INTELLIGENT FUTURE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
INTELLIGENT FUTURE FOUNDATION (EIN 87-3077791)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-24
IRS object ID
202612059349101201
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-24T14:58:52-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873077791EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Intelligent Future FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlINTEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames D GreenheckPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-07-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$53,189,243FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,600,002ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$113,136InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$113,136InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$690,336DividendsRevAndExpnssAmt
Dividends Net Invst Incm$690,336DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,761,020NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,739,161GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,765,175CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,164,494TotalRevAndExpnssAmt
Total Net Invst Incm$2,568,647TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$357,898OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$179,867OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$178,031OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$67,606TaxesRevAndExpnssAmt
Taxes Net Invst Incm$503TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$5,120TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$5,120TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$83,996OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$83,936OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$514,620TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$180,430TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$267,087TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$112,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$112,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$626,620TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$180,430TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$379,087TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,537,874ExcessRevenueOverExpensesAmt
Net Investment Income$2,388,217NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,414,153SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,792,184SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,792,184SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$26,253,248CorporateStockBOYAmt
Corporate Stock EOY$42,413,091CorporateStockEOYAmt
Corporate Stock EOYFMV$47,397,059CorporateStockEOYFMVAmt
Total Assets BOY$34,667,401TotalAssetsBOYAmt
Total Assets EOY$48,205,275TotalAssetsEOYAmt
Total Assets EOYFMV$53,189,243TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$34,667,401RetainedEarningBOYAmt
Retained Earning EOY$48,205,275RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$34,667,401TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,205,275TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,667,401TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$48,205,275TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,667,401TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,537,874ExcessRevenueOverExpensesAmt
Subtotal$48,205,275SubtotalAmt
Tot Net Ast Or Fund Balances EOY$48,205,275TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$20,739,161GrossSalesPriceAmt
Cost Or Other Basis$18,973,986CostOrOtherBasisAmt
Gain Or Loss$1,765,175GainOrLossAmt
Gains Minus Excess Or Losses$1,765,175GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,765,175CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$33,196InvestmentIncomeExciseTaxAmt
Subtotal$33,196SubtotalAmt
Tax Based On Investment Income$33,196TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,700EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$29,700TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$3,497TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Marco Espinoza
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
James D Greenheck
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Sec, Treas1.0$0$0$0
Michael Greenheck
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Morgan Stanley
5001 Spring Valley Rd STE 900WDALLASTX75244Investment Mgmt$179,867
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$82,312
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$38,607,186AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,852,623AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$42,459,809TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$42,459,809AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$636,897CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,822,912NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,091,146MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,091,146MinimumInvestmentReturnAmt
Tax Based On Investment Income$33,196TaxBasedOnInvestmentIncomeAmt
Total Tax$33,196TotalTaxAmt
Distributable Before Adj$2,057,950DistributableBeforeAdjAmt
Distributable Before Ded$2,057,950DistributableBeforeDedAmt
Distributable As Adjusted$2,057,950DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$379,087ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$379,087QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,057,950DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr3$2,132,704ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,284,068ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$309,959ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,726,731TotalExcessDistributionCyovAmt
Qualifying Distributions$379,087QualifyingDistributionsAmt
Applied To Current Year$379,087AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,678,863ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,678,863ExcessDistributionCyovAppCYAmt
Total Corpus$2,047,868TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,047,868ExcessDistriCyovToNextYrAmt
Excess From Year3$453,841ExcessFromYear3Amt
Excess From Year2$1,284,068ExcessFromYear2Amt
Excess From Year1$309,959ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJames D GreenheckContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FOX VALLEY TECHNICAL COLLEGE FOUNDATION INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11825 N BLUEMOUND DR PO BOX 2277AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54912ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeFor the purchase of new A&P Testing EquipmentGrantOrContributionPurposeTxt
Amt$112,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$112,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,136ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$690,336ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,761,020ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,564,492ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,564,492TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Greenheck James D
11603 Weston AvenueSchofieldWI54476$8,240,120Yes (X)
James D Greenheck Foundation
2303 Ross AveSchofieldWI34476$3,359,881Yes (X)

