LEON H AND CLYMENE M BOND FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LEON H AND CLYMENE M BOND FOUNDATION INC (EIN 39-1762087)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-10-10
- IRS object ID
- 201322839349100657
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-10T15:50:07-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391762087 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON H & CLYMENE M BOND FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEON | NameControl |
| Phone | 9208345577 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 299 | AddressLine1 |
| City | OCONTO | City |
| State | WI | State |
| ZIP Code | 54153 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EARL J DE CLOUX | Name |
| Title | PRESIDENT | Title |
| Phone | 9208345585 | Phone |
| Date Signed | 2013-10-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM J MEULBROEK | Name |
| PTIN | P00053583 | PTIN |
| Phone | 9204367800 | Phone |
| Date Prepared | 2013-10-01 | 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 | 3752807 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 75312 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 75312 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 4200 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 4200 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 4200 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 109347 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1825210 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 109347 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 89 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 89 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 188949 | TotalRevenueAndExpenses |
| Total Net Investment Income | 188949 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 120642 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 40730 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 72412 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 44460 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 17167 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 27293 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3651 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 3651 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3038 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3038 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 32425 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 31425 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12697 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2597 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 6058 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 38846 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 11617 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 11617 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1045 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1045 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 41559 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 49055 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 309980 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 95570 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 171518 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35452 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35452 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 345432 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 95570 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 206970 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -156483 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 93379 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11355 | CashBOY |
| Cash EOY | 11530 | CashEOY |
| Cash EOYFMV | 11530 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 171303 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 142743 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 142743 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2392279 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2293027 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2442957 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 124200 | InvestmentsOtherBOY |
| Investments Other EOY | 124200 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 124200 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1133820 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 231406 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 936698 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 902414 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 902413 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 128964 | OtherAssetsBOY |
| Other Assets EOY | 128964 | OtherAssetsEOY |
| Other Assets EOYFMV | 128964 | OtherAssetsEOYFMV |
| Total Assets BOY | 3764799 | TotalAssetsBOY |
| Total Assets EOY | 3602878 | TotalAssetsEOY |
| Total Assets EOYFMV | 3752807 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 7630 | AccountsPayableBOY |
| Accounts Payable EOY | 14192 | AccountsPayableEOY |
| Mortgages And Notes Payable BOY | 438963 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 426963 | MortgagesAndNotesPayableEOY |
| Total Liabilities BOY | 446593 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 441155 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3318206 | CapitalStockBOY |
| Capital Stock EOY | 3161723 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 3318206 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3161723 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3764799 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3602878 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3318206 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -156483 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3161723 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3161723 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MERRILL LYNCH | P | 1220915 | 1113730 | 107185 | 107185 |
| MERRILL LYNCH | P | 561759 | 563016 | -1257 | -1257 |
| MERRILL LYNCH | P | 41536 | 37784 | 3752 | 3752 |
| JOHN DEERE F735 | P | 1000 | 1333 | -333 | -333 |
| MERRILL LYNCH | P | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 109347 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 284551 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2843238 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.100080 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 254268 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3065415 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.082947 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 319661 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3146942 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.101578 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 328077 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3450888 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095070 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 356781 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4364669 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.081743 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.461418 | TotalDistributionRatio |
| Average Distribution Ratio | 0.092284 | AverageDistributionRatio |
| Net Noncharitable Assets | 2691683 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 248399 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 934 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 249333 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 206970 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1868 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1868 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1868 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2111 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2111 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 242 | Overpayment |
| Amount Credited To Next Year | 242 | 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 | EARL J DECLOUX | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9208345577 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3488 COUNTY ROAD S | AddressLine1 |
| City | LITTLE SUAMICO | City |
| State | WI | State |
| ZIP Code | 54141 | 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 | 1 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 |
|---|---|---|---|---|---|---|---|---|
| EARL J DECLOUX | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | PRESIDENT | 30.00 | 79203 | 24965 | 0 |
| JOHN BOSTEDT | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | VICE-PRESIDENT | 20.00 | 0 | 0 | 0 |
| JENNIFER HANNA | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | SECRETARY | 40.00 | 33939 | 19635 | 0 |
| JESSICA DE CLOUX | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | 2500 | 0 | 0 |
| DAN BENO | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | 2500 | 0 | 0 |
| RONALD DELAIN | ||||||||
| PO BOX 299 | OCONTO | WI | 54153 | DIRECTOR | 1.00 | 2500 | 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2442957 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 289716 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2732673 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2732673 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 40990 | CashDeemedCharitable |
| Net Noncharitable Assets | 2691683 | NetNoncharitableAssets |
| Minimum Investment Return | 134584 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 134584 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1868 | TaxBasedOnInvestmentIncome |
| Total Tax | 1868 | TotalTax |
| Distributable Amount Before Adj | 132716 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 132716 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 132716 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 206970 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 206970 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 206970 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 132716 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 144665 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 157501 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 165782 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 103226 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 147423 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 718597 | TotalExcessDistriCarryover |
| Qualifying Distributions | 206970 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 132716 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 74254 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 792851 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 144665 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 648186 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 157501 | ExcessFromYear4 |
| Excess From Year3 | 165782 | ExcessFromYear3 |
| Excess From Year2 | 103226 | ExcessFromYear2 |
| Excess From Year1 | 147423 | ExcessFromYear1 |
| Excess From Current Year | 74254 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | EARL J DECLOUX | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 299 | AddressLine1 |
| City | OCONTO | City |
| State | WI | State |
| ZIP Code | 54153 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9208345577 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER REQUESTING GRANT, FEDERAL EXEMPTION NUMBER, DESCRIPTION OF PURPOSE FOR THE GRANT | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| RAWHIDE INC | |||||||
| 926 WILLARD DRIVE SUITE 228 | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | ABOUT FACE COMMUNITY OUTREACH PROGRAM | $2,000 |
| BIG BROTHERS BIG SISTERS OF NE WI | |||||||
| 1345 W MASON ST | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | MATCH PROGRAM | $2,500 |
| FARNSWORTH PUBLIC LIBRARY | |||||||
| 715 MAIN ST | OCONTO | WI | 54153 | NONE | NON-PROFIT | COMPUTERS AND MONITORS | $4,498 |
| OCONTO LITTLE LEAGUE | |||||||
| 1210 MAIN STREET | OCONTO | WI | 54153 | NONE | NON-PROFIT | UNIFORMS | $1,500 |
| OCONTO AREA NON PROFIT CHILDCARE | |||||||
| 1007 PECOR ST | OCONTO | WI | 54153 | NONE | NON-PROFIT | CRIBS AND PLAYGROUND IMPROVEMENTS | $1,500 |
| ASPIRO INC | |||||||
| 1673 DOUSMAN STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | VAN | $10,000 |
| BOYS & GIRLS CLUB OF GREEN BAY | |||||||
| 311 S ONEIDA STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | SPONSOR | $754 |
| MY BROTHER'S KEEPER INC | |||||||
| 1039 WEST MASON STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | SPONSOR/CLIENT FEES | $7,000 |
| NEW COMMUNITY SHELTER INC | |||||||
| 301 MATHER STREET | GREEN BAY | WI | 54303 | NONE | NON-PROFIT | CAPITAL CAMPAIGN/SPONSOR | $200 |
| OCONTO GIRLS SOFTBALL ASSOCIATION | |||||||
| 235 ONTARIO AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | UNIFORMS | $1,500 |
| OCONTO UNIFIED SCHOOL DISTRICT | |||||||
| 400 MICHIGAN AVENUE | OCONTO | WI | 54153 | NONE | NON-PROFIT | SCHOLARSHIPS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35452 | 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 | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $75,312 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $4,200 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $89 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $109,347 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $188,949 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 188949 | 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 | $3,038 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3038 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (8 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | RateRate | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|
| BUILDINGS | 2010-11-30 | 671716 | 51971 | 0.000000000000 | 16827 | 0 |
| EQUIPMENT | 2010-11-30 | 65343 | 12912 | 0.000000000000 | 4864 | 0 |
| OFFICE EQUIPMENT | 2010-11-30 | 36670 | 35982 | 0.000000000000 | 688 | 0 |
| PROPERTY IMPROVEMENTS | 2010-11-30 | 4538 | 1665 | 0.000000000000 | 302 | 0 |
| COMPUTER/SOFTWARE | 2010-11-30 | 31489 | 26041 | 0.000000000000 | 2239 | 0 |
| VEHICLES | 2010-11-30 | 53000 | 44600 | 0.000000000000 | 5600 | 0 |
| LAND | 2010-11-30 | 212784 | 0.000000000000 | 0 | 0 | |
| FURNITURE AND FIXTURES | 2010-11-30 | 58280 | 19389 | 0.000000000000 | 8326 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 2293027 | EOYBookValue |
| EOYFMV | 2442957 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CASH VALUE LIFE INSURANCE | AT COST | 120000 | 120000 |
| ONEIDA GOLF & RIDING STOCK | AT COST | 4200 | 4200 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (8 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| BUILDINGS | 671716 | 68798 | 602918 |
| EQUIPMENT | 65343 | 17776 | 47567 |
| OFFICE EQUIPMENT | 36670 | 36670 | 0 |
| PROPERTY IMPROVEMENTS | 4538 | 1967 | 2571 |
| COMPUTER/SOFTWARE | 31489 | 28280 | 3209 |
| VEHICLES | 53000 | 50200 | 2800 |
| LAND | 212784 | 0 | 212784 |
| FURNITURE AND FIXTURES | 58280 | 27715 | 30565 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $3,651 | Amount |
| Net Investment Income | 3651 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCULPTURE/PICTURES | Description |
| BOY Book Value | 128964 | BOYBookValue |
| EOY Book Value | 128964 | EOYBookValue |
| EOYFMV | 128964 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (14 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| VEHICLE EXPENSE | 5222 | 0 | 5222 |
| INSURANCE | 7940 | 0 | 7940 |
| MISCELLANEOUS | 495 | 0 | 491 |
| OFFICE SUPPLIES | 1166 | 0 | 1166 |
| POSTAGE | 836 | 0 | 836 |
| TELEPHONE | 2518 | 0 | 2518 |
| MEALS/ENTERTAINMENT | 1678 | 0 | 1678 |
| INTERNET | 865 | 0 | 865 |
| COMPUTER | 6155 | 0 | 6155 |
| MAINTENANCE | 4285 | 0 | 4285 |
| MARGIN INTEREST | 9737 | 0 | 9737 |
| SECURITY | 227 | 0 | 227 |
| 0 | 0 | 7500 | |
| SUBCONTRACTORS | 435 | 0 | 435 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 89 | RevenueAndExpensesPerBooks |
| Net Investment Income | 89 | NetInvestmentIncome |
| Adjusted Net Income | 89 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $1,000 | 0 | 1000 |
| INVESTMENT ADVISOR FEES | $31,425 | 31425 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,467 | 0 | 0 |
| 990-PF EXCISE TAX | $2,575 | 0 | 0 |
| EMPLOYEE FICA TAX | $8,655 | 2597 | 6058 |
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