ALBERT H STAHMER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT H STAHMER FOUNDATION INC (EIN 39-6100882)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202021959349101212
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T10:32:35-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | PO BOX 8010 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY A COATES CPA | PreparerPersonNm |
| PTIN | P00134220 | PTIN |
| Phone | 7158453111 | PhoneNum |
| Preparation | 2020-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $717,940 | 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 | $16,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,379 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,278 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,278 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,544 | 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 | $2,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,747 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $766 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,239 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,835 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $445,183 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $197,661 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $197,661 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $198,128 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $72,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,287 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,390 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $355,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $338,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $717,940 | 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 | $355,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | $338,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $355,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $338,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $355,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $338,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $355,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $338,022 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $338,022 | 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 |
| Acquired | 2001-09-01 | AcquiredDt |
| Sold | 2019-10-18 | SoldDt |
| Gross Sales Price | $15,141 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,762 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,379 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,379 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,379 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,106 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $698,317 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,070 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $701,641 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,122 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $626,391 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,385 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $626,556 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,234 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $639,193 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041042 | DistributionYr5Rt |
| Total Distribution | 0.263002 | TotalDistributionRt |
| Average Distribution | 0.052600 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $677,869 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,656 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $200 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,856 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,935 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $240 | OverpaymentAmt |
| Applied To ES Tax | $240 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT H STAHMER JR | ||||||||
| 1660 TAMARAC DRIVE | GOLDEN | CO | 80401 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN W STAHMER | ||||||||
| N11398 STAHMER LANE | TOMAHAWK | WI | 54487 | VP/DIR | 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 | $679,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $688,192 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $688,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $677,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $200 | TotalTaxAmt |
| Distributable Before Adj | $33,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,693 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,693 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,935 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,935 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $200 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,013 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,274 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $25,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,693 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,242 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,529 | 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 | $28,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,013 | ExcessFromYear3Amt |
| Excess From Year2 | $24,274 | ExcessFromYear2Amt |
| Excess From Current Year | $3,242 | 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 (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 903 S 17TH AVE B | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | GENERAL FUND | $150 | |
| AMERICAN RED CROSS | ||||||||
| 444 SHERMAN ST | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| APPLEWOOD BAPTIST CHURCH | ||||||||
| 11200 W 32ND AVE | WHEAT RIDGE | CO | 80033 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| ARIZONA PUBLIC MEDIA | ||||||||
| PO BOX 210067 | TUCSON | AZ | 85721 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| ARLINGTON HIGH SCHOOL | ||||||||
| 869 MASS AVE | ARLINGTON | MA | 02476 | NONE | GOVERNMENT | GIRLS ATHLETIC FUND | $100 | |
| BALDWIN WALLACE COLLEGE | ||||||||
| 275 EASTLAND RD | BEREA | OH | 44017 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,600 | |
| BETHEL LUTHERAN CHURCH | ||||||||
| 312 WISCONSIN AVE | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| BIG BROTHERS AND BIG SISTERS | ||||||||
| 15 S 8TH AVE | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,200 | |
| BOBCAT CLUB - MSU | ||||||||
| 211 MONTANA HALL | BOZEMAN | MT | 59717 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| BOZEMAN UNITED METHODIST | ||||||||
| 121 S WILSON AVE | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| BROWN UNIVERSITY | ||||||||
| PROVIDENCE | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 734 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| CATHOLIC CHARITIES RIO GRANDE VALLEY | ||||||||
| 700 NORTH VIRGEN DE SAN JUAN BLVD | SAN JUAN | TX | 78589 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| CHILDREN'S CANCER RESEARCH FUND | ||||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | NONE | PUBLIC CHARITY | GENERAL FUND | $50 | |
| DIA GRATIA | ||||||||
| 48 HAWKS LEAP RD | EDWARDS | CO | 81632 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| EASTERSEALS | ||||||||
| 141 W JACKSON BLVD 1400A | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL FUND | $950 | |
| END 68 HOURS OF HUNGER | ||||||||
| PO BOX 676 | SOMERSWORTH | NH | 03878 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 500 JAMESTOWN RD | WILLIAMSBURG | VA | 23185 | NONE | PUBLIC CHARITY | GENERAL FUND | $600 | |
| FORT MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 611 SHERMAN AVE EAST | FORT ATKINSON | WI | 53538 | NONE | PUBLIC CHARITY | GENERAL FUND | $189 | |
| GALLATIN VALLEY FARM TO SCHOOL | ||||||||
| 104 E MAIN ST 208 | BOZEMAN | MT | 59771 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 | |
| GALLATIN VALLEY FOODBANK | ||||||||
| 602 BOND ST | BOZEMAN | MT | 59715 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| JAMESTOWN REDISCOVERY FOUNDATION | ||||||||
| 204 WEST FRANKLIN ST | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 | |
| KAPPA ALPHA THETA FDT | ||||||||
| 8740 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| KENW | ||||||||
| 52 BROADCAST CENTER EASTERN NEW | PORTALES | NM | 88130 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | MEXICO UNIVERSITY 1500 S AVENUE K |
| KGLT | ||||||||
| MSU BOX 174240 MONTANA STATE | BOZEMAN | MT | 59717 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | UNIVERSITY - BOZEMAN |
| LAKES REGION CONSERVATION TRUST | ||||||||
| 156 DANE ROAD | CENTER HARBOR | NH | 03226 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| MAINE PUBLIC RADIO | ||||||||
| 1450 LIBSON STREET | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| MEAN STREET MINISTRY | ||||||||
| 1380 AMMONS STREET | LAKEWOOD | CO | 80214 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| MONMOUTH COLLEGE | ||||||||
| 700 E BROADWAY | MONMOUTH | IL | 61462 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 | |
| NH LAKES | ||||||||
| 17 CHENELL DRIVE SUITE 1 | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| NHPBS | ||||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| OU FOUNDATION | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 | |
| PRAIRIE RIDGE HEALTH | ||||||||
| 1515 PARK AVE | COLUMBUS | WI | 53925 | NONE | PUBLIC CHARITY | GENERAL FUND | $115 | |
| REEDSBURG AREA AMBULANCE SERVICE | ||||||||
| 230 RAILROAD ST | REEDSBURG | WI | 53959 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| REEDSBURG AREA MEDICAL CENTER FOUNDATION | ||||||||
| 2090 RIDGEVIEW DR | REEDSBURG | WI | 53959 | NONE | PUBLIC CHARITY | GENERAL FUND | $113 | |
| REICHE SCHOOL | ||||||||
| 166 BRACKETT ST | PORTLAND | ME | 04102 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| ROCKLAND COMM CHURCH | ||||||||
| 17 S MT VERNON COUNTRY CLUB RD | GOLDEN | CO | 80401 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| SAN DIEGO PUBLIC LIB FDT | ||||||||
| 330 PARK BOULEVARD | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| SPANISH PEAKS COMMUNITY FOUNDATION | ||||||||
| PO BOX 161303 | BIG SKY | MT | 59716 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 | |
| SPIRIT METH CHURCH | ||||||||
| 1104 SCHOOL RD | TOMAHAWK | WI | 54487 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| SSM HEALTH ST CLARE | ||||||||
| 707 14TH ST | BARABOO | WI | 53913 | NONE | PUBLIC CHARITY | GENERAL FUND | $192 | |
| SSM HEALTH ST MARY'S | ||||||||
| 3400 E RACINE ST | JANESVILLE | WI | 53546 | NONE | PUBLIC CHARITY | GENERAL FUND | $722 | |
| ST LABRE INDIAN SCHOOL | ||||||||
| E TONGUE RIVER | ASHLAND | MT | 59003 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| THE SALVATION ARMY | ||||||||
| 36 ROWE CT | LACONIA | NH | 03246 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| TOMAHAWK AREA FOUNDATION FOR YOUTH | ||||||||
| N11323 STAHMER LN | TOMAHAWK | WI | 54487 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| TOMAHAWK HOCKEY ASSOCIATION | ||||||||
| 900 W SOMO AVE | TOMAHAWK | WI | 54487 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| TOMAHAWK METH CHURCH | ||||||||
| 1104 SCHOOL RD | TOMAHAWK | WI | 54487 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| UPLAND HILLS HEALTH FOUNDATION | ||||||||
| 800 COMPASSION WAY | DODGEVILLE | WI | 53533 | NONE | PUBLIC CHARITY | GENERAL FUND | $144 | |
| USA FOR UNHCR | ||||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| VILAR PERFORMING ARTS CENTER | ||||||||
| 68 AVONDALE LANE | BEAVER CREEK | CO | 81620 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| VISTA DE LA MONTANA UNITED METHODIST | ||||||||
| 3001 E MIRAVISTA LN | TUSCON | AZ | 85739 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| WGBH | ||||||||
| 1 GUEST ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,175 | 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 | $16,887 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,379 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,544 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | $2,680 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,760 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | COMMONWEALTH - FIXED INCOME | BondNm |
| EOY Book Value | $197,661 | EOYBookValueAmt |
| EOYFMV | $198,128 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMONWEALTH - EQUITIES | StockNm |
| EOY Book Value | $71,835 | EOYBookValueAmt |
| EOYFMV | $445,183 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMONWEALTH - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $62,287 | BookValueAmt |
| EOYFMV | $68,390 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| JP MORGAN CHASE | $1,204 | $1,204 | $1,204 |
| OTHER INCOME | $74 | $74 | $74 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH FEE | CategoryTxt |
| Amt | $2,747 | Amt |
| Net Investment Income | $2,747 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $759 | $0 | $0 |
| FOREIGN TAXES PAID | $766 | $766 | $0 |