Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
KOTULA FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

47-5013037
B Telephone number (see instructions)

(651) 466-8640
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,673,255J 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) 2,978,125
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 187,947 187,463  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 590,061
b Gross sales price for all assets on line 6a 3,586,260
7 Capital gain net income (from Part IV, line 2)... 590,061
8 Net short-term capital gain......... 0
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
List of Attached Documents:
// Content
4,190 393  
12 Total. Add lines 1 through 11........ 3,760,323 777,917  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,425 25,582   2,842
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,774 1,774   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,724 27,356 0 4,367
25 Contributions, gifts, grants paid....... 88,000 88,000
26 Total expenses and disbursements. Add lines 24 and 25 119,724 27,356 0 92,367
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,640,599
b Net investment income (if negative, enter -0-) 750,561
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 106,978 214,791 214,791
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 781,469    
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,133,567 Click to see attachment
List of Attached Documents:
// Content
5,444,284 		5,453,650
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,764 		Click to see attachment
List of Attached Documents:
// Content
4,814 		Click to see attachment
List of Attached Documents:
// Content
4,814
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,023,778 5,663,889 5,673,255
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,023,778 5,663,889
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,023,778 5,663,889
30 Total liabilities and net assets/fund balances (see instructions). 2,023,778 5,663,889
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
2,023,778
2
Enter amount from Part I, line 27a .....................
2
3,640,599
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,664,377
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
488
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,663,889
Form 990-PF (2024)
Form 990-PF (2024)
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 10227.444 NUVEEN INFLATION LINKED BOND FUND I   2023-01-17 2024-03-12
b 7. EQUINIX INC   2022-09-20 2024-03-13
c 72. EXACT SCIENCES CORPORATION   2023-01-17 2024-03-13
d 1301. ISHARES 1 3 YEAR TREASURY BOND ETF   2022-06-13 2024-03-13
e 75. MARATHON PETROLEUM CORP   2020-10-16 2024-03-13
91. PAYPAL HOLDINGS INC   2020-10-16 2024-03-13
10. VERALTO CORP COM SHS     2024-03-13
41316.966 STONE RIDGE HY REINSUR-I     2024-08-14
1. SPLUNK INC   1911-11-11 2024-09-13
7603. ISHARES FLOATING RATE BOND ETF   2024-08-14 2024-10-21
112. ABBOTT LABORATORIES   2024-03-13 2024-12-17
100. ABBOTT LABORATORIES   2022-09-20 2024-12-17
109. ABBVIE INC   2024-03-13 2024-12-17
89. ABBVIE INC     2024-12-17
11. ADOBE SYS INC   2024-03-13 2024-12-17
13. ADOBE SYS INC   2022-09-20 2024-12-17
77. ADVANCED MICRO DEVICES INC COM   2024-03-13 2024-12-17
107. ADVANCED MICRO DEVICES INC COM     2024-12-17
83. AIRBNB INC CL A     2024-12-17
123. ALBEMARLE CORP COM   2024-03-13 2024-12-17
116. ALBEMARLE CORP COM   2020-10-16 2024-12-17
295. ALPHABET INC CL A   2024-03-13 2024-12-17
315. ALPHABET INC CL A     2024-12-17
135. AMAZON COM INC   2024-03-13 2024-12-17
156. AMAZON COM INC     2024-12-17
193. AMERICAN TOWER CORP   2024-03-13 2024-12-17
127. AMERICAN TOWER CORP     2024-12-17
41. AMGEN INC   2024-03-13 2024-12-17
32. AMGEN INC   2022-09-20 2024-12-17
88. ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2024-03-13 2024-12-17
28. ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2022-09-20 2024-12-17
345. APPLE INC   2024-03-13 2024-12-17
339. APPLE INC   2020-10-16 2024-12-17
680. BANK OF AMERICA CORP   2024-03-13 2024-12-17
646. BANK OF AMERICA CORP     2024-12-17
81. BEST BUY INC COM   2024-03-13 2024-12-17
68. BEST BUY INC COM   2022-09-20 2024-12-17
21. BLACKROCK INC COM   2024-03-13 2024-12-17
36. BLACKROCK INC COM   2022-09-20 2024-12-17
56. CME GROUP INC   2024-03-13 2024-12-17
45. CME GROUP INC     2024-12-17
106. CVS CORP COM   2024-03-13 2024-12-17
113. CVS CORP COM   2023-05-17 2024-12-17
25. CATERPILLAR INC   2024-03-13 2024-12-17
22. CATERPILLAR INC   2022-09-20 2024-12-17
171. CENTENE CORP COM   2024-03-13 2024-12-17
64. CENTENE CORP COM   2020-10-16 2024-12-17
66. CHEVRONTEXACO CORP   2024-03-13 2024-12-17
189. CISCO SYS INC   2024-03-13 2024-12-17
162. CISCO SYS INC   2022-09-20 2024-12-17
5610. COLUMBIA SMALL CAP GROWTH INST3   2022-09-20 2024-12-17
403. COMCAST CORP NEW CL A   2024-03-13 2024-12-17
348. COMCAST CORP NEW CL A   2022-09-20 2024-12-17
58. CONOCOPHILLIPS COM   2024-03-13 2024-12-17
49. CONOCOPHILLIPS COM   2022-09-20 2024-12-17
92. COPART INC COM   2024-03-13 2024-12-17
360. COPART INC COM     2024-12-17
15. COSTCO WHOLESALE CORP COM   2021-05-17 2024-12-17
81. DANAHER CORP COM   2024-03-13 2024-12-17
31. DANAHER CORP COM   2023-01-17 2024-12-17
14. DEERE & CO COM   2024-03-13 2024-12-17
12. DEERE & CO COM   2023-05-17 2024-12-17
100. EDWARDS LIFESCIENCES CORP COM   2024-03-13 2024-12-17
137. EDWARDS LIFESCIENCES CORP COM     2024-12-17
29. FACEBOOK INC A   2024-03-13 2024-12-17
42. FACEBOOK INC A   2020-10-16 2024-12-17
121. GILEAD SCIENCES INC   2024-03-13 2024-12-17
114. GILEAD SCIENCES INC   2020-10-16 2024-12-17
108. HOME DEPOT INC   2024-03-13 2024-12-17
58. HOME DEPOT INC     2024-12-17
61. HONEYWELL INTL INC COM   2024-03-13 2024-12-17
49. HONEYWELL INTL INC COM   2022-09-20 2024-12-17
7. INTUIT COM W/RTS EXP 5/1/2008   2024-03-13 2024-12-17
10. INTUIT COM W/RTS EXP 5/1/2008     2024-12-17
8. ISHARES CORE US REIT ETF   2022-09-20 2024-12-17
64. ISHARES MSCI EAFE VALUE ETF   2024-03-13 2024-12-17
175. J P MORGAN CHASE & CO   2024-03-13 2024-12-17
179. J P MORGAN CHASE & CO   2020-10-16 2024-12-17
73. L3HARRIS TECHNOLOGIES INC   2024-03-13 2024-12-17
61. L3HARRIS TECHNOLOGIES INC     2024-12-17
15. LULULEMON ATHLETICA INC   2022-09-20 2024-12-17
160. MAGNA INTL INC-CL A   2024-03-13 2024-12-17
138. MAGNA INTL INC-CL A   2022-09-20 2024-12-17
182. MARATHON PETROLEUM CORP   2020-10-16 2024-12-17
21. MASTERCARD INC   2024-03-13 2024-12-17
35. MASTERCARD INC   2020-10-16 2024-12-17
76. MATCH GROUP INC NEW   2020-10-16 2024-12-17
185. MICROSOFT CORP   2024-03-13 2024-12-17
207. MICROSOFT CORP   2020-10-16 2024-12-17
309. MOBILEYE GLOBAL INC COMMON CLASS A   2024-03-13 2024-12-17
162. MONDELEZ INTL INC CL A   2024-03-13 2024-12-17
141. MONDELEZ INTL INC CL A   2022-09-20 2024-12-17
186. MORGAN STANLEY DEAN WITTER & CO   2024-03-13 2024-12-17
157. MORGAN STANLEY DEAN WITTER & CO   2022-09-20 2024-12-17
27. NETFLIX.COM INC COM   2023-01-17 2024-12-17
503. NEXTERA ENERGY INC   2024-03-13 2024-12-17
197. NEXTERA ENERGY INC   2022-09-20 2024-12-17
90. NVIDIA CORP COM   2024-03-13 2024-12-17
430. NVIDIA CORP COM   2021-05-17 2024-12-17
76. PALO ALTO NETWORKS INC   2024-03-13 2024-12-17
104. PALO ALTO NETWORKS INC   2022-09-20 2024-12-17
240. PFIZER INC   2024-03-13 2024-12-17
206. PFIZER INC   2022-09-20 2024-12-17
133. PROLOGIS INC COM   2024-03-13 2024-12-17
35. PROLOGIS INC COM   2023-05-17 2024-12-17
90. QUALCOMM INC   2024-03-13 2024-12-17
42. QUALCOMM INC   2023-05-17 2024-12-17
3411. ABBEY CAPITAL FUTURES STRATEGY FUND   2024-03-13 2024-12-17
25. S P GLOBAL INC COM   2024-03-13 2024-12-17
25. S P GLOBAL INC COM   2020-10-16 2024-12-17
38. SALESFORCE COM INC   2024-03-13 2024-12-17
53. SALESFORCE COM INC     2024-12-17
300. SCHLUMBERGER LTD ISIN #AN8068571086   2024-03-13 2024-12-17
218. SCHWAB CHARLES CORP NEW COM   2024-03-13 2024-12-17
152. SCHWAB CHARLES CORP NEW COM     2024-12-17
14. SERVICENOW INC   2024-03-13 2024-12-17
18. SERVICENOW INC     2024-12-17
101. STARBUCKS CORP   2024-03-13 2024-12-17
90. STARBUCKS CORP   2022-09-20 2024-12-17
20. SYNOPSYS INC COM   2024-03-13 2024-12-17
269. TARGET CORP   2024-03-13 2024-12-17
133. TARGET CORP     2024-12-17
101. TEXAS INSTRS INC   2024-03-13 2024-12-17
87. TEXAS INSTRS INC   2022-09-20 2024-12-17
196. TRADE DESK INC THE CLASS A   2024-03-13 2024-12-17
60. TRADE DESK INC THE CLASS A   2020-10-16 2024-12-17
6. TRANSDIGM GROUP INC   2024-03-13 2024-12-17
6. TRANSDIGM GROUP INC   2020-10-16 2024-12-17
71. UBER TECHNOLOGIES INC   2024-03-13 2024-12-17
368. UBER TECHNOLOGIES INC     2024-12-17
21. UNION PAC CORP   2024-03-13 2024-12-17
19. UNION PAC CORP   2022-09-20 2024-12-17
46. UNITED PARCEL SERVICE CL B COM   2024-03-13 2024-12-17
38. UNITED PARCEL SERVICE CL B COM   2023-05-17 2024-12-17
48. UNITEDHEALTH GRP INC COM   2024-03-13 2024-12-17
47. UNITEDHEALTH GRP INC COM     2024-12-17
154. VERIZON COMMUNICATIONS   2024-03-13 2024-12-17
120. VERIZON COMMUNICATIONS   2022-09-20 2024-12-17
39. VISA INC   2024-03-13 2024-12-17
33. VISA INC   2022-09-20 2024-12-17
188. WAL MART STORES INC   2024-03-13 2024-12-17
255. WAL MART STORES INC   2020-10-16 2024-12-17
79. ZILLOW GROUP INC   2024-03-13 2024-12-17
85. ZILLOW GROUP INC   2022-09-20 2024-12-17
36. ACCENTURE PLC IRELAND SHS CLASS A   2024-03-13 2024-12-17
55. ACCENTURE PLC IRELAND SHS CLASS A     2024-12-17
17. LINDE PLC SHS   2024-03-13 2024-12-17
17. LINDE PLC SHS   2022-09-20 2024-12-17
218. MEDTRONIC PLC   2024-03-13 2024-12-17
117. MEDTRONIC PLC   2020-10-16 2024-12-17
114. APTIV PLC   2024-03-13 2024-12-17
36. APTIV PLC   2020-10-16 2024-12-17
13. CHUBB LIMITED COM   2020-10-16 2024-12-17
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(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 107,490   107,388 102
b 6,132   4,330 1,802
c 4,407   4,904 -497
d 106,167   107,160 -993
e 14,064   2,239 11,825
5,552   18,691 -13,139
886   967 -81
379,290   377,874 1,416
44     44
387,276   386,955 321
12,712   13,514 -802
11,350   10,232 1,118
19,103   19,798 -695
15,598   12,649 2,949
5,066   6,386 -1,320
5,987   3,815 2,172
9,579   15,008 -5,429
13,311   7,827 5,484
10,892   10,241 651
12,003   15,339 -3,336
11,320   10,912 408
57,904   41,214 16,690
61,829   25,687 36,142
30,963   23,825 7,138
35,780   19,489 16,291
37,786   39,495 -1,709
24,864   29,612 -4,748
10,991   11,371 -380
8,578   7,291 1,287
18,868   17,481 1,387
6,004   4,188 1,816
87,083   59,073 28,010
85,569   40,693 44,876
30,501   24,749 5,752
28,976   16,156 12,820
7,017   6,425 592
5,891   4,898 993
21,902   17,457 4,445
37,546   22,553 14,993
13,218   12,249 969
10,621   8,318 2,303
4,802   8,054 -3,252
5,120   7,742 -2,622
9,419   8,546 873
8,289   3,932 4,357
10,001   13,284 -3,283
3,743   4,260 -517
9,735   10,199 -464
11,114   9,434 1,680
9,526   6,900 2,626
173,517   109,432 64,085
15,658   17,520 -1,862
13,521   11,874 1,647
5,650   6,871 -1,221
4,773   5,453 -680
5,616   5,073 543
21,976   10,708 11,268
14,879   5,771 9,108
19,034   20,616 -1,582
7,284   7,568 -284
6,143   5,292 851
5,266   4,459 807
7,402   9,174 -1,772
10,141   11,151 -1,010
17,973   14,338 3,635
26,030   11,221 14,809
11,243   9,077 2,166
10,592   7,102 3,490
44,081   40,933 3,148
23,673   18,273 5,400
14,355   12,177 2,178
11,531   8,654 2,877
4,705   4,606 99
6,721   3,581 3,140
474   419 55
3,396   3,434 -38
41,537   33,461 8,076
42,486   18,249 24,237
16,096   15,739 357
13,450   11,716 1,734
5,851   4,999 852
7,003   8,670 -1,667
6,040   7,591 -1,551
25,069   5,432 19,637
11,082   9,960 1,122
18,470   11,941 6,529
2,403   8,412 -6,009
83,558   76,312 7,246
93,494   45,711 47,783
6,087   8,876 -2,789
10,066   11,628 -1,562
8,761   8,434 327
23,729   16,512 7,217
20,029   13,752 6,277
24,915   8,771 16,144
36,430   30,233 6,197
14,268   16,913 -2,645
11,575   8,021 3,554
55,303   6,056 49,247
15,349   10,770 4,579
21,003   9,166 11,837
6,287   6,848 -561
5,396   9,246 -3,850
14,475   17,910 -3,435
3,809   4,292 -483
14,231   15,354 -1,123
6,641   4,421 2,220
37,521   39,499 -1,978
12,502   10,711 1,791
12,502   8,727 3,775
13,332   11,607 1,725
18,594   12,503 6,091
11,648   15,784 -4,136
16,820   14,714 2,106
11,728   6,716 5,012
15,702   11,003 4,699
20,189   9,562 10,627
9,402   9,301 101
8,378   8,228 150
10,234   11,193 -959
35,147   44,696 -9,549
17,377   21,940 -4,563
19,101   17,462 1,639
16,453   14,503 1,950
26,041   15,857 10,184
7,972   3,629 4,343
7,536   6,850 686
7,536   2,697 4,839
4,264   5,631 -1,367
22,100   11,573 10,527
4,851   5,264 -413
4,389   4,049 340
5,882   7,302 -1,420
4,859   6,448 -1,589
23,316   23,758 -442
22,830   16,943 5,887
6,299   6,241 58
4,909   4,871 38
12,362   11,104 1,258
10,461   6,350 4,111
17,784   11,522 6,262
24,121   12,354 11,767
6,213   4,409 1,804
6,684   2,760 3,924
12,846   13,635 -789
19,626   15,110 4,516
7,317   8,050 -733
7,317   4,796 2,521
17,867   18,767 -900
9,589   12,887 -3,298
6,568   9,078 -2,510
2,074   3,581 -1,507
3,565   1,557 2,008
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
      56
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       102
b       1,802
c       -497
d       -993
e       11,825
      -13,139
      -81
      1,416
      44
      321
      -802
      1,118
      -695
      2,949
      -1,320
      2,172
      -5,429
      5,484
      651
      -3,336
      408
      16,690
      36,142
      7,138
      16,291
      -1,709
      -4,748
      -380
      1,287
      1,387
      1,816
      28,010
      44,876
      5,752
      12,820
      592
      993
      4,445
      14,993
      969
      2,303
      -3,252
      -2,622
      873
      4,357
      -3,283
      -517
      -464
      1,680
      2,626
      64,085
      -1,862
      1,647
      -1,221
      -680
      543
      11,268
      9,108
      -1,582
      -284
      851
      807
      -1,772
      -1,010
      3,635
      14,809
      2,166
      3,490
      3,148
      5,400
      2,178
      2,877
      99
      3,140
      55
      -38
      8,076
      24,237
      357
      1,734
      852
      -1,667
      -1,551
      19,637
      1,122
      6,529
      -6,009
      7,246
      47,783
      -2,789
      -1,562
      327
      7,217
      6,277
      16,144
      6,197
      -2,645
      3,554
      49,247
      4,579
      11,837
      -561
      -3,850
      -3,435
      -483
      -1,123
      2,220
      -1,978
      1,791
      3,775
      1,725
      6,091
      -4,136
      2,106
      5,012
      4,699
      10,627
      101
      150
      -959
      -9,549
      -4,563
      1,639
      1,950
      10,184
      4,343
      686
      4,839
      -1,367
      10,527
      -413
      340
      -1,420
      -1,589
      -442
      5,887
      58
      38
      1,258
      4,111
      6,262
      11,767
      1,804
      3,924
      -789
      4,516
      -733
      2,521
      -900
      -3,298
      -2,510
      -1,507
      2,008
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 590,061
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
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 right arrow 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) 1 10,433
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 10,433
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 10,433
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 724
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 51,104
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,828
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 41,395
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow10,436 Refundedright arrow 11 30,959
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMN
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowN/A
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (414) 516-3116

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow532010634
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
WADE KOTULA DIRECTOR
1 		0    
2800 SOUTHCROSS DRIVE W
BURNSVILLE,MN553066936
RYAN KOTULA DIRECTOR
1 		0    
2800 SOUTHCROSS DRIVE W
BURNSVILLE,MN553066936
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
4,875,126
b
Average of monthly cash balances.......................
1b
414,515
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,289,641
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
5,289,641
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
79,345
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,210,296
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
260,515
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
260,515
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,433
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,433
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
250,082
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
250,082
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
250,082
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
92,367
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
92,367
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 250,082
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 20,439
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 92,367
a Applied to 2023, but not more than line 2a 20,439
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 2024 distributable amount..... 71,928
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		178,154
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
DONALD KOTULA
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

AMERICAN DIABETES ASSOCIATION INC

2451 CRYSTAL DR STE 900
ARLINGTON,VA222024804 		NONE PC GENERAL OPERATING 5,000

ST MICHAEL CATHOLIC SCHOOL

14 MAIN ST N
ST MICHAEL,MN55376 		NONE PC GENERAL OPERATING 11,000

SHAKOPEE PRIOR LAKE WATER SKI ASSN

6201 INNOVATION BLVD SHAKOPEE
SHAKOPEE,MN55379 		NONE PC GENERAL OPERATING 5,000

BREAKTHROUGH T1D

PO BOX 5021
HAGERSTOWN,MD21741 		NONE PC GENERAL OPERATING 50,000

UNITY CATHOLIC SCHOOL

3333 CLIFF RD E
BURNSVILLE,MN55337 		NONE PC GENERAL OPERATING 5,000

ELIJAH INSTITUTE

16224 HOMINY PATH
LAKEVILLE,MN550443817 		NONE PC GENERAL OPERATING 5,000

BURNSVILLE POLICE FIRE FOUNDATION

2201 TAMARACK LN
BURNSVILLE,MN553371157 		NONE PC GENERAL OPERATING 7,000
Total .................................right arrow 3a 88,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 187,947  
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 ............ 		    18 590,061  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 393  
bFEDERAL TAX REFUND     1 3,797  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   782,198  
13Total. Add line 12, columns (b), (d), and (e)..................
13
782,198
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

47-5013037
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
KOTULA FAMILY FOUNDATION
  		Employer identification number
47-5013037
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
DONALD L KOTULA IRA
C/O US BANK
PO BOX 0634
MILWAUKEE, WI53201

$ 2,978,125


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
KOTULA FAMILY FOUNDATION
  		Employer identification number

47-5013037
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
KOTULA FAMILY FOUNDATION
  		Employer identification number

47-5013037
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpStockSchedule
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Name of Stock End of Year Book Value End of Year Fair Market Value
03027X100 AMERICAN TOWER CORP    
30303M102 FACEBOOK INC A    
012653101 ALBEMARLE CORP    
87612E106 TARGET CORP    
70450Y103 PAYPAL HOLDINGS INC    
594918104 MICROSOFT CORP    
217204106 COPART INC COM    
28176E108 EDWARDS LIFESCIENCES    
037833100 APPLE INC    
15135B101 CENTENE CORP COM    
023135106 AMAZON.COM INC    
461202103 INTUIT INC    
56585A102 MARATHON PETROLEUM C    
91324P102 UNITED HEALTH GROUP    
G5960L103 MEDTRONIC PLC    
H1467J104 CHUBB LTD    
931142103 WAL MART STORES INC    
57667L107 MATCH GROUP INC NEW    
808513105 SCHWAB CHARLES CORP    
060505104 BANK OF AMERICA CORP    
02079K305 ALPHABET INC CL A    
G6095L109 APTIV PLC    
88339J105 TRADE DESK INC THE C    
375558103 GILEAD SCIENCES INC    
78409V104 S P GLOBAL INC    
893641100 TRANSDIGM GROUP INC    
79466L302 SALESFORCE COM INC    
57636Q104 MASTERCARD INC    
81762P102 SERVICENOW INC    
46625H100 J P MORGAN CHASE CO    
22160K105 COSTCO WHSL CORP    
98954M101 ZILLOW GROUP INC    
009066101 AIRBNB INC CL A    
437076102 HOME DEPOT INC    
30063P105 EXACT SCIENCES CORPO    
67066G104 NVIDIA CORP    
086516101 BEST BUY CO INC    
617446448 MORGAN STANLEY    
17275R102 CISCO SYSTEMS INC    
92343V104 VERIZON COMMUNICATIO    
12572Q105 CME GROUP INC    
697435105 PALO ALTO NETWORKS I    
032654105 ANALOG DEVICES INC    
09247X101 BLACKROCK INC    
20825C104 CONOCOPHILLIPS    
29444U700 EQUINIX INC    
20030N101 COMCAST CORP CL A    
92826C839 VISA INC    
65339F101 NEXTERA ENERGY INC    
907818108 UNION PACIFIC CORP    
G1151C101 ACCENTURE PLC CL A    
007903107 ADVANCED MICRO DEVIC    
00287Y109 ABBVIE INC    
002824100 ABBOTT LABORATORIES    
031162100 AMGEN INC    
149123101 CATERPILLAR INC    
882508104 TEXAS INSTRUMENTS IN    
438516106 HONEYWELL INTERNATIO    
609207105 MONDELEZ INTERNATION    
559222401 MAGNA INTL INC CL    
855244109 STARBUCKS CORP    
90353T100 UBER TECHNOLOGIES IN    
550021109 LULULEMON ATHLETICA    
717081103 PFIZER INC    
00724F101 ADOBE SYS INC    
126650100 CVS HEALTH CORPORATI    
235851102 DANAHER CORP    
244199105 DEERE CO.    
502431109 L3HARRIS TECHNOLOGIE    
64110L106 NETFLIX.COM INC    
74340W103 PROLOGIS INC    
747525103 QUALCOMM INC    
911312106 UNITED PARCEL SERVIC    
92338C103 VERALTO CORP COM SHS    
G54950103 LINDE PLC SHS    

TY 2024 InvestmentsOtherSchedule2
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
19765P596 COLUMBIA SMALL CAP G      
19765N518 COLUMBIA CORPORATE I      
315911727 FIDELITY INTERNATION AT COST 356,363 361,299
670700400 NUVEEN PREFERRED SEC AT COST 468,251 465,909
464288521 ISHARES CORE US REIT AT COST 213,113 229,240
464287457 ISHARES 1 3 YEAR TRE      
464288877 ISHARES MSCI EAFE VA AT COST 290,625 314,820
74925K367 ABBEY CAPITAL FUTURE AT COST 232,781 220,205
87245P668 TIAA CREF INFLATION      
19765Y340 COLUMBIA SMALL CAP G AT COST 383,356 444,311
19766M873 COLUMBIA CORPORATE I AT COST 481,904 487,616
464287200 ISHARES CORE S P 500 AT COST 1,813,923 1,766,040
861728400 STONE RIDGE HY REINS AT COST 477,253 465,898
922908652 VANGUARD EXTENDED MA AT COST 559,307 531,944
98149E303 SPDR GOLD MINISHARES AT COST 167,408 166,368

TY 2024 OtherAssetsSchedule
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 1,764 4,814 4,814


TY 2024 OtherDecreasesSchedule
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Description Amount
ROUNDING 4
ROC ON CY SALES 484


TY 2024 OtherExpensesSchedule
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE/TAX 25 0   25


TY 2024 OtherIncomeSchedule2
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 393 393  
FEDERAL TAX REFUND 3,797 0  


TY 2024 OtherProfessionalFeesSchedule
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 28,425 25,582   2,842


TY 2024 TaxesSchedule
Name:
KOTULA FAMILY FOUNDATION
EIN:
47-5013037
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,028 1,028   0
FOREIGN TAXES ON NONQUALIFIED 746 746   0