SIEBERT LUTHERAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SIEBERT LUTHERAN FOUNDATION INC (EIN 39-6050046)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202133129349100868
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T08:50:26-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 W INNOVATION DR STE 300 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396050046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEBERT LUTHERAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIEB | BusinessNameControlTxt |
| Phone | 4142692832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 755 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURTISS KRUEGER | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 4142692832 | PhoneNum |
| Signature | 2021-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KURTISS | PersonFirstNm |
| Person Last | KRUEGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL M SENGER CPA | PreparerPersonNm |
| PTIN | P00005154 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2021-10-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,201,387 | 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 | $155,925 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,309,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,309,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,403,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,908,889 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,403,699 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,145 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,720 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,880,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,716,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $320,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,147 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $272,828 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $319,670 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $47,950 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $271,720 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $188,163 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,224 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $159,939 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,497 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,275 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,222 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $77,676 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $69,908 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,768 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $310,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $308,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $270,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $71,986 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,798 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $54,492 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,174 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,318 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,760 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $714 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,046 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $208,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,284 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $185,394 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,834,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $547,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $956,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,980,927 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,980,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,815,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $547,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,937,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,064,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,169,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250 | CashBOYAmt |
| Cash EOY | $250 | CashEOYAmt |
| Cash EOYFMV | $250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $117,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,056 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,056 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,415,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,975,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,555,362 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $685,313 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $255,455 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $504,813 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $429,858 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $429,858 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $63,876,034 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,509,038 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $110,151,861 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $74,913,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,978,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,201,387 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $74,913,525 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $91,978,411 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,913,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,978,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,913,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,978,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,913,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,064,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,978,411 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,978,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $35,908,889 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,505,190 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,403,699 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,403,699 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,403,699 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $308,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $308,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $308,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $309,332 | 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 | $309,332 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,182 | OverpaymentAmt |
| Applied To ES Tax | $1,182 | 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 | Yes (1) | 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 | WWW.SIEBERTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHARLOTTE JOHN-GOMEZ PRESIDENT | IndividualWithBooksNm |
| Phone | 4142692832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 755 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | 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 | Yes (1) | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | PRESIDENT | 40.00 | $161,250 | $60,680 | $0 |
| RONALD JONES | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | PAST PRESIDENT - RETIRED | 1.00 | $32,225 | $0 | $0 |
| DENI NAUMANN | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | CHAIR | 4.00 | $10,000 | $0 | $0 |
| THOMAS KAMMERAIT | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | VICE CHAIR - SECRETARY | 4.00 | $7,500 | $0 | $0 |
| JULIE VAN CLEAVE | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | TREASURER | 4.00 | $10,000 | $0 | $0 |
| KURT BECHTHOLD | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| KNUTE JACOBSON | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| KURTISS KRUEGER | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| DR JOAN M PRINCE | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| DAVID RODGERS | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| ABIGAIL SCHUMWINGER | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| JOHN SELLARS | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| DEREK TYUS | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| DR EMILY VAN DUNK | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
| JOHN C ZIMDARS JR | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EDGAR RUSSELL | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | IMPACT & PROGRAM DIR | 40.00 | $88,395 | $14,298 | $0 |
| MICHELLE BURMEISTER | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | COMM DIRECTOR & PROG | 28.00 | $62,477 | $10,415 | $0 |
| JAQUITA MONTGOMERY | ||||||||
| P O BOX 755 | MILWAUKEE | WI | 53201 | OPERATIONS SPECIALIS | 40.00 | $55,026 | $17,510 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JENNISON | |||||
