ROS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROS FOUNDATION (EIN 39-1948463)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-14
- IRS object ID
- 201711659349100511
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-14T14:39:33-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391386814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sattell Johnson Appel & Co SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Heritage Reserve Suite 100 | AddressLine1Txt |
| City | Menomonee Falls | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530515701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391948463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The ROS Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSF | BusinessNameControlTxt |
| Phone | 4142816000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76th Street No 211 | AddressLine1Txt |
| City | Greenfield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert B Schlytter | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4142816000 | PhoneNum |
| Signature | 2017-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christie Felton CPA | PreparerPersonNm |
| PTIN | P00640478 | PTIN |
| Phone | 4142730500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.52.33.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-01 | IPDt |
| IP Tm | 13:48:11 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74A27C650167633691E8C2CA02F1400E74968C12 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,661,316 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,518,976 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,590 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,590 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $449,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $449,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,066,981 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,514 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,207 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,626 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,022,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $471,183 | 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 |
| Legal Fees Rev And Expnss | $349 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $65,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,666 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,739 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $705,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $705,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $821,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $705,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,201,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $426,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $713,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,634,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,634,520 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,725 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $7,767 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,767 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,704,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,599,543 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,319,333 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,374,742 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,896,409 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,814,956 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,039,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $893,095 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $884,740 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,835,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,031,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,661,316 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,399 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,399 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,830,306 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,031,334 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,830,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,031,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,835,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,031,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,830,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,201,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,031,334 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,031,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $1,066,140 | $1,051,467 | $14,673 | $14,673 |
| Capital Gains Dividends | P | $841 | $841 | $841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,514 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $545,402 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,999,244 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036362 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $442,441 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,767,379 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041091 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $429,161 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,335,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $367,305 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,474,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043344 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,319,593 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041926 | DistributionYr5Rt |
| Total Distribution | 0.208693 | TotalDistributionRt |
| Average Distribution | 0.041739 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,327,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $723,217 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,268 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $727,485 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $705,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $5,210 | OverpaymentAmt |
| Applied To ES Tax | $5,210 | 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 | Lynne Miller | IndividualWithBooksNm |
| Phone | 4142816000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76th Street 211 | AddressLine1Txt |
| City | Greenfield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT B SCHLYTTER | ||||||||
| 1016 MANOR LAKE DR UNIT E 204 | NAPLES | FL | 34119 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN L RIORDAN | ||||||||
| 8691 PURSLANE DRIVE | NAPLES | FL | 34109 | TRUSTEE | 0.00 | $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 | $15,030,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,560,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,590,989 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,590,989 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $263,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,327,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $866,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $866,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,536 | TotalTaxAmt |
| Distributable Before Adj | $857,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $857,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $857,820 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $705,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $705,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $705,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $857,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $703,033 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $705,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $703,033 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $855,353 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The ROS Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76th Street Ste 211 | AddressLine1Txt |
| City | Greenfield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142816000 | RecipientPhoneNum |
| Form And Info And Materials | No specific form required. Brochures and letters stating charitable purpose preferred. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All Kids Can Learn Orphanage | |||||||||||
| PO Box 44 | Fingilla | Chisamba | ZA | Public Charity | General operating purposes | $25,000 | |||||
| Alverno College | |||||||||||
| Public Charity | General operating purposes | $10,000 | 3400 South 43rd Street | Milwaukee | WI | 53219 | |||||
| Alzheimer's Disease and Related Disorders Associations | |||||||||||
| Public Charity | General operating purposes | $5,000 | 620 S 76th Street Suite 160 | Milwaukee | WI | 532141599 | |||||
| Bay View Community Center of Milwaukee Inc | |||||||||||
| Public Charity | General operating purposes | $5,000 | 1320 E Oklahoma Ave | Milwaukee | WI | 532072457 | |||||
| Big Brothers & Big Sisters of Metro Milwaukee Inc | |||||||||||
| Public Charity | General operating purposes | $10,000 | 788 North Jefferson Street Suite | Milwaukee | WI | 532023739 | 600 | ||||
| Boys & Girls Clubs of Greater Milwaukee | |||||||||||
| Public Charity | General operating purposes | $10,000 | 1558 N 6th Street | Milwaukee | WI | 532123845 | |||||
| Camp for Kids co Greater Milwaukee Foundation | |||||||||||
| Public Charity | General operating purposes | $12,000 | 101 W Pleasant St Suite 210 | Milwaukee | WI | 532023157 | |||||
| Center for Blind-Deaf | |||||||||||
| public Charity | General operating purposes | $5,000 | 3195 S Superior St | Milwaukee | WI | 53207 | |||||
| Center For Working Families Inc | |||||||||||
| Public Charity | General operating purposes | $100,000 | 12605 W North Ave 130 | Brookfield | WI | 530054629 | |||||
| Child Abuse CAP Prevention Fund | |||||||||||
| Public Charity | General operating purposes | $5,000 | MS 3085 PO Box 1997 | Milwaukee | WI | 53201 | |||||
| City of Greenfield | |||||||||||
| Public Charity | Amphitheatre | $5,000 | 7325 W Forest Home Ave | Greenfield | WI | 53220 | |||||
| Core El Centro Incorporated | |||||||||||
| Public Charity | General operating purposes | $5,000 | 130 W Bruce Street | Milwaukee | WI | 53204 | |||||
| Destiny High School | |||||||||||
| Public Charity | General operating purposes | $5,000 | 8905 W Good Hope Road | Milwaukee | WI | 53224 | |||||
| Eisenhower Center | |||||||||||
| Public Charity | General operating purposes | $5,000 | 4425 W Woolworth Ave | MIlwaukee | WI | 53218 | |||||
| Farm Sanctuary | |||||||||||
| Public Charity | General operating purposes | $34,500 | 3100 Aikens Road / PO Box 150 | Watkins Glen | NY | 14891 | |||||
| Feeding America Eastern WI | |||||||||||
| Public Charity | General operating purposes | $25,000 | 1700 W Fond du Lac Avenue | Milwaukee | WI | 53205 | |||||
| Greenfield Public Library Foundation Inc | |||||||||||
| Public Charity | General operating purposes | $10,000 | 5310 W Layton Avenue | Greenfield | WI | 53220 | |||||
| Hales Corners Lutheran Church | |||||||||||
| Public Charity | General operating purposes | $5,000 | 12300 W Janesville Rd | Hales Corners | WI | 53130 | |||||
| Hunger Task Force of Milwaukee | |||||||||||
| Public Charity | General operating purposes | $25,000 | 201 S Hawley Ct | Milwaukee | WI | 532141966 | |||||
| Impact Alcohol & Other Drug Abuse Services Inc | |||||||||||
| Public Charity | General operating purposes | $5,000 | 6737 W Washington Av Suite 2225 | Milwaukee | WI | 53214 | |||||
| Indian Community School of Milwaukee Inc | |||||||||||
| Public Charity | General operating purposes | $5,000 | 10405 West St Martins Road | Franklin | WI | 53132 | |||||
| Interfaith Older Adult Programs | |||||||||||
| Public Charity | General operating purposes | $5,000 | 600 W Virginia St 300 | Milwaukee | WI | 53209 | |||||
| La Causa Crisis Nursery Program | |||||||||||
| Public Charity | General operating purposes | $10,000 | PO Box 04188 | Milwaukee | WI | 532040188 | |||||
| Lad Lake Inc | |||||||||||
| Public Charity | General operating purposes | $5,000 | PO Box 158 | Dousman | WI | 53118 | |||||
| Make-A-Wish Foundation of Wisconsin | |||||||||||
| Public Charity | General operating purposes | $5,000 | 13195 West Hampton Ave | Butler | WI | 53007 | |||||
| Milwaukee Christian Center | |||||||||||
| Public Charity | General operating purposes | $10,000 | 2137 Greenfield Ave | Milwaukee | WI | 532042698 | |||||
| Milwaukee Homeless Veterans Initiative | |||||||||||
| Public Charity | General operating purposes | $20,000 | PO Box 18441 | Milwaukee | WI | 53218 | |||||
| Milwaukee Rescue Mission | |||||||||||
| Public Charity | General operating purposes | $55,000 | 830 19th Street | Milwaukee | WI | 532331616 | |||||
| Operation Smile Inc | |||||||||||
| Public Charity | General operating purposes | $3,000 | 3641 Faculty Boulevard | Virginia Beach | VA | 23453 | |||||
| PETA | |||||||||||
| Public Charity | General operating purposes | $20,000 | 501 Front Street | Norfolk | VA | 23510 | |||||
| Physicians Committee for Responsible Medicine | |||||||||||
| Public Charity | General operating purposes | $10,000 | 5100 Wisconsin Avenue NW 400 | Washington | DC | 20016 | |||||
| Pine View Rehabilitation Center | |||||||||||
| Public Charity | General operating purposes | $5,000 | W4953 Highway H | Fredonia | WI | 530219725 | |||||
| Positive Futures Network | |||||||||||
| Public Charity | General operating purposes | $5,000 | 284 Madrona Way NE 116 | Bainbridge Island | WA | 98110 | |||||
| Project Chimps | |||||||||||
| Public Charity | General operating purposes | $10,000 | P O Box 2140 | Blue Ridge | GA | 30513 | |||||
| Running Rebels Community Organization | |||||||||||
| Public Charity | General operating puposes | $5,000 | 1300 A W Fond Du Lac Ave | Milwaukee | WI | 53205 | |||||
| Salvation Army of WI & Up MI | |||||||||||
| Public Charity | General operating purposes | $100,000 | 11315 W Watertown Plank Rd | Wauwatosa | WI | 532260019 | |||||
| Sojourner Family Peace Center | |||||||||||
| Public Charity | General operating purposes | $5,000 | PO Box 080319 | Milwaukee | WI | 53208 | |||||
| St Ann's Intergenerational Care Center | |||||||||||
| Public Charity | General operating purposes | $5,000 | 2801 E Morgan Ave | Milwaukee | WI | 532073771 | |||||
| The American Red Cross - Wisconsin Chapter | |||||||||||
| Public Charity | General operating purposes | $25,000 | 26 W Wisconsin Ave | Milwaukee | WI | 53233 | |||||
| The Elephant Sanctuary in Tennessee | |||||||||||
| Public Charity | General operating purposes | $10,000 | PO Box 393 | Hohenwald | TN | 38462 | |||||
| The Shivas Irons Society | |||||||||||
| Public Charity | General operating purposes | $5,000 | PO Box 222339 | Carmel | CA | 93922 | |||||
| Urban Ecology Center Inc | |||||||||||
| Public Charity | General operating purposes | $5,000 | 1500 E Park Place | Milwaukee | WI | 53211 | |||||
| Vision Forward | |||||||||||
| Public Charity | General operating purposes | $50,000 | 912 North Hawley Road | Milwaukee | WI | 53213 | |||||
| Wildlife in Need Center Ltd | |||||||||||
| Public Charity | General operating purposes | $5,000 | W349 S1480 Waterville Rd Suite B | Oconomowoc | WI | 53066 | |||||
| Wisconsin Breast Cancer Coalition Inc | |||||||||||
| Public Charity | General operating purposes | $1,000 | PO Box 170031 | Milwaukee | WI | 532170031 | |||||
| Wisconsin Education Youth Development Foundation Inc | |||||||||||
| Public Charity | General operating purposes | $5,000 | 11350 W Theo Trecker Way | West Allis | WI | 53214 | |||||
| Wisconsin Humane Society | |||||||||||
| Public Charity | General operating purposes | $5,000 | 4500 W Wisconsin Avenue | Milwaukee | WI | 532083156 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $705,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,590 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $449,453 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $36,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $503,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $503,764 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Estate of Robert O Schlytter | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76th St Suite 211 | AddressLine1Txt |
| City | Greenfield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,518,976 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $65,465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Statement Required Under Reg. Sec. 53.4942(a)-3(b)(7)(ii) | IdentifierTxt |
| Form And Line Reference | Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Statement Required Under Reg. Sec. 53.4942(a)-3(b)(7)(ii) for Amounts Set Aside in 2013Nature and purposes of the specific project for which amounts are set aside: The funds were used in honor of the Family Unity International Working Boys Center 50th anniversary and related commerative projects.The amounts set aside for the projcet described above will be paid on August 9, 2014.The project described above will not be completed before the end of the taxable year in which the set-aside was made. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Stifel Nicolaus Bonds | BondNm |
| EOY Book Value | $4,896,409 | EOYBookValueAmt |
| EOYFMV | $4,814,956 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Heartland Stocks | $1,372,520 | $3,576,000 |
| Raymond James Financial | $399,516 | $690,720 |
| Stifel Horizon Stocks | $4,827,507 | $6,052,613 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Ameriprise IRA | AT COST | $893,095 | $884,740 |
| Legacy Reserves LP | AT COST | $0 | $0 |
| The Blackstone Group L.P. | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $349 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Broker fees | Desc |
| Revenue And Expenses Per Books | $40,739 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,739 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Legacy Reserves LP | $1,917 | $1,917 | $1,917 |
| Ameriprise IRA | $32,581 | $0 | $32,581 |
| Heartland Financial claim proceeds | $247 | $247 | $247 |
| Stifel Nicolaus | $1,363 | $1,363 | $1,363 |
| Associated Trust | $99 | $99 | $99 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $3,666 | $3,666 | $0 |
| Federal Taxes - Invesment Income | $5,993 | $0 | $0 |
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