WHISKEY RIVER CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WHISKEY RIVER CHARITABLE FOUNDATION (EIN 26-2868907)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-29
IRS object ID
201701509349100100
Schema version
2016v3.0
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)
Return2017-05-29T09:19:43-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Donatelli & Coules LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 Salt Creek Lane Suite 312AddressLine1Txt
CityHinsdaleCityNm
State AbbreviationILStateAbbreviationCd
ZIP60521ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262868907EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kroeger Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKROEBusinessNameControlTxt
Phone8477848182PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line181 LocustAddressLine1Txt
CityWinnetkaCityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN KROEGERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8477848182PhoneNum
Signature2017-05-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK R DONATELLIPreparerPersonNm
Phone6309200406PhoneNum
Preparation2017-05-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.161.48.45IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-29IPDt
IP Tm09:19:23IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1C4FB04895C303E8A15FB69B644AE304CB5BE245AtSubmissionCreationDeviceId
At Submission Filing Device Id1C4FB04895C303E8A15FB69B644AE304CB5BE245AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$90,982FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$150,002TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,427LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,452TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,678ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,678ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$105,130TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,678TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$44,872ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,859CashBOYAmt
Cash EOY$90,732CashEOYAmt
Cash EOYFMV$90,982CashEOYFMVAmt
Total Assets BOY$45,859TotalAssetsBOYAmt
Total Assets EOY$90,732TotalAssetsEOYAmt
Total Assets EOYFMV$90,982TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$45,859UnrestrictedBOYAmt
Unrestricted EOY$90,732UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$45,859TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$90,732TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,859TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$90,732TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,859TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$44,872ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$90,732SubtotalAmt
Tot Net Ast Or Fund Balances EOY$90,732TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$55,316AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,653AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$58,261AdjustedQlfyDistriYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$47,665AdjustedQlfyDistriYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$51,267AdjustedQlfyDistriYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$103,678QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKEVIN SUSAN KROEGERIndividualWithBooksNm
Phone8477848182PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 Woodley RoadAddressLine1Txt
CityWinnetkaCityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN KROEGER
81 Locust RoadWinnetkaIL60093Pres/Director1.50$0$0$0
SUSAN KROEGER
81 Locust RoadWinnetkaIL60093Sec/Director1.50$0$0$0
TOM PATRICK WALZ
9501 Blackhawk RoadMiddletonWI53562Director0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Gran Teton National Parks Foundation (contributions $36,000)Description1Txt
Expenses1$0Expenses1Amt
Description2S.S. Faith, Hope & Charity Parish (contributions $33,325)Description2Txt
Expenses2$0Expenses2Amt
Description3Loyola Academy (contributions $19,330)Description3Txt
Expenses3$0Expenses3Amt
Description4Wounded Warrior Project (contributions $1,250)Description4Txt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,678ExpensesAndContributionsAmt
Qualifying Distributions$103,678QualifyingDistributionsAmt
Adjusted Qualifying Distri$103,678AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$47,665ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$55,316ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$102,981TotalExcessDistributionCyovAmt
Qualifying Distributions$103,678QualifyingDistributionsAmt
Remaining Distri From Corpus$103,678RemainingDistriFromCorpusAmt
Total Corpus$206,659TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$206,659ExcessDistriCyovToNextYrAmt
Excess From Year4$47,665ExcessFromYear4Amt
Excess From Year1$55,316ExcessFromYear1Amt
Excess From Current Year$103,678ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKEVIN SUSAN KROEGERContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEVIN SUSAN KROEGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line181 Locust RoadAddressLine1Txt
CityWinnetkaCityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8477848182RecipientPhoneNum
Form And Info And MaterialsA LETTER DESCRIBING REQUEST; DECISIONS MADE BY BOARDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Grand Teton Nat'l Parks Fdn
PO Box 249 170MooseWY83012UnkGeneral Purposes$36,000
SS Faith Hope & Charity Parish
180 Ridge AveWinnetkaIL60093501c3General purposes$33,325
JDRF
11S LaSalle Ste 1800ChicagoIL60603501c323-1907729Medical research$500
Loyola Academy
1100 Laramie AveWilmetteIL60091501c3General purposes$19,430
Cystic Fibrosis Fdn
6931 Arlington Rd 2nd flBethesdaMD20814501c3General purposes$340
Pan-Massachusetts-John Staley Bike
77 Fourth AveNeedhamMA02494501c3General purposes$500
Our Safe Harbor
540 W MadisonChicagoIL60661501c3General purposes$1,000
Teton Cty SearchRescue
PO Box 1063JacksonWY83001501c3General purposes$500
KHOL Radio Station
265 S Cache StJacksonWY83002501c3General purposes$240
Northwestern University
633 Clark StreetEvanstonIL60208501c3Athleticsexcellence fund$850
New Trier Food Pantry
739 Elm StreetWinnetkaIL60093501c3Food assistance$200
Blackhawks Charity
1901 W MadisonChicagoIL60661501c3Athletics$400
Truementors
PO Box 6264HobokenNJ07030UnkGeneral purposes$500
Code Club of UK co Kroeger
81 Locust RoadWinnetkaIL60093UnkGeneral Purposes$519
Friends of Bridger Teton Avalanche Ctr
PO Box 424Teton VillageWY83025UnkGeneral purposes$250
Student Sponsor Partners
informationsspnycorgNew YorkNY10012501(c)General Purposes$500
Open Books
651 W Lake StChicagoIL60661UnkGeneral purposes$500
Wounded Warrior Project
230 W Monroe St 200ChicagoIL60606UnkGeneral purposes$1,250
Noble Networks
1 N State StChicagoIL60602UnkGeneral Purposes$500
Deerfield Academy
7 Boyden LaneDeerfieldMA01342UnkGeneral Purposes$1,000
Divine Saviors Holy High School
4257 N 100th StMilwaukeeWI53222UnkGeneral Purposes$1,000
Best Buddies International
100 Southeast Second St Ste 2200MiamiFL33131UnkGeneral Purposes$250
Skin of Steel
PO Box 162GlenviewIL60026UnkGeneral Purposes$100
One Revolution Foundation
PO Box 681026Park CityUT84068UnkGeneral Purposes$250
Friends of Pathways
335 S Millard StJacksonWY83001UnkGeneral Purposes$500
Givesmart US Inc
900 Circle 75AtlantaGA30339UnkGeneral Purposes$250
NextStep Fitness
4447 Redondo Beach BlvdLawndaleCA90260UnkGeneral Purposes$250
Delaney Hockey
7384 Lincoln AveLincolnwoodIL60712UnkGeneral Purposes$100
JH Cycling
JacksonJacksonWY83001UnkGeneral Purposes$250
Virgin Money Giving co Kroeger
81 Locust RdWinnetkaIL60093UnkGeneral Purposes$664
Habitat for Humanity Intn'l
121 Habitat StAmericusGA31709UnkGeneral Purposes$100
Dreamweaver Intern'l
440 Lee RdNorthbrookIL60062UnkGeneral Purposes$100
Network for Good
1140 Connecticutt NW 700WashingtonDC20036UnkGeneral Purposes$110
Code Platoon
444 N Wabash AveChicagoIL60611UnkGeneral Purposes$1,000
Chicago Young Americans
7384 N Lincoln AveLincolnwoodIL60712UnkGeneral Purposes$100
Wilson WY Volunteer Fire Dep't
PO Box 901JacksonWY83001UnkGeneral Purposes$100
Indian Hill Club Scholarship Fdn
1 Indian Hill RdWinnetkaIL60093UnkGeneral Purposes$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,678TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business624100BusinessCd
Unrelated Business Taxbl Incm$2UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

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 PersonKEVIN SUSAN KROEGERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line181 LocustAddressLine1Txt
CityWinnetkaCityNm
State AbbreviationILStateAbbreviationCd
ZIP60093ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryDonatelli & Coules, Ltd. tax preparation/miscCategoryTxt
Legal Fees$1,427LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
Filing fees
Office supplies

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
IL Charity Bureau$15
Secretary of State$10

Comments

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