2021-03-15T12:07:23-05:00 2020-09-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990PF 2019-10-01 396060552 FRANK G & FRIEDA K BROTZ FAMILY FOUNDATION INC FRAN 9204582121 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 STUART BROTZ PRESIDENT 9204582121 2021-03-15 1 COURTNEY ADER P01278271 9202315890 2021-03-15 2019 2022-09-23 18:48:47Z X 22155334 X X 111 111 466410 466410 479785 1775639 479785 946306 946306 0 0 0 8878 4439 4439 27333 27333 0 19891 0 0 3922 1961 1961 60024 33733 6400 1755525 1755525 1815549 33733 1761925 -869243 912573 86748 8424 8424 5287 45106 45106 19600 20000 20000 5372229 5060208 5379996 11384968 10865851 16701808 16868832 15999589 22155334 0 0 X 0 0 0 0 16868832 15999589 16868832 15999589 16868832 15999589 16868832 -869243 0 15999589 0 15999589 PUBLICLY TRADED SECURITIES P 1770415 1295854 474561 474561 CAPITAL GAINS DIVIDENDS P 5224 5224 5224 479785 0 1919872 21027934 0.091301 1591745 22382866 0.071114 1724515 21440028 0.080434 1816345 20800481 0.087322 2217471 21892935 0.101287 0.431458 0.086292 20841795 1798480 9126 1807606 1761925 18251 0 18251 0 18251 20000 0 0 20000 0 1749 1749 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A JESSE R BROTZ 9204582121 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STUART W BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 PRESIDENT & TREASURER, TRU 5.00 0 0 0 JESSE R BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 SECRETARY, DIRECTOR, TRUST 1.00 0 0 0 ADAM T BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 VP, DIRECTOR, TRUSTEE 1.00 0 0 0 STUART W BROTZ II 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 TRUSTEE, DIRECTOR 1.00 0 0 0 JEFFREY T MOHR 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 21073026 86157 0 21159183 0 0 21159183 317388 20841795 1042090 1042090 18251 18251 1023839 0 1023839 0 1023839 1761925 0 1761925 0 1761925 1023839 0 0 1170030 796870 671534 492122 888366 4018922 1761925 0 0 0 1023839 738086 0 0 4757008 0 0 0 0 0 0 1170030 3586978 796870 671534 492122 888366 738086 GRANTS COMMITTEE 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 9204582121 A WRITTEN LETTER GIVING DETAILS OF THE APPLICANT, ITS PURPOSE, ITS INTENDED USE OF ANY GRANT, EVIDENCE THAT SHOWS THE APPLICANT IS QUALIFIED UNDER SECTION 170(C) OF THE INTERNAL REVENUE CODE. NONE, THE GRANTS COMMITTEE OF THIS PRIVATE FOUNDATION MEETS PERIODICALLY. THIS PRIVATE FOUNDATION'S GRANTS ARE MADE TO PUBLIC SUPPORTED 170(C)INTERNAL REVENUE CODE QUALIFIED ORGANIZATIONS; PRIMARILY IN WISCONSIN. NO GRANTS TO INDIVIDUALS OR ORGANIZATIONS THAT REQUIRE "EXPENDITURE RESPONSIBILITY UNDER TREASURY REGULATIONS". ABOVE & BEYOND CHILDREN'S MUSEUM 902 NORTH 8TH ST SHEBOYGAN WI 53081 NONE PC REVENUE SHORTFALL DUE TO COVID-19 10000 ABOVE & BEYOND CHILDREN'S MUSEUM 902 NORTH 8TH ST SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 10000 ABOVE & BEYOND CHILDREN'S MUSEUM 902 NORTH 8TH ST SHEBOYGAN WI 53081 NONE PC UPDATE PARTY ROOM 15000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 SOUTH LAKE DR MILWAUKEE WI 53207 NONE PC 2019 CATHOLIC STEWARDSHIP APPEAL 25000 AVIATION HERITAGE CENTER OF WISCONSIN N6191 RESOURCE DRIVE SHEBOYGAN FALLS WI 53085 NONE PC PLEDGE 1 OF 5-EDUCATIONAL PROGRAMS 10000 BADGER BOYS