TIMOTHY & BARBARA MICHELS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
TIMOTHY & BARBARA MICHELS FAMILY FOUNDATION (EIN 39-2044009)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-28
IRS object ID
202631189349101408
Schema version
2025v4.1
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)
Return2026-04-28T13:17:22-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN392044009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY AND BARBARA MICHELS FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTIMOBusinessNameControlTxt
Phone9205833132PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 128AddressLine1Txt
CityBROWNSVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY MICHELSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9205833132PhoneNum
Signature2026-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT THOMPSETTPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$971,729FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,280,300ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,969DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,969DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,638,319NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,233,867GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,638,319CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,926,606TotalRevAndExpnssAmt
Total Net Invst Incm$1,646,306TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,646AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,323AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,323AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,580InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$41,674TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$180OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$180OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,080TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,503TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,323TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,146,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,146,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,196,580TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,503TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,149,823TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$730,026ExcessRevenueOverExpensesAmt
Net Investment Income$1,642,803NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,116,285SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$581,080SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$581,080SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$380,496CorporateStockBOYAmt
Corporate Stock EOY$253,664CorporateStockEOYAmt
Corporate Stock EOYFMV$390,649CorporateStockEOYFMVAmt
Total Assets BOY$1,496,781TotalAssetsBOYAmt
Total Assets EOY$834,744TotalAssetsEOYAmt
Total Assets EOYFMV$971,729TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,496,781RetainedEarningBOYAmt
Retained Earning EOY$834,744RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,496,781TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$834,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,496,781TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$834,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,496,781TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$730,026ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,226,807SubtotalAmt
Other Decreases$1,392,063OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$834,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,233,867GrossSalesPriceAmt
Cost Or Other Basis$595,548CostOrOtherBasisAmt
Gain Or Loss$1,638,319GainOrLossAmt
Gains Minus Excess Or Losses$1,638,319GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,638,319CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,835InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,835SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,835TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$335TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN P KAISERIndividualWithBooksNm
Phone9205833132PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 128AddressLine1Txt
CityBROWNSVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53006ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TIMOTHY J MICHELS
POST OFFICE BOX 1076OCONOMOWOCWI53066TRUSTEE1.00$0$0$0
BARBARA A MICHELS
POST OFFICE BOX 1076OCONOMOWOCWI53066TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$695,193AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,032,589AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,727,782TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,727,782AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,917CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,701,865NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,093MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,093MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,835TaxBasedOnInvestmentIncomeAmt
Total Tax$22,835TotalTaxAmt
Distributable Before Adj$62,258DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$62,258DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$62,258DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,149,823ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,149,823QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,258DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,637,777ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$815,272ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,490,716ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,658,070ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,601,835TotalExcessDistributionCyovAmt
Qualifying Distributions$3,149,823QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$62,258AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,087,565RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,689,400TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,637,777ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,051,623ExcessDistriCyovToNextYrAmt
Excess From Year4$815,272ExcessFromYear4Amt
Excess From Year2$2,490,716ExcessFromYear2Amt
Excess From Year1$5,658,070ExcessFromYear1Amt
Excess From Current Year$3,087,565ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTIMOTHY J MICHELSContributingManagerNm
Contributing ManagerBARBARA A MICHELSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BABSON COLLEGE
231 FOREST STREETBABSON PARKMA02457NONEPCGENERAL OPERATING SUPPORT$20,000
C2K MINISTRIES
W303 N8453 RIVER EDGE DRHARTLANDWI53029NONEPCGENERAL OPERATING SUPPORT$70,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEPCGENERAL OPERATING SUPPORT$2,040,000
LIFE CHURCH
W164 N11325 SQUIRE DRIVEGERMANTOWNWI53022NONEPCGENERAL OPERATING SUPPORT$50,000
CARENET PREGNANCY CENTER OF MILWAUKEE
4957 W FOND DU LAC AVEMILWAUKEEWI53216NONEPCGENERAL OPERATING SUPPORT$50,000
SPRING CREEK CHURCH
N35 W22000 CAPITOL DRPEWAUKEEWI53072NONEPCGENERAL OPERATING SUPPORT$200,000
UNIVERSITY LAKE SCHOOL
4024 NAGAWICKA RDHARTLANDWI53029NONEPCGENERAL OPERATING SUPPORT$71,500
MEDICAL COLLEGE OF WI
8701 W WATERTOWN PLANK RDMILWAUKEEWI53226NONEPCGENERAL OPERATING SUPPORT$500,000
XAVIER HIGH SCHOOL
30 WEST 16TH STREETNEW YORKNY10011NONEPCGENERAL OPERATING SUPPORT$25,000
FORDHAM UNIVERSITY
441 E FORDHAM RDBRONXNY10458NONEPCGENERAL OPERATING SUPPORT$20,000
ZACHARIAH'S ACRES INC
16575 PATRICIA LANEBROOKFIELDWI53005NONEPCGENERAL OPERATING SUPPORT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,146,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,969ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,638,319ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,646,306ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,646,306TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
TIMOTHY AND BARBARA MICHELS
1817 MAIN STREET PO BOX 128BROWNSVILLEWI53006$1,530,300Yes (X)Yes (X)
MICHELS CORPORATION
2817 MAIN STREET PO BOX 128BROWNSVILLEWI53006$750,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$1,430,300FairMarketValueAmt
Received2025-06-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$6,646Amt
Net Investment Income$3,323NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,323DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$253,664EOYBookValueAmt
EOYFMV$390,649EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTION OF APPRECIATED STOCKDesc
Amt$1,392,063Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$180RevenueAndExpensesPerBooksAmt
Net Investment Income$180NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$41,674Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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