HARLEY DAVIDSON FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARLEY DAVIDSON FOUNDATION INC (EIN 39-1769946)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-16
- IRS object ID
- 202212289349100606
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-16T09:45:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ERDMAN PLACE SUITE 404 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391769946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harley-Davidson Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GERALYN FALLON | InCareOfNm |
| Business Name Control | HARL | BusinessNameControlTxt |
| Phone | 4143434680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 West Juneau Avenue | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Anding | PersonNm |
| Person Title | President/Director | PersonTitleTxt |
| Phone | 4143434680 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Julie | PersonFirstNm |
| Person Last | Anding | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6088367500 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,020,299 | 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 | $10,058,590 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $286,243 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $192,385 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $696,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $703,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,633,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,964,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,634,365 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $522 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,675,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,530,250 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,462 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $122,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,768 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,341 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,995,764 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,995,764 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,138,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,000,226 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,536,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,388,678 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,999,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,564,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,564,093 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,800,660 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,174,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,933,897 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,942,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,412,261 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,522,309 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $35,743,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,150,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,020,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,743,293 | CapitalStockBOYAmt |
| Capital Stock EOY | $46,150,424 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,743,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,150,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,743,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,150,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,743,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,536,568 | ExcessRevenueOverExpensesAmt |
| Subtotal | $46,279,861 | SubtotalAmt |
| Other Decreases | $129,437 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,150,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,025,499 | $4,329,574 | $695,925 | $695,925 | |
| CAPITAL GAIN DIVIDENDS | $938,440 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,634,365 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,203 | SubtotalAmt |
| Tax Based On Investment Income | $33,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,278 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,925 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,203 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
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 | WI | 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 | www.harley-davidson.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALYN FALLON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4143434680 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 WEST JUNEAU AVENUE | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53208 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Julie Anding | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | President/Director | 2.0 | $0 | $0 | $0 |
| Rachel Schneider | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | VP/CFO/Director | 2.0 | $0 | $0 | $0 |
| J Darrell Thomas | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Vice President/Treasurer | 0.1 | $0 | $0 | $0 |
| Paul Krause | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Secretary | 0.1 | $0 | $0 | $0 |
| Adraea Brown | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Asst. Secretary as of 04/21 | 0.1 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baird Investment Management Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 East Investment Management Serv | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Invest Mgmt Services | ServiceTypeTxt |
| Compensation | $122,768 | CompensationAmt |
| 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 | $44,633,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,281,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,915,786 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,915,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $733,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,182,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,409,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,409,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,203 | TotalTaxAmt |
| Distributable Before Adj | $2,375,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $522 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,376,421 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,376,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,000,226 | 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 | $2,000,226 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,376,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,216,494 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,101,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,688,531 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,810,397 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $879,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,696,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,000,226 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,000,226 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $376,195 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $376,195 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,319,971 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,840,299 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,479,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,101,100 | ExcessFromYear4Amt |
| Excess From Year3 | $1,688,531 | ExcessFromYear3Amt |
| Excess From Year2 | $1,810,397 | ExcessFromYear2Amt |
| Excess From Year1 | $879,644 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4-H Clubs of York County | |||||||
| 2401 Pleasant Valley Rd Ste 101 | York | PA | 17402 | NONE | PC | Program Support | $440 |
| All In Milwaukee | |||||||
| 135 W Wells St Ste 100 | Milwaukee | WI | 53203 | NONE | PC | Program Support | $6,250 |
| Alpha Kappa Alpha Educational Advancement Fdn | |||||||
| 5656 Stony Island Ave | Chicago | IL | 60637 | NONE | PC | Program Support | $1,930 |
| Aurburn University | |||||||
| 317 S College St | Auburn | AL | 36849 | NONE | PC | Program Support | $300 |
| Big Brothers Big Sisters of Milwaukee | |||||||
| 788 N Jefferson St Ste 600 | Milwaukee | WI | 53202 | NONE | PC | Program Support | $5,255 |
| Bishop Noll Institute | |||||||
| 1519 Hoffman St | Hammond | IN | 46327 | NONE | PC | Program Support | $1,500 |
| Boys & Girls Club of Greater Milwaukee | |||||||
| 2558 N 6th St | Milwaukee | WI | 53212 | NONE | PC | Program Support | $225,000 |
| Boys Scouts of America - Potawatomi Area Council | |||||||
| 804 Bluemound Rd | Waukesha | WI | 53188 | NONE | PC | Program Support | $291 |
| Carroll University | |||||||
| 100 N East Ave | Waukesha | WI | 53186 | NONE | PC | Program Support | $23,000 |
| Children's Advocacy Center of Collin County | |||||||
| 2205 Los Rios Blvd | Plano | TX | 75074 | NONE | PC | Program Support | $25,000 |
| Children's Wisconsin Foundation | |||||||
| MS 3050 PO Box 1997 | Milwaukee | WI | 53201 | NONE | PC | Program Support | $200,000 |
| Delaware Valley Golden Retriever Rescue | |||||||
| 60 Vera Cruz Rd | Reinholds | PA | 17569 | NONE | PC | Program Support | $930 |
| Divine Savior Holy Angels | |||||||
| 4257 N 200th St | Milwaukee | WI | 53222 | NONE | PC | Program Support | $200 |
| Doodles Ranch & Sanctuary | |||||||
| N86W15190 Menomonee River Pkwy | Menomonee Falls | WI | 53051 | NONE | PC | Program Support | $285 |
| Eagle School | |||||||
| 5454 Gunflint Trl | Madison | WI | 53711 | NONE | PC | Program Support | $2,500 |
| Fielding Graduate University | |||||||
| 2020 De La Vina St | Santa Barbara | CA | 93105 | NONE | PC | Program Support | $6,000 |
| FOOD Pantry of Waukesha County | |||||||
| 1301 Sentry Dr | Waukesha | WI | 53186 | NONE | PC | Program Support | $50 |
| Happy Endings No Kill Cat Shelter Inc | |||||||
| 5349 W Forest Home Ave | Milwaukee | WI | 53220 | NONE | PC | Program Support | $905 |
| Humane Animal Welfare Society Of Waukesha Cty | |||||||
| 701 Northview Rd | Waukesha | WI | 53188 | NONE | PC | Program Support | $50 |
| Hunger Task Force of Milwaukee Inc | |||||||
| 201 S Hawley Ct | Milwaukee | WI | 53214 | NONE | PC | Program Support | $540,000 |
| Just One More Ministry | |||||||
| 180 N Lydell Ave | Glendale | WI | 53212 | NONE | PC | Program Support | $50 |
| Labor Community At Work Inc | |||||||
| 633 S Hawley Rd | Milwaukee | WI | 53214 | NONE | PC | Program Support | $10,000 |
| Listen First Project | |||||||
| 515 S Mangum St 5164 | Durham | NC | 27701 | NONE | PC | Program Support | $50,000 |
| Marquette University High School | |||||||
| 3401 W Wisconsin Ave | Milwaukee | WI | 53208 | NONE | PC | Program Support | $250 |
| Menomonee Falls High School | |||||||
| PO Box 642 | Menomonee Falls | WI | 53052 | NONE | PC | Program Support | $20,000 |
| Milwaukee Montessori School | |||||||
| 345 N 95th St | Milwaukee | WI | 53226 | NONE | PC | Program Support | $1,200 |
| Milwaukee Repertory Theater | |||||||
| 108 E Wells St | Milwaukee | WI | 53202 | NONE | PC | Program Support | $11,000 |
| Milwaukee Urban League | |||||||
| 435 W North Ave | Milwaukee | WI | 53212 | NONE | PC | Program Support | $30,000 |
| Montana State University Foundation | |||||||
| 1501 S 11th Ave | Bozeman | MT | 59715 | NONE | PC | Program Support | $1,550 |
| Montessori School of Waukesha | |||||||
| 2600 Summit Ave | Waukesha | WI | 53188 | NONE | PC | Program Support | $1,110 |
| Mount Calvary Lutheran School | |||||||
| 1941 Madison St | Waukesha | WI | 53188 | NONE | PC | Program Support | $3,500 |
| MSOE | |||||||
| 1025 N Broadway | Milwaukee | WI | 53202 | NONE | PC | Program Support | $250 |
| National Ski Patrol Central Division | |||||||
| W52 N744 Windsor Dr | Cedarburg | WI | 53012 | NONE | PC | Program Support | $663 |
| National Ski Patrol Central Division Reg Unit C00 | |||||||
| 6141 N Santa Monica Blvd | Whitefish Bay | WI | 53217 | NONE | PC | Program Support | $1,344 |
| Nativity Jesuit Academy | |||||||
| 1515 S 29th St | Milwaukee | WI | 53215 | NONE | PC | Program Support | $700 |
| Near West Side Partners Inc | |||||||
| 624 N 24th St | Milwaukee | WI | 53233 | NONE | PC | Program Support | $416,100 |
| Next Door | |||||||
| 2545 N 29th St | Milwaukee | WI | 53210 | NONE | PC | Program Support | $40,000 |
| North Lake School District | |||||||
| N75W31283 Hwy VV | North Lake | WI | 53064 | NONE | PC | Program Support | $5,000 |
| North Texas Food Bank | |||||||
| 3676 Mapleshade Ln | Plano | TX | 75075 | NONE | PC | Program Support | $15,000 |
| Pewaukee High School Booster Club | |||||||
| 510 Lake St | Pewaukee | WI | 53072 | NONE | PC | Program Support | $1,000 |
| Raising The Bar Inc | |||||||
| 8306 N 106th St | Milwaukee | WI | 53224 | NONE | PC | Program Support | $70 |
| Rally for Aly Inc | |||||||
| 7030 Maple Terrace | Wauwatosa | WI | 53213 | NONE | PC | Program Support | $205 |
| Ripon College | |||||||
| 300 W Seward St | Ripon | WI | 54971 | NONE | PC | Program Support | $1,100 |
| River Valley High School | |||||||
| 660 Varsity Blvd | Spring Green | WI | 53588 | NONE | PC | Program Support | $6,700 |
| River Wranglers | |||||||
| PO Box 1612 | Dayton | NV | 89403 | NONE | PC | Program Support | $390 |
| Saint Eugene School | |||||||
| 7600 N Port Washington Rd | Fox Point | WI | 53217 | NONE | PC | Program Support | $250 |
| Saint Monica Parish School | |||||||
| 5635 N Santa Monica Blvd | Whitefish Bay | WI | 53217 | NONE | PC | Program Support | $350 |
| Saturday Softball League | |||||||
| 4185 S Nicholson Ave | Milwaukee | WI | 53235 | NONE | PC | Program Support | $120 |
| Scholarship America | |||||||
| PO Box 240 | St Peter | MN | 56082 | NONE | PC | Program Support | $3,960 |
| Scholarship America Inc | |||||||
| PO Box 772514 | Detroit | MI | 482772514 | NONE | PC | Program Support | $72,110 |
| Section School | |||||||
| W318S8430 County Hwy EE | Mukwonago | WI | 53149 | NONE | PC | Program Support | $100 |
| Sojourner Family Peace Center | |||||||
| 619 W Walnut St | Milwaukee | WI | 53212 | NONE | PC | Program Support | $5,000 |
| Sparrow Place | |||||||
| PO Box 577 | New Freedom | PA | 17349 | NONE | PC | Program Support | $186 |
| St Robert School | |||||||
| 2200 E Capital Dr | Shorewood | WI | 53211 | NONE | PC | Program Support | $250 |
| St Thomas More High School | |||||||
| 2601 E Morgan Ave | Milwaukee | WI | 53207 | NONE | PC | Program Support | $2,200 |
| The King Baudouin Foundation US | |||||||
| 10 Rockefeller Plz 16th Flr | New York | NY | 10020 | NONE | PC | Program Support | $1,501 |
| The Resource Foundation | |||||||
| 244 Fifth Ave Ste 1428 | New York | NY | 10001 | NONE | PC | Program Support | $6,800 |
| Tomahawk Main Street Inc | |||||||
| 223 W Wisconsin Ave | Tomahawk | WI | 54487 | NONE | PC | Program Support | $213 |
| United Way of Greater Milwaukee & Waukesha County | |||||||
| 225 W Vine St | Milwaukee | WI | 53212 | NONE | PC | Program Support | $183,056 |
| United Way Worldwide | |||||||
| PO Box 418607 | Boston | MA | 022418607 | NONE | PC | Program Support | $50,000 |
| University of Wisconsin Foundation | |||||||
| 1848 University Ave | Madison | WI | 53726 | NONE | PC | Program Support | $100 |
| Urban Ecology Center | |||||||
| 1500 E Park Pl | Milwaukee | WI | 53211 | NONE | PC | Program Support | $5,000 |
| UW Whitewater Foundation | |||||||
| 800 W Main St | Whitewater | WI | 53190 | NONE | PC | Program Support | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,995,764 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,243 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $696,195 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,633,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,616,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,616,460 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Harley-Davidson Motor Company | ||||||
| 1 | 3700 W Juneau Ave | Milwaukee | WI | 53208 | $10,015,000 | Yes (X) |
| Milwaukee Bucks Foundation | ||||||
| 2 | 1543 N 2nd St 6th Flr | Milwaukee | WI | 53212 | $43,590 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,925 | Amt |
| Net Investment Income | $4,463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,462 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENT | BondNm |
| EOY Book Value | $13,412,261 | EOYBookValueAmt |
| EOYFMV | $13,522,309 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $26,174,070 | EOYBookValueAmt |
| EOYFMV | $34,933,897 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUE ADJUSTMENT | Desc |
| Amt | $129,437 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Baird 2584 - Grant refund | Desc |
| Revenue And Expenses Per Books | $522 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVST MGMT FEES - BAIRD 9013 | $6,073 | $6,073 | $0 | $0 |
| INVST MGMT FEES - BAIRD 3839 | $11,808 | $11,808 | $0 | $0 |
| INVST MGMT FEES - BAIRD 0617 | $25,727 | $25,727 | $0 | $0 |
| INVST MGMT FEES - BAIRD 2566 | $69,573 | $69,573 | $0 | $0 |
| INVST MGMT FEES - BAIRD 2409 | $9,587 | $9,587 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES - BAIRD 3839 | $1,025 | $1,025 | $0 | $0 |
| FEDERAL EXCISE TAX PAYMENTS | $10,000 | $0 | $0 | $0 |
| FOREIGN TAXES - BAIRD 2566 | $0 | $13,316 | $0 | $0 |
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