LAIRD YOUTH LEADERSHIP FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD YOUTH LEADERSHIP FOUNDATION INC (EIN 39-6104415)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201131329349101803
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T15:17:39-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTON GUNDERSON 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 | 2010-01-01 | 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 | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY E PETERSON CPA | Name |
| Phone | 7153444984 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 510405 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5100 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 8289 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8289 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 13389 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8289 | 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 | 660 | 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 | 63 | InterestRevAndExpnss |
| Interest Net Invst Incm | 63 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 242 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 0 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1888 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2853 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 63 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17353 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 63 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3964 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8226 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst EOY | -4085 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | -4085 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 575238 | InvestmentsOtherBOY |
| Investments Other EOY | 573144 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 514490 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 662 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 662 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 575238 | TotalAssetsBOY |
| Total Assets EOY | 569059 | TotalAssetsEOY |
| Total Assets EOYFMV | 510405 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 575238 | CapitalStockBOY |
| Capital Stock EOY | 569059 | 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 | 575238 | TotalNetAssetsBOY |
| Total Net Assets EOY | 569059 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 575238 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 569059 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 575238 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3964 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 571274 | Subtotal |
| Other Decreases | 2215 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 569059 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 17000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 379289 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044821 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3579 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 477258 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.007499 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 37562 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 550484 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068234 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11155 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 483772 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.023058 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 17870 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 337958 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052876 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.196488 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039298 | AverageDistributionRatio |
| Net Noncharitable Assets | 453599 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17826 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 82 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17908 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 165 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 165 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 165 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 408 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 408 | TotalCreditsAndPayments |
| Overpayment | 243 | Overpayment |
| Amount Credited To Next Year | 243 | 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 | 455936 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4571 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 460507 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 460507 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6908 | CashDeemedCharitable |
| Net Noncharitable Assets | 453599 | NetNoncharitableAssets |
| Minimum Investment Return | 22680 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22680 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 165 | TaxBasedOnInvestmentIncome |
| Total Tax | 165 | TotalTax |
| Distributable Amount Before Adj | 22515 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22515 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22515 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 14500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22515 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1644 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 10870 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 12514 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 8015 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 8015 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4499 | 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 | 4499 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 4499 | ExcessFromYear3 |
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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 | $1,000 |
| LANDON SCHOOL | |||||||
| 6101 WILSON LANE | BETHESDA | MD | 20816 | N/A | 501(C)(3) FOUNDATION | FOSTER DEVELOPMENT OF EDUCATIONAL OPPORTUNITIES AT I | $2,500 |
| PORTAGE COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 672 | STEVENS POINT | WI | 54482 | N/A | 501(C)(3) FOUNDATION | PROMOTING PROJECTS AT HERITAGE PARK | $1,000 |
| 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'S HOSPITAL CAMPAIGN | $5,000 |
| FOUNDATION OF SAINT JOSEPH'S HOSPITAL | |||||||
| 611 SAINT JOSEPH AVENUE | MARSHFIELD | WI | 54449 | N/A | 501(C)(3) FOUNDATION | PROVIDING FUNDS FOR THE CONSTRUCTION AND OPERATION OF THE HOUSE OF THE DOVE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14500 | 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 | $8,289 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,289 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8289 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THE HONORABLE MELVIN R LAIRD | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVENUE NW STE 212 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | Category |
| Amount | $660 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MONEY FUND - CITIGROUP | AT COST | 0 | 0 |
| MUTUAL FUNDS - CITIGROUP | AT COST | 573144 | 514490 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $2,215 | Amount |
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 | 108 | 0 | 0 | 0 |
| PUBLIC NOTICE FEE | 21 | 0 | 0 | 0 |
| INSURANCE | 79 | 0 | 0 | 0 |
| BOOKS | 680 | 0 | 0 | 0 |
| COSTS INCURRED TO OBTAIN CHARTER CONTRACT | 1000 | 0 | 0 | 0 |
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