YOUTH FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- YOUTH FOUNDATION INC (EIN 39-0945311)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-24
- IRS object ID
- 201710839349100001
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-24T08:23:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537133074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390945311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUT | BusinessNameControlTxt |
| Phone | 4147784929 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 W CENTER ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532224072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BUSH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4147784929 | PhoneNum |
| Signature | 2017-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.91.110.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-17 | IPDt |
| IP Tm | 12:22:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F5220C048E8F4764883E15D3AD23391DA5D6985E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,943,634 | 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 | $40,666 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $58,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,892 | 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 |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $437 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,012 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,987 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,441 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,969 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,685 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,001 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,119 | CashBOYAmt |
| Cash EOY | $4,197 | CashEOYAmt |
| Cash EOYFMV | $4,197 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,429 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,650,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,602,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,904,008 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,692,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,641,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,943,634 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $151 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $151 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,692,515 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,641,477 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,692,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,641,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,692,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,641,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,692,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,641,477 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,641,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $200,414 | $194,828 | $5,586 | $5,586 |
| SECURITIES | P | $387,412 | $421,925 | -$34,513 | -$34,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,927 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,634 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,638,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060203 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,913 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,615,341 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048852 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,730 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,751,305 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047239 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,676 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,642,946 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,457 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,559,448 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046463 | DistributionYr5Rt |
| Total Distribution | 0.246384 | TotalDistributionRt |
| Average Distribution | 0.049277 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,858,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,591 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $410 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,001 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,791 | 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 | $410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,812 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,812 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,402 | OverpaymentAmt |
| Applied To ES Tax | $1,402 | 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 | WI | 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 | SCOTT BUSH | IndividualWithBooksNm |
| Phone | 4147784929 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 W CENTER ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532224072 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| DANA KAROW | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEAN DAHL | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SCOTT BUSH | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | SECRETARY | 5.00 | $0 | $0 | $0 |
| LYDIA HEIDEN | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOANN MARKS | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | ARTS CHAIR | 1.00 | $0 | $0 | $0 |
| ELIZABETH FEUSTEL | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | SOCIAL SERVICES CHAIR | 1.00 | $0 | $0 | $0 |
| AMANDA RAFFAELE | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | EDUCATION CHAIR | 1.00 | $0 | $0 | $0 |
| MICHELE GENAW | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | FUNDRAISING CHAIR | 1.00 | $0 | $0 | $0 |
| JILL MEIER | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL NIKOLIC | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER STEFANIAK | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2016, THE YOUTH FOUNDATION AWARDED 64 GRANTS TO EXEMPT ORGANIZATIONS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE AND 13 COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. | Description1Txt |
| Expenses1 | $76,685 | Expenses1Amt |
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 | $1,845,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,096 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,887,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,887,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,858,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $410 | TotalTaxAmt |
| Distributable Before Adj | $92,525 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,525 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,525 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,791 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $410 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,381 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,525 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,626 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,626 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,640 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,640 | 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 | $6,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $6,640 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| SCOTT BUSH | |||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | 4147884929 | GRANT APPLICANTS MUST COMPLETE THE YOUTH FOUNDATION'S APPLICATION FORM AND SUBMIT ALL REQUIRED DOCUMENTS INCLUDING A COPY OF THE APPLICANT'S IRS DETERMINATION LETTER; CURRENT FINANCIAL STATEMENTS; MOST RECENT AUDIT, REVIEW, OR COMPILATION REPORT; A PROJECT OR PROGRAM BUDGET; AND THE NAMES OF THE APPLICANT'S DIRECTORS OR TRUSTEES. | DECEMBER 15TH, MARCH 15TH, JUNE 15TH, AND SEPTEMBER 15TH FOR THE RESPECTIVE GRANT CYCLES | THE YOUTH FOUNDATION'S MISSION IS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE THAT CONTRIBUTE TO THEIR PHYSICAL AND INTELLECTUAL DEVELOPMENT AND FORMATION OF CHARACTER. ALL GRANTS MADE BY THE YOUTH FOUNDATION MUST MEET THESE CRITERIA. ALL GRANT AWARDS ARE FOR A PERIOD OF ONE YEAR. |
