2026-06-24T10:41:16-05:00 2025-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2025-01-01 396795665 ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST ZOOL 4142582333 10005 W BLUEMOUND RD MILWAUKEE WI 53226 BARRY SATTELL CHAIRMAN 4147080001 2026-06-23 1 CARRIE GINDT P00997435 4142717800 2026-06-23 2025 2025-03-06 01:10:19Z BARRY SATTELL 10005 W BLUEMOUND RD MILWAUKEE WI 53226 6392108 0 X N/A X 2007 WI TO PROVIDE SUPPORT & FUNDING FOR THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE 5 5 0 10 0 0 117655 83222 0 0 602870 948827 0 0 720525 1032049 299729 347443 0 0 0 0 0 0 0 68985 81573 368714 429016 351811 603033 12741147 14385299 0 0 12741147 14385299 TO PROVIDE SUPPORT & FUNDING FOR THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE & THE MILWAUKEE COUNTY ZOO. 0 0 347443 347443 TO PROVIDE SUPPORT & FUNDING FOR THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE & THE MILWAUKEE COUNTY ZOO. 347443 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 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 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 WI X JASON KOEHLER 4142582333 10005 W BLUE MOUND ROAD MILWAUKEE WI 53226 X MICHAEL GREBE TRUSTEE 2.00 X 0 0 0 KAREN PECK KATZ TRUSTEE 2.00 X 0 0 0 JOE FROHNA TRUSTEE 2.00 X 0 0 0 BARRY SATTELL CHAIRMAN 2.00 X X 0 0 0 DAVE STRELITZ TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 83222 83222 311480 311480 5997406 5360059 637347 637347 637347 1032049 948827 0 0 347443 347443 10400 10400 62301 62301 7800 7800 1072 1072 429016 347443 81573 0 100000 0 1185 2054 12628763 14296015 11199 87230 12741147 14385299 0 0 X 3488332 3968902 9252815 10416397 12741147 14385299 12741147 14385299 603033 1041119 0 X X 0 1 X 1 0 X X 1 ZOOLOGICAL SOCIETY OF MILWAUKEE 396795665 7 1 347443 0 1 347443 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 12247342 58222 1899620 262689 59553 13882942 11302592 117655 1163153 279900 56158 12247342 9570184 799997 1351208 361592 57205 11302592 8909916 346697 453531 125122 14838 9570184 10560532 378555 -1813543 186898 28730 8909916 0.28588 0.39219 0.32193 0 0 0 X 2010867 1041119 1041119 969748 62301 62301 1032049 366715 0 366715 62301 62301 429016 PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED TO PROVIDE SUPPORT AND FUNDING FOR THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE AND THE MILWAUKEE COUNTY ZOO. PART X, LINE 2: ZSMET IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED EXEMPT-FUNCTION INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. ZSMET DOES NOT CONSIDER ANY OF ITS SUPPORT AND REVENUES TO BE UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. ZSMET HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH GAAP. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF ZSMET EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. ZSMET RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS. 0 ZOOLOGICAL SOCIETY OF MILWAUKEE 10005 W BLUE MOUND ROAD MILWAUKEE WI 53226 396795665 501(C)(3) 347443 0 TO SUPPORT THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE 1 FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES MEET TO REVIEW AND APPROVE A DRAFT VERSION OF THE 990 PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES MUST DISCLOSE ALL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR ZOOLOGICAL SOCIETY OF MILWAUKEE 10005 W BLUE MOUND ROAD MILWAUKEE WI 53226 396795665 TO PROVIDE SUPPORT & FUNDING FOR THE ZOOLOGICAL SOCIETY OF MILWAUKEE WI 501(C)(3) 509(A)(1) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 ZOOLOGICAL SOCIETY OF MILWAUKEE B 347443 CASH ZOOLOGICAL SOCIETY OF MILWAUKEE O FMV ZOOLOGICAL SOCIETY OF MILWAUKEE N FMV ZOOLOGICAL SOCIETY OF MILWAUKEE P 81573 CASH