2025-04-18T09:50:20-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2023-07-01 392016506 FULCRUM FOUNDATION INC FULC 7157487507 135 SOUTH GIBSON ST MEDFORD WI 54451 JOHN LANGE BOARD CHAIRPERSON 7157487507 2025-04-17 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-03-28 2023 2025-03-06 01:10:19Z X 28934763 X X 794609 794609 357274 2538360 357274 1151883 1151883 0 0 0 1600 800 800 41542 1731 39811 40357 0 0 21 0 0 3934 0 3934 87454 2531 44545 1841085 1841085 1928539 2531 1885630 -776656 1149352 531019 90631 90631 12771610 14295361 14295361 10933531 10954018 10954018 3296499 3573322 3573322 15683 21431 21431 27548342 28934763 28934763 802 3063 2500 3302 3063 X 27545040 28931700 27545040 28931700 27548342 28934763 27545040 -776656 2163316 28931700 0 28931700 PUBLICLY TRADED SECURITIES P 2325144 2181086 144058 144058 CAPITAL GAINS DIVIDENDS P 213216 213216 213216 357274 15976 0 15976 0 15976 20000 0 0 0 20000 X 358 3666 3666 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.FULCRUMFOUND.ORG AMANDA LANGE 7157488100 135 SOUTH GIBSON STREET MEDFORD WI 54451 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMANDA LANGE 135 SOUTH GIBSON ST MEDFORD WI 54451 EXECUTIVE DIRECTOR 1.00 0 0 0 JOHN LANGE 135 SOUTH GIBSON ST MEDFORD WI 54451 CHAIRPERSON 1.00 0 0 0 CANDICE GRUNSETH 135 SOUTH GIBSON ST MEDFORD WI 54451 VICE CHAIRPERSON 1.00 0 0 0 JASON STELIGA 135 SOUTH GIBSON ST MEDFORD WI 54451 TREASURER 1.00 0 0 0 RANDY JUEDES 135 SOUTH GIBSON ST MEDFORD WI 54451 SECRETARY 1.00 0 0 0 COLTON FREIBERG 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 COURTNEY GRAFF 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 LEN HAMMAN 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 DALE HUSTEDT 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 WILLIAM KLINGBEIL 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 BETH VAN DER BERG 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 RANDI WERNER 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 27727762 199637 0 27927399 0 0 27927399 418911 27508488 1375424 1375424 15976 15976 1359448 0 1359448 0 1359448 1885630 0 1885630 1359448 590434 0 0 1885630 590434 0 0 1295196 0 0 0 0 0 0 0 0 64252 0 0 0 AMANDA LANGE 135 S GIBSON ST MEDFORD WI 54451 7157487507 AMANDA.LANGE@FULCRUMFOUND.ORG WEBSITE: HTTPS://WWW.FULCRUMFOUND.ORG/RFP-PROCESS-INFORMATION LETTERS OF INTEREST SHOULD INCLUDE THE FOLLOWING: -PROJECT SUMMARY STATEMENT -STATEMENT OF NEED THE "WHY" OF THE PROJECT -PROJECT ACTIVITY THE "WHAT AND "HOW" OF THE PROJECT -EXPECTED PROJECT OUTCOMES -CREDENTIALS WHY IS YOUR ORGANIZATION BEST POSITIONED TO CARRY OUT THIS PROJECT? -BUDGET GENERAL DESCRIPTION OF THE PROJECT FUNDING NEEDS AND TOTAL AMOUNT REQUESTED -COPY OF ORGANIZATION'S MOST RECENT YEAR'S 990 TAX FILING TO FACILITATE THE REVIEW PROCESS, ONLY APPLICATIONS SUBMITTED CONTINUED: ELECTRONICALLY AS ATTACHMENTS VIA EMAIL TO AMANDA.LANGE@FULCRUMFOUND.ORG IF YOUR PROJECT IS SUCCESSFUL IN OUR PHASE I INITIAL REVIEW PROCESS, YOU WILL BE INVITED TO SUBMIT ADDITIONAL INFORMATION AND PRESENT YOUR IDEA IN PERSON IN PHASE II. SPRING AWARD: APRIL FALL AWARD: OCTOBER FUNDS MAY NOT BE USED FOR: -ENTERTAINMENT OR ALCOHOLIC BEVERAGES -LOBBYING -PROJECTS CONDUCTED OUTSIDE OF THE FULCRUM FOUNDATION SERVICE AREA (RESIDENTS OF TAYLOR COUNTY, THE SOUTHERN HALF OF PRICE COUNTY OR WITHIN 25 MILES OF MEDFORD, WISCONSIN) -REIMBURSEMENT SOLELY FOR PATIENT CARE OR CLINICAL SERVICE DELIVERY -SUPPLANTING FUNDS OR RESOURCES THAT ARE AVAILABLE FROM OTHER SOURCES -INDIRECT COSTS SUCH AS ONGOING OPERATING EXPENSES OF AN ORGANIZATION'S ROUTINE FUNCTIONS AND PRINCIPAL PROGRAMS OR DEBT REDUCTION (UNLESS THERE IS AN ACCEPTABLE SUSTAINABILITY PLAN ACCOMPANYING THE REQUEST) GILMAN SCHOOL DISTRICT 325 N 5TH AVE GILMAN WI 54433 N/A GOV GENERAL SUPPORT 270000 PRENTICE SCHOOL DISTRICT 1025 TOWN ST PRENTICE WI 54556 N/A GOV TRACK RENOVATION 250000 RIB LAKE SCHOOL DISTRICT 1236 KENNEDY ST RIB LAKE WI 54470 N/A GOV TRACK RENOVATION 222500 WESTBORO FIRE DEPARTMENT W4941 CENTER ST WESTBORO WI 54490 N/A GOV SCBA GEAR AND FIRE ENGINE 186000 STETSONVILLE FIRE DEPARTMENT 532 E COUNTY RD STETSONVILLE WI 54480 N/A GOV ENGINE 401 REPLACEMENT 175000 ASPIRUS HEALTH FOUNDATION 425 PINE RIDGE BLVD 102 WAUSAU WI 54401 N/A PC GENERAL SUPPORT 100000 STEPPING STONES 1602 STOUT RD MENOMONIE WI 54751 N/A PC BUILDING RENOVATIONS 92000 OGEMA PIONEER PARK COMMITTEE N1839 COUNTY ROAD G OGEMA WI 54459 N/A INCLUSIVE PLAYGROUND 84000 MEDFORD AREA SCHOOL DISTRICT 124 W STATE ST MEDFORD WI 54451 N/A GOV CARES MODEL 75485 MEDFORD CHAMBER OF COMMERCE 104 E PERKINS ST MEDFORD WI 54451 N/A PC BANDSHELL PROJECT 70000 TAYLOR COUNTY EMERGENCY MANAGEMENT 224 S 2ND ST MEDFORD WI 54451 N/A GOV WATER RESCUE RESPONSE TEAM EQUIPMENT 70000 MEDFORD CURLING CLUB 525 S WHELEN AVE MEDFORD WI 54451 N/A ROOF REPLACEMENT 53000 OWEN-WITHEE SCHOOL DISTRICT 832 W 3RD ST PO BOX 417 OWEN WI 54460 N/A GOV FITNESS CENTER PHASE I 45000 FRIENDS OF RIB LAKE 655 PEARL ST RIB LAKE WI 54470 N/A PC BANDSHELL - RIB LAKE ICE AGE PARK 45000 TAYLOR COUNTY COMMISSION ON AGING 845B EAST BROADWAY AVE MEDFORD WI 54451 N/A GOV VEHICLE(S) PURCHASE 35000 NEIGHBOR TO NEIGHBOR 62 S 3RD AVE PO BOX 626 STURGEON BAY WI 54235 N/A PC ALUMINUM HANDICAP RAMPS 30000 MEDFORD CITY BASEBALL PO BOX 143 MEDFORD WI 54451 N/A MEDFORD CITY BASEBALL PROJECT 25600 PHILLIPS YOUTH BASEBALL 115 BALLPARK DR PHILLIPS WI 54555 N/A PHILLIPS BASEBALL PARK 12500 1841085 0 14 794609 18 357274 0 1151883 0 1151883 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND AUDIT FEES 1600 800 800 PIMCO TOTAL RETURN INSTL 1372970 1372970 PIMCO COMMODITIES PLUS STRATEGY INSTL 787649 787649 VANGUARD TOTAL BOND MARKET INSTL 1330625 1330625 LOOMIS SAYLES INVST GRADE BOND CL Y 1507325 1507325 LORD ABBETT FLOATING RATE FUND CL F3 402860 402860 WESTERN ASSET CORE PLUS BOND FUND INSTL 1270645 1270645 JPMORGAN CORE PLUS BOND CLASS I 1397096 1397096 DODGE & COX GLOBAL BOND FUND CL I 937565 937565 BAIRD INTER BOND FD INSTL CL 624781 624781 MFS EMERGING MARKETS DEBT FUND CL R6 1322502 1322502 AB LARGE CAP GROWTH ADVISOR CLASS 1208501 1208501 MFS MID CAP GROWTH FUND CL R6 967927 967927 JPMORGAN U.S. EQUITY FUND CLASS R6 1396492 1396492 MORGAN STANLEY INTL ADVANTAGE CL I 486828 486828 JOHN HANCOCK DISCIPLINED VALUE MIDCAP I 888929 888929 TRANSAMERICA INTL EQUITY CL I 383424 383424 MFS INTERNATIONAL EQUITY FUND CL R6 412834 412834 VANGUARD EQUITY INCOME ADMIRAL FD 1184545 1184545 FIDELITY LARGE CAP GROWTH INDEX FUND 1259457 1259457 DODGE & COX STOCK CL I 1253595 1253595 DODGE & COX INTERNATL STOCK CL I 399629 399629 VANGUARD S&P SMALL-CAP 600 INDEX ISNTL 1500947 1500947 CAUSEWAY EMERGING MARKETS FUND - INSTL 437361 437361 VANGUARD TOTAL STOCK MARKET INSTL 1349758 1349758 FID ADV EMERGING MARKETS FUND CL Z 457820 457820 MFS INERNATIOAL INTRINSIC VALUE R6 707314 707314 ISHARES TR US TREAS BD ETF FMV 605661 605661 ISHARES TR MSCI USA QLT FCT FMV 1369289 1369289 SCHWAB US DIVIDEND EQUITY ETF FMV 1270263 1270263 FIMM GOVERNMENT PORTFOLIO: INSTL CL FMV 1512 1512 FIDELITY GOVERNMENT CASH RESERVES FMV 5142 5142 WISDOMTREE TR FLOATNG RAT TREA FMV 321455 321455 ACCRUED INTEREST RECEIVABLE 15683 21431 21431 INSURANCE 3934 0 3934 UNREALIZED GAINS 2163316 MANAGEMENT FEES 36800 1020 35780 CONTRACT AND CONSULTING SERVICES 4742 711 4031 EXCISE TAX 40357 0 0