KELLER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KELLER FAMILY CHARITABLE TRUST (EIN 39-1582385)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349100342
- Schema version
- 2014v5.0
- 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
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T09:15:30-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2110 LUANN LN | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537133074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-05-07 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $531,688 | 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 | $21,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,679 | 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 | $815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $272 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $543 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,913 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,281 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,342 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,561 | CashBOYAmt |
| Cash EOY | $617 | CashEOYAmt |
| Cash EOYFMV | $617 | CashEOYFMVAmt |
| Other Investments BOY | $400,631 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $423,051 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $531,071 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $403,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $423,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $531,688 | 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 | $268,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $288,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $403,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $423,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $403,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $423,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $403,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $806 | OtherIncreasesAmt |
| Subtotal | $423,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $423,668 | 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 | $161,247 | $159,260 | $1,987 | $1,987 |
| SECURITIES | P | $119,810 | $105,553 | $14,257 | $14,257 |
| CAPITAL GAINS DIVIDENDS | P | $45 | $45 | $45 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,289 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,318 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $437,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041917 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $391,505 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049425 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $387,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045055 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,199 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $347,221 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046653 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $326,603 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057268 | DistributionYr5Rt |
| Total Distribution | 0.240318 | TotalDistributionRt |
| Average Distribution | 0.048064 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $504,661 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,256 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $213 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,469 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,543 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $133 | OverpaymentAmt |
| Applied To ES Tax | $133 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H KELLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 2014, THE KELLER FAMILY CHARITABLE TRUST PROVIDED SUPPORT TO 25 NONPROFIT ORGANIZATIONS FOR A VARIETY OF CHARITABLE PURPOSES. | Description1Txt |
| Expenses1 | $21,000 | 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 | $510,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $512,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $512,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $504,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $427 | TotalTaxAmt |
| Distributable Before Adj | $24,806 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,806 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,806 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,543 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,543 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,806 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,868 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,868 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,675 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,131 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH | ||||||||
| 2202 S PARK ST | MADISON | WI | 537131916 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| BEAVER DAM AREA COMMUNITY THEATER | ||||||||
| PO BOX 216 | BEAVER DAM | WI | 539160216 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| BEAVER DAM ELKS LODGE | ||||||||
| 126 S SPRING ST | BEAVER DAM | WI | 539160216 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| BEAVER DAM SCHOLARSHIP FOUNDATION | ||||||||
| 718 PARK AVE | BEAVER DAM | WI | 539162204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| BETHEL HORIZONS | ||||||||
| 4651 COUNTY HIGHWAY ZZ | DODGEVILLE | WI | 53533 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CABLE NATURAL HISTORY MUSEUM INC | ||||||||
| PO BOX 416 | CABLE | WI | 548210416 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CRISTO RAY NETWORK | ||||||||
| 14 EAST JACKSON BOULEVARD SUITE | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | 1200 |
| FRIEDMAN FOUNDATION | ||||||||
| 951 E WYE LN | MILWAUKEE | WI | 532173649 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| GOODMAN COMMUNITY CENTER | ||||||||
| 149 WAUBESA ST | MADISON | WI | 537045430 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 492421205 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| HORIZON HIGH SCHOOL OF MADISON INC | ||||||||
| 7002 HUBBARD AVE | MIDDLETON | WI | 537443230 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LUSSIER COMMUNITY EDUCATION CENTER | ||||||||
| 55 S GAMMON RD | MADISON | WI | 537171479 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| MADISON CHILDREN'S MUSEUM | ||||||||
| 100 N HAMILTON ST | MADISON | WI | 537032116 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MADISON SENIOR CENTER | ||||||||
| 330 W MIFFLIN ST | MADISON | WI | 537032321 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MERCATUS CENTER | ||||||||
| 3434 WASHINGTON BLVD 4TH FL | ARLINGTON | VA | 22201 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| MIDDLETON OUTREACH MINISTRY | ||||||||
| 3502 PARMENTER ST | MIDDLETON | WI | 535621535 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| OPPORTUNITY INTERNATIONAL | ||||||||
| 2122 YORK RD STE 150 | OAK BROOK | IL | 605231999 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| OVERTURE CENTER FOUNDATION | ||||||||
| 201 STATE ST | MADISON | WI | 53703 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PARTNERS ADVANCING VALUES IN EDUCATION INC | ||||||||
| 135 W WELLS ST NO 850 | MILWAUKEE | WI | 532031807 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| RAWHIDE | ||||||||
| E7475 RAWHIDE RD | NEW LONDON | WI | 549619025 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SALVATION ARMY | ||||||||
| 630 E WASHINGTON AVENUE | MADISON | WI | 53703 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| VSA WISCONSIN | ||||||||
| 1709 ABERG AVE SUITE 1 | MADISON | WI | 53704 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| WATERMARK COMMUNITY CENTER | ||||||||
| 114 E THIRD ST | BEAVER DAM | WI | 53916 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| YAHARA HOUSE | ||||||||
| 625 WEST WASHINGTON AVENUE | MADISON | WI | 53703 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| FM KIRBY HEADQUARTERS 110 ELDEN ST | HERNDON | VA | 20170 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,679 | 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 | ROBERT H KELLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $21,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $815 | Amt |
| Net Investment Income | $272 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $543 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIRST BUSINESS TRUST & INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $423,051 | BookValueAmt |
| EOYFMV | $531,071 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $806 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,913 | Amt |
| Net Investment Income | $4,913 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $152 | $152 | $0 |
| FEDERAL EXCISE TAXES | $1,129 | $0 | $0 |