WILLIAM H PHIPPS FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM H PHIPPS FOUNDATION (EIN 39-6043312)
- Tax period
- 2009-05-01 to 2010-04-30
- Filed
- 2011-12-30
- IRS object ID
- 201240619349100109
- Schema version
- 2009v1.3
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-30T12:46:53-06:00 | Timestamp |
| Tax Period End Date | 2010-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER & EICHSTAEDT CPA'S LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 6TH STREET NORTH | AddressLine1 |
| City | HUDSON | City |
| State | WI | State |
| ZIP Code | 54016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396043312 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H PHIPPS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 7153863352 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653 | AddressLine1 |
| City | HUDSON | City |
| State | WI | State |
| ZIP Code | 54016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN CLYMER | Name |
| Title | SECRETARY | Title |
| Phone | 7153863352 | Phone |
| Date Signed | 2010-09-30 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA BUTLER | Name |
| Phone | 7153865166 | Phone |
| Date Prepared | 2010-09-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 6866656 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 86621 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 86621 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 87858 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 87858 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 115385 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4968467 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 115385 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 11001 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2255 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 300865 | TotalRevenueAndExpenses |
| Total Net Investment Income | 292119 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 650 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 650 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 66255 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 33128 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 33127 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4632 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2632 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 2638 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 403 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2235 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 74825 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 36813 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 36012 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 348000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 348000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 422825 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 36813 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 384012 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -121960 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 255306 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 326192 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 236519 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 236519 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 296612 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 548148 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 546256 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 4373021 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4015291 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4682439 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1218801 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1268094 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1307972 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 54683 | InvestmentsOtherBOY |
| Investments Other EOY | 79297 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 93470 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6269309 | TotalAssetsBOY |
| Total Assets EOY | 6147349 | TotalAssetsEOY |
| Total Assets EOYFMV | 6866656 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 6269309 | UnrestrictedBOY |
| Unrestricted EOY | 6147349 | UnrestrictedEOY |
| Total Net Assets BOY | 6269309 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6147349 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6269309 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6147349 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6269309 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -121960 | ExcessOfRevenueOverExpenses |
| Subtotal | 6147349 | Subtotal |
| Total Net Assets Fund Balances EOY | 6147349 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2009-12-31 | DateAcquired |
| Date Sold | 2009-12-31 | DateSold |
| Gross Sales Price | 4968467 | GrossSalesPrice |
| Cost Or Other Basis | 4853082 | CostOrOtherBasis |
| Gain Or Loss | 115385 | GainOrLoss |
| Gains Minus Excess Or Losses | 115385 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 115385 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 115385 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 390061 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6830008 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057110 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 398507 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8216189 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048503 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 293600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8844576 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033195 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 367129 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6714483 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054677 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 418629 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7625015 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054902 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248387 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049677 | AverageDistributionRatio |
| Net Noncharitable Assets | 6165364 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 306277 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2553 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 308830 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 384012 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2553 | InvestmentIncomeExciseTax |
| Subtotal | 2553 | Subtotal |
| Tax Based On Investment Income | 2553 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3872 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3872 | TotalCreditsAndPayments |
| Overpayment | 1319 | Overpayment |
| Amount Credited To Next Year | 1319 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WELLS FARGO PRIVATE BK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6123164112 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N9307-101 7900 XERXES | AddressLine1 |
| Address Line2 | 7900 XERXES AVENUE SOUTH | AddressLine2 |
| City | BLOOMINGTON | City |
| State | MN | State |
| ZIP Code | 55431 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK E NAGEL | ||||||||
| 289 MAYER ROAD | HUDSON | WI | 54016 | DIR & PRES | 000.00 | 0 | 0 | 0 |
| KEN HEISER | ||||||||
| 100 PROEHLS TRAIL | HUDSON | WI | 54016 | DIRECTOR | 000.00 | 0 | 0 | 0 |
| GORDON ANDERSON | ||||||||
| 1357 FREAR STREET | HUDSON | WI | 54016 | DIR & V.PRES | 000.00 | 0 | 0 | 0 |
| JOHN CLYMER | ||||||||
| 829 THIRD STREET | HUDSON | WI | 54016 | DIR & SEC | 000.00 | 0 | 0 | 0 |
| JAMES STEEL | ||||||||
| 1032 FOURTH STREET | HUDSON | WI | 54016 | DIR & TREAS | 000.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5914802 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 281356 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 63095 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6259253 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 6259253 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 93889 | CashDeemedCharitable |
| Net Noncharitable Assets | 6165364 | NetNoncharitableAssets |
| Minimum Investment Return | 308268 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 308268 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2553 | TaxBasedOnInvestmentIncome |
| Total Tax | 2553 | TotalTax |
| Distributable Amount Before Adj | 305715 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 305715 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 305715 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 384012 | ExpensesAndContributions |
| Qualifying Distributions | 384012 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2553 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 381459 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 305715 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 56710 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 40600 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 113742 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 53439 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 264491 | TotalExcessDistriCarryover |
| Qualifying Distributions | 384012 | QualifyingDistributions |
| Applied To Current Year | 305715 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 78297 | RemainingDistriFromCorpus |
| Total Corpus | 342788 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 56710 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 286078 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 40600 | ExcessFromYear4 |
| Excess From Year2 | 113742 | ExcessFromYear2 |
| Excess From Year1 | 53439 | ExcessFromYear1 |
| Excess From Current Year | 78297 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WILLIAM H PHIPPS FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653 | AddressLine1 |
| City | HUDSON | City |
| State | WI | State |
| ZIP Code | 54016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7153863352 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS FOR GRANTS MAY BE SUBMITTED IN THE FORM OF A LETTER OUTLINING THE NATURE OF THE REQUEST AND A COPY OF THE APPLICANT'S INTERNAL REVENUE SERVICE EXEMPTION LETTER. | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | FOUNDATION AWARDS ARE LIMITED TO PROMOTING AND ADMINISTERING CHARITABLE, BENEVOLENT, EDUCATIONAL AND RELIGIOUS AIM AND THE PROMOTION OF CULTURAL ADVANTAGES WITHIN THE STATE OF WISCONSIN, AND PARTICULARLY ST CROIX COUNTY, WISCONSIN. THE AWARDS THAT ARE GIVEN TO MINNESOTA ORGANIZATIONS ARE FOR SPECIFIC ACTIVITIES WITHIN WISCONSIN AND PARTICULARLY ST CROIX COUNTY. THE FOUNDATION MAY MAKE GRANTS TO THE HUDSON WISCONSIN AREA SCHOOL DISTRICT FOR SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| YMCA | ||||||||
| YMCA | 532 COUNTY ROAD F | 532 COUNTY RD F | HUDSON | WI | 54016 | PUBLIC CHAR | ANNUAL SUPPORT | $41,000 |
| TURNING POINT | ||||||||
| TURNING POINT | 445 WEST JOHNSON | 445 WEST JOHNSON | RIVER FALLS | WI | 54002 | PUBLIC CHAR | FAMILIES IN CRISIS | $3,000 |
| ST CROIX VALLEY - SART | ||||||||
| ST CROIX VALLEY-SART | 516 2ND ST | 516 2ND ST | HUDSON | WI | 54016 | PUBLIC CHAR | ANNUAL SUPPORT | $15,000 |
| PHIPPS CENTER FOR THE ART | ||||||||
| PHIPPS CENTER FOR THE ARTS | 1ST LOCUST | 1ST LOCUST | HUDSON | WI | 54016 | PUBLIC CHAR | ANNUAL SUPPORT | $168,000 |
| MINNESOTA ORCHESTRA | ||||||||
| MINNESOTA ORCHESTRA | 1111 NICOLLET AVE | 1111 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | PUBLIC CHAR | SUPPORT ARTS | $10,000 |
| HUDSON SR HIGH SCHOOL | ||||||||
| HUDSON SR HIGH SCHOOL | 1501 VINE ST | 1501 VINE ST | HUDSON | WI | 54016 | PUBLIC CHAR | EDUCATION | $26,000 |
| HUDSON BOOSTERS INC | ||||||||
| HUDSON BOOSTERS INC | PO BOX 354 | PO BOX 354 | HUDSON | WI | 54016 | PUBLIC CHAR | SUPPORT CHILDREN | $32,000 |
| OPERATION HELP | ||||||||
| OPERATION HELP | 502 COUNTY ROAD UU | 502 COUNTY ROAD UU | HUDSON | WI | 54016 | PUBLIC CHAR | SOCIAL SERVICES | $3,000 |
| CHRISTIAN COMMUNITY CAMPU | ||||||||
| CHRISTIAN COMMUNITY CAMPUS | 1320 WISCONSIN STREET | 1320 WISCONSIN STREET | HUDSON | WI | 54016 | PUBLIC CHAR | COMMUNITY NEEDS | $30,000 |
| BRIDGE FOR YOUTH WITH DIS | ||||||||
| BRIDGE FOR YOUTH WITH DISABILITIES | PO BOX 1620 | PO BPX 1620 | HUDSON | WI | 54016 | PUBLIC CHAR | COMMUNITY NEEDS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 348000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 86621 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 87858 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 115385 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|
| MISC. INVESTMENT TRANSACTIONS | 2255 |
| CLASS ACTION SETTLEMENTS | 8746 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 300865 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 300865 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,300 | Amount |
| Net Investment Income | 650 | NetInvestmentIncome |
| Disbursements Charitable Prps | 650 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BOND INVESTMENTS | NameOfBond |
| EOY Book Value | 1268094 | EOYBookValue |
| EOYFMV | 1307972 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE EQUITY INVESTMENTS | NameOfStock |
| EOY Book Value | 4015291 | EOYBookValue |
| EOYFMV | 4682439 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 548148 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 546256 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE INVESTMENT TRUSTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 79297 | BookValue |
| EOYFMV | 93470 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| ADR FEES | 375 | 375 | |
| OFFICE SUPPLIES | 1192 | 1192 | |
| BIRKMOSE FUND | 1043 | 1043 | |
| DSF FEES | 28 | 28 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MISC. INVESTMENT TRANSACTIONS | 2255 | 2255 |
| CLASS ACTION SETTLEMENTS | 8746 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT/WELLS FARGO | Category |
| Amount | $66,255 | Amount |
| Net Investment Income | 33128 | NetInvestmentIncome |
| Disbursements Charitable Prps | 33127 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES PAID | $2,632 | 2632 |
| 2008 EXCISE TAXES | $2,000 |