2025-04-15T10:44:08-05:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 300595385 WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC WISC 6082646460 816 STATE ST MADISON WI 537061417 JULIE LUSSIER EXECUTIVE DIRECTOR 6082646460 2025-04-14 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2025-04-14 2023 2025-03-06 01:10:19Z JULIE LUSSIER 816 STATE ST MADISON WI 537061417 2840 0 X WISCONSINHISTORY.ORG/WHF X 2009 WI TO FURTHER THE TAX EXEMPT PURPOSES OF THE WISCONSIN HISTORICAL FOUNDATION, INC. OR THE STATE HISTORICAL SOCIETY OF WISCONSIN. 4 4 0 4 0 0 0 0 33895 2840 0 0 0 0 33895 2840 175069 0 0 0 0 0 0 0 0 13031 1862 188100 1862 -154205 978 500878 500856 1000 0 499878 500856 X THE WISCONSIN HISTORICAL REAL ESTATE FOUNDATION EXISTS TO SUPPORT THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY AND WISCONSIN HISTORICAL FOUNDATION AND PROMOTE THE PRESERVATION AND REUSE OF HISTORIC STRUCTURES IN WISCONSIN. 0 0 1862 0 2840 THE MISSION OF WHREFI IS TO PARTNER WITH THE PRIVATE SECTOR IN INNOVATIVE WAYS AND, THROUGH ITS ACTIVITIES, OFFER CREATIVE OPPORTUNITIES FOR INVESTMENT AND GENERATE NEW ASSETS AND REVENUE STREAMS FOR THE FOUNDATION. WHREFI MAY CHOOSE TO HOLD THESE INVESTMENTS IN ORDER TO GARNER FUTURE APPRECIATION. ASSET TYPES MAY INCLUDE EQUITIES, DEVELOPABLE PROPERTY, NET LEASE PROPERTY, AND COMMODITIES, ALTHOUGH IT HAS NO CURRENT SPECIFIC STRATEGIES SEEKING DONATIONS IN THESE AREAS. IN THE FUTURE, WHREFI MAY ALSO SEEK TO BECOME A RESOURCE FOR OWNERS, DEVELOPERS, INVESTORS, MUNICIPALITIES, AND HISTORIC PRESERVATIONISTS AS HISTORIC PROPERTIES ARE PRESERVED USING TAX CREDIT METHODOLOGY.THE WISCONSIN HISTORICAL REAL ESTATE FOUNDATION, INC. CURRENTLY HOLDS TITLE TO SIX PARCELS OF VACANT LAND. THE PROPERTIES ARE ADJACENT TO WADE HOUSE AND REED SCHOOL, BOTH WISCONSIN HISTORIC SITES. 1862 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X RYAN STUCKI 6082646590 816 STATE ST MADISON WI 537061417 JON BECK PRESIDENT 1.00 X X 0 0 0 DAVE WILDER VICE PRESIDENT/TREASURER 1.00 X X 0 0 0 JOE SHUMOW SECRETARY 1.00 X X 0 0 0 KENDALL BREUNIG DIRECTOR 1.00 X 0 0 0 JULIE LUSSIER EXECUTIVE DIRECTOR 1.00 39.00 X 0 176911 18972 0 176911 18972 0 0 1 0 0 SERVICE FEES 712120 2840 2840 2840 2840 2840 0 0 1337 1337 525 525 1862 1862 0 0 205739 205717 295139 295139 295139 500878 500856 1000 0 1000 0 X 499878 500856 499878 500856 500878 500856 978 0 X 0 1 X 1 0 X X 2 WISCONSIN HISTORICAL FOUNDATION INC 390921093 7 1 0 0 STATE HISTORICAL SOCIETY OF WISCONSIN 396006447 6 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 295139 295139 295139 0 0 0 0 0 0 0 0 0 JULIE LUSSIER EXECUTIVE DIRECTOR 0 176911 0 0 0 0 0 17680 0 1292 0 195883 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION IS ESTABLISHED BASED ON AN ANNUAL PERFORMANCE REVIEW GIVEN BY THE BOARD CHAIR OF WISCONSIN HISTORICAL FOUNDATION, INC.(WHF) BASED ON INPUT FROM WHF'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE MEMBER. THE SOLE MEMBER SHALL BE THE WISCONSIN HISTORICAL FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS SHALL ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C LL OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE REPORTED CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BODY DELEGATED POWERS. A DIRECTOR, OFFICER, OR EMPLOYEES WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. THE GOVERNING BODY OR DESIGNATED COMMITTEE CONDUCTS PERIODIC REVIEWS TO ENSURE THAT THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY, WISCONSIN HISTORICAL FOUNDATION INC 816 STATE STREET MADISON WI 537061417 390921093 TO BENEFIT STATE HISTORICAL SOCIETY OF WISCONSIN WI 501(C)(3) LINE 7 N/A 0 STATE HISTORICAL SOCIETY OF WISCONSIN 816 STATE STREET MADISON WI 537061417 396006447 SUPPORT THE WISCONSIN HISTORICAL FOUNDATION, INC. OR THE STATE HISTORICAL SO WI 501(C)(3) LINE 6 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0