Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Brookby Foundation
 
% NICOLE LIGHTWINE
Number and street (or P.O. box number if mail is not delivered to street address)1313 N Franklin Place Unit 2002
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Milwaukee, WI53202
A Employer identification number

38-3202330
B Telephone number (see instructions)

(262) 478-0629
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$52,189,222J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 989,937 989,937  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -186,739
b Gross sales price for all assets on line 6a 2,629,719
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,137 8  
12 Total. Add lines 1 through 11........ 806,335 989,945  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000     15,000
14 Other employee salaries and wages...... 62,658     62,658
15 Pension plans, employee benefits....... 16,800     16,800
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,695 4,347 0 4,348
c Other professional fees (attach schedule).... Click to see attachment 68,945 68,945    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,184 20,184    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,480     1,480
22 Printing and publications.......... 2,000     2,000
23 Other expenses (attach schedule)....... Click to see attachment 38,299     38,079
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 234,061 93,476 0 140,365
25 Contributions, gifts, grants paid....... 2,289,030 2,289,030
26 Total expenses and disbursements. Add lines 24 and 25 2,523,091 93,476 0 2,429,395
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,716,756
b Net investment income (if negative, enter -0-) 896,469
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,229 38,999 38,999
2 Savings and temporary cash investments......... 781,794 1,888,560 1,888,560
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 24,930,329 Click to see attachment22,104,459 35,720,666
c Investments—corporate bonds (attach schedule)....... 10,525,345 Click to see attachment10,529,023 11,298,192
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,297,832 Click to see attachment3,281,279 3,242,805
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,537,529 37,842,320 52,189,222
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 39,537,529 37,842,320
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 39,537,529 37,842,320
30 Total liabilities and net assets/fund balances (see instructions). 39,537,529 37,842,320
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
39,537,529
2
Enter amount from Part I, line 27a .....................
2
-1,716,756
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
21,547
4
Add lines 1, 2, and 3 ..........................
4
37,842,320
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,842,320
Form 990-PF (2020)
Form 990-PF (2020)
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 BLODGETT GREENEY LIMITED PARTNERSHIP      
b BLODGETT GREENEY LIMITED PARTNERSHIP      
c NORTHERN TRUST #0483 LT      
d CAPITAL GAIN DIVIDENDS P    
e CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 0   574 -574
b 34,445   0 34,445
c 2,629,720   2,851,903 -222,183
d       1,574
e       1,574
      1,574
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       -574
b       34,445
c       -222,183
d        
e        
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -186,738
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 12,461
c All other domestic foundations enter 1.39% 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 12,461
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 12,461
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,443
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,443
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 25
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 957
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet957 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletMI
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletHTTPS://BROOKBYFOUNDATION.ORG/
    14
    The books are in care ofbulletNICOLE LIGHTWINE Telephone no.bullet (262) 478-0629

    Located atbullet1313 N FRANKLIN PLACE 2002MILWAUKEEWI ZIP+4bullet53202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WENDY GREENEY PRESIDENT/SECRETARY
    1.0     		0 0 0
    1313 N Franklin Place
    Unit 2002
    MILWAUKEE,WI53202
    PAUL GREENEY VICE PRESIDENT/TREASURER
    30.0     		0 0 0
    1313 N Franklin Place
    Unit 2002
    MILWAUKEE,WI53202
    DANIEL GREENEY BOARD TRUSTEE
    20.0     		15,000 0 0
    1313 N Franklin Place
    Unit 2002
    MILWAUKEE,WI53202
    JONATHAN GREENEY BOARD TRUSTEE
    1.0     		0 0 0
    1313 N Franklin Place
    Unit 2002
    MILWAUKEE,WI53202
    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     		56,588 16,800  
    1313 N FRANKLIN PLACE
    MILWAUKEE,WI53202
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    49,942,285
    b
    Average of monthly cash balances.......................
    1b
    761,944
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,136,426
    d
    Total (add lines 1a, b, and c).........................
    1d
    51,840,655
    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
    51,840,655
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    777,610
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    51,063,045
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,553,152
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,553,152
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,461
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,461
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,540,691
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,540,691
    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
    2,540,691
    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
    2,429,395
    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
    2,429,395
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,429,395
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,540,691
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 371,552
    c From 2017...... 148,826
    d From 2018...... 636,228
    e From 2019...... 608,807
    fTotal of lines 3a through e........ 1,765,413
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,429,395
    a Applied to 2019, 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 2020 distributable amount..... 2,429,395
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 111,296 111,296
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,654,117
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,654,117
    10 Analysis of line 9:
    a Excess from 2016.... 260,256
    b Excess from 2017.... 148,826
    c Excess from 2018.... 636,228
    d Excess from 2019.... 608,807
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE BROOKBY FOUNDATION
    1313 N Franklin Place 2002
    MILWAUKEE,WI53202
    (262) 478-0629
    bThe form in which applications should be submitted and information and materials they should include:
    (SEE STATEMENT)
    cAny submission deadlines:
    SPRING (BEFORE 2/15); SUMMER (BEFORE 5/15); WINTER (BEFORE 10/15)
    dAny 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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    45TH PARALLEL
    PO BOX 12273
    PORTLAND,OR97212     		  PC 45th Parallel Universe 12,000
    ACLU OF WISCONSIN FOUNDATION
    207 E BUFFALO STREET
    SUITE 325
    MILWAUKEE,WI53202     		  PC General Support 25,000
    ALL CLASSICAL PORTLAND
    211 SE CARUTHERS STREET
    SUITE 200
    PORTLAND,OR97214     		  PC International Children's Arts Network (ICAN) 7,500
    ALLIANCE FOR THE GREAT LAKES
    150 N MICHIGAN AVENUE
    SUITE 700
    CHICAGO,IL60601     		  PC General Support 50,000
    CIRCLE OF BLUE
    800 W ELEVENTH STREET
    SUITE 6
    TRAVERSE CITY,MI49684     		  PC General Support 12,500
    CLEAN WISCONSIN
    634 WEST MAIN STREET SUITE 300
    MADISON,WI53703     		  PC Research and analysis support 30,000
    COUNCIL OF MICHIGAN FOUNDATIONS
    ONE SOUTH HARBOR SUITE 3
    GRAND HAVEN,MI49417     		  PC Great Lakes Funder Collaboration 3,000
    DA BLODGETT - STJOHN'S
    805 LEAONARD STREET NE
    GRAND RAPIDS,MI49503     		  PC Together for Kids Campaign 83,334
    DAIRY GRAZING APPRENTICESHIP
    7234 GAD ROAD
    MEDFORD,WI54451     		  PC Workforce for the new green economy 160,000
    DETROIT EDUCATIONAL TELEVISION FOUNDATION
    1 CLOVER COURT
    WIXOM,MI48393     		  PC Great Lakes Now 15,000
    ENVIRONMENTAL LAW & POLICY CENTER
    35 EAST WACKER DRIVE SUITE 1600
    CHICAGO,IL60601     		  PC ELPC's Michigan-Based Environmental Advocacy 50,000
    GATHERING WATERS
    211 S PATERSON ST
    MADISON,WI53703     		  PC General Operations and Enhanced Communications Capacity 30,000
    GRAND RAPIDS ART MUSEUM
    101 MONROE CENTER ST NW
    SUITE 270
    GRAND RAPIDS,MI49503     		  PC Sunday Classical Concert Series 20,000
    GRAND RAPIDS SYMPHONY
    300 OTTAWA NW SUITE 100
    GRAND RAPIDS,MI49503     		  PC Blue Lake Concert; Matching Challenge; & Mayflower Performance 142,380
    GRAND TRAVERSE REGIONAL LAND CONSERVANCY
    3860 N LONG LAKE RD
    SUITE D
    TRAVERSE CITY,MI49684     		  PC Water Quality, Farmland Protection, Upper Manistee 112,500
    GRANDVILLE AVENUE ARTS AND HUMANITIES
    644 GRANDVILLE AVE SW
    SUITE D
    GRAND RAPIDS,MI49503     		  PC Musical Component of After-School Arts Programing 4,500
    HARBOR DISTRICT INC
    600 E GREENFIELD AVE
    MILWAUKEE,WI53204     		  PC Harbor District Environmental Program 15,000
    HOSPICE OF MICHIGAN
    989 SPAULDING SE
    ADA,MI49301     		  PC General Support 10,000
    HUNGER TASK FORCE INC
    201 S HAWLEY COURT
    MILWAUKEE,WI53214     		  PC Emergency Food Program, Summer Meals, Environmental Education & Trade Mitigation Program, Wisconsin Dairy Recovery Program 32,500
    INTERLOCHEN CENTER FOR THE ARTS
    PO BOX 199
    INTERLOCHEN,MI49643     		  PC West Michigan Student Scholarships, Interlochen Public Radio (IPR): Science and Conservation Journalism 45,000
    LEELANAU CONSERVANCY
    PO BOX 1007
    LEELAND,MI49654     		  PC Palmer Woods 1000-Acre Project, Water Quality & Farmland Protection 100,000
    MEQUON NATURE PRESERVE INC
    8200 W COUNTY LINE ROAD
    MEQUON,WI53097     		  PC General Support for Mequon Nature Preserve 20,000
    METROARTS INC
    7327 SW BARNES RD 625
    PORTLAND,OR972256119     		  PC 26th Young Artists Debut! Competition & Concerto Concert 5,000
    METROPOLITAN YOUTH SYMPHONY
    4800 SW MACADAM AVE SUITE 105
    PORTLAND,OR97239     		  PC Music Access and Equity Program 10,000
    MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION
    3029 MILLER ROAD
    ANN ARBOR,MI48103     		  PC General Support 50,000
    MILWAUKEE RIVERKEEPER
    600 E GREENFIELD AVE
    MILWAUKEE,WI53204     		  PC GENERAL SUPPORT 40,000
    MILWAUKEE WATER COMMONS
    2027 W FOND DU LAC AVE
    MILWAUKEE,WI53205     		  PC 2020 Water School 10,000
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PARKWAY
    SARASOTA,FL34236     		  PC General Support 50,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW
    WASHINGTON,DC20001     		  PC Membership outreach to support Great Lakes restoration 15,000
    NATURAL RESOURCES FOUNDATION OF WISCONSIN
    PO BOX 2317
    SUITE 700
    MADISON,WI53701     		  PC Restoration at Observatory Hill and Cranberry Creek Mound 10,000
    NEIGHBORHOOD HOUSE OF MILWAUKEE
    2819 W RICHARDSON PLACE
    MILWAUKEE,WI53208     		  PC Lead & Learn Conservation Corps 5,000
    OREGON SYMPHONY
    921 SW WASHINGTON ST STE 200
    PORTLAND,OR97205     		  PC Percussion Position Enhancements, Musical Director Search 251,781
    OZAUKEE COUNTY PLANNING AND PARKS DEPARTMENT
    121 W MAIN ST
    STE 200
    PORT WASHINGTON,WI53074     		  PC Ecological and Public Access Improvements Ozaukee County Parks 30,000
    PEABODY INSTITUTE OF THE JOHNS HOPKINS UNIVERSITY
    1 EAST MOUNT VERNON PLACE
    PO BOX 994
    BALTIMORE,MD21202     		  PC Percussion Scholarship & Program 50,000
    PLANNED PARENTHOOD OF MICHIGAN
    950 VICTORS WAY SUITE 100
    ANN ARBOR,MI48108     		  PC General Support 15,000
    PORTAND JAPANESE GARDEN
    611 SW KINGSTON AVE
    PORTLAND,OR97205     		  PC Cultural Crossing 25,000
    PORTLAND PIANO INTERNTIONAL
    PO BOX 6469
    PORTLAND,OR97228     		  PC Piano Concerto Competition and "Rising Stars" 10,000
    RIVEREDGE NATURE CENTER
    4458 COUNTY HWY Y
    SAUKVILLE,WI53080     		  PC Scientist in Residence (SIR) 40,000
    SIXTEENTH STREET COMMUNITY HEALTH CENTERS
    1337 S CESAR CHAVEZ DRIVE
    MILWAUKEE,WI53204     		  PC The Scientist and Artist in You: After-School and Summer Camp 20,000
    SO PERCUSSION
    20 GRAND AVE
    205
    BROOKLYN,NY11205     		  PC So Percussion New Work Development Program 2020, General Support 40,000
    SOUTHEASTERN WISCONSIN WATERSHEDS TRUST INC
    600 E GREENFIELD AVE
    205
    MILWAUKEE,WI53204     		  PC General Support 4,000
    URBAN ECOLOGY CENTER
    1500 E PARK PL
    MILWAUKEE,WI53211     		  PC General Support 90,000
    UWM FOUNDATION INC
    600 EAST GREENFIELD AVENUE
    MILWAUKEE,WI53204     		  PC Water Literacy 20,000
    WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL
    1007 LAKE DRIVE SE
    GRAND RAPIDS,MI49506     		  PC Students in the Stream-Integrating STEM 7,500
    WISCONSIN CONSERVATION VOICES
    133 S BUTLER ST STE 320
    MADISON,WI50703     		  PC General Support 50,000
    WISCONSIN DEMOCRACY CAMPAIGN
    203 S PATERSON ST
    MADISON,WI53703     		  PC Promote Democracy in Wisconsin 5,000
    WISCONSIN PROGRESS INSTITUTE
    PO BOX 1292
    MILWAUKEE,WI53201     		  PC General Support 15,000
    WISCONSIN VOICES
    633 S HAWLEY RD
    MILWAUKEE,WI53214     		  PC General Support 50,000
    WISCONSIN WETLANDS ASSOCIATION
    214 N HAMILTON ST
    SUITE 112
    MADISON,WI53703     		  PC Promoting Hydrologic Restoration 5,000
    WUWM-MILWAUKEE'S NPR
    111 E WISCONSIN AVE STE 700
    201
    MILWAUKEE,WI53202     		  PC WUWM Environmental Reporting Initiative 15,000
    YWCA WEST CENTRAL MICHIGAN
    25 SHELDON AVE SE
    GRAND RAPIDS,MI49503     		  PC General Support 20,000
    ABLE
    803 W WELLS STREET
    MILWAUKEE,WI532331436     		  PC General Support 100
    ACCION
    10 FAWCETT STREET SUITE 204
    CAMBRIDGE,MA02138     		  PC General Support 100
    AMERICAN FRIENDS SERVICE
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PC General Support 200
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		  PC General Support 100
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		  PC General Support 500
    ARBOR DAY FOUNDATION
    211 N 12TH STREET
    LINCOLN,NE68508     		  PC General Support 200
    ASPCA
    424 E 92ND ST
    NEW YORK,NY101286804     		  PC General Support 100
    ASSOCIATED SCIENTISTS AT WOODS HOLE
    BOX 721 3 WATER STREET
    WOODS HOLE,MA02543     		  PC General Support 500
    BELOIT COLLEGE
    700 COLLEGE ST BOX 45
    BELOIT,WI53511     		  PC General Support 500
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT847415000     		  PC General Support 100
    BIRCH CREEK MUSIC PERFOMANCE CENTER
    3821 COUNTY RD E
    EGG HARBOR,WI54209     		  PC General Support 200
    BRIGHT FOCUS FOUNDATION
    22512 GATEWAY CENTER DRIVE
    CLARKSBURG,MD20871     		  PC General Support 100
    CENTER FOR SCIENCE IN THE PUBLIC INTEREST
    1220 L ST NW SUITE 300
    WASHINGTON,DC20005     		  PC General Support 50
    CLIMATE CHANGE COALITION OF DOOR COUNTY
    PO BOX 812
    STURGEON BAY,WI54235     		  PC General Support 475
    COLLEGE POSSIBLE
    755 PRIOR AVENUE NORTH SUITE 210
    ATTN BUSINESS OFFICE 220
    SAINT PAUL,MN55104     		  PC General Support 200
    COMMUNITY FOUNDATION GENERATIONS AHEAD FUND
    223 LAKE AVE STE B
    TRAVERSE CITY,MI49684     		  PC General Support 200
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006     		  PC General Support 500
    ELEPHANT SANCTUARY
    PO BOX 393
    HOHENWALD,TN38462     		  PC General Support 200
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		  PC General Support 300
    ESPERANCA
    1911 WEST EARLL DRIVE
    PHOENIX,AZ85015     		  PC General Support 500
    FINCA INTERNATIONAL
    1201 15TH STREET NW 8TH FLOOR
    WASHINGTON,DC20005     		  PC General Support 100
    FLORIDA KEYS LAND & SEA TRUST
    5550 OVERSEAS HIGHWAYS
    MARATHON,FL33050     		  PC General Support 700
    FRESHWATER FUTURE
    PO BOX 2479
    PETOSKEY,MI49770     		  PC General Support 300
    FRIENDS OF SAGUARO NATIONAL PARK
    2700 NORTH KINNEY ROAD
    TUCSON,AZ85743     		  PC General Support 500
    FRIENDS OF THE BLACK RIVER FOREST
    PO BOX 804
    SHEBOYGAN,WI53082     		  PC General Support 500
    FRIENDS OF THE KAL-HAVEN TRAIL
    PO BOX 191
    BLOOMINGDALE,MI49026     		  PC General Support 200
    GENTLE GIANTS DRAFT HORSE RESCUE
    17250 OLD FREDERICK ROAD
    MOUNT AIRY,MD21771     		  PC General Support 100
    GLAUCOMA RESEARCH FOUNDATION
    251 POST STREET SUITE 600
    SAN FRANCISCO,CA94108     		  PC General Support 100
    HABITAT FOR HUMANITY
    285 PEACHTREE CENTER AVE NW SUITE 2
    ATLANTA,GA30303     		  PC General Support 200
    HOMES FOR OUR TROOPS
    6 MAIN ST
    TAUNTON,MA02780     		  PC General Support 200
    HORIZON HOME CARE HOSPICE
    11400 W LAKE PARK DR
    MILWAUKEE,WI53224     		  PC General Support 500
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE 34TH FLOOR
    NEW YORK,NY101183299     		  PC General Support 300
    HUMANE SOCIETY INTERNATIONAL
    1255 23RD STREET NW SUITE 450
    WASHINGTON,DC20037     		  PC General Support 200
    INNOCENCE PROJECT INC
    40 WORTH STREET SUITE 450
    NEW YORK,NY10013     		  PC General Support 500
    INTERNATIONAL CRANE FOUNDATION
    PO BOX 447
    BARABOO,WI53913     		  PC General Support 200
    INTERNATIONAL MEDICAL CORPS
    12400 WILSHIRE BLVD SUITE 1500
    LOS ANGELES,CA90025     		  PC General Support 500
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LANE 9TH FLOOR
    NEW YORK,NY100384730     		  PC General Support 500
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY101681289     		  PC General Support 500
    LEAGUE OF WOMEN VOTERS EDUCATION FUND
    PO BOX 11036
    LEWISTON,ME04243     		  PC General Support 500
    LUNG CANCER RESEARCH FOUNDATION
    1 POINT PLACE SUITE 202
    MADISON,WI53719     		  PC General Support 300
    LUPUS FOUNDATION NEW ENGLAND
    40 SPEEN STREET SUITE 101
    FRAMINGHAM,MA017011898     		  PC General Support 100
    MILWAUKEE CHAMBER THEATRE
    158 M BROADWAY 5TH FLOOR
    MILWAUKEE,WI53202     		  PC General Support 300
    MILWAUKEE RESCUE MISSION
    830 N 19TH ST
    MILWAUKEE,WI53233     		  PC General Support 1,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET 11TH FLOOR
    NEW YORK,NY10011     		  PC General Support 200
    NEU LIFE COMMUNITY DEVELOPMENT
    2014 W NORTH AVE
    MILWAUKEE,WI53205     		  PC General Support 200
    NPH USA
    134 NORTH LA SALLE STREET SUITE 50
    CHICAGO,IL606021036     		  PC General Support 400
    OCEAN CONSERVANCY
    1300 19TH STREET NW 8TH FLOOR
    WASHINGTON,DC20036     		  PC General Support 200
    ORBIS INTERNATIONAL
    520 8TH AVENUE 12TH FLOOR
