ELWYN REMINGTON FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ELWYN REMINGTON FOUNDATION INC (EIN 39-1633403)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-16
- IRS object ID
- 201510759349100611
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-16T12:03:23-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391136882 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brettingen Smits Novak & Bastle SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 290 | AddressLine1Txt |
| City | Antigo | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391633403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELWYN REMINGTON FOUNDATION INC CO RUDER WARE LLSC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELWY | BusinessNameControlTxt |
| Phone | 7158454336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 8000 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK BRADLEY | PersonNm |
| Person Title | SECRETARY-TREAS | PersonTitleTxt |
| Phone | 7158454336 | PhoneNum |
| Signature | 2015-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary G Smits | PreparerPersonNm |
| PTIN | P00057551 | PTIN |
| Phone | 7156237696 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,778,421 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $131,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $191,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $944,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,252 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $322,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,469 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $629 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $629 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,512 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,898 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,983 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,157 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,157 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $391,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $277,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,928 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,928 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,552,881 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,415,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,564,084 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,928,225 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,023,940 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,022,882 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $74,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,002 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $369 | OtherAssetsBOYAmt |
| Other Assets EOY | $325 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $325 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,748,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,629,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,778,421 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $50,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,698,904 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,629,862 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,698,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,629,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,748,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,629,862 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,698,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,042 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,629,862 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,629,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $944,106 | GrossSalesPriceAmt |
| Cost Or Other Basis | $752,854 | CostOrOtherBasisAmt |
| Gain Or Loss | $191,252 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $191,252 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,252 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,560 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,999 | TaxDueAmt |
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 |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.remington-foundation.org | WebsiteAddressTxt |
| Individual With Books | BRETTINGEN SMITS NOVAK SC | IndividualWithBooksNm |
| Phone | 7156237696 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 290 | AddressLine1Txt |
| City | ANTIGO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544090290 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES MELZER | ||||||||
| 632 EASTVIEW DRIVE | ANTIGO | WI | 54409 | OFFICER-DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEANNE LUCHT | ||||||||
| 206 SUPERIOR STREET | ANTIGO | WI | 54409 | OFFICER-DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK BRADLEY | ||||||||
| 608 SUPERIOR STREET | ANTIGO | WI | 54409 | OFFICER-DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAUREEN WINTER | ||||||||
| 625 LANGLADE ROAD | ANTIGO | WI | 54409 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERI MELZER | ||||||||
| 1217 E GUNN ST 5 | APPLETON | WI | 54915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUDER WARE LLSC | ||||||||
| 500 FIRST STREET SIUTE 8000 | WAUSAU | WI | 54402 | AGENT | 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 | $5,501,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $76,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,841,237 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,841,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,753,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,559 | TotalTaxAmt |
| Distributable Before Adj | $282,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $282,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $282,122 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,259 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $335,259 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $335,259 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $268,981 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $24,679 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,259 | QualifyingDistributionsAmt |
| Applied To Year1 | $268,981 | AppliedToYear1Amt |
| Applied To Prior Years | $24,679 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,599 | 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 | $240,523 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| JEANNE LUCHT | ||||||||
| 1504 1ST AVENUE | ANTIGO | WI | 54409 | 7156274707 | info@remington-foundati | ONLINE APPLICATION VIA WEBSITE | FEBRUARY 1ST | GREATER ANTIGO AREA |
| JEANNE LUCHT | ||||||||
| 1504 1ST AVENUE | ANTIGO | WI | 54409 | 7156274707 | Info@remington-foundati | ONLINE APPLICATION VIA WEBSITE | FEBRUARY 1ST | GREATER ANTIGO AREA |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTIGO AREA COMMUNITY FOOD PANTRY INC | |||||||
| PO BOX 194 | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | ASSISTANCE TO INDIGENT FAMILIES | $32,500 |
| ANTIGO CHAPTER OF TROUT UNLIMITED | |||||||
| 213 MARY ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | KIDS FISHING EVENT | $2,500 |
| BOYS & GIRLS CLUB OF LANGLADE COUNTY INC | |||||||
| 411 SUPERIOR STREET | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | LIGHT FIXTURE UPGRADE | $7,675 |
| NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION | |||||||
| 1000 W CAMPUS DRIVE | WAUSAU | WI | 54401 | N/A | OTHER PUBLIC CHARITY | SCHOLARSHIPS | $24,000 |
| RED ROBIN SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 214 | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | SCHOLARSHIP | $15,000 |
| AVAIL INC | |||||||
| PO BOX 355 | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | OPERATIONS GRANT | $12,500 |
| WHITE LAKE AREA HISTORICAL SOCIETY INC | |||||||
| 636 GAMBLE STREET | WHITE LAKE | WI | 54491 | N/A | OTHER PUBLIC CHARITY | HISTORICAL CENTER BUILDING PROJECT | $5,000 |
| UNIFIED SCHOOL DISTRICT OF ANTIGO | |||||||
| 120 S DORR ST | ANTIGO | WI | 54409 | N/A | PUBLIC SCHOOL | STUDENT SAFETY-TABLE SAW REPLACEMENT | $16,032 |
| LANGLADE COUNTY HUMANE SOCIETY INC | |||||||
| 2204 CLERMONT ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | NEW DOG KENNELS, FURNACE & DUCT WORK | $25,300 |
| WITTENBERG-BIRNAMWOOD HIGH SCHOOL | |||||||
| 400 W GRAND AVE | WITTENBERG | WI | 54499 | N/A | PUBLIC SCHOOL | SCHOLARSHIPS | $12,000 |
| ELCHO SCHOOL SCHOLARSHIP FUND | |||||||
| PO BOX 114 | ELCHO | WI | 54428 | N/A | PUBLIC SCHOOL | SCHOLARSHIPS | $9,000 |
| WHITE LAKE SCHOOL DISTRICT | |||||||
| PO BOX 67 | WHITE LAKE | WI | 54491 | N/A | PUBLIC SCHOOL | SCHOLARSHIPS | $9,000 |
| UNIFIED SCHOOL DISTRICT OF ANTIGO | |||||||
| 700 EDISON STREET | ANTIGO | WI | 54409 | N/A | PUBLIC SCHOOL | REPLACEMENT OF POOL WATER BOILERS | $68,650 |
| TOWN OF ANTIGO FIRE DEPARTMENT | |||||||
| N5282 RAILROAD DRIVE | DEERBROOK | WI | 54424 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| BIRNAMWOOD AREA FIRE DEPARTMENT | |||||||
| 365 BIRCH ST BOX C | BIRNAMWOOD | WI | 54414 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| TOWN OF CORNING FIRE DEPARTMENT | |||||||
| W7750 CTY RD Z | MERRILL | WI | 54452 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| TOWN OF EASTON FIRE DEPARTMENT | |||||||
| E15212 CTY RD Z | RINGLE | WI | 54471 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| ELCHO FIRE & RESCUE | |||||||
| PO BOX 241 | ELCHO | WI | 54428 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| TOWN OF LANGLADE FIRE DEPARTMENT | |||||||
| PO BOX 66 | PICKEREL | WI | 54465 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| MATTOON FIRE DEPARTMENT | |||||||
| PO BOX 225 | MATTOON | WI | 54450 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| TOWN OF NORWOOD FIRE DEPARTMENT | |||||||
| N1112 CTY RD S | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| TOWN OF PECK FIRE DEPARTMENT | |||||||
| N5855 FRANC RD | DEERBROOK | WI | 54424 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| TOWN OF RINGLE FIRE DEPARTMENT | |||||||
| R7107 TOWN HALL RD | RINGLE | WI | 54471 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| LANGLADE COUNTY RURAL FIRE CONTROL | |||||||
| 611 LINCOLN ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| TOWN OF RUSSELL FIRE DEPARTMENT | |||||||
| PO BOX 156 | GLEASON | WI | 54435 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| VILLAGE OF WHITE LAKE FIRE DEPARTMENT | |||||||
| N3445 BUETTNER ROAD | WHITE LAKE | WI | 54491 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| WOLF RIVER VOLUNTEER FIRE DEPARTMENT | |||||||
| N4393 BLUE GOOSE DRIVE | WHITE LAKE | WI | 54491 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| CITY OF ANTIGO FIRE DEPARTMENT | |||||||
| 700 EDISON STREET | ANTIGO | WI | 54409 | N/A | GOVERNMENTAL AGENCY | EQUIPMENT | $4,000 |
| TOWN OF HEWITT FIRE DEPARTMENT | |||||||
| H12399 CTY RD Q | WAUSAU | WI | 54403 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| PINE RIVER VOLUNTEER FIRE DEPARTMENT | |||||||
| N1622 RANGELINE ROAD | MERRILL | WI | 54452 | N/A | OTHER PUBLIC CHARITY | EQUIPMENT | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,157 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,192 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $191,252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $322,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $322,469 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,575 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(h)(2) AND REG. 53.4942(a)-3(d)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2012 IN THE AMOUNT OF $24,679. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS | BondNm |
| EOY Book Value | $2,023,940 | EOYBookValueAmt |
| EOYFMV | $2,022,882 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,415,902 | EOYBookValueAmt |
| EOYFMV | $3,564,084 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $74,567 | BookValueAmt |
| EOYFMV | $76,002 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $629 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $629 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED INVESTMENT TRANSACTIONS | Desc |
| BOY Book Value | $369 | BOYBookValueAmt |
| EOY Book Value | $325 | EOYBookValueAmt |
| EOYFMV | $325 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT FEE | $0 | $0 | $0 |
| MISC-ROUNDING/TIMING | $0 | $0 | $0 |
| ADR FEES | $40 | $40 | $0 |
| REAL ESTATE EXPENSES | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC SECURITIES LITIGATION | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE/EXECUTOR FEES | $47,795 | $23,897 | $23,898 |
| INVESTMENT ADVISORY FEES | $14,615 | $14,615 | $0 |
| WEBSITE HOSTING FEE | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $11,717 | $0 | $0 |
| FOREIGN TAX W/H PAID | $5,983 | $5,983 | $0 |