BIERMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BIERMAN FAMILY FOUNDATION INC (EIN 39-1673472)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201431289349100713
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T09:39:25-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391132495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDER WARE LLSC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8050 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 544028050 | 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 | 391673472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIERMAN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 7155362461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W TAYLOR ST PO BOX 375 | AddressLine1 |
| City | MERRILL | City |
| State | WI | State |
| ZIP Code | 544520375 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDRICK BLIESE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7155362461 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY M WIEDENMAN | PreparerPersonNm |
| PTIN | P01435112 | PTIN |
| Phone | 7158454336 | PhoneNum |
| 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 | $40,541,853 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,538,797 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $74,453 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74,453 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $658,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $658,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $491,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,757,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $491,936 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,763,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,224,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,991 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,964 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,964 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,224 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $335,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $333,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $377,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $357,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,768,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,768,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,145,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $357,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,768,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,617,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $867,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,597 | CashBOYAmt |
| Cash EOY | $26,183 | CashEOYAmt |
| Cash EOYFMV | $26,183 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,498,529 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $6,422 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,998,903 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $12,726,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,270,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,889,509 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,793,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,063,685 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,991,114 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,330,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,614,782 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,635,047 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,357,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,975,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,541,853 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $6,830 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,132 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,830 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,355,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,968,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,355,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,968,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,357,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,975,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,355,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,617,901 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,707 | OtherIncreasesAmt |
| Subtotal | $35,975,840 | SubtotalAmt |
| Other Decreases | $7,027 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,968,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERRIGO CO., 1,800 | P | 2012-12-13 | 2013-12-18 | $273,987 | $202,956 | $71,031 | $71,031 |
| MALLINCKRODT PLC, 250 | P | 2012-08-14 | 2013-09-06 | $11,429 | $10,244 | $1,185 | $1,185 |
| NXP SEMICONDUCTORS NV, 3,000 | P | 2012-10-09 | 2013-12-05 | $130,011 | $74,086 | $55,925 | $55,925 |
| ENCANA CORP, 20,000 | P | 2013-05-13 | 2013-06-26 | $344,712 | $410,795 | -$66,083 | -$66,083 |
| MONSANTO CO, 3,000 | P | 2013-01-09 | 2013-10-03 | $310,526 | $273,939 | $36,587 | $36,587 |
| JC PENNEY, 10,000 | P | 2012-11-09 | 2013-02-13 | $199,030 | $240,124 | -$41,094 | -$41,094 |
| PERRIGO CO, 1,200 | P | 2013-04-17 | 2013-12-18 | $182,658 | $142,147 | $40,511 | $40,511 |
| MALLINCKRODT PLC, 500 | P | 2012-10-09 | 2013-09-06 | $22,860 | $20,392 | $2,468 | $2,468 |
| NXP SEMICONDUCTORS NV, 2,000 | P | 2013-07-03 | 2013-12-05 | $86,674 | $61,152 | $25,522 | $25,522 |
| HEWLETT PACKARD, 750,000 | P | 2012-08-14 | 2013-03-01 | $750,000 | $766,170 | -$16,170 | -$16,170 |
| PIMCO ALL ASSET INST CLASS, 29,166.667 | P | 2012-08-20 | 2013-08-22 | $347,667 | $361,375 | -$13,708 | -$13,708 |
| PRUDENTIAL GLOBAL REAL ESTATE CLASS Z, 14,058.107 | P | 2012-08-20 | 2013-08-22 | $298,032 | $291,003 | $7,029 | $7,029 |
| ISHARES CORE TOTAL US BOND MARKET ETF, 2,245.000 | P | 2012-08-20 | 2013-08-26 | $237,350 | $249,681 | -$12,331 | -$12,331 |
| ISHARES MSCI ACWI EX US ETF, 9,375.000 | P | 2013-01-03 | 2013-08-26 | $399,874 | $397,630 | $2,244 | $2,244 |
| ISHARES CORE TOTAL US BOND MARKET ETF, 2,245.000 | P | 2012-08-22 | 2013-09-10 | $235,811 | $250,439 | -$14,628 | -$14,628 |
| SPDR GOLD TR GOLD, 1,570.000 | P | 2012-08-20 | 2013-10-30 | $205,249 | $253,357 | -$48,108 | -$48,108 |
| DFA US SMALL CAP PORTFOLIO INSTL CL, 5,541.610 | P | 2012-08-21 | 2013-12-11 | $171,125 | $126,460 | $44,665 | $44,665 |
| ISHARES TRUST HIGH DIVIDEND ETF, 2,050.000 | P | 2012-08-20 | 2013-12-11 | $143,660 | $124,873 | $18,787 | $18,787 |
| BLACKROCK INC, 1,120.000 | P | 2012-08-20 | 2013-01-23 | $256,640 | $199,270 | $57,370 | $57,370 |
| VERIZON, 2,280.000 | P | 2012-08-20 | 2013-03-13 | $109,095 | $99,919 | $9,176 | $9,176 |
| APACHE CORP, 2,335.000 | P | 2013-01-23 | 2013-04-23 | $164,786 | $192,957 | -$28,171 | -$28,171 |
| LORD ABBETT SHORT DURATION INCOME CL I, 108,225.615 | P | 2012-09-11 | 2013-04-01 | $502,167 | $500,000 | $2,167 | $2,167 |
| IVY HIGH INCOME CLASS I, 88,480.770 | P | 2012-11-13 | 2013-04-01 | $771,552 | $750,000 | $21,552 | $21,552 |
| BOEING CO, 2,705.000 | P | 2012-08-20 | 2013-05-02 | $249,221 | $200,099 | $49,122 | $49,122 |
| HEINZ H J CO, 3,600.000 | P | 2012-08-20 | 2013-05-02 | $260,856 | $200,227 | $60,629 | $60,629 |
| FIRST TR MORNINGSTAR DIVID LEADERS INDEX, 6,585.000 | P | 2012-08-20 | 2013-05-03 | $140,851 | $124,971 | $15,880 | $15,880 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF, 7,055.000 | P | 2012-09-06 | 2013-05-03 | $577,933 | $512,406 | $65,527 | $65,527 |
| ISHARES TR S&P 100 INDEX FUND, 7,596.000 | P | 2013-05-14 | 2013-05-29 | $561,335 | $563,192 | -$1,857 | -$1,857 |
| WISDOMTREE TRUST JAPAN HEDGE EQT, 5,925.000 | P | 2013-01-22 | 2013-05-29 | $287,772 | $224,201 | $63,571 | $63,571 |
| OPPENHEIMER INTL BOND FD CL Y, 61,685.239 | P | 2012-09-11 | 2013-06-05 | $392,318 | $400,000 | -$7,682 | -$7,682 |
| ISHARES TR MSCI EMERGING MKTS INDEX FD, 12,135.000 | P | 2012-10-01 | 2013-06-27 | $441,828 | $499,859 | -$58,031 | -$58,031 |
| SPDR GOLD TR GOLD, 1,570.000 | P | 2012-08-23 | 2013-07-05 | $188,318 | $246,856 | -$58,538 | -$58,538 |
| HARBOR INTERNATIONAL INSTITUTIONAL FD, 5,126.544 | P | 2012-08-20 | 2013-07-19 | $334,456 | $297,134 | $37,322 | $37,322 |
| US TREASURIES | P | 2013-03-21 | 2013-09-19 | $4,997,792 | $4,997,792 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $170,067 | $170,067 | $170,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $491,936 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $570,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,555,160 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,999 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.254726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,994 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,078 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.237511 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,997 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.207553 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $60,920 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.745229 | TotalDistributionRt |
| Average Distribution | 0.149046 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,118,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,532,363 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,541,040 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,768,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $71 | EsPenaltyAmt |
| Tax Due | $2,426 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | FREDRICK BLIESE | IndividualWithBooksNm |
| Phone | 7158454336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RUDER WARE LLSC 500 FIRST ST | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | 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 | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| FREDRICK BLIESE | ||||||||
| 4002 RIVERSIDE DR | WAUSAU | WI | 54403 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| SALLY BAADE | ||||||||
| PO BOX 351 | MERRILL | WI | 54452 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JAMES HERRINGTON | ||||||||
| C/O RUDER WARE LLSC PO BOX 8050 | WAUSAU | WI | 544028050 | DIRECTOR, VICE PRESIDENT | 4.00 | $0 | $0 | $4,224 |
| 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 | $33,698,789 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,984,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,683,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,683,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $565,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,118,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,855,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,855,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,355 | TotalTaxAmt |
| Distributable Before Adj | $1,838,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,838,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,838,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,768,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,768,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,768,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,838,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,271 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,768,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,271 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,748,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $90,541 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDRICK BLIESE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W TAYLOR ST | AddressLine1 |
| City | MERRILL | City |
| State | WI | State |
| ZIP Code | 54452 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7155362461 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION'S PRINCIPAL PURPOSE IS TO SUPPORT CHARIATABLE ORGANIZATIONS AND CAUSES IN THE MERRILL, WISCONSIN AND SURROUNDING AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CAMP MANITOWISH YMCA | |||||
| PO BOX 246 | BOULDER JUNCTION | WI | 54512 | SUPPORT JOHN F. MICHLER HERITAGE CENTER BUILDING PROJECT. | $15,000 |
| HAVENINC | |||||
| PO BOX 32 | MERRILL | WI | 54452 | SUPPORT THE ORGANIZATION'S MISSION OF STOPPING DOMESTIC VIOLENCE. | $51,600 |
| LINCOLN COUNTY HUMANE SOCIETY | |||||
| 200 N MEMORIAL DR | MERRILL | WI | 54452 | SUPPORT THE BUILDING OF A NEW SHELTER. | $135,000 |
| LINCOLN COUNTY EMS | |||||
| 701 EAST FIRST STREET | MERRILL | WI | 54452 | TO FURNISH EQUIPMENT NEEDED BY DEPARTMENT. | $60,000 |
| MERRILL FIRE DEPARTMENT | |||||
| 701 EAST FIRST STREET | MERRILL | WI | 54452 | TO FURNISH EQUIPMENT NEEDED BY DEPARTMENT. | $991,200 |
| MERRILL HISTORICAL SOCIETY | |||||
| 102 E 3RD ST | MERRILL | WI | 54452 | TO SUPPORT ORGANIZATION'S BUILDING PROJECT. | $125,000 |
| MERRILL POLICE DEPARTMENT | |||||
| 1004 E 1ST ST | MERRILL | WI | 54452 | TO FURNISH EQUIPMENT NEEDED BY DEPARTMENT. | $80,500 |
| NORTH CENTRAL TECHNICAL COLLEGE | |||||
| 1000 W CAMPUS DRIVE | WAUSAU | WI | 54401 | TO SUPPORT SCHOLARSHIP PROGRAMS. | $30,000 |
| TOMAHAWK POLICE DEPARTMENT | |||||
| 219 W SOMO AVE | TOMAHAWK | WI | 54487 | TO FURNISH EQUIPMENT NEEDED BY DEPARTMENT. | $10,000 |
| MERRILL COMMUNITY CENTER | |||||
| W4594 PROGRESS AVE | MERRILL | WI | 54452 | TO SUPPORT ORGANIZATION'S PROGRAMS FOR SENIORS. | $105,000 |
| BELL TOWER | |||||
| 1500 O DAY ST | MERRILL | WI | 54452 | TO SUPPORT ORGANIZATION'S PROGRAMS FOR SENIORS. | $165,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,768,300 | 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 | $74,453 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $491,936 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,224,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,224,882 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JANE BIERMAN TRUST | ||||||
| 1 | PO BOX 355 | MERRILL | WI | 54452 | $502,199 | Yes (X) |
| MIRIAM AND CHARLES AMENT TRUST | ||||||
| 2 | C/O RUDER WARE LLSC PO BOX 8050 | WAUSAU | WI | 544028050 | $2,036,598 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WIPFLI | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDUCIARY SERVICES - FIXED INCOME | BondNm |
| EOY Book Value | $6,063,685 | EOYBookValueAmt |
| EOYFMV | $5,991,114 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDUCIARY SERVICES - EQUITIES | $10,934,065 | $13,773,660 |
| FIDELITY - STOCKS | $6,336,928 | $7,115,849 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDUCIARY SERVICES - CASH | AT COST | $597,687 | $597,687 |
| FIDUCIARY SERVICES - PRIVATE EQUITY | AT COST | $30,289 | $30,289 |
| FIDUCIARY SERVICES - PURCHASED INTEREST | AT COST | $1,586 | $1,586 |
| FIDELITY - CASH | AT COST | $936,923 | $936,923 |
| FIDELITY - MUTUAL FUNDS | AT COST | $11,048,297 | $12,068,562 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUDER WARE | CategoryTxt |
| Legal Fees | $11,991 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAXES | Description |
| Amount | $7,027 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $20 | $0 | $0 |
| DIRECTORS' INSURANCE | $2,435 | $0 | $0 |
| POSTAGE | $110 | $0 | $0 |
| MISC INVESTMENT FEES - FIDELITY | $101 | $101 | $0 |
| MISC INVESTMENT FEES - FIDUCIARY SERVICES | $100 | $100 | $0 |
| INVESTMENT ADVISER FEES - FIDELITY | $184,002 | $184,002 | $0 |
| INVESTMENT ADVISER FEES - FIDUCIARY SERVICES | $148,303 | $148,303 | $0 |
| INVESTMENT EXPENSES - WINDSAIL CREDIT FUND LP | $678 | $678 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PY NET PURCHASED INTEREST REVERSAL | Description |
| Amount | $2,707 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDUCIARY SERVICES | Desc |
| BOY Book Value | $2,132 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| JANE BIERMAN TRUST | |||
| PO BOX 355 | MERRILL | WI | 54452 |
| MIRIAM AND CHARLES AMENT TRUST | |||
| C/O RUDER WARE LLSC PO BOX 8050 | WAUSAU | WI | 544028050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN - FIDELITY | $8,134 | $8,134 | $0 |
| FOREIGN - FIDUCIARY SERVICES | $15,830 | $15,830 | $0 |
Comments