2024-11-13T11:55:58-06:00 2023-12-31 135565207 KPMG LLP 350 NORTH 5TH ST STE 600 MINNEAPOLIS MN 55401 990 2023-01-01 753266194 OCONOMOWOC AREA FOUNDATION INC OCON 4142725805 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 YELENA CHESTER ASSISTANT TREASURER 4142725805 2024-11-07 1 0 MONROE J GIERL P01413237 6123055000 2024-11-07 2023 2024-10-15 13:58:12Z X YELENA CHESTER 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 3384966 0 X N/A X 2008 WI SEE SCHEDULE O 16 16 0 0 0 0 1238428 537146 0 0 283191 422565 0 0 1521619 959711 874138 789270 0 0 0 0 0 0 13868 228905 215774 1103043 1005044 418576 -45333 12412430 13474944 82907 17296 12329523 13457648 X SEE SCHEDULE O 0 0 789270 789270 0 SEE SCHEDULE OOCONOMOWOC AREA 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 OCONOMOWOC AREA FOUNDATION'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 OCONOMOWOC 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 OCONOMOWOC AREA. THE CORPORATION MAY ACCOMPLISH ITS PURPOSES DIRECTLY OR BY MAKING GRANTS OR OTHER PAYMENTS FOR CHARITABLE PURPOSES TO THIRD PARTIES." 789270 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 16 16 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 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 BOB JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT W SNYDER DIRECTOR 1.00 0.00 X 0 0 0 LOU MORGAN DIRECTOR 1.00 0.00 X 0 0 0 TERRANCE HOLAHAN DIRECTOR 1.00 0.00 X 0 0 0 RANDY BOURDO DIRECTOR 1.00 0.00 X 0 0 0 BRIAN EWALD DIRECTOR 1.00 0.00 X 0 0 0 SUE BICKLER DIRECTOR 1.00 0.00 X 0 0 0 SUSAN KAY SECRETARY 1.00 0.00 X X 0 0 0 KAITIE NEWCOMB DIRECTOR 1.00 0.00 X 0 0 0 TODD SCHEID DIRECTOR 1.00 0.00 X 0 0 0 GLENN HANON DIRECTOR 1.00 0.00 X 0 0 0 CALVIN SCHMIDT DIRECTOR 1.00 0.00 X 0 0 0 PAT MCNAMEE DIRECTOR 1.00 0.00 X 0 0 0 KEVIN PEHLER DIRECTOR 1.00 0.00 X 0 0 0 ANDREA STACK DIRECTOR 1.00 0.00 X 0 0 0 REBBECCA SEYMOUR DIRECTOR 1.00 0.00 X 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY 0.00 40.00 X 0 324970 57748 KEN ROBERTSON ASSISTANT TREASURER 0.00 40.00 X 0 201605 29243 0 526575 86991 0 0 1 0 0 2761 534385 1166 537146 202292 202292 2645528 2425255 220273 220273 220273 959711 0 0 422565 789270 789270 20883 20883 9176 9176 2185 2185 6270 6270 27736 13868 13868 ADMINISTRATIVE FEES 109942 109942 CONSULTING SERVICES 36000 36000 CUSTODY FEES 3035 3035 PRINTING 547 547 1005044 789270 201906 13868 0 0 1159906 314955 0 0 190243 184966 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11062281 12975023 0 0 0 0 0 0 0 0 12412430 13474944 3907 3796 79000 13500 0 0 0 0 0 0 0 0 0 0 0 0 82907 17296 X 12139279 13272682 190244 184966 12329523 13457648 12412430 13474944 X -45333 1178735 -5277 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 22 400634 540000 3330257 1 1 12316697 460731 1570945 789270 109869 13449234 14308276 1175678 -2159597 874138 133522 12316697 12956415 606217 1892220 987647 158929 14308276 12073253 450428 1595827 1050427 112666 12956415 9832746 1321143 1585201 570779 95058 12073253 1.00000 0 0 0 X PART V, LINE 4: THE 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 OR FOUNDATION'S BOARD OF DIRECTORS UP TO A MINIMUM BALANCE. CERTAIN DONOR FUNDS SUCH AS DEFERRED ASSETS HAVE TIMING RESTRICTIONS AND CANNOT BE ACCESSED UNTIL CERTAIN EVENTS OCCUR. 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 ADDICTION RESOURCE COUNCIL INC N27W23960 PAUL RD STE 5 PEWAUKEE WI 530726327 391174092 501(C)(3) 6000 0 WAKE UP CALL AODA PREVENTION EDUCATION ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DR PO BOX 070912 ST FRANCIS WI 532350912 390807221 501(C)(3) 25000 0 THE LOVE ONE ANOTHER CAMPAIGN BEST BUDDIES 10425 W NORTH AVE STE 340 MILWAUKEE WI 532262416 521614576 501(C)(3) 14000 0 BEST BUDDIES SCHOOL FRIENDSHIP PROJECT BLESSINGS IN A BACKPACK 4121 SHELBYVILLE RD LOUISVILLE KY 402073205 261964620 501(C)(3) 22000 0 BLESSINGS IN A BACKPACK WAUKESHA COUNTY, SPECIFICALLY THE OCONOMOWOC SCHOOL DISTRICT BOY SCOUTS OF AMERICA-POTAWATOMI COUNCIL 804 BLUEMOUND RD WAUKESHA WI 531881698 390806342 501(C)(3) 87600 0 2023 GOLF SPONSORSHIP CITY OF OCONOMOWOC 174 E WISCONSIN AVE OCONOMOWOC WI 530663034 396005555 GOVERNMENT 11000 0 OZ PLAZA YELLOW BRICK ROAD CONNECTION FAMILY PROMISE OF WAUKESHA COUNTY INC P O BOX 66 WAUKESHA WI 531870066 455502675 501(C)(3) 15000 0 UNRESTRICTED USE FOLDS OF HONOR FOUNDATION MINNESOTA 229 MINNETONKA AVE S PO BOX 723 WAYZATA MN 55391 465531485 501(C)(3) 40930 0 DESSERT SPONSOR GALS ON THE GO PROJECT C/O GALS INSTITUTE LLC 394 WILLIAMSTOWNE STE 101 DELAFIELD WI 530182322 821404715 501(C)(3) 6000 0 LEADERSHIP IN OCONOMOWOC MIDDLE SCHOOLS GLACIAL COMMUNITY YMCA 1750 E VALLEY RD OCONOMOWOC WI 530664851 390806378 501(C)(3) 9372 0 THE ANNUAL CAMPAIGN HAUS OF PEACE 810 S 7TH ST WATERTOWN WI 53094 384028860 501(C)(3) 7000 0 UNRESTRICTED USE JOURNEY 21 LLC 1671 OLD SCHOOL HOUSE RD OCONOMOWOC WI 530661319 844727592 501(C)(3) 7500 0 JOURNEY21 PROGRAMS AND OUTINGS LAKE AREA FREE CLINIC 856 ARMOUR RD STE B OCONOMOWOC WI 530663976 392006388 501(C)(3) 43874 0 CLIENT SUPPORT LAKE COUNTRY FOUNDATION INC PO BOX 406 HARTLAND WI 53029 391527923 501(C)(3) 7000 0 THE FOOD PANTRY YULE FEED PROGRAM LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE 10427 W LINCOLN AVE STE 1300 WEST ALLIS WI 532271263 390889672 501(C)(3) 10020 0 THE STUDENT SUPPORT GIFT MILWAUKEE TORRENT COMMUNITY FOUNDATION INC 1340 MAMEROW LN E OCONOMOWOC WI 53066 475363386 501(C)(3) 10000 0 UNRESTRICTED USE MOONLIT MOVIES LTD P O BOX 841 329 E PLEASANT ST OCONOMOWOC WI 530660841 208947086 501(C)(3) 10000 0 MOONLIT MOVIES CELEBRATES OCONOMOWOC OASIS PROJECT INCORPORATED P O BOX 27 WALES WI 53183 812445074 501(C)(3) 7500 0 BRIDGING THE PANDEMIC LEARNING GAPS FOR AT-RISK CHILDREN OCONOMOWOC AREA SENIOR CENTER 210 MAIN ST OCONOMOWOC WI 530663683 391631929 501(C)(3) 18000 0 VOLUNTEER WORK AREA UPDATE/MEMBER SOCIAL SUPPORT OCONOMOWOC COMMUNITY THEATRE PO BOX 582 OCONOMOWOC WI 53066 922523642 501(C)(3) 10000 0 UNRESTRICTED USE OCONOMOWOC FOOD PANTRY INC PO BOX 832 OCONOMOWOC WI 53066 391480509 501(C)(3) 8000 0 UNRESTRICTED USE OCONOMOWOC SCHOLARSHIP FUND P O BOX 824 OCONOMOWOC WI 530660824 396076192 501(C)(3) 22000 0 BERTRAND SCHOLARSHIP OCONOMOWOC SILVER STREAK INC P O BOX 561 OCONOMOWOC WI 530660561 391701930 501(C)(3) 17872 0 NEWER USED VEHICLE PURCHASE OUR SAVIOR'S LUTHERAN CHURCH 145 E LISBON RD OCONOMOWOC WI 53066 390990352 501(C)(3) 14458 0 2024 DONATION FOR SUSTAINING SUPPORT SHRINERS HOSPITALS FOR CHILDREN - CHICAGO 2211 N OAK PARK AVE CHICAGO IL 60707 362193608 501(C)(3) 6000 0 UNRESTRICTED USE SOCIETY OF ST VINCENT DE PAUL- ST JEROME CONFERENCE 995 S SILVER LAKE ST OCONOMOWOC WI 53066 900394268 501(C)(3) 10000 0 SUPPORT FOR OPERATING EXPENSE DUE TO HIGHER RENT, UTILITY AND AUTO REPAIR COSTS ST CATHERINE'S OF ALEXANDRIA CHURCH W359N8512 BROWN ST OCONOMOWOC WI 530667000 396086746 501(C)(3) 10000 0 UNRESTRICTED USE ST JEROME CATHOLIC PARISH 995 S SILVER LAKE ST OCONOMOWOC WI 53066 390819999 501(C)(3) 25000 0 THE HIRING A MARKETING PERSON FOR THE SCHOOL AND FUND RAISING ST MARCUS LUTHERAN CHURCH 2215 N PALMER ST MILWAUKEE WI 532123242 390850377 501(C)(3) 6000 0 THE SCHOOL MATCH CAMPAIGN SUMMIT EDUCATIONAL ASSOCIATION P O BOX 133 2201 S 7TH ST FL 2 MILWAUKEE WI 532010133 391763179 501(C)(3) 20700 0 UNRESTRICTED USE THE WOMEN'S CENTER INC 505 N EAST AVE WAUKESHA WI 53186 391269698 501(C)(3) 8500 0 GENERAL OPERATING SUPPORT FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE THIRST4JESUS INC 1260 BROWN ST OCONOMOWOC WI 530660006 301158749 501(C)(3) 9000 0 UNRESTRICTED USE TOWN OF ASHIPPUN PO BOX 206 ASHIPPUN WI 53003 396005781 GOVERNMENT 6000 0 THE FIRE DEPARTMENT WHITE STONE COMMUNITY CHURCH 2517 N DOUSMAN RD OCONOMOWOC WI 53066 391677900 501(C)(3) 35000 0 THE BUILDING FUND WOMEN'S CARE CENTER INC 1441 N FARWELL AVE MILWAUKEE WI 532022903 351609945 501(C)(3) 15000 0 UNRESTRICTED USE ZACHARIAH'S ACRES INC 16575 PATRICIA LN BROOKFIELD WI 530055523 452213437 501(C)(3) 14000 0 RESPITE FOR MOMS WHO HAVE CHILDREN W/ SPECIAL NEEDS 36 0 PART I, LINE 2: THE DIRECTORS OF THE OCONOMOWOC 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 324970 0 0 0 0 0 38696 0 19052 0 382718 0 0 KEN ROBERTSON ASSISTANT TREASURER 0 201605 0 0 0 0 0 18720 0 10523 0 230848 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED FOR REVIEW TO 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 QUESTIONARIES 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. FORM 990, PART XI, LINE 9: CHANGES IN DEFERRED ASSET VALUE -5,277. GREATER MILWAUKEE FOUNDATION INC 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 396036407 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 8 0 HONKAMP FAMILY FOUNDATION 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 391948390 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 12A, I GREATER MILWAUKEE FOUNDATION INC 0 STRATTEC FOUNDATION INC 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 391890894 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 12A, I GREATER MILWAUKEE FOUNDATION INC 0 WEST BEND COMMUNITY FOUNDATION INC 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 391971548 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 12A, I GREATER MILWAUKEE FOUNDATION INC 0 HEPBURN BOOTSTRAP FOUNDATION INC 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 391983506 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 12A, I GREATER MILWAUKEE FOUNDATION INC 0 GREATER MILWAUKEE FOUNDATION HOLDINGS 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 200423761 ADMINISTRATION OR REAL PROPERTY FOR THE BENEFIT OF GREATER MILWAUKEE FDN WI 501(C)(3) LINE 12A, I GREATER MILWAUKEE FOUNDATION INC 0 GREATER CEDARBURG FOUNDATION INC 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 392008146 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 12A, I GREATER MILWAUKEE FOUNDATION INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0