MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC (EIN 46-1620539)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202311359349105036
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T16:21:10-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,882,675FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$752,442ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$41,075DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,075DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$208,647NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,478,359GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$175,640CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$533OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$533OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$585,403TotalRevAndExpnssAmt
Total Net Invst Incm$217,248TotalNetInvstIncmAmt
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$3,928AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,604OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,604OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,800TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,332TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,604TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$441,341ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$441,341ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$460,673TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,604TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$441,341TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$124,730ExcessRevenueOverExpensesAmt
Net Investment Income$204,644NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,248SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$184,328SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$184,328SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,160AcctRcvblAmt
Acct Rcvbl BOY$3,160AcctRcvblBOYAmt
Acct Rcvbl EOY$3,160AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,160AcctRcvblEOYFMVAmt
Corporate Stock BOY$73,469CorporateStockBOYAmt
Corporate Stock EOY$710,652CorporateStockEOYAmt
Corporate Stock EOYFMV$706,881CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,201,594CorporateBondsBOYAmt
Corporate Bonds EOY$576,986CorporateBondsEOYAmt
Corporate Bonds EOYFMV$558,439CorporateBondsEOYFMVAmt
Other Investments BOY$490,233OtherInvestmentsBOYAmt
Other Investments EOY$435,082OtherInvestmentsEOYAmt
Other Investments EOYFMV$429,867OtherInvestmentsEOYFMVAmt
Other Assets BOY$688OtherAssetsBOYAmt
Other Assets EOY$557OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,786,392TotalAssetsBOYAmt
Total Assets EOY$1,910,765TotalAssetsEOYAmt
Total Assets EOYFMV$1,882,675TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,786,392RetainedEarningBOYAmt
Retained Earning EOY$1,910,765RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,786,392TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,910,765TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,786,392TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,910,765TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,786,392TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$124,730ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,911,122SubtotalAmt
Other Decreases$357OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,910,765TotNetAstOrFundBalancesEOYAmt

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
SCH 1 - MORGAN STANLEY 2450P2022-01-012022-12-31$77,012$84,789-$7,777-$7,777
SCH 2 - MORGAN STANLEY 7635P2022-01-012022-12-31$133,556$158,837-$25,281-$25,281
SCH 3 - MORGAN STANLEY 7635P2021-01-012022-12-31$2,261,753$2,059,093$202,660$202,660
CAPITAL GAINS DIVIDENDSP$6,038$6,038$6,038
FieldValueIRS element (for citing)
Capital Gain Net Income$175,640CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,845InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,845SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,845TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,280EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,280TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,565TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,647,157AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,893AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,688,050TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,688,050AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,321CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,662,729NetVlNoncharitableAssetsAmt
Minimum Investment Return$83,136MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$83,136MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,845TaxBasedOnInvestmentIncomeAmt
Total Tax$2,845TotalTaxAmt
Distributable Before Adj$80,291DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,291DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,291DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$441,341ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$441,341QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,291DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$154,192ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$91,939ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$117,059ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$298,795ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$185,266ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$847,251TotalExcessDistributionCyovAmt
Qualifying Distributions$441,341QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,291AppliedToCurrentYearAmt
Remaining Distri From Corpus$361,050RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,208,301TotalCorpusAmt
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$154,192ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,054,109ExcessDistriCyovToNextYrAmt
Excess From Year4$91,939ExcessFromYear4Amt
Excess From Year3$117,059ExcessFromYear3Amt
Excess From Year2$298,795ExcessFromYear2Amt
Excess From Year1$185,266ExcessFromYear1Amt
Excess From Current Year$361,050ExcessFromCurrentYearAmt

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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREEN BAY AREA CATHOLIC EDUCATION
2575 S WEBSTER AVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$3,500
RONALD MCDONALD HOUSE CHARITIES
8948 WATERTOWN PLANK ROADMILWAUKEEWI53226NONEPUBLIC CHARITYCHARITABLE$25,000
BELLIN HEALTH FOUNDATION
744 S WEBSTER AVEGREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$14,500
ST JOHN'S SHELTER
PO BOX 1743GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$5,000
AMERICAN CANCER SOCIETY
2100 RIVERSIDE DRIVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$2,500
HERITAGE HILL FOUNDATION
2640 S WEBSTER AVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$5,000
BROWN COUNTY ORAL HEALTH
1245 MAIN STREETGREEN BAYWI54302NONEPUBLIC CHARITYCHARITABLE$200
SCHREIBER FOODS FOUNDATION
425 PINE STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$250,000
ENVISION GREATER GREEN BAY
112 N ADAMS STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$5,000
CP CENTER OF GREEN BAY
2801 S WEBSTER AVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,030
ENCOMPASS EARLY EDUCATION
PO BOX 1627GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$12,500
FOSTER THE VILLAGE
1440 DIVISION STREETGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$12,500
GREATER GREEN BAY COMMUNITY FOUNDATION
310 N BROADWAY STE 260GREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$1,000
GREEN BAY BOTANICAL GARDEN
2600 LARSEN ROADGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$5,000
GREEN BAY PUBLIC SCHOOLS ED FOUNDATION
400 S WASHINGTON STGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$8,334
GREEN BAY AREA CATHOLIC HIGH SCHOOL
PO BOX 1117GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$1,000
GEN YOUTH
200 VESEY ST FL 24NEW YORKNY10281NONEPUBLIC CHARITYCHARITABLE$10,000
MAKE A WISH FOUNDATION
100 W COLLEGE AVE STE 50EAPPLETONWI54911NONEPUBLIC CHARITYCHARITABLE$5,000
MISSION GUIDES
515 S IRWIN AVENUEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$5,000
NORTHEAST WI TECHNICAL COLLEGE FOUNDATION
PO BOX 19042GREEN BAYWI54307NONEPUBLIC CHARITYEDUCATIONAL$1,000
ST NORBERT COLLEGE
100 GRANT STDE PEREWI54115NONEPUBLIC CHARITYEDUCATIONAL$27,577
THE AUTOMOBILE GALLERY
400 S ADAMS STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$2,000
BROWN COUNTY UNITED WAY
PO BOX 1593GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$10,000
UNIVERSITY OF WISCONSIN - GREEN BAY
2420 NICOLET DRGREEN BAYWI54311NONEPUBLIC CHARITYCHARITABLE$28,000
WILLOW TREE
503 S MONROE AVENUEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$441,341TotalGrantOrContriPdDurYrAmt
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$41,075ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$533ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$208,647ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$167,039ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$167,039TotalIncomeProducingActyAmt

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$752,442TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property9,202 SH OF 150 VARIOUS NYSE STOCKSITEMIZED LIST AVAILABLENoncashPropertyDesc
Fair Market Value$752,442FairMarketValueAmt
Received2022-11-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGERALD C. CONDON, JR. & ASSOC.CategoryTxt
Amt$3,928Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMORGAN STANLEY MUTUAL FUNDSBondNm
EOY Book Value$576,986EOYBookValueAmt
EOYFMV$558,439EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY EQUITIESStockNm
EOY Book Value$710,652EOYBookValueAmt
EOYFMV$706,881EOYFMVAmt

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$435,082BookValueAmt
EOYFMV$429,867EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INCOMEDesc
BOY Book Value$688BOYBookValueAmt
EOY Book Value$557EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NON-DEDUCTIBLE CONTRIBUTION TO WILLOW TREE$300
NON-DEDUCTIBLE CONTRIBUTION TO MAKE-A-WISH FOUNDATION$57

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MORGAN STANLEY 7635 MISC INCOME$131$131$131
MORGAN STANLEY 2450 MISC INCOME$402$402$402

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY ADVISORY FEE 7635$10,876$10,876$0
MORGAN STANLEY ADVISORY FEE 2450$1,728$1,728$0

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 (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2021 EXCISE TAX$837$0$0
2022 ESTIMATED TAX$1,280$0$0
FOREIGN TAX WITHHOLDING 2450$571$0$0
FOREIGN TAX WITHHOLDING 7635$112$0$0

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