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← MILWAUKEE PUBLIC MUSEUM ENDOWMENT F UND

Form 990 for tax year 2023

Filed by MILWAUKEE PUBLIC MUSEUM ENDOWMENT F UND.

Totals

Total revenue
$4,471,069
Total expenses
$210,314
Contributions and grants received
$3,979,369
Grants paid
$81,234
Program service revenue
$0
Investment income
$491,700
Other revenue
$0
Total assets, end of year
$21,313,505
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$21,313,505
Program services expenses (Part IX)
$159,928
Management and general expenses
$50,386
Fundraising expenses
$0
Program service expenses (Part III)
$159,928

Program services were 76.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,979,369

  • 3 · Investment income

    total $365,260 · excluded $365,260

  • 7a · Gross sales of assets other than inventory

    securities $3,963,353

  • 7b · Less cost or other basis and sales expenses

    securities $3,836,913

  • 7c · Gain or loss

    securities $126,440

  • 7d · Net gain or loss

    total $126,440 · excluded $126,440

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $81,234 · program services $81,234

  • 11c · Fees: accounting

    total $3,465 · management and general $3,465

  • 11f · Fees: investment management

    total $46,921 · management and general $46,921

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $78,694 · program services $78,694

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $346,280 · end of year $385,955

  • 3 · Pledges and grants receivable

    beginning of year $4,972,789 · end of year $6,116,441

  • 11 · Investments: publicly traded securities

    beginning of year $9,751,484 · end of year $14,291,061

  • 15 · Other assets

    beginning of year $500,000 · end of year $520,048

  • 27 · Net assets without donor restrictions

    beginning of year $5,021,872 · end of year $7,992,422

  • 28 · Net assets with donor restrictions

    beginning of year $10,548,681 · end of year $13,321,083

Mission and programs · 2023

Mission

SUPPORTING THE CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE MILWAUKEE PUBLIC MUSEUM.

  • INCOME DERIVED FROM INVESTMENTS AND DONATIONS IS TO FURTHER THE MILWAUKEE PUBLIC MUSEUM ENDOWMENT FUNDS PURPOSE.

    Expenses $159,928 · Grants $81,234

As filed on the 2023 return.

Listed in Part VII

  • V Ross Read III

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Adam Peck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Anthony D Beadell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • F Robert Moebius

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Bloom

    TRUSTEE (START 11/2023)

    Total calculated
    $0
    Hours/week
    1

  • Robert Jansen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sara Walker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Tuttle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
17 February 2025
IRS schema version
2023v6.0
Source object
202510499349301101

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