YOUTH FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YOUTH FOUNDATION INC (EIN 39-0945311)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201421289349101432
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T16:50:02-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537133074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390945311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUT | BusinessNameControlTxt |
| Phone | 4147784929 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 W CENTER ST | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532224072 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BUSH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4147784929 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,904,422 | 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 | $35,906 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $699,074 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,046 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $203,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,732 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,895 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,545 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,350 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,208 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,208 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,674 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,674 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,192 | CashBOYAmt |
| Cash EOY | $6,535 | CashEOYAmt |
| Cash EOYFMV | $6,535 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,078 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,078 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,270 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $49,853 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $25,064 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $25,286 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $764,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $721,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,115,829 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $547,711 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $434,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $435,853 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,696 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,841 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,401,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,508,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,904,422 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $754 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $754 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,400,321 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,508,057 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,400,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,401,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,508,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,400,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,508,057 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES | P | $678,081 | $571,028 | $107,053 | $107,053 |
| CAPITAL GAINS DIVIDENDS | P | $20,993 | $20,993 | $20,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,046 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,676 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,642,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043627 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,559,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046463 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,538,577 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039546 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,395,128 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,617 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,531,318 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038932 | DistributionYr5Rt |
| Total Distribution | 0.215137 | TotalDistributionRt |
| Average Distribution | 0.043027 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,751,305 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,353 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,935 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,312 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,413 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,413 | TotalPaymentsAndCreditsAmt |
| Tax Due | $169 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BUSH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4147784929 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12300 W CENTER ST | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532224072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN SELDER | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DONNA MUELVER | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SCOTT BUSH | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | SECRETARY | 5.00 | $0 | $0 | $0 |
| TOM WITKOWSKI | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANA KAROW | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | ARTS AND CULTURE CHAIR | 1.00 | $0 | $0 | $0 |
| ELIZABETH FEUSTEL | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | SOCIAL SERVICES CHAIR | 1.00 | $0 | $0 | $0 |
| TIM DUNNE | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | EDUCATION CHAIR | 1.00 | $0 | $0 | $0 |
| MICHELE GENAW | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | FUNDRAISING COMMITTEE CHAIR | 1.00 | $0 | $0 | $0 |
| PETER STEFANIAK | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYDIA HEIDEN | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL NIKOLIC | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2013, THE YOUTH FOUNDATION AWARDED 59 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 10 COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. | Description1Txt |
| Expenses1 | $57,674 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,642,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,777,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,777,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,751,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,582 | TotalTaxAmt |
| Distributable Before Adj | $85,983 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,983 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,983 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,312 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,582 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,894 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,894 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,418 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,565 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| SCOTT BUSH | |||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | 4147884929 | GRANT 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 CYCLES | THE 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 ST | MILWAUKEE | WI | 532224072 | 4147884929 | SCHOLARSHIP 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 YEAR | APPLICANTS 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 (67 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUDIO & BRAILLE LITERACY ENHANCEMENT INC | |||||||
| 803 W WELLS ST | MILWAUKEE | WI | 532331436 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,500 |
| ALYSSA HEYERDAHL | |||||||
| 945 AUTUMN RIDGE LN | HARTFORD | WI | 530272805 | NONE | N/A | SCHOLARSHIP | $500 |
| AMY BOERST | |||||||
| 26832 LONG LAKE RD | WIND LAKE | WI | 531852030 | NONE | N/A | SCHOLARSHIP | $500 |
| ANDREA PILEGGI | |||||||
| S73W15004 CANDLEWOOD LN | MUSKEGO | WI | 531507929 | NONE | N/A | SCHOLARSHIP | $500 |
| ARCOS MILWAUKEE INC | |||||||
| 3523A S AUSTIN ST | MILWAUKEE | WI | 532073372 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| ARTS AT LARGE INC | |||||||
| 908 S 5TH ST | MILWAUKEE | WI | 532041731 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $900 |
| BLESSINGS IN A BACKPACK WAUKESHA COUNTY MOMS | |||||||
| 2924 WOODRIDGE LN | WAUKESHA | WI | 531881323 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| BURMESE IMMERSION PROJECT | |||||||
| 2106 E WOOD PL | SHOREWOOD | WI | 532112016 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| CANDICE BLOCK | |||||||
| W243N5943 QUAIL RUN LN | SUSSEX | WI | 530893681 | NONE | N/A | SCHOLARSHIP | $500 |
| CAROLYN WAHLEN | |||||||
| N30W30252 GREAT HILL CT | PEWAUKEE | WI | 530724268 | NONE | N/A | SCHOLARSHIP | $500 |
| COA YOUTH AND FAMILY CENTERS INC | |||||||
| 909 E NORTH AVE | MILWAUKEE | WI | 532123447 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $500 |
| DANCEWORKS INC | |||||||
| 1661 N WATER ST | MILWAUKEE | WI | 532022085 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $1,450 |
| FLORENTINE OPERA COMPANY INC | |||||||
| 930 E BURLEIGH ST | MILWAUKEE | WI | 532122212 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $500 |
| FONDY NORTH ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 116 N MAIN ST | FOND DU LAC | WI | 549363461 | N/A | PUBLIC CHARITY | BLACK MEN STANDING SPONSORSHIP | $300 |
| FRANKLIN PIERCE ELEMENTARY SCHOOL | |||||||
| 2765 N FRATNEY ST | MILWAUKEE | WI | 532122607 | N/A | PUBLIC CHARITY | SUPPLIES FOR BALLROOM AND TAP DANCE COMPETITION | $375 |
| HOPE HOUSE OF MILWAUKEE INC | |||||||
| 209 W ORCHARD ST | MILWAUKEE | WI | 532042957 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| HUNGER TASK FORCE INC | |||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 532141966 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $500 |
| IN TANDEM THEATRE | |||||||
| 628 N 10TH ST | MILWAUKEE | WI | 532332330 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $1,500 |
| IRIS MUHAMMAD | |||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | NONE | N/A | PERSONAL ASSISTANCE | $300 |
| JASON MARCUS ROSE TROOP 599 | |||||||
| 13255 WINTERBERRY WAY | NEW BERLIN | WI | 531516052 | N/A | PUBLIC CHARITY | EAGLE SCOUT SERVICE PROPOSAL | $200 |
| JHS HOUSING | |||||||
| 1300 N JACKSON ST | MILWAUKEE | WI | 532022602 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $900 |
| JUST A LITTLE FAITH FOUNDATION INC | |||||||
| 1418 N 66TH ST | WAUWATOSA | WI | 532132964 | N/A | PUBLIC CHARITY | GOLF SPONSORSHIP | $100 |
| KATE MILLER | |||||||
| 2924 S CLEVELAND PARK DR | WEST ALLIS | WI | 532192813 | NONE | N/A | SCHOLARSHIP | $500 |
| LA CAUSA CRISIS NURSERY | |||||||
| 136 W GREENFIELD AVE | MILWAUKEE | WI | 532042936 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,055 |
| LA CAUSA INC | |||||||
| 136 W GREENFIELD AVE | MILWAUKEE | WI | 532042936 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| LAYTON BOULEVARD WEST NEIGHBORS | |||||||
| 1545 S LAYTON BLVD | MILWAUKEE | WI | 532151924 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| LIGHTHOUSE YOUTH CENTER | |||||||
| 5641 N 68TH ST | MILWAUKEE | WI | 532182202 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| MANDALINE DUNNE | |||||||
| 1557 SAINT AUGUSTINE RD | HARTFORD | WI | 532079032 | NONE | N/A | SCHOLARSHIP | $500 |
| MILWAUKEE BALLET COMPANY INC | |||||||
| 504 W NATIONAL AVE | MILWAUKEE | WI | 532041746 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $882 |
| MILWAUKEE CENTER FOR CHILDREN AND YOUTH INC | |||||||
| 1908 N WARREN AVE | MILWAUKEE | WI | 532021640 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $3,000 |
| MILWAUKEE HABITAT FOR HUMANITY INC | |||||||
| 3726 N BOOTH ST | MILWAUKEE | WI | 532121604 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,050 |
| MILWAUKEE PUBLIC THEATRE LTD | |||||||
| 626 E KILBOURN AVE APT 802 | MILWAUKEE | WI | 532023237 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $750 |
| THE MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 532331616 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $750 |
| MILWAUKEE YOUTH THEATRE INC | |||||||
| 820 E KNAPP ST | MILWAUKEE | WI | 532032718 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $500 |
| MORGAN MCMAHON | |||||||
| N79W39625 MCMAHON RD | OCONOMOWOC | WI | 530669629 | NONE | N/A | SCHOLARSHIP | $500 |
| MUSCUALAR DYSTROPHY ASSOCIATION | |||||||
| 330 S EXECUTIVE DR STE 100A | BROOKFIELD | WI | 530054215 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $500 |
| NATALIE BERGER | |||||||
| 3630 N VALLEY DR | WISCONSIN RAPIDS | WI | 544948034 | NONE | N/A | SCHOLARSHIP | $500 |
| NEIGHBORHOOD HOUSE OF MILWAUKEE INC | |||||||
| 2819 W RICHARDSON PL | MILWAUKEE | WI | 532083547 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,500 |
| NEXT DOOR FOUNDATION INC | |||||||
| 2545 N 29TH ST | MILWAUKEE | WI | 532103116 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| NICHOLAS BLOCK | |||||||
| W243N5943 QUAIL RUN LN | SUSSEX | WI | 530893681 | NONE | N/A | SCHOLARSHIP | $500 |
| NOTRE DAME MIDDLE SCHOOL | |||||||
| 1420 W SCOTT ST | MILWAUKEE | WI | 532042269 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $900 |
| PEWAUKEE AREA ARTS COUNCIL INC | |||||||
| W276N2641 LILY CT W | PEWAUKEE | WI | 530724376 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $500 |
| PATHFINDERS | |||||||
| 4200 N HOLTON ST STE 400 | MILWAUKEE | WI | 532121064 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| PEACE LEARNING CENTER OF MILWAUKEE INC | |||||||
| 3224 N GORDON PL | MILWAUKEE | WI | 532122250 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $900 |
| PEARLS FOR TEEN GIRLS INC | |||||||
| 2100 N PALMER ST | MILWAUKEE | WI | 532123220 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $1,000 |
| REDLINE MILWAUKEE INC | |||||||
| 1422 N 4TH ST | MILWAUKEE | WI | 532123802 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $700 |
| ROSALIE MANOR | |||||||
| 2819 W HIGHLAND BLVD | MILWAUKEE | WI | 532083217 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| SAFE AND SOUND INC | |||||||
| 801 W MICHIGAN ST | MILWAUKEE | WI | 532332301 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| SAFE BABIES HEALTHY FAMILIES INC | |||||||
| 137 WISCONSIN AVE STE 200 | WAUKESHA | WI | 531883519 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 |
| SAINT THOMAS MOORE HIGH SCHOOL | |||||||
| 2601 E MORGAN AVE | MILWAUKEE | WI | 532073725 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| SALVATION ARMY | |||||||
| 11315 W WATERTOWN PLANK RD | MILWAUKEE | WI | 532263412 | N/A | PUBLIC CHARITY | SCHOOL SUPPLY DRIVE | $250 |
| SET MINISTRY INC | |||||||
| 2977 N 50TH ST | MILWAUKEE | WI | 532101641 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| SEXUAL ASSAULT TREATMENT CENTER AT AURORA SINAI MEDICAL CENTER | |||||||
| 945 N 12TH ST | MILWAUKEE | WI | 532231305 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 |
| SHARP LITERACY INC | |||||||
| 5775 N GLEN PARK RD STE 202 | MILWAUKEE | WI | 532024019 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| SKYLIGHT MUSIC THEATRE CORP | |||||||
| 158 N BROADWAY | MILWAUKEE | WI | 532026037 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $500 |
| SOJOURNER FAMILY PEACE CENTER INC | |||||||
| 1300 S LAYTON BLVD | MILWAUKEE | WI | 532151698 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 |
| ST JOSEPH ACADEMY | |||||||
| 1600 W OKLAHOMA AVE | MILWAUKEE | WI | 532154518 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $1,000 |
| SUNSET PLAYHOUSE INC | |||||||
| 800 ELM GROVE RD | ELM GROVE | WI | 531222533 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $1,000 |
| THE CATHEDRAL CENTER | |||||||
| 845 N VAN BUREN ST | MILWAUKEE | WI | 532023918 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $2,000 |
| VARIETY - THE CHILDREN'S CHARITY OF WISCONSIN INC | |||||||
| 999 N 92ND ST STE C120A | WAUWATOSA | WI | 532264875 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| MILWAUKEE REPERTORY THEATER INC | |||||||
| 108 E WELLS ST | MILWAUKEE | WI | 532023504 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $500 |
| THE STRING ACADEMY OF WISCONSIN INC | |||||||
| 2400 E KENWOOD BLVD | MILWAUKEE | WI | 532113363 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $1,000 |
| THE WOMEN'S CENTER INC | |||||||
| 505 N EAST AVE | WAUKESHA | WI | 531862417 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $3,262 |
| WALKER'S POINT YOUTH AND FAMILY CENTER INC | |||||||
| 2030 W NATIONAL AVE | MILWAUKEE | WI | 532041157 | N/A | PUBLIC CHARITY | SOCIAL SERVICES | $1,500 |
| WHEATON FRANCISCAN ST JOSEPH FOUNDATION INC | |||||||
| 5000 W CHAMBERS ST | MILWAUKEE | WI | 532101650 | N/A | PUBLIC CHARITY | EDUCATIONAL ACTIVITIES | $500 |
| WILD SPACE DANCE COMPANY | |||||||
| 820 E KNAPP ST | MILWAUKEE | WI | 532032718 | N/A | PUBLIC CHARITY | ARTS AND CULTURAL ACTIVITIES | $700 |
| ZACHARIAH'S ACRES INC | |||||||
| N71W35498 MAPLETON LAKE DR | OCONOMOWOC | WI | 530661200 | N/A | PUBLIC CHARITY | 5K RUN/WALK SPONSORSHIP | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,674 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,046 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,732 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,732 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(6) | LineNumberTxt |
| Involved | $13,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | ADMINISTRATIVE SERVICES | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $434,135 | EOYBookValueAmt |
| EOYFMV | $435,853 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $721,559 | EOYBookValueAmt |
| EOYFMV | $1,115,829 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $25,064 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $25,286 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $76,696 | BookValueAmt |
| EOYFMV | $76,841 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $280 | $0 | $280 |
| MISCELLANEOUS EXPENSES | $45 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $8,895 | $8,895 | $0 |
| MANAGEMENT FEES | $13,000 | $650 | $12,350 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments