ALBERT H STAHMER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT H STAHMER FOUNDATION INC (EIN 39-6100882)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-14
- IRS object ID
- 202341049349100124
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T16:04:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396100882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT H STAHMER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 3035261218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT STAHMER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3035261218 | PhoneNum |
| Signature | 2023-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | STAHMER JR | 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 | 2023-04-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $568,902 | 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 |
| Dividends Rev And Expnss | $16,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $676 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $676 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,233 | 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 | $3,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,381 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,381 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,052 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,924 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,513 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,435 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,397 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $382,659 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $137,802 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $120,591 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $106,760 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $62,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,970 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $277,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $257,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $568,902 | 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 | $277,593 | RetainedEarningBOYAmt |
| Retained Earning EOY | $257,787 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,593 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $257,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $277,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $257,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,593 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $257,787 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $257,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $16,376 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,211 | CostOrOtherBasisAmt |
| Gain Or Loss | -$835 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$835 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$835 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $192 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | ALBERT STAHMER JR | IndividualWithBooksNm |
| Phone | 3035261218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT H STAHMER JR | ||||||||
| 1660 TAMARAC DRIVE | GOLDEN | CO | 80401 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARILYN STAHMER PIEHL | ||||||||
| SEWALL RD BOX 851 | WOLFEBORO | NH | 03894 | VP/DIR | 1.00 | $0 | $0 | $0 |
| H CHARLES STAHMER | ||||||||
| 1700 WEST KOCK SUITE ELEVEN | BOZEMAN | MT | 59715 | SEC/DIR | 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 | $620,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $635,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $635,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $625,786 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192 | TotalTaxAmt |
| Distributable Before Adj | $31,097 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,097 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,097 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,274 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $3,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $976 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,533 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,213 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $24,274 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,939 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,242 | ExcessFromYear3Amt |
| Excess From Year2 | $22,188 | ExcessFromYear2Amt |
| Excess From Year1 | $976 | ExcessFromYear1Amt |
| Excess From Current Year | $1,533 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT H STAHMER JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALBERT STAHMER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 TAMARAC DRIVE | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035261218 | RecipientPhoneNum |
| Form And Info And Materials | A SHORT LETTER DESCRIBING PURPOSE OF ORGANIZATION AND PURPOSE OF GRANT IF RELATIVELY NEW ORGANIZATION NOT APPEARING IN IRS PUB 78, INCLUDE COPY OF TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGNESIAN HEALTHCARE FOUNDATION | ||||||||
| 430 E DIVISION ST | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL FUND | $450 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 903 S 17TH AVE B | WAUSAU | WI | 54401 | N/A | PC | GENERAL FUND | $100 | |
| AMERICAN RED CROSS | ||||||||
| 444 SHERMAN ST | DENVER | CO | 80203 | N/A | PC | GENERAL FUND | $100 | |
| APPLEWOOD BAPTIST CHURCH | ||||||||
| 11200 W 32ND AVE | WHEAT RIDGE | CO | 80033 | N/A | PC | GENERAL FUND | $1,000 | |
| BALDWIN WALLACE COLLEGE | ||||||||
| 275 EASTLAND RD | BEREA | OH | 44017 | N/A | PC | GENERAL FUND | $2,000 | |
| BETHEL LUTHERAN CHURCH | ||||||||
| 312 WISCONSIN AVE | MADISON | WI | 53703 | N/A | PC | GENERAL FUND | $500 | |
| BOBCAT QUARTERBACK CLUB - MSU | ||||||||
| 211 MONTANA HALL | BOZEMAN | MT | 59717 | N/A | PC | GENERAL FUND | $1,000 | |
| BOZEMAN CANCER SUPPORT COMMUNITY | ||||||||
| 102 S 11TH AVE | BOZEMAN | MT | 59715 | N/A | PC | GENERAL FUND | $200 | |
| BOZEMAN HOSPITAL GROUP OF AA | ||||||||
| 502 S 19TH AVE | BOZEMAN | MT | 59718 | N/A | PC | GENERAL FUND | $100 | |
| BOZEMAN UNITED METHODIST | ||||||||
| 121 S WILSON AVE | BOZEMAN | MT | 59715 | N/A | PC | GENERAL FUND | $1,000 | |
| BROWN UNIVERSITY | ||||||||
| PROVIDENCE | PROVIDENCE | RI | 02912 | N/A | PC | GENERAL FUND | $100 | |
| DARTMOUTH-HITCHCOCK HEALTH | ||||||||
| 1 MEDICAL CENTER DR | LEBANON | NH | 03756 | N/A | PC | GENERAL FUND | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL FUND | $1,000 | |
| END 68 HOURS OF HUNGER | ||||||||
| PO BOX 676 | SOMERSWORTH | NH | 03878 | N/A | PC | GENERAL FUND | $100 | |
| FORT MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 611 SHERMAN AVE EAST | FORT ATKINSON | WI | 53538 | N/A | PC | GENERAL FUND | $1,000 | |
| FRIENDS OF ABENAKI | ||||||||
| PO BOX 506 | WOLFEBORO | NH | 03894 | N/A | PC | GENERAL FUND | $1,000 | |
| FRIENDS OF CLEAR LAKE | ||||||||
| 320 W GRAND AVE | TOMAHAWK | WI | 54495 | N/A | PC | GENERAL FUND | $2,500 | |
| GALLATIN VALLEY FOODBANK | ||||||||
| 602 BOND ST | BOZEMAN | MT | 59715 | N/A | PC | GENERAL FUND | $1,000 | |
| HOLY ROSARY SCHOOL | ||||||||
| 215 S WASHINGTON AVE | MEDFORD | WI | 54451 | N/A | PC | GENERAL FUND | $1,000 | |
| JAMESTOWN REDISCOVERY SOCIETY | ||||||||
| 204 WEST FRANKLIN ST | RICHMOND | VA | 23220 | N/A | PC | GENERAL FUND | $250 | |
| KAPPA ALPHA THETA FOUNDATION | ||||||||
| 8740 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL FUND | $1,000 | |
| KGLT FUND DRIVE | ||||||||
| MSU BOX 174240 MONTANA STATE | BOZEMAN | MT | 59717 | N/A | PC | GENERAL FUND | $1,700 | UNIVERSITY - BOZEMAN |
| LAKES REGION CONSERVATION TRUST | ||||||||
| 156 DANE ROAD | CENTER HARBOR | NH | 03226 | N/A | PC | GENERAL FUND | $100 | |
| LAS VEGAS BUSINESS ACADEMY | ||||||||
| 8930 W TROPICANA AVE STE 10 | LAS VEGAS | NV | 89147 | N/A | PC | GENERAL FUND | $500 | |
| LIBRARY FOUNDATION OF SAN DIEGO | ||||||||
| 330 PARK BLVD | SAN DIEGO | CA | 92101 | N/A | PC | GENERAL FUND | $100 | |
| LIFE MINISTRIES | ||||||||
| 250 MEADOW LANE | CONESTOGA | PA | 17516 | N/A | PC | GENERAL FUND | $500 | |
| MAINE PUBLIC RADIO | ||||||||
| 1450 LIBSON STREET | LEWISTON | ME | 04240 | N/A | PC | GENERAL FUND | $150 | |
| NH LAKES | ||||||||
| 17 CHENELL DRIVE SUITE 1 | CONCORD | NH | 03301 | N/A | PC | GENERAL FUND | $100 | |
| PAN-MASSACHUSETTS CHALLENGE INC | ||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL FUND | $500 | |
| PRAIRIE RIDGE HEALTH | ||||||||
| 1515 PARK AVE | COLUMBUS | WI | 53925 | N/A | PC | GENERAL FUND | $200 | |
| PROJECT FLERI | ||||||||
| 3412 HIDDEN RIVER VIEW RD | ANNAPOLIS | MD | 21403 | N/A | PC | GENERAL FUND | $1,000 | |
| REEDSBURG AREA AMBULANCE SERVICE | ||||||||
| 230 RAILROAD ST | REEDSBURG | WI | 53959 | N/A | PC | GENERAL FUND | $1,000 | |
| REEDSBURG AREA MEDICAL CENTER FOUNDATION | ||||||||
| 2090 RIDGEVIEW DR | REEDSBURG | WI | 53959 | N/A | PC | GENERAL FUND | $500 | |
| ROCKLAND COMMUNITY CHURCH | ||||||||
| 17 S MT VERNON COUNTRY CLUB RD | GOLDEN | CO | 80401 | N/A | PC | GENERAL FUND | $130 | |
| ROUNDUP RIVER RANCH | ||||||||
| 8333 COLORADO RIVER RD | GYPSUM | CO | 81637 | N/A | PC | GENERAL FUND | $500 | |
| SPIRIT METHODIST CHURCH | ||||||||
| 1104 SCHOOL RD | TOMAHAWK | WI | 54487 | N/A | PC | GENERAL FUND | $500 | |
| SSM HEALTH ST CLARE HOSPITAL | ||||||||
| 707 14TH ST | BARABOO | WI | 53913 | N/A | PC | GENERAL FUND | $200 | |
| SSM HEALTH ST MARY'S HOSPITAL | ||||||||
| 3400 E RACINE ST | JANESVILLE | WI | 53546 | N/A | PC | GENERAL FUND | $900 | |
| THE SALVATION ARMY | ||||||||
| 36 ROWE CT | LACONIA | NH | 03246 | N/A | PC | GENERAL FUND | $700 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | GENERAL FUND | $100 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | N/A | PC | GENERAL FUND | $1,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | N/A | PC | GENERAL FUND | $100 | |
| UPLAND HILLS HEALTH FOUNDATION | ||||||||
| 800 COMPASSION WAY | DODGEVILLE | WI | 53533 | N/A | PC | GENERAL FUND | $200 | |
| USA FOR UNHCR | ||||||||
| 1775 K STREET NW SUITE 580 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL FUND | $100 | |
| VEGAS STRONGER | ||||||||
| 737 N MAIN ST 110 | LAS VEGAS | NV | 89101 | N/A | PC | GENERAL FUND | $2,500 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 1 GUEST ST | BOSTON | MA | 02115 | N/A | PC | GENERAL FUND | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,280 | 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 | $16,557 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $676 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,398 | 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 | $3,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY TOTAL BOND | $88,140 | $76,214 |
| FPA NEW INCOME | $32,451 | $30,546 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF MONTREAL COM NPV ISIN | $3,888 | $91,053 |
| HUGOTON ROYALTY TRUST | $49,878 | $3,130 |
| PSB HLDGS INC WIS COM | $4,584 | $280,239 |
| XENIA HOTELS & RESORTS INC | $13,047 | $8,237 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES SELECT DIV ETF | AT COST | $34,769 | $61,506 |
| JPMORGAN CHASE & CO MLP INDEX | AT COST | $27,517 | $14,464 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $676 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $676 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $676 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH FEE | CategoryTxt |
| Amt | $2,381 | Amt |
| Net Investment Income | $2,381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,052 | $1,052 | $0 |
| FEDERAL EXCISE TAX PAID | $131 | $0 | $0 |