HOWARD W AND REBECCA S KIETZKE FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HOWARD W AND REBECCA S KIETZKE FAMILY FOUNDATION INC (EIN 20-0516413)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-08
IRS object ID
201630999349100003
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)
Return2016-04-08T07:08:38-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Thousand CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11809 SPRINGDALE STREET SUITE 203AddressLine1Txt
CityMOUNT HOREBCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53572ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200516413EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Howard W and Rebecca S Kietzke FF aka Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOWABusinessNameControlTxt
Phone6088326470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19729 County Hwy AAddressLine1Txt
CityMount HorebCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53572ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD KIETZKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6088326470PhoneNum
Signature2016-04-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM W THOUSAND CPAPreparerPersonNm
Phone6084377730PhoneNum
Preparation2016-04-08PreparationDt
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$56,619FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,555DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$7,053CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,555TotalRevAndExpnssAmt
Total Net Invst Incm$7,053TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$440AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$440AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,036TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,036TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,476TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,476TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,476TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,721ExcessRevenueOverExpensesAmt
Net Investment Income$5,577NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$540SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,560SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,560SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$54,396CorporateStockBOYAmt
Corporate Stock EOY$56,708CorporateStockEOYAmt
Corporate Stock EOYFMV$54,059CorporateStockEOYFMVAmt
Total Assets BOY$54,936TotalAssetsBOYAmt
Total Assets EOY$59,268TotalAssetsEOYAmt
Total Assets EOYFMV$56,619TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$54,936CapitalStockBOYAmt
Capital Stock EOY$59,268CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$54,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$59,268TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$54,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,268TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$54,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,721ExcessRevenueOverExpensesAmt
Other Increases$7,053OtherIncreasesAmt
Subtotal$59,268SubtotalAmt
Tot Net Ast Or Fund Balances EOY$59,268TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
108.436 Sh Invesco SelectP2015-12-112015-12-17$1,606$0$1,617-$11$0$0$0-$11
1.593sh Tweedy Browne Global ValueP2014-12-292015-03-19$42$0$42$0$0$0$0$0
115.895 Sh Invesco SelectP2014-12-162015-12-17$1,717$0$2,475-$758$0$0$0-$758
42.263sh Tweedy Browne Global ValueP2014-03-182015-03-19$1,115$0$1,026$89$0$0$0$89
269.346sh Invesco SelectP2011-12-222015-12-17$3,989$0$4,668-$679$0$0$0-$679
126.529sh Invesco SelectP2011-12-222015-03-09$2,976$0$2,272$704$0$0$0$704
Delaware Select Growth AP2011-12-222015-06-02$15,000$0$10,542$4,458$0$0$0$4,458
30sh Ishares Russell 1000 Value IndexP2008-12-192015-06-23$3,179$0$1,463$1,716$0$0$0$1,716
Sunamerica Style Select Ser FocusedP2011-12-222015-03-11$5,000$0$3,466$1,534$0$0$0$1,534
FieldValueIRS element (for citing)
Capital Gain Net Income$7,053CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$11NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,043AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$54,936NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.237422DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,840AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$65,591NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.424448DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,690AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$83,103NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032369DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$83,339NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.011999DistributionYr4Rt
Adjusted Qlfy Distri Yr5$150AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$84,514NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.001775DistributionYr5Rt
Total Distribution0.708013TotalDistributionRt
Average Distribution0.141603AverageDistributionRt
Net Investment Income Pct$56NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$56AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$56InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$56SubtotalAmt
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$56TaxDueAmt
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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHOWARD KIETZKEIndividualWithBooksNm
Phone6088326470PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19729 County Hwy AAddressLine1Txt
CityMount HorebCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53572ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHOWARD KIETZKEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19729 County Hwy AAddressLine1Txt
CityMt HorebCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53572ZIPCd
FieldValueIRS element (for citing)
TitlePres/TreasureTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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)
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Total Tax$56TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,800ExpensesAndContributionsAmt
Qualifying Distributions$6,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$56PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,744AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$2,690ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,905ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$30,595TotalExcessDistributionCyovAmt
Qualifying Distributions$6,800QualifyingDistributionsAmt
Remaining Distri From Corpus$6,800RemainingDistriFromCorpusAmt
Total Corpus$37,395TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$37,395ExcessDistriCyovToNextYrAmt
Excess From Year3$2,690ExcessFromYear3Amt
Excess From Year2$27,905ExcessFromYear2Amt
Excess From Current Year$6,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Hauge Log Church
1167 Hwy 78Mt HorebWI53572CharityHistorical Educat$0
Prison Fellowship
PO Box 1550MerrifieldVA22116CharityLeadership training$0
Redeemer EFC
7735 W Howard AveMilwaukeeWI53220CharityMissions$0
March of Dimes
515 Madison STNew YorkNY10022CharityCharitable$0
Lifelink International Adoption
5705 Lacy RdFitchburgWI53711CharityChildrens charity$600
Lifeline Childrens Services
2104 Rocky Ridge RdBirminghamAL35216CharityChildrens charity$3,000
CRU
2423 American LaneMadisonWI53704CharityResearch$0
Prairie Du Chien Foundation
PO Box 117Prairie Du ChienWI53821CharityHistorical Education$0
Child Evangelism Fellowship
201 S Stoughton RdMadisonWI53714CharityEvangelism$200
Childrens Ranch
4007 Verdant StLos AngelesCA90039CharityChildrens charity$600
Campus Crusade
100 Lake Hart DrOrlandoFL32832CarityMissions$2,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,555ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,555ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,555TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWilliam Thousand CPA Tax return prepCategoryTxt
Amt$440Amt
Net Investment Income$440NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescInvestment IncomeDesc
Amt$7,053Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$1,036Amt
Net Investment Income$1,036NetInvestmentIncomeAmt

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