STRATEGY STUDIO / PUBLIC DATA EXPLORER

MONTICELLO FOUNDATION INC: Form 990EZ, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MONTICELLO FOUNDATION INC (EIN 39-1806015)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-03-01
IRS object ID
201200619349200380
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-03-01T08:28:37-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HARVEY W KUBLY CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 695AddressLine1
CityMONTICELLOCity
StateWIState
ZIP Code53570ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391806015EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MONTICELLO FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMONTNameControl
Phone6089384201Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 636AddressLine1
CityMONTICELLOCity
StateWIState
ZIP Code53570ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCAROL CASEY KUBLYName
TitleTREASURERTitle
Phone6089384201Phone
Date Signed2012-03-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameHARVEY W KUBLY CPAName
Phone6089384610Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteN/AWebSite
Organization501c3XOrganization501c3
Gross Receipts Less Than25000XGrossReceiptsLessThan25000
Gross Receipts54603GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc22019ContributionsGiftsGrantsEtc
Gross Amount From Sale Of Assets3162GrossAmountFromSaleOfAssets
Cost Other Basis And Sales Expenses3162CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets0GainOrLossFromSaleOfAssets
Fundraising Gross Income12110FundraisingGrossIncome
Special Events Direct Expenses7319SpecialEventsDirectExpenses
Special Events Net Income Loss4791SpecialEventsNetIncomeLoss
Other Revenue Total17312OtherRevenueTotal
Total Revenue44122TotalRevenue
Grants And Similar Amounts Paid19000GrantsAndSimilarAmountsPaid
Salaries Other Comp Empl Benefits800SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors775FeesAndOthPymtToIndContractors
Printing Publications Postage493PrintingPublicationsPostage
Other Expenses Total100OtherExpensesTotal
Total Expenses21168TotalExpenses
Excess Or Deficit For Year22954ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY379077NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY402031NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY2986BOY
EOY5465EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY394441BOY
EOY423816EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY397427BOY
EOY429281EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY18350BOY
EOY27250EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY379077BOY
EOY402031EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeTO RAISE MONEY TO PROVIDE SCHOLARSHIPS FOR GRADUATES OF MONTICELLO HIGH SCHOOLPrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomPROVIDED SCHOLARSHIPS TO MHS GRADUATESDescriptionProgramServiceAccom
Grants And Allocations19000GrantsAndAllocations
Program Service Expenses0ProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CATHY SENNETT
511 MONTESIAN CTMONTICELLOWI53570TREASURER2.0040000
CAROL KUBLY
W3796 CTY EEMONTICELLOWI53570DIRECTOR0.00000
MARCIA VOSS
410 S MAIN ST PO BOX 423MONTICELLOWI53570DIRECTOR0.00000
RUSSELL QUINN
W6164 RON HILL LNMONTICELLOWI53570VICE PRESIDENT0.00000
KEITH HOESLY
2107 8TH STMONROEWI53566DIRECTOR0.00000
LLINN LEDERMAN
345 URBAN RDMONTICELLOWI53570DIRECTOR0.00000
JEAN MCMANNES
544 EISENHOWER CTMONTICELLOWI53570SECRETARY2.0040000
MARK WITTENWYLER
W4586 WITTENWYLER RDMONTICELLOWI53570DIRECTOR0.00000
ELMER LEMON
309 CHEYENE TRAILMADISONWI53705PRESIDENT0.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CAROL CASEY KUBLYBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1W3796 CTY HWY EEAddressLine1
CityMONTICELLOCity
StateWIState
ZIP Code53570ZIPCode
FieldValueIRS element (for citing)
Telephone Number6089384543TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction With Control Entity0TransactionWithControlEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4764CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7030CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4724CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8603CurrentTaxYearMinus1Year
Current Tax Year22019CurrentTaxYear
Total47140Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4764CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7030CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4724CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8603CurrentTaxYearMinus1Year
Current Tax Year22019CurrentTaxYear
Total47140Total
FieldValueIRS element (for citing)
Public Support Total17047140PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11673CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years12553CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14620CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10344CurrentTaxYearMinus1Year
Current Tax Year16704CurrentTaxYear
Total65894Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3802CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5542CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6641CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8382CurrentTaxYearMinus1Year
Current Tax Year12110CurrentTaxYear
Total36477Total
FieldValueIRS element (for citing)
Total Support149511TotalSupport
Public Support Pertcentage1700.31530PublicSupportPertcentage170
Public Support Pertcent Prior Year0.60290PublicSupportPertcentPriorYear
Thirty Three Percnt Tests PY170XThirtyThreePercntTestsPY170

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (15 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER REVENUEFORM 990-EZ, PART I, LINE 8DESCRIPTION: PRIMEVEST-INTEREST. AMOUNT: 1,041. DESCRIPTION: PRIMEVEST-DIVIDENDS. AMOUNT: 12,015. DESCRIPTION: PRIMEVEST CAP GAINS. AMOUNT: 3,055. DESCRIPTION: BANK OF MONTICELLO CD INTEREST #45118. AMOUNT: 85. DESCRIPTION: BANK OF MONTICELLO CD INTEREST #56500 . AMOUNT: 508. DESCRIPTION: SWEENY SCHOLARSHIP NOT COLLECTED. AMOUNT: 600. DESCRIPTION: PRIMEVEST MM INT. AMOUNT: 8. TOTAL TO FORM 990-EZ, LINE 8: 17,312.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KENNETH SWANN. GRANTEE ADDRESS: 563 S. MAIN ST. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TAYLOR PFEUTI. GRANTEE ADDRESS: N3526 AEBLY RD MONROE, WI 53566. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: COREY MC GOWAN. GRANTEE ADDRESS: W5385 HEFTY RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TAYLOR KLITZKE. GRANTEE ADDRESS: 334 S. MAIN ST. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SARA SILVER. GRANTEE ADDRESS: N6585 SILVER ROAD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JOSHUA LOVE. GRANTEE ADDRESS: N6822 FIELD WOOD CT MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TYLER RITSCHARD. GRANTEE ADDRESS: N5797 FAIRVIEW RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: COLE HENNING. GRANTEE ADDRESS: 532 S. MAIN MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JUSTINE ATKINSON. GRANTEE ADDRESS: 706 JOHNSON ST. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: RAVEN FOULKER. GRANTEE ADDRESS: 720 E. COATES AVE. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: COURTNEY ERB. GRANTEE ADDRESS: W5336 FAIRVIEW RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KATIE MARTI. GRANTEE ADDRESS: 302 S. EAST ST. ALBANY, WI 53502. AMOUNT GIVEN: 1,750. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,000.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: LICENSE. AMOUNT: 10. DESCRIPTION: ADVERTISING. AMOUNT: 50. DESCRIPTION: MISC.. AMOUNT: 40. TOTAL TO FORM 990-EZ, LINE 16: 100.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: CD- BANK OF MONTICELLO #45118. BEG. OF YEAR AMOUNT: 8,683. END OF YEAR AMOUNT: 4,292. DESCRIPTION: CD- LEHMAN BROS. BEG. OF YEAR AMOUNT: 25,000. END OF YEAR AMOUNT: 0. DESCRIPTION: 500 SHS WALGREEN. BEG. OF YEAR AMOUNT: 18,335. END OF YEAR AMOUNT: 18,335. DESCRIPTION: 363 SHS ALLIANCE BER UTILITY INC. BEG. OF YEAR AMOUNT: 6,220. END OF YEAR AMOUNT: 6,220. 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: 0. 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: 3,692. END OF YEAR AMOUNT: 1,801. DESCRIPTION: PIMCO TOTAL RETURN A. BEG. OF YEAR AMOUNT: 60,000. END OF YEAR AMOUNT: 85,000. DESCRIPTION: I SHARES BANCLAYS TIPS BOND. BEG. OF YEAR AMOUNT: 14,936. 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: 15,491. END OF YEAR AMOUNT: 15,999. DESCRIPTION: 500 SHS KRAFT FOODS. BEG. OF YEAR AMOUNT: 14,030. END OF YEAR AMOUNT: 14,030. DESCRIPTION: 160 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: 0. END OF YEAR AMOUNT: 9,953. DESCRIPTION: 300 SHS KRAFT FOODS (8/9/10). BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,071.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.Declaration