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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
KOLAGA FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)21140 CAPITOL DRIVE 8
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKFIELD, WI53072
A Employer identification number

39-6281716
B Telephone number (see instructions)

(262) 783-4340
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$5,291,803J 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 1,510 1,510  
4 Dividends and interest from securities... 127,429 127,429  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 239,256
b Gross sales price for all assets on line 6a 533,280
7 Capital gain net income (from Part IV, line 2)... 239,256
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 368,195 368,195  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250 250   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,052 20,052   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,760 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,573 629   944
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,635 20,931   944
25 Contributions, gifts, grants paid....... 232,203 232,203
26 Total expenses and disbursements. Add lines 24 and 25 255,838 20,931   233,147
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 112,357
b Net investment income (if negative, enter -0-) 347,264
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 102,883 47,089 47,089
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) 35,251 Click to see attachment
List of Attached Documents:
// Content
28,926 		27,833
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,100,091 Click to see attachment
List of Attached Documents:
// Content
4,274,567 		5,216,881
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) 4,238,225 4,350,582 5,291,803
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,238,225 4,350,582
29 Total net assets or fund balances (see instructions)..... 4,238,225 4,350,582
30 Total liabilities and net assets/fund balances (see instructions). 4,238,225 4,350,582
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
4,238,225
2
Enter amount from Part I, line 27a .....................
2
112,357
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,350,582
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,350,582
Form 990-PF (2024)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-04-28 2024-04-24
b DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-05-31 2024-04-24
c DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-06-30 2024-04-24
d DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-07-31 2024-04-24
e DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-08-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-09-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-10-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2024-01-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2024-02-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2015-06-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2015-07-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2015-08-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2015-09-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2015-10-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2015-11-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2015-12-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-01-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-02-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-03-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-04-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-05-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-06-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-07-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-08-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-09-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-10-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-11-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2016-12-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-01-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-02-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-03-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-04-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-05-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-06-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-07-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-08-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-09-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-10-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-11-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2017-12-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-01-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-02-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-03-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-04-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-05-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-06-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-07-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-08-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-09-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-10-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-11-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2018-12-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-01-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-02-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-03-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-04-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-05-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-06-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-07-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-08-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-09-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-10-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-11-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-12-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2019-12-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-01-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-02-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-03-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-04-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-05-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-06-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-07-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-08-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-09-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-10-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-11-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2020-12-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-01-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-02-26 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-03-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-04-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-05-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-06-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-07-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-08-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-09-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-10-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-11-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2021-12-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-01-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-02-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-03-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-04-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-05-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-06-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-07-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-08-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-09-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-10-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-11-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2022-12-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-01-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-02-28 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-03-31 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-11-30 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-12-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2023-12-29 2024-04-24
