-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE BROOKBY FOUNDATION
% NICOLE LIGHTWINE
Number and street (or P.O. box number if mail is not delivered to street address)
1110 EAST OGDEN AVENUE Suite 319
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE
,
WI
53202
A Employer identification number
38-3202330
B
Telephone number (see instructions)
(262) 478-0629
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
49,771,819
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
1,230,026
1,230,026
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
119,130
b
Gross sales price for all assets on line 6a
1,012,041
7
Capital gain net income (from Part IV, line 2)
...
119,130
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)
.......
3,508
2
12
Total.
Add lines 1 through 11
........
1,352,664
1,349,158
13
Compensation of officers, directors, trustees, etc.
40,000
40,000
14
Other employee salaries and wages
......
67,205
67,205
15
Pension plans, employee benefits
.......
11,500
11,500
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,240
1,120
0
1,120
c
Other professional fees (attach schedule)
....
69,343
69,343
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
79,332
28,472
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
14,572
14,572
22
Printing and publications
..........
16,100
16,100
23
Other expenses (attach schedule)
.......
13,335
12,919
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
313,627
98,935
0
163,416
25
Contributions, gifts, grants paid
.......
2,389,961
2,389,961
26
Total expenses and disbursements.
Add lines 24 and 25
2,703,588
98,935
0
2,553,377
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,350,924
b
Net investment income
(if negative, enter -0-)
1,250,223
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
1
Cash—non-interest-bearing
.............
11,885
2,229
2,229
2
Savings and temporary cash investments
.........
1,177,165
781,794
782,511
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
28,741,578
24,930,329
34,619,524
c
Investments—corporate bonds (attach schedule)
.......
8,524,888
10,525,345
10,892,436
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
2,435,815
3,297,832
3,475,119
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
40,891,331
39,537,529
49,771,819
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
40,891,331
39,537,529
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
40,891,331
39,537,529
30
Total liabilities and net assets/fund balances
(see instructions)
.
40,891,331
39,537,529
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
40,891,331
2
Enter amount from Part I, line 27a
.....................
2
-1,350,924
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
39,540,407
5
Decreases not included in line 2 (itemize)
5
2,878
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
39,537,529
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
NORTHERN TRUST #0483 LT
b
BLODGETT GREENEY LIMITED PARTNERSHIP SHORT TERM CAPITAL GAIN
c
BLODGETT GREENEY LIMITED PARTNERSHIP LONG TERM CAPITAL GAIN
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
1,012,041
941,579
70,462
b
258
0
258
c
29,750
0
29,750
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
70,462
b
258
c
29,750
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
119,130
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
...................
3
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?
Yes
No
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
2,221,285
45,113,217
0.049238
2017
2,271,491
43,060,253
0.052751
2016
2,552,031
38,382,267
0.06649
2015
1,808,637
38,331,562
0.047184
2014
1,296,896
37,776,521
0.034331
2
Total
of line 1, column (d)
.....................
2
0.249994
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
0.049999
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
39,137,432
5
Multiply line 4 by line 3
......................
5
1,956,832
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
12,502
7
Add lines 5 and 6
........................
7
1,969,334
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,553,377
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
and enter “N/A" on line 1.
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
12,502
here
and 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
12,502
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
12,502
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
22,945
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
22,945
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
10,443
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
10,443
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
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)
MI
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 address
HTTPS://BROOKBYFOUNDATION.ORG/
14
The books are in care of
NICOLE LIGHTWINE
Telephone no.
(262) 478-0629
Located at
1110 EAST OGDEN AVENUE 319
MILWAUKEE
WI
ZIP+4
53202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
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?
......................
Yes
No
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
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
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?
.................
Yes
No
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
WENDY GREENEY
PRESIDENT/SECRETARY
1.0
0
0
0
1110 EAST OGDEN AVENUE 319
MILWAUKEE
,
WI
53202
PAUL GREENEY
VICE PRESIDENT/TREASURER
30.0
0
0
0
1110 EAST OGDEN AVENUE 319
MILWAUKEE
,
WI
53202
DANIEL GREENEY
BOARD TRUSTEE
20.0
40,000
0
0
1110 EAST OGDEN AVENUE 319
MILWAUKEE
,
WI
53202
JONATHAN GREENEY
BOARD TRUSTEE
1.0
0
0
0
1110 EAST OGDEN AVENUE 319
MILWAUKEE
,
WI
53202
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
NICOLE LIGHTWINE
PROGRAM OFFICER
30.0
58,609
11,500
1110 EAST OGDEN AVENUE 319
MILWAUKEE
,
WI
53202
Total
number of other employees paid over $50,000
...................
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
Total
number of others receiving over $50,000 for professional services
.............
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
.........................
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
38,847,853
b
Average of monthly cash balances
.......................
1b
597,045
c
Fair market value of all other assets (see instructions)
................
1c
288,536
d
Total
(add lines 1a, b, and c)
.........................
1d
39,733,434
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
39,733,434
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
596,002
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
39,137,432
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,956,872
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,956,872
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
12,502
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
12,502
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,944,370
4
Recoveries of amounts treated as qualifying distributions
................
4
200
5
Add lines 3 and 4
............................
5
1,944,570
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
1,944,570
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
2,553,377
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,553,377
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
12,502
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,540,875
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
1,944,570
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
2017
,
2016
,
2015
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
371,552
d
From 2017
......
148,826
e
From 2018
......
636,228
f
Total
of lines 3a through e
........
1,156,606
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,553,377
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
1,944,570
e
Remaining amount distributed out of corpus
608,807
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,765,413
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
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
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
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)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,765,413
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
371,552
c
Excess from 2017
....
148,826
d
Excess from 2018
....
636,228
e
Excess from 2019
....
608,807
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE BROOKBY FOUNDATION
1110 EAST OGDEN AVENUE 319
MILWAUKEE
,
WI
53202
(262) 478-0629
b
The form in which applications should be submitted and information and materials they should include:
(SEE STATEMENT)
c
Any submission deadlines:
SPRING (BEFORE 2/15); SUMMER (BEFORE 5/15); WINTER (BEFORE 10/15)
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MAY REQUEST FUNDING ONCE PER CALENDAR YEAR.
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)
a
Paid during the year
45TH PARALLEL
PO BOX 12273
PORTLAND
,
OR
97212
PC
45TH PARALLEL'S 11TH SEASON
10,000
ACLU OF WISCONSIN FOUNDATION
207 E BUFFALO STREET
SUITE 325
MILWAUKEE
,
WI
53202
PC
2019 GENERAL OPERATING SUPPORT
20,000
ALL CLASSICAL PORTLAND
211 SE CARUTHERS STREET
SUITE 200
PORTLAND
,
OR
97214
PC
International Children's Arts Network
2,000
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVENUE
SUITE 700
CHICAGO
,
IL
60601
PC
Great Lakes Protection & Restoration
50,000
BLUE LAKES PUBLIC RADIO
300 E CRYSTAL LAKE ROAD
TWIN LAKE
,
MI
49457
PC
Annual Grand Rapids Symphony
3,650
CAMP BLODGETT
528 BRIDGE STREET NW
GRAND RAPIDS
,
MI
49504
PC
Safe and Accessible Lakeshore
10,000
CIRCLE OF BLUE
800 W ELEVENTH STREET
SUITE 6
TRAVERSE CITY
,
MI
49684
PC
Circle of Blue General Support
25,000
CLEAN WISCONSIN
634 WEST MAIN STREET SUITE 300
MADISON
,
WI
53703
PC
Research and analysis support
30,000
COUNCIL OF MICHIGAN FOUNDATIONS
ONE SOUTH HARBOR SUITE 3
GRAND HAVEN
,
MI
49417
PC
Great Lakes Funder Collaboration
3,000
DA BLODGETT - STJOHN'S
805 LEAONARD STREET NE
GRAND RAPIDS
,
MI
49503
PC
Together for Kids Campaign
83,333
DAIRY GRAZING APPRENTICESHIP
7234 GAD ROAD
MEDFORD
,
WI
54451
PC
Dairy Grazing Apprenticeship
160,000
DETROIT EDUCATIONAL TELEVISION FOUNDATION
1 CLOVER COURT
WIXOM
,
MI
48393
PC
Great Lakes Now
10,000
ENVIRONMENTAL LAW & POLICY CENTER
35 EAST WACKER DRIVE SUITE 1600
CHICAGO
,
IL
60601
PC
ELPCs Michigan-based public interest
50,000
GATHERING WATERS
211 S PATERSON ST
MADISON
,
WI
53703
PC
General Purpose
40,000
GRAND RAPIDS ART MUSEUM
101 MONROE CENTER ST NW
SUITE 270
GRAND RAPIDS
,
MI
49503
PC
Sunday Classical Concert Series
20,000
GRAND RAPIDS CIVIC THEATRE
30 N DIVISION
GRAND RAPIDS
,
MI
49503
PC
School of Theatre Arts Scholarships
5,000
GRAND RAPIDS SYMPHONY
300 OTTAWA NW SUITE 100
GRAND RAPIDS
,
MI
49503
PC
2019 Blue Lake Concert; MATCHING
136,318
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE RD
SUITE D
TRAVERSE CITY
,
MI
49684
PC
Water Quality, Farmland Protection, Upper Manistee
112,500
GRANDVILLE AVENUE ARTS AND HUMANITIES
644 GRANDVILLE AVE SW
SUITE D
GRAND RAPIDS
,
MI
49503
PC
Musical Component of After-School
4,000
GREAT LAKES STEWARDSHIP INITIATIVE
8325 TROUP ROAD
HARBOR SPRINGS
,
MI
49740
PC
An Independent Great Lakes Steward
25,000
HARBOR DISTRICT INC
600 E GREENFIELD AVE
MILWAUKEE
,
WI
53204
PC
Ecology in Place: Community Science
15,000
HOSPICE OF MICHIGAN
989 SPAULDING SE
ADA
,
MI
49301
PC
Hospice of Michigan Grief Support
10,000
HUNGER TASK FORCE INC
201 S HAWLEY COURT
MILWAUKEE
,
WI
53214
PC
Emergency Food, Trade Mitigation
27,500
INTERLOCHEN CENTER FOR THE ARTS
PO BOX 199
INTERLOCHEN
,
MI
49643
PC
Arts Camp & Academy, Public Radio
45,000
LEELANAU CONSERVANCY
PO BOX 1007
LEELAND
,
MI
49654
PC
Water Quality & Farmland Protection
50,000
MEQUON NATURE PRESERVE INC
8200 W COUNTY LINE ROAD
MEQUON
,
WI
53097
PC
Mequon Nature Preserve Native Plan
20,000
METROARTS INC
7327 SW BARNES RD 625
PORTLAND
,
OR
972256119
PC
25th Young Artists Debut! Competition
10,000
METROPOLITAN YOUTH SYMPHONY
4800 SW MACADAM AVE SUITE 105
PORTLAND
,
OR
97239
PC
Music Access Program
8,000
MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION
3029 MILLER ROAD
ANN ARBOR
,
MI
48103
PC
General Support
50,000
MILWAUKEE ENVIRONMENTAL CONSORTIUM
1845 N FAR WELL AVENUE SUITE 100
MILWAUKEE
,
WI
53202
PC
Lindsay Heights Neighborhood
22,500
MILWAUKEE RIVERKEEPER
600 E GREENFIELD AVE
MILWAUKEE
,
WI
53204
PC
Understanding the Racine Diversion Communications and Digital Adv
50,000
MILWAUKEE WATER COMMONS
2027 W FOND DU LAC AVE
MILWAUKEE
,
WI
53205
PC
2019 Water School
10,000
MISSISSIPPI VALLEY CONSERVANCY
1309 NORPLEX DR
LA CROSSE
,
WI
54601
PC
Perrot State Park Addition
2,500
MOTE MARINE LABORATORY
1600 KEN THOMPSON PARKWAY
SARASOTA
,
FL
34236
PC
Coral Reef Research and Restoration
50,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW
WASHINGTON
,
DC
20001
PC
Membership outreach
15,000
NATURAL RESOURCES FOUNDATION OF WISCONSIN
PO BOX 2317
SUITE 700
MADISON
,
WI
53701
PC
Kohler Park Dunes Protection Project
10,000
NEIGHBORHOOD HOUSE OF MILWAUKEE
2819 W RICHARDSON PLACE
MILWAUKEE
,
WI
53208
PC
Lead & Learn Conservation Corps
5,000
NEW MUSIC MARIMBA
4401 IRONWOOD LN
CHAMPAIGN
,
IL
61822
PC
Seaborne recording and tour
90,000
OPERA GRAND RAPIDS
1320 EAST FULTON
GRAND RAPIDS
,
MI
49503
PC
Emerging Artists Program
5,000
OREGON SYMPHONY
921 SW WASHINGTON ST STE 200
PORTLAND
,
OR
97205
PC
Percussion Position Enhancements Musical Director Search
250,660
OZAUKEE COUNTY PLANNING AND PARKS DEPARTMENT
121 W MAIN ST
STE 200
PORT WASHINGTON
,
WI
53074
PC
Habitat Enhancements at Virmond
25,000
PEABODY INSTITUTE OF THE JOHNS HOPKINS UNIVERSITY
1 EAST MOUNT VERNON PLACE
PO BOX 994
BALTIMORE
,
MD
21202
PC
Percussion Scholarship & Program
50,000
PLANNED PARENTHOOD OF MICHIGAN
950 VICTORS WAY SUITE 100
ANN ARBOR
,
MI
48108
PC
Safer Choices
15,000
PORT WASHINGTON HISTORICAL SOCIETY
205 N FRANKLIN ST
PORT WASHINGTON
,
WI
53074
PC
Port Exploreum Educational Initiative
12,000
PORTAND JAPANESE GARDEN
611 SW KINGSTON AVE
PORTLAND
,
OR
97205
PC
Cultural Crossing
25,000
PORTLAND PIANO INTERNTIONAL
PO BOX 6469
PORTLAND
,
OR
97228
PC
Piano Concerto Competition
10,000
RIVEREDGE NATURE CENTER
4458 COUNTY HWY Y
SAUKVILLE
,
WI
53080
PC
Scientist in Residence
40,000
SEEDS
PO BOX 2454
TRAVERSE CITY
,
MI
49685
PC
Workforce Development and Restoration
15,000
SIXTEENTH STREET COMMUNITY HEALTH CENTERS
1337 S CESAR CHAVEZ DRIVE
MILWAUKEE
,
WI
53204
PC
Mi Cmara, Nuestro Ro/My Camera
15,000
SO PERCUSSION
20 GRAND AVE
205
BROOKLYN
,
NY
11205
PC
Summer Institute, Touring Support
40,000
SOUTHEASTERN WISCONSIN WATERSHEDS TRUST INC
600 E GREENFIELD AVE
205
MILWAUKEE
,
WI
53204
PC
Sweet Water Conference
4,000
THE RIDGES SANCTUARY
PO BOX 152
BAILEYS HARBOR
,
WI
54202
PC
Logan Creek State Natural Area
8,000
URBAN ECOLOGY CENTER
1500 E PARK PL
MILWAUKEE
,
WI
53211
PC
General Purpose
90,000
UWM FOUNDATION INC
600 EAST GREENFIELD AVENUE
MILWAUKEE
,
WI
53204
PC
School of Freshwater Sciences
290,000
VISION FORWARD ASSOCIATION
912 NORTH HAWLEY ROAD
MILWAUKEE
,
WI
532133222
PC
Music Therapy Program
5,000
WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL
1007 LAKE DRIVE SE
GRAND RAPIDS
,
MI
49506
PC
Youth Environmental Education Project
7,500
WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS
1922 UNIVERSITY AVENUE
MADISON
,
WI
53726
PC
Beyond Sandbags
10,000
WISCONSIN CONSERVATION VOICES
133 S BUTLER ST STE 320
MADISON
,
WI
50703
PC
General Purpose
50,000
WISCONSIN DEMOCRACY CAMPAIGN
203 S PATERSON ST
MADISON
,
WI
53703
PC
Exposing the Polluters
5,000
WISCONSIN PROGRESS INSTITUTE
PO BOX 1292
MILWAUKEE
,
WI
53201
PC
Wisconsin Progress Institute
15,000
WISCONSIN VOICES
633 S HAWLEY RD
MILWAUKEE
,
WI
53214
PC
Relational Organizing
50,000
WISCONSIN WETLANDS ASSOCIATION
214 N HAMILTON ST
SUITE 112
MADISON
,
WI
53703
PC
Communicating the importance
5,000
WUWM-MILWAUKEE'S NPR
111 E WISCONSIN AVE STE 700
201
MILWAUKEE
,
WI
53202
PC
WUWM Environmental Reporting
15,000
YWCA WEST CENTRAL MICHIGAN
25 SHELDON AVE SE
GRAND RAPIDS
,
MI
49503
PC
YWCA Nurse Examiner Program
20,000
ABLE
803 W WELLS STREET
MILWAUKEE
,
WI
532331436
PC
General Purpose
100
ACCION
10 FAWCETT STREET SUITE 204
CAMBRIDGE
,
MA
02138
PC
General Purpose
100
AMERICAN FRIENDS SERVICE
1501 CHERRY STREET
PHILADELPHIA
,
PA
19102
PC
General Purpose
200
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE
DALLAS
,
TX
75231
PC
General Purpose
100
AMERICARES
88 HAMILTON AVENUE
STAMFORD
,
CT
06902
PC
General Purpose
100
ARBOR DAY FOUNDATION
211 N 12TH STREET
LINCOLN
,
NE
68508
PC
General Purpose
200
ASPCA
424 E 92ND ST
NEW YORK
,
NY
101286804
PC
General Purpose
100
ASSOCIATED SCIENTISTS AT WOODS HOLE
BOX 721 3 WATER STREET
WOODS HOLE
,
MA
02543
PC
General Purpose
500
BELOIT COLLEGE
700 COLLEGE ST BOX 45
BELOIT
,
WI
53511
PC
General Purpose
500
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB
,
UT
847415000
PC
General Purpose
100
BIRCH CREEK MUSIC PERFOMANCE CENTER
3821 COUNTY RD E
EGG HARBOR
,
WI
54209
PC
General Purpose
200
BRIGHT FOCUS FOUNDATION
22512 GATEWAY CENTER DRIVE
CLARKSBURG
,
MD
20871
PC
General Purpose
100
CENTER FOR SCIENCE IN THE PUBLIC INTEREST
1220 L ST NW SUITE 300
WASHINGTON
,
DC
20005
PC
General Purpose
100
CLIMATE CHANGE COALITION OF DOOR COUNTY
PO BOX 812
STURGEON BAY
,
WI
54235
PC
General Purpose
1,000
COASTAL WATERSHED COUNCIL
107 DAKOTA AVE SUITE 4
SANTA CRUZ
,
CA
95060
PC
General Purpose
500
COE COLLEGE
1220 1ST AVE NE
CEDAR RAPIDS
,
IA
52402
PC
General Purpose
1,000
COLLEGE POSSIBLE
755 PRIOR AVENUE NORTH SUITE 210
ATTN BUSINESS OFFICE 220
SAINT PAUL
,
MN
55104
PC
General Purpose
200
COMMUNITY FOUNDATION GENERATIONS AHEAD FUND
223 LAKE AVE STE B
TRAVERSE CITY
,
MI
49684
PC
General Purpose
200
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOOR
NEW YORK
,
NY
10006
PC
General Purpose
500
ELEPHANT SANCTUARY
PO BOX 393
HOHENWALD
,
TN
38462
PC
General Purpose
200
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH
NEW YORK
,
NY
10010
PC
General Purpose
300
ESPERANCA
1911 WEST EARLL DRIVE
PHOENIX
,
AZ
85015
PC
General Purpose
100
FINCA INTERNATIONAL
1201 15TH STREET NW 8TH FLOOR
WASHINGTON
,
DC
20005
PC
General Purpose
100
FLORIDA KEYS LAND & SEA TRUST
5550 OVERSEAS HIGHWAYS
MARATHON
,
FL
33050
PC
General Purpose
700
FRESHWATER FUTURE
PO BOX 2479
PETOSKEY
,
MI
49770
PC
General Purpose
300
FRIENDS OF SAGUARO NATIONAL PARK
2700 NORTH KINNEY ROAD
TUCSON
,
AZ
85743
PC
General Purpose
500
FRIENDS OF THE BLACK RIVER FOREST
PO BOX 804
SHEBOYGAN
,
WI
53082
PC
General Purpose
500
FRIENDS OF THE KAL-HAVEN TRAIL
PO BOX 191
BLOOMINGDALE
,
MI
49026
PC
General Purpose
200
GENTLE GIANTS DRAFT HORSE RESCUE
17250 OLD FREDERICK ROAD
MOUNT AIRY
,
MD
21771
PC
General Purpose
100
GLAUCOMA RESEARCH FOUNDATION
251 POST STREET SUITE 600
SAN FRANCISCO
,
CA
94108
PC
General Purpose
100
HABITAT FOR HUMANITY
285 PEACHTREE CENTER AVE NW SUITE 2
ATLANTA
,
GA
30303
PC
General Purpose
200
HOMES FOR OUR TROOPS
6 MAIN ST
TAUNTON
,
MA
02780
PC
General Purpose
200
HORIZON HOME CARE HOSPICE
11400 W LAKE PARK DR
MILWAUKEE
,
WI
53224
PC
General Purpose
200
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOOR
NEW YORK
,
NY
101183299
PC
General Purpose
300
HUMANE SOCIETY INTERNATIONAL
1255 23RD STREET NW SUITE 450
WASHINGTON
,
DC
20037
PC
General Purpose
200
INNOCENCE PROJECT INC
40 WORTH STREET SUITE 450
NEW YORK
,
NY
10013
PC
General Purpose
500
INTERNATIONAL CRANE FOUNDATION
PO BOX 447
BARABOO
,
WI
53913
PC
General Purpose
200
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD SUITE 1500
LOS ANGELES
,
CA
90025
PC
General Purpose
500
INTERNATIONAL PLANNED PARENTHOOD FEDERATION
125 MAIDEN LANE 9TH FLOOR
NEW YORK
,
NY
100384730
PC
General Purpose
500
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREET
NEW YORK
,
NY
101681289
PC
General Purpose
200
LEAGUE OF WOMEN VOTERS EDUCATION FUND
PO BOX 11036
LEWISTON
,
ME
04243
PC
General Purpose
500
LUNG CANCER RESEARCH FOUNDATION
1 POINT PLACE SUITE 202
MADISON
,
WI
53719
PC
General Purpose
300
LUPUS FOUNDATION NEW ENGLAND
40 SPEEN STREET SUITE 101
FRAMINGHAM
,
MA
017011898
PC
General Purpose
100
MILWAUKEE CHAMBER THEATRE
158 M BROADWAY 5TH FLOOR
MILWAUKEE
,
WI
53202
PC
General Purpose
200
MILWAUKEE REPERTORY THEATER
108 E WELLS ST
MILWAUKEE
,
WI
53202
PC
General Purpose
300
MILWAUKEE RESCUE MISSION
830 N 19TH ST
MILWAUKEE
,
WI
53233
PC
General Purpose
500
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOOR
NEW YORK
,
NY
10011
PC
General Purpose
200
NEU LIFE COMMUNITY DEVELOPMENT
2014 W NORTH AVE
MILWAUKEE
,
WI
53205
PC
General Purpose
200
NPH USA
134 NORTH LA SALLE STREET SUITE 50
CHICAGO
,
IL
606021036
PC
General Purpose
400
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOOR
WASHINGTON
,
DC
20036
PC
General Purpose
200
ORBIS INTERNATIONAL
520 8TH AVENUE 12TH FLOOR
NEW YORK
,
NY
10018
PC
General Purpose
400
OXFAM AMERICA
226 CAUSEWAY STREET 5TH FLOOR
BOSTON
,
MA
021142206
PC
General Purpose
300
PARALLEL 45
PO BOX 1829
TRAVERSE CITY
,
MI
496851829
PC
General Purpose
200
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOOR
NEW YORK
,
NY
10038
PC
General Purpose
1,000
PLANNED PARENTHOOD OF WISCONSIN INC
302 N JACKSON STREET
MILWAUKEE
,
WI
53202
PC
General Purpose
1,000
PROJECT HOPE
255 CARTER HALL LANE
MILWOOD
,
VA
22646
PC
General Purpose
200
PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBIITIES
962 WAYNE AVE SUITE 610
SILVER SPRING
,
MD
209104453
PC
General Purpose
200
SAVE THE CHILDREN
501 KINGS HWY E - SUITE 400
FAIRFIELD
,
CT
06825
PC
General Purpose
500
SESAME WORKSHOP
PO BOX 21609
NEW YORK
,
NY
10087
PC
General Purpose
100
SMILE TRAIN
PO BOX 96231
WASHINGTON
,
DC
200906231
PC
General Purpose
200
SOJOURNER FAMILY PEACE CENTER
619 W WALNUT ST
MILWAUKEE
,
WI
53212
PC
General Purpose
300
ST JUDE CHILDREN'S HOSPITAL
262 DANNY THOMAS PL
MEMPHIS
,
TN
38105
PC
General Purpose
100
TECHNOSERVE
1120 19TH STREET NW 8TH FLOOR
WASHINGTON
,
DC
20036
PC
General Purpose
200
THE CARTER CENTER
453 FREEDOM PARKWAY
ATLANTA
,
GA
30307
PC
General Purpose
300
THE CENTER FOR MICHIGAN - BRIDGE MAGAZINE
4100 N DIXBORO RD
ANN ARBOR
,
MI
48105
PC
General Purpose
100
THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S
GRAND CENTRAL STATION PO BOX 4777
NEW YORK
,
NY
101634777
PC
General Purpose
300
THE NATURE CONSERVANCY WI
633 WEST MAIN STREET
MADISON
,
WI
53703
PC
General Purpose
500
UN FOUNDATION (NOTHING BUT NETS)
PO BOX 96539
WASHINGTON
,
DC
200906539
PC
General Purpose
200
UNITED PERFORMING ARTS FUND
301 W WISCONSIN AVE 600
MILWAUKEE
,
WI
53203
PC
General Purpose
300
USA FOR UNHCR
1775 K STREET NW SUITE 580
WASHINGTON
,
DC
20006
PC
General Purpose
200
WISCONSIN HUMANCE SOCIETY
4500 WEST WISCONSIN AVENUE
MILWAUKEE
,
WI
53208
PC
General Purpose
500
WORLD LITERACY FOUNDATION
PO BOX 44
GRANDVILLE
,
MI
49468
PC
General Purpose
100
WORLD WITHOUT HATE
PO BOX 601461
DALLAS
,
TX
75360
PC
General Purpose
500
Total
.................................
3a
2,389,961
b
Approved for future payment
Total
.................................
3b
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
1,230,026
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
3,508
8
Gain or (loss) from sales of assets other than
inventory
............
18
119,130
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,352,664
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,352,664
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description