SIEBERT LUTHERAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIEBERT LUTHERAN FOUNDATION INC (EIN 39-6050046)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349100821
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:01:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 W INNOVATION DR STE 300 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396050046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEBERT LUTHERAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIEB | BusinessNameControlTxt |
| Phone | 4142692832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 755 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURTISS KRUEGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4142692832 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL M SENGER CPA | PreparerPersonNm |
| PTIN | P00005154 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,553,017 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $310,185 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,015,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,015,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,929,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,933,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,944,222 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,257,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,959,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $297,530 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,753 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $267,778 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $687,002 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $47,345 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $598,302 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $229,740 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $27,354 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $246,183 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,585 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,480 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $94,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $71,502 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $424,298 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $352,256 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $72,042 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $217,449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $65,247 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $64,965 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,136 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $60,486 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $129,200 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,964 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $117,526 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164,423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,854 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $162,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,377,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $545,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,551,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,070,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,296,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,447,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $545,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,847,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,809,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,414,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,262,365 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,867,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,867,409 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,750 | AcctRcvblAmt |
| Acct Rcvbl BOY | $18 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,750 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,750 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $134,847 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $7,500 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $134,847 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $134,847 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $80,070 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,362 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,362 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $89,007,191 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,466,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,466,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,822,326 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,767,596 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $30,767,596 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $679,812 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $516,910 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $228,148 | LandBOYAmt |
| Land EOY | $162,902 | LandEOYAmt |
| Land EOYFMV | $162,902 | LandEOYFMVAmt |
| Other Assets BOY | $171,981 | OtherAssetsBOYAmt |
| Other Assets EOY | $115,104 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $115,104 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $118,579,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,553,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,553,017 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $112,499 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $123,186 | AccountsPayableEOYAmt |
| Grants Payable BOY | $45,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $528,595 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $602,005 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $686,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $725,191 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $117,886,005 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $127,524,834 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,500 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $302,992 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,893,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,827,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,579,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,553,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,893,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,809,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,125,241 | OtherIncreasesAmt |
| Subtotal | $127,827,826 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,827,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $36,933,840 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,989,618 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,944,222 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,944,222 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,944,222 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $158,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $158,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,962 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $185,962 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,300 | OverpaymentAmt |
| Applied To ES Tax | $27,300 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SIEBERTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHARLOTTE JOHN-GOMEZ | IndividualWithBooksNm |
| Phone | 4142692834 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 755 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | PRESIDENT & CEO | 40.00 | $221,111 | $32,622 | $0 |
| DR JOAN M PRINCE | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | BOARD CHAIR | 4.00 | $13,750 | $0 | $0 |
| DR EMILY VAN DUNK | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | VICE-CHAIR & SECRETARY | 4.00 | $13,750 | $0 | $0 |
| KURTISS R KRUEGER | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | TREASURER | 4.00 | $13,750 | $0 | $0 |
| THOMAS J KAMMERAIT | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DENI D NAUMANN | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PATRICIA CONTRERAS | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $13,750 | $0 | $0 |
| JULIE VAN CLEAVE | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $13,750 | $0 | $0 |
| KURT BECHTHOLD | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $12,000 | $0 | $0 |
| CATHERINE JACOBSON | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $12,000 | $0 | $0 |
| DAVID J RODGERS | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $13,750 | $0 | $0 |
| ABIGAIL SCHUMWINGER | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $13,750 | $0 | $0 |
| DEREK TYUS | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $12,000 | $0 | $0 |
| ERIC TILLICH | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR | 2.00 | $10,750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH GILDAY | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR OF PHILANTH | 40.00 | $146,833 | $21,484 | $0 |
| MICHELLE BURMEISTER | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | PROGRAM DIRECTOR | 40.00 | $128,990 | $18,351 | $0 |
| KALYANI GRASSO | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | DIRECTOR OF COMM & P | 40.00 | $89,321 | $12,395 | $0 |
| JAQUITA MONTGOMERY | ||||||||
| PO BOX 755 | MILWAUKEE | WI | 53201 | SENIOR OPERATIONS SP | 40.00 | $72,826 | $10,468 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRUDENTIAL TRUST COMPANY | |||||
| PO BOX 5262 | NEW YORK | NY | 10087 | INVESTMENT ADVISOR | $120,556 |
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | |||||
| 201 WASHINGTON ST 15TH FL 024-0154 | BOSTON | MA | 02108 | INVESTMENT ADVISOR | $99,481 |
| MERCER | |||||
| 99 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $96,286 |
| CLIFTONLARSONALLEN LLP | |||||
| 10401 W INNOVATION DR STE 300 | WAUWATOSA | WI | 53226 | ACCOUNTING | $76,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,899,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $782,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,682,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,682,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,885,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,797,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,189,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,189,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $158,662 | TotalTaxAmt |
| Distributable Before Adj | $6,031,201 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,031,201 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,031,201 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,847,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,847,431 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,031,201 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $6,885 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $344,571 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $351,456 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,847,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,847,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $183,770 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $183,770 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $167,686 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $167,686 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $167,686 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIEBERT LUTHERAN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 755 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142692832 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS AND LETTERS OF INQUIRY MUST BE SUBMITTED ONLINE AT HTTPS://WWW.SIEBERTFOUNDATION.ORG/ONLINE-GRANT-PORTAL. PROSPECTIVE GRANTEES SHOULD FIRST SUBMIT AN ONLINE LETTER OF INTENT, AND THEN UPON RECEIVING APPROVAL SHOULD COMPLETE THE ONLINE GRANT APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INTENT & APPLICATIONS ARE DUE SPRING AND FALL, PER TIMELINES ON WWW.SIEBERTFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT FUNDING PRIORITIES INCLUDE: (1) GROWING THE BODY OF CHRIST, (2) EDUCATING WHILE SHARING THE GOSPEL OF JESUS CHRIST, AND (3) SERVING AS THE HANDS AND FEET OF CHRIST. SIEBERT LUTHERAN FOUNDATION HAS INTERNAL DECISION-MAKING PROCESSES BASED ON THE BOARD-APPROVED STRATEGIC PLAN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL PEOPLES CHURCH | ||||||||
| PO BOX 26509 | MILWAUKEE | WI | 53226 | N/A | PC | ALL PEOPLES NEIGHBORHOOD MINISTER, OPERATING SUPPORT | $30,000 | |
| ATK MINISTRY INC | ||||||||
| 2115 SOUTH 97TH STREET | WEST ALLIS | WI | 53227 | N/A | PC | ATK MINISTRY AFTER SCHOOL YOUTH PROGRAM | $20,000 | |
| BEAUTIFUL SAVIOR LUTHERAN CHURCH | ||||||||
| 3205 N 85TH ST | MILWAUKEE | WI | 53222 | N/A | PC | BEAUTIFUL SAVIOR YOUTH PROGRAMS | $10,000 | |
| BENEDICTION LUTHERAN CHURCH | ||||||||
| 8475 WEST FOND DU LAC AVENUE | MILWAUKEE | WI | 53225 | N/A | PC | BENEDICTION SOCIAL MINISTRY DIRECTOR | $20,000 | |
| BREAD OF HEALING CLINIC- CROSS LC | ||||||||
| 1821 N 16TH STREET | MILWAUKEE | WI | 53205 | N/A | PC | SELF-STABILIZATION THROUGH INTEGRATIVE HEALTH ACCESS GRANT | $72,023 | |
| CAMP LUTHER INC | ||||||||
| 1889 KOUBENEC RD | THREE LAKES | WI | 54562 | N/A | PC | NEXT GENERATION SERVANT LEADERSHIP PROGRAM | $40,000 | |
| CENTER FOR URBAN TEACHING | ||||||||
| 2600 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | N/A | PC | RECRUIT, PREPARE & SUPPORT URBAN TEACHERS | $316,223 | |
| CHAPLAINS IN SCHOOL INC | ||||||||
| 2225 N 1ST ST | MILWAUKEE | WI | 53212 | N/A | PC | RESILIENT FAITH PROJECT AND OPERATING SUPPORT | $56,800 | |
| CHRIST-ST PETER LUTHERAN SCHOOL | ||||||||
| 2229 WEST GREENFIELD AVENUE | MILWAUKEE | WI | 53204 | N/A | PC | EXPANDING PARTNERS PROJECT OF SOUTH SIDE MILWAUKEE | $20,000 | |
| COMMUNITY WAREHOUSE INC | ||||||||
| 521 SOUTH 9TH STREET | MILWAUKEE | WI | 53204 | N/A | PC | PARTNERS IN HOPE MENTORING PROGRAM | $30,000 | |
| CROSS LUTHERAN CHURCH | ||||||||
| 1821 N 16TH ST | MILWAUKEE | WI | 53205 | N/A | PC | CROSS BREAD OF HEALING EMPOWERMENT MINISTRY | $101,000 | |
| DIVINE REDEEMER LUTHERAN CHURCH & SCHOOL | ||||||||
| 31385 HILL ROAD | HARTLAND | WI | 53029 | N/A | PC | NEW CAFETERIA CHAIRS, CLASSROOM TECHNOLOGY, AND BASKETBALL HOOP REPAIRS | $25,000 | |
| EBENEZER STONE MINISTRIES INC | ||||||||
| 1127 SOUTH 35TH STREET | NEW BERLIN | WI | 53151 | N/A | PC | FOOD PROGRAM AND COMMUNITY CENTER OPERATING SUPPORT | $127,376 | |
| ELCA GREATER MILWAUKEE SYNOD | ||||||||
| 1212 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | EVALUATING AND COACHING TO SUPPORT DIVERSITY GROWTH IN CONGREGATIONS | $50,000 | |
| ELCA GREATER MILWAUKEE SYNOD - THE TABLE | ||||||||
| 1212 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | CREATING OPPORTUNITIES TO EXPLORE FAITH AND VOCATION | $10,000 | |
| ELCA GREATER MILWAUKEE SYNOD- BREAKING THE CHAINS | ||||||||
| 1212 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | EXPANDING THE MINISTRY OF BREAKING THE CHAINS CHURCH | $50,000 | |
| ELCA LA CROSSE AREA SYNOD | ||||||||
| 2301 SOUTH AVENUE | LA CROSSE | WI | 54601 | N/A | PC | SYNOD-WIDE LAY PASTORAL CARE NETWORK | $30,000 | |
| ELCA OUTREACH CENTER | ||||||||
| 6218 26TH AVE | KENOSHA | WI | 53143 | N/A | PC | HELPING CITIZENS MOVE TOWARDS SELF-SUFFICIENCY, OPERATING SUPPORT | $60,931 | |
| ELCA SOUTH-CENTRAL SYNOD OF WISCONSIN | ||||||||
| 4001 MANDRAKE ROADPO BOX 14496 | MADISON | WI | 53708 | N/A | PC | PARROQUIA SANTA MARIA LATINO MINISTRY | $30,000 | |
| ELCA WORLD HUNGER - GIFT PROCESSING CENTER | ||||||||
| PO BOX 1809 | MERRIFIELD | VA | 22116 | N/A | PC | WORLD HUNGER | $2,000 | |
| EMAUS ELCA | ||||||||
| 1925 SUMMIT AVE | RACINE | WI | 53404 | N/A | PC | EMAUS EDUCATION AND NEIGHBORHOOD OUTREACH, NEIGHBORHOOD CAMP, AND EASY PROGRAM | $91,000 | |
| FEEDING AMERICA EASTERN WISCONSIN | ||||||||
| 1700 W FOND DU LAC AVE | MILWAUKEE | WI | 53205 | N/A | PC | HUNGER RELIEF | $150,500 | |
| GOOD SHEPHERD LUTHERAN CHURCH | ||||||||
| 5701 RAYMOND RD | MADISON | WI | 53711 | N/A | PC | OUTREACH, CARE OF CONGREGATION INITIATIVES, RIC EDU RESOURCES, & ORCHARD RIDGE PROGRAMS | $7,000 | |
| GRACE IN ACTION - MLI | ||||||||
| 201 N STATE ST | NEW ULM | MN | 56073 | N/A | PC | PASTORAL LEADERSHIP DEVELOPMENT | $150,500 | |
| HAMILTON EDUCATION FOUNDATION | ||||||||
| PO BOX 473 | SUSSEX | WI | 53089 | N/A | PC | EDUCATOR ENRICHMENT GRANTS-EMPLOYEE MATCH | $250 | |
| HEPHATHA LUTHERAN CHURCH | ||||||||
| 1720 W LOCUST STREET | MILWAUKEE | WI | 53206 | N/A | PC | STRONG BABY SANCTUARY NEIGHBORHOOD MINISTER, YOUTH MINISTRY, HEALTHY HOMES COLLABORATION | $87,000 | |
| HOLY CROSS LUTHERAN CHURCH | ||||||||
| W156 N8131 PILGRIM RD | MENOMONEE FALLS | WI | 53051 | N/A | PC | PLANNING & DEVELOPMENT OF HOLY CROSS SCHOOL, K5-5TH GRADE | $15,000 | |
| IGLESIA LUTERANASANTA FE LUTHERAN CHURCH | ||||||||
| 209 E BARCELONA RD | SANTA FE | NM | 87505 | N/A | PC | NEIGHBORHOOD MINISTER | $20,000 | |
| IMMANUEL LUTHERAN SCHOOL | ||||||||
| 13445 HAMPTON ROAD | BROOKFIELD | WI | 53005 | N/A | PC | SPECIAL NEEDS EXPANSION AND SOCIAL EMOTIONAL COUNSELING | $50,000 | |
| IMPACT100 GREATER MILWAUKEE | ||||||||
| PO BOX 1061 | BROOKFIELD | WI | 53008 | N/A | PC | SUPPORT IMPACT100 GRANTS- EMPLOYEE MATCH | $550 | |
| INCARNATION LUTHERAN CHURCH | ||||||||
| 1510 W KEEFE AVENUE | MILWAUKEE | WI | 53206 | N/A | PC | INCARNATION'S CAMP HOPE SUMMER PROGRAM | $8,000 | |
| INTERNATIONAL CHURCH OF ZION | ||||||||
| 8475 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53225 | N/A | PC | MILWAUKEE AFRICAN IMMIGRANT MINISTRY | $40,000 | |
| JACARRIE KICKS FOR KIDS | ||||||||
| 7972 WEST APPLETON AVENUE | MILWAUKEE | WI | 53218 | N/A | PC | SUMMER SCHOLARS | $40,000 | |
| JOBSWORK MKE (FORMERLY MILWAUKEE COMM BUSINESS COLLABORATIVE) | ||||||||
| 2153 NORTH DOCTOR MARTIN LUTHER | MILWAUKEE | WI | 53212 | N/A | PC | TRANSFORMING LIVES THROUGH CAREERS, OPERATING SUPPORT | $91,635 | KING JUNIOR DRIVESUITE 1100 |
| JOURNEYS LUTHERAN SCHOOL | ||||||||
| 5425 S 111TH STREET | HALES CORNERS | WI | 53130 | N/A | PC | FIELD TRIPS TO LEARN LIFE SKILLS, OPERATING SUPPORT | $19,671 | |
| JUNIOR CUP GOLF | ||||||||
| N75W17352 WILSON DRIVE | MENOMONEE FALLS | WI | 53051 | N/A | PC | JUNIOR CHARGERS PROGRAM-EMPLOYEE MATCH | $100 | |
| JUST ONE MORE MINISTRY | ||||||||
| 4180 N LYDELL AVE | GLENDALE | WI | 53212 | N/A | PC | FEEDING HUNGRY PEOPLE AND FOOD BANKS | $53,000 | |
| KINGDOM PREP HIGH SCHOOL | ||||||||
| 2520 NORTH WAUWATOSA AVENUE | WAUWATOSA | WI | 53213 | N/A | PC | CURRICULUM REDEVELOPMENT AND IMPLEMENTATION, OPERATING SUPPORT | $58,526 | |
| KINGSPATH SENIOR MINISTRIES | ||||||||
| 504 WEST JUNEAU AVENUE | MILWAUKEE | WI | 53203 | N/A | PC | SPERO CHAPLAINCY PROGRAM | $50,000 | |
| LA CAUSA | ||||||||
| 413 WEST SCOTT STREET | MILWAUKEE | WI | 53204 | N/A | PC | 2024 CELEBRATION HOPE ON THE HORIZON-EMPLOYEE MATCH | $100 | |
| LIGHTHOUSE YOUTH CENTER | ||||||||
| 5641 N 68TH ST | MILWAUKEE | WI | 53218 | N/A | PC | 2024 WLS VICARS & WLC STUDENT EMPLOYEES | $60,000 | |
| LUTHER PREPARATORY SCHOOL | ||||||||
| 1300 WESTERN AVENUE | WATERTOWN | WI | 53094 | N/A | PC | ROOM AND BOARD FOR MILWAUKEE PARENTAL CHOICE PROGRAM STUDENTS | $60,000 | |
| LUTHER SEMINARY | ||||||||
| 2481 COMO AVE | ST PAUL | MN | 55108 | N/A | PC | MISSIONAL LEADERSHIP COHORT FOR PASTORS (COACHING), SIEBERT FRESH EXPRESSIONS INITIATIVE | $168,000 | |
| LUTHERAN CAMPUS MINISTRY IN GREATER MILWAUKEE | ||||||||
| 3074 N MARYLAND AVE | MILWAUKEE | WI | 53211 | N/A | PC | LEADERSHIP DEVELOPMENT AND VISIONING FOR LUTHERAN CAMPUS MINISTRY, OPERATING SUPPORT | $45,700 | |
| LUTHERAN CHURCH OF THE REFORMATION | ||||||||
| 3806 WEST LISBON AVENUE | MILWAUKEE | WI | 53208 | N/A | PC | SUMMER WORKS PROGRAM/ SALT, AND REFORMATION NEIGHBORHOOD MINISTER | $35,000 | |
| LUTHERAN COUNSELING AND FAMILY SERVICES | ||||||||
| 3800 N MAYFAIR RD | WAUWATOSA | WI | 53222 | N/A | PC | COUNSELING FOR CHILDREN AND STAFF | $131,000 | |
| LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE | ||||||||
| 10427 W LINCOLN AVENUE | GREENDALE | WI | 53129 | N/A | PC | ADD CLASSROOMS/OFFICE RELOCATION, COLLEGE POSSIBLE SUPPORT FOR LUTHERAN SCHOOLS, OPERATING SUPPORT | $156,750 | |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN | ||||||||
| 6737 W WASHINGTON STSUITE 2275 | WEST ALLIS | WI | 53214 | N/A | PC | SCHOOL CENTERED MENTAL HEALTH AND FAMILY COACHING | $60,000 | |
| LUTHERDALE MINISTRIES | ||||||||
| N7891 US HWY 12 | ELKHORN | WI | 53121 | N/A | PC | URBAN CAMPING PARTNERSHIP PROGRAM | $30,000 | |
| MARTIN LUTHER COLLEGE | ||||||||
| 1995 LUTHER COURT | NEW ULM | MN | 56073 | N/A | PC | COMPETENCY- BASED EDUCATION OF MILWAUKEE SCHOOLS | $20,000 | |
| MILWAUKEE RESCUE MISSION | ||||||||
| 830 NORTH 19TH STREET | MILWAUKEE | WI | 53233 | N/A | PC | OPERATING SUPPORT-EMPLOYEE MATCH | $258 | |
| MOUNT CALVARY COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 2862 N 53RD STREET | MILWAUKEE | WI | 53210 | N/A | PC | THE CREATION OF A PEACH ORCHARD, IN HONOR OF EDGAR RUSSELL, AT ITS URBAN FARM | $2,500 | |
| MR BOBS UNDER THE BRIDGE INC | ||||||||
| 2360 DAKOTA DRIVE | GRAFTON | WI | 53024 | N/A | PC | OPERATING SUPPORT-EMPLOYEE MATCH | $357 | |
| NEAR WEST SIDE PARTNERS | ||||||||
| 801 NORTH 27TH STREET | MILWAUKEE | WI | 53208 | N/A | PC | COMMUNITY SPONSORSHIP AND TO DEVELOP AND MAINTAIN THE NEIGHBORHOOD | $5,000 | |
| NEWTHREADS OF HOPE | ||||||||
| 3001 NORTH 112TH STREET | WAUWATOSA | WI | 53222 | N/A | PC | TWO TUNICS PROGRAM | $25,000 | |
| NORTH WISCONSIN DISTRICT LCMS | ||||||||
| 3103 SEYMOUR LN | WAUSAU | WI | 54401 | N/A | PC | 2024-25 SMP & EIIT SUDENT SUPPORT | $20,500 | |
| OLGA NEIGHBORHOOD WELLNESS SERVICES INC | ||||||||
| 631 N 19TH STREET | MILWAUKEE | WI | 53233 | N/A | PC | OLGA WELLNESS SERVICES | $57 | |
| OUR REDEEMER LUTHERAN CHURCH | ||||||||
| 10025 W NORTH AVE | WAUWATOSA | WI | 53226 | N/A | PC | TIME IS NOW, OPERATING SUPPORT | $14,000 | |
| OUTREACH FOR HOPE INC | ||||||||
| 1212 S LAYTON BLVD | MILWAUKEE | WI | 53215 | N/A | PC | OPERATING SUPPORT, 2024 RIDE/RUN/WALK SPONSORSHIP | $1,705 | |
| PASTORAL LEADERSHIP INSTITUTE | ||||||||
| PO BOX 972 | WHEATON | IL | 60187 | N/A | PC | PASTORAL LEADERSHIP DEVELOPMENT | $94,500 | |
| PEACE LUTHERAN CHURCH - AMHERST | ||||||||
| 293 SOUTH MAIN STREET | AMHERST | WI | 54406 | N/A | PC | SUPPORT FOR IMMIGRANT FAMILY | $500 | |
| PEACE LUTHERAN CHURCH - ARBOR VITAE | ||||||||
| 10868 OLD HIGHWAY 51 NORTH | ARBOR VITAE | WI | 54568 | N/A | PC | PASTOR DESIGNATION WITH ELDER/TRUSTEE APPROVAL | $1,000 | |
| PROJECT RETURN | ||||||||
| 2821 VEL R PHILLIPS AVENUESUITE 223 | MILWAUKEE | WI | 53212 | N/A | PC | RE-ENTRY SERVICES FOR FORMERLY INCARCERATED PEOPLE, OPERATING SUPPORT | $82,398 | |
| RACINE LUTHERAN HIGH SCHOOL | ||||||||
| 251 LUEDTKE AVE | RACINE | WI | 53405 | N/A | PC | HIGH SCHOOL GAP AND OPERATING SUPPORT | $19,450 | |
| REDEEMER LUTHERAN CHURCH | ||||||||
| 631 N 19TH STREET | MILWAUKEE | WI | 53233 | N/A | PC | LOVE YOUR NEIGHBOR CAPITAL CAMPAIGN, OPERATING SUPPORT | $46,579 | |
| REDEMPTION EVANGELICAL LUTHERAN CHURCH | ||||||||
| 5641 NORTH 68TH STREET | MILWAUKEE | WI | 53218 | N/A | PC | NEIGHBORHOOD RESOURCE ASSISTANCE PROGRAM | $30,000 | |
| ROCK OF AGES | ||||||||
| 10441 WI-70 | MINOCQUA | WI | 54548 | N/A | PC | OPERATING SUPPORT | $1,000 | |
| SERENITY INNS INC | ||||||||
| 2825 W BROWN STREET | MILWAUKEE | WI | 53208 | N/A | PC | RECOVERY PROGRAM AND NEW TREATMENT FACILITY, OPERATING SUPPORT, CAPITAL CAMPAIGN | $184,473 | |
| SHORELAND LUTHERAN HIGH SCHOOL | ||||||||
| 9026 12TH STREET | KENOSHA | WI | 53144 | N/A | PC | HIGH SCHOOL GAP AND OPERATING SUPPORT | $13,550 | |
| SOUTH WISCONSIN DISTRICT LC-MS | ||||||||
| 8100 W CAPITOL DRIVE | MILWAUKEE | WI | 53222 | N/A | PC | EIIT STUDENT SUPPORT, OPERATING SUPPORT | $4,333 | |
| ST JOHN'S LUTHERAN CHURCH - MADISON | ||||||||
| 322 EAST WASHINGTON AVENUE | MADISON | WI | 53703 | N/A | PC | ST. JOHNS LUTHERAN CHURCH REDEVELOPMENT PROJECT | $50,000 | |
| ST MARCUS LUTHERAN SCHOOL | ||||||||
| 2215 N PALMER ST | MILWAUKEE | WI | 53212 | N/A | PC | EXPANSION OF SPECIAL EDUCATION AND MENTAL HEALTH SERVICES, OPERATING SUPPORT | $54,000 | |
| ST PAUL'S LUTHERAN CHURCH | ||||||||
| S66W14325 JANESVILLE RD | MUSKEGO | WI | 53150 | N/A | PC | SECOND WORSHIP SITE | $15,000 | |
| ST PAUL'S LUTHERAN CHURCH-MILWAUKEE | ||||||||
| 2812 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | N/A | PC | NEIGHBORHOOD MINISTER | $5,820 | |
| ST PETER LUTHERAN CHURCH - APPLETON | ||||||||
| N2740 NORTH FRENCH ROAD | APPLETON | WI | 54913 | N/A | PC | 922 MINISTRIES CHURCH ONLINE | $49,713 | |
| ST PHILIP'S LUTHERAN CHURCH | ||||||||
| 3012 N HOLTON ST | MILWAUKEE | WI | 53212 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| TEMPO FOUNDATION | ||||||||
| 275 WEST WISCONSIN AVENUESUITE 260 | MILWAUKEE | WI | 53203 | N/A | PC | OPERATING SUPPORT-EMPLOYEE MATCH | $200 | |
| THE ALS ASSOCIATION DEVELOPMENT DEPARTMENT | ||||||||
| PO BOX 37022 | BOONE | IA | 50037 | N/A | PC | CARE SERVICES SUPPORT AND EVENTS IN WISCONSIN-EMPLOYEE MATCH | $105 | |
| THE HOPE CENTER APPLETON | ||||||||
| 1316 WEST LAWRENCE STREET | APPLETON | WI | 54914 | N/A | PC | COORDINATOR OF DISCIPLESHIP | $50,000 | |
| THE LUTHERAN HOME FOUNDATION INC | ||||||||
| 8220 HARWOOD AVENUE | WAUWATOSA | WI | 53213 | N/A | PC | HARWOOD PLACE JOYFUL LIVING CAMPAIGN - CHAPEL RENOVATION, OPERATING SUPPORT | $110,000 | |
| UNITY EV LUTHERAN CHURCH | ||||||||
| 1025 E OKLAHOMA AVE | MILWAUKEE | WI | 53207 | N/A | PC | NEIGHBORHOOD OUTREACH | $20,000 | |
| VIBRANT FAITH MINISTRIES | ||||||||
| 138 RIVER WOODS LANE | BURNSVILLE | MN | 55337 | N/A | PC | PASTORAL LEADERSHIP DEVELOPMENT | $105,000 | |
| VICTORY OF THE LAMB LUTHERAN CHURCH | ||||||||
| 11120 WEST LOOMIS ROAD | FRANKLIN | WI | 53132 | N/A | PC | TEEN MISSION/YOUTH RALLY TRIPS AND SANCTUARY INVESTMENTS | $12,000 | |
| WARTBURG THEOLOGICAL SEMINARY | ||||||||
| 333 WARTBURG PL | DUBUQUE | IA | 52003 | N/A | PC | WARTBURG SEMINARY STUDENT SUPPORT (TEEM & JOURNEY TOGETHER) | $50,000 | |
| WISCONSIN EVANGELICAL LUTHERAN SYNOD KINGDOM WORKERS INC | ||||||||
| N19W24075 RIVERWOOD DRIVESTE 200 | WAUKESHA | WI | 53188 | N/A | PC | ENHANCING FOSTER SUPPORT PROGRAM IN SOUTHEAST WISCONSIN | $25,000 | |
| WISCONSIN INMATE EDUCATION ASSOCIATION | ||||||||
| 1201 SWEETBRIAR LANE | HARTLAND | WI | 53029 | N/A | PC | OPERATION TRANSFORMATION-PRISON SEMINARY, OPERATING SUPPORT | $66,817 | |
| WISCONSIN LUTHERAN CHILD AND FAMILY SERVICE | ||||||||
| W175N11120 STONEWOOD DR | GERMANTOWN | WI | 53022 | N/A | PC | YOUTH COUNSELING INITIATIVE, OPERATING SUPPORT | $189,418 | |
| WISCONSIN LUTHERAN COLLEGE | ||||||||
| 8800 W BLUEMOUND RD | MILWAUKEE | WI | 53226 | N/A | PC | MASTER OF PROFESSIONAL COUNSELING DEGREE LAUNCH, OPERATING SUPPORT | $59,551 | |
| WISCONSIN LUTHERAN HIGH SCHOOL | ||||||||
| 330 N GLENVIEW AVE | MILWAUKEE | WI | 53213 | N/A | PC | HIGH SCHOOL GAP OPERATING SUPPORT | $48,050 | |
| WISCONSIN LUTHERAN SEMINARY | ||||||||
| 11831 N SEMINARY DR | MEQUON | WI | 53092 | N/A | PC | PRE-SEMINARY AND SEMINARY TRAINING PROGRAMS | $22,000 | |
| WISCONSIN PHILANTHROPY NETWORK | ||||||||
| 790 N MILWAUKEE ST | MILWAUKEE | WI | 53202 | N/A | PC | RESOURCES FOR FACILITATING THOUGHT-LEADERSHIP CONVENINGS AND CREATING PROGRAMING | $5,300 | |
| WOMEN'S FUND OF GREATER MILWAUKEE | ||||||||
| 316 NORTH MILWAUKEE STREET | MILWAUKEE | WI | 53202 | N/A | PC | FOR WOMEN'S FUND POWER ILLUMINATORS- EMPLOYEE MATCH | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,296,019 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,015,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,929,193 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,946,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,946,869 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DEBBIE AND JAMES BIRENBAUM | |||||||
| 1 | 904 BEECH DRIVE | PLYMOUTH | WI | 53073 | $12,500 | Yes (X) | |
| JODI AND MATT BUROW | |||||||
| 2 | 5138 BOETTCHER DR | WEST BEND | WI | 530958449 | $5,000 | Yes (X) | |
| BRENDA SKELTON-BENDTSEN AND JAMES B | |||||||
| 3 | S90W22795 MILWAUKEE AVE | BIG BEND | WI | 531039551 | $7,000 | Yes (X) | |
| DR EMILY VAN DUNK AND ERIK LEE | |||||||
| 4 | 929 N ASTOR ST UNIT 2202 | MILWAUKEE | WI | 532023489 | $7,000 | Yes (X) | |
| WE RAISE | |||||||
| 5 | 1 PIERCE PL STE 250 | ITASCA | IL | 601431253 | $8,850 | Yes (X) | |
| THE KAMMERAIT AND NEMETH FAMILIES | |||||||
| 6 | PO BOX 755 | MILWAUKEE | WI | 53201 | $7,500 | Yes (X) | |
| CATHY AND GREG BUCK | |||||||
| 7 | 2540 WHIPPLETREE LN | BROOKFIELD | WI | 530454277 | $8,998 | Yes (X) | Yes (X) |
| DEREK TYUS | |||||||
| 8 | 226 N WATER ST APT 404 | MILWAUKEE | WI | 532025724 | $5,000 | Yes (X) | |
| MARS FAMILY FOUNDATION | |||||||
| 9 | 9850 S 54TH ST | FRANKLIN | WI | 531328668 | $10,000 | Yes (X) | |
| CATHERINE AND ERIC JACOBSON | |||||||
| 10 | 18280 PEREGRINE LN | BROOKFIELD | WI | 530456320 | $5,486 | Yes (X) | Yes (X) |
| CHRISTIE AND BILL KRUGLER | |||||||
| 11 | 6012 N BERKELEY BLVD | WHITEFISH BAY | WI | 532174642 | $20,000 | Yes (X) | |
| THE KAMMERAIT AND NEMETH FAMILIES | |||||||
| 12 | PO BOX 755 | MILWAUKEE | WI | 53201 | $83,600 | Yes (X) | |
| LORI AND KURT BECHTHOLD | |||||||
| 13 | 9701 N COLUMBIA DR | MEQUON | WI | 530925644 | $83,000 | Yes (X) | |
| ERIC AND LORI LORENZ | |||||||
| 14 | 9801 N HILLTOP LANE | MEQUON | WI | 530925357 | $6,000 | Yes (X) | |
| JACQUELINE AND DANIEL ROBINSON | |||||||
| 15 | 1022 MAPLE STREET | LOMIRA | WI | 53048 | $12,500 | Yes (X) | |
| LAURIE AND TIM ROWINSKY | |||||||
| 16 | 1708 S DERKS DRIVE | APPLETON | WI | 54915 | $12,500 | Yes (X) | |
| ROBIN AND ERIC HONISH | |||||||
| 17 | 1568 PARKWAY DRIVE | PORT WASHINGTON | WI | 53074 | $12,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 7 | 266 SHARES BALL | $8,998 | 2024-11-22 |
| 10 | 199 SHARES FIDELITY MUTUAL FUNDS | $5,486 | 2024-11-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $81,065 | $64,852 | $15,975 |
| AUDIT FEES | $13,300 | $6,650 | $6,650 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDOUTS | 2017-07-01 | $518,291 | $336,889 | SL | 10.000000000000 | $51,829 | $0 |
| ALARM SYSTEM | 2017-07-01 | $25,960 | $16,874 | SL | 10.000000000000 | $2,596 | $0 |
| INTERCOM WITH CAMERA | 2018-03-01 | $3,490 | $1,920 | SL | 10.000000000000 | $349 | $0 |
| COMPUTER ACCESSORIES | 2013-09-25 | $781 | $781 | SL | 5.000000000000 | $0 | $0 |
| BOARD ROOM TABLE & CHAIRS | 2016-04-01 | $9,868 | $7,401 | SL | 10.000000000000 | $987 | $0 |
| ADJUSTABLE DESK - MICHELLE | 2016-04-15 | $994 | $994 | SL | 5.000000000000 | $0 | $0 |
| DELL DESKTOP/MONITOR - DEB | 2016-05-12 | $2,530 | $2,530 | SL | 5.000000000000 | $0 | $0 |
| MS OFFICE SOFTWARE & VARIOUS | 2016-06-06 | $6,339 | $6,339 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE | 2017-07-01 | $44,165 | $28,708 | SL | 10.000000000000 | $4,417 | $0 |
| TELEPHONE SYSTEM | 2017-07-01 | $5,451 | $3,543 | SL | 10.000000000000 | $545 | $0 |
| OFFICE SIGNAGE | 2017-07-01 | $6,339 | $4,120 | SL | 10.000000000000 | $634 | $0 |
| BIG SCREEN - CONF ROOM | 2017-07-01 | $19,940 | $19,940 | SL | 5.000000000000 | $0 | $0 |
| APPLIANCES | 2017-07-01 | $2,923 | $2,923 | SL | 5.000000000000 | $0 | $0 |
| WINDOW TREATMENTS | 2017-07-01 | $11,975 | $7,784 | SL | 10.000000000000 | $1,198 | $0 |
| FURNITURE FOR COO | 2018-03-05 | $14,610 | $8,036 | SL | 10.000000000000 | $1,461 | $0 |
| DELL LAPTOPS (GRASSO & MICHELLE) | 2020-04-01 | $3,175 | $2,223 | SL | 5.000000000000 | $635 | $0 |
| OFFICE MINI FRIDGE | 2022-10-04 | $1,282 | $319 | SL | 5.000000000000 | $256 | $0 |
| LAPTOP & MONITOR (CHARLOTTE) | 2023-01-01 | $1,699 | $340 | SL | 5.000000000000 | $340 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,521,543 SH WTC CTF CORE BOND | $15,930,556 | $15,930,556 |
| 1,009,546 SH BLACKROCK STRATEGIC INCOME | $9,570,499 | $9,570,499 |
| 521,440 SH BAIRD ULTRA SHORT BOND INSTITUTIONAL | $5,266,541 | $5,266,541 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,270,795 SH JENNISON INSTL GROWTH | $22,892,911 | $22,892,911 |
| 45,284 SH VANGUARD INSTL INDEX INSTL#94 | $21,686,508 | $21,686,508 |
| 490,552 SH MFS INTERNATIONAL EQUITY FUND R6 | $16,590,493 | $16,590,493 |
| 459,801 WTC-CTF-SMID | $12,897,418 | $12,897,418 |
| 375,056 SH HARDING LOEVNER GLOBAL EQUITY PORI | $12,710,662 | $12,710,662 |
| 497,249 SH PRINCIPAL DIVERSIFIED REAL ASSET | $5,534,368 | $5,534,368 |
| 240,556 SH RBC EMERGING MARKETS EQUITY I | $3,153,687 | $3,153,687 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDOUTS | $518,291 | $388,718 | $129,573 |
| ALARM SYSTEM | $25,960 | $19,470 | $6,490 |
| INTERCOM WITH CAMERA | $3,490 | $2,269 | $1,221 |
| COMPUTER ACCESSORIES | $781 | $781 | $0 |
| BOARD ROOM TABLE & CHAIRS | $9,868 | $8,388 | $1,480 |
| ADJUSTABLE DESK - MICHELLE | $994 | $994 | $0 |
| DELL DESKTOP/MONITOR - DEB | $2,530 | $2,530 | $0 |
| MS OFFICE SOFTWARE & VARIOUS | $6,339 | $6,339 | $0 |
| FURNITURE | $44,165 | $33,125 | $11,040 |
| TELEPHONE SYSTEM | $5,451 | $4,088 | $1,363 |
| OFFICE SIGNAGE | $6,339 | $4,754 | $1,585 |
| BIG SCREEN - CONF ROOM | $19,940 | $19,940 | $0 |
| APPLIANCES | $2,923 | $2,923 | $0 |
| WINDOW TREATMENTS | $11,975 | $8,982 | $2,993 |
| FURNITURE FOR COO | $14,610 | $9,497 | $5,113 |
| DELL LAPTOPS (GRASSO & MICHELLE) | $3,175 | $2,858 | $317 |
| OFFICE MINI FRIDGE | $1,282 | $575 | $707 |
| LAPTOP & MONITOR (CHARLOTTE) | $1,699 | $680 | $1,019 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - GENERAL | CategoryTxt |
| Legal Fees | $3,585 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,480 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $20,283 | $5,543 | $5,543 |
| OPERATING LEASE, ROU ASSET (NET) | $151,698 | $109,561 | $109,561 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANALYSIS SERVICE CHARGE | $2,172 | $0 | $2,172 |
| DUES | $27,016 | $0 | $27,016 |
| INSURANCE | $24,192 | $0 | $24,192 |
| INFORMATION TECHNOLOGY | $40,699 | $981 | $39,540 |
| MARKETING/COMMUNICATIONS | $31,691 | $0 | $31,551 |
| TELEPHONE | $6,455 | $452 | $6,003 |
| PROFESSIONAL DEVELOPMENT | $4,210 | $421 | $4,014 |
| OFFICE EXPENSE | $27,967 | $0 | $28,481 |
| LUTHERAN GRANTMAKERS & DONORS | $18 | $0 | $18 |
| MISCELLANEOUS | $3 | $0 | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $2,200 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,200 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $4,125,241 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $361,000 | $479,401 |
| OPERATING LEASE LIABILITY | $167,595 | $122,604 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONEY MANAGER FEES | $250,189 | $250,189 | $0 |
| CONSULTING FEES - INVESTMENTS | $79,669 | $79,669 | $0 |
| CUSTODIAL FEES | $22,398 | $22,398 | $0 |
| CONSULTANTS - EXEMPT | $72,042 | $0 | $72,042 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORM 990-T TAX EXPENSE | $1,449 | $0 | $0 |
| EXCISE TAX | $216,000 | $0 | $0 |