ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ELLSWORTH AND CARLA PETERSON CHARITABLE FOUNDATION (EIN 39-6566719)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-02-24
IRS object ID
202520559349100437
Schema version
2023v6.0
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)
Return2025-02-24T18:38:03-05:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260627400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASHER & WOOD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 N 18TH AVE STE 9AAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396566719EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLSWORTH AND CARLA PETERSONBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlELLSBusinessNameControlTxt
Phone9207434501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13797 BAY SHORE DRIVEAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLA J PETERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2024-12-30SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROGER L WOOD CPAPreparerPersonNm
PTINP00572627PTIN
Phone9207438699PhoneNum
Preparation2025-02-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,610,203FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$65,843ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$917InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$917InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,272DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,272DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$112,091NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$126,314GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$112,091CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$202,123TotalRevAndExpnssAmt
Total Net Invst Incm$136,280TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,157LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,079LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,078LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,680AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$840AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$840AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$801TaxesRevAndExpnssAmt
Taxes Net Invst Incm$801TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,638TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,720TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,918TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$195,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$195,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$200,038TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,720TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$197,318TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,085ExcessRevenueOverExpensesAmt
Net Investment Income$133,560NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,407SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,626SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,626SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$427,601CorporateStockBOYAmt
Corporate Stock EOY$437,467CorporateStockEOYAmt
Corporate Stock EOYFMV$1,597,577CorporateStockEOYFMVAmt
Total Assets BOY$448,008TotalAssetsBOYAmt
Total Assets EOY$450,093TotalAssetsEOYAmt
Total Assets EOYFMV$1,610,203TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$448,008CapitalStockBOYAmt
Capital Stock EOY$450,093CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$448,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$450,093TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$448,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$450,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$448,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,085ExcessRevenueOverExpensesAmt
Subtotal$450,093SubtotalAmt
Tot Net Ast Or Fund Balances EOY$450,093TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NICOLET BANKSHARES INCD1991-04-122024-10-04$20,087$2,016$18,071$18,071
NICOLET BANKSHARES INCD1990-07-172024-03-07$88,919$10,299$78,620$78,620
NICOLET BANKSHARES INCD1991-04-122024-03-07$17,308$1,908$15,400$15,400
FieldValueIRS element (for citing)
Capital Gain Net Income$112,091CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,856InvestmentIncomeExciseTaxAmt
Subtotal$1,856SubtotalAmt
Tax Based On Investment Income$1,856TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$887EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$887TotalPaymentsAndCreditsAmt
Tax Due$969TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCARLA J PETERSONIndividualWithBooksNm
Phone9207434501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13797 BAY SHORE DRIVEAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCARLA J PETERSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13797 BAY SHORE DRIVEAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,492,576AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,273AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,516,849TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,516,849AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,753CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,494,096NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,705MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,705MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,856TaxBasedOnInvestmentIncomeAmt
Total Tax$1,856TotalTaxAmt
Distributable Before Adj$72,849DistributableBeforeAdjAmt
Distributable Before Ded$72,849DistributableBeforeDedAmt
Distributable As Adjusted$72,849DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$197,318ExpensesAndContributionsAmt
Qualifying Distributions$197,318QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,849DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$65,189ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$44,309ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$380,621ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43,444ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,030ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$535,593TotalExcessDistributionCyovAmt
Qualifying Distributions$197,318QualifyingDistributionsAmt
Applied To Current Year$72,849AppliedToCurrentYearAmt
Remaining Distri From Corpus$124,469RemainingDistriFromCorpusAmt
Total Corpus$660,062TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$65,189ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$594,873ExcessDistriCyovToNextYrAmt
Excess From Year4$44,309ExcessFromYear4Amt
Excess From Year3$380,621ExcessFromYear3Amt
Excess From Year2$43,444ExcessFromYear2Amt
Excess From Year1$2,030ExcessFromYear1Amt
Excess From Current Year$124,469ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCARLA J PETERSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCARLA J PETERSON TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13797 BAY SHORE DRIVEAddressLine1Txt
CitySTURGEON BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54235ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9207434501RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS SHOULD SUBMIT AN OUTLINE OF THE REASONS FOR THE GRANT REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE ACCEPTED AT ANY TIME.SubmissionDeadlinesTxt
Restrictions On AwardsTHE PURPOSES OF THE FOUNDATION ARE BROAD AND INCLUDE SUPPORT OF CULTURAL ACTIVITIES, SCHOOLS, COLLEGES AND MUSEUMS, HEALTH SERVICES AND SCIENTIFIC RESEARCH ACTIVITIES. ALSO INCLUDED IS SUPPORT OF ECOLOGICAL ACTIVITIES AND RELIGIOUS ACTIVITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIRCH CREEK MUSIC PERFORMANCE CTR
BIRCH CREEK MUSIC PERFORMANCE CENTER3821 COUNTY RD E3821 COUNTY RD EEGG HARBORWI54209N/APUBLICGENERAL OPERATIONS$2,000
CHILDREN FIRST DEVELOPMENT CENTER
CHILDREN FIRST DEVELOPMENT CENTER INC1743 EGG HARBOR RD1743 EGG HARBOR RDSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$10,500
COLLEGE READY
COLLEGE READY715 SUPERIOR RD UNIT 102715 SUPERIOR RD UNIT 102GREEN BAYWI54311N/APUBLICGENERAL OPERATIONS$100
CROSSROADS AT BIG CREEK
CROSSROADS AT BIG CREEK2041 MICHIGAN ST2041 MICHIGAN STSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$2,500
DOOR CANCER INC
DOOR CANCER INCPO BOX 423PO BOX 423STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$100
DOOR COMMUNITY AUDITORIUM
DOOR COMMUNITY AUDITORIUM3926 HWY 423926 HWY 42FISH CREEKWI54212N/APUBLICGENERAL OPERATIONS$1,000
DOOR COUNTY HABITAT FOR HUMANITY
DOOR COUNTY HABITAT FOR HUMANITY410 N 14TH AVE410 N 14TH AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
DOOR COUNTY LAND TRUST
DOOR COUNTY LAND TRUST217 N 4TH AVE 2ND FLOOR217 N 4TH AVE 2ND FLOORSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$2,000
DOOR COUNTY MARITIME MUSEUM
DOOR COUNTY MARITIME MUSEUM120 N MADISON AVE120 N MADISON AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$500
DOOR COUNTY YMCA
DOOR COUNTY YMCA1900 MICHIGAN ST1900 MICHIGAN STSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$26,000
DOOR COUNTY YMCA ENDOWMENT FD
DOOR COUNTY YMCA ENDOWMENT FD1900 MICHIGAN ST1900 MICHIGAN STSTURGEON BAYWI54235N/APUBLICENDOWMENT FUND$100,000
