Private foundation
MILWAUKEE, WICity and state as stated on its FY2018 returnEIN
The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
Application policy: Funds preselected organizations only, as stated on the FY2018 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2018 | 990-PF | $7,975 | $1,074,920 | $1,070,815 | $0 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 10% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Greater Milwaukee FoundationMilwaukee, WI | Contribution | $1,069,215 | 2018 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elaine Shanebrook | TRUSTEE | 1.00 | $0 |
| Thomas R Bast | TRUSTEE | 1.00 | $0 |
| Jason Valerius | TRUSTEE | 1.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $0 |
| FY2017 | 990-PF | $82,345 | $70,222 | $62,700 | $1,066,945 | $1,066,945 |
| FY2016 | 990-PF | $44,886 | $69,096 | $61,100 | $1,056,629 | $1,056,629 |
| CONTRIBUTION |
| $10,000 |
| 2016 |
| THRESHOLD INCORPORATEDWEST BEND, WI | CONTRIBUTION | $10,000 | 2017 |
| DR JAMES E ALBRECHT FREE CLINICWEST BEND, WI | CONTRIBUTION | $7,500 | 2017 |
| DR JAMES E ALBRECHT FREE CLINICWEST BEND, WI | CONTRIBUTION | $7,000 | 2016 |
| Lakeland CollegePlymouth, WI | Education | $6,000 | 2017 |
| Lakeland CollegePlymouth, WI | Education | $6,000 | 2016 |
| Washington County Campus FoundationWest Bend, WI | Education | $5,500 | 2016 |
| Washington County Campus FoundationWest Bend, WI | Education | $5,500 | 2017 |
| MUSEUM OF WISCONSIN ARTWest Bend, WI | CONTRIBUTION | $5,000 | 2017 |
| MUSEUM OF WISCONSIN ARTWest Bend, WI | CONTRIBUTION | $5,000 | 2016 |
| WEST BEND FULL SHELF FOOD PANTRYWEST BEND, WI | CONTRIBUTION | $4,000 | 2017 |
| WEST BEND FULL SHELF FOOD PANTRYWEST BEND, WI | CONTRIBUTION | $4,000 | 2016 |
| VOLUNTEER CENTER OF WA CNTYWEST BEND, WI | CONTRIBUTION | $3,000 | 2017 |
| VOLUNTEER CENTER OF WA CNTYWEST BEND, WI | CONTRIBUTION | $3,000 | 2016 |
| UNITED WAY OF WASHINGTON COUNTYWEST BEND, WI | CONTRIBUTION | $3,000 | 2017 |
| UNITED WAY OF WASHINGTON COUNTYWEST BEND, WI | CONTRIBUTION | $2,500 | 2016 |
| FRIENDS OF ABUSED FAMILIESWEST BEND, WI | CONTRIBUTION | $2,000 | 2017 |
| BAY-LAKES COUNCIL BSAAPPLETON, WI | CONTRIBUTION | $2,000 | 2017 |
| Girl Scouts Great Blue Heron CouncilNew Berlin, WI | Contribution | $2,000 | 2016 |
| WEST BEND BOYS & GIRLS CLUBWEST BEND, WI | CONTRIBUTION | $2,000 | 2016 |
| Girl Scouts Great Blue Heron CouncilNew Berlin, WI | Contribution | $2,000 | 2017 |
| WEST BEND BOYS & GIRLS CLUBWEST BEND, WI | CONTRIBUTION | $2,000 | 2017 |
| WASHINGTON CNTY HISTORICAL SOCWEST BEND, WI | CONTRIBUTION | $2,000 | 2017 |
| BAY-LAKES COUNCIL BSAAPPLETON, WI | CONTRIBUTION | $2,000 | 2016 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Filing id 201831289349100338
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201742379349100214
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.