Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
JOHN AND ENGRID MENG INC
 

Number and street (or P.O. box number if mail is not delivered to street address)428 NORTH SUPERIOR STREET NO 202   Room/suite
City or town, state, and ZIP code
DE PERE, WI54115
A Employer identification number

39-1432568
B Telephone number (see page 10 of the instructions)

(920) 347-4654
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,558,317J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 902,500
2 Check bullet
3 Interest on savings and temporary cash investments 32,526 31,296  
4 Dividends and interest from securities...... 134,799 134,799  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 90,894
b Gross sales price for all assets on line 6a 1,500,902
7 Capital gain net income (from Part IV, line 2)... 90,312
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 10,691 10,691  
12 Total. Add lines 1 through 11........ 1,171,410 267,098  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 29,461 9,722   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 6,994 2,308   0
16a Legal fees (attach schedule)......... Click to see attachment 5,252 5,252   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 46,370 45,996   0
17 Interest............... 1,641 1,641   0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 10,383 2,474   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,954 0  
20 Occupancy.............. 14,208 7,104   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,942 5,956   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 129,205 80,453   0
25 Contributions, gifts, grants paid........ 703,152 703,152
26 Total expenses and disbursements. Add lines 24 and 25 832,357 80,453   703,152
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 339,053
b Net investment income (if negative, enter -0-) 186,645
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 66,643 42,504 42,504
2 Savings and temporary cash investments.......... 2,785,021 2,735,845 2,735,845
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,684,891 Click to see attachment3,903,338 3,520,070
c Investments—corporate bonds (attach schedule)........ 893,688 Click to see attachment1,027,362 1,047,852
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 0 Click to see attachment170,000 168,922
14 Land, buildings, and equipment: basis bullet55,605
Less: accumulated depreciation (attach schedule) bullet45,527 13,032 Click to see attachment10,078 -35,449
15 Other assets (describe bullet) Click to see attachment1,844,806 Click to see attachment989,067 Click to see attachment1,078,573
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,288,081 8,878,194 8,558,317
Liabilities 17 Accounts payable and accrued expenses.......... 1,770  
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,770 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 8,286,311 8,878,194
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,286,311 8,878,194
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,288,081 8,878,194
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 8,286,311
2 Enter amount from Part I, line 27a...................... 2 339,053
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 253,181
4 Add lines 1, 2, and 3.......................... 4 8,878,545
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 351
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 8,878,194
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a AMGEN INC WASH SALE P 2010-04-21 2010-07-23
b SCHEDULE 4 UBS 9230 P 2009-01-01 2010-12-31
c GRANT PARK FUTURES FUND P 2009-01-01 2010-12-31
d CON AGRA SETTLEMENT FUND P 2009-01-01 2010-09-22
e ASSOCIATED COMMON TRUST FUND P 2010-07-01 2010-12-31
ASSOCIATED COMMON TRUST FUND P 2009-01-01 2010-12-31
SCHEDULE 1 ASSOC TR 6007 P 2010-07-01 2010-12-31
SCHEDULE 2 ASSOC TR 6007 P 2009-01-01 2010-12-31
3M COMPANY WASH SALE P 2010-08-06 2010-12-08
SCHEDULE 3 UBS 9442 P 2009-01-01 2010-12-31
RTN OF CAP TYCO ELECTRONICS P 2009-01-01 2010-12-31
SCHEDULE 4 UBS 9230 P 2010-07-01 2010-12-31
450 SH US GLOBAL ACCOLADE P 2007-12-24 2010-03-04
100 SH BLDRS INDEX FD P 2007-12-10 2010-07-13
50 SH POWERSHARES DB COMM INDEX P 2008-05-13 2010-07-19
GRANT PARK FUTURES FUND P 2010-07-01 2010-12-31
POWERSHARES DB COMM INDEX P 2009-01-01 2010-12-31
UBS CREDIT RECOVERY P 2010-07-01 2010-12-31
UBS CREDIT RECOVERY P 2009-01-01 2010-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 3,942   4,392 -450
b 996,888   897,735 99,153
c 6,008     6,008
d 220     220
e 1,283     1,283
4,452     4,452
307,004   315,355 -8,351
117,181   121,040 -3,859
4,188   4,320 -132
38,196   52,904 -14,708
14   14 0
9,352   9,043 309
4,070   7,055 -2,985
4,114   5,764 -1,650
1,091   1,098 -7
9,246     9,246
2     2
1,026     1,026
570     570
185     185
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -450
b       99,153
c       6,008
d       220
e       1,283
      4,452
      -8,351
      -3,859
      -132
      -14,708
      0
      309
      -2,985
      -1,650
      -7
      9,246
      2
      1,026
      570
      185
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 90,312
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 1,086,482 6,999,017 0.155234
2008 920,629 10,868,068 0.084710
2007 480,416 12,952,214 0.037091
2006 954,850 10,489,639 0.091028
2005 376,814 8,723,475 0.043195
2 Total of line 1, column (d) ...................... 2 0.411258
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.082252
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 7,860,342
5 Multiply line 4 by line 3....................... 5 646,529
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,866
7 Add lines 5 and 6......................... 7 648,395
8 Enter qualifying distributions from Part XII, line 4.............. 8 703,152
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,866
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,866
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,866
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 4,338
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,338
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,472
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet7,472 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletWI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANGELA CHETCUTI Telephone no.bullet (920) 347-4564
    Located atbullet428 NO SUPERIOR STREETDE PEREWI ZIP+4bullet54115
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOHN C MENG PRESIDENT
    0.00     		0 0 0
    1218 FOX RIVER DR
    DE PERE,WI54115
    ENGRID H MENG VICE-PRESIDENT
    0.00     		0 0 0
    1218 FOX RIVER DRIVE
    DE PERE,WI54115
    GERALD C CONDON JR SECRETARY
    0.00     		0 0 0
    1120 FOX RIVER DRIVE
    DE PERE,WI54115
    ANGELA CHETCUTI TREASURER
    20.00     		29,461 6,994 0
    428 N SUPERIOR ST STE 202
    DE PERE,WI54115
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,934,400
    b
    Average of monthly cash balances.......................
    1b
    45,643
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,980,043
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    7,980,043
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    119,701
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,860,342
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    393,017
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    393,017
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    1,866
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,866
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    391,151
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    250,100
    5
    Add lines 3 and 4.............................
    5
    641,251
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    641,251
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    703,152
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    703,152
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    1,866
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    701,286
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 641,251
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006....... 454,212
    c From 2007.......  
    d From 2008....... 379,938
    e From 2009....... 738,575
    fTotal of lines 3a through e......... 1,572,725
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 703,152
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 641,251
    e Remaining amount distributed out of corpus 61,901
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,634,626
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		1,634,626
    10 Analysis of line 9:
    a Excess from 2006.... 454,212
    b Excess from 2007....  
    c Excess from 2008.... 379,938
    d Excess from 2009.... 738,575
    e Excess from 2010.... 61,901
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JOHN C MENG
    ENGRID H MENG
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    DING DARLING WILDLIFE SOCIETY
    ONE WILDLIFE DRIVE
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 30
    AMERICAN CANCER SOCIETY
    3311 S PACKERLAND DRIVE
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 100
    AMERICAN FNDN OF COUNSELING SERVICES
    130 E WALNUT ST 706
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 1,000
    ALZHEIMER'S ASSOC
    10 E DOTY ST 860
    MADISON,WI53703     		NONE PUBLIC GENERAL FUND 100
    BELLIN FOUNDATION
    744 S WEBSTER AVENUE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 72,500
    BAY AREA COMMUNITY COUNCIL
    PO BOX 1660
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 40
    BIG ARTS
    900 DUNLOP RD
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 1,000
    BELLIN COLLEGE OF NURSING
    PO BOX 23400
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 51,000
    BOYS & GIRLS CLUB OF GREEN BAY
    311 S ONEIDA STREET
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 5,000
    CHILDREN'S MUSEUM OF GREEN BAY
    P O BOX 22304
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 50,000
    CEREBRAL PALSY INC
    2801 S WEBSTER AVENUE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 33,250
    CONCERNED HEARTS CLUB
    2044 E VISTA CIRCLE
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 50
    CHILDREN'S PROMISE
    1484 MC CORMICK
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 1,000
    CITY OF GREEN BAY PARKS REC & FORESTRY
    100 N JEFFERSON
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 17,000
    DEPAUW UNIVERSITY
    PO BOX 37
    GREENCASTLE,IN461350037     		NONE PUBLIC GENERAL FUND 500
    DE PERE HISTORICAL SOCIETY
    403 N BROADWAY
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 50
    DUCKS UNLIMITED
    PO BOX 421826
    PALM COAST,FL321421826     		NONE PUBLIC GENERAL FUND 25
    ECUMENICAL PARTNERSHIP FOR HOUSING
    P O BOX 524
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 1,000
    ENCOMPASS CHILD CARE INC
    P O BOX 1627
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 500
    FAMILY SERVICES OF NORTHEAST WISCONSIN
    P O BOX 22308
    GREEN BAY,WI543052308     		NONE PUBLIC GENERAL FUND 10,000
    FREEDOM HOUSE MINISTRIES
    2997 ST ANTHONY DRIVE
    GREEN BAY,WI54311     		NONE PUBLIC GENERAL FUND 500
    FIRST FRIENDS MEETING
    2010 CHESTER BLVD
    RICHMOND,IN47374     		NONE PUBLIC GENERAL FUND 50
    GIRL SCOUTS OF NORTHEASTERN GREAT LAKES
    P O BOX 9427
    GREEN BAY,WI54308     		NONE PUBLIC GENERAL FUND 50
    FRIENDS OF THE GREEN BAY SYMPHONY
    115 LITTLE SWISS PLACE
    GREEN BAY,WI54302     		NONE PUBLIC GENERAL FUND 500
    GREATER GREEN BAY COMMUNITY FOUNDATION
    310 W WALNUT STE 350
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 100,000
    GREEN BAY BOTANICAL GARDEN
    P O BOX 12644
    GREEN BAY,WI54307     		NONE PUBLIC GENERAL FUND 150
    GREEN BAY FUND UWGB
    2420 NICOLET DRIVE
    GREEN BAY,WI54311     		NONE PUBLIC GENERAL FUND 2,500
    HABITAT FOR HUMANITY GREATER GREEN BAY
    GGBCF 310 W WALNUT STREET
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 10,000
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AK72202     		NONE PUBLIC GENERAL FUND 10,100
    HERITAGE HILL FOUNDATION
    2640 S WEBSTER AVENUE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 6,000
    GOLDEN HOUSE
    1120 UNIVERSITY AVE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 100
    GREEN BAY SYMPHONY ORCHESTRA
    P O BOX 222
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 500
    HOWE NEIGHBORHOOD FAMILY RESOURCE CENTER
    C/O GGBCF 310 W WALNUT STREET
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 10,000
    JACKIE NITSCHKE CENTER INC
    630 CHERRY ST
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 500
    JOSHUA - CO ST MATTHEW PARISH
    130 S ST MATTHEW ST
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 1,000
    LIBERTAS TREATMENT CENTER
    1701 DOUSMAN ST
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 10,000
    LITERACY COUNCIL OF BROWN COUNTY
    424 S MONROE AVENUE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 5,100
    MARCH OF DIMES
    PO BOX 2547
    DECATUR,IL62525     		NONE PUBLIC GENERAL FUND 20
    MAIN STREET DE PERE INC
    441 MAIN
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 100
    MAYOR'S NEIGHBORHOOD LEADERSHIP COUNCIL
    100 N JEFFERSON 608
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 20,000
    MEYER THEATRE
    GGBCF 310 W WALNUT STREET
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 2,000
    NATIONAL FIRE SAFETY COUNCIL INC
    400 LEWIS STREET
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 240
    NEIGHBOR WORKS GREEN BAY
    437 S JACKSON STREET
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 30,000
    NEVILLE PUBLIC MUSEUM
    PO BOX 325
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 250
    NAT'L MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVE
    NEW YORK,NY10017     		NONE PUBLIC GENERAL FUND 150
    NEOSHO COMMUNITY CHURCH
    NEOSHO BLVD
    NEOSHO,MO64850     		NONE PUBLIC GENERAL FUND 1,000
    NEW COMMUNITY SHELTER INC
    301 MATHER ST
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 10,000
    OPTIONS FOR INDEPENDENT LIVING INC
    PO BOX 11967
    GREEN BAY,WI54307     		NONE PUBLIC GENERAL FUND 50,631
    PAULS PANTRY
    1529 LEO FRIGO WAY
    GREEN BAY,WI54302     		NONE PUBLIC GENERAL FUND 3,000
    PHI GAMMA DELTA EDUCATION FOUNDATION
    PO BOX 4599
    LEXINGTON,KY40544     		NONE PUBLIC GENERAL FUND 500
    SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 8,705
    SANIBEL CONGREGATIONAL UNITED CHURCH OF CHRIST
    2050 PERIWINKLE WAY
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 4,980
    SANIBEL-CAPTIVA CONSERVATION FOUNDATION
    PO BOX 839
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 50
    SHRINE CENTER
    BEJA TEMPLE 1950 BOND
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 54
    SLAUGHTERVILLE BAPTIST CHURCH
    10101 60TH ST
    LEXINGTON,OK73051     		NONE PUBLIC GENERAL FUND 500
    SMITHSONIAN INSTITUTE
    PO BOX 9016
    PITTSFIELD,MA012029951     		NONE PUBLIC GENERAL FUND 75
    ST NORBERT COLLEGE
    100 GRANT STREET
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 550
    ST JOHNS HOMELESS SHELTER
    1825 RIVERSIDE DRIVE
    GREEN BAY,WI543053825     		NONE PUBLIC GENERAL FUND 5,000
    THE BELLIN FOUNDATION
    744 S WEBSTER AVENUE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 500
    THRESHOLD OF HOPE
    4567 SEMINOLE TRAIL
    GREEN BAY,WI54313     		NONE PUBLIC GENERAL FUND 500
    UNION CONGREGATIONAL CHURCH
    716 S MADISON ST
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 32,560
    UNITED WAY
    SCHREIBER COMM FD PO BOX 1901
    GREEN BAY,WI54307     		NONE PUBLIC GENERAL FUND 10,000
    UNITED WAY - COMMUNITY PARTNERSHIP FOR CHILDREN
    PO BOX 1593
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 10,000
    UNITY HOSPICE
    2366 OAK RIDGE CIRCLE
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 106,032
    VOLUNTEER CENTER OF BROWN COUNTY
    984 9TH STREET
    GREEN BAY,WI54304     		NONE PUBLIC GENERAL FUND 50
    WABASH COLLEGE
    GREATER WABASH FDN PO BOX 352
    CRAWFORDSVILLE,IN47933     		NONE PUBLIC GENERAL FUND 1,000
    WISCONSIN PUBLIC RADIO
    PO BOX 14197
    MADISON,WI53714     		NONE PUBLIC GENERAL FUND 25
    WISCONSIN PUBLIC TV
    PO BOX 5036
    MADISON,WI53705     		NONE PUBLIC GENERAL FUND 35
    YMCA
    235 N JEFFERSON STREET
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 500
    PEO FOUNDATION
    3700 GRAND AVE
    DES MOINES,IA50312     		NONE PUBLIC GENERAL FUND 200
    RIBBON OF HOPE FNDN
    122 S ROCKWAY
    MISHICOT,WI54228     		NONE PUBLIC GENERAL FUND 200
    URBAN HOPE
    443 S JACKSON ST
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 1,000
    WASUSA - ADF
    1236 JUNGEMANN RD STE A
    ST PETERS,MO63376     		NONE PUBLIC GENERAL FUND 1,000
    WELCOME HOME BED AND BREAKFAST
    4260 W HAWTHORNE DRIVE
    WEST BEND,WI53090     		NONE PUBLIC GENERAL FUND 100
    WILDLIKFE SANCTUARY
    1160 EAST SHORE DRIVE
    GREEN BAY,WI54302     		NONE PUBLIC GENERAL FUND 100
    YWCA
    230 S MADISON ST
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 250
    ACTS 18 MINISTRY
    2121 S ONEIDA ST
    GREEN BAY,WI54304     		NONE PUBLIC GENERAL FUND 100
    Total .................................bullet 3a 703,152
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 32,526  
    4 Dividends and interest from securities....     14 134,799  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 10,691  
    8Gain or (loss) from sales of assets other than inventory     18 90,894  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..     01    
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 268,910 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13268,910
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    JOHN AND ENGRID MENG INC
     
    Employer identification number

    39-1432568
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    JOHN AND ENGRID MENG INC
          		Employer identification number

    39-1432568
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    JACK ENGRID MENG    
    1218 FOX RIVER DRIVE
       
    DE PERE, WI   54115

    		$900,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    2
     
     

    JERE DHEIN    
    2555 PARKWOOD DRIVE
       
    GREEN BAY, WI   54304

    		$2,500




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    JOHN AND ENGRID MENG INC
          		Employer identification number

    39-1432568
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    JOHN AND ENGRID MENG INC
          		Employer identification number

    39-1432568
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AllOthProgRltdInvestmentsSch
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Category Amount
    NONE 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2003-01-23 21,928 20,950 200DB 7.000000000000 978 0    
    FILING CABINETS 2003-02-05 2,175 2,078 200DB 7.000000000000 97 0    
    CABINETS FOR STORAGE ROOM 2003-02-05 1,520 1,452 200DB 7.000000000000 68 0    
    COMPUTER & PRINTER 2003-05-15 4,035 4,035 200DB 5.000000000000 0 0    
    FIREPROOF SCHWAB FILE 2003-07-12 1,250 1,194 200DB 7.000000000000 56 0    
    RENOVATIONS TO SUITE 202 2003-02-05 4,464 2,096 SL 39.000000000000 114 0    
    OFFICE WAITING ROOM TABLES 2003-10-28 1,108 1,059 200DB 7.000000000000 49 0    
    SIGN 2004-02-12 2,334 2,021 200DB 7.000000000000 209 0    
    MIRROR & LAMP 2004-11-16 151 131 200DB 7.000000000000 13 0    
    IRON SCROLL BLACK COATRACK 2004-03-30 129 112 200DB 7.000000000000 11 0    
    LEASEHOLD IMPROVEMENTS 2004-05-04 7,832 1,139 SL 39.000000000000 201 0    
    HP OFFICEJET 7410 PRINTER 2006-01-12 642 531 200DB 5.000000000000 74 0    
    2 LINE SAMSUNG 616 SYSTEM 2006-09-15 3,893 3,220 200DB 5.000000000000 449 0    
    22" ACER LCD DISPLAY PANEL 2007-09-11 299 213 200DB 5.000000000000 34 0    
    LAPTOP 2007-09-18 1,405 1,001 200DB 5.000000000000 162 0    
    HP OFFICEJET PRO L7780 PRINTER 2008-04-17 750 390 200DB 5.000000000000 144 0    
    COMPUTER MONITOR 2008-09-24 590 307 200DB 5.000000000000 113 0    
    LASER KEYBOARD/MOUSE 2008-10-22 200 104 200DB 5.000000000000 38 0    
    LASER PRINTER 2009-07-15 900 90 200DB 5.000000000000 144 0    

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS CORP 1,027,362 1,047,852

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 3,066,276 3,520,070
    BASIS ADJUSTMENT 239,129 0
    2004 BASIS ADJUSTMENT 50,259 0
    2006 BASIS ADJUSTMENT 461,731 0
    2007 BASIS ADJUSTMENT 66,240 0
    2005 BASIS ADJUSTMENT 19,703 0

    TY 2010 InvestmentsOtherSchedule2
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS - BAIRD AT COST 170,000 168,922

    TY 2010 LandEtcSchedule2
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE 21,928 21,928   0
    FILING CABINETS 2,175 2,175   0
    CABINETS FOR STORAGE ROOM 1,520 1,520   0
    COMPUTER & PRINTER 4,035 4,035   0
    FIREPROOF SCHWAB FILE 1,250 1,250   0
    RENOVATIONS TO SUITE 202 4,464 2,210 2,254 0
    OFFICE WAITING ROOM TABLES 1,108 1,108   0
    SIGN 2,334 2,230 104 0
    MIRROR & LAMP 151 144 7 0
    IRON SCROLL BLACK COATRACK 129 123 6 0
    LEASEHOLD IMPROVEMENTS 7,832 1,340 6,492 0
    HP OFFICEJET 7410 PRINTER 642 605 37 0
    2 LINE SAMSUNG 616 SYSTEM 3,893 3,669 224 0
    22" ACER LCD DISPLAY PANEL 299 247 52 0
    LAPTOP 1,405 1,163 242 0
    HP OFFICEJET PRO L7780 PRINTER 750 534 216 0
    COMPUTER MONITOR 590 420 170 0
    LASER KEYBOARD/MOUSE 200 142 58 0
    LASER PRINTER 900 684 216 0


    TY 2010 LegalFeesSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GERALD C. CONDON 5,252 5,252   0


    TY 2010 OtherAssetsSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 500 500 500
    UBS CREDIT RECOVERY FUND, LLC 200,562 205,229 146,846
    OTHER INVESTMENTS - UBS PACE 1,449,465 580,280 726,891
    GRANT PARK B SHARES 122,378 126,598 126,088
    MAN-AHL DIVERSIFIED 70,738 76,460 78,248
    POWERSHARES COMMODITY INDEX TRACKING 1,163 0 0


    TY 2010 OtherDecreasesSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Description Amount
    NON-DEDUCTIBLE DECREASES-PTNRSHP INVESTMENTS 351


    TY 2010 OtherExpensesSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEPT OF FINANCIAL INSTITUTIONS 10 0   0
    INSURANCE EXPENSE 286 143   0
    OFFICE EXPENSE 2,439 1,220   0
    COMPUTER EXPENSES 3,375 1,688   0
    INTERNET EXPENSE 1,845 923   0
    TELEPHONE 1,820 910   0
    DUES & SUBSCRIPTIONS 1,193 597   0
    POSTAGE 950 475   0
    MISCELLANEOUS EXPENSE 24 0   0


    TY 2010 OtherIncomeSchedule2
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    POWERSHARES DB COMM INDEX -62 -62 -62
    MAN-AHL DIVERSIFIED 5,722 5,722 5,722
    UBS CREDIT RECOVERY FUND 5,031 5,031 5,031


    TY 2010 OtherIncreasesSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Description Amount
    PRIOR YEAR CONTRIBUTION RETURNED OR UNCASHED 250,100
    PRIOR YEAR ADJUSTMENT TO DIVIDENDS UBS 29230 3,081


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEES 25,569 25,195   0
    UBS FIN SERV-BRANDES 3,877 3,877   0
    UBS FIN SERV - PACE 12,563 12,563   0
    UBS CREDIT RECOVERY FD INV EXPENSE 4,265 4,265   0
    POWERSHARES COM INDEX INV EXP 6 6   0
    UBS FIN SERV - 29620 ALT INVESTMENTS 75 75   0
    ROBERT W BAIRD 7586 15 15   0


    TY 2010 TaxesSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN: 39-1432568
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES W/H-BRANDES 516 516   0
    FOREIGN TAXES W/H-ASSOCIATED 32 32   0
    EMPLOYER FICA/MED EXPENSE 5,835 1,926   0
    2009 EXTENSION PMT EXCISE TAX 4,000 0   0