FORM 1023-EZ for FINANCIAL LITERACY FOUNDATION INC

Field Data
EIN 84-3786941
Case Number EO-2019360-000342
Form 1023-EZ version 12018
Eligibility Worksheet 1
Organization Name FINANCIAL LITERACY FOUNDATION INC
Organization’s Mailing Address 3701 E EVERGREEN DRIVE SUITE 600
City APPLETON
State WI
ZIP 54913
Accounting period End 10
Primary contact name BETH WENNINGER
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

DANIEL BELLERUD
PRESIDENT
2503 WHISPERING OAK DRIVE
DE PERE WI 54115

Officer/Director/Trustee Two

WILLIAM BARGHOLTZ
VICE PRESIDENT
610 E EVERGREEN DRIVE
APPLETON WI 54913

Officer/Director/Trustee Three

ELIZABETH WENNINGER
SECRETARY
N3971 MCHUGH ROAD
FREEDOM WI 54130

Organization’s website
Organization’s email
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 10/12/2006
Organization Incorporation State WI
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code B90 - Educational Services and Schools - Other
Organization’s purpose Charitable: No
Religious: No
Educational: Yes
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public No
One Third Support Gifts Yes
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name ELIZABETH WENNINGER
Signature Title SECRETARY
Signature Date 12/23/2019

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