HIMES FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HIMES FOUNDATION INC (EIN 87-2660123)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-12
- IRS object ID
- 202642249349100714
- Schema version
- 2025v4.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T12:14:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201640706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VANDERBLOEMEN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12600 W BURLEIGH ROAD | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872660123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIMES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIME | BusinessNameControlTxt |
| Phone | 7156134694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 QUAIL COURT 100 | AddressLine1Txt |
| City | PEWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530723763 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE HIMES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7156134694 | PhoneNum |
| Signature | 2026-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD MCCORMICK | PreparerPersonNm |
| PTIN | P00606209 | PTIN |
| Phone | 2625740374 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,165,682 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,467,715 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,894,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,983 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,856,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $388,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $32,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,489 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,758,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $355,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,361 | CashBOYAmt |
| Cash EOY | $25,946 | CashEOYAmt |
| Cash EOYFMV | $25,946 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,275,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,034,846 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,139,736 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,302,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,060,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,165,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,302,074 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,060,792 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,302,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,060,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,302,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,060,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,302,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,758,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,060,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,060,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FISERV, INC. (FI) | 2025-02-05 | 2025-02-07 | $502,925 | $497,392 | $5,533 | $5,533 | |
| DIREXION DAILY TECHNOLOGY BULL 3X SHARES (TECL) | 2025-04-11 | 2025-06-18 | $95,089 | $50,191 | $44,898 | $44,898 | |
| DIREXION DAILY FTSE CHINA BULL 3X SHARES (YINN) | 2023-01-20 | 2025-07-01 | $2,004 | $3,086 | -$1,082 | -$1,082 | |
| DIREXION DAILY FTSE CHINA BULL 3X SHARES (YINN) | 2025-05-28 | 2025-07-01 | $54,575 | $49,979 | $4,596 | $4,596 | |
| KINDER MORGAN, INC. (KMI) | 2023-01-19 | 2025-07-01 | $21,815 | $14,002 | $7,813 | $7,813 | |
| JABIL INC. (JBL) | 2024-07-11 | 2025-07-24 | $30,127 | $15,058 | $15,069 | $15,069 | |
| TESLA, INC. (TSLA) | 2023-01-18 | 2025-07-24 | $100,367 | $35,135 | $65,232 | $65,232 | |
| CATERPILLAR INC. (CAT) | 2025-08-18 | 2025-08-20 | $126,258 | $123,587 | $2,671 | $2,671 | |
| KKR & CO. INC. (KKR) | 2025-08-18 | 2025-08-20 | $196,369 | $197,568 | -$1,199 | -$1,199 | |
| MCKESSON CORPORATION (MCK) | 2025-08-18 | 2025-08-20 | $278,880 | $275,126 | $3,754 | $3,754 | |
| META PLATFORMS, INC. (META) | 2025-08-18 | 2025-08-20 | $97,247 | $98,906 | -$1,659 | -$1,659 | |
| PHILLIPS 66 (PSX) | 2025-08-18 | 2025-08-20 | $98,722 | $98,351 | $371 | $371 | |
| SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC) | 2025-08-18 | 2025-08-20 | $55,307 | $54,857 | $450 | $450 | |
| TESLA, INC. (TSLA) | 2025-08-18 | 2025-08-20 | $121,408 | $121,928 | -$520 | -$520 | |
| PIONEER HIGH INCOME FUND, INC. (PHT) | 2023-01-19 | 2025-09-30 | $39,774 | $35,042 | $4,732 | $4,732 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-06-18 | 2025-10-07 | $29,008 | $49,940 | -$20,932 | -$20,932 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-06-26 | 2025-10-07 | $9,591 | $15,032 | -$5,441 | -$5,441 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-06-27 | 2025-10-07 | $4,949 | $7,515 | -$2,566 | -$2,566 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-06-30 | 2025-10-07 | $4,949 | $7,512 | -$2,563 | -$2,563 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-07-01 | 2025-10-07 | $5,003 | $7,511 | -$2,508 | -$2,508 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-08-29 | 2025-10-07 | $36,476 | $47,342 | -$10,866 | -$10,866 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-08-29 | 2025-10-07 | $40,811 | $53,087 | -$12,276 | -$12,276 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-09-11 | 2025-10-07 | $48,963 | $59,599 | -$10,636 | -$10,636 | |
| DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | 2025-09-11 | 2025-10-07 | $94,162 | $115,067 | -$20,905 | -$20,905 | |
| DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X SHARES (JNUG) | 2025-05-28 | 2025-10-28 | $91,540 | $49,929 | $41,611 | $41,611 | |
| KINROSS GOLD CORPORATION (KGC) | 2022-03-16 | 2025-10-28 | $172,801 | $39,999 | $132,802 | $132,802 | |
| NEWMONT CORPORATION (NEM) | 2024-07-11 | 2025-10-28 | $34,386 | $20,057 | $14,329 | $14,329 | |
| NEWMONT CORPORATION (NEM) | 2025-05-29 | 2025-10-28 | $74,242 | $50,265 | $23,977 | $23,977 | |
| ROYAL GOLD, INC. (RGLD) | 2025-07-09 | 2025-10-28 | $43,593 | $40,032 | $3,561 | $3,561 | |
| SSR MINING INC. (SSRM) | 2025-08-14 | 2025-10-28 | $68,138 | $50,250 | $17,888 | $17,888 | |
| ISHARES INVESTMENT GRADE BOND FACTOR ETF (IGEB) | 2024-06-03 | 2025-11-07 | $62,220 | $60,162 | $2,058 | $2,058 | |
| ISHARES INVESTMENT GRADE BOND FACTOR ETF (IGEB) | 2025-08-27 | 2025-11-07 | $29,280 | $29,197 | $83 | $83 | |
| ISHARES INVESTMENT GRADE BOND FACTOR ETF (IGEB) | 2025-08-27 | 2025-11-07 | $205,830 | $205,290 | $540 | $540 | |
| ISHARES INVESTMENT GRADE BOND FACTOR ETF (IGEB) | 2025-08-27 | 2025-11-12 | $91,840 | $91,240 | $600 | $600 | |
| DIREXION DAILY FTSE CHINA BULL 3X SHARES (YINN) | 2025-10-22 | 2025-11-21 | $17,870 | $20,001 | -$2,131 | -$2,131 | |
| DIREXION DAILY FTSE CHINA BULL 3X SHARES (YINN) | 2025-10-28 | 2025-11-21 | $62,179 | $75,562 | -$13,383 | -$13,383 | |
| ISHARES INVESTMENT GRADE BOND FACTOR ETF (IGEB) | 2025-08-27 | 2025-11-24 | $100,749 | $100,364 | $385 | $385 | |
| ISHARES INVESTMENT GRADE BOND FACTOR ETF (IGEB) | 2025-08-27 | 2025-11-24 | $50,395 | $50,182 | $213 | $213 | |
| ISHARES INVESTMENT GRADE BOND FACTOR ETF (IGEB) | 2025-08-27 | 2025-12-02 | $23,790 | $23,722 | $68 | $68 | |
| ISHARES INVESTMENT GRADE BOND FACTOR ETF (IGEB) | 2025-10-29 | 2025-12-02 | $91,500 | $92,870 | -$1,370 | -$1,370 | |
| FORD MOTOR COMPANY (F) | 2025-03-31 | 2025-12-03 | $67,134 | $49,978 | $17,156 | $17,156 | |
| INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF (KBWD) | 2023-01-19 | 2025-12-03 | $28,791 | $34,989 | -$6,198 | -$6,198 | |
| FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) | 2023-01-19 | 2025-12-24 | $36,173 | $34,977 | $1,196 | $1,196 | |
| CASH IN LIEU (KORU) | 2023-01-20 | 2025-02-11 | $38 | $38 | $38 | ||
| SCHWAB TREASURY OBLIGATIONS MONEY FUND (SNOXX) | 2025-01-01 | 2025-11-07 | $2,425,323 | $2,425,323 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $21,594 | $21,594 | $21,594 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,983 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $4,965 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN M FITZGERALD | IndividualWithBooksNm |
| Phone | 5202417515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 QUAIL CT STE 100 | AddressLine1Txt |
| City | PEWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN M FITZGERALD | ||||||||
| 237 MADISON ST APT 61 | WAUKESHA | WI | 53188 | SECRETARY | 4.00 | $0 | $0 | $0 |
| LESLIE H HIMES | ||||||||
| 2100 TOWNLINE RD 103 | WAUSAU | WI | 54403 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,217,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,040 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,331,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,331,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,296,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,935 | TotalTaxAmt |
| Distributable Before Adj | $109,896 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,896 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,896 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,896 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,535 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,535 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $63,431 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M FITZGERALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH OF WAUSAU | ||||||||
| 903 THIRD STREET | WAUSAU | WI | 54403 | NONE | PC | THE MISSION OF THE UNITED METHODIST CHURCH IS TO MAKE DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD. | $14,000 | |
| NEVER FORGOTTEN HONOR FLIGHT | ||||||||
| 225780 RIB MOUNTAIN DRIVE 234 | WAUSAU | WI | 54401 | NONE | PC | THE NEVER FORGOTTEN HONOR FLIGHT IS A NOT-FOR-PROFIT ORGANIZATION OF DEDICATED VOLUNTEERS PROVIDING VETERANS WITH CLOSURE, GRATITUDE & RESPECT, BY FLYING THEM TO WASHINGTON D.C. TO VISIT THEIR MEMORIALS. | $10,000 | |
| SALVATION ARMY WISCONSIN & UPPER MICHIGAN | ||||||||
| 11315 WEST WATERTOWN PLANK RD PO | WAUWATOSA | WI | 532260019 | NONE | PC | THE SALVATION ARMY, AN INTERNATIONAL MOVEMENT, IS AN EVANGICAL PART OF THE UNIVERSAL CHRISTIAN CHURCH, ITS MESSAGE IS BASED ON THE BIBLE. ITS MINISTRY IS MOTIVATED BY THE LOVE OF GOD. ITS MISSION IS TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME, WITHOUT DISCRIMINATION. | $10,000 | BOX 26019 |
| WAUSAU AMERICAN LEGION | ||||||||
| 1001 GOLF CLUB ROAD | WAUSAU | WI | 54403 | NONE | PC | AMERICAN LEGION FAMILY IN WAUSAU WORKS HARD TO BE A COMMUNITY ORIENTATED SERVICE ORGANIZATION. POST 10, UNIT 10 OF THE AMERICAN LEGION AUXILIARY AND SQUADRON 10 OF THE SONS OF THE AMERICAN LEGION WORK TOGETHER TO SERVE OUR VETERANS, ACTIVE MILITARY MEMBERS, THEIR FAMILIES, OUR AREA YOUTH, AND CITIZENS. | $10,000 | |
| MARSHFIELD AREA COMMUNITY FOUNDATION INC | ||||||||
| 211 E 2ND ST STE 2 | MARSHFIELD | WI | 54449 | NONE | PC | MACFI CREATES A PARTNERSHIP WITH CARING MEMBERS OF THE COMMUNITY TO ASSESS THE NEEDS AND PRIORITIES OF THE MARSHFIELD AREA AND ASSISTS THEM IN FULFILLING THEIR PHILANTHROPIC GOALS. THE FOUNDATION MAKES AN ONGOING EFFORT TO ASSESS LOCAL NEEDS THROUGH COMMUNITY INPUT AND COLLABORATION WITH OTHER FOUNDATIONS AND LOCAL AGENCIES. | $10,000 | |
| CAMP AMERICAN LEGION LAKE TOMAHAWK | ||||||||
| 8529 COUNTY D | LAKE TOMAHAWK | WI | 54539 | NONE | PC | CAMP IS A PLACE FOR WISCONSIN VETERANS, MILITARY, AND THEIR FAMILIES TO COME TOGETHER IN A SAFE PLACE; A PLACE WHERE OTHERS MAY HAVE SHARED LIFE EXPERIENCES. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $71,536 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $316,983 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $388,582 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $388,582 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES. INCLUDING THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LESLIE HIMES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 TOWNLINE RD APT 103 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,467,715 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2167 SHARES FISERV INC | $497,392 | 2026-02-05 |
| 1 | 300 SHARES CATERPILLAR INC | $123,587 | 2025-08-18 |
| 1 | 1400 SHARES KKR & CO INC | $197,568 | 2025-08-18 |
| 1 | 410 SHARES MCKESSON CORPORATION | $275,126 | 2025-08-18 |
| 1 | 129 SHARES META PLATFORMS INC | $98,906 | 2025-08-18 |
| 1 | 800 SHARES PHILLIPS 66 | $98,351 | 2025-08-18 |
| 1 | 466 SHARES SCIENCE APPLICATIONS INTERNATIONAL CORPORATION | $54,857 | 2025-08-18 |
| 1 | 365 SHARES TESLA | $121,928 | 2025-08-18 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 382 SHS ADVANCED MICRO DEVICES, INC. (AMD) | $94,357 | $81,809 |
| 300 SHS ALPHABET INC. (GOOGL) | $60,165 | $93,900 |
| 260 SHS APPLE INC. (AAPL) | $60,132 | $70,684 |
| 612 SHS APPLIED DIGITAL CORPORATION (APLD) | $14,980 | $15,006 |
| 15 SHS ASML HOLDING N.V. (ASML) | $16,398 | $16,048 |
| 103 SHS ASTERA LABS, INC. (ALAB) | $14,910 | $17,135 |
| 1200 SHS BARRICK MINING CORPORATION (B) | $49,896 | $52,260 |
| 1015 SHS BHP GROUP LIMITED (BHP) | $50,004 | $61,276 |
| 700 SHS BLOCK, INC. (XYZ) | $50,481 | $45,563 |
| 1718 SHS BP P.L.C. (BP) | $58,982 | $59,666 |
| 77 SHS CHEVRON CORPORATION (CVX) | $13,884 | $11,736 |
| 1280 SHS CHIPOTLE MEXICAN GRILL, INC. (CMG) | $59,904 | $47,360 |
| 2644 SHS CNH INDUSTRIAL N.V. (CNH) | $39,991 | $24,378 |
| 3610 SHS COEUR MINING, INC. (CDE) | $50,179 | $64,366 |
| 442 SHS DELL TECHNOLOGIES INC. (DELL) | $49,955 | $55,639 |
| 108 SHS EOG RESOURCES, INC. (EOG) | $13,954 | $11,341 |
| 7100 SHS COPPERNICO METALS INC. (CPPKF) | $9,967 | $14,200 |
| 2748 SHS FREEPORT-MCMORAN INC. (FCX) | $110,035 | $139,571 |
| 143 SHS GENERAC HOLDINGS INC. (GNRC) | $20,123 | $19,501 |
| 1180 SHS HEALTHCARE REALTY TRUST INCORPORATED (HR) | $19,977 | $20,001 |
| 268 SHS HF SINCLAIR CORPORATION (DINO) | $13,959 | $12,349 |
| 2450 SHS INVESTOR AB (IVPAF) | $25,070 | $27,867 |
| 5352 SHS LUNDIN MINING CORPORATION (LUNMF) | $36,865 | $115,042 |
| 120 SHS MICROSOFT CORPORATION (MSFT) | $61,158 | $58,034 |
| 7050 SHS NOKIA CORPORATION (NOK) | $50,161 | $45,614 |
| 550 SHS NEWMONT CORPORATION (NEM) | $50,230 | $54,918 |
| 1100 SHS NOVO NORDISK A/S (NVO) | $60,231 | $55,968 |
| 404 SHS NUTRIEN LTD. (NTR) | $39,995 | $24,935 |
| 1403 SHS NVIDIA CORPORATION (NVDA) | $250,914 | $261,660 |
| 820 SHS ONEOK, INC. (OKE) | $60,212 | $60,270 |
| 130 SHS ORACLE CORPORATION (ORCL) | $25,156 | $25,338 |
| 430 SHS OSHKOSH CORPORATION (OSK) | $60,413 | $54,021 |
| 3546 SHS RECURSION PHARMACEUTICALS, INC. (RXRX) | $15,035 | $14,503 |
| 1609 SHS SERVE ROBOTICS INC. (SERV) | $14,949 | $16,701 |
| 1800 SHS SLB (SLB) | $60,228 | $69,084 |
| 1250 SHS SOUNDHOUND AI, INC. (SOUN) | $15,063 | $12,463 |
| 2450 SHS SUPER MICRO COMPUTER, INC. (SMCI) | $80,815 | $71,712 |
| 430 SHS TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED (TSM) | $100,712 | $130,673 |
| 694 SHS THE MOSAIC COMPANY (MOS) | $39,995 | $16,718 |
| 227 SHS UNITEDHEALTH GROUP INCORPORATED (UNH) | $65,697 | $74,935 |
| 6635 SHS DIREXION DAILY 20+ YEAR TREASURY BULL 3X SHARES (TMF) | $298,002 | $247,618 |
| 134 SHS DIREXION DAILY MSCI BRAZIL BULL 3X SHARES (BRZU) | $9,990 | $10,685 |
| 542 SHS DIREXION DAILY TECHNOLOGY BEAR 3X SHARES (TECS) | $10,013 | $9,371 |
| 379 SHS DIREXION DAILY INDIA BULL 3X SHARES (INDL) | $19,978 | $21,550 |
| 700 SHS GRANITESHARES 2X LONG NVDA DAILY ETF (NVDU) | $100,653 | $82,404 |
| 2300 SHS DIREXION DAILY TECHNOLOGY BULL 3X SHARES (TECL) | $303,508 | $270,227 |
| 360 SHS DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X SHARES (JNUG) | $50,116 | $74,354 |
| 513 SHS DIREXION DAILY FTSE CHINA BULL 3X SHARES (YINN) | $27,048 | $21,849 |
| 970 SHS DIREXION DAILY MSCI MEXICO BULL 3X SHARES (MEXX) | $22,203 | $24,240 |
| 146 SHS DIREXION DAILY SOUTH KOREA BULL 3X SHARES (KORU) | $19,931 | $26,515 |
| 888 SHS DIREXION DAILY FTSE EUROPE BULL 3X SHARES (EURL) | $29,952 | $36,603 |
| 736 SHS FIDELITY HIGH YIELD FACTOR ETF (FDHY) | $34,982 | $36,307 |
| 720 SHS PROSHARES ETHER ETF (ETHT) | $25,107 | $27,058 |
| 408 SHS EASYJET PLC (EZJ) | $20,248 | $21,159 |
| 1556.885 SHS ARK VENTURE FUND (ARKVX) | $50,000 | $71,866 |
| 547 SHS ENTERPRISE PRODUCTS PARTNERS L.P. (EPD) | $13,996 | $17,537 |
| 871 SHS SUBURBAN PROPANE PARTNERS, L.P. (SPH) | $13,987 | $16,148 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TECH FEES | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $29,574 | $29,574 | $0 |
| WI DFI | $215 | $215 | $0 |
| CONSULTING FEES | $2,700 | $2,700 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $790 | Amt |
| Net Investment Income | $790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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