KIM AND JOHN SCHLIFSKE FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KIM AND JOHN SCHLIFSKE FAMILY FOUNDATION INC (EIN 84-5115649)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202601389349100135
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T13:48:21-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17335 GOLF PARKWAY SUITE 500 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 845115649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM AND JOHN SCHLIFSKE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMA | BusinessNameControlTxt |
| Phone | 2622409665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13545 WATERTOWN PLANK RD | AddressLine1Txt |
| City | ELM GROVE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SCHLIFSKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2622409665 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH D SIMONCPA | PreparerPersonNm |
| PTIN | P01452879 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,566,026 | 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 | $1,400,207 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,893 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $229,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $469,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,941,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $464,428 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $450,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,595,007 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $739,688 | 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 | $3,874 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,874 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,055 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,055 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,348 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,874 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,634,789 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,634,789 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,714,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,638,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $880,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $684,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,328 | CashBOYAmt |
| Cash EOY | $849,539 | CashEOYAmt |
| Cash EOYFMV | $849,539 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $946,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,229 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,989,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,480,258 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,480,258 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,370,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,566,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,566,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,370,251 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,566,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,370,251 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,566,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,370,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,566,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,370,251 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $880,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $314,834 | OtherIncreasesAmt |
| Subtotal | $9,566,026 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,566,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,941,192 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,476,764 | CostOrOtherBasisAmt |
| Gain Or Loss | $464,428 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $464,428 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $464,428 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,516 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,516 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,984 | OverpaymentAmt |
| Applied To ES Tax | $2,984 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | JOHN SCHLIFSKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2622409665 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13545 WATERTOWN PLANK RD | AddressLine1Txt |
| City | ELM GROVE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53122 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN SCHLIFSKE JR | ||||||||
| 13545 WATERTOWN PLANK RD | ELM GROVE | WI | 53122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN SCHLIFSKE | ||||||||
| 13545 WATERTOWN PLANK RD | ELM GROVE | WI | 53122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIM SCHLIFSKE | ||||||||
| 13545 WATERTOWN PLANK RD | ELM GROVE | WI | 53122 | 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 |
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 | $7,522,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,367,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,889,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,889,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,756,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $437,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $437,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,516 | TotalTaxAmt |
| Distributable Before Adj | $428,300 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $428,300 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $428,300 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,638,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,638,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $428,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $652,794 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $951,142 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,423,031 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,343,353 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,370,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,638,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $428,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,210,363 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,580,683 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,580,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $652,794 | ExcessFromYear4Amt |
| Excess From Year3 | $951,142 | ExcessFromYear3Amt |
| Excess From Year2 | $1,423,031 | ExcessFromYear2Amt |
| Excess From Year1 | $1,343,353 | ExcessFromYear1Amt |
| Excess From Current Year | $1,210,363 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN SCHLIFSKE | ContributingManagerNm |
| Contributing Manager | KIM SCHLIFSKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OPERATION FINALLY HOME | |||||||
| 1659 STATE HIGHWAY 46 WEST SUITE | 115-606 | NEW BRAUNFELS | TX | 78132 | PC | GENERAL SUPPORT | $250 |
| USGA | |||||||
| 77 LIBERTY CORNER ROAD | LIBERTY CORNER | NJ | 07938 | PC | GENERAL SUPPORT | $300 | |
| DOMINICAN SISTERS OF ST CECILIA CONGREGATION | |||||||
| 801 DOMINICAN DRIVE | NASHVILLE | TN | 37228 | PC | GENERAL SUPPORT | $500 | |
| MCC SCHOLARS FOUNDATION INC | |||||||
| 8000 N RANGE LINE RD | RIVER HILLS | WI | 53217 | PC | GENERAL SUPPORT | $1,000 | |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | PC | GENERAL SUPPORT | $1,000 | |
| REAGAN RANCH | |||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | PC | GENERAL SUPPORT | $1,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | PORT CHESTER | NY | 10573 | PC | GENERAL SUPPORT | $1,100 | |
| STUDENTS FOR LIFE | |||||||
| 1000 WINCHESTER STREET SUITE 301 | FREDERICKSBURG | VA | 22401 | PC | GENERAL SUPPORT | $2,100 | |
| CHRISTIAN FELLOWSHIP COMMUNITY | |||||||
| 1901 BUTTERFIELD RD SUITE 306A | DOWNERS GROVE | IL | 60515 | PC | GENERAL SUPPORT | $2,600 | |
| DIOCESE SUPERIOR | |||||||
| 1201 HUGHITT AVE PO BOX 969 | SUPERIOR | WI | 54880 | PC | GENERAL SUPPORT | $5,000 | |
| BRYON RIESCH PARALYSIS FOUNDATION | |||||||
| N14 W23900 STONE RIDGE DR | WAUKESHA | WI | 53188 | PC | GENERAL SUPPORT | $5,000 | |
| ISLANDS OF BRILLIANCE | |||||||
| PO BOX 774 | MILWAUKEE | WI | 53201 | PC | GENERAL SUPPORT | $10,000 | |
| THE WISCONSIN INSTITUTE FOR LAW AND LIBERTY | |||||||
| 1241 N FRANKLIN PLACE | MILWAUKEE | WI | 53202 | PC | GENERAL SUPPORT | $10,000 | |
| THE SALVATION ARMY | |||||||
| 2270 N CLYBOURN AVE | CHICAGO | IL | 60614 | PC | GENERAL SUPPORT | $10,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 12320 ORACLE BLVD SUITE 310 | COLORADO SPRINGS | CO | 80921 | PC | GENERAL SUPPORT | $15,000 | |
| ST MARY'S VISITATION CATHOLIC PARISH | |||||||
| 1260 CHURCH ST | ELM GROVE | WI | 53122 | PC | GENERAL SUPPORT | $15,000 | |
| WOMEN'S CARE CENTER OF MILWAUKEE MOTHER MARY CORPORATION | |||||||
| 1441 N FARWELL AVE | MILWAUKEE | WI | 53202 | PC | GENERAL SUPPORT | $30,000 | |
| ELMBROOK EDUCATION FOUNDATION | |||||||
| 3555 N CALHOUN RD | BROOKFIELD | WI | 53005 | PC | GENERAL SUPPORT | $35,000 | |
| MARQUETTE UNIVERSITY | |||||||
| 1250 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | PC | GENERAL SUPPORT | $44,200 | |
| JOURNEY 21 | |||||||
| 1671 OLD SCHOOL HOUSE ROAD | OCONOMOWOC | WI | 53066 | PC | GENERAL SUPPORT | $50,025 | |
| THE ALFRED E SMITH MEMORIAL FOUNDATION | |||||||
| 1011 1ST AVE STE 1400 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $100,000 | |
| HISTORIC HAYMARKET MILWAUKEE I INC | |||||||
| 800 W WELLS ST | MILWAUKEE | WI | 53233 | PC | GENERAL SUPPORT | $125,000 | |
| DR HOWARD FULLER COLLEGIATE ACADEMY INC | |||||||
| 4030 N 29TH ST | MILWAUKEE | WI | 53216 | PC | GENERAL SUPPORT | $185,000 | |
| ST AUGUSTINE PREPARATORY ACADEMY | |||||||
| 2607 S 5TH ST | MILWAUKEE | WI | 53207 | PC | GENERAL SUPPORT | $200,000 | |
| SAINT FRANCIS DE SALES SEMINARY | |||||||
| 3257 SOUTH LAKE DRIVE | ST FRANCIS | WI | 53235 | PC | GENERAL SUPPORT | $310,714 | |
| LOVE ONE INTERNATIONAL | |||||||
| 1749 MALLORY LN STE 102 | BRENTWOOD | TN | 37027 | PC | GENERAL SUPPORT | $475,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,634,789 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,920 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,482 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $469,398 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED PRIOR-YEAR GRANTS | Desc |
| Exclusion | $450,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,194,800 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,194,800 | 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 | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN AND KIM SCHLIFSKE | |||||||
| 1 | 1500 GREENWAY TERRACE | ELM GROVE | WI | 53122 | $1,300,207 | Yes (X) | Yes (X) |
| THE NORTHWESTERN MUTUAL FOUNDATION | |||||||
| 2 | PO BOX 2958 | MILWAUKEE | WI | 53201 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SHARES | NoncashPropertyDesc |
| Fair Market Value | $1,300,207 | FairMarketValueAmt |
| Received | 2025-11-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,874 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,874 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY ETPS | $8,261,384 | $8,261,384 |
| MUTUAL FUNDS | $218,874 | $218,874 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED PRIOR-YEAR GRANTS | Desc |
| Revenue And Expenses Per Books | $450,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $450,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $314,834 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $55,055 | Amt |
| Net Investment Income | $55,055 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $20,348 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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