2023-11-13T14:31:39-06:00 2022-12-31 135565207 KPMG LLP 90 S 7TH ST STE 4200 MINNEAPOLIS MN 55402 990 2022-01-01 392008146 GREATER CEDARBURG FOUNDATION INC C/O GREATER MILWAUKEE FOUNDATION INC GREA 4142725805 101 W PLEASANT ST 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 KEN ROBERTSON 101 W PLEASANT ST 210 MILWAUKEE WI 53212 2627337 0 X WWW. GREATERMILWAUKEEFOUNDATION. ORG X 2001 WI SEE SCHEDULE O 12 12 0 0 0 0 460829 213832 0 0 641854 201918 0 0 1102683 415750 218358 265243 0 0 0 0 0 0 12279 110209 117835 328567 383078 774116 32672 8601926 7204518 43791 45750 8558135 7158768 X SEE SCHEDULE O 0 0 265243 265243 0 SEE SCHEDULE OGREATER CEDARBURG 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 GREATER CEDARBURG'S ARTICLES OF INCORPORATION, "THE CORPORATION IS ORGANIZED AND SHALL AT ALL TIMES HEREAFTER BE OPERATED, EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC LITERARY AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF AND/OR TO CARRY OUT THE PURPOSES OF THE GREATER MILWAUKEE FOUNDATION BY FACILITATING GREATER MILWAUKEE FOUNDATION'S PROGRAMS WITHIN THE CEDARBURG AREA. SUCH PURPOSES MAY INCLUDE, BUT ARE NOT LIMITED TO, SOLICITING AND RECEIVING CONTRIBUTIONS AND BEQUESTS OF AN ENDOWMENT OR CAPITAL NATURE TO CARRY OUT GREATER MILWAUKEE FOUNDATION'S PROGRAMS BY SUPPORTING CHARITABLE ORGANIZATIONS AND PROGRAMS WITHIN THE CEDARBURG AREA. THE CORPORATION MAY ACCOMPLISH ITS PURPOSES DIRECTLY OR BY MAKING GRANTS OR OTHER PAYMENTS FOR CHARITABLE PURPOSES TO THIRD PARTIES." 265243 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 0 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 12 12 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 ST 210 MILWAUKEE WI 53212 JOE RINTLEMAN TREASURER 1.00 0.00 X X 0 0 0 MARY JANE BAUMGARTNER DIRECTOR (END 6/22) 1.00 0.00 X 0 0 0 PATRICIA THOME DIRECTOR (END 6/22) 1.00 0.00 X 0 0 0 MARK LANGHOLZ DIRECTOR 1.00 0.00 X 0 0 0 ROB HELF DIRECTOR 1.00 0.00 X 0 0 0 KIP KINZEL DIRECTOR 1.00 0.00 X 0 0 0 KEVIN KENNEDY DIRECTOR 1.00 0.00 X 0 0 0 JOEL DYKSTRA DIRECTOR 1.00 0.00 X 0 0 0 KRISIE AUGUSTINE-MANSELL DIRECTOR 1.00 0.00 X 0 0 0 JEFF JANZA DIRECTOR 1.00 0.00 X 0 0 0 VINCE CAMERANESI DIRECTOR 1.00 0.00 X 0 0 0 BLAINE GIBSON DIRECTOR (START 6/22) 1.00 0.00 X 0 0 0 KATIE PIPCORN DIRECTOR (START 6/22) 1.00 0.00 X 0 0 0 LAUREN MCMILLAN DIRECTOR (START 6/22) 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 0 250 213582 1720 213832 122765 122765 2290740 2211587 79153 79153 79153 415750 0 0 201918 265243 265243 8685 8685 3218 3218 2665 2665 24559 12280 12279 ADMIN FEES PAID TO GMF 72629 72629 PRINTING 3371 3371 FEES FOR SERVICES 1584 1584 CUSTODIAL FEES 1124 1124 383078 265243 105556 12279 0 0 665378 714141 0 0 0 0 0 0 0 0 0 0 0 0 0 1265 0 0 0 0 7936548 6489112 0 0 0 0 0 0 0 0 8601926 7204518 43791 45750 0 0 0 0 0 0 0 0 0 0 0 0 0 0 43791 45750 X 8558135 7158768 0 0 8558135 7158768 8601926 7204518 32672 -1432039 0 X 0 1 X 1 0 X X 1 GREATER MILWAUKEE FOUNDATION INC 396036407 8 1 0 0 1 0 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 6 0 128500 1446594 1 1 8421047 214070 -1231251 265743 81779 7056344 7115042 395299 1207958 218358 78894 8421047 5956158 596047 833639 217800 53002 7115042 5284021 215435 817761 307433 53626 5956158 5518721 176777 -16057 201068 50352 5428021 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 OZAUKEE FAMILY SERVICES 4922 COLUMBIA RD CEDARBURG WI 530129188 391208203 501(C)(3) 82500 0 BUILDING THE FUTURE CEDARBURG CULTURAL CENTER INC W62N546 WASHINGTON AVE CEDARBURG WI 53012 391558200 501(C)(3) 31000 0 KUHEFUSS HOUSE MUSEUM RIVEREDGE NATURE CENTER INC P O BOX 26 NEWBURG WI 530600026 396108549 501(C)(3) 25000 0 EDUCATION CENTER ADVENT LUTHERAN CHURCH W63N642 WASHINGTON AVE CEDARBURG WI 530121928 390968238 501(C)(3) 23000 0 SUSTAINING SUPPORT EMMANUEL LUTHERAN CHURCH 777 MOORING LINE DR NAPLES FL 341024715 591377616 501(C)(3) 22500 0 SUSTAINING SUPPORT CEDARBURG ART MUSEUM & SOCIETY INC W63N675 WASHINGTON AVE CEDARBURG WI 530121900 461480670 501(C)(3) 17750 0 FASCIA AND EXTERIOR REPAIR MIAMI UNIVERSITY OFFICE OF THE BURSAR OXFORD OH 450563439 316402089 501(C)(3) 14000 0 SCHOLARSHIP/SIERRA GETSCHOW CEDARBURG FRIENDS OF PARKS AND RECREATION W63 N645 WASHINGTON AVE CEDARBURG WI 530120864 475305779 501(C)(3) 10000 0 ALL CHILDREN'S PLAYGROUND PURDUE RESEARCH FOUNDATION 403 WEST WOOD ST WEST LAFAYETTE IN 479072007 351052049 501(C)(3) 10000 0 THE BENEFIT OF JOHN PURDUE CLUB OLYMPIAN MEQUON-THIENSVILLE SCHOOL DISTRICT 5000 W MEQUON RD MEQUON WI 53092 391167661 GOVERNMENT 5243 0 THE JEAN AND DENNIS SCHRANK SCHOLARSHIP 10 0 PART I, LINE 2: THE DIRECTORS OF THE GREATER CEDARBURG AREA 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. 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 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 COMPENSATION 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. GREATER MILWAUKEE FOUNDATION INC 101 W PLEASANT ST 210 MILWAUKEE WI 53212 396036407 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 8 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0