THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC (EIN 39-1923558)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349106703
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:59:49-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391923558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT D AND PATRICIA E KERN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2629686838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C RAHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2629686838 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | RAHN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $688,020,368 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,246,474 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,493,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,493,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,006,405 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,528,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,006,405 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,305,079 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,033,177 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $44,051,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,532,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,334,523 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $156,514 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,178,009 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,563,611 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $30,839 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,532,772 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,224,947 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $43,854 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,181,093 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,401 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,401 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,754 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,377 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,377 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,975,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,751,319 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $223,855 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $472,752 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $34,260 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,260 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,646,194 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,646,194 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,987 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,987 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,214,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,214,828 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,518,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,001,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,043,776 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,232,766 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,232,766 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,751,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,001,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,276,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,699,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,531,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,090 | CashBOYAmt |
| Cash EOY | $36,578 | CashEOYAmt |
| Cash EOYFMV | $36,578 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,767,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,314,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,314,265 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $355,920,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $287,411,822 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $287,411,822 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $97,667,853 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,377,906 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $75,377,906 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $293,870,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $320,879,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $320,879,797 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $759,382,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $688,020,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $688,020,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $759,382,340 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $688,020,368 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $759,382,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $688,020,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $759,382,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $688,020,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $759,382,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,699,908 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $754,682,432 | SubtotalAmt |
| Other Decreases | $66,662,064 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $688,020,368 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| VARIOUS STOCKS AND BONDS | $86,820,061 | $86,522,444 | $297,617 | $297,617 |
| GAINS REPORTED ON K-1S AND PARTNERSHIPS | $10,708,788 | $10,708,788 | $10,708,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,006,405 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $354,881 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $354,881 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $354,881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $225,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9,250 | EsPenaltyAmt |
| Tax Due | $139,131 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KFFDN.ORG | WebsiteAddressTxt |
| Individual With Books | MR MICHAEL W SENSKE | IndividualWithBooksNm |
| Phone | 2629686838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BODE KYLE R | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | VICE PRESIDENT | 40.00 | $345,288 | $59,224 | $0 |
| GRABER RICHARD | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| HANSON GAIL | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $3,500 | $0 | $0 |
| KERN ROBERT D | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| PETERSON MARCIA | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & CHAIRMAN OF THE BOARD | 10.00 | $0 | $0 | $0 |
| PIERSON WARREN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| RAHN JAMES C | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & PRESIDENT | 40.00 | $646,731 | $60,599 | $0 |
| RAMIREZ AUSTIN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| ROELL STEVEN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| SENSKE MICHAEL W | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | CFO & TREASURER | 40.00 | $329,504 | $62,794 | $0 |
| TABAT DAWN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PURVIS ELIZABETH | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $263,123 | $63,149 | $0 |
| STAWSKI CHRISTOPHER | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $206,990 | $51,452 | $0 |
| DOUG MELTON | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $198,269 | $47,661 | $0 |
| KAREN WILKEN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $176,215 | $48,750 | $0 |
| ZWISLER STASIA | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $168,735 | $52,298 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 23 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| RURAL SOURCING INC | ||||||
| 817 W PEACHTREE ST NW SUITE M100 | ATLANTA | GA | 30308 | CONSULTING | $553,116 | |
| PGIM REAL ESTATE | ||||||
| 7 GIRALDA FARMS | MADISON | NJ | 07940 | INVESTMENT ADVISORY | $398,697 | |
| FRED ALGER MANAGEMENT INC | ||||||
| 111 FIFTH AVENUE | NEW YORK | NY | 10003 | INVESTMENT ADVISORY | $305,416 | |
| PGIM PRIVATE CAPITAL | ||||||
| 180 NORTH STETSON SUITE 5600 | CHICAGO | IL | 60601 | INVESTMENT ADVISORY | $266,653 | |
| FIDUCIARY MANAGEMENT INC | ||||||
| 100 EAST WISCONSIN AVENUE SUITE | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $257,460 | 2200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 16 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FRANKLINCOVERY CLIENT SALES INC. - CONSULTING TO EXPAND THE LEADER IN ME NETWORK | Description1Txt |
| Expenses1 | $2,500,000 | Expenses1Amt |
| Description2 | MAINTENANCE AND ENHANCEMENT OF KEEN DIGITAL PLATFORM FOR USE BY THE THE KEEN NETWORK OF OVER 5,600 USERS | Description2Txt |
| Expenses2 | $814,506 | Expenses2Amt |
| Description3 | FACULTY DEVELOPMENT - 12 CONFERENCES CONVENED TO TRAIN FACULTY WITHIN THE KEEN NETWORK WITH 131 GRANTEES IN ATTENDANCE | Description3Txt |
| Expenses3 | $789,937 | Expenses3Amt |
| Description4 | FWE PROGRAM NETWORK CONFERENCES - HOSTED 8 EVENTS IN 2022 WITH A TOTAL OF 218 GRANTEES IN ATTENDANCE | Description4Txt |
| Expenses4 | $495,876 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $366,796,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $320,702,473 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $687,603,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $687,603,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,314,054 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $677,289,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,864,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,864,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $354,881 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $98 | IncomeTaxAmt |
| Total Tax | $354,979 | TotalTaxAmt |
| Distributable Before Adj | $33,509,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $661,792 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,171,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,171,290 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,276,542 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,276,542 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,171,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,076,998 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,009,234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,200,664 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,262,866 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,444,829 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,994,591 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,276,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,171,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,105,252 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,099,843 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,076,998 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,022,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,009,234 | ExcessFromYear4Amt |
| Excess From Year3 | $23,200,664 | ExcessFromYear3Amt |
| Excess From Year2 | $30,262,866 | ExcessFromYear2Amt |
| Excess From Year1 | $39,444,829 | ExcessFromYear1Amt |
| Excess From Current Year | $11,105,252 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KERN ROBERT D | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL ADAMS INSTITUTE INC | ||||||||
| 14 ARROW STREET SUITE G 10 | CAMBRIDGE | MA | 02138 | NONE | PC | PILOT OF THE PRACTICAL WISDOM GROUP'S LCC'S LEADERSHIP EDUCATION PROGRAM AND A COMPANION HANDBOOK | $150,000 | |
| ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY | ||||||||
| 98 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | NONE | PC | FWE FOCUSED PROGRAMMING, CONFERENCES | $1,600,000 | |
| AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES | ||||||||
| 1818 R ST NW | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT FOR THE CLTE | $600,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||
| 300 E UNIVERSITY DR | TEMPE | AZ | 85281 | NONE | PC | IMPLEMENTING PRINCIPLED INNOVATION AS THE 9TH DESIGN PRINCIPLE AT ASU; EMBEDDING EM INSTITUTIONALLY | $1,735,000 | |
| ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION INC | ||||||||
| 2626 ALUMNI BLVD | JONESBORO | AR | 72401 | NONE | PC | INTEGRATE CHARACTER WITHIN EDUCATION SCHOOL | $150,000 | |
| ASSEMBLIES OF GOD THEOLOGICAL SEMINARY | ||||||||
| 1435 NORTH GLENSTONE AVENUE | SPRINGFIELD | MO | 65802 | NONE | PC | GROW APDP | $130,000 | |
| AZUSA PACIFIC UNIVERSITY | ||||||||
| PO BOX 7000 901 E ALOSTA AVENUE | AZUSA | CA | 91702 | NONE | PC | IMPLEMENT APDP | $93,745 | |
| BAYLOR UNIVERSITY | ||||||||
| 1311 S 5TH ST | WACO | TX | 76706 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |
| BELMONT UNIVERSITY | ||||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PC | INFUSE CHARACTER EDUCATION ACROSS BELMONT UNIVERSITY | $400,000 | |
| BES INC | ||||||||
| 131 DARTMOUTH ST FLOOR 3 | BOSTON | MA | 02116 | NONE | PC | EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS | $480,000 | |
| BIOLA UNIVERSITY INC | ||||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | NONE | PC | GROW APDP | $53,385 | |
| BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA | ||||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | NONE | GOV | SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING | $598,381 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PC | SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) | $500,000 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | ||||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | NONE | PC | CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES | $605,726 | |
| BUCKNELL UNIVERSITY | ||||||||
| 235 DANA ENGINEERING BLDG | LEWISBURG | PA | 17837 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |
| CAMPBELL UNIVERSITY | ||||||||
| 450 LESLIE CAMPBELL AVE | BUIS CREEK | NC | 27506 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| CATHOLIC MEMORIAL HIGH SCHOOL OF WAUKESHA INC | ||||||||
| 221 SOUTH HARTWELL AVENUE | WAUKESHA | WI | 53186 | NONE | PC | OPERATING EXPENSES | $25,000 | |
| CENTER FOR URBAN TEACHING INC | ||||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | PC | SUPPORT LEADERSHIP DEVELOPMENT PROGRAM | $490,308 | |
| CHARACTER LAB INC | ||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | NONE | PC | CHARACTER FOCUSED CONTENT AND PROGRAMMING | $692,900 | |
| CITADEL FOUNDATION | ||||||||
| 171 MOULTRIE STREET | CHARLESTON | SC | 29409 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| CLARKSON UNIVERSITY | ||||||||
| 8 CLARKSON AVE | POTSDAM | NY | 13699 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| CONCORDIA UNIVERSITY | ||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PC | IMPLEMENT APDP | $580,000 | |
| CROWN COLLEGE | ||||||||
| 8700 COLLEGE VIEW DRIVE | ST BONIFACIUS | MN | 55375 | NONE | PC | GROW APDP | $100,000 | |
| DR HOWARD FULLER COLLEGIATE ACADEMY INC | ||||||||
| 4030 NORTH 29TH STREET | MILWAUKEE | WI | 53216 | NONE | PC | OPERATING EXPENSES | $25,000 | |
| DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $80,000 | |
| DUKE UNIVERSITY | ||||||||
| 146 LANGFORD BUILDING PO BOX 90968 | DURHAM | NC | 27708 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $24,913 | |
| FLORIDA GULF COAST UNIVERSITY BOARD OF TRUSTEES | ||||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| FLORIDA INSTITUTE OF TECHNOLOGY INC | ||||||||
| 150 WEST UNIVERSITY BOULEVARD | MELBOURNE | FL | 32901 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $23,336 | |
| FOUNDATION FOR ECONOMIC EDUCATION INC | ||||||||
| 1718 PEACHTREE SUITE 1048 | ATLANTA | GA | 30309 | NONE | PC | PROGRAM SUPPORT | $362,500 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | ||||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | PC | CAPACITY BUILDING | $250,000 | |
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | ||||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| FRESNO PACIFIC UNIVERSITY | ||||||||
| 1717 S CHESTNUT AVE | FRESNO | CA | 93702 | NONE | PC | IMPLEMENT APDP | $137,750 | |
| GEORGE FOX UNIVERSITY | ||||||||
| 414 N MERIDIAN ST | NEWBERG | OR | 97132 | NONE | PC | IMPLEMENT A 5-YEAR BA/MDIV PROGRAM; EMBEDDING EM INSTITUTIONALLY | $116,000 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2121 STREET NW | WASHINGTON | DC | 20052 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $775,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | INCORPORATE CHARACTER IN EDUNOMICS LAB MATERIALS | $100,000 | |
| GEORGIA TECH FOUNDATION INC | ||||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | NONE | SO III FI | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| GORDON COLLEGE | ||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | NONE | PC | IMPLEMENT APDP | $114,000 | |
| GPS EDUCATION PARTNERS INC | ||||||||
| N19W24075 RIVERWOOD DRIVE SUITE 300 | WAUKESHA | WI | 53188 | NONE | PC | OPERATING EXPENSES | $25,000 | |
| GRACE SCHOOLS | ||||||||
| 200 SEMINARY DR | WINONA LAKE | IN | 46590 | NONE | PC | IMPLEMENT APDP | $102,500 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | IMPLEMENT APDP; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION; EMBEDDING EM INSTITUTIONALLY; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION | $685,000 | |
| GREAT MN SCHOOLS | ||||||||
| 1330 LAGOON AVE 4TH FLOOR | MINNEAPOLIS | MN | 55408 | NONE | PC | DEEPEN THE UNDERSTANDING OF CHARACTER EDUCATION AND SERVANT LEADERSHIP | $70,000 | |
| GREAT PUBLIC SCHOOLS FOR IOWA | ||||||||
| 666 WALNUT STREET SUITE 2000 | DES MOINES | IA | 50309 | NONE | PC | SUPPORT THE LAUNCH OF A CHARTER AUTHORIZER IN IOWA | $120,000 | |
| GREATHEARTS FOUNDATION | ||||||||
| 4801 EAST WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | NONE | SO I | SUPPORT THE EXPANSION OF THE GREAT HEARTS SCHOOL NETWORK; SUPPORT THE VIRTUE LEADERSHIP PROGRAM | $2,451,733 | |
| GREEN BAY AREA CATHOLIC EDUCATION INC | ||||||||
| ST NORBERT COLLEGE 1087 KELLOGG ST | GREEN BAY | WI | 54303 | NONE | PC | DEVELOP PRE-K THROUGH 12 CATHOLIC SCHOOL VIRTUES BASED PROGRAM | $24,400 | |
| HMONG AMERICAN PEACE ACADEMY LTD | ||||||||
| 4601 N 84TH ST | MILWAUKEE | WI | 53225 | NONE | PC | OPERATING EXPENSES | $25,000 | |
| HOPE INSTITUTE | ||||||||
| SAMFORD UNIVERSITY ORLEAN BEESON | BIRMINGHAM | AL | 35229 | NONE | PC | ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY | $175,000 | SCHOOL OF EDUCATION ROOM 415 800 LA |
| INDIANA WESLEYAN UNIVERSITY | ||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | NONE | PC | GROW APDP | $252,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | OPERATING EXPENSES | $250,000 | |
| JAMES MADISON UNIVERSITY FOUNDATION INC | ||||||||
| 1320 S MAIN STREET | HARRISONBURG | VA | 22807 | NONE | PC | DEVELOP AND ENHANCE EM STUDENT EXPERIENCES; EMBEDDING EM INSTITUTIONALLY | $134,032 | |
| JOHN JAY INSTITUTE FOR FAITH SOCIETY AND LAW INC | ||||||||
| PO BOX 28221 | PHILADELPHIA | PA | 19131 | NONE | PC | SUPPORT EXPANSION OF THE FELLOWS PROGRAM | $182,000 | |
| KINGDOM PREP LUTHERAN HIGH SCHOOL INC | ||||||||
| 2520 N WAUWATOSA AVENUE | WAUWATOSA | WI | 53213 | NONE | PC | OPERATING EXPENSES | $25,000 | |
| LAWRENCE TECHNOLOGICAL UNIVERSITY | ||||||||
| 21000 WEST TEN MILE ROAD | SOUTHFIELD | MI | 48075 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY | $275,000 | |
| LEHIGH UNIVERSITY | ||||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | PC | IMPLEMENT APDP; INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM | $415,000 | |
| LUTHERAN UNIVERSITY ASSOCIATION | ||||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| MICHIGAN TECH FUND | ||||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC | ||||||||
| 5001 N OAK TRAFFICWAY | KANSAS CITY | MO | 64118 | NONE | PC | GROW APDP | $33,000 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 52303 | NONE | PC | CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; EM FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY | $1,375,000 | |
| MINNESOTA STATE UNIVERSITY MANKATO | ||||||||
| 131 TRAFTON SCIENCE CENTER NORTH | MANKATO | MN | 56001 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| MONTANA STATE UNIVERSITY | ||||||||
| CULBERTSON HALL 100 | BOZEMAN | MT | 59717 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION INC | ||||||||
| UNIVERSITY HALL 4205 1 NORMAL AVE | MONTCLAIR | NJ | 07043 | NONE | PC | SUPPORT FOR POSTDOCTORAL FELLOW | $150,000 | |
| MTF FUND | ||||||||
| 10901 LOWELL AVE STE 130 | OVERLAND PARK | KS | 66210 | NONE | SO I | SUPPORT THE GROWTH AND IMPACT OF MTF; OPERATING EXPENSES | $2,951,500 | |
| NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING | ||||||||
| 1801 WEST END AVENUE SUITE 920 | NASHVILLE | TN | 37203 | NONE | PC | ACCELERATING CHARACTER EDUCATION AND DEVELOPMENT FOR LEADERS | $620,122 | |
| NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY | ||||||||
| 3939 GENTILLY BLVD | NEW ORLEANS | LA | 70126 | NONE | PC | IMPLEMENT APDP | $90,000 | |
| NEW SCHOOLS FOR ALABAMA | ||||||||
| 2 20TH ST N STE 1315 | BIRMINGHAM | AL | 35203 | NONE | PC | SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA | $905,000 | |
| NORTH AMERICAN BAPTIST SEMINARY | ||||||||
| 2100 SOUTH SUMMIT AVENUE | SIOUX FALLS | SD | 57105 | NONE | PC | GROW APDP | $128,200 | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| HOLLADAY HALL BOX 7001 | RALEIGH | NC | 27695 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $170,000 | |
| NORTHERN BAPTIST THEOLOGICAL SEMINARY | ||||||||
| 410 WARRENVILLE RD | LISLE | IL | 60532 | NONE | PC | IMPLEMENT APDP | $32,000 | |
| NORTHWEST NAZARENE UNIVERSITY INC | ||||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | NONE | PC | IMPLEMENT APDP | $111,000 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $45,000 | |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| OREGON TECH FOUNDATION INC | ||||||||
| 3201 CAMPUS DR | KLAMATH FALLS | OR | 97601 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| PALM BEACH ATLANTIC UNIVERSITY INC | ||||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | NONE | PC | IMPLEMENT APDP | $111,000 | |
| PARENT CHOICE INC | ||||||||
| 350 BISHOPS WAY STE 104 | BROOKFIELD | WI | 53005 | NONE | SO I | OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE | $200,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | NONE | PC | HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS | $700,000 | |
| PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | NONE | PC | SUPPORT GREATER GOOD SCIENCE CENTER | $234,275 | MC 6070 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $55,000 | |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | ||||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 47803 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $45,000 | |
| ROWAN UNIVERSITY FOUNDATION INC | ||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $734,683 | |
| SEATTLE PACIFIC UNIVERSITY | ||||||||
| STE 304 3307 3RD AVE WEST | SEATTLE | WA | 97119 | NONE | PC | IMPLEMENT APDP | $21,614 | |
| SOUTH DAKOTA SCHOOL OF MINES & TECHNOLOGY | ||||||||
| 501 E ST JOSEPH ST | RAPID CITY | SD | 57701 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | ||||||||
| PO BOX 1889 | WAKE FOREST | NC | 27588 | NONE | PC | GROW APDP | $82,437 | |
| SOUTHEASTERN UNIVERSITY INC | ||||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | NONE | PC | GROW APDP | $700,000 | |
| ST MARYS UNIVERSITY OF MINNESOTA | ||||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | NONE | PC | SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM | $300,000 | |
| ST AUGUSTINE PREPARATORY ACADEMY INC | ||||||||
| 2607 S 5TH STREET | MILWAUKEE | WI | 53207 | NONE | PC | OPERATING EXPENSES | $25,000 | |
| ST LOUIS UNIVERSITY | ||||||||
| 221 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING | $400,000 | |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | ||||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | LAUNCH THE DIGITAL LEADERSHIP DEVELOPMENT INDEX ASSESSMENT TOOL | $290,000 | |
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| PRESIDENTS OFFICE MC-346 506 S | CHAMPAIGN | IL | 61801 | NONE | PC | EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $760,600 | WRIGHT ST |
| THE CEDARVILLE UNIVERSITY | ||||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | NONE | PC | EXPAND ENROLLMENT, FORMATION, POST-GRADUATION MENTORING | $84,000 | |
| THE MEDICAL COLLEGE OF WISCONSIN INC | ||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PC | KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK; SUPPORT ENDOWED CHAIR OF BRAIN TRAUMA RESEARCH | $600,000 | |
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | ||||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | NONE | PC | INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP | $134,221 | |
| THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA | ||||||||
| 101 E 13TH ST | HOLLAND | MI | 49423 | NONE | PC | IMPLEMENT APDP | $68,735 | |
| UNION UNIVERSITY | ||||||||
| 1050 UNION UNIVERSITY DRIVE | JACKSON | TN | 38305 | NONE | PC | IMPLEMENT APDP | $136,000 | |
| UNIVERSITY OF DAYTON | ||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |
| UNIVERSITY OF DENVER | ||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| UNIVERSITY OF DETROIT MERCY | ||||||||
| 4001 WEST MCNICHOLS RD | DETROIT | MI | 48221 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| UNIVERSITY OF MISSOURI | ||||||||
| 201 EDUCATION ADMIN BLDG 7800 | ST LOUIS | MO | 63121 | NONE | GOV | SUPPORT FOR POSTDOCTORAL FELLOW; SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC) | $283,848 | NATURAL BRIDGE RD |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 148 ROSENAU HALL CB 7431 | CHAPEL HILL | NC | 27599 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $245,000 | |
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | ||||||||
| OFFICE OF RESEARCH AND SPONSORED | CEDAR FALLS | IA | 50614 | NONE | PC | ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION | $645,000 | PROGRAMS 213 EAST BARTLETT HALL |
| UNIVERSITY OF PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| UNIVERSITY OF SAN DIEGO | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| UNIVERSITY OF ST THOMAS | ||||||||
| 2115 SUMMIT AVENUE | SAINT PAUL | MN | 55105 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| UNIVERSITY OF TOLEDO | ||||||||
| 2801 BANCROFT ST | TOLEDO | OH | 43606 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $159,000 | |
| UNIVERSITY OF WEST ALABAMA FOUNDATION | ||||||||
| STATION 200 | LIVINGSTON | AL | 35470 | NONE | PC | TO DEVELOP RURAL LEADERS NETWORKS IN SOUTHERN AL | $887,000 | |
| UPLIFT EDUCATION | ||||||||
| 3000 PEGASUS PARK DRIVE STE 1100 | DALLAS | TX | 75247 | NONE | PC | TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE | $353,000 | |
| UW-PLATTEVILLE FOUNDATION INC | ||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | NONE | PC | EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $475,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 110 MAGNOLIA CIRCLE | NASHVILLE | TN | 37203 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $10,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $25,000 | |
| VOICES COLLEGE-BOUND LANGUAGE ACADEMIES | ||||||||
| 6840 VIA DEL ORO SUITE 160 | SAN JOSE | CA | 95119 | NONE | PC | DEEPEN NETWORK-WIDE WORK WITH CHARACTER EDUCATION | $150,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | TO SUPPORT THE PLACEMENT OF 1 POST-DOC FOR 2 YEARS; EMBEDDING EM INSTITUTIONALLY | $184,430 | |
| WARTBURG COLLEGE | ||||||||
| 100 WARTBURG COLLEGE | WAVERLY | IA | 50677 | NONE | PC | IMPLEMENT APDP | $39,502 | |
| WESLEYAN CHURCH CORPORATION | ||||||||
| PO BOX 50434 | INDIANAPOLIS | IN | 46250 | NONE | PC | IMPLEMENT APDP | $99,550 | |
| WESTERN NEW ENGLAND UNIVERSITY | ||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |
| WICHITA STATE UNIVERSITY | ||||||||
| 1845 FAIRMOUNT ST | WICHITA | KS | 67260 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $35,000 | |
| WILLIAM JESSUP UNIVERSITY | ||||||||
| 2121 UNIVERSITY AVENUE | ROCKLIN | CA | 95765 | NONE | PC | IMPLEMENT APDP | $68,440 | |
| WINDRIDER INSTITUTE INC | ||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | NONE | POF | CONTENT CREATION | $225,000 | |
| WISCONSIN INSTITUTE FOR LAW & LIBERTY INC | ||||||||
| 330 E KILBOURN SUITE 725 | MILWAUKEE | WI | 53202 | NONE | PC | OPERATING EXPENSES | $600,000 | |
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||
| 100 INSTITUTE ROAD WASHBURN 216 C | WORCESTER | MA | 01609 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $35,000 | |
| YERKES FUTURE FOUNDATION INC | ||||||||
| PO BOX 346 | WILLIAMS BAY | WI | 53191 | NONE | PC | BUILD PROGRAM CAPACITY | $500,000 | |
| UNIVERSITY OF NEW HAVEN | ||||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | NONE | PC | EMBEDDING EM INSTITIONALLY | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,232,766 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY | ||||||||
| 98 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | NONE | PC | FWE FOCUSED PROGRAMMING, CONFERENCES | $1,600,000 | |
| AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES | ||||||||
| 1818 R ST NW | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT FOR THE CLTE | $1,200,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||
| 300 E UNIVERSITY DR | TEMPE | AZ | 85281 | NONE | PC | IMPLEMENTING PRINCIPLED INNOVATION AS THE 9TH DESIGN PRINCIPLE AT ASU; EMBEDDING EM INSTITUTIONALLY | $23,300,000 | |
| ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION INC | ||||||||
| 2626 ALUMNI BLVD | JONESBORO | AR | 72401 | NONE | PC | INTEGRATE CHARACTER WITHIN EDUCATION SCHOOL | $150,000 | |
| ASSEMBLIES OF GOD THEOLOGICAL SEMINARY | ||||||||
| 1435 NORTH GLENSTONE AVENUE | SPRINGFIELD | MO | 65802 | NONE | PC | GROW APDP | $70,000 | |
| AZUSA PACIFIC UNIVERSITY | ||||||||
| PO BOX 7000 901 E ALOSTA AVENUE | AZUSA | CA | 91702 | NONE | PC | IMPLEMENT APDP | $312,088 | |
| BELMONT UNIVERSITY | ||||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PC | INFUSE CHARACTER EDUCATION ACROSS BELMONT UNIVERSITY | $775,000 | |
| BES INC | ||||||||
| 131 DARTMOUTH ST FLOOR 3 | BOSTON | MA | 02116 | NONE | PC | EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS | $1,970,000 | |
| BIOLA UNIVERSITY INC | ||||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | NONE | PC | GROW APDP | $331,726 | |
| BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA | ||||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | NONE | GOV | SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING | $396,998 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PC | SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) | $500,000 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | ||||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | NONE | PC | CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES | $1,753,361 | |
| CENTER FOR URBAN TEACHING INC | ||||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | PC | SUPPORT LEADERSHIP DEVELOPMENT PROGRAM | $1,006,692 | |
| CHARACTER LAB INC | ||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | NONE | PC | CHARACTER FOCUSED CONTENT AND PROGRAMMING | $1,007,100 | |
| CONCORDIA UNIVERSITY | ||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PC | IMPLEMENT APDP | $659,000 | |
| DUKE UNIVERSITY | ||||||||
| 146 LANGFORD BUILDING PO BOX 90968 | DURHAM | NC | 27708 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $685,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | ||||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | PC | CAPACITY BUILDING | $500,000 | |
| FRESNO PACIFIC UNIVERSITY | ||||||||
| 1717 S CHESTNUT AVE | FRESNO | CA | 93702 | NONE | PC | IMPLEMENT APDP | $275,500 | |
| GEORGE FOX UNIVERSITY | ||||||||
| 414 N MERIDIAN ST | NEWBERG | OR | 97132 | NONE | PC | IMPLEMENT A 5-YEAR BA/MDIV PROGRAM; EMBEDDING EM INSTITUTIONALLY | $66,000 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2121 STREET NW | WASHINGTON | DC | 20052 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $1,274,000 | |
| GEORGIA TECH FOUNDATION INC | ||||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | NONE | SO III FI | EMBEDDING EM INSTITUTIONALLY | $634,000 | |
| GORDON COLLEGE | ||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | NONE | PC | IMPLEMENT APDP | $228,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | IMPLEMENT APDP; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION; EMBEDDING EM INSTITUTIONALLY; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION | $3,241,000 | |
| GREATHEARTS FOUNDATION | ||||||||
| 4801 EAST WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | NONE | SO I | SUPPORT THE EXPANSION OF THE GREAT HEARTS SCHOOL NETWORK; SUPPORT THE VIRTUE LEADERSHIP PROGRAM | $16,000,000 | |
| HOPE INSTITUTE | ||||||||
| SAMFORD UNIVERSITY ORLEAN BEESON | BIRMINGHAM | AL | 35229 | NONE | PC | ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY | $40,000 | SCHOOL OF EDUCATION ROOM 415 800 LA |
| INDIANA WESLEYAN UNIVERSITY | ||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | NONE | PC | GROW APDP | $939,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | OPERATING EXPENSES | $500,000 | |
| JAMES MADISON UNIVERSITY FOUNDATION INC | ||||||||
| 1320 S MAIN STREET | HARRISONBURG | VA | 22807 | NONE | PC | DEVELOP AND ENHANCE EM STUDENT EXPERIENCES; EMBEDDING EM INSTITUTIONALLY | $60,000 | |
| LAWRENCE TECHNOLOGICAL UNIVERSITY | ||||||||
| 21000 WEST TEN MILE ROAD | SOUTHFIELD | MI | 48075 | NONE | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY | $150,000 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | PC | IMPLEMENT APDP; INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM | $1,015,970 | |
| MICHIGAN TECH FUND | ||||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $208,500 | |
| MILWAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 52303 | NONE | PC | CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; EM FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY | $1,121,000 | |
| MONTANA STATE UNIVERSITY | ||||||||
| CULBERTSON HALL 100 | BOZEMAN | MT | 59717 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $98,000 | |
| MTF FUND | ||||||||
| 10901 LOWELL AVE STE 130 | OVERLAND PARK | KS | 66210 | NONE | SO I | SUPPORT THE GROWTH AND IMPACT OF MTF; OPERATING EXPENSES | $2,882,500 | |
| NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY | ||||||||
| 3939 GENTILLY BLVD | NEW ORLEANS | LA | 70126 | NONE | PC | IMPLEMENT APDP | $126,500 | |
| NEW SCHOOLS FOR ALABAMA | ||||||||
| 2 20TH ST N STE 1315 | BIRMINGHAM | AL | 35203 | NONE | PC | SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA | $1,355,000 | |
| NORTH AMERICAN BAPTIST SEMINARY | ||||||||
| 2100 SOUTH SUMMIT AVENUE | SIOUX FALLS | SD | 57105 | NONE | PC | GROW APDP | $128,200 | |
| NORTHWEST NAZARENE UNIVERSITY INC | ||||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | NONE | PC | IMPLEMENT APDP | $304,000 | |
| PALM BEACH ATLANTIC UNIVERSITY INC | ||||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | NONE | PC | IMPLEMENT APDP | $111,000 | |
| PARENT CHOICE INC | ||||||||
| 350 BISHOPS WAY STE 104 | BROOKFIELD | WI | 53005 | NONE | SO I | OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE | $200,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | NONE | PC | HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS | $1,380,500 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | NONE | PC | SUPPORT GREATER GOOD SCIENCE CENTER | $243,725 | MC 6070 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $125,000 | |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | ||||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 47803 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $157,500 | |
| ROWAN UNIVERSITY FOUNDATION INC | ||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $295,000 | |
| SOUTHEASTERN UNIVERSITY INC | ||||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | NONE | PC | GROW APDP | $700,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING | $550,000 | |
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| PRESIDENTS OFFICE MC-346 506 S | CHAMPAIGN | IL | 61801 | NONE | PC | EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $1,170,000 | WRIGHT ST |
| THE CEDARVILLE UNIVERSITY | ||||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | NONE | PC | EXPAND ENROLLMENT, FORMATION, POST-GRADUATION MENTORING | $171,000 | |
| THE MEDICAL COLLEGE OF WISCONSIN INC | ||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PC | KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK; SUPPORT ENDOWED CHAIR OF BRAIN TRAUMA RESEARCH | $50,600,000 | |
| THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA | ||||||||
| 101 E 13TH ST | HOLLAND | MI | 49423 | NONE | PC | IMPLEMENT APDP | $432,265 | |
| UNION UNIVERSITY | ||||||||
| 1050 UNION UNIVERSITY DRIVE | JACKSON | TN | 38305 | NONE | PC | IMPLEMENT APDP | $83,000 | |
| UNIVERSITY OF MISSOURI | ||||||||
| 201 EDUCATION ADMIN BLDG 7800 | ST LOUIS | MO | 63121 | NONE | GOV | SUPPORT FOR POSTDOCTORAL FELLOW; SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC) | $281,152 | NATURAL BRIDGE RD |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 148 ROSENAU HALL CB 7431 | CHAPEL HILL | NC | 27599 | NONE | GOV | EMBEDDING EM INSTITUTIONALLY | $356,000 | |
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | ||||||||
| OFFICE OF RESEARCH AND SPONSORED | CEDAR FALLS | IA | 50614 | NONE | PC | ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION | $1,288,000 | PROGRAMS 213 EAST BARTLETT HALL |
| UNIVERSITY OF PORTLAND | ||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | EMBEDDING EM INSTITUTIONALLY | $120,500 | |
| UNIVERSITY OF WEST ALABAMA FOUNDATION | ||||||||
| STATION 200 | LIVINGSTON | AL | 35470 | NONE | PC | TO DEVELOP RURAL LEADERS NETWORKS IN SOUTHERN AL | $887,000 | |
| UPLIFT EDUCATION | ||||||||
| 3000 PEGASUS PARK DRIVE STE 1100 | DALLAS | TX | 75247 | NONE | PC | TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE | $353,000 | |
| UW-PLATTEVILLE FOUNDATION INC | ||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | NONE | PC | EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $362,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | TO SUPPORT THE PLACEMENT OF 1 POST-DOC FOR 2 YEARS; EMBEDDING EM INSTITUTIONALLY | $6,593,000 | |
| WESLEYAN CHURCH CORPORATION | ||||||||
| PO BOX 50434 | INDIANAPOLIS | IN | 46250 | NONE | PC | IMPLEMENT APDP | $199,100 | |
| WISCONSIN INSTITUTE FOR LAW & LIBERTY INC | ||||||||
| 330 E KILBOURN SUITE 725 | MILWAUKEE | WI | 53202 | NONE | PC | OPERATING EXPENSES | $1,000,000 | |
| YERKES FUTURE FOUNDATION INC | ||||||||
| PO BOX 346 | WILLIAMS BAY | WI | 53191 | NONE | PC | BUILD PROGRAM CAPACITY | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $135,022,877 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,493,331 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,006,405 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | -$389,890 | 14 | $8,033,177 | |
| PRIOR YEAR GRANT REFUND | $661,792 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$389,890 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,532,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $661,792 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,804,815 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | PRIOR YEAR GRANT REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT D KERN PRIVATE REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,246,474 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INVESTMENTS IN MULTIPLE INVESTMENT FUNDS | NoncashPropertyDesc |
| Fair Market Value | $15,246,474 | FairMarketValueAmt |
| Received | 2022-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY | CategoryTxt |
| Amt | $38,754 | Amt |
| Net Investment Income | $19,377 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,377 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDRIDER INSTITUTE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1640 | AddressLine1Txt |
| City | EAGLE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-02-08 | GrantDt |
| Grant | $225,000 | GrantAmt |
| Purpose Of Grant | SUPPORT WINDRIDER CONTENT CREATION | PurposeOfGrantTxt |
| Expended By Grantee | $225,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/10/2023 | DatesOfReportsByGranteeTxt |
| Results Of Verification | FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD ADVISORS | $31,675,845 | $31,675,845 |
| PACIFIC ASSET MANAGEMENT BANK | $25,801,287 | $25,801,287 |
| TCW EM DEBT | $17,900,774 | $17,900,774 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FMI INTERNATIONAL | $41,647,987 | $41,647,987 |
| FRED ALGER | $39,577,790 | $39,577,790 |
| OFI GLOBAL | $25,871,112 | $25,871,112 |
| VANGUARD S&P 500 INDEX | $53,848,319 | $53,848,319 |
| VANGUARD RUSSELL 2000 GROWTH | $9,068,254 | $9,068,254 |
| ACADIAN ASSET MANAGEMENT | $34,592,739 | $34,592,739 |
| EUROPACIFIC GROWTH FUND | $30,438,204 | $30,438,204 |
| FIDUCIARY MANAGEMENT | $52,367,417 | $52,367,417 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN PRIVATE EQUITY | FMV | $83,446,209 | $83,446,209 |
| ANGELO GORDON ENERGY | FMV | $516,606 | $516,606 |
| CLAIRION LION PROPERTIES FUND | FMV | $21,480,933 | $21,480,933 |
| NIS | FMV | $25,988,657 | $25,988,657 |
| PARAMETRIC | FMV | $39,551,012 | $39,551,012 |
| PORTFOLIO ADVISORS | FMV | $2,157,033 | $2,157,033 |
| PRISA III | FMV | $44,502,287 | $44,502,287 |
| PRUDENTIAL CAPITAL PARTNERS | FMV | $31,318,324 | $31,318,324 |
| RREEF INSTITUTIONAL | FMV | $15,849,073 | $15,849,073 |
| SUMMIT PARTNERS CREDIT | FMV | $19,313,712 | $19,313,712 |
| CRESCENT PRIVATE CREDIT PARTNERS | FMV | $10,946,653 | $10,946,653 |
| CORBIN CAPITAL PARTNERS | FMV | $221,621 | $221,621 |
| PIMCO TACTICAL OPPORTUNITIES | FMV | $25,048,065 | $25,048,065 |
| ARTEMIS REAL ESTATE PARTNERS | FMV | $539,612 | $539,612 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| QUARLES & BRADY | $5,113 | $0 | $5,113 |
| C3 LEGAL | $4,288 | $0 | $4,288 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $66,662,064 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $7,644 | $0 | $7,644 |
| COMPUTER TECHNOLOGY | $72,414 | $0 | $72,414 |
| DUES & SUBSCRIPTIONS | $7,661 | $0 | $7,661 |
| FURNITURE | $915 | $0 | $915 |
| RECRUITMENT EXPENSES | $9,728 | $0 | $9,728 |
| MEMORIALS/MISC | $312 | $0 | $312 |
| OFFICE SUPPLIES | $11,449 | $0 | $11,449 |
| POSTAGE & DELIVERY | $262 | $0 | $262 |
| KEEN DIGITAL ENGAGEMENT PLATFORM (DCA) | $814,506 | $0 | $814,506 |
| KEEN FACULTY DEVELOPMENT (DCA) | $789,937 | $0 | $789,937 |
| FRANKLINCOVEY CLIENT SALES INC. (DCA) | $2,500,000 | $0 | $2,500,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $7,643,287 | $8,033,177 | $7,643,287 |
| PRIOR YEAR GRANT REFUND | $661,792 | $661,792 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (41 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AARON JAGDFELD - INVESTMENT CONSULTING | $1,500 | $1,500 | $0 |
| ACADIAN - INVESTMENT ADVISORY SERVICES | $112,355 | $112,355 | $0 |
| BANK OF AMERICA - CUSTODY SERVICES | $57,641 | $57,641 | $0 |
| BETTER PARTNERS, LLC - CONSULTING | $675 | $0 | $675 |
| CLARION LION - INVESTMENT ADVISORY SERVICES | $205,543 | $205,543 | $0 |
| FIDUCIARY MANAGEMENT - INVESTMENT ADVISORY SERVICES | $257,460 | $257,460 | $0 |
| FRED ALGER - INVESTMENT ADVISORY SERVICES | $305,416 | $305,416 | $0 |
| GARY LATO - INVESTMENT CONSULTING | $2,000 | $2,000 | $0 |
| MARQUETTE ASSOCIATES - INVESTMENT ADVISORY SERVICES | $144,000 | $144,000 | $0 |
| NIS - INVESTMENT ADVISORY SERVICES | $137,262 | $137,262 | $0 |
| OFI GLOBAL - INVESTMENT ADVISORY SERVICES | $225,486 | $225,486 | $0 |
| PARAMETRIC - INVESTMENT ADVISORY SERVICES | $147,187 | $147,187 | $0 |
| PRISA III - INVESTMENT ADVISORY SERVICES | $398,697 | $398,697 | $0 |
| PRUDENTIAL REAL ESTATE - INVESTMENT ADVISORY SERVICES | $266,653 | $266,653 | $0 |
| SCOTT CORMODE - CONSULTING | $5,000 | $0 | $5,000 |
| RREEF - INVESTMENT ADVISORY SERVICES | $153,066 | $153,066 | $0 |
| BRENT PETERSON - CONSULTING | $6,000 | $0 | $6,000 |
| WARREN PIERSON - INVESTMENT CONSULTING | $2,000 | $2,000 | $0 |
| JENNIFER GRAFFIUS - CONSULTING | $11,500 | $0 | $11,500 |
| SARAH ESTELLE - CONSULTING | $6,000 | $0 | $6,000 |
| CHRISTINA LAKE - CONSULTING | $6,000 | $0 | $6,000 |
| EDDY SHIGLEY - CONSULTING | $8,000 | $0 | $8,000 |
| JOHN SEEL CONSULTING LLC - CONSULTING | $8,822 | $0 | $8,822 |
| BETH JONES - CONSULTING | $6,000 | $0 | $6,000 |
| JOEL ROSARIO - CONSULTING | $11,300 | $0 | $11,300 |
| OAK ROSE GROUP, LLC - CONSULTING | $9,000 | $0 | $9,000 |
| SHARON KOENINGS - CONSULTING | $52,900 | $0 | $52,900 |
| NATHAN HELLING - CONSULTING | $5,500 | $0 | $5,500 |
| MARY MURPHY - CONSULTING | $36,158 | $0 | $36,158 |
| JASON HILES - CONSULTING | $5,500 | $0 | $5,500 |
| ARTEMSI - INVESTMENT CONSULTING | $253,556 | $253,556 | $0 |
| PIMCO - INVESTMENT CONSULTING | $81,497 | $81,497 | $0 |
| JONATHAN GRENZ - CONSULTING | $5,500 | $0 | $5,500 |
| RACHEL FERGUSON - CONSULTING | $1,000 | $0 | $1,000 |
| CHARLES E. SELF - CONSULTING | $6,000 | $0 | $6,000 |
| CHRIS ADAMS - CONSULTING | $5,000 | $0 | $5,000 |
| MICHAELA O'DONNELL - CONSULTING | $5,000 | $0 | $5,000 |
| BRENT WATERS - CONSULTING | $6,000 | $0 | $6,000 |
| GREG FORSTER - CONSULTING | $5,000 | $0 | $5,000 |
| SEVENSIDED CONSULTING | $6,000 | $0 | $6,000 |
| W. JAY MOON | $6,000 | $0 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAYMENT | $472,654 | $0 | $0 |
| STATE INCOME TAX PAYMENT | $98 | $0 | $0 |