MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC (EIN 46-1620539)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349105009
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T18:05:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391731751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD C CONDON JR AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SO WASHINGTON ST STE 301 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543014200 | 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 | 461620539 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL & LEANNE HADDAD | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9204972652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 FOX RIVER DRIVE | AddressLine1Txt |
| City | DE PERE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J HADDAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9204972652 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD C CONDON JR | PreparerPersonNm |
| PTIN | P00229044 | PTIN |
| Phone | 9204326466 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,603,575 | 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 | $285,283 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $60,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,154,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,066 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $421,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $351,123 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,643 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $406,708 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $406,708 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,218 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $406,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $335,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,399 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $322,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $322,020 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,160 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,160 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,160 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,160 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $7,395 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,395 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $787,751 | CorporateStockBOYAmt |
| Corporate Stock EOY | $678,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $986,376 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $685,206 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $600,743 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $646,274 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $559,294 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $457,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $638,350 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $29,715 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,267 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,100,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,086,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,603,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,100,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,086,115 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,100,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,086,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,100,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,086,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,100,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,015 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,087,510 | SubtotalAmt |
| Other Decreases | $1,395 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,086,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 20 SHS ALPHABET | D | 2025-12-16 | $6,193 | $1,470 | $4,723 | $4,723 |
| 249 SHS BROADCOM | D | 2025-12-16 | $85,049 | $27,263 | $57,786 | $57,786 |
| 742 SHS NVIDIA | D | 2025-12-16 | $131,131 | $36,481 | $94,650 | $94,650 |
| 3364 SHS ROLLS ROYCE | D | 2025-12-16 | $49,815 | $13,713 | $36,102 | $36,102 |
| 67 SHS SHOPIFY | D | 2025-12-16 | $10,837 | $2,439 | $8,398 | $8,398 |
| SCHEDULE 1 | P | 2025-12-31 | $315,013 | $327,207 | -$12,194 | -$12,194 |
| SCHEDULE 1 | P | 2025-12-31 | $552,977 | $454,497 | $98,480 | $98,480 |
| CAPITAL GAINS DIVIDENDS | P | $3,121 | $3,121 | $3,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,066 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $623 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL HADDAD | IndividualWithBooksNm |
| Phone | 9204972652 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 FOX RIVER DRIVE | AddressLine1Txt |
