ELWYN REMINGTON FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ELWYN REMINGTON FOUNDATION INC (EIN 39-1633403)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-04
- IRS object ID
- 201310949349100211
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-04T16:33:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391136882 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETTINGEN SMITS NOVAK & BASTLE SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 290 | AddressLine1 |
| City | ANTIGO | City |
| State | WI | State |
| ZIP Code | 54409 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391633403 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELWYN REMINGTON FOUNDATION INC CO RUDER WARE LLSC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELWY | NameControl |
| Phone | 7158454336 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 8000 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 544028050 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK BRADLEY | Name |
| Title | SECRETARY-TREAS | Title |
| Phone | 7158454336 | Phone |
| Date Signed | 2013-03-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY G SMITS | Name |
| PTIN | P00057551 | PTIN |
| Phone | 7156237696 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5047487 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 133944 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 133944 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -4493 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 538632 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2930 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2930 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 132381 | TotalRevenueAndExpenses |
| Total Net Investment Income | 136874 | 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 |
| Accounting Fees Rev And Expnss | 1573 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1573 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 53594 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 53406 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 188 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5414 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5414 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 37 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 27 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 60618 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 58847 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1771 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 214500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 214500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 275118 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 58847 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 216271 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -142737 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 78027 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 795 | CashBOY |
| Cash EOY | 200 | CashEOY |
| Cash EOYFMV | 200 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 111139 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 260361 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 260361 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 199511 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 104020 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 102088 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2471100 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2390769 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2717225 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1955945 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1842400 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1877208 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 74567 | InvestmentsOtherBOY |
| Investments Other EOY | 74567 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 82110 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 10292 | OtherAssetsBOY |
| Other Assets EOY | 8295 | OtherAssetsEOY |
| Other Assets EOYFMV | 8295 | OtherAssetsEOYFMV |
| Total Assets BOY | 4823349 | TotalAssetsBOY |
| Total Assets EOY | 4680612 | TotalAssetsEOY |
| Total Assets EOYFMV | 5047487 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4823349 | CapitalStockBOY |
| Capital Stock EOY | 4680612 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 4823349 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4680612 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4823349 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4680612 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4823349 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -142737 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4680612 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4680612 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 538632 | GrossSalesPrice |
| Cost Or Other Basis | 543125 | CostOrOtherBasis |
| Gain Or Loss | -4493 | GainOrLoss |
| Gains Minus Excess Or Losses | -4493 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4493 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33995 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4400950 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.007724 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19814 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 510996 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038775 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18988 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 431133 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044042 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 19489 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 405826 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048023 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 19702 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 439905 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044787 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.183351 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036670 | AverageDistributionRatio |
| Net Noncharitable Assets | 4893792 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 179455 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 780 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 180235 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 216271 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 780 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 780 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 780 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1415 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1415 | TotalCreditsAndPayments |
| Overpayment | 635 | Overpayment |
| Amount Credited To Next Year | 635 | 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 | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.REMINGTON-FOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | BRETTINGEN SMITS NOVAK SC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7156237696 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 290 | AddressLine1 |
| City | ANTIGO | City |
| State | WI | State |
| ZIP Code | 544090290 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 4779564 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 109045 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 79708 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4968317 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4968317 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 74525 | CashDeemedCharitable |
| Net Noncharitable Assets | 4893792 | NetNoncharitableAssets |
| Minimum Investment Return | 244690 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 244690 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 780 | TaxBasedOnInvestmentIncome |
| Total Tax | 780 | TotalTax |
| Distributable Amount Before Adj | 243910 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 243910 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 243910 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 216271 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 216271 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 780 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 215491 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 243910 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 184523 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 216271 | QualifyingDistributions |
| Applied To Year1 | 184523 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31748 | 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 | 212162 | 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
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Recipient Email AddressRecipientEmailAddress | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|---|
| JEANNE LUCHT | 1504 1ST AVENUE | ANTIGO | WI | 54409 | 7156274707 | INFO@REMINGTON-FOUNDATION.ORG | ONLINE APPLICATION VIA WEBSITE | FEBRUARY 1ST | GREATER ANTIGO AREA |
| JEANNE LUCHT | 1504 1ST AVENUE | ANTIGO | WI | 54409 | 7156274707 | INFO@REMINGTON-FOUNDATION.ORG | ONLINE APPLICATION VIA WEBSITE | FEBRUARY 1ST | GREATER ANTIGO AREA |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CITY OF ANTIGO | |||||||
| 700 EDISON STREET | ANTIGO | WI | 54409 | N/A | GOVERNMENTAL AGENCY | PUBLIC IMPROVEMENT-PARK IMPROVEMENTS | $25,000 |
| CLARA R MCKENNA AQUATIC CENTER | |||||||
| 111 WESTERN AVENUE | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-SPRAY GARDEN | $20,000 |
| NORTHCENTRAL TECHNICAL COLLEGE | |||||||
| 1000 W CAMPUS DRIVE | WAUSAU | WI | 54401 | N/A | SCHOOL | SCHOLARSHIPSCHOLARSHIP;LISTTOTAL 1000 | $500 |
| RED ROBIN SCHOLARSHIP FOR DESIGNATED STUDENTS | |||||||
| PO BOX 214 | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | SCHOLARSHIP | $2,500 |
| UNIV OF WI-GREEN BAY | |||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| BIRNAMWOOD AREA FIRE & AMBULANCE SERVICES | |||||||
| N4393 BLUE GOOSE DRIVE | WHITE LAKE | WI | 54491 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-EQUIPMENT | $3,000 |
| NICOLET AREA TECHNICAL COLLEGE | |||||||
| 9569 WISCONSIN 70 | MINOCQUA | WI | 54548 | N/A | SCHOOL | SCHOLARSHIP | $1,000 |
| UNIV OF WI-MADISON | |||||||
| 21 N PARK ST | MADISON | WI | 53715 | N/A | SCHOOL | SCHOLARSHIP | $1,000 |
| UNIV OF WI-OSHKOSH | |||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| UNIV OF WI-EAU CLAIRE | |||||||
| 105 GARFIELD | EAU CLAIRE | WI | 54702 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| WISCONSIN LUTHERAN COLLEGE | |||||||
| 8800 W BLUE MOUND RD | MILWAUKEE | WI | 53226 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| MICHIGAN TECHNICAL UNIVERSITY | |||||||
| 1400 TOWNSEND DR | HOUGHTON | MI | 49931 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| LANGLADE COUNTY FIRE CHIEFS ASSOCIATION | |||||||
| W6671 CTY HWY T | PICKEREL | WI | 54462 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-EQUIPMENT | $30,000 |
| TOWN OF CORNING FIRE DEPARTMENT | |||||||
| W7750 CTY HWY Z | MERRILL | WI | 54452 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-EQUIPMENT | $3,000 |
| TOWN OF EASTON FIRE DEPARTMENT | |||||||
| E15212 CTY HWY Z | RINGLE | WI | 54471 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-EQUIPMENT | $3,000 |
| TOWN OF RINGLE FIRE DEPARTMENT | |||||||
| 7107 TOWN HALL RD | RINGLE | WI | 54471 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-EQUIPMENT | $3,000 |
| TOWN OF HEWITT FIRE DEPARTMENT | |||||||
| H12405 CTY HWY Q | WAUSAU | WI | 54403 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-EQUIPMENT | $3,000 |
| TOWN OF RUSSELL FIRE DEPARTMENT | |||||||
| N5369 STATE HWY 17 | GLEASON | WI | 54435 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-EQUIPMENT | $3,000 |
| LANGLADE COUNTY HISTORICAL SOCIETY | |||||||
| 404 SPUERIOR ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-BLDG IMPROVEMENTS | $20,000 |
| LANGLADE COUNTY COMMUNITY DEVELOPMENT CORP | |||||||
| 312 FORREST AVENUE | ANTIGO | WI | 54409 | N/A | GOVERNMENTAL AGENCY | PUBLIC IMPROVEMENT-FAIRGROUNDS 4-H BARN | $25,000 |
| LANGLADE MEMORIAL HOSPITAL | |||||||
| 112 E FIFTH AVENUE | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-WELLFIT CENTER | $25,000 |
| ANTIGO CHAPTER OF TROUT UNLIMITED | |||||||
| 213 MARY ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-KIDS FISHING EVENT | $1,000 |
| ANTIGO AREA RECREATION FOUNDATION | |||||||
| 402 VIRGINIA ST | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-LITTLE LEAGUE PARK IMPROVEMENTS | $25,000 |
| CITY OF ANTIGO | |||||||
| 700 EDISON STREET | ANTIGO | WI | 54409 | N/A | GOVERNMENTAL AGENCY | PUBLIC IMPROVEMENT-PARK IMPROVEMENTS | $15,000 |
| MATTOON FIRE DEPARTMENT | |||||||
| 310 STATE AVE | MATTOON | WI | 54450 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT-EQUIPMENT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 214500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $133,944 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,930 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$4,493 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $132,381 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 132381 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,573 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1573 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE OBLIGATIONS | NameOfBond |
| EOY Book Value | 1842400 | EOYBookValue |
| EOYFMV | 1877208 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 2390769 | EOYBookValue |
| EOYFMV | 2717225 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 104020 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 102088 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 74567 | BookValue |
| EOYFMV | 82110 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNSETTLED INVESTMENT TRANSACTIONS | Description |
| BOY Book Value | 10292 | BOYBookValue |
| EOY Book Value | 8295 | EOYBookValue |
| EOYFMV | 8295 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL REPORT FEE | 10 | 0 | 10 |
| MISC-ROUNDING/TIMING | -58 | -58 | 0 |
| ADR FEES | 85 | 85 | 0 |
| REAL ESTATE EXPENSES | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCM DISTRIBUTION (SEC LITIGATION) | Description |
| Revenue And Expenses Per Books | 2930 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2930 | NetInvestmentIncome |
| Adjusted Net Income | 2930 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FIDUCIARY FEES | $41,021 | 41021 | 0 |
| INVESTMENT ADVISORY FEES | $12,385 | 12385 | 0 |
| WEBSITE HOSTING FEE | $188 | 0 | 188 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAXES | $0 | 0 | 0 |
| FOREIGN W/H TAXES | $5,414 | 5414 | 0 |