SUB-ZERO WOLF FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUB-ZERO WOLF FOUNDATION INC (EIN 39-1918462)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202423039349101097
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T15:24:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7398 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077398 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391918462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUB-ZERO GROUP FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUB-ZERO GROUP INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUB- | BusinessNameControlTxt |
| Phone | 6082712233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537112708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J BAKKE | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 6082712233 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIGID ELLIOTT-BOGER CPA | PreparerPersonNm |
| PTIN | P00089494 | PTIN |
| Phone | 6082496622 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,809,152 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $146,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,035,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $193,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,972 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,844 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,936 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,936 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $867,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $867,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $913,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $893,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$719,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $339,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $195,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $195,458 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $711,106 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $749,981 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $749,981 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,231,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,226,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,226,653 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,622,643 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,637,060 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,637,060 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,904,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,809,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,809,152 | 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 | $5,904,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,809,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,904,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,809,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,904,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,809,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,904,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$719,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $623,615 | OtherIncreasesAmt |
| Subtotal | $5,809,152 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,809,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,031,652 | $988,407 | $43,245 | $43,245 |
| CAPITAL GAINS DIVIDENDS | P | $4,285 | $4,285 | $4,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,428 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,428 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,428 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,420 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,992 | OverpaymentAmt |
| Applied To ES Tax | $2,992 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | 0 | 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 | SANDRA S VAN SLYKE | IndividualWithBooksNm |
| Phone | 6082712233 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537112708 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES J BAKKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBORAH A SCHWARTZ | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SANDRA S VAN SLYKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | TREASURER | 1.00 | $0 | $0 | $0 |
| BLAINE R RENFERT | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | SECRETARY/GENERAL COUNSEL, DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN A BAKKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDERICK P SCHWARTZ | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAGGIE M PASCALY | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | EXECUTIVE DIRECTOR | 1.00 | $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 | $5,458,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,665,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,665,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,580,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,428 | TotalTaxAmt |
| Distributable Before Adj | $276,621 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,621 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,621 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $893,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $893,810 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $865,031 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $865,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $893,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,621 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $617,189 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,482,220 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,482,220 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $865,031 | ExcessFromYear1Amt |
| Excess From Current Year | $617,189 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANDRA S VAN SLYKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537112708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082712233 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT LETTER OF APPLICATION INDICATING CHARITABLE PURPOSE FOR FUND USAGE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRINCIPAL AREA OF FOCUS: SUPPORT FOR SOCIAL SERVICES FOR PEOPLE IN NEED, ESPECIALLY CHILDREN, IN OR NEAR DANE COUNTY, WISCONSIN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 265 FOUNDATION | |||||||
| 2935 S FISH HATCHERY ROAD PMB 177 | FITCHBURG | WI | 53711 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| AGRACE HOSPICECARE INC | |||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $25,000 |
| ALDO LEOPOLD NATURE CENTER | |||||||
| 330 FEMRITE DRIVE | MONONA | WI | 53719 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $110,170 |
| APPARO ACADEMY | |||||||
| 3104 SKINNER MILL RD | AUGUSTA | GA | 30909 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $10,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1330 W PEACHTREE ST NW | ATLANTA | GA | 30309 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,500 |
| ARTS FOR ALL WISCONSIN | |||||||
| 1709 ABERG AVENUE SUITE 1 | MADISON | WI | 53704 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| BABIES AND BEYOND | |||||||
| 1922 S STOUGHTON RD | MADISON | WI | 53716 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| BADGER PRAIRIE NEEDS NETWORK | |||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| BEAT CANCER TODAY INC | |||||||
| 415 12TH AVE SE | CEDAR RAPIDS | IN | 52401 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| BIG BROTHERS AND BIG SISTERS OF DANE COUNTY | |||||||
| 2059 ATWOOD AVENUE SUITE 2 | MADISON | WI | 53704 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $10,000 |
| BOYS AND GIRLS CLUB OF DANE COUNTY INC | |||||||
| 1818 W BELTLINE HIGHWAY | MADISON | WI | 53713 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| BRIARPATCH YOUTH SERVICES | |||||||
| 2720 RIMROCK ROAD | FITCHBURG | WI | 537133337 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| CARENET PREGNANCY CENTER OF DANE COUNTY | |||||||
| 1350 MACARTHUR ROAD | MADISON | WI | 53714 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| CATHOLIC CHARITIES MADISON | |||||||
| 702 S HIGH POINT ROAD SUITE 201 | MADISON | WI | 53719 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| CLEAN LAKES ALLIANCE | |||||||
| 150 E GILMAN STREET SUITE 2600 | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 |
| DANE COUNTY LIBRARY SERVICE | |||||||
| 1874 S STOUGHTON ROAD | MADISON | WI | 53716 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| EASTER SEALS WISCONSIN INC | |||||||
| 8001 EXCELSIOR DRIVE SUITE 200 | MADISON | WI | 53717 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| ED NEBBINS FOUNDATION | |||||||
| PO BOX 930248 | VERONA | WI | 535932270 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500,000 |
| EDGERTON OUTREACH | |||||||
| 106 S MAIN ST | EDGERTON | WI | 53534 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| FIRST TEE | |||||||
| 11350 W THEODORE TRECKER WAY | WEST ALLIS | WI | 53214 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| GIGI'S PLAYHOUSE | |||||||
| 2350 WEST HIGGINS ROAD | HOFFMAN ESTATES | IL | 60169 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| GIRL SCOUTS OF WISCONSIN-BADGERLAND | |||||||
| 4801 S BILTMORE LN | MADISON | WI | 53718 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| GLACIER'S EDGE COUNCIL - BOY SCOUTS OF AMERICA | |||||||
| 5846 MANUFACTURERS DRIVE | MADISON | WI | 53704 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| GOODMAN COMMUNITY CENTER | |||||||
| 149 WAUBESA STREET | MADISON | WI | 53704 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $25,000 |
| HABITAT FOR HUMANITY OF DANE COUNTY | |||||||
| 3101 LATHAM DRIVE | MADISON | WI | 53716 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| ITALIAN WORKMEN'S CLUB | |||||||
| 914 REGENT STREET | MADISON | WI | 53715 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| JDRF WISCONSIN CHAPTER | |||||||
| 434 S YELLOWSTONE DRIVE SUITE 201 | MADISON | WI | 53719 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $25,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 11111 W LIBERTY DR | MILWAUKEE | WI | 53224 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| KAMMER FAMILY FOUNDATION | |||||||
| 6418 NORMANDY LANE SUITE 220 | MADISON | WI | 53719 | N/A | PF | UNIVERSITY AVENUE CHRISTMAS LIGHTS | $500 |
| KEEP WISCONSIN WARMCOOL FUND | |||||||
| PO BOX 68 | MADISON | WI | 53701 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 |
| LITERACY NETWORK | |||||||
| 701 DANE ST | MADISON | WI | 53713 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| LUSSIER COMMUNITY EDUCATION CENTER | |||||||
| 55 S GAMMON ROAD | MADISON | WI | 53717 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| MACC FUND | |||||||
| 10000 W INNOVATION DR STE 135 | MILWAUKEE | WI | 53226 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $7,500 |
| MADISON YOUTH CHOIRS | |||||||
| 1055 E MIFFLIN STREET | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVENUE SUITE 400 | PHOENIX | AZ | 85016 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $3,000 |
| MARC FOUNDATION | |||||||
| 805 FORWARD DRIVE | MADISON | WI | 53711 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| NEHEMIAH COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 633 W BADGER RD | MADISON | WI | 53713 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| OPERATION FRESH START | |||||||
| 2670 MILWAUKEE STREET | MADISON | WI | 53704 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| PORCHLIGHT INC | |||||||
| 306 N BROOKS STEET | MADISON | WI | 53715 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| REAP FOOD GROUP | |||||||
| 306 E WILSON STREET 2W | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| RIVER FOOD PANTRY | |||||||
| 2201 DARWIN ROAD | MADISON | WI | 53704 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| ROAD HOME DANE COUNTY | |||||||
| 890 W WINGRA DRIVE | MADISON | WI | 53715 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| RSVP OF DANE COUNTY | |||||||
| 6501 WATTS ROAD SUITE 250 | MADISON | WI | 53719 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| SALVATION ARMY OF DANE COUNTY | |||||||
| 630 E WASHINGTON AVENUE | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 2033 FISH HATCHERY ROAD | MADISON | WI | 53713 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| THE PLAYING FIELD | |||||||
| 3910 MINERAL POINT RD | MADISON | WI | 53705 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $5,000 |
| UNITED WAY OF DANE COUNTY | |||||||
| 2059 ATWOOD AVENUE | MADISON | WI | 53704 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $72,000 |
| WISCONSIN 4-H FOUNDATION | |||||||
| 702 LANGDON ST | MADISON | WI | 53706 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| WISCONSIN COUNIL OF THE BLIND AND VISUALLY IMPAIRED | |||||||
| 754 WILLIAMSON ST | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| WISCONSIN PHILANTHROPY NETWORK | |||||||
| 790 N MILWAUKEE ST | MILWAUKEE | WI | 53202 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| WISCONSIN VETERANS MUSEUM FOUNDATION INC | |||||||
| 30 W MIFFLIN STREET SUITE 200 | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| YMCA OF DANE COUNTY | |||||||
| 5515 MEDICAL CIR | MADISON | WI | 53719 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $350 |
| YWCA MADISON INC | |||||||
| 101 E MIFFLIN STREET | MADISON | WI | 53703 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $867,020 | 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 | $146,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $193,972 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,972 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BT INVESTING CONSULTING | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAMMER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6418 NORMANDY LANE SUITE 220 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-12-07 | GrantDt |
| Grant | $500 | GrantAmt |
| Purpose Of Grant | UNIVERSITY AVENUE HOLIDAY LIGHTS | PurposeOfGrantTxt |
| Expended By Grantee | $500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | DECEMBER 20, 2023 | DatesOfReportsByGranteeTxt |
| Verification | 2023-12-20 | VerificationDt |
| Results Of Verification | FUNDS WERE PROPERLY USED FOR HOLIDAY LIGHTS. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS CORPORATE FIXED INCOME | BondNm |
| EOY Book Value | $1,637,060 | EOYBookValueAmt |
| EOYFMV | $1,637,060 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 INDEX FUND | $2,049,070 | $2,049,070 |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND | $311,547 | $311,547 |
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND | $784,462 | $784,462 |
| SSGA EMERGING MARKETS EQUITY INDEX FUND | $81,574 | $81,574 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $749,981 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $749,981 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN | Desc |
| Amt | $623,615 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS INVESTMENT FEES | $14,844 | $14,844 | $0 |
| OTHER PROFESSIONAL SERVICES | $24,250 | $0 | $24,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,936 | Amt |
| Net Investment Income | $1,936 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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