2024-11-01T08:08:34-05:00 2023-12-31 420946155 HONKAMP KRUEGER & CO PC 2345 JOHN F KENNEDY ROAD DUBUQUE IA 52002 990 2023-01-01 392000608 POTOSI FOUNDATION INC POTO 6087634002 PO BOX 177 POTOSI WI 53820 DAVE FRITZ PRESIDENT 6087634002 2024-10-28 1 0 KARLA A HAGERTY CPA P00436540 5635560123 2024-10-28 2023 2024-10-15 13:58:12Z DAVE FRITZ 4575 MARSHA LANE POTOSI WI 53820 585637 0 X WWW.POTOSIBREWERY.COM X 2000 WI TO RESTORE A HISTORIC LANDMARK AND TO RECONNECT THE COMMUNITY TO PART OF ITS HERITAGE. TO DEVELOP A DESTINATION OF HISTORIC AND EDUCATIONAL INTEREST. TO CHANNEL FUNDS INTO ITS MARKETS SERVED TO SUPPORT HISTORIC AND EDUCATION-BASED INITIATIVES AS WELL AS CHARITABLE CAUSSES, WHICH TRULY MAKE IT A SOCIALLY RESPONSIBLE CORPORATE CITIZEN. 17 15 6 130 75052 41757 188417 223137 14945 19926 200 650 165028 152756 368590 396469 5595 1866 0 0 81666 87085 0 0 24423 378122 407455 465383 496406 -96793 -99937 3887772 3886897 3828805 3612485 58967 274412 X TO RESTORE A HISTORIC LANDMARK AND TO RECONNECT THE COMMUNITY TO PART OF ITS HERITAGE. TO DEVELOP A DESTINATION OF HISTORIC AND EDUCATIONAL INTEREST. TO CHANNEL FUNDS INTO ITS MARKETS SERVED TO SUPPORT HISTORIC AND EDUCATION-BASED INITIATIVES AS WELL AS CHARITABLE CAUSES, WHICH TRULY MAKE IT A SOCIALLY RESPONSIBLE CORPORATE CITIZEN. 0 0 388878 1866 19926 PROMOTE AWARENESS OF HERITAGE OF THE COMMUNITY THROUGH RESTORATION OF A HISTORIC LANDMARK, THE POTOSI BREWERY SITE. THIS SITE INCLUDES A NATIONAL BREWERY MUSEUM AND LIBRARY, POTOSI BREWERY COMPANY TRANSPORTATION MUSEUM, AND INTERPRETIVE CENTER FOR THE GREAT RIVER ROAD. 388878 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 X 17 15 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 WI X WENDY UDELHOFEN 6087634002 PO BOX 177 POTOSI WI 53820 X CASEY TRUDGEON DIRECTOR 0.25 X 0 0 0 RON BREY DIRECTOR 0.25 X 0 0 0 LARRY KALINA DIRECTOR 0.50 X 0 0 0 LARRY BOWDEN DIRECTOR 0.40 X 0 0 0 MERLE VASTINE DIRECTOR 0.25 X 0 0 0 TOM DOWNS DIRECTOR 0.25 X 0 0 0 LES MACK DIRECTOR 0.40 X 0 0 0 FRANK FIORENZA DIRECTOR 0.40 X 0 0 0 LISA GOTZINGER TREASURER 0.25 X X 0 0 0 ANGELE WALSH DIRECTOR 0.25 X 0 0 0 HERB PAGE DIRECTOR 0.25 X 0 0 0 DAVE FRITZ PRESIDENT 1.00 X X 0 0 0 GARY DAVID VICE PRESIDENT 0.25 X X 0 0 0 MIC WALSH DIRECTOR 1.00 X 0 0 0 MARY ALICE SCHMITZ SECRETARY 0.25 X X 0 0 0 EVAN HUGHES DIRECTOR 0.25 X 0 0 0 GARY AMACHER DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 157758 65379 2650 223137 ADMISSIONS 713990 19926 19926 19926 650 0 650 650 650 172388 157758 94684 77704 77704 169536 94484 75052 75052 396469 19926 75052 78354 1866 1866 83768 54352 21208 8208 3317 3317 2500 2500 935 935 378 378 93681 56221 37460 91370 86802 4568 174377 165658 8719 12754 11341 1413 UNRELATED BUSINESS INCO 14264 14264 ADMINISTRATIVE SERVICES 9857 1479 7885 493 CREDIT CARD FEES 1952 1952 GIFT SHOP SUPPLIES 1431 1431 3956 1959 539 1458 496406 388878 83105 24423 240688 29614 10011 5729 89056 93638 2144 16465 7436467 3288127 4268144 4148340 -806492 -491110 84221 84221 3887772 3886897 477323 706850 20258 11321 3331224 2894314 3828805 3612485 X 58967 274412 58967 274412 3887772 3886897 X -99937 315382 X 0 0 0 X 119345 150190 254327 188417 223137 935416 17944 11772 16430 14945 19926 81017 137289 161962 270757 203362 243063 1016433 0 2500 29250 2500 34250 2500 29250 2500 34250 982183 137289 161962 270757 203362 243063 1016433 0.96630 0.96000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84221 X X 0 351500 351500 6584283 2800119 3784164 325198 312522 12676 175486 175486 0 4148340 SUMMER BREWFEST 137887 65900 71987 294 19921 12598 500 18469 WINTER BREWFEST 99497 38208 61289 3055 7821 500 22081 1 92762 53650 39112 277 4286 4512 370 330146 157758 172388 571 27262 24931 1000 40920 94684 77704 DAVE & LOIS FRITZ LEGACY TRUST OWNED BY DIRECTOR OPERATIONS X 3111224 2894314 0 1 1 LES MACK DIRECTOR OPERATIONS X 20000 0 0 1 1 DAVE & LOIS FRITZ DIRECTOR OPERATIONS X 200000 0 0 1 1 2894314 DAVE FRITZ DIRECTOR 90870 INTEREST 0 LES MACK DIRECTOR 500 INTEREST 0 SCHEDULE L - ADDITIONAL INFORMATION DAVE FRITZ, DIRECTOR, HAS AN OWNERSHIP INTEREST IN TRICOR, INC., FRITZ FAMILY FOUNDATION, AND FRITZ DEVELOPMENT. FORM 990, PART VI, SECTION A, LINE 2 LARRY KALINA, DIRECTOR MIC WALSH, DIRECTOR FAMILY RELATIONSHIP TOM DOWNS, DIRECTOR LARRY KALINA, DIRECTOR FAMILY RELATIONSHIP TOM DOWNS, DIRECTOR MIC WALSH, DIRECTOR FAMILY RELATIONSHIP ANGELE WALSH, DIRECTOR MIC WALSH, DIRECTOR FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT, VICE PRESIDENT, TREASURER, AND SECRETARY OF THE ORGANIZATION. THE REVIEW IS USUALLY PERFORMED PRIOR TO FILING WITH THE IRS. THE FORM 990 IS NOT REVIEWED BY EACH MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C STATEMENTS OF POTENTIAL CONFLICTS OF INTEREST ARE OBTAINED FROM EACH BOARD MEMBER. THE OFFICERS OF THE ORGANIZATION REVIEW AND FAMILIARIZE THEMSELVES WITH THESE STATEMENTS. BOARD MEMBERS WITH A CONFLICT OF INTEREST DO NOT VOTE ON RELATED MATTERS. FORM 990, PART VI, SECTION B, LINE 15B CONTROLLER'S SALARY IS APPROVED BY THE BOARD PRESIDENT WITH APPROVAL OF ANOTHER BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON SUBSIDIARY 315,382. POTOSI BREWING COMPANY 209 S MAIN STREET POTOSI WI 53820 271607646 BREWING WI POTOSI FOUNDATION C 315377 1925356 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 POTOSI BREWING COMPANY N MARKET PRICE POTOSI BREWING COMPANY O COST POTOSI BREWING COMPANY P COST POTOSI BREWING COMPANY Q COST POTOSI BREWING COMPANY R COST POTOSI BREWING COMPANY S MARKET PRICE