FULCRUM FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FULCRUM FOUNDATION INC (EIN 39-2016506)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-02
- IRS object ID
- 202620339349100622
- Schema version
- 2024v5.5
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-02T19:09:46-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392016506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULCRUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULC | BusinessNameControlTxt |
| Phone | 7157487507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON ST | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LANGE | PersonNm |
| Person Title | BOARD CHAIRPERSON | PersonTitleTxt |
| Phone | 7157487507 | PhoneNum |
| Signature | 2026-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2026-01-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,959,393 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $897,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $897,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $793,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,091,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $793,943 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,692,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,692,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,313 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,644 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,957 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $804,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $804,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $847,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $845,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $844,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,690,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,631 | CashBOYAmt |
| Cash EOY | $47,700 | CashEOYAmt |
| Cash EOYFMV | $47,700 | CashEOYFMVAmt |
| Corporate Stock BOY | $14,295,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,587,050 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,587,050 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,954,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,687,439 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,687,439 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,573,322 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,637,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,637,204 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21,431 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,934,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,959,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,959,393 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,063 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,063 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,063 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,063 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,931,700 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,956,330 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,931,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,956,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,934,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,959,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,931,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $844,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,180,006 | OtherIncreasesAmt |
| Subtotal | $30,956,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,956,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,640,887 | $3,297,886 | $343,001 | $343,001 |
| CAPITAL GAINS DIVIDENDS | P | $450,942 | $450,942 | $450,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $793,943 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,235 | EsPenaltyAmt |
| Tax Due | $24,734 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FULCRUMFOUND.ORG | WebsiteAddressTxt |
| Individual With Books | AMANDA LANGE | IndividualWithBooksNm |
| Phone | 7157488100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH GIBSON STREET | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMANDA LANGE | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN LANGE | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| CANDICE GRUNSETH | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | VICE CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| JASON STELIGA | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | TREASURER | 1.00 | $0 | $0 | $0 |
| RANDY JUEDES | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | SECRETARY | 1.00 | $0 | $0 | $0 |
| COLTON FREIBERG | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEN HAMMAN | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DALE HUSTEDT | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR (TERMED AUG) | 1.00 | $0 | $0 | $0 |
| WILLIAM KLINGBEIL | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH VAN DER BERG | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RANDI WERNER | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON TROXELL | ||||||||
| 135 SOUTH GIBSON ST | MEDFORD | WI | 54451 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,960,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,083,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,083,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $451,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,632,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,481,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,481,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,499 | TotalTaxAmt |
| Distributable Before Adj | $1,458,106 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,458,106 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,458,106 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $845,957 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $845,957 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,458,106 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,252 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $845,957 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,252 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $781,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $676,401 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMANDA LANGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S GIBSON ST | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7157487507 | RecipientPhoneNum |
| Recipient Email Address | AMANDA.LANGE@FULCRUMFOUND.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WEBSITE: HTTPS://WWW.FULCRUMFOUND.ORG/RFP-PROCESS-INFORMATION LETTERS OF INTEREST SHOULD INCLUDE THE FOLLOWING: -PROJECT SUMMARY STATEMENT -STATEMENT OF NEED THE "WHY" OF THE PROJECT -PROJECT ACTIVITY THE "WHAT AND "HOW" OF THE PROJECT -EXPECTED PROJECT OUTCOMES -CREDENTIALS WHY IS YOUR ORGANIZATION BEST POSITIONED TO CARRY OUT THIS PROJECT? -BUDGET GENERAL DESCRIPTION OF THE PROJECT FUNDING NEEDS AND TOTAL AMOUNT REQUESTED -COPY OF ORGANIZATION'S MOST RECENT YEAR'S 990 TAX FILING TO FACILITATE THE REVIEW PROCESS, ONLY APPLICATIONS SUBMITTED CONTINUED: ELECTRONICALLY AS ATTACHMENTS VIA EMAIL TO AMANDA.LANGE@FULCRUMFOUND.ORG IF YOUR PROJECT IS SUCCESSFUL IN OUR PHASE I INITIAL REVIEW PROCESS, YOU WILL BE INVITED TO SUBMIT ADDITIONAL INFORMATION AND PRESENT YOUR IDEA IN PERSON IN PHASE II. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING AWARD: APRIL FALL AWARD: OCTOBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS MAY NOT BE USED FOR: -ENTERTAINMENT OR ALCOHOLIC BEVERAGES -LOBBYING -PROJECTS CONDUCTED OUTSIDE OF THE FULCRUM FOUNDATION SERVICE AREA (RESIDENTS OF TAYLOR COUNTY, THE SOUTHERN HALF OF PRICE COUNTY OR WITHIN 25 MILES OF MEDFORD, WISCONSIN) -REIMBURSEMENT SOLELY FOR PATIENT CARE OR CLINICAL SERVICE DELIVERY -SUPPLANTING FUNDS OR RESOURCES THAT ARE AVAILABLE FROM OTHER SOURCES -INDIRECT COSTS SUCH AS ONGOING OPERATING EXPENSES OF AN ORGANIZATION'S ROUTINE FUNCTIONS AND PRINCIPAL PROGRAMS OR DEBT REDUCTION (UNLESS THERE IS AN ACCEPTABLE SUSTAINABILITY PLAN ACCOMPANYING THE REQUEST) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPIRUS MEDFORD HOSPITAL & CLINICS INC | |||||||
| 135 SOUTH GIBSON | MEDFORD | WI | 54451 | N/A | PC | UPDATE CANCER SPACE | $100,000 |
| VILLAGE OF PRENTICE | |||||||
| 403 CENTER ST | PRENTICE | WI | 54556 | N/A | GOV | PLAYGROUND | $100,000 |
| SCHOOL DISTRICT OF PHILLIPS | |||||||
| 990 FLAMBEAU AVE | PHILLIPS | WI | 54555 | N/A | GOV | SCHOOL FOREST BUILDING | $100,000 |
| MEDFORD AREA FOR TOMORROW | |||||||
| 311 S 2ND ST | MEDFORD | WI | 54451 | N/A | PC | OUR VILLAGE PLAYGROUND PHASE II | $80,000 |
| TAYLOR COUNTY SUPPORTIVE HOUSING | |||||||
| PO BOX 471 | MEDFORD | WI | 54451 | N/A | PC | CASE MANAGER POSITION | $70,700 |
| TAYLOR COUNTY FIRST RESPONDERS | |||||||
| W4027 STETSON AVE | STETSONVILLE | WI | 54480 | N/A | PC | RADIOS | $63,000 |
| GILMAN RURAL FIRE DEPT | |||||||
| 315 E MC SLOY ST | GILMAN | WI | 54433 | N/A | GOV | SCBA GEAR | $62,300 |
| GILMAN SCHOOL DISTRICT | |||||||
| 325 N 5TH AVE | GILMAN | WI | 54433 | N/A | GOV | BASEBALL/SOFTBALL FACILITY IMPROVEMENTS | $40,000 |
| TOWN OF WESTBORO | |||||||
| N8855 2ND ST | WESTBORO | WI | 54490 | N/A | GOV | BASEBALL FIELD IMPROVEMENTS | $40,000 |
| RIB LAKE SCHOOL DISTRICT | |||||||
| 1236 KENNEDY ST | RIB LAKE | WI | 54470 | N/A | GOV | FITNESS CENTER EQUIPMENT/FURNISHINGS | $36,000 |
| HUEYS HIDEAWAY CHILDRENS MUSEUM | |||||||
| 317 S MAIN ST | MEDFORD | WI | 54451 | N/A | PC | FACILITY IMPROVEMENTS | $32,000 |
| STETSONVILLE FIRE DEPARTMENT | |||||||
| 532 E COUNTY RD | STETSONVILLE | WI | 54480 | N/A | GOV | SCBA EQUIPMENT | $30,000 |
| TOWN OF JUMP RIVER | |||||||
| W14823 RIVER ST | SHELDON | WI | 54766 | N/A | GOV | CENTER RENOVATION | $25,000 |
| MEDFORD AREA SCHOOL DISTRICT | |||||||
| 124 W STATE ST | MEDFORD | WI | 54451 | N/A | GOV | MEALS IN A BACKPACK | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $804,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $494 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $897,611 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $793,943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,692,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,692,048 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN INSTL | $1,946,349 | $1,946,349 |
| PIMCO COMMODITIES PLUS STRATEGY INSTL | $699,452 | $699,452 |
| VANGUARD TOTAL BOND MARKET INSTL | $1,869,299 | $1,869,299 |
| LOOMIS SAYLES INVST GRADE BOND CL Y | $2,110,346 | $2,110,346 |
| LORD ABBETT FLOATING RATE FUND CL F3 | $474,320 | $474,320 |
| JPMORGAN CORE PLUS BOND CLASS I | $1,977,867 | $1,977,867 |
| DODGE & COX GLOBAL BOND FUND CL I | $1,126,445 | $1,126,445 |
| BAIRD INTER BOND FD INSTL CL | $884,001 | $884,001 |
| MFS EMERGING MARKETS DEBT FUND CL R6 | $1,599,360 | $1,599,360 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB LARGE CAP GROWTH ADVISOR CLASS | $1,216,185 | $1,216,185 |
| MFS MID CAP GROWTH FUND CL R6 | $1,000,790 | $1,000,790 |
| JPMORGAN U.S. EQUITY FUND CLASS R6 | $1,404,631 | $1,404,631 |
| MORGAN STANLEY INTL ADVANTAGE CL I | $531,182 | $531,182 |
| JOHN HANCOCK DISCIPLINED VALUE MIDCAP I | $889,862 | $889,862 |
| TRANSAMERICA INTL EQUITY CL I | $415,523 | $415,523 |
| MFS INTERNATIONAL EQUITY FUND CL R6 | $430,857 | $430,857 |
| VANGUARD EQUITY INCOME ADMIRAL FD | $1,220,042 | $1,220,042 |
| FIDELITY LARGE CAP GROWTH INDEX FUND | $1,319,611 | $1,319,611 |
| DODGE & COX STOCK CL I | $1,271,208 | $1,271,208 |
| DODGE & COX INTERNATL STOCK CL I | $440,092 | $440,092 |
| VANGUARD S&P SMALL-CAP 600 INDEX ISNTL | $1,402,837 | $1,402,837 |
| CAUSEWAY EMERGING MARKETS FUND - INSTL | $446,280 | $446,280 |
| VANGUARD TOTAL STOCK MARKET INSTL | $1,390,046 | $1,390,046 |
| FID ADV EMERGING MARKETS FUND CL Z | $446,181 | $446,181 |
| MFS INERNATIOAL INTRINSIC VALUE R6 | $761,723 | $761,723 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES TR US TREAS BD ETF | FMV | $701,561 | $701,561 |
| ISHARES TR MSCI USA QLT FCT | FMV | $1,324,682 | $1,324,682 |
| SCHWAB US DIVIDEND EQUITY ETF | FMV | $1,217,911 | $1,217,911 |
| FIMM GOVERNMENT PORTFOLIO: INSTL CL | FMV | $1,583 | $1,583 |
| FIDELITY GOVERNMENT CASH RESERVES | FMV | $21,361 | $21,361 |
| WISDOMTREE TR FLOATNG RAT TREA | FMV | $370,106 | $370,106 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $21,431 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $3,644 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,644 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,180,006 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $36,800 | $1,020 | $35,780 |
| CONTRACT AND CONSULTING SERVICES | $2,980 | $447 | $2,533 |