WEST BEND COMMUNITY FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WEST BEND COMMUNITY FOUNDATION INC (EIN 39-1971548)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349305704
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T11:49:58-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 S 7TH ST STE 4200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391971548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST BEND COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREATER MILWAUKEE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4142725805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W PLEASANT ST NO 210 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN ROBERTSON | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 4142725805 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEN | PersonFirstNm |
| Person Last | ROBERTSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONROE J GIERL | PreparerPersonNm |
| PTIN | P01413237 | PTIN |
| Phone | 6123055000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEN ROBERSTSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W PLEASANT ST NO 210 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,599,422 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,130,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,712,243 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,294,457 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,742,129 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,424,954 | PYTotalRevenueAmt |
| CY Total Revenue | $6,454,372 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,985,492 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,066,432 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $429,291 | PYOtherExpensesAmt |
| CY Other Expenses | $465,816 | CYOtherExpensesAmt |
| PY Total Expenses | $5,414,783 | PYTotalExpensesAmt |
| CY Total Expenses | $4,532,248 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,171 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,922,124 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,277,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,541,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,898,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,808,634 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,378,211 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,733,276 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,066,432 | ExpenseAmt |
| Grant | $4,066,432 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE OTHE WEST BEND COMMUNITY FOUNDATION, INC. WAS FORMED TO OPERATE AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE TO RECEIEVE CONTRIBUTIONS FROM WEST BEND AREA RESIDENTS AND DISTRIBUTE THEM IN SUPPORT OF THE GREATER MILWAUKEE FOUNDATION. THE GREATER MILWAUKEE FOUNDATION IS A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) OF THE INTERNAL REVENUE CODE.AS SET FORTH IN THE WEST BEND COMMUNITY FOUNDATION, INC'S ARTICLES OF INCORPORATION, "THE CORPORATION IS ORGANIZED, AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC, AND LITERARY PURPOSES WITHIN THE MEANING OF I.R.C. SECTION 501(C)(3), AND EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OR, AND/OR TO CARRY OUT THE PURPOSES OF GREATER MILWAUKEE FOUNDATION, A WISCONSIN CHARITABLE TRUST ORGANIZED PURSUANT TO A DECLARATION OF TRUST.....INCLUDING THE CARRYING ON OF SUCH OF GREATER MILWAUKEE FOUNDATION'S PROGRAMS AS THE BOARD OF DIRECTORS OF THIS CORPORATION FROM TIME TO TIME DEEM TO BE SUITABLE AND APPROPRIATE. THE PHRASE 'SUCH OF GREATER MILWAUKEE FOUNDATION'S PROGRAMS' MEANS CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC AND LITERARY PROJECTS AND ACTIVITIES OF THE KIND THAT GREATER MILWAUKEE FOUNDATION...SUPPORTS AND THAT ARE LOCATED PRIMARILY IN THE GREATER WEST BEND, WISCONSIN AREA". | Desc |
| Total Program Service Expenses | $4,066,432 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142725805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W PLEASANT STE 210 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| PETER ZIEGLER | |||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN KIECKHAFER | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES DANAHER | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONNIE SCHMIDT | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA STRACHOTA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN STEINER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROB JOHNSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN ERICSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLAIRE ROLFS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES O'MEARA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL GEHL | |||||||
| DIRECTOR (END 6/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE PRESCOTT | |||||||
| DIRECTOR (END 6/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN O'MEARA | |||||||
| DIRECTOR (END 6/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEN ROBERTSON | |||||||
| ASSISTANT TREASURER | 0.00 | 40.00 | Yes (X) | $0 | $207,769 | $22,515 | |
| ELLEN GILLIGAN | |||||||
| ASSISTANT SECRETARY | 0.00 | 40.00 | Yes (X) | $0 | $368,480 | $42,515 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $576,249 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,030 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $375,000 | RelatedOrganizationsAmt |
| All Other Contributions | $2,337,243 | AllOtherContributionsAmt |
| Noncash Contributions | $984,845 | NoncashContributionsAmt |
| Total Contributions | $2,712,243 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $452,169 | TotalRevenueColumnAmt |
| Exclusion | $452,169 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,435,010 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,145,050 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,289,960 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,289,960 | TotalRevenueColumnAmt |
| Exclusion | $3,289,960 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,454,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,742,129 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,066,432 | TotalAmt |
| Program Services | $4,066,432 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,721 | TotalAmt |
| Management And General | $149,721 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837 | TotalAmt |
| Management And General | $837 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| ADMIN FEES | $303,900 | $303,900 |
| CUSTODIAL FEES | $11,358 | $11,358 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,532,248 | TotalAmt |
| Program Services | $4,066,432 | ProgramServicesAmt |
| Management And General | $465,816 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,926 | BOYAmt |
| EOY | $441,351 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,553,901 | BOYAmt |
| EOY | $66,850,559 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,277,061 | BOYAmt |
| EOY | $67,541,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,898,850 | BOYAmt |
| EOY | $1,808,634 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,898,850 | BOYAmt |
| EOY | $1,808,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,378,211 | BOYAmt |
| EOY | $65,733,276 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,378,211 | BOYAmt |
| EOY | $65,733,276 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,277,061 | BOYAmt |
| EOY | $67,541,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,922,124 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,432,941 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396036407 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 32 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,016,095 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,642,572 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $58,114,020 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,378,273 | BeginningYearBalanceAmt |
| Contributions | $2,712,242 | ContributionsAmt |
| Investment Earnings Or Losses | $8,013,985 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,066,432 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $304,073 | AdministrativeExpensesAmt |
| End Year Balance | $65,733,995 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,955,885 | BeginningYearBalanceAmt |
| Contributions | $3,130,497 | ContributionsAmt |
| Investment Earnings Or Losses | $7,704,713 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,985,492 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $427,330 | AdministrativeExpensesAmt |
| End Year Balance | $59,378,273 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,500,554 | BeginningYearBalanceAmt |
| Contributions | $4,604,709 | ContributionsAmt |
| Investment Earnings Or Losses | -$905,697 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,961,962 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $281,719 | AdministrativeExpensesAmt |
| End Year Balance | $53,955,885 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,958,359 | BeginningYearBalanceAmt |
| Contributions | $2,487,115 | ContributionsAmt |
| Investment Earnings Or Losses | $7,884,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,585,327 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $244,238 | AdministrativeExpensesAmt |
| End Year Balance | $54,500,554 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,355,690 | BeginningYearBalanceAmt |
| Contributions | $2,911,930 | ContributionsAmt |
| Investment Earnings Or Losses | $3,171,358 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,254,222 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $226,397 | AdministrativeExpensesAmt |
| End Year Balance | $46,958,359 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY S FINANCIAL STATEMENTS. ASC TOPIC 740 PRESCRIBES A MORE-LIKELY THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC TOPIC 740, TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. THE FOUNDATION DOES NOT HAVE A LIABILITY RECORDED FOR UNRECOGNIZED TAX BENEFITS. |
| PART V, LINE 4 | ALL ENDOWMENT FUNDS ARE INVESTED TO GENERATE A PERMANENT SOURCE OF INCOME. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION | |||||||
| 320 S 5TH AVE | WEST BEND | WI | 53095 | 391978351 | 501(C)(3) | $500,000 | CAMPAIGN |
| HISTORIC WEST BEND THEATRE | |||||||
| 125 N MAIN ST | WEST BEND | WI | 53095 | 812527857 | 501(C)(3) | $294,000 | THE CAPITAL CAMPAIGN |
| RIVEREDGE NATURE CENTER INC | |||||||
| PO BOX 26 | NEWBURG | WI | 53060 | 396108549 | 501(C)(3) | $267,743 | OPERATING SUPPORT |
| WASHINGTON COUNTY HISTORICAL SOCIETY INC | |||||||
| 320 S 5TH AVE | WEST BEND | WI | 53095 | 396094332 | 501(C)(3) | $257,334 | THE 100 EXTRAORDINARY WOMEN CAMPAIGN |
| MUSEUM OF WISCONSIN ART INC | |||||||
| 205 VETERANS AVENUE | WEST BEND | WI | 53095 | 391017647 | 501(C)(3) | $246,920 | OPERATING SUPPORT |
| UNITED WAY OF WASHINGTON COUNTY | |||||||
| PO BOX 304 | WEST BEND | WI | 53095 | 237281696 | 501(C)(3) | $152,511 | THE 2019 CAMPAIGN |
| WEST BEND HIGH SCHOOLS | |||||||
| 1305 E DECORAH RD | WEST BEND | WI | 53095 | 396005127 | GOVERNMENT | $150,000 | SCHOLARSHIP/WEST BEND HIGH SCHOO |
| KETTLE MORAINE YMCA | |||||||
| 1111 W WASHINGTON ST | WEST BEND | WI | 53095 | 391175559 | 501(C)(3) | $134,793 | CHILDCARE SERVICES |
| FAMILY PROMISE OF WASHINGTON COUNTY | |||||||
| 724 ELM ST UNIT 102 | WEST BEND | WI | 530953220 | 270740203 | 501(C)(3) | $113,681 | SUSTAINING SUPPORT |
| VOLUNTEER CENTER OF WASHINGTON COUNTY | |||||||
| 303 WATER ST B | WEST BEND | WI | 53095 | 391444248 | 501(C)(3) | $97,134 | THE CHAMPIONS OF CHANGE AWARD DINNER |
| BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY INC | |||||||
| 103 S MAIN ST | WEST BEND | WI | 530953353 | 391214215 | 501(C)(3) | $95,554 | SUSTAINING SUPPORT |
| DR JAMES E ALBRECHT FREE CLINIC INC | |||||||
| PO BOX 632 | WEST BEND | WI | 53090 | 391839654 | 501(C)(3) | $95,499 | THE BUSINESS CHALLENGE |
| THRESHOLD INC | |||||||
| 600 ROLFS RD | WEST BEND | WI | 530902699 | 391102430 | 501(C)(3) | $81,054 | THE 2020 SWEEPSTAKES EVENT |
| BOYS & GIRLS CLUBS OF WASHINGTON COUNTY INC | |||||||
| 925 N SILVERBROOK DR | WEST BEND | WI | 530902487 | 391773689 | 501(C)(3) | $77,735 | THE SILVER LINING 5K RUN FOR KIDS |
| WEST BEND BASEBALL ASSOCIATION | |||||||
| 5517 OVERLOOK CIRCLE | WEST BEND | WI | 53095 | 743068447 | 501(C)(3) | $75,000 | IMPROVEMENTS AT CARL KUSS FIELD |
| RONCALLI HIGH SCHOOL | |||||||
| 2000 MIRRO DR | MANITOWOC | WI | 54220 | 391046808 | GOVERNMENT | $70,000 | THE PIERSIDE AUCTION |
| FEEDING AMERICA EASTERN WISCONSIN INC | |||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 532051299 | 391384593 | 501(C)(3) | $56,000 | COVID-19 RELIEF EFFORTS |
| CASA GUADALUPE EDUCATION CENTER INC | |||||||
| 419 ROOSEVELT DR | WEST BEND | WI | 53090 | 204483105 | 501(C)(3) | $53,000 | OPERATING SUPPORT |
| FRIENDS INC | |||||||
| PO BOX 117 | WEST BEND | WI | 53095 | 391308555 | 501(C)(3) | $52,362 | COVID-19 RELIEF EFFORTS |
| AMERICAN RED CROSS OF SOUTHEASTERN WISCONSIN | |||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | 530196605 | 501(C)(3) | $51,087 | COVID-19 RELIEF EFFORTS |
| KEWASKUM YOUTH SOCCER ORGANIZATION | |||||||
| PO BOX 322 | KEWASKUM | WI | 53040 | 274548719 | 501(C)(3) | $50,000 | FINAL PHASE OF REIGLE FAMILY PARK |
| OZAUKEE CHRISTIAN SCHOOL | |||||||
| 1214 HIGHWAY 33 | WEST BEND | WI | 53095 | 391664111 | 501(C)(3) | $50,000 | THE CAPITAL CAMPAIGN |
| ELEVATE INC | |||||||
| N169 W21005 MEADOW LN | JACKSON | WI | 53037 | 391256286 | 501(C)(3) | $48,500 | OPERATING SUPPORT |
| UNITED PERFORMING ARTS FUND INC | |||||||
| 301 W WISCONSIN AVE STE 600 | MILWAUKEE | WI | 53203 | 396100399 | 501(C)(3) | $45,453 | OPERATING SUPPORT |
| MIDWEST ATHLETES AGAINST CHILDHOOD CANCER INC | |||||||
| 10000 W INNOVATION DR STE 135 | MILWAUKEE | WI | 532264837 | 391270290 | 501(C)(3) | $39,500 | BRIAN GOTTER'S BOWLING 4 MACC |
| INTERFAITH CAREGIVERS OF WASHINGTON COUNTY | |||||||
| PO BOX 1143 | WEST BEND | WI | 53095 | 501(C)(3) | $39,000 | OPERATING SUPPORT | |
| 4C FOR CHILDREN | |||||||
| 1736 N 2ND STREET | MILWAUKEE | WI | 53212 | 391151791 | 501(C)(3) | $38,681 | COVID-19 RELIEF EFFORTS |
| WEST BEND PUBLIC SCHOOLS FOUNDATION INC | |||||||
| PO BOX 1112 | WEST BEND | WI | 530958612 | 260414037 | 501(C)(3) | $38,000 | THE STUDENT COUNCIL'S UNITED WAY FUNDRAI |
| WASHINGTON COUNTY CAMPUS FOUNDATION | |||||||
| 400 UNIVERSITY DR | WEST BEND | WI | 53095 | 391248660 | 501(C)(3) | $35,500 | THE JERRY AND NANCY MEHRING FAMILY SCHOL |
| BENEVOLENT CORPORATION CEDAR COMMUNITY | |||||||
| 5595 COUNTY HIGHWAY Z | WEST BEND | WI | 53095 | 390928211 | 501(C)(3) | $30,453 | COVID-19 RELIEF EFFORTS |
| WISCONSIN ASSOCIATION OF HOMES FOR THE AGING RESEA | |||||||
| 204 S HAMILTON ST | MADISON | WI | 53703 | 237448555 | 501(C)(3) | $25,045 | THE SAFE RESIDENT ASSISTANCE PROGRAM |
| BRYON RIESCH PARALYSIS FOUNDATION INC | |||||||
| N14 W23900 STONE RIDGE DR | WAUKESHA | WI | 53188 | 392016568 | 501(C)(3) | $25,000 | THE 2020 TEAM CHALLENGE EVENT |
| CRIME PREVENTION RESEARCH CENTER | |||||||
| 106 WOODBINE PL | MISSOULA | MT | 59803 | 800917179 | 501(C)(3) | $25,000 | SUSTAINING SUPPORT |
| GREATER CEDAR RAPIDS COMMUNITY FOUNDATION | |||||||
| 324 3RD ST SE | CEDAR RAPIDS | IA | 52401 | 426053860 | 501(C)(3) | $25,000 | THE DISASTER RECOVERY FUND AND EFFORTS R |
| JUMP IN FOUNDATION | |||||||
| 105 N HIGH POINT RD | MADISON | WI | 53717 | 831076334 | 501(C)(3) | $25,000 | THE MIRACLE LEAGUE OF DANE COUNTY |
| NAMI OF WASHINGTON COUNTY | |||||||
| PO BOX 1074 | WEST BEND | WI | 530958074 | 391950573 | 501(C)(3) | $24,362 | RECOVERY CENTER PROGRAMMING |
| WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATIO | |||||||
| PO BOX 397 | WEST BEND | WI | 53095 | 396055248 | 501(C)(3) | $22,701 | OPERATING SUPPORT |
| ST FRANCES CABRINI CATHOLIC CHURCH | |||||||
| 1025 S 7TH AVE | WEST BEND | WI | 53095 | 390927292 | 501(C)(3) | $21,500 | THE 2020 SCHOOL AUCTION AND DINNER DANCE |
| ST PETER CONGREGATION | |||||||
| 208 E WASHINGTON ST | SLINGER | WI | 53086 | 390837264 | 501(C)(3) | $20,000 | SUSTAINING SUPPORT |
| SCHAUER ARTS AND ACTIVITIES CENTER INC | |||||||
| 147 N RURAL ST | HARTFORD | WI | 53027 | 391929222 | 501(C)(3) | $15,000 | OPERATING SUPPORT |
| SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN | |||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | 391490691 | 501(C)(3) | $15,000 | COVID-19 RELIEF EFFORTS |
| CITIZEN ADVOCACY OF WASHINGTON COUNTY INC | |||||||
| PO BOX 582 | WEST BEND | WI | 53095 | 391456644 | 501(C)(3) | $12,852 | OPERATING SUPPORT |
| MORAINE PARK FOUNDATION INC | |||||||
| 235 NORTH NATIONAL AVENUE | FOND DU LAC | WI | 549361940 | 510188166 | 501(C)(3) | $12,800 | SCHOLARSHIPS |
| SENIOR CITIZENS ACTIVITIES INC | |||||||
| 2378 W WASHINGTON ST STE A | WEST BEND | WI | 53095 | 391091440 | 501(C)(3) | $12,500 | OPERATING SUPPORT |
| EVANS SCHOLARS FOUNDATION | |||||||
| 1 BRIAR RD | GOLF | IL | 60029 | 362518129 | 501(C)(3) | $11,500 | SUSTAINING SUPPORT IN MEMORY OF MARILYN |
| NAMIC MUTUAL INSURANCE FOUNDATION | |||||||
| 3601 VINCENNES RD | INDIANAPOLIS | IN | 46268 | 822815065 | 501(C)(3) | $10,000 | SCHOLARSHIPS |
| OZAUKEE WASHINGTON LAND TRUST INC | |||||||
| 200 WISCONSIN ST | WEST BEND | WI | 530950917 | 391741288 | 501(C)(3) | $10,000 | SUSTAINING SUPPORT |
| RAILS-TO-TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 20037 | 521437006 | 501(C)(3) | $10,000 | EISENBAHN STATE TRAIL |
| TREES FOR TOMORROW | |||||||
| 519 SHERIDAN ST | EAGLE RIVER | WI | 54521 | 390732118 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| VERSITI BLOOD RESEARCH INSTITUTE FOUNDATION | |||||||
| 638 N 18TH ST | MILWAUKEE | WI | 53233 | 391372542 | 501(C)(3) | $10,000 | COVID-19 RELIEF EFFORTS |
| IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER IN | |||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | 391919172 | 501(C)(3) | $9,000 | SUSTAINING SUPPORT |
| MADISON SYMPHONY ORCHESTRA INC | |||||||
| 222 W WASHINGTON AVE SUITE 460 | MADISON | WI | 53703 | 390839707 | 501(C)(3) | $7,500 | CONCERT ON THE GREEN |
| YOUTH AND FAMILY PROJECT INC | |||||||
| 630 ELM ST | WEST BEND | WI | 53095 | 510149160 | 501(C)(3) | $7,272 | 2020 SUSTAINING SUPPORT |
| EVANGELICAL ALLIANCE MISSION | |||||||
| 400 S MAIN PL | CAROL STREAM | IL | 601882407 | 362169146 | 501(C)(3) | $7,000 | ACCOUNT #010760 |
| ROOTS AND BRANCHES INC | |||||||
| 1115 S MAIN ST | WEST BEND | WI | 53095 | 391672115 | 501(C)(3) | $6,254 | OPERATING SUPPORT |
| KEWASKUM YOUTH SCHOLARSHIPS INC | |||||||
| PO BOX 124 | KEWASKUM | WI | 53040 | 391529713 | 501(C)(3) | $6,136 | EDUCATION |
| HONOURS INC | |||||||
| 209 POLK ST | SLINGER | WI | 53086 | 391430131 | 501(C)(3) | $6,033 | SUSTAINING SUPPORT |
| MEL'S CHARITIES INC | |||||||
| 1385 GLENBROOK DR | GRAFTON | WI | 53024 | 352357385 | 501(C)(3) | $6,000 | SUSTAINING SUPPORT |
| THE MEDICAL COLLEGE OF WISCONSIN INC | |||||||
| 8701 WATERTOWN PLANK RD | WAUWATOSA | WI | 532260509 | 390806261 | 501(C)(3) | $5,916 | THE 'ON COURSE FOR A CURE' LPGA PRO-AM G |
| LAKELAND UNIVERSITY | |||||||
| W3718 SOUTH DR | PLYMOUTH | WI | 530734878 | 390821861 | 501(C)(3) | $5,600 | THE 1862 CLUB |
| CONCORDIA UNIVERSITY | |||||||
