WHISKEY RIVER CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHISKEY RIVER CHARITABLE FOUNDATION (EIN 26-2868907)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-27
- IRS object ID
- 202512399349100106
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-27T09:07:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262868907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whiskey River Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEVIN & SUSAN KROEGER | InCareOfNm |
| Business Name Control | WHIS | BusinessNameControlTxt |
| Phone | 8477848182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 N Pines Way Ste 104 PMB 189 | AddressLine1Txt |
| City | Wilson | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Kroeger | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 8477848182 | PhoneNum |
| Signature | 2025-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katherine McCue | PreparerPersonNm |
| PTIN | P01807357 | PTIN |
| Phone | 3123573950 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,074,359 | 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 | $750,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,704 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $780,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,838 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,438 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,453 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $691,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,575 | CashBOYAmt |
| Cash EOY | $99,322 | CashEOYAmt |
| Cash EOYFMV | $99,322 | CashEOYFMVAmt |
| Corporate Stock BOY | $307,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $536,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,974,537 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $377,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $636,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,074,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $377,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $636,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $377,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $636,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $377,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $636,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $377,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $691,924 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,069,060 | SubtotalAmt |
| Other Decreases | $432,625 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $636,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 295 SHARES OF TARGET CORP | PropertyDesc |
| Sold | 2025-12-20 | SoldDt |
| Gross Sales Price | $38,652 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,948 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,704 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,704 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,704 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $395 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $395 | SubtotalAmt |
| Tax Based On Investment Income | $395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,248 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,248 | TotalPaymentsAndCreditsAmt |
| Overpayment | $853 | OverpaymentAmt |
| Applied To ES Tax | $853 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN & SUSAN KROEGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8477848182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 N PINES WAY STE 104 PMB 189 | AddressLine1Txt |
| City | Wilson | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Kevin Kroeger | ||||||||
| 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | President/Director | 1.5 | $0 | $0 | $0 |
| Susan Kroeger | ||||||||
| 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | Secretary/Director | 1.5 | $0 | $0 | $0 |
| Tom Patrick Walz | ||||||||
| 9501 Blackhawk Road | Middleton | WI | 53562 | Director | 0.5 | $0 | $0 | $0 |
| Henry J Kroeger | ||||||||
| 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | Director | 0.5 | $0 | $0 | $0 |
| Eleanor B Kroeger | ||||||||
| 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | Director | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,306,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,375,381 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,375,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,354,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $395 | TotalTaxAmt |
| Distributable Before Adj | $67,343 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,343 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,343 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,477 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $83,477 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,343 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $35,810 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,951 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $296,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $67,343 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,134 | RemainingDistriFromCorpusAmt |
| Total Corpus | $312,850 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,810 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $277,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,125 | ExcessFromYear4Amt |
| Excess From Year3 | $35,951 | ExcessFromYear3Amt |
| Excess From Year2 | $86,440 | ExcessFromYear2Amt |
| Excess From Year1 | $69,390 | ExcessFromYear1Amt |
| Excess From Current Year | $16,134 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEVIN SUSAN KROEGER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Becoming Jackson Whole | ||||||
| PO Box 4717 | Jackson | WY | 83001 | PC | General Purposes | $5,000 |
| Friends of Bridger Teton Avalanche Center | ||||||
| PO Box 424 | Teton Village | WY | 83025 | NC | General Purposes | $1,033 |
| Chileno Bay Foundation | ||||||
| 4800 N Scottsdale Rd Suite 3850 | Scottsdale | AZ | 85251 | SO-DP | General Purpose | $1,000 |
| Deerfield Academy | ||||||
| 7 Boyden Lane | Deerfield | MA | 01342 | General Purpose | $10,000 | |
| Denison University | ||||||
| 100 College St | Granville | OH | 43023 | General Purpose | $15,000 | |
| Front Gate | ||||||
| 1711 South Congress Austin Tx 787 | Austin | TX | 78704 | General Purpose | $875 | |
| IHC Scholarship Foundation | ||||||
| PO Box 50291 | Indianapolis | IN | 46250 | General Purpose | $250 | |
| Friends of Pathways | ||||||
| 335 Millard St | Jackson | WY | 83001 | General Purpose | $517 | |
| Knights of The Round Table | ||||||
| 15333 North Pima Road Suite 305 | Scottsdale | AZ | 85260 | General Purpose | $515 | |
| Madison Junior High | ||||||
| 1000 River Oak Dr | Naperville | IL | 60565 | General Purpose | $100 | |
| National Alliance on Mental Illness | ||||||
| 3803 N Fairfax Dr Ste 100 | Arlington | VA | 22203 | General Purpose | $525 | |
| Misericordia | ||||||
| 6300 N Ridge Ave | Chicago | IL | 60660 | General Purpose | $1,036 | |
| Organization for Autism Research | ||||||
| 2111 Wilson Blvd Ste 401 | Arlingon | VA | 22201 | General Purpose | $267 | |
| One Revolution | ||||||
| PO Box 681026 | Park City | UT | 84068 | General Purpose | $10,000 | |
| Pacific Rowing Club | ||||||
| 1 Harding Road | San Francisco | CA | 94132 | General Purpose | $500 | |
| Partnership to End Addiction | ||||||
| 711 Third Ave 5th Fl Ste 500 | New York | NY | 10017 | General Purpose | $529 | |
| Southern Methodist University | ||||||
| 522 Centennial Blvd | Richardson | TX | 75081 | General Purpose | $1,100 | |
| SS Faith Hope & Charity | ||||||
| 180 Ridge Ave | Winnetka | IL | 60093 | General Purpose | $1,200 | |
| PayPal Giving Fund | ||||||
| 1250 I Street NW Ste 1202 | Washington | DC | 20005 | General Purpose | $500 | |
| Teton County Search & Rescue | ||||||
| 300 S Batch Pland Rd | Jackson | WY | 83001 | General Purpose | $30,000 | |
| Down Syndrome Association of Wisconsin | ||||||
| 1214 Kavanaugh Place | Wauwatosa | WI | 53213 | General Purpose | $263 | |
| SP Powerchasers | ||||||
| 3275 Hawthorn Hollow | Boulder | CO | 80304 | General Purpose | $300 | |
| St Baldricks | ||||||
| 300 S Batch Pland Rd | Jackson | WY | 83001 | General Purpose | $256 | |
| Team Red White and Blue | ||||||
| PO Box 127 | Floyds Knobs | IN | 47119 | General Purpose | $258 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,024 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,838 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Kevin Sue Kroeger | |||||||
| 1 | 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | $682,539 | Yes (X) | Yes (X) |
| Kevin Sue Kroeger | |||||||
| 2 | 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | $67,461 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 27819 Shares of First Busey Corp | NoncashPropertyDesc |
| Fair Market Value | $682,539 | FairMarketValueAmt |
| Received | 2024-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPERATION FEES | CategoryTxt |
| Amt | $4,875 | Amt |
| Net Investment Income | $2,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,438 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $109,474 | $875,313 |
| HOLOGIC INC | $43,603 | $70,576 |
| LOWE'S COMPANIES INC | $61,208 | $154,497 |
| MARATHON PETROLEUM CORP | $72,328 | $218,457 |
| TARGET CORP | $0 | $0 |
| FIRST BUSEY | $250,000 | $655,694 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSABLE EXPENSE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
| EOYFMV | $500 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BUILT IN GAIN OF GIFT | $432,539 |
| TIMING DIFFERENCE | $86 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ILLINOIS ANNUAL FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,000 | Amt |
Comments