EVJUE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EVJUE FOUNDATION INC (EIN 39-6073981)
- Tax period
- 2011-03-01 to 2012-02-29
- Filed
- 2013-01-09
- IRS object ID
- 201300099349300515
- Schema version
- 2011v1.5
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-09T09:23:15-06:00 | Timestamp |
| Tax Period End Date | 2012-02-29 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCOUNTANTS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396073981 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVJUE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MR CLAYTON FRINK | InCareOfName |
| Name Control | EVJU | NameControl |
| Phone | 6082526402 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8060 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53708 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLAYTON FRINK | Name |
| Title | SECRETARY / TREASURER | Title |
| Phone | 6082526402 | Phone |
| Date Signed | 2013-01-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6088318181 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN H LUSSIER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8060 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5013791 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE EVJUE FOUNDATION, INC. IS A PUBLIC CHARITY ORGANIZED TO MAKE CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 996258 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1296637 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25394 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 949093 | InvestmentIncomePriorYear |
| Investment Income Current Year | 310282 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1970745 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1606919 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1952904 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1076295 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 112430 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 112429 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51279 | OtherExpensePriorYear |
| Other Expenses Current Year | 53366 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2116613 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1242090 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -145868 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 364829 | RevenuesLessExpensesCY |
| Total Assets BOY | 17888626 | TotalAssetsBOY |
| Total Assets EOY | 17433629 | TotalAssetsEOY |
| Total Liabilities BOY | 861170 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 519333 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17027456 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16914296 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE EVJUE FOUNDATION IS A PUBLIC CHARITY ORGANIZED UNDER CHAPTER 181 OF THE WISCONSIN STATUTES TO MAKE CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS IN SUPPORT OF ACTIVITIES WHICH BENEFIT OR CARRY OUT THE PURPOSES OF THE MADISON COMMUNITY FOUNDATION AND THE UNIVERSITY OF WISCONSIN FOUNDATION. THE FOUNDATION IS THE CHARITABLE ARM OF THE CAPITAL TIMES COMPANY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1076295 | Expense |
| Grants | 1076295 | Grants |
| Revenue | 0 | Revenue |
| Description | CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS. | Description |
| Total Program Service Expense | 1076295 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | true | ProhibitedTaxShelterTrans |
| Taxable Party Notification | true | TaxablePartyNotification |
| Form8886 T Filed | true | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MR CLAYTON FRINK | NamePerson |
| Telephone Number | 6082526402 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8060 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JOHN H LUSSIER | ||||||
| PRESIDENT | 2.0 | X | X | 12000 | 0 | 0 |
| NANCY BROOKE GAGE | ||||||
| VICE-PRESIDENT | 1.0 | X | X | 12000 | 0 | 0 |
| JAMES D LUSSIER | ||||||
| DIRECTOR | 1.0 | X | 12000 | 0 | 0 | |
| LAURA J LUSSIER-LEE | ||||||
| DIRECTOR | 1.0 | X | 12000 | 0 | 0 | |
| MARIANNE POLLARD | ||||||
| DIRECTOR | 1.0 | X | 12000 | 0 | 0 | |
| STEVE MIXTACKI | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DAVID REINECKE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| KATHLEEN WOIT | ||||||
| DIRECTOR | 1.0 | X | 0 | 187954 | 24289 | |
| ANDREW A WILCOX | ||||||
| DIRECTOR | 1.0 | X | 0 | 127092 | 8936 | |
| MARION F BROWN | ||||||
| DIRECTOR | 1.0 | X | 0 | 162285 | 23750 | |
| W JEROME FRAUTSCHI | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JOHN WILEY | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MARY BURKE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| CLAYTON FRINK | ||||||
| SECRETARY/TREASURER | 2.0 | X | X | 12000 | 0 | 0 |
| DAVE ZWEIFEL | ||||||
| DIRECTOR | 2.0 | X | 12000 | 0 | 0 | |
| ARLENE HORNUNG | ||||||
| EXECUTIVE DIRECTOR | 4.0 | X | 26400 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 110400 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 477331 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 56975 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1296637 | AllOtherContributions |
| Noncash Contributions | 998494 | NoncashContributions |
| Total Contributions | 1296637 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 409152 | TotalRevenueColumn |
| Exclusion | $409,152 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3308002 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3406872 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -98870 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -98870 | TotalRevenueColumn |
| Exclusion | -$98,870 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1606919 | TotalRevenueColumn |
| Exclusion | $310,282 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1076295 | Total |
| Program Services | 1076295 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110400 | Total |
| Management And General | 110400 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2029 | Total |
| Management And General | 2029 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2096 | Total |
| Management And General | 2096 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11500 | Total |
| Management And General | 11500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30510 | Total |
| Management And General | 30510 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| FOREIGN DIVIDEND TAX | 5870 | 5870 |
| OTHER ADMINISTRATIVE EXPENSES | 3390 | 3390 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1242090 | Total |
| Program Services | 1076295 | ProgramServices |
| Management And General | 165795 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056938 | BOY |
| EOY | 697007 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 994132 | BOY |
| EOY | 1297527 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 9256 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11102900 | BOY |
| EOY | 11142189 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4734656 | BOY |
| EOY | 4287650 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17888626 | BOY |
| EOY | 17433629 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 861170 | BOY |
| EOY | 519333 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 861170 | BOY |
| EOY | 519333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17027456 | BOY |
| EOY | 16914296 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17027456 | BOY |
| EOY | 16914296 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17888626 | BOY |
| EOY | 17433629 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 364829 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -477989 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| UNIVERSITY OF WISCONSIN FOUNDATION | |||
| 390743975 | 05 | true | $531,062 |
| MADISON COMMUNITY FOUNDATION | |||
| 396038248 | 08 | true | $248,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 779062 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 2354530 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MARINER ACCESS LTD | 1548 | F |
| THE ENDOWMENT TEI FUND | 1018530 | F |
| LS REAL ESTATE RECOVERY | 100540 | F |
| ML SYSTEMATIC MOMENTUM | 481253 | F |
| PARTNERS GROUP PRIVATE | 331249 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4287650 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 1606919 | TotalRevenue |
| Total Expenses | 1242090 | TotalExpenses |
| Excess Or Deficit For Year | 364829 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -477989 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -477989 | TotalAdjustments |
| Excess Or Deficit Per FS | -113160 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1128930 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -477989 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -477989 | RevenueNotRptdF990 |
| Revenue Subtotal | 1606919 | RevenueSubtotal |
| Total Revenue Per Form990 | 1606919 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1242090 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1242090 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1242090 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990 SCHEDULE D PART X LINE 2 | Identifier |
| Return Reference | FIN 48 FOOTNOTE DISCLOSURE | ReturnReference |
| Explanation | THE ORGANIZATION'S INFORMATIONAL TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. OPEN PERIODS SUBJECT TO AUDIT FOR FEDERAL AND WISCONSIN PURPOSES ARE GENERALLY THE PREVIOUS THREE AND FOUR YEARS OF TAX RETURNS FILED, RESPECTIVELY. THERE WERE NO INTEREST OR PENALTIES RECORDED FOR THE YEAR ENDED FEBRUARY 29, 2012. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Madison Community Health Center Inc | ||||||||
| 2202 S Park Street | Madison | WI | 53713 | 391391134 | 501(c)(3) | 20000 | CONTINUE EXPANSION EFFORTS OF MEDICAL SERVICES | |
| Dane Co Cultural Affairs Commission | ||||||||
| 210 Martin Luther King Jr Boulevar | Madison | WI | 53703 | 396005684 | 170(b)(1)(A)(v) | 65000 | Support of projects and programs for children and youth county-wide. | Room 421 |
| Edgewood College | ||||||||
| 1000 Edgewood College Drive | Madison | WI | 53711 | 390806202 | 501(c)(3) | 35000 | Community scholars program | |
| Friends of WI Public Television Inc | ||||||||
| 821 University Avenue | Madison | WI | 53706 | 237300462 | 501(c)(3) | 8000 | WPT Programming including "Wounded Warriors". | |
| Wexford Ridge Neighborhood Center Inc | ||||||||
| 55 S Gammon Road | Madison | WI | 53717 | 391938173 | 501(c)(3) | 10000 | After school and summer programming for elementary school age children | |
| Madison Area Technical College Foundation Inc | ||||||||
| 3550 Anderson Street | Madison | WI | 53704 | 237265867 | 501(C)(3) | 50000 | Provide scholarships | Room 254 |
| United Madison Community Foundation | ||||||||
| 2 Science Court | Madison | WI | 53711 | 396038248 | 501(c)(3) | 200000 | Great Performance Endowment Fund | |
| United Madison Community Foundation | ||||||||
| 2 Science Court | Madison | WI | 53711 | 396038248 | 501(c)(3) | 48000 | General support grant | |
| Madison Metropolitan School District | ||||||||
| 545 West Dayton Street | Madison | WI | 53703 | 396003202 | 170(b)(1)(A)(v) | 15000 | Support of four projects in the district | |
| Madison Symphony Orchestra Inc | ||||||||
| 222 W Washington 460 | Madison | WI | 53703 | 390839707 | 501(c)(3) | 10000 | Education program in Dane County Schools | |
| Planned Parenthood Association of WI Inc | ||||||||
| 111 King Street | Madison | WI | 53701 | 390863391 | 501(c)(3) | 10000 | SUPPORT OF COMMUNITY-BASED EDUCATION PROGRAMS. | Suite 23 |
| Simpson Street Free Press Inc | ||||||||
| PO Box 6307 | Monona | WI | 53716 | 391882258 | 501(c)(3) | 10000 | Programming for young people to develop leadership skills | |
| United Way of Dane County Inc | ||||||||
| 2059 Atwood Avenue | Madison | WI | 53704 | 390817532 | 501(c)(3) | 40000 | Assist with education, health, housing and independence needs of Dane County citizens | |
| Wisconsin Academy of Sciences Arts and Letters | ||||||||
| 1922 University Avenue | Madison | WI | 53726 | 391054856 | 501(c)(3) | 10000 | SUPPORT THE REGULAR PUBLICATION AND OPERATION OF QUARTERLY MAGAZINE | |
| Wisconsin Chamber Orchestra | ||||||||
| 22 N Carroll Street 104 | Madison | WI | 53703 | 396078516 | 501(c)(3) | 6270 | Concerts on the Square | |
| State Historical Society of Wisconsin | ||||||||
| 816 State Street | Madison | WI | 53706 | 396006447 | 501(c)(3) | 10000 | TO HELP UNDERWRITE A SERIES OF NEW EXHIBITIONS AND RELATED PROGRAMS. | |
| Young Men's Christian Association of Dane Co Inc | ||||||||
| 8001 Excelsior Drive | Madison | WI | 53717 | 390806253 | 501(c)(3) | 35000 | Provide financial assistance scholarships for local residents | Suite 200 |
| HOSPICE-CARE FOUNDATION INC | ||||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | 300001703 | 501(c)(3) | 10000 | PROVIDE CAREGIVER SUPPORT SERVICES | |
| BIG BROTHERSBIG SISTERS OF DANE CO INC | ||||||||
| 2059 ATWOOD AVE 2 | MADISON | WI | 53704 | 391077783 | 501(c)(3) | 10000 | TO MAKE AND SUPPORT MORE MATCHES IN THE SCHOOL FRIENDS PROGRAM | |
| COMMUNITY GROUNDWORKS AT TROY GARDENS | ||||||||
| 3601 MEMORIAL DRIVE SUITE 4 | MADISON | WI | 53704 | 392024302 | 501(c)(3) | 10000 | ENHANCE COMMUNITY GARDENS PROGRAM BY INVOLVING GARDENERS IN UPDATING SIGNS AND INTERPRETIVE TRAIL GUIDES | |
| FITCHBURG PUBLIC LIBRARY | ||||||||
| 5520 LACY ROAD | FITCHBURG | WI | 53711 | 396005889 | 170(B)(1)(A)(V) | 25000 | PURCHASE BOOKS AND OTHER LIBRARY MATERIALS | |
| HABITAT FOR HUMANITY OF DANE CO | ||||||||
| 1014 FIEDLER LN 29 | MADISON | WI | 53713 | 581285159 | 501(c)(3) | 10000 | FAMILIES FIRST PROGRAM - RECRUIT, TRAIN AND MENTOR LOW-INCOME FAMILIES TO BECOME SUCCESSFUL HOMEOWNERS | |
| PORCHLIGHT INC | ||||||||
| 306 NORTH BROOKS STREET | MADISON | WI | 53715 | 390816865 | 501(c)(3) | 10000 | TO CONTINUE RENOVATIONS. | |
| UNITED CEREBRAL PALSY OF GREATER DANE COUNTY INC | ||||||||
| 2801 COHO ST 300 | MADISON | WI | 53713 | 391034054 | 501(c)(3) | 7000 | SUPPORT "THRIVE PROJECT". | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION | ||||||||
| 101 EAST MIFFLIN STREET SUITE 100 | MADISON | WI | 53703 | 390806303 | 501(c)(3) | 10000 | TO SUPPORT COMPREHENSIVE EMPLOYMENT SERVICES. | |
| Aids Network Inc | ||||||||
| 600 Williamson St NO H | Madison | WI | 537034531 | 391548528 | 501(c)(3) | 10000 | Support their food pantry. | |
| Center for Families Inc | ||||||||
| 2120 Fordem Ave | Madison | WI | 537044696 | 391624393 | 501(c)(3) | 10000 | Group support for families/parents. | |
| Community Action Coalition for So Central WI | ||||||||
| 1717 N Stoughton Rd | Madison | WI | 537042605 | 391053827 | 501(c)(3) | 20000 | $15,000 in matching funds fro Thanksgiving dinner program and $5,000 to support cummunity gardens program. | |
| Merrill Area Public Schools | ||||||||
| N1569 Snow Hill Rd | Merrill | WI | 54452 | 562437819 | 501(c)(3) | 10000 | Nels P. Evjue School Forest. | c/o William Lussenhop |
| Sustain Dane Inc | ||||||||
| 211 S Paterson St NO 200 | Madison | WI | 537034504 | 431953180 | 501(c)(3) | 20000 | Support staff time and consultant services for the schoool garden and outdoor classroom coalition. | |
| Urban League of Greater Madison | ||||||||
| 2222 S Park St No 200 | Madison | WI | 537132168 | 391098146 | 501(C)(3) | 10000 | Funds will be used to support services to low-wage/low-skilled adults who are unemployed and under-employed. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 28 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990 SCHEDULE I PART I LINE 2 | Identifier |
| Return Reference | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES | ReturnReference |
| Explanation | THE ORGANIZATIONS RECEIVING GRANTS ARE REQUIRED TO RETURN A FORM INDICAYING HOW THE GRANT FUNDS WERE USED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN WOIT | |||||||||||||
| 0 | 170420 | 0 | 0 | 0 | 17534 | 0 | 14096 | 0 | 10193 | 0 | 212243 | 0 | 0 |
| MARION F BROWN | |||||||||||||
| 0 | 162285 | 0 | 0 | 0 | 0 | 0 | 23750 | 0 | 0 | 0 | 186035 | 0 | 0 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 998494 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV - date of contr | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (23 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 PART VI SECTION A LINE 2 | FAMILY RELATIONSHIP WITH OTHER OFFICERS/DIRECTORS | THE FOLLOWING DIRECTORS LISTED IN PART VII, SECTION A HAVE A FAMILY RELATIONSHIP: JOHN H. LUSSIER, JAMES D. LUSSIER, LAURA J. LUSSIER-LEE |
| FORM 990 PART VI SECTION A LINE 7A | MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY | THE UNIVERSITY OF WISCONSIN FOUNDATION AND THE MADISON COMMUNITY FOUNDATION MAY EACH ELECT FOUR MEMBERS TO THE GOVERNING BODY. |
| FORM 990 PART VI SECTION B LINE 11B | PROCESS ORGANIZATION USES TO REVIEW FORM 990 | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE SECRETARY/TREASURER OF THE BOARD OF DIRECTORS. |
| FORM 990 PART VI SECTION B LINE 12C | MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES AND BOARD MEMBERS OF THE ORGANIZATION. EACH EMPLOYEE AND BOARD MEMBER IS REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. EMPLOYEES AND BOARD MEMBERS MUST INDICATE ANY CONFLICTS OF INTEREST THAT EXIST WITH ORGANIZATIONS RECEIVING, OR POTENTIALLY RECEIVING, GRANTS FROM THE FOUNDATION. CONFLICTS OF INTEREST ARE REVIEWED ON A GRANT BY GRANT BASIS. WHEN A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE BOARD MEMBER WITH THE CONFLICT IS REQUIRED TO ABSTAIN FROM VOTING ON ANY POTENTIAL TRANSACTIONS WITH THE CONFLICTING ORGANIZATION. |
| FORM 990 PART VI SECTION C LINE 19 | INFORMATION AVAILABLE TO THE PUBLIC | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990 PART VI SECTION A LINE 8B | DOCUMENTATION OF MINUTES OF EACH COMMITTEE | THERE ARE NO SEPARATE COMMITTEES APPOINTED BY THE BOARD OF DIRECTORS. |
| FORM 990 PART XI LINE 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE | OTHER CHANGES IN NET ASSETS CONSIST OF UNREALIZED LOSSES ON INVESTMENTS OF $477,989. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN H LUSSIER TITLE:PRESIDENT HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:NANCY BROOKE GAGE TITLE:VICE-PRESIDENT HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAMES D LUSSIER TITLE:DIRECTOR HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LAURA J LUSSIER-LEE TITLE:DIRECTOR HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MARIANNE POLLARD TITLE:DIRECTOR HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STEVE MIXTACKI TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID REINECKE TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KATHLEEN WOIT TITLE:DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ANDREW A WILCOX TITLE:DIRECTOR HOURS:45 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MARION F BROWN TITLE:DIRECTOR HOURS:48 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:W JEROME FRAUTSCHI TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN WILEY TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MARY BURKE TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:CLAYTON FRINK TITLE:SECRETARY/TREASURER HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVE ZWEIFEL TITLE:DIRECTOR HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ARLENE HORNUNG TITLE:EXECUTIVE DIRECTOR HOURS: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| MADISON COMMUNITY FOUNDATION | ||||||||
| PO BOX 5010 | MADISON | WI | 53705 | 396038248 | CHARITY | WI | 501(c)(3) | 8 |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| PO BOX 8860 | MADISON | WI | 53708 | 390743975 | CHARITY | WI | 501(c)(3) | 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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