ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION (EIN 39-6566719)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-02-19
IRS object ID
202630509349100518
Schema version
2024v5.0
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)
Return2026-02-19T15:48:22-05:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260627400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASHER & WOOD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 N 18TH AVE STE 9AAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396566719EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLSWORTH AND CARLA PETERSONBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELLSBusinessNameControlTxt
Phone9207434501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13797 BAY SHORE DRIVEAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLA J PETERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2025-12-23SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROGER L WOOD CPAPreparerPersonNm
PTINP00572627PTIN
Phone9207438699PhoneNum
Preparation2026-02-19PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,772,273FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$752InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$752InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,427DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,427DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$116,480NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$125,621GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$116,480CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,000OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$141,659TotalRevAndExpnssAmt
Total Net Invst Incm$141,659TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,719AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,359AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,360AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$836TaxesRevAndExpnssAmt
Taxes Net Invst Incm$836TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$860OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$860OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,415TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,195TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,220TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,540ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,540ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$121,955TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,195TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,704ExcessRevenueOverExpensesAmt
Net Investment Income$138,464NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,626SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,056SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,056SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$437,467CorporateStockBOYAmt
Corporate Stock EOY$431,741CorporateStockEOYAmt
Corporate Stock EOYFMV$1,734,217CorporateStockEOYFMVAmt
Total Assets BOY$450,093TotalAssetsBOYAmt
Total Assets EOY$469,797TotalAssetsEOYAmt
Total Assets EOYFMV$1,772,273TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$450,093CapitalStockBOYAmt
Capital Stock EOY$469,797CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$450,093TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$469,797TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$450,093TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$469,797TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$450,093TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,704ExcessRevenueOverExpensesAmt
Subtotal$469,797SubtotalAmt
Tot Net Ast Or Fund Balances EOY$469,797TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NICOLET BANKSHARES INCD1992-12-072024-11-05$20,125$1,808$18,317$18,317
NICOLET BANKSHARES INCD1992-12-072024-12-12$25,052$2,052$23,000$23,000
SANDOZ GROUPP2001-05-222024-12-12$11,465$2,521$8,944$8,944
NICOLET BANKSHARES INCD1992-12-072025-02-27$24,992$1,640$23,352$23,352
NICOLET BANKSHARES INCD1992-12-072025-04-07$43,987$1,120$42,867$42,867
FieldValueIRS element (for citing)
Capital Gain Net Income$116,480CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,925InvestmentIncomeExciseTaxAmt
Subtotal$1,925SubtotalAmt
Tax Based On Investment Income$1,925TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,900TotalPaymentsAndCreditsAmt
Tax Due$25TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCARLA J PETERSONIndividualWithBooksNm
Phone9207434501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13797 BAY SHORE DRIVEAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCARLA J PETERSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13797 BAY SHORE DRIVEAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,593,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,952AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,627,495TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,627,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,412CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,603,083NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,154MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,154MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,925TaxBasedOnInvestmentIncomeAmt
Total Tax$1,925TotalTaxAmt
Distributable Before Adj$78,229DistributableBeforeAdjAmt
Distributable Before Ded$78,229DistributableBeforeDedAmt
Distributable As Adjusted$78,229DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,760ExpensesAndContributionsAmt
Qualifying Distributions$118,760QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,229DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$44,309ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$380,621ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,444ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,030ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$124,469ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$594,873TotalExcessDistributionCyovAmt
Qualifying Distributions$118,760QualifyingDistributionsAmt
Applied To Current Year$78,229AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,531RemainingDistriFromCorpusAmt
Total Corpus$635,404TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$44,309ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$591,095ExcessDistriCyovToNextYrAmt
Excess From Year4$380,621ExcessFromYear4Amt
Excess From Year3$43,444ExcessFromYear3Amt
Excess From Year2$2,030ExcessFromYear2Amt
Excess From Year1$124,469ExcessFromYear1Amt
Excess From Current Year$40,531ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCARLA J PETERSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCARLA J PETERSON TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13797 BAY SHORE DRIVEAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9207434501RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS SHOULD SUBMIT AN OUTLINE OF THE REASONS FOR THE GRANT REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE ACCEPTED AT ANY TIME.SubmissionDeadlinesTxt
Restrictions On AwardsTHE PURPOSES OF THE FOUNDATION ARE BROAD AND INCLUDE SUPPORT OF CULTURAL ACTIVITIES, SCHOOLS, COLLEGES AND MUSEUMS, HEALTH SERVICES AND SCIENTIFIC RESEARCH ACTIVITIES. ALSO INCLUDED IS SUPPORT OF ECOLOGICAL ACTIVITIES AND RELIGIOUS ACTIVITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIRCH CREEK MUSIC PERFORMANCE CTR
BIRCH CREEK MUSIC PERFORMANCE CENTER3821 COUNTY RD E3821 COUNTY RD EEGG HARBORWI54209N/APUBLICGENERAL OPERATIONS$500
CHILDREN FIRST DEVELOPMENT CENTER
CHILDREN FIRST DEVELOPMENT CENTER INC1743 EGG HARBOR RD1743 EGG HARBOR RDSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$7,500
COLIN AND FRIENDS CONCERT
COLIN AND FRIENDS CONCERTPO BOX 248PO BOX 248EPHRAIMWI54211N/APUBLICGENERAL OPERATIONS$1,500
DESTINATION STURGEON BAY
DESTINATION STURGEON BAY36 S 3RD AVE36 S 3RD AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$100
DOOR COUNTY BOOKMOBILE
DOOR COUNTY BOOKMOBILEPO BOX 379PO BOX 379EGG HARBORWI54209N/APUBLICGENERAL OPERATIONS$1,000
DOOR CANCER INC
DOOR CANCER INCPO BOX 423PO BOX 423STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$700
DOOR COMMUNITY AUDITORIUM
DOOR COMMUNITY AUDITORIUM3926 HWY 423926 HWY 42FISH CREEKWI54212N/APUBLICGENERAL OPERATIONS$2,500
DOOR COUNTY FOOD PANTRY COALITION
DOOR COUNTY FOOD PANTRY COALITION222 N 3RD AVE222 N 3RD AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
DOOR COUNTY HABITAT FOR HUMANITY
DOOR COUNTY HABITAT FOR HUMANITY410 N 14TH AVE410 N 14TH AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$5,000
DOOR COUNTY HISTORICAL SOCIETY
DOOR COUNTY HISTORICAL SOCIETYPO BOX 71PO BOX 71STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$2,000
DOOR COUNTY HOUSING PARTNERSHIP
DOOR COUNTY HOUSING PARTNERSHIPPO BOX 342PO BOX 342BAILEYS HARBORWI54202N/APUBLICGENERAL OPERATIONS$5,000
DOOR COUNTY LAND TRUST
DOOR COUNTY LAND TRUST217 N 4TH AVE 2ND FLOOR217 N 4TH AVE 2ND FLOORSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$100
DOOR COUNTY MEDICAL CENTER FOUNDATI
DOOR COUNTY MEDICAL CENTER FOUNDATION323 S 18TH AVE323 S 18TH AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$3,000
DOOR-TRAN
DOOR-TRAN1009 EGG HARBOR RD1009 EGG HARBOR RDSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
DOOR COUNTY YMCA
DOOR COUNTY YMCA1900 MICHIGAN ST1900 MICHIGAN STSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$27,000
FRIENDS OF PBS WISCONSIN
FRIENDS OF PBS WISCONSIN821 UNIVERSITY AVE821 UNIVERSITY AVEMADISONWI53706N/APUBLICGENERAL OPERATIONS$1,400
GLOBAL HOPE
GLOBAL HOPE934 N MAGNOLIA AVE934 N MAGNOLIA AVEORLANDOFL32803N/APUBLICGENERAL OPERATIONS$500
HAWAII THEATER CENTER
HAWAII THEATER CENTER1130 BETHEL ST1130 BETHEL STHONOLULUHI96813N/APUBLICGENERAL OPERATIONS$1,000
HELP OF DOOR COUNTY
HELP OF DOOR COUNTY219 GREEN BAY RD219 GREEN BAY RDSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$100
LAKESHORE CAP
LAKESHORE CAP131 S 3RD AVE131 S 3RD AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
MACULAR DEGENERATION RESEARCH
MACULAR DEGENERATION RESEARCH22512 GATEWAY CENTER DR22512 GATEWAY CENTER DRCLARKSBURGMD20871N/APUBLICGENERAL OPERATIONS$2,000
MIDSUMMER'S MUSIC LTD
MIDSUMMER'S MUSIC LTD10568 COUNTRY WALK LANE10568 COUNTRY WALK LANESISTER BAYWI54234N/APUBLICGENERAL OPERATIONS$1,500
MISSION PARTNERS FOR CHRIST
MISSION PARTNERS FOR CHRISTPO BOX 203PO BOX 203MANHATTANIL60442N/APUBLICGENERAL OPERATIONS$1,000
MONEY MANAGEMENT COUNSELORS
MONEY MANAGEMENT COUNSELORS57 N 12TH AVE SUITE 10457 N 12TH AVE SUITE 104STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,600
MONTANA FREE PRESS
MONTANA FREE PRESSPO BOX 1425PO BOX 1425HELENAMT59624N/APUBLICGENERAL OPERATIONS$1,500
NATIONAL WWII MUSEUM
NATIONAL WWII MUSEUM945 MAGAZINE ST945 MAGAZINE STNEW ORLEANSLA70130N/APUBLICGENERAL OPERATIONS$100
NORTHERN DOOR CHILD CARE CENTER
NORTHERN DOOR CHILD CARE CENTER10520 JUDITH BLAZER DRIVE10520 JUDITH BLAZER DRIVESISTER BAYWI54234N/APUBLICCAPITAL CAMPAIGN & REKINDLE CAMPAIGN$1,000
NORTHERN SKY THEATER
NORTHERN SKY THEATER9058 CO RD A9058 CO RD AFISH CREEKWI54212N/APUBLICGENERAL OPERATIONS$20,000
PARKER SCHOOL FUND
PARKER SCHOOL FUND65-1224 LINDSEY RD65-1224 LINDSEY RDKAMUELAHI96743N/APUBLICGENERAL OPERATIONS$2,000
PENINSULA SCHOOL OF ART
PENINSULA SCHOOL OF ART3900 COUNTY F3900 COUNTY FFISH CREEKWI54212N/APUBLICGENERAL OPERATIONS$1,000
ROTARY INTERNATIONAL
ROTARY INTERNATIONAL1560 SHERMAN AVE1560 SHERMAN AVEEVANSTONIL602013698N/APUBLICGENERAL OPERATIONS$1,000
SAIL TRAINING FOUNDATION
SAIL TRAINING FOUNDATION600 NAUTICAL DR600 NAUTICAL DRSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
SOUTHERN DOOR COMMUNITY AUDITORIUM
SOUTHERN DOOR COUMMUNITY AUDITORIUM2073 CTY DK2073 CTY DKBRUSSELSWI54204N/APUBLICGENERAL OPERATIONS$1,000
ST JOSEPH EDUCATIONAL ENDOW TRUST
ST JOSEPH EDUCATIONAL ENDOWMENT TRUST526 LOUISIANA ST526 LOUISIANA STSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
SUNSHINE RESOURCES
SUNSHINE RESOURCES55 W YEW ST55 W YEW STSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,380
THIRD AVENUE PLAYWORKS
THIRD AVENUE PLAYWORKS239 N 3RD AVE239 N 3RD AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$11,260
THOMAS J WEBB SCHOLARSHIP TRUST
THOMAS J WEBB SCHOLARSHIP TRUST3931 BAY SHORE DR3931 BAY SHORE DRSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
USMMA ALUMNI ASSOC & FOUNDATION
USMMA ALUMNI ASSOCIATION & FOUNDATION INC300 STEAMBOAT ROAD300 STEAMBOAT ROADKINGS POINTNY11024N/APUBLICGENERAL OPERATIONS$3,000
US NAVY MEMORIAL
US NAVY MEMORIAL701 PENNSYLVANIA AVE NW701 PENNSYLVANIA AVE NWWASHINGTONDC200042608N/APUBLICGENERAL OPERATIONS$200
WISCONSIN BADGER STATE SHERIFFS' AS
WISCONSIN BADGER STATE SHERIFFS' ASSOCIATIONPO BOX 763PO BOX 763BARABOOWI53913N/APUBLICGENERAL OPERATIONS$100
WISCONSIN HUMANE SOCIETY - DOOR CO
WISCONSIN HUMANE SOCIETY - DOOR COUNTY CAMPUS3475 PARK DR3475 PARK DRSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,540TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$752ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,427ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116,480ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURN OF PY UNCLEARED CHECDesc
Exclusion14ExclusionCd
Exclusion$1,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$141,659ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$141,659TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$4,719Amt
Net Investment Income$2,359NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,360DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC$30,975$186,001
APPLE INC$23,541$270,370
BERKSHIRE HATHAWAY INC CL B$64,120$214,893
CISCO SYSTEMS$48,205$146,220
COLGATE - PALMOLIVE$46,103$107,870
MICROSOFT CORP$33,555$209,713
NICOLET BANKSHARES INC
NOVARTIS$45,709$173,306
SANDAZ GROUP
US BANCORP$6,623$116,700
VANGUARD FUNDS$132,910$309,144

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSE$860$860

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN OF PY UNCLEARED CHECKDesc
Revenue And Expenses Per Books$1,000RevenueAndExpensesPerBooksAmt
Net Investment Income$1,000NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$836Amt
Net Investment Income$836NetInvestmentIncomeAmt

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