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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 08-01-2022 , and ending 07-31-2023
Name of foundation
RALPH EVINRUDE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)411 E WISCONSIN AVENUE 2400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202
A Employer identification number

39-6040256
B Telephone number (see instructions)

(414) 277-5000
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$18,621,998J 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 21,488 21,488  
4 Dividends and interest from securities... 343,386 343,386  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -254,561
b Gross sales price for all assets on line 6a 7,210,095
7 Capital gain net income (from Part IV, line 2)...  
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
3,630 3,595  
12 Total. Add lines 1 through 11........ 113,943 368,469  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,000      
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
22,204 2,220   19,984
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,947 80,947    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,000      
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 list of attachments
List of Attached Documents:
// Content
779 483   296
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 195,930 83,650   20,280
25 Contributions, gifts, grants paid....... 928,000 928,000
26 Total expenses and disbursements. Add lines 24 and 25 1,123,930 83,650   948,280
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,009,987
b Net investment income (if negative, enter -0-) 284,819
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 20,008 73,287 73,287
2 Savings and temporary cash investments......... 1,209,231 826,850 826,850
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) 96,473 95,887 91,429
b Investments—corporate stock (attach schedule)....... 12,947,038 12,218,071 16,522,487
c Investments—corporate bonds (attach schedule)....... 1,003,975 1,054,912 982,945
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).......... 88,797 84,463 125,000
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) 15,365,522 14,353,470 18,621,998
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
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........ 15,365,522 14,353,470
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 15,365,522 14,353,470
30 Total liabilities and net assets/fund balances (see instructions). 15,365,522 14,353,470
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
15,365,522
2
Enter amount from Part I, line 27a .....................
2
-1,009,987
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,355,535
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,065
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,353,470
Form 990-PF (2022)
Form 990-PF (2022)
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 P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,210,095   7,464,656 -254,561
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -254,561
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 -254,561
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 -254,561
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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 3,959
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 3,959
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 3,959
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 18,152
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,152
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
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 14,193
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow14,193 Refundedright arrow 11  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPAUL J TILLEMAN Telephone no.right arrow (414) 277-5845

Located atright arrow411 E WISCONSIN AVENUE STE 2400MILWAUKEEWI ZIP+4right arrow532024428
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 2022, 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
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
PAUL J TILLEMAN PRES/DIR
10.00 		50,000    
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI532024428
JOHN W DANIELS JR VP/SECR/DIR
3.00 		16,000    
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI532024428
ANN M MURPHY TREAS/DIR
3.00 		16,000    
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI532024428
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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 (2022)
Form 990-PF (2022)
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
16,270,753
b
Average of monthly cash balances.......................
1b
1,243,861
c
Fair market value of all other assets (see instructions)................
1c
125,000
d
Total (add lines 1a, b, and c).........................
1d
17,639,614
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
 
3
Subtract line 2 from line 1d.........................
3
17,639,614
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
264,594
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,375,020
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
868,751
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
868,751
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,959
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,959
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
864,792
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
864,792
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
864,792
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
948,280
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
948,280
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 864,792
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 156,112
b From 2018...... 193,889
c From 2019...... 231,106
d From 2020...... 10,391
e From 2021...... 54,163
f Total of lines 3a through e ........ 645,661
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 948,280
a Applied to 2021, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 864,792
e Remaining amount distributed out of corpus 83,488
5 Excess distributions carryover applied to 2022.    
(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 5 729,149
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		156,112
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		573,037
10 Analysis of line 9:
a Excess from 2018.... 193,889
b Excess from 2019.... 231,106
c Excess from 2020.... 10,391
d Excess from 2021.... 54,163
e Excess from 2022.... 83,488
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
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:
PAUL J TILLEMAN
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI53202
(414) 277-5845
bThe form in which applications should be submitted and information and materials they should include:
LETTER OF APPLICATION SETTING FORTH THE PROGRAM OR PROJECT FOR WHICH THE GRANT IS SOUGHT ENCLOSING BROCHURES OR OTHER MATERIAL, BUDGET INFORMATION, C/IRS 501(C)(3) EXEMPTION LETTER, LIST OF BOARD OF DIRECTORS.
cAny submission deadlines:
QUARTERLY: JANUARY 31, APRIL 30, JULY 31, OCTOBER 31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOCUS IS ON GREATER MILWAUKEE, WI; NO INDIVIDUAL GRANTS; NO SCHOLARSHIPS.
Form 990-PF (2022)
Form 990-PF (2022)
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
ALVERNO COLLEGE


3401 S 39TH STREET
MILWAUKEE,WI53234 		N/A PC THEA BOWMAN INSTITUTE FOR EXCELLENCE AND LEADERSHIP 10,000
ARTS AT LARGE INC


1100 S 5TH ST
MILWAUKEE,WI53204 		N/A PC GENERAL PROGRAM SUPPORT 7,500
ASSET BUILDERS OF AMERICA INC


1213 N SHERMAN AVENUE 195
MADISON,WI53704 		N/A PC GENERAL OPERATING SUPPORT 15,000
BENEDICT CENTER INC


1849 N DR MARTIN LUTHER KING DR
MILWAUKEE,WI53212 		N/A PC GENERAL PROGRAM SUPPORT 5,000
BETHESDA COMMUNITY SENIOR CITIZENS


2845 W FOND DU LAC AVENUE
MILWAUKEE,WI53210 		N/A PC GENERAL OPERATING SUPPORT 5,000
BIG BROTHERS BIG SISTERS OF METRO M


788 N JEFFERSON ST SUITE 600
MILWAUKEE,WI53202 		N/A PC GENERAL OPERATING SUPPORT 5,000
CITY YEAR INC


287 COLUMBUS AVENUE
BOSTON,MA02116 		N/A PC GENERAL OPERATING SUPPORT 7,500
DR TERENCE N THOMAS SCHOLARSHIP FUN


3612 N MARTIN LUTHER KING JR DR
MILWAUKEE,WI53212 		N/A PC SCHOLARSHIP SUPPORT 15,000
FELLOWSHIP OPEN INC


411 EAST WISCONSIN AVENUE STE 2350
MILWAUKEE,WI53202 		N/A PC FELLOWSHIP OPEN EVENT 25,000
FIRST STAGE MILWAUKEE INC


325 W WALNUT ST
MILWAUKEE,WI53212 		N/A PC COMMUNITY PARTNERSHIP PROGRAM 6,000
HUNGER TASK FORCE OF MILWAUKEE INC


201 S HAWLEY CT
MILWAUKEE,WI53214 		N/A PC GENERAL OPERATING SUPPORT 5,000
JEWISH FAMILY SERVICES INC


1300 N JACKSON ST
MILWAUKEE,WI53202 		N/A PC OLDER ADULT PROGRAMMING 5,000
JOHN MICHAEL KOHLER ARTS CENTER INC


608 NEW YORK AVE
SHEBOYGAN,WI53081 		N/A PC GENERAL OPERATING SUPPORT 10,000
JUNIOR ACHIEVEMENT OF WISCONSIN INC


11111 W LIBERTY DRIVE
MILWAUKEE,WI53224 		N/A PC GENERAL OPERATING SUPPORT 5,000
LEGAL AID SOCIETY OF MILWAUKEE


728 N JAMES LOVELL ST
MILWAUKEE,WI53233 		N/A PC GENERAL OPERATING SUPPORT 5,000
LITERACY SERVICES OF WISCONSIN INC


555 N PLANKINTON AVE
MILWAUKEE,WI53203 		N/A PC OPPORTUNITIES PATHWAYS PROGRAM 5,000
LUTHERAN HOME FOUNDATION


7500 W NORTH AVE
MILWAUKEE,WI53213 		N/A PC CAPITAL CAMPAIGN 10,000
MEQUON NATURE PRESERVE INC


8200 W COUNTY LINE RD
MEQUON,WI53097 		N/A PC GENERAL PROGRAM SUPPORT 7,500
META HOUSE


2625 N WEIL ST
MILWAUKEE,WI53212 		N/A PC CAPITAL CAMPAIGN 40,000
MILWAUKEE BALLET COMPANY INC


128 N JACKSON ST
MILWAUKEE,WI53202 		N/A PC GENERAL OPERATING SUPPORT 5,000
MILWAUKEE HABITAT FOR HUMANITY


3726 NORTH BOOTH STREET
MILWAUKEE,WI53212 		N/A PC GENERAL OPERATING SUPPORT 5,000
MILWAUKEE REPERTORY THEATER INC


108 EAST WELLS STREET
MILWAUKEE,WI53202 		N/A PC READING READINESS PROGRAM, CAPITAL CAMPAIGN 10,000
MILWAUKEE RESCUE MISSION


830 N 19TH ST
MILWAUKEE,WI53233 		N/A PC JOY HOUSE 10,000
MILWAUKEE SYMPHONY ORCHESTRA INC


1101 N MARKET STREET STE 100
MILWAUKEE,WI53202 		N/A PC ARTS IN COMMUNITY EDUCATION PROGRAM 10,000
MILWAUKEE YOUTH SYMPHONY ORCHESTRA


325 W WALNUT ST
MILWAUKEE,WI53212 		N/A PC GENERAL OPERATING SUPPORT, TOUR 12,500
NEIGHBORHOOD HOUSE OF MILWAUKEE INC


2819 W RICHARDSON PL
MILWAUKEE,WI53208 		N/A PC GENERAL OPERATING SUPPORT 5,000
NEXT DOOR FOUNDATION INC


2545 N 29TH ST
MILWAUKEE,WI53210 		N/A PC GENERAL PROGRAM SUPPORT, CAMPUS RENOVATION PROJECT 10,000
CITY FORWARD COLLECTIVE


700 W VIRGINIA ST STE 604
MILWAUKEE,WI53204 		N/A PC GENERAL PROGRAM SUPPORT 20,000
PREVENT BLINDNESS WISCONSIN INC


731 N JACKSON STREET STE 405
MILWAUKEE,WI53202 		N/A PC GENERAL OPERATING SUPPORT 5,000
RUACH INC


6815 W CAPITOL DRIVE STE 302
MILWAUKEE,WI53216 		N/A PC GENERAL OPERATING SUPPORT 5,000
SOJOURNER FOUNDATION INC


619 W WALNUT STREET
MILWAUKEE,WI53212 		N/A PC GENERAL OPERATING SUPPORT 7,500
ST AUGUSTINE PREPARATORY ACADEMY


2607 SOUTH 5TH STREET
MILWAUKEE,WI53207 		N/A PC GENERAL OPERATING SUPPORT 15,000
ST MARCUS FOUNDATION INC


2215 N PALMER ST
MILWAUKEE,WI53212 		N/A PC HARAMBEE CAMPUS RENOVATIONS, INCREASE EDUCATIONAL ACHIEVEMENT 20,000
STEM FORWARD INC


1300 W CANAL STREET
MILWAUKEE,WI53233 		N/A PC GENERAL OPERATING SUPPORT 5,000
TEEN CHALLENGE INTL INC MILWAUKEE W


9236 W APPLETON AVE
MILWAUKEE,WI53225 		N/A PC GENERAL OPERATING SUPPORT 5,000
CATHEDRAL CENTER INC


845 N VAN BUREN ST
MILWAUKEE,WI53202 		N/A PC GENERAL OPERATING SUPPORT 5,000
THE FRIENDSHIP CIRCLE INC


8649 N PORT WASHINGTON RD
FOX POINT,WI53217 		N/A PC GENERAL OPERATING SUPPORT 10,000
UNITED COMMUNITY CENTER INC


1028 S 9TH ST
MILWAUKEE,WI53204 		N/A PC EXPANSION OF THE BRUCE-GUADALUPE SCHOOL 15,000
UNITED PERFORMING ARTS FUND INC


301 W WISCONSIN AVE SUITE 600
MILWAUKEE,WI53203 		N/A PC ANNUAL CAMPAIGN 10,000
UNITED WAY OF GREATER MILWAUKEE WAU


225 WEST VINE ST
MILWAUKEE,WI53212 		N/A PC ANNUAL CAMPAIGN 50,000
ZOOLOGICAL SOCIETY OF MILWAUKEE COU


10005 W BLUEMOUND RD
MILWAUKEE,WI53226 		N/A PC GENERAL OPERATING SUPPORT 10,000
MILWAUKEE PUBLIC LIBRARY FOUNDATION


814 WEST WISCONSIN AVENUE
MILWAUKEE,WI53233 		N/A PC GENERAL OPERATING SUPPORT 10,000
RADIO MILWAUKEE INC


220 E PITTSBURGH AVENUE
MILWAUKEE,WI53204 		N/A PC GRACE WEBER'S MUSIC LAB 5,000
RENAISSANCE THEATERWORKS INC


158 N BROADWAY SUITE 500
MILWAUKEE,WI53202 		N/A PC GENERAL OPERATING SUPPORT 5,000
UWM FOUNDATION INC


1440 E NORTH AVE
MILWAUKEE,WI53202 		N/A PC WUWM 89.7 7,500
WISCONSIN CONSERVATORY OF MUSIC INC


1584 N PROSPECT AVE
MILWAUKEE,WI53202 		N/A PC CONSERVATORY CONNECTIONS PROGRAM 10,000
WISCONSIN HUMANE SOCIETY


4500 W WISCONSIN AVE
MILWAUKEE,WI53208 		N/A PC GENERAL OPERATING SUPPORT 5,000
ST FRANCIS CHILDREN'S CENTER INC


6700 N PORT WASHINGTON RD
MILWAUKEE,WI53217 		N/A PC GENERAL OPERATING SUPPORT 5,000
UWM FOUNDATION INC


1440 E NORTH AVE
MILWAUKEE,WI53202 		N/A PC GRADUATE STUDENT EXCELLENCE FUND 10,000
SHARP LITERACY INC


5775 N GLEN PARK ROAD SUITE 202
MILWAUKEE,WI53209 		N/A PC GENERAL OPERATING SUPPORT 7,500
MILWAUKEE AREA TECH COLLEGE FDN INC


700 WEST STATE STREET S214
MILWAUKEE,WI53233 		N/A PC JOE & ELLEN CHECOTA SCHOLARSHIP PROGRAM 40,000
MILWAUKEE JEWISH FEDERATION INC


1360 NORTH PROSPECT AVENUE
MILWAUKEE,WI53202 		N/A PC HOLOCAUST EDUCATION RESOURCE CENTER 10,000
HISTORIC MILWAUKEE INC


235 E MICHIGAN ST
MILWAUKEE,WI53202 		N/A PC GENERAL OPERATING SUPPORT 5,000
CITY ON A HILL INC


2224 W KILBOURN AVE
MILWAUKEE,WI53233 		N/A PC LITERACY PROGRAM 5,000
SAFE SOUND INC


801 W MICHIGAN ST
MILWAUKEE,WI53233 		N/A PC GENERAL OPERATING SUPPORT 10,000
URBAN ECOLOGY CENTER INC


1500 E PARK PLACE RIVERSIDE PARK
MILWAUKEE,WI53211 		N/A PC NEIGHBORHOOD ENVIROMENTAL EDUCATION PROJECT 5,000
MOUNT MARY UNIVERSITY INC


2900 N MENOMONEE RIVER PKWY
MILWAUKEE,WI53222 		N/A PC GRACE SCHOLARS PROGRAM 10,000
MILWAUKEE URBAN LEAGUE


435 W NORTH AVE
MILWAUKEE,WI53212 		N/A PC GALA EVENT/LAPTOP AND SCHOLARSHIP PROGRAM 10,000
DISCOVERY WORLD LTD


500 NORTH HARBOR DRIVE
MILWAUKEE,WI53202 		N/A PC GENERAL OPERATING SUPPORT 5,000
ST THOMAS MORE HIGH SCHOOL


2601 EAST MORGAN AVENUE
MILWAUKEE,WI53207 		N/A PC CAREER EDUCATION PROGRAM 5,000
RUNNING REBELS COMMUNITY ORGANIZATI


225 W CAPITOL DR
MILWAUKEE,WI53212 		N/A PC GENERAL OPERATING SUPPORT 5,000
MILWAUKEE CENTER FOR INDEPENDENCE I


2020 W WELLS STREET
MILWAUKEE,WI53233 		N/A PC BEHAVIORAL HEALTH SERVICES FOR CHILDREN 10,000
PEARLS FOR TEEN GIRLS INC


1805 N MARTIN LUTHER KING JR DRIVE
MILWAUKEE,WI53212 		N/A PC GENERAL OPERATING SUPPORT 10,000
MILWAUKEE INSTITUTE OF ART DESIGN I


273 EAST ERIE STREET
MILWAUKEE,WI53202 		N/A PC DIGITAL EQUIPMENT 10,000
HOPE CENTER INC


502 N EAST EVENUE
WAUKESHA,WI53186 		N/A PC GENERAL OPERATING SUPPORT 4,000
BLACK ARTS MKE INC


929 NORTH WATER STREET 4TH FLOOR
MILWAUKEE,WI53202 		N/A PC GENERAL PROGRAM SUPPORT 7,500
SERENITY INNS INC


PO BOX 26887
MILWAUKEE,WI53226 		N/A PC GENERAL OPERATING SUPPORT 5,000
MILWAUKEE BAR ASSOCIATION FOUNDATIO


747 N BROADWAY
MILWAUKEE,WI53202 		N/A SO I MOBILE LEGAL CLINIC 10,000
WISCONSIN PRESERVATION FUND INC


1000 N WATER STREET FL 17
MILWAUKEE,WI53202 		N/A PC SHERMAN PHOENIX PROJECT 5,000
SEEDS OF HEALTH INC


1445 SOUTH 32ND STREET
MILWAUKEE,WI53215 		N/A PC GENERAL OPERATING SUPPORT 10,000
MILWAUKEE COLLEGE PREP


2449 N 36TH STREET
MILWAUKEE,WI53210 		N/A PC GENERAL OPERATING SUPPORT 10,000
WISCONSIN JUSTICE INITIATIVE INC


PO BOX 100705
MILWAUKEE,WI53210 		N/A PC GENERAL OPERATING SUPPORT 5,000
FRIENDS OF LAKESHORE STATE PARK


500 N HARBOR DRIVE
MILWAUKEE,WI53202 		N/A PC PROJECT SUPPORT 3,000
LIFE NAVIGATORS INC


7203 W CENTER ST
MILWAUKEE,WI53210 		N/A PC SELF-ADVOCACY & INDEPENDENCE PROGRAM 5,000
MILWAUKEE YOUTH ARTS CENTER INC


325 W WALNUT ST
MILWAUKEE,WI53212 		N/A SO I CAPITAL CAMPAIGN 25,000
SECUREFUTURES FOUNDATION INC


710 N PLANKINTON AVE STE 1400
MILWAUKEE,WI53203 		N/A PC GENERAL OPERATING SUPPORT 7,500
TEACH FOR AMERICA INC


25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 10,000
VERSITI BLOOD RESEARCH INSTITUTE FD


638 N 18TH ST
MILWAUKEE,WI53233 		N/A SO II GENERAL PROGRAM SUPPORT 2,500
CRISTO REY JESUIT MILWAUKEE HIGH SC


1818 W NATIONAL AVENUE
MILWAUKEE,WI53204 		N/A PC COLLEGE ACCESS PROGRAM, CORPORATE WORK STUDY PROGRAM 10,000
IMAGINE MKE INC


1037 W MCKINLEY AVE
MILWAUKEE,WI53205 		N/A PC GENERAL PROGRAM SUPPORT 7,500
MACCANON BROWN HOMELESS SANCTUARY


3314 W JUNEAU AVE PO BOX 80165
MILWAUKEE,WI53208 		N/A PC GENERAL PROGRAM SUPPORT 5,000
MILWAUKEE SCIENCE EDUCATION CONSORT


2000 W KILBOURN AVE
MILWAUKEE,WI53233 		N/A PC COMMUNITY PARTNER ARTS PROGRAMMING 20,000
HISTORIC HAYMARKET MILWAUKEE INC


800 W WELLS ST
MILWAUKEE,WI53233 		N/A PC WISCONSIN WONDERS CAPITAL CAMPAIGN 25,000
MOTHER KATHRYN DANIELS CONFERENCE C


3466 W HAMPTON AVE
MILWAUKEE,WI53209 		N/A PC ACADEMIC STEDENT SUPPORT PROGRAM 10,000
PROJECT RETURN INC


2821 N VEL R PHILLIPS AVE STE 202
MILWAUKEE,WI53212 		N/A PC GENERAL PROGRAM SUPPORT 5,000
WISCONSIN EQUAL JUSTICE FUND INC


PO BOX 46103
MADISON,WI53744 		N/A PC GENERAL PROGRAM SUPPORT 5,000
WISCONSIN VETERANS NETWORK INC


6317 W GREENFIELD AVE
WEST ALLIS,WI53214 		N/A PC GENERAL PROGRAM SUPPORT 5,000
CENTRO LEGAL POR DERECHOS HUMANOS I


611 W NATIONAL AVE STE 103
MILWAUKEE,WI53204 		N/A PC GENERAL OPERATING SUPPORT 2,500
CLIMB USA INC


6666 ODANA RD STE 221
MADISON,WI53719 		N/A PC GENERAL OPERATING SUPPORT 15,000
DELTA RESEARCH EDUCATIONAL FOUNDATI


1709 NEW HAMPSHIRE AVENUE NW
WASHINGTON,DC20009 		N/A PC COMMUNITY SERVICE PROJECT 2,500
FRACTURED ATLAS INC


228 PARK AVENUE SOUTH 56651
NEW YORK,NY10003 		N/A PC GOLDEN BOY FILM PROJECT 5,000
GREATER GALILEE COMMUNITY DEVELOPME


2432 N TEUTONIA AVE
MILWAUKEE,WI53206 		N/A PC GENERAL OPERATING SUPPORT 5,000
GREATER MILWAUKEE FOUNDATION


101 W PLEASANT ST STE 210
MILWAUKEE,WI53212 		N/A PC CHASING THE DREAM FUND 10,000
LEADING CHANGE - AFRICA


3310 PACKERS AVE 226
MADISON,WI53704 		N/A PC SCHOLARSHIP PROGRAM 5,000
MILWAUKEE EDUCATION PARTNERSHIP INC


633 W WISCONSIN AVE STE 405
MILWAUKEE,WI53203 		N/A PC GENERAL OPERATING SUPPORT 10,000
PIGMENT INTERNATIONAL FOUNDATION


5400 S HYDE PARK BLVD APT 14B
CHICAGO,IL60615 		N/A PC BLACK FINE ART MONTH SPONSORSHIP 2,500
SHERMAN PHOENIX FOUNDATION


3536 W FOND DU LAC AVE
MILWAUKEE,WI53216 		N/A PC GENERAL OPERATING SUPPORT 12,500
URBAN LEARNING COLLABORATIVE INC


6737 W WASHINGTON ST STE 1420
MILWAUKEE,WI53214 		N/A PC GENERAL OPERATING SUPPORT 2,500
VISION FORWARD ASSOCIATION INC


912 N HAWLEY RD
MILWAUKEE,WI53213 		N/A PC GENERAL OPERATING SUPPORT 5,000
Total .................................right arrow 3a 928,000
bApproved for future payment
MILWAUKEE CENTER FOR INDEPENDENCE I

2020 W WELLS STREET
MILWAUKEE,WI53233 		N/A PC CAPITAL CAMPAIGN 10,000
MILWAUKEE PUBLIC MUSEUM INC

800 W WELLS ST
MILWAUKEE,WI53233 		N/A PC CROSSROADS OF CIVILIZATION CAPITAL CAMPAIGN 75,000
MILWAUKEE BAR ASSOCIATION FOUNDATIO

747 N BROADWAY
MILWAUKEE,WI53202 		N/A SO I MOBILE LEGAL CLINIC 30,000
ST AUGUSTINE PREPARATORY ACADEMY

2607 SOUTH 5TH STREET
MILWAUKEE,WI53207 		N/A PC GENERAL OPERATING SUPPORT 30,000
META HOUSE

2625 N WEIL ST
MILWAUKEE,WI53212 		N/A PC CAPITAL CAMPAIGN 165,000
Total ................................. right arrow 3b 310,000
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 21,488  
4 Dividends and interest from securities ....     14 343,386  
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 -254,561  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMILWAUKEE FIX, LLC 		900001 3,630      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 3,630 110,313  
13Total. Add line 12, columns (b), (d), and (e)..................
13
113,943
(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 (2022)
Form 990-PF (2022)
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
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Form 990-PF (2022)
Additional Data


Software ID: 22015553
Software Version: 2022v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 LegalFeesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
QUARLES & BRADY LLP 22,204 2,220 0 19,984


TY 2022 OtherDecreasesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
22015553
Software Version:
2022v5.0
Description Amount
Milwaukee Fix LLC principal adjustment 2,065


TY 2022 OtherExpensesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
22015553
Software Version:
2022v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHECK IMPRINT FEE 278 28   250
US BANK TAX REPORT PREP 450 450    
WI DEPT OF FINANCIAL INSTITUTIONS 51 5   46


TY 2022 OtherIncomeSchedule2
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
22015553
Software Version:
2022v5.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MILWAUKEE FIX, LLC 3,630 3,595  


TY 2022 OtherProfessionalFeesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BMO HARRIS BANK 22,527 22,527 0 0
ROBERT W BAIRD INVESTMENT MANAGEMENT FEE 36,255 36,255 0 0
US BANK INVESTMENT MANAGEMENT FEE 22,165 22,165 0 0


TY 2022 TaxesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 10,000