2024-11-14T11:28:22-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 396040219 MILWAUKEE BAR ASSOCIATION FOUNDATION INC MILW 4142745934 747 N BROADWAY MILWAUKEE WI 53202 ANDREW JONES SECRETARY/TREASURER 4142745934 2024-11-13 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-11-13 2023 2024-10-15 13:58:12Z SARAH MARTIS 747 N BROADWAY MILWAUKEE WI 53202 770227 0 X WWW.MKEBARFOUNDATION.ORG X 1947 WI 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. 12 12 0 14 0 0 218704 531414 0 0 14905 11801 9415 11187 243024 554402 10000 19000 0 0 0 0 0 0 47034 259760 497272 269760 516272 -26736 38130 1161483 1392669 57816 173591 1103667 1219078 X 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. 0 0 427180 19000 0 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. 427180 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 WI X SARAH MARTIS 4142745934 747 N BROADWAY MILWAUKEE WI 53202 PAUL BENSON PRESIDENT 1.00 X X 0 0 0 SHANNON ALLEN VICE PRESIDENT 1.00 X X 0 0 0 ANDREW JONES SECRETARY/TREASURER 1.00 X X 0 0 0 AARON OLEJNICZAK DIRECTOR 1.00 X 0 0 0 NICK ZEPNICK DIRECTOR 1.00 X 0 0 0 THOMAS REED DIRECTOR 1.00 1.00 X 0 0 0 BRIAN SPAHN DIRECTOR 1.00 X 0 0 0 ANTHONY ANZELMO DIRECTOR 1.00 X 0 0 0 MELISSA MCCORD DIRECTOR 1.00 X 0 0 0 NORA PLATT DIRECTOR 1.00 X 0 0 0 JESSICA REGINATO DIRECTOR 1.00 X 0 0 0 DAVID PETERSON DIRECTOR 1.00 X 0 0 0 SARAH MARTIS EXECUTIVE DIRECTOR 5.00 40.00 X 0 96287 25076 0 96287 25076 0 0 0 0 MILWAUKEE BAR ASSOCIATION INC 747 N BROADWAY MILWAUKEE WI 532024302 MANAGEMENT SERVICES 401591 1 25587 505827 531414 8469 8469 194582 191250 3332 3332 3332 35364 25587 24575 10789 10789 398 0 398 398 554402 0 0 22988 11000 11000 8000 8000 401591 381181 20410 12540 12540 2624 2624 47034 47034 2943 2943 22000 22000 2056 2056 6484 6484 516272 427180 42058 47034 69376 0 111885 330988 268784 279533 8998 10682 702440 771466 1161483 1392669 18693 52344 39123 121247 57816 173591 X 176133 168947 927534 1050131 1103667 1219078 1161483 1392669 X 38130 8255 69026 X 0 1 X 1 0 X X 1 MILWAUKEE BAR ASSOCIATION INC 391327219 10 1 224139 0 1 224139 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 771466 771466 DUE TO MILWAUKEE BAR ASSOCIATION, INC. 121247 121247 649608 8255 66402 74657 574951 -20549 -20549 554402 534197 20549 20549 513648 2624 2624 516272 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. GOLF OUTING 34635 12077 22558 859 7606 4109 1724 5K RUN 26316 13510 12806 8770 42 1465 60951 25587 35364 859 16376 4151 3189 24575 10789 1 CLERKSHIP STIPEND 1 8000 PART I, LINE 2: INDIVIDUAL PARTICIPATES IN EIGHT WEEKS OVER THE SUMMER CLERKSHIP. 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. MILWAUKEE BAR ASSOCIATION INC 747 N BROADWAY MILWAUKEE WI 53202 391327219 TO PROMOTE THE PROFESSIONAL INTERESTS OF THE LOCAL BENCH AND BAR WI 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 MILWAUKEE BAR ASSOCIATION INC O 328676 ACTUAL COST