YOUTH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- YOUTH FOUNDATION INC (EIN 39-0945311)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-19
- IRS object ID
- 202100789349100310
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-19T15:10:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390945311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUT | BusinessNameControlTxt |
| Phone | 4147784929 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 W CENTER ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532224072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BUSH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4147784929 | PhoneNum |
| Signature | 2021-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | BUSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,801,379 | 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 | $89,112 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,114 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,021 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $180,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,135 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $660 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,004 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $502 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,521 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,119 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,119 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,958 | CashBOYAmt |
| Cash EOY | $16,970 | CashEOYAmt |
| Cash EOYFMV | $16,970 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,518 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $300,485 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $400,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $300,485 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $300,485 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,998,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,984,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,282,670 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $159,736 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,443,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,493,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,801,379 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $218 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,069 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,069 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,042,787 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,041,287 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $400,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $450,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,442,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,491,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,443,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,493,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,442,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,491,440 | SubtotalAmt |
| Other Decreases | $153 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,491,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $442,087 | $445,259 | -$3,172 | -$3,172 |
| SECURITIES | P | $359,052 | $335,030 | $24,022 | $24,022 |
| CAPITAL GAINS DIVIDENDS | P | $23,171 | $23,171 | $23,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,021 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,008 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,008 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $1,029 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT BUSH | IndividualWithBooksNm |
| Phone | 4147784929 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 W CENTER ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532224072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN DAUL | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN MULLER | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SCOTT BUSH | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | SECRETARY | 5.00 | $0 | $0 | $0 |
| LYDIA HEIDEN | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | TREASURER | 1.00 | $0 | $0 | $0 |
| DEBRA KAY | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | ARTS CHAIR | 1.00 | $0 | $0 | $0 |
| LISA EASTMAN | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | SOCIAL SERVICES CHAIR | 1.00 | $0 | $0 | $0 |
| DR GAIL ZIEMAN | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | EDUCATION CHAIR | 1.00 | $0 | $0 | $0 |
| SHEENA POLACHOWSKI | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | FUNDRAISING CHAIR | 1.00 | $0 | $0 | $0 |
| JILL MEIER | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL NIKOLIC | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER STEFANIAK | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH FEUSTEL | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2020, THE YOUTH FOUNDATION AWARDED 78 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 | $93,119 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $89,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,008 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,008 | TotalTaxAmt |
| Distributable Before Adj | $3,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,492 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,640 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,850 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,677 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,241 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,408 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,508 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,916 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,640 | ExcessFromYear4Amt |
| Excess From Year3 | $8,850 | ExcessFromYear3Amt |
| Excess From Year2 | $4,677 | ExcessFromYear2Amt |
| Excess From Year1 | $11,241 | ExcessFromYear1Amt |
| Excess From Current Year | $106,508 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| SCOTT BUSH | |||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | 4147884929 | GRANT 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 CYCLES | THE 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 | |||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | 4147884929 | SCHOLARSHIP 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 YEAR | APPLICANTS 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUDIO & BRAILLE LITERACY ENHANCEMENT INC | |||||||
| 803 W WELLS ST | MILWAUKEE | WI | 53233 | NONE | PC | EDUCATION | $1,000 |
| ABOVE THE CLOUDS | |||||||
| 2432 N TEUTONIA AVE 2 | MILWAUKEE | WI | 53206 | NONE | PC | ARTS | $2,000 |
| AMERICA SCORES MILWAUKEE | |||||||
| 7101 W GOOD HOPE RD | MILWAUKEE | WI | 53203 | NONE | PC | EDUCATION | $1,000 |
| ASSOCIATION FOR THE RIGHTS OF CITIZENS WITH HANDICAPS | |||||||
| 419 FREDERICK ST | WAUKESHA | WI | 53186 | NONE | PC | ARTS/EDUCATION/SOCIAL SERVICES | $500 |
| ARTISTS WORKING IN EDUCATION | |||||||
| 4315 W VLIET ST | MILWAUKEE | WI | 53208 | NONE | PC | ARTS | $500 |
| ARTS AT LARGE | |||||||
