2013-02-05T10:37:44-06:00 2012-06-30 391471485 HARVEY W KUBLY CPA PO BOX 695 MONTICELLO WI 53570 990EZ 2011-07-01 391806015 MONTICELLO FOUNDATION INC MONT 6089384543 PO BOX 636 MONTICELLO WI 53570 CAROL CASEY KUBLY 6089384543 2013-02-05 1 HARVEY W KUBLY CPA P00477672 6089384610 X 2011 2016-02-25 16:41:14Z X X N/A X X 46664 X 14684 15150 6180 8970 16830 40484 26000 800 775 204 1410 29189 11295 402031 0 413326 X 5465 5572 423816 445754 429281 451326 27250 38000 402031 413326 X TO RAISE MONEY TO PROVIDE SCHOLARSHIPS FOR GRADUATES OF MONTICELLO HIGH SCHOOL PROVIDED SCHOLARSHIPS TO MHS GRADUATES 26000 0 0 CAROL KUBLY W3796 CTY EE MONTICELLO WI 53570 2.00 400 0 0 MARCIA VOSS 410 S MAIN ST PO BOX 423 MONTICELLO WI 53570 0.00 0 0 0 RUSSELL QUINN W6164 RON HILL LN MONTICELLO WI 53570 0.00 0 0 0 KEITH HOESLY 2107 8TH ST MONROE WI 53566 0.00 0 0 0 LLINN LEDERMAN 345 URBAN RD MONTICELLO WI 53570 0.00 0 0 0 JEAN MCMANNES 544 EISENHOWER CT MONTICELLO WI 53570 2.00 400 0 0 ELMER LEMON 309 CHEYENE TRAIL MADISON WI 53705 0.00 0 0 0 CAROLYN SCHWARTZLOW N 6002 CENTER RD MONTICELLO WI 53570 0.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WI CAROL CASEY KUBLY W3796 CTY HWY EE MONTICELLO WI 53570 6089384543 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 7030 4724 8603 22019 14684 57060 7030 4724 8603 22019 14684 57060 57060 12553 14620 10344 16704 11681 65902 5542 6641 8382 12110 8970 41645 164607 0.34660 0.31530 X X 0 GOLF OUTING 15150 15150 6180 15150 15150 6180 6180 8970 OTHER REVENUE FORM 990-EZ, PART I, LINE 8 DESCRIPTION: PRIMEVEST-DIVIDENDS. AMOUNT: 15,127. DESCRIPTION: PRIMEVEST CAP GAINS. AMOUNT: 95. DESCRIPTION: BANK OF MONTICELLO CD INTEREST #45118. AMOUNT: 19. DESCRIPTION: BANK OF MONTICELLO CD INTEREST #56500. AMOUNT: 261. DESCRIPTION: MISC. AMOUNT: 328. DESCRIPTION: VOID TURNER SCHOLARSHIP. AMOUNT: 1,000. TOTAL TO FORM 990-EZ, LINE 8: 16,830. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LAINE HAVENS. GRANTEE ADDRESS: N5108 DUTCH HOLLOW RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: RYAN RUEGSEGGER. GRANTEE ADDRESS: 223 E. WISCONSIN AVE MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: EVAN SCHULTZ. GRANTEE ADDRESS: 408 ADAMS RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TANYA SMITH. GRANTEE ADDRESS: N6085 CENTER RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LUCAS KOLASH. GRANTEE ADDRESS: 209 E. LAKE AVE. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ELIZABETH RIATT. GRANTEE ADDRESS: N6404 RIVER RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ALEX HENNING. GRANTEE ADDRESS: 532 S. MAIN MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: DEREK MCGOWAN. GRANTEE ADDRESS: W5285 HEFTY ROAD MONTICELLO, WI 53570. AMOUNT GIVEN: 2,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ANDREW FINK. GRANTEE ADDRESS: 333 S. MONROE ST. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: EMMA FENNER. GRANTEE ADDRESS: N5675 FELDT TD MONTICELLO, WI 53570. AMOUNT GIVEN: 2,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: DANA KARLEN. GRANTEE ADDRESS: W4876 COUNTY HWY C ALBANY, WI 53502. AMOUNT GIVEN: 2,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SARAH SILVER. GRANTEE ADDRESS: N6585 SILVER ROAD MONTICELLO, WI 53570. AMOUNT GIVEN: 2,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JACOB MARTY. GRANTEE ADDRESS: N5307 RINGHAND RD MONTICELLO, WI 53570. AMOUNT GIVEN: 2,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: HALEY BLUM. GRANTEE ADDRESS: 515 S. MONROE MONTICELLO, WI 53570. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,000. OTHER EXPENSES FORM 990-EZ, PART I, LINE 16 DESCRIPTION: LICENSE. AMOUNT: 10. DESCRIPTION: ADVERTISING. AMOUNT: 525. DESCRIPTION: MISC.. AMOUNT: 144. DESCRIPTION: ADMINISTRATIVE. AMOUNT: 277. DESCRIPTION: POLO SHIRTS. AMOUNT: 454. TOTAL TO FORM 990-EZ, LINE 16: 1,410. OTHER ASSETS FORM 990-EZ, PART II, LINE 24 DESCRIPTION: CD- BANK OF MONTICELLO #45118. BEG. OF YEAR AMOUNT: 4,292. END OF YEAR AMOUNT: 1,312. DESCRIPTION: 500 SHS WALGREEN. BEG. OF YEAR AMOUNT: 18,335. END OF YEAR AMOUNT: 18,335. DESCRIPTION: 363 SHS ALLIANCE BER EQUITY INC FD. BEG. OF YEAR AMOUNT: 6,220. END OF YEAR AMOUNT: 6,315. DESCRIPTION: 755 SHS DTE. BEG. OF YEAR AMOUNT: 26,419. END OF YEAR AMOUNT: 26,419. DESCRIPTION: 10 SHS WW GRAINGER (10/17/10). BEG. OF YEAR AMOUNT: 1,220. END OF YEAR AMOUNT: 1,220. DESCRIPTION: 400 SHS SPDR DIVIDEND. BEG. OF YEAR AMOUNT: 22,666. END OF YEAR AMOUNT: 22,666. DESCRIPTION: 729 SHS PEPSICO. BEG. OF YEAR AMOUNT: 43,310. END OF YEAR AMOUNT: 43,310. DESCRIPTION: 500 SHS HERSHEY. BEG. OF YEAR AMOUNT: 27,200. END OF YEAR AMOUNT: 27,200. DESCRIPTION: 500 SHS EXXON. BEG. OF YEAR AMOUNT: 28,800. END OF YEAR AMOUNT: 28,800. DESCRIPTION: 32 SHS SMUCKERS. BEG. OF YEAR AMOUNT: 1,419. END OF YEAR AMOUNT: 1,419. DESCRIPTION: ING GNMA INC A. BEG. OF YEAR AMOUNT: 10,000. END OF YEAR AMOUNT: 10,000. DESCRIPTION: ING INT BOND. BEG. OF YEAR AMOUNT: 10,258. END OF YEAR AMOUNT: 10,258. DESCRIPTION: ING SENIOR INC. BEG. OF YEAR AMOUNT: 10,016. END OF YEAR AMOUNT: 10,016. DESCRIPTION: 380 SHS US BANCORP. BEG. OF YEAR AMOUNT: 13,159. END OF YEAR AMOUNT: 13,159. DESCRIPTION: PRIME VEST M.M.. BEG. OF YEAR AMOUNT: 1,801. END OF YEAR AMOUNT: 7,299. DESCRIPTION: PIMCO TOTAL RETURN A. BEG. OF YEAR AMOUNT: 85,000. END OF YEAR AMOUNT: 85,000. DESCRIPTION: I SHARES BANCLAYS TIPS BOND. BEG. OF YEAR AMOUNT: 29,841. END OF YEAR AMOUNT: 29,841. DESCRIPTION: 130 SHS WI ENERGY CORP. BEG. OF YEAR AMOUNT: 2,574. END OF YEAR AMOUNT: 2,574. DESCRIPTION: BANK OF MONTICELLO CD# 56500. BEG. OF YEAR AMOUNT: 15,999. END OF YEAR AMOUNT: 0. DESCRIPTION: 500 SHS KRAFT FOODS. BEG. OF YEAR AMOUNT: 14,030. END OF YEAR AMOUNT: 14,030. DESCRIPTION: 200 SHS BOEING. BEG. OF YEAR AMOUNT: 10,681. END OF YEAR AMOUNT: 10,681. DESCRIPTION: 150 SHS KIMBERLY CLARK. BEG. OF YEAR AMOUNT: 9,577. END OF YEAR AMOUNT: 9,577. DESCRIPTION: 470 SHS WI ENERGY CORP. BEG. OF YEAR AMOUNT: 11,975. END OF YEAR AMOUNT: 11,975. DESCRIPTION: 150 SHS KIMBERLY CLARK (8/9/10). BEG. OF YEAR AMOUNT: 9,953. END OF YEAR AMOUNT: 9,953. DESCRIPTION: 300 SHS KRAFT FOODS (8/9/10). BEG. OF YEAR AMOUNT: 9,071. END OF YEAR AMOUNT: 9,071. DESCRIPTION: 20 SHS BAIDU (4/1/12). BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 180. DESCRIPTION: 120 SHS VANGUARD INT BD FD (1/5/12). BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,981. DESCRIPTION: 300 SHS VANGUARD INT BD FD (11/04/11). BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 25,105. DESCRIPTION: 1 SHS BAXTER INT'L. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 58. OTHER LIABILITIES FORM 990-EZ, PART II, LINE 26 DESCRIPTION: SCHOLARSHIPS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 38,000. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.