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
SIEBERT LUTHERAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 755
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53201
A Employer identification number

39-6050046
B Telephone number (see instructions)

(414) 269-2832
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$124,201,387
J 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) 155,925
2 Check bullet.............
3 Interest on savings and temporary cash investments 226 226  
4 Dividends and interest from securities... 1,309,747 1,309,747  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,403,699
b Gross sales price for all assets on line 6a 35,908,889
7 Capital gain net income (from Part IV, line 2)... 21,403,699
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)....... 11,145 2,720  
12 Total. Add lines 1 through 11........ 22,880,742 22,716,392  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 320,975 48,147   272,828
14 Other employee salaries and wages...... 319,670 47,950   271,720
15 Pension plans, employee benefits....... 188,163 28,224   159,939
16a Legal fees (attach schedule)......... 8,497 1,275   7,222
b Accounting fees (attach schedule)....... 77,676 69,908   7,768
c Other professional fees (attach schedule).... 310,032 308,832   1,200
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 270,000 0   0
19 Depreciation (attach schedule) and depletion... 71,986 10,798  
20 Occupancy.............. 54,492 8,174   46,318
21 Travel, conferences, and meetings....... 4,760 714   4,046
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 208,678 23,284   185,394
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,834,929 547,306   956,435
25 Contributions, gifts, grants paid....... 3,980,927 3,980,927
26 Total expenses and disbursements. Add lines 24 and 25 5,815,856 547,306   4,937,362
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,064,886
b Net investment income (if negative, enter -0-) 22,169,086
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............. 250 250 250
2 Savings and temporary cash investments......... 117,133 64,056 64,056
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)....... 10,415,295 Click to see attachment10,975,209 13,555,362
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet685,313
Less: accumulated depreciation (attach schedule) bullet255,455 504,813 429,858 429,858
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 63,876,034 Click to see attachment80,509,038 110,151,861
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) 74,913,525 91,978,411 124,201,387
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........... 74,913,525 91,978,411
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    
29 Total net assets or fund balances (see instructions)..... 74,913,525 91,978,411
30 Total liabilities and net assets/fund balances (see instructions). 74,913,525 91,978,411
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
74,913,525
2
Enter amount from Part I, line 27a .....................
2
17,064,886
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
91,978,411
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
91,978,411
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 35,908,889   14,505,190 21,403,699
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       21,403,699
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 21,403,699
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................................ 1 308,150
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 0
3 Add lines 1 and 2........................... 3 308,150
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 308,150
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 309,332
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 309,332
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 1,182
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,182 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 changesClick to see attachment....
3
Yes
 
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
    Yes
     
    Website addressbulletWWW.SIEBERTFOUNDATION.ORG
    14
    The books are in care ofbulletCHARLOTTE JOHN-GOMEZ PRESIDENT Telephone no.bullet (414) 269-2832

    Located atbulletP O BOX 755MILWAUKEEWI ZIP+4bullet53201
    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
    CHARLOTTE JOHN-GOMEZ PRESIDENT
    40.00
    161,250 60,680 0
    P O BOX 755
    MILWAUKEE,WI53201
    RONALD JONES PAST PRESIDENT - RETIRED
    1.00
    32,225 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    DENI NAUMANN CHAIR
    4.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    THOMAS KAMMERAIT VICE CHAIR - SECRETARY
    4.00
    7,500 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    JULIE VAN CLEAVE TREASURER
    4.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    KURT BECHTHOLD DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    KNUTE JACOBSON DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    KURTISS KRUEGER DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    DR JOAN M PRINCE DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    DAVID RODGERS DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    ABIGAIL SCHUMWINGER DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    JOHN SELLARS DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    DEREK TYUS DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    DR EMILY VAN DUNK DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    JOHN C ZIMDARS JR DIRECTOR
    2.00
    10,000 0 0
    P O BOX 755
    MILWAUKEE,WI53201
    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
    EDGAR RUSSELL IMPACT & PROGRAM DIR
    40.00
    88,395 14,298 0
    P O BOX 755
    MILWAUKEE,WI53201
    MICHELLE BURMEISTER COMM DIRECTOR & PROG
    28.00
    62,477 10,415 0
    P O BOX 755
    MILWAUKEE,WI53201
    JAQUITA MONTGOMERY OPERATIONS SPECIALIS
    40.00
    55,026 17,510 0
    P O BOX 755
    MILWAUKEE,WI53201
    Total number of other employees paid over $50,000...................bullet 0
    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
    JENNISON INVESTMENT ADVISOR 112,498
    30 SCRANTON OFFICE PARK
    MOOSIE,PA18507
    MELLON INVESTMENTS CORPORATION INVESTMENT ADVISOR 80,463
    PO BOX 81249
    WOBURN,MA018131249
    CLIFTONLARSONALLEN LLP ACCOUNTING 73,241
    10401 W INNOVATION DR STE 300
    WAUWATOSA,WI53226
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    101,177,291
    b
    Average of monthly cash balances.......................
    1b
    6,452,592
    c
    Fair market value of all other assets (see instructions)................
    1c
    477,559
    d
    Total (add lines 1a, b, and c).........................
    1d
    108,107,442
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    108,107,442
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,621,612
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    106,485,830
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,324,292
    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
    5,324,292
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    308,150
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    308,150
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,016,142
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    8,425
    5
    Add lines 3 and 4............................
    5
    5,024,567
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,024,567
    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
    4,937,362
    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
     
    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
    4,937,362
    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
    4,937,362
    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 5,024,567
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 238,793
    d From 2018...... 275,414
    e From 2019...... 322,491
    fTotal of lines 3a through e........ 836,698
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,937,362
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 4,937,362
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 87,205 87,205
    (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 5 749,493
    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......
    0
    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) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    749,493
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 151,588
    c Excess from 2018.... 275,414
    d Excess from 2019.... 322,491
    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:
    SIEBERT LUTHERAN FOUNDATION INC
    758 N 27TH STREET
    MILWAUKEE,WI53208
    (414) 269-2832
    bThe form in which applications should be submitted and information and materials they should include:
    ALL APPLICATIONS AND LETTERS OF INQUIRY MUST BE SUBMITTED ONLINE AT HTTPS://WWW.SIEBERTFOUNDATION.ORG/ONLINE-GRANT-PORTAL. PROSPECTIVE GRANTEES SHOULD FIRST SUBMIT AN ONLINE LETTER OF INQUIRY, AND THEN UPON RECEIVING APPROVAL SHOULD COMPLETE THE ONLINE GRANT APPLICATION.
    cAny submission deadlines:
    LETTERS OF INQUIRY ARE DUE JUNE 10TH & DEC 10TH; GRANT APPLICATIONS ARE DUE JULY 10TH & JANUARY 10TH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    C. GRANT FUNDING PRIORITIES INCLUDE: (1) GROWING THE BODY OF CHRIST BY INVESTING IN LUTHERAN LEADERS, MINISTRIES AND EVANGELISM. (2) EDUCATING WHILE SHARING THE GOSPEL OF JESUS CHRIST BY FUNDING HIGH-PERFORMING LUTHERAN-AFFILIATED SCHOOLS AND OTHER EDUCATION PROGRAMS THAT PROVIDE CHILDREN AND YOUTH IN SOCIOECONOMICALLY DISADVANTAGED COMMUNITIES A PATH TO CHRIST-CENTERED ACADEMIC SUCCESS, EMPOWERMENT AND HOPE FOR THEMSELVES AND FUTURE GENERATIONS. (3) SERVING AS THE HANDS AND FEET OF CHRIST BY SUPPORTING EFFECTIVE STRATEGIES AT LUTHERAN CHURCHES AND CHURCH-AFFILIATED ORGANIZATIONS TO MEET THE BASIC SHORT-TERM NEEDS OF DISADVANTAGED PEOPLE AND TO CREATE PATHWAYS TOWARD GREATER SELF-SUFFICIENCY AND EMPOWERMENT FOR ALL PEOPLE. AWARDS ARE ALSO GIVEN IN THE FORM OF SEMINARY FINANCIAL AID FOR NON-TRADITIONAL PATHS TO ORDINATION AND PASTORAL LEADERSHIP DEVELOPMENT FOR ORDAINED PASTORS.
    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
    ALL PEOPLES CHURCH
    2600 NORTH 2ND STREET
    MILWAUKEE,WI53212
    N/A PC NEIGHBORHOOD MINISTER, CROSS-GENERATIONAL MINISTRY, YOUTH MINISTRY, PERSONNEL 64,000
    ASCENSION LUTHERAN CHURCH
    1236 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC SUMMER YOUTH PROGRAM 18,000
    BEAUTIFUL SAVIOR CHURCH
    3205 N 85TH STREET
    MILWAUKEE,WI53222
    N/A PC NEIGHBORHOOD MINISTER, YOUTH PROGRAMS 25,250
    BREAD OF HEALING CLINIC
    1821 N 16TH ST
    MILWAUKEE,WI53205
    N/A PC PROGRAM FUNDING, RENOVATION, HEALTHCARE FOR UNINSURED 86,027
    CAMP LUTHER INC
    1889 KOUBENEC RD
    THREE LAKES,WI54562
    N/A PC JUNIOR COUNSELOR PROGRAM, EVERY KID TO CAMP PROGRAM 27,000
    CARTHAGE COLLEGE
    2001 ALFORD PARK DRIVE
    KENOSHA,WI53140
    N/A PC URBAN TEACHER PREP, HS DUAL CREDIT PROGRAM 21,400
    CENTER FOR URBAN TEACHING
    2600 WEST WISCONSIN AVENUE
    MILWAUKEE,WI53233
    N/A PC URBAN TEACHER PIPELINE, TEACHER LEADERSHIP TRAINING & SUMMER SCHOOL PROGRAM 166,682
    CHAPLAINS IN SCHOOL INC
    2225 N 1ST ST
    MILWAUKEE,WI53212
    N/A PC DIGITAL EVANGELISM & FAITH DEVELOPMENT PROGRAMS 52,000
    CONCORDIA SEMINARY
    801 SEMINARY PLACE
    ST LOUIS,MO63105
    N/A PC SEMINARY SCHOLARSHIP 9,000
    CONCORDIA UNIVERSITY - WISCONSIN
    12800 N LAKE SHORE DR
    MEQUON,WI53097
    N/A PC PROJECT INVEST, CLOSING THE ACHIEVEMENT GAP CONSORTIUM 49,000
    CROSS LUTHERAN CHURCH
    1821 N 16TH ST
    MILWAUKEE,WI53205
    N/A PC BREAD OF HEALING, NAACP YOUTH COUNCIL, WELLNESS & YOUTH MENTORING 111,500
    DATA YOU CAN USE
    1240 NORTH 10TH ST STE 268
    MILWAUKEE,WI53205
    N/A PC DATA DREAM SPONSORSHIP 5,000
    ELCA GREATER MILWAUKEE SYNOD
    1212 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION 80,000
    ELCA GREATER MILWAUKEE SYNOD - BREAKING THE CHAINS
    1212 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC PRISON MINISTRY 4,000
    ELCA GREATER MILWAUKEE SYNOD - LUTHERAN CAMPUS MINISTRY
    3074 N MARYLAND AVE
    MILWAUKEE,WI53211
    N/A PC CAMPUS MINISTRY 1,580
    ELCA GREATER MILWAUKEE SYNOD - THE TABLE
    1212 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC FACILITATED LABYRINTH WALKS AND READING CIRCLES 5,000
    ELCA NORTHWEST SYNOD
    944 24 AND ONE QUARTER ST
    CHETEK,WI54728
    N/A PC INNOVATIONS IN MINISTRY 2,527
    ELCA OUTREACH CENTER
    6218 26TH AVE
    KENOSHA,WI53143
    N/A PC HELPING CITIZENS TOWARD SELF-SUFFICIENCY 37,526
    ELCA SOUTH-CENTRAL SYNOD
    6401 ODANA RD STE 20
    MADISON,WI53719
    N/A PC PARROQUIA SANTA MARIA NEW START 10,000
    ELCA WORLD HUNGER
    8765 W HIGGINS RD
    CHICAGO,IL60631
    N/A PC PROGRAM FUNDING 5,000
    EMAUS ELCA
    1925 SUMMIT AVE
    RACINE,WI53404
    N/A PC NEIGHBORHOOD MINISTER, EASY PROGRAM, YOUTH MINISTRY 86,500
    FAITH LUTHERAN CHURCH
    1000 SOUTH LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC NEIGHBORHOOD MINISTER 20,000
    FEEDING AMERICA EASTERN WISCONSIN
    1700 W FOND DU LAC AVE
    MILWAUKEE,WI53205
    N/A PC FOOD PANTRIES & CAPACITY BUILDING FOR SOLVING HUNGER 93,105
    GRACE IN ACTION
    201 N STATE ST
    NEW ULM,MN56073
    N/A PC PASTORAL LEADERSHIP DEVELOPMENT 97,816
    HEPHATHA LUTHERAN CHURCH
    1720 W LOCUST ST
    MILWAUKEE,WI53206
    N/A PC SISTERS NORTH PROGRAM, NEIGHBORHOOD MINISTER, CHROMEBOOKS TO BUILD COMMUNITY, & OTHER PROGRAMS 97,553
    HOLY CROSS LUTHERAN CHURCH
    W156 N8131 PILGRIM RD
    MENOMONEE FALLS,WI53051
    N/A PC PROGRAM FUNDING 5,000
    INCARNATION LUTHERAN CHURCH
    1510 W KEEFE AVE
    MILWAUKEE,WI53206
    N/A PC SUMMER YOUTH PROGRAM 15,000
    JOURNEYS LUTHERAN SCHOOL
    5425 S 111TH ST
    HALES CORNERS,WI53130
    N/A PC K-8TH GRADE STUDENT PREP, MOSAICS CURRICULUM 4,106
    JUST ONE MORE MINISTRY
    4180 N LYDELL AVE
    GLENDALE,WI53212
    N/A PC OPERATING SUPPORT & OUTREACH EFFORTS 75,000
    KINGDOM PREP LUTHERAN HIGH SCHOOL
    2520 N WAUWATOSA AVE
    WAUWATOSA,WI53213
    N/A PC NEW SCHOOL START-UP AND HS TUITION ASSISTANCE 141,808
    LAKE PARK LUTHERAN CHURCH
    2647 NORTH STOWELL AVENUE
    MILWAUKEE,WI53211
    N/A PC CAPACITY BUILDING FOR RACIAL EQUITY AND INCLUSION 10,000
    LAKES AREA CHRISTIAN FELLOWSHIP
    1167 ALPINE DR
    NEKOOSA,WI54457
    N/A PC COFFEE MINISTRY 1,500
    LIGHTHOUSE YOUTH CENTER
    5641 N 68TH ST
    MILWAUKEE,WI53218
    N/A PC AFTER-SCHOOL & SUMMER LEADERSHIP DEVELOPMENT, VICARS & WLC STUDENTS 62,527
    LUTHER SEMINARY
    2481 COMO AVE
    ST PAUL,MN55108
    N/A PC MISSIONAL LEADERSHIP COHORT FOR WISCONSIN PASTORS 50,000
    LUTHERAN CAMPUS MINISTRY IN GREATER MILWAUKEE
    3074 N MARYLAND AVE
    MILWAUKEE,WI53211
    N/A PC PEER MINISTER PROJECT, CAMPUS MINISTRY 22,200
    LUTHERAN CHURCH OF THE REFORMATION
    3806 WEST LISBON AVE
    MILWAUKEE,WI53208
    N/A PC NEIGHBORHOOD MINISTER, YEAR-ROUND & SUMMER PROGRAMS, OPERATIONAL SUPPORT 80,000
    LUTHERAN COUNSELING & FAMILY SERVICES
    3800 N MAYFAIR RD
    WAUWATOSA,WI53222
    N/A PC COUNSELING PROGRAMS, STRATEGIC GROWTH PLANNING 43,952
    LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE
    10427 W LINCOLN AVE
    GREENDALE,WI53129
    N/A PC TUITION ASSISTANCE, LAUNCH TRIUN3 131,891
    LUTHERAN SCHOOL OF THEOLOGY AT CHICAGO
    1100 EAST 55TH ST
    CHICAGO,IL60615
    N/A PC SUPPORT FOR WISCONSIN PASTORAL INTERNSHIP SITES 45,000
    LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN
    6737 W WASHINGTON ST STE 2275
    WEST ALLIS,WI53214
    N/A PC HOMME YOUTH CENTER, ASPEN CENTER, NW MILWAUKEE FAMILY & WELLNESS COLLABORATIVE 143,053
    LUTHERAN URBAN MISSION INITIATIVE INC
    8242 N GRANVILLE RD
    MILWAUKEE,WI53224
    N/A PC OPPORTUNITY ACADEMY, COVID-19 REOPENING PLAN, AND OTHER PROGRAMS 79,553
    LUTHERDALE MINISTRIES
    N7891 US HWY 12
    ELKHORN,WI53121
    N/A PC SUMMER CAMP, YOUTH MINISTRY CAMPING PROGRAMS 17,050
    MILWAUKEE COMMUNITY BUSINESS COLLABORATIVE DBA MILWAUKEE JOBSWORK
    2821 N VEL R PHILLIPS AVE STE 300
    MILWAUKEE,WI53212
    N/A PC JOB TRAINING, PLACEMENT & SUPPORT 24,078
    MT CALVARY EVANGELICAL LUTHERAN CHURCH
    2862 N 53RD ST
    MILWAUKEE,WI53210
    N/A PC CHURCH ECONOMICS ACCELERATOR, NEIGHBORHOOD MINISTER, YOUTH MINISTER 41,000
    MT LEBANON LUTHERAN SCHOOL
    6100 W HAMPTON AVE
    MILWAUKEE,WI53218
    N/A PC COMMUNITY FOR THE COMMUNITY: PARTNER EXPANSION PROJECT & OTHER PROGRAMS 30,527
    NEAR WEST SIDE PARTNERS
    624 NORTH 24TH ST
    MILWAUKEE,WI53233
    N/A PC OPERATING SUPPORT 1,000
    NEIGHBORHOOD HOUSE OF MILWAUKEE
    2819 WEST RICHARDSON PL
    MILWAUKEE,WI53208
    N/A PC NEAR WESTSIDE FOOD PANTRY 10,000
    NORTH WISCONSIN DISTRICT LCMS
    3103 SEYMOUR LN
    WAUSAU,WI54401
    N/A PC SMP PROGRAM FINANCIAL AID 12,000
    OUR REDEEMER LUTHERAN CHURCH
    10025 W NORTH AVENUE
    WAUWATOSA,WI53226
    N/A PC LOVE OF CHRIST STAFF DEVELOPMENT 5,000
    OUTREACH FOR HOPE INC
    1212 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC PROGRAM FUNDING 10,000
    PASTORAL LEADERSHIP INSTITUTE
    PO BOX 972
    WHEATON,IL60187
    N/A PC PASTORAL LEADERSHIP DEVELOPMENT 70,016
    PROJECT RETURN
    2821 VEL R PHILLIPS AVE STE 223
    MILWAUKEE,WI53212
    N/A PC EX-OFFENDER EMPLOYMENT AND RE-ENTRY 71,104
    RACINE LUTHERAN HIGH SCHOOL
    251 LUEDTKE AVE
    RACINE,WI53405
    N/A PC TUITION ASSISTANCE, CAPITAL CAMPAIGN & EXPANSION 23,808
    REDEEMER LUTHERAN CHURCH
    631 N 19TH ST
    MILWAUKEE,WI53233
    N/A PC RENOVATION AND REDEVELOPMENT OF CHURCH FOR COMMUNITY OUTREACH 43,226
    RESURRECTION LUTHERAN CHURCH
    12400 W COLD SPRING RD
    NEW BERLIN,WI53151
    N/A PC VIRTUAL WORSHIP 6,000
    RESURRECTION LUTHERAN CHURCH
    6705 WESNER LANE
    VERONA,WI53593
    N/A PC NEW CONGREGATION IN MONROE 10,000
    RISEN SAVIOR LUTHERAN CHURCH
    9550 W BROWN DEER RD
    MILWAUKEE,WI53224
    N/A PC EAST CAMPUS SCHOOL EXPANSION & SUMMER CAMP RESIDENT 41,000
    SERENITY INNS INC
    2825 W BROWN ST
    MILWAUKEE,WI53208
    N/A PC ADDICTION TREATMENT, HOUSING AND COUNSELING 130,080
    SHINING STAR CHRISTIAN SCHOOL
    4050 NORTH 95TH ST
    MILWAUKEE,WI53222
    N/A PC VIRTUAL INSTRUCTION TECHNOLOGY DEVELOPMENT 50,000
    SHORELAND LUTHERAN HIGH SCHOOL
    PO BOX 295
    SOMERS,WI53171
    N/A PC HIGH SCHOOL TUITION ASSISTANCE 10,835
    SOUTH WISCONSIN DISTRICT LC-MS
    8100 W CAPITOL DR
    MILWAUKEE,WI53222
    N/A PC RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION, SMP SEMINARY EDUCATION SUPPORT 90,000
    ST JOHN'S LUTHERAN CHURCH
    322 EAST WASHINGTON AVE
    MADISON,WI53703
    N/A PC COMMUNITY MINISTRY FOR THE CAP EAST NEIGHBORHOOD 15,000
    ST JOHN'S LUTHERAN SCHOOL
    4001 SOUTH 68TH ST
    MILWAUKEE,WI53220
    N/A PC EXPANSION AND IMPROVEMENT PROJECT 25,000
    ST MARCUS LUTHERAN SCHOOL
    2215 N PALMER ST
    MILWAUKEE,WI53212
    N/A PC K-8 OPERATING SUPPORT, COMMUNITY ENGAGEMENT, WRAP-AROUND SERVICES, EXPANSION 118,053
    ST MARK EVANGELICAL LUTHERAN CHURCH
    2066 LAWRENCE DR
    DE PERE,WI54115
    N/A PC ON-LINE WORSHIP SERVICES AND OPERATING SUPPORT 50,000
    ST MARK'S LUTHERAN CHURCH
    605 SPRUCE ST
    MADISON,WI53715
    N/A PC SPIRITUALITY SUPPORT GROUP AND BIBLE STUDY 10,000
    ST PAUL'S EVANGELICAL LUTHERAN CHURCH
    181 MAIN ST
    ADAMS,WI53910
    N/A PC ADAMS-FRIENDSHIP MISSION BUILDING PROJECT 50,000
    ST PHILIP'S LUTHERAN CHURCH
    3012 N HOLTON ST
    MILWAUKEE,WI53212
    N/A PC PROGRAM FUNDING 7,500
    STAR OF BETHLEHEM LUTHERAN CHURCH
    3700 S CASPER DR
    NEW BERLIN,WI53151
    N/A PC NEW BUILDING PROJECT 5,000
    THE LUTHERAN HOME FOUNDATION INC
    8220 HARWOOD AVE
    WAUWATOSA,WI53213
    N/A PC TITLE 19 CHARITY CARE 2,500
    TIME OF GRACE MINISTRY
    101 E NORTH AVE
    MILWAUKEE,WI53212
    N/A PC OPERATIONAL SUPPORT 5,265
    UNITY EVANGELICAL LUTHERAN CHURCH
    1025 E OKLAHOMA AVE
    MILWAUKEE,WI53207
    N/A PC LOVE CHRIST BY LOVING NEIGHBORS 19,000
    UNITY IN MOTION
    2824A NORTH PIERCE ST
    MILWAUKEE,WI53212
    N/A PC YEAR-ROUND & SUMMER YOUTH PROGRAMS 26,000
    UNITY LUTHERAN CHURCH
    20700 W NORTH AVENUE
    BROOKFIELD,WI53045
    N/A PC ENHANCED OUTDOOR WORSHIP AND COMMUNITY SPACE 69,000
    VIBRANT FAITH MINISTRIES
    138 RIVER WOODS LN
    BURNSVILLE,MN55337
    N/A PC PASTORAL LEADERSHIP DEVELOPMENT 88,291
    WARTBURG THEOLOGICAL SEMINARY
    333 WARTBURG PL
    DUBUQUE,IA52003
    N/A PC SEMINARY SCHOLARSHIP 53,000
    WISCONSIN EVANGELICAL LUTHERAN SYNOD
    N16 W23377 STONE RIDGE DR
    WAUKESHA,WI53188
    N/A PC RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION 140,000
    WISCONSIN EVANGELICAL LUTHERAN SYNOD KINGDOM WORKERS INC
    N16 W23377 STONE RIDGE DR
    WAUKESHA,WI53188
    N/A PC SHARING JESUS THROUGH FAMILY SUPPORT SERVICES 35,000
    WISCONSIN INMATE EDUCATION ASSOCIATION
    1201 SWEETBRIAR LN
    HARTLAND,WI53029
    N/A PC PRISON EDUCATION BA DEGREE IN BIBLICAL STUDIES AND FIELD MENTOR PROGRAM, OPERATION TRANSFORMATION, OTHER PROGRAMS 65,133
    WISCONSIN LUTHERAN CHAPEL
    220 W GILMAN ST
    MADISON,WI53703
    N/A PC CHAPEL AND STUDENT CENTER 10,000
    WISCONSIN LUTHERAN CHILD & FAMILY SERVICES
    W175 N11120 STONEWOOD DR
    GERMANTOWN,WI53022
    N/A PC SCHOOL BASED MENTAL HEALTH COUNSELING AND STRONG EXPANSION, SCHOOL-BASED COUNSELING EXPANSION, OTHER PROGRAMS 162,500
    WISCONSIN LUTHERAN COLLEGE
    8800 W BLUEMOUND RD
    MILWAUKEE,WI53226
    N/A PC CENTER FOR CHRISTIAN LEADERSHIP OPERATIONAL FUNDING, CHRISTIAN LEADERSHIP PROGRAM 62,760
    WISCONSIN LUTHERAN HIGH SCHOOL
    330 N GLENVIEW AVE
    MILWAUKEE,WI53213
    N/A PC HS TUITION ASSISTANCE, IMAGINE THE FUTURE CAMPAIGN, VIKING FUND, & BETTER TOGETHER GRANT 142,645
    WISCONSIN PHILANTHROPY NETWORK
    15850 W BLUEMOUND RD STE 204
    BROOKFIELD,WI53005
    N/A PC 2020 LEADERSHIP ADVANCED COHORT PARTICIPANTS, WISCONSIN PHILANTHROPY NETWORK & PHILANTHROPIC CAPACITY BUILDING 26,500
    WOMEN'S LEADERSHIP INSTITUTE AT CONCORDIA UNIVERSITY WI
    12800 N LAKE SHORE DR
    MEQUON,WI53097
    N/A PC INTERGENERATIONAL MENTORSHIP PROGRAM 10,000
    Total .................................bullet 3a 3,980,927
    bApproved for future payment
    CARTHAGE COLLEGE
    2001 ALFORD PARK DRIVE
    KENOSHA,WI53140
    N/A PC PROGRAM FUNDING 17,900
    ELCA EAST CENTRAL SYNOD OF WI
    16 TRI-PARK WAY
    APPLETON,WI54914
    N/A PC PROGRAM FUNDING 15,000
    FEEDING AMERICA EASTERN WISCONSIN
    1700 W FOND DU LAC AVE
    MILWAUKEE,WI53205
    N/A PC FOOD PANTRIES & CAPACITY BUILDING FOR SOLVING HUNGER 75,000
    LAKE PARK LUTHERAN CHURCH
    2647 NORTH STOWELL AVENUE
    MILWAUKEE,WI53211
    N/A PC PROGRAM FUNDING 10,000
    LUTHERAN CHURCH OF THE REFORMATION
    3806 WEST LISBON AVE
    MILWAUKEE,WI53208
    N/A PC PROGRAM FUNDING 25,676
    LUTHERAN URBAN MISSION INITIATIVE INC
    8242 N GRANVILLE RD
    MILWAUKEE,WI53224
    N/A PC PROGRAM FUNDING 65,000
    ST MARK'S LUTHERAN CHURCH
    605 SPRUCE ST
    MADISON,WI53715
    N/A PC PROGRAM FUNDING 14,000
    Total .................................bullet 3b 222,576
    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 ...........
        14 226  
    4 Dividends and interest from securities....     14 1,309,747  
    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 2,720  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 21,403,699  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGRANTS RETURNED TO ORG
        01 8,425  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 22,724,817 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    22,724,817
    (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

    Form 990PF Part XV Line 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
    ALL PEOPLES CHURCH2600 NORTH 2ND STREET
    MILWAUKEE,WI53212
    N/A PC NEIGHBORHOOD MINISTER, CROSS-GENERATIONAL MINISTRY, YOUTH MINISTRY, PERSONNEL 64,000
    ASCENSION LUTHERAN CHURCH1236 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC SUMMER YOUTH PROGRAM 18,000
    BEAUTIFUL SAVIOR CHURCH3205 N 85TH STREET
    MILWAUKEE,WI53222
    N/A PC NEIGHBORHOOD MINISTER, YOUTH PROGRAMS 25,250
    BREAD OF HEALING CLINIC1821 N 16TH ST
    MILWAUKEE,WI53205
    N/A PC PROGRAM FUNDING, RENOVATION, HEALTHCARE FOR UNINSURED 86,027
    CAMP LUTHER INC1889 KOUBENEC RD
    THREE LAKES,WI54562
    N/A PC JUNIOR COUNSELOR PROGRAM, EVERY KID TO CAMP PROGRAM 27,000
    CARTHAGE COLLEGE2001 ALFORD PARK DRIVE
    KENOSHA,WI53140
    N/A PC URBAN TEACHER PREP, HS DUAL CREDIT PROGRAM 21,400
    CENTER FOR URBAN TEACHING2600 WEST WISCONSIN AVENUE
    MILWAUKEE,WI53233
    N/A PC URBAN TEACHER PIPELINE, TEACHER LEADERSHIP TRAINING & SUMMER SCHOOL PROGRAM 166,682
    CHAPLAINS IN SCHOOL INC2225 N 1ST ST
    MILWAUKEE,WI53212
    N/A PC DIGITAL EVANGELISM & FAITH DEVELOPMENT PROGRAMS 52,000
    CONCORDIA SEMINARY801 SEMINARY PLACE
    ST LOUIS,MO63105
    N/A PC SEMINARY SCHOLARSHIP 9,000
    CONCORDIA UNIVERSITY - WISCONSIN12800 N LAKE SHORE DR
    MEQUON,WI53097
    N/A PC PROJECT INVEST, CLOSING THE ACHIEVEMENT GAP CONSORTIUM 49,000
    CROSS LUTHERAN CHURCH1821 N 16TH ST
    MILWAUKEE,WI53205
    N/A PC BREAD OF HEALING, NAACP YOUTH COUNCIL, WELLNESS & YOUTH MENTORING 111,500
    DATA YOU CAN USE1240 NORTH 10TH ST STE 268
    MILWAUKEE,WI53205
    N/A PC DATA DREAM SPONSORSHIP 5,000
    ELCA GREATER MILWAUKEE SYNOD1212 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION 80,000
    ELCA GREATER MILWAUKEE SYNOD - BREAKING THE CHAINS1212 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC PRISON MINISTRY 4,000
    ELCA GREATER MILWAUKEE SYNOD - LUTHERAN CAMPUS MINISTRY3074 N MARYLAND AVE
    MILWAUKEE,WI53211
    N/A PC CAMPUS MINISTRY 1,580
    ELCA GREATER MILWAUKEE SYNOD - THE TABLE1212 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC FACILITATED LABYRINTH WALKS AND READING CIRCLES 5,000
    ELCA NORTHWEST SYNOD944 24 AND ONE QUARTER ST
    CHETEK,WI54728
    N/A PC INNOVATIONS IN MINISTRY 2,527
    ELCA OUTREACH CENTER6218 26TH AVE
    KENOSHA,WI53143
    N/A PC HELPING CITIZENS TOWARD SELF-SUFFICIENCY 37,526
    ELCA SOUTH-CENTRAL SYNOD6401 ODANA RD STE 20
    MADISON,WI53719
    N/A PC PARROQUIA SANTA MARIA NEW START 10,000
    ELCA WORLD HUNGER8765 W HIGGINS RD
    CHICAGO,IL60631
    N/A PC PROGRAM FUNDING 5,000
    EMAUS ELCA1925 SUMMIT AVE
    RACINE,WI53404
    N/A PC NEIGHBORHOOD MINISTER, EASY PROGRAM, YOUTH MINISTRY 86,500
    FAITH LUTHERAN CHURCH1000 SOUTH LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC NEIGHBORHOOD MINISTER 20,000
    FEEDING AMERICA EASTERN WISCONSIN1700 W FOND DU LAC AVE
    MILWAUKEE,WI53205
    N/A PC FOOD PANTRIES & CAPACITY BUILDING FOR SOLVING HUNGER 93,105
    GRACE IN ACTION201 N STATE ST
    NEW ULM,MN56073
    N/A PC PASTORAL LEADERSHIP DEVELOPMENT 97,816
    HEPHATHA LUTHERAN CHURCH1720 W LOCUST ST
    MILWAUKEE,WI53206
    N/A PC SISTERS NORTH PROGRAM, NEIGHBORHOOD MINISTER, CHROMEBOOKS TO BUILD COMMUNITY, & OTHER PROGRAMS 97,553
    HOLY CROSS LUTHERAN CHURCHW156 N8131 PILGRIM RD
    MENOMONEE FALLS,WI53051
    N/A PC PROGRAM FUNDING 5,000
    INCARNATION LUTHERAN CHURCH1510 W KEEFE AVE
    MILWAUKEE,WI53206
    N/A PC SUMMER YOUTH PROGRAM 15,000
    JOURNEYS LUTHERAN SCHOOL5425 S 111TH ST
    HALES CORNERS,WI53130
    N/A PC K-8TH GRADE STUDENT PREP, MOSAICS CURRICULUM 4,106
    JUST ONE MORE MINISTRY4180 N LYDELL AVE
    GLENDALE,WI53212
    N/A PC OPERATING SUPPORT & OUTREACH EFFORTS 75,000
    KINGDOM PREP LUTHERAN HIGH SCHOOL2520 N WAUWATOSA AVE
    WAUWATOSA,WI53213
    N/A PC NEW SCHOOL START-UP AND HS TUITION ASSISTANCE 141,808
    LAKE PARK LUTHERAN CHURCH2647 NORTH STOWELL AVENUE
    MILWAUKEE,WI53211
    N/A PC CAPACITY BUILDING FOR RACIAL EQUITY AND INCLUSION 10,000
    LAKES AREA CHRISTIAN FELLOWSHIP1167 ALPINE DR
    NEKOOSA,WI54457
    N/A PC COFFEE MINISTRY 1,500
    LIGHTHOUSE YOUTH CENTER5641 N 68TH ST
    MILWAUKEE,WI53218
    N/A PC AFTER-SCHOOL & SUMMER LEADERSHIP DEVELOPMENT, VICARS & WLC STUDENTS 62,527
    LUTHER SEMINARY2481 COMO AVE
    ST PAUL,MN55108
    N/A PC MISSIONAL LEADERSHIP COHORT FOR WISCONSIN PASTORS 50,000
    LUTHERAN CAMPUS MINISTRY IN GREATER MILWAUKEE3074 N MARYLAND AVE
    MILWAUKEE,WI53211
    N/A PC PEER MINISTER PROJECT, CAMPUS MINISTRY 22,200
    LUTHERAN CHURCH OF THE REFORMATION3806 WEST LISBON AVE
    MILWAUKEE,WI53208
    N/A PC NEIGHBORHOOD MINISTER, YEAR-ROUND & SUMMER PROGRAMS, OPERATIONAL SUPPORT 80,000
    LUTHERAN COUNSELING & FAMILY SERVICES3800 N MAYFAIR RD
    WAUWATOSA,WI53222
    N/A PC COUNSELING PROGRAMS, STRATEGIC GROWTH PLANNING 43,952
    LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE10427 W LINCOLN AVE
    GREENDALE,WI53129
    N/A PC TUITION ASSISTANCE, LAUNCH TRIUN3 131,891
    LUTHERAN SCHOOL OF THEOLOGY AT CHICAGO1100 EAST 55TH ST
    CHICAGO,IL60615
    N/A PC SUPPORT FOR WISCONSIN PASTORAL INTERNSHIP SITES 45,000
    LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN6737 W WASHINGTON ST STE 2275
    WEST ALLIS,WI53214
    N/A PC HOMME YOUTH CENTER, ASPEN CENTER, NW MILWAUKEE FAMILY & WELLNESS COLLABORATIVE 143,053
    LUTHERAN URBAN MISSION INITIATIVE INC8242 N GRANVILLE RD
    MILWAUKEE,WI53224
    N/A PC OPPORTUNITY ACADEMY, COVID-19 REOPENING PLAN, AND OTHER PROGRAMS 79,553
    LUTHERDALE MINISTRIESN7891 US HWY 12
    ELKHORN,WI53121
    N/A PC SUMMER CAMP, YOUTH MINISTRY CAMPING PROGRAMS 17,050
    MILWAUKEE COMMUNITY BUSINESS COLLABORATIVE DBA MILWAUKEE JOBSWORK2821 N VEL R PHILLIPS AVE STE 300
    MILWAUKEE,WI53212
    N/A PC JOB TRAINING, PLACEMENT & SUPPORT 24,078
    MT CALVARY EVANGELICAL LUTHERAN CHURCH2862 N 53RD ST
    MILWAUKEE,WI53210
    N/A PC CHURCH ECONOMICS ACCELERATOR, NEIGHBORHOOD MINISTER, YOUTH MINISTER 41,000
    MT LEBANON LUTHERAN SCHOOL6100 W HAMPTON AVE
    MILWAUKEE,WI53218
    N/A PC COMMUNITY FOR THE COMMUNITY: PARTNER EXPANSION PROJECT & OTHER PROGRAMS 30,527
    NEAR WEST SIDE PARTNERS624 NORTH 24TH ST
    MILWAUKEE,WI53233
    N/A PC OPERATING SUPPORT 1,000
    NEIGHBORHOOD HOUSE OF MILWAUKEE2819 WEST RICHARDSON PL
    MILWAUKEE,WI53208
    N/A PC NEAR WESTSIDE FOOD PANTRY 10,000
    NORTH WISCONSIN DISTRICT LCMS3103 SEYMOUR LN
    WAUSAU,WI54401
    N/A PC SMP PROGRAM FINANCIAL AID 12,000
    OUR REDEEMER LUTHERAN CHURCH10025 W NORTH AVENUE
    WAUWATOSA,WI53226
    N/A PC LOVE OF CHRIST STAFF DEVELOPMENT 5,000
    OUTREACH FOR HOPE INC1212 S LAYTON BLVD
    MILWAUKEE,WI53215
    N/A PC PROGRAM FUNDING 10,000
    PASTORAL LEADERSHIP INSTITUTEPO BOX 972
    WHEATON,IL60187
    N/A PC PASTORAL LEADERSHIP DEVELOPMENT 70,016
    PROJECT RETURN2821 VEL R PHILLIPS AVE STE 223
    MILWAUKEE,WI53212
    N/A PC EX-OFFENDER EMPLOYMENT AND RE-ENTRY 71,104
    RACINE LUTHERAN HIGH SCHOOL251 LUEDTKE AVE
    RACINE,WI53405
    N/A PC TUITION ASSISTANCE, CAPITAL CAMPAIGN & EXPANSION 23,808
    REDEEMER LUTHERAN CHURCH631 N 19TH ST
    MILWAUKEE,WI53233
    N/A PC RENOVATION AND REDEVELOPMENT OF CHURCH FOR COMMUNITY OUTREACH 43,226
    RESURRECTION LUTHERAN CHURCH12400 W COLD SPRING RD
    NEW BERLIN,WI53151
    N/A PC VIRTUAL WORSHIP 6,000
    RESURRECTION LUTHERAN CHURCH6705 WESNER LANE
    VERONA,WI53593
    N/A PC NEW CONGREGATION IN MONROE 10,000
    RISEN SAVIOR LUTHERAN CHURCH9550 W BROWN DEER RD
    MILWAUKEE,WI53224
    N/A PC EAST CAMPUS SCHOOL EXPANSION & SUMMER CAMP RESIDENT 41,000
    SERENITY INNS INC2825 W BROWN ST
    MILWAUKEE,WI53208
    N/A PC ADDICTION TREATMENT, HOUSING AND COUNSELING 130,080
    SHINING STAR CHRISTIAN SCHOOL4050 NORTH 95TH ST
    MILWAUKEE,WI53222
    N/A PC VIRTUAL INSTRUCTION TECHNOLOGY DEVELOPMENT 50,000
    SHORELAND LUTHERAN HIGH SCHOOLPO BOX 295
    SOMERS,WI53171
    N/A PC HIGH SCHOOL TUITION ASSISTANCE 10,835
    SOUTH WISCONSIN DISTRICT LC-MS8100 W CAPITOL DR
    MILWAUKEE,WI53222
    N/A PC RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION, SMP SEMINARY EDUCATION SUPPORT 90,000
    ST JOHN'S LUTHERAN CHURCH322 EAST WASHINGTON AVE
    MADISON,WI53703
    N/A PC COMMUNITY MINISTRY FOR THE CAP EAST NEIGHBORHOOD 15,000
    ST JOHN'S LUTHERAN SCHOOL4001 SOUTH 68TH ST
    MILWAUKEE,WI53220
    N/A PC EXPANSION AND IMPROVEMENT PROJECT 25,000
    ST MARCUS LUTHERAN SCHOOL2215 N PALMER ST
    MILWAUKEE,WI53212
    N/A PC K-8 OPERATING SUPPORT, COMMUNITY ENGAGEMENT, WRAP-AROUND SERVICES, EXPANSION 118,053
    ST MARK EVANGELICAL LUTHERAN CHURCH2066 LAWRENCE DR
    DE PERE,WI54115
    N/A PC ON-LINE WORSHIP SERVICES AND OPERATING SUPPORT 50,000
    ST MARK'S LUTHERAN CHURCH605 SPRUCE ST
    MADISON,WI53715
    N/A PC SPIRITUALITY SUPPORT GROUP AND BIBLE STUDY 10,000
    ST PAUL'S EVANGELICAL LUTHERAN CHURCH181 MAIN ST
    ADAMS,WI53910
    N/A PC ADAMS-FRIENDSHIP MISSION BUILDING PROJECT 50,000
    ST PHILIP'S LUTHERAN CHURCH3012 N HOLTON ST
    MILWAUKEE,WI53212
    N/A PC PROGRAM FUNDING 7,500
    STAR OF BETHLEHEM LUTHERAN CHURCH3700 S CASPER DR
    NEW BERLIN,WI53151
    N/A PC NEW BUILDING PROJECT 5,000
    THE LUTHERAN HOME FOUNDATION INC8220 HARWOOD AVE
    WAUWATOSA,WI53213
    N/A PC TITLE 19 CHARITY CARE 2,500
    TIME OF GRACE MINISTRY101 E NORTH AVE
    MILWAUKEE,WI53212
    N/A PC OPERATIONAL SUPPORT 5,265
    UNITY EVANGELICAL LUTHERAN CHURCH1025 E OKLAHOMA AVE
    MILWAUKEE,WI53207
    N/A PC LOVE CHRIST BY LOVING NEIGHBORS 19,000
    UNITY IN MOTION2824A NORTH PIERCE ST
    MILWAUKEE,WI53212
    N/A PC YEAR-ROUND & SUMMER YOUTH PROGRAMS 26,000
    UNITY LUTHERAN CHURCH20700 W NORTH AVENUE
    BROOKFIELD,WI53045
    N/A PC ENHANCED OUTDOOR WORSHIP AND COMMUNITY SPACE 69,000
    VIBRANT FAITH MINISTRIES138 RIVER WOODS LN
    BURNSVILLE,MN55337
    N/A PC PASTORAL LEADERSHIP DEVELOPMENT 88,291
    WARTBURG THEOLOGICAL SEMINARY333 WARTBURG PL
    DUBUQUE,IA52003
    N/A PC SEMINARY SCHOLARSHIP 53,000
    WISCONSIN EVANGELICAL LUTHERAN SYNODN16 W23377 STONE RIDGE DR
    WAUKESHA,WI53188
    N/A PC RESOURCES FOR VIRTUAL WORSHIP - PAN-LUTHERAN COLLABORATION 140,000
    WISCONSIN EVANGELICAL LUTHERAN SYNOD KINGDOM WORKERS INCN16 W23377 STONE RIDGE DR
    WAUKESHA,WI53188
    N/A PC SHARING JESUS THROUGH FAMILY SUPPORT SERVICES 35,000
    WISCONSIN INMATE EDUCATION ASSOCIATION1201 SWEETBRIAR LN
    HARTLAND,WI53029
    N/A PC PRISON EDUCATION BA DEGREE IN BIBLICAL STUDIES AND FIELD MENTOR PROGRAM, OPERATION TRANSFORMATION, OTHER PROGRAMS 65,133
    WISCONSIN LUTHERAN CHAPEL220 W GILMAN ST
    MADISON,WI53703
    N/A PC CHAPEL AND STUDENT CENTER 10,000
    WISCONSIN LUTHERAN CHILD & FAMILY SERVICESW175 N11120 STONEWOOD DR
    GERMANTOWN,WI53022
    N/A PC SCHOOL BASED MENTAL HEALTH COUNSELING AND STRONG EXPANSION, SCHOOL-BASED COUNSELING EXPANSION, OTHER PROGRAMS 162,500
    WISCONSIN LUTHERAN COLLEGE8800 W BLUEMOUND RD
    MILWAUKEE,WI53226
    N/A PC CENTER FOR CHRISTIAN LEADERSHIP OPERATIONAL FUNDING, CHRISTIAN LEADERSHIP PROGRAM 62,760
    WISCONSIN LUTHERAN HIGH SCHOOL330 N GLENVIEW AVE
    MILWAUKEE,WI53213
    N/A PC HS TUITION ASSISTANCE, IMAGINE THE FUTURE CAMPAIGN, VIKING FUND, & BETTER TOGETHER GRANT 142,645
    WISCONSIN PHILANTHROPY NETWORK15850 W BLUEMOUND RD STE 204
    BROOKFIELD,WI53005
    N/A PC 2020 LEADERSHIP ADVANCED COHORT PARTICIPANTS, WISCONSIN PHILANTHROPY NETWORK & PHILANTHROPIC CAPACITY BUILDING 26,500
    WOMEN'S LEADERSHIP INSTITUTE AT CONCORDIA UNIVERSITY WI12800 N LAKE SHORE DR
    MEQUON,WI53097
    N/A PC INTERGENERATIONAL MENTORSHIP PROGRAM 10,000
    Total ...............................bullet 3a 3,980,927
    bApproved for future payment
    CARTHAGE COLLEGE2001 ALFORD PARK DRIVE
    KENOSHA,WI53140
    N/A PC PROGRAM FUNDING 17,900
    ELCA EAST CENTRAL SYNOD OF WI16 TRI-PARK WAY
    APPLETON,WI54914
    N/A PC PROGRAM FUNDING 15,000
    FEEDING AMERICA EASTERN WISCONSIN1700 W FOND DU LAC AVE
    MILWAUKEE,WI53205
    N/A PC FOOD PANTRIES & CAPACITY BUILDING FOR SOLVING HUNGER 75,000
    LAKE PARK LUTHERAN CHURCH2647 NORTH STOWELL AVENUE
    MILWAUKEE,WI53211
    N/A PC PROGRAM FUNDING 10,000
    LUTHERAN CHURCH OF THE REFORMATION3806 WEST LISBON AVE
    MILWAUKEE,WI53208
    N/A PC PROGRAM FUNDING 25,676
    LUTHERAN URBAN MISSION INITIATIVE INC8242 N GRANVILLE RD
    MILWAUKEE,WI53224
    N/A PC PROGRAM FUNDING 65,000
    ST MARK'S LUTHERAN CHURCH605 SPRUCE ST
    MADISON,WI53715
    N/A PC PROGRAM FUNDING 14,000
    Total ................................bullet 3b 222,576
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    SIEBERT LUTHERAN FOUNDATION INC
     
    Employer identification number

    39-6050046
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    SIEBERT LUTHERAN FOUNDATION INC
     
    Employer identification number
    39-6050046
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    KURT LORI BECHTHOLD
    9701 N COLUMBIA DR
     
    MEQUON, WI53092

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    KAMMERAIT FAMILY
    4022 W RAVENNA CT
     
    MEQUON, WI53092

    $ 15,750


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    WILLIAM AND CHRISTIE KRUGLER
    6012 N BERKELEY BLVD
     
    WHITEFISH BAY, WI53217

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    JULIE AND JAY VAN CLEAVE
    12850 ELMWOOD RD
     
    ELM GROVE, WI53122

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    BECHTHOLD FAMILY
    9701 N COLUMBIA DR
     
    MEQUON, WI53092

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    BRENDA SKELTON JIM BENDTSEN
    S90 W22795 MILWAUKEE AVE
     
    BIG BEND, WI53103

    $ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    SIEBERT LUTHERAN FOUNDATION INC
     
    Employer identification number
    39-6050046
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
    DENI MICHAEL NAUMANN
    1901 WATERBEND DR
     
    VERONA, WI53593

    $ 5,324


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    SIEBERT LUTHERAN FOUNDATION INC
     
    Employer identification number

    39-6050046
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    7
    10 SH ADOBE $ 5,291 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    SIEBERT LUTHERAN FOUNDATION INC
     
    Employer identification number

    39-6050046
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    SIEBERT LUTHERAN FOUNDATION INC
    EIN:
    39-6050046
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 69,676 62,708   6,968
    AUDIT FEES 8,000 7,200   800

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SIEBERT LUTHERAN FOUNDATION INC
    EIN:
    39-6050046
    Name of Stock End of Year Book Value End of Year Fair Market Value
    15,928 SH ADT INC 133,989 125,035
    4745 SH ACADIA HEALTHCARE 153,022 238,484
    6376 SH ADAPTHEALTH 104,478 239,483
    3616 SH AEROJET 168,620 191,106
    1822 SH ARAMARK 68,418 70,111
    4635 SH BRP GROUP 135,105 138,911
    7414 SH BLOOMIN 118,825 143,980
    2130 SH BRINKS 176,128 153,360
    4225 SH BUILDERS FIRSTSOURCE 95,981 172,422
    16,957 SH CNX RESOURCES 172,103 183,136
    1448 SH CARDLYTICS 86,523 206,731
    2555 SH CIENA CORP 97,857 135,032
    1695 SH CLEAN HBRS 86,375 128,990
    7261 SH CLEARWAY ENERGY 122,792 231,844
    21,665 SH CLOUDERA 270,902 301,360
    1488 SH CORESITE REALTY 167,874 186,417
    13,057 SH COVANTA HLDG 196,230 171,438
    496 SH CRACKER BARREL 46,629 65,432
    1792 SH CROWN HOLDINGS 114,428 179,558
    2149 SH DARLING INGREDIENTS 44,859 123,954
    1329 SH EAGLE MATERIALS 88,027 134,694
    1387 SH ENCOMPASS HEALTH 107,527 114,691
    553 SH EQUIFAX 58,868 106,641
    1676 SH EURONET WORLDWIDE 242,819 242,886
    1102 SH EVERBRIDGE 83,692 164,275
    4055 SH EVERQUOTE 180,136 151,454
    3012 SH FLIR SYSTEMS 155,867 132,016
    2287 SH FMC CORP 183,803 262,845
    2656 SH FIRST INTERSTATE BANKSYS 106,089 108,285
    3442 SH FIRST MERCHANTS CORP 124,712 128,765
    2526 SH FIRST SOLAR 144,055 249,872
    21,028 SH GRAFTECH INT'L 187,207 224,158
    1281 SH HANOVER GROUP 171,938 149,774
    1831 SH HASBRO 141,750 171,272
    451 SH J&J SNACK FOODS 67,073 70,072
    4007 SH KB HOME 82,778 134,315
    4232 SH LOUISANA PAC 104,476 157,303
    4129 SH MAXAR TECH 97,390 159,338
    5479 SH MEDALLIA 175,842 182,012
    538 SH MOLINA HEALTHCARE 74,225 114,422
    9582 SH MOSAIC CO 178,479 220,482
    1440 SH NEUROCRINE BIOSCIENCES 135,758 138,024
    6655 SH NEWELL BRANDS 137,160 141,286
    1387 SH NEWMONT CORP 54,905 83,067
    2829 SH NEXTERA ENERGY PARTNERS 144,004 189,684
    10,350 SH NUANCE COMM 138,632 456,332
    1461 SH OMNICELL 114,710 175,349
    8595 SH ON SEMICONDUCTOR 173,434 281,314
    6858 SH PBF ENERGY 217,428 48,692
    1891 SH PGT PARTNERS 77,098 142,298
    6378 SH PPL CORP 188,316 179,860
    4863 SH PRA GROUP 194,227 192,866
    6694 SH PARSLEY ENERGY 130,642 95,055
    1379 SH PROOFPOINT 170,295 188,109
    2256 SH QUANTA SVCS 83,592 162,477
    1738 SH REDFIN CORP 35,416 119,279
    1404 SH REINSURANCE GROUP 135,538 162,723
    3629 SH REXNORD 110,075 143,309
    663 SH SAREPTA THERAPEUTICS 74,963 113,035
    5326 SH SKECHERS 144,620 191,416
    5184 SH SKYWEST 253,964 208,967
    4370 SH SYNOVUS FINANCIAL 135,697 141,457
    3710 SH SYNEOS HEALTH 207,997 252,762
    5939 SH TCF FINANCIAL 204,152 219,862
    2175 SH TABULA RASA HEALTHCARE 124,199 93,177
    4203 SH TAYLOR MORRISON 83,628 107,807
    844 SH ULTRAGENYX PHARM 50,652 116,835
    1146 SH VALMONT IND 152,850 200,470
    5557 SH VIATRIS 163,069 104,138
    4579 SH VOYA 249,724 269,291
    3925 SH WESTERN DIGITAL 214,569 217,406
    2917 SH ZOGENIX 81,689 58,311
    4081 SH ALKERMES PLC 76,544 81,416
    10267 SH CLARIVATE PLC 172,845 305,033
    3673 SH ESSENT GROUP LTD 171,519 158,674
    6490 SH NORWEGIAN CRUISE LINE 214,547 165,041
    14,522 SH CNH INDUSTRIAL 116,513 186,462
    1975 SH COLLIERS INT'L 140,078 176,032
    16,019 SH FIRST BANKCORP PR 154,590 147,695
    593 SH GW PHARM 61,142 68,438
    22,966 SH KINROSS GOLD CORP 81,884 168,570
    1393 SH MASONITE INTL'L 84,653 136,987

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SIEBERT LUTHERAN FOUNDATION INC
    EIN:
    39-6050046
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    US BANK MM AT COST 1,572,275 1,572,275
    279,237 SH HARDING LOEVNER GLOBAL EQUITY AT COST 6,510,217 12,970,548
    593,809 SH MFS INSTL EQUITY FUND AT COST 8,660,412 18,194,324
    230,061 SH RBC EMERGING MARKETS FUND AT COST 3,000,000 3,328,988
    59,136 SH VANGUARD INSTL INDEX AT COST 11,810,815 19,601,655
    490,328 SH BAIRD ULTRASHORT INSTL AT COST 4,938,779 4,942,510
    659,973 SH BLACKROCK STRATEGIC INCOME FUND AT COST 6,699,920 6,843,919
    465,327 SH INVESCO INSTL AT COST 2,962,411 3,466,794
    1,967,679 SH JENNISON INSTL GROWTH AT COST 21,064,714 23,742,103
    1,195,119 SH WTC CTF CORE BOND AT COST 13,289,495 15,488,745

    TY 2020 LegalFeesSchedule
    Name:
    SIEBERT LUTHERAN FOUNDATION INC
    EIN:
    39-6050046
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - GENERAL 8,497 1,275   7,222


    TY 2020 OtherExpensesSchedule
    Name:
    SIEBERT LUTHERAN FOUNDATION INC
    EIN:
    39-6050046
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 13,987 2,098   11,889
    TELEPHONE 6,882 1,032   5,850
    OFFICE 28,863 4,329   24,534
    DUES 13,068 1,960   11,108
    MARKETING/COMMUNICATIONS 3,212 482   2,730
    IT NEW HARDWARE 1,057 159   898
    STRATEGIC PRIORITIES 73,687 11,053   62,634
    IT CONSULTING & UPGRADE 8,342 1,251   7,091
    SIEBERT SERVES 53,445 0   53,445
    LOSS ON DISPOSITION OF FIXED ASSETS 6,135 920   5,215


    TY 2020 OtherIncomeSchedule2
    Name:
    SIEBERT LUTHERAN FOUNDATION INC
    EIN:
    39-6050046
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITIES CLASS ACTION SETTLEMENTS 2,720 2,720 0
    GRANTS RETURNED TO ORG 8,425   8,425


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SIEBERT LUTHERAN FOUNDATION INC
    EIN:
    39-6050046
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 14,808 14,808   0
    CONSULTING FEES - INVESTMENTS 48,948 48,948   0
    MONEY MANAGER FEES 245,076 245,076   0
    CONSULTANTS - EXEMPT 1,200 0   1,200


    TY 2020 TaxesSchedule
    Name:
    SIEBERT LUTHERAN FOUNDATION INC
    EIN:
    39-6050046
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 270,000 0   0