SUB-ZERO WOLF FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SUB-ZERO WOLF FOUNDATION INC (EIN 39-1918462)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349105968
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:56:41-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7398 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077398 | 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 | 391918462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUB-ZERO WOLF FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUB-ZERO GROUP INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUB- | BusinessNameControlTxt |
| Phone | 6082712233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537112708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J BAKKE | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 6082712233 | PhoneNum |
| Signature | 2022-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | BAKKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIGID ELLIOTT-BOGER CPA | PreparerPersonNm |
| PTIN | P00089494 | PTIN |
| Phone | 6082496622 | PhoneNum |
| Preparation | 2022-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $8,094,857 | 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 |
| Dividends Rev And Expnss | $187,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,877,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,298 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $331,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,264 | 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 | $22,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,259 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,760 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,019 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,019 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $294,245 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $299,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,698 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,233,797 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,303,337 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,303,337 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,450,545 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,509,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,509,774 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,566,296 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,045,048 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,045,048 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,550,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,094,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,094,857 | 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 | $7,550,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,094,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,550,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,094,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,550,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,094,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,550,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $502,875 | OtherIncreasesAmt |
| Subtotal | $8,112,193 | SubtotalAmt |
| Other Decreases | $17,336 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,094,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-ST | $490,322 | $460,939 | $29,383 | $29,383 | |
| PUBLICLY TRADED SECURITIES-LT | $1,355,507 | $1,272,103 | $83,404 | $83,404 | |
| CAPITAL GAINS DIVIDENDS | $31,511 | $31,511 | $31,511 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,298 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,626 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,826 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,736 | OverpaymentAmt |
| Applied To ES Tax | $4,736 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | SANDRA S VAN SLYKE | IndividualWithBooksNm |
| Phone | 6082712233 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537112708 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES J BAKKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEBORAH A SCHWARTZ | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SANDRA S VAN SLYKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | TREASURER | 1.00 | $0 | $0 | $0 |
| BLAINE R RENFERT | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | SECRETARY/GENERAL COUNSEL | 1.00 | $0 | $0 | $0 |
| THOMAS G RAGATZ | ||||||||
| 150 E GILMAN STREET STE 5000 | MADISON | WI | 537031482 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| SUSAN A BAKKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | 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 | $7,654,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,843,246 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,843,246 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,725,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $386,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $386,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,090 | TotalTaxAmt |
| Distributable Before Adj | $382,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $382,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $382,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $246,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $382,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $146,463 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $154,401 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $300,864 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $246,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $136,190 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $136,190 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $164,674 | 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 | $10,273 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $154,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $154,401 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANDRA S VAN SLYKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537112708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082712233 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT LETTER OF APPLICATION INDICATING CHARITABLE PURPOSE FOR FUND USAGE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRINCIPAL AREA OF FOCUS: SUPPORT FOR SOCIAL SERVICES FOR PEOPLE IN NEED, ESPECIALLY CHILDREN, IN OR NEAR DANE COUNTY, WISCONSIN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE INC | ||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | PC | HEALTHCARE - PLEDGE PAYMENT 5 OF 5 'CARE FOR ALL' | $25,000 |
| ALDO LEOPOLD NATURE CENTER | ||||||
| 330 FEMRITE DRIVE | MONONA | WI | 53719 | PC | ENVIRONMENT - ACCESS FOR ALL | $1,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | HUMAN SERVICES - GREATEST NEED | $20,000 |
| ARTS FOR ALL WISCONSIN | ||||||
| 1709 ABERG AVENUE SUITE 1 | MADISON | WI | 53704 | PC | ARTS SUPPORT FOR ALL CAPABILITIES | $2,500 |
| BADGER BOYS STATE INC | ||||||
| PO BOX 388 | PORTAGE | WI | 53901 | PC | EDUCATION | $4,000 |
| BIG BROTHERS AND BIG SISTERS OF DANE COUNTY | ||||||
| 2059 ATWOOD AVENUE SUITE 2 | MADISON | WI | 53704 | PC | YOUTH DEVELOPMENT/MENTORING | $10,000 |
| BOYS AND GIRLS CLUB OF DANE COUNTY INC | ||||||
| 1818 W BELTLINE HIGHWAY | MADISON | WI | 53713 | PC | YOUTH DEVELOPMENT | $2,500 |
| BRAILLE LIBRARY & TRANSCRIBING SERVICES INC | ||||||
| 6501 WATTS ROAD SUITE 149 | MADISON | WI | 53719 | PC | HUMAN SERVICES | $500 |
| BRIARPATCH YOUTH SERVICES INC | ||||||
| 2720 RIMROCK ROAD | MADISON | WI | 53713 | PC | YOUTH DEVELOPMENT | $2,500 |
| BSP FREE CLINIC | ||||||
| 2711 ALLEN BOULEVARD 300 | MIDDLETON | WI | 53562 | PC | HEALTHCARE | $3,000 |
| CARENET PREGNANCY CENTER OF DANE COUNTY | ||||||
| 1350 MACARTHUR ROAD | MADISON | WI | 53714 | PC | HUMAN SERVICES | $1,000 |
| CATHOLIC CHARITIES MADISON | ||||||
| 702 S HIGH POINT ROAD SUITE 201 | MADISON | WI | 53719 | PC | HUMAN SERVICES | $500 |
| CATHOLIC MULTICULTURAL CENTER | ||||||
| 1862 BELD STREET | MADISON | WI | 53713 | PC | HUMAN SERVICES | $2,500 |
| CENTRO HISPANO OF DANE COUNTY | ||||||
| 810 W BADGER ROAD | MADISON | WI | 53713 | PC | HUMAN SERVICES | $5,000 |
| CLEAN LAKES ALLIANCE | ||||||
| 150 E GILMAN STREET SUITE 2600 | MADISON | WI | 53703 | PC | ENVIRONMENT - PROTECT, IMPROVE WATER QUALITY | $2,000 |
| DANE COUNTY LIBRARY SERVICE | ||||||
| 1874 S STOUGHTON ROAD | MADISON | WI | 53716 | PC | BOOKMOBILE SUMMER READING PROGRAM | $500 |
| DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINCENT DE PAUL | ||||||
| 2033 FISH HATCHERY ROAD | MADISON | WI | 53713 | PC | HUMAN SERVICES - HOUSING, FOOD PANTRY, CHARITABLE PHARMACY | $5,000 |
| EASTER SEALS WISCONSIN INC | ||||||
| 8001 EXCELSIOR DRIVE SUITE 200 | MADISON | WI | 53717 | PC | YOUTH DEVELOPMENT - CAMPERSHIPS | $2,000 |
| GLACIER'S EDGE COUNCIL - BOY SCOUTS OF AMERICA | ||||||
| 5846 MANUFACTURERS DRIVE | MADISON | WI | 53704 | PC | YOUTH DEVELOPMENT | $500 |
| GOODMAN COMMUNITY CENTER | ||||||
| 149 WAUBESA STREET | MADISON | WI | 53704 | PC | HUMAN SERVICES - GREATEST NEED | $25,000 |
| HABITAT FOR HUMANITY OF DANE COUNTY | ||||||
| 3101 LATHAM DRIVE | MADISON | WI | 53716 | PC | HUMAN SERVICES - HOMEOWNERSHIP | $1,000 |
| JDRF JUVENILE DIABETES RESEARCH | ||||||
| 434 S YELLOWSTONE DRIVE SUITE 201 | MADISON | WI | 53719 | PC | HEALTHCARE RESEARCH | $10,000 |
| KAMMER FAMILY FOUNDATION | ||||||
| 8313 GREENWAY BOULEVARD SUITE 150 | MIDDLETON | WI | 53562 | PF | UNIVERSITY AVENUE LIGHTS | $500 |
| KEEP WISCONSIN WARMCOOL FUND | ||||||
| PO BOX 68 | MADISON | WI | 53701 | PC | UTILITIES FOR VULNERABLE HOUSEHOLDS | $2,000 |
| LUSSIER COMMUNITY EDUCATION CENTER | ||||||
| 55 S GAMMON ROAD | MADISON | WI | 53717 | PC | COMMUNITY SUPPORT | $500 |
| MADISON COLLEGE FOUNDATION | ||||||
| 3591 ANDERSON STREET SUITE 203A | MADISON | WI | 53704 | PC | EDUCATION SUPPORT - SCHOLARSHIPS, EMERGENCY GRANTS | $2,500 |
| MADISON YOUTH CHOIRS | ||||||
| 1055 E MIFFLIN STREET | MADISON | WI | 53703 | PC | ARTS SUPPORT | $500 |
| MAKE-A-WISH FOUNDATION | ||||||
| 1702 E HIGHLAND AVENUE SUITE 400 | PHOENIX | AZ | 85016 | PC | HUMAN SERVICES | $3,000 |
| MARC FOUNDATION | ||||||
| 805 FORWARD DRIVE | MADISON | WI | 53711 | PC | HUMAN SERVICES | $1,000 |
| ONE CITY SCHOOLS | ||||||
| 2012 FISHER STREET | MADISON | WI | 53713 | PC | EDUCATION | $10,000 |
| OPERATION FRESH START | ||||||
| 2670 MILWAUKEE STREET | MADISON | WI | 53704 | PC | HUMAN SERVICES - YOUNG ADULTS | $1,000 |
| PORCHLIGHT INC | ||||||
| 306 N BROOKS STEET | MADISON | WI | 53715 | PC | HUMAN SERVICES - HOMELESS SUPPORT | $1,000 |
| PREGNANCY HELPLINE INC OF MADISON | ||||||
| PO BOX 5261 | MADISON | WI | 53705 | PC | HUMAN SERVICES | $2,500 |
| RAWHIDE YOUTH SERVICES | ||||||
| E7475 RAWHIDE ROAD | NEW LONDON | WI | 54961 | PC | HUMAN SERVICES | $1,000 |
| RAINBOW PROJECT INC | ||||||
| 831 E WASHINGTON AVENUE | MADISON | WI | 53703 | PC | HUMAN SERVICES - UNDERSERVED AND VULNERABLE CHILDREN, FAMILIES | $1,000 |
| REAP FOOD GROUP | ||||||
| 306 E WILSON STREET 2W | MADISON | WI | 53703 | PC | COMMUNITY SUPPORT - LOCAL FOOD SYSTEMS | $1,000 |
| RIVER FOOD PANTRY | ||||||
| 2201 DARWIN ROAD | MADISON | WI | 53704 | PC | COMMUNITY SUPPORT - FOOD INSECURITY | $2,500 |
| ROAD HOME DANE COUNTY | ||||||
| 890 W WINGRA DRIVE | MADISON | WI | 53715 | PC | HUMAN SERVICES | $3,000 |
| RSVP OF DANE COUNTY | ||||||
| 6501 WATTS ROAD SUITE 250 | MADISON | WI | 53719 | PC | HUMAN SERVICES | $500 |
| SALVATION ARMY OF DANE COUNTY | ||||||
| 630 E WASHINGTON AVENUE | MADISON | WI | 53703 | PC | HUMAN SERVICES | $5,000 |
| SECOND HARVEST FOODBANK | ||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | PC | COMMUNITY SUPPORT - FOOD INSECURITY | $10,000 |
| SPECIAL OLYMPICS WISCONSIN | ||||||
| 2310 CROSSROADS DRIVE | MADISON | WI | 53718 | PC | YOUTH SPORTS DEVELOPMENT | $1,000 |
| UNITED WAY OF DANE COUNTY | ||||||
| 2059 ATWOOD AVENUE | MADISON | WI | 53704 | PC | HUMAN SERVICES | $68,000 |
| WAGS INC | ||||||
| 1337 GREENWAY BOULEVARD 157 | MADISON | WI | 53713 | PC | HUMAN SERVICES - SERVICE DOG TRAINING | $1,000 |
| WISCONSIN VETERANS MUSEUM FOUNDATION INC | ||||||
| 30 W MIFFLIN STREET SUITE 200 | MADISON | WI | 53703 | PC | ARTS, CULTURE, HUMANITIES - WISCONSIN VETERAN EXPERIENCE | $500 |
| YWCA MADISON INC | ||||||
| 101 E MIFFLIN STREET | MADISON | WI | 53703 | PC | HUMAN SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $246,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS AND BIG SISTERS OF DANE COUNTY | ||||||
| 2059 ATWOOD AVENUE SUITE 2 | MADISON | WI | 53704 | PC | YOUTH DEVELOPMENT (2022) | $10,000 |
| GOODMAN COMMUNITY CENTER | ||||||
| 149 WAUBESA STREET | MADISON | WI | 53704 | PC | HUMAN SERVICES (2022) | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $35,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,298 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $331,972 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $331,972 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAMMER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8313 GREENWAY BLVD STE 200 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535622564 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-11-17 | GrantDt |
| Grant | $500 | GrantAmt |
| Purpose Of Grant | UNIVERSITY AVENUE HOLIDAY LIGHTS | PurposeOfGrantTxt |
| Expended By Grantee | $500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | DECEMBER 9, 2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-12-09 | VerificationDt |
| Results Of Verification | FUNDS WILL BE PROPERLY USED FOR HOLIDAY LIGHTS. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (37 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INCOME FUND OF BOSTON | $472,539 | $472,539 |
| PACIFIC FUNDS FLOATING RATE INCOME FUND | $157,393 | $157,393 |
| GS GOVERNMENT/CORPORATE FIXED INCOME | $153,642 | $153,642 |
| JOHN DEERE CAPITAL CORPORATION MTN 2.65% | $55,716 | $55,716 |
| MITUSUBISHI UFJ FINANCIAL GROUP 3.218% | $40,607 | $40,607 |
| HSBC HOLDINGS PLC 4.0% | $35,662 | $35,662 |
| NOVARTIS CAPITAL CORPORATON 2.4% | $66,415 | $66,415 |
| BANK OF NY MELLON CORP MTN 3.5% | $67,712 | $67,712 |
| CATERPILLAR FIN SERV CORP MTN 3.75% | $15,868 | $15,868 |
| ALPHABET INC. 3.375% | $63,936 | $63,936 |
| JPMORGAN CHASE HYBRID 3.559% | $67,613 | $67,613 |
| MORGAN STANLEY HYBRID 3.737% | $67,702 | $67,702 |
| LOWE'S COMPANIES INC 3.125% | $52,954 | $52,954 |
| TOYOTA MOTOR CREDIT CORP MTN 3.4% | $26,827 | $26,827 |
| AVALONBAY COMMUNITIES INC MTN 3.45% | $15,969 | $15,969 |
| S&P GLOBAL INC 4.0% | $54,206 | $54,206 |
| SIMON PROPERTY GROUP LP 3.3% | $26,847 | $26,847 |
| WELLS FARGO & COMPANY MTN 4.1% | $54,683 | $54,683 |
| ROPER TECHNOLOGIES, INC. 3.8% | $54,888 | $54,888 |
| SUMITOMO MITSUI FINANCIAL GROUP 3.446% | $16,320 | $16,320 |
| ENERGY TRANSFER PARTNERS, LP 4.95% | $28,199 | $28,199 |
| DIGITAL REALTY TRUST,INC. 4.45% | $11,485 | $11,485 |
| AT&T INC. 4.35% | $39,855 | $39,855 |
| BOSTON SCIENTIFIC CORP 4.0% | $39,366 | $39,366 |
| HOME DEPOT, INC. 2.95% | $58,718 | $58,718 |
| CONSTELLATION BRANDS, INC 3.15% | $16,032 | $16,032 |
| DUKE ENERGY CAROLINAS 2.45% | $46,052 | $46,052 |
| CANADIAN PACIFIC RAILWAY 2.05% | $14,898 | $14,898 |
| B.A.T. CAPITAL CORPORATION 4.906% | $17,035 | $17,035 |
| NETAPP INC 2.7% | $15,037 | $15,037 |
| EQUINIX, INC. 2.15% | $14,733 | $14,733 |
| FRANKLIN RESOURCES INC 1.6% | $37,933 | $37,933 |
| CITIGROUP INC. HYBRID 2.976% | $10,441 | $10,441 |
| AMEREN CORPORATION CORPORATION HYBRID MTN 2.496% | $32,882 | $32,882 |
| BANK OF AMERICA HYBRID 2.496% | $40,525 | $40,525 |
| COMCAST CORPORATION 4.25% | $29,787 | $29,787 |
| APPLE INC 0.7% | $24,571 | $24,571 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 INDEX FUND | $2,766,682 | $2,766,682 |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND | $403,713 | $403,713 |
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND | $1,126,563 | $1,126,563 |
| SSGA EMERGING MARKETS EQUITY INDEX FUND | $212,816 | $212,816 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,303,337 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,303,337 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES, CHANGE IN ACCRUED INTEREST | Desc |
| Amt | $17,336 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN | Desc |
| Amt | $502,875 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS INVESTMENT FEES | $17,259 | $17,259 | $0 |
| BT INVESTING CONSULTING | $5,000 | $5,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEPARTMENT OF TREASURY - 2020 EXCISE TAX EXTENSION PAYMENT | $2,000 | $0 | $0 |
| FOREIGN TAX PAID ON INVESTMENT INCOME | $2,760 | $2,760 | $0 |
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