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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 10-01-2018 , and ending 09-30-2019
Name of foundation
FRANK G & FRIEDA K BROTZ FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)3518 LAKESHORE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHEBOYGAN, WI53083
A Employer identification number

39-6060552
B Telephone number (see instructions)

(920) 458-2121
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,728,728J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 155 155  
4 Dividends and interest from securities... 488,486 488,486  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 539,974
b Gross sales price for all assets on line 6a 1,966,775
7 Capital gain net income (from Part IV, line 2)... 539,974
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).......      
12 Total. Add lines 1 through 11........ 1,028,615 1,028,615  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,400 4,200   4,200
c Other professional fees (attach schedule).... Click to see attachment 27,976 27,976   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,520 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,735 1,868   1,867
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,631 34,044   6,067
25 Contributions, gifts, grants paid....... 1,913,805 1,913,805
26 Total expenses and disbursements. Add lines 24 and 25 1,973,436 34,044   1,919,872
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -944,821
b Net investment income (if negative, enter -0-) 994,571
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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.............   86,748 86,748
2 Savings and temporary cash investments......... 187,740 5,287 5,287
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.......... 19,200 19,600 19,600
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 5,539,300 Click to see attachment5,372,229 5,563,822
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,067,413 Click to see attachment11,384,968 16,053,271
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,813,653 16,868,832 21,728,728
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 17,813,653 16,868,832
30 Total net assets or fund balances (see instructions)..... 17,813,653 16,868,832
31 Total liabilities and net assets/fund balances (see instructions). 17,813,653 16,868,832
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
17,813,653
2
Enter amount from Part I, line 27a .....................
2
-944,821
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,868,832
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
16,868,832
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 1,877,976   1,426,801 451,175
b 88,799     88,799
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       451,175
b       88,799
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 2 539,974
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 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))
2017 1,591,745 22,382,866 0.071114
2016 1,724,515 21,440,028 0.080434
2015 1,816,345 20,800,481 0.087322
2014 2,217,471 21,892,935 0.101287
2013 2,653,000 22,619,556 0.117288
2
Total of line 1, column (d) .....................
2
0.457445
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.091489
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
21,027,934
5
Multiply line 4 by line 3......................
5
1,923,825
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,946
7
Add lines 5 and 6........................
7
1,933,771
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,919,872
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 19,891
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 19,891
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 19,891
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 19,600
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 291
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
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 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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletJESSE R BROTZ Telephone no.bullet (920) 458-2121

    Located atbullet3518 LAKESHORE ROADSHEBOYGANWI ZIP+4bullet53083
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 instructions ........
    1b
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    STUART W BROTZ PRESIDENT & TREASURER, TRU
    5.00     		0 0 0
    3518 LAKESHORE ROAD
    SHEBOYGAN,WI53083
    JESSE R BROTZ SECRETARY, DIRECTOR, TRUST
    1.00     		0 0 0
    3518 LAKESHORE ROAD
    SHEBOYGAN,WI53083
    ADAM T BROTZ VP, DIRECTOR, TRUSTEE
    1.00     		0 0 0
    3518 LAKESHORE ROAD
    SHEBOYGAN,WI53083
    STUART W BROTZ II TRUSTEE, DIRECTOR
    1.00     		0 0 0
    3518 LAKESHORE ROAD
    SHEBOYGAN,WI53083
    JEFFREY T MOHR TRUSTEE
    1.00     		0 0 0
    3518 LAKESHORE ROAD
    SHEBOYGAN,WI53083
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    21,224,950
    b
    Average of monthly cash balances.......................
    1b
    123,206
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,348,156
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,348,156
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    320,222
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,027,934
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,051,397
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,051,397
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    19,891
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,891
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,031,506
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,031,506
    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
    1,031,506
    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
    1,919,872
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    1,919,872
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,919,872
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,031,506
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 1,541,301
    b From 2014...... 1,170,030
    c From 2015...... 796,870
    d From 2016...... 671,534
    e From 2017...... 492,122
    fTotal of lines 3a through e........ 4,671,857
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,919,872
    a Applied to 2017, 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 2018 distributable amount..... 1,031,506
    e Remaining amount distributed out of corpus 888,366
    5 Excess distributions carryover applied to 2018. 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 5,560,223
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		1,541,301
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		4,018,922
    10 Analysis of line 9:
    a Excess from 2014.... 1,170,030
    b Excess from 2015.... 796,870
    c Excess from 2016.... 671,534
    d Excess from 2017.... 492,122
    e Excess from 2018.... 888,366
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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:
    GRANTS COMMITTEE
    3518 LAKESHORE ROAD
    SHEBOYGAN,WI53083
    (920) 458-2121
    bThe form in which applications should be submitted and information and materials they should include:
    A WRITTEN LETTER GIVING DETAILS OF THE APPLICANT, ITS PURPOSE, ITS INTENDED USE OF ANY GRANT, EVIDENCE THAT SHOWS THE APPLICANT IS QUALIFIED UNDER SECTION 170(C) OF THE INTERNAL REVENUE CODE.
    cAny submission deadlines:
    NONE, THE GRANTS COMMITTEE OF THIS PRIVATE FOUNDATION MEETS PERIODICALLY.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THIS PRIVATE FOUNDATION'S GRANTS ARE MADE TO PUBLIC SUPPORTED 170(C)INTERNAL REVENUE CODE QUALIFIED ORGANIZATIONS; PRIMARILY IN WISCONSIN. NO GRANTS TO INDIVIDUALS OR ORGANIZATIONS THAT REQUIRE "EXPENDITURE RESPONSIBILITY UNDER TREASURY REGULATIONS".
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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
    ABOVE & BEYOND CHILDREN'S MUSEUM
    902 NORTH 8TH ST
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 10,000
    ABOVE & BEYOND CHILDREN'S MUSEUM
    902 NORTH 8TH ST
    SHEBOYGAN,WI53081     		NONE PC FLOORING REPLACEMENT 10,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC
    3501 SOUTH LAKE DR
    MILWAUKEE,WI53207     		NONE PC 2018 CATHOLIC STEWARDSHIP APPEAL 25,000
    AVIATION HERITAGE CENTER OF WISCONSIN
    N6191 RESOURCE DRIVE
    SHEBOYGAN FALLS,WI53085     		NONE PC PLEDGE 5 OF 5-EDUCATIONAL PROGRAMS 10,000
    BIG BROS & BIG SIST OF SHEBOYGAN CTY
    2020 ERIE AVE
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 1 OF 4 - CONTINUED SUPPORT 10,000
    BIG BROS & BIG SIST OF SHEBOYGAN CTY
    2020 ERIE AVE
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 1 OF 4 - DEVELOPMENT PROGRAMS 25,000
    BOOKWORM GARDENS
    1415 CAMPUS DRIVE
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 3 OF 3-STAFF EXPANSION AND SUPPORT 18,000
    BOOKWORM GARDENS
    1415 CAMPUS DRIVE
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 1 OF 3 - INSTALLATION OF BRIDGE 50,000
    BOYS & GIRLS CLUB OF SHEBOYGAN COUNTY
    107 CEDAR ST
    SHEBOYGAN FALLS,WI54085     		NONE PC 8TH ANNUAL LEADERSHUP AWARDS BANQUIET - MAY 14,2019 10,000
    CALVARY CEMETERY INC - HOLY NAME OF JESUS PARISH
    902 NORTH AVE
    SHEBOYGAN,WI53083     		NONE PC RESTORATION OF THE FATHER HAIDER CHAPER 25,000
    CAMP EVERGREEN CORPORATION
    712 RIVERFRONT DR STE 301
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 5,000
    CAPITOL CIVIC CENTRE INC
    PO BOX 399
    MANITOWOC,WI54221     		NONE PC ACT TWO - IMPROVEMENT PROJECT 25,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC
    3501 SOUTH LAKE DR
    MILWAUKEE,WI53207     		NONE PC PLEDGE 3 OF 4-SUPPORT BEHAVIORAL HEALTH COUNSELING & OUTREACH/CASE MANAGEMENT PROGRAMS FOR SHEBOYGAN CITY. 25,000
    CHILDREN'S HOSPITAL FOUNDATION
    9000 W WISCONSIN AVE
    MILWAUKEE,WI53201     		NONE PC PLEDGE 6 OF 7-NEONATAL INTENSIVE CARE UNIT 100,000
    SHEBOYGAN AREA SCHOOL DISTRICT - COMMUNITY RECREATION DEPARTMENT
    830 VIRGINIA AVE
    SHEBOYGAN,WI53081     		NONE PC SUPPORT 2019 SUMMER AND FALL PROGRAMS 500
    CUSTOMFIT
    104 LONG CT
    SHEBOYGAN,WI53081     		NONE PC SCHOLARSHIPS FOR SPECIAL NEEDS 8,000
    DESCALCED CARMELITE FRIARS
    1525 CARMEL RD
    HUBERTUS,WI53033     		NONE PC CONTINUED SUPPORT 500
    DISMAS
    2973 S WENTWORTH AVE
    MILWAUKEE,WI53207     		NONE PC CONTINUED SUPPORT 500
    EDGEWOOD COLLEGE
    1000 EDGEWOOD COLLEGE DR
    MADISON,WI53711     		NONE PC SCHOLARSHIP SUPPORT - GREATER SHEBOYHAN AREA STUDENTS 10,000
    ENVIRONMENTAL PARK TRUST OF SHEBOYGAN COUNTY
    3615 MUELLER RD
    SHEBOYGAN,WI53083     		NONE PC 20TH ANNUAL MAYWOOD EARTH RIDE - SEPT 21,2019 2,000
    FALCON FAMILIES OF SFES INC
    1 ALFRED MILEY AVE
    SHEBOYGAN FALLS,WI53085     		NONE PC REPLACE SHEB. FALLS ELEM. SCHOOL PLAYGROUND 5,000
    FOUNDATION FOR RELIGIOUS RETIREMENT
    3221 S LAKE DRIVE
    ST FRANCIS,WI53235     		NONE PC CONTINUED SUPPORT 1,000
    GIRL SCOUTS OF MANITOU COUNCIL
    5212 WINDWARD COURT
    SHEBOYGAN,WI53083     		NONE PC POOL REPAIR 32,540
    GREAT LAKES SPACEPORT ED FDN INC
    PO BOX 684
    SHEBOYGAN,WI53082     		NONE PC 2019 ROCKETS FOR SCHOOL 10,000
    GREAT MARRIAGES FOR SHEBOYGAN COUNTY
    612 CENTER AVE
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 1 OF 4-CONTINUED SUPPORT 10,000
    HABITAT FOR HUMANITY LAKESIDE
    PO BOX 973
    SHEBOYGAN,WI53082     		NONE PC HOME BUYER PROGRAM 25,000
    HEAR WISCONSIN
    10243 W NATIONAL AVE
    WEST ALLIS,WI53227     		NONE PC CONTINUED SUPPORT 500
    JOHN MICHAEL KOHLER ARTS CENTER INC
    608 NEW YORK AVE
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 3 OF 5-CONTINUED ANNUAL SUPPORT 50,000
    JORDAN'S GUARDIAN ANGELS
    1121 L STREET SUITE 100
    SACRAMENTO,CA95814     		NONE PC CONTINUED SUPPORT 2,000
    JUNIOR ACHIEVEMENT
    11111 WEST LIBERTY DR
    MILWAUKEE,WI53224     		NONE PC CONTINUED SUPPORT 1,000
    K2 ADVENTURES FOUNDATION
    20707 N PIMA ROAD ROOM 130
    SCOTTSDALE,AZ85255     		NONE PC SUMMIT HAPPY HOME IN TANZANIA 10,000
    KOHLER SCHOOL DISTRICT FOUNDATION INC
    333 UPPER ROAD
    KOHLER,WI53044     		NONE PC 13TH ANNUAL FALL FOLLIES FUNDRAISING 10,000
    LAKE COUNTRY ACADEMY
    4101 TECHNOLOGY PARKWAY
    SHEBOYGAN,WI53083     		NONE PC PLEDGE 5 OF 5-EXPANSION CAMPAIGN 50,000
    LAKELAND UNIVERSITY
    PO BOX 359
    SHEBOYGAN,WI53082     		NONE PC PLEDGE 5 OF 9-SHEBOYGAN COUNTY SCHOLARS PROGRAM 50,000
    LAKELAND UNIVERSITY
    PO BOX 359
    SHEBOYGAN,WI53082     		NONE PC MOVERS & SHAKERS GALA EVENT SPONSORSHIP 25,000
    LAKELAND UNIVERSITY
    PO BOX 359
    SHEBOYGAN,WI53082     		NONE PC MOVERS & SHAKERS GALA VOTES FOR ALLIE GARTMANN 25,000
    LAKESHORE COMMUNITY HEALTH CARE INC
    1721 SAEMANN AVE
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 3 OF 3-SUPPORT ALL TOGETHER NOW PROJECT 100,000
    LAKESHORE TECHNICAL COLLEGE
    1290 NORTH AVE
    CLEVELAND,WI53015     		NONE PC PLEGE 3 OF 3-PROMISING FUTURES STUDENT SCHOLARSHIPS 10,000
    LAKESHORE TECHNICAL COLLEGE
    1290 NORTH AVE
    CLEVELAND,WI53015     		NONE PC SUPPORT SCENARIO CITY TRAINING COMPLEX 10,000
    LEUKEMIA AND LYMPHOMA SOCIETY
    6737 W WASHINGTON ST STE 2100
    MILWAUKEE,WI53214     		NONE PC SUPPORT PATIENT ACCESS PROGRAMS 500
    LOVE INC
    W2850 STATE RD 28
    SHEBOYGAN FALLS,WI53085     		NONE PC PLEDGE 1 OF 8-CONTINUED SUPPORT 12,500
    LOVE INC
    W2850 STATE RD 28
    SHEBOYGAN FALLS,WI53085     		NONE PC PLEDGE 6 OF 8-VOLUNTEER MINISTRY COORDINATOR POSITION 12,500
    LOVE INC
    W2850 STATE RD 28
    SHEBOYGAN FALLS,WI53085     		NONE PC PLEDGE 2 OF 2-NEW BUILDING IMPROVEMENTS 25,000
    LUTHERAN HOME FOUNDATION
    7500 W NORTH AVE
    WAUWATOSA,WI53213     		NONE PC LOVE REMEMBERS CAPITAL CAMPAIGN 10,000
    MAKING SPIRITS BRIGHT
    PO BOX 441
    SHEBOYGAN,WI53082     		NONE PC CONTINUED SUPPORT 5,000
    MARIAN UNIVERSITY
    45 S NATIONAL AVE
    FOND DU LAC,WI54935     		NONE PC SUPPORT THE MARIAN FUND 10,000
    MARQUETTE UNIVERSITY LAW SCHOOL
    PO BOX 1881
    MILWAUKEE,WI53201     		NONE PC PLEDGE 6 OF 6-SCHOLARSHIP FUND 25,000
    MEALS ON WHEELS OF SHEBOYGAN CTY INC
    1004 S TAYLOR DR
    SHEBOYGAN,WI53081     		NONE PC BUILD GREENHOUSE 10,000
    MEDICAL COLLEGE OF WISCONSIN INC
    8701 WATERTOWN PLANK RD
    MILWAUKEE,WI53226     		NONE PC PLEDGE 1 OF 4-ANNUAL FUND FOR EXCELLENCE 50,000
    MILWAUKEE COLLEGE PREP
    2449 N 36TH ST
    MILWAUKEE,WI53210     		NONE PC CONTINUED SUPPORT 10,000
    MILWAUKEE PUBLIC TELEVISION
    700 WEST STATE ST
    MILWAUKEE,WI53233     		NONE PC CONTINUED SUPPORT 500
    MILWAUKEE SCHOOL OF ENGINEERING
    1025 NORTH BROADWAY ST
    MILWAUKEE,WI53202     		NONE PC PLEDGE 1 OF 5 - GENERAL OPERATING 10,000
    NEW HOPE PREGNANCY CENTER OF SHEBOYGAN COUNTYANCHOR OF HOPE
    703 N 9TH STREET
    SHEBOYGAN,WI53081     		NONE PC PROGRAM FUNDING 10,000
    NEW LIFE COMMUNITY CHURCH
    PO BOX 112
    PLYMOUTH,WI53073     		NONE PC BUILDING RENOVATIONS 5,000
    NOURISH FARMS INC
    100 ALFRED MILEY AVE
    SHEBOYGAN FALLS,WI53085     		NONE PC PLEDGE 1 OF 5 - CAPITAL CAMPAIGN 50,000
    OPTIMIST CLUB OF SHEBOYGANOPTIMIST INTERNATIONAL FOUNDATION
    4494 LINDELL BLVD
    ST LOUIS,MO63108     		NONE PC BACK TO SCHOOL BASICS SASD 2019 500
    OZAUKEE CHRISTIAN SCHOOL
    341 S DRIES ST
    SAUKVILLE,WI53080     		NONE PC RELOCATE TO A NEW PERMANENT FACILITY 10,000
    PARTNERS FOR COMMUNITY DEVELOPMENT
    1407 SOUTH 13TH STREET
    SHEBOYGAN,WI53081     		NONE PC TRANSLATION, INTERPRETATION, AND ENGLISH CLASSES 5,000
    PLYMOUTH ARTS CENTER
    520 E MILL ST
    PLYMOUTH,WI53073     		NONE PC CAPITAL CAMPAIGN FUND - PAY MORTGAGE DEBT 10,000
    RAWHIDE INC
    E7475 RAWHIDE RD
    NEW LONDON,WI54961     		NONE PC PLEDGE 1 OF 4 - CONTINUED SUPPORT 10,000
    RAWHIDE INC
    E7475 RAWHIDE RD
    NEW LONDON,WI54961     		NONE PC CHAPS EQUINE-ASSISTED SERVICES 25,000
    RCS EMPOWERS
    1607 GEELE AVE
    SHEBOYGAN,WI53083     		NONE PC PLEDGE 1 OF 2 -RCS TRAILSIDE PARK 12,500
    REINS
    PO BOX 68
    SHEBOYGAN FALLS,WI53085     		NONE PC SPONSOR 3 THERAPY HORSES FOR 2019 SEASON 6,525
    RONCALLI HIGH SCHOOL
    2000 MIRRO DR
    MANITOWOC,WI54220     		NONE PC PLEDGE 3 OF 5-CONTINUED SUPPORT 10,000
    SAFE HARBOR OF SHEBOYGAN COUNTY INC
    929 NIAGARA AVE
    SHEBOYGAN,WI53082     		NONE PC CONTINUED SUPPORT 10,000
    SAILING ED ASSN OF SHEBOYGAN
    PO BOX 1317
    SHEBOYGAN,WI53082     		NONE PC SUPPORT YOUTH SAILING 25,000
    SAILING ED ASSN OF SHEBOYGAN
    PO BOX 1317
    SHEBOYGAN,WI53082     		NONE PC PLEDGE 3 OF 4-PURCH PROPERTY AND BUILD 25,000
    SAINT FRANCIS DE SALES SEMINARY
    3257 S LAKE DR
    ST FRANCIS,WI53235     		NONE PC RENOVATION PROJECT 10,000
    SAINT JOSAPHAT BASILICA FOUNDATION
    620 WEST LINCOLN AVE
    MILWAUKEE,WI53215     		NONE PC CONTINUED SUPPORT 500
    SAINT NORBERT COLLEGE
    100 GRANT STREET
    DE PERE,WI54115     		NONE PC PLEDGE 4 OF 5-SUPPORT ST. NORBERT FUND 10,000
    SALVATION ARMY (THE)
    710 PENNSYLVANIA AVE
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 10,000
    SAMARITAN'S HAND INC
    913 N 6TH STREET
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 10,000
    SHARON S RICHARDSON COMMUNITY HOSPICE
    W2850 STATE RD 28
    SHEBOYGAN FALLS,WI53085     		NONE PC 2019 EVENT SPONSORSHIP 25,000
    SHARON S RICHARDSON COMMUNITY HOSPICE
    W2850 STATE RD 28
    SHEBOYGAN FALLS,WI53085     		NONE PC PLEDGE 2 OF 4-10TH ANNIVERSARY & CAPITAL PROGRESS & LEGACY FUND 25,000
    LUTHERAN HIGH SCHOOL OF SHEBOYGAN
    3323 UNIVERSITY DRIVE
    SHEBOYGAN,WI53081     		NONE PC CONDITIONAL PLEDGE - $600,000/4 YEAR - STARTING MAY 2019 150,000
    SHEBOYGAN COUNTY FOOD BANK
    3115 N 21ST SUITE 1
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 1 OF 3 - CONTINUED SUPPORT 20,000
    SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER
    518 WATER STREET
    SHEBOYGAN FALLS,WI53085     		NONE PC CAPITAL CAMPAIGN FOR LARGER FACILITY 25,000
    SHEBOYGAN COUNTY HUMANE SOCIETY
    830 VIRGINIA AVE
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 1 OF 2 - CAPITAL CAMPAIGN FOR NEW BUILDING 100,000
    SHEBOYGAN COUNTY INTERFAITH ORGANIZATION
    PO BOX 73
    SHEBOYGAN,WI53082     		NONE PC CONTINUED SUPPORT 10,000
    SHEBOYGAN COUNTY SHERIFF'S DEPARTMENT
    525 NORTH 6TH STREET
    SHEBOYGAN,WI53081     		NONE GOV WELLNESS CENTER - REPLACE TREADMILL 3,475
    SHEBOYGAN COUNTY SHERIFF'S DEPARTMENT
    525 NORTH 6TH STREET
    SHEBOYGAN,WI53081     		NONE GOV PURCHASE PROTECTIVE HELMETS 2,215
    SHEBOYGAN COUNTY SHERIFF'S DEPARTMENT
    525 NORTH 6TH STREET
    SHEBOYGAN,WI53081     		NONE GOV EXPLORER POST YOUTH PROGRAM 2,500
    SHEBOYGAN COUNTY SHERIFF'S DEPARTMENT
    525 NORTH 6TH STREET
    SHEBOYGAN,WI53081     		NONE GOV ADD A SECOND K9 8,000
    SHEBOYGAN COUNTY YMCA
    PO BOX 609
    SHEBOYGAN,WI53082     		NONE PC 2017 YMCA PARTNER WITH YOUTH PROGRAM 10,000
    SHEBOYGAN FOOD PANTRY
    1946 N 15TH ST
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 5,000
    SHEBOYGAN PUBLIC EDUCATION FOUNDATION
    605 N 8TH ST STE 214
    SHEBOYGAN,WI53081     		NONE PC ANNUAL FUND DRIVE 2018 500
    SHEBOYGAN SERVICE CLUB
    PO BOX 226
    SHEBOYGAN,WI53082     		NONE PC SUPPORT 2019 CHARITY BALL 10,000
    SHEBOYGAN SYMPHONY ORCHESTRA
    830 N 8TH ST
    SHEBOYGAN,WI53081     		NONE PC MY SINATRA FUNDRAISING 10,000
    SHEBOYGAN SYMPHONY ORCHESTRA
    830 N 8TH ST
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 1 OF 4 - 100TH ANNIVERSARY 25,000
    SHEBOYGAN THEATRE COMPANY
    607 S WATER ST
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 2,500
    SHEBOYGAN YOUTH SAILING CLUB INC
    PO BOX 471
    SHEBOYGAN,WI53082     		NONE PC CONTINUED SUPPORT 25,000
    SILVER LAKE COLLEGE
    2406 S ALVERNO RD
    MANITOWOC,WI54220     		NONE PC PLEDGE 3 OF 4-NURSING SCHOLARSHIPS 25,000
    SILVER LAKE COLLEGE
    2406 S ALVERNO RD
    MANITOWOC,WI54220     		NONE PC PRESIDENT'S STRATEGIC INVESTMENT FUND 100,000
    SILVER LAKE COLLEGE
    2406 S ALVERNO RD
    MANITOWOC,WI54220     		NONE PC 13TH ANNUAL SCHOLARSHIP GALA 20,000
    SINSINAWA DOMINICANS
    585 COUNTY RD Z
    SINSINAWA,WI53824     		NONE PC REPLACE ELLIPITAL TRAINER IN/FOR WELLNESS CENTER 2,800
    SPECIAL OLYMPICS WI NORTHEASTERN AREA
    2310 CROSSROADS DR STE 1000
    MADISON,WI53718     		NONE PC 2019 REGION 5 PROGRAMS 2,000
    THEATER FOR YOUNG AUDIENCES
    931 N 8TH ST
    SHEBOYGAN,WI53081     		NONE PC 2018-2018 DISNEY'S NEWSIES SHOW 1,000
    UW - SHEBOYGAN FOUNDATION INC
    ONE UNIVERSITY DR
    SHEBOYGAN,WI53081     		NONE PC 2019-2020 SCIENCE SCHOLARSHIPS 3,750
    WEILL CENTER FOUNDATION
    826 N 8TH ST
    SHEBOYGAN,WI53081     		NONE PC PLEDGE 1 OF 3- DEVELOP BUILDING MAINTENANCE FUND 50,000
    WISCONSIN MARITIME MUSEUM INC
    75 MARITIME DRIVE
    MANITOWOC,WI54220     		NONE PC CONTINUED SUPPORT 2,500
    WISCONSIN MILITARY NETWORK
    1811 KNORR RD
    RANDOM LAKE,WI53075     		NONE PC WARRIORS WEEKEND AT THE WEILL 5,000
    WISCONSIN MILITARY NETWORK
    1811 KNORR RD
    RANDOM LAKE,WI53075     		NONE PC WARRIORS WEEKEND AT THE WEILL-CONDITIONAL 5,000
    WISCONSIN RIGHT TO LIFE EDUCATION FUND
    9730 W BLUEMOUND RD NO 200
    MILWAUKEE,WI53226     		NONE PC CONTINUED SUPPORT 5,000
    Total .................................bullet 3a 1,913,805
    bApproved for future payment
    AVIATION HERITAGE CENTER OF WISCONSIN
    N6191 RESOURCE DRIVE
    SHEBOYGAN FALLS,WI53085     		NONE PC EDUCATIONAL PROGRAMS 50,000
    BIG BROS & BIG SIST OF SHEBOYGAN CTY
    2020 ERIE AVE
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 105,000
    BOOKWORM GARDENS
    1415 CAMPUS DRIVE
    SHEBOYGAN,WI53081     		NONE PC INSTALLATION OF BRIDGE 100,000
    CHILDREN'S HOSPITAL FOUNDATION
    9000 W WISCONSIN AVE
    MILWAUKEE,WI53201     		NONE PC PLEDGE FOR CONTINUED SUPPORT 500,000
    GREAT MARRIAGES FOR SHEBOYGAN COUNTY
    612 CENTER AVE
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 30,000
    LAKE COUNTRY ACADEMY
    4101 TECHNOLOGY PARKWAY
    SHEBOYGAN,WI53083     		NONE PC CONTINUED SUPPORT 125,000
    LAKELAND UNIVERSITY
    PO BOX 359
    SHEBOYGAN,WI53082     		NONE PC CONTINUED SUPPORT 240,000
    LAKESHORE TECHNICAL COLLEGE
    1290 NORTH AVE
    CLEVELAND,WI53015     		NONE PC CONTINUED SUPPORT 30,000
    LOVE INC
    W2850 STATE RD 28
    SHEBOYGAN FALLS,WI53085     		NONE PC CONTINUED SUPPOPRT 87,500
    MEDICAL COLLEGE OF WISCONSIN INC
    8701 WATERTOWN PLANK RD
    MILWAUKEE,WI53226     		NONE PC ANNUAL FUND FOR EXCELLENCE 150,000
    MILWAUKEE SCHOOL OF ENGINEERING
    1025 NORTH BROADWAY ST
    MILWAUKEE,WI53202     		NONE PC GENERAL OPERATING 40,000
    RAWHIDE INC
    E7475 RAWHIDE RD
    NEW LONDON,WI54961     		NONE PC CONTINUED SUPPORT 30,000
    NOURISH FARMS INC
    100 ALFRED MILEY AVE
    SHEBOYGAN FALLS,WI53085     		NONE PC CAPITAL CAMPAIGN 200,000
    RCS EMPOWERS
    1607 GEELE AVE
    SHEBOYGAN,WI53083     		NONE PC RCS TRAILSIDE PARK 12,500
    LUTHERAN HIGH SCHOOL OF SHEBOYGAN
    3323 UNIVERSITY DRIVE
    SHEBOYGAN,WI53081     		NONE PC CONDITIONAL PLEDGE - $600,000/4 YEAR - STARTING MAY 2019 450,000
    SHEBOYGAN COUNTY FOOD BANK
    3115 N 21ST SUITE 1
    SHEBOYGAN,WI53081     		NONE PC CONTINUED SUPPORT 40,000
    SHEBOYGAN COUNTY HUMANE SOCIETY
    830 VIRGINIA AVE
    SHEBOYGAN,WI53081     		NONE PC CAPITAL CAMPAIGN FOR NEW BUILDING 100,000
    WEILL CENTER FOUNDATION
    826 N 8TH ST
    SHEBOYGAN,WI53081     		NONE PC DEVELOP BUILDING MAINTENANCE FUND 100,000
    SHEBOYGAN SYMPHONY ORCHESTRA
    830 N 8TH ST
    SHEBOYGAN,WI53081     		NONE PC 100TH ANNIVERSARY 75,000
    ROCKY KNOLL HEALTH CARE CENTER
    N7135 ROCKY KNOLL PKWY
    PLYMOUTH,WI53073     		NONE GOV HEALTH CARE CENTER PROGRAMS 150,000
    Total .................................bullet 3b 2,615,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 ...........     		    14 155  
    4 Dividends and interest from securities....     14 488,486  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 539,974  
    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 1,028,615 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,028,615
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    FRANK G & FRIEDA K BROTZ FAMILY
     
    FOUNDATION INC
    EIN:
    39-6060552
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 8,400 4,200   4,200

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    FRANK G & FRIEDA K BROTZ FAMILY
     
    FOUNDATION INC
    EIN:
    39-6060552
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VAN- INTERMEDIATE-TERM INV GRADE ADMIRAL 847,718 874,218
    VAN - SHORT-TERM INV GRADE ADMIRAL 1,221,163 1,236,788
    VAN - TOTAL BOND MARKET INDEX FUND ADMIRAL 2,080,133 2,155,330
    VAN - TOTAL INTERNATIONAL BOND INDEX FUND ADM 1,223,215 1,297,486

    TY 2018 InvestmentsOtherSchedule2
    Name:
    FRANK G & FRIEDA K BROTZ FAMILY
     
    FOUNDATION INC
    EIN:
    39-6060552
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VAN - REIT INDEX FUND ADMIRAL AT COST 743,370 917,383
    VAN - TOTAL STOCK MARKET INDEX FUND AT COST 5,955,162 9,186,188
    VAN - INTERNATIONAL GROWTH FUND ADMIRAL AT COST 1,008,650 1,477,490
    VAN - INTERNATIONAL VALUE FUND AT COST 1,223,637 1,489,822
    VAN- TOTAL INTERNATIONAL STOCK INDEX ADMIRAL AT COST 2,454,149 2,982,388

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    FRANK G & FRIEDA K BROTZ FAMILY
     
    FOUNDATION INC
    EIN:
    39-6060552
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERAGE FEES 7,300 7,300   0
    INVESTMENT FEES 20,676 20,676   0


    TY 2018 TaxesSchedule
    Name:
    FRANK G & FRIEDA K BROTZ FAMILY
     
    FOUNDATION INC
    EIN:
    39-6060552
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 19,520 0   0