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
ANON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)777 E WISCONSIN AVE FL 40
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202
A Employer identification number

39-1771579
B Telephone number (see instructions)

(414) 297-5786
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$18,965,391J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 233,907 233,907  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 216,968
b Gross sales price for all assets on line 6a 216,968
7 Capital gain net income (from Part IV, line 2)... 216,968
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
229,145 229,145  
12 Total. Add lines 1 through 11........ 680,020 680,020  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 220,000 0   220,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
34,408 0   34,408
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,000 1,500   1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
86,079 86,079   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,046 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
103,206 101,862   85
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 457,739 189,441   255,993
25 Contributions, gifts, grants paid....... 1,847,177 1,847,177
26 Total expenses and disbursements. Add lines 24 and 25 2,304,916 189,441   2,103,170
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,624,896
b Net investment income (if negative, enter -0-) 490,579
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.............      
2 Savings and temporary cash investments......... 395,154 217,923 217,923
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,149,436 Click to see attachment
List of Attached Documents:
// Content
12,683,352 		13,099,533
c Investments—corporate bonds (attach schedule)....... 636,507 Click to see attachment
List of Attached Documents:
// Content
583,142 		565,465
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).......... 5,943,864 Click to see attachment
List of Attached Documents:
// Content
6,103,199 		5,082,470
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,124,961 19,587,616 18,965,391
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
25 Net assets with donor restrictions............    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 21,124,961 19,587,616
29 Total net assets or fund balances (see instructions)..... 21,124,961 19,587,616
30 Total liabilities and net assets/fund balances (see instructions). 21,124,961 19,587,616
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
21,124,961
2
Enter amount from Part I, line 27a .....................
2
-1,624,896
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
87,551
4
Add lines 1, 2, and 3 ..........................
4
19,587,616
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
19,587,616
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 PUBLICLY TRADED SECURITIES      
b K-1 CAPITAL GAINS 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 210,582     210,582
b 6,386     6,386
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       210,582
b       6,386
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 2 216,968
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 6,819
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 6,819
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 6,819
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 314
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 7,867
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,867 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. ...............................
10
 
No
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 arrowFOLEY LARDNER LLP Telephone no.right arrow (414) 297-5786

Located atright arrow777 E WISCONSIN AVE FL 40MILWAUKEEWI ZIP+4right arrow53202
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)
Yes
 
(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
 
No
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
HERBERT L BILSKY CO-TTEE/EMPLOYEE
40.00 		220,000 0 0
777 E WISCONSIN AVE STE 3500
MILWAUKEE,WI53092
WAYNE R LUEDERS CO-TRUSTEE
2.00 		0 0 0
777 E WISCONSIN AVE STE 3500
MILWAUKEE,WI53202
HARRIS J TURER CO-TRUSTEE
2.00 		0 0 0
777 E WISCONSIN AVE STE 3500
MILWAUKEE,WI53202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
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
PEGASUS PARTNERS INVESTMENT MANAGEMENT 75,739
1333 W TOWNE SQ RD
MEQUON,WI53092
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  
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
13,559,974
b
Average of monthly cash balances.......................
1b
178,952
c
Fair market value of all other assets (see instructions)................
1c
5,082,470
d
Total (add lines 1a, b, and c).........................
1d
18,821,396
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
18,821,396
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
282,321
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,539,075
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
926,954
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
926,954
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,819
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,819
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
920,135
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
920,135
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
920,135
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
2,103,170
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
2,103,170
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 7 920,135
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...... 680,862
b From 2019...... 1,069,738
c From 2020...... 911,321
d From 2021...... 940,619
e From 2022...... 1,109,130
f Total of lines 3a through e ........ 4,711,670
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,103,170
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..... 920,135
e Remaining amount distributed out of corpus 1,183,035
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 5,894,705
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) ... 		680,862
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,213,843
10 Analysis of line 9:
a Excess from 2019.... 1,069,738
b Excess from 2020.... 911,321
c Excess from 2021.... 940,619
d Excess from 2022.... 1,109,130
e Excess from 2023.... 1,183,035
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:
FOLEY LARDNER
777 E WISCONSIN AVENUE
MILWAUKEE,WI53202
(414) 297-5786
bThe form in which applications should be submitted and information and materials they should include:
LETTER STATING DESCRIPTION OF AGENCY, SUMMARY OF PROJECT, AND EVIDENCE THAT APPLICANT IS AN IRC 509 PUBLIC CHARITY
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ONLY FOR SCIENTIFIC, LITERARY, EDUCATIONAL, OR RELIGIOUS PURPOSES TO A 509(A)(1), (2), OR (3) CHARITY.
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

ABCD

5775 N GLEN PARK RD SUITE 201
MILWAUKEE,WI53209 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

ABILITY CENTERWISCONSIN AVENUE PARK

10300 W WISCONSIN AVE
WAUWATOSA,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 17,000

ABLE- AUDIO & BRAILLE LITERACY ENHANCEMENT

803 W WELLS ST
MILWAUKEE,WI53233 		N/A PC UNRESTRICTED CHARITABLE GRANT 6,000

ACTS HOUSING

2414 W VLIET ST
MILWAUKEE,WI53205 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

AFP SOUTHEASTERN WISCONSIN CHAPTER

PO BOX 510846
NEW BERLIN,WI53151 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

ALL-IN MILWAUKEE

135 W WELLS ST
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 47,500

ALZHEIMER'S ASSN - SOUTHEAST WISCONSIN CHAPTER

620 S 76TH ST
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

AMERICAN LUNG ASSOCIATION

13100 W LISBON ROAD SUITE 700
BROOKFIELD,WI53005 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

AURORA HEALTH CARE FOUNDATION - PENCE FUND

950 N 12TH ST SUITE A511
MILWAUKEE,WI53233 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

BECKUM-STAPLETON LITTLE LEAGUE INC

911 W BROWN ST
MILWAUKEE,WI53205 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

BETTY BRINN CHILDREN'S MUSEUM

929 E WISCONSIN AVE
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 8,500

BEYOND VISION

1540 S 108TH ST
WEST ALLIS,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

BIG BROTHERSBIG SISTERS

788 N JEFFERSON ST SUITE 600
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

BIZSTARTS

1555 N RIVERCENTER DR
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

BOYS & GIRLS CLUB - FOR SOREF SCHOLARSHIP FUND

1558 N 6TH ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 29,877

BOYS & GIRLS CLUB - READY CENTER POWERED BY THE MILWAUKEE ADMIRALS PROGRAM

1558 N 6TH ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 125,000

BOYS & GIRLS CLUB

1558 N 6TH ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

BREWERS COMMUNITY FOUNDATION

1 BREWERS WAY
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

CENTER FOR DEAF-BLIND PERSONS

8306 W LINCOLN AVE
WEST ALLIS,WI53219 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,000

CHARLES KUBLY FOUNDATION

1341 W MEQUON RD SUITE 220
MEQUON,WI53092 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

CHILDREN'S WISCONSIN FOUNDATION

PO BOX 1997
MILWAUKEE,WI53201 		N/A PC UNRESTRICTED CHARITABLE GRANT 80,000

CITY ON A HILL

2224 W KILBOURN AVE
MILWAUKEE,WI53233 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

COA YOUTH & FAMILY CENTERS

909 E NORTH AVE
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

COLLEGE POSSIBLE

1515 N RIVERCENTER DR SUITE 105
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

COMMUNITY ADVOCATES

728 N JAMES LOVELL ST
MILWAUKEE,WI53233 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

COMMUNITY SMILES DENTAL

210 NW BARSTOW STREET SUITE 305
WAUKESHA,WI53188 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

CRISTO REY HIGH SCHOOL

1818 W NATIONAL AVE
MILWAUKEE,WI53204 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

DASH PROJECT

500 S 84TH STREET
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

DISCOVERY WORLD

500 N HARBOR DR
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

DR HOWARD FULLER COLLEGIATE ACADEMY

4030 N 29TH ST
MILWAUKEE,WI53216 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

EMPLOY MILWAUKEE INC

2342 NORTH 27TH STREET
MILWAUKEE,WI53210 		N/A PC UNRESTRICTED CHARITABLE GRANT 4,800

FIRST STAGE MILWAUKEE-ANNUAL SUPPORT

325 W WALNUT ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

FLORENTINE OPERA COMPANY

205 W HIGHLAND AVE SUITE 201
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

FOREVER FALLUCCA FOUNDATION

3301 W CANAL ST
MILWAUKEE,WI53208 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

FRIENDS OF BOERNER BOTANICAL GARDENS

9400 BOERNER DR
HALES CORNERS,WI53130 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

GIGI'S PLAYHOUSE

8685 N PORT WASHINGTON RD
MILWAUKEE,WI53217 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

GIRL SCOUTS OF WISC - SOUTHEAST

131 S 69TH ST
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

GRAND AVENUE CLUB

210 E MICHIGAN ST
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

HARRY & ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER

6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		N/A PC UNRESTRICTED CHARITABLE GRANT 85,000

HEAR WISCONSIN

10243 W NATIONAL AVE
WEST ALLIS,WI53227 		N/A PC UNRESTRICTED CHARITABLE GRANT 12,500

HISTORIC HAYMARKET MILWAUKEE

235 E MICHIGAN ST
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

HOLOCAUST EDUCATION RESOURCE CENTER (HERC)

1360 N PROSPECT AVENUE
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

HOMETOWN HEROES

1000 BADGER CIR
GRAFTON,WI53024 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

HOPE HOUSE OF MILWAUKEE

209 W ORCHARD ST
MILWAUKEE,WI53204 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

HUMANE ANIMAL WELFARE SOCIETY (HAWS)

701 NORTHVIEW RD
WAUKESHA,WI53188 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

HUNGER TASK FORCE

201 S HAWLEY CT
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

JOURNEY HOUSE

2110 W SCOTT ST
MILWAUKEE,WI53204 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

JUNIOR ACHIEVEMENT OF WISCONSIN INC

11111 WEST LIBERTY DRIVE
MILWAUKEE,WI53224 		N/A PC UNRESTRICTED CHARITABLE GRANT 12,000

KATHY'S HOUSE

9101 W DOYNE AVE
MILWAUKEE,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

KESEM UW MADISON

333 E CAMPUS MALL RM 104
MADISON,WI53715 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

KINSHIP COMMUNITY FOOD CENTER

2610 N MARTINLUTHER KINGJRDRIVE
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

LAD LAKE

3801 N 88TH ST
MILWAUKEE,WI53222 		N/A PC UNRESTRICTED CHARITABLE GRANT 8,500

LIFE NAVIGATORS

7203 W CENTER ST
WAUWATOSA,WI53210 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

LITERACY SERVICES OF WI

555 N PLANKINTON AVE
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

LUTHERAN SOCIAL SERVICES OF WISCONSIN

6737 W WASHINGTON ST SUITE 2275
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 6,000

MAKE-A-WISH WISCONSIN

11020 W PLANK CT SUITE 200
WAUWATOSA,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 39,000

MALAIKA EARLY LEARNING CENTER

125 W AUER AVENUE
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

MARCUS PERFORMING ARTS CENTER

929 S WATER ST
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

MCC SCHOLARS FOUNDATION INC

8000 N RANGE LINE RD
RIVER HILLS,WI53217 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,750

META HOUSE

2625 N WEIL ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

MIDWEST ATHLETES AGAINST CHILDHOOD CANCER INC (MACC FUND)

10000 W INNOVATION DR SUITE 135
MILWAUKEE,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

MILWAUKEE ACADEMY OF SCIENCE

2000 W KILBOURN AVE
MILWAUKEE,WI53233 		N/A PC UNRESTRICTED CHARITABLE GRANT 35,000

MILWAUKEE ADMIRALS POWER PLAY FOUNDATION

510 W KILBOURN AVE
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 20,000

MILWAUKEE AIR & WATER SHOW

PO BOX 370364
MILWAUKEE,WI53237 		N/A PC UNRESTRICTED CHARITABLE GRANT 4,500

MILWAUKEE ART MUSEUM

700 N ART MUSEUM DR
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,500

MILWAUKEE COLLEGE PREP

1228 W LLOYD ST
MILWAUKEE,WI53205 		N/A PC UNRESTRICTED CHARITABLE GRANT 40,000

MILWAUKEE COUNTY HISTORICAL SOCIETY

910 N DR MARTIN LUTHER KING JR
DRIVE
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

MILWAUKEE HOMELESS VETERANS INITIATIVE (MHVI)

6300 W NATIONAL AVE
WEST ALLIS,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 1,500

MILWAUKEE INSTITUTE OF ART & DESIGN

273 E ERIE ST
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

MILWAUKEE JEWISH FEDERATION

1360 N PROSPECT AVE SUITE 1
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 100,000

MILWAUKEE JEWISH FREE LOAN ASSN

409 E SILVER SPRING DR
MILWAUKEE,WI53217 		N/A PC UNRESTRICTED CHARITABLE GRANT 18,500

MILWAUKEE JEWISH MUSEUM

1360 N PROSPECT AVENUE
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

MILWAUKEE JR ADMIRALS

500 S 84TH STREET
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 50,000

MILWAUKEE PUBLIC LIBRARY FOUNDATION

814 W WISCONSIN AVE
MILWAUKEE,WI53233 		N/A PC UNRESTRICTED CHARITABLE GRANT 8,500

MILWAUKEE PUBLIC MUSEUM

800 W WELLS ST
MILWAUKEE,WI53233 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

MILWAUKEE REPERTORY THEATER

108 E WELLS ST
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,500

MILWAUKEE SCHOOL OF ENGINEERING

1025 N BROADWAY
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 8,000

MILWAUKEE SYMPHONY ORCHESTRA

212 W WISCONSIN AVE
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

MILWAUKEE TENNIS & EDUCATION FOUNDATION

3000 N SHERMAN BLVD
MILWAUKEE,WI53210 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

MILWAUKEE WORLD FESTIVAL INC (SUMMERFEST)

