MILWAUKEE BAR ASSOCIATION FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MILWAUKEE BAR ASSOCIATION FOUNDATION INC (EIN 39-6040219)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202413199349306826
Schema version: 2023v5.1
Note: A later return for the same period supersedes this one.
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
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T11:28:22-06:00	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	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	396040219	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MILWAUKEE BAR ASSOCIATION FOUNDATION	BusinessNameLine1Txt
Business Name Line2	INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MILW	BusinessNameControlTxt
Phone	4142745934	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	747 N BROADWAY	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDREW JONES	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	4142745934	PhoneNum
Signature	2024-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

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	2024-11-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SARAH MARTIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	747 N BROADWAY	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$770,227	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MKEBARFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1947	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	THE MILWAUKEE BAR ASSOCIATION FOUNDATION MADE CONTRIBUTIONS TO THE MILWAUKEE JUSTICE CENTER AS NOTED ON THE SCHEDULE FOR PART I, LINE 13. THE MILWAUKEE JUSTICE CENTER UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME SELF-REPRESENTED LITIGANTS THROUGH COURT-BASED SELF-HELP DESKS AND LEGAL RESOURCES. THE MILWAUKEE JUSTICE CENTER IS A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY, AND MARQUETTE UNIVERSITY LAW SCHOOL.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	14	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$218,704	PYContributionsGrantsAmt
CY Contributions Grants	$531,414	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$14,905	PYInvestmentIncomeAmt
CY Investment Income	$11,801	CYInvestmentIncomeAmt
PY Other Revenue	$9,415	PYOtherRevenueAmt
CY Other Revenue	$11,187	CYOtherRevenueAmt
PY Total Revenue	$243,024	PYTotalRevenueAmt
CY Total Revenue	$554,402	CYTotalRevenueAmt
PY Grants And Similar Paid	$10,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$19,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$47,034	CYTotalFundraisingExpenseAmt
PY Other Expenses	$259,760	PYOtherExpensesAmt
CY Other Expenses	$497,272	CYOtherExpensesAmt
PY Total Expenses	$269,760	PYTotalExpensesAmt
CY Total Expenses	$516,272	CYTotalExpensesAmt
PY Revenues Less Expenses	-$26,736	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$38,130	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,161,483	TotalAssetsBOYAmt
Total Assets EOY	$1,392,669	TotalAssetsEOYAmt
Total Liabilities BOY	$57,816	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$173,591	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,103,667	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,219,078	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PERFORM AND CARRY OUT CHARITABLE AND EDUCATION FUNCTIONS AND PURPOSES OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN AND TO FACILITATE THE ADVANCEMENT OF JURISPRUDENCE AND THE PROMOTION OF ADMINISTRATION OF JUSTICE IN THE STATE OF WISCONSIN THROUGH EDUCATION AND SCIENTIFIC RESEARCH, MORE SPECIFICALLY, BY WAY OF ILLUSTRATION AND NOT OF LIMITATION, TO PUBLISH INFORMATIONAL BOOKLETS FOR THE PUBLIC; TO PROVIDE FOR SCHOLARSHIPS OR FELLOWSHIPS FOR THE LEGAL EDUCATION OF WORTHY PERSONS; AND TO ENGAGE OR PARTICIPATE IN ANY ACTIVITY, BUSINESS OR ENTERPRISE TO CARRY OUT, OR PROCURE FUNDS FOR, THE PURPOSES OF THE CORPORATION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$427,180	ExpenseAmt
Grant	$19,000	GrantAmt
Revenue	$0	RevenueAmt
Desc	THE FOUNDATION SUPPORTS THE MILWAUKEE JUSTICE CENTER, A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY AND MARQUETTE UNIVERSITY LAW SCHOOL, WHICH UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME UNREPRESENTED LITIGANTS THROUGH COURT-BASED PROGRAMS AND LEGAL RESOURCES.	Desc
Total Program Service Expenses	$427,180	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	6	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SARAH MARTIS	PersonNm
Phone	4142745934	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	747 N BROADWAY	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
PAUL BENSON
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
SHANNON ALLEN
VICE PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
ANDREW JONES
SECRETARY/TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
AARON OLEJNICZAK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
NICK ZEPNICK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
THOMAS REED
DIRECTOR	1.00	Yes (X)		$0	$0	$0	1.00
BRIAN SPAHN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ANTHONY ANZELMO
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MELISSA MCCORD
DIRECTOR	1.00	Yes (X)		$0	$0	$0
NORA PLATT
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JESSICA REGINATO
DIRECTOR	1.00	Yes (X)		$0	$0	$0
DAVID PETERSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SARAH MARTIS
EXECUTIVE DIRECTOR	5.00		Yes (X)	$0	$96,287	$25,076	40.00

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$96,287	TotReportableCompRltdOrgAmt
Total Other Compensation	$25,076	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MILWAUKEE BAR ASSOCIATION INC	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	747 N BROADWAY	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	532024302	ZIPCd

Field	Value	IRS element (for citing)
Services	MANAGEMENT SERVICES	ServicesDesc
Compensation	$401,591	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Fundraising	$25,587	FundraisingAmt
All Other Contributions	$505,827	AllOtherContributionsAmt
Total Contributions	$531,414	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,469	TotalRevenueColumnAmt
Exclusion	$8,469	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$194,582	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$191,250	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,332	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,332	TotalRevenueColumnAmt
Exclusion	$3,332	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$35,364	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$25,587	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$24,575	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,789	TotalRevenueColumnAmt
Exclusion	$10,789	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$398	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$398	TotalRevenueColumnAmt
Exclusion	$398	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$554,402	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$22,988	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$11,000	TotalAmt
Program Services	$11,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$8,000	TotalAmt
Program Services	$8,000	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$401,591	TotalAmt
Program Services	$381,181	ProgramServicesAmt
Management And General	$20,410	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$12,540	TotalAmt
Management And General	$12,540	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,624	TotalAmt
Management And General	$2,624	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$47,034	TotalAmt
Fundraising	$47,034	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,943	TotalAmt
Program Services	$2,943	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$22,000	TotalAmt
Program Services	$22,000	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,056	TotalAmt
Program Services	$2,056	ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,484	TotalAmt
Management And General	$6,484	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$516,272	TotalAmt
Program Services	$427,180	ProgramServicesAmt
Management And General	$42,058	ManagementAndGeneralAmt
Fundraising	$47,034	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$69,376	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$111,885	BOYAmt
EOY	$330,988	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$268,784	BOYAmt
EOY	$279,533	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$8,998	BOYAmt
EOY	$10,682	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$702,440	BOYAmt
EOY	$771,466	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,161,483	BOYAmt
EOY	$1,392,669	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$18,693	BOYAmt
EOY	$52,344	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$39,123	BOYAmt
EOY	$121,247	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$57,816	BOYAmt
EOY	$173,591	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$176,133	BOYAmt
EOY	$168,947	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$927,534	BOYAmt
EOY	$1,050,131	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,103,667	BOYAmt
EOY	$1,219,078	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,161,483	BOYAmt
EOY	$1,392,669	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$38,130	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$8,255	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$69,026	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MILWAUKEE BAR ASSOCIATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	391327219	EIN
Organization Type	10	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$224,139	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$224,139	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	Yes (1)	SupportedOrgSectionC456Ind
Supported Org Qualified	Yes (1)	SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 B	Yes (1)	SuprtExclusivelySec170c2BInd
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (1)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	0	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION A, LINE 2	THE SOLE SUPPORTED ORGANIZATION IS THE MILWAUKEE BAR ASSOCIATION, INC., AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6) WHICH SATISFIES THE SUPPORT TEST UNDER SECTION 509(A)(2).
PART IV, SECTION A, LINE 3B	THE FOUNDATION ANNUALLY MONITORS THE RECEIPTS OF THE MILWAUKEE BAR ASSOCIATION, INC. TO ENSURE THAT THE SECTION 509(A)(2) TEST IS SATISFIED.
PART IV, SECTION A, LINE 3C	THE FOUNDATION'S BOARD MONITORS THE EXPENDITURES AND ACTIVITIES OF THE FOUNDATION TO ENSURE THEY ARE CONSISTENT WITH ITS MISSION. FOR MANY YEARS THE FOUNDATION HAS SUPPORTED THE MILWAUKEE JUSTICE CENTER WHICH IS A SELF-HELP CENTER IN THE MILWAUKEE COUNTY COURTHOUSE. THE MILWAUKEE JUSTICE CENTER UTILIZES VOLUNTEERS TO ADDRESS UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME UNREPRESENTED LITIGANTS THROUGH COURT-BASED PROGRAMS AND LEGAL SERVICES. THE MILWAUKEE JUSTICE CENTER'S ACTIVITIES ARE CLEARLY CHARITABLE.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION	Desc
Book Value	$771,466	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$771,466	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO MILWAUKEE BAR ASSOCIATION, INC.	Desc
Amt	$121,247	Amt

Field	Value	IRS element (for citing)
Total Liability	$121,247	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$649,608	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$8,255	NetUnrealizedGainsInvstAmt
Other Revenue	$66,402	OtherRevenueAmt
Revenue Not Reported	$74,657	RevenueNotReportedAmt
Revenue Subtotal	$574,951	RevenueSubtotalAmt
Other Revenues Not Included	-$20,549	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$20,549	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$554,402	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$534,197	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$20,549	OtherExpensesIncludedAmt
Expenses Not Reported	$20,549	ExpensesNotReportedAmt
Expenses Subtotal	$513,648	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$2,624	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$2,624	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$516,272	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS BY GREATER MILWAUKEE FDN 69,026. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -2,624.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -20,549.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 20,549.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF OUTING	Event1Nm
Gross Receipts Event1	$34,635	GrossReceiptsEvent1Amt
Charitable Contri Event1	$12,077	CharitableContriEvent1Amt
Gross Revenue Event1	$22,558	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$859	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$7,606	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$4,109	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$1,724	OtherDirectExpensesEvent1Amt
Event2	5K RUN	Event2Nm
Gross Receipts Event2	$26,316	GrossReceiptsEvent2Amt
Charitable Contri Event2	$13,510	CharitableContriEvent2Amt
Gross Revenue Event2	$12,806	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$8,770	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$42	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$1,465	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$60,951	GrossReceiptsTotalAmt
Charitable Contributions Tot	$25,587	CharitableContributionsTotAmt
Gross Revenue Total Events	$35,364	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$859	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$16,376	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$4,151	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$3,189	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$24,575	DirectExpenseSummaryEventsAmt
Net Income Summary	$10,789	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	CLERKSHIP STIPEND	GrantTypeTxt
Recipient	1	RecipientCnt
Cash Grant	$8,000	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	INDIVIDUAL PARTICIPATES IN EIGHT WEEKS OVER THE SUMMER CLERKSHIP.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	THE MEMBERSHIP OF THE MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE MILWAUKEE BAR ASSOCIATION, INC. OF MILWAUKEE, WISCONSIN, AS FROM TIME TO TIME CONSTITUTED.
FORM 990, PART VI, SECTION A, LINE 7A	BECAUSE THE MEMBERSHIP OF THE MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE MILWAUKEE BAR ASSOCIATION, INC. OF MILWAUKEE, WISCONSIN, THE MEMBERS OF THE MILWAUKEE BAR ASSOCIATION, INC. EFFECTIVELY ELECT THE MEMBERS OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 8B	THE FOUNDATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS REVIEW FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	EACH DIRECTOR SHALL DISCLOSE TO THE BOARD OF DIRECTORS ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST WHENEVER THE DUALITY OR CONFLICT PERTAINS TO A MATTER BEING CONSIDERED BY THE BOARD. ANY DIRECTOR HAVING DUALITY OF INTEREST OR CONFICT OF INTEREST ON ANY MATTER SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMININIG THE QUORUM FOR THE VOTE ON THE MATTER. IN ADDITION, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, BUT MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND MAY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS SINCE HIS OR HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. THE MINUTE OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. IF A DIRECTOR IS UNCERTAIN AS TO WHETHER HE OR SHE HAS A DUALITY OR CONFLICT OF INTEREST WHICH REQUIRES ABSTENTION, OR IF A DIRECTOR ASSERTS THAT ANOTHER DIRECTOR HAS SUCH A DUALITY OR CONFLICT, THE BOARD, BY MAJORITY VOTE OF THOSE PRESENT OTHER THAN THE DIRECTOR HAVING THE POSSIBLE CONFLICT, SHALL DECIDE WHETHER ABSTENTION IS REQUIRED. IF ABSTENTION IS REQUIRED, THE AFFECTED DIRECTOR SHALL ABSTAIN FROM VOTING ON THE MATTER. NO PURCHASE INVOLVING $1,000 OR MORE FROM ANY DIRECTOR OR ANY ENTITY OF WHICH THE DIRECTOR IS AN OFFICER, DIRECTOR, PARTNER OR OWNER SHALL BE MADE WITHOUT PRIOR APPROVAL OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST MADE TO THE EXECUTIVE DIRECTOR IN WRITING.
FORM 990, PART XI, LINE 9:	CHANGE IN BENEFICIAL INTEREST IN ASSETS BY GREATER MILWAUKEE FOUNDATION 69,026.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MILWAUKEE BAR ASSOCIATION INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	747 N BROADWAY	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
EIN	391327219	EIN
Primary Activities	TO PROMOTE THE PROFESSIONAL INTERESTS OF THE LOCAL BENCH AND BAR	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd
Exempt Code Section	501(C)(6)	ExemptCodeSectionTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MILWAUKEE BAR ASSOCIATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	O	TransactionTypeTxt
Involved	$328,676	InvolvedAmt
Method Of Amount Determination	ACTUAL COST	MethodOfAmountDeterminationTxt