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THE@BRUCE KRIER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE@BRUCE KRIER CHARITABLE FOUNDATION INC (EIN 80-0322569)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-04
IRS object ID
202611249349101931
Schema version
2025v4.1
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)
Return2026-05-04T14:02:56-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1790 N WATER ST SUITE 2000AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800322569EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRUCE KRIER CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRUCBusinessNameControlTxt
Phone9209942469PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1670 JOSEPH CTAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53074ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN RASSELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9209942469PhoneNum
Signature2026-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN CRONKPreparerPersonNm
PTINP01288895PTIN
Phone4147775500PhoneNum
Preparation2026-04-30PreparationDt
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$30,812,231FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,574InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,574InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$682,870DividendsRevAndExpnssAmt
Dividends Net Invst Incm$682,870DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,832,078NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,374,985GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,832,078CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,518,522TotalRevAndExpnssAmt
Total Net Invst Incm$3,518,522TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,837AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,838AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$178,358OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$178,358OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35,853TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$214OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$214OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$218,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$180,195TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,052TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,789,217ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,789,217ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,007,317TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$180,195TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,791,269TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,511,205ExcessRevenueOverExpensesAmt
Net Investment Income$3,338,327NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,333,735SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,037,242SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,037,242SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$14,280,300CorporateStockBOYAmt
Corporate Stock EOY$16,582,693CorporateStockEOYAmt
Corporate Stock EOYFMV$22,630,470CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,915,497CorporateBondsBOYAmt
Corporate Bonds EOY$7,012,121CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,144,519CorporateBondsEOYFMVAmt
Other Investments BOY$591,739OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$23,121,271TotalAssetsBOYAmt
Total Assets EOY$24,632,056TotalAssetsEOYAmt
Total Assets EOYFMV$30,812,231TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$23,121,271RetainedEarningBOYAmt
Retained Earning EOY$24,632,056RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$23,121,271TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,632,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,121,271TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,632,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,121,271TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,511,205ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$24,632,476SubtotalAmt
Other Decreases$420OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,632,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$18,374,985GrossSalesPriceAmt
Cost Or Other Basis$15,542,907CostOrOtherBasisAmt
Gain Or Loss$2,832,078GainOrLossAmt
Gains Minus Excess Or Losses$2,832,078GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,832,078CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,403InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46,403SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46,403TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$45,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$39EsPenaltyAmt
Tax Due$1,442TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressBRUCEKRIERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksBETH HEINENIndividualWithBooksNm
Phone9209942469PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1670 JOSEPH CTAddressLine1Txt
CityPORT WASHINGTONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53074ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN RASSEL
670 JOSEPH CTPORT WASHINGTONWI53074PRESIDENT0.10$0$0$0
KEVIN SCHEIBEL
670 JOSEPH CTPORT WASHINGTONWI53024VICE PRESIDENT0.10$0$0$0
DAVID KARRELS
670 JOSEPH CTPORT WASHINGTONWI53074SECRETARY0.10$0$0$0
BETH HEINEN
670 JOSEPH CTPORT WASHINGTONWI53074TREASURER0.10$0$0$0
MIKE ANSAY
670 JOSEPH CTPORT WASHINGTONWI53074DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAIRD WEALTH MANAGEMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 EAST WISCONSIN AVENUEAddressLine1Txt
CityMILWAUKEEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$130,693CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$28,762,194AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,314,122AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,076,316TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,076,316AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$451,145CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,625,171NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,481,259MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,481,259MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,403TaxBasedOnInvestmentIncomeAmt
Total Tax$46,403TotalTaxAmt
Distributable Before Adj$1,434,856DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,434,856DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,434,856DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,791,269ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,791,269QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,434,856DistributableAsAdjustedAmt
Undistributed Income PY$618,813UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,791,269QualifyingDistributionsAmt
Applied To Year1$618,813AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,172,456AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$262,400UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumRecipient Email AddressRecipientEmailAddressTxtForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
DAVID KARRELS SECRETARY
PO BOX 307RANDOM LAKEWI530759209942469BRUCEKRIERFOUNDATION@GMAIL.COMINCLUDE IRS DETERMINATION LETTER, ORGANIZATION'S CURRENT YEAR OPERATING BUDGET, PROJECT BUDGET, LIST OF BOARD MEMBERS, AND LATEST AUDITED FINANCIAL STATEMENT OR FORM 990 WITH APPLICATION ON WEBSITE.ONLINE APPLICATION IS AVAILABLE FROM JANUARY 1 TO FEBRUARY 28.THE FOUNDATION WORKS TO FULFILL THE PHILANTHROPIC INTERESTS ESTABLISHED BY BRUCE KRIER IN SUPPORT OF LOCAL EDUCATION AND ENVIRONMENTAL CAUSES. THE FOUNDATION LIMITS ITS GIVING TO WISCONSIN-BASED ORGANIZATIONS, PRINCIPALLY BUT NOT LIMITED TO THE COUNTIES OF SHEBOYGAN AND OZAUKEE, AND DISTRIBUTES GRANTS ONLY TO ORGANIZATIONS THAT QUALIFY AS 501(C)(3) CHARITABLE ORGANIZATION ACCORDING TO IRS CODE. IN ADDITION, THE FOUNDATION IS GUIDED BY THE FOLLOWING LIMITATIONS: BKCF PROVIDES GRANTS ONLY TO CHARITABLE ORGANIZATIONS THAT SPEND 25% OR LESS OF ITS ANNUAL EXPENSES ON ADMINISTRATIVE AND FUNDRAISING ACTIVITIES COMBINED. BKCF DOES NOT PROVIDE GRANTS TO INDIVIDUALS, TO INFLUENCE ELECTION OUTCOMES, OR TO CONDUCT VOTER REGISTRATION DRIVES. OUTSIDE OF ITS COLLEGE SCHOLARSHIP PROGRAM, BKCF PREFERS TO PROVIDE MATCHING GRANTS TO ORGANIZATIONS TO INSPIRE OTHERS TO INVEST IN IMPORTANT OPPORTUNITIES.
DAVID KARRELS SECRETARY
PO BOX 307RANDOM LAKEWI530759209942469BRUCEKRIERFOUNDATION@GMAIL.COMTO BE CONSIDERED FOR A SCHOLARSHIP, GRADUATING SENIORS SHOULD CONTACT THEIR HIGH SCHOOL'S GUIDANCE OFFICE FOR MORE INFORMATION.APPLICATION DEADLINES AND REQUIREMENTS ARE ESTABLISHED BY THE DISTRICT HIGH SCHOOLS.KRIER COLLEGE SCHOLARSHIPS ARE AWARDED TO SELECT STUDENTS WHO GRADUATE FROM HIGH SCHOOLS IN THE WISCONSIN SCHOOL DISTRICTS OF CEDAR GROVE-BELGIUM, NORTHERN OZAUKEE, OOSTBURG AND RANDOM LAKE. ANNUALLY, THE FOUNDATION WILL AWARD TWO RENEWABLE SCHOLARSHIPS TO A PAIR OF SENIORS AT EACH OF THE DISTRICT'S HIGH SCHOOLS. ONE WILL BE GRANTED TO A STUDENT ATTENDING A FOUR-YEAR UNIVERSITY AND ONE WILL BE GRANTED TO A STUDENT ATTENDING A TWO-YEAR TECHNICAL SCHOOL.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CEDAR GROVE - BELGIUM SCHOLARSHIP FUND
PO BOX 257CEDAR GROVEWI53013N/AGOVSCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL.$42,000
DIVINE SAVIOR CATHOLIC SCHOOL
423 FREMONT STREETKIELWI53042N/APCHEALTH AND SAFETY GRANT$73,076
ELKHART LAKE GLENBEULAH SCHOOL
201 LINCOLN STELKHART LAKEWI53020N/AGOVHIGH SCHOOL AUDITORIUM REMODEL AND MODERNIZATION$91,871
NORTHERN OZAUKEE SCHOOL DISTRICT
401 HIGHLAND DRIVEFREDONIAWI53201N/AGOVENHANCING LEARNING ENVIRONMENTS: COLLABORATIVE CLASSROOMS$96,000
NORTHERN OZAUKEE SCHOOL DISTRICT
401 HIGHLAND DRIVEFREDONIAWI53201N/AGOVSCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL.$44,000
OOSTBERG SCHOOL DISTRICT
410 NEW YORK AVENUEOOSTBERGWI53070N/AGOVSCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL.$44,000
OOSTBURG SCHOOL DISTRICT
410 NEW YORK AVENUEOOSTBURGWI53070N/AGOVBRUCE KRIER PERFORMING ARTS CENTER TECHNOLOGY ENHANCEMENT; STUDENT CENTER$164,270
PORT WASHINGTON-SAUKVILLE SCHOOLS
100 W MONROE STPORT WASHINGTONWI53074N/AGOVFAMILY CONSUMER SCIENCE CAREER READINESS$145,000
RANDOM LAKE SCHOOL DISTRICT
2215 N PALMER STREETRANDOM LAKEWI53075N/AGOVCOMMUNITY SCHOOL FURNITURE PROJECT$350,000
RANDOM LAKE SCHOOL DISTRICT
605 RANDOM LAKE ROADRANDOM LAKEWI53075N/AGOVSCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL.$44,000
ST MARCUS SCHOOL
2215 N PALMER STREETMILWAUKEEWI53212N/APCCAMPUS RENOVATION AND ENDOWMENT FUNDING$695,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,789,217TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,574ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$682,870ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,832,078ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,518,522ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,518,522TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,675Amt
Net Investment Income$1,837NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,838DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD CORE PLUS BOND FUND CLASS INSTITUTIONAL$3,447,982$3,570,091
BAIRD ULTRA SHORT BOND FUND INSTITUTIONAL CLASS$3,564,139$3,574,428

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD (9127) CORPORATE STOCK$6,750,586$11,107,254
BAIRD (0553) CORPORATE STOCK$178,179$533,814
BAIRD (7192) CORPORATE STOCK$9,653,928$10,989,402

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBROKER ADJUSTMENTS TO COSTDesc
Amt$420Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$214RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$214DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$178,358Amt
Net Investment Income$178,358NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$35,853Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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