| 12800 N LAKE SHORE DR | MEQUON | WI | 53097 | 390833608 | 501(C)(3) | $5,500 | THE ATHLETIC DEPARTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 61 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE DIRECTORS OF WEST BEND COMMUNITY FOUNDATION ARE VERY FAMILIAR WITH THE GRANTEES AND PREDETERMINE THAT THE GRANTEE AGENCIES ARE QUALIFIED TO RECEIVE GRANT PAYMENTS. IN ADDITION, THE STAFF OF THE GREATER MILWAUKEE FOUNDATION VERIFY THE 501(C)(3) STATUS OF THE AGENCIES AND VERIFY THAT THE AGENCIES FURTHER THE CHARITABLE PURPOSES OF THE GREATER MILWAUKEE FOUNDATION. WITH REGARDS TO THE SCHOLARSHIPS AWARDED BY WEST BEND COMMUNITY FOUNDATION, THE FOUNDATION HAS STRICT REQUIREMENTS REGARDING ELIGIBILITY AND CONFIRMS THAT ALL RECIPIENTS MEET THOSE REQUIREMENTS. SCHOLARHIPS ARE GENERALLY DISTRIBUTED TO EDUCATIONAL INSTITUTIONS AND NOT TO INDIVIDUALS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELLEN GILLIGAN | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $368,480 | $0 | $0 | $0 | $0 | $0 | $29,359 | $0 | $13,156 | $0 | $410,995 | $0 | $0 |
| KEN ROBERTSON | ||||||||||||||
| ASSISTANT TREASURER | $0 | $207,769 | $0 | $0 | $0 | $0 | $0 | $16,451 | $0 | $6,064 | $0 | $230,284 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $984,845 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | WEST BEND COMMUNITY FOUNDATION IS REPORTING NUMBER OF CONTRIBUTORS, NOT NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION - GREATER MILWAUKEE FOUNDATION, INC. BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST QUESTIONNAIRES COMPLETED BY ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE GREATER MILWAUKEE FOUNDATION, INC. THE SUPPORTED ORGANIZATION, ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | SINCE THE FILING ORGANIZATION DOES NOT PAY COMPENSATION, THE FOLLOWING INFORMATION APPLIES TO HOW THE SUPPORTED ORGANIZATION (THE GREATER MILWAUKEE FOUNDATION) OF THE FILING ORGANIZATION DETERMINES COMPENSATION FOR THE PERSONS SERVING AS DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION: THE ADMIN & AUDIT COMMITTEE OF THE GREATER MILWAUKEE FOUNDATION WILL ANNUALLY REQUEST COMPARABLE DATA FROM THE GMF VICE PRESIDENT, HUMAN RESOURCES AND ORGANIZATIONAL LEARNING (VP, HROL) FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) POSITION AT THE FOUNDATION. THE COMPARABLE COMPENSATION DATA WILL GENERALLY COME FROM SALARY SURVEY DATA PROVIDED BY THE COUNCIL ON FOUNDATIONS AND SPECIFIC COMPARABLES OBTAINED FROM OTHER SURVEYS SUCH AS MRA AND THE NON PROFIT SURVEY CONDUCTED BY MRA, AND GUIDESTAR POSTED 990'S. THE VP, HROL WILL SITE COMPARABLES IN A REPORT AND REFERENCE WHERE DATA WAS OBTAINED. THE ADMIN & AUDIT COMMITTEE WILL REVIEW THE COMPARABLE DATA AND MAKE A RECOMMENDATION TO THE CHAIRMAN OF THE BOARD AND THEN TO THE FULL BOARD FOR ANY CHANGES IN THE CEO'S COMPENSATION, WITHOUT PARTICIPATION OR DISCUSSION WITH THE CEO. THE CEO MAY ANSWER QUESTIONS OF THE BOARD THAT MAY BE USED IN LATER DELIBERATIONS AND DECISION-MAKING. THE BOARD MUST DOCUMENT THE BASIS FOR DETERMINATION OF THE CEO'S SALARY. THE DOCUMENTATION MUST CONTAIN THE DATE AND TERMS OF THE COMPENSATION TRANSACTION, THE MEMBERS PRESENT FOR THE DECISION, AND WHAT COMPARABLE DATA WAS USED FOR THE DECISION. THE ADMIN & AUDIT COMMITTEE WILL BE PROVIDED WITH A TEMPLATE TO THE DOCUMENT PROCESS AND DECISION. THE ADMIN & AUDIT COMMITTEE WILL DRIVE THE PROCESS FOR DECISION-MAKING AND ASSURE THE DOCUMENTATION IS OBTAINED AND RECORDED IN BOTH THE BOARD MINUTES AND THE PERSONNEL FILE OF THE CEO. A SIMILAR PROCESS WILL BE USED FOR OTHER POSITIONS WITHIN THE FOUNDATION. HOWEVER, IT WILL BE THE CEO AND THE VP, HROL CONFERRING ON THESE OTHER POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W PLEASANT STE 210 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396036407 | EIN |
| Primary Activities | ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 8 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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