ROS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROS FOUNDATION (EIN 39-1948463)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-12
- IRS object ID
- 202522249349100607
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-12T09:43:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTERNATIONAL STE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391948463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSF | BusinessNameControlTxt |
| Phone | 4142816000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76TH STREET 211 | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN L RIORDAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4142816000 | PhoneNum |
| Signature | 2025-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT A NEPPER | PreparerPersonNm |
| PTIN | P00658268 | PTIN |
| Phone | 8479410100 | PhoneNum |
| Preparation | 2025-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,897,455 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $637 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $98,578 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98,578 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,313,091 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,308,542 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $448,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,893,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $448,598 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,808 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,808 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,873,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,868,526 | 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 | $17,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,897 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,898 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $303,372 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $303,372 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $150 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,604 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $541 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $371,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $315,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,090,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,090,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,461,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $315,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,099,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$587,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,553,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,848,981 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $206,816 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $206,816 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $14,359 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,359 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $35,316,996 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $25,582,339 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $26,621,152 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,583,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,814,374 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,285,172 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,069,503 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,265,309 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,172,012 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,108,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,119,866 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,554,772 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,478,078 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,478,078 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,473,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,469,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,897,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $61,473,722 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $61,469,401 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,473,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,469,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,473,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,469,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,473,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$587,726 | ExcessRevenueOverExpensesAmt |
| Other Increases | $583,405 | OtherIncreasesAmt |
| Subtotal | $61,469,401 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,469,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $23,876,278 | $23,445,207 | $431,071 | $431,071 |
| CAPITAL GAINS DIVIDENDS | P | $17,527 | $17,527 | $17,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $448,598 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,800 | 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 | $50,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $947 | EsPenaltyAmt |
| Overpayment | $14,359 | OverpaymentAmt |
| Applied To ES Tax | $14,359 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | LYNNE MILLER | IndividualWithBooksNm |
| Phone | 4142816000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76TH STREET 211 | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN RIORDAN | ||||||||
| C/O 4811 S 76TH STREET SUITE 211 | GREENFIELD | WI | 53220 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| SUSAN L RIORDAN | ||||||||
| C/O 4811 S 76TH STREET SUITE 211 | GREENFIELD | WI | 53220 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & COMPANY INCORPORATED | |||||
| 501 NORTH BROADWAY | ST LOUIS | MO | 63102 | INVESTMENT MANAGEMENT SERVICES | $142,583 |
| REALTY MANAGEMENT CONSULTANTS INC | |||||
| 4811 S 76TH ST STE 211 | MILWAUKEE | WI | 53220 | ACCOUNTING/MANAGEMENT SERVICES | $82,500 |
| RAYMOND JAMES & ASSOCIATES | |||||
| 120 S RIVERSIDE PLZ STE 700 | CHICAGO | IL | 60606 | INVESTMENT MANAGEMENT SERVICES | $78,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $59,836,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,090,765 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,469,493 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,396,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,396,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,070,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,326,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,516,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,516,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,494 | TotalTaxAmt |
| Distributable Before Adj | $3,480,808 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,480,808 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,480,808 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,099,439 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,099,439 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,480,808 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $555,883 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $252,945 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $287,042 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,095,870 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,099,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,099,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $381,369 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $381,369 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $714,501 | 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 | $714,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $174,514 | ExcessFromYear4Amt |
| Excess From Year3 | $252,945 | ExcessFromYear3Amt |
| Excess From Year2 | $287,042 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ROS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4811 S 76TH STREET STE 211 | AddressLine1Txt |
| City | GREENFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142816000 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED. BROCHURES AND LETTERS STATING CHARITABLE PURPOSE PREFERRED. INCLUDE COPY OF IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANA'S FRIENDS GUARDIAN AD LITEM FOUNDATION | ||||||||
| 11691 GATEWAY BLVD STE 102 | FORT MYERS | FL | 33913 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| ABOVE THE CLOUDS | ||||||||
| PO BOX 16122 | MILWAUKEE | WI | 53216 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| ABUSE COUNSELING AND TREATMENT INC | ||||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| ACTS HOUSING - MILWAUKEE | ||||||||
| 2614 W VLIET STREET | MILWAUKEE | WI | 53205 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| ALL KIDS CAN LEARN INTERNATIONAL INC | ||||||||
| 224 N WASHINGTON ST | HAVRE DE GRACE | MD | 21078 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| ALVERNO COLLEGE | ||||||||
| 3400 SOUTH 43RD STREET | MILWAUKEE | WI | 53219 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| AMERICAN RED CROSS WISC CHAPTER | ||||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| ARTS AT LARGE INC | ||||||||
| 1100 S 5TH STREET | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| AWE ARTISTS WORKING IN EDUCATION | ||||||||
| 4315 W VLIET STREET | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| BAY VIEW COMMUNITY CENTER OF MILWAUKEE INC | ||||||||
| 1320 E OKLAHOMA AVE | MILWAUKEE | WI | 532072457 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| BENEDICT CENTER | ||||||||
| 1849 N DOCTOR MLK JR DRIVE SUITE | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | 101 |
| BETTER TOGETHER | ||||||||
| 15270 COLLIER BLVD SUITE 201-284 | NAPLES | FL | 34119 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| BIG BROTHERS & BIG SISTERS OF METRO MILWAUKEE INC | ||||||||
| 788 NORTH JEFFERSON STREET SUITE | MILWAUKEE | WI | 532023739 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | 600 |
| BOYS & GIRLS CLUB OF COLLIER COUNTY | ||||||||
| 7500 DAVIS BOULEVARD | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| BOYS & GIRLS CLUBS OF GREATER MILWAUKEE | ||||||||
| 1558 N 6TH STREET | MILWAUKEE | WI | 532123845 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| BREAD OF HEALING CLINIC | ||||||||
| 1821 N 16TH STREET | MILWAUKEE | WI | 53205 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CAMP FOR KIDS CO GREATER MILWAUKEE FOUNDATION | ||||||||
| 101 W PLEASANT ST SUITE 210 | MILWAUKEE | WI | 532023157 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CATHEDRAL CENTER | ||||||||
| 710 N PLANKINTON AVE 803 | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| CENTER FOR GREAT APES | ||||||||
| P O BOX 488 | WAUCHULA | FL | 33873 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CENTER FOR VETERANS ISSUES | ||||||||
| 3400W WISCONSIN AV | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| CENTER FOR WORKING FAMILIES INC | ||||||||
| 12605 W NORTH AVE 130 | BROOKFIELD | WI | 530054629 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CHIX 4 A CAUSE | ||||||||
| PO BOX 871 | WEST BEND | WI | 53095 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CHOSEN INC | ||||||||
| 400 TRAVIS LANE 30 | WAUKESHA | WI | 53186 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CITY ON A HILL | ||||||||
| 2224 W KILBOURN AVE | MILWAUKEE | WI | 53233 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| COMMUNITY WAREHOUSE | ||||||||
| 521 S 9TH STREET | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| CONSERVANCY OF SW FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CONVERGENCY RESOURCE CENTER | ||||||||
| 7961 N 76TH STREET | MILWAUKEE | WI | 53223 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| CORNELL LAB OF ORNITHOLOGY | ||||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| DEFENDERS OF WILDLIFE | ||||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| DOG IS MY COPILOT | ||||||||
| PO BOX 3399 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| DOMINICAN CENTER FOR WOMEN INC | ||||||||
| 2470W LOCUST ST | MILWAUKEE | WI | 53206 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| EBENEZER STONEE MINISTRIES | ||||||||
| P O BOX 341591 | MILWAUKEE | WI | 53234 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| EISENHOWER CENTER | ||||||||
| 4425 W WOOLWORTH AVE | MILWAUKEE | WI | 53218 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| EQUAMORE SANCTUARY FOUNDATION | ||||||||
| 4723 HWY 66 | ASHLAND | OR | 97520 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| FAITH HOPE & LOVE | ||||||||
| 1718 LAYARD AVENUE | RACINE | WI | 53404 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| FEEDING AMERICA EASTERN WI | ||||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $200,000 | |
| FOSTERING SUCCESS | ||||||||
| 3050 HORSESHOE DR NORTH UNIT 260 | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| HARRY CHAPIN FOOD BANK - NAPLES | ||||||||
| 3940 PROSPECT AVENUE | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $200,000 | |
| HEAR WISCONSIN | ||||||||
| 10243 W NATIONAL AVENUE | WEST ALLIS | WI | 53227 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| HEARTLOVE PLACE INC | ||||||||
| 2207 N 2ND STREET | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| HMONG AMERICAN PEACE ACADEMY | ||||||||
| 4601 N 84TH ST | MILWAUKEE | WI | 53225 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| HOPE CENTER | ||||||||
| 502 N EAST AVENUE | WAUKESHA | WI | 53186 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| HOPE HOUSE OF MILWAUKEE INC | ||||||||
| 209 W ORCHARD | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| HUMANE SOCIETY OF NAPLES | ||||||||
| 370 AIRPORT-PULLING RD N | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| HUNGER TASK FORCE OF MILWAUKEE | ||||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 532141966 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $200,000 | |
| IMPACT ALCOHOL & OTHER DRUG ABUSE SERVICES INC | ||||||||
| 6737 W WASHINGTON AV SUITE 2225 | MILWAUKEE | WI | 53214 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $75,000 | |
| INDIAN COMMUNITY SCHOOL OF MILWAUKEE INC | ||||||||
| 10405 WEST ST MARTINS ROAD | FRANKLIN | WI | 53132 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| JOBSWORK MKE INC | ||||||||
| PO BOX 12360 | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| JOURNEY HOUSE | ||||||||
| 2110 W SCOTT ST | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| JUSTICE POINT INC | ||||||||
| 205 W HIGHLAND AVE SUITE 509 | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| JUNIOR ACHIEVEMENT OF WISCONSIN | ||||||||
| 11111 W LIBERTY DR | MILWAUKEE | WI | 53224 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| KINSHIP COMMUNITY FOOD CENTER | ||||||||
| 317 W NATIONAL AVE | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| LA CAUSA CRISIS NURSERY PROGRAM | ||||||||
| PO BOX 04188 | MILWAUKEE | WI | 532040188 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| LAD LAKE INC | ||||||||
| PO BOX 158 | DOUSMAN | WI | 53118 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| LEAD2CHANGE | ||||||||
| 5215 N IRONWOOD ROAD SUITE 200 | MILWAUKEE | WI | 53217 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| LIFE NAVIGATORS | ||||||||
| 7203 W CENTER STREET | WAUWATOSA | WI | 53210 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| LIFELINE PILOTS INC | ||||||||
| 4507 N STERLING AVE SUITE 402 | PEORIA | IL | 61615 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| LOTUS LEGAL CLINIC | ||||||||
| 130 W BRUCE STREET SUITE 450 | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| MBHS MACCANON BROWN HOMELESS SANCTUARY | ||||||||
| PO BOX 80165 | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| MILWAUKEE CENTER FOR CHILDREN AND YOUTH | ||||||||
| 2004 N DR MARTIN LUTHER KING DR | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| MILWAUKEE HOMELESS VETERANS INITIATIVE | ||||||||
| PO BOX 14575 | WEST ALLIS | WI | 53214 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $30,000 | |
| MILWAUKEE RESCUE MISSION | ||||||||
| 830 19TH STREET | MILWAUKEE | WI | 532331616 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| MILWAUKEE YOUTH SYMPHONY ORCHESTRA | ||||||||
| 325 W WALNUT ST | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| MILWAUKEE DIAPER MISSION | ||||||||
| 9600 S FRANKLIN DR | FRANKLIN | WI | 53132 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| NATIONAL ANTI-VIVISECTION SOCIETY | ||||||||
| 53 WEST JACKSON BOULEVARD NO 1552 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| P O BOX 1583 | MERRIFIELD | VA | 221161583 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| NATIVITY JESUIT ACADEMY - SOUTHSIDE HISPANIC YOUTH | ||||||||
| 1515 SOUTH 29TH STREET | MILWAUKEE | WI | 53215 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| NEIGHBORHOOD HOUSE OF MILWAUKEE | ||||||||
| 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| NEXT DOOR FOUNDATION INC | ||||||||
| 2545 N 29TH STREET | MILWAUKEE | WI | 53224 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC | ||||||||
| 18011 S TAMIAMI TRAIL 16-106 | FORT MEYERS | FL | 33908 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| PACE CENTER FOR GIRLS INC | ||||||||
| ONE WEST ADAMS STREET SUITE 301 | JACKSONVILLE | FL | 32202 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| PATHFINDERS MILWAUKEE INC | ||||||||
| 4200 N HOLTON AVENUE 400 | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| PATHWAYS EARLY EDUCATION CENTER | ||||||||
| 4060 TAMIAMI TRAIL N UNIT 1 | NAPLES | FL | 34103 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| PETA | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| PETER STATHAS DANCE INC | ||||||||
| P O BOX 11410 | SHOREWOOD | WI | 53211 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | ||||||||
| 5100 WISCONSIN AVENUE NW 400 | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| PINE VIEW WILDLIFE REHABILITATION AND EDUCATION CENTER | ||||||||
| W4953 HIGHWAY H | FREDONIA | WI | 530219725 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| PREVENT BLINDNESS WISCONSIN | ||||||||
| 731 N JACKSON SUITE 405 | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| PRIMATES INC | ||||||||
| P O BOX 7384 | MADISON | WI | 53707 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| PROFESSIONAL FIREFIGHTERS OF WI CHARITABLE FOUNDATION | ||||||||
| 321 EAST MAIN ST STE 200 | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| PROJECT CHIMPS | ||||||||
| P O BOX 2140 | BLUE RIDGE | GA | 30513 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| PROVIDENCE HOUSE | ||||||||
| P O BOX 128 | NAPLES | FL | 34106 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| REDEEM AND RESTORE CENTER | ||||||||
| PO BOX 342 | PEWAUKEE | WI | 53072 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| REPAIRERS OF THE BREACH | ||||||||
| 1335 W VLIET STREET PO BOX 05648 | MILWAUKEE | WI | 53205 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| REVITALIZE MILWAUKEE INC | ||||||||
| 700 W VIRGINIA STREET SUITE 306 | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 8948 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| RUNNING REBELS COMMUNITY ORGANIZATION | ||||||||
| 225 W CAPITAL DRIVE | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $40,000 | |
| SEA TURTLE CONSERVANCY | ||||||||
| 4581 NW 6TH STREET SUITE A | GAINESVILLE | FL | 32609 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| SEEDS OF HEALTH INC | ||||||||
| 1445S 32ND ST | MILWAUKEE | WI | 53215 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| SERVING OLDER ADULTS OF SE WI | ||||||||
| 4420 W VLIET STREET | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| SHELDRICK WILDLIFE TRUST USA | ||||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| SHELTER FOR ABUSED WOMEN & CHILDREN | ||||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| SILVER SPRING NEIGHBORHOOD CENTER | ||||||||
| 5460 W 64TH ST | MILWAUKEE | WI | 53218 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| SOJOURNER FAMILY PEACE CENTER | ||||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| ST MARCUS SCHOOL | ||||||||
| 2215 NORTH PALMER STREET | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| ST ANN'S INTERGENERATIONAL CARE CENTER | ||||||||
| 2801 E MORGAN AVE | MILWAUKEE | WI | 532073771 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| STREET ANGELS | ||||||||
| PO BOX 342435 | MILWAUKEE | WI | 53234 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| SWFL REGIONAL HUMAN TRAFFICKING COALITION | ||||||||
| 6900-29 DANIELS PARKWAY 338 | FORT MYERS | FL | 33912 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| TEENS GROW GREENS | ||||||||
| 322 E MICHIGAN ST SUITE 204 | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| THE ABILITY CENTER | ||||||||
| 10300 W WISCONSIN AV | WAUWATOSA | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| THE ELEPHANT SANCTUARY IN TENNESSEE | ||||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $30,000 | |
| THE FIRST TEE OF SE WISCONSIN | ||||||||
| 11350 W THEODORE TRECKER WAY | WEST ALLIS | WI | 53214 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $15,000 | |
| THE FONDY FOOD CENTER | ||||||||
| 1655 N MAYFAIR RD PO BOX 26607 | WAUWATOSA | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| THE SUNLIGHT HOME | ||||||||
| P O BOX 9194 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| THE WALER SCHROEDER AQUATIC CENTER | ||||||||
| 9240 N GREEN BAY ROAD | BROWN DEER | WI | 532091104 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| THE WOMENS CENTER | ||||||||
| 505 NORTH EAST AVENUE | WAUKESHA | WI | 53186 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| URBAN ECOLOGY CENTER INC | ||||||||
| 1500 E PARK PLACE | MILWAUKEE | WI | 53211 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| VERSITI BLOOD RESEARCH INSTITUTE FOUNDATION | ||||||||
| 8733 W WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| WISCONSIN VETERANS NETWORK | ||||||||
| 6317 W GREENFIELD AVE | WEST ALLIS | WI | 53214 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| VETERANS OUTREACH OF WISCONSIN | ||||||||
| 1624 YOUT STREET | RACINE | WI | 53404 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| VICTIMS OF VIOLENCE BURIAL FUND | ||||||||
| 11414 W PARK PLACE STE 202 | MILWAUKEE | WI | 53223 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| VISION FORWARD | ||||||||
| 912 NORTH HAWLEY ROAD | MILWAUKEE | WI | 53213 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $75,000 | |
| WALKER'S POINT YOUTH AND FAMILY CENTER | ||||||||
| 1123 N WATER ST SUITE 400 | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| WAR MEMORIAL CENTER | ||||||||
| 750 N LINCOLN MEMORIAL DRIVE | MILWAUKEE | WI | 53202 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $10,000 | |
| WARM UP WINTER | ||||||||
| 2972 SOUTH SUPERIOR ST | MILWAUKEE | WI | 53207 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $5,000 | |
| WISCONSIN ADAPTIVE SPORTS ASSOCIATION | ||||||||
| 715 TALON DRIVE | BROOKFIELD | WI | 53045 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| WILDLIFE IN NEED CENTER LTD | ||||||||
| W349 S1480 WATERVILLE RD SUITE B | OCONOMOWOC | WI | 53066 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $25,000 | |
| WISCONSIN HUMANE SOCIETY | ||||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 532083156 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $50,000 | |
| YOUTH HAVENSW FL SHELTER | ||||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| ZOOLOGICAL SOCIETY OF MILWAUKEE CTY | ||||||||
| 10005 W BLUEMOUND ROAD | MILWAUKEE | WI | 53226 | NONE | PUBLIC CHARITY | GENERAL OPERATING PURPOSES | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,090,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,578 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,313,091 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,808 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $448,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,873,075 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,873,075 | 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 | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,795 | Amt |
| Net Investment Income | $8,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,898 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REQUIRED UNDER REG. SEC. 53.4942(A)-3(B)(7)(II) | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | STATEMENT REQUIRED UNDER REG. SEC. 53.4942(A)-3(B)(7)(II) FOR AMOUNTS SET ASIDE IN 2013NATURE AND PURPOSES OF THE SPECIFIC PROJECT FOR WHICH AMOUNTS ARE SET ASIDE: THE FUNDS WERE USED IN HONOR OF THE FAMILY UNITY INTERNATIONAL WORKING BOYS CENTER 50TH ANNIVERSARY AND RELATED COMMERATIVE PROJECTS.THE AMOUNTS SET ASIDE FOR THE PROJCET DESCRIBED ABOVE WILL BE PAID ON AUGUST 9, 2014.THE PROJECT DESCRIBED ABOVE WILL NOT BE COMPLETED BEFORE THE END OF THE TAXABLE YEAR IN WHICH THE SET-ASIDE WAS MADE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES - FIXED INCOME | $128,251 | $109,368 |
| RAYMOND JAMES - FUNDS | $324,705 | $302,827 |
| STIFEL - FIXED INCOME | $12,812,353 | $12,759,817 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES - STOCK | $4,063,543 | $6,182,592 |
| STIFEL - EQUITIES | $8,196,203 | $15,567,751 |
| STIFEL - PREFERREDS | $554,628 | $534,829 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $25,582,339 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $26,621,152 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES - REAL ESTATE INVESTMENT TRUSTS | AT COST | $32,953 | $32,306 |
| STIFEL - MUTUAL FUNDS | AT COST | $1,075,173 | $1,087,560 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARROW DIVERSIFIED ENTERPRISES INC. NOTE RECEIVABLE | $8,507,128 | $8,418,126 | $8,418,126 |
| WASHINGTON STS RE INVESTMENT | $40,349 | $40,684 | $40,684 |
| LCM FUNDS 20 LLC INVESTMENT | $7,295 | $14,268 | $14,268 |
| DUE FROM RMC | $0 | $5,000 | $5,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADEI INSURANCE | $2,063 | $2,063 | $0 |
| BANK FEES | $1,056 | $528 | $528 |
| OFFICE EXPENSES | $26 | $13 | $13 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LCM FUNDS 20, LLC | $9,223 | $9,223 | $9,223 |
| WASHINGTON STS RE INVESTMENT | $3,585 | $3,585 | $3,585 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BROKER BASIS ADJUSTMENTS | $343,256 |
| RETURN OF PRINCIPAL | $240,149 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES - RAYMOND JAMES | $78,289 | $78,289 | $0 |
| MANAGEMENT FEES | $82,500 | $82,500 | $0 |
| INVESTMENT ADVISOR FEES - STIFEL | $142,583 | $142,583 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD AT SOURCE | $150 | $150 | $0 |
| EXCISE TAXES PAID | $46,976 | $0 | $0 |
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