YOUTH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- YOUTH FOUNDATION INC (EIN 39-0945311)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-07
- IRS object ID
- 202400679349100605
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-07T09:38:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390945311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUT | BusinessNameControlTxt |
| Phone | 4147784929 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11430 WEST NORTH AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BUSH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4147784929 | PhoneNum |
| Signature | 2024-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | BUSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2024-03-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,822,649 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,765 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $57,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $912,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,770 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $873 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $872 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,978 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,555 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,999 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,571 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,328 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,328 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,929 | CashBOYAmt |
| Cash EOY | $22,780 | CashEOYAmt |
| Cash EOYFMV | $22,780 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,490 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,310 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,090 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,090 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,048,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,027,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,213,185 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $535,270 | OtherAssetsBOYAmt |
| Other Assets EOY | $508,098 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $547,104 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,629,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,598,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,822,649 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,509 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $50 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $15,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,078,559 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,090,157 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $535,270 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $508,098 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,613,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,598,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,629,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,598,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,613,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,598,255 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,598,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SECURITIES | $895,822 | $860,925 | $34,897 | $34,897 | |
| CAPITAL GAINS DIVIDENDS | $16,873 | $16,873 | $16,873 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,310 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,310 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,090 | OverpaymentAmt |
| Applied To ES Tax | $2,090 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT BUSH | IndividualWithBooksNm |
| Phone | 4147784929 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11430 WEST NORTH AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN DAUL | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN MULLER | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SCOTT BUSH | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | SECRETARY | 5.00 | $0 | $0 | $0 |
| DAVE KOLESARI | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | TREASURER | 1.00 | $0 | $0 | $0 |
| LAURA STEELE | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | ARTS CHAIR | 1.00 | $0 | $0 | $0 |
| SUZANNE HEAD | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | SOCIAL SERVICES CHAIR | 1.00 | $0 | $0 | $0 |
| DR GAIL ZIEMAN | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | EDUCATION CHAIR | 1.00 | $0 | $0 | $0 |
| SHEENA POLACHOWSKI | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | FUNDRAISING CHAIR | 1.00 | $0 | $0 | $0 |
| DEBRA KAY | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL NIKOLIC | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUE DERBY | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ART SCHNEIDER | ||||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2023, THE YOUTH FOUNDATION AWARDED 82 GRANTS TO EXEMPT ORGANIZATIONS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE AND 9 COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. | Description1Txt |
| Expenses1 | $120,328 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,145,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,196,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,196,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,163,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,220 | TotalTaxAmt |
| Distributable Before Adj | $106,970 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,970 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,970 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,899 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,899 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,677 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,241 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $18,191 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,929 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $129,847 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,677 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $125,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,241 | ExcessFromYear4Amt |
| Excess From Year2 | $18,191 | ExcessFromYear2Amt |
| Excess From Year1 | $46,809 | ExcessFromYear1Amt |
| Excess From Current Year | $48,929 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| SCOTT BUSH | |||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | 4147884929 | GRANT APPLICANTS MUST COMPLETE THE YOUTH FOUNDATION'S APPLICATION FORM AND SUBMIT ALL REQUIRED DOCUMENTS INCLUDING A COPY OF THE APPLICANT'S IRS DETERMINATION LETTER; CURRENT FINANCIAL STATEMENTS; MOST RECENT AUDIT, REVIEW, OR COMPILATION REPORT; A PROJECT OR PROGRAM BUDGET; AND THE NAMES OF THE APPLICANT'S DIRECTORS OR TRUSTEES. | DECEMBER 15TH, MARCH 15TH, JUNE 15TH, AND SEPTEMBER 15TH FOR THE RESPECTIVE GRANT CYCLES | THE YOUTH FOUNDATION'S MISSION IS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE THAT CONTRIBUTE TO THEIR PHYSICAL AND INTELLECTUAL DEVELOPMENT AND FORMATION OF CHARACTER. ALL GRANTS MADE BY THE YOUTH FOUNDATION MUST MEET THESE CRITERIA. ALL GRANT AWARDS ARE FOR A PERIOD OF ONE YEAR. |
| SCOTT BUSH | |||||||
| 11430 WEST NORTH AVENUE | MILWAUKEE | WI | 53226 | 4147884929 | SCHOLARSHIP APPLICANTS MUST SUBMIT A HIGH SCHOOL OR COLLEGE TRANSCRIPT; A COPY OF ACT AND/OR SAT SCORES; THREE LETTERS OF RECOMMENDATIONS FROM A HIGH SCHOOL OR COLLEGE TEACHER, A MEMBER OF THE APPLICANT'S GENERAL COMMUNITY, AND A SOURCE OF APPLICANT'S CHOICE; AN ESSAY DESCRIBING ACADEMIC ACHIEVEMENT AND CAREER GOALS; A SUMMARY OF ANY COMMUNITY INVOLVEMENT AND EXTRA-CURRICULAR ACTIVITY; EVIDENCE OF THE COLLEGE APPLICATION; AND THE GREATER MILWAUKEE ASSOCIATION OF REALTORS MEMBERSHIP DATE AND YEAR. | APRIL 1ST OF EACH YEAR | APPLICANTS MUST BE CHILDREN OR GRANDCHILDREN OF A MEMBER OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. THE MEMBER MUST HAVE MAINTAINED HIS/HER RELATIONSHIP WITH THE ASSOCIATION CONTINUOUSLY FOR AT LEAST THREE YEARS AND HIS/HER DUES MUST BE CURRENT. APPLICANTS MUST HAVE APPLIED TO AT LEAST ONE ACCREDITED TWO- OR FOUR-YEAR COLLEGE. APPLICANTS ARE ELIGIBLE EACH YEAR FOR ONE SCHOLARSHIP. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST STAGE | |||||||
| 325 W WALNUT ST | MILWAUKEE | WI | 53212 | NONE | PC | ARTS GRANT | $1,000 |
| WISCONSIN CONSERVATORY OF MUSIC | |||||||
| 1584 N PROSPECT AVE | MILWAUKEE | WI | 53202 | NONE | PC | ARTS GRANT | $2,000 |
| RENAISSANCE THEATERWORKS | |||||||
| 158 N BROADWAY 5TH FL | MILWAUKEE | WI | 53202 | NONE | PC | ARTS GRANT | $1,000 |
| KIDS FROM WISCONSIN | |||||||
| 640 S 84TH ST | MILWAUKEE | WI | 53214 | NONE | PC | ARTS GRANT | $2,000 |
| PIUS XI CATHOLIC HIGH SCHOOL | |||||||
| 135 N 76TH ST | MILWAUKEE | WI | 53213 | NONE | PC | EDUCATION | $1,000 |
| URBAN ECOLOGY CENTER | |||||||
| 1500 E PARK PL | MILWAUKEE | WI | 53211 | NONE | PC | EDUCATION | $1,000 |
| THE YOUTH AND FAMILY PROJECT INC | |||||||
| 630 ELM ST | WEST BEND | WI | 53095 | NONE | PC | SOCIAL SERVICES | $2,000 |
| ASSOCIATION FOR THE RIGHTS OF CITIZENS WITH HANDICAPS | |||||||
| 419 FREDERICK ST | WAUKESHA | WI | 53186 | NONE | PC | SOCIAL SERVICES | $850 |
| MILWAUKEE HOMELESS VETERANS INITIATIVE | |||||||
| 6300 W NATIONAL AVE | WEST ALLIS | WI | 53214 | NONE | PC | SOCIAL SERVICES | $2,000 |
| BLESSINGS IN A BACKPACK - WAUKESHA COUNTY | |||||||
| 2010 SPRINGDALE RD | WAUKESHA | WI | 53186 | NONE | PC | SOCIAL SERVICES | $2,000 |
| HUMANE ANIMAL WELFARE SOCIETY OF WAUKESHA COUNTY INC | |||||||
| 701 NORTHVIEW RD | WAUKESHA | WI | 53188 | NONE | PC | EDUCATION | $1,560 |
| ST THOMAS MORE HIGH SCHOOL | |||||||
| 2601 E MORGAN AVE | MILWAUKEE | WI | 53207 | NONE | PC | EDUCATION | $1,000 |
| LIFE NAVIGATORS | |||||||
| 7203 W CENTER ST | WAUWATOSA | WI | 53210 | NONE | PC | EDUCATION | $500 |
| VISION FORWARD | |||||||
| 912 N HAWLEY RD | MILWAUKEE | WI | 53213 | NONE | PC | EDUCATION | $2,000 |
| NEXT DOOR FOUNDATION | |||||||
| 2545 N 29TH ST | MILWAUKEE | WI | 53210 | NONE | PC | EDUCATION | $2,000 |
| COLLEGE POSSIBLE MILWAUKEE | |||||||
| 1515 RIVERCENTER | MILWAUKEE | WI | 53212 | NONE | PC | EDUCATION | $2,000 |
| EX FABULA | |||||||
| 206 E SMITH ST | MILWAUKEE | WI | 53207 | NONE | PC | ARTS GRANT | $1,500 |
| HMONG AMERICAN FRIENDSHIP ASSOCIATION INC | |||||||
| 3824 W VLIET ST | MILWAUKEE | WI | 53208 | NONE | PC | ARTS GRANT | $1,000 |
| ISLANDS OF BRILLIANCE INC | |||||||
| PO BOX 774 | MILWAUKEE | WI | 53201 | NONE | PC | ARTS GRANT | $1,000 |
| PINK UMBRELLA THEATER COMPANY | |||||||
| 1660 N PROSPECT AVE 501 | MILWAUKEE | WI | 53202 | NONE | PC | ARTS GRANT | $1,000 |
| SCHAUER ARTS CENTER | |||||||
| 147 N RURAL ST | HARTFORD | WI | 53027 | NONE | PC | ARTS GRANT | $1,000 |
| WILD SPACE DANCE COMPANY | |||||||
| 820 E KNAPP ST | MILWAUKEE | WI | 53202 | NONE | PC | ARTS GRANT | $1,000 |
| ALL HANDS BOATWORKS INC | |||||||
| 621 S 12TH ST | MILWAUKEE | WI | 53204 | NONE | PC | EDUCATION | $1,000 |
| BICYCLE FEDERATION EDUCATION FOUNDATION OF WI | |||||||
| 187 E BECHER ST STE B | MILWAUKEE | WI | 53207 | NONE | PC | EDUCATION | $1,000 |
| CASA GUADALUPE EDUCATION CENTER | |||||||
| 419 ROOSEVELT DR | WEST BEND | WI | 53090 | NONE | PC | EDUCATION | $500 |
| GOOD FRIENDS INC | |||||||
| PO BOX 219 | WALES | WI | 531830219 | NONE | PC | EDUCATION | $500 |
| HEAR WISCONSIN | |||||||
| 10243 W NATIONAL AVE | WEST ALLIS | WI | 53227 | NONE | PC | EDUCATION | $1,000 |
| HUNGER TASK FORCE INC | |||||||
| 5000 WEST ELECTRIC AVE | MILWAUKEE | WI | 53219 | NONE | PC | EDUCATION | $1,000 |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC | |||||||
| 11111 W LIBERTY DR | MILWAUKEE | WI | 53224 | NONE | PC | EDUCATION | $500 |
| LA CAUSA INC | |||||||
| 413 W SCOTT ST | MILWAUKEE | WI | 53204 | NONE | PC | EDUCATION | $2,000 |
| MILWAUKEE TENNIS & EDUCATION FOUNDATION | |||||||
| 3000 N SHERMAN BLVD | MILWAUKEE | WI | 53202 | NONE | PC | EDUCATION | $500 |
| RISEN SAVIOR LUTHERAN | |||||||
| 9550 W BROWN DEER RD | MILWAUKEE | WI | 53224 | NONE | PC | EDUCATION | $500 |
| SEEDS OF HEALTH | |||||||
| 1445 S 32ND ST | MILWAUKEE | WI | 53215 | NONE | PC | EDUCATION | $1,000 |
| ST MARCUS SCHOOL | |||||||
| 2215 N PALMER ST | MILWAUKEE | WI | 53212 | NONE | PC | EDUCATION | $1,000 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | NONE | PC | EDUCATION | $500 |
| CHOSEN INC | |||||||
| 400 TRAVIS LANE STE 30 | WAUKESHA | WI | 53189 | NONE | PC | SOCIAL SERVICES | $1,000 |
| COPS AND KIDS FOUNDATION | |||||||
| PO BOX 46 | SUSSEX | WI | 53089 | NONE | PC | SOCIAL SERVICES | $1,000 |
| CORE EL CENTRO | |||||||
| 130 W BRUCE ST SUITE 300 | MILWAUKEE | WI | 53204 | NONE | PC | SOCIAL SERVICES | $1,500 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN INC | |||||||
| 11709 W CLEAVELAND AVE STE 2 | WEST ALLIS | WI | 53227 | NONE | PC | SOCIAL SERVICES | $1,000 |
| HOPE CENTER INC | |||||||
| 502 N EAST AVE | WAUKESHA | WI | 53186 | NONE | PC | SOCIAL SERVICES | $1,000 |
| LIFE NAVIGATORS | |||||||
| 7203 W CENTER ST | WAUWATOSA | WI | 53210 | NONE | PC | EDUCATION | $1,000 |
| PEACE LEARNING CENTER | |||||||
| 32224 N GORDON PL | MILWAUKEE | WI | 53212 | NONE | PC | SOCIAL SERVICES | $1,500 |
| VARIETY- CHILDREN'S CHARITY OF WI | |||||||
| 12425 KNOLL RD SUITE 120 | ELM GROVE | WI | 53122 | NONE | PC | SOCIAL SERVICES | $1,500 |
| LATINO ARTS INC | |||||||
| 1028 SOUTH 9TH ST | MILWAUKEE | WI | 53204 | NONE | PC | ARTS GRANT | $1,500 |
| ARTISTS WORKING IN EDUCATION (AWE) | |||||||
| 4315 W VLIET ST | MILWAUKEE | WI | 53208 | NONE | PC | ARTS GRANT | $1,000 |
| BLACK ARTS MKE | |||||||
| 929 N WATER ST | MILWAUKEE | WI | 53202 | NONE | PC | ARTS GRANT | $1,500 |
| RADIO MILWAUKEE | |||||||
| 220 EAST PITTSBURGH AVE | MILWAUKEE | WI | 53204 | NONE | PC | ARTS GRANT | $1,500 |
| JEWISH FAMILY SERVICES INC | |||||||
| 1300 N JACKSON ST | MILWAUKEE | WI | 53202 | NONE | PC | SOCIAL SERVICES | $1,000 |
| CHRISTIAN FAMILY SERVICES | |||||||
| W175 N11120 STONEWOOD DR | GERMANTOWN | WI | 53022 | NONE | PC | SOCIAL SERVICES | $2,000 |
| PROFESSIONAL FIRE FIGHTERS OF WI CHARITABLE FOUNDATION INC | |||||||
| 321 E MAIN ST STE 200 | MADISON | WI | 537032813 | NONE | PC | SOCIAL SERVICES | $2,500 |
| HOPE HOUSE OF MILWAUKEE | |||||||
| 209 W ORCHARD ST | MILWAUKEE | WI | 53204 | NONE | PC | SOCIAL SERVICES | $1,000 |
| MILWAUKEE RESCUE MISSION (MRM) | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | NONE | PC | SOCIAL SERVICES | $1,000 |
| CHOSEN INC | |||||||
| 400 TRAVIS LANE STE 30 | WAUKESHA | WI | 53189 | NONE | PC | SOCIAL SERVICES | $1,000 |
| FRIENDS OF GRANT PARK | |||||||
| 809 HAWTHORNE AVE | SOUTH MILWAUKEE | WI | 53172 | NONE | PC | EDUCATION | $600 |
| ST ANTHONY SCHOOL MILWAUKEE | |||||||
| 1727 S 9TH ST | MILWAUKEE | WI | 53204 | NONE | PC | EDUCATION | $1,500 |
| MILWAUKEE ACADEMY OF SCIENCE | |||||||
| 2000 W KILBOURN AVE | MILWAUKEE | WI | 53233 | NONE | PC | EDUCATION | $2,000 |
| UNITED COMMUNITY CENTER (UCC) | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53217 | NONE | PC | EDUCATION | $1,000 |
| KINGDOM WORKERS | |||||||
| N19W24075 RIVERWOOD DR SUITE 200 | WAUKESHA | WI | 53188 | NONE | PC | EDUCATION | $1,250 |
| ELEVATE INC | |||||||
| N169W21005 MEADOW LN | JACKSON | WI | 53037 | NONE | PC | EDUCATION | $1,000 |
| PROJECT CONCERN OF CUDAHY ST FRANCIS INC | |||||||
| PO BOX 100093 | CUDAHY | WI | 53110 | NONE | PC | EDUCATION | $1,000 |
| ABLE (AUDIO & BRAILLE LITERACY ENHANCEMENT) | |||||||
| 803 W WELLS ST | MILWAUKEE | WI | 53233 | NONE | PC | EDUCATION | $1,000 |
| ABOVE THE CLOUDS INC | |||||||
| 2432 N TEUTONIA AVE 2 | MILWAUKEE | WI | 53206 | NONE | PC | ARTS GRANT | $2,156 |
| MARCUS PERFORMING ARTS CENTER | |||||||
| 929 N WATER ST | MILWAUKEE | WI | 53202 | NONE | PC | ARTS GRANT | $1,500 |
| CIVIC MUSIC ASSOCIATION OF MILWAUKEE | |||||||
| 1345 N JEFFERSON ST 170 | MILWAUKEE | WI | 53202 | NONE | PC | ARTS GRANT | $1,500 |
| MILWAUKEE CHAMBER THEATRE | |||||||
| 158 N BROADWAY | MILWAUKEE | WI | 53202 | NONE | PC | ARTS GRANT | $1,000 |
| UPSTREAM ARTS INC | |||||||
| 3501 CHICAGO AVE | MINNEAPOLIS | MN | 55407 | NONE | PC | ARTS GRANT | $1,500 |
| NEXT ACT THEATRE | |||||||
| 255 S WATER ST | MILWAUKEE | WI | 53204 | NONE | PC | ARTS GRANT | $1,500 |
| BEST BUDDIES WISCONSIN (BBWI) | |||||||
| 10425 W NORTH AVE SUIT 340 | WAUWATOSA | WI | 53226 | NONE | PC | SOCIAL SERVICES | $2,000 |
| FRIENDS WITH FOOD | |||||||
| 713 N GRANDVIEW BLVD | WAUKESHA | WI | 53188 | NONE | PC | SOCIAL SERVICES | $4,500 |
| SLEEP IN HEAVENLY PEACE INC | |||||||
| 1560 ELDRIDGE AVE | TWIN FALLS | ID | 83301 | NONE | PC | SOCIAL SERVICES | $2,000 |
| CHIX 4 A CAUSE | |||||||
| PO BOX 871 | WEST BEND | WI | 53095 | NONE | PC | SOCIAL SERVICES | $1,000 |
| NEIGHBORHOOD HOUSE OF MILWAUKEE INC | |||||||
| 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 53208 | NONE | PC | EDUCATION | $1,500 |
| SHARP LITERACY | |||||||
| 5775 GLEN PARK RD 202 | MILWAUKEE | WI | 53209 | NONE | PC | EDUCATION | $1,000 |
| GIRLS ON THE RUN OF SE WISCONSIN | |||||||
| 5775 N GLEN PARK RD STE 203 | MILWAUKEE | WI | 53209 | NONE | PC | EDUCATION | $1,000 |
| AUTISM SOCIETY OF SOUTHEASTERN WISCONSIN | |||||||
| 3720 N 124TH ST STE O | WAUWATOSA | WI | 53227 | NONE | PC | EDUCATION | $1,500 |
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY | |||||||
| 226 W VINE ST | MILWAUKEE | WI | 53212 | NONE | PC | EDUCATION | $1,426 |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | |||||||
| 10005 W BLUEMOUND RD | MILWAUKEE | WI | 53226 | NONE | PC | EDUCATION | $1,000 |
| SECUREFUTURES FOUNDATION | |||||||
| 710 N PLANKINTON AVE STE 1400 | MILWAUKEE | WI | 53203 | NONE | PC | EDUCATION | $1,500 |
| CATHEDRAL CENTER | |||||||
| 710 N PLANKINTON ST 803 | MILWAUKEE | WI | 53203 | NONE | PC | SOCIAL SERVICES | $1,986 |
| WISCONSIN ADAPTIVE SPORTS ASSOCIATION | |||||||
| 715 TALON TRAIL | BROOKFIELD | WI | 53045 | NONE | PC | SOCIAL SERVICES | $5,000 |
| LA CAUSA CRISIS NURSERY | |||||||
| 522 W WALKER ST | MILWAUKEE | WI | 53204 | NONE | PC | PRESIDENTS FUND | $1,500 |
| BETTY BRINN CHILDREN'S MUSEUM | |||||||
| 929 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | NONE | PC | EDUCATION | $1,000 |
| LYDIA LAPORTE | |||||||
| N29 W26221 COACHMAN DR | PEWAUKEE | WI | 53072 | NONE | I | SCHOLARSHIP | $1,000 |
| IAN GOLD | |||||||
| 11308 PIONEER RD | CEDARBURG | WI | 53012 | NONE | I | SCHOLARSHIP | $1,000 |
| RACHEL REINECKE | |||||||
| 1050 HIGHLAND DR | ELM GROVE | WI | 53122 | NONE | I | SCHOLARSHIP | $1,000 |
| KYLE DEDRICK | |||||||
| 1625 STARK ST | KEWASKUM | WI | 53040 | NONE | I | SCHOLARSHIP | $1,000 |
| ABIGAIL TASKER | |||||||
| 310 E DEWEY ST | CASSVILLE | WI | 53806 | NONE | I | SCHOLARSHIP | $1,000 |
| LAUREN LUTTGEN | |||||||
| 2709 WEST HICKORY LN | MEQUON | WI | 53092 | NONE | I | SCHOLARSHIP | $1,000 |
| ARIANNA LUNDA | |||||||
| 11609 W SUNNYBROOK RD | FRANKLIN | WI | 53132 | NONE | I | SCHOLARSHIP | $1,000 |
| TYLER TRANCHITA | |||||||
| 3365 HOLLYWOOD LANE | BROOKFIELD | WI | 53045 | NONE | I | SCHOLARSHIP | $1,000 |
| LAURA ZAUTNER | |||||||
| 1517 PRIMROSE LN | WEST BEND | WI | 53090 | NONE | I | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,328 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,186 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,186 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1c | $13,000 | ADMINISTRATIVE SERVICES |
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1b(4) | $0 | ADMINISTRATIVE SERVICES |
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1b(6) | $0 | ADMINISTRATIVE SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,745 | Amt |
| Net Investment Income | $873 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $872 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $2,027,847 | EOYBookValueAmt |
| EOYFMV | $2,213,185 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ALAN EISENBERG CHARITABLE TRUST | Desc |
| BOY Book Value | $535,270 | BOYBookValueAmt |
| EOY Book Value | $508,098 | EOYBookValueAmt |
| EOYFMV | $547,104 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $25,554 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,555 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,999 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $16,678 | $16,678 | $0 |
| MANAGEMENT FEES | $13,000 | $1,300 | $11,700 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN D EISENBERG REVOCABLE TRUST | BusinessNameLine1Txt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,220 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments