LAKESHORE COMMUNITY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAKESHORE COMMUNITY FOUNDATION INC (EIN 27-0978059)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-04
- IRS object ID
- 202511559349301356
- Schema version
- 2024v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-04T13:45:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MARITIME DRIVE SUITE 2B | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270978059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKESHORE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 9206825222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 MEMORIAL DRIVE | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL E WIEGERT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9206820715 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | LACEY SILBERNAGEL | PreparerPersonNm |
| PTIN | P01245590 | PTIN |
| Phone | 9206845500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHEL E WIEGERT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 MEMORIAL DRIVE | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,780,417 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.LAKESHORECOMMUNITYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO GATHER, GROW AND GIVE CHARITABLE FINANCIAL RESOURCES TO BENEFIT THE COMMUNITIES IT SERVES NOW AND FOR FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,525,190 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,031,849 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $91,761 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,127 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,000,565 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,661,003 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,617,516 | PYTotalRevenueAmt |
| CY Total Revenue | $16,802,979 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,475,103 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,570,376 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $185,737 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $248,647 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,768 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $130,309 | PYOtherExpensesAmt |
| CY Other Expenses | $161,658 | CYOtherExpensesAmt |
| PY Total Expenses | $1,791,149 | PYTotalExpensesAmt |
| CY Total Expenses | $1,980,681 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,826,367 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,822,298 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,205,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,562,778 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,739,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,061,976 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,466,472 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,500,802 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION STATEMENT: TO GATHER, GROW, AND GIVE ENDOWED CHARITABLE FINANCIAL RESOURCES TO BUILD STRONGER, MORE VIBRANT COMMUNITIES NOW AND INTO THE FUTURE.VALUE STATEMENT:WE ARE COMMITTED TO MANAGING OUR CLIENTS' PHILANTHROPIC ENDOWMENTS IN PERPETUITY, WITH A FOCUS ON MINIMIZING COSTS AND FEES TO MAXIMIZE THEIR IMPACT ON THE GRANTEES THEY CARE ABOUT MOST. OUR PRIORITY REMAINS SOLELY ON SUPPORTING OUR CLIENTS' CHARITABLE GOALS, THEREBY STRENGTHENING OUR COMMUNITIES THROUGHOUT THE LAKESHORE AREA AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,704,453 | ExpenseAmt |
| Grant | $1,570,376 | GrantAmt |
| Revenue | $110,127 | RevenueAmt |
| Desc | LAKESHORE COMMUNITY FOUNDATION, INC. IS A TAX EXEMPT PUBLIC CHARITY ORGANIZED TO PROMOTE AND MANAGE ENDOWMENT FUNDS PRIMARILY FOR THE BENEFIT OF SHEBOYGAN AND MANITOWOC COUNTIES. THE FOUNDATION RECEIVES, ADMINISTERS, AND DISTRIBUTES GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE LONG TERM BENEFIT OF THE COUNTIES IT SERVES. DURING 2024, THE FOUNDATION ADDED NINE NEW FUNDS TO ITS PORTFOLIO, AND CLOSED TWO, FOR A TOTAL OF 105 FUNDS WITH AN AGGREGATE MARKET VALUE OF $113.1 MILLION AT YEAR END. AVERAGE FUND SIZE WAS $1.1 MILLION. DURING 2024, GROWTH IN GIFTS TO NEW AND EXISTING FUNDS WAS $18.3 MILLION. THE FOUNDATION ISSUED 294 GRANTS DURING 2024 TOTALING $2.6 MILLION. SINCE THE FIRST FUND WAS ESTABLISHED IN MAY 2011, THE FOUNDATION HAS DISTRIBUTED $24.9 MILLION IN GRANTS. | Desc |
| Total Program Service Expenses | $1,704,453 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL WIEGERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9206825222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 MEMORIAL DRIVE | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS ASCHENBRENNER | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES VOPAT | ||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS BARE | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE PFEFFER | ||||||
| SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD BALGE | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RANDALL OLM | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| GRANT PAULY | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| ALEX ALLIE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA LANGAN | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RACHEL WIEGERT | ||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $145,000 | $0 | $4,350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $145,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,031,849 | AllOtherContributionsAmt |
| Noncash Contributions | $2,145,371 | NoncashContributionsAmt |
| Total Contributions | $13,031,849 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $110,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,127 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,127 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,630,684 | TotalRevenueColumnAmt |
| Exclusion | $1,630,684 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,007,757 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $977,438 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,030,319 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,030,319 | TotalRevenueColumnAmt |
| Exclusion | $2,030,319 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,802,979 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,127 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,661,003 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,570,376 | TotalAmt |
| Program Services | $1,570,376 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,350 | TotalAmt |
| Program Services | $74,675 | ProgramServicesAmt |
| Management And General | $59,740 | ManagementAndGeneralAmt |
| Fundraising | $14,935 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,733 | TotalAmt |
| Program Services | $32,867 | ProgramServicesAmt |
| Management And General | $26,293 | ManagementAndGeneralAmt |
| Fundraising | $6,573 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,444 | TotalAmt |
| Program Services | $8,722 | ProgramServicesAmt |
| Management And General | $6,978 | ManagementAndGeneralAmt |
| Fundraising | $1,744 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,120 | TotalAmt |
| Program Services | $8,060 | ProgramServicesAmt |
| Management And General | $6,448 | ManagementAndGeneralAmt |
| Fundraising | $1,612 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,182 | TotalAmt |
| Management And General | $9,182 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,627 | TotalAmt |
| Management And General | $14,627 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,184 | TotalAmt |
| Management And General | $107,184 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,155 | TotalAmt |
| Management And General | $11,155 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272 | TotalAmt |
| Program Services | $136 | ProgramServicesAmt |
| Fundraising | $136 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,561 | TotalAmt |
| Program Services | $3,280 | ProgramServicesAmt |
| Management And General | $2,227 | ManagementAndGeneralAmt |
| Fundraising | $1,054 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434 | TotalAmt |
| Program Services | $217 | ProgramServicesAmt |
| Fundraising | $217 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,131 | TotalAmt |
| Program Services | $1,565 | ProgramServicesAmt |
| Fundraising | $1,566 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47 | TotalAmt |
| Program Services | $23 | ProgramServicesAmt |
| Fundraising | $24 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,460 | TotalAmt |
| Program Services | $2,730 | ProgramServicesAmt |
| Management And General | $2,184 | ManagementAndGeneralAmt |
| Fundraising | $546 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & MEMBERSHIPS | Desc |
| Total | $1,560 | TotalAmt |
| Program Services | $780 | ProgramServicesAmt |
| Management And General | $624 | ManagementAndGeneralAmt |
| Fundraising | $156 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,045 | TotalAmt |
| Program Services | $1,022 | ProgramServicesAmt |
| Management And General | $818 | ManagementAndGeneralAmt |
| Fundraising | $205 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,980,681 | TotalAmt |
| Program Services | $1,704,453 | ProgramServicesAmt |
| Management And General | $247,460 | ManagementAndGeneralAmt |
| Fundraising | $28,768 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,630 | BOYAmt |
| EOY | $63,042 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,648 | BOYAmt |
| EOY | $13,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,545 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,232,493 | BOYAmt |
| EOY | $113,443,483 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,701 | BOYAmt |
| EOY | $2,043,191 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,205,472 | BOYAmt |
| EOY | $115,562,778 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,252 | BOYAmt |
| EOY | $42,686 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,700,748 | BOYAmt |
| EOY | $39,019,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,739,000 | BOYAmt |
| EOY | $39,061,976 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,585,771 | BOYAmt |
| EOY | $74,457,611 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,701 | BOYAmt |
| EOY | $2,043,191 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,466,472 | BOYAmt |
| EOY | $76,500,802 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,205,472 | BOYAmt |
| EOY | $115,562,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,822,298 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,049,542 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $162,490 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,728,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,164,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,096,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,883,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,298,597 | CurrentTaxYearAmt |
| Total | $56,171,548 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,728,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,164,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,096,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,883,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,298,597 | CurrentTaxYearAmt |
| Total | $56,171,548 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,420,953 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,750,595 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $588,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $741,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $844,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,124,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,630,684 | CurrentTaxYearAmt |
| Total | $4,929,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,101,481 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $379,633 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | DESCRIPTION: CASH AND STOCK DONATION DATE: 02/08/22 AMOUNT: 4256653. |
| SCHEDULE A, PART II, LINE 1 | THE LAKESHORE COMMUNITY FOUNDATION RECEIVES AND HOLDS FUNDS FOR OTHER TAX-EXEMPT ORGANIZATIONS. AS SUCH, LAKESHORE COMMUNITY FOUNDATION REPORTS CONTRIBUTIONS OF SUCH PROPERTY ON SCHEDULE A, PART II, LINE 1. HOWEVER, CONTRIBUTIONS OF SUCH PROPERTY ARE NOT INCLUDED IN REVENUE ON FORM 990, PART VIII. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 33 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 31 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $12,732,550 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $274,301 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,261,131 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $309,644 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $55,084,511 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $19,030,676 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,200 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,345 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR OTHERS | Desc |
| Amt | $39,019,290 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,019,290 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $18,919,827 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,049,542 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $12,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $162,490 | OtherRevenueAmt |
| Revenue Not Reported | $2,224,032 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,695,795 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $107,184 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $107,184 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,802,979 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,885,497 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $12,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $12,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,873,497 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $107,184 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $107,184 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,980,681 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFICIAL INTEREST IN TRUST 162,490. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (58 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ASCEND SERVICES INC | ||||||||
| 2818 MEADOW LANE | MANITOWOC | WI | 54220 | 390988532 | 501(C)(3) | $9,600 | $0 | $4,500 UNRESTRICTED, $5,100 TO CREATE NUTRITIOUS COOKING PROGRAM TAILORED FOR THE YOUTH WHO ARE SERVED BY ASCEND SERVICES |
| BIG BROTHERS BIG SISTERS WI SHORELINE INC | ||||||||
| 632 NORTH 8TH STREET UNIT 2 | SHEBOYGAN | WI | 53081 | 391102065 | 501(C)(3) | $5,500 | $0 | $500 - UNRESTRICTED, $5,000 A MATCH MADE AT DINNER EVENT |
| BLESSED SACRAMENT CONGREGATION | ||||||||
| 2116 HOLLISTER AVENUE | MADISON | WI | 537263958 | 390813395 | 501(C)(3) | $14,475 | $0 | UNRESTRICTED |
| BOYS & GIRLS CLUB OF SHEBOYGAN COUNTY | ||||||||
| 107 CEDAR STREET | SHEBOYGAN FALLS | WI | 53085 | 391246782 | 501(C)(3) | $9,500 | $0 | $7,500 - UNRESTRICTED, $2,000 - OPERATIONS |
| BRILLION PUBLIC SCHOOLS | ||||||||
| W1101 CTY HR | BRILLION | WI | 54110 | 396001095 | GOVERNMENT | $5,280 | $0 | 2024 DISTRIBUTION - BRILLION HIGH SCHOOL |
| CAMP EVERGREEN CORPORATION | ||||||||
| 712 RIVERFRONT DRIVE SUITE 301 | SHEBOYGAN | WI | 53081 | 396007027 | 501(C)(3) | $8,000 | $0 | $3,000 - UNRESTRICTED, $5,000 - NATATORIUM PROJECT |
| CAPITOL CIVIC CENTRE INC | ||||||||
| PO BOX 399 | MANITOWOC | WI | 542210399 | 391569595 | 501(C)(3) | $14,900 | $0 | $2,800 - UNRESTRICTED, $12,100 - DISTRIBUTION 2024 |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC | ||||||||
| MS 3050 PO BOX 1997 | MILWAUKEE | WI | 53201 | 391500075 | 501(C)(3) | $20,000 | $0 | JOHN AND BRIGID MILLER FAMILY FUND - TO SUPPORT THE CHILDREN'S CENTER FOR CHILD DEVELOPMENT |
| CITY OF MANITOWOC | ||||||||
| 900 QUAY STREET | MANITOWOC | WI | 54220 | 396005511 | GOVERNMENT | $19,085 | $0 | $400 - K-9 PRESERVATION FUND, $685 - TO SUPPORT TRAINING OF, AND PURCHASE OF EQUIPMENT FOR THE K-9 UNITS, $18,000 - PURCHASE OF K-9 ROLLO AND ASSOCIATED TRAINING NEEDS AND EQUIPMENT |
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | 362423707 | 501(C)(3) | $45,000 | $0 | UNRESTRICTED |
| DEMENTIA INNOVATIONS INC | ||||||||
| 930 NORTH 6TH STREET SUITE 003 | SHEBOYGAN | WI | 53081 | 842907425 | 501(C)(3) | $10,000 | $0 | INNOVATION VILLAGE PROJECT |
| EARL O VITS MEMORIAL TRUST | ||||||||
| PO BOX 117 | TWO RIVERS | WI | 54241 | 930775732 | 501(C)(3) | $8,300 | $0 | CAMP SINAWA |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | 110303001 | 501(C)(3) | $8,000 | $0 | BJP GIFT FUND #60373 |
| FIRST UNITED LUTHERAN CHURCH | ||||||||
| 2401 KOHLER MEMORIAL DRIVE | SHEBOYGAN | WI | 53081 | 411568278 | 501(C)(3) | $6,500 | $0 | $1,000 - ASP FUND (YOUTH MISSION TRIP), $5,500 - UNRESTRICTED |
| GOOD SHEPHERD PARISH | ||||||||
| 62 EAST MAIN STREET | CHILTON | WI | 53014 | 390860456 | 501(C)(3) | $10,000 | $0 | CHILTON AREA CATHOLIC SCHOOL |
| HOPE HOUSE OF MANITOWOC COUNTY INC | ||||||||
| 1000 SOUTH 35TH STREET | MANITOWOC | WI | 54220 | 320115704 | 501(C)(3) | $5,500 | $0 | UNRESTRICTED |
| HUMANE SOCIETY OF SHEBOYGAN COUNTY | ||||||||
| 3209 NORTH 21ST STREET | SHEBOYGAN | WI | 53083 | 391050684 | 501(C)(3) | $5,500 | $0 | $3,000 - UNRESTRICTED, $2,500 - OPERATIONS |
| JOHN MICHAEL KOHLER ARTS CENTER INC | ||||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | 391085180 | 501(C)(3) | $11,000 | $0 | $6,000 - UNRESTRICTED, $5,000 - OPERATIONS |
| LAKESHORE FIRST ROBOTICS PROGRAM | ||||||||
| 2814 WOLLMER STREET | MANITOWOC | WI | 54220 | 464316812 | 501(C)(3) | $75,000 | $0 | UNRESTRICTED |
| LAKESHORE HUMANE SOCIETY INC | ||||||||
| 1551 NORTH 8TH STREET | MANITOWOC | WI | 54220 | 391142305 | 501(C)(3) | $15,100 | $0 | $10,500 - UNRESTRICTED, $4,600 0 TO BUILD A NEW ANIMAL SHELTER |
| LAKESHORE REGIONAL CHILD ADVOCACY CENTER INC | ||||||||
| 134 SOUTH FOSTER DRIVE | SAUKVILLE | WI | 53080 | 371829968 | 501(C)(3) | $6,000 | $0 | $1,000 - UNRESTRICTED, $5,000 - CHILD ADVOCACY CENTER IN SHEBOYGAN COUNTY |
| LAKESHORE TECHNICAL COLLEGE FOUNDATION INC | ||||||||
| 1290 NORTH AVENUE | CLEVELAND | WI | 53015 | 391269078 | 501(C)(3) | $72,185 | $0 | $30,000 - JOHN AND KATE MILLER IMPACT FUND: ACADEMIC YEAR 2023-2024, $685 - SCHOLARSHIPS FOR STUDENTS IN CRIMINAL JUSTICE - LAW ENFORCEMENT PROGRAM, $32,000 - JOHN AND KATE MILLER IMPACT FUND: ACADEMIC YEAR 2024-2025, $9,500 - CHEST TUBE SIMULATOR |
| LESTER PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 1001 ADAMS STREET | TWO RIVERS | WI | 54241 | 391488302 | 501(C)(3) | $8,500 | $0 | $3,500 - UNRESTRICTED, $5,000 - MISCELLANEOUS EXPENSES FOR THE WORLD ON THE MOVE EXHIBIT |
| LUTHERAN HIGH SCHOOL ASSOCIATION OF THE GREATER SHEBOYGAN AREA INC | ||||||||
| 3323 UNIVERSITY DRIVE | SHEBOYGAN | WI | 53081 | 391269495 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
| MANITOWOC COUNTY DOMESTIC VIOLENCE CENTER INC | ||||||||
| 300 EAST REED AVENUE | MANITOWOC | WI | 54220 | 391354763 | 501(C)(3) | $32,100 | $0 | $15,000 - UNRESTRICTED, $10,000 - DONOR'S PARAMETERS IN THE ACCOMPANYING GRANT LETTER, $7,100 - TO SUPPORT CASE MANAGEMENT AND ADVOCACY FOR VICTIMS OF ABUSE. |
| MANITOWOC COUNTY HISTORICAL SOCIETY | ||||||||
| 924 PINECREST ROAD | MANITOWOC | WI | 54220 | 237022183 | 501(C)(3) | $6,165 | $0 | $3,000 - UNRESTRICTED, $400 - MANITOWOC COUNTY HISTORICAL SOCIETY ENDOWMENT FUND, $2,765 - FUNDING FOR ITEMS ON THE WISH LIST IN HONOR OF BOB FAY'S EXCEPTIONAL AND ENGAGING HISTORICAL ARTICLES. |
| MANITOWOC PUBLIC SCHOOL DISTRICT FOUNDATION | ||||||||
| PO BOX 1657 | MANITOWOC | WI | 542211657 | 260584461 | 501(C)(3) | $122,533 | $0 | $4,000 - 4 $1,000 SCHOLARSHIPS TO LINCOLN HIGH SCHOOL GRADUATES, $94,520 2024 DISTRIBUTION LINCOLN HIGH SCHOOL, $24,013 - 2024 DISTRIBUTION LINCOLN HIGH SCHOOL SCHOLARSHIPS |
| MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC | ||||||||
| PO BOX 606 | MANITOWOC | WI | 542210606 | 396060498 | 501(C)(3) | $18,300 | $0 | $11,200 - DISTRIBUTION 2024, $7,100 - EDUCATIONAL PROGRAM FOR MANITOWOC PUBLIC SCHOOL DISTRICT MIDDLE SCHOOL ORCHESTRA STUDENTS |
| MARQUETTE UNIVERSITY | ||||||||
| PO BOX 1881 | MILWAUKEE | WI | 532011881 | 390806251 | 501(C)(3) | $30,000 | $0 | $10,000 - LAW SCHOOL'S MARK A. AND JOAN RAVANELLI MILLER ENDOWED SCHOLARSHIP, $20,000 - CIVIC DIALOGUE PROGRAM CURRENT USE FUND |
| MENTAL HEALTH AMERICA LAKESHORE INC | ||||||||
| 410 S MILWAUKEE STREET | PLYMOUTH | WI | 53073 | 391018013 | 501(C)(3) | $7,000 | $0 | UNRESTRICTED |
| PLANNED PARENTHOOD OF WISCONSIN INC | ||||||||
| 302 NORTH JACKSON STREET | MILWAUKEE | WI | 53202 | 390863391 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| RCS EMPOWERS INC | ||||||||
| PO BOX 0248 | SHEBOYGAN | WI | 530820248 | 391030350 | 501(C)(3) | $6,500 | $0 | $2,000 - UNRESTRICTED, $1,500 - SHINE ON EVENT, $3,000 - THE OUTDOOR GARDEN |
| RONCALLI CATHOLIC SCHOOLS | ||||||||
| 2000 MIRRO DRIVE | MANITOWOC | WI | 54220 | 391046808 | 501(C)(3) | $147,720 | $0 | $1,000 - RONCALLI HIGH SCHOOL, $88,720 - 2024 DISTRIBUTION RONCALLI HIGH SCHOOL, $27,000 - RONCALLI HIGH SCHOOL, $31,000 - RONCALLI ELEMENTARY SCHOOL |
| SACRED HEART CATHOLIC CHURCH | ||||||||
| PO BOX 1080 | LACOMBE | LA | 70445 | 720725410 | 501(C)(3) | $14,475 | $0 | UNRESTRICTED |
| SAFE HARBOR OF SHEBOYGAN COUNTY INC | ||||||||
| PO BOX 582 | SHEBOYGAN | WI | 530820582 | 391690041 | 501(C)(3) | $6,000 | $0 | UNRESTRICTED |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $80,000 | $0 | UNRESTRICTED |
| SHEBOYGAN COUNTY FOOD BANK INC | ||||||||
| 3115 NORTH 21ST STREET STE 1 | SHEBOYGAN | WI | 53083 | 391733883 | 501(C)(3) | $39,000 | $0 | $18,000 - UNRESTRICTED, $15,000 - FOOD FOR THOUGHT WEEKEND BACKPACK PROGRAM, $1,000 - FOOD FOR THOUGHT 2024, $5,000 - OPERATIONS |
| SHEBOYGAN PUBLIC EDUCATION FOUNDATION INC | ||||||||
| 605 NORTH 8TH STREET STE 214 | SHEBOYGAN | WI | 53081 | 392027804 | 501(C)(3) | $40,000 | $0 | SCHOLARSHIPS |
| SMILE TRAIN INC | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | 133661416 | 501(C)(3) | $14,650 | $0 | UNRESTRICTED |
| ST FRANCIS OF ASSISI PARISH | ||||||||
| 601 NORTH 8TH STREET | MANITOWOC | WI | 54220 | 390806345 | 501(C)(3) | $14,475 | $0 | UNRESTRICTED |
| ST MARY'S HOME FOR THE AGED INC | ||||||||
| 1635 SOUTH 21ST STREET | MANITOWOC | WI | 54220 | 390826123 | 501(C)(3) | $8,156 | $0 | $500 - AREA OF GREATEST NEED, $3,406 - FELICIAN VILLAGE CORNERSTONE ENDOWMENT FUND FOR THE POOR, $1,650 - PATIO FURNITURE, $2,600 - DEMENTIA TRAINING AND EDUCATION FOR FELICIAN VILLAGE STAFF |
| ST PETER THE FISHERMAN PARISH | ||||||||
| 3201 MISHICOT ROAD | TWO RIVERS | WI | 54241 | 390824021 | 501(C)(3) | $17,975 | $0 | UNRESTRICTED |
| ST THOMAS THE APOSTLE CATHOLIC COMMUNITY | ||||||||
| 8100 BRUNNER ROAD | NEWTON | WI | 53063 | 237378703 | 501(C)(3) | $10,100 | $0 | $5,100 RELIGIOUS EDUCATION PROGRAM, $5,000 YOUTH MISSION PROGRAM |
| TEEN CHALLENGE INTERNATIONAL INC MILWAUKEE WI | ||||||||
| PO BOX 250771 | MILWAUKEE | WI | 53225 | 391447329 | 501(C)(3) | $20,000 | $0 | UNRESTRICTED |
| THE CROSSING OF MANITOWOC COUNTY INC | ||||||||
| 501 NORTH 10TH STREET | MANITOWOC | WI | 54220 | 203148598 | 501(C)(3) | $24,400 | $0 | $4,000 - UNRESTRICTED, $16,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $4,400 - TO REPLENISH THE PANTRY STOCK FOR THE EARN WHILE YOU LEARN PROGRAM |
| THE HAVEN OF MANITOWOC COUNTY INC | ||||||||
| PO BOX 1795 | MANITOWOC | WI | 542211795 | 454137918 | 501(C)(3) | $25,700 | $0 | $8,800 - UNRESTRICTED, $16,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $900 - DISTRIBUTION 2024 |
| THE MEDICAL COLLEGE OF WISCONSIN INC | ||||||||
| PO BOX 26509 | MILWAUKEE | WI | 532260509 | 390806261 | 501(C)(3) | $25,000 | $0 | LEBAHN PANCREATIC CANCER PROGRAM |
| TREEHOUSE THEATRE INC | ||||||||
| PO BOX 1722 | MANITOWOC | WI | 542211722 | 455119877 | 501(C)(3) | $26,000 | $0 | FUNDING FOR 26 STUDENTS TO ATTEND THE JUNIOR THEATRE FESTIVAL IN ATLANTA, GEORGIA |
| TRINITY LUTHERAN CHURCH | ||||||||
| 824 WISCONSIN AVENUE | SHEBOYGAN | WI | 53081 | 390841824 | 501(C)(3) | $6,000 | $0 | $2,000 - SCHOOL, $4,000 - REGULAR CHURCH GIVING |
| TWO RIVERS PUBLIC SCHOOL DISTRICT | ||||||||
| 4519 LINCOLN AVENUE | TWO RIVERS | WI | 54241 | GOVERNMENT | $10,114 | $0 | $4,000 - 4 $1,000 SCHOLARSHIPS TO TWO RIVERS HIGH SCHOOL GRADUATES, $5,050 - 2024 DISTRIBUTION TWO RIVERS HIGH SCHOOL, $1,064.23 - FOR TEACHER'S REQUESTS FOR EQUIPMENT, MATERIALS AND/OR SCHOOL PROGRAMMING THAT SUPPORT STUDENTS AND/OR TEACHERS OF THE TWO RIVERS SCHOOL DISTRICT WITH INDIVIDUAL GRANTS NOT EXCEEDING $300 | |
| UNITED WAY MANITOWOC COUNTY INC | ||||||||
| 21 EAST WALDO BOULEVARD | MANITOWOC | WI | 54220 | 391099039 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| UNITED WAY OF SHEBOYGAN COUNTY | ||||||||
| 2020 ERIE AVENUE | SHEBOYGAN | WI | 53081 | 390808471 | 501(C)(3) | $55,000 | $0 | $40,000 - UNRESTRICTED, $15,000 - ON BEHALF OF JOAN RAVANELLI MILLER |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 532780807 | 390743975 | 501(C)(3) | $40,400 | $0 | $10,000 - TO THE PULMONARY FIBROSIS PATIENT ASSISTANCE FUND, $27,100 - TO HELP HIRE A RESEARCH COORDINATOR FOR THE PULMONARY FIBROSIS RESEARCH TEAM, $3,300 - HIPPITY HOP FUND - XXX-XX-XXXX |
| UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION | ||||||||
| 410 SOUTH 3RD STREET 112 SOUTH HALL | RIVER FALLS | WI | 54022 | 396064630 | 501(C)(3) | $25,000 | $0 | FARLEY COACHING FUND |
| USA WATER SKI AND WAKE SPORTS INC | ||||||||
| PO BOX 10 | MANITOWOC | WI | 542210010 | 590841458 | 501(C)(3) | $8,000 | $0 | $500 - 2024 EMS LICENSES FOR AMERICAN BAREFOOT CLUB MEMBERS, $1,500 - LOC HOSTING IN 2024 US BAREFOOT NATIONALS (ROCKY MOUNTAIN BAREFOOT CLUB), UP TO $3,000 TO PAY FOR CODING NEEDS OF THE AMERICAN BAREFOOT CLUB TO THE LION SCORING PROGRAM AND ANY REMAINING FUNDS TO GO THE AMERICAN BAREFOOT CLUB UNRESTRICTED. $3,000 - SOUTHERN REGION OF THE AMERICAN BAREFOOT CLUB, A DIVISION OF USA WATER, FOR HOSTING THE 2024 IWWF WORLD OPEN, JUNIOR AND UNDER BAREFOOT CHAMPIONSHIPS |
| VALDERS AREA SCHOOL DISTRICT | ||||||||
| 201 WEST WILSON STREET | VALDERS | WI | 54245 | GOVERNMENT | $5,050 | $0 | VALDERS HIGH SCHOOL | |
| WISCONSIN BANKERS FOUNDATION INC | ||||||||
| 4721 SOUTH BILTMORE LANE | MADISON | WI | 53718 | 463791061 | 501(C)(3) | $10,000 | $0 | CONTRIBUTION TO THE LEADERS IN BANKING EXCELLENCE WALL HONORING BILL CENSKY |
| WOODLAND DUNES NATURE CENTER INC | ||||||||
| PO BOX 486 | TWO RIVERS | WI | 54241 | 396084264 | 501(C)(3) | $25,700 | $0 | $2,500 - UNRESTRICTED, $2,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $11,200 - DISTRIBUTION 2024, $10,000 - FORGET-ME-NOT CREEK PROJECT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 58 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TYPICALLY, WITHIN A YEAR OF ISSUING A "RESTRICTED" GRANT, THE FOUNDATION FOLLOWS UP WITH THE GRANTEE TO DOCUMENT HOW THE GRANT WAS USED TO ENSURE DONOR INTENT WAS HONORED. IF GRANT FUNDS WERE NOT USED IN ACCORDANCE WITH THE RESTRICTION PLACED ON THE GRANT, THE FOUNDATION WILL EVALUATE THE SITUATION AND MAY REQUEST THAT THE GRANT FUNDS BE RETURNED TO THE FOUNDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,145,371 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE OF HIGH & LOW | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS BEING REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FORM 990 IS REVIEWED BY THE CEO. ANY AREAS IN QUESTION ARE DISCUSSED WITH CLA AND A REVISED COPY, IF NECESSARY, IS SENT TO THE CEO FOR REVIEW. THE CEO MAKES THE FORM 990 AVAILABLE TO THE BOARD MEMBERS AT THE FOUNDATION'S SECURE BOARD PORTAL FOR THEIR REVIEW. THE FORM 990 IS FORMALLY REVIEWED AT A BOARD MEETING IN WHICH CLA REPRESENTATIVES ARE PRESENT TO DISCUSS IT AND ANSWER ANY QUESTIONS. THE FORM 990 IS THEN APPROVED AT THAT BOARD MEETING, AND CLA IS NOTIFIED WHEN IT IS APPROVED SO IT CAN BE FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, AT THE FOUNDATION'S ANNUAL MEETING, THE BOARD REVIEWS AND APPROVES THE CONFLICT OF INTEREST POLICY. EACH DIRECTOR COMPLETES A "WRITTEN ACCEPTANCE OF CONFLICTS OF INTEREST POLICY AND A "CONFLICT OF INTEREST DISCLOSURE STATEMENT". THESE COMPLETED DOCUMENTS ARE KEPT ON FILE AND REFERENCED THROUGHOUT THE YEAR AS NEEDED. AT EACH BOARD MEETING WHEN NEW FUNDS AND GRANTS ARE APPROVED, THE BOARD MEMBERS ARE REMINDED TO ABSTAIN IF THEY HAVE A DIRECT OR INDIRECT RELATIONSHIP WITH THE FUNDS AND GRANTS PRESENTED FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS, REPRESENTING INDEPENDENT PERSONS, SETS THE CEO COMPENSATION DURING EXECUTIVE SESSION. THE CEO'S PERFORMANCE IS REVIEWED ALONG WITH THE COUNCIL ON FOUNDATION'S CURRENT GRANTMAKERS SALARIES & BENEFITS SURVEY. THE BOARD OF DIRECTORS CONSIDERS THE CEO BASE SALARY RANGE FOR COMMUNITY FOUNDATIONS WITH COMPARABLE ASSETS UNDER MANAGEMENT. ADDITIONALLY, THE BOARD OF DIRECTORS IS AWARE OF, AND COMPLIANT WITH, IRS GUIDANCE ON EXECUTIVE COMPENSATION INVOLVING PUBLIC CHARITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN TRUST 162,490. |