639 E SUMMERFEST PL
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

MILWAUKEE YOUTH SYMPHONY ORCHESTRA

325 W WALNUT ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

MKE URBAN STABLES INC

143 E LINCOLN AVE
MILWAUKEE,WI53207 		N/A PC UNRESTRICTED CHARITABLE GRANT 75,000

OZAUKEE YOUTH HOCKEY ASSOCIATION

5505 W PIONEER RD
MEQUON,WI53097 		N/A PC UNRESTRICTED CHARITABLE GRANT 6,000

PATHFINDERS

4200 N HOLTON ST SUITE 400
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

PENFIELD CHILDREN'S CENTER

833 N 26TH ST
MILWAUKEE,WI53233 		N/A PC UNRESTRICTED CHARITABLE GRANT 12,500

PLAYWORKS WISCONSIN

3600 W PIERCE ST
MILWAUKEE,WI53215 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

PREVENT BLINDNESS WISCONSIN - GOLF OUTING CELEBRITY WAITERS

731 N JACKSON ST SUITE 405
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

PROJECT RETURN

2821 VEL R PHILLIPS AVE SUITE 223
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 8,000

RACINE KIWANIS BASEBALL

1648 N MEMORIAL DR
RACINE,WI53404 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,500

SCHLITZ AUDUBON NATURE CENTER

1111 E BROWN DEER RD
MILWAUKEE,WI53217 		N/A PC UNRESTRICTED CHARITABLE GRANT 6,000

SECURE FUTURES

710 N PLANKINTON AVE SUITE 1400
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 22,000

SEEDS OF HEALTH INC

1445 S 32ND ST
MILWAUKEE,WI53215 		N/A PC UNRESTRICTED CHARITABLE GRANT 17,500

SHARP LITERACY INC

5775 N GLEN PARK RD SUITE 202
MILWAUKEE,WI53209 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

SILVER SPRING NEIGHBORHOOD CENTER

5460 N 64TH ST
MILWAUKEE,WI53218 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

SOJOURNER FOUNDATION

619 W WALNUT ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 16,000

SPECIAL SPACES WISCONSIN

1256 CAPITAL DR
PEWAUKEE,WI53072 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

ST ANN CENTER

2801 E MORGAN AVE
MILWAUKEE,WI53207 		N/A PC UNRESTRICTED CHARITABLE GRANT 8,000

ST FRANCIS CHILDREN'S CENTER

6700 N PORT WASHINGTON RD
MILWAUKEE,WI53217 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

ST MARCUS SCHOOL

2215 N PALMER ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

STEM FORWARD

1025 N BROADWAY
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

TEENS GROW GREENS

322 E MICHIGAN ST SUITE 204
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

UNITED COMMUNITY CENTERBRUCE GUALDALUPE SCHOOL

1028 S 9TH ST
MILWAUKEE,WI53204 		N/A PC UNRESTRICTED CHARITABLE GRANT 30,000

UNITED PERFORMING ARTS FUND - ANNUAL CAMPAIGN

301 W WISCONSIN AVE SUITE 600
MILWAUKEE,WI53203 		N/A PC UNRESTRICTED CHARITABLE GRANT 15,000

UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY

225 W VINE ST
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

URBAN ECOLOGY CENTER

1500 E PARK PL
MILWAUKEE,WI53211 		N/A PC UNRESTRICTED CHARITABLE GRANT 5,000

UW MILWAUKEE FOUNDATION

1440 EAST NORTH AVENUE
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 25,000

UW MILWAUKEE GRADUATE SCHOOL

3203 N DOWNER AVE
MILWAUKEE,WI53211 		N/A PC UNRESTRICTED CHARITABLE GRANT 12,500

VETSNET

6317 W GREENFIELD AVE
WEST ALLIS,WI53214 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000

WAR MEMORIAL CENTER

750 N LINCOLN MEMORIAL DR
MILWAUKEE,WI53202 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

WHITEFISH BAY CIVIC FOUNDATION

5300 N MARLBOROUGH DRIVE
WHITEFISH BAY,WI53217 		N/A PC UNRESTRICTED CHARITABLE GRANT 2,750

WI HUMANE SOCIETY

4500 W WISCONSIN AVE
MILWAUKEE,WI53208 		N/A PC UNRESTRICTED CHARITABLE GRANT 8,000

WISCONSIN INSTITUTE FOR DISCOVERY

330 N ORCHARD ST
MADISON,WI53715 		N/A PC UNRESTRICTED CHARITABLE GRANT 7,500

WWIBIC

1533 N RIVERCENTER DR
MILWAUKEE,WI53212 		N/A PC UNRESTRICTED CHARITABLE GRANT 13,500

YMCA MIRACLE LEAGUE OF MILWAUKEE

9050 N SWAN RD
MILWAUKEE,WI53224 		N/A PC UNRESTRICTED CHARITABLE GRANT 10,000

ZOOLOGICAL SOCIETY OF MILWAUKEE

10005 W BLUEMOUND RD
MILWAUKEE,WI53226 		N/A PC UNRESTRICTED CHARITABLE GRANT 3,000
Total .................................right arrow 3a 1,847,177
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 ....     14 233,907  
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 ............ 		    18 216,968  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 ACTIVITY 		    14 56,427  
bFREEPORT FIRST LIEN LOAN FUND     14 104,848  
cGOLUB CAPITAL PARTNERS     14 67,870  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 680,020 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
680,020
(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)
 
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.
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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:
ANON CHARITABLE TRUST
EIN:
39-1771579
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,000 1,500   1,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BOND FUNDS 583,142 565,465

TY 2023 InvestmentsCorpStockSchedule
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 6,625,800 6,762,167
MUTUAL FUNDS 6,057,552 6,337,366

TY 2023 InvestmentsOtherSchedule2
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN LANDMARK FUND III LP AT COST 699,995 699,995
AREOF III PARALLEL A REIT AIV FEEDER LP AT COST 15,774 15,774
BAYPINE CAPITAL PARTNERS FUND I-A LP AT COST 393,701 393,701
FREEPORT FIRST LIEN LOAN FUND III (OFFSHORE) LP AT COST 1,888,148 874,766
GOLUB CAPITAL PARTNERS INTERNATIONAL 11 LP AT COST 584,646 577,299
GREAT HILL EQUITY PARTNERS V LP AT COST 423,387 423,387
GRYPHON PARTNERS VI-A LP AT COST 735,690 735,690
ROARK CAPITAL PARTNERS V (TE) LP AT COST 770,949 770,949
ARES US REAL ESTATE OPPORTUNITY PARALLEL FUND III-A LP AT COST 287,883 287,883
AREOF III PARALLEL A DREIT AIV FEEDER II LP AT COST 29,276 29,276
AREOF III PARALLEL A DREIT AIV FEEDER LP AT COST 23,142 23,142
GEMS FUND 6 INT'L, LP AT COST 250,608 250,608

TY 2023 LegalFeesSchedule
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 34,408 0   34,408


TY 2023 OtherExpensesSchedule
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
K-1 ACTIVITY 103,121 101,862   0
BANK WIRE FEES 85 0   85


TY 2023 OtherIncomeSchedule2
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 ACTIVITY 56,427 56,427 56,427
FREEPORT FIRST LIEN LOAN FUND 104,848 104,848 104,848
GOLUB CAPITAL PARTNERS 67,870 67,870 67,870


TY 2023 OtherIncreasesSchedule
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Description Amount
TIMING DIFFERENCES 87,551


TY 2023 OtherProfessionalFeesSchedule
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 86,079 86,079   0


TY 2023 TaxesSchedule
Name:
ANON CHARITABLE TRUST
EIN:
39-1771579
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 11,046 0   0