THE BROOKBY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKBY FOUNDATION (EIN 38-3202330)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349101245
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T10:03:49-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDY | PersonFirstNm |
| Person Last | GREENEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI OLSON | PreparerPersonNm |
| PTIN | P01379656 | PTIN |
| Phone | 6167747000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,843,540 | 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 | $1,066,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,066,626 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $203,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,317,570 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,969 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,427 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $153 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,274,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,270,748 | 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 | $53,642 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $53,642 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,800 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,800 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,874 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,437 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,437 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,521 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,618 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,387 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,387 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $900 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $900 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $373 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,196 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $176,362 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,261,291 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,261,291 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,557,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,437,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,283,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,151,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,301 | CashBOYAmt |
| Cash EOY | $311,900 | CashEOYAmt |
| Cash EOYFMV | $311,900 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,524,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,670,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,670,189 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $19,662,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,616,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,524,069 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,052,996 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,990,451 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,206,397 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,011,927 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,998,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,630,985 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,403,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,087,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,843,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $37,403,383 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $35,087,745 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,403,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,087,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,403,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,087,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,403,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,283,782 | ExcessRevenueOverExpensesAmt |
| Subtotal | $35,119,601 | SubtotalAmt |
| Other Decreases | $31,856 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,087,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt |
|---|---|---|
| NORTHERN TRUST INVESTMENT | P | $281,452 |
| GREENLEAFT TRUST | P | -$73,797 |
| K-1 | P | -$3,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,969 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,010 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,010 | SubtotalAmt |
| Tax Based On Investment Income | $16,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,342 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,342 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $84 | EsPenaltyAmt |
| Overpayment | $4,248 | OverpaymentAmt |
| Applied To ES Tax | $4,248 | 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 | 1313 N FRANKLIN PLACE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 22.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,642 | CompensationAmt |
| Employee Benefits | $16,800 | 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 | $47,300,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $559,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,665,758 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,524,858 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,524,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $742,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,781,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,439,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,439,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,010 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,010 | TotalTaxAmt |
| Distributable Before Adj | $2,423,089 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,423,089 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,423,089 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,437,653 | 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 | $3,437,653 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,423,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $148,826 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $636,228 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $608,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $739,428 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,133,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,437,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,423,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,014,564 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,147,853 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $148,826 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,999,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $636,228 | ExcessFromYear4Amt |
| Excess From Year3 | $608,807 | ExcessFromYear3Amt |
| Excess From Year1 | $739,428 | ExcessFromYear1Amt |
| Excess From Current Year | $1,014,564 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
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 | (SEE STATEMENT) | 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 (153 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 | 45th Parallel Universe | $40,000 | |
| ACLU OF WISCONSIN FOUNDATION | |||||||
| 207 E BUFFALO STREET | MILWAUKEE | WI | 53202 | PC | General Support | $20,000 | SUITE 325 |
| ALL CLASSICAL PORTLAND | |||||||
| 211 SE CARUTHERS STREET | PORTLAND | OR | 97214 | PC | International Children's Arts Network (ICAN) | $15,000 | 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 | $30,000 | |
| CLEAN WISCONSIN | |||||||
| 634 WEST MAIN STREET SUITE 300 | MADISON | WI | 53703 | PC | Research and analysis support | $35,000 | |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| PO BOX 329 | GRAND HAVEN | MI | 49417 | PC | Great Lakes Funder Collaborative | $8,000 | |
| 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 | $50,000 | |
| GRAND RAPIDS SYMPHONY | |||||||
| 300 OTTAWA NW SUITE 100 | GRAND RAPIDS | MI | 49503 | PC | Blue Lake Concert; Matching Challenge; & Mayflower Performance | $145,608 | |
| 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 | $4,500 | |
| 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 | $45,000 | |
| LEELANAU CONSERVANCY | |||||||
| 105 N FIRST ST | LEELAND | MI | 49654 | PC | Farmland Preservation Project | $70,000 | |
| 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 | $50,000 | |
| MILWAUKEE WATER COMMONS | |||||||
| 1836 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | PC | 2021 Water School | $10,000 | |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | Restoring Florida's Coral Reef | $150,000 | |
| 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 | $12,000 | |
| 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 | $400,000 | |
| 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 2022, New Work Development Program 2022 | $40,000 | 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 PROGRESS INSTITUTE | |||||||
| PO BOX 1292 | MILWAUKEE | WI | 53201 | PC | General Support | $15,000 | |
| WISCONSIN WETLANDS ASSOCIATION | |||||||
| 214 N HAMILTON ST | MADISON | WI | 53703 | PC | Communicating the importance of wetlands for landscape and community well-being | $4,750 | 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 | |
| ACCION | |||||||
| 10 FAWCETT STREET SUITE 204 | CAMBRIDGE | MA | 02138 | PC | General Support | $200 | |
| 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 | $35,000 | |
| 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 | |
| ESPERANCA | |||||||
| 1911 WEST EARLL DRIVE | PHOENIX | AZ | 85015 | PC | General Support | $500 | |
| FINCA INTERNATIONAL | |||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | PC | General Support | $200 | |
| FLORIDA KEYS LAND & SEA TRUST | |||||||
| PO BOX 500536 | MARATHON | FL | 330500536 | PC | General Support | $700 | |
| 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 | |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 021142206 | PC | General Support | $500 | |
| 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 | |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | General Support | $100 | |
| 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 | |
| UN FOUNDATION (NOTHING BUT NETS) | |||||||
| PO BOX 96539 | WASHINGTON | DC | 200906539 | PC | General Support | $200 | |
| 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 | $10,000 | 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 | $50,000 | |
| 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 | Phoenix Society Wellness Team | $6,000 | |
| TROUT UNLIMITED | |||||||
| 1777 N KENT STREET | ARLINGTON | VA | 22209 | PC | Expanding Support for Real-time Water Quality Monitoring in Michigan | $39,500 | SUITE 100 |
| VIRUNGA FUND INC | |||||||
| 724 18TH ST S | ARLINGTON | VA | 22202 | PC | General Support | $500 | |
| AQUINAS COLLEGE | |||||||
| 1700 FULTON STREET E | GRAND RAPIDS | MI | 49506 | PC | John W. Blodgett Estate Preservation Project | $88,500 | |
| 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 | $8,500 | |
| 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 | $3,000 | |
| 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 | Repurposed Urban Wood and Reforestation Hub at the Historic Barns Park | $42,000 | |
| LUNG CANCER RESEARCH FOUNDATION (DBA FREE TO BREAT | |||||||
| 1 POINT PLACE SUITE 202 | MADISON | WI | 53719 | PC | GENERAL SUPPORT | $300 | |
| THE RIDGES SANCTUARY | |||||||
| PO BOX 152 | BAILEYS HARBOR | WI | 54202 | PC | The Ridges Interpretive and Wayfinding Signs | $5,000 | |
| CAMP BLODGETT | |||||||
| 528 BRIDGE ST NW 6 | GRAND RAPIDS | MI | 49504 | PC | Camp Blodgett Service Expansion | $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: Achieving Net Zero energy at the Aldo Leopold Foundation | $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 | |
| Blueprint NC | |||||||
| PO Box 607 | Durham | NC | 27702 | PC | General Support | $15,000 | |
| Georgia Alliance Education Fund | |||||||
| 834 Inman Village Parkway Suite 200 | Atlanta | GA | 30307 | PC | General Support | $20,000 | |
| 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 | |
| ONE ARIZONA | |||||||
| 530 E MCDOWELL ROAD SUITE 107-448 | PHOENIX | AZ | 85004 | PC | GENERAL SUPPORT | $30,000 | |
| OPERA GRAND RAPIDS | |||||||
| 1320 EAST FULTON | GRAND RAPIDS | MI | 49503 | PC | COMMUNITY TICKETS PROGRAM | $5,000 | |
| PENNSYLVANA VOICE | |||||||
| 123 S BROAD STREET STE 630 | PHILADELPHIA | PA | 19109 | PC | GENERAL SUPPORT | $25,000 | |
| PROGEORGIA STATE TABLE INC | |||||||
| 151 ELLIS ST NE | ALANTA | GA | 30303 | PC | STATE VOICES FLORIDA - GENERAL SUPPORT | $20,000 | |
| RIVER REVITALIZATION FOUNDATION | |||||||
| 2134 N RIVERBOAT RD | MILWAUKEE | WI | 53212 | PC | Riverine-Tern Internship Program | $15,000 | |
| SOUTHEAST WISCONSIN WATERSHED TRUST | |||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | PC | Clean Rivers Clean Lake Conference Scholarship | $3,000 | |
| Tides Center | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 91755 | PC | STATE VOICES FLORIDA GENERAL SUPPORT | $30,000 | |
| TART TRAILS INC | |||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | PC | Leelanau Trail Invasive Species | $10,000 | |
| THE BOTANIC GARDEN AT THE HISTORIC BARNS PARK | |||||||
| PO BOX 1247 | TRAVERSE CITY | MI | 49685 | PC | CAPITAL CAMPAIGN | $50,000 | |
| WILDLIFE DIRECT | |||||||
| 921 PENNSYLVANIA AVE SE SUITE 308 | WASHINGTON | DC | 20003 | PC | GENERAL SUPPORT | $500 | |
| WISCONSIN VOICES | |||||||
| 4201 NORTH 27TH STREET 7TH FLOOR N | MILWAUKEE | WI | 53216 | PC | GENERAL SUPPORT | $25,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,261,291 | TotalGrantOrContriPdDurYrAmt |
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 | $1,066,626 | 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 | $3,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $203,969 | 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 | $1,274,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,274,022 | 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 | $2,874 | Amt |
| Net Investment Income | $1,437 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,437 | 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 | $7,990,451 | EOYBookValueAmt |
| EOYFMV | $7,206,397 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $21,616,887 | EOYBookValueAmt |
| EOYFMV | $32,524,069 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMODITIES | AT COST | $1,836,167 | $2,465,227 |
| BGLP PARTNERSHIP INTEREST | AT COST | $282,935 | $297,744 |
| REAL ESTATE FUNDS | $879,216 | $868,014 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $31,856 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LIMITED PARTNERSHIP EXPENSES | $373 | ||
| MEMBERSHIPS | $5,615 | $5,615 | |
| OFFICE EXPENSES | $258 | $258 | |
| PAYROLL PROCESSING FEES | $1,775 | $1,775 | |
| UTILITIES | $2,235 | $2,235 | |
| MISCELLANEOUS | $25,070 | $25,070 | |
| DEPENDANT CARE FSA EXPENSES | $5,243 | $5,243 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX EXEMPT K-1 INCOME | $3,274 | $3,274 |
| OTHER K-1 INCOME | $153 | $153 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $95,521 | Amt |
| Net Investment Income | $95,521 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $21,618 | $21,618 |
| EXCISE TAXES | $1,575 |
Comments