DUDLEY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DUDLEY FOUNDATION INC (EIN 39-2003427)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-07
- IRS object ID
- 201213129349100751
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-07T13:26:52-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392003427 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUDLEY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DUDL | NameControl |
| Phone | 7158495729 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET NO 2 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY FREELS | Name |
| Title | TREASURER | Title |
| Phone | 7158495729 | Phone |
| Date Signed | 2012-10-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN M VANDEHEY | Name |
| PTIN | P00035097 | PTIN |
| Phone | 9204367800 | Phone |
| Date Prepared | 2012-10-26 | DatePrepared |
| 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 | 4933187 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 1182 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1182 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 74218 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 74218 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -16030 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 494364 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 59370 | TotalRevenueAndExpenses |
| Total Net Investment Income | 75400 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8400 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1680 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 6720 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5400 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5400 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 32815 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11215 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 21600 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1605 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6496 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2205 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4291 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 60116 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20500 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 38011 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 145266 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 165265 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 205382 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20500 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 203276 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -146012 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 54900 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 46756 | CashBOY |
| Cash EOY | 28750 | CashEOY |
| Cash EOYFMV | 28750 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 558259 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 320014 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 320014 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3767096 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4248245 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4248245 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 281890 | InvestmentsOtherBOY |
| Investments Other EOY | 333519 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 333519 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 3647 | OtherAssetsBOY |
| Other Assets EOY | 2659 | OtherAssetsEOY |
| Other Assets EOYFMV | 2659 | OtherAssetsEOYFMV |
| Total Assets BOY | 4657648 | TotalAssetsBOY |
| Total Assets EOY | 4933187 | TotalAssetsEOY |
| Total Assets EOYFMV | 4933187 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 7500 | AccountsPayableBOY |
| Accounts Payable EOY | 75 | AccountsPayableEOY |
| Grants Payable BOY | 208250 | GrantsPayableBOY |
| Grants Payable EOY | 170908 | GrantsPayableEOY |
| Total Liabilities BOY | 215750 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 170983 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4441898 | UnrestrictedBOY |
| Unrestricted EOY | 4762204 | UnrestrictedEOY |
| Total Net Assets BOY | 4441898 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4762204 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4657648 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4933187 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4441898 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -146012 | ExcessOfRevenueOverExpenses |
| Other Increases | 466318 | OtherIncreases |
| Subtotal | 4762204 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4762204 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| SEE ATTACHED DETAIL | 58340 | 50037 | 8303 | 8303 |
| SEE ATTACHED DETAIL | 436024 | 460357 | -24333 | -24333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -16030 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 252447 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4618440 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054661 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 288614 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4720917 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.061135 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 214382 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4421655 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048485 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 288770 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5446027 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053024 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 313305 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5918908 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052933 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270238 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054048 | AverageDistributionRatio |
| Net Noncharitable Assets | 4613437 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 249347 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 549 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 249896 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 203276 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1098 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1098 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1098 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2568 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2568 | TotalCreditsAndPayments |
| Overpayment | 1470 | Overpayment |
| Amount Credited To Next Year | 1470 | 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 | 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 | ALEXANDER PROPERTIES INC CO GARY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7158495729 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 2 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD DUDLEY | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | CHAIRMAN | 2.00 | 1200 | 0 | 0 |
| ANN D SHANNON | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | PRESIDENT | 10.00 | 1200 | 0 | 0 |
| JOHN D DUDLEY | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | VICE PRESIDENT | 2.00 | 1200 | 0 | 0 |
| GARY W FREELS | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | TREASURER | 2.00 | 1200 | 0 | 0 |
| PAUL C SCHLINDWIEN II | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | SECRETARY | 2.00 | 1200 | 0 | 0 |
| MARY C DUDLEY | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | DIRECTOR | 2.00 | 1200 | 0 | 0 |
| ROBERT J DUDLEY II | ||||||||
| 500 FIRST STREET SUITE 2 | WAUSAU | WI | 54403 | DIRECTOR | 2.00 | 1200 | 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 | THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CONTRIBUTIONS AND PROGRAM RELATED INVESTMENTS TO PUBLIC CHARITIES. IT DOES NOT ENGAGE IN OTHER DIRECT CHARITABLE ACTIVITIES. | Description1 |
| Expenses1 | 183277 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4581010 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 101548 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1134 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4683692 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4683692 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 70255 | CashDeemedCharitable |
| Net Noncharitable Assets | 4613437 | NetNoncharitableAssets |
| Minimum Investment Return | 230672 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 230672 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1098 | TaxBasedOnInvestmentIncome |
| Total Tax | 1098 | TotalTax |
| Distributable Amount Before Adj | 229574 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 229574 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 229574 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 203276 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 203276 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 203276 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 229574 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 70000 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 203276 | QualifyingDistributions |
| Applied To Year1 | 70000 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 133276 | 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 | 96298 | 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) |
|---|---|---|
| Contributing Manager | RICHARD DUDLEY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DUDLEY FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 2 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7158495729 | RecipientPhoneNumber |
| Form And Info And Materials | SEE ATTACHED STATEMENT. | FormAndInfoAndMaterials |
| Submission Deadlines | SEE ATTACHED STATEMENT. | SubmissionDeadlines |
| Restrictions On Awards | SEE ATTACHED STATEMENT. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||
| 222 W WASHINGTON AVENUE SUITE 600 | MADISON | WI | 53703 | 501(C)(3) | EQUIPMENT DRIVE | $1,500 |
| CAMP MANITO-WISH YMCA INC | ||||||
| PO BOX 246 | BOULDER JUNCTION | WI | 54212 | 501(C)(3) | JOHN F. MICHLER HERITAGE CENTER BUILDING PROJECT | $12,500 |
| CENTER FOR THE VISUAL ARTS | ||||||
| 427 N 4TH STREET | WAUSAU | WI | 54403 | 501(C)(3) | LECTURES AND WORKSHOPS IN 2012 | $2,500 |
| FAMILY COUNSELING SERVICE OF WAUSAU INC | ||||||
| 903 SECOND STREET | WAUSAU | WI | 54401 | 2012 FUND DRIVE | $5,000 | |
| FRIENDS OF WISCONSIN PUBLIC TELEVISION | ||||||
| 821 UNIVERSITY AVENUE | MADISON | WI | 53706 | 501(C)(3) | JEWEL BOX CONCERT SERIES | $6,000 |
| JUNIOR ACHIEVEMENT OF WISCONSIN | ||||||
| 2904 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | 501(C)(3) | IT'S MY BUSINESS GRANT | $15,000 |
| KIDS VOTING USA OF MARATHON COUNTY | ||||||
| 625 STEWART AVENUE | WAUSAU | WI | 54401 | 501(C)(3) | MARATHON COUNTY HIGH SCHOOL POLITICAL CONVENTION | $5,000 |
| MARATHON COUNTY | ||||||
| 212 RIVER DRIVE SUITE 2 | WAUSAU | WI | 54403 | PARKS IMPROVEMENTS | $2,500 | |
| MARATHON COUNTY CRIME STOPPERS | ||||||
| 500 FOREST STREET | WAUSAU | WI | 54403 | QUICK 50 WEB & TEXT PROGRAM | $750 | |
| MARATHON COUNTY HISTORICAL SOCIETY | ||||||
| 403 MCINDOE STREET | WAUSAU | WI | 54403 | 501(C)(3) | PERMANENT HISTORY EXHIBIT | $12,500 |
| PERFORMING ARTS FOUNDATION INC | ||||||
| 401 4TH STREET | WAUSAU | WI | 54403 | 501(C)(3) | 2011-2012 FUND DRIVE | $15,000 |
| RIVER VALLEY JAZZ SOCIETY LTD | ||||||
| 123 GRAND AVENUE | WAUSAU | WI | 54403 | 501(C)(3) | 2012 JAZZ FESTIVAL | $500 |
| SCHOOL DISTRICT OF EDGAR | ||||||
| 203 E BIRCH STREET | EDGAR | WI | 54426 | COURAGE HAS NO SHAPE, SIZE, OR COLOR PROGRAM | $1,000 | |
| ST VINCENT DEPAUL | ||||||
| 1004 E MAIN STREET | MERRILL | WI | 54452 | 501(C)(3) | CABRINI CONFERENCES | $3,000 |
| THE NEIGHBORS' PLACE | ||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | 501(C)(3) | CHANNEL 7 - SHARE THE HOLIDAYS PROJECT | $7,500 |
| THE SALVATION ARMY | ||||||
| 202 CALLON STREET | WAUSAU | WI | 54401 | 501(C)(3) | CHANNEL 7 - SHARE THE HOLIDAYS PROJECT | $7,500 |
| UNITED WAY OF MARATHON COUNTY | ||||||
| 137 RIVER DRIVE | WAUSAU | WI | 54403 | 501(C)(3) | READY TO READ BOOK PROGRAM | $3,000 |
| WAUSAU MARATHON COUNTY SCHOOLS SAFETY PATROLS | ||||||
| 515 GRAND AVENUE | WAUSAU | WI | 54403 | SAFETY PATROL TRIPS | $2,000 | |
| WAUSAU CURLING CLUB | ||||||
| 1920 CURLING WAY | WAUSAU | WI | 54401 | NEW CURLING FACILITY | $37,500 | |
| WAUSAU KAYAK CANOE CORPORATION | ||||||
| 200 RIVER DRIVE | WAUSAU | WI | 54403 | 501(C)(3) | 2012 INTERNATIONAL CANOE FEDERATION | $20,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION | ||||||
| 613 FIFTH STREET | WAUSAU | WI | 54403 | 501(C)(3) | BUILDING RENOVATION PROJECT | $5,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 165265 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS & GIRLS CLUB OF THE WAUSAU AREA INC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1710 2ND STREET | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | PROGRAMS AND EQUIPMENT | PurposeOfGrantOrContribution |
| Amount | $26,203 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 26203 | 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 | $1,182 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $74,218 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$16,030 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $59,370 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 59370 | 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 | AUDIT | Category |
| Amount | $10,800 | Amount |
| Net Investment Income | 5400 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5400 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 4248245 | EOYBookValue |
| EOYFMV | 4248245 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 333519 | BookValue |
| EOYFMV | 333519 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DIVIDEND RECEIVABLE | 1079 | 1189 | 1189 |
| EXCISE TAX RECEIVABLE | 2568 | 1470 | 1470 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MEMBERSHIP DUES | 3020 | 1510 | 1510 |
| INSURANCE | 2250 | 450 | 1800 |
| OFFICE EXPENSES | 952 | 190 | 762 |
| MISCELLANEOUS | 274 | 55 | 219 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $448,973 |
| ADJUSTMENT TO BEGINNING BALANCE | $17,345 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MANAGEMENT FEES | $27,000 | 5400 | 21600 |
| INVESTMENT ADVISOR FEES | $5,815 | 5815 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN AND PROPERTY TAXES | $507 | 0 | 0 |
| FEDERAL EXCISE TAX | $1,098 | 0 | 0 |
Comments