| 1100 S 5TH ST | MILWAUKEE | WI | 53204 | NONE | PC | ARTS | $1,850 |
| AUTISM SOCIETY OF SOUTHEASTERN WISCONSIN | |||||||
| 3720 N 124TH ST | WAUWATOSA | WI | 53227 | NONE | PC | SOCIAL SERVICES | $2,000 |
| BADGER BOYS STATE | |||||||
| 2930 AMERICAN LEGION DR | PORTAGE | WI | 53901 | NONE | PC | EDUCATION | $500 |
| BAY VIEW COMMUNITY CENTER OF MILWAUKEE | |||||||
| 1320 E OKLAHOMA AVE | MILWAUKEE | WI | 53207 | NONE | PC | EDUCATION | $2,106 |
| MILWAUKEE PUBLIC SCHOOLS | |||||||
| 2730 N 91ST ST | MILWAUKEE | WI | 53222 | NONE | GOV | SUPPORT BE INSPIRED EDUCATIONAL PROGRAM | $1,500 |
| BETHANY CHRISTIAN SERVICES OF WISCONSIN | |||||||
| N14W23755 STONE RIDGE DR STE 265 | WAUKESHA | WI | 53188 | NONE | PC | SOCIAL SERVICES | $1,000 |
| BLACK ARTS MKE | |||||||
| 929 N WATER ST | MILWAUKEE | WI | 53202 | NONE | PC | ARTS | $500 |
| CARE NET PREGNANCY CENTER OF MILWAUKEE | |||||||
| 4957 W FOND DU LAC AVE | MILWAUKEE | WI | 53216 | NONE | PC | SOCIAL SERVICES | $600 |
| CATHEDRAL CENTER INC | |||||||
| 845 N VAN BUREN ST | MILWAUKEE | WI | 53202 | NONE | PC | SOCIAL SERVICES | $2,000 |
| CITY ON A HILL | |||||||
| 2224 W KILBOURN AVE | MILWAUKEE | WI | 53233 | NONE | PC | EDUCATION | $1,500 |
| COLLEGE POSSIBLE | |||||||
| 1515 N RIVERCENTER DR STE 105 | MILWAUKEE | WI | 53212 | NONE | PC | EDUCATION IN MILWAUKEE | $750 |
| COPS AND KIDS FOUNDATION | |||||||
| PO BOX 146 | SUSSEX | WI | 53089 | NONE | PC | SOCIAL SERVICES | $1,000 |
| COREEL CENTRO | |||||||
| 130 W BRUCE ST | MILWAUKEE | WI | 53204 | NONE | PC | SOCIAL SERVICES | $500 |
| CRAIG CLIFTON INC | |||||||
| 3415 N 47TH ST | MILWAUKEE | WI | 53216 | NONE | PC | ARTS | $500 |
| DANCEWORKS INC | |||||||
| 1661 N WATER ST | MILWAUKEE | WI | 53202 | NONE | PC | ARTS | $750 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN | |||||||
| 11709 W CLEVELAND AVE STE 2 | WEST ALLIS | WI | 53227 | NONE | PC | EDUCATION | $2,500 |
| EASTBROOK ACADEMY | |||||||
| 5375 N GREEN BAY AVE | MILWAUKEE | WI | 53209 | NONE | PC | EDUCATION | $750 |
| EPIC CENTER COMMUNITY ORGANIZATION | |||||||
| 1236 S LAYTON BLVD | MILWAUKEE | WI | 53215 | NONE | PC | ARTS | $500 |
| EX FABULA | |||||||
| 206 E SMITH ST | MILWAUKEE | WI | 53207 | NONE | PC | ARTS | $1,000 |
| HEAR WISCONSIN | |||||||
| 10243 W NATIONAL AVE | WEST ALLIS | WI | 53227 | NONE | PC | EDUCATION | $2,000 |
| HMONG AMERICAN FRIENDSHIP ASSOCIATION INC | |||||||
| 3824 W VLIET ST | MILWAUKEE | WI | 53208 | NONE | PC | EDUCATION | $1,000 |
| HOPE HOUSE OF MILWAUKEE | |||||||
| 209 W ORCHARD ST | MILWAUKEE | WI | 53204 | NONE | PC | SOCIAL SERVICES | $1,000 |
| HUMANE ANIMAL WELFARE SOCIETY OF WAUKESHA | |||||||
| 701 NORTHVIEW RD | WAUKESHA | WI | 53188 | NONE | PC | EDUCATION | $750 |
| HUNGER TASK FORCE | |||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 53214 | NONE | PC | EDUCATION | $750 |
| ISLANDS OF BRILLIANCE | |||||||
| 415 E MENOMONEE ST | MILWAUKEE | WI | 53202 | NONE | PC | EDUCATION | $2,500 |
| JUNIOR ACHIEVEMENT OF WISCONSIN | |||||||
| 11111 W LIBERTY DR | MILWAUKEE | WI | 53224 | NONE | PC | EDUCATION | $1,000 |
| LA CAUSA INC | |||||||
| PO BOX 04188 | MILWAUKEE | WI | 53204 | NONE | PC | SOCIAL SERVICES | $4,350 |
| LATINO ARTS INC | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | NONE | PC | ARTS | $1,428 |
| LIFESTRIDERS INC | |||||||
| S11W29667 SUMMIT AVE | WAUKESHA | WI | 53188 | NONE | PC | SOCIAL SERVICES | $2,000 |
| MILWAUKEE CHAMBER THEATRE | |||||||
| PO BOX 80107 | MILWAUKEE | WI | 53208 | NONE | PC | EDUCATION | $1,000 |
| MILWAUKEE COUNTY HISTORICAL SOCIETY | |||||||
| 910 N THIRD ST | MILWAUKEE | WI | 53217 | NONE | PC | EDUCATION | $750 |
| MILWAUKEE HOMELESS VETERANS INITIATIVE | |||||||
| 6300 W NATIONAL AVE | WEST ALLIS | WI | 53214 | NONE | PC | SUPPORT GENERAL MISSION | $1,000 |
| MILWAUKEE HOMELESS VETERANS INITIATIVE | |||||||
| 6300 W NATIONAL AVE | WEST ALLIS | WI | 53214 | NONE | PC | SOCIAL SERVICES | $2,500 |
| MILWAUKEE REPERTORY THEATRE | |||||||
| 108 E WELLS ST | MILWAUKEE | WI | 53202 | NONE | PC | EDUCATION | $1,000 |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19ST ST | MILWAUKEE | WI | 53233 | NONE | PC | EDUCATION | $1,000 |
| MILWAUKEE TENNIS & EDUCATION FOUNDATION | |||||||
| 3000 N SHERMAN BLVD | MILWAUKEE | WI | 53045 | NONE | PC | EDUCATION | $500 |
| NEIGHBORHOOD HOUSE OF MILWAUKEE | |||||||
| 2819 W RICHARDSON PL | MILWAUKEE | WI | 53208 | NONE | PC | EDUCATION | $1,500 |
| NEXT DOOR FOUNDATION | |||||||
| 2545 N 29TH ST | MILWAUKEE | WI | 53210 | NONE | PC | EDUCATION | $750 |
| PEACE LEARNING CENTER OF MILWAUKEE INC | |||||||
| 3224 N GORDON PL | MILWAUKEE | WI | 53217 | NONE | PC | SOCIAL SERVICES | $1,500 |
| PLAYWORKS EDUCATION ENERGIZED | |||||||
| PO BOX 1603 | MILWAUKEE | WI | 53201 | NONE | PC | EDUCATION | $500 |
| PROJECT CONCERN OF CUDAHY-ST FRANCIS INC | |||||||
| 4611 S KIRKWOOD AVE | CUDAHY | WI | 53110 | NONE | PC | SOCIAL SERVICES | $1,000 |
| QUASIMONDO PHYSICAL THEATRE | |||||||
| 5151 N 35TH ST | MILWAUKEE | WI | 53209 | NONE | PC | ARTS | $500 |
| RENAISSANCE THEATERWORKS | |||||||
| 158 N BROADWY 5TH FLOOR | MILWAUKEE | WI | 53202 | NONE | PC | ARTS | $750 |
| RISEN SAVIOR LUTHERAN | |||||||
| 9550 W BROWN DEER RD | MILWAUKEE | WI | 53224 | NONE | PC | EDUCATION | $1,000 |
| SCHAUER ARTS CENTER | |||||||
| 1147 N RURAL ST | HARTFORD | WI | 53027 | NONE | PC | ARTS | $750 |
| SE WISCONSIN EMERGENCY SUPPORT GROUP | |||||||
| S39W27460 BROOKHILL DR | WAUKESHA | WI | 53189 | NONE | PC | SUPPORT GENERAL MISSION | $500 |
| SEEDS OF HEALTH | |||||||
| 1445 SOUTH 32ND ST | MILWAUKEE | WI | 53215 | NONE | PC | SOCIAL SERVICES | $3,000 |
| SHARP LITERACY | |||||||
| 5775 N GLEN PARK RD 202 | MILWAUKEE | WI | 53209 | NONE | PC | EDUCATION | $2,350 |
| ST ANN CENTER FOR INTERNATIONAL CARE | |||||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 53207 | NONE | PC | SOCIAL SERVICES | $1,500 |
| ST ANTHONY SCHOOL MILWAUKEE | |||||||
| 1727 S 9TH ST | MILWAUKEE | WI | 53204 | NONE | PC | ARTS/EDUCATION/SOCIAL SERVICES | $2,435 |
| ST FRANCIS CHILDREN'S CENTER | |||||||
| 6700 N PORT WASHINGTON RD | MILWAUKEE | WI | 53217 | NONE | PC | SOCIAL SERVICES | $1,500 |
| ST JOSEPH ACADEMY | |||||||
| 1600 W OKLAHOMA AVE | MILWAUKEE | WI | 53215 | NONE | PC | EDUCATION | $700 |
| ST MARCUS LUTHERAN SCHOOL | |||||||
| 2215 N PALMER ST | MILWAUKEE | WI | 53209 | NONE | PC | EDUCATION | $500 |
| ST THOMAS MOORE HIGH SCHOOL | |||||||
| 2601 E MORGAN AVE | MILWAUKEE | WI | 53207 | NONE | PC | EDUCATION | $500 |
| TBEY ARTS CENTER INC | |||||||
| 2266 N PROSPECT AVE STE 325B | MILWAUKEE | WI | 53202 | NONE | PC | ARTS | $1,500 |
| THE MILWAUKEE CHORISTERS INC | |||||||
| PO BOX 26301 | MILWAUKEE | WI | 53226 | NONE | PC | ARTS | $600 |
| THOREAU SCHOOL | |||||||
| 7878 N 60TH ST | MILWAUKEE | WI | 53233 | NONE | PC | EDUCATION/ARTS/SOCIAL SERVICES | $500 |
| TOP FLIGHT DEFENSE INC | |||||||
| 1300 PRAIRIE CREEK TRAIL | JOLIET | IL | 60431 | NONE | PC | SUPPORT GENERAL MISSION | $200 |
| UNITED COMMUNITY CENTER INC | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 53204 | NONE | PC | EDUCATION | $750 |
| UNITED NEIGHBORHOOD CENTERS OF MILWAUKEE | |||||||
| 710 N PLANKINTON AVE 740 | MILWAUKEE | WI | 53203 | NONE | PC | SOCIAL SERVICES | $2,000 |
| UNITY IN MOTION INC | |||||||
| PO BOX 511131 | MILWAUKEE | WI | 53203 | NONE | PC | EDUCATION | $500 |
| UPSTREAM ARTS INC | |||||||
| 3501 CHICAGO AVE S | MINNEAPOLIS | MN | 55407 | NONE | PC | ARTS | $1,500 |
| VARIETY - THE CHILDREN'S CHARITY OF WISCONSIN | |||||||
| 12425 KNOLL RD STE 120 | ELM GROVE | WI | 53122 | NONE | PC | SOCIAL SERVICES | $1,500 |
| VICTORY GARDEN INITIATIVE | |||||||
| 249 E CONCORDIA AVE | MILWAUKEE | WI | 53212 | NONE | PC | EDUCATION | $1,000 |
| VISION FORWARD ASSOCIATION INC | |||||||
| 912 N HAWLEY RD | MILWAUKEE | WI | 53213 | NONE | PC | SOCIAL SERVICES/EDUCATION | $1,250 |
| WILD SPACE DANCE COMPANY | |||||||
| 820 E KNAPP ST | MILWAUKEE | WI | 53202 | NONE | PC | ARTS | $750 |
| WISCONSIN CONSERVATORY OF MUSIC | |||||||
| 1584 N PROSPECT AVE | MILWAUKEE | WI | 53202 | NONE | PC | EDUCATION | $750 |
| YMCA OF METRO MILWAUKEE | |||||||
| 161 W WISCONSIN AVE STE 4000 | MILWAUKEE | WI | 53203 | NONE | PC | SOCIAL SERVICES | $750 |
| GRACE GLAXZCZ | |||||||
| W640 SAYLESVILLE RD | RUBICON | WI | 53078 | N/A | I | SCHOLARSHIP | $1,000 |
| GRACEE DUNNE | |||||||
| 1557 ST AUGUSTINE RD | HARTFORD | WI | 53027 | N/A | I | SCHOLARSHIP | $1,000 |
| LUKE HUPFER | |||||||
| 2266 NEWARK DR E | WEST BEND | WI | 53090 | N/A | I | SCHOLARSHIP | $1,000 |
| MADELINE BUSHMAN | |||||||
| 501 WILDWOOD RIDGE | COLGATE | WI | 53017 | N/A | I | SCHOLARSHIP | $1,000 |
| MARGARETE COLLINS | |||||||
| 2124 N 70TH ST | WAUWATOSA | WI | 53213 | N/A | I | SCHOLARSHIP | $1,000 |
| EMMALINE LAGERMAN | |||||||
| W264N7150 THOUSAND OAKS DR | SUSSEX | WI | 53089 | N/A | I | SCHOLARSHIP | $1,000 |
| JASON KLINK | |||||||
| 6585 COUNTY RD DW | ALLENTON | WI | 53002 | N/A | I | SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,119 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,114 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,021 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,135 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1c | $13,000 | ADMINISTRATIVE SERVICES |
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1b(4) | $0 | ADMINISTRATIVE SERVICES |
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1b(6) | $0 | ADMINISTRATIVE SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALAN D EISENBERG CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GMAR 12300 W CENTER ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532224072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,320 | Amt |
| Net Investment Income | $660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $660 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,984,383 | EOYBookValueAmt |
| EOYFMV | $2,282,670 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ALAN EISENBERG CHARITABLE TRUST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $150,000 | EOYBookValueAmt |
| EOYFMV | $159,736 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $153 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $5,023 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $502 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,521 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $16,128 | $16,128 | $0 |
| MANAGEMENT FEES | $13,000 | $1,300 | $11,700 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN D EISENBERG REVOCABLE TRUST | BusinessNameLine1Txt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $3,004 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments