THE JEK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE JEK FOUNDATION INC (EIN 39-1998578)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-16
- IRS object ID
- 202422609349101007
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-16T13:28:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 862009018 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATE ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2214 OMRO RD | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549047710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391998578 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEKF | BusinessNameControlTxt |
| Phone | 9204202507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD STADTMUELLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204202507 | PhoneNum |
| Signature | 2024-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL STADLER CPA CMA MBA | PreparerPersonNm |
| PTIN | P00426009 | PTIN |
| Phone | 9203856340 | PhoneNum |
| Preparation | 2024-09-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,346,749 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $38,768 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,768 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $473,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $473,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,719,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,805,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,719,495 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,988 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,252,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,231,512 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,789 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,395 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,394 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,824 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,787 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,787 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,584 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $223,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $137,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,632,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,632,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,856,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $137,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,707,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,395,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,094,297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,571,282 | CashBOYAmt |
| Cash EOY | $7,401,446 | CashEOYAmt |
| Cash EOYFMV | $7,401,446 | CashEOYFMVAmt |
| US Government Obligations BOY | $27,031 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,338 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,338 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,528,299 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,203,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,327,178 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,003,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,893,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $578,272 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,147 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,147 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,515 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,142,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,538,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,346,749 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $32,142,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,538,247 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,142,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,538,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,142,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,538,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,142,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,395,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,538,247 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,538,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SCHWAB #1351 CAPITAL GAIN DISTRIBUTIONS | 2023-12-31 | $5,116 | $5,116 | $5,116 | |
| SCHWAB #1351 | 2023-12-31 | $79,205,633 | $2,792,399 | $2,792,399 | $76,413,234 |
| SCHWAB #7135 | 2023-12-31 | $594,314 | -$78,020 | -$78,020 | $672,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,719,495 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,011 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,011 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,011 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,080 | 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 | $53,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,069 | OverpaymentAmt |
| Applied To ES Tax | $10,069 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GERALD STADTMUELLER | IndividualWithBooksNm |
| Phone | 9204202507 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54903 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD J STADTMUELLER | ||||||||
| PO BOX 49 | OSHKOSH | WI | 54903 | PRESIDENT | 30.00 | $99,000 | $0 | $0 |
| PETER J LANG | ||||||||
| PO BOX 49 | OSHKOSH | WI | 54903 | TRUSTEE | 5.00 | $12,250 | $0 | $0 |
| COURTNEY E LASKY | ||||||||
| PO BOX 49 | OSHKOSH | WI | 54903 | TRUSTEE | 5.00 | $12,000 | $0 | $0 |
| CATHERINE S LUTHER | ||||||||
| PO BOX 49 | OSHKOSH | WI | 54903 | TRUSTEE | 5.00 | $12,000 | $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 | $26,781,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,359,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $588,776 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,729,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,729,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,223,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,661,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,661,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,011 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $140 | IncomeTaxAmt |
| Total Tax | $43,151 | TotalTaxAmt |
| Distributable Before Adj | $1,618,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,618,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,618,043 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,707,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,707,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,618,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,632,562 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,707,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,632,562 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,994 | 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 | $1,543,049 | 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 | GERALD J STADTMUELLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9204202507 | RecipientPhoneNum |
| Recipient Email Address | STADTMUELLERJ@JEKFDNOSHKOSH.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED IN WRITING, PREFERABLY BY EMAIL, ALONG WITH THE NAME AND ADDRESS OF THE APPLICANT AND A DESCRIPTION OF HOW THE FUNDS WILL BE USED. JEK FOUNDATION, INC. DOES NOT RESPOND TO PHONE INQUIRIES REGARDING PROSPECTIVE GRANTS. EMAIL INQUIRIES MAY BE SUBMITTED TO STADTMUELLER@JEKFDNOSHKOSH.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VAN DYNE FIRE DEPARTMENT | |||||||
| W6931 COUNTY ROAD N | VAN DYNE | WI | 54979 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $3,000 |
| OSHKOSH AREA SCHOOL DISTRICT EDU FDN | |||||||
| 215 SOUTH EAGLE STREET | OSHKOSH | WI | 54902 | NONE | PC | ARTS GRANT | $10,000 |
| OSHKOSH AREA COMMUNITY FOUNDATION | |||||||
| 230 OHIO STREET STE 100 | OSHKOSH | WI | 54902 | NONE | PC | STUDENTS JAM FUND | $10,000 |
| NOVA COUNSELING SERVICES | |||||||
| 3240 JACKSON STREET | OSHKOSH | WI | 54901 | NONE | PC | SPRINKLER SYSTEM | $40,000 |
| NEKIMI FIRE DEPT | |||||||
| 3790 PICKETT ROAD | OSHKOSH | WI | 54904 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $1,250 |
| THE TEACHERS' CLOSET INC | |||||||
| 240 W 9TH AVENUE | OSHKOSH | WI | 54902 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $15,000 |
| COVEY INC | |||||||
| 2200 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $25,000 |
| HEADSUP FOX CITIES | |||||||
| 322 BROAD STREET | OSHKOSH | WI | 54952 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $10,000 |
| EAA AVIATION FOUNDATION | |||||||
| 3000 POBEREZNY ROAD | OSHKOSH | WI | 54902 | NONE | PC | CAPITAL CAMPAIGN | $20,000 |
| OSHKOSH AREA COMMUNITY FOUNDATION | |||||||
| 230 OHIO STREET STE 100 | OSHKOSH | WI | 54902 | NONE | PC | GOOD SAMARITAN | $25,000 |
| FRIENDS OF OSHKOSH PARKS | |||||||
| PO BOX 3894 | OSHKOSH | WI | 54903 | NONE | PC | CELEBRATION OF LIGHTS | $3,500 |
| COMMUNITY FOR HOPE | |||||||
| 2700 W 9TH AVENUE STE 100 | OSHKOSH | WI | 54904 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $30,000 |
| OSHKOSH AREA COMMUNITY FOUNDATION | |||||||
| 230 OHIO STREET STE 100 | OSHKOSH | WI | 54902 | NONE | PC | BID HORTICULTURIST | $25,000 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 2692 | OSHKOSH | WI | 54903 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $75,000 |
| DAY BY DAY WARMING SHELTER | |||||||
| 449 HIGH AVENUE | OSHKOSH | WI | 54901 | NONE | PC | CAPITAL CAMPAIGN | $25,000 |
| GREATER OSHKOSH HEALTHY NEIGHBOORHOODS | |||||||
| 100 N MAIN STREET STE 103 | OSHKOSH | WI | 54903 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $65,000 |
| FRIENDS OF PUBLIC TELEVISION WISCONSIN | |||||||
| 821 UNIVERSITY AVENUE STE 1076 | MADISON | WI | 53076 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $40,000 |
| OSHKOSH AREA COMMUNITY FOUNDATION | |||||||
| 230 OHIO STREET STE 100 | OSHKOSH | WI | 54902 | NONE | PC | COTS CAMPAIGN | $100,000 |
| BOYS AND GIRLS CLUB OF OSHKOSH | |||||||
| 501 PARKWAY AVENUE | OSHKOSH | WI | 54901 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| OSHKOSH COMMUNITY YMCA | |||||||
| 324 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | NONE | PC | CAPITAL CAMPAIGN | $150,000 |
| GO-EDC FOUNDATION | |||||||
| 100 N MAIN STREET STE 104 | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $84,000 |
| PAINE ART CENTER AND GARDENS | |||||||
| 1410 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | NONE | PC | HVAC PROJECT | $50,000 |
| WINNEBAGO AREA LITERACY COUNCIL | |||||||
| 106 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $20,000 |
| THE TEACHERS' CLOSET INC | |||||||
| 240 W 9TH AVENUE | OSHKOSH | WI | 54902 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $2,500 |
| TRI-COUNTY DENTAL CLINIC | |||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $15,000 |
| OSHKOSH AREA COMMUNITY PANTRY | |||||||
| 2551 JACKSON STREET | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $100,000 |
| CHRISTINE ANN DOMESTIC ABUSE SERVICES | |||||||
| 206 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $10,000 |
| CHRISTINE ANN DOMESTIC ABUSE SERVICES | |||||||
| 206 ALGOMA BOULEVARD | OSHKOSH | WI | 54901 | NONE | PC | INSTALLMENT #1 OF 5 FOR CAPITAL CAMPAIGN | $100,000 |
| OSHKOSH COMMUNITY YMCA | |||||||
| 324 WASHINGTON AVENUE | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $50,000 |
| WINNEBAGO COUNTY HISTORICAL SOCIETY | |||||||
| 234 CHURCH AVENUE | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| SOLUTIONS RECOVERY CLUB | |||||||
| 621 EVANS STREET | OSHKOSH | WI | 54901 | NONE | PC | INSTALLMENT #1 OF 5 FOR CAPITAL CAMPAIGN | $50,000 |
| SAMARITAN COUNSELING FOX VALLEY INC | |||||||
| 1205 PROVINCE TERRACE | MENASHA | WI | 54952 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $40,000 |
| SOLUTIONS RECOVERY CLUB | |||||||
| 621 EVANS STREET | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $25,000 |
| OSHKOSH AREA UNITED WAY | |||||||
| 21 W NEW YORK AVENUE | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $75,000 |
| NOVA COUNSELING SERVICES | |||||||
| 3240 JACKSON STREET | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $30,000 |
| JOURNEY TOGETHER SERVICE DOGS INC | |||||||
| PO BOX 2205 | OSHKOSH | WI | 54903 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $2,500 |
| MILITARY VETERANS MUSEUM | |||||||
| PO BOX 2194 | OSHKOSH | WI | 54903 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| GRAND OPERA HOUSE FOUNDATION | |||||||
| PO BOX 1004 | OSHKOSH | WI | 54903 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $50,000 |
| DAY BY DAY WARMING SHELTER | |||||||
| 449 HIGH AVENUE | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $10,000 |
| BOYS AND GIRLS CLUB OF OSHKOSH | |||||||
| 501 PARKWAY AVENUE | OSHKOSH | WI | 54901 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $50,000 |
| APRICITY | |||||||
| 1010 STROHMEYER DRIVE | NEENAH | WI | 54956 | NONE | PC | UNRESTRICTED OPERATING FUNDS | $10,000 |
| OSHKOSH AREA COMMUNITY FOUNDATION | |||||||
| 230 OHIO STREET STE 100 | OSHKOSH | WI | 54902 | NONE | PC | JEK FOUNDATION DONOR ADVISED FUND | $76,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,632,750 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,768 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $473,249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,719,495 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ALTUS REALTY INCOME FUND, LLC | 532000 | -$11,581 |
| ARDEN REAL ESTATE PARTNERS II LP | 532000 | $21,012 |
| FEDERAL TAX REFUND | 900099 | $10,635 |
| NORTH CAROLINA TAX REFUND | 900099 | $734 |
| WISCONSIN TAX REFUND | 900099 | $188 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $20,988 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,231,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,252,500 | 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 FEES | CategoryTxt |
| Amt | $6,789 | Amt |
| Net Investment Income | $3,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,394 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $24,203,262 | EOYBookValueAmt |
| EOYFMV | $26,327,178 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $28,338 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $28,338 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,893,054 | BookValueAmt |
| EOYFMV | $578,272 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SILA REALTY TRUST REIT | Desc |
| BOY Book Value | $12,147 | BOYBookValueAmt |
| EOY Book Value | $12,147 | EOYBookValueAmt |
| EOYFMV | $11,515 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ARDEN CREDIT FUND - PASS-THROUGH DEDUCTIONS | $12,584 | $12,584 | $0 | $0 |
| MEALS | $660 | $0 | $0 | $0 |
| POSTAGE | $426 | $0 | $0 | $0 |
| ANNUAL REGISTRATION | $25 | $0 | $0 | $0 |
| PENALTIES | $177 | $0 | $0 | $0 |
| MISCELLANEOUS FEES | $1,638 | $0 | $0 | $0 |
| SOFTWARE | $1,199 | $0 | $0 | $0 |
| WEBSITE | $2,500 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ALTUS REALTY INCOME FUND, LLC | -$11,581 | -$11,581 |
| ARDEN REAL ESTATE PARTNERS II LP | $21,012 | $21,012 |
| FEDERAL TAX REFUND | $10,635 | $10,635 |
| NORTH CAROLINA TAX REFUND | $734 | $734 |
| WISCONSIN TAX REFUND | $188 | $188 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $49,824 | Amt |
| Net Investment Income | $49,824 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MINNESOTA INCOME TAX | $2,352 | $0 | $0 | $0 |
| PAYROLL TAXES | $7,573 | $3,787 | $0 | $3,787 |
| FOREIGN TAXES | $2,897 | $0 | $0 | $0 |