| 30 SCRANTON OFFICE PARK | MOOSIE | PA | 18507 | INVESTMENT ADVISOR | $112,498 |
| MELLON INVESTMENTS CORPORATION | |||||
| PO BOX 81249 | WOBURN | MA | 018131249 | INVESTMENT ADVISOR | $80,463 |
| CLIFTONLARSONALLEN LLP | |||||
| 10401 W INNOVATION DR STE 300 | WAUWATOSA | WI | 53226 | ACCOUNTING | $73,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $101,177,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,452,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $477,559 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,107,442 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,107,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,621,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,485,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,324,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,324,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $308,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $308,150 | TotalTaxAmt |
| Distributable Before Adj | $5,016,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,425 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,024,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,024,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,937,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,937,362 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,937,362 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,024,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $238,793 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $275,414 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $322,491 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $836,698 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,937,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,937,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $87,205 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $87,205 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $749,493 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $749,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $151,588 | ExcessFromYear3Amt |
| Excess From Year2 | $275,414 | ExcessFromYear2Amt |
| Excess From Year1 | $322,491 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIEBERT LUTHERAN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 758 N 27TH STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142692832 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS AND LETTERS OF INQUIRY MUST BE SUBMITTED ONLINE AT HTTPS://WWW.SIEBERTFOUNDATION.ORG/ONLINE-GRANT-PORTAL. PROSPECTIVE GRANTEES SHOULD FIRST SUBMIT AN ONLINE LETTER OF INQUIRY, AND THEN UPON RECEIVING APPROVAL SHOULD COMPLETE THE ONLINE GRANT APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INQUIRY ARE DUE JUNE 10TH & DEC 10TH; GRANT APPLICATIONS ARE DUE JULY 10TH & JANUARY 10TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | C. GRANT FUNDING PRIORITIES INCLUDE: (1) GROWING THE BODY OF CHRIST BY INVESTING IN LUTHERAN LEADERS, MINISTRIES AND EVANGELISM. (2) EDUCATING WHILE SHARING THE GOSPEL OF JESUS CHRIST BY FUNDING HIGH-PERFORMING LUTHERAN-AFFILIATED SCHOOLS AND OTHER EDUCATION PROGRAMS THAT PROVIDE CHILDREN AND YOUTH IN SOCIOECONOMICALLY DISADVANTAGED COMMUNITIES A PATH TO CHRIST-CENTERED ACADEMIC SUCCESS, EMPOWERMENT AND HOPE FOR THEMSELVES AND FUTURE GENERATIONS. (3) SERVING AS THE HANDS AND FEET OF CHRIST BY SUPPORTING EFFECTIVE STRATEGIES AT LUTHERAN CHURCHES AND CHURCH-AFFILIATED ORGANIZATIONS TO MEET THE BASIC SHORT-TERM NEEDS OF DISADVANTAGED PEOPLE AND TO CREATE PATHWAYS TOWARD GREATER SELF-SUFFICIENCY AND EMPOWERMENT FOR ALL PEOPLE. AWARDS ARE ALSO GIVEN IN THE FORM OF SEMINARY FINANCIAL AID FOR NON-TRADITIONAL PATHS TO ORDINATION AND PASTORAL LEADERSHIP DEVELOPMENT FOR ORDAINED PASTORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL PEOPLES CHURCH | |||||||
| 2600 NORTH 2ND STREET | MILWAUKEE | WI | 53212 | N/A | PC | NEIGHBORHOOD MINISTER, CROSS-GENERATIONAL MINISTRY, YOUTH MINISTRY, PERSONNEL | $64,000 |
| ASCENSION LUTHERAN CHURCH | |||||||
| 1236 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | SUMMER YOUTH PROGRAM | $18,000 |
| BEAUTIFUL SAVIOR CHURCH | |||||||
| 3205 N 85TH STREET | MILWAUKEE | WI | 53222 | N/A | PC | NEIGHBORHOOD MINISTER, YOUTH PROGRAMS | $25,250 |
| BREAD OF HEALING CLINIC | |||||||
| 1821 N 16TH ST | MILWAUKEE | WI | 53205 | N/A | PC | PROGRAM FUNDING, RENOVATION, HEALTHCARE FOR UNINSURED | $86,027 |
| CAMP LUTHER INC | |||||||
| 1889 KOUBENEC RD | THREE LAKES | WI | 54562 | N/A | PC | JUNIOR COUNSELOR PROGRAM, EVERY KID TO CAMP PROGRAM | $27,000 |
| CARTHAGE COLLEGE | |||||||
| 2001 ALFORD PARK DRIVE | KENOSHA | WI | 53140 | N/A | PC | URBAN TEACHER PREP, HS DUAL CREDIT PROGRAM | $21,400 |
| CENTER FOR URBAN TEACHING | |||||||
| 2600 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | N/A | PC | URBAN TEACHER PIPELINE, TEACHER LEADERSHIP TRAINING & SUMMER SCHOOL PROGRAM | $166,682 |
| CHAPLAINS IN SCHOOL INC | |||||||
| 2225 N 1ST ST | MILWAUKEE | WI | 53212 | N/A | PC | DIGITAL EVANGELISM & FAITH DEVELOPMENT PROGRAMS | $52,000 |
| CONCORDIA SEMINARY | |||||||
| 801 SEMINARY PLACE | ST LOUIS | MO | 63105 | N/A | PC | SEMINARY SCHOLARSHIP | $9,000 |
| CONCORDIA UNIVERSITY - WISCONSIN | |||||||
| 12800 N LAKE SHORE DR | MEQUON | WI | 53097 | N/A | PC | PROJECT INVEST, CLOSING THE ACHIEVEMENT GAP CONSORTIUM | $49,000 |
| CROSS LUTHERAN CHURCH | |||||||
| 1821 N 16TH ST | MILWAUKEE | WI | 53205 | N/A | PC | BREAD OF HEALING, NAACP YOUTH COUNCIL, WELLNESS & YOUTH MENTORING | $111,500 |
| DATA YOU CAN USE | |||||||
| 1240 NORTH 10TH ST STE 268 | MILWAUKEE | WI | 53205 | N/A | PC | DATA DREAM SPONSORSHIP | $5,000 |
| ELCA GREATER MILWAUKEE SYNOD | |||||||
| 1212 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION | $80,000 |
| ELCA GREATER MILWAUKEE SYNOD - BREAKING THE CHAINS | |||||||
| 1212 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | PRISON MINISTRY | $4,000 |
| ELCA GREATER MILWAUKEE SYNOD - LUTHERAN CAMPUS MINISTRY | |||||||
| 3074 N MARYLAND AVE | MILWAUKEE | WI | 53211 | N/A | PC | CAMPUS MINISTRY | $1,580 |
| ELCA GREATER MILWAUKEE SYNOD - THE TABLE | |||||||
| 1212 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | FACILITATED LABYRINTH WALKS AND READING CIRCLES | $5,000 |
| ELCA NORTHWEST SYNOD | |||||||
| 944 24 AND ONE QUARTER ST | CHETEK | WI | 54728 | N/A | PC | INNOVATIONS IN MINISTRY | $2,527 |
| ELCA OUTREACH CENTER | |||||||
| 6218 26TH AVE | KENOSHA | WI | 53143 | N/A | PC | HELPING CITIZENS TOWARD SELF-SUFFICIENCY | $37,526 |
| ELCA SOUTH-CENTRAL SYNOD | |||||||
| 6401 ODANA RD STE 20 | MADISON | WI | 53719 | N/A | PC | PARROQUIA SANTA MARIA NEW START | $10,000 |
| ELCA WORLD HUNGER | |||||||
| 8765 W HIGGINS RD | CHICAGO | IL | 60631 | N/A | PC | PROGRAM FUNDING | $5,000 |
| EMAUS ELCA | |||||||
| 1925 SUMMIT AVE | RACINE | WI | 53404 | N/A | PC | NEIGHBORHOOD MINISTER, EASY PROGRAM, YOUTH MINISTRY | $86,500 |
| FAITH LUTHERAN CHURCH | |||||||
| 1000 SOUTH LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | NEIGHBORHOOD MINISTER | $20,000 |
| FEEDING AMERICA EASTERN WISCONSIN | |||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | N/A | PC | FOOD PANTRIES & CAPACITY BUILDING FOR SOLVING HUNGER | $93,105 |
| GRACE IN ACTION | |||||||
| 201 N STATE ST | NEW ULM | MN | 56073 | N/A | PC | PASTORAL LEADERSHIP DEVELOPMENT | $97,816 |
| HEPHATHA LUTHERAN CHURCH | |||||||
| 1720 W LOCUST ST | MILWAUKEE | WI | 53206 | N/A | PC | SISTERS NORTH PROGRAM, NEIGHBORHOOD MINISTER, CHROMEBOOKS TO BUILD COMMUNITY, & OTHER PROGRAMS | $97,553 |
| HOLY CROSS LUTHERAN CHURCH | |||||||
| W156 N8131 PILGRIM RD | MENOMONEE FALLS | WI | 53051 | N/A | PC | PROGRAM FUNDING | $5,000 |
| INCARNATION LUTHERAN CHURCH | |||||||
| 1510 W KEEFE AVE | MILWAUKEE | WI | 53206 | N/A | PC | SUMMER YOUTH PROGRAM | $15,000 |
| JOURNEYS LUTHERAN SCHOOL | |||||||
| 5425 S 111TH ST | HALES CORNERS | WI | 53130 | N/A | PC | K-8TH GRADE STUDENT PREP, MOSAICS CURRICULUM | $4,106 |
| JUST ONE MORE MINISTRY | |||||||
| 4180 N LYDELL AVE | GLENDALE | WI | 53212 | N/A | PC | OPERATING SUPPORT & OUTREACH EFFORTS | $75,000 |
| KINGDOM PREP LUTHERAN HIGH SCHOOL | |||||||
| 2520 N WAUWATOSA AVE | WAUWATOSA | WI | 53213 | N/A | PC | NEW SCHOOL START-UP AND HS TUITION ASSISTANCE | $141,808 |
| LAKE PARK LUTHERAN CHURCH | |||||||
| 2647 NORTH STOWELL AVENUE | MILWAUKEE | WI | 53211 | N/A | PC | CAPACITY BUILDING FOR RACIAL EQUITY AND INCLUSION | $10,000 |
| LAKES AREA CHRISTIAN FELLOWSHIP | |||||||
