2025-10-08T13:01:51-05:00 2025-02-28 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-03-01 200375310 THE CHARLES E KUBLY FOUNDATION INC CHAR 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 KRISTINA RICK EXECUTIVE DIRECTOR 4144779959 2025-10-08 1 0 KATY L SOMMER P00273273 4142711451 2025-10-08 2024 2025-03-06 01:10:19Z LINDA LUNDEEN 1341 W MEQUON ROAD 220 MEQUON WI 53092 621880 0 X WWW.CHARLESEKUBLYFOUNDATION.ORG X 2003 WI THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. 10 10 1 11 0 0 453687 548542 0 0 27352 42506 -18424 -44029 462615 547019 375463 320462 0 0 73202 75742 0 0 21026 69969 64917 518634 461121 -56019 85898 1587010 1692426 58157 17480 1528853 1674946 X THE CHARLES E KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. 0 0 365056 320462 THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2024, $320,462 WAS DISTRIBUTED TO 28 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, PROVIDE QUALITY, RESEARCHED PROGRAMMING THAT SUPPORTS THOSE AFFECTED BY DEPRESSION AND SUICIDE PREVENTION EFFORTS, AND REACH OUT TO PEOPLE WITH DEPRESSION. 365056 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 WI X KRISTINA RICK 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 KRISTINA RICK EXECUTIVE DIRECTOR 30.00 X 69560 0 0 LINDA LUNDEEN PRESIDENT 2.00 X X 0 0 0 LORI KILIAN VICE PRESIDENT 1.00 X X 0 0 0 NICK HENGST TREASURER 1.00 X X 0 0 0 LILY KUBLY SECRETARY 1.00 X X 0 0 0 THAYRE FAUST DIRECTOR 1.00 X 0 0 0 MEG FETHERSTON KASCH DIRECTOR 1.00 X 0 0 0 MOLLY FRITZ DIRECTOR 1.00 X 0 0 0 MARK HANSEN DIRECTOR 1.00 X 0 0 0 DEAN KNAUSS DIRECTOR 1.00 X 0 0 0 DYLAN ROSS DIRECTOR 1.00 X 0 0 0 BRENDA WESLEY DIRECTOR 1.00 X 0 0 0 69560 0 0 0 0 0 0 0 326326 222216 548542 42506 42506 30832 326326 74861 -44029 -44029 547019 0 0 -1523 320462 320462 70360 16965 36430 16965 5382 1298 2786 1298 10500 10500 10442 10442 2418 329 1961 128 16157 16157 6051 4221 1306 524 1449 1449 9600 2111 5378 2111 513 513 1648 1648 BANK AND CREDIT CARD FE 3874 3874 SUBSCRIPTIONS 1300 1300 OTHER EXPENSE 714 714 MEMBERSHIP DUES 251 251 461121 365056 75039 21026 15159 19598 545631 507136 4950 6635 1021270 1159057 1587010 1692426 3157 2480 55000 15000 58157 17480 X 1528853 1674946 1528853 1674946 1587010 1692426 85898 60195 0 X X 0 1 X 1 0 X 379062 535005 488443 453687 548542 2404739 1215 54522 24535 49167 30832 160271 380277 589527 512978 502854 579374 2565010 66175 54177 95060 91362 299923 606697 0 66175 54177 95060 91362 299923 606697 1958313 1369 29078 17846 27353 42506 118152 1369 29078 17846 27353 42506 118152 381646 618605 530824 530207 621880 2683162 0.72990 0.80740 0.04400 0.02800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1021270 50000 87787 1159057 922574 500 98196 1021270 1004584 600 -82610 922574 983528 24525 -3469 1004584 939197 43450 881 983528 1.00000 0 0 0 X 596772 60195 60195 536577 10442 10442 547019 450679 0 450679 10442 10442 461121 PART V, LINE 4: THE FOUNDATION WILL ADOPT INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO FURTHER THE PROGRAMS SUPPORTED BY THE ENDOWMENT. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF FEBRUARY 28 2025, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. BEYOND THE BLUES 239140 224190 14950 34629 7694 1725 14028 DREWFEST 45200 45200 1 72818 56936 15882 2172 9318 2601 2275 419 357158 326326 30832 2172 43947 10295 4000 14447 74861 -44029 1 BOYS & GIRLS CLUBS OF GREATER MILWAUKEE 1558 NORTH 6TH STREET PO BOX 124 MILWAUKEE WI 53212 390806292 501(C)(3) 10147 0 PROGRAM SUPPORT EASTBROOK ACADEMY 5375 N GREEN BAY AVENUE MILWAUKEE WI 53209 391926815 501(C)(3) 7000 0 PROGRAM SUPPORT LUTHERAN SOCIAL SERVICES OF WI & UPPER MI 6737 W WASHINGTON ST STE 2275 WEST ALLIS WI 53214 390816846 501(C)(3) 15000 0 PROGRAM SUPPORT MKE URBAN STABLES 143 E LINCOLN AVE MILWAUKEE WI 53207 832573223 501(C)(3) 5500 0 PROGRAM SUPPORT RADIO MILWAUKEE INC 220 E PITTSBURGH AVE MILWAUKEE WI 53204 201257939 501(C)(3) 15000 0 PROGRAM SUPPORT REDGEN INC 4230 N OAKLAND AVE STE 152 SHOREWOOD WI 53211 471932530 501(C)(3) 20000 0 PROGRAM SUPPORT THE FRIENDSHIP CIRCLE 8649 N PORT WASHINGTON RD FOX POINT WI 53217 391819245 501(C)(3) 22500 0 PROGRAM SUPPORT UWM FOUNDATION 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 237337744 501(C)(3) 6000 0 PROGRAM SUPPORT ALL 4 KIDZ INC PO BOX 16645 MILWAUKEE WI 53216 823168160 501(C)(3) 10000 0 PROGRAM SUPPORT BATTLE SCAR KIDS FOUNDATION 203 HUDSON RD EATONTON GA 31024 934479866 501(C)(3) 15000 0 PROGRAM SUPPORT CENTER FOR IDEPENDENT DOCUMENTARY INC 55 GREEN STREET NEWTON MA 02458 042738458 501(C)(3) 10000 0 PROGRAM SUPPORT CENTRO HISPANO OF DANE COUNTY 2403 CYPRESS WAY MADISON WI 53713 930844812 501(C)(3) 10000 0 PROGRAM SUPPORT HOMETOWN HEROES INC 1000 BADGER CIRCLE GRAFTON WI 53024 900421984 501(C)(3) 10000 0 PROGRAM SUPPORT JOURNEY MENTAL HEALTH CENTER INC 25 KESSEL CT STE 105 MADISON WI 53711 390806445 501(C)(3) 10000 0 PROGRAM SUPPORT LA CASA DE EXPERANZA INC 410 ARCADIAN AVE WAUKESHA WI 53186 391144446 501(C)(3) 7500 0 PROGRAM SUPPORT MILWAUKEE FILM INC 1037 WEST MCKINLEY AVE 200 MILWAUKEE WI 53205 263049630 501(C)(3) 15000 0 PROGRAM SUPPORT MILWAUKEE PBS 1036 N 8TH ST 4TH FLOOR MILWAUKEE WI 53233 391341603 501(C)(3) 10000 0 PROGRAM SUPPORT PROFESSIONAL FIRE FIGHTERS OF WISCONSIN CHARITABLE FOUNDATION INC 321 EAST MAIN ST 200 MADISON WI 53703 810548082 501(C)(3) 10000 0 PROGRAM SUPPORT RIVEREDGE NATURE CENTER INC PO BOX 26 NEWBURG WI 53060 396108549 501(C)(3) 6129 0 PROGRAM SUPPORT ROCKETSHIP PUBLIC SCHOOLS 2001 GATEWAY PLACE 230E SAN JOSE CA 95110 900951861 501(C)(3) 11000 0 PROGRAM SUPPORT SCALING WELLNESS IN MILWAUKEE LTD 1616 W WELLS ST MILWAUKEE WI 53233 843071756 501(C)(3) 6000 0 PROGRAM SUPPORT STARFISH FOUNDATION 2437 N BOOTH ST MILWAUKEE WI 53212 391847399 501(C)(3) 15000 0 PROGRAM SUPPORT THE BELLIN HEALTH FOUNDATION INC 744 S WEBSTER AVE GREEN BAY WI 54301 391809171 501(C)(3) 25000 0 PROGRAM SUPPORT MILWAUKEE COUNTY WAR MEMORIAL INC 750 N LINCOLN MEMORIAL DR MILWAUKEE WI 53202 390985297 501(C)(3) 8500 0 PROGRAM SUPPORT WISCONSIN COLLABORATIVE FOR HEALTHCARE QUALITY INC 4809 S BILTMORE LN MADISON WI 53718 550848113 501(C)(3) 12630 0 PROGRAM SUPPORT 25 PART I, LINE 2: A GRANT REPORT IS REQUIRED WITHIN 30 DAYS OF THE COMPLETION OF A FUNDED INITIATIVE. IF MONIES ARE BEING DISBURSED IN INSTALLMENTS DUE TO THE NATURE OF THE INITIATIVE, THEN INTERIM REPORTS ARE REQUIRED AND REVIEWED BY THE BOARD BEFORE THE NEXT INSTALLMENT IS PAID. THE FOUNDATION GENERALLY WILL NOT FUND A NEW REQUEST FROM AN ORGANIZATION UNLESS ALL REQUIRED PAST REPORTS HAVE BEEN RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR CIRCULATES THE RETURN AMONG THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C IF A BOARD MEMBER IS INVOLVED WITH AN ORGANIZATION SUBMITTING A GRANT, THAT BOARD MEMBER CANNOT PARTICIPATE IN THE REVIEW OR VOTING FOR THE PROJECT. FORM 990, PART VI, SECTION B, LINE 15A ANY INCREASE TO THE SALARY FOR THE EXECUTIVE DIRECTOR IS REVIEWED IN DETAIL AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. CONSIDERATION WOULD INCLUDE COMPARISONS TO SIMILAR LOCAL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.