YOUTH FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
YOUTH FOUNDATION INC (EIN 39-0945311)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201611349349102906
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T15:36:29-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537133074ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390945311EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YOUTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYOUTBusinessNameControlTxt
Phone4147784929PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112300 W CENTER STAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532224072ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT BUSHPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4147784929PhoneNum
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY TARKOWSKI CPAPreparerPersonNm
PTINP00634290PTIN
Phone6082744020PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,839,079FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,134ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,195DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,195DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$139,755NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$381,075GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$139,755CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$215,090TotalRevAndExpnssAmt
Total Net Invst Incm$179,956TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$425AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$425AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,226OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,526OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,700OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,266TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,325OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,833OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16,492OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,667TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,784TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$28,617TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,629ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,629ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$120,296TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,784TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,246TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$94,794ExcessRevenueOverExpensesAmt
Net Investment Income$161,172NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,055CashBOYAmt
Cash EOY$5,119CashEOYAmt
Cash EOYFMV$5,119CashEOYFMVAmt
Sav And Temp Cash Invst BOY$40,649SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,220SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,220SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,553,017CorporateStockBOYAmt
Corporate Stock EOY$1,650,176CorporateStockEOYAmt
Corporate Stock EOYFMV$1,796,740CorporateStockEOYFMVAmt
Total Assets BOY$1,597,721TotalAssetsBOYAmt
Total Assets EOY$1,692,515TotalAssetsEOYAmt
Total Assets EOYFMV$1,839,079TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,597,721UnrestrictedBOYAmt
Unrestricted EOY$1,692,515UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,597,721TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,692,515TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,597,721TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,692,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,597,721TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$94,794ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,692,515SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,692,515TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SECURITIESP$311,185$209,173$102,012$102,012
SECURITIESP$30,254$32,147-$1,893-$1,893
CAPITAL GAINS DIVIDENDSP$39,636$39,636$39,636
FieldValueIRS element (for citing)
Capital Gain Net Income$139,755CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$78,913AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,615,341NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048852DistributionYr1Rt
Adjusted Qlfy Distri Yr2$82,730AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,751,305NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047239DistributionYr2Rt
Adjusted Qlfy Distri Yr3$71,676AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,642,946NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043627DistributionYr3Rt
Adjusted Qlfy Distri Yr4$72,457AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,559,448NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046463DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,845AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,538,577NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039546DistributionYr5Rt
Total Distribution0.225727TotalDistributionRt
Average Distribution0.045145AverageDistributionRt
Net Vl Noncharitable Assets$1,638,349NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$73,963AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,612NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$75,575AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$100,246QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,612InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,612SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,612TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,440TotalPaymentsAndCreditsAmt
Tax Due$172TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SCOTT BUSHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4147784929PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112300 W CENTER STAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532224072ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANA KAROW
12300 W CENTER STMILWAUKEEWI532224072PRESIDENT1.00$0$0$0
JEAN DAHL
12300 W CENTER STMILWAUKEEWI532224072VICE PRESIDENT1.00$0$0$0
SCOTT BUSH
12300 W CENTER STMILWAUKEEWI532224072SECRETARY5.00$0$0$0
TOM WITKOWSKI
12300 W CENTER STMILWAUKEEWI532224072TREASURER1.00$0$0$0
JOANN MARKS
12300 W CENTER STMILWAUKEEWI532224072ARTS CHAIR1.00$0$0$0
ELIZABETH FEUSTEL
12300 W CENTER STMILWAUKEEWI532224072SOCIAL SERVICES CHAIR1.00$0$0$0
JILL MEIER
12300 W CENTER STMILWAUKEEWI532224072EDUCATION CHAIR1.00$0$0$0
MICHELE GENAW
12300 W CENTER STMILWAUKEEWI532224072FUNDRAISING CHAIR1.00$0$0$0
PETER STEFANIAK
12300 W CENTER STMILWAUKEEWI532224072DIRECTOR1.00$0$0$0
LYDIA HEIDEN
12300 W CENTER STMILWAUKEEWI532224072DIRECTOR1.00$0$0$0
PAUL NIKOLIC
12300 W CENTER STMILWAUKEEWI532224072DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1IN 2015, THE YOUTH FOUNDATION AWARDED 56 GRANTS TO EXEMPT ORGANIZATIONS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE AND 14 COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS.Description1Txt
Expenses1$71,629Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,619,678AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,620AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,663,298TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,663,298AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,949CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,638,349NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,917MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,917MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,612TaxBasedOnInvestmentIncomeAmt
Total Tax$1,612TotalTaxAmt
Distributable Before Adj$80,305DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,305DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,305DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,246ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$100,246QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,612PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$98,634AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,305DistributableAsAdjustedAmt
Undistributed Income PY$22,567UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$100,246QualifyingDistributionsAmt
Applied To Year1$22,567AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$77,679AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,626UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
SCOTT BUSH
12300 W CENTER STMILWAUKEEWI5322240724147884929GRANT APPLICANTS MUST COMPLETE THE YOUTH FOUNDATION'S APPLICATION FORM AND SUBMIT ALL REQUIRED DOCUMENTS INCLUDING A COPY OF THE APPLICANT'S IRS DETERMINATION LETTER; CURRENT FINANCIAL STATEMENTS; MOST RECENT AUDIT, REVIEW, OR COMPILATION REPORT; A PROJECT OR PROGRAM BUDGET; AND THE NAMES OF THE APPLICANT'S DIRECTORS OR TRUSTEES.DECEMBER 15TH, MARCH 15TH, JUNE 15TH, AND SEPTEMBER 15TH FOR THE RESPECTIVE GRANT CYCLESTHE YOUTH FOUNDATION'S MISSION IS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE THAT CONTRIBUTE TO THEIR PHYSICAL AND INTELLECTUAL DEVELOPMENT AND FORMATION OF CHARACTER. ALL GRANTS MADE BY THE YOUTH FOUNDATION MUST MEET THESE CRITERIA. ALL GRANT AWARDS ARE FOR A PERIOD OF ONE YEAR.
SCOTT BUSH
12300 W CENTER STMILWAUKEEWI5322240724147884929SCHOLARSHIP APPLICANTS MUST SUBMIT A HIGH SCHOOL OR COLLEGE TRANSCRIPT; A COPY OF ACT AND/OR SAT SCORES; THREE LETTERS OF RECOMMENDATIONS FROM A HIGH SCHOOL OR COLLEGE TEACHER, A MEMBER OF THE APPLICANT'S GENERAL COMMUNITY, AND A SOURCE OF APPLICANT'S CHOICE; AN ESSAY DESCRIBING ACADEMIC ACHIEVEMENT AND CAREER GOALS; A SUMMARY OF ANY COMMUNITY INVOLVEMENT AND EXTRA-CURRICULAR ACTIVITY; EVIDENCE OF THE COLLEGE APPLICATION; AND THE GREATER MILWAUKEE ASSOCIATION OF REALTORS MEMBERSHIP DATE AND YEAR.APRIL 1ST OF EACH YEARAPPLICANTS MUST BE CHILDREN OR GRANDCHILDREN OF A MEMBER OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. THE MEMBER MUST HAVE MAINTAINED HIS/HER RELATIONSHIP WITH THE ASSOCIATION CONTINUOUSLY FOR AT LEAST THREE YEARS AND HIS/HER DUES MUST BE CURRENT. APPLICANTS MUST HAVE APPLIED TO AT LEAST ONE ACCREDITED TWO- OR FOUR-YEAR COLLEGE. APPLICANTS ARE ELIGIBLE EACH YEAR FOR ONE SCHOLARSHIP.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABOVE THE CLOUDS INC
510 E BURLEIGH STMILWAUKEEWI532122119N/APUBLIC CHARITYARTS$1,500
ALL HANDS BOATWORKS INC
1845 N FARWELL AVEMILWAUKEEWI532021793N/APUBLIC CHARITYEDUCATION$1,000
ARTISTS WORKING IN EDUCATION INC
4315 W VLIET STMILWAUKEEWI532082768N/APUBLIC CHARITYEDUCATION$500
ARTS AT LARGE INC
908 S 5TH STMILWAUKEEWI532041731N/APUBLIC CHARITYARTS$1,500
AUDIO AND BRAILLE LITERACY ENHANCEMENT INC
803 W WELLS STMILWAUKEEWI532331436N/APUBLIC CHARITYEDUCATION$1,000
BAY VIEW COMMUNITY CENTER OF MILWAUKEE INC
1320 E OKLAHOMA AVEMILWAUKEEWI532072457N/APUBLIC CHARITYEDUCATION$1,500
BETHANY CHRISTIAN SERVICES
N14W23755 STONE RIDGE DR STE 265WAUKESHAWI531881147N/APUBLIC CHARITYSOCIAL SERVICES$1,000
BIG BROTHERS AND BIG SISTERS OF METROPOLIAN MILWAUKEE INC
788 N JEFFERSON ST STE 600MILWAUKEEWI532023739N/APUBLIC CHARITYEDUCATION$500
BLESSINGS IN A BACKPACK WAUKESHA COUNTY MOMS
2924 WOODRIDGE LNWAUKESHAWI531881323N/APUBLIC CHARITYSOCIAL SERVICES$2,000
BURMESE IMMERSION PROJECT
2106 E WOOD PLSHOREWOODWI532112016N/APUBLIC CHARITYGENERAL SUPPORT$300
CANDANCE BLOCK
W243N5943 QUAIL RUN LNSUSSEXWI530893681NONEN/ASCHOLARSHIP$500
CARE NET PREGNANCY CENTER OF MILWAUKEE INC
2917 N OAKLAND AVEMILWAUKEEWI532113229N/APUBLIC CHARITYSOCIAL SERVICES$400
CAROLYN WAHLEN
N30W30252 GREAT HILL CTPEWAUKEEWI530724268NONEN/ASCHOLARSHIP$500
CHLOE HILL
2117 STONEGATE RDBURLINGTONWI531057779NONEN/ASCHOLARSHIP$500
CIARA SWEEN
3306 REGENTS PLWEST BENDWI530908453NONEN/ASCHOLARSHIP$500
CITY ON A HILL INC
2224 W KILBOURN AVEMILWAUKEEWI532331614N/APUBLIC CHARITYSOCIAL SERVICES$1,500
COLLEGE POSSIBLE MILWAUKEE
1515 N RIVERCENTER DR STE 105MILWAUKEEWI532123958N/APUBLIC CHARITYEDUCATION$1,000
COPS AND KIDS FOUNDATION INC
W249N8120 HILLSIDE RDSUSSEXWI530891404N/APUBLIC CHARITYSOCIAL SERVICES$1,000
COREEL CENTRO INC
130 W BRUCE ST STE 300MILWAUKEEWI532041667N/APUBLIC CHARITYSOCIAL SERVICES$500
DANCEWORKS INC
1661 N WATER STMILWAUKEEWI532022085N/APUBLIC CHARITYARTS$2,000
DOWN SYNDROME ASSOCIATION OF WISCONSIN INC
3211 S LAKE DR STE 113SAINT FRANCISWI532353719N/APUBLIC CHARITYEDUCATION$1,500
EPIC CENTER COMMUNITY ORGANIZATIONS INC
1236 S LAYTON BLVDMILWAUKEEWI532151653N/APUBLIC CHARITYEDUCATION$1,000
GOOD FRIENDS INC
407 N GRAND AVEWAUKESHAWI531864913N/APUBLIC CHARITYEDUCATION$750
HMONGAMERICAN FRIENDSHIP INC
3824 W VLIET STMILWAUKEEWI532082848N/APUBLIC CHARITYEDUCATION$750
HOPE HOUSE OF MILWAUKEE INC
209 W ORCHARD STMILWAUKEEWI532042957N/APUBLIC CHARITYSOCIAL SERVICES$500
HUNGER TASK FORCE INC
201 W HAWLEY CTMILWAUKEEWI532141966N/APUBLIC CHARITYEDUCATION$1,000
JACKSON TELDERER
2179 N 64TH STWAUWATOSAWI532132027NONEN/ASCHOLARSHIP$500
JACOB HOLIDAY
3310 OLD LANTERN DRBROOKFIELDWI530053374NONEN/ASCHOLARSHIP$500
JEWISH FAMILY SERVICES
1300 N JACKSON STMILWAUKEEWI532022602N/APUBLIC CHARITYARTS$1,160
KATELYN SCHMIDT
S72W19068 LOCHCREST BLVDMUSKEGOWI531509256NONEN/ASCHOLARSHIP$500
LA CAUSA CRISIS NURSERY
136 W GREENFIELD AVEMILWAUKEEWI532042936N/APUBLIC CHARITYGENERAL SUPPORT$1,929
MACKENZIE KREMER
2039 VALLEY VIEW DRKEWASKUMWI530409745NONEN/ASCHOLARSHIP$500
MADDIE TELDERER
2179 N 64TH STWAUWATOSAWI532132027NONEN/ASCHOLARSHIP$500
MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC
700 W STATE ST RM S214MILWAUKEEWI532331443N/APUBLIC CHARITYEDUCATION$2,625
MILWAUKEE CENTER FOR CHILDREN AND YOUTH INC
2004 N MARTIN LUTHER KING DRMILWAUKEEWI532123153N/APUBLIC CHARITYEDUCATION$2,000
MILWAUKEE RESCUE MISSION
830 N 19TH STMILWAUKEEWI532331616N/APUBLIC CHARITYEDUCATION$1,000
NATURE'S CLASSROOM INSTITUTE ENVIRONMENTAL EDUCATION INC
W1802 COUNTY ROAD JMUKWONAGOWI531491832N/APUBLIC CHARITYEDUCATION$250
NEIGHBORHOOD HOUSE OF MILWAUKEE INC
2819 W RICHARDSON PLMILWAUKEEWI532083547N/APUBLIC CHARITYEDUCATION$1,000
NEXT ACT THEATRE INC
255 S WATER STMILWAUKEEWI532010394N/APUBLIC CHARITYARTS$1,500
NEXT DOOR FOUNDATION INC
2545 N 29TH STMILWAUKEEWI532103116N/APUBLIC CHARITYEDUCATION$1,000
NICHOLAS BLOCK
W243N5943 QUAIL RUN LNSUSSEXWI530893681NONEN/ASCHOLARSHIP$500
NOTRE DAME SCHOOL
1418 S LAYTON BLVDMILWAUKEEWI532151923N/APUBLIC CHARITYEDUCATION$1,500
PATHFINDERS INC
4200 N HOLTON ST STE 400MILWAUKEEWI532121509N/APUBLIC CHARITYSOCIAL SERVICES$1,000
PEARLS FOR TEEN GIRLS INC
1805 N MARTIN LUTHER KING DRMILWAUKEEWI532123673N/APUBLIC CHARITYSOCIAL SERVICES$2,000
RISEN SAVIOR LUTHERAN CHURCH AND SCHOOL
9550 W BROWN DEER RDMILWAUKEEWI532242012N/APUBLIC CHARITYEDUCATION$750
RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC
8948 WATERTOWN PLANK RDMILWAUKEEWI532263591N/APUBLIC CHARITYSOCIAL SERVICES$350
SAFE BABIES HEALTHY FAMILIES INC
137 WISCONSIN AVEWAUKESHAWI531883519N/APUBLIC CHARITYSOCIAL SERVICES$3,000
SAINT THOMAS MOORE HIGH SCHOOL
2601 E MORGAN AVEMILWAUKEEWI532073725N/APUBLIC CHARITYEDUCATION$865
SAMANTHA SECORD
W347N5846 FOXGLOVE CTOCONOMOWOCWI530666721NONEN/ASCHOLARSHIP$500
SAMUEL CUBINSKI
N108W15317 HONEYSUCKLE LNGERMANTOWNWI530224262NONEN/ASCHOLARSHIP$500
SKYLIGHT MUSIC THEATRE CORP
158 N BROADWAY STMILWAUKEEWI532026037N/APUBLIC CHARITYARTS$500
SOJOURNER FAMILY PEACE CENTER INC
1300 S LAYTON BLVDMILWAUKEEWI532088005N/APUBLIC CHARITYEDUCATION$750
ST ANTHONY SCHOOL
1727 S 9TH STMILWAUKEEWI532043519N/APUBLIC CHARITYEDUCATION$1,000
ST FRANCIS CHILDREN'S CENTER
6700 N PORT WASHINGTON RDMILWAUKEEWI532173919N/APUBLIC CHARITYSOCIAL SERVICES$1,500
ST LUCAS LUTHERAN SCHOOL
648 E DOVER STMILWAUKEEWI532072108N/APUBLIC CHARITYEDUCATION$500
SYDNEY SIMON
943 OCONOBANKS DRCOLGATEWI530179710NONEN/ASCHOLARSHIP$500
THE CATHEDRAL CENTER
845 N VAN BUREN STMILWAUKEEWI532023918N/APUBLIC CHARITYSOCIAL SERVICES$2,000
THE WOMEN'S CENTER INC
505 N EAST AVEWAUKESHAWI531862417N/APUBLIC CHARITYSOCIAL SERVICES$3,000
TOWBRIDGE ELEMENTARY SCHOOL
1943 E TOWBRIDGE STMILWAUKEEWI532072564N/APUBLIC CHARITYEDUCATION$500
TREVOR TREPTON
234 N LAKE RDOCONOMOWOCWI530662820NONEN/ASCHOLARSHIP$500
UNITED COMMUNITY CENTER INC
1028 S 9TH STMILWAUKEEWI532041335N/APUBLIC CHARITYEDUCATION$500
UNITY IN MOTION INC
PO BOX 511131MILWAUKEEWI532030191N/APUBLIC CHARITYEDUCATION$1,000
URBAN ECOLOGY CENTER
1500 PARK PLMILWAUKEEWI532113587N/APUBLIC CHARITYEDUCATION$1,000
URBAN ROOTS
2600 N 2ND STMILWAUKEEWI532122813N/APUBLIC CHARITYEDUCATION$1,000
VICTORY GARDEN INITIATIVE
1845 N FARWELL AVE STE 100MILWAUKEEWI532021715N/APUBLIC CHARITYEDUCATION$1,000
VISION FORWARD
912 N HAWLEY RDMILWAUKEEWI532223222N/APUBLIC CHARITYSOCIAL SERVICES$2,000
VOLUNTEER CENTER OF WASHINGTON COUNTY
215 MAIN ST STE 11WEST BENDWI530959500N/APUBLIC CHARITYEDUCATION$750
WALKER'S POINT YOUTH AND FAMILY CENTER INC
2030 W NATIONAL AVEMILWAUKEEWI532041157N/APUBLIC CHARITYSOCIAL SERVICES$2,000
WASHINGTON COUNTY ASSOCIATION FOR HOMES AND COMMUNITY EDUCATION
333 E WASHINGTON ST STE 1200WEST BENDWI530952585N/APUBLIC CHARITYEDUCATION$500
YOUTH DEVELOPMENT BOOT CAMP INC
PO BOX 340401MILWAUKEEWI532340401N/APUBLIC CHARITYEDUCATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,629TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,195ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$139,755ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$179,956ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$179,956TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsYes (1)ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services EtcYes (1)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (3 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1c$13,000ADMINISTRATIVE SERVICES
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1b(6)$0ADMINISTRATIVE SERVICES
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1b(4)$0ADMINISTRATIVE SERVICES
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER MILWAUKEE ASSOCIATION OF REALTORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(6)OrganizationTypeDesc
Relationship DescriptionCOMMON DIRECTORSRelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$850Amt
Net Investment Income$425NetInvestmentIncomeAmt
Disbursements Charitable Prps$425DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$1,650,176EOYBookValueAmt
EOYFMV$1,796,740EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$18,325RevenueAndExpensesPerBooksAmt
Net Investment Income$1,833NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,492DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$15,226$15,226$0
MANAGEMENT FEES$13,000$1,300$11,700

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON NET INVESTMENT INCOMECategoryTxt
Amt$1,266Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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