2020-11-16T12:43:23-06:00 2019-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2019-01-01 396040219 MILWAUKEE BAR ASSOCIATION FOUNDATION INC MILW 4142746760 747 N BROADWAY MILWAUKEE WI 53202 ANDREW JONES TREASURER 4142243648 2020-11-16 1 CHLOE CHIUMINATTO P01924323 4144319300 2020-11-16 2019 2022-09-23 18:48:47Z JOSHUA GIMBEL 747 N BROADWAY MILWAUKEE WI 53202 185134 0 X N/A X 1947 WI THE MILWAUKEE BAR ASSOCIATION FOUNDATION MADE CONTRIBUTIONS TO THE MILWAUKEE JUSTICE CENTER AS NOTED ON THE SCHEDULE FOR PART I, LINE 13. THE MILWAUKEE JUSTICE CENTER UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME SELF-REPRESENTED LITIGANTS THROUGH COURT-BASED SELF-HELP DESKS AND LEGAL RESOURCES. THE MILWAUKEE JUSTICE CENTER (MJC) IS A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY, AND MARQUETTE UNIVERSITY LAW SCHOOL. 11 11 0 12 0 0 199793 160643 0 0 2421 6497 -12876 -12395 189338 154745 129296 134069 0 0 0 0 0 0 0 18558 55882 147854 189951 41484 -35206 1075958 1140555 68711 68134 1007247 1072421 X TO PERFORM AND CARRY OUT CHARITABLE AND EDUCATION FUNCTIONS AND PURPOSES OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN AND TO FACILITATE THE ADVANCEMENT OF JURISPRUDENCE AND THE PROMOTION OF THE ADMINISTRATION OF JUSTICE IN THE STATE OF WISCONSIN THROUGH EDUCATION AND SCIENTIFIC RESEARCH, MORE SPECIFICALLY, BY WAY OF ILLUSTRATION AND NOT OF LIMITATION, TO PUBLISH INFORMATIONAL BOOKLETS FOR THE PUBLIC; TO PROVIDE FOR SCHOLARSHIPS OR FELLOWSHIPS FOR THE LEGAL EDUCATION OF WORTHY PERSONS; AND TO ENGAGE OR PARTICIPATE IN ANY ACTIVITY, BUSINESS OR ENTERPRISE TO CARRY OUT, OR PROCURE FUNDS FOR, THE PURPOSES OF THE CORPORATION. 0 0 154775 134069 0 THE FOUNDATION SUPPORTS THE MILWAUKEE JUSTICE CENTER, A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY, AND MARQUETTE UNIVERSITY LAW SCHOOL, WHICH UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME UNREPRESENTED LITIGANTS THROUGH COURT-BASED PROGRAMS AND LEGAL RESOURCES. 154775 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 WI X SARAH MARTIS 4142746760 747 N BROADWAY MILWAUKEE WI 53202 SHANNON ALLEN DIRECTOR 0.10 X 0 0 0 PAUL BENSON DIRECTOR 0.10 X 0 0 0 JEFFREY DAVIS DIRECTOR 0.10 X 0 0 0 MARCIA DRAME DIRECTOR 0.10 X 0 0 0 ANDREW JONES DIRECTOR 0.10 X 0 0 0 DAVID PETERSON DIRECTOR 0.10 X 0 0 0 THOMAS REED DIRECTOR 0.10 X 0 0 0 STACY GERBER WARD DIRECTOR 0.10 X 0 0 0 JOSHUA GIMBEL PRESIDENT 0.10 X X 0 0 0 BRIAN SPAHN VICE PRESIDENT 0.10 X X 0 0 0 JASON KOHOUT SECRETARY/TREASURER 0.10 X X 0 0 0 SARAH MARTIS EXECUTIVE DIRECTOR 0.50 X 0 95726 32417 0 95726 32417 0 0 0 0 0 48992 111651 160643 8121 8121 1624 -1624 -1624 -1624 9636 48992 28765 -19129 -19129 6734 0 6734 6734 154745 0 0 -5898 133269 133269 800 800 15213 15213 12541 12541 2474 2474 16000 16000 1374 1374 532 532 2800 2800 DEVLOPMENT 3900 3900 BANK FEES 44 44 1004 1004 189951 154775 35176 0 248471 207875 25277 26325 0 180 2800 2800 0 0 234385 267621 567825 638554 1075958 1140555 20741 12636 47970 55498 68711 68134 X 214134 256900 793113 815521 1007247 1072421 1075958 1140555 X -35206 29651 70729 X 0 1 X 1 0 X X 1 MILWAUKEE BAR ASSOCIATION INC 391327219 10 1 139841 0 1 139841 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 2 THE SOLE SUPPORTED ORGANIZATION IS THE MILWAUKEE BAR ASSOCIATION, AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6) WHICH SATISFIES THE SUPPORT TEST UNDER SECTION 509(A)(2). SCHEDULE A, PART IV, SECTION A, LINE 3B THE FOUNDATION ANNUALLY MONITORS THE RECEIPTS OF THE MILWAUKEE BAR ASSOCIATION TO ENSURE THAT THE SECTION 509(A)(2) TEST IS SATISFIED. SCHEDULE A, PART IV, SECTION A, LINE 3C THE FOUNDATION'S BOARD MONITORS THE EXPENDITURES AND ACTIVITIES OF THE FOUNDATION TO ENSURE THEY ARE CONSISTENT WITH ITS MISSION. FOR MANY YEARS, THE FOUNDATION HAS SUPPORTED THE MILWAUKEE JUSTICE CENTER, MORE FULLY DESCRIBED IN ANSWER TO PART I, LINE 1. THE MILWAUKEE JUSTICE CENTER'S ACTIVITIES ARE CLEARLY CHARITABLE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 567825 78112 7383 638554 598870 -25230 5815 567825 547647 56674 5451 598870 1.00000 0.00000 0.00000 1 0 2800 2800 0 0 BENEFICIAL INTEREST IN NET ASSETS OF GREATER MILWAUKEE FOUNDATION 638554 638554 DUE TO RELATED PARTY 55498 55498 X 281416 29651 97020 126671 154745 0 154745 216242 28765 28765 187477 2474 2474 189951 PART V, LINE 4: THE FUND RESULTED FROM AN INTERNAL DESIGNATION BY THE BOARD OF DIRECTORS AND IS NOT DONOR-RESTRICTED. THE ENDOWMENT FUND IS INTENDED TO BE USED TO SUPPORT THE MISSION OF THE FOUNDATION. PART X, LINE 2: THE FOUNDATION IS A NON-STOCK CORPORATION ORGANIZED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND AS SUCH IS EXEMPT FROM FEDERAL AND STATE INCOME TAX. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AS OF DECEMBER 31, 2019. THE FOUNDATION FILES INCOME TAX RETURNS IN FEDERAL AND STATE JURISDICTIONS. THE FOUNDATION IS GENERALLY SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR THREE YEARS AFTER THE RETURNS ARE FILED. THE FOUNDATION HAS NOT INCURRED PENALTIES OR INTEREST IN CONNECTION WITH ITS TAX FILINGS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF GMF 70,729. FUNDRAISING EVENT EXPENSE 28,765. INVESTMENT EXPENSES -2,474. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 28,765. GOLF OUTING 34148 28616 5532 1197 7069 5345 2533 MJC RUN 24480 20376 4104 301 2117 93 10110 58628 48992 9636 1498 9186 5438 12643 28765 -19129 1 MILWAUKEE BAR ASSOCIATION INC 747 N BROADWAY MILWAUKEE WI 53202 391327219 501(C)(6) 133269 TO SUPPORT MILWAUKEE JUSTICE CENTER COLLABORATION 1 0 PART I, LINE 2: THE ORGANIZATION RECORDS AND TRACKS ALL ASSISTANCE PROVIDED TO THEIR RELATED ENTITY, MILWAUKEE BAR ASSOCIATION, INC., FOR THE PURPOSE OF SUPPORTING THE MILWAUKEE JUSTICE CENTER COLLABORATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN, AS FROM TIME TO TIME CONSTITUTED. FORM 990, PART VI, SECTION A, LINE 7A BECAUSE THE MEMBERSHIP OF THE MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN, THE MEMBERS OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE EFFECTIVELY ELECT THE MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT OF BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS REVIEW FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR SHALL DISCLOSE TO THE BOARD OF DIRECTORS ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST WHENEVER THE DUALITY OR CONFLICT PERTAINS TO A MATTER BEING CONSIDERED BY THE BOARD. ANY DIRECTOR HAVING DUALITY OF INTEREST OR CONFLICT OF INTEREST ON ANY MATTER SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. IN ADDITION, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, BUT MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND MAY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS SINCE HIS OR HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. THE MINUTES OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. IF A DIRECTOR IS UNCERTAIN AS TO WHETHER HE OR SHE HAS A DUALITY OR CONFLICT OF INTEREST WHICH REQUIRES ABSTENTION, OR IF A DIRECTOR ASSERTS THAT ANOTHER DIRECTOR HAS SUCH A DUALITY OR CONFLICT, THE BOARD, BY MAJORITY VOTE OF THOSE PRESENT OTHER THAN THE DIRECTOR HAVING THE POSSIBLE CONFLICT, SHALL DECIDE WHETHER ABSTENTION IS REQUIRED. IF ABSTENTION IS REQUIRED, THE AFFECTED DIRECTOR SHALL ABSTAIN FROM VOTING ON THE MATTER. NO PURCHASE INVOLVING $1,000 OR MORE FROM ANY DIRECTOR OR ANY ENTITY OF WHICH THE DIRECTOR IS AN OFFICER, DIRECTOR, PARTNER OR OWNER SHALL BE MADE WITHOUT PRIOR APPROVAL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST MADE TO THE EXECUTIVE DIRECTOR IN WRITING. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF GMF 70,729. MILWAUKEE BAR ASSOCIATION INC 747 N BROADWAY MILWAUKEE WI 53202 391327219 TO PROMOTE THE PROFESSIONAL INTERESTS OF THE LOCAL BENCH AND BAR AND ACCESS WI 501(C)(6) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0