2023-11-15T10:42:47-06:00 2022-12-31 FOLEY & LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 990 2022-01-01 396040438 FROEDTERT MEMORIAL LUTHERAN HOSPITAL TRUST % GEORGE A DIONISOPOULOS FROE 4142975734 FOLEY LARDNER 777 E WISCONSIN AVE MILWAUKEE WI 532025306 GEORGE DIONISOPOULOS TRUSTEE 4142975750 2023-11-08 true GEORGE DIONISOPOULOS 999009999 JASON J KOHOUT P01397759 4142712400 2023-11-08 2 2022 2023-04-26 12:10:37Z GEORGE A DIONISOPOULOS 777 E WISCONSIN AVENUE MILWAUKEE WI 53202 54491351 false X N/A X 1962 WI TO SUPPORT FROEDTERT MEMORIAL LUTHERAN HOSPITAL. 4 4 0 -78982 0 0 47485857 0 0 7613267 3393478 0 0 7613267 50879335 5000000 17000000 0 0 168000 192500 0 0 0 634908 515070 5802908 17707570 1810359 33171765 56336115 89563578 0 0 56336115 89563578 TO SUPPORT FROEDTERT MEMORIAL LUTHERAN HOSPITAL. false false 17096250 17000000 PROVIDED FUNDS TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., 9200 W. WISCONSIN AVENUE, MILWAUKEE, WI 53226, AND ADMINISTRATIVE EXPENSES PAID TO ACCOMPLISH EXEMPT PURPOSES OF SUPPORTED ORGANIZATION. . . 17096250 true true false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false true false false false false true false false false true 5 0 0 true true false false false false false false false false false false false X 4 4 true false false false false false false true true false false true true true true true true true true false WI X GEORGE A DIONISOPOULOS 4142712400 C/O FOLEY LARDNER LLP 777 EWISC MILWAUKEE WI 532025306 X FOLEY LARDNER LLP INSTITUTIONAL ADMINISTRATOR 0.0 0.0 X 82500 6500 0 THOMAS F SCHRADER TRUSTEE 1.0 1.0 X 55000 0 0 JOHAN SEGERDAHL TRUSTEE 1.0 1.0 X 55000 0 0 GEORGE A DIONISOPOULOS TRUSTEE 1.0 1.0 X 0 0 0 JASON J KOHOUT TRUSTEE 1.0 1.0 X 0 0 0 192500 6500 0 0 false false false FOLEY LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 SEE SCHEDULE O 207990 1 47485857 37291673 47485857 0 1801045 -74961 1876006 0 0 0 0 0 4193461 1010988 3612016 581445 1010988 1592433 -4021 1596454 0 0 0 0 0 0 0 0 0 0 50879335 -78982 3472460 17000000 17000000 0 0 0 192500 96250 96250 0 0 0 0 0 0 207990 207990 0 0 0 93655 93655 0 0 0 0 0 0 0 0 0 0 0 0 0 PORTFOLIO DEDUCTIONS FROM 0 PASS-THROUGH ENTITIES 140821 140821 FOREIGN TAXES WITHHELD 72604 72604 17707570 17096250 611320 0 X 0 9023 4883831 880577 0 0 29656 56264 0 0 0 0 0 0 0 0 0 0 0 0 5802596 31456094 45618879 57161620 0 0 0 0 1153 0 56336115 89563578 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 56336115 89563578 0 0 0 0 56336115 89563578 56336115 89563578 X 33171765 55698 X false false false X X 1 FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC 396105970 3 true 17000000 0 1 17000000 true false false false false false false false false false false false false false false true false false 0 0 574767 1801045 574767 1801045 0 802908 611333 0 0 1189712 71693464 85686216 7423548 4483239 0 79117012 90169455 0 0 79117012 90169455 1186755 1352542 77930257 88816913 2727559 3108592 0 2727559 3108592 0 0 2727559 2727559 0 2727559 17000000 0 96250 0 0 0 17096250 0 2727559 0.0 2727559 0 0 0 0 1534722 5084000 6618722 0 2727559 0 3891163 17096250 0 0 17096250 0 0 20987413 0 0 0 3891163 17096250 SCHEDULE A, PART IV, SECTION D - LINE 2 The Trustees of the Trust regularly meet with the Hospital to discuss how best to use the trust's support. The Hospital proposes several projects for consideration by the trustees, and provides insight and information on the hospital's operations, strategic plans, and funding needs. IN addition, the trust provides the hospital with the annual notification and accounting statement. SCHEDULE A, PART V, LINE 1 The Trust satisfies the alternate integral part test for a qualifying trust in existence as of November 20, 1970 as provided for in Reg. 1.509(a)-4(i)(9). The Trust meets this alternate integral part test, as follows: (i) all of the Trust's unexpired interests are devoted to the Froedtert Memorial Lutheran Hospital (the supported organization) and estate of Kurt R. Froedtert was entitled to a deduction under section 2055 (or its predecessor); (ii) the Trust was funded during the administration of Mr. Froedtert's estate, who died in 1951. The Trust later received the remainder of the Trust created under his will for the benefit of his daughter that terminated at her death. No other contributions have been made to the trust; (iii) the Trust's governing instrument designates the hospital as the Beneficiary of the Trust's income and the trustees have consistently treated the Hospital as the sole beneficiary of any income and principal distributions; (iv) the trustees have consistently paid the Trust's income to the Hospital; and (v) none of the trustees are disqualified persons. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED SEE ATTACHED SCHEDULE. 57161620 C 57161620 true FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE WI 53226 396105970 501(c)(3) 5000000 N/A N/A ADVANCING TRANSLATIONAL RESEARCH THROUGH CLINICAL TRIALS AND INFRASTRUCTURE, INVESTING IN TRANSFORMATIVE TECHNOLOGIES AND INVESTING IN WORKFORCE DEVELOPMENT FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE WI 53226 396105970 501(C)(3) 12000000 N/A N/A FROEDTERT MEMORIAL LUTHERAN HOSPITAL SCHOLARSHIP FUND 1 X 57 37291673 DONOR COST false false false FORM 990, PART VI, SECTION A, GOVERNING BODY AND MANAGEMENT LINE 8B - THE TRUST HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, POLICIES LINE 11 - BEFORE THE TAX RETURN IS FILED, A COPY IS SENT TO ALL TRUSTEES WITH A REQUEST FOR QUESTIONS OR COMMENTS. LINE 12 c - ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE MEETINGS OF THE TRUSTEES. TRUSTEES MUST PROVIDE AN ANNUAL DISCLOSURE STATEMENT. LINES 15 a and 15 b - A COMPENSATION STUDY WAS PREPARED BY MERCER, INC. AND REVIEWED AT A MEETING OF TRUSTEES AND RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION C, DISCLOSURE LINE 19 - COPIES OF THE FROEDTERT TRUST'S FORM 990s ARE MAINTAINED AT THE MILWAUKEE OFFICE OF FOLEY & LARDNER LLP. IF AN INDIVIDUAL WERE TO REQUEST A COPY OF THE TRUST'S FORM 990 IN WRITING OR IN PERSON AT THE OFFICES OF FOLEY & LARDNER LLP (WHICH IS LISTED AS THE ADDRESS OF THE FROEDTERT TRUST ON ITS RETURN), SOMEONE ACTING UNDER THE DIRECTION OF A TRUSTEE WOULD MAKE THE TRUST'S FORM 990 AVAILABLE FOR INSPECTION IN THE ALLOTTED TIME AS REQUIRED UNDER IRC 6104 AND CORRESPONDING REGULATIONS. ALSO, THE TRUST'S FORM 990 IS POSTED ON GUIDESTAR. FORM 990, PART VII, SECTION A, LINE 1a(5), COMPENSATION OF TRUSTEES FOLEY & LARDNER LLP - REPORTABLE COMPENSATION OF $82,500 INCLUDES TRUSTEE FEES FOR GEORGE A DIONISOPOULOS AND JASON J KOHOUT WHICH ARE REQUIRED TO BE TURNED OVER TO FOLEY & LARDNER LLP. THE TRUSTEEES ALSO RECEIVE COMPENSATION AS TRUSTEES OF A RELATED TRUST WHICH WILL BE PAID INTO THE HOSPITAL TRUST. FORM 990, PART VII - COMP OF FIVE HIGHEST PAID IND. CONTRACTORS DESCRIPTION OF SERVICES: ACCOUNTING, LEGAL, TAX RETURN PREPARATION, GENERAL ADMINISTRATION. PART XI, LINE 9, OTHER CHANGES IN NET ASSETS OR FUND BALANCE BOOK TO TAX COST ADJUSTMENTS 55,711 NONDEDUCTIBLE EXPENSES (13) ---------- TOTAL CHANGES 55,698 FORM 990, PART VI, SECTION A, LINE 2 GEORGE A. DIONISOPOULOS AND JASON J KOHOUT ARE PARTNERS AT FOLEY & LARDNER LLP. FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 396105970 HOSPITAL WI 501(c)(3) 3 NA false FROEDTERT TRUST 777 E WISCONSIN AVE STE 3500 MILWAUKEE WI 532025306 396040437 PRIVATE TRUST WI NA T 0 0 false true false false false false false false false false false false false false false false false false FROEDTERT MEMORIAL LUTHERAN HOSPITAL b 17000000 CASH