FULCRUM FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FULCRUM FOUNDATION INC (EIN 39-2016506)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202431309349100433
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T08:52:26-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392016506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULCRUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULC | BusinessNameControlTxt |
| Phone | 7157487507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON ST | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA LANGE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7157487507 | PhoneNum |
| Signature | 2024-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMANDA | PersonFirstNm |
| Person Last | LANGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2024-04-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,548,342 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $869,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $869,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$214,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,900,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $524,099 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $654,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,393,752 | 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 |
| Accounting Fees Rev And Expnss | $2,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,168 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,167 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,418 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,702 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,599 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $663,883 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $663,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $688,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $685,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,390,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,013,121 | CashBOYAmt |
| Cash EOY | $531,019 | CashEOYAmt |
| Cash EOYFMV | $531,019 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $763,626 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $5,920,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,771,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,771,610 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,933,531 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,933,531 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | -$135,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,296,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,296,499 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,683 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,683 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,565,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,548,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,548,342 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,933 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $802 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,302 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,557,786 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,545,040 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,557,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,545,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,565,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,548,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,557,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,021,306 | OtherIncreasesAmt |
| Subtotal | $27,545,040 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,545,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,547,630 | $5,376,895 | $170,735 | $170,735 |
| CAPITAL GAINS DIVIDENDS | P | $353,364 | $353,364 | $353,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $524,099 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $33,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,034 | EsPenaltyAmt |
| Overpayment | $12,643 | OverpaymentAmt |
| Applied To ES Tax | $12,643 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | WWW.FULCRUMFOUND.ORG | WebsiteAddressTxt |
| Individual With Books | AMANDA LANGE | IndividualWithBooksNm |
| Phone | 7157488100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON STREET | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| AMANDA LANGE | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN LANGE | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| CANDICE GRUNSETH | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | VICE CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| RANDY JUEDES | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JASON STELIGA | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | TREASURER | 1.00 | $0 | $0 | $0 |
| COLTON FREIBERG | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COURTNEY GRAFF | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEN HAMMAN | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM KLINGBEIL | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILY TRACEY | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH VAN DER BERG | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DALE HUSTEDT | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $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 | $25,293,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,003,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,296,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,296,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $394,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,902,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,295,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,295,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,323 | TotalTaxAmt |
| Distributable Before Adj | $1,275,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,275,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,275,785 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $685,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $685,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,275,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $685,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $685,351 | 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 | $590,434 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMANDA LANGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S GIBSON ST | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7157487507 | RecipientPhoneNum |
| Recipient Email Address | AMANDA.LANGE@FULCRUMFOUND.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WEBSITE: HTTPS://WWW.FULCRUMFOUND.ORG/RFP-PROCESS-INFORMATION LETTERS OF INTEREST SHOULD INCLUDE THE FOLLOWING: -PROJECT SUMMARY STATEMENT -STATEMENT OF NEED THE "WHY" OF THE PROJECT -PROJECT ACTIVITY THE "WHAT AND "HOW" OF THE PROJECT -EXPECTED PROJECT OUTCOMES -CREDENTIALS WHY IS YOUR ORGANIZATION BEST POSITIONED TO CARRY OUT THIS PROJECT? -BUDGET GENERAL DESCRIPTION OF THE PROJECT FUNDING NEEDS AND TOTAL AMOUNT REQUESTED -COPY OF ORGANIZATION'S MOST RECENT YEAR'S 990 TAX FILING TO FACILITATE THE REVIEW PROCESS, ONLY APPLICATIONS SUBMITTED CONTINUED: ELECTRONICALLY AS ATTACHMENTS VIA EMAIL TO AMANDA.LANGE@FULCRUMFOUND.ORG IF YOUR PROJECT IS SUCCESSFUL IN OUR PHASE I INITIAL REVIEW PROCESS, YOU WILL BE INVITED TO SUBMIT ADDITIONAL INFORMATION AND PRESENT YOUR IDEA IN PERSON IN PHASE II. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING AWARD: APRIL FALL AWARD: OCTOBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS MAY NOT BE USED FOR: -ENTERTAINMENT OR ALCOHOLIC BEVERAGES -LOBBYING -PROJECTS CONDUCTED OUTSIDE OF THE FULCRUM FOUNDATION SERVICE AREA (RESIDENTS OF TAYLOR COUNTY, THE SOUTHERN HALF OF PRICE COUNTY OR WITHIN 25 MILES OF MEDFORD, WISCONSIN) -REIMBURSEMENT SOLELY FOR PATIENT CARE OR CLINICAL SERVICE DELIVERY -SUPPLANTING FUNDS OR RESOURCES THAT ARE AVAILABLE FROM OTHER SOURCES -INDIRECT COSTS SUCH AS ONGOING OPERATING EXPENSES OF AN ORGANIZATION'S ROUTINE FUNCTIONS AND PRINCIPAL PROGRAMS OR DEBT REDUCTION (UNLESS THERE IS AN ACCEPTABLE SUSTAINABILITY PLAN ACCOMPANYING THE REQUEST) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TAYLOR COUNTY SUPPORTIVE HOUSING | |||||||
| PO BOX 471 | MEDFORD | WI | 54451 | N/A | PC | GENERAL SUPPORT | $28,200 |
| MEDFORD AREA SCHOOL DISTRICT | |||||||
| 124 W STATE ST | MEDFORD | WI | 54451 | N/A | GOV | GENERAL SUPPORT | $140,462 |
| GILMAN SCHOOL DISTRICT | |||||||
| 325 N 5TH AVE | GILMAN | WI | 54433 | N/A | GOV | GENERAL SUPPORT | $100,000 |
| RAINBOW GYMNASTICS INC | |||||||
| PO BOX 61 | MEDFORD | WI | 54451 | N/A | PC | GENERAL SUPPORT | $37,000 |
| RIB LAKE SCHOOL DISTRICT | |||||||
| 1236 KENNEDY ST | RIB LAKE | WI | 54470 | N/A | GOV | GENERAL SUPPORT | $162,500 |
| SAND BOX INC | |||||||
| 664 CEDAR ST | MEDFORD | WI | 54451 | N/A | PC | GENERAL SUPPORT | $39,200 |
| SERENE COUNSELING LLC | |||||||
| 148 S AVON AVE | PHILLIPS | WI | 54555 | N/A | NC | GENERAL SUPPORT | $1,521 |
| TAYLOR COUNTY HUMAN SERVICES | |||||||
| 540 COLLEGE ST | MEDFORD | WI | 54451 | N/A | GOV | GENERAL SUPPORT | $75,000 |
| TAYLOR COUNTY LITERACY COUNCIL | |||||||
| PO BOX 53 | MEDFORD | WI | 54451 | N/A | PC | GENERAL SUPPORT | $25,000 |
| TAYLOR COUNTY DRUG OPPOSITION PARTNERS INC | |||||||
| 124 W STATE ST | MEDFORD | WI | 54451 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ASPIRUS MEDFORD FOUNDATION INC | |||||||
| 135 S GIBSON ST | MEDFORD | WI | 54451 | N/A | PC | GENERAL SUPPORT | $10,000 |
| ASPIRUS INC | |||||||
| 333 PINE RIDGE BLVD | WAUSAU | WI | 54401 | N/A | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $663,883 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $869,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$214,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $654,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $654,885 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $2,335 | Amt |
| Net Investment Income | $1,168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,167 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| LOSS ON BUYOUT OF AES | PURCHASED | $520,603 | COST | $0 | -$520,603 |
| LOSS ON SALE OF INTEREST IN AES | PURCHASED | $218,264 | COST | $0 | -$218,264 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD INTER BOND FD INSTL CL | $628,303 | $628,303 |
| CAPITAL WORLD BOND FUND F3 | $445,083 | $445,083 |
| DODGE & COX GLOBAL BOND FUND CL I | $490,776 | $490,776 |
| JPMORGAN CORE PLUS BOND CLASS I | $1,417,343 | $1,417,343 |
| LOOMIS SAYLES INVST GRADE BOND CL Y | $1,506,412 | $1,506,412 |
| LORD ABBETT FLOATING RATE FUND CL F3 | $382,530 | $382,530 |
| MFS EMERGING MARKETS DEBT FUND CL R6 | $1,272,577 | $1,272,577 |
| PIMCO TOTAL RETURN INSTL | $1,387,455 | $1,387,455 |
| PIMCO COMMODITIES PLUS STRATEGY INSTL | $720,938 | $720,938 |
| VANGUARD TOTAL BOND MARKET INSTL | $1,365,395 | $1,365,395 |
| WESTERN ASSET CORE PLUS BOND FUND INSTL | $1,316,719 | $1,316,719 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FID ADV EMERGING MARKETS FUND CL Z | $419,282 | $419,282 |
| FIDELITY LARGE CAP GROWTH INDEX FUND | $994,342 | $994,342 |
| AB LARGE CAP GROWTH ADVISOR CLASS | $966,691 | $966,691 |
| CAUSEWAY EMERGING MARKETS FUND - INSTL | $367,471 | $367,471 |
| DODGE & COX INTERNATL STOCK CL I | $584,208 | $584,208 |
| DODGE & COX STOCK CL I | $1,111,022 | $1,111,022 |
| JOHN HANCOCK DISCIPLINED VALUE MIDCAP I | $828,577 | $828,577 |
| JPMORGAN U.S. EQUITY FUND CLASS R6 | $1,164,441 | $1,164,441 |
| MFS INERNATIOAL INTRINSIC VALUE R6 | $664,388 | $664,388 |
| MFS MID CAP GROWTH FUND CL R6 | $881,464 | $881,464 |
| MORGAN STANLEY INTL ADVANTAGE CL I | $513,417 | $513,417 |
| TRANSAMERICA INTL EQUITY CL I | $567,503 | $567,503 |
| VANGUARD EQUITY INCOME ADMIRAL FD | $1,091,996 | $1,091,996 |
| VANGUARD S&P SMALL-CAP 600 INDEX ISNTL | $1,457,661 | $1,457,661 |
| VANGUARD TOTAL STOCK MARKET INSTL | $1,159,147 | $1,159,147 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIMM GOVERNMENT PORTFOLIO: INSTL CL | FMV | $1,435 | $1,435 |
| ISHARES TR MSCI USA QLT FCT | FMV | $1,126,841 | $1,126,841 |
| SCHWAB US DIVIDEND EQUITY ETF | FMV | $1,217,488 | $1,217,488 |
| ISHARES TR US TREAS BD ETF | FMV | $628,879 | $628,879 |
| WISDOMTREE TR FLOATNG RAT TREA | FMV | $321,213 | $321,213 |
| FIDELITY GOVERNMENT CASH RESERVES | FMV | $643 | $643 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $3,420 | BOYBookValueAmt |
| EOY Book Value | $15,683 | EOYBookValueAmt |
| EOYFMV | $15,683 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES AND FEES | $2,690 | $0 | $2,690 |
| INSURANCE | $3,909 | $0 | $3,909 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $828,464 |
| AES EQUITY ADJUSTMENT | $192,842 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $6,800 | $1,020 | $5,780 |
| CONTRACT AND CONSULTING SERVICES | $9,320 | $1,398 | $7,922 |