2024-01-16T10:42:12-06:00 2023-02-28 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2022-03-01 200375310 THE CHARLES E KUBLY FOUNDATION INC CHAR 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 KRISTINA RICK EXECUTIVE DIRECTOR 4144779959 2024-01-16 1 KRISTINA RICK 999009999 1 KATY L SOMMER P00273273 4142711451 2024-01-16 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA LUNDEEN 1341 W MEQUON ROAD 220 MEQUON WI 53092 530824 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 553005 488443 0 0 32603 17846 -2167 -41290 583441 464999 248807 342052 0 0 63001 70914 0 0 22390 82004 57406 393812 470372 189629 -5373 1647046 1554321 49061 52335 1597985 1501986 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 377618 342052 THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2022, $342,052 WAS DISTRIBUTED TO 31 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. 377618 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 1 0 0 0 0 0 0 0 0 1 10 0 1 1 1 0 0 0 0 0 1 1 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 LORI KILIAN VICE PRESIDENT 1.00 X X 0 0 0 LAURA KOPPA 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 DAN BIRD 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 JACK ANICK DIRECTOR 1.00 X 0 0 0 KRISTINA RICK EXECUTIVE DIRECTOR 30.00 X 66300 0 0 66300 0 0 0 0 0 0 0 253161 235282 28074 488443 17846 17846 24535 253161 65825 -41290 -41290 464999 0 0 -23444 342052 342052 66524 14631 37262 14631 4390 966 2458 966 11025 11025 8970 8970 4682 4682 7413 7413 6148 6148 1549 1549 9600 2111 5378 2111 4 4 276 276 1369 1369 BANK AND CREDIT CARD FE 2825 2825 MEMBERSHIP DUES 1368 1368 SUBSCRIPTIONS 1100 1100 OTHER EXPENSE 1077 1077 470372 377618 70364 22390 64745 13294 1577589 611503 2500 4712 4450 922574 1647046 1554321 5775 2035 40600 50300 2686 0 49061 52335 X 1597985 1501986 1597985 1501986 1647046 1554321 -5373 -90626 0 X X 0 1 X 1 0 X 1038284 658355 379062 535005 488443 3099149 103706 34506 1215 54522 24535 218484 1141990 692861 380277 589527 512978 3317633 73466 146723 66175 54177 95060 435601 0 73466 146723 66175 54177 95060 435601 2882032 920 1565 1369 29078 17846 50778 920 1565 1369 29078 17846 50778 1142910 694426 381646 618605 530824 3368411 0.85560 0.87200 0.01510 0.00970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1004584 600 -82610 922574 983528 24525 -3469 1004584 939197 43450 881 983528 730358 208010 829 939197 730358 730358 1.00000 0 0 0 X 365403 -90626 -90626 456029 8970 8970 464999 461402 0 461402 8970 8970 470372 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 28, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. BEYOND THE BLUES 240750 226950 13800 25990 2100 22126 CHARLIE'S NIGHT 7729 5323 2406 3603 1 29217 20888 8329 12006 277696 253161 24535 25990 2100 37735 65825 -41290 1 BOYS & GIRLS CLUBS OF GREATER MILWAUKEE 1558 NORTH 6TH STREET PO BOX 124 MILWAUKEE WI 53212 390806292 501(C)(3) 9250 0 PROGRAM SUPPORT CHRYSALIS 1342 DEWEY CT MADISON WI 53703 391343633 501(C)(3) 6500 0 PROGRAM SUPPORT FORGE INC PO BOX 1272 MILWAUKEE WI 53201 201795062 501(C)(3) 11640 0 PROGRAM SUPPORT GIVING VOICE TO MENTAL ILLNESS INC W345S10397 WAMBOLD RD MUKWONAGO WI 53149 821792906 501(C)(3) 25000 0 PROGRAM SUPPORT HOUSECALL WI 225 W CAPITOL DR SUITE 130 MILWAUKEE WI 53212 862200744 501(C)(3) 8000 0 PROGRAM SUPPORT INTERNATIONAL ASSOCIATION FOR HUMAN VALUES (IAHV) 2401 15TH STREET NW WASHINGTON DC 20009 522178069 501(C)(3) 50000 0 PROGRAM SUPPORT KIDS MATTER INC 1850 N MARTIN LUTHER KING DR 202 MILWAUKEE WI 53212 391988488 501(C)(3) 8000 0 PROGRAM SUPPORT LUTHERAN COUNSELING & FAMILY SERV OF WI 3800 N MAYFAIR RD WAUWATOSA WI 53222 390806171 501(C)(3) 15000 0 PROGRAM SUPPORT MEDICAL COLLEGE OF WI 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 390806261 501(C)(3) 10000 0 PROGRAM SUPPORT MENTAL HEALTH AMERICA OF WISCONSIN INC 3910 W LISBON AVE MILWAUKEE WI 53208 390827843 501(C)(3) 10000 0 PROGRAM SUPPORT MILWAUKEE INSTITUTE OF ART & DESIGN 273 EAST ERIE STREET MILWAUKEE WI 53202 391201561 501(C)(3) 10000 0 PROGRAM SUPPORT MILWAUKEE AREA TECHNICAL COLLEGE 700 WEST STATE STREET NO S214 MILWAUKEE WI 53233 391341603 501(C)(3) 8000 0 PROGRAM SUPPORT MOMENTIVE INC 1 CURIOSITY WAY SAN MATEO CA 94403 371581003 6300 0 PROGRAM SUPPORT NAMI RACINE COUNTY 2300 DEKOVEN AVE RACINE WI 53403 391341452 501(C)(3) 10000 0 PROGRAM SUPPORT NORTHLAKES COMMUNITY CLINIC 7665 US HWY 2 IRON RIVER WI 54847 352297925 501(C)(3) 8000 0 PROGRAM SUPPORT RADIO MILWAUKEE INC 220 E PITTSBURGH AVE MILWAUKEE WI 53204 201257939 501(C)(3) 10000 0 PROGRAM SUPPORT REDGEN INC 4230 N OAKLAND AVE STE 152 SHOREWOOD WI 53211 471932530 501(C)(3) 15000 0 PROGRAM SUPPORT SANCTUARY MENTAL HEALTH MINISTRIES PO BOX 20147 FAIRVIEW VANCOUVER BC CA 873735624 15000 0 PROGRAM SUPPORT SPARK MEDIA INC 1601 CONNECTICUT AVENUE NW WASHINGTON DC 20009 522003392 10000 0 PROGRAM SUPPORT STAYING ON TRACK INC 2962 N 51ST ST MILWAUKEE WI 53210 814523290 501(C)(3) 18000 0 PROGRAM SUPPORT THE FRIENDSHIP CIRCLE 8649 N PORT WASHINGTON RD FOX POINT WI 53217 391819245 501(C)(3) 10000 0 PROGRAM SUPPORT UWM FOUNDATION 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 237337744 501(C)(3) 23144 0 PROGRAM SUPPORT WISCONSIN LITERACY INC 211 S PATERSON ST 170 MADISON WI 53703 391628898 501(C)(3) 13088 0 PROGRAM SUPPORT 21 2 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. X 2 28074 FAIR MARKET VALUE 0 0 0 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: PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.