2021-05-13T13:27:29-05:00 2020-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990PF 2020-01-01 396056375 RUTH ST JOHN & JOHN DUNHAM WEST FOUNDATION INC RUTH 9206846110 915 MEMORIAL DRIVE MANITOWOC WI 54220 PHYLLIS SCHIPPERS PRESIDENT 9206846110 2021-05-12 1 PHYLLIS SCHIPPERS 999009999 JEFFREY DVORACHEK P00964591 9206847128 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 91518127 X X 719 719 1551775 1583128 2662728 21408443 2662728 150 150 4215372 4246725 121000 12100 108900 267952 4859 263093 49873 246 49627 22875 2288 20587 139591 930 25610 97368 2305 19215 414 42 372 3573 357 3216 503081 377841 125241 1205727 400968 615861 3108966 3065374 4314693 400968 3681235 -99321 3845757 370267 535085 535085 85258048 89504091 89504091 2627548 1241396 1406505 1386152 1386152 129743 92799 92799 87164563 91518127 91518127 11000 85000 315582 375740 326582 460740 X 86837981 91057387 86837981 91057387 87164563 91518127 86837981 -99321 4318727 91057387 0 91057387 AINTREE CAPITAL INVESTMENTS P 2020-06-30 2020-12-31 3393560 4311278 -917718 -917718 AINTREE CAPITAL INVESTMENTS P 2000-06-30 2020-12-31 18014883 14434437 3580446 3580446 2662728 53456 0 53456 0 53456 52863 0 0 0 52863 X 0 593 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 12750 0 0 JOHN JAGEMANN 915 MEMORIAL DRIVE MANITOWOC WI 54220 SECRETARY 6.00 12750 0 0 GAIL FOX 915 MEMORIAL DRIVE MANITOWOC WI 54220 TREASURER 6.00 12750 0 0 THOMAS J BARE 915 MEMORIAL DRIVE MANITOWOC WI 54220 PAST PRESIDENT 3.00 12750 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 TWO FULL-TIME GARDENERS AND PART-TIME SEASONAL HELP. 430770 0 79808078 877578 92374 80778030 0 0 80778030 1211670 79566360 3978318 3978318 53456 53456 3924862 30408 3955270 0 3955270 3681235 0 66822 3748057 0 3748057 3955270 0 0 72906 22249 95155 3748057 0 0 0 3748057 0 95155 95155 0 0 0 0 0 112058 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. THE PARKBENCH INC 205 N 8TH ST MANITOWOC WI 54220 NONE RESTRICTED 11000 GIRL SCOUTS OF MANITOU COUNCIL INC 5212 WINDWARD COURT SHEBOYGAN WI 53083 NONE RESTRICTED 6000 THE MEDICAL COLLEGE OF WI INC - SCHOOL OF PHARMACY 8701 WATERTOWN PLANK RD MILWAUKEE WI 53217 NONE RESTRICTED 25000 ICE AGE TRAIL ALLIANCE 2110 MAIN ST CROSS PLAINS WI 53528 NONE RESTRICTED 10600 CITY OF MANITOWOC 900 QUAY STREET MANITOWOC WI 54220 NONE RESTRICTED 150000 MANITOWOC COUNTY HISTORICAL SOCIETY 924 PINCREST RD MANITOWOC WI 54220 NONE RESTRICTED 150000 AMERICAN HEART ASSOCIATION-HEART A RAMA 1122 PARK BLVD MANITOWOC WI 54220 NONE RESTRICTED 2000 LAKESHORE HUMANE SOCIETY INC 1551 NORTH 8TH STREET MANITOWOC WI 54220 NONE RESTRICTED 24250 HSHS ST VINCENT CHILDREN'S HOSPITAL 835 S VAN BUREN STREET GREEN BAY WI 54301 NONE RESTRICTED 100000 LAKESHORE FOSTER FAMILIES AND FRIENDS 111 N 10TH STREET MANITOWOC WI 54220 NONE RESTRICTED 20000 SOCIETY OF ST VINCENT DE PAUL - MANITOWOC 911 CHICAGO STREET MANITOWOC WI 54220 NONE RESTRICTED 10000 MANITOWOC-TWO RIVERS YMCA INC PO BOX 471 MANITOWOC WI 54221 NONE RESTRICTED 33000 TREEHOUSE THEATER INC 910 WASHINGTON ST MANITOWOC WI 54220 NONE RESTRICTED 100000 CAPITOL CIVIC CENTRE INC PO BOX 399 MANITOWOC WI 54221 NONE RESTRICTED 60000 PAINTING PATHWAYS CLUBHOUSE 1226 WASHINGTON STREET MANITOWOC WI 54220 NONE RESTRICTED 300000 CITY OF TWO RIVERS ON BEHALF OF THE LESTER PUBLIC LIBRARY 1001 ADAMS STREET TWO RIVERS WI 54241 NONE RESTRICTED 75000 TWO RIVERS HISTORICAL SOCIETY 1622 JEFFERSON STREET TWO RIVERS WI 54241 NONE RESTRICTED 7556 THE CROSSING OF MANITOWOC COUNTY PO BOX 2065 MANITOWOC WI 54221 NONE RESTRICTED 25000 MARCO SERVICES INC 1114 S 11TH STREET MANITOWOC WI 54220 NONE RESTRICTED 30000 REINS INC W2647 COUNTY ROAD O SHEBOYGAN FALLS WI 53085 NONE RESTRICTED 1000 ASCEND SERVICES INC 2818 MEADOW LN MANITOWOC WI 54220 NONE RESTRICTED 8335 THE CHAMBER OF MANITOWOC COUNTY FOUNDATION 1515 MEMORIAL DR MANITOWOC WI 54220 NONE RESTRICTED 50000 LIGHTHOUSE RECOVERY COMMUNITY CENTER 721 PARK STREET MANITOWOC WI 54220 NONE RESTRICTED 20500 CAPITOL CIVIC CENTRE INC PO BOX 399 MANITOWOC WI 54221 NONE RESTRICTED 12000 TWO RIVERS HISTORICAL SOCIETY-ON BEHALF OF HAMILTON WOOD TYPE 1816 10TH ST MANITOWOC WI 53073 NONE RESTRICTED 10000 LAKELAND UNIVERSITY W3718 SOUTH DRIVE PLYMOUTH WI 53073 NONE RESTRICTED 50000 MANITOWOC YOUTH HOCKEY ASSOCIATION PO BOX 1943 MANITOWOC WI 54221 NONE RESTRICTED 1760 MANITOWOC COUNTYYOUTH SPORTS PO BOX 5 ST NAZIANZ WI 54232 NONE RESTRICTED 2000 SHADY LANE HOME INC 1235 S 24TH STREET MANITOWOC WI 54220 NONE RESTRICTED 10750 LAKESHORE TECHNICAL COLLEGE FOUNDATION INC 1290 NORTH AVENUE CLEVELAND WI 53015 NONE RESTRICTED 25000 LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY PO BOX 321 MANTIOWOC WI 54221 NONE RESTRICTED 5000 TALIESIN PRESERVATION INC 5607 COUNTY ROAD C SPRING GREEN WI 53588 NONE RESTRICTED 50000 TREEHOUSE THEATER INC 910 WASHINGTON ST MANITOWOC WI 54220 NONE RESTRICTED 50000 MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC PO BOX 606 MANITOWOC WI 54221 NONE RESTRICTED 25000 ROGERS STREET FISHING VILLAGE INC PO BOX 33 TWO RIVERS WI 54241 NONE RESTRICTED 30000 MUSCULAR DYSTROPHY ASSOCIATION 1823 SPENCE STREET GREEN BAY WI 54304 NONE RESTRICTED 5000 MANITOWOC-TWO RIVERS YMCA INC 205 MARITIME DRIVE MANITOWOC WI 54220 NONE RESTRICTED 25000 FAMILY RESOURCE CENTERS OF SHEBOYGAN COUNTY INC 1500 DOUGLAS DRIVE PLYMOUTH WI 53073 NONE RESTRICTED 10000 CHILDREN'S HOSPITAL OF WI INC 999 N 92ND STREET WAUWATOSA WI 53226 NONE RESTRICTED 50000 EXCEPTIONAL EQUESTRIANS COMPANY 1130 ORLANDO DRIVE DE PERE WI 54115 NONE RESTRICTED 10000 LIGHTHOUSE RECOVERY COMMUNITY CENTER 721 PARK STREET MANITOWOC WI 54220 NONE RESTRICTED 75000 BIG BROTHERS BIG SISTERS 810 WASHINGTON ST MANITOWOC WI 54220 NONE RESTRICTED 25000 TAKE NOTE STUDIO 520 N 7TH ST MANITOWOC WI 54220 NONE RESTRICTED 2000 BADGER BOYS STATE INC 2930 AMEICAN LEGION DRIVE PORTAGE WI 53901 NONE RESTRICTED 2000 WISCONSIN JUVENILE OFFICERS ASSOCIATION 130 CALUMET ST BRILLION WI 54110 NONE RESTRICTED 750 BRILLION POLICE DEPARTMENT 130 CALUMET ST BRILLION WI 54110 NONE RESTRICTED 5000 LAKESHORE CAP INC OF WISCONSIN PO BOX 2315 MANITOWOC WI 54221 NONE RESTRICTED 68500 RAHR WEST ART MUSEUM CHARITABLE FOUNDATION INC 610 N 8TH STREET MANITOWOC WI 54220 NONE RESTRICTED 170000 WI MARITIME MUSEUM INC 75 MARITIME DRIVE MANITOWOC WI 54220 NONE RESTRICTED 50000 LAKESHORE FIRST ROBOTICS PROGRAMS 2814 WOLLMER STREET MANITOWOC WI 54220 NONE RESTRICTED 100000 WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES PO BOX 272 MADISON WI 53701 NONE RESTRICTED 60000 DOMESTIC VIOLENCE CENTER DBA INCOURAGE 300 E REED AVENUE MANITOWOC WI 54220 NONE UNRESTRICTED 20000 TWO RIVERS HISTORICAL SOCIETY ON BEHALF OF THE HAMILTON WOOD TYPE AND PRINT 1816 10TH STREET TWO RIVERS WI 54241 NONE UNRESTRICTED 10000 LAKESHORE HUMANE SOCIETY INC 1551 NORTH 8TH STREET MANITOWOC WI 54220 NONE UNRESTRICTED 5000 LAKESHORE INTERFAITH HOSPITALITY NETWORK HOPE HOUSE 1000 S 35TH STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 LIGHTHOUSE RECOVERY COMMUNITY CENTER 721 PARK STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 TWO RIVERS HISTORICAL SOCIETY 1622 JEFFERSON STREET TWO RIVERS WI 54241 NONE UNRESTRICTED 10000 PAINTING PATHWAYS CLUBHOUSE 1226 WASHINGTON STREET MANITOWOC WI 54220 NONE UNRESTRICTED 15000 PETER'S PANTRY 843 SOUTH 21ST STREET MANITOWOC WI 54220 NONE RESTRICTED 10000 TWO RIVERS ECUMENICAL PANTRY 1902 22ND STREET MANITOWOC WI 54241 NONE RESTRICTED 10000 SOCIETY OF ST VINCENT DE PAUL - MANITOWOC 911 CHICAGO STREET MANITOWOC WI 54220 NONE RESTRICTED 10000 ST VINCENT DEPAUL SOCIETY PO BOX 73 TWO RIVERS WI 54241 NONE RESTRICTED 10000 SALVATION ARMY 411 N 6TH STREET MANITOWOC WI 54220 NONE RESTRICTED 15000 THE CROSSING OF MANITOWOC COUNTY PO BOX 2065 MANITOWOC WI 54221 NONE UNRESTRICTED 10000 THE HAVEN OF MANITOWOC COUNTY INC 1003 MARSHALL STREET MANITOWOC WI 54220 NONE UNRESTRICTED 10000 CORE TREATMENT SERVICES INC 3 RIVERVIEW DRIVE MANITOWOC WI 54220 NONE UNRESTRICTED 20000 LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY PO BOX 321 MANTIOWOC WI 54221 NONE RESTRICTED 5000 LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY PO BOX 321 MANTIOWOC WI 54221 NONE UNRESTRICTED 5000 CAPITOL CIVIC CENTRE INC PO BOX 399 MANITOWOC WI 54221 NONE UNRESTRICTED 25000 LESTER PUBLIC LIBRARY FOUNDATION INC 1001 ADAMS STREET TWO RIVERS WI 54241 NONE UNRESTRICTED 25000 MANITOWOC PUBLIC LIBRARY 707 QUAY STREET MANITOWOC WI 54220 NONE UNRESTRICTED 25000 MANITOWOC-TWO RIVERS YMCA INC 205 MARITIME DRIVE MANITOWOC WI 54220 NONE UNRESTRICTED 25000 LAKESHORE FOSTER FAMILIES AND FRIENDS 111 N 10TH STREET MANITOWOC WI 54220 NONE UNRESTRICTED 5000 CAPITOL CIVIC CENTRE INC PO BOX 399 MANITOWOC WI 54221 NONE RESTRICTED 25000 CITY OF MANITOWOC K-9 FUND 910 JAY STREET MANITOWOC WI 54220 NONE RESTRICTED 20000 MANITOWOC COUNTY CRIMESTOPPERS INC 1025 9TH STREET MANITOWOC WI 54220 NONE RESTRICTED 15000 ASCEND SERVICES INC 2818 MEADOW LN MANITOWOC WI 54220 NONE RESTRICTED 25000 LAKESHORE TECHNICAL COLLEGE FOUNDATION INC 1290 NORTH AVENUE CLEVELAND