THE BROOKBY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKBY FOUNDATION (EIN 38-3202330)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349102067
- Schema version
- 2017v2.3
- 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
- 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 | 2018-11-15T10:52:45-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 AVE NW STE 500 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495032642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 NO 319 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL GREENY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2624780629 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNA REYNOLDS | PreparerPersonNm |
| PTIN | P00854273 | PTIN |
| Phone | 6167740774 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.85.14.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 10:25:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9B0F5A04129D7A4B47D081CB68CCDE0C3BBDAF68 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,427,497 | 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 | $2,500,629 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,009,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,009,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $632,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,413,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $632,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65,991 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,260 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,209,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,649,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,413 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,413 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,000 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $190 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,265 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,265 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,779 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,779 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,745 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,745 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,507 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,507 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,809 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $219,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,929 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,200,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,200,736 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,420,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,286,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,788,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,517,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,683 | CashBOYAmt |
| Cash EOY | $5,500 | CashEOYAmt |
| Cash EOYFMV | $5,500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,275,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,133,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,133,452 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,707,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,520,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,866,021 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,625,491 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,524,888 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,630,695 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,088,387 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,310,111 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,791,829 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,705,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,494,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,427,497 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $91 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $39,705,422 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,494,255 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,705,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,494,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,705,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,494,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,705,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,788,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,494,255 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,494,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| TOTAL CAPITAL GAIN DISTRIBUTIONS | P | 2017-01-01 | 2017-12-31 | $10,814 | $10,814 | ||
| BG SHORT TERM | P | 2017-01-01 | 2017-12-31 | -$466 | -$466 | $466 | |
| BG LONG TERM | P | 2016-01-01 | 2017-12-31 | $6,019 | $6,019 | $6,019 | |
| MICH-CAL SHORT TERM | P | 2017-01-01 | 2017-12-31 | $32,467 | $32,467 | $32,467 | |
| MICH-CAL LONG TERM | P | 2016-01-01 | 2017-12-31 | $281,948 | $281,948 | $281,948 | |
| NORTHERN TRUST ST | P | 2017-01-01 | 2017-12-31 | $16,022 | $16,022 | $434,283 | $450,305 |
| NORTHERN TRUST LT | P | 2016-01-01 | 2017-12-31 | $286,068 | $286,068 | $1,676,748 | $1,962,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $632,872 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,552,031 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,382,267 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066490 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,808,637 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,331,562 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047184 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,296,896 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,776,521 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034331 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,005,471 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,129,657 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045435 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $268,382 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,883,291 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054959 | DistributionYr5Rt |
| Total Distribution | 0.248399 | TotalDistributionRt |
| Average Distribution | 0.049680 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,060,253 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,139,233 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,174 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,154,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,286,665 | 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 | $15,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,826 | OverpaymentAmt |
| Applied To ES Tax | $9,826 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | 30.00 | $0 | $0 | $0 |
| WENDY GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| DANIEL GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | BOARD TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN GREENEY | ||||||||
| 1110 EAST OGDEN AVENUE 319 | MILWAUKEE | WI | 53202 | BOARD TRUSTEE | 1.00 | $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 | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $55,613 | CompensationAmt |
| Employee Benefits | $8,800 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,990,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,088,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,636,901 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,715,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,715,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $655,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,060,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,153,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,153,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,174 | TotalTaxAmt |
| Distributable Before Adj | $2,137,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,137,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,137,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,286,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,286,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,174 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,271,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,137,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $371,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $371,552 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,286,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,137,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,826 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $520,378 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $520,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $371,552 | ExcessFromYear1Amt |
| Excess From Current Year | $148,826 | 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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR THE GREAT LAKES | ||||||||
| 18 N STATE STREET SUITE 1390 | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| AMERICAN RED CROSS | ||||||||
| 4624 PACKARD RD | ANN ARBOR | MI | 48108 | NONE | PC | DISASTER SERVICES | $10,000 | |
| AQUINAS COLLEGE | ||||||||
| 1700 FULTON ST E | GRAND RAPIDS | MI | 49506 | NONE | PC | BROOKBY GARDENS PHASE III AND BROOKBY BASH | $49,950 | |
| BLUE LAKE FINE ARTS CAMP | ||||||||
| 300 E CRYSTAL LAKE RD | TWIN LAKE | MI | 49457 | NONE | PC | GRSO SUMMER PERFORMANCE | $3,300 | |
| CENTER FOR TRANSFORMATIVE ACTION | ||||||||
| 119 ANABEL TAYLOR HALL | ITHICA | NY | 14853 | NONE | PC | CURRENTCAST | $15,000 | |
| CHILDREN'S LEUKEMIA FOUNDATION OF MI | ||||||||
| 5455 CORPORATE DR SUITE 306 | TROY | MI | 48098 | NONE | PC | SERVICES IN KENT COUNTY | $2,000 | |
| CLEAN WICONSIN | ||||||||
| 634 W MAIN ST 300 | MADISON | WI | 53703 | NONE | PC | RESEARCH AND ANALYSIS IN SUPPORT OF LEGAL AND POLICY INITIATIVES | $25,000 | |
| COUNCIL ON MICHIGAN FOUNDATIONS | ||||||||
| 1 S HARBOR DR 3 | GRAND HAVEN | MI | 49417 | NONE | PC | GREAT LAKES FUNDER COLLABORATION | $3,000 | |
| DA BLODGETT ST JOHNS | ||||||||
| 2355 KNAPP ST NE | GRAND RAPIDS | MI | 49505 | NONE | PC | MENTORING PROGRAMS | $30,000 | |
| ENVIRONMENTAL LAW & POLICY CENTER | ||||||||
| 35 E WACKER DRIVE SUITE 1600 | CHICAGO | IL | 60601 | NONE | PC | MICHIGAN PUBLIC INTEREST ENVIRONMENTAL LEGAL ENGAGEMENT CAPACITY | $25,000 | |
| FEEDING AMERICA EASTERN WI | ||||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| FRIENDS OF SCHLITZ AUDUBON NATURE CENTER | ||||||||
| 1111 E BROWN DEER RD | MILWAUKEE | WI | 53217 | NONE | PC | WATER PATH AND NORTH RAVINE RESTORATION | $20,000 | |
| GATHERING WATERS WISCONSIN'S ALLIANCE FOR LAND TRUSTS | ||||||||
| 211 S PATERSON ST SUITE 270 | MADISON | WI | 53703 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| GIRLS WRITE NOW | ||||||||
| 247 W 37TH ST 1000 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $7,500 | |
| GRAND RAPIDS ART MUSEUM | ||||||||
| 101 MONROE CENTER STREET NW | GRAND RAPIDS | MI | 49503 | NONE | PC | SUNDAY CLASSICAL CONCERT SERIES | $30,000 | |
| GRAND RAPIDS BALLET | ||||||||
| 341 ELLSWORTH AVENUE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | NUTCRACKER AT DEVOS PERFORMANCE HALL | $60,000 | |
| GRAND RAPIDS CIVIC THEATRE | ||||||||
| 30 DIVISION AVE N | GRAND RAPIDS | MI | 49503 | NONE | PC | SCHOLARSHIP FUND | $8,500 | |
| GRAND RAPIDS PUBLIC MUSEUM | ||||||||
| 272 PEARL STREET NW | GRAND RAPIDS | MI | 49504 | NONE | PC | SCIENCE PROGRAMMING AND STEM INITIATIVE | $10,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA NW SUITE 100 | GRAND RAPIDS | MI | 49503 | NONE | PC | BLUE LAKE CONCERT AND CHALLENGE MATCH | $125,000 | |
| GRAND TRAVERSE REGIONAL LAND CONSERVANCY | ||||||||
| 3860 N LONG LAKE RD D | TRAVERSE CITY | MI | 49684 | NONE | PC | WATER QUALITY AND FARMLAND PROTECTION | $50,000 | |
| GRANDVILLE AVENUE ARTS AND HUMANITIES | ||||||||
| 644 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | THE POWER OF MUSIC | $4,000 | |
| GROUNDWORK MILWAUKEE | ||||||||
| 1845 N FARWELL AVE 100 | MILWAUKEE | WI | 53202 | NONE | PC | GILS FLOATING ISLAND SEASON 2 | $40,730 | |
| HEART OF THE LAKES | ||||||||
| 102 N WALNUT ST | BAY CITY | MI | 48706 | NONE | PC | FARMLAND PROTECTION AND FARMING IN MICHIGAN | $35,000 | |
| HOSPICE OF MICHIGAN | ||||||||
| 989 SPAULDING SE | ADA | MI | 49301 | NONE | PC | GRIEF SUPPORT PROGRAM IN WEST MICHIGAN | $10,000 | |
| HUNGER TASK FORCE | ||||||||
| 201 S HAWLEY COURT | MILWAUKEE | WI | 53214 | NONE | PC | EMERGENCY FOOD, SUMMER MEALS, ENVIRONMENTAL | $25,000 | |
| INTERLOCHEN CENTER FOR THE ARTS | ||||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | NONE | PC | ACADEMY AND CAMP SCHOLARSHIPS | $30,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | NONPARTISAN CIVIC ENGAGEMENT PROGRAM | $25,000 | |
| LEAGUE OF WOMEN VOTERS OF WISCONSIN | ||||||||
| 612 W MAIN ST SUITE 200 | MADISON | WI | 53703 | NONE | PC | CAPACITY- MEMBERSHIP COORDINATOR AND WATERSHED LITERACY | $38,000 | |
| LEELANAU CONSERVANCY | ||||||||
| 105 1ST STREET | LELAND | MI | 49654 | NONE | PC | WATER QUALITY AND FARMLAND PROTECTION | $50,000 | |
| MAYFLOWER | ||||||||
| 2345 ROBINSON RD SE | GRAND RAPIDS | MI | 49506 | NONE | PC | GLORIA-ANTONIO VIVALDI | $4,200 | |
| MEQUON NATURE PRESERVE | ||||||||
| 8200 W COUNTY LINE ROAD | MEQUON | WI | 53097 | NONE | PC | WETLAND SYSTEM FLOWING INTO LITTLE MENOMONEE RIVER | $27,460 | |
| METRO ARTS INC | ||||||||
| 0240 SW CANBY STREET | PORTLAND | OR | 97219 | NONE | PC | ANNUAL YOUNG ARTISTS DEBUT! | $10,000 | |
| MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 3029 MILLER RD | ANN ARBOR | MI | 48103 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| MIDWEST RENEWABLE ENERGY ASSOCIATION | ||||||||
| 7558 DEER RD | CUSTER | WI | 54423 | NONE | PC | SOLAR POWER | $7,000 | |
| MILWAUKEE ENVIRONMENTAL CONSORTIUM | ||||||||
| 1845 N FARWELL AVE 100 | MILWAUKEE | WI | 53202 | NONE | PC | MILWAUKEE WATER COMMONS 2017 WATER SCHOOL | $15,000 | |
| MILWAUKEE HABITAT FOR HUMANITY | ||||||||
| 3726 NORTH BOOTH STREET | MILWAUKEE | WI | 53212 | NONE | PC | AFFORDABLE HOUSING FOR A LOW-INCOME FAMILY | $1,000 | |
| MILWAUKEE RIVERKEEPER | ||||||||
| 1845 N FARWELL AVE 100 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL SUPPORT | $23,000 | |
| MISSISSIPPI VALLEY CONSERVANCY | ||||||||
| 1309 NORPLEX DR | LA CROSSE | WI | 54601 | NONE | PC | KICKAPOO INDIAN CAVERNS ACQUISITION | $8,575 | |
| MOTE MARINE LABORATORY INC | ||||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | NONE | PC | CORAL REEF RESEARCH AND RESTORATION (CR3) | $25,000 | |
| NATIONAL PARKS CONSERVATION ASSOCATION | ||||||||
| 8 SOUTH MICHIGAN AVE SUITE 2900 | CHICAGO | IL | 60603 | NONE | PC | HOW 2017 SCHOLARSHIPS & OUTREACH | $15,000 | |
| NATURAL RESOURCES FOUNDATION OF WISCONSIN | ||||||||
| 116 KING ST | MADISON | WI | 53703 | NONE | PC | KETTLE MORAINE STATE NATURAL AREAS | $10,000 | |
| NEW MUSIC MARIMBA INC | ||||||||
| 4401 IRONWOOD LN | CHAMPAIGN | IL | 61822 | NONE | PC | THE PERCUSSION COLLECTIVE | $28,000 | |
| OPERA GRAND RAPIDS | ||||||||
| 1320 EAST FULTON | GRAND RAPIDS | MI | 49503 | NONE | PC | EMERGING ARTISTS PROGRAM | $10,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 SW MADADAM AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| OREGON SYMPHONY | ||||||||
| 921 SW WASHINGTON STE 200 | PORTLAND | OR | 97205 | NONE | PC | GENERAL SUPPORT | $378,340 | |
| OZAUKEE COUNTY PLANNING & PARKS DEPT | ||||||||
| 121 W MAIN STREET PO BOX 994 | PORT WASHINGTON | WI | 53074 | NONE | GOV | IMPROVING LAKE MICHIGAN ACCESS AND VIRMOND PARK | $37,000 | |
| OZAUKEE WASHINGTON LAND TRUST | ||||||||
| PO BOX 917 | WEST BEND | WI | 53095 | NONE | PC | COLLABORATIVE INVASIVE SPECIES CONTROL | $15,000 | |
| PACIFIC INSTITUTE- CIRCLE OF BLUE | ||||||||
| 12101 TUKWILA INTERNATIONAL BLVD | SEATTLE | WA | 98168 | NONE | PC | GENERAL SUPPORT | $25,000 | 330 |
| PACIFIC RIVERS | ||||||||
| 317 SW ALDER ST 900 | TRAVERSE CITY | OR | 97204 | NONE | PC | DEFENDING PUBLIC LANDS AND WATERS IN THE PACIFIC NORTHWEST | $5,000 | |
| PEABODY INSTITUTE OF THE JOHNS HOPKINS UNIVERSITY | ||||||||
| 1 E MT VERNON PL | BALTIMORE | MD | 21202 | NONE | PC | PERCUSSION SCHOLARSHIP & PROGRAMMING | $50,000 | |
| PHOENIX SOCIETY FOR BURN SURVIVORS | ||||||||
| 525 OTTAWA AVE NW | GRAND RAPIDS | MI | 49503 | NONE | PC | PHOENIX WORLD BURN CONGRESS SCHOLARSHIP | $6,000 | |
| PLANNED PARENTHOOD OF MICHIGAN | ||||||||
| PO BOX 3673 | ANN ARBOR | MI | 48106 | NONE | PC | SAFER CHOICES PROJECT | $14,130 | |
| PORTLAND JAPANESE GARDEN | ||||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | NONE | PC | CULTURAL CROSSING | $25,000 | |
| PRAIRIE BIOTIC RESEARCH | ||||||||
| PO BOX 5424 | MADISON | WI | 53705 | NONE | PC | SMALL GRANTS PROGRAM | $5,000 | |
| PRESERVE OUR PARKS | ||||||||
| 1845 N FARWELL AVE SUITE 100 | MILWAUKEE | WI | 53202 | NONE | PC | A WEALTH OF NATURE | $10,000 | |
| RIVER REVITALIZATION FOUNDATION | ||||||||
| 2134 N RIVERBOAT ROAD | MILWAUKEE | WI | 53212 | NONE | PC | MILWAUKEE RIVER GREENWAY RESTORATION | $15,000 | |
| RIVEREDGE NATURE CENTER | ||||||||
| 4458 COUNTY RD Y | SAUKVILLE | WI | 53080 | NONE | PC | SCIENTIST IN RESIDENCE | $38,000 | |
| SEEDS | ||||||||
| 1776 MASSACHUSETTS AVE NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | ENERGY FARMING AT HISTORIC BARNS PARK | $10,000 | |
| SIXTEENTH STREET COMMUNITY HEALTH CENTER | ||||||||
| 730 W WASHINGTON AVE | MILWAUKEE | WI | 53204 | NONE | PC | HEALTH IN KK RIVER CORRIDOR | $20,000 | |
| SO PERCUSSION | ||||||||
| 233 NORMAN AVE 309 | BROOKLYN | NY | 11222 | NONE | PC | SUMMER INSTITUTE AND A GUN SHOW | $36,000 | |
| STROUD WATER RESEARCH CENTER | ||||||||
| 970 SPENCER RD | AVONDALE | PA | 19311 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| TART TRAILS | ||||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | NONE | PC | LEELANAU TRAIL INVASIVES | $10,000 | |
| THE NATURE CONSERVANCY MICHIGAN | ||||||||
| 101 E GRAND RIVER AVE | LANSING | MI | 48906 | NONE | PC | EASTERN LAKE MICHIGAN COASTAL INVASIVES PROJECT | $5,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | COMPASS | $6,000 | |
| THIRD ANGLE NEW MUSIC | ||||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| URBAN ECOLOGY CENTER | ||||||||
| 1500 E PARK PLACE | MILWAUKEE | WI | 53211 | NONE | PC | GENERAL SUPPORT | $70,000 | |
| UWM FOUNDATION | ||||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | NONE | PC | WUWM GENERAL SUPPORT AND SCHOOL OF FRESHWATER SCIENCES WATER SCIENCE LITERACY | $45,000 | |
| VISION FORWARD | ||||||||
| 912 HAWLEY ROAD | MILWAUKEE | WI | 53213 | NONE | PC | MUSIC THERAPY PROGRAM | $5,000 | |
| WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL EDUCATION FOUNDATION | ||||||||
| 1007 LAKE DR SE | GRAND RAPIDS | MI | 49506 | NONE | PC | TEACH FOR WATERSHED (T4W) PROGRAM AND STORMWATER CALCULATOR WI TOUR | $10,551 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WISCONSIN LEAGUE OF CONSERVATION VOTERS INSTITUTE | ||||||||
| 133 S BUTLER STREET 320 | MADISON | WI | 53703 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| WISCONSIN PROGRESS INSTITUTE | ||||||||
| 704 PARK AVENUE | RACINE | WI | 53403 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| WISCONSIN VOICES | ||||||||
| 633 S HAWLEY RD ST 112 | MILWAUKEE | WI | 53214 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| WISCONSIN WETLANDS ASSOCIATION | ||||||||
| 214 N HAMILTON ST STE 201 SUITE 201 | MADISON | WI | 53703 | NONE | PC | MEQUON PRESERVATION PARTNERS | $15,000 | |
| YWCA WEST CENTRAL MICHIGAN | ||||||||
| 25 SHELDON BOULEVARD SE | GRAND RAPIDS | MI | 49503 | NONE | PC | NURSE EXAMINER PROGRAM | $7,000 | |
| GRAND TRAVERSE REGIONAL LAND CONSERVANCY | ||||||||
| 3860 N LONG LAKE RD D | TRAVERSE CITY | MI | 49684 | NONE | PC | PETOBEGO STATE GAME AREA | $100,000 | |
| WUWM | ||||||||
| 111 EAST WISCONSIN AVENUE SUITE 700 | MILWAUKEE | WI | 53202 | NONE | PC | ENVIRONMENTAL NEWS REPORTER | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,200,736 | 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 | $1,009,586 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,911 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $632,872 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 MICH CAL INCOME | 14 | $295 |
| MISCELLANEOUS INV INCOME | 14 | $6,965 |
| 2016 FEDERAL TAX REFUND | 01 | $48,820 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,708,449 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,708,449 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | CLAT ANNUITY | 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 | $2,500,529 | 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 | $8,530 | Amt |
| Net Investment Income | $4,265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,265 | DisbursementsCharitablePrpsAmt |
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 | $24,520,395 | 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 | $1,884,458 | $2,299,797 |
| COMMODITIES | AT COST | $2,129,169 | $2,154,928 |
| BGLP PARTNERSHIP INTEREST | AT COST | $296,484 | $337,104 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $190 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $190 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K1 INVESTMENTS - NON DEDUCTIBLE | $1,214 | $0 | $0 |
| INSURANCE | $1,483 | $0 | $1,483 |
| MEMBERSHIPS | $5,875 | $0 | $5,875 |
| OFFICE EXPENSES | $1,883 | $0 | $1,883 |
| PAYROLL PROCESSING FEES | $785 | $0 | $785 |
| UTILITIES | $773 | $0 | $773 |
| FILING FEES | $10 | $0 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TAX-EXEMPT K-1 INCOME | $9,911 | $0 | $0 |
| K-1 MICH CAL INCOME | $295 | $295 | $295 |
| MISCELLANEOUS INV INCOME | $6,965 | $6,965 | $6,965 |
| 2016 FEDERAL TAX REFUND | $48,820 | $48,820 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $108,779 | Amt |
| Net Investment Income | $108,779 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST FOREIGN TAXES | $18,691 | $18,691 | $0 |
| BG FOREIGN TAXES | $5 | $5 | $0 |
| MICH-CAL FOREIGN TAXES | $626 | $626 | $0 |
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