2020-01-14T08:52:35-06:00 2019-02-28 410746749 CLIFTONLARSONALLEN LLP 10401 WEST INNOVATION DRIVE STE 300 WAUWATOSA WI 53226 990 2018-03-01 200375310 THE CHARLES E KUBLY FOUNDATION INC FKA CHARLES E KUBLY FUND INC CHAR 4144778901 1341 W MEQUON ROAD 220 MEQUON WI 53092 ANN HOMSTAD EXECUTIVE DIRECTOR 4144778901 2020-01-10 1 STEVEN C JOHNSON P00030988 4144761880 2020-01-10 67.137.57.251 2020-01-10 13:34:10 CS P 53F6256BD16DA3430D8658B0EC8C34F1DEA2B84A C7775E751CD58625C822A688437DE2E6162F294A 2018 2020-09-23 17:36:50Z ANN HOMSTAD 1341 W MEQUON ROAD 220 MEQUON WI 53092 1142910 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. 9 9 2 10 0 0 581102 1038284 0 0 578 920 -52133 27006 529547 1066210 288325 293864 0 0 64374 85513 0 0 17384 42437 56697 395136 436074 134411 630136 554058 1191345 2469 2730 551589 1188615 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 328137 293864 THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2018, $293,864 WAS DISTRIBUTED TO OVER A DOZEN DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, SUPPORT RESEARCH, AND REACH OUT TO PEOPLE WITH DEPRESSION. 328137 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 15 0 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 WI X ANN HOMSTAD 4144778901 1341 W MEQUON ROAD 220 MEQUON WI 53092 MOLLY KUBLY FRITZ PRESIDENT 2.00 X X 0 0 0 LINDA LUNDEEN PRESIDENT ELECT 1.00 X X 0 0 0 LAURA KOPPA TREASURER 1.00 X X 0 0 0 EVELYN KELLY SECRETARY 1.00 X X 0 0 0 DAN BIRD DIRECTOR 1.00 X 0 0 0 MEG FETHERSTON KASCH DIRECTOR 1.00 X 0 0 0 LORI R KILIAN DIRECTOR 1.00 X 0 0 0 ROSS WILLIAMS DIRECTOR 1.00 X 0 0 0 DEVIN WOLF DIRECTOR 1.00 X 0 0 0 ANN HOMSTAD EXECUTIVE DIRECTOR 30.00 X 55096 0 0 55096 0 0 0 0 0 0 0 256839 781445 1038284 920 920 103706 256839 76700 27006 27006 1066210 0 0 27926 293864 293864 55096 33058 11019 11019 24340 1215 16760 6365 6077 6077 13440 13440 10558 10558 19218 19218 1284 1284 10400 10400 82 82 1715 1715 436074 328137 90553 17384 30946 24126 516612 1160719 6500 6500 554058 1191345 2469 2730 2469 2730 X 551589 1188615 551589 1188615 554058 1191345 X 630136 6890 X 0 1 X 1 0 X 274765 328295 305736 581162 1038284 2528242 34242 24309 32659 30430 103706 225346 309007 352604 338395 611592 1141990 2753588 42500 57652 47500 65451 71466 284569 0 42500 57652 47500 65451 71466 284569 2469019 555 705 564 578 920 3322 555 705 564 578 920 3322 309562 353309 338959 612170 1142910 2756910 0.89560 0.86300 0.00120 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 730358 0 0 0 0 730358 1.00000 0 0 0 PAYROLL TAXES WITHHELD 2730 2730 X 1142910 76700 76700 1066210 0 1066210 505884 69810 69810 436074 0 436074 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 76,700. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 76,700. RETURN OF PREVIOUSLY FUNDED GRANT -6,890. BENEFIT CONCERT 199344 179844 19500 6490 26760 2358 18408 RUN/WALK 47546 47546 8557 3 113655 29449 84206 14127 360545 256839 103706 6490 26760 2358 41092 76700 27006 1 MENTAL HEALTH AMERICA OF WISCONSIN INC 600 W VIRGINIA STREET 502 MILWAUKEE WI 53204 390827843 501C3 5000 PROGRAM SUPPORT INTERNATIONAL ASSOCIATION FOR HUMAN VALUESVETERANS TREK PRODUCTIONS LLC 2401 15TH STREET NW WASHINGTON DC DC 20009 522178069 501C3 16500 PROGRAM SUPPORT NAMI WAUKESHA 217 WISCONSIN AVE WAUKESHA WI 53186 391485627 501C3 5200 PROGRAM SUPPORT GRAND AVENUE CLUB 210 E MICHIGAN ST MILWAUKEE WI 53202 391708177 501C3 10000 PROGRAM SUPPORT GIVING VOICE TO MENTAL ILLNESS INC W345S10397 WAMBOLD RD MUKWONAGO WI 53149 821792906 501C3 22000 PROGRAM SUPPORT ANU FAMILY SERVICES 901 FOURTH STREET SUITE 180 HUDSON WI 54016 320023143 501C3 5000 PROGRAM SUPPORT CATALPA HEALTH INC 444 N WESTHILL BLVD APPLETON WI 54914 454681563 501C3 7500 PROGRAM SUPPORT CATHOLIC CHARITIES INC DIOC OF MADISON 702 S HIGH POINT ROAD 209 MADISON WI 53719 390807067 501C3 12004 PROGRAM SUPPORT EXPRESS YOURSELF MILWAUKEE 1300 W FOND DU LAC AVENUE MILWAUKEE WI 53205 331205774 501C3 7500 PROGRAM SUPPORT ERIKA'S LIGHTHOUSE 897 1/2 GREEN BAY RD WINNETKA IL 60093 201069100 501C3 4200 PROGRAM SUPPORT FEAST OF CRISPIAN INC PO BOX 1038 MILWAUKEE WI 53201 810689965 501C3 10000 PROGRAM SUPPORT FROEDERT HEALTH FOUNDATION 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 390806261 501C3 4950 PROGRAM SUPPORT LIFE OF HOPE 139 N MAIN STREET SUITE 104 WEST BEND WI 53095 472222684 501C3 1000 PROGRAM SUPPORT LUTHERAN SOCIAL SERV OF WI & UP MI INC 6737 W WASHINGTON STREET 2275 WEST ALLIS WI 53214 390816846 501C3 25000 PROGRAM SUPPORT MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 390806261 501C3 8428 PROGRAM SUPPORT MILWAUKEE COUNTY BEHAVIORAL HEALTH DIVISION 9455 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 396005720 MILWAUKEE CO 55002 PROGRAM SUPPORT MILWAUKEE REPERTORY THEATRE 108 E WELLS STREET MILWAUKEE WI 53202 390946025 501C3 10000 PROGRAM SUPPORT NAMI RACINE 2300 DEKOVEN AVENUE RACINE WI 53403 391341452 501C3 5000 PROGRAM SUPPORT NAMI OZAUKEE 13460 N PORT WASHINGTON ROAD MEQUON WI 53097 391608245 501C3 5025 PROGRAM SUPPORT PAINTING PATHWAYS CLUBHOUSE INC 1226 WASHINGTON STREET MANITOWOC WI 54220 260710289 501C3 4000 PROGRAM SUPPORT SAFE COMMUNITIES OF MADISON & DANE CO PO BOX 6652 MADISON WI 53716 392010839 501C3 20175 PROGRAM SUPPORT SCHOOL DISTRICT OF NEW BERLIN 4333 S SUNNYSLOPE ROAD NEW BERLIN WI 53151 396031390 NEW BERLIN 6080 PROGRAM SUPPORT THE YOUTH & FAMILY PROJECT INC 630 ELM STREET WEST BEND WI 53095 510149160 501C3 15000 PROGRAM SUPPORT UW-MILWAUKEE DEPT OF CONTINUING ED - 161 W WISCONSIN AVENUE 6226 MILWAUKEE WI 53203 391805963 UNIV OF WI 6300 PROGRAM SUPPORT UW-MILWAUKEE FOUNDATION MAVRC - UWM UNION SUITE WG99 2200 E KENWOOD BLVD MILWAUKEE WI 53211 237337744 501C3 5500 PROGRAM SUPPORT WISCONSIN LUTH CHILD AND FAMILY SERVICES W175 N11120 STONEWOOD DRIVE GERMANTOWN WI 53022 391047224 501C3 15000 PROGRAM SUPPORT WISCONSIN PHILHARMONIC 234 W MAIN STREET SUITE 9 WAUKESHA WI 53186 396056460 501C3 2500 PROGRAM SUPPORT 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 B, LINE 11B THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING DURING THE QUARTERLY BOARD MEETING WHEN ALL MEMBERS ARE PRESENT. 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. FORM 990, PART XI, LINE 9: RETURN OF PREVIOUSLY FUNDED GRANT 6,890.