MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC (EIN 46-1620539)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202101349349102555
Schema version
2020v4.1
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)
Return2021-05-14T15:09:53-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-05-12SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,032,891FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,220,928ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$12,705DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,705DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,601NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$625,318GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,601CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,255,234TotalRevAndExpnssAmt
Total Net Invst Incm$34,306TotalNetInvstIncmAmt
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$1,970AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,994OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,994OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,994TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,994TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$330,023ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$330,023ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$337,017TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,994TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$330,023TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$918,217ExcessRevenueOverExpensesAmt
Net Investment Income$29,312NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,135CashBOYAmt
Cash EOY$2,112CashEOYAmt
Cash EOYFMV$2,112CashEOYFMVAmt
Sav And Temp Cash Invst EOY$11,253SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,253SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,160AcctRcvblAmt
Acct Rcvbl BOY$3,160AcctRcvblBOYAmt
Acct Rcvbl EOY$3,160AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,160AcctRcvblEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$20,344CorporateStockEOYAmt
Corporate Stock EOYFMV$23,419CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$548,553CorporateBondsEOYAmt
Corporate Bonds EOYFMV$611,985CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$363,264OtherInvestmentsEOYAmt
Other Investments EOYFMV$380,962OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$908OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$32,295TotalAssetsBOYAmt
Total Assets EOY$949,594TotalAssetsEOYAmt
Total Assets EOYFMV$1,032,891TotalAssetsEOYFMVAmt
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$32,295RetainedEarningBOYAmt
Retained Earning EOY$949,594RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$32,295TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$949,594TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,295TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$949,594TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,295TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$918,217ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$950,512SubtotalAmt
Other Decreases$918OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$949,594TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1312.259 DIAMOND HILL LONG-SHORTP2020-01-012020-12-07$35,195$32,015$3,180$3,180
30979.074 INVESCO CONSERVATIVEP2020-01-012020-11-06$310,301$311,587-$1,286-$1,286
756.453 LOOMIS SAYLES BONDP2020-01-012020-10-06$9,917$9,878$39$39
510.204 OAKMARK INTERNATIONALP2020-01-212020-03-03$10,668$12,500-$1,832-$1,832
517.956 PGIM JENNISON GROWTHP2020-01-012020-08-11$30,000$23,914$6,086$6,086
352 SPDR S&P 500 ETFP2020-01-012020-11-20$124,531$101,380$23,151$23,151
159 VANGUARD INDEX FDS S&P 500P2020-01-012020-05-05$42,172$45,223-$3,051-$3,051
429 VANGUARD INTERMEDIATEP2020-01-012020-12-07$29,939$29,943-$4-$4
139 VANGUARD MID-CAPP2020-01-012020-08-11$24,832$25,265-$433-$433
CALL SPY 11/20/20P2020-11-202020-05-06$12,012-$12,012-$12,012
CAPITAL GAINS DIVIDENDSP$7,763$7,763$7,763
FieldValueIRS element (for citing)
Capital Gain Net Income$21,601CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$407InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$407SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$407TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$407TaxDueAmt

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$585,539AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,786AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$642,325TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$642,325AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,635CashDeemedCharitableAmt
Net Vl Noncharitable Assets$632,690NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,635MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,635MinimumInvestmentReturnAmt
Tax Based On Investment Income$407TaxBasedOnInvestmentIncomeAmt
Total Tax$407TotalTaxAmt
Distributable Before Adj$31,228DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,228DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,228DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$330,023ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$330,023QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$330,023AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,228DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$62,535ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$168,342ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$154,192ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$91,939ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$117,059ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$594,067TotalExcessDistributionCyovAmt
Qualifying Distributions$330,023QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,228AppliedToCurrentYearAmt
Remaining Distri From Corpus$298,795RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$892,862TotalCorpusAmt
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$62,535ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$830,327ExcessDistriCyovToNextYrAmt
Excess From Year4$168,342ExcessFromYear4Amt
Excess From Year3$154,192ExcessFromYear3Amt
Excess From Year2$91,939ExcessFromYear2Amt
Excess From Year1$117,059ExcessFromYear1Amt
Excess From Current Year$298,795ExcessFromCurrentYearAmt

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 (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELLIN HEALTH FOUNDATION
744 S WEBSTER AVENUEGREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$10,000
BOYS & GIRLS CLUB OF GREEN BAY
311 S ONEIDA STREETGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$1,000
CP CENTER OF GREEN BAY
2801 S WEBSTER AVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$15,000
BIG BROTHERSBIG SISTERS OF WI
520 N BROADWAY STREET STE 220GREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$1,000
FAMILY SERVICES
300 CROOKS STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$2,000
CENTER FOR CHILDHOOD SAFETY
2827 RAMADA WAYGREEN BAYWI54304NONEPUBLIC CHARITYCHARITABLE$500
FR ALLOUEZ CATHOLIC SCHOOLS
333 HILLTOP DRIVEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$500
ENCOMPASS EARLY EDUCATION
PO BOX 1627GREEN BAYWI54305NONEPUBLIC CHARITYCHARITABLE$12,500
GREEN BAY HABITAT FOR HUMANITY
1967 ALLOUEZ AVENUEGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$20,000
GREATER GREEN BAY COMMUNITY FOUNDATION
310 N BROADWAY STE 260GREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$8,333
HSHS ST VINCENTST MARYS FOUNDATION
835 S VAN BUREN STGREEN BAYWI54307NONEPUBLIC CHARITYCHARITABLE$28,262
JDRF INTERNATIONAL
1800 APPLETON RD STE 2MENASHAWI54952NONEPUBLIC CHARITYCHARITABLE$500
HOUSE OF HOPE
1660 CHRISTIANA STREETGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$1,000
MAKE A WISH FOUNDATION
100 W COLLEGE AVE STE 50EAPPLETONWI54911NONEPUBLIC CHARITYCHARITABLE$2,600
MISSION GUIDES
515 S IRWIN AVENUEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$200
NEIGHBOR WORKS GREEN BAY
437 S JACKSON STGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,000
MENTORS INTERNATIONAL
65 WADSWORTH PARK DR 207DRAPERUT84020NONEPUBLIC CHARITYCHARITABLE$5,000
OSU FOUNDATION
400 S MONROESTILLWATEROK74074NONEPUBLIC CHARITYCHARITABLE$12,500
NORTHEAST WI TECHNICAL COLLEGE FOUNDATION
PO BOX 19042GREEN BAYWI54307NONEPUBLIC CHARITYEDUCATIONAL$1,000
PROVIDENCE ACADEMY
1420 DIVISION STREETGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$5,000
ORAL HEALTH PARTNERSHIP
331 N BROADWAYGREEN BAYWI54303NONEPUBLIC CHARITYCHARITABLE$1,000
ST NORBERT COLLEGE
100 GRANT STDE PEREWI54115NONEPUBLIC CHARITYEDUCATIONAL$7,000
THE AUTOMOBILE GALLERY
400 S ADAMS STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$140,000
THE FARMORY
815 CHICAGO STREETGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$5,000
WISCONSIN VETERANS VILLAGE ASSN
2919 W GLENPARK AVENUEAPPLETONWI54914NONEPUBLIC CHARITYCHARITABLE$10,000
UNIVERSITY OF WISCONSIN - GREEN BAY
2420 NICOLET DRGREEN BAYWI54311NONEPUBLIC CHARITYCHARITABLE$36,128
YMCA
235 N JEFFERSON STGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,000
YMCA OF HOUSTON
PO BOX 3007HOUSTONTX77253NONEPUBLIC CHARITYCHARITABLE$1,000
WILLOW TREE
503 S MONROE AVENUEGREEN BAYWI54301NONEPUBLIC CHARITYCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$330,023TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,705ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,601ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,306ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,306TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMICHAEL AND LEANNE HADDADContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11500 FOX RIVER DRIVEAddressLine1Txt
CityDE PERECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54115ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,220,918TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGERALD C. CONDON, JR. & ASSOC.CategoryTxt
Amt$1,970Amt
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$548,553EOYBookValueAmt
EOYFMV$611,985EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY EQUITIESStockNm
EOY Book Value$20,344EOYBookValueAmt
EOYFMV$23,419EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORGAN STANLEY CLOSED-END FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$363,264BookValueAmt
EOYFMV$380,962EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INCOMEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$908EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NON-DEDUCTIBLE CONTRIBUTION TO THE EATING DISORDER FOUNDATION$518
NON-DEDUCTIBLE CONTRIBUTION TO MAKE A WISH FOUNDATION$400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTRANSACTION EXPENSESDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY ADVISORY FEECategoryTxt
Amt$4,994Amt
Net Investment Income$4,994NetInvestmentIncomeAmt
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

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