DIRECT SUPPLY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DIRECT SUPPLY FOUNDATION INC (EIN 45-4303631)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202411319349102551
- Schema version
- 2023v5.0
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T14:11:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454303631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECT SUPPLY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIRE | BusinessNameControlTxt |
| Phone | 8006347328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 N INDUSTRIAL ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WALTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8006347328 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | WALTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | STEVEN CRONK CPA | PreparerPersonNm |
| PTIN | P01288895 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,458,613 | 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 | $211,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,145 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,473 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $238,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,618 | 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 | $3,518 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,759 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,759 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,975 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,098 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,098 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,832 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,513,936 | CashBOYAmt |
| Cash EOY | $48,148 | CashEOYAmt |
| Cash EOYFMV | $48,148 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $216,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,145 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,194,320 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,194,320 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $1,513,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,458,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,458,613 | 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 | $1,513,936 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,458,613 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,513,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,458,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,513,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,458,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,513,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150 | OtherIncreasesAmt |
| Subtotal | $1,458,613 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,458,613 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $346 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $346 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $346 | TaxDueAmt |
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 | JOHN WALTER | IndividualWithBooksNm |
| Phone | 4143582805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 N INDUSTRIAL RD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532235815 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J HILLIS | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | CHAIRMAN & PRESIDENT | 0.25 | $0 | $0 | $0 |
| JOHN LEWIS | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | VICE-CHAIRMAN & SENIOR VP | 0.25 | $0 | $0 | $0 |
