LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201231319349100418
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T09:47:40-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FRONTENAC AVE PO BOX 106 | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 544810106 | 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 | 396104415 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD YOUTH LEADERSHIP FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAIR | NameControl |
| Phone | 3012295596 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1136 SOUTHFORK DRIVE | AddressLine1 |
| City | RIVER FALLS | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID M LAIRD | Name |
| Title | TREASURER | Title |
| Phone | 3012295596 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACEY DONOVAN CPA | Name |
| PTIN | P00848082 | PTIN |
| Phone | 7153444984 | 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 | 483347 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 8709 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8709 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -27425 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 577913 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -18716 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8709 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1075 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 310 | InterestRevAndExpnss |
| Interest Net Invst Incm | 310 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 33 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 33 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4735 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3305 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6153 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3648 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31153 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3648 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -49869 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5061 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | -4085 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7024 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7024 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 573144 | InvestmentsOtherBOY |
| Investments Other EOY | 512166 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 476323 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 662 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 662 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 569059 | TotalAssetsBOY |
| Total Assets EOY | 519190 | TotalAssetsEOY |
| Total Assets EOYFMV | 483347 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 569059 | CapitalStockBOY |
| Capital Stock EOY | 519190 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 569059 | TotalNetAssetsBOY |
| Total Net Assets EOY | 519190 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 569059 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 519190 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 569059 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -49869 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 519190 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 519190 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (124 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 193.713 LEGG MASON CB APPRECIATION CL | 2010-12-29 | 2011-06-30 | 2791 | 2660 | 131 | 131 |
| 460.254 LM CBA EQUITY INCOME BUILDER FUND CL A | 2011-06-30 | 6135 | 5584 | 551 | 551 | |
| 98.775 LM CBA EQUITY INCOME BUILDER FUND CL A | 2011-07-07 | 1341 | 1317 | 24 | 24 | |
| 82.713 LEGG MASON CLEARBRIDGE AGGRESS GROWTH FUND | 2005-02-18 | 2011-05-05 | 10000 | 8006 | 1994 | 1994 |
| 1330.543 LEGG MASON CLEARBRIDGE AGGRESS GROWTH FUND | 2011-06-30 | 164549 | 149994 | 14555 | 14555 | |
| 1031.637 LEGG MASON CB APPRECIATION CL | 1998-12-08 | 2011-05-05 | 15000 | 15402 | -402 | -402 |
| 12,773.852 LEGG MASON CB APPRECIATION CL | 2011-06-30 | 184070 | 191659 | -7589 | -7589 | |
| 12,637.773 LM CBA EQUITY INCOME BUILDER FUND CL A | 2011-06-30 | 168462 | 201145 | -32683 | -32683 | |
| 5 ARCOS DORADOS HOLDINGS INC | 2011-10-21 | 2011-12-19 | 99 | 111 | -12 | -12 |
| 3 ARCOS DORADOS HOLDINGS INC | 2011-10-21 | 2011-12-19 | 59 | 67 | -8 | -8 |
| 9 ARCOS DORADOS HOLDINGS INC | 2011-10-21 | 2011-12-20 | 180 | 198 | -18 | -18 |
| 7 ARCOS DORADOS HOLDINGS INC | 2011-10-21 | 2011-12-20 | 140 | 154 | -14 | -14 |
| 4 INGERSOLL-RAND PUBLIC LTD CO | 2011-07-15 | 2011-07-21 | 166 | 179 | -13 | -13 |
| 9 INGERSOLL-RAND PUBLIC LTD CO | 2011-07-15 | 2011-07-26 | 356 | 403 | -47 | -47 |
| 7 INGERSOLL-RAND PUBLIC LTD CO | 2011-07-15 | 2011-07-26 | 278 | 314 | -36 | -36 |
| 5 AVAGO TECHNOLOGIES LTD ORD | 2011-07-15 | 2011-12-16 | 145 | 177 | -32 | -32 |
| 5 AVAGO TECHNOLOGIES LTD ORD | 2011-07-15 | 2011-12-16 | 142 | 177 | -35 | -35 |
| 5 AVAGO TECHNOLOGIES LTD ORD | 2011-07-15 | 2011-12-16 | 144 | 177 | -33 | -33 |
| 37 ADMIRAL GROUP PLC UNSPON ADR | 2011-11-08 | 706 | 944 | -238 | -238 | |
| 1 AMERICAN EXPRESS CO | 2011-07-15 | 2011-11-16 | 49 | 52 | -3 | -3 |
| 4 AMERICAN EXPRESS CO | 2011-07-15 | 2011-11-17 | 190 | 206 | -16 | -16 |
| 3 AMERICAN TOWER CORP-CLASS A | 2011-07-15 | 2011-11-28 | 170 | 159 | 11 | 11 |
| 3 AMERICAN TOWER CORP-CLASS A | 2011-07-15 | 2011-12-05 | 178 | 159 | 19 | 19 |
| 5 AMERICAN TOWER CORP-CLASS A | 2011-07-15 | 2011-12-16 | 291 | 266 | 25 | 25 |
| 8 ATMEL CORP | 2011-07-15 | 2011-08-04 | 83 | 103 | -20 | -20 |
| 13 ATMEL CORP | 2011-07-15 | 2011-08-10 | 127 | 168 | -41 | -41 |
| 10 ATMEL CORP | 2011-07-15 | 2011-08-11 | 101 | 129 | -28 | -28 |
| 2 BAIDU INC SPON ADR RPTNG ORD SHS CL A | 2011-07-15 | 2011-08-09 | 279 | 292 | -13 | -13 |
| 2 BAIDU INC SPON ADR RPTNG ORD SHS CL A | 2011-07-15 | 2011-08-10 | 281 | 292 | -11 | -11 |
| 1 BORGWARNER INC | 2011-07-15 | 2011-09-23 | 60 | 76 | -16 | -16 |
| 2 BORGWARNER INC | 2011-07-15 | 2011-09-26 | 117 | 152 | -35 | -35 |
| 2 BURBERRY GROUP PLC | 2011-07-15 | 2011-07-29 | 99 | 102 | -3 | -3 |
| 6 BURBERRY GROUP PLC | 2011-07-15 | 2011-08-10 | 250 | 306 | -56 | -56 |
| 3 BURBERRY GROUP PLC | 2011-07-15 | 2011-08-11 | 130 | 153 | -23 | -23 |
| 3 BURBERRY GROUP PLC | 2011-07-15 | 2011-08-15 | 135 | 153 | -18 | -18 |
| 3 BURBERRY GROUP PLC | 2011-07-15 | 2011-08-16 | 132 | 153 | -21 | -21 |
| 1 CHIPOTLE MEXICAN GRILL | 2011-07-15 | 2011-12-14 | 321 | 321 | 0 | 0 |
| 1 COACH INC | 2011-07-15 | 2011-08-11 | 52 | 65 | -13 | -13 |
| 2 COACH INC | 2011-07-15 | 2011-12-05 | 127 | 130 | -3 | -3 |
| 4 COGNIZANT TECH SOLUTIONS CL A | 2011-07-15 | 2011-12-16 | 263 | 295 | -32 | -32 |
| 1 COSTCO WHOLESALE CORP NEW | 2011-07-15 | 2011-12-19 | 82 | 80 | 2 | 2 |
| 2 DEERE & CO | 2011-07-15 | 2011-09-23 | 137 | 163 | -26 | -26 |
| 2 DEERE & CO | 2011-07-15 | 2011-09-26 | 134 | 163 | -29 | -29 |
