2018-06-21T18:01:13-05:00 2017-12-31 Mowery & Schoenfeld LLC 475 Half Day Road Suite 250 Lincolnshire IL 60069 990PF 2017-01-01 391714992 The Holt Family Foundation Ltd % LYNN ANN HAWKINS HOLT 2627514771 940 San Jose Dr Elm Grove WI 53122 LYNN ANN HAWKINS Vice President 2627514771 2018-06-15 true Thomas R Keenan P00871135 8472478959 2017 2022-09-23 18:48:47Z X X 1625802 X 0 X 37567 37567 328732 1605188 328732 366299 366299 0 4975 1990 0 2985 7001 25949 14249 11700 37925 16239 0 14685 70000 70000 107925 16239 0 84685 258374 350060 25272 20538 20538 4007 48537 48537 623628 857781 966880 580238 576639 589847 1807 0 0 1234952 1503495 1625802 0 5194 0 5194 X 1234952 1498301 1234952 1498301 1234952 1503495 1234952 258374 4975 1498301 1498301 BAIRD - #6707 (SEE ATTACHED) P 340399 336637 3762 3762 BAIRD - #6707 (SEE ATTACHED) P 1234983 939819 295164 295164 CAPITAL GAIN DIVIDENDS P 29806 328732 false 98675 1491182 0.066172 99117 1604119 0.061789 93381 1670123 0.055913 74890 1620247 0.046221 73880 1519745 0.048613 0.278708 0.055742 1564580 87213 3501 90714 84685 7001 7001 7001 1807 10000 11807 4806 4806 false false false false false false false true true WI true false false false false true LYNN ANN HAWKINS 2627514771 940 SAN JOSE DRIVE Elm Grove WI 53122 false false false false false false false false false false false false false false false false false false false false PAUL CHRISTOPHER HOLT 1025 S SPRINGDALE ROAD WAUKESHA WI 53186 PRES, TRES, Director 1.0 0 0 0 LYNN ANN HAWKINS 940 SAN JOSE DRIVE ELM GROVE WI 53122 VICE PRES, Director 1.0 0 0 0 PATRICIA ANN HOLT 504 W PRINCETON CIRCLE GLENWOOD SPRINGS CO 81601 DIRECTOR 1.0 0 0 0 MARY BETH JANSEN 1330 MANASSAS TRAIL MADISON WI 53718 DIRECTOR 1.0 0 0 0 SUSAN MARY BELLO 1356 KIRKWOOD LANE SARASOTA FL 34232 DIRECTOR 1.0 0 0 0 ANN MARGARET BANNISTER W240N3277 COUNTY ROAD J PEWAUKEE WI 53072 DIRECTOR, Secretary 1.0 0 0 0 1539873 46419 2114 1588406 0 1588406 23826 1564580 78229 78229 7001 7001 71228 71228 71228 84685 0 0 0 0 84685 84685 71228 0 2015 2014 2013 0 12015 20193 25114 57322 84685 0 71228 13457 70779 0 0 0 0 70779 12015 20193 25114 13457 WAYNE G HOLT NONE Lynn Ann Hawkins 940 San Jose Dr ELM GROVE WI 53122 2627514771 WRITTEN REQUEST PROVIDING INFORMATION ON ORGANIZATION AND USE OF FUNDS none none The Mckay Academy 400 30th Ave W Bradenton FL 34205 none- 501(c)(3) 501C-3 General Purpose 1000 Carroll University 100 N East Avenue Waukesha WI 53186 none- 501(c)(3) 501C-3 General purpose 2000 Firstfruits - Women Growing in Faith 890 Elm Grove Road Bldg 2 Suite 6 Elm Grove WI 53122 none- 501(c)(3) 501C-3 General Purpose 7000 Catholic Memorial High School 601 E College Avenue Wauskesha WI 531865538 none- 501(c)(3) 501C-3 General purpose 2000 Catholic Stewardship Appeal 3501 South Lake Drive Milwaukee WI 53207 none- 501(c)(3) 501C-3 General Purpose 500 Hope Street Ministry 2522 West Capitol Drive Milwaukee WI 53206 none- 501(c)(3) 501C-3 General Purpose 2000 Community Projects for Seniors 3073 S Chase Ave 210 Milwaukee WI 53207 none- 501(c)(3) 501C-3 General Purpose 2500 Hope House Foundation 801 Boush Street Suite 302 Norfolk VA 23510 none- 501(c)(3) 501C-3 General Purpose 500 St Martha's School 4389 Fruitville Road Sarasota FL 34232 none- 501(c)(3) 501C-3 General Purpose 1750 Cardinal Mooney Catholic High School 4174 Fruitville Road Sarasota FL 34232 none- 501(c)(3) 501C-3 General purpose 2000 Humane Animal Welfare Society 701 Northview Rd Waukesha WI 53208 none- 501(c)(3) 501C-3 General purpose 1500 Church of the Incarnation 2929 Bee Ridge Road Sarasota FL 342397118 none- 501(c)(3) 501C-3 General purpose 1500 Marquette University 1250 West Wisconsin Avenue PO Box 1881 Milwaukee WI 53201 none- 501(c)(3) 501C-3 General purpose 26500 Community Meal Program Luke House Inc 310 S Ingersoll Street Madison WI 53703 none- 501(c)(3) 501C-3 General purpose 2000 Adult Learning Center 1916 North 4th Street Milwaukee WI 53212 none- 501(c)(3) 501C-3 General Purpose 2000 St Dennis School 409 Dempsey Road Madison WI 53714 none- 501(c)(3) 501C-3 General purpose 2000 Hebron House of Hospitality 111 E Main Street Waukesha WI 53186 none- 501(c)(3) 501C-3 General Purpose 2000 Dominican Arts Project 585 County Road Z Sinsinawa WI 53824 none- 501(c)(3) General Purpose 1500 Wisconsin Center for Christian Study 221 N Grandview Blvd Waukesha WI 53188 none- 501(c)(3) general purpose 7500 Shepherd of the Hills N36W24130 Pewaukee Rd Pewaukee WI 53072 none- 501(c)(3) General purpose 1500 Father Bernie 505 36th St W Palmetto FL 34221 none- 501(c)(3) General purpose 750 70000 14 37567 18 328732 366299 366299 false false false false false false false false false false ACCOUNTING FEES 4975 1990 2985 INVESTMENTS - CORPORATE BONDS 576639 589847 INVESTMENTS - CORPORATE STOCKS 857781 966880 LEGAL FEES PREPAID FEDERAL EXCISE TAXES 1807 0 0 SECRETARIAL SERVICES 19500 7800 11700 BANK CHARGES 235 235 0 INVESTMENT MANAGEMENT FEE 6214 6214 0 Miscellaneous income CAPITAL CONTRIBUTED 4975 OTHER LIABILITY 0 5194 SECTION 4940(E) TAX 7001