FOTSCH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOTSCH FAMILY FOUNDATION (EIN 46-2601906)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-21
- IRS object ID
- 202241119349101509
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-21T11:01:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13400 BISHOPS LANE SUITE 300 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462601906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOTSCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOTS | BusinessNameControlTxt |
| Phone | 2623614993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 SEMINARY RIDGE LN | AddressLine1Txt |
| City | NASHOTAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS FOTSCH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2623614993 | PhoneNum |
| Signature | 2022-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | FOTSCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2022-04-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,661,170 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $236 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $236 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,476,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,476,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,381,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,506,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,381,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,857,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,857,905 | 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 |
| Other Prof Fees Rev And Expnss | $7,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,003 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,736 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,680 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,566,327 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,566,327 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,606,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,569,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $251,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,853,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,619 | CashBOYAmt |
| Cash EOY | $14,473 | CashEOYAmt |
| Cash EOYFMV | $14,473 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,032,884 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,411,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,411,782 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,894,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,769,820 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,499,620 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,622,249 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,622,249 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,735,295 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $32,566,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,818,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,661,170 | 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 | $32,566,565 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,818,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,566,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,818,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,566,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,818,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,566,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $251,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,818,324 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,818,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,501,416 | $124,996 | $1,376,420 | $1,376,420 | |
| CAPITAL GAINS DIVIDENDS | $4,586 | $4,586 | $4,586 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,381,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,669 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,669 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,800 | 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 | $37,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,869 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS FOTSCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2623614993 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 SEMINARY RIDGE LN | AddressLine1Txt |
| City | NASHOTAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53058 | 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 |
|---|---|---|---|---|---|---|---|---|
| GERALDINE D FOTSCH | ||||||||
| 1545 GREENWAY TERRACE | ELM GROVE | WI | 53122 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS A FOTSCH | ||||||||
| 3101 SEMINARY RIDGE LN | NASHOTAH | WI | 53058 | VP/SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES P FOTSCH | ||||||||
| N82 W23588 PITCHING WEDGE CT | SUSSEX | WI | 53089 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR COLLEEN LAWTON | ||||||||
