2023-05-11T17:02:34-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990PF 2021-07-01 392003427 DUDLEY FOUNDATION INC DUDL 7158495729 500 FIRST STREET 2 WAUSAU WI 54403 ANN DUDLEY SHANNON TREASURER 7158495729 2023-03-15 1 ANN DUDLEY SHANNON 999009999 JAMES A OLSON P00035071 9204367800 2023-03-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 8877931 X X 76802 76802 78220 78220 437070 2781891 437070 683 0 592775 592092 41000 4100 36900 30678 6136 24542 51581 51581 0 3824 1001 2823 3733 684 1375 275 1100 34914 6983 27931 167105 70760 93296 550175 350175 717280 70760 443471 -124505 521332 495139 317964 317964 570038 669828 669828 6901138 5460559 5460559 2422842 2422845 2422845 11200 10889 4044 311 311 0 6424 6424 10393201 8877931 8877931 3148 24982 215888 2059 0 27041 219036 X 10366160 8658895 10366160 8658895 10393201 8877931 10366160 -124505 8873 10250528 1591633 8658895 SALES OF CORPORATE STOCK AND BONDS P 2781891 2344821 437070 437070 437070 7247 0 7247 0 7247 13640 0 0 0 13640 31 6362 6362 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 DUDLEYFOUNDATIONWAUSAU.ORG ANDREW DUDLEY SHANNON EXEC DIRECT 7158495729 500 FIRST STREET SUITE 2 WAUSAU WI 54403 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN D SHANNON 500 FIRST STREET SUITE 2 WAUSAU WI 54403 PRESIDENT 10.00 0 0 0 JOHN D DUDLEY 500 FIRST STREET SUITE 2 WAUSAU WI 54403 VICE PRESIDENT 2.00 0 0 0 PAUL C SCHLINDWIEN II 500 FIRST STREET SUITE 2 WAUSAU WI 54403 SECRETARY 2.00 0 0 0 MARY C DUDLEY 500 FIRST STREET SUITE 2 WAUSAU WI 54403 CHAIRMAN 2.00 0 0 0 ROBERT J DUDLEY II 500 FIRST STREET SUITE 2 WAUSAU WI 54403 DIRECTOR 2.00 0 0 0 CHAD D KANE 500 FIRST STREET SUITE 2 WAUSAU WI 54403 DIRECTOR 2.00 0 0 0 ANDREW DUDLEY SHANNON 500 FIRST STREET SUITE 2 WAUSAU WI 54403 EXECUTIVE DIRECTOR 10.00 41000 0 0 JEFF STUBBE 500 FIRST STREET SUITE 2 WAUSAU WI 54403 TREASURER 2.00 0 0 0 NONE 0 NONE 0 N/A 0 0 9782055 472920 0 10254975 0 0 10254975 153825 10101150 505058 505058 7247 7247 497811 0 497811 0 497811 443471 0 443471 497811 402088 0 0 443471 402088 0 0 41383 0 0 0 0 0 0 0 0 456428 0 0 0 ANN D SHANNON JOHN D DUDLEY MARY C DUDLEY ROBERT J DUDLEY II ANDREW DUDLEY SHANNON DUDLEY FOUNDATION ATTN ANN DUDLEY S 500 FIRST STREET SUITE 2 WAUSAU WI 54403 7158495729 SEE ATTACHED STATEMENT. SEE ATTACHED STATEMENT. SEE ATTACHED STATEMENT AMERICAN LEGION POST 10 1001 GOLF CLUB ROAD WAUSAU WI 54403 PC VETERANS AVENUE OF HONOR 5000 AMERICAN RED CROSS - WI NORTHCENTRAL CHAPTER 330 GRAND AVE SUITE 104 WAUSAU WI 54403 PC TORNADO DISASTER RELIEF - KENTUCKY 10000 BOYS & GIRLS CLUB OF THE WAUSAU AREA INC 1710 2ND STREET WAUSAU WI 54403 PC TRANSFORMING SPACES 25000 BOYS & GIRLS CLUB OF THE WAUSAU AREA INC 1710 2ND STREET WAUSAU WI 54403 PC WORKFORCE DEVELOPMENT 15000 BRIDGE STREET MISSION 115 W BRIDGE ST WAUSAU WI 54401 PC URBAN STREET PROJECT 2500 CENTRAL WISCONSIN CHILDREN'S THEATRE INC 700 W STROWBRIDGE STREET WAUSAU WI 54401 PC 2021-2022 SEASON 500 CENTRAL WISCONSIN EDUCATION THEATER ALLIANCE 225780 RIB MOUNTAIN DRIVE WAUSAU WI 54401 PC PRODUCTION OF CATS 2500 CHILDCARING INC 1500 MERRILL AVE STE 201 WAUSAU WI 54403 PC GOOD START GRANTS 2500 CHILDRENS IMAGINARIUM INC 223809 LAKESHORE DR WAUSAU WI 54401 PC CHILDREN'S IMAGINARIUM CAPITAL CAMPAIGN 25000 CHRISTMAS IN JULY CHARITY 8304 SOUTHRIDGE DR ROTHSCHILD WI 54474 PC CHILDREN FOCUSED EXPERIENCES - 2021 1500 COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 500 1ST ST WAUSAU WI 54403 PC BEYOND PENCILS AND CRAYONS 2100 COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 500 1ST ST WAUSAU WI 54403 PC ANGEL OF HOPE MEMORIAL GARDEN 1800 COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 500 1ST ST WAUSAU WI 54403 PC EDGEWOOD PARK LIGHTING PROJECT 5000 COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 500 1ST ST WAUSAU WI 54403 PC LAKE DUBAY LIONS PARK UPGRADES & ENHANCEMENTS 5000 COMMUNITY PARTNERS CAMPUS INC 360 GRAND AVE SUITE 100 WAUSAU WI 54403 PC NEW FACILITY 50000 DC EVEREST EDUCATION FOUNDATION PO BOX 114 SCHOFIELD WI 54476 PC GREEN HECK TURNER COMMUNITY CENTER 25000 FESTIVAL OF ARTS INC 427 N 4TH STREET WAUSAU WI 54403 PC FESTIVAL OF ARTS 5000 GIRLS SCOUTS OF THE NORTHWESTERN GREAT LAKES 3511 CAMP PHILLIPS RD SCHOFIELD WI 54476 PC ROOF PROJECT 2500 JUNIOR ACHIEVEMENT OF WISCONSIN 2904 RIB MOUNTAIN DRIVE WAUSAU WI 54401 PC JUNIOR ACHIEVEMENT 2021-2022 PROGRAMMING 15275 MARATHON COUNTY HISTORICAL SOCIETY 403 MCINDOE STREET WAUSAU WI 54403 PC THE ROARING 20'S 6000 MARATHON COUNTY HISTORICAL SOCIETY 403 MCINDOE STREET WAUSAU WI 54403 PC TALES BETWEEN TWO DEPOTS 1000 MARATHON COUNTY PARKS RECREATION AND FORESTRY 212 RIVER DRIVE SUITE 2 WAUSAU WI 54403 PC GREAT PINERY HERITAGE WATERWAY 15000 MARATHON COUNTY PUBLIC LIBRARY FOUNDATION INC 300 N 1ST STREET WAUSAU WI 54403 PC CENTRAL WISCONSIN BOOK FESTIVAL 2500 NEIGHBORS PLACE INC 745 SCOTT STREET WAUSAU WI 54403 PC FOOD PROCUREMENT 10000 NORTHCENTRAL TECHNICAL COLLEGE 1000 W CAMPUS DR WAUSAU WI 54401 PC STUDIO 7 PROJECT 50000 NORTHCENTRAL TECHNICAL COLLEGE 1000 W CAMPUS DR WAUSAU WI 54401 PC RICHARD D. DUDLEY FAMILY SCHOLARSHIP ENDOWMENT 1000 OPPORTUNITY DEVELOPMENT CENTERS 1191 HUNTINGTON AVENUE WISCONSIN RAPIDS WI 54494 PC DEVELOPMENT AND EXPANSION OF YOUTH SERVICES FOR CHILDREN WIT DISABILITIES IN MARATHON COUNTY 5000 PATRIOT K9'S OF WISCONSIN 7333 WEST STEWART AVE WAUSAU WI 54401 PC VETERAN SERVICE DOG TRAINING PROGRAM 10000 PERFORMING ARTS FOUNDATION INC 401 4TH STREET WAUSAU WI 54403 PC 2022 PERFORMIN ARTS FUND DRIVE 15000 SAMOSET COUNCIL BOYS SCOUTS OF AMERICA 3511 CAMP PHILLIPS RD WESTON WI 54476 PC WAUSAU HOMES SCOUT CENTER - ROOF PROJECT 2500 SOUTH BEACH CHAMBER ENSEMBLE INC 1350 EUCLID AVE 2 MIAMI BEACH FL 33139 PC MUSIC SCHOLARSHIPS & PERFORMANCES 500 SPECIAL OLYMPICS WISCONSIN INC 1133 19TH STREET NW WASHINGTON DC 20036 PC REGION 2 NC WI OPERATIONS 1000 SUMMIT PLAYERS THEATRE INC 3383 S KINNICKINNIC AVENUE MILWAUKEE WI 53207 PC SHAKESPEARE IN THE STATE PARKS - RIB MOUNTAIN 500 THE SALVATION ARMY 202 CALLON STREET WAUSAU WI 54401 PC CHANNEL 7'S SHARE THE HOLIDAYS 10000 WAUSAU AREA EVENTS INC 316 SCOTT ST WAUSAU WI 54403 PC WINGS OVER WAUSAU - MILITARY AIRPLANES 6500 WAUSAU SCHOOL DISTRICT FOUNDATION PO BOX 359 WAUSAU WI 54402 PC A WALK IN THEIR SHOES 7500 YOUNG WOMENS CHRISTIAN ASSOCIATION 613 5TH STREET WAUSAU WI 54403 PC MOSAIC OF NORTH CENTRAL WISCONSIN 5000 350175 0 14 76802 14 78220 14 683 18 437070 0 592775 0 592775 0 0 0 0 0 0 0 0 0 0 AUDIT 30678 6136 24542 COMPENSATION TO DISQUALIFIED PERSONS PART VII-B, LINE 1A(4) DURING THE FISCAL YEAR ENDED 06/30/22, THE FOUNDATION PAID $41,000 TO ANDREW D. SHANNON FOR SERVICES AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THESE SERVICES ARE NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSE. THE AMOUNTS PAID ABOVE DO NOT CONSTITUTE UNREASONABLE OR EXCESSIVE AMOUNTS AND DO NOT CONSTITUTE SELF-DEALING PURSUANT TO REGULATION SECTION 53.4941(D)-3(C). ALL PAYMENTS WERE MADE AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS. SEE ATTACHED 2422845 2422845 SEE ATTACHED 5460559 5460559 669828 669828 0 0 PREPAID EXCISE TAX 6424 6424 UNREALIZED GAIN ON INVESTMENTS 1591633 MEMBERSHIP DUES 1045 209 836 INSURANCE 4199 840 3359 OFFICE EXPENSES 16864 3373 13491 MISCELLANEOUS 12806 2561 10245 EXCISE TAX REFUND 683 0 0 PROGRAM GRANTS DISCOUNT 8873 EXCISE TAX PAYABLE 2059 0 INVESTMENT ADVISOR FEES 51581 51581 0 FOREIGN AND PROPERTY TAXES 687 687 0 PAYROLL TAXES 3137 314 2823