Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 08-01-2017 , and ending 07-31-2018
Name of foundation
RALPH EVINRUDE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)411 E WISCONSIN AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202
A Employer identification number

39-6040256
B Telephone number (see instructions)

(414) 277-5000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,840,222J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,420 4,420  
4 Dividends and interest from securities... 417,737 417,737  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 772,737
b Gross sales price for all assets on line 6a 3,352,963
7 Capital gain net income (from Part IV, line 2)... 772,737
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,131 109  
12 Total. Add lines 1 through 11........ 1,198,025 1,195,003  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,000 4,100   36,900
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 45,375 4,538   40,837
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 103,662 103,662    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,693 3,496    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 761 436   325
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 199,491 116,232   78,062
25 Contributions, gifts, grants paid....... 992,500 992,500
26 Total expenses and disbursements. Add lines 24 and 25 1,191,991 116,232   1,070,562
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,034
b Net investment income (if negative, enter -0-) 1,078,771
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 17,935 95,138 95,138
2 Savings and temporary cash investments......... 1,497,025 600,392 600,392
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 145,204 9,796 10,106
b Investments—corporate stock (attach schedule)....... 11,333,400 12,109,728 15,532,572
c Investments—corporate bonds (attach schedule)....... 965,664 1,094,168 1,072,620
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,325,829 1,382,162 1,529,394
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,285,057 15,291,384 18,840,222
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 15,285,057 15,291,384
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 15,285,057 15,291,384
30 Total liabilities and net assets/fund balances (see instructions). 15,285,057 15,291,384
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,285,057
2
Enter amount from Part I, line 27a .....................
2
6,034
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
293
4
Add lines 1, 2, and 3 ..........................
4
15,291,384
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,291,384
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,352,963   2,580,226 772,737
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       772,737
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 772,737
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 772,737
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 1,061,171 17,794,888 0.05963
2017 1,001,301 17,131,520 0.05845
2016 803,125 18,501,096 0.04341
2015 863,920 17,746,340 0.04868
2014 755,612 17,431,941 0.04335
2
Total of line 1, column (d) .....................
2
0.253519
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050704
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
18,504,757
5
Multiply line 4 by line 3......................
5
938,265
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,788
7
Add lines 5 and 6........................
7
949,053
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,070,562
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 10,788
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 10,788
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,788
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 11,240
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,240
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 452
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet452 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPAUL J TILLEMAN Telephone no.bullet (414) 277-5845

    Located atbullet411 E WISCONSIN AVENUE STE 2350MILWAUKEEWI ZIP+4bullet532024426
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PAUL J TILLEMAN PRES/DIR
    10.00     		25,000    
    411 E WISCONSIN AVE STE 2350
    MILWAUKEE,WI532024426
    JOHN W DANIELS JR VP/SECR/DIR
    3.00     		8,000    
    411 E WISCONSIN AVE STE 2350
    MILWAUKEE,WI532024426
    ANN M MURPHY TREAS/DIR
    3.00     		8,000    
    411 E WISCONSIN AVE STE 2350
    MILWAUKEE,WI532024426
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    17,674,534
    b
    Average of monthly cash balances.......................
    1b
    1,112,021
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,786,555
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,786,555
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    281,798
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,504,757
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    925,238
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    925,238
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    10,788
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,788
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    914,450
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    914,450
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    914,450
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,070,562
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,070,562
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    10,788
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,059,774
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 914,450
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015...... 3,824
    c From 2016......  
    d From 2017...... 155,073
    e From 2018...... 193,599
    fTotal of lines 3a through e........ 352,496
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,070,562
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 914,450
    e Remaining amount distributed out of corpus 156,112
    5 Excess distributions carryover applied to 2019.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 508,608
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		508,608
    10 Analysis of line 9:
    a Excess from 2015.... 3,824
    b Excess from 2016....  
    c Excess from 2017.... 155,073
    d Excess from 2018.... 193,599
    e Excess from 2019.... 156,112
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ASSET BUILDERS OF AMERICA INC
    1213 N SHERMAN AVENUE 195
    MADISON,WI53704     		N/A PC GENERAL OPERATING SUPPORT 20,000
    BENEDICT CENTER INC
    1849 N DR MARTIN LUTHER KING DR
    MILWAUKEE,WI53212     		N/A PC GENERAL PROGRAM SUPPORT 5,000
    BETHESDA COMMUNITY SENIOR CITIZENS
    2845 W FOND DU LAC AVENUE
    MILWAUKEE,WI53210     		N/A PC GENERAL OPERATING SUPPORT 20,000
    BIG BROTHERS BIG SISTERS OF METRO M
    788 N JEFFERSON ST SUITE 600
    MILWAUKEE,WI53202     		N/A PC ONE-TO-ONE MENTORING PROGRAM 5,000
    BOYS GIRLS CLUBS OF GTR MILWAUKEE
    1558 N 6TH STREET
    MILWAUKEE,WI53212     		N/A PC CLUB FOR EVERY KID CAMPAIGN 25,000
    CITY YEAR INC
    287 COLUMBUS AVENUE
    BOSTON,MA02116     		N/A PC GENERAL OPERATING SUPPORT 7,500
    COA YOUTH FAMILY CENTERS
    909 EAST NORTH AVENUE
    MILWAUKEE,WI53212     		  PC AFTER SCHOOL PROGRAMMING FOR AT-RISK MILWAUKEE YOUTH 5,000
    DONALD DRIVER FOUNDATION
    PO BOX 87694
    HOUSTON,TX77287     		  PC GENERAL PROGRAM SUPPORT 5,000
    FELLOWSHIP OPEN INC
    411 EAST WISCONSIN AVENUE STE 2040
    MILWAUKEE,WI53202     		N/A PC SUPPORT OF 2018 EVENT 25,000
    FIRST STAGE MILW INC PERFORMING ART
    325 W WALNUT ST
    MILWAUKEE,WI53212     		N/A PC COMMUNITY PARTNERSHIP PROGRAM 5,000
    FONDY FOOD CENTER INC
    1617 W NORTH AVE
    MILWAUKEE,WI53205     		N/A PC GENERAL PROGRAM SUPPORT 5,000
    FRESH COAST CLASSIC INC
    1300A W FOND DU LAC AVE
    MILWAUKEE,WI53205     		N/A PC GENERAL OPERATING SUPPORT 10,000
    GUEST HOUSE OF MILWAUKEE INC
    1216 N 13TH ST
    MILWAUKEE,WI53205     		N/A PC GENERAL OPERATING SUPPORT 10,000
    HUNGER TASK FORCE OF MILWAUKEE INC
    201 S HAWLEY CT
    MILWAUKEE,WI53214     		N/A PC GENERAL OPERATING SUPPORT 5,000
    JEWISH FAMILY SERVICES INC
    1300 N JACKSON ST
    MILWAUKEE,WI53202     		N/A PC OLDER ADULT PROGRAMMING 7,500
    JUNIOR ACHIEVEMENT OF WISCONSIN INC
    11111 W LIBERTY DRIVE
    MILWAUKEE,WI53224     		N/A PC GENERAL OPERATING SUPPORT 5,000
    LEGAL AID SOCIETY OF MILWAUKEE
    728 N JAMES LOVELL ST
    MILWAUKEE,WI53233     		N/A PC ANNUAL LUNCHEON 5,000
    LITERACY SERVICES OF WISCONSIN INC
    555 N PLANKINTON AVE
    MILWAUKEE,WI53203     		N/A PC ENHANCED WORKFORCE READINESS INITIATIVE 2.0 5,000
    SECUREFUTURES FOUNDATION INC
    710 N PLANKINTON AVE STE 310
    MILWAUKEE,WI53203     		N/A PC GENERAL OPERATING SUPPORT 5,000
    MEQUON NATURE PRESERVE INC
    8200 W COUNTY LINE RD
    MEQUON,WI53097     		N/A PC EDUCATION INITIAITIVE 7,500
    META HOUSE
    2625 N WEIL ST
    MILWAUKEE,WI53212     		N/A PC GENERAL OPERATING SUPPORT 10,000
    MILWAUKEE BALLET COMPANY INC
    504 W NATIONAL AVE
    MILWAUKEE,WI53204     		N/A PC GENERAL OPERATING SUPPORT 5,000
    MILWAUKEE REPERTORY THEATER INC
    108 EAST WELLS STREET
    MILWAUKEE,WI53202     		N/A PC READING READINESS PROGRAM 7,500
    MILWAUKEE RESCUE MISSION
    830 N 19TH ST
    MILWAUKEE,WI53233     		N/A PC DOOR OF HOPE PROGRAM 5,000
    MILWAUKEE SYMPHONY ORCHESTRA INC
    1101 N MARKET STREET
    MILWAUKEE,WI53202     		N/A PC ARTS IN COMMUNITY EDUCATION PROGRAM 10,000
    MILWAUKEE YOUTH SYMPHONY ORCHESTRA
    325 W WALNUT ST
    MILWAUKEE,WI53212     		N/A PC GENERAL OPERATING SUPPORT 5,000
    NEXT DOOR FOUNDATION INC
    2545 N 29TH ST
    MILWAUKEE,WI53210     		N/A PC EARLY CHILDHOOD EDUCATION PROGRAM 5,000
    MILWAUKEE PUBLIC SCHOOLS FOUNDATION
    234 W GALENA ST
    MILWAUKEE,WI53212     		N/A PC MARYLAND AVENUE MONTESSORI FUND 2,500
    OUR NEXT GENERATION INC
    3421 W LISBON AVE
    MILWAUKEE,WI53208     		N/A PC COMMUNITY LEARNERS PROGRAM 5,000
    PAVE
    301 WEST WISCONSIN AVE
    MILWAUKEE,WI53203     		N/A PC GENERAL PROGRAM SUPPORT 22,500
    PREVENT BLINDNESS WISCONSIN INC
    731 N JACKSON STREET
    MILWAUKEE,WI53202     		N/A PC GENERAL OPERATING SUPPORT 5,000
    RUACH INC
    6815 W CAPITOL DRIVE STE 302
    MILWAUKEE,WI53216     		N/A PC GENERAL OPERATING SUPPORT 5,000
    SOJOURNER FOUNDATION INC
    619 W WALNUT STREET
    MILWAUKEE,WI53212     		N/A PC GENERAL OPERATING SUPPORT 5,000
    ST ANN CENTER FOR INTERGENERATIONAL
    2801 E MORGAN AVE
    MILWAUKEE,WI53207     		N/A PC FURNISHINGS FOR BUCYRUS CAMPUS 5,000
    ST MARCUS FOUNDATION INC
    2215 N PALMER ST
    MILWAUKEE,WI53212     		N/A PC CAPITAL CAMPAIGN/ GENERAL OPERATING SUPPORT 25,000
    STEM FORWARD INC
    1300 W CANAL STREET
    MILWAUKEE,WI53233     		N/A PC 2017-18 METRO MILWAUKEE STEM EDUCATION OUTREACH PROGRAM 5,000
    TEEN CHALLENGE INTL INC MILWAUKEE W
    9236 W APPLETON AVE
    MILWAUKEE,WI53225     		N/A PC GENERAL OPERATING SUPPORT 5,000
    CATHEDRAL CENTER INC
    845 N VAN BUREN ST
    MILWAUKEE,WI53202     		N/A PC GENERAL OPERATING SUPPORT 5,000
    THE FRIENDSHIP CIRCLE
    500 WEST SILVER SPRING DRIVE K-200
    GLENDALE,WI53217     		N/A PC GENERAL OPERATING SUPPORT 17,500
    UNITED COMMUNITY CENTER INC
    1028 S 9TH ST
    MILWAUKEE,WI53204     		N/A PC BGCS AFTER-SCHOOL ACHIEVEMENT PROGRAM 5,000
    UNITED PERFORMING ARTS FUND INC
    929 N WATER ST
    MILWAUKEE,WI53202     		N/A PC 2017 ANNUAL CAMPAIGN 7,500
    UNITED WAY OF GREATER MILWAUKEE WAU
    225 WEST VINE ST
    MILWAUKEE,WI53212     		N/A PC ANNUAL CAMPAIGN 100,000
    VITAL VOICES FOR MENTAL HEALTH INC
    912 N HAWLEY RD
    MILWAUKEE,WI53213     		N/A PC GENERAL OPERATING SUPPORT 4,500
    ZOOLOGICAL SOCIETY OF MILWAUKEE COU
    10005 W BLUEMOUND RD
    MILWAUKEE,WI53226     		N/A PC DISADVANTAGED YOUTH SUMMER PROGRAM / ADVENTURE AFRICA CAPITAL CAMPAIGN 32,500
    AURORA HEALTH CARE FOUNDATION INC
    PO BOX 341880
    MILWAUKEE,WI53234     		N/A PC AURORA GALA / KRADWELL SCHOOL SCHOLARSHIP FUND 20,000
    MILWAUKEE PUBLIC LIBRARY FOUNDATION
    814 MILWAUKEE AVE
    MILWAUKEE,WI53233     		N/A PC GENERAL PROGRAM SUPPORT 15,000
    MILWAUKEE PUBLIC MUSEUM INC
    800 W WELLS ST
    MILWAUKEE,WI53233     		N/A PC CROSSROADS OF CIVILIZATION CAPITAL CAMPAIGN 10,000
    MILWAUKEE TENNIS EDUCATION FDN INC
    3000 N SHERMAN BLVD
    MILWAUKEE,WI53204     		N/A PC GENERAL OPERATING SUPPORT 7,500
    OZAUKEE WASHINGTON LAND TRUST INC
    PO BOX 917
    WEST BEND,WI53095     		N/A PC GREAT RIVERS ...GREAT LAKES! CAMPAIGN 10,000
    RENAISSANCE THEATERWORKS INC
    158 N BROADWAY 5TH FLOOR
    MILWAUKEE,WI53202     		N/A PC FRAN BAUER YOUNG CRITICS PROGRAM 5,000
    SILVER SPRING NEIGHBORHOOD CENTER I
    5460 N 64TH ST
    MILWAUKEE,WI53218     		N/A PC AAU TRACK PROGRAM 5,000
    WALNUT WAY CONSERVATION CORP
    1836 W FOND DU LAC AVENUE
    MILWAUKEE,WI53205     		N/A PC GENERAL OPERATING SUPPORT AND INNOVATION & WELLNESS COMMONS CAPITAL PROJECT 25,000
    WISCONSIN CONSERVATORY OF MUSIC INC
    1584 N PROSPECT AVE
    MILWAUKEE,WI53202     		N/A PC CONSERVATORY CONNECTIONS PROGRAM 5,000
    WISCONSIN HUMANE SOCIETY
    4500 W WISCONSIN AVE
    MILWAUKEE,WI53208     		N/A PC MILWAUKEE PETS FOR LIFE PROGRAM 5,000
    WORD OF HOPE MINISTRIES INC
    2677 N 40TH ST
    MILWAUKEE,WI53210     		N/A PC GENERAL OPERATING SUPPORT 20,000
    ALIVE MKE INC
    1527 N ASTOR ST
    MILWAUKEE,WI53202     		N/A PC YOUTH MENTORING PROGRAMS 30,000
    VINCE LOMBARDI CANCER FOUNDATION IN
    PO BOX 341880
    MILWAUKEE,WI53234     		N/A PC MKE VAULTFEST 3,000
    THREE HARBORS COUNCIL BSA
    330 S 84TH ST
    MILWAUKEE,WI53214     		N/A PC GENERAL OPERATING SUPPORT 10,000
    ST FRANCIS CHILDREN'S CENTER INC
    6700 N PORT WASHINGTON RD
    MILWAUKEE,WI53217     		N/A PC EARLY INTERVENTION / BIRTH TO THREE PROGRAM / GENERAL OPERATING SUPPORT 10,000
    UWM FOUNDATION INC
    1440 E NORTH AVE
    MILWAUKEE,WI53202     		N/A PC GRADUATE STUDENT EXCELLENCE FUND 7,500
    SHARP LITERACY INC
    5775 N GLEN PARK ROAD SUITE 202
    MILWAUKEE,WI53209     		N/A PC GENERAL OPERATING SUPPORT 7,500
    MILWAUKEE JEWISH FEDERATION INC
    1360 NORTH PROSPECT AVENUE
    MILWAUKEE,WI53202     		N/A PC HOLOCAUST EDUCATION RESOURCE CENTER 10,000
    HISTORIC MILWAUKEE INC
    235 E MICHIGAN ST
    MILWAUKEE,WI53202     		N/A PC GENERAL OPERATING SUPPORT 5,000
    SAFE SOUND INC
    801 W MICHIGAN ST
    MILWAUKEE,WI53233     		N/A PC GENERAL OPERATING SUPPORT 7,500
    URBAN ECOLOGY CENTER INC
    1500 E PARK PLACE RIVERSIDE PARK
    MILWAUKEE,WI53211     		N/A PC NEIGHBORHOOD ENVIRONMENTAL EDUCATION PROGRAM 5,000
    COLUMBIA ST MARY'S FOUNDATION INC
    2320 N LAKE DRIVE HERITAGE CENTER
    MILWAUKEE,WI53211     		N/A PC GENERAL OPERATING SUPPORT 7,500
    MOUNT MARY UNIVERSITY INC
    2900 N MENOMONEE RIVER PKWY
    MILWAUKEE,WI53222     		N/A PC GRACE SCHOLARS PROGRAM 10,000
    DISCOVERY WORLD LTD
    500 NORTH HARBOR DRIVE
    MILWAUKEE,WI53202     		N/A PC CAPITAL CAMPAIGN 7,500
    ACTS COMMUNITY DEVELOPMENT CORP
    2414 W VLIET ST
    MILWAUKEE,WI53205     		N/A PC CAPITAL CAMPAIGN 10,000
    RUNNING REBELS COMMUNITY ORGANIZATI
    225 W CAPITOL DR
    MILWAUKEE,WI53212     		N/A PC FULL CIRCLE CAPITAL CAMPAIGN 12,500
    MILWAUKEE CENTER FOR INDEPENDENCE I
    2020 W WELLS STREET
    MILWAUKEE,WI53233     		N/A PC WHOLE HEALTH CLINICAL GROUP CAPITAL CAMPAIGN 15,000
    PEARLS FOR TEEN GIRLS INC
    1805 N MARTIN LUTHER KING JR DRIVE
    MILWAUKEE,WI53212     		N/A PC GENERAL OPERATING SUPPORT 15,000
    MILWAUKEE INSTITUTE OF ART DESIGN I
    273 EAST ERIE STREET
    MILWAUKEE,WI53202     		N/A PC OPEN LAB PROGRAM 10,000
    HOPE CENTER INC
    502 N EAST EVENUE
    WAUKESHA,WI53186     		N/A PC GENERAL OPERATING SUPPORT 5,000
    3266 OZAUKEE COUNTY BRANCH NAACP
    PO BOX 301
    THIENSVILLE,WI53092     		N/A NC FREEDOM FUND EVENT 2,500
    AMERICAN LUNG ASSOCIATION
    55 W WACKER DR SUITE 1150
    CHICAGO,IL60601     		N/A PC 2018 FIGHT FOR AIR CLIMB 5,000
    MEDICAL COLLEGE OF WISCONSIN
    8701 WATERTOWN PLANK ROAD
    MILWAUKEE,WI53226     		N/A PC SUPPORT OF THE CAMPAIGN FOR MCW AND FROEDTERT 40,000
    WARRIORS QUIET WATERS FOUNDATION
    351 EVERGREEN DR STE A
    BOZEMAN,MT59715     		N/A PC GENERAL PROGRAM SUPPORT 5,000
    DOMINICAN CENTER
    2470 WEST LOCUST STREET
    MILWAUKEE,WI53206     		N/A PC AMANI SAFE WATER PROJECT 5,000
    SERENITY INNS INC
    PO BOX 26887
    MILWAUKEE,WI53226     		N/A PC GENERAL OPERATING SUPPORT 5,000
    MILWAUKEE BAR ASSOCIATION FOUNDATIO
    747 N BROADWAY
    MILWAUKEE,WI53202     		N/A SO I GENERAL OPERATING SUPPORT 15,000
    SIXTEENTH STREET COMMUNITY HEALTH C
    1337 S CESAR E CHAVEZ DRIVE
    MILWAUKEE,WI53204     		N/A PC GENERAL OPERATING SUPPORT 10,000
    WISCONSIN PRESERVATION FUND INC
    1000 N WATER STREET STE 2100
    MILWAUKEE,WI53202     		N/A PC SHERMAN PHOENIX PROJECT 25,000
    LATINO ARTS INC
    1028 S NINTH STREET
    MILWAUKEE,WI53204     		N/A PC LATINO STRINGS PROGRAM TOUR 5,000
    ACHIEVING EDUCATIONAL EXCELLENCE
    2607 S 5TH STREET
    MILWAUKEE,WI53207     		N/A PC GENERAL OPERATING SUPPORT 7,500
    SEEDS OF HEALTH INC
    1445 SOUTH 32ND STREET
    MILWAUKEE,WI53215     		N/A PC MILWAUKEE COLLEGE & CAREER HIGH SCHOOL MULTIMEDIA LAB 7,500
    DEPT OF WOMEN EMPOWERMENT INITIATIV
    6933 WEST BROWN DEER ROAD
    MILWAUKEE,WI53223     		N/A PC GENERAL PROGRAM SUPPORT 12,500
    MILWAUKEE COLLEGE PREP
    2449 N 36TH STREET
    MILWAUKEE,WI53210     		N/A PC EA TO TEACHER PIPELINE 15,000
    WISCONSIN JUSTICE INITIATIVE INC
    PO BOX 100705
    MILWAUKEE,WI53210     		N/A PC GENERAL OPERATING SUPPORT 5,000
    MMAC COMMUNITY SUPPORT FOUNDATION I
    756 NORTH MILWAUKEE STREET
    MILWAUKEE,WI53202     		N/A PC AFRICAN WORLD FESTIVAL 20,000
    Total .................................bullet 3a 992,500
    bApproved for future payment
    MILWAUKEE CENTER FOR INDEPENDENCE I
    2020 W WELLS STREET
    MILWAUKEE,WI53233     		N/A PC WHOLE HEALTH CLINICAL GROUP CAPITAL CAMPAIGN 10,000
    PEARLS FOR TEEN GIRLS INC
    2100 NORTH PALMER STREET
    MILWAUKEE,WI53212     		N/A PC GENERAL OPERATING SUPPORT 15,000
    BOYS GIRLS CLUBS OF GTR MILWAUKEE
    1558 NORTH 6TH STREET
    MILWAUKEE,WI53212     		N/A PC CLUB FOR EVERY KID CAMPAIGN 100,000
    ACTS COMMUNITY DEVELOPMENT CORP
    2414 W VLIET ST
    MILWAUKEE,WI53205     		N/A PC BREAKFAST OF CHAMPIONS 20,000
    ALIVE MKE INC
    1527 N ASTOR ST
    MILWAUKEE,WI53202     		N/A PC MKE FELLOWS PROGRAM 30,000
    ZOOLOGICAL SOCIETY OF MILWAUKEE COU
    10005 W BLUEMOUND RD
    MILWAUKEE,WI53226     		N/A PC ADVENTURE AFRICA CAPITAL CAMPAIGN 50,000
    RUNNING REBELS COMMUNITY ORGANIZATI
    225 W CAPITOL DR
    MILWAUKEE,WI53212     		N/A PC FULL CIRCLE CAPITAL CAMPAIGN 12,500
    MEDICAL COLLEGE OF WISCONSIN
    8701 WATERTOWN PLANK ROAD
    MILWAUKEE,WI53226     		N/A PC SUPPORT OF THE CAMPAIGN FOR MCW AND FROEDTERT 160,000
    WISCONSIN PRESERVATION FUND INC
    1000 N WATER STREET STE 2100
    MILWAUKEE,WI53202     		N/A PC SHERMAN PHOENIX PROJECT 25,000
    DEPT OF WOMEN EMPOWERMENT INITIATIV
    6933 WEST BROWN DEER ROAD
    MILWAUKEE,WI53223     		  PC GENERAL PROGRAM SUPPORT 12,500
    ST MARCUS FOUNDATION INC
    2215 N PALMER STREET
    MILWAUKEE,WI53202     		N/A PC CAPITAL CAMPAIGN/ GENERAL OPERATING SUPPORT 50,000
    Total .................................bullet 3b 485,000
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 4,420  
    4 Dividends and interest from securities....     14 417,737  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 772,737  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION SETTLEMENTS     		    18 109  
    bMILWAUKEE FIX, LLC 900001 3,022      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 3,022 1,195,003  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,198,025
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID: 17005038
    Software Version: 2017v2.2


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 LegalFeesSchedule
    Name:
    RALPH EVINRUDE FOUNDATION INC
    EIN:
    39-6040256
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    QUARLES & BRADY LLP 45,375 4,538 0 40,837


    TY 2017 OtherExpensesSchedule
    Name:
    RALPH EVINRUDE FOUNDATION INC
    EIN:
    39-6040256
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BMO HARRIS TAX REPORT PREP 400 400    
    CHECK IMPRINT FEE 180 18   162
    CT CORP REGISTERED AGENT 152 15   137
    MISCELLANEOUS BANK CHARGES 12 1   11
    MISCELLANEOUS EXPENSES 7 1   6
    WISCONSIN ANNUAL REPORT 10 1   9


    TY 2017 OtherIncomeSchedule2
    Name:
    RALPH EVINRUDE FOUNDATION INC
    EIN:
    39-6040256
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION SETTLEMENTS 109 109  
    MILWAUKEE FIX, LLC 3,022    


    TY 2017 OtherIncreasesSchedule
    Name:
    RALPH EVINRUDE FOUNDATION INC
    EIN:
    39-6040256
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Description Amount
    Milwaukee Fix LLC principal adjustment 293


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    RALPH EVINRUDE FOUNDATION INC
    EIN:
    39-6040256
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BMO HARRIS BANK 23,275 23,275 0 0
    ROBERT W BAIRD INVESTMENT MANAGEMENT FEE 55,349 55,349 0 0
    US BANK INVESTMENT MANAGEMENT FEE 25,038 25,038 0 0


    TY 2017 TaxesSchedule
    Name:
    RALPH EVINRUDE FOUNDATION INC
    EIN:
    39-6040256
    Software ID:
    17005038
    Software Version:
    2017v2.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 5,000      
    FOREIGN TAX WITHHELD 3,496 3,496    
    UBTI TAX 197