2011-11-15T12:35:37-06:00 2010-12-31 CLIFTON GUNDERSON LLP PO BOX 2886 OSHKOSH WI 549032886 990PF 2010-01-01 391998578 THE JOHN E KUENZL FOUNDATION INC C/O CLIFTON GUNDERSON LLP JOHN 9202315890 PO BOX 2886 OSHKOSH WI 549032886 GERALD STADTMUELLER 9202315890 2011-10-25 1 GERALD J STADTMUELLER 9202315890 2010 2016-03-07 17:11:31Z X X 22038460 X X 49824 49824 2031850 2031850 160312 3811481 160312 4036 0 2246022 2241986 0 0 0 20185 20185 0 60176 59855 0 80361 80040 0 1151525 1151525 1231886 80040 1151525 1014136 2161946 51206 81714 81714 931742 1041862 1041862 921834 0 0 921834 921834 10312884 9129597 8492893 4177584 4142699 4498177 10120213 11290059 7001980 25593629 26607765 22038460 0 0 X 0 0 0 0 25593629 26607765 25593629 26607765 25593629 26607765 25593629 1014136 0 26607765 0 26607765 PASS-THROUGH PER K-1 FROM GAMBRINUS P 233509 233509 233509 JP MORGAN #27506001 - SEE DETAIL P 949466 880648 68818 68818 JP MORGAN #27506001 - SEE DETAIL P 2609603 2770521 -160918 -160918 CAPITAL GAINS DIVIDENDS P 18903 18903 18903 160312 43239 0 43239 0 43239 9120 34119 43239 116 116 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A GERALD STADTMUELLER 9202315890 100 CITY CENTER OSHKOSH WI 54903 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 JAMES J WILLIAMSON PO BOX 2886 OSHKOSH WI 54903 0.50 0 0 0 GERALD STADTMUELLER PO BOX 2886 OSHKOSH WI 54903 0.50 0 0 0 NORMA KUENZL PO BOX 2886 OSHKOSH WI 54903 0.50 0 0 0 NONE 0 NONE 0 0 22370606 1194179 0 23564785 0 0 23564785 353472 23211313 1160566 1160566 43239 43239 1117327 0 1117327 0 1117327 1151525 0 1151525 0 1151525 1117327 1147525 2008 2256 0 1151525 1147525 2256 0 1744 0 0 0 0 0 0 0 0 1115583 0 0 0 GERALD J STADTMUELLER P O BOX 2886 OSHKOSH WI 54903 9202315890 APPLICATIONS SHOULD BE SUBMITTED IN WRITING ALONG WITH THE NAME AND ADDRESS OF THE APPLICANT AND A DESCRIPTION OF HOW THE FUNDS WILL BE USED. DECEMBER 1 NONE AMERICAN CANCER SOCIETY 3311 S PACKERLAND DR DE PERE WI 54115 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 AMERICAN DIABETES FOUNDATION 1701 NORTH BEAUREGARD STREET ALEXANDRIA VA 22311 NONE PUBLIC CHARITY GENERAL PURPOSE 15000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PUBLIC CHARITY GENERAL PURPOSE 15000 AMERICAN RED CROSS OF EASTERN WI 515 S WASHBURN ST 206 OSHKOSH WI 54904 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 AMERICAN RED CROSS OF FOND DU LAC 272 N MAIN ST FOND DU LAC WI 54935 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 ARC OF WINNEBAGO 115 WASHINGTON AVE STE A OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 42500 BOYS AND GIRLS CLUB OF OSHKOSH 501 EAST PARKWAY AVENUE OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 40000 CLARITY CARE HELP AT HOME 424 WASHINGTON AVE OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 DUPONT FIRE DEPARTMENT E6269 SCHONECK RD MARION WI 54950 NONE PUBLIC CHARITY GENERAL PURPOSE 6000 ELDORADO FIRE DEPARTMENT 180 S MACY ST FOND DU LAC WI 54935 NONE PUBLIC CHARITY GENERAL PURPOSE 9000 ENDEAVOR FIRE DEPARTMENT 631 GEM DR ENDEAVOR WI 53930 NONE PUBLIC CHARITY GENERAL PURPOSE 5100 EXPERIMENAL AIRCRAFT ASSOCIATION 3000 POBEREZNY RD OSHKOSH WI 54902 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 GRAND OPERA HOUSE FOUNDATION 222 PEARL AVENUE OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 50000 HABITAT FOR HUMANITY 1306 MICHIGAN ST OSHKOSH WI 54902 NONE PUBLIC CHARITY GENERAL PURPOSE 75000 JASPER PICKETT FOUNDATION PO BOX 336 PICKETT WI 54964 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 KING VETERANS HOME N2665 COUNTY ROAD QQ KING WI 54946 NONE PUBLIC CHARITY GENERAL PURPOSE 15000 LAMARTINE FIRE DEPARTMENT N5269 SCHAEFER DR FOND DU LAC WI 53065 NONE PUBLIC CHARITY GENERAL PURPOSE 5275 LIVING HEALTHY COMMUNITY CLINIC 510 DOCTORS COURT OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 NEENAH HIGH SCHOOL CLUB 1375 MARTINGALE LANE NEENAH WI 54956 NONE PUBLIC CHARITY GENERAL PURPOSE 3750 NEKIMI VOLUNTEER FIRE DEPARTMENT 15 NORTH OAKWOOD ROAD OSHKOSH WI 54904 NONE PUBLIC CHARITY GENERAL PURPOSE 9800 OSHKOSH AREA COMMUNITY FOUNDATION 230 OHIO ST 100 OSHKOSH WI 54902 NONE PUBLIC CHARITY GENERAL PURPOSE 400000 OSHKOSH AREA HUMANE SOCIETY 1925 SHELTER CT OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 OSHKOSH AREA UNITED WAY 36 BROAD STREET 100 OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 100000 OSHKOSH CHRISTIAN SCHOOL 3450 VINLAND RD OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 OSHKOSH COMMUNITY FOOD PANTRY 2551 JACKSON ST OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 125000 OSHKOSH COMMUNITY YMCA 3303 W 20TH AVE OSHKOSH WI 54904 NONE PUBLIC CHARITY GENERAL PURPOSE 55000 OSHKOSH SYMPHONY ORCHESTRA 200 CITY CTR B OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 OXFORD FIRE DEPARTMENT W8593 STATE ROAD 82 OXFORD WI 53952 NONE PUBLIC CHARITY GENERAL PURPOSE 9800 PORT EDWARDS FIRE DEPARTMENT 431 LETENDRE AVENUE PORT EDWARDS WI 54469 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 ROSHOLT FIRE DEPARTMENT 9075 HWY 66 ROSHOLT WI 57260 NONE PUBLIC CHARITY GENERAL PURPOSE 1800 SALVATION ARMY 417 ALGOMA BLVD OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 ST JUDES 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 TOWN OF OSHKOSH FIRE DEPARTMENT 1065 COZY LANE OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 4000 UTICA FIRE DEPARTMENT 6570 BRADLEY AVE PICKETT WI 54964 NONE PUBLIC CHARITY GENERAL PURPOSE 6000 VAN DYNE FIRE DEPARTMENT N9515 VAN DYNE RD VAN DYNE WI 54979 NONE PUBLIC CHARITY GENERAL PURPOSE 4000 WAUPACA FIRE DEPARTMENT 124 S WASHINGTON STR WAUPACA WI 54981 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 WINNEBAGO COUNTY HISTORICAL SOCIETY 234 CHURCH AVENUE OSHKOSH WI 54901 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 WISCONSIN PUBLIC RADIO 821 UNIVERSITY AVE MADISON WI 53706 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 1151525 0 14 49824 14 2031850 18 160312 INCOME PER GAMBRINUS ENTERPRISES, INC. K-1 1205 OTHER INCOME 244 MISC INCOME 2587 0 2241986 4036 2246022 11A ORDINARY BUSINESS INCOME(LOSS) RECEIVED FROM GAMBRINUS ENTERPRISES K-1 0 0 0 0 0 0 0 0 0 0 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FOR THE TAX YEAR ENDING 12/31/08. DEUTSCHE BK ARN SPX 90000 96606 DODGE & COX INCOME FUND 453816 478684 EATON VANC MUT FDS 533029 581797 EATON VANCE MUT FDS TR 331694 356684 ISHARES BARCLAYS TIPS 228599 244070 JP MORGAN HIGH YIELD BOND FUND 408973 432090 JP MORGAN INTERNATIONAL CURRENCY 163662 169962 JP MORGAN SHORT DURATION BOND 495000 506640 JP MORGAN STRATEGIC INCOME 186000 220700 VANGUARD FIXED INCOME SEC F 682926 800699 VANGUARD FX INC SECS F 485000 524222 DREYFUS/LAUREL FDS TR 84000 86023 ARTIO INTL EQUITY FUND 67914 111932 CMS ENERGY 85000 186000 CVS CORP 49902 41580 EAGLE SER MID CAP STK FD CL A 0 0 ENTERGY CORPORATION 3482998 3244014 FIDELITY NATIONAL INFO 25987 37470 FIRST ENERGY 156480 148080 FOOTSTAR, INC 1647 138 FOSTER WHEELER 11100 34520 JP MORGAN TR I HIGHBRIDGE STAT 0 0 INTL RECTIFIER 881200 593800 ISHARES MSCI ASIAN EX JAPAN 0 0 ISHARES TR RUSSELL 1000 GROWTH 316212 313499 ISHARES TR RUSSELL MIDCAP INDEX 144958 193325 JPMORGAN ASIA EQUITY FUND 170531 210887 JPMORGAN INTREPID 0 0 JPMORGAN INTREPID AMERICAN FUND 227009 173192 JPMORGAN US REAL ESTATE FUND 310106 259611 M&I CORP 124393 21051 MANAGERS AMG FDS 0 0 MANNING & NAPIER NEW WORLD 0 0 NEWPARK RESOURCES 4767 5174 NUVEEN TRADEWINDS VAL OPPORT 0 0 OLD MUT ANALYTIC US LG SHRT FD 0 0 PFIZER 721500 350200 T ROWE PRICE INTL FDS NEW ASIA 212906 298261 THE TIMKEN COMPANY 94760 190920 THIRD AVE FD 0 0 THORNBURG INVT TR VALUE 388655 377692 UNISYS CORP 137950 25890 JP MORGAN US EQUITY FUND 274791 290258 JP MORGAN US LARGE CAP CORE PLUS 276291 302807 XCEL ENERGY 50445 70650 GATEWAY FUND - Y 85988 86519 JP MORGAN RESEARCH MARKET NEUTRAL 169029 167345 POWERSHARES DB COMMODITY 79297 91714 SPDR S&P 500 EFT 158882 185230 ARTISIAN INTL VALUE FUND 173257 190394 ISHARES MSCI EMERGING MARKET INDEX 164901 187948 SPDR GOLD TRUST 80741 102792 CS EAFE BREN AT COST 0 0 GAMBRINUS AT COST 10012583 5627983 GS 9M EAFE NOTE AT COST 0 0 GS 9M SPX NOTE AT COST 0 0 BARC BREN BERISH JPY 3/13/12 AT COST 40000 35968 BARC BREN EAFE 9/29/11 AT COST 80000 81888 CS BREN SPX 12/29/11 AT COST 100000 99500 CS SPX NOTE AT COST 160000 169792 DB 12M ASIA BREN AT COST 155000 180290 DB BREN CURRENCY BSKT AT COST 40000 42972 DB 53WJ CURRENCY EM FX AT COST 40000 39008 GS 12M EAFE NOTE AT COST 80000 78222 SG CONT BUFF EQ SPX 4-2-12 AT COST 90000 98514 ARBRITRAGE FUNDS I AT COST 167938 163964 EATON VANCE MUTUAL FUNDS TR GLOBAL AT COST 168538 166801 HIGHBRIDGE DYNAMIC COMMODITIES AT COST 156000 217078 STATE OF WISCONSIN ANNUAL REPORT FEE 10 0 0 AGENCY FEES 57326 57326 0 BANK FEES 185 185 0 GAMBRINUS ENTERPRISES, INC. K-1 2344 2344 0 PENALTIES & INTEREST 311 0 0 INCOME PER GAMBRINUS ENTERPRISES, INC. K-1 1205 1205 OTHER INCOME 244 244 MISC INCOME 2587 2587 FEDERAL INCOME TAX 19051 19051 0 FOREIGN TAX PAID 1134 1134 0