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 08-01-2024 , and ending 07-31-2025
Name of foundation
RALPH EVINRUDE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)411 E WISCONSIN AVENUE 2400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53202
A Employer identification number

39-6040256
B Telephone number (see instructions)

(414) 277-5000
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$20,496,904
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 67,017 67,017  
4 Dividends and interest from securities... 413,130 413,130  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 842,813
b Gross sales price for all assets on line 6a 4,159,596
7 Capital gain net income (from Part IV, line 2)... 842,813
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)....... 1,922 1,922  
12 Total. Add lines 1 through 11........ 1,324,882 1,324,882  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,000 8,200   73,800
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 17,717 1,772   15,945
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 92,211 92,211    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,520     1,520
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 541 460   81
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 196,989 102,643   91,346
25 Contributions, gifts, grants paid....... 1,250,000 1,250,000
26 Total expenses and disbursements. Add lines 24 and 25 1,446,989 102,643   1,341,346
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -122,107
b Net investment income (if negative, enter -0-) 1,222,239
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............. 44,119 22,599 22,599
2 Savings and temporary cash investments......... 1,306,278 1,182,698 1,182,698
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) 192,446    
b Investments—corporate stock (attach schedule)....... 11,230,654 11,138,334 17,919,463
c Investments—corporate bonds (attach schedule)....... 939,050 1,244,887 1,247,144
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).......... 82,654 79,505 125,000
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) 13,795,201 13,668,023 20,496,904
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........ 13,795,201 13,668,023
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)..... 13,795,201 13,668,023
30 Total liabilities and net assets/fund balances (see instructions). 13,795,201 13,668,023
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
13,795,201
2
Enter amount from Part I, line 27a .....................
2
-122,107
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
13,673,094
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,071
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,668,023
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 P    
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,159,596   3,316,783 842,813
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       842,813
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 842,813
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 3 842,813
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 16,989
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 16,989
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,989
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,760
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,760
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
8 358
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 16,413
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow16,413 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$   (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
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPAUL J TILLEMAN Telephone no.right arrow (414) 277-5845

Located atright arrow411 E WISCONSIN AVENUE STE 2400MILWAUKEEWI ZIP+4right arrow532024428
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
 
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)
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
 
No
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
PAUL J TILLEMAN PRES/DIR
10.00
50,000    
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI532024428
JOHN W DANIELS JR VP/SECR/DIR
3.00
16,000    
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI532024428
ANN M MURPHY TREAS/DIR
3.00
16,000    
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI532024428
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  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
18,611,866
b
Average of monthly cash balances.......................
1b
1,171,175
c
Fair market value of all other assets (see instructions)................
1c
125,000
d
Total (add lines 1a, b, and c).........................
1d
19,908,041
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
 
3
Subtract line 2 from line 1d.........................
3
19,908,041
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
298,621
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,609,420
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
980,471
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
980,471
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
16,989
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,989
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
963,482
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
963,482
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
963,482
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
1,341,346
b
Program-related investments—total from Part VIII-B..................
1b
 
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
1,341,346
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 7 963,482
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 231,106
b From 2020...... 10,391
c From 2021...... 54,163
d From 2022...... 83,488
e From 2023...... 276,563
f Total of lines 3a through e ........ 655,711
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,341,346
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 963,482
e Remaining amount distributed out of corpus 377,864
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,033,575
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
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) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
231,106
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
802,469
10 Analysis of line 9:
a Excess from 2020.... 10,391
b Excess from 2021.... 54,163
c Excess from 2022.... 83,488
d Excess from 2023.... 276,563
e Excess from 2024.... 377,864
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PAUL J TILLEMAN
411 E WISCONSIN AVE STE 2400
MILWAUKEE,WI53202
(414) 277-5845
bThe form in which applications should be submitted and information and materials they should include:
LETTER OF APPLICATION SETTING FORTH THE PROGRAM OR PROJECT FOR WHICH THE GRANT IS SOUGHT ENCLOSING BROCHURES OR OTHER MATERIAL, BUDGET INFORMATION, C/IRS 501(C)(3) EXEMPTION LETTER, LIST OF BOARD OF DIRECTORS.
cAny submission deadlines:
QUARTERLY: JANUARY 31, APRIL 30, JULY 31, OCTOBER 31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOCUS IS ON GREATER MILWAUKEE, WI; NO INDIVIDUAL GRANTS; NO SCHOLARSHIPS.
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
ADAPTIVE SPORTSMEN INC


