KELLER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KELLER FAMILY CHARITABLE TRUST (EIN 39-1582385)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349103711
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T15:37:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391582385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLER FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 6082556787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537032729 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H KELLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6082556787 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE MAYER CPA | PreparerPersonNm |
| PTIN | P00187180 | PTIN |
| Phone | 6082744020 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.222.124.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 07:29:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 50C9C09D56ED613F9D7879BDC11063DCF385CB9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B169A553E6FC674180C4B0C62460B1C0CC916730 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $587,034 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,269 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,712 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,981 | 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 |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,797 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,797 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $773 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $312 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,722 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,252 | CashBOYAmt |
| Cash EOY | $6,541 | CashEOYAmt |
| Cash EOYFMV | $6,541 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,547 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $377,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $370,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $472,539 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $86,846 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $92,783 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $91,407 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $481,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $486,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $587,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $135,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $135,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $346,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $351,429 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $481,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $486,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $481,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $486,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $481,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $486,429 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $486,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $37,679 | $38,963 | -$1,284 | -$1,284 |
| SECURITIES | P | $206,438 | $175,513 | $30,925 | $30,925 |
| CAPITAL GAINS DIVIDENDS | P | $71 | $71 | $71 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,712 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $614,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043440 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,572 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $536,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045764 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,263 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $525,999 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046127 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,543 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $504,661 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042688 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,318 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $437,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041917 | DistributionYr5Rt |
| Total Distribution | 0.219936 | TotalDistributionRt |
| Average Distribution | 0.043987 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $647,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,476 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,833 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $357 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT H KELLER | IndividualWithBooksNm |
| Phone | 6082556787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537032729 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H KELLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537032729 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | IN 2018, THE KELLER FAMILY CHARITABLE TRUST PROVIDED SUPPORT TO 30 NONPROFIT ORGANIZATIONS FOR A VARIETY OF CHARITABLE PURPOSES. | Description1Txt |
| Expenses1 | $30,500 | 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 | $637,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $657,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $657,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $647,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $357 | TotalTaxAmt |
| Distributable Before Adj | $32,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $357 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,743 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,285 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Total For Prior Years | $46 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,285 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $46 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $46 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,197 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT H KELLER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT H KELLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537032729 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082556787 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT A LETTER REQUEST THAT STATES THE BACKGROUND OF THE CHARITY, INCLUDING ITS CHARITABLE PURPOSE, AND THE CLIENTS IT SERVES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WISCONSIN MASONIC FOUNDATION | |||||||
| 36275 SUNSET DR | DOUSMAN | WI | 53118 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GLACIERS EDGE COUNCIL INC BOY SCOUTS OF AMERICA | |||||||
| PO BOX 14135 | MADISON | WI | 53708 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ACCESS COMMUNITY HEALTH | |||||||
| 2901 W BELTLINE HWY | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BAYVIEW FOUNDATION | |||||||
| 601 BAY VIEW | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BEAVER DAM SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 98 | BEAVER DAM | WI | 53916 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BEAVER DAM UNIFIED SCHOOL DISTRICT | |||||||
| 705 MCKINLEY ST | BEAVER DAM | WI | 53916 | N/A | PC | SUPPORT PARTNERS IN LEARNING PROGRAM | $1,000 |
| BETHEL HORIZONS | |||||||
| 4651 COUNTY ROAD ZZ | DODGEVILLE | WI | 53533 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CABLE NATURAL HISTORY MUSEUM | |||||||
| 13470 CO HWY M | CABLE | WI | 54821 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WISCONSIN FAMILY COUNCIL INC | |||||||
| PO BOX 14440 | MADISON | WI | 53708 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CENTER FOR RESILIENT CITIES | |||||||
| 501 E BADGER RD | MADISON | WI | 53713 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1852 W 22ND PL | CHICAGO | IL | 60608 | N/A | PC | GENERAL SUPPORT | $1,000 |
| EDCHOICE | |||||||
| 1111 MONUMENT CIRCLE STE 2650 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GOODMAN COMMUNITY CENTER | |||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LUSSIER COMMUNITY CENTER | |||||||
| 55 S GAMMON RD | MADISON | WI | 53717 | N/A | PC | GENERAL SUPPORT | $1,500 |
| MADISON CHILDREN'S MUSEUM | |||||||
| 100 N HAMILTON ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MADISON PUBLIC LIBRARY | |||||||
| 201 W MIFFLIN ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MADISON SENIOR CENTER | |||||||
| 380 MIFFLIN ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NEIGHBORHOOD HOUSE COMMUNITY CENTER | |||||||
| 29 S MILLS ST | MADISON | WI | 53715 | N/A | PC | GENERAL SUPPORT | $1,000 |
| OPPORTUNITY INTERNATIONAL | |||||||
| 550 W VAN BUREN ST | CHICAGO | IL | 60607 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PEOPLE AGAINST A VIOLENT ENVIRONMENT | |||||||
| PO BOX 561 | BEAVER DAM | WI | 53916 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ST MARIA GORETTI | |||||||
| 5313 FLAD AVE | MADISON | WI | 53711 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SWAN CITY SKATERS | |||||||
| 609 GOULD ST | BEAVER DAM | WI | 53916 | N/A | PC | GENERAL SUPPORT | $1,000 |
| TO EVERY NATION | |||||||
| PO BOX 8563 | GREENVILLE | TX | 75404 | N/A | PC | GENERAL SUPPORT | $1,000 |
| VSA WISCONSIN | |||||||
| 1709 ABERG AVE STE 1 | MADISON | WI | 53704 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WATERMARK COMMUNITY CENTER | |||||||
| 209 S CENTER ST | BEAVER DAM | WI | 53916 | N/A | PC | GENERAL SUPPORT | $1,000 |
| YAHARA HOUSE | |||||||
| 802 E GORHAM ST | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,000 |
| YOUNG AMERICA FOUNDATION | |||||||
| 11480 COMMERCE PARK DR STE 600 | RESTON | VA | 20191 | N/A | PC | GENERAL SUPPORT | $1,000 |
| JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY INC | |||||||
| 44 EAST MIFFLIN STREET SUITE 201 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,712 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,654 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $92,783 | EOYBookValueAmt |
| EOYFMV | $91,407 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $370,558 | EOYBookValueAmt |
| EOYFMV | $472,539 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,797 | Amt |
| Net Investment Income | $6,797 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INVESTMENT TAXES | $312 | $312 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $447 | $0 | $0 |
| EXCISE TAX ON UNDISTRIBUTED INCOME | $14 | $0 | $0 |