THE@BRUCE KRIER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRUCE KRIER CHARITABLE FOUNDATION INC (EIN 80-0322569)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-30
- IRS object ID
- 202110899349100951
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-30T14:53:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800322569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRUCE KRIER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 9209942469 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 WOLF ROAD | AddressLine1Txt |
| City | RANDOM LAKE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR OFFICER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9209942469 | PhoneNum |
| Signature | 2021-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MR | PersonFirstNm |
| Person Last | OFFICER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE H MOHR CPA | PreparerPersonNm |
| PTIN | P00447603 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2021-03-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $25,613,182 | 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 | $473,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $473,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,178,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,229,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$705,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $473,117 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139,058 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,510 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,182,026 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,182,026 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,334,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,185,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,039,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $332,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,521,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,894,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,894,929 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $323,951 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $141,128 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $133,172 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,732,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,294,587 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,619,434 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,762,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,973,627 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,965,647 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $24,340,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,304,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,613,182 | 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 | $24,340,488 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,304,271 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,340,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,304,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,340,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,304,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,340,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,039,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,763 | OtherIncreasesAmt |
| Subtotal | $22,304,271 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,304,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,229,465 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,408,006 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,178,541 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,178,541 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,178,541 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,615 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,615 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,184 | 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 | $23,184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,569 | OverpaymentAmt |
| Applied To ES Tax | $18,569 | 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 | BRUCEKRIERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BETH HEINEN | IndividualWithBooksNm |
| Phone | 9209942469 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 KRIER LANE | AddressLine1Txt |
| City | RANDOM LAKE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53075 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL ANSAY | ||||||||
| 101 EAST GRAND AVE SUITE 11 | PORT WASHINGTON | WI | 53074 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| KEVIN SCHEIBEL | ||||||||
| 2156 WILLOW POND WAY | GRAFTON | WI | 53024 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| DAVID KARRELS | ||||||||
| 101 EAST GRAND AVE SUITE 11 | PORT WASHINGTON | WI | 53074 | SECRETARY | 0.10 | $0 | $0 | $0 |
| BETH HEINEN | ||||||||
| 551 KRIER LANE | RANDOM LAKE | WI | 53075 | TREASURER | 0.10 | $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 | $21,533,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,015,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,548,906 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,548,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $353,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,195,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,159,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,159,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,615 | TotalTaxAmt |
| Distributable Before Adj | $1,155,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,155,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,155,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,185,586 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,185,586 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,185,586 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,155,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,181,140 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,185,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,181,140 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,150,723 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID KARRELS SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1Txt |
| City | RANDOM LAKE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9209942469 | RecipientPhoneNum |
| Recipient Email Address | BRUCEKRIERFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | INCLUDE IRS DETERMINATION LETTER, ORGANIZATION'S CURRENT YEAR OPERATING BUDGET, PROJECT BUDGET, LIST OF BOARD MEMBERS, AND LATEST AUDITED FINANCIAL STATEMENT OR FORM 990 WITH APPLICATION ON WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE LAST DAY OF FEBRUARY OF THE CURRENT YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO WISCONSIN-BASED 501(C)(3) ORGANIZATIONS, PRIMARILY IN THE SHEBOYGAN AND OZAUKEE COUNTIES, THAT SPEND 25% OR LESS OF ANNUAL EXPENSES ON ADMINISTRATIVE AND FUNDRAIISING ACTIVITIES COMBINED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES OF OZAUKEE | |||||||
| PO BOX 80166 | SAUKVILLE | WI | 53080 | NONE | PC | SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE | $10,000 |
| BADGER BOYS STATE INC | |||||||
| 2930 AMERICAN LEGION DRIVE | PORTAGE | WI | 53901 | NONE | PC | SUPPORT FOR YOUTH DEVELOPMENT PROGRAMS | $1,000 |
| CEDAR GROVE - BELGIUM SCHOLARSHIP FUND | |||||||
| PO BOX 257 | CEDAR GROVE | WI | 53013 | NONE | PC | EDUCATIONAL SUPPORT | $20,000 |
| CEDAR GROVE - BELGIUM SCHOOL DISTRICT | |||||||
| PO BOX 257 | CEDAR GROVE | WI | 53013 | NONE | PC | EDUCATIONAL SUPPORT | $40,309 |
| CG AT PLAY INC | |||||||
| 315 MEADOWS AVENUE | CEDAR GROVE | WI | 53013 | NONE | PC | COMMUNITY SUPPORT | $30,000 |
| DIVINE SAVIOR CATHOLIC SCHOOL | |||||||
| 423 FREMONT STREET | KIEL | WI | 53042 | NONE | PC | EDUCATIONAL SUPPORT | $36,092 |
| FAMILY PROMISE OF OZAUKEE COUNTY | |||||||
| 136 W GRAND AVENUE | PORT WASHINGTON | WI | 53074 | NONE | PC | SUPPORT FOR INDIVIDUALS AT RISK FOR HOMELESSNESS | $22,000 |
| FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY | |||||||
| 1500 DOUGLAS DRIVE SUITE B | PLYMOUTH | WI | 53073 | NONE | PC | SUPPORT FOR YOUTH DEVELOPMENT PROGRAMS AND FAMILY SERVICES | $10,000 |
| HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 305 MAIN STREET | KEWASKUM | WI | 53040 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC | |||||||
| 1441 N TAYLOR DRIVE 7 | SHEBOYGAN | WI | 53081 | NONE | PC | EDUCATIONAL SUPPORT | $6,000 |
| LUXEMBOURG AMERICAN CULTURAL SOCIETY | |||||||
| PO BOX 1578 | BELGIUM | WI | 530040157 | NONE | PC | SUPPORT FOR THE PRESERVATION OF LUXEMBOURG HERITAGE AND CULTURE IN AMERICA | $12,000 |
| MESSMER CATHOLIC SCHOOLS | |||||||
| 3027 N FRATNEY STREET | MILWAUKEE | WI | 53212 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 |
| NORTHERN OZAUKEE SCHOOL DISTRICT SCHOLARSHIP FUND | |||||||
| 401 HIGHLAND DRIVE | FREDONIA | WI | 53201 | NONE | PC | EDUCATIONAL SUPPORT | $37,500 |
| NORTHERN OZAUKEE SCHOOL DISTRICT | |||||||
| 401 HIGHLAND DRIVE | FREDONIA | WI | 53201 | NONE | PC | EDUCATIONAL SUPPORT | $129,000 |
| OOSTBERG SCHOOL DISTRICT SCHOLARSHIP FUND | |||||||
| 410 NEW YORK AVENUE | OOSTBERG | WI | 53070 | NONE | PC | EDUCATIONAL SUPPORT | $39,500 |
| OPEN DOOR BIBLE CHURCH | |||||||
| 3420 HIGHWAY LL | PORT WASHINGTON | WI | 53074 | NONE | PC | RELIGIOUS SUPPORT | $12,000 |
| OZAUKEE CHRISTIAN SCHOOL | |||||||
| 1214 HIGHWAY 33 | WEST BEND | WI | 53095 | NONE | PC | EDUCATIONAL SUPPORT | $50,000 |
| OZAUKEE COUNTY AGRICULTURAL SOCIETY | |||||||
| PO BOX 173 | CEDARBURG | WI | 53012 | NONE | PC | SUPPORT FOR OZAUKEE COUNTY FAIR AND OTHER COMMUNITY PROGRAMS. | $13,750 |
| OZAUKEE COUNTY FARM BUREAU | |||||||
| PO BOX 797 | CEDARBURG | WI | 53012 | NONE | PC | EDUCATIONAL SUPPORT FOR THE AGRICULTURAL SECTOR | $20,000 |
| RANDOM LAKE SCHOOL DISTRICT SCHOLARSHIP FUND | |||||||
| 605 RANDOM LAKE ROAD | RANDOM LAKE | WI | 53075 | NONE | PC | EDUCATIONAL SUPPORT | $33,500 |
| RANDOM LAKE SCHOOL DISTRICT | |||||||
| 605 RANDOM LAKE ROAD | RANDOM LAKE | WI | 53075 | NONE | PC | EDUCATIONAL SUPPORT | $163,375 |
| RCS EMPOWERS INC | |||||||
| 1607 GEELE AVENUE | SHEBOYGAN | WI | 53083 | NONE | PC | SUPPORT OF INDIVIDUALS WITH DISABILITIES | $2,000 |
| RIVEREDGE NATURE CENTER | |||||||
| 4458 COUNTY HIGHWAY Y | SAUKVILLE | WI | 53080 | NONE | PC | SUPPORT TO MAINTAIN TRAILS AND RESTORE LAND | $100,000 |
| SAUKVILLE COMMUNITY FOOD PANTRY | |||||||
| PO BOX 80304 | SAUKVILLE | WI | 53080 | NONE | PC | PROVIDE FOOD FOR FAMILIES IN NEED | $12,000 |
| SHEBOYGAN COUNTY FOOD BANK | |||||||
| 3115 N 21 STREET SUITE 1 | SHEBOYGAN | WI | 53083 | NONE | PC | SUPPORT FOR HUNGER RELIEF FUND | $15,000 |
| SHEBOYGAN LUTHERAN HIGH SCHOOL | |||||||
| 3323 UNIVERSITY DRIVE | SHEBOYGAN | WI | 53081 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 |
| ST JOHN XX III CATHOLIC PARISH MEN'S SOCIETY | |||||||
| 1800 NORTH WISCONSIN STREET | PORT WASHINGTON | WI | 53074 | NONE | PC | COMMUNITY SUPPORT | $12,000 |
| ST MARCUS SCHOOL | |||||||
| 2215 N PALMER STREET | MILWAUKEE | WI | 53212 | NONE | PC | GALA SPONSORSHIP | $25,000 |
| ST MARCUS SCHOOL | |||||||
| 2215 N PALMER STREET | MILWAUKEE | WI | 53212 | NONE | PC | EDUCATIONAL SUPPORT | $250,000 |
| THE FOOD PANTRY INC | |||||||
| 1800 NORTH WISCONSIN STREET | PORT WASHINGTON | WI | 53074 | NONE | PC | PROVIDE FOOD FOR FAMILIES IN NEED | $10,000 |
| YMCA - FEITH FAMILY OZAUKEE BRANCH | |||||||
| 465 NORTHWOODS ROAD | PORT WASHINGTON | WI | 53074 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,182,026 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CEDAR GROVE - BELGIUM SCHOLARSHIP FUND | |||||||
| PO BOX 257 | CEDAR GROVE | WI | 53013 | NONE | PC | EDUCATIONAL SUPPORT | $80,000 |
| NORTHERN OZAUKEE SCHOOL DISTRICT SCHOLARSHIP FUND | |||||||
| 401 HIGHLAND DRIVE | FREDONIA | WI | 53201 | NONE | PC | EDUCATIONAL SUPPORT | $80,000 |
| OOSTBERG SCHOOL DISTRICT SCHOLARSHIP FUND | |||||||
| 410 NEW YORK AVENUE | OOSTBERG | WI | 53070 | NONE | PC | EDUCATIONAL SUPPORT | $80,000 |
| RANDOM LAKE SCHOOL DISTRICT SCHOLARSHIP FUND | |||||||
| 605 RANDOM LAKE ROAD | RANDOM LAKE | WI | 53075 | NONE | PC | EDUCATIONAL SUPPORT | $78,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $318,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $473,117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,178,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$705,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$705,424 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $2,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ROBERT W BAIRD (0553) CORPORATE BONDS | BondNm |
| EOY Book Value | $4,973,627 | EOYBookValueAmt |
| EOYFMV | $4,965,647 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB (7025) EQUITIES | $11,940,711 | $13,822,711 |
| ROBERT W BAIRD (9127) CORPORATE STOCK | $3,353,876 | $4,796,723 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $141,128 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $133,172 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARLES SCHWAB ADVISORY FEES | $87,929 | $87,929 | $0 | $0 |
| BAIRD ASSET MANAGEMENT FEE | $51,129 | $51,129 | $0 | $0 |
| WEB HOSTING FEE | $1,500 | $0 | $0 | $1,500 |
| ANNUAL FILING FEE | $10 | $0 | $0 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER ADJUSTMENTS TO COST | Desc |
| Amt | $3,763 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $7,862 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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