2023-11-13T14:35:48-06:00 2022-12-31 135565207 KPMG LLP 90 S 7TH ST STE 4200 MINNEAPOLIS MN 55402 990 2022-01-01 391971548 WEST BEND COMMUNITY FOUNDATION INC WEST 4142725805 101 W PLEASANT 210 MILWAUKEE WI 53212 KEN ROBERTSON ASSISTANT TREASURER 4142725805 2023-11-09 1 KEN ROBERTSON 999009999 0 MONROE J GIERL P01413237 6123055000 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CO GREATER MILWAUKEE FOUNDATION KEN ROBERSTSON 101 W PLEASANT 210 MILWAUKEE WI 53212 25837358 0 X N/A X 1999 WI SEE SCHEDULE O 10 10 0 0 0 0 4714901 4718148 0 0 5860788 1915342 0 0 10575689 6633490 3986880 5160510 0 0 0 0 0 0 0 526337 674633 4513217 5835143 6062472 798347 79149428 66429370 1341025 1174733 77808403 65254637 X SEE SCHEDULE O 0 0 5160510 5160510 0 SEE SCHEDULE OWEST BEND COMMUNITY FOUNDATION, INC WAS FORMED TO OPERATE AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE TO SUPPORT GREATER MILWAUKEE FOUNDATION, INC. THE GREATER MILWAUKEE FOUNDATION IS A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) OF THE INTERNAL REVENUE CODE.AS SET FORTH IN THE WEST BEND COMMUNITY FOUNDATION, INC,.'S ARTICLES OF INCORPORATION, "THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC AND LITERARY PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) AND EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF AND/OR TO CARRY OUT THE PURPOSES OF THE GREATER MILWAUKEE, A WISCONSIN CHARITABLE TRUST ORGANIZED PURSUANT TO A DECLARATION OF TRUST.... INCLUDING THE CARRYING ON OF SUCH OF GREATER MILWAUKEE FOUNDATION'S PROGRAMS AS THE BOARD OF DIRECTORS OF THIS CORPORATION FROM TIME TO TIME DEEM TO BE SUITABLE AND APPROPRIATE.THE PHRASE 'SUCH OF GREATER MILWAUKEE FOUNDATION'S PROGRAMS' MEANS CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC AND LITERARY PROJECT AND ACTIVITIES OF THE KIND THAT GREATER MILWAUKEE FOUNDATION SUPPORTS AND THAT ARE LOCATED PRIMARILY IN THE GREATER "WEST BEND, WISCONSIN AREA". 5160510 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X GREATER MILWAUKEE FOUNDATION 4142725805 101 W PLEASANT STE 210 MILWAUKEE WI 53212 PETER ZIEGLER PRESIDENT 1.00 0.00 X X 0 0 0 JOHN KIECKHAFER TREASURER 1.00 0.00 X X 0 0 0 JAMES DANAHER SECRETARY 1.00 0.00 X X 0 0 0 TONNIE SCHMIDT DIRECTOR 1.00 0.00 X 0 0 0 RUTH HENKLE DIRECTOR (START 9/22) 1.00 0.00 X 0 0 0 ROB JOHNSON DIRECTOR (END 6/22) 1.00 0.00 X 0 0 0 ALLEN ERICSON DIRECTOR 1.00 0.00 X 0 0 0 CLAIRE ROLFS DIRECTOR 1.00 0.00 X 0 0 0 CHARLES O'MEARA DIRECTOR 1.00 0.00 X 0 0 0 KELLY TIGHLE DIRECTOR 1.00 0.00 X 0 0 0 ROSE PETITTE DIRECTOR 1.00 0.00 X 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY 0.00 40.00 X 0 335274 67319 KEN ROBERTSON ASSISTANT TREASURER 0.00 40.00 X 0 214320 28654 0 549594 95973 0 0 1 0 0 50 4718098 1024278 4718148 620186 620186 20499024 19203868 1295156 1295156 1295156 6633490 0 0 1915342 5160510 5160510 116879 116879 151 151 694 694 640 640 ADMIN FEES 545056 545056 CUSTODIAL FEES 11213 11213 5835143 5160510 674633 0 2910461 1138402 0 0 125000 0 0 0 0 0 0 0 0 0 0 0 322 332 0 0 0 0 76113645 65290636 0 0 0 0 0 0 0 0 79149428 66429370 391 0 1340634 1174733 0 0 0 0 0 0 0 0 0 0 0 0 1341025 1174733 X 77808403 65254637 0 0 77808403 65254637 79149428 66429370 X 798347 -13479133 127020 X 0 1 X 1 0 X X 1 GREATER MILWAUKEE FOUNDATION INC 396036407 8 1 14000 0 1 14000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33 2302710 5006236 54468077 1 1 77807516 4712448 -11563847 5310510 396072 65249535 65733995 4714401 11873442 3986880 527442 77807516 59378273 2712242 8013985 4066432 304073 65733995 53955885 3130497 7704713 4985492 427330 59378273 54500554 4604709 -905697 3961962 281719 53955885 1.00000 0 0 0 X PART V, LINE 4: ALL ENDOWMENT FUNDS ARE INVESTED TO GENERATE A PERMANENT SOURCE OF INCOME. THE INVESTED PRINCIPAL OF THE ENDOWMENT FUNDS CAN BE USED FOR GRANTMAKING AS REQUESTED BY THE DONORS UP TO A MINIMUM BALANCE. THERE ARE NO TIMING RESTRICTIONS ON ANY OF THE ENDOWED ASSETS. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC TOPIC 740 PRESCRIBES A MORE-LIKELY THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC TOPIC 740, TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. THE FOUNDATION DOES NOT HAVE A LIABILITY RECORDED FOR UNRECOGNIZED TAX BENEFITS. 1 FAMILY PROMISE OF WASHINGTON COUNTY 724 ELM ST UNIT 102 WEST BEND WI 530953220 270740203 501(C)(3) 572245 0 THE BCS PROJECT RONCALLI HIGH SCHOOL 2000 MIRRO DR MANITOWOC WI 54220 391046808 RELIGIOUS 353333 0 THE PIERSIDE AUCTION UNITED WAY OF WASHINGTON COUNTY PO BOX 304 WEST BEND WI 530950304 237281696 501(C)(3) 286755 0 THE 2021 CAMPAIGN BOY SCOUTS OF AMERICA BAY LAKES COUNCIL 2555 NORTHERN RD APPLETON WI 549128753 391184320 501(C)(3) 252100 0 BOATHOUSE REMODELING PROJECT MUSEUM OF WISCONSIN ART INC 205 VETERANS AVENUE WEST BEND WI 530953413 391017647 501(C)(3) 243248 0 OPERATING SUPPORT CITY OF WEST BEND 1115 S MAIN ST FL 3 WEST BEND WI 530954605 396005652 GOVERNMENT 227500 0 THE REGNER BEACH HOUSE ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DR ST FRANCIS WI 532350912 390807221 501(C)(3) 200000 0 THE LOVE ONE ANOTHER CAMPAIGN RAY OF HOPE MEDICAL MISSIONS INC 4107 GALLMEYER CT FORT WAYNE IN 46835 461459753 501(C)(3) 200000 0 THE 2022 CONTRIBUTION VOLUNTEER CENTER OF WASHINGTON COUNTY 303 WATER ST B WEST BEND WI 530953501 391444248 501(C)(3) 189859 0 THE WIFI UPGRADE HISTORIC WEST BEND THEATRE 125 N MAIN ST WEST BEND WI 530950401 812527857 501(C)(3) 179500 0 FOUNDERS DAY AWARD CEDAR LAKES CONSERVATION FOUNDATION INC P O BOX 347 WEST BEND WI 530950347 391284451 501(C)(3) 164700 0 PLATINUM SPONSORSHIP FOR SOMEWHERE IN TIME - RACE FOR OPEN SPACE BOYS & GIRLS CLUBS OF WASHINGTON COUNTY INC 925 N SILVERBROOK DR WEST BEND WI 530902487 391773689 501(C)(3) 155936 0 THE CAPITAL CAMPAIGN NEXT DOOR FOUNDATION INC 2545 N 29TH ST MILWAUKEE WI 532103116 391162969 501(C)(3) 150000 0 THE PATHWAYS PROGRAM OZAUKEE CHRISTIAN SCHOOL 1214 HIGHWAY 33 WEST BEND WI 53095 391664111 501(C)(3) 100000 0 THE CAPITAL CAMPAIGN DR JAMES E ALBRECHT FREE CLINIC INC P O BOX 632 WEST BEND WI 530900632 391839654 501(C)(3) 99791 0 SUSTAINING SUPPORT ELEVATE INC N169 W21005 MEADOW LN JACKSON WI 530378622 391256286 501(C)(3) 82584 0 THE UNDER THE INFLUENCE OF ADRENALINE RACE WASHINGTON COUNTY YOUTH HOCKEY ASSOCIATION P O BOX 462 WEST BEND WI 530950462 391425430 501(C)(3) 75000 0 DEBT RELIEF WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC P O BOX 397 WEST BEND WI 530950397 396055248 501(C)(3) 67783 0 ANNUAL SCHOLARSHIP SUPPORT KETTLE MORAINE YMCA 1111 W WASHINGTON ST WEST BEND WI 530952433 391175559 501(C)(3) 61500 0 SUSTAINING SUPPORT UNITED PERFORMING ARTS FUND INC 301 W WISCONSIN AVE STE 600 MILWAUKEE WI 532032232 396100399 501(C)(3) 56000 0 THE 2022 CAMPAIGN THRESHOLD INC 600 ROLFS RD WEST BEND WI 530902699 391102430 501(C)(3) 55900 0 OPERATING SUPPORT AMERICAN RED CROSS OF SOUTHEASTERN WISCONSIN 2600 W WISCONSIN AVE MILWAUKEE WI 532331817 530196605 501(C)(3) 53662 0 2022 ANNUAL SUPPORT UNITED WAY OF DANE COUNTY 2059 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 52500 0 THE ANNUAL CAMPAIGN WASHINGTON COUNTY CAMPUS FOUNDATION 400 UNIVERSITY DR WEST BEND WI 530953619 391248660 501(C)(3) 35840 0 THE JERRY AND NANCY MEHRING FAMILY SCHOLARSHIP MILWAUKEE RESCUE MISSION 830 N 19TH ST MILWAUKEE WI 532331616 390816851 501(C)(3) 35058 0 SUSTAINING SUPPORT CASA GUADALUPE EDUCATION CENTER INC 419 ROOSEVELT DR WEST BEND WI 530901521 204483105 501(C)(3) 34500 0 OPERATING SUPPORT DREAM BIG FOUNDATION 3421 W CLUBVIEW CT MEQUON WI 530925101 822553742 501(C)(3) 34058 0 SUSTAINING SUPPORT FORT WILDERNESS MINISTRIES INCORPORATED 6180 WILDERNESS TRAIL MCNAUGHTON WI 545430715 362781629 501(C)(3) 34058 0 SUSTAINING SUPPORT BRYON RIESCH PARALYSIS FOUNDATION INC N14W23900 STONE RIDGE DR WAUKESHA WI 531881135 392016568 501(C)(3) 34000 0 TRIVIA NIGHT SPONSORSHIP SCHAUER ARTS AND ACTIVITIES CENTER INC 147 N RURAL ST HARTFORD WI 530271407 391929222 501(C)(3) 30753 0 THE BCS PROJECT CATHOLIC CHARITIES OF MILWAUKEE P O BOX 070912 ST FRANCIS WI 532350912 390806321 501(C)(3) 30000 0 THE MENTAL HEALTH INITIATIVE ST PETER CONGREGATION 208 E WASHINGTON ST SLINGER WI 53086 390837264 501(C)(3) 30000 0 SUSTAINING SUPPORT MORAINE PARK FOUNDATION INC 235 NORTH NATIONAL AVENUE FOND DU LAC WI 549361940 510188166 501(C)(3) 26400 0 THE SCHOLARSHIP SUPPORT ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 10005 W BLUEMOUND RD WAUWATOSA WI 532264346 396077242 501(C)(3) 26000 0 SUSTAINING SUPPORT BLACK ARTS FEST MKE INC 1900 S 18TH AVE WEST BEND WI 53095 825378701 501(C)(3) 25000 0 THE 2022 FESTIVAL CRIME PREVENTION RESEARCH CENTER 106 WOODBINE PL MISSOULA MT 598031300 800917179 501(C)(3) 25000 0 SUSTAINING SUPPORT WASHINGTON COUNTY HUMANE SOCIETY INC 3650 HWY 60 SLINGER WI 530869309 237009054 501(C)(3) 24183 0 THE BARKS & BREWS FRIENDS INC P O BOX 117 WEST BEND WI 530950117 391308555 501(C)(3) 24000 0 OPERATING SUPPORT INTERFAITH CAREGIVERS OF WASHINGTON COUNTY P O BOX 1143 WEST BEND WI 530958643 020657722 501(C)(3) 24000 0 OPERATING SUPPORT BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY INC 103 S MAIN ST WEST BEND WI 530953353 391214215 501(C)(3) 23196 0 THE BCS PROJECT ARBOR DAY FOUNDATION 211 N 12TH ST LINCOLN NE 68508 237169265 501(C)(3) 20000 0 SUPPORT OF CEDAR RAPIDS, IA EVENT OZAUKEE WASHINGTON LAND TRUST INC 200 WISCONSIN ST WEST BEND WI 530950917 391741288 501(C)(3) 20000 0 ANNUAL SUPPORT WEST BEND PUBLIC SCHOOLS FOUNDATION INC P O BOX 1112 WEST BEND WI 530958612 260414037 501(C)(3) 20000 0 THE GOLF OUTING ST FRANCES CABRINI CATHOLIC CHURCH 1025 S 7TH AVE WEST BEND WI 53095 390927292 501(C)(3) 19500 0 THE SFC DINNER AUCTION 4C FOR CHILDREN 1736 N 2ND ST MILWAUKEE WI 532123908 391151791 501(C)(3) 17500 0 ANNUAL SUPPORT SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 530952118 391091440 501(C)(3) 17500 0 THE GOLF OUTING WEST BEND FRIENDS OF PARKS AND RECREATION 1115 S MAIN ST WEST BEND WI 530954605 830416447 501(C)(3) 17000 0 THE BIERGARDEN DURING GERMAN FEST AT REGNER PARK HONOURS INC 209 POLK ST SLINGER WI 530869234 391430131 501(C)(3) 15829 0 SLINGER HIGH SCHOOL SCHOLARSHIPS RIVEREDGE NATURE CENTER INC P O BOX 26 NEWBURG WI 530600026 396108549 501(C)(3) 15550 0 OPERATING SUPPORT EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 362518129 501(C)(3) 15500 0 SUSTAINING SUPPORT KETTLE MORAINE SYMPHONY P O BOX 52 WEST BEND WI 530950052 391603631 501(C)(3) 15450 0 OPERATING SUPPORT MILWAUKEE REPERTORY THEATER INC 108 E WELLS ST MILWAUKEE WI 532023504 390946025 501(C)(3) 15200 0 SUSTAINING SUPPORT ENCHANTMENT INC P O BOX 1137 WEST BEND WI 530958637 452718787 501(C)(3) 15000 0 THE 2022 SEASON FEEDING AMERICA EASTERN WISCONSIN INC 1700 W FOND DU LAC AVE MILWAUKEE WI 532051299 391384593 501(C)(3) 15000 0 THE GRATEFUL PLATEFUL GALA WISCONSIN ASSOCIATION OF HOMES FOR THE AGING RESEARCH AND EDUCATION CORPORA 204 S HAMILTON ST MADISON WI 53703 237448555 501(C)(3) 14133 0 SAFE PATIENT HANDLING GRANTS FOR 2022 GMF EARLY CHILDHOOD EDUCATION FUND 101 W PLEASANT ST SUITE 210 MILWAUKEE WI 53212 396036407 501(C)(3) 14000 0 SUSTAINING SUPPORT NAMI OF WASHINGTON COUNTY P O BOX 1074 WEST BEND WI 530958074 391950573 501(C)(3) 13000 0 SUSTAINING SUPPORT HABITAT FOR HUMANITY OF WASHINGTON AND DODGE COUNTY INC 601 SCHOENHAAR DR UNIT A WEST BEND WI 530902635 391908370 501(C)(3) 12000 0 ANNUAL SUPPORT WEST BEND CHILDREN'S THEATER INC PO BOX 1025 WEST BEND WI 53095 391659973 501(C)(3) 10500 0 2022 SUPPORT BLAIR'S TREE OF HOPE P O BOX 340 HOPKINS MN 55343 260584185 501(C)(3) 10000 0 THE 2022 SPIRIT OF THE SILVER LINING FAMILY PROMISE OF OZAUKEE COUNTY INC 136 W GRAND AVE PORT WASHINGTON WI 530742217 464227704 501(C)(3) 10000 0 SUSTAINING SUPPORT THE HOMETOWN FOUNDATION INC 8131 SOUTHVIEW CT WEST BEND WI 53090 833273010 501(C)(3) 10000 0 2022 SUPPORT JUNIOR ACHIEVEMENT OF WISCONSIN INC 11111 W LIBERTY DR MILWAUKEE WI 532243641 390826295 501(C)(3) 10000 0 THE JA PROMISE - JOB READY & COMMUNITY ENGAGED LAKESHORE REGIONAL CHILD ADVOCACY CENTER INC 134 S FOSTER ST SAUKVILLE WI 530802005 371829968 501(C)(3) 10000 0 CHILD ADVOCACY FOR GREATER WEST BEND. RIVERWORKS DEVELOPMENT CORPORATION 526 E CONCORDIA AVE MILWAUKEE WI 532122140 391731739 501(C)(3) 10000 0 THE BEERLINE PARK PROJECT THE STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 10000 0 SUSTAINING SUPPORT TREES FOREVER 80 W 8TH AVE MARION IA 52302 421419181 501(C)(3) 10000 0 THE 2022 SPIRIT OF THE SILVER LINING TURNSTONE CENTER 3320 N CLINTON ST FORT WAYNE IN 46805 350913541 501(C)(3) 10000 0 THE 2022 SPIRIT OF THE SILVER LINING UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 537261490 390743975 501(C)(3) 10000 0 THE CARBONE CANCER CENTER'S ANDY NORTH AND FRIENDS CANCER FUND YMCA OF SOUTHWESTERN INDIANA 516 COURT ST EVANSVILLE IN 47708 350869074 501(C)(3) 10000 0 THE 2022 SPIRIT OF THE SILVER LINING ROOTS AND BRANCHES INC 1115 S MAIN ST WEST BEND WI 530954605 391672115 501(C)(3) 8750 0 OPERATING SUPPORT MAKE-A-WISH FOUNDATION OF WISCONSIN INC 11020 W PLANK CT STE 200 WAUWATOSA WI 532263279 391543541 501(C)(3) 8550 0 THE WISH NIGHT GALA NEBRASKA HEALTH CARE FOUNDATION 1200 LIBRA DR STE 100 LINCOLN NE 68512 363573679 501(C)(3) 8428 0 SUPPORT OF SAFE PATIENT HANDLING LACASA 2895 W GRAND RIVER AVE HOWELL MI 48843 382370824 501(C)(3) 8000 0 THE 2022 SPIRIT OF THE SILVER LINING MIDWEST ATHLETES AGAINST CHILDHOOD CANCER INC 10000 W INNOVATION DR STE 135 MILWAUKEE WI 532264837 391270290 501(C)(3) 8000 0 SUSTAINING SUPPORT ELITE STARS FOUNDATION 1331 COLWYN DR HOFFMAN ESTATES IL 60194 412083799 501(C)(3) 7500 0 THE 2022 SPIRIT OF THE SILVER LINING IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC 214 WAUBESA ST MADISON WI 53707 391919172 501(C)(3) 7500 0 SUSTAINING SUPPORT SEXUAL ASSAULT AND FAMILY EMERGENCIES CENTER 1410 SUNSET DR STE G VANDALIA IL 62471 371190601 501(C)(3) 7500 0 THE 2022 SPIRIT OF THE SILVER LINING THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK RD WAUWATOSA WI 532260509 390806261 501(C)(3) 7129 0 THE ARTHRITIS INSTITUTE LAKELAND UNIVERSITY W3718 SOUTH DR PLYMOUTH WI 530734878 390821861 501(C)(3) 6500 0 THE 1862 CLUB MADISON SYMPHONY ORCHESTRA INC 222 W WASHINGTON AVE SUITE 460 MADISON WI 53703 390839707 501(C)(3) 6500 0 CONCERT ON THE GREEN CO-SPONSOR BOYS AND GIRLS CLUB OF JACKSON 832 LEXINGTON AVE JACKSON TN 38301 620784907 501(C)(3) 6000 0 THE 2022 SPIRIT OF THE SILVER LINING CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC P O BOX 1997 MS3050 MILWAUKEE WI 532011997 391500075 501(C)(3) 6000 0 2022 TEE-UP FORE KIDS SPONSORSHIP - FOURSOME FRIENDS OF SCHLITZ-AUDUBON CENTER INC 1111 E BROWN DEER RD RIVER HILLS WI 532171942 391231819 501(C)(3) 6000 0 2022 SUSTAINING SUPPORT SEED OF HOPE CENTER 206 N 6TH AVE WEST BEND WI 530953307 391775712 501(C)(3) 5500 0 THE HEALTHY PREGNANCY/ HEALTHY FAMILIES INITIATIVE 84 1 PART I, LINE 2: THE DIRECTORS OF WEST BEND COMMUNITY FOUNDATION INC. ARE VERY FAMILIAR WITH THE GRANTEES AND PREDETERMINE THAT THE GRANTEE AGENCIES ARE QUALIFIED TO RECEIVE GRANT PAYMENTS. IN ADDITION, THE STAFF OF THE GREATER MILWAUKEE FOUNDATION VERIFY THE 501(C)(3) STATUS OF THE AGENCIES AND VERIFY THAT THE AGENCIES FURTHER THE CHARITABLE PURPOSES OF THE GREATER MILWAUKEE FOUNDATION. WITH REGARDS TO THE SCHOLARSHIPS AWARDED BY WEST BEND COMMUNITY FOUNDATION, THE FOUNDATION HAS STRCIT REQUIREMENTS REGARDING ELIGIBILITY AND CONFIRMS THAT ALL RECIPIENTS MEET THOSE REQUIREMENTS. SCHOLARSHIPS ARE GENERALLY DISTRIBUTED TO EDUCATIONAL INSTITUTIONS AND NOT TO INDIVIDUALS. 1 0 0 0 0 0 0 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY 0 335274 0 0 0 0 0 49663 0 17656 0 402593 0 0 KEN ROBERTSON ASSISTANT TREASURER 0 214320 0 0 0 0 0 18766 0 9888 0 242974 0 0 X 2 1024278 MARKET VALUE 0 0 1 0 SCHEDULE M, PART I, COLUMN (B) WEST BEND COMMUNITY FOUNDATION, INC. IS REPORTING NUMBER OF CONTRIBUTORS RATHER THAN NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION- GREATER MILWAUKEE FOUNDATION, INC. BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST QUESTIONNAIRES COMPLETED BY ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE GREATER MILWAUKEE FOUNDATION, INC., THE SUPPORTED ORGANIZATION ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 SINCE THE FILING ORGANIZATION DOES NOT PAY COMPENSATION, THE FOLLOWING INFORMATION APPLIES TO HOW THE SUPPORTED ORGANIZATION (THE GREATER MILWAUKEE FOUNDATION) OF THE FILING ORGANIZATION DETERMINES COMPENSATION FOR THE PERSONS SERVING AS DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION: THE ADMIN & AUDIT COMMITTEE OF THE GREATER MILWAUKEE FOUNDATION WILL ANNUALLY REQUEST COMPARABLE DATA FROM THE GMF VICE PRESIDENT, HUMAN RESOURCES AND ORGANIZATIONAL LEARNING (VP, HROL) FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) POSITION AT THE FOUNDATION. THE COMPARABLE COMPENSATION DATA WILL GENERALLY COME FROM SALARY SURVEY DATA PROVIDED BY THE COUNCIL ON FOUNDATIONS AND SPECIFIC COMPARABLES OBTAINED FROM OTHER SURVEYS SUCH AS MRA AND THE NON PROFIT SURVEY CONDUCTED BY MRA, AND GUIDESTAR POSTED 990'S. THE VP, HROL WILL SITE COMPARABLES IN A REPORT AND REFERENCE WHERE DATA WAS OBTAINED. THE ADMIN & AUDIT COMMITTEE WILL REVIEW THE COMPARABLE DATA AND MAKE A RECOMMENDATION TO THE CHAIRMAN OF THE BOARD AND THEN TO THE FULL BOARD FOR ANY CHANGES IN THE CEO'S COMPENSATION, WITHOUT PARTICIPATION OR DISCUSSION WITH THE CEO. THE CEO MAY ANSWER QUESTIONS OF THE BOARD THAT MAY BE USED IN LATER DELIBERATIONS AND DECISION-MAKING. THE BOARD MUST DOCUMENT THE BASIS FOR DETERMINATION OF THE CEO'S SALARY. THE DOCUMENTATION MUST CONTAIN THE DATE AND TERMS OF THE COMPENSATION TRANSACTION, THE MEMBERS PRESENT FOR THE DECISION, AND WHAT COMPARABLE DATA WAS USED FOR THE DECISION. THE ADMIN & AUDIT COMMITTEE WILL BE PROVIDED WITH A TEMPLATE TO THE DOCUMENT PROCESS AND DECISION. THE ADMIN & AUDIT COMMITTEE WILL DRIVE THE PROCESS FOR DECISION-MAKING AND ASSURE THE DOCUMENTATION IS OBTAINED AND RECORDED IN BOTH THE BOARD MINUTES AND THE PERSONNEL FILE OF THE CEO. A SIMILAR PROCESS WILL BE USED FOR OTHER POSITIONS WITHIN THE FOUNDATION. HOWEVER, IT WILL BE THE CEO AND THE VP, HROL CONFERRING ON THESE OTHER POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CLCFF FUND RECLASS 127,020. GREATER MILWAUKEE FOUNDATION INC 101 W PLEASANT ST 210 MILWAUKEE WI 53212 396036407 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZTIONS WI 501(C)(3) LINE 8 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0