YOUTH FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- YOUTH FOUNDATION INC (EIN 39-0945311)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-14
- IRS object ID
- 201111049349100006
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-14T14:38:21-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537133098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390945311 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YOUT | NameControl |
| Phone | 4147784929 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT BUSH | Name |
| Title | SECRETARY | Title |
| Phone | 4147784929 | Phone |
| Date Signed | 2011-04-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNY TARKOWSKI CPA | Name |
| Phone | 6082744020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1614782 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15803 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 42194 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42194 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -14875 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 302157 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 43122 | TotalRevenueAndExpenses |
| Total Net Investment Income | 42194 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 25308 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8937 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 488 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 16968 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 43564 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8937 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 800 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 60045 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 60045 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 103609 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8937 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 60845 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -60487 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33257 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 157 | CashBOY |
| Cash EOY | 12461 | CashEOY |
| Cash EOYFMV | 12461 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 31384 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 60152 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 60152 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 375000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 415000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 425954 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 907125 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 813145 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 985366 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 174970 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 124891 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 130849 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1488636 | TotalAssetsBOY |
| Total Assets EOY | 1425649 | TotalAssetsEOY |
| Total Assets EOYFMV | 1614782 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2500 | AccountsPayableBOY |
| Total Liabilities BOY | 2500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1486136 | UnrestrictedBOY |
| Unrestricted EOY | 1425649 | UnrestrictedEOY |
| Total Net Assets BOY | 1486136 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1425649 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1488636 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1425649 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1486136 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -60487 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1425649 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1425649 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 295365 | 317032 | -21667 | -21667 |
| CAPITAL GAINS DIVIDENDS | 6792 | 6792 | 6792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -14875 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 64970 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1395128 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046569 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 59617 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1531318 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038932 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 80891 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1757771 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046019 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 88860 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1706709 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052065 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 89959 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1662975 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054095 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.237680 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047536 | AverageDistributionRatio |
| Net Noncharitable Assets | 1538577 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 73138 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 333 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 73471 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 60845 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 665 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 665 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 665 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 840 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 840 | TotalCreditsAndPayments |
| Overpayment | 175 | Overpayment |
| Amount Credited To Next Year | 175 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BUSH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4147784929 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT CLARK | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| JOHN SEDLER | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| TOM WITKOWSKI | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | TREASURER | 1.00 | 0 | 0 | 0 |
| SCOTT BUSH | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | SECRETARY | 5.00 | 0 | 0 | 0 |
| LYNN ZWASKA | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| TOM SCHINKER | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DONNA MUELVER | ||||||||
| 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 |
| GAIL JOHNSON | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| PETER STEFANIAK | ||||||||
| 12300 W CENTER ST | MILWAUKEE | WI | 532224072 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2010, THE YOUTH FOUNDATION AWARDED FORTY-FOUR GRANTS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE AND TEN COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. | Description1 |
| Expenses1 | 60045 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1539211 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22796 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1562007 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1562007 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23430 | CashDeemedCharitable |
| Net Noncharitable Assets | 1538577 | NetNoncharitableAssets |
| Minimum Investment Return | 76929 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 76929 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 665 | TaxBasedOnInvestmentIncome |
| Total Tax | 665 | TotalTax |
| Distributable Amount Before Adj | 76264 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 76264 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 76264 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 60845 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 60845 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 60845 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 76264 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1061 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6695 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 7756 | TotalExcessDistriCarryover |
| Qualifying Distributions | 60845 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 60845 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 7756 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 7756 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 7663 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| 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 Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ABOVE THE CLOUDS INC | |||||||
| 940 N 23RD ST W151 | MILWAUKEE | WI | 532331689 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $1,000 |
| AMERICAN CANCER SOCIETY INC | |||||||
| N19W24350 RIVERWOOD DR | WAUKESHA | WI | 531881142 | N/A | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATIONS | $500 |
| BOYS AND GIRLS CLUBS OF GREATER MILWAUKEE INC | |||||||
| 1558 N 6TH ST | MILWAUKEE | WI | 532123845 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE | $500 |
| BOYS AND GIRLS CLUBS OF GREATER MILWAUKEE INC | |||||||
| 1558 N 6TH ST | MILWAUKEE | WI | 532123845 | N/A | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATIONS | $500 |
| CHRIST KING SCHOOL | |||||||
| 2646 N SWAN BLVD | WAUWATOSA | WI | 532261847 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,000 |
| COA YOUTH AND FAMILY CENTERS INC | |||||||
| 909 E NORTH AVE | MILWAUKEE | WI | 532123447 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $2,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 20875 CROSSROADS CIR STE 350 | WAUKESHA | WI | 531864026 | N/A | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATIONS | $500 |
| DANCECIRCUS LTD | |||||||
| 527 N 27TH ST | MILWAUKEE | WI | 532084009 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,000 |
| DANCEWORKS INC | |||||||
| 1661 N WATER ST | MILWAUKEE | WI | 532022085 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $700 |
| EASTBROOK ACADEMY INC | |||||||
| 5375 N GREEN BAY AVE | MILWAUKEE | WI | 532095005 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,500 |
| GOOD FRIEND INC | |||||||
| 808 CAVALIER DR | WAUKESHA | WI | 531866802 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $2,000 |
| HEARTLOVE PLACE INC | |||||||
| 3229 N DR MARTIN LUTHER KING DR | MILWAUKEE | WI | 532121926 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $2,000 |
| HOPE HOUSE OF MILWAUKEE INC | |||||||
| 209 W ORCHARD ST | MILWAUKEE | WI | 532042957 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,500 |
| LA CASA DE ESPERANZA INC | |||||||
| 410 ARCADIAN AVE | WAUKESHA | WI | 531865005 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $1,000 |
| LA CAUSA INC | |||||||
| 136 W GREENFIELD AVE | MILWAUKEE | WI | 532042936 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $714 |
| LA CAUSA INC | |||||||
| 136 W GREENFIELD AVE | MILWAUKEE | WI | 532042936 | N/A | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATIONS | $760 |
| LIFESTRIDERS THERAPEUTIC RIDING CENTER | |||||||
| W288S290 ELMHURST DR | WAUKESHA | WI | 531889221 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $1,500 |
| MILWAUKEE BALLET COMPANY INC | |||||||
| 504 W NATIONAL AVE | MILWAUKEE | WI | 532041746 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $500 |
| MILWAUKEE REPERTORY THEATER INC | |||||||
| 108 E WELLS ST | MILWAUKEE | WI | 532023504 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $500 |
| THE MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 532331616 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $1,000 |
| THE MILWAUKEE WOMEN'S CENTER INC | |||||||
| 4906 W FOND DU LAC AVE | MILWAUKEE | WI | 532162325 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $1,232 |
| MILWAUKEE YOUTH THEATRE INC | |||||||
| 820 E KNAPP ST | MILWAUKEE | WI | 532022718 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $1,000 |
| NEAR SOUTH SIDE CATHOLIC CHURCH | |||||||
| 2059 S 33RD ST | MILWAUKEE | WI | 532152112 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,500 |
| NIA IMANI FAMILY INC | |||||||
| 1353 N 25TH ST | MILWAUKEE | WI | 532052442 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $1,500 |
| PREGNANCY SUPPORT CONNECTIONS INC | |||||||
| 434 MADISON ST | WAUKESHA | WI | 531883519 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $2,500 |
| RISEN SAVIOR LUTHERAN CHURCH AND SCHOOL | |||||||
| 9550 W BROWN DEER RD | MILWAUKEE | WI | 532242012 | N/A | PUBLIC CHARITY | TO SUPPORT GENERAL OPERATIONS | $1,000 |
| RISEN SAVIOR LUTHERAN CHURCH AND SCHOOL | |||||||
| 9550 W BROWN DEER RD | MILWAUKEE | WI | 532242012 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $1,000 |
| SAFE AND SOUND INC | |||||||
| 801 W MICHIGAN ST | MILWAUKEE | WI | 532332301 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $2,000 |
| SET MINISTRY | |||||||
| 2877 N 50TH ST | MILWAUKEE | WI | 532101654 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $2,000 |
| SKYLIGHT OPERA THEATRE CORP | |||||||
| 158 N BROADWAY | MILWAUKEE | WI | 532026037 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,000 |
| SOJOURNER FAMILY PEACE CENTER INC | |||||||
| 1300 S LAYTON BLVD | MILWAUKEE | WI | 532151698 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $2,000 |
| SOUTHEASTERN YOUTH AND FAMILY SERVICES INC | |||||||
| 8008 W CAPITOL DR | MILWAUKEE | WI | 532221918 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $750 |
| SAINT FRANCIS CHILDREN'S CENTER INC | |||||||
| 6700 N PORT WASHINGTON RD | MILWAUKEE | WI | 532173919 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,500 |
| ST JOAN ANTIDA HIGH SCHOOL INC | |||||||
| 1341 N CASS ST | MILWAUKEE | WI | 532022786 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $4,500 |
| TESSA'S BLACK ENTERTAINMENT AND YOUTH CENTER INC | |||||||
| 1915 N DR MARTIN LUTHER KING DR | MILWAUKEE | WI | 532123675 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $500 |
| THE WOMEN'S CENTER INC | |||||||
| 505 N EAST AVE | WAUKESHA | WI | 531862406 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $1,232 |
| UNITED CEREBRAL PALSY OF SOUTHEASTERN WISCONSIN INC | |||||||
| 7519 W OKLAHOMA AVE | MILWAUKEE | WI | 532192861 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $1,000 |
| UNITED COMMUNITY CENTER INC | |||||||
| 1028 S 9TH ST | MILWAUKEE | WI | 534021335 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $2,000 |
| VSA ARTS OF WISCONSIN INC | |||||||
| 3211 S LAKE DR | MILWAUKEE | WI | 532353719 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,000 |
| WALKER'S POINT YOUTH AND FAMILY CENTER INC | |||||||
| 2030 W NATIONAL AVE | MILWAUKEE | WI | 532041157 | N/A | PUBLIC CHARITY | TO SUPPORT SOCIAL SERVICES | $2,000 |
| WAUKESHA CIVIC THEATRE INC | |||||||
| 264 W MAIN ST | WAUKESHA | WI | 531864604 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $1,000 |
| WISCONSIN ASSOCIAITON OF INDEPENDENT COLLEGES AND UNIVERSITIES INC | |||||||
| 4425 N PORT WASHINGTON RD STE 402 | MILWAUKEE | WI | 532121083 | N/A | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $1,500 |
| WISCONSIN CONSERVATORY OF MUSIC INC | |||||||
| 1584 N PROSPECT AVE | MILWAUKEE | WI | 532026501 | N/A | PUBLIC CHARITY | TO SUPPORT ARTS AND CULTURE ACTIVITIES | $657 |
| ALEXANDER HOLIDAY | |||||||
| 3310 OLD LANTERN DR | BROOKFIELD | WI | 530053375 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| ANGELICA WEARY | |||||||
| 2433 W MEQUON RD | MEQUON | WI | 530923142 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| BRENT WIEDENFELD | |||||||
| 5251 W BEHRENDT ST | FRANKLIN | WI | 531328185 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| CANDICE BLOCK | |||||||
| W243N5943 QUAIL RUN LN | SUSSEX | WI | 530893681 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| MADALINE DUNNE | |||||||
| 1557 SAINT AUGUSTINE RD | HARTFORD | WI | 530279032 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| MERIDETH HINKUS | |||||||
| 5306 31ST ST | KENOSHA | WI | 531447314 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| MORGAN JOHNSON | |||||||
| S72W14867 ROSEWOOD DR | MUSKEGO | WI | 531509758 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| PETER BERGLAND | |||||||
| 2415 N 84TH ST | WAUWATOSA | WI | 532261903 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| RACHEL WELTCHEFF | |||||||
| 4435 N 100TH ST | MILWAUKEE | WI | 532254725 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| SHANNON DUNNE | |||||||
| 3400 N MARYLAND AVE | MILWAUKEE | WI | 530272903 | NONE | N/A | TO PROVIDE SCHOLARSHIPS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 60045 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,194 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$14,875 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,319 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27319 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 1 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
Transfer Schedule TransferSchedule
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(6) | LineNumber |
| Amount Involved | 10800 | AmountInvolved |
Name Of Noncharitable EO NameOfNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Transfers Etc | ADMINISTRATIVE SERVICES | DescriptionOfTransfersEtc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Noncharitable E Os | 1 | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MILWAUKEE ASSOCIATION OF REALTORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | 501(C)(6) | TypeOfOrganization |
| Description Of Relationship | COMMON DIRECTORS | DescriptionOfRelationship |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $800 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 800 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 124891 | EOYBookValue |
| EOYFMV | 130849 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 813145 | EOYBookValue |
| EOYFMV | 985366 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 415000 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 425954 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 430 | 0 | 0 |
| OFFICE EXPENSES | 16538 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $8,937 | 8937 | 0 |
| OTHER PROFESSIONAL FEES | $16,371 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INCOME | Category |
| Amount | $488 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments