KALSCHEUR FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KALSCHEUR FAMILY FOUNDATION (EIN 39-6681490)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-01
- IRS object ID
- 201441829349100509
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-01T14:44:42-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150 | AddressLine1 |
| City | BARABOO | City |
| State | WI | State |
| ZIP Code | 539130150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 DRIVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53717 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM TEELIN | PersonNm |
| Person Title | ACCOUNTANT | PersonTitleTxt |
| Phone | 6088262208 | PhoneNum |
| Signature | 2014-06-20 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,594,222 | 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 |
| Interest On Sav Rev And Expnss | $14,834 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,834 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $647,850 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,107,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $647,850 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $799,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $799,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,976 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,390 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,586 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,386 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,193 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,193 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,892 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,892 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,667 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $376,046 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $376,046 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $487,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $311,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $727,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $496,481 | CashBOYAmt |
| Cash EOY | $803,838 | CashEOYAmt |
| Cash EOYFMV | $803,838 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,990,158 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,840,480 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,356,506 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,289,457 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,443,624 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,433,878 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,776,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,087,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,594,222 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,776,096 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,087,942 | 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 | $6,776,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,087,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,776,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,087,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,776,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $311,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,087,942 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,087,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SECURITIES | $541,001 | $480,604 | $60,397 | $60,397 | |
| SECURITIES | $1,463,325 | $978,766 | $484,559 | $484,559 | |
| CAPITAL GAINS DIVIDENDS | $102,894 | $102,894 | $102,894 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $647,850 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $424,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,264,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051397 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $404,562 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,800,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051867 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $323,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,962,767 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046402 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $301,186 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,736,424 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052504 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $230,624 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,185,283 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037286 | DistributionYr5Rt |
| Total Distribution | 0.239456 | TotalDistributionRt |
| Average Distribution | 0.047891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,511,681 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $455,524 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $462,803 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $407,825 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,560 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,998 | 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 | BusinessNameLine1 |
| 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 DRIVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53717 | ZIPCode |
| 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 | AddressLine1 |
| City | BARABOO | City |
| State | WI | State |
