2024-05-09T08:52:26-05:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2022-07-01 392016506 FULCRUM FOUNDATION INC FULC 7157487507 135 SOUTH GIBSON ST MEDFORD WI 54451 AMANDA LANGE EXECUTIVE DIRECTOR 7157487507 2024-04-14 1 AMANDA LANGE 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-04-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X X 27548342 X X 869653 869653 -214768 5900994 524099 654885 1393752 0 0 0 2335 1168 1167 16120 2418 13702 6599 0 6599 25054 3586 21468 663883 663883 688937 3586 685351 -34052 1390166 20013121 531019 531019 763626 5920526 12771610 12771610 0 10933531 10933531 -135474 3296499 3296499 3420 15683 15683 26565219 27548342 27548342 4933 802 2500 2500 7433 3302 X 26557786 27545040 26557786 27545040 26565219 27548342 26557786 -34052 1021306 27545040 0 27545040 PUBLICLY TRADED SECURITIES P 5547630 5376895 170735 170735 CAPITAL GAINS DIVIDENDS P 353364 353364 353364 524099 19323 0 19323 0 19323 0 0 33000 0 33000 X 1034 12643 12643 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 RANDY JUEDES 135 SOUTH GIBSON ST MEDFORD WI 54451 SECRETARY 1.00 0 0 0 JASON STELIGA 135 SOUTH GIBSON ST MEDFORD WI 54451 TREASURER 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 WILLIAM KLINGBEIL 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 EMILY TRACEY 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 DALE HUSTEDT 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 25293196 1003404 0 26296600 0 0 26296600 394449 25902151 1295108 1295108 19323 19323 1275785 0 1275785 0 1275785 685351 0 685351 1275785 0 0 0 685351 0 0 0 685351 0 0 0 0 0 0 0 0 590434 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) TAYLOR COUNTY SUPPORTIVE HOUSING PO BOX 471 MEDFORD WI 54451 N/A PC GENERAL SUPPORT 28200 MEDFORD AREA SCHOOL DISTRICT 124 W STATE ST MEDFORD WI 54451 N/A GOV GENERAL SUPPORT 140462 GILMAN SCHOOL DISTRICT 325 N 5TH AVE GILMAN WI 54433 N/A GOV GENERAL SUPPORT 100000 RAINBOW GYMNASTICS INC PO BOX 61 MEDFORD WI 54451 N/A PC GENERAL SUPPORT 37000 RIB LAKE SCHOOL DISTRICT 1236 KENNEDY ST RIB LAKE WI 54470 N/A GOV GENERAL SUPPORT 162500 SAND BOX INC 664 CEDAR ST MEDFORD WI 54451 N/A PC GENERAL SUPPORT 39200 SERENE COUNSELING LLC 148 S AVON AVE PHILLIPS WI 54555 N/A NC GENERAL SUPPORT 1521 TAYLOR COUNTY HUMAN SERVICES 540 COLLEGE ST MEDFORD WI 54451 N/A GOV GENERAL SUPPORT 75000 TAYLOR COUNTY LITERACY COUNCIL PO BOX 53 MEDFORD WI 54451 N/A PC GENERAL SUPPORT 25000 TAYLOR COUNTY DRUG OPPOSITION PARTNERS INC 124 W STATE ST MEDFORD WI 54451 N/A PC GENERAL SUPPORT 25000 ASPIRUS MEDFORD FOUNDATION INC 135 S GIBSON ST MEDFORD WI 54451 N/A PC GENERAL SUPPORT 10000 ASPIRUS INC 333 PINE RIDGE BLVD WAUSAU WI 54401 N/A PC GENERAL SUPPORT 20000 663883 0 14 869653 01 -214768 0 654885 0 654885 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND AUDIT FEES 2335 1168 1167 LOSS ON BUYOUT OF AES PURCHASED 520603 COST 0 -520603 LOSS ON SALE OF INTEREST IN AES PURCHASED 218264 COST 0 -218264 BAIRD INTER BOND FD INSTL CL 628303 628303 CAPITAL WORLD BOND FUND F3 445083 445083 DODGE & COX GLOBAL BOND FUND CL I 490776 490776 JPMORGAN CORE PLUS BOND CLASS I 1417343 1417343 LOOMIS SAYLES INVST GRADE BOND CL Y 1506412 1506412 LORD ABBETT FLOATING RATE FUND CL F3 382530 382530 MFS EMERGING MARKETS DEBT FUND CL R6 1272577 1272577 PIMCO TOTAL RETURN INSTL 1387455 1387455 PIMCO COMMODITIES PLUS STRATEGY INSTL 720938 720938 VANGUARD TOTAL BOND MARKET INSTL 1365395 1365395 WESTERN ASSET CORE PLUS BOND FUND INSTL 1316719 1316719 FID ADV EMERGING MARKETS FUND CL Z 419282 419282 FIDELITY LARGE CAP GROWTH INDEX FUND 994342 994342 AB LARGE CAP GROWTH ADVISOR CLASS 966691 966691 CAUSEWAY EMERGING MARKETS FUND - INSTL 367471 367471 DODGE & COX INTERNATL STOCK CL I 584208 584208 DODGE & COX STOCK CL I 1111022 1111022 JOHN HANCOCK DISCIPLINED VALUE MIDCAP I 828577 828577 JPMORGAN U.S. EQUITY FUND CLASS R6 1164441 1164441 MFS INERNATIOAL INTRINSIC VALUE R6 664388 664388 MFS MID CAP GROWTH FUND CL R6 881464 881464 MORGAN STANLEY INTL ADVANTAGE CL I 513417 513417 TRANSAMERICA INTL EQUITY CL I 567503 567503 VANGUARD EQUITY INCOME ADMIRAL FD 1091996 1091996 VANGUARD S&P SMALL-CAP 600 INDEX ISNTL 1457661 1457661 VANGUARD TOTAL STOCK MARKET INSTL 1159147 1159147 FIMM GOVERNMENT PORTFOLIO: INSTL CL FMV 1435 1435 ISHARES TR MSCI USA QLT FCT FMV 1126841 1126841 SCHWAB US DIVIDEND EQUITY ETF FMV 1217488 1217488 ISHARES TR US TREAS BD ETF FMV 628879 628879 WISDOMTREE TR FLOATNG RAT TREA FMV 321213 321213 FIDELITY GOVERNMENT CASH RESERVES FMV 643 643 ACCRUED INTEREST RECEIVABLE 3420 15683 15683 LICENSES AND FEES 2690 0 2690 INSURANCE 3909 0 3909 UNREALIZED GAINS 828464 AES EQUITY ADJUSTMENT 192842 MANAGEMENT FEES 6800 1020 5780 CONTRACT AND CONSULTING SERVICES 9320 1398 7922