ELWYN REMINGTON FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ELWYN REMINGTON FOUNDATION INC (EIN 39-1633403)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-13
- IRS object ID
- 201200739349100210
- Schema version
- 2011v1.2
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-13T16:14:58-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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-TREASURER | Title |
| Phone | 7158454336 | Phone |
| Date Signed | 2012-03-07 | 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 | 2011 | 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 | 4906168 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4288732 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 79823 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 79823 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -46881 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 323158 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4321674 | TotalRevenueAndExpenses |
| Total Net Investment Income | 79823 | 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 | 1360 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1360 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1194 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1194 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 38929 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 38929 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7845 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3537 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 2431 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2431 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 102 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 92 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 51861 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 42558 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4995 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 80861 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 42558 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 33995 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4240813 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 37265 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 640 | CashBOY |
| Cash EOY | 795 | CashEOY |
| Cash EOYFMV | 795 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 414735 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 111139 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 111139 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 29063 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 199511 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 196497 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 98305 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2471100 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2544698 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 39793 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1955945 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1975049 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 74567 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 67698 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 10292 | OtherAssetsEOY |
| Other Assets EOYFMV | 10292 | OtherAssetsEOYFMV |
| Total Assets BOY | 582536 | TotalAssetsBOY |
| Total Assets EOY | 4823349 | TotalAssetsEOY |
| Total Assets EOYFMV | 4906168 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 582536 | CapitalStockBOY |
| Capital Stock EOY | 4823349 | 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 | 582536 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4823349 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 582536 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4823349 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 582536 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4240813 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4823349 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4823349 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| BP PLC | 2010-04-23 | 2011-05-27 | 14803 | 19282 | -4479 | -4479 | |
| CALGON CARBON CORP | 2010-04-23 | 2011-03-24 | 29047 | 34950 | -5903 | -5903 | |
| CALGON CARBON CORP | 2010-09-10 | 2011-03-24 | 14524 | 12727 | 1797 | 1797 | |
| COMPANHIA DE SANEAMENTO BASICO | 2010-12-29 | 2011-03-24 | 27315 | 24942 | 2373 | 2373 | |
| COMPANHIA DE SANEAMENTO BASICO | 2010-12-29 | 2011-03-24 | 16389 | 15456 | 933 | 933 | |
| DEERE & CO | 2010-12-10 | 2011-12-29 | 3083 | 3280 | -197 | -197 | |
| DEERE & CO | 2010-04-23 | 2011-12-29 | 12333 | 9800 | 2533 | 2533 | |
| INTEL CORP | 2003-12-23 | 2011-03-24 | 407 | 618 | -211 | -211 | |
| INTEL CORP | 2005-12-01 | 2011-03-24 | 407 | 542 | -135 | -135 | |
| INTEL CORP | 2005-07-29 | 2011-03-24 | 1019 | 1368 | -349 | -349 | |
| INTEL CORP | 2004-10-04 | 2011-03-24 | 509 | 533 | -24 | -24 | |
| INTEL CORP | 2004-08-05 | 2011-03-24 | 509 | 594 | -85 | -85 | |
| INTEL CORP | 2004-03-05 | 2011-03-24 | 204 | 292 | -88 | -88 | |
| INTEL CORP | 2004-03-29 | 2011-03-24 | 917 | 1256 | -339 | -339 | |
| ITRON INC | 2010-12-10 | 2011-09-29 | 3273 | 4218 | -945 | -945 | |
| LIFE TECHNOLOGIES CORP | 2010-04-23 | 2011-08-26 | 34632 | 46872 | -12240 | -12240 | |
| NIKO RESOURCES LTD | 2004-01-29 | 2011-04-28 | 2173 | 617 | 1556 | 1556 | |
| NIKO RESOURCES LTD | 2010-04-23 | 2011-04-28 | 34771 | 44729 | -9958 | -9958 | |
| NIKO RESOURCES LTD | 2010-12-10 | 2011-04-28 | 3477 | 3849 | -372 | -372 | |
| PERRIGO CO | 2010-04-23 | 2011-12-29 | 19736 | 12049 | 7687 | 7687 | |
| US TREASURY NTS | 2006-05-03 | 2011-03-31 | 10000 | 9938 | 62 | 62 | |
| US TREASURY NTS | 2006-07-31 | 2011-06-30 | 9000 | 9103 | -103 | -103 | |
| VESTAS WIND SYSTEMS | 2010-04-23 | 2011-10-31 | 9546 | 36597 | -27051 | -27051 | |
| VESTAS WIND SYSTEMS | 2010-12-10 | 2011-10-31 | 1114 | 2120 | -1006 | -1006 | |
| VESTAS WIND SYSTEMS | 2004-08-05 | 2011-10-31 | 477 | 402 | 75 | 75 | |
| VESTAS WIND SYSTEMS | 2006-01-31 | 2011-10-31 | 318 | 401 | -83 | -83 | |
| VESTAS WIND SYSTEMS | 2011-05-31 | 2011-10-31 | 7637 | 13706 | -6069 | -6069 | |
| AUSTRALIAN GOVT | 2010-04-23 | 2011-06-15 | 52745 | 47005 | 5740 | 5740 | |
| REAL ESTATE | 2011-04-26 | 2011-06-30 | 12793 | 12793 | 0 | 0 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -46881 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19814 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 510996 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038775 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 18988 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 431133 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044042 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 19489 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 405826 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048023 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 19702 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 439905 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044787 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23949 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 435939 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054937 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.230564 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046113 | AverageDistributionRatio |
| Net Noncharitable Assets | 4400950 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 202941 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 373 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 203314 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 33995 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 745 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 745 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 745 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2160 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2160 | TotalCreditsAndPayments |
| Overpayment | 1415 | Overpayment |
| Amount Credited To Next Year | 1415 | 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 | 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 (7 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 |
| MATTHEW SHINNERS | ||||||||
| 3347 CORTLAND LANE | ANTIGO | WI | 54409 | 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 | 3644489 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 742570 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 80911 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4467970 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4467970 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 67020 | CashDeemedCharitable |
| Net Noncharitable Assets | 4400950 | NetNoncharitableAssets |
| Minimum Investment Return | 220048 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 220048 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 745 | TaxBasedOnInvestmentIncome |
| Total Tax | 745 | TotalTax |
| Distributable Amount Before Adj | 219303 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 219303 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 219303 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 33995 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 33995 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 33995 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 219303 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 785 | ExcessDistriCarryoverYear5 |
| Total Excess Distri Carryover | 785 | TotalExcessDistriCarryover |
| Qualifying Distributions | 33995 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33995 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 785 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 785 | 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 | 184523 | 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) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WOLF RIVER VOLUNTEER FIRE DEPT | |||||||
| N4393 BLUE GOOSE DRIVE | WHITE LAKE | WI | 54491 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT | $5,000 |
| NORTHCENTRAL TECHNICAL COLLEGE | |||||||
| 1000 W CAMPUS DRIVE | WAUSAU | WI | 54401 | N/A | SCHOOL | SCHOLARSHIPSCHOLARSHIP | $1,000 |
| 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 |
| UNIV OF WI-MARATHON COUNTY | |||||||
| 518 S 7TH AVENUE | WAUSAU | WI | 54401 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| UNIV OF WI-STEVENS POINT | |||||||
| 102 STUDENT SERVICES CENTER | STEVENS POINT | WI | 54481 | N/A | SCHOOL | SCHOLARSHIP | $1,000 |
| UNIV OF WI-RIVER FALLS | |||||||
| 410 S 3RD STREET | RIVER FALLS | WI | 54402 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| NORTHEAST WISCONSIN TECHNICAL COLLEGE | |||||||
| 2740 WEST MASON STREET | GREEN BAY | WI | 54307 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| MARQUETTE UNIVERSITY | |||||||
| 1250 W WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | N/A | SCHOOL | SCHOLARSHIP | $500 |
| CLARA R MCKENNA AQUATIC CENTER | |||||||
| 111 WESTERN AVENUE | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | PUBLIC IMPROVEMENT | $10,000 |
| CITY OF ANTIGO | |||||||
| 700 EDISON STREET | ANTIGO | WI | 54409 | N/A | GOVERNMENTAL AGENCY | PUBLIC IMPROVEMENT | $2,000 |
| BOYS & GIRLS CLUB OF LANGLADE COUNTY INC | |||||||
| 411 SUPERIOR STREET | ANTIGO | WI | 54409 | N/A | OTHER PUBLIC CHARITY | TECHNOLOGY & SUMMER PROGRAM GRANT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29000 | 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 | $79,823 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$46,881 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $32,942 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32942 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELWYN J REMINGTON REVOCABLE ADMIN TRUST | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8050 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 544020850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4288732 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | CASH $1,682,113MARKETABLE SECURITIES $2,519,259REAL ESTATE $87,360 | NoncashPropertyDescription |
| Fair Market Value | 4288732 | FairMarketValue |
| Date Received | 2011-02-25 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,194 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1194 | 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 | 1955945 | EOYBookValue |
| EOYFMV | 1975049 | 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 | 2471100 | EOYBookValue |
| EOYFMV | 2544698 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 199511 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 196497 | 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 | 67698 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,360 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1360 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNSETTLED INVESTMENT TRANSACTIONS | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 10292 | EOYBookValue |
| EOYFMV | 10292 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL REPORT FEE | 10 | 0 | 10 |
| ADR FEES | 32 | 32 | 0 |
| REAL ESTATE EXPENSES | 60 | 60 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FIDUCIARY FEES | $32,271 | 32271 | 0 |
| INVESTMENT ADVISORY FEES | $6,658 | 6658 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELWYN J REMINGTON REVOCABLE ADMIN TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8050 | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 544020850 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAXES | $4,308 | 0 | 0 |
| FOREIGN W/H TAXES | $3,537 | 3537 | 0 |