KELLY FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
KELLY FAMILY FOUNDATION INC (EIN 39-2030686)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201111369349100826
Schema version
2010v3.2
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)
Timestamp2011-05-16T09:42:01-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Line1PO BOX 7398AddressLine1
CityMADISONCity
StateWIState
ZIP Code537077398ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN392030686EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1KELLY FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlKELLNameControl
Phone6082745719Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16515 GRAND TETON PLAZA NO 140AddressLine1
CityMADISONCity
StateWIState
ZIP Code53719ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTERENCE KELLYName
TitlePRESIDENTTitle
Phone6082745719Phone
Date Signed2011-05-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES E ROSEName
Phone6082496622Phone
Date Prepared2011-05-13DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY74824FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss6540DividendsRevAndExpnss
Dividends Net Invst Incm6540DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss17617NetGainSaleAssetsRevAndExpnss
Gross Sales Price285499GrossSalesPrice
Capital Gain Net Incm Net Invst Incm17617CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses24157TotalRevenueAndExpenses
Total Net Investment Income24157TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2155AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1078AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1077AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss2925OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm2925OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss1594TaxesRevAndExpnss
Taxes Net Invst Incm39TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss60OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss6734TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm4042TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1077TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss301000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps301000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss307734TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm4042TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps302077TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-283577ExcessOfRevenueOverExpenses
Net Investment Income20115NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4241CashBOY
Cash EOY685CashEOY
Cash EOYFMV685CashEOYFMV
Accounts Receivable BOY2215AccountsReceivableBOY
Investments Corp Stock BOY170238InvestmentsCorpStockBOY
Investments Corp Stock EOY34722InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV39413InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY166370InvestmentsCorpBondsBOY
Investments Corp Bonds EOY34886InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV34726InvestmentsCorpBondsEOYFMV
Total Assets BOY343064TotalAssetsBOY
Total Assets EOY70293TotalAssetsEOY
Total Assets EOYFMV74824TotalAssetsEOYFMV
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 BOY343064RetainedEarningsBOY
Retained Earnings EOY70293RetainedEarningsEOY
Total Net Assets BOY343064TotalNetAssetsBOY
Total Net Assets EOY70293TotalNetAssetsEOY
Total Liabilities Net Assets BOY343064TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY70293TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY343064TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-283577ExcessOfRevenueOverExpenses
Other Increases10806OtherIncreases
Subtotal70293Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY70293TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (38 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
261.924 AMERICAN EUROPACIFIC GRTH F2P2009-12-182010-08-23950010019-519-519
61.943 AMERICAN EUROPACIFIC GRTH F2P2009-12-182010-11-1725122369143143
287.941 FIRST AMER EQUITY INDEX FUND CL YP2010-03-292010-08-2355925799-207-207
461.505 FIRST AMER EQUITY INDEX FUND CL YP2010-09-282010-11-1798999274625625
853.042 FIRST AMER MID CAPITAL INDEX FUND CL YP2009-12-292010-08-2390178861156156
621.891 FIRST AMER MID CAPITAL INDEX FUND CL YP2009-12-182010-11-177544645510891089
183.016 AMERICAN GRW FD OF AMERP2009-12-182010-08-09500049742626
187.97 AMERICAN GRW FD OF AMERP2009-12-182010-08-1850005109-109-109
173.277 AMERICAN GRW FD OF AMERP2009-12-182010-11-1745004710-210-210
34.638 AMERICAN GRW FD OF AMERP2009-12-182010-11-1710019416060
65 ISHARES MSCI EMERGING MKTS ETFP2009-12-182010-08-23265126232828
3360.425 PIMCO TOTAL RETURN FUND INSTP2009-12-182010-08-23386783662920492049
1736.111 PIMCO TOTAL RETURN FUND INSTP2009-12-182010-11-17200001892410761076
6.623 T ROWE PRICE INTL GR&INC ADVP2009-12-162010-11-17878255
274.023 T ROWE PRICE SC STOCKP2009-12-182010-08-2375007218282282
109.102 T ROWE PRICE SC STOCKP2009-12-122010-11-1735082874634634
158.73 EATON VANCE LARGE CAP VALUE CL AP2006-04-282010-08-2325003103-603-603
201.951 EATON VANCE LARGE CAPP2006-04-282010-12-2736823948-266-266
59.866 AMERICAN EUROPACIFIC GRTH F2P2009-12-182010-12-2724502290160160
502.513 FIRST AMER EQUITY INDEX FUND CL YP2008-11-102010-08-1810000841215881588
432.965 FIRST AMER EQUITY INDEX FUND CL YP2009-06-292010-08-238408720612021202
4.913 FIRST AMER EQUITY INDEX FUND CL YP2009-09-282010-11-17105951010
921.659 FIRST AMER MID CAPITAL INDEX FUND CL YP2008-12-192010-08-181000010785-785-785
187.639 FIRST AMER MID CAPITAL INDEX FUND CL YP2008-12-292010-08-2319831411572572
156.934 AMERICAN GRW FD OF AMERP2009-12-182010-12-2747604265495495
224.618 PIMCO TOTAL RETURN FUND INSTP2009-04-162010-05-2125002293207207
2173.913 PIMCO TOTAL RETURN FUND INSTP2009-04-162010-08-18250002204129592959
173.913 PIMCO TOTAL RETURN FUND INSTP2009-04-032010-08-2020001755245245
4024.458 PIMCO TOTAL RETURN FUND INSTP2009-04-032010-08-23463224028060426042
877.193 PIMCO TOTAL RETURN FUND INSTP2009-12-182010-12-2794569561-105-105
108.853 T ROWE PRICE GROWTH STK CL ADVP2005-06-292010-08-0930002869131131
231.036 T ROWE PRICE GROWTH STK CL ADVP2005-06-292010-08-2360006090-90-90
83.473 T ROWE PRICE GROWTH STK CL ADVP2005-06-292010-11-1725082200308308
171.527 T ROWE PRICE INTL GR&INC ADVP2005-06-292010-08-2320002172-172-172
156.937 T ROWE PRICE INTL GR&INC ADVP2008-12-162010-11-1720681877191191
43.378 T ROWE PRICE SC STOCKP2009-12-182010-12-2715041143361361
373.599 LAUDUS INTL MRKTMASTERS INV FUNDP2008-01-162010-08-2360007225-1225-1225
CAPITAL GAINS DIVIDENDSP126412641264
FieldValueIRS element (for citing)
Capital Gain Net Income17617CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1115447QualifyingDistributionsYear1
Noncharitable Assets Year1200776NoncharitableAssetsYear1
Distribution Ratio Year10.575004DistributionRatioYear1
Qualifying Distributions Year2147916QualifyingDistributionsYear2
Noncharitable Assets Year2444966NoncharitableAssetsYear2
Distribution Ratio Year20.332421DistributionRatioYear2
Qualifying Distributions Year3204841QualifyingDistributionsYear3
Noncharitable Assets Year3677765NoncharitableAssetsYear3
Distribution Ratio Year30.302230DistributionRatioYear3
Qualifying Distributions Year494630QualifyingDistributionsYear4
Noncharitable Assets Year4485728NoncharitableAssetsYear4
Distribution Ratio Year40.194821DistributionRatioYear4
Qualifying Distributions Year553000QualifyingDistributionsYear5
Noncharitable Assets Year5512352NoncharitableAssetsYear5
Distribution Ratio Year50.103445DistributionRatioYear5
Total Distribution Ratio1.507921TotalDistributionRatio
Average Distribution Ratio0.301584AverageDistributionRatio
Net Noncharitable Assets248655NetNoncharitableAssets
Adjusted Noncharitable Assets74990AdjustedNoncharitableAssets
One Percent Net Investment Income201OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One75191AdjNonchrtblAssetsAndOnePct
Qualifying Distributions302077QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax201InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal201Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income201TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due201TaxDue

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 Sect508e0RequirementsOfSect508e
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 Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRY KELLYBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6082745719BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line16515 GRAND TETON PLAZA SUITE 140AddressLine1
CityMADISONCity
StateWIState
ZIP Code53719ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
TERRY KELLY
6515 GRAND TETON PLAZA SUITE 140MADISONWI53719SECRETARY/TREASURER0.50000
MARY KELLY
6515 GRAND TETON PLAZA SUITE 140MADISONWI53719PRESIDENT0.50000
CHRISTOPHER KELLY
6515 GRAND TETON PLAZA SUITE 140MADISONWI53719VICE-PRESIDENT0.50000
MATTHEW KELLY
6515 GRAND TETON PLAZA SUITE 140MADISONWI53719VICE-PRESIDENT0.50000
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 Securities251004AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1438AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets252442TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets252442AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3787CashDeemedCharitable
Net Noncharitable Assets248655NetNoncharitableAssets
Minimum Investment Return12433MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return12433MinimumInvestmentReturn
Tax Based On Investment Income201TaxBasedOnInvestmentIncome
Total Tax201TotalTax
Distributable Amount Before Adj12232DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded12232DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted12232DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions302077ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions302077QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm201OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions301876AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted12232DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year528165ExcessDistriCarryoverYear5
Excess Distri Carryover Year471084ExcessDistriCarryoverYear4
Excess Distri Carryover Year3172601ExcessDistriCarryoverYear3
Excess Distri Carryover Year2125836ExcessDistriCarryoverYear2
Excess Distri Carryover Year1108514ExcessDistriCarryoverYear1
Total Excess Distri Carryover506200TotalExcessDistriCarryover
Qualifying Distributions302077QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus302077TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus12232ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY12232ExcessDistriCyovAppliedCY
Total Corpus796045TotalCorpus
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 Year515933ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year780112ExcessDistriCyovToNextYear
Excess From Year471084ExcessFromYear4
Excess From Year3172601ExcessFromYear3
Excess From Year2125836ExcessFromYear2
Excess From Year1108514ExcessFromYear1
Excess From Current Year302077ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALDO LEOPOLD NATURE CENTER
300 FEMRITE DRIVEMONONAWI53716N/ANOT FOR PROFIT ORGANGENERAL OPERATING EXPENSES$175,000
GLACIER'S EDGE COUNCIL - BOY SCOUTS OF AMERICA
PO BOX 14135MADISONWI53708N/ANOT FOR PROFIT ORGANGENERAL OPERATING EXPENSES$2,500
RECOVERY FOUNDATION INC
1334 APPLEGATE ROAD SUITE 101MADISONWI53713N/ANOT FOR PROFIT ORGANGENERAL OPERATING EXPENSES$6,000
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06880N/ANOT FOR PROFIT ORGANGENERAL OPERATING EXPENSES$2,500
UW FOUNDATION - CHILDREN'S HOSPITAL
PO BOX 8860MADISONWI53708N/ANOT FOR PROFIT ORGANGENERAL OPERATING EXPENSES$50,000
MADISON FIREWORKS FUND INC
6515 GRAND TETON PLAZA SUITE 140MADISONWI53719N/ANOT FOR PROFIT ORGANGENERAL OPERATING EXPENSES$5,000
PORCHLIGHT
306 N BROOKS STREETMADISONWI53715N/ANOT FOR PROFIT ORGANGENERAL OPERATING EXPENSES$50,000
MADISON CHILDREN'S MUSEUM
100 N HAMILTON STREETMADISONWI53703N/ANOT FOR PROFIT ORGANGENERAL OPERATING EXPENSES$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year301000TotGrantOrContriPaidDuringYear
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$6,540ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$17,617ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$24,157ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA24157TotalPartXVIA

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$2,155Amount
Net Investment Income1078NetInvestmentIncome
Disbursements Charitable Prps1077DisbursementsCharitablePrps

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.Election

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondUS BANK - EQUITY INVESTMENTSNameOfBond
EOY Book Value34886EOYBookValue
EOYFMV34726EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockUS BANK - EQUITY INVESTMENTSNameOfStock
EOY Book Value34722EOYBookValue
EOYFMV39413EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MISCELLANOUES1000
BANK CHARGES5000

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionCHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTSDescription
Amount$10,806Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$2,925Amount
Net Investment Income2925NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES EXPENSE FROM INVESTMENTS$39390
FEDERAL TAXES$1,55500

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