TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
PECK FOUNDATION MILWAUKEE LTD

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 170350
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53217

A Employer identification number

39-1519687

B Telephone number (see instructions)

(414) 333-1711

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$14,707,305J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	20		20
4	Dividends and interest from securities...	380,324		380,324
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		837,712
b	Gross sales price for all assets on line 6a 4,000,165
7	Capital gain net income (from Part IV, line 2)...			837,712
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).......	List of Attached Documents: // Content	5,153	5,153
12	Total. Add lines 1 through 11........	1,223,209		1,223,209
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	12,075	6,037	6,038
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	87,918	87,918	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	17,420	6,032	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	584	0	584
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	117,997		99,987	6,622
25	Contributions, gifts, grants paid.......	674,500			674,500
26	Total expenses and disbursements. Add lines 24 and 25	792,497		99,987	681,122
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	430,712
b	Net investment income (if negative, enter -0-)			1,123,222
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	732,717	427,028	427,028
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	1,057,194	List of Attached Documents: // Content 1,046,606	1,046,606
	b	Investments—corporate stock (attach schedule).......	8,376,029	List of Attached Documents: // Content 9,750,979	9,750,979
	c	Investments—corporate bonds (attach schedule).......	3,047,594	List of Attached Documents: // Content 2,966,894	2,966,894
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	568,650	List of Attached Documents: // Content 515,798	515,798
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	13,782,184	14,707,305	14,707,305
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	13,782,184	14,707,305
	29	Total net assets or fund balances (see instructions).....	13,782,184	14,707,305
	30	Total liabilities and net assets/fund balances (see instructions).	13,782,184	14,707,305

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

13,782,184

Enter amount from Part I, line 27a .....................

430,712

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

494,409

Add lines 1, 2, and 3 ..........................

14,707,305

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

14,707,305

Form 990-PF (2024)

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
1 a	PUBLICLY TRADED SECURITIES
b	PUBLICLY TRADED SECURITIES
c	PUBLICLY TRADED SECURITIES
d	CAPITAL GAINS DIVIDENDS	P
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	805,779	514,663	291,116
b	642,642	406,363	236,279
c	2,523,208	2,241,427	281,781
d	28,536		28,536
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			291,116
b			236,279
c			281,781
d			28,536
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	837,712
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	15,613
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	15,613
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	15,613
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	10,400
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	10,400
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	5,213
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

WILLIAM L KOMISAR Telephone no. right arrow

(414) 840-3932

Located at right arrow

1848 W HIDDEN RESERVE CTMEQUONWI ZIP+4 right arrow

53092

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
JODI PECK	CO-PRESIDENT 1.00	0	0	0
P O BOX 170350 MILWAUKEE,WI53217	CO-PRESIDENT 1.00	0	0	0
MIRIAM PECK	VICE PRESIDENT 1.00	0	0	0
P O BOX 170350 MILWAUKEE,WI53217	VICE PRESIDENT 1.00	0	0	0
KAREN PECK KATZ	CO-PRESIDENT 1.00	0	0	0
P O BOX 170350 MILWAUKEE,WI53217	CO-PRESIDENT 1.00	0	0	0
WILLIAM L KOMISAR	SECRETARY/TR 1.00	0	0	0
1848 W HIDDEN RESERVE CT MEQUON,WI53092	SECRETARY/TR 1.00	0	0	0
HARVEY ALLIGOOD	DIRECTOR 1.00	0	0	0
P O BOX 170350 MILWAUKEE,WI53217	DIRECTOR 1.00	0	0	0

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...................				0

Form 990-PF (2024)

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
RIVERWATER PARTNERS LLC	INVESTMENT ADVISING	52,727
1433 N WATER ST STE 303 MILWAUKEE,WI53202	INVESTMENT ADVISING	52,727

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 (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

13,978,501

Average of monthly cash balances.......................

708,542

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

14,687,043

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

14,687,043

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

220,306

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

14,466,737

Minimum investment return. Enter 5% (0.05) of line 5................

723,337

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.)

Minimum investment return from Part IX, line 6..................

723,337

Tax on investment income for 2024 from Part V, line 5 .......

15,613

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

15,613

Distributable amount before adjustments. Subtract line 2c from line 1............

707,724

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

707,724

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

707,724

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

681,122

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

681,122

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				707,724
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			348,485
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 681,122
a Applied to 2023, but not more than line 2a			348,485
b Applied to undistributed income of prior years (Election required—see instructions).....		0
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2024 distributable amount.....				332,637
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				375,087
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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).)

JODI PECK

MIRIAM PECK

KAREN PECK KATZ

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

REBECCA WAHLBERG
P O BOX 170350
MILWAUKEE,WI53217
(414) 333-1711

bThe form in which applications should be submitted and information and materials they should include:

NO SPECIFIC FORM.

cAny submission deadlines:

NO DEADLINES.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NO RESTRICTIONS.

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ABCD 5775 N GLEN PARK ROAD 201 GLENDALE,WI53209	N/A	PC	OPERATING SUPPORT	3,000
ACTS HOUSING 2414 VLIET ST MILWAUKEE,WI53205	N/A	PC	SPONSORSHIP	3,000
ALVERNO COLLEGE 3400 S 43RD ST MILWAUKEE,WI53234	N/A	PC	PROGRAM SUPPORT, READING	4,000
ALZHEIMERS ASSOCIATION 620 S 76TH ST STE 160 MILWAUKEE,WI53214	N/A	PC	OPERATING SUPPORT	2,000
BADER HILLEL ACADEMY 6401 N SANTA MONICA BLVD MILWAUKEE,WI53217	N/A	PC	OPERATING SUPPORT	1,000
BLOSSOM IDD W61 N510 WASHINGTON AVE CEDARBURG,WI53012	N/A	PC	OPERATING SUPPORT	2,000
BONNET HOUSE MUSEUM & GARDENS 900 N BIRCH RD FT LAUDERDALE,FL33304	N/A	PC	OPERATING SUPPORT	1,000
BROWARD PERFORMING ARTS FOUNDATION 201 SW 5TH AVE FT LAUDERDALE,FL33312	N/A	PC	CAPITAL CAMPAIGN & OPERATING	105,000
CAMP THUNDERBIRD CHARITABLE FOUNDATION P O BOX 21246 MINNEAPOLIS,MN55421	N/A	PC	OPERATING SUPPORT	5,000
CHABAD OF EILAT 6 RODED ST EILAT 88100 IS	N/A	PC	OPERATING SUPPORT	2,000
CHABAD ON CAMPUS 3054 N HACKETT AVE MILWAUKEE,WI53211	N/A	PC	OPERATING SUPPORT	5,000
COMMUNITY SMILES 210 NW BARSTOW ST 305 WAUKESHA,WI53188	N/A	PC	OPERATING SUPPORT	1,000
FLORENTINE OPERA 205 W HIGHLAND AVE STE 201 MILWAUKEE,WI53203	N/A	PC	OPERATING SUPPORT	3,500
FUNDING ARTS BROWARD 1350 E SUNRISE BLVD 110 FT LAUDERDALE,FL33304	N/A	PC	OPERATING SUPPORT	15,000
GRAND AVENUE CLUB 201 E MICHIGAN ST MILWAUKEE,WI53202	N/A	PC	OPERATING SUPPORT	1,250
HABITAT FOR HUMANITY 3726 N BOOTH ST MILWAUKEE,WI53212	N/A	PC	OPERATING SUPPORT	5,000
HEAR WISCONSIN 10243 W NATIONAL AVE WEST ALLIS,WI53227	N/A	PC	PROGRAM SUPPORT	10,000
HILLEL MILWAUKEE 3053 N STOWELL AVE MILWAUKEE,WI53211	N/A	PC	UWM STUDENTS	5,000
JEWISH BEGINNINGS 6791 N GREEN BAY RD MILWAUKEE,WI53209	N/A	PC	OPERATING SUPPORT	12,000
JEWISH COMMUNITY CENTER 6255 N SANTA MONICA BLVD MILWAUKEE,WI53217	N/A	PC	RAINBOW DAY CAMP & FOOD PANTRY	3,000
JEWISH HOME & CARE CTR FOUNDATION 1414 N PROSPECT AVE MILWAUKEE,WI53202	N/A	PC	OPERATING SUPPORT	10,000
JOURNEY HOUSE PO BOX 340695 MILWAUKEE,WI53234	N/A	PC	OPERATING SUPPORT	3,000
KIDS IMPACT COMMUNITY PO BOX 170694 MILWAUKEE,WI53217	N/A	PC	OPERATING SUPPORT	1,000
LEUKEMIALYMPHOMA SOCIETY PO BOX 772395 DETROIT,MI482772395	N/A	PC	OPERATING SUPPORT	1,000
LIGHTHOUSE OF BROWARD 5901 DEL LAGO CIRCLE SUNRISE,FL33313	N/A	PC	OPERATING SUPPORT	26,000
MARCUS CENTER FOR PERFORMING ARTS 929 N WATER ST MILWAUKEE,WI53202	N/A	PC	CAPITAL CAMPAIGN PLEDGE	50,000
MEDICAL COLLEGE OF WI 8701 WATERTOWN PLANK RD MILWAUKEE,WI53226	N/A	PC	CAPITAL CAMPAIGN	5,000
MILWAUKEE ART MUSEUM 750 N LINCOLN MEMORIAL DR MILWAUKEE,WI53202	N/A	PC	OPERATING SUPPORT	1,000
MILWAUKEE BALLET 128 N JACKSON ST MILWAUKEE,WI53202	N/A	PC	CAPITAL PLEDGE & PROGRAM (DANCER)	16,000
MILWAUKEE CHAMBER THEATRE 158 N BROADWAY 5TH FL MILWAUKEE,WI53202	N/A	PC	OPERATING SUPPORT	2,000
MILWAUKEE COUNTY HISTORICAL SOCIETY 910 N DR MARTIN LUTHER KING JR DR MILWAUKEE,WI532031591	N/A	PC	OPERATING SUPPORT	2,000
MILWAUKEE FILM 1037 W MCKINLEY AVE STE 200 MILWAUKEE,WI53205	N/A	PC	OPERATING SUPPORT	2,000
MILWAUKEE INSTITUTE OF ART & DESIGN 273 E ERIE ST MILWAUKEE,WI53202	N/A	PC	OPERATING & CAPITAL SUPPORT	15,000
MILWAUKEE JEWISH FEDERATION 1360 N PROSPECT AVE STE 1 MILWAUKEE,WI53202	N/A	PC	SECURITY	10,000
MILWAUKEE PUBLIC MUSEUM 800 W WELLS ST MILWAUKEE,WI53233	N/A	PC	OPERATING SUPPORT	51,000
MILWAUKEE REPERTORY THEATER 108 E WELLS ST MILWAUKEE,WI53202	N/A	PC	CAPITAL CAMPAIGN	50,000
MILWAUKEE YOUTH SYMPHONY ORCHESTRA 325 W WALNUT ST MILWAUKEE,WI53212	N/A	PC	PROGRAM AND OPERATING SUPPORT	16,500
NORTHSHORE LIBRARY 9075 N REGENT ST BAYSIDE,WI53217	N/A	PC	CAPITAL CAMPAIGN PLEDGE	50,000
PELZ HOLOCAUST EDUCATION RESOURCE CENTER 1360 N PROSPECT AVE MILWAUKEE,WI53202	N/A	PC	OPERATING SUPPORT	5,000
PLANNED PARENTHOOD OF WISCONSIN INC 302 N JACKSON ST MILWAUKEE,WI53202	N/A	PC	OPERATING SUPPORT	10,000
SCHLITZ AUDUBON CENTER 1111 E BROWN DEER RD MILWAUKEE,WI53217	N/A	PC	OPERATING SUPPORT	5,000
SECURE FUTURES 710 N PLANKINTON AVE 1400 MILWAUKEE,WI53203	N/A	PC	OPERATING SUPPORT	1,000
ST ANN CENTER 2801 E MORGAN AVE MILWAUKEE,WI53207	N/A	PC	OPERATING SUPPORT	2,000
THE SHUL BAYSIDE 8825 N LAKE DRIVE BAYSIDE,WI53217	N/A	PC	OPERATING SUPPORT	2,500
UNITED COMMUNITY CENTER 1028 S NINTH ST MILWAUKEE,WI53204	N/A	PC	PROGRAM SUPPORT	5,000
UNITED PERFORMING ARTS FUND 301 W WISCONSIN AVE STE 600 MILWAUKEE,WI53203	N/A	PC	OPERATING SUPPORT	5,000
UNIVERSITY OF WISCONSIN-MADISON FOUNDATION 1848 UNIVERSITY AVE MADISON,WI53726	N/A	PC	OPERATING SUPPORT	5,250
URBAN ECOLOGY CENTER 1500 E PARK PLACE MILWAUKEE,WI53211	N/A	PC	OPERATING SUPPORT	3,000
VENETIAN ARTS SOCIETY PO BOX 2114 FORT LAUDERDALE,FL33301	N/A	PC	OPERATING SUPPORT	3,000
VISION FORWARD 912 N HAWLEY RD MILWAUKEE,WI53213	N/A	PC	OPERATING SUPPORT	5,000
WISCONSIN MUSEUM OF ART 205 VETERANS AVE WEST BEND,WI53095	N/A	PC	OPERATING SUPPORT	5,000
ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 10005 W BLUEMOUND RD MILWAUKEE,WI53226	N/A	PC	CAPITAL CAMPAIGN PLEDGE & OPERATING SUPPORT	117,500
Total ................................. 3a				674,500

bApproved for future payment
MILWAUKEE BALLET 128 N JACKSON ST MILWAUKEE,WI53202	N/A	PC	CAPITAL CAMPAIGN PLEDGE	25,000
NORTHSHORE LIBRARY 9075 N REGENT ST BAYSIDE,WI53217	N/A	PC	CAPITAL CAMPAIGN PLEDGE	150,000
Total ................................. 3b				175,000

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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	20
4 Dividends and interest from securities ....			14	380,324
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	837,712
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			14	5,153
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,223,209	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,223,209

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	12,075	6,037		6,038

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Name of Bond	End of Year Book Value	End of Year Fair Market Value
BURLINGTON NORTHERN BOND	20,479	20,479
3M BOND	14,900	14,900
CATERPILLAR BOND	34,951	34,951
CITIGROUP BOND	29,889	29,889
COLGATE PALMOLIVE BOND	29,022	29,022
IBM BOND	34,595	34,595
INTERCONTINENTAL EXCH BOND	29,508	29,508
PAYPAL BOND	29,570	29,570
PHILIP MORRIS BOND	34,700	34,700
PROGRESSIVE BOND	28,727	28,727
STATE STREET BOND	9,470	9,470
AMERICAN HONDA BOND	22,869	22,869
ANALOG DEVICES BOND	26,927	26,927
APPLE BOND	34,462	34,462
NVIDIA CORP BOND	27,240	27,240
PHARMACIA BOND	26,576	26,576
PROCTER & GAMBLE BOND	34,546	34,546
PUBLIC STORAGE BOND	26,997	26,997
SALESFORCE.COM BOND	26,956	26,956
TRUIST FINL CORP BOND	29,451	29,451
BANK OF AMERICA BOND	35,162	35,162
BANK OF NY MELLON BOND	36,767	36,767
INTEL BOND	28,574	28,574
SIMON PPTY BOND	22,483	22,483
BRISTOL MYERS BOND	20,713	20,713
DISNEY BOND	23,946	23,946
MORGAN STANLEY BOND	29,893	29,893
S&P GLOBAL INC BOND	20,692	20,692
COMCAST BOND	20,915	20,915
ERP OPERATING BOND	24,755	24,755
GENERAL DYNAMICS BOND	21,342	21,342
HONEYWELL BOND	24,596	24,596
META PLATFORMS BOND	34,428	34,428
NSTAR ELECTRIC BOND	24,902	24,902
SCHWAB BOND	21,256	21,256
AMAZON BOND	27,780	27,780
ARCHER DANIELS BOND	25,914	25,914
BERKSHIRE HATHAWAY BOND	26,292	26,292
CME GROUP BOND	25,855	25,855
HOME DEPOT BOND	29,207	29,207
STANLEY BLACK & DECKER BOND	25,714	25,714
AMERIPRISE BOND	34,911	34,911
CISCO SYSTEMS BOND	39,898	39,898
COCA-COLA BOND	40,020	40,020
TARGET BOND	28,543	28,543
TOYOTA MOTOR CR BOND	38,878	38,878
UNITEDHEALTH BOND	29,593	29,593
AMERICAN EXPRESS BOND	34,619	34,619
BLACKROCK FDG BOND	29,415	29,415
GOLDMAN SACHS BOND	33,518	33,518
JPMORGAN CHASE BOND	14,840	14,840
JPMORGAN CHASE BOND	15,347	15,347
MASTERCARD BOND	33,447	33,447
19459 SH MFB NORTHERN FUNDS BD INDEX	176,297	176,297
118090 SH MFO BLACKROCK HI YIELD BOND	838,441	838,441
19042 SH MFO DOUBLELINE FIXED INCOME	173,852	173,852
10295 SH MFO PIMCO BOND FUND	82,569	82,569
WESTPAC BOND	27,011	27,011
BANK MONTREAL BOND	35,269	35,269
CANADIAN IMPERIAL BOND	35,101	35,101
ROYAL BANK CANADA BOND	29,767	29,767
BANK OF NOVA SCOTIA BOND	33,907	33,907
UNILEVER BOND	33,720	33,720
CORPORATE BOND - ACCRUED VALUE EOY	24,910	24,910

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Name of Stock	End of Year Book Value	End of Year Fair Market Value
830 SH AMDOCS LTD	70,667	70,667
2196 SH AMKOR TECHNOLOGIES	56,415	56,415
839 SH AZZ INC	68,731	68,731
351 SH BJS WHOLESALE CLUB	31,362	31,362
1080 SH CARLYLE GROUP	54,529	54,529
763 SH CIENA CORP	64,710	64,710
2276 SH CNX RESOURCES	83,461	83,461
320 SH CROCS INC	35,050	35,050
635 SH CULLEN FROST BANKERS	85,249	85,249
1226 SH DARLING INGREDIENTS	41,304	41,304
624 SH EVERUS CONSTR GR	41,028	41,028
2823 SH EXELIXIS INC	94,006	94,006
516 SH FEDERAL AGRIC MTG	101,626	101,626
605 SH GRAND CANYON ED	99,099	99,099
1030 SH HAEMONETICS CORP	80,422	80,422
247 SH ICF INT'L	29,445	29,445
667 SH INTERDIGITAL INC	129,211	129,211
1548 SH IRIDIUM COMMUNICATIONS	44,923	44,923
271 SH JONES LANG LASALLE	68,601	68,601
549 SH LANTHEUS HOLDINGS	49,114	49,114
5129 SH LIMONEIRA CO	125,455	125,455
537 SH LOUISIANA PAC CORP	55,606	55,606
2497 SH MDU RES GROUP	44,996	44,996
603 SH MR COOPER GROUP	57,894	57,894
10736 SH NTNL CINEMEDIA	71,287	71,287
656 SH PINNACLE WEST CAP	55,609	55,609
656 SH PLEXUS CORP	42,406	42,406
271 SH QUEST DIAGNOSTICS	50,387	50,387
334 SH SKYWARD SPECIALTY	86,171	86,171
1705 SH STERIS PLC	25,284	25,284
123 SH TECNOGLASS INC	82,017	82,017
1034 SH VEECO INSTRUMENTS	37,172	37,172
1387 SH WESTERN ALLIANCE BNC	93,147	93,147
1115 SH NNN REIT INC	39,257	39,257
1001 SH AGNICO EAGLE MINES LTD F	78,288	78,288
826 SH ALPHABET INC	156,362	156,362
385 SH AMERICAN ELEC PWR CO INC	35,509	35,509
467 SH APOLLO GLOBAL MGMT INC N	77,130	77,130
348 SH BERKSHIRE HATHAWAY	157,741	157,741
378 SH BUILDERS FIRSTSOURCE INC	54,028	54,028
1938 SH CAMECO CORP F	99,594	99,594
1401 SH CHARLES SCHWAB CORP	103,688	103,688
262 SH CONSTELLATION ENERGY COR	58,612	58,612
1967 SH CORNING INC	93,472	93,472
868 SH DUPONT DE NEMOURS INC	66,185	66,185
575 SH EOG RES INC	70,484	70,484
1765 SH EXELON CORP	66,435	66,435
360 SH FIRST SOLAR INC	63,446	63,446
439 SH FISERV INC	90,179	90,179
1270 SH HOLOGIC INC	91,554	91,554
745 SH INTERCONTINENTAL EXCHANG	111,012	111,012
1187 SH LAUDER ESTEE COS INC	89,001	89,001
387 SH L3HARRIS TECHNOLOGIES IN	81,378	81,378
855 SH MORGAN STANLEY	107,491	107,491
754 SH NESTLE S A F	61,602	61,602
856 SH NIKE INC	64,773	64,773
651 SH OTIS WORLDWIDE CORP	60,289	60,289
535 SH OWENS CORNING NEW	91,121	91,121
1280 SH PACCAR INC	133,146	133,146
2187 SH PFIZER INC	58,021	58,021
881 SH PHILLIPS 66	100,372	100,372
768 SH PNC FINL SERVICES	148,109	148,109
219 SH POOL CORP	74,666	74,666
391 SH PROGRESSIVE CORP OH	93,688	93,688
815 SH SMUCKER J M CO	89,748	89,748
491 SH STERIS PLC F	100,930	100,930
175 SH THERMO FISHER SCIENTIFIC	91,040	91,040
362 SH UNION PAC CORP	82,550	82,550
261 SH ZEBRA TECHNOLOGIES CORP	100,803	100,803
551 SH CROWN CASTLE INC	50,009	50,009
14 SH AON PLC	5,028	5,028
145 SH GSK PLC	4,904	4,904
1151 SH HALEON PLC	10,981	10,981
179 SH ISHARES CORE S&P 500	105,374	105,374
8 SH LINDE PLC	3,349	3,349
2 SH MERCADOLIBRE INC	3,401	3,401
32435 SH MFB NORTHERN FUNDS STOCK INDX	1,933,112	1,933,112
1286 SH MFC ISHARES RUSSELL 1000	516,432	516,432
9503 SH MFO DFA US VALUE	468,401	468,401
22 SH SMURFIT WESTROCK	1,185	1,185
49 SH AUTOLIV INC	4,596	4,596
45 SH FREEPORT-MCMORAN INC	1,714	1,714
101 SH SCHLUMBERGER LTD	3,872	3,872
69 SH BHP GROUP LTD	3,369	3,369
84 SH ANHEISER BUSCH INBEV	4,206	4,206
111 SH KBC GROUP	4,281	4,281
84 SH BARRICK GOLD CORP	1,302	1,302
20 SH CANADIAN NATIONAL	2,030	2,030
92 SH CANADIAN PACIFIC	6,658	6,658
216 SH MANULIFE FINL CORP	6,633	6,633
180 SH COLOPLAST A/S	1,955	1,955
46 SH DSV A/S ADR	4,885	4,885
85 SH GENMAB	1,774	1,774
87 SH NOVO-NORDISK	7,484	7,484
31 SH NOVONESIS	1,753	1,753
401 SH ACCOR SA	3,886	3,886
106 SH AIR LIQUIDE ADR	3,419	3,419
4521 SH ALSTOM ADR	9,811	9,811
316 SH ARCELORMITTAL NY	7,309	7,309
155 SH AXA SA ADR	5,515	5,515
87 SH BNP PARIBAS	2,671	2,671
74 SH BUREAU VERITAS SA	4,461	4,461
700CARRREFOUR	1,946	1,946
259COMPAGNIE DE ST GOBAIN	4,586	4,586
175DANONE	2,343	2,343
167 SH DASSAULT SYS	5,751	5,751
356 SH KERING SA	8,768	8,768
74 SH LOREAL SA	5,210	5,210
34 SH LVMH MOET HENNESSY	4,443	4,443
89 SH SAFRAN ADR	4,851	4,851
88 SH SANOFI ADR	4,244	4,244
124 SH SCHNEIDER ELECTRIC	6,155	6,155
183 SH SOCIETE GENERALE FR	1,034	1,034
86 SH SODEXO	1,416	1,416
348 SH ALLIANZ SE	10,627	10,627
213 SH DEUTSCHE BOERSE	4,901	4,901
271 SH DEUTSCHE TELEKOM	8,089	8,089
137 SH DR ING HCF PORSCHE	818	818
48 SH HEIDELBERG MATLS	1,167	1,167
347 SH INFINEON TECH	11,253	11,253
139 SH MERCK KGAA	3,980	3,980
25 SH MTU AERO ENGINES	4,142	4,142
37 SH RWE AKTIENGESELLSCHAF	1,090	1,090
87 SH SAP SE	21,420	21,420
53 SH SIEMENS HEALTHINEERS	5,124	5,124
92 SH SIEMENS AG	2,421	2,421
341 SH SYMRISE AG	9,006	9,006
102 SH AIA GROUP	2,940	2,940
34 SH TECHTRONIC INDS	2,231	2,231
4695 SH VANGUARD FTSE DEV MKTS	224,515	224,515
417 SH BANK IRELAND GROUP	3,816	3,816
15 SH ICON PLC	3,146	3,146
55 SH KERRY GROUP PLC	5,497	5,497
435 SH DAVIDE CAMPARI-MILANO	2,690	2,690
728 SH ENEL SOCIETA	5,154	5,154
304 SH LEONARDO SPA	4,107	4,107
472 SH UNICREDIT SP	9,430	9,430
212 SH BRIDGESTONE CORP	3,557	3,557
304 SH CHUGAI PHARM	6,679	6,679
519 SH DAIFUKU CO	5,340	5,340
102 SH DISCO CORP	2,710	2,710
596 SH EBARA	4,932	4,932
377 SH FANUC CORP	4,916	4,916
566 SH FUJITSU LTD	9,939	9,939
118 SH HITACHI ADR	5,836	5,836
111 SH KOMATSU LTD	3,033	3,033
133 SH LASERTEC CORP	2,507	2,507
694 SH MITSUBISHI UFJ	8,134	8,134
270 SH MURATA MFG CO	2,157	2,157
232 SH NINTENDO LTD	3,394	3,394
104 SH NOMURA RESEARCH INST	3,056	3,056
1512 SH RENASAS ELECTRONICS	9,563	9,563
111 SH SHIMANO INC	1,485	1,485
306 SH SHIONOGI & CO	2,130	2,130
351 SH SMC CORP	6,802	6,802
560 SH SONY GROUP	11,850	11,850
262 SH SYSMEX CORP	4,789	4,789
67 SH TAKEDA PHARM	887	887
251 SH TERUMO CORP	4,895	4,895
55 SH TOKYO ELECTRON LTD	4,152	4,152
20 SH TOYOTA MTR CORP	3,892	3,892
446 SH UNICHARM CORP	2,191	2,191
446 SH ADYEN NV	6,538	6,538
288 SH AKZO NOBEL	5,746	5,746
7 SH ASM INT'L	3,984	3,984
7 SH ASML HOLDING	4,852	4,852
47 SH COCA-COLA	3,610	3,610
181 SH HEINEKEN	6,404	6,404
67 SH IMCD GROUP	4,976	4,976
385 SH ING GROEP	6,033	6,033
191 SH KONINKLIJKI PHILIPS	4,836	4,836
353 SH UNIVERSAL MUSIC GROUP	4,504	4,504
80 SH DBS GROUP HOLDINGS	10,243	10,243
49 SH UNITED OVERSEAS	2,614	2,614
11 SH AMADEUS IT GR	776	776
501 SH BANCO BILBAO	4,870	4,870
88 SH ALFA LAVAL	3,655	3,655
250 SH ATLAS COPCO	3,783	3,783
448 SH EPIROC AB	7,777	7,777
186 SH GDR ASSA	2,725	2,725
96 SH ALCON AG	8,149	8,149
359 SH DSM-FIRMENICH	3,655	3,655
53 SH GDR NESTLE	4,330	4,330
455 SH JULIUS BAER GR	5,859	5,859
77 SH LONZA GROUP	4,526	4,526
317 SH ROCHE HOLDINGS	11,057	11,057
73 SH SANDOZ GROUP	2,957	2,957
95 SH SONOVA HOLDINGS	6,179	6,179
16 SH ASHTEAD GROUP	3,912	3,912
210 SH ASTRAZENECA PLC	13,759	13,759
82 SH BAE SYS PLC	4,687	4,687
1060 SH BARCLAYS PLC	14,087	14,087
157 SH BERKELEY GROUP	1,565	1,565
262 SH BP PLC	7,745	7,745
81 SH BRIT AMERN	2,906	2,906
194 SH COMPASS GROUP	6,516	6,516
276 SH CONVATEC GROUP PLC	3,157	3,157
39 SH DIAGEO PLC	4,958	4,958
172 SH EXPERIAN PLC	7,350	7,350
359 SH KINGFISHER PLC	2,187	2,187
157 SH LEGAL & GEN GROUP	2,275	2,275
223 SH LONDON STK EXCHANGE	7,959	7,959
565 SH NATWEST GROUP	5,746	5,746
304 SH PRUDENTIAL	4,846	4,846
660 SH RECKITT BNCKISER	7,933	7,933
170 SH RELX PLC	7,721	7,721
207 SH RENTOKIL INITIAL	5,241	5,241
60 SH RIO TINTO PLC	3,529	3,529
1245 SH ROLLS ROYCE HOLDINGS	8,857	8,857
155 SH ROYAL DUTCH SHELL	9,711	9,711
63 SH SMITH & NEPHEW GROUP	1,549	1,549
117 SH STANDARD CHARTERED PLC	2,919	2,919
114 SH UNILEVER PLC	6,464	6,464
155 SH WISE PLC	2,137	2,137
1126 SH AMBEV SA	2,083	2,083
334 SH BANCO BRADESCO	638	638
86 SH EMBRAER SA	3,154	3,154
116 SH ENN ENERGY	3,300	3,300
240 SH HAIER SMART HOME	3,360	3,360
13 SH LI NING CO	673	673
131 SH PING INSURANCE	1,525	1,525
149 SH TENCENT HOLDINGS	7,924	7,924
223 SH TENCENT MUSIC	2,531	2,531
118 SH ZTO EXPRESS CAYMAN	2,307	2,307
16903 SH MFO DFA INVT DIMENSIONS	393,495	393,495
113 SH HDFC BK LTD	7,216	7,216
140 SH PERUSAHAAN	2,303	2,303
11 SH CHECK POINT SOFTWARE	2,054	2,054
31 SH SHINHAN FINL GROUP	1,019	1,019
29 SH COCA-COLA FEMSA	2,259	2,259
58 SH FORMENTO ECONOMICO	4,958	4,958
58 SH GRUPO FINANCIERO	1,862	1,862
14 SH CREDICORP	2,566	2,566
129 SH PJSC LUKOIL	898	898
47 SH TAIWAN SEMICONDUCTOR	9,282	9,282
STOCKS - ACCRUED VALUE EOY	233	233

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

US Government Securities - End of Year Book Value:

1,046,606

US Government Securities - End of Year Fair Market Value:

1,046,606

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ISRAEL BOND	FMV	99,069	99,069
ISRAEL BOND	FMV	100,000	100,000
15272 SH MFB NORTHERN REAL ESTATE	FMV	145,538	145,538
4666 SH MFC FLEXSHARES GLOBAL	FMV	169,656	169,656
ISRAEL BOND - ACCRUED VALUE EOY	FMV	1,535	1,535

- TIN:

TY 2024 OtherExpensesSchedule

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MISCELLANEOUS	584	0		584

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	5,153	5,153	5,153

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Description	Amount
UNREALIZED G/L ON SEC	494,409

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	87,918	87,918		0

- TIN:

TY 2024 TaxesSchedule

Name:

PECK FOUNDATION MILWAUKEE LTD

EIN:

39-1519687

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	6,032	6,032		0
INCOME TAXES	11,388	0		0