DUDLEY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DUDLEY FOUNDATION INC (EIN 39-2003427)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201323199349100977
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T11:47:31-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | 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 | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392003427 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUDLEY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DUDL | NameControl |
| Phone | 7158495729 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET NO 2 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY FREELS | Name |
| Title | TREASURER | Title |
| Phone | 7158495729 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL W KONECNY | Name |
| PTIN | P00239033 | PTIN |
| Phone | 9204367800 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5538109 | 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 | 2238 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2238 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 79614 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 79614 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22291 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 395631 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22291 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 81 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 104224 | TotalRevenueAndExpenses |
| Total Net Investment Income | 104143 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8250 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1650 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 6600 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4100 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4100 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 30765 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11565 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 19200 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2262 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7359 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2582 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4777 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 56836 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19897 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 34677 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 216045 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 215750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 272881 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19897 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 250427 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -168657 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 84246 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 28750 | CashBOY |
| Cash EOY | 145822 | CashEOY |
| Cash EOYFMV | 145822 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 320014 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 4248245 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5061439 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5061439 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 333519 | InvestmentsOtherBOY |
| Investments Other EOY | 330848 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 330848 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 2659 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 4933187 | TotalAssetsBOY |
| Total Assets EOY | 5538109 | TotalAssetsEOY |
| Total Assets EOYFMV | 5538109 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 75 | AccountsPayableBOY |
| Accounts Payable EOY | 215 | AccountsPayableEOY |
| Grants Payable BOY | 170908 | GrantsPayableBOY |
| Grants Payable EOY | 109000 | GrantsPayableEOY |
| Total Liabilities BOY | 170983 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 109215 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4762204 | UnrestrictedBOY |
| Unrestricted EOY | 5428894 | UnrestrictedEOY |
| Total Net Assets BOY | 4762204 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5428894 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4933187 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5538109 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4762204 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -168657 | ExcessOfRevenueOverExpenses |
| Other Increases | 835347 | OtherIncreases |
| Subtotal | 5428894 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5428894 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| SEE ATTACHED DETAIL | 188535 | 165503 | 23032 | 23032 |
| SEE ATTACHED DETAIL | 207096 | 207837 | -741 | -741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22291 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 203276 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4613437 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044062 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 252447 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4618440 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054661 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 288614 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4720917 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061135 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 214382 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4421655 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048485 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 288770 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5446027 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053024 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261367 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052273 | AverageDistributionRatio |
| Net Noncharitable Assets | 5010824 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 261931 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 842 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 262773 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 250427 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1685 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1685 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1685 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1470 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1470 | TotalCreditsAndPayments |
| Tax Due | 215 | TaxDue |
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 | ALEXANDER PROPERTIES INC CO GARY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7158495729 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 2 | 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 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD DUDLEY | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | CHAIRMAN | 2.00 | 1200 | 0 | 0 |
| ANN D SHANNON | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | PRESIDENT | 10.00 | 1200 | 0 | 0 |
| JOHN D DUDLEY | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | VICE PRESIDENT | 2.00 | 1200 | 0 | 0 |
| GARY W FREELS | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | TREASURER | 2.00 | 1050 | 0 | 0 |
| PAUL C SCHLINDWIEN II | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | SECRETARY | 2.00 | 1200 | 0 | 0 |
| MARY C DUDLEY | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | DIRECTOR | 2.00 | 1200 | 0 | 0 |
| ROBERT J DUDLEY II | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | DIRECTOR | 2.00 | 1200 | 0 | 0 |
| CHAD D KANE | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | DIRECTOR | 2.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CONTRIBUTIONS AND PROGRAM RELATED INVESTMENTS TO PUBLIC CHARITIES. IT DOES NOT ENGAGE IN OTHER DIRECT CHARITABLE ACTIVITIES. | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 5027135 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 59996 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5087131 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5087131 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 76307 | CashDeemedCharitable |
| Net Noncharitable Assets | 5010824 | NetNoncharitableAssets |
| Minimum Investment Return | 250541 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 250541 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1685 | TaxBasedOnInvestmentIncome |
| Total Tax | 1685 | TotalTax |
| Distributable Amount Before Adj | 248856 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 248856 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 248856 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 250427 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 250427 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 250427 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 248856 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 96298 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 250427 | QualifyingDistributions |
| Applied To Year1 | 96298 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 154129 | 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 | 94727 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD DUDLEY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DUDLEY FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 2 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7158495729 | RecipientPhoneNumber |
| Form And Info And Materials | SEE ATTACHED STATEMENT. | FormAndInfoAndMaterials |
| Submission Deadlines | SEE ATTACHED STATEMENT. | SubmissionDeadlines |
| Restrictions On Awards | SEE ATTACHED STATEMENT. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF THE WAUSAU AREA INC | ||||||
| 1710 2ND STREET | WAUSAU | WI | 54403 | 501(C)(3) | PROGRAMS AND NEW COMPUTERS | $26,000 |
| CENTER FOR THE VISUAL ARTS | ||||||
| 427 N 4TH STREET | WAUSAU | WI | 54403 | 501(C)(3) | STRATEGIC PLANNING CONSULATION FEE AND FEE FOR 2013 LEADERSHIP CONFERENCE | $3,750 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | ||||||
| 500 1ST ST | WAUSAU | WI | 54403 | 501(C)(3) | 25 FOR 25 ANNIVERSARY GRANTS | $2,500 |
| FESTIVAL OF ARTS INC | ||||||
| 427 N 4TH STREET | WAUSAU | WI | 54403 | 501(C)(3) | 2012 FESTIVAL OF ARTS | $2,500 |
| FRIENDS OF RIB MOUNTAIN STATE PARK INC | ||||||
| 4200 PARK ROAD | WAUSAU | WI | 54401 | 501(C)(3) | BUILDING A 3-SEASON SHELTER AT RIB MOUNTAIN | $25,000 |
| FRIENDS OF THE MEAD-MCMILLAN ASSOCIATION | ||||||
| S2148 COUNTY HWY S | MILLADORE | WI | 54454 | 501(C)(3) | STORAGE/CLASSROOM/EVENT SHELTER BUILDING | $10,000 |
| GIRLS SCOUTS OF THE NORTHWESTERN GREAT LAKES | ||||||
| 3511 CAMP PHILLIPS RD | SCHOFIELD | WI | 54476 | 501(C)(3) | STAFF SUPPORT FOR THE NEW VISIONS OUTREACH PROGRAM | $5,000 |
| GRAND THEATRE FOUNDATION INC | ||||||
| 415 N 4TH ST | WAUSAU | WI | 54403 | 501(C)(3) | CAPITAL CAMPAIGN | $50,000 |
| HABITAT FOR HUMANITY | ||||||
| 2001 STEWART AVE | WAUSAU | WI | 54401 | 501(C)(3) | FALL FUND DRIVE | $1,000 |
| HUMANE SOCIETY OF MARATHON COUNTY INC | ||||||
| 7001 PACKER DR | WAUSAU | WI | 54401 | 501(C)(3) | TECHNOLOGY PROJECT | $1,500 |
| JUNIOR ACHIEVEMENT OF WISCONSIN | ||||||
| 2904 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | 501(C)(3) | JA IT'S MY BUSINESS PROGRAM | $15,000 |
| MARATHON COUNTY HISTORICAL SOCIETY | ||||||
| 403 MCINDOE STREET | WAUSAU | WI | 54403 | 501(C)(3) | HISTORY OF WAUSAU AND THE EAST SIDE CATHOLIC PARISHES | $2,000 |
| MARATHON COUNTY LITERACY COUNCIL INC | ||||||
| 300 1ST ST | WAUSAU | WI | 54403 | 501(C)(3) | COMPUTER LITERACY PROGRAM | $1,500 |
| PERFORMING ARTS FOUNDATION INC | ||||||
| 401 4TH STREET | WAUSAU | WI | 54403 | 501(C)(3) | ANNUAL FUND DRIVE | $10,000 |
| RIVER VALLEY JAZZ SOCIETY LTD | ||||||
| 123 GRAND AVENUE | WAUSAU | WI | 54403 | 501(C)(3) | 2013 JAZZ FESTIVAL | $500 |
| ROBERT W MONK GARDENS INC | ||||||
| 518 SOUTH 7TH AVE | WAUSAU | WI | 54401 | 501(C)(3) | PHASE 1 WILDFLOWER WOODS & MEMORY GARDEN | $10,000 |
| SAMOSET COUNCIL BOYS SCOUTS OF AMERICA | ||||||
| 3511 CAMP PHILLIPS RD | WESTON | WI | 54476 | 501(C)(3) | MARK PROGRAM CENTER ROOF PROJECT | $10,000 |
| ST LADISLAUS CHURCH | ||||||
| 6455 WISCONSIN 153 | HATLEY | WI | 54440 | 501(C)(3) | VETERANS MEMORIAL AND LANDSCAPING | $2,000 |
| THE NEIGHBORS' PLACE | ||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | 501(C)(3) | CHANNEL 7'S SHARE THE HOLIDAYS | $7,500 |
| THE SALVATION ARMY | ||||||
| 202 CALLON STREET | WAUSAU | WI | 54401 | 501(C)(3) | CHANNEL 7 - SHARE THE HOLIDAYS PROJECT | $7,500 |
| UNITED WAY OF MARATHON COUNTY | ||||||
| 137 RIVER DRIVE | WAUSAU | WI | 54403 | 501(C)(3) | PROGRAMS - LIFE REPORT, FILL A BACKPACK FILL A NEED | $8,000 |
| WAUSAU MARATHON COUNTY SCHOOLS SAFETY PATROLS | ||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | 501(C)(3) | SAFETY PATROL TRIPS | $2,000 |
| WAUSAU AREA MOBIL MEALS INC | ||||||
| 609 SCOTT ST | WAUSAU | WI | 54403 | 501(C)(3) | GENERAL OPERATING | $2,500 |
| WAUSAU COMMUNITY THEATRE | ||||||
| 136 SUMMER ST | SCHOFIELD | WI | 54476 | 501(C)(3) | ROOF REPLACEMENT | $7,500 |
| WAUSAU LUTHERAN CHOIR LTD | ||||||
| PO BOX 2328 | WAUSAU | WI | 54402 | 501(C)(3) | MAJOR SPONSOR | $500 |
| WAUSAU SCHOOL DISTRICT FOUNDATION | ||||||
| PO BOX 359 | WAUSAU | WI | 54402 | A WALK IN THEIR SHOES | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 215750 | 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 | $2,238 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $79,614 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,291 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Exclusion | $81 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $104,224 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 104224 | 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 | AUDIT | Category |
| Amount | $8,200 | Amount |
| Net Investment Income | 4100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4100 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 5061439 | EOYBookValue |
| EOYFMV | 5061439 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 330848 | BookValue |
| EOYFMV | 330848 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DIVIDEND RECEIVABLE | 1189 | 0 | 0 |
| EXCISE TAX RECEIVABLE | 1470 | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MEMBERSHIP DUES | 3700 | 1850 | 1850 |
| INSURANCE | 2250 | 450 | 1800 |
| OFFICE EXPENSES | 1378 | 276 | 1102 |
| MISCELLANEOUS | 31 | 6 | 25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 81 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 81 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $835,347 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MANAGEMENT FEES | $24,000 | 4800 | 19200 |
| INVESTMENT ADVISOR FEES | $6,765 | 6765 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN AND PROPERTY TAXES | $577 | 0 | 0 |
| FEDERAL EXCISE TAX | $1,685 | 0 | 0 |
Comments