EASTER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EASTER FOUNDATION INC (EIN 20-0499778)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-17
- IRS object ID
- 201420779349100302
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-17T12:08:00-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200499778 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAST | NameControl |
| Phone | 9203368122 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 958 HICKORY AVENUE | AddressLine1 |
| City | DE PERE | City |
| State | WI | State |
| ZIP Code | 54115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE BELL | Name |
| Title | PRESIDENT | Title |
| Phone | 9203368122 | Phone |
| Date Signed | 2014-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN J STRNAD | Name |
| PTIN | P00035098 | PTIN |
| Phone | 9204367800 | Phone |
| Date Prepared | 2014-03-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13357574 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6020585 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 97203 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 98049 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 39040 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 39153 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1164852 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5060584 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1164852 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7321680 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1302054 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 89 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 45 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 44 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1875 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1875 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 27806 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1954 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 977 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 977 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 47187 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 47187 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 80786 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 50084 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2896 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 205634 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 205634 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 286420 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 50084 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 208530 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7035260 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1251970 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3183 | CashBOY |
| Cash EOY | 16754 | CashEOY |
| Cash EOYFMV | 16754 | CashEOYFMV |
| Investments Corp Stock BOY | 3882559 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7629243 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9563305 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1973031 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3846457 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3777515 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 5858773 | TotalAssetsBOY |
| Total Assets EOY | 11492454 | TotalAssetsEOY |
| Total Assets EOYFMV | 13357574 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5858773 | RetainedEarningsBOY |
| Retained Earnings EOY | 11492454 | RetainedEarningsEOY |
| Total Net Assets BOY | 5858773 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11492454 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5858773 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11492454 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5858773 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7035260 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 12894033 | Subtotal |
| Other Decreases | 1401579 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11492454 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 1326786 | 1198741 | 128045 | 128045 |
| PUBLICLY TRADED SECURITIES | P | 3733798 | 2696991 | 1036807 | 1036807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1164852 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 115108 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5307297 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.021689 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2291 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3237085 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000708 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13891 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1528940 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.009085 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 112728 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 687557 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.163954 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 94798 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 908753 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.104317 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.299753 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059951 | AverageDistributionRatio |
| Net Noncharitable Assets | 9998006 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 599390 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12520 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 611910 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 208530 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 25039 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 25039 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 25039 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 17600 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7500 | TaxPaidWithExtension |
| Total Credits And Payments | 25100 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 61 | Overpayment |
| Amount Credited To Next Year | 61 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BRUCE A BELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9203368122 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 958 HICKORY AVENUE | AddressLine1 |
| City | DE PERE | City |
| State | WI | State |
| ZIP Code | 54115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BRUCE A BELL | ||||||||
| 958 HICKORY AVENUE | DE PERE | WI | 54115 | PRESIDENT/TREASURER | 0.25 | 0 | 0 | 0 |
| CAROL H BELL | ||||||||
| 958 HICKORY AVENUE | DE PERE | WI | 54115 | VICE PRESIDENT/SECRETARY | 0.25 | 0 | 0 | 0 |
| KARL A SCHMIDT | ||||||||
| 2085 SANDALWOOD COURT | GREEN BAY | WI | 54304 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| KAREN B SCHMIDT | ||||||||
| 2085 SANDALWOOD COURT | GREEN BAY | WI | 54304 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| WARREN C PFOHL | ||||||||
| 4440 BRICKYARD FALLS RD | MANLIUS | NY | 13104 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| BRENDA B PFOHL | ||||||||
| 4440 BRICKYARD FALLS RD | MANLIUS | NY | 13104 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| PAUL KEPPELER | ||||||||
| 6151 N SAND BEACH ROAD | OCONOMOWOC | WI | 53066 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| BETSY B KEPPELER | ||||||||
| 6151 N SAND BEACH ROAD | OCONOMOWOC | WI | 53066 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10138264 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11996 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10150260 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10150260 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 152254 | CashDeemedCharitable |
| Net Noncharitable Assets | 9998006 | NetNoncharitableAssets |
| Minimum Investment Return | 499900 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 499900 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 25039 | TaxBasedOnInvestmentIncome |
| Total Tax | 25039 | TotalTax |
| Distributable Amount Before Adj | 474861 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 474861 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 474861 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 208530 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 208530 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 208530 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 474861 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 203673 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 208530 | QualifyingDistributions |
| Applied To Year1 | 203673 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4857 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 470004 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE A BELL | ContributingManager |
| Contributing Manager | CAROL H BELL | ContributingManager |
| Contributing Manager | KARL A SCHMIDT | ContributingManager |
| Contributing Manager | KAREN B SCHMIDT | ContributingManager |
| Contributing Manager | WARREN C PFOHL | ContributingManager |
| Contributing Manager | BRENDA B PFOHL | ContributingManager |
| Contributing Manager | PAUL KEPPELER | ContributingManager |
| Contributing Manager | BETSY B KEPPELER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 2900 CURRY LANE | GREEN BAY | WI | 54311 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $12,000 |
| AMERICAN CANCER SOCIETY - DEDUCTED IN ERROR IN PREVIOUS YEAR | |||||||
| 790 MARVELLE LANE | GREEN BAY | WI | 54304 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | -$200 |
| AMERICAN CENTER FOR LAW AND JUSTICE | |||||||
| PO BOX 90555 | WASHINGTON | DC | 200900555 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $100 |
| AMERICAN DIABETES ASSOC | |||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $3,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2149 VELP AVE | GREEN BAY | WI | 54303 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $3,000 |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $6,000 |
| BATTEN DISEASE SUPPORT AND RESEARCH | |||||||
| 120 HUMPHRIES DRIVE | REYNOLDSBURG | OH | 43068 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $6,000 |
| BAY PRESBYTERIAN CHURCH | |||||||
| 26911 S BAY DRIVE | BONITA SPRINGS | FL | 341344343 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $11,500 |
| BOYS AND GIRLS CLUB | |||||||
| 311 SOUTH ONEIDA ST | GREEN BAY | WI | 54303 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,500 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $11,634 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80997 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 |
| DAVID'S REFUGE INC | |||||||
| 4440 BRICKYARD FALLS ROAD | MANLIUS | NY | 13104 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $75,000 |
| DELTA TAU DELTA EDUCATIONAL FOUNDATION | |||||||
| 10000 ALLISONVILLE ROAD | FISHERS | IN | 46038 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 |
| EVANS SCHOLARSHIP FOUNDATION | |||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 |
| GORDON COLLEGE FUND - STUDENT MINISTRIES | |||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 |
| GREEN BAY SYMPHONY ORCHESTRA | |||||||
| 126 PINE STREET | GREEN BAY | WI | 54301 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,500 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 200024999 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 |
| HOPE HOSPICE | |||||||
| 3240 UNIVERSITY AVE SUITE 2 | MADISON | WI | 537053570 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 |
| LAKE COUNTY CHRISTIAN ACADEMY | |||||||
| W329 N4476 LAKELAND DRIVE | NASHOTAH | WI | 53058 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,500 |
| LITERARY COUNCIL GULF COAST | |||||||
| PO BOX 2703 | BONITA SPRINGS | FL | 34133 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 |
| MCDOWELL MINISTRIES | |||||||
| 660 INTERNATIONAL PKWY STE 100 | RICHARDSON | TX | 750816616 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 27106 | NEW YORK | NY | 100877106 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,500 |
| MY BROTHER'S KEEPER INC | |||||||
| 1039 W MASON STREET | GREEN BAY | WI | 543031842 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,500 |
| PARKINSON'S DISEASE FOUNDATION | |||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 |
| SALVATION ARMY | |||||||
| 25221 BERNWOOD DRIVE | BONITA SPRINGS | FL | 34135 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 |
| SALVATION ARMY | |||||||
| 626 UNION COURT | GREEN BAY | WI | 54303 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $2,000 |
| SPRING LAKE CHURCH | |||||||
| 2240 KLONDIKE RD | GREEN BAY | WI | 54311 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $25,000 |
| TRUTH IN ACTION MINISTRIES | |||||||
| PO BOX 7009 | ALBERT LEA | MN | 56007 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $3,000 |
| UNITY HOSPICE | |||||||
| 916 WILLARD DRIVE | GREEN BAY | WI | 54304 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 |
| UW-STOUT RETAIL ASSOCIATION | |||||||
| 712 BROADWAY ST S | MENOMONIE | WI | 54751 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $100 |
| UWGB FOUNDATION - WEIDNER CENTER | |||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $25,000 |
| UWGB FOUNDATION | |||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $500 |
| YOUNG LIFE BLUFFTONHILTON HEAD | |||||||
| PO BOX 22614 | HILTON HEAD | SC | 29925 | N/A | PUBLIC CHARITY | TO FUND CHARITABLE OBJECTIVES OF CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 205634 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $97,203 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $39,040 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,164,852 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,301,095 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1301095 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | BRUCE A CAROL H BELL | 958 HICKORY AVENUE | DE PERE | WI | 54115 | 2045436 | X | |
| 2 | WARREN BRENDA PFOHL FAMILY | 4440 BRICKYARD FALLS ROAD | MANLIUS | NY | 13104 | 358149 | X | |
| 3 | BRUCE A CAROL H BELL | 958 HICKORY AVENUE | DE PERE | WI | 54115 | 1230000 | X | |
| 4 | KARL KAREN SCHMIDT | 2085 SANDALWOOD CT | GREEN BAY | WI | 54304 | 1506127 | X | |
| 5 | KARL KAREN SCHMIDT | 2085 SANDALWOOD CT | GREEN BAY | WI | 54304 | 523523 | X | |
| 6 | PAUL ELIZABETH KEPPELER | W383 N6151 SAND BEACH ROAD | OCONOMOWOC | WI | 53066 | 357350 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | 2045436 | 2012-12-21 |
| 2 | PUBLICLY TRADED SECURITIES | 358149 | 2012-12-26 |
| 4 | PUBLICLY TRADED SECURITIES | 1506128 | 2012-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - SCHENCK | Category |
| Amount | $3,750 | Amount |
| Net Investment Income | 1875 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1875 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (30 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ANHEUSER-BUSCH CO | 107844 | 112204 |
| BELLSOUTH CORP NT | 132641 | 131258 |
| BRISTOL MYERS SQUIBB | 174666 | 174354 |
| CAMPBELL SOUP CO | 60225 | 55582 |
| CISCO SYSTEMS INC. SR NT | 140771 | 139581 |
| COCA COLA CO | 173795 | 172041 |
| IBM CORP NOTE | 156095 | 153752 |
| KELLOGG CO | 109276 | 108380 |
| MEDTRONIC INC SR | 138715 | 135595 |
| PROCTER & GAMBLE CO 4.950 | 26026 | 26248 |
| WALGREEN CO | 171162 | 169679 |
| HOME DEPOT INC | 114266 | 111429 |
| PRAXAIR INC | 136702 | 133472 |
| UNITED TECHNOLOGIES CORP | 137982 | 134670 |
| AIRGAS INC | 101759 | 104634 |
| CONOCOPHILLIPS 4.75 | 131225 | 128034 |
| DUKE ENERGY CORP 2.150 | 128599 | 127888 |
| HASBRO INC 6.125 | 109147 | 104515 |
| HJ HEINZ CO 2.000 | 153076 | 145500 |
| MATTEL INC 2.500 | 154490 | 154631 |
| NORFOLK SOUTHERN CORP 5.257 | 110395 | 105296 |
| PITNEY BOWES INC MEDIUM TERM NT | 107728 | 103403 |
| TIME WARNER INC NT 5.875 | 118279 | 114152 |
| ALLSTATE CORP NT | 159867 | 156917 |
| BURLINGTON NORTH SANTA FE | 135490 | 132684 |
| COMCAST CORP NEW NT | 112691 | 110762 |
| MERCK AND CO INC | 138275 | 135627 |
| PHILLIPS 66 | 159804 | 154593 |
| PROCTER & GAMBLE CO 4.850 | 112658 | 109955 |
| TOYOTA MOTOR CREDIT CORP 3.2 | 132808 | 130679 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (61 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COGNIZANT TECH SOLUTIONS CORP | 159837 | 177710 |
| FASTENAL COM | 62645 | 127113 |
| FIRSERV INC | 105748 | 172722 |
| GOLDMAN SACHS FINANCIAL | 279782 | 279782 |
| INTUIT INC COM | 113959 | 167799 |
| AFFILIATED MANAGERS GROUP INC COM | 138685 | 190990 |
| AMTEK INC NEW COM | 80877 | 162305 |
| AMPHENOL CORP CL A COM | 152716 | 209425 |
| ANSYS INC COM | 156934 | 182092 |
| BARD C R INC COM | 63599 | 73576 |
| CERNER CORP | 91650 | 225235 |
| CHIPOTLE MEXICAN GRILL | 65806 | 127158 |
| CHURCH & DWIGHT INC | 132016 | 198089 |
| CITRIX SYS INC | 143303 | 132913 |
| CLEAN HARBORS INC | 138729 | 118240 |
| COACH INC | 163939 | 164020 |
| CONCHO RESOURCES | 166678 | 153459 |
| COPART INC | 102605 | 113744 |
| DICKS SPORTING GOODS INC | 176971 | 201191 |
| EAST WEST BANCORP INC | 136319 | 170280 |
| EDWARDS LIFESCIENCES CORP | 131445 | 103219 |
| FMC TECHNOLOGIES | 120232 | 141928 |
| FACTSET RESARCH SYS | 101832 | 117231 |
| GENESEE & WYOMING INC CL A | 89562 | 130229 |
| IDEX CORP | 89795 | 110687 |
| IHS INC | 158339 | 179534 |
| INTERCONTINENTAL EXCHANGE INC | 125016 | 183271 |
| LKQ CORP | 110113 | 253303 |
| MICROS SYSTEMS INC NEW | 124660 | 117023 |
| O'REILLY AUTOMOTIVE INC NEW | 124309 | 224564 |
| OASIS PETROLEUM INC | 132976 | 158667 |
| PANERA BREAD CO CL A | 152373 | 260502 |
| PERRIGO CO | 160026 | 183436 |
| POLARIS INDUSTRIES | 154600 | 195320 |
| RANGE RESOURCES | 104530 | 127733 |
| RED HAT INC | 176198 | 168852 |
| ROPER INDS INC | 84304 | 178753 |
| SIGMA ALDRICH CORP | 103126 | 118217 |
| SIGNATURE BANK COM | 147822 | 178659 |
| SMUCKER J M CO COM NEW | 136637 | 167103 |
| STERICYCLE INC | 167330 | 216001 |
| TERADATA CORP DEL COM | 137229 | 120200 |
| TRACTOR SUPPLY CO COM | 122865 | 270831 |
| TRIMBLE NAVIGATION LTD COM | 108012 | 159423 |
| VARIAN MED SYS INC COM | 196142 | 186229 |
| BEACON ROOFING SUPPLY INC COM | 73206 | 67275 |
| BROWN AND BROWN INC COM | 87475 | 91658 |
| CATAMARAN CORP COM | 102329 | 126776 |
| CHART INDUSTRIES INC COM | 165160 | 186957 |
| COSTAR GROUP INC COM | 55901 | 61437 |
| JB HUNT TRANSPORT SVCS INC COM | 141498 | 152788 |
| MCCORMICK & CO INC COM | 82302 | 92172 |
| OCEANEERING INTL INC COM | 88427 | 91550 |
| PALL CORP COM | 70761 | 70748 |
| PAREXEL INTERNATIONAL CORP COM | 129242 | 180110 |
| SIRONA DENTAL SYSTEMS INC COM | 86954 | 81559 |
| ULTA SALON COSMETICS & FRAG COM | 161395 | 172807 |
| UNDER ARMOUR INC CL A COM | 144320 | 162650 |
| VANGUARD CONSUMER DISCRETIONARY | 60765 | 109277 |
| WABTEC CORP COM | 171334 | 194699 |
| ALIGN TECHNOLOGY INC COM | 115903 | 122084 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - GODFREY AND KAHN | Category |
| Amount | $89 | Amount |
| Net Investment Income | 45 | NetInvestmentIncome |
| Disbursements Charitable Prps | 44 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO DONATED SECURITIES TO TAX BASIS | Description |
| Amount | $1,401,579 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FIDUCIARY FEES | 10061 | 10061 | 0 |
| MANAGEMENT FEES | 37123 | 37123 | 0 |
| BANK FEES | 3 | 3 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| BRUCE A CAROL H BELL | |||
| 958 HICKORY AVENUE | DE PERE | WI | 54115 |
| KARL A KAREN B SCHMIDT | |||
| 2085 SANDALWOOD COURT | GREEN BAY | WI | 54304 |
| PAUL ELIZABETH KEPPELER | |||
| W383 N6151 SAND BEACH ROAD | OCONOMOWOC | WI | 53066 |
| WARREN BRENDA PFOHL | |||
| 4440 BRICKYARD FALLS ROAD | MANLIUS | NY | 13104 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | Category |
| Amount | $27,806 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |