CUDAHY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CUDAHY FOUNDATION (EIN 39-6720806)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-18
- IRS object ID
- 202301999349100700
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-18T04:35:24-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST WELLS STREET SUITE 1400 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396720806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUDAHY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KEVIN L LINDSEY CO-TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUDA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN L LINDSEY | PersonNm |
| Person Title | DIRECTOR/TRUSTEE | PersonTitleTxt |
| Signature | 2023-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | LINDSEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA HARTZEL | PreparerPersonNm |
| PTIN | P00419157 | PTIN |
| Phone | 4142713000 | PhoneNum |
| Preparation | 2023-06-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,507,394 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,733,271 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $122 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $164,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,084 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $188,608 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $188,608 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,790 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,055,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,063,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,814 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,009 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,005 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,004 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $48,816 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $48,816 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,460 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,313 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,331 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $28,329 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $28,329 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $990 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $990 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87,178 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,897 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $378,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,351 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $530,424 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $530,424 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $909,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,154,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,842 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,972 | CashBOYAmt |
| Cash EOY | $31,998 | CashEOYAmt |
| Cash EOYFMV | $31,998 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $137,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $444,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $444,666 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $30,119 | AcctRcvblAmt |
| Acct Rcvbl EOY | $30,119 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $30,119 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $372,625 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,100,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,694,607 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,373,678 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $17,655,262 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $28,329 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $17,626,933 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $17,626,933 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,308 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,308 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $7,674,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,828,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,507,394 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,674,125 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,828,323 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,674,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,828,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,674,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,828,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,674,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,154,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,828,323 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,828,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | 2022-01-01 | 2022-12-31 | $35,915 | $35,915 | $35,915 | |
| DETAIL AVAILABLE IN TAXPAYER'S FILES | P | 2022-01-01 | 2022-12-31 | $2,019,901 | -$59,305 | -$59,305 | $2,079,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,390 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,393 | OverpaymentAmt |
| Applied To ES Tax | $6,393 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEVIN LINDSEY ENDEAVORS GROUP LLC | IndividualWithBooksNm |
| Phone | 4143553000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN W LINNEN | ||||||||
| 3845 ABBEY CT | BROOKFIELD | WI | 53045 | DIRECTOR/TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEVIN L LINDSEY | ||||||||
| N46 W7845 PARKLAND ROAD | CEDARBURG | WI | 53012 | DIRECTOR/TRUSTEE | 12.00 | $68,438 | $0 | $0 |
| JOANNA D HAMADI | ||||||||
| W232 N6140 TEAKWOOD CT | SUSSEX | WI | 53089 | DIRECTOR/TRUSTEE | 4.00 | $9,571 | $0 | $0 |
| JULIA A CUDAHY | ||||||||
| N9119 OAKWOOD LANE | MUKWONAGO | WI | 53149 | DIRECTOR/TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISA A CUDAHY | ||||||||
| 1748 LAKEFIELD ROAD | CEDARBURG | WI | 53012 | DIRECTOR/TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELVIN S NEWMAN | ||||||||
| 530 RIVERSHIRE PLACE | LINCOLNSHIRE | IL | 60069 | DIRECTOR/TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CUDAHY FOUNDATION IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH DONATIONS TO QUALIFYING CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | CHARITABLE ACTIVITIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,687,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,635,509 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,420,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,420,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,264,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $513,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $513,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,207 | TotalTaxAmt |
| Distributable Before Adj | $512,021 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $512,021 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $512,021 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $580,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $512,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $913,881 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $913,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $512,021 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,754 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $982,635 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $913,881 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $68,754 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTS | |||||||
| 1445 N 24TH STREET | MILWAUKEE | WI | 53205 | NONE | PUBLIC | COMMUNITY | $10,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 788 N JEFFERSON ST STE 600 | MILWAUKEE | WI | 53202 | NONE | PUBLIC | EDUCATION/COMMUNITY | $50,000 |
| DISCOVERY WORLD | |||||||
| 500 N HARBOR DRIVE | MILWAUKEE | WI | 53202 | NONE | PUBLIC | EDUCATION/COMMUNITY | $396,125 |
| MILWAUKEE BALLET | |||||||
| 128 N JACKSON ST | MILWAUKEE | WI | 53202 | NONE | PUBLIC | COMMUNITY | $13,750 |
| MILWAUKEE PUBLIC MUSEUM | |||||||
| 800 W WELLS ST | MILWAUKEE | WI | 53233 | NONE | PUBLIC | COMMUNITY | $7,500 |
| PABST THEATER FOUNDATION | |||||||
| 710 N PLANKINTON AVE SUITE 900 | MILWAUKEE | WI | 53203 | NONE | PUBLIC | COMMUNITY | $28,429 |
| ST AUGUSTINE PREPATORY ACADEMY | |||||||
| 2607 S 5TH STREET | MILWAUKEE | WI | 53207 | NONE | PUBLIC | EDUCATION | $9,620 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVE | MIWAUKEE | WI | 53208 | NONE | PUBLIC | COMMUNITY | $5,000 |
| WISCONSIN WOMEN'S HEALTH FOUNDATION | |||||||
| 2503 TODD DRIVE | MADISON | WI | 53713 | NONE | PUBLIC | COMMUNITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $530,424 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| 788 N JEFFERSON ST STE 600 | MILWAUKEE | WI | 53202 | NONE | PUBLIC | EDUCATION/COMMUNITY | $50,000 |
| DISCOVERY WORLD | |||||||
| 500 N HARBOR DRIVE | MILWAUKEE | WI | 53202 | NONE | PUBLIC | EDUCATION/COMMUNITY | $50,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,981 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,790 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $143,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,503 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL J CUDAHY ADMIN TR DTD 52295 AS RESTATED | |||||||
| 1 | PO BOX 307 | MEQUON | WI | 53092 | $63,047 | Yes (X) | |
| MICHAEL CUDAHY | |||||||
| 2 | PO BOX 307 | MEQUON | WI | 53092 | $14,962 | Yes (X) | |
| MICHAEL J CUDAHY ADMIN TR DTD 52295 AS RESTATED | |||||||
| 3 | PO BOX 307 | MEQUON | WI | 53092 | $17,655,262 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | RESIDENTIAL RENTAL PROPERTY | NoncashPropertyDesc |
| Fair Market Value | $17,655,262 | FairMarketValueAmt |
| Received | 2022-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,460 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,460 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Computation MethodComputationMethodTxt |
|---|---|---|---|---|---|---|---|
| PHOTO COPIER | 2010-12-22 | $4,308 | $4,308 | 5.000000000000 | $0 | $0 | |
| IP RIGHTS | 2022-12-01 | $1,515,723 | 15.000000000000 | $8,421 | $8,421 | SL | |
| BUILDING | 2022-12-01 | $13,139,539 | 27.500000000000 | $19,908 | $19,908 | SL | |
| LAND | 2022-12-01 | $3,000,000 | $0 | $0 | L |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BAIRD | StockNm |
| EOY Book Value | $6,694,607 | EOYBookValueAmt |
| EOYFMV | $7,373,678 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| IP RIGHTS | $1,515,723 | $8,421 | $1,507,302 | $1,507,302 |
| BUILDING | $13,139,539 | $19,908 | $13,119,631 | $13,119,631 |
| LAND | $3,000,000 | $0 | $3,000,000 | $3,000,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $355 | $0 | $0 |
| UTILITIES | $1,267 | $0 | $1,267 |
| MEAL COSTS | $3,630 | $0 | $3,630 |
| RELOCATION EXPENSES | $10,494 | $0 | $0 |
| OTHER EXPENSES | $87,178 | $87,178 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT INTEREST EXPENSE | $1,313 | $1,313 | $0 |
| ASSET MANAGEMENT FEES | $18,128 | $0 | $0 |
| INVESTMENT EXPENSES | $63,191 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J CUDAHY ADMIN TR DTD 52295 AS RESTATED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $836 | $836 | $0 |
| FEDERAL TAX PAYMENTS | $8,479 | $0 | $0 |
| PROPERTY TAXES | $22,495 | $22,495 | $0 |