2026-01-23T12:02:24-06:00 2025-03-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-04-01 391657657 WISCONSIN PRESERVATION FUND INC WISC 4142988130 1000 NORTH WATER ST SUITE 1700 MILWAUKEE WI 53202 BRUCE T BLOCK PRESIDENT AND TREASURER 4142988130 2025-12-16 1 1 CARRIE GINDT P00997435 4142717800 2024 2025-03-06 01:10:19Z BRUCE T BLOCK 1000 NORTH WATER ST SUITE 1700 MILWAUKEE WI 53202 9880399 0 X N/A X 1989 WI TO PROMOTE THE PRESERVATION OF HISTORIC STURCTURES, 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 INITIATIVES. 6 4 0 19 0 0 2120845 8715040 386522 522558 148748 90145 0 53358 2656115 9381101 0 815467 0 0 0 0 0 0 0 2622412 6664926 2622412 7480393 33703 1900708 13341044 14393526 7881280 8992162 5459764 5401364 X TO PROMOTE THE PRESERVATION OF HISTORIC STURCTURES, 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 INITIATIVES. 0 0 7444553 815467 575916 TO PROMOTE THE PRESERVATION OF HISTORIC STURCTURES, 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 INITIATIVES. 7444553 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 WI X BRUCE T BLOCK 4142988130 1000 NORTH WATER ST SUITE 1700 MILWAUKEE WI 53202 X BRUCE T BLOCK PRESIDENT AND TREASURER 15.00 X X 0 0 0 CHARLES TRAINER VICE PRESIDENT 0.50 X X 0 0 0 ELIZABETH MEYER SECRETARY 0.50 X X 0 0 0 DAVID UIHLEIN DIRECTOR 0.50 X 0 0 0 JOHN HELLER DIRECTOR 0.50 X 0 0 0 PAT O'BRIEN DIRECTOR 3.00 X 0 0 0 0 0 0 0 0 0 0 0 5860872 2854168 8715040 NOTES RECEIVABLE INTER 900099 512492 512492 ORIGINATION FEES 900099 10066 10066 522558 23308 23308 566135 499298 66837 66837 66837 OTHER INCOME 900099 53358 53358 53358 9381101 575916 0 90145 815467 815467 1244 1244 23770 23770 10826 10826 87839 87839 315 315 103476 103476 1794 1794 DISCOUNT ON NOTES RECEI 6020503 6020503 CREDIT LOSS EXPENSE 374184 374184 SPONSORSHIPS 40000 40000 MISCELLANEOUS EXPENSE 530 530 445 445 7480393 7444553 35840 0 115602 587341 705808 16666 11923107 0 1101967 1052367 11711852 200368 319492 13341044 14393526 98571 0 101246 55175 7782709 8745447 0 90294 7881280 8992162 X 5269853 4992470 189911 408894 5459764 5401364 13341044 14393526 1900708 -29405 -1929703 0 X X 0 1 X 1 0 X 611967 707143 1206529 2120845 8715040 13361524 611967 707143 1206529 2120845 8715040 13361524 2141349 11220175 313138 27376 63851 148748 90145 643258 14004782 1990853 0.80120 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 NOTES RECEVIABLE (NET) 11711852 F 11711852 ACCRUED INTEREST PAYABLE 90294 90294 X 9366013 -29405 25143 -4262 9370275 10826 10826 9381101 7494710 25143 25143 7469567 10826 10826 7480393 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("THE CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE TAXES. THE ORGANIZATION RECOGNIZES THE BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAXING AUTHORITY WOULD SUSTAIN THE TAX POSITION UPON EXAMINATION OF THE TECHNICAL MERITS OF THE TAX POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. THE ORGANIZATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 0 GENER8TOR MANAGEMENT LLC 821 E WASHINGTON AVENUE SUITE 200-G MADISON WI 53703 472198237 513356 0 DOA DIVERSE BUSINESS ASSISTANCE GRANT SHERMAN PHOENIX FOUNDATION 3536 W FOND DU LAC AVENUE MILWAUKEE WI 53216 854125394 501(C)(3) 272111 0 DOA DIVERSE BUSINESS ASSISTANCE GRANT UWM FOUNDATION 1440 E NORTH AVENUE MILWAUKEE WI 53202 237337744 501(C)(3) 10000 0 GENERAL SUPPORT WISCONSIN MARINE HISTORICAL SOCIETY 814 W WISCONSIN AVENUE MARINE ROOM MILWAUKEE WI 53233 396077232 501(C)(3) 15000 0 GENERAL SUPPORT 3 1 ELIZABETH MEYER BOARD SECRETARY ASSIST WITH CASH FLOW X 55175 55175 0 0 0 55175 BRUCE T BLOCK BOARD PRESIDENT AND TREASURER 1578 LEGAL FEES 0 SCHEDULE L PART II ELIZABETH IS THE SUCCESSOR TO THE ORIGINAL LENDER OF THE LOAN THAT WAS FROM ONE OF WISCONSIN PRESERVATION FUND INC.'S FOUNDING MEMBERS. THE PURPOSE OF THE LOAN WAS TO ASSIST WITH CASH FLOW SCHEDULE L PART IV BRUCE T. BLOCK IS THE PRESIDENT AND TREASURER OF WISCONSIN PRESERVATION FUND, INC. AND SERVES AS COUNSEL WITH THE LAW FIRM THAT HAS PROVIDED LEGAL SERVICES FOR A FEE AND ALSO PROVIDES PRO BONO SERVICES. FORM 990 PART I LINE 6 VOLUNTEERS SERVE AS OFFICERS AND MEMBERS ON THE BOARD OF DIRECTORS AND COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS 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, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS LISTED ON THE FORM 990. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990 PART XI LINE 8 THE MARCH 31, 2025 FINANCIAL STATEMENTS REFLECT A NUMBER OF PRIOR PERIOD ADJUSTMENTS. THOSE ADJUSTMENTS ARE NOTED BELOW AND SHOWN AS A PRIOR PERIOD ADJUSTMENT ON THE 990. NOTE RECEIVABLE WERE INCREASED FOR LOANS THAT WERE DISBURSED IN THE PRIOR YEAR DIRECTLY FROM A MUNICIPALITY TO THE FINAL BORROWER. THE NOTES ARE RECEIVABLE BY THE ORGANIZATION AND THEREFORE RESULTING IN AN INCREASE OF $4,021,577 TO THE BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS. THE PRESENT VALUE DISCOUNT ON LOANS RECEIVABLE, ADDITIONAL LOANS REQUIRED TO BE DISCOUNTED TO PRESENT VALUE RESULTING IN A DECREASE OF $4,561,852 TO THE BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS. AN ADJUSTMENT HAD TO BE MADE FOR THE IMPLEMENTATION OF THE CURRENT EXPECTED CREDIT LOSS (CECL) STANDARD BEING IMPLEMENTED, RESULTING IN A DECREASE OF $1,244,293 TO THE BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS. OUR OPINIONS ARE NOT MODIFIED WITH RESPECT TO THESE MATTERS. PROMISES TO GIVE HAD NOT BEEN RECORDED AT MARCH 31, 2024, RESULTING IN AN INCREASE OF $33,333 TO THE BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS. GRANTS PAYABLE HAD NOT BEEN RECORDED AT MARCH 31, 2024, RESULTING IN A DECREASE OF $136,800 TO THE BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS. A DEPOSIT AT MARCH 31, 2024 HAD BEEN RECORDED TWICE, RESULTING IN A DECREASE OF $25,000 TO THE BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS. ACCRUALS WERE DEEMED TO HAVE BEEN ADJUSTED IN ERROR AT MARCH 31, 2024 RESULTING IN A DECREASE OF $16,668 TO THE BEGINNING NET ASSETS WITHOUT DONOR RESTRICTIONS. A RECLASSIFICATION IN THE AMOUNT OF $61,517 FROM BEGINNING NET ASSETS WITH DONOR RESTRICTIONS TO NET ASSETS WITHOUT DONOR RESTRICTIONS WAS MADE IN RELATION TO THE GRUNAU MEMORIAL PROJECT AND FUNDS THAT HAD BEEN EXPENDED AS OF MARCH 31, 2024. WISCONSIN PRESERVATION FUND TAXABLE LLC 1000 N WATER STREET SUITE 1700 MILWAUKEE WI 53202 471936773 INVESTING WI WISCONSIN PRESERVATION FUND INC C 387 113 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 WISCONSIN PRESERVATION FUND TAXABLE LLC N 0