TAUSCHER FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TAUSCHER FAMILY FOUNDATION INC (EIN 45-4168653)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349101551
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T12:06:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH & ASSOCIATES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 BAKEWELL ST | AddressLine1 |
| City | COVINGTON | City |
| State | KY | State |
| ZIP Code | 410111227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454168653 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAUSCHER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TAUS | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2964 NESSIE LN | AddressLine1 |
| City | SUN PRAIRIE | City |
| State | WI | State |
| ZIP Code | 53590 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH TAUSCHER | Name |
| Title | DIRECTOR | Title |
| Date Signed | 2013-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R FREDERICK KEITH | Name |
| Phone | 8592616800 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 480098 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 8048 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8048 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2826 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2826 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2826 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10874 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10874 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 4046 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 555 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 3656 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3656 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 25 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 25 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 8292 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3681 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 33292 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3681 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22418 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7193 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 500000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 148609 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 148609 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock EOY | 119944 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 124172 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 207500 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 207317 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 500000 | TotalAssetsBOY |
| Total Assets EOY | 476053 | TotalAssetsEOY |
| Total Assets EOYFMV | 480098 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 500000 | RetainedEarningsBOY |
| Retained Earnings EOY | 476053 | RetainedEarningsEOY |
| Total Net Assets BOY | 500000 | TotalNetAssetsBOY |
| Total Net Assets EOY | 476053 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 500000 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 476053 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 500000 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22418 | ExcessOfRevenueOverExpenses |
| Subtotal | 477582 | Subtotal |
| Other Decreases | 1529 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 476053 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2826 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 144 | InvestmentIncomeExciseTax |
| Subtotal | 144 | Subtotal |
| Tax Based On Investment Income | 144 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 144 | TaxPaidWithExtension |
| Total Credits And Payments | 144 | TotalCreditsAndPayments |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NA | WebsiteAddress |
| Books In Care Of Person Name | SARAH TAUSCHER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6083470253 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2964 NESSIE LANE | AddressLine1 |
| City | SUN PRAIRIE | City |
| State | WI | State |
| ZIP Code | 53590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SARAH TAUSCHER | ||||||||
| 2964 NESSUE LANE | SUN PRAIRIE | WI | 53590 | DIRECTOR/PRE | 1.00 | 0 | 0 | 0 |
| MARK TAUSCHER | ||||||||
| 2964 NESSIE LANE | SUN PRAIRIE | WI | 53590 | DIRECTOR/VP/ | 1.00 | 0 | 0 | 0 |
| CRIAG TAUSCHER | ||||||||
| 2410 CRINSON RIDGE CR NW | ROCHERSTER | MN | 55901 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 62086 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 324305 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 103658 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 490049 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 490049 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7351 | CashDeemedCharitable |
| Net Noncharitable Assets | 482698 | NetNoncharitableAssets |
| Minimum Investment Return | 24135 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24135 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 144 | TaxBasedOnInvestmentIncome |
| Total Tax | 144 | TotalTax |
| Distributable Amount Before Adj | 23991 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 23991 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 23991 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25000 | ExpensesAndContributions |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| Adj Qualifying Distributions | 25000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23991 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 274 | UndistributedIncomePriorYear |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| Applied To Year1 | 274 | AppliedToYear1 |
| Applied To Current Year | 23991 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 735 | RemainingDistriFromCorpus |
| Total Corpus | 735 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 735 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 735 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| OPPORTUNITY INTERNATIONAL | |||||
| 2122 YORK RD STE 150 | OAK BROOK | IL | 60523 | GENERAL | $5,000 |
| UNIV WISCONSIN ATHLETICS | |||||
| 1440 MONROE ST | MADISON | WI | 53711 | GENERAL | $10,000 |
| WISCONSIN FOUNDATION | |||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8048 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2826 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10874 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10874 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KEITH & ASSOCIATES | Category |
| Amount | $555 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| SARAH TAUSCHER |
| MARK TAUSCHER |
| CRIAG TAUSCHER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 207500 | EOYBookValue |
| EOYFMV | 207317 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 119944 | EOYBookValue |
| EOYFMV | 124172 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOLEY & LARDNER | Category |
| Amount | $4,046 | Amount |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| US TREASURY | $850 |
| BOOK TO TAX ADJUSTMENT | $679 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| WI ANNUAL REPORT | 10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US BANK | Category |
| Amount | $3,656 | Amount |
| Net Investment Income | 3656 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $25 | Amount |
| Net Investment Income | 25 | NetInvestmentIncome |
Comments