2024-11-14T11:22:19-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 203514894 WOMEN'S FUND OF GREATER MILWAUKEE INC WOME 4142907350 316 N MILWAUKEE ST 215 MILWAUKEE WI 532025831 MONICA SHAH-DAVIDSON CHAIR 4142907350 2024-11-13 1 1 KRISTINE BOERBOOM CPA P01262404 6082744020 2024-11-12 2023 2024-10-15 13:58:12Z LISA ATTONITO 316 N MILWAUKEE ST 215 MILWAUKEE WI 532025831 405902 0 X WOMENSFUNDMKE.ORG X 2005 WI THE WOMEN'S FUND OF GREATER MILWAUKEE HAS A PURPOSE TO ACTIVATE PHILANTHROPY TO ADVANCE EQUITY FOR WOMEN. 18 18 0 69 0 0 371552 389961 0 0 30 150 -38755 -17513 332827 372598 165349 211950 0 0 165720 177077 0 0 62194 131680 171315 462749 560342 -129922 -187744 3318547 3456865 138080 176114 3180467 3280751 X THE MISSION OF THE WOMEN'S FUND OF GREATER MILWAUKEE IS TO ACTIVATE PHILANTHROPY THAT ADVANCES EQUITY FOR WOMEN. 0 0 230193 211950 0 GRANTMAKING AND SCHOLARSHIPS - WE ENGAGE IN THE POWER OF COLLECTIVE PHILANTHROPY ACROSS GENERATIONS EXCLUSIVELY ADDRESSING ISSUES THAT IMPACT WOMEN AND GIRLS. OUR FOCUS IS ECONOMIC EMPOWERMENT, LEADERSHIP DEVELOPMENT, AND EDUCATION. AS ONE OF THE LARGEST GRANTING ENTITIES IN WISCONSIN OF OUR KIND, WE PROVIDE ESSENTIAL FUNDING TO AREA NONPROFITS, HER SCHOLARSHIPS TO WOMEN WHO ARE NON-TRADITIONAL STUDENTS, AGE 35 OR OLDER, AND CONVENE THE COMMUNITY AROUND INTERESTING AND IMPORTANT ISSUES THAT IMPACT WOMEN. WE SUPPORT PROGRAMS AND PROJECTS THAT INFLUENCE A CHANGE IN ATTITUDE, BEHAVIOR, AND CULTURE, SO THAT WOMEN AND GIRLS CAN LIVE TO THEIR FULL POTENTIAL. USING THE PROCEEDS OF OUR ENDOWMENT COUPLED WITH FUNDS SECURED FROM THE COMMUNITY, WE SUPPORT SOLUTIONS THAT RESULT IN SUSTAINABLE AND LONG-LASTING TRANSFORMATION FOR OUR COMMUNITY. AS AN ENDOWED FUND, WE HAVE THE FREEDOM TO INVEST IN LONG-LASTING TRANSFORMATION, NON-TRADITIONAL PROGRAMS, WHILE CHALLENGING TRADITIONS TO CREATE INNOVATION. WE ARE RESPONSIVE TO CURRENT COMMUNITY NEEDS AND PRIORITIES. FOUNDED IN 1985, AND ESTABLISHED AS AN INDEPENDENT ORGANIZATION IN 2006, THE WOMEN'S FUND OF GREATER MILWAUKEE DEPENDS ON GIFTS FROM THE COMMUNITY. TODAY WE REMAIN COMMITTED TO ADVANCING EQUITY FOR WOMEN BY OFFERING SUPPORT TO AREA ORGANIZATIONS JUST AS WE'VE DONE FOR MORE THAN 3 DECADES. WE ARE PROUD MEMBERS OF THE WOMEN'S FUNDING NETWORK AND WISCONSIN WOMEN'S FUND ALLIANCE. 148322 0 0 CAPACITY BUILDING - RECOGNIZING THAT CONVENING THE COMMUNITY IS AN IMPORTANT PART OF OUR WORK, THE WOMEN'S FUND ORGANIZES UNIQUE EVENTS THROUGHOUT THE YEAR. EACH IS DESIGNED TO PROVIDE INFORMATION, CONNECT PEOPLE, CREATE CONVERSATIONS AND INSPIRE ACTION. OUR COMMUNITY TALK BACKS ASSEMBLED DIVERSE GROUPS OF PEOPLE AND FACILITATED INTERGENERATIONAL CONVERSATION ABOUT RELEVANT TOPICS TO ADVANCING EQUITY FOR WOMEN. ADDITIONALLY, AN ANNUAL EDUCATIONAL EVENT, THE WOMEN'S FUND PRESENTS, IS HELD EACH FALL AND FEATURES A KEYNOTE ADDRESS OR PANEL PRESENTATION. THE EVENT PROCEEDS SUPPORT THE ACTIVITIES OF THE FUND. 378515 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X LISA ATTONITO 4142907350 316 N MILWAUKEE ST STE 215 MILWAUKEE WI 532025831 MONICA SHAH-DAVIDSON CHAIR 1.00 X X 0 0 0 DANILA DANESI TREASURER 1.00 X X 0 0 0 AMY MUEHLBAUER SECRETARY 1.00 X X 0 0 0 MARILKA VELEZ DIRECTOR 1.00 X 0 0 0 SANDY CUNNINGHAM DIRECTOR 1.00 X 0 0 0 ASHTON HENRY DIRECTOR 1.00 X 0 0 0 NICOLE HORVATH DIRECTOR 1.00 X 0 0 0 BETH ODIAN DIRECTOR 1.00 X 0 0 0 ERIKA SANDER DIRECTOR 1.00 X 0 0 0 CHERIE HARRIS DIRECTOR 1.00 X 0 0 0 GRISELDA ALDRETE DIRECTOR (FROM JULY 2023) 1.00 X 0 0 0 CHRIS GROTA DIRECTOR 1.00 X 0 0 0 MELISSA MCCORD DIRECTOR 1.00 X 0 0 0 SANGEETA EDWIN DIRECTOR (FROM JULY 2023) 1.00 X 0 0 0 CHANDRA RODGERS DIRECTOR 1.00 X 0 0 0 NANCY PETERSON DIRECTOR 1.00 X 0 0 0 ALEXANDRIA STAUBACH DIRECTOR 1.00 X 0 0 0 UMA VANDERGRIFT DIRECTOR 1.00 X 0 0 0 STARLA THOMPSON DIRECTOR (THRU OCT 2023) 1.00 X 0 0 0 KATHY SCHILL DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 ARLISIA MCHENRY DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 KATE BREJCHA DIRECTOR (THRU DEC 2023) 1.00 X 0 0 0 LISA ATTONITO EXECUTIVE DIRECTOR 40.00 X 103600 0 30706 103600 0 30706 1 0 0 0 EMPOWER HR LLC 126 N JEFFERSON ST STE 250 MILWAUKEE WI 532026100 EMPLOYEE LEASING SERVICES 170145 1 83400 306561 389961 150 150 10925 83400 33304 -22379 -22379 4866 4866 4866 372598 0 0 -17363 174450 174450 37500 37500 134305 78961 32445 22899 32027 18829 7737 5461 10745 6317 2596 1832 10500 10500 44192 13127 13059 18006 35427 528 34747 152 7229 4249 1745 1235 27923 16417 6745 4761 24275 14271 5865 4139 13730 12001 1376 353 50 29 12 9 2270 1334 548 388 MEMBERSHIP DUES 2775 2775 2944 502 2258 184 560342 378515 119633 62194 365108 314442 31291 32448 5113 5322 19304 21445 36113 35416 0 697 2897731 3082511 3318547 3456865 17284 14414 114500 161700 6296 0 138080 176114 X 3114444 3229697 66023 51054 3180467 3280751 3318547 3456865 X -187744 288028 X 0 1 X 1 0 X 390034 346908 490877 371552 389961 1989332 390034 346908 490877 371552 389961 1989332 105063 1884269 24 10 8 30 150 222 1989554 38986 0.94710 0.96210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2890231 15000 311369 118247 23342 3075011 3542401 -513227 113858 25085 2890231 3040072 101072 528130 102783 24090 3542401 2800662 2160 367828 100230 30348 3040072 2620979 353141 151757 21701 2800662 1.00000 0.00000 0.00000 1 0 4200 4200 0 27818 27121 697 4095 4095 0 697 BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 3075011 DEPOSITS 7500 3082511 672693 8000 288028 296028 376665 -4067 -4067 372598 572409 8000 4067 12067 560342 0 560342 PART IV, LINE 2B: THE WOMEN'S FUND OF GREATER MILWAUKEE, INC. ACTS AS A FISCAL AGENT OR ADMINISTRATOR FOR AFRICAN AMERICAN WOMEN'S FUND, VIV NICAUS (HMONG), DENIM DAY, LESBIAN WOMEN, LATINAS EN ACCION, AND WOMEN IN DESIGN GROUP. THERE WERE NO ESCROWED FUNDS AS OF DECEMBER 31, 2023. PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF THE BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 288,028. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -4,067. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 4,067. WOMEN'S FUND PRESENTS 94325 83400 10925 21408 6979 4917 94325 83400 10925 21408 6979 4917 33304 -22379 1 WISCONSIN WOMEN'S NETWORK PO BOX 65 MADISON WI 53701 391194583 501(C)(3) 10000 0 POLICY INSTITUTE PLANNED PARENTHOOD OF WISCONSIN 302 NORTH JACKSON ST MILWAUKEE WI 53202 390863391 501(C)(3) 10000 0 CUIDANDONOS CRECEROMOS MAS SANOS (GROWING HEALTHY TOGETHER) CONVERGENCE RESOURCE CENTER 7961 N 76TH ST MILWAUKEE WI 53223 043698740 501(C)(3) 10000 0 GENERAL SUPPORT CENTER FOR LEADERSHIP OF AFRIKAN WOMEN'S WELLNESS 1037 W MCKINLEY AVE MILWAUKEE WI 53205 842685579 501(C)(3) 10000 0 GENERAL SUPPORT NOTHING LESS INC 609 COLLEGE AVE SOUTH MILWAUKEE WI 53172 830870924 501(C)(3) 15000 0 GENERAL SUPPORT CORE-EL CENTRO INC 130 W BRUCE STREET STE 300 MILWAUKEE WI 53204 392042797 501(C)(3) 15000 0 GENERAL SUPPORT MILWAUKEE BAR ASSOCIATION FOUNDATION INC 747 N BROADWAY MILWAUKEE WI 53202 396040219 501(C)(3) 10000 0 GENERAL SUPPORT BOYS AND GIRLS CLUBS OF DANE COUNTY INC 1818 W BELTLINE HWY MADISON WI 53713 391925617 501(C)(3) 10000 0 VEL R PHILLIPS PROJECT MAHOGANY CARES FOUNDATION 7660 WEST LEON TERRACE UNIT D MILWAUKEE WI 53218 813447185 501(C)(3) 8000 0 GENERAL SUPPORT GIRLS ROCK MILWAUKEE INC 270 E HIGHLAND AVE MILWAUKEE WI 53202 462156363 501(C)(3) 7500 0 GENERAL SUPPORT 10 0 SCHOLARSHIPS TO WOMEN OVER THE AGE OF 35 SEEKING TO COMPLETE DEGREE PROGRAMS AT SELECT COLLEGES AND UNIVERSITIES IN THE GREATER MILWAUKEE AREA 14 37500 PART I, LINE 2: THE WOMEN'S FUND MONITORS GRANTS ISSUED BY REQUIRING INTERIM AND FINAL FINANCIAL REPORTS DURING THE YEAR THE GRANT IS PROVIDED. FIELD INVESTIGATIONS ARE NOT REQUIRED, BUT ARE ALLOWABLE UNDER THE GRANTING AGREEEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PROVIDED TO THE VOTING GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS AND OFFICERS ARE REMINDED ANNUALLY TO CONSIDER AND DISCLOSE ANY CONFLICTS OF INTEREST. THE DIRECTORS ARE ONLY REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF EACH NEW TERM. ANY DIRECTOR HAVING DUALITY OF INTEREST OR CONFLICT OF INTEREST ON ANY MATTER SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. IN ADDITION, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, BUT MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND MAY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS SINCE HIS OR HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. THE MINUTES OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THE BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MILWAUKEE FOUNDATION 288,028. FORM 990, PART V, LINE 2A WOMEN'S FUND OF GREATER MILWAUKEE, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, EMPOWER HR, LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WOMEN'S FUND OF GREATER MILWAUKEE, INC., HOWEVER, EMPOWER HR, LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM EMPOWER HR, LLC.