2023-11-15T14:59:49-06:00 2022-12-31 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990PF 2022-01-01 391923558 THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC ROBE 2629686838 W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 JAMES C RAHN PRESIDENT 2629686838 2023-11-14 1 JAMES RAHN 999009999 1 TROY MARINE CPA P00187863 4147775500 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 688020368 X 15246474 9493331 9493331 11006405 97528849 11006405 8305079 8033177 44051289 28532913 1334523 156514 1178009 2563611 30839 2532772 1224947 43854 1181093 9401 0 9401 38754 19377 19377 2975174 2751319 223855 472752 0 0 34260 0 34260 1646194 0 1646194 3987 0 3987 4214828 0 4214828 14518431 3001903 11043776 34232766 34232766 48751197 3001903 45276542 -4699908 25531010 156090 36578 36578 11767963 4314265 4314265 355920251 287411822 287411822 97667853 75377906 75377906 293870183 320879797 320879797 759382340 688020368 688020368 0 0 X 759382340 688020368 759382340 688020368 759382340 688020368 759382340 -4699908 0 754682432 66662064 688020368 VARIOUS STOCKS AND BONDS 86820061 86522444 297617 297617 GAINS REPORTED ON K-1S AND PARTNERSHIPS 10708788 10708788 10708788 11006405 354881 0 354881 0 354881 125000 0 100000 0 225000 X 9250 139131 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 WWW.KFFDN.ORG MR MICHAEL W SENSKE 2629686838 W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 BODE KYLE R W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 VICE PRESIDENT 40.00 345288 59224 0 GRABER RICHARD W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR 1.00 2000 0 0 HANSON GAIL W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR 1.00 3500 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 1500 0 0 RAHN JAMES C W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR & PRESIDENT 40.00 646731 60599 0 RAMIREZ AUSTIN W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR 1.00 1500 0 0 ROELL STEVEN W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR 1.00 2000 0 0 SENSKE MICHAEL W W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 CFO & TREASURER 40.00 329504 62794 0 TABAT DAWN W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR 1.00 2500 0 0 PURVIS ELIZABETH W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 263123 63149 0 STAWSKI CHRISTOPHER W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 206990 51452 0 DOUG MELTON W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 198269 47661 0 KAREN WILKEN W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 176215 48750 0 ZWISLER STASIA W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 168735 52298 0 23 RURAL SOURCING INC 817 W PEACHTREE ST NW SUITE M100 ATLANTA GA 30308 CONSULTING 553116 PGIM REAL ESTATE 7 GIRALDA FARMS MADISON NJ 07940 INVESTMENT ADVISORY 398697 FRED ALGER MANAGEMENT INC 111 FIFTH AVENUE NEW YORK NY 10003 INVESTMENT ADVISORY 305416 PGIM PRIVATE CAPITAL 180 NORTH STETSON SUITE 5600 CHICAGO IL 60601 INVESTMENT ADVISORY 266653 FIDUCIARY MANAGEMENT INC 100 EAST WISCONSIN AVENUE SUITE 2200 MILWAUKEE WI 53202 INVESTMENT ADVISORY 257460 16 FRANKLINCOVERY CLIENT SALES INC. - CONSULTING TO EXPAND THE LEADER IN ME NETWORK 2500000 MAINTENANCE AND ENHANCEMENT OF KEEN DIGITAL PLATFORM FOR USE BY THE THE KEEN NETWORK OF OVER 5,600 USERS 814506 FACULTY DEVELOPMENT - 12 CONFERENCES CONVENED TO TRAIN FACULTY WITHIN THE KEEN NETWORK WITH 131 GRANTEES IN ATTENDANCE 789937 FWE PROGRAM NETWORK CONFERENCES - HOSTED 8 EVENTS IN 2022 WITH A TOTAL OF 218 GRANTEES IN ATTENDANCE 495876 0 366796398 104725 320702473 687603596 0 0 687603596 10314054 677289542 33864477 33864477 354881 98 354979 33509498 661792 34171290 0 34171290 45276542 0 45276542 34171290 0 0 21076998 19009234 23200664 30262866 39444829 132994591 45276542 0 0 0 34171290 11105252 0 0 144099843 0 0 0 0 0 0 21076998 123022845 19009234 23200664 30262866 39444829 11105252 KERN ROBERT D X 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 150000 ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY 98 FULTON STREET EAST GRAND RAPIDS MI 49503 NONE PC FWE FOCUSED PROGRAMMING, CONFERENCES 1600000 AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES 1818 R ST NW WASHINGTON DC 20009 NONE PC SUPPORT FOR THE CLTE 600000 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; 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OPERATING EXPENSES 2951500 NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING 1801 WEST END AVENUE SUITE 920 NASHVILLE TN 37203 NONE PC ACCELERATING CHARACTER EDUCATION AND DEVELOPMENT FOR LEADERS 620122 NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY 3939 GENTILLY BLVD NEW ORLEANS LA 70126 NONE PC IMPLEMENT APDP 90000 NEW SCHOOLS FOR ALABAMA 2 20TH ST N STE 1315 BIRMINGHAM AL 35203 NONE PC SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA 905000 NORTH AMERICAN BAPTIST SEMINARY 2100 SOUTH SUMMIT AVENUE SIOUX FALLS SD 57105 NONE PC GROW APDP 128200 NORTH CAROLINA STATE UNIVERSITY HOLLADAY HALL BOX 7001 RALEIGH NC 27695 NONE GOV EMBEDDING EM INSTITUTIONALLY 170000 NORTHERN BAPTIST THEOLOGICAL SEMINARY 410 WARRENVILLE RD LISLE IL 60532 NONE PC IMPLEMENT APDP 32000 NORTHWEST NAZARENE UNIVERSITY INC 623 S UNIVERSITY BLVD NAMPA ID 83686 NONE PC IMPLEMENT APDP 111000 OHIO NORTHERN UNIVERSITY 525 SOUTH MAIN STREET ADA OH 45810 NONE PC EMBEDDING EM INSTITUTIONALLY 45000 OHIO STATE UNIVERSITY FOUNDATION 281 W LANE AVE COLUMBUS OH 43210 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 OREGON TECH FOUNDATION INC 3201 CAMPUS DR KLAMATH FALLS OR 97601 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 PALM BEACH ATLANTIC UNIVERSITY INC 901 S FLAGLER DR WEST PALM BEACH FL 33401 NONE PC IMPLEMENT APDP 111000 PARENT CHOICE INC 350 BISHOPS WAY STE 104 BROOKFIELD WI 53005 NONE SO I OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE 200000 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 700000 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE 500 EL CAMINO REAL SANTA CLARA CA 95053 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY UNIVERSITY OF CALIFORNIA BERKELEY MC 6070 BERKELEY CA 94720 NONE PC SUPPORT GREATER GOOD SCIENCE CENTER 234275 ROCHESTER INSTITUTE OF TECHNOLOGY 1 LOMB MEMORIAL DR ROCHESTER NY 14623 NONE PC EMBEDDING EM INSTITUTIONALLY 55000 ROSE-HULMAN INSTITUTE OF TECHNOLOGY 5500 WABASH AVENUE TERRE HAUTE IN 47803 NONE PC EMBEDDING EM INSTITUTIONALLY 45000 ROWAN UNIVERSITY FOUNDATION INC 201 MULLICA HILL RD GLASSBORO NJ 08028 NONE PC EMBEDDING EM INSTITUTIONALLY 734683 SEATTLE PACIFIC UNIVERSITY STE 304 3307 3RD AVE WEST SEATTLE WA 97119 NONE PC IMPLEMENT APDP 21614 SOUTH DAKOTA SCHOOL OF MINES & TECHNOLOGY 501 E ST JOSEPH ST RAPID CITY SD 57701 NONE GOV EMBEDDING EM INSTITUTIONALLY 25000 SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY PO BOX 1889 WAKE FOREST NC 27588 NONE PC GROW APDP 82437 SOUTHEASTERN UNIVERSITY INC 1000 LONGFELLOW BLVD LAKELAND FL 33801 NONE PC GROW APDP 700000 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 300000 ST AUGUSTINE PREPARATORY ACADEMY INC 2607 S 5TH STREET MILWAUKEE WI 53207 NONE PC OPERATING EXPENSES 25000 ST LOUIS UNIVERSITY 221 N GRAND BLVD ST LOUIS MO 63103 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING 400000 THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 THE ASPEN INSTITUTE INC 2300 N STREET SUITE 700 WASHINGTON DC 20037 NONE PC LAUNCH THE DIGITAL LEADERSHIP DEVELOPMENT INDEX ASSESSMENT TOOL 290000 THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS PRESIDENTS OFFICE MC-346 506 S WRIGHT ST CHAMPAIGN IL 61801 NONE PC EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 760600 THE CEDARVILLE UNIVERSITY 251 N MAIN STREET CEDARVILLE OH 45314 NONE PC EXPAND ENROLLMENT, FORMATION, POST-GRADUATION MENTORING 84000 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 600000 THE UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVENUE KNOXVILLE TN 37921 NONE PC INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP 134221 THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA 101 E 13TH ST HOLLAND MI 49423 NONE PC IMPLEMENT APDP 68735 UNION UNIVERSITY 1050 UNION UNIVERSITY DRIVE JACKSON TN 38305 NONE PC IMPLEMENT APDP 136000 UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 45469 NONE PC EMBEDDING EM INSTITUTIONALLY 35000 UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80208 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF DETROIT MERCY 4001 WEST MCNICHOLS RD DETROIT MI 48221 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF MISSOURI 201 EDUCATION ADMIN BLDG 7800 NATURAL BRIDGE RD ST LOUIS MO 63121 NONE GOV SUPPORT FOR POSTDOCTORAL FELLOW; SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC) 283848 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 148 ROSENAU HALL CB 7431 CHAPEL HILL NC 27599 NONE GOV EMBEDDING EM INSTITUTIONALLY 245000 UNIVERSITY OF NORTHERN IOWA FOUNDATION OFFICE OF RESEARCH AND SPONSORED PROGRAMS 213 EAST BARTLETT HALL CEDAR FALLS IA 50614 NONE PC ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION 645000 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE SAINT PAUL MN 55105 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF TOLEDO 2801 BANCROFT ST TOLEDO OH 43606 NONE GOV EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 159000 UNIVERSITY OF WEST ALABAMA FOUNDATION STATION 200 LIVINGSTON AL 35470 NONE PC TO DEVELOP RURAL LEADERS NETWORKS IN SOUTHERN AL 887000 UPLIFT EDUCATION 3000 PEGASUS PARK DRIVE STE 1100 DALLAS TX 75247 NONE PC TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE 353000 UW-PLATTEVILLE FOUNDATION INC 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 NONE PC EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 475000 VANDERBILT UNIVERSITY 110 MAGNOLIA CIRCLE NASHVILLE TN 37203 NONE PC EMBEDDING EM INSTITUTIONALLY 10000 VILLANOVA UNIVERSITY 800 LANCASTER AVENUE VILLANOVA PA 19085 NONE PC EMBEDDING EM INSTITUTIONALLY 25000 VOICES COLLEGE-BOUND LANGUAGE ACADEMIES 6840 VIA DEL ORO SUITE 160 SAN JOSE CA 95119 NONE PC DEEPEN NETWORK-WIDE WORK WITH CHARACTER EDUCATION 150000 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 184430 WARTBURG COLLEGE 100 WARTBURG COLLEGE WAVERLY IA 50677 NONE PC IMPLEMENT APDP 39502 WESLEYAN CHURCH CORPORATION PO BOX 50434 INDIANAPOLIS IN 46250 NONE PC IMPLEMENT APDP 99550 WESTERN NEW ENGLAND UNIVERSITY 1215 WILBRAHAM ROAD SPRINGFIELD MA 01119 NONE PC EMBEDDING EM INSTITUTIONALLY 35000 WICHITA STATE UNIVERSITY 1845 FAIRMOUNT ST WICHITA KS 67260 NONE GOV EMBEDDING EM INSTITUTIONALLY 35000 WILLIAM JESSUP UNIVERSITY 2121 UNIVERSITY AVENUE ROCKLIN CA 95765 NONE PC IMPLEMENT APDP 68440 WINDRIDER INSTITUTE INC PO BOX 1640 EAGLE ID 83616 NONE POF CONTENT CREATION 225000 WISCONSIN INSTITUTE FOR LAW & LIBERTY INC 330 E KILBOURN SUITE 725 MILWAUKEE WI 53202 NONE PC OPERATING EXPENSES 600000 WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE ROAD WASHBURN 216 C WORCESTER MA 01609 NONE PC EMBEDDING EM INSTITUTIONALLY 35000 YERKES FUTURE FOUNDATION INC PO BOX 346 WILLIAMS BAY WI 53191 NONE PC BUILD PROGRAM CAPACITY 500000 UNIVERSITY OF NEW HAVEN 300 BOSTON POST ROAD WEST HAVEN CT 06516 NONE PC EMBEDDING EM INSTITIONALLY 25000 34232766 ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY 98 FULTON STREET EAST GRAND RAPIDS MI 49503 NONE PC FWE FOCUSED PROGRAMMING, CONFERENCES 1600000 AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES 1818 R ST NW WASHINGTON DC 20009 NONE PC SUPPORT FOR THE CLTE 1200000 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 23300000 ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION INC 2626 ALUMNI BLVD JONESBORO AR 72401 NONE PC INTEGRATE CHARACTER WITHIN EDUCATION SCHOOL 150000 ASSEMBLIES OF GOD THEOLOGICAL SEMINARY 1435 NORTH GLENSTONE AVENUE SPRINGFIELD MO 65802 NONE PC GROW APDP 70000 AZUSA PACIFIC UNIVERSITY PO BOX 7000 901 E ALOSTA AVENUE AZUSA CA 91702 NONE PC IMPLEMENT APDP 312088 BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 NONE PC INFUSE CHARACTER EDUCATION ACROSS BELMONT UNIVERSITY 775000 BES INC 131 DARTMOUTH ST FLOOR 3 BOSTON MA 02116 NONE PC EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS 1970000 BIOLA UNIVERSITY INC 13800 BIOLA AVE LA MIRADA CA 90639 NONE PC GROW APDP 331726 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 396998 BOSTON COLLEGE TRUSTEES 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE PC SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) 500000 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC 575 MADISON AVE STE 1006 NEW YORK NY 10022 NONE PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 1753361 CENTER FOR URBAN TEACHING INC 2600 W WISCONSIN AVE MILWAUKEE WI 53233 NONE PC SUPPORT LEADERSHIP DEVELOPMENT PROGRAM 1006692 CHARACTER LAB INC 3675 MARKET STREET SUITE 200 PHILADELPHIA PA 19104 NONE PC CHARACTER FOCUSED CONTENT AND PROGRAMMING 1007100 CONCORDIA UNIVERSITY 1530 CONCORDIA WEST IRVINE CA 92612 NONE PC IMPLEMENT APDP 659000 DUKE UNIVERSITY 146 LANGFORD BUILDING PO BOX 90968 DURHAM NC 27708 NONE PC EMBEDDING EM INSTITUTIONALLY 685000 FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC 510 WALNUT ST SUITE 1250 PHILADELPHIA PA 19106 NONE PC CAPACITY BUILDING 500000 FRESNO PACIFIC UNIVERSITY 1717 S CHESTNUT AVE FRESNO CA 93702 NONE PC IMPLEMENT APDP 275500 GEORGE FOX UNIVERSITY 414 N MERIDIAN ST NEWBERG OR 97132 NONE PC IMPLEMENT A 5-YEAR BA/MDIV PROGRAM; EMBEDDING EM INSTITUTIONALLY 66000 GEORGE WASHINGTON UNIVERSITY 2121 STREET NW WASHINGTON DC 20052 NONE PC EMBEDDING EM INSTITUTIONALLY 1274000 GEORGIA TECH FOUNDATION INC 760 SPRING STREET NW SUITE 400 ATLANTA GA 30308 NONE SO III FI EMBEDDING EM INSTITUTIONALLY 634000 GORDON COLLEGE 255 GRAPEVINE ROAD WENHAM MA 01984 NONE PC IMPLEMENT APDP 228000 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 3241000 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 16000000 HOPE INSTITUTE SAMFORD UNIVERSITY ORLEAN BEESON SCHOOL OF EDUCATION ROOM 415 800 LA BIRMINGHAM AL 35229 NONE PC ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY 40000 INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON STREET MARION IN 46953 NONE PC GROW APDP 939000 INSTITUTE FOR JUSTICE 901 N GLEBE ROAD SUITE 900 ARLINGTON VA 22203 NONE PC OPERATING EXPENSES 500000 JAMES MADISON UNIVERSITY FOUNDATION INC 1320 S MAIN STREET HARRISONBURG VA 22807 NONE PC DEVELOP AND ENHANCE EM STUDENT EXPERIENCES; EMBEDDING EM INSTITUTIONALLY 60000 LAWRENCE TECHNOLOGICAL UNIVERSITY 21000 WEST TEN MILE ROAD SOUTHFIELD MI 48075 NONE PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY 150000 LIPSCOMB UNIVERSITY ONE UNIVERSITY PARK DRIVE NASHVILLE TN 37204 NONE PC IMPLEMENT APDP; INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM 1015970 MICHIGAN TECH FUND 1400 TOWNSEND DRIVE HOUGHTON MI 49931 NONE PC EMBEDDING EM INSTITUTIONALLY 208500 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 1121000 MONTANA STATE UNIVERSITY CULBERTSON HALL 100 BOZEMAN MT 59717 NONE GOV EMBEDDING EM INSTITUTIONALLY 98000 MTF FUND 10901 LOWELL AVE STE 130 OVERLAND PARK KS 66210 NONE SO I SUPPORT THE GROWTH AND IMPACT OF MTF; OPERATING EXPENSES 2882500 NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY 3939 GENTILLY BLVD NEW ORLEANS LA 70126 NONE PC IMPLEMENT APDP 126500 NEW SCHOOLS FOR ALABAMA 2 20TH ST N STE 1315 BIRMINGHAM AL 35203 NONE PC SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA 1355000 NORTH AMERICAN BAPTIST SEMINARY 2100 SOUTH SUMMIT AVENUE SIOUX FALLS SD 57105 NONE PC GROW APDP 128200 NORTHWEST NAZARENE UNIVERSITY INC 623 S UNIVERSITY BLVD NAMPA ID 83686 NONE PC IMPLEMENT APDP 304000 PALM BEACH ATLANTIC UNIVERSITY INC 901 S FLAGLER DR WEST PALM BEACH FL 33401 NONE PC IMPLEMENT APDP 111000 PARENT CHOICE INC 350 BISHOPS WAY STE 104 BROOKFIELD WI 53005 NONE SO I OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE 200000 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 1380500 REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY UNIVERSITY OF CALIFORNIA BERKELEY MC 6070 BERKELEY CA 94720 NONE PC SUPPORT GREATER GOOD SCIENCE CENTER 243725 ROCHESTER INSTITUTE OF TECHNOLOGY 1 LOMB MEMORIAL DR ROCHESTER NY 14623 NONE PC EMBEDDING EM INSTITUTIONALLY 125000 ROSE-HULMAN INSTITUTE OF TECHNOLOGY 5500 WABASH AVENUE TERRE HAUTE IN 47803 NONE PC EMBEDDING EM INSTITUTIONALLY 157500 ROWAN UNIVERSITY FOUNDATION INC 201 MULLICA HILL RD GLASSBORO NJ 08028 NONE PC EMBEDDING EM INSTITUTIONALLY 295000 SOUTHEASTERN UNIVERSITY INC 1000 LONGFELLOW BLVD LAKELAND FL 33801 NONE PC GROW APDP 700000 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING 550000 THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS PRESIDENTS OFFICE MC-346 506 S WRIGHT ST CHAMPAIGN IL 61801 NONE PC EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 1170000 THE CEDARVILLE UNIVERSITY 251 N MAIN STREET CEDARVILLE OH 45314 NONE PC EXPAND ENROLLMENT, FORMATION, POST-GRADUATION MENTORING 171000 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 50600000 THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA 101 E 13TH ST HOLLAND MI 49423 NONE PC IMPLEMENT APDP 432265 UNION UNIVERSITY 1050 UNION UNIVERSITY DRIVE JACKSON TN 38305 NONE PC IMPLEMENT APDP 83000 UNIVERSITY OF MISSOURI 201 EDUCATION ADMIN BLDG 7800 NATURAL BRIDGE RD ST LOUIS MO 63121 NONE GOV SUPPORT FOR POSTDOCTORAL FELLOW; SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC) 281152 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 148 ROSENAU HALL CB 7431 CHAPEL HILL NC 27599 NONE GOV EMBEDDING EM INSTITUTIONALLY 356000 UNIVERSITY OF NORTHERN IOWA FOUNDATION OFFICE OF RESEARCH AND SPONSORED PROGRAMS 213 EAST BARTLETT HALL CEDAR FALLS IA 50614 NONE PC ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION 1288000 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 NONE PC EMBEDDING EM INSTITUTIONALLY 120500 UNIVERSITY OF WEST ALABAMA FOUNDATION STATION 200 LIVINGSTON AL 35470 NONE PC TO DEVELOP RURAL LEADERS NETWORKS IN SOUTHERN AL 887000 UPLIFT EDUCATION 3000 PEGASUS PARK DRIVE STE 1100 DALLAS TX 75247 NONE PC TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE 353000 UW-PLATTEVILLE FOUNDATION INC 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 NONE PC EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 362000 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 6593000 WESLEYAN CHURCH CORPORATION PO BOX 50434 INDIANAPOLIS IN 46250 NONE PC IMPLEMENT APDP 199100 WISCONSIN INSTITUTE FOR LAW & LIBERTY INC 330 E KILBOURN SUITE 725 MILWAUKEE WI 53202 NONE PC OPERATING EXPENSES 1000000 YERKES FUTURE FOUNDATION INC PO BOX 346 WILLIAMS BAY WI 53191 NONE PC BUILD PROGRAM CAPACITY 500000 135022877 14 9493331 18 11006405 PARTNERSHIP INCOME -389890 14 8033177 PRIOR YEAR GRANT REFUND 661792 -389890 28532913 661792 28804815 11B PRIOR YEAR GRANT REFUND 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT D KERN PRIVATE REVOCABLE TRUST W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 15246474 X 1 INVESTMENTS IN MULTIPLE INVESTMENT FUNDS 15246474 2022-12-31 BAKER TILLY 38754 19377 19377 WINDRIDER INSTITUTE INC PO BOX 1640 EAGLE ID 83616 2022-02-08 225000 SUPPORT WINDRIDER CONTENT CREATION 225000 NONE 1/10/2023 FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING. BAIRD ADVISORS 31675845 31675845 PACIFIC ASSET MANAGEMENT BANK 25801287 25801287 TCW EM DEBT 17900774 17900774 FMI INTERNATIONAL 41647987 41647987 FRED ALGER 39577790 39577790 OFI GLOBAL 25871112 25871112 VANGUARD S&P 500 INDEX 53848319 53848319 VANGUARD RUSSELL 2000 GROWTH 9068254 9068254 ACADIAN ASSET MANAGEMENT 34592739 34592739 EUROPACIFIC GROWTH FUND 30438204 30438204 FIDUCIARY MANAGEMENT 52367417 52367417 ABERDEEN PRIVATE EQUITY FMV 83446209 83446209 ANGELO GORDON ENERGY FMV 516606 516606 CLAIRION LION PROPERTIES FUND FMV 21480933 21480933 NIS FMV 25988657 25988657 PARAMETRIC FMV 39551012 39551012 PORTFOLIO ADVISORS FMV 2157033 2157033 PRISA III FMV 44502287 44502287 PRUDENTIAL CAPITAL PARTNERS FMV 31318324 31318324 RREEF INSTITUTIONAL FMV 15849073 15849073 SUMMIT PARTNERS CREDIT FMV 19313712 19313712 CRESCENT PRIVATE CREDIT PARTNERS FMV 10946653 10946653 CORBIN CAPITAL PARTNERS FMV 221621 221621 PIMCO TACTICAL OPPORTUNITIES FMV 25048065 25048065 ARTEMIS REAL ESTATE PARTNERS FMV 539612 539612 QUARLES & BRADY 5113 0 5113 C3 LEGAL 4288 0 4288 UNREALIZED GAIN/LOSS 66662064 BANK SERVICE CHARGES 7644 0 7644 COMPUTER TECHNOLOGY 72414 0 72414 DUES & SUBSCRIPTIONS 7661 0 7661 FURNITURE 915 0 915 RECRUITMENT EXPENSES 9728 0 9728 MEMORIALS/MISC 312 0 312 OFFICE SUPPLIES 11449 0 11449 POSTAGE & DELIVERY 262 0 262 KEEN DIGITAL ENGAGEMENT PLATFORM (DCA) 814506 0 814506 KEEN FACULTY DEVELOPMENT (DCA) 789937 0 789937 FRANKLINCOVEY CLIENT SALES INC. (DCA) 2500000 0 2500000 PARTNERSHIP INCOME 7643287 8033177 7643287 PRIOR YEAR GRANT REFUND 661792 661792 AARON JAGDFELD - INVESTMENT CONSULTING 1500 1500 0 ACADIAN - INVESTMENT ADVISORY SERVICES 112355 112355 0 BANK OF AMERICA - CUSTODY SERVICES 57641 57641 0 BETTER PARTNERS, LLC - CONSULTING 675 0 675 CLARION LION - INVESTMENT ADVISORY SERVICES 205543 205543 0 FIDUCIARY MANAGEMENT - INVESTMENT ADVISORY SERVICES 257460 257460 0 FRED ALGER - INVESTMENT ADVISORY SERVICES 305416 305416 0 GARY LATO - INVESTMENT CONSULTING 2000 2000 0 MARQUETTE ASSOCIATES - INVESTMENT ADVISORY SERVICES 144000 144000 0 NIS - INVESTMENT ADVISORY SERVICES 137262 137262 0 OFI GLOBAL - INVESTMENT ADVISORY SERVICES 225486 225486 0 PARAMETRIC - INVESTMENT ADVISORY SERVICES 147187 147187 0 PRISA III - INVESTMENT ADVISORY SERVICES 398697 398697 0 PRUDENTIAL REAL ESTATE - INVESTMENT ADVISORY SERVICES 266653 266653 0 SCOTT CORMODE - CONSULTING 5000 0 5000 RREEF - INVESTMENT ADVISORY SERVICES 153066 153066 0 BRENT PETERSON - CONSULTING 6000 0 6000 WARREN PIERSON - INVESTMENT CONSULTING 2000 2000 0 JENNIFER GRAFFIUS - CONSULTING 11500 0 11500 SARAH ESTELLE - CONSULTING 6000 0 6000 CHRISTINA LAKE - CONSULTING 6000 0 6000 EDDY SHIGLEY - CONSULTING 8000 0 8000 JOHN SEEL CONSULTING LLC - CONSULTING 8822 0 8822 BETH JONES - CONSULTING 6000 0 6000 JOEL ROSARIO - CONSULTING 11300 0 11300 OAK ROSE GROUP, LLC - CONSULTING 9000 0 9000 SHARON KOENINGS - CONSULTING 52900 0 52900 NATHAN HELLING - CONSULTING 5500 0 5500 MARY MURPHY - CONSULTING 36158 0 36158 JASON HILES - CONSULTING 5500 0 5500 ARTEMSI - INVESTMENT CONSULTING 253556 253556 0 PIMCO - INVESTMENT CONSULTING 81497 81497 0 JONATHAN GRENZ - CONSULTING 5500 0 5500 RACHEL FERGUSON - CONSULTING 1000 0 1000 CHARLES E. SELF - CONSULTING 6000 0 6000 CHRIS ADAMS - CONSULTING 5000 0 5000 MICHAELA O'DONNELL - CONSULTING 5000 0 5000 BRENT WATERS - CONSULTING 6000 0 6000 GREG FORSTER - CONSULTING 5000 0 5000 SEVENSIDED CONSULTING 6000 0 6000 W. JAY MOON 6000 0 6000 FEDERAL EXCISE TAX PAYMENT 472654 0 0 STATE INCOME TAX PAYMENT 98 0 0