2024-02-05T10:25:21-06:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2022-10-01 396060552 FRANK G & FRIEDA K BROTZ FAMILY FOUNDATION INC FRAN 9204582121 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 STUART BROTZ PRESIDENT 9204582121 2024-01-31 1 STUART BROTZ 999009999 1 KIMBERLY ANDERSON P00188889 6086628600 2024-01-31 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 15962702 X X 220 220 476077 476077 786869 2108682 786869 1263166 1263166 0 0 0 11497 5749 5748 33252 33252 0 56434 0 0 5033 2516 2516 106216 41517 8264 1586625 1586625 1692841 41517 1594889 -429675 1221649 13058 100444 690664 690664 56434 0 0 6054495 5945008 5945008 10012425 9327030 9327030 16236856 15962702 15962702 165097 0 165097 X 0 0 0 0 16236856 15797605 16236856 15797605 16236856 15962702 16236856 -429675 0 15807181 9576 15797605 PUBLICLY TRADED SECURITIES P 2048252 1321813 726439 726439 CAPITAL GAINS DIVIDENDS P 60430 60430 60430 786869 16981 0 16981 0 16981 14993 0 0 0 14993 0 1988 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A JESSE R BROTZ 9204582121 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STUART W BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 PRESIDENT & TREASURER, TRUSTEE 5.00 0 0 0 JESSE R BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 SECRETARY, TRUSTEE 1.00 0 0 0 ADAM T BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 VP, TRUSTEE 1.00 0 0 0 STUART W BROTZ II 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 TRUSTEE 1.00 0 0 0 JEFFREY T MOHR 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 20707799 156036 0 20863835 0 0 20863835 312958 20550877 1027544 1027544 16981 16981 1010563 0 1010563 0 1010563 1594889 0 1594889 1010563 0 0 492122 888366 738086 102806 298907 2520287 1594889 0 0 0 1010563 584326 0 0 3104613 0 0 0 0 0 0 492122 2612491 888366 738086 102806 298907 584326 GRANTS COMMITTEE 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 9204582121 A WRITTEN LETTER GIVING DETAILS OF THE APPLICANT, ITS PURPOSE, ITS INTENDED USE OF ANY GRANT, EVIDENCE THAT SHOWS THE APPLICANT IS QUALIFIED UNDER SECTION 170(C) OF THE INTERNAL REVENUE CODE. NONE, THE GRANTS COMMITTEE OF THIS PRIVATE FOUNDATION MEETS PERIODICALLY. THIS PRIVATE FOUNDATION'S GRANTS ARE MADE TO PUBLIC SUPPORTED 170(C) INTERNAL REVENUE CODE QUALIFIED ORGANIZATIONS; PRIMARILY IN WISCONSIN. NO GRANTS TO INDIVIDUALS OR ORGANIZATIONS THAT REQUIRE "EXPENDITURE RESPONSIBILITY UNDER TREASURY REGULATIONS". LAKESHORE TROUT UNLIMITED (LSTU) PO BOX 304 SHEBOYGAN FALLS WI 53085 NONE PC OPERATIONAL SUPPORT 500 GLACIAL LAKES CONSERVANCY 529 ONTARIO AVENUE SHEBOYGAN WI 53081 NONE PC ANNUAL ONLINE AUCTION (JUNE 3-11, 2023) 500 HEARTHSTONE OF WISCONSIN INC PO BOX 1444 SHEBOYGAN WI 530821444 NONE PC 2023 FUNDRAISER 500 WISCONSIN COUNCIL OF THE BLIND AND VISUALLY IMPAIRED 754 WILLIAMSON STREET MADISON WI 53703 NONE PC PROVIDE ADAPTIVE TOOLS FOR INDIIVIDUALS 500 THEATER FOR YOUNG AUDIENCES 921 NORTH 8TH STREET SHEBOYGAN WI 53081 NONE PC 2022-2023 SHOW SEASON 1000 FOUNDATION FOR RELIGIOUS RETIREMENT 3221 S LAKE DRIVE ST FRANCIS WI 532353799 NONE PC CONTINUED SUPPORT 1000 FREEDOM CRY INC 2313 NORTH 31ST STREET SHEBOYGAN WI 53083 NONE PC OPERATIONAL SUPPORT 1000 AAUW WISCONSIN FOUNDATION INC-SHEBOYGAN BRANCH (FKA UW-SHEB FOUND) 1306 NORTH 3RD STREET SHEBOYGAN WI 53082 NONE PC STEM CONFERENCE - 2023 1000 SASDCOMMUNITY RECREATION DEPT 330 STAHL ROAD SHEBOYGAN WI 53081 NONE PC BACK TO SCHOOL BASICS - 2023 1600 ST PAUL LUTHERAN CHURCH 730 COUNTY RD PPP SHEBOYGAN FALLS WI 53085 NONE PC NIGHT TO SHINE 2023 2000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 381051942 NONE PC CANCER RESEARCH AND TREATMENT 2000 JUNIOR ACHIEVEMENT 1930 N 8TH STREET SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 2000 BARBELLS FOR BOOBS PO BOX 11411 SANTA ANA CA 92711 NONE PC ANNUAL FUNDRAISING CAMPAIGN - SHEB. CTY. 2500 SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER 518 WATER STREET SHEBOYGAN FALLS WI 53085 NONE PC OPERATIONAL COSTS 2500 ST ELIZABETH ANN SETON CATHOLIC SCHOOL 814 SUPERIOR AVENUE SHEBOYGAN WI 53081 NONE PC MEMORIAL - ROLAND M. NEUMANN 2500 SAMARITAN'S HAND INC 1714 NORTH 8TH STREET SUITE 4 SHEBOYGAN WI 53081 NONE PC 12TH ANNUAL FUNDRAISER GALA - APRIL 13, 2023 3000 CENTRO COMUNITARIO LA CIMA INC 1116 HURON AVENUE SHEBOYGAN WI 53081 NONE PC PROGRAM SUPPORT 3000 SHEBOYGAN THEATRE COMPANY (THE) 3330 STAHL ROAD SHEBOYGAN WI 53081 NONE PC 2023-2024 SHOW SEASON 3000 LAKESHORE CHORALE PO BOX 35 SHEBOYGAN FALLS WI 53085 NONE PC MUSIC AND YOUTH SCHOLARSHIPS 3500 LEMONS OF LOVE 607 EASTERN AVENUE PLYMOUTH WI 53085 NONE PC CONTINUED SUPPORT 4000 MAKING SPIRITS BRIGHT PO BOX 441 SHEBOYGAN WI 530820441 NONE PC MAKING SPIRITS BRIGHT 2023 EVENT 5000 PARTNERS FOR COMMUNITY DEVELOPMENT INC 1407 SOUTH 13TH STREET SHEBOYGAN WI 53081 NONE PC OPERATING SUPPORT 5000 ICE AGE TRAIL ALLIANCE INC 2110 MAIN STREET PO BOX 128 CROSS PLAINS WI 53528 NONE PC ANNUAL CONFERENCE - 2023 5000 FAMILY RESOURCE CENTER 1500 DOUGLAS DRIVE SUITE B PLYMOUTH WI 53073 NONE PC CONTINUED SUPPORT 5000 ECONOMICS WISCONSIN 7635 BLUEMOUND ROAD SUITE 106 MILWAUKEE WI 53213 NONE GOV OPERATING EXPENSES 5000 SHEBOYGAN FOOD PANTRY 1946 N 15TH STREET SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 5000 SAINT LAWRENCE SEMINARY 301 CHURCH STREET MOUNT CALVARY WI 530570505 NONE PC CONTINUED SUPPORT 5000 CAMP EVERGREEN CORPORATION 712 RIVERFRONT DRIVE SUITE 301 SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 5000 WISCONSIN RIGHT TO LIFE 5317 NORTH 118TH COURT MILWAUKEE WI 53225 NONE PC WRTL EDU. FUND OR VERITAS SOCIETY 5000 REINS INC W2647 COUNTY ROAD O SHEBOYGAN FALLS WI 53085 NONE PC SPONSOR THREE HORSES 2023 SEASON/CONT. SUPPORT 6525 SALVATION ARMY 710 PENNSYLVANIA AVENUE SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 10000 RAWHIDE INC E7475 RAWHIDE ROAD NEW LONDON WI 549619052 NONE PC CONTINUED SUPPORT 10000 SHEBOYGAN COUNTY HALFWAY HOUSE INC 503 ONTARIO AVENUE SHEBOYGAN WI 53081 NONE PC OPERATING COSTS - POTTER'S PLACE 10000 WISCONSIN EQUAL JUSTICE FUND INC PO BOX 46103 MADISON WI 53744 NONE PC 2022 ANNUAL CAMPAIGN 10000 MILWAUKEE SCHOOL OF ENGINEERING 1025 NORTH BROADWAY STREET MILWAUKEE WI 532023109 NONE PC GENERAL OPERATING 10000 MILWAUKEE COLLEGE PREP 1228 W LLOYD STREET MILWAUKEE WI 53205 NONE PC CONTINUED SUPPORT 10000 SHEBOYGAN COUNTY YMCA 812 BROUGHTON DRIVE SHEBOYGAN WI 53081 NONE PC PARTNER WITH YOUTH 2022 10000 RONCALLI CATHOLIC SCHOOLS 2000 MIRRO DRIVE MANITOWOC WI 542206799 NONE PC TRANSPORTATION PROGRAM 10000 SHEBOYGAN SERVICE CLUB PO BOX 226 SHEBOYGAN WI 530820226 NONE PC 2022 ANNUAL CHARITY BALL 10000 SAINT NORBERT COLLEGE 100 GRANT STREET DE PERE WI 54115 NONE PC SAINT NORBERT FUND 10000 SHEBOYGAN COUNTY INTERFAITH ORGANIZATION 1251 GEELE AVENUE SHEBOYGAN WI 53083 NONE PC OPERATING EXPENSES 10000 NEW HOPE PREGNANCY CENTER OF SHEBOYGAN INC (ANCHOR OF HOPE) 1018 S TAYLOR DRIVE SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 10000 GREAT LAKES SPACEPORT EDUCATION FOUNDATION INC PO BOX 684 SHEBOYGAN WI 530820684 NONE PC 2023 ROCKETS FOR SCHOOLS EVENT 10000 LAKESHORE TECHNICAL COLLEGE 1290 NORTH AVENUE CLEVELAND WI 53015 NONE PC SCHOLARSHIP CAMPAIGN 10000 EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DRIVE MADISON WI 53213 NONE PC SCHOLARSHIPS - 2023--2024 ACADEMIC YEAR 10000 BIG BROTHERS & BIG SISTERS WI SHORELINE (SHEBOYGAN & MANITOWOC COUNTIES) 632 N 8TH STREET UNIT 2 SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 10000 ABOVE & BEYOND CHILDREN'S MUSEUM (SHEBOYGAN WI)) 902 NORTH 8TH STREET SHEBOYGAN WI 53081 NONE PC $30,000/3-YR. PLEDGE (10/10/10) CAPITAL IMPROVEMENTS 10000 GREAT MARRIAGES FOR SHEBOYGAN COUNTY 612 CENTER AVENUE SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 10000 HABITAT FOR HUMANITY LAKESIDE PO BOX 973 SHEBOYGAN WI 530820973 NONE PC HOUSING PROGRAMS OR PROFESSIONAL DEVELOPMENT 10000 ICE AGE TRAIL ALLIANCE INC 2110 MAIN STREET PO BOX 128 CROSS PLAINS WI 53528 NONE PC SHEBOYGAN COUNTY TRAIL MAINTENANCE 10000 AVIATION HERITAGE CENTER OF WISCONSIN N6191 RESOURCE DRIVE SHEBOYGAN FALLS WI 53085 NONE PC EDUCATION PROGRAMS 10000 K2 ADVENTURES FOUNDATION 14354 N FRANK LLOYD WRIGHT BLVD SUITE 4 SCOTTSDALE AZ 85260 NONE PC WHP - BUILD OUT STRUCTURE AND STAFF 10000 KOHLER SCHOOL DISTRICT FOUNDATION INC 333 UPPER ROAD KOHLER WI 53044 NONE PC 15TH ANNUAL FALL FOLLIES 10000 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 NONE PC CONTINUED SUPPORT 12500 ABOVE & BEYOND CHILDREN'S MUSEUM (SHEBOYGAN WI)) 902 NORTH 8TH STREET SHEBOYGAN WI 53081 NONE PC OPERATIONAL SUPPORT 15000 GIRL SCOUTS OF AMERICA CORP - ANITOU GIRL SCOUT COUNCIL 5212 WINDWARD COURT SHEBOYGAN WI 53083 NONE PC REPLACE SIDING AND WINDOWS AT CRYSTAL LAKE HOUSE 20000 SHEBOYGAN COUNTY FOOD BANK 3115 NORTH 21ST STREET SUITE 1 SHEBOYGAN WI 53083 NONE PC CONTINUED SUPPORT 20000 REINS INC W2647 COUNTY ROAD O SHEBOYGAN FALLS WI 53085 NONE PC PURCHASE PROPERTY AND MAKE WINTERIZATION IMPROVEMENTS 20000 LAKE COUNTRY ACADEMY 4101 TECHNOLOGY PARKWAY SHEBOYGAN WI 53083 NONE PC REMODELING 25000 SAILING EDUCAITON ASSOCIATION OF SHEBOYGAN (SEAS) 1837 SUPERIOR AVENUE SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 25000 MARQUETTE UNIVERSITY LAW SCHOOL PO BOX 1881 MILWAUKEE WI 532011881 NONE PC MEMORIAL ROLAND M. NEUMANN ENDOWED SCHOLARSHIP FUND 25000 SHEBOYGAN YOUTH SAILING CLUB INC 619 BROUGHTON DRIVE PO BOX 471 SHEBOYGAN WI 530820471 NONE PC CONTINUED SUPPORT 25000 ARCHDIOCESE OF MILW-CATHOLIC STEWARDSHIP 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 53207 NONE PC 2022 CATHOLIC STEWARDSHIP APPEAL 25000 CENTRO COMUNITARIO LA CIMA INC 1116 HURON AVENUE SHEBOYGAN WI 53081 NONE PC REPAIR AND IMPROVE CURRENT FACILITY 25000 CATHOLIC CHARITIES OF SHEBOYGAN (ARCHDIODESE OF MKE) 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 53207 NONE PC SUPPORT BEHAVIORAL HEALTH COUNSELING & OUTREACH/CASE MANAGEMENT IN SHEBOYGAN COUNTY 25000 SHARON S RICHARDSON COMMUNITY HOSPICE W2850 STATE ROAD 28 SHEBOYGAN FALLS WI 53085 NONE PC 2023 SPONSORSHIP 25000 SHEBOYGAN COUNTY YMCA 812 BROUGHTON DRIVE SHEBOYGAN WI 53081 NONE PC GYMNASIUM RENOVATION 2022 25000 BIG BROTHERS & BIG SISTERS WI SHORELINE (SHEBOYGAN & MANITOWOC COUNTIES) 632 N 8TH STREET UNIT 2 SHEBOYGAN WI 53081 NONE PC MENTORING PROGRAMS AND TRAINING 25000 WEILL CENTER FOUNDATION INC 826 N 8TH STREET SHEBOYGAN WI 53081 NONE PC SHOW SPONSOR 30000 BOOKWORM GARDENS 1415 CAMPUS DRIVE SHEBOYGAN WI 53081 NONE PC NAUTILUS DESIGN - NEW EXPLORATION GARDEN 30000 SHEBOYGAN SYMPHONY ORCHESTRA 830 NORTH 8TH STREET SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 40000 WEILL CENTER FOUNDATION INC 826 N 8TH STREET SHEBOYGAN WI 53081 NONE PC REPAIRS AND MAINTENANCE 50000 A MILLION DREAMZ 415 EUCLID AVENUE SHEBOYGAN WI 53083 NONE PC $200,000/4-YR. (50/50/50/50) - CAPITAL CAMPAIGN - RENOVATION OF EXISTING BUILDING 50000 NOURISH FARMS INC 100 ALFRED MILEY AVENUE SHEBOYGAN FALLS WI 53085 NONE PC CAPITAL CAMPAIGN 50000 JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 NONE PC MEMORY OF RUTH KOHLER 50000 ELEVATE INC N169 W21005 MEADOW LANE JACKSON WI 53037 NONE PC $100,000/2-YR. (50/50) - RENOVATE SHEBOYGAN FACILITY 50000 DOGS2DOGTAGS INC PO BOX 262 SHEBOYGAN FALLS WI 53085 NONE PC $200,000, 4 YR PLEDGE (50/50/50/50) - CAPITAL CAMPAIGN - NEW BUILDING/PROPERTY IMPROVEMENT PROJECT 50000 ROGERS BEHAVIORAL HEALTH FOUNDATION 1108 S WILDWOOD AVENUE SHEBOYGAN WI 53081 NONE PC ADDICTION RECOVERY SUPPORT SERVICES - SHEBOYGAN 50000 LAKELAND UNIVERSITY W3718 SOUTH DRIVE PLYMOUTH WI 53073 NONE PC SCHOLARS PROGRAM 60000 LAKESHORE TECHNICAL COLLEGE 1290 NORTH AVENUE CLEVELAND WI 53015 NONE PC CAMPAIGN FOR HEALTH CARE EXCELLENCE 100000 CHILDREN'S HOSPITAL FOUNDATION MS 3050 PO BOX 1997 MILWAUKEE WI 532019770 NONE PC MILWAUKEE CAMPUS IMPROVEMENT 100000 ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 53207 NONE PC LOVE ONE ANOTHER CAMPAIGN 100000 OOSTBURG CHRISTIAN SCHOOL 101 SOUTH 7TH STREET OOSTBURG WI 53070 NONE PC PURCHASE STEM LAB AND PE EQUIPMENT 120000 1586625 AVIATION HERITAGE CENTER OF WI N6191 RESOURCE DRIVE SHEBOYGAN FALLS WI 53085 NONE PC EDUCATION PROGRAMS 10000 ABOVE & BEYOND CHILDREN'S MUSEUM (SHEBOYGAN WI)) 902 NORTH 8TH STREET SHEBOYGAN WI 53081 NONE PC $30,000/3-YR. PLEDGE (10/10/10) CAPITAL IMPROVEMENTS 20000 BIG BROTHERS & BIG SISTERS 632 N 8TH STREET UNIT 2 SHEBOYGAN WI 53081 NONE PC MENTORING PROGRAMS AND TRAINING 30000 RONCALLI CATHOLIC SCHOOLS 2000 MIRRO DRIVE MANITOWOC WI 542206799 NONE PC TRANSPORTATION PROGRAM 30000 RAWHIDE INC E7475 RAWHIDE ROAD NEW LONDON WI 549619052 NONE PC CONTINUED SUPPORT 30000 MILWAUKEE SCHOOL OF ENGINEERING 1025 NORTH BROADWAY STREET MILWAUKEE WI 532023109 NONE PC GENERAL OPERATING 40000 LAKESHORE TECHNICAL COLLEGE 1290 NORTH AVENUE CLEVELAND WI 53015 NONE PC SCHOLARSHIP CAMPAIGN 40000 BIG BROTHERS & BIG SISTERS 632 N 8TH STREET UNIT 2 SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 75000 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 NONE PC CONTINUED SUPPORT 75000 WEILL CENTER FOUNDATION INC 826 N 8TH STREET SHEBOYGAN WI 53081 NONE PC SHOW SPONSOR 100000 A MILLION DREAMZ 415 EUCLID AVENUE SHEBOYGAN WI 53083 NONE PC $200,000/4-YR. (50/50/50/50) - CAPITAL CAMPAIGN - RENOVATION OF EXISTING BUILDING 150000 ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 53207 NONE PC LOVE ONE ANOTHER CAMPAIGN 400000 LAKELAND UNIVERSITY W3718 SOUTH DRIVE PLYMOUTH WI 53073 NONE PC REMODELING 500000 1500000 14 220 14 476077 18 786869 0 1263166 0 1263166 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 11497 5749 5748 VAN- INTERMEDIATE-TERM INV GRADE ADMIRAL 959444 959444 VAN - SHORT-TERM INV GRADE ADMIRAL 1272155 1272155 VAN - TOTAL BOND MARKET INDEX FUND ADMIRAL 2309651 2309651 VAN - TOTAL INTERNATIONAL BOND INDEX FUND ADM 1403758 1403758 VAN - REIT INDEX FUND ADMIRAL AT COST 704621 704621 VAN - TOTAL STOCK MARKET INDEX FUND AT COST 4117581 4117581 VAN - INTERNATIONAL GROWTH FUND ADMIRAL AT COST 970719 970719 VAN - INTERNATIONAL VALUE FUND AT COST 1149837 1149837 VAN- TOTAL INTERNATIONAL STOCK INDEX ADMIRAL AT COST 2384272 2384272 NET ASSET ADJUSTMENT 9576 OFFICE SUPPLIES 406 203 203 SOFTWARE FEES 4627 2313 2313 BROKERAGE FEES 33252 33252 0 EXCISE TAXES 56434 0 0