Civic Intelligence

Froedtert Memorial Lutheran Hospital Trust

EIN 39-6040438 • 501(c)3 • Milwaukee, WI

Profile

To support froedtert memorial lutheran hospital.

Foley Lardner 777 E Wisconsin AveMilwaukee, WI 53202-5306

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

97th percentile

74%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

6th percentile

$110,000

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

276%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$105,514,215

Up $16,020,876 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$105,514,215

Up $16,020,876 (+18%) from 2023

Operations
Liabilities / Revenue4th percentileNet Margin97th percentile

Revenue

Up

$21,817,171

Up $16,022,016 (+276%) from 2023

Expenses

Down

$5,775,218

Down $57,602 (-1.0%) from 2023

Net Income

Up

$16,041,953

Up $16,079,618 (+42691%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $70,047,083Liabilities 2010: $0Net Assets 2010: $70,047,0832010Assets 2011: $72,266,353Liabilities 2011: $0Net Assets 2011: $72,266,3532011Assets 2012: $74,579,674Liabilities 2012: $0Net Assets 2012: $74,579,6742012Assets 2013: $75,997,048Liabilities 2013: $0Net Assets 2013: $75,997,0482013Assets 2014: $76,615,134Liabilities 2014: $0Net Assets 2014: $76,615,1342014Assets 2015: $73,903,838Liabilities 2015: $0Net Assets 2015: $73,903,8382015Assets 2016: $66,056,592Liabilities 2016: $0Net Assets 2016: $66,056,5922016Assets 2017: $65,976,628Liabilities 2017: $0Net Assets 2017: $65,976,6282017Assets 2018: $64,420,760Liabilities 2018: $0Net Assets 2018: $64,420,7602018Assets 2019: $60,191,328Liabilities 2019: $0Net Assets 2019: $60,191,3282019Assets 2020: $55,045,799Liabilities 2020: $0Net Assets 2020: $55,045,7992020Assets 2021: $56,336,115Liabilities 2021: $0Net Assets 2021: $56,336,1152021Assets 2022: $89,563,578Liabilities 2022: $0Net Assets 2022: $89,563,5782022Assets 2023: $89,493,339Liabilities 2023: $0Net Assets 2023: $89,493,3392023Assets 2024: $105,514,215Liabilities 2024: $0Net Assets 2024: $105,514,2152024

Highlighted filing

2024

Assets$105,514,215
Liabilities$0
Net Assets$105,514,215
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2010: $1,453,125Expenses 2010: $2,308,454Net Income 2010: -$855,3292010Revenue 2011: $5,524,102Expenses 2011: $2,880,639Net Income 2011: $2,643,4632011Revenue 2012: $3,272,148Expenses 2012: $598,938Net Income 2012: $2,673,2102012Revenue 2013: $4,602,075Expenses 2013: $3,210,291Net Income 2013: $1,391,7842013Revenue 2014: $2,431,661Expenses 2014: $2,625,426Net Income 2014: -$193,7652014Revenue 2015: $415,568Expenses 2015: $3,112,634Net Income 2015: -$2,697,0662015Revenue 2016: -$4,933,474Expenses 2016: $3,017,453Net Income 2016: -$7,950,9272016Revenue 2017: $2,862,377Expenses 2017: $2,815,068Net Income 2017: $47,3092017Revenue 2018: $1,370,536Expenses 2018: $2,935,674Net Income 2018: -$1,565,1382018Revenue 2019: -$904,747Expenses 2019: $3,394,811Net Income 2019: -$4,299,5582019Revenue 2020: $320,042Expenses 2020: $5,721,226Net Income 2020: -$5,401,1842020Revenue 2021: $7,613,267Expenses 2021: $5,802,908Net Income 2021: $1,810,3592021Revenue 2022: $50,879,335Expenses 2022: $17,707,570Net Income 2022: $33,171,7652022Revenue 2023: $5,795,155Expenses 2023: $5,832,820Net Income 2023: -$37,6652023Revenue 2024: $21,817,171Expenses 2024: $5,775,218Net Income 2024: $16,041,9532024

Highlighted filing

2024

Revenue$21,817,171
Expenses$5,775,218
Net Income$16,041,953
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,514,215
Liabilities
$0
Net assets
$105,514,215
Revenue
$21,817,171
Expenses
$5,775,218
Net income
$16,041,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$106$0.00$106$21.8$5.78$16.0
2023Detailed filing. Detailed filing data is available for this year.$89.5$0.00$89.5$5.80$5.83$0.04
2022Detailed filing. Detailed filing data is available for this year.$89.6$0.00$89.6$50.9$17.7$33.2
2021Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$7.61$5.80$1.81
2020Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$0.32$5.72$5.40
2019Detailed filing. Detailed filing data is available for this year.$60.2$0.00$60.2$0.90$3.39$4.30
2018Detailed filing. Detailed filing data is available for this year.$64.4$0.00$64.4$1.37$2.94$1.57
2017Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$2.86$2.82$0.05
2016Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$4.93$3.02$7.95
2015Detailed filing. Detailed filing data is available for this year.$73.9$0.00$73.9$0.42$3.11$2.70
2014Detailed filing. Detailed filing data is available for this year.$76.6$0.00$76.6$2.43$2.63$0.19
2013Summary only. Only limited summary data is available for this year.$76.0$0.00$76.0$4.60$3.21$1.39
2012Summary only. Only limited summary data is available for this year.$74.6$0.00$74.6$3.27$0.60$2.67
2011Summary only. Only limited summary data is available for this year.$72.3$0.00$72.3$5.52$2.88$2.64
2010Summary only. Only limited summary data is available for this year.$70.0$0.00$70.0$1.45$2.31$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$112,258,513
Mission and Program Overview

Mission

To support froedtert memorial lutheran hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$89,493,339$105,514,215▲ $16,020,876
Investments Other Securities$63,389,860$78,177,601▲ $14,787,741
Investments in Publicly Traded Securities$25,168,989$20,130,713▼ $5,038,276
Savings and Temporary Cash Investments$869,714$7,191,429▲ $6,321,715
Accounts Receivable$64,776$14,472▼ $50,304
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$89,493,339$105,514,215▲ $16,020,876
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$89,493,339$105,514,215▲ $16,020,876
Total Liabilities and Net Assets / Fund Balance$89,493,339$105,514,215▲ $16,020,876

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$78,177,601--
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleBaseTotal
Foley Lardner LlpInstitutional Administrator$110,000$110,000
Johan SegerdahlTrustee$55,000$55,000
Thomas F SchraderTrustee$55,000$55,000

Board Members and Trustees

NameTitle
George a DionisopoulosTrustee
Jason J KohoutTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Foley Lardner LLPSee Schedule O777 E WISCONSIN AVE, Milwaukee, WI 53202-5306$143,220
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,817,171
Other Revenue
$0
Change in Net Assets
$16,041,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,000,000
Other Expenses$555,218
Salaries, Compensation, and Employee Benefits$220,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,000,000--$5,000,000
Fees for Service Investment Mgmnt Fees-$227,453-$227,453
Current Officers, Directors, Trustees, and Key Employees$110,000$110,000-$220,000
Fees for Services Legal-$143,220-$143,220
Other Expenses-$150-$150
Total Functional Expenses$5,110,000$665,218$0$5,775,218
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Froedtert Memorial Lutheran HospitalMilwaukee, WI501(c)(3)Groundbreaking Translational Research and Investing in Workforce Development$5,000,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Governing Body and Management

“Line 8b - the trust has no committees.”

Form 990, Part VI, Section B, Policies

“LINE 11 - BEFORE THE TAX RETURN IS FILED, A COPY IS SENT TO ALL TRUSTEES WITH A REQUEST FOR QUESTIONS OR COMMENTS. LINE 12 c - ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE MEETINGS OF THE TRUSTEES. TRUSTEES MUST PROVIDE AN ANNUAL DISCLOSURE STATEMENT. LINES 15A AND 15B - The trustees reviewed and rely on a compensation study prepared by Mercer, Inc. to determine compensation of the trustees; said compensation was reviewed by the trustees and recorded in the minutes.”

Form 990, Part VI, Section C, Disclosure

“LINE 19 - COPIES OF THE FROEDTERT TRUST'S FORM 990s ARE MAINTAINED AT THE MILWAUKEE OFFICE OF FOLEY & LARDNER LLP. IF AN INDIVIDUAL WERE TO REQUEST A COPY OF THE TRUST'S FORM 990 IN WRITING OR IN PERSON AT THE OFFICES OF FOLEY & LARDNER LLP (WHICH IS LISTED AS THE ADDRESS OF THE FROEDTERT TRUST ON ITS RETURN), SOMEONE ACTING UNDER THE DIRECTION OF A TRUSTEE WOULD MAKE THE TRUST'S FORM 990 AVAILABLE FOR INSPECTION IN THE ALLOTTED TIME AS REQUIRED UNDER IRC 6104 AND CORRESPONDING REGULATIONS. ALSO, THE TRUST'S FORM 990 IS POSTED ON GUIDESTAR.”

FORM 990, PART VII, SECTION A, LINE 1A(5), COMPENSATION OF TRUSTEES

“Foley & lardner llp - reportable compensation of $137,500 includes trustee fees for george a dionisopoulos and jason j kohout which are required to be turned over to foley & lardner llp.”

Form 990, Part VII - Comp of Five Highest Paid Ind. Contractors

“Description of services: accounting, legal, tax return preparation, general administration.”

Form 990, Part VI, Section A, Line 2

“George a. Dionisopoulos and jason j kohout are partners at foley & lardner llp.”

Filing and Contact Details

Filer

Filer Name
Froedtert Memorial Lutheran Hospital Trust
EIN
39-6040438
In Care Of
% GEORGE A DIONISOPOULOS
Phone
4142975734
Address
FOLEY LARDNER 777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306

Signing Officer

Name
George Dionisopoulos
Title
Trustee
Phone
4142975750
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George a Dionisopoulos
Formed
1962
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Jason J Kohout
Phone
4142712400
Supplemental Narrative

Additional Explanations

Form 990 Part XI, Line 9, Other Changes in Net Assets or Fund Balance

“Book to tax cost adjustments (21,064) nondeductible expenses (13) ---------- total changes (21,077)”

Raw XML AppendixShowing 400 of 549 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt064776
IRS990/AccountsReceivableGrp/EOYAmt014472
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT FROEDTERT MEMORIAL LUTHERAN HOSPITAL.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0GEORGE A DIONISOPOULOS
IRS990/BooksInCareOfDetail/PhoneNum04142712400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O FOLEY LARDNER LLP 777 EWISC
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0532025306
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt089493339
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0105514215
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0110000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0110000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0220000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0143220
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0777 E WISCONSIN AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MILWAUKEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0532025306
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0FOLEY LARDNER LLP
IRS990/ContractorCompensationGrp/ServicesDesc0SEE SCHEDULE O
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt05000000
IRS990/CYInvestmentIncomeAmt021817171
IRS990/CYOtherExpensesAmt0555218
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt016041953
IRS990/CYSalariesCompEmpBnftPaidAmt0220000
IRS990/CYTotalExpensesAmt05775218
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021817171
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED FUNDS TO FROEDTERT MEMORIAL LUTHERAN HOSPITAL, INC., 9200 W. WISCONSIN AVENUE, MILWAUKEE, WI 53226, AND ADMINISTRATIVE EXPENSES PAID TO ACCOMPLISH EXEMPT PURPOSES OF SUPPORTED ORGANIZATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt05110000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0143220
IRS990/FeesForServicesLegalGrp/TotalAmt0143220
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0227453
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0227453
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0FOLEY LARDNER LLP
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS F SCHRADER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHAN SEGERDAHL
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE A DIONISOPOULOS
IRS990/Form990PartVIISectionAGrp/PersonNm4JASON J KOHOUT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0110000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt155000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt255000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt01574062
IRS990/GainOrLossGrp/SecuritiesAmt017462626
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt05000000
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05000000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05000000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01574062
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0107903968
IRS990/GrossReceiptsAmt0112258513
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02780376
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02780483
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0107
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt063389860
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt078177601
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025168989
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020130713
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt090441342
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT FROEDTERT MEMORIAL LUTHERAN HOSPITAL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt089493339
IRS990/NetAssetsOrFundBalancesEOYAmt0105514215
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt019013835
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019036688
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt022853
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt03560
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-21077
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PORTFOLIO DEDUCTIONS FROM
IRS990/OtherExpensesGrp/Desc1PASS-THROUGH ENTITIES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/Desc3FORM 990-T TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0120907
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt163488
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2150
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt1120907
IRS990/OtherExpensesGrp/TotalAmt263488
IRS990/OtherExpensesGrp/TotalAmt3150
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GEORGE A DIONISOPOULOS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0.
IRS990/ProgSrvcAccomActy3Grp/Desc0.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05036
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05000000
IRS990/PYInvestmentIncomeAmt05790119
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0585320
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-37665
IRS990/PYSalariesCompEmpBnftPaidAmt0247500
IRS990/PYTotalExpensesAmt05832820
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05795155
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt016041953
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0869714
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07191429
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustees of the Trust regularly meet with the Hospital to discuss how best to use the trust's support. The Hospital proposes several projects for consideration by the trustees, and provides insight and information on the hospital's operations, strategic plans, and funding needs. IN addition, the trust provides the hospital with the annual notification and accounting statement.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust satisfies the alternate integral part test for a qualifying trust in existence as of November 20, 1970 as provided for in Reg. 1.509(a)-4(i)(9). The Trust meets this alternate integral part test, as follows: (i) all of the Trust's unexpired interests are devoted to the Froedtert Memorial Lutheran Hospital (the supported organization) and estate of Kurt R. Froedtert was entitled to a deduction under section 2055 (or its predecessor); (ii) the Trust was funded during the administration of Mr. Froedtert's estate, who died in 1951. The Trust later received the remainder of the Trust created under his will for the benefit of his daughter that terminated at her death. No other contributions have been made to the trust; (iii) the Trust's governing instrument designates the hospital as the Beneficiary of the Trust's income and the trustees have consistently treated the Hospital as the sole beneficiary of any income and principal distributions; (iv) the trustees have consistently paid the Trust's income to the Hospital; and (v) none of the trustees are disqualified persons.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D - LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART V, LINE 1
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396105970
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05000000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt05000000
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt078177601
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEE ATTACHED SCHEDULE.
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.