HARLEY DAVIDSON FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARLEY DAVIDSON FOUNDATION INC (EIN 39-1769946)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202031899349101668
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T15:23:17-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ERDMAN PLACE SUITE 404 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391769946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harley-Davidson Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANITA HALL | InCareOfNm |
| Business Name Control | HARL | BusinessNameControlTxt |
| Phone | 4143434680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 West Juneau Avenue | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE ANDING | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4143434680 | PhoneNum |
| Signature | 2020-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6088367500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.57.255.206 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39765620201895000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2AD6F933C1313B6D50933E17A3C47DA03270223F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A87CDB628F42FEBEB468B67B291677CC8A0A888 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,169,688 | 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 | $80,550 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $224,175 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $233,816 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $400,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $385,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $886,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,038,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $891,817 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,625 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,594,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,511,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,125 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $47,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,982 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $51,993 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,993 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $185,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,058,737 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,058,737 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,244,264 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,115,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,649,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,416,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $194,268 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,998 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $18,100,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,864,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,445,927 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,830,428 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,251,363 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,414,763 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $26,125,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,424,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,169,688 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,125,513 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,424,524 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,125,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,424,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,125,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,424,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,125,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,649,383 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,476,130 | SubtotalAmt |
| Other Decreases | $51,606 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,424,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,466,710 | $5,146,797 | $319,913 | $319,913 | |
| CAPITAL GAIN DIVIDENDS | $571,904 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $891,817 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,036,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,980,519 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108523 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,505,680 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,968,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121017 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,560,366 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,153,562 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.13112 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,279,287 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,715,135 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12275 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,352,842 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,104,003 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123703 | DistributionYr5Rt |
| Total Distribution | 0.607113 | TotalDistributionRt |
| Average Distribution | 0.121423 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,662,563 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,237,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,165 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,251,613 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,115,195 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,330 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,330 | SubtotalAmt |
| Tax Based On Investment Income | $28,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $13,330 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.harley-davidson.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANITA HALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4143434505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 WEST JUNEAU AVENUE | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Tchernavia Rocker | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | President/Dir thru 01/2019 | 0.1 | $0 | $0 | $0 |
| Julie Anding | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | President/Dir as of 02/2019 | 1.0 | $0 | $0 | $0 |
| John A Olin | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Vice President/CFO/Director | 0.1 | $0 | $0 | $0 |
| J Darrell Thomas | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Vice President/Treasurer | 0.1 | $0 | $0 | $0 |
| Paul J Jones | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | VP/CLO/Dir thru 11/2019 | 0.1 | $0 | $0 | $0 |
| Paul Krause | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Secretary | 0.1 | $0 | $0 | $0 |
| Heather Malenshek | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Director thru 10/2019 | 0.1 | $0 | $0 | $0 |
| Amy Giuffre | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Director as of 10/2019 | 0.1 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baird Investment Management Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 East Investment Management Serv | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Invest Mgmt Services | ServiceTypeTxt |
| Compensation | $77,124 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,816,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,068,592 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,068,592 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $406,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,662,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,333,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,333,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,330 | TotalTaxAmt |
| Distributable Before Adj | $1,304,798 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,304,798 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,304,798 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,115,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,115,195 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,115,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,304,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,033,760 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,983,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,216,494 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,101,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,688,531 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,023,127 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,115,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,304,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,810,397 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,833,524 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,033,760 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,799,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,983,242 | ExcessFromYear4Amt |
| Excess From Year3 | $2,216,494 | ExcessFromYear3Amt |
| Excess From Year2 | $2,101,100 | ExcessFromYear2Amt |
| Excess From Year1 | $1,688,531 | ExcessFromYear1Amt |
| Excess From Current Year | $1,810,397 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Harley-Davidson Foundation Inc | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 West Juneau Avenue | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4143434680 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED VIA THE ONLINE PORTAL LOCATED ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MAY BE SUBMITTED AT ANY TIME AND WILL BE REVIEWED ON A QUARTERLY BASIS AT THE END OF MA | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAJORITY OF FUNDING IS FOR PROJECT PROGRAM SUPPORT IN WI, PA, IL, OH, TX, MO, AND AZ. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIDS Resource Center of Wisconsin Inc | ||||||||
| 820 N Plankinton Ave | Milwaukee | WI | 53203 | None | PC | Program Support | $10,000 | |
| Allied Churches Teaching Self-Empowerment (ACTS) | ||||||||
| 2414 W Vliet St | Milwaukee | WI | 53205 | None | PC | Program Support | $10,000 | |
| All-In Milwaukee Inc | ||||||||
| 135 W Wells St Ste 100 | Milwaukee | WI | 53202 | None | PC | Program Support | $6,250 | |
| Alpha Kappa Alpha Education Advancement | ||||||||
| 5656 Stony Island Ave | Chicago | IL | 60637 | None | PC | Program Support | $2,000 | |
| Alverno College | ||||||||
| 3400 S 43rd St | Milwaukee | WI | 53234 | None | PC | Program Support | $25,200 | |
| America SCORES Cleveland | ||||||||
| 3632 Perkins Ave Unit 2CE | Cleveland | OH | 44114 | None | PC | Program Support | $1,000 | |
| American Financial Services Association Education | ||||||||
| 919 18th St Ste 300 | Washington | DC | 20006 | None | PC | Program Support | $30,000 | |
| American National Red Cross | ||||||||
| 2600 W Wisconsin Ave | Milwaukee | WI | 53233 | None | PC | Program Support | $15,000 | |
| American Red Cross | ||||||||
| 2220 Silvernail Rd Ste 300 | Pewaukee | WI | 53072 | None | PC | Program Support | $210 | |
| Archbishop Curley High School | ||||||||
| 3701 Sinclair Ln | Baltimore | MD | 21213 | None | PC | Program Support | $100 | |
| Bailing Out Benji | ||||||||
| PO Box 203 | Ames | IA | 50010 | None | PC | Program Support | $240 | |
| Betty Brinn Children's Museum | ||||||||
| 929 E Wisconsin Ave | Milwaukee | WI | 53202 | None | PC | Program Support | $13,500 | |
| Beyond Vision | ||||||||
| 5316 W State St | Milwaukee | WI | 53208 | None | PC | Program Support | $10,000 | |
| Big Brothers Big Sisters of Metropolitan Milwaukee | ||||||||
| 788 N Jefferson St Ste 600 | Milwaukee | WI | 53202 | None | PC | Program Support | $25,285 | |
| Big BrothersBig Sisters of York County Inc | ||||||||
| 227 W Market St Ste 102 | York | PA | 17401 | None | PC | Program Support | $7,500 | |
| Bishop Noll Institute Foundation Inc | ||||||||
| 1519 Hoffman St | Hammond | IN | 46327 | None | PC | Program Support | $1,000 | |
| Bizstarts Milwaukee Inc | ||||||||
| 1555 N Rivercenter Dr Ste 210 | Milwaukee | WI | 53212 | None | PC | Program Support | $15,000 | |
| Boys & Girls Club of Greater Milwaukee | ||||||||
| 1558 N 6th St | Milwaukee | WI | 53212 | None | PC | Program Support | $375,000 | |
| Boys & Girls Clubs of Greater Scottsdale | ||||||||
| 10533 E Lakeview Dr | Scottsdale | AZ | 85258 | None | PC | Program Support | $3,500 | |
| Broadscope Disability Services | ||||||||
| 6102 W Layton Ave | Greenfield | WI | 53220 | None | PC | Program Support | $10,000 | |
| Brookfield East High School Spartan PTO | ||||||||
| 4460 Danbury Dr | Brookfield | WI | 53045 | None | PC | Program Support | $190 | |
| Build Moto Mentor Program | ||||||||
| 5841 N Shoreland Ave | Whitefish Bay | WI | 53217 | None | PC | Program Support | $965 | |
| Cardinal Stritch University | ||||||||
| 6801 N Yates Rd | Milwaukee | WI | 53217 | None | PC | Program Support | $1,500 | |
| Carroll University | ||||||||
