2022-04-29T08:03:00-05:00 2021-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990PF 2021-01-01 396056375 RUTH ST JOHN & JOHN DUNHAM WEST FOUNDATION INC RUTH 9206846110 915 MEMORIAL DR MANITOWOC WI 542202962 PHYLLIS SCHIPPERS PRESIDENT 9206846110 2022-04-26 1 PHYLLIS SCHIPPERS 999009999 JEFFREY DVORACHEK P00964591 9206847128 2022-04-26 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 109939677 X X 875 875 1762542 1725797 5545040 19924330 5563734 4224 4224 7312681 7294630 117666 11767 105899 288819 5262 283557 62205 319 61886 23600 2360 21240 349507 942 26670 98398 2248 18887 207 21 186 4591 459 4132 533473 426861 106612 1478466 450239 629069 3832405 3931468 5310871 450239 4560537 2001810 6844391 535085 1416967 1416967 89504091 107003701 107003701 2636850 1241266 1386152 1395584 1395584 92799 123425 123425 91518127 109939677 109939677 85000 375740 603715 460740 603715 X 91057387 109335962 91057387 109335962 91518127 109939677 91057387 2001810 16276765 109335962 0 109335962 AINTREE CAPITAL INVESTMENTS P 2021-12-31 2904818 2531079 373739 373739 AINTREE CAPITAL INVESTMENTS P 2021-12-31 17016789 11826794 5189995 5189995 5563734 95137 0 95137 0 95137 93333 0 0 0 93333 X 0 1804 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.WESTFOUNDATION.US MS PHYLLIS SCHIPPERS 9206846110 915 MEMORIAL DRIVE MANITOWOC WI 54220 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PHYLLIS SCHIPPERS 915 MEMORIAL DRIVE MANITOWOC WI 54220 PRESIDENT, CHAIRMAN OF THE BOARD 30.00 70000 0 0 BERNADINE ZIMMER 915 MEMORIAL DRIVE MANITOWOC WI 54220 VICE PRESIDENT, VICE CHAIRMAN 6.00 13000 0 0 JOHN JAGEMANN 915 MEMORIAL DRIVE MANITOWOC WI 54220 SECRETARY 6.00 13000 0 0 GAIL FOX TERMED AUGUST 2021 915 MEMORIAL DRIVE MANITOWOC WI 54220 DIRECTOR 6.00 8666 0 0 THOMAS J BARE 915 MEMORIAL DRIVE MANITOWOC WI 54220 TREASURER 3.00 13000 0 0 NONE 0 NONE 0 WEST OF THE LAKE GARDENS WAS ESTABLISHED BY JOHN AND RUTH WEST AS THEIR PRIVATE RESIDENCE IN 1934. OVER THE NEXT FIFTY YEARS MRS. WEST DEVELOPED THE ESTATE'S SIX ACRES TO INCLUDE NUMEROUS DISPLAY GARDENS AND MANICURED LAWNS. THE GARDENS RECEIVED NATIONAL ACCLAIM IN THE 1950S AND 1960S. BEGINNING IN 1957 THE GARDENS WERE OPENED TO THE PUBLIC EACH SUMMER AND INCLUDED AN ANNUAL GARDEN WALK AND GARDEN TEA, WHICH IS NO LONGER DONE. CURRENTLY WEST OF THE LAKE GARDENS IS OPEN DAILY FORM MID-MAY (WEATHER PERMITTING) UNTIL THE AREA'S FIRST FROST. LIMITED PARKING IS AVAILABLE ON THE GROUNDS. ACCORDING TO RUTH WEST'S WISHES, THE GARDENS REMAIN OPEN FREE OF CHARGE.THE PROPERTY ALSO INCLUDES FOUR GREENHOUSES, CONSTRUCTED BETWEEN 1950 AND 1991, AN EQUIPMENT GARAGE AND MULTI-PURPOSE BUILDING. VISITOR RESTROOMS WERE ADDED IN A CONVERTED GARAGE IN 2006. THE GARDENS ARE STAFFED BY THREE FULL-TIME GARDENERS AND PART-TIME SEASONAL HELP. 506403 0 99384100 1022745 92805 100499650 0 0 100499650 1507495 98992155 4949608 4949608 95137 95137 4854471 14063 4868534 0 4868534 4560537 0 108946 4669483 4868534 112058 0 0 4669483 112058 0 0 4557425 0 0 0 0 0 0 0 0 311109 0 0 0 MS PHYLLIS SCHIPPERS 915 MEMORIAL DRIVE MANITOWOC WI 54220 9206846110 WRITTEN NARRATIVE DESCRIBING ORGANIZATION AND ITS NEED FOR FUNDING. NONE - GRANTS ARE CONSIDERED MONTHLY AT BOARD MEETINGS. QUALIFYING ORGANIZATIONS MAINLY IN MANITOWOC COUNTY, WI. ABOVE AND BEYOND CORPORATION 902 N 8TH STREET SHEBOYGAN WI 53081 NONE RESTRICTED 25000 ACOUSTIC FEST INC 838 N 5TH STREET MANITOWOC WI 54220 NONE RESTRICTED 4000 ACOUSTIC FEST INC 838 N 5TH STREET MANITOWOC WI 54220 NONE UNRESTRICTED 2500 AMERICAN CANCER SOCIETY INC 1676 ATLANTA CIRCLE MANITOWOC WI 54220 NONE UNRESTRICTED 2000 ASCEND SERVICES INC 2818 MEADOW LN MANITOWOC WI 54220 NONE RESTRICTED 25000 ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED OF MANTY PO BOX 1302 MANITOWOC WI 54220 NONE UNRESTRICTED 3000 BELLIN COLLEGE 3201 EATON RD GREEN BAY WI 54311 NONE RESTRICTED 110000 BIG BROTHERS BIG SISTERS 810 WASHINGTON ST MANITOWOC WI 54220 NONE RESTRICTED 15000 BIG BROTHERS BIG SISTERS OF SHEBOYGAN CO ON BEHALF OF BBBS OF WI SHORELINE 632 8TH ST 2 SHEBOYGAN WI 53083 NONE RESTRICTED 40000 BOOKWORM GARDENS 1415 CAMPUS DRIVE SHEBOYGAN WI 53081 NONE RESTRICTED 50000 BOYS AND GIRLS CLUB FOX VALLEY INC ON BEHLF OF BOYS AND GIRLS CLUB MANITOWO PO BOX 756 MANITOWOC WI 54221 NONE RESTRICTED 500000 BRILLION NATURE STUDY CENTER ASSOCIATION INC 315 S MAIN ST BRILLION WI 54110 NONE RESTRICTED 15000 BRILLION POLICE DEPARTMENT 130 CALUMET ST BRILLION WI 54110 NONE RESTRICTED 4000 CAMP SINAWAEARL O VITS MEMORIAL TRUST 9113 SINAWA RD VALDERS WI 54245 NONE UNRESTRICTED 2000 CAPITOL CIVIC CENTRE INC PO BOX 399 MANITOWOC WI 54221 NONE UNRESTRICTED 25000 CAPITOL CIVIC CENTRE INC PO BOX 399 MANITOWOC WI 54221 NONE RESTRICTED 30000 CHILDREN'S HOSPITAL OF WI INC 999 N 92ND STREET WAUWATOSA WI 53226 NONE RESTRICTED 75000 CITY OF MANITOWOC K-9 FUND 910 JAY STREET MANITOWOC WI 54220 NONE RESTRICTED 20000 CITY OF MANITOWOC ON BEHALF OF THE RAHR WEST ART MUSEUM 610 N 8TH STREET MANITOWOC WI 54220 NONE RESTRICTED 14623 CITY OF TWO RIVERS 1717 EAST PARK STREET TWO RIVERS WI 54241 NONE RESTRICTED 300000 CLIPPERS CITY CHORDSMEN 3306 LINDBERGH DRIVE MANITOWOC WI 54220 NONE RESTRICTED 1795 CORE TREATMENT SERVICES INC 3 RIVERVIEW DRIVE MANITOWOC WI 54220 NONE UNRESTRICTED 25000 CORE TREATMENT SERVICES INC 3 RIVERVIEW DRIVE MANITOWOC WI 54220 NONE RESTRICTED 15000 CROSSFIRE RANCH 2209 RIVERVIEW LANE REEDSVILLE WI 54230 NONE RESTRICTED 15000 CRUSADERS OF JUSTICIA INC 1523 WASHINGTON STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 EARL O VITS MEMORIAL TRUST DBA CAMP SINAWA 9113 SINAWA RD VALDERS WI 54245 NONE RESTRICTED 30000 ETERNAL FLAME AND VETERANS MEMORIAL FUND PO BOX 10 MANITOWOC WI 54220 NONE RESTRICTED 10000 EXCEPTIONAL EQUESTRIANS COMPANY 1130 ORLANDO DRIVE DE PERE WI 54115 NONE RESTRICTED 11500 FRIENDS OF WISCONSIN PUBLIC TELEVISION INC 821 UNIVERSITY MADISON WI 53706 NONE RESTRICTED 10000 GIRL SCOUTS OF MANITOU COUNCIL INC 5212 WINDWARD COURT SHEBOYGAN WI 53083 NONE RESTRICTED 5000 GLACIAL LAKES CONSERVANCY 529 ONTARIO AVENUE SHEBOYGAN WI 53081 NONE RESTRICTED 27000 GLACIERLAND RESOURCE CONSERVATION AND DEVELOPMENT PO BOX 11203 GREEN BAY WI 54307 NONE RESTRICTED 15500 GROW IT FORWARD INC 1501 MARSHALL STREET MANITOWOC WI 54220 NONE RESTRICTED 2500 GROW IT FORWARD INC 1501 MARSHALL STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 HAMILTON WOOD TYPE AND PRINTING MUSEUM ON BEHALF OF THE SPIRIT OF THE HAMIL 1816 10TH STREET TWO RIVERS WI 54241 NONE RESTRICTED 10000 HMONG HEALTH AND COMMUNITY DEVELOPMENT INC 3640 S 30TH STREET MANITOWOC WI 54220 NONE RESTRICTED 25000 HOLY FAMILY CONSERVATORY OF MUSIC 6751 CALUMET AVENUE MANITOWOC WI 54220 NONE UNRESTRICTED 10000 HOLY FAMILY CONSERVATORY OF MUSIC 6751 CALUMET AVENUE MANITOWOC WI 54220 NONE RESTRICTED 12000 KAN COOL FOR SCHOOL INC PO BOX 2254 MANITOWOC WI 54220 NONE RESTRICTED 5000 LAKESHORE CAP INC OF WISCONSIN PO BOX 2315 MANITOWOC WI 54221 NONE UNRESTRICTED 10000 LAKESHORE COMMUNITY FOUNDATION INC 915 MEMORIAL DRIVE MANITOWOC WI 54220 NONE RESTRICTED 30000 LAKESHORE COMMUNITY HEALTH CENTER PO BOX 959 SHEBOYGAN WI 53082 NONE UNRESTRICTED 10000 LAKESHORE FIRST ROBOTICS PROGRAMS 2814 WOLLMER STREET MANITOWOC WI 54220 NONE RESTRICTED 190000 LAKESHORE FIRST ROBOTICS PROGRAMS 2814 WOLLMER STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 LAKESHORE FOSTER FAMILIES AND FRIENDS 111 N 10TH STREET MANITOWOC WI 54220 NONE UNRESTRICTED 5000 LAKESHORE HUMANE SOCIETY INC 1551 NORTH 8TH STREET MANITOWOC WI 54220 NONE RESTRICTED 18850 LAKESHORE HUMANE SOCIETY INC 1551 NORTH 8TH STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 LAKESHORE INTERFAITH HOSPITALITY NETWORK HOPE HOUSE 1000 S 35TH STREET MANITOWOC WI 54220 NONE RESTRICTED 75000 LAKESHORE INTERFAITH HOSPITALITY NETWORK HOPE HOUSE 1000 S 35TH STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 LAKESHORE REGIONAL CHILD ADVOCACY CENTER 134 S FOSTER DRIVE SAUKVILLE WI 53080 NONE RESTRICTED 25000 LAKESHORE TECHNICAL COLLEGE FOUNDATION INC 1290 NORTH AVENUE CLEVELAND WI 53015 NONE RESTRICTED 30000 LAKESHORE WIND ENSEMBLE 705 VIEBAHN STREET MANITOWOC WI 54220 NONE RESTRICTED 10000 LAKESHORE WIND ENSEMBLE 705 VIEBAHN STREET MANITOWOC WI 54220 NONE UNRESTRICTED 15000 LAWRENCE UNIVERSITY 711 BOLDT WAY APPLETON WI 54911 NONE RESTRICTED 125000 LESTER PUBLIC LIBRARY FOUNDATION INC 1001 ADAMS STREET TWO RIVERS WI 54220 NONE RESTRICTED 25000 LESTER PUBLIC LIBRARY FOUNDATION INC 1001 ADAMS STREET TWO RIVERS WI 54241 NONE UNRESTRICTED 25000 LIGHTHOUSE RECOVERY COMMUNITY CENTER 721 PARK STREET MANITOWOC WI 54220 NONE UNRESTRICTED 15000 LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY PO BOX 321 MANTIOWOC WI 54221 NONE RESTRICTED 105000 LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY PO BOX 321 MANTIOWOC WI 54221 NONE UNRESTRICTED 5000 MANITOWOC COUNTY CRIMESTOPPERS INC 1025 9TH STREET MANITOWOC WI 54220 NONE RESTRICTED 15000 MANITOWOC COUNTY DOMESTIC VIOLENCE CENTER DBA INCOURAGE 300 E REED AVENUE MANITOWOC WI 54220 NONE UNRESTRICTED 20000 MANITOWOC COUNTY HISTORICAL SOCIETY 924 PINCREST RD MANITOWOC WI 54220 NONE RESTRICTED 125000 MANITOWOC COUNTY HISTORICAL SOCIETY 924 PINCREST RD MANITOWOC WI 54220 NONE UNRESTRICTED 10000 MANITOWOC COUNTY YOUTH SPORTS PO BOX 5 ST NAZIANZ WI 54232 NONE RESTRICTED 2000 MANITOWOC MARINE BAND PO BOX 2224 MANITOWOC WI 54221 NONE RESTRICTED 1500 MANITOWOC PUBLIC LIBRARY 707 QUAY STREET MANITOWOC WI 54220 NONE UNRESTRICTED 25000 MANITOWOC PUBLIC LIBRARY 707 QUAY STREET MANITOWOC WI 54220 NONE RESTRICTED 25000 MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC PO BOX 606 MANITOWOC WI 54221 NONE RESTRICTED 58000 MANITOWOC-TWO RIVERS YMCA INC 205 MARITIME DRIVE MANITOWOC WI 54220 NONE UNRESTRICTED 15000 MANITOWOC-TWO RIVERS YMCA INC 205 MARITIME DRIVE MANITOWOC WI 54220 NONE RESTRICTED 45000 MASQUERS AND TREEHOUSE THEATER 616 N 8TH ST MANITOWOC WI 54220 NONE RESTRICTED 38000 MEDICAL COLLEGE OF WI 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 NONE RESTRICTED 100000 MISHICOT AREA GROWTH AND IMPROVEMENT COMMITTEE 511 E MAIN STREET MISHICOT WI 54228 NONE RESTRICTED 20000 MUSCULAR DYSTROPHY ASSOCIATION 1823 SPENCE STREET GREEN BAY WI 54304 NONE UNRESTRICTED 2000 NATIONAL FIRE SAFETY COUNCIL INC MANTY FIRE DEPTMT 900 QUAY STREET MANITOWOC WI 54220 NONE RESTRICTED 1000 PAINTING PATHWAYS CLUBHOUSE 1226 WASHINGTON STREET MANITOWOC WI 54220 NONE RESTRICTED 50000 PAINTING PATHWAYS CLUBHOUSE 1226 WASHINGTON STREET MANITOWOC WI 54220 NONE UNRESTRICTED 20000 PETER QUINCE PERFORMING COMPANY LTD PO BOX 1652 MANITOWOC WI 54221 NONE RESTRICTED 10000 PETER'S PANTRY 843 SOUTH 21ST STREET MANITOWOC WI 54220 NONE RESTRICTED 10000 PRODUCTION FARM INC 9003 POLIFKA RD WHITELAW WI 54247 NONE RESTRICTED 50000 PRODUCTION FARM INC 9003 POLIFKA RD WHITELAW WI 54247 NONE UNRESTRICTED 15000 RAHR WEST ART MUSEUM CHARITABLE FOUNDATION INC 610 N 8TH STREET MANITOWOC WI 54220 NONE RESTRICTED 330000 ROGERS STREET FISHING VILLAGE INC PO BOX 33 TWO RIVERS WI 54241 NONE UNRESTRICTED 10000 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WI INC 8948 WATERTOWN PLANK RD MILWAUKEE WI 53226 NONE UNRESTRICTED 2000 SALVATION ARMY 411 N 6TH STREET MANITOWOC WI 54220 NONE RESTRICTED 15000 SHEBOYGAN COUNTY FOOD BANK INC 3115 N 21 STREET SUITE 1 SHEBOYGAN WI 53083 NONE RESTRICTED 10000 SOCIETY OF ST VINCENT DE PAUL - MANITOWOC 911 CHICAGO STREET MANITOWOC WI 54220 NONE RESTRICTED 10000 ST MARY'S HOME FOR THE AGED INC DBA FELICIAN VILLAGE 1635 S 21ST ST MANITOWOC WI 54220 NONE RESTRICTED 45000 ST VINCENT DEPAUL SOCIETY PO BOX 73 TWO RIVERS WI 54241 NONE RESTRICTED 10000 TAKE NOTE STUDIO 520 N 7TH ST MANITOWOC WI 54220 NONE RESTRICTED 3000 THE CROSSING OF MANITOWOC COUNTY PO BOX 2065 MANITOWOC WI 54221 NONE RESTRICTED 245000 THE HAVEN OF MANITOWOC COUNTY INC 1003 MARSHALL STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 THE HAVEN OF MANITOWOC COUNTYHABITATHOPE HOUSE 1003 MARSHALL STREET MANITOWOC WI 54220 NONE RESTRICTED 5000 THE MASQUER INC 616 NORTH 8TH ST MANITOWOC WI 54220 NONE UNRESTRICTED 5000 TOWN OF TWO RIVERS VOLUNTEER FIRE DEPARTMENT 6525 CTY HWY B TWO RIVERS WI 54241 NONE RESTRICTED 15000 TREEHOUSE THEATER INC PO BOX 1722 MANITOWOC WI 54220 NONE UNRESTRICTED 15000 TREEHOUSE THEATER INC 910 WASHINGTON ST MANITOWOC WI 54220 NONE RESTRICTED 9000 TWO RIVERS ECUMENICAL PANTRY 1902 22ND STREET MANITOWOC WI 54241 NONE RESTRICTED 10000 TWO RIVERS HISTORICAL SOCIETY 1622 JEFFERSON STREET TWO RIVERS WI 54241 NONE UNRESTRICTED 5000 TWO RIVERS HISTORICAL SOCIETY ON BEHALF OF THE HAMILTON WOOD TYPE AND PRINT 1816 10TH STREET TWO RIVERS WI 54241 NONE UNRESTRICTED 55000 TWO RIVERS MAIN STREET INC PO BOX 417 TWO RIVERS WI 54241 NONE RESTRICTED 5000 VILLAGE OF MISHICOT ON BEHALF OF THE MISHICOT POLICE DEPARTMENT 511 E MAIN STREET MISHICOT WI 54228 NONE RESTRICTED 13700 WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES 122 W WASHINGTON AVE SUITE 700 MADISON WI 53703 NONE RESTRICTED 60000 WISCONSIN MARITIME MUSEUM 75 MARITIME DRIVE MANITOWOC WI 54220 NONE RESTRICTED 70000 WOODLAND DUNES NATURE CENTER AND PRESERVE INC PO BOX 486 TWO RIVERS WI 54241 NONE RESTRICTED 25000 ZOOLOGICAL SOCIETY OF KEWAUNEE COUNTY INC E4380 CTY RD KEWAUNEE WI 54216 NONE RESTRICTED 5000 JOHN MICHAEL KOHLER ARTS CENTER 608 NEW YORK AVENUE SHEBOYGAN WI 53081 NONE RESTRICTED 25000 3931468 0 14 875 14 1762542 18 5563734 -18694 OTHER INCOME 4224 0 7331375 -18694 7312681 8 GAIN ON ASSETS USED FOR THE ORGANIZATIONS EXEMPT PURPOSE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23600 2360 21240 VARIOUS FIXED ASSETS PURCHASED 2021-12 2723 100365 COST 0 -18694 78948 AINTREE CAPITAL INVESTMENTS FMV 107003701 107003701 ACCRUED DIVIDENDS AND INTEREST 36390 73135 73135 PREPAID EXPENSE 30409 30790 30790 PREPAID DIRECTOR FEES 26000 19500 19500 INSURANCE 9640 964 8676 INVESTMENT FEES 423669 423669 0 MISCELLANEOUS EXPENSE 5208 521 4687 REPAIRS 6249 625 5624 CONSULTING 10822 1082 9740 GARDENS - PLANTS, SHRUBS,.... 37153 0 37153 GARDENS - MAINTENANCE & REPAIRS 19321 0 19321 GARDENS - INSURANCE 12128 0 12128 GARDEN - SUPPLIES 8515 0 8515 GARDENS - TRAVEL, TRAINING,... 768 0 768 OTHER INCOME 4224 4224 4224 UNREALIZED DEPRECIATION OF SECURITIES 16276765 DEFERRED EXCISE TAX 372138 598896 PAYROLL TAXES PAYABLE 3009 3015 EXCISE TAX PAYABLE 593 1804 PAYROLL TAX 9420 942 8478 PYROLL TAX - GARDENS 18192 0 18192 FEDERAL EXCISE TAX 321895 0 0