FEECO INTERNATIONAL FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FEECO INTERNATIONAL FOUNDATION INC (EIN 39-1916022)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-19
IRS object ID
202620789349100617
Schema version
2024v5.5
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)
Return2026-03-19T14:58:29-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11175 LOMBARDI AVENUE SUITE 200AddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391916022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FEECO INTERNATIONAL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEECBusinessNameControlTxt
Phone9204681000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1821 S QUINCY STREETAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL MADIGANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9204695100PhoneNum
Signature2026-03-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADLEY G FRANKPreparerPersonNm
PTINP00053569PTIN
Phone9204367800PhoneNum
Preparation2026-03-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,787,466FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,730ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,471InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,471InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$85,333DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,333DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,726NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,185,720GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,726CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$144,260TotalRevAndExpnssAmt
Total Net Invst Incm$138,530TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,730AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,865AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,865AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,874OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,874OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$445TaxesRevAndExpnssAmt
Taxes Net Invst Incm$445TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,167OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,167OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,216TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,184TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,032TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$124,888ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$124,888ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$152,104TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,184TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$128,920TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,844ExcessRevenueOverExpensesAmt
Net Investment Income$115,346NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$121,988SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$55,495SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$55,495SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,118,001CorporateStockBOYAmt
Corporate Stock EOY$1,316,277CorporateStockEOYAmt
Corporate Stock EOYFMV$2,531,676CorporateStockEOYFMVAmt
Other Investments BOY$1,254,584OtherInvestmentsBOYAmt
Other Investments EOY$1,177,457OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,200,295OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,494,573TotalAssetsBOYAmt
Total Assets EOY$2,549,229TotalAssetsEOYAmt
Total Assets EOYFMV$3,787,466TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,494,573RetainedEarningBOYAmt
Retained Earning EOY$2,549,229RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,494,573TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,549,229TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,494,573TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,549,229TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,494,573TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,844ExcessRevenueOverExpensesAmt
Other Increases$62,500OtherIncreasesAmt
Subtotal$2,549,229SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,549,229TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,152,749$1,134,994$17,755$17,755
CLASS ACTION PROCEEDSP$20$20$20
CAPITAL GAINS DIVIDENDSP$32,951$32,951$32,951
FieldValueIRS element (for citing)
Capital Gain Net Income$50,726CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,603InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,603SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,603TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,897EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,897TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$5,294OverpaymentAmt
Applied To ES Tax$5,294AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL MADIGANIndividualWithBooksNm
Phone9204695100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1821 S QUINCY STREETAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL MADIGAN
821 S QUINCY STREETGREEN BAYWI54301PRES./TREAS./DIR.0.10$0$0$0
LAURA MADIGAN
821 S QUINCY STREETGREEN BAYWI54301VP/SEC./DIR.0.10$0$0$0
JUSTIN MADIGAN
3913 ALGOMA RDGREEN BAYWI54311DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,909,066AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,634AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,061,700TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,061,700AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,926CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,030,774NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,539MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,539MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,603TaxBasedOnInvestmentIncomeAmt
Total Tax$1,603TotalTaxAmt
Distributable Before Adj$99,936DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$99,936DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$99,936DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$128,920ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$128,920QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,936DistributableAsAdjustedAmt
Undistributed Income PY$104,330UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$128,920QualifyingDistributionsAmt
Applied To Year1$104,330AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,590AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$75,346UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDANIEL MADIGANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDANIEL MADIGANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1821 S QUINCY STREETAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9204695100RecipientPhoneNum
Form And Info And MaterialsNO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGING & DISABILITY RESOURCE CENTER
300 S ADAMS STGREEN BAYWI54301N/APCSUPPORT FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS$4,100
CHILDREN'S WISCONSIN
9000 W WISCONSIN AVEMILWAUKEEWI53226N/APCTO FUND HOSPITAL OPERATIONS$10,000
CURATIVE CONNECTIONS
2900 CURRY LANEGREEN BAYWI54311N/APCSUPPORT AND CARE FOR THOSE WHO ARE AGING, HAVE DEMENTIA, BRAIN INJURY, OR OTHER DISABILITY$8,000
DANIEL NEHLS
1490 LEAR LANEDE PEREWI54115N/AISUPPORT FOR TEEN WITH OSTEOSARCOMA$3,063
GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES
4693 NORTH LYNNDALE DRIVEAPPLETONWI54913N/APCTROUP 4054$25
GREATER GREEN BAY COMMUNITY FOUNDATION
320 N BROADWAY STREET SUITE 260GREEN BAYWI54303N/APCGIVE BIG GREEN BAY CAMPAIGN AND ONE COMMUNITY FUND$57,600
GREEN BAY AREA CATHOLIC EDUCATION (GRACE)
1822 RIVERSIDE DRIVEGREEN BAYWI54301N/APCHOLY CROSS$1,000
JACKIE NITCHKE CENTER
630 CHERRY STREETGREEN BAYWI54301N/APCFUND TREATMENT PROGRAMS FOR SUBSTANCE ADDICTION$5,000
LUCKY 7 DOG RESCUE
239 N BROADWAYGREEN BAYWI54302N/APCTO SUPPORT DOG RESCUE OPERATIONS$2,000
NEW COMMUNITY SHELTER INC
301 MATHER STREETGREEN BAYWI54303N/APCPROVIDE SUPPORT FOR SHELTER PROGRAMS$10,000
NOTRE DAME ACADEMY
610 MARYHILL DRGREEN BAYWI54303N/APCEDUCATIONAL FUNDS$100
RIBBON OF HOPE FOUNDATION
100 S BROADWAYDE PEREWI54115N/APCTO PROVIDE SUPPORT FOR THOSE DIAGNOSED WITH BREAST CANCER$1,000
ST MARY'S PARISH
4805 SPORTSMAN DRDE PEREWI54115N/APCFUND RELIGIOUS BELIEFS OF THE CHARITY$8,000
UWGB FOUNDATION
2420 NICOLET DRIVEGREEN BAYWI54311N/APCPROVIDE FUNDS FOR UNIVERSITY OPERATIONS$3,000
UWGB PHOENIX FUND
2420 NICOLET DRIVEGREEN BAYWI54311N/APCTO SUPPORT UWGB ATHLETICS$2,000
WISCONSIN HUMANE SOCIETY
1830 RADISSON STGREEN BAYWI54302N/APCSHELTER OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$124,888TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,471ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85,333ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,726ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$138,530ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$138,530TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDANIEL MADIGANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1821 S QUINCY STREETAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,730TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$5,730Amt
Net Investment Income$2,865NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,865DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY 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 YEAR ENDING 6/30/19 IN THE AMOUNT OF $11,277.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (98 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$6,769$7,073
ABBVIE INC$4,226$6,682
ACCENTURE PLC CLASS A$5,474$4,184
ADOBE INC$1,457$1,161
ADVANCED MICRO DEVICES INC$5,083$6,669
ALPHABET INC CL C$6,429$31,930
AMAZON.COM INC$15,073$17,112
AMERICAN TOWER CORP$5,140$5,968
ANALOG DEVICES INC$6,321$7,379
APPLE INC$4,384$38,367
AVANTIS EMERGING MARKETS EQUITY ETF$59,094$65,661
BATH & BODY WORKS INC COM$4,237$3,565
BECTON DICKINSON & CO$2,954$2,239
BIOGEN INC$2,105$2,009
BLACKROCK INC$5,977$15,739
BLACKSTONE INC$3,558$9,274
BOEING CO$3,172$5,029
BRISTOL MYERS SQUIBB CO$3,136$2,592
BROADCOM INC$3,643$30,873
CDW CORP$3,601$3,393
CENCORA, INC.$5,128$6,297
CHEVRON CORPORATION$2,795$2,577
CHIPOTLE MEXICAN GRILL INC$11,012$10,893
CISCO SYSTEMS INC$4,737$12,280
CITIGROUP INC$6,484$12,768
COCA COLA CO$4,297$4,457
COGNIZANT TECH SOLUTIONS CRP COM$2,222$3,043
COMCAST CORP$4,243$4,318
COSTCO WHOLESALE CORP$14,921$13,859
CVS HEALTH CORPORATION$4,086$4,415
DISNEY WALT CO$4,152$4,712
DUPONT DE NEMOURS INC$2,786$2,332
EATON CORP$5,337$16,065
ELI LILLY & CO COM$1,969$19,488
EOG RES INC$3,105$2,871
EXXON MOBIL CORP$4,316$4,312
FEDERATED KAUFMAN SMALL CAP FUND IS$20,415$21,617
FEDEX CORPORATION$4,200$3,637
FLEXSHARES MSTAR GBL UPSTRM ETF$71,379$75,086
FREEPORT-MCMORAN INC$2,199$2,514
GENERAL DYNAMICS$5,297$6,125
GOLDMAN SACHS GQG PARTNERS INTL OPPORTUNITES R6$48,111$61,323
GOLDMAN SACHS INTL SM CP R6$11,374$15,574
GRAINGER W W INC$5,153$5,201
GSK PLC SPONSORED ADR$4,156$4,416
HALLIBURTON CO$2,213$1,732
HOME DEPOT INC$5,181$5,500
HONEYWELL INTL INC$5,746$6,521
INTERCONTINENTAL EXCHANGE, INC$5,162$5,688
JPMORGAN CHASE & CO$8,710$29,281
LAM RESEARCH CORP COM$1,564$10,707
MARSH & MCLENNAN COS INC$8,136$7,652
MASCO CORP$5,006$4,183
MASTERCARD INC$12,946$12,925
MCDONALDS CORP$7,124$7,304
MERCK & CO INC NEW$2,600$3,404
META PLATFORMS$11,139$31,000
MFS INTERNATIONAL EQUITY FUND CLASS R6 SHARES$46,912$63,892
MFS MID CAP GROWTH CL R6$37,890$51,485
MICROCHIP TECHNOLOGY INC$2,617$3,448
MICROSOFT CORP$5,705$55,710
MONDELEZ INTERNATIONAL INC$1,413$2,226
NEXTERA ENERGY INC$3,824$3,818
NICOLET BANKSHARES INC$143,751$810,399
NIKE INC$3,115$3,055
NORFOLK SOUTHN GROUP$6,905$6,911
NVIDIA CORP$34,040$41,077
ORACLE CORPORATION$6,380$8,089
PALO ALTO NETWORKS INC$6,690$6,958
PAYPAL HOLDINGS$4,523$4,385
PFIZER INC$2,681$2,545
PRINCIPAL MIDCAP FUND$107,138$185,793
PROCTER & GAMBLE$4,415$4,142
REGIONS FINL CORP NEW COM$6,024$7,315
ROCHE HOLDING AG ADR$3,619$3,652
RTX CORP$3,467$8,761
SALESFORCE$8,812$7,363
SCHLUMBERGER LTD$4,374$3,583
SCHWAB CHARLES CORP$5,166$5,748
SERVICENOW INC$6,905$7,197
SPDR PORTFOLIO S&P 500 GROWTH ETF$86,678$154,704
SPDR PORTFOLIO S&P 500 VALUE ETF$133,054$173,402
STARBUCKS CORP COM$5,801$5,498
SUNCOR ENERGY INC NEW F$4,118$9,550
TARGET CORP$3,645$4,834
TE CONNECTIVITY LTD$3,013$7,253
THERMO FISHER SCIENTIFIC$2,251$6,082
TJX COS INC$5,958$5,928
TOTALENERGIES SE$6,840$10,252
TRUIST FINL CORP$5,143$4,772
UNILEVER PLC-ADR$5,610$7,096
UNION PACIFIC CORP$1,576$4,372
UNITED PARCEL SERVICE CL B$4,547$4,542
UNITEDHEALTH GROUP INC$3,768$9,047
VICTORY SYCAMORE ESTABLISHED VALUE R6$78,400$79,949
VICTORY SYCAMORE SMALL COMPANY OPPTY R6$20,415$21,343
VISA INC - CLASS A SHRS$3,907$8,876
ZIMMER BIOMET HOLDINGS, INC$3,953$3,648

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AVANTIS INVESTORS REAL ESTATE ETFAT COST$27,251$28,881
BAIRD FDS INC AGGR BD FD INSAT COST$332,610$338,019
COLUMBIA INCOME OPPS INSTAT COST$141,301$146,167
DODGE & COX INCOME FD IAT COST$527,155$526,342
JPM ALERIAN MLP INDEX ETNAT COST$52,795$52,985
LAZARD FDS INC GBL INFRA INSTAT COST$96,345$107,901

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Revenue And Expenses Per Books$1,167RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,167DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO STOCK BASIS NICOLET BANKSHARESDesc
Amt$62,500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET ADVISORY FEECategoryTxt
Amt$19,874Amt
Net Investment Income$19,874NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$445Amt
Net Investment Income$445NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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