YOUTH FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
YOUTH FOUNDATION INC (EIN 39-0945311)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-19
IRS object ID
202331099349100533
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-19T16:51:46-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12921 LANDMARK PL STE 300AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134236ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390945311EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YOUTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYOUTBusinessNameControlTxt
Phone4147784929PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111430 WEST NORTH AVENUEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT BUSHPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4147784929PhoneNum
Signature2023-04-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSCOTTPersonFirstNm
Person LastBUSHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY TARKOWSKI CPAPreparerPersonNm
PTINP00634290PTIN
Phone6082744020PhoneNum
Preparation2023-04-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,639,275FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$43,383ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$50,502DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,502DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$68,725NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,850,375GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,160TotalRevAndExpnssAmt
Total Net Invst Incm$50,502TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,530AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$765AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$765AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$30,422OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,722OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,700OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$391TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,041OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,904OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$26,137OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$61,384TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,391TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$38,602TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$122,273ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$122,273ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,657TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,391TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$158,497ExcessRevenueOverExpensesAmt
Net Investment Income$28,111NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,500CashBOYAmt
Cash EOY$15,929CashEOYAmt
Cash EOYFMV$15,929CashEOYFMVAmt
Sav And Temp Cash Invst BOY$49,669SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,012SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,012SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$3,310PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,310PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$2,152,805CorporateStockBOYAmt
Corporate Stock EOY$2,048,817CorporateStockEOYAmt
Corporate Stock EOYFMV$2,078,110CorporateStockEOYFMVAmt
Other Assets BOY$564,013OtherAssetsBOYAmt
Other Assets EOY$535,270OtherAssetsEOYAmt
Other Assets EOYFMV$515,914OtherAssetsEOYFMVAmt
Total Assets BOY$2,774,987TotalAssetsBOYAmt
Total Assets EOY$2,629,338TotalAssetsEOYAmt
Total Assets EOYFMV$2,639,275TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,661AccountsPayableBOYAmt
Accounts Payable EOY$15,509AccountsPayableEOYAmt
Total Liabilities BOY$2,661TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,509TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,208,313NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,078,559NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$564,013DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$535,270DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,772,326TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,613,829TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,774,987TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,629,338TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,772,326TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$158,497ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,613,829SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,613,829TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SECURITIES$1,820,576$1,919,100-$98,524-$98,524
CAPITAL GAINS DIVIDENDS$29,799$29,799$29,799P
FieldValueIRS element (for citing)
Capital Gain Net Income-$68,725CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$391InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$391SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$391TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,701EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,701TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,310OverpaymentAmt
Applied To ES Tax$3,310AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCOTT BUSHIndividualWithBooksNm
Phone4147784929PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111430 WEST NORTH AVENUEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEAN DAUL
11430 WEST NORTH AVENUEMILWAUKEEWI53226PRESIDENT1.00$0$0$0
SUSAN MULLER
11430 WEST NORTH AVENUEMILWAUKEEWI53226VICE PRESIDENT1.00$0$0$0
SCOTT BUSH
11430 WEST NORTH AVENUEMILWAUKEEWI53226SECRETARY5.00$0$0$0
DAVE KOLESARI
11430 WEST NORTH AVENUEMILWAUKEEWI53226TREASURER1.00$0$0$0
DEBRA KAY
11430 WEST NORTH AVENUEMILWAUKEEWI53226ARTS CHAIR1.00$0$0$0
LISA EASTMAN
11430 WEST NORTH AVENUEMILWAUKEEWI53226SOCIAL SERVICES CHAIR1.00$0$0$0
DR GAIL ZIEMAN
11430 WEST NORTH AVENUEMILWAUKEEWI53226EDUCATION CHAIR1.00$0$0$0
SHEENA POLACHOWSKI
11430 WEST NORTH AVENUEMILWAUKEEWI53226FUNDRAISING CHAIR1.00$0$0$0
JILL MEIER
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
PAUL NIKOLIC
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
PETER STEFANIAK
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
ELIZABETH FEUSTEL
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1IN 2022, THE YOUTH FOUNDATION AWARDED 93 GRANTS TO EXEMPT ORGANIZATIONS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE AND 8 COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS.Description1Txt
Expenses1$122,273Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,273,274AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,731AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,324,005TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,324,005AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,860CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,289,145NetVlNoncharitableAssetsAmt
Minimum Investment Return$114,457MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$114,457MinimumInvestmentReturnAmt
Tax Based On Investment Income$391TaxBasedOnInvestmentIncomeAmt
Total Tax$391TotalTaxAmt
Distributable Before Adj$114,066DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$114,066DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$114,066DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,875ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,875QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$114,066DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,850ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,677ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,241ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$18,191ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,959TotalExcessDistributionCyovAmt
Qualifying Distributions$160,875QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$114,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,809RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$89,768TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$8,850ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$80,918ExcessDistriCyovToNextYrAmt
Excess From Year4$4,677ExcessFromYear4Amt
Excess From Year3$11,241ExcessFromYear3Amt
Excess From Year1$18,191ExcessFromYear1Amt
Excess From Current Year$46,809ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
SCOTT BUSH
11430 WEST NORTH AVENUEMILWAUKEEWI532264147884929GRANT APPLICANTS MUST COMPLETE THE YOUTH FOUNDATION'S APPLICATION FORM AND SUBMIT ALL REQUIRED DOCUMENTS INCLUDING A COPY OF THE APPLICANT'S IRS DETERMINATION LETTER; CURRENT FINANCIAL STATEMENTS; MOST RECENT AUDIT, REVIEW, OR COMPILATION REPORT; A PROJECT OR PROGRAM BUDGET; AND THE NAMES OF THE APPLICANT'S DIRECTORS OR TRUSTEES.DECEMBER 15TH, MARCH 15TH, JUNE 15TH, AND SEPTEMBER 15TH FOR THE RESPECTIVE GRANT CYCLESTHE YOUTH FOUNDATION'S MISSION IS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE THAT CONTRIBUTE TO THEIR PHYSICAL AND INTELLECTUAL DEVELOPMENT AND FORMATION OF CHARACTER. ALL GRANTS MADE BY THE YOUTH FOUNDATION MUST MEET THESE CRITERIA. ALL GRANT AWARDS ARE FOR A PERIOD OF ONE YEAR.
SCOTT BUSH
11430 WEST NORTH AVENUEMILWAUKEEWI532264147884929SCHOLARSHIP APPLICANTS MUST SUBMIT A HIGH SCHOOL OR COLLEGE TRANSCRIPT; A COPY OF ACT AND/OR SAT SCORES; THREE LETTERS OF RECOMMENDATIONS FROM A HIGH SCHOOL OR COLLEGE TEACHER, A MEMBER OF THE APPLICANT'S GENERAL COMMUNITY, AND A SOURCE OF APPLICANT'S CHOICE; AN ESSAY DESCRIBING ACADEMIC ACHIEVEMENT AND CAREER GOALS; A SUMMARY OF ANY COMMUNITY INVOLVEMENT AND EXTRA-CURRICULAR ACTIVITY; EVIDENCE OF THE COLLEGE APPLICATION; AND THE GREATER MILWAUKEE ASSOCIATION OF REALTORS MEMBERSHIP DATE AND YEAR.APRIL 1ST OF EACH YEARAPPLICANTS MUST BE CHILDREN OR GRANDCHILDREN OF A MEMBER OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. THE MEMBER MUST HAVE MAINTAINED HIS/HER RELATIONSHIP WITH THE ASSOCIATION CONTINUOUSLY FOR AT LEAST THREE YEARS AND HIS/HER DUES MUST BE CURRENT. APPLICANTS MUST HAVE APPLIED TO AT LEAST ONE ACCREDITED TWO- OR FOUR-YEAR COLLEGE. APPLICANTS ARE ELIGIBLE EACH YEAR FOR ONE SCHOLARSHIP.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE ABILITY CENTER
10300 W WISCONSIN AVEWAUWATOSAWI53226NONEPCSOCIAL SERVICES$1,000
BLESSINGS IN A BACKPACK - WAUKESHA COUNTY
2010 SPRINGDALE RDWAUKESHAWI53186NONEPCSOCIAL SERVICES$2,500
COLLEGE POSSIBLE MILWAUKEE
1515 RIVERCENTERMILWAUKEEWI53212NONEPCEDUCATION$1,500
LEAD2CHANGE INC
5215 N IRONWOOD RD STE 200MILWAUKEEWI53217NONEPCEDUCATION$1,500
NEXT DOOR FOUNDATION
2545 N 29TH STMILWAUKEEWI53210NONEPCEDUCATION$1,000
RENAISSANCE THEATERWORKS
158 N BROADWAY 5TH FLMILWAUKEEWI53202NONEPCEDUCATION$750
SIXTEENTH STREET COMMUNITY HEALTH CENTERS INC
1337 S CESAR CHAVEZ DRMILWAUKEEWI53204NONEPCEDUCATION$1,000
ST THOMAS MORE HIGH SCHOOL
2601 E MORGAN AVEMILWAUKEEWI53207NONEPCEDUCATION$750
URBAN ECOLOGY CENTER
1500 E PARK PLMILWAUKEEWI53211NONEPCEDUCATION$1,000
VISION FORWARD ASSOCIATION
912 N HAWLEY ROADMILWAUKEEWI53213NONEPCSOCIAL SERVICES$2,000
HEAR WISCONSIN
10243 W NATIONAL AVEWEST ALLISWI53227NONEPCEDUCATION$1,000
SEEDS OF HEALTH
1445 S 32ND STMILWAUKEEWI53215NONEPCEDUCATION$1,000
ST MARCUS SCHOOL
2215 N PALMER STMILWAUKEEWI53212NONEPCEDUCATION$1,000
GOOD FRIEND INC
1025 S MOORLAND RD STE 6000BROOKFIELDWI53005NONEPCEDUCATION$1,000
HUNGER TASK FORCE INC
201 SOUTH HAWLEY CTMILWAUKEEWI53214NONEPCEDUCATION$1,000
COREEL CENTRO
130 W BRUCE ST SUITE 300MILWAUKEEWI53204NONEPCSOCIAL SERVICES$500
FAITH HOPE & LOVE
740 COLLEGE AVERACINEWI53403NONEPCSOCIAL SERVICES$2,000
CATHEDRAL CENTER
710 N PLANKINTON AVE STE 803MILWAUKEEWI53203NONEPCSOCIAL SERVICES$2,000
HOPE CENTER INC
502 N EAST AVEWAUKESHAWI53186NONEPCSOCIAL SERVICES$1,000
COPS AND KIDS FOUNDATION
PO BOX 146SUSSEXWI53089NONEPCSOCIAL SERVICES$1,000
LA CAUSA INC
413 W SCOTT STMILWAUKEEWI53204NONEPCSOCIAL SERVICES$3,000
CITY FORWARD COLLECTIVE
700 W VIRGINA ST 610MILWAUKEEWI53204NONEPCEDUCATION$500
HOUSING AUTHORITY OF THE CITY OF MILWAUKEE
809 N BROADWAYMILWAUKEEWI53202NONEPCEDUCATION$500
UNITY IN MOTION INC
PO BOX 511131MILWAUKEEWI53202NONEPCEDUCATION$500
FRIENDS OF GRANT PARK
1000 LAKE DRSOUTH MILWAUKEEWI53172NONEPCEDUCATION$500
CARDINAL STRITCH UNIVERSITY
6801 N YATES RDMILWAUKEEWI53217NONEPCEDUCATION$1,000
RISEN SAVIOR LUTHERAN
9550 W BROWN DEER RDMILWAUKEEWI53224NONEPCEDUCATION$500
WISCONSIN HUMANE SOCIETY
4500 W WISCONSIN AVEMILWAUKEEWI53208NONEPCEDUCATION$500
SAINT SEBASTIAN CATHOLIC SCHOOL
1747 N 54TH STMILWAUKEEWI53208NONEPCEDUCATION$500
MILWAUKEE TENNIS & EDUCATION FOUNDATION
3000 N SHERMAN BLVDMILWAUKEEWI53202NONEPCEDUCATION$500
IMMANUEL BROOKFIELD
13445 HAMPTON RDBROOKFIELDWI53005NONEPCEDUCATION$500
RILEY PTA
2424 S 4TH STMILWAUKEEWI53207NONEPCEDUCATION$500
CASA GUADALUPE EDUCATION CENTER
419 ROOSEVELT DRWEST BENDWI53090NONEPCEDUCATION$500
VARIETY- CHILDREN'S CHARITY OF WI
12425 KNOLL RD SUITE 120ELM GROVEWI53122NONEPCSOCIAL SERVICES$1,500
ST FRANCIS CHILDREN'S CENTER
6700 N PORT WASHINGTON RDMILWAUKEEWI53217NONEPCSOCIAL SERVICES$1,500
MILWAUKEE RESCUE MISSION (MRM)
830 N 19TH STMILWAUKEEWI53233NONEPCSOCIAL SERVICES$1,000
ST JOSEPH ACADEMY
1600 W OKLAHOMA AVEMILWAUKEEWI53215NONEPCEDUCATION$500
HIGHLAND COMMUNITY SCHOOL INC
1706 WEST HIGHLAND AVEMILWAUKEEWI53233NONEPCEDUCATION$500
ST ANTHONY SCHOOL MILWAUKEE
1727 S 9TH STMILWAUKEEWI53204NONEPCEDUCATION$500
NEW BERLIN EDUCATION FOUNDATION
4333 S SUNNYSLOPE RDNEW BERLINWI53151NONEPCEDUCATION$500
BIG BROTHERS BIG SISTERS OF METRO MILWAUKEE
788 N JEFFERSON ST STE 600MILWAUKEEWI53202NONEPCEDUCATION$500
JACARRIE'S KICKS FOR KIDS INC
7972 W APPLETON AVEMILWAUKEEWI53218NONEPCEDUCATION$500
LIFESTRIDERS INC
S11W29667 SUMMIT AVEWAUKESHAWI53188NONEPCSOCIAL SERVICES$2,000
MKE URBAN STABLES
143 E LINCOLN AVEMILWAUKEEWI53207NONEPCEDUCATION$1,000
PROJECT CONCERN OF CUDAHY ST FRANCIS INC
4611 S KIRKWOOD AVECUDAHYWI53110NONEPCEDUCATION$1,000
RIVEREDGE NATURE CENTER
4458 COUNTY RD YSAUKVILLEWI53080NONEPCEDUCATION$1,000
MILWAUKEE COUNTY HISTORICAL SOCIETY
910 N DOCTOR MARTIN LUTHER KING JRMILWAUKEEWI53203NONEPCEDUCATION$1,000DR
ABLE (AUDIO & BRAILLE LITERACY ENHANCEMENT)
803 W WELLS STMILWAUKEEWI53233NONEPCEDUCATION$1,000
UNITED COMMUNITY CENTER (UCC)
1028 S 9TH STMILWAUKEEWI53217NONEPCEDUCATION$1,000
BAY VIEW COMMUNITY CENTER
1320 E OKLAHOMA AVEMILWAUKEEWI53207NONEPCEDUCATION$2,000
MILWAUKEE CHAMBER THEATRE
158 N BROADWAYMILWAUKEEWI53202NONEPCEDUCATION$1,000
CHOSEN INC
400 TRAVIS LANE STE 30WAUKESHAWI53189NONEPCSOCIAL SERVICES$1,000
WALKER'S POINT YOUTH & FAMILY CENTER
1123 N WATER ST STE 400MILWAUKEEWI53202NONEPCSOCIAL SERVICES$2,000
HOPE HOUSE OF MILWAUKEE
209 W ORCHARD STMILWAUKEEWI53204NONEPCSOCIAL SERVICES$1,000
PROFESSIONAL FIRE FIGHTERS OF WI CHARITABLE FOUNDATION INC
321 E MAIN ST STE 200MADISONWI53703NONEPCSOCIAL SERVICES$2,500
ZOOLOGICAL SOCIETY OF MILWAUKEE
1005 W BLUEMOUND RDMILWAUKEEWI53226NONEPCEDUCATION$1,000
EASTBROOK ACADEMY INC
5373 N GREEN BAY AVEMILWAUKEEWI53209NONEPCEDUCATION$1,000
SEA LITERACY
2819 W RICHARDSON PLACEMILWAUKEEWI53208NONEPCEDUCATION$1,000
MILWAUKEE REPERTORY THEATER
108 E WELLS STMILWAUKEEWI53202NONEPCARTS GRANT$500
NEIGHBORHOOD HOUSE OF MILWAUKEE INC
2819 W RICHARDSON PLACEMILWAUKEEWI53208NONEPCEDUCATION$1,000
GIRLS ON THE RUN OF SE WISCONSIN
5775 N GLEN PARK RD STE 203MILWAUKEEWI53209NONEPCEDUCATION$1,000
SANTA FOR A DAY
2107 COLFAX STEVANSTONIL60201NONEPCSOCIAL SERVICES$1,300
GOOD FRIEND INC
1025 S MOORLAND RD STE 6000BROOKFIELDWI53005NONEPCEDUCATION$2,000
SECUREFUTURES FOUNDATION
710 N PLANKINTON AVE STE 1400MILWAUKEEWI53203NONEPCEDUCATION$2,000
SHARP LITERACY
5775 GLEN PARK RD 202MILWAUKEEWI53209NONEPCARTS GRANT$2,481
THE SALVATION ARMY OF MILWAUKEE COUNTY
11315 W WATERTOWN PLANK RDWAUWATOSAWI53226NONEPCSOCIAL SERVICES$1,000
WISCONSIN ADAPTIVE SPORTS ASSOCIATION
715 TALON TRAILBROOKFIELDWI53045NONEPCSOCIAL SERVICES$5,000
BEST BUDDIES WISCONSIN (BBWI)
10425 W NORTH AVE SUIT 340WAUWATOSAWI53226NONEPCSOCIAL SERVICES$2,500
SE WI EMERGENCY SUPPORT GROUP INC
713 N GRANDVIEW BLVDWAUKESHAWI53188NONEPCSOCIAL SERVICES$4,000
WISCONSIN CONSERVATORY OF MUSIC
1584 N PROSPECT AVEMILWAUKEEWI53202NONEPCARTS GRANT$2,500
DANCEWORKS INC
1661 N WATER STMILWAUKEEWI53202NONEPCARTS GRANT$1,000
KIDS FROM WISCONSIN
640 S 84TH STMILWAUKEEWI53214NONEPCARTS GRANT$2,000
FIRST STAGE
325 W WALNUT STMILWAUKEEWI53212NONEPCARTS GRANT$1,000
EX FABULA
206 E SMITH STMILWAUKEEWI53207NONEPCARTS GRANT$1,000
ABOVE THE CLOUDS INC
2432 N TEUTONIA AVE 2MILWAUKEEWI53206NONEPCARTS GRANT$2,000
ARTS LARGE INC
1100 S 5TH STMILWAUKEEWI53204NONEPCARTS GRANT$1,000
EX FABULA
206 E SMITH STMILWAUKEEWI53207NONEPCARTS GRANT$1,000
HMONG AMERICAN FRIENDSHIP ASSOC INC
3824 W VLIET STMILWAUKEEWI53208NONEPCARTS GRANT$500
TBEY ARTS CENTER INC
2266 N PROSPECT AVE STE 325BMILWAUKEEWI53202NONEPCARTS GRANT$1,000
WILD SPACE DANCE COMPANY
820 E KNAPP STMILWAUKEEWI53202NONEPCARTS GRANT$1,000
UPSTREAM ARTS INC
3501 CHICAGO AVEMINNEAPOLISMN55407NONEPCARTS GRANT$1,500
CITY ON A HILL
2224 W KILBOURN AVEMILWAUKEEWI53223NONEPCEDUCATION$1,742
LATINO ARTS INC
1028 SOUTH 9TH STMILWAUKEEWI53204NONEPCARTS GRANT$1,500
FASHION ART AND TEEN ENTERTAINMENT
9175 N 7TH STMILWAUKEEWI53223NONEPCARTS GRANT$1,000
CIVIC MUSIC ASSOCIATION OF MILWAUKEE
1345 N JEFFERSON ST 170MILWAUKEEWI53202NONEPCARTS GRANT$1,500
LYNDEN INC
2145 W BROWN DEER RDMILWAUKEEWI53217NONEPCARTS GRANT$1,000
BLACK ARTS MKE
929 N WATER STMILWAUKEEWI53202NONEPCARTS GRANT$1,000
ST ANTHONY SCHOOL MILWAUKEE
1727 S 9TH STMILWAUKEEWI53204NONEPCARTS GRANT$1,500
UNITED PERFORMING ARTS FUND (UPAF)
301 E WISCONSIN AVE 600MILWAUKEEWI53203NONEPCARTS GRANT$2,000
ARTISTS WORKING IN EDUCATION (AWE)
4315 W VLIET STMILWAUKEEWI53208NONEPCARTS GRANT$1,000
SCHAUER ARTS CENTER
147 N RURAL STHARTFORDWI53027NONEPCARTS GRANT$1,000
LA CAUSA CRISIS NURSERY
522 W WALKER STMILWAUKEEWI53204NONEPCPRESIDENTS FUND$1,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEPCPRESIDENTS FUND$250
JOCELYN MUELVER
8025 S CHAPEL HILL DRFRANKLINWI53132NONEISCHOLARSHIP$1,000
RAINA ROGNE
7327 WEST BLUEMOUND RDMILWAUKEEWI53213NONEISCHOLARSHIP$1,000
KELSEY CORBETT
315 RICHARDS PLACEWEST BENDWI53095NONEISCHOLARSHIP$1,000
CADEN CURLER
3306 REGENT PLWEST BENDWI53090NONEISCHOLARSHIP$1,000
SOPHIA NELSON
408 E 73RD ST 5CNEW YORKNY10021NONEISCHOLARSHIP$1,000
LAURA ZAUTNER
1517 PRIMROSE LNWEST BENDWI53090NONEISCHOLARSHIP$1,000
WILLIAM SCHESKE
3664 S ALABAMA AVEMILWAUKEEWI53027NONEISCHOLARSHIP$1,000
ANDREA SCHWALBACH
8935 WEST EAGLE CTMEQUONWI53097NONEISCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$122,273TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,502ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$68,725ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$18,223ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$18,223TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsYes (1)ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services EtcYes (1)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (3 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1c$13,000ADMINISTRATIVE SERVICES
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1b(4)$0ADMINISTRATIVE SERVICES
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1b(6)$0ADMINISTRATIVE SERVICES
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER MILWAUKEE ASSOCIATION OF REALTORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(6)OrganizationTypeDesc
Relationship DescriptionCOMMON DIRECTORSRelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,530Amt
Net Investment Income$765NetInvestmentIncomeAmt
Disbursements Charitable Prps$765DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$2,048,817EOYBookValueAmt
EOYFMV$2,078,110EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ALAN EISENBERG CHARITABLE TRUSTDesc
BOY Book Value$564,013BOYBookValueAmt
EOY Book Value$535,270EOYBookValueAmt
EOYFMV$515,914EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$29,041RevenueAndExpensesPerBooksAmt
Net Investment Income$2,904NetInvestmentIncomeAmt
Disbursements Charitable Prps$26,137DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$17,422$17,422$0
MANAGEMENT FEES$13,000$1,300$11,700

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALAN D EISENBERG REVOCABLE TRUSTBusinessNameLine1Txt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$391Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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