2025-11-11T15:00:33-06:00 2024-12-31 135565207 KPMG LLP 350 NORTH 5TH ST STE 600 MINNEAPOLIS MN 55401 990 2024-01-01 391971548 WEST BEND COMMUNITY FOUNDATION INC C/O GREATER MILWAUKEE FOUNDATION INC WEST 4142725805 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 YELENA CHESTER ASSISTANT TREASURER 4142725805 2025-11-07 1 0 SOPHIE R KING P02233384 6123055000 2025-11-07 2024 2025-03-06 01:10:19Z CO GREATER MILWAUKEE FOUNDATION YELENA CHESTER 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 14932346 0 X N/A X 1999 WI SEE SCHEDULE O 10 10 0 0 0 0 6141000 3581462 0 0 1530849 1882684 0 0 7671849 5464146 4469433 4630686 0 0 0 0 0 0 0 446290 590768 4915723 5221454 2756126 242692 75283978 83417967 1432193 1463250 73851785 81954717 X SEE SCHEDULE O 0 0 4630686 4630686 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". 4630686 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 INC 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 (END 6/24) 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 PRESIDENT 1.00 0.00 X X 0 0 0 CHARLES O'MEARA VICE PRESIDENT 1.00 0.00 X 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 SECRETARY 1.00 0.00 X X 0 0 0 AMANDA N SACKS DIRECTOR (START 6/24) 1.00 0.00 X 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY (END 8/24) 1.00 39.00 X 0 280968 61114 KEN ROBERTSON ASSISTANT TREASURER (END 8/24) 1.00 39.00 X 0 176226 23523 GREGORY WESLEY ASSISTANT SECRETARY (START 8/24) 1.00 39.00 X 0 223168 0 YELENA CHESTER ASSISTANT TREASURER (START 8/24) 1.00 39.00 X 0 130942 39382 0 811304 124019 0 0 1 0 0 155000 3426462 486000 3581462 371457 371457 10979427 9468200 1511227 1511227 1511227 5464146 0 0 1882684 4630686 4630686 150141 150141 1182 1182 5000 5000 2000 2000 ADMIN FEES 416805 416805 CUSTODIAL FEES 15640 15640 5221454 4630686 590768 0 2208718 100000 73075260 83317967 75283978 83417967 298 2750 1431895 1460500 1432193 1463250 X 73851785 81954717 73851785 81954717 75283978 83417967 242692 7860240 0 X 0 1 X 1 0 X X 1 GREATER MILWAUKEE FOUNDATION INC 396036407 8 1 50000 0 1 50000 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 34 642143 3907200 65724533 1 1 73847664 3576462 9742712 4630686 582587 81953565 65249535 6141000 7268146 4469433 341584 73847664 77807516 4712448 -11563847 5310510 396072 65249535 65733995 4714401 11873442 3986880 527442 77807516 59378273 2712242 8013985 4066432 304073 65733995 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 ST MILWAUKEE WI 53212 391151791 501(C)(3) 23500 0 CHILD CARE PROVIDER RESOURCE ROOM ALL-IN MILWAUKEE 600 W VIRGINIA ST STE 100 MILWAUKEE WI 53204 832541054 501(C)(3) 80000 0 SUSTAINING SUPPORT AMERICAN RED CROSS OF WISCONSIN 2600 W WISCONSIN AVE MILWAUKEE WI 532331817 530196605 501(C)(3) 83040 0 THE WEST BEND REGION ARBOR DAY FOUNDATION 211 N 12TH ST LINCOLN NE 68508 237169265 501(C)(3) 20000 0 THE COMMUNITY EVENT IN GREEN BAY, WI BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY 103 S MAIN ST WEST BEND WI 530953353 391214215 501(C)(3) 87550 0 THE BCS PROJECT (DEC) BOYS & GIRLS CLUBS OF WASHINGTON COUNTY INC 925 N SILVERBROOK DR WEST BEND WI 530902487 391773689 501(C)(3) 140717 0 UNRESTRICTED USE BRYON RIESCH PARALYSIS FOUNDATION INC N14W23900 STONE RIDGE DR WAUKESHA WI 531881135 392016568 501(C)(3) 34900 0 SILVER CIRCLE DONATION REQUEST ON BEHALF OF R&R INSURANCE CASA GUADALUPE EDUCATION CENTER 419 ROOSEVELT DR WEST BEND WI 530901521 204483105 501(C)(3) 26500 0 UNRESTRICTED USE CATHOLIC CHARITIES OF MILWAUKEE P O BOX 070912 3501 S LAKE DR ST FRANCIS WI 532350912 390806321 501(C)(3) 38000 0 MENTAL HEALTH INITIATIVE - WASHINGTON COUNTY CEDAR LAKES CONSERVATION FOUNDATION PO BOX 347 WEST BEND WI 530950347 391284451 501(C)(3) 555500 0 FINAL MILE CHILDREN WITH HAIR LOSS 12776 DIXIE HWY SOUTH ROCKWOOD WI 481791001 383537982 501(C)(3) 10000 0 SPIRIT OF THE SILVER LINING CHIX 4 A CAUSE LTD 303 N MAIN ST STE C WEST BEND WI 530953382 830427085 501(C)(3) 7225 0 CHIX 4 A CAUSE OPERATING SUPPORT CITIZEN ADVOCACY OF WASHINGTON COUNTY INC P O BOX 582 WEST BEND WI 530950582 391456644 501(C)(3) 10250 0 UNRESTRICTED USE CITY CENTRO INC 120 N MAIN ST STE 120 WEST BEND WI 530953356 391672830 501(C)(3) 11500 0 2024 SUPPORT CITY OF WEST BEND 1115 S MAIN ST FL 3 WEST BEND WI 530954605 396005652 GOVERNMENT 198500 0 DOWNTOWN PLANTERS DENISON UNIVERSITY STUDENT ACCOUNTS 100 WEST COLLEGE ST GRANVILLE OH 430231100 314379459 501(C)(3) 7500 0 ZIEGLER FAMILY FOUNDATION FUND SCHOLARSHIP DONALD DRIVER FOUNDATION 1727 N PALMER ST MILWAUKEE WI 53212 760678602 501(C)(3) 5220 0 THE DONALD DRIVER DRIVEN TO ACHIEVE TABLE COMMITMENT DR JAMES E ALBRECHT FREE CLINIC INC P O BOX 632 WEST BEND WI 530900632 391839654 501(C)(3) 7038 0 SUSTAINING SUPPORT DRAKE UNIVERSITY 2507 UNIVERSITY AVE DES MOINES IA 503114516 420680460 501(C)(3) 12500 0 ZIEGLER FAMILY FOUNDATION FUND SCHOLARSHIP ELEVATE INC N169 W21005 MEADOW LN JACKSON WI 530378622 391256286 501(C)(3) 36000 0 UNRESTRICTED USE ENCHANTMENT INC P O BOX 1137 WEST BEND WI 530958637 452718787 501(C)(3) 15000 0 2024 ENCHANTMENT IN THE PARK HOLIDAY LIGHT SHOW & COMMUNITY EVENT EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 362518129 501(C)(3) 25750 0 THE OFFICER MATCHING PROGRAM ON BEHALF OF KELLY TIGHE FAMILY PROMISE OF WASHINGTON COUNTY 450 E WATER ST WEST BEND WI 530953502 270740203 501(C)(3) 147068 0 UNRESTRICTED USE FEEDING AMERICA EASTERN WISCONSIN 1700 W FOND DU LAC AVE MILWAUKEE WI 53205 391384593 501(C)(3) 51500 0 THE OFFICER MATCHING GIFT PROGRAM ON BEHALF OF ROB JACQUES FOR-M FOUNDATION PO BOX 125 SUSSEX WI 53089 844165560 501(C)(3) 10000 0 THE 2024 BRONZE ANNUAL COMMITMENT MKE TECH HUB COALITION FORWARD CAREERS INC 2607 N GRANDVIEW BLVD STE 140 WAUKESHA WI 531881690 391657328 501(C)(3) 81000 0 CHILDCARE ADVANCEMENT READINESS EMPLOYMENT INITIATIVE (CARE) FRIENDS INC P O BOX 117 WEST BEND WI 530950117 391308555 501(C)(3) 58000 0 EMERGENCY SHELTER SECURITY IMPROVEMENTS FRIENDS OF LAC LAWRANN CONSERVANCY P O BOX 755 WEST BEND WI 530950755 391814258 501(C)(3) 55500 0 THE NATURE PLAYGROUND PROJECT FRIENDS OF PLUM MEDIA INC 1418 W ST PAUL AVE MILWAUKEE WI 532332665 862588354 501(C)(3) 25000 0 JOHN MCGIVERN'S MAIN STREET-TOWN SQUARE FULL SHELF FOOD PANTRY INC 231 MUNICIPAL DR WEST BEND WI 530953507 391716270 501(C)(3) 29000 0 UNRESTRICTED USE GREATER MILWAUKEE COMMITTEE 247 FRESHWATER WAY SUITE 400 MILWAUKEE WI 53204 390749512 501(C)(3) 22995 0 DEREK TYUS 2023 GIFT GREATER MILWAUKEE FOUNDATION 2153 N DR MARTIN LUTHER KING JR DRIVE SUITE 4000 MILWAUKEE WI 53212 396036407 501(C)(3) 50000 0 UNRESTRICTED USE HABITAT FOR HUMANITY OF WASHINGTON AND DODGE COUNTIES 601 SCHOENHAAR DRIVE WEST BEND WI 53090 391908370 501(C)(3) 30600 0 2025 GALA FOUNDATIONAL HARVARD UNIVERSITY STUDENT FINANCIAL SERVICES 801 SMITH CAMPUS CENTER 1350 MASSACHUSE CAMBRIDGE MA 02138 042103580 501(C)(3) 7500 0 ZIEGLER FAMILY FOUNDATION FUND SCHOLARSHIP HISTORIC WEST BEND THEATRE INC 125 N MAIN ST P O BOX 401 WEST BEND WI 530950401 812527857 501(C)(3) 62000 0 UNRESTRICTED USE HOLY ANGELS CATHOLIC CHURCH AND SCHOOL 138 N 8TH AVE WEST BEND WI 53095 390826056 CHURCH 6250 0 RAISE THE ROOF FUND HONOURS INC 209 POLK ST SLINGER WI 530869234 391430131 501(C)(3) 5528 0 SUSTAINING SUPPORT INTERFAITH CAREGIVERS OF WASHINGTON CO 2374A W WASHINGTON ST WEST BEND WI 53095 020657722 501(C)(3) 45500 0 AN ANNUAL GIFT JOURNEY HOUSE INC 2110 W SCOTT ST MILWAUKEE WI 532042077 391203539 501(C)(3) 6000 0 GALA COMMITMENT AND CONTRIBUTION JUNIOR ACHIEVEMENT OF WISCONSIN INC 11111 W LIBERTY DR MILWAUKEE WI 532243641 390826295 501(C)(3) 10000 0 EMPOWERING YOUTH THROUGH FINANCIAL LITERACY & WORK READINESS KETTLE MORAINE SYMPHONY P O BOX 52 WEST BEND WI 530950052 391603631 501(C)(3) 21000 0 UNRESTRICTED USE KETTLE MORAINE YMCA 1111 W WASHINGTON ST WEST BEND WI 530952433 391175559 501(C)(3) 55250 0 UNRESTRICTED USE LAKESHORE COMMUNITY HEALTH CARE PO BOX 959 SHEBOYGAN WI 530820959 264321839 501(C)(3) 58000 0 PATIENT CARE IN WEST BEND LAKESHORE REGIONAL CHILD ADVOCACY CENTER INC 134 S FOSTER ST SAUKVILLE WI 530802005 371829968 501(C)(3) 17500 0 SUPPORT ON BEHALF OF MID-STATE INSURANCE LE MARS COMMUNITY DAYCARE CENTER 601 12TH ST SW LE MARS IA 51031 932763400 501(C)(3) 12500 0 SPIRIT OF THE SILVER LINING LIGHTKEEPER ACADEMY NFP 14263 W ARTHUR ST MANHATTAN IL 60442 932764999 SCHOOL 15000 0 SPIRIT OF THE SILVER LINING LIVING WORD LUTHERAN HIGH SCHOOL INCORPORATED 2230 LIVING WORD LN JACKSON WI 53037 391976575 501(C)(3) 32927 0 THE LICENSE TO GIVE GALA MADISON READING PROJECT 1337 GREENWAY CROSS SUITE 186 MADISON WI 53713 472077478 501(C)(3) 19600 0 FREE BOOK FAIRS MADISON SYMPHONY ORCHESTRA INC 222 W WASHINGTON AVE SUITE 460 MADISON WI 53703 390839707 501(C)(3) 11396 0 SYMPHONY AT SUNSET MARQUETTE UNIVERSITY PO BOX 1881 1250 W WISCONSIN AVE MILWAUKEE WI 532011881 390806251 501(C)(3) 5528 0 STUDENT SCHOLARSHIPS MEDICAL CENTER FOUNDATION OF HARTFORD 1032 E SUMNER ST HARTFORD WI 530271608 391375380 501(C)(3) 5528 0 SUSTAINING SUPPORT MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC 700 W STATE ST M66 MILWAUKEE WI 532331443 391341603 501(C)(3) 6469 0 SUSTAINING SUPPORT OF MILWAUKEE PBS MILWAUKEE REPERTORY THEATER INC 108 E WELLS ST MILWAUKEE WI 532023504 390946025 501(C)(3) 110350 0 UNRESTRICTED USE MORAINE PARK FOUNDATION 235 N NATIONAL AVE PO BOX 1940 FOND DU LAC WI 549361940 510188166 501(C)(3) 90400 0 2024 WEST BEND COMMUNITY FOUNDATION SPECIAL PROJECT GRANT - ECE FOCUS MUSEUM OF WISCONSIN ART 205 VETERANS AVE WEST BEND WI 53095 391017647 501(C)(3) 294644 0 UNRESTRICTED USE NAMI OF WASHINGTON COUNTY P O BOX 1074 WEST BEND WI 530958074 391950573 501(C)(3) 28000 0 UNRESTRICTED USE NEBRASKA HEALTH CARE FOUNDATION 1200 LIBRA DR STE 100 LINCOLN NE 68512 363573679 501(C)(3) 10000 0 2025 SAFE RESIDENT ASSISTANCE PROGRAM OREGON ATHLETIC BOOSTER CLUB 456 N PERRY PKWY OREGON WI 53575 800241765 501(C)(3) 20000 0 THE NEEDS OF STUDENTS/ATHLETES/COACHES OF THE OREGON SCHOOL DISTRICT OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO ST STE 100 OSHKOSH WI 549025894 392034571 501(C)(3) 41000 0 THE GREEN LAKE PLAYGROUND OZAUKEE WASHINGTON LAND TRUST 200 WISCONSIN ST P O BOX 917 WEST BEND WI 530950917 391741288 501(C)(3) 37500 0 SPECIAL MERGER PROJECT IN SUPPORT OF THE MILWAUKEE RIVER WATERSHED PLAYING FIELD INC 3910 MINERAL POINT RD MADISON WI 53705 474112110 501(C)(3) 100000 0 ECE SPACE RENOVATION RICHLAND HOSPITAL FOUNDATION 333 E 2ND ST RICHLAND CENTER WI 53581 391567249 501(C)(3) 10000 0 SPIRIT OF THE SILVER LINING RIDES AND REINS 4371 ARTHUR RD SLINGER WI 53086 391973639 501(C)(3) 24200 0 RIDES AND REINS CAPITAL SUPPORT RIVEREDGE NATURE CENTER INC PO BOX 26 NEWBURG WI 530600026 396108549 501(C)(3) 108250 0 HELP TO RENOVATE THE RIVEREDGE NATURE CENTER VIA A DONATION TO LEGACY CAPITAL CAMPAIGN. ROOTS AND BRANCHES 1115 S MAIN ST WEST BEND WI 530954605 391672115 501(C)(3) 12000 0 UNRESTRICTED USE SAN JOSE MIDDLE SCHOOL PTA 100 SUNSET PKWY NOVATO CA 94949 946174385 501(C)(3) 6000 0 THE FUNDRAISING EVENT SCHAUER ARTS AND ACTIVITIES CENTER INC 147 N RURAL ST HARTFORD WI 53027 391929222 501(C)(3) 34500 0 THE BCS PROJECT FEB-JUNE SEED OF HOPE CENTER 206 N 6TH AVE WEST BEND WI 530953307 391775712 501(C)(3) 16000 0 THE GENERAL FUND SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 530952118 391091440 501(C)(3) 12750 0 CFAC FUNDRAISER, ATTN: PAUL HADER ST FRANCES CABRINI CATHOLIC CHURCH 1025 S 7TH AVE WEST BEND WI 53095 390927292 CHURCH 20300 0 THE BUILDING FUND ST JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND INC 3200 PLEASANT VALLEY RD WEST BEND WI 530959274 390806302 501(C)(3) 11000 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 THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK RD PO BOX 26509 WAUWATOSA WI 532260509 390806261 501(C)(3) 5525 0 THE ARTHRITIS INSTITUTE THE THRESHOLD FOUNDATION INC 600 ROLFS AVE WEST BEND WI 530902637 391525008 501(C)(3) 9878 0 SUSTAINING SUPPORT THE THRESHOLD INC 600 ROLFS RD WEST BEND WI 53090 391102430 501(C)(3) 64900 0 THE GENERAL FUND THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE 223 WATERMAN BUILDING 85 S PROSPECT ST BURLINGTON VT 05405 030179440 501(C)(3) 7500 0 ZIEGLER FAMILY FOUNDATION FUND SCHOLARSHIP THE YOUTH AND FAMILY PROJECT INC 630 ELM ST WEST BEND WI 530953229 510149160 501(C)(3) 22000 0 UNRESTRICTED USE THRESHOLDS 4101 N RAVENSWOOD AVE CHICAGO IL 60613 362518901 501(C)(3) 10000 0 SPIRIT OF THE SILVER LINING UNITED PERFORMING ARTS FUND INC 301 W WISCONSIN AVE SUITE 600 MILWAUKEE WI 532032232 396100399 501(C)(3) 63500 0 WASHINGTON COUNTY PROGRAMMING UNITED WAY OF DANE COUNTY 2059 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 56500 0 THE DIRECTOR MATCHING GIFTS PROGRAM UNITED WAY OF WASHINGTON COUNTY PO BOX 304 WEST BEND WI 530950304 237281696 501(C)(3) 273886 0 THE OFFICER MATCHING PROGRAM ON BEHALF OF CHRIS ZWYGART UNIVERSITY OF ROCHESTER 330 MELIORA HALL PO BOX 270037 ROCHESTER NY 14627 160743209 501(C)(3) 7500 0 ZIEGLER FAMILY FOUNDATION FUND SCHOLARSHIP UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 537261490 390743975 501(C)(3) 21000 0 THE CARBONE CANCER CENTER UNIVERSITY OF WISCONSIN MADISON BURSAR OFFICE 333 EAST CAMPUS MALL 10501 MADISON WI 537151383 391805963 SCHOOL 97500 0 ZIEGLER FAMILY FOUNDATION FUND SCHOLARSHIP VOLUNTEER CENTER OF WASHINGTON COUNTY 303 WATER ST B WEST BEND WI 530953501 391444248 501(C)(3) 25700 0 TASTE & LEARN - COMMUNITY RESOURCE SERIES WASHINGTON COUNTY 432 E WASHINGTON ST WEST BEND WI 53095 396005754 GOVERNMENT 42000 0 WASHINGTON COUNTY GOLF COURSE(S), COUNTY PARKS, AND COUNTY TRAIL SYSTEMS WASHINGTON COUNTY AGRICULTURAL AND INDUSTRIAL SOCIETY INC 3000 HWY PV WEST BEND WI 53095 391920543 501(C)(3) 6000 0 THE WASHINGTON COUNTY FAIR WASHINGTON COUNTY CHARITABLE FOUNDATION 320 S 5TH AVE ROOM 101 WEST BEND WI 530953619 391248660 501(C)(3) 7320 0 2024 SCHOLARSHIP SUPPORT WASHINGTON COUNTY FOSTER CLOSET 3018 E PROGRESS DR UNIT 1 WEST BEND WI 53095 861360819 501(C)(3) 7500 0 WASHINGTON COUNTY FOSTER CLOSET OPERATING EXPENSES WASHINGTON COUNTY HISTORICAL SOCIETY INC 320 S 5TH AVE WEST BEND WI 53095 396094332 501(C)(3) 40976 0 5-YEAR RECONNECT WASHINGTON COUNTY HUMANE SOCIETY 3650 HWY 60 SLINGER WI 530869309 237009054 501(C)(3) 69094 0 UNRESTRICTED USE 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 WEST BEND BASEBALL ASSOCIATION P O BOX 575 5517 OVERLOOK CIRCLE WEST BEND WI 530950575 743068447 501(C)(3) 30000 0 THE BULL PENS WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC P O BOX 397 WEST BEND WI 530950397 396055248 501(C)(3) 77376 0 STUDENT SCHOLARSHIPS WEST BEND FRIENDS OF PARKS AND RECREATION 1115 S MAIN ST WEST BEND WI 530954605 830416447 501(C)(3) 23500 0 UNRESTRICTED USE WEST BEND FRIENDS OF SCULPTURE INC PO BOX 1134 WEST BEND WI 530951134 391680064 501(C)(3) 10000 0 2024 SCULPTURE PROJECTS WEST BEND PUBLIC SCHOOLS FOUNDATION INC PO BOX 1112 WEST BEND WI 530958612 260414037 501(C)(3) 13400 0 THE 8TH ANNUAL GOLF OUTING FUNDRAISER WOLF RIDGE ENVIRONMENTAL LEARNING CENTER 6282 CRANBERRY RD FINLAND MN 55603 411251705 501(C)(3) 10000 0 SPIRIT OF THE SILVER LINING ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 10005 W BLUEMOUND RD WAUWATOSA WI 532264346 396077242 501(C)(3) 21011 0 RENEWAL TAX DEDUCTIBLE PORTION 99 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 (END 8/24) 0 280968 0 0 0 0 0 46760 0 14354 0 342082 0 0 GREGORY WESLEY ASSISTANT SECRETARY (START 8/24) 0 223168 0 0 0 0 0 0 0 0 0 223168 0 0 KEN ROBERTSON ASSISTANT TREASURER (END 8/24) 0 176226 0 0 0 0 0 15606 0 7917 0 199749 0 0 YELENA CHESTER ASSISTANT TREASURER (START 8/24) 0 130942 0 0 0 0 0 11713 0 27669 0 170324 0 0 X 2 486000 MARKET VALUE 0 0 1 0 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 CREAM CITY FOUNDATION 2153 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 391416063 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 12A, I GREATER MILWAUKEE FOUNDATION INC 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0