FOLEY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FOLEY FAMILY FOUNDATION (EIN 39-6551865)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-21
- IRS object ID
- 202601119349102045
- Schema version
- 2025v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T16:17:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M FISHER & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13115 Watertown Plank Road 313 | AddressLine1Txt |
| City | Elm Grove | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396551865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHEN M FISHER | InCareOfNm |
| Business Name Control | FOLE | BusinessNameControlTxt |
| Phone | 4144675777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13115 WATERTOWN PLANK ROAD 313 | AddressLine1Txt |
| City | ELM GROVE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531222251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN FISHER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4144675777 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen M Fisher | PreparerPersonNm |
| PTIN | P00444391 | PTIN |
| Phone | 4144675777 | PhoneNum |
| Preparation | 2026-04-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,728,806 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,996 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,996 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,996 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,463 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,463 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $731,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,386 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $559 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $559 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $559 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $231,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,404 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,018 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $4,400 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,713 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,713 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $435 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $435 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $76 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,835 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,389 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,835 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $434,389 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$186,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,183 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $294,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $294,903 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $632 | AcctRcvblAmt |
| Acct Rcvbl BOY | $365 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $632 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $632 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $1,586,160 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,270,854 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,433,271 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,752,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,566,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,728,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,752,492 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,566,389 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,752,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,566,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,752,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,566,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,752,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$186,103 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,566,389 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,566,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHORT-TERM LOSS.PART IV SCHEDULE | 2024-06-10 | 2025-04-21 | $44,542 | $50,000 | -$5,458 | -$5,458 | |
| LONG-TERM GAIN.PART IV SCHEDULE | $687,443 | $615,307 | $72,136 | $72,136 | |||
| CAPITAL GAIN DIVIDENDS | $121,708 | P | |||||
| CAPITAL GAIN DIVIDENDS | $121,708 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,386 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,149 | SubtotalAmt |
| Tax Based On Investment Income | $3,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,149 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M FISHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4144675777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13115 WATERTOWN PLANK ROAD 313 | AddressLine1Txt |
| City | ELM GROVE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531222251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M FISHER | ||||||||
| 13115 WATERTOWN PLANK ROAD 313 | ELM GROVE | WI | 531222251 | TRUSTEE | 0 | $11,000 | $0 | $0 |
| WENDY R BOSWORTH | ||||||||
| 1858 N PROSPECT AVENUE 318K | MILWAUKEE | WI | 53202 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,633,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,850,473 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,850,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,822,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,149 | TotalTaxAmt |
| Distributable Before Adj | $87,987 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,987 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $434,389 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $434,389 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $64,210 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $434,389 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $87,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $346,402 | RemainingDistriFromCorpusAmt |
| Total Corpus | $684,742 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $684,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $64,210 | ExcessFromYear3Amt |
| Excess From Year2 | $114,123 | ExcessFromYear2Amt |
| Excess From Year1 | $160,007 | ExcessFromYear1Amt |
| Excess From Current Year | $346,402 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PC | (1) FOURTH INSTALLMENT OF 5-YEAR GRANT FOR CHILD/ADOLESCENT PSYCHIATRY FELLOWSHIPS (2) SECOND INSTALLMENT OF 3-YEAR GRANT FOR PEDIATRIC ADVANCED PRACTICE PROVIDERS FUND | $250,000 |
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY | |||||||
| 225 W VINE STREET | MILWAUKEE | WI | 53212 | NONE | PC | GIFTS TO 2024 AND 2025 UNITED WAY CAMPAIGNS | $125,000 |
| AURORA HEALTH CARE FOUNDATION | |||||||
| 945 N 12TH STREET | MILWAUKEE | WI | 53233 | NONE | PC | GRANTO TO AURORA ZILBER FAMILY HOSPICE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,996 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $188,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $231,404 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,404 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M FISHER | PersonNm |
| Short Explanation | AS REQUIRED BUT LESS THAN FULL TIME | ShortExplanationTxt |