Jane Bradley Pettit Foundation Inc
- Assets
- $10.0m
- Revenue
- $912.4k
- Investments
- $9.0m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 03/1987
- Data as of
- 12/2022
- EIN
- 39-1574123
Organization Overview
Jane Bradley Pettit Foundation Inc is located in Milwaukee, WI. The organization was established in 1987. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jane Bradley Pettit Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Jane Bradley Pettit Foundation Inc generated $912.4k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 24.5% each year . All expenses for the organization totaled $1.3m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Margaret T Lund President | 9 | $0 | |
Joann C Youngman Secretary | 6 | $20,000 | |
Denasha A Scott Treasurer | 6 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Resonant Capital Advisors Llc | 12/30/22 | $63,582 |
Stafford Rosenbaum Llp | 12/30/22 | $241,338 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,683 |
| Dividends & Interest | $302,024 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $606,647 |
| Capital Gain Net Income | $606,647 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $46 |
| Total Revenue | $912,400 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $20,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $9,900 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $360 |
| Printing and publications | $0 |
| Other expenses | $24,039 |
| Total operating and administrative expenses | $362,314 |
| Contributions, gifts, grants paid | $898,250 |
| Total expenses and disbursements | $1,260,564 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $58,776 |
| Savings and temporary cash investments | $974,686 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $80,004 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $10,001,443 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |