2026-01-14T17:02:10-06:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2024-10-01 396060552 FRANK G & FRIEDA K BROTZ FAMILY FOUNDATION INC FRAN 9204582121 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 STUART BROTZ PRESIDENT 9204582121 2026-01-13 1 1 KIMBERLY ANDERSON P00188889 6086628600 2026-01-13 2024 2025-03-06 01:10:19Z X 23542264 X X 486 486 538908 538908 1390506 1390506 1390506 1929900 1929900 0 0 0 11891 5946 5945 41100 41100 0 17093 0 0 6123 3028 3095 76207 50074 9040 2506600 2506600 2582807 50074 2515640 -652907 1879826 39740 16845 10238 10238 6093852 6248011 5778496 8925505 8281232 17753530 15075942 14539481 23542264 124874 0 124874 X 0 0 0 0 15075942 14414607 15075942 14414607 15075942 14539481 15075942 -652907 0 14423035 8428 14414607 PUBLICLY TRADED SECURITES P 1370389 1370389 1370389 PUBLICLY TRADED SECURITES P 20117 20117 20117 1390506 26130 0 26130 0 26130 17189 0 0 0 17189 0 8941 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 5.00 0 0 0 JESSE R BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 SECRETARY 1.00 0 0 0 ADAM T BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 VICE PRESIDENT 1.00 0 0 0 STUART W BROTZ II 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 TRUSTEE 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 22098043 0 0 22098043 0 0 22098043 331471 21766572 1088329 1088329 26130 26130 1062199 0 1062199 0 1062199 2515640 0 2515640 1062199 0 0 738086 102806 298907 584326 873141 2597266 2515640 0 0 0 1062199 1453441 0 0 4050707 0 0 0 0 0 0 738086 3312621 102806 298907 584326 873141 1453441 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". 1907 CLUB 2908 NORTH 21ST STREET SHEBOYGAN WI 53081 N/A PC PARKING LOT REPAIRS 30000 A MILLION DREAMZ 415 EUCLID AVENUE SHEBOYGAN WI 53083 N/A PC $200,000/4-YR. (50/50/50/50) - CAPITAL CAMPAIGN - RENOVATION OF EXISTING BUILDING 50000 AAUW WISCONSIN FOUNDATION INC 1306 NORTH 3RD STREET SHEBOYGAN WI 53081 N/A PC STEM CONFERENCED 2025 1000 ABOVE & BEYOND CHILDREN'S MUSEUM (SHEBOYGAN WI)) 902 NORTH 8TH STREET SHEBOYGAN WI 53081 N/A PC CAPITAL IMPROVEMENTS 10000 ABOVE & BEYOND CHILDREN'S MUSEUM (SHEBOYGAN WI)) 902 NORTH 8TH STREET SHEBOYGAN WI 53081 N/A PC NEW HVAC SYSTEM 30000 ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 53207 N/A PC LOVE ONE ANOTHER CAMPAIGN 100000 ARCHDIOCESE OF MILW-CATHOLIC STEWARDSHIP 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 53207 N/A PC 2024 CATHOLIC STEWARDSHIP APPEAL 25000 AVIATION HERITAGE CENTER OF WISCONSIN N6191 RESOURCE DRIVE SHEBOYGAN FALLS WI 53085 N/A PC EDUCATION PROGRAMS 10000 BIG BROTHERS & BIG SISTERS WI SHORELINE (SHEBOYGAN & MANITOWOC COUNTIES) 632 NORTH 8TH STREET UNIT 2 SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 10000 BIG BROTHERS & BIG SISTERS WI SHORELINE (SHEBOYGAN & MANITOWOC COUNTIES) 632 NORTH 8TH STREET UNIT 2 SHEBOYGAN WI 53081 N/A PC MENTORING PROGRAMS AND TRAINING 25000 BOOKWORM GARDENS 1415 CAMPUS DRIVE SHEBOYGAN WI 53081 N/A PC NAUTILUS DESIGN - NEW EXPLORATION GARDEN 30000 BOYS & GIRLS CLUB OF SHEBOYGAN COUNTY 2500 KOHLER MEMORIAL DRIVE SUITE A SHEBOYGAN WI 53081 N/A PC RENOVATE THE CLUB AT THE Y 50000 CAMP ANOKIJIG W5639 ANOKIJIG LANE PLYMOUTH WI 53073 N/A PC BRIDGE TO THE FUTURE PROJECT 125000 CAMP EVERGREEN 712 RIVERFRONT DRIVE SUITE 301 SHEBOYGAN WI 53081 N/A PC POOL NATATORIUM PROJECT 100000 CATHOLIC CHARITIES OF SHEBOYGAN (ARCHDIODESE OF MKE) 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 532070912 N/A PC CONTINUED SUPPORT 25000 CENTRO COMUNITARIO LA CIMA INC 1116 HURON AVENUE SHEBOYGAN WI 53081 N/A PC PROGRAM SUPPORT 2500 CENTRO COMUNITARIO LA CIMA INC 1116 HURON AVENUE SHEBOYGAN WI 53081 N/A PC PROGRAM SUPPORT 2500 CHEESE CAPITAL WINTER PARK INC DBA NUTT HILL 128 SMITH STREET PLYMOUTH WI 53073 N/A PC CAPITAL CAMPAIGN 100000 CHILDREN'S HOSPITAL FOUNDATION MS 3050 PO BOX 1997 MILWAUKEE WI 532019770 N/A PC MILWAUKEE CAMPUS IMPROVEMENT 100000 CLEVELAND LIONS COMMUNITY IMPACT FUND INC (VILLAGE OF CLEVELAND WI) 1150 W WASHINGTON AVENUE CLEVELAND WI 53015 N/A PC BUILD COMMUNITY PAVILION 25000 DARE TO DREAM THEATRE PO BOX 482 SHEBOYGAN WI 530820482 N/A PC OPERATIONAL SUPPORT 1000 DEMENTIA INNOVATIONS INC 627 N 8TH STREET SHEBOYGAN WI 53081 N/A PC LIVASU VILLAGE 100000 DISMAS MINISTRY PO BOX 2113 MILWAUKEE WI 53201 N/A PC OUTREACH PROGRAMS 500 DOGS2DOGTAGS INC N4717 COUNTY RD M PLYMOUTH WI 53073 N/A PC CONTINUED SUPPORT 10000 DOGS2DOGTAGS INC N4717 COUNTY RD M PLYMOUTH WI 53073 N/A PC CAPITAL CAMPAIGN - NEW BUILDING/PROPERTY IMPROVEMENT PROJECT 50000 ECONOMICS WISCONSIN 12800 NORTH LAKE SHORE DRIVE RP122 MEQUON WI 53097 N/A PC CONTINUED SUPPORT 5000 ELEVATE INC N169 W21005 MEADOW LANE JACKSON WI 53037 N/A PC PROGRAMS AND OPERATIONS - SHEBOYGAN COUNTY 1000 FAMILY RESOURCE CENTER 1500 DOUGLAS DRIVE SUITE B PLYMOUTH WI 53073 N/A PC OPERATING SUPPORT 5000 FOUNDATION FOR RELIGIOUS RETIREMENT 3221 S LAKE DRIVE ST FRANCIS WI 532353799 N/A PC CONTINUED SUPPORT 1000 GLACIAL LAKES CONSERVANCY 529 ONTARIO AVENUE SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 3500 GOOD NEWS JAIL & PRISON MINISTRY 2923 SOUTH 31ST STREET SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 10000 GREAT LAKES SPACEPORT EDUCATION FOUNDATION INC PO BOX 684 SHEBOYGAN WI 530820684 N/A PC 2025 ROCKETS FOR SCHOOLS EVENT 10000 GREAT MARRIAGES FOR SHEBOYGAN COUNTY 612 CENTER AVENUE SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 10000 HEARTHSTONE OF WISCONSIN INC PO BOX 1444 SHEBOYGAN WI 530821444 N/A PC CONTINUED SUPPORT 500 JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 N/A PC MEMORY OF RUTH KOHLER 50000 JUNIOR ACHIEVEMENT OF WISCONSIN 1441 N TAYLOR DRIVE SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 2000 K2 ADVENTURES FOUNDATION 14354 N FRANK LLOYD WRIGHT BLVD SUITE 4 SCOTTSDALE AZ 85260 N/A PC WHP 10000 K2 ADVENTURES FOUNDATION 14354 N FRANK LLOYD WRIGHT BLVD SUITE 4 SCOTTSDALE AZ 85260 N/A PC VETERANS PROGRAM 15000 KOHLER SCHOOL DISTRICT FOUNDATION INC 333 UPPER ROAD KOHLER WI 53044 N/A PC 17TH ANNUAL FALL FOLLIES 10000 LAKELAND UNIVERSITY W3718 SOUTH DRIVE PLYMOUTH WI 53073 N/A PC SCHOLARS PROGRAM 100000 LAKESHORE CHORAL PO BOX 36 SHEBOYGAN FALLS WI 53085 N/A PC MUSICIANS, MUSIC AND SCHOLARSHIPS - 2025 SEASON 3500 LAKESHORE REGIONAL CHILD ADVOCACY CENTER INC 1315 N 23RD STREET SHEBOYGAN WI 53081 N/A PC CAPITAL - BUILD A SHEBOYGAN COUNTY CHILD ADVOCAY CENTER 100000 LAKESHORE COLLEGE FORMERLY LAKESHORE TECHNICAL COLLEGE) 1290 NORTH AVENUE CLEVELAND WI 53015 N/A PC SCHOLARSHIP CAMPAIGN 10000 LAKESHORE COLLEGE FORMERLY LAKESHORE TECHNICAL COLLEGE) 1290 NORTH AVENUE CLEVELAND WI 53015 N/A PC CAMPAIGN FOR HEALTH CARE EXCELLENCE 100000 LEMONS OF LOVE 607 EASTERN AVENUE PLYMOUTH WI 53073 N/A PC CONTINUED SUPPORT 4000 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 N/A PC CONTINUED SUPPORT 25000 MAKING SPIRITS BRIGHT PO BOX 441 SHEBOYGAN WI 530820441 N/A PC MAKING SPIRITS BRIGHT 2025 5000 MEALS ON WHEELS OF SHEBOYGAN COUNTY INC 1004 S TAYLOR DRIVE SHEBOYGAN WI 53081 N/A PC UPDATE OR REPLACE ESSENTIAL EQUIP. AND NEW FLOORING 25000 MENTAL HEALTH AMERICA IN SHEBOYGAN COUNTY INC 2020 ERIE AVENUE SHEBOYGAN WI 53081 N/A PC PROGRAMS AND SERVICES 50000 MILWAUKEE COLLEGE PREP 1228 W LLOYD STREET MILWAUKEE WI 53205 N/A PC CONTINUED SUPPORT 10000 MILWAUKEE SCHOOL OF ENGINEERING 1025 NORTH BROADWAY STREET MILWAUKEE WI 53202 N/A PC ANNUAL FUND 10000 NEW HOPE PREGNANCY CENTER OF SHEBOYGAN INC 1018 S TAYLOR DRIVE SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 10000 NOURISH FARMS INC 100 ALFRED MILEY AVENUE SHEBOYGAN FALLS WI 53085 N/A PC COMMUNITY AND SCHOOL PROGRAMS 25000 PARTNERS FOR COMMUNITY DEVELOPMENT INC 1407 SOUTH 13TH STREET SHEBOYGAN WI 53081 N/A PC PHASE 2 - RENOVATE FIVE HOMES 28000 RAWHIDE INC E7475 RAWHIDE ROAD NEW LONDON WI 549619052 N/A PC CONTINUED SUPPORT 10000 REBUILDING TOGETHER SHEBOYGAN COUNTY INC PO BOX 1012 SHEBOYGAN WI 530821012 N/A PC REPAIR HOMES FOR THE DISADVANTAGED 2500 REINS INC W2647 COUNTY ROAD O SHEBOYGAN FALLS WI 53085 N/A PC TWO THERAPY HORSES FOR ONE YEAR 10000 REINS INC W2647 COUNTY ROAD O SHEBOYGAN FALLS WI 53085 N/A PC CONTINUED SUPPORT 10000 ROGERS BEHAVIORAL HEALTH FOUNDATION 1108 S WILDWOOD AVENUE SHEBOYGAN WI 53081 N/A PC EXPANSION PROPOSAL 50000 RONCALLI CATHOLIC SCHOOLS 2000 MIRRO DRIVE MANITOWOC WI 542206799 N/A PC TRANSPORTATION PROGRAM 10000 SAFE HARBOR OF SHEBOYGAN COUNTY INC 929 NIAGARA AVENUE PO BOX 582 SHEBOYGAN WI 53081 N/A PC OPERATIONAL SUPPORT 10000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 381051942 N/A PC CANCER RESEARCH 2000 ST NICHOLAS HOSPITAL FOUNDATION (HSHS) 301 CHURCH STREET MOUNT CALVARY WI 530570505 N/A PC CAPITAL CAMPAIGN 125000 SAINT NORBERT COLLEGE 100 GRANT STREET DE PERE WI 541152099 N/A PC SAINT NORBERT FUND 10000 ST PAUL LUTHERAN CHURCH 730 COUNTY RD PPP SHEBOYGAN FALLS WI 53085 N/A PC CONTINUED SUPPORT 2000 SALVATION ARMY (THE) 710 PENNSYLVANIA AVENUE SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 10000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC HURRICAINE HELENE RELIEF 25000 SHARON S RICHARDSON COMMUNITY HOSPICE W2850 STATE ROAD 28 SHEBOYGAN FALLS WI 53085 N/A PC CONTINUED SUPPORT 25000 SASD - COMMUNITY RECREATION DEPARTMENT 3330 STAHL ROAD SHEBOYGAN WI 53081 N/A PC BACK TO SCHOOL BASICS 2025 1600 SASD - COMMUNITY RECREATION DEPARTMENT 3330 STAHL ROAD SHEBOYGAN WI 53081 N/A PC SUMMER AND FALL EVENTS 2025 500 SASD - RED RAIDER ROBOTICS 2926 N 10TH STREET SHEBOYGAN WI 53083 N/A PC PROGRAM SUPPORT 500 SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER 518 WATER STREET SHEBOYGAN FALLS WI 53085 N/A PC SUPPLIES FOR COLLECTIONS CARE AND MGMT. PLAN 5000 SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER 518 WATER STREET SHEBOYGAN FALLS WI 53085 N/A PC ACTIVITIES AND COMMUNITY OUTREACH 2500 SHEBOYGAN COUNTY HUMANE SOCIETY 3107 NORTH 20TH STREET SHEBOYGAN WI 53083 N/A PC BUILD QUARANTINE AREA 25000 SHEBOYGAN COUNTY INTERFAITH ORGANIZATION 1251 GEELE AVENUE SHEBOYGAN WI 53083 N/A PC CONTINUED SUPPORT 5000 SHEBOYGAN COUNTY INTERFAITH ORGANIZATION 1251 GEELE AVENUE SHEBOYGAN WI 53083 N/A PC CONTINUED SUPPORT 10000 SHEBOYGAN COUNTY YMCA 812 BROUGHTON DRIVE SHEBOYGAN WI 53081 N/A PC PARTNER WITH YOUTH CAMPAIGN - 2024 12000 SHEBOYGAN FOOD PANTRY 1946 N 15TH STREET SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 5000 SHEBOYGAN SERVICE CLUB PO BOX 226 SHEBOYGAN WI 530820226 N/A PC CONTINUED SUPPORT 10000 SHEBOYGAN SYMPHONY ORCHESTRA 830 NORTH 8TH STREET SHEBOYGAN WI 53081 N/A PC CONTINUED SUPPORT 40000 SHEBOYGAN THEATRE COMPANY (THE) 3330 STAHL RAOD SHEBOYGAN WI 53081 N/A PC 2025-2026 SEASON 3000 SHEBOYGAN YOUTH SAILING CLUB INC 619 BROUGHTON DRIVE PO BOX 471 SHEBOYGAN WI 530820471 N/A PC CONTINUED SUPPORT 25000 TOWN OF SHEBOYGAN FIRE DEPARTMENT HONOR GUARD 3911 COUNTY TRUNK Y SHEBOYGAN WI 53083 N/A PC FIRE AND EMS MEMORIAL 34000 UNIVERSITY OF WISCONSIN GREEN BAY-SHEBOYGAN CAMPUS ONE UNIVERSITY DRIVE SHEBOYGAN WI 53081 N/A PC SCHOLARSHIPS 10000 WEILL CENTER FOUNDATION INC 826 N 8TH STREET SHEBOYGAN WI 53081 N/A PC REPAIRS AND MAINTENANCE 50000 WEILL CENTER FOUNDATION INC 826 N 8TH STREET SHEBOYGAN WI 53081 N/A PC TRANSFORMATION CAPITAL PROJECT 300000 WISCONSIN MARITIME MUSEUM INC 75 MARITIME DRIVE MANITOWOC WI 542206823 N/A PC CAPITAL PROJECTS - DRY DOCK USS COBIA AND TRANSFORM PROPERTY 10000 WISCONSINEYE DEVELOPMENT 122 W WASHINGTON AVENUE SUITE 200 MADISON WI 537032715 N/A PC OPERATIONAL SUPPORT 5000 2506600 AVIATION HERITAGE CENTER OF WI N6191 RESOURCE DRIVE SHEBOYGAN FALLS WI 53085 N/A PC EDUCATION PROGRAMS 40000 DEMENTIA INNOVATIONS INC 627 N 8TH STREET SHEBOYGAN WI 53081 N/A PC LIVASU VILLAGE 200000 SAFE HARBOR OF SHEBOYGAN CTY INC 929 NIAGARA AVENUE PO BOX 582 SHEBOYGAN WI 53081 N/A PC OPERATIONAL SUPPORT 20000 UW-GREEN BAY-SHEBOYGAN ONE UNIVERSITY DRIVE SHEBOYGAN WI 53081 N/A PC SCHOLARSHIPS 40000 WEILL CENTER FDN FKASHEBOYGAN COMMUNITY THEATER FOUNDATION INC 826 N 8TH STREET SHEBOYGAN WI 53081 N/A PC TRANSFORMATION CAPITAL PROJECT 900000 1200000 14 486 14 538908 18 1390506 0 1929900 0 1929900 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 11891 5946 5945 VAN- INTERMEDIATE-TERM INV GRADE ADMIRAL 1012468 933189 VAN - SHORT-TERM INV GRADE ADMIRAL 1285432 1271666 VAN - TOTAL BOND MARKET INDEX FUND ADMIRAL 2466688 2244227 VAN - TOTAL INTERNATIONAL BOND INDEX FUND ADM 1483423 1329414 VAN - REIT INDEX FUND ADMIRAL AT COST 719752 886379 VAN - TOTAL STOCK MARKET INDEX FUND AT COST 3372641 10225411 VAN - INTERNATIONAL GROWTH FUND ADMIRAL AT COST 1038685 1637102 VAN - INTERNATIONAL VALUE FUND AT COST 1109118 1666796 VAN- TOTAL INTERNATIONAL STOCK INDEX ADMIRAL AT COST 2041036 3337842 NET ASSET ADJUSTMENT 8428 SOFTWARE FEES 6056 3028 3028 BANK FEES 67 0 67 BROKERAGE FEES 41100 41100 0 EXCISE TAXES 17093 0 0