Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE JOHN E KUENZL FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2886   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OSHKOSH, WI549032886
A Employer identification number

39-1998578
B Telephone number (see instructions)

(920) 231-5890
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$40,289,982J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 16,238,367
2 Check bullet
3 Interest on savings and temporary cash investments 24,346 24,346  
4 Dividends and interest from securities...... 887,084 887,084  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 430,071
b Gross sales price for all assets on line 6a 5,542,771
7 Capital gain net income (from Part IV, line 2)... 430,071
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 259,716 0  
12 Total. Add lines 1 through 11........ 17,839,584 1,341,501  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 40,085 20,042   20,043
c Other professional fees (attach schedule).... Click to see attachment 45,763 45,763   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 342,885 275,242   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 25,173 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 453,906 341,047   20,043
25 Contributions, gifts, grants paid........ 1,007,800 1,007,800
26 Total expenses and disbursements. Add lines 24 and 25 1,461,706 341,047   1,027,843
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,377,878
b Net investment income (if negative, enter -0-) 1,000,454
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 51,720 34,157 34,157
2 Savings and temporary cash investments.......... 538,926 619,132 619,132
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet547,058
Less: allowance for doubtful accounts bullet0 655,428 547,058 547,058
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 7,337,542 Click to see attachment24,589,014 28,127,966
c Investments—corporate bonds (attach schedule)........ 5,231,035 Click to see attachment4,101,708 4,225,454
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 12,184,907 Click to see attachment12,493,644 6,736,215
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,999,558 42,384,713 40,289,982
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 25,999,558 42,384,713
30 Total net assets or fund balances (see page 17 of the
instructions).................... 25,999,558 42,384,713
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 25,999,558 42,384,713
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 25,999,558
2 Enter amount from Part I, line 27a..................... 2 16,377,878
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 7,277
4 Add lines 1, 2, and 3.......................... 4 42,384,713
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 42,384,713
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 5,410,688   5,112,700 297,988
b 132,083     132,083
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       297,988
b       132,083
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 430,071
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,065,070 21,274,833 0.050062
2011 1,116,508 21,786,286 0.051248
2010 1,151,525 23,211,313 0.049611
2009 1,114,205 23,132,280 0.048167
2008 801,930 24,463,682 0.032780
2 Total of line 1, column (d) ...................... 2 0.231868
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.046374
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 22,390,433
5 Multiply line 4 by line 3....................... 5 1,038,334
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 10,005
7 Add lines 5 and 6......................... 7 1,048,339
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,027,843
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 20,009
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 20,009
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,009
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 14,120
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,120
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 62
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,951
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletGERALD STADTMUELLER Telephone no.bullet (920) 231-5890
    Located atbullet100 CITY CENTEROSHKOSHWI ZIP+4bullet54903
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JAMES J WILLIAMSON VICE PRESIDENT/SECRETARY
    0.50     		0 0 0
    PO BOX 2886
    OSHKOSH,WI54903
    GERALD STADTMUELLER PRESIDENT/TREASURER
    0.50     		0 0 0
    PO BOX 2886
    OSHKOSH,WI54903
    NORMA KUENZL DIRECTOR
    0.50     		0 0 0
    PO BOX 2886
    OSHKOSH,WI54903
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,119,522
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    20,009
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    43,363
    c
    Add lines 2a and 2b............................
    2c
    63,372
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,056,150
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,056,150
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,056,150
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,056,150
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 1,007,557
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,027,843
    a Applied to 2012, but not more than line 2a 1,007,557
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 20,286
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		1,035,864
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NORMA KUENZL
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GERALD J STADTMUELLER
    P O BOX 2886
    OSHKOSH,WI54903
    (920) 231-5890
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN WRITING ALONG WITH THE NAME AND ADDRESS OF THE APPLICANT AND A DESCRIPTION OF HOW THE FUNDS WILL BE USED.
    cAny submission deadlines:
    DECEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN DIABETES FOUNDATION
    1701 NORTH BEAUREGARD STREET
    ALEXANDRIA,VA22311     		NONE PC GENERAL PURPOSE 5,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE PC GENERAL PURPOSE 5,000
    AMERICAN LEGION TIER-PUDDY POST 75
    PO BOX 424
    FOND DU LAC,WI54936     		NONE NC GENERAL PURPOSE 1,000
    AMERICAN NATIONAL RED CROSS
    2025 E STR NW
    WASHINGTON,DC20006     		NONE PC OKLAHOMA TORNADO FUND 10,000
    AMERICAN RED CROSS OF EASTERN WI
    515 S WASHBURN ST 206
    OSHKOSH,WI54904     		NONE PC GENERAL PURPOSE 5,000
    AMERICAN RED CROSS OF FOND DU LAC
    272 N MAIN ST
    FOND DU LAC,WI54935     		NONE PC GENERAL PURPOSE 5,000
    ARC-WINNEBAGO COUNTY DISABILITY ASSOCIATION INC
    115 WASHINGTON AVE STE A
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 5,000
    BLOOMER FIRE DEPARTMENT
    1503 MAIN STREET
    BLOOMER,WI54724     		NONE PC GENERAL PURPOSE 2,500
    BOYS AND GIRLS CLUB OF OSHKOSH
    501 EAST PARKWAY AVENUE
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 80,000
    CHRISTINE ANN DOMESTIC ABUSE SERVICES
    1416 SOUTH COMMERCIAL
    NEENAH,WI54956     		NONE PC GENERAL PURPOSE 5,000
    CLARITY CARE
    424 WASHINGTON AVE
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 15,000
    COMMUNITY CLOTHES CLOSET
    1465B OPPORTUNITY WAY
    MENASHA,WI54952     		NONE PC GENERAL PURPOSE 1,000
    DAY BY DAY WARMING SHELTER
    449 HIGH AVE
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 20,000
    ELDORADO VOLUNTEER FIRE DEPARTMENT
    W9218 COUNTY RD N
    ELDORADO,WI54932     		NONE PC GENERAL PURPOSE 2,500
    EXPERIMENTAL AIRCRAFT ASSOCIATION
    3000 POBEREZNY RD
    OSHKOSH,WI54902     		NONE PC GENERAL PURPOSE 5,000
    FRIENDS OF WISCONSIN PUBLIC TELEVISION
    821 UNIVERSITY AVE NO 1076
    MADISON,WI53706     		NONE PC GENERAL PURPOSE 50,000
    GREENVILLE FIRE RESCUE
    W6860 PARKVIEW DR
    GREENVILLE,WI54942     		NONE PC GENERAL PURPOSE 500
    GROWING OSHKOSH
    36 BROAD STR
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 15,000
    HOOPER COMMUNITY CENTER
    36 BROAD STREET 100
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 15,000
    JASPER PICKETT FOUNDATION
    PO BOX 336
    PICKETT,WI54964     		NONE PC GENERAL PURPOSE 1,000
    LIVING HEALTHY COMMUNITY CLINIC
    510 DOCTORS COURT
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 11,000
    MERCY MEDICAL CENTER FOUNDATION OF OSHKOSH
    PO BOX 3370
    OSHKOSH,WI54903     		NONE PC GENERAL PURPOSE 10,000
    NEENAH HIGH SCHOOL BOOSTER CLUB
    1375 MARTINGALE LANE
    NEENAH,WI54956     		NONE PC GENERAL PURPOSE 5,000
    NEIGHBORHOOD HOUSING SERVICES OF KENOSHA
    6524 14TH AVE
    KENOSHA,WI53140     		NONE PC GENERAL PURPOSE 25,000
    NOVA COUNSELING SERVICES
    3240 JACKSON ST
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 10,000
    OCCUPAWS GUIDE DOG ASSOCIATION
    5659 ENCHANTED VALLEY RD
    CROSS PLAINS,WI53528     		NONE PC GENERAL PURPOSE 1,000
    ONE FUND BOSTON
    PO BOX 990009
    BOSTON,MA02199     		NONE PC GENERAL PURPOSE 10,000
    OSHKOSH AREA COMMUNITY FOUNDATION
    230 OHIO ST 100
    OSHKOSH,WI54902     		NONE PC GENERAL PURPOSE 15,000
    OSHKOSH AREA COMMUNITY FOUNDATION
    230 OHIO ST 100
    OSHKOSH,WI54902     		NONE PC US VENTURE 145,000
    OSHKOSH AREA COMMUNITY FOUNDATION
    230 OHIO ST 100
    OSHKOSH,WI54902     		NONE PC OSHKOSH INCLUSION PARK PROJECT 25,000
    OSHKOSH AREA HUMANE SOCIETY
    1925 SHELTER CT
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 15,000
    OSHKOSH AREA UNITED WAY
    36 BROAD STREET 100
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 150,000
    OSHKOSH COMMUNITY FOOD PANTRY
    2551 JACKSON ST
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 150,000
    OSHKOSH COMMUNITY YMCA
    324 WASHINGTON AVE
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 55,000
    OSHKOSH COMMUNITY YMCA
    324 WASHINGTON AVE
    OSHKOSH,WI54901     		NONE PC TECH VENTURE KIDS CAMP 5,000
    OSHKOSH OPERA HOUSE FOUNDATION
    222 PEARL AVENUE
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 25,000
    OSHKOSH PUBLIC MUSEUM
    1331 ALGOMA BLVD
    OSHKOSH,WI54901     		NONE EOF GENERAL PURPOSE 5,000
    OSHKOSH SYMPHONY ORCHESTRA
    36 BROAD STR STE LL20
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 15,000
    OXFORD FIRE DEPARTMENT
    W8593 STATE ROAD 82
    OXFORD,WI53952     		NONE PC GENERAL PURPOSE 2,500
    PAINE ART CENTER AND GARDENS
    1410 ALGOMA BLVD
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 25,000
    PAINE ART CENTER AND GARDENS
    1410 ALGOMA BLVD
    OSHKOSH,WI54901     		NONE PC WOUNDED WARRIOR 1,800
    REACH COUNSELING SERVICES
    1370 S COMMERCIAL ST
    NEENAH,WI54956     		NONE PC GENERAL PURPOSE 2,500
    ROSHOLT FIRE DEPARTMENT
    101 S MAIN ST
    ROSHOLT,WI54473     		NONE PC GENERAL PURPOSE 2,500
    SALVATION ARMY
    417 ALGOMA BLVD
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 6,000
    STOCKBRIDGE FIRE DEPARTMENT
    116 SOUTH MILITARY ST
    STOCKBRIDGE,WI53088     		NONE PC GENERAL PURPOSE 2,000
    TOWN OF NEENAH FIRE DEPARTMENT
    1600 BREEZEWOOD LN
    NEENAH,WI54956     		NONE PC GENERAL PURPOSE 2,500
    TRI-COUNTY COMMUNITY DENTAL CLINIC
    9 TRI-PARK WAY
    APPLETON,WI54914     		NONE PC GENERAL PURPOSE 6,500
    VAN DYNE FIRE DEPARTMENT
    N9515 VAN DYNE RD
    VAN DYNE,WI54979     		NONE PC GENERAL PURPOSE 2,500
    WACO FOUNDATION
    1105 WOODED ACRES STE 701
    WACO,TX76710     		NONE PC WEST TEXAS DISASTER RELIEF 10,000
    WINNEBAGO COUNTY FAIR ASSOCIATION
    3017 STATE ROAD 116
    OMRO,WI54963     		NONE PC GENERAL PURPOSE 1,000
    WINNEBAGO COUNTY HISTORICAL AND ARCHEOLOGICAL SOCIETY
    234 CHURCH AVENUE
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 5,000
    WINNEBAGO COUNTY LITERACY COUNCIL
    106 WASHINGTON AVE
    OSHKOSH,WI54901     		NONE PC GENERAL PURPOSE 2,500
    WINNECONNE AREA ASSISTANCE CENTER INC
    102 S 3RD STR
    WINNECONNE,WI54986     		NONE PC GENERAL PURPOSE 10,000
    Total .................................bullet 3a 1,007,800
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 24,346  
    4 Dividends and interest from securities....     14 887,084  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 430,071  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aINCOME PER GAMBRINUS ENTERPRISES, INC. K-1         260,579
    bINCOME PER CENTURY INVESTMENT FUND V K-1         -863
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,341,501 259,716
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,601,217
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A ORDINARY BUSINESS INCOME(LOSS) RECEIVED FROM GAMBRINUS ENTERPRISES K-1
    11B ORDINARY BUSINESS INCOME(LOSS) RECEIVED FROM CENTURY INVESTMENT FUND V
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE JOHN E KUENZL FOUNDATION INC
     
    Employer identification number

    39-1998578
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE JOHN E KUENZL FOUNDATION INC
          		Employer identification number

    39-1998578
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ESTATE OF NORMA KUENZL  
    2850 S OAKWOOD RD
     
    OSHKOSH, WI54904

    		$15,728,563


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    ESTATE OF NORMA KUENZL  
    2850 S OAKWOOD RD
     
    OSHKOSH, WI54904

    		$509,804


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE JOHN E KUENZL FOUNDATION INC
          		Employer identification number

    39-1998578
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 100% EQUITY IN LEE BEVERAGE CO. $15,728,563 2013-11-01
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 LANDHOLDT SECURITY INVESTMENTS $509,804 2013-10-18
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE JOHN E KUENZL FOUNDATION INC
          		Employer identification number

    39-1998578
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 40,085 20,042   20,043

    TY 2013 AppliedToPriorYearElection
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Election:
    PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FOR THE TAX YEAR ENDING 12/31/08.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX INCOME FUND 453,816 489,539
    EATON VANC FLOATING RATE 1 609,903 673,721
    EATON VANCE MUT FDS TR 241,843 262,875
    JP MORGAN HIGH YIELD BOND FUND 257,636 259,070
    JP MORGAN SHORT DURATION BOND 736,312 741,411
    JP MORGAN STRATEGIC INCOME 226,876 262,907
    JP MORGAN TR I INFL MANAGED BD SEL 270,708 262,737
    DOUBLELINE FDS TR 481,726 456,147
    GS MARKET PLUS ASIS FX NT 5-16-14 90,000 82,148
    JPM CORE BOND FUND - SEL 472,198 466,906
    JPM MULTI SECTOR INCOME FD - SEL 260,690 267,993

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CMS ENERGY 85,000 267,700
    CVS CORP 49,902 85,884
    FIDELITY NATIONAL INFO 25,503 73,434
    FIRST ENERGY 156,480 131,920
    XSTELOS HOLDINGS 1,647 459
    FOSTER WHEELER 11,100 33,000
    INTL RECTIFIER 881,200 521,400
    ISHARES TR RUSSELL MIDCAP INDEX 294,399 387,848
    BANK OF MONTREAL (M&I MERGER) 98,868 25,464
    NEWPARK RESOURCES 4,767 10,324
    THE TIMKEN COMPANY 94,760 220,280
    UNISYS CORP 137,950 33,570
    JP MORGAN US LARGE CAP CORE PLUS 584,014 658,624
    XCEL ENERGY 50,445 83,820
    GATEWAY FUND - Y 368,044 401,777
    ARTISIAN INTL VALUE FUND 307,331 458,564
    JP MORGAN INTREPID AMERICAN 230,872 326,950
    JP MORGAN LARGE CAP GROWTH FUND 225,131 324,562
    JP MORGAN STR INC. OPP FD 770,490 766,577
    NEUBERGER BERMAN MULTI CAP 473,202 683,736
    SPDR S&P 500 EFT TRUST 960,248 1,135,474
    PRUDENTIAL JENNISON MID-CAP 368,989 451,609
    CAPITAL PRIVATE CLIENT SVCS 361,817 417,278
    MATTHEWS PACIFIC TIGER INSTL FUND 264,642 298,521
    HSBC FDS 361,969 344,482
    JPM REN SPX 9/4/14 130,000 141,336
    OAKMARK INTERNATIONAL FUND 323,403 336,657
    VANGUARD FTSE EURPORT ETF 139,078 144,236
    T ROWE PRICE NEW ASIA 118,071 119,716
    DELAWARE EMERGING MARKETS FUND 124,474 136,837
    JPM CHINA REGION FD 118,934 128,101
    JPM TR I GL RES ENH IDX FD 251,900 281,531
    NUVEEN MUN HIGH INCOME OPPORTUNITY FUND 244,329 247,968
    PIONEER MUN HIGH INCOME ADVANTAGE TR 241,492 239,274
    LEE BEVERAGE CO., INC. 15,728,563 18,209,053

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GAMBRINUS AT COST 10,483,947 4,788,589
    ARBRITRAGE FUNDS I AT COST 370,467 365,551
    CENTURY INVESTMENT FUND V AT COST 109,318 0
    JPM BREN MXEA 6/25/13 AT COST 130,000 148,603
    DB MARKET PLUS SX5E 3/19/14 AT COST 110,000 132,095
    EQUINOX FDS TR AT COST 631,723 640,143
    GOLDMAN SACHS TR AT COST 178,186 181,247
    BARC BEN BRENT 9/29/14 AT COST 65,000 66,073
    JPM ENHANCED BETA AT COST 145,000 147,741
    PIMCO COMMODITIES PLUS STRATEGY AT COST 145,003 145,823
    SG LEV COMMODITY CBEN 4/2/14 AT COST 125,000 120,350

    TY 2013 OtherExpensesSchedule
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GAMBRINUS ENTERPRISES, INC. K-1 709 0   0
    PENALTIES & INTEREST 24,452 0   0
    OTHER EXPENSES 12 0   0


    TY 2013 OtherIncomeSchedule2
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME PER GAMBRINUS ENTERPRISES, INC. K-1 260,579   260,579
    INCOME PER CENTURY INVESTMENT FUND V K-1 -863   -863


    TY 2013 OtherIncreasesSchedule
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Description Amount
    ADJUSTMENTS TO VARIOUS INVESTMENTS' COST BASIS 7,277


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VALUATION FEES 45,763 45,763   0


    TY 2013 TaxesSchedule
    Name:
    THE JOHN E KUENZL FOUNDATION INC
    EIN: 39-1998578
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAXES 341,247 273,604   0
    FOREIGN TAX PAID 1,638 1,638   0