| City | DE PERE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J HADDAD | ||||||||
| 1500 FOX RIVER DRIVE | DE PERE | WI | 54115 | PRESIDENT/TREASURER & DIR | 0.00 | $0 | $0 | $0 |
| LEANNE K HADDAD | ||||||||
| 1500 FOX RIVER DRIVE | DE PERE | WI | 54115 | SECRETARY/V PRESIDENT & DIR | 0.00 | $0 | $0 | $0 |
| KELLY J GUSLOFF | ||||||||
| 1500 FOX RIVER DRIVE | DE PERE | WI | 54115 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NICHOLAS P HADDAD | ||||||||
| 1500 FOX RIVER DRIVE | DE PERE | WI | 54115 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,311,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,379,583 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,379,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,343,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,663 | TotalTaxAmt |
| Distributable Before Adj | $112,531 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,531 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,531 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $406,708 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $406,708 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $298,795 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $185,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $361,050 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,147 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,178,504 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $406,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,531 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $294,177 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,472,681 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $298,795 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,173,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $185,266 | ExcessFromYear4Amt |
| Excess From Year3 | $361,050 | ExcessFromYear3Amt |
| Excess From Year2 | $151,246 | ExcessFromYear2Amt |
| Excess From Year1 | $182,147 | ExcessFromYear1Amt |
| Excess From Current Year | $294,177 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J HADDAD | ContributingManagerNm |
| Contributing Manager | LEANNE K HADDAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 2100 RIVERSIDE DRIVE | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $5,000 |
| BELLIN COLLEGE | |||||||
| 3201 EATON RD | GREEN BAY | WI | 54311 | NONE | PC | CHARITABLE | $1,000 |
| BELLIN HEALTH FOUNDATION | |||||||
| 744 S WEBSTER AVE | GREEN BAY | WI | 54305 | NONE | PC | CHARITABLE | $10,333 |
| BRAIN CENTER | |||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $2,000 |
| BROWN COUNTY UNITED WAY | |||||||
| 111 N ROOSEVELT ST | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $20,000 |
| CHILDREN'S WI FOUNDATION | |||||||
| PO BOX 1997 | MILWAUKEE | WI | 53201 | NONE | PC | CHARITABLE | $12,500 |
| BREAKTHROUGH T1D | |||||||
| 200 VESEY ST 28TH FL | NEW YORK | NY | 10281 | NONE | PC | CHARITABLE | $1,000 |
| CP CENTER OF GREEN BAY | |||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $1,028 |
| DE PERE CULTURAL FOUNDATION | |||||||
| 221 S BROADWAY ST | DE PERE | WI | 54115 | NONE | PC | CHARITABLE | $12,500 |
| DAIRY CARES OF WI | |||||||
| N3569 VANDENBOSCH RD | KAUKAUNA | WI | 54130 | NONE | PC | CHARITABLE | $1,000 |
| DE PERE GREENWOOD CEMETARY | |||||||
| 1480 FOX RIVER DR | DE PERE | WI | 54115 | NONE | PC | CHARITABLE | $12,500 |
| ENCOMPASS EARLY EDUCATION | |||||||
| 1823 S WEBSTER AVE | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $8,333 |
| FOX CITIES PERFORMNING ARTS | |||||||
| 400 W COLLEGE AVE | APPLETON | WI | 54911 | NONE | PC | CHARITABLE | $5,000 |
| FRIENDS OF THE AHNAPEE TRAIL | |||||||
| E4280 CTY RD F | KEWAUNEE | WI | 54216 | NONE | PC | CHARITABLE | $500 |
| GENYOUTH | |||||||
| 200 VESEY ST 24TH FL | NEW YORK | NY | 10281 | NONE | PC | CHARITABLE | $100,000 |
| GREATER GREEN BAY COMMUNITY FOUNDATION | |||||||
| 400 S WASHINGTON ST | GREEN BAY | WI | 54301 | NONE | PC | DANCING WITH OUR STARS FUNDRAISER | $2,000 |
| GREATER GREEN BAY COMMUNITY FOUNDATION | |||||||
| 400 S WASHINGTON ST | GREEN BAY | WI | 54301 | NONE | PC | PLAY BY PLAY THEATRE | $2,000 |
| GREATER GREEN BAY COMMUNITY FOUNDATION | |||||||
| 400 S WASHINGTON ST | GREEN BAY | WI | 54301 | NONE | PC | AUTISM SOCIETY OF GREATER WI | $1,000 |
| GREATER GREEN BAY COMMUNITY FOUNDATION | |||||||
| 400 S WASHINGTON ST | GREEN BAY | WI | 54301 | NONE | PC | MURPHY FUND | $5,000 |
| GREEN BAY AREA CATHOLIC EDUCATION | |||||||
| 1822 RIVERSIDE DRIVE | GREEN BAY | WI | 54301 | NONE | PC | FATHER ALLOUEZ CATHOLIC SCHOOL | $5,000 |
| GREATER GREEN BAY COMMUNITY FOUNDATION | |||||||
| 400 S WASHINGTON ST | GREEN BAY | WI | 54301 | NONE | PC | DE PERE HISTORICAL SOCIETY WHITE PILLARS MUSEUM | $10,000 |