DOUBLELINE TOTAL RETURN BOND FUND CLASS I P 2024-03-28 2024-04-24
HARTFORD BALANCED INCOME FUND CLASS I P 2017-05-18 2024-04-24
HARTFORD BALANCED INCOME FUND CLASS I P 2017-06-30 2024-04-24
HARTFORD BALANCED INCOME FUND CLASS I P 2017-09-29 2024-04-24
HARTFORD BALANCED INCOME FUND CLASS I P 2017-12-18 2024-04-24
HARTFORD BALANCED INCOME FUND CLASS I P 2017-12-18 2024-04-24
HARTFORD BALANCED INCOME FUND CLASS I P 2023-12-27 2024-04-24
HARTFORD BALANCED INCOME FUND CLASS I P 2023-12-27 2024-04-24
HARTFORD EQUITY INCOME FUND CLASS I P 2012-03-27 2024-04-24
HARTFORD EQUITY INCOME FUND CLASS I P 2012-06-26 2024-04-24
HARTFORD EQUITY INCOME FUND CLASS I P 2012-09-27 2024-04-24
HARTFORD EQUITY INCOME FUND CLASS I P 2012-11-21 2024-04-24
T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I P 2014-05-28 2024-11-12
T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I P 2014-12-15 2024-11-12
T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I P 2014-12-15 2024-11-12
T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I P 2014-12-15 2024-11-12
T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I P 2015-12-03 2024-11-12
AMERICAN BALANCED FUND CLASS F2 P 2011-07-28 2024-11-12
FNMA GTD REMIC PASS THRU TR REMIC TR 200 3-107 CL LL 5.500% P 2011-09-07 2024-10-25
FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2696 CL LL 5.500% 1 P 2011-08-10 2024-01-16
FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2696 CL LL 5.500% 1 P 2011-08-10 2024-02-15
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-02-01
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-03-01
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-04-01
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-05-01
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-06-03
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-07-01
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-08-01
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-09-03
D FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-10-01
FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-11-01
FHLMC MULTICLASS MTG PARTN CTFS GTD SER 2725 CL TA 4.500% 1 P 2011-11-23 2024-12-02
HARTFORD EQUITY INCO ME FUND CLASS I P 2011-11-16 2024-04-24
HARTFORD EQUITY INCO ME FUND CLASS I P 2011-12-22 2024-04-24
AMERICAN NEW PERSPEC TIVE FUND CLASS F2 P 2011-11-16 2024-11-12
CAPITAL GAINS DIVIDENDS P    
(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 711   880 -169
b 728   902 -174
c 814   1,008 -194
d 822   1,017 -195
e 876   1,084 -208
921   1,140 -219
929   1,150 -221
514   636 -122
526   651 -125
130   161 -31
684   846 -162
632   783 -151
637   788 -151
638   790 -152
603   747 -144
675   835 -160
581   719 -138
538   666 -128
639   791 -152
576   713 -137
547   677 -130
597   738 -141
618   765 -147
600   743 -143
587   726 -139
589   729 -140
631   782 -151
649   804 -155
648   802 -154
592   733 -141
663   820 -157
601   744 -143
640   792 -152
621   769 -148
602   746 -144
599   742 -143
605   749 -144
618   765 -147
614   760 -146
589   729 -140
614   760 -146
614   761 -147
654   809 -155
601   744 -143
653   808 -155
687   850 -163
664   822 -158
679   841 -162
661   818 -157
691   855 -164
696   862 -166
672   831 -159
645   798 -153
660   817 -157
676   836 -160
659   816 -157
650   805 -155
648   803 -155
694   861 -167
663   822 -159
660   817 -157
680   842 -162
677   838 -161
692   857 -165
60,113   74,415 -14,302
776   961 -185
725   898 -173
940   1,164 -224
851   1,053 -202
852   1,055 -203
868   1,074 -206
831   1,028 -197
802   993 -191
772   956 -184
767   950 -183
766   948 -182
803   995 -192
667   825 -158
655   810 -155
869   1,076 -207
776   961 -185
843   1,043 -200
785   971 -186
763   944 -181
724   896 -172
747   925 -178
745   922 -177
765   948 -183
828   1,025 -197
745   922 -177
756   936 -180
900   1,114 -214
800   990 -190
598   740 -142
690   855 -165
674   834 -160
696   861 -165
725   898 -173
765   947 -182
724   896 -172
760   941 -181
692   857 -165
758   938 -180
778   963 -185
895   988 -93
51   63 -12
537   664 -127
503   623 -120
31,595   31,613 -18
1,747   1,748 -1
1,687   1,688 -1
559   559 0
2,335   2,337 -2
1,076   1,076 0
1,001   1,001 0
817   759 58
1,205   1,120 85
875   813 62
277   257 20
35,967   26,378 9,589
2,318   1,700 618
843   618 225
520   381 139
317   233 84
30,000   14,684 15,316
1,000   1,063 -63
1,000   1,060 -60
1,000   1,060 -60
113   115 -2
216   220 -4
210   214 -4
234   239 -5
378   386 -8
263   269 -6
233   238 -5
265   271 -6
232   236 -4
252   258 -6
682   697 -15
35,819   22,678 13,141
1,008   638 370
30,000   12,456 17,544
213,882     213,882
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       -169
b       -174
c       -194
d       -195
e       -208
      -219
      -221
      -122
      -125
      -31
      -162
      -151
      -151
      -152
      -144
      -160
      -138
      -128
      -152
      -137
      -130
      -141
      -147
      -143
      -139
      -140
      -151
      -155
      -154
      -141
      -157
      -143
      -152
      -148
      -144
      -143
      -144
      -147
      -146
      -140
      -146
      -147
      -155
      -143
      -155
      -163
      -158
      -162
      -157
      -164
      -166
      -159
      -153
      -157
      -160
      -157
      -155
      -155
      -167
      -159
      -157
      -162
      -161
      -165
      -14,302
      -185
      -173
      -224
      -202
      -203
      -206
      -197
      -191
      -184
      -183
      -182
      -192
      -158
      -155
      -207
      -185
      -200
      -186
      -181
      -172
      -178
      -177
      -183
      -197
      -177
      -180
      -214
      -190
      -142
      -165
      -160
      -165
      -173
      -182
      -172
      -181
      -165
      -180
      -185
      -93
      -12
      -127
      -120
      -18
      -1
      -1
      0
      -2
      0
      0
      58
      85
      62
      20
      9,589
      618
      225
      139
      84
      15,316
      -63
      -60
      -60
      -2
      -4
      -4
      -5
      -8
      -6
      -5
      -6
      -4
      -6
      -15
      13,141
      370
      17,544
      213,882
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 2 239,256
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,827
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 4,827
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 4,827
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,803
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 2,803
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,024
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSUZETTE M KOLAGA Telephone no.right arrow (262) 783-4340

Located atright arrow21140 CAPITOL DRIVE 8PEWAUKEEWI ZIP+4right arrow53072
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 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
SUZETTE M KOLAGA TRUSTEE
0.50 		0 0 0
4450 MEADOW VIEW E
BROOKFIELD,WI53005
MOLLY ANN PASDERA TRUSTEE
0.50 		0 0 0
W243 N2710 CREEKSIDE COURT
PEWAUKEE,WI53072
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
5,062,317
b
Average of monthly cash balances.......................
1b
74,986
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,137,303
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,137,303
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
77,060
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,060,243
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
253,012
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
253,012
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,827
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,827
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
248,185
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
248,185
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
248,185
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
233,147
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
233,147
Form 990-PF (2024)
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 7 248,185
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 16,777
c From 2021...... 9,994
d From 2022...... 59,092
e From 2023...... 19,870
f Total of lines 3a through e ........ 105,733
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 233,147
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 233,147
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 15,038 15,038
(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 90,695
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		90,695
10 Analysis of line 9:
a Excess from 2020.... 1,739
b Excess from 2021.... 9,994
c Excess from 2022.... 59,092
d Excess from 2023.... 19,870
e Excess from 2024....  
Form 990-PF (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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 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:
SUE KOLAGA TRUSTEE KOLAGA FAMILY CH
21140 CAPITOL DRIVE 8
PEWAUKEE,WI53072
(414) 783-4340
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION SHOULD INCLUDE DESCRIPTION AND PURPOSE OF CHARITABLE ORGANIZATION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS LIMITED TO SECTION 501 (C) (3) CHARITABLE ORGANIZATIONS
Form 990-PF (2024)
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)
aPaid during the year