FRIENDS OF PBS WISCONSIN
FRIENDS OF PBS WISCONSIN821 UNIVERSITY AVE821 UNIVERSITY AVEMADISONWI53706N/APUBLICGENERAL OPERATIONS$1,000
HAWAII ACADEMY OF RECORDING ARTS
HAWAII ACADEMY OF RECORDING ARTS521 ALA MOANA BLVD SUITE521 ALA MOANA BLVD SUITEHONOLULUHI96813N/APUBLICGENERAL OPERATIONS$500
HELP OF DOOR COUNTY
HELP OF DOOR COUNTY219 GREEN BAY RD219 GREEN BAY RDSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
HOLY TRINITY CHURCH
HOLY TRINITY CHURCH5919 KALANIANAOLE HWY5919 KALANIANAOLE HWYHONOLULUHI96821N/APUBLICGENERAL OPERATIONS$500
KOLBERG ATHLETIC CLUB
KOLBERG ATHLETIC CLUB8591 RENIER RD8591 RENIER RDBRUSSELSWI54204N/APUBLICGENERAL OPERATIONS$500
LAKESHORE CAP
LAKESHORE CAP131 S 3RD AVE131 S 3RD AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,500
LAWRENCE UNIVERSITY
LAWRENCE UNIVERSITY711 E JOHN STREET711 E JOHN STREETAPPLETONWI54911N/APUBLICGENERAL OPERATIONS$4,000
LEAGUE OF WOMEN VOTERS
LEAGUE OF WOMEN VOTERSPO BOX 306PO BOX 306STURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$100
MACULAR DEGENERATION RESEARCH
MACULAR DEGENERATION RESEARCH22512 GATEWAY CENTER DR22512 GATEWAY CENTER DRCLARKSBURGMD20871N/APUBLICGENERAL OPERATIONS$2,000
MIDSUMMER'S MUSIC LTD
MIDSUMMER'S MUSIC LTD10568 COUNTRY WALK LANE10568 COUNTRY WALK LANESISTER BAYWI54234N/APUBLICGENERAL OPERATIONS$500
MILLER ART MUSEUM
MILLER ART MUSEUM107 S 4TH AVE107 S 4TH AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
MUSE STURGEON BAY
MUSE STURGEON BAY330 JEFFERSON ST330 JEFFERSON STSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$500
NATIONAL WWII MUSEUM
NATIONAL WWII MUSEUM945 MAGAZINE ST945 MAGAZINE STNEW ORLEANSLA70130N/APUBLICGENERAL OPERATIONS$100
NORTHERN DOOR CHILD CARE CENTER
NORTHERN DOOR CHILD CARE CENTER10520 JUDITH BLAZER DRIVE10520 JUDITH BLAZER DRIVESISTER BAYWI54234N/APUBLICCAPITAL CAMPAIGN & REKINDLE CAMPAIGN$1,000
NORTHERN SKY THEATER
NORTHERN SKY THEATER9058 CO RD A9058 CO RD AFISH CREEKWI54212N/APUBLICGENERAL OPERATIONS$6,500
PENINSULA SCHOOL OF ART
PENINSULA SCHOOL OF ART3900 COUNTY F3900 COUNTY FFISH CREEKWI54212N/APUBLICGENERAL OPERATIONS$1,000
ROTARY INTERNATIONAL
ROTARY INTERNATIONAL1560 SHERMAN AVE1560 SHERMAN AVEEVANSTONIL602013698N/APUBLICGENERAL OPERATIONS$1,000
SAIL TRAINING FOUNDATION
SAIL TRAINING FOUNDATION600 NAUTICAL DR600 NAUTICAL DRSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$12,500
SOUTHERN DOOR COMMUNITY AUDITORIUM
SOUTHERN DOOR COUMMUNITY AUDITORIUM2073 CTY DK2073 CTY DKBRUSSELSWI54204N/APUBLICGENERAL OPERATIONS$1,000
STURGEON BAY SCHOOL PLAYGROUND FD
STURGEON BAY SCHOOL DISTRICT1230 MICHIGAN ST1230 MICHIGAN STSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,000
SUNSHINE RESOURCES
SUNSHINE RESOURCES55 W YEW ST55 W YEW STSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$2,800
THIRD AVENUE PLAYWORKS
THIRD AVENUE PLAYWORKS239 N 3RD AVE239 N 3RD AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$5,000
UNITED WAY OF DOOR COUNTY
UNITED WAY OF DOOR COUNTY57 N 3RD AVE57 N 3RD AVESTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$2,500
USMMA ALUMNI ASSOC & FOUNDATION
USMMA ALUMNI ASSOCIATION & FOUNDATION INC300 STEAMBOAT ROAD300 STEAMBOAT ROADKINGS POINTNY11024N/APUBLICGENERAL OPERATIONS$1,000
WISCONSIN HUMANE SOCIETY - DOOR CO
GENERAL OPERATIONS3475 PARK DR3475 PARK DRSTURGEON BAYWI54235N/APUBLICGENERAL OPERATIONS$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$195,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$917ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,272ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,091ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$136,280ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$136,280TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,680Amt
Net Investment Income$840NetInvestmentIncomeAmt
Disbursements Charitable Prps$840DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC$30,975$113,975
APPLE INC$23,541$225,910
BERKSHIRE HATHAWAY INC CL B$64,120$202,914
CISCO SYSTEMS$48,205$109,540
COLGATE - PALMOLIVE$46,104$131,194
MICROSOFT CORP$33,555$164,572
NICOLET BANKSHARES INC$6,620$109,520
NOVARTIS$45,709$151,760
SANDAZ GROUP$2,521$12,771
US BANCORP$6,623$120,775
VANGUARD FUNDS$129,494$254,646

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,157LegalFeesAmt
Net Investment Income$1,079NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,078DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$801Amt
Net Investment Income$801NetInvestmentIncomeAmt

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