2022-05-10T09:00:56-05:00 2021-12-31 Mowery & Schoenfeld LLC 475 Half Day Road Suite 500 Lincolnshire IL 60069 990PF 2021-01-01 391714992 The Holt Family Foundation Ltd % MARY BETH JANSEN HOLT 2627514771 5379 Mariners Cove Dr Unit 512 Madison WI 53704 Mary Beth Jansen SECRETARY 6082214311 2022-05-06 true Mary Beth Jansen XXX-XX-XXXX P00871135 8472478959 2 2021 2022-09-23 18:48:47Z X 2006912 X X 37394 37394 83293 246161 83293 120687 120687 0 5350 2140 3210 2120 590 8097 7887 210 15567 10617 3420 72000 72000 87567 10617 75420 33120 110070 32836 3712 3712 4816 3286 3286 1027573 1040465 1638810 297078 347990 360721 413 383 383 1362716 1395836 2006912 0 0 X 1362716 1395836 1362716 1395836 1362716 1395836 1362716 33120 1395836 1395836 ROBERT W. BAIRD & CO #6707 (SEE ATTACHED) P 2021-01-01 2021-12-31 93767 89947 3820 3820 ROBERT W. BAIRD & CO #6707 (SEE ATTACHED) P 2020-01-01 2021-12-31 104068 72921 31147 31147 CAPITAL GAIN DIVIDENDS P 48326 CAPITAL GAIN DIVIDENDS P 48326 83293 1530 1530 1530 4816 0 4816 3286 3286 false false false false false false false true true WI true false false false false true N/A MARY BETH JANSEN 6082214311 5379 MARINERS COVE DR UNIT 512 Madison WI 53704 false false false false false false false false false false false false false false false false false false false false false PAUL CHRISTOPHER HOLT 1025 S SPRINGDALE ROAD WAUKESHA WI 53186 PRES, TRES, Director 1.0 0 0 0 LYNN ANN HAWKINS 940 SAN JOSE DRIVE ELM GROVE WI 53122 VICE PRES, Director 1.0 0 0 0 PATRICIA ANN HOLT PO Box 1013 Brookfield WI 53008 DIRECTOR 1.0 0 0 0 MARY BETH JANSEN 5379 Mariners Cove Dr Unit 512 MADISON WI 53704 DIRECTOR, SECRETARY 1.0 0 0 0 SUSAN MARY BELLO 1356 KIRKWOOD LANE SARASOTA FL 34232 DIRECTOR 1.0 0 0 0 ANN MARGARET BANNISTER W240N3277 COUNTY ROAD J PEWAUKEE WI 53072 DIRECTOR, Secretary 1.0 0 0 0 1945463 22887 3669 1972019 0 1972019 29580 1942439 97122 97122 1530 1530 95592 95592 95592 75420 0 0 0 0 75420 95592 0 2019 2018 2017 0 25114 13457 838 39409 75420 0 75420 0 20172 20172 19237 0 0 0 0 4942 14295 13457 838 WAYNE G HOLT NONE Lynn Ann Hawkins 940 San Jose Dr ELM GROVE WI 53122 2627514771 N/A N/A N/A Catholic Memorial High School 601 E College Avenue Wauskesha WI 531865538 none- 501(c)(3) 501C-3 General purpose 1000 Hope Street Ministry 2522 West Capitol Drive Milwaukee WI 53206 none- 501(c)(3) 501C-3 General Purpose 1000 St Martha's School 4380 Fruitville Road Sarasota FL 34232 none- 501(c)(3) 501C-3 General Purpose 1500 Adult Learning Center 2224 W Kilbourn Ave Milwaukee WI 53233 none- 501(c)(3) 501C-3 General Purpose 2000 St Dennis School 409 Dempsey Road Madison WI 53714 none- 501(c)(3) 501C-3 General purpose 3000 Hebron House of Hospitality 1166 Qual Court Suite 400 Pewaukee WI 53072 none- 501(c)(3) 501C-3 General Purpose 2000 Dominican Arts Project 585 County Road Z Sinsinawa WI 53824 none- 501(c)(3) General Purpose 2000 Wisconsin Center for Christian Study 221 N Grandview Blvd Waukesha WI 53188 none- 501(c)(3) general purpose 7000 Shepherd of the Hills N36W24130 Pewaukee Rd Pewaukee WI 53072 none- 501(c)(3) General purpose 2000 All Faiths Food Bank 8171 Blaikie Court Sarasota FL 34240 none- 501(c)(3) general purpose 600 Brooklink 12555 W Burleigh Rd Ste 3 Brookfield WI 53005 none- 501(c)(3) general purpose 5000 Epiphany Excel Center 699 Haben Blvd Apt 102 Palmetto FL 34221 none- 501(c)(3) general purpose 2000 Make a Wish Foundation 3430 Magic Oak Lane Sarasota FL 34232 none- 501(c)(3) general purpose 600 Meals on Wheels Sarasota 421 North Lime Ave Sarasota FL 34237 none- 501(c)(3) general purpose 600 Sarasota Football Club 5227 Richardson Road Sarasota FL 34232 none- 501(c)(3) general purpose 1000 The Beacon 615 E Washington Ave Madison WI 53703 none- 501(c)(3) general purpose 2500 Firstfruits Apostulate Inc 890 Elm Grove Road Village Court Suite 6 Bldg 6 Elm Grove WI 53122 none- 501(c)(3) General Purpose 12000 Cristo Rey Ranch N8114 County Road WW Mount Cavalary WI 53057 none- 501(c)(3) General Purpose 4000 Human Animal Welfare Society of Waukesha 701 W Northview Rd PO Box 834 Waukesha WI 53187 none- 501(c)(3) General Purpose 1000 Luke House 310 Ingersoll Street Madison WI 53703 none- 501(c)(3) General Purpose 2500 Church of the Incarnation 2929 Bee Ridge Road Sarasota FL 342397118 none- 501(c)(3) General Purpose 1500 Inter Varsity Christian FellowshipUSA PO Box 7895 Madison WI 537077895 none- 501(c)(3) General Purpose 500 Catholic Charities of Sarasota 5055 North Tamiami Trail Sarasota FL 34234 none- 501(c)(3) General purpose 700 The Women's Center Inc 505 North East Ave Waukesha WI 53186 none- 501(c)(3) General Purpose 1000 Dogs in Vests W383 Carlin Trail Palmyra WI 53156 none- 501(c)(3) General Purpose 2000 Wisconsin Independent Learning College 1936 MacArthur Road Waukesha WI 53186 none- 501(c)(3) General Purpose 4000 Humane Society of Jefferson County W6127 Riesling Road Jefferson WI 53549 none- 501(c)(3) General Purpose 1000 St Martin de Porres Ministry 5708 34th Court West Bradenton FL 34210 none- 501(c)(3) General Purpose 1500 Liberty University 1971 University Blvd Lynchburg VA 24515 none- 501(c)(3) General purpose 1000 Chosen 217 Wisconsin Ave Waukesha WI 53186 none- 501(c)(3) General Purpose 1000 Church of the Incarnation soccer program 2929 Bee Ridge Rd Sarasota FL 342397118 none- 501(c)(3) General Purpose 500 Destination Dino-Liam POBox628 Slinger WI 53086 none- 501(c)(3) General Purpose 2000 Eras Senior Network 2607 North Grandview Blvd Suite 15 Waukesha WI 53188 none- 501(c)(3) General Purpose 1000 Gift of adoptionorgWisconsin 1200 Sheerer Rd Suite 111 Northbrook IL 60062 none- 501(c)(3) General Purpose 1000 72000 14 37394 18 83293 120687 120687 false false false false false false false false false false ACCOUNTING FEES 5350 2140 3210 BONDS (SEE STATEMENT) 347990 360721 STOCKS (SEE STATEMENT) 1040465 1638810 DIVIDEND RECEIVABLE 413 383 383 INVESTMENT MANAGEMENT FEE 7747 7747 OFFICE EXPENSE 350 140 210 Miscellaneous book only income SECTION 4940(E) TAX 1530 FOREIGN TAX 590 590