BETA

STEPHENS FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
STEPHENS FAMILY FOUNDATION INC (EIN 20-4617210)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-10
IRS object ID
201831309349101243
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-10T01:03:44-00:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hilker & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 511454AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532030251ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204617210EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHENS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEPBusinessNameControlTxt
Phone4143908221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14230 N OAKLAND AVENUE No 317AddressLine1Txt
CitySHOREWOODCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKathy EurichPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid L HilkerPreparerPersonNm
Phone4142645330PhoneNum
Preparation2018-04-30PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,092,406FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,738,413ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,788DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,788DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$265,116NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$265,116GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$265,116CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,700OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$4,017,017TotalRevAndExpnssAmt
Total Net Invst Incm$274,904TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,700TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,557ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,557ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$302,657TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,957TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,714,360ExcessRevenueOverExpensesAmt
Net Investment Income$274,904NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,246,556SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,209,922SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,209,922SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,973,191CorporateStockBOYAmt
Corporate Stock EOY$5,882,484CorporateStockEOYAmt
Corporate Stock EOYFMV$5,882,484CorporateStockEOYFMVAmt
Total Assets BOY$5,219,747TotalAssetsBOYAmt
Total Assets EOY$9,092,406TotalAssetsEOYAmt
Total Assets EOYFMV$9,092,406TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,669,791CapitalStockBOYAmt
Capital Stock EOY$8,408,204CapitalStockEOYAmt
Retained Earning BOY$549,956RetainedEarningBOYAmt
Retained Earning EOY$684,202RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,219,747TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,092,406TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,219,747TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,092,406TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,219,747TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,714,360ExcessRevenueOverExpensesAmt
Other Increases$158,299OtherIncreasesAmt
Subtotal$9,092,406SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,092,406TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$265,116CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$273,638AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,243,931NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.052182DistributionYr1Rt
Adjusted Qlfy Distri Yr2$224,696AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,509,727NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.040782DistributionYr2Rt
Adjusted Qlfy Distri Yr3$151,150AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,207,580NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.035923DistributionYr3Rt
Adjusted Qlfy Distri Yr4$179,491AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,422,208NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.052449DistributionYr4Rt
Adjusted Qlfy Distri Yr5$126,910AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,080,961NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.041192DistributionYr5Rt
Total Distribution000.222528TotalDistributionRt
Average Distribution000.044506AverageDistributionRt
Net Vl Noncharitable Assets$5,617,102NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$249,995AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,749NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$252,744AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$300,957QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,749InvestmentIncomeExciseTaxAmt
Subtotal$2,749SubtotalAmt
Tax Based On Investment Income$2,749TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,700TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,700OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,049TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksKATHERINE EURICHIndividualWithBooksNm
Phone4143908221PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14230 N OAKLAND AVENUE No 317AddressLine1Txt
CitySHOREWOODCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53211ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANDREW C STEPHENS
4230 N OAKLAND AVE No 317SHOREWOODWI53211CO-PRESIDENT000.25$0
JANE E KIM
4230 N OAKLAND AVE No 317SHOREWOODWI53211CO-PRESIDENT002.00$0
KATHERINE A EURICH
4230 N OAKLAND AVE No 317SHOREWOODWI53211TREAS/ASST SEC002.00$0
SUNHEE LEE
4230 N OAKLAND AVE No 317SHOREWOODWI53211SECRETARY000.25$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO QUALIFIED CHARITIESDescription1Txt
Expenses1$300,557Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,544,708AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,157,934AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,702,642TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,702,642AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,540CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,617,102NetVlNoncharitableAssetsAmt
Minimum Investment Return$280,855MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$280,855MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,749TaxBasedOnInvestmentIncomeAmt
Total Tax$2,749TotalTaxAmt
Distributable Before Adj$278,106DistributableBeforeAdjAmt
Distributable Before Ded$278,106DistributableBeforeDedAmt
Distributable As Adjusted$278,106DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,957ExpensesAndContributionsAmt
Qualifying Distributions$300,957QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,749PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$298,208AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$278,106DistributableAsAdjustedAmt
Undistributed Income PY$198,030UndistributedIncomePYAmt
Qualifying Distributions$300,957QualifyingDistributionsAmt
Applied To Year1$198,030AppliedToYear1Amt
Applied To Current Year$102,927AppliedToCurrentYearAmt
Undistributed Income CY$175,179UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANDREW STEPHENSContributingManagerNm
Contributing ManagerJANE KIMContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKATHERINE EURICHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14230 N OAKLAND AVENUE No 317AddressLine1Txt
CitySHOREWOODCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53211ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4143908221RecipientPhoneNum
Form And Info And MaterialsOPEN LETTER FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
First Stage Theatre
325 W Walnut StreetMilwaukeeWI53212General Campaign$30,000
First Stage Theatre
325 W Walnut StreetMilwaukeeWI53212Wine Tasting Event Sponsor$2,000
United Performing Arts Fund
301 W Wisconsin AvenueMilwaukeeWI53203First Stage Theatre$20,000
Messengers of Mercy
25W560 Geneva RoadCarol StreamIL60188Religous/General Fund$10,000
University School of Milwaukee
2100 Fairy Chasm RoadMequonWI53092Innovation Center$100,000
Milwaukee College Prep
2449 N 36th StreetMilwaukeeWI53210Scholarship Funds$83,557
Big Brothers Big Sisters Milwaukee
788 N Jefferson StreetMilwaukeeWI53202Mentor Program$20,000
United Way
225 W Vine StreetMilwaukeeWI53212General Campaign$25,000
DanceWorks
1661 N Water StreetMilwaukeeWI53202Madhot Ballroom Tap$5,000
Malaika Early Learning Center
125 W Auer AvenueMilwaukeeWI53212Education$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,557TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,788ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$265,116ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$274,904ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,904TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAndrew Stephens Jane KimContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14824 N Lake DriveAddressLine1Txt
CityWhitefish BayCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53217ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,738,413TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property143,509.131 sh Artisan Global Opportunities FundNoncashPropertyDesc
Fair Market Value$3,738,413FairMarketValueAmt
Received2017-12-27ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHilker AssociatesCategoryTxt
Amt$400Amt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED BY THE STATE OF WISCONSINExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
11376 shares of ARTISAN GLOBAL OPPORTUNITY FUND$315,600$315,600
90636 shares of ARTISAN MIDCAP FUND$1,838,517$1,838,517
143509 shares of ARTISAN GLOBAL OPPORTUNITY FUND$3,728,367$3,728,367

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescExcise Tax RefundDesc
Revenue And Expenses Per Books$3,700RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED APPRECIATIONDesc
Amt$158,299Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTax on investment incomeCategoryTxt
Amt$1,700Amt

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