MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC (EIN 46-1620539)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202231369349101803
Schema version
2021v4.2
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)
Return2022-05-16T08:56:28-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-06SignatureDt
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

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 Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,931,174FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,835ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$18,987DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,987DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,108NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$502,279GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,339CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,092,930TotalRevAndExpnssAmt
Total Net Invst Incm$99,326TotalNetInvstIncmAmt
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$2,313AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,432OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,432OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,281TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,026TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,432TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$244,605ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$244,605ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$255,631TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,432TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$244,605TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$837,299ExcessRevenueOverExpensesAmt
Net Investment Income$91,894NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,112CashBOYAmt
Sav And Temp Cash Invst BOY$11,253SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,248SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,248SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,160AcctRcvblAmt
Acct Rcvbl BOY$3,160AcctRcvblBOYAmt
Acct Rcvbl EOY$3,160AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,160AcctRcvblEOYFMVAmt
Corporate Stock BOY$20,344CorporateStockBOYAmt
Corporate Stock EOY$73,469CorporateStockEOYAmt
Corporate Stock EOYFMV$87,607CorporateStockEOYFMVAmt
Corporate Bonds BOY$548,553CorporateBondsBOYAmt
Corporate Bonds EOY$1,201,594CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,267,990CorporateBondsEOYFMVAmt
Other Investments BOY$363,264OtherInvestmentsBOYAmt
Other Investments EOY$490,233OtherInvestmentsEOYAmt
Other Investments EOYFMV$555,169OtherInvestmentsEOYFMVAmt
Other Assets BOY$908OtherAssetsBOYAmt
Other Assets EOY$688OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$949,594TotalAssetsBOYAmt
Total Assets EOY$1,786,392TotalAssetsEOYAmt
Total Assets EOYFMV$1,931,174TotalAssetsEOYFMVAmt
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$949,594RetainedEarningBOYAmt
Retained Earning EOY$1,786,392RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$949,594TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,786,392TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$949,594TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,786,392TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$949,594TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$837,299ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,786,893SubtotalAmt
Other Decreases$501OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,786,392TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
10086.911 SH INVESCO CONSERVP2021-10-062021-10-25$101,474$101,575-$101-$101
451.671 SH METROPOLITAN WESTP2020-01-212021-01-11$5,000$4,973$27$27
422 SH SPDR S&P 500P2021-04-292021-10-06$179,220$155,695$23,525$23,525
1052 SH VANGUARD INTERMP2020-10-062021-04-29$71,272$73,829-$2,557-$2,557
325 SH VANGUARD S/T GOVP2020-08-112021-06-22$19,966$20,183-$217-$217
82 SH VANGUARD INDEX S&P 500P2020-10-022021-12-16$34,648$25,196$9,452$9,452
652 SH VANGUARD S/T GOVP2020-08-112021-12-16$39,914$40,489-$575-$575
CAPITAL GAINS DIVIDENDSP$50,785$50,785$50,785
FieldValueIRS element (for citing)
Capital Gain Net Income$80,339CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,277InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,277SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,277TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$440EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$440TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$837TaxDueAmt

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$1,208,001AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,778AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,230,779TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,230,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,212,317NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,616MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,616MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,277TaxBasedOnInvestmentIncomeAmt
Total Tax$1,277TotalTaxAmt
Distributable Before Adj$59,339DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,339DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,339DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$244,605ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$244,605QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,339DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$168,342ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$154,192ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$91,939ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$117,059ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$298,795ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$830,327TotalExcessDistributionCyovAmt
Qualifying Distributions$244,605QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,339AppliedToCurrentYearAmt
Remaining Distri From Corpus$185,266RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,015,593TotalCorpusAmt
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$168,342ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$847,251ExcessDistriCyovToNextYrAmt
Excess From Year4$154,192ExcessFromYear4Amt
Excess From Year3$91,939ExcessFromYear3Amt
Excess From Year2$117,059ExcessFromYear2Amt
Excess From Year1$298,795ExcessFromYear1Amt
Excess From Current Year$185,266ExcessFromCurrentYearAmt

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 (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOOAH INC
5715 HWY 85 N 1198CRESTVIEWFL32536NONEPUBLIC CHARITYCHARITABLE$500
GREATER GREEN BAY CHAMBER OF COMMERCE FOUNDATION
300 N BROADWAY STE 3AGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$10,000
CASA OF BROWN COUNTY
414 E WALNUT ST STE 170GREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,500
CP CENTER OF GREEN BAY
2801 S WEBSTER AVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,036
ENCOMPASS EARLY EDUCATION
PO BOX 1627GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$12,500
GREATER GREEN BAY COMMUNITY FOUNDATION
310 N BROADWAY STE 260GREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$15,501
GREEN BAY HABITAT FOR HUMANITY
1967 ALLOUEZ AVENUEGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$10,000
GREEN BAY BOTANICAL GARDEN
2600 LARSEN ROADGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$250
HSHS ST VINCENTST MARYS FOUNDATION
835 S VAN BUREN STGREEN BAYWI54307NONEPUBLIC CHARITYCHARITABLE$12,500
JDRF INTERNATIONAL
1800 APPLETON RD STE 2MENASHAWI54952NONEPUBLIC CHARITYCHARITABLE$500
MAKE A WISH FOUNDATION
100 W COLLEGE AVE STE 50EAPPLETONWI54911NONEPUBLIC CHARITYCHARITABLE$2,600
MISSION GUIDES
515 S IRWIN AVENUEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$300
NOTRE DAME ACADEMY
610 MARYHILL DRIVEGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$10,000
NORTHEAST WI TECHNICAL COLLEGE FOUNDATION
PO BOX 19042GREEN BAYWI54307NONEPUBLIC CHARITYEDUCATIONAL$1,000
OSU FOUNDATION
400 S MONROESTILLWATEROK74074NONEPUBLIC CHARITYCHARITABLE$12,500
PLAY-BY-PLAY THEATRE
1611 CHICAGO STREETGREEN BAYWI54302NONEPUBLIC CHARITYCHARITABLE$518
ST NORBERT COLLEGE
100 GRANT STDE PEREWI54115NONEPUBLIC CHARITYEDUCATIONAL$2,500
THE AUTOMOBILE GALLERY
400 S ADAMS STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$125,000
THE FARMORY
437 S JACKSON STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$5,000
UNIVERSITY OF WISCONSIN - GREEN BAY
2420 NICOLET DRGREEN BAYWI54311NONEPUBLIC CHARITYCHARITABLE$2,000
WILLOW TREE
503 S MONROE AVENUEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$900
JOURNEY TO ADULT SUCCESS
PO BOX 5699DE PEREWI54115NONEPUBLIC CHARITYCHARITABLE$5,000
THE EATING DISORDER FOUNDATION
1901 E 20TH AVENUEDENVERCO80205NONEPUBLIC CHARITYCHARITABLE$500
SANTA MARIA DE LA VID ABBEY
5825 COORS BLVD SWALBUQUERQUENM87121NONEPUBLIC CHARITYCHARITABLE$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$244,605TotalGrantOrContriPdDurYrAmt
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$18,987ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,108ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$92,095ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,095TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
MICHAEL AND LEANNE HADDAD
11500 FOX RIVER DRIVEDE PEREWI54115$734,697Yes (X)
MICHAEL AND LEANNE HADDAD
21500 FOX RIVER DRIVEDE PEREWI54115$266,138Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property673 SH VANGUARD S&P 500NoncashPropertyDesc
Fair Market Value$266,138FairMarketValueAmt
Received2021-10-04ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGERALD C. CONDON, JR. & ASSOC.CategoryTxt
Amt$2,313Amt
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$1,201,594EOYBookValueAmt
EOYFMV$1,267,990EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY EQUITIESStockNm
EOY Book Value$73,469EOYBookValueAmt
EOYFMV$87,607EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY CLOSED-END FUNDSAT COST$438,119$555,169
2021 BAL ADJ - VANGUARD S&PAT COST$52,114$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INCOMEDesc
BOY Book Value$908BOYBookValueAmt
EOY Book Value$688EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
NON-DEDUCTIBLE CONTRIBUTION TO WILLOW TREE$100
ROUNDING$1
NON-DEDUCTIBLE CONTRIBUTION TO MAKE A WISH FOUNDATION$400

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY ADVISORY FEECategoryTxt
Amt$7,432Amt
Net Investment Income$7,432NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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 (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2020 EXCISE TAX$407$0$0
2021 ESTIMATED TAX$440$0$0
FOREIGN TAX WITHHOLDING$434$0$0

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