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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
BRAKEBUSH FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)N4993 6TH DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTFIELD, WI539648200
A Employer identification number

81-1198198
B Telephone number (see instructions)

(608) 296-2121
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$821,692
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 2,130,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 2,130,000 0  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 5,615 0  
20 Occupancy.............. 16,172 0   16,172
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 281 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,068 0   16,172
25 Contributions, gifts, grants paid....... 1,477,320 1,477,320
26 Total expenses and disbursements. Add lines 24 and 25 1,499,388 0   1,493,492
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 630,612
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 181,080 25,561 25,561
2 Savings and temporary cash investments.........      
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) bullet  
Less: allowance for doubtful accounts bullet        
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet801,746
Less: accumulated depreciation (attach schedule) bullet5,615 0 Click to see attachment796,131 796,131
15 Other assets (describe bullet) Click to see attachment10,000 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 191,080 821,692 821,692
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 191,080 821,692
29 Total net assets or fund balances (see instructions)..... 191,080 821,692
30 Total liabilities and net assets/fund balances (see instructions). 191,080 821,692
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
191,080
2
Enter amount from Part I, line 27a .....................
2
630,612
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
821,692
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 29 .
6
821,692
Form 990-PF (2021)
Form 990-PF (2021)
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.)
1a
b
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
b
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
b
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  
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 the instructions
for the 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
Yes
 
If "Yes," attach a detailed description of the activities.Click to see attachment
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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 ofbulletCHARI SCHIEBER Telephone no.bullet (608) 296-2121

    Located atbulletN4993 6TH DRIVEWESTFIELDWI ZIP+4bullet539648200
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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 instructions ..........
    1b
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
     
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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
    CHARI SCHIEBER PRESIDENT
    2.50
    0 0 0
    N4993 6TH DRIVE
    WESTFIELD,WI53964
    MEGAN BRAKEBUSH TREASURER/SECRETARY
    2.50
    0 0 0
    N4993 6TH DRIVE
    WESTFIELD,WI53964
    CATHY ROBINSON DIRECTOR
    2.50
    0 0 0
    N4993 6TH DRIVE
    WESTFIELD,WI53964
    JUDY BRAKEBUSH DIRECTOR
    2.50
    0 0 0
    N4993 6TH DRIVE
    WESTFIELD,WI53964
    CAREY BRAKEBUSH DIRECTOR
    2.50
    0 0 0
    N4993 6TH DRIVE
    WESTFIELD,WI53964
    SEAN DALEY DIRECTOR
    2.50
    0 0 0
    N4993 6TH DRIVE
    WESTFIELD,WI53964
    CAMI DALEY DIRECTOR
    2.50
    0 0 0
    N4993 6TH DRIVE
    WESTFIELD,WI53964
    AMY FIESS DIRECTOR
    2.50
    0 0 0
    N4993 6TH DRIVE
    WESTFIELD,WI53964
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 VIII-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  
    Part VIII-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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    350,914
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    350,914
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    350,914
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    5,264
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    345,650
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    17,283
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    17,283
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    17,283
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    17,283
    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 XII, line 1 ...
    7
    17,283
    Part XI
    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 VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 17,283
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 2,517,853
    b From 2017...... 4,765,921
    c From 2018...... 3,836,650
    d From 2019...... 2,583,458
    e From 2020...... 1,664,535
    f Total of lines 3a through e ........ 15,368,417
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,295,238
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 17,283
    e Remaining amount distributed out of corpus 2,277,955
    5 Excess distributions carryover applied to 2021. 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 17,646,372
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    2,517,853
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    15,128,519
    10 Analysis of line 9:
    a Excess from 2017.... 4,765,921
    b Excess from 2018.... 3,836,650
    c Excess from 2019.... 2,583,458
    d Excess from 2020.... 1,664,535
    e Excess from 2021.... 2,277,955
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    89589Q
    1909 W SECOND ST
    APPLETON,WI54914
      PC SPRING FUNDRAISER 5,000
    ADAMS FOOD PANTRY
    1874 WIS HWY 13
    FRIENDSHIP,WI53934
      PC 1ST QUARTER DONATION 5,000
    ADAMS FOOD PANTRY
    1874 WIS HWY 13
    FRIENDSHIP,WI53934
      PC 2ND QUARTER DONATION 5,000
    ADAMS FOOD PANTRY
    1874 WIS HWY 13
    FRIENDSHIP,WI53934
      PC 3RD QUARTER DONATION 5,000
    ADAMS FOOD PANTRY
    1874 WIS HWY 13
    FRIENDSHIP,WI53934
      PC 4TH QUARTER DONATION 5,000
    ALLIANCE DEFENDING FREEDOM
    15100 NORTH 90TH ST
    SCOTTSDALE,AZ85260
      PC WHERE NEEDED MOST 20,000
    ALLIANCE DEFENDING FREEDOM
    15100 NORTH 90TH ST
    SCOTTSDALE,AZ85260
      PC YEAR END DONATION 15,000
    ALZHEIMER'S & DEMENTIA ALLIANCE WIS
    PO BOX 405
    MONTELLO,WI53949
      PC SUPPORT LOCAL ORGANIZATION 500
    ALZHEIMER'S & DEMENTIA ALLIANCE WIS
    PO BOX 405
    MONTELLO,WI53949
      PC YEAR END DONATION 5,000
    AMERICAN BRAIN TUMOR ASSOC
    8550 W BRYN MAWR AVE STE 550
    CHICAGO,IL60631
      PC YEAR END DONATION 5,000
    BETHESDA WORLD MISSION
    86 BURD ST
    NYACK,NY10960
      PC SECURITY FOR THE HELP FOR HAITI COMPOUND 5,000
    BEYOND BLESSED PANTRY
    4143 8TH AVE
    WISCONSIN DELLS,WI53965
      PC 1ST QUARTER DONATION 5,000
    BEYOND BLESSED PANTRY
    4143 8TH AVE
    WISCONSIN DELLS,WI53965
      PC 2ND QUARTER DONATION 5,000
    BEYOND BLESSED PANTRY
    4143 8TH AVE
    WISCONSIN DELLS,WI53965
      PC 3RD QUARTER DONATION 5,000
    BEYOND BLESSED PANTRY
    4143 8TH AVE
    WISCONSIN DELLS,WI53965
      PC 4TH QUARTER DONATION 5,000
    CAMBRIA COMMUNITY FOOD PANTRY
    221 TOWYN ST
    CAMBRIA,WI53923
      PC 1ST QUARTER DONATION 5,000
    CAMBRIA COMMUNITY FOOD PANTRY
    221 TOWYN ST
    CAMBRIA,WI53923
      PC 2ND QUARTER DONATION 5,000
    CAMBRIA COMMUNITY FOOD PANTRY
    221 TOWYN ST
    CAMBRIA,WI53923
      PC 3RD QUARTER DONATION 5,000
    CAMBRIA COMMUNITY FOOD PANTRY
    221 TOWYN ST
    CAMBRIA,WI53923
      PC 4TH QUARTER DONATION 5,000
    CAMP LUWISOMO
    W7905 S PLEASANT RD
    WILD ROSE,WI54984
      PC WHERE NEEDED MOST 50,000
    CAMP LUWISOMO
    W7905 S PLEASANT RD
    WILD ROSE,WI54984
      PC 4TH QUARTER DONATION 45,000
    CARE AND SHARE FOOD PANTRY
    4280 UNDERWOOD AVE
    MONTELLO,WI53949
      PC 1ST QUARTER DONATION 5,000
    CARE AND SHARE FOOD PANTRY
    4280 UNDERWOOD AVE
    MONTELLO,WI53949
      PC 2ND QUARTER DONATION 5,000
    CARE AND SHARE FOOD PANTRY
    4280 UNDERWOOD AVE
    MONTELLO,WI53949
      PC 3RD QUARTER DONATION 5,000
    CARE AND SHARE FOOD PANTRY
    4280 UNDERWOOD AVE
    MONTELLO,WI53949
      PC 4TH QUARTER DONATION 5,000
    CARE NET
    1350 MACARTHUR RD
    MADISON,WI53714
      PC MINISTRY SUPPORT 50,000
    CATALYST MINISTRIES
    202 ELDORADO RD STE C1
    BLOOMINGTON,IL61704
      PC WHERE NEEDED MOST 10,000
    CHILD OUTREACH INTERNATIONAL
    3316 HUMMINGBIRD LN
    ROBSTOWN,TX78380
      PC HELP CONTINUE EDUCATION AND WITH FOOD, HEALTH AND HOUSING NEEDS 22,000
    CHILDCARING INC
    850 HWY 153 STE F
    MOSINEE,WI54455
      PC HELP COVER LOCAL PROGRAMS 5,000
    CHRISTIAN REVIVAL CHURCH ASSOC
    PO BOX 16419
    GREENVILLE,SC29606
      PC BUNKBEDS, SPORTS BALLS AND WATER TOWER 25,000
    COLOMA FIRE DEPARTMENT
    383 INDUSTRIAL DR
    COLOMA,WI54930
      PC YEAR END DONATION 5,000
    COMMUNITIES FIGHTING STUDENT HUNGER
    595 1ST AVE SW
    WELLS,MN56097
      PC 1ST QUARTER DONATION 2,500
    COMMUNITIES FIGHTING STUDENT HUNGER
    595 1ST AVE SW
    WELLS,MN56097
      PC 2ND QUARTER DONATION 2,500
    COMMUNITIES FIGHTING STUDENT HUNGER
    595 1ST AVE SW
    WELLS,MN56097
      PC 3RD QUARTER DONATION 2,500
    COMMUNITIES FIGHTING STUDENT HUNGER
    595 1ST AVE SW
    WELLS,MN56097
      PC 4TH QUARTER DONATION 2,500
    COMPASSION
    12290 VOYAGER PARKWAY
    COLORADO SPRING,CO80921
      PC YEAR END DONATION 15,000
    COMPASSION FOR CHILDREN
    1004 2ND AVE NE
    AUSTIN,MN55912
      PC PURCHASE MEDICINE 2,000
    CORNERSTONE CHILDREN'S RANCH
    PO BOX 117 2420 FM 1664
    QUEMADO,TX78877
      PC YEAR END DONATION 5,000
    CORNERSTONE CHILDREN'S RANCH
    PO BOX 117 2420 FM 1664
    QUEMADO,TX78877
      PC SUPPLIES 3,500
    CORNERSTONE CHILDREN'S RANCH
    PO BOX 117 2420 FM 1664
    QUEMADO,TX78877
      PC PURCHASE NEW COOLER UNIT FOR REFRIGERATION TRUCK 5,000
    CRESCENT LAKE BIBLE CAMP
    2750 BIBLE CAMP RD
    RHINELANDER,WI54501
      PC WHERE NEEDED MOST 50,000
    CRESCENT LAKE BIBLE CAMP
    2750 BIBLE CAMP RD
    RHINELANDER,WI54501
      PC 4TH QUARTER DONATION 45,000
    CRU
    PO BOX 628222
    ORLANDO,FL32862
      PC MINISTRY SUPPORT FOR WISCONSIN CRU CAMPUS MINISTRY 12,500
    DRAGONFLY HOUSE
    387 VALLEY RD
    MOCKSVILLE,NC27028
      PC 1ST QUARTER DONATION 5,000
    DRAGONFLY HOUSE
    387 VALLEY RD
    MOCKSVILLE,NC27028
      PC 2ND QUARTER DONATION 5,000
    DRAGONFLY HOUSE
    387 VALLEY RD
    MOCKSVILLE,NC27028
      PC 3RD QUARTER DONATION 5,000
    DRAGONFLY HOUSE
    387 VALLEY RD
    MOCKSVILLE,NC27028
      PC 4TH QUARTER DONATION 5,000
    ETHNOS 360
    312 WEST FIRST ST
    SANFORD,FL32771
      PC TRAINING CENTER 20,000
    EVANGEL MINISTRIES
    1909 W SECOND ST
    APPLETON,WI54914
      PC SPRING FUNDRAISER 5,000
    FAMILY PROMISE OF DAVEY CO
    129 LIBERTY CIRCLE
    MOCKSVILLE,NC27028
      PC WHERE NEEDED MOST 5,000
    FISHERS OF MEN LUTHERAN MINISTRIES
    27236 MCLELLAND RD
    HARLINGTON,TX78553
      PC FLOODING RELIEF 5,000
    GOSERV GLOBAL
    PO BOX 193
    EAGLE GROVE,IA50533
      PC UGANDA CAMP TEXTBOOK NEED 15,000
    GOSERV GLOBAL
    PO BOX 193
    EAGLE GROVE,IA50533
      PC ONE MONTH OF OPERATIONAL SUPPORT 6,000
    GOSERV GLOBAL
    PO BOX 193
    EAGLE GROVE,IA50533
      PC SUKUP SAFE HOME FUNDRAISER 10,000
    GOSERV GLOBAL
    PO BOX 193
    EAGLE GROVE,IA50533
      PC ONE MONTH OF OPERATIONAL SUPPORT 6,000
    GOSERV GLOBAL
    PO BOX 193
    EAGLE GROVE,IA50533
      PC $6000 FOR MONTH ON CAMP SUPPORT AND $4000 FOR WHERE THEY NEED IT MOST 10,000
    GOSERV GLOBAL
    PO BOX 193
    EAGLE GROVE,IA50533
      PC OVERHEAD SUPPORT, PASTOR SUNNI'S NEED IN INDIA AND ONE MONTH SUPPORT PERU CAMP 66,000
    HARRISVILLE FIRE DEPARTMENT
    W5002 CLAY ST
    WESTFIELD,WI53964
      GOV YEAR END DONATION 5,000
    HELP FOR HAITI
    1121 SOUTH B STREET APT 2
    LAKE WORTH,FL33460
      PC WALL TO SURROUND CAMP AND ELECTRICAL GRID 3,200
    HELPING HANDS
    N4993 6TH DRIVE
    WESTFIELD,WI53964
      PC EMPLOYEE HELPING FUND 10,000
    HISTORIC INDIAN AGENCY HOUSE
    1490 AGENCY HOUSE RD
    PORTAGE,WI53901
      PC SPONSOR FREE ADMISSION AND TOUR COUPON 800
    HOPE HOUSE
    PO BOX 557
    BARABOO,WI53913
      PC 1ST QUARTER DONATION 5,000
    HOPE HOUSE
    PO BOX 557
    BARABOO,WI53913
      PC 2ND QUARTER DONATION 5,000
    HOPE HOUSE
    PO BOX 557
    BARABOO,WI53913
      PC 3RD QUARTER DONATION 5,000
    HOPE HOUSE
    PO BOX 557
    BARABOO,WI53913
      PC 4TH QUARTER DONATION 5,000
    IGLESIA LUTHERAN CRISTO EL SALVADOR
    204 WERNETT ST
    DEL RIO,TX78840
      PC YEAR END DONATION 5,000
    IGLESIA LUTHERAN CRISTO EL SALVADOR
    204 WERNETT ST
    DEL RIO,TX78840
      PC SUMMER CAMP FOR CHILDREN 4,140
    IMMANUEL LUTHERAN CHURCH
    210 S CHARLES ST
    WESTFIELD,WI53964
      PC PASTOR KOLLIE - TEACHER SALARIES,OIL/GAS FOR GENERATORS,FABRIC FOR UNIFORMS 26,075
    IMMANUEL LUTHERAN CHURCH
    210 S CHARLES ST
    WESTFIELD,WI53964
      PC PASTOR KOLLIE - TO CLEAR CONTAINER 5,445
    IMMANUEL LUTHERAN CHURCH
    210 S CHARLES ST
    WESTFIELD,WI53964
      PC PASTOR KOLLIE - TO CLEAR CONTAINER 5,445
    IMMANUEL LUTHERAN CHURCH
    210 S CHARLES ST
    WESTFIELD,WI53964
      PC PASTOR KOLLIE TO PURCHASE SOLAR PANELS 11,545
    IMMANUEL LUTHERAN CHURCH
    210 S CHARLES ST
    WESTFIELD,WI53964
      PC PASTOR KOLLIE - TEACHERS SALARIES 20,280
    IMMANUEL LUTHERAN CHURCH
    210 S CHARLES ST
    WESTFIELD,WI53964
      PC PASTOR KOLLIE - EXTRA NEEDED FOR SOLAR PANELS AND TRUCK REPAIR PLUS 44.75 WIRE FEE 4,210
    IRVING CARES
    PO BOX 177425
    IRVING,TX75017
      PC 1ST QUARTER DONATION 5,000
    IRVING CARES
    PO BOX 177425
    IRVING,TX75017
      PC 2ND QUARTER DONATION 5,000
    IRVING CARES
    PO BOX 177425
    IRVING,TX75017
      PC 3RD QUARTER DONATION 5,000
    IRVING CARES
    PO BOX 177425
    IRVING,TX75017
      PC 4TH QUARTER DONATION 5,000
    JAKES DIAPERS
    17750 BOHM DR
    LITTLE CHUTE,WI54140
      PC YEAR END DONATION 7,000
    JEWS FOR JESUS
    354 W YELLOW WOOD AVE
    SAN TAN VALLEY,AZ85140
      PC YEAR END DONATION 30,000
    LA CAUSA
    136 W GREENFIELD AVE
    MILWAUKEE,WI53204
      PC WHERE NEEDED MOST 2,000
    LATIN AMERICAN LUTHERAN MISSION
    3517 SALINAS AVE
    LAREDO,TX78041
      PC MONEY FOR BUILDING REPAIRS 15,000
    LATIN AMERICAN LUTHERAN MISSION
    3517 SALINAS AVE
    LAREDO,TX78041
      PC YEAR END DONATION 5,000
    LIFE PROMOTION
    3000 N POINTER RD
    APPLETON,WI54911
      PC LIFEST 25,000
    LIFE PROMOTION
    3000 N POINTER RD
    APPLETON,WI54911
      PC YEAR END DONATION 45,000
    LUTHERAN CHURCH MISSOURI SYNOD
    1333 S KIRKWOOD RD
    ST LOUIS,MO63122
      PC SUPPORT FOR REV MATTHEW WOOD 5,000
    LUTHERAN CHURCH MISSOURI SYNOD
    1333 S KIRKWOOD RD
    ST LOUIS,MO63122
      PC KENYA ORPHANAGE 9,720
    LUTHERAN CHURCH
    1301 GREENBRIER AVE
    WAUNAKEE,WI53597
      PC CONFIRMATION PROJECT (NURSING HOME - BECKY HUNTER) 250
    LUTHERAN HOUR MINISTRIES
    660 MASON RIDGE CENTER DR
    ST LOUIS,MO63141
      PC WHERE NEEDED MOST 16,500
    MANNA FROM HEAVEN
    PO BOX 154
    VIRGIE,KY41572
      PC FLOOD RELIEF AND COMMUNITY GARDEN SUPPLIES 10,000
    MANNA FROM HEAVEN
    PO BOX 154
    VIRGIE,KY41572
      PC DONATION TOWARD THEIR COMMUNITY THANKSGIVING MEALS 7,000
    MANNA FROM HEAVEN
    PO BOX 154
    VIRGIE,KY41572
      PC CHRISTMAS DINNER AND TOYS 20,000
    MARQUETTE CO EMT
    PO BOX 224
    MONTELLO,WI53949
      GOV YEAR END DONATION 5,000
    MESSIAH LUTHERAN CHURCH
    825 JONATHON LN
    LACRESENT,MN55947
      PC FORDE CHRISTIAN ACADEMY - STAFF SALARIES AND FINISH CAFETERIA 35,000
    MESSIAH LUTHERAN CHURCH
    825 JONATHON LN
    LACRESENT,MN55947
      PC FORDE CHRISTIAN ACADEMY - STAFF SALARIES 25,000
    MINISTRY IN MISSION
    13442 SHADY LN
    CHESTERLAND,OH44026
      PC WHERE NEEDED MOST 10,000
    MINISTRY IN MISSION
    13442 SHADY LN
    CHESTERLAND,OH44026
      PC WHERE NEEDED MOST 10,000
    MOBILITY WORLDWIDE
    503 E NIFONG BLVD 186
    COLUMBIA,MO65201
      PC MAKE MORE WHEELCHAIR CARTS 30,000
    MONTELLO FIRE DEPARTMENT
    20 UNDERWOOD AVE
    MONTELLO,WI53949
      GOV YEAR END DONATION 5,000
    MONTELLO SCHOOLS
    222 FOREST LN
    MONTELLO,WI53949
      GOV 1ST QUARTER DONATION 1,000
    MONTELLO SCHOOLS
    222 FOREST LN
    MONTELLO,WI53949
      GOV 2ND QUARTER DONATION 1,000
    MONTELLO SCHOOLS
    222 FOREST LN
    MONTELLO,WI53949
      GOV 3RD QUARTER DONATION 1,000
    MONTELLO SCHOOLS
    222 FOREST LN
    MONTELLO,WI53949
      GOV 4TH QUARTER DONATION 1,000
    MONTELLO TUMC RUBY'S PANTRY
    N5982 15TH RD
    MONTELLO,WI53949
      PC FREEZER BLANKETS FOR FOOD PANTRY 900
    NATIONAL BRAIN TUMOR ASSOC
    55 CHAPEL ST STE 006
    NEWTON,MA02458
      PC YEAR END DONATION 5,000
    NAVIGATORS
    PO BOX 6079
    ALBERT LEA,MN56007
      PC YEAR END DONATION 15,000
    NESHKORO COMMUNITY CENTER
    N184 CEDAR SPRINGS CIR
    NESHKORO,WI54960
      PC DONATION FOR FOOD FOR THE BLESSINGS FOOD PANTRY 5,000
    NORTHWESTERN MEDIA
    3003 SNELLING AVE N
    ST PAUL,MN55133
      PC SPRING FUNDRAISER - 102.5 AND 1190 10,000
    ORPHAN GRAIN TRAIN
    N4993 6TH DR
    WESTFIELD,WI53964
      PC RUSSIAN ORPHANAGE SUPPORT AND EXTRA NEEDS 5,360
    ORPHAN GRAIN TRAIN
    N4993 6TH DR
    WESTFIELD,WI53964
      PC TO BUY LOADS OF VEGETABLE, INCLUDING POTATOES, BEANS AND RICE 25,000
    ORPHAN GRAIN TRAIN
    N4993 6TH DR
    WESTFIELD,WI53964
      PC PURCHASE WATER FILTER FOR THE SOUTH SUDAN/COMPASSION FOR CHILDREN 7,800
    ORPHAN GRAIN TRAIN
    N4993 6TH DR
    WESTFIELD,WI53964
      PC KENTUCKY TORNADO RELIEF ($10,000), ONE-HALF LOAD OF RICE MEALS ($15,000) 25,000
    OXFORD FIRE DEPARTMENT
    PO BOX 221
    OXFORD,WI53952
      GOV YEAR END DONATION 5,000
    PORTAGE FOOD PANTRY
    405 E HOWARD ST
    PORTAGE,WI53901
      PC 1ST QUARTER DONATION 5,000
    PORTAGE FOOD PANTRY
    405 E HOWARD ST
    PORTAGE,WI53901
      PC 2ND QUARTER DONATION 5,000
    PORTAGE FOOD PANTRY
    405 E HOWARD ST
    PORTAGE,WI53901
      PC 3RD QUARTER DONATION 5,000
    PORTAGE FOOD PANTRY
    405 E HOWARD ST
    PORTAGE,WI53901
      PC 4TH QUARTER DONATION 5,000
    PREGNANCY RESOURCE CENTER
    306 W COOK ST
    PORTAGE,WI53901
      PC GOLF HOLE SPONSORSHIP 150
    PRINCETON AREA COMMUNITY
    449 N CLINTON ST
    PRINCETON,WI54968
      NC FOR THE PRINCETON AREA TO DELIVER THANKSGIVING BASKET MEALS TO COMMUNITY 500
    PRISON FELLOWSHIP
    44180 RIVERSIDE PKWY
    LANSDOWNE,VA20176
      PC WHERE NEEDED MOST 40,000
    PROGRACE
    PO BOX 1215
    CRYSTAL LAKE,IL60014
      PC WHERE NEEDED MOST 10,000
    REACHING HAITI 4 CHRIST
    PO BOX 770842
    CORAL SPRING,FL33077
      PC WHERE NEEDED MOST 5,000
    REACHING HAITI 4 CHRIST
    PO BOX 770842
    CORAL SPRING,FL33077
      PC FOR A NEW GENERATOR 1,500
    RIOMAC
    PO BOX 710
    RAYMONDVILLE,TX78580
      PC YEAR END DONATION 5,000
    RIVER HAVEN
    108 E PLEASANT ST
    PORTAGE,WI53901
      PC 1ST QUARTER DONATION 5,000
    RIVER HAVEN
    108 E PLEASANT ST
    PORTAGE,WI53901
      PC 2ND QUARTER DONATION 5,000
    RIVER HAVEN
    108 E PLEASANT ST
    PORTAGE,WI53901
      PC 3RD QUARTER DONATION 5,000
    RIVER HAVEN
    108 E PLEASANT ST
    PORTAGE,WI53901
      PC 4TH QUARTER DONATION 5,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607
      PC SAMARITAN PURSE SHOEBOXES 2,500
    SLEEP IN HEAVENLY PEACE
    333 W WISCONSIN ST
    PORTAGE,WI53901
      PC BEDS FOR KIDS 2,000
    STOREHOUSE FOR JESUS
    675 E LEXINGTON RD
    MOCKSVILLE,WI27028
      PC 1ST QUARTER DONATION 5,000
    STOREHOUSE FOR JESUS
    675 E LEXINGTON RD
    MOCKSVILLE,WI27028
      PC 2ND QUARTER DONATION 5,000
    STOREHOUSE FOR JESUS
    675 E LEXINGTON RD
    MOCKSVILLE,WI27028
      PC 3RD QUARTER DONATION 5,000
    STOREHOUSE FOR JESUS
    675 E LEXINGTON RD
    MOCKSVILLE,WI27028
      PC 4TH QUARTER DONATION 5,000
    TREEHOUSE CENTRAL WI
    PO BOX 680
    WAUTOMA,WI54982
      PC GOLF SPONSORSHIP 500
    WAUSHARA FOOD PANTRY
    220A OAKRIDGE CT
    WAUTOMA,WI54982
      PC 1ST QUARTER DONATION 5,000
    WAUSHARA FOOD PANTRY
    220A OAKRIDGE CT
    WAUTOMA,WI54982
      PC NEW DELIVERY TRUCK 15,000
    WAUSHARA FOOD PANTRY
    220A OAKRIDGE CT
    WAUTOMA,WI54982
      PC 2ND QUARTER DONATION 5,000
    WAUSHARA FOOD PANTRY
    220A OAKRIDGE CT
    WAUTOMA,WI54982
      PC 3RD QUARTER DONATION 5,000
    WAUSHARA FOOD PANTRY
    220A OAKRIDGE CT
    WAUTOMA,WI54982
      PC 4TH QUARTER DONATION 5,000
    WELLS AREA FOOD SHELF
    291 FIRST STREET SW
    WELLS,MN56097
      PC 1ST QUARTER DONATION 5,000
    WELLS AREA FOOD SHELF
    291 FIRST STREET SW
    WELLS,MN56097
      PC 2ND QUARTER DONATION 5,000
    WELLS AREA FOOD SHELF
    291 FIRST STREET SW
    WELLS,MN56097
      PC 3RD QUARTER DONATION 5,000
    WELLS AREA FOOD SHELF
    291 FIRST STREET SW
    WELLS,MN56097
      PC 4TH QUARTER DONATION 5,000
    WELLS FIRE DEPARTMENT
    180 3RD STREET SE
    WELLS,MN56097
      PC YEAR END DONATION 5,000
    WESTFIELD FIRE DEPARTMENT
    124 E THIRD ST
    WESTFIELD,WI53964
      GOV YEAR END DONATION 5,000
    WESTFIELD SCHOOLS
    N7046 COUNTY RD M
    WESTFIELD,WI53964
      GOV 1ST QUARTER DONATION 2,500
    WESTFIELD SCHOOLS
    N7046 COUNTY RD M
    WESTFIELD,WI53964
      GOV 2ND QUARTER DONATION 2,500
    WESTFIELD SCHOOLS
    N7046 COUNTY RD M
    WESTFIELD,WI53964
      GOV 3RD QUARTER DONATION 2,500
    WESTFIELD SCHOOLS
    N7046 COUNTY RD M
    WESTFIELD,WI53964
      GOV SUPPORT FOR SCHOOL PROGRAMS FOR THE 2021-2022 SCHOOL YEAR 6,500
    WESTFIELD SCHOOLS
    N7046 COUNTY RD M
    WESTFIELD,WI53964
      GOV SUPPORT FOR SCHOOL PROGRAMS FOR THE 2021-2022 SCHOOL YEAR 6,500
    WESTFIELD SCHOOLS
    N7046 COUNTY RD M
    WESTFIELD,WI53964
      GOV 4TH QUARTER DONATION FOR FOOD PANTRY AND BALANCE OF SUPPORT FOR SCHOOL PROGRAMS 9,500
    WESTFIELD TOWNSHIP FIRE DEPARTMENT
    N5656 COUNTY RD A
    WESTFIELD,WI53964
      GOV YEAR END DONATION 5,000
    WORLD VENTURE
    1501 W MINERAL AVE
    LITTLETON,CO80120
      PC SHORTAGE ON SALARIES 5,000
    WORLD VENTURE
    1501 W MINERAL AVE
    LITTLETON,CO80120
      PC 6TH MONTHS OF TEACHERS SALARIES 15,000
    Total .................................bullet 3a 1,477,320
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
             
    4 Dividends and interest from securities ....          
    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 ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    BRAKEBUSH FAMILY FOUNDATION INC
     
    Employer identification number

    81-1198198
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    BRAKEBUSH FAMILY FOUNDATION INC
     
    Employer identification number
    81-1198198
    Part I
    Contributors
    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
    BRAKEBUSH BROTHERS INC
     
    N4993 6TH DRIVE
     
    WESTFIELD, WI53964

    $ 2,130,000


    (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.)
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    BRAKEBUSH FAMILY FOUNDATION INC
     
    Employer identification number

    81-1198198
    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
     
    $    
    (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
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    BRAKEBUSH FAMILY FOUNDATION INC
     
    Employer identification number

    81-1198198
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 ActyNotPreviouslyRptExpln
    Name:
    BRAKEBUSH FAMILY FOUNDATION INC
    EIN:
    81-1198198
    Explanation:
    THE ORGANIZATION PURCHASED A WAREHOUSE BUILDING IN 2021 FOR THE EXEMPT PURPOSE OF PROVIDING NO-COST COLLECTION SPACE FOR DONATIONS TO ORPHAN GRAIN TRAIN, INC. (A 501(C)(3) CHRISTAN VOLUNTEER NETWORK FOR SHARING RESOURCES WITH NEEDY PEOPLE).

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    BRAKEBUSH FAMILY FOUNDATION INC
    EIN:
    81-1198198
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 2021-09-01 50,996   L   0 0    
    WAREHOUSE (486 N. MAIN ST.) 2021-09-01 750,750   SL 39.000000000000 5,615 0    

    TY 2021 LandEtcSchedule2
    Name:
    BRAKEBUSH FAMILY FOUNDATION INC
    EIN:
    81-1198198
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 50,996 0 50,996  
    WAREHOUSE (486 N. MAIN ST.) 750,750 5,615 745,135  


    TY 2021 OtherAssetsSchedule
    Name:
    BRAKEBUSH FAMILY FOUNDATION INC
    EIN:
    81-1198198
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSIT 10,000 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    BRAKEBUSH FAMILY FOUNDATION INC
    EIN:
    81-1198198
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US BANK - ACCOUNT FEES 160 0   0
    DELUXE BUSINESS SYSTEMS - CHECKS 121 0   0