2024-09-05T10:48:02-04:00 2024-06-30 390888608 MILLER BRUSSELL EBBEN & GLAESKE LLC 611 E WISCONSIN ST PORTAGE WI 53901 990 2023-07-01 146268845 PORTAGE AREA COMMUNITY CHARITABLE TRUST PORT 6087428841 PO BOX 715 PORTAGE WI 53901 RICHARD JACOBSON PRESIDENT 6087425601 2024-07-26 true true JOSEPH R PETERSON P00604533 6087422103 2024-09-05 2023 2024-08-08 14:25:15Z POSITIVELY PORTAGE RICHARD JACOBSON 1036 SADDLE RIDGE PORTAGE WI 53901 197270 false X POSITIVELYPORTAGE.ORG X 2005 WI THE PURPOSE OF THE TRUST IS TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARLY IN, AND FOR THE BENEFIT OF THE PEOPLE OF THE METROPOLITAN AREA OF PORTAGE, WI. 5 5 0 0 102420 181770 0 13567 15500 0 115987 197270 168163 47957 0 0 0 0 3891 3514 172054 51471 -56067 145799 454395 643824 0 454395 643824 X THE PURPOSE OF THE TRUST IS TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARLY IN, AND FOR THE BENEFIT OF THE PEOPLE OF THE METROPOLITAN AREA OF PORTAGE, WI. false false 22800 22800 22,800 GRANT/DONATION TO HAITI INTERNATIONAL RELIEF FUND 25157 25157 GRANTS/DONATIONS TO OTHER CHARITABLE ORGANIZATIONS IN GREATER PORTAGE, WI. 25157 25157 47957 true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false 0 0 false 0 false false false false false false false false X 5 5 false false false false false false false true true false false false false false false false false false WI X SHANE SCHMIDT 6087425601 240 W COOK ST PORTAGE WI 53901 X MIKE HURD BOARD MEMBER 2.00 X 0 0 0 ED STECK BOARD MEMBER 2.00 X 0 0 0 RICHARD JACOBSON PRESIDENT 5.00 X 0 0 0 SHANE SCHMIDT TREASURER 2.00 X 0 0 0 AMANDA WEYH-MEISSNER VICE-PRESIDE 5.00 X 0 0 0 false false false 181770 181770 15500 15500 197270 15500 47957 47957 1600 1600 816 816 423 423 450 450 DUES 225 225 51471 47957 3514 0 101290 154637 3997 349108 489187 454395 643824 0 0 X 454395 643824 454395 643824 454395 643824 X 145799 43630 X false false X 150447 191488 284200 102420 181770 910325 150447 191488 284200 102420 181770 910325 910325 3467 3039 8136 13567 15500 43709 954034 6443 0.95420 0.96580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false HAITI 1088 SADDLE RIDGE PORTAGE WI 53901 22800 CHARITABLE DONATION SUMMER LUNCH PROGRAM 301 E COLLINS ST PORTAGE WI 53901 7281 CHARITABLE DONATION 1 1 FORM 990, PAGE 1, ITEM C POSITIVELY PORTAGE FORM 990, PAGE 2, PART III, LINE 4D GRANTS/DONATIONS TO OTHER CHARITABLE ORGANIZATIONS IN GREATER PORTAGE, WI. FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PAGE 6, PART VI, LINE 19 A COPY OF THE GOVERNING DOCUMENTS WILL BE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9 UNREALIZED GAIN - BROADCOM 20,667 UNREALIZED GAIN - MANULIFE 4,133 UNREALIZED GAIN - TEXAS INSTRUMENTS 726 UNREALIZED GAIN - MERCK 1,295 UNREALIZED GAIN - ABBIE 3,306 UNREALIZED GAIN - ALL STATE 5,062 UNREALIZED GAIN - COCA COLA 1,255 UNREALIZED GAIN - IBM 5,871 UNREALIZED GAIN - SHELL MAIN 4,130 UNREALIZED GAIN - VERIZON 588 UNREALIZED GAIN - 3M 294 UNREALIZED GAIN - MUTUAL FUNDS BEASLEY 4,652 UNREALIZED GAIN - ABBIE HALASZ 2,391 UNREALIZED GAIN - SHELL HALASZ 2,230 UNREALIZED GAIN - MUTIAL FUNDS OTHER FUNDS 149 UNREALIZED GAIN - DUKE ENERGY 386 UNREALIZED GAIN - JP MORGAN 2,994 UNREALIZED GAIN - KONTOOR 737 UNREALIZED GAIN - SOLVENTUM 1,851 UNREALIZED GAIN - KYNDRYL 121 UNREALIZED LOSS - BCE -4,977 UNREALIZED LOSS - INTEL -637 UNREALIZED LOSS - EVERGY -954 UNREALIZED LOSS - VF -838 UNREALIZED LOSS - VODAFONE -161 UNREALIZED LOSS - ENBRIDGE HALASZ -351 UNREALIZED LOSS - JOHNSON & JOHNSON -1,723 UNREALIZED LOSS - NUTRIEN -1,425 UNREALIZED LOSS - GENERAL MILLS -1,882 UNREALIZED LOSS - ILLINOIS TOOL WORKS -1,016 UNREALIZED LOSS - STARBUCKS -2,991 UNREALIZED LOSS - ENBREDGE -605 UNREALIZED LOS - HOME DEPOT -513 UNREALIZED LOSS - US BANK -1,068 UNREALIZED LOSS - BEASLEY ETF'S -67 TOTAL 43,630