MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC (EIN 46-1620539)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202401319349102810
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-10T15:41:27-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391731751PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERALD C CONDON JR AND ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SO WASHINGTON ST STE 301AddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP543014200ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461620539EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL & LEANNE HADDADBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone9204972652PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 FOX RIVER DRIVEAddressLine1Txt
CityDE PERECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J HADDADPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9204972652PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastHADDADPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD C CONDON JRPreparerPersonNm
PTINP00229044PTIN
Phone9204326466PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,207,229FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$311,845ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$51,464DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,357DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,547NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$884,047GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$156,687CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$387,856TotalRevAndExpnssAmt
Total Net Invst Incm$208,044TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,198OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,198OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,170TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,346OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$238OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,764TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,436TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$245,245ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$245,245ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$271,009TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,436TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$245,245TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$116,847ExcessRevenueOverExpensesAmt
Net Investment Income$195,608NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$184,328SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,821SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,821SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,160AcctRcvblAmt
Acct Rcvbl BOY$3,160AcctRcvblBOYAmt
Acct Rcvbl EOY$3,160AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,160AcctRcvblEOYFMVAmt
Corporate Stock BOY$710,652CorporateStockBOYAmt
Corporate Stock EOY$810,111CorporateStockEOYAmt
Corporate Stock EOYFMV$958,396CorporateStockEOYFMVAmt
Corporate Bonds BOY$576,986CorporateBondsBOYAmt
Corporate Bonds EOY$664,457CorporateBondsEOYAmt
Corporate Bonds EOYFMV$662,119CorporateBondsEOYFMVAmt
Other Investments BOY$435,082OtherInvestmentsBOYAmt
Other Investments EOY$505,037OtherInvestmentsEOYAmt
Other Investments EOYFMV$560,733OtherInvestmentsEOYFMVAmt
Other Assets BOY$557OtherAssetsBOYAmt
Other Assets EOY$21,386OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,910,765TotalAssetsBOYAmt
Total Assets EOY$2,026,972TotalAssetsEOYAmt
Total Assets EOYFMV$2,207,229TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,910,765RetainedEarningBOYAmt
Retained Earning EOY$2,026,972RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,910,765TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,026,972TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,910,765TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,026,972TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,910,765TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$116,847ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,027,612SubtotalAmt
Other Decreases$640OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,026,972TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCH 1 - MORGAN STANLEY 2450P2023-01-012023-12-31$531,403$533,614-$2,211-$2,211
SCH 2 - MORGAN STANLEY 2450P2022-01-012023-12-31$349,109$193,746$155,363$155,363
CAPITAL GAINS DIVIDENDSP$3,535$3,535$3,535
FieldValueIRS element (for citing)
Capital Gain Net Income$156,687CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,719InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,719SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,719TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,880EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,880TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$161OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$161RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL HADDADIndividualWithBooksNm
Phone9204972652PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11500 FOX RIVER DRIVEAddressLine1Txt
CityDE PERECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54115ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL J HADDAD
1500 FOX RIVER DRIVEDE PEREWI54115PRESIDENT/TREASURER0.00$0$0$0
LEANNE K HADDAD
1500 FOX RIVER DRIVEDE PEREWI54115SECRETARY/VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,834,599AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$129,221AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,963,820TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,963,820AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,457CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,934,363NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,718MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,718MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,719TaxBasedOnInvestmentIncomeAmt
Total Tax$2,719TotalTaxAmt
Distributable Before Adj$93,999DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$93,999DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$93,999DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$245,245ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$245,245QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$93,999DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$91,939ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$117,059ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$298,795ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$185,266ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$361,050ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,054,109TotalExcessDistributionCyovAmt
Qualifying Distributions$245,245QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,999AppliedToCurrentYearAmt
Remaining Distri From Corpus$151,246RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,205,355TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$91,939ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,113,416ExcessDistriCyovToNextYrAmt
Excess From Year4$117,059ExcessFromYear4Amt
Excess From Year3$298,795ExcessFromYear3Amt
Excess From Year2$185,266ExcessFromYear2Amt
Excess From Year1$361,050ExcessFromYear1Amt
Excess From Current Year$151,246ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL J HADDADContributingManagerNm
Contributing ManagerLEANNE K HADDADContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JOURNEY TO ADULT SUCCESS
PO BOX 11301GREEN BAYWI54307NONEPUBLIC CHARITYCHARITABLE$7,500
CHILDREN'S WI FOUNDATION
PO BOX 1997 MS 3050MILWAUKEEWI53201NONEPUBLIC CHARITYCHARITABLE$1,000
CURATIVE CONNECTIONS
2900 CURRY LANEGREEN BAYWI54308NONEPUBLIC CHARITYCHARITABLE$13,333
GREEN BAY AREA CATHOLIC EDUCATION
1822 RIVERSIDE DRIVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$2,500
GOOD FOR THE SOUL THERAPEUTIC
1590 LOUISE STGREEN BAYWI54302NONEPUBLIC CHARITYCHARITABLE$10,000
JDRF
PO BOX 5021HAGERSTOWNMD21741NONEPUBLIC CHARITYCHARITABLE$510
JUNIOR ACHIEVEMENT OF WI
11111 W LIBERTY DRIVEMILWAUKEEWI53224NONEPUBLIC CHARITYCHARITABLE$1,000
AMERICAN CANCER SOCIETY
2100 RIVERSIDE DRIVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,500
BELLIN HEALTH FOUNDATION
744 S WEBSTER AVEGREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$19,510
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVE STE 400MONROVIACA91016NONEPUBLIC CHARITYCHARITABLE$204
BROWN COUNTY UNITED WAY
PO BOX 1593GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$10,000
CP CENTER OF GREEN BAY
2801 S WEBSTER AVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,031
ENVISION GREATER GREEN BAY
112 N ADAMS STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$5,000
LEAP 36
PO BOX 403OAK CREEKWI53154NONEPUBLIC CHARITYCHARITABLE$5,000
GREATER GREEN BAY COMMUNITY FOUNDATION
310 N BROADWAY STE 260GREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$56,554
GREEN BAY BOTANICAL GARDEN
2600 LARSEN ROADGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$5,000
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100ARLINGTONVA22203NONEPUBLIC CHARITYCHARITABLE$2,575
NEIGHBORWORKS GREEN BAY
437 S JACKSON STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$103
MAKE A WISH FOUNDATION
100 W COLLEGE AVE STE 50EAPPLETONWI54911NONEPUBLIC CHARITYCHARITABLE$2,600
NOTRE DAME ACADEMY
610 MARYHILL DRIVEGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$3,000
NORTHEAST WI TECHNICAL COLLEGE FOUNDATION
PO BOX 19042GREEN BAYWI54307NONEPUBLIC CHARITYEDUCATIONAL$1,000
RONALD MCDONALD HOUSE CHARITIES
8948 WATERTOWN PLANK ROADMILWAUKEEWI53226NONEPUBLIC CHARITYCHARITABLE$25,000
ORAL HEALTH PARTNERSHIP
1245 MAIN STREETGREEN BAYWI54302NONEPUBLIC CHARITYCHARITABLE$1,000
ST NORBERT COLLEGE
100 GRANT STDE PEREWI54115NONEPUBLIC CHARITYEDUCATIONAL$27,000
PLAY BY PLAY
1611 CHICAGO STGREEN BAYWI54302NONEPUBLIC CHARITYCHARITABLE$515
THE AUTOMOBILE GALLERY
400 S ADAMS STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$2,000
UNIVERSITY OF WISCONSIN - GREEN BAY
2420 NICOLET DRGREEN BAYWI54311NONEPUBLIC CHARITYCHARITABLE$29,500
RISE UP ATHLETICS
1109 ST GEORGE STGREEN BAYWI54302NONEPUBLIC CHARITYCHARITABLE$5,000
ST BERNARD CATHOLIC SCHOOL
2020 HILLSIDE LANEGREEN BAYWI54302NONEPUBLIC CHARITYCHARITABLE$4,000
THE EATING DISORDER FOUNDATION
1901 E 20TH AVENUEDENVERCO80205NONEPUBLIC CHARITYCHARITABLE$760
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
ONE WEST PARK ROADIOWA CITYIA52242NONEPUBLIC CHARITYCHARITABLE$500
YMCA OF HOUSTON
PO BOX 3007HOUSTONTX77253NONEPUBLIC CHARITYCHARITABLE$1,050
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$245,245TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,464ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,547ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,011ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,011TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
MICHAEL AND LEANNE HADDAD
11500 FOX RIVER DRIVEDE PEREWI54115$66,529Yes (X)
MICHAEL AND LEANNE HADDAD
21500 FOX RIVER DRIVEDE PEREWI54115$24,697Yes (X)
MICHAEL AND LEANNE HADDAD
31500 FOX RIVER DRIVEDE PEREWI54115$69,582Yes (X)
MICHAEL AND LEANNE HADDAD
41500 FOX RIVER DRIVEDE PEREWI54115$37,916Yes (X)
MICHAEL AND LEANNE HADDAD
51500 FOX RIVER DRIVEDE PEREWI54115$33,952Yes (X)
MICHAEL AND LEANNE HADDAD
61500 FOX RIVER DRIVEDE PEREWI54115$79,169Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1127.41 SHS ELI LILLY & CO$66,5292023-11-16
252 SHS NETFLIX, INC.$24,6972023-11-21
3767 SHS NOVO NORDISK A/S ADR$69,5822023-11-21
438 SHS BROADCOM, INC.$37,9162023-12-11
5354 SHS NOVO NORDISK A/S ADR$33,9522023-12-11
6159 SHS NVIDIA CORP.$79,1692023-12-11

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGERALD C. CONDON, JR. & ASSOC.CategoryTxt
Amt$6,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY MUTUAL FUNDS$662,224$659,878
MORGAN STANLEY CORP FIXED$2,233$2,241

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY EQUITIESStockNm
EOY Book Value$810,111EOYBookValueAmt
EOYFMV$958,396EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORGAN STANLEY CLOSED-END FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$505,037BookValueAmt
EOYFMV$560,733EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ACCRUED INCOME$557$700
2023 BASIS ADJUSTMENT$0$20,686

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NON-DEDUCTIBLE CONTRIBUTION TO THE EATING DISORDER$240
NON-DEDUCTIBLE CONTRIBUTION TO MAKE-A-WISH FOUNDATION$400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY FOREIGN ADR FEE$238$238$0
MISC EXPENSE$1,108$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY ADVISORY FEE 2450CategoryTxt
Amt$12,198Amt
Net Investment Income$12,198NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
MICHAEL J HADDAD
1500 FOX RIVER DRIVEDE PEREWI54115
LEANNE K HADDAD
1500 FOX RIVER DRIVEDE PEREWI54115

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2022 EXCISE TAX$1,565$0$0
2023 ESTIMATED TAX$2,880$0$0
FOREIGN TAX WITHHOLDING 2450$1,725$0$0

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