DIRECT SUPPLY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DIRECT SUPPLY FOUNDATION INC (EIN 45-4303631)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-19
- IRS object ID
- 202000809349100100
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-19T23:15:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454303631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECT SUPPLY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIRE | BusinessNameControlTxt |
| Phone | 8006347328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 N INDUSTRIAL ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LEWIS | PersonNm |
| Person Title | VICE-CHAIRMAN, SENIOR VP & DIRECTOR | PersonTitleTxt |
| Phone | 8006347328 | PhoneNum |
| Signature | 2020-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARKALAN T SMITH CPA | PreparerPersonNm |
| PTIN | P00033639 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2020-02-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.11.230.151 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-14 | IPDt |
| IP Tm | 10:34:38 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 581D6DA6BFA461728E3392903B4A9C5EEC8348D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $718,623 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $294,193 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $294,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $325 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $325 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,571 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,210 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,210 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $654,553 | CashBOYAmt |
| Cash EOY | $718,623 | CashEOYAmt |
| Cash EOYFMV | $718,623 | CashEOYFMVAmt |
| Total Assets BOY | $654,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $718,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $718,623 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $654,553 | RetainedEarningBOYAmt |
| Retained Earning EOY | $718,623 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $654,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $718,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $654,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $718,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $654,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $783 | OtherIncreasesAmt |
| Subtotal | $718,623 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $718,623 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,817 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $738,146 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.255799 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,032 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $681,664 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.201026 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,391 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $459,124 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.323205 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $112,066 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $398,084 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.281513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,109 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $229,401 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.371005 | DistributionYr5Rt |
| Total Distribution | 1.432548 | TotalDistributionRt |
| Average Distribution | 0.286510 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $724,719 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,639 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $207,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,006 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | JOHN LEWIS | IndividualWithBooksNm |
| Phone | 4143582805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 N INDUSTRIAL RD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532235815 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J HILLIS | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | CHAIRMAN & PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN LEWIS | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | VICE-CHAIRMAN & SENIOR VP | 1.00 | $0 | $0 | $0 |
| GENEVIEVE HILLIS | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | VICE PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT H KLEIN JR | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | TREASURER, SECRETARY & DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $735,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $735,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $735,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,036 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $724,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,236 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $36,236 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,236 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,236 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,006 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,006 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,236 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,639 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,162 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,435 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,059 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,910 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $541,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,006 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,236 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $193,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $734,975 | 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 | $73,639 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $661,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,162 | ExcessFromYear4Amt |
| Excess From Year3 | $125,435 | ExcessFromYear3Amt |
| Excess From Year2 | $98,059 | ExcessFromYear2Amt |
| Excess From Year1 | $151,910 | ExcessFromYear1Amt |
| Excess From Current Year | $193,770 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGELESS AVIATION DREAMS FOUNDATION | ||||||||
| PO BOX 451 | CARSON CITY | NV | 89702 | N/A | PC | 2019 AGELESS AVIATION DREAMS SPONSER | $2,500 | |
| AIDS RESOURCE CENTER OF WISCONSIN | ||||||||
| 820 NORTH PLANKINTON AVENUE | MILWAUKEE | WI | 53203 | N/A | PC | AIDS WALK WISCONSIN | $4,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 620 S 76TH STREET SUITE 160 | MILWAUKEE | WI | 53214 | N/A | PC | 2019 WALK TO END ALZHEIMER'S | $8,480 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | OUT OF THE DARKNESS MARCH | $2,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | LEROY MULDROW MEMORIAL GIFT | $500 | |
| AMERICAN LUNG ASSOCIATION IN WISCONSIN | ||||||||
| 13100 W LISBON ROAD SUITE 700 | BROOKFIELD | WI | 53005 | N/A | PC | 2019 O2 OXYGEN BALL SPONSOR | $6,253 | |
| AUTISM SOCIETY OF SOUTHEASTERN WISCONSIN | ||||||||
| 3720 N 124TH STREET SUITE O | WAUWATOSA | WI | 53222 | N/A | PC | APRIL GARDNER MATCH | $2,000 | |
| BALANCE INC | ||||||||
| 1350 14TH AVE SUITE 4 | GRAFTON | WI | 53024 | N/A | PC | FUNDRAISER MATCH | $2,000 | |
| BOYS AND GIRLS CLUB OF GREATER MILWAUKEE | ||||||||
| 1558 N 6TH ST | MILWAUKEE | WI | 53212 | N/A | PC | COLLEGE SIGNING DAY EVENT AND GRADUATION PLUS PROGRAMMING | $13,700 | |
| CAPUCHIN COMMUNITY SERVICES | ||||||||
| PO BOX 5830 | MILWAUKEE | WI | 53205 | N/A | PC | SUPPORT FOR THE POOR, THE HUNGRY, AND THE HOMELESS | $250 | |
| CATHOLIC CHARITIES USA | ||||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | MARY LOU BALDA MEMORIAL GIFT | $250 | |
| CENTRO LEGAL | ||||||||
| 611 W NATIONAL AVE SUITE 103 | MILWAUKEE | WI | 53204 | N/A | PC | SUPPORT TO PROVIDE FREE LEGAL COUNSIL TO THOSE MOVING FROM POVERTY IN THE COMMUNITY. | $1,000 | |
| CHASING CHAD CORP | ||||||||
| W243N2724 CREEKSIDE DRIVE | PEWAUKEE | WI | 53072 | N/A | PC | CASINO NIGHT PRESENTING SPONSER | $5,000 | |
| CJ LOMAS RECOVERY FOUNDATION | ||||||||
| 12212 W WHITAKER AVE | GREENFIELD | WI | 53228 | N/A | PC | TERRY FRITZ BRAT FRY MATCH | $1,534 | |
| COA YOUTH & FAMILY CENTERS | ||||||||
| 909 EAST NORTH AVE | MILWAUKEE | WI | 53212 | N/A | PC | SKYLINE MUSIC SERIES | $1,500 | |
| COLUMBIAN HIGH SCHOOL | ||||||||
| 300 SOUTH MONROE ST | TIFFIN | OH | 44883 | N/A | PC | FRIEDMAN SCHOLARSHIP | $1,000 | |
| COMMUNITY ADVOCATES INC | ||||||||
| 728 NORTH JAMES LOVELL STREET | MILWAUKEE | WI | 53233 | N/A | PC | SUPPORT FOR LOW INCOME HOUSING AND INDIVIDUALS | $8,665 | |
| COMMUNITY PROJECTS FOR SENIORS | ||||||||
| 3073 S CHASE AVE SUITE 210 | MILWAUKEE | WI | 53207 | N/A | PC | BAKE SALE MATCH - BROADS FOR A CAUSE | $541 | |
| CONCORD CHAMBER ORCHESTRA INC | ||||||||
| PO BOX 370857 | MILWAUKEE | WI | 53237 | N/A | PC | 2019/2020 CONCERT SERIES | $500 | |
| CULINARY EDUCATION PROGRAM INC | ||||||||
| 8310 WEST COURTLAND AVENUE | MILWAUKEE | WI | 53218 | N/A | PC | 2019 FALL PROGRAMMING | $1,500 | |
| EISENHOWER CENTER | ||||||||
| 4425 W WOOLWORTH AVE | MILWAUKEE | WI | 53218 | N/A | PC | SUPPORT FOR INDIVIDUALS IN THE COMMUNITY WITH DISABILITIES | $3,553 | |
| FONDY FARMER'S MARKET | ||||||||
| 1617 W NORTH AVE 4 | MILWAUKEE | WI | 53205 | N/A | PC | MARKET SPONSERSHIP | $1,000 | |
| GRANVILLE ECONOMIC DEVELOPMENT CORP | ||||||||
| 7817 W BROWN DEER RD SUITE 6 | MILWAUKEE | WI | 53223 | N/A | PC | NOYES PARK JULY 4 CELEBRATION | $1,000 | |
| HAVENWOODS ECONOMIC DEVELOPMENT CORP | ||||||||
| 6161 N 64TH STREET | MILWAUKEE | WI | 53218 | N/A | PC | REVITALIZATION OF THE HAVENWOODS COMMUNITY | $8,000 | |
| HOMETOWN HEROES | ||||||||
| PO BOX 953 | MONROE | NC | 28111 | N/A | PC | 2019 HOLIDAY GIFT | $2,500 | |
| HOPE STREET MINISTRIES | ||||||||
| 2522 WEST CAPITOL DRIVE | MILWAUKEE | WI | 53206 | N/A | PC | FAMILY REUNION SPONSER | $1,000 | |
| HORIZON HOME CARE AND HOSPICE | ||||||||
| PO BOX 88828 | MILWAUKEE | WI | 53288 | N/A | PC | MIKE GUTZMER MEMORIAL GIFT | $1,000 | |
| HUNGER TASK FORCE OF MILWAUKEE INC | ||||||||
| 201 S HAWLEY COURT | MILWAUKEE | WI | 53214 | N/A | PC | PROVIDE FRESH PRODUCE TO LOCAL CHILDREN, FAMILIES AND SENIOR CITIZENS IN NEED | $4,062 | |
| INDEPENDENCE FIRST STRIDE & GLIDE | ||||||||
| 540 S 1ST ST | MILWAUKEE | WI | 53204 | N/A | PC | STRIDE & GLIDE MATCH - ANNA ROBBINS | $80 | |
| JDRF | ||||||||
| 3333 N MAYFAIR ROAD SUITE 107 | WAUWATOSA | WI | 53222 | N/A | PC | WALK TO CURE DIABETES | $2,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 11111 W LIBERTY DRIVE | MILWAUKEE | WI | 53224 | N/A | PC | EDUCATIONAL SUPPORT | $2,812 | |
| LIGHTHOUSE YOUTH CENTER | ||||||||
| 5641 N 68TH STREET | MILWAUKEE | WI | 53218 | N/A | PC | EXPANDING THE BLUEPRINT AND HOLIDAY CELEBRATION | $3,100 | |
| LINDENGROVE FOUNDATION | ||||||||
| 18650 W CORPORATE DRIVE SUITE 303 | BROOKFIELD | WI | 53045 | N/A | PC | BOWLING SPONSOR FOR THE 9-PIN TAP FUNDRAISER | $1,875 | |
| LITTLE BAKERS ASSOCIATION | ||||||||
| 8410 W DENVER AVE | MILWAUKEE | WI | 53224 | N/A | PC | BRONZE SPONDERSHIP | $500 | |
| MACC FUND | ||||||||
| 10000 W INNOVATION DR SUITE 135 | MILWAUKEE | WI | 53226 | N/A | PC | BOWLING 4 MACC SPONSERSHIP | $4,000 | |
| MAHONE FUND | ||||||||
| 600 52ND STREET SUITE 110 | KENOSHA | WI | 53140 | N/A | PC | REACHING FOR RAINBOWS GALA | $600 | |
| MAKE-A-WISH FOUNDATION OF WISCONSIN INC | ||||||||
| 11020 W PLANK COURT STE 200 | WAUWATOSA | WI | 53226 | N/A | PC | PRETZELS AND WALK MATCH - ROBIN MALEK | $2,441 | |
| MARQUETTE UNIVERSITY HIGH SCHOOL | ||||||||
| 3401 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | N/A | PC | HILLTOPPER ROBOTICS TEAM | $1,000 | |
| MARQUETTE UNIVERSITY | ||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | N/A | PC | MUBAAA SPONSORSHIP | $2,750 | |
| MILWAUKEE AREA YOUTH GOLF ACADEMY | ||||||||
| 2335 APPLEWOOD LANE | GLENDALE | WI | 53209 | N/A | PC | BOB KLEIN MATCH | $500 | |
| MILWAUKEE PBS | ||||||||
| 1036 N 8TH STREET 4TH FLOOR | MILWAUKEE | WI | 53233 | N/A | PC | COMMUNITY SUPPORT | $2,000 | |
| MILWAUKEE PUBLIC LIBRARY FOUNDATION | ||||||||
| 814 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | N/A | PC | BEN FRANKLIN AWARDS | $500 | |
| MILWAUKEE PUBLIC SCHOOLS FOUNDATION INC | ||||||||
| 234 WEST GALENA STREET | MILWAUKEE | WI | 53212 | N/A | PC | CLOVERNOOK PLAYFIELD | $13,500 | |
| MILWAUKEE PUBLIC SCHOOLS | ||||||||
| 5225 W VLIET ST | MILWAUKEE | WI | 53208 | N/A | PC | CTE STEM SHOWCASE 2019 | $3,000 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 53202 | N/A | PC | WMSE 91.7 | $5,500 | |
| MILWAUKEE WORLD FESTIVAL INC | ||||||||
| 200 N HARBOR DR | MILWAUKEE | WI | 53202 | N/A | PC | SENIORFEST DAY 2019 | $17,000 | |
| MKE FELLOWS | ||||||||
| 1527 N ASTOR STREET SUITE A | MILWAUKEE | WI | 53202 | N/A | PC | FELLOWSHIP OPEN HOLE SPONSER - 2 | $1,000 | |
| MOVEMBER FOUNDATION | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | N/A | PC | MATCHING CONTRIBUTION - DAVE THORPE | $4,000 | |
| NANNA'S BABIES | ||||||||
| N78 W14573 APPLETON AVE SUITE 206 | MENOMONEE FALLS | WI | 53051 | N/A | PC | BIKE DRIVE FUNDRAISER MATCH | $1,513 | |
| NATIONAL ATAXIA FOUNDATION | ||||||||
| 600 HIGHWAY 169 SOUTH NO 1725 | MINNEAPOLIS | MN | 55426 | N/A | PC | MINKIN FUNDRAISER MATCH | $1,231 | |
| NATIONAL MS SOCIETY | ||||||||
| 1120 JAMES DRIVE SUITE A | HARTLAND | WI | 53029 | N/A | PC | MS BIKE RIDE | $2,000 | |
| PEACE FOR CHANGE ALLIANCE INC | ||||||||
| 2727A N 56TH ST | MILWAUKEE | WI | 53210 | N/A | PC | 2019 MKE YOUTH EXPO SPONSERSHIP | $1,000 | |
| PROFESSIONAL DIMENSIONS FOUNDATION | ||||||||
| 759 NORTH MILWAUKEE STREET SUITE | MILWAUKEE | WI | 53202 | N/A | PC | DIRECTORY SPONSER | $500 | 404 |
| RAISING THE BAR INC | ||||||||
| 8304 N 106TH STREET | MILWAUKEE | WI | 53224 | N/A | PC | I AM NOT YOUR SUPERWOMAN SPONSER | $1,000 | |
| SAFE & SOUND INC | ||||||||
| 801 W MICHIGAN STREET | MILWAUKEE | WI | 53233 | N/A | PC | SUPPORT FOR UNITING COMMUNITY, YOUTHS AND LAW ENFORCEMENT | $3,195 | |
| SAINTA | ||||||||
| 8901 W CAPITOL DRIVE | MILWAUKEE | WI | 53222 | N/A | PC | MPD DISTRICT 7 HOLIDAY GATHERING | $500 | |
| SCHOLASTIC FUND FOR STUDENTS OF HISPANIC DESCENT | ||||||||
| PO BOX 552 | WAUKESHA | WI | 53187 | N/A | PC | EDUCATIONAL SUPPORT | $500 | |
| SILVER SPRING NEIGHBORHOOD CENTER | ||||||||
| 5460 NORTH 64TH STREET | MILWAUKEE | WI | 53218 | N/A | PC | THANKSGIVING BASKET | $6,300 | |
| SOCIAL DEVELOPMENT FOUNDATION | ||||||||
| 1730 W NORTH AVENUE | MILWAUKEE | WI | 53205 | N/A | PC | FOSTER GRANDPARENT VOLUNTEER APPRECIATION | $2,000 | |
| STARS AND STRIPES HONOR FLIGHT | ||||||||
| PO BOX 867 | MENOMONEE FALLS | WI | 53052 | N/A | PC | CLIFFORD G. NELSON MEMORIAL GIFT | $250 | |
| STEM FORWARD | ||||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 53202 | N/A | PC | CS DISCOVERIES AND RUBE GOLDBERG CONTEST | $3,750 | |
| THE BETTER PROJECT AWARENESS FOUNDATION | ||||||||
| 1232 N 22ND ST | MILWAUKEE | WI | 53205 | N/A | PC | 100/1000 FUNDRAISER AND JULY CONCERT | $1,500 | |
| THE GATHERING OF SOUTHEAST WISCONSIN | ||||||||
| 804 E JUNEAU AVENUE | MILWAUKEE | WI | 53202 | N/A | PC | 2019 VOLUNTEER CELEBRATION | $2,000 | |
| TROWBRIDGE SCHOOL | ||||||||
| 1943 E TROWBRIDGE ST | MILWAUKEE | WI | 53207 | N/A | PC | WINTER CLOTHING DRIVE MATCH | $735 | |
| UNITED PERFORMING ARTS FUND | ||||||||
| 301 W WISCONSIN AVENUE SUITE 600 | MILWAUKEE | WI | 53203 | N/A | PC | SUPPORT OF ANNUAL CAMPAIGN FOR THE PERFORMING ARTS | $4,000 | |
| UNIVERSITY OF WISCONSIN OSHKOSH | ||||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | N/A | PC | HACKATHON CATERING | $1,000 | |
| USO WISCONSIN | ||||||||
| 750 N LINCOLN MEMORIAL DR SUITE 407 | MILWAUKEE | WI | 53202 | N/A | PC | MATCH FOR THE DS GIFT CARD DRIVE | $2,000 | |
| UWM FOUNDATION | ||||||||
| 1440 E NORTH AVE | MILWAUKEE | WI | 53202 | N/A | PC | NONPROFIT IT PROGRAM | $2,500 | |
| WISCONSIN EQUAL JUSTICE FUND INC | ||||||||
| PO BOX 475 | WAUSAU | WI | 54402 | N/A | PC | SUPPORT LEGAL SERVICE PROVIDER | $250 | |
| WISCONSIN ESGR INC | ||||||||
| 2400 WRIGHT ST | MADISON | WI | 53704 | N/A | PC | SPONSER A SERVICE MEMBER | $540 | |
| WSU FOUNDATION | ||||||||
| 255 E MAIN STREET SUITE 301 | PULLMAN | WA | 99164 | N/A | PC | GRANGER COBB INSTITUTE FOR SENIOR LIVING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,210 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS EXPENSE | $19,048 | $0 | $19,048 |
| OUTSIDE SERVICES | $7,200 | $0 | $7,200 |
| SUPPLIES EXPENSE | $323 | $0 | $323 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $783 | Amt |
Comments