WALLACE AND JANET LICHTENBERG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE AND JANET LICHTENBERG FAMILY FOUNDATION (EIN 39-6667973)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349101740
- Schema version
- 2024v5.2
- 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
- Schedule B
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T18:01:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396667973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE AND JANET LICHTENBERG FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LICH | BusinessNameControlTxt |
| Phone | 9209237000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 SOUTH MAIN STREET | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY VAN PELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9209237000 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,851,335 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $206,121 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $79,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $766,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,639 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $316 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $423,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,761 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,571 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,190 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $142,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $142,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $266,803 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,637 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,539 | CashBOYAmt |
| Cash EOY | $266,758 | CashEOYAmt |
| Cash EOYFMV | $266,758 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $139,604 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $139,799 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,393,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,628,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,837,131 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $873,749 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $605,547 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $607,647 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,371,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,640,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,851,335 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,371,834 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,640,256 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,371,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,640,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,371,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,640,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,371,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $266,803 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,619 | OtherIncreasesAmt |
| Subtotal | $2,640,256 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,640,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 21. COSTCO WHSL CORP NEW COM | 2023-04-27 | 2024-01-25 | $14,245 | $10,492 | $3,753 | $3,753 |
| 241. JACOBS SOLUTIONS INC COM | 2024-01-04 | 2024-02-05 | $33,068 | $27,960 | $5,108 | $5,108 |
| 28. BERKSHIRE HATHAWAY INC DEL CL B NEW | 2023-04-27 | 2024-03-05 | $11,181 | $9,102 | $2,079 | $2,079 |
| 16. MICROSOFT CORP COM | 2023-04-27 | 2024-03-06 | $6,440 | $4,856 | $1,584 | $1,584 |
| 14. COSTCO WHSL CORP NEW COM | 2023-04-27 | 2024-03-12 | $10,279 | $6,995 | $3,284 | $3,284 |
| 77. APPLE INC COM | 2023-04-27 | 2024-03-15 | $13,161 | $12,881 | $280 | $280 |
| 64. AIR PRODS & CHEMS INC COM | 2023-06-07 | 2024-03-21 | $15,165 | $18,062 | -$2,897 | -$2,897 |
| 17000. US TREASURY NOTE 2.25% DTD 03/31/2022 DUE 03/31/2024 | 2023-05-15 | 2024-03-31 | $16,629 | $16,629 | ||
| 15. COSTCO WHSL CORP NEW COM | 2023-04-27 | 2024-04-04 | $10,726 | $7,494 | $3,232 | $3,232 |
| 13. INTUIT COM | 2023-04-27 | 2024-04-15 | $7,993 | $5,552 | $2,441 | $2,441 |
| 37. MICROSOFT CORP COM | 2023-04-27 | 2024-04-16 | $15,393 | $11,230 | $4,163 | $4,163 |
| 21. MICROSOFT CORP COM | 2023-04-27 | 2024-04-29 | $8,427 | $6,374 | $2,053 | $2,053 |
| 236. CISCO SYS INC COM | 2023-04-27 | 2024-05-07 | $11,123 | $10,886 | $237 | $237 |
| 286. BRISTOL-MYERS SQUIBB CO COM | 2024-02-23 | 2024-05-21 | $12,150 | $14,778 | -$2,628 | -$2,628 |
| 331. BRISTOL-MYERS SQUIBB CO COM | 2023-05-12 | 2024-05-21 | $14,062 | $22,315 | -$8,253 | -$8,253 |
| 16000. US TREASURY NOTE 3.00% DTD 06/30/2022 DUE 06/30/2024 | 2023-05-15 | 2024-06-30 | $15,712 | $15,712 | ||
| 51. CISCO SYS INC COM | 2024-01-04 | 2024-07-09 | $2,333 | $2,562 | -$229 | -$229 |
| 288. CISCO SYS INC COM | 2023-05-12 | 2024-07-09 | $13,173 | $13,356 | -$183 | -$183 |
| 7. COSTCO WHSL CORP NEW COM | 2023-05-12 | 2024-07-11 | $5,949 | $3,504 | $2,445 | $2,445 |
| 42. AIR PRODS & CHEMS INC COM | 2024-01-04 | 2024-07-30 | $11,125 | $11,373 | -$248 | -$248 |
| 2. AIR PRODS & CHEMS INC COM | 2023-06-07 | 2024-07-30 | $530 | $564 | -$34 | -$34 |
| 17. MICROSOFT CORP COM | 2023-04-27 | 2024-08-28 | $6,949 | $5,160 | $1,789 | $1,789 |
| 22696. PT FIXED INCOME COMMON TR FUND | 2022-10-05 | 2024-09-05 | $215,946 | $223,562 | -$7,616 | -$7,616 |
| 691. PT EQUITY FUND | 2022-10-05 | 2024-09-05 | $85,017 | $79,957 | $5,060 | $5,060 |
| 5. REGENERON PHARMACEUTICALS COM | 2023-04-27 | 2024-09-06 | $5,676 | $3,943 | $1,733 | $1,733 |
| 17000. US TREASURY NOTE 2.125% DTD 09/30/2017 DUE 09/30/2024 | 2023-05-15 | 2024-09-30 | $16,495 | $16,495 | ||
| 223. PT FIXED INCOME COMMON TR FUND | 2022-10-05 | 2024-10-01 | $2,144 | $1,881 | $263 | $263 |
| 12000. CVS HEALTH CORP 4.30% DTD 03/09/2018 DUE 03/25/2028 | 2023-05-15 | 2024-10-18 | $11,820 | $11,829 | -$9 | -$9 |
| 11. COSTCO WHSL CORP NEW COM | 2023-05-12 | 2024-10-18 | $9,773 | $5,521 | $4,252 | $4,252 |
| 11. GRAINGER W W INC COM | 2023-04-27 | 2024-11-25 | $13,443 | $7,596 | $5,847 | $5,847 |
| 17. WELLS FARGO CO NEW COM | 2023-05-12 | 2024-11-27 | $1,303 | $634 | $669 | $669 |
| 329. WELLS FARGO CO NEW COM | 2023-04-27 | 2024-11-27 | $25,226 | $12,997 | $12,229 | $12,229 |
| 4000. VERIZON COMMUNICATIONS INC SR GLBL NT 26 | 2023-05-15 | 2024-12-11 | $3,891 | $3,777 | $114 | $114 |
| 6000. VERIZON COMMUNICATIONS INC SR GLBL NT 26 | 2023-04-27 | 2024-12-11 | $5,836 | $5,677 | $159 | $159 |
| 17000. UNITED STATES TREAS NTS 2.25%12/31/24 | 2023-05-15 | 2024-12-31 | $17,000 | $17,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,886 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,886 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $681 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,201 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,882 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $11 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL EXCHANGE BANK & TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9209237000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 827 | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54936 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GARLAND LICHTENBERG | ||||||
| N2866 CTH M | WAUPUN | WI | 53963 | TRUSTEE | 5 | $0 |
| NATIONAL EXCHANGE BANK | ||||||
| 130S MAIN ST | FOND DU LAC | WI | 53935 | TRUSTEE | 5 | $12,761 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,604,561 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $387,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,992,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,992,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,947,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,886 | TotalTaxAmt |
| Distributable Before Adj | $144,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,478 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,690 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $145,690 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,375 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,690 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,375 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,315 | 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 | $58,163 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARLAND LICHTENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WAUPUN AREA JRSR HIGH SCHOOL | |||||||
| 950 WILCOX ST | WAUPUN | WI | 53963 | NONE | PC | TO FURTHER EDUCATION IN THE | $118,500 |
| EDUCATIONAL FOUNDATION OF WAUPUN | |||||||
| PO BOX 72 | WAUPUN | WI | 53963 | NONE | PC | TO FURTHER EDUCATION IN THE | $16,000 |
| CENTRAL WISCONSIN CHRISTIAN SCHOOLS | |||||||
| 301 FOX LAKE RD | WAUPUN | WI | 53963 | NONE | PC | TO FURTHER EDUCATION IN THE | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $142,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $137,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $217,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,244 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Garland G Lichtenberg | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N2866 Cth M | AddressLine1Txt |
| City | Waupan | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $206,121 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $316 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $316 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,619 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Garland G Lichtenberg | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N2866 Cth M | AddressLine1Txt |
| City | Waupan | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53963 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PMT - PY YEAR | $584 | $0 | $0 |
| FEDERAL ESTIMATES | $681 | $0 | $0 |
| FOREIGN TAXES | $36 | $36 | $0 |