PETERS FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PETERS FAMILY FOUNDATION INC (EIN 20-3962467)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349103443
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:36:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3125 JOHN JOANIS DRIVE | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203962467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 7153416570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 VIRGINIA CIRCLE | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD PETERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7153416570 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | PETERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEAN JOHNSON CPA | PreparerPersonNm |
| PTIN | P01708664 | PTIN |
| Phone | 7153444984 | PhoneNum |
| Preparation | 2021-11-15 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $175,921 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,369 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,838 | 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 | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $968 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $968 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,580 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,580 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,425 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,837 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,563 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,771 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $226,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,417 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,044 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,784 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $42,269 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $241,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $175,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $241,334 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $143,601 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $241,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,334 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $241,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $143,601 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $143,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - WASH SALE | $204,463 | $184,803 | $19,660 | $19,660 | |
| PUBLICLY TRADED SECURITIES - WASH SALE | $94 | $94 | $94 | ||
| CAPITAL GAINS DIVIDENDS | $1,615 | $1,615 | $1,615 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,369 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $337 | 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 | $337 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTINA PETERS | IndividualWithBooksNm |
| Phone | 7153416570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 VIRGINIA CIRCLE | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54481 | 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTINA PETERS | ||||||||
| 145 VIRGINIA CIRCLE | STEVENS POINT | WI | 54481 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DONALD E PETERS | ||||||||
| 145 VIRGINIA CIRCLE | STEVENS POINT | WI | 54481 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| REBECCA E PETERS | ||||||||
| 145 VIRGINIA CIRCLE | STEVENS POINT | WI | 54481 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MATTHEW C PETERS | ||||||||
| 145 VIRGINIA CIRCLE | STEVENS POINT | WI | 54481 | DIRECTOR | 0.10 | $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 | $233,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $253,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $253,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $249,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $337 | TotalTaxAmt |
| Distributable Before Adj | $12,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,150 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,150 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $99,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,177 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $164,780 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $333,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,150 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,475 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $442,631 | 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 | $442,631 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $99,199 | ExcessFromYear3Amt |
| Excess From Year2 | $69,177 | ExcessFromYear2Amt |
| Excess From Year1 | $164,780 | ExcessFromYear1Amt |
| Excess From Current Year | $109,475 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DON OR KRISTINA PETERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 VIRGINIA CIRCLE | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7153416570 | RecipientPhoneNum |
| Form And Info And Materials | VERBAL OR WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | OPERATIONAL SUPPORT | $1,000 |
| ASCENSION ST MICHAELS HOSPITAL INC | |||||||
| 900 ILLINOIS AVE | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $5,000 |
| CAMP HOPE INC | |||||||
| PO BOX 84 | AMHERST | WI | 54406 | N/A | PC | OPERATIONAL SUPPORT | $300 |
| CAP SERVICES | |||||||
| 2900 HOOVER RD SUITE A | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $100 |
| CARROLL UNIVERSITY | |||||||
| 100 N EAST AVE | WAUKESHA | WI | 53186 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| CENTRAL WI SYMPHONY | |||||||
| 800 MAIN ST | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $3,100 |
| CLEVELAND CLINIC FOUNDATION (VELOSANO) | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| COMMUNITY FOUNDATION OF CENTRAL WISCONSIN | |||||||
| 1501 CLARK ST | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT, GREEN CIRCLE ENDOWMENT FUND, WOMEN'S FUND OF PORTAGE COUNTY | $6,100 |
| CREATE PORTAGE COUNTY | |||||||
| PO BOX 565 | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $100 |
| FRIENDS OF SCHMEECKLE RESERVE | |||||||
| 2419 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $150 |
| OPERATION BOOTSTRAP INC | |||||||
| 636 JANICK CIRCLE | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $100 |
| THE SALVATION ARMY USA | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | N/A | PC | OPERATIONAL SUPPORT | $100 |
| TRINITY LUTHERAN CHURCH | |||||||
| 1410 ROGERS STREET | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $10,750 |
| UNITED WAY OF PORTAGE COUNTY | |||||||
| 1100 CENTERPOINT DR 301 | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| UWSP FOUNDATION | |||||||
| 4900 NORWAY PINE DRIVE | STEVENS POINT | WI | 54482 | N/A | PC | OPERATIONAL SUPPORT, BACK COURT & WOMEN'S GOLF | $26,250 |
| WISCONSIN PUBLIC RADIO | |||||||
| 821 UNVERSITY AVENUE | MADISON | WI | 53706 | N/A | PC | OPERATIONAL SUPPORT | $500 |
| YMCA FOUNDATION | |||||||
| 1000 DIVISION STREET | STEVENS POINT | WI | 54481 | N/A | PC | PASSPORT TO PARADISE AND OPERATIONAL SUPPORT | $11,550 |
| IMMANUEL LUTHERAN CHURCH | |||||||
| 111 11TH ST N | WISCONSIN RAPIDS | WI | 54494 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| SPASH BOYS BASKETBALL BOOSTER CLUB | |||||||
| PO BOX 975 | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $250 |
| LEAGUE OF WOMEN VOTERS | |||||||
| 612 W MAIN ST 200 | MADISON | WI | 53703 | N/A | PC | OPERATIONAL SUPPORT | $100 |
| STEVENS POINT BARBERSHOPPERS | |||||||
| 3500 HARMONY LN | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $50 |
| AMERICAN SUZUKI FOUNDATION OF STEVENS POINT | |||||||
| UW-STEVENS POINT FINE ARTS BLDG | STEVENS POINT | WI | 54481 | N/A | PC | OPERATIONAL SUPPORT | $50 |
| WISCONSIN PUBLIC TELEVISION | |||||||
| 821 UNVERSITY AVENUE | MADISON | WI | 53706 | N/A | PC | OPERATIONAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,369 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,838 | 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 | $1,150 | Amt |
| Net Investment Income | $575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1980 SH FROST TOTAL RETURN BOND FUND | $20,233 | $20,392 |
| 946 SH VANGUARD ST INVESTMENT GRADE | $9,976 | $10,436 |
| 1213 SH JPMORGAN INCOME FUND | $10,575 | $11,441 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 291 SH AQR LARGE CAP DEFENSIVE | $4,144 | $7,718 |
| 130 SH JENSEN QUALITY GROWTH | $4,954 | $7,201 |
| 124 SH SCHWAB STRATEGIC TR | $6,762 | $7,954 |
| 239 SH VANGUARD TOTAL STOCK MARKET INDEX | $15,860 | $22,663 |
| 257 SH DELAWARE SM CAP | $5,195 | $6,973 |
| 47 SH JANUS HENDERSON ENTERPRISE | $4,113 | $7,432 |
| 203 SH WELLS FARGO SPECIAL MID CAP VALUE | $6,207 | $8,785 |
| 119 SH EUROPACIFIC GROWTH | $4,844 | $8,299 |
| 572 SH SCHWAB INT'L FUND | $9,427 | $12,579 |
| 548 SH JOHCM EMERGING MKTS | $5,511 | $7,020 |
| 670 SH VICTORY MARKET NEUTRAL INCOME | $6,400 | $6,420 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,563 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,771 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $968 | Amt |
| Net Investment Income | $968 | 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 | $37 | $37 | $0 |
| FEDERAL EXCISE TAX | $366 | $0 | $0 |