AMERICAN FAMILY INSURANCE DREAMS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FAMILY INSURANCE DREAMS FOUNDATION INC (EIN 47-4493142)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349104479
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:07:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262064862 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLLATH & ASSOCIATES CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 MINERAL POINT RD STE 100 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | 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 | 474493142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FAMILY INSURANCE DREAMS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 6082492111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL KELLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6082492111 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN | PersonFirstNm |
| Person Last | KELLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL KOLLATH | PreparerPersonNm |
| PTIN | P00812085 | PTIN |
| Phone | 6088243002 | PhoneNum |
| Preparation | 2021-10-25 | PreparationDt |
| 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 | $16,254,293 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,543,416 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $254,018 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $254,018 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $254,018 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,048,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,968,439 | GrossSalesPriceAmt |
| Total Rev And Expnss | $7,845,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,018 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $254,018 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10,250 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $154,693 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,376 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $906,654 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,075,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,100,321 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,018,412 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,176,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,018,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,330,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,018 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $254,018 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,115,115 | CashBOYAmt |
| Cash EOY | $1,803,599 | CashEOYAmt |
| Cash EOYFMV | $1,803,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,236,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,902,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,902,855 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $51,600 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,231 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,231 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $10,852,940 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,524,219 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,524,219 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $946 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,389 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,389 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,257,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,254,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,254,293 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $872,156 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,262,014 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,534,135 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,239,246 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,406,291 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,501,260 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,850,857 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,753,033 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,850,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,753,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,257,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,254,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,850,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,330,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$1,767,467 | OtherIncreasesAmt |
| Subtotal | $12,753,033 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,753,033 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,531 | SubtotalAmt |
| Tax Based On Investment Income | $3,531 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $73 | EsPenaltyAmt |
| Tax Due | $3,604 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DREAMFEARLESSLY.COM | WebsiteAddressTxt |
| Individual With Books | MAGGIE PASCALY | IndividualWithBooksNm |
| Phone | 6082424100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JACK SALZWEDEL | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIEL KELLY | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAVID HOLMAN | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM WESTRATE | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TELISA YANCY | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GERRY BENUSA | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF SWALVE | ||||||||
| 6000 AMERICAN PARKWAY | MADISON | WI | 53783 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE CHARITABLE CONTRIBUTIONS PART XV. THE FOUNDATION'S PRIMARY ACTIVITIES INCLUDE A SCHOLARSHIP PROGRAM (STARTED IN 2016), COMMUNITY GRANTS PROGRAM (STARTED IN 2015), AND EMPLOYEE AND AGENT MATCHING GIFT PROGRAMS (STARTED IN 2016). | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,451,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,676,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,130 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,163,703 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,163,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,921,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $796,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $796,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,531 | TotalTaxAmt |
| Distributable Before Adj | $792,531 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $792,531 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $792,531 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,018,412 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,018,412 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,018,412 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $792,531 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,335,476 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,287,304 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,272,062 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,885,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,780,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,018,412 | QualifyingDistributionsAmt |
| Applied To Current Year | $792,531 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,225,881 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,006,541 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $33,006,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,335,476 | ExcessFromYear4Amt |
| Excess From Year3 | $5,287,304 | ExcessFromYear3Amt |
| Excess From Year2 | $8,272,062 | ExcessFromYear2Amt |
| Excess From Year1 | $8,885,818 | ExcessFromYear1Amt |
| Excess From Current Year | $9,225,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHARITABLES | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $826,350 |
| CHARITABLES | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $162,500 |
| GRANTS | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $300,000 |
| GRANTS CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $1,943,551 |
| MATCHING | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $410,881 |
| MATCHING CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $3,020,480 |
| SCHOLARSHIP CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $799,990 |
| MARKETING PARTNERSHIP CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $5,000 |
| ADOPT A SCHOOL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $130,000 |
| UNIVERSITY PARTNERSHIPS | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $269,800 |
| MILWAUKEE CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $852,500 |
| MILWAUKEE | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $539,940 |
| REGIONAL GIVING CASH | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $28,975 |
| BUSINESS PARTNERSHIPS | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $708,445 |
| SPONSORSHIP | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,018,412 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHARITABLES ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $150,000 |
| GRANTS ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $1,257,500 |
| MATCHING ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $787,938 |
| ADOPT A SCHOOL ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $33,000 |
| UNIVERSITY PARTNERSHIPS ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $255,864 |
| MILWAUKEE ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $10,000 |
| BUSINESS PARTNERSHIPS ACCRUAL | |||||
| SEE ATTACHMENT | SEE ATTACHMENT | WI | 53703 | SEE ATTACHMENT | $5,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,500,230 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254,018 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,048,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,302,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,302,521 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FAMILY INSURANCE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 AMERICAN PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,543,416 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SERVICES | $540,439 | |
| 1 | STOCK | $5,002,977 | 2020-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,250 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| SEE ATTACHED DETAIL-A/C 4476212 | PURCHASE | $12,965,561 | $7,919,375 | $5,046,186 | ||
| AM FAM DONATION OF VARIOUS STOCKS | DONATION | $6,002,878 | $9,000,561 | -$2,997,683 | 2020-12 | 2020-12 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MARKETABLE SECURITIES | BondNm |
| EOY Book Value | $11,524,219 | EOYBookValueAmt |
| EOYFMV | $11,524,219 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTMENT INCOME | Desc |
| BOY Book Value | $946 | BOYBookValueAmt |
| EOY Book Value | $1,389 | EOYBookValueAmt |
| EOYFMV | $1,389 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MEMBERSHIP DUES | $26,775 |
| DONATED SALARIES | $540,439 |
| EMPLOYEE AND AGENT ENGAGEMENT | $232,145 |
| OFFICE & ADMINISTRATIVE EXPEN | $107,295 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | -$1,767,467 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSOURCING AND PROCESSING FEES | CategoryTxt |
| Amt | $154,693 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $4,376 | Amt |
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