SADOFF FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SADOFF FAMILY FOUNDATION (EIN 39-6713550)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-08-24
- IRS object ID
- 202022379349100202
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-24T07:31:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH WACKER DR STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396713550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADOFF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GARY SADOFF BADGER LIQUOR COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SADO | BusinessNameControlTxt |
| Phone | 9209238160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 S MORRIS STREET | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY SADOFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9209238160 | PhoneNum |
| Signature | 2020-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACK FORTSCH CPA | PreparerPersonNm |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $974,187 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,012,694 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $674 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $674 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,029,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $532,070 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,029,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $532,744 | 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 Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,545,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,545,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,545,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,545,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$515,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $532,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,489,746 | CashBOYAmt |
| Cash EOY | $974,187 | CashEOYAmt |
| Cash EOYFMV | $974,187 | CashEOYFMVAmt |
| Total Assets BOY | $1,489,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $974,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $974,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,489,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $974,187 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,489,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $974,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,489,746 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $974,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,489,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$515,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $974,187 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $974,187 | 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 |
| Gross Sales Price | $1,029,282 | GrossSalesPriceAmt |
| Cost Or Other Basis | $497,212 | CostOrOtherBasisAmt |
| Gain Or Loss | $532,070 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $532,070 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $532,070 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,096,995 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,367,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.802373 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,060,548 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,662,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.239160 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $454,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,054,423 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.430567 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,452,971 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,537,440 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.945059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $607,261 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,522,580 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.398837 | DistributionYr5Rt |
| Total Distribution | 3.815996 | TotalDistributionRt |
| Average Distribution | 0.763199 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $554,328 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $423,063 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,327 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $428,390 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,545,515 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,327 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,327 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,314 | TaxDueAmt |
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 | GARY SADOFF | IndividualWithBooksNm |
| Phone | 9209238160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 SOUTH MORRIS STREET | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549361137 | 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 |
|---|---|---|---|---|---|---|---|---|
| GARY SADOFF CO BADGER LIQUOR COMPAN | ||||||||
| 850 S MORRIS STREET | FOND DU LAC | WI | 54935 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| LACEY SADOFF CO BADGER LIQUOR CO | ||||||||
| 850 S MORRIS STREET | FOND DU LAC | WI | 54935 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| ARTHUR CALLISTEIN CO RSM US LLP | ||||||||
| ONE SOUTH WACKER DRIVE SUITE 800 | CHICAGO | IL | 60606 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| AMY SADOFF CO BADGER LIQUOR | ||||||||
| 850 S MORRIS STREET | FOND DU LAC | WI | 54935 | TRUSTEE | 0.20 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $562,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $562,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $562,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,442 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $554,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,327 | TotalTaxAmt |
| Distributable Before Adj | $22,389 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,389 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,389 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,545,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,545,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,327 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,540,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,389 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $531,210 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,376,157 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $401,383 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,977,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,028,646 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,314,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,545,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,389 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,523,126 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,838,065 | 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 | $531,210 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,306,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,376,157 | ExcessFromYear4Amt |
| Excess From Year3 | $401,383 | ExcessFromYear3Amt |
| Excess From Year2 | $1,977,543 | ExcessFromYear2Amt |
| Excess From Year1 | $1,028,646 | ExcessFromYear1Amt |
| Excess From Current Year | $1,523,126 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY SADOFF CO BADGER LIQUOR COMPAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCAP HEAD START | |||||||
| 19 W FIRST STREET | FOND DU LAC | WI | 54936 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ASTOP INC | |||||||
| 430 E DIVISION STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BEACON HOUSE | |||||||
| PO BOX 301 | PACIFIC GROVE | CA | 93950 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BEAM SUNTORY DISTRIBUTORS FOUNDATION | |||||||
| 510 LAKE COOK ROAD | DEERFIELD | IL | 60015 | N/A | PC | GENERAL OPERATING SUPPORT | $9,000 |
| BIG BROTHERS BIG SISTERS OF FOND DU LAC | |||||||
| 448 S MILITARY ROAD | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BOYS & GIRLS CLUB OF FOND DU LAC | |||||||
| 76 W 2ND STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $105,000 |
| BOYS & GIRLS CLUB OF GREEN BAY | |||||||
| 311 S ONEIDA STREET | GREEN BAY | WI | 54303 | N/A | PC | GENERAL OPERATING SUPPORT | $6,500 |
| CHILDREN'S HOSPITAL OF WISCONSIN | |||||||
| PO BOX 1997 | MILWAUKEE | WI | 53226 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CHILDREN'S MUSEUM OF FOND DU LAC | |||||||
| 75 WEST SCOTT STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| COPS FOR KIDS | |||||||
| 126 N MAIN STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| DISCOVERY WORLD LTD | |||||||
| 500 NORTH HARBOR DRIVE | MILWAUKEE | WI | 53202 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FAMILY RESOURCE CENTER | |||||||
| 3309 S KINGS HIGHWAY | ST LOUIS | MO | 63139 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FOND DU LAC ADULT LITERACY SERVICE INC | |||||||
| 309 WINNEBAGO DRIVE | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FOND DU LAC AREA FOUNDATION | |||||||
| 384 N MAIN STREET 4 | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| FOND DU LAC COUNTY AGRICULTURAL SOCIETY | |||||||
| PO BOX 1466 | FOND DU LAC | WI | 54936 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FOND DU LAC HUMANE SOCIETY | |||||||
| 652 TRIANGLE ROAD | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| FOND DU LAC SCHOOL DISTRICT | |||||||
| 72 W 9TH STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| FOND DU LAC SYMPHONIC BAND | |||||||
| 548 PRAIRIE ROAD | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FOND DU LAC WOMEN'S FUND | |||||||
| 116 N MAIN STREET PO BOX 1171 | FOND DU LAC | WI | 54936 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FOND DU LAC YSCREEN | |||||||
| 72 W 9TH STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FONDY FOOD PANTRY | |||||||
| PO BOX 492 | FOND DU LAC | WI | 54936 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING ROAD | INDIANAPOLIS | IN | 46222 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| MILWAUKEE ACADEMY OF SCIENCE | |||||||
| 110 WEST BURLEIGH STREET | MILWAUKEE | WI | 53212 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MILWAUKEE FILM | |||||||
| 1037 W MCKINLEY AVENUE SUITE 200 | MILWAUKEE | WI | 53205 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MORAINE PARK FOUNDATION | |||||||
| 235 NORTH AVENUE | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ORIOLE NATION (NFDL SCHOOL DISTRICT) | |||||||
| 225 MCKINLEY STREET | NORTH FOND DU LAC | WI | 54937 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PENISULA PLAYERS | |||||||
| 4351 PENINSULA PLAYERS ROAD | FISH CREEK | WI | 54212 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| RAWHIDE | |||||||
| E7475 RAWHIDE ROAD | NEW LONDON | WI | 54961 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SALAVATION ARMY | |||||||
| 237 N MACY STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| SOLUTIONS CENTER | |||||||
| 39 N SOPHIA STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THE ARC OF FOND DU LAC | |||||||
| 500 NORTH PARK AVENUE | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THELMA SADOFF CENTER FOR THE ARTS INC | |||||||
| 51 SHEBOYGAN STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $865,000 |
| UW - FOND DU LAC FOUNDATION | |||||||
| 400 UNIVERSITY DRIVE | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| YMCA | |||||||
| 90 WEST 2ND STREET | FOND DU LAC | WI | 54935 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | |||||||
| 10005 W BLUEMOUND ROAD | MILWAUKEE | WI | 53226 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,545,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,588 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,262 | 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 |
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 | GARY AND LACEY SADOFF | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 E ERIE STREET UNIT 409 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,012,694 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 480 SHARES OF ALPHABET STOCK | $505,526 | 2018-12-10 |
| 1 | 300 SHARES OF ALPHABET STOCK | $318,495 | 2018-12-11 |
| 1 | 5,170 SHARES OF BANK OF AMERICA STOCK | $127,079 | 2018-12-11 |
| 1 | 1,300 SHARES OF INTEL STOCK | $61,594 | 2018-12-11 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN EXPLANATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, BOX G | FormAndLineReferenceDesc |
| Medium Explanation | THE FOLLOWING INFORMATION HAS BEEN UPDATED TO REFLECT A PREVIOUSLY UNREPORTED BANK ACCOUNT:PART I, COLUMN (A): LINES 1, 3 AND 6APART I, COLUMN (B): LINES 3 AND 7PART II, LINE 1, COLUMNS (B) AND (C)PART II, LINE 29, COLUMN (B)PART IV, LINES 1A-DPART VIII, LINE 1: REMOVED VICTORIA SADOFFSCHEDULE B: UPDATED CONTRIBUTIONS TO REFLECT VARIOUS STOCK DONATIONS RECEIVED | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
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