BETA

SALZWEDEL FAMILY FUND LTD: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SALZWEDEL FAMILY FUND LTD (EIN 81-3437192)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-04
IRS object ID
202241249349100214
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)
Return2022-05-04T08:07:35-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ERDMAN PLACE SUITE 404AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813437192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Salzwedel Family Fund LtdBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JACK & SARA SALZWEDELInCareOfNm
Business Name ControlSALZBusinessNameControlTxt
Phone6082492111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11835 Winnebago Street Suite 402AddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJack SalzwedelPersonNm
Person TitlePresidentPersonTitleTxt
Phone6082492111PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJackPersonFirstNm
Person LastSalzwedelPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM M PELLINOPreparerPersonNm
PTINP00340211PTIN
Phone6088367500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$3,905,599FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,464,156ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,009DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,566DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$348,058NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$450,532GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$348,058CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,856,231TotalRevAndExpnssAmt
Total Net Invst Incm$391,632TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,543OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,543OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,043TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,543TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$517,180ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$511,680ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$532,223TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,543TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$511,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,324,008ExcessRevenueOverExpensesAmt
Net Investment Income$384,089NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,545CashBOYAmt
Cash EOY$436,373CashEOYAmt
Cash EOYFMV$436,373CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,842SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,942SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,942SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$597,233CorporateStockBOYAmt
Corporate Stock EOY$1,346,596CorporateStockEOYAmt
Corporate Stock EOYFMV$2,908,985CorporateStockEOYFMVAmt
Other Investments BOY$380,116OtherInvestmentsBOYAmt
Other Investments EOY$523,219OtherInvestmentsEOYAmt
Other Investments EOYFMV$521,299OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,046,736TotalAssetsBOYAmt
Total Assets EOY$2,345,130TotalAssetsEOYAmt
Total Assets EOYFMV$3,905,599TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,046,736RetainedEarningBOYAmt
Retained Earning EOY$2,345,130RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,046,736TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,345,130TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,046,736TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,345,130TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,046,736TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,324,008ExcessRevenueOverExpensesAmt
Subtotal$3,370,744SubtotalAmt
Other Decreases$1,025,614OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,345,130TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - ST$634,019$344,310$289,709$289,709
CAPITAL GAIN DIVIDENDS$58,349P
FieldValueIRS element (for citing)
Capital Gain Net Income$348,058CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,339InvestmentIncomeExciseTaxAmt
Subtotal$5,339SubtotalAmt
Tax Based On Investment Income$5,339TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,669EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,669TotalPaymentsAndCreditsAmt
Tax Due$670TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JACK & SARA SALZWEDELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6082492111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11835 WINNEGABO STREET STE 402AddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53704ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (true)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA SALZWEDEL
1835 Winnebago StreetMadisonWI53704President0.5$0$0$0
JACK SALZWEDEL
1835 Winnebago StreetMadisonWI53704President0.5$0$0$0
TYLER SALZWEDEL
1835 Winnebago StreetMadisonWI53704Vice President0.5$0$0$0
KATY LEA
1835 Winnebago StreetMadisonWI53704Secretary0.5$0$0$0
LUKE SALZWEDEL
1835 Winnebago StreetMadisonWI53704Treasurer0.5$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,962,040AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,256AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,053,296TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,053,296AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,799CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,022,497NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,125MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,125MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,339TaxBasedOnInvestmentIncomeAmt
Total Tax$5,339TotalTaxAmt
Distributable Before Adj$95,786DistributableBeforeAdjAmt
Distributable Before Ded$95,786DistributableBeforeDedAmt
Distributable As Adjusted$95,786DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$511,680ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$511,680QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,786DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$67,704ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$360,129ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$701,736ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,155,019ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$821,928ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,106,516TotalExcessDistributionCyovAmt
Qualifying Distributions$511,680QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$95,786AppliedToCurrentYearAmt
Remaining Distri From Corpus$415,894RemainingDistriFromCorpusAmt
Total Corpus$3,522,410TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$67,704ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,454,706ExcessDistriCyovToNextYrAmt
Excess From Year4$360,129ExcessFromYear4Amt
Excess From Year3$701,736ExcessFromYear3Amt
Excess From Year2$1,155,019ExcessFromYear2Amt
Excess From Year1$821,928ExcessFromYear1Amt
Excess From Current Year$415,894ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJACK SALZWEDELContributingManagerNm
Contributing ManagerSARA SALZWEDELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Agrace Hospice Care
5395 E Cheryl PkwyFitchburgWI53711NONEPCGeneral Operations$100
Aldo Leopold Foundation
E13701 Levee RdBarabooWI53913NONEPCGeneral Operations$500
Alzheimer's Association
225 N Michigan AveChicagoIL60601NONEPCGeneral Operations$500Ste 1700
American Family Children's Hospital
1675 Highland AveMadisonWI53792NONEPCGeneral Operations$5,000
Boys & Girls Club of Dane County
2001 Taft StMadisonWI53713NONEPCGeneral Operations$5,000
Cedar Rapids Garden Club
2190 Country Club Pkwy SECedar RapidsIA52403NONEPCGeneral Operations$500
Centro Hispano of Dane County
810 W Badger RdMadisonWI53713NONEPCGeneral Operations$10,000
City Year Milwaukee
648 N Plankinton AveMilwaukeeWI53203NONEPCGeneral Operations$500190
Dane County Sheriff's K-9 Unit
PO Box 259631MadisonWI53725NONEPCGeneral Operations$100
DANN
1835 Winnebago StMadisonWI53704NONEPCGeneral Operations$2,500Ste 402
Edgewood High School
2219 Monroe StMadisonWI53711NONEPCGeneral Operations$500
Equal Justice Initiative
122 Commerce StMontgomeryAL36104NONEPCGeneral Operations$10,000
Faith's Lodge
505 Hwy 169 NPlymouthMN55411NONEPCGeneral Operations$7,500Ste 245
Fond-Blanc Foundation
1119 Boundary RdMiddletonWI53562NONEPCGeneral Operations$1,000
Freedom Inc
2110 Luann LnMadisonWI53713NONEPCGeneral Operations$5,000
Friends of UW Health
301 S Westfield RdMadisonWI53717NONEPCGeneral Operations$7,480
Gift of Adoption
1200 Shermer RdNorthbrookIL60062NONEPCGeneral Operations$2,500Ste 111
Goodman Community Center
4 Tonto StGrand CanyonAZ86023NONEPCGeneral Operations$1,000
Heartland Church
800 Wilburn RdSun PrairieWI53590NONEPCGeneral Operations$7,500
Heartland Farm Sanctuary
PO Box 45746MadisonWI53744NONEPCGeneral Operations$500
Itty Bitty Bookstore
123 E Main StStoughtonWI53589NONENCGeneral Operations$5,500Ste 2B
JDRF
200 Vesey StNew YorkNY10281NONEPCGeneral Operations$1,00028th Flr
Mercy Foundation
615 S New Ballas RdSt LouisMO63141NONEPCGeneral Operations$2,500
Nehemiah
616 N Limestone StSpringfieldOH45503NONEPCGeneral Operations$6,000
One Family Memphis
915 E McLemore AveMemphisTN38106NONEPCGeneral Operations$2,500Ste 201
Peace Lutheran Church
17029 W 12 Mile RdSouthfieldMI48076NONEPCGeneral Operations$75,000
REAP
306 E Wilson StMadisonWI53703NONEPCGeneral Operations$10,0002W
Ronald McDonald House Madison
2716 Marshall CtMadisonWI53705NONEPCGeneral Operations$20,000
Second Harvest Food Bank
2802 Dairy DrMadisonWI53718NONEPCGeneral Operations$500
St Anne's
9091 Prairie Ridge BlvdPleasant PrairieWI53158NONEPCGeneral Operations$10,000
St Dennis School
409 Dempsey RdMadisonWI53714NONEPCGeneral Operations$1,000
Trillium Fund for Multiple Myeloma Research
1848 University AveMadisonWI53726NONEPCGeneral Operations$500
UW Foundation
1848 University AveMadisonWI53726NONEPCGeneral Operations$20,000
UWAC
1835 Winnebago StMadisonWI53704NONEPCGeneral Operations$25,000Ste 402
Wartburg College
100 Wartburg BlvdWaverlyIA50677NONEPCGeneral Operations$265,000Bldg 54
Wisconsin Carbone Cancer Center
600 Highland AveMadisonWI53705NONEPCGeneral Operations$2,500
YWCA of Madison
101 E Mifflin StMadisonWI53703NONEPCGeneral Operations$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$517,180TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,009ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$348,058ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$392,075ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$392,075TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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
Jack Sara Salzwedel
11835 Winnebago Street Ste 402MadisonWI53704$1,964,156Yes (X)Yes (X)
American Family Insurance
26000 American PkwyMadisonWI53783$500,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVarious Shares of: ADBE, EW, GXO, HD, MLM, NVDA, CRM, PRGFX, SCATXNoncashPropertyDesc
Fair Market Value$1,974,255FairMarketValueAmt
Received2021-11-22ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE INC - ADBE$28,843$53,871
ALPHABET INC CL A - GOOGL$4,916$20,279
AMAZON COM INC - AMAZN$7,546$33,343
APPLE INC - AAPL$7,633$56,112
EDWARDS LIFESCIENCES CORP - EW$16,888$39,124
HOME DEPOT INC - HD$18,079$41,501
INVESCO QQQ TRUST - QQQ ETF$39,286$142,032
META PLATFORMS INC - FB$778$3,364
MICROSOFT CORP - MSFT$25,918$109,304
NVIDIA CORP - NVDA$100,307$235,288
SALESFORCE COM INC - CRM$93,526$152,478
SPDR S P 500 - SPY ETF$347,732$940,421
T. ROWE PRICE GROWTH STOCK$387,410$706,597
VANGUARD 500 INDEX ADMIRAL$103,627$114,906
VIRTUS ZEVENBERGEN INNOVATIVE$116,475$178,108
PRIMECAP ODYSSEY AGGR GRTH$31,761$51,666
T ROWE QM US MALL CAP GROWTH$15,871$30,591

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
CALVERT SHORT DURATION INC I$109,322$109,390
PGIM TOTAL RETURN BOND CL R6$259,719$258,200
ARTISAN HIGH INCOME FUND$86,284$85,284
PGIM SHT DUR HIGH YLD INC CI$67,894$68,425

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMARKET ADJUSTMENT FOR DONATED SECURITIESDesc
Amt$1,025,614Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$7,543Amt
Net Investment Income$7,543NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonAmerican Family InsurancePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16000 American PkwyAddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53783ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$7,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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