2026-06-02T10:53:19-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 100 MARITIME DRIVE SUITE 2B MANITOWOC WI 54220 990 2025-01-01 270978059 LAKESHORE COMMUNITY FOUNDATION INC LAKE 9206825222 915 MEMORIAL DRIVE MANITOWOC WI 54220 RACHEL E WIEGERT CHIEF EXECUTIVE OFFICER 9206820715 2026-05-28 1 LACEY SILBERNAGEL P01245590 9206845500 2025 2025-03-06 01:10:19Z RACHEL E WIEGERT 915 MEMORIAL DRIVE MANITOWOC WI 54220 31026672 0 X HTTP://WWW.LAKESHORECOMMUNITYFOUNDATION.ORG/ X 2009 WI TO GATHER, GROW AND GIVE CHARITABLE FINANCIAL RESOURCES TO BENEFIT THE COMMUNITIES IT SERVES NOW AND FOR FUTURE GENERATIONS. 9 9 4 9 0 0 13031849 20419398 110127 130497 3661003 5924443 0 0 16802979 26474338 1570376 3017961 0 0 248647 429440 0 0 61143 161658 209700 1980681 3657101 14822298 22817237 115562778 155148586 39061976 47880155 76500802 107268431 X 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. 0 0 3273198 3017961 130497 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. 3273198 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 4 1 0 0 0 0 0 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 1 1 1 1 1 0 0 WI X RACHEL WIEGERT 9206825222 915 MEMORIAL DRIVE MANITOWOC WI 54220 THOMAS ASCHENBRENNER CHAIRMAN 5.00 X X 0 0 0 JAMES VOPAT VICE PRESIDENT 4.00 X X 0 0 0 THOMAS BARE TREASURER 2.00 X X 0 0 0 JANE PFEFFER SECRETARY 1.50 X X 0 0 0 RICHARD BALGE DIRECTOR 1.50 X 0 0 0 RANDALL OLM DIRECTOR 1.50 X 0 0 0 GRANT PAULY DIRECTOR 1.50 X 0 0 0 ALEX ALLIE DIRECTOR 2.00 X 0 0 0 PAMELA LANGAN DIRECTOR 1.50 X 0 0 0 RACHEL WIEGERT CHIEF EXECUTIVE OFFICER 50.00 X 175002 0 24732 175002 0 24732 1 0 1 0 BARTOW BUILDERS 7330 ENGLISH LAKE ROAD MANITOWOC WI 54220 CONSTRUCTION SERVICES 110000 1 20419398 2604489 20419398 ADMINISTRATIVE FEE REVENUE 900099 130497 130497 130497 2223662 2223662 8253115 4552334 3700781 3700781 3700781 26474338 130497 0 5924443 3017961 3017961 199734 99867 51727 48140 192216 110797 81419 9217 5966 3251 28273 15267 9613 3393 19044 19044 15138 15138 120487 120487 10946 10946 21678 11633 6830 3215 480 240 240 2097 1132 713 252 4588 2294 2294 4681 2340 2341 6192 3344 2105 743 DUES & MEMBERSHIPS 1338 722 455 161 3031 1635 1032 364 3657101 3273198 322760 61143 63042 154001 0 32049 13062 11532 907485 5545 0 901940 113443483 151523869 2043191 2525195 115562778 155148586 42686 58973 39019290 47821182 39061976 47880155 X 74457611 103343236 2043191 3925195 76500802 107268431 115562778 155148586 X 22817237 7468388 482004 X 0 1 X 1 0 X 6164757 13096093 13883830 18298597 23481233 74924510 6164757 13096093 13883830 18298597 23481233 74924510 213659 74710851 741749 844520 1124675 1630684 2223662 6565290 81489800 467707 0.91680 0.87970 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35 34 16611721 2038327 2526992 495569 78756695 23949364 1 1 901940 901940 1200 1200 0 4345 4345 0 901940 FUNDS HELD FOR OTHERS 47821182 47821182 34316243 7468388 12000 482004 7962392 26353851 120487 120487 26474338 3548614 12000 12000 3536614 120487 120487 3657101 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 482,004. 1 ABOVE & BEYOND CHILDREN'S MUSEUM 902 NORTH 8TH STREET SHEBOYGAN WI 53081 391739087 501(C)(3) 10000 0 CARE AND SHARE VET CLINIC ALZHEIMER'S DISEASE RESEARCH FOUNDATION 34 WASHINGTON STREET SUITE 230 WELLESLEY HILLS MA 02481 522396428 501(C)(3) 10693 0 CURE ALZHEIMER'S FUND ASCEND SERVICES INC 2818 MEADOW LANE MANITOWOC WI 54220 390988532 501(C)(3) 8650 0 UNRESTRICTED BLESSED SACRAMENT CONGREGATION 2116 HOLLISTER AVENUE MADISON WI 537263958 390813395 501(C)(3) 16040 0 UNRESTRICTED BLINKNOW FOUNDATION PO BOX 453 MENDHAM NJ 07945 260819262 501(C)(3) 6000 0 UNRESTRICTED BOYS & GIRLS CLUB FOX VALLEY INC 3651 DEWEY STREET MANITOWOC WI 54220 391225709 501(C)(3) 5250 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) 7500 0 UNRESTRICTED BRILLION PUBLIC SCHOOLS W1101 COUNTY ROAD HR BRILLION WI 54110 396001095 GOVERNMENT 6000 0 BRILLION HIGH SCHOOL SCHOLARSHIPS CAMP EVERGREEN CORPORATION 2776 NORTH 31ST PLACE SHEBOYGAN WI 53083 396007027 501(C)(3) 8000 0 $3,000 UNRESTRICTED; $5,000 NATATORIUM PROJECT CAPITOL CIVIC CENTRE INC PO BOX 399 MANITOWOC WI 542210399 391569595 501(C)(3) 119000 0 $69,000 UNRESTRICTED; $50,000 ENDOWMENT CASA OF EAST CENTRAL WISCONSIN PO BOX 721 MANITOWOC WI 542210721 832387527 501(C)(3) 5600 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) 14500 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) 20000 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 11250 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) 90000 0 UNRESTRICTED DEMENTIA INNOVATIONS INC 627 NORTH 8TH STREET SHEBOYGAN WI 53081 842907425 501(C)(3) 241667 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) 6000 0 UNRESTRICTED DONALD DRIVER FOUNDATION 1727 NORTH PALMER STREET MILWAUKEE WI 53212 760678602 501(C)(3) 10000 0 4320 DINNER WITH THE DRIVERS EARL O VITS MEMORIAL TRUST PO BOX 117 TWO RIVERS WI 54241 930775732 501(C)(3) 10000 0 CAMP SINAWA FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 452770001 110303001 501(C)(3) 6418 0 BJP GIFT FUND #60373 FIRST LUTHERAN CHURCH 521 NORTH 8TH STREET MANITOWOC WI 54220 390824023 501(C)(3) 10000 0 UNRESTRICTED FIRST UNITED LUTHERAN CHURCH 2401 KOHLER MEMORIAL DRIVE SHEBOYGAN WI 53081 411568278 501(C)(3) 6000 0 UNRESTRICTED FRIENDS OF MARINERS TRAIL INC PO BOX 2341 MANITOWOC WI 54220 202573515 501(C)(3) 8375 0 $5,375 UNRESTRICTED; $3,000 ENDOWMENT GOOD SHEPHERD PARISH 62 EAST MAIN STREET CHILTON WI 53014 390860456 501(C)(3) 10000 0 CHILTON AREA CATHOLIC SCHOOL HUMANE SOCIETY OF SHEBOYGAN COUNTY 3209 NORTH 21ST STREET SHEBOYGAN WI 53083 391050684 501(C)(3) 18400 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) 10950 0 UNRESTRICTED KIEL AREA SCHOOL DISTRICT 210 RAIDER HEIGHTS KIEL WI 53042 396002808 GOVERNMENT 5900 0 KIEL HIGH SCHOOL SCHOLARSHIPS LAKESHORE COMMUNITY FOUNDATION INC 915 MEMORIAL DRIVE MANITOWOC WI 54220 270978059 501(C)(3) 276450 0 $4,600 LAKESHORE COMMUNITY FOUNDATION ENDOWMENT; $271,850 OPERATIONS LAKESHORE FIRST ROBOTICS PROGRAMS 2814 WOLLMER STREET MANITOWOC WI 54220 464316812 501(C)(3) 180000 0 UNRESTRICTED LAKESHORE HUMANE SOCIETY INC 1551 NORTH 8TH STREET MANITOWOC WI 54220 391142305 501(C)(3) 11000 0 UNRESTRICTED LAKESHORE TECHNICAL COLLEGE FOUNDATION INC 1290 NORTH AVENUE CLEVELAND WI 53015 391269078 501(C)(3) 137994 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) 7500 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) 16950 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) 13549 0 SCHOLARSHIPS AND COMPUTER MAKE-A-WISH FOUNDATION OF WISCONSIN INC 11020 WEST PLANK COURT SUITE 200 WAUWATOSA WI 53226 391543541 501(C)(3) 5700 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) 24643 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) 168600 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) 134810 0 SCHOLARSHIPS MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC PO BOX 606 MANITOWOC WI 542210606 396060498 501(C)(3) 87750 0 $37,750 UNRESTRICTED; $50,000 ENDOWMENT MASQUERS INC 616 NORTH 8TH STREET MANITOWOC WI 54220 396055984 501(C)(3) 10000 0 UNRESTRICTED MEALS ON WHEELS OF SHEBOYGAN COUNTY INC 1004 SOUTH TAYLOR DRIVE SHEBOYGAN WI 53081 391238290 501(C)(3) 6000 0 UNRESTRICTED MENTAL HEALTH AMERICA LAKESHORE INC 410 SOUTH MILWAUKEE STREET PLYMOUTH WI 53073 391018013 501(C)(3) 14500 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) 20000 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) 6100 0 $450 ENDOWMENT FUND; $5,650 UNRESTRICTED PETER'S PANTRY INC 843 SOUTH 21ST STREET MANITOWOC WI 54220 391642648 501(C)(3) 12000 0 UNRESTRICTED PLANNED PARENTHOOD OF WISCONSIN INC 302 NORTH JACKSON STREET MILWAUKEE WI 53202 390863391 501(C)(3) 5500 0 UNRESTRICTED RICHARDSON HUMANE SOCIETY PO BOX 852515 RICHARDSON TX 750852515 752895799 501(C)(3) 10000 0 UNRESTRICTED RONCALLI CATHOLIC SCHOOLS 2000 MIRRO DRIVE MANITOWOC WI 54220 391046808 501(C)(3) 158950 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) 16040 0 UNRESTRICTED SALVATION ARMY - MANITOWOC PO BOX 1867 MANITOWOC WI 542211867 362167910 501(C)(3) 11524 0 UNRESTRICTED SALVATION ARMY - SHEBOYGAN 710 PENNSYLVANIA AVENUE SHEBOYGAN WI 53081 362167910 501(C)(3) 13000 0 UNRESTRICTED SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 160000 0 UNRESTRICTED SHEBOYGAN COUNTY FOOD BANK INC 3115 NORTH 21ST STREET SUITE 1 SHEBOYGAN WI 53083 391733883 501(C)(3) 34000 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) 43250 0 SCHOLARSHIPS SMILE TRAIN INC PO BOX 96231 WASHINGTON DC 200906231 133661416 501(C)(3) 7000 0 UNRESTRICTED ST FRANCIS OF ASSISI PARISH 601 NORTH 8TH STREET MANITOWOC WI 54220 390806345 501(C)(3) 16040 0 UNRESTRICTED ST MARY'S HOME FOR THE AGED INC 1635 SOUTH 21ST STREET MANITOWOC WI 54220 390826123 501(C)(3) 9367 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) 16200 0 UNRESTRICTED ST PAUL'S LUTHERAN CHURCH AND SCHOOL 441 MILLERSVILLE AVENUE HOWARDS GROVE WI 53083 391204930 501(C)(3) 7500 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) 16040 0 UNRESTRICTED ST THOMAS THE APOSTLE CATHOLIC COMMUNITY 8100 BRUNNER ROAD NEWTON WI 53063 237378703 501(C)(3) 11000 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) 20000 0 UNRESTRICTED THE CROSSING OF MANITOWOC COUNTY INC 501 NORTH 10TH STREET MANITOWOC WI 54220 203148598 501(C)(3) 21500 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) 22750 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) 50000 0 LABAHN PANCREATIC CANCER PROGRAM IN MEMORY OF MARK MILLER TRINITY LUTHERAN CHURCH 824 WISCONSIN AVENUE SHEBOYGAN WI 53081 390841824 501(C)(3) 8500 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) 10000 0 UNRESTRICTED UNITED WAY OF SHEBOYGAN COUNTY 2020 ERIE AVENUE SHEBOYGAN WI 53081 390808471 501(C)(3) 50000 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) 82093 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) 23500 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) 70000 0 CAPITAL CAMPAIGN WISCONSIN HISTORICAL FOUNDATION INC PO BOX 260050 MADISON WI 537260050 390921093 501(C)(3) 5250 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) 61615 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) 18000 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) 12200 0 $3,500 UNRESTRICTED; $8,700 TO PROVIDE NUTRITIOUS OUT OF SCHOOL MEALS TO FOOD-INSECURE CHILDREN 75 0 PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 0 0 RACHEL WIEGERT CHIEF EXECUTIVE OFFICER 175002 0 0 0 0 0 5250 0 19482 0 199734 0 0 0 X 6 2506989 AVERAGE OF HIGH/LOW X 1 90000 APPRAISAL X OFFICE FURNITURE 1 7500 THRIFT VALUE 1 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS BEING REPORTED. 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.