2024-01-18T11:48:19-05:00 2023-03-31 873834167 LUCIDA ADVISORS LLC 20633 WATERTOWN COURT BROOKFIELD WI 53186 990 2022-04-01 391657657 WISCONSIN PRESERVATION FUND INC WISC 4142981000 1000 NORTH WATER STREET 17TH FLOOR MILWAUKEE WI 532020900 BRUCE T BLOCK PRES/TREAS 4142981000 2024-01-15 true BRUCE T BLOCK 999009999 true ALAN M SCHULMAN CPA P00037617 2628601724 2024-01-15 2022 2023-04-26 12:10:37Z BRUCE T BLOCK 1000 NORTH WATER STREET 1700 1000 NORTH WATER STREET 1700 MILWAUKEE WI 532020900 1818307 false X NA X 1989 WI TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES, REVERSE URBAN DETERIORATION, REVITALIZE URBAN AREAS AND PROMOTE AFFORDABLE HOUSING, THROUGH DIRECT OWNERSHIP AND DEVELOPMENT OF REAL ESTATE AND/OR PROVIDING LOANS AND GRANTS TO ENTITIES OR INDIVIDUALS WHO ARE FURTHERING THESE SAME INITIATIVES. 5 5 0 12 0 707143 1206529 302201 454292 27376 63851 0 1036720 1724672 0 0 0 0 0 863967 570041 863967 570041 172753 1154631 12189934 13051226 7720981 7546248 4468953 5504978 X TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES, REVERSE URBAN DETERIORATION, REVITALIZE URBAN AREAS AND PROMOTE AFFORDABLE HOUSING, THROUGH DIRECT OWNERSHIP AND DEVELOPMENT OF REAL ESTATE AND/OR PROVIDING LOANS AND GRANTS TO ENTITIES OR INDIVIDUALS WHO ARE FURTHERING THESE SAME INITIATIVES. false false 546549 454292 TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES, REVERSE URBAN DETERIORATION, REVITALIZE URBAN AREAS AND PROMOTE AFFORDABLE HOUSING, THROUGH DIRECT OWNERSHIP AND DEVELOPMENT OF REAL ESTATE AND/OR PROVIDING LOANS AND GRANTS TO ENTITIES OR INDIVIDUALS WHO ARE FURTHERING THOSE SAME INITIATIVES. TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES, REVERSE URBAN DETERIORATION, REVITALIZE URBAN AREAS AND PROMOTE AFFORDABLE HOUSING, THROUGH DIRECT OWNERSHIP AND DEVELOPMENT OF REAL ESTATE AND/OR PROVIDING LOANS AND GRANTS TO ENTITIES OR INDIVIDUALS WHO ARE FURTHERING THOSE SAME INITIATIVES. 546549 true true false false false 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 false false false false false true false false false false false false false false false true 1 0 0 false false false false false false false false X 5 5 true false false false false false false true true false false false false false false false false false WI X BRUCE T BLOCK 4142981000 1000 NORTH WATER STREET 1700 1000 NORTH WATER STREET 1700 MILWAUKEE WI 532020900 X BRUCE T BLOCK PRES/TREAS 5.00 X X 0 0 0 CHARLES I TRAINER VICE PRESIDE 1.00 X X 0 0 0 ELIZABETH J MEYER SECRETARY 1.00 X X 0 0 0 DAVID UIHLEIN DIRECTOR 1.00 X 0 0 0 JOHN HELLER DIRECTOR 1.00 X 0 0 0 false false false 1206529 1206529 LOANS RECEIVABLE INTEREST 232149 232149 ORIGINATION FEES 104142 104142 MISCELLANEOUS INCOME 56888 56888 AMORTIZATION OF N/R DISCOUNT 52195 52195 SERVICE FEES 4918 4918 4000 4000 454292 43205 43205 114281 93635 20646 20646 20646 1724672 518143 4392 4392 19100 19100 11125 11125 44143 44143 28876 28876 S P GRANT DISBURSED 316096 316096 CONTRIBUTIONS 138211 138211 MISCELLANEOUS 7098 7098 MCEC EXPENSES 1000 1000 570041 546549 23492 0 447073 297954 10135017 11556169 1045567 979687 562277 217416 12189934 13051226 101600 109100 7619381 7437148 7720981 7546248 X 4184810 5423430 284143 81548 4468953 5504978 12189934 13051226 1154631 -118606 X false true true false X 2641329 1335580 611967 707143 1206529 6502548 2641329 1335580 611967 707143 1206529 6502548 6502548 6502548 2161886 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 1724672 1724672 1724672 570041 570041 570041 BRUCE T BLOCK PRESIDENT 4392 LEGAL FEES false SCHEDULE L, PART V BRUCE T. BLOCK IS THE PRESIDENT AND TREASURER OF THE WISCONSIN PRESERVATION FUND, INC. AND IS A PARTNER WITH THE LAW FIRM THAT HAS PROVIDED LEGAL SERVICES FOR A FEE AND ALSO PROVIDES PRO BONO SERVICES. FORM 990 - ORGANIZATION'S MISSION TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES, REVERSE URBAN DETERIORATION, REVITALIZE URBAN AREAS AND PROMOTE AFFORDABLE HOUSING, THROUGH DIRECT OWNERSHIP AND DEVELOPMENT OF REAL ESTATE AND/OR PROVIDING LOANS AND GRANTS TO ENTITIES OR INDIVIDUALS WHO ARE FURTHERING THESE SAME INITIATIVES. FORM 990 THE MARCH 31, 2021 BALANCE SHEET AMOUNTS AND THE REVENUE AND EXPENSES FOR THE FISCAL YEAR ENDED MARCH 31, 2021 HAVE BEEN CHANGED TO AGREE WITH THE RESTATED AUDIT REPORT ISSUED AS OF AND FOR THE FISCAL YEAR ENDED MARCH 31, 2022. THE NET ASSET AMOUNT WAS ADJUSTED BY 561,163. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS SERVE AS OFFICERS AND MEMBERS ON THE BOARD OF DIRECTORS AND COMMITTEES. FORM 990, PAGE 2, PART III, LINE 4D TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES, REVERSE URBAN DETERIORATION, REVITALIZE URBAN AREAS AND PROMOTE AFFORDABLE HOUSING, THROUGH DIRECT OWNERSHIP AND DEVELOPMENT OF REAL ESTATE AND/OR PROVIDING LOANS AND GRANTS TO ENTITIES OR INDIVIDUALS WHO ARE FURTHERING THOSE SAME INITIATIVES. FORM 990, PAGE 6, PART VI, LINE 2 REINHART BOERNER, VAN DEUREN, S.C. PARTNER PRESIDENT WPF-PARTNER FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WAS REVIEWED BY THE PRESIDENT PRIOR TO SUBMISSION. ALL BOARD MEMBERS WERE GIVEN THE OPPORTUNITY TO REVIEW THE FORM 990 AT SOME TIME DURING THE YEAR. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS LISTED ON THE FORM 990.