WEBSTER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEBSTER FOUNDATION INC (EIN 74-3053295)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-19
- IRS object ID
- 201411399349100156
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-19T10:14:01-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUBERTY & ASSOCIATES SC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E FOND DU LAC ST PO BOX 272 | AddressLine1 |
| City | RIPON | City |
| State | WI | State |
| ZIP Code | 54971 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743053295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBSTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEBS | BusinessNameControlTxt |
| Phone | 9207485498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 RADKE ROAD | AddressLine1 |
| City | RIPON | City |
| State | WI | State |
| ZIP Code | 54971 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE SAUERBREI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9207485498 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE TAYLOR CPA | PreparerPersonNm |
| PTIN | P00385430 | PTIN |
| Phone | 9207487741 | PhoneNum |
| Preparation | 2014-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $348,523 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $61,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,803 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,803 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,564 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,161 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,385 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,281 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,385 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $82,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,665 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,366 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $536 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $536 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $536 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $10,178 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,178 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $10,178 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,564 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,714 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,941 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,941 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,714 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,941 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,652 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,757 | CashBOYAmt |
| Cash EOY | $1,515 | CashEOYAmt |
| Cash EOYFMV | $1,515 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,858 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,858 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $254,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $201,877 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $295,150 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $272,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $348,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $272,900 | UnrestrictedBOYAmt |
| Unrestricted EOY | $255,250 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $272,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $255,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $272,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $255,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $272,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,650 | ExcessRevenueOverExpensesAmt |
| Subtotal | $255,250 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $255,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARABIAN AMERICAN DEVELOPMENT | P | 2013-06-10 | 2013-08-02 | $57,578 | $46,350 | $11,228 | $11,228 |
| ION GEOPHYSICAL CORP | P | 2012-01-30 | 2013-01-22 | $38,856 | $42,923 | -$4,067 | -$4,067 |
| BIOANALYTICAL SYSTEMS | P | 2012-02-02 | 2013-06-10 | $7,346 | $6,304 | $1,042 | $1,042 |
| TRI CITY BANKSHARES CORP | P | 2012-03-19 | 2013-06-10 | $7,119 | $8,758 | -$1,639 | -$1,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,564 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,161 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,467 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $299,103 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.342581 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,364 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $335,054 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.236869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,752 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $347,916 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.188988 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $305,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.156896 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,519 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $402,549 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105624 | DistributionYr5Rt |
| Total Distribution | 1.030958 | TotalDistributionRt |
| Average Distribution | 0.206192 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $307,030 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,307 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $100 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,941 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $100 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $100 | SubtotalAmt |
| Tax Based On Investment Income | $100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $268 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $268 | TotalPaymentsAndCreditsAmt |
| Overpayment | $168 | OverpaymentAmt |
| Applied To ES Tax | $168 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHANIE SAUERBREI | IndividualWithBooksNm |
| Phone | 9207485498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1188 W FOND DU LAC STREET | AddressLine1 |
| City | RIPON | City |
| State | WI | State |
| ZIP Code | 54971 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROB WEBSTER | ||||||||
| 8001 RADKE ROAD | RIPON | WI | 54971 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHANIE SAUERBREI | ||||||||
| 517 E JACKSON STREET | RIPON | WI | 54971 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID SCHOFF | ||||||||
| N872 CTY RD E | RIPON | WI | 54971 | BOARD OF DIR | 1.00 | $0 | $0 | $0 |
| LINDA KINZIGER | ||||||||
| 670 HAMBURG STREET | RIPON | WI | 54971 | BOARD OF DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COLLEGE SCHOLARSHIPS FOR SIX STUDENTS. | Description1Txt |
| Expenses1 | $23,836 | Expenses1Amt |
| Description2 | RIPON AREA CHRISTIAN MINISTRIES TO SPREAD THE GOOD NEWS OF JESUS THROUGH ALL DENOMINATIONS AND TO KEEP KIDS INVOLVED IN CHURCH ACTIVITIES THROUGH THE PROMOTION OF YOUTH MINISTRIES. | Description2Txt |
| Expenses2 | $20,836 | Expenses2Amt |
| Description3 | RIPON AREA SCHOOL DISTRICT DONATIONS TO ASSIST WITH THE CONTINUING EDUCATION OF THE CHILDREN IN THE AREA AT ALL LEVELS. | Description3Txt |
| Expenses3 | $15,931 | Expenses3Amt |
| Description4 | COMMUNITY THRIFT STORE AND FOOD PANTRY. DONATION TO HELP NEEDY FAMILIES IN THE SURROUNDING COMMUNITIES. | Description4Txt |
| Expenses4 | $4,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $275,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $311,706 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $311,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $307,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,352 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,941 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,941 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $100 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $87,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $87,941 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $87,941 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,941 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,652 | CurrentYearAmt |
| Year1 | $8,557 | Year1Amt |
| Total | $19,209 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,054 | CurrentYearAmt |
| Year1 | $7,273 | Year1Amt |
| Total | $16,327 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $87,941 | CurrentYearAmt |
| Year1 | $102,735 | Year1Amt |
| Year2 | $79,380 | Year2Amt |
| Year3 | $65,845 | Year3Amt |
| Total | $335,901 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $87,941 | CurrentYearAmt |
| Year1 | $102,735 | Year1Amt |
| Year2 | $79,380 | Year2Amt |
| Year3 | $65,845 | Year3Amt |
| Total | $335,901 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,235 | CurrentYearAmt |
| Year1 | $9,970 | Year1Amt |
| Year2 | $11,169 | Year2Amt |
| Year3 | $11,597 | Year3Amt |
| Total | $42,971 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT WEBSTER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHANIE SAUERBREI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1188 W FOND DU LAC STREET | AddressLine1 |
| City | RIPON | City |
| State | WI | State |
| ZIP Code | 54971 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9207485498 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP AND GRANT APPLICATIONS ENCLOSED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP DEADLINE - APRIL 1, GRANT DEADLINE - NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MUST BE HUMANITARIAN OR FOR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYSGIRLS CLUB BERLIN | ||||||
| BERLIN | BERLIN | WI | 54923 | NONE | EDUCATION | $1,188 |
| OPERATION BACKPACK | ||||||
| GREEN LAKE | GREEN LAKE | WI | 54941 | NONE | EDUCATIONAL | $1,000 |
| GIRL SCOUTS | ||||||
| GREEN LAKE | GREEN LAKE | WI | 54941 | NONE | EDUCATION | $1,000 |
| PILGRIM CENTER | ||||||
| GREEN LAKE | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,000 |
| COMMUNITY OPTIONS | ||||||
| GREEN LAKE | GREEN LAKE | WI | 54941 | NONE | EDUCATION | $1,000 |
| TERRACE SHORES YOUTH PROGRAM | ||||||
| GREEN LAKE | GREEN LAKE | WI | 54941 | NONE | RELIGIOUS | $2,000 |
| JASPER PICKETT FOUNDATION | ||||||
| PICKETT | PICKETT | WI | 54971 | NONE | EDUCATION | $500 |
| CALVARY LUTHERAN CHURCH | ||||||
| PRINCETON | PRINCTON | WI | 54968 | NONE | RELIGIOUS | $1,200 |
| GIFTS ANONYMOUS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | HELP FOR THE POOR | $1,000 |
| JOSEPH BILLIE | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $5,000 |
| VINCE STENSRUD | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $5,000 |
| EMMA JELINEK | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $5,000 |
| CHARLIE VINE | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,550 |
| BRAVE COMMUNITY LEARNING | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,000 |
| RIPON POLICE DEPARTMENT | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $2,000 |
| SCOTT STREET PUPPETEERS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,000 |
| RIPON COMMUNITY THRIFT ST | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $4,000 |
| GRACE PRESCHOOL | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,400 |
| GRACE LUTHERAN CHURCH YOUTH | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $3,900 |
| DISCOVERY PRESCHOOL | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,000 |
| 1ST CONGREGATIONAL CHURCH | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,450 |
| RIPON NOON KIWANIS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,000 |
| TRINITY EVANGELICAL FREE | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $500 |
| SAINT CATHERINE OF SIENA | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,500 |
| RIPON SCHOOL DISTRICT | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $15,931 |
| RIPON LIONS CLUB | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,200 |
| RIPON COLLEGE - PANAMA | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,500 |
| LUMEN CHARTER SCHOOL | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $2,500 |
| RIPON AREA VBS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,500 |
| ALEX WILL | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $4,333 |
| HILLSIDE ASSEMBLY | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $2,134 |
| HABITAT FOR HUMANITY | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $2,000 |
| 3-HILLTOPPERS 4-H CLUB | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATIONAL | $200 |
| CARMEN SAUERBREI | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATIONAL | $2,953 |
| FAITH COMMUNTIY CHURCH YOUTH | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $1,180 |
| RIPON COMMUNITY SWIM CLUB | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $500 |
| ST JOHNS LUTHERAN BERLIN | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $2,000 |
| MESSIAH CHURCH YOUTH GROUP | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATIONAL | $1,000 |
| RIPON FOOD PANTRY | ||||||
| RIPON | RIPON | WI | 54971 | NONE | FOOD FOR THE POOR | $1,000 |
| VFW POST 5278 | ||||||
| RIPON | RIPON | WI | 54971 | NONE | VETERANS | $850 |
| RIPON HISTORICAL SOCIETY | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $1,000 |
| CUB SCOUTS | ||||||
| RIPON | RIPON | WI | 54971 | NONE | EDUCATION | $500 |
| AGENT FOR CHRIST | ||||||
| RIPON | RIPON | WI | 54971 | NONE | RELIGIOUS | $472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,941 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,803 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,281 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,564 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Related Or Exempt Function Incm | $104 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,769 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,769 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE FOUNDATION RECEIVES ALL OF ITS INCOME FROM INTEREST, |
| 4 | DIVIDENDS, AND CAPITAL GAINS FROM |
| 8 | INVESTMENTS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT WEBSTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 367 | AddressLine1 |
| City | RIPON | City |
| State | WI | State |
| ZIP Code | 54971 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $61,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| ROB WEBSTER |
| STEPHANIE SAUERBREI |
| DAVID SCHOFF |
| LINDA KINZIGER |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $201,877 | EOYBookValueAmt |
| EOYFMV | $295,150 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ANNUAL FEE | $25 |
| OFFICE | $72 |
| ROYALTY INCOME DEDUCTIONS | $1,467 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $10,281 | $10,281 | $10,281 |
| REFUND | $104 | $104 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $536 | Amt |
| Net Investment Income | $536 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $536 | AdjustedNetIncomeAmt |
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