2026-06-29T11:24:06-05:00 2026-02-28 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2025-03-01 200375310 THE CHARLES E KUBLY FOUNDATION INC CHAR 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 KRISTINA J RICK EXECUTIVE DIRECTOR 4144779959 2026-06-29 1 KATY L SOMMER P00273273 4142711451 2026-06-29 2025 2025-03-06 01:10:19Z KRISTINA J RICK 1341 W MEQUON ROAD 220 MEQUON WI 53092 530891 0 X WWW.CHARLESEKUBLYFOUNDATION.ORG X 2003 WI THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. 9 9 2 11 0 0 548542 425388 0 0 42506 74352 -44029 -36249 547019 463491 320462 327338 0 0 75742 85860 0 0 21871 64917 63966 461121 477164 85898 -13673 1692426 1744971 17480 16813 1674946 1728158 X THE CHARLES E KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. 0 0 370202 327338 THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2025, $327,338 WAS DISTRIBUTED TO 37 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, PROVIDE QUALITY, RESEARCHED PROGRAMMING THAT SUPPORTS THOSE AFFECTED BY DEPRESSION AND SUICIDE PREVENTION EFFORTS, AND REACH OUT TO PEOPLE WITH DEPRESSION. 370202 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 WI X KRISTINA RICK 4144779959 1341 W MEQUON ROAD 220 MEQUON WI 53092 LORI KILIAN PRESIDENT 1.00 X X 0 0 0 NICK HENGST TREASURER 1.00 X X 0 0 0 MOLLY FRITZ DIRECTOR 1.00 X 0 0 0 DYLAN ROSS DIRECTOR 1.00 X 0 0 0 BRENDA WESLEY DIRECTOR 1.00 X 0 0 0 DEAN KNAUSS DIRECTOR 1.00 X 0 0 0 ERICA BROWNE DIRECTOR 1.00 X 0 0 0 THAYRE FAUST DIRECTOR 1.00 X 0 0 0 MEG FETHERSTON KASCH DIRECTOR 1.00 X 0 0 0 KRISTINA RICK EXECUTIVE DIRECTOR 30.00 X 74657 0 0 74657 0 0 0 0 0 0 0 231686 193702 425388 74352 74352 31151 231686 67400 -36249 -36249 463491 0 0 38103 327338 327338 69966 17491 34984 17491 10005 10005 5889 1288 3313 1288 12949 12949 11292 11292 341 227 114 15172 15172 6483 3160 2456 867 1450 1450 9600 2111 5378 2111 349 349 1450 1450 BANK AND CREDIT CARD FE 2794 2794 SUBSCRIPTIONS 1300 1300 OTHER EXPENSE 470 470 MEMBERSHIP DUES 316 316 477164 370202 85091 21871 19598 20427 507136 247908 6635 7235 1159057 1469401 1692426 1744971 2480 1813 15000 15000 17480 16813 X 1674946 1728158 1674946 1728158 1692426 1744971 -13673 66885 0 X 0 0 0 X 535005 488443 453687 548542 425388 2451065 54522 24535 49167 30832 31151 190207 589527 512978 502854 579374 456539 2641272 54177 95060 91362 299923 258230 798752 0 54177 95060 91362 299923 258230 798752 1842520 29078 17846 27353 42506 74352 191135 29078 17846 27353 42506 74352 191135 618605 530824 530207 621880 530891 2832407 0.65050 0.72990 0.06750 0.04400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1159057 310721 138829 -11322 1619929 1021270 50000 87787 1159057 922574 500 98196 1021270 1004584 600 -82610 922574 983528 24525 -3469 1004584 1.00000 0 0 0 X PART V, LINE 4: THE FOUNDATION WILL ADOPT INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO FURTHER THE PROGRAMS SUPPORTED BY THE ENDOWMENT. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF FEBRUARY 28 2026, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. BEYOND THE BLUES 233165 211547 21618 143 4790 42028 2015 8892 DREWFEST 10000 10000 1 19672 10139 9533 1009 8385 138 262837 231686 31151 1152 13175 42028 2015 9030 67400 -36249 1 BEREAVED TOGETHER 15124 W ARROWHEAD LANE NEW BERLIN WI 53151 884086437 501(C)(3) 10000 0 PROGRAM SUPPORT CITY OF SOUTH MILWAUKEE FIRE DEPARTMENT 929 MARSHALL CT SOUTH MILWAUKEE WI 53172 834140911 501(C)(3) 8000 0 PROGRAM SUPPORT COMMUNITY ADVOCATES PUBLIC POLICY INSTITUTE 728 N JAMES LOVELL STREET MILWAUKEE WI 53233 391249426 501(C)(3) 10000 0 PROGRAM SUPPORT DR HOWARD FULLER COLLEGIATE ACADEMY 4030 N 29TH STREET MILWAUKEE WI 53216 300322248 501(C)(3) 6450 0 PROGRAM SUPPORT FAMILY SERVICE OF WAUKESHA 2727 N GRANDVIEW BLVD 203 WAUKESHA WI 53188 391038707 501(C)(3) 9640 0 PROGRAM SUPPORT FOUNDATIONS HEALTH & WHOLENESS 1061 W MASON STREET GREEN BAY WI 54303 391047205 501(C)(3) 12000 0 PROGRAM SUPPORT FRIENDSHIP CIRCLE 8649 N PORT WASHINGTON ROAD FOX POINT WI 53217 391819245 501(C)(3) 20000 0 PROGRAM SUPPORT GREAT LAKES DRY HOOTCH INC 750 N LINCOLN MEMORIAL DR 313 MILWAUKEE WI 53202 813879969 501(C)(3) 12000 0 PROGRAM SUPPORT GREATER GALILEE COMMUNITY DEVELOPMENT CORPORATION 5568 N DEXTER AVENUE MILWAUKEE WI 53209 452793341 501(C)(3) 10000 0 PROGRAM SUPPORT JOURNEY MENTAL HEALTH CENTER INC 25 KESSEL COURT 105 MADISON WI 53711 390806445 501(C)(3) 20000 0 PROGRAM SUPPORT KINSHIP COMMUNITY FOOD CENTER 2610 N DR MARTIN LUTHER KING JR DRIVE MILWAUKEE WI 53212 463422131 501(C)(3) 10000 0 PROGRAM SUPPORT MILWAUKEE ACADEMY OF SCIENCE 2000 W KILBOURN AVENUE MILWAUKEE WI 53233 391974865 501(C)(3) 10000 0 PROGRAM SUPPORT MILWAUKEE CHAMBER THEATRE 158 N BROADWAY 5TH FLOOR MILWAUKEE WI 53202 391323345 501(C)(3) 9000 0 PROGRAM SUPPORT MILWAUKEE PUBLIC SCHOOLS 234 W GALENA STREET MILWAUKEE WI 53212 391929112 501(C)(3) 12500 0 PROGRAM SUPPORT MKE URBAN STABLES 143 E LINCOLN AVENUE MILWAUKEE WI 53207 832573223 501(C)(3) 7500 0 PROGRAM SUPPORT NAMI GREATER MILWAUKEE 2717 N GRANDVIEW 205 WAUKESHA WI 53188 391329103 501(C)(3) 6500 0 PROGRAM SUPPORT NAMI WISCONSIN 414 ATLAS AVENUE MADISON WI 53714 391397227 501(C)(3) 7000 0 PROGRAM SUPPORT PATHFINDERS 4200 N HOLTON STREET MILWAUKEE WI 53212 391185304 501(C)(3) 15000 0 PROGRAM SUPPORT PEOPLE OF PROGRESSION 333 FIRST STREET STE A MENASHA WI 54952 853915989 501(C)(3) 10000 0 PROGRAM SUPPORT PREVENT SUICIDE GREATER MILWAUKEE 1300 N JACKSON STREET MILWAUKEE WI 53202 390806291 501(C)(3) 9000 0 PROGRAM SUPPORT REDGEN INC 4230 N OAKLAND AVE STE 152 SHOREWOOD WI 53211 471932530 501(C)(3) 25000 0 PROGRAM SUPPORT RIVEREDGE NATURE CENTER 4458 COUNTY ROAD Y SAUKVILLE WI 53080 396108549 501(C)(3) 9133 0 PROGRAM SUPPORT ROGERS BEHAVIORAL HEALTH 34700 VALLEY ROAD OCONOMOWOC WI 53066 391363507 501(C)(3) 5500 0 PROGRAM SUPPORT UWM FOUNDATION 3271 N LAKE DRIVE MILWAUKEE WI 53211 391805963 501(C)(3) 5500 0 PROGRAM SUPPORT WISCONSIN VETERANS NETWORK 6317 W GREENFIELD AVENUE WEST ALLIS WI 53214 821043745 501(C)(3) 7010 0 PROGRAM SUPPORT YOUTH AND FAMILY PROJECT 630 ELM STREET WEST BEND WI 53095 510149160 501(C)(3) 20000 0 PROGRAM SUPPORT 31 PART I, LINE 2: A GRANT REPORT IS REQUIRED WITHIN 30 DAYS OF THE COMPLETION OF A FUNDED INITIATIVE. IF MONIES ARE BEING DISBURSED IN INSTALLMENTS DUE TO THE NATURE OF THE INITIATIVE, THEN INTERIM REPORTS ARE REQUIRED AND REVIEWED BY THE BOARD BEFORE THE NEXT INSTALLMENT IS PAID. THE FOUNDATION GENERALLY WILL NOT FUND A NEW REQUEST FROM AN ORGANIZATION UNLESS ALL REQUIRED PAST REPORTS HAVE BEEN RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR CIRCULATES THE RETURN AMONG THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS BOARD MEMBER CONFLICTS OF INTERESTS ANNUALLY. WHEN VOTING ON GRANTS, IF ANY BOARD MEMBER OR GRANT REVIEW COMMITTEE MEMBER HAS A RELATIONSHIP WITH THE ORGANIZATION IN REVIEW, THEY RECUSE THEMSELVES FROM DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15A ANY INCREASE TO THE SALARY FOR THE EXECUTIVE DIRECTOR IS REVIEWED IN DETAIL AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. CONSIDERATION WOULD INCLUDE COMPARISONS TO SIMILAR LOCAL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST.