CEDAR STREET CHARITABLE FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CEDAR STREET CHARITABLE FOUNDATION INC (EIN 26-4530730)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-14
- IRS object ID
- 201711959349301171
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-14T13:53:51-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390747409 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REILLY PENNER & BENTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 NORTH MAYFAIR RD SUITE 302 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532263255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264530730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR STREET CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 8479213126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N PLANKINTON AVENUE NO 216 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGG GEORGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8479213126 | PhoneNum |
| Signature | 2017-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK HOFFERT | PreparerPersonNm |
| PTIN | P00979243 | PTIN |
| Phone | 4142717800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.133.53.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-16 | IPDt |
| IP Tm | 09:15:20 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3F79C68822121677DB51DA0696BB67E720B2F6B1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB617079E7974BFAFC1A155D0B5AEAE12C148DD9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGG GEORGE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N PLANKINTON AVENUE NO 216 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,247,627 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NONE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MAKING OF GRANTS TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS AND THE SPONSORSHIP OF DONOR ADVISED FUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,913,553 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,198,210 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,307,786 | PYInvestmentIncomeAmt |
| CY Investment Income | $247,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,221,339 | PYTotalRevenueAmt |
| CY Total Revenue | $7,445,485 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,405,028 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,591,892 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $75,351 | PYOtherExpensesAmt |
| CY Other Expenses | $101,067 | CYOtherExpensesAmt |
| PY Total Expenses | $5,480,379 | PYTotalExpensesAmt |
| CY Total Expenses | $4,692,959 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,259,040 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,752,526 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,878,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,779,313 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,001 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,842,856 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,773,312 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SPONSORSHIP OF DONOR ADVISED FUNDS AND THE MAKING OF GRANTS AND CONTRIBUTIONS TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,591,892 | ExpenseAmt |
| Grant | $4,591,892 | GrantAmt |
| Desc | THE MAKING OF GRANTS AND CONTRIBUTIONS TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $4,591,892 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGG W GEORGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479213126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 N PLANKINTON STE 216 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| GREGG W GEORGE | |||||
| DIRECTOR AND PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 |
| BLADEN J BURNS | |||||
| DIRECTOR AND SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 |
| CARRIE RAYMOND BEDORE | |||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 |
| MICHAEL J VAN HANDEL | |||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 |
| JEFF MOSTER | |||||
| DIRECTOR AND TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,198,210 | AllOtherContributionsAmt |
| Noncash Contributions | $7,037,210 | NoncashContributionsAmt |
| Total Contributions | $7,198,210 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,096,972 | TotalRevenueColumnAmt |
| Exclusion | $1,096,972 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,952,445 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,802,142 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$849,697 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$849,697 | TotalRevenueColumnAmt |
| Exclusion | -$849,697 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,445,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $247,275 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,591,892 | TotalAmt |
| Program Services | $4,591,892 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,720 | TotalAmt |
| Management And General | $73,720 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273 | TotalAmt |
| Management And General | $273 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,850 | TotalAmt |
| Management And General | $15,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257 | TotalAmt |
| Management And General | $1,257 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530 | TotalAmt |
| Management And General | $1,530 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,427 | TotalAmt |
| Management And General | $4,427 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REGISTRATION FEES | Desc |
| Total | $510 | TotalAmt |
| Management And General | $510 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,692,959 | TotalAmt |
| Program Services | $4,591,892 | ProgramServicesAmt |
| Management And General | $101,067 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,855 | BOYAmt |
| EOY | $22,205 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,798,129 | BOYAmt |
| EOY | $27,711,501 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,873 | BOYAmt |
| EOY | $45,607 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,878,857 | BOYAmt |
| EOY | $27,779,313 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,001 | BOYAmt |
| EOY | $6,001 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,001 | BOYAmt |
| EOY | $6,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,842,856 | BOYAmt |
| EOY | $27,773,312 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,842,856 | BOYAmt |
| EOY | $27,773,312 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,878,857 | BOYAmt |
| EOY | $27,779,313 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,752,526 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,177,930 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,276,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,871,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,090,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,913,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,198,210 | CurrentTaxYearAmt |
| Total | $36,350,909 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,276,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,871,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,090,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,913,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,198,210 | CurrentTaxYearAmt |
| Total | $36,350,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,349,902 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,001,007 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $634,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $773,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,403,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,200,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $997,904 | CurrentTaxYearAmt |
| Total | $5,008,889 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,359,798 | TotalSupportAmt |
| Public Support CY170 | 0.50780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 76 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $7,198,210 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $4,591,892 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $27,779,313 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,623,415 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,177,930 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,177,930 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,445,485 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,445,485 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,692,959 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,692,959 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,692,959 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE ORGANIZATION, AS A NOT-FOR-PROFIT ORGANIZATION, IS EXEMPT FROM STATE AND LOCAL INCOME TAXES AND HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION FOR DONORS. THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF THE ORGANIZATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (135 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| 262 WITH DONNA | ||||||
| 11762 MARCO BEACH DR | JACKSONVILLE | FL | 32224 | 262736601 | $7,500 | GENERAL |
| 889 RADIO MILWAUKEE | ||||||
| 220 E PITTSBURGH AVENUE | MILWAUKEE | WI | 53204 | 201257939 | $9,000 | GENERAL |
| AKRON CHILDRENS HOSPITAL | ||||||
| 1 PERKINS SQUARE | AKRON | OH | 44302 | 346575496 | $100,000 | GENERAL |
| ALVERNO COLLEGE | ||||||
| 3400 SOUTH 43RD STREET | MILWAUKEE | WI | 53219 | 390806263 | $10,000 | GENERAL |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 8384 BAY MEADOWS ROAD SUITE 10- | JACKSONVILLE | FL | 32256 | 131623888 | $45,000 | GENERAL |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | $30,000 | GENERAL |
| AREMA EDUCATIONAL FOUNDATION | ||||||
| 10003 DEREKWOOD LANE SUITE 201 | LANHAM | MD | 20706 | 541967188 | $6,000 | GENERAL |
| AUGUSTANA COLLEGE | ||||||
| 2001 SOUTH SUMMIT AVE | SIOUX FALLS | SD | 57197 | 460224588 | $10,000 | GENERAL |
| AURORA UNIVERSITY | ||||||
| 347 S GLADSTONE AVE | AURORA | IL | 60506 | 362166964 | $5,000 | GENERAL |
| BARTHAL LUTHERAN HOME | ||||||
| 1922 5TH AVENUE NW | WAVERLY | IA | 50677 | 420752685 | $10,000 | MORE THAN BRICKS |
| BEST BUDDIES INTERNATIONAL | ||||||
| 100 SE 2ND ST 2200 | MIAMI | FL | 33131 | 521614576 | $6,500 | GENERAL |
| BISHOPS ANNUAL STEWARDSHIP APPEAL | ||||||
| 11625 OLD ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32258 | 590637829 | $10,000 | GENERAL |
| BOYS & GIRLS CLUB OF SHEBOYGAN | ||||||
| 107 CEDAR ST | SHEBOYGAN FALLS | WI | 53085 | 391246782 | $10,000 | GENERAL |
| BRIGHAM YOUNG UNIVERSITY | ||||||
| BRIGHAM YOUNG UNIVERSITY | PROVO | UT | 84602 | 870217280 | $5,000 | GENERAL |
| BROOKFIELD CONGREGATIONAL CHURCH | ||||||
| 16350 GEBHARDT ROAD | BROOKFIELD | WI | 53005 | 396031643 | $14,000 | GENERAL |
| CAMPAIGN FOR CATHOLIC SCHOOLS | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02186 | 262290458 | $20,000 | GENERAL |
| CARMEN SCHOOL OF TECHNOLOGY | ||||||
| 5496 NORTH 72ND ST | MILWAUKEE | WI | 53208 | 562569203 | $10,000 | GENERAL |
| CASA DE AMMA | ||||||
| 27231 CALLE ARROYO | SAN JUAN | CA | 92675 | 260030511 | $10,000 | GENERAL |
| CATHEDRAL ARTS PROJECT | ||||||
| 4064 SALISBURY ROAD 107 | JACKSONVILLE | FL | 32217 | 593672453 | $37,500 | GENERAL |
| CATHOLIC CHARITIES OF EAST TENNESSEE | ||||||
| 119 DAMERON AVE | KNOXVILLE | TN | 37917 | 621377551 | $65,000 | GENERAL |
| CATO INSTITUTE | ||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200005403 | 237432162 | $5,000 | GENERAL |
| CHARLES E KUBLY FOUNDATION | ||||||
| PO BOX 170284 | MILWAUKEE | WI | 53217 | 200375310 | $10,000 | GENERAL |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| PO BOX 1997 | MILWAUKEE | WI | 53201 | 390812532 | $71,000 | GENERAL |
| CHILDREN'S MIRACLE NETWORK | ||||||
| 205 W 700 SOUTH | SALT LAKE CITY | UT | 84101 | 870387205 | $5,000 | GENERAL |
| CHINA OUTREACH MINISTRIES | ||||||
| 555 GETTYSBURG PIKE SUITE A-200 | MECHANICSBURG | PA | 17055 | 520883435 | $15,000 | GENERAL |
| CHRIST EPISCOPAL CHURCH | ||||||
| 5655 N LAKE DR | MILWAUKEE | WI | 53217 | 390824006 | $10,000 | GENERAL |
| CHURCH OF THE RESURRECTION | ||||||
| W287 N3700 NORTH SHORE DRIVE | PEWAUKEE | WI | 53072 | 391453653 | $11,500 | GENERAL |
| CITY YEAR JACKSONVILLE | ||||||
| 6 E BAY ST | JACKSONVILLE | FL | 32202 | 596161532 | $25,000 | GENERAL |
| COE COLLEGE | ||||||
| 1220 FIRST AVENUE NE | CEDAR RAPIDS | IA | 52402 | 420686467 | $15,000 | GENERAL |
| COMMUNITY UNITED METHODIST CHURCH | ||||||
| 20 N CENTER | NAPERVILLE | IL | 60540 | 362198050 | $7,000 | GENERAL |
| CORNELL COLLEGE | ||||||
| 600 1ST ST | MT VERNON | IA | 52314 | 420680335 | $7,500 | GENERAL |
| CRISTO REY JESUIT MILWAUKEE | ||||||
| 1215 S 45TH ST | MILWAUKEE | WI | 53214 | 465457943 | $88,333 | GENERAL |
| DAVIDSON COLLEGE | ||||||
| 102 N MAIN ST | DAVIDSON | NC | 28036 | 560529961 | $34,000 | GENERAL |
| DIOCESE OF BRIDGEPORT | ||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | 060737923 | $50,000 | GENERAL |
| DIVINE SAVIOR HOLY ANGELS HIGH SCHOOL | ||||||
| 4257 N 100TH ST | MILWAUKEE | WI | 53222 | 390929898 | $20,000 | GENERAL |
| EMF K-LOVE | ||||||
| 5700 W OAKS BLVD | ROCKLIN | CA | 95765 | 942816342 | $5,000 | GENERAL |
| FEEDING AMERICA EASTERN WI | ||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | 391808502 | $7,500 | GENERAL |
| FIRST STAGE CHILDREN'S THEATER | ||||||
| 325 W WALNUT ST | MILWAUKEE | WI | 53212 | 391634828 | $10,000 | GENERAL |
| FOR THEIR HONOR | ||||||
| 450-106 STATE RD 13N 178 | ST JOHNS | FL | 32259 | 471766210 | $5,000 | GENERAL |
| FUNK ZITIELLO FOUNDATION | ||||||
| 8152 SEVEN MILE DR | PONTE VEDRA BEACH | FL | 32082 | 813204321 | $6,250 | CHAMPIONS OF HOPE |
| GENEVA LAKE CONSERVANCY | ||||||
| 398 MILL ST | FONTANA | WI | 53125 | 391418947 | $5,000 | GENERAL |
| GERMAN INTERNATIONAL SCHOOL CHICAGO | ||||||
| 1447 WEST MONTROSE AVENUE | CHICAGO | IL | 60613 | 261632141 | $8,000 | GENERAL |
| GORYEB CHILDREN'S HOSPITAL | ||||||
| 100 MADISON AVENUE | MORRISTOWN | NJ | 07960 | 270996732 | $10,000 | GENERAL |
| GRACE CHURCH | ||||||
| 10633 JOHN W ELLIOTT DRIVE | FRISCO | TX | 75034 | 200739452 | $28,500 | GENERAL |
| GRACE COMMUNITY CHURCH | ||||||
| 8400 W BELOIT RD | MILWAUKEE | WI | 53227 | 410870840 | $50,000 | GENERAL |
| GREENWOOD SCHOOL FUND | ||||||
| 14 GREENWOOD LN | PUTNEY | VT | 05346 | 042642602 | $5,000 | GENERAL |
| IMMANUEL PRESBYTERIAN CHURCH | ||||||
| 1105 N WAVERLY PLACE | MILWAUKEE | WI | 53202 | 237212293 | $74,000 | GENERAL |
| JACKSONVILLE HUMANE SOCIETY | ||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 32216 | 590624410 | $35,000 | GENERAL |
| JACKSONVILLE UNIVERSITY | ||||||
| 2800 UNIVERSITY BLVD | JACKSONVILLE | FL | 32211 | 590624412 | $35,000 | GENERAL |
| JSU FOUNDATION | ||||||
| 700 PELHAM ROAD NORTH | JACKSONVILLE | AL | 36265 | 590790965 | $40,000 | GENERAL |
| JUNIOR ACHIEVEMENT OF CHICAGO | ||||||
| 651 WEST WASHINGTON ST | CHICAGO | IL | 60661 | 362170141 | $6,000 | GENERAL |
| JUNIOR ACHIEVEMENT OF WISCONSIN | ||||||
| 11111 WEST LIBERTY DRIVE | MILWAUKEE | WI | 53224 | 390826295 | $10,000 | GENERAL |
| JUNIOR ACHIEVEMENT - SOUTHEAST TEXAS | ||||||
| 2115 E GOVERNORS CIRCLE | HOUSTON | TX | 77092 | 741153957 | $5,000 | GENERAL |
| KATZ 4 KEEPS | ||||||
| 3101 SAWGRASS VILLAGE CIR | PONTE VEDRA BEACH | FL | 32082 | 261709573 | $5,000 | GENERAL |
| KIPP JACKSONVILLE SCHOOLS | ||||||
| 1440 MCDUFF AVE N | JACKSONVILLE | FL | 32254 | 264046741 | $100,000 | GENERAL |
| LAKE GENEVA FRESH AIR ASSOCIATION | ||||||
| PO BOX 10 | WILLIAMS BAY | WI | 53191 | 362225489 | $5,000 | GENERAL |
| LALUMIERE SCHOOL | ||||||
| 6801 N WILHELM RD | LAPORTE | IN | 46350 | 351085350 | $6,000 | GENERAL |
| LEE UNIVERSITY | ||||||
| 1120 N OCOEE ST | CLEVELAND | TN | 37311 | 620502739 | $10,000 | GENERAL |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | 135644916 | $36,100 | GENERAL |
| LUIS PALAU ASSOCIATION | ||||||
| PO BOX 50 | PORTLAND | OR | 97207 | 930713827 | $5,000 | GENERAL |
| LUPUS FOUNDATION OF AMERICA | ||||||
| 5201 S 75TH STREET | GREENDALE | WI | 53129 | 391620195 | $5,000 | GENERAL |
| LYCOMING COLLEGE | ||||||
| 700 COLLEGE PL | WILLIAMSPORT | PA | 17701 | 240795965 | $5,000 | GENERAL |
| MAKE A WISH WISCONSIN CHAPTER | ||||||
| 11020 W PLANK CT 200 | WAUWATOSA | WI | 53226 | 391543541 | $5,000 | GENERAL |
| MANY FACES ON HUMANITY | ||||||
| 759 N MILWAUKEE ST 410 | MILWAUKEE | WI | 53202 | 474243023 | $10,000 | GENERAL |
| MARQUETTE UNIVERSITY | ||||||
| BIN 88388 | MILWAUKEE | WI | 53288 | 390806251 | $51,100 | GENERAL |
| MARQUETTE UNIVERSITY HIGH SCHOOL | ||||||
| 3401 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | 390806826 | $70,000 | GENERAL |
| MASSEY CANCER CENTER | ||||||
| PO BOX 980037 | RICHMOND | VA | 232980037 | 541817025 | $10,000 | GENERAL |
| MAYO CLINIC | ||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | 416011702 | $250,000 | GENERAL |
| MERCY HOME FOR BOYS & GIRLS | ||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | 362171726 | $24,000 | GENERAL |
| MILLERSVILLE UNIVERSITY | ||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17551 | 236435616 | $5,000 | GENERAL |
| MILWAUKEE ART MUSEUM | ||||||
| 700 NORTHART MUSEUM DRIVE | MILWAUKEE | WI | 53202 | 390806316 | $34,750 | GENERAL |
| MILWAUKEE BUCKS FOUNDATION | ||||||
| 1001 NORTH 4TH STREET | MILWAUKEE | WI | 53203 | 473620094 | $7,500 | GENERAL |
| MILWAUKEE COLLEGE PREP | ||||||
| 1228 W LLOYD ST | MILWAUKEE | WI | 53205 | 391881295 | $20,000 | GENERAL |
| MILWAUKEE INSTITUTE OF ART & DESIGN | ||||||
| 273 E ERIE ST | MILWAUKEE | WI | 53202 | 391201561 | $6,000 | GENERAL |
| MILWAUKEE FILM | ||||||
| 229 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | 263049630 | $9,430 | GENERAL |
| MILWAUKEE LIBRARY FOUNDATION | ||||||
| 814 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | 391610233 | $13,600 | GENERAL |
| MILWAUKEE REPERTORY THEATRE | ||||||
| 108 E WELLS ST | MILWAUKEE | WI | 53202 | 390946025 | $6,500 | GENERAL |
| MINNESOTA ADULT & TEEN CHALLENGE | ||||||
| 2 EAST 2ND ST | DULUTH | MN | 55802 | 411517351 | $10,000 | GENERAL |
| MUNSON MEDICAL CENTER | ||||||
| 1105 6TH ST | TRAVERSE CITY | MI | 49684 | 381362830 | $7,000 | GENERAL |
| NORTHEAST FLORIDA EQUESTRIAN SOCIETY | ||||||
| 13611 NORMANDY BLVD | JACKSONVILLE | FL | 32221 | 010636438 | $5,300 | GENERAL |
| NORTHERN MICHIGAN CATHOLIC FOUNDATION | ||||||
| PO BOX 3418 | TRAVERSE CITY | MI | 49685 | 800284044 | $8,000 | GENERAL |
| NORTHERN STAR COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 393 MARSHALL AVE | SAINT PAUL | MN | 55102 | 203000282 | $15,000 | GENERAL |
| PEGGY NOTEBAERT NATURE MUSEUM | ||||||
| 2430 N CANNON DR | CHICAGO | IL | 60614 | 360895575 | $5,000 | GENERAL |
| PENCIL INC | ||||||
| 30 W 26TH ST 5TH FLOOR | NEW YORK | NY | 10010 | 223384302 | $5,000 | GENERAL |
| PLANNED PARENTHOOD OF WISCONSIN | ||||||
| 302 N JACKSON ST | MILWAUKEE | WI | 53202 | 390863391 | $20,000 | GENERAL |
| POTAWATOMI AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 804 BLUEMOUND ROAD | WAUKESHA | WI | 53188 | 390806342 | $5,000 | GENERAL |
| PS11 PTA | ||||||
| 320 W 21ST ST | NEW YORK | NY | 10011 | 264153754 | $10,000 | GENERAL |
| PUERTO RICO COMMUNITY FOUNDATION | ||||||
| PO BOX 70362 | SAN JUAN | PR | 00936 | 660413230 | $5,000 | GENERAL |
| REDEMPTION HILL CHURCH | ||||||
| PO BOX 8 | ROUND ROCK | TX | 78680 | 364759271 | $25,000 | GENERAL |
| RIVERSIDE PRESBYTERIAN CHURCH YOUTH | ||||||
| 849 PARK STREET | JACKSONVILLE | FL | 32204 | 591111095 | $5,000 | YOUTH DEPARTMENT |
| ROCK CENTRAL | ||||||
| PO BOX 8 | WILLIAMS BAY | WI | 53191 | 460893222 | $10,000 | GENERAL |
| ROCKFORD UNIVERSITY | ||||||
| 5050 E STATE STREET | ROCKFORD | IL | 61108 | 362167842 | $200,000 | GENERAL |
| ROCKNE HERITAGE FUND | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | $10,000 | WOMENS GOLF |
| SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06828 | 060776644 | $800,000 | MARTIRE BUILDING |
| SARATOGA WARHORSE FOUNDATION | ||||||
| PO BOX 461 | SARATOGA SPRINGS | NY | 12866 | 462934258 | $10,000 | GENERAL |
| SEARCH HOMELESS SERVICES | ||||||
| 2505 FANNIN | HOUSTON | TX | 77002 | 760260403 | $15,000 | GENERAL |
| SECOND HARVEST OF EAST TENNESSEE | ||||||
| 136 HARVEST LANE | MARYVILLE | TN | 37801 | 581450139 | $5,000 | GENERAL |
| ST AMBROSE UNIVERSITY | ||||||
| 518 W LOCUST ST | DAVENPORT | IA | 52803 | 420703280 | $125,000 | GENERAL |
| ST LOUIS CHILDREN'S HOSPITAL | ||||||
| ONE CHILDRENS PLACE | ST LOUIS | MO | 63110 | 430654870 | $10,000 | GENERAL |
| ST JOHN VIANNEY | ||||||
| 1755 N CALHOUN RD | BROOKFIELD | WI | 53045 | 390924820 | $150,000 | GENERAL |
| ST JOHN PRESBYTERIAN CHURCH | ||||||
| 4275 HERSCHEL ST | JACKSONVILLE | FL | 32210 | 590855405 | $10,000 | GENERAL |
| ST LAURENCE FOUNDATION | ||||||
| 5556 W 77TH ST | BURBANK | IL | 60459 | 362473481 | $30,000 | GENERAL |
| ST LAURENCE HIGH SCHOOL | ||||||
| 5556 W 76TH ST | BURBANK | IL | 60459 | 461184417 | $20,000 | GENERAL |
| ST PAUL'S LUTHERAN CHURCH | ||||||
| 301 1ST ST NW | WAVERLY | IA | 50677 | 363514256 | $5,000 | SPARK BUILDING FUND |
| ST PHILIP NERI PARISH | ||||||
| 6405 S ORCHARD RD | LINTHICUM HEIGHTS | MD | 21090 | 461093887 | $7,000 | GENERAL |
| TEXAS CHILDREN'S HOSPITAL | ||||||
| 6621 FANIN ST | HOUSTON | TX | 77030 | 741100555 | $5,000 | GENERAL |
| THE AMERICAN COLLEGE | ||||||
| 270 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | 273015130 | $139,862 | GENERAL |
| THE CATHEDRAL CENTER | ||||||
| 845 N VAN BUREN ST | MILWAUKEE | WI | 53202 | 743038890 | $5,000 | GENERAL |
| THE KIDNEY FOUNDATION | ||||||
| 1169 OAK VALLEY DRIVE | ANN ARBOR | MI | 48108 | 381559941 | $5,000 | GENERAL |
| TRINITY LUTHERAN CHURCH | ||||||
| 206 E BADGER | WAUPACA | WI | 54981 | 396140751 | $81,000 | GENERAL |
| UCSF FOUNDATION | ||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94143 | 942829914 | $20,000 | GENERAL |
| UNITED COMMUNITY CENTER | ||||||
| 1028 S 9TH STREET | MILWAUKEE | WI | 53204 | 391146191 | $10,000 | GENERAL |
| UNITED PERFORMING ARTS FUND | ||||||
| 01 W WISCONSIN AVE 600 | MILWAUKEE | WI | 53203 | 366100399 | $12,500 | GENERAL |
| UNITED WAY | ||||||
| 1301 RIVERPLACE BLVD STE 400 | JACKSONVILLE | FL | 32207 | 590637825 | $17,350 | GENERAL |
| UNITED WAY OF DANE COUNTY | ||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | 390817532 | $25,000 | GENERAL |
| UNITED WAY OF DOOR COUNTY | ||||||
| 57 N 3RD AVE | STURGEON BAY | WI | 54235 | 391799879 | $5,000 | GENERAL |
| UNITED WAY OF GREATER MILWAUKEE | ||||||
| 225 WEST VINE STREET | MILWAUKEE | WI | 53212 | 390806190 | $251,500 | GENERAL |
| UNITED WAY OF NE FLORIDA | ||||||
| 1301 RIVERPLACE BLVD STE 400 | JACKSONVILLE | FL | 32207 | 590637825 | $76,000 | GENERAL |
| NOTRE DAME UNIVERSITY | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | $26,500 | GENERAL |
| UNIVERSITY OF PITTSBURGH | ||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | PITTSBURGH | PA | 15260 | 250965591 | $5,000 | DEPT OF ATHLETICS |
| UNIVERSITY OF TEXAS CANCER CENTER | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | 746001118 | $5,000 | GENERAL |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 27 BASCOM HALL | MADISON | WI | 53706 | 390743975 | $55,000 | GENERAL |
| UNIVERSITY SCHOOL OF MILWAUKEE | ||||||
| 2100 FAIRY CHASM ROAD | MILWAUKEE | WI | 53217 | 396076442 | $5,000 | GENERAL |
| UW CARBONE CANCER CENTER | ||||||
| 1 S PARK ST | MADISON | WI | 53715 | 255017177 | $5,000 | GENERAL |
| UW FOUNDATION | ||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | 391947636 | $6,000 | GENERAL |
| VIP SERVICES | ||||||
| 811 E GENEVA | ELKHORN | WI | 53121 | 391227648 | $5,000 | GENERAL |
| WALLOON LAKE GUARDIAN FUND | ||||||
| PO BOX 621 | PETOSKEY | MI | 49770 | 386080126 | $5,000 | GENERAL |
| WALSH UNIVERSITY ENDOWMENT FUND | ||||||
| 2020 E MAPLE STREET | NORTH CANTON | OH | 44720 | 340868798 | $20,000 | GENERAL |
| WARRIOR DOG FOUNDATION | ||||||
| 8700 STONEBROOK PKWY 2196 | FRISCO | TX | 75034 | 462092762 | $5,000 | GENERAL |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | 430653611 | $6,000 | GENERAL |
| WILLIAMS COLLEGE | ||||||
| 880 MAIN ST | WILLIAMSTOWN | MA | 01267 | 042104847 | $20,000 | GENERAL |
| WILLIAMS SYNDROME ASSOCIATION | ||||||
| 570 KIRTS BOULEVARD SUITE 223 | TROY | MI | 480844156 | 223305007 | $10,000 | GENERAL |
| WILLOW CREEK CHURCH | ||||||
| 67 EAST ALGONQUIN ROAD | SOUTH BARRINGTON | IL | 60010 | 510164942 | $160,000 | GENERAL |
| YMCA AT PABST FARMS | ||||||
| 1750 VALLEY RD | OCONOMOWOC | WI | 53066 | 390806378 | $5,000 | GENERAL |
| YMCA OF THE GREATER TWIN CITIES | ||||||
| 2125 E HENNEPIN AVE | MINNEAPOLIS | MN | 55413 | 452563299 | $17,500 | GENERAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 193 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION'S BOARD OF DIRECTORS HAS FINAL AUTHORITY OVER GRANT DISTRIBUTIONS. DONOR ADVISORS ARE ABLE TO ADVISE THE ORGANIZATION AS TO THE USE OF THE DONOR ADVISED FUNDS TO SUPPORT THE CHARITABLE PROGRAMS OF QUALIFIED DISTRIBUTEES, THE IDENTITY OF OTHER POSSIBLE CHARITABLE DISTRIBUTEES, AND THE POSSIBLE TIMING AND AMOUNTS OF DISTRIBUTIONS; ALTHOUGH THE DONOR ADVISORS' RECOMMENDATIONS ARE NONBINDING. DISTRIBUTIONS ARE NOT MADE UNTIL THE ORGANIZATION HAS VERIFIED THE DISTRIBUTEES' TAX-EXEMPT STATUS AS DEFINED BY SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND ITS STATUS AS A PUBLIC CHARITY AS DEFINED BY SECTION 509(A)(1), (2) OR (3). THE ORGANIZATION CONDUCTS ITS BEST EFFORTS TO ENSURE THAT ALL GRANT FUNDS ARE USED FOR CHARITABLE PURPOSES. IT IS THE ORGANIZATION'S POLICY THAT DISTRIBUTIONS NOT BE MADE TO INDIVIDUALS OR FOREIGN ORGANIZATIONS. IN ADDITION, DISTRIBUTIONS MADE BY THE ORGANIZATION ARE TO BE USED BY DISTRIBUTEES EXCLUSIVELY IN FURTHERANCE OF TAX-EXEMPT PURPOSES AND CANNOT BE USED FOR THE PRIVATE BENEFIT OF THE DONOR ADVISOR OR PERSONS RELATED TO THE DONOR ADVISOR. THE ORGANIZATION MAY CONTACT PROSPECTIVE DISTRIBUTEES TO OBTAIN INFORMATION ABOUT THEIR PROGRAMS AND CHARITABLE ACTIVITIES BEFORE APPROVING A GRANT RECOMMENDATION, AND MAY CONTACT THE DISTRIBUTEE AFTERWARD TO ENSURE THAT THE DISTRIBUTION WAS USED FOR ITS STATED PURPOSE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGG GEORGE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OFFICER OF ORGANIZATION AND CRESCENT GROVE ADVISORS | RelationshipDescriptionTxt |
| Transaction | $60,000 | TransactionAmt |
| Transaction | THE ORGANIZATION HAS ENTERED INTO A SUPPORT SERVICES AGREEMENT WITH CRESCENT GROVE ADVISORS TO PROVIDE EMPLOYEE SERVICES, OFFICE SPACE, EQUIPMENT AND FURNITURE USAGE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,037,210 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | LISTED FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAD A CONTRACT WITH CRESCENT GROVE ADVISORS TO PROVIDE ADMINISTRATIVE SERVICES, EMPLOYEES, OFFICE SPACE, AND EQUIPMENT USAGE. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THE COMPLETED FORM 990 ARE PROVIDED TO THE MEMBERS OF THE BOARD FOR THEIR REVIEW. THE BOARD DISCUSSES AND APPROVES THE FORM 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OCCURS AT THE ANNUAL MEETING |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |