2019-05-22T10:00:23-05:00 2018-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2017-07-01 396040219 MILWAUKEE BAR ASSOCIATION FOUNDATION INC MILW 4142746760 747 N BROADWAY MILWAUKEE WI 53202 JOSHUA GIMBEL PRESIDENT 4142243648 2019-05-21 1 WILLIAM HAUSER CPA P00844495 4144319300 2019-05-21 207.250.78.130 2019-05-21 11:07:29 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3DFA978087864649CDCA96CEE56A305774C12507 2017 2019-02-21 02:37:17Z X JOSHUA GIMBEL 330 E KILBOURN AVE STE 1170 MILWAUKEE WI 532023146 191505 0 X N/A X 1947 WI THE MILWAUKEE BAR ASSOCIATION FOUNDATION MADE CONTRIBUTIONS TO THE MILWAUKEE JUSTICE CENTER AS NOTED ON THE SCHEDULE FOR PART I, LINE 10. THE MILWAUKEE JUSTICE CENTER UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME SELF-REPRESENTED LITIGANTS THROUGH COURT-BASED SELF-HELP DESKS AND LEGAL RESOURCES. THE MILWAUKEE JUSTICE CENTER (MJC) IS A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY, AND MARQUETTE UNIVERSITY LAW SCHOOL. 9 9 0 13 0 0 114715 93015 0 0 51125 56969 24240 19728 190080 169712 0 84018 0 0 0 0 0 0 0 95521 27867 95521 111885 94559 57827 1027645 1074507 10965 0 1016680 1074507 X TO PERFORM AND CARRY OUT CHARITABLE AND EDUCATION FUNCTIONS AND PURPOSES OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN AND TO FACILITATE THE ADVANCEMENT OF JURISPRUDENCE AND THE PROMOTION OF THE ADMINISTRATION OF JUSTICE IN THE STATE OF WISCONSIN THROUGH EDUCATION AND SCIENTIFIC RESEARCH, MORE SPECIFICALLY, BY WAY OF ILLUSTRATION AND NOT OF LIMITATION, TO PUBLISH INFORMATIONAL BOOKLETS FOR THE PUBLIC; TO PROVIDE FOR SCHOLARSHIPS OR FELLOWSHIPS FOR THE LEGAL EDUCATION OF WORTHY PERSONS; AND TO ENGAGE OR PARTICIPATE IN ANY ACTIVITY, BUSINESS OR ENTERPRISE TO CARRY OUT, OR PROCURE FUNDS FOR, THE PURPOSES OF THE CORPORATION. 0 0 84018 84018 0 THE FOUNDATION SUPPORTS THE MILWAUKEE JUSTICE CENTER, A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY, AND MARQUETTE UNIVERSITY LAW SCHOOL, WHICH UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME UNREPRESENTED LITIGANTS THROUGH COURT-BASED PROGRAMS AND LEGAL RESOURCES. 84018 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 WI X SARAH MARTIS 4142746760 424 EAST WELLS STREET MILWAUKEE WI 53202 BRUCE ARNOLD DIRECTOR (THRU 12/17) 0.10 X 0 0 0 CHARLES BARR DIRECTOR (THRU 12/17) 0.10 X 0 0 0 PAUL BENSON DIRECTOR 0.10 X 0 0 0 CHRISTY BROOKS DIRECTOR 0.10 X 0 0 0 PETER BRUCE DIRECTOR (THRU 12/17) 0.10 X 0 0 0 MICHAEL COHEN DIRECTOR 0.10 X 0 0 0 MARCIA DRAME DIRECTOR 0.10 X 0 0 0 STACY GERBER WARD DIRECTOR 0.10 X 0 0 0 ANDREW JONES DIRECTOR 0.10 X 0 0 0 MARIA KREITER DIRECTOR 0.10 X 0 0 0 MICHAEL J SKWIERAWSKI DIRECTOR (THRU 12/17) 0.10 X 0 0 0 JOSHUA GIMBEL PRESIDENT 0.10 X X 0 0 0 JASON KOHOUT SECRETARY/TREASURER 0.10 X X 0 0 0 SARAH MARTIS EXECUTIVE DIRECTOR 0.50 X 0 91410 4478 0 91410 4478 0 0 0 0 0 8000 85015 93015 56969 56969 41521 8000 21793 19728 19728 169712 0 0 76697 84018 84018 16226 16226 5800 5800 5451 5451 BANK FEES 12 12 378 378 111885 84018 27867 0 464931 475637 15000 0 67 0 547647 598870 1027645 1074507 4940 6025 0 10965 0 X 1001680 493066 15000 581441 1016680 1074507 1027645 1074507 57827 0 X 0 0 0 X X 1 MILWAUKEE BAR ASSOCIATION INC 391327219 10 1 84018 0 1 84018 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 2 THE SOLE SUPPORTED ORGANIZATION IS THE MILWAUKEE BAR ASSOCIATION, AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6) WHICH SATISFIES THE SUPPORT TEST UNDER SECTION 509(A)(2). SCHEDULE A, PART IV, SECTION A, LINE 3B THE FOUNDATION ANNUALLY MONITORS THE RECEIPTS OF THE MILWAUKEE BAR ASSOCIATION TO ENSURE THAT THE SECTION 509(A)(2) TEST IS SATISFIED. SCHEDULE A, PART IV, SECTION A, LINE 3C THE FOUNDATION'S BOARD MONITORS THE EXPENDITURES AND ACTIVITIES OF THE FOUNDATION TO ENSURE THEY ARE CONSISTENT WITH ITS MISSION. FOR MANY YEARS, THE FOUNDATION HAS SUPPORTED THE MILWAUKEE JUSTICE CENTER, MORE FULLY DESCRIBED IN ANSWER TO PART I, LINE 1. THE MILWAUKEE JUSTICE CENTER'S ACTIVITIES ARE CLEARLY CHARITABLE. 547647 56674 5451 598870 1.00000 0.00000 0.00000 1 0 0 BENEFICIAL INTEREST IN NET ASSETS OF GREATER MILWAUKEE FOUNDATION 598870 598870 PART V, LINE 4: THE FUND RESULTED FROM AN INTERNAL DESIGNATION BY THE BOARD OF DIRECTORS AND IS NOT DONOR-RESTRICTED. THE ENDOWMENT FUND IS INTENDED TO BE USED TO SUPPORT THE MISSION OF THE FOUNDATION. GOLF OUTING 33410 33410 7425 6544 5K RUN 16111 8000 8111 1345 121 185 6173 49521 8000 41521 8770 6665 185 6173 21793 19728 1 MILWAUKEE BAR ASSOCIATION INC 424 E WELLS ST MILWAUKEE WI 53202 391327219 501(C)(6) 84018 TO SUPPORT MILWAUKEE JUSTICE CENTER COLLABORATION 0 1 PART I, LINE 2: THE ORGANIZATION RECORDS AND TRACKS ALL ASSISTANCE PROVIDED TO THEIR RELATED ENTITY, MILWAUKEE BAR ASSOCIATION, INC., FOR THE PURPOSE OF SUPPORTING THE MILWAUKEE JUSTICE CENTER COLLABORATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN, AS FROM TIME TO TIME CONSTITUTED. FORM 990, PART VI, SECTION A, LINE 7A BECAUSE THE MEMBERSHIP OF THE MILWAUKEE BAR ASSOCIATION FOUNDATION, INC. CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN, THE MEMBERS OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE EFFECTIVELY ELECT THE MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS REVIEW FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR SHALL DISCLOSE TO THE BOARD OF DIRECTORS ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST WHENEVER THE DUALITY OR CONFLICT PERTAINS TO A MATTER BEING CONSIDERED BY THE BOARD. ANY DIRECTOR HAVING DUALITY OF INTEREST OR CONFLICT OF INTEREST ON ANY MATTER SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. IN ADDITION, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, BUT MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND MAY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS SINCE HIS OR HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. THE MINUTES OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. IF A DIRECTOR IS UNCERTAIN AS TO WHETHER HE OR SHE HAS A DUALITY OR CONFLICT OF INTEREST WHICH REQUIRES ABSTENTION, OR IF A DIRECTOR ASSERTS THAT ANOTHER DIRECTOR HAS SUCH A DUALITY OR CONFLICT, THE BOARD, BY MAJORITY VOTE OF THOSE PRESENT OTHER THAN THE DIRECTOR HAVING THE POSSIBLE CONFLICT, SHALL DECIDE WHETHER ABSTENTION IS REQUIRED. IF ABSTENTION IS REQUIRED, THE AFFECTED DIRECTOR SHALL ABSTAIN FROM VOTING ON THE MATTER. NO PURCHASE INVOLVING $1,000 OR MORE FROM ANY DIRECTOR OR ANY ENTITY OF WHICH THE DIRECTOR IS AN OFFICER, DIRECTOR, PARTNER OR OWNER SHALL BE MADE WITHOUT PRIOR APPROVAL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST MADE TO THE EXECUTIVE DIRECTOR IN WRITING. MILWAUKEE BAR ASSOCIATION INC 424 E WELLS ST MILWAUKEE WI 532023746 391327219 TO PROMOTE THE PROFESSIONAL INTERESTS OF THE LOCAL BENCH AND BAR. WI 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE.