-
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
Harley-Davidson Foundation Inc
% DANITA HALL
Number and street (or P.O. box number if mail is not delivered to street address)
3700 West Juneau Avenue
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Milwaukee
,
WI
53208
A Employer identification number
39-1769946
B
Telephone number (see instructions)
(414) 343-4680
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)
$
28,169,688
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)
80,550
2
Check
.............
3
Interest on savings and temporary cash investments
224,175
233,816
4
Dividends and interest from securities
...
400,097
385,422
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
886,434
b
Gross sales price for all assets on line 6a
6,038,614
7
Capital gain net income (from Part IV, line 2)
...
891,817
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)
.......
3,625
12
Total.
Add lines 1 through 11
........
1,594,881
1,511,055
13
Compensation of officers, directors, trustees, etc.
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
8,930
4,465
0
4,465
c
Other professional fees (attach schedule)
....
77,125
77,125
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
47,479
12,982
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
51,993
0
0
51,993
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
185,527
94,572
0
56,458
25
Contributions, gifts, grants paid
.......
3,058,737
3,058,737
26
Total expenses and disbursements.
Add lines 24 and 25
3,244,264
94,572
0
3,115,195
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,649,383
b
Net investment income
(if negative, enter -0-)
1,416,483
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
.............
2
Savings and temporary cash investments
.........
194,268
308,998
308,998
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)
0
b
Investments—corporate stock (attach schedule)
.......
18,100,817
16,864,163
20,445,927
c
Investments—corporate bonds (attach schedule)
.......
7,830,428
7,251,363
7,414,763
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
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)
26,125,513
24,424,524
28,169,688
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
........
26,125,513
24,424,524
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)
.....
26,125,513
24,424,524
30
Total liabilities and net assets/fund balances
(see instructions)
.
26,125,513
24,424,524
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
26,125,513
2
Enter amount from Part I, line 27a
.....................
2
-1,649,383
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
24,476,130
5
Decreases not included in line 2 (itemize)
5
51,606
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
24,424,524
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
CAPITAL GAIN DIVIDENDS
P
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
5,466,710
5,146,797
319,913
b
571,904
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
319,913
b
c
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
891,817
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
3,036,543
27,980,519
0.108523
2017
3,505,680
28,968,607
0.121017
2016
3,560,366
27,153,562
0.13112
2015
3,279,287
26,715,135
0.12275
2014
3,352,842
27,104,003
0.123703
2
Total
of line 1, column (d)
.....................
2
0.607113
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
0.121423
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
26,662,563
5
Multiply line 4 by line 3
......................
5
3,237,448
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
14,165
7
Add lines 5 and 6
........................
7
3,251,613
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,115,195
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
28,330
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
28,330
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
28,330
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
15,000
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
15,000
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
13,330
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
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)
WI
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
www.harley-davidson.com
14
The books are in care of
DANITA HALL
Telephone no.
(414) 343-4505
Located at
3700 WEST JUNEAU AVENUE
Milwaukee
WI
ZIP+4
53208
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
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
Tchernavia Rocker
President/Dir thru 01/2019
0.1
0
0
0
3700 West Juneau Avenue
Milwaukee
,
WI
53208
Julie Anding
President/Dir as of 02/2019
1.0
0
0
0
3700 West Juneau Avenue
Milwaukee
,
WI
53208
John A Olin
Vice President/CFO/Director
0.1
0
0
0
3700 West Juneau Avenue
Milwaukee
,
WI
53208
J Darrell Thomas
Vice President/Treasurer
0.1
0
0
0
3700 West Juneau Avenue
Milwaukee
,
WI
53208
Paul J Jones
VP/CLO/Dir thru 11/2019
0.1
0
0
0
3700 West Juneau Avenue
Milwaukee
,
WI
53208
Paul Krause
Secretary
0.1
0
0
0
3700 West Juneau Avenue
Milwaukee
,
WI
53208
Heather Malenshek
Director thru 10/2019
0.1
0
0
0
3700 West Juneau Avenue
Milwaukee
,
WI
53208
Amy Giuffre
Director as of 10/2019
0.1
0
0
0
3700 West Juneau Avenue
Milwaukee
,
WI
53208
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
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
Baird Investment Management Services
Invest Mgmt Services
77,124
777 East Investment Management Serv
MILWAUKEE
,
WI
532025391
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
26,816,959
b
Average of monthly cash balances
.......................
1b
251,633
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
27,068,592
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
27,068,592
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
406,029
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
26,662,563
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,333,128
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
1,333,128
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
28,330
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
28,330
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,304,798
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,304,798
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
1,304,798
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
3,115,195
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
3,115,195
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
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,115,195
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
1,304,798
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
......
2,033,760
b
From 2015
......
1,983,242
c
From 2016
......
2,216,494
d
From 2017
......
2,101,100
e
From 2018
......
1,688,531
f
Total
of lines 3a through e
........
10,023,127
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,115,195
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
.....
1,304,798
e
Remaining amount distributed out of corpus
1,810,397
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
11,833,524
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)
...
2,033,760
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
9,799,764
10
Analysis of line 9:
a
Excess from 2015
....
1,983,242
b
Excess from 2016
....
2,216,494
c
Excess from 2017
....
2,101,100
d
Excess from 2018
....
1,688,531
e
Excess from 2019
....
1,810,397
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:
Harley-Davidson Foundation Inc
3700 West Juneau Avenue
Milwaukee
,
WI
53208
(414) 343-4680
b
The form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED VIA THE ONLINE PORTAL LOCATED ON THE FOUNDATION'S WEBSITE.
c
Any submission deadlines:
APPLICATIONS MAY BE SUBMITTED AT ANY TIME AND WILL BE REVIEWED ON A QUARTERLY BASIS AT THE END OF MA
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MAJORITY OF FUNDING IS FOR PROJECT PROGRAM SUPPORT IN WI, PA, IL, OH, TX, MO, AND AZ.
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
AIDS Resource Center of Wisconsin Inc
820 N Plankinton Ave
Milwaukee
,
WI
53203
None
PC
Program Support
10,000
Allied Churches Teaching Self-Empowerment (ACTS)
2414 W Vliet St
Milwaukee
,
WI
53205
None
PC
Program Support
10,000
All-In Milwaukee Inc
135 W Wells St Ste 100
Milwaukee
,
WI
53202
None
PC
Program Support
6,250
Alpha Kappa Alpha Education Advancement
5656 Stony Island Ave
Chicago
,
IL
60637
None
PC
Program Support
2,000
Alverno College
3400 S 43rd St
Milwaukee
,
WI
53234
None
PC
Program Support
25,200
America SCORES Cleveland
3632 Perkins Ave Unit 2CE
Cleveland
,
OH
44114
None
PC
Program Support
1,000
American Financial Services Association Education
919 18th St Ste 300
Washington
,
DC
20006
None
PC
Program Support
30,000
American National Red Cross
2600 W Wisconsin Ave
Milwaukee
,
WI
53233
None
PC
Program Support
15,000
American Red Cross
2220 Silvernail Rd Ste 300
Pewaukee
,
WI
53072
None
PC
Program Support
210
Archbishop Curley High School
3701 Sinclair Ln
Baltimore
,
MD
21213
None
PC
Program Support
100
Bailing Out Benji
PO Box 203
Ames
,
IA
50010
None
PC
Program Support
240
Betty Brinn Children's Museum
929 E Wisconsin Ave
Milwaukee
,
WI
53202
None
PC
Program Support
13,500
Beyond Vision
5316 W State St
Milwaukee
,
WI
53208
None
PC
Program Support
10,000
Big Brothers Big Sisters of Metropolitan Milwaukee
788 N Jefferson St Ste 600
Milwaukee
,
WI
53202
None
PC
Program Support
25,285
Big BrothersBig Sisters of York County Inc
227 W Market St Ste 102
York
,
PA
17401
None
PC
Program Support
7,500
Bishop Noll Institute Foundation Inc
1519 Hoffman St
Hammond
,
IN
46327
None
PC
Program Support
1,000
Bizstarts Milwaukee Inc
1555 N Rivercenter Dr Ste 210
Milwaukee
,
WI
53212
None
PC
Program Support
15,000
Boys & Girls Club of Greater Milwaukee
1558 N 6th St
Milwaukee
,
WI
53212
None
PC
Program Support
375,000
Boys & Girls Clubs of Greater Scottsdale
10533 E Lakeview Dr
Scottsdale
,
AZ
85258
None
PC
Program Support
3,500
Broadscope Disability Services
6102 W Layton Ave
Greenfield
,
WI
53220
None
PC
Program Support
10,000
Brookfield East High School Spartan PTO
4460 Danbury Dr
Brookfield
,
WI
53045
None
PC
Program Support
190
Build Moto Mentor Program
5841 N Shoreland Ave
Whitefish Bay
,
WI
53217
None
PC
Program Support
965
Cardinal Stritch University
6801 N Yates Rd
Milwaukee
,
WI
53217
None
PC
Program Support
1,500
Carroll University
100 N East Ave
Waukesha
,
WI
53186
None
PC
Program Support
3,000
Catholic Central High School
148 McHenry St
Burlington
,
WI
53105
None
PC
Program Support
1,500
Center for Urban Teaching Inc
2600 W Wisconsin Ave
Milwaukee
,
WI
53233
None
PC
Program Support
10,000
Center for Veterans Issues
315 W Court St
Milwaukee
,
WI
53212
None
PC
Program Support
75,000
Central City Churches Inc
3022 W Wisconsin Ave
Milwaukee
,
WI
53208
None
PC
Program Support
20,000
Chesapeake Bay Foundation
1426 N 3rd St
Harrisburg
,
PA
17102
None
PC
Program Support
5,000
Chicago Cares Inc
2 N Riverside Plz Ste 1800
Chicago
,
IL
60606
None
PC
Program Support
25,000
Chicago Coalition For The Homeless
70 E Lake St Ste 720
Chicago
,
IL
60601
None
PC
Program Support
25,000
Children's Advocacy Center of Collin County
2205 Los Rios Blvd
Plano
,
TX
75074
None
PC
Program Support
35,000
Children's Aid Society at the Lehman Center
402 W Market St
York
,
PA
17401
None
PC
Program Support
7,500
Columbia St Marys Foundation Inc
Heritage Center 2320 N Lake Dr
Milwaukee
,
WI
53211
None
PC
Program Support
25,000
Community Foundation of North Central Wisconsin
500 1st St Ste 2600
Wausau
,
WI
54403
None
PC
Program Support
75,000
Crispus Attucks Center for Employment & Training
605 S Duke St
York
,
PA
17401
None
PC
Program Support
7,500
Cristo Rey Jesuit Corporate Work Study Program
1215 S 45th St
West Milwaukee
,
WI
53214
None
PC
Program Support
29,900
Cultural Alliance of York County
14 W Market St
York
,
PA
17401
None
PC
Program Support
2,500
Cuyahoga Community College Foundation
700 Carnegie Ave
Cleveland
,
OH
44115
None
PC
Program Support
1,000
Delaware Valley Golden Retriever Rescue Inc
60 Vera Cruz Rd
Reinholds
,
PA
17569
None
PC
Program Support
1,000
Delone Catholic High School
140 S Oxford Ave
McSherrystown
,
PA
17344
None
PC
Program Support
250
Divine Savior Holy Angels High School
4257 N 100th St
Milwaukee
,
WI
53222
None
PC
Program Support
250
DreamWrights Youth & Family Theatre
100 Carlisle Ave
York
,
PA
17401
None
PC
Program Support
2,000
Easter Seals
2222 S 114th St
West Allis
,
WI
53227
None
PC
Program Support
5,000
Elm Grove Lutheran School
945 Terrace Dr
Elm Grove
,
WI
53122
None
PC
Program Support
3,000
Elmbrook Humane Society
20950 Enterprise Ave
Brookfield
,
WI
53045
None
PC
Program Support
101
Fielding Graduate University
2020 De La Vina St
Santa Barbara
,
CA
93105
None
PC
Program Support
250
First Finance FBo FRC Team 2202
2000 Bedford St
Manchester
,
NH
03101
None
PC
Program Support
1,000
First Stage Milwaukee
325 W Walnut St
Milwaukee
,
WI
53212
None
PC
Program Support
10,000
GPS Education Partners
20633 Watertown Ct Ste 202
Waukesha
,
WI
53186
None
PC
Program Support
25,000
Habitat for Humanity International Inc
2060 Couch Dr
McKinney
,
TX
75069
None
PC
Program Support
55,000
Hope College
PO Box 9000
Holland
,
MI
49422
None
PC
Program Support
5,000
Hope's Chariot Inc
695 State Rd 60
Cedarburg
,
WI
53012
None
PC
Program Support
130
Hospice & Community Care
235 St Charles Way Ste 250
York
,
PA
17402
None
PC
Program Support
5,000
Hospice of Havasu
PO Box 597
Lake Havasu City
,
AZ
86405
None
PC
Program Support
539
Hunger Task Force of Milwaukee Inc
201 S Hawley Ct
Milwaukee
,
WI
53214
None
PC
Program Support
500,000
Illinois Institute of Technology
10 W 35th St
Chicago
,
IL
60616
None
PC
Program Support
2,500
Immanuel Lutheran School
13445 W Hampton
Brookfield
,
WI
53005
None
PC
Program Support
250
Indiana University Foundation
PO Box 500
Bloomington
,
IN
47402
None
PC
Program Support
100
Jerry Ambrose Veterans Council Of Mohave County
PO Box 4463
Kingman
,
AZ
86402
None
PC
Program Support
6,500
Journey House
2110 W Scott St
Milwaukee
,
WI
53204
None
PC
Program Support
10,000
Junior Achievement of So Central Pennsylvania
610 S George St
York
,
PA
17401
None
PC
Program Support
10,000
Junior Achievement of Wisconsin Inc
11111 W Liberty Dr
Milwaukee
,
WI
53224
None
PC
Program Support
70,000
Kenosha Montessori School
2401 69th St
Suite 300
Kenosha
,
WI
53143
None
PC
Program Support
817
Lake Denoon Middle School
W207 S8240 Hillendale Dr
Muskego
,
WI
53150
None
PC
Program Support
150
LBL Equine Rescue
3300 Prospect Ave
Silver Springs
,
NV
89429
None
PC
Program Support
945
Leadership York
238 N George St
York
,
PA
17401
None
PC
Program Support
2,500
Leg Up Farm Inc
4880 N Sherman St
Mt Wolf
,
PA
17347
None
PC
Program Support
10,000
LiFE OF HOPE
139 N Main St Ste 104
West Bend
,
WI
53095
None
PC
Program Support
3,155
Love Inc of Sheboygan County
807 Forest Ave
Sheboygan Falls
,
WI
53085
None
PC
Program Support
605
Loving Shepherd Lutheran School
3909 W Clinton Ave
Milwaukee
,
WI
53209
None
PC
Program Support
5,000
Macalester College
1600 Grand Ave
St Paul
,
MN
55105
None
PC
Program Support
500
Make A Wish Foundation - York
2951 Whiteford Rd Ste 304
York
,
PA
17402
None
PC
Program Support
4,400
Marian Catholic High School
700 Ashland Ave
Chicago Heights
,
IL
60411
None
PC
Program Support
500
Marquette University
PO Box 1881
Milwaukee
,
WI
53201
None
PC
Program Support
600
Marquette University High School
3401 W Wisconsin Ave
Milwaukee
,
WI
53208
None
PC
Program Support
1,000
Massachusetts Institute of Technology
600 Memorial Dr
Cambridge
,
MA
02139
None
PC
Program Support
500
Menomonee Valley Partners Inc
231 W Michigan St P421
Milwaukee
,
WI
53203
None
PC
Program Support
10,000
Meta House Inc
2625 N Weil St
Milwaukee
,
WI
53212
None
PC
Program Support
10,000
Milwaukee Art Museum
700 N Art Museum Dr
Milwaukee
,
WI
53202
None
PC
Program Support
5,000
Milwaukee Center for Independence
2020 W Wells St
Milwaukee
,
WI
53233
None
PC
Program Support
15,000
Milwaukee Chamber Theatre
158 N Broadway 5th Flr
Milwaukee
,
WI
53202
None
PC
Program Support
15,000
Milwaukee Community Service Corps
1441 N 7th St
Milwaukee
,
WI
53205
None
PC
Program Support
10,000
Milwaukee Development Corporation
756 N Milwaukee St Ste 400
Milwaukee
,
WI
53202
None
PC
Program Support
50,000
Milwaukee Habitat for Humanity
3726 N Booth St
Milwaukee
,
WI
53212
None
PC
Program Support
25,000
Milwaukee Institute of Art & Design
273 E Erie St
Milwaukee
,
WI
53202
None
PC
Program Support
6,000
Milwaukee Preservation Alliance
PO Box 510642
Milwaukee
,
WI
53203
None
PC
Program Support
55,000
Milwaukee Public Museum Inc
800 W Wells St
Milwaukee
,
WI
53233
None
PC
Program Support
15,000
Milwaukee Repertory Theater
108 E Wells St
Milwaukee
,
WI
53202
None
PC
Program Support
15,000
Milwaukee School of Engineering
1025 N Broadway
Milwaukee
,
WI
53202
None
PC
Program Support
1,450
Milwaukee Tennis & Education Foundation Inc
3000 N Sherman Blvd
Milwaukee
,
WI
53210
None
PC
Program Support
5,000
Milwaukee Urban League
435 W North Ave
Milwaukee
,
WI
53212
None
PC
Program Support
48,250
Milwaukee World Festival Inc
200 N Harbor Dr
Milwaukee
,
WI
53202
None
PC
Program Support
10,000
Missouri University of Science and Technology
1200 N Pine St
Rolla
,
MO
65409
None
GOV
Program Support
50
Montessori Development Partnerships
975 East Blvd
Cleveland
,
OH
44108
None
PC
Program Support
1,500
Montessori School of Waukesha
2600 Summit Ave
Waukesha
,
WI
53188
None
PC
Program Support
325
Mount Calvary Lutheran School
1941 Madison St
Waukesha
,
WI
53188
None
PC
Program Support
3,000
National Alopecia Areata Foundation
14 Mitchell Blvd
San Rafael
,
CA
94903
None
PC
Program Support
315
Nativity Jesuit Academy
1515 S 29th St
Milwaukee
,
WI
53215
None
PC
Program Support
400
Near West Side Partners Inc
624 N 24th St
Milwaukee
,
WI
53233
None
PC
Program Support
200,000
Neighborhood House of Milwaukee Inc
2819 W Richardson Place
Milwaukee
,
WI
53208
None
PC
Program Support
5,000
New Hope Ministries Inc
99 W Church St
Dillsburg
,
PA
17019
None
PC
Program Support
2,500
Next Door
2545 N 29th St
Milwaukee
,
WI
53210
None
PC
Program Support
25,000
North Texas Food Bank
3677 Mapleshade Ln
Plano
,
TX
75075
None
PC
Program Support
25,000
Pathfinders Milwaukee Inc
4200 N Holton St Ste 400
Milwaukee
,
WI
53212
None
PC
Program Support
15,000
Pathways of Honor
PO Box 312
Grain Valley
,
MO
64029
None
PC
Program Support
103
Pearls for Teen Girls Inc
1805 N Martin Luther King Dr
Milwaukee
,
WI
53212
None
PC
Program Support
15,000
Penfield Children's Center
833 N 26th St
Milwaukee
,
WI
53233
None
PC
Program Support
10,000
Pennsylvania Parks And Forests Foundation
1845 Market St Ste 202
Camp Hill
,
PA
17011
None
PC
Program Support
8,000
Pewaukee High School Booster Club
510 Lake St
Pewaukee
,
WI
53072
None
PC
Program Support
1,000
Playworks Education Energized
380 Washington St
Oakland
,
CA
94607
None
PC
Program Support
5,000
Prairie Hill Waldorf School
N14 W29143 Silvernail Rd
Pewaukee
,
WI
53072
None
PC
Program Support
900
Recovery Center of Medina County
538 W Liberty St
Medina
,
OH
44256
None
PC
Program Support
1,500
Regents of the University of Michigan
DEPT CH 10189
Palatine
,
IL
60055
None
PC
Program Support
250
Renaissance Theaterworks Inc
158 N Broadway
Milwaukee
,
WI
53202
None
PC
Program Support
5,000
Ripon College
300 Seward St PO Box 248
Ripon
,
WI
54971
None
PC
Program Support
4,000
River Revitalization Foundation Inc
2134 N Riverboat Rd
Milwaukee
,
WI
53212
None
PC
Program Support
15,000
Riverside University High School
1616 E Locust St
Milwaukee
,
WI
53211
None
GOV
Program Support
1,000
Safe & Sound
801 W Michigan St
Milwaukee
,
WI
53233
None
PC
Program Support
5,000
Saukville Community Food Pantry Inc
PO Box 80304
Saukville
,
WI
53080
None
PC
Program Support
1,500
Schlitz Audubon Nature Center
1111 E Brown Deer Rd
Milwaukee
,
WI
53217
None
PC
Program Support
10,000
Scholarship America Inc
One Scholarship Way
St Peter
,
MN
56082
None
PC
Program Support
72,370
Section Elementary School
W318 S8430 Hwy EE
Mukwonago
,
WI
53149
None
PC
Program Support
50
SecureFutures
710 N Plankinton Ave Ste 1400
Milwaukee
,
WI
53203
None
PC
Program Support
12,000
Servants Inc
100 Redco Ave Ste C-0
Red Lion
,
PA
17356
None
PC
Program Support
7,500
Seven Hills Baseball Federation
PO Box 3115
Independence
,
OH
44131
None
PC
Program Support
205
SHARP Literacy Inc
5775 N Glen Park Rd
Milwaukee
,
WI
53209
None
PC
Program Support
15,000
Sisters of St Francis
3224 S Lake Dr
Suite 202
St Francis
,
WI
53235
None
PC
Program Support
175
Sojourner Family Peace Center Inc
619 Walnut St
Milwaukee
,
WI
53212
None
PC
Program Support
20,000
St Ann Center for Intergenerational Care Inc
2801 E Morgan Ave
Milwaukee
,
WI
53207
None
PC
Program Support
5,000
St Boniface School
W204 N11940 Goldendale Rd
Germantown
,
WI
53022
None
PC
Program Support
1,000
St Louis University
221 N Grand Blvd
St Louis
,
MO
63103
None
PC
Program Support
100
St Mary's
844 N Broadway
Milwaukee
,
WI
53202
None
PC
Program Support
1,500
St Robert School
2200 E Capitol Dr
Shorewood
,
WI
53211
None
PC
Program Support
600
St Thomas More High School
2601 E Morgan Ave
Milwaukee
,
WI
53207
None
PC
Program Support
4,000
Strand-Capitol Performing Arts Center
50 N George St
York
,
PA
17401
None
PC
Program Support
2,500
Susan P Byrnes Health Education Center
515 S George St
York
,
PA
17401
None
PC
Program Support
10,000
The Beat Goes On
31655 Lancelot Dr
Brookfield
,
WI
53045
None
PC
Program Support
190
The Belmont Theater
27 S Belmont St
York
,
PA
17403
None
PC
Program Support
3,000
The Fdn for Delta Ed & Econ Dvlpmt
900 E Linwood Blvd
Kansas City
,
MO
64109
None
PC
Program Support
410
The Parenting Network
7516 W Burleigh St
Milwaukee
,
WI
53210
None
PC
Program Support
223
The Pennsylvania State University
One Old Main
University Park
,
PA
16802
None
GOV
Program Support
720
The Rescue Project
2400 DeCarlin Dr
Suite 318
Brookfield
,
WI
53045
None
PC
Program Support
1,000
The Salvation Army
50 E King St
York
,
PA
17401
None
PC
Program Support
5,000
The Salvation Army
11315 W Watertown Plank Rd PO Box
Wauwatosa
,
WI
53226
None
PC
Program Support
25,000
The University of Iowa Foundation
PO Box 4550
Iowa City
,
IA
52244
None
PC
Program Support
5,000
Three Rivers United Temporary Housing
PO Box 423
Tomahawk
,
WI
54487
None
PC
Program Support
12,500
Tosa Community Food Pantry
7474 Harwood Ave
Ste 1203
Wauwatosa
,
WI
53213
None
PC
Program Support
6,000
Tosa Curl Inc
7300 Chestnut St
Wauwatosa
,
WI
53213
None
PC
Program Support
260
Trustees of Columbia University in the City of NY
475 Riverside Dr Ste 964 MC 7724
New York
,
NY
10115
None
PC
Program Support
100
United Performing Arts Fund
301 W Wisconsin Ave Ste 600
Milwaukee
,
WI
53203
None
PC
Program Support
65,000
United Way of Greater Milwaukee & Waukesha County
225 W Vine St
Milwaukee
,
WI
53212
None
PC
Program Support
300,951
University of Wisconsin Madison Foundation
1848 University Ave
Madison
,
WI
53726
None
PC
Program Support
675
University of Wisconsin Parkside Benevolent Fdn
900 Wood Rd
Kenosha
,
WI
53144
None
PC
Program Support
750
University School of Milwaukee
2100 W Fairy Chasm Rd
Milwaukee
,
WI
53217
None
GOV
Program Support
5,000
University of Wisconsin-Whitewater Foundation Inc
800 W Main St
Whitewater
,
WI
53190
None
PC
Program Support
2,500
Urban Ecology Center
1500 E Park Pl
Milwaukee
,
WI
53211
None
PC
Program Support
30,000
Valparaiso University
1100 Campus Dr S
Valparaiso
,
IN
46383
None
PC
Program Support
50
Variety The Children's Charity
11279 Perry Hwy Ste 512
Wexford
,
PA
15090
None
PC
Program Support
25,000
Visiting Nurse Association of Wisconsin Inc
11333 W National Ave
Milwaukee
,
WI
53227
None
PC
Program Support
350
Walnut Way Conservation Corp Charitable Org
2240 N 17th St
Milwaukee
,
WI
53205
None
PC
Program Support
15,000
Wastecup Resource Solutions
2731 W Michigan St
Milwaukee
,
WI
53233
None
PC
Program Support
105
West Virginia Wesleyan College
59 College Ave
Buckhannon
,
WV
26201
None
PC
Program Support
75
Wisconsin Broads for a Cause
PO Box 1806
Brookfield
,
WI
53045
None
PC
Program Support
145
Wisconsin Humane Society
4500 W Wisconsin Ave
Milwaukee
,
WI
53208
None
PC
Program Support
213
YMCA
161 W Wisconsin Ave Ste 4000
Milwaukee
,
WI
53203
None
PC
Program Support
31,500
YMCA of Metropolitan Chicago
1030 W Van Buren St
Chicago
,
IL
60607
None
PC
Program Support
5,000
YMCA of York & York County
90 N Newberry St
York
,
PA
17401
None
PC
Program Support
7,500
York County Food Bank
254 W Princess St
York
,
PA
17401
None
PC
Program Support
2,745
York County Literacy Council
800 E King St
York
,
PA
17403
None
PC
Program Support
12,500
M
33 S Seward St
York
,
PA
17404
None
PC
Program Support
15,000
YWCA of York
320 E Market St
York
,
PA
17403
None
PC
Program Support
5,000
Zoological Society of Milwaukee
10005 W Bluemound Rd
Milwaukee
,
WI
53226
None
PC
Program Support
10,350
Total
.................................
3a
3,058,737
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
...........
14
224,175
4
Dividends and interest from securities
....
14
400,097
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
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
886,434
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FUND SECURITIES LITIGATION
01
2,606
b
OTHER INCOME
14
1,019
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,514,331
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,514,331
(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