2023-01-13T16:29:30-06:00 2022-02-28 410746749 CLIFTONLARSONALLEN LLP 1 MAIN STREET SUITE 202 RACINE WI 53403 990 2021-03-01 200375310 THE CHARLES E KUBLY FOUNDATION INC FKA CHARLES E KUBLY FUND INC CHAR 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 KRISTINA RICK EXECUTIVE DIRECTOR 4144779959 2023-01-13 1 KRISTINA RICK 999009999 STEVEN C JOHNSON P00030988 2626379351 2023-01-12 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z KRISTINA RICK 1341 W MEQUON ROAD 220 MEQUON WI 53092 691810 0 X WWW.CHARLESEKUBLYFOUNDATION.ORG X 2003 WI THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. 10 10 2 10 0 0 379062 553005 0 0 1369 32603 -7288 -2167 373143 583441 236800 248807 0 0 118559 63001 0 0 14631 49982 82004 405341 393812 -32198 189629 1464023 1647046 28018 49061 1436005 1597985 X THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. 0 0 263438 248807 THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2021, $248,807 WAS DISTRIBUTED TO 28 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, PROVIDE QUALITY, RESEARCHED PROGRAMMING THAT SUPPORTS THOSE AFFECTED BY DEPRESSION AND SUICIDE PREVENTION EFFORTS, AND REACH OUT TO PEOPLE WITH DEPRESSION. 263438 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 2 1 0 0 0 0 0 1 1 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 WI X KRISTINA RICK 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 LINDA LUNDEEN PRESIDENT 2.00 X X 0 0 0 LORI R KILIAN VICE PRESIDENT 1.00 X X 0 0 0 LAURA KOPPA TREASURER 1.00 X X 0 0 0 LILY KUBLY SECRETARY 1.00 X X 0 0 0 DAN BIRD DIRECTOR 1.00 X 0 0 0 MOLLY KUBLY FRITZ DIRECTOR 1.00 X 0 0 0 THAYRE FAUST DIRECTOR 1.00 X 0 0 0 MEG FETHERSTON KASCH DIRECTOR 1.00 X 0 0 0 EVELYN KELLY DIRECTOR 1.00 X 0 0 0 ROSA KIM MD DIRECTOR 1.00 X 0 0 0 KRISTINA RICK EXECUTIVE DIRECTOR 30.00 X 56970 0 0 56970 0 0 0 0 0 0 0 239474 313531 553005 29078 29078 55205 51680 3525 3525 3525 54522 239474 56689 -2167 -2167 583441 0 0 30436 248807 248807 58524 14631 29262 14631 4477 4477 9459 9459 8229 8229 7335 7335 4809 4809 28221 28221 1600 1600 9600 9600 1451 1451 GRANT MANAGEMENT 6300 6300 BAD DEBTS 5000 5000 393812 263438 115743 14631 52435 64745 1369254 1577589 29334 0 13000 4712 1464023 1647046 0 5775 20000 40600 8018 2686 28018 49061 X 1406671 1597985 29334 0 1436005 1597985 1464023 1647046 189629 -27649 0 X 0 1 X 1 0 X 581162 1038284 658355 379062 535005 3191868 30430 103706 34506 1215 54522 224379 611592 1141990 692861 380277 589527 3416247 67451 73466 146723 66175 54177 407992 0 67451 73466 146723 66175 54177 407992 3008255 578 920 1565 1369 29078 33510 578 920 1565 1369 29078 33510 612170 1142910 694426 381646 618605 3449757 0.87200 0.87180 0.00970 0.00160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 983528 24525 -3469 1004584 939197 43450 881 983528 730358 208010 829 939197 730358 730358 1.00000 0 0 0 PAYROLL TAXES WITHHELD 2686 2686 X 604252 -27649 56689 29040 575212 8229 8229 583441 442272 56689 56689 385583 8229 8229 393812 PART V, LINE 4: THE FOUNDATION WILL ADOPT INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO FURTHER THE PROGRAMS SUPPORTED BY THE ENDOWMENT. PART X, LINE 2: THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 56,689. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 56,689. BENEFIT CONCERT 256164 239474 16690 15849 14867 700 7795 FUNDRAISING DINNER 37832 37832 17478 293996 239474 54522 15849 14867 700 25273 56689 -2167 1 CONCORDIA UNIVERSITY 12800 N LAKE DR MEQUON WI 53097 390833608 501(C)(3) 15900 0 PROGRAM SUPPORT ART WITH IMPACT 5214F DIAMOND HEIGHTS BLVD SAN FRANCISCO CA 94131 273321428 501(C)(3) 7500 0 PROGRAM SUPPORT ROCKETSHIP SCHOOLS 3003 W CLEVELAND AVENUE MILWAUKEE WI 53215 204040597 501(C)(3) 17000 0 PROGRAM SUPPORT GLENDALE POLICE DEPARTMENT 5909 N MILWAUKEE RIVER PARKWAY GLENDALE WI 53209 GOVERNMENT 8923 0 PROGRAM SUPPORT SAFE COMMUNITY COALITION 2453 ATWOOD AVENUE SUITE 21 MADISON WI 53704 392010839 501(C)(3) 10000 0 PROGRAM SUPPORT FORGE PO BOX 1272 MILWAUKEE WI 53201 201795062 501(C)(3) 10000 0 PROGRAM SUPPORT EX FABULA 206 E SMITH ST MILWAUKEE WI 53207 272991916 501(C)(3) 7800 0 PROGRAM SUPPORT FEAST OF CRISPIAN PO BOX 1038 MILWAUKEE WI 53201 810689965 501(C)(3) 15000 0 PROGRAM SUPPORT CENTER FOR SUICIDE AWARENESS 316 E 14TH ST KAUKAUNA WI 54130 461223558 501(C)(3) 25000 0 PROGRAM SUPPORT NAMI RACINE COUNTY 2300 DEKOVEN AVENUE RACINE WI 53403 391341452 501(C)(3) 10000 0 PROGRAM SUPPORT MENTAL HEALTH AMERICA (MHA) OF WISCONSIN 600 W VIRGINIA SUITE 502 MILWAUKEE WI 53204 390827843 501(C)(3) 15000 0 PROGRAM SUPPORT SIXTEENTH STREET COMMUNITY HEALTH CENTERS 1337 S CESAR E CHAVEZ DR MILWAUKEE WI 53204 391180475 501(C)(3) 15000 0 PROGRAM SUPPORT ASCENSION ALL SAINTS HOSPITAL FOUNDATION 3805-B SPRING STE 220 RACINE WI 53405 391570877 501(C)(3) 11544 0 PROGRAM SUPPORT REDGEN 4230 N OAKLAND AVE STE 152 SHOREWOOD WI 53211 471932530 501(C)(3) 7340 0 PROGRAM SUPPORT KRADWELL SCHOOL 1220 DEWEY AVENUE WAUWATOSA WI 53213 396044569 501(C)(3) 8000 0 PROGRAM SUPPORT WISCONSIN VETERANS NETWORK 6317 W GREENFIELD AVE WEST ALLIS WI 53214 821043745 501(C)(3) 10000 0 PROGRAM SUPPORT ERIKA'S LIGHTHOUSE PO BOX 616 WINNETKA IL 60093 201069100 501(C)(3) 10000 0 PROGRAM SUPPORT 27 PART I, LINE 2: A GRANT REPORT IS REQUIRED WITHIN 30 DAYS OF THE COMPLETION OF A FUNDED INITIATIVE. IF MONIES ARE BEING DISBURSED IN INSTALLMENTS DUE TO THE NATURE OF THE INITIATIVE, THEN INTERIM REPORTS ARE REQUIRED AND REVIEWED BY THE BOARD BEFORE THE NEXT INSTALLMENT IS PAID. THE FOUNDATION GENERALLY WILL NOT FUND A NEW REQUEST FROM AN ORGANIZATION UNLESS ALL REQUIRED PAST REPORTS HAVE BEEN RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 MOLLY KUBLY FRITZ AND LILY KUBLY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR CIRCULATES THE RETURN AMONG THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C IF A BOARD MEMBER IS INVOLVED WITH AN ORGANIZATION SUBMITTING A GRANT, THAT BOARD MEMBER CANNOT PARTICIPATE IN THE REVIEW OR VOTING FOR THE PROJECT. FORM 990, PART VI, SECTION B, LINE 15A ANY INCREASE TO THE SALARY FOR THE EXECUTIVE DIRECTOR IS REVIEWED IN DETAIL AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. CONSIDERATION WOULD INCLUDE COMPARISONS TO SIMILAR LOCAL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST.