KALSCHEUR FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KALSCHEUR FAMILY FOUNDATION (EIN 39-6681490)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521389349100317
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T13:37:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150 | AddressLine1Txt |
| City | BARABOO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 539130150 | 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 | 396681490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALSCHEUR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALS | BusinessNameControlTxt |
| Phone | 6088262208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537172912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM TEELIN | PersonNm |
| Person Title | ACCOUNTANT | PersonTitleTxt |
| Phone | 6088262208 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY MERING CPA | PreparerPersonNm |
| PTIN | P01248611 | PTIN |
| Phone | 6083563966 | PhoneNum |
| 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 | $11,194,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $201,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,625 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,625 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $151,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,843 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,033,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,042,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,033,857 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,398,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,197,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,507 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,403 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,104 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,153 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,104 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $510,428 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $510,428 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $638,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $537,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $760,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,118,886 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $803,838 | CashBOYAmt |
| Cash EOY | $536,405 | CashEOYAmt |
| Cash EOYFMV | $536,405 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,840,480 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,868,548 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,420,895 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,443,624 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,187,736 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,236,772 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,087,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,592,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,194,072 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,087,942 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,592,689 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,087,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,592,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,087,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,592,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,087,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $760,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,848,388 | SubtotalAmt |
| Other Decreases | $255,699 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,592,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $1,644,336 | $839,745 | $804,591 | $804,591 |
| SECURITIES | P | $219,127 | $168,459 | $50,668 | $50,668 |
| CAPITAL GAINS DIVIDENDS | P | $178,598 | $178,598 | $178,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,033,857 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $407,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,511,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042876 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $424,771 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,264,536 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051397 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $404,562 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,800,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $323,083 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,962,767 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046402 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $301,186 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,736,424 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052504 | DistributionYr5Rt |
| Total Distribution | 0.245046 | TotalDistributionRt |
| Average Distribution | 0.049009 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,905,927 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $534,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $545,678 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $537,532 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,378 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,378 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $62 | EsPenaltyAmt |
| Tax Due | $7,880 | TaxDueAmt |
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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM TEELIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6084951379 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537172912 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARABOO NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 3RD AVE | AddressLine1Txt |
| City | BARABOO | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 539132581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $43,507 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION AWARDED 57 GRANTS TO EXEMPT ORGANIZATIONS IN 2014. | Description1Txt |
| Expenses1 | $510,428 | Expenses1Amt |
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 | $10,320,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $751,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,072,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,072,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,905,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $545,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $545,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,378 | TotalTaxAmt |
| Distributable Before Adj | $522,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $522,918 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $522,918 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $537,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $537,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $537,532 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $522,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,919 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $537,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $522,918 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,614 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,533 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,919 | ExcessFromYear2Amt |
| Excess From Current Year | $14,614 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KALSCHEUR FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3234 VALLEY SPRING RD | AddressLine1Txt |
| City | MOUNT HOREB | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535721236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6083553040 | RecipientPhoneNum |
| Form And Info And Materials | AMOUNT OF GRANT FUNDS REQUESTED AND PROPOSED USE OF THE FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROVIDE GRANTS TO ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN LEGION POST 245 | |||||||
| 2217 AMERICAN LEGION DR | CROSS PLAINS | WI | 535289604 | N/A | PC | GENERAL SUPPORT | $8,000 |
| AMERICAN LEGION POST 481 | |||||||
| 5337 W RIVER RD | WAUNAKEE | WI | 535979529 | N/A | PC | GENERAL SUPPORT | $300 |
| BEAT THE STREETS - MADISON INC | |||||||
| 7605 NEW WASHBURN WAY | MADISON | WI | 537193070 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CATHOLIC CHARITIES INC DIOCESE OF MADISON | |||||||
| 702 S HIGH POINT RD | MADISON | WI | 537193522 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CONKERR CANCER | |||||||
| 295 E SWEDESFORD RD STE 396 | WAYNE | PA | 190871462 | N/A | PC | GENERAL SUPPORT | $500 |
| COTS INC | |||||||
| 913 S WEST AVE | APPLETON | WI | 549152394 | N/A | PC | GENERAL SUPPORT | $3,000 |
| CROSS PLAINS FIRE DEPARTMENT | |||||||
| 1501 BOURBON RD | CROSS PLAINS | WI | 535288863 | N/A | PC | GENERAL SUPPORT | $500 |
| EDGEWOOD HIGH SCHOOL OF THE SACRED HEART INC | |||||||
| 2219 MONROE ST | MADISON | WI | 537111901 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FIRST LUTHERAN CHURCH | |||||||
| 310 E WASHINGTON ST | STOUGHTON | WI | 535891740 | N/A | PC | GENERAL SUPPORT | $3,000 |
| GILDA'S CLUB MADISON WISCONSIN INC | |||||||
| 7907 UW HEALTH CT | MIDDLETON | WI | 535625531 | N/A | PC | GENERAL SUPPORT | $5,000 |
| JOURNEY MENTAL HEALTH CENTER INC | |||||||
| 625 W WASHINGTON AVE | MADISON | WI | 537032637 | N/A | PC | GENERAL SUPPORT | $500 |
| LIONS CLUB OF CROSS PLAINS | |||||||
| 2501 CENTER ST | CROSS PLAINS | WI | 535289462 | N/A | PC | GENERAL SUPPORT | $500 |
| MAD-CITY SKI TEAM INC | |||||||
| 6516 MONONA DR | MONONA | WI | 537164026 | N/A | PC | GENERAL SUPPORT | $500 |
| MBHS MAJOR LEAGUE HISTORICAL SOCIETY | |||||||
| 2614 E BOTTSFORD AVE | ST FRANCIS | WI | 532355649 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MIDDLETON CARDINAL BOOSTER CLUB | |||||||
| 2100 BRISTOL ST | MIDDLETON | WI | 535622746 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MIDDLETON OUTREACH MINISTRY INC | |||||||
| 7432 HUBBARD AVE | MIDDLETON | WI | 535623118 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MIDDLETON SPEEDWAY BLUEBIRDS BASKETBALL | |||||||
| 4227 REDTAIL PASS | MIDDLETON | WI | 535625203 | N/A | PC | GENERAL SUPPORT | $300 |
| MOUNT HOREB AREA HISTORICAL SOCIETY INC | |||||||
| 100 S 2ND ST | MOUNT HOREB | WI | 535722106 | N/A | PC | GENERAL SUPPORT | $50,000 |
| MOUNT HOREB AREA WRESTLING INC | |||||||
| 721 S 2ND ST | MOUNT HOREB | WI | 535723314 | N/A | PC | GENERAL SUPPORT | $3,000 |
| MOUNT HOREB FITNESS CENTER | |||||||
| 721 S 2ND ST | MOUNT HOREB | WI | 535723314 | N/A | PC | GENERAL SUPPORT | $3,000 |
| NATIONAL FOOTBALL LEAGUE FOUNDATION | |||||||
| 8000 MIDLANTIC DR STE 130 | MOUNT LAUREL | NJ | 080541518 | N/A | PC | GENERAL SUPPORT | $2,600 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1120 JAMES DR STE A | HARTLAND | WI | 530298310 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NEW GLARUS FIRE DEPARTMENT | |||||||
| 212 4TH AVE | NEW GLARUS | WI | 535749717 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NFL ALUMNI ASSOCIATION | |||||||
| 8000 MIDLANTIC DR STE 130 | MOUNT LAUREL | NJ | 080541518 | N/A | PC | GENERAL SUPPORT | $3,000 |
| PRIESTS FOR OUR FUTURE | |||||||
| 702 S HIGH POINT RD | MADISON | WI | 537193522 | N/A | PC | GENERAL SUPPORT | $50,000 |
| SCHOOL SISTERS OF ST FRANCIS | |||||||
| 1501 S LAYTON BLVD | MILWAUKEE | WI | 532151924 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 2033 FISH HATCHER RD | MADISON | WI | 537131238 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ST FRANCIS OF ASSISI MISSION | |||||||
| 1355 FARNHAM ST | PORTAGE DES SIOUX | MO | 633731347 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ST FRANCIS XAVIER CATHOLIC CHURCH AND SCHOOL | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 535289540 | N/A | PC | GENERAL SUPPORT | $3,500 |
| ST FRANCIS XAVIER CATHOLIC CHURCH AND SCHOOL ENDOWMENT | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 535289540 | N/A | PC | GENERAL SUPPORT | $67,500 |
| ST FRANCIS XAVIER CATHOLIC CHURCH AND SCHOOL FOUNDATION | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 535289540 | N/A | PC | GENERAL SUPPORT | $500 |
| ST FRANCIS XAVIER PARISH OF CROSS PLAINS | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 535289540 | N/A | PC | GENERAL SUPPORT | $4,500 |
| ST JAMES CATHOLIC CHURCH | |||||||
| 1204 SAINT JAMES CT | MADISON | WI | 537151345 | N/A | PC | GENERAL SUPPORT | $300 |
| ST MARIA GORETTI CATHOLIC PARISH | |||||||
| 5313 FLAD AVE | MADISON | WI | 537113600 | N/A | PC | GENERAL SUPPORT | $8,000 |
| ST MARIA GORETTI CATHOLIC PARISH OPEN APPEAL | |||||||
| 5313 FLAD AVE | MADISON | WI | 537113600 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ST MARIA GORETTI SCHOOL ENDOWMENT FUND | |||||||
| 5313 FLAD AVE | MADISON | WI | 537113600 | N/A | PC | GENERAL SUPPORT | $67,500 |
| ST MARY'S CONGREGATION OF PINE BLUFF | |||||||
| 3673 COUNTY ROAD P | CROSS PLAINS | WI | 535289179 | N/A | PC | GENERAL SUPPORT | $7,200 |
| ST PAUL UNIVERSITY CATHOLIC CENTER | |||||||
| 723 STATE ST | MADISON | WI | 537031048 | N/A | PC | GENERAL SUPPORT | $8,000 |
| ST PETER CATHOLIC PARISH | |||||||
| 7129 COUNTY ROAD K | MIDDLETON | WI | 535623912 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE CHURCH | |||||||
| 2833 RARITAN RD | MADISON | WI | 537115232 | N/A | PC | GENERAL SUPPORT | $6,000 |
| THE DUGOUT CLUB INC | |||||||
| 5002 MARATHON DR | MADISON | WI | 537054713 | N/A | PC | GENERAL SUPPORT | $1,725 |
| THE MENDOTA GRIDIRON CLUB INC | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | GENERAL SUPPORT | $500 |
| THE MONROE CLINIC INC | |||||||
| 515 22ND AVE | MONROE | WI | 535661569 | N/A | PC | GENERAL SUPPORT | $7,000 |
| U W PROVISION COMPANY INC | |||||||
| 2315 PLEASANT VIEW RD | MIDDLETON | WI | 535625524 | N/A | PC | GENERAL SUPPORT | $20,403 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | GENERAL SUPPORT | $100,000 |
| UNIVERSITY OF WISCONSIN ATHLETIC DEPARTMENT | |||||||
| 1440 MONROE ST | MADISON | WI | 537112051 | N/A | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 537264090 | N/A | PC | ELSA ESSER CRUMMY NURSING SCHOLARSHIP | $500 |
| VETERANS OF FOREIGN WARS POST 8216 | |||||||
| 6710 CENTURY AVE | MIDDLETON | WI | 535621728 | N/A | PC | GENERAL SUPPORT | $18,000 |
| WHITETAILS UNLIMITED INC | |||||||
| 2100 MICHIGAN ST | STURGEON BAY | WI | 542353710 | N/A | PC | GENERAL SUPPORT | $300 |
| WISCONSIN AMPUTEES | |||||||
| 900 E HILL AVE STE 290 | KNOXVILLE | TN | 379152568 | N/A | PC | GENERAL SUPPORT | $500 |
| WISCONSIN DIALYSIS CLINIC | |||||||
| 3034 FISH HATCHERY RD | FITCHBURG | WI | 537133125 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WISCONSIN HEIGHTS HIGH SCHOOL | |||||||
| 10173 US HIGHWAY 14 | MAZOMANIE | WI | 535609587 | N/A | PC | GENERAL SUPPORT | $500 |
| WISCONSIN HEIGHTS PARENT TEACHER ORGANIZATION | |||||||
| 314 ANNE ST | MAZOMANIE | WI | 535609302 | N/A | PC | GENERAL SUPPORT | $300 |
| WISCONSIN STATE JOURNAL YOUTH SERVICES INC | |||||||
| 1901 FISH HATCHERY RD | MADISON | WI | 537131248 | N/A | PC | EMPTY STOCKING CLUB | $1,000 |
| WISCONSIN WRESTLING | |||||||
| 114 8TH CT | RACINE | WI | 534039443 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 322566033 | N/A | PC | GENERAL SUPPORT | $500 |
| YOUNG LIFE | |||||||
| 1909 TYROL TER | MOUNT HOREB | WI | 535723628 | N/A | PC | GENERAL SUPPORT | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $510,428 | 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 | $11,625 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,843 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,033,857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,197,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,197,325 | 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 Person | JAMES KALSCHEUR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1467 SUNRISE RD | AddressLine1Txt |
| City | OREGON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535752419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,868,548 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,420,895 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB & CO, INC. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,187,736 | BookValueAmt |
| EOYFMV | $4,236,772 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN SECURITIES HELD AT COST | Desc |
| Amt | $255,699 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $56,883 | Amt |
| Net Investment Income | $56,883 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $22,558 | $0 | $0 |
| FOREIGN TAXES | $3,153 | $3,153 | $0 |
Comments