YOUTH FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
YOUTH FOUNDATION INC (EIN 39-0945311)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202541359349102404
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T09:51:13-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY TARKOWSKI CPAPreparerPersonNm
PTINP00634290PTIN
Phone6082744020PhoneNum
Preparation2025-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,983,965FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,514ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$64,637DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,637DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,717NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,684GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,717CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$170,868TotalRevAndExpnssAmt
Total Net Invst Incm$148,354TotalNetInvstIncmAmt
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$2,136AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$749AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,387AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$31,244OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,544OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,700OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,780TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,619OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14,619OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,779TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,293TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,706TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$116,556ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$116,556ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$166,335TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,293TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$144,262TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,533ExcessRevenueOverExpensesAmt
Net Investment Income$128,061NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,780CashBOYAmt
Cash EOY$42,125CashEOYAmt
Cash EOYFMV$42,125CashEOYFMVAmt
Sav And Temp Cash Invst BOY$37,490SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,210SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,210SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,090PrepaidExpensesBOYAmt
Prepaid Expenses EOY$310PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$310PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$2,027,847CorporateStockBOYAmt
Corporate Stock EOY$2,050,237CorporateStockEOYAmt
Corporate Stock EOYFMV$2,330,457CorporateStockEOYFMVAmt
Other Assets BOY$508,098OtherAssetsBOYAmt
Other Assets EOY$483,106OtherAssetsEOYAmt
Other Assets EOYFMV$570,863OtherAssetsEOYFMVAmt
Total Assets BOY$2,598,305TotalAssetsBOYAmt
Total Assets EOY$2,615,988TotalAssetsEOYAmt
Total Assets EOYFMV$2,983,965TotalAssetsEOYFMVAmt
Accounts Payable BOY$50AccountsPayableBOYAmt
Accounts Payable EOY$13,200AccountsPayableEOYAmt
Total Liabilities BOY$50TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,200TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,090,157NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,119,682NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$508,098DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$483,106DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,598,255TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,602,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,598,305TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,615,988TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,598,255TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,533ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,602,788SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,602,788TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SECURITIES$2,263$1,163$1,100$1,100
SECURITIES$102,737$52,804$49,933$49,933
CAPITAL GAINS DIVIDENDS$32,684$32,684$32,684P
FieldValueIRS element (for citing)
Capital Gain Net Income$83,717CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,780InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,780SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,780TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,090EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,090TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$310OverpaymentAmt
Applied To ES Tax$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 Contributors0NewSubstantialContributorsInd
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
LAURA STEELE
11430 WEST NORTH AVENUEMILWAUKEEWI53226ARTS CHAIR1.00$0$0$0
TEMEEKA MITCHELL
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
DEBRA KAY
11430 WEST NORTH AVENUEMILWAUKEEWI53226ARTS DIRECTOR1.00$0$0$0
PAUL NIKOLIC
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
SUE DERBY
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
ART SCHNEIDER
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 2024, THE YOUTH FOUNDATION AWARDED 96 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 7 COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS.Description1Txt
Expenses1$116,556Expenses1Amt

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$2,271,821AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$71,303AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,343,124TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,343,124AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,147CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,307,977NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,780TaxBasedOnInvestmentIncomeAmt
Total Tax$1,780TotalTaxAmt
Distributable Before Adj$113,619DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$113,619DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$113,619DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$144,262ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$144,262QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,619DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,241ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$18,191ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,809ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,929ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$125,170TotalExcessDistributionCyovAmt
Qualifying Distributions$144,262QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$113,619AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,643RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$155,813TotalCorpusAmt
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$11,241ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$144,572ExcessDistriCyovToNextYrAmt
Excess From Year3$18,191ExcessFromYear3Amt
Excess From Year2$46,809ExcessFromYear2Amt
Excess From Year1$48,929ExcessFromYear1Amt
Excess From Current Year$30,643ExcessFromCurrentYearAmt

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 AVENUEMILWAUKEEWI532264147784929GRANT 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 AVENUEMILWAUKEEWI532264147784929SCHOLARSHIP 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 (103 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABOVE THE CLOUDS
2432 N TEUTONIA AVE 2MILWAUKEEWI53206N/APCARTS$1,000
AIDAN KONOP
W237 N7367 CRAVEN DRSUSSEXWI53089NONEISCHOLARSHIP$1,000
ALL HANDS BOATWORKS
621 S 12TH STMILWAUKEEWI53204N/APCEDUCATION$1,000
ANDREA SCHWALBACH
8935 EAGLE CTMEQUONWI53097NONEISCHOLARSHIP$1,000
ARTISTS WORKING IN EDUCATION
4315 W VLIET STMILWAUKEEWI53208N/APCARTS$1,000
ATONEMENT COMMUNITY AND EDUCATION SERVICES INC
4224 RUBY AVEMILWAUKEEWI53208N/APCARTS$2,000
AUDIO & BRAILLE LITERACY ENHANCEMENT
803 W WELLS STMILWAUKEEWI53233N/APCEDUCATION$1,000
AUTISM SOCIETY OF SOUTHEASTERN WISCONSIN
3720 N 124TH STWAUWATOSAWI53227N/APCSOCIAL SERVICES$1,000
AVA BRADD
949 HARDING BLVDWAUWATOSAWI53226NONEISCHOLARSHIP$1,000
BEST BUDDIES INTERNATIONAL
10425 W NORTH AVE 340WAUWATOSAWI53226N/APCSOCIAL SERVICES$2,000
BETTY BRINN CHILDREN'S MUSEUM
929 E WISCONSIN AVEMILWAUKEEWI53202N/APCEDUCATION$500
BICYCLE FEDERATION EDUCATION FOUNDATION OF WISCONSIN
187 E BECHER STMILWAUKEEWI53207N/APCEDUCATION$1,000
BLACK ARTS MKE
929 WATER STMILWAUKEEWI53202N/APCARTS$1,000
BLESSINGS IN A BACKPACK
2010 SPRINGDALE RDWAUKESHAWI53186N/APCSOCIAL SERVICES$1,000
BLUE LOTUS FARM & RETREAT CENTER
5501 COUNTY RD MWEST BENDWI53095N/APCSOCIAL SERVICES$1,500
BRAKIAH EVANS
3918 N 39TH STMILWAUKEEWI53216NONEISCHOLARSHIP$1,000
CARE NET PREGNANCY CENTER OF MILWAUKEE
4957 W FOND DU LAC AVEMILWAUKEEWI53216N/APCSOCIAL SERVICES$1,000
CASA GUADALUPE EDUCATION CENTER
419 ROOSEVELT DRWEST BENDWI53090N/APCEDUCATION$1,000
CATHEDRAL CENTER INC
710 N PLANKINTON AVE STE 803MILWAUKEEWI53203N/APCSOCIAL SERVICES$2,000
CHIZ 4 A CAUSE
PO BOX 871WEST BENDWI53095N/APCSOCIAL SERVICES$1,000
CHOSEN INC
400 TRAVIS LANE 30WAUKESHAWI53189N/APCSOCIAL SERVICES$1,500
CITY ON A HILL
2224 W KILBOURN AVEMILWAUKEEWI53233N/APCEDUCATION$1,000
CIVIC MUSIC ASSOCIATION OF MILWAUKEE
1345 N JEFFERSON ST 170MILWAUKEEWI53202N/APCARTS$1,874
CLARA CORBETT
315 RICHARDS PLACEWEST BENDWI53095NONEISCHOLARSHIP$1,000
COLLEGE POSSIBLE MILWAUKEE
1515 N RIVERCENTER DR STE 105MILWAUKEEWI53212N/APCEDUCATION$500
COPS AND KIDS FOUNDATION
PO BOX 384SUSSEXWI53089N/APCSOCIAL SERVICES$1,000
COREEL CENTRO
130 W BRUCE ST STE 300MILWAUKEEWI53204N/APCSOCIAL SERVICES$1,000
DOWN SYNDROME ASSOCIATION OF WISCONSIN
11709 W CLEVELAND AVEWEST ALLISWI53227N/APCSOCIAL SERVICES$1,500
EASTBROOK ACADEMY
5375 N GREEN BAY AVEMILWAUKEEWI53209N/APCEDUCATION$1,000
EASTBROOK ACADEMY
5375 N GREEN BAY AVEMILWAUKEEWI53209N/APCEDUCATION$500
EX FABULA
206 E SMITH STMILWAUKEEWI53207N/APCARTS$1,000
FAITH HOPE & LOVE INC
1718 LAYARDRACINEWI53404N/APCSOCIAL SERVICES$1,000
FRIENDS OF GRANT PARK
6260 SOUTH LAKE PARK DR APT 917CUDAHYWI53110N/APCEDUCATION$600
FRIENDS OF THE DOMES
524 S LAYTON BLVDMILWAUKEEWI53215N/APCEDUCATION$1,000
FUTURE URBAN LEADERS FOUNDATION
PO BOX 511073MILWAUKEEWI53203N/APCEDUCATION$1,000
GALS ON THE GO PROJECT
383 WILLIAMSTOWNEDELAFIELDWI53018N/APCSOCIAL SERVICES$2,500
GIRL SCOUTS OF WISCONSIN SOUTHEAST
131 S 69TH STMILWAUKEEWI53214N/APCEDUCATION$500
GIRLS ON THE RUN OF SE WISCONSIN
5775 N GLEN PARK RD STE 203MILWAUKEEWI53209N/APCEDUCATION$1,000
GIRLS ROCK MILWAUKEE INC
3443 S HOWELL AVEMILWAUKEEWI53207N/APCARTS$2,000
GO MKE INC
740 N 29TH STMILWAUKEEWI53208N/APCARTS$800
HEAR WISCONSIN
10243 W NATIONAL AVEMILWAUKEEWI53227N/APCEDUCATION$1,000
HIGHLAND COMMUNITY SCHOOL INC
1706 W HIGHLAND AVEMILWAUKEEWI53233N/APCEDUCATION$2,000
HMONG AMERICAN FRIENDSHIP ASSOCIATION
3824 W VLIET STMILWAUKEEWI53208N/APCARTS$1,000
HOPE CENTER INC
101 W BROADWAYWAUKESHAWI53186N/APCSOCIAL SERVICES$2,000
HOPE HOUSE OF MILWAUKEE
209 W ORCHARDMILWAUKEEWI53204N/APCSOCIAL SERVICES$1,000
HOPE STREET MINISTRY
2522 W CAPITOL DRMILWAUKEEWI53206N/APCSOCIAL SERVICES$2,000
HUMANE ANIMAL WELFARE SOCIETY OF WAUKESHA COUNTY
701 NORTHVIEW RDWAUKESHAWI53188N/APCEDUCATION$1,000
HUNGER TASK FORCE
5000 ELECTRIC AVEMILWAUKEEWI53219N/APCEDUCATION$1,000
ISLANDS OF BRILIANCE
PO BOX 774MILWAUKEEWI53201N/APCARTS$1,000
JUNIOR ACHIEVEMENT OF WISCONSIN
11111 W LIBERTY DRMILWAUKEEWI53224N/APCEDUCATION$500
KEEP GREATER MILWAUKEE BEAUTIFUL
1313 W MT VERNON AVEMILWAUKEEWI53233N/APCEDUCATION$750
KIDS FROM WISCONSIN
640 S 84TH STMILWAUKEEWI53214N/APCARTS$1,800
LA CAUSA
413 W SCOTT STMILWAUKEEWI53204N/APCSOCIAL SERVICES$1,000
LATINO ARTS INC
1028 S 9TH STMILWAUKEEWI53204N/APCARTS$2,000
LIFE NAVIGATORS
7203 W CENTER STWAUWATOSAWI53210N/APCEDUCATION$1,500
LIFE NAVIGATORS
7203 W CENTER STWAUWATOSAWI53210N/APCSOCIAL SERVICES$1,000
LIFESTRIDERS INC
S11W29667 SUMMIT AVEWAUKESHAWI53188N/APCSOCIAL SERVICES$1,000
LILLIAN MARTIN
1065 WEBSTER AVEBROOKFIELDWI53005NONEISCHOLARSHIP$1,000
LUTHERAN COUNSELING AND FAMILY SERVICES OF WISCONSIN
3800 N MAYFAIR RDWAUWATOSAWI53222N/APCSOCIAL SERVICES$1,000
MEQUON NATURE PRESERVE
8200 W COUNTY LINE RDMEQUONWI53097N/APCEDUCATION$1,000
MILWAUKEE COUNTY HISTORICAL SOCIETY
910 N DR MARTIN LUTHER KING DRMILWAUKEEWI53203N/APCEDUCATION$1,000
MILWAUKEE COUNTY WAR MEMORIAL INC
750 N LINCOLN MEMORIAL DRIVE STEMILWAUKEEWI53202N/APCEDUCATION$500315
MILWAUKEE DIAPER MISSION INC
9600 S FRANKLIN DRFRANKLINWI53132N/APCSOCIAL SERVICES$1,000
MILWAUKEE HOMELESS VETERANS INITIATIVE
6300 W NATIONAL AVEWEST ALLISWI53214N/APCSOCIAL SERVICES$2,500
MILWAUKEE REPERTORY THEATER INC
108 E WELLS STMILWAUKEEWI53202N/APCEDUCATION$1,000
MILWAUKEE RESCUE MISSION (MRM)
830 N 19TH STMILWAUKEEWI53233N/APCSOCIAL SERVICES$1,000
MILWAUKEE TENNIS AND EDUCATION FOUNDATION
3000 N SHERMAN BLVDMILWAUKEEWI53210N/APCEDUCATION$500
MKE URBAN STABLES INC
143 E LINCOLN AVEMILWAUKEEWI53207N/APCSOCIAL SERVICES$2,000
MOUNT MARY UNIVERSITY
2900 N MENOMONEE RIVER PARKWAYMILWAUKEEWI53222N/APCEDUCATION$1,000
NEIGHBORHOOD HOUSE OF MILWAUKEE
2819 W RICHARDSON PLMILWAUKEEWI53208N/APCEDUCATION$1,000
NEW BERLIN EDUCATION FOUNDATION INC
4333 S SUNNYSLOPENEW BERLINWI53151N/APCEDUCATION$500
NEXT DOOR FOUNDATION
2545 N 29TH STMILWAUKEEWI53210N/APCEDUCATION$1,000
ONE HOPE 27 INC
1245 N 45TH STMILWAUKEEWI53208N/APCSOCIAL SERVICES$1,000
PROFESSIONAL FIRE FIGHTERS OF WISCONSIN CHARITABLE FOUNDATION
321 E MAIN ST STE 200MADISONWI53703N/APCSOCIAL SERVICES$1,500
PROJECT CONCEN OF CUDAHYST FRANCIS INC
PO BOX 100093CUDAHYWI53110N/APCEDUCATION$1,000
QUASIMONDO INC
5151 N 35TH STMILWAUKEEWI53209N/APCEDUCATION$1,000
RENAISSANCE THEATERWORKS
158 N BROADWAY 5TH FLMILWAUKEEWI53202N/APCARTS$2,000
RIDES AND REINS
4371 ARTHUR RDSLINGERWI53086N/APCSOCIAL SERVICES$1,000
RISEN SAVIOR LUTHERAN
9550 W BROWN DEERMILWAUKEEWI53224N/APCEDUCATION$500
RIVER EDGE NATURE CENTER
PO BOX 26NEWBURGWI53060N/APCEDUCATION$500
SECUREFUTURES FOUNDATION INC
710 N PLANKINTON AVE STE 1400MILWAUKEEWI53203N/APCEDUCATION$500
SEEDS OF HEALTH
1445 S 32ND MILWAUKEE STMILWAUKEEWI53215N/APCSOCIAL SERVICES$1,500
SLEEP N HEAVENLY PEACE
669 W QUINN RDPOCATELLOID83202N/APCSOCIAL SERVICES$2,000
SOPHIA LUEBKE
W245 N7486 STONEFIELD DRSUSSEXWI53089NONEISCHOLARSHIP$1,000
ST ANTHONY SCHOOL MILWAUKEE
1727 S 9TH STMILWAUKEEWI53204N/APCARTS$1,500
ST ANTHONY SCHOOL MILWAUKEE
1727 S 9TH STMILWAUKEEWI53204N/APCEDUCATION$1,000
ST JOSEPH ACADEMY
1600 W OKLAHOMA AVEMILWAUKEEWI53215N/APCARTS$1,000
ST JOSEPH ACADEMY
1600 W OKLAHOMA AVEMILWAUKEEWI53215N/APCEDUCATION$500
ST MARCUS SCHOOL
2215 N PALMER STMILWAUKEEWI53212N/APCEDUCATION$500
ST THOMAS MORE HIGH SCHOOL
2601 E MORGAN AVEMILWAUKEEWI53207N/APCEDUCATION$1,000
TBEY ARTS CENTER INC
2266 N PROSPECT AV STE 325BMILWAUKEEWI53202N/APCARTS$1,000
THE WOMEN'S CENTER
505 N EAST AVEWAUKESHAWI53186N/APCSOCIAL SERVICES$1,000
UNITED COMMUNITY CENTER
1028 S 9TH STMILWAUKEEWI53204N/APCEDUCATION$1,000
UPSTREAM ARTS
3501 CHICAGO AVE SMINNEAPOLISMN55407N/APCARTS$1,000
URBAN ECOLOGY CENTER
1500 E PARK PLACEMILWAUKEEWI53211N/APCEDUCATION$1,000
VARIETY-THE CHILDREN'S CHARITY OF WISCONSIN
12425 KNOLL RD STE 120ELM GROVEWI53122N/APCSOCIAL SERVICES$1,000
VISION FORWARD ASSOCIATION
912 HAWLEY RDMILWAUKEEWI53213N/APCSOCIAL SERVICES$2,000
WALKER'S POINT YOUTH AND FAMILY CENTER INC
1123 N WATER ST STE 400MILWAUKEEWI53202N/APCSOCIAL SERVICES$1,000
WILD SPACE DANCE COMPANY
820 E KNAPP STMILWAUKEEWI53202N/APCARTS$1,000
WISCONSIN ADAPTIVE SPORTS ASSOCIATION
715 TALON TRAILBROOKFIELDWI53045N/APCSOCIAL SERVICES$2,791
WISCONSIN CONSERVATORY OF MUSIC
1584 N PROSPECT AVEMILWAUKEEWI53202N/APCARTS$1,000
WISCONSIN HUMANE SOCIETY
4500 W WISCONSIN AVEMILWAUKEEWI53208N/APCEDUCATION$500
ZOOLOGICAL SOCIETY OF MILWAUKEE
10005 W BLUEMOUND RDMILWAUKEEWI53226N/APCSOCIAL SERVICES$441
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$116,556TotalGrantOrContriPdDurYrAmt
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$64,637ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,717ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$148,354ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,354TotalIncomeProducingActyAmt

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)$200ADMINISTRATIVE EXPENSE REIMBURSEMENT
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1b(6)$0ADMINISTRATIVE FUNDRAISING 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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$936$749$187
TAX PREPARATION FEES$1,200$0$1,200

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$2,050,237EOYBookValueAmt
EOYFMV$2,330,457EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ALAN EISENBERG CHARITABLE TRUSTDesc
BOY Book Value$508,098BOYBookValueAmt
EOY Book Value$483,106EOYBookValueAmt
EOYFMV$570,863EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$14,619RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,619DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$18,244$18,244$0
MANAGEMENT FEES$13,000$1,300$11,700

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$1,780Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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