SALZWEDEL FAMILY FUND LTD: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SALZWEDEL FAMILY FUND LTD (EIN 81-3437192)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349103124
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T14:34:47+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ERDMAN PLACE SUITE 404 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813437192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALZWEDEL FAMILY FUND LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALZ | BusinessNameControlTxt |
| Phone | 6082492111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 WINNEBAGO STREET 402 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK SALZWEDEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082492111 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAKE COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6088367500 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,096,762 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,005,480 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $210,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,975,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,008,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,975,544 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,191,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,187,914 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,009 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,005 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,004 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,488 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,487 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,196 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,196 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,990 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,185 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $347 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $778,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $778,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $853,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $785,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,338,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,149,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,754 | CashBOYAmt |
| Cash EOY | $149,970 | CashEOYAmt |
| Cash EOYFMV | $149,970 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,067 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,560,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,050,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,669,232 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,100,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,129,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,178,493 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,810,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,428,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,096,762 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,810,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,428,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,810,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,428,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,810,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,428,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,810,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,338,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,148,987 | SubtotalAmt |
| Other Decreases | $720,062 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,428,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | $4,160,803 | $1,181,978 | $2,978,825 | $0 | $2,978,825 |
| PUBLICLY TRADED SECURITIES - ST | $626,254 | $629,535 | -$3,281 | $0 | -$3,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,975,544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,772 | SubtotalAmt |
| Tax Based On Investment Income | $43,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23,772 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACK AND SARA SALZWEDEL | IndividualWithBooksNm |
| Phone | 6082492111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 WINNEGABO STREET STE 402 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA SALZWEDEL | ||||||||
| 1835 WINNEBAGO STREET | MADISON | WI | 53704 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JACK SALZWEDEL | ||||||||
| 1835 WINNEBAGO STREET | MADISON | WI | 53704 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| TYLER SALZWEDEL | ||||||||
| 1835 WINNEBAGO STREET | MADISON | WI | 53704 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| KATY LEA | ||||||||
| 1835 WINNEBAGO STREET | MADISON | WI | 53704 | SECRETARY | 0.50 | $0 | $0 | $0 |
| LUKE SALZWEDEL | ||||||||
| 1835 WINNEBAGO STREET | MADISON | WI | 53704 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,227,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,330,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,330,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,190,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $459,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $459,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,772 | TotalTaxAmt |
| Distributable Before Adj | $415,735 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $415,735 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $415,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $785,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $785,328 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $415,735 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $821,928 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $415,894 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $415,233 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $480,261 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $532,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,665,598 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $785,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $415,735 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $369,593 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,035,191 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $821,928 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,213,263 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $415,894 | ExcessFromYear4Amt |
| Excess From Year3 | $415,233 | ExcessFromYear3Amt |
| Excess From Year2 | $480,261 | ExcessFromYear2Amt |
| Excess From Year1 | $532,282 | ExcessFromYear1Amt |
| Excess From Current Year | $369,593 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK SALZWEDEL PRESIDENT | ContributingManagerNm |
| Contributing Manager | SARA SALZWEDEL PRESIDENT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Agape Ranch | |||||||
| PO Box 930386 | Verona | WI | 53593 | NONE | PC | General Operations | $1,030 |
| Aldo Leopold Foundation | |||||||
| E13701 Levee Rd | Baraboo | WI | 53913 | NONE | PC | General Operations | $35,000 |
| American Family Children's Hospital | |||||||
| 1675 Highland Ave | Madison | WI | 53792 | NONE | PC | General Operations | $10,000 |
| American Heart Association | |||||||
| 7272 Greenville Avenue | Dallas | TX | 752314596 | NONE | PC | General Operations | $500 |
| Babies & Beyond of WI | |||||||
| 1922 S Stoughton Rd | Madison | WI | 53716 | NONE | PC | General Operations | $1,000 |
| Bereaved Parents of Madison | |||||||
| 202 S Park St | Madison | WI | 53715 | NONE | PC | General Operations | $1,000 |
| Bethel Home & Services Foundation | |||||||
| 614 S Rock Ave | Viroqua | WI | 54665 | NONE | PC | General Operations | $1,350 |
| Bethel Horizons foundation | |||||||
| 312 Wisconsin Ave | Madison | WI | 53703 | NONE | PC | General Operations | $5,250 |
| Blood Cancer United | |||||||
| 1201 15th Street NW Suite 410 | Washington | DC | 20005 | NONE | PC | General Operations | $263 |
| Central Lyon Foundation | |||||||
| 1010 S Greene Street | Rock Rapids | IA | 51246 | NONE | PC | General Operations | $5,000 |
| Child Loss Foundation | |||||||
| 8301 Golden Valley Road Suite 210 | Golden Valley | MN | 55427 | NONE | PC | General Operations | $2,000 |
| Cure for Casey | |||||||
| 688 Cypress Way | Oregon | WI | 53575 | NONE | PC | General Operations | $2,500 |
| Donate Badger | |||||||
| 1835 WINNEBAGO STREET | Madison | WI | 53704 | NONE | PC | General Operations | $260 |
| Equal Justice Initiative | |||||||
| 122 Commerce St | Montgomery | AL | 36104 | NONE | PC | General Operations | $3,000 |
| Fond-Blanc Foundation | |||||||
| 1119 Boundary Rd | Middleton | WI | 53562 | NONE | PC | General Operations | $1,000 |
| Foundation for Dane County parks | |||||||
| 5201 Fen Oak Drive Room 208 | Madison | WI | 52718 | NONE | PC | General Operations | $1,030 |
| Four Diamonds | |||||||
| PO BOX 852 | HERSHEY | PA | 17033 | NONE | PC | General Operations | $1,000 |
| Friends of UW Health | |||||||
| 301 S Westfield Rd | Madison | WI | 53717 | NONE | PC | General Operations | $30,080 |
| Gifts of Adoption | |||||||
| 1200 Shermer Rd Suite 111 | Northbrook | IL | 60062 | NONE | PC | General Operations | $2,319 |
| Goodman Center | |||||||
| 214 Weubesa St | Madison | WI | 53704 | NONE | PC | General Operations | $1,120 |
| Grant Regional Health Center Foundation | |||||||
| 507 S Monroe Street | Lancaster | WI | 53813 | NONE | PC | General Operations | $250 |
| Heartland Church OF SUN PRAIRIE | |||||||
| 800 WILBURN RD | SUN PRAIRIE | WI | 53590 | NONE | PC | General Operations | $20,000 |
| Junior Achievement OF WISCONSIN | |||||||
| 2800 Royal Ave 207 | Monona | WI | 53713 | NONE | PC | General Operations | $10,000 |
| Madison Children's Museum | |||||||
| 100 N Hamilton St | Madison | WI | 53703 | NONE | PC | General Operations | $2,000 |
| McComb-Bruchs Performing Arts Center | |||||||
| 514 Cambridge Street | Wautoma | WI | 54982 | NONE | PC | General Operations | $10,000 |
| Mental Health America Lakeshore | |||||||
| 410 S Milwaukee StREET | Plymouth | WI | 53073 | NONE | PC | General Operations | $250 |
| Mercy Foundation | |||||||
| 701 10th St SE | Cedar Rapids | IA | 52403 | NONE | PC | General Operations | $5,000 |
| NATIONAL ALLIANCE ON MENTAL HEALTH | |||||||
| 4301 Wilson Blvd Suite 300 | Arlington | VA | 22203 | NONE | PC | General Operations | $2,105 |
| Peace Lutheran Church | |||||||
| 17029 W 12 Mile Rd | Southfield | MI | 48076 | NONE | PC | General Operations | $91,000 |
| Project Purple | |||||||
| PO Box 884 | Seymour | CT | 06486 | NONE | PC | General Operations | $270 |
| The Odyssey Project | |||||||
| 2238 S Part Street | Madison | WI | 537131916 | NONE | PC | General Operations | $3,000 |
| The Road Home Dane County | |||||||
| 890 W Wingra Dr | Madison | WI | 53715 | NONE | PC | General Operations | $7,964 |
| UW Foundation | |||||||
| 1848 University Ave | Madison | WI | 53726 | NONE | PC | General Operations | $106,000 |
| UW Foundation Carbone Center | |||||||
| 2238 S Part Street | Madison | WI | 537131916 | NONE | PC | General Operations | $1,000 |
| UW Platteville | |||||||
| 1 University Plaza | Platteville | WI | 53818 | NONE | PC | General Operations | $250 |
| UWDC - Shelter Friends of Dane Co | |||||||
| 111 N Fairchild Street | Madison | WI | 53703 | NONE | PC | General Operations | $5,000 |
| Village Diaper Bank | |||||||
| 3302 Dairy Dr | Madison | WI | 53718 | NONE | PC | General Operations | $5,000 |
| Wartburg College | |||||||
| 100 Wartburg Blvd Bldg 54 | Waverly | IA | 50677 | NONE | PC | General Operations | $345,000 |
| Waunakee food for kidz | |||||||
| PO Box 164 | Waunakee | WI | 53597 | NONE | PC | General Operations | $5,000 |
| WI Chamber of Orchestra | |||||||
| 1 S Pinckney Street | Madison | WI | 53703 | NONE | PC | General Operations | $1,044 |
| WI Tribal Education Program | |||||||
| 1835 WINNEBAGO STREET | Madison | WI | 53704 | NONE | PC | General Operations | $3,000 |
| Wild grief | |||||||
| 1827 Arbutus St NE | Olympia | WA | 98506 | NONE | PC | General Operations | $155 |
| World Vision | |||||||
| 800 W Chestnut Avenue | Monrovia | CA | 91016 | NONE | PC | General Operations | $500 |
| YMCA of Dane County | |||||||
| 711 Cottage Grove Road | Madison | WI | 53716 | NONE | PC | General Operations | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $778,490 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,975,430 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,186,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,186,307 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK AND SARA SALZWEDEL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 WINNEGABO STREET STE 402 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,005,480 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,571 Shares of Nvidia Corp | $402,416 | 2025-03-10 |
| 1 | 598.011 Shares of Vanguard 500 Index Admiral | $319,146 | 2025-03-10 |
| 1 | 532 Shares of Vanguard 500 Index Admiral | $283,918 | 2025-03-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $10,975 | Amt |
| Net Investment Income | $5,488 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,487 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | P | HowAcquiredTxt |
| Gross Sales Price | $7,008,872 | GrossSalesPriceAmt |
| Basis | $4,033,442 | BasisAmt |
| Total Net | $2,975,430 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Advanced Micro Devices Inc - AMD | $25,025 | $24,414 |
| Alphabet Inc Cl A - GOOGL | $10,900 | $51,958 |
| Amazon Com Inc - AMZN | $7,546 | $46,164 |
| Apple Inc Com - AAPL | $3,793 | $42,682 |
| Baker Hughes Company - BKR | $8,527 | $7,696 |
| Bank Of America Corp - BAC | $13,791 | $15,510 |
| Blackrock Inc Com - BLK | $9,627 | $9,633 |
| Broadcom Inc - AVGO | $66,631 | $117,674 |
| Capital One Finl Corp - COF | $11,553 | $12,118 |
| Cheniere Energy Inc - LNG | $10,476 | $9,720 |
| Chevron Corporation - CVX | $3,143 | $6,554 |
| Chipotle Mexican Grill Inc - CMG | $8,377 | $9,139 |
| Copart Inc - CPRT | $8,827 | $7,869 |
| Costco Whsl Corp - COST | $5,694 | $17,247 |
| Coterra Energy Inc - CTRA | $10,278 | $9,765 |
| Danaher Corp - DHR | $13,654 | $16,024 |
| Eaton Corp Plc Shs - ETN | $8,836 | $8,600 |
| Eli Lilly Co - LLY | $15,824 | $52,659 |
| Home Depot Inc - HD | $8,678 | $16,517 |
| Intuit Com - INTU | $9,270 | $9,274 |
| Intuitive Surgical Inc - ISRG | $6,138 | $6,230 |
| Ishares Core Msci Eafe - IEFA | $754,827 | $861,858 |
| Ishares Russell 2000 - IWM | $339,334 | $386,717 |
| Ishares Russell Mid Cap - IWR | $425,907 | $470,760 |
| Ishares Russell Mid Cap Growth - IWP | $196,719 | $224,171 |
| Ishares Russell Mid Cap Value - IWS Etf | $203,392 | $226,526 |
| Jpmorgan Chase Co - JPM | $16,169 | $19,655 |
| L3harris Technologies Inc - LHX | $8,267 | $8,220 |
| Lam Research Corp | $0 | $0 |
| Linde Plc Shs - LIN | $10,900 | $11,513 |
| Maplebear Inc Com - CART | $11,015 | $12,684 |
| Mastercard Inc - MA | $9,850 | $10,276 |
| Mercadolibre Inc - MELI | $10,780 | $10,071 |
| Meta Platforms Inc - META | $27,224 | $26,404 |
| Micron Technology Inc - MU | $9,923 | $15,412 |
| Microsoft Corp Com - MSFT | $22,711 | $141,701 |
| Netflix Com Inc - NFLX | $8,627 | $6,563 |
| Nextera Energy Inc - NEE | $8,850 | $8,510 |
| Nvidia Corp - NVDA | $51,986 | $924,854 |
| Okta Inc Cl A - OKTA | $10,502 | $10,203 |
| Palo Alto Networks Inc - PANW | $9,400 | $9,026 |
| S P Global Inc Com - SPGI | $11,701 | $12,542 |
| Schwab Charles Corp Com - SCHW | $9,819 | $10,590 |
| Servicenow Inc Com - NOW | $18,216 | $15,319 |
| Spdr S P 500 Etf Trust - SPY | $231,949 | $928,093 |
| Synopsys Inc - SNPS | $9,727 | $10,334 |
| Talen Energy Corp Com - TLN | $8,835 | $12,745 |
| Trade Desk Inc Com Cl A - TTD | $8,898 | $6,453 |
| Transdigm Group Inc - TDG | $8,750 | $7,979 |
| Uber Technologies Inc - UBER | $9,032 | $8,825 |
| Unitedhealth Group Inc Com - UNH | $11,889 | $15,845 |
| Vanguard 500 Index Admiral - VFIAX | $563,915 | $1,851,680 |
| Vanguard Ftse Developed Markets - VEA | $715,354 | $867,271 |
| Veeva Systems Inc Class A - VEEV | $9,190 | $8,483 |
| Vertiv Holdings Co - VRT | $17,742 | $16,687 |
| Walmart Inc Com - WMT | $12,624 | $13,815 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Ishares Core U.S. Aggregate Bond - AGG | FMV | $490,722 | $504,494 |
| Nuveen Preferred Secs & Inc Fd Cl I -NPSRX | FMV | $487,620 | $506,716 |
| Pgim Total Return Bond Cl R6 - PTRQX | FMV | $495,982 | $503,738 |
| Artisan High Income Fund - APHFX | FMV | $495,359 | $505,564 |
| American Tower Corp - AMT | FMV | $10,208 | $10,007 |
| Equinix Inc - EQIX | FMV | $10,220 | $10,726 |
| Vanguard Real Estate - VNQ | FMV | $139,165 | $137,248 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $2,009 | LegalFeesAmt |
| Net Investment Income | $1,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,004 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $720,062 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $347 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $347 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $29,196 | Amt |
| Net Investment Income | $29,196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $31,976 | $0 | $0 | $0 |
| FOREIGN TAX | $14 | $3,185 | $0 | $0 |
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