KENOSHA COMMUNITY FOUNDATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KENOSHA COMMUNITY FOUNDATION (EIN 39-6045289)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-08
IRS object ID
202622519349300927
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-08T08:22:22-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391648207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Andrea & OrendorffBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110411 Corporate Drive Ste 104AddressLine1Txt
CityPleasant PrairieCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53158ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396045289EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENOSHA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENOBusinessNameControlTxt
Phone2626542412PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 52ND STREETAddressLine1Txt
CityKENOSHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53140ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVE GEERTSENPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-09-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMike HeddenPreparerPersonNm
PTINP00744376PTIN
Phone2626577716PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVE GEERTSENPrincipalOfficerNm
Gross Receipts$4,105,593GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.KENOSHAFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1926FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionWe lead, serve and collaborate with donors to create enduring philanthropy.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers80TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,612,210PYContributionsGrantsAmt
CY Contributions Grants$722,004CYContributionsGrantsAmt
PY Program Service Revenue$24,705PYProgramServiceRevenueAmt
CY Program Service Revenue$24,224CYProgramServiceRevenueAmt
PY Investment Income$933,865PYInvestmentIncomeAmt
CY Investment Income$1,118,204CYInvestmentIncomeAmt
CY Other Revenue$1,437CYOtherRevenueAmt
PY Total Revenue$3,570,780PYTotalRevenueAmt
CY Total Revenue$1,865,869CYTotalRevenueAmt
PY Grants And Similar Paid$960,636PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,313,615CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$137,077PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$149,532CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$40,408CYTotalFundraisingExpenseAmt
PY Other Expenses$430,494PYOtherExpensesAmt
CY Other Expenses$448,000CYOtherExpensesAmt
PY Total Expenses$1,528,207PYTotalExpensesAmt
CY Total Expenses$2,911,147CYTotalExpensesAmt
PY Revenues Less Expenses$2,042,573PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,045,278CYRevenuesLessExpensesAmt
Total Assets BOY$17,080,387TotalAssetsBOYAmt
Total Assets EOY$16,856,871TotalAssetsEOYAmt
Total Liabilities BOY$1,713,098TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,839,793TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,367,289NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,017,078NetAssetsOrFundBalancesEOYAmt
MissionWe lead, serve and collaborate with donors to create enduring philanthropy.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,523,930ExpenseAmt
Grant$2,313,615GrantAmt
Revenue$24,224RevenueAmt
DescHELPING PEOPLE TO ENHANCE THE PRESENT AND INSURE THE FUTURE OF THE KENOSHA COMMUNITY THROUGH GRANTS TO EXEMPT ORGANIZATIONS AND SCHOLARSHIPS TO INDIVIDUALS IN THE COMMUNITY.Desc
Total Program Service Expenses$2,523,930TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY SKORUPSKIPersonNm
Phone2626542412PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 52ND STREETAddressLine1Txt
CityKENOSHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53140ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
GREIL AMY
Executive Dir.40.000.00Yes (X)$100,865$0$0
FELLMAN KEN
Director1.000.00Yes (X)$0$0$0Yes (X)
GUTTORMSEN NEIL
Vice President1.000.00Yes (X)$0$0$0Yes (X)
BOTHE CATHY
Director1.000.00$0$0$0Yes (X)
GEERTSEN DAVE
President1.000.00Yes (X)$0$0$0Yes (X)
HARRINGTON-HEIDE JANE
Secretary1.000.00Yes (X)$0$0$0Yes (X)
HEIDE-POGGENBURG PAULA
Director1.000.00$0$0$0Yes (X)
MCTERNAN J MIKE
Director1.000.00$0$0$0Yes (X)
WILK JOAN
Director1.000.00$0$0$0Yes (X)
YOUNG JAMIE
Director1.000.00$0$0$0Yes (X)
JORGENSON-PUNTILLO ROBERTA
Director1.000.00$0$0$0Yes (X)
GREENE ADELENE
Director1.000.00$0$0$0Yes (X)
KEENAN KATE
Director1.000.00$0$0$0Yes (X)
Mannetter Adam
Director1.000.00$0$0$0Yes (X)
Rifkin Susan
Director1.000.00$0$0$0Yes (X)
Albrecht Bryan
Director1.000.00$0$0$0Yes (X)
Arrington LaVetta
Director1.000.00$0$0$0Yes (X)
DelRios Alanna
Director1.000.00$0$0$0Yes (X)
Hanna Abigail
Director1.000.00$0$0$0Yes (X)
Weiss Dr Jeffery
Director1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$100,865TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$11,500GovernmentGrantsAmt
All Other Contributions$710,504AllOtherContributionsAmt
Total Contributions$722,004TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMIN FEESDesc
Total Revenue Column$24,224TotalRevenueColumnAmt
Related Or Exempt Func Income$24,224RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$24,224TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$542,814TotalRevenueColumnAmt
Exclusion$542,814ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,815,114SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,239,724SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$575,390SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$575,390TotalRevenueColumnAmt
Exclusion$575,390ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOtherDesc
Business900099BusinessCd
Total Revenue Column$1,437TotalRevenueColumnAmt
Exclusion$1,437ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,437OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,865,869TotalRevenueColumnAmt
Related Or Exempt Func Income$24,224RelatedOrExemptFuncIncomeAmt
Exclusion$1,119,641ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,082,485TotalAmt
Program Services$2,082,485ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$231,130TotalAmt
Program Services$231,130ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$100,865TotalAmt
Management And General$100,865ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$38,039TotalAmt
Management And General$38,039ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,628TotalAmt
Management And General$10,628ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,450TotalAmt
Management And General$9,450ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,782TotalAmt
Management And General$68,782ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,199TotalAmt
Management And General$3,199ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$191,072TotalAmt
Program Services$174,946ProgramServicesAmt
Management And General$16,126ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,000TotalAmt
Fundraising$2,000FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,212TotalAmt
Management And General$23,212ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$22,295TotalAmt
Management And General$22,295ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,438TotalAmt
Management And General$32,438ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,768TotalAmt
Fundraising$10,768FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Program Services$9ProgramServicesAmt
Fundraising$26FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,090TotalAmt
Management And General$3,090ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,916TotalAmt
Management And General$8,916ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
SPONSORED EVENTS$57,023$32,270$24,753
OTHER EXPENSES$9,115$843$682$7,590
DUES AND SUBSCRIPTIONS$4,329$1,473$1,428$1,428
EDUCATION/TRAINING$2,276$774$751$751

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,911,147TotalAmt
Program Services$2,523,930ProgramServicesAmt
Management And General$346,809ManagementAndGeneralAmt
Fundraising$40,408FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$226,221BOYAmt
EOY$140,324EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$118,326BOYAmt
EOY$134,287EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$411,204BOYAmt
EOY$219,716EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,384BOYAmt
EOY$13,203EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$50,323LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,870LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$39,542BOYAmt
EOY$36,453EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,236,629BOYAmt
EOY$16,283,417EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$43,081BOYAmt
EOY$29,471EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,080,387BOYAmt
EOY$16,856,871EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$63,304BOYAmt
EOY$13,259EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,606,714BOYAmt
EOY$1,797,065EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$43,080BOYAmt
EOY$29,469EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,713,098BOYAmt
EOY$1,839,793EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,486,683BOYAmt
EOY$150,957EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,880,606BOYAmt
EOY$14,866,121EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,367,289BOYAmt
EOY$15,017,078EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,080,387BOYAmt
EOY$16,856,871EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,045,278ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$695,067NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,977,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$644,161CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$965,136CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,612,210CurrentTaxYearMinus1YearAmt
Current Tax Year$722,004CurrentTaxYearAmt
Total$6,921,180TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,977,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$644,161CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$965,136CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,612,210CurrentTaxYearMinus1YearAmt
Current Tax Year$722,004CurrentTaxYearAmt
Total$6,921,180TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$84,032SubstantialContributorsTotAmt
Public Support Total170$6,837,148PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$235,398CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$205,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$599,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$355,229CurrentTaxYearMinus1YearAmt
Current Tax Year$542,816CurrentTaxYearAmt
Total$1,938,621TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$439CurrentTaxYearMinus2YearsAmt
Current Tax Year$1,437CurrentTaxYearAmt
Total$1,876TotalAmt
FieldValueIRS element (for citing)
Total Support$8,861,677TotalSupportAmt
Public Support CY1700.77150PublicSupportCY170Pct
Public Support PY1700.74820PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held86FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$20,000DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$1,159,929FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$103,630DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$2,626,200FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$1,584,368DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$13,421,086FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,832,878BeginningYearBalanceAmt
Contributions$843,960ContributionsAmt
Investment Earnings Or Losses$1,646,718InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,276,857GrantsOrScholarshipsAmt
Administrative Expenses$220,904AdministrativeExpensesAmt
End Year Balance$11,424,971EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,072,002BeginningYearBalanceAmt
Contributions$1,603,304ContributionsAmt
Investment Earnings Or Losses$1,613,761InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,362,597GrantsOrScholarshipsAmt
Administrative Expenses$209,387AdministrativeExpensesAmt
End Year Balance$12,832,878EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,422,162BeginningYearBalanceAmt
Contributions$1,250,055ContributionsAmt
Investment Earnings Or Losses$1,647,366InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,051,099GrantsOrScholarshipsAmt
Administrative Expenses$171,575AdministrativeExpensesAmt
End Year Balance$11,072,002EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,035,948BeginningYearBalanceAmt
Contributions$505,956ContributionsAmt
Investment Earnings Or Losses-$1,977,256InvestmentEarningsOrLossesAmt
Grants Or Scholarships$989,458GrantsOrScholarshipsAmt
Administrative Expenses$153,028AdministrativeExpensesAmt
End Year Balance$10,422,162EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,783,815BeginningYearBalanceAmt
Contributions$1,848,413ContributionsAmt
Investment Earnings Or Losses$1,423,735InvestmentEarningsOrLossesAmt
Grants Or Scholarships$844,076GrantsOrScholarshipsAmt
Administrative Expenses$155,677AdministrativeExpensesAmt
End Year Balance$13,056,210EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.49080PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.50920TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,844OtherCostOrOtherBasisAmt
Depreciation$7,290DepreciationAmt
Book Value$34,554BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,479OtherCostOrOtherBasisAmt
Depreciation$6,580DepreciationAmt
Book Value$1,899BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$36,453TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
NON-CURRENT OPERATING LEASE LIABILITY$14,842
OPERATING LEASE LIABILITY$14,627
FieldValueIRS element (for citing)
Total Liability$29,469TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,566,352TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$695,067NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$8,615DonatedServicesAndUseFcltsAmt
Revenue Not Reported$703,682RevenueNotReportedAmt
Revenue Subtotal$1,862,670RevenueSubtotalAmt
Investment Expenses Not Incld$3,199InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,199RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,865,869TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,916,563TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$8,615DonatedServicesUseFcltsAmt
Expenses Not Reported$8,615ExpensesNotReportedAmt
Expenses Subtotal$2,907,948ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,199InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$3,199ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,911,147TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b: Explanation of escrow account liabilityTHE FOUNDATION HOLDS FUNDS FOR THE BENEFIT OF CERTAIN NONPROFIT ORGANIZATIONS SOLELY FOR INVESTMENT MANAGEMENT PURPOSES AND DISBURSES THE FUNDS AT THE REQUEST OF THE NONPROFIT AFTER BOARD APPROVAL.
Part V, Line 4: Intended uses of the endowment fund.ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE LONG TERM SUPPORT TO THE YOUTH, DISADVANTAGED, AND QUALIFIED CHARITABLE ORGANIZATIONS IN THE KENOSHA AREA.
Part X : FIN48 FootnoteThe Foundation qualifies as a tax-exempt, non-profit organization under Section 501(c)(3) of the Internal Revenue Code and similar statutes of Wisconsin law. The Foundation is subject to federal income tax only on net unrelated business income under the provisions of Section 501(c)(3) of the Internal Revenue Code. The Foundation currently has no obligation for unrelated business income tax. Accordingly, no provisions for federal or state income taxes are required. The Foundation assesses whether it is more likely than not that a tax position will be sustained upon examination of the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of the tax position is not recognized in the financial statements. The Foundation recorded no assets or liabilities for uncertain tax positions or unrecognized tax benefits.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BOYS & GIRLS CLUB OF KENOSHA
1330 52ND STREETKENOSHAWI53140391732935501(c)3$17,600$0ANNUAL DISTRIBUTION
BOYS TOWN
14100 CRAWFORD STREETBOYS TOWNNE68010470376606501(c)3$9,000$0ANNUAL DISTRIBUTION
CAL FARLEYS
600 SW 11TH AVEAMARILLOTX79101750808768501(c)3$9,000$0ANNUAL DISTRIBUTION
CARTHAGE COLLEGE
2001 ALFORD PARK DRIVEKENOSHAWI53140390661496501(c)3$10,000$0ANNUAL DISTRIBUTION
Create Wisconsin Inc
PO Box 1054MadisonWI53701391763871501(c)3$9,000$0Approved Grant
Gateway Technical College
3520 30th AveKenoshaWI53144$9,626$0APPROVED GRANT
Girl Scouts of SE Wisconsin
131 S 69th StreetMilwaukeeWI53214390892833501(c)3$7,440$0Approved Grant
GRANTS LESS THAN 5000
600 52ND STREETKENOSHAWI53140$100,478$0
Hope Council on Alcohol
6103 39th AveKENOSHAWI53142391098683501(c)3$27,450$0Approved Grant
Hospice Alliance Foundation
10220 PRAIRIE RIDGE BLVDPLEASANT PRAIWI53158391822945501(c)3$16,330$0Transfer remainder of fund balance
HYSLOP FOUNDATION
880 GREEN BAY RDKENOSHAWI53144396061420501(c)3$100,000$0ANNUAL DISTRIBUTION
KENOSHA ACHIEVEMENT CENTER
1218 79TH STKENOSHAWI53143391399101501(c)3$7,090$0APPROVED GRANT
KENOSHA COMMUNITY SC
443 50th StKENOSHAWI53140263026535501(c)3$12,250$0APPROVED GRANT
KENOSHA COUNTY FOOD BANK
PO BOX 394KenoshaWI53141843700363501(c)3$21,640$0ANNUAL DISTRIBUTION
Kenosha County Treasurer
1010 56th StKenoshaWI53140$1,400,000$0Courtroom Restoration Project
KENOSHA LITERACY COUNCIL
2419 63rd StKENOSHAWI53143391601969501(c)3$5,600$0APPROVED GRANT
KENOSHA YMCA
7101 53RD STREETKenoshaWI53144390826296501(c)3$9,340$0ANNUAL DISTRIBUTION
MILWAUKEE RESCUE MISSION
830 N 19TH STMILWAUKEEWI53233390816851$9,000$0ANNUAL DISTRIBUTION
NEW LIFE LUTHERAN
6127 Green Bay RdKENOSHAWI53142113672383501(c)3$100,000$0APPROVED GRANT
PEACE LEARNING CIRCLES
614 16TH PLKENOSHAWI53140300653420501(c)3$6,140$0APPROVED GRANT
RACINE VOCATIONAL MINISTRY
214 7th StRACINEWI53403710894219501(c)3$5,600$0ANNUAL DISTRIBUTION
Root Pike Win
4116 12th StKenoshaWI53144200971618501(c)3$8,140$0APPROVED GRANT
SALVATION ARMY
615 Slaters LaneALEXANDRIAVA22314222406433501(c)3$9,000$0ANNUAL DISTRIBUTION
SHORELAND LUTHERAN HS
9026 12TH STKENOSHAWI53144237140277501(c)3$100,000$0ANNUAL DISTRIBUTION
SPONSORSHIPS LESS THAN 5000
600 52ND STREETKENOSHAWI53140$10,405$0
The Kemper Center Foundation
6501 3rd AveKenoshaWI53143396271772501(c)3$25,000$0APPROVED GRANT
THE LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201510235174501(c)3$6,000$0ANNUAL DISTRIBUTION
The Prairie School
4050 Lighthouse DrWind PointWI53402396074931501(c)3$7,000$0APPROVED GRANT
United Way of Kenosha County
5500 6th AveKenoshaWI53140390806285501(c)3$8,275$0APPROVED GRANT
WISCONSIN LUTHERAN SEMINARY
11831 N Seminary DrMEQUONWI53092260066049501(c)3$12,000$0ANNUAL DISTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org30Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient60RecipientCnt
Cash Grant$231,130CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION DONATES TO LOCAL CHARITIES, OF WHICH THEY HAVE LONGSTANDING RELATIONSHIPS, AND MONITOR FUNDS DONATED FROM YEAR TO YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bFORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING.
Form 990, Part VI, Section B, Line 12cBOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AS SOON AS THEY BECOME KNOWN. CONFLICTS OF INTEREST INQUIRIES ARE MADE ANNUALLY TO ALL BOARD MEMBERS.
Form 990, Part VI, Section B, Line 15aTHE EXECUTIVE DIRECTOR HAS A WRITTEN CONTRACT THAT IS REVEIWED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD.
Form 990, Part VI, Section C, Line 19AVAILABLE UPON REQUEST.

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