WICKER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WICKER FAMILY FOUNDATION (EIN 41-1990788)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201243209349100714
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T08:54:47-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOYUM & BARENSCHEER PLLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13050 METRO DR STE 200AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code554251515ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN411990788EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WICKER FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWICKNameControl
Phone6512336383Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID WICKERName
TitlePRESIDENTTitle
Phone6512336383Phone
Date Signed2012-11-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID POTTSName
Phone9528544244Phone
Date Prepared2012-11-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY428765FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss514DividendsRevAndExpnss
Dividends Net Invst Incm514DividendsNetInvstIncm
Dividends Adj Net Incm514DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss12368NetGainSaleAssetsRevAndExpnss
Gross Sales Price91967GrossSalesPrice
Other Income Rev And Expnss1571OtherIncomeRevAndExpnss
Other Income Adj Net Incm1571OtherIncomeAdjNetIncm
Total Revenue And Expenses14453TotalRevenueAndExpenses
Total Net Investment Income514TotalNetInvestmentIncome
Total Adjusted Net Income2085TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss75000CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm37500CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps37500CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1550AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm775AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps775AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss1OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm1OtherProfFeesNetInvstIncm
Taxes Rev And Expnss25TaxesRevAndExpnss
Taxes Net Invst Incm12TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps13TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss10335TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm5167TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps5168TravConfMeetingDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss86911TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm43455TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps43456TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss19725ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps19725ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss106636TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm43455TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps63181TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-92183ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income2085AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY66CashBOY
Cash EOY-426CashEOY
Cash EOYFMV-426CashEOYFMV
Savings And Temp Cash Invst BOY12092SavingsAndTempCashInvstBOY
Investments Corp Stock BOY65954InvestmentsCorpStockBOY
Investments Other BOY390960InvestmentsOtherBOY
Investments Other EOY377315InvestmentsOtherEOY
Investments Other EOYFMV429191InvestmentsOtherEOYFMV
Total Assets BOY469072TotalAssetsBOY
Total Assets EOY376889TotalAssetsEOY
Total Assets EOYFMV428765TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY469072UnrestrictedBOY
Unrestricted EOY376889UnrestrictedEOY
Total Net Assets BOY469072TotalNetAssetsBOY
Total Net Assets EOY376889TotalNetAssetsEOY
Total Liabilities Net Assets BOY469072TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY376889TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY469072TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-92183ExcessOfRevenueOverExpenses
Subtotal376889Subtotal
Total Net Assets Fund Balances EOY376889TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1132323QualifyingDistributionsYear1
Noncharitable Assets Year1619081NoncharitableAssetsYear1
Distribution Ratio Year10.213741DistributionRatioYear1
Qualifying Distributions Year2128388QualifyingDistributionsYear2
Noncharitable Assets Year2967614NoncharitableAssetsYear2
Distribution Ratio Year20.132685DistributionRatioYear2
Qualifying Distributions Year3166229QualifyingDistributionsYear3
Noncharitable Assets Year31316972NoncharitableAssetsYear3
Distribution Ratio Year30.126221DistributionRatioYear3
Qualifying Distributions Year4141306QualifyingDistributionsYear4
Noncharitable Assets Year41545959NoncharitableAssetsYear4
Distribution Ratio Year40.091403DistributionRatioYear4
Qualifying Distributions Year5185409QualifyingDistributionsYear5
Noncharitable Assets Year51614453NoncharitableAssetsYear5
Distribution Ratio Year50.114843DistributionRatioYear5
Total Distribution Ratio0.678893TotalDistributionRatio
Average Distribution Ratio0.135779AverageDistributionRatio
Net Noncharitable Assets217155NetNoncharitableAssets
Adjusted Noncharitable Assets29485AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One29485AdjNonchrtblAssetsAndOnePct
Qualifying Distributions63181QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMNStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDAVID P WICKERBooksInCareOfPersonName
Books In Care Of Phone Number6512336383BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID P WICKER
9255 IVY AVENUE NORTHGRANTMN55082PRESIDENT4.007500000
MARY B WICKER
9255 IVY AVENUE NORTHGRANTMN55082DIRECTOR0.25000
MARK W GREINER
900 SECOND AVE SOUTH 1100MINNEAPOLISMN55402ASST SECRETA0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE FOUNDATION WAS ESTABLISHED TO MEET THE NEEDS OF SELECTED LOCAL NON-PROFITS.Description1
Expenses162498Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities214596AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances5866AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets220462TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets220462AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3307CashDeemedCharitable
Net Noncharitable Assets217155NetNoncharitableAssets
Minimum Investment Return10858MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return10858MinimumInvestmentReturn
Distributable Amount Before Adj10858DistributableAmountBeforeAdj
Distributable Amount Before Ded10858DistributableAmountBeforeDed
Distributable Amount As Adjusted10858DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions63181ExpensesAndContributions
Qualifying Distributions63181QualifyingDistributions
Adj Qualifying Distributions63181AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted10858DistributableAmountAsAdjusted
Excess Distri Carryover Year3151024ExcessDistriCarryoverYear3
Excess Distri Carryover Year2128388ExcessDistriCarryoverYear2
Excess Distri Carryover Year1132323ExcessDistriCarryoverYear1
Total Excess Distri Carryover411735TotalExcessDistriCarryover
Qualifying Distributions63181QualifyingDistributions
Treated As Distri From Corpus62498TreatedAsDistriFromCorpus
Applied To Current Year683AppliedToCurrentYear
Excess Distri Cyov App CY Corpus10175ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY10175ExcessDistriCyovAppliedCY
Total Corpus464058TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year464058ExcessDistriCyovToNextYear
Excess From Year3140849ExcessFromYear3
Excess From Year2128388ExcessFromYear2
Excess From Year1132323ExcessFromYear1
Excess From Current Year62498ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDAVID WICKERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19255 IVY AVENUE NORTHAddressLine1
CityGRANTCity
StateMNState
ZIP Code55082ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number6512336383RecipientPhoneNumber
Submission DeadlinesNO DEADLINES DEFINED.SubmissionDeadlines
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS DEFINED.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
NAMI MINNESOTA
STPAULSTPAULMN55106N/AGENERAL SUPPORT$500
MINNESOTA ZOO FOUNDATION
STPAULSTPAULMN55106N/AGENERAL SUPPORT$250
CHILDREN'S HEARTLINK
STPAULSTPAULMN55106N/AGENERAL SUPPORT$2,500
ALS BIKE RIDE
STPAULSTPAULMN55106N/AGENERAL SUPPORT$100
WISHES & MORE
STPAULSTPAULMN55106N/AGENERAL SUPPORT$12,100
SAINT JUDE OF THE LAKE
STPAULSTPAULMN55106N/AGENERAL SUPPORT$2,000
CATHOLIC SERVICES APPEAL
STPAULSTPAULMN55106N/AGENERAL SUPPORT$1,000
JOE FINNEGAN MEMORIAL GOLF TOURNAME
STPAULSTPAULMN55106N/AGENERAL SUPPORT$175
DOWN SYNDROME INDIANA
STPAULSTPAULMN55106N/AGENERA; SUPPORT$100
PCI
STPAULSTPAULMN55106N/AGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year19725TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$514ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$12,368ExclusionAmount

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmount
CLASS ACTION PROCEEDS1$206
TAX REFUND1$1,365

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$14,453ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA14453TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$1,550Amount
Net Investment Income775NetInvestmentIncome
Disbursements Charitable Prps775DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

DAVID P WICKER
MARY B WICKER
MARK W GREINER

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NameSALE OF INVESTMENTSName
Date Acquired2011-01DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2011-12DateSold
Gross Sales Price91967GrossSalesPrice
Basis79599Basis
Total Net12368TotalNet

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierGENERAL ELECTIONSIdentifier
ExplanationYEAR ENDED: DECEMBER 31, 2011 41-1990788 WICKER FAMILY FOUNDATION 9255 IVY AVENUE NORTH GRANT, MN 55082 TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTION UNDER IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NONOPERATING PRIVATE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT ________ ___________ ________ ___________ ________ ___________ CORPUS /S/ ______________________________ NAME ______________________________ TITLE ______________________________Explanation

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCHARLES SCHWABNameOfStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
PRIVATE EQUITY, 10,000 SHARESAT COST300000300000
CHARLES SCHWABAT COST77315129191

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAdjusted Net IncomeAdjustedNetIncome
CLASS ACTION PROCEEDS206206
TAX REFUND13651365

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - SCHWABCategory
Amount$1Amount
Net Investment Income1NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryMN ANNUAL REPORTCategory
Amount$25Amount
Net Investment Income12NetInvestmentIncome
Disbursements Charitable Prps13DisbursementsCharitablePrps

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.