KELLER FAMILY CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KELLER FAMILY CHARITABLE TRUST (EIN 39-1582385)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201231369349101308
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T10:26:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390974031 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537133074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391582385 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLER FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KELL | NameControl |
| Phone | 6082556787 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537032729 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT H KELLER | Name |
| Title | TRUSTEE | Title |
| Phone | 6082556787 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE MAYER CPA CFP | Name |
| PTIN | P00187180 | PTIN |
| Phone | 6082744020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 366524 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 17000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 195 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 195 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8828 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8828 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10723 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 856253 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10723 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 36746 | TotalRevenueAndExpenses |
| Total Net Investment Income | 19746 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 850 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 537 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 87 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3740 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3740 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5127 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3827 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 850 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16604 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16604 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21731 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3827 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17454 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 15015 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15919 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1513 | CashBOY |
| Cash EOY | 609 | CashEOY |
| Cash EOYFMV | 609 | CashEOYFMV |
| Investments Other BOY | 352817 | InvestmentsOtherBOY |
| Investments Other EOY | 368736 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 365915 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 354330 | TotalAssetsBOY |
| Total Assets EOY | 369345 | TotalAssetsEOY |
| Total Assets EOYFMV | 366524 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 135000 | CapitalStockBOY |
| Capital Stock EOY | 135000 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 219330 | RetainedEarningsBOY |
| Retained Earnings EOY | 234345 | RetainedEarningsEOY |
| Total Net Assets BOY | 354330 | TotalNetAssetsBOY |
| Total Net Assets EOY | 369345 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 354330 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 369345 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 354330 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 15015 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 369345 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 369345 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIRST BUSINESS TRUST & INVESTMENTS | P | 772115 | 777400 | -5285 | -5285 |
| FIRST BUSINESS TRUST & INVESTMENTS | P | 82831 | 68130 | 14701 | 14701 |
| CAPITAL GAINS DIVIDENDS | P | 1307 | 1307 | 1307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10723 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16199 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 347221 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046653 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 18704 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 326603 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057268 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 24401 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 402964 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060554 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 20467 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 467616 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043769 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11550 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 432203 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.026724 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.234968 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046994 | AverageDistributionRatio |
| Net Noncharitable Assets | 387389 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 18205 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 159 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 18364 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17454 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 318 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 318 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 318 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 318 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H KELLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6082556787 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537032729 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT H KELLER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537032729 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 0.50 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE KELLER FAMILY CHARITABLE TRUST PROVIDES SUPPORT TO NONPROFIT ORGANIZATIONS FOR A VARIETY OF CHARITABLE PURPOSES. | Description1 |
| Expenses1 | 16604 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 388425 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4863 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 393288 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 393288 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5899 | CashDeemedCharitable |
| Net Noncharitable Assets | 387389 | NetNoncharitableAssets |
| Minimum Investment Return | 19369 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19369 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 318 | TaxBasedOnInvestmentIncome |
| Total Tax | 318 | TotalTax |
| Distributable Amount Before Adj | 19051 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19051 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19051 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17454 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 17454 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 17454 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19051 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 15486 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 17454 | QualifyingDistributions |
| Applied To Year1 | 15486 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1968 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 17083 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT H KELLER | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT H KELLER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537032729 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6082556787 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | OCTOBER 31 | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASSOCIATION FOR RETARDED CITIZENS DODGE COUNTY INC | |||||||
| PO BOX 173 | BEAVER DAM | WI | 539160173 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| BEAVER DAM AREA COMMUNITY THEATRE INC | |||||||
| 219 N SPRING ST | BEAVER DAM | WI | 539162115 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| BEAVER DAM AREA ORCHESTRA INC | |||||||
| PO BOX 431 | BEAVER DAM | WI | 539160431 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| BEAVER DAM ELKS LODGE | |||||||
| 126 S SPRING ST | BEAVER DAM | WI | 539162330 | N/A | 501(C)(7) | ELKS LODGE CHARITABLE FUND | $250 |
| BEAVER DAM SCHOLARSHIP FOUNDATION INC | |||||||
| PO BOX 98 | BEAVER DAM | WI | 539160098 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| BETHEL HORIZONS FOUNDATION INC | |||||||
| 4651 COUNTY ROAD ZZ | DODGEVILLE | WI | 535338822 | N/A | 501(C)(3) | GENERAL SUPPORT | $750 |
| CENTER FOR RESILIENT CITIES INC | |||||||
| 200 N BLOUNT ST | MADISON | WI | 537032321 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| CHILD DEVELOPMENT INC | |||||||
| 412 S BALDWIN ST | MADISON | WI | 537034807 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| COMBAT BLINDNESS INTERNATIONAL INC | |||||||
| 6314 ODANA RD STE 6 | MADISON | WI | 537191161 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| FREEDOM WORKS | |||||||
| 400 N CAPITOL ST NW STE 765 | WASHINGTON | DC | 200011564 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| HABITAT FOR HUMANITY OF DANE COUNTY INC | |||||||
| PO BOX 258128 | MADISON | WI | 537258128 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 200024958 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 492421205 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| HORIZON HIGH SCHOOL | |||||||
| 5331 MOUNT ALIFAN DR | SAN DIEGO | CA | 921112622 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| MADISON CHILDREN'S MUSEUM INC | |||||||
| 100 STATE ST | MADISON | WI | 537032573 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| MADISON SENIOR CENTER FOUNDATION INC | |||||||
| 330 W MIFFLIN ST | MADISON | WI | 537032514 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| MERCATUS CENTER AT GEORGE MASON UNIVERSITY | |||||||
| 3351 FAIRFAX DR FL 4 | ARLINGTON | VA | 222014426 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| MIDDLETON OUTREACH MINISTRY INC | |||||||
| 7432 HUBBARD AVE | MIDDLETON | WI | 535623118 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| MONONA GROVE HIGH SCHOOL | |||||||
| 5301 MONONA DR | MONONA | WI | 537163126 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| OPPORTUNITY INTERNATIONAL | |||||||
| 2122 YORK RD STE 150 | OAK BROOK | IL | 605231999 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| PARTNERS ADVANCING VALUES IN EDUCATION INC | |||||||
| 135 W WELLS ST STE 850 | MILWAUKEE | WI | 532031844 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| PORCHLIGHT INC | |||||||
| 306 N BROOKS ST | MADISON | WI | 537151082 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| RAWHIDE INC | |||||||
| E7475 RAWHIDE RD | NEW LONDON | WI | 549619025 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| SWAN CITY ICE SKATERS | |||||||
| 225 S MAIN ST | COLUMBUS | WI | 539251341 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 200092502 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| THE SALVATION ARMY | |||||||
| 630 E WASHINGTON AVE | MADISON | WI | 537032917 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| URBAN LEAGUE GREATER MADISON INC | |||||||
| 2222 S PARK ST STE 200 | MADISON | WI | 537132168 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| WISCONSIN FAMILY COUNCIL INC | |||||||
| 222 S HAMILTON ST STE 23 | MADISON | WI | 537033201 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| WISCONSIN WOMEN'S NETWORK INC | |||||||
| 122 STATE ST STE 404 | MADISON | WI | 537032500 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| WISCONSIN YOUTH SYMPHONY ORCHESTRA INC | |||||||
| 455 N PARK ST | MADISON | WI | 537061405 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 110 ELDEN ST STE B | HERNDON | VA | 201704800 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| AMERICANS FOR PROSPERITY | |||||||
| 1126 S 70TH ST STE S410 | MILWAUKEE | WI | 532143151 | N/A | 501(C)(4) | GENERAL SUPPORT | $250 |
| STATE POLICY NETWORK | |||||||
| 1655 N FORT MYER DR STE 360 | ARLINGTON | VA | 222093108 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| MADISON SYMPHONY ORCHESTRA INC | |||||||
| 222 W WASHINGTON AVE STE 460 | MADISON | WI | 537032744 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| THE JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY INC | |||||||
| 44 E MIFFLIN ST STE 201 | MADISON | WI | 537032895 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| NATIONAL JOURNALISM CENTER | |||||||
| 110 ELDEN ST | HERNDON | VA | 201704891 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| BETHEL LUTHERAN CHURCH | |||||||
| 312 WISCONSIN AVE | MADISON | WI | 537032108 | N/A | 501(C)(3) | IN HONOR OF PASTOR BILL WHITE | $500 |
| HEALTH FIRST WISCONSIN INC | |||||||
| 321 E MAIN ST | MADISON | WI | 537032813 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 |
| UNITED WAY OF NORTH ROCK COUNTY INC | |||||||
| 205 N MAIN ST STE 101 | JANESVILLE | WI | 535463062 | N/A | 501(C)(3) | GENERAL SUPPORT | $104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16604 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $195 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,828 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,723 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $19,746 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 19746 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROBERT H KELLER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537032729 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 17000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $850 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 850 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIRST BUSINESS TRUST & INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 368736 | BookValue |
| EOYFMV | 365915 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PORTFOLIO MANAGEMENT FEES | Description |
| Revenue And Expenses Per Books | 3740 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3740 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT H KELLER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 448 W WASHINGTON AVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537032729 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $87 | 87 | 0 |
| FEDERAL EXCISE TAXES | $450 | 0 | 0 |