MAY FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MAY FAMILY FOUNDATION INC (EIN 39-2006747)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349100342
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T09:20:01-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8010 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 544028010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392006747 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAY FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAYF | NameControl |
| Phone | 7158454336 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8050 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 544028050 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK J BRADLEY | Name |
| Title | DIRECTOR | Title |
| Phone | 7158454336 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TAMI MCCANN CPA | Name |
| PTIN | P00017800 | PTIN |
| Phone | 7158453111 | Phone |
| Date Prepared | 2013-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 621124 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 7562 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7562 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 9431 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9431 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 23099 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 352263 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23099 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 40092 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40092 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1825 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8357 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8357 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 429 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 325 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 24 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 24 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10635 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8682 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1849 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 40135 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8682 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 31349 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -43 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31410 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 9090 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8312 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8312 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 225952 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 141997 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 146899 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 324472 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 314880 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 367819 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 94282 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 98094 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 559514 | TotalAssetsBOY |
| Total Assets EOY | 559471 | TotalAssetsEOY |
| Total Assets EOYFMV | 621124 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 559514 | UnrestrictedBOY |
| Unrestricted EOY | 559471 | UnrestrictedEOY |
| Total Net Assets BOY | 559514 | TotalNetAssetsBOY |
| Total Net Assets EOY | 559471 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 559514 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 559471 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 559514 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -43 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 559471 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 559471 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 352234 | 329164 | 23070 | 23070 |
| CAPITAL GAINS DIVIDENDS | P | 29 | 29 | 29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23099 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23208 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 597384 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038849 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21625 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 504219 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042888 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 26052 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 435247 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059856 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 25496 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 491061 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051920 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 22013 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 545334 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040366 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.233879 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046776 | AverageDistributionRatio |
| Net Noncharitable Assets | 613879 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 28715 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 314 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 29029 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 31349 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 314 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 314 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 314 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 560 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 560 | TotalCreditsAndPayments |
| Overpayment | 246 | Overpayment |
| Amount Credited To Next Year | 246 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARK BRADLEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7158457336 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 8000 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ELEANOR J MAY | ||||||||
| PO BOX 8050 | WAUSAU | WI | 544028050 | PRESIDENT | 0.25 | 0 | 0 | 0 |
| EDWARD W MAY JR | ||||||||
| PO BOX 8050 | WAUSAU | WI | 544028050 | VICE PRESIDENT | 0.25 | 0 | 0 | 0 |
| KAREN L SISLO | ||||||||
| PO BOX 8050 | WAUSAU | WI | 544028050 | TREASURER | 0.25 | 0 | 0 | 0 |
| MARK J BRADLEY | ||||||||
| PO BOX 8050 | WAUSAU | WI | 544028050 | SECRETARY | 0.25 | 0 | 0 | 0 |
| WILLIAM SISLO | ||||||||
| PO BOX 8050 | WAUSAU | WI | 544028050 | BOARD MEMBER | 0.25 | 0 | 0 | 0 |
| AMY SISLO RYDLAND | ||||||||
| PO BOX 8050 | WAUSAU | WI | 544028050 | BOARD MEMBER | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 612195 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11032 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 623227 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 623227 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9348 | CashDeemedCharitable |
| Net Noncharitable Assets | 613879 | NetNoncharitableAssets |
| Minimum Investment Return | 30694 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 30694 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 314 | TaxBasedOnInvestmentIncome |
| Total Tax | 314 | TotalTax |
| Distributable Amount Before Adj | 30380 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 30380 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 30380 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 31349 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 31349 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 314 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 31035 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 30380 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 28504 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 31349 | QualifyingDistributions |
| Applied To Year1 | 28504 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2845 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 27535 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MAY FAMILY FOUNDATION INC ATTN MARK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 8000 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7158454336 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE DETAILS ON THE ACTIVITY OR ORGANIZATION FOR WHICH SUPPORT IS REQUESTED, THE AMOUNT NEEDED, OTHER SOURCES OF FUNDING, AND DOCUMENTED EXEMPT STATUS OF THE ORGANIZATION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE SPECIFIED AT THIS TIME. | SubmissionDeadlines |
| Restrictions On Awards | NONE SPECIFIED AT THIS TIME. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FRANK B KOLLER MEMORIAL LIBRARY | |||||||
| BOX 100 HWY 51 | MANITOWISH WATERS | WI | 54545 | NONE | PUBLIC CHARITY | VARIOUS CHARITABLE PURPOSES | $500 |
| NEBRASKA GOLF FOUNDATION | |||||||
| 6618 SOUTH 118TH STREET | OMAHA | NE | 68137 | NONE | PUBLIC CHARITY | VARIOUS CHARITABLE PURPOSES | $6,000 |
| ROBERT W MONK GARDENS | |||||||
| 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | VARIOUS CHARITABLE PURPOSES | $5,000 |
| SHENANDOAH COMMUNITY SCHOOLS | |||||||
| 304 WEST NISHNA ROAD | SHENANDOAH | IA | 51601 | NONE | PUBLIC CHARITY | MENTORING AFFECTS YOUTH | $7,000 |
| THE SMILE TRAIN | |||||||
| 245 FIFTH AVENUE SUITE 2201 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | VARIOUS CHARITABLE PURPOSES | $2,500 |
| CHRISTO REY JESUIT HIGH SCHOOL | |||||||
| 2924 4TH AVE S | MINNEAPOLIS | MN | 55408 | NONE | PUBLIC CHARITY | VARIOUS CHARITABLE PURPOSES | $5,000 |
| HOWARD YOUNG FOUNDATION | |||||||
| PO BOX 470 | WOODRUFF | WI | 54568 | NONE | PUBLIC CHARITY | VARIOUS CHARITABLE PURPOSES | $3,000 |
| NORTH LAKELAND DISCOVERY CENTER | |||||||
| 215 COUNTY HWY W | MANITOWISH WATERS | WI | 54545 | NONE | PUBLIC CHARITY | VARIOUS CHARITABLE PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,562 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,431 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,099 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $40,092 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 40092 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,825 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1825 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 94282 | EOYBookValue |
| EOYFMV | 98094 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS | NameOfStock |
| EOY Book Value | 314880 | EOYBookValue |
| EOYFMV | 367819 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 141997 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 146899 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSE | Description |
| Revenue And Expenses Per Books | 24 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 24 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | Category |
| Amount | $8,357 | Amount |
| Net Investment Income | 8357 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $325 | 325 | 0 |
| EXCISE TAXES | $104 | 0 | 0 |
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