8727 W COLDSPRING ROAD
GREENFIELD,WI53228
N/A PC GENERAL PROGRAM SUPPORT 1,500
ARTS AT LARGE INC


1100 S 5TH ST
MILWAUKEE,WI53204
N/A PC GENERAL PROGRAM SUPPORT 5,000
ASSET BUILDERS OF AMERICA INC


1213 N SHERMAN AVENUE
MADISON,WI53704
N/A PC GENERAL OPERATING SUPPORT 8,500
BENEDICT CENTER INC


1849 N DR MARTIN LUTHER KING DR
MILWAUKEE,WI53212
N/A PC GENERAL PROGRAM SUPPORT 5,000
BIG BROTHERS BIG SISTERS OF METRO M


788 N JEFFERSON ST SUITE 600
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
CITY YEAR INC


287 COLUMBUS AVENUE
BOSTON,MA02116
N/A PC GENERAL OPERATING SUPPORT 7,500
CHILDRENS OUTING ASSOCIATION


909 EAST NORTH AVENUE
MILWAUKEE,WI53212
N/A PC GENERAL OPERATING SUPPORT 5,000
DR TERENCE N THOMAS SCHOLARSHIP FUN


3612 N MARTIN LUTHER KING JR DR
MILWAUKEE,WI53212
N/A PC SCHOLARSHIP SUPPORT 10,000
FELLOWSHIP OPEN INC


815 N WATER STREET
MILWAUKEE,WI53202
N/A PC FELLOWS PROGRAM 50,000
FIRST STAGE MILWAUKEE INC


325 W WALNUT ST
MILWAUKEE,WI53212
N/A PC COMMUNITY PARTNERSHIP PROGRAM 7,000
GUEST HOUSE OF MILWAUKEE INC


1216 N 13TH ST
MILWAUKEE,WI53205
N/A PC GENERAL OPERATING SUPPORT 10,000
HUNGER TASK FORCE OF MILWAUKEE INC


5000 W ELECTRIC AVENUE
MILWAUKEE,WI53219
N/A PC GENERAL OPERATING SUPPORT 5,000
JEWISH FAMILY SERVICES INC


1300 N JACKSON ST
MILWAUKEE,WI53202
N/A PC OLDER ADULT PROGRAMMING 5,000
JOHN MICHAEL KOHLER ARTS CENTER INC


608 NEW YORK AVE
SHEBOYGAN,WI53081
N/A PC GENERAL OPERATING SUPPORT 7,500
JUNIOR ACHIEVEMENT OF WISCONSIN INC


11111 W LIBERTY DRIVE
MILWAUKEE,WI53224
N/A PC GENERAL OPERATING SUPPORT 5,000
LEGAL AID SOCIETY OF MILWAUKEE


728 N JAMES LOVELL ST
MILWAUKEE,WI53233
N/A PC GENERAL OPERATING SUPPORT 5,000
LITERACY SERVICES OF WISCONSIN INC


555 N PLANKINTON AVE
MILWAUKEE,WI53203
N/A PC ADULT EDUCATION FOR HEALTHY COMMUNITIES, CAPITAL CAMPAIGN 10,000
MEQUON NATURE PRESERVE INC


8200 W COUNTY LINE RD
MEQUON,WI53097
N/A PC GENERAL PROGRAM SUPPORT 7,500
META HOUSE INC


2625 N WEIL ST
MILWAUKEE,WI53212
N/A PC CAPITAL CAMPAIGN, GENERAL PROGRAM SUPPORT 55,000
MILWAUKEE BALLET COMPANY INC


128 N JACKSON ST
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
MILWAUKEE FILM INC


1037 W MCKINLEY AVE SUITE 200
MILWAUKEE,WI53205
N/A PC GENERAL OPERATING SUPPORT 6,000
MILWAUKEE HABITAT FOR HUMANITY


3726 NORTH BOOTH STREET
MILWAUKEE,WI53212
N/A PC GENERAL OPERATING SUPPORT 5,000
MILWAUKEE REPERTORY THEATER INC


108 EAST WELLS STREET
MILWAUKEE,WI53202
N/A PC READING RESIDENCY PROGRAM, CAPITAL CAMPAIGN 30,000
MILWAUKEE RESCUE MISSION


830 N 19TH ST
MILWAUKEE,WI53233
N/A PC GENERAL OPERATING SUPPORT 6,000
MILWAUKEE SYMPHONY ORCHESTRA INC


212 W WISCONSIN AVE
MILWAUKEE,WI53203
N/A PC ARTS IN COMMUNITY EDUCATION PROGRAM 20,000
MILWAUKEE YOUTH SYMPHONY ORCHESTRA


325 W WALNUT ST
MILWAUKEE,WI53212
N/A PC GENERAL OPERATING SUPPORT, TOUR 35,000
NEIGHBORHOOD HOUSE OF MILWAUKEE INC


2819 W RICHARDSON PL
MILWAUKEE,WI53208
N/A PC GENERAL OPERATING SUPPORT 7,500
PREVENT BLINDNESS WISCONSIN INC


731 N JACKSON STREET STE 405
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
RUACH INC


6815 W CAPITOL DRIVE
MILWAUKEE,WI53216
N/A PC GENERAL OPERATING SUPPORT 5,000
ST AUGUSTINE PREPARATORY ACADEMY


2607 SOUTH 5TH STREET
MILWAUKEE,WI53207
N/A PC CAPITAL CAMPAIGN 16,000
ST MARCUS FOUNDATION INC


2215 N PALMER ST
MILWAUKEE,WI53212
N/A PC SUPPORT STUDENTS 10,000
STEM FORWARD INC


1025 N BROADWAY
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
TEEN CHALLENGE INTL INC MILWAUKEE W


9236 W APPLETON AVE
MILWAUKEE,WI53225
N/A PC GENERAL OPERATING SUPPORT 5,000
CATHEDRAL CENTER INC


710 N PLANKINTON AVE STE 803
MILWAUKEE,WI53203
N/A PC GENERAL OPERATING SUPPORT 5,000
THE FRIENDSHIP CIRCLE INC


8649 N PORT WASHINGTON RD
FOX POINT,WI53217
N/A PC GENERAL OPERATING SUPPORT 5,000
UNITED COMMUNITY CENTER INC


1028 S 9TH ST
MILWAUKEE,WI53204
N/A PC GENERAL OPERATING SUPPORT 15,000
UNITED PERFORMING ARTS FUND INC


301 W WISCONSIN AVE SUITE 600
MILWAUKEE,WI53203
N/A PC ANNUAL CAMPAIGN 10,000
UNITED WAY OF GREATER MILWAUKEE WAU


225 WEST VINE ST
MILWAUKEE,WI53212
N/A PC ANNUAL CAMPAIGN 100,000
VITAL VOICES FOR MENTAL HEALTH INC


912 N HAWLEY RD
MILWAUKEE,WI53213
N/A PC GENERAL PROGRAM SUPPORT 4,500
ZOOLOGICAL SOCIETY OF MILWAUKEE COU


10005 W BLUEMOUND RD
MILWAUKEE,WI53226
N/A PC ACCESS MKE ZOO INITIATIVE 10,000
THE WOMEN'S CENTER INC


505 N EAST AVE
WAUKESHA,WI53186
N/A PC GENERAL OPERATING SUPPORT 5,000
MILWAUKEE PUBLIC LIBRARY FOUNDATION


814 WEST WISCONSIN AVENUE
MILWAUKEE,WI53233
N/A PC GENERAL OPERATING SUPPORT 10,000
MILWAUKEE TENNIS EDUCATION FDN INC


3000 N SHERMAN BLVD
MILWAUKEE,WI53210
N/A PC GENERAL OPERATING SUPPORT 2,500
RADIO MILWAUKEE INC


220 E PITTSBURGH AVENUE
MILWAUKEE,WI53204
N/A PC GRACE WEBER'S MUSIC LAB 5,000
SILVER SPRING NEIGHBORHOOD CENTER I


5460 N 64TH ST
MILWAUKEE,WI53218
N/A PC GENERAL PROGRAM SUPPORT 5,000
UWM FOUNDATION INC


1440 E NORTH AVE
MILWAUKEE,WI53202
N/A PC WUWM 89.7 7,500
WISCONSIN CONSERVATORY OF MUSIC INC


1584 N PROSPECT AVE
MILWAUKEE,WI53202
N/A PC COMMUNITY PARTNERSHIPS PROGRAM 10,000
WISCONSIN HUMANE SOCIETY


4500 W WISCONSIN AVE
MILWAUKEE,WI53208
N/A PC PETS FOR LIFE PROGRAM 5,000
MILWAUKEE ART MUSEUM INC


700 N ART MUSEUM DRIVE
MILWAUKEE,WI53202
N/A PC JUNIOR DOCENT PROGRAM 5,000
ALIVE MKE INC


1527 N ASTOR ST
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 35,000
UWM FOUNDATION INC


1440 E NORTH AVE
MILWAUKEE,WI53202
N/A PC GRADUATE STUDENT EXCELLENCE FUND 15,000
SHARP LITERACY INC


5775 N GLEN PARK ROAD SUITE 202
MILWAUKEE,WI53209
N/A PC GENERAL OPERATING SUPPORT 10,000
MILWAUKEE AREA TECH COLLEGE FDN INC


700 WEST STATE STREET M66
MILWAUKEE,WI53233
N/A PC JOE & ELLEN CHECOTA SCHOLARSHIP PROGRAM 40,000
MILWAUKEE JEWISH FEDERATION INC


1360 NORTH PROSPECT AVENUE
MILWAUKEE,WI53202
N/A PC HOLOCAUST EDUCATION RESOURCE CENTER 10,000
HISTORIC MILWAUKEE INC


235 E MICHIGAN ST
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
SAFE SOUND INC


4422 W LEON TERRACE
MILWAUKEE,WI53216
N/A PC GENERAL OPERATING SUPPORT 10,000
URBAN ECOLOGY CENTER INC


1500 E PARK PLACE
MILWAUKEE,WI53211
N/A PC GENERAL OPERATING SUPPORT 5,000
CENTER FOR DEAF-BLIND PERSONS INC


8306 WEST LINCOLN AVENUE
WEST ALLIS,WI53219
N/A PC GENERAL OPERATING SUPPORT 3,000
MOUNT MARY UNIVERSITY INC


2900 N MENOMONEE RIVER PKWY
MILWAUKEE,WI53222
N/A PC GRACE SCHOLARS PROGRAM 15,000
DISCOVERY WORLD LTD


500 NORTH HARBOR DRIVE
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
ST THOMAS MORE HIGH SCHOOL


2601 EAST MORGAN AVENUE
MILWAUKEE,WI53207
N/A PC CAREER EDUCATION PROGRAM 5,000
RUNNING REBELS COMMUNITY ORGANIZATI


225 W CAPITOL DR
MILWAUKEE,WI53212
N/A PC EPIC EVENING EVENT 10,000
PEARLS FOR TEEN GIRLS INC


1805 N MARTIN LUTHER KING JR DRIVE
MILWAUKEE,WI53212
N/A PC GENERAL OPERATING SUPPORT 10,000
BREWERS COMMUNITY FOUNDATION


MILLER PARK ONE BREWERS WAY
MILWAUKEE,WI53214
N/A PC DOME PROJECT 25,000
MILWAUKEE INSTITUTE OF ART DESIGN I


273 EAST ERIE STREET
MILWAUKEE,WI53202
N/A PC LUBAR EMERGING TECHNOLOGY CENTER 10,000
HOPE CENTER INC


502 N EAST AVENUE
WAUKESHA,WI53186
N/A PC GENERAL OPERATING SUPPORT 5,000
BLACK ARTS MKE INC


929 NORTH WATER STREET 4TH FLOOR
MILWAUKEE,WI53202
N/A PC GENERAL PROGRAM SUPPORT 7,500
MEDICAL COLLEGE OF WISCONSIN


8701 WATERTOWN PLANK ROAD
MILWAUKEE,WI53226
N/A PC PATHWAYS AND HEALTH EQUITY SCHOLARS PROGRAM 26,000
DOMINICAN CENTER FOR WOMEN INC


2470 WEST LOCUST STREET
MILWAUKEE,WI53206
N/A PC GENERAL PROGRAM SUPPORT 10,000
SERENITY INNS INC


PO BOX 26887
MILWAUKEE,WI53226
N/A PC GENERAL OPERATING SUPPORT 12,500
MILWAUKEE BAR ASSOCIATION FOUNDATIO


747 N BROADWAY
MILWAUKEE,WI53202
N/A SO I MOBILE LEGAL CLINIC 10,000
BLACK ARTS FEST MKE INC


325 E CHICAGO ST STE 150
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 7,500
SEEDS OF HEALTH INC


1445 SOUTH 32ND STREET
MILWAUKEE,WI53215
N/A PC GENERAL OPERATING SUPPORT 7,500
WISCONSIN JUSTICE INITIATIVE INC


PO BOX 100705
MILWAUKEE,WI53210
N/A PC GENERAL OPERATING SUPPORT 6,000
GIRLS SCOUTS OF WISCONSIN SOUTHEAST


131 S 69TH STREET
MILWAUKEE,WI53214
N/A PC GENERAL OPERATING SUPPORT 5,000
HEAR WISCONSIN INC


10243 W NATIONAL AVENUE
WEST ALLIS,WI53227
N/A PC GENERAL OPERATING SUPPORT 10,000
LIFE NAVIGATORS INC


7203 W CENTER ST
MILWAUKEE,WI53210
N/A PC AGING FAMILY SERVICES PROGRAM 5,000
SECUREFUTURES FOUNDATION INC


710 N PLANKINTON AVE STE 1400
MILWAUKEE,WI53203
N/A PC GENERAL OPERATING SUPPORT 7,500
TEACH FOR AMERICA INC


25 BROADWAY 12TH FLOOR
NEW YORK,NY10004
N/A PC GENERAL OPERATING SUPPORT 10,000
CRISTO REY JESUIT MILWAUKEE HIGH SC


1818 W NATIONAL AVENUE
MILWAUKEE,WI53204
N/A PC GENERAL OPERATING SUPPORT 5,000
LEAD2CHANGE INC


5215 N IRONWOOD RD SUITE 200
MILWAUKEE,WI53217
N/A PC DREAM.EXPLORE.BUILD PROGRAM 7,500
MACCANON BROWN HOMELESS SANCTUARY


3314 W JUNEAU AVE PO BOX 80165
MILWAUKEE,WI53208
N/A PC GENERAL PROGRAM SUPPORT 5,000
MILWAUKEE SCIENCE EDUCATION CONSORT


2000 W KILBOURN AVE
MILWAUKEE,WI53233
N/A PC GENERAL OPERATING SUPPORT 20,000
BREAD OF HEALING INC


1821 N 16TH STREET
MILWAUKEE,WI53205
N/A PC GENERAL PROGRAM SUPPORT 5,000
DR JAMES CAMERON LEGACY FOUNDATION


11933 W BURLEIGH ST
WAUWATOSA,WI53222
N/A PC BLACK HOLOCAUST MUSEUM 5,000
HISTORIC HAYMARKET MILWAUKEE INC


800 W WELLS ST
MILWAUKEE,WI53233
N/A PC WISCONSIN WONDERS CAPITAL CAMPAIGN 25,000
PROJECT RETURN INC


2821 N VEL R PHILLIPS AVE STE 202
MILWAUKEE,WI53212
N/A PC GENERAL PROGRAM SUPPORT 5,000
WISCONSIN VETERANS NETWORK INC


6317 W GREENFIELD AVE
WEST ALLIS,WI53214
N/A PC GENERAL PROGRAM SUPPORT 5,000
CENTRO LEGAL POR DERECHOS HUMANOS I


611 W NATIONAL AVE STE 103
MILWAUKEE,WI53204
N/A PC GENERAL OPERATING SUPPORT 7,500
CLIMB USA INC


6666 ODANA RD STE 221
MADISON,WI53719
N/A PC GENERAL OPERATING SUPPORT 15,000
LEADING CHANGE - AFRICA


3310 PACKERS AVE 226
MADISON,WI53704
N/A PC BURKINA FASO COLLEGE READINESS PROGRAM 10,000
MILWAUKEE EDUCATION PARTNERSHIP INC


633 W WISCONSIN AVE STE 405
MILWAUKEE,WI53203
N/A PC GENERAL OPERATING SUPPORT 15,000
SHERMAN PHOENIX FOUNDATION


3536 W FOND DU LAC AVE
MILWAUKEE,WI53216
N/A PC GENERAL OPERATING SUPPORT 10,000
URBAN LEARNING COLLABORATIVE INC


6737 W WASHINGTON ST STE 1420
MILWAUKEE,WI53214
N/A PC GENERAL OPERATING SUPPORT 2,000
VISION FORWARD ASSOCIATION INC


912 N HAWLEY RD
MILWAUKEE,WI53213
N/A PC GENERAL OPERATING SUPPORT 7,500
BETTY BRINN CHILDRENS MUSEUM


929 E WISCONSIN AVE 2ND FLOOR
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
CORE EL CENTRO


130 WEST BRUCE STREET 300
MILWAUKEE,WI53204
N/A PC GENERAL OPERATING SUPPORT 5,000
FOREST HOME HISTORIC PRESERVATION A


2405 W FOREST HOME AVE
MILWAUKEE,WI53215
N/A PC GENERAL OPERATING SUPPORT 5,000
HOUSING RESOURCES INC


7830 WEST BURLEIGH STREET
MILWAUKEE,WI53222
N/A PC GENERAL OPERATING SUPPORT 5,000
MALAIKA EARLY LEARNING CENTER INC


125 W AUER AVENUE
MILWAUKEE,WI53212
N/A PC GENERAL OPERATING SUPPORT 5,000
PATHFINDERS MILWAUEE INC


4200 N HOLTON ST SUITE 400
MILWAUKEE,WI53212
N/A PC GENERAL OPERATING SUPPORT 7,500
WELLPOINT CARE NETWORK


8901 W CAPITAL DR
MILWAUKEE,WI53222
N/A PC YOUTH TRANSITIONING TO ADULTHOOD PROGRAM 8,500
ABCD INC


5775 NORTH GLEN PARK STE 201
GLENDALE,WI53209
N/A PC GENERAL OPERATING SUPPORT 5,000
CHRIST CHILD SOCIETY


4033 W GOOD HOPE RD
MILWAUKEE,WI53209
N/A PC GENERAL OPERATING SUPPORT 2,500
FORWARD SCHOLARS LLC


2763 N 86TH ST
MILWAUKEE,WI53222
N/A PC GENERAL OPERATING SUPPORT 5,000
GOODWILL INDUSTRIES OF SOUTHEASTERN


6055 N 91ST STREET
MILWAUKEE,WI53225
N/A PC CNA TRAINING PROGRAM 5,000
IMPACT ALCOHOL OTHER DRUG ABUSE SER


6737 W WASHINGTON STREET STE 2225
MILWAUKEE,WI53214
N/A PC GENERAL OPERATING SUPPORT 5,000
INNER-CITY COMPUTER STARS FOUNDATIO


750 N ORLEANS ST STE 500
CHICAGO,IL60654
N/A PC GENERAL OPERATING SUPPORT 7,500
JOBSWORK MKE INC


2153 N MARTIN LUTHER KING JR DR
MILWAUKEE,WI53212
N/A PC GENERAL OPERATING SUPPORT 7,500
LA CAUSA INC


413 W SCOTT ST
MILWAUKEE,WI53204
N/A PC GENERAL OPERATING SUPPORT 5,000
NATIONAL SOCIETY OF BLACK ENGINEERS


PO BOX 12020
MILWAUKEE,WI53212
N/A PC HYDROPONICS STEM PROGRAM 5,000
MILWAUKEE DIAPER MISSION INC


4900 S PENNSYLVANIA AVE STE 200
CUDAHY,WI53110
N/A PC GENERAL OPERATING SUPPORT 5,000
MILWAUKEE WOMENS CENTER INC


728 N JAMES LOVELL ST
MILWAUKEE,WI53233
N/A PC GENERAL OPERATING SUPPORT 10,000
ST JOAN ANTIDA HIGH SCHOOL


1341 N CASS STREET
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
TUSKEGEE HUMAN AND CIVIL RIGHTS MUL


PO BOX 830768
TUSKEGEE,AL36083
N/A PC THE FRED D GRAY INSTITUTE FOR HUMAN & CIVIL RIGHTS 10,000
WALKERS POINT YOUTH AND FAMILY CENT


1123 N WATER STREET STE 400
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 5,000
WHITEFISH BAY HIGH SCHOOL


1200 E FAIRMOUNT AVE
WHITEFISH BAY,WI53217
N/A PC TRACK AND FIELD PROGRAM 50,000
WISCONSIN MARINE HISTORICAL SOCIETY


814 W WISCONSIN AVE
MILWAUKEE,WI53233
N/A PC GMF ENDOWMENT FUND 5,000
Total .................................right arrow 3a 1,250,000
bApproved for future payment
HISTORIC HAYMARKET MILWAUKEE INC

800 W WELLS ST
MILWAUKEE,WI53233
N/A PC WISCONSIN WONDERS CAPITAL CAMPAIGN 25,000
ACTS COMMUNITY DEVELOPMENT CORP

2414 W VLIET ST
MILWAUKEE,WI53205
N/A PC OPENING DOORS CAPITAL CAMPAIGN 50,000
ALIVE MKE INC

1527 N ASTOR ST
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 35,000
MILWAUKEE BAR ASSOCIATION FOUNDATIO

747 N BROADWAY
MILWAUKEE,WI53202
N/A SO I MOBILE LEGAL CLINIC 10,000
META HOUSE INC

2625 N WEIL ST
MILWAUKEE,WI53212
N/A PC CAPITAL CAMPAIGN, GENERAL PROGRAM SUPPORT 55,000
DR HOWARD FULLER COLLEGIATE ACADEMY

4030 N 29TH STREET
MILWAUKEE,WI53216
N/A PC CAPITAL CAMPAIGN 25,000
MILWAUKEE REPERTORY THEATER INC

108 EAST WELLS STREET
MILWAUKEE,WI53202
N/A PC CAPITAL CAMPAIGN 20,000
LITERACY SERVICES OF WISCONSIN INC

555 N PLANKINTON AVE
MILWAUKEE,WI53203
N/A PC CAPITAL CAMPAIGN 10,000
BREWERS COMMUNITY FOUNDATION

MILLER PARK ONE BREWERS WAY
MILWAUKEE,WI53214
N/A PC DOME PROJECT 75,000
Total ................................. right arrow 3b 305,000
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 67,017  
4 Dividends and interest from securities ....     14 413,130  
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 ............
    18 842,813  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMILWAUKEE FIX, LLC
900001   16 1,922  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,324,882  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,324,882
(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: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 LegalFeesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
QUARLES & BRADY LLP 17,717 1,772 0 15,945


TY 2024 OtherDecreasesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
Milwaukee Fix LLC principal adjustment 5,071


TY 2024 OtherExpensesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CT CORP REGISTERED AGENT 76 8   68
MISCELLANEOUS BANK CHARGES 15 2   13
US BANK TAX REPORT PREP 450 450    


TY 2024 OtherIncomeSchedule2
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MILWAUKEE FIX, LLC 1,922 1,922  


TY 2024 OtherProfessionalFeesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BMO HARRIS BANK 27,318 27,318 0 0
ROBERT W BAIRD INVESTMENT MANAGEMENT FEE 41,903 41,903 0 0
US BANK INVESTMENT MANAGEMENT FEE 22,990 22,990 0 0


TY 2024 TaxesSchedule
Name:
RALPH EVINRUDE FOUNDATION INC
EIN:
39-6040256
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 3,000