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
The Brookby Foundation
 
% KELLY JORGENSEN
Number and street (or P.O. box number if mail is not delivered to street address)1313 N Franklin Place Unit 2002
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Milwaukee, WI53202
A Employer identification number

38-3202330
B Telephone number (see instructions)

(262) 478-0629
C 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$49,609,859J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,193,535 1,193,535  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 566,026
b Gross sales price for all assets on line 6a 15,546,974
7 Capital gain net income (from Part IV, line 2)... 566,026
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
2,579 518  
12 Total. Add lines 1 through 11........ 1,762,140 1,760,079  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000     60,000
14 Other employee salaries and wages...... 42,042     42,042
15 Pension plans, employee benefits....... 18,000     18,000
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,951 5,976 0 5,975
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
138,912 138,912    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
61,770 21,142    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,657     8,657
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,984     12,941
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 354,316 166,030 0 147,615
25 Contributions, gifts, grants paid....... 3,112,645 3,112,645
26 Total expenses and disbursements. Add lines 24 and 25 3,466,961 166,030 0 3,260,260
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,704,821
b Net investment income (if negative, enter -0-) 1,594,049
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............. 311,900 136,350 136,350
2 Savings and temporary cash investments......... 1,670,189 496,919 496,919
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 arrow500,000
Less: allowance for doubtful accounts right arrow   500,000 500,000 500,000
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)....... 21,616,887 Click to see attachment
List of Attached Documents:
// Content
22,776,174 		38,951,967
c Investments—corporate bonds (attach schedule)....... 7,990,451 Click to see attachment
List of Attached Documents:
// Content
9,179,805 		9,230,379
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).......... 2,998,318 Click to see attachment
List of Attached Documents:
// Content
294,244 		294,244
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) 35,087,745 33,383,492 49,609,859
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 35,087,745 33,383,492
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 35,087,745 33,383,492
30 Total liabilities and net assets/fund balances (see instructions). 35,087,745 33,383,492
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
35,087,745
2
Enter amount from Part I, line 27a .....................
2
-1,704,821
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
568
4
Add lines 1, 2, and 3 ..........................
4
33,383,492
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,383,492
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 GREENLEAF TRUST P    
b K-1 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       518,352
b       47,674
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        
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 566,026
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 22,157
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  
3 Add lines 1 and 2........................... 3 22,157
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,157
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 23,748
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,748
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 18
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 6,573
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,573 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowMI
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 arrowHTTPS://BROOKBYFOUNDATION.ORG/
14
The books are in care ofright arrowKELLY JORGENSEN Telephone no.right arrow (616) 888-3210

Located atright arrow25 OTTAWA AVENUE SW SUITE 110GRAND RAPIDSMI ZIP+4right arrow49503
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
WENDY GREENEY PRESIDENT/SECRETARY
1.0 		0 0 0
1313 N Franklin Place
Unit 2002
MILWAUKEE,WI53202
PAUL GREENEY VICE PRESIDENT/TREASURER
30.0 		0 0 0
1313 N Franklin Place
Unit 2002
MILWAUKEE,WI53202
DANIEL GREENEY MANAGING DIRECTOR
40.0 		60,000 0 0
1313 N Franklin Place
Unit 2002
MILWAUKEE,WI53202
JONATHAN GREENEY BOARD TRUSTEE
1.0 		0 0 0
1313 N Franklin Place
Unit 2002
MILWAUKEE,WI53202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NICOLE LIGHTWINE PROGRAM OFFICER
22.0 		42,042 18,000  
3835 E LUNHAM AVE
CUDAHY,WI53110
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
45,189,019
b
Average of monthly cash balances.......................
1b
698,049
c
Fair market value of all other assets (see instructions)................
1c
794,244
d
Total (add lines 1a, b, and c).........................
1d
46,681,312
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
46,681,312
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
700,220
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,981,092
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,299,055
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
2,299,055
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
22,157
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,157
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,276,898
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,276,898
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,276,898
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
3,260,260
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,260,260
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 2,276,898
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 636,228
b From 2019...... 608,807
c From 2020......  
d From 2021...... 739,428
e From 2022...... 1,014,564
f Total of lines 3a through e ........ 2,999,027
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,260,260
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 2,276,898
e Remaining amount distributed out of corpus 983,362
5 Excess distributions carryover applied to 2023.    
(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 3,982,389
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		636,228
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,346,161
10 Analysis of line 9:
a Excess from 2019.... 608,807
b Excess from 2020....  
c Excess from 2021.... 739,428
d Excess from 2022.... 1,014,564
e Excess from 2023.... 983,362
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).)
NA
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.
NA
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:
THE BROOKBY FOUNDATION
1313 N Franklin Place 2002
MILWAUKEE,WI53202
(262) 478-0629
bThe form in which applications should be submitted and information and materials they should include:
GRANT REQUESTS ARE REVIEWED THREE (3) TIMES EACH YEAR. ALL GRANT REQUESTS SHALL BE INITIATED WITH A LETTER OF INQUIRY (LOI) USING THE ONLINE GRANT PORTAL. A REVIEW OF THE LOI WILL DETERMINE IF THE REQUEST ALIGNS WITH OUR GRANTMAKING STRATEGIES. LOI SHOULD BE SUBMITTED BY THE DATES BELOW, IN ACCORDANCE WITH OUR GRANT CYCLE. SPRING REVIEW IS RESTRICTED TO EDITH BLODGETT LEGACY FUND REQUESTS. ONLY FORMER BLODGETT FOUNDATION GRANTEES ARE ELIGIBLE TO APPLY DURING THE SPRING REVIEW CYCLE. NEW APPLICANTS ARE ONLY ELIGIBLE TO APPLY DURING THE SUMMER AND WINTER REVIEW CYCLES. APPLICANTS MAY REQUEST FUNDING ONCE PER CALENDAR YEAR. IF LOI IS APPROVED, A FULL APPLICATION WITH SUPPORTING DOCUMENTS WILL BE REQUESTED. APPLICANTS WILL BE NOTIFIED IF ANY ADDITIONAL INFORMATION IS REQUIRED PRIOR TO REVIEW MEETING.
cAny submission deadlines:
SPRING (BEFORE 2/15); SUMMER (BEFORE 5/15); WINTER (BEFORE 10/15)
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MAY REQUEST FUNDING ONCE PER CALENDAR YEAR
Form 990-PF (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

45TH PARALLEL

PO BOX 1227
PORTLAND,OR97212 		  PC CAPACITY BUILDING 30,000

ACLU OF WISCONSIN FOUNDATION

207 E BUFFALO STREET
SUITE 325
MILWAUKEE,WI53202 		  PC General Support 25,000

ALL CLASSICAL PORTLAND

211 SE CARUTHERS STREET
SUITE 200
PORTLAND,OR97214 		  PC International Children's Arts Network (ICAN) 20,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVENUE
SUITE 700
CHICAGO,IL60601 		  PC General Support 50,000

CIRCLE OF BLUE

800 W ELEVENTH STREET
TRAVERSE CITY,MI49684 		  PC General Support 25,000

CLEAN WISCONSIN

634 WEST MAIN STREET SUITE 300
MADISON,WI53703 		  PC Research and analysis support 35,000

DA BLODGETT - STJOHN'S

805 LEONARD STREET NE
GRAND RAPIDS,MI49503 		  PC Behavioral Health for Kids & Families in Crisis 30,000

DAIRY GRAZING APPRENTICESHIP

247606 GAD ROAD
MEDFORD,WI54451 		  PC Workforce training and development models to scale regenerative dairy grazing with integrity 160,000

ENVIRONMENTAL LAW & POLICY CENTER

35 EAST WACKER DRIVE SUITE 1600
CHICAGO,IL60601 		  PC Michigan-Based Environmental Advocacy 90,000

GATHERING WATERS WISCONSIN'S ALLIANCE FOR LAND TR

211 S PATERSON ST SUITE 270
MADISON,WI53703 		  PC General Operations Support for Wisconsin's Land Trusts 60,000

GRAND RAPIDS SYMPHONY

300 OTTAWA NW SUITE 100
GRAND RAPIDS,MI49503 		  PC Blue Lake Concert; Matching Challenge; & Mayflower Performance 164,512

GRAND TRAVERSE REGIONAL LAND CONSERVANCY

3860 N LONG LAKE RD
TRAVERSE CITY,MI49684 		  PC Accelerating Farmland and Water Quality Protection in Northwest Lower Michigan 50,000

GRANDVILLE AVENUE ARTS AND HUMANITIES

644 GRANDVILLE AVE SW
GRAND RAPIDS,MI49503 		  PC Music Programming at the Cook Arts Center 5,000

HARBOR DISTRICT INC

600 E GREENFIELD AVE
MILWAUKEE,WI53204 		  PC Environmental Programming 15,000

HOSPICE OF MICHIGAN

989 SPAULDING SE
ADA,MI49301 		  PC Hospice of Michigan Grief Support Services- West Michigan 10,000

HUNGER TASK FORCE INC

5000 W ELECTRIC AVE
WEST MILWAUKEE,WI53219 		  PC Hunger Task Force Emergency Food Program and COVID-19 Response 30,000

INTERLOCHEN CENTER FOR THE ARTS

PO BOX 199
INTERLOCHEN,MI49643 		  PC West Michigan Student Scholarships, Interlochen Public Radio (IPR): Science and Conservation Journalism 50,000

LEELANAU CONSERVANCY

105 N FIRST ST
LEELAND,MI49654 		  PC FRIENDS OF FARMING & PALMER WOODS ADDITION 100,000

MEQUON NATURE PRESERVE INC

8200 W COUNTY LINE ROAD
MEQUON,WI53097 		  PC 3 year fellowship 33,333

METROPOLITAN YOUTH SYMPHONY

4800 SW MACADAM AVE SUITE 105
PORTLAND,OR97239 		  PC Music Access and Coaching Program 10,000

MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION

3029 MILLER ROAD
ANN ARBOR,MI48103 		  PC General Support 75,000

MILWAUKEE RIVERKEEPER

600 E GREENFIELD AVE
MILWAUKEE,WI53204 		  PC GENERAL SUPPORT 60,000

MILWAUKEE WATER COMMONS

1836 W FOND DU LAC AVE
MILWAUKEE,WI53205 		  PC 2023 Water School 10,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		  PC Restoring Florida's Coral Reef 75,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW SUITE 700
WASHINGTON,DC20001 		  PC Membership outreach to support Great Lakes restoration 15,000

NATURAL RESOURCES FOUNDATION OF WISCONSIN

PO BOX 2317
MADISON,WI53701 		  PC Recovering Wisconsin's Native Prairies 15,000

NEIGHBORHOOD HOUSE OF MILWAUKEE

2819 W RICHARDSON PLACE
MILWAUKEE,WI53208 		  PC Lead & Learn Conservation Corps 5,000

OREGON SYMPHONY

921 SW WASHINGTON ST STE 200
PORTLAND,OR97205 		  PC General Support 500,000

PEABODY INSTITUTE OF THE JOHNS HOPKINS UNIVERSITY

1 EAST MOUNT VERNON PLACE
BALTIMORE,MD21202 		  PC Student and Program Support at the Peabody Conservatory 60,000

PLANNED PARENTHOOD OF MICHIGAN

950 VICTORS WAY SUITE 100
ANN ARBOR,MI48108 		  PC Making Proud Choices - Grand Rapids, Wyoming, and Kentwood 15,000

PORTLAND JAPANESE GARDEN

611 SW KINGSTON AVE
PORTLAND,OR97205 		  PC Path to Peace 50,000

RIVEREDGE NATURE CENTER

4458 COUNTY HWY Y
SAUKVILLE,WI53080 		  PC Expanding the Scientist in Residence Partnership to Provide Equitable Access 40,000

SIXTEENTH STREET COMMUNITY HEALTH CENTERS

1337 S CESAR CHAVEZ DRIVE
MILWAUKEE,WI53204 		  PC The Scientist and Artist in You: After-School and Summer Camp 15,000

SO PERCUSSION

20 GRAND AVE
205
BROOKLYN,NY11205 		  PC Summer Institute, New Work Development Program 50,000

URBAN ECOLOGY CENTER

1500 E PARK PL
MILWAUKEE,WI53211 		  PC General Support 190,000

UWM FOUNDATION INC

1440 E NORTH AVE
MILWAUKEE,WI53202 		  PC Brookby Scholarships in Water Literacy and Great Lakes Research Vessel 205,000

WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL

1007 LAKE DRIVE SE
GRAND RAPIDS,MI49506 		  PC "Where is my Watershed?" A Request for Resources and Equipment 7,000

WISCONSIN CONSERVATION VOICES

133 S BUTLER ST
MADISON,WI53703 		  PC General Support 70,000

WISCONSIN DEMOCRACY CAMPAIGN

203 S PATERSON ST
MADISON,WI53703 		  PC General Support 10,000

WISCONSIN WETLANDS ASSOCIATION

214 N HAMILTON ST
SUITE 201
MADISON,WI53703 		  PC Communicating the importance of wetlands for landscape and community well-being 5,000

WUWM-MILWAUKEE'S NPR

111 E WISCONSIN AVE
STE 700
MILWAUKEE,WI53202 		  PC WUWM ENVIRONMENTAL REPORTING INITIATIVE 20,000

YWCA WEST CENTRAL MICHIGAN

25 SHELDON AVE SE
GRAND RAPIDS,MI49503 		  PC YWCA Nurse Examiner Program 20,000

AMERICAN FRIENDS SERVICE

1501 CHERRY STREET
PHILADELPHIA,PA19102 		  PC General Support 200

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		  PC General Support 100

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		  PC General Support 1,500

ARBOR DAY FOUNDATION

211 N 12TH STREET
LINCOLN,NE68508 		  PC General Support 200

ASPCA

424 E 92ND ST
NEW YORK,NY101286804 		  PC General Support 100

BELOIT COLLEGE

700 COLLEGE ST BOX 45
BELOIT,WI53511 		  PC Tuition Awards & Environmental Experience Grant(s) To Grow Able & Passionate Environmental Stewards 50,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD
KANAB,UT847415000 		  PC General Support 100

BIRCH CREEK MUSIC PERFORMANCE CENTER

3821 COUNTY RD E
EGG HARBOR,WI54209 		  PC General Support 200

BRIGHT FOCUS FOUNDATION

22512 GATEWAY CENTER DRIVE
CLARKSBURG,MD20871 		  PC General Support 200

CENTER FOR SCIENCE IN THE PUBLIC INTEREST

1220 L ST NW SUITE 300
WASHINGTON,DC20005 		  PC General Support 100

CLIMATE CHANGE COALITION OF DOOR COUNTY

PO BOX 812
STURGEON BAY,WI54235 		  PC General Support 500

COLLEGE POSSIBLE

755 PRIOR AVENUE NORTH SUITE 210
SAINT PAUL,MN55104 		  PC General Support 200

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  PC General Support 1,500

ELEPHANT SANCTUARY

PO BOX 393
HOHENWALD,TN38462 		  PC General Support 200

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		  PC General Support 500

FINCA INTERNATIONAL

1201 15TH STREET NW 8TH FLOOR
WASHINGTON,DC20005 		  PC General Support 200

FRESHWATER FUTURE

PO BOX 2479
PETOSKEY,MI49770 		  PC General Support 500

FRIENDS OF THE KAL-HAVEN TRAIL

PO BOX 191
BLOOMINGDALE,MI49026 		  PC General Support 200

GENTLE GIANTS DRAFT HORSE RESCUE

17250 OLD FREDERICK ROAD
MOUNT AIRY,MD21771 		  PC General Support 100

GLAUCOMA RESEARCH FOUNDATION

251 POST STREET SUITE 600
SAN FRANCISCO,CA94108 		  PC General Support 100

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE NW SUITE 2
ATLANTA,GA30303 		  PC General Support 200

HOMES FOR OUR TROOPS

6 MAIN ST
TAUNTON,MA02780 		  PC General Support 200

HORIZON HOME CARE HOSPICE

11400 W LAKE PARK DR
MILWAUKEE,WI53224 		  PC General Support 500

HUMAN RIGHTS WATCH

350 FIFTH AVENUE 34TH FLOOR
NEW YORK,NY101183299 		  PC General Support 300

HUMANE SOCIETY INTERNATIONAL

1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037 		  PC General Support 200

INNOCENCE PROJECT INC

40 WORTH STREET SUITE 701
NEW YORK,NY10013 		  PC General Support 500

INTERNATIONAL CRANE FOUNDATION

PO BOX 447
BARABOO,WI53913 		  PC General Support 200

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BLVD SUITE 1500
LOS ANGELES,CA90025 		  PC General Support 1,500

INTERNATIONAL PLANNED PARENTHOOD FEDERATION

125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY100384730 		  PC General Support 500

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY101681289 		  PC General Support 1,500

LEAGUE OF WOMEN VOTERS EDUCATION FUND

PO BOX 11036
LEWISTON,ME042439405 		  PC General Support 500

LUPUS FOUNDATION NEW ENGLAND

40 SPEEN STREET SUITE 101
FRAMINGHAM,MA017011898 		  PC General Support 100

MILWAUKEE RESCUE MISSION

830 N 19TH ST
MILWAUKEE,WI53233 		  PC General Support 1,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011 		  PC General Support 200

NEU LIFE COMMUNITY DEVELOPMENT

2014 W NORTH AVE
MILWAUKEE,WI53205 		  PC General Support 200

OCEAN CONSERVANCY

1300 19TH STREET NW 8TH FLOOR
WASHINGTON,DC20036 		  PC General Support 200

ORBIS INTERNATIONAL

520 8TH AVENUE 12TH FLOOR
NEW YORK,NY10018 		  PC General Support 400

PARALLEL 45

PO BOX 1829
TRAVERSE CITY,MI496851829 		  PC General Support 200

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038 		  PC General Support 1,000

PLANNED PARENTHOOD OF WISCONSIN INC

302 N JACKSON STREET
MILWAUKEE,WI53202 		  PC General Support 1,000

PROJECT HOPE

255 CARTER HALL LANE
MILWOOD,VA22646 		  PC General Support 1,000

PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY

962 WAYNE AVE SUITE 610
SILVER SPRING,MD209104453 		  PC General Support 500

SAVE THE CHILDREN

501 KINGS HWY E - SUITE 400
FAIRFIELD,CT06825 		  PC General Support 1,500

SESAME WORKSHOP

PO BOX 21609
NEW YORK,NY10087 		  PC General Support 100

SMILE TRAIN

PO BOX 96231
WASHINGTON,DC200906231 		  PC General Support 200

SOJOURNER FAMILY PEACE CENTER

619 W WALNUT ST
MILWAUKEE,WI53212 		  PC General Support 500

TECHNOSERVE

1120 19TH STREET NW 8TH FLOOR
WASHINGTON,DC20036 		  PC General Support 200

THE CARTER CENTER

453 FREEDOM PARKWAY
ATLANTA,GA30307 		  PC General Support 300

THE NATURE CONSERVANCY WI

633 WEST MAIN STREET
MADISON,WI53703 		  PC General Support 500

UNITED PERFORMING ARTS FUND

301 W WISCONSIN AVE 600
MILWAUKEE,WI53203 		  PC General Support 300

USA FOR UNHCR

1310 L ST NW STE 450
WASHINGTON,DC20005 		  PC General Support 1,500

WISCONSIN HUMANE SOCIETY

4500 WEST WISCONSIN AVENUE
MILWAUKEE,WI53208 		  PC General Support 500

WORLD WITHOUT HATE

PO BOX 601461
DALLAS,TX75360 		  PC General Support 500

CHAMBER MUSIC NORTHWEST

2300 SW 1ST AVE
SUITE 103
PORTLAND,OR97201 		  PC Chamber Music Northwest 2021-22 Season 15,000

FRIENDS OF LAKESHORE STATE PARK

500 N HARBOR DRIVE
MILWAUKEE,WI53202 		  PC General Support 200

INLAND SEAS EDUCATION ASSOCIATION

100 DAME ST
218
SUTTONS BAY,MI49682 		  PC Place-Based Education Teacher Support 30,000

LEAGUE OF WOMEN VOTERS OF WISCONSIN

612 W MAIN ST STE 200
MADISON,WI53703 		  PC General Support 15,000

MICHIGAN CIVIC EDUCATION FUND

28342 DARTMOUTH ST
MADISON HEIGHTS,MI48071 		  PC General Support 75,000

NATIONAL AUDUBON SOCIETY

225 VARICK ST 7TH FL
NEW YORK,NY10014 		  PC General Support 200

PHOENIX SOCIETY FOR BURN SURVIVORS

525 OTTAWA AVENUE NORTHWEST
GRAND RAPIDS,MI49503 		  PC Empowering Burn Survivors to Achieve Their Potential 6,000

TROUT UNLIMITED

1777 N KENT STREET
SUITE 100
ARLINGTON,VA22209 		  PC Scaling EnviroDIY Monitoring and Engagement across the Great Lakes 40,000

VIRUNGA FUND INC

724 18TH ST S
ARLINGTON,VA22202 		  PC General Support 500

BRIDGE MAGAZINE

4100 N DIXBORO RD
ANN ARBOR,MI48105 		  PC GENERAL SUPPORT 500

CONSERVATION RESOURCE ALLIANCE

10850 E TRAVERSE HWY 1180
TRAVERSE CITY,MI49684 		  PC Acceleration Farmland and Water Quality Protection in Northwest Lower Michigan 50,000

CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS ROAD
ITHICA,NY14850 		  PC GENERAL SUPPORT 500

FOREST HOME CEMETERY

2405 W FOREST HOME AVE
MILWAUKEE,WI53215 		  PC GENERAL SUPPORT 500

FRIENDS OF BAHIA HONDA

PO BOX 430403
BIG PINE KEY,FL33043 		  PC GENERAL SUPPORT 1,000

GENERATIONS AHEAD

3962 N THREE MILE ROAD
TRAVERSE CITY,MI49686 		  PC GENERAL SUPPORT 200

GRAND RAPIDS CIVIC THEATRE

30 DIVISION AVE N
GRAND RAPIDS,MI49503 		  PC Scholarship Funding 10,000

THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY101634777 		  PC general support 300

MIDWEST ENVIRONMENTAL ADVOCATES INC

612 W MAIN STREET
MADISON,WI53703 		  PC DEFENDING ENVIRONMENTAL HEALTH & WATER QUALITY: THE PEOPLE'S VOICE 10,000

NETWORK FOR GOOD FRIENDS OF SAGUARO NATIONAL PARK

2700 N KINNEY ROAD
TUSCON,AZ85743 		  PC GENERAL SUPPORT 500

NORTHWEST MICHIGAN SUPPORTIVE HOUSING

3588 VETERANS DR 1
TRAVERSE CITY,MI49684 		  PC GENERAL SUPPORT 500

PORTLAND STATE UNIVERSITY FOUNDATION

PO BOX 243 SUITE 730
PORTLAND,OR972070243 		  PC Summer Percussion Academy 6,000

SAFE STREETS BALTIMORE (DBA ASSOCIATED CATHOLIC)

320 CATHEDRAL ST
BALTIMORE,MD21201 		  PC GENERAL SUPPORT 200

SANDY HOOK PROMISE

PO BOX 3489
NEWTON,CT06470 		  PC GENERAL SUPPORT 200

SEEDS

PO BOX 2454
TRAVERSE CITY,MI49685 		  PC Engaging the Public and Inspiring Change Through Environmental Art 15,000

CAMP BLODGETT

528 BRIDGE ST NW 6
GRAND RAPIDS,MI49504 		  PC The Empowerment Experience 25,000

Action for the Climate Emergency

4676 Broadway Suite A
Boulder,CO80304 		  PC General Support 50,000

Aldo Leopold Foundation Inc

E13701 Levee Road
Baraboo,WI53913 		  PC Electrifying a Land Ethic 10,000

Blandford Nature Center

1715 Hillburn Ave NW
Grand Rapids,MI49504 		  PC "Second Nature Campaign" - The Highlands 75,000

Blue Lake Public Radio

300 E Crystal Lake Rd
Twin Lake,MI49457 		  PC Grand Rapids Symphony Benefit Concert for Blue Lake Public Radio 4,000

Grand Traverse Community Foundation

223 Lake Avenue Suite B
TRAVERSE CITY,MI49684 		  PC General Support 1,000

IN OUR OWN VOICE NATIONAL BLACK WOMAN'S

1012 14TH ST NW
WASHINGTON DC,DC20005 		  PC General Support 200

INTERNATIONAL FUND FOR ANIMAL WELFARE

1400 16TH ST NW SUITE 510
WASHINGTON DC,DC20036 		  PC GENERAL SUPPORT 200

MOTHERING JUSTICE

607 SHELBY ST 7TH FLOOR 903
DETROIT,MI48226 		  PC GENERAL SUPPORT 200

OPERA GRAND RAPIDS

1320 EAST FULTON
GRAND RAPIDS,MI49503 		  PC COMMUNITY TICKETS PROGRAM 5,000

RIVER REVITALIZATION FOUNDATION

2134 N RIVERBOAT RD
MILWAUKEE,WI53212 		  PC Riverine-Tern Internship Program 15,000

Third Angle New Music

PO BOX 28225
Portland,OR97228 		  PC General Support 5,000

THE BOTANIC GARDEN AT THE HISTORIC BARNS PARK

PO BOX 1247
TRAVERSE CITY,MI49685 		  PC Expanding Organizational Capacity for Year-Round Programming 19,500

WILDLIFE DIRECT

921 PENNSYLVANIA AVE SE SUITE 308
WASHINGTON,DC20003 		  PC GENERAL SUPPORT 500

WORLD CENTRAL KITCHEN

200 Massachusetts Ave NW 7TH Floor
WASHINGTON,DC20001 		  PC GENERAL SUPPORT 2,000

Associated Scientists at Woods Hole

289 HATCHVILLE RD
Woods Hole,MA02536 		  PC GENERAL SUPPORT 500

Brigham and Women's Hospital

340 TURNPIKE STREET
CANTON,MA02021 		  PC GENERAL SUPPORT 200

Conservation Law Foundation

62 Summer Street
Boston,MA02110 		  PC GENERAL SUPPORT 500

Digital Arts Film & Television

PO BOX 1442
Royal Oak,MI48068 		  PC GENERAL SUPPORT 15,000

Advance Community

1911 West Earll Drive
Phoenix,AZ85015 		  PC GENERAL SUPPORT 500

Organizing Empowerment Fund

PO BOX 288
McFarland,WI53558 		  PC GENERAL SUPPORT 25,000

Safe Harbor of Grand Traverse

PO BOX 403
Traverse City,MI49685 		  PC GENERAL SUPUPORT 500

South East Asia Rescue Coalition and Haven

PO BOX 3374
Walnut Creek,CA94598 		  PC GENERAL SUPPORT 500

Lung Cancer Research Foundation

501 7TH AVENUE SUITE 230
NEW YORK,NY10018 		  PC GENERAL SUPPORT 300

UNITED TO BEAT MALARIA

1750 Pennsylvania Ave Ste 300
WASHINGTON,DC20006 		  PC GENERAL SUPPORT 200
Total .................................right arrow 3a 3,112,645
bApproved for future payment

45th Parallel
PO BOX 1227
Portland,OR97212 		  PC CAPACITY BUILDING 0

Mequon Nature Preserve Inc
8200 W COUNTY LINE ROAD
MEQUON,WI53097 		  PC 3 year fellowship 0

Urban Ecology Center
1500 E PARK PL
MILWAUKEE,WI53211 		  PC GENERAL SUPPORT 0

Grand Traverse Regional Land Conservancy
3860 N LONG LAKE RD
TRAVERSE CITY,MI49684 		  PC Accelerating Farmland and Water Quality Protection in Northwest Lower Michigan 0

Leelanau Conservancy
105 N FIRST ST
LEELAND,MI49654 		  PC FRIENDS OF FARMING & PALMER WOODS ADDITION 0

Wisconsin Conservation Voices
133 S BUTLER ST
MADISON,WI53703 		  PC GENERAL SUPPORT 0
Total ................................. right arrow 3b 583,334
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 1,193,535  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 2,579  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 566,026  
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) ..   1,762,140  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,762,140
(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.
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:
The Brookby Foundation
EIN:
38-3202330
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,951 5,976   5,975

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

TY 2023 DepreciationSchedule
Name:
The Brookby Foundation
EIN:
38-3202330
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
The Brookby Foundation
EIN:
38-3202330
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 9,179,805 9,230,379

TY 2023 InvestmentsCorpStockSchedule
Name:
The Brookby Foundation
EIN:
38-3202330
Name of Stock End of Year Book Value End of Year Fair Market Value
SECURITIES 22,776,174 38,951,967

TY 2023 InvestmentsOtherSchedule2
Name:
The Brookby Foundation
EIN:
38-3202330
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BGLP PARTNERSHIP INTEREST AT COST 294,244 294,244

TY 2023 OtherExpensesSchedule
Name:
The Brookby Foundation
EIN:
38-3202330
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LIMITED PARTNERSHIP EXPENSES 1,485     1,485
MEMBERSHIPS 4,790     4,790
OFFICE EXPENSES 928     928
PAYROLL PROCESSING FEES 358     358
UTILITIES 561     561
MISCELLANEOUS 4,862     4,819


TY 2023 OtherIncomeSchedule2
Name:
The Brookby Foundation
EIN:
38-3202330
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
TAX EXEMPT K-1 INCOME 2,061    
OTHER K-1 INCOME 518 518  


TY 2023 OtherIncreasesSchedule
Name:
The Brookby Foundation
EIN:
38-3202330
Description Amount
PRIOR PERIOD ADJUSTMENT 568


TY 2023 OtherProfessionalFeesSchedule
Name:
The Brookby Foundation
EIN:
38-3202330
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 138,912 138,912    


TY 2023 TaxesSchedule
Name:
The Brookby Foundation
EIN:
38-3202330
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 21,142 21,142    
EXCISE TAXES 26,500      
PAYROLL TAXES 14,128