| 4 DEERE & CO | 2011-07-15 | 2011-11-07 | 299 | 326 | -27 | -27 |
| 3 DEERE & CO | 2011-07-15 | 2011-11-08 | 227 | 244 | -17 | -17 |
| 3 DEERE & CO | 2011-07-15 | 2011-11-08 | 227 | 244 | -17 | -17 |
| 3 DEERE & CO | 2011-07-15 | 2011-11-08 | 225 | 244 | -19 | -19 |
| 6 WALT DISNEY CO | 2011-07-15 | 2011-07-26 | 243 | 235 | 8 | 8 |
| 2 WALT DISNEY CO | 2011-07-15 | 2011-08-10 | 63 | 78 | -15 | -15 |
| 8 WALT DISNEY CO | 2011-07-15 | 2011-08-11 | 258 | 313 | -55 | -55 |
| 6 WALT DISNEY CO | 2011-07-15 | 2011-12-05 | 223 | 235 | -12 | -12 |
| 6 WALT DISNEY CO | 2011-07-15 | 2011-12-19 | 208 | 235 | -27 | -27 |
| 3 E I DU POND DE DEMOURS & CO | 2011-07-15 | 2011-09-23 | 123 | 162 | -39 | -39 |
| 4 E I DU POND DE DEMOURS & CO | 2011-07-15 | 2011-09-26 | 166 | 216 | -50 | -50 |
| 3 E I DU POND DE DEMOURS & CO | 2011-07-15 | 2011-12-13 | 134 | 162 | -28 | -28 |
| 4 E I DU POND DE DEMOURS & CO | 2011-07-15 | 2011-12-14 | 173 | 216 | -43 | -43 |
| 6 E I DU POND DE DEMOURS & CO | 2011-07-15 | 2011-12-19 | 262 | 323 | -61 | -61 |
| 8 EMC CORP-MASS | 2011-07-15 | 2011-07-29 | 211 | 213 | -2 | -2 |
| 5 EMC CORP-MASS | 2011-07-15 | 2011-07-29 | 130 | 133 | -3 | -3 |
| 6 EMC CORP-MASS | 2011-07-15 | 2011-11-22 | 134 | 160 | -26 | -26 |
| 4 EMC CORP-MASS | 2011-07-15 | 2011-11-22 | 90 | 107 | -17 | -17 |
| 40 ENCANA CORP-CAD | 2011-11-17 | 766 | 1199 | -433 | -433 | |
| 2 EXPRESS SCRIPTS INC COMMON | 2011-07-15 | 2011-11-16 | 92 | 104 | -12 | -12 |
| 2 EXPRESS SCRIPTS INC COMMON | 2011-07-15 | 2011-11-17 | 89 | 104 | -15 | -15 |
| 4 EXPRESS SCRIPTS INC COMMON | 2011-07-15 | 2011-11-18 | 176 | 207 | -31 | -31 |
| 6 EXPRESS SCRIPTS INC COMMON | 2011-07-15 | 2011-11-22 | 255 | 311 | -56 | -56 |
| 2 EXPRESS SCRIPTS INC COMMON | 2011-07-15 | 2011-11-23 | 84 | 104 | -20 | -20 |
| 2 EXPRESS SCRIPTS INC COMMON | 2011-07-15 | 2011-11-28 | 86 | 104 | -18 | -18 |
| 2 FRANKLIN RESOURCES INC | 2011-07-15 | 2011-10-13 | 192 | 224 | -32 | -32 |
| 9 GREEN MOUNTAIN COFFEE ROASTER INC | 2011-10-20 | 613 | 894 | -281 | -281 | |
| 6 GREEN MOUNTAIN COFFEE ROASTER INC | 2011-07-15 | 2011-10-20 | 400 | 537 | -137 | -137 |
| 4 INTL BUSINESS MACHINES CORP | 2011-07-15 | 2011-11-16 | 755 | 701 | 54 | 54 |
| 1 INTL BUSINESS MACHINES CORP | 2011-07-15 | 2011-12-05 | 193 | 175 | 18 | 18 |
| 1 INTL BUSINESS MACHINES CORP | 2011-07-15 | 2011-12-16 | 186 | 175 | 11 | 11 |
| 2 JOHNSON & JOHNSON | 2011-07-15 | 2011-12-05 | 127 | 134 | -7 | -7 |
| 3 JOHNSON & JOHNSON | 2011-07-15 | 2011-12-13 | 191 | 202 | -11 | -11 |
| 1 JOHNSON & JOHNSON | 2011-07-15 | 2011-12-13 | 63 | 67 | -4 | -4 |
| 8 JUNIPER NETWORKS INC | 2011-07-15 | 2011-07-29 | 190 | 244 | -54 | -54 |
| 6 JUNIPER NETWORKS INC | 2011-07-15 | 2011-07-29 | 143 | 183 | -40 | -40 |
| 9 JUNIPER NETWORKS INC | 2011-07-15 | 2011-10-21 | 192 | 274 | -82 | -82 |
| 9 JUNIPER NETWORKS INC | 2011-07-15 | 2011-10-21 | 191 | 274 | -83 | -83 |
| 1 ESTEE LAUDER COS INC CL A | 2011-07-15 | 2011-12-22 | 110 | 105 | 5 | 5 |
| 1 MARRIOTT INTL INC | 2011-07-15 | 2011-07-20 | 35 | 35 | 0 | 0 |
| 7 MARRIOTT INTL INC | 2011-07-15 | 2011-07-28 | 232 | 243 | -11 | -11 |
| 4 MARRIOTT INTL INC | 2011-07-15 | 2011-07-29 | 130 | 139 | -9 | -9 |
| 10 MARRIOTT INTL INC | 2011-07-15 | 2011-08-04 | 297 | 348 | -51 | -51 |
| 9 MARRIOTT INTL INC | 2011-07-15 | 2011-08-04 | 269 | 313 | -44 | -44 |
| 3 MCDONALDS CORP | 2011-07-15 | 2011-12-05 | 288 | 256 | 32 | 32 |
| 2 NIKE INC CL B | 2011-07-15 | 2011-12-05 | 194 | 182 | 12 | 12 |
| 8 NOVO-NORDISK A S ADR | 2011-07-15 | 2011-10-14 | 799 | 1002 | -203 | -203 |
| 8 OCCIDENTAL PETROLEUM CORP-DEL | 2011-07-15 | 2011-07-27 | 813 | 841 | -28 | -28 |
| 6 OCCIDENTAL PETROLEUM CORP-DEL | 2011-07-15 | 2011-08-04 | 540 | 630 | -90 | -90 |
| 5 OCCIDENTAL PETROLEUM CORP-DEL | 2011-07-15 | 2011-08-04 | 446 | 525 | -79 | -79 |
| 6 ORACLE CORP | 2011-07-15 | 2011-12-05 | 193 | 192 | 1 | 1 |
| 3 ORACLE CORP | 2011-07-15 | 2011-12-06 | 95 | 96 | -1 | -1 |
| 2 ORACLE CORP | 2011-07-15 | 2011-12-06 | 63 | 64 | -1 | -1 |
| 6 ORACLE CORP | 2011-07-15 | 2011-12-07 | 188 | 192 | -4 | -4 |
| 1 POLO RALPH LAUREN CORP CL A | 2011-07-15 | 2011-07-29 | 135 | 134 | 1 | 1 |
| 2 POLO RALPH LAUREN CORP CL A | 2011-07-15 | 2011-08-10 | 259 | 269 | -10 | -10 |
| 1 PRECISION CASTPARTS CORP | 2011-07-15 | 2011-08-10 | 143 | 160 | -17 | -17 |
| 1 RALPH LAUREN CORP CL A | 2011-07-15 | 2011-12-20 | 137 | 134 | 3 | 3 |
| 1 RALPH LAUREN CORP CL A | 2011-07-15 | 2011-12-20 | 137 | 134 | 3 | 3 |
| 6 RED HAT INC | 2011-07-15 | 2011-09-22 | 244 | 257 | -13 | -13 |
| 5 RED HAT INC | 2011-07-15 | 2011-09-22 | 212 | 214 | -2 | -2 |
| 1 RED HAT INC | 2011-07-15 | 2011-10-05 | 40 | 43 | -3 | -3 |
| 12 ROYAL BANK OF CANADA -CAD | 2011-07-15 | 2011-07-26 | 664 | 665 | -1 | -1 |
| 1 SCHLUMBERGER LTD | 2011-07-15 | 2011-09-20 | 71 | 88 | -17 | -17 |
| 6 SCHLUMBERGER LTD | 2011-07-15 | 2011-10-03 | 351 | 527 | -176 | -176 |
| 3 SCHLUMBERGER LTD | 2011-07-15 | 2011-10-04 | 166 | 263 | -97 | -97 |
| 9 SCHWAB CHARLES CORP | 2011-07-15 | 2011-08-05 | 123 | 135 | -12 | -12 |
| 20 SCHWAB CHARLES CORP | 2011-07-15 | 2011-08-11 | 244 | 299 | -55 | -55 |
| 4 SCHWAB CHARLES CORP | 2011-07-15 | 2011-08-11 | 47 | 60 | -13 | -13 |
| 2 STARBUCKS CORP | 2011-07-15 | 2011-08-09 | 70 | 79 | -9 | -9 |
| 4 SUCCESSFACTORS INC | 2011-07-15 | 2011-07-29 | 108 | 113 | -5 | -5 |
| 4 SUCCESSFACTORS INC | 2011-07-15 | 2011-08-03 | 115 | 113 | 2 | 2 |
| 22 TEVA PHARMACEUTICALS INDS LTD ADR | 2011-07-15 | 2011-08-11 | 837 | 1054 | -217 | -217 |
| 4 UNITED TECHNOLOGIES CORP | 2011-07-15 | 2011-12-13 | 303 | 352 | -49 | -49 |
| 3 UNITED TECHNOLOGIES CORP | 2011-07-15 | 2011-12-14 | 221 | 264 | -43 | -43 |
| 13 URBAN OUTFITTERS INC | 2011-07-15 | 2011-09-07 | 325 | 406 | -81 | -81 |
| 12 URBAN OUTFITTERS INC | 2011-07-15 | 2011-09-07 | 302 | 375 | -73 | -73 |
| 2 VALEANT PHARMACEUTICALS INTERNATIONAL INC NEW | 2011-08-04 | 86 | 111 | -25 | -25 | |
| 4 VALEANT PHARMACEUTICALS INTERNATIONAL INC NEW | 2011-07-28 | 2011-08-05 | 149 | 223 | -74 | -74 |
| 9 WPP PLC ADR | 2011-07-15 | 2011-09-02 | 459 | 512 | -53 | -53 |
| 5 WHOLE FOODS MKT INC | 2011-07-15 | 2011-12-22 | 342 | 322 | 20 | 20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -27425 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 453599 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031967 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 17000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 379289 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044821 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3579 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 477258 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.007499 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 37562 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 550484 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068234 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11155 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 483772 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.023058 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.175579 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035116 | AverageDistributionRatio |
| Net Noncharitable Assets | 506259 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17778 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 51 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17829 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 51 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 51 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 51 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 243 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 243 | TotalCreditsAndPayments |
| Overpayment | 192 | Overpayment |
| Amount Credited To Next Year | 192 | 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 | DAVID LAIRD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3012295596 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6108 WINNEBAGO ROAD | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20816 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN O LAIRD | ||||||||
| 1136 S FORK DR | RIVER FALLS | WI | 54022 | PRESIDENT | 0.50 | 0 | 0 | 0 |
| RAYMOND D NASS | ||||||||
| 411 GREENBRIAR AVE | STEVENS POINT | WI | 54481 | BOARD MEMBER | 0.20 | 0 | 0 | 0 |
| ROBERT F FROEHLKE | ||||||||
| 7501 THOMPSON PEAK PARKWAY 521 | SCOTTSDALE | AZ | 85255 | VICE PRES | 0.50 | 0 | 0 | 0 |
| JOHN H DRESSENDORFER | ||||||||
| 1730 RHODE ISLAND AVE | WASHINGTON | DC | 20036 | SECRETARY | 0.50 | 0 | 0 | 0 |
| DR DAVID LAIRD | ||||||||
| 208 SOUTH CHERRY AVENUE | MARSHFIELD | WI | 54449 | BOARD MEMBER | 0.20 | 0 | 0 | 0 |
| DAVID M LAIRD | ||||||||
| 6108 WINNEBAGO ROAD | BETHESDA | MD | 20816 | TREASURER | 0.50 | 0 | 0 | 0 |
| THE HONORABLE MELVIN R LAIRD | ||||||||
| 1730 RHODE ISLAND AVE NW STE 212 | WASHINGTON | DC | 20039 | BOARD MEMBER | 0.20 | 0 | 0 | 0 |
| VANESSA A LAIRD | ||||||||
| 1101 W MINNEHAHA PKWY | MINNEAPOLIS | MN | 55419 | BOARD MEMBER | 0.20 | 0 | 0 | 0 |
| ALISON LAIRD-LARGE | ||||||||
| 757 CANE CREEK ROAD | SYLVA | NC | 28779 | BOARD MEMBER | 0.20 | 0 | 0 | 0 |
| DR RUSSELL LEWIS | ||||||||
| 1702 WOODSVIEW DR | MARSHFIELD | WI | 54449 | BOARD MEMBER | 0.20 | 0 | 0 | 0 |
| DR GEORGE E MAGNIN | ||||||||
| 301 COLUMBUS DRIVE | MARSHFIELD | WI | 54449 | BOARD MEMBER | 0.20 | 0 | 0 | 0 |
| KAREN ENGELHARD | ||||||||
| 4309 JANICK CIRCLE NORTH | STEVENS POINT | WI | 54481 | BOARD MEMBER | 0.20 | 0 | 0 | 0 |
| KIMBERLY DALGLEISH | ||||||||
| 32130 ELECTRIC BOULEVARD | AVON LAKE | OH | 44012 | BOARD MEMBER | 0.20 | 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 508904 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5065 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 513969 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 513969 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7710 | CashDeemedCharitable |
| Net Noncharitable Assets | 506259 | NetNoncharitableAssets |
| Minimum Investment Return | 25313 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 25313 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 51 | TaxBasedOnInvestmentIncome |
| Total Tax | 51 | TotalTax |
| Distributable Amount Before Adj | 25262 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 25262 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 25262 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 51 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 24949 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 25262 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 4499 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 4499 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 25000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 262 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 262 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4237 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4237 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4237 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | UWSP FOUNDATION INC | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 MAIN STREET | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 54481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7153463812 | RecipientPhoneNumber |
| Form And Info And Materials | DETERMINED BY UWSP FOUNDATION | FormAndInfoAndMaterials |
| Submission Deadlines | DETERMINED BY UWSP FOUNDATION | SubmissionDeadlines |
| Restrictions On Awards | DETERMINED BY UWSP FOUNDATION | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CARLETON COLLEGE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | 501(C)(3) FOUNDATION | TO PROVIDE VITAL RESOURCES FOR LEARNING AND TEACHING | $5,000 |
| LAIRD FOUNDATION FOR HISTORIC PRESERVATION | |||||||
| 208 SOUTH CHERRY AVENUE | MARSHFIELD | WI | 54449 | N/A | 501(C)(3) FOUNDATION | PROMOTING THE PRESERVATION OF THE ARCHITECTURE & CUL | $2,000 |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 20816 | N/A | 501(C)(3) FOUNDATION | FOSTER DEVELOPMENT OF EDUCATIONAL OPPORTUNITIES AT I | $10,000 |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | N/A | 501(C)(3) FOUNDATION | TO ASSIST IN PROVIDING HEALTH SUPPORT & THE CHILDREN | $2,000 |
| MARSHFIELD CLINIC | |||||||
| 1000 NORTH OAK AVENUE | MARSHFIELD | WI | 54449 | N/A | 501(C)(3) FOUNDATION | ASSIST IN CONTINUING MEDICAL EDUCATION SERVICES FOR | $2,000 |
| CAMP MANITO-WISH-YMCA | |||||||
| PO BOX 246 | BOULDER JUNCTION | WI | 54512 | N/A | 501(C)(3) FOUNDATION | TO PROVIDE OPPORTUNITIES IN OUTDOOR PROGRAMS | $2,000 |
| JAMES EICHBERG FOUNDATION | |||||||
| 6117 RAMSGATE ROAD | BETHESDA | WI | 20816 | N/A | 501(C)(3) FOUNDATION | TO PROMOTE AND FUND RESEARCH INTO LEUKEMIA AND OTHER BLOOD-RELATED DISORDERS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,709 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$27,425 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$18,716 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -18716 | 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 | ACCOUNTING & TAX PREPARATION | Category |
| Amount | $1,075 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS - CITIGROUP | AT COST | 183480 | 168147 |
| COMMON STOCK AND OPTIONS | AT COST | 293675 | 275000 |
| EXCHANGED TRADED AND CLOSED END FUNDS | AT COST | 35011 | 33176 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PHONE | 112 | 0 | 0 | 0 |
| PUBLIC NOTICE FEE | 22 | 0 | 0 | 0 |
| BOOKS | 758 | 0 | 0 | 0 |
| MISCELLANEOUS | 538 | 0 | 0 | 0 |
| INVESTMENT - MANAGEMENT FEES | 3305 | 3305 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $33 | Amount |
| Net Investment Income | 33 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments