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BENNE-FIT VALLEY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BENNE-FIT VALLEY FOUNDATION INC (EIN 46-4315166)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-14
IRS object ID
201522269349100717
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-14T08:33:09-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Kingsbury Firm LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1709 Milwaukee Street Suite AAddressLine1Txt
CityDelafieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464315166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Benne-Fit Valley Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBENNBusinessNameControlTxt
Phone2624958863PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1W6215 Kettle Moraine DriveAddressLine1Txt
CityWhitewaterCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53190ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN K BARTOSZPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2624958863PhoneNum
Signature2015-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN K BARTOSZPreparerPersonNm
Phone4143784419PhoneNum
Preparation2015-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$872,954FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,603InterestOnSavRevAndExpnssAmt
Dividends Net Invst Incm$1,432DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,432DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$5,250GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$5,250GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$5,250GrossRentsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,853TotalRevAndExpnssAmt
Total Net Invst Incm$6,682TotalNetInvstIncmAmt
Total Adj Net Incm$6,682TotalAdjNetIncmAmt
Printing And Pub Rev And Expnss$1,464PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$1,464PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$1,464PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,464TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,464TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,464TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,435ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,899TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,464TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,464TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$27,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,046ExcessRevenueOverExpensesAmt
Net Investment Income$5,218NetInvestmentIncomeAmt
Adjusted Net Income$5,218AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$178,510CashEOYAmt
Cash EOYFMV$178,510CashEOYFMVAmt
Sav And Temp Cash Invst BOY$500,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$300,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$300,000SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl EOY$1,444OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,444OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Bonds BOY$386,000CorporateBondsBOYAmt
Corporate Bonds EOY$7,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,000CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$386,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments EOY$386,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$386,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$886,000TotalAssetsBOYAmt
Total Assets EOY$872,954TotalAssetsEOYAmt
Total Assets EOYFMV$872,954TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$886,000UnrestrictedBOYAmt
Unrestricted EOY$872,954UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$886,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$872,954TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$886,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$872,954TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$886,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,046ExcessRevenueOverExpensesAmt
Subtotal$872,954SubtotalAmt
Tot Net Ast Or Fund Balances EOY$872,954TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$104InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$104SubtotalAmt
Tax Based On Investment Income$104TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$104TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFRED LAWTONIndividualWithBooksNm
Phone2624958863PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1W6215 Kettle Moraine DriveAddressLine1Txt
CityWhitewaterCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53190ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED H LAWTON
W6215 Kettle Moraine DrWhiteWaterWI53190President2.00$0$0$0
ERIC M LAWTON
W6160 Kettle Moraine DrWhitewaterWI53190Vice President2.00$0$0$0
JOHN GORMAN
123 S Prairie StreetPrincetonIL61356Treasurer1.00$0$0$0
T ANDREW DETLING
12632 Deer Trap RdPresque IsleWI54557Secretary1.00$0$0$0
BECKY KAYSER
12596 Deer Trap RdPresque IsleWI54557Forest Manger1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$104TaxBasedOnInvestmentIncomeAmt
Total Tax$104TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,800ExpensesAndContributionsAmt
Qualifying Distributions$27,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$27,800QualifyingDistributionsAmt
Remaining Distri From Corpus$27,800RemainingDistriFromCorpusAmt
Total Corpus$27,800TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$27,800ExcessDistriCyovToNextYrAmt
Excess From Current Year$27,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
I Back Jack Foundation
PO BoxHartlandWI53029Public CharityMedical & Scientific Research$15,000
Millard Church
N6713 Cty Hwy OElkhornWI53121Public CharityRelgious$2,000
Fairhaven Hopsice
435 Starin RdWhitewaterWI53190Public CharityMedical & Charitable$100
Wounder Warrior Project
230 West Monroe StChicagoIL60606Public CharityMedical & Charitable$1,000
Disabled American Veterans
PO Box 14301CincinnatiOH45250Public CharityMedical & Charitable$100
ALS Association
1275 K Street NWWashintonDC20005Public CharityMedical & Scientific Research$100
Rainbow Hospice
147 W Rockwell StJeffersonWI53549Public CharityMedical & Charitable$500
American Heart Association
7272 Greenville AveDallasTX75231Public CharityMedical & Scientific Research$100
Smile Train
PO Box 96231WashintonDC20090Public CharityMedical & Charitable$500
Agape House
PO BOX 68WalworthWI53184Public CharityMedical & Charitable$500
Amercian Heart Association
7272 Greenvill AveDallasTX75231Public CharityMedical & Scientific Research$100
American Cancer Society
N19W24350 Riverwood DrWaukeshaWI53188Public CharityMedical & Scientific Research$25
Visting Nurses Association
2121 Chystal DrArlingtonVA22202Public CharityMedical & Charitable$400
Saint Mary's Hospital
2301 N Lake DrMilwaukeeWI53211Public CharityMedical & Scientific Research$500
Wisconsin FFA
PO Box 110SpencerWI54479Public CharityMedical & Scientific Research$1,000
VIP
811 E Geneva StreetElkhornWI53121Public CharityMedical & Charitable$500
Time Is Now
PO Box 1Lake GenevaWI53147Public CharityMedical & Charitable$1,500
Children's Hospital
8915 W Connell CtMilwaukeeWI53226Public CharityMedical & Scientific Research$2,000
Huntington's
505 8th Ave STE 902New YorkNY10018Public CharityMedical$25
Discovery Center
215 Cty Hwy WManitowish WatersWI54545Public CharityEducational$50
St Jude's Hosptial
262Danny Thomas PlaceMemphisTN38105Public CharityMedical & Scientific Research$35
I Back Jack Foundation
PO Box 41HartlandWI53029Public CharityMedical Research$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,435TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
Desc0Desc

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,603ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,603ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,603TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFRED CINDY LAWTONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1W6215 Kettle Moraine DriveAddressLine1Txt
CityWhitewaterCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53190ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd