THEODORE W BATTERMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE W BATTERMAN FAMILY FOUNDATION INC (EIN 39-1688812)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349103338
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:17:56-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MIDLAND COURT PO BOX 8130 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535478130 | 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 | 391688812 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE W BATTERMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 2623699978 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 EAST MICHIGAN ST SUITE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN KLIMPEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2623699978 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOAN | PersonFirstNm |
| Person Last | KLIMPEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN M GARDINIER CPA | PreparerPersonNm |
| PTIN | P00073260 | PTIN |
| Phone | 6087525835 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $65,955,143 | 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 | $563,458 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,120 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,092,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,092,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,144,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,679,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,144,534 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100,925 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $145,789 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,918,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,400,091 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,760 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,705 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,705 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $690,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $631,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,917 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $205,933 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,438 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,812 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $993,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $667,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,194 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,522,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,522,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,515,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $667,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,663,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,596,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,732,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,817,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,042,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,042,322 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,972,041 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,983,754 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $42,299,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,478,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,260,821 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,158,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,593,211 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,256,211 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,534,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,241,219 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,412,035 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $60,810,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,327,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,955,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $60,810,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,327,072 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,810,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,327,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,810,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,327,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,810,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,596,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113,488 | OtherIncreasesAmt |
| Subtotal | $59,327,072 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,327,072 | 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 | PropertyDesc |
| Gross Sales Price | $23,679,630 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,535,096 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,144,534 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,144,534 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,144,534 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,085 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,085 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,085 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $147,331 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $147,331 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $123,246 | OverpaymentAmt |
| Applied To ES Tax | $123,246 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GODFREY KAHN SC | IndividualWithBooksNm |
| Phone | 4142733500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 EAST MICHIGAN ST SUITE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER T BATTERMAN | ||||||||
| 833 EAST MICHIGAN ST SUITE 1800 | MILWAUKEE | WI | 53202 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| JOAN D KLIMPEL | ||||||||
| 833 EAST MICHIGAN ST SUITE 1800 | MILWAUKEE | WI | 53202 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| LAURA G BATTERMAN WILKINS | ||||||||
| 833 EAST MICHIGAN ST SUITE 1800 | MILWAUKEE | WI | 53202 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| LINDA C BATTERMAN JOHNSON | ||||||||
| 833 EAST MICHIGAN ST SUITE 1800 | MILWAUKEE | WI | 53202 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI MAYER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E MICHIGAN ST STE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $114,186 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,548,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,270,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,616,093 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,435,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,435,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,056,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,378,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,468,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,468,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,085 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,085 | TotalTaxAmt |
| Distributable Before Adj | $3,444,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,444,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,444,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,663,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,663,480 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,444,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,047,898 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,302,610 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,508,957 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,803,400 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,319,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,982,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,663,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,444,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $218,628 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,201,263 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,047,898 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,153,365 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,302,610 | ExcessFromYear4Amt |
| Excess From Year3 | $2,508,957 | ExcessFromYear3Amt |
| Excess From Year2 | $2,803,400 | ExcessFromYear2Amt |
| Excess From Year1 | $1,319,770 | ExcessFromYear1Amt |
| Excess From Current Year | $218,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABLELIGHT (FORMERLY BETHESDA LUTHERAN COMMUNITIES) | ||||||||
| 600 HOFFMANN DRIVE | WATERTOWN | WI | 53094 | NONE | PC | PEER SUPPORTS FOR POSTSECONDARY EDUCATIONAL PROGRAM FOR STUDENTS WITH DISABILITIES | $25,000 | |
| ALZHEIMER'S ASSOCIATION WISCONSIN CHAPTER | ||||||||
| 2820 WALTON COMMONS SUITE 132 | MADISON | WI | 53718 | NONE | PC | SUPPORT OF ALZHEIMER'S ASSOCIATION--RESEARCH AND CARE AND SUPPORT | $25,000 | |
| AMAZING GRACE VIRTUAL ACADEMY | ||||||||
| 86 ROSLYN ROAD | NEW ULM | MN | 56073 | NONE | PC | SOPHOMORE VIRTUAL CURRICULUM DEVELOPMENT | $15,000 | |
| AMERICAN BIBLE SOCIETY | ||||||||
| 101 NORTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PC | MISSION SUPPORT | $7,500 | FL8 |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | MISSION SUPPORT | $30,000 | |
| AMERICARES FOUNDATION | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | PC | MISSION SUPPORT | $5,000 | |
| BADGERLAND AFTERSCHOOL ENRICHMENT PROGRAM (BASE) | ||||||||
| 734 MADISON AVE | FORT ATKINSON | WI | 53538 | NONE | PC | BASE STEM PROGRAMMING | $13,000 | |
| BEHOLD ISRAEL | ||||||||
| PO BOX 689 | MONUMENT | CO | 80132 | NONE | PC | SCHOLARSHIPS FOR YOUNG ADULT ISRAEL TOURS | $2,500 | |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | ||||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | PC | MISSION SUPPORT | $7,500 | |
| CALIFORNIA FAMILY COUNCIL | ||||||||
| PO BOX 7937 | FRESNO | CA | 93747 | NONE | PC | 2022 FAMILY GRANT | $5,000 | |
| CARE NET PREGNANCY CENTER | ||||||||
| 1350 MACARTHUR RD | MADISON | WI | 53714 | NONE | PC | CARE COORDINATION | $32,000 | |
| CENTER FOR URBAN TEACHING | ||||||||
| 2600 W WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | NONE | PC | CENTER FOR URBAN TEACHING SUMMER SCHOOL PROGRAM | $75,000 | |
| COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN | ||||||||
| 121 N PARKER DRIVE | JANESVILLE | WI | 53545 | NONE | PC | THEODORE W. BATTERMAN FAMILY FOUNDATION SCHOLARSHIP, ADMINISTERED BY CFSW | $209,000 | |
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 809213668 | NONE | PC | COMPASSIONS GLOBAL SURVIVAL INITIATIVES | $50,000 | |
| CONCORDIA UNIVERSITY WISCONSIN | ||||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | NONE | PC | ERNA A. BATTERMAN SCHOLARSHIPS | $21,640 | |
| CORNERSTONE FELLOWSHIP BIBLE CHURCH | ||||||||
| 1190 COLUMBIA AVE | RIVERSIDE | CA | 92507 | NONE | PC | 2022 FAMILY GRANT | $5,000 | |
| DISCOVERY WORLD LTD | ||||||||
| 500 N HARBOR DRIVE | MILWAUKEE | WI | 53202 | NONE | PC | DISCOVERY WORLD EDUCATIONAL OUTREACH TO BATTERMAN SCHOOLS OF CHOICE | $62,500 | |
| DIVINE REDEEMER LUTHERAN CHURCH AND SCHOOL | ||||||||
| 31385 HILL ROAD | HARTLAND | WI | 53029 | NONE | PC | WOMEN'S MINISTRY--MARILYN BATTERMAN MEMORIAL GIFT FUND | $2,500 | |
| DR JAMES DOBSON FAMILY INSTITUTE | ||||||||
| PO BOX 39000 | COLORADO SPRINGS | CO | 80949 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| DUCKS UNLIMITED INC | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | RESTORING WETLAND HABITAT AT PUBLIC-ACCESS WILDLIFE AREAS | $10,000 | |
| ECHO INC | ||||||||
| 65 S HIGH ST | JANESVILLE | WI | 53548 | NONE | PC | FOOD PANTRY | $15,000 | |
| ELMBROOK CHURCH | ||||||||
| 777 S BARKER RD | BROOKFIELD | WI | 53045 | NONE | PC | JUST BETWEEN US WEB MINISTRY EXPANSION | $25,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 155 LANGDON STREET | MADISON | WI | 53703 | NONE | PC | PROGRAM SUPPORT | $500 | |
| FEEDING AMERICA EASTERN WISCONSIN | ||||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | NONE | PC | FOOD SUPPORT PROGRAM | $4,500 | |
| FOCUS ON THE FAMILY | ||||||||
| 88605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | PC | GIVE FAMILIES HOPE | $27,500 | |
| FOLDS OF HONOR MINNESOTA CHAPTER | ||||||||
| 229 MINNETONKA AVE S | WAYZATA | WI | 55391 | NONE | PC | CHILDREN'S FUND FOR WISCONSIN CHILDREN | $2,500 | |
| FOOD PANTRY OF WAUKESHA COUNTY INC | ||||||||
| 1301 SENTRY DRIVE | WAUKESHA | WI | 53186 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| FORT ATKINSON COMMUNITY FOUNDATION | ||||||||
| 244 NORTH MAIN STREET | FORT ATKINSON | WI | 53538 | NONE | PC | RENEWAL OF THE THEODORE W. BATTERMAN FAMILY FOUNDATION SCHOLARSHIP PROGRAM | $48,000 | |
| FORT ATKINSON FOOD PANTRY | ||||||||
| 715 JONES AVENUE | FORT ATKINSON | WI | 53538 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| FORT ATKINSON HISTORICAL SOCIETY | ||||||||
| 401 WHITEWATER AVE | FORT ATKINSON | WI | 53538 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| FULLERTON FREE CHURCH | ||||||||
| 2801 BREA BLVD | FULLERTON | CA | 92835 | NONE | PC | 2022 FAMILY GRANT | $2,500 | |
| GLACIAL COMMUNITY YMCA | ||||||||
| 1750 E VALLEY RD | OCONOMOWOC | WI | 53066 | NONE | PC | SPIRITUAL DEVELOPMENT DIRECTOR ENDOWMENT | $5,000 | |
| HAROLD JOHNSON DELAVAN FOOD PANTRY | ||||||||
| 714 E WALWORTH AVENUE | DELAVAN | WI | 53115 | NONE | PC | FOOD PANTRY SUPPORT | $5,000 | |
| HARTLAND AREA FOOD PANTRY | ||||||||
| 555 S INDUSTRIAL DR NO STE 7 | HARTLAND | WI | 53029 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| HOPE STREET MINISTRY | ||||||||
| 2522 W CAPITOL DRIVE | MILWAUKEE | WI | 53206 | NONE | PC | SHECHEM COMMUNITY CENTER BUILDING | $5,000 | |
| IMMANUEL LUTHERAN CHURCH | ||||||||
| 2317 S WOLF RD | HILLSIDE | IL | 60162 | NONE | PC | AIR QUALITY, SCHOOL SAFETY, AV WORKSTATION AND PANTRY OUTBUILDING | $70,000 | |
| IMMANUEL LUTHERAN CHURCH SCHOOL & CHILD CARE | ||||||||
| 13445 HAMPTON RD | BROOKFIELD | WI | 53005 | NONE | PC | COMMUNITY PLAYGROUND BUILD | $63,589 | |
| INSTITUTIONAL MINISTRIES (FORMERLY WISCONSIN LUTHERAN INSTITUTIONAL MINISTR | ||||||||
| 1833 EXECUTIVE DR 101B | OCONOMOWOC | WI | 53066 | NONE | PC | BRINGING HOPE BEHIND WALLS (JAIL AND PRISON MINISTRY) | $25,000 | |
| JEFFERSON AREA FOOD PANTRY | ||||||||
| PO BOX 44 | JEFFERSON | WI | 53549 | NONE | PC | ST. VINCENT DE PAUL RESOURCE CENTER | $5,000 | |
| JUDICIAL WATCH | ||||||||
| 425 3RD STREET NW NO 800 | WASHINGTON | DC | 20024 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| KINGDOM PREP LUTHERAN HIGH SCHOOL INC | ||||||||
| 2520 N WAUWATOSA AVE | MILWAUKEE | WI | 53213 | NONE | PC | SCHOOL KITCHEN INFRASTRUCTURE EXPANSION | $20,000 | |
| LAKE COUNTRY LUTHERAN HIGH SCHOOL | ||||||||
| 401 CAMPUS DR | HARTLAND | WI | 53029 | NONE | PC | LCL THEATRE GENERAL SUPPORT | $12,500 | |
| LAKESIDE LUTHERAN HIGH SCHOOL | ||||||||
| 231 WOODLAND BEACH RD | LAKE MILLS | WI | 53551 | NONE | PC | STEM PROGRAM EXPANSION | $10,000 | |
| LIFEHOUSE THEATER | ||||||||
| PO BOX 7647 | REDLANDS | CA | 92375 | NONE | PC | 2022 FAMILY GRANT | $1,500 | |
| LUTHERAN CHURCH CHARITIES | ||||||||
| 3220 MILWAUKEE AVE | NORTHBROOK | IL | 60062 | NONE | PC | LCC K-9 COMFORT DOG MINISTRY | $2,500 | |
| LUTHERAN CHURCH MISSOURI SYNOD (LCMS) | ||||||||
| PO BOX 66861 | ST LOUIS | MO | 63166 | NONE | PC | JOINT SEMINARY FUND | $10,000 | |
| LUTHERAN COUNSELING AND FAMILY SERVICES OF WISCONSIN | ||||||||
| 3800 N MAYFAIR ROAD | WAUWATOSA | WI | 53222 | NONE | PC | IN SCHOOL COUNSELING FOR AT-RISK STUDENTS | $50,000 | |
| LUTHERAN HOME INC | ||||||||
| 7500 W NORTH AVE | WAUWATOSA | WI | 53213 | NONE | PC | READYCNA TRAINING/CERTIFICATION PROGRAM | $40,000 | |
| LUTHERAN HOUR MINISTRIES | ||||||||
| 660 MASON RIDGE CENTER | ST LOUIS | MO | 63141 | NONE | PC | EQUIPPING THE CHURCH FOR GOSPEL OUTREACH IN THE DIGITAL AGE | $5,000 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 3591 ANDERSON ST 203A | MADISON | WI | 53704 | NONE | PC | MADISON COLLEGE SCHOLARSHIPS FOR FORT ATKINSON HIGH SCHOOL GRADUATES (E.G. SCHOLARS OF PROMISE) | $50,000 | |
| MAKE-A-WISH FOUNDATION OF WISCONSIN | ||||||||
| 11020 W PLANK COURT 200 | WAUWATOSA | WI | 53226 | NONE | PC | WISHES COME TRUE PROGRAM | $60,000 | |
| MEDICAL COLLEGE OF WISCONSIN | ||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | NONE | PC | ACCELERATING CLINICAL TRIALS AND HEALTH SERVICES RESEARCH FOR PANCREATIC CANCER | $5,000 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 S PEORIA ST | CHICAGO | IL | 60607 | NONE | PC | CONSERVATORY PROGRAM | $50,000 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 NORTH BROADWAY STREET | MILWAUKEE | WI | 53202 | NONE | PC | THE THEODORE W. BATTERMAN FAMILY FOUNDATION ANNUAL SCHOLARSHIP PROGRAM | $111,455 | |
| MILWAUKEE SYMPHONY ORCHESTRA | ||||||||
| 1101 N MARKET STREET NO 100 | MILWAUKEE | WI | 53202 | NONE | PC | OPERATING SUPPORT | $2,500 | |
| OCONOMOWOC FOOD PANTRY | ||||||||
| PO BOX 832 | OCONOMOWOC | WI | 53066 | NONE | PC | GENERAL FUND | $5,000 | |
| OUTDOOR OUTREACH | ||||||||
| 5275 MARKET STREET SUITE 21 | SAN DIEGO | CA | 92114 | NONE | PC | OUTDOOR OUTREACH DAY CAMP 2020/2021 | $10,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE NO 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | KNOW YOUR TUMOR | $50,000 | |
| PASSAGES ISREAL | ||||||||
| 950 W BETHANY DR | ALLEN | TX | 75013 | NONE | PC | 2022 FAMILY GRANT | $2,500 | |
| PEWAUKEE INTER-CHURCH LAY COUNCIL | ||||||||
| W243N2312 SADDLE BROOK DR APT 111 | PEWAUKEE | WI | 53072 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| RIVERSIDE LIFE SERVICES | ||||||||
| 3727 MCCRARY ST | RIVERSIDE | CA | 92506 | NONE | PC | GENERAL FUND | $2,000 | |
| ROCKLEY FAMILY FOUNDATION | ||||||||
| PO BOX 17930 | GOLDEN | CO | 80402 | NONE | PC | PRAMBERGER PIANO FOR LAKE COUNTRY LUTHERAN HIGH SCHOOL | $40,928 | |
| ROTARY GARDENS | ||||||||
| PO BOX 385 | DELAVAN | WI | 53115 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| SAFE FAMILIES FOR CHILDREN OF WISCONSIN | ||||||||
| 2327 N 52ND ST | MILWAUKEE | WI | 53210 | NONE | PC | SAFE FAMILIES FOR CHILDREN AND ROCK COUNTY CHILDREN, YOUTH AND FAMILIES PILOT PROGRAM | $40,000 | |
| SALTY EARTH PICTURES | ||||||||
| PO BOX 284 | LAKE MILLS | WI | 53551 | NONE | PC | SALTY EARTH PICTURES STUDIO POST PRODUCTION ON FEATURE FILM AND FAMILY PROGRAM | $22,500 | |
| SALVATION ARMY JANESVILLE | ||||||||
| 514 SUTHERLAND AVE | JANESVILLE | WI | 53545 | NONE | PC | MISSION SUPPORT | $25,000 | |
| SALVATION ARMY MILWAUKEE | ||||||||
| 4129 W VILLARD AVENUE | MILWAUKEE | WI | 53209 | NONE | PC | FOOD PANTRY SUPPORT | $20,000 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | MISSION SUPPORT | $160,000 | |
| SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN | ||||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | NONE | PC | ROCK COUNTY MOBILE PANTRY PROGRAM | $100,000 | |
| SHOREHAVEN (LUTHERAN HOMES OF OCONOMOWOC INC) | ||||||||
| 1305 W WISCONSIN AVE | OCONOMOWOC | WI | 53066 | NONE | PC | SHOREHAVEN NEIGHBORHOOD RENOVATIONS | $310,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVENUE SUITE 9TH FL | NEW YORK | NY | 10017 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| ST MARCUS CHURCH AND SCHOOL | ||||||||
| 2215 NORTH PALMER ST | MILWAUKEE | WI | 53212 | NONE | PC | HARAMBEE COMMUNITY SCHOOL RENOVATIONS, ADDITIONS, AND DEVELOPMENT | $100,000 | |
| ST PETER'S EVANGELICAL LUTHERAN CHURCH AND SCHOOL | ||||||||
| 1600 S MAIN STREET | FOND DU LAC | WI | 54937 | NONE | PC | SCRUBBER, SAFETY FILM WITH LOGO, AND LED LIGHTING UPGRADES | $10,000 | |
| ST VINCENT DE PAUL SOCIETY - BLESSED TERESA OF CALCUTTA PARISH | ||||||||
| W314 N7462 WI-83 | HARTLAND | WI | 53029 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| TANALIAN BIBLE CAMP | ||||||||
| PO BOX 176 | PORT ALSWORTH | AK | 99653 | NONE | PC | GREATEST NEED | $5,000 | |
| TEACHBEYOND | ||||||||
| PO BOX 610 | DOWNERS GROVE | IL | 60515 | NONE | PC | MISSION SUPPORT | $20,000 | |
| TRAIL LIFE USA | ||||||||
| 10612 AUGUSTA RD | BELTON | SC | 29627 | NONE | PC | 2022 FAMILY GRANT FOR TROOP CA-0611 | $1,500 | |
| TRINITY EVANGELICAL LUTHERAN CHURCH | ||||||||
| 1026 N 9TH ST | MILWAUKEE | WI | 53233 | NONE | PC | RESTORING TRINITY EVANGELICAL LUTHERAN CHURCH | $100,000 | |
| TRINITY LUTHERAN SCHOOL OF FREISTADT | ||||||||
| 10729 W FREISTADT RD | MEQUON | WI | 53097 | NONE | PC | CLASSROOM EXPANSION AND PIANO LAB PROJECT | $50,000 | |
| UNVIERSITY OF NORTHWESTERN-ST PAUL (LIFE 1025 CHRISTIAN RADIO MADISON) | ||||||||
| PO BOX 130517 | ST PAUL | MN | 55113 | NONE | PC | LIFE 102.5 RADIO STATION | $5,000 | |
| WATERTOWN FOOD PANTRY INC | ||||||||
| 204 N TENTH STREET | WATERTOWN | WI | 53094 | NONE | PC | FOOD PANTRY SUPPORT | $5,000 | |
| WHEATON COLLEGE | ||||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 60187 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES | ||||||||
| 122 W WASHINGTON AVENUE SUITE 700 | MADISON | WI | 53703 | NONE | PC | WAICU NONPROFIT INTERNSHIP PROGRAM | $102,000 | |
| WISCONSIN CONSERVATORY OF MUSIC | ||||||||
| 1584 N PROSPECT AVENUE | MILWAUKEE | WI | 53202 | NONE | PC | GROWING MILWAUKEE'S JAZZ COMMUNITY: A NEW, EARLIER, AND MORE DIVERSE JAZZ EDUCATION PATHWAY | $75,000 | |
| WISCONSIN YOUTH SYMPHONY ORCHESTRAS FOUNDATION INC | ||||||||
| PO BOX 258039 | MADISON | WI | 53725 | NONE | PC | WYSO PERCUSSION INSTRUMENT PURCHASE | $543,334 | |
| WLCFS - CHRISTIAN FAMILY SOLUTIONS | ||||||||
| 4351 W COLLEGE AVENUE 410 | APPLETON | WI | 54914 | NONE | PC | URBAN SCHOOL COUNSELING PROGRAM | $50,000 | |
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | WORLD VISION HONDURAS ECONOMIC EMPOWERMENT/THRIVE PROGRAM | $100,000 | |
| WYCLIFFE BIBLE TRANSLATORS | ||||||||
| 11221 JOHN WYCLIFFE BLVD | ORLANDO | FL | 32832 | NONE | PC | MORRIS AND WENDY JOHNSON MINISTRY PROJECT | $134,500 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DRIVE SIXTH | RESTON | VA | 20191 | NONE | PC | PROGRAM SUPPORT | $5,000 | FLOOR |
| ZACHARIAH'S ACRES | ||||||||
| N74 W35911 SERVANTS WAY | OCONOMOWOC | WI | 53066 | NONE | PC | PRODUCTION GREENHOUSE PROVIDING VOLUNTEER & EMPLOYMENT OPPORTUNITIES | $2,500 | |
| ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY | ||||||||
| 10005 WEST BLUEMOUND ROAD | MILWAUKEE | WI | 53226 | NONE | PC | ANIMAL AMBASSADOR CONTINUUM | $18,340 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,522,286 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,120 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,092,648 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,925 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,144,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,355,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,355,227 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHRISTOPHER AND ANGELA BATTERMAN | ||||||
| 1 | 625 WALNUT RIDGE DRIVE | HARTLAND | WI | 53029 | $50,000 | Yes (X) |
| LINDA C BATTERMAN JOHNSON | ||||||
| 2 | 625 WALNUT RIDGE DRIVE | HARTLAND | WI | 53029 | $250,000 | Yes (X) |
| JOHN E WILKINS AND LAURA G WILKINS | ||||||
| 3 | 625 WALNUT RIDGE DR | HARTLAND | WI | 53029 | $250,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,410 | Amt |
| Net Investment Income | $14,705 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,705 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,593,211 | EOYBookValueAmt |
| EOYFMV | $3,256,211 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $10,873,463 | $13,835,624 |
| EQUITY FUNDS | $28,604,816 | $30,425,197 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,972,041 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,983,754 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY CORE FUND (QP) VII LP | AT COST | $1,328,642 | $2,599,564 |
| PRIVATE EQUITY CORE FUND (QP) VIII LP | AT COST | $1,226,921 | $1,765,774 |
| CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES | AT COST | $2,267,129 | $2,921,320 |
| PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND IV LP | AT COST | $386,121 | $615,869 |
| BLACKSTONE COF IV FEEDER FUND 5-C LP | AT COST | $807,824 | $277,941 |
| MREP GLOBAL VI LLP | AT COST | $195,397 | $185,226 |
| PRIVATE EQUITY CORE FUND X LP | AT COST | $29,185 | $46,341 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $29,760 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,760 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $8,995 | $0 | $8,995 |
| MISCELLANEOUS EXPENSE | $28,817 | $0 | $28,817 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $100,925 | $100,925 | $100,925 |
| K-1 - METROPOLIAN REAL ESTATE PARTNERS GLOBAL (QP) VII, LP UBTI | $0 | -$566 | $0 |
| K-1 - PRIVATE EQUITY FUND (QP) VII, LP K-1 UBTI | $0 | -$7,427 | $0 |
| K-1 - PRIVATE EQUITY FUND (QP) VIII, LP K-1 UBTI | $0 | -$4,882 | $0 |
| K-1 - PRIVATE EQUITY STRATEGIC OPPS FUND VI, LP K-1 UBTI | $0 | $22,660 | $0 |
| K-1 - CARLYLE DIRECT ALT. OPPORTUNITIES UBTI | $0 | $2,943 | $0 |
| K-1 - CARLYLE DIRECT ALT. OPPORTUNITIES UBTI | $0 | $5,610 | $0 |
| K-1 - BLACKSTONE REAL ESTATE PARTNERS X.F LP UBTI | $0 | $1,051 | $0 |
| K-1 - BLACKSTONE REAL ESTATE PARTNERS X.F LP UBTI | $0 | $9,255 | $0 |
| K-1 - BLACKSTONE REAL ESTATE PARTNERS X.F LP UBTI | $0 | $7,383 | $0 |
| K-1 - PRIVATE EQUITY CORE FUND X LP UBTI | $0 | $8,837 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $113,488 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $572,298 | $572,298 | $0 |
| AGENCY FEES | $117,834 | $58,917 | $58,917 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $184,495 | $0 | $0 |
| FOREIGN TAXES | $21,438 | $21,438 | $0 |
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