THE BROOKBY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKBY FOUNDATION (EIN 38-3202330)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-10
- IRS object ID
- 201732839349100708
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-10T17:10:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 CAMPAU AVE NW STE 500 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495032642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383202330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Brookby Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2624780629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 East Ogden Avenue No 319 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Greeny | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2624780629 | PhoneNum |
| Signature | 2017-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shanna Reynolds | PreparerPersonNm |
| PTIN | P00854273 | PTIN |
| Phone | 6167740774 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 159.246.20.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-26 | IPDt |
| IP Tm | 15:19:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9CD14CA18D3F8D6721F570DEFCA3FFB1B6EA0336 | 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 | $41,487,988 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,083,858 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $930,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $920,230 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $867,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,031 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,402 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,329 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,075,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $981,590 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,048 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $58,048 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $550 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $550 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,393 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,697 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,697 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $165,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,696 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,428 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,428 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $334,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,976 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,476,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,476,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,811,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,560,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $264,133 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $879,455 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,387 | CashBOYAmt |
| Cash EOY | $8,683 | CashEOYAmt |
| Cash EOYFMV | $8,683 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,164,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,275,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,275,708 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,701,241 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,707,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,313,053 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,430,434 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,625,491 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,659,990 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,133,345 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,088,387 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,230,554 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,441,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,705,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,487,988 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $39,441,289 | CapitalStockBOYAmt |
| Capital Stock EOY | $39,705,422 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,441,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,705,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,441,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,705,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,441,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $264,133 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,705,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,705,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Total Capital Gain Distributions | P | 2016-01-01 | 2016-12-31 | $5,290 | $5,290 | ||
| BG Short Term | P | 2016-01-01 | 2016-12-31 | -$187 | -$187 | $187 | |
| BG long term | P | 2015-01-01 | 2016-12-31 | $215 | $215 | $215 | |
| Northern Trust ST | P | 2016-06-20 | 2016-08-05 | $754 | $754 | $554,509 | $553,755 |
| Northern Trust LT | P | 2002-11-21 | 2016-07-07 | $483 | $483 | $250,680 | $250,197 |
| Mich-Cal Short Term | P | 2016-01-01 | 2016-12-31 | -$8,518 | -$8,518 | $8,518 | |
| Mich-cal Long Term | P | 2015-01-01 | 2016-12-31 | $61,994 | $61,994 | $61,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,031 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,808,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,331,562 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047184 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,296,896 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,776,521 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034331 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,005,471 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,129,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045435 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $268,382 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,883,291 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054959 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $396,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,563,412 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111191 | DistributionYr5Rt |
| Total Distribution | 0.293100 | TotalDistributionRt |
| Average Distribution | 0.058620 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,382,267 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,249,968 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,258,763 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,560,826 | 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 | $8,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,092 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $78,092 | TotalPaymentsAndCreditsAmt |
| Overpayment | $69,297 | OverpaymentAmt |
| Applied To ES Tax | $20,000 | AppliedToESTaxAmt |
| Refund | $49,297 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NICOLE LIGHTWINE | IndividualWithBooksNm |
| Phone | 2624780629 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 East Ogden Avenue 319 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Paul Greeney | ||||||||
| 1110 East Ogden Avenue 319 | Milwaukee | WI | 53202 | Vice President/Treasurer | 10.00 | $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 |
| EDITH BLODGETT | ||||||||
| 1110 East Ogden Avenue 319 | Milwaukee | WI | 53202 | (DECEASED) | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicole Lightwine | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 EAST OGDEN AVENUE 319 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,573 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,564,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,025,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,376,322 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,966,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,966,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,382,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,919,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,919,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,795 | TotalTaxAmt |
| Distributable Before Adj | $1,910,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,910,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,910,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,560,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,560,826 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,552,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,910,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $278,956 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,560,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $278,956 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,910,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $371,552 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $371,552 | 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 | $371,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $371,552 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDITH BLODGETT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Brookby Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 East Ogden Avenue 319 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2624780629 | RecipientPhoneNum |
| Form And Info And Materials | OUR BOARD OF TRUSTEES WILL REVIEW GRANT REQUESTS THREE (3) TIMES EACH YEAR. ALL GRANT REQUESTS SHALL BE INITIATED WITH A LETTER OF INQUIRY (LOI). THE LOI SHOULD INCLUDE A BRIEF DESCRIPTION OF ORGANIZATION AND PROGRAM/PROJECT (WITH TIMELINE), REQUESTED AMOUNT AND EMPLOYER IDENTIFICATION NUMBER (EIN). A REVIEW OF THE LOI WILL DETERMINE IF THE REQUEST ALIGNS WITH OUR GRANTMAKING STRATEGIES. LOI'S SHOULD BE SUBMITTED BY THE DATES BELOW, IN ACCORDANCE WITH OUR GRANT CYCLE. APPLICANTS SEEKING SUPPORT FOR A FORMER BLODGETT FOUNDATION GRANTEE, PLEASE NOTE THE EDITH BLODGETT LEGACY FUND REQUESTS ARE ONLY REVIEWED ONCE IN SPRING. ALL OTHER REQUESTS ARE REVIEWED DURING SUMMER AND WINTER CYCLES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING (BEFORE 3/31);SUMMER(BEFORE 6/30); WINTER (BEFORE 9/30) | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (175 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABLE | ||||||||
| 316 Physics Road | East Lansing | MI | 48824 | None | PC | General Support | $100 | |
| Accion | ||||||||
| 10 Fawcett Street Suite 204 | Cambridge | MA | 02138 | None | PC | General Support | $100 | |
| Alliance for the Great Lakes | ||||||||
| 17 N State Street Suite 1390 | Chicago | IL | 60602 | None | PC | Great Lakes Protection and Restoration | $50,000 | |
| Alliance for the Great Lakes | ||||||||
| 18 N State Street Suite 1390 | Chicago | IL | 60603 | None | PC | General Support | $500 | |
| Alzheimers Disease Research (Bright Focus Foundation) | ||||||||
| 22512 Gateway Center Drive | Clarksburg | MD | 20871 | None | PC | General Support | $100 | |
| American Friends Service | ||||||||
| 1501 Cherry St | Philadelphia | PA | 19102 | None | PC | General Support | $200 | |
| American Heart Association | ||||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | None | PC | General Support | $100 | |
| American Red Cross | ||||||||
| 4624 Packard Rd | Ann Arbor | MI | 48108 | None | PC | Disaster | $10,000 | |
| Americares | ||||||||
| 88 Hamilton Ave | Stamford | CT | 06928 | None | PC | General Support | $100 | |
| Aquinas College | ||||||||
| 1700 Fulton St E | Grand rapids | MI | 49506 | None | PC | Restoration of Brookby Estate Gardens Phase I | $60,250 | |
| Aquinas College | ||||||||
| 1700 Fulton St E | Grand rapids | MI | 49506 | None | PC | Brookby Gardens Phase II | $255,120 | |
| Aquinas College | ||||||||
| 1700 Fulton St E | Grand rapids | MI | 49506 | None | PC | Brookby Gardens Phase III | $37,735 | |
| Arbor Day Foundation | ||||||||
| 211 N 12th St | Lincoln | NE | 68508 | None | PC | General Support | $100 | |
| Arthritis National Research Foundation | ||||||||
| 200 Oceangate Suite 830 | Long Beach | CA | 90802 | None | PC | General Support | $100 | |
| ASPCA | ||||||||
| 424 E 92nd Street | New York | NY | 10128 | None | PC | General Support | $100 | |
| Baton Rouge Area Foundation- | ||||||||
| 100 North St 900 | Baton Rouge | LA | 70802 | None | PC | General Support | $500 | |
| Beloit College Beloiter Fund | ||||||||
| 700 College Street | Beloit | WI | 53511 | None | PC | General Support | $500 | |
| Best Friends Animal Society | ||||||||
| 5001 Angel Canyon Rd | Kanab | UT | 84741 | None | PC | General Support | $100 | |
| Birch Creek Music Performance Center | ||||||||
| PO Box 230 | Egg Harbor | WI | 54209 | None | PC | General Support | $200 | |
| Blue Lake Fine Arts Camp | ||||||||
| 300 E Crystal Lake Rd | Twin Lake | MI | 49457 | None | PC | Grand Rapids Symphony Concert | $3,000 | |
| Center for Science in the Public Interest | ||||||||
| Dept DC PO Box 96611 | Washington | DC | 20077 | None | PC | General Support | $100 | |
| Center for Transformative Action | ||||||||
| 119 Anabel Taylor Hall | Ithica | NY | 14853 | None | PC | CurrentCast | $15,000 | |
| Cerulean Center | ||||||||
| 5708 E Gallivan Rd | Cedar | MI | 49621 | None | PC | Bioblitz! Engaging Our Community in Great Lakes Ecosystem Research | $15,000 | |
| Children's Leukemia Foundation of MI | ||||||||
| 5455 Corporate Dr Suite 306 | Troy | MI | 48098 | None | PC | Patient Services Programs | $2,000 | |
| Clean Wiconsin | ||||||||
| 634 W Main St 300 | Madison | WI | 53703 | None | PC | Science Program | $25,000 | |
| College Possible | ||||||||
