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
FATIMA FOUNDATION OF MILWAUKEE
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

85-2532503
B Telephone number (see instructions)

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$30,847,698J 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      
4 Dividends and interest from securities... 985,458 979,726  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,487,405
b Gross sales price for all assets on line 6a 14,303,614
7 Capital gain net income (from Part IV, line 2)... 1,487,405
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,519 4,519  
12 Total. Add lines 1 through 11........ 2,477,382 2,471,650  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 222,283 200,055   22,228
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,431 0 0 1,431
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
48,110 26,317   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 273,324 226,372 0 25,159
25 Contributions, gifts, grants paid....... 5,243,241 5,243,241
26 Total expenses and disbursements. Add lines 24 and 25 5,516,565 226,372 0 5,268,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,039,183
b Net investment income (if negative, enter -0-) 2,245,278
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.............   9,381 9,381
2 Savings and temporary cash investments......... 4,436,480 1,696,715 1,696,715
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,853,794 Click to see attachment
List of Attached Documents:
// Content
6,425,078 		7,849,482
c Investments—corporate bonds (attach schedule)....... 493,880    
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).......... 17,101,990 Click to see attachment
List of Attached Documents:
// Content
20,719,494 		21,260,262
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
35,637 		Click to see attachment
List of Attached Documents:
// Content
31,858 		Click to see attachment
List of Attached Documents:
// Content
31,858
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,921,781 28,882,526 30,847,698
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 31,921,781 28,882,526
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)..... 31,921,781 28,882,526
30 Total liabilities and net assets/fund balances (see instructions). 31,921,781 28,882,526
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
31,921,781
2
Enter amount from Part I, line 27a .....................
2
-3,039,183
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
28,882,598
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
72
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,882,526
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 500000. AMERICAN HONDA MTN 2.900% 2/16/24   2022-06-16 2024-02-16
b 3398. ISHARES RUSSELL 1000 VALUE   2021-01-20 2024-03-01
c 43783.08 NYLI FLOATING RATE FUND I   2023-03-27 2024-03-01
d 144325.517 NYLI FLOATING RATE FUND I   2022-06-10 2024-03-01
e 260. ABBOTT LABORATORIES   2020-11-06 2024-03-04
251. ABBVIE INC   2022-12-14 2024-03-04
24. ALBEMARLE CORP   2023-04-10 2024-03-04
43. ANALOG DEVICES INC   2022-12-14 2024-03-04
789. BANK OF AMERICA CORP   2020-11-12 2024-03-04
127. BEST BUY INC   2021-08-27 2024-03-04
37. BLACKROCK INC   2022-06-08 2024-03-04
99. CATERPILLAR INC   2023-04-10 2024-03-04
130. HOME DEPOT INC   2021-08-27 2024-03-04
236. J P MORGAN CHASE & CO   2020-11-12 2024-03-04
62. L3HARRIS TECHNOLOGIES INC   2022-12-14 2024-03-04
83. MARATHON PETROLEUM CORP   2020-11-06 2024-03-04
21. MASTERCARD INC   2021-08-27 2024-03-04
35. MICROSOFT CORP   2023-01-26 2024-03-04
205. MORGAN STANLEY DEAN WITTER & CO   2022-12-14 2024-03-04
196. PROLOGIS INC COM   2023-08-11 2024-03-04
232. QUALCOMM INC   2023-11-10 2024-03-04
389. TARGET CORPORATION   2020-11-12 2024-03-04
