STRATEGY STUDIO / PUBLIC DATA EXPLORER

MENASHA CORPORATION FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MENASHA CORPORATION FOUNDATION (EIN 39-6047384)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-14
IRS object ID
202531049349100408
Schema version
2024v5.1
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)
Return2025-04-14T08:49:41-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396047384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Menasha Corporation FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Lea A HammenInCareOfNm
Business Name ControlMENABusinessNameControlTxt
Phone9207511450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 367AddressLine1Txt
CityNeenahCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549570367ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEA A HAMMENPersonNm
Person TitleVice PresidentTreasurerPersonTitleTxt
Phone9207511364PhoneNum
Signature2025-04-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,649,354FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,600,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,236InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,236InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,236InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$289,880DividendsRevAndExpnssAmt
Dividends Net Invst Incm$289,880DividendsNetInvstIncmAmt
Dividends Adj Net Incm$289,880DividendsAdjNetIncmAmt
Total Rev And Expnss$3,895,116TotalRevAndExpnssAmt
Total Net Invst Incm$295,116TotalNetInvstIncmAmt
Total Adj Net Incm$295,116TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$13,509OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,509OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,053TaxesRevAndExpnssAmt
Printing And Pub Rev And Expnss$10,470PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$91,101OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$118,133TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,509TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,175,994ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,175,994ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,294,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,509TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,175,994TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$600,989ExcessRevenueOverExpensesAmt
Net Investment Income$281,607NetInvestmentIncomeAmt
Adjusted Net Income$295,116AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,277CashBOYAmt
Cash EOY$121,846CashEOYAmt
Cash EOYFMV$121,846CashEOYFMVAmt
Sav And Temp Cash Invst BOY$267,796SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$44,814SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,814SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,211,338CorporateStockBOYAmt
Corporate Stock EOY$12,264,499CorporateStockEOYAmt
Corporate Stock EOYFMV$13,482,694CorporateStockEOYFMVAmt
Total Assets BOY$10,498,411TotalAssetsBOYAmt
Total Assets EOY$12,431,159TotalAssetsEOYAmt
Total Assets EOYFMV$13,649,354TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$600,989ExcessRevenueOverExpensesAmt
Subtotal$600,989SubtotalAmt
Tot Net Ast Or Fund Balances EOY$600,989TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,914InvestmentIncomeExciseTaxAmt
Subtotal$3,914SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,914TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Tax Due$3,914TaxDueAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Lea A HammenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9207511000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11645 Bergstrom RoadAddressLine1Txt
CityNeenahCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54956ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MIKE RIEGSECKER
1645 Bergstrom RoadNeenahWI54956President0.00$0$0$0
LEA A HAMMEN
1645 Bergstrom RoadNeenahWI54956VPTreasurer0.00$0$0$0
CHRIS DREES
1645 Bergstrom RoadNeenahWI54956Chairman0.00$0$0$0
NORM KUKUK
1055 Corporate Center DriveOconomowocWI53066Director0.00$0$0$0
CHRIS SHEPARD
W307N7144 Club CtHartlandWI53029Director0.00$0$0$0
CARLTON RADFORD
2770 Ledgemont StreetFitchburgWI53711Director0.00$0$0$0
ANGIE BURNS
1645 Bergstrom RoadNeenahWI54956Secretary0.00$0$0$0
NATALIE RIPLEY
1645 Bergstrom RoadNeenahWI54956Assistant Treasurer0.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,479,940AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$130,947AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,610,887TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$13,610,887AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$204,163CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,406,724NetVlNoncharitableAssetsAmt
Minimum Investment Return$670,336MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$670,336MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,914TaxBasedOnInvestmentIncomeAmt
Total Tax$3,914TotalTaxAmt
Distributable Before Adj$666,422DistributableBeforeAdjAmt
Distributable Before Ded$666,422DistributableBeforeDedAmt
Distributable As Adjusted$666,422DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,175,994ExpensesAndContributionsAmt
Qualifying Distributions$3,175,994QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$666,422DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,125,623ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,480,364ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,544,852ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,344,002ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,460,728ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,955,569TotalExcessDistributionCyovAmt
Qualifying Distributions$3,175,994QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$666,422AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,509,572RemainingDistriFromCorpusAmt
Total Corpus$9,465,141TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,125,623ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,339,518ExcessDistriCyovToNextYrAmt
Excess From Year4$1,480,364ExcessFromYear4Amt
Excess From Year3$1,544,852ExcessFromYear3Amt
Excess From Year2$1,344,002ExcessFromYear2Amt
Excess From Year1$1,460,728ExcessFromYear1Amt
Excess From Current Year$2,509,572ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Year1$2,014,325Year1Amt
Year2$1,816,128Year2Amt
Year3$2,036,703Year3Amt
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLEA ANN HAMMENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11645 Bergstrom RoadAddressLine1Txt
CityNeenahCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54956ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9207511000RecipientPhoneNum
Form And Info And MaterialsSpecify exempt status as determined by the IRSFormAndInfoAndMaterialsTxt
Submission DeadlinesAny TimeSubmissionDeadlinesTxt
Restrictions On AwardsPreference given to health welfare and cultural organizationsRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Available Upon RequestBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11645 Bergstrom RoadAddressLine1Txt
CityNeenahCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54956ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeAvailable Upon RequestGrantOrContributionPurposeTxt
Amt$3,175,994Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,175,994TotalGrantOrContriPdDurYrAmt
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$5,236ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$289,880ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$295,116ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$295,116TotalIncomeProducingActyAmt

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

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Menasha CorporationBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11645 Bergstrom RoadAddressLine1Txt
CityNeenahCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54956ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,600,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Payroll ContributionYes (X)PayrollContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$12,264,499EOYBookValueAmt
EOYFMV$13,482,694EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative ExpensesDesc
Revenue And Expenses Per Books$91,101RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryManagement Fee to AdvisorCategoryTxt
Amt$13,509Amt
Net Investment Income$13,509NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Menasha CorporationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11645 Bergstrom RoadAddressLine1Txt
CityNeenahCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54956ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExciseCategoryTxt
Amt$3,053Amt