Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,424,141
J 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) 1,016,802
2 Check right arrow.............
3 Interest on savings and temporary cash investments 49,870 49,870  
4 Dividends and interest from securities... 178,474 178,474  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 374,377
b Gross sales price for all assets on line 6a 6,292,062
7 Capital gain net income (from Part IV, line 2)... 913,738
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)....... 173,818 173,818  
12 Total. Add lines 1 through 11........ 1,793,341 1,315,900  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,693 29,269   0
14 Other employee salaries and wages...... 10,769 3,554   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 18,559 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 70,792 70,792   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 19,221 2,608   0
19 Depreciation (attach schedule) and depletion... 6,576 0  
20 Occupancy.............. 12,000 6,000   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 21,861 10,932   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 248,471 123,155   0
25 Contributions, gifts, grants paid....... 1,793,459 1,793,459
26 Total expenses and disbursements. Add lines 24 and 25 2,041,930 123,155   1,793,459
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -248,589
b Net investment income (if negative, enter -0-) 1,192,745
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 543,814 517,982 517,982
2 Savings and temporary cash investments......... 565,217 728,607 728,607
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow100,000
Less: allowance for doubtful accounts right arrow0 90,000 100,000 100,000
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)....... 5,192,111 Click to see attachment
List of Attached Documents:
// Content
4,969,863
7,210,833
c Investments—corporate bonds (attach schedule)....... 2,016,602 Click to see attachment
List of Attached Documents:
// Content
1,876,262
1,820,798
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow368,580
Less: accumulated depreciation (attach schedule) right arrow187,838 187,318 Click to see attachment
List of Attached Documents:
// Content
180,742
-7,096
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,143,061
Click to see attachment
List of Attached Documents:
// Content
4,116,171
Click to see attachment
List of Attached Documents:
// Content
4,053,017
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,738,123 12,489,627 14,424,141
Liabilities 17 Accounts payable and accrued expenses.......... 2,536 3,318
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 2,536 3,318
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 12,735,587 12,486,309
29 Total net assets or fund balances (see instructions)..... 12,735,587 12,486,309
30 Total liabilities and net assets/fund balances (see instructions). 12,738,123 12,489,627
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,735,587
2
Enter amount from Part I, line 27a .....................
2
-248,589
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,486,998
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
689
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,486,309
Form 990-PF (2023)
Form 990-PF (2023)
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 SCH 1 - ASSOC TRUST 6007 P 2023-01-01 2023-12-31
b SCH 2 - ASSOC TRUST 6007 P 2022-01-01 2023-12-31
c SCH 3 - MORGAN STANLEY ETRADE 4836 P 2023-01-01 2023-12-31
d SCH 4 - MORGAN STANLEY ETRADE 4836 P 2022-01-01 2023-12-31
e SCH 5 - ETRADE FROM M/S 9021 P 2023-01-01 2023-12-31
SCH 6 - ETRADE FROM M/S 9021 P 2022-01-01 2023-12-31
SCH 7 - UBS FINANCIAL 9442 P 2022-01-01 2023-12-31
SCH 8 - UBS FINANCIAL 9230 P 2023-01-01 2023-12-31
SCH 9 - UBS FINANCIAL 9230 P 2022-01-01 2023-12-31
SCH 10 - UBS FINANCIAL 9620 P 2022-01-01 2023-12-31
CLASS ACTION HARMAN INTL IND P 2022-01-01 2023-09-11
CLASS ACTION COGNIZANT TECH P 2022-01-01 2023-11-20
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 606,812   520,785 86,027
b 3,374,728   2,644,326 730,402
c 18,304   19,638 -1,334
d 29,427   34,841 -5,414
e 286   271 15
2,319   2,449 -130
50,797   86,014 -35,217
1,277,712   1,225,000 52,712
670,000   670,000 0
254,121   175,000 79,121
155     155
270     270
7,131     7,131
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       86,027
b       730,402
c       -1,334
d       -5,414
e       15
      -130
      -35,217
      52,712
      0
      79,121
      155
      270
      7,131
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 2 913,738
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 16,579
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 16,579
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 16,579
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 18,310
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 18,310
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,731
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,731 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowANGELA CHETCUTI Telephone no.right arrow (920) 347-4564

Located atright arrow301 N BROADWAY 202DE PEREWI ZIP+4right arrow54115
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
88,693 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
13,028,106
b
Average of monthly cash balances.......................
1b
840,834
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,868,940
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
13,868,940
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
208,034
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,660,906
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
683,045
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
683,045
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
16,579
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,579
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
666,466
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
666,466
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 XII, line 1 ...
7
666,466
Part XI
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
1,793,459
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,793,459
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 666,466
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 355,457
b From 2019...... 744,672
c From 2020...... 453,789
d From 2021...... 316,361
e From 2022...... 677,081
f Total of lines 3a through e ........ 2,547,360
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,793,459
a Applied to 2022, 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 2023 distributable amount..... 666,466
e Remaining amount distributed out of corpus 1,126,993
5 Excess distributions carryover applied to 2023. 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 3,674,353
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
355,457
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
3,318,896
10 Analysis of line 9:
a Excess from 2019.... 744,672
b Excess from 2020.... 453,789
c Excess from 2021.... 316,361
d Excess from 2022.... 677,081
e Excess from 2023.... 1,126,993
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

BEAUX METTLER FOUNDATION

PO BOX 28586
GREEN BAY,WI54324
NONE PUBLIC GENERAL FUND 100

BELLIN COLLEGE

30201 EASTON ROAD
GREEN BAY,WI54311
NONE PUBLIC GENERAL FUND 231,000

CATHOLIC FOUNDATION

1825 RIVERSIDE DRIVE
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 1,000

ARMY WAR COLLEGE FOUNDATION INC

122 FORBES AVENUE
CARLISLE,PA17013
NONE PUBLIC GENERAL FUND 1,000

ASPIRO

1673 DOUSMAN STREET
GREEN BAY,WI54303
NONE PUBLIC GENERAL FUND 15,000

BELLIN HEALTH FOUNDATION

744 S WEBSTER AVENUE
GREEN BAY,WI54305
NONE PUBLIC GENERAL FUND 86,906

BIRDER STUDIO OF PERFORMING ARTS

123 S BROADWAY
DE PERE,WI54115
NONE PUBLIC GENERAL FUND 2,000

BOYS AND GIRLS CLUB OF GREEN BAY

311 S ONEIDA STREET
GREEN BAY,WI54303
NONE PUBLIC GENERAL FUND 130,000

CITY OF NEWTON

457 WALNUT STREET
NEWTON,MA02460
NONE PUBLIC GENERAL FUND 2,500

BROWN COUNTY UNITED WAY

112 N ADAMS ST STE 202
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 10,000

CASA OF BROWN COUNTY

414 E WALNUT ST SUTIE 170
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 5,000

CENTER FOR CHILDHOOD SAFETY

2827 RAMADA WAY
GREEN BAY,WI54304
NONE PUBLIC GENERAL FUND 1,000

CEREBRAL PALSY INC

2801 S WEBSTER AVENUE
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 5,000

CHARITY WATCH

PO BOX 578460
CHICAGO,IL60657
NONE PUBLIC GENERAL FUND 75

COLLEGE READY WI

715 SUPERIOR RD SUITE 102
GREEN BAY,WI54311
NONE PUBLIC GENERAL FUND 2,000

CONNECTIONS FOR MENTAL WELLNESS

PO BOX 13035
GREEN BAY,WI54307
NONE PUBLIC GENERAL FUND 78,627

CURATIVE CONNECTIONS

2900 CURRY LANE
GREEN BAY,WI54308
NONE PUBLIC GENERAL FUND 41,000

DE PAUW UNIVERSITY - ANNUAL FUND

PO BOX 37
GREENCASTLE,IN46135
NONE PUBLIC GENERAL FUND 500

DE PERE HISTORICAL SOCIETY

403 N BROADWAY
DE PERE,WI54115
NONE PUBLIC GENERAL FUND 15,500

DING DARLING WILDLIFE SOCIETY

1 WILDLIFE DRIVE
SANIBEL,FL33957
NONE PUBLIC GENERAL FUND 100

CURREY COLLEGE

1071 BLUE HILL AVE
MILTON,MA02186
NONE PUBLIC GENERAL FUND 7,955

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 1,625

EXCEPTIONAL EQUESTRIANS

1130 ORLANDO DRIVE
DE PERE,WI54115
NONE PUBLIC GENERAL FUND 4,500

FISH OF SANIBEL-CAPTIVA INC

2430 PERIWINKLE WAY
SANIBEL,FL33957
NONE PUBLIC GENERAL FUND 5,000

FAMILY SERVICES OF 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 FUND 28,500

FLORIDA REPERTORY THEATRE

2268 BAY ST
FT MYERS,FL33901
NONE PUBLIC GENERAL FUND 5,000

DEFINITELY DE PERE

117 N WISCONSIN ST STE 20
DE PERE,WI54115
NONE PUBLIC GENERAL FUND 500

DE PERE SPORTS EMPORIUM

1856 NIMITZ DR
DE PERE,WI54115
NONE PUBLIC GENERAL FUND 20,000

FRIENDS OF THE BROWN COUNTY LIBRARY

515 PINE STREET
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 100

FRIENDS OF THE SMITHSONIAN

PO BOX 9016
PITTSFIELD,MA01202
NONE PUBLIC GENERAL FUND 36

FRIENDS OF WISCONSIN PUBLIC TELEVISION

821 UNIVERSITY AVENUE
MADISON,WI53706
NONE PUBLIC GENERAL FUND 85

GOLDEN HOUSE

1120 UNIVERSITY AVENUE
GREEN BAY,WI54305
NONE PUBLIC GENERAL FUND 25,000

GREATER GREEN BAY COMMUNITY FOUNDATION

320 N BROADWAY STE 260
GREEN BAY,WI54303
NONE PUBLIC GENERAL FUND 76,000

GREATER GREEN BAY HABITAT FOR HUMANITY

1967 ALLOUEZ AVE
GREEN BAY,WI54311
NONE PUBLIC GENERAL FUND 301,000

GREATER GREEN BAY YMCA INC

235 N JEFFERSON STREET
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 500

GREEN BAY BOTANICAL GARDEN

2600 LARSEN ROAD
GREEN BAY,WI54303
NONE PUBLIC GENERAL FUND 200

GREEN BAY NEIGHBORHOODS

437 S JACKSON STREET
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 50,000

HERITAGE HILL FOUNDATION

2674 S VAN BUREN ST
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

LITERACY GREEN BAY

424 S MONROE AVENUE
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 100

MAKE A WISH FOUNDATION

100 W COLLEGE AVE STE 50E
APPLETON,WI54911
NONE PUBLIC GENERAL FUND 4,000

MAP INTERNATIONAL

4700 GLYNCO PARKWAY
BRUNSWICK,GA31525
NONE PUBLIC GENERAL FUND 40,000

GREEN BAY ACTION SPORTS ORGANIZATION

2351 HOLMGREN WAY
GREEN BAY,WI54304
NONE PUBLIC GENERAL FUND 25,000

NEIGHBORWORKS GREEN BAY

437 S JACKSON STREET
GREEN BAY,WI54301
NONE PUBLIC ADOPT A HOME FD 30,000

NEIGHBORWORKS GREEN BAY

437 S JACKSON STREET
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 28,205

NEVILLE PUBLIC MUSEUM

PO BOX 325
GREEN BAY,WI54305
NONE PUBLIC GENERAL FUND 10,250

NEW COMMUNITY SHELTER INC

301 MATHER ST
GREEN BAY,WI54303
NONE PUBLIC GENERAL FUND 100,100

NWTC EDUCATIONAL FOUNDATION INC

2740 W MASON ST
GREEN BAY,WI54303
NONE PUBLIC GENERAL FUND 20,000

OPTIONS FOR INDEPENDENT LIVING INC

555 COUNTRY CLUB RD
GREEN BAY,WI54307
NONE PUBLIC GENERAL FUND 50,000

ORAL HEALTH PARTNERSHIP

1245 MAIN STREET
GREEN BAY,WI54302
NONE PUBLIC GENERAL FUND 3,000

PEO FOUNDATION

3700 GRAND AVENUE
DES MOINES,IA50312
NONE PUBLIC GENERAL FUND 100

PAULS PANTRY

1529 LEO FRIGO WAY
GREEN BAY,WI54302
NONE PUBLIC GENERAL FUND 54,000

PHI GAMMA DELTA EDUCATIONAL FOUNDATION

PO BOX 4599
LEXINGTON,KY40544
NONE PUBLIC GENERAL FUND 500

ST JOHN'S MINISTRIES

411 ST JOHNS ST
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 25,000

RAWHIDE INC

E7475 RAWHIDE ROAD
NEW LONDON,WI54961
NONE PUBLIC GENERAL FUND 100

ROTARY FOUNDATION OF GREEN BAY

PO BOX 578460
GREEN BAY,WI54305
NONE PUBLIC GENERAL FUND 2,500

SANIBEL CONGREGATIONAL UNITED CHURCH OF CHRIST

2050 PERIWINKLE WAY
SANIBEL,FL33957
NONE PUBLIC GENERAL FUND 31,000

SANIBEL HISTORICAL SOCIETY

950 DUNLOP ROAD
SANIBEL,FL33957
NONE PUBLIC GENERAL FUND 1,000

ADULT & TEEN CHALLENGE

1460 SHAWANO AVENUE
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 25,000

ST NORBERT COLLEGE

100 GRANT STREET
DE PERE,WI54115
NONE PUBLIC GENERAL FUND 100

SYBLE HOPP SCHOOL

755 SCHEURING ROAD
DE PERE,WI54115
NONE PUBLIC GENERAL FUND 50,000

THE SALVATION ARMY OF GREEN BAY

626 UNION COURT
GREEN BAY,WI54303
NONE PUBLIC GENERAL FUND 62,620

UNION CONGREGATIONAL CHURCH

716 S MADISON ST
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 33,000

UNITY HOSPICE

2366 OAK RIDGE CIRCLE
DE PERE,WI54115
NONE PUBLIC GENERAL FUND 24,100

UW-GREEN BAY FOUNDATION

2420 NICOLET DRIVE
GREEN BAY,WI54311
NONE PUBLIC GENERAL FUND 2,500

WABASH COLLEGE

GREATER WABASH FDN PO BOX 352
CRAWFORDSVILLE,IN47933
NONE PUBLIC GENERAL FUND 1,000

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 3,000

WISCONSIN PUBLIC RADIO

PO BOX 697
RACINE,WI53401
NONE PUBLIC GENERAL FUND 50

YWCA

230 S MADISON ST
GREEN BAY,WI54301
NONE PUBLIC GENERAL FUND 250
Total .................................right arrow 3a 1,793,459
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 49,870  
4 Dividends and interest from securities ....     14 178,474  
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 .....     14 173,818  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 374,377  
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) .. 0 776,539 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
776,539
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
JOHN AND ENGRID MENG INC
 
Employer identification number
39-1432568
Part I
Contributors
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

$ 108,585


(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

$ 54,400


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 51,827


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

$ 67,093


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 52,360


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 111,881


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JOHN AND ENGRID MENG INC
 
Employer identification number
39-1432568
Part I
Contributors
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
7
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 54,804


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 99,845


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 50,623


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 58,647


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 49,014


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 50,365


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
JOHN AND ENGRID MENG INC
 
Employer identification number
39-1432568
Part I
Contributors
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
13
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 57,782


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 49,791


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 14,874


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
JACK AND ENGRID MENG
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 84,727


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
JC MENG SFI FOUNDATION
 
1218 FOX RIVER DRIVE
 
DE PERE, WI54115

$ 184


(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) (2023)
Schedule B (Form 990) (2023)
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
1000 SH ALPHABET INC $ 108,585 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
170 SH BERSHIRE HATHAWAY INC. $ 54,400 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
75 SH BLACKROCK INC $ 51,827 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
1300 SH BOSTON SCIENTIFIC CORP $ 67,093 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
200 SH THE CIGNA GROUP $ 52,360 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
1100 SH DISCOVER FINANCIAL SERVICES $ 111,881 2023-04-14
Schedule B (Form 990) (2023)
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
7
400 SH JPMORGAN CHASE & CO $ 54,804 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
8
200 SH LAM RESEARCH CORP $ 99,845 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
9
250 SH LOWE'S COMPANIES INC. $ 50,623 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
10
205 SH MICROSOFT CORP $ 58,647 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
11
700 SH MONDELEZ INTL INC $ 49,014 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
12
150 SH OLD DOMINION FREIGHT LINES INC $ 50,365 2023-04-14
Schedule B (Form 990) (2023)
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
13
125 SH SERVICENOW INC $ 57,782 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
14
85 SH THERMO FISHER SCIENTIFIC INC $ 49,791 2023-04-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
15
127 SH ALPHABET INC CL A $ 14,874 2023-08-03
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
16
4591 SH ASSOCIATED BANC CORP $ 84,727 2023-08-03
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 2023 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 5,579 SL 39.000000000000 523 0    
WINDOW SEAT CUSHIONS 2012-10-16 641 320 200DB 7.000000000000 0 0    
DRAPERIES 2012-10-16 4,155 2,077 200DB 7.000000000000 0 0    
SMALL TABLE IN BREAKROOM 2012-06-27 920 460 200DB 7.000000000000 0 0    
2 WINDSOR CHAIRS 2012-06-27 1,178 589 200DB 7.000000000000 0 0    
GALLERIA 8 X 10 RUG 2012-06-27 3,040 1,520 200DB 7.000000000000 0 0    
TWO SEAT ARM CHAIR 2012-06-27 1,155 577 200DB 7.000000000000 0 0    
WINDSOR CHAIR 2012-06-27 903 451 200DB 7.000000000000 0 0    
2 SIDE TABLES 2012-06-27 1,450 725 200DB 7.000000000000 0 0    
RED VASE LAMP 2012-06-27 250 125 200DB 7.000000000000 0 0    
BRASS REEDED STICK LAMP 2012-06-27 275 137 200DB 7.000000000000 0 0    
2 LIGHT FIXTURES IN BATHROOM 2012-06-27 756 378 200DB 7.000000000000 0 0    
BATHROOM MIRROR 2012-06-27 285 142 200DB 7.000000000000 0 0    
CONSOLE TABLE 2012-06-27 1,428 714 200DB 7.000000000000 0 0    
FOYER 5 X 7 OUSHAK RED/BROWN RUG 2012-06-27 920 460 200DB 7.000000000000 0 0    
LIGHT FIXTURE 2012-06-27 498 249 200DB 7.000000000000 0 0    
PORCELAIN LAMP 2012-06-27 275 137 200DB 7.000000000000 0 0    
LEVERRE CARVED MIRROR 2012-06-27 525 262 200DB 7.000000000000 0 0    
3 HALLWAY CEILING MOUNT FIXTURES 2012-06-27 1,494 747 200DB 7.000000000000 0 0    
HALLWAY CONSOLE TABLE 2012-06-27 1,290 645 200DB 7.000000000000 0 0    
BRASS/JADE TABLE LAMP 2012-06-27 225 112 200DB 7.000000000000 0 0    
KIDNEY SHAPED DESK - ANGELA'S OFFICE 2012-09-11 5,930 2,965 200DB 7.000000000000 0 0    
WINDSOR CHAIR - ANGELA'S OFFICE 2012-06-27 903 451 200DB 7.000000000000 0 0    
9 X 12 RUG - ANGELA'S OFFICE 2012-06-27 4,100 2,050 200DB 7.000000000000 0 0    
SIDE TABLE 2012-06-27 625 312 200DB 7.000000000000 0 0    
GEORGETOWN FLOOR LAMP 2012-06-27 275 137 200DB 7.000000000000 0 0    
48" ROUND WORK TABLE 2012-08-02 2,730 1,365 200DB 7.000000000000 0 0    
76" CHERRY CONFERENCE TABLE 2012-08-02 3,444 1,722 200DB 7.000000000000 0 0    
8 CHIPPINDALE SIDE CHAIRS 2012-08-02 6,720 3,360 200DB 7.000000000000 0 0    
66" KITTINGER CUSTOM ROLL TOP DESK 2012-08-02 20,128 10,064 200DB 7.000000000000 0 0    
SOFA 2012-08-02 3,256 1,628 200DB 7.000000000000 0 0    
2 MARTHA WASHINGTON CHAIRS 2012-08-02 2,200 1,100 200DB 7.000000000000 0 0    
2 ROUND LAMP TABLES 2012-08-02 1,920 960 200DB 7.000000000000 0 0    
CHEST 2012-08-02 1,313 656 200DB 7.000000000000 0 0    
2 PORCELAIN JAR LAMPS 2012-08-02 446 223 200DB 7.000000000000 0 0    
2 9 X 12 RUGS - JACK'S OFFICE 2012-08-02 8,502 4,251 200DB 7.000000000000 0 0    
CEILING FIXTURE - SITTING AREA 2012-08-02 1,798 899 200DB 7.000000000000 0 0    
12' HALLWAY RUNNER 2012-09-11 1,140 570 200DB 7.000000000000 0 0    
18' HALLWAY RUNNER 2012-10-16 1,810 905 200DB 7.000000000000 0 0    
NEW OFFICE RENOVATIONS 2012-07-10 165,461 44,551 SL 39.000000000000 4,243 0    
MONDOPAD 2012-03-22 5,306 2,653 200DB 5.000000000000 0 0    
SIGN 2012-11-01 1,195 597 200DB 7.000000000000 0 0    
APPLIANCES 2012-06-27 1,684 842 200DB 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS - 301 N BROADWAY 2012-06-27 70,314 18,931 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 2012-12-06 864 432 200DB 7.000000000000 0 0    
SECURE DOOR ENTRY SYSTEM FOR 301 BROADWAY 2012-03-20 1,995 997 200DB 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS -WALLPAPER 2012-03-22 286 75 SL 39.000000000000 7 0    
9448925-IN COMPUTER/PRINTER/MEMORY 2014-06-10 1,792 896 200DB 5.000000000000 0 0    
HP ELITEDESK 800 COMPUTER 2019-12-31 2,600   200DB 5.000000000000 0 0    
LASERJET PRO 500 PRINTER 2019-12-31 750   200DB 5.000000000000 0 0    
HP PRODEST 600 COMPUTER 2020-09-30 1,019   200DB 5.000000000000 0 0    

TY 2023 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 1,876,262 1,820,798

TY 2023 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 3,934,281 7,210,833
2016 BASIS ADJUSTMENT 147,984 0
2020 BASIS ADJUSTMENT 142,669 0
2021 BASIS ADJUSTMENT 255,588 0
2022 BASIS ADJUSTMENT 128,275 0
2023 BASIS ADJUSTMENT 361,066 0

TY 2023 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 6,102 14,291  
WINDOW SEAT CUSHIONS 641 641 0  
DRAPERIES 4,155 4,155 0  
SMALL TABLE IN BREAKROOM 920 920 0  
2 WINDSOR CHAIRS 1,178 1,178 0  
GALLERIA 8 X 10 RUG 3,040 3,040 0  
TWO SEAT ARM CHAIR 1,155 1,155 0  
WINDSOR CHAIR 903 903 0  
2 SIDE TABLES 1,450 1,450 0  
RED VASE LAMP 250 250 0  
BRASS REEDED STICK LAMP 275 275 0  
2 LIGHT FIXTURES IN BATHROOM 756 756 0  
BATHROOM MIRROR 285 285 0  
CONSOLE TABLE 1,428 1,428 0  
FOYER 5 X 7 OUSHAK RED/BROWN RUG 920 920 0  
LIGHT FIXTURE 498 498 0  
PORCELAIN LAMP 275 275 0  
LEVERRE CARVED MIRROR 525 525 0  
3 HALLWAY CEILING MOUNT FIXTURES 1,494 1,494 0  
HALLWAY CONSOLE TABLE 1,290 1,290 0  
BRASS/JADE TABLE LAMP 225 225 0  
KIDNEY SHAPED DESK - ANGELA'S OFFICE 5,930 5,930 0  
WINDSOR CHAIR - ANGELA'S OFFICE 903 903 0  
9 X 12 RUG - ANGELA'S OFFICE 4,100 4,100 0  
SIDE TABLE 625 625 0  
GEORGETOWN FLOOR LAMP 275 275 0  
48" ROUND WORK TABLE 2,730 2,730 0  
76" CHERRY CONFERENCE TABLE 3,444 3,444 0  
8 CHIPPINDALE SIDE CHAIRS 6,720 6,720 0  
66" KITTINGER CUSTOM ROLL TOP DESK 20,128 20,128 0  
SOFA 3,256 3,256 0  
2 MARTHA WASHINGTON CHAIRS 2,200 2,200 0  
2 ROUND LAMP TABLES 1,920 1,920 0  
CHEST 1,313 1,313 0  
2 PORCELAIN JAR LAMPS 446 446 0  
2 9 X 12 RUGS - JACK'S OFFICE 8,502 8,502 0  
CEILING FIXTURE - SITTING AREA 1,798 1,798 0  
12' HALLWAY RUNNER 1,140 1,140 0  
18' HALLWAY RUNNER 1,810 1,810 0  
NEW OFFICE RENOVATIONS 165,461 48,794 116,667  
MONDOPAD 5,306 5,306 0  
SIGN 1,195 1,195 0  
APPLIANCES 1,684 1,684 0  
LEASEHOLD IMPROVEMENTS - 301 N BROADWAY 70,314 20,734 49,580  
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 864 864 0  
SECURE DOOR ENTRY SYSTEM FOR 301 BROADWAY 1,995 1,995 0  
LEASEHOLD IMPROVEMENTS -WALLPAPER 286 82 204  
9448925-IN COMPUTER/PRINTER/MEMORY 1,792 1,792 0  
HP ELITEDESK 800 COMPUTER 2,600 2,600 0  
LASERJET PRO 500 PRINTER 750 750 0  
HP PRODEST 600 COMPUTER 1,019 1,019 0  


TY 2023 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 18,559 0   0


TY 2023 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 4,143,061 4,116,171 4,053,017


TY 2023 OtherDecreasesSchedule
Name:
JOHN AND ENGRID MENG INC
EIN:
39-1432568
Description Amount
NON-DEDUCTIBLE CONTRIBUTION - NEWTON PUBLIC SCHOOLS 500
NON-DEDUCTIBLE CONTRIBUTION TO HERITAGE HILL STATE PARK 150
NON-DEDUCTIBLE CONTRIBUTION TO FRIENDS OF THE SMITHSONIAN 39


TY 2023 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 432 216   0
OFFICE SUPPLIES 3,271 1,636   0
TELEPHONE 5,000 2,500   0
DUES & SUBSCRIPTIONS 1,730 865   0
POSTAGE 922 461   0
COMPUTER & INTERNET EXPENSE 7,010 3,505   0
OFFICE MAINTENANCE 2,851 1,426   0
COMMUNICATION EXPENSE 145 73   0
PAYROLL SUBSCRIPTION 500 250   0


TY 2023 OtherIncomeSchedule2
Name:
JOHN AND ENGRID MENG INC
EIN:
39-1432568
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UBS FIN SERV 29230 186,612 186,612 186,612
UBS FIN SERV 29230 -14,180 -14,180 -14,180
UBS FIN SERV 29620 1,386 1,386 1,386


TY 2023 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 45,820 45,820   0
UBS FEES 29230 24,972 24,972   0


TY 2023 SubstantialContributorsSch
Name:
JOHN AND ENGRID MENG INC
EIN:
39-1432568
Name Address
JOHN ENGRID MENG 1218 FOX RIVER DRIVE
DE PERE,WI54115


TY 2023 TaxesSchedule
Name:
JOHN AND ENGRID MENG INC
EIN:
39-1432568
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EMPLOYER FICA/MED EXPENSE 7,609 2,511   0
2022 ESTIMATED TAXES 10,000 0   0
FOREIGN TAX WITHHELD 1,515 0   0
ASSOC FOREIGN TAX ADR 97 97   0