2018-11-15T10:52:45-06:00 2017-12-31 350921680 CROWE LLP 55 CAMPAU AVE NW STE 500 GRAND RAPIDS MI 495032642 990PF 2017-01-01 383202330 THE BROOKBY FOUNDATION BROO 2624780629 1110 EAST OGDEN AVENUE NO 319 MILWAUKEE WI 53202 PAUL GREENY PRESIDENT 2624780629 2018-11-13 1 SHANNA REYNOLDS P00854273 6167740774 67.85.14.86 2018-11-13 10:25:03 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9B0F5A04129D7A4B47D081CB68CCDE0C3BBDAF68 2017 2019-02-21 02:37:17Z X 48427497 X 2500629 1009586 1009586 632872 2413121 632872 65991 7260 4209078 1649718 0 0 0 60413 0 60413 4000 0 4000 190 0 190 8530 4265 4265 108779 108779 0 19322 19322 0 4745 0 4745 1507 0 1507 12023 0 10809 219509 132366 85929 2200736 2200736 2420245 132366 2286665 1788833 1517352 8683 5500 5500 2275708 4133452 4133452 24707153 24520395 30866021 8625491 8524888 8630695 4088387 4310111 4791829 39705422 41494346 48427497 91 0 91 X 39705422 41494255 0 0 0 0 39705422 41494255 39705422 41494346 39705422 1788833 0 41494255 0 41494255 TOTAL CAPITAL GAIN DISTRIBUTIONS P 2017-01-01 2017-12-31 10814 10814 BG SHORT TERM P 2017-01-01 2017-12-31 466 -466 -466 BG LONG TERM P 2016-01-01 2017-12-31 6019 6019 6019 MICH-CAL SHORT TERM P 2017-01-01 2017-12-31 32467 32467 32467 MICH-CAL LONG TERM P 2016-01-01 2017-12-31 281948 281948 281948 NORTHERN TRUST ST P 2017-01-01 2017-12-31 450305 434283 16022 16022 NORTHERN TRUST LT P 2016-01-01 2017-12-31 1962816 1676748 286068 286068 632872 0 2552031 38382267 0.066490 1808637 38331562 0.047184 1296896 37776521 0.034331 1005471 22129657 0.045435 268382 4883291 0.054959 0.248399 0.049680 43060253 2139233 15174 2154407 2286665 X 15174 0 15174 0 15174 20000 5000 0 25000 X 0 9826 9826 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A NICOLE LIGHTWINE 2624780629 1110 EAST OGDEN AVENUE 319 MILWAUKEE WI 53202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NICOLE LIGHTWINE 1110 EAST OGDEN AVENUE 319 MILWAUKEE WI 53202 PROGRAM OFFICER 30.00 55613 8800 0 0 NONE 0 0 39990804 1088288 2636901 43715993 0 0 43715993 655740 43060253 2153013 2153013 15174 15174 2137839 0 2137839 0 2137839 2286665 0 2286665 15174 2271491 2137839 0 0 371552 371552 2286665 0 0 0 2137839 148826 0 0 520378 0 0 0 0 0 0 0 520378 371552 148826 THE BROOKBY FOUNDATION 1110 EAST OGDEN AVENUE 319 MILWAUKEE WI 53202 2624780629 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. SPRING (BEFORE 2/15); SUMMER(BEFORE 5/15); WINTER (BEFORE 10/15) NONE ALLIANCE FOR THE GREAT LAKES 18 N STATE STREET SUITE 1390 CHICAGO IL 60603 NONE PC GENERAL SUPPORT 100000 AMERICAN RED CROSS 4624 PACKARD RD ANN ARBOR MI 48108 NONE PC DISASTER SERVICES 10000 AQUINAS COLLEGE 1700 FULTON ST E GRAND RAPIDS MI 49506 NONE PC BROOKBY GARDENS PHASE III AND BROOKBY BASH 49950 BLUE LAKE FINE ARTS CAMP 300 E CRYSTAL LAKE RD TWIN LAKE MI 49457 NONE PC GRSO SUMMER PERFORMANCE 3300 CENTER FOR TRANSFORMATIVE ACTION 119 ANABEL TAYLOR HALL ITHICA NY 14853 NONE PC CURRENTCAST 15000 CHILDREN'S LEUKEMIA FOUNDATION OF MI 5455 CORPORATE DR SUITE 306 TROY MI 48098 NONE PC SERVICES IN KENT COUNTY 2000 CLEAN WICONSIN 634 W MAIN ST 300 MADISON WI 53703 NONE PC RESEARCH AND ANALYSIS IN SUPPORT OF LEGAL AND POLICY INITIATIVES 25000 COUNCIL ON MICHIGAN FOUNDATIONS 1 S HARBOR DR 3 GRAND HAVEN MI 49417 NONE PC GREAT LAKES FUNDER COLLABORATION 3000 DA BLODGETT ST JOHNS 2355 KNAPP ST NE GRAND RAPIDS MI 49505 NONE PC MENTORING PROGRAMS 30000 ENVIRONMENTAL LAW & POLICY CENTER 35 E WACKER DRIVE SUITE 1600 CHICAGO IL 60601 NONE PC MICHIGAN PUBLIC INTEREST ENVIRONMENTAL LEGAL ENGAGEMENT CAPACITY 25000 FEEDING AMERICA EASTERN WI 1700 W FOND DU LAC AVE MILWAUKEE WI 53205 NONE PC GENERAL SUPPORT 1500 FRIENDS OF SCHLITZ AUDUBON NATURE CENTER 1111 E BROWN DEER RD MILWAUKEE WI 53217 NONE PC WATER PATH AND NORTH RAVINE RESTORATION 20000 GATHERING WATERS WISCONSIN'S ALLIANCE FOR LAND TRUSTS 211 S PATERSON ST SUITE 270 MADISON WI 53703 NONE PC GENERAL SUPPORT 25000 GIRLS WRITE NOW 247 W 37TH ST 1000 NEW YORK NY 10018 NONE PC GENERAL OPERATING 7500 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER STREET NW GRAND RAPIDS MI 49503 NONE PC SUNDAY CLASSICAL CONCERT SERIES 30000 GRAND RAPIDS BALLET 341 ELLSWORTH AVENUE SW GRAND RAPIDS MI 49503 NONE PC NUTCRACKER AT DEVOS PERFORMANCE HALL 60000 GRAND RAPIDS CIVIC THEATRE 30 DIVISION AVE N GRAND RAPIDS MI 49503 NONE PC SCHOLARSHIP FUND 8500 GRAND RAPIDS PUBLIC MUSEUM 272 PEARL STREET NW GRAND RAPIDS MI 49504 NONE PC SCIENCE PROGRAMMING AND STEM INITIATIVE 10000 GRAND RAPIDS SYMPHONY 300 OTTAWA NW SUITE 100 GRAND RAPIDS MI 49503 NONE PC BLUE LAKE CONCERT AND CHALLENGE MATCH 125000 GRAND TRAVERSE REGIONAL LAND CONSERVANCY 3860 N LONG LAKE RD D TRAVERSE CITY MI 49684 NONE PC WATER QUALITY AND FARMLAND PROTECTION 50000 GRANDVILLE AVENUE ARTS AND HUMANITIES 644 GRANDVILLE AVE SW GRAND RAPIDS MI 49503 NONE PC THE POWER OF MUSIC 4000 GROUNDWORK MILWAUKEE 1845 N FARWELL AVE 100 MILWAUKEE WI 53202 NONE PC GILS FLOATING ISLAND SEASON 2 40730 HEART OF THE LAKES 102 N WALNUT ST BAY CITY MI 48706 NONE PC FARMLAND PROTECTION AND FARMING IN MICHIGAN 35000 HOSPICE OF MICHIGAN 989 SPAULDING SE ADA MI 49301 NONE PC GRIEF SUPPORT PROGRAM IN WEST MICHIGAN 10000 HUNGER TASK FORCE 201 S HAWLEY COURT MILWAUKEE WI 53214 NONE PC EMERGENCY FOOD, SUMMER MEALS, ENVIRONMENTAL 25000 INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN MI 49643 NONE PC ACADEMY AND CAMP SCHOLARSHIPS 30000 LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 740 15TH STREET NW SUITE 700 WASHINGTON DC 20005 NONE PC NONPARTISAN CIVIC ENGAGEMENT PROGRAM 25000 LEAGUE OF WOMEN VOTERS OF WISCONSIN 612 W MAIN ST SUITE 200 MADISON WI 53703 NONE PC CAPACITY- MEMBERSHIP COORDINATOR AND WATERSHED LITERACY 38000 LEELANAU CONSERVANCY 105 1ST STREET LELAND MI 49654 NONE PC WATER QUALITY AND FARMLAND PROTECTION 50000 MAYFLOWER 2345 ROBINSON RD SE GRAND RAPIDS MI 49506 NONE PC GLORIA-ANTONIO VIVALDI 4200 MEQUON NATURE PRESERVE 8200 W COUNTY LINE ROAD MEQUON WI 53097 NONE PC WETLAND SYSTEM FLOWING INTO LITTLE MENOMONEE RIVER 27460 METRO ARTS INC 0240 SW CANBY STREET PORTLAND OR 97219 NONE PC ANNUAL YOUNG ARTISTS DEBUT! 10000 MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 3029 MILLER RD ANN ARBOR MI 48103 NONE PC GENERAL SUPPORT 50000 MIDWEST RENEWABLE ENERGY ASSOCIATION 7558 DEER RD CUSTER WI 54423 NONE PC SOLAR POWER 7000 MILWAUKEE ENVIRONMENTAL CONSORTIUM 1845 N FARWELL AVE 100 MILWAUKEE WI 53202 NONE PC MILWAUKEE WATER COMMONS 2017 WATER SCHOOL 15000 MILWAUKEE HABITAT FOR HUMANITY 3726 NORTH BOOTH STREET MILWAUKEE WI 53212 NONE PC AFFORDABLE HOUSING FOR A LOW-INCOME FAMILY 1000 MILWAUKEE RIVERKEEPER 1845 N FARWELL AVE 100 MILWAUKEE WI 53202 NONE PC GENERAL SUPPORT 23000 MISSISSIPPI VALLEY CONSERVANCY 1309 NORPLEX DR LA CROSSE WI 54601 NONE PC KICKAPOO INDIAN CAVERNS ACQUISITION 8575 MOTE MARINE LABORATORY INC 1600 KEN THOMPSON PKWY SARASOTA FL 34236 NONE PC CORAL REEF RESEARCH AND RESTORATION (CR3) 25000 NATIONAL PARKS CONSERVATION ASSOCATION 8 SOUTH MICHIGAN AVE SUITE 2900 CHICAGO IL 60603 NONE PC HOW 2017 SCHOLARSHIPS & OUTREACH 15000 NATURAL RESOURCES FOUNDATION OF WISCONSIN 116 KING ST MADISON WI 53703 NONE PC KETTLE MORAINE STATE NATURAL AREAS 10000 NEW MUSIC MARIMBA INC 4401 IRONWOOD LN CHAMPAIGN IL 61822 NONE PC THE PERCUSSION COLLECTIVE 28000 OPERA GRAND RAPIDS 1320 EAST FULTON GRAND RAPIDS MI 49503 NONE PC EMERGING ARTISTS PROGRAM 10000 OREGON PUBLIC BROADCASTING 7140 SW MADADAM AVE PORTLAND OR 97219 NONE PC GENERAL SUPPORT 5000 OREGON SYMPHONY 921 SW WASHINGTON STE 200 PORTLAND OR 97205 NONE PC GENERAL SUPPORT 378340 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 37000 OZAUKEE WASHINGTON LAND TRUST PO BOX 917 WEST BEND WI 53095 NONE PC COLLABORATIVE INVASIVE SPECIES CONTROL 15000 PACIFIC INSTITUTE- CIRCLE OF BLUE 12101 TUKWILA INTERNATIONAL BLVD 330 SEATTLE WA 98168 NONE PC GENERAL SUPPORT 25000 PACIFIC RIVERS 317 SW ALDER ST 900 TRAVERSE CITY OR 97204 NONE PC DEFENDING PUBLIC LANDS AND WATERS IN THE PACIFIC NORTHWEST 5000 PEABODY INSTITUTE OF THE JOHNS HOPKINS UNIVERSITY 1 E MT VERNON PL BALTIMORE MD 21202 NONE PC PERCUSSION SCHOLARSHIP & PROGRAMMING 50000 PHOENIX SOCIETY FOR BURN SURVIVORS 525 OTTAWA AVE NW GRAND RAPIDS MI 49503 NONE PC PHOENIX WORLD BURN CONGRESS SCHOLARSHIP 6000 PLANNED PARENTHOOD OF MICHIGAN PO BOX 3673 ANN ARBOR MI 48106 NONE PC SAFER CHOICES PROJECT 14130 PORTLAND JAPANESE GARDEN 611 SW KINGSTON AVE PORTLAND OR 97205 NONE PC CULTURAL CROSSING 25000 PRAIRIE BIOTIC RESEARCH PO BOX 5424 MADISON WI 53705 NONE PC SMALL GRANTS PROGRAM 5000 PRESERVE OUR PARKS 1845 N FARWELL AVE SUITE 100 MILWAUKEE WI 53202 NONE PC A WEALTH OF NATURE 10000 RIVER REVITALIZATION FOUNDATION 2134 N RIVERBOAT ROAD MILWAUKEE WI 53212 NONE PC MILWAUKEE RIVER GREENWAY RESTORATION 15000 RIVEREDGE NATURE CENTER 4458 COUNTY RD Y SAUKVILLE WI 53080 NONE PC SCIENTIST IN RESIDENCE 38000 SEEDS 1776 MASSACHUSETTS AVE NW SUITE 600 WASHINGTON DC 20036 NONE PC ENERGY FARMING AT HISTORIC BARNS PARK 10000 SIXTEENTH STREET COMMUNITY HEALTH CENTER 730 W WASHINGTON AVE MILWAUKEE WI 53204 NONE PC HEALTH IN KK RIVER CORRIDOR 20000 SO PERCUSSION 233 NORMAN AVE 309 BROOKLYN NY 11222 NONE PC SUMMER INSTITUTE AND A GUN SHOW 36000 STROUD WATER RESEARCH CENTER 970 SPENCER RD AVONDALE PA 19311 NONE PC GENERAL SUPPORT 25000 TART TRAILS PO BOX 252 TRAVERSE CITY MI 49685 NONE PC LEELANAU TRAIL INVASIVES 10000 THE NATURE CONSERVANCY MICHIGAN 101 E GRAND RIVER AVE LANSING MI 48906 NONE PC EASTERN LAKE MICHIGAN COASTAL INVASIVES PROJECT 5000 THE UCLA FOUNDATION 10920 WILSHIRE BOULEVARD SUITE 900 LOS ANGELES CA 90024 NONE PC COMPASS 6000 THIRD ANGLE NEW MUSIC PO BOX 28225 PORTLAND OR 97228 NONE PC GENERAL SUPPORT 15000 URBAN ECOLOGY CENTER 1500 E PARK PLACE MILWAUKEE WI 53211 NONE PC GENERAL SUPPORT 70000 UWM FOUNDATION 600 E GREENFIELD AVE MILWAUKEE WI 53204 NONE PC WUWM GENERAL SUPPORT AND SCHOOL OF FRESHWATER SCIENCES WATER SCIENCE LITERACY 45000 VISION FORWARD 912 HAWLEY ROAD MILWAUKEE WI 53213 NONE PC MUSIC THERAPY PROGRAM 5000 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 10551 WGBH EDUCATIONAL FOUNDATION ONE GUEST STREET BOSTON MA 02135 NONE PC GENERAL SUPPORT 5000 WISCONSIN LEAGUE OF CONSERVATION VOTERS INSTITUTE 133 S BUTLER STREET 320 MADISON WI 53703 NONE PC GENERAL SUPPORT 50000 WISCONSIN PROGRESS INSTITUTE 704 PARK AVENUE RACINE WI 53403 NONE PC GENERAL SUPPORT 15000 WISCONSIN VOICES 633 S HAWLEY RD ST 112 MILWAUKEE WI 53214 NONE PC GENERAL SUPPORT 15000 WISCONSIN WETLANDS ASSOCIATION 214 N HAMILTON ST STE 201 SUITE 201 MADISON WI 53703 NONE PC MEQUON PRESERVATION PARTNERS 15000 YWCA WEST CENTRAL MICHIGAN 25 SHELDON BOULEVARD SE GRAND RAPIDS MI 49503 NONE PC NURSE EXAMINER PROGRAM 7000 GRAND TRAVERSE REGIONAL LAND CONSERVANCY 3860 N LONG LAKE RD D TRAVERSE CITY MI 49684 NONE PC PETOBEGO STATE GAME AREA 100000 WUWM 111 EAST WISCONSIN AVENUE SUITE 700 MILWAUKEE WI 53202 NONE PC ENVIRONMENTAL NEWS REPORTER 15000 2200736 0 14 1009586 14 9911 18 632872 K-1 MICH CAL INCOME 14 295 MISCELLANEOUS INV INCOME 14 6965 2016 FEDERAL TAX REFUND 01 48820 0 1708449 0 1708449 0 0 0 0 0 0 0 0 0 0 X X 1 CLAT ANNUITY PO BOX 803878 CHICAGO IL 60680 2500529 X ACCOUNTING FEES 8530 4265 4265 CORPORATE BONDS 8524888 8630695 SECURITIES 24520395 30866021 MICH-CAL INVESTMENTS L.P. AT COST 1884458 2299797 COMMODITIES AT COST 2129169 2154928 BGLP PARTNERSHIP INTEREST AT COST 296484 337104 LEGAL EXPENSE 190 0 190 K1 INVESTMENTS - NON DEDUCTIBLE 1214 0 0 INSURANCE 1483 0 1483 MEMBERSHIPS 5875 0 5875 OFFICE EXPENSES 1883 0 1883 PAYROLL PROCESSING FEES 785 0 785 UTILITIES 773 0 773 FILING FEES 10 0 10 TAX-EXEMPT K-1 INCOME 9911 0 0 K-1 MICH CAL INCOME 295 295 295 MISCELLANEOUS INV INCOME 6965 6965 6965 2016 FEDERAL TAX REFUND 48820 48820 INVESTMENT FEES 108779 108779 0 NORTHERN TRUST FOREIGN TAXES 18691 18691 0 BG FOREIGN TAXES 5 5 0 MICH-CAL FOREIGN TAXES 626 626 0