    NEW YORK,NY10018     		  PC General Support 400
    OXFAM AMERICA
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA021142206     		  PC General Support 500
    PARALLEL 45
    PO BOX 1829
    TRAVERSE CITY,MI496851829     		  PC General Support 200
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM STREET 10TH FLOOR
    NEW YORK,NY10038     		  PC General Support 1,000
    PLANNED PARENTHOOD OF WISCONSIN INC
    302 N JACKSON STREET
    MILWAUKEE,WI53202     		  PC General Support 1,000
    PROJECT HOPE
    255 CARTER HALL LANE
    MILWOOD,VA22646     		  PC General Support 500
    PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBIITIES
    962 WAYNE AVE SUITE 610
    SILVER SPRING,MD209104453     		  PC General Support 500
    SAVE THE CHILDREN
    501 KINGS HWY E - SUITE 400
    FAIRFIELD,CT06825     		  PC General Support 500
    SESAME WORKSHOP
    PO BOX 21609
    NEW YORK,NY10087     		  PC General Support 100
    SMILE TRAIN
    PO BOX 96231
    WASHINGTON,DC200906231     		  PC General Support 200
    SOJOURNER FAMILY PEACE CENTER
    619 W WALNUT ST
    MILWAUKEE,WI53212     		  PC General Support 500
    ST JUDE CHILDREN'S HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		  PC General Support 100
    TECHNOSERVE
    1120 19TH STREET NW 8TH FLOOR
    WASHINGTON,DC20036     		  PC General Support 200
    THE CARTER CENTER
    453 FREEDOM PARKWAY
    ATLANTA,GA30307     		  PC General Support 300
    THE CENTER FOR MICHIGAN - BRIDGE MAGAZINE
    4100 N DIXBORO RD
    ANN ARBOR,MI48105     		  PC General Support 500
    THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S
    GRAND CENTRAL STATION PO BOX 4777
    NEW YORK,NY101634777     		  PC General Support 300
    THE NATURE CONSERVANCY WI
    633 WEST MAIN STREET
    MADISON,WI53703     		  PC General Support 500
    UN FOUNDATION (NOTHING BUT NETS)
    PO BOX 96539
    WASHINGTON,DC200906539     		  PC General Support 200
    UNITED PERFORMING ARTS FUND
    301 W WISCONSIN AVE 600
    MILWAUKEE,WI53203     		  PC General Support 300
    USA FOR UNHCR
    1775 K STREET NW SUITE 580
    WASHINGTON,DC20006     		  PC General Support 1,500
    WISCONSIN HUMANCE SOCIETY
    4500 WEST WISCONSIN AVENUE
    MILWAUKEE,WI53208     		  PC General Support 500
    WORLD WITHOUT HATE
    PO BOX 601461
    DALLAS,TX75360     		  PC General Support 500
    BLUEPRINT NORTH CAROLINA
    3125 POPLARWOOD COURT
    SUITE 300
    RALEIGH,NC27604     		  PC General Support 30,000
    CHAMBER MUSIC NORTHWEST
    2300 SW 1ST AVE
    SUITE 103
    PORTLAND,OR97201     		  PC Chamber Music Northwest 50th Anniversary Season 10,000
    COLORADO CIVIC ENGAGEMENT ROUNDTABLE
    PO BOX 1620
    DENVER,CO80201     		  PC General Support 10,000
    EARLY LEARNING NEIGHBORHOOD COLLABORATIVE
    PO BOX 2956
    GRAND RAPIDS,MI49501     		  PC Personal Protection Equipment 5,000
    FRIENDS OF LAKESHORE STATE PARK
    500 N HARBOR DRIVE
    MILWAUKEE,WI53202     		  PC General Support 200
    GEORGIA ALLIANCE EDUCATION FUNDS INC
    PO BOX 170495
    ATLANTA,GA30317     		  PC General Support 10,000
    GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
    223 LAKE AVE
    SUITE B
    TRAVERSE CITY,MI49684     		  PC Urgent Needs Fund 10,000
    INLAND SEAS EDUCATION ASSOCIATION
    100 DAME ST
    218
    SUTTONS BAY,MI49682     		  PC Grand Traverse Stewardship Initiative 27,000
    ISSUE ONE
    1401 K STREET NW
    SUITE 350
    WASHINGTON,DC20005     		  PC General Support 500
    LEAGUE OF WOMEN VOTERS OF WISCONSIN
    PO BOX 465
    SHEBOYGAN,WI53082     		  PC General Support 5,000
    MICHIGAN CIVIC EDUCATION FUND
    28342 DARTMOUTH ST
    MADISON HEIGHTS,MI48071     		  PC General Support 20,000
    NATIONAL AUDUBON SOCIETY
    225 VARICK ST
    NEW YORK,NY10014     		  PC General Support 200
    NORTHWESTERN MICHIGAN COMMUNITY ACTION AGENCY
    3963 THREE MILE RD
    TRAVERSE CITY,MI49686     		  PC COVID-Northwest Food Coalition 5,000
    ONE ARIZONA
    345 E PALM LN
    PHOENIX,AZ85004     		  PC General Support 31,000
    OREGON FOOD BANK
    7900 NE 33RD DRIVE
    PORTLAND,OR97211     		  PC Food Access in Oregon 5,000
    Ottawa County Planning and Performance Improvement
    12220 FILLMORE STREET
    WEST OLIVE,MI49460     		  PC General Support 1,000
    PENNSYLVANIA VOICE
    123 SOUTH BROAD ST
    SUITE 630
    PHILADELPHIA,PA19109     		  PC General Support 15,000
    PHOENIX SOCIETY FOR BURN SURVIVORS
    525 OTTAWA AVENUE NORTHWEST
    GRAND RAPIDS,MI49503     		  PC General Support 6,000
    PROGEORGIA STATE TABLE INC
    151 ELLIS ST NE
    ATLANTA,GA30303     		  PC General Support 26,000
    SOUTHSIDE ORGANIZING CENTER
    1300 S LAYTON BLVD 2
    MILWAUKEE,WI53215     		  PC General Support 5,000
    STATE VOICES
    1616 P STREET NW
    SUITE 220
    WASHINGTON,DC20036     		  PC General Support 48,000
    TROUT UNLIMITED
    1777 N KENT STREET
    SUITE 100
    ARLINGTON,VA22209     		  PC Regional Service Provider in Real-time Water Quality Monitoring 35,410
    Venture North Funding & Development
    202 E GRANDVIEW PKWY
    TRAVERSE CITY,MI49684     		  PC Regional Resiliency Fund 10,000
    VIRUNGA FUND INC
    378 CLINTON ST
    BROOKLYN,NY11231     		  PC General Support 500
    VOCES DE LA FRONTERA
    1027 S 5TH STREET
    MILWAUKEE,WI53204     		  PC General Support 5,000
    World Central Kitchen Inc
    1342 Florida Avenue NW
    WASHINGTON,DC20009     		  PC Food Access in Los Angeles 5,000
    Total .................................bullet 3a 2,289,030
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 989,937  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 3,137  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -186,739  
    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)..   806,335  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    806,335
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,695 4,347   4,348

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 10,529,023 11,298,192

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SECURITIES 22,104,459 35,720,666

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COMMODITIES AT COST 2,129,169 2,106,379
    BGLP PARTNERSHIP INTEREST AT COST 272,894 272,894
    REAL ESTATE FUNDS   879,216 863,532

    TY 2020 OtherExpensesSchedule
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LIMITED PARTNERSHIP EXPENSES 220      
    MEMBERSHIPS 6,300     6,300
    OFFICE EXPENSES 704     704
    PAYROLL PROCESSING FEES 2,717     2,717
    UTILITIES 1,695     1,695
    MISCELLANEOUS 26,663     26,663


    TY 2020 OtherIncomeSchedule2
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TAX EXEMPT K-1 INCOME 3,129 0  
    ORDINARY K-1 INCOME 8 8  


    TY 2020 OtherIncreasesSchedule
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Description Amount
    PRIOR PERIOD ADJUSTMENT 21,547


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 68,945 68,945    


    TY 2020 TaxesSchedule
    Name:
    The Brookby Foundation
    EIN:
    38-3202330
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 20,184 20,184