SUB-ZERO WOLF FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUB-ZERO WOLF FOUNDATION INC (EIN 39-1918462)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-14
- IRS object ID
- 202012889349100921
- 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
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T16:22:28-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7398 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077398 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391918462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUB-ZERO WOLF FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUB-ZERO GROUP INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUB- | BusinessNameControlTxt |
| Phone | 6082712233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537172708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J BAKKE | PersonNm |
| Person Title | VP/DIRECTOR | PersonTitleTxt |
| Phone | 6082712233 | PhoneNum |
| Signature | 2020-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIGID ELLIOTT-BOGER CPA | PreparerPersonNm |
| PTIN | P00089494 | PTIN |
| Phone | 6082496622 | PhoneNum |
| Preparation | 2020-09-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.86.166.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-29 | IPDt |
| IP Tm | 10:03:35 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B929D470FAB8027D85E41882740AD1C7455F91E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,125,245 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $183,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$57,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,156,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,540 | 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 Prof Fees Rev And Expnss | $25,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,577 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,472 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,472 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $709,391 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $630,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $630,676 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,129,291 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,129,291 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,659,203 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,033,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,033,712 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,331,566 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,331,566 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,368,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,125,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,125,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $6,368,594 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,125,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,368,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,125,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,368,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,125,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,368,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $850,553 | OtherIncreasesAmt |
| Subtotal | $7,125,245 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,125,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,151,394 | $1,213,124 | -$61,730 | -$61,730 | |
| CAPITAL GAINS DIVIDENDS | $4,645 | $4,645 | $4,645 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$57,085 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,661,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027351 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $265,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,219,972 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $337,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.483646 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $224,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $287,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.779960 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $101,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $217,669 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.468142 | DistributionYr5Rt |
| Total Distribution | 1.878650 | TotalDistributionRt |
| Average Distribution | 0.375730 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,692,078 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,514,414 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,550 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,515,964 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $187,472 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,987 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,287 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,188 | OverpaymentAmt |
| Applied To ES Tax | $3,188 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | SANDRA S VAN SLYKE | IndividualWithBooksNm |
| Phone | 6082712233 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537112708 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HELEN A BAKKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES J BAKKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBORAH A SCHWARTZ | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SANDRA S VAN SLYKE | ||||||||
| 4717 HAMMERSLEY ROAD | MADISON | WI | 537112708 | SECRETARY | 1.00 | $0 | $0 | $0 |
| THOMAS G RAGATZ | ||||||||
| 150 E GILMAN STREET STE 5000 | MADISON | WI | 537031482 | ASSISTANT SECRETARY | 1.00 | $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 | $6,307,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $486,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,793,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,793,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,692,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,604 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,604 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,099 | TotalTaxAmt |
| Distributable Before Adj | $331,505 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $336,505 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $336,505 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,472 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $336,505 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,199 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,158 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,463 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $154,401 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $568,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $149,033 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $149,033 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $419,188 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $419,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $118,324 | ExcessFromYear4Amt |
| Excess From Year3 | $146,463 | ExcessFromYear3Amt |
| Excess From Year2 | $154,401 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANDRA S VAN SLYKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4717 HAMMERSLEY ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537112708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082712233 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT LETTER OF APPLICATION INDICATING CHARITABLE PURPOSE FOR FUND USAGE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION SHOULD BE ESTABLISHED FOR CHARITABLE PURPOSE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE INC | |||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | PC | HEALTHCARE - PLEDGE PAYMENT 3 OF 5 'CARE FOR ALL' | $25,000 | |
| ALDO LEOPOLD NATURE CENTER | |||||||
| 330 FEMRITE DRIVE | MONONA | WI | 53719 | PC | ENVIRONMENT | $1,000 | |
| BADGER BOYS STATE INC | |||||||
| PO BOX 388 | PORTAGE | WI | 53901 | PC | EDUCATION | $2,500 | |
| BOYS AND GIRLS CLUB OF DANE COUNTY | |||||||
| 1818 W BELTLINE HIGHWAY | MADISON | WI | 53713 | PC | HUMAN SERVICES | $2,500 | |
| BRAILLE LIBRARY & TRANSLATION | |||||||
| 6501 WATTS RD SUITE 149 | MADISON | WI | 53719 | PC | HUMAN SERVICES | $500 | |
| BRIARPATCH YOUTH SERVICES | |||||||
| 2720 RIMROCK ROAD | MADISON | WI | 53713 | PC | HUMAN SERVICES | $2,500 | |
| BSP FREE CLINIC | |||||||
| 2711 ALLEN BOULEVARD 300 | MIDDLETON | WI | 53562 | PC | HEALTHCARE | $3,000 | |
| CANOPY CENTER DANE CO CASA | |||||||
| 2445 DARWIN ROAD 15 | MADISON | WI | 53704 | PC | HUMAN SERVICES | $750 | |
| CARENET PREGNANCY CENTER | |||||||
| 1350 MACARTHUR ROAD | MADISON | WI | 53714 | PC | HUMAN SERVICES | $1,000 | |
| CLEAN LAKES ALLIANCE | |||||||
| 150 E GILMAN STREET SUITE 2600 | MADISON | WI | 53703 | PC | ENVIRONMENT | $1,000 | |
| DANE COUNTY LIBRARY SERVICE | |||||||
| 1874 S STOUGHTON ROAD | MADISON | WI | 53716 | PC | BOOKMOBILE SUMMER READING PROGRAM | $500 | |
| DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINCENT DE PAUL | |||||||
| 2033 FISH HATCHERY ROAD | MADISON | WI | 53713 | PC | CARE CAF | $5,000 | |
| EASTER SEALS WISCONSIN | |||||||
| 8001 EXCELSIOR DRIVE 200 | MADISON | WI | 53717 | PC | HUMAN SERVICES | $1,782 | |
| GIO'S GARDEN | |||||||
| 2028 PARMENTER STREET | MIDDLETON | WI | 53562 | PC | HUMAN SERVICES | $1,000 | |
| GLACIER'S EDGE COUNCIL - BOY SCOUTS OF AMERICA | |||||||
| 5846 MANUFACTURERS DRIVE | MADISON | WI | 53704 | PC | HUMAN SERVICES | $500 | |
| GOODMAN COMMUNITY CENTER | |||||||
| 149 WAUBESA STREET | MADISON | WI | 53704 | PC | HUMAN SERVICES | $25,000 | |
| HABITAT FOR HUMANITY OF DANE COUNTY | |||||||
| 3101 LATHAM DRIVE | MADISON | WI | 53716 | PC | HUMAN SERVICES | $1,000 | |
| HENRY VILAS PARK ZOOLOGICAL SOCIETY | |||||||
| 606 SOUTH RANDALL AVENUE | MADISON | WI | 53715 | PC | COMMUNITY DEVELOPMENT | $2,500 | |
| INDEPENDENT LIVING INC | |||||||
| 2970 CHAPEL VALLEY ROAD 203 | FITCHBURG | WI | 53711 | PC | HUMAN SERVICES | $2,500 | |
| ITALIAN WORKMEN'S CLUB | |||||||
| 914 REGENT STREET | MADISON | WI | 53715 | PC | COMMUNITY DEVELOPMENT | $500 | |
| JDRF JUVENILE DIABETES RESEARCH | |||||||
| 434 S YELLOWSTONE DRIVE SUITE 201 | MADISON | WI | 53719 | PC | HEALTHCARE | $10,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 2501 WEST BELTLINE HIGHWAY C/O | MADISON | WI | 53713 | PC | EDUCATION | $1,000 | WIPFLI SUITE 401 |
| KAMMER FAMILY FOUNDATION | |||||||
| 8313 GREENWAY BOULEVARD SUITE 150 | MIDDLETON | WI | 53562 | PF | ARTS, CULTURE, HUMANITIES-UNIVERSITY AVENUE LIGHTS | $500 | |
| KEEP WISCONSIN WARMCOOL FUND | |||||||
| PO BOX 68 | MADISON | WI | 53701 | PC | HUMAN SERVICES | $1,000 | |
| LUSSIER COMMUNITY EDUCATION CENTER | |||||||
| 55 S GAMMON ROAD | MADISON | WI | 53717 | PC | EDUCATION | $500 | |
| MADISON AREA FOOD PANTRY GARDEN INC | |||||||
| CRAIG WEHRLE TREASURER 4329 FELTON | MADISON | WI | 53705 | PC | HUMAN SERVICES | $1,000 | PLACE |
| MAKE A WISH FOUNDATION | |||||||
| 1702 EAST HIGHLAND AVENUE SUITE 400 | PHOENIX | AZ | 85016 | PC | HUMAN SERVICES | $3,000 | |
| ORCHARD RIDGE ELEMENTARY SCHOOL | |||||||
| 5602 RUSSETT ROAD | MADISON | WI | 53711 | GOV | MAKERSPACE | $5,000 | |
| PREGNANCY HELPLINE INC OF MADISON | |||||||
| 1862 BELD STREET | MADISON | WI | 53713 | PC | HEALTHCARE | $600 | |
| PROFESSIONAL FIREFIGHTERS OF WI CHARITABLE FOUNDATION | |||||||
| 321 E MAIN STREET | MADISON | WI | 53703 | PC | HUMAN SERVICES | $500 | |
| RAWHIDE YOUTH SERVICES | |||||||
| E7475 RAWHIDE ROAD | NEW LONDON | WI | 54961 | PC | HUMAN SERVICES | $5,000 | |
| REACH A CHILD | |||||||
| 6501 WATTS ROAD 217 | MADISON | WI | 53719 | PC | HUMAN SERVICES | $2,340 | |
| REAP FOOD GROUP | |||||||
| 306 E WILSON STREET 2W | MADISON | WI | 53703 | PC | HUMAN SERVICES | $1,000 | |
| RIVER FOOD PANTRY | |||||||
| 2201 DARWIN ROAD | MADISON | WI | 53704 | PC | HUMAN SERVICES | $1,000 | |
| ROAD HOME DANE COUNTY | |||||||
| 890 W WINGRA DRIVE | MADISON | WI | 53715 | PC | HUMAN SERVICES | $3,000 | |
| RSVP OF DANE COUNTY | |||||||
| 6501 WATTS ROAD SUITE 250 | MADISON | WI | 53719 | PC | HUMAN SERVICES | $500 | |
| SALVATION ARMY | |||||||
| 630 E WASHINGTON AVENUE | MADISON | WI | 53703 | PC | HOMER PRICE MEMORIAL | $5,000 | |
| UNITED WAY DANE COUNTY | |||||||
| 2059 ATWOOD AVENUE | MADISON | WI | 53704 | PC | HUMAN SERVICES | $62,000 | |
| URBAN LEAGUE OF GREATER MADISON | |||||||
| 2222 S PARK STREET 200 | MADISON | WI | 53713 | PC | HUMAN SERVICES | $500 | |
| VSA WISCONSIN | |||||||
| 1709 ABERG AVENUE SUITE 1 | MADISON | WI | 53704 | PC | HUMAN SERVICES | $2,500 | |
| WISCONSIN 4H FOUNDATION | |||||||
| UW PYLE CENTER 702 LANGDON STREET | MADISON | WI | 53706 | PC | EDUCATION | $500 | |
| WISCONSIN BADGER CAMP INC | |||||||
| PO BOX 723 | PLATTEVILLE | WI | 53818 | PC | HUMAN SERVICES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,472 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRACE HOSPICECARE INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E CHERYL PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | HEALTHCARE - PLEDGE PAYMENT 4-5 OF 5 'CARE FOR ALL' | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,348 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$57,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,263 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,263 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAMMER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8313 GREENWAY BLVD STE 150 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535622564 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-11-14 | GrantDt |
| Grant | $500 | GrantAmt |
| Purpose Of Grant | UNIVERSITY AVENUE HOLIDAY LIGHTS | PurposeOfGrantTxt |
| Expended By Grantee | $500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NOVEMBER 25, 2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-11-25 | VerificationDt |
| Results Of Verification | GRANT SPENT ON INTENDED PURPOSE | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RYDER SYSTEM INC MTN 2.65% | $50,449 | $50,449 |
| MAGELLAN MIDSTREAM PARTNERS 4.25% | $52,117 | $52,117 |
| INGERSOLL-RAND GLOBAL HOLDING 2.9% | $50,983 | $50,983 |
| BANK OF MONTREAL MTN 3.1% | $76,728 | $76,728 |
| BANK OF NOVA SCOTIA 3.125% | $51,098 | $51,098 |
| AMGEN INC 2.7% | $50,901 | $50,901 |
| BP CAP MARKETS AMERICA 3.245% | $51,858 | $51,858 |
| NOVARTIS CAPITAL CORPORATON 2.4% | $76,710 | $76,710 |
| BANK OF NY MELLON CORP MTN 3.5% | $79,146 | $79,146 |
| MONDELEZ INTERNATIONAL 3.625% | $52,700 | $52,700 |
| ALPHABET INC. 3.375% | $80,667 | $80,667 |
| JPMORGAN CHASE HYBRID 3.559% | $104,881 | $104,881 |
| MORGAN STANLEY HYBRID 3.737% | $105,186 | $105,186 |
| LOWE'S COMPANIES INC 3.125% | $52,534 | $52,534 |
| GENERAL MOTORS FINANCIAL COMPANIY 4.35% | $26,923 | $26,923 |
| TOYOTA MOTOR CREDIT CORP MTN 3.4% | $53,652 | $53,652 |
| S&P GLOBAL INC 4.0% | $54,479 | $54,479 |
| WELLS FARGO & COMPANY MTN 4.1% | $54,080 | $54,080 |
| ROPER TECHNOLOGIES, INC. 3.8% | $53,829 | $53,829 |
| KFW 2.625% | $101,783 | $101,783 |
| INTER-AMERICAN DEVEL BK MTN 2.625% | $50,862 | $50,862 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INCOME FUND OF BOSTON | $394,020 | $394,020 |
| ISHARES S&P 500 INDEX FUND CLASS G | $1,851,915 | $1,851,915 |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND | $297,412 | $297,412 |
| SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF | $252,500 | $252,500 |
| ISHARES MSCI EAFE INTERNAL INDEX FUND | $1,111,456 | $1,111,456 |
| STATE STREET EMERGING MARKETS EQUITY INDEX FUND | $126,409 | $126,409 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,129,291 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,129,291 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $3 | $0 | $0 |
| INTEREST EXPENSE | $12 | $12 | $0 |
| CHECK ORDER FEE | $101 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAIN | $844,957 |
| TIMING DIFFERENCES, CHANGE IN ACCRUED INTEREST NOT RECEIVED | $596 |
| RECOVERY OF UNCLEARED CHECK | $5,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $19,577 | $19,577 | $0 |
| ADVISOR FEES | $6,000 | $6,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEPARTMENT OF TREASURY - EXCISE TAX | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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