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
EMIL EWALD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 147
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OCONOMOWOC, WI530660147
A Employer identification number

39-1687505
B Telephone number (see instructions)

(262) 337-9652
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$19,294,217J 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) 10,028,684
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,132 3,132  
4 Dividends and interest from securities... 378,592 346,194  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 518,035
b Gross sales price for all assets on line 6a 10,458,680
7 Capital gain net income (from Part IV, line 2)... 518,035
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 10,928,443 867,361  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,300 1,150   1,150
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,877 49,877   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,370 3,270   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
533 507   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,080 54,804   1,150
25 Contributions, gifts, grants paid....... 406,110 406,110
26 Total expenses and disbursements. Add lines 24 and 25 464,190 54,804   407,260
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,464,253
b Net investment income (if negative, enter -0-) 812,557
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 624,727 116,258 116,258
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
303,982 		291,703
b Investments—corporate stock (attach schedule)....... 5,816,324 Click to see attachment
List of Attached Documents:
// Content
10,186,045 		12,345,445
c Investments—corporate bonds (attach schedule)....... 455,606 Click to see attachment
List of Attached Documents:
// Content
6,685,933 		6,540,811
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,896,657 17,292,218 19,294,217
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 6,696,740 16,725,424
28 Retained earnings, accumulated income, endowment, or other funds 199,917 566,794
29 Total net assets or fund balances (see instructions)..... 6,896,657 17,292,218
30 Total liabilities and net assets/fund balances (see instructions). 6,896,657 17,292,218
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
6,896,657
2
Enter amount from Part I, line 27a .....................
2
10,464,253
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,000
4
Add lines 1, 2, and 3 ..........................
4
17,362,910
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
70,692
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,292,218
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 PUBLICLY TRADED SECURITIES D    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
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 4,027,547   3,969,754 57,793
b 6,417,605   5,970,891 446,714
c 13,528     13,528
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       57,793
b       446,714
c       13,528
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 2 518,035
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 11,295
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 11,295
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 11,295
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,128
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,128
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 8,167
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. 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
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDANIEL T EWALD Telephone no.right arrow (262) 337-9652

Located atright arrow2700 GOLF ROADDELAFIELDWI ZIP+4right arrow53018
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)
Yes
 
(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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
CRAIG A EWALD PRESIDENT, DIRECTOR
0.10 		0 0 0
PO BOX 147
OCONOMOWOC,WI530660147
BRIAN J EWALD VP, DIRECTOR
0.10 		0 0 0
PO BOX 147
OCONOMOWOC,WI530660147
DANIEL T EWALD TREASURER, DIRECTOR
0.10 		0 0 0
PO BOX 147
OCONOMOWOC,WI530660147
THOMAS E EWALD SECRETARY, DIRECTOR
0.10 		0 0 0
PO BOX 147
OCONOMOWOC,WI530660147
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,314,477
b
Average of monthly cash balances.......................
1b
677,497
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,991,974
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
13,991,974
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
209,880
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,782,094
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
689,105
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
689,105
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,295
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,295
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
677,810
4
Recoveries of amounts treated as qualifying distributions................
4
2,000
5
Add lines 3 and 4............................
5
679,810
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
679,810
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
407,260
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
407,260
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 7 679,810
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 396,539
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 407,260
a Applied to 2023, but not more than line 2a 396,539
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..... 10,721
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		669,089
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
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

AMERICAN LEGION POST 91 - OCONOMOWOC

130 W WISCONSIN AVENUE
OCONOMOWOC,WI53066 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 189 - WATERTOWN

206 S 1ST STREET
WATERTOWN,WI53094 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 196 - DELAFIELD

333 N LAPHAM PEAK RD
DELAFIELD,WI53018 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 294 - HARTLAND

231 GOODWIN AVENUE
HARTLAND,WI53029 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 382 - MENOMONEE FALLS

N88 W16652 MAIN STREET
MENOMONEE FALLS,WI53051 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 399 - OKAUCHEE

N50 W34760 WISCONSIN AVENUE
OKAUCHEE,WI53069 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 416 - GREENDALE

6351 W GRANGE AVENUE
GREENDALE,WI53129 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 434 - OAK CREEK

9327 S SHEPARD AVENUE
OAK CREEK,WI53154 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 483 - HARTFORDSLINGER

419 RAILROAD STREET
ALLENTON,WI53002 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 495 - SUSSEX

N6342 W232 WAUKESHA AVENUE
SUSSEX,WI53089 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 27 - SOUTH MILWAUKEE

920 MONROE AVENUE
SOUTH MILWAUKEE,WI53172 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

AMERICAN LEGION POST 537 - GREENFIELD (HA TODD JR POST)

9159 W BELOIT AVENUE
MILWAUKEE,WI53227 		  PC GENERAL FUND-SUPPORT FOR VETERANS, MILITARY PERSONNEL, FAMILIES AND COMMUNITIES 1,000

BADGER BOYS STATE INC

PO BOX 388
PORTAGE,WI53901 		  PC YOUTH SERVICES SUPPORT 1,000

BOY SCOUTS OF AMERICA-POTOWATOMI AREA COUNCIL

804 BLUEMOUND ROAD
WAUKESHA,WI53188 		  PC HOOKED ON SCOUTING 10,000

BOYS & GIRLS CLUB OF GREATER MILWAUKEE

1558 N 6TH STREET
MILWAUKEE,WI53212 		  PC YOUTH SERVICES SUPPORT 2,000

BOYS & GIRLS CLUB OF WASHINGTON COUNTY

925 N SILVERBROOK DR
WEST BEND,WI53090 		  PC YOUTH SERVICES SUPPORT 2,000

BROOKFIELD EAST HIGH SCHOOL

3305 LILLY ROAD
BROOKFIELD,WI53008 		  GOV SCHOLARSHIPS 5,000

CENTER FOR DEAFBLIND PERSONS

3195 S SUPERIOR STREET
MILWAUKEE,WI53207 		  PC HEALTHCARE SUPPORT 5,000

CHILDRENS' DYSLEXIA CENTER-EAU CLAIRE

616 GRAHAM AVENUE
EAU CLAIRE,WI54701 		  PC GENERAL FUND 2,000

CHILDRENS' DYSLEXIA CENTER-MADISON

301 WISCONSIN AVENUE
MADISON,WI53703 		  PC GENERAL FUND 2,000

CHILDRENS' DYSLEXIA CENTER-MILWAUKEE

517 E BEAUMONT AVENUE
WHITEFISH BAY,WI53217 		  PC GENERAL FUND 2,000

CUDAHY HIGH SCHOOL

4950 S LAKE DRIVE
CUDAHY,WI53110 		  GOV SCHOLARSHIPS 5,000

DIVINE REDEEMER LUTHERAN CHURCH

31385 HILL ROAD
HARTLAND,WI53029 		  PC GENERAL FUND 5,000

FAMILY PROMISE OF WAUKESHA COUNTY

PO BOX 66
WAUKESHA,WI53187 		  PC COMMUNITY SUPPORT 10,000

FREE AND ACCEPTED MASONS OF WISCONSIN (LAKE COUNTRY 42)

2911 N DOUSMAN ROAD SUITE 2
OCONOMOWOC,WI53066 		  NC DIRECTED TO THE WISCONSIN MASON LODGE [501(C)(3)] FOR THE VILLAGE OF PEWAUKEE EMERGENCY SERVICES (FIRE SUPPRESSION TOOLS) 1,900

FRANKLIN HIGH SCHOOL

8222 S 51ST STREET
FRANKLIN,WI53132 		  GOV SCHOLARSHIPS 5,000

GEIST CHRISTIAN CHURCH

12756 PROMISE ROAD
FISHERS,IN46038 		  PC GENERAL FUND 5,000

GREAT LAKES ADULT & TEEN CHALLENGE

PO BOX 250771
MILWAUKEE,WI53225 		  PC GENERAL FUND 2,000

GREENDALE FOOD PANTRY - ST ALPHONSUS PARISH

5980 W LOOMIS ROAD
GREENDALE,WI53129 		  PC FOOD PANTRY 3,000

GUEST HOUSE MILWAUKEE

1216 N 13TH STREET
MILWAUKEE,WI53205 		  PC COMMUNITY SUPPORT 2,000

HALES CORNERS HISTORICAL SOCIETY

5885 S 116TH STRET
HALES CORNERS,WI53130 		  PC GENERAL FUND 100

HARTFORD FOOD PANTRY

24 N JOHNSON STREET
HARTFORD,WI53027 		  PC COMMUNITY SUPPORT 3,000

HARTFORD FOOD PANTRY

24 N JOHNSON STREET
HARTFORD,WI53027 		  PC COMMUNITY SUPPORT 3,000

HARTFORD UNION HIGH SCHOOL

805 CEDAR STREET
HARTFORD,WI53027 		  GOV SCHOLARSHIPS 5,000

HARTLAND ARROWHEAD HIGH SCHOOL

700 NORTH AVENUE
HARTLAND,WI53029 		  GOV SCHOLARSHIPS 5,000

HARTLAND COMMUNITY BAND

W312 S6375 WILLOW SPRINGS DR
MUKWONAGO,WI53149 		  PC COMMUNITY SUPPORT 1,000

HOLY FAMILY CATHOLIC CHURCH

4825 N WILDWOOD AVENUE
WHITEFISH BAY,WI53217 		  PC GENERAL FUND 5,000

HOPE CHURCH OF WISCONSIN

502 N EAST AVENUE
WAUKESHA,WI53186 		  PC RELIGIOUS SUPPORT 5,000

HOPE CENTER

101 W BROADWAY
WAUKESHA,WI53186 		  PC COMMUNITY SERVICES 2,000

HUMANE ANIMAL WELFARE SOCIETY OF WAUKESHA COUNTY

2431 N DOUSMAN ROAD
OCONOMOWOC,WI53066 		  PC RELIGIOUS SUPPORT 3,000

INTERNATIONAL COOPERATING MINISTRIES

99 OLD OYSTER POINT ROAD
NEWPORT NEWS,VA23602 		  PC RELIGIOUS SUPPORT 65,000

JOURNEY 21

1671 OLD SCHOOL HOUSE ROAD
OCONOMOWOC,WI53066 		  PC GENERAL FUND 5,000

JUNIOR ACHIEVEMENT OF WISCONSIN

11111 W LIBERTY DRIVE
MILWAUKEE,WI53224 		  PC EDUCATIONAL SUPPORT 2,000

KATY'S KLOSET

404 WILMONT DRIVE STE D
WAUKESHA,WI53189 		  PC GENERAL FUND 1,000

KETTLE MORIAINE HIGH SCHOOL

349 N OAK CREST DRIVE
WALES,WI53183 		  GOV SCHOLARSHIPS 5,000

LA CASA DE ESPERANZA

410 ARCADIAN AVENUE
WAUKESHA,WI53186 		  PC COMMUNITY SUPPORT 2,000

LAKE AREA CLUB (ALCOHOLICS ANONYMOUS)

N60 W35878 LAKE DRIVE
OCONOMOWOC,WI53066 		  PC COMMUNITY SUPPORT 2,000

LAKE AREA FREE CLINIC

856 ARMOUR ROAD
OCONOMOWOC,WI53066 		  PC HEALTHCARE SUPPORT 5,000

LAKE COUNTRY CARING

603 PROGRESS DRIVE
HARTLAND,WI53029 		  PC COMMUNITY SUPPORT 1,000

LIFE'S CONNECTION

801 ROCHESTER STREET
MUKWONAGO,WI53149 		  PC GENERAL FUND 2,000

LIFESTRIDERS INC

S11 W29667 US HWY 18
WAUKESHA,WI53188 		  PC COMMUNITY SUPPORT 1,000

LITTLE WARRIORS

PO BOX 2124
BROOKFIELD,WI53008 		  PC GENERAL FUND 2,000

MAKE A WISH WISCONSIN

11020 W PLANK COURT 200
WAUWATOSA,WI53226 		  PC HEALTHCARE SUPPORT 2,000

MENOMONEE FALLS AREA FOOD PANTRY

N85 W15382 MENOMONEE RIVER PKWY
MENOMONEE FALLS,WI53051 		  PC COMMUNITY SUPPORT 3,000

MENOMONEE FALLS HIGH SCHOOL

N80 W14350 TITAN DRIVE
MENOMONEE FALLS,WI53051 		  GOV SCHOLARSHIPS 5,000

MILWAUKEE RESCUE MISSION

830 N 19TH STREET
MILWAUKEE,WI53233 		  PC COMMUNITY SUPPORT 5,000

MPTV FRIENDS

1036 N 8TH STREET
MILWAUKEE,WI53233 		  PC COMMUNITY SUPPORT 1,000

NORTH LAKE FOOD PANTRY

W314 N7462 HIGHWAY 83
NORTH LAKE,WI53064 		  PC FOOD PANTRY 3,000

NORTHPOINT CHURCH

PO BOX 53
HARTLAND,WI53029 		  PC RELIGIOUS SUPPORT 5,000

OCONOMOWOC AREA HISTORICAL SOCIETY

PO BOX 969
OCONOMOWOC,WI53066 		  PC COMMUNITY SUPPORT 1,000

OCONOMOWOC AREA SENIOR CENTER

210 S MAIN STREET
OCONOMOWOC,WI53066 		  PC COMMUNITY SUPPORT 1,000

OCONOMOWOC FOOD PANTRY

N5848 BROWN STREET
OCONOMOWOC,WI53066 		  PC COMMUNITY SUPPORT 3,000

OCONOMOWOC HIGH SCHOOL

641 E FOREST STREET
OCONOMOWOC,WI53066 		  GOV SCHOLARSHIPS 5,000

OCONOMOWOC SILVER STREAK

PO BOX 561
OCONOMOWOC,WI53066 		  PC COMMUNITY SUPPORT 10,000

OCONOMOWOC SOCCER ASSOCIATION

24 S MAIN STREET
OCONOMOWOC,WI53066 		  PC SIGN REPLACEMENT 2,110

PEWAUKEE AMERICAN LEGION

118 MAIN STREET
PEWAUKEE,WI53072 		  PC GENERAL FUND 1,000

PEWAUKEE FOOD PANTRY

642 MAIN STREET
PEWAUKEE,WI53072 		  PC FOOD PANTRY 3,000

PEWAUKEE HIGH SCHOOL

510 LAKE STREET
PEWAUKEE,WI53072 		  GOV SCHOLARSHIPS 5,000

PROJECT CONCERN - CUDAHYST FRANCIS

3658 E PLANKINGTON AVENUE
CUDAHY,WI53110 		  PC COMMUNITY SUPPORT 3,000

RIVER GLEN CHURCH

S31 W30601 SUNSET DRIVE
WAUKESHA,WI53189 		  PC RELIGIOUS SUPPORT 5,000

SALVATION ARMY OF WAUKESHA COUNTY

445 MADISON STREET
WAUKESHA,WI53188 		  PC GENERAL FUND 3,000

SHEPHERD'S MINISTRY

1805 15TH AVENUE
UNION GROVE,WI53182 		  PC RELIGIOUS SUPPORT 2,500

SLINGER FOOD PANTRY

321 E WASHINGTON STREET
SLINGER,WI53089 		  PC COMMUNITY SUPPORT 3,000

SLINGER HIGH SCHOOL

209 POLK STREET
SLINGER,WI53086 		  GOV SCHOLARSHIPS 5,000

SOUTH MILWAUKEE FOOD PANTRY

1029 MILWAUKEE AVENUE
SOUTH MILWAUKEE,WI53172 		  PC FOOD PANTRY 3,000

SPECIAL OLYMPICS OF WISCONSIN

PO BOX 7638
MADISON,WI53707 		  PC COMMUNITY SUPPORT 2,000

ST CHARLES CATHOLIC CHURCH

313 CIRCLE DRIVE
HARTLAND,WI53029 		  PC GENERAL FUND 5,000

ST MARTIN OF TOURS FOOD PANTRY

7963 S 116TH STREET
FRANKLIN,WI53132 		  PC COMMUNITY SUPPORT 3,000

ST MARY'S PARISH

9520 W FOREST HOME AVENUE
HALES CORNERS,WI53130 		  PC RELIGIOUS SUPPORT 3,000

ST MATTHIAS CHURCH FOOD PANTRY-GREENFIELD

9306 W BELOIT AVENUE
MILWAUKEE,WI53227 		  PC FOOD PANTRY 3,000

ST MATTHIAS CHURCH FOOD PANTRY-GREENFIELD

9306 W BELOIT AVENUE
MILWAUKEE,WI53227 		  PC FOOD PANTRY 3,000

ST-OLAF'S CHURCH

PO BOX 342435
MILWAUKEE,WI53234 		  PC SUPPORT FOR "A CHILD'S SMILE" 2,500

ST PAUL'S LUTHERAN SCHOOL

201 E PLEASANT STREET
OCONOMOWOC,WI53066 		  PC EDUCATIONAL SUPPORT 5,000

ST STEPHEN CATHOLIC CHURCH - OAK CREEK FOOD PANTRY

1441 W OAKWOOD ROAD
OAK CREEK,WI53154 		  PC FOOD PANTRY 3,000

STARS & STRIPES HONOR FLIGHT

PO BOX 867
MENOMONEE FALLS,WI53052 		  PC VETERANS SUPPORT 5,000

STREET ANGELS

N63 W23626 SILVER SPRING DRIVE
SUSSEX,WI53089 		  PC COMMUNITY SUPPORT 2,000

SUSSEX FOOD PANTRY

PO BOX 1056
MORRISTOWN,NJ07962 		  PC FOOD PANTRY 3,000

THREE PILLARS

W360 N7077 BROWN STREET
OCONOMOWOC,WI53066 		  PC GENERAL FUND 1,000

VISION FORWARDBADGER ASSOCIATION FOR THE BLIND

912 N HAWLEY ROAD
MILWAUKEE,WI53213 		  PC HEALTHCARE SUPPORT 5,000

WALES FOOD PANTRY

705 E TOMLIN ROAD
WALES,WI53183 		  PC FOOD PANTRY 3,000

WATDA FOUNDATION

150 E GILMAN STREET
MADISON,WI53703 		  PC SCHOLARSHIPS 30,000

WATERTOWN FOOD PANTRY

209 N 9TH STREET
WATERTOWN,WI53094 		  PC COMMUNITY SUPPORT 3,000

WATERTOWN HUMANE SOCIETY

418 WATER TOWER COURT
WATERTOWN,WI53094 		  PC PET ADOPTION 3,000

WAUKESHA COUNTY TECHNICAL COLLEGE

800 MAIN STREET
PEWAUKEE,WI53072 		  GOV EDUCATIONAL SUPPORT 2,000

WAUKESHA FOOD PANTRY

1301 SENTRY DRIVE
WAUKESHA,WI53186 		  PC COMMUNITY SUPPORT 3,000

WILDLIFE IN NEED CENTER

301 WISCONSIN AVENUE
MADISON,WI53703 		  PC WILDLIFE SUPPORT 3,000

WISCONSIN HUMANE SOCIETY

PO BOX 67
DOUSMAN,WI53118 		  PC PET ADOPTION 3,000

WISCONSIN INDEPENDENT LEARNING CENTER

PO BOX 834
WAUKESHA,WI53187 		  PC GENERAL FUND 2,000

WISCONSIN MASONIC CENTER FOUNDATION

W349 S1480 WATERVILLE ROAD
OCONOMOWOC,WI53066 		  PC COMMUNITY SUPPORT 10,000

WISCONSIN MASONIC FOUNDATION

4500 W WISCONSIN AVENUE
MILWAUKEE,WI53208 		  PC COMMUNITY SUPPORT 10,000

THE WOMEN'S CENTER INC

505 N EAST AVENUE
WAUKESHA,WI53186 		  PC COMMUNITY SUPPORT 2,000
Total .................................right arrow 3a 406,110
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3,132  
4 Dividends and interest from securities ....     14 378,592  
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 ............ 		    18 518,035  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 899,759 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
899,759
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
EMIL EWALD FAMILY FOUNDATION INC
 
Employer identification number

39-1687505
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number
39-1687505
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
EMIL EWALD RVOC TR UAD 10-19-94
 
2700 GOLF ROAD
 
DELAFIELD, WI53018

$ 9,483,678


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
EMIL EWALD RVOC TR UAD 10-19-94
 
2700 GOLF ROAD
 
DELAFIELD, WI53018

$ 545,006


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PBR - 4,653 SHARES $ 65,142 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JPM - 312 SHARES $ 65,799 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CSCO - 1,127 SHARES $ 54,144 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QCOM - 268 SHARES $ 48,189 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SYK - 86 SHARES $ 29,028 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 IJR - 1,859 SHARES $ 217,633 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VZ - 2,086 SHARES $ 83,012 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNH - 129 SHARES $ 73,157 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMGN - 305 SHARES $ 101,725 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HPQ - 1,814 SHARES $ 65,277 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MS - 1,084 SHARES $ 111,262 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COP - 1,110 SHARES $ 120,424 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CVX - 809 SHARES $ 125,541 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FCX - 2,183 SHARES $ 96,849 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VLO - 888 SHARES $ 138,741 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PG - 233 SHARES $ 39,508 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GS - 232 SHARES $ 114,829 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MMC - 253 SHARES $ 55,556 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AAPL - 244 SHARES $ 53,318 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CTAS - 135 SHARES $ 103,619 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DOV - 355 SHARES $ 65,831 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TSM - 421 SHARES $ 67,750 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TTE - 1,081 SHARES $ 72,308 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TOL - 645 SHARES $ 91,642 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 V - 306 SHARES $ 80,193 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AVGO - 520 SHARES $ 78,905 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AEM - 822 SHARES $ 60,470 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WMB - 2,231 SHARES $ 95,388 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LIN - 198 SHARES $ 89,661 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ABBV - 430 SHARES $ 78,163 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LPLA - 225 SHARES $ 48,384 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AVDV - 1,506 SHARES $ 100,091 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APDJX - 7,341.83 SHARES $ 132,080 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AVEM - 1,604 SHARES $ 96,376 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VSTS - 4,560 SHARES $ 57,611 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MRK - 647 SHARES $ 82,450 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JNJ - 133 SHARES $ 21,208 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORCL - 662 SHARES $ 92,107 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HD - 250 SHARES $ 90,476 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MSFT - 256 SHARES $ 109,717 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 808513CA1 SCHWAB CHARLES CORP 2.9% 3/3/2032 - 150,000 $ 130,630 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 023135CA2 AMAZON COM INC 2.875% 5/12/2041 - 200,000 $ 150,750 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 134429BN8 THE CAMPBELLS COMPANY 5.2% 3/21/2029 - 135,000 $ 139,113 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 759509AF9 RELIANCE INC 1.3% 8/15/2025 - 135,000 $ 129,989 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 68389XBU8 ORACLE CORP 2.8% 4/1/2027 - 135,000 $ 129,215 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 20030NBM2 COMCAST CORP NEW 4.2% 8/15/2034 - 150,000 $ 141,863 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APDFX - 51,165.813 SHARES $ 459,981 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 839091QT5 SOUTH ORANGE & MAPLEWOOD NJ S 2% 8/15/2031 - 100,000 $ 86,553 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 250139FK3 DES MOINES IOWA STORMWATER MGM 2% 6/1/2031 - 100,000 $ 87,038 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 509300WK1 LAKE CNTY ILL WTR & SWR SYS RE 2% 12/1/2035 - 310,000 $ 248,893 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 528902KQ1 LEXINGTON-FAYETTE URBAN CNTY G 3% 4/1/2035 - 125,000 $ 116,543 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 962201EY1 WEYMOUTH MASS 2% 8/15/2035 - 200,000 $ 165,910 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 646067CJ5 NEW JERSEY ST EDL FACS AUTH RE 2% 3/1/2036 - 100,000 $ 80,660 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 134041LW0 CAMPBELL & KENTON CNTYS KY SAN 2% 8/1/2036 - 350,000 $ 280,227 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 574204S46 MARYLAND ST DEPT TRANSN CONS T 2.125% 10/1/2036 - 100,000 $ 80,193 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 771614TA2 ROCHESTER MINN INDPT SCH DIST 2% 2/1/2032 - 300,000 $ 260,487 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 574204N90 MARYLAND ST DEPT TRANSN CONS T 2.5% 10/1/2033 - 225,000 $ 197,205 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 574204N74 MARYLAND ST DEPT TRANSN CONS T 2.125% 10/1/2031 - 225,000 $ 196,680 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 663903HR6 NORTHEAST OHIO REGL SWR DIST W 3% 11/15/2034 - 100,000 $ 93,255 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 13063C2D1 CALIFORNIA ST 2.5% 9/1/2032 - 100,000 $ 92,567 2024-07-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ULTIX - 57,661.873 SHARES $ 702,898 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BSNIX - 137,874.104 SHARES $ 1,414,588 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LLDYX - 187,174.86 SHARES $ 722,495 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VWAHX - 221.726 SHARES $ 2,381 2024-07-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
EMIL EWALD FAMILY FOUNDATION INC
  		Employer identification number

39-1687505
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX SERVICES 2,300 1,150   1,150

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
FREE AND ACCEPTED MASONS OF WISCONSIN (LAKE COUNTRY LODGE 42)
  		2911 N DOUSMAN ROAD SUITE 2
OCONOMOWOC,WI53066 		2024-07-16 1,900 THE PURPOSES OF THE GRANT WAS TO FUND FIRE SUPPRESSION EQUIPMENT WITHIN THE VILLAGE OF PEWAUKEE. 1,900 NO DIVERSION 5/14/2025 2024-05-14 FUNDS WERE DISPERSED FOR THE INTENDED PURPOSE AND NO FURTHER VERIFICATION IS REQUIRED.

TY 2024 InvestmentsCorpBondsSchedule
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Name of Bond End of Year Book Value End of Year Fair Market Value
RELIANCE INC 1.3% 8/15/25 215,104 219,865
GENERAL MOTORS 5.25% 03/01/26 99,570 100,298
ORACLE CORP 2.8% 4/1/27 215,881 220,916
STANLEY BLACK 4.25% 11/15/28 97,404 97,248
THE CAMPELL'S CO 5.2% 3/21/29 324,951 327,440
REINSURANCE GROUP 3.9% 5/15/29 245,310 238,878
ELEVANCE HEALTH 5.15% 6/15/29 182,307 175,475
PHILIP MORRIS 3.375% 8/15/29 93,139 93,764
PROLOGIS LP 2.875% 11/15/29 260,290 253,689
FRANKLIN RESOURCE 1.6% 10/30/30 206,264 207,959
THE CHARLES SCHWAB 2.9% 3/3/32 216,497 215,064
MORGAN STANLEY 7.25% 4/1/32 260,098 252,283
UNITED HEALTH GROUP 4.2% 5/15/32 93,817 93,580
SIMON PROPERTY GR 5.5% 3/8/33 308,452 305,355
THE ALLSTATE CORP 5.25% 3/30/33 255,565 248,660
THE ESTCCBZE LAUDE 4.65% 5/15/33 98,061 95,424
UNION ELECTRIC CO 5.2% 4/1/34 208,886 199,361
COMCAST CORP 4.2% 8/15/34 227,964 228,943
META PLATFORMS 4.75% 8/15/34 197,998 194,646
ALCAN INC 5.75% 6/1/35 265,888 256,911
VERIZON COMMUNICATIONS 4.272% 1/15/36 90,302 90,141
THE HOME DEPOT 5.875% 12/16/36 297,123 289,279
PACIFICORP 5.75% 4/1/37 254,887 252,346
THE TRAVELERS CO 6.25% 6/15/37 301,167 294,650
EXXON MOBIL CORP 2.995% 8/16/39 246,949 226,406
ABBOTT LABORATORIES 5.3% 5/27/40 206,025 199,094
AMAZON.COM INC 2.875% 5/12/41 227,466 219,612
DES MOINES IOWA STO 2.0% 6/1/31 92,998 87,571
SOUTH ORANGE & MAPLE 2.0% 8/15/31 89,835 86,479
ROCHESTER MINN INDP 2.0% 2/1/32 274,812 257,313
LAKE COUNTY ILLINOIS WATER 2.0% 12/01/35 255,596 242,119
CAMPBELL & KENTON 2.0% 8/1/36 275,327 270,042

TY 2024 InvestmentsCorpStockSchedule
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBV 120,943 176,101
AEM 114,279 163,850
AMGN 165,791 155,863
AAPL 69,668 160,519
AZN 22,715 65,520
AVGO 187,253 328,749
CVX 183,054 194,955
CTAS 102,324 109,985
CL 164,107 161,093
COP 256,696 224,620
DOV 111,135 159,460
ELV 42,978 69,353
F 4,860 19,800
FCX 210,641 184,193
GS 192,879 316,659
HD 190,123 253,621
JPQ 112,042 104,579
JNJ 161,077 152,719
JPM 100,615 160,606
LIN 187,600 216,452
LPLA 176,929 250,433
MMC 127,975 151,448
MRK 146,013 161,456
MSFT 234,920 342,258
MS 182,184 246,788
ORCL 215,411 333,613
PBR 356,930 316,536
PM 43,988 41,762
PG 162,558 173,183
QCOM 180,977 182,193
SYK 252,838 259,236
TSM 132,309 152,857
TOL 333,190 315,001
TTE 263,416 220,834
UNH 205,088 247,365
VLO 247,649 225,443
VZ 219,745 231,542
VSTS 146,773 184,861
VCTR 20,003 20,555
V 286,249 384,305
WMB 187,725 239,968
APDFX 456,414 465,609
CBLDX 127,471 126,673
RSIIX 128,310 127,923
VWAHX 2,377 2,364
APDJX 127,175 126,280
ARTJX 210,000 256,717
GSIMX 212,443 291,572
GQGIX 217,487 204,350
AVEM 369,908 378,137
AVDV 500,239 506,453
IJR 811,258 1,187,803
VGT 199,313 611,230

TY 2024 InvestmentsGovtObligationsSch
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
US Government Securities - End of Year Book Value:

303,982
US Government Securities - End of Year Fair Market Value:

291,703
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherDecreasesSchedule
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Description Amount
FMV VERSUS BOOK ON CONTRIBUTIONS RECEIVED 70,692


TY 2024 OtherExpensesSchedule
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DELUXE CHECK ORDER 26 0   0
ADR FEES ON INVESTMENT INCOME 507 507   0


TY 2024 OtherIncreasesSchedule
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Description Amount
RECOVERY OF PRIOR CHARITABLE DISTRIBUTION 2,000


TY 2024 OtherProfessionalFeesSchedule
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 49,877 49,877   0


TY 2024 SubstantialContributorsSch
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Name Address
EMIL EWALD RVOC TR UAD 10-19-1994
  		2700 GOLF ROAD
DELAFIELD,WI53018


TY 2024 TaxesSchedule
Name:
EMIL EWALD FAMILY FOUNDATION INC
EIN:
39-1687505
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON INVESTMENT INCOME 3,270 3,270   0
DEPARTMENT OF TREASURY: 2023 EXCISE TAX PAYMENT 2,100 0   0