HARLEY DAVIDSON FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARLEY DAVIDSON FOUNDATION INC (EIN 39-1769946)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201901269349100425
- Schema version
- 2018v3.1
- 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
- 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 | 2019-05-06T10:09:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 8383 GREENWAY BLVD SUITE 500 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-03-15 | 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 | 4.7.194.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39765620191265000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 342C69388EA7BCA13281E38B3DD773C2383BC7B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 342C69388EA7BCA13281E38B3DD773C2383BC7B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,967,495 | 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 | $220 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $266,344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $266,575 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $556,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $525,196 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,858,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,387,454 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,865,714 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,700 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,686,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,662,185 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,413 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,412 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,660 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,415 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $51,543 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,978,588 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,978,588 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,149,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,036,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$463,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,550,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $280,361 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $194,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $194,268 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $65,075 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,651,068 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,100,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,044,765 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,597,450 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,830,428 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,728,462 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $111,082 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $26,705,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,125,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,967,495 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $26,705,036 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,125,513 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,705,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,125,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,705,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,125,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,705,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$463,107 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,241,929 | SubtotalAmt |
| Other Decreases | $116,416 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,125,513 | 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 | $9,654,937 | $8,521,740 | $1,133,197 | $1,133,197 | |
| CAPITAL GAIN DIVIDENDS | $732,517 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,865,714 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,505,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,968,607 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121017 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,560,366 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,153,562 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.13112 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,279,287 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,715,135 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12275 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,352,842 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,104,003 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123703 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,169,671 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,540,083 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.129163 | DistributionYr5Rt |
| Total Distribution | 0.627753 | TotalDistributionRt |
| Average Distribution | 0.125551 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,980,519 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,512,982 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,507 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,538,489 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,036,543 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,014 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $51,014 | SubtotalAmt |
| Tax Based On Investment Income | $51,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,247 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,247 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $30,767 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Joanne M Bischmann | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | President/Dir thru 12/7/2018 | 0.2 | $0 | $0 | $0 |
| Tchernaiva Rocker | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | President/Dir as of 12/7/2018 | 0.2 | $0 | $0 | $0 |
| John A Olin | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Vice President/CFO/Director | 0.2 | $0 | $0 | $0 |
| J Darrel Thomas | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Vice President/Treasurer | 0.2 | $0 | $0 | $0 |
| Paul J Jones | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | VP/Chief Legal Officer/Dir | 0.2 | $0 | $0 | $0 |
| Stephen W Boettinger | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Secretary thru 12/3/2018 | 0.2 | $0 | $0 | $0 |
| Paul Krause | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Secretary as of 12/3/2018 | 0.2 | $0 | $0 | $0 |
| Heather Malenshek | ||||||||
| 3700 West Juneau Avenue | Milwaukee | WI | 53208 | Director | 0.2 | $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 | $88,660 | 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 | $28,169,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,406,618 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,406,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $426,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,980,519 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,399,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,399,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,014 | TotalTaxAmt |
| Distributable Before Adj | $1,348,012 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,348,012 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,348,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,036,543 | 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 | $3,036,543 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,036,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,348,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,968,101 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,033,760 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,983,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,216,494 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,101,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,302,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,036,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,348,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,688,531 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,991,228 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,968,101 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,023,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,033,760 | ExcessFromYear4Amt |
| Excess From Year3 | $1,983,242 | ExcessFromYear3Amt |
| Excess From Year2 | $2,216,494 | ExcessFromYear2Amt |
| Excess From Year1 | $2,101,100 | ExcessFromYear1Amt |
| Excess From Current Year | $1,688,531 | 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 (179 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| After The Harvest | ||||||||
| 406 West 34st Street | Suite 816 | Kansas City | MO | 64111 | None | PC | Program Support | $2,500 |
| Alabama A&M University foundation | ||||||||
| 309 Palton Building | Normal | AL | 35762 | None | PC | Program Support | $2,500 | |
| Allied Churches Teaching Self-Empowerment (ACTS) | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | None | PC | Program Support | $7,500 | |
| Alverno College | ||||||||
| 3400 S 43rd Street | PO Box 34922 | Milwaukee | WI | 53234 | None | PC | Program Support | $20,200 |
| Alzheimer's Disease and Related Disorders Assoc | ||||||||
| 706 Rothsville Rd | Lititz | PA | 17543 | None | PC | Program Support | $2,000 | |
| American Financial Services Association Education | ||||||||
| 919 18th Street | Suite 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 | $30,000 | |
| American Red Cross | ||||||||
| 2220 Silvernail Rd | Suite 300 | Pewaukee | WI | 53072 | None | PC | Program Support | $215 |
| Archbishop Curley High School | ||||||||
| 3701 Sinclair Lane | Baltimore | MD | 21213 | None | PC | Program Support | $100 | |
| Auburn University | ||||||||
| 317 S College St | Auburn University | AL | 36849 | None | PC | Program Support | $300 | |
| Betty Brinn Children's Museum | ||||||||
| 929 E Wisconsin Avenue | Milwaukee | WI | 53202 | None | PC | Program Support | $60,000 | |
| Big Brothers Big Sisters of Metropolitan Milwaukee | ||||||||
| 788 N Jefferson St | Ste 600 | Milwaukee | WI | 53202 | None | PC | Program Support | $30,448 |
| Big BrothersBig Sisters of York County Inc | ||||||||
| 227 West Market Street | Suite 102 | York | PA | 17401 | None | PC | Program Support | $10,000 |
| Bishop Noll Institute Foundation Inc | ||||||||
| 1519 Hoffman Street | Hammond | IN | 46327 | None | PC | Program Support | $1,000 | |
| Bizstarts Milwaukee Inc | ||||||||
| 1555 N Rivercenter Dr | Suite 210 | Milwaukee | WI | 53212 | None | PC | Program Support | $10,000 |
| Boys & Girls Club of Greater Milwaukee | ||||||||
| 1558 N 6th Street | Milwaukee | WI | 53212 | None | PC | Program Support | $175,000 | |
| Boys & Girls Club of Kansas City | ||||||||
| 4001 Blue Parkway | Ste 102 | Kansas City | MO | 64130 | None | PC | Program Support | $35,000 |
| Boys Grow Corp | ||||||||
| 9301 e 147th st | kansas city | MO | 64149 | None | PC | Program Support | $5,000 | |
| Brewers Community Foundation | ||||||||
| One Brewers Way | Milwaukee | WI | 53214 | None | PC | Program Support | $25,000 | |
| Broadscope Disability Services | ||||||||
| 6102 W Layton Ave | Greenfield | WI | 53220 | None | PC | Program Support | $10,000 | |
| Build Moto Mentor Program | ||||||||
| 5841 N Shoreland Ave | Whitefish Bay | WI | 53217 | None | PC | Program Support | $255 | |
| Cardinal Stritch University | ||||||||
| 6801 North Yates Road | Milwaukee | WI | 53217 | None | PC | Program Support | $250 | |
| Carroll University | ||||||||
| 100 North East Avenue | Waukesha | WI | 53186 | None | PC | Program Support | $9,000 | |
| Center For Urban Teaching Inc | ||||||||
| 2600 W Wisconsin Ave | Milwaukee | WI | 53233 | None | PC | Program Support | $5,000 | |
| Centro Legal Por Derechos Humanos Inc | ||||||||
| 611 W National Ave | Suite 103 | Milwaukee | WI | 53204 | None | PC | Program Support | $10,000 |
| Chicago Cares Inc | ||||||||
| 2 N Riverside Plaza | STE 1800 | Chicago | IL | 60606 | None | PC | Program Support | $25,000 |
| Chicago Coalition For The Homeless | ||||||||
| 70 E Lake Street | Suite 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 | $30,000 | |
| Children's Aid Society at the Lehman Center | ||||||||
| 400 W Market St | York | PA | 17401 | None | PC | Program Support | $5,000 | |
| Children's Hospital and Health System Foundation | ||||||||
| PO Box 1997 | MS 3050 | Milwaukee | WI | 532011997 | None | PC | Program Support | $200,000 |
| Children's Mercy Hospital | ||||||||
| 2401 Gillham Road | Kansas City | MO | 64108 | None | PC | Program Support | $5,119 | |
| City of Tomahawk Park and Recreation Department | ||||||||
| 23 North 2nd Street | Tomahawk | WI | 60606 | None | GOV | Program Support | $6,000 | |
| Columbia St Mary's Foundation | ||||||||
| Heritage Center | 2320 N Lake Drive | Milwaukee | WI | 60601 | None | PC | Program Support | $25,000 |
| Crispus Attucks Center for Employment and Training | ||||||||
| 605 South Duke Street | York | PA | 53211 | None | PC | Program Support | $10,000 | |
| Cristo Rey Jesuit Corporate Work Study Program | ||||||||
| 1215 S 45th St | West Milwaukee | WI | 17401 | None | PC | Program Support | $30,340 | |
| Cultural Alliance Of York County | ||||||||
| 14 West Market Street | York | PA | 53214 | None | PC | Program Support | $5,000 | |
| CUPED | ||||||||
| 1420 W Center Street | Suite 200 | Milwaukee | WI | 17401 | None | PC | Program Support | $10,000 |
| Dallas Area Rape Crisis Center | ||||||||
| 2801 SWISS AVE | DALLAS | TX | 53206 | None | PC | Program Support | $10,000 | |
| Danceworks Inc | ||||||||
| 1661 N Water Street | Milwaukee | WI | 75204 | None | PC | Program Support | $8,000 | |
| Delaware Valley Golden Retriever Rescue Inc | ||||||||
| 60 Vera Cruz Rd | Reinholds | PA | 53202 | None | PC | Program Support | $1,000 | |
| Discovery World | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 17569 | None | PC | Program Support | $5,000 | |
| DreamWrights Youth & Family Theatre | ||||||||
| 100 Carlisle Avenue | York | PA | 53202 | None | PC | Program Support | $3,000 | |
| Elm Grove Lutheran School | ||||||||
| 945 Terrace Drive | Elm Grove | WI | 17401 | None | PC | Program Support | $5,000 | |
| EquiTeam Support Services | ||||||||
| 1200 South Pleasant Ave | Dallastown | PA | 53122 | None | PC | Program Support | $5,000 | |
| Express Yourself Milwaukee | ||||||||
| 1300 West Fond Du Lac Avenue | 3rd Floor | Milwaukee | WI | 17313 | None | PC | Program Support | $5,000 |
| Feed Northland Kids | ||||||||
| 8105 N Cosby Ave | Kansas City | MO | 53205 | None | PC | Program Support | $2,500 | |
| First Finance FBo FRC Team 2202 | ||||||||
| 2000 Bedford St | Manchester | NH | 64151 | None | PC | Program Support | $495 | |
| First Stage Milwaukee | ||||||||
| 325 W Walnut Street | Milwaukee | WI | 53212 | None | PC | Program Support | $10,000 | |
| Girl Scouts Of NE Kansas & NW Missouri | ||||||||
| 8383 Blue Parkway | Kansas City | MO | 53212 | None | PC | Program Support | $2,500 | |
| Girl Scouts of Wisconsin Southeast | ||||||||
| 131 S 69th Street | Milwaukee | WI | 64133 | None | PC | Program Support | $5,000 | |
| GPS Education Partners | ||||||||
| 20633 Watertown Ct | Suite 202 | Waukesha | WI | 53214 | None | PC | Program Support | $25,000 |
| Green Works in Kansas City | ||||||||
| 4334 McGee Street | Kansas City | MO | 53186 | None | PC | Program Support | $5,000 | |
| Habitat for Humanity of South Collin County | ||||||||
| 2060 Couch Drive | McKinney | TX | 64111 | None | PC | Program Support | $40,000 | |
| Harvesters - The Community Food Network | ||||||||
| 3801 Topping Avenue | Kansas City | MO | 75069 | None | PC | Program Support | $5,000 | |
| Havasu Community Health Foundation | ||||||||
| 94 Acoma Blvd S | Suite 101 | Lake Havasu City | AZ | 64129 | None | PC | Program Support | $3,500 |
| Hoffman Homes Inc | ||||||||
| 815 Orphanage Road | Littlestown | PA | 86404 | None | PC | Program Support | $10,000 | |
| Hope College | ||||||||
| PO Box 9000 | Holland | MI | 17430 | None | PC | Program Support | $5,000 | |
| Hope House Inc | ||||||||
| PO Box 577 | Lees Summit | MO | 494229000 | None | PC | Program Support | $2,500 | |
| Hospice of Havasu | ||||||||
| PO Box 597 | Lake Havasu City | AZ | 64063 | None | PC | Program Support | $570 | |
| Hosptial Hill Run Inc | ||||||||
| 10925 Antioch RD | Ste 203 | Overland Park | KS | 86405 | None | PC | Program Support | $300 |
| Hunger Task Force of Milwaukee Inc | ||||||||
| 201 South Hawley Court | Milwaukee | WI | 66210 | None | PC | Program Support | $500,000 | |
| Illinios Institute of Technology | ||||||||
| 10 W 35th Street | Chicago | IL | 53214 | None | PC | Program Support | $2,500 | |
| Independence First Inc | ||||||||
| 540 South 1st Street | Milwaukee | WI | 60616 | None | PC | Program Support | $5,000 | |
| Interfaith Older Adult Programs Inc | ||||||||
| 600 W Virginia Street | Suite 300 | Milwaukee | WI | 532041605 | None | PC | Program Support | $5,000 |
| Jerry Ambrose Veterans Council Of Mohave County | ||||||||
| PO Box 4463 | Kingman | AZ | 53204 | None | PC | Program Support | $1,500 | |
| Journey House Inc | ||||||||
| 2110 West Scott Street | Milwaukee | WI | 86402 | None | PC | Program Support | $10,000 | |
| Junior Achievement of So Central Pennsylvania | ||||||||
| 610 South George Street | York | PA | 53204 | None | PC | Program Support | $10,000 | |
| Junior Achievement of Wisconsin Inc | ||||||||
| 11111 W Liberty Drive | Milwaukee | WI | 17401 | None | PC | Program Support | $130 | |
| Kansas City Scholars Inc | ||||||||
| 8080 Ward Parkway | Suite 402 | Kansas City | MO | 53224 | None | PC | Program Support | $5,000 |
| Kingman Academy Of Learning | ||||||||
| 3410 N Burbank St | Kngman | AZ | 64114 | None | PC | Program Support | $3,000 | |
| Kingman Area Food Bank | ||||||||
| 2930 E Butler Avenue | Kingman | AZ | 86409 | None | PC | Program Support | $2,000 | |
| Kinship of Tomahawk | ||||||||
| 27 E Wisconsin Avenue | PO Box 653 | Tomahawk | WI | 86409 | None | PC | Program Support | $1,725 |
| Leadership York | ||||||||
| 39 E King Street | York | PA | 54487 | None | PC | Program Support | $2,500 | |
| Leg Up Farm Inc | ||||||||
| 4880 North Sherman Street | Mt Wolf | PA | 17401 | None | PC | Program Support | $10,000 | |
| Loving Shepherd Lutheran School | ||||||||
| 3909 W Clinton Avenue | Milwaukee | WI | 17347 | None | PC | Program Support | $5,000 | |
| Make A Difference Wisconsin Inc | ||||||||
| 710 N Plankinton Ave | Ste 310 | Milwaukee | WI | 53209 | None | PC | Program Support | $12,000 |
| Make A Wish Foundation - York | ||||||||
| 2951 Whiteford Road | Suite 304 | York | PA | 53203 | None | PC | Program Support | $4,000 |
| Marquette University | ||||||||
| PO Box 1881 | Milwaukee | WI | 17402 | None | PC | Program Support | $100 | |
| Marquette University High School | ||||||||
| 3401 W Wisconsin Avenue | Milwaukee | WI | 532011881 | None | PC | Program Support | $3,250 | |
| Martin Library Association | ||||||||
| 159 East Market St | York | PA | 53208 | None | PC | Program Support | $4,585 | |
| Menomonee Falls High School | ||||||||
| W142 N8101 Merrimac Drive | Menomonee Falls | WI | 17401 | None | GOV | Program Support | $4,000 | |
| Menomonee Valley Partners Inc | ||||||||
| 231 W Michigan St | P421 | Milwaukee | WI | 53051 | None | PC | Program Support | $7,500 |
| Meta House Inc | ||||||||
| 2625 N Weil Street | Milwaukee | WI | 53203 | None | PC | Program Support | $15,000 | |
| Michigan Technology University Foundation | ||||||||
| PO Box 390 | Hancock | MI | 53212 | None | PC | Program Support | $50 | |
| Miles of Smiles Inc | ||||||||
| 5416 NE Antioch Road | Kansas CIty | MO | 49930 | None | PC | Program Support | $7,625 | |
| Milwaukee Area Science Advocates (MASA) | ||||||||
| 1845 N Farwel Ave | 100 | Milwaukee | WI | 64119 | None | PC | Program Support | $1,000 |
| Milwaukee Art Museum | ||||||||
| 700 N Art Museum Drive | Milwaukee | WI | 53202 | None | PC | Program Support | $5,000 | |
| Milwaukee Center for Independence | ||||||||
| 2020 W Wells Street | Milwaukee | WI | 53202 | None | PC | Program Support | $15,000 | |
| Milwaukee Community Business Collaborative Inc | ||||||||
| 2821 N Vel R Phillips Avenue | Suite 300 | Milwaukee | WI | 53217 | None | PC | Program Support | $30,000 |
| Milwaukee Development Corporation | ||||||||
| 756 N Milwaukee St | Suite 400 | Milwaukee | WI | 53202 | None | PC | Program Support | $50,000 |
| Milwaukee Habitat for Humanity | ||||||||
| 3726 N Booth Street | Milwaukee | WI | 53212 | None | PC | Program Support | $30,000 | |
| Milwaukee Institute of Art & Design | ||||||||
| 273 East Erie Street | Milwaukee | WI | 53202 | None | PC | Program Support | $5,000 | |
| Milwaukee Montessori School | ||||||||
| 345 North 95th Street | Milwaukee | WI | 53226 | None | PC | Program Support | $500 | |
| Milwaukee Preservation Alliance | ||||||||
| PO Box 510642 | Milwaukee | WI | 53203 | None | PC | Program Support | $55,000 | |
| Milwaukee Public Museum Inc | ||||||||
| 800 W Wells Street | Milwaukee | WI | 53233 | None | PC | Program Support | $5,000 | |
| Milwaukee Public Schools Foundation Incorporated | ||||||||
| 234 W Galena St | Milwaukee | WI | 53212 | None | PC | Program Support | $10,000 | |
| Milwaukee Repertory Theater | ||||||||
| 108 E Wells St | Milwaukee | WI | 53202 | None | PC | Program Support | $15,000 | |
| Milwaukee Rescue Mission | ||||||||
| 830 N 19th Street | Milwaukee | WI | 53233 | None | PC | Program Support | $150 | |
| Milwaukee School of Engineering | ||||||||
| 1025 North Broadway | Milwaukee | WI | 53202 | None | PC | Program Support | $850 | |
| Mount Mary University | ||||||||
| 2900 N Menomonee River Parkway | Milwaukee | WI | 53222 | None | PC | Program Support | $5,000 | |
| Muscular Dystrophy Association | ||||||||
| 22625 Development Dr | Suite 10 | Greenbay | WI | 54311 | None | PC | Program Support | $2,678 |
| National Alopecia Areata Foundation | ||||||||
| 14 Mitchell Boulevard | San Rafael | CA | 94903 | None | PC | Program Support | $305 | |
| Near West Side Partners Inc | ||||||||
| 624 N 24th Street | Milwaukee | WI | 53233 | None | PC | Program Support | $200,000 | |
| New Hope Ministries Inc | ||||||||
| 99 W Church Street | Dillsburg | PA | 17019 | None | PC | Program Support | $5,000 | |
| Next Door | ||||||||
| 2545 N 29th Street | Milwaukee | WI | 53210 | None | PC | Program Support | $25,500 | |
| North Carolina State University | ||||||||
| PO Box 7501 | Raleigh | NC | 27695 | None | PC | Program Support | $175 | |
| North Texas Food Bank | ||||||||
| 4500 S Cockrell Hill Rd | Dallas | TX | 75236 | None | PC | Program Support | $25,000 | |
| Northland Christmas Store Inc | ||||||||
| PO Box 28403 | Gladstone | MO | 64188 | None | PC | Program Support | $5,000 | |
| Oregon State University Foundation | ||||||||
| 850 SW 35th | Corvallis | OR | 97333 | None | PC | Program Support | $50 | |
| Pearls for Teen Girls Inc | ||||||||
| 1805 N Martin Luther King Drive | Milwaukee | WI | 53212 | None | PC | Program Support | $30,000 | |
| Pewaukee High School Bosster Club | ||||||||
| 510 Lake St | Pewaukee | WI | 53072 | None | PC | Program Support | $975 | |
| Pewaukee High School Education Fund | ||||||||
| PO Box 136 | Pewaukee | WI | 53072 | None | PC | Program Support | $50 | |
| Rebuilding Together Kansas City Inc | ||||||||
| 2050 PLUMBERS WAY | STE 150 | Liberty | MO | 64068 | None | PC | Program Support | $2,500 |
| Regents of the University of Michigan | ||||||||
| DEPT CH 10189 | Palatine | IL | 600550189 | None | PC | Program Support | $250 | |
| Re-Member | ||||||||
| PO Box 5054 | Pine Ridge | SD | 57770 | None | PC | Program Support | $165 | |
| Repairers of the Breach | ||||||||
| 1335 West Vliet Street | Milwaukee | WI | 53205 | None | PC | Program Support | $10,000 | |
| Ripon College | ||||||||
| 300 Seward Street | PO Box 248 | Ripon | WI | 54971 | None | PC | Program Support | $1,000 |
| Rockhurst University | ||||||||
| 1100 Rockhurst Road | Kansas City | MO | 64110 | None | PC | Program Support | $2,500 | |
| Safe & Sound | ||||||||
| 801 W Michigan St | Milwaukee | WI | 53233 | None | PC | Program Support | $5,000 | |
| Saint Joseph Elementary School | ||||||||
| 2750 N 122nd St | Wauwatosa | WI | 53222 | None | PC | Program Support | $500 | |
| Samaritan Health Center | ||||||||
| 531 E Washington Street | West Bend | WI | 53095 | None | PC | Program Support | $300 | |
| Schlitz Audubon Nature Center | ||||||||
| 1111 E Brown Deer Rd | Milwaukee | WI | 53217 | None | PC | Program Support | $5,000 | |
| Scholarship America Inc | ||||||||
| One Scholarship Way | St Peter | MN | 56082 | None | PC | Program Support | $77,280 | |
| Section Elementary School | ||||||||
| W318 S8430 Hwy EE | Mukwonago | WI | 53149 | None | PC | Program Support | $100 | |
| Serenity Inns Inc | ||||||||
| PO Box 26887 | Milwaukee | WI | 532260887 | None | PC | Program Support | $5,000 | |
| Servants Inc | ||||||||
| 100 Redco Avenue | Ste C-0 | Red Lion | PA | 17356 | None | PC | Program Support | $10,000 |
| Seven Hills Baseball Federation | ||||||||
| PO Box 3115 | Independence | OH | 44131 | None | PC | Program Support | $208 | |
| SHARP Literacy Inc | ||||||||
| 5775 N Glen Park Drive | Suite 202 | Milwaukee | WI | 53209 | None | PC | Program Support | $10,000 |
| Sheboygan Lutheran High School | ||||||||
| 3323 University Dr | Sheboygan | WI | 53081 | None | PC | Program Support | $250 | |
| Skidmark CLE | ||||||||
| 5401 Hamilton Ave | Cleveland | OH | 44114 | None | PC | Program Support | $2,500 | |
| Sojourner Family Peace Center Inc | ||||||||
| 619 W Walnut St | Milwaukee | WI | 53212 | None | PC | Program Support | $15,000 | |
| St Francis Children's Center | ||||||||
| 6700 N Port Washington Road | Milwaukee | WI | 53217 | None | PC | Program Support | $5,000 | |
| St Joan Antida | ||||||||
| 1341 North Cass Street | Milwaukee | WI | 53202 | None | PC | Program Support | $330 | |
| St Matthew's Lutheran School | ||||||||
| 818 W Wisconsin Ave | Oconomowoc | WI | 53066 | None | PC | Program Support | $1,000 | |
| St Robert School | ||||||||
| 2200 East Capitol Drive | Shorewood | WI | 53066 | None | PC | Program Support | $50 | |
| St Thomas More High School | ||||||||
| 2601 East Morgan Avenue | Milwaukee | WI | 53207 | None | PC | Program Support | $3,500 | |
| Stars and Stripes Honor Flight Inc | ||||||||
| PO Box 636 | Port Washington | WI | 53074 | None | PC | Program Support | $125 | |
| Summerfest Foundation Inc | ||||||||
| 639 E Polk St | Milwaukee | WI | 53207 | None | PC | Program Support | $7,146 | |
| Summit County Historical Society Of Akron Ohio | ||||||||
| 550 Copley Road | Akron | OH | 44320 | None | PC | Program Support | $2,000 | |
| Susan P Byrnes Health Education Center | ||||||||
| 515 S George Street | York | PA | 17401 | None | PC | Program Support | $10,000 | |
| Synergy Services | ||||||||
| 400 East Sixth Street | Parkville | MO | 64152 | None | PC | Program Support | $2,500 | |
| Texas Trees Foundation | ||||||||
| 2906 Swiss Avenue | Dallas | TX | 75204 | None | PC | Program Support | $10,000 | |
| TFI Family Services | ||||||||
| 5600 W 95th St | Suite 318 | Overland Park | KS | 66207 | None | PC | Program Support | $2,500 |
| The Beat Goes On | ||||||||
| 31655 Lancelot Dr | Brookfield | WI | 53045 | None | PC | Program Support | $1,000 | |
| The Foundation for Delta Educational & Econ Devel | ||||||||
| 900 E Linwood Boulevard | Kansas City | MO | 64109 | None | PC | Program Support | $730 | |
| The Pennsylvania State University | ||||||||
| One Old Main | University Park | PA | 16802 | None | GOV | Program Support | $106 | |
| The Rabbit Hole Kc | ||||||||
| 1520 Clay St | North Kansas City | MO | 64116 | None | PC | Program Support | $7,500 | |
| The Resource Foundation | ||||||||
| 237 West 35th Street | Ste 1203 | New York | NY | 10001 | None | PC | Program Support | $30,000 |
| The Salvation Army | ||||||||
| 50 E King St | York | PA | 174011411 | None | PC | Program Support | $32,000 | |
| The University of Iowa Foundation | ||||||||
| PO Box 4550 | Iowa City | IA | 522444550 | None | PC | Program Support | $5,000 | |
| Three Rivers United Temporary Housing | ||||||||
| P O Box 423 | 328 E Washington Ave | Tomahawk | WI | 54487 | None | PC | Program Support | $10,000 |
| Tosa Community Food Pantry | ||||||||
| 7474 Harwood Ave | Wauwatosa | WI | 53213 | None | PC | Program Support | $6,000 | |
| United Community Center | ||||||||
| 1028 South 9th Street | Milwaukee | WI | 53204 | None | PC | Program Support | $10,000 | |
| United Performing Arts Fund | ||||||||
| 301 West Wisconsin Aveue | Suite 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 | $275,187 | |
| University of Idaho Foundation Inc | ||||||||
| Gift Administration | PO Box 443147 | Moscow | ID | 838443147 | None | PC | Program Support | $75 |
| University of Wisconsin Madison Foundation | ||||||||
| 1848 University Avenue | Madison | WI | 53726 | None | PC | Program Support | $825 | |
| University of Wisconsin Milwaukee Foundation Inc | ||||||||
| 1440 E North Ave | Milwaukee | WI | 53202 | None | PC | Program Support | $7,700 | |
| University of Wisconsin Parkside Benevolent Fdn | ||||||||
| 900 Wood Road | Kenosha | WI | 53144 | None | PC | Program Support | $1,500 | |
| University School of Milwaukee | ||||||||
| 2100 W Fairy Chasm Road | Milwaukee | WI | 53217 | None | GOV | Program Support | $5,000 | |
| University Wisconsin-Whitewater Foundation Inc | ||||||||
| 800 W Main Street | Whitewater | WI | 531901705 | None | PC | Program Support | $1,900 | |
| Urban Ecology Center | ||||||||
| 1500 E Park P | Milwaukee | WI | 53211 | None | PC | Program Support | $15,000 | |
| UW-Eau Claire Foundation Inc | ||||||||
| 214 Schofield Hall | 105 Garfield Avenue PO Box 4004 | Eau Claire | WI | 54702 | None | PC | Program Support | $1,050 |
| Visiting Nurse Association of Wisconsin Inc | ||||||||
| 1155 N Honey Creek Parkway | Wauwatosa | WI | 53213 | None | PC | Program Support | $121 | |
| West Virgina Wesleyan College | ||||||||
| 59 College Ave | Buchhannon | WV | 26201 | None | PC | Program Support | $50 | |
| Wisconsin Broads for a Cause | ||||||||
| 2400 DeCarlin Dr | Milwaukee | WI | 53045 | None | PC | Program Support | $110 | |
| Wisconsin Humane Society | ||||||||
| 4500 West Wisconsin Avenue | Milwaukee | WI | 53208 | None | PC | Program Support | $140 | |
| Wisconsin Lutheran High School | ||||||||
| 330 N Glenview Avenue | Milwaukee | WI | 53213 | None | PC | Program Support | $30 | |
| Wisconsin Regional Training Partnership | ||||||||
| 3841 W Wisconsin Avenue | Milwaukee | WI | 53208 | None | PC | Program Support | $37,500 | |
| YMCA | ||||||||
| 161 W Wisconsin Ave | STE 4000 | Milwaukee | WI | 53203 | None | PC | Program Support | $57,100 |
| YMCA Of Metropolitan Chicago | ||||||||
| 1030 W Van Buren St | Chicago | IL | 60607 | None | PC | Program Support | $5,000 | |
| York County 4-H | ||||||||
| 112 Pleasant Acres Rd | York | PA | 17402 | None | PC | Program Support | $965 | |
| York County Crime Stoppers | ||||||||
| 2665 Sulton Supreme Way | York | PA | 17402 | None | PC | Program Support | $240 | |
| York County Food Bank | ||||||||
| 254 W Princess St | York | PA | 17401 | None | PC | Program Support | $10,000 | |
| York County Literacy Council | ||||||||
| 800 East King Street | York | PA | 17403 | None | PC | Program Support | $12,500 | |
| York Fresh Food Farms | ||||||||
| 150 Willis Road | York | PA | 17404 | None | PC | Program Support | $3,915 | |
| York Habitat for Humanity | ||||||||
| 33 S Steward Street | York | PA | 17404 | None | PC | Program Support | $7,500 | |
| YWCA of York | ||||||||
| 320 East Market Street | 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 | $2,978,588 | 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 | $266,344 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $556,085 | 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 | $1,858,445 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,685,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,685,874 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,825 | Amt |
| Net Investment Income | $6,413 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,412 | 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 | $7,830,428 | EOYBookValueAmt |
| EOYFMV | $7,728,462 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $18,100,817 | EOYBookValueAmt |
| EOYFMV | $18,044,765 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUE ADJUSTMENT | Desc |
| Amt | $116,416 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOFTWARE | Desc |
| Revenue And Expenses Per Books | $51,543 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $51,543 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Baird 0617 - Other Income | $5,000 | |
| Baird 3774 - Other Income | $4,700 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVST MGMT FEES - BAIRD 9013 | $3,735 | $3,735 |
| INVST MGMT FEES - BAIRD 3839 | $10,031 | $10,031 |
| INVST MGMT FEES - BAIRD 0617 | $17,989 | $17,989 |
| INVST MGMT FEES - BAIRD 2566 | $39,295 | $39,295 |
| INVST MGMT FEES - BAIRD 2514 | $10,985 | $10,985 |
| INVST MGMT FEES - BAIRD 2409 | $4,546 | $4,546 |
| INVST MGMT FEES - BAIRD 2407 | $740 | $740 |
| INVST MGMT FEES - BAIRD 6131 | $1,339 | $1,339 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES - BAIRD 3839 | $2,585 | $2,585 | $0 | $0 |
| FOREIGN TAXES - BAIRD 2566 | $13,778 | |||
| 2018 ESTIMATE PAYMENT | $15,000 | |||
| FED TAX WITHHELD - BAIRD 2407 | $52 |