WHISKEY RIVER CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WHISKEY RIVER CHARITABLE FOUNDATION (EIN 26-2868907)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-09
IRS object ID
201611619349100301
Schema version
2015v2.1
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)
Return2016-06-09T06:51:36-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK R DONATELLIPreparerPersonNm
Phone6309200406PhoneNum
Preparation2016-06-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,859FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$100,006TotalRevAndExpnssAmt
Total Net Invst Incm$6TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,407LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$8OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,440TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,316ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,316ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,756TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,316TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$43,250ExcessRevenueOverExpensesAmt
Net Investment Income$6NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,609CashBOYAmt
Cash EOY$45,859CashEOYAmt
Cash EOYFMV$45,859CashEOYFMVAmt
Total Assets BOY$2,609TotalAssetsBOYAmt
Total Assets EOY$45,859TotalAssetsEOYAmt
Total Assets EOYFMV$45,859TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,609UnrestrictedBOYAmt
Unrestricted EOY$45,859UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,609TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,859TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,609TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,859TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,609TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$43,250ExcessRevenueOverExpensesAmt
Subtotal$45,859SubtotalAmt
Tot Net Ast Or Fund Balances EOY$45,859TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$23,653AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,261AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,665AdjustedQlfyDistriYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,267AdjustedQlfyDistriYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,715AdjustedQlfyDistriYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,316QualifyingDistributionsAmt

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

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$55,316ExpensesAndContributionsAmt
Qualifying Distributions$55,316QualifyingDistributionsAmt
Adjusted Qualifying Distri$55,316AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$30,715ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$47,665ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$78,380TotalExcessDistributionCyovAmt
Qualifying Distributions$55,316QualifyingDistributionsAmt
Remaining Distri From Corpus$55,316RemainingDistriFromCorpusAmt
Total Corpus$133,696TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$30,715ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$102,981ExcessDistriCyovToNextYrAmt
Excess From Year3$47,665ExcessFromYear3Amt
Excess From Current Year$55,316ExcessFromCurrentYearAmt

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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SS Faith Hope & Charity Parish
180 Ridge AveWinnetkaIL60093501c3General purposes$36,800
JDRF
11S LaSalle Ste 1800ChicagoIL60603501c323-1907729Medical research$250
Memorial Sloan Kettering
1275 York AveNew YorkNY10065501c3Cancer research$350
Best Buddies Wisconsin
10425 W North Ave 340WauwatosaWI53226501c3General purposes$100
PSC Partners Seeking a Cure
6900 E Bellview Ave Ste 202EnglewoodCO80111501c3Cancer research$6,000
Loyola Academy
1100 Laramie AveWilmetteIL60091501c3General purposes$1,000
Children's Leaning Center
PO Box 4100JacksonWY83001UnkGeneral purposes$250
Feed the Dream
PO Box 2642GlenviewIL60026501c3General purposes$1,000
Lurie Childrens Hospital
225 E Chicago AveChicagoIL60611501c3Medical research$3,000
Cystic Fibrosis Fdn
6931 Arlington Rd 2nd flBethesdaMD20814501c3General purposes$250
Pan-Massachusetts-John Staley Bike
77 Fourth AveNeedhamMA02494501c3General purposes$500
Children of Peace
1900 W Taylor StChicagoIL60612501c326-2565601General purposes$250
JH Cycling
Jackson HoleJackson HoleWY83001Unk77-014052General purposes$250
Grand Teton National Park Fd
PO Box 249 170MooseWY83012501c3General purposes$258
KHOL Radio Station
265 S Cache StJacksonWY83002501c3General purposes$300
Camp Kesem
PO Box 452Culver CityCA90232UnkYouthmentoring$258
Northwestern University
633 Clark StreetEvanstonIL60208501c3Athleticsexcellence fund$600
New Trier Food Pantry
739 Elm StreetWinnetkaIL60093501c3Food assistance$250
Blackhawks Charity
1901 W MadisonChicagoIL60661501c3Athletics$400
Right Angle Foundation
1 N State St 7 LowerChicagoIL60602501c3enrichment for lowuniversityincome students$1,500
Team Jackson Hole Old Pesa Road
PO Box 553WilsonWY83014UnkGeneral purposes$1,000
Indian Hill Scholarship Fund
1 Indian Hill RdWinnetkaIL60093501(c)Scholarships$100
Friends of Bridger Teton Avalanche Ctr
PO Box 424Teton VillageWY83025UnkGeneral purposes$250
Leukemia Lymphoma Society
3 International DriveRye BrookNY10573501(c)Cancer Research$250
Lalapalloza and Lolla Cares
1711 S congress AveAustinTX78704UnkGeneral purposes$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,316TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business624100BusinessCd
Unrelated Business Taxbl Incm$6UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$6UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6TotalIncomeProducingActyAmt

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$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryDonatelli & Coules, Ltd. tax preparation/miscCategoryTxt
Legal Fees$1,407LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Filing fees
Office supplies$8

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
IL Charity Bureau$15
US Treasury
Secretary of State$10

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