THE BROOKBY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKBY FOUNDATION (EIN 38-3202330)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349106297
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T20:36:31-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | 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 | 383202330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Brookby Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KELLY JORGENSEN | InCareOfNm |
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2624780629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 N Franklin Place Unit 2002 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY GREENEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2624780629 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI OLSON | PreparerPersonNm |
| PTIN | P01379656 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,609,859 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,193,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,193,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $566,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,546,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,026 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,579 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $518 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,762,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,760,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,042 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,042 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,000 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,951 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,976 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $138,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,912 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,142 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,657 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,657 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,984 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,941 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $147,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,112,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,112,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,466,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,260,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,704,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,594,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $311,900 | CashBOYAmt |
| Cash EOY | $136,350 | CashEOYAmt |
| Cash EOYFMV | $136,350 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,670,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $496,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $496,919 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $21,616,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,776,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,951,967 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,990,451 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,179,805 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,230,379 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,998,318 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $294,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $294,244 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,087,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,383,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,609,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $35,087,745 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $33,383,492 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,087,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,383,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,087,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,383,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,087,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,704,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $568 | OtherIncreasesAmt |
| Subtotal | $33,383,492 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $33,383,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt |
|---|---|---|
| GREENLEAF TRUST | P | $518,352 |
| K-1 | P | $47,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,026 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,157 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,157 | SubtotalAmt |
| Tax Based On Investment Income | $22,157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,748 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,748 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $6,573 | OverpaymentAmt |
| Applied To ES Tax | $6,573 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://BROOKBYFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY JORGENSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6168883210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 OTTAWA AVENUE SW SUITE 110 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WENDY GREENEY | |||||||||
| 1313 N Franklin Place | Unit 2002 | MILWAUKEE | WI | 53202 | PRESIDENT/SECRETARY | 1.0 | $0 | $0 | $0 |
| PAUL GREENEY | |||||||||
| 1313 N Franklin Place | Unit 2002 | MILWAUKEE | WI | 53202 | VICE PRESIDENT/TREASURER | 30.0 | $0 | $0 | $0 |
| DANIEL GREENEY | |||||||||
| 1313 N Franklin Place | Unit 2002 | MILWAUKEE | WI | 53202 | MANAGING DIRECTOR | 40.0 | $60,000 | $0 | $0 |
| JONATHAN GREENEY | |||||||||
| 1313 N Franklin Place | Unit 2002 | MILWAUKEE | WI | 53202 | BOARD TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE LIGHTWINE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3835 E LUNHAM AVE | AddressLine1Txt |
| City | CUDAHY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 22.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $42,042 | CompensationAmt |
| Employee Benefits | $18,000 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,189,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $698,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $794,244 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,681,312 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,681,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $700,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,981,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,299,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,299,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,157 | TotalTaxAmt |
| Distributable Before Adj | $2,276,898 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,276,898 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,276,898 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,260,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,260,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,276,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $636,228 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $608,807 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $739,428 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,014,564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,999,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,260,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,276,898 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $983,362 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,982,389 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $636,228 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,346,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $608,807 | ExcessFromYear4Amt |
| Excess From Year2 | $739,428 | ExcessFromYear2Amt |
| Excess From Year1 | $1,014,564 | ExcessFromYear1Amt |
| Excess From Current Year | $983,362 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BROOKBY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 N Franklin Place 2002 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2624780629 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUESTS ARE REVIEWED THREE (3) TIMES EACH YEAR. ALL GRANT REQUESTS SHALL BE INITIATED WITH A LETTER OF INQUIRY (LOI) USING THE ONLINE GRANT PORTAL. A REVIEW OF THE LOI WILL DETERMINE IF THE REQUEST ALIGNS WITH OUR GRANTMAKING STRATEGIES. LOI SHOULD BE SUBMITTED BY THE DATES BELOW, IN ACCORDANCE WITH OUR GRANT CYCLE. SPRING REVIEW IS RESTRICTED TO EDITH BLODGETT LEGACY FUND REQUESTS. ONLY FORMER BLODGETT FOUNDATION GRANTEES ARE ELIGIBLE TO APPLY DURING THE SPRING REVIEW CYCLE. NEW APPLICANTS ARE ONLY ELIGIBLE TO APPLY DURING THE SUMMER AND WINTER REVIEW CYCLES. APPLICANTS MAY REQUEST FUNDING ONCE PER CALENDAR YEAR. IF LOI IS APPROVED, A FULL APPLICATION WITH SUPPORTING DOCUMENTS WILL BE REQUESTED. APPLICANTS WILL BE NOTIFIED IF ANY ADDITIONAL INFORMATION IS REQUIRED PRIOR TO REVIEW MEETING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING (BEFORE 2/15); SUMMER (BEFORE 5/15); WINTER (BEFORE 10/15) | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAY REQUEST FUNDING ONCE PER CALENDAR YEAR | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 45TH PARALLEL | |||||||
| PO BOX 1227 | PORTLAND | OR | 97212 | PC | CAPACITY BUILDING | $30,000 | |
| ACLU OF WISCONSIN FOUNDATION | |||||||
| 207 E BUFFALO STREET | MILWAUKEE | WI | 53202 | PC | General Support | $25,000 | SUITE 325 |
| ALL CLASSICAL PORTLAND | |||||||
| 211 SE CARUTHERS STREET | PORTLAND | OR | 97214 | PC | International Children's Arts Network (ICAN) | $20,000 | SUITE 200 |
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | General Support | $50,000 | SUITE 700 |
| CIRCLE OF BLUE | |||||||
| 800 W ELEVENTH STREET | TRAVERSE CITY | MI | 49684 | PC | General Support | $25,000 | |
| CLEAN WISCONSIN | |||||||
| 634 WEST MAIN STREET SUITE 300 | MADISON | WI | 53703 | PC | Research and analysis support | $35,000 | |
| DA BLODGETT - STJOHN'S | |||||||
| 805 LEONARD STREET NE | GRAND RAPIDS | MI | 49503 | PC | Behavioral Health for Kids & Families in Crisis | $30,000 | |
| DAIRY GRAZING APPRENTICESHIP | |||||||
| 247606 GAD ROAD | MEDFORD | WI | 54451 | PC | Workforce training and development models to scale regenerative dairy grazing with integrity | $160,000 | |
| ENVIRONMENTAL LAW & POLICY CENTER | |||||||
| 35 EAST WACKER DRIVE SUITE 1600 | CHICAGO | IL | 60601 | PC | Michigan-Based Environmental Advocacy | $90,000 | |
| GATHERING WATERS WISCONSIN'S ALLIANCE FOR LAND TR | |||||||
| 211 S PATERSON ST SUITE 270 | MADISON | WI | 53703 | PC | General Operations Support for Wisconsin's Land Trusts | $60,000 | |
| GRAND RAPIDS SYMPHONY | |||||||
| 300 OTTAWA NW SUITE 100 | GRAND RAPIDS | MI | 49503 | PC | Blue Lake Concert; Matching Challenge; & Mayflower Performance | $164,512 | |
| GRAND TRAVERSE REGIONAL LAND CONSERVANCY | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 49684 | PC | Accelerating Farmland and Water Quality Protection in Northwest Lower Michigan | $50,000 | |
| GRANDVILLE AVENUE ARTS AND HUMANITIES | |||||||
| 644 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | PC | Music Programming at the Cook Arts Center | $5,000 | |
| HARBOR DISTRICT INC | |||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | PC | Environmental Programming | $15,000 | |
| HOSPICE OF MICHIGAN | |||||||
| 989 SPAULDING SE | ADA | MI | 49301 | PC | Hospice of Michigan Grief Support Services- West Michigan | $10,000 | |
| HUNGER TASK FORCE INC | |||||||
| 5000 W ELECTRIC AVE | WEST MILWAUKEE | WI | 53219 | PC | Hunger Task Force Emergency Food Program and COVID-19 Response | $30,000 | |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | PC | West Michigan Student Scholarships, Interlochen Public Radio (IPR): Science and Conservation Journalism | $50,000 | |
| LEELANAU CONSERVANCY | |||||||
| 105 N FIRST ST | LEELAND | MI | 49654 | PC | FRIENDS OF FARMING & PALMER WOODS ADDITION | $100,000 | |
| MEQUON NATURE PRESERVE INC | |||||||
| 8200 W COUNTY LINE ROAD | MEQUON | WI | 53097 | PC | 3 year fellowship | $33,333 | |
| METROPOLITAN YOUTH SYMPHONY | |||||||
| 4800 SW MACADAM AVE SUITE 105 | PORTLAND | OR | 97239 | PC | Music Access and Coaching Program | $10,000 | |
| MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION | |||||||
| 3029 MILLER ROAD | ANN ARBOR | MI | 48103 | PC | General Support | $75,000 | |
| MILWAUKEE RIVERKEEPER | |||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | PC | GENERAL SUPPORT | $60,000 | |
| MILWAUKEE WATER COMMONS | |||||||
| 1836 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | PC | 2023 Water School | $10,000 | |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | Restoring Florida's Coral Reef | $75,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | PC | Membership outreach to support Great Lakes restoration | $15,000 | |
| NATURAL RESOURCES FOUNDATION OF WISCONSIN | |||||||
| PO BOX 2317 | MADISON | WI | 53701 | PC | Recovering Wisconsin's Native Prairies | $15,000 | |
| NEIGHBORHOOD HOUSE OF MILWAUKEE | |||||||
| 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 53208 | PC | Lead & Learn Conservation Corps | $5,000 | |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | PC | General Support | $500,000 | |
| PEABODY INSTITUTE OF THE JOHNS HOPKINS UNIVERSITY | |||||||
| 1 EAST MOUNT VERNON PLACE | BALTIMORE | MD | 21202 | PC | Student and Program Support at the Peabody Conservatory | $60,000 | |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY SUITE 100 | ANN ARBOR | MI | 48108 | PC | Making Proud Choices - Grand Rapids, Wyoming, and Kentwood | $15,000 | |
| PORTLAND JAPANESE GARDEN | |||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | PC | Path to Peace | $50,000 | |
| RIVEREDGE NATURE CENTER | |||||||
| 4458 COUNTY HWY Y | SAUKVILLE | WI | 53080 | PC | Expanding the Scientist in Residence Partnership to Provide Equitable Access | $40,000 | |
| SIXTEENTH STREET COMMUNITY HEALTH CENTERS | |||||||
| 1337 S CESAR CHAVEZ DRIVE | MILWAUKEE | WI | 53204 | PC | The Scientist and Artist in You: After-School and Summer Camp | $15,000 | |
| SO PERCUSSION | |||||||
| 20 GRAND AVE | BROOKLYN | NY | 11205 | PC | Summer Institute, New Work Development Program | $50,000 | 205 |
| URBAN ECOLOGY CENTER | |||||||
| 1500 E PARK PL | MILWAUKEE | WI | 53211 | PC | General Support | $190,000 | |
| UWM FOUNDATION INC | |||||||
| 1440 E NORTH AVE | MILWAUKEE | WI | 53202 | PC | Brookby Scholarships in Water Literacy and Great Lakes Research Vessel | $205,000 | |
| WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL | |||||||
| 1007 LAKE DRIVE SE | GRAND RAPIDS | MI | 49506 | PC | "Where is my Watershed?" A Request for Resources and Equipment | $7,000 | |
| WISCONSIN CONSERVATION VOICES | |||||||
| 133 S BUTLER ST | MADISON | WI | 53703 | PC | General Support | $70,000 | |
| WISCONSIN DEMOCRACY CAMPAIGN | |||||||
| 203 S PATERSON ST | MADISON | WI | 53703 | PC | General Support | $10,000 | |
| WISCONSIN WETLANDS ASSOCIATION | |||||||
| 214 N HAMILTON ST | MADISON | WI | 53703 | PC | Communicating the importance of wetlands for landscape and community well-being | $5,000 | SUITE 201 |
| WUWM-MILWAUKEE'S NPR | |||||||
| 111 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | PC | WUWM ENVIRONMENTAL REPORTING INITIATIVE | $20,000 | STE 700 |
| YWCA WEST CENTRAL MICHIGAN | |||||||
| 25 SHELDON AVE SE | GRAND RAPIDS | MI | 49503 | PC | YWCA Nurse Examiner Program | $20,000 | |
| AMERICAN FRIENDS SERVICE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | General Support | $200 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | General Support | $100 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | General Support | $1,500 | |
| ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | PC | General Support | $200 | |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | PC | General Support | $100 | |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE ST BOX 45 | BELOIT | WI | 53511 | PC | Tuition Awards & Environmental Experience Grant(s) To Grow Able & Passionate Environmental Stewards | $50,000 | |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | PC | General Support | $100 | |
| BIRCH CREEK MUSIC PERFORMANCE CENTER | |||||||
| 3821 COUNTY RD E | EGG HARBOR | WI | 54209 | PC | General Support | $200 | |
| BRIGHT FOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PC | General Support | $200 | |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||
| 1220 L ST NW SUITE 300 | WASHINGTON | DC | 20005 | PC | General Support | $100 | |
| CLIMATE CHANGE COALITION OF DOOR COUNTY | |||||||
| PO BOX 812 | STURGEON BAY | WI | 54235 | PC | General Support | $500 | |
| COLLEGE POSSIBLE | |||||||
| 755 PRIOR AVENUE NORTH SUITE 210 | SAINT PAUL | MN | 55104 | PC | General Support | $200 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | General Support | $1,500 | |
| ELEPHANT SANCTUARY | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | PC | General Support | $200 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | General Support | $500 | |
| FINCA INTERNATIONAL | |||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | PC | General Support | $200 | |
| FRESHWATER FUTURE | |||||||
| PO BOX 2479 | PETOSKEY | MI | 49770 | PC | General Support | $500 | |
| FRIENDS OF THE KAL-HAVEN TRAIL | |||||||
| PO BOX 191 | BLOOMINGDALE | MI | 49026 | PC | General Support | $200 | |
| GENTLE GIANTS DRAFT HORSE RESCUE | |||||||
| 17250 OLD FREDERICK ROAD | MOUNT AIRY | MD | 21771 | PC | General Support | $100 | |
| GLAUCOMA RESEARCH FOUNDATION | |||||||
| 251 POST STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | PC | General Support | $100 | |
| HABITAT FOR HUMANITY | |||||||
| 285 PEACHTREE CENTER AVE NW SUITE 2 | ATLANTA | GA | 30303 | PC | General Support | $200 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | PC | General Support | $200 | |
| HORIZON HOME CARE HOSPICE | |||||||
| 11400 W LAKE PARK DR | MILWAUKEE | WI | 53224 | PC | General Support | $500 | |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 101183299 | PC | General Support | $300 | |
| HUMANE SOCIETY INTERNATIONAL | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | PC | General Support | $200 | |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | PC | General Support | $500 | |
| INTERNATIONAL CRANE FOUNDATION | |||||||
| PO BOX 447 | BARABOO | WI | 53913 | PC | General Support | $200 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | General Support | $1,500 | |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | |||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 100384730 | PC | General Support | $500 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | General Support | $1,500 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | |||||||
| PO BOX 11036 | LEWISTON | ME | 042439405 | PC | General Support | $500 | |
| LUPUS FOUNDATION NEW ENGLAND | |||||||
| 40 SPEEN STREET SUITE 101 | FRAMINGHAM | MA | 017011898 | PC | General Support | $100 | |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | PC | General Support | $1,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | General Support | $200 | |
| NEU LIFE COMMUNITY DEVELOPMENT | |||||||
| 2014 W NORTH AVE | MILWAUKEE | WI | 53205 | PC | General Support | $200 | |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | General Support | $200 | |
| ORBIS INTERNATIONAL | |||||||
| 520 8TH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | PC | General Support | $400 | |
| PARALLEL 45 | |||||||
| PO BOX 1829 | TRAVERSE CITY | MI | 496851829 | PC | General Support | $200 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | General Support | $1,000 | |
| PLANNED PARENTHOOD OF WISCONSIN INC | |||||||
| 302 N JACKSON STREET | MILWAUKEE | WI | 53202 | PC | General Support | $1,000 | |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILWOOD | VA | 22646 | PC | General Support | $1,000 | |
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY | |||||||
| 962 WAYNE AVE SUITE 610 | SILVER SPRING | MD | 209104453 | PC | General Support | $500 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HWY E - SUITE 400 | FAIRFIELD | CT | 06825 | PC | General Support | $1,500 | |
| SESAME WORKSHOP | |||||||
| PO BOX 21609 | NEW YORK | NY | 10087 | PC | General Support | $100 | |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | PC | General Support | $200 | |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | PC | General Support | $500 | |
| TECHNOSERVE | |||||||
| 1120 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | General Support | $200 | |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | PC | General Support | $300 | |
| THE NATURE CONSERVANCY WI | |||||||
| 633 WEST MAIN STREET | MADISON | WI | 53703 | PC | General Support | $500 | |
| UNITED PERFORMING ARTS FUND | |||||||
| 301 W WISCONSIN AVE 600 | MILWAUKEE | WI | 53203 | PC | General Support | $300 | |
| USA FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | PC | General Support | $1,500 | |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | PC | General Support | $500 | |
| WORLD WITHOUT HATE | |||||||
| PO BOX 601461 | DALLAS | TX | 75360 | PC | General Support | $500 | |
| CHAMBER MUSIC NORTHWEST | |||||||
| 2300 SW 1ST AVE | PORTLAND | OR | 97201 | PC | Chamber Music Northwest 2021-22 Season | $15,000 | SUITE 103 |
| FRIENDS OF LAKESHORE STATE PARK | |||||||
| 500 N HARBOR DRIVE | MILWAUKEE | WI | 53202 | PC | General Support | $200 | |
| INLAND SEAS EDUCATION ASSOCIATION | |||||||
| 100 DAME ST | SUTTONS BAY | MI | 49682 | PC | Place-Based Education Teacher Support | $30,000 | 218 |
| LEAGUE OF WOMEN VOTERS OF WISCONSIN | |||||||
| 612 W MAIN ST STE 200 | MADISON | WI | 53703 | PC | General Support | $15,000 | |
| MICHIGAN CIVIC EDUCATION FUND | |||||||
| 28342 DARTMOUTH ST | MADISON HEIGHTS | MI | 48071 | PC | General Support | $75,000 | |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK ST 7TH FL | NEW YORK | NY | 10014 | PC | General Support | $200 | |
| PHOENIX SOCIETY FOR BURN SURVIVORS | |||||||
| 525 OTTAWA AVENUE NORTHWEST | GRAND RAPIDS | MI | 49503 | PC | Empowering Burn Survivors to Achieve Their Potential | $6,000 | |
| TROUT UNLIMITED | |||||||
| 1777 N KENT STREET | ARLINGTON | VA | 22209 | PC | Scaling EnviroDIY Monitoring and Engagement across the Great Lakes | $40,000 | SUITE 100 |
| VIRUNGA FUND INC | |||||||
| 724 18TH ST S | ARLINGTON | VA | 22202 | PC | General Support | $500 | |
| BRIDGE MAGAZINE | |||||||
| 4100 N DIXBORO RD | ANN ARBOR | MI | 48105 | PC | GENERAL SUPPORT | $500 | |
| CONSERVATION RESOURCE ALLIANCE | |||||||
| 10850 E TRAVERSE HWY 1180 | TRAVERSE CITY | MI | 49684 | PC | Acceleration Farmland and Water Quality Protection in Northwest Lower Michigan | $50,000 | |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS ROAD | ITHICA | NY | 14850 | PC | GENERAL SUPPORT | $500 | |
| FOREST HOME CEMETERY | |||||||
| 2405 W FOREST HOME AVE | MILWAUKEE | WI | 53215 | PC | GENERAL SUPPORT | $500 | |
| FRIENDS OF BAHIA HONDA | |||||||
| PO BOX 430403 | BIG PINE KEY | FL | 33043 | PC | GENERAL SUPPORT | $1,000 | |
| GENERATIONS AHEAD | |||||||
| 3962 N THREE MILE ROAD | TRAVERSE CITY | MI | 49686 | PC | GENERAL SUPPORT | $200 | |
| GRAND RAPIDS CIVIC THEATRE | |||||||
| 30 DIVISION AVE N | GRAND RAPIDS | MI | 49503 | PC | Scholarship Funding | $10,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101634777 | PC | general support | $300 | |
| MIDWEST ENVIRONMENTAL ADVOCATES INC | |||||||
| 612 W MAIN STREET | MADISON | WI | 53703 | PC | DEFENDING ENVIRONMENTAL HEALTH & WATER QUALITY: THE PEOPLE'S VOICE | $10,000 | |
| NETWORK FOR GOOD FRIENDS OF SAGUARO NATIONAL PARK | |||||||
| 2700 N KINNEY ROAD | TUSCON | AZ | 85743 | PC | GENERAL SUPPORT | $500 | |
| NORTHWEST MICHIGAN SUPPORTIVE HOUSING | |||||||
| 3588 VETERANS DR 1 | TRAVERSE CITY | MI | 49684 | PC | GENERAL SUPPORT | $500 | |
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 243 SUITE 730 | PORTLAND | OR | 972070243 | PC | Summer Percussion Academy | $6,000 | |
| SAFE STREETS BALTIMORE (DBA ASSOCIATED CATHOLIC) | |||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT | $200 | |
| SANDY HOOK PROMISE | |||||||
| PO BOX 3489 | NEWTON | CT | 06470 | PC | GENERAL SUPPORT | $200 | |
| SEEDS | |||||||
| PO BOX 2454 | TRAVERSE CITY | MI | 49685 | PC | Engaging the Public and Inspiring Change Through Environmental Art | $15,000 | |
| CAMP BLODGETT | |||||||
| 528 BRIDGE ST NW 6 | GRAND RAPIDS | MI | 49504 | PC | The Empowerment Experience | $25,000 | |
| Action for the Climate Emergency | |||||||
| 4676 Broadway Suite A | Boulder | CO | 80304 | PC | General Support | $50,000 | |
| Aldo Leopold Foundation Inc | |||||||
| E13701 Levee Road | Baraboo | WI | 53913 | PC | Electrifying a Land Ethic | $10,000 | |
| Blandford Nature Center | |||||||
| 1715 Hillburn Ave NW | Grand Rapids | MI | 49504 | PC | "Second Nature Campaign" - The Highlands | $75,000 | |
| Blue Lake Public Radio | |||||||
| 300 E Crystal Lake Rd | Twin Lake | MI | 49457 | PC | Grand Rapids Symphony Benefit Concert for Blue Lake Public Radio | $4,000 | |
| Grand Traverse Community Foundation | |||||||
| 223 Lake Avenue Suite B | TRAVERSE CITY | MI | 49684 | PC | General Support | $1,000 | |
| IN OUR OWN VOICE NATIONAL BLACK WOMAN'S | |||||||
| 1012 14TH ST NW | WASHINGTON DC | DC | 20005 | PC | General Support | $200 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | |||||||
| 1400 16TH ST NW SUITE 510 | WASHINGTON DC | DC | 20036 | PC | GENERAL SUPPORT | $200 | |
| MOTHERING JUSTICE | |||||||
| 607 SHELBY ST 7TH FLOOR 903 | DETROIT | MI | 48226 | PC | GENERAL SUPPORT | $200 | |
| OPERA GRAND RAPIDS | |||||||
| 1320 EAST FULTON | GRAND RAPIDS | MI | 49503 | PC | COMMUNITY TICKETS PROGRAM | $5,000 | |
| RIVER REVITALIZATION FOUNDATION | |||||||
| 2134 N RIVERBOAT RD | MILWAUKEE | WI | 53212 | PC | Riverine-Tern Internship Program | $15,000 | |
| Third Angle New Music | |||||||
| PO BOX 28225 | Portland | OR | 97228 | PC | General Support | $5,000 | |
| THE BOTANIC GARDEN AT THE HISTORIC BARNS PARK | |||||||
| PO BOX 1247 | TRAVERSE CITY | MI | 49685 | PC | Expanding Organizational Capacity for Year-Round Programming | $19,500 | |
| WILDLIFE DIRECT | |||||||
| 921 PENNSYLVANIA AVE SE SUITE 308 | WASHINGTON | DC | 20003 | PC | GENERAL SUPPORT | $500 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 Massachusetts Ave NW 7TH Floor | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $2,000 | |
| Associated Scientists at Woods Hole | |||||||
| 289 HATCHVILLE RD | Woods Hole | MA | 02536 | PC | GENERAL SUPPORT | $500 | |
| Brigham and Women's Hospital | |||||||
| 340 TURNPIKE STREET | CANTON | MA | 02021 | PC | GENERAL SUPPORT | $200 | |
| Conservation Law Foundation | |||||||
| 62 Summer Street | Boston | MA | 02110 | PC | GENERAL SUPPORT | $500 | |
| Digital Arts Film & Television | |||||||
| PO BOX 1442 | Royal Oak | MI | 48068 | PC | GENERAL SUPPORT | $15,000 | |
| Advance Community | |||||||
| 1911 West Earll Drive | Phoenix | AZ | 85015 | PC | GENERAL SUPPORT | $500 | |
| Organizing Empowerment Fund | |||||||
| PO BOX 288 | McFarland | WI | 53558 | PC | GENERAL SUPPORT | $25,000 | |
| Safe Harbor of Grand Traverse | |||||||
| PO BOX 403 | Traverse City | MI | 49685 | PC | GENERAL SUPUPORT | $500 | |
| South East Asia Rescue Coalition and Haven | |||||||
| PO BOX 3374 | Walnut Creek | CA | 94598 | PC | GENERAL SUPPORT | $500 | |
| Lung Cancer Research Foundation | |||||||
| 501 7TH AVENUE SUITE 230 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $300 | |
| UNITED TO BEAT MALARIA | |||||||
| 1750 Pennsylvania Ave Ste 300 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,112,645 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 45th Parallel | ||||||
| PO BOX 1227 | Portland | OR | 97212 | PC | CAPACITY BUILDING | $0 |
| Mequon Nature Preserve Inc | ||||||
| 8200 W COUNTY LINE ROAD | MEQUON | WI | 53097 | PC | 3 year fellowship | $0 |
| Urban Ecology Center | ||||||
| 1500 E PARK PL | MILWAUKEE | WI | 53211 | PC | GENERAL SUPPORT | $0 |
| Grand Traverse Regional Land Conservancy | ||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 49684 | PC | Accelerating Farmland and Water Quality Protection in Northwest Lower Michigan | $0 |
| Leelanau Conservancy | ||||||
| 105 N FIRST ST | LEELAND | MI | 49654 | PC | FRIENDS OF FARMING & PALMER WOODS ADDITION | $0 |
| Wisconsin Conservation Voices | ||||||
| 133 S BUTLER ST | MADISON | WI | 53703 | PC | GENERAL SUPPORT | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $583,334 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,193,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,579 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $566,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,762,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,762,140 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,951 | Amt |
| Net Investment Income | $5,976 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,975 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,179,805 | EOYBookValueAmt |
| EOYFMV | $9,230,379 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $22,776,174 | EOYBookValueAmt |
| EOYFMV | $38,951,967 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BGLP PARTNERSHIP INTEREST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $294,244 | BookValueAmt |
| EOYFMV | $294,244 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LIMITED PARTNERSHIP EXPENSES | $1,485 | $1,485 |
| MEMBERSHIPS | $4,790 | $4,790 |
| OFFICE EXPENSES | $928 | $928 |
| PAYROLL PROCESSING FEES | $358 | $358 |
| UTILITIES | $561 | $561 |
| MISCELLANEOUS | $4,862 | $4,819 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX EXEMPT K-1 INCOME | $2,061 | |
| OTHER K-1 INCOME | $518 | $518 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $568 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $138,912 | Amt |
| Net Investment Income | $138,912 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $21,142 | $21,142 |
| EXCISE TAXES | $26,500 | |
| PAYROLL TAXES | $14,128 |
Comments