2024-09-16T13:28:23-05:00 2023-12-31 862009018 ELEVATE ACCOUNTING LLC 2214 OMRO RD OSHKOSH WI 549047710 990PF 2023-01-01 391998578 JEK FOUNDATION INC JEKF 9204202507 PO BOX 49 OSHKOSH WI 54903 GERALD STADTMUELLER PRESIDENT 9204202507 2024-09-16 1 0 JOEL STADLER CPA CMA MBA P00426009 9203856340 2024-09-16 2023 2024-08-08 14:25:15Z X 34346749 X X 38768 38768 473249 473249 2719495 79805063 2719495 20988 0 0 3252500 3231512 0 135250 67625 0 67625 6789 3395 0 3394 49824 49824 0 0 12822 3787 0 3787 19209 12584 0 0 223894 137215 0 74806 1632750 1632750 1856644 137215 0 1707556 1395856 3094297 0 2571282 7401446 7401446 27031 28338 28338 27528299 24203262 26327178 2003632 1893054 578272 12147 12147 11515 32142391 33538247 34346749 0 0 X 0 0 0 0 32142391 33538247 32142391 33538247 32142391 33538247 32142391 1395856 0 33538247 0 33538247 SCHWAB #1351 CAPITAL GAIN DISTRIBUTIONS 2023-12-31 5116 5116 5116 SCHWAB #1351 2023-12-31 79205633 76413234 2792399 2792399 SCHWAB #7135 2023-12-31 594314 672334 -78020 -78020 2719495 0 43011 0 43011 0 43011 53080 0 0 0 53080 0 10069 10069 0 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 N/A GERALD STADTMUELLER 9204202507 PO BOX 49 OSHKOSH WI 54903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GERALD J STADTMUELLER PO BOX 49 OSHKOSH WI 54903 PRESIDENT 30.00 99000 0 0 PETER J LANG PO BOX 49 OSHKOSH WI 54903 TRUSTEE 5.00 12250 0 0 COURTNEY E LASKY PO BOX 49 OSHKOSH WI 54903 TRUSTEE 5.00 12000 0 0 CATHERINE S LUTHER PO BOX 49 OSHKOSH WI 54903 TRUSTEE 5.00 12000 0 0 NONE 0 NONE 0 0 26781540 6359513 588776 33729829 0 0 33729829 505947 33223882 1661194 1661194 43011 140 43151 1618043 0 1618043 0 1618043 1707556 0 1707556 1618043 1632562 0 0 1707556 1632562 0 0 74994 0 0 0 0 0 0 0 0 1543049 0 0 0 GERALD J STADTMUELLER PO BOX 49 OSHKOSH WI 54903 9204202507 STADTMUELLERJ@JEKFDNOSHKOSH.ORG APPLICATIONS MUST BE SUBMITTED IN WRITING, PREFERABLY BY EMAIL, ALONG WITH THE NAME AND ADDRESS OF THE APPLICANT AND A DESCRIPTION OF HOW THE FUNDS WILL BE USED. JEK FOUNDATION, INC. DOES NOT RESPOND TO PHONE INQUIRIES REGARDING PROSPECTIVE GRANTS. EMAIL INQUIRIES MAY BE SUBMITTED TO STADTMUELLER@JEKFDNOSHKOSH.ORG. OCTOBER 31 NONE VAN DYNE FIRE DEPARTMENT W6931 COUNTY ROAD N VAN DYNE WI 54979 NONE PC UNRESTRICTED OPERATING FUNDS 3000 OSHKOSH AREA SCHOOL DISTRICT EDU FDN 215 SOUTH EAGLE STREET OSHKOSH WI 54902 NONE PC ARTS GRANT 10000 OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 NONE PC STUDENTS JAM FUND 10000 NOVA COUNSELING SERVICES 3240 JACKSON STREET OSHKOSH WI 54901 NONE PC SPRINKLER SYSTEM 40000 NEKIMI FIRE DEPT 3790 PICKETT ROAD OSHKOSH WI 54904 NONE PC UNRESTRICTED OPERATING FUNDS 1250 THE TEACHERS' CLOSET INC 240 W 9TH AVENUE OSHKOSH WI 54902 NONE PC UNRESTRICTED OPERATING FUNDS 15000 COVEY INC 2200 ALGOMA BOULEVARD OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 25000 HEADSUP FOX CITIES 322 BROAD STREET OSHKOSH WI 54952 NONE PC UNRESTRICTED OPERATING FUNDS 10000 EAA AVIATION FOUNDATION 3000 POBEREZNY ROAD OSHKOSH WI 54902 NONE PC CAPITAL CAMPAIGN 20000 OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 NONE PC GOOD SAMARITAN 25000 FRIENDS OF OSHKOSH PARKS PO BOX 3894 OSHKOSH WI 54903 NONE PC CELEBRATION OF LIGHTS 3500 COMMUNITY FOR HOPE 2700 W 9TH AVENUE STE 100 OSHKOSH WI 54904 NONE PC UNRESTRICTED OPERATING FUNDS 30000 OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 NONE PC BID HORTICULTURIST 25000 HABITAT FOR HUMANITY PO BOX 2692 OSHKOSH WI 54903 NONE PC UNRESTRICTED OPERATING FUNDS 75000 DAY BY DAY WARMING SHELTER 449 HIGH AVENUE OSHKOSH WI 54901 NONE PC CAPITAL CAMPAIGN 25000 GREATER OSHKOSH HEALTHY NEIGHBOORHOODS 100 N MAIN STREET STE 103 OSHKOSH WI 54903 NONE PC UNRESTRICTED OPERATING FUNDS 65000 FRIENDS OF PUBLIC TELEVISION WISCONSIN 821 UNIVERSITY AVENUE STE 1076 MADISON WI 53076 NONE PC UNRESTRICTED OPERATING FUNDS 40000 OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 NONE PC COTS CAMPAIGN 100000 BOYS AND GIRLS CLUB OF OSHKOSH 501 PARKWAY AVENUE OSHKOSH WI 54901 NONE PC CAPITAL CAMPAIGN 100000 OSHKOSH COMMUNITY YMCA 324 WASHINGTON AVENUE OSHKOSH WI 54901 NONE PC CAPITAL CAMPAIGN 150000 GO-EDC FOUNDATION 100 N MAIN STREET STE 104 OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 84000 PAINE ART CENTER AND GARDENS 1410 ALGOMA BOULEVARD OSHKOSH WI 54901 NONE PC HVAC PROJECT 50000 WINNEBAGO AREA LITERACY COUNCIL 106 WASHINGTON AVENUE OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 20000 THE TEACHERS' CLOSET INC 240 W 9TH AVENUE OSHKOSH WI 54902 NONE PC UNRESTRICTED OPERATING FUNDS 2500 TRI-COUNTY DENTAL CLINIC 9 TRI-PARK WAY APPLETON WI 54914 NONE PC UNRESTRICTED OPERATING FUNDS 15000 OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON STREET OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 100000 CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BOULEVARD OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 10000 CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BOULEVARD OSHKOSH WI 54901 NONE PC INSTALLMENT #1 OF 5 FOR CAPITAL CAMPAIGN 100000 OSHKOSH COMMUNITY YMCA 324 WASHINGTON AVENUE OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 50000 WINNEBAGO COUNTY HISTORICAL SOCIETY 234 CHURCH AVENUE OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 5000 SOLUTIONS RECOVERY CLUB 621 EVANS STREET OSHKOSH WI 54901 NONE PC INSTALLMENT #1 OF 5 FOR CAPITAL CAMPAIGN 50000 SAMARITAN COUNSELING FOX VALLEY INC 1205 PROVINCE TERRACE MENASHA WI 54952 NONE PC UNRESTRICTED OPERATING FUNDS 40000 SOLUTIONS RECOVERY CLUB 621 EVANS STREET OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 25000 OSHKOSH AREA UNITED WAY 21 W NEW YORK AVENUE OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 75000 NOVA COUNSELING SERVICES 3240 JACKSON STREET OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 30000 JOURNEY TOGETHER SERVICE DOGS INC PO BOX 2205 OSHKOSH WI 54903 NONE PC UNRESTRICTED OPERATING FUNDS 2500 MILITARY VETERANS MUSEUM PO BOX 2194 OSHKOSH WI 54903 NONE PC UNRESTRICTED OPERATING FUNDS 5000 GRAND OPERA HOUSE FOUNDATION PO BOX 1004 OSHKOSH WI 54903 NONE PC UNRESTRICTED OPERATING FUNDS 50000 DAY BY DAY WARMING SHELTER 449 HIGH AVENUE OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 10000 BOYS AND GIRLS CLUB OF OSHKOSH 501 PARKWAY AVENUE OSHKOSH WI 54901 NONE PC UNRESTRICTED OPERATING FUNDS 50000 APRICITY 1010 STROHMEYER DRIVE NEENAH WI 54956 NONE PC UNRESTRICTED OPERATING FUNDS 10000 OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO STREET STE 100 OSHKOSH WI 54902 NONE PC JEK FOUNDATION DONOR ADVISED FUND 76000 1632750 0 14 38768 14 473249 18 2719495 ALTUS REALTY INCOME FUND, LLC 532000 -11581 ARDEN REAL ESTATE PARTNERS II LP 532000 21012 FEDERAL TAX REFUND 900099 10635 NORTH CAROLINA TAX REFUND 900099 734 WISCONSIN TAX REFUND 900099 188 20988 3231512 0 3252500 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6789 3395 0 3394 INVESTMENTS - 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