JUNE ONEFIVE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JUNE ONEFIVE FOUNDATION INC (EIN 46-0718889)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-18
- IRS object ID
- 202041399349101054
- 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
- All Oth Prog Rltd Investments Sch
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-18T15:20:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 810 | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | 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 | 460718889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNE ONEFIVE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNE | BusinessNameControlTxt |
| Phone | 6087821469 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1826 GILLETTE PLACE | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A REINHART | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6087821469 | PhoneNum |
| Signature | 2020-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA JOHNSON | PreparerPersonNm |
| PTIN | P00975088 | PTIN |
| Phone | 6087840990 | PhoneNum |
| 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $128,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $356,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,685,988 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $356,794 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $485,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,456 | 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 |
| Legal Fees Rev And Expnss | $5,616 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,808 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,808 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,715 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,715 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,020 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,958 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $320,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $450,881 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,678,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,091,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,220,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | 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 | $4,220,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,220,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,220,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,220,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $320,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,541,380 | SubtotalAmt |
| Other Decreases | $4,541,380 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | 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 CIBC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,685,988 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,329,194 | CostOrOtherBasisAmt |
| Gain Or Loss | $356,794 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $356,794 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $356,794 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $242,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,561,690 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053117 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $294,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,523,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065172 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $265,712 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,271,084 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062212 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,131 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,306,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037417 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $163,884 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,271,703 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038365 | DistributionYr5Rt |
| Total Distribution | 0.256283 | TotalDistributionRt |
| Average Distribution | 0.051257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,287,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,774 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,620 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,593 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,890 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,890 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,349 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (1) | 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 | BOSSHARD PARKE LTD | IndividualWithBooksNm |
| Phone | 6087821469 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 966 | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 546020966 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A REINHART | ||||||||
| 1415 CASS STREET | LA CROSSE | WI | 54601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DIANE C REINHART | ||||||||
| 1415 CASS STREET | LA CROSSE | WI | 54601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HEATHER D MOYER | ||||||||
| 1826 GILLETTE PLACE | LA CROSSE | WI | 54601 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,995,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $357,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,352,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,352,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,295 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,287,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,239 | TotalTaxAmt |
| Distributable Before Adj | $205,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $205,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $205,146 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $139,593 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,221 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,221 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,372 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $133,774 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT A REINHART | ContributingManagerNm |
| Contributing Manager | DIANE C REINHART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S MUSEUM OF LA CROSSE INC | |||||||
| 207 5TH AVENUE SOUTH | LA CROSSE | WI | 54601 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| GROW LA CROSSE INC | |||||||
| PO BOX 1241 | LA CROSSE | WI | 54602 | NONE | PC | GENERAL PROGRAM SUPPORT | $2,070 |
| LA CRESCENT AREA EVENT CENTER INC | |||||||
| PO BOX 46 | LA CRESCENT | MN | 55947 | NONE | PC | GENERAL PROGRAM SUPPORT | $67,000 |
| LA CROSSE AREA SCHOOL DISTRICT | |||||||
| 807 EAST AVE S | LA CROSSE | WI | 54601 | NONE | GOV | GENERAL PROGRAM SUPPORT | $35,000 |
| WISCONSINEYE PUBLIC AFFAIRS NETWORK INC | |||||||
| 122 WEST WASHINGTON AVE NO 200 | MADISON | WI | 53703 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,070 | 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 | $128,662 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $356,794 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $485,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $485,456 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $13,430 | Amt |
| Net Investment Income | $6,715 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,715 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| ARR FAMILY FOUNDATION INC | |||||
| 3521 25TH ST W | MINNEAPOLIS | MN | 55416 | ARR FAMILY FOUNDATION INC RECEIVED CASH IN THE AMOUNT OF $162,841 AND SECURITIES WITH A FMV OF $2,235,010 AND COST BASIS OF $1,937,442. | $2,397,851 |
| AUSTIN REINHART AND FAMILY FOUNDATION INC | |||||
| 444 MAIN STREET SUITE 301 | LA CROSSE | WI | 54601 | AUSTIN REINHART AND FAMILY FOUNDATION, INC. RECEIVED CASH IN THE AMOUNT OF $2,403,146. | $2,403,146 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | A RESOLUTION OF DISSOLUTION WAS SIGNED BY THE FOUNDATION'S BOARD OF DIRECTORS ON DECEMBER 31, 2019. ACCORDING TO THE RESOLUTION, THE REMAINING ASSETS OF THE FOUNDATION SHALL BE DISTRIBUTED EQUALLY BETWEEN THE ARR FAMILY FOUNDATION, INC. AND THE AUSTIN REINHART AND FAMILY FOUNDATION, INC., TWO NEWLY CREATED PRIVATE FOUNDATIONS. THE FOUNDATION MADE DISTRIBUTIONS TO THE TWO PRIVATE FOUNDATIONS DURING 2019 THAT CONSTITUTED THE DISTRIBUTION OF THE FOUNDATION'S ASSETS. AS OF APRIL 1, 2020 THE FOUNDATION HAD A CASH BALANCE OF $37,952; WHICH WILL BE USED TO PAY THE FINAL TAX DUE WITH THE RETURN, AND THE REMAINDER DISTRIBUTED TO EQUALIZE THE DISTRIBUTIONS TO THE TWO NEW FOUNDATIONS. ONCE THE 2019 FINAL TAX RETURN IS FILED, JUNE ONEFIVE FOUNDATION, INC. WILL FILE A NOTICE OF DISSOLUTION WITH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. THE TRANSFEREE ORGANIZATIONS ARE EFFECTIVELY CONTROLLED (WITHIN THE MEANING OF THE REGULATIONS UNDER SEC. 1.507-3), DIRECTLY OR INDIRECTLY, BY THE SAME PERSONS WHO CONTROLLED THE TRANSFEROR PRIVATE FOUNDATION. THE PRIVATE FOUNDATIONS INVOLVED (BOTH THE TRANSFEROR AND TRANSFEREE) HAVE NOT COMMITTED ANY ACTS GIVING RISE TO LIABILITY FOR TAX UNDER CHAPTER 42, THERE WERE NO GRANTS PAID WHICH REQUIRE THE TRANSFEROR ORGANIZTION TO EXERCISE EXPENDITURE RESPONSIBILIY IN ACCORDANCE WITH SEC. 4945(H), AND THE TRANSFEREE PRIVATE FOUNDATIONS ARE NOT OPERATING FOUNDATIONS WITHIN THE MEANING OF SEC. 4942(J)(3). | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,616 | LegalFeesAmt |
| Net Investment Income | $2,808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,808 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFER OF CASH TO SUCCESSOR FOUNDATION - ARR FAMILY FOUNDATION INC | $162,841 |
| TRANSFER OF SECURITIES TO SUCCESSOR FOUNDATION - ARR FAMILY FOUNDATION INC | $1,937,442 |
| TRANSFER OF CASH TO SUCCESSOR FOUNDATION - AUSTIN REINHART FAMILY FOUNDATION | $2,403,146 |
| FUNDS HELD TO PAY FOUNDATION TAXES AND REMAINING EXPENSES | $37,951 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $12,020 | Amt |
| Net Investment Income | $12,020 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,958 | $1,958 | $0 |
| PRIOR YEAR EXTENSION PAYMENT | $1,500 | $0 | $0 |