WICKER FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
WICKER FAMILY FOUNDATION (EIN 41-1990788)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-16
IRS object ID
201133209349100303
Schema version
2010v3.4
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)
Timestamp2011-11-16T10:14:09-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-11-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID POTTSName
Phone9528544244Phone
Date Prepared2011-11-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY527258FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss4005InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm4005InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm4005InterestOnSavingsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-9826NetGainSaleAssetsRevAndExpnss
Gross Sales Price226732GrossSalesPrice
Total Revenue And Expenses-5821TotalRevenueAndExpenses
Total Net Investment Income4005TotalNetInvestmentIncome
Total Adjusted Net Income4005TotalAdjustedNetIncome
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 Expnss1925AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm963AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps963AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss5654OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm5654OtherProfFeesNetInvstIncm
Taxes Rev And Expnss25TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps25TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss25216TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm12608TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps12608TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss1074OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm538OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps536OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss108894TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm57263TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps51632TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss80691ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps80691ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss189585TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm57263TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps132323TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-195406ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income4005AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY23864CashBOY
Cash EOY66CashEOY
Cash EOYFMV66CashEOYFMV
Savings And Temp Cash Invst BOY665SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY12092SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV12092SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY248989InvestmentsCorpStockBOY
Investments Corp Stock EOY65954InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV76380InvestmentsCorpStockEOYFMV
Investments Other BOY390960InvestmentsOtherBOY
Investments Other EOY390960InvestmentsOtherEOY
Investments Other EOYFMV438720InvestmentsOtherEOYFMV
Total Assets BOY664478TotalAssetsBOY
Total Assets EOY469072TotalAssetsEOY
Total Assets EOYFMV527258TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY664478UnrestrictedBOY
Unrestricted EOY469072UnrestrictedEOY
Total Net Assets BOY664478TotalNetAssetsBOY
Total Net Assets EOY469072TotalNetAssetsEOY
Total Liabilities Net Assets BOY664478TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY469072TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY664478TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-195406ExcessOfRevenueOverExpenses
Subtotal469072Subtotal
Total Net Assets Fund Balances EOY469072TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1128388QualifyingDistributionsYear1
Noncharitable Assets Year1967614NoncharitableAssetsYear1
Distribution Ratio Year10.132685DistributionRatioYear1
Qualifying Distributions Year2166229QualifyingDistributionsYear2
Noncharitable Assets Year21316972NoncharitableAssetsYear2
Distribution Ratio Year20.126221DistributionRatioYear2
Qualifying Distributions Year3141306QualifyingDistributionsYear3
Noncharitable Assets Year31545959NoncharitableAssetsYear3
Distribution Ratio Year30.091403DistributionRatioYear3
Qualifying Distributions Year4185409QualifyingDistributionsYear4
Noncharitable Assets Year41614453NoncharitableAssetsYear4
Distribution Ratio Year40.114843DistributionRatioYear4
Qualifying Distributions Year5113446QualifyingDistributionsYear5
Noncharitable Assets Year51665357NoncharitableAssetsYear5
Distribution Ratio Year50.068121DistributionRatioYear5
Total Distribution Ratio0.533273TotalDistributionRatio
Average Distribution Ratio0.106655AverageDistributionRatio
Net Noncharitable Assets619081NetNoncharitableAssets
Adjusted Noncharitable Assets66028AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One66028AdjNonchrtblAssetsAndOnePct
Qualifying Distributions132323QualifyingDistributions

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

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 NORTHGRANTMN55082PRESIDENT5.007500000
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
Expenses1132323Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities610166AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances18343AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets628509TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets628509AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9428CashDeemedCharitable
Net Noncharitable Assets619081NetNoncharitableAssets
Minimum Investment Return30954MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return30954MinimumInvestmentReturn
Distributable Amount Before Adj30954DistributableAmountBeforeAdj
Distributable Amount Before Ded30954DistributableAmountBeforeDed
Distributable Amount As Adjusted30954DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions132323ExpensesAndContributions
Qualifying Distributions132323QualifyingDistributions
Adj Qualifying Distributions132323AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted30954DistributableAmountAsAdjusted
Excess Distri Carryover Year315734ExcessDistriCarryoverYear3
Excess Distri Carryover Year2166244ExcessDistriCarryoverYear2
Excess Distri Carryover Year1128388ExcessDistriCarryoverYear1
Total Excess Distri Carryover310366TotalExcessDistriCarryover
Qualifying Distributions132323QualifyingDistributions
Treated As Distri From Corpus132323TreatedAsDistriFromCorpus
Excess Distri Cyov App CY Corpus30954ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY30954ExcessDistriCyovAppliedCY
Total Corpus411735TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year411735ExcessDistriCyovToNextYear
Excess From Year2151024ExcessFromYear2
Excess From Year1128388ExcessFromYear1
Excess From Current Year132323ExcessFromCurrentYear

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
CATHOLIC SERVICES APPEAL
STPAULSTPAULMN55106N/AGENERAL SUPPORT$5,000
CHILDRENS HEARTLINK
STPAULSTPAULMN55106N/AGENERAL SUPPORT$15,475
CLINTONVILLE PUBLIC LIBRA
STPAULSTPAULMN55106N/AGENERAL SUPPORT$1,500
HIGHVIEW LUTHERAN
STPAULSTPAULMN55106N/AGENERAL SUPPORT$250
INOVA KELLER CENTER
STPAULSTPAULMN55106N/AGENERAL SUPPORT$7,500
JOE FINNEGAN MEM GOLF TOU
STPAULSTPAULMN55106N/AGENERAL SUPPORT$875
KOMEN 3-DAY WALK
STPAULSTPAULMN55106N/AGENERAL SUPPORT$600
MEMORIES OF LOVE
STPAULSTPAULMN55106N/AGENERAL SUPPORT$500
PROJECT CONCERN
STPAULSTPAULMN55106N/AGENERA; SUPPORT$30,405
TOTINO GRACE
STPAULSTPAULMN55106N/AGENERAL SUPPORT$18,586
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year80691TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,005ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$9,826ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion-$5,821ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-5821TotalPartXVIA

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$1,925Amount
Net Investment Income963NetInvestmentIncome
Disbursements Charitable Prps963DisbursementsCharitablePrps

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 INVESTMENTS - SCHWAB ONEName
Date Acquired2010-01DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2010-12DateSold
Gross Sales Price226732GrossSalesPrice
Basis236558Basis
Total Net-9826TotalNet

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierGENERAL ELECTIONSIdentifier
ExplanationYEAR ENDED: DECEMBER 31, 2010 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
EOY Book Value65954EOYBookValue
EOYFMV76380EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
MERRILL LYNCHAT COST
PRIVATE EQUITY, 10,000 SHARESAT COST300000300000
CHARLES SCHWABAT COST90960138720

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
MEALS & ENTERTAINMENT1061531530
OTHER EXPENSES1376

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
INVESTMENT EXPENSES$5,5535553
INVESTMENT FEES - SCHWAB$101101

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategory
Amount$25Amount
Disbursements Charitable Prps25DisbursementsCharitablePrps

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