Wisconsin Historical Real Estate Foundation Inc
- Assets
- $654.1k
- Revenue
- $4.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Madison, WI
- Founding
- 02/2010
- Data as of
- 06/2022
- EIN
- 30-0595385
Organization Overview
Wisconsin Historical Real Estate Foundation Inc is located in Madison, WI. The organization was established in 2010. According to its NTEE Classification (A11) the organization is classified as: Single Organization Support, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wisconsin Historical Real Estate 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO FURTHER THE TAX EXEMPT PURPOSES OF THE WISCONSIN HISTORICAL FOUNDATION, INC. OR THE STATE HISTORICAL SOCIETY OF WISCONSIN.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE MISSION OF WHREFI IS TO PARTNER WITH THE PRIVATE SECTOR IN INNOVATIVE WAYS AND, THROUGH ITS ACTIVITIES, OFFER CREATIVE OPPORTUNITIES FOR INVESTMENT AND GENERATE NEW ASSETS AND REVENUE STREAMS FOR THE FOUNDATION. WHREFI MAY CHOOSE TO HOLD THESE INVESTMENTS IN ORDER TO GARNER FUTURE APPRECIATION. ASSET TYPES MAY INCLUDE EQUITIES, DEVELOPABLE PROPERTY, NET LEASE PROPERTY, AND COMMODITIES, ALTHOUGH IT HAS NO CURRENT SPECIFIC STRATEGIES SEEKING DONATIONS IN THESE AREAS. IN THE FUTURE, WHREFI MAY ALSO SEEK TO BECOME A RESOURCE FOR OWNERS, DEVELOPERS, INVESTORS, MUNICIPALITIES, AND HISTORIC PRESERVATIONISTS AS HISTORIC PROPERTIES ARE PRESERVED USING TAX CREDIT METHODOLOGY.THE WISCONSIN HISTORICAL REAL ESTATE FOUNDATION, INC. CURRENTLY HOLDS TITLE TO SIX PARCELS OF VACANT LAND. THE PROPERTIES ARE ADJACENT TO WADE HOUSE AND REED SCHOOL, BOTH WISCONSIN HISTORIC SITES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bruce Block President | OfficerTrustee | 1 | $0 |
Jon Beck Vice President | OfficerTrustee | 1 | $0 |
Dave Wilder Treasurer/secretary | OfficerTrustee | 1 | $0 |
Gary Gorman Director | Trustee | 1 | $0 |
Joe Shumow Director | Trustee | 1 | $0 |
Julie Lussier Executive Director | Officer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $4,271 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,271 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $2,208 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $4,563 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,645 |
| All other expenses | $0 |
| Total functional expenses | $8,416 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $183,578 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $299 |
| Net Land, buildings, and equipment | $470,206 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $654,083 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $654,083 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $654,083 |