2026-02-02T19:09:46-06:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2024-07-01 392016506 FULCRUM FOUNDATION INC FULC 7157487507 135 SOUTH GIBSON ST MEDFORD WI 54451 JOHN LANGE BOARD CHAIRPERSON 7157487507 2026-01-30 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-01-30 2024 2025-03-06 01:10:19Z X 30959393 X X 494 494 897611 897611 793943 4091829 793943 1692048 1692048 0 0 0 39780 1467 38313 3644 0 3644 43424 1467 41957 804000 804000 847424 1467 845957 844624 1690581 90631 47700 47700 14295361 14587050 14587050 10954018 12687439 12687439 3573322 3637204 3637204 21431 0 0 28934763 30959393 30959393 3063 3063 3063 3063 X 28931700 30956330 28931700 30956330 28934763 30959393 28931700 844624 1180006 30956330 0 30956330 PUBLICLY TRADED SECURITIES P 3640887 3297886 343001 343001 CAPITAL GAINS DIVIDENDS P 450942 450942 450942 793943 23499 0 23499 0 23499 0 0 0 0 0 X 1235 24734 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.FULCRUMFOUND.ORG AMANDA LANGE 7157488100 135 SOUTH GIBSON STREET MEDFORD WI 54451 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMANDA LANGE 135 SOUTH GIBSON ST MEDFORD WI 54451 EXECUTIVE DIRECTOR 1.00 0 0 0 JOHN LANGE 135 SOUTH GIBSON ST MEDFORD WI 54451 CHAIRPERSON 1.00 0 0 0 CANDICE GRUNSETH 135 SOUTH GIBSON ST MEDFORD WI 54451 VICE CHAIRPERSON 1.00 0 0 0 JASON STELIGA 135 SOUTH GIBSON ST MEDFORD WI 54451 TREASURER 1.00 0 0 0 RANDY JUEDES 135 SOUTH GIBSON ST MEDFORD WI 54451 SECRETARY 1.00 0 0 0 COLTON FREIBERG 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 LEN HAMMAN 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 DALE HUSTEDT 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR (TERMED AUG) 1.00 0 0 0 WILLIAM KLINGBEIL 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 BETH VAN DER BERG 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 RANDI WERNER 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 JASON TROXELL 135 SOUTH GIBSON ST MEDFORD WI 54451 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 29960862 122487 0 30083349 0 0 30083349 451250 29632099 1481605 1481605 23499 23499 1458106 0 1458106 0 1458106 845957 0 845957 1458106 64252 0 0 845957 64252 0 0 781705 0 0 0 0 0 0 0 0 676401 0 0 0 AMANDA LANGE 135 S GIBSON ST MEDFORD WI 54451 7157487507 AMANDA.LANGE@FULCRUMFOUND.ORG WEBSITE: HTTPS://WWW.FULCRUMFOUND.ORG/RFP-PROCESS-INFORMATION LETTERS OF INTEREST SHOULD INCLUDE THE FOLLOWING: -PROJECT SUMMARY STATEMENT -STATEMENT OF NEED THE "WHY" OF THE PROJECT -PROJECT ACTIVITY THE "WHAT AND "HOW" OF THE PROJECT -EXPECTED PROJECT OUTCOMES -CREDENTIALS WHY IS YOUR ORGANIZATION BEST POSITIONED TO CARRY OUT THIS PROJECT? -BUDGET GENERAL DESCRIPTION OF THE PROJECT FUNDING NEEDS AND TOTAL AMOUNT REQUESTED -COPY OF ORGANIZATION'S MOST RECENT YEAR'S 990 TAX FILING TO FACILITATE THE REVIEW PROCESS, ONLY APPLICATIONS SUBMITTED CONTINUED: ELECTRONICALLY AS ATTACHMENTS VIA EMAIL TO AMANDA.LANGE@FULCRUMFOUND.ORG IF YOUR PROJECT IS SUCCESSFUL IN OUR PHASE I INITIAL REVIEW PROCESS, YOU WILL BE INVITED TO SUBMIT ADDITIONAL INFORMATION AND PRESENT YOUR IDEA IN PERSON IN PHASE II. SPRING AWARD: APRIL FALL AWARD: OCTOBER FUNDS MAY NOT BE USED FOR: -ENTERTAINMENT OR ALCOHOLIC BEVERAGES -LOBBYING -PROJECTS CONDUCTED OUTSIDE OF THE FULCRUM FOUNDATION SERVICE AREA (RESIDENTS OF TAYLOR COUNTY, THE SOUTHERN HALF OF PRICE COUNTY OR WITHIN 25 MILES OF MEDFORD, WISCONSIN) -REIMBURSEMENT SOLELY FOR PATIENT CARE OR CLINICAL SERVICE DELIVERY -SUPPLANTING FUNDS OR RESOURCES THAT ARE AVAILABLE FROM OTHER SOURCES -INDIRECT COSTS SUCH AS ONGOING OPERATING EXPENSES OF AN ORGANIZATION'S ROUTINE FUNCTIONS AND PRINCIPAL PROGRAMS OR DEBT REDUCTION (UNLESS THERE IS AN ACCEPTABLE SUSTAINABILITY PLAN ACCOMPANYING THE REQUEST) ASPIRUS MEDFORD HOSPITAL & CLINICS INC 135 SOUTH GIBSON MEDFORD WI 54451 N/A PC UPDATE CANCER SPACE 100000 VILLAGE OF PRENTICE 403 CENTER ST PRENTICE WI 54556 N/A GOV PLAYGROUND 100000 SCHOOL DISTRICT OF PHILLIPS 990 FLAMBEAU AVE PHILLIPS WI 54555 N/A GOV SCHOOL FOREST BUILDING 100000 MEDFORD AREA FOR TOMORROW 311 S 2ND ST MEDFORD WI 54451 N/A PC OUR VILLAGE PLAYGROUND PHASE II 80000 TAYLOR COUNTY SUPPORTIVE HOUSING PO BOX 471 MEDFORD WI 54451 N/A PC CASE MANAGER POSITION 70700 TAYLOR COUNTY FIRST RESPONDERS W4027 STETSON AVE STETSONVILLE WI 54480 N/A PC RADIOS 63000 GILMAN RURAL FIRE DEPT 315 E MC SLOY ST GILMAN WI 54433 N/A GOV SCBA GEAR 62300 GILMAN SCHOOL DISTRICT 325 N 5TH AVE GILMAN WI 54433 N/A GOV BASEBALL/SOFTBALL FACILITY IMPROVEMENTS 40000 TOWN OF WESTBORO N8855 2ND ST WESTBORO WI 54490 N/A GOV BASEBALL FIELD IMPROVEMENTS 40000 RIB LAKE SCHOOL DISTRICT 1236 KENNEDY ST RIB LAKE WI 54470 N/A GOV FITNESS CENTER EQUIPMENT/FURNISHINGS 36000 HUEYS HIDEAWAY CHILDRENS MUSEUM 317 S MAIN ST MEDFORD WI 54451 N/A PC FACILITY IMPROVEMENTS 32000 STETSONVILLE FIRE DEPARTMENT 532 E COUNTY RD STETSONVILLE WI 54480 N/A GOV SCBA EQUIPMENT 30000 TOWN OF JUMP RIVER W14823 RIVER ST SHELDON WI 54766 N/A GOV CENTER RENOVATION 25000 MEDFORD AREA SCHOOL DISTRICT 124 W STATE ST MEDFORD WI 54451 N/A GOV MEALS IN A BACKPACK 25000 804000 0 14 494 14 897611 18 793943 0 1692048 0 1692048 0 0 0 0 0 0 0 0 0 0 PIMCO TOTAL RETURN INSTL 1946349 1946349 PIMCO COMMODITIES PLUS STRATEGY INSTL 699452 699452 VANGUARD TOTAL BOND MARKET INSTL 1869299 1869299 LOOMIS SAYLES INVST GRADE BOND CL Y 2110346 2110346 LORD ABBETT FLOATING RATE FUND CL F3 474320 474320 JPMORGAN CORE PLUS BOND CLASS I 1977867 1977867 DODGE & COX GLOBAL BOND FUND CL I 1126445 1126445 BAIRD INTER BOND FD INSTL CL 884001 884001 MFS EMERGING MARKETS DEBT FUND CL R6 1599360 1599360 AB LARGE CAP GROWTH ADVISOR CLASS 1216185 1216185 MFS MID CAP GROWTH FUND CL R6 1000790 1000790 JPMORGAN U.S. EQUITY FUND CLASS R6 1404631 1404631 MORGAN STANLEY INTL ADVANTAGE CL I 531182 531182 JOHN HANCOCK DISCIPLINED VALUE MIDCAP I 889862 889862 TRANSAMERICA INTL EQUITY CL I 415523 415523 MFS INTERNATIONAL EQUITY FUND CL R6 430857 430857 VANGUARD EQUITY INCOME ADMIRAL FD 1220042 1220042 FIDELITY LARGE CAP GROWTH INDEX FUND 1319611 1319611 DODGE & COX STOCK CL I 1271208 1271208 DODGE & COX INTERNATL STOCK CL I 440092 440092 VANGUARD S&P SMALL-CAP 600 INDEX ISNTL 1402837 1402837 CAUSEWAY EMERGING MARKETS FUND - INSTL 446280 446280 VANGUARD TOTAL STOCK MARKET INSTL 1390046 1390046 FID ADV EMERGING MARKETS FUND CL Z 446181 446181 MFS INERNATIOAL INTRINSIC VALUE R6 761723 761723 ISHARES TR US TREAS BD ETF FMV 701561 701561 ISHARES TR MSCI USA QLT FCT FMV 1324682 1324682 SCHWAB US DIVIDEND EQUITY ETF FMV 1217911 1217911 FIMM GOVERNMENT PORTFOLIO: INSTL CL FMV 1583 1583 FIDELITY GOVERNMENT CASH RESERVES FMV 21361 21361 WISDOMTREE TR FLOATNG RAT TREA FMV 370106 370106 ACCRUED INTEREST RECEIVABLE 21431 0 0 INSURANCE 3644 0 3644 UNREALIZED GAINS 1180006 MANAGEMENT FEES 36800 1020 35780 CONTRACT AND CONSULTING SERVICES 2980 447 2533