LAKESHORE COMMUNITY FOUNDATION INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LAKESHORE COMMUNITY FOUNDATION INC (EIN 27-0978059)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-02
- IRS object ID
- 202641539349300514
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-02T10:53:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MARITIME DRIVE SUITE 2B | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270978059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKESHORE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 9206825222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 MEMORIAL DRIVE | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL E WIEGERT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9206820715 | PhoneNum |
| Signature | 2026-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LACEY SILBERNAGEL | PreparerPersonNm |
| PTIN | P01245590 | PTIN |
| Phone | 9206845500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHEL E WIEGERT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 MEMORIAL DRIVE | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,026,672 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.LAKESHORECOMMUNITYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO GATHER, GROW AND GIVE CHARITABLE FINANCIAL RESOURCES TO BENEFIT THE COMMUNITIES IT SERVES NOW AND FOR FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,031,849 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,419,398 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $110,127 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $130,497 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,661,003 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,924,443 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,802,979 | PYTotalRevenueAmt |
| CY Total Revenue | $26,474,338 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,570,376 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,017,961 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $248,647 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $429,440 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $61,143 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,658 | PYOtherExpensesAmt |
| CY Other Expenses | $209,700 | CYOtherExpensesAmt |
| PY Total Expenses | $1,980,681 | PYTotalExpensesAmt |
| CY Total Expenses | $3,657,101 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,822,298 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,817,237 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,562,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,148,586 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,061,976 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,880,155 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,500,802 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,268,431 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION STATEMENT: TO GATHER, GROW, AND GIVE ENDOWED CHARITABLE FINANCIAL RESOURCES TO BUILD STRONGER, MORE VIBRANT COMMUNITIES NOW AND INTO THE FUTURE.VALUE STATEMENT:WE ARE COMMITTED TO MANAGING OUR CLIENTS' PHILANTHROPIC ENDOWMENTS IN PERPETUITY, WITH A FOCUS ON MINIMIZING COSTS AND FEES TO MAXIMIZE THEIR IMPACT ON THE GRANTEES THEY CARE ABOUT MOST. OUR PRIORITY REMAINS SOLELY ON SUPPORTING OUR CLIENTS' CHARITABLE GOALS, THEREBY STRENGTHENING OUR COMMUNITIES THROUGHOUT THE LAKESHORE AREA AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,273,198 | ExpenseAmt |
| Grant | $3,017,961 | GrantAmt |
| Revenue | $130,497 | RevenueAmt |
| Desc | LAKESHORE COMMUNITY FOUNDATION, INC. IS A TAX EXEMPT PUBLIC CHARITY ORGANIZED TO PROMOTE AND MANAGE ENDOWMENT FUNDS PRIMARILY FOR THE BENEFIT OF SHEBOYGAN AND MANITOWOC COUNTIES. THE FOUNDATION RECEIVES, ADMINISTERS, AND DISTRIBUTES GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE LONG TERM BENEFIT OF THE COUNTIES IT SERVES. DURING 2025, THE FOUNDATION ADDED SIX NEW FUNDS TO ITS PORTFOLIO FOR A TOTAL OF 111 FUNDS WITH AN AGGREGATE MARKET VALUE OF $150.5 MILLION AT YEAR END. AVERAGE FUND SIZE WAS $1.4 MILLION. DURING 2025, GROWTH IN GIFTS TO NEW AND EXISTING FUNDS WAS $21.7 MILLION. THE FOUNDATION ISSUED 349 GRANTS DURING 2025 TOTALING $4.3 MILLION. SINCE THE FIRST FUND WAS ESTABLISHED IN MAY 2011, THE FOUNDATION HAS DISTRIBUTED $29.2 MILLION IN GRANTS. | Desc |
| Total Program Service Expenses | $3,273,198 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL WIEGERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9206825222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 MEMORIAL DRIVE | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS ASCHENBRENNER | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES VOPAT | ||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS BARE | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE PFEFFER | ||||||
| SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD BALGE | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RANDALL OLM | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| GRANT PAULY | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| ALEX ALLIE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA LANGAN | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RACHEL WIEGERT | ||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $175,002 | $0 | $24,732 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $175,002 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,732 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTOW BUILDERS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7330 ENGLISH LAKE ROAD | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION SERVICES | ServicesDesc |
| Compensation | $110,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,419,398 | AllOtherContributionsAmt |
| Noncash Contributions | $2,604,489 | NoncashContributionsAmt |
| Total Contributions | $20,419,398 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $130,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,497 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $130,497 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,223,662 | TotalRevenueColumnAmt |
| Exclusion | $2,223,662 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,253,115 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,552,334 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,700,781 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,700,781 | TotalRevenueColumnAmt |
| Exclusion | $3,700,781 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,474,338 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,497 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,924,443 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,017,961 | TotalAmt |
| Program Services | $3,017,961 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,734 | TotalAmt |
| Program Services | $99,867 | ProgramServicesAmt |
| Management And General | $51,727 | ManagementAndGeneralAmt |
| Fundraising | $48,140 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,216 | TotalAmt |
| Program Services | $110,797 | ProgramServicesAmt |
| Management And General | $81,419 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,217 | TotalAmt |
| Program Services | $5,966 | ProgramServicesAmt |
| Management And General | $3,251 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,273 | TotalAmt |
| Program Services | $15,267 | ProgramServicesAmt |
| Management And General | $9,613 | ManagementAndGeneralAmt |
| Fundraising | $3,393 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,044 | TotalAmt |
| Management And General | $19,044 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,138 | TotalAmt |
| Management And General | $15,138 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,487 | TotalAmt |
| Management And General | $120,487 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,946 | TotalAmt |
| Management And General | $10,946 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,678 | TotalAmt |
| Program Services | $11,633 | ProgramServicesAmt |
| Management And General | $6,830 | ManagementAndGeneralAmt |
| Fundraising | $3,215 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480 | TotalAmt |
| Program Services | $240 | ProgramServicesAmt |
| Fundraising | $240 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,097 | TotalAmt |
| Program Services | $1,132 | ProgramServicesAmt |
| Management And General | $713 | ManagementAndGeneralAmt |
| Fundraising | $252 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,588 | TotalAmt |
| Program Services | $2,294 | ProgramServicesAmt |
| Fundraising | $2,294 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,681 | TotalAmt |
| Program Services | $2,340 | ProgramServicesAmt |
| Fundraising | $2,341 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,192 | TotalAmt |
| Program Services | $3,344 | ProgramServicesAmt |
| Management And General | $2,105 | ManagementAndGeneralAmt |
| Fundraising | $743 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & MEMBERSHIPS | Desc |
| Total | $1,338 | TotalAmt |
| Program Services | $722 | ProgramServicesAmt |
| Management And General | $455 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,031 | TotalAmt |
| Program Services | $1,635 | ProgramServicesAmt |
| Management And General | $1,032 | ManagementAndGeneralAmt |
| Fundraising | $364 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,657,101 | TotalAmt |
| Program Services | $3,273,198 | ProgramServicesAmt |
| Management And General | $322,760 | ManagementAndGeneralAmt |
| Fundraising | $61,143 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,042 | BOYAmt |
| EOY | $154,001 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $32,049 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,062 | BOYAmt |
| EOY | $11,532 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $907,485 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $901,940 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,443,483 | BOYAmt |
| EOY | $151,523,869 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,043,191 | BOYAmt |
| EOY | $2,525,195 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,562,778 | BOYAmt |
| EOY | $155,148,586 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,686 | BOYAmt |
| EOY | $58,973 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,019,290 | BOYAmt |
| EOY | $47,821,182 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,061,976 | BOYAmt |
| EOY | $47,880,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,457,611 | BOYAmt |
| EOY | $103,343,236 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,043,191 | BOYAmt |
| EOY | $3,925,195 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,500,802 | BOYAmt |
| EOY | $107,268,431 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,562,778 | BOYAmt |
| EOY | $155,148,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,817,237 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,468,388 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $482,004 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,164,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,096,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,883,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,298,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,481,233 | CurrentTaxYearAmt |
| Total | $74,924,510 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,164,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,096,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,883,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,298,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,481,233 | CurrentTaxYearAmt |
| Total | $74,924,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $213,659 | SubstantialContributorsTotAmt |
| Public Support Total170 | $74,710,851 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $741,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $844,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,124,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,630,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,223,662 | CurrentTaxYearAmt |
| Total | $6,565,290 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,489,800 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $467,707 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | DESCRIPTION: CASH AND STOCK DONATION DATE: 02/08/22 AMOUNT: 4256653. |
| SCHEDULE A, PART II, LINE 1 | THE LAKESHORE COMMUNITY FOUNDATION RECEIVES AND HOLDS FUNDS FOR OTHER TAX-EXEMPT ORGANIZATIONS. AS SUCH, LAKESHORE COMMUNITY FOUNDATION REPORTS CONTRIBUTIONS OF SUCH PROPERTY ON SCHEDULE A, PART II, LINE 1. HOWEVER, CONTRIBUTIONS OF SUCH PROPERTY ARE NOT INCLUDED IN REVENUE ON FORM 990, PART VIII. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 35 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 34 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $16,611,721 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,038,327 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,526,992 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $495,569 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $78,756,695 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $23,949,364 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $901,940 | OtherCostOrOtherBasisAmt |
| Book Value | $901,940 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,200 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,345 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $901,940 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR OTHERS | Desc |
| Amt | $47,821,182 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $47,821,182 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,316,243 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,468,388 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $12,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $482,004 | OtherRevenueAmt |
| Revenue Not Reported | $7,962,392 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,353,851 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $120,487 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $120,487 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,474,338 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,548,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $12,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $12,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,536,614 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $120,487 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $120,487 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,657,101 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFICIAL INTEREST IN TRUST 482,004. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (75 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ABOVE & BEYOND CHILDREN'S MUSEUM | ||||||||
| 902 NORTH 8TH STREET | SHEBOYGAN | WI | 53081 | 391739087 | 501(C)(3) | $10,000 | $0 | CARE AND SHARE VET CLINIC |
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION | ||||||||
| 34 WASHINGTON STREET SUITE 230 | WELLESLEY HILLS | MA | 02481 | 522396428 | 501(C)(3) | $10,693 | $0 | CURE ALZHEIMER'S FUND |
| ASCEND SERVICES INC | ||||||||
| 2818 MEADOW LANE | MANITOWOC | WI | 54220 | 390988532 | 501(C)(3) | $8,650 | $0 | UNRESTRICTED |
| BLESSED SACRAMENT CONGREGATION | ||||||||
| 2116 HOLLISTER AVENUE | MADISON | WI | 537263958 | 390813395 | 501(C)(3) | $16,040 | $0 | UNRESTRICTED |
| BLINKNOW FOUNDATION | ||||||||
| PO BOX 453 | MENDHAM | NJ | 07945 | 260819262 | 501(C)(3) | $6,000 | $0 | UNRESTRICTED |
| BOYS & GIRLS CLUB FOX VALLEY INC | ||||||||
| 3651 DEWEY STREET | MANITOWOC | WI | 54220 | 391225709 | 501(C)(3) | $5,250 | $0 | BOYS & GIRLS CLUB OF MANITOWOC COUNTY |
| BOYS & GIRLS CLUB OF SHEBOYGAN COUNTY | ||||||||
| 2500 KOHLER MEMORIAL DRIVE SUITE A | SHEBOYGAN | WI | 53081 | 391246782 | 501(C)(3) | $7,500 | $0 | UNRESTRICTED |
| BRILLION PUBLIC SCHOOLS | ||||||||
| W1101 COUNTY ROAD HR | BRILLION | WI | 54110 | 396001095 | GOVERNMENT | $6,000 | $0 | BRILLION HIGH SCHOOL SCHOLARSHIPS |
| CAMP EVERGREEN CORPORATION | ||||||||
| 2776 NORTH 31ST PLACE | SHEBOYGAN | WI | 53083 | 396007027 | 501(C)(3) | $8,000 | $0 | $3,000 UNRESTRICTED; $5,000 NATATORIUM PROJECT |
| CAPITOL CIVIC CENTRE INC | ||||||||
| PO BOX 399 | MANITOWOC | WI | 542210399 | 391569595 | 501(C)(3) | $119,000 | $0 | $69,000 UNRESTRICTED; $50,000 ENDOWMENT |
| CASA OF EAST CENTRAL WISCONSIN | ||||||||
| PO BOX 721 | MANITOWOC | WI | 542210721 | 832387527 | 501(C)(3) | $5,600 | $0 | TO SUPPORT ADVOCACY AND EDUCATION AROUND YOUTH ANTI-TRAFFICKING AND SURVIVOR SUPPORT |
| CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY INC | ||||||||
| PO BOX 22128 | GREEN BAY | WI | 543052128 | 391924921 | 501(C)(3) | $14,500 | $0 | $500 BISHOP APPEAL; $1,000 UNRESTRICTED; $13,000 RAISING VOCATION COLLECTION |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC | ||||||||
| MS 3050 PO BOX 1997 | MILWAUKEE | WI | 53201 | 391500075 | 501(C)(3) | $20,000 | $0 | JOHN AND BRIGID MILLER FAMILY FUND - TO SUPPORT THE CHILDREN'S CENTER FOR CHILD DEVELOPMENT |
| CITY OF MANITOWOC | ||||||||
| 900 QUAY STREET | MANITOWOC | WI | 54220 | 396005511 | GOVERNMENT | $11,250 | $0 | $800 POLICE DEPARTMENT TO SUPPORT TRAINING OF, AND PURCHASE EQUIPMENT FOR, THE K-9 UNITS; $10,450 K-9 PRESERVATION FUND |
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | 362423707 | 501(C)(3) | $90,000 | $0 | UNRESTRICTED |
| DEMENTIA INNOVATIONS INC | ||||||||
| 627 NORTH 8TH STREET | SHEBOYGAN | WI | 53081 | 842907425 | 501(C)(3) | $241,667 | $0 | $50,000 UNRESTRICTED; $16,667- A DONATION ON BEHALF OF MIKE, MARK, AND SCOTT MOLEPSKE IN MEMORY OF THEIR MOTHER, KAY SCHROEDER; $70,000 - A DONATION BY MIKE AND AMY MOLEPSKE IN HONOR OF THEIR MOTHERS, PATTI HOLMES AND KAY SCHROEDER; $5,000 - A DONATION IN HONOR OF JIM HOLMES AS A BIRTHDAY GIFT; $100,000 LIVASU PROJECT |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | 133433452 | 501(C)(3) | $6,000 | $0 | UNRESTRICTED |
| DONALD DRIVER FOUNDATION | ||||||||
| 1727 NORTH PALMER STREET | MILWAUKEE | WI | 53212 | 760678602 | 501(C)(3) | $10,000 | $0 | 4320 DINNER WITH THE DRIVERS |
| EARL O VITS MEMORIAL TRUST | ||||||||
| PO BOX 117 | TWO RIVERS | WI | 54241 | 930775732 | 501(C)(3) | $10,000 | $0 | CAMP SINAWA |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770001 | 110303001 | 501(C)(3) | $6,418 | $0 | BJP GIFT FUND #60373 |
| FIRST LUTHERAN CHURCH | ||||||||
| 521 NORTH 8TH STREET | MANITOWOC | WI | 54220 | 390824023 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| FIRST UNITED LUTHERAN CHURCH | ||||||||
| 2401 KOHLER MEMORIAL DRIVE | SHEBOYGAN | WI | 53081 | 411568278 | 501(C)(3) | $6,000 | $0 | UNRESTRICTED |
| FRIENDS OF MARINERS TRAIL INC | ||||||||
| PO BOX 2341 | MANITOWOC | WI | 54220 | 202573515 | 501(C)(3) | $8,375 | $0 | $5,375 UNRESTRICTED; $3,000 ENDOWMENT |
| GOOD SHEPHERD PARISH | ||||||||
| 62 EAST MAIN STREET | CHILTON | WI | 53014 | 390860456 | 501(C)(3) | $10,000 | $0 | CHILTON AREA CATHOLIC SCHOOL |
| HUMANE SOCIETY OF SHEBOYGAN COUNTY | ||||||||
| 3209 NORTH 21ST STREET | SHEBOYGAN | WI | 53083 | 391050684 | 501(C)(3) | $18,400 | $0 | $5,400 TO PROVIDE MEDICAL ASSISTANCE TO ANIMALS IN CRISIS; $13,000 UNRESTRICTED |
| JOHN MICHAEL KOHLER ARTS CENTER INC | ||||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | 391085180 | 501(C)(3) | $10,950 | $0 | UNRESTRICTED |
| KIEL AREA SCHOOL DISTRICT | ||||||||
| 210 RAIDER HEIGHTS | KIEL | WI | 53042 | 396002808 | GOVERNMENT | $5,900 | $0 | KIEL HIGH SCHOOL SCHOLARSHIPS |
| LAKESHORE COMMUNITY FOUNDATION INC | ||||||||
| 915 MEMORIAL DRIVE | MANITOWOC | WI | 54220 | 270978059 | 501(C)(3) | $276,450 | $0 | $4,600 LAKESHORE COMMUNITY FOUNDATION ENDOWMENT; $271,850 OPERATIONS |
| LAKESHORE FIRST ROBOTICS PROGRAMS | ||||||||
| 2814 WOLLMER STREET | MANITOWOC | WI | 54220 | 464316812 | 501(C)(3) | $180,000 | $0 | UNRESTRICTED |
| LAKESHORE HUMANE SOCIETY INC | ||||||||
| 1551 NORTH 8TH STREET | MANITOWOC | WI | 54220 | 391142305 | 501(C)(3) | $11,000 | $0 | UNRESTRICTED |
| LAKESHORE TECHNICAL COLLEGE FOUNDATION INC | ||||||||
| 1290 NORTH AVENUE | CLEVELAND | WI | 53015 | 391269078 | 501(C)(3) | $137,994 | $0 | $800 TO PROVIDE SCHOLARSHIPS FOR STUDENTS ENROLLED IN THE CRIMINAL JUSTICE-LAW ENFORCEMENT PROGRAM; $10,000 FOOD SHARE PROGRAM; $32,000 JOHN AND KATE MILLER IMPACT FUND: ACADEMIC YEAR 2024-2025; $95,194.32 SCHOLARSHIPS |
| LESTER PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 1001 ADAMS STREET | TWO RIVERS | WI | 54241 | 391488302 | 501(C)(3) | $7,500 | $0 | $2,500 UNRESTRICTED; $5,000 TO BE USED EXCLUSIVELY FOR MINI-GRANTS OF UP TO $1,000 TO SUPPORT EXISTING LESTER PUBLIC LIBRARY PROGRAMS, WITH PARTICULAR BENEFIT TO CHILDREN AND SENIORS |
| LIGHTHOUSE RECOVERY COMMUNITY CENTER INC | ||||||||
| 818 STATE STREET | MANITOWOC | WI | 54220 | 831384602 | 501(C)(3) | $16,950 | $0 | $6,000 UNRESTRICTED; $10,950 TO SUPPORT SOBER LIVING OPPORTUNITES FOR WOMAN WITH CHILDREN |
| LUTHERAN HIGH SCHOOL ASSOCIATION OF THE GREATER SHEBOYGAN AREA INC | ||||||||
| 3323 UNIVERSITY DRIVE | SHEBOYGAN | WI | 53081 | 391269495 | 501(C)(3) | $13,549 | $0 | SCHOLARSHIPS AND COMPUTER |
| MAKE-A-WISH FOUNDATION OF WISCONSIN INC | ||||||||
| 11020 WEST PLANK COURT SUITE 200 | WAUWATOSA | WI | 53226 | 391543541 | 501(C)(3) | $5,700 | $0 | ADOPT-A-WISH ITEMS ON ENCLOSED STATEMENTS |
| MANITOWOC COUNTY DOMESTIC VIOLENCE CENTER INC | ||||||||
| 300 EAST REED AVENUE | MANITOWOC | WI | 54220 | 391354763 | 501(C)(3) | $24,643 | $0 | $3,693 UNRESTRICTED; $10,000 DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER; $10,950 FOR THE SHELTER PROGRAM |
| MANITOWOC COUNTY HISTORICAL SOCIETY | ||||||||
| 924 PINECREST ROAD | MANITOWOC | WI | 54220 | 237022183 | 501(C)(3) | $168,600 | $0 | $450 ENDOWMENT FUND; $10,000 ANNUAL APPEAL; $56,150 UNRESTRICTED; $102,000 MEEME HOUSE LOAN |
| MANITOWOC PUBLIC SCHOOL DISTRICT FOUNDATION | ||||||||
| PO BOX 1657 | MANITOWOC | WI | 542211657 | 260584461 | 501(C)(3) | $134,810 | $0 | SCHOLARSHIPS |
| MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC | ||||||||
| PO BOX 606 | MANITOWOC | WI | 542210606 | 396060498 | 501(C)(3) | $87,750 | $0 | $37,750 UNRESTRICTED; $50,000 ENDOWMENT |
| MASQUERS INC | ||||||||
| 616 NORTH 8TH STREET | MANITOWOC | WI | 54220 | 396055984 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| MEALS ON WHEELS OF SHEBOYGAN COUNTY INC | ||||||||
| 1004 SOUTH TAYLOR DRIVE | SHEBOYGAN | WI | 53081 | 391238290 | 501(C)(3) | $6,000 | $0 | UNRESTRICTED |
| MENTAL HEALTH AMERICA LAKESHORE INC | ||||||||
| 410 SOUTH MILWAUKEE STREET | PLYMOUTH | WI | 53073 | 391018013 | 501(C)(3) | $14,500 | $0 | $2,000 UNRESTRICTED; $12,500 MATCHING GIFT FOR THE RESILIENT CLASSROOM PROJECT |
| MIDWEST BAREFOOTERS INC | ||||||||
| 5314 SUDBURY WAY | MADISON | WI | 53714 | 873633410 | 501(C)(3) | $20,000 | $0 | TO PURCHASE AND INSTALL A NEW ENGINE IN THE REGION'S TOURNAMENT WATER SKI TOWBOAT |
| PAINTING PATHWAYS CLUBHOUSE INC | ||||||||
| 1226 WASHINGTON STREET | MANITOWOC | WI | 54220 | 260710289 | 501(C)(3) | $6,100 | $0 | $450 ENDOWMENT FUND; $5,650 UNRESTRICTED |
| PETER'S PANTRY INC | ||||||||
| 843 SOUTH 21ST STREET | MANITOWOC | WI | 54220 | 391642648 | 501(C)(3) | $12,000 | $0 | UNRESTRICTED |
| PLANNED PARENTHOOD OF WISCONSIN INC | ||||||||
| 302 NORTH JACKSON STREET | MILWAUKEE | WI | 53202 | 390863391 | 501(C)(3) | $5,500 | $0 | UNRESTRICTED |
| RICHARDSON HUMANE SOCIETY | ||||||||
| PO BOX 852515 | RICHARDSON | TX | 750852515 | 752895799 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| RONCALLI CATHOLIC SCHOOLS | ||||||||
| 2000 MIRRO DRIVE | MANITOWOC | WI | 54220 | 391046808 | 501(C)(3) | $158,950 | $0 | $20,000 RONCALLI HIGH SCHOOL; $20,000 RONCALLI MIDDLE SCHOOL; $20,000 RONCALLI ELEMENTARY SCHOOL; $98,950 RONCALLI HIGH SCHOOL SCHOLARSHIPS |
| SACRED HEART CATHOLIC CHURCH | ||||||||
| PO BOX 1080 | LACOMBE | LA | 70445 | 720725410 | 501(C)(3) | $16,040 | $0 | UNRESTRICTED |
| SALVATION ARMY - MANITOWOC | ||||||||
| PO BOX 1867 | MANITOWOC | WI | 542211867 | 362167910 | 501(C)(3) | $11,524 | $0 | UNRESTRICTED |
| SALVATION ARMY - SHEBOYGAN | ||||||||
| 710 PENNSYLVANIA AVENUE | SHEBOYGAN | WI | 53081 | 362167910 | 501(C)(3) | $13,000 | $0 | UNRESTRICTED |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $160,000 | $0 | UNRESTRICTED |
| SHEBOYGAN COUNTY FOOD BANK INC | ||||||||
| 3115 NORTH 21ST STREET SUITE 1 | SHEBOYGAN | WI | 53083 | 391733883 | 501(C)(3) | $34,000 | $0 | $14,000 UNRESTRICTED; $20,000 FOOD FOR THOUGHT WEEKEND BACKPACK PROGRAM |
| SHEBOYGAN PUBLIC EDUCATION FOUNDATION INC | ||||||||
| 605 NORTH 8TH STREET SUITE 214 | SHEBOYGAN | WI | 53081 | 392027804 | 501(C)(3) | $43,250 | $0 | SCHOLARSHIPS |
| SMILE TRAIN INC | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | 133661416 | 501(C)(3) | $7,000 | $0 | UNRESTRICTED |
| ST FRANCIS OF ASSISI PARISH | ||||||||
| 601 NORTH 8TH STREET | MANITOWOC | WI | 54220 | 390806345 | 501(C)(3) | $16,040 | $0 | UNRESTRICTED |
| ST MARY'S HOME FOR THE AGED INC | ||||||||
| 1635 SOUTH 21ST STREET | MANITOWOC | WI | 54220 | 390826123 | 501(C)(3) | $9,367 | $0 | $2,693 PATIO & PUB PROJECT AT THE GARDENS; $2,900 FOR THE DEMENTIA TRAINING PROGRAM; $3,774 CORNERSTONE FUND FOR THE POOR |
| ST PAUL LUTHERAN CHURCH | ||||||||
| 730 COUNTY ROAD PPP | SHEBOYGAN FALLS | WI | 53085 | 390851793 | 501(C)(3) | $16,200 | $0 | UNRESTRICTED |
| ST PAUL'S LUTHERAN CHURCH AND SCHOOL | ||||||||
| 441 MILLERSVILLE AVENUE | HOWARDS GROVE | WI | 53083 | 391204930 | 501(C)(3) | $7,500 | $0 | SCHOOL ATHLETIC PROGRAM TO PURCHASE SOCCER GOALS, UNIFORMS, ETC |
| ST PETER THE FISHERMAN PARISH | ||||||||
| 3201 MISHICOT ROAD | TWO RIVERS | WI | 54241 | 390824021 | 501(C)(3) | $16,040 | $0 | UNRESTRICTED |
| ST THOMAS THE APOSTLE CATHOLIC COMMUNITY | ||||||||
| 8100 BRUNNER ROAD | NEWTON | WI | 53063 | 237378703 | 501(C)(3) | $11,000 | $0 | $1,000 IN MEMORY OF KAY F. SCHROEDER; $5,000 RELIGIOUS EDUCATION; $5,000 YOUTH MISSION PROGRAM |
| TEEN CHALLENGE INTERNATIONAL INC - MILWAUKEE WI | ||||||||
| PO BOX 250771 | MILWAUKEE | WI | 53225 | 391447329 | 501(C)(3) | $20,000 | $0 | UNRESTRICTED |
| THE CROSSING OF MANITOWOC COUNTY INC | ||||||||
| 501 NORTH 10TH STREET | MANITOWOC | WI | 54220 | 203148598 | 501(C)(3) | $21,500 | $0 | $5,500 UNRESTRICTED; $16,000 DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER |
| THE HAVEN OF MANITOWOC COUNTY INC | ||||||||
| PO BOX 1795 | MANITOWOC | WI | 542211795 | 454137918 | 501(C)(3) | $22,750 | $0 | $6,750 UNRESTRICTED; $16,000 DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER |
| THE MEDICAL COLLEGE OF WISCONSIN INC | ||||||||
| PO BOX 26509 | MILWAUKEE | WI | 532260509 | 390806261 | 501(C)(3) | $50,000 | $0 | LABAHN PANCREATIC CANCER PROGRAM IN MEMORY OF MARK MILLER |
| TRINITY LUTHERAN CHURCH | ||||||||
| 824 WISCONSIN AVENUE | SHEBOYGAN | WI | 53081 | 390841824 | 501(C)(3) | $8,500 | $0 | $2,000 FOR THE SCHOOL; $6,500 FOR REGULAR CHURCH GIVING |
| UNITED WAY MANITOWOC COUNTY INC | ||||||||
| 33 EAST WALDO BOULEVARD SUITE 2 | MANITOWOC | WI | 54220 | 391099039 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| UNITED WAY OF SHEBOYGAN COUNTY | ||||||||
| 2020 ERIE AVENUE | SHEBOYGAN | WI | 53081 | 390808471 | 501(C)(3) | $50,000 | $0 | $35,000 UNRESTRICTED; $15,000 ON BEHALF OF JOAN RAVANELLI MILLER |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 532780807 | 390743975 | 501(C)(3) | $82,093 | $0 | $500 WISCONSIN ALZHEIMER'S DISEASE RESEARCH CENTER FUND; $5,000 RESEARCH FOR MEN'S BREAST CANCER; $5,693 HIPPITY HOP FUND - XXX-XX-XXXX; $25,000 UW CARBONE CANCER CENTER - BREAST CANCER GREATEST NEEDS FUND (#XXX-XX-XXXX), WITH FURTHER DESIGNATION FOR MALE BREAST CANCER RESEARCH IN MEMORY OF ED MCKELVEY; $45,900 PULMONARY FIBROSIS RESEARCH AT THE UW DEPARTMENT OF MEDICINE |
| USA WATER SKI & WAKE SPORTS INC | ||||||||
| PO BOX 10 | MANITOWOC | WI | 542210010 | 590841458 | 501(C)(3) | $23,500 | $0 | $1,000 SOUTHERN REGION BAREFOOT CLUB - 2026 BAREFOOT WORLDS; $5,000 AMERICAN BAREFOOT CLUB - IN HONOR OF MIKE MOLEPSKE; $5,000 TO SUPPORT THE 2026 NATIONAL BAREFOOT WATER SKIING CHAMPIONSHIPS IN AUBURNDALE, FL, HOSTED BY ITS AMERICAN BAREFOOT CLUB DIVISION; $10,000 TO SUPPORT THE LOCAL ORGANIZING COMMITTEE OF THE 2025 WORLD MASTERS BAREFOOT WATERSKIING TOURNAMENT; $2,500 TO SUPPORT THE LOCAL ORGANIZING COMMITTEE OF THE 2025 USA NATIONAL BAREFOOT WATERSKIING TOURNAMENT |
| WEILL CENTER FOUNDATION INC | ||||||||
| 826 NORTH 8TH STREET | SHEBOYGAN | WI | 53081 | 391862825 | 501(C)(3) | $70,000 | $0 | CAPITAL CAMPAIGN |
| WISCONSIN HISTORICAL FOUNDATION INC | ||||||||
| PO BOX 260050 | MADISON | WI | 537260050 | 390921093 | 501(C)(3) | $5,250 | $0 | $250 UNRESTRICTED; $5,000 CHIEF JUSTICE SHIRLEY ABRAHAMSON'S LIFE AND LEGACY DOCUMENTARY |
| WISCONSIN MARITIME MUSEUM INC | ||||||||
| 75 MARITIME DRIVE | MANITOWOC | WI | 54220 | 391128473 | 501(C)(3) | $61,615 | $0 | $566.53 REQUEST #27 - NEW SUMP PUMPS; $595.59 REQUEST #25 - MAINTENANCE AND SAFETY SUPPLIES; $3,500 REQUEST #24 - USS COBIA BLUEPRINT DIGITIZATION PROJECT; $6,952.71 REQUEST #26 - GANGWAY MAINTENANCE; $50,000 ENDOWMENT |
| WOODLAND DUNES NATURE CENTER INC | ||||||||
| PO BOX 486 | TWO RIVERS | WI | 54241 | 396084264 | 501(C)(3) | $18,000 | $0 | $500 ANNUAL SUMMER APPEAL; $14,500 UNRESTRICTED; $3,000 DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER |
| YMCA MANITOWOC WISCONSIN INC | ||||||||
| PO BOX 471 | MANITOWOC | WI | 542210471 | 391028773 | 501(C)(3) | $12,200 | $0 | $3,500 UNRESTRICTED; $8,700 TO PROVIDE NUTRITIOUS OUT OF SCHOOL MEALS TO FOOD-INSECURE CHILDREN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 75 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TYPICALLY, WITHIN A YEAR OF ISSUING A "RESTRICTED" GRANT, THE FOUNDATION FOLLOWS UP WITH THE GRANTEE TO DOCUMENT HOW THE GRANT WAS USED TO ENSURE DONOR INTENT WAS HONORED. IF GRANT FUNDS WERE NOT USED IN ACCORDANCE WITH THE RESTRICTION PLACED ON THE GRANT, THE FOUNDATION WILL EVALUATE THE SITUATION AND MAY REQUEST THAT THE GRANT FUNDS BE RETURNED TO THE FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL WIEGERT | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $175,002 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,250 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $19,482 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $199,734 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,506,989 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE OF HIGH/LOW | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $90,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OFFICE FURNITURE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS BEING REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FORM 990 IS REVIEWED BY BOTH THE DIRECTOR OF FINANCE AND THE CEO. ANY AREAS IN QUESTION ARE DISCUSSED WITH CLA AND A REVISED COPY, IF NECESSARY, IS SENT TO THE DIRECTOR OF FINANCE AND THE CEO FOR REVIEW. THE CEO MAKES THE FORM 990 AVAILABLE TO THE BOARD MEMBERS THROUGH THE FOUNDATION'S SECURE BOARD PORTAL FOR THEIR REVIEW. THE FORM 990 IS FORMALLY REVIEWED AT THE BOARD MEETING IN WHICH CLA REPRESENTATIVES ARE PRESENT TO DISCUSS IT AND ANSWER ANY QUESTIONS. THE FORM 990 IS THEN APPROVED AT THAT BOARD MEETING, AND CLA IS NOTIFIED WHEN IT IS APPROVED SO IT CAN BE FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, AT THE FOUNDATION'S ANNUAL MEETING, THE BOARD REVIEWS AND APPROVES THE CONFLICT OF INTEREST POLICY. EACH DIRECTOR COMPLETES A "WRITTEN ACCEPTANCE OF CONFLICTS OF INTEREST POLICY AND A "CONFLICT OF INTEREST DISCLOSURE STATEMENT". THESE COMPLETED DOCUMENTS ARE KEPT ON FILE AND REFERENCED THROUGHOUT THE YEAR AS NEEDED. AT EACH BOARD MEETING WHEN NEW FUNDS AND GRANTS ARE APPROVED, THE BOARD MEMBERS ARE REMINDED TO ABSTAIN IF THEY HAVE A DIRECT OR INDIRECT RELATIONSHIP WITH THE FUNDS AND GRANTS PRESENTED FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS, REPRESENTING INDEPENDENT PERSONS, SETS THE CEO COMPENSATION DURING EXECUTIVE SESSION. THE CEO'S PERFORMANCE IS REVIEWED ALONG WITH THE COUNCIL ON FOUNDATION'S CURRENT GRANTMAKERS SALARIES & BENEFITS SURVEY. THE BOARD OF DIRECTORS CONSIDERS THE CEO BASE SALARY RANGE FOR COMMUNITY FOUNDATIONS WITH COMPARABLE ASSETS UNDER MANAGEMENT. ADDITIONALLY, THE BOARD OF DIRECTORS IS AWARE OF, AND COMPLIANT WITH, IRS GUIDANCE ON EXECUTIVE COMPENSATION INVOLVING PUBLIC CHARITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN TRUST 482,004. |