HOWARD W AND REBECCA S KIETZKE FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD W AND REBECCA S KIETZKE FAMILY FOUNDATION INC (EIN 20-0516413)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-09
- IRS object ID
- 201500999349100005
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-09T09:57:39-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM W THOUSAND CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64 | AddressLine1Txt |
| City | MT HOREB | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200516413 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard W and Rebecca S Kietzke FF aka Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 6088326470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9729 County Hwy A | AddressLine1Txt |
| City | Mount Horeb | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD KIETZKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6088326470 | PhoneNum |
| Signature | 2015-03-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM W THOUSAND CPA | PreparerPersonNm |
| Preparation | 2015-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,401 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $948 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,945 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,945 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $505 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,043 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $540 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $540 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $59,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,861 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $65,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $65,591 | CapitalStockBOYAmt |
| Capital Stock EOY | $54,936 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,945 | OtherIncreasesAmt |
| Subtotal | $54,936 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $54,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 55.762 Sh Tweedy Browne Global | P | 2012-12-27 | 2014-10-17 | $1,442 | $0 | $1,253 | $189 | $0 | $0 | $0 | $189 |
| 18.315 Sh Tweedy Browne Global | P | 2011-12-29 | 2014-12-01 | $476 | $0 | $427 | $49 | $0 | $0 | $0 | $49 |
| 28.400 Sh Tweedy Browne Global | P | 2009-12-30 | 2014-10-17 | $734 | $0 | $572 | $162 | $0 | $0 | $0 | $162 |
| 47.655 Sh Delaware Mut Fds III | P | 2011-12-22 | 2014-07-23 | $2,500 | $0 | $1,655 | $845 | $0 | $0 | $0 | $845 |
| 37.432 Sh Delwater Mut Fds III | P | 2011-12-22 | 2014-12-01 | $2,000 | $0 | $1,300 | $700 | $0 | $0 | $0 | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,945 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,840 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,103 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032369 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $83,339 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $84,514 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001775 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,860 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $77,240 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024081 | DistributionYr5Rt |
| Total Distribution | 0.058225 | TotalDistributionRt |
| Average Distribution | 0.014556 | AverageDistributionRt |
| Net Investment Income Pct | $19 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39 | SubtotalAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $39 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HOWARD KIETZKE | IndividualWithBooksNm |
| Phone | 4145290689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11307 Seven Mile Road | AddressLine1Txt |
| City | Franksville | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD KIETZKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9729 County Hwy A | AddressLine1Txt |
| City | Mt Horeb | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres/Treasure | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $2,690 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,905 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,595 | TotalExcessDistributionCyovAmt |
| Total Corpus | $30,595 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $30,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,690 | ExcessFromYear2Amt |
| Excess From Year1 | $27,905 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Hauge Log Church | ||||||
| 1167 Hwy 78 | Mt Horeb | WI | 53572 | Charity | Historical Educat | $0 |
| Prison Fellowship | ||||||
| PO Box 1550 | Merrifield | VA | 22116 | Charity | Leadership training | $0 |
| Redeemer EFC | ||||||
| 7735 W Howard Ave | Milwaukee | WI | 53220 | Charity | Missions | $1,000 |
| March of Dimes | ||||||
| 515 Madison ST | New York | NY | 10022 | Charity | Charitable | $0 |
| Lifelink International Adoption | ||||||
| 5705 Lacy Rd | Fitchburg | WI | 53711 | Charity | Childrens charity | $3,400 |
| Lifeline Childrens Services | ||||||
| 2104 Rocky Ridge Rd | Birmingham | AL | 35216 | Charity | Childrens charity | $6,168 |
| CRU | ||||||
| 2423 American Lane | Madison | WI | 53704 | Charity | Research | $1,800 |
| Prairie Du Chien Foundation | ||||||
| PO Box 117 | Prairie Du Chien | WI | 53821 | Charity | Historical Education | $375 |
| Navigators Camp | ||||||
| 9729 County rd A | Mount Horeb | WI | 53572 | Charity | Charitable | $200 |
| Carrige Museum of America | ||||||
| 4089 Iron Works Pkwy | Lexington | KY | 40511 | Charity | Historical | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,043 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $948 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | William Thousand CPA Tax return prep | CategoryTxt |
| Amt | $505 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Income | Desc |
| Amt | $1,945 | Amt |