THE BROOKBY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKBY FOUNDATION (EIN 38-3202330)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349103958
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T17:33:01-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Campau Avenue NW Suite 500 | AddressLine1Txt |
| City | Grand Rapids | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495032609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2624780629 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Greeney | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNA REYNOLDS | PreparerPersonNm |
| PTIN | P00854273 | PTIN |
| Phone | 6167740774 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,148,033 | 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 | $665,404 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,150,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,150,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $563,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,375,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,636,774 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,751 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,513 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,383,870 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,788,289 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,197 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,197 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,000 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,345 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,345 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,508 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,726 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,352 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $16,182 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,182 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $27,175 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $27,175 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,302 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,832 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $241,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $130,931 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,744,808 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,744,808 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,986,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,875,739 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$602,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,688,084 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,494 | CashBOYAmt |
| Cash EOY | $11,885 | CashEOYAmt |
| Cash EOYFMV | $11,885 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,133,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,177,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,177,165 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $24,520,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,741,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,866,021 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,524,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,524,888 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,630,695 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,310,111 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,435,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,462,267 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,494,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,891,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,148,033 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $91 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $91 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $41,494,249 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,891,331 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,494,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,891,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,494,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,891,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,494,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$602,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,891,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,891,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| TOTAL CAPITAL GAIN DISTRIBUTIONS | P | $53,857 | $53,857 | $0 | $53,857 | |
| PUBLICLY TRADED SECURITIES | P | $2,295,670 | $2,295,670 | $0 | $2,295,670 | $0 |
| BG GAIN | P | $8,148 | $8,148 | $0 | $8,148 | |
| Mich-Cal Liquidation | P | $279,099 | $279,099 | $0 | $279,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,636,774 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,271,491 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,060,253 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052751 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,552,031 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,382,267 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066490 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,808,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,331,562 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047184 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,296,896 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,776,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034331 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,005,471 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,129,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045435 | DistributionYr5Rt |
| Total Distribution | 0.246191 | TotalDistributionRt |
| Average Distribution | 0.049238 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,113,217 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,221,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,881 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,258,166 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,875,739 | 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 | $36,881 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,881 | SubtotalAmt |
| Tax Based On Investment Income | $36,881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,826 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $49,826 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,945 | OverpaymentAmt |
| Applied To ES Tax | $12,945 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | NICOLE LIGHTWINE | IndividualWithBooksNm |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| PAUL GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | VICE PRESIDENT / TREASURER | 30.000 | $0 | $0 | $0 |
| WENDY GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | PRESIDENT/SECRETARY | 1.000 | $0 | $0 | $0 |
| DANIEL GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | BOARD TRUSTEE | 1.000 | $0 | $0 | $0 |
| JONATHAN GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | BOARD TRUSTEE | 1.000 | $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 | 30.000 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $58,000 | CompensationAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
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 | $43,739,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,753,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $307,339 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,800,220 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $45,800,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $687,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,113,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,255,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,255,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,881 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,881 | TotalTaxAmt |
| Distributable Before Adj | $2,218,780 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,218,780 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,218,780 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,875,739 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,875,739 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $36,881 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,838,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,239,511 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $371,552 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,826 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $520,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,875,739 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,239,511 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $636,228 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,156,606 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,156,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $371,552 | ExcessFromYear2Amt |
| Excess From Year1 | $148,826 | ExcessFromYear1Amt |
| Excess From Current Year | $636,228 | ExcessFromCurrentYearAmt |
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 | GRANT REQUESTS ARE REVIEWED THREE (3) TIMES EACH YEAR. ALL GRANT REQUESTS SHALL BE INITIATED WITH A LETTER OF INQUIRY (LOI) USING THE ONLINE GRANT PORTAL. A REVIEW OF THE LOI WILL DETERMINE IF THE REQUEST ALIGNS WITH OUR GRANTMAKING STRATEGIES. LOI SHOULD BE SUBMITTED BY THE DATES BELOW, IN ACCORDANCE WITH OUR GRANT CYCLE. SPRING REVIEW IS RESTRICTED TO EDITH BLODGETT LEGACY FUND REQUESTS. ONLY FORMER BLODGETT FOUNDATION GRANTEES ARE ELIGIBLE TO APPLY DURING THE SPRING REVIEW CYCLE. NEW APPLICANTS ARE ONLY ELIGIBLE TO APPLY DURING THE SUMMER AND WINTER REVIEW CYCLES. APPLICANTS MAY REQUEST FUNDING ONCE PER CALENDAR YEAR. IF LOI IS APPROVED, A FULL APPLICATION WITH SUPPORTING DOCUMENTS WILL BE REQUESTED. APPLICANTS WILL BE NOTIFIED IF ANY ADDITIONAL INFORMATION IS REQUIRED PRIOR TO REVIEW MEETING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING (BEFORE 2/15); SUMMER(BEFORE 5/15); WINTER (BEFORE 10/15) | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (179 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 45th Parallel | |||||||
| PO Box 12273 | Portland | OR | 97212 | NONE | PC | 10th Anniversary Season | $10,000 |
| ABLE | |||||||
| 803 West Wells Street | Milwaukee | WI | 53223 | NONE | PC | General Support | $200 |
| Accion | |||||||
| 10 Fawcett Street Suite 204 | Cambridge | MA | 02138 | NONE | PC | General Support | $200 |
| ACLU of Wisconsin Foundation | |||||||
| 207 E Buffalo Street Suite 325 | Milwaukee | WI | 53202 | NONE | PC | ACLU of Wisconsin Student Alliance | $20,000 |
| Aldo Leopold Foundation Inc | |||||||
| E13701 Levee Road | Baraboo | WI | 539139727 | NONE | PC | Future Leaders Campaign | $10,000 |
| Alliance for the Great Lakes | |||||||
| 150 N Michigan Avenue Suite 700 | Chicago | IL | 60601 | NONE | PC | Great Lakes Protection & Restoration | $100,000 |
| American Friends Service | |||||||
| AFSC Development 1501 Cherry St | Philadelphia | PA | 19102 | NONE | PC | General Support | $400 |
| American Heart Association | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | NONE | PC | General Support | $200 |
| American Red Cross Michigan Region | |||||||
| 1050 Fuller Ave NE | Grand Rapids | MI | 49503 | NONE | PC | Disaster Services | $10,000 |
| Americares | |||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | NONE | PC | General Support | $200 |
| Arbor Day Foundation | |||||||
| 100 Arbor Avenue | Nebraska City | NE | 68410 | NONE | PC | General Support | $400 |
| Arthritis National Research Foundation | |||||||
| 5354 E 2nd St Suite 201 | Long Beach | CA | 90803 | NONE | PC | General Support | $100 |
| ASPCA | |||||||
| 424 E 92nd St | New York | NY | 101286804 | NONE | PC | General Support | $200 |
| Associated Scientists at Woods Hole | |||||||
| Box 721 3 Water Street | Woods Hole | MA | 02543 | NONE | PC | General Support | $500 |
| Beloit College Beloiter Fund | |||||||
| 700 College Street | Beloit | WI | 53511 | NONE | PC | General Support | $1,000 |
| Best Friends Animal Society | |||||||
| 5001 Angel Canyon Road | Kanab | UT | 847415000 | NONE | PC | General Support | $200 |
| Birch Creek Music Performance Center | |||||||
| PO Box 230 | Egg Harbor | WI | 542090230 | NONE | PC | General Support | $400 |
| Blue Lake Fine Arts Camp | |||||||
| 300 E Crystal Lake Road | Crystal Lake | MI | 04945 | NONE | PC | Grand Rapids Symphony Summer Performance at Blue Lake | $3,500 |
| Bridge Magazine The Center for Michigan | |||||||
| 4100 N Dixboro Rd | Ann Arbor | MI | 48105 | NONE | PC | General Support | $100 |
| Bright Focus Foundation | |||||||
| 22512 Gateway Center Drive | Clarksburg | MD | 20871 | NONE | PC | General Support | $200 |
| Camp Blodgett | |||||||
| 528 Bridge Street NW Ste 6 | Grand Rapids | MI | 49504 | NONE | PC | Climbing Wall Match | $24,000 |
| Center for Science in the Public Interest | |||||||
| 1220 L St NW Suite 300 | Washington | DC | 20005 | NONE | PC | General Support | $200 |
| Center for Transformative Action | |||||||
| 119 Anabel Taylor Hall | Ithica | NY | 14853 | NONE | PC | CurrentCast | $15,000 |
| Children's Leukemia Foundation of Michigan | |||||||
| 146 Monroe Center NW Suite 810 | Grand Rapids | MI | 49503 | NONE | PC | Patient Services | $3,000 |
| Circle of Blue | |||||||
| 800 W Eleventh Street | Traverse City | MI | 49684 | NONE | PC | Michigan Groundwater Contamination | $25,000 |
| Circle of Blue | |||||||
| 800 W Eleventh Street | Traverse City | MI | 49684 | NONE | PC | General Support | $25,000 |
| Clean Wisconsin | |||||||
| 634 West Main Street Suite 300 | Madison | WI | 53703 | NONE | PC | Research and Analysis | $50,000 |
| Coastal Watershed Council | |||||||
| 107 Dakota Ave Suite 4 | Santa Cruz | CA | 95060 | NONE | PC | General Support | $500 |
| College Possible | |||||||
| 1515 N Rivercenter Drive Suite 105 | Milwaukee | WI | 53212 | NONE | PC | General Support | $400 |
| Council of Michigan Foundations | |||||||
| 1 S Harbor Dr Ste 8 | Grand Haven | MI | 49417 | NONE | PC | Great Lakes Funder Collaborative | $3,000 |
| DA Blodgett-St John's | |||||||
| 805 Leonard Street NE | Grand Rapids | MI | 49503 | NONE | PC | Together for Kids Campaign | $83,333 |
| Dairy Grazing Apprenticeship Inc | |||||||
| 7234 Gad Rd | Medford | WI | 54451 | NONE | PC | General Support & Video Production | $165,000 |
| Doctors without Borders | |||||||
| 40 Rector St 16th Floor | New York | NY | 10006 | NONE | PC | General Support | $1,000 |
| Elephant Sanctuary | |||||||
| PO Box 393 | Hohenwald | TN | 38462 | NONE | PC | General Support | $400 |
| Environmental Defense Fund | |||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20009 | NONE | PC | General Support | $600 |
| Environmental Law & Policy Center | |||||||
| 35 E Wacker Drive Suite 1600 | Chicago | IL | 60601 | NONE | PC | Michigan Support | $50,000 |
| Esperanca | |||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20009 | NONE | PC | General Support | $200 |
| Feeding America Eastern WI | |||||||
| 1700 W Fond Du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | General Support | $2,500 |
| FINCA International | |||||||
| 1201 15th Street NW 8th Floor | Washington | DC | 20005 | NONE | PC | General Support | $200 |
| Florida Keys Land & Sea Trust | |||||||
| 5550 Overseas HWY | Marathon | FL | 33050 | NONE | PC | General Support | $1,400 |
| Free to Breathe | |||||||
| 1 Point Place Suite 200 | Madison | WI | 53719 | NONE | PC | General Support | $600 |
| Freshwater Future | |||||||
| PO Box 2479 | Petoskey | MI | 49770 | NONE | PC | General Support | $200 |
| Friends of Saguaro National Park | |||||||
| 2700 North Kinney Road | Tucson | AZ | 85743 | NONE | PC | General Support | $1,000 |
| Friends of the Kal-Haven Trail | |||||||
| PO BOX 156 | LAWRENCE | MI | 49064 | NONE | PC | General Support | $400 |
| Gathering Waters Wisconsin's Alliance for Land Trusts | |||||||
| 211 S Paterson St Suite 270 | MADISON | WI | 53703 | NONE | PC | General Support, Communications Capacity | $50,000 |
| Gentle Giants Draft Horse Rescue | |||||||
| 17250 Old Frederick Road | Mount Airy | MD | 21771 | NONE | PC | General Support | $200 |
| Girls Write Now | |||||||
| 247 W 37th St 1000 | New York | NY | 10018 | NONE | PC | General Support | $5,000 |
| Glaucoma Research Foundation | |||||||
| 251 Post St Ste 600 | San Franscisco | CA | 94108 | NONE | PC | General Support | $200 |
| Grand Rapids Art Museum | |||||||
| 101 Monroe Center St NW | Grand Rapids | MI | 49503 | NONE | PC | Sunday Classical Concert Series | $30,000 |
| Grand Rapids Civic Theatre | |||||||
| 30 N Division | Grand Rapids | MI | 49503 | NONE | PC | Stars! And SRTI Summer Youth Theatre Camps | $8,500 |
| Grand Rapids Public Museum | |||||||
| 272 Pearl St NW | Grand Rapids | MI | 49504 | NONE | PC | Science Programming and STEM Initiative | $10,000 |
| Grand Rapids Symphony | |||||||
| 300 Ottawa Ave NW Suite 100 | Grand Rapids | MI | 49503 | NONE | PC | Edith Blodgett Legacy Matching Challenge | $100,000 |
| Grand Rapids Symphony | |||||||
| 300 Ottawa Ave NW Suite 100 | Grand Rapids | MI | 49503 | NONE | PC | Grand Rapids Ballet Nutcracker | $60,000 |
| Grand Rapids Symphony | |||||||
| 300 Ottawa Ave NW Suite 100 | Grand Rapids | MI | 49503 | NONE | PC | Blue Lake Concert | $35,468 |
| Grand Rapids Symphony | |||||||
| 300 Ottawa Ave NW Suite 100 | Grand Rapids | MI | 49503 | NONE | PC | Mayflower Christmas Oratorio | $3,950 |
| Grand Traverse Regional Land Conservancy | |||||||
| 3860 N Long Lake Rd Suite D | Traverse City | MI | 49684 | NONE | PC | Upper Manistee Headwaters Preserve | $62,500 |
| Grand Traverse Regional Land Conservancy | |||||||
| 3860 N Long Lake Rd Suite D | Traverse City | MI | 49684 | NONE | PC | Water Quality and Farmland Protection | $50,000 |
| Grandville Avenue Arts & Humanities | |||||||
| 644 Grandville Avenue SW | Grand Rapids | MI | 49503 | NONE | PC | After-School Music Programming | $4,000 |
| Great Lakes Fishery Trust | |||||||
| 230 N Washington Square Suite 300 | Lansing | MI | 48933 | NONE | PC | Grand Traverse Stewardship Initiative | $25,000 |
| Habitat for Humanity | |||||||
| 121 Habitat St | Americus | GA | 31709 | NONE | PC | General Support | $400 |
| Habitat for Humanity Baton Rouge | |||||||
| 6554 Florida Blvd | Baton Rouge | LA | 70806 | NONE | PC | General Support | $500 |
| Habitat for Humanity Grand Traverse Region | |||||||
| 1129 Woodmere Avenue Suite F | Traverse City | MI | 49686 | NONE | PC | General Support | $1,000 |
| Harbor District Inc | |||||||
| 600 E Greenfield Ave | Milwaukee | WI | 53204 | NONE | PC | Community Science | $20,000 |
| Homes for Our Troops | |||||||
| 6 Main Street | Taunton | MA | 02780 | NONE | PC | General Support | $400 |
| Horizon Home Care Hospice | |||||||
| 11400 W LAKE PARK DR | MILWAUKEE | WI | 53224 | NONE | PC | General Support | $400 |
| Hospice of Michigan | |||||||
| 989 Spaulding SE | Ada | MI | 49301 | NONE | PC | Grief Support Program in West Michigan | $10,000 |
| Human Rights Watch | |||||||
| 350 Fifth Avenue 34th floor | New York | NY | 101183299 | NONE | PC | General Support | $600 |
| Humane Society International | |||||||
| 350 Fifth Avenue 34th floor | New York | NY | 101183299 | NONE | PC | General Support | $400 |
| Hunger Task Force Inc | |||||||
| 201 South Hawley Court | Milwaukee | WI | 53214 | NONE | PC | Emergency Food Program Summer Meals and Farm Environmental Education | $25,000 |
| Innocence Project Inc | |||||||
| 350 Fifth Avenue 34th floor | New York | NY | 101183299 | NONE | PC | General Support | $1,000 |
| Interlochen Center for the Arts | |||||||
| PO Box 199 | Interlochen | MI | 49643 | NONE | PC | Scholarships | $30,000 |
| International Crane Foundation | |||||||
| PO Box 447 | Baraboo | WI | 53913 | NONE | PC | General Support | $400 |
| International Medical Corps | |||||||
| 12400 Wilshire Blvd Suite 1500 | Los | CA | 90025 | NONE | PC | General Support | $1,000 |
| International Planned Parenthood Federation | |||||||
| 125 Maiden Lane 9th Floor | New York | NY | 100384730 | NONE | PC | General Support | $1,000 |
| International Rescue Committee | |||||||
| 125 Maiden Lane 9th Floor | New York | NY | 100384730 | NONE | PC | General Support | $400 |
| Land Conservancy of West Michigan | |||||||
| 400 Ann St NW Suite 102 | Grand Rapids | MI | 49504 | NONE | PC | The Highlands Phase One | $50,000 |
| League of Women Voters Education Fund | |||||||
| 1730 M Street NW Suite 1000 | Washington | DC | 200364508 | NONE | PC | General Support | $1,000 |
| League of Women Voters Wisconsin | |||||||
| 612 W Main St Ste 200 | Madison | WI | 53703 | NONE | PC | Membership Coordinator | $35,000 |
| Leelanau Conservancy | |||||||
| P O Box 1007 | Leeland | MI | 49654 | NONE | PC | Water Quality and Farmland Protection | $50,000 |
| Life Navigators | |||||||
| 7203 West Center Street | Wauwatosa | WI | 53210 | NONE | PC | General Support | $400 |
| Lupus Foundation of America | |||||||
| 2121 K Street NW Suite 200 | Washington | DC | 20037 | NONE | PC | General Support | $200 |
| Massachusetts General Hospital | |||||||
| 125 Nashua Street Suite 540 | Boston | MA | 021141101 | NONE | PC | General Support | $1,000 |
| Mequon Nature Preserve Inc | |||||||
| 8200 W County Line Road | Mequon | WI | 53097 | NONE | PC | Watershed and Water Health Education for Urban Youth | $25,000 |
| Mercy Corps | |||||||
| PO Box 2669 | Portland | OR | 97208 | NONE | PC | General Support | $400 |
| Metro Arts Inc | |||||||
| 240 SW Canby St | Portland | OR | 97219 | NONE | PC | Young Artists Debut Van Buren Competition & Concerto Concert | $10,000 |
| Michigan League of Conservation Voters Education Fund | |||||||
| 3029 Miller Road | Ann Arbor | MI | 48103 | NONE | PC | General Support | $50,000 |
| Midwest Renewable Energy Association (MREA) | |||||||
| 7558 Deer Road | Custer | WI | 54423 | NONE | PC | Innovative Energy Fair Speaker Tracks | $7,000 |
| Milwaukee Chamber Theatre | |||||||
| 158 N Broadway 5th Floor | Milwaukee | WI | 53202 | NONE | PC | General Support | $400 |
| Milwaukee Habitat for Humanity | |||||||
| 3726 North Booth Street | Milwaukee | WI | 53212 | NONE | PC | Affordable Housing for Two Low-Income Families | $2,000 |
| Milwaukee Habitat for Humanity | |||||||
| 158 N Broadway 5th Floor | Milwaukee | WI | 53202 | NONE | PC | General Support | $300 |
| Milwaukee Repertory Theater | |||||||
| 108 E Wells St | Milwaukee | WI | 53202 | NONE | PC | General Support | $600 |
| Milwaukee Rescue Mission | |||||||
| 830 N 19th St | Milwaukee | WI | 53233 | NONE | PC | General Support | $1,000 |
| Milwaukee Riverkeeper | |||||||
| 1845 N Farwell Ave Suite 100 | Milwaukee | WI | 53202 | NONE | PC | Communications and Digital Advocacy | $40,000 |
| Milwaukee Symphony Orchestra Inc | |||||||
| 1101 N Market Street Suite 100 | Milwaukee | WI | 532023148 | NONE | PC | Water Currents Concert and Discussion Series | $5,000 |
| Milwaukee Water Commons | |||||||
| 2027 W Fond Du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | Milwaukee Water Commons Water School | $18,000 |
| Mote Marine Laboratory | |||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | NONE | PC | Coral Reef Research and Restoration & Disaster Relief | $75,000 |
| National Audubon Society | |||||||
| 225 Varick St 7th Fl | New York | NY | 10014 | NONE | PC | General Support | $400 |
| National Parks Conservation Association (HOW) | |||||||
| 8 S Michigan Ave Suite 2900 | Chicago | IL | 60603 | NONE | PC | Membership Building Great Lakes Restoration | $15,000 |
| Natural Resources Defense Council | |||||||
| 40 West 20th Street 11th floor | New York | NY | 10011 | NONE | PC | General Support | $400 |
| Natural Resources Foundation of Wisconsin | |||||||
| PO Box 2317 | Madison | WI | 53701 | NONE | PC | Restoring Wisconsin's Central Sands Landscape | $10,000 |
| Neighborhood House of Milwaukee | |||||||
| 2819 W Richardson Place | Milwaukee | WI | 53208 | NONE | PC | Nature Center Stewardship Activities Project | $5,000 |
| Neu Life Community Development | |||||||
| 2014 W North Ave | Milwaukee | WI | 53205 | NONE | PC | General Support | $400 |
| Northwest Documentary | |||||||
| 6 NE Tillamook | Portland | OR | 97212 | NONE | PC | Canopy Stories Anthology Documentary | $5,000 |
| NPH USA | |||||||
| 134 North La Salle Street Suite 500 | Chicago | IL | 606021036 | NONE | PC | General Support | $800 |
| Ocean Conservancy | |||||||
| 134 North La Salle Street Suite 500 | Chicago | IL | 606021036 | NONE | PC | General Support | $400 |
| Opera Grand Rapids | |||||||
| 1320 East Fulton St | Grand Rapids | MI | 49503 | NONE | PC | Emerging Artists Program | $10,000 |
| Orbis International | |||||||
| 520 8th Avenue 12th Floor | New York | NY | 10018 | NONE | PC | General Support | $800 |
| Oregon Public Broadcasting | |||||||
| 7140 SW Macadam Avenue | Portland | OR | 97219 | NONE | PC | General Support | $2,000 |
| Oregon Symphony | |||||||
| 921 5W Washington St Ste 200 | Portland | OR | 97205 | NONE | PC | Musical Director Serach | $102,000 |
| Oregon Symphony | |||||||
| 921 5W Washington St Ste 200 | Portland | OR | 97205 | NONE | PC | General Support | $98,000 |
| Oregon Symphony | |||||||
| 921 5W Washington St Ste 200 | Portland | OR | 97205 | NONE | PC | Gala | $50,000 |
| Oregon Symphony | |||||||
| 921 5W Washington St Ste 200 | Portland | OR | 97205 | NONE | PC | Percussion Position Enhancements | $17,686 |
| Oxfam America | |||||||
| 226 Causeway Street 5th Floor | Boston | MA | 021142206 | NONE | PC | General Support | $600 |
| Ozaukee County Planning & Parks Department | |||||||
| PO Box 994 | Port Washington | WI | 53074 | NONE | PC | Invasive Species Management and Tree Planting | $20,000 |
| Ozaukee County Planning & Parks Department | |||||||
| PO Box 994 | Port Washington | WI | 53074 | NONE | PC | Restoring Fish Passage on Buser Creek and Mole Creek | $10,000 |
| Ozaukee Washington Land Trust Inc | |||||||
| 200 Wisconsin Street | West Bend | WI | 53095 | NONE | PC | Allies for Healthier Communities and General Operations | $40,000 |
| Parallel 45 | |||||||
| PO Box 1829 | Traverse City | MI | 496851829 | NONE | PC | General Support | $400 |
| Park People | |||||||
| 1845 N Farwell Ave 100 | Milwaukee | WI | 53202 | NONE | PC | Milwaukee County Parks Citizen Science & Research Intern | $10,000 |
| Partners in Health | |||||||
| PO Box 996 | Frederick | MD | 217059942 | NONE | PC | General Support | $200 |
| Peabody Institute of the Johns Hopkins University | |||||||
| 1 East Mount Vernon Place | Baltimore | MD | 21202 | NONE | PC | Percussion Scholarship & Programming | $50,000 |
| Phoenix Society for Burn Survivors | |||||||
| 1835 RW Berends Dr SW | Grand Rapids | MI | 49519 | NONE | PC | World Burn Congress Scholarship | $6,000 |
| Planned Parenthood Federation of America | |||||||
| 123 William Street 10th Floor | New York | NY | 10038 | NONE | PC | General Support | $2,000 |
| Planned Parenthood of Michigan | |||||||
| 950 Victors Way Unit 100 | Ann Arbor | MI | 48108 | NONE | PC | Safer Choices & Navigating Uncharted Waters | $15,000 |
| Planned Parenthood of Wisconsin Inc | |||||||
| 302 N Jackson Street | Milwaukee | WI | 53202 | NONE | PC | General Support | $2,000 |
| Portland Japanese Garden | |||||||
| 611 SW Kingston Ave | Portland | OR | 97205 | NONE | PC | Cultural Crossing | $25,000 |
| Prairie Biotic Research Inc | |||||||
| PO Box 5424 | Madison | WI | 53705 | NONE | PC | Small Grant Program | $5,000 |
| Princeton Area Community Foundation | |||||||
| 15 Princess Road | Lawrenceville | NJ | 08648 | NONE | PC | General Support | $100 |
| Project Hope | |||||||
| 255 Carter Hall Lane | Millwood | VA | 22646 | NONE | PC | General Support | $400 |
| Public Employees for Environmental Responsibility | |||||||
| 962 Wayne Ave Suite 610 | Silver Spring | MD | 209104453 | NONE | PC | General Support | $400 |
| River Alliance of Wisconsin | |||||||
| 147 S Butler St 2 | Madison | WI | 53703 | NONE | PC | General Support | $15,000 |
| River Alliance of Wisconsin | |||||||
| 147 S Butler St 2 | Madison | WI | 53703 | NONE | PC | General Support | $500 |
| River Revitalization Foundation | |||||||
| 2134 N Riverboat Rd | Milwaukee | WI | 53212 | NONE | PC | FORB (Fostering Our Riparian Biodiversity) | $15,000 |
| Riveredge Nature Center | |||||||
| PO Box 26 | Newburg | WI | 53060 | NONE | PC | Scientist in Residence | $40,000 |
| Save the Children | |||||||
| 501 Kings Hwy E Suite 400 | Fairfield | CT | 06825 | NONE | PC | General Support | $1,000 |
| Schlitz Audubon Nature Center | |||||||
| 1111 E Brown Deer Rd | Milwaukee | WI | 53217 | NONE | PC | Wheelchair Accessible Trail Project | $5,000 |
| Second Chance Ranch and Rescue | |||||||
| PO Box 802 | Boyne City | MI | 49712 | NONE | PC | General Support | $500 |
| SEEDS | |||||||
| PO Box 2454 | Traverse City | MI | 49685 | NONE | PC | 2018 Youth Conservation Corps | $15,000 |
| Sesame Workshop | |||||||
| GPO Box 5587 JPMorgan Chase Bank NY | New York | NY | 100875587 | NONE | PC | General Support | $200 |
| Sixteenth Street Community Health Centers | |||||||
| 1337 S Cesar Chavez Drive | Milwaukee | WI | 53204 | NONE | PC | Mi Camara, Nuestro Rio/My Camera, Our River | $20,000 |
| Smile Train | |||||||
| PO Box 96231 | Washington | DC | 200906231 | NONE | PC | General Support | $400 |
| Smithsonian Institution | |||||||
| PO Box 37012 | Washington | DC | 200137012 | NONE | PC | General Support | $100 |
| So Percussion Inc | |||||||
| 20 Grand Ave 205 | Brooklyn | NY | 11205 | NONE | PC | So Percussion Summer Institute | $25,000 |
| So Percussion Inc | |||||||
| 20 Grand Ave 205 | Brooklyn | NY | 11205 | NONE | PC | 2017-2018 Touring Support | $15,000 |
| Sojourner Family Peace Center | |||||||
| 619 W Walnut St | Milwaukee | WI | 53212 | NONE | PC | General Support | $600 |
| Southeastern Wisconsin Watersheds Trust Inc (Sweet Water) | |||||||
| 600 E Greenfield | Milwaukee | WI | 53204 | NONE | PC | 2018 Conference Scholarships | $4,000 |
| St Jude Children's Hospital | |||||||
| 262 Danny Thomas Pl | Memphis | TN | 38105 | NONE | PC | General Support | $200 |
| TART Trails | |||||||
| PO Box 252 | Traverse City | MI | 49685 | NONE | PC | Leelanau Trail Invasive Species Removal | $10,000 |
| Technoserve | |||||||
| 1120 19th Street NW 8th Floor | Washington | DC | 20036 | NONE | PC | General Support | $400 |
| The Carter Center | |||||||
| 453 Freedom Parkway | Atlanta | GA | 30307 | NONE | PC | General Support | $600 |
| The Michael J Fox Foundation for Parkinson's Research | |||||||
| PO Box 4777 Grand Central Station | New York | NY | 101634777 | NONE | PC | General Support | $600 |
| The Nature Conservancy | |||||||
| 101 E Cesar E Chavez Ave | Lansing | MI | 48906 | NONE | PC | Eastern Lake Michigan Coastal Invasives Project | $5,000 |
| The Nature Conservancy WI | |||||||
| 633 West Main Street | Madison | WI | 53703 | NONE | PC | General Support | $1,000 |
| The Ridges Sanctuary | |||||||
| PO Box 152 | Baileys Harbor | WI | 54202 | NONE | PC | Planting4Pollinators Educational Gardens | $7,587 |
| Together Wisconsin | |||||||
| 4230 N Oakland Ave Suite 136 | Milwaukee | WI | 53211 | NONE | PC | General Support | $50,000 |
| Trout Unlimited | |||||||
| 1777 N Kent St 100 | Arlington | VA | 22209 | NONE | PC | Citizen Science and Water Quality Monitoring Technologies | $36,784 |
| UN Foundation (Nothing But Nets) | |||||||
| PO Box 96539 | Washington | DC | 200906539 | NONE | PC | General Support | $400 |
| United Performing Arts Fund | |||||||
| 301 W Wisconsin Ave 600 | Milwaukee | WI | 53203 | NONE | PC | General Support | $600 |
| Urban Ecology Center | |||||||
| 1500 E Park Pl | Milwaukee | WI | 53211 | NONE | PC | Operating Support and Property Planning Coordinator | $95,000 |
| USA for UNHCR | |||||||
| 1775 K Street NW Suite 580 | Washington | DC | 20006 | NONE | PC | General Support | $400 |
| UWM Foundation | |||||||
| 600 East Greenfield Avenue | Milwaukee | WI | 53204 | NONE | PC | School of Freshwater Sciences Water Science Literacy | $40,000 |
| UWM Foundation | |||||||
| 600 East Greenfield Avenue | Milwaukee | WI | 53204 | NONE | PC | School of Freshwater Sciences Assistant Professorship for Water Policy | $135,000 |
| Virunga Fund Inc | |||||||
| 50 Court Street 712 | Brooklyn | NY | 11201 | NONE | PC | General Support | $1,000 |
| Vision Forward | |||||||
| 912 North Hawley Road | Milwaukee | WI | 53213 | NONE | PC | Music Therapy | $5,000 |
| Volunteers of America of Wisconsin & Minnesota | |||||||
| 7625 Metro Boulevard | Minneapolis | MN | 55439 | NONE | PC | General Support | $600 |
| West Michigan Environmental Action Council Education Foundation (WMEAC) | |||||||
| 1007 Lake Dr SE | Grand Rapids | MI | 49506 | NONE | PC | Teach for the Watershed | $7,000 |
| WGBH | |||||||
| One Guest Street | Boston | MA | 02135 | NONE | PC | General Support | $2,000 |
| Wisconsin Democracy Campaign | |||||||
| 203 S Paterson St | Madison | WI | 53703 | NONE | PC | Exposing the Polluters | $5,000 |
| Wisconsin Humane Society | |||||||
| 4500 West Wisconsin Avenue | Milwaukee | WI | 53208 | NONE | PC | General Support | $1,000 |
| Wisconsin League of Conservation Voters Institute | |||||||
| 133 S Butler St Ste 320 | Madison | WI | 50703 | NONE | PC | General Support | $50,000 |
| Wisconsin Progress Institute | |||||||
| PO Box 1292 | Milwaukee | WI | 53201 | NONE | PC | General Support | $15,000 |
| Wisconsin Public Radio | |||||||
| 821 University Ave | Madison | WI | 53706 | NONE | PC | General Support | $2,000 |
| Wisconsin Voices | |||||||
| 633 S Hawley Rd Suite 112 | Milwaukee | WI | 53214 | NONE | PC | General Support | $50,000 |
| Wisconsin Wetlands Association | |||||||
| 214 N Hamilton St 201 | Madison | WI | 53703 | NONE | PC | Wetland Literacy | $15,000 |
| World Wildlife Fund | |||||||
| PO Box 97180 | Washington | DC | 200907180 | NONE | PC | General Support | $1,000 |
| World Without Hate | |||||||
| PO Box 601461 | Dallas | TX | 75360 | NONE | PC | General Support | $1,000 |
| YWCA West Central Michigan | |||||||
| 25 Sheldon Blvd SE | Grand Rapids | MI | 49503 | NONE | PC | Nurse Examiner Program | $20,000 |
| Climate Change Coalition of Door County | |||||||
| PO BOX 582 | Baileys Harbor | WI | 54235 | NONE | PC | General Support | $1,000 |
| Coe College | |||||||
| 1220 1st Avenue NE | Cedar Rapids | IA | 52402 | NONE | PC | General Support | $1,000 |
| Friends of the Black River Forest | |||||||
| PO Box 804 | Sheboygan | WI | 530820804 | NONE | PC | General Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,744,808 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,150,002 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $563,713 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,718,466 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,718,466 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLODGETT CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $665,404 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,690 | Amt |
| Net Investment Income | $3,345 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,345 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|
| CAPITAL GAINS DISTRIBUTIONS | P | $53,857 | $53,857 | |
| BLODGETT GREENEY LMT PARTNERSHIP K-1 | P | $8,148 | $8,148 | |
| MICH-CAL INVSTMS BASIS ADJUSTMENT | P | $2,295,670 | $501,708 | $1,793,962 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $8,524,888 | EOYBookValueAmt |
| EOYFMV | $8,630,695 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $28,741,578 | EOYBookValueAmt |
| EOYFMV | $30,866,021 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MICH-CAL INVESTMENTS L.P. | AT COST | $0 | $0 |
| COMMODITIES | AT COST | $2,129,169 | $2,154,928 |
| BGLP PARTNERSHIP INTEREST | AT COST | $306,646 | $307,339 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $1,200 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LIMITED PARTNERSHIP EXPENSES | $470 | |
| INSURANCE | $2,379 | $2,379 |
| MEMBERSHIPS | $5,226 | $5,226 |
| OFFICE EXPENSES | $2,757 | $2,757 |
| PAYROLL PROCESSING FEES | $1,119 | $1,119 |
| UTILITIES | $1,258 | $1,258 |
| MISCELLANEOUS | $1,093 | $1,093 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX-EXEMPT K-1 INCOME | $3,238 | |
| MISCELLANEOUS INV INCOME | $1,513 | $1,513 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $69,508 | Amt |
| Net Investment Income | $69,508 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $27,352 | $27,352 |
| EXCISE TAXES | $10,374 | $0 |
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