WI 53015 NONE RESTRICTED 25000 LESTER PUBLIC LIBRARY FOUNDATION INC 1001 ADAMS STREET TWO RIVERS WI 54220 NONE RESTRICTED 25000 MANITOWOC COUNTY HISTORICAL SOCIETY 924 PINCREST RD MANITOWOC WI 54220 NONE RESTRICTED 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 25000 RAHR WEST ART MUSEUM CHARITABLE FOUNDATION INC 610 NORTH 8TH STREET MANITOWOC WI 54220 NONE RESTRICTED 50000 LAKESHORE COMMUNITY FOUNDATION INC 915 MEMORIAL DRIVE MANITOWOC WI 54220 NONE RESTRICTED 50000 WOODLAND DUNES NATURE CENTER AND PRESERVE INC PO BOX 486 TWO RIVERS WI 54241 NONE RESTRICTED 25000 ETERNAL FLAME AND VETERANS MEMORIAL FUND PO BOX 10 MANITOWOC WI 54220 NONE RESTRICTED 15000 AMERICAN HEART ASSOCIATION-HEART A RAMA 1122 PARK ROW BLVD MANITOWOC WI 54220 NONE RESTRICTED 2000 MANITOWOC COUNTY YOUTH SPORTS PO BOX 5 ST NAZIANZ WI 54232 NONE RESTRICTED 2000 MUSCULAR DYSTROPHY ASSOCIATION 1823 SPENCE STREET GREEN BAY WI 54304 NONE RESTRICTED 2000 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WI INC 8948 WATERTOWN PLANK RD MILWAUKEE WI 53226 NONE RESTRICTED 2000 EXPONENT PHILANTHROPY 1720 N STREET WASHINGTON DC 20036 NONE RESTRICTED 2000 UNITED WAY MANITOWOC COUNTY INC 21 EAST WALDO BLVD MANITOWOC WI 54220 NONE RESTRICTED 5000 GROW IT FORWARD INC 1501 MARSHALL STREET MANITOWOC WI 54220 NONE RESTRICTED 104553 CRUSADERS OF JUSTICIA INC 1523 WASHINGTON STREET MANITOWOC WI 54220 NONE RESTRICTED 61820 LAKESHORE WIND ENSEMBLE 705 VIEBAHN STREET MANITOWOC WI 54220 NONE UNRESTRICTED 15000 TREEHOUSE THEATER INC PO BOX 1722 MANITOWOC WI 54220 NONE UNRESTRICTED 10000 PREVENT SUICIDE WI - MANITOWOC CO INC 702 STATE ST 3RD FLOOR MANITOWOC WI 54220 NONE UNRESTRICTED 10000 LAKESHORE WIND ENSEMBLE 705 VIEBAHN STREET MANITOWOC WI 54220 NONE RESTRICTED 10000 BIG BROTHERS BIG SISTERS 810 WASHINGTON ST MANITOWOC WI 54220 NONE RESTRICTED 10000 MANITOWOC-TWO RIVERS YMCA INC 205 MARITIME DRIVE MANITOWOC WI 54220 NONE RESTRICTED 20000 WISCONSIN MARITIME MUSEUM 75 MARITIME DRIVE MANITOWOC WI 54220 NONE RESTRICTED 20000 3065374 0 14 719 14 1551775 18 2662728 OTHER INCOME 150 0 4215222 150 4215372 8 GAIN ON ASSETS USED FOR THE ORGANIZATIONS EXEMPT PURPOSE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 22875 2288 20587 AINTREE - SHORT TERM FMV 89504091 89504091 ACCRUED DIVIDENDS AND INTEREST 67743 36390 36390 PREPAID EXPENSE 24176 30409 30409 PREPAID EXCISE TAX 19074 PREPAID DIRECTOR FEES 18750 26000 26000 INSURANCE 9594 959 8635 INVESTMENT FEES 373723 373723 0 MISCELLANEOUS EXPENSE 5347 535 4812 REPAIRS 10721 1072 9649 CONSULTING 15515 1552 13964 GARDENS - PLANTS, SHRUBS,.... 44114 0 44114 GARDENS - MAINTENANCE & REPAIRS 24963 0 24963 GARDENS - INSURANCE 11384 0 11384 GARDEN - SUPPLIES 6004 0 6004 GARDENS - TRAVEL, TRAINING,... 1716 0 1716 OTHER INCOME 150 150 150 UNREALIZED DEPRECIATION OF SECURITIES 4318727 DEFERRED EXCISE TAX 312543 372138 PAYROLL TAXES PAYABLE 3039 3009 EXCISE TAX PAYABLE 0 593 PAYROLL TAX 9302 930 8372 PYROLL TAX - GARDENS 17238 0 17238 FEDERAL EXCISE TAX 113051 0 0