MOUNT HOREB COMMUNITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT HOREB COMMUNITY FOUNDATION INC (EIN 39-1626231)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201522269349301272
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T07:54:20-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM W THOUSAND CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64 | AddressLine1Txt |
| City | MT HOREB | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391626231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mount Horeb Community Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 6084378283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 66 | AddressLine1Txt |
| City | Mount Horeb | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WALTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6084378283 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM W THOUSAND CPA | PreparerPersonNm |
| Phone | 6084377730 | PhoneNum |
| Preparation | 2015-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER WALTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 East Main St | AddressLine1Txt |
| City | Mount Horeb | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $841,730 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mhcfound.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | The Foundation's purpose is to receive donations and requests from people wishing to contribute to the future welfare of the Mount Horeb Community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,343 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,492 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $134,237 | PYInvestmentIncomeAmt |
| CY Investment Income | $129,156 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $143,580 | PYTotalRevenueAmt |
| CY Total Revenue | $145,648 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $72,833 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $71,250 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,227 | PYOtherExpensesAmt |
| CY Other Expenses | $31,834 | CYOtherExpensesAmt |
| PY Total Expenses | $101,060 | PYTotalExpensesAmt |
| CY Total Expenses | $103,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,520 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $42,564 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,780,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,813,877 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,780,686 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,813,877 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation's purpose is to | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $71,261 | ExpenseAmt |
| Grant | $70,250 | GrantAmt |
| Desc | TO DISTRIBUTE GRANTS TO MT. HOREB COMMUNITY ORGANIZATIONS THAT BENEFIT THE FUTURE WELFARE OF THE SURROUNDING AREA. | Desc |
| Total Program Service Expenses | $71,261 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER WALTZ | PersonNm |
| Phone | 6084375577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 East Main St | AddressLine1Txt |
| City | Mount Horeb | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR MARK R BOHL | ||||||
| Vice President | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID BOYDEN | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BRICE | ||||||
| Secretary | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RALPH L BUECHNER | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH DRAPE | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| VERN DRAPE | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES BUECHNER | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA FANNON | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAN FLOOD | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JULIE HAEBIG | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PHILLIP HALVERSON | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAT CONWAY | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL R MCNALL | ||||||
| Treasurer | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHUCK MISKY | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN HUMPHRIES | ||||||
| Director | 1 | Yes (X) | ||||
| GEORGIA POST | ||||||
| Director | 1 | Yes (X) | ||||
| ALLEN SCHMIDT | ||||||
| Director | 1 | Yes (X) | ||||
| SHIRLEY KELLER | ||||||
| Director | 1 | Yes (X) | ||||
| TERI L VIERIMA | ||||||
| Director | 1 | Yes (X) | ||||
| MARY G WALTZ | ||||||
| Director | 1 | Yes (X) | ||||
| PETER WALTZ | ||||||
| President | 1 | Yes (X) | Yes (X) | |||
| SCOTT P WINNER | ||||||
| Director | 1 | Yes (X) | ||||
| JOHN KUSE | ||||||
| Director | 1 | Yes (X) | ||||
| JUDY STEINHAUER | ||||||
| Derector | 1 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $16,492 | AllOtherContributionsAmt |
| Total Contributions | $16,492 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,575 | TotalRevenueColumnAmt |
| Exclusion | $42,575 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $782,663 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $696,082 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,581 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,581 | TotalRevenueColumnAmt |
| Exclusion | $86,581 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,648 | TotalRevenueColumnAmt |
| Exclusion | $129,156 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,250 | TotalAmt |
| Program Services | $70,250 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $550 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,479 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $17,479 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,794 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bloodmobile | Desc |
| Total | $11 | TotalAmt |
| Program Services | $11 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,084 | TotalAmt |
| Program Services | $71,261 | ProgramServicesAmt |
| Management And General | $31,823 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,770 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,686 | BOYAmt |
| EOY | $1,812,107 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,686 | BOYAmt |
| EOY | $1,813,877 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,756,933 | BOYAmt |
| EOY | $1,790,124 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,253 | BOYAmt |
| EOY | $13,253 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,500 | BOYAmt |
| EOY | $10,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,686 | BOYAmt |
| EOY | $1,813,877 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,686 | BOYAmt |
| EOY | $1,813,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $42,564 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,373 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,492 | CurrentTaxYearAmt |
| Total | $32,674 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,492 | CurrentTaxYearAmt |
| Total | $32,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $32,674 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,156 | CurrentTaxYearAmt |
| Total | $554,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $587,150 | TotalSupportAmt |
| Public Support CY170 | 0.05560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.05780 | PublicSupportPY170Pct |
| Private Foundation170 | Yes (X) | PrivateFoundation170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,500 | BeginningYearBalanceAmt |
| End Year Balance | $10,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BMO Harris Trust | Desc |
| Book Value | $1,812,107 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,812,107 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | The organization intends to use estimated earnings |
| Pt V, Line 4 | from the endowment fund to provide annual scholarships |
| Pt V, Line 4 | to students in the Mount Horeb community. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Mount Horeb Youth Center Inc | |||||||
| 105 North Grove Street | Mount Horeb | WI | 53572 | 455558011 | 501(c)(3) | $5,001 | Gen Op Fd |
| Mount Horeb Middle School | |||||||
| 900 East Garfield Street | Mt Horeb | WI | 53572 | 391050370 | $6,000 | STRETCH | |
| Mount Horeb Young Life | |||||||
| 104 South Grove Street | Mount Horeb | WI | 53572 | 840385934 | 501(c)(3) | $5,001 | To cover bus costs from sending over 50 kids to Sup Fd for Camp Fees |
| Mount Horeb Food Pantry | |||||||
| P O Box 204 | Mount Horeb | WI | 53572 | 800306739 | $5,500 | Kids summer lunch prog | |
| Mount Horeb Public Library | |||||||
| 105 Perimeter St | Mount Horeb | WI | 53572 | 396006326 | $10,000 | Purchase Books | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | Charitable Organizations wishing to obtain a grant apply to the Mount Horeb Community Foundation, providing a project description of what the funds, if approved, would be used for. The Board chooses which applications to approve. The Board follows up as necessary with the grantee organizations/individuals related to the actual use of the grant funds. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 2 | Vern and Elizabeth Drape are both members of the Board of Directors, and also have a family relationship. Peter and Mary Waltz are both members of the Board of Directors, and also have a family relationship. James and Ralph Buechner are both members of the Board of Director, and also have a family relationship. |
| Pt VI, Line 6 | The Foundation has members. |
| Pt VI, Line 7a | Members may elect members of the governing body. |
| Pt VI, Line 11b | The annual form 990 is reviewed by the president of the foundation prior to filing, and a copy is forwarded to members of the Board of Directors, upon request. |
| Pt VI, Line 15a | The organization does not have employees, and therefore there is no formal compensation review process in place. |
| Pt VI, Line 19 | The organization's governing documents and financial statements are available to the public upon request. |