| 34605 SPRINGBANK ROAD | OCONOMOWOC LAKE | WI | 53066 | DIRECTOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $49,608,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,463,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,071,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,071,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $796,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,275,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,613,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,613,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,669 | TotalTaxAmt |
| Distributable Before Adj | $2,574,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,574,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,574,117 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,569,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,569,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,574,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,788 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,851 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,569,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,569,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,390 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,390 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,249 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,398 | ExcessFromYear2Amt |
| Excess From Year1 | $19,851 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALDINE D FOTSCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 620 S 76TH STREET SUITE 160 | MILWAUKEE | WI | 53214 | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 902 | PEWAUKEE | WI | 53072 | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| AMERICAN RED CROSS | |||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | PC | CHARITABLE CONTRIBUTION | $40,000 | |
| BOYS AND GIRLS CLUBS OF MILWAUKEE | |||||||
| 1558 N 6TH STREET PO BOX 12486 | MILWAUKEE | WI | 53212 | PC | CHARITABLE CONTRIBUTION | $22,000 | |
| GIRLS AND BOYS TOWN USA | |||||||
| 300 FLANAGAN BLVD | BOYS TOWN | NE | 68010 | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| CATHOLIC MEMORIAL HIGH SCHOOL | |||||||
| 601 E COLLEGE AVE | WAUKESHA | WI | 53186 | PC | CHARITABLE CONTRIBUTION | $3,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | PC | CHARITABLE CONTRIBUTION | $65,000 | |
| CATHOLIC STEWARDSHIP APPEAL | |||||||
| 3501 SOUTH LAKE DRIVE PO BOX 070912 | MILWAUKEE | WI | 53207 | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| CHILDRENS HOSPITAL OF WI FOUNDATION | |||||||
| PO BOX 1997 MS 3050 | MILWAUKEE | WI | 53201 | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| CHRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1818 W NATIONAL AVE | MILWAUKEE | WI | 53204 | PC | CHARITABLE CONTRIBUTION | $74,080 | |
| CHRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1852 W 22ND PLACE | CHICAGO | IL | 60608 | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| COMBINED COLLECTIONS - MISSIONS | |||||||
| 3501 SOUTH LAKE DRIVE PO BOX 070912 | MILWAUKEE | WI | 53207 | PC | CHARITABLE CONTRIBUTION | $35,000 | |
| CUDWORTH AMERICAN LEGION FOUNDATION INC | |||||||
| PO BOX 663 | ELM GROVE | WI | 53122 | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| ELM GROVE POLICE DEPARTMENT | |||||||
| 13600 JUNEAU BLVD | ELM GROVE | WI | 53122 | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| ELMBROOK EDUCATION FOUNDATION CO ELMBROOK SCHOOL DISTRICT | |||||||
| 3555 N CALHOUN RD | BROOKFIELD | WI | 53005 | PC | CHARITABLE CONTRIBUTION | $3,000 | |
| FOUNDATION FOR RELIGIOUS RETIREMENT | |||||||
| 3221 S LAKE DR | ST FRANCIS | WI | 53235 | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| FISHER HOUSE WISCONSIN | |||||||
| 5000 W NATIONAL AVE | MILWAUKEE | WI | 53295 | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| FRIENDS OF ELM GROVE LIBRARY | |||||||
| 13600 JUNEAU BLVD | ELM GROVE | WI | 53122 | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| GREATER PRAISE COMM DEV CORP | |||||||
| 5422 W CENTER ST | MILWAUKEE | WI | 53210 | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| KATHY'S HOUSE | |||||||
| 9101 W DOYNE AVE | MILWAUKEE | WI | 53226 | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| KOLLER MEMORIAL LIBRARY | |||||||
| 5761 USH 51 PO BOX 100 | MANITOWISH WATERS | WI | 54545 | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| MALAIKA EARLY LEARNING CENTER | |||||||
| 125 W AUER AVE | MILWAUKEE | WI | 53212 | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| MANITOWISH WATERS FIRE CO | |||||||
| PO BOX 367 | MANITOWISH WATERS | WI | 54545 | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| MANITOWISH WATERS SKIING SKEETERS | |||||||
| PO BOX 414 | MANITOWISH WATERS | WI | 54545 | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| MARQUETTE UNIVERSITY | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | PC | CHARITABLE CONTRIBUTION | $480,000 | |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK RD PO BOX | MILWAUKEE | WI | 53226 | PC | CHARITABLE CONTRIBUTION | $50,000 | 26509 |
| MIDWEST PROVINCE JESUITS | |||||||
| 1501 S LAYTON BLVD 216 | MILWAUKEE | WI | 53215 | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| MILWAUKEE RESCUE MISSION CROSS TRAINERS ACADEMY | |||||||
| 830 N 19TH STREET | MILWAUKEE | WI | 53233 | PC | CHARITABLE CONTRIBUTION | $45,000 | |
| MUSIC IN THE PARK | |||||||
| PO BOX 267 | MANITOWISH WATERS | WI | 54545 | PC | CHARITABLE CONTRIBUTION | $1,500 | |
| NATIVITY JESUIT MIDDLE SCHOOL | |||||||
| 1515 SOUTH 29TH ST | MILWAUKEE | WI | 53215 | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| NORTH LAKELAND DISCOVERY CENTER | |||||||
| PO BOX 237 | MANITOWISH WATERS | WI | 54545 | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| OPERATION FINALLY HOME | |||||||
| PO BOX 732667 | DALLAS | TX | 75373 | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| OUR LADY QUEEN OF PEACE | |||||||
| PO BOX 325 | MANITOWISH WATERS | WI | 54545 | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| PAULIST FATHERS | |||||||
| 415 W 95TH ST | NEW YORK | NY | 10019 | PC | CHARITABLE CONTRIBUTION | $408,000 | |
| POTAWATOMI AREA COUNCIL - BSA | |||||||
| 804 BLUEMOUND RD | WAUKESHA | WI | 53188 | PC | CHARITABLE CONTRIBUTION | $4,000 | |
| RONALD MCDONALD CHARITIES-EASTERN WI | |||||||
| 8948 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | PC | CHARITABLE CONTRIBUTION | $162,140 | |
| SCHOOL SISTERS OF NOTRE DAME | |||||||
| 13105 WATERTOWN PLANK RD | ELM GROVE | WI | 53122 | PC | CHARITABLE CONTRIBUTION | $4,500 | |
| SHARON LYNN WILSON CENTER | |||||||
| 3270 MITCHELL PARK DRIVE | BROOKFIELD | WI | 53045 | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| ST MARY'S PARISH | |||||||
| 1260 CHURCH ST | ELM GROVE | WI | 53122 | PC | CHARITABLE CONTRIBUTION | $20,000 | |
| ST VINCENT DE PAUL - WAUKESHA | |||||||
| 818 W SUNSET DRIVE | WAUKESHA | WI | 53189 | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| STARS AND STRIPES HONOR FLIGHT | |||||||
| PO BOX 867 | MENOMONEE FALLS | WI | 53052 | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| THE CARDINAL'S APPEAL | |||||||
| 1011 FIRST AVENUE SUITE 1410 | NEW YORK | NY | 10022 | PC | CHARITABLE CONTRIBUTION | $140,000 | |
| THE SALVATION ARMY | |||||||
| 11315 W WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | PC | CHARITABLE CONTRIBUTION | $100,000 | |
| UNITED WAY OF GREATER MILWAUKEE | |||||||
| 225 W VINE ST | MILWAUKEE | WI | 53212 | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1251 N EDDY STREET SUITE 300 | SOUTH BEND | IN | 46617 | PC | CHARITABLE CONTRIBUTION | $75,000 | |
| USO OF WISCONSIN | |||||||
| 750 N LINCOLN MEMORIAL DRIVE | MILWAUKEE | WI | 53224 | PC | CHARITABLE CONTRIBUTION | $44,200 | |
| VALLEY OF OUR LADY MONASTERY | |||||||
| E11096 YANKE DRIVE | PRAIRIE DU SAC | WI | 53578 | PC | CHARITABLE CONTRIBUTION | $2,000 | |
| WAUKESHA COUNTY CENTER FOR GROWTH | |||||||
| 2717 N GRANDVIEW BLVD SUITE 300 | WAUKESHA | WI | 53188 | PC | CHARITABLE CONTRIBUTION | $60,000 | |
| WINMAN TRAILS FOUNDATION | |||||||
| PO BOX 184 | MANITOWISH WATERS | WI | 54545 | PC | CHARITABLE CONTRIBUTION | $7,500 | |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | PC | CHARITABLE CONTRIBUTION | $29,240 | |
| WISCONSIN VETERANS NETWORK | |||||||
| 6317 W GREENFIELD AVE | WEST ALLIS | WI | 53214 | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| WISCONSINEYE PUBLIC AFFAIRS NETWORK INC | |||||||
| 122 WEST WASHINGTON AVE SUITE 200 | MADISON | WI | 53703 | PC | CHARITABLE CONTRIBUTION | $300,000 | |
| WOMENS CARE CENTER | |||||||
| 1441 N FARWELL AVE | MILWAUKEE | WI | 53202 | PC | CHARITABLE CONTRIBUTION | $113,667 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,566,327 | 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 | $236 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,476,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,381,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,857,905 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,857,905 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FID CAP & INC - 38 | $140,218 | $184,280 |
| FID INV GR BD - 26 | $329,266 | $365,198 |
| HARBOR BD FD | $400,022 | $414,311 |
| PRINCIPAL PREFERRED SEC | $500,000 | $514,442 |
| THORNBURG LTD TERM | $252,743 | $257,064 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $145,332 | $677,000 |
| ALTRIA | $399,900 | $710,850 |
| AM ELEC PWR | $109,278 | $560,511 |
| APPLE | $935,922 | $12,239,012 |
| ATT | $355,721 | $221,400 |
| CATERPILLAR | $2,572,200 | $4,961,760 |
| CHEVRONTEX | $3,502,495 | $4,928,700 |
| CME GROUP INC. | $502,252 | $534,596 |
| DISC FINCL SVCS | $15,870 | $595,134 |
| DOMIN RES | $1,809,023 | $2,753,135 |
| EATON | $916,494 | $2,272,583 |
| EXXON MOBILE | $5,834,858 | $5,008,402 |
| GEN ELEC | $1,094,512 | $1,432,260 |
| HOME DEPOT | $749,809 | $1,988,728 |
| HONEYWELL | $964,955 | $1,599,272 |
| IBM | $3,289,616 | $3,080,863 |
| KYNDRYL HOLDINGS | $143,617 | $83,441 |
| MERK & CO | $1,020,825 | $893,239 |
| MORGAN STANLEY | $22,475 | $463,315 |
| ORGANON & CO | $51,082 | $35,474 |
| PHILIP MORRIS | $989,475 | $1,425,000 |
| SEMPRA ENRG | $54,691 | $449,752 |
| STARBUCKS | $750,398 | $1,469,143 |
| US BANCORP | $1,270,080 | $2,752,330 |
| VERIZON | $268,940 | $363,720 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $5,680 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $3,400 | $0 | $3,400 |
| INVESTMENT MANAGEMENT FEES | $4,003 | $4,003 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $26,736 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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