THE@BRUCE KRIER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE@BRUCE KRIER CHARITABLE FOUNDATION INC (EIN 80-0322569)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-28
IRS object ID
201212419349100556
Schema version
2011v1.2
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)
Timestamp2012-08-28T12:40:11-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Line1115 SOUTH 84TH STREET SUITE 400AddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53214ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

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 Signed2012-08-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTROY E MARINE CPAName
PTINP00187863PTIN
Phone4147775500Phone
Date Prepared2012-08-22DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1442925FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss500000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss8103InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm8103InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses508103TotalRevenueAndExpenses
Total Net Investment Income8103TotalNetInvestmentIncome
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 Expnss1745OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1745OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1745TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1745TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss50000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps50000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss51745TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1745TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps50000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses456358ExcessOfRevenueOverExpenses
Net Investment Income6358NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY986567SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1442925SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1442925SavingsAndTempCashInvstEOYFMV
Total Assets BOY986567TotalAssetsBOY
Total Assets EOY1442925TotalAssetsEOY
Total Assets EOYFMV1442925TotalAssetsEOYFMV
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 BOY986567RetainedEarningsBOY
Retained Earnings EOY1442925RetainedEarningsEOY
Total Net Assets BOY986567TotalNetAssetsBOY
Total Net Assets EOY1442925TotalNetAssetsEOY
Total Liabilities Net Assets BOY986567TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1442925TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY986567TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses456358ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1442925Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1442925TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year150000QualifyingDistributionsYear1
Noncharitable Assets Year1965574NoncharitableAssetsYear1
Distribution Ratio Year10.051783DistributionRatioYear1
Qualifying Distributions Year227000QualifyingDistributionsYear2
Noncharitable Assets Year2513772NoncharitableAssetsYear2
Distribution Ratio Year20.052552DistributionRatioYear2
Qualifying Distributions Year327000QualifyingDistributionsYear3
Noncharitable Assets Year3246250NoncharitableAssetsYear3
Distribution Ratio Year30.109645DistributionRatioYear3
Total Distribution Ratio0.213980TotalDistributionRatio
Average Distribution Ratio0.071327AverageDistributionRatio
Net Noncharitable Assets993811NetNoncharitableAssets
Adjusted Noncharitable Assets70886AdjustedNoncharitableAssets
One Percent Net Investment Income64OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One70950AdjNonchrtblAssetsAndOnePct
Qualifying Distributions50000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax127InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal127Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income127TaxBasedOnInvestmentIncome
Tax Paid With Extension127TaxPaidWithExtension
Total Credits And Payments127TotalCreditsAndPayments
Tax Due0TaxDue

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 Contributors1NewSubstantialContributors
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 Securities464583AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances544362AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1008945TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1008945AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable15134CashDeemedCharitable
Net Noncharitable Assets993811NetNoncharitableAssets
Minimum Investment Return49691MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return49691MinimumInvestmentReturn
Tax Based On Investment Income127TaxBasedOnInvestmentIncome
Total Tax127TotalTax
Distributable Amount Before Adj49564DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded49564DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted49564DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions50000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions50000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions50000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted49564DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year21050ExcessDistriCarryoverYear2
Excess Distri Carryover Year11917ExcessDistriCarryoverYear1
Total Excess Distri Carryover2967TotalExcessDistriCarryover
Qualifying Distributions50000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year49564AppliedToCurrentYear
Remaining Distri From Corpus436RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus3403TotalCorpus
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 Year3403ExcessDistriCyovToNextYear
Excess From Year21050ExcessFromYear2
Excess From Year11917ExcessFromYear1
Excess From Current Year436ExcessFromCurrentYear

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$17,000
NORTHERN OZAUKEE SCHOOL DISTRICT
401 HIGHLAND DRIVEFREDONIAWI53201NONE501(C)(3)GENERAL OPERATING FUND$10,000
OOSTBURG COMMUNITY EDUCATIONAL FOUNDATION
905 CENTER AVENUEOOSTBURGWI53070NONE501(C)(3)SCHOLARSHIP FUND$10,000
RANDOM LAKE SCHOOL DISTRICT
605 RANDOM LAKE ROADRANDOM LAKEWI53075NONE501(C)(3)GENERAL OPERATING FUND$13,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year50000TotGrantOrContriPaidDuringYear
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$8,103ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$8,103ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA8103TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualKRIER FOODS INCContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1520 WOLF ROADAddressLine1
CityRANDOM LAKECity
StateWIState
ZIP Code53075ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions500000AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books1745RevenueAndExpensesPerBooks
Net Investment Income1745NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
BRUCE KRIER
12420 N LAKE SHORE DRMEQUONWI53092
KRIER FOODS INC
520 WOLF ROADRANDOM LAKEWI53075

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