STATE INC 2930 AMERICAN LEGION DIVE PO BOX 388 PORTAGE WI 53901 NONE PC TECHNOLOGY IMPROVEMENTS 5000 BIG BROS & BIG SIST OF SHEBOYGAN CTY 2020 ERIE AVE SHEBOYGAN WI 53081 NONE PC PLEDGE 2 OF 4 - CONTINUED SUPPORT 10000 BIG BROS & BIG SIST OF SHEBOYGAN CTY 2020 ERIE AVE SHEBOYGAN WI 53081 NONE PC PLEDGE 2 OF 4 - DEVELOPMENT PROGRAMS 25000 BOOKWORM GARDENS 1415 CAMPUS DRIVE SHEBOYGAN WI 53081 NONE PC PLEDGE 2 OF 3 - INSTALLATION OF BRIDGE 50000 BOYS & GIRLS CLUB OF SHEBOYGAN COUNTY 107 CEDAR ST SHEBOYGAN FALLS WI 54085 NONE PC CONTINUED SUPPORT 10000 CAMP EVERGREEN CORPORATION 712 RIVERFRONT DR STE 301 SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 5000 CAMP EVERGREEN CORPORATION 712 RIVERFRONT DR STE 301 SHEBOYGAN WI 53081 NONE PC INSTALL CIRCULAR DRIVEWAY 20000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 SOUTH LAKE DR MILWAUKEE WI 53207 NONE PC PLEDGE 4 OF 4-SUPPORT BEHAVIORAL HEALTH COUNSELING & OUTREACH/CASE MANAGEMENT PROGRAMS FOR SHEBOYGAN CITY. 25000 CHILDREN'S HOSPITAL FOUNDATION 9000 W WISCONSIN AVE MILWAUKEE WI 53201 NONE PC PLEDGE 7 OF 7-NEONATAL INTENSIVE CARE UNIT 100000 DOGS2DOGTAGS PO BOX 262 SHEBOYGAN FALLS WI 53085 NONE PC ACQUIRE AND TRAIN 20 DOGS 30000 ECONOMICS WISCONSIN 7635 BLUEMOUND ROAD SUITE 106 MILWAUKEE WI 53213 NONE PC CONTINUED SUPPORT 5000 EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DR MADISON WI 53711 NONE PC SCHOLARSHIP SUPPORT 2020-2021 10000 FAMILY RESOURCE CENTER 1500 DOUGLAS DRIVE SUITE B PLYMOUTH WI 53073 NONE PC CONTINUED SUPPORT 10000 FOUNDATION FOR RELIGIOUS RETIREMENT 3221 S LAKE DRIVE ST FRANCIS WI 53235 NONE PC CONTINUED SUPPORT 1000 FRIENDS OF THE BROUGHTON SHEBOYGAN MARSH INC PO BOX 301 ELKHART LAKE WI 53020 NONE PC CONSTRUCTION EDUCATIONAL FACILITY (SHORT-FALL) 100000 GOOD NEWS JAIL & PRISION MINISTRY - 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SCHOLARSHIP PROGRAM 10000 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 NONE PC PLEDGE 3 OF 8-CONTINUED SUPPORT 12500 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 NONE PC PLEDGE 2 OF 8-CONTINUED SUPPORT 12500 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 NONE PC 2019 BUDGET DEFICIT - OPERATING EXPENSES 12500 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 NONE PC THIRD ANNUAL DINNER AUCTION 10000 MAKING SPIRITS BRIGHT PO BOX 441 SHEBOYGAN WI 53082 NONE PC HOLIDAY LIGHTS SHOW - 2020 5000 MEALS ON WHEELS OF SHEBOYGAN CTY INC 1004 S TAYLOR DR SHEBOYGAN WI 53081 NONE PC ECONOMIC COST OF COVID-19 40000 MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 NONE PC PLEDGE 2 OF 4-ANNUAL FUND FOR EXCELLENCE 50000 MILWAUKEE COLLEGE PREP 1228 W LLOYD STREET MILWAUKEE WI 53205 NONE PC CONTINUED SUPPORT 10000 MILWAUKEE PBS PO BOX 88401 MILWAUKEE WI 53288 NONE PC CONTINUED SUPPORT 500 MILWAUKEE SCHOOL OF ENGINEERING 1025 NORTH BROADWAY ST MILWAUKEE WI 53202 NONE PC PLEDGE 2 OF 5 - 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NORBERT FUND-ANNUAL STUDENT AID 10000 SALVATION ARMY (THE) 710 PENNSYLVANIA AVE SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 10000 SAMARITAN'S HAND INC 1714 NORTH 8TH STREET SUITE 4 SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT - VEHICLE/BLDG. 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