THE BROOKBY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE BROOKBY FOUNDATION (EIN 38-3202330)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349102265
- Schema version
- 2015v2.1
- 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
- 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 | 2016-11-15T12:49:49-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 Suite 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 | 2015-01-01 | 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 | % NICOLE LIGHTWINE | InCareOfNm |
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2624780629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10936 N Port Washington Rd 181 Su | AddressLine1Txt |
| City | Mequon | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL GREENEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shanna Reynolds | PreparerPersonNm |
| PTIN | P00854273 | PTIN |
| Phone | 6167740774 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,684,519 | 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 | $1,736,548 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $713,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $705,057 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,247,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,955,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,247,203 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $939 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $939 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,697,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,953,199 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $47,845 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,845 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,800 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,800 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $805 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $805 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,599 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,599 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $39,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,249 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,603 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,603 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,738,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,738,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,897,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,808,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,800,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,894,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,440 | CashBOYAmt |
| Cash EOY | $11,387 | CashEOYAmt |
| Cash EOYFMV | $11,387 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,494,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,164,882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,164,882 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,961,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,701,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,344,041 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,068,302 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,430,434 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,346,614 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,109,321 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,133,345 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,817,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,641,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,441,289 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,684,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $35,641,131 | UnrestrictedBOYAmt |
| Unrestricted EOY | $39,441,289 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,641,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,441,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,641,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,441,289 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,641,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,800,159 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,441,290 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,441,289 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BG SHORT TERM | $329 | $0 | $329 | $329 | |
| BG LONG TERM | $0 | $199 | -$199 | -$199 | |
| NORTHERN TRUST ST | $2,218,430 | $2,316,236 | -$97,806 | -$97,806 | |
| NORTHERN TRUST LT | $28,586,695 | $25,371,363 | $3,215,332 | $3,215,332 | |
| NORTHERN TRUST ST | $296 | $0 | $296 | $296 | |
| MICH-CAL SHORT TERM | $0 | $20,002 | -$20,002 | -$20,002 | |
| MICH-CAL LONG TERM | $134,197 | $0 | $134,197 | $134,197 | |
| CAPITAL GAIN DIVIDENDS | $15,056 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,247,203 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,296,896 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,776,521 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,005,471 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,129,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $268,382 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,883,291 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054959 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $396,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,563,412 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.111191 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,636 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,471,156 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051751 | DistributionYr5Rt |
| Total Distribution | 0.297667 | TotalDistributionRt |
| Average Distribution | 0.059533 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,331,562 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,281,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,945 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,320,938 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,808,637 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,891 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $77,891 | SubtotalAmt |
| Tax Based On Investment Income | $77,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,641 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $85,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $94,641 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $158 | EsPenaltyAmt |
| Overpayment | $16,592 | OverpaymentAmt |
| Applied To ES Tax | $16,592 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | WI | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICOLE LIGHTWINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2624780629 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10936 N PORT WASHINGTON RD 181 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Paul Greeney | ||||||
| 10936 N Port Washington Rd 181 | Mequon | WI | 53092 | Vice President/Treasurer | 10.0 | $0 |
| Wendy Greeney | ||||||
| 10936 N Port Washington Rd 181 | Mequon | WI | 53092 | President/Secretary | 1.0 | $0 |
| Daniel Greeney | ||||||
| 10936 N Port Washington Rd 181 | Mequon | WI | 53092 | Board Trustee | 1.0 | $0 |
| Jonathan Greeney | ||||||
| 10936 N Port Washington Rd 181 | Mequon | WI | 53092 | Board Trustee | 0 | $0 |
| 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 | $34,295,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,192,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,427,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,915,291 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,915,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $583,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,331,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,916,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,916,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,891 | TotalTaxAmt |
| Distributable Before Adj | $1,838,687 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,838,687 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,838,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,808,637 | 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 | $1,808,637 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,808,637 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,838,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $248,906 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,808,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $248,906 | AppliedToYear1Amt |
| Applied To Current Year | $1,559,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $278,956 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDITH BLODGETT DECEASED | 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 | 10936 N PORT WASHINGTON ROAD 181 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2624780629 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | 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 (140 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Accion | |||||||
| 10 Fawcett Street Suite 204 | Cambridge | MA | 02138 | NONE | PC | general operating support | $100 |
| Alliance for the Great Lakes | |||||||
| 17 N State Street Suite 1390 | Chicago | IL | 60602 | NONE | PC | general operating support | $50,500 |
| Alzheimers Disease Research | |||||||
| 22512 Gateway Center Drive | Clarksburg | MD | 20871 | NONE | PC | general operating support | $100 |
| American Friends Service | |||||||
| 1501 Cherry St | Philadelphia | PA | 19102 | NONE | PC | general operating support | $200 |
| American Heart Association | |||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | NONE | PC | general operating support | $100 |
| American Red Cross West Michigan Region | |||||||
| 4624 Packard Rd | Ann Arbor | MI | 48108 | NONE | PC | Disaster Services | $15,000 |
| Americares | |||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | NONE | PC | general operating support | $100 |
| Arthritis National Research Foundation | |||||||
| 200 Oceangate Suite 830 | Long Beach | CA | 90802 | NONE | PC | general operating support | $100 |
| ASPCA | |||||||
| 424 E 92nd Street | New York | NY | 10128 | NONE | PC | general operating support | $100 |
| Beloit College Beloiter Fund | |||||||
| 700 College Street | Beloit | WI | 53511 | NONE | PC | general operating support | $500 |
| Best Friends Animal Society | |||||||
| 5001 Angel Canyon Rd | Kanab | UT | 84741 | NONE | PC | general operating support | $100 |
| Birch Creek Music Performance Center | |||||||
| PO Box 230 | Egg Harbor | WI | 54209 | NONE | PC | general operating support | $200 |
| Blue Lake Fine Arts Camp | |||||||
| 300 E Crystal Lake Rd | Twin Lake | MI | 49457 | NONE | PC | GRSO Summer Performance & Radio Tower | $108,000 |
| Camp Blodgett | |||||||
| 1545 Buchanan Ave SW | Grand Rapids | MI | 49507 | NONE | PC | Caretaker Residence | $25,850 |
| Center for Science in the Public Interest | |||||||
| Dept DC PO Box 96611 | Washington | DC | 20077 | NONE | PC | general operating support | $100 |
| College Possible | |||||||
| 1555 N Rivercenter Drive Suite 21 | Milwaukee | WI | 53212 | NONE | PC | general operating support | $200 |
| Council of Michigan Foundations | |||||||
| 1 S Harbor Dr 3 | Grand Haven | MI | 49417 | NONE | PC | Great Lakes Funder Collaboration | $3,000 |
| DA Blodgett For Children | |||||||
| 2355 Knapp St NE | Grand Rapids | MI | 49505 | NONE | PC | Big Brother Big Sister Mentoring | $25,000 |
| Doctors without Borders | |||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | NONE | PC | general operating support | $500 |
| Elephant Sanctuary | |||||||
| 183 Buck Hollow Road | Hohenwald | TN | 38462 | NONE | PC | general operating support | $200 |
| Environmental Defense Fund | |||||||
| 257 Park Ave South | New York | NY | 10010 | NONE | PC | general operating support | $200 |
| Esperanca | |||||||
| 1911 West Earll Drive | Phoenix | AZ | 85015 | NONE | PC | general operating support | $100 |
| Exponent Philanthropy | |||||||
| 1720 N St NW | Washington | DC | 20036 | NONE | PC | general operating support | $500 |
| FINCA International | |||||||
| 1101 14th Street NW 11th Floor | Washington | DC | 20005 | NONE | PC | general operating support | $100 |
| Florida Keys Land & Sea Trust | |||||||
| 5550 Overseas Highway | Marathon | FL | 33050 | NONE | PC | general operating support | $500 |
| Freshwater Future | |||||||
| PO Box 2479 | Petoskey | MI | 49770 | NONE | PC | general operating support | $100 |
| Friends of the Kal-Haven Trail | |||||||
| PO Box 156 | Lawrence | MI | 49064 | NONE | PC | general operating support | $200 |
| Gentle Giants Draft Horse Rescue | |||||||
| PO Box 5058 | Hagerstown | MD | 21741 | NONE | PC | general operating support | $100 |
| Glaucoma Research Foundation | |||||||
| 251 Post Street Ste 600 | San Francisco | CA | 94108 | NONE | PC | general operating support | $100 |
| Grand Rapids Art Museum | |||||||
| 101 Monroe Center Street NW | Grand Rapids | MI | 49503 | NONE | PC | Winter Classical Series | $20,000 |
| Grand Rapids Ballet | |||||||
| 341 Ellsworth Avenue SW | Grand Rapids | MI | 49503 | NONE | PC | Sponsorship Musical Performances | $60,000 |
| Grand Rapids Civic Theatre | |||||||
| 30 Division Ave N | Grand Rapids | MI | 49503 | NONE | PC | Scholarship Fund | $5,000 |
| Grand Rapids Symphony | |||||||
| 300 Ottawa NW Suite 100 | Grand Rapids | MI | 49503 | NONE | PC | Principal Percussion Chair Sponsorship and 85th Season- Live Arts event | $114,485 |
| Grand Traverse Regional Land Conservancy | |||||||
| 3860 N Long Lake Rd D | Traverse City | MI | 49684 | NONE | PC | Farms & Food | $50,000 |
| Grandville Arts & Humanities | |||||||
| 644 Grandville Ave SW | Grand Rapids | MI | 49503 | NONE | PC | Music After School | $3,000 |
| Growing Power | |||||||
| 5500 W Silver Spring Drive | Milwaukee | WI | 53218 | NONE | PC | general operating support | $500 |
| Habitat for Humanity | |||||||
| 121 Habitat St | Americus | GA | 317093498 | NONE | PC | general operating support | $200 |
| Homes for Our Troops | |||||||
| 6 Main Street | Taunton | MA | 02780 | NONE | PC | general operating support | $200 |
| Horizon Home Care Hospice | |||||||
| 8949 North Deerbrook Trail | Milwaukee | WI | 53223 | NONE | PC | general operating support | $200 |
| Hospice of Michigan | |||||||
| 989 Spaulding SE | Ada | MI | 49301 | NONE | PC | Second Degree-Second Career Scholarship Program | $10,000 |
| Human Rights Watch | |||||||
| 350 Fifth Avenue 34th Floor | New York | NY | 10118 | NONE | PC | general operating support | $300 |
| Hunger Task Force | |||||||
| 201 S Hawley Court | Milwaukee | WI | 53214 | NONE | PC | general operating support | $10,000 |
| Innocence Project Inc | |||||||
| 40 Worth St Suite 701 | New York | NY | 10013 | NONE | PC | general operating support | $200 |
| Interlochen Center for the Arts | |||||||
| PO Box 199 | Interlochen | MI | 49643 | NONE | PC | Camp Scholarships | $10,000 |
| International Crane Foundation | |||||||
| PO Box 447 | Baraboo | WI | 53913 | NONE | PC | general operating support | $200 |
| International Medical Corps | |||||||
| 1919 Santa Monica Blvd Suite 400 | Santa Monica | CA | 90404 | NONE | PC | general operating support | $500 |
| International Planned Parenthood Federation | |||||||
| 120 Wall Street 9th Floor | New York | NY | 10005 | NONE | PC | general operating support | $500 |
| International Rescue Committee | |||||||
| 122 East 42nd Street | New York | NY | 10168 | NONE | PC | GENERAL OPERATING SUPPORT | $200 |
| League of Women Voters Education Fund | |||||||
| 1730 M Street NW Suite 1000 | Washington | DC | 20036 | NONE | PC | Lake Michigan/ Great Lakes | $300 |
| Leelanau Conservancy | |||||||
| 105 1st Street | Leland | MI | 49654 | NONE | PC | Community Challenge & Palmer Woods | $216,666 |
| Lupus Foundation of America | |||||||
| 2000 L Street NW Suite 410 | Washington | DC | 20036 | NONE | PC | general operating support | $100 |
| Mayflower Congregational Church | |||||||
| 2345 Robinson Rd SE | Grand Rapids | MI | 49506 | NONE | PC | Chorus and Orchestra for Gloria | $3,500 |
| Mequon Nature Preserve | |||||||
| 8200 W County Line Road | Mequon | WI | 53097 | NONE | PC | Restoration Projects | $25,000 |
| MetroArts Inc | |||||||
| 0240 SW Canby Street | Portland | OR | 97219 | NONE | PC | Young Artists Debut | $10,000 |
| Michigan League of Conservation Voters Education F | |||||||
| 3029 Miller Rd | Ann Arbor | MI | 48103 | NONE | PC | General Operating Support | $5,000 |
| Milwaukee Chamber Theatre | |||||||
| 158 N Broadway | Milwaukee | WI | 53202 | NONE | PC | general operating support | $200 |
| Milwaukee Habitat for Humanity | |||||||
| 3726 North Booth Street | Milwaukee | WI | 53212 | NONE | PC | general operating support | $300 |
| Milwaukee Repertory Theater | |||||||
| 108 E Wells St | Milwaukee | WI | 53202 | NONE | PC | general operating support | $300 |
| Milwaukee Rescue Mission | |||||||
| 830 N 19th Street | Milwaukee | WI | 53233 | NONE | PC | general operating support | $500 |
| National Audubon Society | |||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | NONE | PC | general operating support | $200 |
| National Lung Cancer Partnership (Free to Breathe) | |||||||
| 1 Point Place Suite 200 | Madison | WI | 53719 | NONE | PC | general operating support | $300 |
| National Parks Conservation Association | |||||||
| 8 South Michigan Ave Suite 2900 | Chicago | IL | 60603 | NONE | PC | HOW Scholarships | $15,000 |
| Natural Resources Defense Council | |||||||
| 40 West 20th Street | New York | NY | 10011 | NONE | PC | general operating support | $200 |
| Natural Resources Foundation of Wisconsin | |||||||
| 116 King St | Madison | WI | 53703 | NONE | PC | general operating support | $500 |
| Neu Life Community Resource Center | |||||||
| 2014 W North Ave | Milwaukee | WI | 53206 | NONE | PC | general operating support | $200 |
| Nothing but Nets (UN Foundation) | |||||||
| PO Box 96539 | Washington | DC | 20077 | NONE | PC | general operating support | $200 |
| NPH USA | |||||||
| 134 North La Salle Street | Chicago | IL | 606021036 | NONE | PC | general operating support | $200 |
| Ocean Conservancy | |||||||
| 1300 19th Street NW | Washington | DC | 20036 | NONE | PC | general operating support | $200 |
| Opera Grand Rapids | |||||||
| 1320 East Fulton | Grand Rapids | MI | 49503 | NONE | PC | Children's Opera | $10,000 |
| Orbis Sightflight | |||||||
| 520 8th Avenue 11th Floor | New York | NY | 10018 | NONE | PC | general operating support | $400 |
| Oregon Public Broadcasting | |||||||
| 7140 SW Madadam Ave | Portland | OR | 97219 | NONE | PC | general operating support | $500 |
| Oregon Symphony | |||||||
| 921 SW Washington Ste 200 | Portland | OR | 97205 | NONE | PC | General Operating & Capacity | $216,970 |
| Oxfam America | |||||||
| 226 Causeway Street 5th Floor | Boston | MA | 02114 | NONE | PC | general operating support | $300 |
| Ozaukee County Planning & Parks Department | |||||||
| 121 W Main Street PO Box 994 | Port Washington | WI | 53074 | NONE | GOV | Improvements to Local Ecology | $18,500 |
| Ozaukee Washington Land Trust Inc | |||||||
| PO Box 917 | West Bend | WI | 53095 | NONE | PC | Great Rivers Great Lakes | $10,000 |
| Phoenix Society | |||||||
| 1835 RW Berends Dr SW | Grand Rapids | MI | 49519 | NONE | PC | World Burn Congress Scholarships | $6,000 |
| Planned Parenthood Federation of America | |||||||
| 434 W 33rd Street | New York | NY | 10001 | NONE | PC | general operating support | $500 |
| Planned Parenthood of West & North Michigan | |||||||
| 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 operating support | $500 |
| Project Hope | |||||||
| 255 Carter Hall Lane | Millwood | VA | 22646 | NONE | PC | general operating support | $200 |
| Save the Children | |||||||
| 54 Wilton Road | Westport | CT | 06880 | NONE | PC | general operating support | $500 |
| Sesame Workshop | |||||||
| 1 Lincoln Plaza | New York | NY | 10023 | NONE | PC | general operating support | $100 |
| Sixteenth Street Community Health Centers | |||||||
| 2906 S 20th St | Milwaukee | WI | 43215 | NONE | PC | Pulaski Park Programming & Restoration | $15,000 |
| Smile Train | |||||||
| PO Box 96231 | Washington | DC | 20090 | NONE | PC | general operating support | $200 |
| Smithsonian Institution | |||||||
| PO Box 9016 | Pittsfield | MA | 01202 | NONE | PC | general operating support | $100 |
| So Percussion | |||||||
| 233 Norman Ave 309 | Brooklyn | NY | 11222 | NONE | PC | Summer Institute and Annual Fund | $27,000 |
| Sojourner Family Peace Center | |||||||
| PO Box 080319 | Milwaukee | WI | 53208 | NONE | PC | general operating support | $300 |
| St Jude Children's Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | NONE | PC | general operating support | $100 |
| Techno Serve | |||||||
| 1 Mechanic Street | Norwalk | CT | 06850 | NONE | PC | general operating support | $200 |
| The Carter Center | |||||||
| 1 Copenhill 453 Freedom Pkwy | Atlanta | GA | 30307 | NONE | PC | general operating support | $300 |
| The Michael J Fox Foundation for Parkinson's Rese | |||||||
| PO Box 4777 | New York | NY | 10163 | NONE | PC | general operating support | $300 |
| The Nature Conservancy | |||||||
| 101 E Grand River Ave | Lansing | MI | 48906 | NONE | PC | Eastern Lake Michigan Coastal Invasives Project | $5,000 |
| The Peabody Institute of the Johns Hopkins Univers | |||||||
| 1 East Mount Vernon Place | Baltimore | MD | 49519 | NONE | PC | Percussion Department Scholarship & Programming | $60,000 |
| The Third Angle New Music Ensemble Inc | |||||||
| PO Box 28225 | Portland | OR | 97228 | NONE | PC | general operating support | $10,000 |
| United Performing Arts Fund | |||||||
| 929 N Water Street | Milwaukee | WI | 53202 | NONE | PC | general operating support | $300 |
| Urban Ecology Center | |||||||
| 1500 E Park Place | Milwaukee | WI | 53211 | NONE | PC | Capital Project and general operating support | $83,333 |
| UWM School of Freshwater Science (UWM Foundation) | |||||||
| 600 E Greenfield Ave | Milwaukee | WI | 53204 | NONE | PC | Scholarship and Outreach | $40,000 |
| Vision Forward | |||||||
| 912 Hawley road | Milwaukee | WI | 53213 | NONE | PC | MUSIC THERAPY | $5,000 |
| Volunteers of America of Wisconsin | |||||||
| 1661 North Water Street Suite 401 | Milwaukee | WI | 53202 | NONE | PC | general operating support | $300 |
| West Michigan Environmental Action Council | |||||||
| 1007 Lake Dr SE | Grand Rapids | MI | 49506 | NONE | PC | Teach for Watershed | $5,000 |
| WGBH | |||||||
| One Guest Street | Boston | MA | 02135 | NONE | PC | general operating support | $300 |
| Wisconsin Humane Society Ozaukee Campus | |||||||
| 630 W Dekora Street | Saukville | WI | 53080 | NONE | PC | general operating support | $500 |
| Wisconsin League of Conservation Voters Institute | |||||||
| 133 S Butler Street 320 | Madison | WI | 53703 | NONE | PC | general operating support | $41,000 |
| WisconsinEye Public Affairs Network | |||||||
| 122 West Washington Ave Suite 200 | Madison | WI | 53703 | NONE | PC | City Built on Water Documentary | $2,000 |
| World Wildlife Fund | |||||||
| 1250 24th Street NW | Washington | DC | 20037 | NONE | PC | general operating support | $300 |
| WUWM (UWM Foundation) | |||||||
| 111 E Wisconsin Ave Suite 700 | Milwaukee | WI | 53202 | NONE | PC | Environmental Reporter | $15,000 |
| YWCA West Central Michigan | |||||||
| 25 Sheldon Boulevard SE | Grand Rapids | MI | 49503 | NONE | PC | YWCA Nurse Examiner Program and general support | $56,000 |
| Advocates of Ozaukee | |||||||
| PO Box 80166 | Saukville | WI | 53080 | none | PC | Capital Campaign | $10,000 |
| Blandford Nature Center | |||||||
| 1715 Hillburn Ave NW | Grand Rapids | MI | 49504 | NONE | PC | Growing up Blandford Campaign | $100,000 |
| Children's Leukemia Foundation of MI | |||||||
| 5455 Corporate Dr Suite 306 | Troy | MI | 48098 | NONE | PC | Patient Service Programs | $2,000 |
| City Opera House | |||||||
| 106 E Front St | Traverse City | MI | 49684 | NONE | PC | General program support | $200 |
| Dairy Grazing Apprenticeship Inc | |||||||
| 7234 GAD RD | Medford | WI | 54451 | NONE | PC | Eastern WI Coordinator | $52,000 |
| Feeding America Eastern Wisconsin | |||||||
| 1700 W Fond Du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | General program support | $1,000 |
| Grand Valley State University | |||||||
| 1 Campus Dr | Allendale | MI | 49401 | NONE | PC | Scholarship | $5,000 |
| Groundwork Milwaukee | |||||||
| 1845 N Farwell Ave 100 | milwaukee | WI | 53202 | none | PC | Classroom Aquaculture | $6,000 |
| Horse North Rescue | |||||||
| PO Box 76 | Kingsley | MI | 49649 | NONE | PC | General program support | $300 |
| Humane Society International | |||||||
| 2100 L St NW | Washington | DC | 20037 | NONE | PC | General program support | $200 |
| Kent District Library | |||||||
| 814 W River Center Dr NE | Comstock Park | MI | 49321 | NONE | PC | Play, Grow, Read program | $5,000 |
| Kent Education Foundation | |||||||
| 2930 Knapp St NE | Grand Rapids | MI | 49525 | NONE | PC | Documentary | $7,000 |
| Life Navigators | |||||||
| 7203 W Center St | Wauwatosa | WI | 53210 | NONE | PC | General program support | $200 |
| Massachusetts General Hospital | |||||||
| 55 Fruit St | Boston | MA | 02114 | NONE | PC | General program support | $500 |
| Mercy Corps | |||||||
| PO Box 2669 Dept W | Portland | OR | 97208 | NONE | PC | General Program Support | $200 |
| Milwaukee Environmental Consortium | |||||||
| 1845 N Farwell Ave 100 | Milwaukee | WI | 53202 | NONE | PC | Milwaukee Water Commons Water School | $5,000 |
| Milwaukee Riverkeeper | |||||||
| 1845 N Farwell Ave 100 | Milwaukee | WI | 53202 | none | PC | General program suppport | $500 |
| Milwaukee Teacher Education Center | |||||||
| 811 N Hawley Rd 110 | Milwaukee | WI | 53213 | none | PC | MES Eco Campus Learning Hub | $10,000 |
| National Arbor Day Foundation | |||||||
| 100 Arbor Avenue | Nebraska City | NE | 68410 | none | PC | General program support | $100 |
| Parallel 45 | |||||||
| PO Box 1829 | Traverse City | MI | 49685 | none | PC | General program Support | $200 |
| Prairie Biotic Research Inc | |||||||
| PO Box 5424 | Madison | WI | 53705 | none | PC | Small grants program | $1,000 |
| River Alliance of Wisconsin | |||||||
| 147 S Butler Street Suite 2 | Madison | WI | 53703 | none | PC | general program support | $500 |
| Riveredge Nature Center | |||||||
| 4458 County Rd Y | Saukville | WI | 53080 | none | PC | Milwaukee Riverbank Restoration | $15,000 |
| Second Chance Ranch and Rescue Inc | |||||||
| 5603 Church Rd | Boyne City | MI | 49712 | None | PC | General program support | $300 |
| Society for Freshwater Science | |||||||
| 1520 SAINT OLAF AVE | NORTHFIELD | MN | 55057 | none | PC | Annual Conference | $2,500 |
| TART Trails Inc | |||||||
| Po Box 252 | Traverse City | MI | 49685 | none | General program support | $500 | |
| The International School | |||||||
| 025 SW Sherman Street | Portland | OR | 97201 | none | PC | Capital Campaign | $50,000 |
| The Nature Conservancy WI | |||||||
| 633 W Main St | Madison | WI | 53703 | none | PC | General program Support | $500 |
| USA for UNHCR | |||||||
| 1775 K Street NW Suite 290 | Washington | DC | 20006 | none | PC | General program Support | $200 |
| University of WI Foundation - Nelson Institute | |||||||
| 1848 UNIVERSITY AVE | Madison | WI | 53726 | none | PC | Tales from planet earth festival | $5,000 |
| Virunga Fund Inc | |||||||
| 50 Court Street Suite 712 | Brooklyn | NY | 11201 | none | PC | General program Support | $200 |
| Weyenberg Public Library Foundation Inc | |||||||
| 11345 N Cedarburg Rd | Mequon | WI | 53092 | none | PC | General program support | $200 |
| Wisconsin Wetlands Association | |||||||
| 214 N Hamilton St Ste 201 Suite 201 | Madison | WI | 53703 | none | PC | Wetland Education | $14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,738,504 | TotalGrantOrContriPdDurYrAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $705,057 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $939 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,247,203 | 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 | $3,953,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,953,199 | 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 |
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 Person | CLAT ANNUITY | ContributorPersonNm |
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 | $1,736,548 | 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 | $1,610 | Amt |
| Net Investment Income | $805 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $805 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER BONDS | $2,137,359 | $2,084,057 |
| CORPORATE BONDS | $6,293,075 | $6,262,557 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REAL ESTATE INTEREST | $0 | $0 |
| SECURITIES | $24,701,241 | $24,344,041 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MICH-CAL INVESTMENTS L.P. | $1,712,489 | $2,087,733 |
| COMMODITITES | $2,129,169 | $1,440,287 |
| BGLP PARTNERSHIP INTEREST | $291,687 | $289,575 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| PAYROLL PROCESSING FEES | $492 | $492 | ||
| DESIGN FEES | $150 | $150 | ||
| MEMBERSHIPS | $4,882 | $4,882 | ||
| UTILITIES | $212 | $212 | ||
| DUES & SUBSCRIPTIONS | $975 | $975 | ||
| FEES | $10 | $10 | ||
| OFFICE EXPENSES | $1,045 | $1,045 | $0 | $0 |
| INSURANCE | $314 | $314 | ||
| BG INVESTMENT - NONDEDUCTIBLE | $41 | |||
| MICH-CAL INV. - NONDEDUCTIBLE | $2,397 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | miscellaneous investment income | Desc |
| Revenue And Expenses Per Books | $939 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $939 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $46,599 | Amt |
| Net Investment Income | $46,599 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NORTHERN TRUST FOREIGN TAXES | $11,093 | $11,093 |
| BG FOREIGN TAXES | $6 | $6 |
| FEDERAL TAXES | $27,900 | |
| MICH-CAL FOREIGN TAXES | $150 | $150 |
Comments