| GENEVIEVE HILLIS | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | VICE PRESIDENT & DIRECTOR | 0.25 | $0 | $0 | $0 |
| ROBERT H KLEIN JR | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MATT KOCH | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | SECRETARY | 0.25 | $0 | $0 | $0 |
| JOHN WALTER | ||||||||
| 6767 N INDUSTRIAL ROAD | MILWAUKEE | WI | 532235815 | TREASURER | 0.25 | $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 | $148,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,285,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,434,182 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,434,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,412,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $346 | TotalTaxAmt |
| Distributable Before Adj | $70,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $150 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,437 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $291,832 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $291,832 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $151,910 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $193,770 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $200,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,863 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $174,623 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $922,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $291,832 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $221,395 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,143,649 | 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 | $151,910 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $991,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $193,770 | ExcessFromYear4Amt |
| Excess From Year3 | $200,088 | ExcessFromYear3Amt |
| Excess From Year2 | $201,863 | ExcessFromYear2Amt |
| Excess From Year1 | $174,623 | ExcessFromYear1Amt |
| Excess From Current Year | $221,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGELESS AVIATION DREAMS FOUNDATION INC | ||||||||
| 1894 E WILLIAM ST STE 4 451 | CARSON CITY | NV | 89701 | N/A | PC | 2023 WAUKESHA DREAM FLIGHTS | $5,121 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE 17TH FLOOR STE | CHICAGO | IL | 60601 | N/A | PC | SUPPORT FOR RESEARCH AND CARE FOR INDIVIDUALS AFFECTED BY ALZHEIMER'S AND DEMENTIA | $23,571 | 1700 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | SUPPORT FOR RESEACH AND CARE FOR INDIVIDUALS AFFECTED BY HEART DISEASE AND STROKE | $2,000 | |
| BOYS AND GIRLS CLUB OF GREATER MILWAUKEE | ||||||||
| 1558 N 6TH ST | MILWAUKEE | WI | 53212 | N/A | PC | COLLEGE SIGNING DAY EVENT AND GRADUATION PLUS PROGRAMMING | $34,250 | |
| BROWNING ELEMENTARY SCHOOL | ||||||||
| 5440 N 64TH STREET | MILWAUKEE | WI | 53218 | N/A | GOV | EDUCATIONAL SUPPORT | $1,000 | |
| CHASING CHAD CORP | ||||||||
| W243N2724 CREEKSIDE DRIVE | PEWAUKEE | WI | 53072 | N/A | PC | SUPPORT FOR PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES AND FITNESS | $5,000 | |
| CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC | ||||||||
| PO BOX 1997 | MILWAUKEE | WI | 53201 | N/A | PC | SUPPORT FOR RESEARCH AND CRITICAL CARE OF SICK CHILDREN | $500 | |
| COA YOUTH & FAMILY CENTERS | ||||||||
| 909 EAST NORTH AVE | MILWAUKEE | WI | 53212 | N/A | PC | FAMILY & COMMUNITY SUPPORT | $750 | |
| CODE THE WAY INC | ||||||||
| 1140 GREENRIDGE TER | BROOKFIELD | WI | 53045 | N/A | PC | SUPPORT FOR EDUCATIONAL PROGRAMS ON HOW TO PROGRAM/CODE LIGHT SHOWS | $2,000 | |
| COLUMBIAN HIGH SCHOOL | ||||||||
| 300 SOUTH MONROE ST | TIFFIN | OH | 44883 | N/A | GOV | ROBERT G. FRIEDMAN SCHOLARSHIP SPONSORSHIP | $1,000 | |
| COMMUNITY ADVOCATES INC | ||||||||
| 728 NORTH JAMES LOVELL STREET | MILWAUKEE | WI | 53233 | N/A | PC | SUPPORT FOR LOW INCOME HOUSING AND INDIVIDUALS | $10,000 | |
| COMMUNITY PROJECTS COMMITTEE INC | ||||||||
| 3073 S CHASE AVE SUITE 210 | MILWAUKEE | WI | 53207 | N/A | PC | SUPPORT FOR LOW-INCOME SENIOR CITIZENS | $5,000 | |
| COURAGE INITIATIVE LTD | ||||||||
| 1544 S 6TH STREET | MILWAUKEE | WI | 53204 | N/A | PC | SUPPORT AND RESOURCES FOR LGBTQ+ YOUTH | $250 | |
| CURE VIOLENCE GLOBAL | ||||||||
| 100 N LASALLE ST STE 1800 | CHICAGO | IL | 60602 | N/A | PC | SUPPORT FOR COMMUNITIES TO IMPLEMENT VIOLENCE PREVENTION PROGRAMS | $10,000 | |
| DOMINICAN CENTER FOR WOMEN INC | ||||||||
| 2470 W LOCUST ST | MILWAUKEE | WI | 53206 | N/A | PC | SUPPORT FOR THE AMANI COMMUNITY | $1,200 | |
| ERAS SENIOR NETWORK INC | ||||||||
| 2607 N GRANDVIEW BLVD SUITE 150 | WAUKESHA | WI | 53188 | N/A | PC | SUPPORT FOR PROGRAMS THAT ASSIST SENIOR ADULTS IN MILWAUKEE COUNTY | $3,000 | |
| GATHERING OF SOUTHEAST WISCONSIN INC | ||||||||
| 804 E JUNEAU AVENUE | MILWAUKEE | WI | 53202 | N/A | PC | SUPPORT FOR PROGRAMS TO END HOMELESSNESS AND HUNGER IN THE MILWAUKEE AREA | $3,000 | |
| HAVENWOODS ECONOMIC DEVELOPMENT CORP | ||||||||
| 6161 N 64TH STREET | MILWAUKEE | WI | 53218 | N/A | PC | HAVENWOODS NEIGHBORHOOD PARTNERSHIP SUPPORT | $20,000 | |
| HOMETOWN HEROES INC | ||||||||
| 1000 BADGER CIRCLE | GRAFTON | WI | 53024 | N/A | PC | SUPPORT FOR CHILDREN AND SIBLINGS OF FALLEN U.S. SERVICE MEMBERS | $1,000 | |
| HUNGER TASK FORCE OF MILWAUKEE INC | ||||||||
| 5000 W ELECTRIC AVE | WEST MILWAUKEE | WI | 53219 | N/A | PC | PROVIDE FRESH PRODUCE TO LOCAL CHILDREN, FAMILIES AND SENIOR CITIZENS IN NEED | $13,000 | |
| ICE AGE TRAIL ALLIANCE | ||||||||
| PO BOX 128 | CROSS PLAINS | WI | 53528 | N/A | PC | SUPPORT FOR THE CONSERVATION OF THE ICE AGE NATIONAL SCENIC TRAIL | $250 | |
| IMERMAN ANGELS | ||||||||
| 205 W RANDOLPH ST 19TH FLOOR | CHICAGO | IL | 60606 | N/A | PC | SUPPORT FOR CANCER PATIENTS, SURVIVORS, AND CAREGIVERS | $500 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 11111 W LIBERTY DRIVE | MILWAUKEE | WI | 53224 | N/A | PC | EDUCATIONAL SUPPORT | $2,089 | |
| KOHLER SCHOOL FOUNDATION INC | ||||||||
| 333 UPPER RD | KOHLER | WI | 53044 | N/A | PC | EDUCATIONAL SUPPORT | $2,000 | |
| LEAD 2 CHANGE | ||||||||
| 5215 N IRONWOOD ROAD SUITE 200 | MILWAUKEE | WI | 53217 | N/A | PC | SUPPORT FOR STUDENTS TO BUILD A PROMISING FUTURE | $3,000 | |
| LIGHTHOUSE YOUTH CENTER INC | ||||||||
| 2457 W ROOSEVELT DR | MILWAUKEE | WI | 53209 | N/A | PC | YOUTH EDUCATIONAL PROGRAMS | $3,250 | |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC | ||||||||
| 6737 W WASHINGTON STREET 2275 | WEST ALLIS | WI | 53214 | N/A | PC | SUPPORT FOR THOSE RECOVERING FROM ADDICTION | $2,000 | |
| MELANIN MINDED FOUNDATION | ||||||||
| 4535 N OCONNOR RD APT 1216 | IRVING | TX | 75062 | N/A | PC | SUPPORT FOR ALZHEIMER'S AND DEMENTIA CAREGIVERS OF COLOR | $5,000 | |
| MIDWEST ATHLETES AGAINST CHILDHOOD CANCER INC | ||||||||
| 10000 W INNOVATION DR SUITE 135 | MILWAUKEE | WI | 53226 | N/A | PC | SUPPORT FOR PROGRAMS AND EVENTS, INCLUDING MOSE AND MSOE SMASHING CHILDHOOD CANCER E-SPORTS TOURNAMENT | $2,500 | |
| MILWAUKEE HOMELESS VETERANS INITIATIVE INC | ||||||||
| PO BOX 14575 | WEST ALLIS | WI | 53214 | N/A | PC | PROVIDE SUPPORT FOR HOMELESS AND AT-RISK VETERANS | $850 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 53202 | N/A | PC | EDUCATIONAL SUPPORT | $8,000 | |
| MILWAUKEE WORLD FESTIVAL INC | ||||||||
| 639 E SUMMERFEST PL | MILWAUKEE | WI | 532026216 | N/A | PC | SENIORFEST DAY 2023 | $22,152 | |
| MOVEMBER FOUNDATION | ||||||||
| 1616 17TH STREET | SANTA MONICA | CA | 90404 | N/A | PC | SUPPORT FOR MEDICAL RESEARCH FOR MEN'S HEALTH ISSUES | $3,500 | |
| NATIONAL ATAXIA FOUNDATION INCORPORATED | ||||||||
| PO BOX 17005 | HATTIESBURG | MS | 39404 | N/A | PC | MINKIN FUNDRAISER MATCH; SUPPORT FOR MEDICAL RESEARCH AND TREATMENT | $2,000 | |
| NATIONAL CENTER FOR WOMEN AND INFORMATION TECHNOLOGY | ||||||||
| 1909 26TH ST FLOOR 2 | BOULDER | CO | 80302 | N/A | PC | SUPPORT TO INCREASE PARTICIPATION OF GIRLS AND WOMEN IN COMPUTING | $2,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | MS BIKE RIDE; SUPPORT FOR MEDICAL RESEARCH AND TREATMENT | $2,000 | |
| NEW HORIZON CENTER INC | ||||||||
| PO BOX 71109 | MILWAUKEE | WI | 53211 | N/A | PC | SUPPORT FOR SOCIAL SERVICE PROGRAMS FOR THE COMMUNITY | $2,500 | |
| NORTHCOTT NEIGHBORHOOD HOUSE | ||||||||
| 2460 NORTH 6TH ST | MILWAUKEE | WI | 53212 | N/A | PC | SUPPORT FOR THE COMMUNITY THROUGH JOB TRAININGS AND FOOD PANTRY | $5,000 | |
| ONE HEARTLAND INC | ||||||||
| 26001 HEINZ ROAD STE 200 | WILLOW RIVER | MN | 55795 | N/A | PC | SUPPORT FOR YOUTH CAMP ACTIVITIES | $1,100 | |
| OZAUKEE FOOD ALLIANCE | ||||||||
| PO BOX 80304 | SAUKVILLE | WI | 53080 | N/A | PC | SUPPORT FOR OZAUKEE COMMUNITY THROUGH A FOOD PANTRY | $2,500 | |
| PATHFINDERS MILWAUKEE INC | ||||||||
| 4200 N HOLTON ST STE 400 | MILWAUKEE | WI | 53212 | N/A | PC | SUPPORT FOR YOUTH SAFETY AND STABILITY THROUGH MANY PROGRAMS | $500 | |
| PEACE FOR CHANGE ALLIANCE INC | ||||||||
| 2727 N 56TH ST | MILWAUKEE | WI | 53210 | N/A | PC | SUPPORT FOR SEMINAR PROGRAMS ADDRESSING MENTAL HEALTH, GUN VIOLENCE, AND BULLYING | $1,000 | |
| PEARLS FOR TEEN GIRLS INC | ||||||||
| 1805 N DR MARTIN LUTHER KING JR DR | MILWAUKEE | WI | 53212 | N/A | PC | SUPPORT FOR YOUNG WOMEN TO HAVE BETTER AND BRIGHTER FUTURES | $5,000 | |
| PIUS XI CATHOLIC HIGH SCHOOL | ||||||||
| 135 N 76TH ST | MILWAUKEE | WI | 53213 | N/A | PC | EDUCATIONAL SUPPORT | $250 | |
| RAISING THE BAR INC | ||||||||
| 8304 N 106TH STREET | MILWAUKEE | WI | 53224 | N/A | PC | SUPPORT FOR THE YOUTH COMMUNITY THROUGH PROGRAMS, EVENTS, AND MENTORSHIP | $9,500 | |
| REVITALIZE MILWAUKEE INC | ||||||||
| 840 N OLD WORLD THIRD STREET SUITE | MILWAUKEE | WI | 53203 | N/A | PC | PROVIDE EMERGENCY HOME REPAIRS FOR LOW-INCOME INDIVIDUALS | $5,000 | 600 |
| RIGHT RELIEF INC | ||||||||
| N82W16400 LAVERGNE CT | MENOMONEE FALLS | WI | 53051 | N/A | PC | SUPPORT FOR CAREGIVERS | $500 | |
| SCHOLASTIC FUND FOR STUDENTS OF HISPANIC DESCENT CORP | ||||||||
| PO BOX 552 | WAUKESHA | WI | 53187 | N/A | PC | SUPPORT FOR HISPANIC WAUKESHA CITY HIGH SCHOOL SENIORS THROUGH SCHOLARSHIPS | $1,500 | |
| SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC | ||||||||
| 4420 W VILET STREET | MILWAUKEE | WI | 53208 | N/A | PC | SUPPORT FOR PROGRAMS TO ENGAGE OLDER ADULTS IN THE COMMUNITY | $5,000 | |
| SHARP LITERACY INC | ||||||||
| 5775 N GLEN PARK ROAD SUITE 202 | MILWAUKEE | WI | 53209 | N/A | PC | EDUCATIONAL SUPPORT | $2,500 | |
| SILVER SPRING NEIGHBORHOOD CENTER INC | ||||||||
| 5460 NORTH 64TH STREET | MILWAUKEE | WI | 53218 | N/A | PC | FOOD PANTRY SUPPORTING SOUTHEASTERN WISCONSIN | $800 | |
| SOCIAL DEVELOPMENT FOUNDATION | ||||||||
| 1730 W NORTH AVENUE | MILWAUKEE | WI | 53205 | N/A | PC | SUPPORT FOR ANTI-POVERTY INITIATIVES THROUGH VARIOUS PROGRAMS | $2,500 | |
| SOJOURNER FOUNDATION INC | ||||||||
| 619 W WALNUT STREET | MILWAUKEE | WI | 532123839 | N/A | PC | SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE | $2,250 | |
| STEM FORWARD INC | ||||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 53202 | N/A | PC | SUPPORT FOR STEM EDUCATION FOR STUDENTS OF ANY AGE | $4,500 | |
| TERRY FRITZ MEMORIAL FOUNDATION INC | ||||||||
| N63 W14512 ASH DRIVE | MENOMONEE FALLS | WI | 53051 | N/A | PC | SUPPORT FOR AIDING PEOPLE WITH SUBSTANCE USE DISORDERS AND EDUCATING ON SIGNS OF ADDICTION | $2,000 | |
| THE BETTER PROJECT AWARENESS FOUNDATION | ||||||||
| 1232 N 22ND ST | MILWAUKEE | WI | 53205 | N/A | PC | SUPPORT FOR RAISING AWARENESS ABOUT THE BIRTH INJURY BRACHIAL PLEXUS PALSY | $2,500 | |
| UNDERDOG PET RESCUE OF WISCONSIN INC | ||||||||
| 231 S FAIR OAKS AVE | MADISON | WI | 53704 | N/A | PC | SUPPORT TO HELP ANIMALS IN NEED FIND PERMANENT HOMES | $100 | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | MILWAUKEE WALKATHON SPONSOR SUPPORTING EDUCATIONAL PROGRAMS | $2,000 | |
| UNITED PERFORMING ARTS FUND INC | ||||||||
| 301 W WISCONSIN AVENUE SUITE 600 | MILWAUKEE | WI | 53203 | N/A | PC | SUPPORT OF ANNUAL CAMPAIGN FOR THE PERFORMING ARTS | $3,000 | |
| UNIVERSITY OF WISCONSIN-MILWAUKEE FOUNDATION | ||||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | N/A | PC | SUPPORT FOR UW-MILWAUKEE'S EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS | $5,000 | |
| VIVENT HEALTH | ||||||||
| 648 N PLANKINTON AVE STE 200 | MILWAUKEE | WI | 53203 | N/A | PC | SUPPORT FOR INDIVIDUALS LIVING WITH HIV AND AIDS | $1,500 | |
| WASHINGTON STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 641927 | PULLMAN | WA | 99164 | N/A | PC | SUPPORT FOR THE GRANGER COBB INSTITUTE FOR SENIOR LIVING FUND | $10,000 | |
| WE BLACK WE GOLF | ||||||||
| 2971 S STRATTON DR | WEST ALLIS | WI | 53219 | N/A | PC | SUPPORT TO ENSURE ALL PEOPLE HAVE AN OPPORTUNITY TO BE EXPOSED TO THE GAME OF GOLF | $250 | |
| WISCONSIN HUMANE SOCIETY | ||||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | N/A | PC | ADOPTION AND SHELTER PROGRAMS FOR ANIMALS IN THE STATE OF WISCONSIN | $115 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,098 | 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 | $16,145 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,473 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,618 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECT SUPPLY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6767 N INDUSTRIAL RD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $211,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,518 | Amt |
| Net Investment Income | $1,759 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,759 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,194,320 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,194,320 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES & SERVICE CHARGES | $889 | $0 | $889 |
| ARENA EVENT SERVICES, INC. | $5,086 | $0 | $5,086 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANT PAID | Desc |
| Amt | $150 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE SERVICES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |