2025-11-17T11:29:35-06:00 2024-12-31 FOLEY & LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 990 2024-01-01 396040438 FROEDTERT MEMORIAL LUTHERAN HOSPITAL TRUST % GEORGE A DIONISOPOULOS FROE 4142975734 FOLEY LARDNER 777 E WISCONSIN AVE MILWAUKEE WI 532025306 GEORGE DIONISOPOULOS TRUSTEE 4142975750 2025-11-12 true true JASON J KOHOUT P01397759 4142712400 2025-11-12 2024 2025-03-06 01:10:19Z GEORGE A DIONISOPOULOS 777 E WISCONSIN AVENUE MILWAUKEE WI 53202 112258513 false X N/A X 1962 WI TO SUPPORT FROEDTERT MEMORIAL LUTHERAN HOSPITAL. 4 4 0 22960 3560 5036 0 0 0 5790119 21817171 0 0 5795155 21817171 5000000 5000000 0 0 247500 220000 0 0 0 585320 555218 5832820 5775218 -37665 16041953 89493339 105514215 0 0 89493339 105514215 X TO SUPPORT FROEDTERT MEMORIAL LUTHERAN HOSPITAL. false false 5110000 5000000 PROVIDED FUNDS TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., 9200 W. WISCONSIN AVENUE, MILWAUKEE, WI 53226, AND ADMINISTRATIVE EXPENSES PAID TO ACCOMPLISH EXEMPT PURPOSES OF SUPPORTED ORGANIZATION. . . 5110000 true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 5 0 0 true true false false false false false false false false false false false X 4 4 true false false false false false false true true false false true true true true true true true true false X GEORGE A DIONISOPOULOS 4142712400 C/O FOLEY LARDNER LLP 777 EWISC MILWAUKEE WI 532025306 X FOLEY LARDNER LLP INSTITUTIONAL ADMINISTRATOR 0.0 0.0 X 110000 0 0 THOMAS F SCHRADER TRUSTEE 1.0 1.0 X 55000 0 0 JOHAN SEGERDAHL TRUSTEE 1.0 1.0 X 55000 0 0 GEORGE A DIONISOPOULOS TRUSTEE 1.0 1.0 X 0 0 0 JASON J KOHOUT TRUSTEE 1.0 1.0 X 0 0 0 220000 0 0 1 false false false FOLEY LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 SEE SCHEDULE O 143220 1 0 0 2780483 107 2780376 0 0 0 0 0 107903968 1574062 90441342 17462626 1574062 19036688 22853 19013835 0 0 0 0 0 0 0 0 0 0 21817171 22960 21794211 5000000 5000000 0 0 0 220000 110000 110000 0 0 0 0 0 0 143220 143220 0 0 0 227453 227453 0 0 0 0 0 0 0 0 0 0 0 0 0 PORTFOLIO DEDUCTIONS FROM 0 PASS-THROUGH ENTITIES 120907 120907 FOREIGN TAXES WITHHELD 63488 63488 FORM 990-T TAX 150 150 5775218 5110000 665218 0 X 0 0 869714 7191429 0 0 64776 14472 0 0 0 0 0 0 0 0 0 0 0 0 25168989 20130713 63389860 78177601 0 0 0 0 0 0 89493339 105514215 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 89493339 105514215 0 0 0 0 89493339 105514215 89493339 105514215 X 16041953 -21077 X false false false X X 1 FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC 396105970 3 true 5000000 0 1 5000000 true false false false false false false false false false false false false false false true false false X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART IV, SECTION D - LINE 2 The Trustees of the Trust regularly meet with the Hospital to discuss how best to use the trust's support. The Hospital proposes several projects for consideration by the trustees, and provides insight and information on the hospital's operations, strategic plans, and funding needs. IN addition, the trust provides the hospital with the annual notification and accounting statement. SCHEDULE A, PART V, LINE 1 The Trust satisfies the alternate integral part test for a qualifying trust in existence as of November 20, 1970 as provided for in Reg. 1.509(a)-4(i)(9). The Trust meets this alternate integral part test, as follows: (i) all of the Trust's unexpired interests are devoted to the Froedtert Memorial Lutheran Hospital (the supported organization) and estate of Kurt R. Froedtert was entitled to a deduction under section 2055 (or its predecessor); (ii) the Trust was funded during the administration of Mr. Froedtert's estate, who died in 1951. The Trust later received the remainder of the Trust created under his will for the benefit of his daughter that terminated at her death. No other contributions have been made to the trust; (iii) the Trust's governing instrument designates the hospital as the Beneficiary of the Trust's income and the trustees have consistently treated the Hospital as the sole beneficiary of any income and principal distributions; (iv) the trustees have consistently paid the Trust's income to the Hospital; and (v) none of the trustees are disqualified persons. SEE ATTACHED SCHEDULE. 78177601 C 78177601 true FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE WI 53226 396105970 501(c)(3) 5000000 N/A N/A GROUNDBREAKING TRANSLATIONAL RESEARCH AND INVESTING IN WORKFORCE DEVELOPMENT 1 PART I, LINE 2 The trustees maintain a continuous working relationship with the President and other senior officers of the Hospital. Specifically, the trustees hold periodic meetings with the President and other senior officers of the Hospital to review the administration of the Trust and the needs of the Hospital, receive an annual report from the Hospital on prior support from the Trust to the Hospital, and receive quarterly reports from the Hospital regarding the status of the Hospital. FORM 990, PART VI, SECTION A, GOVERNING BODY AND MANAGEMENT LINE 8B - THE TRUST HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, POLICIES LINE 11 - BEFORE THE TAX RETURN IS FILED, A COPY IS SENT TO ALL TRUSTEES WITH A REQUEST FOR QUESTIONS OR COMMENTS. LINE 12 c - ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE MEETINGS OF THE TRUSTEES. TRUSTEES MUST PROVIDE AN ANNUAL DISCLOSURE STATEMENT. LINES 15A AND 15B - The trustees reviewed and rely on a compensation study prepared by Mercer, Inc. to determine compensation of the trustees; said compensation was reviewed by the trustees and recorded in the minutes. FORM 990, PART VI, SECTION C, DISCLOSURE LINE 19 - COPIES OF THE FROEDTERT TRUST'S FORM 990s ARE MAINTAINED AT THE MILWAUKEE OFFICE OF FOLEY & LARDNER LLP. IF AN INDIVIDUAL WERE TO REQUEST A COPY OF THE TRUST'S FORM 990 IN WRITING OR IN PERSON AT THE OFFICES OF FOLEY & LARDNER LLP (WHICH IS LISTED AS THE ADDRESS OF THE FROEDTERT TRUST ON ITS RETURN), SOMEONE ACTING UNDER THE DIRECTION OF A TRUSTEE WOULD MAKE THE TRUST'S FORM 990 AVAILABLE FOR INSPECTION IN THE ALLOTTED TIME AS REQUIRED UNDER IRC 6104 AND CORRESPONDING REGULATIONS. ALSO, THE TRUST'S FORM 990 IS POSTED ON GUIDESTAR. FORM 990, PART VII, SECTION A, LINE 1a(5), COMPENSATION OF TRUSTEES FOLEY & LARDNER LLP - REPORTABLE COMPENSATION OF $137,500 INCLUDES TRUSTEE FEES FOR GEORGE A DIONISOPOULOS AND JASON J KOHOUT WHICH ARE REQUIRED TO BE TURNED OVER TO FOLEY & LARDNER LLP. FORM 990, PART VII - COMP OF FIVE HIGHEST PAID IND. CONTRACTORS DESCRIPTION OF SERVICES: ACCOUNTING, LEGAL, TAX RETURN PREPARATION, GENERAL ADMINISTRATION. FORM 990 PART XI, LINE 9, OTHER CHANGES IN NET ASSETS OR FUND BALANCE BOOK TO TAX COST ADJUSTMENTS (21,064) NONDEDUCTIBLE EXPENSES (13) ---------- TOTAL CHANGES (21,077) FORM 990, PART VI, SECTION A, LINE 2 GEORGE A. DIONISOPOULOS AND JASON J KOHOUT ARE PARTNERS AT FOLEY & LARDNER LLP. FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVENUE MILWAUKEE WI 53226 396105970 HOSPITAL WI 501(c)(3) 3 NA false false true false false false false false false false false false false false false false false false false FROEDTERT MEMORIAL LUTHERAN HOSPITAL b 5000000 CASH