GEBHARDT FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
GEBHARDT FOUNDATION INC (EIN 39-1574609)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-08
IRS object ID
201330679349100153
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-03-08T09:32:34-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN390758449EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110000 INNOVATION DR SUITE 250AddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code532264837ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391574609EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GEBHARDT FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGEBHNameControl
Phone4143557740Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17123 W CALUMET ROADAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53223ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM GEBHARDTName
TitleMANAGERTitle
Phone4143557740Phone
Date Signed2013-02-21DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD SPLETTER CPAName
PTINP00651628PTIN
Phone4144319300Phone
Date Prepared2013-02-21DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1430638FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss44500ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss61021DividendsRevAndExpnss
Dividends Net Invst Incm61021DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss7814NetGainSaleAssetsRevAndExpnss
Gross Sales Price174948GrossSalesPrice
Capital Gain Net Incm Net Invst Incm7814CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses113335TotalRevenueAndExpenses
Total Net Investment Income68835TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss290LegalFeesRevAndExpnss
Legal Fees Net Invst Incm290LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss1500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1500AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss8265OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm8265OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss10055TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm10055TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss42500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps42500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss52555TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm10055TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps42500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses60780ExcessOfRevenueOverExpenses
Net Investment Income58780NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1461CashBOY
Cash EOY50152CashEOY
Cash EOYFMV50152CashEOYFMV
Savings And Temp Cash Invst BOY11693SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3362SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3362SavingsAndTempCashInvstEOYFMV
Investments Other BOY1132527InvestmentsOtherBOY
Investments Other EOY1152947InvestmentsOtherEOY
Investments Other EOYFMV1377124InvestmentsOtherEOYFMV
Total Assets BOY1145681TotalAssetsBOY
Total Assets EOY1206461TotalAssetsEOY
Total Assets EOYFMV1430638TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1145681UnrestrictedBOY
Unrestricted EOY1206461UnrestrictedEOY
Total Net Assets BOY1145681TotalNetAssetsBOY
Total Net Assets EOY1206461TotalNetAssetsEOY
Total Liabilities Net Assets BOY1145681TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1206461TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1145681TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses60780ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1206461Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1206461TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
DODGE & COX INTL STKP2005-05-132012-06-1710794810240755415541
FMI COMMON STKP2005-05-132012-12-062400024753-753-753
FMI LGCPP2011-11-012012-12-06430003997430263026
FieldValueIRS element (for citing)
Capital Gain Net Income7814CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year157700QualifyingDistributionsYear1
Noncharitable Assets Year11259890NoncharitableAssetsYear1
Distribution Ratio Year10.045798DistributionRatioYear1
Qualifying Distributions Year243200QualifyingDistributionsYear2
Noncharitable Assets Year21200288NoncharitableAssetsYear2
Distribution Ratio Year20.035991DistributionRatioYear2
Qualifying Distributions Year339600QualifyingDistributionsYear3
Noncharitable Assets Year31010766NoncharitableAssetsYear3
Distribution Ratio Year30.039178DistributionRatioYear3
Qualifying Distributions Year4126555QualifyingDistributionsYear4
Noncharitable Assets Year41036837NoncharitableAssetsYear4
Distribution Ratio Year40.122059DistributionRatioYear4
Qualifying Distributions Year558414QualifyingDistributionsYear5
Noncharitable Assets Year51198321NoncharitableAssetsYear5
Distribution Ratio Year50.048747DistributionRatioYear5
Total Distribution Ratio0.291773TotalDistributionRatio
Average Distribution Ratio0.058355AverageDistributionRatio
Net Noncharitable Assets1327041NetNoncharitableAssets
Adjusted Noncharitable Assets77439AdjustedNoncharitableAssets
One Percent Net Investment Income588OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One78027AdjNonchrtblAssetsAndOnePct
Qualifying Distributions42500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1176InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1176Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1176TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1000EstTaxPaymentsAndOverpayment
Total Credits And Payments1000TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment2PenaltyForUnderpayment
Tax Due178TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithWIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameWILLIAM GEBHARDTBooksInCareOfPersonName
Books In Care Of Phone Number4143557740BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line17123 W CALUMET ROADAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53223ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM GEBHARDT
7123 W CALUMET ROADMILWAUKEEWI53223NONE0.00000
SUSAN GEBHARDT
7123 W CALUMET ROADMILWAUKEEWI53223NONE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1313185AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances34065AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1347250TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1347250AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable20209CashDeemedCharitable
Net Noncharitable Assets1327041NetNoncharitableAssets
Minimum Investment Return66352MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return66352MinimumInvestmentReturn
Tax Based On Investment Income1176TaxBasedOnInvestmentIncome
Total Tax1176TotalTax
Distributable Amount Before Adj65176DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded65176DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted65176DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions42500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions42500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions42500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted65176DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year594ExcessDistriCarryoverYear5
Excess Distri Carryover Year475403ExcessDistriCarryoverYear4
Total Excess Distri Carryover75497TotalExcessDistriCarryover
Qualifying Distributions42500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year42500AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus22676ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY22676ExcessDistriCyovAppliedCY
Total Corpus52821TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year52821ExcessDistriCyovToNextYear
Excess From Year452821ExcessFromYear4

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BOYS & GIRLS CLUB OF GREATER MILWAUKEE
1558 NORTH 6TH STREETMILWAUKEEWI53212501(C)(3)UNRESTRICTED$2,500
JUNIOR ACHEIVEMENT
6924 N PORT WASHINGTON ROADMILWAUKEEWI53217501(C)(3)UNRESTRICTED$5,000
MEQUONTHIENSVILLE SCHOOL DISTRICT
5000 WEST MEQUON ROADMEQUONWI53092SCHOOL DISTRICTUNRESTRICTED$2,500
MILWAUKEE SYMPHONY ORCHESTRA
1101 NORTH MARKET STREET SUITE 100MILWAUKEEWI53202ORCHESTRAUNRESTRICTED$5,000
UNITED PERFORMING ARTS FUND
929 N WATER STREET 4MILWAUKEEWI53202501(C)(3)UNRESTRICTED$11,500
UNITED WAY
225 WEST VINE STREETMILWAUKEEWI532123951501(C)(3)UNRESTRICTED$12,000
ST MARY HOSPITAL
2301 N LAKE DRMENOMONEE FALLSWI53211HOSPITALUNRESTRICTED$2,500
FIRST STAGE THEATER
325 W WALNUT STMILWAUKEEWI53212501(C)(3)UNRESTRICTED$1,000
SERVICE CLUB OF MILWAUKEE
706 N JEFFERSON STMILWAUKEEWI53202501(C)(3)UNRESTRICTED$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year42500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$61,021ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income7814RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$61,021ExclusionAmount
Related Or Exempt Function Income7814RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA68835TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number1LineNumber
Relationship StatementNOT APPLICABLERelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,500Amount
Net Investment Income1500NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemBAIRD MUTUAL FUNDSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value1152947BookValue
EOYFMV1377124EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$290Amount
Net Investment Income290NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MANAGEMENT FEES - BAIRD674567450
BANK CHARGES880
TAX PAYMENTS151215120

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