B A AND ESTHER GREENHECK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- B A AND ESTHER GREENHECK FOUNDATION (EIN 39-1937735)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-02
- IRS object ID
- 202612459349100416
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-02T14:46:06-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 220 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391937735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BA & ESTHER GREENHECK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAAN | BusinessNameControlTxt |
| Phone | 7158423700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET STE 5 10TH FLOOR | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544034871 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA JACKSON | PersonNm |
| Person Title | CEO/TRUSTEE | PersonTitleTxt |
| Phone | 7158423700 | PhoneNum |
| Signature | 2026-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2026-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $76,059,665 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,604,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,591,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,159,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,418,838 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,227,432 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,774,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,819,158 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $388,929 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $388,929 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $57,843 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $57,843 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,686 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,422 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,264 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $575,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $575,151 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $61,530 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $61,530 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $94,034 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,573 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26,951 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,722 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $56,250 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $56,250 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,349 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,349 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,212 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,637 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,212 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,402,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $695,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $692,598 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,076,239 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,802,369 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,478,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $695,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,494,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,704,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,123,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,900,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,533,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,533,543 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $943,086 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $47,514,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,612,544 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,612,544 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,701,458 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,309,526 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,309,526 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $483,498 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $474,501 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $474,501 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $121,867 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $116,552 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,037 | LandBOYAmt |
| Land EOY | $5,315 | LandEOYAmt |
| Land EOYFMV | $5,315 | LandEOYFMVAmt |
| Other Assets BOY | $179,349 | OtherAssetsBOYAmt |
| Other Assets EOY | $124,236 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $124,236 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $72,729,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,059,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,059,665 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,702 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,702 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,234,391 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,508,261 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $185,143 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $124,589 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,436,236 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,649,552 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $68,292,944 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,410,113 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,292,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,410,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,729,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,059,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,292,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,704,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,821,663 | OtherIncreasesAmt |
| Subtotal | $69,410,113 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,410,113 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $10,350,639 | $8,191,406 | $2,159,233 | $2,159,233 |
| WINDSAIL CREDIT QP FUND, L.P. | P | $68,199 | $68,199 | $68,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,227,432 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,229 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,229 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,808 | OverpaymentAmt |
| Applied To ES Tax | $25,808 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GREENHECKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA JACKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7158423700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET STE 5 10TH FLOOR | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544034871 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA JACKSON | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | CEO/TRUSTEE | 40.00 | $170,000 | $55,219 | $0 |
| BARBARA BROWN | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | VICE PRESIDENT | 40.00 | $115,500 | $48,210 | $0 |
| MARK BRADLEY | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CAROLINE COENEN | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PETER DODSON | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| AMY EBELING | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BRIAN GUMNESS | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SANDRA GUMNESS | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JON A JACKSON | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID JOHNSON | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEAN TEHAN | ||||||||
| 500 FIRST STREET SUITE 5 | WAUSAU | WI | 54403 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENN GOLBACH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 5 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIR OF COMM VOLUNTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $66,800 | CompensationAmt |
| Employee Benefits | $52,138 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| RUDER WARE | ||||||
| 500 1ST ST 8000 | WAUSAU | WI | 54402 | INVESTMENT MGMT/ADMINISTRATION | $464,648 | |
| WILLIAM BLAIR & COMPANY LLC | ||||||
| 1166 AVENUE OF THE AMERICAS 20TH | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT FEE | $110,503 | FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,487,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,482,252 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,969,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,969,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,109,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,859,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,642,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,642,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,421 | TotalTaxAmt |
| Distributable Before Adj | $3,599,571 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,599,571 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,599,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,494,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,494,967 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,599,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $249,952 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,494,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $249,952 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,245,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $354,556 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ONLINE GRANT APPLICATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST STREET SUITE 5 10TH FLOOR | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544034871 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7158423700 | RecipientPhoneNum |
| Recipient Email Address | WWW.GREENHECKFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WWW.GREENHECKFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY CENTRAL WISCONSIN GEOGRAPHIC REGION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WALK IN THEIR SHOES | |||||||
| PO BOX 196 | EDGAR | WI | 54426 | N/A | GOV | THE MELODY OF AMERICA SPEAKER PROGRAMS | $9,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 620 S 76TH ST | MILWAUKEE | WI | 53214 | N/A | PC | JULY 1, 2025- JUNE 30, 2026 - OPERATIONAL FUNDING | $30,000 |
| AUDIO & BRAILLE ENHANCEMENT INC (ABLE) | |||||||
| 803 W WELLS STREET | MILWAUKEE | WI | 53233 | N/A | PC | BRINGING THE WORLD TO BLIND AND PRINT DISABLED PEOPLE IN NORTH CENTRAL WISCONSIN THROUGH AUDIOBOOKS | $2,500 |
| BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN | |||||||
| 613 NORTH 5TH STREET SUITE 203 | WAUSAU | WI | 54403 | N/A | PC | PURCHASE FOOD FOR FAMILIES, INCLUDING SOME PERISHABLE ITEMS, AND ASSEMBLE THEM INTO COMPLETE MEAL BAGS. | $500 |
| BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN | |||||||
| 613 NORTH 5TH STREET SUITE 203 | WAUSAU | WI | 54403 | N/A | PC | PURCHASE FOOD FOR FAMILIES, INCLUDING SOME PERISHABLE ITEMS, AND ASSEMBLE THEM INTO COMPLETE MEAL BAGS. | $600 |
| BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN | |||||||
| 613 NORTH 5TH STREET SUITE 203 | WAUSAU | WI | 54403 | N/A | PC | JANUARY 1, 2025 - DECEMBER 31, 2025 OPERATIONAL FUNDING | $30,000 |
| BLESSINGS IN A BACKPACK | |||||||
| PO BOX 950291 | LOUISVILLE | KY | 40295 | N/A | PC | BLESSINGS IN A BACKPACK - WAUSAU & DC EVEREST SCHOOL DISTRICTS | $6,000 |
| BLESSINGS IN A BACKPACK | |||||||
| PO BOX 950291 | LOUISVILLE | KY | 40295 | N/A | PC | WEEKEND MEALS FOR ELEMENTARY SCHOOL AGE CHILDREN, KINDERGARTEN THROUGH 6TH GRADE IN GREATER WAUSAU AREA SCHOOLS. | $10,000 |
| BLESSINGS IN A BACKPACK | |||||||
| PO BOX 950291 | LOUISVILLE | KY | 40295 | N/A | PC | JULY 1, 2025 - JUNE 30, 2026 OPERATIONAL FUNDING | $30,000 |
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 544022386 | N/A | PC | JANUARY 1, 2025 - DECEMBER 31, 2025 OPERATIONAL FUNDING | $30,000 |
| BRIDGE STREET MISSION | |||||||
| 325 N 1ST AVE | WAUSAU | WI | 54401 | N/A | PC | BRIDGE STREET MISSION ON TRACK CAPITAL CAMPAIGN OUTREACH CENTER BUILD OUT | $50,000 |
| BRIDGE STREET MISSION | |||||||
| 325 N 1ST AVE | WAUSAU | WI | 54401 | N/A | PC | BRIDGE STREET MISSION ON TRACK CAPITAL CAMPAIGN OUTREACH CENTER BUILD OUT | $50,000 |
| BRIDGE STREET MISSION | |||||||
| 325 N 1ST AVE | WAUSAU | WI | 54401 | N/A | PC | EMERGENCY SHELTER BUILD OUT | $84,000 |
| CASA OF MARATHON COUNTY INC | |||||||
| PO BOX 1824 | WAUSAU | WI | 54402 | N/A | PC | FUELING THE MISSION GRANT CASA OF MARATHON COUNTY -CAPACITY BUILDING: VOLUNTEER SUPERVISOR POSITION | $30,000 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 266 | LA CROSSE | WI | 54601 | N/A | PC | JANUARY 1, 2026 - DECEMBER 31, 2026 OPERATIONAL FUNDING | $35,000 |
| CENTER FOR THE VISUAL ARTS | |||||||
| 427 NORTH 4TH STREET | WAUSAU | WI | 54403 | N/A | PC | OCTOBER 1, 2025 - SEPTEMBER 30TH, 2026 OPERATIONAL FUNDING | $30,000 |
| CENTRAL WISCONSIN CHILDREN'S THEATRE | |||||||
| 700 W STROWBRIDGE STREET | WAUSAU | WI | 54402 | N/A | PC | ROOF REPLACEMENT FOR CENTRAL WISCONSIN CHILDREN'S THEATRE | $50,000 |
| CENTRAL WISCONSIN EDUCATIONAL THEATER ALLIANCE (CWETA) | |||||||
| 225780 RIB MOUNTAIN DRIVE | WAUSAU | WI | 54401 | N/A | PC | SHREK 2025/26 | $5,000 |
| CFONCW BA & ESTHER GREENHECK FOUNDATION FEEDING CHILDREN FUND | |||||||
| 200 WASHINGTON ST SUITE 120 | WAUSAU | WI | 54403 | N/A | PC | JULY 2024 TO JUNE 2025 OPERATIONAL FUNDING | $14,100 |
| CHILDCARING INC | |||||||
| 850 HIGHWAY 153 SUITE F | MOSINEE | WI | 54455 | N/A | PC | GOOD START GRANTS | $75,000 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN DBA CHILDREN'S HOSPITAL OF WISCONS | |||||||
| 705 S 24TH AVE | WAUSAU | WI | 54401 | N/A | PC | CHILDREN'S SERVICE SOCIETY OF WISCONSIN - CHILD ADVOCACY CENTER (WAUSAU) | $50,000 |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN DBA CHILDREN'S HOSPITAL OF WISCONS | |||||||
| 705 S 24TH AVE | WAUSAU | WI | 54401 | N/A | PC | CHILDREN'S WISCONSIN WAUSAU FAMILY RESOURCE CENTER--PARENT AID PROGRAM | $100,000 |
| CHRISTMAS IN JULY CHARITY | |||||||
| 8304 SOUTHRIDGE DRIVE | ROTHSCHILD | WI | 54474 | N/A | PC | CHILDREN'S PHYSICAL REHABILITATION/THERAPY GYM REVITALIZATION PROJECT | $10,000 |
| COMMUNITY ACTION PARTNERSHIP FOOD PANTRY OF CHRIST COMMUNITY CHURCH | |||||||
| 8100 ALDERSON STREET | SCHOFIELD | WI | 54476 | N/A | PC | PURCHASE FOOD | $1,000 |
| COMMUNITY CENTER OF HOPE | |||||||
| 607 13TH ST | MOSINEE | WI | 54455 | N/A | PC | PURCHASE FOOD | $10,000 |
| COMMUNITY FOOD PANTRY OF MERRILL | |||||||
| 503 S CENTER AVE | MERRILL | WI | 54452 | N/A | PC | PURCHASE FOOD | $10,000 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | |||||||
| 200 WASHINGTON ST SUITE 120 | WAUSAU | WI | 54403 | N/A | PC | COMMUNITY ARTS GRANTS 2025/26 | $50,000 |
| COMMUNITY PARTNERS CAMPUS | |||||||
| 360 GRAND AVENUE | WAUSAU | WI | 54403 | N/A | PC | SUPPORT & RESOURCES PROGRAM | $25,000 |
| COUNTY OF MARATHON | |||||||
