PETERS FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PETERS FAMILY FOUNDATION INC (EIN 20-3962467)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201101339349102520
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T16:49:16-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTON GUNDERSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FRONTENAC AVE PO BOX 106 | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 544810106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203962467 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETE | NameControl |
| Phone | 7153416570 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 VIRGINIA CIRCLE | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 54481 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD PETERS | Name |
| Title | PRESIDENT | Title |
| Phone | 7153416570 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY E PETERSON CPA | Name |
| Phone | 7153444984 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 52996 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 23 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 1777 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1777 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2200 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 78297 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2200 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4000 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3977 | 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 |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 40 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 17 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 328 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 328 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1868 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 345 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41325 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41325 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 43193 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 345 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 41325 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -39193 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3632 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | -9882 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 490 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 490 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 62147 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 35095 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 40469 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 20000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 14321 | InvestmentsOtherBOY |
| Investments Other EOY | 11808 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12037 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 86586 | TotalAssetsBOY |
| Total Assets EOY | 47393 | TotalAssetsEOY |
| Total Assets EOYFMV | 52996 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 86586 | UnrestrictedBOY |
| Unrestricted EOY | 47393 | UnrestrictedEOY |
| Total Net Assets BOY | 86586 | TotalNetAssetsBOY |
| Total Net Assets EOY | 47393 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 86586 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 47393 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 86586 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -39193 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 47393 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 47393 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (63 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 308.008 TURNER LARGE CAP GROWTH EQUITY FUND CL I | P | 2009-06-10 | 2010-03-25 | 1500 | 1232 | 268 | 268 |
| 80 TURNER LARGE CAP GROWTH EQUITY FUND CL I | P | 2009-06-10 | 2010-04-05 | 400 | 320 | 80 | 80 |
| 40.519 TURNER LARGE CAP GROWTH EQUITY FUND CL I | P | 2009-10-05 | 2010-06-24 | 186 | 175 | 11 | 11 |
| 154.083 VANGUARD INFL-PROTECTED SECS | P | 2010-06-25 | 2010-11-03 | 2103 | 2000 | 103 | 103 |
| 0.583 VANGUARD INFL-PROTECTED SECS | P | 2010-06-29 | 2010-11-03 | 8 | 8 | 0 | 0 |
| 0.384 VANGUARD INFL-PROTECTED SECS | P | 2010-09-28 | 2010-11-03 | 5 | 5 | 0 | 0 |
| 4.144 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-01-04 | 2010-06-02 | 44 | 44 | 0 | 0 |
| 2.090 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-02-01 | 2010-06-02 | 22 | 22 | 0 | 0 |
| 0.952 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-03-01 | 2010-06-02 | 10 | 10 | 0 | 0 |
| 1.048 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-04-01 | 2010-06-02 | 11 | 11 | 0 | 0 |
| 17.694 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-04-05 | 2010-06-02 | 189 | 189 | 0 | 0 |
| 93.284 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-04-05 | 2010-07-02 | 1000 | 995 | 5 | 5 |
| 46.382 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-04-05 | 2010-07-28 | 500 | 495 | 5 | 5 |
| 217.523 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-04-05 | 2010-09-30 | 2364 | 2321 | 43 | 43 |
| 1.914 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-05-03 | 2010-09-30 | 21 | 21 | 0 | 0 |
| 376.648 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-05-18 | 2010-01-06 | 4000 | 3793 | 207 | 207 |
| 223.282 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-05-18 | 2010-01-13 | 2378 | 2248 | 130 | 130 |
| 3.425 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-06-01 | 2010-01-13 | 36 | 35 | 1 | 1 |
| 2.157 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-06-01 | 2010-09-30 | 23 | 23 | 0 | 0 |
| 238.388 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2010-06-25 | 2010-09-30 | 2591 | 2553 | 38 | 38 |
| 4.788 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-07-01 | 2010-01-13 | 51 | 49 | 2 | 2 |
| 4.476 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-08-03 | 2010-01-13 | 48 | 46 | 2 | 2 |
| 4.114 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-09-01 | 2010-01-13 | 44 | 43 | 1 | 1 |
| 3.057 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-10-01 | 2010-01-13 | 33 | 32 | 1 | 1 |
| 414.135 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-10-20 | 2010-01-13 | 4411 | 4382 | 29 | 29 |
| 342.009 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-10-20 | 2010-06-02 | 3649 | 3618 | 31 | 31 |
| 2.946 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-11-02 | 2010-06-02 | 31 | 31 | 0 | 0 |
| 4.000 VANGUARD SHORT TERM INVESTMENT GRADE | P | 2009-12-01 | 2010-06-02 | 43 | 43 | 0 | 0 |
| 57.960 ALLIANZ FDS NFJ SMALL CAP VALUE FD CL A | P | 2008-07-21 | 2010-04-05 | 1500 | 1663 | -163 | -163 |
| 31.017 ALLIANZ FDS NFJ SMALL CAP VALUE FD CL A | P | 2008-07-21 | 2010-06-24 | 750 | 890 | -140 | -140 |
| 15.589 ALLIANZ FDS NFJ SMALL CAP VALUE FD CL A | P | 2008-07-21 | 2010-12-31 | 445 | 447 | -2 | -2 |
| 0.085 ALLIANZ FDS NFJ SMALL CAP VALUE FD CL A | P | 2008-12-15 | 2010-12-31 | 2 | 2 | 0 | 0 |
| 1.845 ALLIANZ FDS NFJ SMALL CAP VALUE FD CL A | P | 2008-12-15 | 2010-12-31 | 53 | 33 | 20 | 20 |
| 114.943 AMCAP FUND CI F | P | 2008-07-18 | 2010-03-25 | 2000 | 1883 | 117 | 117 |
| 45.147 AMCAP FUND CI F | P | 2008-07-18 | 2010-04-05 | 800 | 740 | 60 | 60 |
| 87.766 AMCAP FUND CI F | P | 2008-07-18 | 2010-04-26 | 1600 | 1438 | 162 | 162 |
| 78.321 AMCAP FUND CI F2 | P | 2008-07-18 | 2010-06-24 | 1250 | 1290 | -40 | -40 |
| 14.249 AMCAP FUND CL F2 | P | 2008-07-18 | 2010-12-31 | 269 | 235 | 34 | 34 |
| 38.717 AMCAP FUND CI F2 | P | 2008-07-21 | 2010-12-31 | 731 | 636 | 95 | 95 |
| 52.966 ARTISAN FDS INC MID CAP VALUE FD INV SHS | P | 2008-07-18 | 2010-04-05 | 1000 | 943 | 57 | 57 |
| 42.589 ARTISAN FDS INC MID CAP VALUE FD INV SHS | P | 2008-07-18 | 2010-06-24 | 750 | 758 | -8 | -8 |
| 34.223 ASTON FUNDS MID CAP FD CL I | P | 2008-07-18 | 2010-04-05 | 1000 | 924 | 76 | 76 |
| 8.963 ASTON FUNDS MID CAP FD CL I | P | 2008-07-18 | 2010-04-26 | 270 | 242 | 28 | 28 |
| 18.776 ASTON FUNDS MID CAP FD CL I | P | 2008-07-18 | 2010-06-24 | 500 | 507 | -7 | -7 |
| 15.456 ASTON FUNDS MID CAP FD CL I | P | 2008-07-18 | 2010-12-31 | 500 | 417 | 83 | 83 |
| 98.103 BLACKROCK SMALL CAP GROWTH EQUITY I | P | 2009-07-08 | 2010-09-23 | 1940 | 1500 | 440 | 440 |
| 77.063 BLACKROCK SMALL CAP GROWTH EQUITY I | P | 2008-07-21 | 2010-04-05 | 1700 | 1692 | 8 | 8 |
| 25.786 BLACKROCK SMALL CAP GROWTH EQUITY I | P | 2008-07-21 | 2010-06-24 | 500 | 566 | -66 | -66 |
| 33.825 BLACKROCK SMALL CAP GROWTH EQUITY I | P | 2008-07-21 | 2010-09-23 | 669 | 742 | -73 | -73 |
| 29.053 CAPITAL WORLD GROWTH & INCOME CL F | P | 2008-07-21 | 2010-04-05 | 1000 | 1131 | -131 | -131 |
| 32.808 CAPITAL WORLD GROWTH & INCOME CL F | P | 2008-07-21 | 2010-06-24 | 1000 | 1277 | -277 | -277 |
| 28.003 CAPITAL WORLD GROWTH & INCOME CL F2 | P | 2008-07-21 | 2010-12-31 | 1000 | 1091 | -91 | -91 |
| 17.073 DODGE & COX STOCK FUND | P | 2008-07-18 | 2010-06-24 | 1574 | 1891 | -317 | -317 |
| 15.461 DODGE & COX STOCK FUND | P | 2008-07-21 | 2010-06-24 | 1426 | 1711 | -285 | -285 |
| 4.640 DODGE & COX STOCK FUND | P | 2008-07-21 | 2010-12-31 | 500 | 514 | -14 | -14 |
| 20,000 PROVIDENT BK BALTIMORE MD CD 4.3% DUE 7-23-10 | P | 2008-07-22 | 2010-06-24 | 20000 | 20000 | 0 | 0 |
| 286.992 TURNER LARGE CAP GROWTH EQUITY FUND CL I | P | 2009-06-10 | 2010-06-24 | 1314 | 1148 | 166 | 166 |
| 182.149 TURNER LARGE CAP GROWTH EQUITY FUND CL I | P | 2009-10-05 | 2010-12-31 | 1000 | 785 | 215 | 215 |
| 40.016 VANGUARD WINDSOR II FUND | P | 2008-07-18 | 2010-03-25 | 1000 | 1057 | -57 | -57 |
| 39.872 VANGUARD WINDSOR II FUND | P | 2008-07-18 | 2010-03-31 | 1000 | 1053 | -53 | -53 |
| 197.628 VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CL I | P | 2009-03-18 | 2010-04-05 | 1500 | 917 | 583 | 583 |
| 265.604 VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CL I | P | 2009-03-18 | 2010-06-24 | 2000 | 1230 | 770 | 770 |
| CAPITAL GAINS DIVIDENDS | P | 53 | 53 | 53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2200 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48077 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 98741 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.486900 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 53794 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 178656 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.301104 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 65807 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 242953 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.270863 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 45631 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 252116 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.180992 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 247517 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.239859 | TotalDistributionRatio |
| Average Distribution Ratio | 0.247972 | AverageDistributionRatio |
| Net Noncharitable Assets | 67765 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16804 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 36 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16840 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 41325 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 36 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 36 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 36 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 36 | 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 | KRISTINA PETERS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7153416570 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 VIRGINIA CIRCLE | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 54481 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTINA PETERS | ||||||||
| 145 VIRGINIA CIRCLE | STEVENS POINT | WI | 54481 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| DONALD E PETERS | ||||||||
| 145 VIRGINIA CIRCLE | STEVENS POINT | WI | 54481 | SECRETARY/TREASURER | 0.00 | 0 | 0 | 0 |
| REBECCA E PETERS | ||||||||
| 145 VIRGINIA CIRCLE | STEVENS POINT | WI | 54481 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MATTHEW C PETERS | ||||||||
| 145 VIRGINIA CIRCLE | STEVENS POINT | WI | 54481 | DIRECTOR | 0.00 | 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 | 67353 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1444 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 68797 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 68797 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1032 | CashDeemedCharitable |
| Net Noncharitable Assets | 67765 | NetNoncharitableAssets |
| Minimum Investment Return | 3388 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3388 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 36 | TaxBasedOnInvestmentIncome |
| Total Tax | 36 | TotalTax |
| Distributable Amount Before Adj | 3352 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3352 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3352 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 41325 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 41325 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 36 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 41289 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3352 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 32762 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 54233 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 44957 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 43186 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 175138 | TotalExcessDistriCarryover |
| Qualifying Distributions | 41325 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3352 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 37973 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 213111 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 213111 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 32762 | ExcessFromYear4 |
| Excess From Year3 | 54233 | ExcessFromYear3 |
| Excess From Year2 | 44957 | ExcessFromYear2 |
| Excess From Year1 | 43186 | ExcessFromYear1 |
| Excess From Current Year | 37973 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DON OR KRISTINA PETERS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 VIRGINIA CIRCLE | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 54481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7153416570 | RecipientPhoneNumber |
| Form And Info And Materials | VERBAL OR WRITTEN REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
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 |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 8556 COUNTY SS | AMHERST JUNCTION | WI | 54407 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| CARROLL COLLEGE | |||||||
| 100 N EAST AVE | WAUKESHA | WI | 53186 | NONE | PUBLIC CHARITY | GENERAL | $11,350 |
| CENTRAL WISCONSIN SYMPHONY ORCHESTRA | |||||||
| 1128 MAIN STREET | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | GENERAL | $1,700 |
| INTERFAITH VOLUNTEERS CAREGIVERS | |||||||
| 1100 CENTERPOINT DR 301 | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| PORTAGE COUNTY CULTURE FESTIVAL | |||||||
| PO BOX 739 | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| ST MICHAELS FOUNDATION | |||||||
| 900 ILLINOIS AVENUE | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | DENTAL CAMPAIGN | $5,000 |
| TRINITY LUTHERAN CHURCH | |||||||
| 1410 ROGERS STREET | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | GENERAL | $18,000 |
| UNITED WAY OF PORTAGE COUNTY | |||||||
| 1100 CENTERPOINT DR 301 | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| UWSP FOUNDATION | |||||||
| 2100 MAIN STREET | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | BACKCOURT CLUB HOLE SPONSOR FEE | $350 |
| UWSP FOUNDATION | |||||||
| 2100 MAIN STREET | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | L & S ENHANCEMENT FUND | $125 |
| YMCA FOUNDATION | |||||||
| 1000 DIVISION STREET | STEVENS POINT | WI | 54481 | NONE | PUBLIC CHARITY | STRONG KIDS CAMPAIGN | $1,000 |
| WISCONSIN PUBLIC RADIO | |||||||
| 518 S 7TH STREET | WAUSAU | WI | 54401 | NONE | PUBLIC CHARITY | DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41325 | 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 | $1,777 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,200 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,977 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3977 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | RBC - 310-20134 - CORPORATE | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | RBC - 310-20137 - EQUITIES | NameOfStock |
| EOY Book Value | 35095 | EOYBookValue |
| EOYFMV | 40469 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RBC - 310-20137 - OTHER | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 11808 | BookValue |
| EOYFMV | 12037 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Revenue And Expenses Per Books | 328 | RevenueAndExpensesPerBooks |
| Net Investment Income | 328 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $17 | 17 | 0 |
| FEDERAL TAXES PAID | $23 | 0 | 0 |