This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $11,641,138 | $6,493,868 | $4,166,367 | $76,620,938 | $65,001,699 |
| FY2023 | 990 | $11,175,955 | $8,362,561 | $7,337,696 | $73,920,379 | $60,531,343 |
| FY2022 | 990 | $16,318,794 | $16,825,344 | $15,971,947 | $62,758,771 | $53,759,904 |
| FY2021 | 990 | $24,718,378 | $7,235,613 | $6,460,138 | $76,894,981 | $67,112,381 |
| FY2020 | 990 | $8,026,320 | $3,917,447 | $3,337,509 | $56,277,086 | $48,097,404 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 90% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| JOURNEY21 INCWAUKESHA, WI | SITE DEVELOPMENT FOR ENRICHMENT CENTER | $4,097,000 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Fred Stier | BOARD CHAIR | 2.00 | $0 |
| Stephanie Riesch-Knapp | VICE CHAIR | 1.00 | $0 |
| Ramona Thornton | TREASURER | 1.00 | $0 |
| Rick Verthein | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| REIMBURSEMENT FOR SPECIAL ASSESSMENTS |
| $2,234,520 |
| 2021 |
| WAUKESHA CIVIC THEATREWAUKESHA, WI | EXPANSION PROJECT BUILDING COSTS | $1,615,950 | 2023 |
| WAUKESHA CIVIC THEATREWAUKESHA, WI | CONSTRUCTION PROJECT | $1,402,400 | 2022 |
| JOURNEY21 INCOCONOMOWOC, WI | ENRICHMENT CENTER CONSTRUCTION COSTS | $624,000 | 2023 |
| MID CITY CORPORATIONBUTLER, WI | GENERAL | $513,118 | 2022 |
| STOWELL FAMILY SCHOLARSHIP FUNDWAUKESHA, WI | SCHOLARSHIPS | $448,000 | 2022 |
| WAYLAND ACADEMYBEAVER DAM, WI | GENERAL/OPERATING SUPPORT | $350,000 | 2021 |
| CHILDREN'S WISCONSIN FOUNDATIONMILWAUKEE, WI | SPONSORSHIP/GENERAL SUPPORT | $309,490 | 2021 |
| WOMEN AND GIRLS FUND OF WAUKEWAUKESHA, WI | GENERAL/OPERATING SUPPORT | $270,300 | 2021 |
| PROHEALTH CARE FOUNDATIONWAUKESHA, WI | SCHOLARSHIP,GENERAL SUPPORT | $268,400 | 2020 |
| MKE AIR AND WATER SHOW INCMILWAUKEE, WI | TITLE SPONSORSHIP | $266,500 | 2024 |
| POLISH HERITAGE ALLIANCE INCFRANKLIN, WI | FIRST INSTALLMENT OF RESTRICTED GRANT | $250,000 | 2023 |
| WAUKESHA CIVIC THEATREWAUKESHA, WI | GENERAL/OPERATING SUPPORT | $234,550 | 2021 |
| WAUKESHA FREE CLINICWAUKESHA, WI | GENERAL/OPERATING SUPPORT | $234,000 | 2020 |
| WAUKESHA PUBLIC LIBRARYWAUKESHA, WI | GENERAL | $231,912 | 2022 |
| CITY OF WAUKESHAWAUKESHA, WI | WAUKESHA NIGHT OUT | $205,000 | 2023 |
| LAD LAKE INCDOUSMAN, WI | GENERAL/OPERATING SUPPORT | $204,702 | 2021 |
| FRIENDS OF PLUM MEDIAMILWAUKEE, WI | SPONSORSHIP | $200,000 | 2021 |
| FRIENDS OF OCONOMOWOC PARKS AND TRAILS INCOCONOMOWOC, WI | JOHN AND LAVINIA ROCKWELL PARK | $200,000 | 2024 |
| MENOMONEE FALLS SCHOLARSHIP AND EDUCATION FOUNDATIONMENOMONEE FALLS, WI | SCHOLARSHIPS | $191,500 | 2022 |
| POLISH HERITAGE ALLIANCE INCFRANKLIN, WI | ANNUAL DISTRIBUTION | $177,384 | 2024 |
| COMMUNITY SMILES DENTALWAUKESHA, WI | GENERAL SUPPORT | $174,800 | 2024 |
| UNIVERSITY OF WISCONSIN FOUNDATIONMADISON, WI | GENERAL/OPERATING SUPPORT | $173,500 | 2020 |
| WOMEN AND GIRLS FUND OF WAUKESHA COUNTYWAUKESHA, WI | GRANT MAKING | $159,500 | 2022 |
| 1.00 |
| $0 |
| Ann Bartos Merkow | PAST CHAIR | 1.00 | $0 |
| Stacie Andritsch | DIRECTOR | 1.00 | $0 |
| Tim Beine | DIRECTOR | 1.00 | $0 |
| Curt Brewer | DIRECTOR | 1.00 | $0 |
| Marybeth Budisch | DIRECTOR | 1.00 | $0 |
| Jerry Flood | DIRECTOR | 1.00 | $0 |
| Julie Glynn | DIRECTOR | 1.00 | $0 |
| Eric Larson | DIRECTOR | 1.00 | $0 |
| Heidi Retzlaff | DIRECTOR | 1.00 | $0 |
| Amy Rislov | DIRECTOR | 1.00 | $0 |
| Anita Rodriguez Cordero | DIRECTOR | 1.00 | $0 |
| Matt Sauer | DIRECTOR | 1.00 | $0 |
| Victor Schultz | DIRECTOR | 1.00 | $0 |
| Sean Scullen | DIRECTOR | 1.00 | $0 |
| Jane Stromwall | DIRECTOR | 1.00 | $0 |
| Judie Taylor | DIRECTOR | 1.00 | $0 |
| Ann Tesmer | DIRECTOR | 1.00 | $0 |
| Jan Wade | DIRECTOR | 1.00 | $0 |
| Melissa Baxter | PRESIDENT | 40.00 | $157,580 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443169349302644
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202302859349301600
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202223159349306472
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202103159349302450
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201943109349302869
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201843199349303264
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201701919349300975
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.