2025-11-14T15:02:49-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990PF 2024-01-01 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 2025-11-14 1 1 TROY MARINE P00187863 4147775500 2025-11-14 2024 2025-03-06 01:10:19Z X 836952772 X 0 X 8684791 8684791 37290453 188046530 47308653 6954007 7323917 52929251 63317361 1644107 222222 1421885 2381201 38451 2342750 1294880 60978 1233902 23725 0 22997 53267 26634 26634 4219477 3960568 210909 520398 101735 0 32692 0 32692 3038078 0 3038078 6046 0 6046 17523681 0 17523681 30737552 4410588 25859574 66528519 66528519 97266071 4410588 92388093 -44336820 58906773 36426 257903 257903 10987677 6590430 6590430 359481892 362243312 362243312 86333347 76907816 76907816 384952192 390953311 390953311 841791534 836952772 836952772 0 0 X 841791534 836952772 841791534 836952772 841791534 836952772 841791534 -44336820 39498058 836952772 0 836952772 PUBLICLY TRADED SECURITIES 188046530 150756077 37290453 37290453 GAINS REPORTED ON K-1S AND PARTNERSHIPS 10018200 10018200 10018200 47308653 818804 0 818804 0 818804 685000 0 50000 0 735000 X 22 83826 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 409852 87093 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 3000 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 2000 0 0 RAHN JAMES C W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR & PRESIDENT 40.00 753419 92344 0 RAMIREZ AUSTIN W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR 1.00 2000 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 467836 88296 0 TABAT DAWN W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 DIRECTOR 1.00 2000 0 0 STAWSKI CHRISTOPHER W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 229608 72073 0 MELTON DOUG W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 219639 69355 0 WILKEN KAREN W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 195177 64148 0 ZWISLER STASIA W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 152177 67685 0 RAMIREZ KELLY W305 S4239 BROOKHILL ROAD WAUKESHA WI 53189 PROGRAM DIRECTOR 40.00 156731 55524 0 14 FRANKLINCOVEY CLIENT SALES INC 2200 WEST PARKWAY BLVD SALT LAKE CITY UT 84119 EXPAND LEADER IN ME IN K12 SCHOOLS 14638889 CONCURRENCY 13600 BISHOPS CT BROOKFIELD WI 53005 CONSULTING 849606 PENNYBACKER VI LP 1111 W 6TH ST BUILDING A SUITE 200 AUSTIN TX 78703 INVESTMENT ADVISORY 475274 PGIM PRIVATE CAPITAL 150 N RIVERSIDE PLAZA SUITE 2100 CHICAGO IL 60606 INVESTMENT ADVISORY 426772 PGIM REAL ESTATE 7 GIRALDA FARMS MADISON NJ 07940 INVESTMENT ADVISORY 422618 14 FRANKLINCOVEY CLIENT SALES INC. - CONSULTING TO EXPAND THE LEADER IN ME NETWORK 14638889 MAINTENANCE AND ENHANCEMENT OF KEEN DIGITAL PLATFORM FOR USE BY THE KEEN NETWORK OF OVER 7,300 USERS 1119650 FACULTY DEVELOPMENT - 15 CONFERENCES CONVENED TO TRAIN FACULTY WITHIN THE KEEN NETWORK WITH 427 GRANTEES IN ATTENDANCE 1652474 KEEN PROGRAM NETWORK CONFERENCES - HOSTED 2 EVENTS IN 2024 WITH A TOTAL OF 591 GRANTEES IN ATTENDANCE 1836417 0 451715527 154632 396328618 848198777 0 0 848198777 12722982 835475795 41773790 41773790 818804 17477 836281 40937509 29763 40967272 0 40967272 92388093 0 92388093 40967272 0 0 23200664 29946922 39444829 11105252 34690889 138388556 92388093 0 0 0 40967272 51420821 0 0 189809377 0 0 0 0 0 0 23200664 166608713 29946922 39444829 11105252 34690889 51420821 X AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES 1818 R ST NW WASHINGTON DC 20009 N/A PC SUPPORT FOR THE CLTE 600000 ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY 300 E UNIVERSITY DR TEMPE AZ 85281 N/A PC EMBEDDING EM INSTITUTIONALLY 6245000 BAYLOR UNIVERSITY 1311 S 5TH ST WACO TX 76706 N/A PC EMBEDDING EM INSTITUTIONALLY 3000 BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 N/A PC DEVELOP A FRAMEWORK TO FORM LEADERS FOR FLOURISHING AT BELMONT UNIVERSITY 1000000 BES INC 131 DARTMOUTH ST FLOOR 3 BOSTON MA 02116 N/A PC EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS 250000 BIOLA UNIVERSITY INC 13800 BIOLA AVE LA MIRADA CA 90639 N/A PC GROW APDP 66294 BRADLEY UNIVERSITY 1501 W BRADLEY AVE PEORIA IL 61625 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC 575 MADISON AVE STE 1006 NEW YORK NY 10022 N/A PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 1191329 BUCKNELL UNIVERSITY 235 DANA ENGINEERING BLDG LEWISBURG PA 17837 N/A PC EMBEDDING EM INSTITUTIONALLY 26875 CALIFORNIA BAPTIST UNIVERSITY 8432 MAGNOLIA AVE RIVERSIDE CA 92504 N/A PC IMPLEMENT APDP 84000 CAMPBELL UNIVERSITY INC 450 LESLIE CAMPBELL AVE BUIS CREEK NC 27506 N/A PC EMBEDDING EM INSTITUTIONALLY 30000 CARNEGIE MELLON UNIVERSITY 5000 FORBES AVE PITTSBURGH PA 15213 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 CARTHAGE COLLEGE 2001 ALFORD PARK DR KENOSHA WI 53140 N/A PC EMBEDDING EM INSTITUTIONALLY 10000 CATHOLIC MEMORIAL HIGH SCHOOL OF WAUKESHA INC 221 SOUTH HARTWELL AVENUE WAUKESHA WI 53186 N/A PC GENERAL OPERATING SUPPORT 25000 CENTER FOR URBAN TEACHING INC 2600 W WISCONSIN AVE MILWAUKEE WI 53233 N/A PC SUPPORT LEADERSHIP DEVELOPMENT PROGRAM 516384 CHARACTER LAB INC 3675 MARKET STREET SUITE 200 PHILADELPHIA PA 19104 N/A PC CHARACTER FOCUSED CONTENT AND PROGRAMMING 110700 CHARTER FUND INC 1390 LAWRENCE STREET SUITE 200 DENVER CO 80204 N/A PC IMPACT-CHARACTER-CTE INTEGRATION 14400000 CLARKSON UNIVERSITY 8 CLARKSON AVE POTSDAM NY 13699 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 CLEMSON UNIVERSITY 101 CALHOUN DR CLEMSON SC 29634 N/A GOV EMBEDDING EM INSTITUTIONALLY 35000 COLONIAL WILLIAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 N/A PC GENERAL OPERATING SUPPORT 200000 COLORADO SCHOOL OF MINES 1500 ILLINOIS STREET GOLDEN CO 80401 N/A GOV EMBEDDING EM INSTITUTIONALLY 37500 DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 N/A PC EMBEDDING EM INSTITUTIONALLY 100000 DUKE UNIVERSITY 146 LANGFORD BUILDING PO BOX 90968 DURHAM NC 27708 N/A PC EMBEDDING EM INSTITUTIONALLY; IMPLEMENT APDP 345000 ELIZABETHTOWN COLLEGE 1 ALPHA DR ELIZABETHTOWN PA 17022 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 EMBRY-RIDDLE AERONAUTICAL UNIVERSITY INC 600 SOUTH CLYDE MORRIS BLVD DAYTONA BEACH FL 32114 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 FLORIDA GULF COAST UNIVERSITY BOARD OF TRUSTEES 10501 FGCU BLVD S FORT MYERS FL 33965 N/A GOV EMBEDDING EM INSTITUTIONALLY 25000 FLORIDA INSTITUTE OF TECHNOLOGY