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
SUSAN & LEANDER JENNINGS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)230 E MACARTHUR ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53217
A Employer identification number

39-1868601
B Telephone number (see instructions)

(414) 352-1791
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$590,544J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 17 17  
4 Dividends and interest from securities... 19,024 19,024  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 40,392
b Gross sales price for all assets on line 6a 171,072
7 Capital gain net income (from Part IV, line 2)... 40,392
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).......      
12 Total. Add lines 1 through 11........ 59,433 59,433  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 7,183      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 843      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,036 0   0
25 Contributions, gifts, grants paid....... 126,650 126,650
26 Total expenses and disbursements. Add lines 24 and 25 134,686 0   126,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -75,253
b Net investment income (if negative, enter -0-) 59,433
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............. 34,311 36,547 36,547
2 Savings and temporary cash investments.........      
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)....... 514,943 Click to see attachment441,631 553,997
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 549,254 478,178 590,544
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 549,254 478,178
29 Total net assets or fund balances (see instructions)..... 549,254 478,178
30 Total liabilities and net assets/fund balances (see instructions). 549,254 478,178
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
549,254
2
Enter amount from Part I, line 27a .....................
2
-75,253
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,177
4
Add lines 1, 2, and 3 ..........................
4
478,178
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
478,178
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 BROADRIDGE P 2015-01-04 2020-06-26
b COLGATE PALMOLIVE P 2015-12-24 2020-10-23
c NXP SEMICONDUCTORS P 2018-08-27 2020-02-25
d PEPSICO P 2015-12-24 2020-06-29
e DIGITAL REALTY TRUST P 2016-01-20 2020-03-04
PAYCHEX P 2016-01-20 2020-10-23
PROGRESSIVE CORP P 2016-09-26 2020-06-29
DIGITAL REALTY TRUST P 2016-01-20 2020-06-29
PROGRESSIVE CORP P 2016-09-26 2020-10-23
ENTERGY CORP P 2019-03-07 2020-02-14
PROGRESSIVE CORP P 2016-09-26 2020-10-29
FASTENAL P 2016-08-15 2020-06-29
SNAP ON P 2020-02-18 2020-10-23
FASTENAL P 2016-08-15 2020-10-29
SOUTHERN COMPANY P 2015-12-24 2020-02-14
GILEAD SCIENCES P 2018-02-22 2020-03-04
3M COMPANY P 2015-12-24 2020-06-29
GRACO P 2016-08-15 2020-10-23
TIFFANY P 2019-07-11 2020-02-14
KINDER MORGAN P 2015-12-24 2020-06-29
VIATRIS P 2015-12-24 2020-11-20
LINDE P 2015-12-24 2020-06-29
WEYERHAEUSER P 2016-01-12 2020-03-04
LOCKHEED MARTIN P 2019-03-01 2020-03-04
DOW INC P 2019-04-08 2020-10-23
MICROSOFT P 2016-01-13 2020-01-01
CARNIOVAL CORP P 2020-02-28 2020-03-12
NESTLE P 2018-09-27 2020-01-01
CHEVRON P 2015-12-24 2020-06-29
NXP SEMICONDUCTORS P 2018-08-27 2020-02-14
COLGATE PALMOLIVE P 2015-12-24 2020-03-04
NXP SEMICONDUCTORS P 2019-07-11 2020-02-25
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,758   1,574 2,184
b 3,579   3,012 567
c 15,613   11,895 3,718
d 4,195   3,221 974
e 3,842   2,050 1,792
4,063   2,212 1,851
3,146   1,246 1,900
3,949   1,979 1,970
1,893   623 1,270
4,693   3,131 1,562
2,561   873 1,688
6,243   3,152 3,091
6,921   6,454 467
1,743   876 867
3,787   2,589 1,198
4,835   5,096 -261
3,414   3,330 84
6,937   2,405 4,532
20,185   13,624 6,561
3,796   3,930 -134
3   3  
5,479   4,250 1,229
3,187   3,136 51
3,148   2,478 670
4,912   4,910 2
12,909   3,635 9,274
9,209   20,139 -10,930
6,210   4,665 1,545
3,879   4,083 -204
3,923   2,674 1,249
2,766   2,477 289
6,294   4,958 1,336
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       2,184
b       567
c       3,718
d       974
e       1,792
      1,851
      1,900
      1,970
      1,270
      1,562
      1,688
      3,091
      467
      867
      1,198
      -261
      84
      4,532
      6,561
      -134
       
      1,229
      51
      670
      2
      9,274
      -10,930
      1,545
      -204
      1,249
      289
      1,336
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 40,392
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 -1,004
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................................ 1 826
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........................... 3 826
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- ..... 5 826
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 17
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 843
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   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)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletLEANDER JENNINGS Telephone no.bullet (414) 352-1791

    Located atbullet250 INDIAN HARBOR ROADVERO BEACHFL ZIP+4bullet32903
    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
     
     
    ........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
     
     
    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
    LEANDER JENNINGS PRESIDENT &
    0.00     		0 0 0
    250 INDIAN HARBOR ROAD
    VERO BEACH,FL32903
    SUSAN JENNINGS VICE PRESIDE
    0.00     		0 0 0
    250 INDIAN HARBOR ROAD
    VERO BEACH,FL32903
    PATRICIA ULLRICH SECRETARY
    000.00     		0 0 0
    3048 N MARIETTA AVE
    MILWAUKEE,WI53211
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    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
    587,052
    b
    Average of monthly cash balances.......................
    1b
    45,125
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    632,177
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    632,177
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,483
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    622,694
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    31,135
    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
    31,135
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    826
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    826
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    30,309
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    30,309
    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
    30,309
    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
    126,650
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    126,650
    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
    126,650
    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 30,309
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 187,069
    b From 2016...... 57,529
    c From 2017...... 47,970
    d From 2018...... 52,585
    e From 2019...... 61,200
    fTotal of lines 3a through e........ 406,353
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 126,650
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 30,309
    e Remaining amount distributed out of corpus 96,341
    5 Excess distributions carryover applied to 2020.    
    (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 5 502,694
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) ...     		187,069
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		315,625
    10 Analysis of line 9:
    a Excess from 2016.... 57,529
    b Excess from 2017.... 47,970
    c Excess from 2018.... 52,585
    d Excess from 2019.... 61,200
    e Excess from 2020.... 96,341
    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:
    SUSAN JENNINGS
    230 E MACARTHUR ROAD
    MILWAUKEE,WI53217
    (414) 352-1791
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATION IN LETTER FORM INCLUDING PURPOSE, OFFICERS, DIRECTORS
    cAny submission deadlines:
    NO DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE
    CHICAGO,IL60601     		  PC OPERATING 300
    AMERICAN CANCER SOCIETY
    379 CENTER POINT CIRCLE S
    ALTAMONTE SPRINGS,FL32702     		  PC OPERATING 200
    AMERICAN CANCER SOCIETY
    380 CENTER POINT CIRCLE S
    ALTAMONTE SPRINGS,FL32703     		  PC OPERATING 200
    AMERICAN CANCER SOCIETY
    381 CENTER POINT CIRCLE S
    ALTAMONTE SPRINGS,FL32704     		  PC OPERATING 200
    AMERICAN RED CROSS
    431 18TH STREET
    WASHINGTON,DC20006     		  PC OPERATING 500
    AMERICAN RED CROSS
    432 18TH STREET
    WASHINGTON,DC20007     		  PC OPERATING 100
    AMERICAN RED CROSS
    433 18TH STREET
    WASHINGTON,DC20008     		  PC OPERATING 500
    ARTHRITIS FOUNDATION
    1355 PEACHTREE ST NE SUIT
    ATLANTA,GA30309     		  PC OPERATING 200
    ASSENSION WISCONSIN SE FOUNDATION
    2320 NORTH LAKE DRIVE
    MILWAUKEE,WI53211     		  PC OPERATING 1,000
    BOYS AND GIRLS CLUB
    1558 NORTH 6TH STREET
    MILWAUKEE,WI53212     		  PC OPERATING 1,000
    BOYS HOPE GIRLS HOPE OF ST LOUIS
    8027 ELINOR AVENUE
    RICHMOND HEIGHTS,MO63117     		  PC OPERATING 100
    CAPUCHIN COMMUNITY SERVICES
    PO BOX 5830
    MILWAUKEE,WI53205     		  PC OPERATING 200
    CAPUCHIN COMMUNITY SERVICES
    PO BOX 5831
    MILWAUKEE,WI53206     		  PC OPERATING 100
    CARDINAL STNITCH UNIVERSITY
    6801 N YATES ROAD
    MILWAUKEE,WI53219     		  PC OPERATING 3,000
    CARDINAL STNITCH UNIVERSITY
    6802 N YATES ROAD
    MILWAUKEE,WI53220     		  PC OPERATING 200
    CARDINAL STRITCH
    6802 N YATES ROAD
    MILWAUKEE,WI53220     		  PC OPERATING 3,000
    CATHOLIC EXTENSION
    150 SOUTH WACKER DRIVE SU
    CHICAGO,IL60606     		  PC OPERATING 400
    CATHOLIC EXTENSION
    151 SOUTH WACKER DRIVE SU
    CHICAGO,IL60607     		  PC OPERATING 400
    CEDAR LAKE CONSERVANCY
    PO BOX 347
    WET BEND,WI53095     		  PC OPERATING 500
    CENACLE SISTERS
    513 FULLERTON PARKWAY
    CHICAGO,IL60614     		  PC OPERATING 500
    CHARLES E KUBLY FOUNDATION
    PO BOX 170284
    MILWAUKEE,WI53217     		  PC OPERATING 1,000
    CHRISTO REY NETWORK
    14 E JACKSON BLVD SUITE 1
    CHICAGO,IL60604     		  PC OPERATING 500
    CHRISTO REY NETWORK
    15 E JACKSON BLVD SUITE 1
    CHICAGO,IL60605     		  PC OPERATING 1,000
    CHRISTO REY NETWORK
    16 E JACKSON BLVD SUITE 1
    CHICAGO,IL60606     		  PC OPERATING 500
    CLEVELAND CLINIC INDIAN RIVER FUND
    1000 37TH PLACE SUITE 101
    VERO BEACH,FL32960     		  PC OPERATING 1,000
    CLEVELAND CLINIC INDIAN RIVER FUND
    1001 37TH PLACE SUITE 101
    VERO BEACH,FL32961     		  PC OPERATING 5,000
    COLLECTORS CORNER
    8445 64TH AVENUE
    WABASSO,FL32970     		  PC OPERATING 75
    COMPANIONS OF ST ANTHONY
    PO BOX 341591
    MILWAUKEE,WI53234     		  PC OPERATING 250
    COVENANT HOUSE
    462 EIGHTH AVENUE
    NEW YORK,NY10002     		  PC OPERATING 200
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001     		  PC OPERATING 500
    DIOCESAN SERVCIES APPEAL
    9995 NORTH MILITARY TRAIL
    PALM BEACH,FL33410     		  PC OPERATING 1,760
    DIOCESE OF PALM BEACH
    PO BOX 109650
    PALM BEACH GARDENS,FL33410     		  PC OPERATING 5,500
    DIOCESE OF PALM BEACH
    PO BOX 109651
    PALM BEACH GARDENS,FL33411     		  PC OPERATING 1,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLO
    NEW YORK,NY10006     		  PC OPERATING 1,000
    FEEDING AMERICA
    35 E WACKER DRIVE
    CHICAGO,IL60601     		  PC OPERATING 375
    FEEDING AMERICA
    36 E WACKER DRIVE
    CHICAGO,IL60602     		  PC OPERATING 375
    FINCA
    1201 15TH STREET NW 8TH F
    WASHINGTON,DC20005     		  PC OPERATING 500
    FINCA
    1202 15TH STREET NW 8TH F
    WASHINGTON,DC20006     		  PC OPERATING 200
    FINCA
    1203 15TH STREET NW 8TH F
    WASHINGTON,DC20007     		  PC OPERATING 245
    FIRST LIBERTY INSTITUTE
    2001 W PLANO PARKWAY
    PLANO,TX75075     		  PC OPERATING 200
    FIRST LIBERTY INSTITUTE
    2002 W PLANO PARKWAY
    PLANO,TX75076     		  PC OPERATING 200
    FOOD FOR THE POOR
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		  PC OPERATING 500
    FOOD FOR THE POOR
    6402 LYONS ROAD
    COCONUT CREEK,FL33074     		  PC OPERATING 250
    FOUNDATION FOR THE RELIGIOUS RETIRE
    3221 SOUTH LAKE DRIVE
    ST FRANCIS,WI53235     		  PC OPERATING 100
    FRANCISCIAN MISSION ASSOCIATION
    PO BOX 300
    GARRISON,NY10523     		  PC OPERATING 100
    FRIARS OF THE ATONEMENT
    PO BOX 302
    GARRISON,NY10525     		  PC OPERATING 150
    FRIARS OF THE ATONEMENT
    PO BOX 301
    GARRISON,NY10524     		  PC OPERATING 250
    HABITAT FOR HUMANITY
    122 HABITAT STREET
    AMERICUS,GA31710     		  PC OPERATING 1,000
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709     		  PC OPERATING 500
    HEART OF THE NATION
    PO BOX 14428
    MILWAUKEE,WI53214     		  PC OPERATING 100
    HOLY CROSS CHURCH
    500 IRIS LANE
    VERO BEACH,FL32963     		  PC OPERATING 100
    HOLY CROSS CHURCH
    501 IRIS LANE
    VERO BEACH,FL32964     		  PC OPERATING 100
    HOLY CROSS CHURCH
    502 IRIS LANE
    VERO BEACH,FL32965     		  PC OPERATING 100
    HOLY CROSS CHURCH
    503 IRIS LANE
    VERO BEACH,FL32966     		  PC OPERATING 100
    HOLY CROSS CHURCH
    504 IRIS LANE
    VERO BEACH,FL32967     		  PC OPERATING 100
    HOLY CROSS CHURCH
    505 IRIS LANE
    VERO BEACH,FL32968     		  PC OPERATING 100
    HOLY CROSS CHURCH
    506 IRIS LANE
    VERO BEACH,FL32969     		  PC OPERATING 100
    HOLY CROSS CHURCH
    507 IRIS LANE
    VERO BEACH,FL32970     		  PC OPERATING 1,000
    HOLY CROSS CHURCH
    508 IRIS LANE
    VERO BEACH,FL32971     		  PC OPERATING 100
    HOLY CROSS CHURCH
    509 IRIS LANE
    VERO BEACH,FL32972     		  PC OPERATING 100
    HOLY CROSS CHURCH
    510 IRIS LANE
    VERO BEACH,FL32973     		  PC OPERATING 100
    HOLY CROSS CHURCH
    511 IRIS LANE
    VERO BEACH,FL32974     		  PC OPERATING 100
    HOLY CROSS CHURCH
    512 IRIS LANE
    VERO BEACH,FL32975     		  PC OPERATING 100
    HOLY CROSS CHURCH
    513 IRIS LANE
    VERO BEACH,FL32976     		  PC OPERATING 100
    HOLY CROSS CHURCH
    514 IRIS LANE
    VERO BEACH,FL32977     		  PC OPERATING 100
    HOLY CROSS CHURCH
    515 IRIS LANE
    VERO BEACH,FL32978     		  PC OPERATING 100
    HOLY CROSS CHURCH
    516 IRIS LANE
    VERO BEACH,FL32979     		  PC OPERATING 100
    HOLY CROSS CHURCH
    517 IRIS LANE
    VERO BEACH,FL32980     		  PC OPERATING 100
    HOLY CROSS CHURCH
    518 IRIS LANE
    VERO BEACH,FL32981     		  PC OPERATING 50
    HOLY CROSS CHURCH
    519 IRIS LANE
    VERO BEACH,FL32982     		  PC OPERATING 100
    HOLY CROSS CHURCH
    520 IRIS LANE
    VERO BEACH,FL32983     		  PC OPERATING 100
    HOLY CROSS CHURCH
    521 IRIS LANE
    VERO BEACH,FL32984     		  PC OPERATING 100
    HOLY CROSS CHURCH
    522 IRIS LANE
    VERO BEACH,FL32985     		  PC OPERATING 100
    HOLY CROSS CHURCH
    523 IRIS LANE
    VERO BEACH,FL32986     		  PC OPERATING 100
    HOPE FOR FAMILIES
    715 4TH PLACE
    VERO BEACH,FL32962     		  PC OPERATING 500
    HUNGER TASK FORCE
    201 S HAWLEY COURT
    MILWAUKEE,WI53214     		  PC OPERATING 200
    HUNGER TASK FORCE
    202 S HAWLEY COURT
    MILWAUKEE,WI53215     		  PC OPERATING 500
    HUNGER TASK FORCE
    203 S HAWLEY COURT
    MILWAUKEE,WI53216     		  PC OPERATING 250
    IMPACT 100
    6001 HIGHWAY A1A
    INDIAN RIVER SHORES,FL32963     		  PC OPERATING 1,000
    INDIAN RIVER LAND TRUST
    80 ROYAL PALM POINTE SUIT
    VERO BEACH,FL32960     		  PC OPERATING 200
    INDIAN RIVER LAND TRUST
    82 ROYAL PALM POINTE SUIT
    VERO BEACH,FL32962     		  PC OPERATING 25,000
    INDIAN RIVER LAND TRUST
    81 ROYAL PALM POINTE SUIT
    VERO BEACH,FL32961     		  PC OPERATING 500
    INDIAN RIVER SYMPHONIC ASSOCIATION
    1901 23RD STREET
    VERO BEACH,FL32960     		  PC OPERATING 200
    JOHN'S ISLAND FOUNDATION
    6001 HIGHWAY A1A
    VERO BEACH,FL32963     		  PC OPERATING 10,000
    JUNIOR LEAGUE
    1060 E JUNEAU AVENUE
    MILWAUKEE,WI53202     		  PC OPERATING 120
    LEARNING ALLIANCE
    PO BOX 643445
    VERO BEACH,FL32963     		  PC OPERATING 300
    LEARNING ALLIENCE
    PO BOX 643446
    VERO BEACH,FL32964     		  PC OPERATING 1,000
    LEUKEMIA RESEARCH AT WED COLLEGE O
    8701 W WATERTOWN PLANK RO
    WAUWATOSA,WI53226     		  PC OPERATING 50
    LITERACY SERVCIES OF IRC
    1600 21ST STREET
    VERO BEACH,FL32960     		  PC OPERATING 200
    LITTLE SISTERS OF THE POOR
    1365 ENFIELD STREET
    ENFIELD,CT06082     		  PC OPERATING 100
    MERCY SHIPS
    PO BOX 1930
    LINDALE,TX75771     		  PC OPERATING 150
    MILWAUKEE ART MUSEUM
    700 NORTH ART MUSEUM DRIV
    MILWAUKEE,WI53202     		  PC OPERATING 100
    MILWAUKEE ART MUSEUM
    701 NORTH ART MUSEUM DRIV
    MILWAUKEE,WI53203     		  PC OPERATING 2,500
    MILWAUKEE ART MUSEUM
    702 NORTH ART MUSEUM DRIV
    MILWAUKEE,WI53204     		  PC OPERATING 100
    MILWAUKEE PUBLIC MUSEUM
    799 W WELLS STREET
    MILWAUKEE,WI53232     		  PC OPERATING 1,875
    MILWAUKEE PUBLIC MUSEUM
    800 W WELLS STREET
    MILWAUKEE,WI53233     		  PC OPERATING 2,500
    MILWAUKEE RESCUE MISSION
    830 N 19TH STREET
    MILWAUKEE,WI53233     		  PC OPERATING 100
    MILWAUKEE RESCUE MISSION
    831 N 19TH STREET
    MILWAUKEE,WI53234     		  PC OPERATING 200
    NATIONAL WILDLIFE FEDERATION
    PO BOX 1583
    MERRIFIELD,VA22116     		  PC OPERATING 500
    NATIONAL WILDLIFE FEDERATION
    PO BOX 1584
    MERRIFIELD,VA22117     		  PC OPERATING 500
    OZAUKEE WASHINGTON LAND TRUST
    200 WISCONSIN STREET
    WEST BEND,WI53095     		  PC OPERATING 500
    PROJECT VERITAS
    PO BOX 98217
    WASHINGTON,DC20077     		  PC OPERATING 200
    REPAIRERS OF THE BEACH
    1335 W VLIET ST
    MILWAUKEE,WI53213     		  PC OPERATING 250
    REPAIRERS OF THE BEACH
    1336 W VLIET ST
    MILWAUKEE,WI53214     		  PC OPERATING 200
    RIVERSIDE THEATER
    3250 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32960     		  PC OPERATING 100
    RIVERSIDE THEATER
    3251 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32961     		  PC OPERATING 2,500
    SALESIAM MISSIONS
    2 LEFEVRE LANE
    NEW ROCHELLE,NY10801     		  PC OPERATING 50
    SALVATION ARMY
    11315 W WATERTOWN PLANK
    WAUWATOSA,WI53226     		  PC OPERATING 500
    SALVATION ARMY
    11316 W WATERTOWN PLANK
    WAUWATOSA,WI53227     		  PC OPERATING 200
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SU
    FAIRFIELD,CT06825     		  PC OPERATING 175
    SISTERS OF ST FRANCIS OF ASSISI
    3221 SOUTH LAKE DRIVE
    ST FRANCIS,WI53235     		  PC OPERATING 100
    SMINEN HOSPITAL
    PO BOX 98218
    WASHINGTON,DC20078     		  PC OPERATING 500
    ST EUGENE SCHOOL
    7599 N PORT WASHINGTON RO
    MILWAUKEE,WI53216     		  PC OPERATING 200
    ST EUGENE SCHOOL
    7600 N PORT WASHINGTON RO
    MILWAUKEE,WI53217     		  PC OPERATING 1,000
    ST EUGENE'S CHURCH
    7600 N PORT WASHINGTON RO
    MILWAUKEE,WI53217     		  PC OPERATING 500
    ST EUGENE'S CHURCH
    7601 N PORT WASHINGTON RO
    MILWAUKEE,WI53218     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7602 N PORT WASHINGTON RO
    MILWAUKEE,WI53219     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7603 N PORT WASHINGTON RO
    MILWAUKEE,WI53220     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7604 N PORT WASHINGTON RO
    MILWAUKEE,WI53221     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7605 N PORT WASHINGTON RO
    MILWAUKEE,WI53222     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7606 N PORT WASHINGTON RO
    MILWAUKEE,WI53223     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7607 N PORT WASHINGTON RO
    MILWAUKEE,WI53224     		  PC OPERATING 50
    ST EUGENE'S CHURCH
    7608 N PORT WASHINGTON RO
    MILWAUKEE,WI53225     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7609 N PORT WASHINGTON RO
    MILWAUKEE,WI53226     		  PC OPERATING 500
    ST EUGENE'S CHURCH
    7610 N PORT WASHINGTON RO
    MILWAUKEE,WI53227     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7611 N PORT WASHINGTON RO
    MILWAUKEE,WI53228     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7611 N PORT WASHINGTON RO
    MILWAUKEE,WI53228     		  PC OPERATING 100
    ST EUGENE'S CHURCH
    7612 N PORT WASHINGTON RO
    MILWAUKEE,WI53229     		  PC OPERATING 500
    ST EUGENE'S CHURCH
    7613 N PORT WASHINGTON RO
    MILWAUKEE,WI53230     		  PC OPERATING 500
    ST EUGENE'S CHURCH
    7614 N PORT WASHINGTON RO
    MILWAUKEE,WI53231     		  PC OPERATING 100
    ST FRANCIS DE SALES SEMINARY
    3257 SOUTH LAKE ROAD
    ST FRANCIS,WI53235     		  PC OPERATING 500
    ST PAUL CATHOLIC STUDENT CENTER
    723 STATE STREET
    MADISON,WI53235     		  PC OPERATING 100
    STUART CONGREGATION
    3110 SE ASTER LANE
    STEUART,FL34994     		  PC OPERATING 100
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTES AVENUE
    WASHINGTON,DC20002     		  PC OPERATING 100
    THE SALVATION ARMY
    11317 W WATERTOWN PLANK
    WAUWATOSA,WI53228     		  PC OPERATING 100
    THE SOURCE
    PO BOX 2458
    VERO BEACH,FL32961     		  PC OPERATING 1,000
    THE SOURCE
    PO BOX 2459
    VERO BEACH,FL32962     		  PC OPERATING 1,000
    TOYS FOR TOTS
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172     		  PC OPERATING 200
    TREASURE COAST FOOD BANK
    401 ANGLE ROAD
    FORT PIERCE,FL34947     		  PC OPERATING 200
    TREASURE COAST FOOD BANK
    402 ANGLE ROAD
    FORT PIERCE,FL34948     		  PC OPERATING 200
    TREASURE COAST FOOD BANK
    403 ANGLE ROAD
    FORT PIERCE,FL34949     		  PC OPERATING 500
    UNITED AGAINST POVERTY
    2746 US HIGHWAY 1
    VERO BEACH,FL32960     		  PC OPERATING 150
    UNITED AGAINST POVERTY
    2747 US HIGHWAY 1
    VERO BEACH,FL32961     		  PC OPERATING 250
    UNITED AGAINST POVERTY
    2748 US HIGHWAY 1
    VERO BEACH,FL32962     		  PC OPERATING 200
    UNITED WAY OF GREATER MILWAUKEE
    225 WEST VINE STREET
    MILWAUKEE,WI53212     		  PC OPERATING 10,000
    UNITED WAY OF IRC
    1836 11TH AVENUE
    VERO BEACH,FL32961     		  PC OPERATING 1,500
    UNITED WAY OF IRC
    1837 11TH AVENUE
    VERO BEACH,FL32962     		  PC OPERATING 1,000
    UPAF
    301 WISCONSIN AVENUE SUIT
    MILWAUKEE,WI53203     		  PC OPERATING 2,000
    USDCA
    302 WISCONSIN AVENUE SUIT
    MILWAUKEE,WI53204     		  PC OPERATING 100
    VERO BEACH MUSEUM OF ART
    3001 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963     		  PC OPERATING 1,100
    VERO BEACH MUSEUM OF ART
    3002 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32964     		  PC OPERATING 3,000
    VERO BEACH MUSEUME OF ART
    3001 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963     		  PC OPERATING 3,000
    VNA HOSPICE FOUNDATION
    111 35TH LANE
    VERO BEACH,FL32961     		  PC OPERATING 300
    VNA HOSPICE FOUNDATION
    110 35TH LANE
    VERO BEACH,FL32960     		  PC OPERATING 1,000
    WISCONSIN HUMANE SOCIETY
    4500 W WISCONSIN AVENUE
    MILWAUKEE,WI53217     		  PC OPERATING 50
    WOMENS CARE CENTER
    1986 31ST AVENUE SUITE 10
    VERO BEACH,FL32960     		  PC OPERATING 250
    WOMENS CARE CENTER
    1987 31ST AVENUE SUITE 10
    VERO BEACH,FL32961     		  PC OPERATING 100
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 3
    JACKSONVILLE,FL32961     		  PC OPERATING 200
    Total .................................bullet 3a 126,650
    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 ...........     		    14 17  
    4 Dividends and interest from securities....     14 19,024  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 40,392  
    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)..   59,433  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    59,433
    (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 InvestmentsCorpStockSchedule
    Name:
    SUSAN & LEANDER JENNINGS FOUNDATION
    EIN:
    39-1868601
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARES CAPITAL CORP 13,051 13,951
    3M COMPANY 16,150 17,129
    ANALOG DEVICES 10,743 16,989
    BROADRIDGE FINANCIAL SOLUTIONS 8,218 18,690
    CHEVRON CORP 12,532 9,796
    CHUBB 15,741 19,856
    CISCO SYSTEMS INC 13,433 13,112
    COLGATE PALMOLIVE 13,464 16,931
    DIAGEO PLC NEW SPONSORED 13,712 18,422
    DIGITAL REALTY TRUST 11,160 15,207
    DOW 17,059 17,816
    ENTERGY CORP 14,591 15,575
    FASTENAL 6,750 15,772
    FIDELITY NATIONAL FINANCIAL 13,202 19,154
    GILEAD SCIENCES 17,449 13,982
    GRACO 6,740 17,798
    KINDER MORGAN 12,813 9,405
    LINDE 12,277 19,236
    LOCKHEED MARTIN 14,565 16,329
    MICROSOFT 4,094 17,571
    NESTLE 10,447 14,725
    NORTHERN TRUST 16,082 20,584
    NXP SEMICONDUCTORS    
    PAYCHEX 10,895 17,331
    PEPSICO 12,949 17,351
    PFIZER 16,104 17,264
    POLARIS INDUSTRIES 16,691 19,437
    PROGRESSIVE 6,330 15,129
    RAYONIER 17,369 19,773
    SL GREEN REALTY CORP 19,387 14,418
    SNAP ON INC 14,683 15,916
    SOUTHERN CO 14,617 18,613
    TIFFANY AND CO    
    US BANCORP DE 19,227 17,518
    VIATRIS 881 1,087
    WEYERHAUSER CO 18,225 22,130

    TY 2020 OtherExpensesSchedule
    Name:
    SUSAN & LEANDER JENNINGS FOUNDATION
    EIN:
    39-1868601
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ADMINISTRATIVE EXPENSES 10      


    TY 2020 OtherIncreasesSchedule
    Name:
    SUSAN & LEANDER JENNINGS FOUNDATION
    EIN:
    39-1868601
    Description Amount
    CHECKS IN TRANSIT 4,177


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SUSAN & LEANDER JENNINGS FOUNDATION
    EIN:
    39-1868601
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEALTH MANAGEMENT FEE 7,183      


    TY 2020 TaxesSchedule
    Name:
    SUSAN & LEANDER JENNINGS FOUNDATION
    EIN:
    39-1868601
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID ON DIVIDENDS 86      
    EXCISE TAX ON INVESTMENT INCOME 757