STRATEGY STUDIO / PUBLIC DATA EXPLORER

DEAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DEAN FAMILY FOUNDATION INC (EIN 39-1997127)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-03
IRS object ID
202542769349100829
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-03T17:29:55-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391383800PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOEHME & TAYLOR CPAS S CBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1231 LAWN STREETAddressLine1Txt
CityHARTLANDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53029ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391997127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEANBusinessNameControlTxt
Phone2627961160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 WEST SIERRA LANEAddressLine1Txt
CityMEQUONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53092ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD H DEANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-10-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBoehme Taylor CPAs SCPreparerPersonNm
PTINP01258642PTIN
Phone2627961160PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$599,698FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$68InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$68InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$68InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$63,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,737DividendsNetInvstIncmAmt
Dividends Adj Net Incm$63,737DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$22,933NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$98,046GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,933CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$86,738TotalRevAndExpnssAmt
Total Net Invst Incm$86,738TotalNetInvstIncmAmt
Total Adj Net Incm$63,805TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,015AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,015AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,040TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,040TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,393,354ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,393,354ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,395,394TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,040TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,393,354TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,308,656ExcessRevenueOverExpensesAmt
Net Investment Income$84,698NetInvestmentIncomeAmt
Adjusted Net Income$63,805AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$194,739SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,690SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,690SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$7,978PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,500PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,500PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,615,681CorporateStockBOYAmt
Corporate Stock EOY$314,885CorporateStockEOYAmt
Corporate Stock EOYFMV$586,508CorporateStockEOYFMVAmt
Total Assets BOY$1,818,398TotalAssetsBOYAmt
Total Assets EOY$328,075TotalAssetsEOYAmt
Total Assets EOYFMV$599,698TotalAssetsEOYFMVAmt
Other Liabilities BOY$170,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,500OtherLiabilitiesEOYAmt
Total Liabilities BOY$170,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,500TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,648,398NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$326,575NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,648,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$326,575TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,818,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$328,075TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,648,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,308,656ExcessRevenueOverExpensesAmt
Other Increases$986,833OtherIncreasesAmt
Subtotal$326,575SubtotalAmt
Tot Net Ast Or Fund Balances EOY$326,575TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyOPPENHEIMER LONG-TERM COVEREDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2025-07-01SoldDt
Gross Sales Price$98,046GrossSalesPriceAmt
Cost Or Other Basis$75,113CostOrOtherBasisAmt
Gain Or Loss$22,933GainOrLossAmt
Gains Minus Excess Or Losses$22,933GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,933CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,177InvestmentIncomeExciseTaxAmt
Subtotal$1,177SubtotalAmt
Tax Based On Investment Income$1,177TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,001EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,001TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$824OverpaymentAmt
Applied To ES Tax$824AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BOEHME & TAYLOR CPAs SCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2627961160PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1231 LAWN STREETAddressLine1Txt
CityHARTLANDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53029ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RICHARD H DEAN
10852 N LAKEVIEW RDMEQUONWI53092President0.10$0
JANE S DEAN
10852 N LAKEVIEW RDMEQUONWI53092Secretary/TREAS0.10$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,103,054AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,857AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,124,911TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,124,911AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,874CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,093,037NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,652MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,652MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,177TaxBasedOnInvestmentIncomeAmt
Total Tax$1,177TotalTaxAmt
Distributable Before Adj$103,475DistributableBeforeAdjAmt
Distributable Before Ded$103,475DistributableBeforeDedAmt
Distributable As Adjusted$103,475DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,393,354ExpensesAndContributionsAmt
Qualifying Distributions$2,393,354QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$103,475DistributableAsAdjustedAmt
Undistributed Income PY$9,200UndistributedIncomePYAmt
Qualifying Distributions$2,393,354QualifyingDistributionsAmt
Applied To Year1$9,200AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$103,475AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,280,679RemainingDistriFromCorpusAmt
Total Corpus$2,280,679TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,280,679ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,280,679ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonD F FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1231 LAWN STREETAddressLine1Txt
CityHARTLANDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53029ZIPCd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SEE ATTACHED SCHEDULE
SEE ATTACHED SCHEDULESEE ATTACHED SCHEDULWI53092NONECHARITABLE, SCIENTIFIC, RELIGIOUS AND EDUCATIONAL.$160,500
SEE ATTACHED SCHEDULE
SEE ATTACHED SCHEDULESEE ATTACHED SCHEDULWI53092NONECHARITABLE, SCIENTIFIC, RELIGIOUS AND EDUCATIONAL.$2,232,854
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,393,354TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,737ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,933RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$63,805ExclusionAmt
Related Or Exempt Function Incm$22,933RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,738TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,015Amt
Net Investment Income$2,015NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWDFI FILING FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$25NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING CHECKSDesc
BOY Book Value$170,000BOYBookValueAmt
EOY Book Value$1,500EOYBookValueAmt