AMERICAN CANCER SOCIETY - WISCONSIN REGION

PO BOX 902
PEWAUKEE,WI53072 		  PUBLIC CHARITY OPERATING EXP 1,000

AURORA HEALTH CARE FOUNDATION

950 N 12TH ST SUITE A511
MILWAUKEE,WI53233 		  FOUNDATION OPERATING EXP 2,000

BIG BROTHERS BIG SISTERS

788 N JEFFERSON ST SUITE 600
MILWAUKEE,WI53202 		  YOUTH MENTORING OPERATING EXP 5,500

BOYS & GIRLS CLUBS OF GREATER MILWAUKEE

1558 NORTH 6TH STREET
MILWAUKEE,WI53212 		  PUBLIC CHARITY OPERATING EXP 6,500

BOYS & GIRLS CLUBS OF GREATER MILWAUKEE

1558 NORTH 6TH STREET
MILWAUKEE,WI53212 		  PUBLIC CHARITY PROGRAMS 2,000

CHRISTMAS CLEARING COUNCIL

P O BOX 791
PEWAUKEE,WI53072 		  PUBLIC CHARITY OPERATING EXP 2,000

CRIVITZ AREA FOOD PANTRY

P O BOX 398
CRIVITZ,WI54114 		  PUBLIC CHARITY OPERATING EXP 5,000

DISCOVERY WORLD LTD

500 NORTH HARBOR DRIVE
MILWAUKEE,WI53202 		  PUBLIC CHARITY OPERATING EXP 2,000

EASTER SEALS OF SOUTHEAST WISCONSIN

2222 SOUTH 114TH STREET
WEST ALLIS,WI53227 		  PUBLIC CHARITY OPERATING EXP 2,000

ELMBROOK HUMANE SOCIETY

20950 ENTERPRISE AVENUE
BROOKFIELD,WI530455224 		  PUBLIC CHARITY OPERATING EXP 1,500

ENGLEWOOD HELPING HANDS

700 E DEARBORN STREET
ENGLEWOOD,FL34223 		  PUBLIC CHARITY OPERATING EXP 2,000

FEEDING AMERICA

1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		  PUBLIC CHARITY OPERATING EXP 13,000

FEEDING AMERICA

1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		  PUBLIC CHARITY CHRISTMAS 5,000

GIRLS ON THE RUN

5775 N GLEN PARK ROAD STE 203
MILWAUKEE,WI53209 		  YOUTH MENTORING OPERATING EXP 1,500

HABITAT FOR HUMANITY

3726 N BOOTH ST
MILWAUKEE,WI53212 		  PUBLIC CHARITY OPERATING EXP 1,500

HAWS WAUKESHA

701 NORTHVIEW RD
WAUKESHA,WI53188 		  ANIMAL CHARITY OPERATING EXP 2,000

HELPING HANDS HEALING HOOVES

1971 GRANDVILLE RD
CEDARBURG,WI53012 		  PUBLIC CHARITY OPERATING EXP 1,500

HISTORIC HAYMARKET MILWAUKEE I INC

800 W WELLS ST
MILWAUKEE,WI532331404 		  PUBLIC CHARITY OPERATING EXP 5,000

HOPE CENTER

502 N EAST AVE
WAUKESHA,WI53186 		  PUBLIC CHARITY OPERATING EXP 13,288

HOPE CENTER

502 N EAST AVE
WAUKESHA,WI53186 		  PUBLIC CHARITY BUILDING FUND 5,000

HOPE CENTER

502 N EAST AVE
WAUKESHA,WI53186 		  PUBLIC CHARITY GOLF FUND RAISER 600

HOPE HOUSE OF MILWAUKEE INC

209 WEST ORCHARD ST
MILWAUKEE,WI53204 		  PUBLIC CHARITY OPERATING EXP 2,000

HOPE HOUSE OF MILWAUKEE INC

209 WEST ORCHARD ST
MILWAUKEE,WI53204 		  PUBLIC CHARITY SHINING STAR - YOUTH PROGRAM 2,000

HUNGER TASK FORCE

201 S HAWLEY CT
MILWAUKEE,WI53214 		  PUBLIC CHARITY OPERATING EXP 7,000

LAKE AREA FREE CLINIC

856 B ARMOUR RD
OCONOMOWOC,WI53066 		  PUBLIC CHARITY FUND RAISING 800

LAKE AREA FREE CLINIC

856 B ARMOUR RD
OCONOMOWOC,WI53066 		  PUBLIC CHARITY OPERATING EXP 3,000

LAKE AREA FREE CLINIC

856 B ARMOUR RD
OCONOMOWOC,WI53066 		  PUBLIC CHARITY DENTAL CLINIC 1,000

LITERACY SERVICES OF WISCONSIN INC

555 N PLANKINTON
MILWAUKEE,WI53203 		  PUBLIC CHARITY OPERATING EXP 3,000

LITERACY SERVICES OF WISCONSIN INC

555 N PLANKINTON
MILWAUKEE,WI53203 		  PUBLIC CHARITY ADULT ED 2,000

LUKE HOMEN MEMORIAL CLASSIC

16520 DEER CREEK PARKWAY
BROOKFIELD,WI53005 		  PRIVATE CHARITY FUNDRAISING 2,000

LUTHERAN SOCIAL SERVICES - ASPEN CENTER

500 RIVERVIEW
WAUKESHA,WI53188 		  MENTAL HEALTH PRO OPERATING EXP 2,500

LUTHERAN SOCIAL SERVICES - B 2 THREE PROGRAM- WAUK CTY

500 RIVERVIEW
WAUKESHA,WI53188 		  COUNTY PROGRAM OPERATING EXP 7,500

MAKE-A- WISH

13195 W HAMPTON AVE
BUTLER,WI53007 		  PUBLIC CHARITY OPERATING EXP 1,000

MILWAUKEE ART MUSEUM

700 N ART MUSEUM DR
MILWAUKEE,WI53202 		  PUBLIC ORG/FACILITY OPERATING EXP 2,000

MILWAUKEE MUSLIM WOMEN'S COALITION

5235 S 27TH ST
GREENFIELD,WI53221 		  PUBLIC CHARITY SUMMER PROGRAM 3,000

MILWAUKEE PBS

PO BOX 88401
MILWAUKEE,WI53288 		  PUBLIC CHARITY OPERATING EXP 2,000

MILWAUKEE PUBLIC MUSEUM

800 WEST WELLS STREET
MILWAUKEE,WI532331478 		  PUBLIC CHARITY OPERATING EXP 2,500

MILWAUKEE RESCUE MISSION

830 NORTH 19TH STREET
MILWAUKEE,WI53233 		  PUBLIC CHARITY OPERATING EXP 3,500

MILWAUKEE RESCUE MISSION

830 NORTH 19TH STREET
MILWAUKEE,WI53233 		  PUBLIC CHARITY GREATEST NEED 3,500

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DRIVE
RESTON,VA20190 		  PUBLIC CHARITY OPERATING EXP 1,000

NIA IMANI FAMILY INC

1353 NORTH 25TH ST
MILWAUKEE,WI53205 		  PUBLIC CHARITY OPERATING EXP 5,000

PATHFINDERS

4200 N HOLTON ST SUITE 400
MILWAUKEE,WI53212 		  PUBLIC CHARITY OPERATING EXP 5,000

PEWAUKEE LAKE WATER SKI CLUB

P O BOX 197
PEWAUKEE,WI53072 		  NON-PROFIT ORG. OPERATING EXP 2,000

PLANNED PARENTHOOD OF WISCONSIN

302 N JACKSON ST
MILWAUKEE,WI53202 		  PUBLIC CHARITY OPERATING EXP 6,500

PLANNED PARENTHOOD OF WISCONSIN

302 N JACKSON ST
MILWAUKEE,WI53202 		  PUBLIC CHARITY PN/FP 4,000

PROFESSIONAL FIREFIGHTERS OF WI

321 EAST MAIN STREET
MADISON,WI53703 		  PUBLIC CHARITY BURN CAMP 2,500

REINS AND RIDES

4371 ARTHUR RD
SLINGER,WI53086 		  PUBLIC CHARITY RAMP 2,000

SAFARI CLUB INTERNATIONA (SCI)

S50 W30834 OLD VILLAGE ROAD
MUKWANAGO,WI53149 		  PUBLIC CHARITY OPERATING EXP 500

SAINT DAVIDS JUBILEE CENTER

401 S BROADWAY
ENGLEWOOD,FL34223 		  PUBLIC CHARITY OPERATING EXP 2,000

SEMPER FI GOLF OUTING

825 COLLEGE BLVD SUITE 102
OCEANSIDE,CA92057 		  PUBLIC CHARITY FUNDRAISER 515

SHARON LYNNE WILSON CENTER FOR THE ARTS

19805 WEST CAPITOL DR
BROOKFIELD,WI53045 		  ARTS AND EDUCATION OPERATING EXP 1,000

SOJOURNER FAMILY PEACE CENTER

PO BOX 080319
MILWAUKEE,WI53212 		  PUBLIC CHARITY OPERATING EXP 3,000

SPECIAL OLYMPICS WISCONSIN

PO BOX 8546
MADISON,WI537088546 		  PUBLIC CHARITY SUMMER GAMES 1,500

ST JUDES

501 ST JUDE PLACE
MEMPHIS,TN381051942 		  PUBLIC CHARITY OPERATING EXP 2,000

SUPPORT THE TROOPS WI

6087 HWY 60
HARTFORD,WI53027 		  PUBLIC CHARITY OPERATING EXP 500

THE SALVATION ARMY EMERGENCY LODGE

1730 N 7TH ST
MILWAUKEE,WI53212 		  PUBLIC CHARITY OPERATING EXP 3,000

THE SALVATION ARMY

11315 W WATERTOWN PLANK ROAD
WAUWATOSA,WI532260019 		  PUBLIC CHARITY OPERATING EXP 5,000

THE SALVATION ARMY

11315 W WATERTOWN PLANK ROAD
WAUWATOSA,WI532260019 		  PUBLIC CHARITY RED KETTLE 1,500

THE WOMEN'S CENTER

505 NORTH EAST AVENUE
WAUKESHA,WI53186 		  PUBLIC CHARITY OPERATING EXP 7,000

TOWN OF STEPHENSON FIRE DEPT

W12563 RANCH RD
CRIVITZ,WI54114 		  PUBLIC SAFETY OPERATING EXP 1,000

TWIN BRIDGE RESCUE SQUAD

PO BOX 745
CRIVITZ,WI54114 		  PUBLIC SERVICE OPERATING EXP 1,000

UNITED PERFORMING ARTS FUND

301 W WISCONSIN AVE SUITE 600
MILWAUKEE,WI53203 		  PUBLIC CHARITY GREATEST NEED 2,000

UNITED WAY (BACKPACK COALITION)

P O BOX 88988
MILWAUKEE,WI53288 		  PUBLIC CHARITY SCHOOL SUPPLIES 2,000

UWM PECK SCHOOL OF THE ARTS

1440 E NORTH AVE
MILWAUKEE,WI53202 		  EDUCATION OPERATING EXP 1,000

VARIETY

12425 KNOLL RD SUITE 110
ELM GROVE,WI53122 		  PUBLIC CHARITY SUMMER CAMP 3,000

VARIETY

12425 KNOLL RD SUITE 110
ELM GROVE,WI53122 		  PUBLIC CHARITY OPERATING EXP 4,000

VETERANS OUTREACH OF WISCONSIN

1624 YOUT ST
RACINE,WI53404 		  PUBLIC CHARITY OPERATING EXP 5,000

VINCE LOMBARDI GOLF CLASSIC

13400 BISHOPS LANE SUITE 120
BROOKFIELD,WI53005 		  FOUNDATION FUNDRAISER 6,000

WAGS INC

1357 GREENWAY CROSS 157
MADISON,WI53713 		  PUBLIC CHARITY OPERATING EXP 2,000

WALKER'S POINT YOUTH & FAMILY CENTER

1123 N WATER ST SUITE 400
MILWAUKEE,WI53202 		  PUBLIC CHARITY OPERATING EXP 3,000

WI CONSERVATORY OF MUSIC

1584 N PROSPECT AVE
MILWAUKEE,WI53202 		  PUBLIC CHARITY OPERATING EXP 1,000

WILDLIFE IN NEED CENTER

W349S1480 SOUTH WATERVILLE RD SUITE
B
OCONOMOWOC,WI53066 		  PUBLIC CHARITY GREATEST NEED 2,000

WILDLIFE IN NEED CENTER

W349S1480 SOUTH WATERVILLE RD SUITE
B
OCONOMOWOC,WI53066 		  PUBLIC CHARITY OPERATING EXP 3,000

WISCONSIN HUMANE SOCIETY

4500 WEST WISCONSIN AVENUE
MILWAUKEE,WI532083156 		  PUBLIC CHARITY OPERATING EXP 2,000

WOODLAND ACADEMY LAKE COUNTRY INC

440 COTTONWOOD
HARTLAND,WI53029 		  PRIVATE SCHOOL FIELD TRIPS 2,000

WOODLAND ACADEMY LAKE COUNTRY INC

440 COTTONWOOD
HARTLAND,WI53029 		  PRIVATE SCHOOL OPERATING EXP 2,500

ZACHARIAH'S ACRES

16575 PATRICIA LANE
BROOKFIELD,WI53005 		  PUBLIC CHARTIY OPERATING EXP 1,000

ZOOLOGICAL SOCIETY OF MILWAUKEE

10005 W BLUE MOUND ROAD
MILWAUKEE,WI53226 		  PUBLIC CHARITY EDUCATION 1,500

ZOOLOGICAL SOCIETY OF MILWAUKEE

10005 W BLUE MOUND ROAD
MILWAUKEE,WI53226 		  PUBLIC CHARITY GREATEST NEED 1,500
Total .................................right arrow 3a 232,203
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
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
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 1,510  
4 Dividends and interest from securities ....     14 127,429  
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 ............ 		    18 239,256  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 368,195 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
368,195
(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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
KOLAGA FAMILY CHARITABLE TRUST
EIN:
39-6281716
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 250 250   0

TY 2024 InvestmentsGovtObligationsSch
Name:
KOLAGA FAMILY CHARITABLE TRUST
EIN:
39-6281716
US Government Securities - End of Year Book Value:

28,926
US Government Securities - End of Year Fair Market Value:

27,833
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
KOLAGA FAMILY CHARITABLE TRUST
EIN:
39-6281716
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMCAP FUND CLASS F-2 FMV 151,125 234,173
AMERICAN BALANCED FUND CLASS F-2 FMV 452,511 633,448
AMERICAN HIGH INCOME TRUST FUND CLASS F2 FMV 135,490 139,771
AMERICAN MUTUAL FUND CLASS F-2 FMV 172,531 256,479
FPA CRESCENT PORTFOLIO FMV 105,557 127,770
FPA NEW INCOME INC COM FMV 211,289 207,659
AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS F2 FMV 161,383 248,204
HARBOR BOND FUND INSTITUTIONAL CLASS FMV 81,983 68,589
THE HARTFORD CHECKS AND BLANCES FD CLASS I FMV 147,752 153,138
THE HARTFORD BALANCED INCOME FUND CLASS I FMV 174,554 174,567
THE HARTFORD MIDCAP FUND CLASS I FMV 91,852 84,384
THE HARTFORD EQUITY INCOME FUND CLASS I FMV 99,068 103,563
THE INCOME FUND OF AMERICA CLASS F-2 FMV 249,837 307,811
NEW PERSPECTIVE FUND CLASS F-2 FMV 227,115 345,936
NEW WORLD FUND CLASS F-2 FMV 88,726 119,819
PIMCO INCOME FUND INSTITUTIONAL CLASS FMV 94,416 86,044
PRIMECAP ODYSSEY GROWTH FUND FMV 131,065 116,752
T ROWE PRICE CAPITAL APPRECIATION FMV 703,279 837,072
SMALL CAP WORLD FUND CLASS F-2 FMV 77,862 110,440
WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 FMV 133,356 201,813
ISHARES TR SELECT DIVID ETF FD FMV 38,210 65,645
SPDR SER TR S&P DIVID ETF FMV 45,612 79,260
T ROWE PRICE EXCHANGE-TRADED FDS INC CAP APPRECIATION FMV 49,994 64,544
ATHLENE FIXED ANNUITY - 12/28/26 MATURITY FMV 150,000 150,000
F AND G FIXED ANNUITY - 1/1/29 MATURITY FMV 150,000 150,000
OXFORD NQ FIXED ANTY 5.5% 4 YRS. MAT 12/18/27 FMV 150,000 150,000

TY 2024 OtherExpensesSchedule
Name:
KOLAGA FAMILY CHARITABLE TRUST
EIN:
39-6281716
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE 141 0   141
SUPPLIES 803 0   803
FOREIGN TAX PAID 629 629   0


TY 2024 OtherProfessionalFeesSchedule
Name:
KOLAGA FAMILY CHARITABLE TRUST
EIN:
39-6281716
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 20,052 20,052   0


TY 2024 TaxesSchedule
Name:
KOLAGA FAMILY CHARITABLE TRUST
EIN:
39-6281716
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF TAXES 1,760 0   0