LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201441329349101919
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T12:32:26-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FRONTENAC AVE PO BOX 106 | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 544810106 | 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 | 396104415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD YOUTH LEADERSHIP FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAIR | BusinessNameControlTxt |
| Phone | 3012295596 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1136 SOUTHFORK DRIVE | AddressLine1 |
| City | RIVER FALLS | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M LAIRD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3012295596 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACEY DONOVAN CPA | PreparerPersonNm |
| PTIN | P00848082 | PTIN |
| Phone | 7153444984 | PhoneNum |
| Preparation | 2014-05-07 | 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 | $602,603 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $237,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,919 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,229 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,214 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,580 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,580 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $486,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $477,949 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $583,023 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $662 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $662 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $501,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $497,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $602,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $501,734 | CapitalStockBOYAmt |
| Capital Stock EOY | $497,529 | 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 | $501,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $497,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $501,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $497,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $497,529 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $497,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | $173,651 | $155,833 | $17,818 | $17,818 | |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | $63,380 | $61,230 | $2,150 | $2,150 | |
| CAPITAL GAINS DIVIDENDS | $951 | $951 | $951 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,919 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,127 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $514,114 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039149 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,949 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $506,259 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $453,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031967 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $379,289 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044821 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,579 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $477,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007499 | DistributionYr5Rt |
| Total Distribution | 0.172717 | TotalDistributionRt |
| Average Distribution | 0.034543 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $554,591 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,157 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,392 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,714 | 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 | $235 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $235 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $105 | TotalPaymentsAndCreditsAmt |
| Tax Due | $130 | 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 |
| 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 | DAVID LAIRD | IndividualWithBooksNm |
| Phone | 3012295596 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6108 WINNEBAGO ROAD | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20816 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN O LAIRD | ||||||||
| 1136 S FORK DR | RIVER FALLS | WI | 54022 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RAYMOND D NASS | ||||||||
| 411 GREENBRIAR AVE | STEVENS POINT | WI | 54481 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| ROBERT F FROEHLKE | ||||||||
| 7501 THOMPSON PEAK PARKWAY 521 | SCOTTSDALE | AZ | 85255 | VICE PRES | 0.50 | $0 | $0 | $0 |
| JOHN H DRESSENDORFER | ||||||||
| 1730 RHODE ISLAND AVE | WASHINGTON | DC | 20036 | SECRETARY | 0.50 | $0 | $0 | $0 |
| DR DAVID LAIRD | ||||||||
| 208 SOUTH CHERRY AVENUE | MARSHFIELD | WI | 54449 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| DAVID M LAIRD | ||||||||
| 6108 WINNEBAGO ROAD | BETHESDA | MD | 20816 | TREASURER | 0.50 | $0 | $0 | $0 |
| THE HONORABLE MELVIN R LAIRD | ||||||||
| 1730 RHODE ISLAND AVE NW STE 212 | WASHINGTON | DC | 20039 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| VANESSA A LAIRD | ||||||||
| 1101 W MINNEHAHA PKWY | MINNEAPOLIS | MN | 55419 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| ALISON LAIRD-LARGE | ||||||||
| 757 CANE CREEK ROAD | SYLVA | NC | 28779 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| DR GEORGE E MAGNIN | ||||||||
| 301 COLUMBUS DRIVE | MARSHFIELD | WI | 54449 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| KAREN ENGELHARD | ||||||||
| 4309 JANICK CIRCLE NORTH | STEVENS POINT | WI | 54481 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| KIMBERLY DALGLEISH | ||||||||
| 32130 ELECTRIC BOULEVARD | AVON LAKE | OH | 44012 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| DR RUSSEL LEWIS | ||||||||
| 1136 S FORK DR | RIVER FALLS | WI | 54022 | BOARD MEMBER | 0.20 | $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 | $549,849 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $563,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $563,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $554,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $235 | TotalTaxAmt |
| Distributable Before Adj | $27,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,714 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,714 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $235 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,255 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,714 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,255 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,459 | 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 | $1,036 | 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 | UWSP FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 MAIN STREET | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 54481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7153463812 | RecipientPhoneNum |
| Form And Info And Materials | DETERMINED BY UWSP FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DETERMINED BY UWSP FOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | DETERMINED BY UWSP FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 20816 | N/A | PC | DIRECTED TO FINANCIAL AID AT INDEPENDENT PRIVATE SCHOOL | $5,000 |
| MARSHFIELD PUBLIC LIBRARY & COMMUNITY CENTER | |||||||
| PO BOX 456 | MARSHFIELD | WI | 54449 | N/A | PC | NEW CONSTRUCTION OF LIBRARY IN MARSHFIELD | $5,000 |
| GERALD R FORD PRESIDENTIAL FOUNDATION | |||||||
| 303 PEARL STREET | GRAND RAPIDS | MI | 49504 | N/A | PC | DIRECTED TO THE FORD LIBRARY IN THEIR EFFORTS TO PRESERVE AND COLLECT HISTORICAL MATERIALS | $5,000 |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | N/A | PC | TO ASSIST IN PROVIDING HEALTH SUPPORT & THE CHILDREN | $2,500 |
| UNIVERSITY OF WISCONSIN STEVENS POINT FOUNDATION | |||||||
| 2100 MAIN STREET SUITE 212 | STEVENS POINT | WI | 54481 | N/A | PC | TO ASSIST IN PROVIDING SCHOLARSHIPS TO UWSP | $2,500 |
| UNIVERSITY OF WISCONSIN MARSHFIELDWOOD COUNTY | |||||||
| 2000 WEST 5TH STREET | MARSHFIELD | WI | 54449 | N/A | PC | DIRECT TO THE HELEN CONNOR LAIRD FINE ARTS ENDOWMENT FUND | $2,500 |
| DC EVEREST HIGH SCHOOL | |||||||
| 6500 ALDERSON STREET | WESTON | WI | 54476 | N/A | PC | TO SUPPORT EFFORTS OF SCHOOL ON ORAL HISTORY PROJECT OF WISCONSIN VETERANS | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | PROMOTING VALUABLE FUNDING FOR CANCER RESEARCH | $1,000 |
| MANY HANDS INC | |||||||
| PO BOX 15048 | CHEVY CHASE | MD | 20825 | N/A | PC | ASSISTING UNDERSERVED WOMEN AND CHILDREN IN WASHINGTON D.C. | $1,000 |
| WOOD COUNTY VETERAN MEMORIAL FUND | |||||||
| 1641 NORTON STREET | WISCONSIN RAPIDS | WI | 54494 | N/A | PC | DIRECT TO ENDOWMENT FUND AND LEGACY STONES | $500 |
| FOREST LARGER PARISH | |||||||
| PO BOX 129 | WABENO | WI | 54566 | N/A | PC | TO SUPPORT THE FIRST PRESBYTERIAN CHURCH IN LAONA WISCONSIN | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,231 | 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 & TAX PREPARATION | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $149,690 | $145,560 |
| COMMON STOCK AND OPTIONS | AT COST | $267,195 | $366,306 |
| EXCHANGED TRADED AND CLOSED END FUNDS | AT COST | $61,064 | $71,157 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PHONE | $84 | $0 | $0 | $84 |
| PUBLIC NOTICE FEE | $30 | $0 | $0 | $30 |
| INVESTMENT - MANAGEMENT FEES | $7,520 | $7,520 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $102 | Amt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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