2020-06-18T17:59:51-05:00 2019-12-31 Mowery & Schoenfeld LLC 475 Half Day Road Suite 500 Lincolnshire IL 60069 990PF 2019-01-01 391714992 The Holt Family Foundation Ltd % MARY BETH JANSEN HOLT 2627514771 1330 Manassas Trail Madison WI 53718 MARY BETH JANSEN SECRETARY 6082214311 2020-05-15 true Michael A Deering P00871135 8472478959 2019 2022-09-23 18:48:47Z X 1647342 X 0 X 28400 28400 22513 181109 22513 50913 50913 0 50 20 0 30 5250 2100 0 3150 850 6392 6278 113 12542 8398 0 3293 72000 72000 84542 8398 0 75293 -33629 42515 8158 25978 25978 1202269 1154035 1333224 270816 268451 283032 5958 5108 5108 1487201 1453572 1647342 0 0 X 1487201 1453572 1487201 1453572 1487201 1453572 1487201 -33629 1453572 1453572 ROBERT W. BAIRD & CO. #46707 P 2019-12-31 97189 98553 -1364 -1364 ROBERT W. BAIRD & CO. #46707 P 2019-12-31 55459 60043 -4584 -4584 CAPITAL GAIN DIVIDENDS P 28461 22513 false 78151 1573224 0.049676 84685 1564580 0.054126 98675 1491182 0.066172 99117 1604119 0.061789 93381 1670123 0.055913 0.287676 0.057535 1540238 88618 425 89043 75293 850 850 850 5958 5958 5108 5108 false false false false false false false true true WI true false false false false true MARY BETH JANSEN 6082214311 1330 MANASSAS TRAIL Madison WI 53718 false false false false false false false false false false false false false false false false false false false false false PAUL CHRISTOPHER HOLT 1025 S SPRINGDALE ROAD WAUKESHA WI 53186 PRES, TRES, Director 1.0 0 0 0 LYNN ANN HAWKINS 940 SAN JOSE DRIVE ELM GROVE WI 53122 VICE PRES, Director 1.0 0 0 0 PATRICIA ANN HOLT 504 W PRINCETON CIRCLE GLENWOOD SPRINGS CO 81601 DIRECTOR 1.0 0 0 0 MARY BETH JANSEN 1330 MANASSAS TRAIL MADISON WI 53718 DIRECTOR, SECRETARY 1.0 0 0 0 SUSAN MARY BELLO 1356 KIRKWOOD LANE SARASOTA FL 34232 DIRECTOR 1.0 0 0 0 ANN MARGARET BANNISTER W240N3277 COUNTY ROAD J PEWAUKEE WI 53072 DIRECTOR, Secretary 1.0 0 0 0 14749 1543339 5605 1563693 0 1563693 23455 1540238 77012 77012 850 850 76162 76162 76162 75293 0 0 0 0 75293 75293 76162 0 2017 2016 2015 0 12015 20193 25114 13457 838 71617 75293 0 75293 0 869 869 70748 0 0 0 0 11146 59602 20193 25114 13457 838 WAYNE G HOLT NONE X Lynn Ann Hawkins 940 San Jose Dr ELM GROVE WI 53122 2627514771 Carroll University 100 N East Avenue Waukesha WI 53186 none- 501(c)(3) 501C-3 General purpose 2000 Catholic Memorial High School 601 E College Avenue Wauskesha WI 531865538 none- 501(c)(3) 501C-3 General purpose 1000 Hope Street Ministry 2522 West Capitol Drive Milwaukee WI 53206 none- 501(c)(3) 501C-3 General Purpose 2000 St Martha's School 4389 Fruitville Road Sarasota FL 34232 none- 501(c)(3) 501C-3 General Purpose 1500 Cardinal Mooney Catholic High School 4174 Fruitville Road Sarasota FL 34232 none- 501(c)(3) 501C-3 General purpose 1200 Church of the Incarnation 2929 Bee Ridge Road Sarasota FL 342397118 none- 501(c)(3) 501C-3 General purpose 2500 Marquette University 1250 West Wisconsin Avenue PO Box 1881 Milwaukee WI 53201 none- 501(c)(3) 501C-3 General purpose 3500 Community Meal Program Luke House Inc 310 S Ingersoll Street Madison WI 53703 none- 501(c)(3) 501C-3 General purpose 2500 Adult Learning Center 1916 North 4th Street Milwaukee WI 53212 none- 501(c)(3) 501C-3 General Purpose 2000 St Dennis School 409 Dempsey Road Madison WI 53714 none- 501(c)(3) 501C-3 General purpose 2000 Hebron House of Hospitality 111 E Main Street Waukesha WI 53186 none- 501(c)(3) 501C-3 General Purpose 2000 Dominican Arts Project 585 County Road Z Sinsinawa WI 53824 none- 501(c)(3) General Purpose 2000 Wisconsin Center for Christian Study 221 N Grandview Blvd Waukesha WI 53188 none- 501(c)(3) general purpose 9000 Shepherd of the Hills N36W24130 Pewaukee Rd Pewaukee WI 53072 none- 501(c)(3) General purpose 3000 All Faiths Food Bank 8171 Blaikie Court Sarasota FL 34240 none- 501(c)(3) general fund 600 Arms of Love 2973 Harbor Blvd 535 Costa Mesa CA 92626 none- 501(c)(3) general fund 2000 Brooklink N105W20939 Oak Lane Germantown WI 53022 none- 501(c)(3) general fund 3000 Center for Deaf and Blind Persons 8306 W Lincoln Ave West Allis WI 53219 none- 501(c)(3) general fund 1000 Church of the Holy Cross 505 26th Street West Palmetto FL 34221 none- 501(c)(3) general fund 1200 Epiphany Excel Center 5100 Cooper Road Eden MD 21822 none- 501(c)(3) general fund 1500 Exploit No More PO Box 510286 Milwaukee WI 53203 none- 501(c)(3) general fund 2000 Intervarsity USA PO Box 7895 Madison WI 53791 none- 501(c)(3) general fund 1500 KATS 7713 Bombardier Ct Wausau WI 54401 none- 501(c)(3) general fund 1500 Make a Wish Foundation 3430 Magic Oak Lane Sarasota FL 34232 none- 501(c)(3) general fund 600 Meals on Wheels Sarasota 421 North Lime Ave Sarasota FL 34237 none- 501(c)(3) general fund 600 Palmyra Lioness Club PO Box 397 Palmyra WI 53156 none- 501(c)(3) general fund 1000 Sarasota Football Club 5227 Richardson Road Sarasota FL 34232 none- 501(c)(3) general fund 800 The Beacon 615 E Washington Ave Madison WI 53703 none- 501(c)(3) general fund 2000 The Captive Project 633 S Hawley Road 114 Milwaukee WI 53214 none- 501(c)(3) general fund 1000 Firstfruits Apostolate Inc 890 Elm Grove Road Bldg 2 Suite 6 Elm Grove WI 53122 none- 501(c)(3) General Purpose 10000 Power of Peace Initiative Inc 25 Atlanta St Suite F Marietta GA 30060 none- 501(c)(3) General Purpose 1000 Cristo Rey Ranch N8114 County Road WW Mount Cavalary WI 53057 none- 501(c)(3) General Purpose 3500 HAWS Humane Animal Welfare 701 W Northview Rd PO Box 834 Waukesha WI 53187 none- 501(c)(3) General Purpose 1000 72000 14 28400 18 22513 RETURNED DONATION 50913 50913 false false false false false false false false false false ACCOUNTING FEES 5250 2100 3150 INVESTMENTS - CORPORATE BONDS 268451 283032 INVESTMENTS - CORPORATE STOCKS 1154035 1333224 LEGAL FEES 50 20 30 PREPAID FEDERAL EXCISE TAXES 5958 5108 5108 SECRETARIAL SERVICES 10 4 6 INVESTMENT MANAGEMENT FEE 6113 6113 0 OFFICE EXPENSE 269 161 107 Miscellaneous income SECTION 4940(E) TAX 850