| 100 N East Ave | Waukesha | WI | 53186 | None | PC | Program Support | $3,000 | |
| Catholic Central High School | ||||||||
| 148 McHenry St | Burlington | WI | 53105 | None | PC | Program Support | $1,500 | |
| Center for Urban Teaching Inc | ||||||||
| 2600 W Wisconsin Ave | Milwaukee | WI | 53233 | None | PC | Program Support | $10,000 | |
| Center for Veterans Issues | ||||||||
| 315 W Court St | Milwaukee | WI | 53212 | None | PC | Program Support | $75,000 | |
| Central City Churches Inc | ||||||||
| 3022 W Wisconsin Ave | Milwaukee | WI | 53208 | None | PC | Program Support | $20,000 | |
| Chesapeake Bay Foundation | ||||||||
| 1426 N 3rd St | Harrisburg | PA | 17102 | None | PC | Program Support | $5,000 | |
| Chicago Cares Inc | ||||||||
| 2 N Riverside Plz Ste 1800 | Chicago | IL | 60606 | None | PC | Program Support | $25,000 | |
| Chicago Coalition For The Homeless | ||||||||
| 70 E Lake St Ste 720 | Chicago | IL | 60601 | None | PC | Program Support | $25,000 | |
| Children's Advocacy Center of Collin County | ||||||||
| 2205 Los Rios Blvd | Plano | TX | 75074 | None | PC | Program Support | $35,000 | |
| Children's Aid Society at the Lehman Center | ||||||||
| 402 W Market St | York | PA | 17401 | None | PC | Program Support | $7,500 | |
| Columbia St Marys Foundation Inc | ||||||||
| Heritage Center 2320 N Lake Dr | Milwaukee | WI | 53211 | None | PC | Program Support | $25,000 | |
| Community Foundation of North Central Wisconsin | ||||||||
| 500 1st St Ste 2600 | Wausau | WI | 54403 | None | PC | Program Support | $75,000 | |
| Crispus Attucks Center for Employment & Training | ||||||||
| 605 S Duke St | York | PA | 17401 | None | PC | Program Support | $7,500 | |
| Cristo Rey Jesuit Corporate Work Study Program | ||||||||
| 1215 S 45th St | West Milwaukee | WI | 53214 | None | PC | Program Support | $29,900 | |
| Cultural Alliance of York County | ||||||||
| 14 W Market St | York | PA | 17401 | None | PC | Program Support | $2,500 | |
| Cuyahoga Community College Foundation | ||||||||
| 700 Carnegie Ave | Cleveland | OH | 44115 | None | PC | Program Support | $1,000 | |
| Delaware Valley Golden Retriever Rescue Inc | ||||||||
| 60 Vera Cruz Rd | Reinholds | PA | 17569 | None | PC | Program Support | $1,000 | |
| Delone Catholic High School | ||||||||
| 140 S Oxford Ave | McSherrystown | PA | 17344 | None | PC | Program Support | $250 | |
| Divine Savior Holy Angels High School | ||||||||
| 4257 N 100th St | Milwaukee | WI | 53222 | None | PC | Program Support | $250 | |
| DreamWrights Youth & Family Theatre | ||||||||
| 100 Carlisle Ave | York | PA | 17401 | None | PC | Program Support | $2,000 | |
| Easter Seals | ||||||||
| 2222 S 114th St | West Allis | WI | 53227 | None | PC | Program Support | $5,000 | |
| Elm Grove Lutheran School | ||||||||
| 945 Terrace Dr | Elm Grove | WI | 53122 | None | PC | Program Support | $3,000 | |
| Elmbrook Humane Society | ||||||||
| 20950 Enterprise Ave | Brookfield | WI | 53045 | None | PC | Program Support | $101 | |
| Fielding Graduate University | ||||||||
| 2020 De La Vina St | Santa Barbara | CA | 93105 | None | PC | Program Support | $250 | |
| First Finance FBo FRC Team 2202 | ||||||||
| 2000 Bedford St | Manchester | NH | 03101 | None | PC | Program Support | $1,000 | |
| First Stage Milwaukee | ||||||||
| 325 W Walnut St | Milwaukee | WI | 53212 | None | PC | Program Support | $10,000 | |
| GPS Education Partners | ||||||||
| 20633 Watertown Ct Ste 202 | Waukesha | WI | 53186 | None | PC | Program Support | $25,000 | |
| Habitat for Humanity International Inc | ||||||||
| 2060 Couch Dr | McKinney | TX | 75069 | None | PC | Program Support | $55,000 | |
| Hope College | ||||||||
| PO Box 9000 | Holland | MI | 49422 | None | PC | Program Support | $5,000 | |
| Hope's Chariot Inc | ||||||||
| 695 State Rd 60 | Cedarburg | WI | 53012 | None | PC | Program Support | $130 | |
| Hospice & Community Care | ||||||||
| 235 St Charles Way Ste 250 | York | PA | 17402 | None | PC | Program Support | $5,000 | |
| Hospice of Havasu | ||||||||
| PO Box 597 | Lake Havasu City | AZ | 86405 | None | PC | Program Support | $539 | |
| Hunger Task Force of Milwaukee Inc | ||||||||
| 201 S Hawley Ct | Milwaukee | WI | 53214 | None | PC | Program Support | $500,000 | |
| Illinois Institute of Technology | ||||||||
| 10 W 35th St | Chicago | IL | 60616 | None | PC | Program Support | $2,500 | |
| Immanuel Lutheran School | ||||||||
| 13445 W Hampton | Brookfield | WI | 53005 | None | PC | Program Support | $250 | |
| Indiana University Foundation | ||||||||
| PO Box 500 | Bloomington | IN | 47402 | None | PC | Program Support | $100 | |
| Jerry Ambrose Veterans Council Of Mohave County | ||||||||
| PO Box 4463 | Kingman | AZ | 86402 | None | PC | Program Support | $6,500 | |
| Journey House | ||||||||
| 2110 W Scott St | Milwaukee | WI | 53204 | None | PC | Program Support | $10,000 | |
| Junior Achievement of So Central Pennsylvania | ||||||||
| 610 S George St | York | PA | 17401 | None | PC | Program Support | $10,000 | |
| Junior Achievement of Wisconsin Inc | ||||||||
| 11111 W Liberty Dr | Milwaukee | WI | 53224 | None | PC | Program Support | $70,000 | |
| Kenosha Montessori School | ||||||||
| 2401 69th St | Kenosha | WI | 53143 | None | PC | Program Support | $817 | Suite 300 |
| Lake Denoon Middle School | ||||||||
| W207 S8240 Hillendale Dr | Muskego | WI | 53150 | None | PC | Program Support | $150 | |
| LBL Equine Rescue | ||||||||
| 3300 Prospect Ave | Silver Springs | NV | 89429 | None | PC | Program Support | $945 | |
| Leadership York | ||||||||
| 238 N George St | York | PA | 17401 | None | PC | Program Support | $2,500 | |
| Leg Up Farm Inc | ||||||||
| 4880 N Sherman St | Mt Wolf | PA | 17347 | None | PC | Program Support | $10,000 | |
| LiFE OF HOPE | ||||||||
| 139 N Main St Ste 104 | West Bend | WI | 53095 | None | PC | Program Support | $3,155 | |
| Love Inc of Sheboygan County | ||||||||
| 807 Forest Ave | Sheboygan Falls | WI | 53085 | None | PC | Program Support | $605 | |
| Loving Shepherd Lutheran School | ||||||||
| 3909 W Clinton Ave | Milwaukee | WI | 53209 | None | PC | Program Support | $5,000 | |
| Macalester College | ||||||||
| 1600 Grand Ave | St Paul | MN | 55105 | None | PC | Program Support | $500 | |
| Make A Wish Foundation - York | ||||||||
| 2951 Whiteford Rd Ste 304 | York | PA | 17402 | None | PC | Program Support | $4,400 | |
| Marian Catholic High School | ||||||||
| 700 Ashland Ave | Chicago Heights | IL | 60411 | None | PC | Program Support | $500 | |
| Marquette University | ||||||||
| PO Box 1881 | Milwaukee | WI | 53201 | None | PC | Program Support | $600 | |
| Marquette University High School | ||||||||
| 3401 W Wisconsin Ave | Milwaukee | WI | 53208 | None | PC | Program Support | $1,000 | |
| Massachusetts Institute of Technology | ||||||||
| 600 Memorial Dr | Cambridge | MA | 02139 | None | PC | Program Support | $500 | |
| Menomonee Valley Partners Inc | ||||||||
| 231 W Michigan St P421 | Milwaukee | WI | 53203 | None | PC | Program Support | $10,000 | |
| Meta House Inc | ||||||||
| 2625 N Weil St | Milwaukee | WI | 53212 | None | PC | Program Support | $10,000 | |
| Milwaukee Art Museum | ||||||||
| 700 N Art Museum Dr | Milwaukee | WI | 53202 | None | PC | Program Support | $5,000 | |
| Milwaukee Center for Independence | ||||||||
| 2020 W Wells St | Milwaukee | WI | 53233 | None | PC | Program Support | $15,000 | |
| Milwaukee Chamber Theatre | ||||||||
| 158 N Broadway 5th Flr | Milwaukee | WI | 53202 | None | PC | Program Support | $15,000 | |
| Milwaukee Community Service Corps | ||||||||
| 1441 N 7th St | Milwaukee | WI | 53205 | None | PC | Program Support | $10,000 | |
| Milwaukee Development Corporation | ||||||||
| 756 N Milwaukee St Ste 400 | Milwaukee | WI | 53202 | None | PC | Program Support | $50,000 | |
| Milwaukee Habitat for Humanity | ||||||||
| 3726 N Booth St | Milwaukee | WI | 53212 | None | PC | Program Support | $25,000 | |
| Milwaukee Institute of Art & Design | ||||||||
| 273 E Erie St | Milwaukee | WI | 53202 | None | PC | Program Support | $6,000 | |
| Milwaukee Preservation Alliance | ||||||||
| PO Box 510642 | Milwaukee | WI | 53203 | None | PC | Program Support | $55,000 | |
| Milwaukee Public Museum Inc | ||||||||
| 800 W Wells St | Milwaukee | WI | 53233 | None | PC | Program Support | $15,000 | |
| Milwaukee Repertory Theater | ||||||||
| 108 E Wells St | Milwaukee | WI | 53202 | None | PC | Program Support | $15,000 | |
| Milwaukee School of Engineering | ||||||||
| 1025 N Broadway | Milwaukee | WI | 53202 | None | PC | Program Support | $1,450 | |
| Milwaukee Tennis & Education Foundation Inc | ||||||||
| 3000 N Sherman Blvd | Milwaukee | WI | 53210 | None | PC | Program Support | $5,000 | |
| Milwaukee Urban League | ||||||||
| 435 W North Ave | Milwaukee | WI | 53212 | None | PC | Program Support | $48,250 | |
| Milwaukee World Festival Inc | ||||||||
| 200 N Harbor Dr | Milwaukee | WI | 53202 | None | PC | Program Support | $10,000 | |
| Missouri University of Science and Technology | ||||||||
| 1200 N Pine St | Rolla | MO | 65409 | None | GOV | Program Support | $50 | |
| Montessori Development Partnerships | ||||||||
| 975 East Blvd | Cleveland | OH | 44108 | None | PC | Program Support | $1,500 | |
| Montessori School of Waukesha | ||||||||
| 2600 Summit Ave | Waukesha | WI | 53188 | None | PC | Program Support | $325 | |
| Mount Calvary Lutheran School | ||||||||
| 1941 Madison St | Waukesha | WI | 53188 | None | PC | Program Support | $3,000 | |
| National Alopecia Areata Foundation | ||||||||
| 14 Mitchell Blvd | San Rafael | CA | 94903 | None | PC | Program Support | $315 | |
| Nativity Jesuit Academy | ||||||||
| 1515 S 29th St | Milwaukee | WI | 53215 | None | PC | Program Support | $400 | |
| Near West Side Partners Inc | ||||||||
| 624 N 24th St | Milwaukee | WI | 53233 | None | PC | Program Support | $200,000 | |
| Neighborhood House of Milwaukee Inc | ||||||||
| 2819 W Richardson Place | Milwaukee | WI | 53208 | None | PC | Program Support | $5,000 | |
| New Hope Ministries Inc | ||||||||
| 99 W Church St | Dillsburg | PA | 17019 | None | PC | Program Support | $2,500 | |
| Next Door | ||||||||
| 2545 N 29th St | Milwaukee | WI | 53210 | None | PC | Program Support | $25,000 | |
| North Texas Food Bank | ||||||||
| 3677 Mapleshade Ln | Plano | TX | 75075 | None | PC | Program Support | $25,000 | |
| Pathfinders Milwaukee Inc | ||||||||
| 4200 N Holton St Ste 400 | Milwaukee | WI | 53212 | None | PC | Program Support | $15,000 | |
| Pathways of Honor | ||||||||
| PO Box 312 | Grain Valley | MO | 64029 | None | PC | Program Support | $103 | |
| Pearls for Teen Girls Inc | ||||||||
| 1805 N Martin Luther King Dr | Milwaukee | WI | 53212 | None | PC | Program Support | $15,000 | |
| Penfield Children's Center | ||||||||
| 833 N 26th St | Milwaukee | WI | 53233 | None | PC | Program Support | $10,000 | |
| Pennsylvania Parks And Forests Foundation | ||||||||
| 1845 Market St Ste 202 | Camp Hill | PA | 17011 | None | PC | Program Support | $8,000 | |
| Pewaukee High School Booster Club | ||||||||
| 510 Lake St | Pewaukee | WI | 53072 | None | PC | Program Support | $1,000 | |
| Playworks Education Energized | ||||||||
| 380 Washington St | Oakland | CA | 94607 | None | PC | Program Support | $5,000 | |
| Prairie Hill Waldorf School | ||||||||
| N14 W29143 Silvernail Rd | Pewaukee | WI | 53072 | None | PC | Program Support | $900 | |
| Recovery Center of Medina County | ||||||||
| 538 W Liberty St | Medina | OH | 44256 | None | PC | Program Support | $1,500 | |
| Regents of the University of Michigan | ||||||||
| DEPT CH 10189 | Palatine | IL | 60055 | None | PC | Program Support | $250 | |
| Renaissance Theaterworks Inc | ||||||||
| 158 N Broadway | Milwaukee | WI | 53202 | None | PC | Program Support | $5,000 | |
| Ripon College | ||||||||
| 300 Seward St PO Box 248 | Ripon | WI | 54971 | None | PC | Program Support | $4,000 | |
| River Revitalization Foundation Inc | ||||||||
| 2134 N Riverboat Rd | Milwaukee | WI | 53212 | None | PC | Program Support | $15,000 | |
| Riverside University High School | ||||||||
| 1616 E Locust St | Milwaukee | WI | 53211 | None | GOV | Program Support | $1,000 | |
| Safe & Sound | ||||||||
| 801 W Michigan St | Milwaukee | WI | 53233 | None | PC | Program Support | $5,000 | |
| Saukville Community Food Pantry Inc | ||||||||
| PO Box 80304 | Saukville | WI | 53080 | None | PC | Program Support | $1,500 | |
| Schlitz Audubon Nature Center | ||||||||
| 1111 E Brown Deer Rd | Milwaukee | WI | 53217 | None | PC | Program Support | $10,000 | |
| Scholarship America Inc | ||||||||
| One Scholarship Way | St Peter | MN | 56082 | None | PC | Program Support | $72,370 | |
| Section Elementary School | ||||||||
| W318 S8430 Hwy EE | Mukwonago | WI | 53149 | None | PC | Program Support | $50 | |
| SecureFutures | ||||||||
| 710 N Plankinton Ave Ste 1400 | Milwaukee | WI | 53203 | None | PC | Program Support | $12,000 | |
| Servants Inc | ||||||||
| 100 Redco Ave Ste C-0 | Red Lion | PA | 17356 | None | PC | Program Support | $7,500 | |
| Seven Hills Baseball Federation | ||||||||
| PO Box 3115 | Independence | OH | 44131 | None | PC | Program Support | $205 | |
| SHARP Literacy Inc | ||||||||
| 5775 N Glen Park Rd | Milwaukee | WI | 53209 | None | PC | Program Support | $15,000 | |
| Sisters of St Francis | ||||||||
| 3224 S Lake Dr | St Francis | WI | 53235 | None | PC | Program Support | $175 | Suite 202 |
| Sojourner Family Peace Center Inc | ||||||||
| 619 Walnut St | Milwaukee | WI | 53212 | None | PC | Program Support | $20,000 | |
| St Ann Center for Intergenerational Care Inc | ||||||||
| 2801 E Morgan Ave | Milwaukee | WI | 53207 | None | PC | Program Support | $5,000 | |
| St Boniface School | ||||||||
| W204 N11940 Goldendale Rd | Germantown | WI | 53022 | None | PC | Program Support | $1,000 | |
| St Louis University | ||||||||
| 221 N Grand Blvd | St Louis | MO | 63103 | None | PC | Program Support | $100 | |
| St Mary's | ||||||||
| 844 N Broadway | Milwaukee | WI | 53202 | None | PC | Program Support | $1,500 | |
| St Robert School | ||||||||
| 2200 E Capitol Dr | Shorewood | WI | 53211 | None | PC | Program Support | $600 | |
| St Thomas More High School | ||||||||
| 2601 E Morgan Ave | Milwaukee | WI | 53207 | None | PC | Program Support | $4,000 | |
| Strand-Capitol Performing Arts Center | ||||||||
| 50 N George St | York | PA | 17401 | None | PC | Program Support | $2,500 | |
| Susan P Byrnes Health Education Center | ||||||||
| 515 S George St | York | PA | 17401 | None | PC | Program Support | $10,000 | |
| The Beat Goes On | ||||||||
| 31655 Lancelot Dr | Brookfield | WI | 53045 | None | PC | Program Support | $190 | |
| The Belmont Theater | ||||||||
| 27 S Belmont St | York | PA | 17403 | None | PC | Program Support | $3,000 | |
| The Fdn for Delta Ed & Econ Dvlpmt | ||||||||
| 900 E Linwood Blvd | Kansas City | MO | 64109 | None | PC | Program Support | $410 | |
| The Parenting Network | ||||||||
| 7516 W Burleigh St | Milwaukee | WI | 53210 | None | PC | Program Support | $223 | |
| The Pennsylvania State University | ||||||||
| One Old Main | University Park | PA | 16802 | None | GOV | Program Support | $720 | |
| The Rescue Project | ||||||||
| 2400 DeCarlin Dr | Brookfield | WI | 53045 | None | PC | Program Support | $1,000 | Suite 318 |
| The Salvation Army | ||||||||
| 50 E King St | York | PA | 17401 | None | PC | Program Support | $5,000 | |
| The Salvation Army | ||||||||
| 11315 W Watertown Plank Rd PO Box | Wauwatosa | WI | 53226 | None | PC | Program Support | $25,000 | |
| The University of Iowa Foundation | ||||||||
| PO Box 4550 | Iowa City | IA | 52244 | None | PC | Program Support | $5,000 | |
| Three Rivers United Temporary Housing | ||||||||
| PO Box 423 | Tomahawk | WI | 54487 | None | PC | Program Support | $12,500 | |
| Tosa Community Food Pantry | ||||||||
| 7474 Harwood Ave | Wauwatosa | WI | 53213 | None | PC | Program Support | $6,000 | Ste 1203 |
| Tosa Curl Inc | ||||||||
| 7300 Chestnut St | Wauwatosa | WI | 53213 | None | PC | Program Support | $260 | |
| Trustees of Columbia University in the City of NY | ||||||||
| 475 Riverside Dr Ste 964 MC 7724 | New York | NY | 10115 | None | PC | Program Support | $100 | |
| United Performing Arts Fund | ||||||||
| 301 W Wisconsin Ave Ste 600 | Milwaukee | WI | 53203 | None | PC | Program Support | $65,000 | |
| United Way of Greater Milwaukee & Waukesha County | ||||||||
| 225 W Vine St | Milwaukee | WI | 53212 | None | PC | Program Support | $300,951 | |
| University of Wisconsin Madison Foundation | ||||||||
| 1848 University Ave | Madison | WI | 53726 | None | PC | Program Support | $675 | |
| University of Wisconsin Parkside Benevolent Fdn | ||||||||
| 900 Wood Rd | Kenosha | WI | 53144 | None | PC | Program Support | $750 | |
| University School of Milwaukee | ||||||||
| 2100 W Fairy Chasm Rd | Milwaukee | WI | 53217 | None | GOV | Program Support | $5,000 | |
| University of Wisconsin-Whitewater Foundation Inc | ||||||||
| 800 W Main St | Whitewater | WI | 53190 | None | PC | Program Support | $2,500 | |
| Urban Ecology Center | ||||||||
| 1500 E Park Pl | Milwaukee | WI | 53211 | None | PC | Program Support | $30,000 | |
| Valparaiso University | ||||||||
| 1100 Campus Dr S | Valparaiso | IN | 46383 | None | PC | Program Support | $50 | |
| Variety The Children's Charity | ||||||||
| 11279 Perry Hwy Ste 512 | Wexford | PA | 15090 | None | PC | Program Support | $25,000 | |
| Visiting Nurse Association of Wisconsin Inc | ||||||||
| 11333 W National Ave | Milwaukee | WI | 53227 | None | PC | Program Support | $350 | |
| Walnut Way Conservation Corp Charitable Org | ||||||||
| 2240 N 17th St | Milwaukee | WI | 53205 | None | PC | Program Support | $15,000 | |
| Wastecup Resource Solutions | ||||||||
| 2731 W Michigan St | Milwaukee | WI | 53233 | None | PC | Program Support | $105 | |
| West Virginia Wesleyan College | ||||||||
| 59 College Ave | Buckhannon | WV | 26201 | None | PC | Program Support | $75 | |
| Wisconsin Broads for a Cause | ||||||||
| PO Box 1806 | Brookfield | WI | 53045 | None | PC | Program Support | $145 | |
| Wisconsin Humane Society | ||||||||
| 4500 W Wisconsin Ave | Milwaukee | WI | 53208 | None | PC | Program Support | $213 | |
| YMCA | ||||||||
| 161 W Wisconsin Ave Ste 4000 | Milwaukee | WI | 53203 | None | PC | Program Support | $31,500 | |
| YMCA of Metropolitan Chicago | ||||||||
| 1030 W Van Buren St | Chicago | IL | 60607 | None | PC | Program Support | $5,000 | |
| YMCA of York & York County | ||||||||
| 90 N Newberry St | York | PA | 17401 | None | PC | Program Support | $7,500 | |
| York County Food Bank | ||||||||
| 254 W Princess St | York | PA | 17401 | None | PC | Program Support | $2,745 | |
| York County Literacy Council | ||||||||
| 800 E King St | York | PA | 17403 | None | PC | Program Support | $12,500 | |
| M | ||||||||
| 33 S Seward St | York | PA | 17404 | None | PC | Program Support | $15,000 | |
| YWCA of York | ||||||||
| 320 E Market St | York | PA | 17403 | None | PC | Program Support | $5,000 | |
| Zoological Society of Milwaukee | ||||||||
| 10005 W Bluemound Rd | Milwaukee | WI | 53226 | None | PC | Program Support | $10,350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,058,737 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,175 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $886,434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FUND SECURITIES LITIGATION | 01 | $2,606 |
| OTHER INCOME | 14 | $1,019 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,514,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,514,331 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Estate of Richard Spallone | ||||||
| 1 | 3700 W Juneau Ave | Milwaukee | WI | 53208 | $25,000 | Yes (X) |
| Milwaukee Bucks | ||||||
| 2 | 1543 N 2nd St | Milwaukee | WI | 53212 | $45,500 | Yes (X) |
| Anonymous | ||||||
| 3 | 3700 W Juneau Ave | Milwaukee | WI | 53208 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,930 | Amt |
| Net Investment Income | $4,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,465 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENT | BondNm |
| EOY Book Value | $7,251,363 | EOYBookValueAmt |
| EOYFMV | $7,414,763 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $16,864,163 | EOYBookValueAmt |
| EOYFMV | $20,445,927 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUE ADJUSTMENT | Desc |
| Amt | $51,606 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOFTWARE | Desc |
| Revenue And Expenses Per Books | $51,993 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $51,993 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Fund Securities Litigation | $2,606 |
| Baird 2584 - Other Income | $435 |
| Baird 6131 - Other Income | $33 |
| Baird 2514 - Other Income | $58 |
| Baird 0617 - Other Income | $224 |
| Baird 3774 - Other Income | $269 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVST MGMT FEES - BAIRD 9013 | $3,187 | $3,187 |
| INVST MGMT FEES - BAIRD 3839 | $8,357 | $8,357 |
| INVST MGMT FEES - BAIRD 0617 | $16,538 | $16,538 |
| INVST MGMT FEES - BAIRD 2566 | $44,347 | $44,347 |
| INVST MGMT FEES - BAIRD 2409 | $4,696 | $4,696 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - BAIRD 3839 | $1,710 | $1,710 |
| FOREIGN TAXES - BAIRD 2409 | $2 | $2 |
| FEDERAL EXCISE TAX PAYMENTS | $45,767 | |
| FOREIGN TAXES - BAIRD 2566 | $11,270 |