WICKER FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WICKER FAMILY FOUNDATION (EIN 41-1990788)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201343199349100949
Schema version
2012v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-15T12:13:46-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOYUM & BARENSCHEER PLLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13050 METRO DR STE 200AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code554251515ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN411990788EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WICKER FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWICKNameControl
Phone6512336383Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID WICKERName
TitlePRESIDENTTitle
Phone6512336383Phone
Date Signed2013-11-15DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID POTTSName
Phone9528544244Phone
Date Prepared2013-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY331765FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss1DividendsRevAndExpnss
Dividends Net Invst Incm1DividendsNetInvstIncm
Dividends Adj Net Incm1DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss57175NetGainSaleAssetsRevAndExpnss
Gross Sales Price134491GrossSalesPrice
Total Revenue And Expenses57176TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Total Adjusted Net Income1TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss75000CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm37500CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps37500CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss25TaxesRevAndExpnss
Taxes Net Invst Incm12TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps13TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss9621TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm4810TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps4811TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss276OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm138OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps138OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss84922TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm42460TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps42462TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss25500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps25500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss110422TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm42460TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps67962TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-53246ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income1AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY-426CashBOY
Cash EOY31765CashEOY
Cash EOYFMV31765CashEOYFMV
Investments Other BOY377315InvestmentsOtherBOY
Investments Other EOY300000InvestmentsOtherEOY
Investments Other EOYFMV300000InvestmentsOtherEOYFMV
Total Assets BOY376889TotalAssetsBOY
Total Assets EOY331765TotalAssetsEOY
Total Assets EOYFMV331765TotalAssetsEOYFMV
Accounts Payable EOY8122AccountsPayableEOY
Total Liabilities EOY8122TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY376889UnrestrictedBOY
Unrestricted EOY323643UnrestrictedEOY
Total Net Assets BOY376889TotalNetAssetsBOY
Total Net Assets EOY323643TotalNetAssetsEOY
Total Liabilities Net Assets BOY376889TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY331765TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY376889TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-53246ExcessOfRevenueOverExpenses
Subtotal323643Subtotal
Total Net Assets Fund Balances EOY323643TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year163181QualifyingDistributionsYear1
Noncharitable Assets Year1217155NoncharitableAssetsYear1
Distribution Ratio Year10.290949DistributionRatioYear1
Qualifying Distributions Year2132323QualifyingDistributionsYear2
Noncharitable Assets Year2619081NoncharitableAssetsYear2
Distribution Ratio Year20.213741DistributionRatioYear2
Qualifying Distributions Year3128388QualifyingDistributionsYear3
Noncharitable Assets Year3967614NoncharitableAssetsYear3
Distribution Ratio Year30.132685DistributionRatioYear3
Qualifying Distributions Year4166229QualifyingDistributionsYear4
Noncharitable Assets Year41316972NoncharitableAssetsYear4
Distribution Ratio Year40.126221DistributionRatioYear4
Qualifying Distributions Year5141306QualifyingDistributionsYear5
Noncharitable Assets Year51545959NoncharitableAssetsYear5
Distribution Ratio Year50.091403DistributionRatioYear5
Total Distribution Ratio0.854999TotalDistributionRatio
Average Distribution Ratio0.171000AverageDistributionRatio
Net Noncharitable Assets374562NetNoncharitableAssets
Adjusted Noncharitable Assets64050AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One64050AdjNonchrtblAssetsAndOnePct
Qualifying Distributions67962QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMNStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDAVID P WICKERBooksInCareOfPersonName
Books In Care Of Phone Number6512336383BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID P WICKER
9255 IVY AVENUE NORTHGRANTMN55082PRESIDENT4.007500000
MARY B WICKER
9255 IVY AVENUE NORTHGRANTMN55082DIRECTOR0.25000
MARK W GREINER
900 SECOND AVE SOUTH 1100MINNEAPOLISMN55402ASST SECRETA0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE FOUNDATION WAS ESTABLISHED TO MEET THE NEEDS OF SELECTED LOCAL NON-PROFITS.Description1
Expenses167962Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities364596AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances15670AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets380266TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets380266AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable5704CashDeemedCharitable
Net Noncharitable Assets374562NetNoncharitableAssets
Minimum Investment Return18728MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return18728MinimumInvestmentReturn
Distributable Amount Before Adj18728DistributableAmountBeforeAdj
Distributable Amount Before Ded18728DistributableAmountBeforeDed
Distributable Amount As Adjusted18728DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions67962ExpensesAndContributions
Qualifying Distributions67962QualifyingDistributions
Adj Qualifying Distributions67962AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted18728DistributableAmountAsAdjusted
Excess Distri Carryover Year4140849ExcessDistriCarryoverYear4
Excess Distri Carryover Year3128388ExcessDistriCarryoverYear3
Excess Distri Carryover Year2132323ExcessDistriCarryoverYear2
Excess Distri Carryover Year162498ExcessDistriCarryoverYear1
Total Excess Distri Carryover464058TotalExcessDistriCarryover
Qualifying Distributions67962QualifyingDistributions
Applied To Current Year18728AppliedToCurrentYear
Remaining Distri From Corpus49234RemainingDistriFromCorpus
Total Corpus513292TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year513292ExcessDistriCyovToNextYear
Excess From Year4140849ExcessFromYear4
Excess From Year3128388ExcessFromYear3
Excess From Year2132323ExcessFromYear2
Excess From Year162498ExcessFromYear1
Excess From Current Year49234ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDAVID WICKERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number6512336383RecipientPhoneNumber
Submission DeadlinesNO DEADLINES DEFINED.SubmissionDeadlines
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS DEFINED.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
PCI
STPAULSTPAULMN55106N/AGENERAL SUPPORT$22,100
CLINTONVILLE BOW HUNTERS ASSOC
STPAULSTPAULMN55106N/AGENERAL SUPPORT$1,000
WISCONSIN BOW HUNTERS ASSOC
STPAULSTPAULMN55106N/AGENERAL SUPPORT$1,000
CHILDRENS HEART LINK
STPAULSTPAULMN55106N/AGENERAL SUPPORT$1,150
BOYS HOPEGIRLS HOPE
STPAULSTPAULMN55106N/AGENERAL SUPPORT$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year25500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income57175RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmount
Related Or Exempt Function Income57175RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA57176TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

DAVID P WICKER
MARY B WICKER
MARK W GREINER

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NameCHARLES SCHWABName
Date Acquired2009-03DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2012-08DateSold
Gross Sales Price134491GrossSalesPrice
Basis77316Basis
Total Net57175TotalNet

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
PRIVATE EQUITY, 10,000 SHARESAT COST300000300000
CHARLES SCHWABAT COST

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
OTHER276138138

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryMN ANNUAL REPORTCategory
Amount$25Amount
Net Investment Income12NetInvestmentIncome
Disbursements Charitable Prps13DisbursementsCharitablePrps

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