2021-11-14T20:05:30-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 396681490 Kalscheur Family Foundation % Foundation Source KALS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 STEVEN J KALSCHEUR TRUSTEE 8008391754 2021-11-10 true STEVEN J KALSCHEUR 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 15825088 X 3510000 1149 1149 217710 217710 708682 8417073 708682 4437541 927541 0 134308 134308 4113 813 34424 13 34411 172845 135134 34411 1894850 1894850 2067695 135134 1929261 2369846 792407 1407195 2870919 2870919 534583 884949 911883 9240839 9561798 11485257 277000 515797 557029 11459617 13833463 15825088 0 0 X 11459617 13833463 11459617 13833463 11459617 13833463 11459617 2369846 4000 13833463 13833463 Publicly-traded Securities 8417073 7708391 708682 708682 708682 11014 11014 11014 8370 0 2644 11014 X false false false false false false false true true WI true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Scott A Kalscheur Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co-Trustee 1.0 0 0 0 Steven J Kalscheur Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co-Trustee 1.0 0 0 0 Amy Lanham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co-Trustee 1.0 0 0 0 Morgan Stanley 1241 JOHN Q HAMMONS DR MADISON WI 53717 Investment Mgmt 134308 11481595 981537 0 12463132 0 12463132 186947 12276185 613809 613809 11014 11014 602795 4000 606795 606795 1929261 0 0 0 0 1929261 0 1929261 606795 620628 2018 2017 2016 1929261 620628 606795 701838 701838 0 701838 701838 Steven J Kalscheur X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 2820 WALTON COMMONS STE 132 MADISON WI 53718 N/A PC General & Unrestricted 5000 BADGER HONOR FLIGHT INCORPORATED 5559 COUNTY RD F MAZOMANIE WI 53560 N/A PC General & Unrestricted 10000 BLACKHAWK EVANGELICAL FREE CHURCH INC 9620 BRADER WAY MIDDLETON WI 53562 N/A PC General & Unrestricted 10000 CHRIST MEMORIAL LUTHERAN CHURCH 2833 RARITAN RD FITCHBURG WI 53711 N/A PC In support of AM to FM program 5000 CHRIST MEMORIAL LUTHERAN CHURCH 2833 RARITAN RD FITCHBURG WI 53711 N/A PC Pre-School program 5000 CITY OF MIDDLETON 7426 HUBBARD AVE MIDDLETON WI 53562 N/A GOV K-9 Unit 5000 COLORADO MESA UNIVERSITY 1100 N AVE GRAND JUNCTION CO 81501 N/A GOV Men's Lacrosse Program 250 CROSS PLAINS VOLUNTEER FIREFIGHTER CORPORATION 1501 BOURBON RD CROSS PLAINS WI 53528 N/A PC General & Unrestricted 2000 CROSS PLAINS-BERRY EMERGENCY MEDICAL SERVICE PO BOX 152 CROSS PLAINS WI 53528 N/A PC General & Unrestricted 2000 DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINC PO BOX 259686 MADISON WI 53725 N/A PC General & Unrestricted 21000 ENERGY SERVICES INC 1225 S PARK ST MADISON WI 53715 N/A PC Keep Wisconsin Warm/Cool Fund 5000 FRIENDS OF PBS WISCONSIN INC 821 UNIVERSITY AVE NO 1076 MADISON WI 53706 N/A PC General & Unrestricted 2000 GILDAS CLUB MADISON WISCONSIN INC 7907 UW HEALTH CT MIDDLETON WI 53562 N/A PC General & Unrestricted 5000 GREEN BERET FOUNDATION 14402 BLANCO RD STE 100 SAN ANTONIO TX 78216 N/A PC General & Unrestricted 5000 HABITAT FOR HUMANITY INTERNATIONAL INC 3101 LATHAM DR MADISON WI 53713 N/A PC General & Unrestricted 2000 HENRY VILAS PARK ZOOLOGICAL SOCIETY PO BOX 259302 MADISON WI 53725 N/A PC General & Unrestricted 5000 HOME OF OUR OWN W6159 LEGLER VALLEY RD NEW GLARUS WI 53574 N/A PC General & Unrestricted 5000 IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC 214 WAUBESA ST MADISON WI 53704 N/A PC General & Unrestricted 20000 LUKE HOUSE INC 310 S INGERSOLL ST MADISON WI 53703 N/A PC General & Unrestricted 5000 MADISON AREA CRIME STOPPERS INC PO BOX 964 MADISON WI 53701 N/A PC General & Unrestricted 4000 MIDDLETON EMS INC 2020 PARMENTER ST MIDDLETON WI 53562 N/A PC General & Unrestricted 2000 MIDDLETON FIRE DISTRICT 7600 UNIVERSITY AVE MIDDLETON WI 53562 N/A GOV General & Unrestricted 2000 MONROE CLINIC AND HOSPITALFOUNDATION 515 22ND AVE MONROE WI 53566 N/A PC Little Golf Event and Hospice 5000 MOUNT HOREB AREA JOINT FIRE DEPARTMENT 400 BLUE MOUNDS ST MOUNT HOREB WI 53572 N/A GOV General & Unrestricted 4000 NATIONAL KIDNEY FOUNDATION OF WISCONSIN INC 10909 W GREENFIELD AVE STE 201 WEST ALLIS WI 53214 N/A PC General & Unrestricted 10000 NORTHERN SKY THEATER INC PO BOX 273 FISH CREEK WI 54212 N/A PC General & Unrestricted 2500 OREGON AREA FOOD PANTRY INC 1010 AUTUMN WOODS LN OREGON WI 53575 N/A PC General & Unrestricted 2000 POST COLLEGE CONNECTIONS INC 2292 COUNTY AB MCFARLAND WI 53558 N/A PC General & Unrestricted 5000 RIVER FOOD PANTRY 2201 DARWIN RD MADISON WI 53704 N/A PC General & Unrestricted 20000 RONALD MCDONALD HOUSE OF CHARITIES OF MADISON INC 2716 MARSHALL CT MADISON WI 53705 N/A PC General & Unrestricted 2000 SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53718 N/A PC General & Unrestricted 20000 SELAH FREEDOM INC PO BOX 21415 SARASOTA FL 34276 N/A PC General & Unrestricted 20000 ST FRANCIS XAVIER CATHOLIC CHURCH 2947 THINNES ST CROSS PLAINS WI 53528 N/A PC General & Unrestricted (SEE GENERAL EXPLANATION ATTACHMENT) 1510000 ST FRANCIS XAVIER PARISH AND SCHOOL SUPPORTING ORG 2947 THINNES ST CROSS PLAINS WI 53528 N/A SO I General & Unrestricted 50000 ST FRANCIS XAVIER PARISH AND SCHOOL SUPPORTING ORG 2947 THINNES ST CROSS PLAINS WI 53528 N/A SO I Charitable Event 1000 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 10000 ST MARIA GORETTI CATHOLIC CHURCH 5313 FLAD AVE MADISON WI 53711 N/A PC General & Unrestricted 40000 ST MARYS OF PINE BLUFF CATHOLIC CHURCH 3673 OUNTY RD P CROSS PLAINS WI 53528 N/A PC General & Unrestricted 2000 TASK FORCE DAGGER FOUNDATION PO BOX 250 TERRA CEIA FL 34250 N/A PC General & Unrestricted 5000 THE WISCONSIN FFA FOUNDATION INC 1241 JOHN Q HAMMONS DR STE 200 MADISON WI 53717 N/A PC General & Unrestricted 5000 TOWN OF CROSS PLAINS 3734 COUNTY P CROSS PLAINS WI 53528 N/A GOV Community Center 10000 WISCONSIN 4-H FOUNDATION INC 702 LANGDON ST MADISON WI 53706 N/A PC General & Unrestricted 2500 WISCONSIN AMERICAN LEGION FOUNDATION INC PO BOX 388 PORTAGE WI 53901 N/A PC American Legion Post 245 8000 WISCONSIN AMPUTEE GOLF ASSOCIATION INC PO BOX 28441 GREEN BAY WI 54324 N/A PC General & Unrestricted 600 WISCONSIN VFW FOUNDATION INC PO BOX 242 CAMP DOUGLAS WI 54618 N/A PC for Post 8216 in Middleton, Wis 10000 WISCONSIN VFW FOUNDATION INC PO BOX 242 CAMP DOUGLAS WI 54618 N/A PC for Post 9511 in Mt. Horeb, Wisconsin. 8000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 N/A PC General & Unrestricted 5000 YOUNG LIFE 820 MAIN ST STE 200 LOUISVILLE CO 80027 N/A PC General & Unrestricted 10000 1894850 14 1149 14 217710 18 708682 927541 927541 false false false false false false false false false false X X 1 Kalscheur Steven J 3701 County Rd J Cross Plains WI 53528 2000000 X 2 ZANDER REVOCABLE TRUST DATED JUL 24 33 East Main Street Suite 500 Madison WI 53703 1510000 X 2 PARCEL 004/0807-354-8501-0 real property land DANE COUNTY, WI 170000 2020-07-02 2 PARCEL 004/0807/351/9050-8 real property land DANE COUNTY, WI 1340000 2020-07-02 990PF, Part XV PART I LINE 25 AND PART XV LINE 3A PART XV (FORM 990-PF) - DISTRIBUTION OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY TOTAL FAIR MARKET VALUE OF PROPERTY: $1,510,000 TOTAL BOOK VALUE OF PROPERTY: $1,510,000 TOTAL CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,510,000 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: $- DETAILS OF ITEM GRANTED: DESCRIPTION OF PROPERTY: CREEK CROSSING AT SAINT FRANCIS, INC UNITS: 100 DATE OF DISTRIBUTION: 7/7/2020 GRANT RECIPIENT: ST FRANCIS XAVIER CATHOLIC CHURCH FMV OF PROPERTY: $1,510,000 BOOK VALUE OF PROPERTY: $1,510,000 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,510,000 BANK AMER CORP MTN - 2.884% - 44833 46121 CITIGROUP INC NOTE - 3.668% - 41423 45501 COMCAST CORP NOTE - 4.150% - 1 41818 44539 CVS CAREMARK CORP NOTE - 4.300 44192 45219 ENTERPRISE PRODUCTS OPERTATING 27764 32763 GE CAP CORP NTS - 5.875% - 01/ 29858 35198 GOLDMAN SACHS - 3.800% - 03/15 45119 45866 JP MORGAN CHASE BANK - 4.203% 55717 60761 MICROSOFT CORP - 4.250% - 02/0 53192 62211 SHELL INT'L FINANCE - 2.875% - 43230 46450 VERIZON COMMUNICATIONS INC - 4 46106 45969 WELLS FARGO &CO MTN - 3.584% - 42545 46431 ACCENTURE PLC 40928 57205 ADIDAS AG 27233 35866 ADOBE SYSTEMS, INC 30488 38509 ADVANCE AUTO PARTS INC 6867 7876 ADYEN N.V. 23986 39022 AES CORP 24995 35603 AIA GROUP LTD ADR 25834 33998 AIRBUS GROUP 11712 18304 AKAMAI TECH COM STK 9238 9134 ALCON INC 23158 23819 ALEXION PHARMACEUTICALS, INC 7349 9999 ALIBABA GROUP HOLDING LTD 14433 12102 ALPHABET INC CL A 18759 22784 AMADEUS IT HLDS SA 27084 32235 AMAZON COM 65780 84680 AMER INTERNATIONAL GROUP INC 20464 20444 AMERICAN TOWER REIT INC 23737 22222 AMGEN INC 13416 12646 ANALOG DEVICES INC 16655 21273 ANHEUSER BUSCH COS INC 7467 7830 ANSYS INC 9121 10914 APPLE INC 28404 34632 APPLIED IDNS TECH 51722 68709 APPLIED MATERIALS INC 16487 29083 APTIV PLC 4630 7948 ARMSTRONG WORLD INDU 34793 47982 ARROW ELECTRONICS INC 84737 110046 ASML HOLDING NV NY REG SHS 30721 46821 ATLAS COPCO AB A SHS ADR 21029 20483 ATLASSIAN CORP PLC 19136 25960 AUTODESK, INC 14832 19847 AVERY DENNISON CORP 114855 168139 BALL CP 12723 14536 BANK OF AMERICA CORP 29221 33311 BARRICK GOLD CORPORATION 35468 33487 BAXTER INTERNATIONAL INC 28893 29368 BERKLEY W R CP 59798 82361 BERKSHIRE HATHAWAY INC. 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