YOUTH FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
YOUTH FOUNDATION INC (EIN 39-0945311)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202631339349102598
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)
Return2026-05-13T13:30:09-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12921 LANDMARK PL STE 300AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134236ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390945311EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YOUTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYOUTBusinessNameControlTxt
Phone4147784929PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111430 WEST NORTH AVENUEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT BUSHPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4147784929PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY TARKOWSKI CPAPreparerPersonNm
PTINP00634290PTIN
Phone6082744020PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,153,315FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,640ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$61,021DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,021DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$124,249NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$133,887GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$124,249CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$202,910TotalRevAndExpnssAmt
Total Net Invst Incm$185,270TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$750LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$750LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,342AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,342AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$31,951OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,251OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,700OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,311TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,202OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11,202OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,556TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,251TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,994TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$122,759ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$122,759ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$171,315TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,251TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$148,753TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,595ExcessRevenueOverExpensesAmt
Net Investment Income$165,019NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,125CashBOYAmt
Cash EOY$3,538CashEOYAmt
Cash EOYFMV$3,538CashEOYFMVAmt
Sav And Temp Cash Invst BOY$40,210SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,844SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,844SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$310PrepaidExpensesBOYAmt
Corporate Stock BOY$2,050,237CorporateStockBOYAmt
Corporate Stock EOY$2,133,922CorporateStockEOYAmt
Corporate Stock EOYFMV$2,504,910CorporateStockEOYFMVAmt
Other Assets BOY$483,106OtherAssetsBOYAmt
Other Assets EOY$456,628OtherAssetsEOYAmt
Other Assets EOYFMV$604,023OtherAssetsEOYFMVAmt
Total Assets BOY$2,615,988TotalAssetsBOYAmt
Total Assets EOY$2,634,932TotalAssetsEOYAmt
Total Assets EOYFMV$3,153,315TotalAssetsEOYFMVAmt
Accounts Payable BOY$13,200AccountsPayableBOYAmt
Accounts Payable EOY$549AccountsPayableEOYAmt
Total Liabilities BOY$13,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$549TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,119,682NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,177,755NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$483,106DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$456,628DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,602,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,634,383TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,615,988TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,634,932TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,602,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,595ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,634,383SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,634,383TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SECURITIES$82,000$9,638$72,362$72,362
CAPITAL GAINS DIVIDENDS$51,887$51,887$51,887P
FieldValueIRS element (for citing)
Capital Gain Net Income$124,249CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,294InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,294SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,294TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,800TotalPaymentsAndCreditsAmt
Es Penalty$17EsPenaltyAmt
Tax Due$511TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCOTT BUSHIndividualWithBooksNm
Phone4147784929PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111430 WEST NORTH AVENUEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEAN DAUL
11430 WEST NORTH AVENUEMILWAUKEEWI53226PRESIDENT1.00$0$0$0
SUSAN MULLER
11430 WEST NORTH AVENUEMILWAUKEEWI53226VICE PRESIDENT1.00$0$0$0
SCOTT BUSH
11430 WEST NORTH AVENUEMILWAUKEEWI53226SECRETARY5.00$0$0$0
DAVE KOLESARI
11430 WEST NORTH AVENUEMILWAUKEEWI53226TREASURER1.00$0$0$0
LAURA STEELE
11430 WEST NORTH AVENUEMILWAUKEEWI53226ARTS CHAIR1.00$0$0$0
TEMEEKA MITCHELL
11430 WEST NORTH AVENUEMILWAUKEEWI53226SOCIAL SERVICES CHAIR1.00$0$0$0
DR GAIL ZIEMAN
11430 WEST NORTH AVENUEMILWAUKEEWI53226EDUCATION CHAIR1.00$0$0$0
SHEENA POLACHOWSKI
11430 WEST NORTH AVENUEMILWAUKEEWI53226FUNDRAISING CHAIR1.00$0$0$0
DEBRA KAY
11430 WEST NORTH AVENUEMILWAUKEEWI53226ARTS DIRECTOR1.00$0$0$0
PAUL NIKOLIC
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
SUE DERBY
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
ART SCHNEIDER
11430 WEST NORTH AVENUEMILWAUKEEWI53226DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1IN 2025, THE YOUTH FOUNDATION AWARDED 93 GRANTS TO EXEMPT ORGANIZATIONS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE AND 6 COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS.Description1Txt
Expenses1$122,759Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,417,684AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,097AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,493,781TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,493,781AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,407CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,456,374NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,819MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,819MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,294TaxBasedOnInvestmentIncomeAmt
Total Tax$2,294TotalTaxAmt
Distributable Before Adj$120,525DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$120,525DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$120,525DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$148,753ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$148,753QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120,525DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$18,191ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,809ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$48,929ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,643ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$144,572TotalExcessDistributionCyovAmt
Qualifying Distributions$148,753QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$120,525AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,228RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$172,800TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$172,800ExcessDistriCyovToNextYrAmt
Excess From Year4$18,191ExcessFromYear4Amt
Excess From Year3$46,809ExcessFromYear3Amt
Excess From Year2$48,929ExcessFromYear2Amt
Excess From Year1$30,643ExcessFromYear1Amt
Excess From Current Year$28,228ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
SCOTT BUSH
11430 WEST NORTH AVENUEMILWAUKEEWI532264147784929GRANT APPLICANTS MUST COMPLETE THE YOUTH FOUNDATION'S APPLICATION FORM AND SUBMIT ALL REQUIRED DOCUMENTS INCLUDING A COPY OF THE APPLICANT'S IRS DETERMINATION LETTER; CURRENT FINANCIAL STATEMENTS; MOST RECENT AUDIT, REVIEW, OR COMPILATION REPORT; A PROJECT OR PROGRAM BUDGET; AND THE NAMES OF THE APPLICANT'S DIRECTORS OR TRUSTEES.DECEMBER 15TH, MARCH 15TH, JUNE 15TH, AND SEPTEMBER 15TH FOR THE RESPECTIVE GRANT CYCLESTHE YOUTH FOUNDATION'S MISSION IS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE THAT CONTRIBUTE TO THEIR PHYSICAL AND INTELLECTUAL DEVELOPMENT AND FORMATION OF CHARACTER. ALL GRANTS MADE BY THE YOUTH FOUNDATION MUST MEET THESE CRITERIA. ALL GRANT AWARDS ARE FOR A PERIOD OF ONE YEAR.
SCOTT BUSH
11430 WEST NORTH AVENUEMILWAUKEEWI532264147784929SCHOLARSHIP APPLICANTS MUST SUBMIT A HIGH SCHOOL OR COLLEGE TRANSCRIPT; A COPY OF ACT AND/OR SAT SCORES; THREE LETTERS OF RECOMMENDATIONS FROM A HIGH SCHOOL OR COLLEGE TEACHER, A MEMBER OF THE APPLICANT'S GENERAL COMMUNITY, AND A SOURCE OF APPLICANT'S CHOICE; AN ESSAY DESCRIBING ACADEMIC ACHIEVEMENT AND CAREER GOALS; A SUMMARY OF ANY COMMUNITY INVOLVEMENT AND EXTRA-CURRICULAR ACTIVITY; EVIDENCE OF THE COLLEGE APPLICATION; AND THE GREATER MILWAUKEE ASSOCIATION OF REALTORS MEMBERSHIP DATE AND YEAR.APRIL 1ST OF EACH YEARAPPLICANTS MUST BE CHILDREN OR GRANDCHILDREN OF A MEMBER OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. THE MEMBER MUST HAVE MAINTAINED HIS/HER RELATIONSHIP WITH THE ASSOCIATION CONTINUOUSLY FOR AT LEAST THREE YEARS AND HIS/HER DUES MUST BE CURRENT. APPLICANTS MUST HAVE APPLIED TO AT LEAST ONE ACCREDITED TWO- OR FOUR-YEAR COLLEGE. APPLICANTS ARE ELIGIBLE EACH YEAR FOR ONE SCHOLARSHIP.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
XALAAT AFRICA DRUM & DANCE FOR LIFE
PO BOX 250532MILWAUKEEWI53225N/APCARTS$1,500
LIFE NAVIGATORS
7203 W CENTER STWAUWATOSAWI53210N/APCARTS$1,000
TRUE SKOOL
161 W WISCONSIN AVE STE 1000MILWAUKEEWI53203N/APCARTS$1,500
FIRST STAGE MILWAUKEE INC
325 W WALNUT STMILWAUKEEWI53212N/APCARTS$1,000
ABOVE THE CLOUDS INC
2432 N TEUTONIA AVE 2MILWAUKEEWI53206N/APCARTS$1,500
EX FABULA
206 E SMITH STMILWAUKEEWI53207N/APCARTS$1,000
QAUSIMONDO PHYSICAL THEATRE
5151 N 35TH STMILWAUKEEWI53209N/APCARTS$1,000
HMONG AMERICAN FRIENDSHIP ASSOCIATION
3824 W VLIET STMILWAUKEEWI53208N/APCARTS$1,000
BLACK ARTS MKE
920 NORTH WATER STMILWAUKEEWI53202N/APCARTS$1,000
WILD SPACE DANCE COMPANY
PO BOX 511665MILWAUKEEWI53203N/APCARTS$1,500
ST ANTHONY SCHOOL
1727 S 9TH STMILWAUKEEWI53204N/APCARTS$1,200
THE MILWAUKEE CHORISTERS INC
PO BOX 26301MILWAUKEEWI53226N/APCARTS$1,200
LATINO ARTS INC
1028 S 9TH STMILWAUKEEWI53204N/APCARTS$1,200
LYNDEN SCULPTURE GARDEN
2145 W BROWN DEER RDMILWAUKEEWI53217N/APCARTS$1,200
EASTBROOK ACADEMY
5375 N GREEN BAY AVEMILWAUKEEWI53209N/APCARTS$1,200
ARTISTS WORKING IN EDUCATION
4315 W VLIETMILWAUKEEWI53208N/APCARTS$1,200
ARTWORKS FOR MILWAUKEE
207 E BUFFALO ST 600MILWAUKEEWI53202N/APCARTS$1,000
CIVIC MUSIC MKE
1345 N JEFFERSON ST 170MILWAUKEEWI53202N/APCARTS$1,500
MILWAUKEE ACADEMY OF SCIENCE
2000 W KILBOURN AVEMILWAUKEEWI53233N/APCARTS$1,000
NEXT ACT THEATRE
255 S WATER STMILWAUKEEWI53204N/APCARTS$1,278
GIRLS ROCK MKE
270 E HIGHLAND AVE STE JMILWAUKEEWI53202N/APCARTS$2,500
ST THOMAS MOORE HIGH SCHOOL
2601 E MORGANMILWAUKEEWI53207N/APCEDUCATION$1,000
NEXT DOOR FOUNDATION
2545 N 29TH STMILWAUKEEWI53210N/APCEDUCATION$1,000
URBAN ECOLOGY CENTER
1500 E PARK PLACEMILWAUKEEWI53211N/APCEDUCATION$1,000
PETS HELPING PLACE
4421 S 49TH STGREENFIELDWI53220N/APCEDUCATION$1,500
SHARP LITERACY
5775 N GLEN PARK RD 202MILWAUKEEWI53209N/APCEDUCATION$1,000
HOMELESS VETERANS INITIATIVE
6300 W NATIONAL AVEWEST ALLISWI53214N/APCSOCIAL SERVICES$1,500
CHOSEN INC OF WISCONSIN
400 TRAVIS LANE 30WAUKESHAWI53189N/APCSOCIAL SERVICES$2,000
MKE URBAN STABLES
143 E LINCOLN AVEMILWAUKEEWI53207N/APCSOCIAL SERVICES$2,500
HUMANE ANIMAL WELFARE SOCIETY OF WAUKESHA COUNTY
701 NORTHVIEW RDWAUKESHAWI53188N/APCSOCIAL SERVICES$3,000
WISCONSIN COMMUNITY SERVICES
3732 W WISCONSIN AVE 320MILWAUKEEWI53208N/APCEDUCATION$1,000
RISEN SAVIOR LUTHERAN
9550 W BROWN DEER RDMILWAUKEEWI53224N/APCEDUCATION$500
WISCONSIN HUMANE SOCIETY
4500 W WISCONSIN AVEMILWAUKEEWI53208N/APCEDUCATION$500
RIVEREDGE NATURE CENTER
PO BOX 26NEWBURGWI53060N/APCEDUCATION$500
DOWN SYNDROME OF WISCONSIN INC
1214 KAVANAUGH PLACEWAUWATOSAWI53213N/APCEDUCATION$500
LIFE NAVIGATORS
7203 W CENTER STWAUWATOSAWI53210N/APCEDUCATION$500
POTAWATOMI AREA COUNCIL BOY SCOUTS OF AMERICA
804 BLUEMOUND RDWAUKESHAWI53188N/APCEDUCATION$500
BERNIE'S BOOK BANK OF GREATER MILWAUKEE
917 NORTH SHORE DRLAKE BLUFFIL60044N/APCEDUCATION$500
SEA LITERACY
2819 W RICHARDSON PLACEMILWAUKEEWI53208N/APCEDUCATION$500
NATIVITY JESUIT ACADEMY
1515 S 29TH STMILWAUKEEWI53215N/APCEDUCATION$500
HEAR WISCONSIN
10243 W NATIONAL AVEWEST ALLISWI53227N/APCEDUCATION$1,000
JUNIOR ACHIEVEMENT OF WISCONSIN INC
11111 W LIBERTY DRMILWAUKEEWI53224N/APCEDUCATION$1,000
ALL HANDS BOATWORKS INC
621 S 12TH STMILWAUKEEWI53204N/APCEDUCATION$1,000
CASA GUADALUPE EDUCATION CENTER
519 ROOSEVELT DRWEST BENDWI53090N/APCEDUCATION$1,000
EASTBROOK ACADEMY
5375 N GREEN BAY AVEMILWAUKEEWI53209N/APCEDUCATION$500
MILWAUKEE DOMES ALLIANCE
524 S LAYTON BLVDMILWAUKEEWI53205N/APCEDUCATION$1,000
WISCONSIN BIKE FED
187 BECHER ST STE BMILWAUKEEWI53207N/APCEDUCATION$500
COREEL CENTRO
130 W BRUCE ST STE 300MILWAUKEEWI53204N/APCSOCIAL SERVICES$1,500
MILWAUKEE CHRISTIAN CENTER
807 S 14TH STMILWAUKEEWI53204N/APCSOCIAL SERVICES$2,000
COPS AND KIDS FOUNDATION
PO BOX 384SUSSEXWI53089N/APCSOCIAL SERVICES$2,000
MILWAUKEE DIAPER MISSION
4900 S PENNSYLVANIA AVE STE 200CUDAHYWI53110N/APCSOCIAL SERVICES$2,000
PILLOWS WITH WINGS
N21W23350 RIDGEVIEW PKWYWAUKESHAWI53188N/APCSOCIAL SERVICES$1,000
BLESSINGS IN A BACKPACK
2010 SPRINGDALE RDWAUKESHAWI53186N/APCSOCIAL SERVICES$3,000
VARIETY - THE CHILDREN'S CHARITY OF WISCONSIN
12425 KNOLL ROADELM GROVEWI53122N/APCSOCIAL SERVICES$2,500
SPINA BIFIDA WISCONSIN
830 N 109TH ST UNIT 6WAUWATOSAWI53226N/APCSOCIAL SERVICES$2,000
LAD LAKE
3801 N 88TH STMILWAUKEEWI53222N/APCSOCIAL SERVICES$1,000
THE SALVATION ARMY OF MILWAUKEE COUNTY
11315 W WATERTOWN PLANK RDWAUWATOSAWI53226N/APCSOCIAL SERVICES$2,500
ADDISON COLE
3800 S 97TH STMILWAUKEEWI53228N/AISCHOLARSHIP$1,000
GABRIELA LARSON
300 S 76TH STMILWAUKEEWI53214N/AISCHOLARSHIP$1,000
LYDIA LAPORTE
N55W25261 CRESCENT HILL DRSUSSEXWI53089N/AISCHOLARSHIP$1,000
JORDYN JAE DENK
3040 MCCOY LANEBROOKFIELDWI53045N/AISCHOLARSHIP$1,000
MADDIE SCHELLINGER
3851 LILY ROADJACKSONWI53037N/AISCHOLARSHIP$1,000
MATTHEW REINECKE
1050 HIGHLAND DRELM GROVEWI53122N/AISCHOLARSHIP$1,000
MKE URBAN STABLES
143 E LINCOLN AVEMILWAUKEEWI53207N/APCDONATION$300
SALVATION ARMY
11315 W WATERTOWN PLANK RDWAUWATOSAWI53226N/APCPRESIDENT FUND$500
THE BLUE LOTUS CENTER
5501 COUNTY ROAD MWEST BENDWI53095N/APCSOCIAL SERVICES$1,000
WALKER'S POINT YOUTH AND FAMILY CENTER
1123 N WATER STREET STE 400MILWAUKEEWI53202N/APCSOCIAL SERVICES$1,000
HOPE CENTER INC
101 W BROADWAYWAUKESHAWI53186N/APCSOCIAL SERVICES$1,000
WOMAN'S CENTER INC
505 N EAST AVEWAUKESHAWI53186N/APCSOCIAL SERVICES$1,000
HOPE HOUSE OF MILWAUKEE
209 W ORCHARDMILWAUKEEWI53204N/APCSOCIAL SERVICES$1,000
ST ANTHONY SCHOOL
1727 S 9TH STMILWAUKEEWI53204N/APCSOCIAL SERVICES$1,000
RIDES AND REINS
4371 ARTHUR RDSLINGERWI53086N/APCSOCIAL SERVICES$1,000
MILWAUKEE COUNTY HISTORICAL SOCIETY
910 N DR MARTIN LUTHER KING JR DRMILWAUKEEWI53203N/APCEDUCATION$1,000
COLLEGE POSSIBLE WISCONSIN
1515 N RIVERCENTER DR 105MILWAUKEEWI53212N/APCEDUCATION$1,000
GIRLS SCOUTS OF WISCONSIN SOUTHEAST
131 S 69TH STMILWAUKEEWI53214N/APCEDUCATION$500
PROFESSIONAL FIRE FIGHTERS OF WISCONSIN CHARITABLE FOUNDATION
321 E MAIN ST STE 200MADISONWI53703N/APCEDUCATION$1,500
PROJECT KINDRED INC
PO BOX 511131MILWAUKEEWI53203N/APCEDUCATION$1,000
KINGDOM WORKERS
N19W24075 RIVERWOOD DR STE 200WAUKESHAWI53188N/APCEDUCATION$1,500
UNITED COMMUNITY CENTER
1028 S 9TH STMILWAUKEEWI53204N/APCEDUCATION$1,000
MILWAUKEE COUNTY WAR MEMORIAL INC
750 N LINCOLN MEMORIAL DRIVE STEMILWAUKEEWI53202N/APCEDUCATION$500315
MILWAUKEE TENNIS & EDUCATION FOUNDATION
3000 N SHERMAN BLVDMILWAUKEEWI53210N/APCEDUCATION$500
AUDIO & BRAILLE LITERACY ENHANCEMENT
803 W WELLS STMILWAUKEEWI53233N/APCEDUCATION$1,000
ST ANTHONY SCHOOL
1727 S 9TH STMILWAUKEEWI53204N/APCEDUCATION$1,500
LOGAN JAMES HERR FOUNDATION INC
PO BOX 259881MADISONWI53725N/APCSOCIAL SERVICES$2,000
MILWAUKEE HOMELESS VETERANS INITIATIVE
6300 W NATIONAL AVEWEST ALLISWI53214N/APCPRESIDENT FUND$1,000
SE WI EMERGENCY SUPPORT GROUP INC
713 N GRANDVIEW BLVDWAUKESHAWI53188N/APCPRESIDENT FUND$1,000
KIDS IMPACT COMMUNITY
PO BOX 170694MILWAUKEEWI53217N/APCSOCIAL SERVICES$1,000
LA CAUSA INC
413 W SCOTT STMILWAUKEEWI53204N/APCSOCIAL SERVICES$3,800
WISCONSIN ADAPTIVE SPORTS ASSOCIATION
715 TALON TRAILBROOKFIELDWI53045N/APCSOCIAL SERVICES$1,000
BEST BUDDIES IN WISCONSIN
10425 W NORTH AVE 340WAUWATOSAWI53226N/APCSOCIAL SERVICES$1,000
CHIX 4 A CAUSE
301 N MAIN ST 3RD FLOORWEST BENDWI53095N/APCSOCIAL SERVICES$1,000
MILWAUKEE RESCUE MISSION
830 N 19TH STMILWAUKEEWI53233N/APCSOCIAL SERVICES$1,000
NEIGHBORHOOD HOUSE OF MILWAUKEE
2819 W RICHARDSON PLACEMILWAUKEEWI53208N/APCEDUCATION$2,000
FUTURE URBAN LEADERS FOUNDATION
PO BOX 511073MILWAUKEEWI53203N/APCEDUCATION$2,500
SECUREFUTURES FOUNDATION
710 N PLANKINTON AVE STE 1400MILWAUKEEWI53203N/APCEDUCATION$1,500
SHARP LITERACY
5775 N GLEN PARK RD 202MILWAUKEEWI53209N/APCEDUCATION$2,881
GIRLS ON THE RUN SOUTHEASTERN WISCONSIN
5775 N GLEN PARK RD 203MILWAUKEEWI53209N/APCEDUCATION$1,500
MILWAUKEE REPERTORY THEATER
108 E WELLS STMILWAUKEEWI53202N/APCEDUCATION$2,000
LA CAUSA INC
522 W WALKER STMILWAUKEEWI53204N/APCPRESIDENT FUND$800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$122,759TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,021ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$124,249ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$185,270ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$185,270TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsYes (1)ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services EtcYes (1)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (3 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1c$13,000ADMINISTRATIVE SERVICES
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1b(6)$0ADMINISTRATIVE FUNDRAISING SERVICES
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC
1b(4)$38ADMINISTRATIVE EXPENSE REIMBURSEMENT
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER MILWAUKEE ASSOCIATION OF REALTORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(6)OrganizationTypeDesc
Relationship DescriptionCOMMON DIRECTORSRelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,342Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,342DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$2,133,922EOYBookValueAmt
EOYFMV$2,504,910EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$750LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ALAN EISENBERG CHARITABLE TRUSTDesc
BOY Book Value$483,106BOYBookValueAmt
EOY Book Value$456,628EOYBookValueAmt
EOYFMV$604,023EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$11,202RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,202DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$18,951$18,951$0
MANAGEMENT FEES$13,000$1,300$11,700

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$2,311Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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