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
GORDON FLESCH CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2675 RESEARCH PARK DR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, WI537114906
A Employer identification number

46-0515342
B Telephone number (see instructions)

(608) 271-2100
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$41,866
J 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) 189,085
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 0 0 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 189,085 0 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 25 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 0 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 172 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 197 0 0 0
25 Contributions, gifts, grants paid....... 189,930 189,930
26 Total expenses and disbursements. Add lines 24 and 25 190,127 0 0 189,930
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,042
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 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............. 42,908 41,866 41,866
2 Savings and temporary cash investments.........      
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 0 0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,908 41,866 41,866
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
0
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........ 42,908 41,866
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 42,908 41,866
30 Total liabilities and net assets/fund balances (see instructions). 42,908 41,866
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
42,908
2
Enter amount from Part I, line 27a .....................
2
-1,042
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
41,866
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
41,866
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
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  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
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 arrow0 Refundedright arrow 11 0
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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
 
No
Website addressright arrow  
14
The books are in care ofright arrowGordon Flesch Company Inc Telephone no.right arrow (608) 271-2100

Located atright arrow2675 RESEARCH PARK DRMADISONWI ZIP+4right arrow537114906
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
Kelly MoranClick to see attachment
List of Attached Documents:
// Content
President
2.00
0 0 0
2675 Research Park Drive
Madison,WI53711
Aaron MonogueClick to see attachment
List of Attached Documents:
// Content
Vice President
1.00
0 0 0
2675 Research Park Drive
Madison,WI53711
Naveed ShiraziClick to see attachment
List of Attached Documents:
// Content
Secretary
1.00
0 0 0
200 S Wacker Drive
Chicago,IL60606
Kelly WilliamsClick to see attachment
List of Attached Documents:
// Content
Treasury
1.00
0 0 0
11021 W Lincoln Ave
West Allis,WI53227
Andrew LongfellowClick to see attachment
List of Attached Documents:
// Content
Director
1.00
0 0 0
5801 Westminster Drive
Cedar Falls,IA50613
Robert MooreClick to see attachment
List of Attached Documents:
// Content
Director
1.00
0 0 0
5602 West 73rd Street
Indianapolis,IN46278
Jason MosemanClick to see attachment
List of Attached Documents:
// Content
Director
1.00
0 0 0
2913 Tempest Court
Appleton,WI54913
Joe WilliamsonClick to see attachment
List of Attached Documents:
// Content
Director
1.00
0 0 0
5655 Venture Drive
Dublin,OH43017
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
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)
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
0
b
Average of monthly cash balances.......................
1b
42,440
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
42,440
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
42,440
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
637
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,803
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,090
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,090
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
0
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,090
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,090
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
2,090
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
189,930
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
189,930
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 2,090
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,240
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 189,930
a Applied to 2023, but not more than line 2a 2,240
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus 187,690
5 Excess distributions carryover applied to 2024.    
(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 5 187,690
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 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 ..........
2,090
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
187,690
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.... 187,690
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

Between Friends Food Pantry

52 Wheeler Rd
Sugar Grove,IL60554
No Relationship PF Since 2009 Between Friends Food Pantry has remained faithful to our mission to ensure that no one in our community goes hungry while empowering people to remain self-sufficient during difficult economic times. We are neighbors helping neighbors. 5,000

Beyond Blessed Food Pantry

1515 Walnut St
Baraboo,WI53913
No Relationship PF Treat every individual with dignity and respect while addressing the food scarcity issues at hand. 5,000

Cafe on Vine

932 West 6th Street
Davenport,IA52802
No Relationship PF The Mission of Cafe on Vine: To promote the dignity of each person by feeding the hungry and advocating for an end to hunger in our community. 2,000

Call to Freedom

1915 E 8th Street
Suite 100
Sioux Falls,SD57103
No Relationship PF Founded in 2016 Call to Freedom CTF is a nonprofit organization with a mission to bring wholeness to all individuals impacted by sex and labor trafficking and commercial sexual exploitation CSE by navigating a healing path through our continuum of care model. Our vision is to create a comprehensive CommUNITY model of care for individuals and support communities while educating and advocating to combat sex and labor trafficking and commercial sexual exploitation. 5,000

Casa Guadalupe Ed Center

419 Roosevelt Dr
West Bend,WI53090
No Relationship PF Casa Guadalupe Education Centers mission is To be the bridge of integration to Hispanics and to the communities in which they live through education and community access. 8,000

Community Clothes Closet

1465 B Opportunity Way
Menasha,WI54952
No Relationship PF Community Clothes Closet has been serving disadvantaged individuals and families in Northeastern Wisconsin since 1980. Clothing can open the door to a better future and we are dedicated to our mission of providing free clothing to all people in need. We partner with 70+ other social service agencies who vet and refer clients all of whom demonstrate financial challenges. Through generous donations we provide the basic necessities of clothing outerwear footwear accessories and bedding. 5,000

Crisis Intervention Service

206 Third NE
Mason City,IA50401
No Relationship PF OUR MISSION The mission of Crisis Intervention Service is to provide persons affected by domestic violence sexual assault trafficking stalking homicide and other violent crimes with professional confidential 24-hour services including safety and support and to prevent violence in our communities through education. 2,500

Distinguished Young Women

7851 Pickle Creek County
Caledonia,WI53108
No Relationship PF Distinguished Young Women is a national scholastic honorary program that inspires high school women in their junior year to develop their full individual potential through a fun transformative experience that culminates in a celebratory showcase of their accomplishments. We positively impact the lives of young women by promoting scholarship leadership and talent. There are five areas of evaluation as part of the program: Judges Interview 25% Scholastic Achievement 25% Talent 20%, 5,000

Ecker Center for Behavioral Health

1845 Grandstand Place
Elgin,IL60123
No Relationship PF Ecker Center for Behavioral Healths vision is to be a safe supportive and empowering provider of comprehensive behavioral health care services for children adolescents and adults in our communities. 5,000

Gildas Club

7907 UW Health Court
Middleton,WI53562
No Relationship PF Gildas Club Madisons mission is to uplift and strengthen people impacted by cancer by providing support fostering compassionate communities and breaking down barriers to care. We work toward our mission by offering emotional support education advocacy and healthy living activities for men women and children touched by any kind of cancer at any stage. All programs are offered at no cost to participants. 5,000

Habitat for Humanity of Southeast Ohio

707 Slocum Ave
Lancaster,OH43130
No Relationship PF Habitat for Humanity of Southeast Ohio brings local families individuals businesses and organizations together to build strength stability and self-reliance through shelter. Habitat SEO builds new affordable housing in partnership with families who dream of homeownership. Our mission is to provide a "hand up not a hand out. Once homes are built families pay an affordable zero interest mortgage to Habitat SEO. We believe everyone deserves a safe affordable place to call home. 5,000

Heads up Fox Cities

2925 E Ridge Pl
Neenah,WI54956
No Relationship PF Our MISSION Empowering Transitional Age Youth TAY to break the cycle of childhood & family trauma and reduce social inequities through compassionate community engagement support and collaboration. 5,000

Healing Hands Outreach Center

1200 N Russell Rd
Bloomington,IN47408
No Relationship PF The mission of Healing Hands Outreach Center Inc. HHOC is to connect high-risk low-income residents in need to a community of support. HHOC accomplishes their mission by offering extensive outreach services addressing the immediate and long-term needs in the areas of homelessness hunger poverty addiction education and human trafficking. 5,000

Horizons Unlimited of Palo Alto County

2107 Main Street
Box 567
Emmetsburg,IA50536
No Relationship PF Providing Opportunities for Our Horizons Family to Develop Their Full Potential in A Positive Atmosphere. 5,000

Janus Development Services Inc

1555 Westfield Rd
Noblesville,IN46062
No Relationship PF Mission Vision: Janus will be the recognized partner of choice for individuals with disabilities their families and their community. Our consumers will be defined by their abilities. Janus will offer opportunities for education employment training independent living services and information to individuals and their families. Janus activities will promote the confidence and choice that will result in a sense of achievement. 3,000

Journey 21

1671 Old School House Road
Oconomowoc,WI53066
No Relationship PF Journey21 is an Enrichment Center and future Residential Community for adults with an intellectual or developmental disability IDD located in southeastern Wisconsin on a 12-acre parcel in the Pabst Farms development in Oconomowoc. Our mission: to provide safe supportive and enriching living and learning options for adults with intellectual or developmental disabilities in Waukesha County Wisconsin and surrounding communities. 5,000

Journeys the Road Home

1140 E Northwest Highway
Palatine,IL60074
No Relationship PF The mission of JOURNEYS | The Road Home is to individually assess and serve the homeless and those at risk of becoming homeless while broadening community awareness and involvement with the homeless. 5,000

Kandu Industries

1741 Adel St
Janesville,WI53546
No Relationship PF KANDUs mission is to create promote and provide diverse opportunities for our 200 clients people with disabilities disadvantages dementia to pursue greater independence and a more meaningful life. For over 60 years KANDU has been a beacon of support transforming the lives of traditionally underserved individuals by providing care services job training and placement and living skills instruction to individuals with disabilities and dementia in Wisconsin. 5,000

Keneth Butler Memorial Soup Kitchen

202 E Main St
Greenfield,IN46140
No Relationship PF To serve the sheep of Jesus Christ regardless of their race religion gender orientation medical diagnosis mental capacity or history by providing their immediate need for nutritious meals. 4,500

Lazarus House

214 Walnut Street
St Charles,IL60174
No Relationship PF The Lazarus House mission is to offer guests connected to our communities who are homeless or in need hope for the future by providing hospitality food safe shelter and education - tools for life. 5,000

Monroe County United Ministries

827 W 14th Ct
Bloomington,IN47404
No Relationship PF MCUM creates lasting solutions to economic educational and social injustices in our community through quality services collaboration and innovation. Our vision is to eliminate generational poverty for the people we serve. 3,430

My Happy Place

14587 300th Ct
Mason City,IA50401
No Relationship PF Creating joyful spaces for the well-being of those with a serious health diagnosis 3,500

NAMI Brown County

1234 Main St
Suite 11
Green Bay,WI54302
No Relationship PF Our mission is to improve the quality of life for those affected by mental illness and to support research to someday eliminate these illnesses. We provide support education and advocacy to those living with a mental illness their families and the community. 5,000

Neighborhood Food Pantries

123 Fremont Street
West Chicago,IL60185
No Relationship PF To improve the health and well-being of our neighbors by providing reliable access to nutritious food in welcoming environments through the generosity of volunteers individuals and community partnerships. 5,000

Open Arms Christian Ministries Inc

4516 W State Rd 54
Bloomfield,IN47401
No Relationship PF Open Arms Christian Ministries provides Christian care to emotionally disturbed neglected or orphaned children in need. We provide hope and healing to children who have experienced trauma particularly those involved in the foster system. We aim to raise the standard of care for youth and families in rural southern Indiana through the therapeutic services provided at our residential facilities the training we provide to our network of foster families and our community collaborations. 6,000

Oshkosh Area Community Pantry

2551 Jackson St
Oshkosh,WI54901
No Relationship PF The Oshkosh Area Community Pantry strives to eliminate food insecurity. 5,000

OSU LifeSports

University Square North
14 E 15th Avenue
Columbus,OH43210
No Relationship PF The LiFEsports mission is: to prepare youth for life and leadership through sports. 5,000

Parke County Resource Center

52 West Middle Street
Rosedale,IN47874
No Relationship PF To provide food any hygiene resources to those in our community with that need. 5,000

Reach Counseling

1509 S Commercial St
Neenah,WI54956
No Relationship PF Reach Counseling is a sexual assault service provider for children and adults that offers culturally responsive outreach prevention education victim advocacy trauma counseling and sex offender treatment. As an anti-violence agency we strive to heal lives and transform communities. 5,000

Rebuilding Together Muscatine

1424 B Houser Street
Muscatine,IA52761
No Relationship PF Rebuilding Together Muscatine Countys mission statement is: Repairing homes revitalizing communities rebuilding lives 5,000

Rock Rapids United Fund

411 First Ave
Rock Rapids,IA51246
No Relationship PF Emergency relief 5,000

Shepherds College

1805 15th Ave
Union Grove,WI531821527
No Relationship PF Because people with intellectual and developmental disabilities have unrealized God-given potential Shepherds College provides a uniquely designed learning environment for our students to discover and maximize that potential so they each are empowered to lead a fulfilling life. 5,000

Spencer Chamber Foundation

1805 Highway Blvd
Spencer,IA51301
No Relationship PF Emergency relief 5,000

Spike the Stigma MENd the Mind

129 S Sylvan Avenue
Columbus,OH43204
No Relationship PF Our mission is to support suicide prevention especially among men by raising funds that will directly benefit other local 501c3 non-profit organizations that aid in preventing suicide promoting mental health education and providing support to individuals and families who have been impacted by a loss to suicide. 2,500

St Gregory of Nyssa

2219 Summit Street
Columbus,OH43201
No Relationship PF To feed clothe and love our neighbors. 5,000

The Cocoon

PO Box 1165
Bowling Green,OH43402
No Relationship PF The Cocoon exists to provide safety healing and justice across the lifespan for survivors of domestic and sexual violence their children and all of those affected by abuse. We work to educate and increase awareness about abuse and commit to building a compassionate and safe community. 5,000

The Equine Haven

7911 Degood Rd
Ostrander,OH43061
No Relationship PF The purpose is to the dedication to the rescue of starved neglected and feral horses to help heal and rehabilitate those that can be adopted out to loving homes and to provide a permanent homes for those that are disabled. In support of these efforts the organization seeks to increase beneficial human and equine relationships through animal human interaction. 2,500

The Teacher Store

3015 Blairs Ferry Rd NE
Cedar Rapids,IA52402
No Relationship PF The Teacher Store supports our communities by providing free classroom materials and supplies to area K-12 educators and their students. 5,000

Theresas Flowers

5325 s 8th St
Milwaukee,WI53221
No Relationship PF "Spreading Hope One Bouquet At a Time." Our volunteers deliver flowers to cancer patients who are receiving treatment for all types of cancer. We are funded by donations and supported and operated by volunteers. In 2016 Terese Ulickey was in her third bout with metastatic breast cancer when she began using flowers to spread hope to other cancer patients. She took flowers given to her and would give them to another patient receiving chemo treatments before her own chemo appointment started. 2,000

Verona Weekend Food Program

415 W Verona Ave
Verona,WI53593
No Relationship PF To provide food bags with nutritious food and provided on Fridays to any child within the VASD elementary schools who needs one to help sustain them over the weekend until Monday arrives. 5,000

Aware Evansville Community Action Inc

20 Eclipse Center
Beloit,WI53511
No Relationship PF At Community Action we provide access and opportunity for those we serve and those who support our efforts. Through innovative programs and strong community partnerships we eliminate barriers establishing clear pathways to economic self-reliance. 5,000
Total .................................right arrow 3a 189,930
bApproved for future payment
Total ................................. right arrow 3b  
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ...........
  0   0 0
4 Dividends and interest from securities ....   0   0 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............
  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a  
  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(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: 24020569
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 OtherExpensesSchedule
Name:
GORDON FLESCH CHARITABLE FOUNDATION INC
EIN:
46-0515342
Software ID:
24020569
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Analysis fees 172 0 0 0


TY 2024 OtherProfessionalFeesSchedule
Name:
GORDON FLESCH CHARITABLE FOUNDATION INC
EIN:
46-0515342
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Filing fee 25 0 0 0


TY 2024 SubstantialContributorsSch
Name:
GORDON FLESCH CHARITABLE FOUNDATION INC
EIN:
46-0515342
Software ID:
24020569
Software Version:
V2.0
Name Address
Gordon Flesch Company Inc 2675 Research Park Drive
Madison,WI53711