Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
CORNERSTONE FOUNDATION OF NORTHEASTERN
WISCONSIN INC

Number and street (or P.O. box number if mail is not delivered to street address)111 N WASHINGTON STREET SUITE 450   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREEN BAY, WI54301
A Employer identification number

36-2761910
B Telephone number (see instructions)

(920) 490-8290
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$27,538,603J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 627,063 627,063  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,246,546
b Gross sales price for all assets on line 6a 17,441,903
7 Capital gain net income (from Part IV, line 2)... 2,246,546
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 46,046 46,046  
12 Total. Add lines 1 through 11........ 2,919,655 2,919,655  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 139,500 48,250   91,250
14 Other employee salaries and wages...... 16,931 4,233   12,698
15 Pension plans, employee benefits....... 10,187 2,547   7,640
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,286 4,286   0
c Other professional fees (attach schedule).... Click to see attachment 165,015 136,047   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 35,548 11,868   5,905
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 42,955 21,478   21,477
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,620 16,311   16,309
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 447,042 245,020   155,279
25 Contributions, gifts, grants paid........ 1,404,845 1,404,845
26 Total expenses and disbursements. Add lines 24 and 25 1,851,887 245,020   1,560,124
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,067,768
b Net investment income (if negative, enter -0-) 2,674,635
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,573,568 1,982,900 1,982,900
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 2,902,180 Click to see attachment3,122,068 2,192,638
b Investments—corporate stock (attach schedule)........ 13,141,655 Click to see attachment16,267,387 19,644,489
c Investments—corporate bonds (attach schedule)........ 3,845,109 Click to see attachment1,869,635 2,799,580
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,425,000 Click to see attachment825,000 915,797
14 Land, buildings, and equipment: basis bullet54,926
Less: accumulated depreciation (attach schedule) bullet51,727 3,199 Click to see attachment3,199 3,199
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,890,711 24,070,189 27,538,603
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 22,890,711 24,070,189
30 Total net assets or fund balances (see page 17 of the
instructions).................... 22,890,711 24,070,189
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 22,890,711 24,070,189
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 22,890,711
2 Enter amount from Part I, line 27a..................... 2 1,067,768
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 111,710
4 Add lines 1, 2, and 3.......................... 4 24,070,189
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 24,070,189
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a MORGAN STANLEY P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 17,441,903   15,195,357 2,246,546
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2,246,546
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,246,546
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 978,571 24,541,869 0.039874
2011 782,189 24,523,132 0.031896
2010 1,354,113 23,536,486 0.057533
2009 1,230,273 21,757,353 0.056545
2008 892,423 24,636,005 0.036224
2 Total of line 1, column (d) ...................... 2 0.222072
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.044414
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 26,058,343
5 Multiply line 4 by line 3....................... 5 1,157,355
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 26,746
7 Add lines 5 and 6......................... 7 1,184,101
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,560,124
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 26,746
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 26,746
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 26,746
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 30,444
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 36,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 66,444
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 39,695
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet39,695 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletPAUL J SCHIERL Telephone no.bullet (920) 490-8290
    Located atbullet111 N WASHINGTON STREET SUITE 450GREEN BAYWI ZIP+4bullet54301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16Yes  
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PAUL J SCHIERL CEO & DIRECTOR
    25.00     		20,500 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    JOHN W HICKEY VICE PRESIDENT & DIRECTOR
    10.00     		5,500 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    JAMES J SCHOSHINSKI VICE PRES, TREASURER & DIR
    10.00     		5,500 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    CAROL A SCHIERL VICE PRES, ASST SECR & DIR
    10.00     		5,500 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    MICHAEL J SCHIERL VICE PRESIDENT & DIRECTOR
    10.00     		5,500 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    THOMAS L OLSON VICE PRES, ASST TREAS & DI
    10.00     		5,500 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    SUSAN WATTS ASST SECRETARY & DIRECTOR
    10.00     		0 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    MARK MCMULLEN VICE PRESIDENT & DIRECTOR
    10.00     		0 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    SHERI R PROSSER VICE PRESIDENT & SECRETARY
    40.00     		86,000 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    MARY SCHAUPP ASST SECRETARY & DIRECTOR
    10.00     		5,500 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    TIM DAY VICE PRESIDENT & DIRECTOR
    5.00     		0 0 0
    111 N WASHINGTON STREET STE 450
    GREEN BAY,WI54301
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,302,917
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    26,746
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    26,746
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,276,171
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,276,171
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,276,171
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,276,171
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 152,557
    c From 2010....... 203,269
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 355,826
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,560,124
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 1,276,171
    e Remaining amount distributed out of corpus 283,953
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 639,779
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		639,779
    10 Analysis of line 9:
    a Excess from 2009.... 152,557
    b Excess from 2010.... 203,269
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013.... 283,953
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SHERI PROSSER
    111 NORTH WASHINGTON STREET SUITE
    450
    GREEN BAY,WI54301
    (920) 490-8290
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS ARE ENCOURAGED TO CALL PRIOR TO SUBMITTING AN APPLICATION.
    cAny submission deadlines:
    APPLICATIONS MAY BE SUBMITTED AT ANY TIME
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE MADE TO ORGANIZATIONS IN NORTHEASTERN WISCONSIN WITH PRIMARY FOCUS IN BROWN COUNTY.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIDS RESOURCE CENTER OF WISCONSIN
    PO BOX 510498
    MILWAUKEE,WI542030092     		NONE N/A DENTAL CARE PROGRAM 20,000
    AMERICAN FOUNDATION OF COUNSELING SERVICES
    130 E WALNUT STREET
    GREEN BAY,WI54301     		NONE N/A ETHICS IN BUSINESS AWARDS SPONSOR 1,500
    ARTISTS FOR THE HUMANITIES
    PO BOX 882
    GREEN BAY,WI549120882     		NONE N/A RETURN & RECOVERY PROGRAM FOR MILITARY VETERANS 1,000
    ASHWAUBENON SPECIAL CHILDREN'S PROGRAM
    1421 MOHICAN COURT
    GREEN BAY,WI54313     		NONE N/A PROGRAM SUPPORT 1,500
    ASPIRO
    PO BOX 12770
    GREEN BAY,WI543072270     		NONE N/A 2013 CLANCY CAPER GOLF CLASSIC SPONSOR 2,000
    ASPIRO
    PO BOX 12770
    GREEN BAY,WI543072270     		NONE N/A JEWELS, JEANS & THE NASHVILLE SCENE GALA SPONSOR 2,500
    BAY AREA HUMANE SOCIETY
    1830 RADISSON STREET
    GREEN BAY,WI54302     		NONE N/A EDUCATIONAL AND VOLUNTEER PROGRAM 12,500
    BAY LAKES COUNCIL BOYS SCOUTS OF AMERICA INC
    PO BOX 267
    APPLETON,WI549120267     		NONE N/A 2013 GREEN BAY OUTING FOR SCOUTING GOLF SPONSOR 1,500
    BIG BROTHERS BIG SISTERS
    1345 W MASON STREET
    GREEN BAY,WI54303     		NONE N/A TASTE OF THE TOWN AUCTION SPONSOR 5,000
    BIG BROTHERS BIG SISTERS
    1345 W MASON STREET
    GREEN BAY,WI54303     		NONE N/A OPERATING SUPPORT 20,000
    BOYS & GIRLS CLUB OF GREEN BAY
    311 S ONEIDA STREET
    GREEN BAY,WI54303     		NONE N/A HEALTH AND LIFE SKILLS PROGRAM 75,000
    BREAST CANCER FAMILY FOUNDATION
    926 WILLARD DRIVE SUITE 111
    GREEN BAY,WI54304     		NONE N/A 2013 PINK PUMPKIN WALK SPONSOR AND 2013 TITLETOWN BIKE TOUR 1,500
    BROWN COUNTY UNITED WAY
    PO BOX 1593
    GREEN BAY,WI543059973     		NONE N/A COMMUNITY PARTNERSHIP FOR CHILDREN/HEALTHY FAMILY PROGRAM 60,000
    BROWN COUNTY UNITED WAY
    PO BOX 1593
    GREEN BAY,WI543059973     		NONE N/A COMMUNITY PARTNERSHIP FOR CHILDREN/HEALTHY FAMILY PROGRAM 60,000
    CASA
    PO BOX 726
    GREEN BAY,WI54305     		NONE N/A PROGRAM SUPPORT 10,000
    CASA
    414 E WALNUT STREET STE 281
    GREEN BAY,WI54301     		NONE N/A 2013 CASA PRESENTS...BREAKFAST AT TIFFANY'S SPONSOR 1,500
    CASSANDRA VOSS CENTER FOUNDATION FUND
    1212 ENTERPRISE DRIVE
    DE PERE,WI54115     		NONE N/A 2013 CVC FUND EVENT SPONSPR 1,000
    CEREBRAL PALSY INC
    2801 S WEBSTER AVENUE
    GREEN BAY,WI54301     		NONE N/A AQUATIC CENTER RENOVATIONS 25,000
    CEREBRAL PALSY INC
    2801 S WEBSTER AVENUE
    GREEN BAY,WI54301     		NONE N/A CP TELETHON 5,000
    CLARITY CARE
    2649 MANITOWOC ROAD
    GREEN BAY,WI543226509     		NONE N/A PROGRAM SUPPORT 10,000
    COMMUNITY BENEFIT TREE INC
    2204 CROOKS AVE UNIT C
    KAUKAUNA,WI54130     		NONE N/A PROGRAM SUPPORT 5,000
    COMMUNITY FOUNDATION
    425 BETTER WAY
    APPLETON,WI54915     		NONE N/A 2013 U.S. OPEN SPONSOR 25,000
    CRIME PREVENTION FOUNDATION
    PO BOX 22003
    GREEN BAY,WI543052003     		NONE N/A CRIME PREVENTION PROGRAMS 250
    CUP OF JOY
    232 SOUTH BROADWAY
    GREEN BAY,WI54303     		NONE N/A CELLO FURY MASTER CLASS CLINIC SPONSOR 1,000
    DISABLED AMERICAN VETERANS
    1253 SCHEURING ROAD
    DE PERE,WI54115     		NONE N/A OPERATING SUPPORT 2,500
    EXCEPTIONAL EQUESTRIANS
    1120 ORLANDO DRIVE
    DEPERE,WI54115     		NONE N/A FARM UTILITY TRACTOR 25,000
    EXCEPTIONAL EQUESTRIANS
    1120 ORLANDO DRIVE
    DE PERE,WI54115     		NONE N/A RENOVATION OF THE STABLE AND RIDING ARENA 15,000
    GREATER GREEN BAY COMMUNITY FOUNDATION INC
    310 W WALNUT STREET
    GREEN BAY,WI54303     		NONE N/A TIM AND CATHIE DAY FAMILY FUND 5,500
    GREATER GREEN BAY COMMUNITY FOUNDATION INC
    310 W WALNUT STREET
    GREEN BAY,WI54303     		NONE N/A PETERSON-WATTS FAMILY FUND 5,500
    GREATER GREEN BAY COMMUNITY FOUNDATION INC
    310 W WALNUT STREET
    GREEN BAY,WI54303     		NONE N/A MARK AND MARY MCMULLEN FUND 5,500
    GREEN BAY BOTANICAL GARDEN
    2600 LARSEN ROAD
    GREEN BAY,WI54301     		NONE N/A GROWING THE GARDEN CAPITAL CAMPAIGN 50,000
    GREEN BAY BOTANICAL GARDEN
    2600 LARSEN ROAD
    GREEN BAY,WI54301     		NONE N/A GARDEN OF LIGHTS 1,000
    GREEN BAY BOTANICAL GARDEN
    2600 LARSEN ROAD
    GREEN BAY,WI54301     		NONE N/A GROWING THE GARDEN CAPITAL CAMPAIGN 50,000
    HOUSE OF HOPE
    1660 CHRISTIANA STREET
    GREEN BAY,WI54303     		NONE N/A TOUCHDOWN FOR HOPE COCKTAIL GALA SPONSOR 5,000
    JACKIE NITSCHKE CENTER INC
    630 CHERRY STREET
    GREEN BAY,WI54301     		NONE N/A PROGRAM SUPPORT 25,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    PO BOX 23900
    GREEN BAY,WI54305     		NONE N/A 2013 WALK TO CURE DIABETES SPONSOR 500
    LITERACY GREEN BAY
    424 S MONROE AVENUE
    GREEN BAY,WI54301     		NONE N/A CHILD TUTORING AND EARLY CHILDHOOD DEVELOPMENT PROGRAM 25,000
    LITERACY GREEN BAY
    424 S MONROE AVENUE
    GREEN BAY,WI54301     		NONE N/A CHILD TUTORING AND EARLY CHILDHOOD DEVELOPMENT PROGRAM 25,000
    MAKE A WISH FOUNDATION
    200 N DURKEE STREET SUITE 60
    APPLETON,WI54911     		NONE N/A OPERATING SUPPORT 2,500
    MARION HOUSE
    PO BOX 10782
    GREEN BAY,WI543070782     		NONE N/A RIBS FEST 2013 SPONSOR 2,500
    MARION HOUSE
    PO BOX 10782
    GREEN BAY,WI543070782     		NONE N/A OPERATING SUPPORT 50,000
    MIRACLE LEAGUE OF GREEN BAY
    2445 SHADY OAK DRIVE
    GREEN BAY,WI54304     		NONE N/A PLAYGROUND ADDITION PROJECT 10,000
    NEW COMMUNITY SHELTER INC
    301 MATHER STREET
    GREEN BAY,WI54303     		NONE N/A EMERGENCY SHELTER PROGRAM 25,000
    NEW COMMUNITY SHELTER INC
    301 MATHER STREET
    GREEN BAY,WI54303     		NONE N/A GOLF OUTING SPONSOR 5,000
    NEW COMMUNITY SHELTER INC
    301 MATHER STREET
    GREEN BAY,WI54303     		NONE N/A NASCAR PACKAGE SPONSOR 1,000
    NOTRE DAME ACADEMY
    610 MARYHILL DRIVE
    GREEN BAY,WI543032092     		NONE N/A KEY EVENT SPONSOR 5,000
    PACKERS HERITAGE TRAIL FOUNDATION
    111 N WASHINGTON STREET
    GREEN BAY,WI54301     		NONE N/A PACKERS HERITAGE TRAIL RECOGNITION WALL SPONSOR 1,500
    PAUL'S PANTRY
    1529 LEO FRIGO WAY
    GREEN BAY,WI543021163     		NONE N/A ANNUAL APPEAL 2,500
    PREVENT BLINDNESS WISCONSIN
    1524 UNIVERSITY AVENUE
    GREEN BAY,WI54302     		NONE N/A PRE-SCHOOL VISION SCREENING PROGRAM 5,000
    RAWHIDE
    E7475 RAWHIDE RD
    NEW LONDON,WI54961     		NONE N/A FOOD & NUTRITION SPONSOR 20,000
    ST VINCENT HOSPITAL
    PO BOX 13508
    GREEN BAY,WI543073508     		NONE N/A COMMUNITY CLINIC ONCOLOGY PROGRAM 50,000
    ST VINCENT HOSPITAL
    PO BOX 13508
    GREEN BAY,WI543073508     		NONE N/A COMMUNITY CLINIC ONCOLOGY PROGRAM 50,000
    ST VINCENT HOSPITAL
    PO BOX 13508
    GREEN BAY,WI543073508     		NONE N/A PEDIATRIC CANCER CENTER 100,000
    SYBLE HOPP SCHOOL
    755 SCHEURING ROAD
    DE PERE,WI54115     		NONE N/A 2013 NICOLET BANK FOUNDATION GOLF OUTING SPONSOR 5,000
    THE EINSTEIN PROJECT
    1255 EINSTEIN WAY
    GREEN BAY,WI54311     		NONE N/A ROCKS AND MINERALS UNIT 9,640
    THE GATHERING PLACE
    1001 CHERRY STREET
    GREEN BAY,WI54301     		NONE N/A GATHERED NEWSPAPER SPONSOR 1,655
    THE NEVILLE PUBLIC MUSEUM FOUNDATION INC
    PO BOX 325
    GREEN BAY,WI54305     		NONE N/A PROGRAM SUPPORT 15,000
    THE SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303     		NONE N/A AFTER SCHOOL AND TRANSITIONAL HOUSING PROGRAM 65,000
    THE SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303     		NONE N/A WOMEN'S AUXILIARY GOLF CLASSIC SPONSOR 1,500
    THE SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303     		NONE N/A ADOPT-A-FAMILY SPONSOR 2,500
    THE SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303     		NONE N/A CAMP HOPE SPONSOR 2,600
    THE SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303     		NONE N/A ANGEL PROGRAM SPONSOR 5,000
    THE VOLUNTEER CENTER OF BROWN COUNTY
    984 9TH STREET
    GREEN BAY,WI54304     		NONE N/A MAKE A DIFFERENCE DAY SPONSOR 2,500
    TREES FOR TOMORROW
    PO BOX 19130
    GREEN BAY,WI543079130     		NONE N/A 2013 GOLF EVENT SPONSOR 400
    UW-GREEN BAY
    2420 NICOLET DRIVE
    GREEN BAY,WI54311     		NONE N/A PHOENIX FUND SPONSOR 2,500
    UW-GREEN BAY
    2420 NICOLET DRIVE
    GREEN BAY,WI54311     		NONE N/A BASKETBALL GOLF OUTING SPONSOR 2,500
    UW-PHOENIX FUND
    2420 NICOLET DRIVE
    GREEN BAY,WI54311     		NONE N/A CAPITAL CAMPAIGN 20,000
    WILLOW TREE CAC
    PO BOX 22308
    GREEN BAY,WI54305     		NONE N/A OPERATING SUPPORT 50,000
    YMCA
    235 JEFFERSON STREET
    GREEN BAY,WI543015181     		NONE N/A CAMP U-NAH-LI-YA CAPITAL CAMPAIGN 50,000
    YMCA
    235 JEFFERSON STREET
    GREEN BAY,WI543015181     		NONE N/A STRONG KIDS CAMPAIGN SPONSOR 2,500
    GRACE
    1087 KELLOGG STREET
    GREEN BAY,WI54301     		NONE N/A CAPITAL CAMPAIGN 100,000
    AMERICAN FOUNDATION OF COUNSELING SERVICES
    130 E WALNUT STREET
    GREEN BAY,WI54301     		NONE N/A INDEPENDENT LIVING SKILLS SOFTWARE 3,000
    BAY AREA RECREATIONAL CAMPUS LLC
    250 BARVARIAN COURT
    GREEN BAY,WI54302     		NONE N/A CAPITAL CAMPAIGN 25,000
    EXCEPTIONAL EQUESTRIANS
    1130 ORLANDO DRIVE
    GREEN BAY,WI54115     		NONE N/A 2013 CASINO ROYALE EVENT SPONSOR 1,200
    GREEN BAY 218 CLUB
    218 S ONEIDA STREET
    GREEN BAY,WI54303     		NONE N/A NEW HEATING AND COOLING UNIT 4,600
    NWTC
    PO BOX 19042
    GREEN BAY,WI543079042     		NONE N/A HEALTH SCIENCE CENTER 25,000
    WEP INC
    1300 EGG HARBOR ROAD STE 124
    STURGEON BAY,WI54235     		NONE N/A WEB DEVELOPMENT 2,000
    JACKIE NITSCHKE CENTER INC
    630 CHERRY STREET
    GREEN BAY,WI54301     		NONE N/A PROGRAM SUPPORT 25,000
    YMCA
    235 JEFFERSON STREET
    GREEN BAY,WI543015181     		NONE N/A CAMP U-NAH-LI-YA CAPITAL CAMPAIGN 50,000
    BAYSHORE COMMUNITY ACADEMY
    400 MICHIGAN AVENUE
    OCONTO,WI54153     		  N/A OPERATING SUPPORT 2,500
    CAMP TEKAWITHA
    W5248 LAKE DRIVE
    SHAWANO,WI54166     		  N/A CAMP SCHOLARSHIPS 10,000
    Total .................................bullet 3a 1,404,845
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 627,063  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 46,046  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,246,546  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,919,655 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,919,655
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
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    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & ACCOUNTING FEES 4,286 4,286   0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,869,635 2,799,580

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 16,267,387 19,644,489

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    US Government Securities - End of Year Book Value:

    3,122,068
    US Government Securities - End of Year Fair Market Value:

    2,192,638
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRIVATE EQUITY FUND AT COST 825,000 915,797

    TY 2013 LandEtcSchedule2
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 50,801 47,602 3,199  
    LEASEHOLD IMPROVEMENTS 4,125 4,125 0  


    TY 2013 OtherExpensesSchedule
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 11,415 5,708   5,707
    OTHER 21,205 10,603   10,602


    TY 2013 OtherIncomeSchedule2
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 46,046 46,046 46,046


    TY 2013 OtherIncreasesSchedule
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Description Amount
    ADJUSTMENT FOR PRIOR PERIOD UNREALIZED GAINS/LOSSES 111,710


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 165,015 136,047   0


    TY 2013 TaxesSchedule
    Name:
    CORNERSTONE FOUNDATION OF NORTHEASTERN
    WISCONSIN INC
    EIN: 36-2761910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 7,874 1,969   5,905
    EXCISE TAX 17,775 0   0
    FOREIGN TAXES 9,899 9,899   0