2024-10-09T15:53:04-05:00 2024-02-29 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-03-01 200375310 THE CHARLES E KUBLY FOUNDATION INC CHAR 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 KRISTINA RICK EXECUTIVE DIRECTOR 4144779959 2024-10-09 1 1 KATY L SOMMER P00273273 4142711451 2024-09-30 2023 2024-10-15 13:58:12Z LINDA LUNDEEN 1341 W MEQUON ROAD 220 MEQUON WI 53092 530206 0 X WWW.CHARLESEKUBLYFOUNDATION.ORG X 2003 WI THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. 10 10 1 11 0 0 488443 453687 0 0 17846 27352 -41290 -18424 464999 462615 342052 375463 0 0 70914 73202 0 0 27258 57406 69969 470372 518634 -5373 -56019 1554321 1587010 52335 58157 1501986 1528853 X THE CHARLES E KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. 0 0 424479 375463 THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2023, $375,463 WAS DISTRIBUTED TO 28 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, PROVIDE QUALITY, RESEARCHED PROGRAMMING THAT SUPPORTS THOSE AFFECTED BY DEPRESSION AND SUICIDE PREVENTION EFFORTS, AND REACH OUT TO PEOPLE WITH DEPRESSION. 424479 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 1 1 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 0 1 0 0 1 0 0 WI X KRISTINA RICK 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 LINDA LUNDEEN PRESIDENT 2.00 X X 0 0 0 NICK HENGST TREASURER 1.00 X X 0 0 0 LILY KUBLY SECRETARY 1.00 X X 0 0 0 ROSA KIM MD DIRECTOR 1.00 X 0 0 0 EVELYN KELLY DIRECTOR 1.00 X 0 0 0 MEG FETHERSTON KASCH DIRECTOR 1.00 X 0 0 0 MARK HANSEN DIRECTOR 1.00 X 0 0 0 THAYRE FAUST DIRECTOR 1.00 X 0 0 0 DEAN KNAUSS DIRECTOR 1.00 X 0 0 0 MOLLY FRITZ DIRECTOR 1.00 X 0 0 0 KRISTINA RICK EXECUTIVE DIRECTOR 30.00 X 63660 0 0 63660 0 0 0 0 0 0 0 254172 199515 453687 27352 27352 49167 254172 67591 -18424 -18424 462615 0 0 8928 375463 375463 68000 16375 35250 16375 5202 1253 2696 1253 10000 10000 9295 9295 1529 1529 23491 17501 5990 9756 9196 560 585 585 9600 2111 5378 2111 174 174 926 926 1010 1010 BANK AND CREDIT CARD FE 2350 2350 SUBSCRIPTIONS 650 650 OTHER EXPENSE 358 358 MEMBERSHIP DUES 245 245 518634 424479 66897 27258 13294 15159 611503 545631 2500 4450 4950 922574 1021270 1554321 1587010 2035 3157 50300 55000 52335 58157 X 1501986 1528853 1501986 1528853 1554321 1587010 -56019 82886 0 X X 0 1 X 1 0 X 658355 379062 535005 488443 453687 2514552 34506 1215 54522 24535 49167 163945 692861 380277 589527 512978 502854 2678497 146723 66175 54177 95060 91362 453497 0 146723 66175 54177 95060 91362 453497 2225000 1565 1369 29078 17846 27353 77211 1565 1369 29078 17846 27353 77211 694426 381646 618605 530824 530207 2755708 0.80740 0.85560 0.02800 0.01510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 922574 500 98196 1021270 1004584 600 -82610 922574 983528 24525 -3469 1004584 939197 43450 881 983528 730358 208010 829 939197 1.00000 0 0 0 X 536206 82886 82886 453320 9295 9295 462615 509339 0 509339 9295 9295 518634 PART V, LINE 4: THE FOUNDATION WILL ADOPT INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO FURTHER THE PROGRAMS SUPPORTED BY THE ENDOWMENT. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF FEBRUARY 29 2024, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. BEYOND THE BLUES 267762 254172 13590 34142 1150 20345 DREWFEST 15000 15000 1 20577 20577 11954 303339 254172 49167 34142 1150 32299 67591 -18424 1 MOMENTIVE INC 1 CURIOSITY WAY SAN MATEO CA 94403 371581003 6300 0 PROGRAM SUPPORT THE FRIENDSHIP CIRCLE 8649 N PORT WASHINGTON RD FOX POINT WI 53217 391819245 501(C)(3) 7500 0 PROGRAM SUPPORT UWM FOUNDATION 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 237337744 501(C)(3) 11500 0 PROGRAM SUPPORT CHRISTIAN FAMILY SOLUTIONS W175 N11120 STONEWOOD DRIVE GERMANTOWN WI 53022 391047224 501(C)(3) 24992 0 PROGRAM SUPPORT EASTBROOK ACADEMY 5375 N GREEN BAY AVENUE MILWAUKEE WI 53209 391926815 501(C)(3) 25000 0 PROGRAM SUPPORT GATHERING ON THE GREEN PO BOX 524 THIENSVILLE WI 53092 391833256 501(C)(3) 25000 0 PROGRAM SUPPORT PIUS CATHOLIC HIGH SCHOOL 135 N 76TH ST MILWAUKEE WI 53213 391101976 501(C)(3) 20000 0 PROGRAM SUPPORT MILWAUKEE ACADEMY OF SCIENCE 2000 W KILBOURN AVE MILWAUKEE WI 53233 391974865 501(C)(3) 10000 0 PROGRAM SUPPORT GREAT LAKES DRYHOOTCH 1030 E BRADY ST MILWAUKEE WI 53202 813879969 501(C)(3) 24800 0 PROGRAM SUPPORT CENTER FOR SUICIDE AWARENESS 1121 W MAIN AVE DE PERE WI 54115 461223558 501(C)(3) 20000 0 PROGRAM SUPPORT EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DRIVE MADISON WI 53711 390806202 501(C)(3) 15000 0 PROGRAM SUPPORT JORDON PORCO FOUNDATION 415 SILAS DEANE HIGHWAY STE 304B WETHERSFIELD CT 06109 275039555 501(C)(3) 5021 0 PROGRAM SUPPORT SEEDS OF HEALTH 1445 S 32ND ST MILWAUKEE WI 53215 930843605 501(C)(3) 15000 0 PROGRAM SUPPORT UNIVERSITY OF HEALTH SERVICES - UW MADISON 1848 UNIVERSITY AVE MADISON WI 53726 396006492 501(C)(3) 25000 0 PROGRAM SUPPORT 16TH STREET COMMUNITY HEALTH CENTER 1337 S CESAR E CHAVEX DRIVE MILWAUKEE WI 53204 391180475 501(C)(3) 16000 0 PROGRAM SUPPORT LUTHERAN SOCIAL SERVICES OF WI & UPPER MI 6737 W WASHINGTON ST STE 2275 WEST ALLIS WI 53214 390816846 501(C)(3) 15000 0 PROGRAM SUPPORT SHOW AND TELL INC 2151 LAKE SHORE AVENUE LOS ANGELES CA 90039 850680873 15000 0 PROGRAM SUPPORT 16 1 PART I, LINE 2: A GRANT REPORT IS REQUIRED WITHIN 30 DAYS OF THE COMPLETION OF A FUNDED INITIATIVE. IF MONIES ARE BEING DISBURSED IN INSTALLMENTS DUE TO THE NATURE OF THE INITIATIVE, THEN INTERIM REPORTS ARE REQUIRED AND REVIEWED BY THE BOARD BEFORE THE NEXT INSTALLMENT IS PAID. THE FOUNDATION GENERALLY WILL NOT FUND A NEW REQUEST FROM AN ORGANIZATION UNLESS ALL REQUIRED PAST REPORTS HAVE BEEN RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR CIRCULATES THE RETURN AMONG THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C IF A BOARD MEMBER IS INVOLVED WITH AN ORGANIZATION SUBMITTING A GRANT, THAT BOARD MEMBER CANNOT PARTICIPATE IN THE REVIEW OR VOTING FOR THE PROJECT. FORM 990, PART VI, SECTION B, LINE 15A ANY INCREASE TO THE SALARY FOR THE EXECUTIVE DIRECTOR IS REVIEWED IN DETAIL AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. CONSIDERATION WOULD INCLUDE COMPARISONS TO SIMILAR LOCAL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR