BENNE-FIT VALLEY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BENNE-FIT VALLEY FOUNDATION INC (EIN 46-4315166)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201612289349101816
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T16:23:01-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 123 S PLEASANT STREET | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | W6215 KETTLE MORAINE DRIVE | AddressLine1Txt |
| City | WHITEWATER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED LAWTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2624958863 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P GORMAN | PreparerPersonNm |
| PTIN | P00085847 | PTIN |
| Phone | 8158754541 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $838,990 | 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 | $11,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,359 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,359 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,437 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,359 | 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 | $4,745 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,795 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $950 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,528 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $882 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,532 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,532 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $671 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $563 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $513 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,252 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $178,510 | CashBOYAmt |
| Cash EOY | $134,070 | CashEOYAmt |
| Cash EOYFMV | $134,070 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $300,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $304,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $304,525 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $13,244 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,444 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $13,244 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $13,244 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $7,000 | CorporateBondsBOYAmt |
| 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 | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,151 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,151 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $872,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $838,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $838,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $872,954 | UnrestrictedBOYAmt |
| Unrestricted EOY | $838,990 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $872,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $838,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $872,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $838,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $872,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,964 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $838,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $838,990 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| 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 | 0 | 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 | 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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $699,682 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $855,972 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $855,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $843,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,157 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $42,157 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,157 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,597 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $27,800 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,560 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,560 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,240 | 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 | $26,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $26,240 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CALS SCHOLARSHIP FUND UNIVERSITY OF WISCONSIN MADISON | ||||||
| 1450 LINDEN DRIVE | MADISON | WI | 53706 | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| MILLARD COMMUNITY COVENANT CHURCH | ||||||
| N6713 COUNTY ROAD O | ELKHORN | WI | 53121 | PUBLIC CHARITY | RELIGIOUS | $6,552 |
| GOLD IN SEPTEMBER | ||||||
| 709 MILWAUKEE STREET STE A | DELARFIELD | WI | 53018 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $10,000 |
| I BACK JACK | ||||||
| PO BOX 41 | HARTLAND | WI | 53029 | PUBLIC CHARITY | MEDICAL & SCIENTIFIC RESEARCH | $10,250 |
| AGAPE HOUSE | ||||||
| PO BOX 68 | WALWORTH | WI | 53184 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $800 |
| KADES CLASSIC | ||||||
| PO BOX 73 | ELKHORN | WI | 53121 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| ST JUDE'S HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | MEDICAL & SCIENTIFIC RESEARCH | $500 |
| ST MARY'S FOUNDATION | ||||||
| 700 S PARK STREET | MADISON | WI | 53715 | PUBLIC CHARITY | MEDICAL & SCIENTIFIC RESEARCH | $500 |
| THE NORTH LAKELAND DISCOVERY CENTER | ||||||
| 215 COUNTY HWY W | MANITOWISH WATERS | WI | 54545 | PUBLIC CHARITY | EDUCATION | $100 |
| SMILES INC | ||||||
| N2666 COUNTY ROAD K | DARIEN | WI | 53114 | PUBLIC CHARITY | EDUCATIONAL | $100 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $1,000 |
| AURORA HEALTH CARE FOUNDATION | ||||||
| 950 N 12TH STREET STE A511 | MILWAUKEE | WI | 53233 | PUBLIC CHARITY | MEDICAL & SCIENTIFIC RESEARCH | $250 |
| RAINBOW HOSPICE FOUNDATION | ||||||
| 147 W ROCKWELL STREET | JEFFERSON | WI | 53549 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $500 |
| DISABLED AMERICAN VETERANS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $100 |
| WISCONSIN FFA FOUNDATION | ||||||
| 1241 JOHN Q HAMMONS DR STE 200 | MADISON | WI | 53717 | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| SMILE TRAIN | ||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $500 |
| VIP SERVICES INC | ||||||
| 811 E GENEVA STREET | ELKHORN | WI | 53121 | PUBLIC CHARITY | MEDICAL & CHARITABLE | $500 |
| CHILDRENS HOSPITAL OF WISCONSIN | ||||||
| PO BOX 1997 MS 3050 | MILWAUKEE | WI | 532011997 | PUBLIC CHARITY | MEDICAL & SCIENTIFIC RESEARCH | $2,000 |
| JUDICIAL WATCH | ||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PUBLIC CHARITY | EDUCATIONAL | $100 |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 537264090 | PUBLIC CHARITY | EDUCATIONAL | $500 |
| THE TIME IS NOW TO HELP | ||||||
| PO BOX 1 | LAKE GENEVA | WI | 53147 | PUBLIC CHARITY | ASSIST THE POVERTY STRICKEN | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,252 | 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 | $5,359 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,437 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,796 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,796 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FRED CINDY LAWTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $11,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,410 | Amt |
| Net Investment Income | $3,528 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $882 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $4,745 | LegalFeesAmt |
| Net Investment Income | $3,795 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST INCOME | Desc |
| EOY Book Value | $1,151 | EOYBookValueAmt |
| EOYFMV | $1,151 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $513 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $513 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,532 | Amt |
| Net Investment Income | $4,532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAXES | $108 | $0 | $0 | $0 |
| PROPERTY TAXES | $563 | $563 | $0 |