AGUILAR ROSS FOUNDATION LTD: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
AGUILAR ROSS FOUNDATION LTD (EIN 39-1914688)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-02
IRS object ID
201203079349300940
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-02T15:23:26-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Paul J Schilling CPA SCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11744 Blackhawk TrailAddressLine1
CityWaukeshaCity
StateWIState
ZIP Code53186ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391914688EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AGUILAR ROSS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlAGUINameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line15381 SOUTH 48TH STREETAddressLine1
CityGREENFIELDCity
StateWIState
ZIP Code53220ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameFRANCISCO G AGUILARName
TitleOFFICERTitle
Phone4144210374Phone
Date Signed2012-11-02DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePaul J Schilling CPAName
Phone2625745496Phone
Date Prepared2012-11-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonFRANCISCO G AGUILARNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15381 S 48TH STAddressLine1
CityGreenfieldCity
StateWIState
ZIP Code53220ZIPCode
FieldValueIRS element (for citing)
Gross Receipts159187GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1997YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionSUPPORT OF SAN LUIS MEDICAL CLINIC WHICH SERVES THE POORActivityOrMissionDescription
Nbr Voting Members Governing Body4NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year30840ContributionsGrantsPriorYear
Contributions Grants Current Year30672ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year2391InvestmentIncomePriorYear
Investment Income Current Year17124InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year33231TotalRevenuePriorYear
Total Revenue Current Year47796TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year25000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY29000GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year6412OtherExpensePriorYear
Other Expenses Current Year7660OtherExpensesCurrentYear
Total Expenses Prior Year31412TotalExpensesPriorYear
Total Expenses Current Year36660TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1819RevenuesLessExpensesPriorYear
Revenues Less Expenses CY11136RevenuesLessExpensesCY
Total Assets BOY252023TotalAssetsBOY
Total Assets EOY263159TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY252023NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY263159NetAssetsOrFundBalancesEOY
Mission DescriptionSUPPORT OF SAN LUIS MEDICAL CLINIC WHICH SERVES THE POORMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense29000Expense
DescriptionSUPPORT OF SAN LUIS MEDICAL CLINIC WHICH SERVES THE POORDescription
Total Program Service Expense29000TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members4NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddresstrueOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonFRANCISCO G AGUILARNamePerson
Telephone Number4144210374TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15381 S 48TH STAddressLine1
CityGreenfieldCity
StateWIState
ZIP Code53220ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (4 entries)

TitleTitleOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per WeekAverageHoursPerWeek
ATTY DENNIS L FISHER
ASST SECX000
ELIZABETH J ROSS
VP SECX000
FRANCISCO G AGUILAR
PRESTREASX0001.00
JOHN W EGAN CPA
BOARD OF DIRX000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions30672AllOtherContributions
Noncash Contributions30672NoncashContributions
Total Contributions30672TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3890TotalRevenueColumn
Related Or Exempt Function Income3890RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities124625Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities111391Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities13234Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column13234TotalRevenueColumn
Related Or Exempt Function Income13234RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column47796TotalRevenueColumn
Related Or Exempt Function Income17124RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total29000Total
Program Services29000ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total279Total
Management And General279ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total950Total
Management And General950ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total6106Total
Management And General6106ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK SERVICE CHARGESDescription
Total325Total
Management And General325ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total36660Total
Program Services29000ProgramServices
Management And General7660ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY14513BOY
EOY13914EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY237510BOY
EOY249245EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY252023BOY
EOY263159EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY252023BOY
EOY263159EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY252023BOY
EOY263159EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY252023BOY
EOY263159EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses11136ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedfalseFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years75900CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years32000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33482CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year30840CurrentTaxYearMinus1Year
Current Tax Year30672CurrentTaxYear
Total202894Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years75900CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years32000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33482CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year30840CurrentTaxYearMinus1Year
Current Tax Year30672CurrentTaxYear
Total202894Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total181538AmountsSubstContributorsTotal
Public Support Total17021356PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4352CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3300CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3087CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3634CurrentTaxYearMinus1Year
Current Tax Year3948CurrentTaxYear
Total18321Total
FieldValueIRS element (for citing)
Total Support221215TotalSupport
Public Support Pertcentage1700.09650PublicSupportPertcentage170
Public Support Pertcent Prior Year0.10560PublicSupportPertcentPriorYear
Ten Percent Test Prior YearXTenPercentTestPriorYear
Facts And Circumstances Test10 Facts and Circumstances Test Part II line 17a or 17b THE ORGANIZATION MAINTAINS A BONAFIDE PROGRAM FOR SOLICITING FUNDS FROM THE GENERAL PUBLIC FOR THE SUPPORT OF THE SAN LUIS MEDICAL CLINIC IN MEXICO THE CLINIC ADMINISTERS MEDICAL SERVICES AT NO COST TO THE POOR IN THE SAN LUIS COMMUNITYFactsAndCircumstancesTest

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule F IRS990ScheduleF

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionCentral America andRegion
Purpose Of GrantMEDICAL SERVICESPurposeOfGrant
Amount Of Cash Grant29000AmountOfCashGrant
Manner Of Cash Disbursementwire transMannerOfCashDisbursement
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99030672NoncashContribsRptdF990
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
ExplanationThe Company is indicating the number of noncash contribution transactionsExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanation
01. Officer, directors, etc. family relationship (Part VI, line 2)FRANCISCO G AGUILAR AND ELIZABETH ROSS ARE HUSBAND AND WIFE
02. Form 990 governing body review (Part VI, line 11)THE TREASURER AND SECRETARY REVIEW THE FORM 990 BEFORE SIGNING THE RETURN AND SENDING TO IRS
03. Officer, director, etc mailing address (Part VI, line 9)DENNIS FISHER - ASST SECRETARY 111 EAST KILBOURN AVE SUITE 100 MILWAUKEE WI 53202 JOHN EGAN - BOARD OF DIRECTORS 1924 NORTH 71ST STREET WAUWATOSA WI 53214
04. Governing documents, etc, available to public (Part VI, line 19)GOVERNING DOCUMENTS MAY BE REQUESTED IN WRITING AND MAILED TO FRANCISCO AGUILAR 5381 SOUTH 48TH STREET GREENFIELD WI 53220

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