| 500 FOREST STREET | WAUSAU | WI | 54403 | N/A | GOV | MARATHON COUNTY REGIONAL FORENSIC SCIENCE CENTER | $333,000 |
| COVENANT COMMUNITY PRESBYTERIAN CHURCH | |||||||
| 1806 WESTON AVENUE | SCHOFIELD | WI | 54476 | N/A | PC | PURCHASE FOOD | $5,000 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN INC | |||||||
| 1214 KAVANAUGH PLACE | WAUWATOSA | WI | 53213 | N/A | PC | EMPOWERING INDIVIDUALS WITH DOWN SYNDROME & THEIR FAMILIES | $6,000 |
| FAITH IN ACTION OF MARATHON COUNTY | |||||||
| 630 ADAMS STREET | WAUSAU | WI | 54403 | N/A | PC | JANUARY 1, 2025 - DECEMBER 31, 2025 OPERATIONAL FUNDING | $20,000 |
| FIRST PRESBYTERIAN CHURCH WAUSAU | |||||||
| 406 GRANT STREET | WAUSAU | WI | 54403 | N/A | PC | FIRST PRESBYTERIAN CHURCH, WAUSAU - WAUSAU FREE CLINIC | $40,000 |
| FIRST PRESBYTERIAN FOOD PANTRY | |||||||
| 406 GRANT STREET | WAUSAU | WI | 544034736 | N/A | PC | PURCHASE FOOD | $10,000 |
| GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES | |||||||
| 4693 NORTH LYNNDALE DRIVE | APPLETON | WI | 54913 | N/A | PC | ENSURING ACCESS AND EQUITY FOR GIRL SCOUTS IN MARATHON COUNTY | $41,500 |
| GIRLS ON THE RUN OF NORTH CENTRAL WISCONSIN | |||||||
| 9051 DONNA DR S | WOODRUFF | WI | 54568 | N/A | PC | GIRLS ON THE RUN NORTH CENTRAL WISCONSIN SPRING 2025 PROGRAMMING | $5,000 |
| GOOD NEWS PROJECT INC | |||||||
| 1106 FIFTH ST | WAUSAU | WI | 54403 | N/A | PC | GOOD NEWS PROJECT REVISED CAPITAL CAMPAIGN 2023 | $100,000 |
| HABITAT FOR HUMANITY OF WAUSAU | |||||||
| 1810 SCHOFIELD AVE | WESTON | WI | 54476 | N/A | PC | ROCK THE BLOCK 2025 | $10,000 |
| HEALTHFIRST NETWORK | |||||||
| 216 SOUTH 3RD AVE | WAUSAU | WI | 54401 | N/A | PC | HEALTHFIRST NETWORK MENTAL HEALTH PROVIDER | $50,000 |
| HOMME HOME OF WITTENBERG DBA FOREST PARK VILLAGE | |||||||
| 2901 N 7TH ST | WAUSAU | WI | 54403 | N/A | PC | MOVING UP - PHASE I | $100,000 |
| IRONBULL | |||||||
| PO BOX 957 | WAUSAU | WI | 54402 | N/A | PC | AED & FIRST AID SUPPLIES FOR TRAIL & ADVENTURE RACES AND OUTDOOR EVENTS | $1,200 |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC - NORTHCENTRAL DISTRICT | |||||||
| 300 3RD STREET | WAUSAU | WI | 54403 | N/A | PC | JULY 1, 2024 - JUNE 30, 2025 OPERATIONAL FUNDING | $30,000 |
| LEIGH YAWKEY WOODSON ART MUSEUM | |||||||
| 700 NORTH 12TH STREET | WAUSAU | WI | 544035007 | N/A | PC | JULY 1, 2025 - JUNE 30, 2026 OPERATIONAL FUNDING | $30,000 |
| MARATHON COUNTY HISTORICAL SOCIETY | |||||||
| 410 MCINDOE STREET | WAUSAU | WI | 54403 | N/A | PC | JANUARY 1, 2025 - DECEMBER 31, 2025 OPERATIONAL FUNDING | $25,000 |
| MARATHON COUNTY HISTORICAL SOCIETY | |||||||
| 410 MCINDOE STREET | WAUSAU | WI | 54403 | N/A | PC | TELLING OUR STORIES: THE NEXT 50 YEARS | $100,000 |
| MARATHON COUNTY SOCIAL SERVICES | |||||||
| 1000 LAKE VIEW DRIVE SUITE 400 | WAUSAU | WI | 54403 | N/A | PC | FAMILY KEYS | $20,000 |
| MARATHON CTY SCHOOL BASED COUNSELING(FUND AT COMMUNITY FOUNDATION OF NORTH | |||||||
| 6100 ALDERSON STREET | WESTON | WI | 54476 | N/A | PC | MARATHON COUNTY SCHOOL BASED COUNSELING CONSORITUM | $10,000 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | N/A | PC | MARATHON COUNTY MENSTRUAL SUPPLIES IMPLEMENTATION PROJECT | $10,000 |
| MOSAIC OF NORTH CENTRAL WISCONSIN INC | |||||||
| 903 N 3RD ST | WAUSAU | WI | 54403 | N/A | PC | MOSAIC OPERATIONAL AND PROGRAM FUNDING | $10,000 |
| NAMI NORTHWOODS | |||||||
| PO BOX 262 | WAUSAU | WI | 54402 | N/A | PC | INCREASING NAMI NORTHWOODS' REACH THROUGH TECHNOLOGY UPGRADES | $5,000 |
| NAMI NORTHWOODS | |||||||
| PO BOX 262 | WAUSAU | WI | 54402 | N/A | PC | JULY 2, 2025 - JUNE 30, 2026 OPERATIONAL FUNDING | $20,000 |
| NEW BEGINNINGS FOR REFUGEES | |||||||
| 903 N 3RD ST | WAUSAU | WI | 54403 | N/A | PC | PURCHASE FOOD AND HYGIENE PRODUCTS | $7,000 |
| NEW BEGINNINGS FOR REFUGEES | |||||||
| 903 N 3RD ST | WAUSAU | WI | 54403 | N/A | PC | NEW BEGINNINGS FOR REFUGEES, INC. STRATEGIC PLAN | $10,000 |
| NEW BEGINNINGS FOR REFUGEES | |||||||
| 903 N 3RD ST | WAUSAU | WI | 54403 | N/A | PC | NEW BEGINNINGS FOR REFUGEES OPERATIONAL SUPPORT | $32,000 |
| NEW LIFE PET ADOPTION CENTER | |||||||
| 125 CATTAIL AVENUE | MARATHON CITY | WI | 54448 | N/A | PC | NEW LIFE PET ADOPTION SURRENDER AND MEDICAL ASSISTANCE FUNDING FOR LOW INCOME FAMILIES | $5,000 |
| NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION | |||||||
| 1000 WEST CAMPUS DRIVE | WAUSAU | WI | 54401 | N/A | PC | NTC'S DRUG TRENDS & YOUTH PREVENTION CONFERENCE PROJECT | $3,750 |
| NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION | |||||||
| 1000 WEST CAMPUS DRIVE | WAUSAU | WI | 54401 | N/A | PC | B.A. & ESTHER GREENHECK FOUNDATION SCHOLARSHIP | $5,000 |
| OPPORTUNITY DEVELOPMENT CENTERS INC | |||||||
| 1191 HUNTINGTON AVENUE | WISCONSIN RAPIDS | WI | 54494 | N/A | PC | ADAPTIVE RECREATION PROGRAM FOR INDIVIDUALS WITH DISABILITIES, OLDER ADULTS AND COMMUNITY MEMBERS | $22,500 |
| PERFORMING ARTS FOUNDATION INC | |||||||
| 401 FOURTH STREET | WAUSAU | WI | 54403 | N/A | PC | YEARLY OPERATIONS - FISCAL YEAR JULY 1, 2024 - JUNE 30, 2025 | $30,000 |
| PROGRESS ATHENS FOUNDATION | |||||||
| PO BOX 147 | ATHENS | WI | 54411 | N/A | PC | FUNDS WILL BE UTILIZED TO PURCHASE FROM LOCAL BUSINESSES AND FARMS, THE STAPLES THAT EVERY HOUSEHOLD MEMBER NEEDS AND DESERVE INCLUDING FRESH PRODUCE, MILK, DAIRY, MEATS, HYGIENE AND PERSONAL CARE PRODUCTS AND BASIC HOUSEHOLD ESSENTIALS. | $5,000 |
| RIB MOUNTAIN BOWMEN | |||||||
| 2385 JULIP DRIVE | WAUSAU | WI | 54401 | N/A | PC | RIB MOUNTAIN BOWMEN ADDITION WITH ADA COMPLIANT BATHROOMS AND KITCHEN | $35,500 |
| ROBERT W MONK GARDENS INC AKA MONK BOTANICAL GARDENS | |||||||
| 518 S 7TH AV | WAUSAU | WI | 54401 | N/A | PC | VISITOR AND EDUCATION CENTER PHASE I | $100,000 |
| ROGERS BEHAVIORAL HEALTH FOUNDATION | |||||||
| 34700 VALLEY ROAD | OCONOMOWOC | WI | 53066 | N/A | PC | MISSION POSSIBLE: ROGERS IN WAUSAU | $100,000 |
| SAMOSET COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 3511 CAMP PHILLIPS ROAD | WESTON | WI | 54476 | N/A | PC | BUSINESS & TECHNOLOGY CENTER | $50,000 |
| SHARED BLESSINGS INC | |||||||
| 5120 STETTIN DR | WAUSAU | WI | 544013824 | N/A | PC | TRAIL BLAZERS | $9,769 |
| THE HMONG AMERICAN CENTER INC | |||||||
| PO BOX 1371 | WAUSAU | WI | 544021371 | N/A | PC | FUNDS WILL BE USED TO OBTAIN FOOD VOUCHERS TO PROVIDE TO HMONG AND SOUTHEASTERN ASIAN COMMUNITY TO GO PURCHASE FOOD FROM LOCAL ORIENTAL MARKETS. | $5,000 |
| THE HMONG AMERICAN CENTER INC | |||||||
| PO BOX 1371 | WAUSAU | WI | 544021371 | N/A | PC | JAN 1, 2025 - DEC 31, 2025 OPERATIONAL FUNDING | $30,000 |
| THE NEIGHBORS' PLACE INC | |||||||
| 360 GRAND AVE SUITE 200 | WAUSAU | WI | 54403 | N/A | PC | SHARE YOUR HOLIDAYS | $15,000 |
| THE NEIGHBORS' PLACE INC | |||||||
| 360 GRAND AVE SUITE 200 | WAUSAU | WI | 54403 | N/A | PC | JANUARY 1, 2025 - DECEMBER 31, 2025 OPERATIONAL FUNDING | $35,000 |
| THE NEIGHBORS' PLACE INC | |||||||
| 360 GRAND AVE SUITE 200 | WAUSAU | WI | 54403 | N/A | PC | EMERGENCY FOOD AND BASIC NEEDS GRANT | $75,000 |
| THE OPEN DOOR OF MARATHON COUNTY INC | |||||||
| 319 N 4TH STREET SUITE 2 | WAUSAU | WI | 54403 | N/A | PC | OPERATION COSTS | $30,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | N/A | PC | PURCHASE FOOD | $7,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | N/A | PC | SHARE YOUR HOLIDAYS 2025 | $15,000 |
| THE SALVATION ARMY | |||||||
| 202 CALLON ST | WAUSAU | WI | 54401 | N/A | PC | OCTOBER 1, 2024 - SEPTEMBER 30, 2025 OPERATIONAL FUNDING | $30,000 |
| THE WOMEN'S COMMUNITY INC | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | N/A | PC | MARCH 1, 2025-DECEMBER 31, 2025 OPERATIONAL FUNDING | $35,000 |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE 400B | WAUSAU | WI | 54401 | N/A | PC | UNITED WAY MOBILE MARKET | $20,000 |
| VILLAGE OF SPENCER | |||||||
| 406 N WISCONSIN ST | SPENCER | WI | 54479 | N/A | GOV | EVERYONE CAN PLAY | $10,000 |
| VIVENT HEALTH | |||||||
| 1311 N 6TH STREET | MILWAUKEE | WI | 53212 | N/A | PC | PURCHASE FOOD | $6,500 |
| VIVENT HEALTH | |||||||
| 1311 N 6TH STREET | MILWAUKEE | WI | 53212 | N/A | PC | HIV AND OVERDOSE PREVENTION IN AND AROUND WAUSAU | $10,000 |
| WAUSAU AND MARATHON COUNTY PARKS AND RECREATION FOUNDATION | |||||||
| 518 SOUTH 7TH AVE ROOM O85 | WAUSAU | WI | 54401 | N/A | PC | CITY OF WAUSAU SKATE PARK CONSTRUCTION | $25,000 |
| WAUSAU AND MARATHON COUNTY PARKS AND RECREATION FOUNDATION | |||||||
| 518 SOUTH 7TH AVE ROOM O85 | WAUSAU | WI | 54401 | N/A | PC | MARATHON PARK SPLASH PAD | $50,000 |
| WAUSAU AREA FOOD FOR HOPE | |||||||
| 113 EDGAR AVE | ROTHSCHILD | WI | 54474 | N/A | PC | WAUSAU AREA FOOD FOR HOPE | $9,000 |
| WAUSAU AREA MOBILE MEALS | |||||||
| 360 GRAND AVENUE | WAUSAU | WI | 54403 | N/A | PC | CARRIER SUPPLIES REPLACEMENT | $5,000 |
| WAUSAU CHILD CARE | |||||||
| 903 N 3RD ST | WAUSAU | WI | 54403 | N/A | PC | OPERATING EXPENSES GRANT | $50,000 |
| WAUSAU EVENTS | |||||||
| 316 SCOTT STREET | WAUSAU | WI | 54403 | N/A | PC | WINGS OVER WAUSAU 2025 | $12,000 |
| WAUSAU MUSEUM OF CONTEMPORARY ART | |||||||
| 309 MCCLELLAN STREET | WAUSAU | WI | 54403 | N/A | PC | WAUSAU CLUB RENOVATIONS | $37,500 |
| WAUSAU SCHOOL DISTRICT | |||||||
| 415 SEYMOUR STREET | WAUSAU | WI | 54403 | N/A | GOV | WAUSAU SCHOOL DISTRICT THERAPY K9 SQUAD CAR MODIFICATION | $3,950 |
| WESLEY UNITED METHODIST CHURCH | |||||||
| 1101 ELM ST | WAUSAU | WI | 54401 | N/A | PC | PURCHASE FOOD | $2,000 |
| WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE | |||||||
| 625 STEWART AVENUE | WAUSAU | WI | 54401 | N/A | GOV | CENTRAL WISCONSIN HIGH SCHOOL LEADERSHIP PROGRAM | $4,500 |
| WISCONSIN JUDICARE INC DBA JUDICARE LEGAL AID | |||||||
| 401 N 5TH STREET STE 200 | WAUSAU | WI | 54403 | N/A | PC | JUDICARE MEDIATION SERVICES | $25,000 |
| WOUNDED WARRIORS UNITED OF WIS | |||||||
| W14743 1ST AVE | GLEASON | WI | 54435 | N/A | PC | WOUNDED WARRIORS UNITED OF WISCONSIN VEHICLE REPLACEMENT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,802,369 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,604,828 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,159,233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,774,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,774,151 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,686 | Amt |
| Net Investment Income | $4,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,264 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN TOWER CORP DTD 03/29/21 1.6% 04/15/26 | $993,100 | $993,100 |
| AMGEN INC SR GLBL NT 28 | $1,023,738 | $1,023,738 |
| BECTON DICKINSON & CO SR GLBL NT 29 | $1,020,297 | $1,020,297 |
| CITIGROUP INC DTD 01/12/16 3.7% 01/12/26 | $999,879 | $999,879 |
| CNH INDUSTRIAL CAPITAL LLC SR GLBL NT5.1%29 | $1,022,774 | $1,022,774 |
| COCA COLA CONS INC SR GLBL NT 29 | $1,035,368 | $1,035,368 |
| DEBT SECURITIES - ACCRUED INCOME | $326,550 | $326,550 |
| ECOLAB INC SR GLBL NT 5%35 | $1,021,361 | $1,021,361 |
| FIDELITY NATIONAL INFO SVCS DTD 03/02/21 1.15% 03/01/26 | $995,155 | $995,155 |
| FISERV INC SR GLBL NT 28 | $1,024,285 | $1,024,285 |
| GOLDMAN SACHS GROUP INC SR GLBL NT 28 | $1,007,153 | $1,007,153 |
| INTEL CORP SR GLBL NT 28 | $1,014,073 | $1,014,073 |
| JOHN DEERE CAPITAL CORPORATION 2.35% | $983,760 | $983,760 |
| JONES LANG LASALLE INC SR GLBL NT 28 | $1,070,687 | $1,070,687 |
| MCDONALDS CORP FR 4.95%081433 | $1,291,228 | $1,291,228 |
| NORFOLK SOUTHN CORP GLBL NT 5.05%30 | $1,037,778 | $1,037,778 |
| SCHWAB CHARLES CORP SR GLBL NT 27 | $984,315 | $984,315 |
| SMUCKER J M CO GLBL NT 5.9% | $1,048,121 | $1,048,121 |
| STRYKER CORPORATION SR GLBL NT5.2%35 | $1,286,300 | $1,286,300 |
| SYSCO CORP SR GLBL NT 27 | $990,214 | $990,214 |
| SYSCO CORP SR GLBL NT 29 | $1,045,663 | $1,045,663 |
| WASTE MGMT INC DEL SR GLBL NT4.8%32 | $1,023,769 | $1,023,769 |
| ZOETIS INC SR GLBL NT5.6%32 | $1,063,958 | $1,063,958 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC C | $2,824,200 | $2,824,200 |
| AMAZON.COM INC COM | $1,846,560 | $1,846,560 |
| AON PLC | $882,200 | $882,200 |
| APPLE INC COM | $2,990,460 | $2,990,460 |
| BLACKSTONE INC | $1,001,910 | $1,001,910 |
| CHEVRON CORP NEW COM | $1,143,075 | $1,143,075 |
| COSTAR GROUP INC COM | $941,360 | $941,360 |
| DEXCOM INC | $929,180 | $929,180 |
| ECOLAB INC | $1,050,080 | $1,050,080 |
| FASTENAL CO COM | $2,006,500 | $2,006,500 |
| GE VERNOVA INC COM | $1,176,426 | $1,176,426 |
| GENERAC HLDGS INC COM | $818,220 | $818,220 |
| HOME DEPOT INC COM | $1,032,300 | $1,032,300 |
| INTERCONTINENTAL EXCHANGE INC | $1,295,680 | $1,295,680 |
| INTUITIVE SURGICAL INC | $1,132,720 | $1,132,720 |
| IRHYTHM TECHNOLOGIES INC | $1,064,640 | $1,064,640 |
| JOHNSON & JOHNSON COM | $1,862,550 | $1,862,550 |
| JPMORGAN CHASE & CO COM | $2,094,430 | $2,094,430 |
| LILLY ELI & CO COM | $3,224,040 | $3,224,040 |
| MASTERCARD INCORPORATED | $1,427,200 | $1,427,200 |
| MICROSOFT CORP COM | $2,418,100 | $2,418,100 |
| ORACLE CORP COM | $779,640 | $779,640 |
| PROCTER & GAMBLE CO COM | $1,719,720 | $1,719,720 |
| RB GLOBAL INC COM | $1,543,050 | $1,543,050 |
| ROCKWELL AUTOMATION | $1,634,094 | $1,634,094 |
| S&P GLOBAL INC | $1,463,252 | $1,463,252 |
| SALESFORCE INC | $794,730 | $794,730 |
| SERVICENOW INC | $574,462 | $574,462 |
| STARBUCKS CORP COM | $757,890 | $757,890 |
| STRYKER CORP | $2,108,820 | $2,108,820 |
| TOAST INC CL A | $426,120 | $426,120 |
| UBER TECHNOLOGIES INC | $1,634,200 | $1,634,200 |
| WALMART INC | $1,949,675 | $1,949,675 |
| WASTE MGMT INC DEL COM | $1,098,550 | $1,098,550 |
| WORKDAY INC A | $966,510 | $966,510 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WINDSAIL CREDIT QP FUND, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $474,501 | BookValueAmt |
| EOYFMV | $474,501 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $15,000 | $15,000 | $15,000 |
| RIGHT-OF-USE ASSETS | $164,349 | $109,236 | $109,236 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $11,760 | $0 | $11,760 |
| OFFICE EXPENSES | $19,933 | $0 | $19,933 |
| SOFTWARE MAINTENANCE | $11,524 | $0 | $11,524 |
| EQUIPMENT RENTAL AND MAINTENANCE | $2,014 | $0 | $2,014 |
| DUES AND SUBSCRIPTIONS | $9,981 | $0 | $9,981 |
| WINDSAIL CREDIT QP FUND, L.P. ORDINARY BUSINESS LOSS | $0 | $45,637 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE PARTNERSHIP DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $10,090 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,090 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,821,663 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASES PAYABLE | Desc |
| BOY Book Value | $185,143 | BOYBookValueAmt |
| EOY Book Value | $124,589 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $575,151 | Amt |
| Net Investment Income | $575,151 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $8,573 | $8,573 | $0 |
| PAYROLL TAXES | $26,951 | $0 | $26,951 |
| FEDERAL EXCISE TAXES | $58,510 | $0 | $0 |
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