THE BROOKBY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKBY FOUNDATION (EIN 38-3202330)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349100121
- Schema version
- 2019v5.1
- 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-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T13:59:06-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | 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 | 383202330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROOKBY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICOLE LIGHTWINE | InCareOfNm |
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2624780629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 EAST OGDEN AVENUE Suite 319 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY GREENEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2624780629 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelli Olson | PreparerPersonNm |
| PTIN | P01379656 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.174.186.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 38868920203175000026 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E5B434014EE22F75B69E390D9D5B0ED98AD60DA3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39E5AF6A3A4FDC72100D0A71152C3606D41A9490 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,771,819 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,230,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,230,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,012,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,130 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,352,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,349,158 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $67,205 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $67,205 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,500 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,120 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,343 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,343 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $79,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,472 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,572 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,572 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $16,100 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $16,100 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,919 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $313,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,935 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,389,961 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,389,961 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,703,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,935 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,553,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,350,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,250,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,885 | CashBOYAmt |
| Cash EOY | $2,229 | CashEOYAmt |
| Cash EOYFMV | $2,229 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,177,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $781,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $782,511 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,741,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,930,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,619,524 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,524,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,525,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,892,436 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,435,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,297,832 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,475,119 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,891,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,537,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,771,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $40,891,331 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $39,537,529 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,891,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,537,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,891,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,537,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,891,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,350,924 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,540,407 | SubtotalAmt |
| Other Decreases | $2,878 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,537,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| NORTHERN TRUST #0483 LT | $1,012,041 | $941,579 | $70,462 | $70,462 |
| BLODGETT GREENEY LIMITED PARTNERSHIP SHORT TERM CAPITAL GAIN | $258 | $0 | $258 | $258 |
| BLODGETT GREENEY LIMITED PARTNERSHIP LONG TERM CAPITAL GAIN | $29,750 | $0 | $29,750 | $29,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,130 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,221,285 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,113,217 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049238 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,271,491 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,060,253 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,552,031 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,382,267 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06649 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,808,637 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,331,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047184 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,296,896 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,776,521 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034331 | DistributionYr5Rt |
| Total Distribution | 0.249994 | TotalDistributionRt |
| Average Distribution | 0.049999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,137,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,956,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,502 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,969,334 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,553,377 | 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 | $12,502 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,502 | SubtotalAmt |
| Tax Based On Investment Income | $12,502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,945 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,945 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,443 | OverpaymentAmt |
| Applied To ES Tax | $10,443 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://BROOKBYFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICOLE LIGHTWINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2624780629 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 EAST OGDEN AVENUE 319 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | PRESIDENT/SECRETARY | 1.0 | $0 | $0 | $0 |
| PAUL GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | VICE PRESIDENT/TREASURER | 30.0 | $0 | $0 | $0 |
| DANIEL GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | BOARD TRUSTEE | 20.0 | $40,000 | $0 | $0 |
| JONATHAN GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | BOARD TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE LIGHTWINE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 EAST OGDEN AVENUE 319 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $58,609 | CompensationAmt |
| Employee Benefits | $11,500 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,847,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $597,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $288,536 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,733,434 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,733,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $596,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,137,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,956,872 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,956,872 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,502 | TotalTaxAmt |
| Distributable Before Adj | $1,944,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $200 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,944,570 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,944,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,553,377 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,553,377 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,502 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,540,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,944,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $371,552 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $148,826 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $636,228 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,156,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,553,377 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,944,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $608,807 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,765,413 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,765,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $371,552 | ExcessFromYear3Amt |
| Excess From Year2 | $148,826 | ExcessFromYear2Amt |
| Excess From Year1 | $636,228 | ExcessFromYear1Amt |
| Excess From Current Year | $608,807 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BROOKBY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 EAST OGDEN AVENUE 319 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2624780629 | RecipientPhoneNum |
| Form And Info And Materials | (SEE STATEMENT) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING (BEFORE 2/15); SUMMER (BEFORE 5/15); WINTER (BEFORE 10/15) | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAY REQUEST FUNDING ONCE PER CALENDAR YEAR. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 45TH PARALLEL | |||||||
| PO BOX 12273 | PORTLAND | OR | 97212 | PC | 45TH PARALLEL'S 11TH SEASON | $10,000 | |
| ACLU OF WISCONSIN FOUNDATION | |||||||
| 207 E BUFFALO STREET | MILWAUKEE | WI | 53202 | PC | 2019 GENERAL OPERATING SUPPORT | $20,000 | SUITE 325 |
| ALL CLASSICAL PORTLAND | |||||||
| 211 SE CARUTHERS STREET | PORTLAND | OR | 97214 | PC | International Children's Arts Network | $2,000 | SUITE 200 |
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | Great Lakes Protection & Restoration | $50,000 | SUITE 700 |
| BLUE LAKES PUBLIC RADIO | |||||||
| 300 E CRYSTAL LAKE ROAD | TWIN LAKE | MI | 49457 | PC | Annual Grand Rapids Symphony | $3,650 | |
| CAMP BLODGETT | |||||||
| 528 BRIDGE STREET NW | GRAND RAPIDS | MI | 49504 | PC | Safe and Accessible Lakeshore | $10,000 | |
| CIRCLE OF BLUE | |||||||
| 800 W ELEVENTH STREET | TRAVERSE CITY | MI | 49684 | PC | Circle of Blue General Support | $25,000 | SUITE 6 |
| CLEAN WISCONSIN | |||||||
| 634 WEST MAIN STREET SUITE 300 | MADISON | WI | 53703 | PC | Research and analysis support | $30,000 | |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| ONE SOUTH HARBOR SUITE 3 | GRAND HAVEN | MI | 49417 | PC | Great Lakes Funder Collaboration | $3,000 | |
| DA BLODGETT - STJOHN'S | |||||||
| 805 LEAONARD STREET NE | GRAND RAPIDS | MI | 49503 | PC | Together for Kids Campaign | $83,333 | |
| DAIRY GRAZING APPRENTICESHIP | |||||||
| 7234 GAD ROAD | MEDFORD | WI | 54451 | PC | Dairy Grazing Apprenticeship | $160,000 | |
| DETROIT EDUCATIONAL TELEVISION FOUNDATION | |||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | PC | Great Lakes Now | $10,000 | |
| ENVIRONMENTAL LAW & POLICY CENTER | |||||||
| 35 EAST WACKER DRIVE SUITE 1600 | CHICAGO | IL | 60601 | PC | ELPCs Michigan-based public interest | $50,000 | |
| GATHERING WATERS | |||||||
| 211 S PATERSON ST | MADISON | WI | 53703 | PC | General Purpose | $40,000 | |
| GRAND RAPIDS ART MUSEUM | |||||||
| 101 MONROE CENTER ST NW | GRAND RAPIDS | MI | 49503 | PC | Sunday Classical Concert Series | $20,000 | SUITE 270 |
| GRAND RAPIDS CIVIC THEATRE | |||||||
| 30 N DIVISION | GRAND RAPIDS | MI | 49503 | PC | School of Theatre Arts Scholarships | $5,000 | |
| GRAND RAPIDS SYMPHONY | |||||||
| 300 OTTAWA NW SUITE 100 | GRAND RAPIDS | MI | 49503 | PC | 2019 Blue Lake Concert; MATCHING | $136,318 | |
| GRAND TRAVERSE REGIONAL LAND CONSERVANCY | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 49684 | PC | Water Quality, Farmland Protection, Upper Manistee | $112,500 | SUITE D |
| GRANDVILLE AVENUE ARTS AND HUMANITIES | |||||||
| 644 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | PC | Musical Component of After-School | $4,000 | SUITE D |
| GREAT LAKES STEWARDSHIP INITIATIVE | |||||||
| 8325 TROUP ROAD | HARBOR SPRINGS | MI | 49740 | PC | An Independent Great Lakes Steward | $25,000 | |
| HARBOR DISTRICT INC | |||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | PC | Ecology in Place: Community Science | $15,000 | |
| HOSPICE OF MICHIGAN | |||||||
| 989 SPAULDING SE | ADA | MI | 49301 | PC | Hospice of Michigan Grief Support | $10,000 | |
| HUNGER TASK FORCE INC | |||||||
| 201 S HAWLEY COURT | MILWAUKEE | WI | 53214 | PC | Emergency Food, Trade Mitigation | $27,500 | |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | PC | Arts Camp & Academy, Public Radio | $45,000 | |
| LEELANAU CONSERVANCY | |||||||
| PO BOX 1007 | LEELAND | MI | 49654 | PC | Water Quality & Farmland Protection | $50,000 | |
| MEQUON NATURE PRESERVE INC | |||||||
| 8200 W COUNTY LINE ROAD | MEQUON | WI | 53097 | PC | Mequon Nature Preserve Native Plan | $20,000 | |
| METROARTS INC | |||||||
| 7327 SW BARNES RD 625 | PORTLAND | OR | 972256119 | PC | 25th Young Artists Debut! Competition | $10,000 | |
| METROPOLITAN YOUTH SYMPHONY | |||||||
| 4800 SW MACADAM AVE SUITE 105 | PORTLAND | OR | 97239 | PC | Music Access Program | $8,000 | |
| MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION | |||||||
| 3029 MILLER ROAD | ANN ARBOR | MI | 48103 | PC | General Support | $50,000 | |
| MILWAUKEE ENVIRONMENTAL CONSORTIUM | |||||||
| 1845 N FAR WELL AVENUE SUITE 100 | MILWAUKEE | WI | 53202 | PC | Lindsay Heights Neighborhood | $22,500 | |
| MILWAUKEE RIVERKEEPER | |||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | PC | Understanding the Racine Diversion Communications and Digital Adv | $50,000 | |
| MILWAUKEE WATER COMMONS | |||||||
| 2027 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | PC | 2019 Water School | $10,000 | |
| MISSISSIPPI VALLEY CONSERVANCY | |||||||
| 1309 NORPLEX DR | LA CROSSE | WI | 54601 | PC | Perrot State Park Addition | $2,500 | |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | Coral Reef Research and Restoration | $50,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | PC | Membership outreach | $15,000 | |
| NATURAL RESOURCES FOUNDATION OF WISCONSIN | |||||||
| PO BOX 2317 | MADISON | WI | 53701 | PC | Kohler Park Dunes Protection Project | $10,000 | SUITE 700 |
| NEIGHBORHOOD HOUSE OF MILWAUKEE | |||||||
| 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 53208 | PC | Lead & Learn Conservation Corps | $5,000 | |
| NEW MUSIC MARIMBA | |||||||
| 4401 IRONWOOD LN | CHAMPAIGN | IL | 61822 | PC | Seaborne recording and tour | $90,000 | |
| OPERA GRAND RAPIDS | |||||||
| 1320 EAST FULTON | GRAND RAPIDS | MI | 49503 | PC | Emerging Artists Program | $5,000 | |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTON ST STE 200 | PORTLAND | OR | 97205 | PC | Percussion Position Enhancements Musical Director Search | $250,660 | |
| OZAUKEE COUNTY PLANNING AND PARKS DEPARTMENT | |||||||
| 121 W MAIN ST | PORT WASHINGTON | WI | 53074 | PC | Habitat Enhancements at Virmond | $25,000 | STE 200 |
| PEABODY INSTITUTE OF THE JOHNS HOPKINS UNIVERSITY | |||||||
| 1 EAST MOUNT VERNON PLACE | BALTIMORE | MD | 21202 | PC | Percussion Scholarship & Program | $50,000 | PO BOX 994 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY SUITE 100 | ANN ARBOR | MI | 48108 | PC | Safer Choices | $15,000 | |
| PORT WASHINGTON HISTORICAL SOCIETY | |||||||
| 205 N FRANKLIN ST | PORT WASHINGTON | WI | 53074 | PC | Port Exploreum Educational Initiative | $12,000 | |
| PORTAND JAPANESE GARDEN | |||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | PC | Cultural Crossing | $25,000 | |
| PORTLAND PIANO INTERNTIONAL | |||||||
| PO BOX 6469 | PORTLAND | OR | 97228 | PC | Piano Concerto Competition | $10,000 | |
| RIVEREDGE NATURE CENTER | |||||||
| 4458 COUNTY HWY Y | SAUKVILLE | WI | 53080 | PC | Scientist in Residence | $40,000 | |
| SEEDS | |||||||
| PO BOX 2454 | TRAVERSE CITY | MI | 49685 | PC | Workforce Development and Restoration | $15,000 | |
| SIXTEENTH STREET COMMUNITY HEALTH CENTERS | |||||||
| 1337 S CESAR CHAVEZ DRIVE | MILWAUKEE | WI | 53204 | PC | Mi Cmara, Nuestro Ro/My Camera | $15,000 | |
| SO PERCUSSION | |||||||
| 20 GRAND AVE | BROOKLYN | NY | 11205 | PC | Summer Institute, Touring Support | $40,000 | 205 |
| SOUTHEASTERN WISCONSIN WATERSHEDS TRUST INC | |||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | PC | Sweet Water Conference | $4,000 | 205 |
| THE RIDGES SANCTUARY | |||||||
| PO BOX 152 | BAILEYS HARBOR | WI | 54202 | PC | Logan Creek State Natural Area | $8,000 | |
| URBAN ECOLOGY CENTER | |||||||
| 1500 E PARK PL | MILWAUKEE | WI | 53211 | PC | General Purpose | $90,000 | |
| UWM FOUNDATION INC | |||||||
| 600 EAST GREENFIELD AVENUE | MILWAUKEE | WI | 53204 | PC | School of Freshwater Sciences | $290,000 | |
| VISION FORWARD ASSOCIATION | |||||||
| 912 NORTH HAWLEY ROAD | MILWAUKEE | WI | 532133222 | PC | Music Therapy Program | $5,000 | |
| WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL | |||||||
| 1007 LAKE DRIVE SE | GRAND RAPIDS | MI | 49506 | PC | Youth Environmental Education Project | $7,500 | |
| WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS | |||||||
| 1922 UNIVERSITY AVENUE | MADISON | WI | 53726 | PC | Beyond Sandbags | $10,000 | |
| WISCONSIN CONSERVATION VOICES | |||||||
| 133 S BUTLER ST STE 320 | MADISON | WI | 50703 | PC | General Purpose | $50,000 | |
| WISCONSIN DEMOCRACY CAMPAIGN | |||||||
| 203 S PATERSON ST | MADISON | WI | 53703 | PC | Exposing the Polluters | $5,000 | |
| WISCONSIN PROGRESS INSTITUTE | |||||||
| PO BOX 1292 | MILWAUKEE | WI | 53201 | PC | Wisconsin Progress Institute | $15,000 | |
| WISCONSIN VOICES | |||||||
| 633 S HAWLEY RD | MILWAUKEE | WI | 53214 | PC | Relational Organizing | $50,000 | |
| WISCONSIN WETLANDS ASSOCIATION | |||||||
| 214 N HAMILTON ST | MADISON | WI | 53703 | PC | Communicating the importance | $5,000 | SUITE 112 |
| WUWM-MILWAUKEE'S NPR | |||||||
| 111 E WISCONSIN AVE STE 700 | MILWAUKEE | WI | 53202 | PC | WUWM Environmental Reporting | $15,000 | 201 |
| YWCA WEST CENTRAL MICHIGAN | |||||||
| 25 SHELDON AVE SE | GRAND RAPIDS | MI | 49503 | PC | YWCA Nurse Examiner Program | $20,000 | |
| ABLE | |||||||
| 803 W WELLS STREET | MILWAUKEE | WI | 532331436 | PC | General Purpose | $100 | |
| ACCION | |||||||
| 10 FAWCETT STREET SUITE 204 | CAMBRIDGE | MA | 02138 | PC | General Purpose | $100 | |
| AMERICAN FRIENDS SERVICE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | General Purpose | $200 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | General Purpose | $100 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | General Purpose | $100 | |
| ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | PC | General Purpose | $200 | |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | PC | General Purpose | $100 | |
| ASSOCIATED SCIENTISTS AT WOODS HOLE | |||||||
| BOX 721 3 WATER STREET | WOODS HOLE | MA | 02543 | PC | General Purpose | $500 | |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE ST BOX 45 | BELOIT | WI | 53511 | PC | General Purpose | $500 | |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | PC | General Purpose | $100 | |
| BIRCH CREEK MUSIC PERFOMANCE CENTER | |||||||
| 3821 COUNTY RD E | EGG HARBOR | WI | 54209 | PC | General Purpose | $200 | |
| BRIGHT FOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PC | General Purpose | $100 | |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||
| 1220 L ST NW SUITE 300 | WASHINGTON | DC | 20005 | PC | General Purpose | $100 | |
| CLIMATE CHANGE COALITION OF DOOR COUNTY | |||||||
| PO BOX 812 | STURGEON BAY | WI | 54235 | PC | General Purpose | $1,000 | |
| COASTAL WATERSHED COUNCIL | |||||||
| 107 DAKOTA AVE SUITE 4 | SANTA CRUZ | CA | 95060 | PC | General Purpose | $500 | |
| COE COLLEGE | |||||||
| 1220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | PC | General Purpose | $1,000 | |
| COLLEGE POSSIBLE | |||||||
| 755 PRIOR AVENUE NORTH SUITE 210 | SAINT PAUL | MN | 55104 | PC | General Purpose | $200 | ATTN BUSINESS OFFICE 220 |
| COMMUNITY FOUNDATION GENERATIONS AHEAD FUND | |||||||
| 223 LAKE AVE STE B | TRAVERSE CITY | MI | 49684 | PC | General Purpose | $200 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | General Purpose | $500 | |
| ELEPHANT SANCTUARY | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | PC | General Purpose | $200 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | General Purpose | $300 | |
| ESPERANCA | |||||||
| 1911 WEST EARLL DRIVE | PHOENIX | AZ | 85015 | PC | General Purpose | $100 | |
| FINCA INTERNATIONAL | |||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | PC | General Purpose | $100 | |
| FLORIDA KEYS LAND & SEA TRUST | |||||||
| 5550 OVERSEAS HIGHWAYS | MARATHON | FL | 33050 | PC | General Purpose | $700 | |
| FRESHWATER FUTURE | |||||||
| PO BOX 2479 | PETOSKEY | MI | 49770 | PC | General Purpose | $300 | |
| FRIENDS OF SAGUARO NATIONAL PARK | |||||||
| 2700 NORTH KINNEY ROAD | TUCSON | AZ | 85743 | PC | General Purpose | $500 | |
| FRIENDS OF THE BLACK RIVER FOREST | |||||||
| PO BOX 804 | SHEBOYGAN | WI | 53082 | PC | General Purpose | $500 | |
| FRIENDS OF THE KAL-HAVEN TRAIL | |||||||
| PO BOX 191 | BLOOMINGDALE | MI | 49026 | PC | General Purpose | $200 | |
| GENTLE GIANTS DRAFT HORSE RESCUE | |||||||
| 17250 OLD FREDERICK ROAD | MOUNT AIRY | MD | 21771 | PC | General Purpose | $100 | |
| GLAUCOMA RESEARCH FOUNDATION | |||||||
| 251 POST STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | PC | General Purpose | $100 | |
| HABITAT FOR HUMANITY | |||||||
| 285 PEACHTREE CENTER AVE NW SUITE 2 | ATLANTA | GA | 30303 | PC | General Purpose | $200 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | PC | General Purpose | $200 | |
| HORIZON HOME CARE HOSPICE | |||||||
| 11400 W LAKE PARK DR | MILWAUKEE | WI | 53224 | PC | General Purpose | $200 | |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 101183299 | PC | General Purpose | $300 | |
| HUMANE SOCIETY INTERNATIONAL | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | PC | General Purpose | $200 | |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH STREET SUITE 450 | NEW YORK | NY | 10013 | PC | General Purpose | $500 | |
| INTERNATIONAL CRANE FOUNDATION | |||||||
| PO BOX 447 | BARABOO | WI | 53913 | PC | General Purpose | $200 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | General Purpose | $500 | |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | |||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 100384730 | PC | General Purpose | $500 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | General Purpose | $200 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | |||||||
| PO BOX 11036 | LEWISTON | ME | 04243 | PC | General Purpose | $500 | |
| LUNG CANCER RESEARCH FOUNDATION | |||||||
| 1 POINT PLACE SUITE 202 | MADISON | WI | 53719 | PC | General Purpose | $300 | |
| LUPUS FOUNDATION NEW ENGLAND | |||||||
| 40 SPEEN STREET SUITE 101 | FRAMINGHAM | MA | 017011898 | PC | General Purpose | $100 | |
| MILWAUKEE CHAMBER THEATRE | |||||||
| 158 M BROADWAY 5TH FLOOR | MILWAUKEE | WI | 53202 | PC | General Purpose | $200 | |
| MILWAUKEE REPERTORY THEATER | |||||||
| 108 E WELLS ST | MILWAUKEE | WI | 53202 | PC | General Purpose | $300 | |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | PC | General Purpose | $500 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | General Purpose | $200 | |
| NEU LIFE COMMUNITY DEVELOPMENT | |||||||
| 2014 W NORTH AVE | MILWAUKEE | WI | 53205 | PC | General Purpose | $200 | |
| NPH USA | |||||||
| 134 NORTH LA SALLE STREET SUITE 50 | CHICAGO | IL | 606021036 | PC | General Purpose | $400 | |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | General Purpose | $200 | |
| ORBIS INTERNATIONAL | |||||||
| 520 8TH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | PC | General Purpose | $400 | |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 021142206 | PC | General Purpose | $300 | |
| PARALLEL 45 | |||||||
| PO BOX 1829 | TRAVERSE CITY | MI | 496851829 | PC | General Purpose | $200 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | General Purpose | $1,000 | |
| PLANNED PARENTHOOD OF WISCONSIN INC | |||||||
| 302 N JACKSON STREET | MILWAUKEE | WI | 53202 | PC | General Purpose | $1,000 | |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILWOOD | VA | 22646 | PC | General Purpose | $200 | |
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBIITIES | |||||||
| 962 WAYNE AVE SUITE 610 | SILVER SPRING | MD | 209104453 | PC | General Purpose | $200 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HWY E - SUITE 400 | FAIRFIELD | CT | 06825 | PC | General Purpose | $500 | |
| SESAME WORKSHOP | |||||||
| PO BOX 21609 | NEW YORK | NY | 10087 | PC | General Purpose | $100 | |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | PC | General Purpose | $200 | |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | PC | General Purpose | $300 | |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | General Purpose | $100 | |
| TECHNOSERVE | |||||||
| 1120 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | General Purpose | $200 | |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | PC | General Purpose | $300 | |
| THE CENTER FOR MICHIGAN - BRIDGE MAGAZINE | |||||||
| 4100 N DIXBORO RD | ANN ARBOR | MI | 48105 | PC | General Purpose | $100 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101634777 | PC | General Purpose | $300 | |
| THE NATURE CONSERVANCY WI | |||||||
| 633 WEST MAIN STREET | MADISON | WI | 53703 | PC | General Purpose | $500 | |
| UN FOUNDATION (NOTHING BUT NETS) | |||||||
| PO BOX 96539 | WASHINGTON | DC | 200906539 | PC | General Purpose | $200 | |
| UNITED PERFORMING ARTS FUND | |||||||
| 301 W WISCONSIN AVE 600 | MILWAUKEE | WI | 53203 | PC | General Purpose | $300 | |
| USA FOR UNHCR | |||||||
| 1775 K STREET NW SUITE 580 | WASHINGTON | DC | 20006 | PC | General Purpose | $200 | |
| WISCONSIN HUMANCE SOCIETY | |||||||
| 4500 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | PC | General Purpose | $500 | |
| WORLD LITERACY FOUNDATION | |||||||
| PO BOX 44 | GRANDVILLE | MI | 49468 | PC | General Purpose | $100 | |
| WORLD WITHOUT HATE | |||||||
| PO BOX 601461 | DALLAS | TX | 75360 | PC | General Purpose | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,389,961 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,230,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,352,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,352,664 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,240 | Amt |
| Net Investment Income | $1,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,120 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $10,525,345 | EOYBookValueAmt |
| EOYFMV | $10,892,436 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $24,930,329 | EOYBookValueAmt |
| EOYFMV | $34,619,524 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMODITIES | AT COST | $2,129,169 | $2,170,464 |
| BGLP PARTNERSHIP INTEREST | AT COST | $289,447 | $288,536 |
| REAL ESTATE FUNDS | $879,216 | $1,016,119 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,878 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LIMITED PARTNERSHIP EXPENSES | $416 | |
| INSURANCE | $2,442 | $2,442 |
| MEMBERSHIPS | $6,325 | $6,325 |
| OFFICE EXPENSES | $386 | $386 |
| PAYROLL PROCESSING FEES | $1,139 | $1,139 |
| UTILITIES | $1,345 | $1,345 |
| MISCELLANEOUS | $1,282 | $1,282 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX EXEMPT K-1 INCOME | $3,506 | $0 |
| ORDINARY K-1 INCOME | $2 | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $69,343 | Amt |
| Net Investment Income | $69,343 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $28,472 | $28,472 |
| EXCISE TAXES | $50,860 |
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