HERBERT H KOHL CHARITIES INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HERBERT H KOHL CHARITIES INC (EIN 39-1300476)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-10-31
IRS object ID
202513049349100701
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-31T03:23:16-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1777 E WISCONSIN AVENUE 34TH FLOORAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391300476EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HERBERT H KOHL CHARITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHERBBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1825 NORTH JEFFERSON STREET 350AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHERBERT H KOHLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2025-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHEL J BECKERPreparerPersonNm
PTINP00966076PTIN
Phone4142713000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,878,029FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,625,650ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$71,114InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$161,668InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$173,614DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,143,549NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,327,850GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$815,278CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$360,623OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,840,313TotalRevAndExpnssAmt
Total Net Invst Incm$789,937TotalNetInvstIncmAmt
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$11,340AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,670AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,670AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,099OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$82,184OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Net Invst Incm$10,308TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$79,238OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$696OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$113,677TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$98,858TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,670TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,188,256ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,188,256ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,301,933TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$98,858TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,193,926TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,461,620ExcessRevenueOverExpensesAmt
Net Investment Income$691,079NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$637,775SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,115,644SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,115,644SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$7,383,701OtherInvestmentsBOYAmt
Other Investments EOY$2,444,212OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,762,385OtherInvestmentsEOYFMVAmt
Other Assets BOY$4,500OtherAssetsBOYAmt
Other Assets EOY$4,500OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$8,025,976TotalAssetsBOYAmt
Total Assets EOY$3,564,356TotalAssetsEOYAmt
Total Assets EOYFMV$3,878,029TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,025,976RetainedEarningBOYAmt
Retained Earning EOY$3,564,356RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,025,976TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,564,356TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,025,976TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,564,356TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,025,976TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,461,620ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,564,356SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,564,356TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALTERNATIVE INVESTMENTS - DETAIL AVAILABLE UPON REQUESTP$9,636,185$9,309,903$326,282$326,282
SECURITIES LITIGATIONP$533$533$533
MUTUAL FUNDS - DETAILS AVAILABLE UPON REQUESTP$691,132$355,269$335,863$335,863
CAPITAL GAINS FROM SCHEDULE K-1P$15,222$15,222$15,222
CAPITAL GAINS FROM SCHEDULE K-1P$137,378$137,378$137,378
FieldValueIRS element (for citing)
Capital Gain Net Income$815,278CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,606InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,606SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,606TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$64,156EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$64,156TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$54,550OverpaymentAmt
Applied To ES Tax$54,550AppliedToESTaxAmt
Refund$0RefundAmt

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 Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKEVIN KALNINSIndividualWithBooksNm
Phone4142716600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1825 N JEFFERSON STAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES PRUITT
825 N JEFFERSON STREET NO 350MILWAUKEEWI53202VICE PRESIDENT/DIR./MGR.0.00$0$0$0
JOANNE ANTON
825 N JEFFERSON STREET NO 350MILWAUKEEWI53202PRESIDENT/DIR./MGR.0.00$0$0$0
KEVIN KALNINS
825 N JEFFERSON STREET NO 350MILWAUKEEWI53202TREASURER/SECRETARY0.00$0$0$0
GEORGE DIONISOPOULOS
825 N JEFFERSON STREET NO 350MILWAUKEEWI53202DIRECTOR/MANAGER0.00$0$0$0
DANIEL CONLEY
825 N JEFFERSON STREET NO 350MILWAUKEEWI53202DIRECTOR/MANAGER0.00$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)
Description1HERBERT H. KOHL CHARITIES, INC. IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLEDescription1Txt
Expenses1$0Expenses1Amt
Description2ACTIVITIES.Description2Txt
Expenses2$0Expenses2Amt

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$7,562,010AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$178,316AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,740,326TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,740,326AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$116,105CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,624,221NetVlNoncharitableAssetsAmt
Minimum Investment Return$381,211MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$381,211MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,606TaxBasedOnInvestmentIncomeAmt
Total Tax$9,606TotalTaxAmt
Distributable Before Adj$371,605DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$371,605DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$371,605DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,193,926ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,193,926QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$371,605DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,988,049ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,848,722ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,210,361ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,637,814ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,547,051ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$48,231,997TotalExcessDistributionCyovAmt
Qualifying Distributions$14,193,926QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$371,605AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,822,321RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$62,054,318TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$10,988,049ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,066,269ExcessDistriCyovToNextYrAmt
Excess From Year4$8,848,722ExcessFromYear4Amt
Excess From Year3$10,210,361ExcessFromYear3Amt
Excess From Year2$8,637,814ExcessFromYear2Amt
Excess From Year1$9,547,051ExcessFromYear1Amt
Excess From Current Year$13,822,321ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (258 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
4 - H MARATHON COUNTY
1100 LAKEVIEW DRWAUSAUWI54403PCTO FUND APPROVED PUBLIC CHARITIES$50,000
ACTS HOUSING
270 E KILBOURN AVEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$100,000
AGING & DISABILITY RESOURCE CTR BROWN
300 S ADAMS STGREEN BAYWI54301PCTO FUND APPROVED PUBLIC CHARITIES$3,000
ALDO LEOPOLD NATURE CENTER INC
330 FEMRITE DRIVEMONONAWI53716PCTO FUND APPROVED PUBLIC CHARITIES$2,500
APERI ANIMAM
PO BOX 26282WAUWATOSAWI53226PCTO FUND APPROVED PUBLIC CHARITIES$1,000
ARC MILWAUKEE
7203 W CENTER STREETWAUWATOSAWI53210PCTO FUND APPROVED PUBLIC CHARITIES$5,000
AUDIO & BRAILLE LITERACY ENHANCEMENT IN
803 W WELLS STREETMILWAUKEEWI53233PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BAY VIEW COMMUNITY CENTER OF MKE
1320 E OAKLAHOMA AVEMILWAUKEEWI53207PCTO FUND APPROVED PUBLIC CHARITIES$3,000
BEGINNING MKE
1109 W HISTORIC MITCHELL STMILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BETTY BRINN CHILDRENS MUSEUM
929 E WISCONSIN AVEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BETTY BRINN CHILDRENS MUSEUM
929 E WISCONSIN AVEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BOYS & GIRLS CLUB OF BAY AND LAKES REGION
1451 UNIVERSITY AVENUEGREEN BAYWI54302PCTO FUND APPROVED PUBLIC CHARITIES$50,500
BOYS & GIRLS CLUB OF CHIPPEWA VALLEY
1005 OXFORD AVENUEEAU CLAIREWI54703PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BOYS & GIRLS CLUB OF DANE COUNTY
5215 VERONA RDFITCHBURGWI53711PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BOYS & GIRLS CLUB OF FOND DU LAC
76 W 2ND STREETFOND DU LACWI54935PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BOYS & GIRLS CLUB OF GREATER LACROSSE
1331 CLINTON STREETLA CROSSEWI54602PCTO FUND APPROVED PUBLIC CHARITIES$55,000
BOYS & GIRLS CLUB OF GREATER MILWAUKEE
1558 N 6TH STREETMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$50,000
BOYS & GIRLS CLUB OF GREATER MILWAUKEE
1558 N 6TH STREETMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$117,000
BOYS & GIRLS CLUB OF JANESVILLE INC
200 W COURT STREETJANESVILLEWI53548PCTO FUND APPROVED PUBLIC CHARITIES$45,000
BOYS & GIRLS CLUB OF KENOSHA FNDN INC
PO BOX 1761KENOSHAWI53141PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BOYS & GIRLS CLUB OF LA CROSSE
1331 CLINTON STREETLA CROSSEWI54603PCTO FUND APPROVED PUBLIC CHARITIES$5,000
BOYS & GIRLS CLUB OF THE WAUSAU AREA
1710 N SECOND STREETWAUSAUWI54402PCTO FUND APPROVED PUBLIC CHARITIES$52,000
BOYS & GIRLS CLUBS OF WASHINGTON COUNTY
925 N SILVERBROOK DRIVEWEST BENDWI53095PCTO FUND APPROVED PUBLIC CHARITIES$44,000
BOYS & GIRLS CLUBS OF THE NORTHLAND
PO BOX 16435DULUTHMN55816PCTO FUND APPROVED PUBLIC CHARITIES$1,000
BROWN COUNTY ORAL HEALTH PARTNERSHIP
1245 MAIN STGREEN BAYWI54302PCTO FUND APPROVED PUBLIC CHARITIES$3,000
BRUCE GUADALUPE COMMUNITY SCHOOL
1028 SOUTH 9TH STREETMILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$100,000
BUBLR BIKES
811 EAST VIENNAMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$25,000
CALUMET COUNTY 4 - H
206 COURT STCHILTONWI53014PCTO FUND APPROVED PUBLIC CHARITIES$50,000
CAPUCHIN COMMUNITY SERVICES
1702 W WALNUT STMILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$5,000
CARMEN SCHOOLS OF SCIENCE & TECHNOLOGY
5496 N 72ND STREETMILWAUKEEWI53218PCTO FUND APPROVED PUBLIC CHARITIES$5,000
CARMEN SCHOOLS OF SCIENCE & TECHNOLOGY
5496 N 72ND STREETMILWAUKEEWI53218PCTO FUND APPROVED PUBLIC CHARITIES$250,000
CARTER CENTER
ONE COPPENHILLATLANTAGA30307PCTO FUND APPROVED PUBLIC CHARITIES$10,000
CASA GUADALUPE EDUCATION CENTER INC
419 ROOSEVELT DRWEST BENDWI53090PCTO FUND APPROVED PUBLIC CHARITIES$4,000
CEDARBURG ART MUSEUM
W63 N675 WASHINGTON AVENUECEDARBURGWI53012PCTO FUND APPROVED PUBLIC CHARITIES$4,000
CHILDREN'S HOSPITAL FOUNDATION
PO BOX 1997 MS3050MILWAUKEEWI53201PCTO FUND APPROVED PUBLIC CHARITIES$500,000
CHILDREN'S MUSEUM OF EAU CLAIRE
125 BARSTOW STEAU CLAIREWI54703PCTO FUND APPROVED PUBLIC CHARITIES$5,000
CHILEDA FOUNDATION
1825 VICTORY STREETLA CROSSEWI54601PCTO FUND APPROVED PUBLIC CHARITIES$5,000
CHIPPEWA VALLEY TECHNICAL COLLEGE FDN
620 W CLAIREMONT AVENUEEAU CLAIREWI54701PCTO FUND APPROVED PUBLIC CHARITIES$5,000
CITY YEAR INC
648 N PLANKINTON AVE STE 190MILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$100,000
CLARK COUNTY UNITED WAY
PO BOX 114GREENWOODWI54437PCTO FUND APPROVED PUBLIC CHARITIES$1,000
CLASSMATES LITERACY FOUNDATION
1622 CYPRESS TRLMIDDLETONWI53562PCTO FUND APPROVED PUBLIC CHARITIES$5,000
COMMUNITY CENTER FOR IMMIGRANTS
1433 N WATER ST SUITE 400MILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
COMMUNITY DEVELOPMENT ALLIANCE
3800 W LISBON AVEMILWAUKEEWI53208PCTO FUND APPROVED PUBLIC CHARITIES$250,000
COMMUNITY DEVELOPMENT ALLIANCE
3800 W LISBON AVEMILWAUKEEWI53208PCTO FUND APPROVED PUBLIC CHARITIES$5,000
COMMUNITY SMILES DENTAL
2727 N GRANDVIEW BLVD 301WAUKESHAWI53188PCTO FUND APPROVED PUBLIC CHARITIES$2,500
COMMUNITY SUPPORT NETWORK
1191 N SHERMAN AVEMADISONWI53704PCTO FUND APPROVED PUBLIC CHARITIES$1,000
COMPASSIONATE CONNECTIONS CENTER
143 S MAIN STCLINTONVILLEWI54929PCTO FUND APPROVED PUBLIC CHARITIES$5,000
CONGREGATION BETH JEHUDAH
3100 N 52ND STREETMILWAUKEEWI53216PCTO FUND APPROVED PUBLIC CHARITIES$15,000
CORE EL CENTRO
130 W BRUCE STREET SUITE 300MILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$4,000
CREAM SKILLS
913 MILWAUKEE AVE UNIT 2SOUTH MILWAUKEEWI53172PCTO FUND APPROVED PUBLIC CHARITIES$5,000
CUPED CORPORATION
1850 W FOND DU LAC AVE UNITE 2GMILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$5,000
DANE COUNTY LIBRARY SERVICE
1874 S STOUGHTON ROADMADISONWI53716PCTO FUND APPROVED PUBLIC CHARITIES$3,500
DAY BY DAY WARMING CENTER
420 CEAPE AVEOSHKOSHWI54901PCTO FUND APPROVED PUBLIC CHARITIES$5,000
DOMINICAN CENTER FOR WOMEN INC
2470 W LOCUST STREETMILWAUKEEWI53206PCTO FUND APPROVED PUBLIC CHARITIES$5,000
DONORSCHOOSEORG
PO BOX 7247PHILADELPHIAPA19170PCTO FUND APPROVED PUBLIC CHARITIES$500,000
DR HOWARD FULLER COLLEGIATE ACADEMY
2212 N VEL PHILLIPS AVENUEMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$10,000
DR HOWARD FULLER COLLEGIATE ACADEMY
2212 N VEL PHILLIPS AVENUEMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$20,000
DR HOWARD FULLER COLLEGIATE ACADEMY
2212 N VEL PHILLIPS AVENUEMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$100,000
EASTBROOK ACADEMY
5375 N GREEN BAY AVEMILWAUKEEWI53209PCTO FUND APPROVED PUBLIC CHARITIES$3,600
EDESSA SCHOOL OF FASHION
191 N BROADWAYMILWAUKEEWI53302PCTO FUND APPROVED PUBLIC CHARITIES$5,000
FAIR ELECTIONS CENTER
1825 K ST NW STE 701WASHINGTONDC20006PCTO FUND APPROVED PUBLIC CHARITIES$100,000
FAMILY RESOURCE CENTERS OF SHEBOYGAN
1500 DOUGLAS DRIVE SUITE BPLYMOUTHWI53073PCTO FUND APPROVED PUBLIC CHARITIES$3,000
FAMILY SHARING OF OZAUKEE COUNTY
1002 OVERLAND CTGRAFTONWI53024PCTO FUND APPROVED PUBLIC CHARITIES$5,000
FEEDING AMERICA
1700 W FOND DU LAC AVEMILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$5,000
FIRST STAGE MILWAUKEE
325 W WALNUT STREETMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$2,500
FOND DU LAC AREA UNITED WAY INC
74 S MAIN STREET SUITE 201FOND DU LACWI54935PCTO FUND APPROVED PUBLIC CHARITIES$3,500
FOOD FREEDOM MILWAUKEE
3367 N PIERCE STMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$3,000
FORWARD SCHOLARS
2763 N 86TH STMILWAUKEEWI53222PCTO FUND APPROVED PUBLIC CHARITIES$250,000
FRIENDS OF PBS WISCONSIN
821 UNIVERSITY AVENUEMADISONWI53706PCTO FUND APPROVED PUBLIC CHARITIES$100,000
FRIENDS OF THE DOMES
524 S LAYTON BLVDMILWAUKEEWI53215PCTO FUND APPROVED PUBLIC CHARITIES$5,000
FUTURE URBAN LEADERS
13400 BISHOPS LANEBROOKFIELDWI53005PCTO FUND APPROVED PUBLIC CHARITIES$5,000
GIRLS ON THE RUN SOUTHEASTERN WISCONSIN
5775 N GLEN PARK RD SUITE 203MILWAUKEEWI53209PCTO FUND APPROVED PUBLIC CHARITIES$5,000
GOODMAN COMMUNITY CENTER
149 WAUBESA STREETMADISONWI53704PCTO FUND APPROVED PUBLIC CHARITIES$3,000
GREAT RIVERS UNITED WAY
1855 E MAIN STREETONALASKAWI54650PCTO FUND APPROVED PUBLIC CHARITIES$5,000
GREATER GALILEE COMMUNITY DEVELOPMENT
2432 N TEUTONIA AVENUEMILWAUKEEWI53206PCTO FUND APPROVED PUBLIC CHARITIES$5,000
GREATER MILWAUKEE COMMITTEE
247 FRESHWATER WAY 400MILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$25,000
GREATER MILWAUKEE FOUNDATION
2153 N DR MARTIN LUTHER KING DRMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$250,000
GREATER MILWAUKEE FOUNDATION
2153 N DR MARTIN LUTHER KING DRMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$250,000
GREATER MILWAUKEE FOUNDATION
2153 N DR MARTIN LUTHER KING DRMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$150,000
GREATER MILWAUKEE FOUNDATION
2153 N DR MARTIN LUTHER KING DRMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$50,000
GREEN COUNTY DEVELOPMENT
1016 - 16TH AVENUEMONROEWI53566PCTO FUND APPROVED PUBLIC CHARITIES$5,000
HARBOR DISTRICT MILWAUKEE
600 E GREENFIELD AVE 124MILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$10,000
HARRY & ROSE SAMSON FAMILY JEWISH COMM
6255 N SANTA MONICA BLVDWHITEFISH BAYWI53217PCTO FUND APPROVED PUBLIC CHARITIES$25,000
HEAD OF THE LAKES UNITED WAY
314 W SUPERIOR ST SUITE 750DULUTHMN55802PCTO FUND APPROVED PUBLIC CHARITIES$1,000
HERB KOHL EDUCATIONAL FOUNDATION INC
825 N JEFFERSON STREET 350MILWAUKEEWI53202PFTO FUND APPROVED PUBLIC CHARITIES$1,550,000
HERB KOHL EDUCATIONAL FOUNDATION INC
825 N JEFFERSON STREET 350MILWAUKEEWI53202PFTO FUND APPROVED PUBLIC CHARITIES$44,859
HERB KOHL EDUCATIONAL FOUNDATION INC
825 N JEFFERSON STREET 350MILWAUKEEWI53202PFTO FUND APPROVED PUBLIC CHARITIES$32,250
HERB KOHL EDUCATIONAL FOUNDATION INC
825 N JEFFERSON STREET 350MILWAUKEEWI53202PFTO FUND APPROVED PUBLIC CHARITIES$34,750
HERB KOHL EDUCATIONAL FOUNDATION INC
825 N JEFFERSON STREET 350MILWAUKEEWI53202PFTO FUND APPROVED PUBLIC CHARITIES$1,275,000
HERB KOHL EDUCATIONAL FOUNDATION INC
825 N JEFFERSON STREET 350MILWAUKEEWI53202PFTO FUND APPROVED PUBLIC CHARITIES$26,000
HILLEL FOUNDATION - MADISON
UW FOUNDATIONMILWAUKEEWI53278PCTO FUND APPROVED PUBLIC CHARITIES$15,000
HILLEL FOUNDATION - MILWAUKEE
3053 N STOWELL AVENUEMILWAUKEEWI53211PCTO FUND APPROVED PUBLIC CHARITIES$15,000
HISTORIC HAYMARKET MILWAUKEE
C/O MILWAUKEE PUBLIC MUSEUMMILWAUKEEWI53233PCTO FUND APPROVED PUBLIC CHARITIES$750,000
HOMETOWN HEROES
1000 BADGER CIRCLEGRAFTONWI53024PCTO FUND APPROVED PUBLIC CHARITIES$3,500
HOPE THROUGH RESTORATION
4035 N 70TH STMILWAUKEEWI53216PCTO FUND APPROVED PUBLIC CHARITIES$5,000
HOWARD-SUAMICO EDUCATIONAL FOUNDATION
2706 LINEVILLE RDGREEN BAYWI54313PCTO FUND APPROVED PUBLIC CHARITIES$5,000
HUNGER TASK FORCE OF MILWAUKEE
5000 W ELECTRIC AVEWEST MILWAUKEEWI53219PCTO FUND APPROVED PUBLIC CHARITIES$5,000
INDEPENDENCE FIRST
540 S 1ST STREETMILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$5,000
JEWISH BEGINNINGS - LUBAVITCH PRE-SCHOOL
6401 N SANTA MONICA BLVDMILWAUKEEWI53217PCTO FUND APPROVED PUBLIC CHARITIES$10,000
JEWISH EXPERIENCE OF MADISONMILWAUKEE
3453 N 54TH STREETMILWAUKEEWI53216PCTO FUND APPROVED PUBLIC CHARITIES$5,000
JOSEPH GOMOLL FOUNDATION
1223 MAIN ST 304SUN PRAIRIEWI53590PCTO FUND APPROVED PUBLIC CHARITIES$2,500
JOURNEY HOUSE
2100 W SCOTT STREETMILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$49,000
JOY ENGINE
1100 SOUTH 5TH 317MILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$2,500
JOYCE'S HOUSE OF MILWAUKEE
PO BOX 511402MILWAUKEEWI53203PCTO FUND APPROVED PUBLIC CHARITIES$5,000
JUNIOR ACHIEVEMENT OF WISCONSIN INC
11111 W LIBERTY DRIVEMILWAUKEEWI53224PCTO FUND APPROVED PUBLIC CHARITIES$15,000
KENOSHA AREA BUSINESS ALLIANCE FOUNDATION
5500 6TH AVE SUITE 200KENOSHAWI53140PCTO FUND APPROVED PUBLIC CHARITIES$5,000
LA CAUSA INC
PO BOX 04188MILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$5,000
LAKESIDE PACKAGING PLUS
1040 BREEZEWOOD LNNEENAHWI54956PCTO FUND APPROVED PUBLIC CHARITIES$5,000
LAW FORWARD
PO BOX 326MADISONWI53703PCTO FUND APPROVED PUBLIC CHARITIES$50,000
LAYTON BOULEVARD WEST NEIGHBORS
3524 W NATIONAL AVEMILWAUKEEWI53215PCTO FUND APPROVED PUBLIC CHARITIES$4,000
LEAGUE OF WOMEN VOTERS OF WI EDUC FUND
612 W MAIN STREET 200MADISONWI53703PCTO FUND APPROVED PUBLIC CHARITIES$60,000
LITERACY CHIPPEWA VALLEY
221 W MADISON ST SUITE 6EAU CLAIREWI54703PCTO FUND APPROVED PUBLIC CHARITIES$5,000
LITERACY NETWORK INC
701 DANE STMADISONWI53713PCTO FUND APPROVED PUBLIC CHARITIES$5,000
LOCAL MEDIA FOUNDATION
PO BOX 85015CHICAGOIL60689PCTO FUND APPROVED PUBLIC CHARITIES$70,000
LUMIN SCHOOLS
8242 N GRANVILLE RDMILWAUKEEWI53224PCTO FUND APPROVED PUBLIC CHARITIES$50,000
LUTHERAN SOCIAL SVCS OF WI & UPPER MI
6737 W WASHINGTON ST 2275WEST ALLISWI53214PCTO FUND APPROVED PUBLIC CHARITIES$25,000
MACCANON BROWN HOMELESS SANCTUARY
2461 W CENTER STMILWAUKEEWI53206PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MADISON AREA REHABILITATION CENTERS
901 POST RDMADISONWI53713PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MADISON READING PROJECT
11337 GREENWAY CROSS SUITE 186MADISONWI53713PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MADISON SYMPHONY ORCHESTRA
222 W WASHINGTON AVE 460MADISONWI53703PCTO FUND APPROVED PUBLIC CHARITIES$1,000
MALAIKA EARLY LEARNING CENTER
125 W AUERMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$25,000
MANTIOWOC PUBLIC SCHOOL FDN
2902 LINDBERG DRMANITOWOCWI54220PCTO FUND APPROVED PUBLIC CHARITIES$3,000
MARQUETTE UNIVERSITY
ZILBER HALL 321MILWAUKEEWI53233PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MARSHFIELD AREA UNITED WAY
612 W BLODGETT STMARSHFIELDWI54449PCTO FUND APPROVED PUBLIC CHARITIES$2,500
MAYDM
2023 S PATERSON ST SUITE 400MADISONWI53703PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MEDICAL COLLEGE OF WISCONSIN
PO BOX 26509MILWAUKEEWI53226PCTO FUND APPROVED PUBLIC CHARITIES$200,000
MERRILL AREA UNITED WAY
503 S CENTER STMERRILLWI54452PCTO FUND APPROVED PUBLIC CHARITIES$1,000
METCALFE PARK COMMUNITY BRIDGES
3624 W NORTH AVENUEMILWAUKEEWI53208PCTO FUND APPROVED PUBLIC CHARITIES$10,000
MILWAUKEE ACADEMY OF SCIENCE
2000 W KILBOURN AVENUEMILWAUKEEWI53233PCTO FUND APPROVED PUBLIC CHARITIES$20,000
MILWAUKEE ACADEMY OF SCIENCE
2000 W KILBOURN AVENUEMILWAUKEEWI53233PCTO FUND APPROVED PUBLIC CHARITIES$87,000
MILWAUKEE ART MUSEUM
700 N ART MUSEUM DRIVEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$10,000
MILWAUKEE BASEBALL CLUB
5039 S 35TH STGREENFIELDWI53221PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MILWAUKEE BUCKS FOUNDATION
1543 N 2ND STMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$2,500
MILWAUKEE CHAMBER THEATRE
BROADWAY THEATRE CENTERMILWAUKEEWI53208PCTO FUND APPROVED PUBLIC CHARITIES$4,500
MILWAUKEE COLLEGE PREP
2628 N 38TH STMILWAUKEEWI53210PCTO FUND APPROVED PUBLIC CHARITIES$105,000
MILWAUKEE DOWNTOWN INC
301 W WISCONSIN AVE SUITE 106MILWAUKEEWI53203PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MILWAUKEE FILM
1037 W MCKINLEY AVE 200MILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$1,000
MILWAUKEE JEWISH DAY SCHOOL
6401 N SANTA MONICA BLVDMILWAUKEEWI53217PCTO FUND APPROVED PUBLIC CHARITIES$20,000
MILWAUKEE JEWISH FEDERATION
1360 N PROSPECT AVENUEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$50,000
MILWAUKEE JEWISH FEDERATION - JEWISH MUS
1360 N PROSPECT AVENUEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$10,000
MILWAUKEE JEWISH FREE LOAN
409 E SILVER SPRING DRIVEMILWAUKEEWI53217PCTO FUND APPROVED PUBLIC CHARITIES$10,000
MILWAUKEE NEIGHBORHOOD NEWS SERVICE
PO BOX 5079MILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$10,000
MILWAUKEE PARKS FOUNDATION
1531 W VLIET STMILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$25,000
MILWAUKEE PUBLIC LIBRARY FOUNDATION
814 W WISCONSIN AVENUEMILWAUKEEWI53233PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MILWAUKEE PUBLIC SCHOOLS FOUNDATION
234 W GALENA STREETMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$200,000
MILWAUKEE PUBLIC SCHOOLS FOUNDATION
234 W GALENA STREETMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$200,000
MILWAUKEE SUCCEEDS
C/O GREATER MILWAUKEE FOUNDATIONMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$35,000
MILWAUKEE SYMPHONY ORCHESTRA
212 WEST WISCONSIN AVEMILWAUKEEWI53203PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MILWAUKEE URBAN LEAGUE
435 W NORTH AVENUEMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MILWAUKEE URBAN LEAGUE
435 W NORTH AVENUEMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MILWAUKEE WORLD FESTIVAL INC
BIN 88485MILWAUKEEWI53288PCTO FUND APPROVED PUBLIC CHARITIES$3,447
MILWAUKEE YOUTH THEATRE INC
820 E KNAPP STMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
MISSIONARY CURRIE FOR WOMEN AND CHILDREN
6801 W VILLARD AVEMILWAUKEEWI53218PCTO FUND APPROVED PUBLIC CHARITIES$5,000
NATIONAL COUNCIL OF JEWISH WOMEN
2055 L STREET NW SUITE 2650WASHINGTONDC20036PCTO FUND APPROVED PUBLIC CHARITIES$5,000
NATIVITY JESUIT ACADEMY
1515 S 29TH STREETMILWAUKEEWI53215PCTO FUND APPROVED PUBLIC CHARITIES$5,000
NEAR WEST SIDE PARTNERS
801 N 27TH STREETMILWAUKEEWI53233PCTO FUND APPROVED PUBLIC CHARITIES$5,000
NEIGHBORHOOD HOUSE OF MILWAUKEE
2819 W RICHARDSON PLACEMILWAUKEEWI53208PCTO FUND APPROVED PUBLIC CHARITIES$20,000
NEW DAY ADVOCACY CENTER
PO BOX 88ASHLANDWI54806PCTO FUND APPROVED PUBLIC CHARITIES$5,000
NEXT DOOR FOUNDATION
2545 N 29TH STREETMILWAUKEEWI53210PCTO FUND APPROVED PUBLIC CHARITIES$100,000
NORTHCOTT NEIGHBORHOOD HOUSE
2460 N 6TH STREETMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$5,000
NORTHCOTT NEIGHBORHOOD HOUSE
2460 N 6TH STREETMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$3,000
NORTHWOODS UNITED WAY
7-A NORTH BROWN STREETRHINELANDERWI54501PCTO FUND APPROVED PUBLIC CHARITIES$1,000
OCONTO COUNTY 4-H
301 WASHINGTON STOCONTOWI54153PCTO FUND APPROVED PUBLIC CHARITIES$52,000
OSHKOSH AREA UNITED WAY INC
16 WASHINGTON AVEOSHKOSHWI54901PCTO FUND APPROVED PUBLIC CHARITIES$3,500
PASTORS UNITED COMMUNITY ADVOCACY INC
2205 N 16TH STREETMILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$100,000
PATHFINDERS
4200 N HOLTON ST 400MILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$5,000
PEARLS FOR TEEN GIRLS INC
1300N 7TH ST SUITE 200MILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$5,000
PELZ HOLOCAUST EDUCATION RESEARCH CENTER
1360 N PROSPECT AVENUEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$10,000
PENFIELD CHILDREN'S CENTER
833 N 26TH STREETMILWAUKEEWI53223PCTO FUND APPROVED PUBLIC CHARITIES$10,000
PORTAGE AREA UNITED WAY
PO BOX 354PORTAGEWI53901PCTO FUND APPROVED PUBLIC CHARITIES$2,500
PORTAGE CENTER FOR THE ARTS
301 E COOKPORTAGEWI53901PCTO FUND APPROVED PUBLIC CHARITIES$1,000
PRAIRIE MUSIC AND ARTS
125 W KOHLER STSUN PRAIRIEWI53590PCTO FUND APPROVED PUBLIC CHARITIES$5,000
PROFESSIONAL DIMENSIONS CHARITABLE TRUST
759 N MILWAUKEE ST 404MILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$2,000
QUASIMONDO
5151 N 35TH STMILWAUKEEWI53209PCTO FUND APPROVED PUBLIC CHARITIES$4,350
RAISING THE BAR
8304 N 106TH STMILWAUKEEWI53224PCTO FUND APPROVED PUBLIC CHARITIES$5,000
REACH OUT AND READ
89 SOUTH ST SUITE 201BOSTONMA02111PCTO FUND APPROVED PUBLIC CHARITIES$20,000
READING & MATH INC
1200 WASHINGTON AVE S SUITE 310MINNEAPOLISMN55415PCTO FUND APPROVED PUBLIC CHARITIES$20,000
REVITALIZE MILWAUKEE
840 N MLK DRIVE 600MILWAUKEEWI53203PCTO FUND APPROVED PUBLIC CHARITIES$5,000
RIVEREDGE NATURE CENTER
PO BOX 26NEWBURGWI53060PCTO FUND APPROVED PUBLIC CHARITIES$3,000
RIVERVIEW GARDENS
1101 S ONEIDA STAPPLETONWI54915PCTO FUND APPROVED PUBLIC CHARITIES$5,000
RIVERWORKS DEVELOPMENT CORPORATION
526 E CONCORDIA AVENUEMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$200,000
ROCKETSHIP SCHOOL
5501 N 68TH STREETMILWAUKEEWI53218PCTO FUND APPROVED PUBLIC CHARITIES$100,000
ROOTED AND RISING
3940 W LISBON AVEMILWAUKEEWI53208PCTO FUND APPROVED PUBLIC CHARITIES$25,000
RUACH INC
6815 W CAPITOL DR 302MILWAUKEEWI53216PCTO FUND APPROVED PUBLIC CHARITIES$2,000
SAFE & SOUND INC
4422 WEST LEON TERRACEMILWAUKEEWI53216PCTO FUND APPROVED PUBLIC CHARITIES$25,000
SAINT AUGUSTINE SCHOOL
1810 HIGHWAY CCHARTFORDWI53027PCTO FUND APPROVED PUBLIC CHARITIES$1,500
SAINT FRANCIS CHILDREN'S CENTER
6700 N PORT WASHINGTON RDMILWAUKEEWI53217PCTO FUND APPROVED PUBLIC CHARITIES$20,000
SALEM LUTHERAN CHURCH
6840 N 107TH STREETMILWAUKEEWI53224PCTO FUND APPROVED PUBLIC CHARITIES$5,000
SAUK-PRAIRIE UNITED WAY
PO BOX 122PRAIRIE DU SACWI53578PCTO FUND APPROVED PUBLIC CHARITIES$2,500
SCOUTING AMERICA - THREE HARBORS COUNCIL
330 SOUTH 84TH STREETMILWAUKEEWI53214PCTO FUND APPROVED PUBLIC CHARITIES$5,000
SCULPTURE MILWAUKEE
735 N WATER ST 516MILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$25,000
SEEDS OF HEALTH
1445 S 32ND STREETMILWAUKEEWI53215PCTO FUND APPROVED PUBLIC CHARITIES$90,000
SEEDS OF HEALTH
1445 S 32ND STREETMILWAUKEEWI53215PCTO FUND APPROVED PUBLIC CHARITIES$5,000
SERENITY INNS
PO BOX 26887MILWAUKEEWI53226PCTO FUND APPROVED PUBLIC CHARITIES$5,000
ST AGNES PARISH
12801 W FAIRMOUNT AVENUEBUTLERWI53007PCTO FUND APPROVED PUBLIC CHARITIES$5,000
ST ANTHONY SCHOOL MILWAUKEE
1727 S 9TH STREETMILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$5,000
ST JOAN ANTIDA HIGH SCHOOL
1341 N CASS STREETMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
ST MONICA'S SENIOR LIVING
3920 N GREEN BAYRACINEWI53404PCTO FUND APPROVED PUBLIC CHARITIES$5,000
STATELINE BOYS & GIRLS CLUBS INC
1851 MOORE STREETBELOITWI53511PCTO FUND APPROVED PUBLIC CHARITIES$43,000
TBEY ARTS CENTER INC
2266 PROSPECT AVE STE 325BMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
TEACH FOR AMERICA - MILWAUKEE
700 W VIRGINIA SUITE 610MILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$100,000
TEACH FOR AMERICA - MILWAUKEE
700 W VIRGINIA SUITE 610MILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$5,000
THE ABILITY CENTER
PO BOX 26096MILWAUKEEWI53226PCTO FUND APPROVED PUBLIC CHARITIES$5,000
THE CATHEDRAL CENTER
845 N VAN BUREN STREETMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
TIKKUN HA - IR OF MILWAUKEE INC
PO BOX 090287MILWAUKEEWI53209PCTO FUND APPROVED PUBLIC CHARITIES$1,000
TRANS CENTER FOR YOUTH INC
1749 N 16TH STMILWAUKEEWI53205PCTO FUND APPROVED PUBLIC CHARITIES$4,000
TRI-COUNTY AREA UNITED WAY
PO BOX 1143MARINETTEWI54143PCTO FUND APPROVED PUBLIC CHARITIES$2,500
TRUE SKOOL
161 W WISCONSIN AVENUE 1000LLMILWAUKEEWI53203PCTO FUND APPROVED PUBLIC CHARITIES$5,000
UNITED COMMUNITY CENTER
1028 S 9TH STREETMILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$100,000
UNITED PERFORMING ARTS FUND
301 W WISCONSIN AVE 600MILWAUKEEWI53203PCTO FUND APPROVED PUBLIC CHARITIES$100,000
UNITED WAY - SHEBOYGAN COUNTY
2020 ERIE AVENUESHEBOYGANWI53081PCTO FUND APPROVED PUBLIC CHARITIES$5,000
UNITED WAY BLACKHAWK REGION
PO BOX 8443JANESVILLEWI53547PCTO FUND APPROVED PUBLIC CHARITIES$3,500
UNITED WAY FOX CITIES
1455 MIDWAY ROADMENASHAWI54952PCTO FUND APPROVED PUBLIC CHARITIES$5,000
UNITED WAY GREATER MILWAUKEE & WAUKESHA
225 W VINE STREETMILWAUKEEWI53212PCTO FUND APPROVED PUBLIC CHARITIES$102,500
UNITED WAY OF BROWN COUNTY
111 NORTH ROOSEVELT STGREEN BAYWI54301PCTO FUND APPROVED PUBLIC CHARITIES$5,000
UNITED WAY OF DANE COUNTY
2059 ATWOOD AVENUEMADISONWI53704PCTO FUND APPROVED PUBLIC CHARITIES$50,000
UNITED WAY OF DODGE COUNTY
PO BOX 266BEAVER DAMWI53916PCTO FUND APPROVED PUBLIC CHARITIES$2,500
UNITED WAY OF DOOR COUNTY
PO BOX 223STURGEON BAYWI54235PCTO FUND APPROVED PUBLIC CHARITIES$2,500
UNITED WAY OF GREEN COUNTY
PO BOX 511MONROEWI53566PCTO FUND APPROVED PUBLIC CHARITIES$2,500
UNITED WAY OF JEFFERSON & N WALWORTH CO
PO BOX 27WHITEWATERWI53190PCTO FUND APPROVED PUBLIC CHARITIES$1,000
UNITED WAY OF KENOSHA COUNTY
5500 6TH AVENUE 210KENOSHAWI53140PCTO FUND APPROVED PUBLIC CHARITIES$3,500
UNITED WAY OF LANGLADE COUNTY
PO BOX 594ANTIGOWI54409PCTO FUND APPROVED PUBLIC CHARITIES$1,000
UNITED WAY OF MANITOWOC COUNTY INC
21 E WALDO BLVDMANITOWOCWI54220PCTO FUND APPROVED PUBLIC CHARITIES$3,500
UNITED WAY OF MARATHON COUNTY
705 S 24TH AVE 400BWAUSAUWI54401PCTO FUND APPROVED PUBLIC CHARITIES$5,000
UNITED WAY OF NEW LONDON
PO BOX 104NEW LONDONWI54961PCTO FUND APPROVED PUBLIC CHARITIES$1,000
UNITED WAY OF NORTHERN OZAUKEE
POST OFFICE BOX 39PORT WASHINGTONWI53074PCTO FUND APPROVED PUBLIC CHARITIES$1,000
UNITED WAY OF PLATTEVILLE
PO BOX 227PLATTEVILLEWI53818PCTO FUND APPROVED PUBLIC CHARITIES$1,000
UNITED WAY OF PORTAGE COUNTY
2801 HOOVER RD UNIT 2STEVENS POINTWI54481PCTO FUND APPROVED PUBLIC CHARITIES$3,500
UNITED WAY OF RACINE COUNTY
2000 DOMANIK DRIVERACINEWI53404PCTO FUND APPROVED PUBLIC CHARITIES$5,000
UNITED WAY OF RICE LAKE
PO BOX 325RICE LAKEWI54868PCTO FUND APPROVED PUBLIC CHARITIES$1,000
UNITED WAY OF SHAWANO COUNTY
PO BOX 31SHAWANOWI54166PCTO FUND APPROVED PUBLIC CHARITIES$1,000
UNITED WAY OF TAYLOR COUNTY
PO BOX 85MEDFORDWI54451PCTO FUND APPROVED PUBLIC CHARITIES$1,000
UNITED WAY OF THE GREATER CHIPPEWA VALLE
3603 N HASTINGS WAY STE 200EAU CLAIREWI54703PCTO FUND APPROVED PUBLIC CHARITIES$3,500
UNITED WAY OF WALWORTH COUNTY
PO BOX 202LAKE GENEVAWI53147PCTO FUND APPROVED PUBLIC CHARITIES$3,500
UNITED WAY OF WASHINGTON COUNTY
321 N MAIN ST SUITE 305WEST BENDWI53095PCTO FUND APPROVED PUBLIC CHARITIES$5,000
UNITED WAY SOUTH WOOD & ADAMS CNTY
351 OAK STWISCONSIN RAPIDSWI54494PCTO FUND APPROVED PUBLIC CHARITIES$2,500
UNITED WAY ST CROIX & RED CEDAR VALLEYS
201 2ND ST SOUTH SUITE 300HUDSONWI54016PCTO FUND APPROVED PUBLIC CHARITIES$2,500
UNIVERSITY OF WISCONSIN FOUNDATION
PO BOX 78807MILWAUKEEWI53278PCTO FUND APPROVED PUBLIC CHARITIES$2,000,000
UNIVERSITY OF WISCONSIN FOUNDATION
PO BOX 78807MILWAUKEEWI53278PCTO FUND APPROVED PUBLIC CHARITIES$5,000
UNIVERSITY OF WISCONSIN FOUNDATION
PO BOX 78807MILWAUKEEWI53278PCTO FUND APPROVED PUBLIC CHARITIES$800,000
URBAN ECOLOGY CENTER
1500 E PARK PLACEMILWAUKEEWI53211PCTO FUND APPROVED PUBLIC CHARITIES$100,000
UWM FOUNDATION
1440 E NORTH AVENUEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$100,000
UWM FOUNDATION
1440 E NORTH AVENUEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$300,000
VARIETY THE CHILDREN'S CHARITY
12425 KNOLL ROAD 110ELM GROVEWI53122PCTO FUND APPROVED PUBLIC CHARITIES$1,000
WALKER'S POINT YOUTH & FAMILY CENTER
1123 N WATER ST 400MILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
WAUKESHA COMMUNITY DENTAL CLINIC
210 NW BARSTOW ST SUITE 305WAUKESHAWI53188PCTO FUND APPROVED PUBLIC CHARITIES$5,000
WAUWATOSA WEST HIGH SCHOOL
11400 W CENTER STREETWAUWATOSAWI53222PCTO FUND APPROVED PUBLIC CHARITIES$7,500
WE WILL ALL RISE
6028 OLD HARFORD RDBALTIMOREMD21214PCTO FUND APPROVED PUBLIC CHARITIES$50,000
WILD SPACES
PO BOX 511665MILWAUKEEWI53203PCTO FUND APPROVED PUBLIC CHARITIES$3,500
WISCONSIN ADAPTIVE SPORTS ASSOCIATION
715 TALON TRAILBROOKFIELDWI53045PCTO FUND APPROVED PUBLIC CHARITIES$3,500
WISCONSIN CONSERVATION VOICES
133 S BUTLER STE 320MADISONWI53703PCTO FUND APPROVED PUBLIC CHARITIES$30,000
WISCONSIN CONSERVATORY OF MUSIC
1584 N PROSPECT AVENUEMILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$5,000
WISCONSIN HISTORICAL FOUNDATION
PO BOX 260050MADISONWI53726PCTO FUND APPROVED PUBLIC CHARITIES$30,000
WISCONSIN STATE FAIR PARK FOUNDATION
640 S 84TH ST STE 527MILWAUKEEWI53214PCTO FUND APPROVED PUBLIC CHARITIES$5,000
WOMEN'S FUND
316 N MILWAUKEE ST SUITE 215MILWAUKEEWI53202PCTO FUND APPROVED PUBLIC CHARITIES$3,000
YESHIVA ELEMENTARY SCHOOL
5115 W KEEFE AVENUEMILWAUKEEWI53216PCTO FUND APPROVED PUBLIC CHARITIES$30,000
YOUNG WOMENS ASSN OF GREATER GREEN BAY
230 S MADISON STGREEN BAYWI54301PCTO FUND APPROVED PUBLIC CHARITIES$5,000
YOUR MOVE MKE
1109 W HISTORIC MITCHELL STREETMILWAUKEEWI53204PCTO FUND APPROVED PUBLIC CHARITIES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,188,256TotalGrantOrContriPdDurYrAmt
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$71,114ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,143,549ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,214,663ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,214,663TotalIncomeProducingActyAmt

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 Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HERBERT H KOHL 2010 TRUST
1825 N JEFFERSON STREET SUITE 350MILWAUKEEWI53202$4,750,000Yes (X)
HERBERT H KOHL CHARITABLE LEAD UNITRUST
2825 N JEFFERSON STREET SUITE 350MILWAUKEEWI53202$1,576,838Yes (X)
HERBERT H KOHL 1987 DESCENDANTS TRUST
3825 N JEFFERSON STREET SUITE 350MILWAUKEEWI53202$298,812Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,340Amt
Net Investment Income$5,670NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,670DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
HERB KOHL EDUCATIONAL FOUNDATION
825 NORTH JEFFERSON STREET SUITE350MILWAUKEEWI532022024-07-26$1,550,000TO FUND FELLOW AND SCHOOL RECIPIENTS OF THE 2025 HERB KOHL EDUCATIONAL GRANTS$1,550,000N/AJULY 26, 2024ALL FUNDS EXPENDED BY 6/30/2025
HERB KOHL EDUCATIONAL FOUNDATION
825 NORTH JEFFERSON STREET SUITE350MILWAUKEEWI532022024-08-16$44,859TO FUND FELLOW AND SCHOOL RECIPIENTS OF THE 2025 HERB KOHL EDUCATIONAL GRANTS$44,859N/AAUGUST 16, 2024ALL FUNDS EXPENDED BY 6/30/2025
HERB KOHL EDUCATIONAL FOUNDATION
825 NORTH JEFFERSON STREET SUITE350MILWAUKEEWI532022024-09-04$32,250TO FUND FELLOW AND SCHOOL RECIPIENTS OF THE 2025 HERB KOHL EDUCATIONAL GRANTS$32,250N/ASEPTEMBER 4, 2024ALL FUNDS EXPENDED BY 6/30/2025
HERB KOHL EDUCATIONAL FOUNDATION
825 NORTH JEFFERSON STREET SUITE350MILWAUKEEWI532022024-09-20$34,750TO FUND FELLOW AND SCHOOL RECIPIENTS OF THE 2025 HERB KOHL EDUCATIONAL GRANTS$34,750N/ASEPTEMBER 20, 2024ALL FUNDS EXPENDED BY 6/30/2025

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GENER8TOR IVAT COST$100,000$266,763
GENER8TOR VIIAT COST$94,212$218,365
PEARLSTONE ALTERNATIVE FUNDAT COST$2,250,000$2,277,257

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTDesc
BOY Book Value$4,500BOYBookValueAmt
EOY Book Value$4,500EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER DEDUCTIONS - K-1S$0$696$0
MISC. EXPENSES$79,238$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFROM K-1SDesc
Net Investment Income-$360,623NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER INVESTMENT MANAGEMENT FEES$23,099$23,099$0
FROM K-1S$0$59,085$0

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