TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
Angie Williams Cox Library Inc

% James Buckley

Number and street (or P.O. box number if mail is not delivered to street address)119 North Main St
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Pardeeville, WI53954

A Employer identification number

39-0816893

B Telephone number (see instructions)

(608) 429-2354

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,185,066J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	90,195		86,747	90,195
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10	List of Attached Documents: // Content	114,862
b	Gross sales price for all assets on line 6a 114,862
7	Capital gain net income (from Part IV, line 2)...			114,862
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).....		0
11	Other income (attach schedule).......		0
12	Total. Add lines 1 through 11........	205,057		201,609	90,195
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	599			599
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	5,625			5,625
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,047			1,047
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	48,049
20	Occupancy..............	50,240				50,240
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	17,357	14,214		3,143
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	122,917		14,214		60,654
25	Contributions, gifts, grants paid.......	101,800				101,800
26	Total expenses and disbursements. Add lines 24 and 25	224,717		14,214		162,454
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-19,660
b	Net investment income (if negative, enter -0-)			187,395
c	Adjusted net income (if negative, enter -0-)...				90,195

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	9,098	12,966	12,966
	2	Savings and temporary cash investments.........	55,524	56,947	56,947
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....		0
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts		0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	909,120	List of Attached Documents: // Content 286,176	278,205
	b	Investments—corporate stock (attach schedule).......	1,713,647	List of Attached Documents: // Content 2,352,016	2,950,945
	c	Investments—corporate bonds (attach schedule).......		0
	11	Investments—land, buildings, and equipment: basis 1,680,034
		Less: accumulated depreciation (attach schedule) 794,031	854,379	List of Attached Documents: // Content 886,003	886,003
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........		0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	15	Other assets (describe )	0	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,541,768	3,594,108	4,185,066
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons		0
	21	Mortgages and other notes payable (attach schedule)......		0
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............	3,541,768	3,594,108
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	3,541,768	3,594,108
	30	Total liabilities and net assets/fund balances (see instructions).	3,541,768	3,594,108

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,541,768

Enter amount from Part I, line 27a .....................

-19,660

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

72,000

Add lines 1, 2, and 3 ..........................

3,594,108

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,594,108

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.)
1a
b
c
d
e

(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
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	114,862
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,605
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	2,605
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,605
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,600
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,600
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,005
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

www.pardeevillelibrary.com

The books are in care of right arrow

James Buckley Telephone no. right arrow

(608) 566-5518

Located at right arrow

207 Bayview DrPardeevilleWI ZIP+4 right arrow

53954

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 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
CAROL ZIEHMKE	President 1.000	0
206 Chandler Park Dr Pardeeville,WI53954	President 1.000	0
CHERYL H NEEF	Vice President 1.000	0
N7647 Cty Rd SS Pardeeville,WI53954	Vice President 1.000	0
MICHAEL MUSCANERO	Secretary 1.000	0
405 Lake Street Pardeeville,WI53954	Secretary 1.000	0
JAMES BUCKLEY	Treasurer 2.000	0
207 Bayview Dr Pardeeville,WI53954	Treasurer 2.000	0
JIM KELLY	Director 1.000	0
W5667 Carol Ct Pardeeville,WI53954	Director 1.000	0
JOAN FOSTER	Director 1.000	0
312 Main Street Pardeeville,WI53954	Director 1.000	0

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










Total number of other employees paid over $50,000...................

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

Total number of others receiving over $50,000 for professional services............. right arrow

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	Provided Library Building Support for the operations of the Library	122,917
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	NA
2


All other program-related investments. See instructions.
3		0

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,152,276

Average of monthly cash balances.......................

28,556

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,180,832

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,180,832

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

47,712

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

3,133,120

Minimum investment return. Enter 5% (0.05) of line 5................

156,656

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.)

Minimum investment return from Part IX, line 6..................

156,656

Tax on investment income for 2022 from Part V, line 5.......

2,605

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,605

Distributable amount before adjustments. Subtract line 2c from line 1............

154,051

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

154,051

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

154,051

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

162,454

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

79,673

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

242,127

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7				154,051
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......	129,679
f Total of lines 3a through e ........		129,679
4Qualifying distributions for 2023 from Part
XI, line 4: $ 242,127
a Applied to 2022, but not more than line 2a
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.....				154,051
e Remaining amount distributed out of corpus		88,076
5 Excess distributions carryover applied to 2023.
(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		217,755
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		217,755
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....	129,679
e Excess from 2023....	88,076

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 4942(j)(3) or4942(j)(5)

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	(e) Total
	0				0
b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....					0
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 ......					0
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)					0
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..					0
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) ....					0
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....					0
(3) Largest amount of support from an exempt organization					0
(4) Gross investment income					0

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).)

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Pardeeville Public Library 119 N Main St Pardeeville,WI53954		GOV	To Provide Library Building Rent FMV	72,000
Pardeeville Public Library 119 N Main St Pardeeville,WI53954		GOV	To Support Library Operations	29,800
Total ................................. 3a				101,800

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	86,747	3,448
4 Dividends and interest from securities ....
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 .....
8 Gain or (loss) from sales of assets other than inventory ............			18	114,862
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				201,609	3,448

13Total. Add line 12, columns (b), (d), and (e)..................

205,057

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
3	Contributed to the Support of the Public Library Building and Operations
8	Contributed to the Support of the Public Library Building and Operations

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:	23017731
Software Version:	ta23mefv1.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Accounting Fees	599			599

- TIN:

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

TY 2023 DepreciationSchedule

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Description of Property	Date Acquired	Cost or Other Basis	Computation Method	Current Year's Depreciation Expense
Building	1950-01-01	102,355
Remodeling	1990-06-01	5,185
Basement Remodeling	1992-05-01	26,277
Handicap Accessible Ramp	1993-08-01	13,084
Elevator	1996-12-01	104,008
Elevator	1997-06-01	112,532
Building Improvements	1998-06-01	40,884
Building Improvements	1999-07-01	35,607
Window Improvements	2000-01-06	2,646
Restroom Improvements	2000-03-06	17,605
Masonry Landscaping	2002-06-29	11,895
2 Doors Main Floor	2003-01-13	5,601
Sump Pump	2004-09-28	560
Carpeting	2004-12-28	9,217
Air Conditioners	2005-07-15	4,872
Roof and Windows	2005-12-28	38,005
Bldg ImprovRestoration	2006-10-11	38,350
Carpeting	2007-04-03	3,810
Upper Level Child Area	2007-11-19	5,000
Windows	2007-12-11	12,310
Windows	2008-07-23	12,310
Boiler	2008-07-23	22,982
Sump Pump	2008-07-23	360
Carpeting	2008-11-20	7,280
Remodeling	2013-12-01	460,705
Storm Windows	2015-01-01	5,174
Storm Windows	2015-03-01	4,907
Storm Windows	2015-04-01	1,225
Wall Repair	2016-04-01	10,325
Fence	2016-11-01	8,362
3rd Floor Remodeling	2016-09-01	16,474
Equipment	1950-01-01	28,540
TVVCR Stand	1989-05-01	666
Fans	1989-06-01	851
Carpet	1990-11-01	11,326
Cabinet	1994-01-01	441
Air Conditioner	1994-07-01	1,010
File Cabinet	1994-08-01	413
Vacuum	1995-05-22	485
Book Return	1995-06-30	356
Copier	1997-04-08	4,165
Storage Shed	1998-01-02	710
Desk and Chairs	1998-04-25	6,632
Refridgerator	1998-05-06	258
Equipment Rohdes	1998-05-27	430
Air Conditioner	1998-08-08	775
Hotpoint Refridgerator	1999-07-13	425
Tappan Range	1999-07-13	390
Lincoln Portrait Restore	2000-02-22	2,200
Flag Pole	2000-08-02	1,151
Decorative Art Items	2000-10-10	1,950
22 Ornamental Fence	2000-11-30	834
Scanner Copier	2001-01-04	1,348
Decorative aRT wORK	2001-11-19	200
Copier	2001-12-07	4,988
Color Laser Printer	2002-04-19	2,016
Computer	2002-04-22	1,500
Air Conditioner	2002-08-12	650
Fence	2002-10-17	2,743
45ft Light Liberty Flag	2002-12-14	1,331
File Cabinet	2003-03-20	116
Corner Workstation	2003-04-11	489
2 Dell Computers	2003-06-06	2,381
Vacuum	2005-01-18	389
DVDVCR	2005-03-03	80
Bench for Lawn	2005-05-31	1,030
Computers	2005-06-21	639
ComputerMonitorScanner	2006-01-03	2,783
Chair Caddy	2006-01-16	477
Dell Computer	2006-06-15	1,040
HP Lazerjet Printer	2006-06-15	412
Bulletin Board Cabinet	2007-04-11	676
Toro Lawn Mower	2007-04-18	431
Sharp Copier	2007-04-30	7,139
Dell 1800 MP DLP Projtr	2007-05-31	799
Frigidaire Dehumidifier	2007-07-24	225
Wood Display Case	2007-10-09	2,850
AccuCut Die Cut System	2007-11-19	1,022
Clock Light Package	2007-12-26	1,995
Wireless Server	2008-01-30	1,252
Guest Chairs	2008-04-21	1,120
2 Dell PCs W Monitor	2008-05-21	1,925
Book Supports	2009-01-06	435
Coffee Maker	2009-01-19	159
2 Book Cases	2009-05-25	118
Lower Level Cabinets	2009-03-17	4,581
Counter Tops	2009-04-16	5,616
RefridgDishwsrRange	2009-04-16	1,650
Table and Chairs	2010-11-18	980
File Cabinet	2010-02-06	184
Computer Chairs	2010-05-17	233
3 New Computer Systems	2010-01-04	2,604
Software	2010-02-23	204
Childrens Table Chairs	2011-01-31	1,540
Table amd Chairs	2011-08-01	410
Automated External Defib	2011-04-15	1,699
Neef Memorial Fountain	2011-05-01	14,980
Microwave	2011-12-01	290
Printer	2011-01-01	212
2 Dell Computers	2011-12-01	1,427
Laptop	2013-05-01	993
Refridgerator	2014-08-02	640
Dell PCs 2	2014-08-19	1,388
Chairs	2016-11-01	3,681
SCLS Computers	2016-11-01	997
Land	1950-01-01	3,645
Land	2002-02-28	58,600
Land Demolition	2002-04-15	3,024
Shelves	2017-11-15	2,233
Computers	2018-11-15	2,714
Filing Cabinets	2018-01-05	1,059
Tables and Chairs	2021-06-15	13,912
Basement Repair	2022-04-15	10,800	AltMACRS SL	276
Land Imprv W Alley 2023	2023-10-15	79,673	AltMACRS SL	661
Building	1950-01-01	102,355
Remodeling	1990-06-01	5,185
Basement Remodeling	1992-05-01	26,277
Handicap Accessible Ramp	1993-08-01	13,084
Elevator	1996-12-01	104,008
Elevator	1997-06-01	112,532
Building Improvements	1998-06-01	40,884
Building Improvements	1999-07-01	35,607
Window Improvements	2000-01-06	2,646
Restroom Improvements	2000-03-06	17,605
Masonry Landscaping	2002-06-29	11,895
2 Doors Main Floor	2003-01-13	5,601
Sump Pump	2004-09-28	560
Carpeting	2004-12-28	9,217
Air Conditioners	2005-07-15	4,872
Roof and Windows	2005-12-28	38,005
Bldg ImprovRestoration	2006-10-11	38,350
Carpeting	2007-04-03	3,810
Upper Level Child Area	2007-11-19	5,000
Windows	2007-12-11	12,310
Windows	2008-07-23	12,310
Boiler	2008-07-23	22,982
Sump Pump	2008-07-23	360
Carpeting	2008-11-20	7,280
Remodeling	2013-12-01	460,705
Storm Windows	2015-01-01	5,174
Storm Windows	2015-03-01	4,907
Storm Windows	2015-04-01	1,225
Wall Repair	2016-04-01	10,325
Fence	2016-11-01	8,362
3rd Floor Remodeling	2016-09-01	16,474
Equipment	1950-01-01	28,540
TVVCR Stand	1989-05-01	666
Fans	1989-06-01	851
Carpet	1990-11-01	11,326
Cabinet	1994-01-01	441
Air Conditioner	1994-07-01	1,010
File Cabinet	1994-08-01	413
Vacuum	1995-05-22	485
Book Return	1995-06-30	356
Copier	1997-04-08	4,165
Storage Shed	1998-01-02	710
Desk and Chairs	1998-04-25	6,632
Refridgerator	1998-05-06	258
Equipment Rohdes	1998-05-27	430
Air Conditioner	1998-08-08	775
Hotpoint Refridgerator	1999-07-13	425
Tappan Range	1999-07-13	390
Lincoln Portrait Restore	2000-02-22	2,200
Flag Pole	2000-08-02	1,151
Decorative Art Items	2000-10-10	1,950
22 Ornamental Fence	2000-11-30	834
Scanner Copier	2001-01-04	1,348
Decorative aRT wORK	2001-11-19	200
Copier	2001-12-07	4,988
Color Laser Printer	2002-04-19	2,016
Computer	2002-04-22	1,500
Air Conditioner	2002-08-12	650
Fence	2002-10-17	2,743
45ft Light Liberty Flag	2002-12-14	1,331
File Cabinet	2003-03-20	116
Corner Workstation	2003-04-11	489
2 Dell Computers	2003-06-06	2,381
Vacuum	2005-01-18	389
DVDVCR	2005-03-03	80
Bench for Lawn	2005-05-31	1,030
Computers	2005-06-21	639
ComputerMonitorScanner	2006-01-03	2,783
Chair Caddy	2006-01-16	477
Dell Computer	2006-06-15	1,040
HP Lazerjet Printer	2006-06-15	412
Bulletin Board Cabinet	2007-04-11	676
Toro Lawn Mower	2007-04-18	431
Sharp Copier	2007-04-30	7,139
Dell 1800 MP DLP Projtr	2007-05-31	799
Frigidaire Dehumidifier	2007-07-24	225
Wood Display Case	2007-10-09	2,850
AccuCut Die Cut System	2007-11-19	1,022
Clock Light Package	2007-12-26	1,995
Wireless Server	2008-01-30	1,252
Guest Chairs	2008-04-21	1,120
2 Dell PCs W Monitor	2008-05-21	1,925
Book Supports	2009-01-06	435
Coffee Maker	2009-01-19	159
2 Book Cases	2009-05-25	118
Lower Level Cabinets	2009-03-17	4,581
Counter Tops	2009-04-16	5,616
RefridgDishwsrRange	2009-04-16	1,650
Table and Chairs	2010-11-18	980
File Cabinet	2010-02-06	184
Computer Chairs	2010-05-17	233
3 New Computer Systems	2010-01-04	2,604
Software	2010-02-23	204
Childrens Table Chairs	2011-01-31	1,540
Table amd Chairs	2011-08-01	410
Automated External Defib	2011-04-15	1,699
Neef Memorial Fountain	2011-05-01	14,980
Microwave	2011-12-01	290
Printer	2011-01-01	212
2 Dell Computers	2011-12-01	1,427
Laptop	2013-05-01	993
Refridgerator	2014-08-02	640
Dell PCs 2	2014-08-19	1,388
Chairs	2016-11-01	3,681
SCLS Computers	2016-11-01	997
Land	1950-01-01	3,645
Land	2002-02-28	58,600
Land Demolition	2002-04-15	3,024
Shelves	2017-11-15	2,233
Computers	2018-11-15	2,714
Filing Cabinets	2018-01-05	1,059
Tables and Chairs	2021-06-15	13,912
Basement Repair	2022-04-15	10,800	AltMACRS SL	276
Land Imprv W Alley 2023	2023-10-15	79,673	AltMACRS SL	661

- TIN:

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

TY 2023 DepreciationSchedule

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Description of Property	Date Acquired	Cost or Other Basis	Computation Method	Current Year's Depreciation Expense
Building	1950-01-01	102,355
Remodeling	1990-06-01	5,185
Basement Remodeling	1992-05-01	26,277
Handicap Accessible Ramp	1993-08-01	13,084
Elevator	1996-12-01	104,008
Elevator	1997-06-01	112,532
Building Improvements	1998-06-01	40,884
Building Improvements	1999-07-01	35,607
Window Improvements	2000-01-06	2,646
Restroom Improvements	2000-03-06	17,605
Masonry Landscaping	2002-06-29	11,895
2 Doors Main Floor	2003-01-13	5,601
Sump Pump	2004-09-28	560
Carpeting	2004-12-28	9,217
Air Conditioners	2005-07-15	4,872
Roof and Windows	2005-12-28	38,005
Bldg ImprovRestoration	2006-10-11	38,350
Carpeting	2007-04-03	3,810
Upper Level Child Area	2007-11-19	5,000
Windows	2007-12-11	12,310
Windows	2008-07-23	12,310
Boiler	2008-07-23	22,982
Sump Pump	2008-07-23	360
Carpeting	2008-11-20	7,280
Remodeling	2013-12-01	460,705
Storm Windows	2015-01-01	5,174
Storm Windows	2015-03-01	4,907
Storm Windows	2015-04-01	1,225
Wall Repair	2016-04-01	10,325
Fence	2016-11-01	8,362
3rd Floor Remodeling	2016-09-01	16,474
Equipment	1950-01-01	28,540
TVVCR Stand	1989-05-01	666
Fans	1989-06-01	851
Carpet	1990-11-01	11,326
Cabinet	1994-01-01	441
Air Conditioner	1994-07-01	1,010
File Cabinet	1994-08-01	413
Vacuum	1995-05-22	485
Book Return	1995-06-30	356
Copier	1997-04-08	4,165
Storage Shed	1998-01-02	710
Desk and Chairs	1998-04-25	6,632
Refridgerator	1998-05-06	258
Equipment Rohdes	1998-05-27	430
Air Conditioner	1998-08-08	775
Hotpoint Refridgerator	1999-07-13	425
Tappan Range	1999-07-13	390
Lincoln Portrait Restore	2000-02-22	2,200
Flag Pole	2000-08-02	1,151
Decorative Art Items	2000-10-10	1,950
22 Ornamental Fence	2000-11-30	834
Scanner Copier	2001-01-04	1,348
Decorative aRT wORK	2001-11-19	200
Copier	2001-12-07	4,988
Color Laser Printer	2002-04-19	2,016
Computer	2002-04-22	1,500
Air Conditioner	2002-08-12	650
Fence	2002-10-17	2,743
45ft Light Liberty Flag	2002-12-14	1,331
File Cabinet	2003-03-20	116
Corner Workstation	2003-04-11	489
2 Dell Computers	2003-06-06	2,381
Vacuum	2005-01-18	389
DVDVCR	2005-03-03	80
Bench for Lawn	2005-05-31	1,030
Computers	2005-06-21	639
ComputerMonitorScanner	2006-01-03	2,783
Chair Caddy	2006-01-16	477
Dell Computer	2006-06-15	1,040
HP Lazerjet Printer	2006-06-15	412
Bulletin Board Cabinet	2007-04-11	676
Toro Lawn Mower	2007-04-18	431
Sharp Copier	2007-04-30	7,139
Dell 1800 MP DLP Projtr	2007-05-31	799
Frigidaire Dehumidifier	2007-07-24	225
Wood Display Case	2007-10-09	2,850
AccuCut Die Cut System	2007-11-19	1,022
Clock Light Package	2007-12-26	1,995
Wireless Server	2008-01-30	1,252
Guest Chairs	2008-04-21	1,120
2 Dell PCs W Monitor	2008-05-21	1,925
Book Supports	2009-01-06	435
Coffee Maker	2009-01-19	159
2 Book Cases	2009-05-25	118
Lower Level Cabinets	2009-03-17	4,581
Counter Tops	2009-04-16	5,616
RefridgDishwsrRange	2009-04-16	1,650
Table and Chairs	2010-11-18	980
File Cabinet	2010-02-06	184
Computer Chairs	2010-05-17	233
3 New Computer Systems	2010-01-04	2,604
Software	2010-02-23	204
Childrens Table Chairs	2011-01-31	1,540
Table amd Chairs	2011-08-01	410
Automated External Defib	2011-04-15	1,699
Neef Memorial Fountain	2011-05-01	14,980
Microwave	2011-12-01	290
Printer	2011-01-01	212
2 Dell Computers	2011-12-01	1,427
Laptop	2013-05-01	993
Refridgerator	2014-08-02	640
Dell PCs 2	2014-08-19	1,388
Chairs	2016-11-01	3,681
SCLS Computers	2016-11-01	997
Land	1950-01-01	3,645
Land	2002-02-28	58,600
Land Demolition	2002-04-15	3,024
Shelves	2017-11-15	2,233
Computers	2018-11-15	2,714
Filing Cabinets	2018-01-05	1,059
Tables and Chairs	2021-06-15	13,912
Basement Repair	2022-04-15	10,800	AltMACRS SL	276
Land Imprv W Alley 2023	2023-10-15	79,673	AltMACRS SL	661
Building	1950-01-01	102,355
Remodeling	1990-06-01	5,185
Basement Remodeling	1992-05-01	26,277
Handicap Accessible Ramp	1993-08-01	13,084
Elevator	1996-12-01	104,008
Elevator	1997-06-01	112,532
Building Improvements	1998-06-01	40,884
Building Improvements	1999-07-01	35,607
Window Improvements	2000-01-06	2,646
Restroom Improvements	2000-03-06	17,605
Masonry Landscaping	2002-06-29	11,895
2 Doors Main Floor	2003-01-13	5,601
Sump Pump	2004-09-28	560
Carpeting	2004-12-28	9,217
Air Conditioners	2005-07-15	4,872
Roof and Windows	2005-12-28	38,005
Bldg ImprovRestoration	2006-10-11	38,350
Carpeting	2007-04-03	3,810
Upper Level Child Area	2007-11-19	5,000
Windows	2007-12-11	12,310
Windows	2008-07-23	12,310
Boiler	2008-07-23	22,982
Sump Pump	2008-07-23	360
Carpeting	2008-11-20	7,280
Remodeling	2013-12-01	460,705
Storm Windows	2015-01-01	5,174
Storm Windows	2015-03-01	4,907
Storm Windows	2015-04-01	1,225
Wall Repair	2016-04-01	10,325
Fence	2016-11-01	8,362
3rd Floor Remodeling	2016-09-01	16,474
Equipment	1950-01-01	28,540
TVVCR Stand	1989-05-01	666
Fans	1989-06-01	851
Carpet	1990-11-01	11,326
Cabinet	1994-01-01	441
Air Conditioner	1994-07-01	1,010
File Cabinet	1994-08-01	413
Vacuum	1995-05-22	485
Book Return	1995-06-30	356
Copier	1997-04-08	4,165
Storage Shed	1998-01-02	710
Desk and Chairs	1998-04-25	6,632
Refridgerator	1998-05-06	258
Equipment Rohdes	1998-05-27	430
Air Conditioner	1998-08-08	775
Hotpoint Refridgerator	1999-07-13	425
Tappan Range	1999-07-13	390
Lincoln Portrait Restore	2000-02-22	2,200
Flag Pole	2000-08-02	1,151
Decorative Art Items	2000-10-10	1,950
22 Ornamental Fence	2000-11-30	834
Scanner Copier	2001-01-04	1,348
Decorative aRT wORK	2001-11-19	200
Copier	2001-12-07	4,988
Color Laser Printer	2002-04-19	2,016
Computer	2002-04-22	1,500
Air Conditioner	2002-08-12	650
Fence	2002-10-17	2,743
45ft Light Liberty Flag	2002-12-14	1,331
File Cabinet	2003-03-20	116
Corner Workstation	2003-04-11	489
2 Dell Computers	2003-06-06	2,381
Vacuum	2005-01-18	389
DVDVCR	2005-03-03	80
Bench for Lawn	2005-05-31	1,030
Computers	2005-06-21	639
ComputerMonitorScanner	2006-01-03	2,783
Chair Caddy	2006-01-16	477
Dell Computer	2006-06-15	1,040
HP Lazerjet Printer	2006-06-15	412
Bulletin Board Cabinet	2007-04-11	676
Toro Lawn Mower	2007-04-18	431
Sharp Copier	2007-04-30	7,139
Dell 1800 MP DLP Projtr	2007-05-31	799
Frigidaire Dehumidifier	2007-07-24	225
Wood Display Case	2007-10-09	2,850
AccuCut Die Cut System	2007-11-19	1,022
Clock Light Package	2007-12-26	1,995
Wireless Server	2008-01-30	1,252
Guest Chairs	2008-04-21	1,120
2 Dell PCs W Monitor	2008-05-21	1,925
Book Supports	2009-01-06	435
Coffee Maker	2009-01-19	159
2 Book Cases	2009-05-25	118
Lower Level Cabinets	2009-03-17	4,581
Counter Tops	2009-04-16	5,616
RefridgDishwsrRange	2009-04-16	1,650
Table and Chairs	2010-11-18	980
File Cabinet	2010-02-06	184
Computer Chairs	2010-05-17	233
3 New Computer Systems	2010-01-04	2,604
Software	2010-02-23	204
Childrens Table Chairs	2011-01-31	1,540
Table amd Chairs	2011-08-01	410
Automated External Defib	2011-04-15	1,699
Neef Memorial Fountain	2011-05-01	14,980
Microwave	2011-12-01	290
Printer	2011-01-01	212
2 Dell Computers	2011-12-01	1,427
Laptop	2013-05-01	993
Refridgerator	2014-08-02	640
Dell PCs 2	2014-08-19	1,388
Chairs	2016-11-01	3,681
SCLS Computers	2016-11-01	997
Land	1950-01-01	3,645
Land	2002-02-28	58,600
Land Demolition	2002-04-15	3,024
Shelves	2017-11-15	2,233
Computers	2018-11-15	2,714
Filing Cabinets	2018-01-05	1,059
Tables and Chairs	2021-06-15	13,912
Basement Repair	2022-04-15	10,800	AltMACRS SL	276
Land Imprv W Alley 2023	2023-10-15	79,673	AltMACRS SL	661

- TIN:

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

TY 2023 GainLossSaleOtherAssetsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Name	Date Acquired	How Acquired	Date Sold	Purchaser Name	Gross Sales Price	Total (net)
2023 Cap Gians Dist	2019-06	Purchase	2023-06	06152023	48,872	48,872
2023 ST Cap Gain	2022-11	Purchase	2023-08	08282023	1,168	1,168
2023 LT Cap Gain	2016-05	Puchase	2023-02	02022023	64,822	64,822

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Name of Stock	End of Year Book Value	End of Year Fair Market Value
Abbvie Inc	9,178	20,146
Alphabet Inc	4,953	6,845
American Financial Group	7,436	5,285
American International 585	11,928	10,866
Apple Inc	9,206	138,622
Arch Capital 545	7,507	6,955
Atmos Energy	6,738	19,703
Auto Data Processing	7,495	37,974
Axis Capital 55	11,754	9,702
Bank of Hawa 4375	11,498	7,478
Bank of NY Mellon	6,204	6,454
BristolMeyers	7,324	5,541
Caesars Entmt	5,176	4,782
Canadian Natl RR	12,732	44,976
Capital One	10,889	8,485
Comcast Corp	5,007	5,744
CullenFrost 445	12,676	8,512
Discover Finl	8,702	8,430
Enbridge Inc	8,880	8,753
Fastenal	8,012	21,957
Federal Agri 4875	12,328	9,130
Fiserv Inc	9,308	11,557
Fortune Brands	4,018	4,949
Gabelli Equity 50	11,719	9,709
Hewitt Packard	3,273	3,396
Ingredion Inc	7,820	8,574
Interactive Brokers	6,375	6,549
Interpublic Grp	6,277	5,679
Johnson and Johnson	23,038	47,649
JP Morgan Chase 60	11,990	10,807
Kroger Co	6,888	6,765
Medtronic PLC	2,786	2,719
Merck Co	8,870	9,376
Meta Platforms	5,181	11,681
Metlife Inc	11,203	9,959
Microchip Tech	3,511	3,968
Nextera Energy	7,494	25,146
Northern Trust	12,669	10,039
Oracle Corp	15,443	58,514
Paypal Holdings	9,539	14,370
Pepsico Inc	11,387	24,966
Philip Morris Intl	14,673	13,924
Pioneer Natural Res	2,632	2,699
Procter and Gamble	10,887	19,050
Progressive Co	11,115	67,057
Public Storage 505	12,007	10,636
Restaurant Brands	4,898	5,703
Rivernorth 4375	11,232	8,240
Schlumberger Ltd	14,595	28,310
Stanley Black and Decker	3,707	4,120
Sysco Corp	11,793	25,157
Target Corp	9,024	19,654
The Allstate Co 51	11,651	9,269
The Hartford Fin 60	12,023	10,750
Truist Finl Corp	10,890	8,713
US Bank	11,276	15,191
US Bancorp 55	7,309	6,220
Walt Disney Co	5,924	3,702
Wells Fargo 475	10,372	7,932
Wells Fargo Co	6,768	8,761
Baird Aggregate Bond	112,471	94,787
Dodge Cox Inc	41,326	38,466
Metropolitan West	79,500	68,297
American Funds Fund A	99,941	154,020
American Funds Fund F3	44,025	67,955
American Funds Growth	99,743	163,820
Remaining Corporate Stock Investments	557,189	708,586
Exchange Traded Funds	601,314	559,194
Other Assets	169,319	138,020

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

US Government Securities - End of Year Book Value:

9,737

US Government Securities - End of Year Fair Market Value:

9,997

State & Local Government Securities - End of Year Book Value:

10,038

State & Local Government Securities - End of Year Fair Market Value:

10,111

- TIN:

TY 2023 InvestmentsLandSchedule2

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Category/ Item	Cost/Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
Land	75,336		75,336	75,336
Land Improvements	244,673	24,921	219,752	219,752
Building	1,017,071	538,889	478,182	478,182
Equipment FurnFix	342,954	230,221	112,733	112,733

- TIN:

TY 2023 OtherExpensesSchedule

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Advertising	1,178
Advisory Fees	14,214	14,214	3,143
Licenses and Fees	25
Miscellaneous	1,362
Supplies	578

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Description	Amount
Rent	72,000

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Tax Preparation Fees	825			825
Consulting Fees	4,800			4,800

- TIN:

TY 2023 TaxesSchedule

Name:

Angie Williams Cox Library Inc

EIN:

39-0816893

Software ID:

23017731

Software Version:

ta23mefv1.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
2023 Federal taxes paid	1,047			1,047