2026-05-04T14:02:56-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990PF 2025-01-01 800322569 THE BRUCE KRIER CHARITABLE FOUNDATION BRUC 9209942469 670 JOSEPH CT PORT WASHINGTON WI 53074 JOHN RASSEL PRESIDENT 9209942469 2026-04-30 1 STEVEN CRONK P01288895 4147775500 2026-04-30 2025 2025-03-06 01:10:19Z X 30812231 X X 3574 3574 682870 682870 2832078 18374985 2832078 3518522 3518522 0 0 0 3675 1837 1838 178358 178358 0 35853 0 0 214 0 214 218100 180195 2052 1789217 1789217 2007317 180195 1791269 1511205 3338327 1333735 1037242 1037242 14280300 16582693 22630470 6915497 7012121 7144519 591739 0 0 23121271 24632056 30812231 0 0 X 0 0 0 0 23121271 24632056 23121271 24632056 23121271 24632056 23121271 1511205 0 24632476 420 24632056 PUBLICLY TRADED SECURITIES P 18374985 15542907 2832078 2832078 2832078 46403 0 46403 0 46403 45000 0 0 0 45000 X 39 1442 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 BRUCEKRIERFOUNDATION.ORG BETH HEINEN 9209942469 670 JOSEPH CT PORT WASHINGTON WI 53074 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN RASSEL 670 JOSEPH CT PORT WASHINGTON WI 53074 PRESIDENT 0.10 0 0 0 KEVIN SCHEIBEL 670 JOSEPH CT PORT WASHINGTON WI 53024 VICE PRESIDENT 0.10 0 0 0 DAVID KARRELS 670 JOSEPH CT PORT WASHINGTON WI 53074 SECRETARY 0.10 0 0 0 BETH HEINEN 670 JOSEPH CT PORT WASHINGTON WI 53074 TREASURER 0.10 0 0 0 MIKE ANSAY 670 JOSEPH CT PORT WASHINGTON WI 53074 DIRECTOR 0.10 0 0 0 NONE 0 BAIRD WEALTH MANAGEMENT 777 EAST WISCONSIN AVENUE MILWAUKEEE WI 53202 INVESTMENT MANAGEMENT 130693 0 0 28762194 1314122 0 30076316 0 0 30076316 451145 29625171 1481259 1481259 46403 46403 1434856 0 1434856 0 1434856 1791269 0 1791269 1434856 618813 0 0 1791269 618813 0 0 1172456 0 0 0 0 0 0 0 0 262400 0 0 0 DAVID KARRELS SECRETARY PO BOX 307 RANDOM LAKE WI 53075 9209942469 BRUCEKRIERFOUNDATION@GMAIL.COM INCLUDE 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 307 RANDOM LAKE WI 53075 9209942469 BRUCEKRIERFOUNDATION@GMAIL.COM TO 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. CEDAR GROVE - BELGIUM SCHOLARSHIP FUND PO BOX 257 CEDAR GROVE WI 53013 N/A GOV SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 42000 DIVINE SAVIOR CATHOLIC SCHOOL 423 FREMONT STREET KIEL WI 53042 N/A PC HEALTH AND SAFETY GRANT 73076 ELKHART LAKE GLENBEULAH SCHOOL 201 LINCOLN ST ELKHART LAKE WI 53020 N/A GOV HIGH SCHOOL AUDITORIUM REMODEL AND MODERNIZATION 91871 NORTHERN OZAUKEE SCHOOL DISTRICT 401 HIGHLAND DRIVE FREDONIA WI 53201 N/A GOV ENHANCING LEARNING ENVIRONMENTS: COLLABORATIVE CLASSROOMS 96000 NORTHERN OZAUKEE SCHOOL DISTRICT 401 HIGHLAND DRIVE FREDONIA WI 53201 N/A GOV SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 44000 OOSTBERG SCHOOL DISTRICT 410 NEW YORK AVENUE OOSTBERG WI 53070 N/A GOV SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 44000 OOSTBURG SCHOOL DISTRICT 410 NEW YORK AVENUE OOSTBURG WI 53070 N/A GOV BRUCE KRIER PERFORMING ARTS CENTER TECHNOLOGY ENHANCEMENT; STUDENT CENTER 164270 PORT WASHINGTON-SAUKVILLE SCHOOLS 100 W MONROE ST PORT WASHINGTON WI 53074 N/A GOV FAMILY CONSUMER SCIENCE CAREER READINESS 145000 RANDOM LAKE SCHOOL DISTRICT 2215 N PALMER STREET RANDOM LAKE WI 53075 N/A GOV COMMUNITY SCHOOL FURNITURE PROJECT 350000 RANDOM LAKE SCHOOL DISTRICT 605 RANDOM LAKE ROAD RANDOM LAKE WI 53075 N/A GOV SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 44000 ST MARCUS SCHOOL 2215 N PALMER STREET MILWAUKEE WI 53212 N/A PC CAMPUS RENOVATION AND ENDOWMENT FUNDING 695000 1789217 0 14 3574 14 682870 18 2832078 0 3518522 0 3518522 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3675 1837 1838 BAIRD CORE PLUS BOND FUND CLASS INSTITUTIONAL 3447982 3570091 BAIRD ULTRA SHORT BOND FUND INSTITUTIONAL CLASS 3564139 3574428 BAIRD (9127) CORPORATE STOCK 6750586 11107254 BAIRD (0553) CORPORATE STOCK 178179 533814 BAIRD (7192) CORPORATE STOCK 9653928 10989402 BROKER ADJUSTMENTS TO COST 420 OFFICE EXPENSES 214 0 214 INVESTMENT FEES 178358 178358 0 FEDERAL EXCISE TAXES 35853 0 0