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonJames D GreenheckPersonNm
Short ExplanationJAMES D. GREENHECK, PRESIDENT/ DIRECTOR/ SECRETARY/ TREASURER OF INTELLIGENT FUTURE FOUNDATION (THE "FOUNDATION"), IS THE PRESIDENT AT THE MANUFACTURING FIRM OF CTECH MANUFACTURING, A DISQUALIFIED PERSON WHICH PROVIDES Philanthropic Consulting SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2025, THE FOUNDATION PAID $178,031 FOR Administrative SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH PHILANTHROPIC CONSULTING FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.ShortExplanationTxt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (131 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$418,508$417,592
ABBVIE INC$204,478$208,840
AFFIRM HOLDINGS INC CL A$84,437$103,532
AIRBUS GROUP$102,307$131,884
ALNYLAM PHARMACEUTICALS, INC$166,523$240,976
ALPHABET INC CL A$517,885$789,386
ALPHABET INC CL C$722,979$1,252,690
AMAZON COM$946,573$1,029,688
AMGEN INC$661,848$687,024
APOLLO GLOBAL MANAGEMENT, INC$65,917$62,392
APPLE INC$1,016,843$1,152,958
APPLIED MATERIALS INC$161,998$193,256
ARISTA NETWORKS$54,512$72,984
ASML HOLDING NV NY REG SHS$446,955$638,706
BANK OF AMERICA CORP$328,004$398,585
BLACKROCK INC$320,643$338,227
BOEING CO$245,186$292,678
BOSTON SCIENTIFIC$98,710$89,915
BRITISH AMERICAN TOBACCO PLC$243,374$301,954
BROADCOM INC$1,570,127$2,468,384
BROOKFIELD CORP ORD SHS CL A$103,401$106,052
BURLINGTON STORES, INC$77,380$85,788
CAESARS ENTERTAINMENT INC$59,236$43,412
CANADIAN NATURAL RESOURCES LTD$322,360$361,823
CAPITAL ONE FINANCIAL CORP$354,343$449,820
CARRIER GLOBAL$158,614$122,008
CARVANA CO.$43,384$58,661
CATERPILLAR INC$283,009$433,663
CENOVUS ENERGY INC$80,410$93,432
CENTER COAST MLP FOCUS FD CL A$5,256,091$5,239,880
CHARTER COMMUNICATIONS, INC$107,803$60,746
CHIPOTLE MEX GRILL$105,489$71,521
CHUBB LIMITED$134,548$147,009
CITIZENS FINANCIAL GROUP, INC$220,260$266,408
CLOUDFLARE, INC.$168,856$248,015
COMCAST CORP$309,132$252,272
CONSTELLATION BRANDS INC$180,210$128,579
CONSTELLATION ENERGY GROUP INC$279,762$368,107
CVS CAREMARK CORP$198,290$251,651
D R HORTON$307,952$287,052
DANAHER CORP$159,211$168,943
DARDEN RESTAURANTS INC$235,601$231,313
DEERE CO$150,839$135,946
DELTA AIR LINES INC$69,670$84,737
DEUTSCHE POST AG$136,181$156,960
DOORDASH ORD SHS CLASS A$184,367$210,173
ELI LILLY & CO$962,767$1,308,960
EOG RESOURCES INC$357,106$301,274
EQT CORPORATION$35,213$31,356
EXXON MOBIL CORP$251,533$271,367
FEDERAL HOME LOAN MORTGAGE COR$35,245$61,195
FEDERAL NATIONAL MORTGAGE ASSO$89,151$105,454
FLOOR AND DECOR HOLDINGS$42,121$27,827
FLUTTER ENTMT PLC ADR$89,152$73,329
FREEPORT-MCMORAN COPPER & GOLD$78,420$97,822
FTAI AVIATION LTD$52,756$61,220
GALLAGHER ARTHUR J & CO$203,759$158,379
GE HEALTHCARE TECHNOLOGIES INC$97,470$97,194
GENERAL ELECTRIC CO$504,277$747,897
GENERAL MOTORS$67,532$106,854
GILEAD SCIENCES INC$255,508$302,309
HCA INC$57,712$71,430
HILTON WORLDWIDE HOLDINGS, INC$156,025$179,819
HIMS & HERS HEALTH, INC$40,004$21,852
HOME DEPOT INC$424,688$373,004
ILLUMINA INC COM$84,677$102,829
INGERSOLL-RAND INC$104,552$92,450
INSMED INC COM DE$71,649$75,359
INSULET CORPORATION$44,403$46,047
INTEL CORP$54,079$56,273
INTERNATIONAL BUSINESS MACHINE$236,287$235,487
INTUITIVE SURGICAL$163,505$176,138
JP MORGAN CHASE$594,938$747,228
KEURIG DR PEPPER INC$250,673$216,573
KKR & CO INC$382,024$358,091
KLA TENCOR CORP$286,280$371,814
LINDE PLC COM$347,502$320,645
LVMH MOET HENN UNSP$38,007$43,584
MARSH AND MCLENNAN COMPANIES I$641,038$540,791
MASTERCARD INC$680,273$699,899
META PLATFORMS INC$1,178,441$1,190,802
MICRON TECHNOLOGY$142,703$364,469
MICROSOFT CORP$2,217,118$2,464,043
MICROSTRATEGY INCORPORATED$329,352$191,305
MOTOROLA SOLUTIONS INC$133,115$113,463
NETFLIX INC$461,130$432,234
NORTHROP GRUMMAN CORP$302,590$350,679
NU HOLDINGS LTD$51,450$70,810
NVIDIA CORP$1,167,973$1,613,971
OLD DOMINION FREIGHT LINE$77,542$68,992
ORACLE CORP$121,223$118,115
PAYCHEX$224,097$175,001
PAYPAL HOLDINGS, INC$98,916$74,551
PHILIP MORRIS INTL$846,136$917,007
PROGRESSIVE CORP OHIO$158,185$135,949
RAYTHEON TECHNOLOGIES CORP$321,620$451,164
RECRUIT HOLDINGS CO$49,250$44,640
REDDIT, INC$34,009$33,561
ROBLOX ORD SHS CLASS A$78,945$72,198
ROCKET LAB USA INC$74,365$93,478
ROYAL CARRIBEAN CRUISE$535,876$583,222
SAFRAN SA - UNSPON ADR$64,437$75,385
SALESFORCE.COM$239,250$208,749
SAP AKTIENGESELL ADS$78,636$68,744
SEMPRA ENERGY COM$196,941$218,076
SHERWIN-WILLIAMS CO$153,875$145,814
SHOPIFY INC$206,199$301,175
SOUTHERN CO$217,203$214,599
SPDR BARCLAYS CAPITAL 1-3 MONT$527,756$526,532
STARBUCKS CORP COM$322,789$280,082
SYNOPSYS, INC$236,725$209,025
TAIWAN SEMICONDUCTOR MFG CO LT$290,905$441,856
TAKE-TWO INTERACTIVE SOFTWARE$95,786$117,518
TESLA MOTORS INC$445,267$604,424
THE BLACKSTONE GROUP INC CL A$350,815$330,322
THERMO FISHER SCIENTIFIC INC$147,522$168,041
TOAST INC$82,325$77,305
TRANSDIGM GRP INC$439,904$389,646
TRUIST FINANCIAL CORPORATION$224,906$273,460
UBER$365,510$392,862
UNION PACIFIC$269,461$281,748
UNITED CONTINENTAL HOLDINGS IN$137,589$170,526
UNITEDHEALTH GROUP INC$816,786$607,733
UNITY SOFTWARE INC$42,859$74,868
VERTEX PHARMCTLS INC$413,032$403,490
VISA INC$654,542$689,847
WAYFAIR INC$30,529$63,057
WELLS FARGO & CO$314,625$387,898
WELLTOWER INC.$313,115$401,289
XPO LOGISTICS INC$58,109$61,024
YUM BRANDS INC$227,125$234,938

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$82,312$82,312
Bank Charges$60$60
Cell Phone Expense$600$600
State or Local Filing Fees$25$25
TRAINING & PROF DEVELOPMENT$999$999

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$179,867$179,867
ADMINISTRATION OF FOUNDATION$178,031$178,031

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJames D Greenheck FoundationPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 Ross AveAddressLine1Txt
CitySchofieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP34476ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2025$29,700
990-PF Excise Tax for 2024$37,403
FOREIGN TAX PAID$503$503

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