THE BROOKBY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKBY FOUNDATION (EIN 38-3202330)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105374
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:00:44-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % KELLY JORGENSEN | InCareOfNm |
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2624780629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 N Franklin Place Unit 2002 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY GREENEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2624780629 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelli Olson | PreparerPersonNm |
| PTIN | P01379656 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,712,934 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,123,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,123,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,613,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,305 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,208 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,247,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,244,289 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $46,013 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $46,013 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,510 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,510 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,143 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,142 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $149,271 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,271 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $38,367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,867 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,093 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,093 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $611 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $611 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,697 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,384 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $364,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $154,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,464,606 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,464,606 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,829,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,619,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,581,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,064,624 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,350 | CashBOYAmt |
| Cash EOY | $44,901 | CashEOYAmt |
| Cash EOYFMV | $44,901 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $496,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $386,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $386,071 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $500,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $22,776,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,756,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,728,259 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,179,805 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,680,272 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,762,571 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $294,244 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $291,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $291,132 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,383,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,658,999 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,712,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $33,383,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,658,999 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,383,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,658,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,383,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,658,999 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,383,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,581,966 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,801,526 | SubtotalAmt |
| Other Decreases | $142,527 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,658,999 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt |
|---|---|---|
| GREENLEAF TRUST | P | $93,562 |
| K-1 | P | $26,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,798 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,798 | SubtotalAmt |
| Tax Based On Investment Income | $14,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,073 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,073 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,275 | OverpaymentAmt |
| Applied To ES Tax | $6,275 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://BROOKBYFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY JORGENSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6168883210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 OTTAWA AVENUE SW SUITE 110 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WENDY GREENEY | |||||||||
| 1313 N Franklin Place | Unit 2002 | MILWAUKEE | WI | 53202 | PRESIDENT/SECRETARY | 5.0 | $0 | $0 | $0 |
| PAUL GREENEY | |||||||||
| 1313 N Franklin Place | Unit 2002 | MILWAUKEE | WI | 53202 | VICE PRESIDENT/TREASURER | 30.0 | $0 | $0 | $0 |
| DANIEL GREENEY | |||||||||
| 1313 N Franklin Place | Unit 2002 | MILWAUKEE | WI | 53202 | MANAGING DIRECTOR | 40.0 | $60,000 | $0 | $0 |
| JONATHAN GREENEY | |||||||||
| 1313 N Franklin Place | Unit 2002 | MILWAUKEE | WI | 53202 | BOARD TRUSTEE | 1.0 | $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 | 1313 N FRANKLIN PLACE | 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 | 25.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $46,013 | CompensationAmt |
| Employee Benefits | $20,400 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,836,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $532,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $791,132 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,159,841 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,159,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $767,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,392,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,519,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,519,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,798 | TotalTaxAmt |
| Distributable Before Adj | $2,504,824 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,504,824 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,504,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,619,178 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,619,178 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,504,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $608,807 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $739,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,014,564 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $983,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,346,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,619,178 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,504,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,114,354 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,460,515 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $608,807 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,851,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $739,428 | ExcessFromYear3Amt |
| Excess From Year2 | $1,014,564 | ExcessFromYear2Amt |
| Excess From Year1 | $983,362 | ExcessFromYear1Amt |
| Excess From Current Year | $1,114,354 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
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 | 1313 N Franklin Place 2002 | 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 9/15) | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAY REQUEST FUNDING ONCE PER CALENDAR YEAR | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (151 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 45th Parallel | |||||||
| PO BOX 1227 | PORTLAND | OR | 97212 | PC | Capacity building | $25,000 | |
| ACLU of Wisconsin Foundation | |||||||
| 207 E BUFFALO STREET | MILWAUKEE | WI | 53202 | PC | General Support | $25,000 | SUITE 325 |
| All Classical Radio | |||||||
| 211 SE CARUTHERS STREET | PORTLAND | OR | 97214 | PC | MEDIA ARTS CENTER | $100,000 | SUITE 200 |
| Action for the Climate Emergency (ACE) | |||||||
| 4696 BROADWAY ST | BOULDER | CO | 80304 | PC | General Support | $75,000 | |
| Alliance for the Great Lakes | |||||||
| 150 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $50,000 | SUITE 700 |
| American Civil Liberties Union Foundation Inc | |||||||
| 125 BROAD ST | NEW YORK CITY | NY | 100042454 | PC | General Support | $25,000 | FLOOR 18 |
| Beloit College | |||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | PC | The Brookby Foundation Student Environmental Experience Grant | $50,000 | |
| Blandford Nature Center | |||||||
| 1715 HILLBURN AVE NW | GRAND RAPIDS | MI | 49504 | PC | Transformational Outdoor & Environmental Learning | $30,000 | |
| Blue Lake Public Radio | |||||||
| 300 E CRYSTAL LAKE RD | TWIN LAKE | MI | 49457 | PC | Grand Rapids Symphony Benefit Concert | $4,000 | |
| Camp Blodgett | |||||||
| 528 BRIDGE ST NW | GRAND RAPIDS | MI | 49504 | PC | FIERCE Leadership Programs | $35,000 | 6 |
| Chamber Music Northwest | |||||||
| 2300 SW 1ST AVE | PORTLAND | OR | 97201 | PC | Chamber Music Northwest 2024 Season and Young Artist Institute | $10,000 | SUITE 103 |
| Circle of Blue | |||||||
| 800 W ELEVENTH STREET | TRAVERSE CITY | MI | 49684 | PC | GENERAL SUPPORT | $25,000 | |
| Clean Wisconsin | |||||||
| 634 W MAIN ST | MADISON | WI | 537032687 | PC | THE SCIENTIFIC METHOD: USING DATA TO MITIGATE CLIMATE CHANGE | $35,000 | SUITE 300 |
| Conservation Resource Alliance | |||||||
| 10850 E TRAVERSE HWY | TRAVERSE CITY | MI | 49684 | PC | Accelerating Farmland and Water Quality Protection | $50,000 | 1180 |
| DA Blodgett-St John's | |||||||
| 805 LEONARD STREET NE | GRAND RAPIDS | MI | 48503 | PC | KENT SCHOOL SERVICES NETWORK | $45,000 | |
| Dairy Grazing Apprenticeship | |||||||
| 247606 GAD ROAD | MEDFORD | WI | 54451 | PC | CLIMATE-SMART MARKET OPPORTUNITIES, MMRV OF MANAGED GRAZING, WORKFORCE | $160,000 | |
| Digital Arts Film and Television dba DAFT | |||||||
| PO BOX 1443 | ROYAL OAK | MI | 48068 | PC | DAFT Operating Support | $15,000 | |
| Environmental Law & Policy Center | |||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | PC | MICHIGAN-BASED ENVIRONMENTAL ADVOCACY | $60,000 | SUITE 1600 |
| Gathering Waters Wisconsin's Alliance for Land Tr | |||||||
| 211 S PATTERSON ST | MADISON | WI | 53703 | PC | BRINGING ALTERNATIVE CONSERVATION FUNDING & FINANCING TO WISCONSIN | $60,000 | SUITE 270 |
| Grand Rapids Civic Theatre | |||||||
| 30 DIVISION AVE N | GRAND RAPIDS | MI | 49503 | PC | Scholarship Program | $10,000 | |
| Grand Rapids Symphony | |||||||
| 300 OTTAWA NW | GRAND RAPIDS | MI | 49503 | PC | BLUE LAKE CONCERT; MATCHING CHALLENGE; & MAYFLOWER PERFORMANCE | $166,423 | SUITE 100 |
| Grand Traverse Regional Land Conservancy | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 49684 | PC | Accelerating Farmland and Water Quality Protection in Northwest Lower Michigan | $50,000 | |
| Grandville Avenue Arts and Humanities | |||||||
| 644 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | PC | Music Programming at the Cook Arts Center | $5,500 | |
| Harbor District Inc | |||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | PC | Environmental Programming | $15,000 | |
| Hospice of Michigan | |||||||
| 989 SPAULDING SE | ADA | MI | 49301 | PC | HOSPICE OF MICHIGAN GRIEF SUPPORT SERVICES- WEST MICHIGAN | $15,000 | |
| Hunger Task Force Inc | |||||||
| 5000 W ELECTRIC AVE | WEST MILWAUKEE | WI | 53219 | PC | HUNGER TASK FORCE EMERGENCY FOOD PROGRAM AND COVID-19 RESPONSE | $30,000 | |
| Inland Seas Education Association | |||||||
| 100 DAME ST | SUTTONS BAY | MI | 49682 | PC | Campaign for the Future | $200,000 | 218 |
| Interlochen Center for the Arts | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | PC | WEST MICHIGAN STUDENT SCHOLARSHIPS, INTERLOCHEN PUBLIC RADIO (IPR): SCIENCE AND CONSERVATION JOURNALISM | $50,000 | |
| League of Women Voters of Wisconsin | |||||||
| 612 W MAIN ST | MADISON | WI | 53703 | PC | General Support | $15,000 | STE 200 |
| Leelanau Conservancy | |||||||
| 105 N FIRST ST | LEELAND | MI | 49654 | PC | FARMLAND PRESERVATION PROJECT | $70,000 | |
| Mequon Nature Preserve Inc | |||||||
| 8200 W COUNTY LINE ROAD | MEQUON | WI | 53097 | PC | 3 YEAR FELLOWSHIP | $33,333 | |
| Metropolitan Youth Symphony | |||||||
| 4800 SW MACADAM AVE | PORTLAND | OR | 97239 | PC | MUSIC ACCESS AND COACHING PROGRAM | $10,000 | SUITE 105 |
| Michigan Civic Education Fund | |||||||
| 28342 DARTMOUTH ST | MADISON HEIGHTS | MI | 48071 | PC | General Support | $75,000 | |
| Michigan League of Conservation Voters Education | |||||||
| 3029 MILLER ROAD | ANN ARBOR | MI | 48103 | PC | General Support | $75,000 | |
| Midwest Environmental Advocates Inc | |||||||
| 612 W MAIN STREET | MADISON | WI | 53703 | PC | Defending Environmental Health & Water Quality | $10,000 | SUITE 201 |
| Milwaukee Riverkeeper | |||||||
| 600 E GREENFIELD AVE | MILWAUKEE | WI | 53204 | PC | GENERAL SUPPORT | $60,000 | |
| Milwaukee Water Commons | |||||||
| 1836 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | PC | 2024 WATER SCHOOL | $10,000 | |
| Mote Marine Laboratory | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | FORGING AHEAD: RESILIENCE AND RESTORATION IN A CHANGING ENVIRONMENT | $75,000 | |
| National Parks Conservation Association | |||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | PC | EXPANDING HOW COALITION ACCESS TO STUDENTS AND SMALL COMMUNITY-BASED ORGANIZATIONS | $15,000 | SUITE 700 |
| Natural Resources Foundation of Wisconsin | |||||||
| PO BOX 2317 | MADISON | WI | 53701 | PC | RECOVERING WISCONSIN'S SOUTHERN KETTLE MORAINE GRASSLAND HABITAT | $10,000 | |
| Neighborhood House of Milwaukee | |||||||
| 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 53208 | PC | Lead & Learn Conservation Corps | $5,000 | |
| New Music Marimba | |||||||
| 4401 IRONWOOD LN | CHAMPAIGN | IL | 61822 | PC | Portland Percussion Group Commission of new musical work by composer Alejandro Viao | $7,950 | |
| One Arizona | |||||||
| 3104 CAMELBACK RD | PHOENIX | AZ | 85016 | PC | General Support | $15,000 | 7651 |
| Oregon Symphony | |||||||
| 921 SW WASHINGTON ST | PORTLAND | OR | 97205 | PC | GENERAL SUPPORT | $500,000 | SUITE 200 |
| Peabody Institute of The Johns Hopkins University | |||||||
| 1 EAST MOUNT VERNON PLACE | BALTIMORE | MD | 21202 | PC | Student and Program Support at the Peabody Conservatory | $60,000 | |
| Pennsylvania Voice | |||||||
| 915 SPRING GARDEN ST | PHILADELPHIA | PA | 19123 | PC | General Support | $25,000 | |
| Phoenix Society for Burn Survivors | |||||||
| 6026 KALAMAZOO AVE SE | KENTWOOD | MI | 49508 | PC | Expanding access to emotional support through virtual communities | $6,000 | 221 |
| Planned Parenthood of Michigan | |||||||
| 950 VICTORS WAY | ANN ARBOR | MI | 48108 | PC | MAKING PROUD CHOICES | $15,000 | SUITE 100 |
| Portland Japanese Garden | |||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | PC | Path to Peace | $50,000 | |
| Portland State University Foundation | |||||||
| 1600 SW 4TH AVE | PORTLAND | OR | 97201 | PC | Portland Summer Percussion Academy | $6,000 | SUITE 730 |
| River Network | |||||||
| 5398 MANHATTAN CIR | BOULDER | CO | 803034219 | PC | 2024 River Rally in Grand Rapids, MI: Scholarship Fund | $5,000 | |
| River Revitalization Foundation | |||||||
| 2134 N RIVERBOAT RD | MILWAUKEE | WI | 53212 | PC | Riverine-Tern Internship Program 2024 | $15,000 | |
| Riveredge Nature Center | |||||||
| 4458 COUNTY HWY | SAUKVILLE | WI | 53080 | PC | RELEASE THE STURGEON: YOUTH & COMMUNITY WATERSHED EDUCATION PROGRAMMING | $30,000 | |
| Sandbox Percussion | |||||||
| 169 54TH STREET | BROOKLYN | NY | 11220 | PC | Sandbox Percussion - Commissioners Circle / New Works Fund | $5,000 | 306 |
| SEEDS | |||||||
| 800 COTTAGEVIEW DR | TRAVERSE CITY | MI | 49684 | PC | SEEDS Workshop Roof | $15,200 | 1080 |
| Sixteenth Street Community Health Centers | |||||||
| 1337 S CESAR CHAVEZ DRIVE | MILWAUKEE | WI | 53204 | PC | HEALTHY COMMUNITIES, BIG AND SMALL - AFTER-SCHOOL AND SUMMER CAMP PROGRAMS | $15,000 | |
| So Percussion | |||||||
| 20 GRAND AVE | BROOKLYN | NY | 11205 | PC | SUMMER INSTITUTE, NEW WORK DEVELOPMENT PROGRAM | $50,000 | 205 |
| The Pathfinder School | |||||||
| 11930 S W BAY SHORE DR | TRAVERSE CITY | MI | 49684 | PC | The Pathfinder School Middle School Science Water Quality Study on West Bay and Cedar Lake | $1,200 | |
| Third Angle New Music | |||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | PC | Adventures in New Music: Third Angle's 38th Season | $5,000 | |
| Trout Unlimited | |||||||
| 1777 N KENT STREET | ARLINGTON | VA | 22209 | PC | Scaling Enviro-DIY Monitoring and Engagement across the Great Lakes | $35,000 | SUITE 100 |
| Urban Ecology Center | |||||||
| 1500 E PARK PL | MILWAUKEE | WI | 53211 | PC | Imagine Campaign | $100,000 | |
| UWM Foundation Inc | |||||||
| 1440 E NORTH AVE | MILWAUKEE | WI | 53202 | PC | LAUNCHING THE RESEARCH VESSEL MAGGI SUE | $200,000 | |
| Waterkeeper Alliance | |||||||
| 180 MAIDEN LANE | NEW YORK | NY | 10038 | PC | Scholarship for Waterkeeper Alliance's 2024 Water and Climate Conference | $5,000 | SUITE 603 |
| West Michigan Environmental Action Council | |||||||
| 1007 LAKE DRIVE SE | GRAND RAPIDS | MI | 49506 | PC | STREAM KEEPERS | $8,500 | |
| Wisconsin Conservation Voices | |||||||
| 133 S BUTLER ST | MADISON | WI | 53703 | PC | GENERAL SUPPORT | $70,000 | |
| Wisconsin Democracy Campaign | |||||||
| 203 S PATTERSON ST | MADISON | WI | 53703 | PC | General Support | $10,000 | |
| Wisconsin Voices | |||||||
| 4201 N 27TH | MILWAUKEE | WI | 53216 | PC | General Support | $10,000 | 7TH FLOOR |
| WUWM-Milwaukee's NPR | |||||||
| 111 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | PC | WUWM Environmental Reporting Initiative | $30,000 | SUITE 700 |
| YWCA West Central Michigan | |||||||
| 25 SHELDON AVE SE | GRAND RAPIDS | MI | 49503 | PC | NURSE EXAMINER | $25,000 | |
| American Friends Service | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | GENERAL SUPPORT | $200 | |
| American Heart Association | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | GENERAL SUPPORT | $100 | |
| Americares | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | GENERAL SUPPORT | $1,500 | |
| Arbor Day Foundation | |||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | PC | GENERAL SUPPORT | $200 | |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | PC | GENERAL SUPPORT | $100 | |
| Associated Scientists at Woods Hole | |||||||
| 289 HATCHVILLE RD | WOODS HOLE | MA | 02536 | PC | GENERAL SUPPORT | $500 | |
| Best Friends Animal Society | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | PC | GENERAL SUPPORT | $100 | |
| Birch Creek Music Performance Center | |||||||
| 3821 COUNTY RD E | EGG HARBOR | WI | 54209 | PC | GENERAL SUPPORT | $200 | |
| Bridge Magazine | |||||||
| 4100 N DIXBORO RD | ANN ARBOR | MI | 48105 | PC | GENERAL SUPPORT | $500 | |
| Brigham and Women's Hospital | |||||||
| 340 TURNPIKE STREET | CANTON | MA | 02021 | PC | GENERAL SUPPORT | $200 | |
| Bright Focus Foundation | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PC | GENERAL SUPPORT | $200 | |
| Center for Great Apes | |||||||
| PO BOX 488 | WAUCHULA | FL | 338738649 | PC | GENERAL SUPPORT | $200 | |
| Center for Science in the Public Interest | |||||||
| 1220 L ST NW | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $100 | SUITE 300 |
| Climate Change Coalition of Door County-fiscal age | |||||||
| PO BOX 812 | STURGEON BAY | WI | 54235 | PC | GENERAL SUPPORT | $500 | |
| College Possible | |||||||
| 755 PRIOR AVENUE NORTH | SAINT PAUL | MN | 55104 | PC | GENERAL SUPPORT | $200 | SUITE 210 |
| Conservation Law Foundation | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | GENERAL SUPPORT | $500 | |
| Doctors without Borders | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $1,500 | 16TH FLOOR |
| Elephant Sanctuary | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | PC | GENERAL SUPPORT | $200 | |
| Environmental Defense Fund | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | GENERAL SUPPORT | $500 | |
| Esperanca (now Advance) | |||||||
| 1911 W EARLL DR | PHOENIX | AZ | 85015 | PC | GENERAL SUPPORT | $500 | |
| FINCA International | |||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $200 | 8TH FLOOR |
| Forest Home Cemetary | |||||||
| 2405 W FOREST HOME AVE | MILWAUKEE | WI | 53215 | PC | GENERAL SUPPORT | $500 | |
| Freshwater Future | |||||||
| PO BOX 2479 | PETOSKEY | MI | 49770 | PC | GENERAL SUPPORT | $500 | |
| Friends of Lakeshore State Park | |||||||
| 500 N HARBOR DRIVE | MILWAUKEE | WI | 53202 | PC | GENERAL SUPPORT | $200 | |
| Friends of the Kal-Haven Trail | |||||||
| PO BOX 191 | BLOOMINGDALE | MI | 49026 | PC | GENERAL SUPPORT | $200 | |
| Generations Ahead | |||||||
| 3962 N THREE MILE ROAD | TRAVERSE CITY | MI | 49686 | PC | GENERAL SUPPORT | $200 | |
| Gentle Giants Draft Horse Rescue | |||||||
| 17250 OLD FREDERICK ROAD | MOUNT AIRY | MD | 21771 | PC | GENERAL SUPPORT | $100 | |
| Glaucoma Research Foundation | |||||||
| 251 POST STREET | SAN FRANCISCO | CA | 94108 | PC | GENERAL SUPPORT | $100 | SUITE 600 |
| Grand Traverse Community Foundation | |||||||
| 223 LAKE AVENUE | TRAVERSE CITY | MI | 49684 | PC | GENERAL SUPPORT | $1,000 | SUITE B |
| Habitat for Humanity | |||||||
| 285 PEACHTREE CENTER AVE NW | ATLANTA | GA | 30303 | PC | GENERAL SUPPORT | $200 | SUITE 2700 |
| Homes for Our Troops | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | PC | GENERAL SUPPORT | $200 | |
| Horizon Home Care Hospice | |||||||
| 11400 W LAKE PARK DR | MILWAUKEE | WI | 53224 | PC | GENERAL SUPPORT | $500 | |
| Human Rights Watch | |||||||
| 350 FIFTH AVENUE | NEW YORK | NY | 101183299 | PC | GENERAL SUPPORT | $300 | 34TH FLOOR |
| Humane Society International | |||||||
| 1255 23RD STREET NW | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $200 | SUITE 450 |
| In Our Own Voice National Black Women's Reproduct | |||||||
| 1012 14TH ST NW | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $200 | |
| Innocence Project Inc | |||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $500 | SUITE 701 |
| International Crane Foundation | |||||||
| PO BOX 447 | BARABOO | WI | 53913 | PC | GENERAL SUPPORT | $200 | |
| International Fund for Animal Welfare | |||||||
| 1400 16TH ST NW | WASHINGTON | DE | 20036 | PC | GENERAL SUPPORT | $200 | SUITE 510 |
| International Medical Corps | |||||||
| 12400 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $1,500 | SUITE 1500 |
| International Planned Parenthood Federation | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 100384730 | PC | GENERAL SUPPORT | $500 | 9TH FLOOR |
| International Rescue Committee | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | GENERAL SUPPORT | $1,500 | |
| League of Women Voters Education Fund | |||||||
| PO BOX 11036 | LEWISTON | ME | 042439405 | PC | GENERAL SUPPORT | $500 | |
| Lupus Foundation New England | |||||||
| 40 SPEEN STREET | FRAMINGHAM | MA | 017011898 | PC | GENERAL SUPPORT | $100 | SUITE 101 |
| Michael J Fox Foundation for Parkinson's Research | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101634777 | PC | GENERAL SUPPORT | $300 | |
| Milwaukee Rescue Mission | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | PC | GENERAL SUPPORT | $1,000 | |
| Mothering Justice | |||||||
| 607 SHELBY ST | DETROIT | MI | 48226 | PC | GENERAL SUPPORT | $200 | 7TH FLOOR 903 |
| National Audubon Society | |||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $200 | 7TH FLOOR |
| Natural Resources Defense Council | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $200 | 11TH FLOOR |
| Network for Good-Friends of Saguaro National Park | |||||||
| 2700 N KINNEY ROAD | TUSCON | AZ | 85743 | PC | GENERAL SUPPORT | $500 | |
| Neu Life Community Development | |||||||
| 2014 W NORTH AVE | MILWAUKEE | WI | 53205 | PC | GENERAL SUPPORT | $200 | |
| NORTHWESTERN MICHIGAN COLLEGE FOUNDATION | |||||||
| 1701 E FRONT ST | TRAVERSE CITY | MI | 49686 | PC | NMC MOBILE PANTRY | $200 | |
| Northwest Michigan Supportive Housing | |||||||
| 3588 VETERANS DR | TRAVERSE CITY | MI | 49684 | PC | GENERAL SUPPORT | $500 | 1 |
| Ocean Conservancy | |||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $200 | 8TH FLOOR |
| Orbis International | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $400 | 12TH FLOOR |
| Planned Parenthood Federation of America | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $1,000 | 10TH FLOOR |
| Planned Parenthood of Wisconsin Inc | |||||||
| 302 N JACKSON STREET | MILWAUKEE | WI | 53202 | PC | GENERAL SUPPORT | $1,000 | |
| Project Hope | |||||||
| 255 CARTER HALL LANE | MILWOOD | VA | 22646 | PC | GENERAL SUPPORT | $1,000 | |
| Public Employees for Environmental Responsibility | |||||||
| 962 WAYNE AVE | SILVER SPRING | MD | 209104453 | PC | GENERAL SUPPORT | $500 | SUITE 610 |
| Safe Harbor of Grand Traverse | |||||||
| PO BOX 403 | TRAVERSE CITY | MI | 49685 | PC | GENERAL SUPPORT | $500 | |
| Catholic Charities | |||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | SAFE STREETS BALTIMORE | $200 | |
| Sandy Hook Promise | |||||||
| PO BOX 3489 | NEWTON | CT | 06470 | PC | GENERAL SUPPORT | $200 | |
| Save the Children | |||||||
| 501 KINGS HWY E | FAIRFIELD | CT | 06825 | PC | GENERAL SUPPORT | $1,500 | SUITE 400 |
| SE Asia Rescue Coalition & Haven (SEARCH) | |||||||
| PO BOX 3374 | WALNUT CREEK | CA | 94598 | PC | GENERAL SUPPORT | $500 | |
| Sesame Workshop | |||||||
| PO BOX 21609 | NEW YORK | NY | 10087 | PC | GENERAL SUPPORT | $100 | |
| Smile Train | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | PC | GENERAL SUPPORT | $200 | |
| Sojourner Family Peace Center | |||||||
| 619 W WALNUT ST | MILWAUKKE | WI | 53212 | PC | GENERAL SUPPORT | $500 | |
| Technoserve | |||||||
| 1120 19TH STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $200 | 8TH FLOOR |
| The Carter Center | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | PC | GENERAL SUPPORT | $300 | |
| The Lung Cancer Research Foundation (Free to Breat | |||||||
| 501 7TH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $300 | SUITE 230 |
| The Nature Conservancy WI | |||||||
| 633 WEST MAIN STREET | MADISON | WI | 53703 | PC | GENERAL SUPPORT | $500 | |
| United Performing Arts Fund | |||||||
| 301 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | PC | GENERAL SUPPORT | $300 | 600 |
| United to Beat Malaria (formerly UN Foundation (No | |||||||
| 1750 PENNSYLVANIA AVE | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $200 | STE 300 |
| USA for UNHCR | |||||||
| 1310 L ST NW | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $1,500 | STE 450 |
| Charities Aid Foundation of America | |||||||
| 724 18TH ST S | ARLINGTON | VA | 22202 | PC | VIRUNGA FUND | $500 | |
| Wisconsin Humane Society | |||||||
| 4500 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | PC | GENERAL SUPPORT | $500 | |
| World Central Kitchen | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $2,000 | 7TH FLOOR |
| World Without Hate | |||||||
| PO BOX 601461 | DALLAS | TX | 75360 | PC | GENERAL SUPPORT | $500 | |
| Grand Traverse Regional Land Conservancy | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 49684 | Accelerating land and water quality protection focused on natural climate solutions | $50,000 | ||
| Inland Seas Education Association | |||||||
| 100 DAME ST | SUTTONS BAY | MI | 49682 | CAMPAIGN FOR THE FUTURE | $30,000 | 218 | |
| LEELANAU CONSERVANCY | |||||||
| 105 N FIRST ST | LEELAND | MI | 49654 | PALMER WOODS ADDITION | $50,000 | ||
| URBAN ECOLOGY CENTER | |||||||
| 1500 E PARK PL | MILWAUKEE | WI | 53211 | IMAGINE CAMPAIGN | $90,000 | ||
| UWM FOUNDATION INC | |||||||
| 1440 E NORTH AVE | MILWAUKEE | WI | 53202 | BROOKBY SCHOLARSHIPS IN WATER LITERACY | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,464,606 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Urban Ecology Center | |||||||
| 1500 E PARK PL | MILWAUKEE | WI | 53211 | PC | IMAGINE CAMPAIGN | $0 | |
| Grand Traverse Regional Land Conservancy | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 49684 | PC | Accelerating Farmland and Water Quality Protection in Northwest Lower Michigan | $0 | |
| Leelanau Conservancy | |||||||
| 105 N FIRST ST | LEELAND | MI | 49654 | PC | FRIENDS OF FARMING & PALMER WOODS ADDITION | $0 | |
| Inland Seas Education Association | |||||||
| 100 DAME ST | SUTTONS BAY | MI | 49682 | PC | Campaign for the Future | $0 | 218 |
| UWM Foundation | |||||||
| 1440 E NORTH AVE | MILWAUKEE | WI | 53202 | PC | Launching the Research Vessel Maggi Sue & Brookby Scholarships in Water Literacy | $0 | |
| Camp Blodgett | |||||||
| 700 COLLEGE ST | Beloit | WI | 53511 | PC | FIERCE Leadership Programs | $0 | Box 45 |
| DA Blodgett - St John's | |||||||
| 805 LEONARD STREET NE | GRAND RAPIDS | MI | 48503 | PC | Kent School Services Network | $0 | |
| Gathering Waters | |||||||
| 211 S PATERSON ST | Madison | WI | 53703 | PC | Bringing Alternative Conservation Funding & Financing to Wisconsin: A two-year proposal | $0 | Suite 270 |
| Grandville Avenue Arts & Humanities | |||||||
| 644 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | PC | GENERAL PURPOSE | $0 | |
| Mote Marine Laboratory | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | PC | FORGING AHEAD | $0 | |
| Planned Parenthood of Michigan | |||||||
| 950 VICTORS WAY | ANN ARBOR | MI | 48108 | PC | MAKING PROUD CHOICES | $0 | SUITE 100 |
| YWCA West Central Michigan | |||||||
| 25 SHELDON AVE SE | GRAND RAPIDS | MI | 49503 | PC | NURSE EXAMINER | $0 | |
| Conservation Resource Alliance | |||||||
| 10850 E TRAVERSE HWY | TRAVERSE CITY | MI | 49684 | PC | ACCELERATING FARMLAND AND WATER QUALITY PROTECTION | $0 | 1180 |
| Grand Rapids Civic Theater | |||||||
| 30 DIVISION AVE N | GRAND RAPIDS | MI | 49503 | PC | SCHOLARSHIP PROGRAM | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,531,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,123,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,938 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,245,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,245,617 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,285 | Amt |
| Net Investment Income | $5,143 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,142 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,680,272 | EOYBookValueAmt |
| EOYFMV | $9,762,571 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $19,756,623 | EOYBookValueAmt |
| EOYFMV | $41,728,259 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BGLP PARTNERSHIP INTEREST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $291,132 | BookValueAmt |
| EOYFMV | $291,132 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $22,527 |
| 2023 DONATION PAID IN 2024 | $120,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LIMITED PARTNERSHIP EXPENSES | $1,384 | $1,384 | |
| MEMBERSHIPS | $3,975 | $3,975 | |
| OFFICE EXPENSES | $17,694 | $2,844 | |
| INSURANCE | $2,364 | $2,364 | |
| PAYROLL PROCESSING FEES | $662 | ||
| NONDEDUCTIBLE K-1 EXPENSES | $103 | ||
| FILING FEES | $20 | $20 | |
| SEP IRA FEES | $495 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX EXEMPT K-1 INCOME | $3,198 | |
| OTHER K-1 INCOME | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $149,271 | Amt |
| Net Investment Income | $149,271 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $23,867 | $23,867 |
| EXCISE TAXES | $14,500 |
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