Jane Bradley Pettit Foundation Inc
- Assets
- $10.3m
- Revenue
- $797.7k
- Investments
- $10.1m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 03/1987
- Data as of
- 12/2021
- 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 12/2021, Jane Bradley Pettit Foundation Inc generated $797.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (15.2%) each year. All expenses for the organization totaled $1.3m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (19.0%) per year over the past 4 years. 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 |
|---|---|---|---|
Joann C Youngman Secretary | 6 | $20,000 | |
Margaret T Lund President | 9 | $0 | |
Denasha A Scott Treasurer | 6 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Stafford Rosenbaum Llp | 12/30/21 | $253,868 |
Resonant Capital Advisors Llc | 12/30/21 | $68,746 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6 |
| Dividends & Interest | $306,467 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $491,068 |
| Capital Gain Net Income | $491,068 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $198 |
| Total Revenue | $797,739 |
| 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 | $21,541 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $360 |
| Printing and publications | $0 |
| Other expenses | $24,239 |
| Total operating and administrative expenses | $392,087 |
| Contributions, gifts, grants paid | $880,750 |
| Total expenses and disbursements | $1,272,837 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $72,729 |
| Savings and temporary cash investments | $211,068 |
| 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 | $80,251 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $10,349,606 |
| 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 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Jane Bradley Pettit Foundation Inc has recieved totaling $5,000.
| Awarding Organization | Amount |
|---|---|
Kathleen & Frank Thometz Charitable Foundation Inc River Hills, WI PURPOSE: SUPPORT OF COMMUNITY AND SOCIAL DEVELOPMENT | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Douglas & Maria Devos Foundation Grand Rapids, MI | $79,921,409 | $9,501,037 |
Charles K Blandin Foundation Grand Rapids, MN | $0 | $24,073,238 |
Ed Uihlein Family Foundation Lake Forest, IL | $7,123,989 | $4,757,675 |
Joseph L & Sarah S Marcum Foundation Chicago, IL | $0 | $6,419,437 |
Kraft Heinz Company Foundation Chicago, IL | $398,764 | $8,002,636 |
State Farm Companies Foundation Bloomington, IL | $9,666,483 | $1,134 |
Marie C & Joseph C Wilson Foundation Chicago, IL | $0 | $53,412 |
Dow Company Foundation Bay City, MI | $175,531,548 | $110,489,699 |
Alphawood Foundation Chicago, IL | $96,386,448 | $15,256,055 |
Steans Family Foundation Chicago, IL | $0 | $20,140,801 |
Irving S Gilmore Foundation Kalamazoo, MI | $388,410,325 | $41,180,610 |
Reiman Foundation Inc Pewaukee, WI | $64,480,239 | $12,529,672 |