HOWARD W AND REBECCA S KIETZKE FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HOWARD W AND REBECCA S KIETZKE FAMILY FOUNDATION INC (EIN 20-0516413)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-11
IRS object ID
201431019349100113
Schema version
2013v3.1
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)
Return2014-04-11T12:26:13-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM W THOUSAND CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 64AddressLine1
CityMT HOREBCity
StateWIState
ZIP Code53572ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

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 IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHOWABusinessNameControlTxt
Phone6088326470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19729 County Hwy AAddressLine1
CityMount HorebCity
StateWIState
ZIP Code53572ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD KIETZKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6088326470PhoneNum
Signature2014-04-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM W THOUSAND CPAPreparerPersonNm
Phone6084377730PhoneNum
Preparation2014-04-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$90,826FMVAssetsEOYAmt
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$2,067DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$6,526CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,067TotalRevAndExpnssAmt
Total Net Invst Incm$6,526TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,105ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,905ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,905TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,038ExcessRevenueOverExpensesAmt
Net Investment Income$6,526NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$6,037SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,037SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$83,103CorporateStockBOYAmt
Corporate Stock EOY$59,554CorporateStockEOYAmt
Corporate Stock EOYFMV$84,789CorporateStockEOYFMVAmt
Total Assets BOY$83,103TotalAssetsBOYAmt
Total Assets EOY$65,591TotalAssetsEOYAmt
Total Assets EOYFMV$90,826TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$83,103CapitalStockBOYAmt
Capital Stock EOY$65,591CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$83,103TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,591TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$83,103TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$65,591TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$83,103TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,038ExcessRevenueOverExpensesAmt
Other Increases$6,526OtherIncreasesAmt
Subtotal$65,591SubtotalAmt
Tot Net Ast Or Fund Balances EOY$65,591TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Delaware Select Growth AP2011-12-222013-05-08$8,250$0$6,346$1,904$0$0$0$1,904
Invesco Trimark Sm Co FdP2011-12-222013-05-08$3,976$0$3,413$563$0$0$0$563
Sunamerica Style Select Ser FocusedP2011-12-222013-05-08$4,000$0$3,089$911$0$0$0$911
Tweedy Browne Global ValueP2004-02-132013-05-08$8,976$0$7,322$1,654$0$0$0$1,654
Tweedy Browne Global ValueP2008-12-302013-12-13$7,976$0$6,482$1,494$0$0$0$1,494
FieldValueIRS element (for citing)
Capital Gain Net Income$6,526CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,690AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$83,103NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032369DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$83,339NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$150AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$84,514NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.001775DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,860AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$77,240NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.024081DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$64,271NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.026451DistributionYr5Rt
Total Distribution0.084676TotalDistributionRt
Average Distribution0.021169AverageDistributionRt
Net Investment Income Pct$65NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$65AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,905QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$65InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$65SubtotalAmt
Tax Based On Investment Income$65TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$65TaxDueAmt
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
Phone4145290689PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111307 Seven Mile RoadAddressLine1
CityFranksvilleCity
StateWIState
ZIP Code53126ZIPCode
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 AAddressLine1
CityMt HorebCity
StateWIState
ZIP Code53572ZIPCode
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$65TaxBasedOnInvestmentIncomeAmt
Total Tax$65TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,905ExpensesAndContributionsAmt
Qualifying Distributions$27,905QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$65PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,840AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$4,352UndistributedIncomePYAmt
Excess Distribution Cyov Yr1$2,690ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,690TotalExcessDistributionCyovAmt
Qualifying Distributions$27,905QualifyingDistributionsAmt
Remaining Distri From Corpus$27,905RemainingDistriFromCorpusAmt
Total Corpus$30,595TotalCorpusAmt
Taxable2$4,352Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$30,595ExcessDistriCyovToNextYrAmt
Excess From Year1$2,690ExcessFromYear1Amt
Excess From Current Year$27,905ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Prairie Du Chien Foundation
PO Box 117Prairie Du ChienWI53821CharityHistorical Educat$615
CRV
2423 American LaneMadisonWI53704CharityResearch$0
Hauge Log Church
1167 Hwy 78Mt HorebWI53572CharityHistorical Educat$100
Prison Fellowship
PO Box 1550MerrifieldVA22116CharityLeadership training$40
Redeemer EFC
7735 W Howard AveMilwaukeeWI53220CharityMissions$200
March of Dimes
515 Madison STNew YorkNY10022CharityCharitable$50
Lifelink International Adoption
5705 Lacy RdFitchburgWI53711CharityChildrens charity$2,750
Lifeline Childrens Services
2104 Rocky Ridge RdBirminghamAL35216CharityChildrens charity$22,350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,105TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,067ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,527ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,594ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,594TotalIncomeProducingActyAmt

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

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionInvestment IncomeDescription
Amount$6,526Amount

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