103. TEXAS INSTRS INC   2021-08-27 2024-03-04
26. UNION PAC CORP   2022-03-08 2024-03-04
7. VISA INC   2020-11-12 2024-03-04
56. ACCENTURE PLC IRELAND SHS CLASS A   2023-01-26 2024-03-04
5. LINDE PLC SHS   2023-01-26 2024-03-04
198. MEDTRONIC PLC   2022-03-08 2024-03-04
90699.992 BAIRD ULTRA SHORT BOND INSTITUTIONAL   2022-05-23 2024-04-24
44697.294 BARON EMERGING MARKETS INSTITUTIONAL   2021-01-20 2024-04-24
81692.925 FEDERATED HERMES INSTL HI YLD BD IS   2024-03-01 2024-04-24
3682. ISHARES RUSSELL 1000 VALUE   2021-01-20 2024-04-24
41870.367 NUVEEN PREFERRED SECS & INC FD CL I   2024-03-01 2024-04-24
5450.121 NUVEEN PREFERRED SECS & INC FD CL I   2021-09-01 2024-04-24
1327. ALBEMARLE CORP   2020-11-06 2024-08-27
386. CATERPILLAR INC   2023-04-10 2024-08-27
651. ABBOTT LABORATORIES   2020-11-06 2024-10-10
936. ABBVIE INC   2022-12-14 2024-10-10
1746. ALPHABET INC CL A   2020-11-06 2024-10-10
352. AMGEN INC   2022-03-08 2024-10-10
387. ANALOG DEVICES INC   2022-12-14 2024-10-10
1188. APPLE COMPUTER INC COM   2020-12-02 2024-10-10
2785. BANK OF AMERICA CORP   2020-11-06 2024-10-10
707. BEST BUY INC   2021-08-27 2024-10-10
69. BLACKROCK INC COM   2020-11-12 2024-10-10
70. BROADCOM INC   2024-08-27 2024-10-10
457. CME GROUP INC   2023-04-10 2024-10-10
251. CHEVRONTEXACO CORP   2023-11-10 2024-10-10
2276. CISCO SYS INC   2020-11-06 2024-10-10
1418. COMCAST CORP CL A   2023-11-10 2024-10-10
2131. COMCAST CORP CL A   2021-01-20 2024-10-10
111. CONOCOPHILLIPS COM   2023-11-10 2024-10-10
514. CONOCOPHILLIPS COM   2022-03-08 2024-10-10
115. DEERE & CO   2023-08-11 2024-10-10
786. GILEAD SCIENCES INC COM   2020-11-06 2024-10-10
26669.157 HARDING LOEVNER INTERNATIONAL EQUITY   2021-01-06 2024-10-10
208. HOME DEPOT INC   2020-11-06 2024-10-10
504. HONEYWELL INTERNATIONAL INC   2020-11-06 2024-10-10
1062. J P MORGAN CHASE & CO   2020-11-06 2024-10-10
388. L3HARRIS TECHNOLOGIES INC   2022-12-14 2024-10-10
752. MARATHON PETROLEUM CORP   2020-11-06 2024-10-10
134. MASTERCARD INC   2020-11-12 2024-10-10
609. MICROSOFT CORP   2020-11-12 2024-10-10
251. MONDELEZ INTL INC CL A   2024-03-04 2024-10-10
1191. MONDELEZ INTL INC CL A   2022-12-14 2024-10-10
1990. MORGAN STANLEY DEAN WITTER & CO   2022-03-08 2024-10-10
2281. NEXTERA ENERGY INC   2021-08-27 2024-10-10
161. NIKE INC CL B COM   2024-08-27 2024-10-10
3834. PFIZER INC   2020-11-06 2024-10-10
247. QUALCOMM INC   2023-08-11 2024-10-10
1245. STARBUCKS CORP   2020-11-06 2024-10-10
484. TARGET CORPORATION   2022-12-14 2024-10-10
1161. TEXAS INSTRS INC   2020-11-06 2024-10-10
136. UNION PAC CORP   2022-03-08 2024-10-10
48. UNITED PARCEL SERVICE INC CL B   2023-11-10 2024-10-10
312. UNITED PARCEL SERVICE INC CL B   2023-08-11 2024-10-10
182. UNITEDHEALTH GRP INC COM   2020-11-12 2024-10-10
1120. VERIZON COMMUNICATIONS   2020-11-06 2024-10-10
246. VISA INC   2020-11-12 2024-10-10
241. ACCENTURE PLC IRELAND SHS CLASS A   2023-04-10 2024-10-10
191. LINDE PLC SHS   2021-08-27 2024-10-10
1161. MEDTRONIC PLC   2022-03-08 2024-10-10
95215.266 BAIRD AGGREGATE BOND FD INSTL   2024-04-24 2024-11-19
999. BANK OF AMERICA CORP   2020-11-06 2024-12-09
79. BLACKROCK INC COM   2020-11-12 2024-12-09
41. DEERE & CO   2024-03-04 2024-12-09
152. DEERE & CO   2023-08-11 2024-12-09
758. NIKE INC CL B COM   2024-08-27 2024-12-09
26. VERIZON COMMUNICATIONS   2024-03-04 2024-12-09
1789. VERIZON COMMUNICATIONS   2020-11-06 2024-12-09
CAPITAL GAIN DIVIDENDS P    
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(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 500,000   500,000  
b 584,170   481,342 102,828
c 388,794   379,469 9,325
d 1,281,611   1,248,027 33,584
e 31,180   29,842 1,338
44,417   41,519 2,898
3,208   4,692 -1,484
8,397   7,545 852
27,754   21,057 6,697
9,889   15,070 -5,181
31,059   24,697 6,362
33,616   23,655 9,961
49,689   42,079 7,610
44,050   28,478 15,572
13,418   13,564 -146
14,545   2,619 11,926
9,850   7,437 2,413
14,529   8,523 6,006
18,484   18,844 -360
26,054   24,193 1,861
38,806   28,906 9,900
58,797   61,183 -2,386
17,766   19,603 -1,837
6,589   6,805 -216
1,959   1,464 495
21,470   15,316 6,154
2,279   1,630 649
16,754   21,114 -4,360
917,884   903,243 14,641
639,618   923,893 -284,275
707,461   713,996 -6,535
636,485   520,890 115,595
630,568   634,755 -4,187
82,079   96,516 -14,437
117,893   160,299 -42,406
134,992   83,069 51,923
75,293   73,968 1,325
181,144   154,826 26,318
282,973   173,035 109,938
112,821   82,652 30,169
89,168   68,079 21,089
271,242   175,061 96,181
110,923   75,878 35,045
68,925   82,500 -13,575
65,854   45,915 19,939
12,945   11,165 1,780
100,986   88,491 12,495
37,857   36,213 1,644
121,755   88,493 33,262
58,496   59,415 -919
87,909   104,241 -16,332
12,448   12,857 -409
57,641   52,466 5,175
46,440   50,162 -3,722
66,726   52,840 13,886
753,404   757,635 -4,231
85,293   65,683 19,610
107,253   98,080 9,173
224,961   123,411 101,550
93,855   84,887 8,968
125,196   74,347 50,849
66,490   46,256 20,234
252,844   166,293 86,551
17,814   17,948 -134
84,526   82,221 2,305
214,584   167,253 47,331
185,046   193,090 -8,044
13,229   13,676 -447
112,456   143,203 -30,747
41,340   28,344 12,996
117,071   113,445 3,626
75,366   74,022 1,344
234,668   196,744 37,924
32,297   35,594 -3,297
6,383   6,949 -566
41,489   55,306 -13,817
108,193   77,968 30,225
48,109   67,350 -19,241
67,910   51,947 15,963
86,766   67,332 19,434
89,442   60,660 28,782
103,305   123,805 -20,500
931,205   906,659 24,546
46,087   26,595 19,492
82,861   52,443 30,418
18,468   14,958 3,510
68,466   64,896 3,570
59,185   64,385 -5,200
1,110   1,046 64
76,395   88,187 -11,792
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
      602,887
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       102,828
c       9,325
d       33,584
e       1,338
      2,898
      -1,484
      852
      6,697
      -5,181
      6,362
      9,961
      7,610
      15,572
      -146
      11,926
      2,413
      6,006
      -360
      1,861
      9,900
      -2,386
      -1,837
      -216
      495
      6,154
      649
      -4,360
      14,641
      -284,275
      -6,535
      115,595
      -4,187
      -14,437
      -42,406
      51,923
      1,325
      26,318
      109,938
      30,169
      21,089
      96,181
      35,045
      -13,575
      19,939
      1,780
      12,495
      1,644
      33,262
      -919
      -16,332
      -409
      5,175
      -3,722
      13,886
      -4,231
      19,610
      9,173
      101,550
      8,968
      50,849
      20,234
      86,551
      -134
      2,305
      47,331
      -8,044
      -447
      -30,747
      12,996
      3,626
      1,344
      37,924
      -3,297
      -566
      -13,817
      30,225
      -19,241
      15,963
      19,434
      28,782
      -20,500
      24,546
      19,492
      30,418
      3,510
      3,570
      -5,200
      64
      -11,792
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,487,405
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 31,209
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 31,209
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 31,209
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,868
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,868
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 20,341
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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
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
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowUS BANK Telephone no.right arrow (414) 765-5017

