AMERICAN FAMILY INSURANCE DREAMS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FAMILY INSURANCE DREAMS FOUNDATION INC (EIN 47-4493142)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349107069
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:17:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262064862 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLLATH & ASSOCIATES CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 MINERAL POINT RD STE 100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | 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 | 474493142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FAMILY INSURANCE DREAMS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 6082492111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY VAN BEEK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6082492111 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN | PersonFirstNm |
| Person Last | KELLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL KOLLATH | PreparerPersonNm |
| PTIN | P00812085 | PTIN |
| Phone | 6088243002 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| 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 | $14,254,128 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,473,598 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,028 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,028 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,702,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,323,104 | GrossSalesPriceAmt |
| Total Rev And Expnss | $25,226,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,028 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,028 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $16,258 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $16,258 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $332,091 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $332,091 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,632 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $814,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $814,107 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,164,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,162,456 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,482,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,128,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,646,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,162,456 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,128,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,580,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,078,226 | CashBOYAmt |
| Cash EOY | $2,355,105 | CashEOYAmt |
| Cash EOYFMV | $2,355,102 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $529,413 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,779,652 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,779,652 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $109,691 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $114,351 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $114,351 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $6,013,667 | CorporateBondsBOYAmt |
| Other Assets BOY | $2,130 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,023 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,023 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,733,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,254,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,254,128 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $929,145 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $51,419 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,241,039 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,961,560 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,170,184 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,012,979 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,562,943 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,241,152 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,562,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,241,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,733,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,254,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,562,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,580,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$9,901,943 | OtherIncreasesAmt |
| Subtotal | $3,241,152 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,241,152 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $673 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $673 | SubtotalAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $703 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | WWW.DREAMFEARLESSLY.COM | WebsiteAddressTxt |
| Individual With Books | MAGGIE PASCALY | IndividualWithBooksNm |
| Phone | 6082424100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | 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 |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B WESTRATE | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| TROY VAN BEEK | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | TREASURER | 000.00 | $0 | $0 | $0 |
| DAVID C HOLMAN | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | SECRETARY | 000.00 | $0 | $0 | $0 |
| PETER SETTEL | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| TELISA YANCY | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ELICA AZALI | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| TRACY SCHWITZER | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JEFF SWALVE | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JESSIE STAUFFACHER | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DANIEL KELLY | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE CHARITABLE CONTRIBUTIONS PART XV. THE FOUNDATION'S PRIMARY ACTIVITIES INCLUDE A SCHOLARSHIP PROGRAM (STARTED IN 2016), COMMUNITY GRANTS PROGRAM (STARTED IN 2015), AND EMPLOYEE AND AGENT MATCHING GIFT PROGRAMS (STARTED IN 2016). IN 2022, THE DREAMS FOUNDATION APPROVED A 2.5M DONATIOLN TO THE CENTER FOR BLACK EXCELLENCE AND CULTURE. THE CENTER IS A NEW INSPIRATIONAL COMMUNITY SPACE THAT WILL CELEBRATE BLACK ACHIEVEMENT AND SUPPORT EDUCATION, ENTREPRENEURSHIP, ARTS AND MORE. THE DREAMS FOUNDATION INVESTED MORE THAN 3.6M DIRECTED BY NEARLY 4,300 EMPLOYEES AND AGENCY OWNERS. AMERICAN FAMILY INSURANCE DREAMS FOUNDATION CONTINUES TO OFFER ITS DEPENDENT SCHOLARSHIP PROGRAM. IN 2022, WE ADDED 72 NEW SCHOLARSHIPS AWARDEES AND FOR A TOTAL OF 281 SCHOLARSHIPS. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,993,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,496,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $144,789 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,634,908 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,634,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,535,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $326,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $326,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $673 | TotalTaxAmt |
| Distributable Before Adj | $326,096 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $326,096 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $326,096 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,128,820 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,128,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,096 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,287,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,272,062 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,885,818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,225,881 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,161,240 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,832,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,128,820 | QualifyingDistributionsAmt |
| Applied To Current Year | $326,096 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,802,724 | RemainingDistriFromCorpusAmt |
| Total Corpus | $51,635,029 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,287,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,347,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,272,062 | ExcessFromYear4Amt |
| Excess From Year3 | $8,885,818 | ExcessFromYear3Amt |
| Excess From Year2 | $9,225,881 | ExcessFromYear2Amt |
| Excess From Year1 | $9,161,240 | ExcessFromYear1Amt |
| Excess From Current Year | $10,802,724 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHARITABLES | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $323,650 |
| CHARITABLES | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $10,000 |
| EMPLOYEE AGENT ENGAGEMENT CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $627,626 |
| EMPLOYEE AGENT ENGAGEMENT | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $30,255 |
| GRANTS CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $2,203,550 |
| MATCHING | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $839,031 |
| MATCHING CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $3,305,293 |
| SCHOLARSHIP CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $653,445 |
| ADOPT A SCHOOL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $108,000 |
| ADOPT A SCHOOL ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $33,000 |
| UNIVERSITY PARTNERSHIPS CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $527,970 |
| UNIVERSITY PARTNERSHIPS | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $40,000 |
| MILWAUKEE CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $457,000 |
| MILWAUKEE | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $420,000 |
| GRANTS | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $1,550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,128,820 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHARITABLES ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $1,000 |
| EMPLOYEE AGENT ENGAGEMENT-ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $190,608 |
| GRANTS ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $5,444,829 |
| MATCHING ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $454,164 |
| UNIVERSITY PARTNERSHIPS ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $35,000 |
| MILWAUKEE ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,275,601 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,702,749 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,752,777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,752,777 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FAMILY INSURANCE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,473,598 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | SERVICES | $764,967 |
| 1 | STOCK | $14,708,631 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,258 | Amt |
| Adjusted Net Income | $16,258 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATTACHED DETAIL A/C 4476212 | PURCHASE | $20,323,104 | $10,615,293 | $9,707,811 |
| AMERICAN FAMILY DONATION-SECURITIES | DONATION | $5,062 | -$5,062 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MARKETABLE SECURITIES | BondNm |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTMENT INCOME | Desc |
| BOY Book Value | $2,130 | BOYBookValueAmt |
| EOY Book Value | $5,023 | EOYBookValueAmt |
| EOYFMV | $5,023 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MEMBERSHIP DUES | $42,245 | $42,245 |
| DONATED SALARIES | $764,967 | $764,967 |
| OFFICE & ADMINISTRATIVE EXPEN | $6,895 | $6,895 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | -$9,901,943 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSOURCING AND PROCESSING FEES | CategoryTxt |
| Amt | $332,091 | Amt |
| Adjusted Net Income | $332,091 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,632 | Amt |
| Net Investment Income | $1,632 | NetInvestmentIncomeAmt |
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