2024-11-13T11:55:39-06:00 2023-12-31 135565207 KPMG LLP 350 NORTH 5TH ST STE 600 MINNEAPOLIS MN 55401 990 2023-01-01 391971548 WEST BEND COMMUNITY FOUNDATION INC WEST 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 CO GREATER MILWAUKEE FOUNDAITON YELENA CHESTER 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 22105805 0 X N/A X 1999 WI SEE SCHEDULE O 10 10 0 0 0 0 4718148 6141000 0 0 1915342 1530849 0 0 6633490 7671849 5310510 4469433 0 0 0 0 0 0 0 674633 446290 5985143 4915723 648347 2756126 66429370 75283978 1174733 1432193 65254637 73851785 X SEE SCHEDULE O 0 0 4469433 4469433 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 LOCATORED PRIMARILY IN THE GREATER "WEST BEND, WISCONSIN AREA". 4469433 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 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 JON 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 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 ROB JOHNSON PRESIDENT (START 6/23) 1.00 0.00 X X 0 0 0 PETER ZIEGLER PRESIDENT (END 6/23) 1.00 0.00 X 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 6141000 280930 6141000 429394 429394 15535411 14433956 1101455 1101455 1101455 7671849 0 0 1530849 4469433 4469433 86882 86882 686 686 230 230 298 298 ADMIN FEES 341584 341584 CUSTODIAL FEES 16610 16610 4915723 4469433 446290 0 1138402 2208718 0 0 0 0 0 0 0 0 0 0 0 0 0 0 332 0 0 0 0 0 65290636 73075260 0 0 0 0 0 0 0 0 66429370 75283978 0 298 1174733 1431895 0 0 0 0 0 0 0 0 0 0 0 0 1174733 1432193 X 65254637 73851785 0 0 65254637 73851785 66429370 75283978 2756126 5841022 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 35 5448633 4116373 61695110 1 1 65249535 6141000 7268146 4469433 341584 73847664 77807516 4712448 -11563847 5310510 396072 65249535 65733995 4714401 11873442 3986880 527442 77807516 59378273 2712242 8013985 4066432 304073 65733995 53955885 3130497 7704713 4985492 427330 59378273 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 4C FOR CHILDREN 1736 N 2ND STREET MILWAUKEE WI 53212 391151791 501(C)(3) 11500 0 WEST BEND FRC FAMILY SUPPORT TRAININGS AMERICAN RED CROSS OF WISCONSIN 2600 W WISCONSIN AVE MILWAUKEE WI 532331817 530196605 501(C)(3) 27745 0 GRANT REQUEST FOR SOUND THE ALARM AND SICKLE CELL CAMPAIGNS ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DR PO BOX 070912 ST FRANCIS WI 532350912 390807221 501(C)(3) 50000 0 LOVE ONE ANOTHER-ST. PETER CONGREGATION BIG BROTHERS BIG SISTERS OF NORTHEAST INDIANA 1005 W RUDISILL BLVD FORT WAYNE IN 46807 351271943 501(C)(3) 10000 0 THE 2023 SPIRIT OF THE SILVER LINING BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY INC 103 S MAIN ST WEST BEND WI 530953353 391214215 501(C)(3) 47531 0 ANNUAL SUPPORT BLACK ARTS FEST MKE INC 638 N 18TH ST MILWAUKEE WI 53233 825378701 501(C)(3) 10000 0 2023 BLACK ARTS FEST BOYS & GIRLS CLUBS OF WASHINGTON COUNTY INC 925 N SILVERBROOK DR WEST BEND WI 530902487 391773689 501(C)(3) 72143 0 BOYS & GIRLS CLUB OF WASHINGTON COUNTY, INC. ANNUAL SUPPORT BRYON RIESCH PARALYSIS FOUNDATION INC N14W23900 STONE RIDGE DR WAUKESHA WI 531881135 392016568 501(C)(3) 45000 0 "2023 TRIVIA NIGHT SPONSORSHIP 2023 FASHION SHOW SPONSORSHIP" CASA GUADALUPE EDUCATION CENTER 419 ROOSEVELT DR WEST BEND WI 530901521 204483105 501(C)(3) 18500 0 ANNUAL OPERATING SUPPORT CATHOLIC CHARITIES OF MILWAUKEE P O BOX 070912 3501 S LAKE DR ST FRANCIS WI 532350912 390806321 501(C)(3) 35000 0 MENTAL HEALTH INITIATIVE - WASHINGTON COUNTY CEDAR LAKES CONSERVATION FOUNDATION P O BOX 347 WEST BEND WI 530950347 391284451 501(C)(3) 60250 0 2023 NATURE SERIES AND 2023 RACE FOR OPEN SPACE 5K/10K AND 1 MILES WALK CITY OF HARTFORD 109 N MAIN ST HARTLAND WI 530271582 396005463 GOVERNMENT 50000 0 THE CENTENNIAL PARK PROJECT CITY OF WEST BEND 1115 S MAIN ST FL 3 WEST BEND WI 530954605 396005652 GOVERNMENT 74500 0 2023 DOWNTOWN HOLIDAY DECORATIONS CLIFF HAGAN BOYS & GIRLS CLUB 3415 BUCKLAND SQ OWENSBORO KY 423015982 610663746 501(C)(3) 10000 0 THE 2023 SPIRIT OF THE SILVER LINING DR HOWARD FULLER COLLEGIATE ACADEMY 4030 NORTH 29TH STREET MILWAUKEE WI 53216 300322248 501(C)(3) 225000 0 COLLEGE ACCESSABILITY DR JAMES E ALBRECHT FREE CLINIC INC P O BOX 632 WEST BEND WI 530900632 391839654 501(C)(3) 87373 0 ENHANCING THE SAFETY NET OF CARE AT THE ALBRECHT FREE CLINIC DUBUQUE COMMUNITY Y 35 N BOOTH ST DUBUQUE IA 52001 420934471 501(C)(3) 10000 0 THE 2023 SPIRIT OF THE SILVER LINING ELEVATE INC N169 W21005 MEADOW LN JACKSON WI 530378622 391256286 501(C)(3) 20279 0 ELEVATE MY FRIENDS YOUTH ENCHANTMENT INC P O BOX 1137 WEST BEND WI 530958637 452718787 501(C)(3) 15000 0 2023 ENCHANTMENT IN THE PARK EVANGELICAL ALLIANCE MISSION PO BOX 969 WHEATONN IL 60187 362169146 501(C)(3) 11000 0 TEAM; THE KRONER MISSION EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 362518129 501(C)(3) 17800 0 2023 EVANS SCHOLAR DAY EVANSVILLE RESCUE MISSION 500 E WALNUT ST EVANSVILLE IN 47713 350942622 501(C)(3) 7500 0 THE 2023 SPIRIT OF THE SILVER LINING FAMILY PROMISE OF WASHINGTON COUNTY 450 E WATER ST WEST BEND WI 530953502 270740203 501(C)(3) 110698 0 GENERAL OPERATING CYCLE 1 2023 FEEDING AMERICA EASTERN WISCONSIN 1700 W FOND DU LAC AVENUE MILWAUKEE WI 53205 391384593 501(C)(3) 45000 0 HEALTHY FOOD ACCESS FIFTH AVENUE UNITED METHODIST CHURCH 323 S 5TH AVE WEST BEND WI 530953332 396082701 501(C)(3) 20000 0 SUSTAINING SUPPORT FOLDS OF HONOR - MOTOR CITY 329 KINGSWAY CANTON MI 48188 834371614 501(C)(3) 10000 0 THE 2023 SPIRIT OF THE SILVER LINING FRIENDS INC P O BOX 117 WEST BEND WI 530950117 391308555 501(C)(3) 20000 0 EMERGENCY SHELTER CAPITAL IMPROVEMENTS FRIENDS OF CUSD #5 PO BOX 282 MT OLIVE IL 62069 812820858 501(C)(3) 10000 0 THE 2023 SPIRIT OF THE SILVER LINING HABITAT FOR HUMANITY OF WASHINGTON AND DODGE COUNTIES 601 SCHOENHAAR DRIVE WEST BEND WI 53090 391908370 501(C)(3) 32500 0 HABITAT FOR HUMANITY OF WASHINGTON AND DODGE COUNTIES OPERATING SUPPORT 2023 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 990261283 501(C)(3) 7600 0 SUSTAINING SUPPORT HISTORIC WEST BEND THEATRE INC 125 N MAIN ST P O BOX 401 WEST BEND WI 530950401 812527857 501(C)(3) 61000 0 ANNUAL OPERATING SUPPORT HONOURS INC 209 POLK ST SLINGER WI 530869234 391430131 501(C)(3) 6328 0 UNRESTRICTED USE HOODNECK INC 2618 AVENUE N GALVESTON TX 77550 850725405 501(C)(3) 25000 0 UNRESTRICTED USE HOPE HAVEN AREA DEVELOPMENT CENTER 828 N 7TH S BURLINGTON IA 52601 421000580 501(C)(3) 7500 0 THE 2023 SPIRIT OF THE SILVER LINING INTERFAITH CAREGIVERS OF WASHINGTON CO P O BOX 1143 WEST BEND WI 530958643 020657722 501(C)(3) 29000 0 "HEALTHY AGING IN PLACE" SENIOR TRANSPORTATION JUNIOR ACHIEVEMENT OF WISCONSIN INC 11111 W LIBERTY DR MILWAUKEE WI 532243641 390826295 501(C)(3) 7500 0 JUNIOR ACHIEVEMENT OF WISCONSIN, INC. KETTLE MORAINE SYMPHONY P O BOX 52 WEST BEND WI 530950052 391603631 501(C)(3) 20000 0 2023 WEST BEND MUTUAL INSURANCE CCF ANNUAL SUPPORT KETTLE MORAINE YMCA 1111 W WASHINGTON ST WEST BEND WI 530952433 391175559 501(C)(3) 450000 0 ACCESSIBILITY AND SAFETY UPGRADES KETTLEBROOK CHURCH 2378 WEST WASHINGTON STREET WEST BEND WI 53095 202232021 501(C)(3) 11000 0 OPERATING SUPPOT LAKESHORE REGIONAL CHILD ADVOCACY CENTER INC 134 S FOSTER ST SAUKVILLE WI 530802005 371829968 501(C)(3) 10000 0 LRCAC ADVOCACY & MDT COORDINATION LEGACY NASHVILLE PO BOX 68230 NASHVILLE TN 37206 461844597 501(C)(3) 250000 0 LEGACY ACADEMY LIVING WORD LUTHERAN HIGH SCHOOL INCORPORATED 2230 LIVING WORD LN JACKSON WI 53037 391976575 501(C)(3) 131000 0 TEACHER EDUCATION LOMA VERDE FOUNDATION 399 ALAMEDA DE LA LOMA NOVATO CA 94949 814221015 501(C)(3) 6000 0 THE ANNUAL FUNDRAISER, DIRECTED BY THE VANDERMAUSE FAMILY MADISON SYMPHONY ORCHESTRA INC 222 W WASHINGTON AVE SUITE 460 MADISON WI 53703 390839707 501(C)(3) 11108 0 THE CONCERT ON THE GREEN GOLD COMMITMENT $3,608 AND $5,000 FOR THE FREE COMMUNITY CONCERT COMMITMENT MAKE-A-WISH FOUNDATION OF ARIZONA 901 N 78TH ST SCOTTSDALE AZ 85251 860409636 501(C)(3) 7500 0 THE 2023 SPIRIT OF THE SILVER LINING MARQUETTE UNIVERSITY PO BOX 1881 1250 W WISCONSIN AVENUE MILWAUKEE WI 532011881 390806251 501(C)(3) 30128 0 STUDENT SCHOLARSHIPS MEDICAL CENTER FOUNDATION OF HARTFORD 1032 E SUMNER ST HARTFORD WI 530271608 391375380 501(C)(3) 5128 0 UNRESTRICTED USE MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC 700 W STATE ST STE 214 MILWAUKEE WI 532331443 391341603 501(C)(3) 5331 0 SUSTAINING SUPPORT OF MILWAUKEE PBS MILWAUKEE REPERTORY THEATER INC 108 E WELLS ST MILWAUKEE WI 532023504 390946025 501(C)(3) 11100 0 THE 2023 CURTAIN CALL BALL CORPORATE TABLE COMMITMENT MORAINE PARK FOUNDATION INC 235 N NATIONAL AVE PO BOX 1940 FOND DU LAC WI 549361940 510188166 501(C)(3) 27400 0 2 CARL ZIEGLER SCHOLARSHIPS AT $4,500 MUSEUM OF WISCONSIN ART 205 VETERANS AVENUE WEST BEND WI 53095 391017647 501(C)(3) 251261 0 2023 ANNUAL OPERATING SUPPORT NAMI OF WASHINGTON COUNTY P O BOX 1074 WEST BEND WI 530958074 391950573 501(C)(3) 13000 0 MENTAL HEALTH SUPPORT PROGRAMS NAMI SOUTHEAST WISCONSIN INC 2717 N GRANDVIEW BLVD STE 205 WAUKESHA WI 531881660 391485627 501(C)(3) 7500 0 THE 2023 SPIRIT OF THE SILVER LINING NATIONAL FLAG DAY FOUNDATION PO BOX 55 WAUBEKA WI 53021 391809181 501(C)(3) 7500 0 THE 2023 FLAG DAY CELEBRATION NATIONAL MULTIPLE SCLEROSIS SOCIETY WISCONSIN CHAPTER 1120 JAMES DR STE A HARTLAND WI 530298379 135661935 501(C)(3) 6250 0 THE OFFICER MATCHING GIFT PROGRAM ON BEHALF OF CHAD FELTZ NEBRASKA HEALTH CARE FOUNDATION 1200 LIBRA DR STE 100 LINCOLN NE 68512 363573679 501(C)(3) 20495 0 SAFE RESIDENT ASSISTANCE PROGRAM OZAUKEE CHRISTIAN SCHOOL 1214 HIGHWAY 33 WEST BEND WI 53095 391664111 501(C)(3) 105000 0 THE LION LEGACY FUND OZAUKEE WASHINGTON LAND TRUST 200 WISCONSIN ST P O BOX 917 WEST BEND WI 530950917 391741288 501(C)(3) 12500 0 EMERGING PROFESSIONALS PROGRAM (PROGRAM) - CLIMATE RESILIENCY INITIATIVE (PROJECT) PAT CONNAUGHTON FOUNDATION 32 LISA LN GEORGETOWN MA 01833 812158451 501(C)(3) 8000 0 THE PAT CONNAUGHTON FDN. FUNDRAISER (7/17/23) SILVER SPONSORSHIP REHOPE 25713 S STATE ROUTE K HARRISONVILLE MO 64701 274837279 501(C)(3) 10000 0 THE 2023 SPIRIT OF THE SILVER LINING RENEW HOPE PO BOX 725 WYOMING MN 55092 821161462 501(C)(3) 10000 0 THE 2023 SPIRIT OF THE SILVER LINING RIVEREDGE NATURE CENTER INC P O BOX 26 NEWBURG WI 530600026 396108549 501(C)(3) 15000 0 RIVEREDGE: NATURE IS FOR EVERYONE, GENERAL OPERATING RONCALLI HIGH SCHOOL 2000 MIRRO DR MANITOWOC WI 54220 391046808 501(C)(3) 333333 0 THE CAPITAL CAMPAIGN ROOTS AND BRANCHES 1115 S MAIN ST WEST BEND WI 530954605 391672115 501(C)(3) 10900 0 UNRESTRICTED USE SCHAUER ARTS AND ACTIVITIES CENTER INC 147 N RURAL ST HARTFORD WI 53027 391929222 501(C)(3) 22800 0 BCS PROJECT (SEPT 2022 - MAY 2023) SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53718 391490691 501(C)(3) 10000 0 FARM TO FOODBANK INITIATIVE SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 530952118 391091440 501(C)(3) 25000 0 ACTIVE AND AGELESS: HEALTH & FITNESS PROGRAMS FOR SENIORS ST FRANCES CABRINI CATHOLIC CHURCH 1025 S 7TH AVE WEST BEND WI 53095 390927292 501(C)(3) 27000 0 SUSTAINING SUPPORT ST JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND INC 3200 PLEASANT VALLEY RD WEST BEND WI 530959274 390806302 501(C)(3) 16000 0 THE FROEDTERT WEST BEND HOSPITAL FOUNDATION ST PETER CONGREGATION 208 E WASHINGTON ST SLINGER WI 53086 390837264 501(C)(3) 20000 0 UNRESTRICTED USE SUNSHINE PLACE 18 RICKEL RD SUN PRAIRIE WI 53590 205398498 501(C)(3) 12500 0 THE 2023 SPIRIT OF THE SILVER LINING THE HOMETOWN FOUNDATION INC 8131 SOUTHVIEW CT WEST BEND WI 53090 833273010 501(C)(3) 10000 0 SUPPORT OF THE 2023 SEASON THE LUTHERAN HOME 7500 W NORTH AVE WAUWATOSA WI 532131797 390807205 501(C)(3) 7500 0 THE 2023 SPIRIT OF THE SILVER LINING THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK RD PO BOX 26509 WAUWATOSA WI 532260509 390806261 501(C)(3) 7625 0 THE ARTHRITIS INSTITUTE THE THRESHOLD INC 600 ROLFS RD WEST BEND WI 53090 391102430 501(C)(3) 61400 0 OPERATING SUPPORT UNITED PERFORMING ARTS FUND INC 301 W WISCONSIN AVE STE 600 MILWAUKEE WI 532032232 396100399 501(C)(3) 52500 0 UNRESTRICTED USE UNITED WAY OF DANE COUNTY 2059 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 52500 0 THE 2023 CAMPAIGN UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC UNITED WAY PLEDGE PROCESSING PO BOX 88988 MILWAUKEE WI 532888988 390806190 501(C)(3) 25000 0 THE R&R INSURANCE $50 MILLION CELEBRATION UNITED WAY OF WASHINGTON COUNTY PO BOX 304 WEST BEND WI 530950304 237281696 501(C)(3) 132604 0 IN SUPPORT OF ANNUAL CAMPAIGN PAYABLE IN OCTOBER UNIVERSITY OF WISCONSIN MADISON BURSAR OFFICE 333 EAST CAMPUS MALL 10501 MADISON WI 537151383 396006492 GOVERNMENT 48750 0 ZIEGLER FAMILY FOUNDATION FUND SCHOLARSHIP :: UNIVERSITY OF WISCONSIN MADISON BURSAR OFFICE VERSITI INC P O BOX 2178 MILWAUKEE WI 532012178 391372542 501(C)(3) 162500 0 VERSITI BLOOD RESEARCH INSTITUTE INVEST IN HOPE CAMPAIGN VILLAGE OF JACKSON N168W19851 MAIN ST JACKSON WI 53037 396021868 GOVERNMENT 25000 0 THE K-9 UNIT VOLUNTEER CENTER OF WASHINGTON COUNTY 303 WATER ST B WEST BEND WI 530953501 391444248 501(C)(3) 86700 0 GET CONNECTED PROGRAM WASHINGTON COUNTY 432 E WASHINGTON ST WEST BEND WI 53095 396005754 GOVERNMENT 5257 0 UNRESTRICTED USE WASHINGTON COUNTY HISTORICAL SOCIETY INC 320 S 5TH AVE WEST BEND WI 53095 396094332 501(C)(3) 9758 0 SUSTAINING SUPPORT WASHINGTON COUNTY HUMANE SOCIETY 3650 HWY 60 SLINGER WI 530869309 237009054 501(C)(3) 21978 0 WCHS PROGRAMMING SUPPORT WASHINGTON COUNTY YOUTH HOCKEY ASSOCIATION P O BOX 462 WEST BEND WI 530950462 391425430 501(C)(3) 20000 0 ANNUAL OPERATING SUPPORT FOR THE KETTLE MORAINE ICE CENTER AND THE WCYHA WAUKESHA COUNTY COMMUNITY FOUNDATION INC 2727 N GRANDVIEW BLVD STE 122 WAUKESHA WI 531886100 391969122 501(C)(3) 15000 0 THE PARADE MEMORIAL FUND WEST BEND BASEBALL ASSOCIATION P O BOX 575 5517 OVERLOOK CIRCLE WEST BEND WI 530950575 743068447 501(C)(3) 65000 0 LIGHTING AT CARL KUSS FIELD WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC P O BOX 397 WEST BEND WI 530950397 396055248 501(C)(3) 32108 0 THE 2022 AND 2023 SCHOLARSHIPS WEST BEND FRIENDS OF PARKS AND RECREATION 1115 S MAIN ST WEST BEND WI 530954605 830416447 501(C)(3) 7000 0 ANNUAL SUPPORT OF THE BIERGARTEN FESTIVAL WEST BEND FRIENDS OF SCULPTURE INC PO BOX 1134 WEST BEND WI 530951134 391680064 501(C)(3) 10500 0 2023 SCULPTURE PROJECTS WEST BEND HIGH SCHOOLS 1305 E DECORAH RD WEST BEND WI 530954313 396005127 GOVERNMENT 11250 0 ZIEGLER FAMILY FOUNDATION FUND SCHOLARSHIP :: WEST BEND HIGH SCHOOLS WEST BEND PUBLIC SCHOOLS FOUNDATION INC P O BOX 1112 WEST BEND WI 530958612 260414037 501(C)(3) 20000 0 2023 SUPPORT ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 10005 W BLUEMOUND RD WAUWATOSA WI 532264346 396077242 501(C)(3) 20000 0 THE 2023 ZOO BALL; SILVER CORP. TABLE AND ENTERTAINMENT 95 0 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 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 X 2 280930 MARKET VALUE 0 0 1 0 SCHEDULE M, PART I, COLUMN (B) WEST BEND COMMUNITY FOUNDATION, INC. IS REPORTING NUMBER OF CONTRIBUTIONS RATHER THAN NUMBER OF ITEMS RECEIVED . 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 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. 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 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 OCONOMOWOC AREA FOUNDATION INC 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 753266194 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0