| SCOTT BUSH | |||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | 4147884929 | SCHOLARSHIP APPLICANTS MUST SUBMIT A HIGH SCHOOL OR COLLEGE TRANSCRIPT; A COPY OF ACT AND/OR SAT SCORES; THREE LETTERS OF RECOMMENDATIONS FROM A HIGH SCHOOL OR COLLEGE TEACHER, A MEMBER OF THE APPLICANT'S GENERAL COMMUNITY, AND A SOURCE OF APPLICANT'S CHOICE; AN ESSAY DESCRIBING ACADEMIC ACHIEVEMENT AND CAREER GOALS; A SUMMARY OF ANY COMMUNITY INVOLVEMENT AND EXTRA-CURRICULAR ACTIVITY; EVIDENCE OF THE COLLEGE APPLICATION; AND THE GREATER MILWAUKEE ASSOCIATION OF REALTORS MEMBERSHIP DATE AND YEAR. | APRIL 1ST OF EACH YEAR | APPLICANTS MUST BE CHILDREN OR GRANDCHILDREN OF A MEMBER OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. THE MEMBER MUST HAVE MAINTAINED HIS/HER RELATIONSHIP WITH THE ASSOCIATION CONTINUOUSLY FOR AT LEAST THREE YEARS AND HIS/HER DUES MUST BE CURRENT. APPLICANTS MUST HAVE APPLIED TO AT LEAST ONE ACCREDITED TWO- OR FOUR-YEAR COLLEGE. APPLICANTS ARE ELIGIBLE EACH YEAR FOR ONE SCHOLARSHIP. |
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 |
|---|---|---|---|---|---|---|---|
| ABOVE THE CLOUDS INC | |||||||
| 510 E BURLEIGH ST | MILWAUKEE | WI | 532122119 | N/A | PC | ARTS | $2,500 |
| ALEXA PASSAGLIA | |||||||
| W304N2356 N WESTWIND DR UNIT 6B | PEWAUKEE | WI | 530724776 | NONE | I | SCHOLARSHIP | $500 |
| ANNA BARTOWITZ | |||||||
| 6105 WASHINGTON CIR | WAUWATOSA | WI | 532132451 | NONE | I | SCHOLARSHIP | $500 |
| ARTS AT LARGE INC | |||||||
| 908 S 5TH ST | MILWAUKEE | WI | 532041731 | N/A | PC | GENERAL SUPPORT | $500 |
| AUDIO AND BRAILLE LITERACY ENHANCEMENT INC | |||||||
| 803 W WELLS ST | MILWAUKEE | WI | 532331436 | N/A | PC | EDUCATION | $1,000 |
| BEST BUDDIES WISCONSIN | |||||||
| 10425 W NORTH AVE STE 340 | WAUWATOSA | WI | 532262416 | N/A | PC | SOCIAL SERVICES | $1,000 |
| BETHANY CHRISTIAN SERVICES | |||||||
| N14W23755 STONE RIDGE DR STE 265 | WAUKESHA | WI | 531881147 | N/A | PC | SOCIAL SERVICES | $1,500 |
| BIG BROTHERS AND BIG SISTERS OF METROPOLITAN MILWAUKEE INC | |||||||
| 788 N JEFFERSON ST STE 600 | MILWAUKEE | WI | 532023739 | N/A | PC | EDUCATION | $750 |
| BLESSINGS IN A BACKPACK | |||||||
| 1180 S OPENGATE CT | OCONOMOWOC | WI | 530668771 | N/A | PC | SOCIAL SERVICES | $2,000 |
| BURMESE IMMERSION PROJECT | |||||||
| 2106 E WOOD PL | SHOREWOOD | WI | 532112016 | N/A | PC | GENERAL SUPPORT | $400 |
| CARE NET PREGNANCY CENTER OF MILWAUKEE INC | |||||||
| 2917 N OAKLAND AVE | MILWAUKEE | WI | 531293229 | N/A | PC | SOCIAL SERVICES | $1,000 |
| CATHEDRAL CENTER INC | |||||||
| 845 N VAN BUREN ST | MILWAUKEE | WI | 532023918 | N/A | PC | SOCIAL SERVICES | $2,000 |
| CITY ON A HILL INC | |||||||
| 2224 W KILBOURN AVE | MILWAUKEE | WI | 532331614 | N/A | PC | SOCIAL SERVICES | $1,500 |
| COA YOUTH AND FAMILY CENTERS INC | |||||||
| 909 E NORTH AVE | MILWAUKEE | WI | 532123447 | N/A | PC | SOCIAL SERVICES | $1,000 |
| COPS AND KIDS FOUNDATION INC | |||||||
| W249N8120 HILLSIDES RD | SUSSEX | WI | 530891404 | N/A | PC | SOCIAL SERVICES | $500 |
| COREEL CENTRO INC | |||||||
| 130 W BRUCE ST STE 300 | MILWAUKEE | WI | 532041667 | N/A | PC | SOCIAL SERVICES | $1,000 |
| DANCEWORKS INC | |||||||
| 1661 N WATER ST | MILWAUKEE | WI | 532022085 | N/A | PC | ARTS | $1,000 |
| DISCOVERY WORLD LTD | |||||||
| 500 N HARBOR DR | MILWAUKEE | WI | 532025601 | N/A | PC | SOCIAL SERVICES | $1,500 |
| DYLAN O'DONNELL | |||||||
| 901 BURRIE LN | WAUKESHA | WI | 531885543 | NONE | I | SCHOLARSHIP | $500 |
| EASTBROOK ACADEMY INC | |||||||
| 5375 N GREEN BAY RD | MILWAUKEE | WI | 532095005 | N/A | PC | EDUCATION | $500 |
| EMPOWERME FOUNDATION INC | |||||||
| 2701 S CHASE ST | MILWAUKEE | WI | 532071482 | N/A | PC | EDUCATION | $1,000 |
| EPIC CENTER COMMUNITY ORGANIZATIONS INC | |||||||
| 1236 S LAYTON BLVD | MILWAUKEE | WI | 532151653 | N/A | PC | EDUCATION | $1,000 |
| FAMILY PROMISE OF WASHINGTON COUNTY INC | |||||||
| 724 ELM ST UNIT 102 | WEST BEND | WI | 530953220 | N/A | PC | SOCIAL SERVICES | $500 |
| FIRST WEBER FOUNDATION INC | |||||||
| 5250 E TERRACE DR STE I | MADISON | WI | 537188345 | N/A | PC | GENERAL SUPPORT | $250 |
| FOOD PANTRY OF WAUKESHA COUNTY INC | |||||||
| 1301 SENTRY DR | WAUKESHA | WI | 531865929 | N/A | PC | SOCIAL SERVICES | $1,000 |
| GOOD FRIENDS INC | |||||||
| 407 GRAND AVE | WAUKESHA | WI | 531864913 | N/A | PC | EDUCATION | $750 |
| HABITAT FOR HUMANITY OF WAUKESHA COUNTY INC | |||||||
| 2020 SPRINGDALE RD | WAUKESHA | WI | 531862842 | N/A | PC | EDUCATION | $1,500 |
| HISPANICS FOR SCHOOL CHOICE INC | |||||||
| 1727 S 9TH ST | MILWAUKEE | WI | 532043519 | N/A | PC | EDUCATION | $500 |
| HOPE HOUSE OF MILWAUKEE INC | |||||||
| 209 W ORCHARD ST | MILWAUKEE | WI | 532042957 | N/A | PC | EDUCATION | $500 |
| HUNGER TASK FORCE INC | |||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 532141966 | N/A | PC | EDUCATION | $1,000 |
| JACOB HOLIDAY | |||||||
| 3310 OLD LANTERN DR | BROOKFIELD | WI | 530053374 | NONE | I | SCHOLARSHIP | $500 |
| JENNIFER SCHENDEL | |||||||
| 23711 SEVEN MILE RD | MUSKEGO | WI | 531506122 | NONE | I | SCHOLARSHIP | $500 |
| LA CAUSA INC | |||||||
| 136 W GREENFIELD AVE | MILWAUKEE | WI | 532042936 | N/A | PC | SOCIAL SERVICES | $1,500 |
| LA CAUSA INC | |||||||
| 136 W GREENFIELD AVE | MILWAUKEE | WI | 532040188 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MCKENZIE KREMER | |||||||
| 2039 VALLEY VIEW DR | KEWASKUM | WI | 543119745 | NONE | I | SCHOLARSHIP | $500 |
| MIKAYLA KREMER | |||||||
| 2039 VALLEY VIEW DR | KEWASKUM | WI | 543119745 | NONE | I | SCHOLARSHIP | $500 |
| MILWAUKEE ACHIEVER LITERACY SERVICES INC | |||||||
| 5566 N 69TH ST | MILWAUKEE | WI | 532182951 | N/A | PC | EDUCATION | $500 |
| MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC | |||||||
| 700 W STATE ST STE S214 | MILWAUKEE | WI | 532331443 | N/A | PC | EDUCATION | $2,425 |
| MILWAUKEE CENTER FOR CHILDREN AND YOUTH INC | |||||||
| 2004 N MARTIN LUTHER KING DR | MILWAUKEE | WI | 532123153 | N/A | PC | SOCIAL SERVICES | $2,000 |
| MILWAUKEE COLLEGE PREPARATORY SCHOOL | |||||||
| 1228 W LLOYD ST | MILWAUKEE | WI | 532051243 | N/A | PC | EDUCATION | $500 |
| MILWAUKEE REPERTORY THEATER INC | |||||||
| 108 E WELLS ST | MILWAUKEE | WI | 532023504 | N/A | PC | ARTS | $1,000 |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 532221616 | N/A | PC | EDUCATION | $1,000 |
| MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC | |||||||
| 325 W WALNUT ST | MILWAUKEE | WI | 532123868 | N/A | PC | ARTS | $750 |
| NEIGHBORHOOD HOUSE OF MILWAUKEE INC | |||||||
| 2819 W RICHARDSON PL | MILWAUKEE | WI | 532083547 | N/A | PC | EDUCATION | $1,000 |
| NEXT DOOR FOUNDATION INC | |||||||
| 2545 N 29TH ST | MILWAUKEE | WI | 532103116 | N/A | PC | EDUCATION | $1,500 |
| NEXT DOOR FOUNDATION INC | |||||||
| 2545 N 29TH ST | MILWAUKEE | WI | 532103116 | N/A | PC | GENERAL SUPPORT | $200 |
| NICHOLAS BLOCK | |||||||
| W243N5943 QUAIL RUN LN | SUSSEX | WI | 530893681 | NONE | I | SCHOLARSHIP | $500 |
| PATHFINDERS INC | |||||||
| 4200 N HOLTON ST STE 400 | MILWAUKEE | WI | 532121509 | N/A | PC | SOCIAL SERVICES | $1,000 |
| PEACE LEARNING CENTER OF MILWAUKEE INC | |||||||
| 3224 N GORDON PL | MILWAUKEE | WI | 532122250 | N/A | PC | EDUCATION | $1,000 |
| PLAYWORKS WISCONSIN | |||||||
| 3600 W PIERCE ST | MILWAUKEE | WI | 532151055 | N/A | PC | EDUCATION | $500 |
| RISEN SAVIOR LUTHERAN CHURCH AND SCHOOL | |||||||
| 9550 W BROWN DEER RD | MILWAUKEE | WI | 532242012 | N/A | PC | EDUCATION | $1,000 |
| SAFE BABIES HEALTHY FAMILIES INC | |||||||
| 137 WISCONSIN AVE | WAUKESHA | WI | 531883519 | N/A | PC | GENERAL SUPPORT | $700 |
| SAMUEL CUBINSKI | |||||||
| 901 BURRIE LN | WAUKESHA | WI | 531885543 | NONE | I | SCHOLARSHIP | $500 |
| SARAH KENLAY | |||||||
| 6232 N BERKELEY BLVD | WHITEFISH BAY | WI | 532174331 | NONE | I | SCHOLARSHIP | $500 |
| SCHAUER ARTS AND ACTIVITIES CENTER INC | |||||||
| 147 N RURAL AVE | HARTFORD | WI | 530271407 | N/A | PC | GENERAL SUPPORT | $700 |
| SCHOOLS THAT CAN MILWAUKEE INC | |||||||
| 111 W PLEASANT ST STE 101 | MILWAUKEE | WI | 532123939 | N/A | PC | EDUCATION | $500 |
| SHARP LITERACY INC | |||||||
| 5775 N GLEN PARK RD STE 202 | MILWAUKEE | WI | 532094480 | N/A | PC | EDUCATION | $1,000 |
| SKYLIGHT MUSIC THEATRE CORP | |||||||
| 158 N BROADWAY ST | MILWAUKEE | WI | 532026037 | N/A | PC | ARTS | $1,000 |
| SOJOURNER FAMILY PEACE CENTER INC | |||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 532123839 | N/A | PC | EDUCATION | $500 |
| ST ANTHONY SCHOOL | |||||||
| 1727 S 9TH ST | MILWAUKEE | WI | 532043519 | N/A | PC | ARTS | $1,000 |
| ST FRANCIS CHILDREN'S CENTER | |||||||
| 6700 N PORT WASHINGTON RD | MILWAUKEE | WI | 532173919 | N/A | PC | SOCIAL SERVICES | $1,500 |
| ST MARCUS SCHOOL | |||||||
| 2215 N PALMER ST | MILWAUKEE | WI | 532123242 | N/A | PC | EDUCATION | $1,500 |
| SYDNIE SWITTEL | |||||||
| 8801 GLENWOOD DR | GREENDALE | WI | 531291531 | NONE | I | SCHOLARSHIP | $500 |
| THE BOYS & GIRLS CLUB OF WASHINGTON COUNTY INC | |||||||
| 925 N SILVERBROOK DR | WEST BEND | WI | 530902487 | N/A | PC | EDUCATION | $1,000 |
| THE WOMEN'S CENTER INC | |||||||
| 505 N EAST AVE | WAUKESHA | WI | 531862417 | N/A | PC | SOCIAL SERVICES | $3,500 |
| THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN MILWAUKEE INC | |||||||
| 161 W WISCONSIN AVE STE 4000 | MILWAUKEE | WI | 532032664 | N/A | PC | SOCIAL SERVICES | $500 |
| UNITED COMMUNITY CENTER INC | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 532041335 | N/A | PC | EDUCATION | $500 |
| URBAN ECOLOGY CENTER | |||||||
| 1500 E PARK PL | MILWAUKEE | WI | 532113587 | N/A | PC | EDUCATION | $1,500 |
| VARIETY - THE CHILDREN'S CHARITY OF WISCONSIN INC | |||||||
| 12425 KNOLL RD STE 110 | ELM GROVE | WI | 531222656 | N/A | PC | SOCIAL SERVICES | $1,000 |
| VERONICA BERGER | |||||||
| 3630 N VALLEY DR | WISCONSIN RAPIDS | WI | 544948034 | NONE | I | SCHOLARSHIP | $500 |
| VICTORY GARDEN INITIATIVE | |||||||
| 1845 N FARWELL AVE STE 100 | MILWAUKEE | WI | 532021715 | N/A | PC | EDUCATION | $1,500 |
| VISION FORWARD | |||||||
| 912 N HAWLEY RD | MILWAUKEE | WI | 532223222 | N/A | PC | EDUCATION | $2,500 |
| VOLUNTEER CENTER OF WASHINGTON | |||||||
| 215 N MAIN ST STE 111 | WEST BEND | WI | 520959500 | N/A | PC | EDUCATION | $750 |
| VSA WISCONSIN INC | |||||||
| 1709 ABERG AVE STE 1 | MADISON | WI | 537044207 | N/A | PC | ARTS | $1,500 |
| WALKER'S POINT YOUTH AND FAMILY CENTER INC | |||||||
| 2030 W NATIONAL AVE | MILWAUKEE | WI | 532041157 | N/A | PC | SOCIAL SERVICES | $2,000 |
| WILD SPACE DANCE COMPANY | |||||||
| 820 E KNAPP ST | MILWAUKEE | WI | 532022718 | N/A | PC | ARTS | $1,010 |
| ZACHARY PILEGGI | |||||||
| S73W15004 CANDLEWOOD LN | MUSKEGO | WI | 531507929 | NONE | I | SCHOLARSHIP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,685 | 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 | $58,892 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,927 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,965 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,965 | 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 | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1c | $13,000 | ADMINISTRATIVE SERVICES |
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1b(4) | $0 | ADMINISTRATIVE SERVICES |
| GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | ||
| 1b(6) | $0 | ADMINISTRATIVE SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $875 | Amt |
| Net Investment Income | $438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $437 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,602,002 | EOYBookValueAmt |
| EOYFMV | $1,904,008 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $14,410 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,969 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,712 | $14,712 | $0 |
| MANAGEMENT FEES | $13,000 | $1,300 | $11,700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $1,987 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments