PETCOFF FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETCOFF FOUNDATION INC (EIN 85-2999243)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-13
- IRS object ID
- 202502869349100105
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-13T07:01:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W 5TH STREET SUITE 200 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023789 | 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 | 852999243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETCOFF FOUNDATION INC 4935003849 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETC | BusinessNameControlTxt |
| Phone | 2625227400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WAUKESHA STATE BANK PO BOX 6 | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531870648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETCOFF FOUNDATION INC | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2625227400 | PhoneNum |
| Signature | 2025-10-10 | 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 | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Preparation | 2025-10-10 | PreparationDt |
| 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 | $16,161,310 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $676,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $675,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,639,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,107,280 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,639,757 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,316,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,314,925 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $10,246 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,246 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,106 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,106 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,562 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $177,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,673,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,673,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,850,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,680,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,533,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,165,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,285,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,411,206 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,411,206 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $15,377,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,546,965 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,750,104 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,663,226 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,958,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,161,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,663,226 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,958,171 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,663,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,958,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,663,226 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,958,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,663,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,533,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,546 | OtherIncreasesAmt |
| Subtotal | $17,134,909 | SubtotalAmt |
| Other Decreases | $1,176,738 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,958,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3086.7 FEDERAL HOME LOAN MORTGAGE CORP SER 4080 CL DA DTD 08/15/2024 2 | 2024-08-21 | 2024-09-16 | $3,087 | $2,923 | $164 | $164 | |
| 4823.89 FEDERAL NATL MTG ASSN SER 2022-51 CL KA DTD 07/01/2022 4% 08/2 | 2024-08-13 | 2024-09-25 | $4,824 | $4,722 | $102 | $102 | |
| 5864.6 FHLMC REMIC SER 5092 CL WG DTD 03/01/202 | 2024-08-16 | 2024-09-25 | $5,865 | $5,351 | $514 | $514 | |
| 3495.92 FEDERAL HOME LOAN MORTGAGE CORP SER 4080 CL DA DTD 08/15/2024 | 2024-08-21 | 2024-10-15 | $3,496 | $3,310 | $186 | $186 | |
| 4680.7 FEDERAL NATL MTG ASSN SER 2021-18 CL JM DTD 03/01/2021 1.25% 05 | 2024-09-05 | 2024-10-25 | $4,681 | $3,791 | $890 | $890 | |
| 836.55 FEDERAL NATL MTG ASSN SER 2022-51 CL KA DTD 07/01/2022 4% 08/25 | 2024-08-13 | 2024-10-25 | $837 | $819 | $18 | $18 | |
| 4801.44 FHLMC REMIC SER 5092 CL WG DTD 03/01/202 | 2024-08-16 | 2024-10-25 | $4,801 | $4,381 | $420 | $420 | |
| 2373.25 FHLMC REMIC SER 5152 CL NK DTD 09/01/202 | 2024-09-12 | 2024-10-25 | $2,373 | $1,881 | $492 | $492 | |
| 6847.24 FEDERAL HOME LOAN MORTGAGE CORP SER 4080 CL DA DTD 08/15/2024 | 2024-08-21 | 2024-11-15 | $6,847 | $6,483 | $364 | $364 | |
| 4103.79 FEDERAL NATL MTG ASSN SER 2021-18 CL JM DTD 03/01/2021 1.25% 0 | 2024-09-05 | 2024-11-25 | $4,104 | $3,324 | $780 | $780 | |
| 3584.44 FEDERAL NATL MTG ASSN SER 2022-51 CL KA DTD 07/01/2022 4% 08/2 | 2024-08-13 | 2024-11-25 | $3,584 | $3,509 | $75 | $75 | |
| 7233.14 FHLMC REMIC SER 5092 CL WG DTD 03/01/202 | 2024-08-16 | 2024-11-25 | $7,233 | $6,599 | $634 | $634 | |
| 2444.24 FHLMC REMIC SER 5152 CL NK DTD 09/01/202 | 2024-09-12 | 2024-11-25 | $2,444 | $1,937 | $507 | $507 | |
| 8286.99 FEDERAL HOME LOAN MORTGAGE CORP SER 4080 CL DA DTD 08/15/2024 | 2024-08-21 | 2024-12-16 | $8,287 | $7,847 | $440 | $440 | |
| 4188.58 FEDERAL NATL MTG ASSN SER 2021-18 CL JM DTD 03/01/2021 1.25% 0 | 2024-09-05 | 2024-12-26 | $4,189 | $3,393 | $796 | $796 | |
| 6331.95 FEDERAL NATL MTG ASSN SER 2022-51 CL KA DTD 07/01/2022 4% 08/2 | 2024-08-13 | 2024-12-26 | $6,332 | $6,198 | $134 | $134 | |
| 5007.75 FHLMC REMIC SER 5092 CL WG DTD 03/01/202 | 2024-08-16 | 2024-12-26 | $5,008 | $4,569 | $439 | $439 | |
| 2268.15 FHLMC REMIC SER 5152 CL NK DTD 09/01/202 | 2024-09-12 | 2024-12-26 | $2,268 | $1,798 | $470 | $470 | |
| . CVR PARTNERS LP K-1 | 2024-12-31 | $36 | $36 | $36 | |||
| . CVR PARTNERS LP K-1 | 2024-12-31 | $9,541 | $19,928 | -$10,387 | -$10,387 | ||
| . ENTERPISE PRODS PART K-1 | 2024-12-31 | $7 | -$7 | -$7 | |||
| . PLAINS ALL AMERICAN PIPELINE K-1 | 2024-12-31 | $1 | -$1 | -$1 | |||
| . SCHWAB | 2024-12-31 | $7,689,776 | $6,094,866 | $1,594,910 | $1,594,910 | ||
| . WELLS FARGO STATEMENT | 2024-12-31 | $100,236 | $93,358 | $6,878 | $6,878 | ||
| . WELLS FARGO STATEMENT | 2024-12-31 | $199,776 | $167,257 | $32,519 | $32,519 | ||
| . WELLS FARGO STATEMENT | 2024-12-31 | $27,012 | $19,268 | $7,744 | $7,744 | ||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P | |||||
| CAPITAL GAIN DIVIDENDS | $643 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,639,757 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,826 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $47,826 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,727 | OverpaymentAmt |
| Applied To ES Tax | $17,727 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | DAVID D ROSENWALD | IndividualWithBooksNm |
| Phone | 2628940412 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139A COTTONWOOD AVENUE | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARC K WOJCIK | ||||||
| 139A COTTONWOOD AVENUE | HARTLAND | WI | 53029 | DIRECTOR/PRESIDENT | 1 | $0 |
| DAVID D ROSENWALD | ||||||
| 139A COTTONWOOD AVENUE | HARTLAND | WI | 53029 | DIRECTOR/SECRETARY/TREASURER | 1 | $0 |
| MICHAEL PETCOFF | ||||||
| 139A COTTONWOOD AVENUE | HARTLAND | WI | 53029 | DIRECTOR | 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 |
| 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 | $15,073,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,534,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,608,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,608,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,343,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $867,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $867,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,099 | TotalTaxAmt |
| Distributable Before Adj | $837,098 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $837,098 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $837,098 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,680,650 | 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 | $4,680,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $837,098 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $659,016 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,680,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $659,016 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $837,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,184,536 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,184,536 | 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 | $3,184,536 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $3,184,536 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN A PETCOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HABITAT FOR HUMANITY OF WAUKESHA COUNTY | ||||||||
| 2020 SPRINGDALE ROAD | WAUKESHA | WI | 53186 | NONE | PC | PROGRAM SERVICES | $10,000 | |
| BRADLEY IMPACT FUND (PETCOFF CHARITABLE | ||||||||
| 1400 N WATER STREET SUITE 300 | MILWAUKEE | WI | 53202 | NONE | PC | PROGRAM SERVICES | $4,500,000 | FUND) |
| CHILDREN'S WISCONSIN FOUNDATION | ||||||||
| PO BOX 1997 | MILWAUKEE | WI | 53201 | NONE | PC | PROGRAM SERVICES | $25,000 | |
| TEAM HERO INC | ||||||||
| 12285 W BARNARD AVE | GREENFIELD | WI | 53228 | NONE | PC | PROGRAM SERVICES | $25,000 | |
| THE ABILITY CENTER | ||||||||
| 3333 N MAYFAIR ROAD SUITE 313 | WAUWATOSA | WI | 53226 | NONE | PC | PROGRAM SERVICES | $25,000 | |
| FRIEND OF ALUMNI (BESSEMER SCHOOLS) | ||||||||
| 100 WEST LEAD STREET | BESSEMER | WI | 49911 | NONE | PC | PROGRAM SERVICES | $25,000 | |
| VILLAGE OF HARTLAND | ||||||||
| 210 COTTONWOOD AVENUE | HARTLAND | WI | 53029 | NONE | PC | PROGRAM SERVICES | $5,000 | |
| VILLAGE OF HARTLAND POLICE DEPARTMENT | ||||||||
| 210 COTTONWOOD AVENUE | HARTLAND | WI | 53029 | NONE | PC | PROGRAM SERVICES | $5,000 | |
| ICE AGE TRAIL ALLIANCE | ||||||||
| PO BOX 128 | CROSS PLAINS | WI | 53528 | NONE | PC | PROGRAM SERVICES | $15,000 | |
| WAUKESHA COUNTY COMMUNITY FOUNDATION | ||||||||
| 2727 N GRANDVIEW BOULEVARD SUITE 3 | WAUKESHA | WI | 53188 | NONE | PC | PROGRAM SERVICES | $25,000 | |
| GUARDIANS OF THE CHILDREN | ||||||||
| 1548 WISCONSIN AVENUE | GRAFTON | WI | 53024 | NONE | PC | PROGRAM SERVICES | $13,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,673,000 | 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 | $676,753 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,639,757 | 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 | $2,316,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,316,510 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $15,300 | Amt |
| Net Investment Income | $7,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,650 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $10,246 | LegalFeesAmt |
| Net Investment Income | $10,246 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME FROM K-1 | $108 |
| 2025 INCOME PULLED INTO 2024 | $1,313 |
| ADJ FOR CONVERSION FROM FMV TO BOOK | $1,175,317 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CVR SALE ADJUSTMENT | Desc |
| Amt | $5,546 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CUSTODIAN & MANAGEMENT FEES (A | $23,889 | $23,889 |
| INVESTMNT MNGMNT FEES (NON-DED | $100,217 | $100,217 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,064 | $4,064 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $20,159 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,037 | $2,037 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,461 | $1,461 | $0 |