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SALZWEDEL FAMILY FUND LTD: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SALZWEDEL FAMILY FUND LTD (EIN 81-3437192)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-27
IRS object ID
202001489349100605
Schema version
2019v5.1
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)
Return2020-05-27T08:31:40-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ERDMAN PLACE SUITE 404AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813437192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Salzwedel Family Fund LtdBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JACK & SARA SALZWEDELInCareOfNm
Business Name ControlSALZBusinessNameControlTxt
Phone6082492111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11835 Winnebago Street Suite 402AddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACK SALZWEDELPersonNm
Person TitlePresidentPersonTitleTxt
Phone6082492111PhoneNum
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM M PELLINOPreparerPersonNm
PTINP00340211PTIN
Phone6088367500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.82.231.237IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id39852320201485000000FederalOriginalSubmissionId
Federal Original Submission Id2020-05-27FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5A87CDB628F42FEBEB468B67B291677CC8A0A888AtSubmissionCreationDeviceId
At Submission Filing Device IdAAA3540577B3B617C177EF20D3BFFC53CE7B5F7AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,391,140FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,778,143ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$42InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,740DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$506,297NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,830,512GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$498,948CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,326,752TotalRevAndExpnssAmt
Total Net Invst Incm$551,730TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,516OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,516OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,259TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,516TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,254,460ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,254,460ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,273,235TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,516TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,254,460TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,053,517ExcessRevenueOverExpensesAmt
Net Investment Income$537,214NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,250CashBOYAmt
Cash EOY$9,992CashEOYAmt
Cash EOYFMV$9,992CashEOYFMVAmt
Sav And Temp Cash Invst EOY$95,869SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$95,869SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$948,503CorporateStockEOYAmt
Corporate Stock EOYFMV$1,666,373CorporateStockEOYFMVAmt
Other Investments BOY$1,353,609OtherInvestmentsBOYAmt
Other Investments EOY$622,306OtherInvestmentsEOYAmt
Other Investments EOYFMV$618,906OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,426,859TotalAssetsBOYAmt
Total Assets EOY$1,676,670TotalAssetsEOYAmt
Total Assets EOYFMV$2,391,140TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,426,859RetainedEarningBOYAmt
Retained Earning EOY$1,676,670RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,426,859TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,676,670TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,426,859TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,676,670TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,426,859TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,053,517ExcessRevenueOverExpensesAmt
Subtotal$2,480,376SubtotalAmt
Other Decreases$803,706OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,676,670TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - ST$435,662$334,234$101,428$101,428
PUBLICLY TRADED SECURITIES - LT$1,383,863$997,330$386,533$386,533
CAPITAL GAIN DIVIDENDS$10,987P
FieldValueIRS element (for citing)
Capital Gain Net Income$498,948CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$762,981AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,339,261NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.569703DistributionYr1Rt
Adjusted Qlfy Distri Yr2$394,379AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$744,030NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.530058DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70,660AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$169,480NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.416922DistributionYr3Rt
Total Distribution1.516683TotalDistributionRt
Average Distribution0.505561AverageDistributionRt
Net Vl Noncharitable Assets$2,096,252NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,059,783AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,372NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,065,155AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,254,460QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,372InvestmentIncomeExciseTaxAmt
Subtotal$5,372SubtotalAmt
Tax Based On Investment Income$5,372TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,880EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,880TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$2,492TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JACK & SARA SALZWEDELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6082492111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11835 WINNEGABO STREET STE 402AddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53704ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA SALZWEDEL
1835 Winnebago StreetMadisonWI53704President0.5$0$0$0
JACK SALZWEDEL
1835 Winnebago StreetMadisonWI53704President0.5$0$0$0
TYLER SALZWEDEL
1835 Winnebago StreetMadisonWI53704Vice President0.5$0$0$0
KATY LEA
1835 Winnebago StreetMadisonWI53704Secretary0.5$0$0$0
LUKE SALZWEDEL
1835 Winnebago StreetMadisonWI53704Treasurer0.5$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,050,374AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,801AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,128,175TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,128,175AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,923CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,096,252NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,813MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,813MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,372TaxBasedOnInvestmentIncomeAmt
Total Tax$5,372TotalTaxAmt
Distributable Before Adj$99,441DistributableBeforeAdjAmt
Distributable Before Ded$99,441DistributableBeforeDedAmt
Distributable As Adjusted$99,441DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,254,460ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,254,460QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,372PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,249,088AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,441DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr3$67,704ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$360,129ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$701,736ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,129,569TotalExcessDistributionCyovAmt
Qualifying Distributions$1,254,460QualifyingDistributionsAmt
Applied To Current Year$99,441AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,155,019RemainingDistriFromCorpusAmt
Total Corpus$2,284,588TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,284,588ExcessDistriCyovToNextYrAmt
Excess From Year3$67,704ExcessFromYear3Amt
Excess From Year2$360,129ExcessFromYear2Amt
Excess From Year1$701,736ExcessFromYear1Amt
Excess From Current Year$1,155,019ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJACK SALZWEDELContributingManagerNm
Contributing ManagerSARA SALZWEDELContributingManagerNm
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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Agrace Hospice Care
5395 East Cheryl ParkwayFitchburgWI53711NonePCGeneral Operations$500
Aldo Leopold Foundation
E13701 Levee RoadBarabooWI53913NonePCGeneral Operations$10,000
Bethel Horizons
312 Wisconsin AvenueMadisonWI53703NonePCGeneral Operations$515,000
Canyon Scholars Inc
321 Lincoln CourtSun PrairieWI53590NonePCGeneral Operations$250
Centro Hispano
650 West 100 NorthProvoUT84601NonePCGeneral Operations$12,500
Chatterbox Charities
102 South 2nd AvenueWausauWI54401NonePCGeneral Operations$250
DeForest Rotary
321 North Main StreetDeforestWI53532NonePCGeneral Operations$1,000
Edgewood High School
2219 Monroe StreetMadisonWI53711NonePCGeneral Operations$25,000
Equal Justice Initiation
122 Commerce StreetMontgomeryAL36104NonePCGeneral Operations$2,500
Friends of UW Health
301 South Westfield RoadMadisonWI53717NonePCGeneral Operations$8,360Suite 250
GCC
4 Tonto StreetGrand CanyonAZ86023NonePCGeneral Operations$2,500
Girls Rock Camp Madison
PO Box 45587MadisonWI53711NonePCGeneral Operations$3,600
Heartland Church
800 Wilburn RdSun PrairieWI53590NonePCGeneral Operations$5,000
Junior Achievement
1 Education WayColorado SpringsCO80906NonePCGeneral Operations$500
Overture Center for the Arts
201 State StreetMadisonWI53703NonePCGeneral Operations$75,000
Pancreatic Cancer Actionnet
1500 Rosecrans AvenueManhattan BeachCA90266NonePCGeneral Operations$2,500Suite 200
Peace Luthernan Church
17029 West 12 Mile RoadSouthfieldMI48076NonePCGeneral Operations$118,000
Ronald McDonald House
One Kroc DriveOak BrookIL60523NonePCGeneral Operations$20,000
St Dennis School
1201 South Washington StreetLockportIL60441NonePCGeneral Operations$4,000
Sunshine Acres
3405 North Higley RoadMesaAZ85215NonePCGeneral Operations$5003rd Floor
Sustain Dane
821 East Washington AvenueMadisonWI53703NonePCGeneral Operations$1,5003rd Floor
The Gathering Place
1535 High StreetDenverCO80218NonePCGeneral Operations$2,000
UW Foundation
1848 University AvenueMadisonWI53726NonePCGeneral Operations$51,000
United Way of Dane
2059 Atwood AvenueMadisonWI53704NonePCGeneral Operations$50,000
UWF - Athletics
11000 University ParkwayPensacolaFL32514NonePCGeneral Operations$1,000Building 54
Wartburg College
100 Wartburg BoulevardWaverlyIA50677NonePCGeneral Operations$326,000
Waterloo Community Foundation
425 Cedar StreetWaterlooIA50704NonePCGeneral Operations$10,000Suite 320
Wisc Chamber Orchestra
321 East Main StreetMadisonWI53703NonePCGeneral Operations$5,000
YWCA
1020 19th Street NorthwestWashingtonDC20036NonePCGeneral Operations$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,254,460TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,270ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$506,297ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$548,609ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$548,609TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonJack Sara SalzwedelContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11835 Winnebago Street Ste 402AddressLine1Txt
CityMadisonCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53704ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,778,143TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPublicly Traded InvestmentsNoncashPropertyDesc
Fair Market Value$1,765,590FairMarketValueAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A - GOOGL$4,916$9,376
AMAZON COM INC - AMZN$7,546$18,478
APPLE INC - AAPL$7,633$23,198
FACEBOOK INC CLASS A - FB$778$2,053
MICROSOFT CORP - MSFT$25,918$51,253
SALESFORCE COM INC - CRM$24,942$48,792
VISA INC CLASS A SHARES - V$18,742$42,278
INVESCO QQQ TRUST - QQQ ETF$96,194$180,719
SPDR S P 500 - SPY ETF$469,003$825,893
T. ROWE PRICE GROWTH STOCK$9,314$17,645
VANGUARD EQUITY INCOME ADM$14,645$23,943
VANGUARD VALUE INDEX ADM$99,654$149,577
PRIMECAP ODYSSEY AGGR GRTH$31,761$44,002
SPDR S&P MIDCAP 400$79,810$144,521
ISHARES CORE S P SMALL CAP$41,775$58,443
T ROWE QM US MALL CAP GROWTH$15,872$26,202

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BAIRD AGGREGATE BOND FUND$66,242$68,756
PGIM TOTAL RETURN BOND CL R6$417,046$408,601
VANGUARD INTERMEDIATE TERM$25,170$26,428
PGIM SHT DUR HIGH YLD INC CI$113,848$115,121

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
COST BASIS ADJUSTMENT DONATED SECURITIES$477,560
MARKET VALUE ADJUSTMENT$326,146

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$14,480$14,480$0$0
BANK FEES$36$36

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$4,259Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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