SALZWEDEL FAMILY FUND LTD: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SALZWEDEL FAMILY FUND LTD (EIN 81-3437192)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202511199349100726
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T10:31:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ERDMAN PLACE SUITE 404 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813437192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Salzwedel Family Fund Ltd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JACK & SARA SALZWEDEL | InCareOfNm |
| Business Name Control | SALZ | BusinessNameControlTxt |
| Phone | 6082492111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 Winnebago Street Suite 402 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jack Salzwedel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6082492111 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY RAQUET | PreparerPersonNm |
| PTIN | P01644256 | PTIN |
| Phone | 6088367500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $8,368,611 | 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 | $4,235,851 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,030,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,950,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,030,856 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,350,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,117,294 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $339 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $170 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $170 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,673 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,337 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,337 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,248 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,360 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $428 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,095 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $691,419 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $772,922 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $719,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $781,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,630,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,096,999 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,670 | CashBOYAmt |
| Cash EOY | $6,754 | CashEOYAmt |
| Cash EOYFMV | $6,754 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $95,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,595 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,223,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,560,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,121,225 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $510,376 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,100,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,098,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,871,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,810,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,368,611 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,871,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,810,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,871,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,810,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,871,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,810,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,871,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,630,735 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,502,007 | SubtotalAmt |
| Other Decreases | $2,691,800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,810,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES - LT | PropertyDesc |
| Gross Sales Price | $1,950,919 | GrossSalesPriceAmt |
| Cost Or Other Basis | $920,063 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,030,856 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,030,856 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,030,856 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,248 | SubtotalAmt |
| Tax Based On Investment Income | $15,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,835 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,835 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $563 | EsPenaltyAmt |
| Tax Due | $11,976 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK & SARA SALZWEDEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082492111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 WINNEGABO STREET STE 402 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA SALZWEDEL | ||||||||
| 1835 Winnebago Street | Madison | WI | 53704 | President | 0.5 | $0 | $0 | $0 |
| JACK SALZWEDEL | ||||||||
| 1835 Winnebago Street | Madison | WI | 53704 | President | 0.5 | $0 | $0 | $0 |
| TYLER SALZWEDEL | ||||||||
| 1835 Winnebago Street | Madison | WI | 53704 | Vice President | 0.5 | $0 | $0 | $0 |
| KATY LEA | ||||||||
| 1835 Winnebago Street | Madison | WI | 53704 | Secretary | 0.5 | $0 | $0 | $0 |
| LUKE SALZWEDEL | ||||||||
| 1835 Winnebago Street | Madison | WI | 53704 | Treasurer | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,261,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,370,357 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,370,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,289,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,248 | TotalTaxAmt |
| Distributable Before Adj | $249,242 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $249,242 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $249,242 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $781,524 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $781,524 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,155,019 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $821,928 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $415,894 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $415,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $480,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,288,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $781,524 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $249,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $532,282 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,820,617 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,155,019 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,665,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $821,928 | ExcessFromYear4Amt |
| Excess From Year3 | $415,894 | ExcessFromYear3Amt |
| Excess From Year2 | $415,233 | ExcessFromYear2Amt |
| Excess From Year1 | $480,261 | ExcessFromYear1Amt |
| Excess From Current Year | $532,282 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK SALZWEDEL | ContributingManagerNm |
| Contributing Manager | SARA SALZWEDEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Agrace | ||||||||
| 395 E Cheryl Pkwy | Fitchburg | WI | 53711 | NONE | PC | General Operations | $1,750 | |
| Aldo Leopold Foundation | ||||||||
| E13701 Levee Rd | Baraboo | WI | 53913 | NONE | PC | General Operations | $66,000 | |
| American Cancer Society | ||||||||
| PO Box 6704 | Hagerstwon | MD | 21741 | NONE | PC | General Operations | $1,000 | |
| American Family Children's Hospital | ||||||||
| 1675 Highland Ave | Madison | WI | 53792 | NONE | PC | General Operations | $5,000 | |
| Babies & Beyond of WI | ||||||||
| 1922 S Stoughton Rd | Madison | WI | 53716 | NONE | PC | General Operations | $5,000 | |
| Bethel Horizons | ||||||||
| 312 Wisconsin Ave | Madison | WI | 53703 | NONE | PC | General Operations | $51,000 | |
| Bethel Lutheran Church | ||||||||
| 312 Wisconsin Ave | Madison | WI | 53703 | NONE | PC | General Operations | $1,200 | |
| Bereaved Parents of Madison | ||||||||
| 202 S Park St | Madison | WI | 53715 | NONE | PC | General Operations | $1,000 | |
| Center for Black Excellence and Culture | ||||||||
| PO Box 259042 | Madison | WI | 53725 | NONE | PC | General Operations | $50,000 | |
| Central Lutheran Church | ||||||||
| 100 W Rollin St | Edgerton | WI | 53534 | NONE | PC | General Operations | $250 | |
| Common Table Caf | ||||||||
| 701 Century Ave | Waunakee | WI | 53597 | NONE | PC | General Operations | $2,500 | |
| Dennis & Donna Oldorf Hospice House | ||||||||
| 315 18th Ave | Hiawatha | IA | 52233 | NONE | PC | General Operations | $7,500 | |
| Edgewood High School | ||||||||
| 2219 Monroe St | Madison | WI | 53711 | NONE | PC | General Operations | $250 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce St | Montgomery | AL | 36104 | NONE | PC | General Operations | $10,000 | |
| Faith's Lodge | ||||||||
| 505 Hwy 169 N | Plymouth | MN | 55411 | NONE | PC | General Operations | $6,056 | Suite 245 |
| First Tee Southeast Wisconsin | ||||||||
| 2819 Royal Avenue | Madison | WI | 53713 | NONE | PC | General Operations | $2,500 | |
| Fond-Blanc Foundation | ||||||||
| 1119 Boundary Rd | Middleton | WI | 53562 | NONE | PC | General Operations | $1,000 | |
| Foundation for Dane Co Parks | ||||||||
| 5201 Fen Oaks Dr | Madison | WI | 53718 | NONE | PC | General Operations | $1,000 | 208 |
| Friends of UW Health | ||||||||
| 301 S Westfield Rd | Madison | WI | 53717 | NONE | PC | General Operations | $10,850 | |
| Gifts of Adoption | ||||||||
| 1200 Shermer Rd | Northbrook | IL | 60062 | NONE | PC | General Operations | $2,591 | Suite 111 |
| Goodman Center | ||||||||
| 214 Weubesa St | Madison | WI | 53704 | NONE | PC | General Operations | $600 | |
| Heartland Church | ||||||||
| 14900 E 126th ST | Fishers | IN | 46037 | NONE | PC | General Operations | $25,000 | |
| Hogar's Helping Hands | ||||||||
| 5466 Marie Road | Oregon | WI | 53575 | NONE | pc | General Operations | $256 | |
| Horizon High School | ||||||||
| 659 N Whitney Way | Madison | WI | 53705 | NONE | PC | General Operations | $1,250 | |
| Junior Achievement | ||||||||
| 2800 Royal Ave | Monona | WI | 53713 | NONE | PC | General Operations | $25,000 | 207 |
| Madison College Foundation | ||||||||
| 1701 Wright St | Madison | WI | 53704 | NONE | PC | General Operations | $5,000 | |
| Madison Public Library Foundation | ||||||||
| 201 W Mifflin St | Madison | WI | 53703 | NONE | PC | General Operations | $2,591 | |
| Make-A-Wish | ||||||||
| 1818 Parmenter St | Middleton | WI | 53562 | NONE | PC | General Operations | $25,000 | 310 |
| McPac | ||||||||
| 10434 Gaviota Ave | Granada Hills | CA | 91344 | NONE | PC | General Operations | $13,500 | |
| Midwest Access Coalition | ||||||||
| PO Box 408363 | Chicago | IL | 60640 | NONE | PC | General Operations | $7,500 | |
| NAMI | ||||||||
| 4301 Wilson Blvd | Arlington | VA | 22203 | NONE | PC | General Operations | $100 | Suite 300 |
| National Geographic Society | ||||||||
| 1145 17th St NW | Washington | DC | 20036 | NONE | PC | General Operations | $500 | |
| NFG Cedar Falls | ||||||||
| 515 Main St Ste F | Cedar Falls | IA | 50613 | NONE | PC | General Operations | $1,030 | PO Box 546 |
| Overture Center Foundation Inc | ||||||||
| 201 State St | Madison | WI | 53703 | NONE | PC | General Operations | $100,000 | |
| Peace Lutheran Church | ||||||||
| 17029 W 12 Mile Rd | Southfield | MI | 48076 | NONE | PC | General Operations | $119,000 | |
| RISE Wisconsin | ||||||||
| 2120 Fordem Ave | Madison | WI | 53704 | NONE | PC | General Operations | $22,500 | |
| Rockford Reformed Church | ||||||||
| 4890 11 Mile Rd | Rockford | MI | 49341 | NONE | PC | General Operations | $250 | |
| St John's Development Fund | ||||||||
| 1127 University Ave | Madison | WI | 53715 | NONE | PC | General Operations | $100 | |
| St Louis Community Foundation | ||||||||
| 2 Oak Knoll Park | Clayton | MO | 63105 | NONE | PC | General Operations | $1,031 | |
| The Leukemia & Lymphoma Society | ||||||||
| 3 International Drive | Rye Brook | NY | 10573 | NONE | PC | General Operations | $1,000 | Suite 200 |
| The Road Home Dane County | ||||||||
| 890 W Wingra Dr | Madison | WI | 53715 | NONE | PC | General Operations | $15,000 | |
| United Way of Dane County | ||||||||
| 2059 Atwood Ave | Madison | WI | 53704 | NONE | PC | General Operations | $25,000 | |
| UW Foundation | ||||||||
| 1848 University Ave | Madison | WI | 53726 | NONE | PC | General Operations | $132,957 | |
| Village Diaper Bank | ||||||||
| 3302 Dairy Dr | Madison | WI | 53718 | NONE | PC | General Operations | $5,310 | |
| Wartburg College | ||||||||
| 100 Wartburg Blvd | Waverly | IA | 50677 | NONE | PC | General Operations | $17,000 | Bldg 54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $772,922 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,030,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,114,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,114,658 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Jack Sara Salzwedel | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 Winnebago Street Ste 402 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,235,851 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,857 Shares of Vanguard 500 Index Fund Adm (VFIAX) | $2,494,810 | 2024-07-22 |
| 1 | 300 Shares of Eli Lily & Co (LLY) | $225,954 | 2024-11-22 |
| 1 | 600 Shares of United Rentals Inc (URI) | $507,732 | 2024-11-22 |
| 1 | 1,000 Shares of ATI Inc (ATI) | $59,170 | 2024-11-22 |
| 1 | 1,639 Shares of Nvidia Corp (NVDA) | $236,229 | 2024-11-22 |
| 1 | 1,240 Shares of SDPR S&P 500 ETF (SPY) | $752,637 | 2024-12-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,673 | Amt |
| Net Investment Income | $3,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,337 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A - GOOGL | $4,916 | $26,502 |
| AMAZON COM INC - AMAZN | $7,546 | $43,878 |
| APPLE INC - AAPL | $7,633 | $79,133 |
| CHEVRON CORPORATION - CVX | $15,350 | $30,416 |
| COSTCO WHSL CORP - COST | $28,472 | $91,627 |
| ELI LILY CO | $96,881 | $231,600 |
| HOME DEPOT INC - HD | $18,079 | $38,899 |
| LAM RESEARCH CORP - LRCX | $31,181 | $63,996 |
| MICROSOFT CORP - MSFT | $25,918 | $136,988 |
| NVIDIA CORP - NVDA | $124,965 | $1,404,539 |
| SPDR S P 500 - SPY ETF | $566,763 | $1,754,724 |
| UNITEDHEALTH GROUP - UNH | $28,243 | $57,668 |
| VANGUARD 500 INDEX ADMIRAL | $872,656 | $2,431,873 |
| ISHARES RUSSELL MID CAP | $254,550 | $265,377 |
| ISHARES RUSSELL 2000 | $160,000 | $162,405 |
| VANGUARD FTSE DEVELOPED MARKET | $316,886 | $301,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE US AGGREGATE BOND | $789,326 | $781,595 |
| ARTISAN HIGH INCOME FUND | $311,493 | $316,442 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $339 | LegalFeesAmt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $170 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $2,691,800 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNNUAL MEMBERSHIP FEE | $95 | $0 | $0 | $95 |
| OTHER EXPENSES | $5,000 | $0 | $0 | $5,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $16,248 | Amt |
| Net Investment Income | $16,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $0 | Amt |
| Net Investment Income | $428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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