BETA

FOTSCH FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FOTSCH FAMILY FOUNDATION (EIN 46-2601906)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-13
IRS object ID
201421039349100502
Schema version
2013v3.0
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)
Return2014-04-13T15:31:27-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462601906EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOTSCH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFOTSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line120985 CARRINGTON DRIVEAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code53045ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM FOTSCHPersonNm
Person TitleOFFICERPersonTitleTxt
Signature2014-04-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARLAN TEN PASPreparerPersonNm
PTINP01022821PTIN
Phone3126343400PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,417,553FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,509,441ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14,463InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,463InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$188,531DividendsRevAndExpnssAmt
Dividends Net Invst Incm$188,531DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$502,530NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,180,654GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$502,530CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,214,965TotalRevAndExpnssAmt
Total Net Invst Incm$705,524TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,334OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,334TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$586,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$586,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$587,334TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$586,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,627,631ExcessRevenueOverExpensesAmt
Net Investment Income$705,524NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$16,955CashEOYAmt
Cash EOYFMV$16,955CashEOYFMVAmt
Sav And Temp Cash Invst EOY$2,165,570SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,165,570SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$11,237,047CorporateStockEOYAmt
Corporate Stock EOYFMV$22,037,837CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$1,208,059CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,197,191CorporateBondsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$14,627,631TotalAssetsEOYAmt
Total Assets EOYFMV$25,417,553TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$14,627,631RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,627,631TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,627,631TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,627,631ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,627,631SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,627,631TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
79,940 SHS FID FHIGX/ #37P1998-01-012013-10-25$1,022,411$1,009,501$12,910$12,910
23,088 SHS FID GOVT SEC - 54P1988-10-312013-10-25$238,019$225,673$12,346$12,346
28,874 SHS EXCELONP2008-06-212013-11-26$795,742$415,619$380,123$380,123
1,888 SHS SEARSP1980-02-082013-11-26$117,996$27,331$90,665$90,665
VARIOUS LT GAINSP2011-01-012013-12-31$5,777$5,777$5,777
VARIOUS ST GAINSP2013-01-012013-12-31$709$709$709
FieldValueIRS element (for citing)
Capital Gain Net Income$502,530CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,110InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,110SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,110TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$14,110TaxDueAmt

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 Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS FOTSCHIndividualWithBooksNm
Phone2627823806PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120985 CARRINGTON DRIVEAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code53045ZIPCode
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALDINE D FOTSCH
1545 GREENWAY TERRACEELM GROVEWI53122PRESIDENT0.00$0$0$0
THOMAS A FOTSCH
20985 CARRINGTON DRIVEBROOKFIELDWI53045VICE PRESIDENT/SECRETARY/TREASURER0.00$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$7,265,506AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$79,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,344,582TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,344,582AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$110,169CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,234,413NetVlNoncharitableAssetsAmt
Minimum Investment Return$361,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$361,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,110TaxBasedOnInvestmentIncomeAmt
Total Tax$14,110TotalTaxAmt
Distributable Before Adj$347,611DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$347,611DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$347,611DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$586,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$586,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$586,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$347,611DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$269,182ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$622,467ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$891,649TotalExcessDistributionCyovAmt
Qualifying Distributions$586,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$347,611AppliedToCurrentYearAmt
Remaining Distri From Corpus$238,389RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,130,038TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,130,038ExcessDistriCyovToNextYrAmt
Excess From Year2$269,182ExcessFromYear2Amt
Excess From Year1$622,467ExcessFromYear1Amt
Excess From Current Year$238,389ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERALDINE D FOTSCHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ALZHEIMER'S ASSOCIATION
2900 CURRY LANE SUITE AGREEN BAYWI54311501(C)(3)CHARITABLE CONTRIBUTION$15,000
AMERICAN CANCER SOCIETY
234 W FLORIDA STMILWAUKEEWI53204501(C)(3)CHARITABLE CONTRIBUTION$30,000
AMERICAN RED CROSS
2600 W WISCONSIN AVEMILWAUKEEWI53233501(C)(3)CHARITABLE CONTRIBUTION$40,000
BLOOD CENTER RESEARCH FOUNDATION
PO BOX 2178MILWAUKEEWI53201501(C)(3)CHARITABLE CONTRIBUTION$7,500
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE
1558 N 6TH STREETMILWAUKEEWI53212501(C)(3)CHARITABLE CONTRIBUTION$10,000
GIRLS & BOY'S TOWN USA
14100 CRAWFORD STBOYS TOWNNE68010501(C)(3)CHARITABLE CONTRIBUTION$10,000
CATHOLIC STEWARDSHIP APPEAL
3501 S LAKE DRIVE PO BOX 070912MILWAUKEEWI53207501(C)(3)CHARITABLE CONTRIBUTION$35,000
ARCHDIOCESE OF MILWAUKEE COMBINED COLLECTIONS- FOREIGN
3501 S LAKE DRIVE PO BOX 070912MILWAUKEEWI53207501(C)(3)CHARITABLE CONTRIBUTION$17,500
ARCHDIOCESE OF MILWAUKEE COMBINED COLLECTIONS- US
3501 S LAKE DRIVE PO BOX 070912MILWAUKEEWI53207501(C)(3)CHARITABLE CONTRIBUTION$17,500
CRISTO REY JESUIT HIGH SCHOOL
1250 W WISCONSIN AVEMILWAUKEEWI53233501(C)(3)CHARITABLE CONTRIBUTION$32,000
ELM GROVE POLICE
13600 JUNEAU BLVDELM GROVEWI53122501(C)(3)CHARITABLE CONTRIBUTION$1,000
FOUNDATION FOR RELIG RT
3501 S LAKE DRIVE PO BOX 070912MILWAUKEEWI53207501(C)(3)CHARITABLE CONTRIBUTION$6,000
MANITOWISH WATERS FIRE DEPT
STATE HIGHWAY 51 AND AIRPORT ROADMANITOWISH WATERSWI54545501(C)(3)CHARITABLE CONTRIBUTION$1,000PO BOX 267
MARQUETTE UNIVERSITY POP SCHOLARSHIP
1250 W WISCONSIN AVEMILWAUKEEWI53233501(C)(3)CHARITABLE CONTRIBUTION$50,000
MEDICAL COLLEGE OF WISCONSIN
8701 W WATERTOWN PLANK ROADMILWAUKEEWI53226501(C)(3)CHARITABLE CONTRIBUTION$50,000
NATIVITY JESUIT MIDDLE SCHOOL
1515 S 29TH STREETMILWAUKEEWI53215501(C)(3)CHARITABLE CONTRIBUTION$20,000
NORTH LAKELAND DIS CTR - MISC
215 COUNTY HWY WMANITOWISH WATERSWI54545501(C)(3)CHARITABLE CONTRIBUTION$1,000
ORDER OF SAINT CAMILLUS
10200 W BLUE MOUND RDWAUWATOSAWI53226501(C)(3)CHARITABLE CONTRIBUTION$18,500
POTAWATOMI BOY SCOUT GROUP
804 BLUEMOUND ROADWAUKESHAWI53188501(C)(3)CHARITABLE CONTRIBUTION$4,000
QUEEN OF PEACE PARISH
3222 SOUTH 29TH STREETMILWAUKEEWI53215501(C)(3)CHARITABLE CONTRIBUTION$2,000
SALVATION ARMY
324 N JACKSON STMILWAUKEEWI53202501(C)(3)CHARITABLE CONTRIBUTION$42,000
SCHOOL SISTERS OF ND
13105 WATERTOWN PLANK RDELM GROVEWI53122501(C)(3)CHARITABLE CONTRIBUTION$4,500
ST JEROMES
995 S SILVER LAKE STOCONOMIWOCWI53066501(C)(3)CHARITABLE CONTRIBUTION$50,000
ST JOSEPH INDIAN SCHOOL
1355 WEST WISCONSIN AVENUEMILWAUKEEWI53233501(C)(3)CHARITABLE CONTRIBUTION$2,000
ST MARY'S PARISH
1260 CHURCH STREETELM GROVEWI53122501(C)(3)CHARITABLE CONTRIBUTION$20,000
SHARON LYNNE WILSON CENTER
19805 W CAPITOL DRIVEBROOKFIELDWI53045501(C)(3)CHARITABLE CONTRIBUTION$2,500
UNITED WAY OF GREATER MILWAUKEE INC
225 W VINE STREETMILWAUKEEWI53212501(C)(3)CHARITABLE CONTRIBUTION$5,000
UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556501(C)(3)CHARITABLE CONTRIBUTION$75,000
USO WISCONSIN
750 N LINCOLN MEMORIAL DRIVE 313MILWAUKEEWI53202501(C)(3)CHARITABLE CONTRIBUTION$1,000
WOMENS CENTER
PO BOX 554WAUKESHAWI53187501(C)(3)CHARITABLE CONTRIBUTION$10,000
WOUNDED WARRIOR
230 W MONROE STREET SUITE 200CHICAGOIL60606501(C)(3)CHARITABLE CONTRIBUTION$2,000
VALLEY OF OUR LADY MONASTERY
YANKE DRIVEPRAIRIE DU SACWI53578501(C)(3)CHARITABLE CONTRIBUTION$2,000
ST PATRICKS RENOVATION
723 W WASHINGTON STMILWAUKEEWI53204501(C)(3)CHARITABLE CONTRIBUTION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$586,000TotalGrantOrContriPdDurYrAmt
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$14,463ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$188,531ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$502,530ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$705,524ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$705,524TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
THE FOTSCH FOUNDATION
120985 CARRINGTON DRIVEBROOKFIELDWI53045$14,130,306Yes (X)
GERALDINE D FOTSCH
21545 FREENWAY TERRACEELM GROVEWI53122$9,935,122Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1VARIOUS MARKETABLE SECURITIES $13,629,552CASH AND MONEY MARKETS $500,754$14,130,3062013-10-01
2VARIOUS MARKETABLE SECURITIES AND MUTUAL FUNDS$9,633,1222013-08-28

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationSTATE FILINGS DO NOT REQUIRE FORM 990-PFExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$1,208,059EOYBookValueAmt
EOYFMV$1,197,191EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS$10,767,562$21,540,658
FIDELITY MUTUAL FUNDS$469,485$497,179

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOPERATING COSTSDesc
Revenue And Expenses Per Books$1,334RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
GERALDINE FOTSCH
1545 GREENWAY TERRACEELM GROVEWI53122
THE FOTSCH FOUNDATION
20985 CARRINGTON DRIVEBROOKFIELDWI53045

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