2022-03-03T15:38:12-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 2200 RIVERSIDE DRIVE GREEN BAY WI 54301 990PF 2020-07-01 392003427 DUDLEY FOUNDATION INC DUDL 7158495729 500 FIRST STREET NO 2 WAUSAU WI 54403 ANN DUDLEY SHANNON PRESIDENT 7158495729 2022-03-03 1 ANN DUDLEY SHANNON 999009999 JAMES A OLSON P00035071 9204367800 2022-03-03 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 10393201 X X 66029 66029 100758 100758 883217 5934660 883217 1050004 1050004 0 0 0 40000 8000 32000 23921 4784 19137 53534 53534 0 26 26 0 16732 625 2448 3733 684 12282 2456 9826 150228 70109 63411 240438 315438 390666 70109 378849 659338 979895 11122 495139 495139 206753 570038 570038 5605749 6901138 6901138 2733044 2422842 2422842 11200 7156 7778 4044 4044 8564446 10393201 10393201 1317 99761 24982 5366 2059 106444 27041 X 8458002 10366160 8458002 10366160 8564446 10393201 8458002 659338 1249042 10366382 222 10366160 SALES OF CORPORATE STOCK AND BONDS P 5934660 5051443 883217 883217 883217 13621 0 13621 0 13621 11600 0 0 0 11600 38 2059 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 DUDLEYFOUNDATIONWAUSAU.ORG ALEXANDER PROPERTIES INC CO GARY 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 GARY W FREELS 500 FIRST STREET SUITE 2 WAUSAU WI 54403 TREASURER 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 DIRECTOR 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 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 N/A 0 0 9529329 132870 0 9662199 0 0 9662199 144933 9517266 475863 475863 13621 13621 462242 0 462242 0 462242 378849 0 378849 0 378849 462242 318695 0 0 378849 318695 0 0 60154 0 0 0 0 0 0 0 0 402088 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 BADGER BOYS STATE INC 2930 AMERICAN LEGION DR PORTAGE WI 53901 PC BADGER BOYS STATE 1000 BOYS & GIRLS CLUB OF THE WAUSAU AREA INC 1710 2ND STREET WAUSAU WI 54403 PC ACADEMIC SUCCESS INITIATIVE 15000 CHILDCARING INC 1500 MERRILL AVE STE 201 WAUSAU WI 54403 PC GOOD START GRANTS 5000 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 MRI MOVIE SYSTEM FOR THE CHILDREN'S SCANNER - MARSHFIELD CHILDREN'S HOSPITAL 4000 COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 500 1ST ST WAUSAU WI 54403 PC GIFT HONORING JEAN TEHAN 10000 COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN 500 1ST ST WAUSAU WI 54403 PC SARA'S STORYBOOK GARDEN 2500 JUNIOR ACHIEVEMENT OF WISCONSIN 2904 RIB MOUNTAIN DRIVE WAUSAU WI 54401 PC JUNIOR ACHIEVEMENT 2020-2021 PROGRAMMING 15000 KEEP AREA TEENS SAFE 1115 HILLCREST AVE WAUSAU WI 54401 PC YOUTH SHELTER SUPPORT 5000 LEIGH YAWKEY WOODSON ART MUSEUM INC 700 NORTH 12TH STREET WAUSAU WI 54403 PC STORMY KROMER: EVOLUTION OF A CLASSIC 4938 MONK BOTANICAL GARDENS 1800 N 1ST AVENUE WAUSAU WI 54401 PC SPROUTS NATURE PRESCHOOL 15000 MOSINEE COMMUNITY ATHLETIC ASSOCIATION PO BOX 61 MOSINEE WI 54455 PC MOSINEE ATHLETIC COMPLEX - FIELD 2 5000 NORTHCENTRAL TECHNICAL COLLEGE 1000 W CAMPUS DR WAUSAU WI 54401 PC THE DR. LORI WEYERS LEGACY SCHOLARSHIP 5000 NORTHCENTRAL TECHNICAL COLLEGE 1000 W CAMPUS DR WAUSAU WI 54401 PC RICHARD D. DUDLEY FAMILY SCHOLARSHIP ENDOWMENT - 2021 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 10000 PERFORMING ARTS FOUNDATION INC 401 4TH STREET WAUSAU WI 54403 PC 2021 GHOST LIGHT FUND 25000 PERFORMING ARTS FOUNDATION INC 401 4TH STREET WAUSAU WI 54403 PC GRAND THEATER LIGHTING SYSTEM PROJECT 33000 RAPTOR EDUCATION GROUP INC N2160 W ROLLWOOD RD ANTIGO WI 54409 PC EAGLE'S LANDING: REGI'S OUTDOOR COMPOUND FOR RESIDENT EAGLES 2500 THE NEIGHBORS' PLACE 745 SCOTT STREET WAUSAU WI 54403 PC CHANNEL 7'S SHARE THE HOLIDAYS 10000 THE SALVATION ARMY 202 CALLON STREET WAUSAU WI 54401 PC CHANNEL 7'S SHARE THE HOLIDAYS 10000 VILLAGE OF MARATHON CITY 311 WALNUT STREET PO BOX 487 MARATHON CITY WI 54448 PC MARATHON CITY BASEBALL/SOFTBALL COMPLEX 5000 WAUSAU CHILD CARE INC 505 N 28TH AVENUE WAUSAU WI 54401 PC WAUSAU CHILD CARE TECHNOLOGY GRANT 6000 WAUSAU PRO MUSICA INC PO BOX 613 WAUSAU WI 54402 PC SURVIVING & THRIVING THROUGH COVID 19 500 WOODSON YMCA INC 707 3RD STREET WAUSAU WI 54403 PC WOODSON YMCA DOWNTOWN CAPITAL PROJECT 100000 315438 0 14 66029 14 100758 18 883217 0 1050004 0 1050004 0 0 0 0 0 0 0 0 0 0 AUDIT 23921 4784 19137 COMPENSATION TO DISQUALIFIED PERSONS PART VII-B, LINE 1A(4) DURING THE FISCAL YEAR ENDED 06/30/21, THE FOUNDATION PAID $40,000 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 2422842 2422842 SEE ATTACHED 6901138 6901138 570038 570038 0 0 PROGRAM GRANTS DISCOUNT 222 MEMBERSHIP DUES 2030 406 1624 INSURANCE 2706 541 2165 OFFICE EXPENSES 8455 1691 6764 MISCELLANEOUS -2709 -542 -2167 HEALTH INSURANCE 1800 360 1440 UNREALIZED GAIN ON INVESTMENTS 1249042 EXCISE TAX PAYABLE 5366 2059 INVESTMENT ADVISOR FEES 53534 53534 0 FOREIGN AND PROPERTY TAXES 13 13 0 FEDERAL EXCISE TAX 13659 0 0 PAYROLL TAXES 3060 612 2448