| 1167 ALPINE DR | NEKOOSA | WI | 54457 | N/A | PC | COFFEE MINISTRY | $1,500 |
| LIGHTHOUSE YOUTH CENTER | |||||||
| 5641 N 68TH ST | MILWAUKEE | WI | 53218 | N/A | PC | AFTER-SCHOOL & SUMMER LEADERSHIP DEVELOPMENT, VICARS & WLC STUDENTS | $62,527 |
| LUTHER SEMINARY | |||||||
| 2481 COMO AVE | ST PAUL | MN | 55108 | N/A | PC | MISSIONAL LEADERSHIP COHORT FOR WISCONSIN PASTORS | $50,000 |
| LUTHERAN CAMPUS MINISTRY IN GREATER MILWAUKEE | |||||||
| 3074 N MARYLAND AVE | MILWAUKEE | WI | 53211 | N/A | PC | PEER MINISTER PROJECT, CAMPUS MINISTRY | $22,200 |
| LUTHERAN CHURCH OF THE REFORMATION | |||||||
| 3806 WEST LISBON AVE | MILWAUKEE | WI | 53208 | N/A | PC | NEIGHBORHOOD MINISTER, YEAR-ROUND & SUMMER PROGRAMS, OPERATIONAL SUPPORT | $80,000 |
| LUTHERAN COUNSELING & FAMILY SERVICES | |||||||
| 3800 N MAYFAIR RD | WAUWATOSA | WI | 53222 | N/A | PC | COUNSELING PROGRAMS, STRATEGIC GROWTH PLANNING | $43,952 |
| LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE | |||||||
| 10427 W LINCOLN AVE | GREENDALE | WI | 53129 | N/A | PC | TUITION ASSISTANCE, LAUNCH TRIUN3 | $131,891 |
| LUTHERAN SCHOOL OF THEOLOGY AT CHICAGO | |||||||
| 1100 EAST 55TH ST | CHICAGO | IL | 60615 | N/A | PC | SUPPORT FOR WISCONSIN PASTORAL INTERNSHIP SITES | $45,000 |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN | |||||||
| 6737 W WASHINGTON ST STE 2275 | WEST ALLIS | WI | 53214 | N/A | PC | HOMME YOUTH CENTER, ASPEN CENTER, NW MILWAUKEE FAMILY & WELLNESS COLLABORATIVE | $143,053 |
| LUTHERAN URBAN MISSION INITIATIVE INC | |||||||
| 8242 N GRANVILLE RD | MILWAUKEE | WI | 53224 | N/A | PC | OPPORTUNITY ACADEMY, COVID-19 REOPENING PLAN, AND OTHER PROGRAMS | $79,553 |
| LUTHERDALE MINISTRIES | |||||||
| N7891 US HWY 12 | ELKHORN | WI | 53121 | N/A | PC | SUMMER CAMP, YOUTH MINISTRY CAMPING PROGRAMS | $17,050 |
| MILWAUKEE COMMUNITY BUSINESS COLLABORATIVE DBA MILWAUKEE JOBSWORK | |||||||
| 2821 N VEL R PHILLIPS AVE STE 300 | MILWAUKEE | WI | 53212 | N/A | PC | JOB TRAINING, PLACEMENT & SUPPORT | $24,078 |
| MT CALVARY EVANGELICAL LUTHERAN CHURCH | |||||||
| 2862 N 53RD ST | MILWAUKEE | WI | 53210 | N/A | PC | CHURCH ECONOMICS ACCELERATOR, NEIGHBORHOOD MINISTER, YOUTH MINISTER | $41,000 |
| MT LEBANON LUTHERAN SCHOOL | |||||||
| 6100 W HAMPTON AVE | MILWAUKEE | WI | 53218 | N/A | PC | COMMUNITY FOR THE COMMUNITY: PARTNER EXPANSION PROJECT & OTHER PROGRAMS | $30,527 |
| NEAR WEST SIDE PARTNERS | |||||||
| 624 NORTH 24TH ST | MILWAUKEE | WI | 53233 | N/A | PC | OPERATING SUPPORT | $1,000 |
| NEIGHBORHOOD HOUSE OF MILWAUKEE | |||||||
| 2819 WEST RICHARDSON PL | MILWAUKEE | WI | 53208 | N/A | PC | NEAR WESTSIDE FOOD PANTRY | $10,000 |
| NORTH WISCONSIN DISTRICT LCMS | |||||||
| 3103 SEYMOUR LN | WAUSAU | WI | 54401 | N/A | PC | SMP PROGRAM FINANCIAL AID | $12,000 |
| OUR REDEEMER LUTHERAN CHURCH | |||||||
| 10025 W NORTH AVENUE | WAUWATOSA | WI | 53226 | N/A | PC | LOVE OF CHRIST STAFF DEVELOPMENT | $5,000 |
| OUTREACH FOR HOPE INC | |||||||
| 1212 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | PROGRAM FUNDING | $10,000 |
| PASTORAL LEADERSHIP INSTITUTE | |||||||
| PO BOX 972 | WHEATON | IL | 60187 | N/A | PC | PASTORAL LEADERSHIP DEVELOPMENT | $70,016 |
| PROJECT RETURN | |||||||
| 2821 VEL R PHILLIPS AVE STE 223 | MILWAUKEE | WI | 53212 | N/A | PC | EX-OFFENDER EMPLOYMENT AND RE-ENTRY | $71,104 |
| RACINE LUTHERAN HIGH SCHOOL | |||||||
| 251 LUEDTKE AVE | RACINE | WI | 53405 | N/A | PC | TUITION ASSISTANCE, CAPITAL CAMPAIGN & EXPANSION | $23,808 |
| REDEEMER LUTHERAN CHURCH | |||||||
| 631 N 19TH ST | MILWAUKEE | WI | 53233 | N/A | PC | RENOVATION AND REDEVELOPMENT OF CHURCH FOR COMMUNITY OUTREACH | $43,226 |
| RESURRECTION LUTHERAN CHURCH | |||||||
| 12400 W COLD SPRING RD | NEW BERLIN | WI | 53151 | N/A | PC | VIRTUAL WORSHIP | $6,000 |
| RESURRECTION LUTHERAN CHURCH | |||||||
| 6705 WESNER LANE | VERONA | WI | 53593 | N/A | PC | NEW CONGREGATION IN MONROE | $10,000 |
| RISEN SAVIOR LUTHERAN CHURCH | |||||||
| 9550 W BROWN DEER RD | MILWAUKEE | WI | 53224 | N/A | PC | EAST CAMPUS SCHOOL EXPANSION & SUMMER CAMP RESIDENT | $41,000 |
| SERENITY INNS INC | |||||||
| 2825 W BROWN ST | MILWAUKEE | WI | 53208 | N/A | PC | ADDICTION TREATMENT, HOUSING AND COUNSELING | $130,080 |
| SHINING STAR CHRISTIAN SCHOOL | |||||||
| 4050 NORTH 95TH ST | MILWAUKEE | WI | 53222 | N/A | PC | VIRTUAL INSTRUCTION TECHNOLOGY DEVELOPMENT | $50,000 |
| SHORELAND LUTHERAN HIGH SCHOOL | |||||||
| PO BOX 295 | SOMERS | WI | 53171 | N/A | PC | HIGH SCHOOL TUITION ASSISTANCE | $10,835 |
| SOUTH WISCONSIN DISTRICT LC-MS | |||||||
| 8100 W CAPITOL DR | MILWAUKEE | WI | 53222 | N/A | PC | RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION, SMP SEMINARY EDUCATION SUPPORT | $90,000 |
| ST JOHN'S LUTHERAN CHURCH | |||||||
| 322 EAST WASHINGTON AVE | MADISON | WI | 53703 | N/A | PC | COMMUNITY MINISTRY FOR THE CAP EAST NEIGHBORHOOD | $15,000 |
| ST JOHN'S LUTHERAN SCHOOL | |||||||
| 4001 SOUTH 68TH ST | MILWAUKEE | WI | 53220 | N/A | PC | EXPANSION AND IMPROVEMENT PROJECT | $25,000 |
| ST MARCUS LUTHERAN SCHOOL | |||||||
| 2215 N PALMER ST | MILWAUKEE | WI | 53212 | N/A | PC | K-8 OPERATING SUPPORT, COMMUNITY ENGAGEMENT, WRAP-AROUND SERVICES, EXPANSION | $118,053 |
| ST MARK EVANGELICAL LUTHERAN CHURCH | |||||||
| 2066 LAWRENCE DR | DE PERE | WI | 54115 | N/A | PC | ON-LINE WORSHIP SERVICES AND OPERATING SUPPORT | $50,000 |
| ST MARK'S LUTHERAN CHURCH | |||||||
| 605 SPRUCE ST | MADISON | WI | 53715 | N/A | PC | SPIRITUALITY SUPPORT GROUP AND BIBLE STUDY | $10,000 |
| ST PAUL'S EVANGELICAL LUTHERAN CHURCH | |||||||
| 181 MAIN ST | ADAMS | WI | 53910 | N/A | PC | ADAMS-FRIENDSHIP MISSION BUILDING PROJECT | $50,000 |
| ST PHILIP'S LUTHERAN CHURCH | |||||||
| 3012 N HOLTON ST | MILWAUKEE | WI | 53212 | N/A | PC | PROGRAM FUNDING | $7,500 |
| STAR OF BETHLEHEM LUTHERAN CHURCH | |||||||
| 3700 S CASPER DR | NEW BERLIN | WI | 53151 | N/A | PC | NEW BUILDING PROJECT | $5,000 |
| THE LUTHERAN HOME FOUNDATION INC | |||||||
| 8220 HARWOOD AVE | WAUWATOSA | WI | 53213 | N/A | PC | TITLE 19 CHARITY CARE | $2,500 |
| TIME OF GRACE MINISTRY | |||||||
| 101 E NORTH AVE | MILWAUKEE | WI | 53212 | N/A | PC | OPERATIONAL SUPPORT | $5,265 |
| UNITY EVANGELICAL LUTHERAN CHURCH | |||||||
| 1025 E OKLAHOMA AVE | MILWAUKEE | WI | 53207 | N/A | PC | LOVE CHRIST BY LOVING NEIGHBORS | $19,000 |
| UNITY IN MOTION | |||||||
| 2824A NORTH PIERCE ST | MILWAUKEE | WI | 53212 | N/A | PC | YEAR-ROUND & SUMMER YOUTH PROGRAMS | $26,000 |
| UNITY LUTHERAN CHURCH | |||||||
| 20700 W NORTH AVENUE | BROOKFIELD | WI | 53045 | N/A | PC | ENHANCED OUTDOOR WORSHIP AND COMMUNITY SPACE | $69,000 |
| VIBRANT FAITH MINISTRIES | |||||||
| 138 RIVER WOODS LN | BURNSVILLE | MN | 55337 | N/A | PC | PASTORAL LEADERSHIP DEVELOPMENT | $88,291 |
| WARTBURG THEOLOGICAL SEMINARY | |||||||
| 333 WARTBURG PL | DUBUQUE | IA | 52003 | N/A | PC | SEMINARY SCHOLARSHIP | $53,000 |
| WISCONSIN EVANGELICAL LUTHERAN SYNOD | |||||||
| N16 W23377 STONE RIDGE DR | WAUKESHA | WI | 53188 | N/A | PC | RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION | $140,000 |
| WISCONSIN EVANGELICAL LUTHERAN SYNOD KINGDOM WORKERS INC | |||||||
| N16 W23377 STONE RIDGE DR | WAUKESHA | WI | 53188 | N/A | PC | SHARING JESUS THROUGH FAMILY SUPPORT SERVICES | $35,000 |
| WISCONSIN INMATE EDUCATION ASSOCIATION | |||||||
| 1201 SWEETBRIAR LN | HARTLAND | WI | 53029 | N/A | PC | PRISON EDUCATION BA DEGREE IN BIBLICAL STUDIES AND FIELD MENTOR PROGRAM, OPERATION TRANSFORMATION, OTHER PROGRAMS | $65,133 |
| WISCONSIN LUTHERAN CHAPEL | |||||||
| 220 W GILMAN ST | MADISON | WI | 53703 | N/A | PC | CHAPEL AND STUDENT CENTER | $10,000 |
| WISCONSIN LUTHERAN CHILD & FAMILY SERVICES | |||||||
| W175 N11120 STONEWOOD DR | GERMANTOWN | WI | 53022 | N/A | PC | SCHOOL BASED MENTAL HEALTH COUNSELING AND STRONG EXPANSION, SCHOOL-BASED COUNSELING EXPANSION, OTHER PROGRAMS | $162,500 |
| WISCONSIN LUTHERAN COLLEGE | |||||||
| 8800 W BLUEMOUND RD | MILWAUKEE | WI | 53226 | N/A | PC | CENTER FOR CHRISTIAN LEADERSHIP OPERATIONAL FUNDING, CHRISTIAN LEADERSHIP PROGRAM | $62,760 |
| WISCONSIN LUTHERAN HIGH SCHOOL | |||||||
| 330 N GLENVIEW AVE | MILWAUKEE | WI | 53213 | N/A | PC | HS TUITION ASSISTANCE, IMAGINE THE FUTURE CAMPAIGN, VIKING FUND, & BETTER TOGETHER GRANT | $142,645 |
| WISCONSIN PHILANTHROPY NETWORK | |||||||
| 15850 W BLUEMOUND RD STE 204 | BROOKFIELD | WI | 53005 | N/A | PC | 2020 LEADERSHIP ADVANCED COHORT PARTICIPANTS, WISCONSIN PHILANTHROPY NETWORK & PHILANTHROPIC CAPACITY BUILDING | $26,500 |
| WOMEN'S LEADERSHIP INSTITUTE AT CONCORDIA UNIVERSITY WI | |||||||
| 12800 N LAKE SHORE DR | MEQUON | WI | 53097 | N/A | PC | INTERGENERATIONAL MENTORSHIP PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,980,927 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARTHAGE COLLEGE | |||||||
| 2001 ALFORD PARK DRIVE | KENOSHA | WI | 53140 | N/A | PC | PROGRAM FUNDING | $17,900 |
| ELCA EAST CENTRAL SYNOD OF WI | |||||||
| 16 TRI-PARK WAY | APPLETON | WI | 54914 | N/A | PC | PROGRAM FUNDING | $15,000 |
| FEEDING AMERICA EASTERN WISCONSIN | |||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | N/A | PC | FOOD PANTRIES & CAPACITY BUILDING FOR SOLVING HUNGER | $75,000 |
| LAKE PARK LUTHERAN CHURCH | |||||||
| 2647 NORTH STOWELL AVENUE | MILWAUKEE | WI | 53211 | N/A | PC | PROGRAM FUNDING | $10,000 |
| LUTHERAN CHURCH OF THE REFORMATION | |||||||
| 3806 WEST LISBON AVE | MILWAUKEE | WI | 53208 | N/A | PC | PROGRAM FUNDING | $25,676 |
| LUTHERAN URBAN MISSION INITIATIVE INC | |||||||
| 8242 N GRANVILLE RD | MILWAUKEE | WI | 53224 | N/A | PC | PROGRAM FUNDING | $65,000 |
| ST MARK'S LUTHERAN CHURCH | |||||||
| 605 SPRUCE ST | MADISON | WI | 53715 | N/A | PC | PROGRAM FUNDING | $14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $222,576 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,309,747 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,720 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,403,699 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS RETURNED TO ORG | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,425 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,724,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,724,817 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KURT LORI BECHTHOLD | |||||||
| 1 | 9701 N COLUMBIA DR | MEQUON | WI | 53092 | $100,000 | Yes (X) | |
| KAMMERAIT FAMILY | |||||||
| 2 | 4022 W RAVENNA CT | MEQUON | WI | 53092 | $15,750 | Yes (X) | |
| WILLIAM AND CHRISTIE KRUGLER | |||||||
| 3 | 6012 N BERKELEY BLVD | WHITEFISH BAY | WI | 53217 | $10,000 | Yes (X) | |
| JULIE AND JAY VAN CLEAVE | |||||||
| 4 | 12850 ELMWOOD RD | ELM GROVE | WI | 53122 | $5,000 | Yes (X) | |
| BECHTHOLD FAMILY | |||||||
| 5 | 9701 N COLUMBIA DR | MEQUON | WI | 53092 | $5,000 | Yes (X) | |
| BRENDA SKELTON JIM BENDTSEN | |||||||
| 6 | S90 W22795 MILWAUKEE AVE | BIG BEND | WI | 53103 | $5,000 | Yes (X) | |
| DENI MICHAEL NAUMANN | |||||||
| 7 | 1901 WATERBEND DR | VERONA | WI | 53593 | $5,324 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 7 | ContributorNum |
| Noncash Property | 10 SH ADOBE | NoncashPropertyDesc |
| Fair Market Value | $5,291 | FairMarketValueAmt |
| Received | 2020-09-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $69,676 | $62,708 | $6,968 |
| AUDIT FEES | $8,000 | $7,200 | $800 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (82 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,928 SH ADT INC | $133,989 | $125,035 |
| 4745 SH ACADIA HEALTHCARE | $153,022 | $238,484 |
| 6376 SH ADAPTHEALTH | $104,478 | $239,483 |
| 3616 SH AEROJET | $168,620 | $191,106 |
| 1822 SH ARAMARK | $68,418 | $70,111 |
| 4635 SH BRP GROUP | $135,105 | $138,911 |
| 7414 SH BLOOMIN | $118,825 | $143,980 |
| 2130 SH BRINKS | $176,128 | $153,360 |
| 4225 SH BUILDERS FIRSTSOURCE | $95,981 | $172,422 |
| 16,957 SH CNX RESOURCES | $172,103 | $183,136 |
| 1448 SH CARDLYTICS | $86,523 | $206,731 |
| 2555 SH CIENA CORP | $97,857 | $135,032 |
| 1695 SH CLEAN HBRS | $86,375 | $128,990 |
| 7261 SH CLEARWAY ENERGY | $122,792 | $231,844 |
| 21,665 SH CLOUDERA | $270,902 | $301,360 |
| 1488 SH CORESITE REALTY | $167,874 | $186,417 |
| 13,057 SH COVANTA HLDG | $196,230 | $171,438 |
| 496 SH CRACKER BARREL | $46,629 | $65,432 |
| 1792 SH CROWN HOLDINGS | $114,428 | $179,558 |
| 2149 SH DARLING INGREDIENTS | $44,859 | $123,954 |
| 1329 SH EAGLE MATERIALS | $88,027 | $134,694 |
| 1387 SH ENCOMPASS HEALTH | $107,527 | $114,691 |
| 553 SH EQUIFAX | $58,868 | $106,641 |
| 1676 SH EURONET WORLDWIDE | $242,819 | $242,886 |
| 1102 SH EVERBRIDGE | $83,692 | $164,275 |
| 4055 SH EVERQUOTE | $180,136 | $151,454 |
| 3012 SH FLIR SYSTEMS | $155,867 | $132,016 |
| 2287 SH FMC CORP | $183,803 | $262,845 |
| 2656 SH FIRST INTERSTATE BANKSYS | $106,089 | $108,285 |
| 3442 SH FIRST MERCHANTS CORP | $124,712 | $128,765 |
| 2526 SH FIRST SOLAR | $144,055 | $249,872 |
| 21,028 SH GRAFTECH INT'L | $187,207 | $224,158 |
| 1281 SH HANOVER GROUP | $171,938 | $149,774 |
| 1831 SH HASBRO | $141,750 | $171,272 |
| 451 SH J&J SNACK FOODS | $67,073 | $70,072 |
| 4007 SH KB HOME | $82,778 | $134,315 |
| 4232 SH LOUISANA PAC | $104,476 | $157,303 |
| 4129 SH MAXAR TECH | $97,390 | $159,338 |
| 5479 SH MEDALLIA | $175,842 | $182,012 |
| 538 SH MOLINA HEALTHCARE | $74,225 | $114,422 |
| 9582 SH MOSAIC CO | $178,479 | $220,482 |
| 1440 SH NEUROCRINE BIOSCIENCES | $135,758 | $138,024 |
| 6655 SH NEWELL BRANDS | $137,160 | $141,286 |
| 1387 SH NEWMONT CORP | $54,905 | $83,067 |
| 2829 SH NEXTERA ENERGY PARTNERS | $144,004 | $189,684 |
| 10,350 SH NUANCE COMM | $138,632 | $456,332 |
| 1461 SH OMNICELL | $114,710 | $175,349 |
| 8595 SH ON SEMICONDUCTOR | $173,434 | $281,314 |
| 6858 SH PBF ENERGY | $217,428 | $48,692 |
| 1891 SH PGT PARTNERS | $77,098 | $142,298 |
| 6378 SH PPL CORP | $188,316 | $179,860 |
| 4863 SH PRA GROUP | $194,227 | $192,866 |
| 6694 SH PARSLEY ENERGY | $130,642 | $95,055 |
| 1379 SH PROOFPOINT | $170,295 | $188,109 |
| 2256 SH QUANTA SVCS | $83,592 | $162,477 |
| 1738 SH REDFIN CORP | $35,416 | $119,279 |
| 1404 SH REINSURANCE GROUP | $135,538 | $162,723 |
| 3629 SH REXNORD | $110,075 | $143,309 |
| 663 SH SAREPTA THERAPEUTICS | $74,963 | $113,035 |
| 5326 SH SKECHERS | $144,620 | $191,416 |
| 5184 SH SKYWEST | $253,964 | $208,967 |
| 4370 SH SYNOVUS FINANCIAL | $135,697 | $141,457 |
| 3710 SH SYNEOS HEALTH | $207,997 | $252,762 |
| 5939 SH TCF FINANCIAL | $204,152 | $219,862 |
| 2175 SH TABULA RASA HEALTHCARE | $124,199 | $93,177 |
| 4203 SH TAYLOR MORRISON | $83,628 | $107,807 |
| 844 SH ULTRAGENYX PHARM | $50,652 | $116,835 |
| 1146 SH VALMONT IND | $152,850 | $200,470 |
| 5557 SH VIATRIS | $163,069 | $104,138 |
| 4579 SH VOYA | $249,724 | $269,291 |
| 3925 SH WESTERN DIGITAL | $214,569 | $217,406 |
| 2917 SH ZOGENIX | $81,689 | $58,311 |
| 4081 SH ALKERMES PLC | $76,544 | $81,416 |
| 10267 SH CLARIVATE PLC | $172,845 | $305,033 |
| 3673 SH ESSENT GROUP LTD | $171,519 | $158,674 |
| 6490 SH NORWEGIAN CRUISE LINE | $214,547 | $165,041 |
| 14,522 SH CNH INDUSTRIAL | $116,513 | $186,462 |
| 1975 SH COLLIERS INT'L | $140,078 | $176,032 |
| 16,019 SH FIRST BANKCORP PR | $154,590 | $147,695 |
| 593 SH GW PHARM | $61,142 | $68,438 |
| 22,966 SH KINROSS GOLD CORP | $81,884 | $168,570 |
| 1393 SH MASONITE INTL'L | $84,653 | $136,987 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US BANK MM | AT COST | $1,572,275 | $1,572,275 |
| 279,237 SH HARDING LOEVNER GLOBAL EQUITY | AT COST | $6,510,217 | $12,970,548 |
| 593,809 SH MFS INSTL EQUITY FUND | AT COST | $8,660,412 | $18,194,324 |
| 230,061 SH RBC EMERGING MARKETS FUND | AT COST | $3,000,000 | $3,328,988 |
| 59,136 SH VANGUARD INSTL INDEX | AT COST | $11,810,815 | $19,601,655 |
| 490,328 SH BAIRD ULTRASHORT INSTL | AT COST | $4,938,779 | $4,942,510 |
| 659,973 SH BLACKROCK STRATEGIC INCOME FUND | AT COST | $6,699,920 | $6,843,919 |
| 465,327 SH INVESCO INSTL | AT COST | $2,962,411 | $3,466,794 |
| 1,967,679 SH JENNISON INSTL GROWTH | AT COST | $21,064,714 | $23,742,103 |
| 1,195,119 SH WTC CTF CORE BOND | AT COST | $13,289,495 | $15,488,745 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - GENERAL | CategoryTxt |
| Legal Fees | $8,497 | LegalFeesAmt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,222 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $13,987 | $2,098 | $11,889 |
| TELEPHONE | $6,882 | $1,032 | $5,850 |
| OFFICE | $28,863 | $4,329 | $24,534 |
| DUES | $13,068 | $1,960 | $11,108 |
| MARKETING/COMMUNICATIONS | $3,212 | $482 | $2,730 |
| IT NEW HARDWARE | $1,057 | $159 | $898 |
| STRATEGIC PRIORITIES | $73,687 | $11,053 | $62,634 |
| IT CONSULTING & UPGRADE | $8,342 | $1,251 | $7,091 |
| SIEBERT SERVES | $53,445 | $0 | $53,445 |
| LOSS ON DISPOSITION OF FIXED ASSETS | $6,135 | $920 | $5,215 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES CLASS ACTION SETTLEMENTS | $2,720 | $2,720 | $0 |
| GRANTS RETURNED TO ORG | $8,425 | $8,425 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $14,808 | $14,808 | $0 |
| CONSULTING FEES - INVESTMENTS | $48,948 | $48,948 | $0 |
| MONEY MANAGER FEES | $245,076 | $245,076 | $0 |
| CONSULTANTS - EXEMPT | $1,200 | $0 | $1,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $270,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |