ROS FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROS FOUNDATION (EIN 39-1948463)
Tax period
2015-01-01 to 2015-12-31
Filed
2017-11-06
IRS object ID
201743109349100104
Schema version
2015v3.0
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)
Return2017-11-06T09:48:59-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391386814PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sattell Johnson Appel & Co SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Heritage Reserve Suite 100AddressLine1Txt
CityMenomonee FallsCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530515701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391948463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The ROS FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSFBusinessNameControlTxt
Phone4142816000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14811 S 76th Street No 211AddressLine1Txt
CityGreenfieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert B SchlytterPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4142816000PhoneNum
Signature2017-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarry S Sattell CPAPreparerPersonNm
PTINP00041242PTIN
Phone4142730500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,474,325FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,081,822ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$416,727DividendsRevAndExpnssAmt
Dividends Net Invst Incm$416,727DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$229,842NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,563,175GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$229,842CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$83,457OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$807OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,811,869TotalRevAndExpnssAmt
Total Net Invst Incm$647,397TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,860AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$16,372TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,484TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$41,127OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39,975OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,152OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$72,359TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,459TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,152TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$544,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$544,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$616,609TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,459TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$545,402TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,195,260ExcessRevenueOverExpensesAmt
Net Investment Income$604,938NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,573,058SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$713,557SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$713,557SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,725AcctRcvblAmt
Acct Rcvbl BOY$2,020AcctRcvblBOYAmt
Acct Rcvbl EOY$3,725AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,725AcctRcvblEOYFMVAmt
Corporate Stock BOY$5,673,998CorporateStockBOYAmt
Corporate Stock EOY$6,704,658CorporateStockEOYAmt
Corporate Stock EOYFMV$8,485,038CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,386,027CorporateBondsBOYAmt
Corporate Bonds EOY$5,374,742CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,281,541CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$1,039,023OtherInvestmentsEOYAmt
Other Investments EOYFMV$990,464OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,635,103TotalAssetsBOYAmt
Total Assets EOY$13,835,705TotalAssetsEOYAmt
Total Assets EOYFMV$15,474,325TotalAssetsEOYFMVAmt
Accounts Payable BOY$57AccountsPayableBOYAmt
Accounts Payable EOY$5,399AccountsPayableEOYAmt
Total Liabilities BOY$57TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,399TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,635,046UnrestrictedBOYAmt
Unrestricted EOY$13,830,306UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,635,046TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,830,306TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,635,103TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,835,705TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,635,046TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,195,260ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,830,306SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,830,306TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly traded securitiesP$1,562,161$1,333,331$228,830$228,830
The Blackstone Group L.P.P$2-$2-$2
The Blackstone Group L.P.P$157$157$157
Capital Gains DividendsP$857$857$857
FieldValueIRS element (for citing)
Capital Gain Net Income$229,842CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$442,441AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,767,379NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041091DistributionYr1Rt
Adjusted Qlfy Distri Yr2$429,161AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,335,703NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045970DistributionYr2Rt
Adjusted Qlfy Distri Yr3$367,305AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,474,200NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043344DistributionYr3Rt
Adjusted Qlfy Distri Yr4$306,882AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,319,593NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041926DistributionYr4Rt
Adjusted Qlfy Distri Yr5$258,257AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,327,927NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040812DistributionYr5Rt
Total Distribution0.213143TotalDistributionRt
Average Distribution0.042629AverageDistributionRt
Net Vl Noncharitable Assets$14,999,244NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$639,403AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,049NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$645,452AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$545,402QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,099InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,099SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,099TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$13,839TotalPaymentsAndCreditsAmt
Original Return Tax Paid$5,399OriginalReturnTaxPaidAmt
Es Penalty$87EsPenaltyAmt
Overpayment$1,653OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$1,653RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLynne MillerIndividualWithBooksNm
Phone4142816000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14811 S 76th Street 211AddressLine1Txt
CityGreenfieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
ROBERT O SCHLYTTER
2212 HARBOUR COURT DRIVELONGBOAT KEYFL34228TRUSTEE0.00$0$0$0
ROBERT B SCHLYTTER
1016 MANOR LAKE DR UNIT E 204NAPLESFL34119TRUSTEE0.00$0$0$0
SUSAN L RIORDAN
8691 PURSLANE DRIVENAPLESFL34109TRUSTEE0.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,014,337AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,213,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,227,659TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,227,659AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$228,415CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,999,244NetVlNoncharitableAssetsAmt
Minimum Investment Return$749,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$749,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,099TaxBasedOnInvestmentIncomeAmt
Total Tax$12,099TotalTaxAmt
Distributable Before Adj$737,863DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$737,863DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$737,863DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$545,402ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$545,402QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$545,402AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$737,863DistributableAsAdjustedAmt
Undistributed Income PY$512,225UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$545,402QualifyingDistributionsAmt
Applied To Year1$512,225AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,177AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$704,686UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT O SCHLYTTERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE ROS FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14811 S 76th Street Ste 211AddressLine1Txt
CityGreenfieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4142816000RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORM REQUIRED. BROCHURES AND LETTERS STATING CHARITABLE PURPOSE PREFERRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
Big Brothers & Big Sisters of Metro Milwaukee Inc
788 North Jefferson Street Suite600MilwaukeeWI532023739Public CharityGeneral operating purposes$5,000
Boys & Girls Clubs of Greater Milwaukee
1558 N 6th StreetMilwaukeeWI532123845Public CharityGeneral operating purposes$5,000
Camp for Kids co Greater Milwaukee Foundation
101 W Pleasant St Suite 210MilwaukeeWI532023157Public CharityGeneral operating purposes$6,000
Center for Blind-Deaf
3195 S Superior StMilwaukeeWI53207public CharityGeneral operating purposes$5,000
Center for Building Hope
5841 Communication ParkwaySarasotaFL34240Public CharityGeneral operating purposes$5,000
Center For Working Families Inc
12605 W North Ave 130BrookfieldWI530054629Public CharityGeneral operating purposes$60,000
Child Abuse CAP Prevention Fund
MS 3085 PO Box 1997MilwaukeeWI53201Public CharityGeneral operating purposes$5,000
Destiny High School
8905 W Good Hope RoadMilwaukeeWI53224Public CharityGeneral operating purposes$10,000
Eisenhower Center
4425 W Woolworth AveMIlwaukeeWI53218Public CharityGeneral operating purposes$3,000
Feeding America Eastern WI
1700 W Fond du Lac AvenueMilwaukeeWI53205Public CharityGeneral operating purposes$15,000
Greenfield Konkel Park
4850 S 60th StreetGreenfieldWI53220Public CharityGeneral operating purposes$100,000
Hales Corners Luthern Church
12300 W Janesville RdHales CornersWI53130Public CharityGeneral operating purposes$5,000
Hunger Task Force of Milwaukee
201 S Hawley CtMilwaukeeWI532141966Public CharityGeneral operating purposes$15,000
Interfaith Older Adult Programs
600 W Virginia St 300MilwaukeeWI53209Public CharityGeneral operating purposes$5,000
La Causa Crisis Nursery Program
PO Box 04188MilwaukeeWI532040188Public CharityGeneral operating purposes$10,000
Lad Lake Inc
PO Box 158DousmanWI53118Public CharityGeneral operating purposes$5,000
Make-A-Wish Foundation of Wisconsin
13195 West Hampton AveButlerWI53007Public CharityGeneral operating purposes$5,000
Milwaukee Christian Center
2137 Greenfield AveMilwaukeeWI532042698Public CharityGeneral operating purposes$10,000
Milwaukee Homeless Veterans Initiative
PO Box 18441MilwaukeeWI53218Public CharityGeneral operating purposes$10,000
Milwaukee Jewish Federation
1360 N Prospect AveMilwaukeeWI532023094Public CharityGeneral operating purposes$2,500
Milwaukee Rescue Mission
830 19th StreetMilwaukeeWI532331616Public CharityGeneral operating purposes$15,000
Operation Smile Inc
3641 Faculty BoulevardVirginia BeachVA23453Public CharityGeneral operating purposes$3,000
Pine View Rehabilitation Center
W4953 Highway HFredoniaWI530219725Public CharityGeneral operating purposes$5,000
Salvation Army of WI & Up MI
11315 W Watertown Plank RdWauwatosaWI532260019Public CharityGeneral operating purposes$100,000
Service Club of Milwaukee
PO Box 170468MilwaukeeWI53217Public CharityGeneral operating purposes$500
Sojourner Family Peace Center
PO Box 080319MilwaukeeWI53208Public CharityGeneral operating purposes$5,000
St Ann's Intergenerational Care Center
2801 E Morgan AveMilwaukeeWI532073771Public CharityGeneral operating purposes$5,000
Vision Forward
912 North Hawley RoadMilwaukeeWI53213Public CharityGeneral operating purposes$20,000
Wildlife in Need Center Ltd
W349 S1480 Waterville Rd Suite BOconomowocWI53066Public CharityGeneral operating purposes$5,000
Wisconsin Breast Cancer Coalition Inc
PO Box 170031MilwaukeeWI532170031Public CharityGeneral operating purposes$1,000
Wisconsin Humane Society
4500 W Wisconsin AvenueMilwaukeeWI532083156Public CharityGeneral operating purposes$5,000
Young Life East Manatee
PO Box 14876BradentonFL34280Public CharityGeneral operating purposes$3,000
Florida Parrot Rescue
13870 Whisperwood DrClearwaterFL33742Public CharityGeneral operating purposes$1,500
Wisconsin Governor's Prayer Breakfast
9733 W Greenfield AveMilwaukeeWI53214Public CharityGeneral operating purposes$2,750
Alverno College
3400 South 43rd StreetMilwaukeeWI53219Public CharityGeneral operating purposes$40,000
Mease Countryside Hospital
N McMullen Booth RoadSafety HarborFL34695Public CharityGeneral operating purposes$18,000
United for a Cure
500 13th Avenue PO Box 249KenoshaWI53141Public CharityGeneral operating purposes$1,000
Florida Parrot Rescue
111 Rockville Pike Suite 420RockvilleMD208505168Public CharityGeneral operating purposes$1,000
Running Rebels Community Organization
1300 A W Fond Du Lac AveMilwaukeeWI53205Public CharityGeneral operating puposes$1,000
All Kids Can Learn Orphanage
Public CharityGeneral operating purposes$25,000PO Box 44FingillaChisambaZA
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$544,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$416,727ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$807ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$229,842ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescAmeriprise IRADesc
Exclusion01ExclusionCd
Exclusion$82,650ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$730,047ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$730,047TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 PersonRobert O SchlytterContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12212 Harbour Court DrAddressLine1Txt
CityLongboat KeyCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34228ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,075,417TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$14,860Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierReason for Filing an Amended ReturnIdentifierTxt
Form And Line ReferenceForm 990-PFFormAndLineReferenceDesc
Medium ExplanationThe taxpayer is amending their return to exclude from net investment income a distribution from an inherited IRA which was inadvertently reported on line 11(b) on the original return. See Code Section 4940(c), Reg. Sec. 1.512(b)-1(a) and PLR 9838028.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondStifel Nicolaus BondsBondNm
EOY Book Value$5,374,742EOYBookValueAmt
EOYFMV$5,281,541EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Heartland Stocks$1,372,520$2,336,320
Raymond James Financial$399,516$451,270
Stifel Horizon Stocks$4,932,622$5,697,448

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Ameriprise IRAAT COST$1,038,010$940,204
Legacy Reserves LPAT COST$750$6,400
The Blackstone Group L.P.AT COST$263$43,860

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Administration Expense$1,152$0$1,152
Broker fees$39,966$39,966$0
The Blackstone Group L.P.$9$9$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Legacy Reserves LP$750$750$750
The Blackstone Group L.P.$57$57$57
Ameriprise IRA$82,650$82,650

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Taxes$2,484$2,484$0
Federal Taxes - Invesment Income$13,888$0$0

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