INC 150 WEST UNIVERSITY BOULEVARD MELBOURNE FL 32901 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC 510 WALNUT ST SUITE 1250 PHILADELPHIA PA 19106 N/A PC CAPACITY BUILDING 250000 FRANKLIN W OLIN COLLEGE OF ENGINEERING INC 1000 OLIN WAY NEEDHAM MA 02492 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 FRESNO PACIFIC UNIVERSITY 1717 S CHESTNUT AVE FRESNO CA 93702 N/A PC IMPLEMENT APDP 137750 GEORGE FOX UNIVERSITY 414 N MERIDIAN ST NEWBERG OR 97132 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 GEORGE MASON UNIVERSITY FOUNDATION INC 4400 UNIVERSITY DR FAIRFAX VA 22030 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 GEORGE WASHINGTON UNIVERSITY 2121 STREET NW WASHINGTON DC 20052 N/A PC EMBEDDING EM INSTITUTIONALLY 549000 GEORGIA TECH RESEARCH CORPORATION 800 WEST PEACHTREE STREET NW-ROOM 4428 ATLANTA GA 30308 N/A SO EMBEDDING EM INSTITUTIONALLY 28500 GORDON COLLEGE 255 GRAPEVINE ROAD WENHAM MA 01984 N/A PC IMPLEMENT APDP 114000 GPS EDUCATION PARTNERS INC N19W24075 RIVERWOOD DRIVE SUITE 300 WAUKESHA WI 53188 N/A PC GENERAL OPERATING SUPPORT 50000 GRAND CANYON UNIVERSITY 3300 W CAMELBACK RD PHOENIX AZ 85017 N/A PC EMBEDDING EM INSTITUTIONALLY; IMPLEMENT APDP 125000 GREATHEARTS FOUNDATION 4801 EAST WASHINGTON ST STE 250 PHOENIX AZ 85034 N/A SO NETWORK EXPANSION AND PROGRAMMING SUPPORT 6500000 IN MEDIAS RES 3 UNIVERSITY CIR CHARLOTTESVILLE VA 22903 N/A PC SUPPORT FOUR ONGOING INITIATIVES 1127769 INSTITUTE FOR JUSTICE 901 N GLEBE ROAD SUITE 900 ARLINGTON VA 22203 N/A PC GENERAL OPERATING SUPPORT 250000 INSTITUTE OF INDUSTRIAL AND SYSTEMS ENGINEERS INC 3577 PARKWAY LANE SUITE 200 NORCROSS GA 30092 N/A PC CONTENT DESIGN, WORKSHOP DEVELOPMENT, AND SPONSORSHIP OF THE IISE ANNUAL CONFERENCE IN 2025 25000 JAMES MADISON UNIVERSITY FOUNDATION INC 1320 S MAIN STREET HARRISONBURG VA 22807 N/A PC EMBEDDING EM INSTITUTIONALLY 60000 LAWRENCE TECHNOLOGICAL UNIVERSITY 21000 WEST TEN MILE ROAD SOUTHFIELD MI 48075 N/A PC EMBEDDING EM INSTITUTIONALLY 28000 LIPSCOMB UNIVERSITY ONE UNIVERSITY PARK DRIVE NASHVILLE TN 37204 N/A PC IMPLEMENT APDP 70000 LOUISIANA TECH UNIVERSITY 201 MAYFIELD AVE RUSTON LA 71272 N/A GOV EMBEDDING EM INSTITUTIONALLY 25000 LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE 10427 W LINCOLN AVENUE STE 1300 MILWAUKEE WI 53227 N/A PC GENERAL OPERATING SUPPORT 50000 LUTHERAN UNIVERSITY ASSOCIATION 1700 CHAPEL DR VALPARAISO IN 46383 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 MANHATTAN INSTITUTE FOR POLICY RESEARCH INC 52 VANDERBILT AVE 201 NEW YORK NY 10017 N/A PC SUPPORT STEERING COMMITTEE FOR TH EREFORMATION OF HIGHER EDUCATION BOARDS 150000 MARIAN UNIVERSITY 3200 COLD SPRING RD INDIANAPOLIS IN 46222 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 MARQUETTE UNIVERSITY 1250 W WISCONSIN AVE MILWAUKEE WI 53233 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 MIAMI UNIVERSITY FOUNDATION INC 725 E CHESTNUT STREET OXFORD OH 45056 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 MICHIGAN TECH FUND 1400 TOWNSEND DRIVE HOUGHTON MI 49931 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 MILWAUKEE SCHOOL OF ENGINEERING 1025 NORTH BROADWAY MILWAUKEE WI 52303 N/A PC EMBEDDING EM INSTITUTIONALLY 525000 MINNESOTA STATE UNIVERSITY MANKATO MINNESOTA STATE UNIVERSITY - MANKATO 131 TRAFTON SCIENCE CENTER MANKATO MN 56001 N/A GOV EMBEDDING EM INSTITUTIONALLY 35000 MONTANA STATE UNIVERSITY CULBERTSON HALL 100 BOZEMAN MT 59717 N/A GOV EMBEDDING EM INSTITUTIONALLY 123000 MTF FUND 10901 LOWELL AVE STE 130 OVERLAND PARK KS 66210 N/A SO ONGOING OPERATIONAL SUPPORT 9164400 NEW SCHOOLS FOR ALABAMA 2 20TH ST N STE 1315 BIRMINGHAM AL 35203 N/A PC SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA 450000 NEW YORK INSTITUTE OF TECHNOLOGY NORTHERN BOULEVARD VALENTINES LN OLD WESTBURG NY 11568 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 NORTH CAROLINE STATE UNIVERSITY NORTH CAROLINA STATE UNIVERSITY HOLLADAY HALL BOX 7001 RALEIGH NC 27695 N/A GOV EMBEDDING EM INSTITUTIONALLY 55000 NORTHWEST NAZARENE UNIVERSITY INC 623 S UNIVERSITY BLVD NAMPA ID 83686 N/A PC IMPLEMENT APDP 87000 OHIO NORTHERN UNIVERSITY 525 SOUTH MAIN STREET ADA OH 45810 N/A PC EMBEDDING EM INSTITUTIONALLY 47500 OHIO STATE UNIVERSITY FOUNDATION 281 W LANE AVE COLUMBUS OH 43210 N/A PC EMBEDDING EM INSTITUTIONALLY 839375 OLD DOMINION UNIVERSITY RESEARCH FOUNDATION 4111 MONARCH WAY 204 NORFOLK OK 23508 N/A GOV EMBEDDING EM INSTITUTIONALLY 10000 PARENT CHOICE INC 350 BISHOPS WAY STE 104 BROOKFIELD WI 53005 N/A SO OPERATING EXPENSE 287676 PBS FOUNDATION 2100 CRYSTAL DRIVE ARLINGTON VA 22202 N/A SO DEVELOPMENT AND PROMOTION OF KEN BURNS FILM 3000000 PENNSYLVANIA STATE UNIVERSITY 201 OLD MAIN UNIVERSITY PARK PA 16802 N/A GOV EMBEDDING EM INSTITUTIONALLY 45000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 02241 N/A PC HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS 1480500 PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 REGENTS OF THE UNIVERSITY OF MICHIGAN 4901 EVERGREEN RD DEARBORN MI 48128 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 ROCHESTER INSTITUTE OF TECHNOLOGY 1 LOMB MEMORIAL DR ROCHESTER NY 14623 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 ROCKETSHIP EDUCATION 350 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY CA 94065 N/A PC DEVELOP A COMPREHENSIVE APPROACH TO CHARACTER FORMATION 150000 ROSE-HULMAN INSTITUTE OF TECHNOLOGY 5500 WABASH AVENUE TERRE HAUTE IN 47803 N/A PC EMBEDDING EM INSTITUTIONALLY 39000 ROWAN UNIVERSITY FOUNDATION INC 201 MULLICA HILL RD GLASSBORO NJ 08028 N/A PC EMBEDDING EM INSTITUTIONALLY 251250 SOUTH DAKOTA SCHOOL OF MINES & TECHNOLOGY 501 E ST JOSEPH ST RAPID CITY SD 57701 N/A GOV EMBEDDING EM INSTITUTIONALLY 35000 ST AUGUSTINE PREPARATORY ACADEMY INC 2607 S 5TH STREET MILWAUKEE WI 53207 N/A PC GENERAL OPERATING SUPPORT 175000 ST LOUIS UNIVERSITY 221 N GRAND BLVD ST LOUIS MO 63103 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 N/A PC GENERAL OPERATING SUPPORT 175000 TENNESSEE TECHNOLOGICAL UNIVERSITY 1 WILLIAM L JONES DR COOKEVILLE TN 38505 N/A GOV EMBEDDING EM INSTITUTIONALLY 25000 TEXAS TECH FOUNDATION INC BOX 45025 LUBBOCK TX 79409 N/A PC TO EXPAND THE CAPACITY OF THE LEADER AND CULTURE DEVELOPMENT TEAM AT THE TEXAS TECH UNIVERSITY SYSTEM 229000 THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 THE ASPEN INSTITUTE INC 2300 N STREET SUITE 700 WASHINGTON DC 20037 N/A PC LAUNCH THE DIGITAL LEADERSHIP DEVELOPMENT INDEX ASSESSMENT TOOL 817620 THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS PRESIDENTS OFFICE MC-346 506 S WRIGHT ST CHAMPAIGN IL 61801 N/A PC EMBEDDING EM INSTITUTIONALLY 495000 THE CITADEL THE MILITARY COLLEGE OF SOUTH CAROLINA 171 MOULTRIE STREET CHARLESTON SC 29409 N/A GOV EMBEDDING EM INSTITUTIONALLY 36875 THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 N/A PC KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK 7500000 THE UNIVERSITY OF IOWA 101 JESSUP HALL IOWA CITY IA 52242 N/A GOV EMBEDDING EM INSTITUTIONALLY 25000 THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA 101 E 13TH ST HOLLAND MI 49423 N/A PC IMPLEMENT APDP 125654 UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 45469 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80208 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF MISSOURI 105 JESSE HALL COLUMBIA MO 65211 N/A GOV EMBEDDING EM INSTITUTIONALLY; SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC) 166943 UNIVERSITY OF NEW HAVEN 300 BOSTON POST ROAD WEST HAVEN CT 06516 N/A PC EMBEDDING EM INSTITUTIONALLY 35000 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 148 ROSENAU HALL CB 7431 CHAPEL HILL NC 27599 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 N/A GOV EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF NOTRE DAME DU LAC 216 HESBURGH CENTER NOTRE DAME IN 46556 N/A PC TO FACILITATE THE CULTIVATION OF CHARACTER IN EDUCATION ACROSS DIVERSE FIELDS 500000 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 N/A PC EMBEDDING EM INSTITUTIONALLY 26875 UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE SAINT PAUL MN 55105 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF THE PACIFIC 3601 PACIFIC AVE STOCKTON CA 95211 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF TOLEDO 2801 BANCROFT ST TOLEDO OH 43606 N/A GOV EMBEDDING EM INSTITUTIONALLY 25000 UNIVERSITY OF WASHINGTON 1410 NE CAMPUS PARKWAY SEATTLE WA 98195 N/A GOV EMBEDDING EM INSTITUTIONALLY 28375 UW-PLATTEVILLE FOUNDATION INC 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 N/A PC EMBEDDING EM INSTITUTIONALLY 137000 VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY 800 WASHINGTON STREET SW BLACKSBURG VA 24061 N/A GOV EMBEDDING EM INSTITUTIONALLY 10000 WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTONSALEM NC 27106 N/A PC EMBEDDING EM INSTITUTIONALLY; POST-DOC SUPPORT 2211875 WENTWORTH INSTITUTE OF TECHNOLOGY 550 HUNTINGTON AVENUE BOSTON MA 02115 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 WESTERN NEW ENGLAND UNIVERSITY 1215 WILBRAHAM ROAD SPRINGFIELD MA 01119 N/A PC EMBEDDING EM INSTITUTIONALLY 50000 WICHITA STATE UNIVERSITY 1845 FAIRMOUNT ST WICHITA KS 67260 N/A GOV EMBEDDING EM INSTITUTIONALLY 25000 WINDRIDER INSTITUTE INC PO BOX 1640 EAGLE ID 83616 N/A POF SUPPORT FOR 2024 WINDRIDER FORUM 650000 WISCONSIN INSTITUTE FOR LAW & LIBERTY INC 330 E KILBOURN SUITE 725 MILWAUKEE WI 53202 N/A PC GENERAL OPERATING SUPPORT 500000 WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE ROAD WASHBURN 216 C WORCESTER MA 01609 N/A PC EMBEDDING EM INSTITUTIONALLY 25000 YES EVERY KID FOUNDATION 1320 N COURTHOUSE RD STE 400 ARLINGTON VA 22201 N/A PC TO SUPPORT FUTURE IMPLEMENTATION STRATEGY 302500 66528519 ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY 300 E UNIVERSITY DR TEMPE AZ 85281 PC EMBEDDING EM AND PI INSTITUTIONALLY 15400000 BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 PC CHARACTER INTEGRATION 3000000 BES INC 131 DARTMOUTH ST FLOOR 3 BOSTON MA 02116 PC EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS 1140000 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC 575 MADISON AVE STE 1006 NEW YORK NY 10022 PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 3587060 CHARTER FUND INC 1390 LAWRENCE STREET SUITE 200 DENVER CO 80204 PC IMPACT-CHARACTER-CTE INTEGRATION 21600000 GRAND CANYON UNIVERSITY 3300 W CAMELBACK RD PHOENIX AZ 85017 PC EMBEDDING EM INSTITUTIONALLY; IMPLEMENT APDP 1591000 GREATHEARTS FOUNDATION 4801 EAST WASHINGTON ST STE 250 PHOENIX AZ 85034 SO NETWORK EXPANSION AND PROGRAMMING SUPPORT 3000000 IN MEDIAS RES 3 UNIVERSITY CIR CHARLOTTESVILLE VA 22903 PC SUPPORT FOUR ONGOING INITIATIVES 899220 LIPSCOMB UNIVERSITY ONE UNIVERSITY PARK DRIVE NASHVILLE TN 37204 PC IMPLEMENT APDP 597000 MANHATTAN INSTITUTE FOR POLICY RESEARCH INC 52 VANDERBILT AVE 201 NEW YORK NY 10017 PC PROGRAM FOR COLLEGE AND UNIVERSITY BOARDS 150000 MILWAUKEE SCHOOL OF ENGINEERING 1025 NORTH BROADWAY MILWAUKEE WI 52303 PC EMBEDDING EM INSTITUTIONALLY 20000000 MTF FUND 10901 LOWELL AVE STE 130 OVERLAND PARK KS 66210 SO ONGOING OPERATIONAL SUPPORT 36141800 NORTHWEST NAZARENE UNIVERSITY INC 623 S UNIVERSITY BLVD NAMPA ID 83686 PC IMPLEMENT APDP 98000 OHIO STATE UNIVERSITY FOUNDATION 281 W LANE AVE COLUMBUS OH 43210 PC EMBEDDING EM INSTITUTIONALLY 740000 PARENT CHOICE INC 350 BISHOPS WAY STE 104 BROOKFIELD WI 53005 SO OPERATING EXPENSE 487324 PBS FOUNDATION 2100 CRYSTAL DRIVE ARLINGTON VA 22202 SO DEVELOPMENT AND PROMOTION OF KEN BURNS FILM 3500000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 02251 PC HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS 1426000 TEXAS TECH FOUNDATION INC BOX 45025 LUBBOCK TX 79409 PC SUPPORT LEADER AND CULTURE DEVELOPMENT TEAM 458000 THE ASPEN INSTITUTE INC 2300 N STREET SUITE 700 WASHINGTON DC 20037 PC LAUNCH THE DIGITAL LEADERSHIP DEVELOPMENT INDEX ASSESSMENT TOOL 7884900 THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 PC KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK 35000000 THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA 101 E 13TH ST HOLLAND MI 49423 PC IMPLEMENT APDP 251308 UNIVERSITY OF NOTRE DAME DU LAC 216 HESBURGH CENTER NOTRE DAME IN 46556 PC SUPPORT VITUES & VOCATIONS 500000 WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTONSALEM NC 27106 PC EMBEDDING EM INSTITUTIONALLY; POST-DOC SUPPORT 2193000 159644612 14 8684791 900099 141021 18 37149432 PARTNERSHIP INCOME 900099 -399673 14 7323917 PRIOR YEAR GRANT REFUND 29763 -258652 53158140 29763 52929251 11B PRIOR YEAR GRANT REFUND 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 53267 26634 26634 WINDRIDER INSTITUTE INC PO BOX 1640 EAGLE ID 83616 2024-01-19 50000 SUPPORT FOR 2024 WINDRIDER FORUM 50000 NONE 10/24/25 2025-10-24 FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING. WINDRIDER INSTITUTE INC PO BOX 1640 EAGLE ID 83616 2024-11-29 600000 SUPPORT 2024 WINDRIDER FORUM 200000 NONE 10/15/25 2025-10-15 FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING. LORD ABBETT HIGH YIELD FUND 10322061 10322061 BAIRD ADVISORS 66585755 66585755 FMI INTERNATIONAL 35833707 35833707 FIDUCIARY MANAGEMENT 62980707 62980707 ACADIAN ASSET MANAGEMENT 44722852 44722852 SBH SMALL CAP CORE FUND 11158267 11158267 VANGUARD S&P 500 INDEX 64968085 64968085 FRED ALGER 83792421 83792421 ISHARES MSCI EAFE INTL INDEX FUND 26172135 26172135 GS GQG PARTNERS INTL OPPS FUND 32615138 32615138 ANGELO GORDON ENERGY FMV 79665 79665 CRESCENT PRIVATE CREDIT PARTNERS FMV 15138046 15138046 SUMMIT PARTNERS CREDIT FMV 7475552 7475552 RREEF INSTITUTIONAL FMV 13332043 13332043 PARAMETRIC FMV 49701922 49701922 PRISA III FMV 32452493 32452493 PORTFOLIO ADVISORS FMV 3862052 3862052 NIS FMV 33183370 33183370 CLAIRION LION PROPERTIES FUND FMV 18345631 18345631 PRUDENTIAL CAPITAL PARTNERS FMV 37653308 37653308 PIMCO TACTICAL OPPORTUNITIES FMV 38314758 38314758 ARTEMIS REAL ESTATE PARTNERS FMV 10278141 10278141 CCMP CAPITAL INVESTORS FMV 8964366 8964366 PENNYBACKER VI LP FMV 4421055 4421055 HIGHVISTA PRIVATE EQUITY FMV 117750909 117750909 LEGAL FEES 23725 0 22997 BANK SERVICE CHARGES 6946 0 6946 COMPUTER TECHNOLOGY 78303 0 78303 DUES & SUBSCRIPTIONS 10434 0 10434 FURNITURE 4416 0 4416 RECRUITMENT EXPENSES 6021 0 6021 MEMORIALS/MISC 0 0 0 OFFICE SUPPLIES 6371 0 6371 POSTAGE & DELIVERY 177 0 177 KEEN DIGITAL ENGAGEMENT PLATFORM (DCA) 1119650 0 1119650 KEEN FACULTY DEVELOPMENT (DCA) 1652474 0 1652474 FRANKLINCOVEY CLIENT SALES INC. (DCA) 14638889 0 14638889 PARTNERSHIP INCOME 6924244 7323917 6924244 PRIOR YEAR GRANT REFUND 29763 29763 UNREALIZED GAIN/LOSS 39498058 AARON JAGDFELD - INVESTMENT CONSULTING 1500 1500 0 ACADIAN - INVESTMENT ADVISORY SERVICES 142911 142911 0 ARTEMIS - INVESTMENT CONSULTING 405279 405279 0 BAKER TILLY WEALTH MANAGEMENT - CONSULTING 12500 0 12500 BANK OF AMERICA - CUSTODY SERVICES 129375 129375 0 BETTER PARTNERS, LLC - CONSULTING 506 0 506 CLARION LION - INVESTMENT ADVISORY SERVICES 181147 181147 0 FIDUCIARY MANAGEMENT - INVESTMENT ADVISORY SERVICES 327534 327534 0 FRED ALGER - INVESTMENT ADVISORY SERVICES 421254 421254 0 GARY LATO - INVESTMENT CONSULTING 2000 2000 0 JAMES ARTHUR - CONSULTING 197903 0 197903 MARQUETTE ASSOCIATES - INVESTMENT ADVISORY SERVICES 224000 224000 0 NIS - INVESTMENT ADVISORY SERVICES 151151 151151 0 PARAMETRIC - INVESTMENT ADVISORY SERVICES 160945 160945 0 PENNYBACKER - INVESTMENT ADVISORY SERVICES 475274 475274 0 PIMCO - INVESTMENT CONSULTING 346515 346515 0 PRISA III - INVESTMENT ADVISORY SERVICES 422618 422618 0 PRUDENTIAL REAL ESTATE - INVESTMENT ADVISORY SERVICES 426772 426772 0 RREEF - INVESTMENT ADVISORY SERVICES 140793 140793 0 SHARON KOENINGS - CONSULTING 48000 0 0 WARREN PIERSON - INVESTMENT CONSULTING 1500 1500 0 FEDERAL EXCISE TAX PAYMENT 418391 0 0 STATE INCOME TAX PAYMENT 272 0 0 FOREIGN TAXES 101735 101735 0