SALZWEDEL FAMILY FUND LTD: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SALZWEDEL FAMILY FUND LTD (EIN 81-3437192)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-11
- IRS object ID
- 202311019349103056
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T14:30:59-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | 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 | 2022-01-01 | 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 | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jack | PersonFirstNm |
| Person Last | Salzwedel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM M PELLINO | PreparerPersonNm |
| PTIN | P00340211 | PTIN |
| Phone | 6088367500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,007,001 | 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 | $518,959 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,818,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,774 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $707,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,863 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $224 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $112 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $112 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,153 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,153 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $560,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $558,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $588,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $562,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,923 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $436,373 | CashBOYAmt |
| Cash EOY | $68,410 | CashEOYAmt |
| Cash EOYFMV | $68,410 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,942 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $487,008 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $488,974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,346,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,328,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,141,634 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $523,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $310,603 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,983 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,345,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,194,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,007,001 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,345,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,194,765 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,345,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,194,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,345,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,194,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,345,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,947 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,464,077 | SubtotalAmt |
| Other Decreases | $269,312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,194,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $583,376 | $622,576 | -$39,200 | -$39,200 | |
| PUBLICLY TRADED SECURITIES - LT | $1,221,876 | $1,053,422 | $168,454 | $168,454 | |
| CAPITAL GAIN DIVIDENDS | $13,520 | P | |||
| CAPITAL GAIN DIVIDENDS | $13,520 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,418 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,418 | SubtotalAmt |
| Tax Based On Investment Income | $2,418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,582 | OverpaymentAmt |
| Applied To ES Tax | $5,582 | AppliedToESTaxAmt |
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 | $2,800,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,029,882 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,029,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,984,434 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,418 | TotalTaxAmt |
| Distributable Before Adj | $146,804 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,804 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $562,037 | 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 | $562,037 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,804 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $360,129 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $701,736 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,155,019 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $821,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $415,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,454,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $562,037 | QualifyingDistributionsAmt |
| Applied To Current Year | $146,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $415,233 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,869,939 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $360,129 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,509,810 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $701,736 | ExcessFromYear4Amt |
| Excess From Year3 | $1,155,019 | ExcessFromYear3Amt |
| Excess From Year2 | $821,928 | ExcessFromYear2Amt |
| Excess From Year1 | $415,894 | ExcessFromYear1Amt |
| Excess From Current Year | $415,233 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Aldo Leopold Foundation | ||||||||
| E13701 Levee Rd | Baraboo | WI | 53913 | NONE | PC | General Operations | $27,500 | |
| Bereaved Parents of Madison | ||||||||
| PO Box 46511 | Madison | WI | 53744 | NONE | PC | General Operations | $2,000 | |
| Bethel Horizons | ||||||||
| 312 Wisconsin Ave | Madison | WI | 53703 | NONE | PC | General Operations | $86,900 | |
| Boys & Girls Clubs of Dane County | ||||||||
| 2001 Taft St | Madison | WI | 53713 | NONE | PC | General Operations | $1,400 | |
| Center for Black Excellence and Culture | ||||||||
| PO Box 259042 | Madison | WI | 53725 | NONE | PC | General Operations | $50,000 | |
| Centro Hispano of Dane County | ||||||||
| 810 W Badger Rd | Madison | WI | 53713 | NONE | PC | General Operations | $25,000 | |
| Congregational United Church of Christ | ||||||||
| 815 S Concord Rd | Oconomowoc | WI | 53066 | NONE | PC | General Operations | $500 | |
| Deforest Area Needs Network | ||||||||
| 220 S Main St | Deforest | WI | 53532 | NONE | PC | General Operations | $2,500 | |
| Edgewood High School | ||||||||
| 2219 Monroe St | Madison | WI | 53711 | NONE | PC | General Operations | $130,250 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce St | Montgomery | AL | 36104 | NONE | PC | General Operations | $2,500 | |
| Faith's Lodge | ||||||||
| 505 Hwy 169 N | Plymouth | MN | 55411 | NONE | PC | General Operations | $2,000 | Ste 245 |
| Fond-Blanc Foundation | ||||||||
| 1119 Boundary Rd | Middleton | WI | 53562 | NONE | PC | General Operations | $1,000 | |
| Friends of UW Health | ||||||||
| 301 S Westfield Rd | Madison | WI | 53717 | NONE | PC | General Operations | $16,100 | |
| Heartland Church | ||||||||
| 14900 E 126th ST | Fishers | IN | 46037 | NONE | PC | General Operations | $17,500 | |
| Hospice of Mercy | ||||||||
| 315 18th Ave | Hiawatha | IA | 52233 | NONE | PC | General Operations | $2,500 | |
| Love Hope & Healing | ||||||||
| 2620 N Australian Ave | West Palm Beach | FL | 33407 | NONE | PC | General Operations | $500 | Ste 109 |
| Madison College Foundation | ||||||||
| 3591 Anderson St | Madison | WI | 53704 | NONE | PC | General Operations | $5,000 | Ste 203A |
| Peace Lutheran Church | ||||||||
| 17029 W 12 Mile Rd | Southfield | MI | 48076 | NONE | PC | General Operations | $55,000 | |
| REAP Food Group | ||||||||
| 306 E Wilson St | Madison | WI | 53703 | NONE | PC | General Operations | $5,000 | 2W |
| RISE Wisconsin | ||||||||
| 2120 Fordem Ave | Madison | WI | 53704 | NONE | PC | General Operations | $1,000 | |
| The Road Home Dane County | ||||||||
| 890 W Wingra Dr | Madison | WI | 53715 | NONE | PC | General Operations | $5,000 | |
| Saris Foundation | ||||||||
| 5253 Verona Rd | Madison | WI | 53711 | NONE | PC | General Operations | $4,850 | |
| Sauk County Historical Society | ||||||||
| PO Box 651 | Baraboo | WI | 53913 | NONE | PC | General Operations | $250 | |
| Suicide Prevention Coalition | ||||||||
| 735 Hwy 23 | Mineral Point | WI | 53565 | NONE | PC | General Operations | $250 | |
| United Way of Dane County | ||||||||
| 2059 Atwood Ave | Madison | WI | 53704 | NONE | PC | General Operations | $25,000 | |
| Urban League of Greater Madison | ||||||||
| 2222 S Park St | Madison | WI | 53713 | NONE | PC | General Operations | $25,000 | |
| UW Foundation | ||||||||
| 1848 University Ave | Madison | WI | 53726 | NONE | PC | General Operations | $43,000 | |
| Village Diaper Bank | ||||||||
| 3302 Dairy Dr | Madison | WI | 53718 | NONE | PC | General Operations | $2,500 | |
| Wartburg College | ||||||||
| 100 Wartburg Blvd | Waverly | IA | 50677 | NONE | PC | General Operations | $18,000 | Bldg 54 |
| Waunakee Ecumenical Board | ||||||||
| PO Box 143 | Waunakee | WI | 53597 | NONE | PC | General Operations | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $558,250 | 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 | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,936 | 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 | $142,938 | 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 | $188,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,885 | 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 | $518,959 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF: CVX, COST, FXAIX, SLB, UNH | NoncashPropertyDesc |
| Fair Market Value | $518,959 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,350 | Amt |
| Net Investment Income | $3,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,675 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A - GOOGL | $28,843 | $31,970 |
| ALPHABET INC CL A - GOOGL | $4,916 | $12,352 |
| AMAZON COM INC - AMAZN | $7,546 | $16,800 |
| APPLE INC - AAPL | $7,633 | $41,058 |
| CHEVRON CORPORATION - CVX | $15,350 | $37,693 |
| COSTCO WHSL CORP - COST | $28,472 | $45,650 |
| EDWARDS LIFESCIENCES CORP - EW | $16,888 | $22,532 |
| FIDELITY 500 IDX FD - FXAIX | $115,470 | $197,933 |
| HOME DEPOT INC - HD | $18,079 | $31,586 |
| ISHARES CORE SP500 - IVV | $244,921 | $243,589 |
| MICROSOFT CORP - MSFT | $25,918 | $77,942 |
| NVIDIA CORP - NVDA | $49,180 | $58,456 |
| SPDR S P 500 - SPY ETF | $347,732 | $757,211 |
| T. ROWE PRICE GROWTH STOCK | $98,180 | $119,847 |
| UNITEDHEALTH GROUP - UNH | $74,650 | $159,054 |
| VANGUARD EQUITY INC - VEIRX | $164,431 | $148,896 |
| T ROWE QM US MALL CAP GROWTH | $15,872 | $22,889 |
| SCHLUMBERGER LTD - SLB | $15,710 | $53,460 |
| ENERGY SELECT SECTOR - XLE ETF | $48,953 | $62,716 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD ULTRA SHORT BOND - BUBIX | $245,254 | $245,746 |
| MAINSTAY | $65,349 | $62,237 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $224 | LegalFeesAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $112 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $269,312 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $11,153 | Amt |
| Net Investment Income | $11,153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $9,770 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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