BENNE-FIT VALLEY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BENNE-FIT VALLEY FOUNDATION INC (EIN 46-4315166)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-23
- IRS object ID
- 202611139349100231
- Schema version
- 2025v4.1
- 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
- Applied To Prior Year Election
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T14:11:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464315166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNE-FIT VALLEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENN | BusinessNameControlTxt |
| Phone | 7152874159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N44783 COUNTY ROAD V | AddressLine1Txt |
| City | ELEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED LAWTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7152874159 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA SCHWEITZER CPA | PreparerPersonNm |
| PTIN | P01760010 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2026-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $728,790 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,637 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,555 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,192 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,678 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,677 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $833 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,196 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,221 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,221 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,898 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,213 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $243,162 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,832 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $76,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,293 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $129,907 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $395,730 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $395,730 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $395,730 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $395,300 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,641 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,762 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,751 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $717,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $679,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $728,790 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $717,830 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $679,617 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $717,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $679,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $717,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $679,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $717,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,213 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $679,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $679,617 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $134 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRED LAWTON | IndividualWithBooksNm |
| Phone | 7152874159 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N44783 COUNTY ROAD V | AddressLine1Txt |
| City | ELEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRED H LAWTON | ||||||||
| N44783 COUNTY ROAD V | ELEVA | WI | 54738 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERIC M LAWTON | ||||||||
| W6160 KETTLE MORAINE DR | WHITEWATER | WI | 53190 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOHN GORMAN | ||||||||
| 123 S PRAIRIE STREET | PRINCETON | IL | 61356 | TREASURER | 1.00 | $0 | $0 | $0 |
| T ANDREW DETLING | ||||||||
| 12632 DEER TRAP ROAD | PRESQUE ISLE | WI | 54557 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BECKY KAYSER | ||||||||
| 12596 DEER TRAP ROAD | PRESQUE ISLE | WI | 54557 | FOREST MANAGER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,298 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $395,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $747,055 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $747,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $735,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $36,658 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,658 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,658 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,898 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,898 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,658 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,567 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Total For Prior Years | $2,579 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,898 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,567 | AppliedToYear1Amt |
| Applied To Prior Years | $2,579 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,906 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN LEGION POST 0459 | ||||||
| 26097 W MONDOVI ST | ELEVA | WI | 54738 | NC | SUPPORT OF LOCAL VETERANS AND CHRISTMAS WREATHS FOR VETERAN GRAVESITES. | $3,821 |
| PRESQUE ISLE COMMUNITY LIBRARY | ||||||
| 8306 SCHOOL LOOP RD | PRESQUE ISLE | WI | 54557 | GOV | GENERAL SUPPORT | $150 |
| ELEVA STRUM HIGH SCHOOL | ||||||
| W23597 US HWY 10 | STRUM | WI | 54770 | GOV | SCHOLARSHIP PROGRAM | $1,500 |
| TARLETON STATE UNIVERSITY | ||||||
| 1333 W WASHINGTON | STEPHENVILLE | TX | 76402 | GOV | RODEO SUPPORT | $5,000 |
| CENTRAL PRESBYTERIAN CHURCH | ||||||
| 3501 CAMPBELL ST | KANSAS CITY | MO | 64109 | PC | GENERAL SUPPORT | $250 |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC | ||||||
| PO BOX 1997 MS 900 | MILWAUKEE | WI | 53201 | PC | SUPPORT CHILDREN'S HOSPITAL | $1,000 |
| COMMUNITY CHURCH LAKE | ||||||
| 10268 CO RD 34 | DADEVILLE | AL | 36853 | PC | GENERAL SUPPORT | $250 |
| COWBOY CHURCH | ||||||
| 18171 W HOPI DRIVE | CASA GRANDE | AZ | 85122 | PC | GENERAL SUPPORT | $400 |
| DISABLED AMERICAN VETERANS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | PC | MEDICAL & CHARITABLE | $100 |
| NORTH LAKELAND DISCOVERY CENTER | ||||||
| 14006 DISCOVERY LANE | MANITOWISH WATERS | WI | 54545 | PC | GENERAL SUPPORT | $100 |
| RAINBOW HOSPICE CARE INC | ||||||
| 147 W ROCKWELL ST | JEFFERSON | WI | 53549 | PC | GENERAL SUPPORT | $200 |
| EAST BENNETT VALLEY CHURCH | ||||||
| N44834 COUNTY ROAD V | ELEVA | WI | 54738 | PC | CAPITAL IMPROVEMENT PROJECTS | $29,100 |
| FEED MY PEOPLE | ||||||
| 2610 ALPINE RD | EAU CLAIRE | WI | 54703 | PC | GENERAL SUPPORT | $100 |
| HOPE GOSPEL MISSION INC | ||||||
| 2650 MERCANTILE DRIVE | EAU CLAIRE | WI | 54703 | PC | HELP THE HOMELESS IN WESTERN WISCONSIN | $1,000 |
| JUDICIAL WATCH | ||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PC | EDUCATIONAL | $200 |
| ELEVA AREA HISTORICAL SOCIETY | ||||||
| 50713 BRATBERG ST | ELEVA | WI | 54738 | PC | SUPPORT THE MISSION OF HISTORICAL PRESERVATION | $50 |
| SALVATION ARMY | ||||||
| 2211 S HASTINGS WAY 4T48 | EAU CLAIRE | WI | 54701 | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,221 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,637 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,555 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,204 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,355 | Amt |
| Net Investment Income | $2,678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,677 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SECTION 4942(H) AND REG 53.4942(A)-3(D)(2) THE ENTITY HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE FROM UNDISTRIBUTED INCOME FROM THE TAX YEAR 2023 IN THE FOLLOWING AMOUNTS: 2023 - $2,579 | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN LEGION POST 0459 | |||||||||||
| 26097 W MONDOVI ST | ELEVA | WI | 54738 | 2025-02-25 | $3,600 | TO SUPPORT LOCAL VETERANS | $3,600 | NONE | 3/25/25 | 2025-03-25 | AMOUNTS WERE EXPENDED FOR INTENDED PURPOSE. |
| AMERICAN LEGION POST 0459 | |||||||||||
| 26097 W MONDOVI ST | ELEVA | WI | 54738 | 2025-12-05 | $221 | TO PROVIDE CHRISTMAS WREATHS TO VETERAN GRAVESITES | $221 | NONE | 3/25/25 | 2025-03-25 | AMOUNTS WERE EXPENDED FOR INTENDED PURPOSE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORP | $26,690 | $29,115 |
| LOCKHEED MARTIN CORP | $53,603 | $100,792 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FEDERATED TR US TREASURY OBLIGATION IS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,762 | BookValueAmt |
| EOYFMV | $2,751 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDEND INCOME | Desc |
| BOY Book Value | $10 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $8 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $833 | $833 | $0 |
| FEDERAL INCOME TAX | $1,000 | $0 | $0 |