| JAZZ CORNER SOCIETY | |||||||
| 52 CHERRY ST | APPLETON | WI | 54915 | NONE | PC | CHARITABLE | $500 |
| GREEN BAY AREA CATHOLIC EDUCATION | |||||||
| 1822 RIVERSIDE DRIVE | GREEN BAY | WI | 54301 | NONE | PC | ST BERNARD CATHOLIC SCHOOL | $6,200 |
| MAKE A WISH FOUNDATION | |||||||
| 200 E WASHINGTON ST STE 2F | APPLETON | WI | 54911 | NONE | PC | CHARITABLE | $4,200 |
| HOUSE OF HOPE | |||||||
| 1660 CHRISTIANA ST | GREEN BAY | WI | 54303 | NONE | PC | CHARITABLE | $1,000 |
| HSHS ST VINCENT ST MARY FDN | |||||||
| 1726 SHAWANO AVE | GREEN BAY | WI | 54303 | NONE | PC | CHARITABLE | $16,905 |
| ON BROADWAY | |||||||
| 340 N BROADWAY STE 165 | GREEN BAY | WI | 54303 | NONE | PC | EDUCATIONAL | $25,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1201 15TH ST NW STE 410 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $1,250 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| PO BOX 26509 | MILWAUKEE | WI | 53226 | NONE | PC | CHARITABLE | $263 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 8948 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PC | CHARITABLE | $10,000 |
| MISSION GUIDES INTERNATIONAL | |||||||
| 725 N MICHIGAN ST | DE PERE | WI | 54115 | NONE | PC | CHARITABLE | $257 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | NONE | PC | CHARITABLE | $256 |
| NOTRE DAME ACADEMY | |||||||
| 610 MARYHILL DR | GREEN BAY | WI | 54303 | NONE | PC | EDUCATIONAL | $11,000 |
| ST NORBERT COLLEGE | |||||||
| 100 GRANT ST | DE PERE | WI | 54115 | NONE | PC | EDUCATIONAL | $26,000 |
| NWTC FOUNDATION | |||||||
| 2740 W MASON ST | GREEN BAY | WI | 54307 | NONE | PC | EDUCATIONAL | $1,000 |
| THE AUTOMOBILE GALLERY | |||||||
| 400 S ADAMS STREET | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $2,000 |
| UNIVERSITY OF WISCONSIN - GREEN BAY | |||||||
| 2420 NICOLET DR | GREEN BAY | WI | 54311 | NONE | PC | EDUCATIONAL | $47,500 |
| ACHIEVE BROWN COUNTY | |||||||
| 441 S JACKSON ST STE 201 | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $5,000 |
| BIG BROTHERS BIG SISTERS OF NE WI | |||||||
| 520 N BROADWAY ST STE 220 | GREEN BAY | WI | 54303 | NONE | PC | CHARITABLE | $2,000 |
| CAPE ELIZABETH MUSIC BOOSTERS | |||||||
| 16 WOODCREST RD | CAPE ELIZABETH | ME | 04107 | NONE | PC | CHARITABLE | $11,599 |
| CASA OF BROWN COUNTY | |||||||
| 414 E WALNUT ST STE 170 | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $11,084 |
| DOWNTOWN GREEN BAY | |||||||
| 130 E WALNUT ST STE 501 | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $5,000 |
| ST MATTHEW PARISH | |||||||
| 130 ST MATTHEWS ST | GREEN BAY | WI | 54301 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $406,708 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,863 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,920 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Person | MICHAEL AND LEANNE HADDAD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 FOX RIVER DRIVE | AddressLine1Txt |
| City | DE PERE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $285,283 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 67 SHS SHOPIFY | $11,019 | 2025-12-15 |
| 1 | 20 SHS GOOGLE | $6,184 | 2025-12-15 |
| 1 | 249 SHS BROADCOM | $87,083 | 2025-12-15 |
| 1 | 3364 SHS ROLLS ROYCE | $49,871 | 2025-12-15 |
| 1 | 742 SHS NVIDIA | $131,126 | 2025-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GERALD C. CONDON, JR. & ASSOC. | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY MUTUAL FUNDS | $599,200 | $644,877 |
| MORGAN STANLEY CORP FIXED | $1,543 | $1,397 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY EQUITIES | StockNm |
| EOY Book Value | $678,366 | EOYBookValueAmt |
| EOYFMV | $986,376 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY CLOSED-END FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $457,164 | BookValueAmt |
| EOYFMV | $638,350 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 2023 BASIS ADJUSTMENT | $17,775 | $8,809 |
| 2024 BASIS ADJUSTMENT | $11,940 | $8,458 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTIBLE CONTRIBUTION TO MAKE A WISH | $800 |
| NON-DEDUCTIBLE CONTRIBUTION TO HSHS ST VINCENT ST MARY | $595 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY ADVISORY FEE 2450 | CategoryTxt |
| Amt | $15,643 | Amt |
| Net Investment Income | $15,643 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MICHAEL J HADDAD | |||
| 1500 FOX RIVER DRIVE | DE PERE | WI | 54115 |
| LEANNE K HADDAD | |||
| 1500 FOX RIVER DRIVE | DE PERE | WI | 54115 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2025 ESTIMATED TAX | $4,040 | $0 | $0 |
| FOREIGN TAX WITHHOLDING 2450 | $1,818 | $0 | $0 |
| 2024 TAX DUE | $1,309 | $0 | $0 |
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