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow53201
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
KEVIN LONG CO-TRUSTEE
1 		0    
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI53202
THOMAS LINN CO-TRUSTEE
1 		0    
4415 N LAKE DR
SHOREWOOD,WI53211
US BANK N A TRUSTEE
1 		222,283    
PO BOX 0634
MILWAUKEE,WI532010624
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 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
29,891,576
b
Average of monthly cash balances.......................
1b
3,927,678
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
33,819,254
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
33,819,254
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
507,289
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,311,965
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,665,598
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
1,665,598
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
31,209
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,209
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,634,389
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,634,389
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
1,634,389
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
5,268,400
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,268,400
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 1,634,389
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...... 0
b From 2020...... 1,368,276
c From 2021...... 2,601,751
d From 2022...... 1,883,596
e From 2023...... 2,764,524
f Total of lines 3a through e ........ 8,618,147
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,268,400
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..... 1,634,389
e Remaining amount distributed out of corpus 3,634,011
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 12,252,158
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 ...... 		12,252,158
10 Analysis of line 9:
a Excess from 2020.... 1,368,276
b Excess from 2021.... 2,601,751
c Excess from 2022.... 1,883,596
d Excess from 2023.... 2,764,524
e Excess from 2024.... 3,634,011
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).)
NONE
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.
NONE
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

INST CHRIST KING SOVEREIGN PRIEST

6415 S WOODLAND AVENUE
CHICAGO,IL606373817 		NONE PC GENERAL OPERATING 3,932,431

WOMEN'S CARE CENTER OF MILWAUKEE

C/O REVEREND ANDREW J LINN
SHOREWOOD,WI532111776 		NONE PC GENERAL OPERATING 1,310,810
Total .................................right arrow 3a 5,243,241
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
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 985,458  
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 1,487,405  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 4,519  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,477,382  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,477,382
(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:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Name of Bond End of Year Book Value End of Year Fair Market Value
02665WBP5 AMERICAN HONDA MTN    

TY 2024 InvestmentsCorpStockSchedule
Name:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Name of Stock End of Year Book Value End of Year Fair Market Value
57636Q104 MASTERCARD INC 79,127 132,169
G1151C101 ACCENTURE PLC IRELAN 156,042 229,015
09247X101 BLACKROCK INC    
438516106 HONEYWELL INTL INC 134,823 164,900
91324P102 UNITEDHEALTH GROUP I 164,189 211,955
87612E106 TARGET CORP COM 163,782 162,351
002824100 ABBOTT LABORATORIES 146,938 152,472
375558103 GILEAD SCIENCES INC 57,722 83,687
20030N101 COMCAST CORP CLASS A 237,291 198,158
594918104 MICROSOFT CORP 321,722 630,564
437076102 HOME DEPOT INC 170,951 236,117
882508104 TEXAS INSTRUMENTS IN 118,974 142,695
92826C839 VISA INC 102,333 160,548
031162100 AMGEN INC 115,989 126,150
02079K305 ALPHABET INC CL A 191,159 335,818
037833100 APPLE INC 355,501 681,142
17275R102 CISCO SYSTEMS INC 102,712 138,054
92343V104 VERIZON COMMUNICATIO    
46625H100 J P MORGAN CHASE CO 80,958 176,187
56585A102 MARATHON PETROLEUM C 11,768 52,034
717081103 PFIZER INC 78,834 70,305
012653101 ALBEMARLE CORP    
060505104 BANK OF AMERICA CORP 62,091 110,886
12572Q105 CME GROUP INC 118,431 163,722
855244109 STARBUCKS CORP COM 113,750 118,808
149123101 CATERPILLAR INC    
65339F101 NEXTERA ENERGY INC 183,290 220,590
03027X100 AMERICAN TOWER CORP 532,934 376,357
086516101 BEST BUY CO INC 161,564 155,470
032654105 ANALOG DEVICES INC 138,984 170,605
609207105 MONDELEZ INTL INC CL 183,998 166,766
617446448 MORGAN STANLEY COM N 120,578 181,917
00287Y109 ABBVIE INC 152,327 171,658
559222401 MAGNA INTL INC CL 208,423 145,053
502431109 L3HARRIS TECHNOLOGIE 200,304 203,130
20825C104 CONOCOPHILLIPS 72,673 68,923
907818108 UNION PACIFIC CORP 59,743 59,746
G5960L103 MEDTRONIC PLC 185,312 182,047
166764100 CHEVRON CORP COM 73,783 74,882
244199105 DEERE CO.    
74340W103 PROLOGIS INC COM 177,380 166,900
747525103 QUALCOMM INC COM 107,561 140,870
911312106 UNITED PARCEL SERVIC 103,875 73,895
G54950103 LINDE PLC SHS 52,171 69,499
09290D101 BLACKROCK INC COM 108,482 169,143
11135F101 BROADCOM INC 147,571 203,092
237194105 DARDEN RESTAURANTS I 78,046 93,345
30303M102 FACEBOOK INC A 77,570 87,241
482480100 KLA CORPORATION 73,241 70,573
806857108 SCHLUMBERGER LTD COM 140,181 120,043

TY 2024 InvestmentsOtherSchedule2
Name:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
779556109 T ROWE PRICE MID CAP      
670678507 NUVEEN REAL ESTATE S AT COST 706,924 643,202
412295107 HARDING LOEVNER INTE AT COST 3,843,716 3,788,459
06828M876 BARON EMERGING MARKE AT COST 1,284,668 1,147,956
464287598 ISHARES RUSSELL 1000      
091936450 BLACKROCK ADVANTAGE AT COST 1,324,218 1,467,269
670700400 NUVEEN PREFERRED SEC AT COST 1,351,209 1,233,029
464287614 ISHARES RUSSELL 1000 AT COST 2,481,569 3,135,135
56063J344 MAINSTAY FLOATING RA      
057071722 BAIRD ULTRA SHORT BO      
025076647 AMERICAN CENTURY M/      
CASH CASH      
02508F760 AMERICAN CENTURY MID AT COST 1,808,081 1,919,264
057071854 BAIRD AGGREGATE BOND AT COST 291,486 296,089
31420B300 FEDERATED HERMES INS AT COST 2,156,361 2,158,417
411511504 HARBOR CAPITAL APPRE AT COST 1,120,198 1,146,591
74440B884 PGIM TOTAL RETURN BO AT COST 2,447,775 2,439,429
779556406 ROWE T PRICE MID CAP AT COST 1,903,289 1,885,422

TY 2024 LegalFeesSchedule
Name:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 1,431     1,431


TY 2024 OtherAssetsSchedule
Name:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY 35,637 31,858 31,858


TY 2024 OtherDecreasesSchedule
Name:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Description Amount
ROC ON CY SALES 65
ROUNDING 7


TY 2024 OtherIncomeSchedule2
Name:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 4,519 4,519  


TY 2024 TaxesSchedule
Name:
FATIMA FOUNDATION OF MILWAUKEE
EIN:
85-2532503
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 21,340 21,340   0
FEDERAL TAX PAYMENT - PRIOR YE 10,925 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,868 0   0
FOREIGN TAXES ON NONQUALIFIED 4,977 4,977   0