HOWARD W AND REBECCA S KIETZKE FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: HOWARD W AND REBECCA S KIETZKE FAMILY FOUNDATION INC (EIN 20-0516413)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-11-15
IRS object ID: 201133199349102118
Schema version: 2010v3.4
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
Investments Corp Stock Schedule
Legal Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-15T21:26:00-06:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Bass Law Offices	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 61	AddressLine1
City	Union Grove	City
State	WI	State
ZIP Code	53182	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	200516413	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HOWARD W AND REBECCA S KIETZKE FF	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HOWA	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11307 SEVEN MILE ROAD	AddressLine1
City	FRANKSVILLE	City
State	WI	State
ZIP Code	53126	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	HOWARD KIETZKE	Name
Title	PRESIDENT	Title
Phone	4145290689	Phone
Date Signed	2011-03-15	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Christina L Bass	Name
Phone	2628350555	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	90285	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	688	DividendsRevAndExpnss
Dividends Net Invst Incm	688	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	2539	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	12761	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	2539	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	3227	TotalRevenueAndExpenses
Total Net Investment Income	3227	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	650	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	650	LegalFeesNetInvstIncm
Tot Opr Expenses Rev And Expnss	650	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	650	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	150	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	150	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	800	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	650	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	150	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	2427	ExcessOfRevenueOverExpenses
Net Investment Income	2577	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash EOY	11185	CashEOY
Cash EOYFMV	11185	CashEOYFMV
Investments Corp Stock BOY	82132	InvestmentsCorpStockBOY
Investments Corp Stock EOY	73329	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	79100	InvestmentsCorpStockEOYFMV
Total Assets BOY	82132	TotalAssetsBOY
Total Assets EOY	84514	TotalAssetsEOY
Total Assets EOYFMV	90285	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	82132	CapitalStockBOY
Capital Stock EOY	92485	CapitalStockEOY
Retained Earnings EOY	-7971	RetainedEarningsEOY
Total Net Assets BOY	82132	TotalNetAssetsBOY
Total Net Assets EOY	84514	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	82132	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	84514	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	82132	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	2427	ExcessOfRevenueOverExpenses
Subtotal	84559	Subtotal
Total Net Assets Fund Balances EOY	84559	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	ROYCE VALUE FUND PLUS	DescriptionOfAsset
How Acquired	P	HowAcquired
Date Acquired	2006-12-05	DateAcquired
Date Sold	2010-12-29	DateSold
Gross Sales Price	12761	GrossSalesPrice
Cost Or Other Basis	10222	CostOrOtherBasis
Gain Or Loss	2539	GainOrLoss
Gains Minus Excess Or Losses	2539	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	2539	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	1860	QualifyingDistributionsYear1
Noncharitable Assets Year1	77240	NoncharitableAssetsYear1
Distribution Ratio Year1	0.024081	DistributionRatioYear1
Qualifying Distributions Year2	1700	QualifyingDistributionsYear2
Noncharitable Assets Year2	64271	NoncharitableAssetsYear2
Distribution Ratio Year2	0.02645	DistributionRatioYear2
Qualifying Distributions Year3	14028	QualifyingDistributionsYear3
Noncharitable Assets Year3	112818	NoncharitableAssetsYear3
Distribution Ratio Year3	0.124342	DistributionRatioYear3
Qualifying Distributions Year4	11065	QualifyingDistributionsYear4
Noncharitable Assets Year4	108243	NoncharitableAssetsYear4
Distribution Ratio Year4	0.102224	DistributionRatioYear4
Qualifying Distributions Year5	10644	QualifyingDistributionsYear5
Noncharitable Assets Year5	102789	NoncharitableAssetsYear5
Distribution Ratio Year5	0.103552	DistributionRatioYear5
Total Distribution Ratio	0.380649	TotalDistributionRatio
Average Distribution Ratio	0.07613	AverageDistributionRatio
Net Noncharitable Assets	83590	NetNoncharitableAssets
Adjusted Noncharitable Assets	6364	AdjustedNoncharitableAssets
One Percent Net Investment Income	26	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	6390	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	300	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	52	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	52	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	52	TaxBasedOnInvestmentIncome
Tax Due	52	TaxDue

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
Books In Care Of Person Name	HOWARD KIETZKE	BooksInCareOfPersonName
Books In Care Of Phone Number	4145290689	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	11307 SEVEN MILE RD	AddressLine1
City	FRANKSVILLE	City
State	WI	State
ZIP Code	53126	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
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	true	UndistributedIncomePriorYears
Undistributed Income Prior Year1	2008	UndistributedIncomePriorYear1
Undistributed Income Prior Year2	2009	UndistributedIncomePriorYear2
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
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

Field	Value	IRS element (for citing)
Person Name	HOWARD KIETZKE	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11307 SEVEN MILE RD	AddressLine1
City	FRANKSVILLE	City
State	WI	State
ZIP Code	53126	ZIPCode

Field	Value	IRS element (for citing)
Title	PRESTREASURE	Title
Avg Hours Per Wk Devoted To Position	0	AvgHoursPerWkDevotedToPosition
Compensation	0	Compensation
Contri To Empl Benefit Plans Etc	0	ContriToEmplBenefitPlansEtc
Expense Account Other Allowances	0	ExpenseAccountOtherAllowances

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	84863	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	84863	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	84863	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1273	CashDeemedCharitable
Net Noncharitable Assets	83590	NetNoncharitableAssets
Minimum Investment Return	4180	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	4180	MinimumInvestmentReturn
Tax Based On Investment Income	52	TaxBasedOnInvestmentIncome
Total Tax	52	TotalTax
Distributable Amount Before Adj	4128	DistributableAmountBeforeAdj
Distributable Amount Before Ded	4128	DistributableAmountBeforeDed
Distributable Amount As Adjusted	4128	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	150	ExpensesAndContributions
Amounts Set Aside Cash Distri Test	150	AmountsSetAsideCashDistriTest
Qualifying Distributions	300	QualifyingDistributions
Adj Qualifying Distributions	300	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	4128	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	3136	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	5713	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	8601	ExcessDistriCarryoverYear3
Total Excess Distri Carryover	17450	TotalExcessDistriCarryover
Qualifying Distributions	300	QualifyingDistributions
Applied To Prior Years	150	AppliedToPriorYears
Applied To Current Year	150	AppliedToCurrentYear
Excess Distri Cyov App CY Corpus	3978	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	3978	ExcessDistriCyovAppliedCY
Total Corpus	13472	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	13472	ExcessDistriCyovToNextYear
Excess From Year4	4871	ExcessFromYear4
Excess From Year3	8601	ExcessFromYear3

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Field	Value	IRS element (for citing)
Recipient Person Name	PRAIRIE DU CHIEN FOUNDATION	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 117	AddressLine1
City	PRAIRIE DU CHIEN	City
State	WI	State
ZIP Code	53821	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationship
Recipient Foundation Status	CHARITY	RecipientFoundationStatus
Purpose Of Grant Or Contribution	HISTORICAL EDUCAT	PurposeOfGrantOrContribution
Amount	$150	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	150	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$688	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$2,539	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$3,227	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	3227	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (7 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
HOSPITALITY PROPERTIES TRUST	7134	8987
EXCELSIOR VALUE AND RESTRUCTUR	20855	22404
ROYCE VALUE PLUS
TWEEDY BROWN GLOBAL VALUE	14254	14313
ISHARES RUSSEL 2000	4479	4812
ISHARES RUSSEL 1000	6972	7490
EAGLE FUNDS	19635	21094

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	BASS LAW OFFICES	Category
Amount	$650	Amount
Net Investment Income	650	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps