EASTER FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EASTER FOUNDATION INC (EIN 20-0499778)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-02
- IRS object ID
- 201220629349100117
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-02T16:02:46-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200499778 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAST | NameControl |
| Phone | 9203368122 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 958 HICKORY AVENUE | AddressLine1 |
| City | DE PERE | City |
| State | WI | State |
| ZIP Code | 54115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE BELL | Name |
| Title | PRESIDENT | Title |
| Phone | 9203368122 | Phone |
| Date Signed | 2012-03-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN J STRNAD | Name |
| Phone | 9204367800 | Phone |
| Date Prepared | 2012-03-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4163151 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1504249 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 37940 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 37749 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 33490 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32988 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -11780 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1788959 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 664444 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1563899 | TotalRevenueAndExpenses |
| Total Net Investment Income | 735181 | 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 | 83 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 42 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 41 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11926 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15846 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15846 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30355 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17138 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1291 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31355 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17138 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2291 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1532544 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 718043 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 686 | CashBOY |
| Cash EOY | 1175 | CashEOY |
| Cash EOYFMV | 1175 | CashEOYFMV |
| Investments Corp Stock BOY | 1559818 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2683587 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3011778 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 723445 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1131731 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1150198 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2283949 | TotalAssetsBOY |
| Total Assets EOY | 3816493 | TotalAssetsEOY |
| Total Assets EOYFMV | 4163151 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2283949 | RetainedEarningsBOY |
| Retained Earnings EOY | 3816493 | RetainedEarningsEOY |
| Total Net Assets BOY | 2283949 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3816493 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2283949 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3816493 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2283949 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1532544 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3816493 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3816493 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 175664 | 192196 | -16532 | -16532 |
| PUBLICLY TRADED SECURITIES | P | 101519 | 101264 | 255 | 255 |
| PUBLICLY TRADED SECURITIES | D | 604923 | 325466 | 279457 | 279457 |
| PUBLICLY TRADED SECURITIES | D | 906853 | 505589 | 401264 | 401264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 664444 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13891 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1528940 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.009085 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 112728 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 687557 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.163954 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 94798 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 908753 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.104317 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 55382 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 810647 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068318 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53571 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 806131 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066454 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.412128 | TotalDistributionRatio |
| Average Distribution Ratio | 0.082426 | AverageDistributionRatio |
| Net Noncharitable Assets | 3237085 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 266820 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7180 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 274000 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2291 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 14361 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 14361 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 14361 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6840 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6840 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 7521 | TaxDue |
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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | BRUCE A BELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9203368122 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 958 HICKORY AVENUE | AddressLine1 |
| City | DE PERE | City |
| State | WI | State |
| ZIP Code | 54115 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE A BELL | ||||||||
| 958 HICKORY AVENUE | DE PERE | WI | 54115 | PRESIDENT/TREASURER | 0.25 | 0 | 0 | 0 |
| CAROL H BELL | ||||||||
| 958 HICKORY AVENUE | DE PERE | WI | 54115 | VICE PRESIDENT/SECRETARY | 0.25 | 0 | 0 | 0 |
| KARL A SCHMIDT | ||||||||
| 2085 SANDALWOOD COURT | GREEN BAY | WI | 54304 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| KAREN B SCHMIDT | ||||||||
| 2085 SANDALWOOD COURT | GREEN BAY | WI | 54304 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| WARREN C PFOHL | ||||||||
| 4440 BRICKYARD FALLS RD | MANLIUS | NY | 13104 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| BRENDA B PFOHL | ||||||||
| 4440 BRICKYARD FALLS RD | MANLIUS | NY | 13104 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| PAUL KEPPELER | ||||||||
| 6151 N SAND BEACH ROAD | OCONOMOWOC | WI | 53066 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| BETSY B KEPPELER | ||||||||
| 6151 N SAND BEACH ROAD | OCONOMOWOC | WI | 53066 | DIRECTOR | 0.25 | 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 | 3285645 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 736 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3286381 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3286381 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 49296 | CashDeemedCharitable |
| Net Noncharitable Assets | 3237085 | NetNoncharitableAssets |
| Minimum Investment Return | 161854 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 161854 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14361 | TaxBasedOnInvestmentIncome |
| Total Tax | 14361 | TotalTax |
| Distributable Amount Before Adj | 147493 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 147493 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 147493 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2291 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2291 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2291 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 147493 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 74585 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 74585 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2291 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2291 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 74585 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 74585 | 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 | 70617 | 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) |
|---|---|---|
| Contributing Manager | BRUCE A BELL | ContributingManager |
| Contributing Manager | CAROL H BELL | ContributingManager |
| Contributing Manager | KARL A SCHMIDT | ContributingManager |
| Contributing Manager | KAREN B SCHMIDT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPEPRINT | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 PEWTER LANE BLDG 8 | AddressLine1 |
| City | MANLIUS | City |
| State | NY | State |
| ZIP Code | 13104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | TO FUND CHARITABLE OBJECTIVES OF CHARITY | PurposeOfGrantOrContribution |
| Amount | $1,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,940 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,490 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$11,780 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $59,650 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 59650 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | BRUCE A CAROL H BELL | 958 HICKORY AVENUE | DE PERE | WI | 54115 | 1503249 | X | |
| 2 | WARREN BRENDA PFOHL FAMILY | 4440 BRICKYARD FALLS ROAD | MANLIUS | NY | 13104 | 1000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | PUBLICLY TRADED SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 1503249 | FairMarketValue |
| Date Received | 2010-12-23 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - SCHENCK | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (23 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ANHEUSER-BUSCH CO | 50775 | 55555 |
| BELLSOUTH CORP NT | 51825 | 55085 |
| BRISTOL MYERS SQUIBB | 55051 | 56374 |
| CAMPBELL SOUP CO | 60225 | 59914 |
| CATERPILLAR FINANCE SVS | 0 | 0 |
| CISCO SYSTEMS INC. SR NT | 54784 | 56851 |
| COCA COLA CO | 54900 | 57955 |
| COSTCO WHOLESALE CORP | 54419 | 51779 |
| HEWLETT PACKARD CO COM | 53200 | 51204 |
| IBM CORP NOTE | 52112 | 52848 |
| KELLOGG CO | 53463 | 54549 |
| MEDTRONIC INC SR | 55353 | 55526 |
| PROCTER & GAMBLE CO 4.950 | 26026 | 27987 |
| TARGET CORP NOTE | 50515 | 53156 |
| WALGREEN CO | 54165 | 55731 |
| GENERAL DYNAMICS | 53573 | 53355 |
| HOME DEPOT INC | 56230 | 55871 |
| MCDONALDS CORP MEDIUM TERM NT | 27003 | 26594 |
| PPG INDUSTRIES INC | 54374 | 53709 |
| PRAXAIR INC | 54621 | 55129 |
| UNITED TECHNOLOGIES CORP | 55379 | 55613 |
| AIRGAS INC | 49467 | 50856 |
| CONOCOPHILLIPS 4.75 | 54271 | 54557 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (63 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3M COMPANY | 0 | 0 |
| ADOBE SYSTEMS INC | 53507 | 48590 |
| AON CORP COM | 50709 | 60790 |
| APACHE CORP | 66956 | 75021 |
| APPLE COMPUTER | 60638 | 78882 |
| AUTODESK INC. | 47554 | 52303 |
| BANK OF NEW YORK MELLON CORP COM | 41446 | 35740 |
| BECTON DICKINSON & CO COM | 0 | 0 |
| BEST BUY CO | 45778 | 35807 |
| CELGENE CORP COM | 48188 | 50066 |
| CISCO SYSTEMS INC. | 0 | 0 |
| COGNIZANT TECH SOLUTIONS CORP | 60057 | 67840 |
| CONOCOPHILLIPS COM | 0 | 0 |
| COSTCO WHOLESALE CORP | 55632 | 68242 |
| DANAHER CORP | 73581 | 93792 |
| ECOLAB INC | 63079 | 75549 |
| EMC CORP MASS COM | 72397 | 101660 |
| EMERSON ELEC CO COM | 54370 | 61312 |
| EXPEDITORS INTL WASH INC | 62931 | 74737 |
| EXXON MOBIL CORP COM | 44544 | 52083 |
| FASTENAL COM | 63424 | 92494 |
| FIRSERV INC | 39637 | 46659 |
| FORTUNE BRANDS INC | 0 | 0 |
| GENERAL MILLS | 47062 | 49130 |
| GOLDMAN SACHS FINANCIAL | 55361 | 55361 |
| HEWLETT PACKARD CO COM | 0 | 0 |
| ILLINOIS TOOL WORKS INC | 60662 | 67788 |
| INTERNATIONAL BUSINESS MACHS COM | 60069 | 74624 |
| JOHNSON & JOHNSON | 0 | 0 |
| KOHLS CORP | 56736 | 51510 |
| L-3 COMMUN HOLDINGS INC | 57762 | 62090 |
| LOWES COS INC | 53015 | 49883 |
| MCDONALDS CORP COM | 45700 | 57338 |
| MEDCO HEALTH SOLUTIONS | 52980 | 47194 |
| MICROSOFT CORP | 0 | 0 |
| NUCOR CORP | 41586 | 35037 |
| ORACLE CORP COM | 42423 | 50188 |
| PAYCHEX INC | 44683 | 42547 |
| PEPSICO INC | 59129 | 66204 |
| PRAXAIR INC COM | 42815 | 51485 |
| PROCTER & GAMBLE CO | 58693 | 59756 |
| QUALCOMM INC | 61230 | 72407 |
| SCHEIN HENRY INC. COM | 50791 | 62641 |
| SMITH INTL INC. | 0 | 0 |
| SOUTHWESTERN ENERGY CO COM | 35464 | 36234 |
| STRYKER CORP | 42186 | 47539 |
| T ROWE PRICE GROUP | 53218 | 54306 |
| THERMO FISHER SCIENTIFIC | 41390 | 49902 |
| TJX COMPANIES INC. COM NEW | 38242 | 51479 |
| UNION PAC CORPCOM | 43408 | 53244 |
| UNITED PARCEL SERVICES INC | 43663 | 47405 |
| VERIZON COMMUNICATIONS | 49002 | 57148 |
| WALGREEN CO | 68246 | 75154 |
| BEMIS INC COM | 34376 | 37834 |
| C H ROBINSON WORLDWIDE INC NEW COM | 27588 | 31142 |
| CHEVRON CORP COM | 52457 | 66846 |
| INTUIT INC COM | 27542 | 29819 |
| JPMORGAN CHASE & CO COM | 28181 | 25997 |
| JOY GLOBAL INC COM | 42971 | 43334 |
| MANPOWER INC COM | 28935 | 22801 |
| SCHLUMBERGER LTD COM | 36428 | 47866 |
| JOHNSON CONTROLS | 40200 | 42910 |
| MICROCHIP TECHNOLOGY INC COM | 54965 | 64068 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - GODFREY AND KAHN | Category |
| Amount | $83 | Amount |
| Net Investment Income | 42 | NetInvestmentIncome |
| Disbursements Charitable Prps | 41 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FIDUCIARY FEES | 3203 | 3203 | 0 |
| MANAGEMENT FEES | 12643 | 12643 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | Category |
| Amount | $11,926 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |