E C STYBERG FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- E C STYBERG FOUNDATION INC (EIN 39-1410323)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202631329349101833
- Schema version
- 2024v5.5
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T11:01:30-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391410323 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EC STYBERG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECST | BusinessNameControlTxt |
| Phone | 2626379301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GOOLD STREET | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN FANTL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2626379301 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $3,461,766 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $104,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $423,818 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,255 | 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 | $13,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,307 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $515,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$269,644 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,982 | CashBOYAmt |
| Cash EOY | $91,281 | CashEOYAmt |
| Cash EOYFMV | $91,281 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $205,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,806 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,131,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,261,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,481,930 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,787,550 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,501,406 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,785,749 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,236,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,956,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,461,766 | 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 | $3,236,022 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,956,929 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,236,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,956,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,236,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,956,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,236,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$269,644 | ExcessRevenueOverExpensesAmt |
| Other Increases | $94,066 | OtherIncreasesAmt |
| Subtotal | $3,060,444 | SubtotalAmt |
| Other Decreases | $103,515 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,956,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $40,769 | $40,769 | $40,769 | |
| PUBLICLY TRADED SECURITIES | P | $383,049 | $7,746 | $7,746 | $375,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,515 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,423 | 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 | $4,423 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,518 | OverpaymentAmt |
| Applied To ES Tax | $2,518 | 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 |
| Individual With Books | KAREN FANTL TREASURER | IndividualWithBooksNm |
| Phone | 2626379301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GOOLD STREET | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | 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 |
|---|---|---|---|---|---|---|---|---|
| BERNICE M STYBERG | ||||||||
| 1600 GOOLD STREET | RACINE | WI | 53404 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL BUDISH | ||||||||
| 1600 GOOLD STREET | RACINE | WI | 53404 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KAREN FANTL | ||||||||
| 1600 GOOLD STREET | RACINE | WI | 53404 | TREASURER | 2.00 | $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 | $3,416,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,633,065 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,633,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,578,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,905 | TotalTaxAmt |
| Distributable Before Adj | $177,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $177,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $177,023 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $515,457 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $515,457 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $328,214 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $504,832 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $495,059 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $203,237 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $484,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,015,742 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $515,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $177,023 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $338,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,354,176 | 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 | $328,214 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,025,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $504,832 | ExcessFromYear4Amt |
| Excess From Year3 | $495,059 | ExcessFromYear3Amt |
| Excess From Year2 | $203,237 | ExcessFromYear2Amt |
| Excess From Year1 | $484,400 | ExcessFromYear1Amt |
| Excess From Current Year | $338,434 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERNICE M STYBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL BUDISH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GOOLD STREET | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2626379301 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ACCEPTED ANY TIME WITH NOTICE OF APPROVAL, REJECTION, OR REQUEST FOR ADDITIONAL INFO WITHIN 90 DAYS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS PRINCIPALLY ARE MADE TO NON-PROFIT ORGANIZATIONS WHICH SERVE PERSONS IN SOUTHEASTERN WISCONSIN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADULT AND TEEN CHALLENGE WISCONSIN | |||||||
| 9236 WEST APPLETON AVENUE | MILWAUKEE | WI | 53225 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ALLIANCE FAMILY SERVICES | |||||||
| 2915 60TH ST | KENOSHA | WI | 531403806 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ANCHOR MINISTRIES | |||||||
| 4900 SPRING STREET SUITE 203 | RACINE | WI | 53406 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AUDIO & BRAILLE LITERARY ENHANCEMENT | |||||||
| 803 WEST WELLS STREET | MILWAUKEE | WI | 53233 | N/A | PC | GENERAL SUPPORT | $1,000 |
| AURORA HEALTH CARE FOUNDATION INC | |||||||
| PO BOX 341880 | MILWAUKEE | WI | 532341880 | N/A | PC | GENERAL SUPPORT | $25,342 |
| AVOW HOSPICE (NAPLES) | |||||||
| 1095 WHIPPOORWILL LANE | NAPLES | FL | 34105 | N/A | PC | GENERAL SUPPORT | $2,500 |
| CENTER FOR DEAF-BLIND PERSONS INC | |||||||
| 3195 S SUPERIOR STREET | MILWAUKEE | WI | 53207 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC | |||||||
| PO BOX 1997 MS 3050 | MILWAUKEE | WI | 53201 | N/A | PC | GENERAL SUPPORT | $2,838 |
| CHRISTIAN RECORD SERVICES FOR THE BLIND | |||||||
| 5900 S 58TH ST SUITE M | LINCOLN | NE | 68516 | N/A | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY PROJECTS FOR SENIORS | |||||||
| 3073 S CHASE AVENUE SUITE 210 | MILWAUKEE | WI | 53207 | N/A | PC | GENERAL SUPPORT | $5,000 |
| COVENANT HARBOR | |||||||
| 1724 W MAIN STREET | LAKE GENEVA | WI | 53147 | N/A | PC | GENERAL SUPPORT | $1,000 |
| DOWNS SYNDROME ASSOCIATION OF WISCONSIN | |||||||
| 11709 W CLEVELAND AVENUE SUITE 2 | WEST ALLIS | WI | 53227 | N/A | PC | GENERAL SUPPORT | $3,000 |
| DOWNTOWN RACINE CORPORATION | |||||||
| 425 MAIN STREET | RACINE | WI | 534031030 | N/A | PC | GENERAL SUPPORT | $1,000 |
| FAITH HOPE & LOVE INC | |||||||
| 740 COLLEGE AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF CAMP ANOKIJIG INC | |||||||
| W5639 ANOKIJIG LN | PLYMOUTH | WI | 53703 | N/A | PC | GENERAL SUPPORT | $24,955 |
| FRIENDS OF HAWTHORN HOLLOW INC | |||||||
| 880 GREEN BAY ROAD | KENOSHA | WI | 53144 | N/A | PC | SCHOOLYARD OBSERVATORY | $2,000 |
| FROEDTERT HOSPITAL FOUNDATION | |||||||
| 8800 W DOYNE AVE | MILWAUKEE | WI | 53226 | N/A | PC | CANCER CENTER | $25,342 |
| GARRETT EVANGELICAL THEOLOGICAL SEMINARY | |||||||
| 2121 SHERIDAN ROAD | EVANSTON | IL | 60201 | N/A | PC | SEIDENSPINNER SCHOLARSHIP | $24,985 |
| GATHERING WATERS CONSERVANCY | |||||||
| 211 SOUTH PETERSON ST STE 270 | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GENEVA LAKE ASSOCIATION INC | |||||||
| PO BOX 412 | LAKE GENEVA | WI | 53147 | N/A | PC | GENERAL SUPPORT | $1,500 |
| GENEVA LAKE CONSERVANCY INC | |||||||
| 398 MILL STREET PO BOX 588 | FONTANA | WI | 53125 | N/A | PC | GENERAL SUPPORT | $11,794 |
| GENEVA LAKE ENVIRONMENTAL AGENCY | |||||||
| 350 CONSTANCE BOULEVARD | WILLIAMS BAY | WI | 53191 | N/A | GOV | GENERAL SUPPORT | $1,000 |
| GENEVA LAKE MUSEUM | |||||||
| 255 MILL STREET | LAKE GENEVA | WI | 531470522 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GENEVA LAKE WATER SAFETY COMMITTEE INC | |||||||
| PO BOX 548 | WILLIAMS BAY | WI | 53191 | N/A | PC | GENERAL SUPPORT | $1,500 |
| GLA ENVIRONMENTAL EDUCATION FOUNDATION | |||||||
| PO BOX 244 | FONTANA | WI | 53125 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HALO INC | |||||||
| 2000 DEKOVEN AVENUE NO 1 | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HOPES CENTER OF RACINE | |||||||
| 521 SIXTH STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $3,000 |
| HOSPICE ALLIANCE FOUNDATION | |||||||
| 10220 PRAIRIE RIDGE BOULEVARD | PLEASANT PRAIRIE | WI | 53158 | N/A | PC | GENERAL SUPPORT | $2,500 |
| JOHN XXIII EDUCATIONAL CENTER (ST PATRICKS) | |||||||
| 1500 VINE STREET | HUDSON | WI | 54016 | N/A | PC | GENERAL SUPPORT | $3,000 |
| LAKE GENEVA FRESH AIR ASSOCIATION (HOLIDAY HOME) | |||||||
| PO BOX 10 | WILLIAMS BAY | WI | 53191 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LAKESIDE CURATIVE SERVICES | |||||||
| 2503 LINCOLNWOOD COURT | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LINC MINISTRIES | |||||||
| PO BOX 4338 | MILWAUKEE | WI | 53204 | N/A | PC | GENERAL SUPPORT | $7,602 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | PC | GENERAL SUPPORT | $24,926 |
| MIDWEST THERAPEUTIC RIDING PROGRAM INC | |||||||
| PO BOX 282 | SOMERS | WI | 53171 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MILWAUKEE INSTITUTE OF ART AND DESIGN | |||||||
| 273 E ERIE ST | MILWAUKEE | WI | 53202 | N/A | PC | GENERAL SUPPORT | $25,342 |
| MILWAUKEE PUBLIC TELEVISION | |||||||
| 700 WEST STATE ST NO S214 | MILWAUKEE | WI | 53233 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MILWAUKEE SCHOOL OF ENGINEERING | |||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 53202 | N/A | PC | GENERAL SUPPORT | $15,045 |
| MISSIO DEI FELLOWSHIP | |||||||
| 5214 47TH AVE | KENOSHA | WI | 53144 | N/A | PC | IMAGO DEI CLASSICAL SCHOOL | $25,000 |
| NCH HEALTHCARE FOUNDATION | |||||||
| 3060 W SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | N/A | PC | GENERAL SUPPORT | $7,500 |
| RACINE ART MUSEUM | |||||||
| 411 MAIN STREET | RACINE | WI | 53401 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RACINE COUNTY OPPORTUNITY CENTER INC | |||||||
| 4214 SHERIDAN ROAD | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $2,000 |
| RACINE FRIENDSHIP CLUBHOUSE INC | |||||||
| 2000 17TH STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RACINE HABITAT FOR HUMANITY | |||||||
| 1501 VILLA STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $7,000 |
| RACINE HERITAGE MUSEUM | |||||||
| 701 MAIN STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RACINE LITERACY COUNCIL | |||||||
| 734 LAKE AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $9,936 |
| RACINE SYMPHONY ORCHESTRA | |||||||
| PO BOX 1874 | RACINE | WI | 53401 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RACINE VOCATIONAL MINISTRY INC | |||||||
| 214 SEVENTH STREET | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $10,000 |
| RACINE YMCA | |||||||
| 725 LAKE AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $1,500 |
| RACINE ZOOLOGICAL SOCIETY | |||||||
| 2131 NORTH MAIN STREET | RACINE | WI | 53402 | N/A | PC | GENERAL SUPPORT | $1,500 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 8948 W WATERTOWN PLANK ROAD | WAUWATOSA | WI | 53226 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ROOT-PIKE WATERSHED INITIATIVE NETWORK | |||||||
| PO BOX 044164 | RACINE | WI | 53404 | N/A | PC | GENERAL SUPPORT | $2,500 |
| SALVATION ARMY - RACINE | |||||||
| 1091 WASHINGTON AVENUE | RACINE | WI | 53403 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SECUREFUTURES FOUNDATION INC | |||||||
| 710 N PLANKINTON AVE SUITE 1400 | MILWAUKEE | WI | 532032418 | N/A | PC | MONEY COACH | $20,000 |
| SHALOM CENTER | |||||||
| 1713 62ND ST | KENOSHA | WI | 53143 | N/A | PC | GENERAL SUPPORT | $2,000 |
| SHEPHERD'S COLLEGE | |||||||
| 1805 15TH AVENUE | UNION GROVE | WI | 53182 | N/A | PC | GENERAL SUPPORT | $25,342 |
| SHEPHERD'S MINISTRIES | |||||||
| 1805 15TH AVENUE | UNION GROVE | WI | 53182 | N/A | PC | GENERAL SUPPORT | $49,456 |
| SIENA RETREAT CENTER | |||||||
| 5635 ERIE STREET | RACINE | WI | 53402 | N/A | PC | GENERAL SUPPORT | $500 |
| SME EDUCATION FOUNDATION | |||||||
| ONE SME DRIVE | DEARBORN | MI | 48128 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SPECIAL OLYMPICS - SE WISCONSIN | |||||||
| 2310 CROSSROADS DR NO 1000 | MADISON | WI | 53718 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ST MESROB ARMENIAN CHURCH | |||||||
| 4605 ERIE STREET | RACINE | WI | 53402 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ST MONICA'S SENIOR LIVING | |||||||
| 3920 N GREEN BAY RD | RACINE | WI | 53404 | N/A | PC | GENERAL SUPPORT | $10,058 |
| THE NATURE CONSERVANCY - WI CHAPTER | |||||||
| 633 WEST MAIN STTREET | MADISON | WI | 53703 | N/A | PC | GENERAL SUPPORT | $1,500 |
| UNITED PERFORMING ARTS FUND INC | |||||||
| 301 W WISCONSIN AVE NO 600 | MILWAUKEE | WI | 53203 | N/A | PC | GENERAL SUPPORT | $3,000 |
| UNITED WAY OF RACINE COUNTY | |||||||
| 2000 DOMANIK DRIVE | RACINE | WI | 53404 | N/A | PC | GENERAL SUPPORT | $10,055 |
| VISION FORWARD | |||||||
| 912 NORTH HAWLEY ROAD | MILWAUKEE | WI | 532133292 | N/A | PC | GENERAL SUPPORT | $3,000 |
| VOLUNTEER CENTER OF RACINE INC | |||||||
| 6216 WASHINGTON AVENUE G | RACINE | WI | 53706 | N/A | PC | GENERAL SUPPORT | $3,000 |
| WAR MEMORIAL CENTER | |||||||
| 750 NORTH LINCOLN MEMORIAL DRIVE | MILWAUKEE | WI | 53202 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WISCONSIN HISTORICAL SOCIETY | |||||||
| 816 STATE STREET | MADISON | WI | 53706 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WISCONSIN HUMANE SOCIETY - COUNTRYSIDE CAMPUS | |||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | N/A | PC | GENERAL SUPPORT | $2,500 |
| YOUTH FOR CHRIST SOUTHEASTERN - WISCONSIN | |||||||
| 3001 CARPENTER AVENUE | MOUNT PLEASANT | WI | 53403 | N/A | PC | GENERAL SUPPORT | $24,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,307 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,369 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,369 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $13,500 | Amt |
| Net Investment Income | $6,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,501,406 | EOYBookValueAmt |
| EOYFMV | $1,785,749 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $1,261,436 | EOYBookValueAmt |
| EOYFMV | $1,481,930 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS ISSUED IN FY24, CLEARED IN FY25 | Desc |
| Amt | $103,515 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,400 | $0 | $3,400 |
| BANK CHARGES | $30 | $30 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHECKS ISSUED IN FY25, NOT CLEARED BY YEAR-END | $83,200 |
| RETURNED GRANTS (NOT DEDUCTED LAST YEAR) | $10,000 |
| PRIOR PERIOD ADJUSTMENT | $866 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,455 | Amt |
| Net Investment Income | $9,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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