BENNE-FIT VALLEY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BENNE-FIT VALLEY FOUNDATION INC (EIN 46-4315166)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-27
- IRS object ID
- 201742089349100014
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-27T13:58:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464315166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNE-FIT VALLEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENN | BusinessNameControlTxt |
| Phone | 2624958863 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N43943 AUSTIN VALLEY LANE | AddressLine1Txt |
| City | ELEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED LAWTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2624958863 | PhoneNum |
| Signature | 2017-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2017-07-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-10 | IPDt |
| IP Tm | 08:31:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6F224407502821C7BF82AE294B3D7A0655BACD54 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9130E3CA804E41DC6ED892345963CC1A42B4CEC9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,012,115 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $231,149 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,857 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,857 | InterestOnSavNetInvstIncmAmt |
| Net Rental Income Or Loss | -$587 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,857 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,994 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,395 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $599 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,280 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $320 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $587 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $173,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,070 | CashBOYAmt |
| Cash EOY | $249,665 | CashEOYAmt |
| Cash EOYFMV | $249,665 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $304,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $309,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $309,132 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $13,244 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,149 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $386,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $386,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $386,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $386,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,151 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,169 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,169 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $838,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,012,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,012,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $838,990 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,012,115 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $838,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,012,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $838,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,012,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $838,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $173,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,012,115 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,012,115 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,597 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $843,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048150 | DistributionYr1Rt |
| Total Distribution | 0.048150 | TotalDistributionRt |
| Average Distribution | 0.048150 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,159,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,811 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,811 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,119 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $500 | OverpaymentAmt |
| Applied To ES Tax | $500 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | FRED LAWTON | IndividualWithBooksNm |
| Phone | 2624958863 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W6215 KETTLE MORAINE DRIVE | AddressLine1Txt |
| City | WHITEWATER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53190 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| FRED H LAWTON | ||||||||
| W6215 KETTLE MORAINE DR | WHITEWATER | WI | 53190 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERIC M LAWTON | ||||||||
| W6160 KETTLE MORAINE DR | WHITEWATER | WI | 53190 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOHN GORMAN | ||||||||
| 123 S PRAIRIE STREET | PRINCETON | IL | 61356 | TREASURER | 1.00 | $0 | $0 | $0 |
| T ANDREW DETLING | ||||||||
| 12632 DEER TRAP ROAD | PRESQUE ISLE | WI | 54557 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BECKY KAYSER | ||||||||
| 12596 DEER TRAP ROAD | PRESQUE ISLE | WI | 54557 | FOREST MANAGER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $451,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $720,251 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,176,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,176,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,159,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,956 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $57,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,119 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,119 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $26,240 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $26,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,119 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $837 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $837 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,403 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $25,403 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARTUSZ FAMILY EDUCATION FUND | ||||||
| W6215 KETTLE MORAINE DRIVE | WHITEWATER | WI | 53190 | I | EDUCATIONAL | $1,000 |
| CHILDRENS HOSPITAL OF WISCONSIN | ||||||
| PO BOX 1997 MS 3050 | MILWAUKEE | WI | 532011997 | PUBLIC CHARITY | MEDICAL & SCIENTIFIC RESEARCH | $2,500 |
| GOLD IN SEPTEMBER | ||||||
| 709 MILWAUKEE STREET STE A | DELAFIELD | WI | 53018 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $40,000 |
| JUDICIAL WATCH | ||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PUBLIC CHARITY | EDUCATIONAL | $100 |
| MILLARD COMMUNITY COVENANT CHURCH | ||||||
| N6713 COUNTY ROAD O | ELKHORN | WI | 53121 | PUBLIC CHARITY | RELIGIOUS | $6,500 |
| RAINBOW HOSPICE FOUNDATION | ||||||
| 147 W ROCKWELL STREET | JEFFERSON | WI | 53549 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $500 |
| SMILE TRAIN | ||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $500 |
| ST JUDE'S HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | MEDICAL & SCIENTIFIC RESEARCH | $500 |
| THE TIME IS NOW TO HELP | ||||||
| PO BOX 1 | LAKE GENEVA | WI | 53147 | PUBLIC CHARITY | ASSIST THE POVERTY STRICKEN | $1,500 |
| TRINITY EQUESTRIAN CENTER KIDS KAMP | ||||||
| S5300 STATE HIGHWAY 37 | EAU CLAIRE | WI | 54701 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| TRI-PARISH SACRED HEART | ||||||
| PO BOX 188 | DURAND | WI | 54736 | PUBLIC CHARITY | RELIGIOUS | $250 |
| WISCONSIN FFA FOUNDATION | ||||||
| 1241 JOHN Q HAMMONS DR STE 200 | MADISON | WI | 53717 | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| ST JAMES THE GREATER CATHOLIC CHURCH | ||||||
| 2502 11TH STREET | EAU CLAIRE | WI | 54703 | PUBLIC CHARITY | RELIGIOUS | $250 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $500 |
| RAINBOW HOSPICE CARE INC | ||||||
| 147 W ROCKWELL STREET | JEFFERSON | WI | 53549 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $500 |
| BEEF RIVER PACESETTERS | ||||||
| 227 1ST ST W | ALTOONA | WI | 54720 | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,857 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,270 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,270 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| FRED & CINDY LAWTON | |||||||
| 1 | W6215 KETTLE MORAINE DRIVE | WHITEWATER | WI | 53190 | $90,000 | Yes (X) | |
| ERIC & ERICA LAWTON | |||||||
| 2 | W6215 KETTLE MORAINE DRIVE | WHITEWATER | WI | 53190 | $75,000 | Yes (X) | |
| FRED & CINDY LAWTON | |||||||
| 3 | W6215 KETTLE MORAINE DRIVE | WHITEWATER | WI | 53190 | $66,149 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 163.35217 SHRS CHEVRON CORP, 187.73275 SHRS LOCKHEED MARTIN CORP | NoncashPropertyDesc |
| Fair Market Value | $66,149 | FairMarketValueAmt |
| Received | 2016-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $320 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORP | $19,227 | $19,227 |
| LOCKHEED MARTIN CORP | $46,922 | $46,922 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,994 | LegalFeesAmt |
| Net Investment Income | $2,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $599 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST INCOME | Desc |
| BOY Book Value | $1,151 | BOYBookValueAmt |
| EOY Book Value | $1,169 | EOYBookValueAmt |
| EOYFMV | $1,169 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAXES | $500 | $0 | $0 | $0 |
| PROPERTY TAXES | $587 | $587 | $0 |