JAMES J AND ROSANNE C KELLER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAMES J AND ROSANNE C KELLER FAMILY FOUNDATION INC (EIN 20-2052136)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-22
- IRS object ID
- 201840819349100104
- Schema version
- 2017v2.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-22T13:05:52-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S POKER | PreparerPersonNm |
| PTIN | P01412026 | PTIN |
| Phone | 2629566560 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $302,472 | 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 | $459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,158 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,617 | 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 | $983 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $98 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $885 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $885 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $205,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,519 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $278,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $278,063 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $20,131 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,409 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $93,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $298,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $302,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $93,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $298,195 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $298,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $298,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $205,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $298,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $298,195 | 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 | $1,158 | GrossSalesPriceAmt |
| Gain Or Loss | $1,158 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,158 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,158 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,140 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $122,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.562567 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $124,352 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.211496 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $98,106 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.183475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $111,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.157308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,479 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.132487 | DistributionYr5Rt |
| Total Distribution | 1.247333 | TotalDistributionRt |
| Average Distribution | 0.249467 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $81,985 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,453 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,468 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,385 | 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 | $15 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15 | 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 | $15 | 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 |
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 | $24,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $4,084 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,084 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,084 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,370 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,246 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,967 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,127 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,103 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,009 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,084 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,301 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $156,753 | 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 | $6,246 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,967 | ExcessFromYear4Amt |
| Excess From Year3 | $13,127 | ExcessFromYear3Amt |
| Excess From Year2 | $20,103 | ExcessFromYear2Amt |
| Excess From Year1 | $63,009 | ExcessFromYear1Amt |
| Excess From Current Year | $42,301 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUBREY ROSE FOUNDATION | |||||||
| 3862 RACE ROAD | CINCINNATI | OH | 45211 | NONE | PUBLIC | GENERAL CHARITABLE PURPOSE | $500 |
| DON SHIRE MINISTRIES FAITH IN ACTION | |||||||
| 1800 W CAPITAL DRIVE | APPLETON | WI | 54914 | NONE | PUBLIC | GENERAL CHARITABLE PURPOSE | $500 |
| FOX VALLEY CHRISTIAN ACADEMY | |||||||
| 1450 OAKRIDGE ROAD PO BOX 799 | NEENAH | WI | 549570799 | NONE | PUBLIC | FUNDRAISER | $10,000 |
| NOME PUBLIC SCHOOLS | |||||||
| PO BOX 131 | NOME | AK | 99762 | NONE | PUBLIC | CHEER TEAM | $1,000 |
| OSHKOSH AREA COMMUNITY FOUNDATION | |||||||
| 230 OHIO STREET | OSHKOSH | WI | 549025894 | NONE | PUBLIC | 3 $1000 SCHOLARSHIPS | $3,000 |
| VALLEY CHRISTIAN SCHOOL | |||||||
| 3450 VINLAND ST | OSHKOSH | WI | 54901 | NONE | PUBLIC | ATHLETIC EQUIPMENT | $25,000 |
| WINNECONNE AREA COMMUNITY FOUNDATION (A COMPONENT OF OSHKOSH AREA COMM FDN) | |||||||
| PO BOX 476 | WINNECONNE | WI | 549860476 | NONE | PUBLIC | GOLF OUTING SPONSOR FOR COMMUNITY NEEDS | $2,500 |
| WINNECONNE YOUTH DIAMOND CLUB INC | |||||||
| PO BOX 92 | WINNECONNE | WI | 54986 | NONE | PUBLIC | ATHLETIC EQUIPMENT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,500 | 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 | $459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,617 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES J AND ROSANNE C KELLER | BusinessNameLine1Txt |
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 (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GABELLI SMALL CAP GROWTH | AT COST | $3,000 | $5,724 |
| OAKMARK EQUITY INCOME FUND | AT COST | $11,131 | $12,802 |
| PIMCO REAL RETURN FUND | AT COST | $3,000 | $2,905 |
| TEMPLETON GLOBAL BOND | AT COST | $3,000 | $2,977 |
| CASH IN TRANSIT | AT COST | $1 | $1 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $983 | LegalFeesAmt |
| Net Investment Income | $98 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $885 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $7 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |