EMORY T CLARK FAMILY CHARITABLE: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: EMORY T CLARK FAMILY CHARITABLE (EIN 39-1410324)
Tax period: 2012-04-01 to 2013-03-31
Filed: 2013-08-13
IRS object ID: 201302259349100415
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-13T11:23:45-06:00	Timestamp
Tax Period End Date	2013-03-31	TaxPeriodEndDate
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-04-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391410324	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	EMORY T CLARK FAMILY FOUNDATION 000011942400	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	EMOR	NameControl
Phone	4147655118	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O US BANK NA PO BOX 7900	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	537077900	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	US BANK NA	Name
Title	TRUSTEE	Title
Phone	4147655118	Phone
Date Signed	2013-08-13	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	9199072	FMVAssetsEOY

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Interest On Savings Rev And Expnss	219344	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	216803	InterestOnSavingsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	127712	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1233055	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	129233	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	0	NetSTCGAdjNetIncm
Total Revenue And Expenses	347056	TotalRevenueAndExpenses
Total Net Investment Income	346036	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	32548	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	17594	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	14955	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	0	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	0	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	995	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	0	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	995	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1250	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	1250	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	6844	TaxesRevAndExpnss
Taxes Net Invst Incm	3384	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	0	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm	0	TravConfMeetingAdjNetIncm
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm	0	PrintingAndPubAdjNetIncm
Other Expenses Rev And Expnss	15068	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	15068	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	56705	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	20978	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	32268	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	536480	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	536480	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	593185	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	20978	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	568748	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-246129	ExcessOfRevenueOverExpenses
Net Investment Income	325058	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	58472	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	56495	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	56495	SavingsAndTempCashInvstEOYFMV
Accounts Receivable EOY	0	AccountsReceivableEOY
Accounts Receivable EOYFMV	0	AccountsReceivableEOYFMV
Allwnc For Dbtfl Acct Other Rcvbl	0	AllwncForDbtflAcctOtherRcvbl
Investments Other BOY	8021492	InvestmentsOtherBOY
Investments Other EOY	7777383	InvestmentsOtherEOY
Investments Other EOYFMV	9142577	InvestmentsOtherEOYFMV
Total Assets BOY	8079964	TotalAssetsBOY
Total Assets EOY	7833878	TotalAssetsEOY
Total Assets EOYFMV	9199072	TotalAssetsEOYFMV
Other Liabilities BOY	807	OtherLiabilitiesBOY
Other Liabilities EOY	850	OtherLiabilitiesEOY
Total Liabilities BOY	807	TotalLiabilitiesBOY
Total Liabilities EOY	850	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	8079157	CapitalStockBOY
Capital Stock EOY	7833028	CapitalStockEOY
Total Net Assets BOY	8079157	TotalNetAssetsBOY
Total Net Assets EOY	7833028	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	8079964	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	7833878	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	8079157	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-246129	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	7833028	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	7833028	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
20395.721 CREDIT SUISSE COMM RET ST CO	2011-11-03	2012-07-11	162758	177239	-14481	-14481
388.331 T ROWE PRICE INTL BOND FUND	2012-06-29	2012-07-11	3775	3917	-142	-142
18804.243 T ROWE PRICE INTL BOND FUND	2011-06-30	2012-07-11	182777	195000	-12223	-12223
492.746 T ROWE PRICE INTL BOND FUND	2012-05-31	2012-07-11	4789	4776	13	13
24582.104 LOOMIS SAYLES STRATEGIC ALPHA FUND Y	2011-06-30	2012-11-13	249508	244592	4916	4916
8333.333 NUVEEN CORE PLUS BOND I	1999-11-15	2012-11-13	99833	95708	4125	4125
11520.737 NUVEEN FUNDS CORE BD FD I	2011-02-01	2012-11-13	124885	115855	9030	9030
8270.159 NUVEEN DIVIDEND VALUE FUND CLASS I	1992-11-30	2012-11-13	119504	100918	18586	18586
2481.39 NUVEEN INFLATION PRO SEC CL I	2011-10-31	2012-11-13	30025	24913	5112	5112
3304.875 T ROWE PRICE GROWTH STOCK #40	2005-12-02	2012-11-13	119769	95441	24328	24328
700. SPDR DJ WILSHIRE INTERNATIONAL	2011-06-30	2012-11-13	27992	28119	-127	-127
1698.754 NUVEEN INTL SELECT FD CL I	2011-03-03	2012-11-14	14830	17344	-2514	-2514
CAPITAL GAIN DIVIDENDS					469		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	129233	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	611276	QualifyingDistributionsYear1
Noncharitable Assets Year1	8961431	NoncharitableAssetsYear1
Distribution Ratio Year1	0.068212	DistributionRatioYear1
Qualifying Distributions Year2	533496	QualifyingDistributionsYear2
Noncharitable Assets Year2	8920316	NoncharitableAssetsYear2
Distribution Ratio Year2	0.059807	DistributionRatioYear2
Qualifying Distributions Year3	532164	QualifyingDistributionsYear3
Noncharitable Assets Year3	8371957	NoncharitableAssetsYear3
Distribution Ratio Year3	0.063565	DistributionRatioYear3
Qualifying Distributions Year4	510662	QualifyingDistributionsYear4
Noncharitable Assets Year4	8450696	NoncharitableAssetsYear4
Distribution Ratio Year4	0.060428	DistributionRatioYear4
Qualifying Distributions Year5	525325	QualifyingDistributionsYear5
Noncharitable Assets Year5	10346067	NoncharitableAssetsYear5
Distribution Ratio Year5	0.050775	DistributionRatioYear5
Total Distribution Ratio	0.302787	TotalDistributionRatio
Average Distribution Ratio	0.060557	AverageDistributionRatio
Net Noncharitable Assets	8938342	NetNoncharitableAssets
Adjusted Noncharitable Assets	541279	AdjustedNoncharitableAssets
One Percent Net Investment Income	3251	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	544530	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	568748	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	3251	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	3251	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	3251	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	3380	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	0	TaxPaidWithExtension
Total Credits And Payments	3380	TotalCreditsAndPayments
Penalty For Underpayment	0	PenaltyForUnderpayment
Overpayment	129	Overpayment
Amount Credited To Next Year	129	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	WI	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	US BANK NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4147655118	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2043	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	532019116	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
US BANK NA
PO BOX 2043	MILWAUKEE	WI	53201	TRUSTEE	40	19548
HELEN RUTH LA BADIE
W335 N5421 WEDGEWOOD DR	NASHOTAH	WI	53058	TRUSTEE	1	0
MARJORIE J TAKTON
1505 GREENWAY TERRACE	ELM GROVE	WI	53202	TRUSTEE	1	0
LINDA J HANSEN
4777 HEWITTS POINT RD	OCONOMOWOC	WI	530663318	EXECUTIVE DIRECTOR	40	13000
PATRICK GOEBEL
411 E WISCONSIN AVE	MILWAUKEE	WI	532024461	TRUSTEE	1	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	8953614	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	120845	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	9074459	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	9074459	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	136117	CashDeemedCharitable
Net Noncharitable Assets	8938342	NetNoncharitableAssets
Minimum Investment Return	446917	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	446917	MinimumInvestmentReturn
Tax Based On Investment Income	3251	TaxBasedOnInvestmentIncome
Total Tax	3251	TotalTax
Distributable Amount Before Adj	443666	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	443666	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	443666	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	568748	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	568748	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	3251	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	565497	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	443666	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	23022	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	94493	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	118268	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	94080	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	169964	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	499827	TotalExcessDistriCarryover
Qualifying Distributions	568748	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	443666	AppliedToCurrentYear
Remaining Distri From Corpus	125082	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	624909	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	23022	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	601887	ExcessDistriCyovToNextYear
Excess From Year4	94493	ExcessFromYear4
Excess From Year3	118268	ExcessFromYear3
Excess From Year2	94080	ExcessFromYear2
Excess From Year1	169964	ExcessFromYear1
Excess From Current Year	125082	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	LINDA HANSEN	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	125 N EXECUTIVE DR STE 363	AddressLine1
City	BROOKFIELD	City
State	WI	State
ZIP Code	530056070	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	4147655118	RecipientPhoneNumber
Form And Info And Materials	APPLICATIONS SHOULD INCLUDE A DESCRIPTION OF THE AGENCY AND A BRIEF SUMMARY OF THE PROJECT FOR WHICH FUNDS ARE REQUESTED. INCLUDE EVIDENCE THE ORGANIZATION IS TAX EXEMPT UNDER SEC 501(C)(3)	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	GRANTS TO ORGANIZATIONS DESCRIBED IN SEC 501(C)(3) AND NO PRIVATE NONOPERATING FOUNDATIONS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2	Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AIDS RESOURCE CENTER OF
WISCONSIN	820 N PLANKINTON AVE	MILWAUKEE	WI	53203	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$30,000
BOYS & GIRLS CLUBS OF GREATER MILW
MS PEGGY LARSON VP	1558 N 6TH ST	MILWAUKEE	WI	53212	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$30,000
AURORA VISITING NURSES ASSOC
	11333 W NATIONAL AVE	MILWAUKEE	WI	53227	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
ELMBROOK HUMANE SOCIETY
	20950 ENTERPRISE AVE	BROOKFIELD	WI	53045	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
CHILDREN'S HOSPITAL
	PO BOX 1997	MILWAUKEE	WI	532011997	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$50,000
UNITED COMMUNITY CENTER
	1028 S 9TH ST	MILWAUKEE	WI	53203	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
BIG BROTHERS BIG SISTERS
MILWAUKEE	788 N JEFFERSON ST STE 600	MILWAUKEE	WI	53202	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$10,000
GOODWILL INDUSTRIES OF
SOUTHEASTERN WISCONSIN	6055 N 91ST ST	MILWAUKEE	WI	532256518	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$15,000
HOPE HOUSE OF MILWAUKEE
	209 W ORCHARD ST	MILWAUKEE	WI	53204	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$5,000
LITERACY SERVICES OF WISCONSIN
	2724 W WELLS	MILWAUKEE	WI	53208	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$12,000
HUNGER TASK FORCE
	201 S HAWLEY CT	MILWAUKEE	WI	53214	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
RONALD MCDONALD HOUSE CHARITIES
OF EASTERN WISCONSIN	8948 WATERTOWN PLANK RD	WAUWATOSA	WI	53226	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$10,000
WHEATON FRANCISCAN HEALTHCARE
	PO BOX 667	WHEATON	IL	601870667	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$15,000
VITERBO UNIVERSITY
	900 VITERBO DR	LA CROSSE	WI	54601	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$15,000
SHARP LITERACY INC
	750 N LINCOLN MEMORIAL DR STE 311	MILWAUKEE	WI	53202	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$10,000
JUVENILE DIABETES RESEARCH FDN
	2825 N MAYFAIR RD STE 9	WAUWATOSA	WI	53222	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
CENTER FOR DEAF-BLIND PERSONS INC
	3195 S SUPERIOR ST	MILWAUKEE	WI	53207	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$10,000
FROEDTERT HOSPITAL FOUNDATION
	9200 W WISCONSIN AVE	MILWAUKEE	WI	532263596	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
SCHOOLS THAT CAN MILWAUKEE INC
	1821 N DR MARTIN LUTHER KING DR	MILWAUKEE	WI	53212	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
CENTRO LEGAL
	614 W NATIONAL AVE 2ND FL	MILWAUKEE	WI	53204	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$10,000
MILWAUKEE HABITAT FOR HUMANITY
	3726 N BOOTH ST	MILWAUKEE	WI	53212	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$35,000
SAFE & SOUND INC
	801 WEST MICHIGAN STREET	MILWAUKEE	WI	53233	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
WAUKESHA MEMORIAL HOSPITAL FDN
	725 AMERICAN AVE	WAUKESHA	WI	53188	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$10,000
ADAPTIVE COMMUNITY APPROACH PROGRAM
	121 WISCONSIN AVE	WAUKESHA	WI	53186	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$4,480
CAMP INDIAN SANDS
	PO BOX 170497	MILWAUKEE	WI	53217	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$25,000
COLLEGE POSSIBLE MILWAUKEE
	1555 N RIVERCENTER DR SUITE 211	MILWAUKEE	WI	53212	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$10,000
DOWN SYNDROME ASSOC OF WI
	3211 SOUTH LAKE DR SUITE 113	ST FRANCIS	WI	53235	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$15,000
OUR NEXT GENERATION
	3421 W LISBON AVE	MILWAUKEE	WI	53208	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$7,500
TEEN CHALLENGE OF WI
	9236 W APPLETON AVE	MILWAUKEE	WI	53225	NONE	PUBLIC CHARITY	SUPPORT OPERATIONS	$7,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	536480	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$219,344	ExclusionAmount

Field	Value	IRS element (for citing)
Dividends And Int From Sec Part VII		DividendsAndIntFromSecPartVII
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$127,712	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$347,056	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	347056	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	11	LineNumber
Relationship Statement	0	RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	U.S. BANK, TAX PREP FEES	Category
Amount	$1,250	Amount
Disbursements Charitable Prps	1250	DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (20 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
TCW EMERGING MARKETS INCOME FD	AT COST	175000	181913
NUVEEN INTL	AT COST	738459	986640
NUVEEN MID CAP GRWTH	AT COST	170437	226706
T ROWE PRICE GRWTH STK FD	AT COST	707781	1000637
NUVEEN CORE BOND FUND	AT COST	638150	682872
NUVEEN INTERMED	AT COST	1558391	1647010
NUVEEN INFL PRO	AT COST	126278	153260
NUVEEN GLOBAL INFRAS	AT COST	125000	171939
GOLDMAN SACHS M/C VAL	AT COST	97113	197705
T ROWE PRICE SM CAP VAL	AT COST	31021	58679
VANGUARD EXPLORER FD	AT COST	30573	66457
LOOMIS SAYLES ABS STRAT Y	AT COST	811166	847509
PHYXIS LONG SHORT EQUITY Z	AT COST	274646	279425
INV BALANCE RISK COMM STR	AT COST	125000	120010
NUVEEN R E SEC FD	AT COST	264370	310476
SPDR DJ WILSHIRE INTL	AT COST	277664	301113
TFS MKT NEUTRAL	AT COST	275238	287123
ABERDEEN FDS EMERGN MKT INSTL	AT COST	247888	271030
NUVEEN DIVIDEND VALUE FUND CLA	AT COST	748859	994030
MAINSTAY FLOATING RATE	AT COST	354349	358043

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
RENT & SECRETARIAL SERVICES	14708	14708
INSURANCE	350	350
WI BUSINESS TAX REGISTRATION	10	10

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue
EMPLOYEE TAXES WITHHELD	641	684
EMPLOYER'S FICA/MEDICARE	166	166

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES PAID	$3,384	3384	0
EXCISE TAXES PAID	$3,460	0	0