BRONZEVILLE CENTER FOR THE ARTS INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRONZEVILLE CENTER FOR THE ARTS INC (EIN 85-3913048)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349102194
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:52:30-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 550 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 853913048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRONZEVILLE CENTER FOR THE ARTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRON | BusinessNameControlTxt |
| Phone | 4143901184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1726 N 1ST STREET SUITE 307 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI S BOYER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4143901184 | 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 | KATY L SOMMER | PreparerPersonNm |
| PTIN | P00273273 | PTIN |
| Phone | 4142711451 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,771,531 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,023,071 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $308,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $308,623 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $308,623 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,166 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,980,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,303,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $308,623 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $308,623 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $506,666 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $308,623 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $201,043 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,298 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,298 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $108,471 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $108,471 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,205 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,735 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,391 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $175,246 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $40,858 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,858 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,584 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,584 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,075,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $308,623 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,075,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $308,623 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $700,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,227,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,187 | CashBOYAmt |
| Cash EOY | $272,094 | CashEOYAmt |
| Cash EOYFMV | $272,094 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $3,477,505 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,477,505 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,644 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,727 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,644 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,644 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,060 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,091 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,091 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $5,875,516 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,775,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,775,984 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $324,227 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,238,213 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,238,213 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,249,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,771,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,771,531 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $194,931 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $64,691 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $8,567 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $203,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,691 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,045,219 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,701,840 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,046,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,706,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,249,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,771,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,046,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,227,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $432,857 | OtherIncreasesAmt |
| Subtotal | $9,706,840 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,706,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAIN ON INVESTMENT | PropertyDesc |
| Acquired | 2023-01-17 | AcquiredDt |
| Sold | 2023-01-20 | SoldDt |
| Gross Sales Price | $3,980,278 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,008,444 | CostOrOtherBasisAmt |
| Gain Or Loss | -$28,166 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$28,166 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,166 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$28,166 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $55 | EsPenaltyAmt |
| Tax Due | $3,377 | TaxDueAmt |
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 | 0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | BCAMKE.ORG | WebsiteAddressTxt |
| Individual With Books | RITZHOLMAN CPAS | IndividualWithBooksNm |
| Phone | 4142711451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE STE 550 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH KERN | ||||||||
| 1726 N 1ST ST STE 307 | MILWAUKEE | WI | 53212 | GOVERNANCE COMMITTEE CHAIR | 10.00 | $0 | $0 | $0 |
| DELLA WELLS | ||||||||
| 1726 N 1ST ST STE 307 | MILWAUKEE | WI | 53212 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| TERRI BOXER | ||||||||
| 1726 N 1ST ST STE 307 | MILWAUKEE | WI | 53212 | SECRETARY AND INTERIM TREASURER | 10.00 | $0 | $0 | $0 |
| FREIDA TESFAGIORGIS | ||||||||
| 1726 N 1ST ST STE 307 | MILWAUKEE | WI | 53212 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SANDE ROBINSON | ||||||||
| 1726 N 1ST ST STE 307 | MILWAUKEE | WI | 53212 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MUTOPE JOHNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1726 N 1ST ST STE 307 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR, CREATIVE E | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $90,000 | CompensationAmt |
| Employee Benefits | $6,885 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JORDON CONTRUCTION | |||||
| 2373 NORTH 14TH STREET | MILWAUKEE | WI | 53206 | CONSTRUCTION MANAGEMENT | $956,681 |
| M&E ARCHITECTS AND ENGINEERS | |||||
| 205 W HIGHLAND AVE SUITE 301 | MILWAUKEE | WI | 53203 | ARCHITECT | $347,246 |
| DJ WILLIAMS CONSULTING GROUP | |||||
| 5 CAMBRIDGE DR | MONROE TOWNSHIP | NJ | 08831 | CONSULTING | $102,991 |
| MUELLER COMMUNICATIONS | |||||
| 108 E PLEASANT STREET | MILWAUKEE | WI | 53212 | MARKETING CONSULTING | $67,527 |
| GODFREY & KAHN SC | |||||
| 833 E MICHIGAN ST 1800 | MILWAUKEE | WI | 53202 | LEGAL | $59,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,479,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,106,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,236 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,590,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,590,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,461,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $423,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $700,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $700,545 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2022-04-04 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $700,545 | CurrentYearAmt |
| Year1 | $633,101 | Year1Amt |
| Year2 | $312,283 | Year2Amt |
| Year3 | $27,281 | Year3Amt |
| Total | $1,673,210 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $700,545 | CurrentYearAmt |
| Year1 | $633,101 | Year1Amt |
| Year2 | $312,283 | Year2Amt |
| Year3 | $27,281 | Year3Amt |
| Total | $1,673,210 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,771,531 | CurrentYearAmt |
| Year1 | $6,249,717 | Year1Amt |
| Year2 | $252,346 | Year2Amt |
| Year3 | $141,029 | Year3Amt |
| Total | $16,414,623 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,771,531 | CurrentYearAmt |
| Year1 | $6,249,717 | Year1Amt |
| Year2 | $252,346 | Year2Amt |
| Year3 | $141,029 | Year3Amt |
| Total | $16,414,623 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $308,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,166 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $280,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,457 | 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 | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DEBORAH KERN | |||||||
| 1 | 1726 N 1ST ST STE 307 | MILWAUKEE | WI | 53212 | $3,986,071 | Yes (X) | Yes (X) |
| GREATER MILWAUKEE FOUNDATION | |||||||
| 2 | 101 W PLEASANT ST STE 210 | MILWAUKEE | WI | 53212 | $36,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 41 PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $3,986,071 | FairMarketValueAmt |
| Received | 2023-01-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $50,940 | Amt |
| Net Investment Income | $38,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,735 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMAZON.COM | AT COST | $250,589 | $250,589 |
| AMERICAN HONDA FIN CORP | AT COST | $197,096 | $197,096 |
| BLACKROCK INC | AT COST | $251,417 | $251,417 |
| HONEYWELL INTL INC | AT COST | $251,136 | $251,136 |
| JOHN DEERE CAPITAL CORP | AT COST | $251,461 | $251,461 |
| PFIZER INC | AT COST | $249,288 | $249,288 |
| CHARLES SCHWAB CORP | AT COST | $101,279 | $101,279 |
| TARGET CORP | AT COST | $252,106 | $252,106 |
| UNITED HEALTH GROUP | AT COST | $202,126 | $202,126 |
| CATERPILLAR FINL SVCS CORP | AT COST | $255,968 | $255,968 |
| TOYOTA | AT COST | $255,791 | $255,791 |
| WESTPAC BKG CORP | AT COST | $253,048 | $253,048 |
| BANK OF MONTREAL | AT COST | $250,368 | $250,368 |
| CANADIAN IMPERIAL BANK OF COMMERCE | AT COST | $252,277 | $252,277 |
| ROYAL BK CDA | AT COST | $252,387 | $252,387 |
| NOVARTIS CAP | AT COST | $249,647 | $249,647 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $108,471 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $108,471 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONSTRUCTION IN PROCESS | $323,089 | $2,237,075 | $2,237,075 |
| SECURITY DEPOSITS | $1,138 | $1,138 | $1,138 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $29,742 | $0 | $0 | $29,742 |
| INSURANCE | $6,977 | $0 | $0 | $6,977 |
| MARKETING | $43 | $0 | $0 | $43 |
| PROJECTS EXPENSES | $3,762 | $0 | $0 | $3,762 |
| FACILITIES AND EQUIPMENT | $250 | $0 | $0 | $250 |
| STAFF DEVELOPMENT | $980 | $0 | $0 | $980 |
| SECURITY | $194 | $0 | $0 | $194 |
| INFORMATION TECHNOLOGY | $2,362 | $0 | $0 | $2,362 |
| GRANT TO 2312 | $30,000 | $0 | $0 | $30,000 |
| SPONSORSHIP | $5,000 | $0 | $0 | $5,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $100,525 |
| INKIND EXPENSES | $332,332 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $102,992 | $0 | $0 | $102,992 |
| MARKETING CONSULTING | $57,116 | $0 | $0 | $57,116 |
| CONTRACT SERVICES | $5,069 | $0 | $0 | $5,069 |
| OTHER SERVICES | $10,069 | $0 | $0 | $10,069 |
| INVESTMENT FEES | $31,391 | $31,391 | $0 | $0 |
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