MARK & MARY PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARK & MARY PETERSON FAMILY FOUNDATION INC (EIN 27-1561402)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349102616
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T15:55:28-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391731751 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD C CONDON JR AND ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SO WASHINGTON ST STE 301 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543014200 | 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 | 271561402 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK & MARY PETERSON FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARK | NameControl |
| Phone | 9205449384 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COUNTRY CLUB ROAD | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 54313 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK PETERSON | Name |
| Title | PRESIDENT | Title |
| Phone | 9205449384 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD C CONDON JR | Name |
| PTIN | P00229044 | PTIN |
| Phone | 9204326466 | 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 | 466560 | 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 |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 18664 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18664 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4997 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 66556 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4997 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 228 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 228 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 23890 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23890 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6685 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 3 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 331 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 237 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3778 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2918 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10797 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3155 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 24000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 34797 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3155 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 24000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10907 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20735 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 7916 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13003 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13003 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 472330 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 456854 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 453557 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 517 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 480763 | TotalAssetsBOY |
| Total Assets EOY | 469857 | TotalAssetsEOY |
| Total Assets EOYFMV | 466560 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 480763 | RetainedEarningsBOY |
| Retained Earnings EOY | 469857 | RetainedEarningsEOY |
| Total Net Assets BOY | 480763 | TotalNetAssetsBOY |
| Total Net Assets EOY | 469857 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 480763 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 469857 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 480763 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10907 | ExcessOfRevenueOverExpenses |
| Other Increases | 1 | OtherIncreases |
| Subtotal | 469857 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 469857 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 57.261 SH EUROPACIFIC GROWTH FUND | P | 2010-01-11 | 2011-05-31 | 2500 | 2259 | 241 | 241 |
| 81.301 SH THORNBURG INT'L VALUE FD | P | 2010-08-17 | 2011-05-31 | 2500 | 2035 | 465 | 465 |
| 135.87 SH PIMCO TOTAL RETURN FD | P | 2010-08-18 | 2011-08-11 | 1500 | 1563 | -63 | -63 |
| 464.253 SH BAIRD CORE BOND FD | P | 2010-08-18 | 2011-11-30 | 5000 | 4986 | 14 | 14 |
| 949.487 SH GROWTH FUND OF AMERICA | P | 2010-08-17 | 2011-11-30 | 27640 | 25000 | 2640 | 2640 |
| 495.05 SH ING GLOBAL REAL ESTATE | P | 2010-08-17 | 2011-11-30 | 7500 | 7272 | 228 | 228 |
| 463.822 SH PIMCO TOTAL RETURN FD | P | 2010-08-18 | 2011-11-30 | 5000 | 5334 | -334 | -334 |
| 960.307 SH PIMCO COMMODITY REAL RETURN | P | 2010-08-17 | 2011-11-30 | 7500 | 7596 | -96 | -96 |
| 394.011 SH TEMPLETON GLOBAL BOND FD | P | 2010-08-17 | 2011-11-30 | 5000 | 5280 | -280 | -280 |
| 7.75 SH GROWTH FUND OF AMERICA | P | 2010-12-22 | 2011-11-30 | 226 | 234 | -8 | -8 |
| CAPITAL GAINS DIVIDENDS | P | 2190 | 2190 | 2190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4997 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23145 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 488612 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047369 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 492500 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.047369 | TotalDistributionRatio |
| Average Distribution Ratio | 0.023685 | AverageDistributionRatio |
| Net Noncharitable Assets | 502903 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11911 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 207 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12118 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 24000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 207 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 207 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 207 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 207 | 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 | MARK PETERSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9205449384 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COUNTRY CLUB RD | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 54313 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARK PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | TREASURER/VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| MARY PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| BRAD PETERSON | ||||||||
| 100 COUNTRY CLUB ROAD | GREEN BAY | WI | 54313 | SECRETARY | 0.00 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 501530 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9031 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 510561 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 510561 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7658 | CashDeemedCharitable |
| Net Noncharitable Assets | 502903 | NetNoncharitableAssets |
| Minimum Investment Return | 25145 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 25145 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 207 | TaxBasedOnInvestmentIncome |
| Total Tax | 207 | TotalTax |
| Distributable Amount Before Adj | 24938 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24938 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24938 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 24000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Qualifying Distributions | 24000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 207 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23793 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24938 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1300 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 24000 | QualifyingDistributions |
| Applied To Year1 | 1300 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22700 | 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 | 2238 | 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) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NEOSHO COMMUNITY CHURCH | |||||||
| 12981 OAK ROAD | NEOSHO | WI | 64850 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| CHILDREN'S MUSEUM | |||||||
| 1125 SO ROOSEVELT STREET | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| FAMILY SERVICES | |||||||
| 300 CROOKS STREET | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| GREATER GREEN BAY YMCA STRONG KIDS CAMPAIGN | |||||||
| 380 BROADVIEW DRIVE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| NWTC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 19042 | GREEN BAY | WI | 54307 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| PAUL'S PANTRY | |||||||
| 1529 LEO FRIGO WAY | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| ENCOMPASS EARLY EDUCATION | |||||||
| 500 PINE STREET | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| CEREBRAL PALSY INC | |||||||
| 2801 SO WEBSTER AVENUE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| ST JOHN THE BAPTIST PARISH | |||||||
| 2597 GLENDALE AVENUE | GREEN BAY | WI | 54313 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| HOUSE OF HOPE | |||||||
| 1660 CHRISTIANA STREET | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| HOWE NEIGHBORHOOD FAMILY RESOURCE | |||||||
| 526 SOUTH MONROE AVENUE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $500 |
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 311 SOUTH ONEIDA STREET | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| WESTWOOD ELEMENTARY SCHOOL | |||||||
| 1155 WESTWOOD STREET | DE PERE | WI | 54115 | NONE | PUBLIC CHARITY | SUPPORT CHARITABLE ACTIVITY | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,664 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $228 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,997 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $23,890 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23890 | 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 | GERALD C. CONDON, JR | Category |
| Amount | $6,685 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGAN STANLEY SB EQUITY FUND | 54027 | 60398 |
| MORGAN STANLEY SB MUTUAL FUND | 402827 | 393159 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE IN ACCRUED INCOME | Description |
| BOY Book Value | 517 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL REPORT | 10 | 0 | 0 |
| MORGAN STANLEY SB FEE | 2918 | 2918 | 0 |
| FORM 1023 APPLICATION FEE | 850 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MORGAN STANLEY MUTUAL FUND CR. | Description |
| Revenue And Expenses Per Books | 228 | RevenueAndExpensesPerBooks |
| Net Investment Income | 228 | NetInvestmentIncome |
| Adjusted Net Income | 228 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING ADJUSTMENT | Description |
| Amount | $1 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $237 | 237 | 0 |
| 2010 EXCISE TAX | $94 | 0 | 0 |
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