MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC (EIN 46-1620539)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349103775
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T15:08:19-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
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
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,414,488FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$63,662DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,662DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$80,232NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,402,176GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$241,530CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$393,894TotalRevAndExpnssAmt
Total Net Invst Incm$305,192TotalNetInvstIncmAmt
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$5,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,345OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,345OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,404TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,349TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,345TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$294,792ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$294,792ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$320,141TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,345TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$294,792TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$73,753ExcessRevenueOverExpensesAmt
Net Investment Income$289,847NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,821SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,399SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,399SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,160AcctRcvblAmt
Acct Rcvbl BOY$3,160AcctRcvblBOYAmt
Acct Rcvbl EOY$3,160AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,160AcctRcvblEOYFMVAmt
Corporate Stock BOY$810,111CorporateStockBOYAmt
Corporate Stock EOY$787,751CorporateStockEOYAmt
Corporate Stock EOYFMV$1,009,435CorporateStockEOYFMVAmt
Corporate Bonds BOY$664,457CorporateBondsBOYAmt
Corporate Bonds EOY$685,206CorporateBondsEOYAmt
Corporate Bonds EOYFMV$692,346CorporateBondsEOYFMVAmt
Other Investments BOY$505,037OtherInvestmentsBOYAmt
Other Investments EOY$559,294OtherInvestmentsEOYAmt
Other Investments EOYFMV$674,148OtherInvestmentsEOYFMVAmt
Other Assets BOY$21,386OtherAssetsBOYAmt
Other Assets EOY$29,715OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,026,972TotalAssetsBOYAmt
Total Assets EOY$2,100,525TotalAssetsEOYAmt
Total Assets EOYFMV$2,414,488TotalAssetsEOYFMVAmt
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$2,026,972RetainedEarningBOYAmt
Retained Earning EOY$2,100,525RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,026,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,100,525TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,026,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,100,525TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,026,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$73,753ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,100,725SubtotalAmt
Other Decreases$200OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,100,525TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MS 8168 SCH 1P2023-01-012024-12-31$130,014$43,999$86,015$86,015
MS 2450 SCH 2P2024-01-012024-12-31$400,620$397,859$2,761$2,761
MS 2450 SCH 2P2023-01-012024-12-31$869,824$718,788$151,036$151,036
CAPITAL GAINS DIVIDENDSP$1,718$1,718$1,718
FieldValueIRS element (for citing)
Capital Gain Net Income$241,530CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,029InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,029SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,029TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,309TaxDueAmt

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$2,294,423AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,588AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,369,011TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,369,011AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,535CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,333,476NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,674MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,674MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,029TaxBasedOnInvestmentIncomeAmt
Total Tax$4,029TotalTaxAmt
Distributable Before Adj$112,645DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$112,645DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$112,645DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$294,792ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$294,792QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,645DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$117,059ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$298,795ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$185,266ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$361,050ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$151,246ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,113,416TotalExcessDistributionCyovAmt
Qualifying Distributions$294,792QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$112,645AppliedToCurrentYearAmt
Remaining Distri From Corpus$182,147RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,295,563TotalCorpusAmt
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$117,059ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,178,504ExcessDistriCyovToNextYrAmt
Excess From Year4$298,795ExcessFromYear4Amt
Excess From Year3$185,266ExcessFromYear3Amt
Excess From Year2$361,050ExcessFromYear2Amt
Excess From Year1$151,246ExcessFromYear1Amt
Excess From Current Year$182,147ExcessFromCurrentYearAmt

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 (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
2100 RIVERSIDE DRIVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,500
BELLIN HEALTH FOUNDATION
744 S WEBSTER AVEGREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$22,833
BROWN COUNTY UNITED WAY
PO BOX 1593GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$10,000
CHILDREN'S WI FOUNDATION
PO BOX 1997MILWAUKEEWI53201NONEPUBLIC CHARITYCHARITABLE$5,000
CP CENTER OF GREEN BAY
2801 S WEBSTER AVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,034
CURATIVE CONNECTIONS
2900 CURRY LANEGREEN BAYWI54308NONEPUBLIC CHARITYCHARITABLE$6,667
ENVISION GREATER GREEN BAY
PO BOX 625GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$5,000
GREATER GREEN BAY COMMUNITY FOUNDATION
400 S WASHINGTON STGREEN BAYWI54301NONEPUBLIC CHARITYDANCING WITH OUR STARS FUNDRAISER$3,000
GREEN BAY AREA CATHOLIC EDUCATION
1822 RIVERSIDE DRIVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$17,500
GREEN BAY BOTANICAL GARDEN
2600 LARSEN ROADGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$15,000
JOURNEY TO ADULT SUCCESS
PO BOX 11301GREEN BAYWI54307NONEPUBLIC CHARITYCHARITABLE$7,500
JAZZ CORNER SOCIETY
52 CHERRY STAPPLETONWI54915NONEPUBLIC CHARITYCHARITABLE$1,000
BRAIN CENTER
2801 S WEBSTER AVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,000
MAKE A WISH FOUNDATION
100 W COLLEGE AVE STE 50EAPPLETONWI54911NONEPUBLIC CHARITYCHARITABLE$12,750
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100ARLINGTONVA22203NONEPUBLIC CHARITYCHARITABLE$2,500
MARIAN UNIVERSITY
45 S NATIONAL AVEFOND DU LACWI54935NONEPUBLIC CHARITYCHARITABLE$25,000
ON BROADWAY
340 N BROADWAY STE 165GREEN BAYWI54303NONEPUBLIC CHARITYEDUCATIONAL$12,500
RIVERVIEW GARDENS
1101 S ONEIDA STAPPLETONWI54915NONEPUBLIC CHARITYCHARITABLE$1,000
ROSE-HULMAN INSTITUTE
5500 WABASH AVETERRE HAUTEIN47803NONEPUBLIC CHARITYCHARITABLE$1,000
PLAY BY PLAY
1611 CHICAGO STGREEN BAYWI54302NONEPUBLIC CHARITYCHARITABLE$500
ST MARY CATHOLIC SCHOOL
1050 ZEPHYR DRNEENAHWI54956NONEPUBLIC CHARITYCHARITABLE$105
RONALD MCDONALD HOUSE CHARITIES
8948 WATERTOWN PLANK ROADMILWAUKEEWI53226NONEPUBLIC CHARITYCHARITABLE$10,000
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVE STE 400MONROVIACA91016NONEPUBLIC CHARITYCHARITABLE$204
STRIKE A CHORD
PO BOX 10763GREEN BAYWI54307NONEPUBLIC CHARITYCHARITABLE$1,000
ST NORBERT COLLEGE
100 GRANT STDE PEREWI54115NONEPUBLIC CHARITYEDUCATIONAL$26,000
THE AUTOMOBILE GALLERY
400 S ADAMS STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$2,000
UNITY HOSPICE
2366 OAK RIDGE CIRDE PEREWI54115NONEPUBLIC CHARITYCHARITABLE$1,037
CHILDRENS MIRACLE NETWORK
205 W 700 SSALT LAKE CITYUT84101NONEPUBLIC CHARITYCHARITABLE$268
UNIVERSITY OF WISCONSIN - GREEN BAY
2420 NICOLET DRGREEN BAYWI54311NONEPUBLIC CHARITYCHARITABLE$37,500
GREATER GREEN BAY HABITAT FOR HUMANITY
1967 ALLOUEZ AVEGREEN BAYWI54311NONEPUBLIC CHARITYCHARITABLE$261
GREATER GREEN BAY COMMUNITY FOUNDATION
400 S WASHINGTON STGREEN BAYWI54301NONEPUBLIC CHARITYGROW THE STONE FUND$25,000
EATING DISORDER FOUNDATION
1901 E 20TH AVENUEDENVERCO80205NONEPUBLIC CHARITYCHARITABLE$1,000
FAMILY SERVICES
PO BOX 22308GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$800
BELLIN COLLEGE
3201 EATON RDGREEN BAYWI54311NONEPUBLIC CHARITYCHARITABLE$500
DAIRY CARES OF WI
N3569 VANDENBOSCH RDKAUKAUNAWI54130NONEPUBLIC CHARITYCHARITABLE$1,000
FOSTER THE VILLAGE
1440 DIVISION STGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$12,500
ENCOMPASS EARLY EDUCATION
PO BOX 1627GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$8,333
GREATER GREEN BAY COMMUNITY FOUNDATION
400 S WASHINGTON STGREEN BAYWI54301NONEPUBLIC CHARITYBAY AREA ARTS AND CULTURE ALLIANCE PROJECT FUND$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$294,792TotalGrantOrContriPdDurYrAmt
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$63,662ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$80,232ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$143,894ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$143,894TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMICHAEL AND LEANNE HADDADContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11500 FOX RIVER DRIVEAddressLine1Txt
CityDE PERECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54115ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS STOCKSNoncashPropertyDesc
Fair Market Value$250,000FairMarketValueAmt
Received2024-10-24ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGERALD C. CONDON, JR. & ASSOC.CategoryTxt
Amt$5,600Amt
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$683,663$690,918
MORGAN STANLEY CORP FIXED$1,543$1,428

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY EQUITIESStockNm
EOY Book Value$787,751EOYBookValueAmt
EOYFMV$1,009,435EOYFMVAmt

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$559,294BookValueAmt
EOYFMV$674,148EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ACCRUED INCOME$700
2023 BASIS ADJUSTMENT$20,686$17,775
2024 BASIS ADJUSTMENT$11,940

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE CONTRIBUTION TO THE FAMILY SERVICESDesc
Amt$200Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY ADVISORY FEE 2450CategoryTxt
Amt$15,345Amt
Net Investment Income$15,345NetInvestmentIncomeAmt
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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2024 ESTIMATED TAX$2,559$0$0
FOREIGN TAX WITHHOLDING 2450$1,845$0$0

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