MOUNT HOREB COMMUNITY FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT HOREB COMMUNITY FOUNDATION INC (EIN 39-1626231)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-29
- IRS object ID
- 202222419349300887
- Schema version
- 2021v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-29T12:47:09-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472545935 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOUSAND CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 SPRINGDALE ST STE 203 PO BOX | AddressLine1Txt |
| City | MOUNT HOREB | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391626231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT HOREB COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 6084378283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66 | AddressLine1Txt |
| City | MOUNT HOREB | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WALTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6084378283 | PhoneNum |
| Signature | 2022-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | WALTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM W THOUSAND CPA | PreparerPersonNm |
| PTIN | P00506184 | PTIN |
| Phone | 6084377730 | PhoneNum |
| Preparation | 2022-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER WALTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 PARK VIEW DRIVE | AddressLine1Txt |
| City | MOUNT HOREB | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $877,317 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MHCFOUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S PURPOSE IS TO RECEIVE DONATIONS AND REQUESTS FROM PEOPLE WISHING TO CONTRIBUTE TO THE FUTURE WELFARE OF THE MOUNT HOREB COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $32,032 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,668 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,170 | PYInvestmentIncomeAmt |
| CY Investment Income | $223,157 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $81,202 | PYTotalRevenueAmt |
| CY Total Revenue | $256,825 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $130,703 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $77,896 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,122 | PYOtherExpensesAmt |
| CY Other Expenses | $46,435 | CYOtherExpensesAmt |
| PY Total Expenses | $168,825 | PYTotalExpensesAmt |
| CY Total Expenses | $124,331 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$87,623 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $132,494 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,149,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,440,550 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $80,850 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,149,100 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,359,700 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION'S PURPOSE IS TO RECEIVE DONATIONS AND REQUESTS FROM PEOPLE WISHING TO CONTRIBUTE TO THE FUTURE WELFARE OF THE MOUNT HOREB COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $77,896 | ExpenseAmt |
| Grant | $77,896 | GrantAmt |
| Desc | TO DISTRIBUTE GRANTS TO MT. HOREB COMMUNITY ORGANIZATIONS THAT BENEFIT THE FUTURE WELFARE OF THE SURROUNDING AREA. | Desc |
| Total Program Service Expenses | $77,896 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WALTZ | PersonNm |
| Phone | 6084375577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 EAST MAIN ST | AddressLine1Txt |
| City | MOUNT HOREB | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR MARK R BOHL | ||||||
| VICE PRESIDE | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN BRICE | ||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES BUECHNER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN BUECHNER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DEB CONWAY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAT CONWAY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| VERN DRAPE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GASSER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SUZI GRUNDAHL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEVE HELWIG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JERRY HOOK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CASEY MCCLYMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL R MCNALL | ||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHUCK MISKY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JACKIE SALE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALLEN SCHMIDT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JUDY STEINHAUER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANN SZALKOWSKI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LAUREN TA-SAMUELSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM THOUSAND | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TERI L VIERIMA | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETER WALTZ | ||||||
| PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT WINNER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEANNE ZOROMSKI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $33,668 | AllOtherContributionsAmt |
| Total Contributions | $33,668 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,997 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $774,652 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $620,492 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,160 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $154,160 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,157 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,896 | TotalAmt |
| Program Services | $77,896 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10 | TotalAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872 | TotalAmt |
| Management And General | $872 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,447 | TotalAmt |
| Management And General | $22,447 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,700 | TotalAmt |
| Management And General | $17,700 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,868 | TotalAmt |
| Management And General | $3,868 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,168 | TotalAmt |
| Management And General | $1,168 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331 | TotalAmt |
| Management And General | $331 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERCHANT FEES | Desc |
| Total | $39 | TotalAmt |
| Management And General | $39 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,331 | TotalAmt |
| Program Services | $77,896 | ProgramServicesAmt |
| Management And General | $46,435 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,185 | BOYAmt |
| EOY | $96,928 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,132,915 | BOYAmt |
| EOY | $2,343,622 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,149,100 | BOYAmt |
| EOY | $2,440,550 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $80,850 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $80,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,125,347 | BOYAmt |
| EOY | $2,359,700 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,753 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,149,100 | BOYAmt |
| EOY | $2,359,700 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,149,100 | BOYAmt |
| EOY | $2,440,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $132,494 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $78,106 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,668 | CurrentTaxYearAmt |
| Total | $103,532 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,668 | CurrentTaxYearAmt |
| Total | $103,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $103,532 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $284,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,997 | CurrentTaxYearAmt |
| Total | $626,368 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $729,900 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $121,327 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.14180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.11010 | PublicSupportPY170Pct |
| Private Foundation170 | Yes (X) | PrivateFoundation170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BMO HARRIS TRUST | Desc |
| Book Value | $2,343,622 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,343,622 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION INTENDS TO USE ESTIMATED EARNINGS FROM THE ENDOWMENT FUND TO PROVIDE ANNUAL SCHOLARSHIPS TO STUDENTS IN THE MOUNT HOREB COMMUNITY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NEIGHBORS HELPING NEIGHBORS | |||||||
| PO BOX 196 | MOUNT HOREB | WI | 53572 | 842875274 | 501C3 | $15,000 | PROGRAM FUNDING |
| CHILDREN'S COMMUNITY SCHOOL | |||||||
| 211 PARKWAY DRIVE | MOUNT HOREB | WI | 53572 | 391247212 | 501C3 | $6,000 | TODDLER CLASSROOM |
| GOOD NEWS LUTHERAN CHURCH | |||||||
| 100 S FIRST STREET | MOUNT HOREB | WI | 53572 | 501C3 | $6,500 | KITCHEN AREA | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | CHARITABLE ORGANIZATIONS WISHING TO OBTAIN A GRANT APPLY TO THE MOUNT HOREB COMMUNITY FOUNDATION, PROVIDING A PROJECT DESCRIPTION OF WHAT THE FUNDS, IF APPROVED, WOULD BE USED FOR. THE BOARD CHOOSES WHICH APPLICATIONS TO APPROVE. THE BOARD FOLLOWS UP AS NECESSARY WITH THE GRANTEE ORGANIZATIONS/INDIVIDUALS RELATED TO THE ACTUAL USE OF THE GRANT FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | DEB CONWAY PAT CONWAY DIRECTOR DIRECTOR FAMILY |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE FOUNDATION HAS MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERS MAY ELECT MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ANNUAL FORM 990 IS REVIEWED BY THE PRESIDENT OF THE FOUNDATION PRIOR TO FILING, AND A COPY IS FORWARDS TO MEMBERS OF THE BOARD OF DIRECTORS, UPON REQUEST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ADMINISTRATIVE 0 17,700 0 |