Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
JOHN AND ENGRID MENG INC
 
Number and street (or P.O. box number if mail is not delivered to street address)301 N BROADWAY NO 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DE PERE, WI54115
A Employer identification number

39-1432568
B Telephone number (see instructions)

(920) 347-4654
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,382,980J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 604,588
2 Check bullet.............
3 Interest on savings and temporary cash investments 35,721 35,721  
4 Dividends and interest from securities... 135,243 129,249  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 123,862
b Gross sales price for all assets on line 6a 3,361,691
7 Capital gain net income (from Part IV, line 2)... 575,433
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 129 129  
12 Total. Add lines 1 through 11........ 899,543 740,532  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,616 24,623   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 8,761 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 40,788 40,788   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,185 4,897   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 10,902 0  
20 Occupancy.............. 12,000 6,000   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 13,173 6,588   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 175,425 82,896   0
25 Contributions, gifts, grants paid....... 931,809 931,809
26 Total expenses and disbursements. Add lines 24 and 25 1,107,234 82,896   931,809
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -207,691
b Net investment income (if negative, enter -0-) 657,636
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 116,114 306,570 306,570
2 Savings and temporary cash investments......... 222,872 375,431 375,431
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet90,000
Less: allowance for doubtful accounts bullet0 132,352 90,000 90,000
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)....... 7,216,385 Click to see attachment6,993,967 7,662,479
c Investments—corporate bonds (attach schedule)....... 2,230,604 Click to see attachment1,862,728 1,800,735
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 150,718 Click to see attachment200,000 191,587
14 Land, buildings, and equipment: basis bullet364,211
Less: accumulated depreciation (attach schedule) bullet148,426 226,687 Click to see attachment215,785 67,359
15 Other assets (describe bullet) Click to see attachment833,959 Click to see attachment877,790 Click to see attachment888,819
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,129,691 10,922,271 11,382,980
Liabilities 17 Accounts payable and accrued expenses.......... 1,879 2,450
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)......... 1,879 2,450
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 11,127,812 10,919,821
30 Total net assets or fund balances (see instructions)..... 11,127,812 10,919,821
31 Total liabilities and net assets/fund balances (see instructions). 11,129,691 10,922,271
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
11,127,812
2
Enter amount from Part I, line 27a .....................
2
-207,691
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,920,121
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
300
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
10,919,821
Form 990-PF (2018)
Form 990-PF (2018)
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 ASSOC TRUST S/T COMMON TRUST FUND P 2018-01-01 2018-12-31
b ASSOC TRUST L/T COMMON TRUST FUND P 2017-01-01 2018-12-31
c SCHEDULE 1 - ASSOC TRUST 6007 P 2018-01-01 2018-12-31
d SCHEDULE 2 - ASSOC TRUST 6007 P 2017-01-01 2018-12-31
e SCHEDULE 3 - BAIRD 7586 P 2018-01-01 2018-12-31
SCHEDULE 3 - BAIRD 7586 P 2017-01-01 2018-12-31
SCHEDULE 4 - ETRADE 4836 P 2018-01-01 2018-12-31
SCHEDULE 5 - ETRADE 4836 P 2017-01-01 2018-12-31
THE BLACKSTONE GROUP P 2017-01-01 2018-12-31
ROYAL BANK OF CANADA P 2014-03-26 2018-03-29
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     359 -359
b 616     616
c 118,830   115,559 3,271
d 2,739,035   2,199,605 539,430
e 50,831   51,243 -412
275,921   320,222 -44,301
18,925   17,736 1,189
22,338   21,534 804
108     108
83,828   60,000 23,828
51,259     51,259
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       -359
b       616
c       3,271
d       539,430
e       -412
      -44,301
      1,189
      804
      108
      23,828
      51,259
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 2 575,433
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 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 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))
2017 1,041,385 11,826,867 0.088052
2016 774,988 10,096,401 0.076759
2015 527,896 10,211,068 0.051698
2014 366,646 9,671,414 0.037910
2013 376,827 8,924,136 0.042226
2
Total of line 1, column (d) .....................
2
0.296645
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.059329
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
11,658,564
5
Multiply line 4 by line 3......................
5
691,691
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,576
7
Add lines 5 and 6........................
7
698,267
8
Enter qualifying distributions from Part XII, line 4,.............
8
931,809
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.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,576
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 6,576
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 6,576
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,840
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 2,264
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,264 RefundedBullet 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 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 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    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 atbullet301 N BROADWAY 202DE PEREWI ZIP+4bullet54115
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? See 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 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 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     		74,616 0 0
    301 N BROADWAY STE 202
    DE PERE,WI54115
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see 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  
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see 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
    11,479,794
    b
    Average of monthly cash balances.......................
    1b
    356,312
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,836,106
    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
    11,836,106
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    177,542
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,658,564
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    582,928
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    582,928
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,576
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,576
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    576,352
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    576,352
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    576,352
    Part XII
    Qualifying Distributions (see 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
    931,809
    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
    931,809
    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 instructions.................
    5
    6,576
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    925,233
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 576,352
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 30,419
    d From 2016...... 279,794
    e From 2017...... 467,698
    fTotal of lines 3a through e........ 777,911
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 931,809
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 576,352
    e Remaining amount distributed out of corpus 355,457
    5 Excess distributions carryover applied to 2018. 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 1,133,368
    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 instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,133,368
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 30,419
    c Excess from 2016.... 279,794
    d Excess from 2017.... 467,698
    e Excess from 2018.... 355,457
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see 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 or email address 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 (2018)
    Form 990-PF (2018)
    Page 11
    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
    CENTER FOR CHILDHOOD SAFETY
    842 MILITARY AVENUE
    GREEN BAY,WI54304     		NONE PUBLIC GENERAL FUND 1,000
    CLINIC FOR THE REHABILITATION OF WILDLIFE - CROW
    PO BOX 150
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 100
    DE PERE HISTORICAL SOCIETY
    403 N BROADWAY
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 50
    GLADIOLUS FOOD PANTRY INC
    10511 GLADIOLUS DRIVE
    FT MYERS,FL33908     		NONE PUBLIC GENERAL FUND 100
    ARMY WAR COLLEGE FOUNDATION INC
    122 FORBES AVENUE
    CARLISLE,PA17013     		NONE PUBLIC GENERAL FUND 1,000
    GREATER GREEN BAY HABITAT FOR HUMANITY
    811 PACKERLAND DRIVE
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 1,000
    LEWY BODY DEMENTIA ASSOCIATION
    912 KILLIAN HILL ROAD SW
    LILBURN,GA30047     		NONE PUBLIC GENERAL FUND 100
    BELLIN COLLEGE OF NURSING
    3201 EATON ROAD
    GREEN BAY,WI54311     		NONE PUBLIC GENERAL FUND 1,000
    MENTORS INTERNATIONAL
    65 E WADSWORTH PARK DR STE 207
    DRAPER,UT84020     		NONE PUBLIC GENERAL FUND 5,000
    BIG ARTS
    900 DUNLOP RD
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 22,500
    BOYS & GIRLS CLUB OF GREEN BAY
    311 S ONEIDA STREET
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 53,260
    SANIBEL HISTORICAL SOCIETY
    950 DUNLOP ROAD
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 100
    BROWN COUNTY UNITED WAY
    112 N ADAMS ST STE 202
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 10,000
    CAMP KESEM
    PO BOX 1113
    LAFAYETTE,CA94549     		NONE PUBLIC GENERAL FUND 1,000
    CASA
    414 E WALNUT ST STE 170
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 1,500
    CEREBRAL PALSY INC
    2801 S WEBSTER AVENUE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 415,000
    CHARITY WATCH
    PO BOX 578460
    CHICAGO,IL60657     		NONE PUBLIC GENERAL FUNDS 50
    CHILD FUND INTERNATIONAL
    2821 EMERYWOOD PARKWAY
    RICHMOND,VA23294     		NONE PUBLIC GENERAL FUND 400
    SANIBEL SEA SCHOOL
    455 PERIWINKLE WAY
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 1,000
    CURATIVE CONNECTIONS
    2900 CURRY LANE
    GREEN BAY,WI54308     		NONE PUBLIC GENERAL FUND 100
    SERVICE LEAGUE OF GREEN BAY
    PO BOX 22142
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 100
    SHRINERS HOSPITALS FOR CHILDREN - CHICAGO
    2211 N OAK PARK AVENUE
    CHICAGO,IL60707     		NONE PUBLIC GENERAL FUNDS 1,000
    DUCKS UNLIMITED
    PO BOX 421826
    PALM COAST,FL321421826     		NONE PUBLIC GENERAL FUND 35
    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 8,625
    FAMILY SERVICES OF NORTHEAST WISCONSIN
    PO BOX 22308
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 1,000
    FIRST UNITED PRESBYTERIAN CHURCH
    605 N WEBSTER AVENUE
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUNDS 6,728
    FOUNDATIONS - HEALTH & WHOLENESS INC
    130 E WALNUT ST 706
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 11,000
    FREEDOM HOUSE MINISTRIES
    2997 ST ANTHONY DRIVE
    GREEN BAY,WI54311     		NONE PUBLIC GENERAL FUND 1,000
    FRIENDS OF BAY BEACH
    2200 RIVERSIDE DRIVE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 15,000
    FRIENDS OF SERVICE HERE
    1630 B PERIWINKLE WAY
    SANIBEL,WI33957     		NONE PUBLIC GENERAL FUNDS 24,646
    FRIENDS OF THE BROWN COUNTY LIBRARY
    515 PINE STREET
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 100
    GOLDEN HOUSE
    1120 UNIVERSITY AVENUE
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 10,000
    GREATER GREEN BAY COMMUNITY FOUNDATION
    310 W WALNUT STE 350
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 42,100
    GREEN BAY BOTANICAL GARDEN
    2600 LARSEN ROAD
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 150
    HERITAGE HILL FOUNDATION
    2640 S WEBSTER AVENUE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 500
    HOUSE OF HOPE
    1660 CHRISTIANA STREET
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 100
    HOWE COMMUNITY RESOURCE CENTER
    526 SOUTH MONROE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 10,000
    LIBERTAS TREATMENT CENTER
    1701 DOUSMAN STREET
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 500
    LITERACY GREEN BAY
    424 S MONROE AVENUE
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 100
    NATIONAL FIRE SAFETY COUNCIL INC
    400 LEWIS STREET
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 240
    NEIGHBORWORKS GREEN BAY
    437 S JACKSON STREET
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 95,442
    NEVILLE PUBLIC MUSEUM
    PO BOX 325
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 250
    NEW COMMUNITY SHELTER INC
    301 MATHER ST
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 5,500
    NEWTON NORTH HIGH SCHOOL
    457 WALNUT STREET
    NEWTONVILLE,MA02460     		NONE PUBLIC GENERAL FUND 1,600
    OPTIONS FOR INDEPENDENT LIVING INC
    PO BOX 11967
    GREEN BAY,WI54307     		NONE PUBLIC GENERAL FUND 35,000
    PAULS PANTRY
    1529 LEO FRIGO WAY
    GREEN BAY,WI54302     		NONE PUBLIC GENERAL FUND 3,000
    PHI GAMMA DELTA EDUCATIONAL FOUNDATION
    PO BOX 4599
    LEXINGTON,KY40544     		NONE PUBLIC GENERAL FUND 500
    RAWHIDE
    E7475 RAWHIDE ROAD
    NEW LONDON,WI54961     		NONE PUBLIC GENERAL FUND 100
    ROTARY FOUNDATION OF GREEN BAY INC
    PO BOX 524
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 15,000
    SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303     		NONE PUBLIC GENERAL FUND 9,448
    SANIBEL CONGREGATIONAL UNITED CHURCH OF CHRIST
    2050 PERIWINKLE WAY
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 8,800
    SANIBEL-CAPTIVA CONSERVATION FOUNDATION
    PO BOX 839
    SANIBEL,FL33957     		NONE PUBLIC GENERAL FUND 1,000
    SCHOLARSHIPS INC
    2050 RIVERSIDE DRIVE STE 311
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 1,000
    SMITHSONIAN INSTITUTE
    PO BOX 9016
    PITTSFIELD,MA01202     		NONE PUBLIC GENERAL FUND 75
    ST NORBERT COLLEGE
    100 GRANT STREET
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 500
    ST JOHNS HOMELESS SHELTER
    PO BOX 1743
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 2,000
    UNION CONGREGATIONAL CHURCH
    716 S MADISON ST
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 23,100
    UNITED WAY SANIBEL CAPTIVA
    7273 CONCOURSE DR
    FT MYERS,FL33908     		NONE PUBLIC GENERAL FUND 1,000
    UNITY HOSPICE
    2366 OAK RIDGE CIRCLE
    DE PERE,WI54115     		NONE PUBLIC GENERAL FUND 12,100
    UW-GREEN BAY FOUNDATION
    2420 NICOLET DRIVE
    GREEN BAY,WI54311     		NONE PUBLIC GENERAL FUND 62,500
    WABASH COLLEGE
    GREATER WABASH FDN PO BOX 352
    CRAWFORDSVILLE,IN47933     		NONE PUBLIC GENERAL FUND 2,500
    WGCU (FL PBS)
    1051 FGCU BLVD
    FT MYERS,FL33965     		NONE PUBLIC GENERAL FUND 75
    WILLOW TREE CORNERSTONE CHILD ADVOCACY CENTER
    503 S MONROE AVENUE
    GREEN BAY,WI54305     		NONE PUBLIC GENERAL FUND 2,300
    WISCONSIN PUBLIC RADIO
    PO BOX 697
    RACINE,WI53401     		NONE PUBLIC GENERAL FUND 50
    WISCONSIN PUBLIC TV
    821 UNIVERSITY AVENUE
    MADISON,WI53706     		NONE PUBLIC GENERAL FUND 35
    YMCA
    235 N JEFFERSON STREET
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 500
    YWCA
    230 S MADISON ST
    GREEN BAY,WI54301     		NONE PUBLIC GENERAL FUND 250
    Total .................................bullet 3a 931,809
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 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....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 35,721  
    4 Dividends and interest from securities....     14 135,243  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 129  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 123,862  
    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).. 0 294,955 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    294,955
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    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.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    JOHN AND ENGRID MENG INC
          		Employer identification number
    39-1432568
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JACK AND ENGRID MENG  
    1218 FOX RIVER DRIVE
     
    DE PERE, WI54115

    		$ 263,063


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JACK AND ENGRID MENG  
    1218 FOX RIVER DRIVE
     
    DE PERE, WI54115

    		$ 340,525


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    GEORGE CAWMAN  
    10877 FALLING STAR DRIVE
     
    SCOTTSDALE, AZ85262

    		$ 1,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    JOHN AND ENGRID MENG INC
          		Employer identification number

    39-1432568
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1198 SH APPLE, INC. $ 263,063 2018-11-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 2315 SH UNION PACIFIC CORP $ 340,525 2018-11-01
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    JOHN AND ENGRID MENG INC
          		Employer identification number

    39-1432568
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 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 2018 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
    FLOORING IN NEW OFFICE 2012-05-04 20,393 2,964 SL 39.000000000000 523 0    
    WINDOW SEAT CUSHIONS 2012-10-16 641 277 200DB 7.000000000000 29 0    
    DRAPERIES 2012-10-16 4,155 1,799 200DB 7.000000000000 185 0    
    SMALL TABLE IN BREAKROOM 2012-06-27 920 398 200DB 7.000000000000 41 0    
    2 WINDSOR CHAIRS 2012-06-27 1,178 510 200DB 7.000000000000 53 0    
    GALLERIA 8 X 10 RUG 2012-06-27 3,040 1,317 200DB 7.000000000000 135 0    
    TWO SEAT ARM CHAIR 2012-06-27 1,155 500 200DB 7.000000000000 51 0    
    WINDSOR CHAIR 2012-06-27 903 390 200DB 7.000000000000 41 0    
    2 SIDE TABLES 2012-06-27 1,450 628 200DB 7.000000000000 65 0    
    RED VASE LAMP 2012-06-27 250 108 200DB 7.000000000000 11 0    
    BRASS REEDED STICK LAMP 2012-06-27 275 118 200DB 7.000000000000 13 0    
    2 LIGHT FIXTURES IN BATHROOM 2012-06-27 756 328 200DB 7.000000000000 33 0    
    BATHROOM MIRROR 2012-06-27 285 123 200DB 7.000000000000 13 0    
    CONSOLE TABLE 2012-06-27 1,428 619 200DB 7.000000000000 63 0    
    FOYER 5 X 7 OUSHAK RED/BROWN RUG 2012-06-27 920 398 200DB 7.000000000000 41 0    
    LIGHT FIXTURE 2012-06-27 498 215 200DB 7.000000000000 23 0    
    PORCELAIN LAMP 2012-06-27 275 118 200DB 7.000000000000 13 0    
    LEVERRE CARVED MIRROR 2012-06-27 525 227 200DB 7.000000000000 23 0    
    3 HALLWAY CEILING MOUNT FIXTURES 2012-06-27 1,494 647 200DB 7.000000000000 67 0    
    HALLWAY CONSOLE TABLE 2012-06-27 1,290 559 200DB 7.000000000000 57 0    
    BRASS/JADE TABLE LAMP 2012-06-27 225 97 200DB 7.000000000000 10 0    
    KIDNEY SHAPED DESK - ANGELA'S OFFICE 2012-09-11 5,930 2,568 200DB 7.000000000000 265 0    
    WINDSOR CHAIR - ANGELA'S OFFICE 2012-06-27 903 390 200DB 7.000000000000 41 0    
    9 X 12 RUG - ANGELA'S OFFICE 2012-06-27 4,100 1,776 200DB 7.000000000000 183 0    
    SIDE TABLE 2012-06-27 625 271 200DB 7.000000000000 27 0    
    GEORGETOWN FLOOR LAMP 2012-06-27 275 118 200DB 7.000000000000 13 0    
    48" ROUND WORK TABLE 2012-08-02 2,730 1,183 200DB 7.000000000000 121 0    
    76" CHERRY CONFERENCE TABLE 2012-08-02 3,444 1,492 200DB 7.000000000000 153 0    
    8 CHIPPINDALE SIDE CHAIRS 2012-08-02 6,720 2,911 200DB 7.000000000000 299 0    
    66" KITTINGER CUSTOM ROLL TOP DESK 2012-08-02 20,128 8,716 200DB 7.000000000000 899 0    
    SOFA 2012-08-02 3,256 1,410 200DB 7.000000000000 145 0    
    2 MARTHA WASHINGTON CHAIRS 2012-08-02 2,200 952 200DB 7.000000000000 99 0    
    2 ROUND LAMP TABLES 2012-08-02 1,920 832 200DB 7.000000000000 85 0    
    CHEST 2012-08-02 1,313 568 200DB 7.000000000000 59 0    
    2 PORCELAIN JAR LAMPS 2012-08-02 446 194 200DB 7.000000000000 19 0    
    2 9 X 12 RUGS - JACK'S OFFICE 2012-08-02 8,502 3,682 200DB 7.000000000000 379 0    
    CEILING FIXTURE - SITTING AREA 2012-08-02 1,798 778 200DB 7.000000000000 81 0    
    12' HALLWAY RUNNER 2012-09-11 1,140 494 200DB 7.000000000000 51 0    
    18' HALLWAY RUNNER 2012-10-16 1,810 784 200DB 7.000000000000 81 0    
    NEW OFFICE RENOVATIONS 2012-07-10 165,461 23,336 SL 39.000000000000 4,243 0    
    MONDOPAD 2012-03-22 5,306 2,653 200DB 5.000000000000 0 0    
    SIGN 2012-11-01 1,195 517 200DB 7.000000000000 53 0    
    APPLIANCES 2012-06-27 1,684 729 200DB 7.000000000000 75 0    
    LEASEHOLD IMPROVEMENTS - 301 N BROADWAY 2012-06-27 70,314 9,916 SL 39.000000000000 1,803 0    
    INFOCUS 55 IN. MONDOPAD 2012-06-27 5,044 2,522 200DB 5.000000000000 0 0    
    SCANNER, WIRELESS HEADSET 2012-09-19 549 274 200DB 5.000000000000 0 0    
    COMPUTER MONITOR WITH SPEAKERS 2012-10-09 425 212 200DB 5.000000000000 0 0    
    FRAMING AND MOUNTING OF UNITY PHOTOS 2012-12-06 864 374 200DB 7.000000000000 39 0    
    SECURE DOOR ENTRY SYSTEM FOR 301 BROADWAY 2012-03-20 1,995 864 200DB 7.000000000000 89 0    
    LEASEHOLD IMPROVEMENTS -WALLPAPER 2012-03-22 286 40 SL 39.000000000000 7 0    
    9448925-IN COMPUTER/PRINTER/MEMORY 2014-06-10 1,792 741 200DB 5.000000000000 103 0    

    TY 2018 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 1,862,728 1,800,735

    TY 2018 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 6,720,493 7,662,479
    2012 BASIS ADJUSTMENT 7,254 0
    2016 BASIS ADJUSTMENT 198,074 0
    2017 BASIS ADJUSTMENT 68,146 0

    TY 2018 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 200,000 191,587

    TY 2018 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
    FLOORING IN NEW OFFICE 20,393 3,487 16,906  
    WINDOW SEAT CUSHIONS 641 627 14  
    DRAPERIES 4,155 4,062 93  
    SMALL TABLE IN BREAKROOM 920 899 21  
    2 WINDSOR CHAIRS 1,178 1,152 26  
    GALLERIA 8 X 10 RUG 3,040 2,972 68  
    TWO SEAT ARM CHAIR 1,155 1,129 26  
    WINDSOR CHAIR 903 883 20  
    2 SIDE TABLES 1,450 1,418 32  
    RED VASE LAMP 250 244 6  
    BRASS REEDED STICK LAMP 275 269 6  
    2 LIGHT FIXTURES IN BATHROOM 756 739 17  
    BATHROOM MIRROR 285 279 6  
    CONSOLE TABLE 1,428 1,396 32  
    FOYER 5 X 7 OUSHAK RED/BROWN RUG 920 899 21  
    LIGHT FIXTURE 498 487 11  
    PORCELAIN LAMP 275 269 6  
    LEVERRE CARVED MIRROR 525 513 12  
    3 HALLWAY CEILING MOUNT FIXTURES 1,494 1,461 33  
    HALLWAY CONSOLE TABLE 1,290 1,261 29  
    BRASS/JADE TABLE LAMP 225 220 5  
    KIDNEY SHAPED DESK - ANGELA'S OFFICE 5,930 5,798 132  
    WINDSOR CHAIR - ANGELA'S OFFICE 903 883 20  
    9 X 12 RUG - ANGELA'S OFFICE 4,100 4,009 91  
    SIDE TABLE 625 611 14  
    GEORGETOWN FLOOR LAMP 275 269 6  
    48" ROUND WORK TABLE 2,730 2,669 61  
    76" CHERRY CONFERENCE TABLE 3,444 3,367 77  
    8 CHIPPINDALE SIDE CHAIRS 6,720 6,570 150  
    66" KITTINGER CUSTOM ROLL TOP DESK 20,128 19,679 449  
    SOFA 3,256 3,183 73  
    2 MARTHA WASHINGTON CHAIRS 2,200 2,151 49  
    2 ROUND LAMP TABLES 1,920 1,877 43  
    CHEST 1,313 1,284 29  
    2 PORCELAIN JAR LAMPS 446 436 10  
    2 9 X 12 RUGS - JACK'S OFFICE 8,502 8,312 190  
    CEILING FIXTURE - SITTING AREA 1,798 1,758 40  
    12' HALLWAY RUNNER 1,140 1,115 25  
    18' HALLWAY RUNNER 1,810 1,770 40  
    NEW OFFICE RENOVATIONS 165,461 27,579 137,882  
    MONDOPAD 5,306 5,306 0  
    SIGN 1,195 1,168 27  
    APPLIANCES 1,684 1,646 38  
    LEASEHOLD IMPROVEMENTS - 301 N BROADWAY 70,314 11,719 58,595  
    INFOCUS 55 IN. MONDOPAD 5,044 5,044 0  
    SCANNER, WIRELESS HEADSET 549 549 0  
    COMPUTER MONITOR WITH SPEAKERS 425 425 0  
    FRAMING AND MOUNTING OF UNITY PHOTOS 864 845 19  
    SECURE DOOR ENTRY SYSTEM FOR 301 BROADWAY 1,995 1,951 44  
    LEASEHOLD IMPROVEMENTS -WALLPAPER 286 47 239  
    9448925-IN COMPUTER/PRINTER/MEMORY 1,792 1,740 52  


    TY 2018 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 8,761 0   0


    TY 2018 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
    OTHER INVESTMENTS - UBS 19442 824,651 868,237 879,876
    THE BLACKSTONE GROUP 9,308 9,065 8,943
    ACCRUED INTEREST - ASSOCIATED TRUST 0 488 0


    TY 2018 OtherDecreasesSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN:
    39-1432568
    Description Amount
    NON-DEDUCTIBLE CONTRIBUTION TO JUDY KRALOVEC MEMORIAL FUND 100
    NON-DEDUCTIBLE CONTRIBUTION TO WILLOW TREE CHILD ADV CENTER 200


    TY 2018 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
    INSURANCE EXPENSE 366 183   0
    OFFICE SUPPLIES 1,583 791   0
    TELEPHONE 3,363 1,682   0
    DUES & SUBSCRIPTIONS 1,901 951   0
    POSTAGE 1,074 537   0
    COMPUTER & INTERNET EXPENSE 1,218 609   0
    OFFICE MAINTENANCE 3,461 1,731   0
    COMMUNICATION EXPENSE 172 86   0
    BANK SERVICE CHARGE 35 18   0


    TY 2018 OtherIncomeSchedule2
    Name:
    JOHN AND ENGRID MENG INC
    EIN:
    39-1432568
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    THE BLACKSTONE GROUP 129 129 129


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    JOHN AND ENGRID MENG INC
    EIN:
    39-1432568
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSOC TRUSTEE FEES 38,729 38,729   0
    ROBERT W BAIRD 7586 729 729   0
    ASSOC TRUST - FOREIGN TAX FEE 159 159   0
    THE BLACKSTONE GROUP 27 27   0
    ROBERT W BAIRD 7339 1,144 1,144   0


    TY 2018 SubstantialContributorsSch
    Name:
    JOHN AND ENGRID MENG INC
    EIN:
    39-1432568
    Name Address
    JOHN ENGRID MENG 1218 FOX RIVER DRIVE
    DE PERE,WI54115


    TY 2018 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-ASSOCIATED 2,842 2,842   0
    EMPLOYER FICA/MED EXPENSE 6,226 2,055   0
    2018 ESTIMATED TAXES 6,117 0   0