2024-10-09T13:02:03-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP PO BOX 23819 GREEN BAY WI 543053819 990PF 2023-01-01 362761910 CORNERSTONE FOUNDATION OF NORTHEASTERN WISCONSIN INC CORN 9204908290 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 KATIE MCCARTY ASST. SECRETARY/EXECUTIVE DIRECTOR 9204908290 2024-10-01 1 0 MICHELLE MULLOY P01241748 9204367800 2024-10-01 2023 2024-10-15 13:58:12Z X 27653585 X X 577797 577797 1138633 14753548 1135194 47316 12000 1763746 1724991 121750 35125 86625 25500 6375 19125 13576 2715 10861 12565 6282 6283 194347 194347 0 49998 15083 4915 11815 0 82898 41449 41449 3370 1685 1685 38978 19490 19488 554797 322551 190431 1406667 1406667 1961464 322551 1597098 -197718 1402440 759447 374830 374830 24472530 24649747 26959788 315047 43770 261595 271277 271277 47690 47690 47690 25541262 25343544 27653585 0 0 X 0 0 0 0 25541262 25343544 25541262 25343544 25541262 25343544 25541262 -197718 0 25343544 0 25343544 PUBLICLY TRADED SECURITIES 14753548 13618354 1135194 1135194 1135194 19494 0 19494 0 19494 62177 0 0 0 62177 X 0 42683 42683 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 1 1 NONE KATIE MCCARTY 9204908290 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS L OLSON 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 PRESIDENT, ASST TREAS & DI 0.80 6250 0 0 SUSAN WATTS 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 ASST SECRETARY & DIRECTOR 0.80 0 0 0 MARK MCMULLEN 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT & DIRECTOR 0.80 0 0 0 SHERI R PROSSER 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 SECRETARY & DIRECTOR 0.80 6250 0 0 SHERI R PROSSER 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT & SECRETARY 32.00 103000 0 0 MARY SCHAUPP 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 ASST SECRETARY & DIRECTOR 0.80 6250 0 0 TIM DAY 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT, TREASURER & DIRECTOR 0.80 0 0 0 MICHAEL D MEEUWSEN 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT & DIRECTOR 0.80 0 0 0 STEVE HARTY 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT & DIRECTOR 0.80 0 0 0 NONE 0 MORGAN STANLEY 111 N WASHINGTON ST GREEN BAY WI 54301 INVESTMENT AND ADVISORY FEES 118555 0 0 26529013 434701 323941 27287655 0 0 27287655 409315 26878340 1343917 1343917 19494 19494 1324423 0 1324423 0 1324423 1597098 0 1597098 1324423 0 0 191178 269182 460360 1597098 0 0 0 1324423 272675 0 0 733035 0 0 0 0 0 0 0 733035 191178 269182 272675 KATIE MCCARTY 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 9204908290 APPLICANTS ARE ENCOURAGED TO CALL PRIOR TO SUBMITTING AN APPLICATION. APPLICATIONS MAY BE SUBMITTED AT ANY TIME GRANTS ARE MADE TO ORGANIZATIONS IN NORTHEASTERN WISCONSIN WITH PRIMARY FOCUS IN BROWN COUNTY. AMERICAN RED CROSS 2131 DECKNER AVENUE GREEN BAY WI 54302 PC SOUND THE ALARM EVENT 5000 ASHWAUBENON SPECIAL CHILDREN'S PROGRAM 1055 GRIFFITHS LANE GREEN BAY WI 54304 PC PROGRAM SUPPORT 1500 ASPIRO 1673 DOUSMAN ST GREEN BAY WI 54303 PC VEHICLE FIRE FUND 25000 BELLIN COLLEGE OF NURSING PO BOX 23400 GREEN BAY WI 543053400 PC CAPITAL CAMPAIGN/SCHOLARSHIPS 50000 BIG BROTHERS BIG SISTERS 520 N BROADWAY GREEN BAY WI 54303 PC MATCH SPONSORSHIP AWARD DINNER SPONSOR 2000 BOYS & GIRLS CLUB OF GREEN BAY 1451 UNIVERSITY AVE GREEN BAY WI 54302 PC CREATIVE ARTS PROGRAM 25000 CAMP TEKAWITHA W5248 LAKE DRIVE SHAWANO WI 54166 PC CAMP SCHOLARSHIPS 15000 CASA 414 E WALNUT STREET STE 170 GREEN BAY WI 54301 PC CHILD ADVOCACY PROGRAM 20000 CHILDREN'S PROMISE 1484 MCCORMICK STREET GREEN BAY WI 543012561 PC PROGRAM SUPPORT 600 CUP OF JOY 525 N TAYLOR STREET GREEN BAY WI 54303 PC AC SYSTEM/DIGITAL THERMOSTAT UPGRADES 25000 CURATIVE CONNECTIONS PO BOX 8027 GREEN BAY WI 543088027 PC YESTERYEAR VILLAGE 200000 FOUNDATION HEALTH AND WHOLENESS 1061 W MASON STREET GREEN BAY WI 54303 PC FAMILY NAVIGATOR PROGRAM 35000 FRIENDS OF PALS PO BOX 1202 GREEN BAY WI 543051202 PC PROGRAM SUPPORT 1057 FRIENDS OF THE WILDLIFE SANCTUARY PO BOX 1933 GREEN BAY WI 543051933 PC DOCK AND ADA PATHWAY 10000 GREATER GREEN BAY COMMUNITY FOUNDATION INC 400 S WASHINGTON STREET GREEN BAY WI 54301 PC PETERSON-WATTS FAMILY FUND 6250 GREATER GREEN BAY COMMUNITY FOUNDATION INC 400 S WASHINGTON STREET GREEN BAY WI 54301 PC MARK AND MARY MCMULLEN FUND 1930 GREATER GREEN BAY COMMUNITY FOUNDATION INC 400 S WASHINGTON STREET GREEN BAY WI 54301 PC MICHAEL AND KATE MEEUWSEN FAMILY FUND 6250 GREATER GREEN BAY COMMUNITY FOUNDATION INC 400 S WASHINGTON STREET GREEN BAY WI 54301 PC TIM AND CATHIE DAY FAMILY FUND 6000 GREEN BAY ACTION SPORTS ORGANIZATION 2351 HOLMGREN WAY 102 GREEN BAY WI 54304 PC CAPITAL CAMPAIGN 50000 GREEN BAY BOTANICAL GARDEN 2600 LARSEN ROAD GREEN BAY WI 54303 PC CHILDREN & FAMILY PROGRAM/EXHIBIT/WPS GARDEN OF LIGHTS 15000 HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 PC HOPE CENTER 1057 HOWARD-SUAMICO EDUCATION FOUNDATION 2706 LINEVILLE ROAD GREEN BAY WI 54313 PC OPERATING SUPPORT 2500 HSHS ST VINCENTST MARY'S FOUNDATION PO BOX 11706 GREEN BAY WI 543071706 PC CAPITAL CAMPAIGN 100000 JOURNEY TO ADULT SUCCESS 327 S MONROE AVE GREEN BAY WI 54301 PC CAPITAL CAMPAIGN 100000 JUNIOR ACHIEVEMENT OF WI 320 MAIN STREET DE PERE WI 54115 PC CLASSROOM EDUCATION 5000 LITERACY GREEN BAY 424 S MONROE AVENUE GREEN BAY WI 54301 PC CHILD TUTORING AND EARLY CHILDHOOD DEVELOPMENT PROGRAM 1057 MAKE A WISH FOUNDATION 200 E WASHINGTON ST SUITE 2F APPLETON WI 54911 PC PROGRAM SUPPORT 3000 THE MIRACLE LEAGUE OF GREEN BAY 2072 N ROCK RIVER CIRCLE DE PERE WI 54115 PC CLOSING DAY ACTIVITIES SPONSOR 5000 NEIGHBOR WORKS GREEN BAY 437 S JACKSON STREET GREEN BAY WI 54301 PC HOMEBUYER PREPARATION SERVICES/MULTIFAMILY MUTUAL CAMPAIGN 110000 NEW COMMUNITY SHELTER INC 301 MATHER STREET GREEN BAY WI 54303 PC MARK MCMULLEN MEMORIAL 2500 NEW COMMUNITY SHELTER INC 301 MATHER STREET GREEN BAY WI 54303 PC GOLF OUTING SPONSOR 5000 NEW COMMUNITY SHELTER INC 301 MATHER STREET GREEN BAY WI 54303 PC EMERGENCY SHELTER, TRANSITIONAL HOUSING & COMMUNITY MEAL PROGRAMS 40000 NEW COMMUNITY SHELTER INC 301 MATHER STREET GREEN BAY WI 54303 PC MURDER MYSTERY SPONSOR 3000 NOTRE DAME ACADEMY 610 MARYHILL DRIVE GREEN BAY WI 543032092 PC TRITON GOLF CLASSIC SPONSOR 10000 PAUL'S PANTRY 1529 LEO FRIGO WAY GREEN BAY WI 543021163 PC ANNUAL APPEAL 1000 PREVENT BLINDNESS WISCONSIN 731 N JACKSON STREET MILWAUKEE WI 53202 PC CHILDRENS VISION SCREENING PROGRAM 2500 RIBBON OF HOPE FOUNDATION PO BOX 5456 DE PERE WI 54115 PC GOLF OUTING SPONSOR 500 SCHWAB CHARITABLE PO BOX 628298 ORLANDO FL 32862 PC STEVE AND KRISTIN HARTY CHARITABLE FUND 6250 THE GATHERING PLACE 1001 CHERRY STREET GREEN BAY WI 54301 PC PROGRAM SUPPORT 10000 THE GIVING TREE 2706 LINEVILLE ROAD GREEN BAY WI 54313 PC BACK-TO-SCHOOL EVENT 2000 THE MILITARY OFFICERS CLUB OF NEW 400 S WASHINGTON STREET GREEN BAY WI 54301 PC VETERANS BENEFIT FUND 5000 THE SALVATION ARMY 626 UNION COURT GREEN BAY WI 54303 PC ANGEL PROGRAM SPONSOR 10000 TREES FOR TOMORROW PO BOX 609 GREEN BAY WI 54521 PC SCHOLARSHIPS 3000 UW-GREEN BAY FOUNDATION 2420 NICOLET DRIVE GREEN BAY WI 54311 PC SCHOLARSHIPS 30000 VIVENT HEALTH 445 S ADAMS STREET GREEN BAY WI 54301 PC HIV MEDICAL HOME 15000 WISCONSIN DENTAL ASSOCIATION FOUNDATION 6737 W WASHINGTON STREET STE 2360 WEST ALLIS WI 53214 PC GREEN BAY MISSION OF MERCY DENTAL CARE 25000 GREATER GREEN BAY YMCA 235 JEFFERSON STREET GREEN BAY WI 543015181 PC LITERACY AND PROGRAM 10000 ECUMENICAL PARTNERSHIP FOR HOUSING PO BOX 524 GREEN BAY WI 54305 PC TRANSITIONAL HOUSING PROGRAM 40000 ENCOMPASS PO BOX 1627 GREEN BAY WI 54305 PC BIG EVENT SPONSOR 1000 EXCEPTIONAL EQUESTRIANS 1130 ORLANDO DRIVE DE PERE WI 54115 PC SENSORY TRAIL 25000 EXPERIENCE GREATER GREEN BAY PO BOX 10596 GREEN BAY WI 54307 PC CAPITAL CAMPAIGN 50000 GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 PC CAPITAL CAMPAIGN 250000 ADULT TEEN CHALLENGE NORTHEASTERN WISCONSIN 999 N MILITARY AVE GREEN BAY WI 54303 PC SPONSOR-A-BED PROGRAM 6000 AUDIO & BRAILLE LITERACY ENHANCEMENT INC 803 W WELLS STREET GREEN BAY WI 532331436 PC AUDIOBOOKS PROGRAM 2000 FOSTER THE VILLAGE 1440 DIVISION STREET GREEN BAY WI 54303 PC OPERATING SUPPORT 5000 HANDS ON DECK INC 101 BAY BEACH ROAD GREEN BAY WI 54302 PC LASER EQUIPMENT 5000 PEACE LUTHERAN CHURCH 1954 CTY RD U GREEN BAY WI 54313 PC BREANA PICKARD FAMILY 2500 SLEEP IN HEAVENLY PEACE INC 1560 ELDRIDGE AVENUE TWIN FALLS ID 83301 PC OPERATING SUPPORT 5000 THE MIRACLE LEAGUE OF GREEN BAY 2072 N ROCK RIVER CIRCLE DE PERE WI 54115 PC NEW SCOREBOARD 5216 WISCONSIN 4-H FOUNDATION PO BOX 78011 GREEN BAY WI 532780011 PC PROGRAM SUPPORT 1000 1406667 CEREBRAL PALSY INC 2801 S WEBSTER AVENUE GREEN BAY WI 54301 PC 2024 CP TELETHON 5000 CORNERSTONE COMMUNITY ICE CENTER 1640 FERNANDO DR GREEN BAY WI 54115 PC CAPITAL CAMPAIGN 500000 THE CHILDRENS MUSEUM OF GREEN BAY PO BOX 22304 GREEN BAY WI 54305 PC CAPITAL CAMPAIGN 500000 BIG BROTHERS BIG SISTERS 520 N BROADWAY GREEN BAY WI 54303 PC YOUTH MENTORING PROGRAM 10000 GREEN BAY BOTANICAL GARDEN 2600 LARSEN ROAD GREEN BAY WI 54301 PC PROGRAM SUPPORT 15000 NEIGHBOR WORKS 437 S JACKSON STREET GREEN BAY WI 54301 PC OPERATING SUPPORT 30000 WILLOW TREE CAC PO BOX 22308 GREEN BAY WI 54305 PC OPERATING SUPPORT 150000 ON BROADWAY INC 340 N BROADWAY STE 165 GREEN BAY WI 54303 PC CAPITAL CAMPAIGN 150000 VETERANS 1ST OF NEW INC 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 PC CAPITAL CAMPAIGN 100000 FOUNDATION HEALTH AND WHOLENESS 1061 W MASON STREET GREEN BAY WI 54303 PC FAMILY NAVIGATOR PROGRAM 70000 1530000 14 577797 01 47316 18 1138633 0 1763746 0 1763746 0 0 0 0 0 0 0 0 0 0 AUDIT & ACCOUNTING FEES 12565 6282 6283 EQUIPMENT 2007-10-18 17869 17869 0.000000000000 0 0 LEASEHOLD IMPROVEMENTS 2006-10-01 4125 4125 0.000000000000 0 0 OFFICE FURNITURE 2018-01-01 11000 7857 SL 7.000000000000 1571 0 OFFICE EQUIPMENT 2022-11-01 22491 1087 SL 7.000000000000 3213 0 TITLETOWN OFFICE BUILD OUT 2022-11-01 238065 1017 SL 39.000000000000 6104 0 TITLETOWN OFFICE BUILD OUT 2023-02-09 12709 SL 39.000000000000 299 0 OFFICE EQUIPMENT 2023-07-01 8788 SL 7.000000000000 628 0 MASTERS V OFFSHORE AT COST 224895 133806 MORGAN STANLEY FIDUCIARY MGMT SM CAP - SEE ATTACHED AT COST 1270758 1767174 MORGAN STANLEY ASSOCIATED FIXED - SEE ATTACHED AT COST 4049741 3878361 METROPOLITAN WEST TOTAL RET BD AT COST 2059921 1757209 MORGAN STANLEY DELAWARE INTL - SEE ATTACHED AT COST 803752 900187 AMERICAN EUROPACIFIC GRW FD AT COST 731962 747524 NEWLIGHT TECHNOLOGIES AT COST 246723 249999 INVESCO CONSERVATIVE INC. AT COST 986558 983532 REVIVAL II LIMITED PARTNERSHIP AT COST 776327 776327 MORGAN STANLEY GENEVA SMALL CAP GROWTH - SEE ATTACHED AT COST 987035 1324057 TITLETOWN TECH LP AT COST 651645 920089 ALPINVEST VIII AT COST 867217 944552 VANGUARD MID CAP AT COST 1241364 1289756 BREIT AT COST 364506 759071 VANGUARD INTL INDEX AT COST 898023 871347 VANGUARD ST TREASURY AT COST 620892 625939 VANGUARD S&P 500 INDEX AT COST 2615548 2791152 JENNISON LARGE GROWTH- SEE ATTACHED AT COST 2102940 2802408 JP MORGAN EQUITY INC- SEE ATTACHED AT COST 2448364 2714673 VANGUARD EMERGING MARKETS AT COST 694076 715510 OAKTREE OPPORT FUND XII AT COST 7500 7115 EQUIPMENT 17869 17869 0 0 LEASEHOLD IMPROVEMENTS 4125 4125 0 0 OFFICE FURNITURE 11000 9428 1572 1572 OFFICE EQUIPMENT 22491 4300 18191 18191 TITLETOWN OFFICE BUILD OUT 238065 7121 230944 230944 TITLETOWN OFFICE BUILD OUT 12709 299 12410 12410 OFFICE EQUIPMENT 8788 628 8160 8160 DONATED ARTWORK 47690 47690 47690 INSURANCE 13470 6735 6735 OTHER 11974 5987 5987 OFFICE SUPPLIES AND EXPENSE 4267 2134 2133 TELEPHONE & INTERNET 2421 1211 1210 TECHNOLOGY SERVICES 4346 2173 2173 OFFICE RELOCATION 2500 1250 1250 OTHER INVESTMENT INCOME 47316 12000 47316 INVESTMENT ADVISORY FEES 194347 194347 0 PAYROLL TAXES 9831 4916 4915 EXCISE TAX 30000 0 0 FOREIGN TAX 10167 10167 0