| ZIP Code | 539132581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,976 | 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 60 GRANTS TO EXEMPT ORGANIZATIONS IN 2013. | Description1Txt |
| Expenses1 | $376,046 | 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 | $8,747,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $908,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,656,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,656,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,511,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $475,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $475,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,558 | TotalTaxAmt |
| Distributable Before Adj | $461,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $461,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $461,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $407,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $407,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $461,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $15,083 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $19,425 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,612 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $407,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $407,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $53,201 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $53,201 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,919 | 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 | $5,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,919 | ExcessFromYear1Amt |
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 | AddressLine1 |
| City | MOUNT HOREB | City |
| State | WI | State |
| ZIP Code | 535721236 | ZIPCode |
| 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 IRS 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE DUGOUT CLUB INC | |||||||
| 5002 MARATHON DRIVE | MADISON | WI | 53702 | N/A | PC | SUPPORT GENERAL MISSION | $2,500 |
| KNIGHTS OF COLUMBUS | |||||||
| 4297 WEST BELTLINE HWY | MADISON | WI | 53704 | N/A | PC | SUPPORT GENERAL MISSION | $200 |
| WHITETAILS UNLIMITED NATIONAL HEADQUARTERS | |||||||
| 2100 MICHIGAN ST | STURGEON BAY | WI | 54235 | N/A | PC | SUPPORT GENERAL MISSION | $300 |
| BELLEVILLE POLICE ASSOCIATION | |||||||
| 31 EAST MAIN ST PO BOX 79 | BELLEVILLE | WI | 53508 | N/A | PC | SUPPORT GENERAL MISSION | $200 |
| WISCONSIN HEIGHTS PARENT TEACHER ORGANIZATION | |||||||
| 314 ANNE STREET | MAZOMANIE | WI | 53560 | N/A | PC | SUPPORT GENERAL MISSION | $200 |
| GREEN COUNTY VETERANS MEMORIAL PK PROJECT | |||||||
| 26 S JACKSON ST | JANESVILLE | WI | 53548 | N/A | PC | SUPPORT GENERAL MISSION | $5,000 |
| ST MARIA GORETTI CATHOLIC PARISH | |||||||
| 5313 FLAD AVE | MADISON | WI | 53711 | N/A | PC | SUPPORT GENERAL MISSION | $17,760 |
| SACRED HEART BUILDINGS & GROUNDS FUND | |||||||
| 315 COLUMBUS ST | SUN PRAIRIE | WI | 53590 | N/A | PC | SUPPORT GENERAL MISSION | $100 |
| MAD CITY SKI TEAM | |||||||
| 6516 MONONA DR | MADISON | WI | 53716 | N/A | PC | SUPPORT GENERAL MISSION | $300 |
| CATHOLIC CHARITIES DIOCESE OF MADISON | |||||||
| 702 S HIGH POINT RD | MADISON | WI | 53719 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| ST RITA CATHOLIC CHURCH | |||||||
| 4339 DOUGLAS AVE | RACINE | WI | 53402 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| MIDDLETON PUBLIC LANDS RECREATION & FORESTRY LAKEVIEW PARK POND PROJECT | |||||||
| 7426 HUBBARD AVE | MIDDLETON | WI | 53562 | N/A | PC | SUPPORT GENERAL MISSION | $500 |
| UW PROVISION CO | |||||||
| 2315 PLEASANT VIEW RD | MIDDLETON | WI | 53562 | N/A | PC | SUPPORT GENERAL MISSION | $12,286 |
| AMERICAN CANCER SOCIETY | |||||||
| N19W24350 RIVERWOOD DR | WAUKESHA | WI | 53188 | N/A | PC | SUPPORT GENERAL MISSION | $1,200 |
| DOMESTIC ABUSE INTERVENTION SVC | |||||||
| PO BOX 1761 | MADISON | WI | 53701 | N/A | PC | SUPPORT GENERAL MISSION | $500 |
| ST FRANCIS XAVIER CATHOLIC CHURCH | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 53528 | N/A | PC | SUPPORT GENERAL MISSION | $6,500 |
| HOSPICE MONROE CLINIC | |||||||
| 515 22ND AVE | MONROE | WI | 53566 | N/A | PC | SUPPORT GENERAL MISSION | $6,500 |
| CARE NET | |||||||
| 1350 MACARTHUR RD | MADISON | WI | 53714 | N/A | PC | SUPPORT GENERAL MISSION | $200 |
| ASHTON HOME TALENT | |||||||
| N2782 CTY RD V | LODI | WI | 53713 | N/A | PC | SUPPORT GENERAL MISSION | $200 |
| LIONS CLUB OF CROSS PLAINS | |||||||
| 2501 CENTER ST | CROSS PLAINES | WI | 53528 | N/A | PC | SUPPORT GENERAL MISSION | $500 |
| DRYHOOTCH OF AMERICA | |||||||
| 1030 E BRADY ST | MILWAUKEE | WI | 53202 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| NEW GLARUS FIRE DEPARTMENT | |||||||
| 212 4TH AVENUE | NEW GLARUS | WI | 53574 | N/A | PC | SUPPORT GENERAL MISSION | $1,500 |
| ST MARY'S CONGREGATION OF PINE BLUFF | |||||||
| 3673 COUNTY HIGHWAY P | CROSS PLAINS | WI | 53528 | N/A | PC | SUPPORT GENERAL MISSION | $7,300 |
| CAMP INDIAN SANDS | |||||||
| PO BOX 170497 | MILWAUKEE | WI | 53217 | N/A | PC | SUPPORT GENERAL MISSION | $300 |
| MENDOTA GRIDIRON CLUB | |||||||
| 1440 MONROE ST | MADISON | WI | 53711 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| SHARING AND CARING HANDS | |||||||
| 525 N 7TH ST | MINNEAPOLIS | MN | 55405 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| NEW GLARUS LIONS CLUB | |||||||
| 100 6TH AVENUE | NEW GLARUS | WI | 53574 | N/A | PC | SUPPORT GENERAL MISSION | $5,000 |
| THE AMERICAN LEGION POST 113 | |||||||
| 102 S 3RD ST | MOUNT HOREB | WI | 53572 | N/A | PC | SUPPORT GENERAL MISSION | $5,000 |
| WISCONSIN HEIGHTS HIGH SCHOOL | |||||||
| 10173 US 14 | MAZOMANIE | WI | 53560 | N/A | PC | SUPPORT GENERAL MISSION | $400 |
| MT HOREB - BARNEVELD YOUTH WRESTLING | |||||||
| PO BOX 232 | MOUNT HOREB | WI | 53572 | N/A | PC | SUPPORT GENERAL MISSION | $3,000 |
| HAWTHORNE ELEMENTARY | |||||||
| 3344 CONCORD AVE | MADISON | WI | 53714 | N/A | PC | SUPPORT GENERAL MISSION | $300 |
| GILDA'S CLUB OF MADISON WISCONSIN INC | |||||||
| 7907 UW HEALTH COURSE | MIDDLETON | WI | 53562 | N/A | PC | SUPPORT GENERAL MISSION | $5,000 |
| ST VINCENT DEPAUL | |||||||
| 233 FISH HATCHERY RD PO BOX 80 | MADISON | WI | 53725 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| SCHOOL SISTERS OF ST FRANCIS | |||||||
| 1501 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | SUPPORT GENERAL MISSION | $8,000 |
| EDGEWOOD HIGH SCHOOL | |||||||
| 2219 MONROE ST | MADISON | WI | 53711 | N/A | PC | SUPPORT GENERAL MISSION | $5,000 |
| MIDDLETON CARDINAL BOOSTER CLUB | |||||||
| 2100 BRISTOL STREET | MIDDLETON | WI | 53562 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| BUCKETS FOR HUNGER INC | |||||||
| 4761 COOLIDGE ST | OREGON | WI | 53575 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| YOUNG LIFE - MT HOREB | |||||||
| PO BOX 323 | MT HOREB | WI | 53572 | N/A | PC | SUPPORT GENERAL MISSION | $8,000 |
| BLACKHAWK CHURCH | |||||||
| 9620 BRADER WAY | VERONA | WI | 53593 | N/A | PC | SUPPORT GENERAL MISSION | $8,000 |
| MT HOREB HISTORICAL SOCIETY | |||||||
| 100 SOUTH 2ND STREET | MOUNT HOREB | WI | 53572 | N/A | PC | SUPPORT GENERAL MISSION | $25,000 |
| AMPUTEE COALITION OF AMERICA | |||||||
| 9303 CENTER STREET SUITE 100 | MANASSAS | VA | 20110 | N/A | PC | SUPPORT GENERAL MISSION | $2,500 |
| ST PETERS CATHOLIC SCHOOL | |||||||
| 7129 HWY K | MIDDLETON | WI | 535623912 | N/A | PC | SUPPORT GENERAL MISSION | $10,000 |
| APOSTOLATE OF THE HANDICAPPED | |||||||
| 515 22ND AVE | MONROE | WI | 53566 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| COTS INC | |||||||
| PO BOX 1645 | APPLETON | WI | 54912 | N/A | PC | SUPPORT GENERAL MISSION | $3,000 |
| MIDDLETON OUTREACH MINISTRY | |||||||
| 7432 HUBBARD AVE | MIDDLETON | WI | 53562 | N/A | PC | SUPPORT GENERAL MISSION | $50,000 |
| VALLEY OF OUR LADY MONASTERY | |||||||
| E11096 YANKE DR | PRAIRIE DU SAC | WI | 53578 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| MIDDLETON VFW 8216 | |||||||
| 6710 CENTURY AVE | MIDDLETON | WI | 53562 | N/A | PC | SUPPORT GENERAL MISSION | $9,000 |
| NFL KIDS CHRISTMAS | |||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | N/A | PC | SUPPORT GENERAL MISSION | $3,000 |
| UW ATHLETIC DEPT OF WI FO | |||||||
| 1440 MONROE ST | MADISON | WI | 53711 | N/A | PC | SUPPORT GENERAL MISSION | $50,000 |
| ST MARIA GORETTI SCHOOL ENDOWMENT FD | |||||||
| 5313 FLAD AVE | MADISON | WI | 53711 | N/A | PC | SUPPORT GENERAL MISSION | $37,000 |
| EMPTY STOCKING CLUB | |||||||
| PO BOX 8056 | MADISON | WI | 53708 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| ST PAUL UNIVERSITY CATHOLIC CENTER | |||||||
| 723 STATE STREET | MADISON | WI | 53791 | N/A | PC | SUPPORT GENERAL MISSION | $10,000 |
| AMERICAN LEGION POST 245 | |||||||
| 2217 AMERICAN LEGION DR | CROSS PLAINS | WI | 53528 | N/A | PC | SUPPORT GENERAL MISSION | $8,000 |
| ST FRANCIS OF ASSISSI MISSION | |||||||
| 1355 FARNHAM ST | PORTAGE DES SIOUX | MO | 63373 | N/A | PC | SUPPORT GENERAL MISSION | $5,000 |
| ST FRANCIS SCHOOL FOUNDATION | |||||||
| 2939 THINNES ST | CROSS PLAINS | WI | 53528 | N/A | PC | SUPPORT GENERAL MISSION | $32,000 |
| WISCONSIN DIALYSIS CLINIC | |||||||
| 3034 FISH HATCHERY ROAD | FITCHBURG | WI | 537133125 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| THE CHURCH | |||||||
| 2833 RARITAN RD | MADISON | WI | 53711 | N/A | PC | SUPPORT GENERAL MISSION | $6,000 |
| YAHARA HOUSE | |||||||
| 625 WEST WASHINGTON AVE | MADISON | WI | 53703 | N/A | PC | SUPPORT GENERAL MISSION | $500 |
| WISCONSIN AMPUTEE GOLF ASSOCIATION | |||||||
| 512 13TH AVE | NEKOOSA | WI | 54457 | N/A | PC | SUPPORT GENERAL MISSION | $300 |
| WISCONSIN WRESTLING | |||||||
| 114 8TH CT | RACINE | WI | 53403 | N/A | PC | SUPPORT GENERAL MISSION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $376,046 | 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 | $14,834 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,343 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $647,850 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $799,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $799,027 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,386 | Amt |
| Net Investment Income | $1,193 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,193 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,840,480 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,356,506 | 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 | $2,443,624 | BookValueAmt |
| EOYFMV | $3,433,878 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $46,892 | Amt |
| Net Investment Income | $46,892 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $8,214 | $0 | $0 |
| FOREIGN TAX | $2,667 | $2,667 | $0 |
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