Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
YOUTH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)11430 WEST NORTH AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53226
A Employer identification number

39-0945311
B Telephone number (see instructions)

(414) 778-4929
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,822,649
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) 53,765
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 57,416 57,416  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,770
b Gross sales price for all assets on line 6a 912,695
7 Capital gain net income (from Part IV, line 2)... 51,770
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........ 162,951 109,186  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,745 873   872
c Other professional fees (attach schedule).... 29,678 17,978   11,700
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,220 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 25,554 2,555   22,999
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,197 21,406   35,571
25 Contributions, gifts, grants paid....... 120,328 120,328
26 Total expenses and disbursements. Add lines 24 and 25 178,525 21,406   155,899
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,574
b Net investment income (if negative, enter -0-) 87,780
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 15,929 22,780 22,780
2 Savings and temporary cash investments......... 26,012 37,490 37,490
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,310 2,090 2,090
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,048,817 Click to see attachment
List of Attached Documents:
// Content
2,027,847
2,213,185
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
535,270
Click to see attachment
List of Attached Documents:
// Content
508,098
Click to see attachment
List of Attached Documents:
// Content
547,104
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,629,338 2,598,305 2,822,649
Liabilities 17 Accounts payable and accrued expenses.......... 15,509 50
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 15,509 50
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,078,559 2,090,157
25 Net assets with donor restrictions............ 535,270 508,098
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 2,613,829 2,598,255
30 Total liabilities and net assets/fund balances (see instructions). 2,629,338 2,598,305
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
2,613,829
2
Enter amount from Part I, line 27a .....................
2
-15,574
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,598,255
5
Decreases not included in line 2 (itemize) right arrow
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
2,598,255
Form 990-PF (2023)
Form 990-PF (2023)
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 SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 895,822   860,925 34,897
b 16,873     16,873
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       34,897
b       16,873
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 51,770
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
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 right arrow 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) 1 1,220
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,220
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 1,220
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,310
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 3,310
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,090
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,090 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowSCOTT BUSH Telephone no.right arrow (414) 778-4929

Located atright arrow11430 WEST NORTH AVENUEMILWAUKEEWI ZIP+4right arrow53226
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
JEAN DAUL PRESIDENT
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
SUSAN MULLER VICE PRESIDENT
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
SCOTT BUSH SECRETARY
5.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
DAVE KOLESARI TREASURER
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
LAURA STEELE ARTS CHAIR
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
SUZANNE HEAD SOCIAL SERVICES CHAIR
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
DR GAIL ZIEMAN EDUCATION CHAIR
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
SHEENA POLACHOWSKI FUNDRAISING CHAIR
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
DEBRA KAY DIRECTOR
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
PAUL NIKOLIC DIRECTOR
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
SUE DERBY DIRECTOR
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
ART SCHNEIDER DIRECTOR
1.00
0 0 0
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 IN 2023, THE YOUTH FOUNDATION AWARDED 82 GRANTS TO EXEMPT ORGANIZATIONS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE AND 9 COLLEGE SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. 120,328
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
2,145,648
b
Average of monthly cash balances.......................
1b
51,106
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,196,754
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
2,196,754
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,951
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,163,803
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
108,190
Part X
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 IX, line 6..................
1
108,190
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,220
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,220
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
106,970
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
106,970
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 XII, line 1 ...
7
106,970
Part XI
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
155,899
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
155,899
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 106,970
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 4,677
b From 2019...... 11,241
c From 2020......  
d From 2021...... 18,191
e From 2022...... 46,809
f Total of lines 3a through e ........ 80,918
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 155,899
a Applied to 2022, 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 2023 distributable amount..... 106,970
e Remaining amount distributed out of corpus 48,929
5 Excess distributions carryover applied to 2023. 0 0
(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 5 129,847
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
4,677
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
125,170
10 Analysis of line 9:
a Excess from 2019.... 11,241
b Excess from 2020....  
c Excess from 2021.... 18,191
d Excess from 2022.... 46,809
e Excess from 2023.... 48,929
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SCOTT BUSH
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
(414) 788-4929
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICANTS MUST COMPLETE THE YOUTH FOUNDATION'S APPLICATION FORM AND SUBMIT ALL REQUIRED DOCUMENTS INCLUDING A COPY OF THE APPLICANT'S IRS DETERMINATION LETTER; CURRENT FINANCIAL STATEMENTS; MOST RECENT AUDIT, REVIEW, OR COMPILATION REPORT; A PROJECT OR PROGRAM BUDGET; AND THE NAMES OF THE APPLICANT'S DIRECTORS OR TRUSTEES.
cAny submission deadlines:
DECEMBER 15TH, MARCH 15TH, JUNE 15TH, AND SEPTEMBER 15TH FOR THE RESPECTIVE GRANT CYCLES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE YOUTH FOUNDATION'S MISSION IS TO ASSIST AND PROMOTE THE WELFARE AND BETTERMENT OF CHILDREN AND YOUNG PEOPLE UP TO TWENTY-FIVE YEARS OF AGE THAT CONTRIBUTE TO THEIR PHYSICAL AND INTELLECTUAL DEVELOPMENT AND FORMATION OF CHARACTER. ALL GRANTS MADE BY THE YOUTH FOUNDATION MUST MEET THESE CRITERIA. ALL GRANT AWARDS ARE FOR A PERIOD OF ONE YEAR.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SCOTT BUSH
11430 WEST NORTH AVENUE
MILWAUKEE,WI53226
(414) 788-4929
bThe form in which applications should be submitted and information and materials they should include:
SCHOLARSHIP APPLICANTS MUST SUBMIT A HIGH SCHOOL OR COLLEGE TRANSCRIPT; A COPY OF ACT AND/OR SAT SCORES; THREE LETTERS OF RECOMMENDATIONS FROM A HIGH SCHOOL OR COLLEGE TEACHER, A MEMBER OF THE APPLICANT'S GENERAL COMMUNITY, AND A SOURCE OF APPLICANT'S CHOICE; AN ESSAY DESCRIBING ACADEMIC ACHIEVEMENT AND CAREER GOALS; A SUMMARY OF ANY COMMUNITY INVOLVEMENT AND EXTRA-CURRICULAR ACTIVITY; EVIDENCE OF THE COLLEGE APPLICATION; AND THE GREATER MILWAUKEE ASSOCIATION OF REALTORS MEMBERSHIP DATE AND YEAR.
cAny submission deadlines:
APRIL 1ST OF EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE CHILDREN OR GRANDCHILDREN OF A MEMBER OF THE GREATER MILWAUKEE ASSOCIATION OF REALTORS. THE MEMBER MUST HAVE MAINTAINED HIS/HER RELATIONSHIP WITH THE ASSOCIATION CONTINUOUSLY FOR AT LEAST THREE YEARS AND HIS/HER DUES MUST BE CURRENT. APPLICANTS MUST HAVE APPLIED TO AT LEAST ONE ACCREDITED TWO- OR FOUR-YEAR COLLEGE. APPLICANTS ARE ELIGIBLE EACH YEAR FOR ONE SCHOLARSHIP.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

FIRST STAGE

325 W WALNUT ST
MILWAUKEE,WI53212
NONE PC ARTS GRANT 1,000

WISCONSIN CONSERVATORY OF MUSIC

1584 N PROSPECT AVE
MILWAUKEE,WI53202
NONE PC ARTS GRANT 2,000

RENAISSANCE THEATERWORKS

158 N BROADWAY 5TH FL
MILWAUKEE,WI53202
NONE PC ARTS GRANT 1,000

KIDS FROM WISCONSIN

640 S 84TH ST
MILWAUKEE,WI53214
NONE PC ARTS GRANT 2,000

PIUS XI CATHOLIC HIGH SCHOOL

135 N 76TH ST
MILWAUKEE,WI53213
NONE PC EDUCATION 1,000

URBAN ECOLOGY CENTER

1500 E PARK PL
MILWAUKEE,WI53211
NONE PC EDUCATION 1,000

THE YOUTH AND FAMILY PROJECT INC

630 ELM ST
WEST BEND,WI53095
NONE PC SOCIAL SERVICES 2,000

ASSOCIATION FOR THE RIGHTS OF CITIZENS WITH HANDICAPS

419 FREDERICK ST
WAUKESHA,WI53186
NONE PC SOCIAL SERVICES 850

MILWAUKEE HOMELESS VETERANS INITIATIVE

6300 W NATIONAL AVE
WEST ALLIS,WI53214
NONE PC SOCIAL SERVICES 2,000

BLESSINGS IN A BACKPACK - WAUKESHA COUNTY

2010 SPRINGDALE RD
WAUKESHA,WI53186
NONE PC SOCIAL SERVICES 2,000

HUMANE ANIMAL WELFARE SOCIETY OF WAUKESHA COUNTY INC

701 NORTHVIEW RD
WAUKESHA,WI53188
NONE PC EDUCATION 1,560

ST THOMAS MORE HIGH SCHOOL

2601 E MORGAN AVE
MILWAUKEE,WI53207
NONE PC EDUCATION 1,000

LIFE NAVIGATORS

7203 W CENTER ST
WAUWATOSA,WI53210
NONE PC EDUCATION 500

VISION FORWARD

912 N HAWLEY RD
MILWAUKEE,WI53213
NONE PC EDUCATION 2,000

NEXT DOOR FOUNDATION

2545 N 29TH ST
MILWAUKEE,WI53210
NONE PC EDUCATION 2,000

COLLEGE POSSIBLE MILWAUKEE

1515 RIVERCENTER
MILWAUKEE,WI53212
NONE PC EDUCATION 2,000

EX FABULA

206 E SMITH ST
MILWAUKEE,WI53207
NONE PC ARTS GRANT 1,500

HMONG AMERICAN FRIENDSHIP ASSOCIATION INC

3824 W VLIET ST
MILWAUKEE,WI53208
NONE PC ARTS GRANT 1,000

ISLANDS OF BRILLIANCE INC

PO BOX 774
MILWAUKEE,WI53201
NONE PC ARTS GRANT 1,000

PINK UMBRELLA THEATER COMPANY

1660 N PROSPECT AVE 501
MILWAUKEE,WI53202
NONE PC ARTS GRANT 1,000

SCHAUER ARTS CENTER

147 N RURAL ST
HARTFORD,WI53027
NONE PC ARTS GRANT 1,000

WILD SPACE DANCE COMPANY

820 E KNAPP ST
MILWAUKEE,WI53202
NONE PC ARTS GRANT 1,000

ALL HANDS BOATWORKS INC

621 S 12TH ST
MILWAUKEE,WI53204
NONE PC EDUCATION 1,000

BICYCLE FEDERATION EDUCATION FOUNDATION OF WI

187 E BECHER ST STE B
MILWAUKEE,WI53207
NONE PC EDUCATION 1,000

CASA GUADALUPE EDUCATION CENTER

419 ROOSEVELT DR
WEST BEND,WI53090
NONE PC EDUCATION 500

GOOD FRIENDS INC

PO BOX 219
WALES,WI531830219
NONE PC EDUCATION 500

HEAR WISCONSIN

10243 W NATIONAL AVE
WEST ALLIS,WI53227
NONE PC EDUCATION 1,000

HUNGER TASK FORCE INC

5000 WEST ELECTRIC AVE
MILWAUKEE,WI53219
NONE PC EDUCATION 1,000

JUNIOR ACHIEVEMENT OF WISCONSIN INC

11111 W LIBERTY DR
MILWAUKEE,WI53224
NONE PC EDUCATION 500

LA CAUSA INC

413 W SCOTT ST
MILWAUKEE,WI53204
NONE PC EDUCATION 2,000

MILWAUKEE TENNIS & EDUCATION FOUNDATION

3000 N SHERMAN BLVD
MILWAUKEE,WI53202
NONE PC EDUCATION 500

RISEN SAVIOR LUTHERAN

9550 W BROWN DEER RD
MILWAUKEE,WI53224
NONE PC EDUCATION 500

SEEDS OF HEALTH

1445 S 32ND ST
MILWAUKEE,WI53215
NONE PC EDUCATION 1,000

ST MARCUS SCHOOL

2215 N PALMER ST
MILWAUKEE,WI53212
NONE PC EDUCATION 1,000

WISCONSIN HUMANE SOCIETY

4500 W WISCONSIN AVE
MILWAUKEE,WI53208
NONE PC EDUCATION 500

CHOSEN INC

400 TRAVIS LANE STE 30
WAUKESHA,WI53189
NONE PC SOCIAL SERVICES 1,000

COPS AND KIDS FOUNDATION

PO BOX 46
SUSSEX,WI53089
NONE PC SOCIAL SERVICES 1,000

CORE EL CENTRO

130 W BRUCE ST SUITE 300
MILWAUKEE,WI53204
NONE PC SOCIAL SERVICES 1,500

DOWN SYNDROME ASSOCIATION OF WISCONSIN INC

11709 W CLEAVELAND AVE STE 2
WEST ALLIS,WI53227
NONE PC SOCIAL SERVICES 1,000

HOPE CENTER INC

502 N EAST AVE
WAUKESHA,WI53186
NONE PC SOCIAL SERVICES 1,000

LIFE NAVIGATORS

7203 W CENTER ST
WAUWATOSA,WI53210
NONE PC EDUCATION 1,000

PEACE LEARNING CENTER

32224 N GORDON PL
MILWAUKEE,WI53212
NONE PC SOCIAL SERVICES 1,500

VARIETY- CHILDREN'S CHARITY OF WI

12425 KNOLL RD SUITE 120
ELM GROVE,WI53122
NONE PC SOCIAL SERVICES 1,500

LATINO ARTS INC

1028 SOUTH 9TH ST
MILWAUKEE,WI53204
NONE PC ARTS GRANT 1,500

ARTISTS WORKING IN EDUCATION (AWE)

4315 W VLIET ST
MILWAUKEE,WI53208
NONE PC ARTS GRANT 1,000

BLACK ARTS MKE

929 N WATER ST
MILWAUKEE,WI53202
NONE PC ARTS GRANT 1,500

RADIO MILWAUKEE

220 EAST PITTSBURGH AVE
MILWAUKEE,WI53204
NONE PC ARTS GRANT 1,500

JEWISH FAMILY SERVICES INC

1300 N JACKSON ST
MILWAUKEE,WI53202
NONE PC SOCIAL SERVICES 1,000

CHRISTIAN FAMILY SERVICES

W175 N11120 STONEWOOD DR
GERMANTOWN,WI53022
NONE PC SOCIAL SERVICES 2,000

PROFESSIONAL FIRE FIGHTERS OF WI CHARITABLE FOUNDATION INC

321 E MAIN ST STE 200
MADISON,WI537032813
NONE PC SOCIAL SERVICES 2,500

HOPE HOUSE OF MILWAUKEE

209 W ORCHARD ST
MILWAUKEE,WI53204
NONE PC SOCIAL SERVICES 1,000

MILWAUKEE RESCUE MISSION (MRM)

830 N 19TH ST
MILWAUKEE,WI53233
NONE PC SOCIAL SERVICES 1,000

CHOSEN INC

400 TRAVIS LANE STE 30
WAUKESHA,WI53189
NONE PC SOCIAL SERVICES 1,000

FRIENDS OF GRANT PARK

809 HAWTHORNE AVE
SOUTH MILWAUKEE,WI53172
NONE PC EDUCATION 600

ST ANTHONY SCHOOL MILWAUKEE

1727 S 9TH ST
MILWAUKEE,WI53204
NONE PC EDUCATION 1,500

MILWAUKEE ACADEMY OF SCIENCE

2000 W KILBOURN AVE
MILWAUKEE,WI53233
NONE PC EDUCATION 2,000

UNITED COMMUNITY CENTER (UCC)

1028 S 9TH ST
MILWAUKEE,WI53217
NONE PC EDUCATION 1,000

KINGDOM WORKERS

N19W24075 RIVERWOOD DR SUITE 200
WAUKESHA,WI53188
NONE PC EDUCATION 1,250

ELEVATE INC

N169W21005 MEADOW LN
JACKSON,WI53037
NONE PC EDUCATION 1,000

PROJECT CONCERN OF CUDAHY ST FRANCIS INC

PO BOX 100093
CUDAHY,WI53110
NONE PC EDUCATION 1,000

ABLE (AUDIO & BRAILLE LITERACY ENHANCEMENT)

803 W WELLS ST
MILWAUKEE,WI53233
NONE PC EDUCATION 1,000

ABOVE THE CLOUDS INC

2432 N TEUTONIA AVE 2
MILWAUKEE,WI53206
NONE PC ARTS GRANT 2,156

MARCUS PERFORMING ARTS CENTER

929 N WATER ST
MILWAUKEE,WI53202
NONE PC ARTS GRANT 1,500

CIVIC MUSIC ASSOCIATION OF MILWAUKEE

1345 N JEFFERSON ST 170
MILWAUKEE,WI53202
NONE PC ARTS GRANT 1,500

MILWAUKEE CHAMBER THEATRE

158 N BROADWAY
MILWAUKEE,WI53202
NONE PC ARTS GRANT 1,000

UPSTREAM ARTS INC

3501 CHICAGO AVE
MINNEAPOLIS,MN55407
NONE PC ARTS GRANT 1,500

NEXT ACT THEATRE

255 S WATER ST
MILWAUKEE,WI53204
NONE PC ARTS GRANT 1,500

BEST BUDDIES WISCONSIN (BBWI)

10425 W NORTH AVE SUIT 340
WAUWATOSA,WI53226
NONE PC SOCIAL SERVICES 2,000

FRIENDS WITH FOOD

713 N GRANDVIEW BLVD
WAUKESHA,WI53188
NONE PC SOCIAL SERVICES 4,500

SLEEP IN HEAVENLY PEACE INC

1560 ELDRIDGE AVE
TWIN FALLS,ID83301
NONE PC SOCIAL SERVICES 2,000

CHIX 4 A CAUSE

PO BOX 871
WEST BEND,WI53095
NONE PC SOCIAL SERVICES 1,000

NEIGHBORHOOD HOUSE OF MILWAUKEE INC

2819 W RICHARDSON PLACE
MILWAUKEE,WI53208
NONE PC EDUCATION 1,500

SHARP LITERACY

5775 GLEN PARK RD 202
MILWAUKEE,WI53209
NONE PC EDUCATION 1,000

GIRLS ON THE RUN OF SE WISCONSIN

5775 N GLEN PARK RD STE 203
MILWAUKEE,WI53209
NONE PC EDUCATION 1,000

AUTISM SOCIETY OF SOUTHEASTERN WISCONSIN

3720 N 124TH ST STE O
WAUWATOSA,WI53227
NONE PC EDUCATION 1,500

UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY

226 W VINE ST
MILWAUKEE,WI53212
NONE PC EDUCATION 1,426

ZOOLOGICAL SOCIETY OF MILWAUKEE

10005 W BLUEMOUND RD
MILWAUKEE,WI53226
NONE PC EDUCATION 1,000

SECUREFUTURES FOUNDATION

710 N PLANKINTON AVE STE 1400
MILWAUKEE,WI53203
NONE PC EDUCATION 1,500

CATHEDRAL CENTER

710 N PLANKINTON ST 803
MILWAUKEE,WI53203
NONE PC SOCIAL SERVICES 1,986

WISCONSIN ADAPTIVE SPORTS ASSOCIATION

715 TALON TRAIL
BROOKFIELD,WI53045
NONE PC SOCIAL SERVICES 5,000

LA CAUSA CRISIS NURSERY

522 W WALKER ST
MILWAUKEE,WI53204
NONE PC PRESIDENTS FUND 1,500

BETTY BRINN CHILDREN'S MUSEUM

929 E WISCONSIN AVE
MILWAUKEE,WI53202
NONE PC EDUCATION 1,000
LYDIA LAPORTE


N29 W26221 COACHMAN DR
PEWAUKEE,WI53072
NONE I SCHOLARSHIP 1,000
IAN GOLD


11308 PIONEER RD
CEDARBURG,WI53012
NONE I SCHOLARSHIP 1,000
RACHEL REINECKE


1050 HIGHLAND DR
ELM GROVE,WI53122
NONE I SCHOLARSHIP 1,000
KYLE DEDRICK


1625 STARK ST
KEWASKUM,WI53040
NONE I SCHOLARSHIP 1,000
ABIGAIL TASKER


310 E DEWEY ST
CASSVILLE,WI53806
NONE I SCHOLARSHIP 1,000
LAUREN LUTTGEN


2709 WEST HICKORY LN
MEQUON,WI53092
NONE I SCHOLARSHIP 1,000
ARIANNA LUNDA


11609 W SUNNYBROOK RD
FRANKLIN,WI53132
NONE I SCHOLARSHIP 1,000
TYLER TRANCHITA


3365 HOLLYWOOD LANE
BROOKFIELD,WI53045
NONE I SCHOLARSHIP 1,000
LAURA ZAUTNER


1517 PRIMROSE LN
WEST BEND,WI53090
NONE I SCHOLARSHIP 1,000
Total .................................right arrow 3a 120,328
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 57,416  
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 51,770  
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) .. 0 109,186 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
109,186
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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)
Yes
 
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
Yes
 
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
Yes
 
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
1c 13,000 GREATER MILWAUKEE ASSOCIATION OF REALTORS INC ADMINISTRATIVE SERVICES
1b(4) 0 GREATER MILWAUKEE ASSOCIATION OF REALTORS INC ADMINISTRATIVE SERVICES
1b(6) 0 GREATER MILWAUKEE ASSOCIATION OF REALTORS INC ADMINISTRATIVE SERVICES
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
GREATER MILWAUKEE ASSOCIATION OF REALTORS INC 501(C)(6) COMMON DIRECTORS
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
YOUTH FOUNDATION INC
EIN:
39-0945311
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,745 873   872

TY 2023 InvestmentsCorpStockSchedule
Name:
YOUTH FOUNDATION INC
EIN:
39-0945311
Name of Stock End of Year Book Value End of Year Fair Market Value
SECURITIES 2,027,847 2,213,185

TY 2023 OtherAssetsSchedule
Name:
YOUTH FOUNDATION INC
EIN:
39-0945311
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
BENEFICIAL INTEREST IN ALAN EISENBERG CHARITABLE TRUST 535,270 508,098 547,104


TY 2023 OtherExpensesSchedule
Name:
YOUTH FOUNDATION INC
EIN:
39-0945311
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 25,554 2,555   22,999


TY 2023 OtherProfessionalFeesSchedule
Name:
YOUTH FOUNDATION INC
EIN:
39-0945311
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 16,678 16,678   0
MANAGEMENT FEES 13,000 1,300   11,700


TY 2023 SubstantialContributorsSch
Name:
YOUTH FOUNDATION INC
EIN:
39-0945311
Name Address
ALAN D EISENBERG REVOCABLE TRUST
 
 
 


TY 2023 TaxesSchedule
Name:
YOUTH FOUNDATION INC
EIN:
39-0945311
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME 1,220 0   0