LEON H AND CLYMENE M BOND FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEON H AND CLYMENE M BOND FOUNDATION INC (EIN 39-1762087)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-08-27
- IRS object ID
- 201412399349100001
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-27T08:57:35-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391173131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391762087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON H & CLYMENE M BOND FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 9208345577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 299 | AddressLine1 |
| City | OCONTO | City |
| State | WI | State |
| ZIP Code | 54153 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER HANNA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9208345585 | PhoneNum |
| Signature | 2014-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM J MEULBROEK | PreparerPersonNm |
| PTIN | P00053583 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2014-07-29 | 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 | $6,394,718 | 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 | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,212 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,750 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,750 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,750 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $837,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,578,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $548 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $179 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $179 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $927,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,690 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,636 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,992 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,144 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,742 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,714 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,028 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,162 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,162 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,245 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,199 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,199 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,653 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,504 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,933 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,933 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $830 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $830 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,496 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,496 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $576,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,530 | CashBOYAmt |
| Cash EOY | $45,867 | CashEOYAmt |
| Cash EOYFMV | $45,867 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,325 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,293,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,555,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,082,044 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $124,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,200 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $100,339 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,143 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $902,414 | LandBOYAmt |
| Land EOY | $15,196 | LandEOYAmt |
| Land EOYFMV | $15,197 | LandEOYFMVAmt |
| Other Assets BOY | $128,964 | OtherAssetsBOYAmt |
| Other Assets EOY | $101,085 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $101,085 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,602,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,867,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,394,718 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,192 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,475 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $426,963 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $441,155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,475 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,161,723 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,863,338 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,161,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,863,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,602,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,867,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,161,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $576,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,125,392 | OtherIncreasesAmt |
| Subtotal | $5,863,338 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,863,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | P | $66,536 | $59,562 | $6,974 | $6,974 |
| MERRILL LYNCH | P | $322,906 | $297,580 | $25,326 | $25,326 |
| MERRILL LYNCH | P | $1,668,364 | $1,449,239 | $219,125 | $219,125 |
| COUNTY S SALE | P | $450,000 | $758,143 | -$308,143 | -$308,143 |
| MAIN SALE | P | $143,000 | $85,734 | $57,266 | $57,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $548 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $206,970 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,691,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076892 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,551 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,843,238 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100080 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $254,268 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,065,415 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $319,661 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,146,942 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101578 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $328,077 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,450,888 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095070 | DistributionYr5Rt |
| Total Distribution | 0.456567 | TotalDistributionRt |
| Average Distribution | 0.091313 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,250,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $296,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $296,793 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $204,530 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,880 | OverpaymentAmt |
| Applied To ES Tax | $1,880 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER HANNA | IndividualWithBooksNm |
| Phone | 9208345577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3640 COUNTY ROAD SS | AddressLine1 |
| City | OCONTO | City |
| State | WI | State |
| ZIP Code | 54153 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| EARL J DECLOUX | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | PRESIDENT | 30.00 | $57,879 | $20,440 | $0 |
| JOHN BOSTEDT | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | VICE-PRESIDENT | 20.00 | $2,500 | $0 | $0 |
| JENNIFER HANNA | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | SECRETARY/PRESIDENT/TREASURER | 40.00 | $39,757 | $21,623 | $0 |
| JESSICA DE CLOUX | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| DAN BENO | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| RONALD DELAIN | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| MARY MCMONAGLE | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | SECRETARY/CHAIRMAN | 1.00 | $0 | $0 | $0 |
| GARY ZIEGELBAUER | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS AUGUSTINE | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,122,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,299,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,299,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,250,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,514 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $162,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,514 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $204,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $204,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $165,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,226 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $648,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $204,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,016 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $690,202 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $157,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $532,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $165,782 | ExcessFromYear4Amt |
| Excess From Year3 | $103,226 | ExcessFromYear3Amt |
| Excess From Year2 | $147,423 | ExcessFromYear2Amt |
| Excess From Year1 | $74,254 | ExcessFromYear1Amt |
| Excess From Current Year | $42,016 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER HANNA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 299 | AddressLine1 |
| City | OCONTO | City |
| State | WI | State |
| ZIP Code | 54153 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9208345577 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUESTING GRANT, FEDERAL EXEMPTION NUMBER, DESCRIPTION OF PURPOSE FOR THE GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPIRO INC | |||||||
| 1673 DOUSMAN STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | VAN | $5,000 |
| BOYS & GIRLS CLUB OF GREEN BAY | |||||||
| 311 S ONEIDA STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | SPONSOR | $260 |
| CITY OF OCONTO | |||||||
| 1210 MAIN STREET | OCONTO | WI | 54153 | NONE | NON-PROFIT | PLAYGROUND EQUIPMENT | $15,000 |
| JUNIOR ACHIEVEMENT OF WISCONSIN | |||||||
| 416 GEORGE STREET B03 | DE PERE | WI | 54115 | NONE | NON-PROFIT | EDUCATIONAL PROGRAMING | $500 |
| MY BROTHER'S KEEPER INC | |||||||
| 1039 WEST MASON STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | SPONSOR/CLIENT FEES | $10,000 |
| NEW COMMUNITY SHELTER INC | |||||||
| 301 MATHER STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | CAPITAL CAMPAIGN/SPONSOR | $2,350 |
| OCONTO UNIFIED SCHOOL DISTRICT | |||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | BCA SCIENCE PROGRAM SUPPLIES | $9,370 |
| OCONTO UNIFIED SCHOOL DISTRICT | |||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | SCHOLARSHIPS | $4,000 |
| RAWHIDE INC | |||||||
| E7475 RAWHIDE ROAD | NEW LONGDON | WI | 54961 | NONE | NON-PROFIT | PROGRAMMING | $10,010 |
| MACHICKANEE PLAYERS INC | |||||||
| 408 PARK AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | ROOF | $5,114 |
| GREATER GREEN BAY YMCA | |||||||
| 235 N JEFFERSON ST | GREEN BAY | WI | 54301 | NONE | NON-PROFIT | CAMP COSTS | $1,500 |
| FRANKLIN MIDDLE SCHOOL | |||||||
| 1233 LORE LN | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | TRANSPORTATION FOR CAMP COSTS | $1,500 |
| OCONTO FALLS SCHOOL DISTRICT | |||||||
| 200 N FARM ROAD | OCONTO FALLS | WI | 54154 | NONE | NON-PROFIT | WRESTLING MAT | $1,500 |
| ACT INC | |||||||
| PO BOX 299 | OCONTO | WI | 54153 | NONE | NON-PROFIT | COMPUTERS | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,854 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,212 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,750 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $837,752 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $926,894 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $926,894 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,245 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,245 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| BUILDINGS | 2010-11-30 | $571,716 | $49,567 | 0.000000000000 | $7,132 | $0 |
| EQUIPMENT | 2010-11-30 | $60,343 | $15,276 | 0.000000000000 | $2,407 | $0 |
| OFFICE EQUIPMENT | 2010-11-30 | $11,876 | $11,876 | 0.000000000000 | $0 | $0 |
| PROPERTY IMPROVEMENTS | 2010-11-30 | $4,538 | $1,967 | 0.000000000000 | $151 | $0 |
| COMPUTER/SOFTWARE | 2010-11-30 | $3,562 | $2,138 | 0.000000000000 | $712 | $0 |
| VEHICLES | 2010-11-30 | $28,000 | $25,200 | 0.000000000000 | $2,800 | $0 |
| LAND | 2010-11-30 | $212,784 | 0.000000000000 | $0 | $0 | |
| FURNITURE AND FIXTURES | 2010-11-30 | $16,074 | $7,041 | 0.000000000000 | $2,366 | $0 |
| EQUIPMENT | 2010-11-30 | $5,000 | $2,500 | 0.000000000000 | $333 | $0 |
| BUILDINGS | 2010-11-30 | $100,000 | $19,231 | 0.000000000000 | $1,282 | $0 |
| VEHICLES | 2010-11-30 | $25,000 | $25,000 | 0.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2010-11-30 | $42,206 | $20,674 | 0.000000000000 | $3,016 | $0 |
| OFFICE EQUIPMENT | 2010-11-30 | $24,794 | $24,794 | 0.000000000000 | $0 | $0 |
| COMPUTER/SOFTWARE | 2010-11-30 | $27,927 | $26,142 | 0.000000000000 | $633 | $0 |
| PROPERTY IMPROVEMENTS | 2013-06-21 | $2,235 | 0.000000000000 | $28 | $0 | |
| COMPUTER/SOFTWARE | 2013-06-07 | $2,400 | 0.000000000000 | $240 | $0 | |
| COMPUTER/SOFTWARE | 2013-11-22 | $683 | 0.000000000000 | $68 | $0 | |
| COMPUTER/SOFTWARE | 2013-11-22 | $216 | 0.000000000000 | $36 | $0 | |
| COMPUTER/SOFTWARE | 2013-11-22 | $47 | 0.000000000000 | $5 | $0 | |
| COMPUTER/SOFTWARE | 2014-01-17 | $2,948 | 0.000000000000 | $295 | $0 | |
| VEHICLE | 2007-07-24 | $32,533 | $32,533 | 0.000000000000 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|
| LIFE INSURANCE PROCEEDS | PURCHASED | $882,521 | $0 | $882,521 | |
| EQUIPMENT | PURCHASED | $32,800 | $0 | -$9,859 | $42,659 |
| EQUIPMENT/COMPUTERS/FURNITURE | PURCHASED | $450 | $0 | -$15,636 | $16,086 |
| FURNITURE | PURCHASED | $1,630 | $0 | -$1,953 | $3,583 |
| OTHER ASSETS | PURCHASED | $10,010 | $0 | -$17,869 | $27,879 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,555,140 | EOYBookValueAmt |
| EOYFMV | $6,082,044 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH VALUE LIFE INSURANCE | AT COST | $0 | $0 |
| ONEIDA GOLF & RIDING STOCK | AT COST | $4,200 | $4,200 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $11,876 | $11,876 | $0 |
| COMPUTER/SOFTWARE | $3,562 | $2,850 | $712 |
| FURNITURE AND FIXTURES | $16,074 | $9,407 | $6,667 |
| EQUIPMENT | $5,000 | $2,833 | $2,167 |
| VEHICLES | $25,000 | $25,000 | $0 |
| COMPUTER/SOFTWARE | $2,400 | $240 | $2,160 |
| COMPUTER/SOFTWARE | $683 | $68 | $615 |
| COMPUTER/SOFTWARE | $216 | $36 | $180 |
| COMPUTER/SOFTWARE | $47 | $5 | $42 |
| COMPUTER/SOFTWARE | $2,948 | $295 | $2,653 |
| VEHICLE | $32,533 | $32,533 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,162 | LegalFeesAmt |
| Net Investment Income | $17,162 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCULPTURE/PICTURES | Desc |
| BOY Book Value | $128,964 | BOYBookValueAmt |
| EOY Book Value | $101,085 | EOYBookValueAmt |
| EOYFMV | $101,085 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VEHICLE EXPENSE | $3,649 | $0 | $3,649 |
| INSURANCE | $5,958 | $0 | $5,958 |
| MISCELLANEOUS | $3,404 | $0 | $3,404 |
| OFFICE SUPPLIES | $1,333 | $0 | $1,333 |
| POSTAGE | $775 | $0 | $775 |
| TELEPHONE | $2,366 | $0 | $2,366 |
| MEALS/ENTERTAINMENT | $470 | $0 | $470 |
| INTERNET | $621 | $0 | $621 |
| COMPUTER | $2,443 | $0 | $2,443 |
| MAINTENANCE | $9,566 | $0 | $9,566 |
| MARGIN INTEREST | $4,191 | $0 | $4,191 |
| SUBCONTRACTORS | $1,720 | $0 | $1,720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $179 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $179 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $179 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRANSFER OF SECURITIES FROM ACT, INC. DURING MERGER | Description |
| Amount | $2,125,392 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $35,199 | Amt |
| Net Investment Income | $35,199 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,163 | $1,163 | $0 |
| 990-PF EXCISE TAX | $1,638 | $0 | $0 |
| EMPLOYEE FICA TAX | $7,469 | $2,490 | $0 |
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