ELWYN REMINGTON FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELWYN REMINGTON FOUNDATION INC (EIN 39-1633403)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-16
- IRS object ID
- 202040769349100209
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-16T14:57:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391658423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBERROSE SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E 5TH ST | AddressLine1Txt |
| City | SHAWANO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54166 | 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 | 391633403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELWYN REMINGTON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O RUDER & CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELWY | BusinessNameControlTxt |
| Phone | 7158454336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 8000 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK BRADLEY | PersonNm |
| Person Title | OFFICER-DIRECTOR | PersonTitleTxt |
| Phone | 7158454336 | PhoneNum |
| Signature | 2020-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACHARY LINSMEYER CPA | PreparerPersonNm |
| PTIN | P01264948 | PTIN |
| Phone | 7155269400 | PhoneNum |
| Preparation | 2020-03-02 | 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 | $6,262,285 | 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 | $115,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $456,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,077,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $456,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $571,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $571,528 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,629 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,563 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $79,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $352,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $299,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $518,301 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,253 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $310,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $310,378 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,174,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,173,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,933,763 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,829,465 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,955,214 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,953,236 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $74,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,708 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,295,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,514,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,262,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,295,325 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,514,066 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,295,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,514,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,295,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,514,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,295,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,514,066 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,514,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $28,048 | $34,122 | -$6,074 | -$6,074 |
| PUBLICLY TRADED SECURITIES | P | $824,421 | $493,961 | $330,460 | $330,460 |
| PUBLICLY TRADED SECURITIES | P | $225,159 | $93,447 | $131,712 | $131,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $456,125 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $294,906 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,477,630 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053838 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $256,889 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,298,965 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048479 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $455,766 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,052,967 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $328,059 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,479,263 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059873 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $335,259 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,753,618 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058269 | DistributionYr5Rt |
| Total Distribution | 0.310657 | TotalDistributionRt |
| Average Distribution | 0.062131 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,795,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $360,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $365,270 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $299,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,366 | SubtotalAmt |
| Tax Based On Investment Income | $10,366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $966 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.REMINGTON-FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBERROSE SC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7155269400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E FIFTH STREET | AddressLine1Txt |
| City | SHAWANO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES MELZER | ||||||||
| 632 EASTVIEW DRIVE | ANTIGO | WI | 54409 | OFFICER-DIRE | 1.00 | $0 | $0 | $0 |
| JEANNE LUCHT | ||||||||
| 1504 FIRST AVENUE | ANTIGO | WI | 54409 | OFFICER-DIRE | 1.00 | $0 | $0 | $0 |
| MARK BRADLEY | ||||||||
| 500 FIRST STREET SUITE 8000 | WAUSAU | WI | 54402 | OFFICER-DIRE | 1.00 | $0 | $0 | $0 |
| MAUREEN WINTER | ||||||||
| 625 LANGLADE ROAD | ANTIGO | WI | 54409 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERI MELZER | ||||||||
| 1217 E GUNN ST 5 | APPLETON | WI | 54915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,589,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $230,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,051 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,883,865 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,883,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,795,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,366 | TotalTaxAmt |
| Distributable Before Adj | $279,414 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $279,414 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $279,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $299,560 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $299,560 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $299,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $279,414 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $19,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $30,330 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,997 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $299,560 | QualifyingDistributionsAmt |
| Applied To Current Year | $279,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,146 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,143 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $70,143 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,667 | ExcessFromYear3Amt |
| Excess From Year1 | $30,330 | ExcessFromYear1Amt |
| Excess From Current Year | $20,146 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEANNE LUCHT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 1ST AVENUE | AddressLine1Txt |
| City | ANTIGO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7156274707 | RecipientPhoneNum |
| Recipient Email Address | INFO@REMINGTON-FOUNDATI | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLINE APPLICATION VIA WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | GREATER ANTIGO AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANTIGO TROUT UNLIMITED | ||||||||
| 213 MARY ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC | KIDS FISHING EVENT | $3,500 | |
| BIRNAMWOOD AREA FIRE DEPT | ||||||||
| 365 BIRCH ST BOX C | BIRNAMWOOD | WI | 54414 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| CITY OF ANTIGO FIRE DEPT | ||||||||
| 700 EDISON STREET | ANTIGO | WI | 54409 | N/A | GOVERNMENTAL | EQUIPMENT | $3,000 | |
| ELCHO FIRE & RESCUE | ||||||||
| PO BOX 241 | ELCHO | WI | 54428 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| LANG CTY RURAL FIRE CONTROL | ||||||||
| 611 LINCOLN ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| MATTOON FIRE DEPT | ||||||||
| PO BOX 225 | MATTOON | WI | 54450 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| PICKEREL FIRE & RESCUE | ||||||||
| PO BOX 10 | PICKEREL | WI | 54465 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| PINE RIVER VOLUNTEER FIRE DEPT | ||||||||
| N1622 RANGELINE RD | MERRILL | WI | 54452 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF ANTIGO FIRE DEPT | ||||||||
| N5282 RAILROAD DRIVE | DEERBROOK | WI | 54424 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF CORNING FIRE DEPT | ||||||||
| W7750 CTY RD Z | MERRILL | WI | 54452 | N./A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF EASTON FIRE DEPT | ||||||||
| E15212 CTY RD Z | RINGLE | WI | 54471 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF HEWITT FIRE DEPT | ||||||||
| H12399 CTY RD Q | WAUSAU | WI | 54403 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF LANGLADE FIRE DEPT | ||||||||
| PO BOX 66 | PICKEREL | WI | 54465 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF NORWOOD FIRE DEPT | ||||||||
| N1112 CTY RD S | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF PECK FIRE DEPT | ||||||||
| N5855 FRANC RD | DEERBROOK | WI | 54424 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF RINGLE FIRE DEPT | ||||||||
| R7107 TOWN HALL RD | RINGLE | WI | 54471 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| TOWN OF RUSSELL FIRE DEPT | ||||||||
| PO BOX 156 | GLEASON | WI | 54435 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| VILLAGE OF WHITE LAKE FIRE DEPT | ||||||||
| N3445 BUETTNER RD | WHITE LAKE | WI | 54491 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| WOLF RIVER VOLUNTEER FIRE DEPT | ||||||||
| N4393 BLUE GOOSE DR | WHITE LAKE | WI | 54491 | N/A | OTHER PUBLIC | EQUIPMENT | $3,000 | |
| NTC FOUNDATION | ||||||||
| 1000 W CAMPUS DR | WAUSAU | WI | 54401 | N/A | OTHER PUBLIC | SCHOLARSHIPS | $16,000 | |
| RED ROBIN SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 214 | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC | SCHOLARSHIPS | $20,000 | |
| WITTENBERG-BIRNAMWOOD HIGH SCHOOL | ||||||||
| 400 W GRAND AVE | WITTENBERG | WI | 54499 | N/A | PUBLIC SCHOO | SCHOLARSHIPS | $16,000 | |
| WHITE LAKE HIGH SCHOOL | ||||||||
| PO BOX 67 | WHITE LAKE | WI | 54491 | N/A | PUBLIC SCHOO | SCHOLARSHIPS | $12,000 | |
| ELCHO SCHOOL SCHOLARSHIP FUND | ||||||||
| PO BOX 114 | ELCHO | WI | 54428 | N/A | PUBLIC SCHOO | SCHOLARSHIPS | $12,000 | |
| LANGLADE COUNTY HISTORICAL SOCIETY | ||||||||
| 404 SUPERIOR ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC | BUILDING REPAIRS | $10,000 | |
| UNIFIED SCHOOL DISTRICT OF ANTIGO | ||||||||
| 120 S DOOR STREET | ANTIGO | WI | 54409 | N/A | GOVERNMENT | ENVIRONMENTAL EDUCATION CENTER | $25,000 | |
| ANTIGO GRIDIRON CLUB INC | ||||||||
| PO BOX 81 | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC | RESURFACING FIELD | $10,000 | |
| BOYS & GIRLS CLUB OF LANGLADE | ||||||||
| 411 SUPERIOR STREET | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC | BUILDING REPAIRS & UPGRADES | $20,000 | COUNTY |
| UNIFIED SCHOOL DISTRICT OF ANTIGO | ||||||||
| 120 S DOOR STREET | ANTIGO | WI | 54409 | N/A | GOVERNMENT | POOL REPLASTERING PROJECT | $20,000 | |
| CITY OF ANTIGO PARK DEPARTMENT | ||||||||
| 700 EDISON STREET | ANTIGO | WI | 54409 | N/A | GOVERNMENT | TRAIL EXPANSION | $20,000 | |
| GREATER MATTOON AREA HISTORICAL | ||||||||
| PO BOX 23 | MATTOON | WI | 54450 | N/A | OTHER PUBLIC | MUSEUM BUILDING | $10,000 | SOCIETY |
| LANGLADE COUNTY DAIRY COMMITTEE | ||||||||
| N6000 HILL ROAD | BRYANT | WI | 54418 | N/A | OTHER PUBLIC | LIVESTOCK PAVILLION | $10,000 | |
| RAPTOR EDUCATION GROUP INC | ||||||||
| N2160 W ROLLWOOD ROAD | ANTIOG | WI | 54409 | N/A | OTHER PUBLIC | WILDLIFE REHABILITATION CLINIC | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,403 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $456,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $27 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $571,501 | ExclusionAmt |
| Related Or Exempt Function Incm | $27 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $571,528 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,960 | Amt |
| Disbursements Charitable Prps | $1,960 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS | BondNm |
| EOY Book Value | $1,955,214 | EOYBookValueAmt |
| EOYFMV | $1,953,236 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,173,707 | EOYBookValueAmt |
| EOYFMV | $3,933,763 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $74,567 | BookValueAmt |
| EOYFMV | $64,708 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADR FEES | $35 | $35 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE/EXECUTOR FEES | $48,200 | $24,100 | $24,100 |
| INVESTMENT ADVISORY FEES | $8,487 | $8,487 | |
| WEBSITE HOSTING FEE | $42 | $42 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H PAID | $4,272 | $4,272 |
| TAX ESTIMATE | $9,400 | $9,400 |
| TAXES DUE | $6,891 | $6,891 |