THE@BRUCE KRIER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE@BRUCE KRIER CHARITABLE FOUNDATION INC (EIN 80-0322569)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-13
IRS object ID
201332259349100048
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)
Timestamp2013-08-13T16:54:23-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN390859910EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1777 E WISCONSIN AVENUE 32ND FLOORAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53202ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN800322569EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE BRUCE KRIER CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBRUCNameControl
Phone9209942469Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line112420 N LAKE SHORE DRIVEAddressLine1
CityMEQUONCity
StateWIState
ZIP Code53092ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMR OFFICERName
TitlePRESIDENTTitle
Phone9209942469Phone
Date Signed2013-08-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTROY E MARINE CPAName
PTINP00187863PTIN
Phone4147775500Phone
Date Prepared2013-07-24DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1372411FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss5138InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm5138InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses5138TotalRevenueAndExpenses
Total Net Investment Income5138TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss652OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm652OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss652TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm652TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss75000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps75000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss75652TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm652TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps75000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-70514ExcessOfRevenueOverExpenses
Net Investment Income4486NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1442925SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1372411SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1372411SavingsAndTempCashInvstEOYFMV
Total Assets BOY1442925TotalAssetsBOY
Total Assets EOY1372411TotalAssetsEOY
Total Assets EOYFMV1372411TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1442925RetainedEarningsBOY
Retained Earnings EOY1372411RetainedEarningsEOY
Total Net Assets BOY1442925TotalNetAssetsBOY
Total Net Assets EOY1372411TotalNetAssetsEOY
Total Liabilities Net Assets BOY1442925TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1372411TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1442925TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-70514ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1372411Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1372411TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year150000QualifyingDistributionsYear1
Noncharitable Assets Year1993811NoncharitableAssetsYear1
Distribution Ratio Year10.050311DistributionRatioYear1
Qualifying Distributions Year250000QualifyingDistributionsYear2
Noncharitable Assets Year2965574NoncharitableAssetsYear2
Distribution Ratio Year20.051783DistributionRatioYear2
Qualifying Distributions Year327000QualifyingDistributionsYear3
Noncharitable Assets Year3513772NoncharitableAssetsYear3
Distribution Ratio Year30.052552DistributionRatioYear3
Qualifying Distributions Year427000QualifyingDistributionsYear4
Noncharitable Assets Year4246250NoncharitableAssetsYear4
Distribution Ratio Year40.109645DistributionRatioYear4
Total Distribution Ratio0.264291TotalDistributionRatio
Average Distribution Ratio0.066073AverageDistributionRatio
Net Noncharitable Assets1419874NetNoncharitableAssets
Adjusted Noncharitable Assets93815AdjustedNoncharitableAssets
One Percent Net Investment Income45OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One93860AdjNonchrtblAssetsAndOnePct
Qualifying Distributions75000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax90InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal90Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income90TaxBasedOnInvestmentIncome
Tax Paid With Extension100TaxPaidWithExtension
Total Credits And Payments100TotalCreditsAndPayments
Overpayment10Overpayment
Amount Credited To Next Year10AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

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 NameB BRUCE KRIERBooksInCareOfPersonName
Books In Care Of Phone Number9209942469BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line112420 N LAKE SHORE DRIVEAddressLine1
CityMEQUONCity
StateWIState
ZIP Code53092ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
B BRUCE KRIER
12420 N LAKE SHORE DRIVEMEQUONWI53092PRESIDENT0.10000
JOHN RASSEL
7165 SAUK TRAIL ROADCEDAR GROVEWI53013VICE PRESIDENT0.10000
THOMAS BRETZA
4555 W SCHROEDER DR SUITE 190BROWN DEERWI53223TREASURER0.10000
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 Securities287500AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1153996AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1441496TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1441496AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable21622CashDeemedCharitable
Net Noncharitable Assets1419874NetNoncharitableAssets
Minimum Investment Return70994MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return70994MinimumInvestmentReturn
Tax Based On Investment Income90TaxBasedOnInvestmentIncome
Total Tax90TotalTax
Distributable Amount Before Adj70904DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded70904DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted70904DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions75000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions75000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions75000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted70904DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year31050ExcessDistriCarryoverYear3
Excess Distri Carryover Year21917ExcessDistriCarryoverYear2
Excess Distri Carryover Year1436ExcessDistriCarryoverYear1
Total Excess Distri Carryover3403TotalExcessDistriCarryover
Qualifying Distributions75000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year70904AppliedToCurrentYear
Remaining Distri From Corpus4096RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus7499TotalCorpus
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 Year7499ExcessDistriCyovToNextYear
Excess From Year31050ExcessFromYear3
Excess From Year21917ExcessFromYear2
Excess From Year1436ExcessFromYear1
Excess From Current Year4096ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerB BRUCE KRIERContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CEDAR GROVE SCHOLARSHIP FUND
321 N 2ND STCEDAR GROVEWI53013NONE501(C)(3)SCHOLARSHIP FUND$22,500
NORTHERN OZAUKEE SCHOOL DISTRICT
401 HIGHLAND DRIVEFREDONIAWI53201NONE501(C)(3)GENERAL OPERATING FUND$15,000
OOSTBURG COMMUNITY EDUCATIONAL FOUNDATION
905 CENTER AVENUEOOSTBURGWI53070NONE501(C)(3)SCHOLARSHIP FUND$15,000
RANDOM LAKE SCHOOL DISTRICT
605 RANDOM LAKE ROADRANDOM LAKEWI53075NONE501(C)(3)GENERAL OPERATING FUND$22,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year75000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5,138ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$5,138ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA5138TotalPartXVIA

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books652RevenueAndExpensesPerBooks
Net Investment Income652NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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