JAMES J AND ROSANNE C KELLER FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JAMES J AND ROSANNE C KELLER FAMILY FOUNDATION INC (EIN 20-2052136)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-04-19
IRS object ID: 202211099349102156
Schema version: 2021v4.2
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
Form 990-PF
Schedule B
Investments Other Schedule2
Legal Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-04-19T16:01:11-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390934985	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL BEST & FRIEDRICH LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	N19 W24133 RIVERWOOD DR STE 200	AddressLine1Txt
City	WAUKESHA	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53188	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	202052136	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES J AND ROSANNE C KELLER FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JAME	BusinessNameControlTxt
Phone	9207222848	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 48	AddressLine1Txt
City	BUTTE DES MORTS	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	549270048	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES J KELLER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9207222848	PhoneNum
Signature	2022-04-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JAMES	PersonFirstNm
Person Last	KELLER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DEBORAH M ROBB	PreparerPersonNm
PTIN	P01242149	PTIN
Phone	2629566560	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$758,529	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	$250,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$388	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$388	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,641	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,641	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,641	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$252,029	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,029	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$1,125	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$56	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$1,069	LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$41	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$7	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,166	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$63	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,069	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$183,175	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$183,175	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$184,341	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$63	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$184,244	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$67,688	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,966	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$666,966	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$734,773	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$734,773	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$20,021	OtherInvestmentsBOYAmt
Other Investments EOY	$19,902	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$23,756	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$686,987	TotalAssetsBOYAmt
Total Assets EOY	$754,675	TotalAssetsEOYAmt
Total Assets EOYFMV	$758,529	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$686,987	RetainedEarningBOYAmt
Retained Earning EOY	$754,675	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$686,987	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$754,675	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$686,987	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$754,675	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$686,987	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$67,688	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$754,675	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$754,675	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAINS DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$1,641	GrossSalesPriceAmt
Gain Or Loss	$1,641	GainOrLossAmt
Gains Minus Excess Or Losses	$1,641	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,641	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$27	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$27	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$27	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	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	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$27	TaxDueAmt

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	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt
Individual With Books	JAMES J KELLER	IndividualWithBooksNm
Phone	9207222848	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 48	AddressLine1Txt
City	BUTTE DES MORTS	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	549270048	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
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 (4 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
JAMES J KELLER
PO BOX 48	BUTTE DES MORTS	WI	549270048	PRESIDENT	1.00	$0	$0	$0
ROSANNE C KELLER
PO BOX 48	BUTTE DES MORTS	WI	549270048	VICE PRESIDENT	1.00	$0	$0	$0
BRIAN KELLER
PO BOX 48	BUTTE DES MORTS	WI	549270048	DIRECTOR	1.00	$0	$0	$0
ANGELA GILLITZER
PO BOX 48	BUTTE DES MORTS	WI	549270048	DIRECTOR	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 FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES AND DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES.	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$24,093	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$633,026	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$657,119	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$657,119	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$9,857	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$647,262	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$32,363	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$32,363	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$27	TaxBasedOnInvestmentIncomeAmt
Total Tax	$27	TotalTaxAmt
Distributable Before Adj	$32,336	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$32,336	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$32,336	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$184,244	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$184,244	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$32,336	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$63,009	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$42,301	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$84,884	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$81,014	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$168,351	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$439,559	TotalExcessDistributionCyovAmt
Qualifying Distributions	$184,244	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$32,336	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$151,908	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$591,467	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	$63,009	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$528,458	ExcessDistriCyovToNextYrAmt
Excess From Year4	$42,301	ExcessFromYear4Amt
Excess From Year3	$84,884	ExcessFromYear3Amt
Excess From Year2	$81,014	ExcessFromYear2Amt
Excess From Year1	$168,351	ExcessFromYear1Amt
Excess From Current Year	$151,908	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES J KELLER	ContributingManagerNm
Contributing Manager	ROSANNE C KELLER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CALVARY BIBLE CHURCH
1450 OAK RIDGE ROAD PO BOX 799	NEENAH	WI	549570799	PUBLIC	GROWING TOGETHER CAMPAIGN	$100,500
LACONIA HIGH SCHOOL
301 W DIVISION STREET	ROSENDALE	WI	54974	PUBLIC	FOOTBALL PROGRAM	$5,000
NEW DIRECTIONS LEARNING COMMUNITY
2601 SULLIVAN AVENUE	KAUKAUNA	WI	54130	PUBLIC	ANNUAL FUNDRAISER	$10,000
OSHKOSH AREA COMMUNITY FOUNDATION
230 OHIO STREET SUITE 100	OSHKOSH	WI	549025825	PUBLIC	3 $1000 SCHOLARSHIPS	$3,000
OSHKOSH FOOTBALL FACTORY INC
PO BOX 1845	OSHKOSH	WI	54901	PUBLIC	ORGANIZATIONAL EXPANSION	$15,000
VALLEY CHRISTIAN SCHOOL
3450 VINLAND STREET	OSHKOSH	WI	54901	PUBLIC	TIM BUSCH HARDCORE MEMORIAL SCHOLARSHIP FUND	$25,000
VETERANS OF FOREIGN WARS POST 10132
6101 SE DIXIE HWY	STUART	FL	34997	PUBLIC	MEMORIAL	$200
WINNECONNE COMMUNITY SCHOOL DISTRICT
233 SOUTH THIRD AVENUE PO BOX 5000	WINNECONNE	WI	549865000	PUBLIC	STADIUM RAILINGS PROJECT	$6,975
WINNECONNE HIGH SCHOOL
100 WOLF RUN	WINNECONNE	WI	54986	PUBLIC	2 PRESS BOXES	$7,500
WORLDTEAM USA INC
1431 STUCKERT ROAD	WARRINGTON	PA	18976	PUBLIC	HAITI FUNDRAISING PROJECT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$183,175	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$388	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,641	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,029	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,029	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	JAMES J AND ROSANNE C KELLER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 48	AddressLine1Txt
City	BUTTE DES MORTS	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	549270048	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$250,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
GABELLI SMALL CAP GROWTH	AT COST	$3,000	$4,671
OAKMARK EQUITY & INCOME FUND	AT COST	$11,131	$13,634
PIMCO REAL RETURN FUND	AT COST	$3,000	$3,237
TEMPLETON GLOBAL BOND	AT COST	$2,771	$2,214

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	CategoryTxt
Legal Fees	$1,125	LegalFeesAmt
Net Investment Income	$56	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,069	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX	$34	$0	$0
FOREIGN TAX	$7	$7	$0