2022-11-10T13:51:32-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP PO BOX 23819 GREEN BAY WI 543053819 990PF 2021-01-01 362761910 CORNERSTONE FOUNDATION OF NORTHEASTERN WISCONSIN INC CORN 9204908290 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 SHERI PROSSER VICE PRESIDENT & SECRETARY 9204908290 2022-11-04 1 SHERI PROSSER 999009999 JAMES A OLSON P00035071 9204367800 2022-11-03 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 31680160 X X 576650 576650 2661165 12130649 2690761 15765 15765 3253580 3283176 119500 35250 84250 23500 5875 17625 12050 2350 9700 7608 3804 3804 234779 234779 0 52989 11018 6971 10787 0 42955 21478 21477 3006 1503 1503 68873 34437 34436 576047 350494 179766 1595659 1595659 2171706 350494 1775425 1081874 2932682 1186687 799758 799758 23718768 25198358 30798720 141450 107458 44779 33992 33992 47690 47690 47690 24997924 26079798 31680160 0 0 X 0 0 0 0 24997924 26079798 24997924 26079798 24997924 26079798 24997924 1081874 0 26079798 0 26079798 PUBLICLY TRADED SECURITIES 12007951 9439888 2568063 2568063 CAPITAL GAINS DIVIDENDS P 122698 122698 122698 2690761 40764 0 40764 0 40764 65751 0 0 0 65751 X 0 24987 24987 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 NONE SHERI PROSSER 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 10.00 7250 0 0 SUSAN WATTS 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 ASST SECRETARY & DIRECTOR 10.00 0 0 0 MARK MCMULLEN 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT & DIRECTOR 10.00 0 0 0 SHERI R PROSSER 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 SECRETARY & DIRECTOR 40.00 7250 0 0 SHERI R PROSSER 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT & SECRETARY 40.00 98000 0 0 MARY SCHAUPP 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 ASST SECRETARY & DIRECTOR 10.00 7000 9700 0 TIM DAY 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT, TREASURER & DIRECTOR 10.00 0 0 0 MICHAEL D MEEUWSEN 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT & DIRECTOR 10.00 0 0 0 STEVE HARTY 1175 LOMBARDI AVENUE SUITE 450 GREEN BAY WI 54304 VICE PRESIDENT & DIRECTOR 10.00 0 0 0 NONE 0 MORGAN STANLEY 111 N WASHINGTON ST GREEN BAY WI 54301 INVESTMENT AND ADVISORY FEES 130556 0 0 30804091 559518 47690 31411299 0 0 31411299 471169 30940130 1547007 1547007 40764 40764 1506243 0 1506243 0 1506243 1775425 0 1775425 1506243 0 0 69209 54607 278598 402414 1775425 0 0 0 1506243 269182 0 0 671596 0 0 0 0 0 0 69209 602387 54607 278598 269182 SHERI PROSSER 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. ASPIRO 1673 DOUSMAN ST GREEN BAY WI 54303 NONE PC POSITIVE PARENTING PROGRAM 20000 BIG BROTHERS BIG SISTERS 520 N BROADWAY GREEN BAY WI 54303 NONE PC OPERATING SUPPORT 15000 BIG BROTHERS BIG SISTERS 520 N BROADWAY GREEN BAY WI 54303 NONE PC ANNUAL APPRECIATION BANQUET SPONSORS 1500 BOYS & GIRLS CLUB OF GREEN BAY 1451 UNIVERSITY AVE GREEN BAY WI 54302 NONE PC EMERGING NEEDS FUND 25000 CAMP TEKAWITHA W5248 LAKE DRIVE SHAWANO WI 54166 NONE PC CAMP SCHOLARSHIPS 14250 CASA 414 E WALNUT STREET STE 170 GREEN BAY WI 54301 NONE PC PROGRAM SUPPORT 15000 CEREBRAL PALSY INC 2801 S WEBSTER AVENUE GREEN BAY WI 54301 NONE PC 2022 CP TELETHON/AQUATIC BIKE 6785 COMMUNITY BENEFIT TREE INC PO BOX 348 GREEN BAY WI 54130 NONE PC RESALE PROGRAM 5000 EXCEPTIONAL EQUESTRIANS 1130 ORLANDO DRIVE GREEN BAY WI 54115 NONE PC OPERATING SUPPORT 20000 GREATER GREEN BAY COMMUNITY FOUNDATION INC 310 W WALNUT STREET GREEN BAY WI 54303 NONE PC PETERSON-WATTS FAMILY FUND 5000 GREATER GREEN BAY COMMUNITY FOUNDATION INC 310 W WALNUT STREET GREEN BAY WI 54303 NONE PC MARK AND MARY MCMULLEN FUND 5250 GREATER GREEN BAY COMMUNITY FOUNDATION INC 310 W WALNUT STREET GREEN BAY WI 54303 NONE PC TIM AND CATHIE DAY FAMILY FUND 5250 GREEN BAY BOTANICAL GARDEN 2600 LARSEN ROAD GREEN BAY WI 54301 NONE PC CHILDREN & FAMILY PROGRAM/EXHIBIT/WPS GARDEN OF LIGHTS 20000 GREEN BAY BOTANICAL GARDEN 2600 LARSEN ROAD GREEN BAY WI 54301 NONE PC NATURE NURTURES CAMPAIGNGROWING THE GARDEN CAPITAL CAMPAIGN 250000 HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 NONE PC HOPE CENTER 25000 MAKE A WISH FOUNDATION 100 W COLLEGE AVE SUITE 50E APPLETON WI 54911 NONE PC GOURMET WISHES EVENT SPONSOR 1250 MAKE A WISH FOUNDATION 100 W COLLEGE AVE SUITE 50E APPLETON WI 54911 NONE PC OPERATING SUPPORT 3000 MYTEAM TRIUMPH 3450 PACKERLAND DRIVE DE PERE WI 54115 NONE PC JSA CHARITY GOLF OUTING SPONSOR 400 NEW COMMUNITY SHELTER INC 301 MATHER STREET GREEN BAY WI 54303 NONE PC GOLF OUTING SPONSOR 5000 NEW COMMUNITY SHELTER INC 301 MATHER STREET GREEN BAY WI 54303 NONE PC EMERGENCY SHELTER PROGRAM 35000 NEW COMMUNITY SHELTER INC 301 MATHER STREET GREEN BAY WI 54303 NONE PC GOLF CLASSIC AUCTION SPONSOR 4500 NOTRE DAME ACADEMY 610 MARYHILL DRIVE GREEN BAY WI 543032092 NONE PC TRITON GOLF CLASSIC SPONSOR 17500 NOTRE DAME ACADEMY 610 MARYHILL DRIVE GREEN BAY WI 543032092 NONE PC TRITONFEST SPONSOR 10000 PAUL'S PANTRY 1529 LEO FRIGO WAY GREEN BAY WI 543021163 NONE PC ANNUAL APPEAL 500 PREVENT BLINDNESS WISCONSIN 731 N JACKSON STREET MILWAUKEE WI 53202 NONE PC CHILDRENS VISION SCREENING PROGRAM 2500 PROFESSIONAL FIREFIGHTERS OF WISCONSIN 321 E MAIN STREET MADISON WI 53703 NONE PC SUMMER CAMP 2500 RAWHIDE E7475 RAWHIDE RD NEW LONDON WI 54961 NONE PC BUILDING OF HOPE CAPITAL CAMPAIGN 50000 SPECIAL OLYMPICS W5361 COUNTY RD KK SUITE D APPLETON WI 54915 NONE PC SPORTS TRAINING AND COMPETITION PROGRAM 2500 SYBLE HOPP SCHOOL 755 SCHEURING ROAD DE PERE WI 54115 NONE PC CAPITAL CAMPAIGN 500000 THE SALVATION ARMY 626 UNION COURT GREEN BAY WI 54303 NONE PC ANGEL PROGRAM SPONSOR 5000 TREES FOR TOMORROW PO BOX 609 GREEN BAY WI 54521 NONE PC 2022 SCHOLARSHIPS 1500 UNITY 2366 OAK RIDGE CIRCLE DE PERE WI 54115 NONE PC 2012 ANNUAL APPEAL 6554 UW-GREEN BAY FOUNDATION 2420 NICOLET DRIVE GREEN BAY WI 54311 NONE PC CAPITAL CAMPAIGN 5000 WILLOW TREE CAC PO BOX 22308 GREEN BAY WI 54305 NONE PC 2022 OPERATING SUPPORT 50000 YMCA 235 JEFFERSON STREET GREEN BAY WI 543015181 NONE PC STRONG KIDS CAMPAIGN SPONSOR 14000 ABLE 803 W WELLS STREET MILWAUKEE WI 53233 NONE PC AUDIO BOOKS PROGRAM 1000 BADGERS BOYS STATE INC PO BOX 388 PORTAGE WI 53901 NONE PC YOUTH LEADERSHIP PROGRAM 1000 BRAIN CENTER OF GREEN BAY 716 S MADISON STREET GREEN BAY WI 54301 NONE PC START-UP COSTS 25000 CEREBRAL PALSY INC 2801 S WEBSTER AVENUE GREEN BAY WI 54301 NONE PC TELETHON SUPPORT SPONSOR 5000 CHESTERTON ACADEMY 320 VICTORIA STREET GREEN BAY WI 54302 NONE PC OPERATING SUPPORT 10000 COLLEGE READY 715 SUPERIOR ROAD SUITE 102 GREEN BAY WI 54311 NONE PC LAMP OF KNOWLEDGE CELEBRATION EVENT 500 CONNECTIONS FOR MENTAL WELLNESS PO BOX 13035 GREEN BAY WI 54307 NONE PC OPERATING SUPPORT 20000 ENCOMPASS PO BOX 1627 GREEN BAY WI 54305 NONE PC CHILD FAMILY ADVOCATE PROGRAM AND PLAYGROUND EQUIPMENT 50000 ENCOMPASS PO BOX 1627 GREEN BAY WI 54305 NONE PC BIG EVENT SPONSOR 1000 FOUNDATION HEALTH AND WHOLENESS 1061 W MASON STREET GREEN BAY WI 54303 NONE PC PROGRAM SUPPORT 17420 GREATER GREEN BAY COMMUNITY FOUNDATION INC 320 N BROADWAY STREET STE 260 GREEN BAY WI 54303 NONE PC MICHAEL AND KATE MEEUWSEN FAMILY FUND 5000 GREEN BAY BOTANICAL GARDEN 2600 LARSEN ROAD GREEN BAY WI 54303 NONE PC 2022 CHILDREN & FAMILY PROGRAM/EXHIBIT/WPS GARDEN OF LIGHTS 20000 GREEN BAY FRATERNAL ORDER OF POLICE PO BOX 932 GREEN BAY WI 54305 NONE PC ANNUAL APPEAL 250 GREEN BAY FRATERNAL ORDER OF POLICE PO BOX 932 GREEN BAY WI 54305 NONE PC OPERATING SUPPORT 250 LUTHERAN COUNSELING & FAMILY SERVICES OF WI 3800 N MAYFAIR RD WAUWOTOSA WI 53222 NONE PC SPECIAL TIMES OF NEED PROGRAM 1500 NEW COMMUNITY CLINIC 622 BODART STREET GREEN BAY WI 54301 NONE PC CAPITAL CAMPAIGN 200000 NEW ZOOLOGICAL SOCIETY INC PO BOX 12647 GREEN BAY WI 54307 NONE PC CANOPY TOUR PROJECT 30000 NEIGHBOR WORKS 437 S JACKSON STREET GREEN BAY WI 54301 NONE PC HOMEBUYER PREPARATION SERVICES 20000 NICOLET NATIONAL FOUNDATION PO BOX 23900 GREEN BAY WI 54305 NONE PC GOLF EVENT SPONSOR 3000 SCHWAB CHARITABLE PO BOX 628298 ORLANDO FL 32862 NONE PC STEVE AND KRISTIN HARTY CHARITABLE FUND 5000 RIBBON OF HOPE PO BOX 148 DE PERE WI 54115 NONE PC RIBBON OF HOPE GOLF CHALLENGE LUNCH SPONSOR 1000 THE GATHERING PLACE 1001 CHERRY STREET GREEN BAY WI 54301 NONE PC PROGRAM SUPPORT 10000 THE GIVING TREE 2700 LINEVILLE ROAD GREEN BAY WI 54313 NONE PC BACK-TO-SCHOOL EVENT 4000 VETERANS BENEFIT GOLF FUND 320 N BROADWAY STREET SUITE 260 GREEN BAY WI 54303 NONE PC VETERANS GOLF OUTING SPONSOR 5000 VIVENT HEALTH 445 S ADAMS STREET GREEN BAY WI 54301 NONE PC PROGRAM SUPPORT 10000 1595659 BIG BROTHERS BIG SISTERS 520 N BROADWAY GREEN BAY WI 54303 NONE PC OPERATING SUPPORT 10000 EXPERIENCE GREATER GREEN BAY PO BOX 10596 GREEN BAY WI 54307 NONE PC CAPITAL CAMPAIGN 50000 GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 NONE PC CAPITAL CAMPAIGN 250000 HSHS ST VINCENT HOSPITAL PO BOX 13508 GREEN BAY WI 543073508 NONE PC CAPITAL CAMPAIGN 550000 NEIGHBOR WORKS 437 S JACKSON STREET GREEN BAY WI 54301 NONE PC HOMEBUYER PREPARATION SERVICEDS 25000 PROVIDENCE ACADEMY 1420 DIVISION STREET GREEN BAY WI 54303 NONE PC CAPITAL CAMPAIGN 50000 THE GATHERING PLACE 1001 CHERRY STREET GREEN BAY WI 54301 NONE PC PROGRAM SUPPORT 10000 BRAIN CENTER OF GREEN BAY 716 S MADISON STREET GREEN BAY WI 54301 NONE PC START-UP COSTS 25000 EXCEPTIONAL EQUESTRIANS 1130 ORLANDO DRIVE DE PERE WI 54115 NONE PC SENSORY TRAIL 25000 CASA OF BROWN COUNTY 414 E WALNUT STREET STE 170 GREEN BAY WI 54301 NONE PC CHILD ADVOCACY PROGRAM 60000 1055000 14 576650 01 15765 18 2661165 0 3253580 0 3253580 0 0 0 0 0 0 0 0 0 0 AUDIT & ACCOUNTING FEES 7608 3804 3804 EQUIPMENT 2007-10-18 65945 61955 0.000000000000 590 0 LEASEHOLD IMPROVEMENTS 2006-10-01 4125 4125 0.000000000000 0 0 OFFICE FURNITURE 2018-01-01 71380 30591 0.000000000000 10197 0 MORGAN STANLEY PANGORA LARGE CAP #4183 - SEE ATTACHED AT COST 3980375 5713121 MASTERS V OFFSHORE AT COST 224895 171739 MORGAN STANLEY FIDUCIARY MGMT LARGE CAP #5183 - SEE ATTACHED AT COST 3170253 4591821 MORGAN STANLEY FIDUCIARY MGMT SM CAP #2183 - SEE ATTACHED AT COST 1368619 1865137 MORGAN STANLEY ASSOCIATED FIXED #6183 - SEE ATTACHED AT COST 3855836 3967655 METROPOLITAN WEST TOTAL RET BD AT COST 1946100 1950255 OPPENHEIMER DEVELOPING MARKETS AT COST 1043247 1309224 MORGAN STANLEY DELAWARE INTL #8183 - SEE ATTACHED AT COST 647135 731830 CARLYLE STRUCTURED CREDIT AT COST 573405 569757 AMERICAN EUROPACIFIC GRW FD AT COST 594625 714889 NEWLIGHT TECHNOLOGIES AT COST 246723 250000 INVESCO CONSERVATIVE INC. AT COST 1658043 1653855 REVIVAL II LIMITED PARTNERSHIP AT COST 776327 776327 MORGAN STANLEY GENEVA SMALL CAP GROWTH #7183 - SEE ATTACHED AT COST 1309083 1960865 TITLETOWN TECH LP AT COST 659620 800000 ALPINVEST VIII AT COST 201606 201606 VANGUARD MID CAP AT COST 1198238 1359198 BREIT AT COST 800000 1278537 VANGUARD INTL INDEX AT COST 744228 732904 STRIVE ORTHOPEDICS AT COST 200000 200000 EQUIPMENT 65945 62545 3400 LEASEHOLD IMPROVEMENTS 4125 4125 0 OFFICE FURNITURE 71380 40788 30592 DONATED ARTWORK 47690 47690 47690 INSURANCE 11966 5983 5983 OTHER 14624 7312 7312 OFFICE SUPPLIES AND EXPENSE 9407 4704 4703 TELEPHONE & INTERNET 3030 1515 1515 TECHNOLOGY SERVICES 4408 2204 2204 OFFICE RELOCATION 25438 12719 12719 OTHER INVESTMENT INCOME 15765 15765 15765 INVESTMENT ADVISORY FEES 234779 234779 0 PAYROLL TAXES 9295 2324 6971 EXCISE TAX 35000 0 0 FOREIGN TAX 8694 8694 0