| 1555 N Rivercenter Drive Suite 211 | Milwaukee | WI | 53212 | None | PC | General Support | $200 | |
| Conservation Resource Alliance | ||||||||
| 10850 E Traverse Hwy 1180 | Traverse City | MI | 49684 | None | PC | Boardman River Dams Ecosystem Restoration Project | $100,000 | |
| Council on Michigan Foundations | ||||||||
| 1 S Harbor Dr 3 | Grand Haven | MI | 49417 | None | PC | Great Lakes Funder Collaboration | $3,000 | |
| DA Blodgett St Johns | ||||||||
| 2355 Knapp St NE | Grand Rapids | MI | 49505 | None | PC | Mentoring Services Enhancement & Expansion | $30,000 | |
| Dairy Grazing Apprenticeship Inc | ||||||||
| 7234 GAD RD | Medford | WI | 54451 | None | PC | Capacity in Managed Grazing to Protect Vulnerable Watersheds | $107,000 | |
| Dairy Grazing Apprenticeship Inc | ||||||||
| 7235 GAD RD | Medford | WI | 54452 | None | PC | Capacity in Managed Grazing to Protect Vulnerable Watersheds | $139,500 | |
| Doctors without Borders | ||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | None | PC | General Support | $500 | |
| Elephant Sanctuary | ||||||||
| 183 Buck Hollow Road | Hohenwald | TN | 38462 | None | PC | General Support | $200 | |
| Environmental Defense Fund | ||||||||
| 257 Park Ave South | New York | NY | 10010 | None | PC | General Support | $200 | |
| Environmental Law & Policy Center | ||||||||
| 35 E Wacker Drive Suite 1600 | Chicago | IL | 60601 | None | PC | Expanding Michigan public interest environmental legal engagementcapacity. | $25,000 | |
| Esperanca | ||||||||
| 1911 West Earll Drive | Phoenix | AZ | 85015 | None | PC | General Support | $100 | |
| Exponent Philanthropy | ||||||||
| 1720 N St NW | Washington | DC | 20036 | None | PC | General Support | $500 | |
| Feeding America Eastern WI | ||||||||
| 1700 W Fond Du Lac Ave | Milwaukee | WI | 53205 | None | PC | General Support | $1,500 | |
| FINCA International | ||||||||
| 1101 14th Street NW 11th Floor | Washington | DC | 20005 | None | PC | General Support | $100 | |
| Florida Keys Land & Sea Trust | ||||||||
| 5550 Overseas Highway | Marathon | FL | 33050 | None | PC | General Support | $500 | |
| Free to Breathe (National Lung Cancer Partnership) | ||||||||
| 1 Point PI 200 | Madison | WI | 53719 | None | PC | General Support | $300 | |
| Freshwater Future | ||||||||
| PO Box 2479 | Petoskey | MI | 49770 | None | PC | General Support | $100 | |
| Friends of Saguaro National Park | ||||||||
| 2700 North Kinney Road | Tuscon | AZ | 85743 | None | PC | General Support | $500 | |
| Friends of the Kal-Haven Trail | ||||||||
| PO Box 156 | Lawrence | MI | 49064 | None | PC | General Support | $200 | |
| Gentle Giants Draft Horse Rescue | ||||||||
| PO Box 5058 | Hagerstown | MD | 21741 | None | PC | General Support | $100 | |
| Girls Write Now | ||||||||
| 247 W 37th St 1000 | New York | NY | 10018 | None | PC | General Operating | $5,000 | |
| Glaucoma Research Foundation | ||||||||
| 251 Post Street Ste 600 | San Francisco | CA | 94108 | None | PC | General Support | $100 | |
| Grand Rapids Art Museum | ||||||||
| 101 Monroe Center Street NW | Grand Rapids | MI | 49503 | None | PC | Winter & Fall Concert Series | $30,000 | |
| Grand Rapids Ballet | ||||||||
| 341 Ellsworth Avenue SW | Grand Rapids | MI | 49503 | None | PC | Sponsorship musical accompaniment | $60,000 | |
| Grand Rapids Children's Museum | ||||||||
| 11 Sheldon Ave | Grand Rapids | MI | 49503 | None | PC | Science Programming | $5,000 | |
| Grand Rapids Civic Theatre | ||||||||
| 30 Division Ave N | Grand Rapids | MI | 49503 | None | PC | School of Theatre Arts Scholarship Fund | $8,000 | |
| Grand Rapids Public Museum Foundation | ||||||||
| 272 Pearl Street NW | Grand rapids | MI | 49504 | None | PC | Science Tuesdays | $5,000 | |
| Grand Rapids Symphony | ||||||||
| 300 Ottawa NW Suite 100 | Grand Rapids | MI | 49503 | None | PC | Blue Lake Concert | $24,485 | |
| Grand Rapids Symphony | ||||||||
| 300 Ottawa NW Suite 100 | Grand Rapids | MI | 49503 | None | PC | Percussion Chair Sponsorship | $80,000 | |
| Grand Traverse Regional Land Conservancy | ||||||||
| 3860 N Long Lake Rd D | Traverse City | MI | 49684 | None | PC | Water Quality and Farmland Protection | $50,000 | |
| Grandville Avenue Arts and Humanities | ||||||||
| 644 Grandville Ave SW | Grand Rapids | MI | 49503 | None | PC | The Power of Music at the Cook Arts Center | $4,000 | |
| Greater New Orleans Foundation | ||||||||
| 919 St Charles Ave | New Orleans | LA | 70130 | None | PC | General Support | $500 | |
| Groundwork Milwaukee | ||||||||
| 1845 N Farwell Ave 100 | milwaukee | WI | 53202 | None | PC | GILS Season 1 | $45,687 | |
| Growing Power | ||||||||
| 5500 W Silver Spring Drive | Milwaukee | WI | 53218 | None | PC | General Support | $500 | |
| Habitat for Humanity | ||||||||
| 121 Habitat St | Americus | GA | 31709 | None | PC | General Support | $200 | |
| Habitat for Humanity Baton Rouge | ||||||||
| 4301 Airline Highway | Baton Rouge | LA | 70811 | None | PC | General Support | $500 | |
| Habitat for Humanity Grand Traverse | ||||||||
| 1129 Woodmere Ave | Traverse City | MI | 49686 | None | PC | General Support | $500 | |
| Harbor District Inc | ||||||||
| 600 E Greenfield Ave 124 | Milwaukee | WI | 53204 | None | PC | Public Access to Waterfront | $15,000 | |
| Homes for Our Troops | ||||||||
| 6 Main Street | Taunton | MA | 02780 | None | PC | General Support | $200 | |
| Horizon Home Care Hospice | ||||||||
| 8949 North Deerbrook Trail | Milwaukee | WI | 53223 | None | PC | General Support | $200 | |
| Horse North Rescue of Kingsley | ||||||||
| PO Box 76 | Kingsley | MI | 49649 | None | PC | General Support | $300 | |
| Hospice of Michigan | ||||||||
| 989 Spaulding SE | Ada | MI | 49301 | None | PC | Life Matters Comprehensive Campaign | $60,000 | |
| Human Rights Watch | ||||||||
| 350 Fifth Avenue 34th Floor | New York | NY | 10118 | None | PC | General Support | $300 | |
| Humane Society International | ||||||||
| 2100 L St NW | Washington | DC | 20037 | None | PC | General Support | $200 | |
| Hunger Task Force | ||||||||
| 201 S Hawley Court | Milwaukee | WI | 53214 | None | PC | Emergency Food, Summer Meals, Environmental | $25,000 | |
| Innocence Project Inc | ||||||||
| 40 Worth St Suite 701 | New York | NY | 10013 | None | PC | General Support | $500 | |
| Institute for Journalism and Natural Resources | ||||||||
| 114 W Pine St 12 | Missoula | MT | 59802 | None | PC | Great Lakes Energy & Ecology Institute | $15,000 | |
| Interlochen Center for the Arts | ||||||||
| PO Box 199 | Interlochen | MI | 49643 | None | PC | Camp & Academy Scholarship | $20,000 | |
| International Crane Foundation | ||||||||
| PO Box 447 | Baraboo | WI | 53913 | None | PC | General Support | $200 | |
| International Medical Corps | ||||||||
| 1919 Santa Monica Blvd Suite 400 | Santa Monica | CA | 90404 | None | PC | General Support | $500 | |
| International Planned Parenthood Federation | ||||||||
| 120 Wall Street 9th Floor | New York | NY | 10005 | None | PC | General Support | $500 | |
| International Rescue Committee | ||||||||
| 122 East 42nd Street | New York | NY | 10168 | None | PC | General Support | $200 | |
| League of Women Voters Education Fund | ||||||||
| 1730 M Street NW Suite 1000 | Washington | DC | 20036 | None | PC | General Support | $500 | |
| Leelanau Conservancy | ||||||||
| 105 1st Street | Leland | MI | 49654 | None | PC | Water Quality and Farmland Protection | $50,000 | |
| Leelanau Conservancy | ||||||||
| 105 1st Street | Leland | MI | 49654 | None | PC | Leelanau Forever | $16,666 | |
| Life Navigators | ||||||||
| 7203 W Center St | Wauwatosa | WI | 53210 | None | PC | General Support | $200 | |
| Lupus Foundation of America | ||||||||
| 2000 L Street NW Suite 410 | Washington | DC | 20036 | None | PC | General Support | $100 | |
| Massachusettes General Hospital | ||||||||
| 55 Fruit St | Boston | MA | 02114 | None | PC | General Support | $500 | |
| Mayflower Congregational Church | ||||||||
| 2345 Robinson Rd SE | Grand Rapids | MI | 49506 | None | PC | Gloria Concert | $4,000 | |
| Mequon Nature Preserve | ||||||||
| 8200 W County Line Road | Mequon | WI | 53097 | None | PC | County Line Road Project | $30,000 | |
| Mercy Corps | ||||||||
| PO Box 2669 Dept W | Portland | OR | 97208 | None | PC | General Support | $200 | |
| Metro Arts Inc | ||||||||
| 0240 SW Canby Street | Portland | OR | 97219 | None | PC | Capacity Building/ Young Artists Debut! | $20,000 | |
| Michigan League of Conservation Voters Education Fund | ||||||||
| 3029 Miller Rd | Ann Arbor | MI | 48103 | None | PC | Public Education | $5,000 | |
| Michigan League of Conservation Voters Education Fund | ||||||||
| 3029 Miller Rd | Ann Arbor | MI | 48103 | None | PC | General Support | $20,000 | |
| Milwaukee Chamber Theatre | ||||||||
| 158 N Broadway | Milwaukee | WI | 53202 | None | PC | General Support | $200 | |
| Milwaukee Environmental Consortium | ||||||||
| 1845 N Farwell Ave 100 | Milwaukee | WI | 53202 | None | PC | Milwaukee Water Commons Water School | $10,000 | |
| Milwaukee Habitat for Humanity | ||||||||
| 3726 North Booth Street | Milwaukee | WI | 53212 | None | PC | General Support | $300 | |
| Milwaukee Repertory Theater | ||||||||
| 108 E Wells St | Milwaukee | WI | 53202 | None | PC | General Support | $300 | |
| Milwaukee Rescue Mission | ||||||||
| 830 N 19th Street | Milwaukee | WI | 53233 | None | PC | General Support | $500 | |
| Milwaukee Riverkeeper | ||||||||
| 1845 N Farwell Ave 100 | Milwaukee | WI | 53202 | None | PC | Public Ally and Trinity Fellow | $62,700 | |
| Milwaukee Riverkeeper | ||||||||
| 1845 N Farwell Ave 100 | Milwaukee | WI | 53202 | None | PC | WI Compact Implementation Coalition | $10,000 | |
| Mote Marine Laboratory Inc | ||||||||
| 1600 Ken Thompson Pkwy | Sarasota | FL | 34236 | None | PC | Coral Reef Restoration | $25,000 | |
| National Arbor Day Foundation | ||||||||
| 100 Arbor Avenue | Nebraska City | NE | 68410 | None | PC | General Support | $100 | |
| National Audubon Society | ||||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | None | PC | General Support | $200 | |
| National Parks Conservation Assocation | ||||||||
| 8 South Michigan Ave Suite 2900 | Chicago | IL | 60603 | None | PC | HOW 2016 Scholarships & Outreach | $15,000 | |
| Natural Resources Defence Council | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | PC | Clean Water Rule | $25,000 | |
| Natural Resources Defense Council | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | PC | General Support | $200 | |
| Natural Resources Foundation of Wisconsin | ||||||||
| 116 King St | Madison | WI | 53703 | None | PC | General Support | $500 | |
| Neighborhood House of Milwaukee Inc | ||||||||
| 2819 W Richardson PL | milwaukee | WI | 53208 | None | PC | Environmental Stewardship Project | $5,000 | |
| Neu Life Community Resource Center | ||||||||
| 2014 W North Ave | Milwaukee | WI | 53206 | None | PC | General Support | $200 | |
| Nothing but Nets (UN Foundation) | ||||||||
| PO Box 96539 | Washington | DC | 20077 | None | PC | General Support | $200 | |
| NPH USA (formerly Friends of the Orphans) | ||||||||
| 134 North La Salle Street | Chicago | IL | 60602 | None | PC | General Support | $200 | |
| Ocean Conservancy | ||||||||
| 1300 19th Street NW | Washington | DC | 20036 | None | PC | General Support | $200 | |
| Opera Grand Rapids | ||||||||
| 1320 East Fulton | Grand Rapids | MI | 49503 | None | PC | Childrens Opera | $10,000 | |
| Opera Theater Oregon | ||||||||
| 211 SE Caruthers St | POrtland | OR | 97214 | None | PC | Two Yosemites | $2,500 | |
| Orbis | ||||||||
| 520 8th Avenue 11th Floor | New York | NY | 10018 | None | PC | General Support | $400 | |
| Oregon Public Broadcasting | ||||||||
| 7140 SW Madadam Ave | Portland | OR | 97219 | None | PC | General Support | $500 | |
| Oregon Symphony | ||||||||
| 921 SW Washington Ste 200 | Portland | OR | 97205 | None | PC | General Support | $50,000 | |
| Oregon Symphony | ||||||||
| 921 SW Washington Ste 200 | Portland | OR | 97205 | None | PC | Percussion Enhancements | $17,000 | |
| Oregon Symphony | ||||||||
| 921 SW Washington Ste 200 | Portland | OR | 97205 | None | PC | General Support | $100,000 | |
| Oregon Symphony | ||||||||
| 921 SW Washington Ste 200 | Portland | OR | 97205 | None | PC | Audience and Donor Capacity | $68,946 | |
| Oxfam America | ||||||||
| 226 Causeway Street 5th Floor | Boston | MA | 02114 | None | PC | General Support | $300 | |
| Ozaukee County Planning & Parks Dept | ||||||||
| 121 W Main Street PO Box 994 | Port Washington | WI | 53074 | None | GOV | Kaul Creek | $10,000 | |
| Ozaukee County Planning & Parks Dept | ||||||||
| 121 W Main Street PO Box 994 | Port Washington | WI | 53074 | None | GOV | Virmond County Park | $35,000 | |
| Ozaukee Washington Land Trust | ||||||||
| PO Box 917 | West Bend | WI | 53095 | None | PC | Mequon Preservation Partners | $10,000 | |
| Parallel 45 | ||||||||
| PO Box 1829 | Traverse City | MI | 49685 | None | PC | General Support | $200 | |
| Partners in Health | ||||||||
| 326 W 64th St | Chicago | IL | 60621 | None | PC | General Support | $200 | |
| Peabody Institute of the Johns Hopkins University | ||||||||
| 1 E Mt Vernon Pl | Baltimore | MD | 21202 | None | PC | Percussion Scholarship & Programming | $50,000 | |
| Phoenix Society | ||||||||
| 1835 RW Berends Dr SW | Grand Rapids | MI | 49519 | None | PC | Scholarships World Burn Congress | $6,000 | |
| Planned Parenthood Federation of America | ||||||||
| 434 W 33rd Street | New York | NY | 10001 | None | PC | General Support | $500 | |
| Planned Parenthood of West Northern MI | ||||||||
| 1003 Spring St | Petoskey | MI | 49770 | None | PC | Safer Choices | $15,000 | |
| Planned Parenthood of Wisconsin Inc | ||||||||
| 3020 N Jackson Street | Milwaukee | WI | 53202 | None | PC | General Support | $500 | |
| Port Washington Historical Society | ||||||||
| 205 N Franklin St | Port Washington | WI | 53074 | None | PC | Lake Michigan Learning Lab at the Port Exploreum | $12,000 | |
| Prairie Biotic Research | ||||||||
| PO Box 5424 | Madison | WI | 53705 | None | PC | Small Grants Program | $5,000 | |
| Princeton Area Community Foundation | ||||||||
| 15 Princess Rd | Lawrenceville | NJ | 08648 | None | PC | General Support | $100 | |
| Project Hope | ||||||||
| 255 Carter Hall Lane | Millwood | VA | 22646 | None | PC | General Support | $200 | |
| River Alliance of Wisconisn | ||||||||
| 147 S Butler St 2 | Madison | WI | 53703 | None | PC | General Support | $500 | |
| River Revitalization Foundation | ||||||||
| 2134 N Riverboat Road | Milwaukee | WI | 53212 | None | PC | Milwaukee River greenway restoration | $15,000 | |
| Riveredge Nature Center | ||||||||
| 4458 County Rd Y | Saukville | WI | 53080 | None | PC | Scientist in Residence | $5,000 | |
| Save the Children | ||||||||
| 54 Wilton Road | Westport | CT | 06880 | None | PC | General Support | $500 | |
| Second Chance Rescue | ||||||||
| 5603 Church Rd | Boyne City | MI | 49712 | None | PC | General Support | $500 | |
| Sesame Workshop | ||||||||
| 1 Lincoln Plaza | New York | NY | 10023 | None | PC | General Support | $100 | |
| Smile Train | ||||||||
| PO Box 96231 | Washington | DC | 20090 | None | PC | General Support | $200 | |
| Smithsonian Institution | ||||||||
| PO Box 9016 | Pittsfield | MA | 01202 | None | PC | General Support | $100 | |
| So Percussion | ||||||||
| 233 Norman Ave 309 | Brooklyn | NY | 11222 | None | PC | Summer Institute | $15,000 | |
| So Percussion | ||||||||
| 233 Norman Ave 309 | Brooklyn | NY | 11222 | None | PC | Future Fund | $15,000 | |
| Sojourner Family Peace Center | ||||||||
| PO Box 080319 | Milwaukee | WI | 53208 | None | PC | General Support | $300 | |
| Southern Poverty Law Center | ||||||||
| 900 Washinton Ave | Montgomery | AL | 36104 | None | PC | General Operations | $5,000 | |
| St Cecilia Music Center | ||||||||
| 25 Ransom Ave NE | Grand Rapids | MI | 49503 | None | PC | Music Lives Here Campaign | $50,000 | |
| St Jude Children's Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | General Support | $100 | |
| TART Trails | ||||||||
| Po Box 252 | Traverse City | MI | 49685 | None | PC | August 2015 Storm Recovery | $10,000 | |
| Techno Serve | ||||||||
| 1 Mechanic Street | Norwalk | CT | 06850 | None | PC | General Support | $200 | |
| The Carter Center | ||||||||
| 1 Copenhill 453 Freedom Pkwy | Atlanta | GA | 30307 | None | PC | General Support | $300 | |
| The Michael J Fox Foundation for Parkinson's Research | ||||||||
| PO Box 4777 | New York | NY | 10163 | None | PC | General Support | $300 | |
| The Nature Conservancy Michigan | ||||||||
| 101 E Grand River Ave | Lansing | MI | 48906 | None | PC | Eastern Lake Michigan Coastal Invasives | $5,000 | |
| The Nature Conservancy WI | ||||||||
| 633 W Main St | Madison | WI | 53703 | None | PC | General Support | $500 | |
| Third Angle New Music Ensemble | ||||||||
| PO Box 28225 | Portland | OR | 97228 | None | PC | General Support | $10,000 | |
| Together Wisconsin Inc | ||||||||
| 700 Rayovac Drive | Madison | WI | 53711 | None | PC | General Support | $50,000 | |
| United Performing Arts Fund | ||||||||
| 929 N Water Street | Milwaukee | WI | 53202 | None | PC | General Support | $300 | |
| Urban Ecology Center | ||||||||
| 1500 E Park Place | Milwaukee | WI | 53211 | None | PC | General Support | $60,000 | |
| USA for UNHCR | ||||||||
| 1775 K Street NW Suite 290 | Washington | DC | 20006 | None | PC | General Support | $200 | |
| UWM Foundation | ||||||||
| 600 E Greenfield Ave | Milwaukee | WI | 53204 | None | PC | School of Freshwater Sciences Water Science Literacy | $40,000 | |
| UWM Foundation | ||||||||
| 600 E Greenfield Ave | Milwaukee | WI | 53204 | None | PC | WUWM Environmental Reporter | $15,000 | |
| Virunga Fund Inc | ||||||||
| 50 Court Street Suite 712 | Brooklyn | NY | 11201 | None | PC | General Support | $500 | |
| Vision Forward | ||||||||
| 912 Hawley road | Milwaukee | WI | 53213 | None | PC | Music Therapy Program | $5,000 | |
| Vision Forward | ||||||||
| 912 Hawley road | Milwaukee | WI | 53213 | None | PC | Technology and Education Center | $10,000 | |
| Volunteers of America of Wisconsin | ||||||||
| 1661 North Water Street Suite 401 | Milwaukee | WI | 53202 | None | PC | General Support | $300 | |
| Walnut Way Conservation Corp | ||||||||
| 2240 N 17th St | Milwaukee | WI | 53205 | None | PC | The Commons-Green Infrastructure/ Environmental Education purposes | $5,000 | |
| West Michigan Environmental Action Council | ||||||||
| 1007 Lake Dr SE | Grand Rapids | MI | 49506 | None | PC | Teach for Watershed (T4W) Program | $7,061 | |
| Weyenberg Public Library Foundation Inc | ||||||||
| 11345 N Cedarburg Rd | Mequon | WI | 53092 | None | PC | General Support | $200 | |
| WGBH | ||||||||
| One Guest Street | Boston | MA | 02135 | None | PC | General Support | $300 | |
| Wisconsin Historical Foundation | ||||||||
| 816 State Street | Madison | WI | 53706 | None | PC | City Built on Water Book John Gurda | $10,000 | |
| Wisconsin Humane Society | ||||||||
| 630 W Dekora Street | Saukville | WI | 53080 | None | PC | General Support | $500 | |
| Wisconsin League of Conservation Voters Institute | ||||||||
| 133 S Butler Street 320 | Madison | WI | 53703 | None | PC | General Support | $25,000 | |
| Wisconsin Voices | ||||||||
| 633 S Hawley Rd St 112 | Milwaukee | WI | 53214 | None | PC | General Support | $7,000 | |
| Wisconsin Voices | ||||||||
| 634 S Hawley Rd St 112 | Milwaukee | WI | 53215 | None | PC | General Support | $25,000 | |
| Wisconsin Wetlands Association | ||||||||
| 214 N Hamilton St Ste 201 Suite 201 | Madison | WI | 53703 | None | PC | Mequon Preservation Partners | $15,000 | |
| World Wildlife Fund | ||||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | PC | General Support | $500 | |
| YWCA West Central Michigan | ||||||||
| 25 Sheldon Boulevard SE | Grand Rapids | MI | 49503 | None | PC | Nurse Examiner Program | $6,000 | |
| Pacific Institute | ||||||||
| 12101 Tukwila International Blvd | Seattle | WA | 98168 | None | PC | General Support | $20,000 | 330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,476,850 | 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 | $930,649 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,031 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| Miscellaneous investment income | $73 | 14 | |
| Income from NT Investment | 14 | $622 | |
| To Adjust Securities Account | 14 | $707 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $73 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $992,009 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $992,082 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAT ANNUITY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 803878 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,083,858 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,393 | Amt |
| Net Investment Income | $8,697 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,697 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER BONDS | $2,137,359 | $2,200,737 |
| CORPORATE BONDS | $6,488,132 | $6,459,253 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $24,707,153 | EOYBookValueAmt |
| EOYFMV | $26,313,053 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MICH-CAL INVESTMENTS L.P. | AT COST | $1,669,683 | $2,085,002 |
| COMMODITITES | AT COST | $2,129,169 | $1,855,219 |
| BGLP PARTNERSHIP INTEREST | AT COST | $289,535 | $290,333 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BG INVESTMENT - NONDEDUCTIBLE | $528 | $0 | $0 |
| INSURANCE | $333 | $0 | $333 |
| MEMBERSHIPS | $1,350 | $0 | $1,350 |
| MICH-CAL INV. - NONDEDUCTIBLE | $1,819 | $0 | $0 |
| OFFICE EXPENSES | $1,135 | $0 | $1,135 |
| PAYROLL PROCESSING FEES | $638 | $0 | $638 |
| UTILITIES | $781 | $0 | $781 |
| Equipment | $16 | $0 | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Miscellaneous investment income | $73 | $0 | $73 |
| Income from NT Investment | $622 | $622 | $622 |
| To Adjust Securities Account | $707 | $707 | $707 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $74,742 | Amt |
| Net Investment Income | $74,742 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHERN TRUST FOREIGN TAXES | $18,301 | $18,301 | $0 |
| BG FOREIGN TAXES | $5 | $5 | $0 |
| FEDERAL TAXES | $146,500 | $0 | $0 |
| MICH-CAL FOREIGN TAXES | $390 | $390 | $0 |
Comments