SNOEYENBOS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SNOEYENBOS FAMILY FOUNDATION (EIN 20-1600219)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-25
- IRS object ID
- 202531159349101733
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T14:03:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201600219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNOEYENBOS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNOE | BusinessNameControlTxt |
| Phone | 7155715064 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2303 RIDGE VIEW DRIVE | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY SNOEYENBOS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7155715064 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $965,220 | 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 | $19,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,848 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,696 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,696 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,198 | 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 | $2,958 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,479 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,479 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,062 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $539,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $521,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $962,158 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $545,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $525,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $965,220 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $545,682 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $525,057 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $545,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $525,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $545,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $525,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $545,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $58 | OtherIncreasesAmt |
| Subtotal | $525,057 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $525,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $79,273 | $47,757 | $31,516 | $31,516 | |
| CAPITAL GAINS DIVIDENDS | $332 | $332 | $332 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,848 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $574 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $574 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,663 | 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 | $3,663 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,089 | OverpaymentAmt |
| Applied To ES Tax | $3,089 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | PERRY SNOEYENBOS | IndividualWithBooksNm |
| Phone | 7155715064 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2303 RIDGE VIEW DRIVE | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DENISE SNOEYENBOS | ||||||||
| 2303 RIDGE VIEW DRIVE | WAUSAU | WI | 54401 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PERRY SNOEYENBOS | ||||||||
| 2303 RIDGE VIEW DRIVE | WAUSAU | WI | 54401 | 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 | $941,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $952,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $952,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $937,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $574 | TotalTaxAmt |
| Distributable Before Adj | $46,312 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,312 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,312 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,729 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,729 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,196 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,941 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,729 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,312 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,417 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,554 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,554 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,196 | ExcessFromYear2Amt |
| Excess From Year1 | $1,941 | ExcessFromYear1Amt |
| Excess From Current Year | $9,417 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENISE SNOEYENBOS | ContributingManagerNm |
| Contributing Manager | PERRY SNOEYENBOS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTS 18 MINISTRY | ||||||
| 2145 S ONEIDA STREET | GREEN BAY | WI | 54304 | PC | GENERAL | $2,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 120 CLARK ST | WAUSAU | WI | 54401 | PC | GENERAL | $11,000 |
| CAMP LUTHER | ||||||
| 1889 KOUBENEC ROAD | THREE LAKES | WI | 54562 | PC | BUILDING FUND | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL | $2,000 |
| GOODNEWS PROJECT | ||||||
| 1106 N 5TH STREET | WAUSAU | WI | 54401 | PC | GENERAL | $500 |
| JUNIOR ACHIEVEMENT | ||||||
| 2904 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | PC | GENERAL | $2,000 |
| SALVATION ARMY OF WAUSAU | ||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | PC | GENERAL SUPPORT | $1,000 |
| ST MARKS LUTHERAN CHURCH | ||||||
| 1106 N 5TH STREET | WAUSAU | WI | 54401 | PC | BUILDING FUND | $10,000 |
| STEPPING STONES OF DUNN COUNTY | ||||||
| 1602 STOUT ROAD | MENOMONIE | WI | 54751 | PC | GENERAL | $1,000 |
| TARPON SPRINGS SHEPHERD CENTER | ||||||
| 304 S PINELLAS AVE | TARPON SPRINGS | FL | 34689 | PC | GENERAL | $5,000 |
| THE NEIGHBOR'S PLACE | ||||||
| 745 SCOTT STREET | WAUSAU | WI | 54403 | PC | GENERAL | $5,000 |
| THE OPEN DOOR | ||||||
| 319 N 4TH STE 2 | WAUSAU | WI | 54403 | PC | GENERAL SUPPORT | $500 |
| USTA MIDWEST TENNIS EDUCATION FOUNDATION | ||||||
| 1310 E 96TH ST ST 100 | INDIANAPOLIS | IN | 46240 | PC | GENERAL | $250 |
| WAUSAU SCHOOL FOUNDATION | ||||||
| 415 SEYMOUR STREET | WAUSAU | WI | 54403 | PC | GENERAL | $2,000 |
| SCHOOL DISTRICT OF EDGAR | ||||||
| 203 E BIRCH STREET | EDGAR | WI | 54426 | PC | GENERAL | $5,000 |
| CATHOLIC CHARITIES | ||||||
| 2303 RIDGE VIEW DRICE | WAUSAU | WI | 54401 | PC | GENERAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,250 | 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 | $19,686 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,230 | 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 | $2,958 | Amt |
| Net Investment Income | $1,479 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,479 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN WTR WKS CO | $17,032 | $99,592 |
| AT&T INC | $35,376 | $29,601 |
| BECTON DICKINSON & CO. | $38,152 | $113,435 |
| DONNELLEY FINANCIAL SOLUTIONS | $16,243 | $65,867 |
| ENTERPRISE PRODUCTS PARTNERS | $25,587 | $37,632 |
| HORMEL FOODS CORP | $20,920 | $78,425 |
| ILLINOIS TOOL WORKS INC | $5,608 | $25,356 |
| WALMART INC | $52,062 | $183,501 |
| ALEXANDRIA REAL ESTATE EQ INC | $22,994 | $19,217 |
| APPLE INC | $22,907 | $32,054 |
| BANK OF AMERICA | $22,982 | $35,072 |
| CROWN CASTLE INC | $19,711 | $18,061 |
| MEDTRONIC PLC SHS | $15,903 | $15,656 |
| MICROSOFT CORP | $22,914 | $29,927 |
| INVESCO BULLETSHARES 2029 CO | $25,003 | $25,510 |
| INVESCO BULLETSHARES 2030 CB | $25,009 | $25,259 |
| ALPHABET INC | $19,848 | $19,309 |
| DEVON ENERGY CORP | $19,994 | $19,147 |
| SIX FLAGS ENTERTAINMENT | $93,750 | $89,537 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAXES PAID | Desc |
| Revenue And Expenses Per Books | $8,258 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS | $2,496 | $2,496 | $2,496 |
| CEDAR FAIR LP | $1,200 | $1,200 | $1,200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC TIMING ADJUSTMENT | Desc |
| Amt | $58 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,447 | Amt |
| Net Investment Income | $10,447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |