MALCOLM STACK FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MALCOLM STACK FOUNDATION INC (EIN 39-2018087)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-31
- IRS object ID
- 201201529349100600
- Schema version
- 2011v1.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-31T09:19:02-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391659894 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEICHER & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 DEMING WAY SUITE 300 | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392018087 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALCOLM STACK FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MALC | NameControl |
| Phone | 6082419572 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 186 | AddressLine1 |
| City | RIDGEWAY | City |
| State | WI | State |
| ZIP Code | 53582 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA HUGHES | Name |
| Title | TREASURER/SECRETARY | Title |
| Phone | 6082419572 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BLAKE FRITZ | Name |
| PTIN | P01081850 | PTIN |
| Phone | 6088261900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 6237370 | 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 |
| Dividends Rev And Expnss | 130900 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 130900 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 130900 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 146310 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2562527 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 146310 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 4424 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 3945 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 3945 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 281155 | TotalRevenueAndExpenses |
| Total Net Investment Income | 277210 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 139269 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 37498 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 37498 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 11181 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 11181 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 7976 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7976 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7229 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7229 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 54106 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 50606 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 50606 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 3500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 13733 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 405 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 405 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 13328 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 20674 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 45981 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 57 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 103 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 45878 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 198378 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 51068 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 51114 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 126590 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 78000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 78000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 276378 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 51068 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 51114 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 204590 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4777 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 226142 | NetInvestmentIncome |
| Adjusted Net Income | 88155 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -48016 | CashBOY |
| Cash EOY | 12258 | CashEOY |
| Cash EOYFMV | 12258 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 142080 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 313785 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 313785 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 50574 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 50574 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 50076 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2908026 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2650101 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2876899 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1178014 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1152149 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1161391 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 2634017 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 171608 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2405266 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2462409 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1822961 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 6635944 | TotalAssetsBOY |
| Total Assets EOY | 6641276 | TotalAssetsEOY |
| Total Assets EOYFMV | 6237370 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 186 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 741 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 186 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 741 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 6635758 | RetainedEarningsBOY |
| Retained Earnings EOY | 6640535 | RetainedEarningsEOY |
| Total Net Assets BOY | 6635758 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6640535 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6635944 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6641276 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6635758 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4777 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6640535 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6640535 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BAIRD 1246-3795 - SEE ATTACHMENT A | P | 24633 | 21232 | 3401 | 3401 |
| BAIRD 1246-3795 - SEE ATTACHMENT A | P | 274735 | 252659 | 22076 | 22076 |
| BAIRD 3669-9532 - SEE ATTACHMENT B | P | 38325 | 31788 | 6537 | 6537 |
| BAIRD 3669-9532 - SEE ATTACHMENT B | P | 92948 | 76857 | 16091 | 16091 |
| BAIRD 4770-8664 - SEE ATTACHMENT C | P | 2710 | 2599 | 111 | 111 |
| BAIRD 4770-8664 - SEE ATTACHMENT C | P | 81793 | 91953 | -10160 | -10160 |
| PLUMB TRUST COMPANY - SEE ATTACHMENT D | P | 366197 | 429263 | -63066 | -63066 |
| PLUMB TRUST COMPANY - SEE ATTACHMENT D | P | 719634 | 662193 | 57441 | 57441 |
| PLUMB TRUST COMPANY - SEE ATTACHMENT D | P | 958259 | 847673 | 110586 | 110586 |
| CAPITAL GAINS DIVIDENDS | P | 3293 | 3293 | 3293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 146310 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 4424 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 284361 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4533301 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062727 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 173779 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3747597 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046371 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 142771 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3923722 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.036387 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 148548 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2449067 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060655 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 84922 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2200732 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038588 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.244728 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048946 | AverageDistributionRatio |
| Net Noncharitable Assets | 4568663 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 223618 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2261 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 225879 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 282407 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2261 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2261 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2261 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4652 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4652 | TotalCreditsAndPayments |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Overpayment | 2388 | Overpayment |
| Amount Credited To Next Year | 2388 | 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 | 1 | 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 | LINDA HUGHES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6082419572 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3699 KINSMAN BLVD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53704 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA S HUGHES | ||||||||
| PO BOX 186 | RIDGEWAY | WI | 53582 | TREASURER/SECRETARY | 2.00 | 0 | 0 | 0 |
| ANNE M CONNOR | ||||||||
| PO BOX 186 | RIDGEWAY | WI | 53582 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| DEBRA LOCKE | ||||||||
| PO BOX 186 | RIDGEWAY | WI | 53582 | VICE PRESIDENT | 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 | MALCOLM STACK FOUNDATION, INC WAS ORGANIZED AND OPERATES TO CONSERVE AND PRESERVE SIGNIFICANT NATURAL RESOURCES. THE FOUNDATION CONDUCTS THE FOLLOWING ACTIVITIES IN FURTHERANCE OF ITS EXEMPT PURPOSES:LAND CONSERVATION: THE FOUNDATION HAS 148 ACRES OF LAND THAT IS LOCATED WEST OF THE VILLAGE OF RIDGEWAY, IOWA COUNTY, WISCONSIN AND IS UNIQUE IN BOTH ITS GEOLOGICAL FORMATION AND PRISTINE HABITAT. CURRENTLY, THERE ARE NATURE TRAILS FOR WALKING AND HORSEBACK RIDING ON THE LAND. THE FOUNDATION WORKS TO PRESERVE THE LAND'S NATURAL BEAUTY THROUGH LAND MANAGEMENT TECHNIQUES AND MAINTENANCE ACTIVITIES.THE FOUNDATION HAS ACCEPTED A 2009 GIFT OF LAND WITH BUILDINGS LOCATED AT 2395 CHESACO RD, BROOKSVILLE FLORIDA. THIS PROPERTY IS CURRENTLY IN THE PLANNING STAGE. | Description1 |
| Expenses1 | 187609 | Expenses1 |
| Description2 | EQUESTRIAN ACTIVITIES: THE FOUNDATION SPONSORS AND HOSTS WORKSHOPS GIVEN BY VARIOUS NATIONAL AND REGIONAL EQUESTRIAN ASSOCIATIONS. THE WORKSHOPS ARE HELD ON THE LAND AND ARE OPEN TO INTERESTED AND QUALIFIED MEMBERS OF THE GENERAL PUBLIC.EDUCATIONAL ACTIVITIES: THE FOUNDATION PERIODICALLY MAKES THE LAND AVAILABLE TO ELEMENTARY AND SECONDARY SCHOOL-AGED CHILDREN AND OTHER CONSERVATION-ORIENTED NONPROFIT ORGANIZATIONS, TO STUDY VEGETATION AND LAND FORMATION THAT IS UNIQUE TO SOUTHWESTERN WISCONSIN.ADMINISTRATION BUILDING: THE ADMINISTRATION BUILDING WAS BUILT ON THE LAND FOR USE IN THE FOUNDATION'S EXEMPT PURPOSES. FOR A NOMINAL FEE, THE FOUNDATION PROVIDES VARIOUS NON-PROFIT, CONSERVATION ORGANIZATIONS WITH ACCESS TO ITS ADMINISTRATION BUILDING FOR ORGANIZATIONAL MEETINGS OR FOR A PLACE TO STUDY THE NATURAL HABITAT OF THE LAND. | Description2 |
| Expenses2 | 10769 | Expenses2 |
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 | 4490088 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 148149 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4638237 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4638237 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 69574 | CashDeemedCharitable |
| Net Noncharitable Assets | 4568663 | NetNoncharitableAssets |
| Minimum Investment Return | 228433 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 204590 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 77817 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 282407 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2261 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 280146 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2001-06-18 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 88155 | CurrentYear |
| Year1 | 103512 | Year1 |
| Year2 | 83608 | Year2 |
| Year3 | 94639 | Year3 |
| Total | 369914 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 74932 | CurrentYear |
| Year1 | 87985 | Year1 |
| Year2 | 71067 | Year2 |
| Year3 | 80443 | Year3 |
| Total | 314427 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 282407 | CurrentYear |
| Year1 | 285509 | Year1 |
| Year2 | 173779 | Year2 |
| Year3 | 142771 | Year3 |
| Total | 884466 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 78000 | CurrentYear |
| Year1 | 80250 | Year1 |
| Year2 | 48250 | Year2 |
| Year3 | 49520 | Year3 |
| Total | 256020 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 204407 | CurrentYear |
| Year1 | 205259 | Year1 |
| Year2 | 125529 | Year2 |
| Year3 | 93251 | Year3 |
| Total | 628446 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 6898506 | CurrentYear |
| Year1 | 6518401 | Year1 |
| Year2 | 6124401 | Year2 |
| Year3 | 4788942 | Year3 |
| Total | 24330250 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1892535 | CurrentYear |
| Year1 | 1873874 | Year1 |
| Year2 | 2433194 | Year2 |
| Year3 | 1539465 | Year3 |
| Total | 7739068 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 152289 | CurrentYear |
| Year1 | 151110 | Year1 |
| Year2 | 124920 | Year2 |
| Year3 | 130791 | Year3 |
| Total | 559110 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 8400 SILVER CROSSING | OKLAHOMA CITY | OK | 73132 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| UW LACROSSE | |||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | NONE | PUBLIC | SCHOLARSHIP | $1,000 |
| DRIVE FOR HOPE UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE PO BOX 8860 | MADISON | WI | 53708 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 1 BRIAR RD | GOLF | IL | 60029 | NONE | PUBLIC | PROGRAM SUPPORT | $3,500 |
| FRIENDS OF MSCR | |||||||
| 3802 REGENT ST | MADISON | WI | 53705 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| UW MILWAUKEE | |||||||
| 2200 E KENWOOD BLVD | MILWAUKEE | WI | 53201 | NONE | SCHOLARSHIP | PROGRAM SUPPORT | $1,000 |
| PLANNED PARENTHOOD OF WISCONSIN | |||||||
| 111 KING ST | MADISON | WI | 53703 | NONE | PUBLIC | PROGRAM SUPPORT | $33,000 |
| UW PLATTEVILLE | |||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | NONE | SCHOLARSHIP | PROGRAM SUPPORT | $1,000 |
| UW MADISON | |||||||
| 21 N PARK ST | MADISON | WI | 53715 | NONE | SCHOLARSHIP | PROGRAM SUPPORT | $1,000 |
| TANDEM PRESS | |||||||
| 201 S DICKINSON ST 1 | MADISON | WI | 53703 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| CARROLL UNIVERSITY | |||||||
| 100 NORTH EAST AVENUE | WAUKESHA | WI | 53186 | NONE | SCHOLARSHIP | PROGRAM SUPPORT | $1,000 |
| UW FOUNDATION LUNG CANCER DEPARTMENT | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 78000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $130,900 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $146,310 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL CONSERVATION PMTS | Description |
| Related Or Exempt Function Income | 3945 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $277,210 | ExclusionAmount |
| Related Or Exempt Function Income | 3945 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 281155 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | PAYMENTS FROM USDA PROVIDE COMPENSATION TO MAINTAIN THE LAND FOR WILD LIFE | RelationshipStatement |
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 | MEICHER & ASSOCIATES | Category |
| Amount | $7,229 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 7229 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PLUMB - SEE STATEMENT | 570559 | 570565 |
| BAIRD 1246-3795 - SEE STATEMENT | 581590 | 590826 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PLUMB - SEE STATEMENT | 1667166 | 1808547 |
| BAIRD 1246-3795 - SEE STATEMENT | 657058 | 747291 |
| BAIRD 3669-9532 - SEE STATEMENT | 149975 | 169824 |
| BAIRD 4770-8664 - SEE STATEMENT | 175902 | 151237 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 50574 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 50076 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | QUARLES AND BRADY | Category |
| Amount | $7,976 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 7976 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| UTILITIES | 8813 | 0 | 0 | 8813 |
| INSURANCE | 6157 | 0 | 0 | 6157 |
| REPAIRS & MAINTENANCE | 1955 | 0 | 0 | 1955 |
| TELEPHONE & INTERNET | 508 | 0 | 0 | 508 |
| PAYROLL PROCESSING FEES | 1297 | 0 | 0 | 1297 |
| OFFICE SUPPLIES AND EXPENSES | 674 | 57 | 103 | 571 |
| CONTRACT LABOR | 3572 | 0 | 0 | 3572 |
| SUPPLIES | 23005 | 0 | 0 | 23005 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL CONSERVATION PMTS | Description |
| Revenue And Expenses Per Books | 3945 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 3945 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETIREMENT PLAN PAYABLE | Description |
| BOY Book Value | 186 | BOYBookValue |
| EOY Book Value | 741 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BAIRD INVESTMENT FEES | $22,290 | 22290 | 22290 | 0 |
| PLUMB TRUST COMPANY | $28,316 | 28316 | 28316 | 0 |
| APPRAISAL | $3,500 | 0 | 0 | 3500 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| REAL ESTATE TAXES | $10,628 | 0 | 0 | 10628 |
| PAYROLL TAXES | $2,700 | 0 | 0 | 2700 |
| FOREIGN TAXES | $405 | 405 | 405 | 0 |
Comments