Form990-PF
Click to see list of attachments

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ROBERT D AND PATRICIA E KERN
FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)W305 S4239 BROOKHILL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAUKESHA, WI53189
A Employer identification number

39-1923558
B Telephone number (see instructions)

(262) 968-6838
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$717,991,169J 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      
4 Dividends and interest from securities... 3,990,683 3,990,683  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,756,095
b Gross sales price for all assets on line 6a 140,692,102
7 Capital gain net income (from Part IV, line 2)... 32,756,095
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 6,733,645 7,325,334 0
12 Total. Add lines 1 through 11........ 43,480,423 44,072,112 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,159,192 135,784 0 1,023,408
14 Other employee salaries and wages...... 3,247,747 26,990 0 3,220,757
15 Pension plans, employee benefits....... 1,323,455 39,439 0 1,284,016
16a Legal fees (attach schedule)......... Click to see attachment 23,861 0 0 15,057
b Accounting fees (attach schedule)....... Click to see attachment 34,955 17,478 0 17,477
c Other professional fees (attach schedule).... Click to see attachment 3,614,826 3,275,450 0 324,713
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 362,680 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 34,367 0 0 34,367
21 Travel, conferences, and meetings....... 645,941 0 0 645,941
22 Printing and publications.......... 3,467 0 0 3,467
23 Other expenses (attach schedule)....... Click to see attachment 2,922,795 0 0 2,922,795
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,373,286 3,495,141 0 9,491,998
25 Contributions, gifts, grants paid....... 54,070,664 54,070,664
26 Total expenses and disbursements. Add lines 24 and 25 67,443,950 3,495,141 0 63,562,662
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,963,527
b Net investment income (if negative, enter -0-) 40,576,971
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. -10,032 49,722 49,722
2 Savings and temporary cash investments......... 4,086,495 8,627,151 8,627,151
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)      
b Investments—corporate stock (attach schedule)....... 350,025,504 Click to see attachment349,031,148 349,031,148
c Investments—corporate bonds (attach schedule)....... 69,742,061 Click to see attachment81,494,977 81,494,977
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 294,570,071 Click to see attachment278,788,171 278,788,171
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) 718,414,099 717,991,169 717,991,169
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 718,414,099 717,991,169
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 718,414,099 717,991,169
30 Total liabilities and net assets/fund balances (see instructions). 718,414,099 717,991,169
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
718,414,099
2
Enter amount from Part I, line 27a .....................
2
-23,963,527
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
23,540,597
4
Add lines 1, 2, and 3 ..........................
4
717,991,169
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 29 .
6
717,991,169
Form 990-PF (2020)
Form 990-PF (2020)
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 VARIOUS STOCKS AND BONDS      
b GAINS REPORTED ON K-1S AND PARTNERSHIPS      
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 132,856,392   107,936,007 24,920,385
b 7,835,710     7,835,710
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       24,920,385
b       7,835,710
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 32,756,095
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 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 564,020
c All other domestic foundations enter 1.39% 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........................... 3 564,020
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- ..... 5 564,020
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 157,648
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 225,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 382,648
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,224
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 182,596
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 2021 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 the instructions
for the 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletWWW.KFFDN.ORG
    14
    The books are in care ofbulletMR MICHAEL W SENSKE Telephone no.bullet (262) 968-6839

    Located atbulletW305 S4239 BROOKHILL ROADWAUKESHAWI ZIP+4bullet53189
    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 2020, 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
     
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    No
    .........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). Click to see attachment
    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
    BODE KYLE R VICE PRESIDENT
    40.00     		299,192 53,626 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    GRABER RICHARD DIRECTOR
    1.00     		1,000 0 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    HANSON GAIL DIRECTOR
    1.00     		3,500 0 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    KERN ROBERT D DIRECTOR & VICE PRESIDENT
    10.00     		0 0 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    PETERSON MARCIA DIRECTOR & CHAIRMAN OF THE BOARD
    10.00     		0 0 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    PIERSON WARREN DIRECTOR
    1.00     		2,000 0 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    RAHN JAMES C DIRECTOR & PRESIDENT
    40.00     		561,138 53,568 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    RAMIREZ AUSTIN DIRECTOR
    1.00     		2,000 0 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    ROELL STEVEN DIRECTOR
    1.00     		2,000 0 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    SENSKE MICHAEL W CFO & TREASURER
    40.00     		285,861 57,000 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    TABAT DAWN DIRECTOR
    1.00     		2,500 0 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    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
    PURVIS ELIZABETH PROGRAM DIRECTOR
    40.00     		241,190 54,292 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    HEATHCOCK JOHN PROGRAM DIRECTOR
    40.00     		224,546 29,064 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    STAWSKI CHRISTOPHER PROGRAM DIRECTOR
    40.00     		180,000 43,793 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    MASON JAY PROGRAM DIRECTOR
    40.00     		160,339 42,788 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    WILKEN KAREN PROGRAM DIRECTOR
    40.00     		161,633 29,096 0
    W305 S4239 BROOKHILL ROAD
    WAUKESHA,WI53189
    Total number of other employees paid over $50,000...................bullet 29
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    PGIM REAL ESTATE INVESTMENT ADVISORY 670,654
    7 GIRALDA FARMS
    MADISON,NJ07940
    PRUDENTIAL PRIVATE CAPITAL PARTNERS INVESTMENT ADVISORY 473,645
    180 N STETSON AVENUE
    CHICAGO,IL60601
    FRED ALGER MANAGEMENT INC INVESTMENT ADVISORY 389,839
    111 FIFTH AVENUE
    NEW YORK,NY10003
    NATIONAL INVESTMENT SERVICES INVESTMENT ADVISORY 313,426
    777 E WISCONSIN AVENUE SUITE 2350
    MILWAUKEE,WI53202
    INVESCO ADVISORS INVESTMENT ADVISORY 307,687
    1555 PEACHTREE STREET NE SUITE 1800
    ATLANTA,GA30309
    Total number of others receiving over $50,000 for professional services.............bullet10
    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 KERN ENGINEERING ENTREPRENEURSHIP NETWORK PROGRAM (KEEN) CONFERENCES - 2 CONFERENCES CONVENED AND SPONSORED BY THE FOUNDATION WITH A TOTAL OF 511 GRANTEES IN ATTENDENCE. 359,644
    2 FWE PROGRAM NETWORK CONFERENCES - HOSTED 0 EVENTS IN 2020. 0
    3 CREATION OF KEEN DIGITAL PLATFORM DESIGN AND MAINTENANCE FOR USE BY THE KEEN NETWORK OF OVER 2000 USERS. 2,373,322
    4 FACULTY DEVELOPMENT - 8 CONFERENCES CONVENED TO TRAIN FACULTY WITHIN THE KEEN NETWORK WITH 192 GRANTEES IN ATTENDANCE. 454,530
    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 (2020)
    Form 990-PF (2020)
    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
    416,627,448
    b
    Average of monthly cash balances.......................
    1b
    264,287
    c
    Fair market value of all other assets (see instructions)................
    1c
    264,655,853
    d
    Total (add lines 1a, b, and c).........................
    1d
    681,547,588
    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
    681,547,588
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,223,214
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    671,324,374
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    33,566,219
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    33,566,219
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    564,020
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    18,347
    c
    Add lines 2a and 2b............................
    2c
    582,367
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,983,852
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    315,944
    5
    Add lines 3 and 4............................
    5
    33,299,796
    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
    33,299,796
    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
    63,562,662
    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
    63,562,662
    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
    63,562,662
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 33,299,796
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 7,075,220
    b From 2016...... 15,796,605
    c From 2017...... 21,076,998
    d From 2018...... 19,009,234
    e From 2019...... 23,200,664
    fTotal of lines 3a through e........ 86,158,721
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 63,562,662
    a Applied to 2019, 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 2020 distributable amount..... 33,299,796
    e Remaining amount distributed out of corpus 30,262,866
    5 Excess distributions carryover applied to 2020. 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 5 116,421,587
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		7,075,220
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		109,346,367
    10 Analysis of line 9:
    a Excess from 2016.... 15,796,605
    b Excess from 2017.... 21,076,998
    c Excess from 2018.... 19,009,234
    d Excess from 2019.... 23,200,664
    e Excess from 2020.... 30,262,866
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    KERN ROBERT D
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY
    98 FULTON STREET EAST
    GRAND RAPIDS,MI49503     		N/A PC FWE FOCUSED PROGRAMMING, CONFERENCES 2,106,000
    AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
    1789 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		N/A PC SUPPORT THE FAITH AND PUBLIC LIFE PROGRAM 1,076,800
    AMERICAN SOCIETY FOR ENGINEERING EDUCATION
    1818 N STREET NW SUITE 600
    WASHINGTON,DC20036     		N/A PF SUPPORT PROGRAM ACTIVITIES TO ADVANCE EM RESOURCES FOR ASEE MEMBERS 150,000
    ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    300 E UNIVERSITY DR
    TEMPE,AZ85281     		N/A PC EMBEDDING EM INSTITUTIONALLY; THRIVECAST PROGRAMMING; ADVANCING CHARACTER EDUCATION 4,108,732
    ARTISTS IN CHRISTIAN TESTIMONY
    PO BOX 1649
    BRENTWOOD,TN37024     		N/A PC FWE FOCUSED CONTENT 71,000
    ASSEMBLIES OF GOD THEOLOGICAL SEMINARY
    1435 NORTH GLENSTONE AVENUE
    SPRINGFIELD,MO65802     		N/A PC GROW APDP 240,000
    ASSOCIATION OF THEOLOGICAL SCHOOLS
    10 SUMMIT PARK DRIVE
    PITTSBURGH,PA15275     		N/A SO SUPPORT ADOPTION OF ACCELERATED PASTORAL DEGREE PROGRAMS 77,500
    AUGSBURG UNIVERSITY
    2211 RIVERSIDE AVE
    MINNEAPOLIS,MN55454     		N/A PC IMPLEMENT APDP 90,000
    AZUSA PACIFIC UNIVERSITY
    PO BOX 7000 901 E ALOSTA AVENUE
    AZUSA,CA91702     		N/A PC GROW APDP 312,088
    BAYLOR UNIVERSITY
    1311 S 5TH ST
    WACO,TX76706     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    BES INC
    131 DARTMOUTH ST FLOOR 3
    BOSTON,MA02116     		N/A PC EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS 225,000
    BIOLA UNIVERSITY INC
    13800 BIOLA AVE
    LA MIRADA,CA90639     		N/A PC GROW APDP 85,165
    BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA
    PO BOX 870142
    TUSCALOOSA,AL35487     		N/A PC SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING 516,299
    BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC
    575 MADISON AVE STE 1006
    NEW YORK,NY10022     		N/A PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 504,210
    BUCKNELL UNIVERSITY
    301 MARKET STREET STE 2
    LEWISBURG,PA17837     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    CALIFORNIA BAPTIST UNIVERSITY
    8432 MAGNOLIA AVE
    RIVERSIDE,CA92504     		N/A PC IMPLEMENT APDP 100,000
    CAMPBELL UNIVERSITY INC
    450 LESLIE CAMPBELL AVE
    BUIS CREEK,NC27506     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    CATHOLIC MEMORIAL HIGH SCHOOL OF WAUKESHA INC
    221 SOUTH HARTWELL AVENUE
    WAUKESHA,WI53186     		N/A PC OPERATING EXPENSES 25,000
    CENTER FOR URBAN TEACHING INC
    2600 W WISCONSIN AVENUE
    MILWAUKEE,WI53233     		N/A PC SUPPORT LEADERSHIP DEVELOPMENT PROGRAM 540,000
    CHARACTER LAB INC
    3675 MARKET STREET SUITE 200
    PHILADELPHIA,PA19104     		N/A PC CHARACTER FOCUSED CONTENT AND PROGRAMMING 242,094
    CHARTER FUND INC
    10901 W 120TH AVE SUITE 450
    BROOMFIELD,CO80021     		N/A POF IMPACT-CHARACTER-CTE INTEGRATION 6,000,000
    COLONIAL WILLIAMSBURG FOUNDATION
    PO BOX 1776
    WILLIAMSBURG,VA23187     		N/A PC SUPPORT HISTORICAL CHARACTER ACTORS 200,000
    COMMON SENSE MEDIA
    650 TOWNSEND SUITE 375
    SAN FRANCISCO,CA94103     		N/A PC ENHANCE DIGITAL CITIZENSHIP CURRICULUM 400,000
    CONCORDIA COLLEGE AT BRONXVILLE
    171 WHITE PLAINS RD
    BRONXVILLE,NY10708     		N/A PC IMPLEMENT APDP 62,454
    CONCORDIA UNIVERSITY
    1530 CONCORDIA WEST
    IRVINE,CA92612     		N/A PC IMPLEMENT APDP 112,000
    CROWN COLLEGE
    8700 COLLEGE VIEW DRIVE
    ST BONIFACIUS,MN55375     		N/A PC GROW APDP 100,000
    DANIELSON GROUP INC
    1720 WEST DIVISION
    CHICAGO,IL60622     		N/A PC SUPPORT FOR UPDATING THE DANIELSON FRAMEWORK 168,000
    DORAL COLLEGE INC
    11100 NW 27TH ST BLDG C-109
    DORAL,FL33172     		N/A PC CREATE MODEL ON ETHICAL AND CHARACTER EDUCATION 334,500
    DUKE UNIVERSITY
    146 LANGFORD BUILDING PO BOX 90968
    DURHAM,NC27708     		N/A PC IMPLEMENT APDP; STUDENT DESIGN PROJECTS 754,887
    EDITORIAL PROJECTS IN EDUCATION INC
    6935 ARLINGTON ROAD SUITE 100
    BETHESDA,MD20814     		N/A PC EDUCATION WEEK TO ADVANCE PRACTICAL WISDOM 150,000
    EMMANUEL ACADEMIES INC
    777 MOORING LINE DR
    NAPLES,FL34102     		N/A PC FWE PROGRAMMING 25,000
    EMMANUEL EVANGELICAL LUTHERAN CHURCH
    777 MOORING LINE DR
    NAPLES,FL34102     		N/A PC IMPLEMENT APDP 50,000
    ERSKINE COLLEGE
    2 WASHINGTON ST
    DUE WEST,SC29639     		N/A PC IMPLEMENT APDP 97,600
    FLORIDA INSTITUTE OF TECHNOLOGY INC
    150 WEST UNIVERSITY BOULEVARD
    MELBOURNE,FL32901     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; TOOLS FOR "PROTOTYPING WITH A PURPOSE" 220,000
    FRANKLIN W OLIN COLLEGE OF ENGINEERING INC
    1000 OLIN WAY
    NEEDHAM,MA02492     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 48,000
    GEORGE FOX UNIVERSITY
    414 N MERIDIAN ST
    NEWBERG,OR97132     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 20,000
    GEORGIA TECH RESEARCH CORPORATION
    800 WEST PEACHTREE STREET NW-ROOM
    4428
    ATLANTA,GA30308     		N/A SO ENHANCE AND ADVANCE KEEN MISSION 25,000
    GORDON COLLEGE
    255 GRAPEVINE ROAD
    WENHAM,MA01984     		N/A PC IMPLEMENT APDP 114,000
    GPS EDUCATION PARTNERS INC
    20633 WATERTOWN CT SUITE 202
    BROOKFIELD,WI53186     		N/A PC OPERATING EXPENSES 25,000
    GRACE SCHOOLS
    200 SEMINARY DR
    WINONA LAKE,IN46590     		N/A PC IMPLEMENT APDP 102,500
    GRAND CANYON UNIVERSITY
    3300 W CAMELBACK RD
    PHOENIX,AZ85017     		N/A PC IMPLEMENT APDP 540,000
    GREATHEARTS FOUNDATION
    4801 EAST WASHINGTON ST STE 250
    PHOENIX,AZ85034     		N/A SO SUPPORT THE VIRTUE LEADERSHIP PROGRAM 672,444
    HOPE INSTITUTE
    800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		N/A PC ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY 270,000
    HYDE PARK INSTITUTE
    1407 E 60THSTREET
    CHICAGO,IL60637     		N/A PC SUPPORT OF SCHOLARS IN ETHICS AND MEDICINE, CHICAGO MORAL PHIL PROJ., VIRTUE AND THE GOOD LIFE 200,000
    IN MEDIAS RES
    PO BOX 400816
    CHARLOTTESVILLE,VA22904     		N/A PC SUPPORT A POSTDOCTORAL FELLOW AT THE ADVANCED STUDIES IN CULTURE FOUNDATION AT UVA 150,000
    INDIANA UNIVERSITY
    107 S INDIANA AVENUE
    BLOOMINGTON,IN47405     		N/A GOV EVALUATION OF FACULTY DEVELOPMENT 300,000
    INDIANA WESLEYAN UNIVERSITY
    4201 S WASHINGTON STREET
    MARION,IN46953     		N/A PC GROW APDP 26,500
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD SUITE 900
    ARLINGTON,VA22203     		N/A PC OPERATING EXPENSES 500,000
    JAMES MADISON UNIVERSITY FOUNDATION INC
    1320 S MAIN STREET
    HARRISONBURG,VA22807     		N/A PC DEVELOP AND ENHANCE EM STUDENT EXPERIENCES 151,180
    JOHN JAY INSTITUTE FOR FAITH SOCIETY AND LAW INC
    PO BOX 28221
    PHILADELPHIA,PA19131     		N/A PC SCHOLAR SUPPORT 50,000
    LATIN AMERICAN BIBLE INSTITUTE COLLEGE
    14209 E LOMITAS
    LA PUENTE,CA91746     		N/A PC IMPLEMENT APDP 125,000
    LAWRENCE TECHNOLOGICAL UNIVERSITY
    21000 WEST TEN MILE ROAD
    SOUTHFIELD,MI48075     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    LEGATUM INSTITUTE FOUNDATION
    11 CHARLES STREET
    LONDON,LONDONW1J 5DW
    UK     		N/A PC FORUM US PILOT 100,000
    LIBERTAS SCHOOL
    3777 EDENBURG DR
    MEMPHIS,TN38127     		N/A PC SUPPORT THE EXPANSION OF THE LMTR PROGRAM 150,000
    LIPSCOMB UNIVERSITY
    ONE UNIVERSITY PARK DRIVE
    NASHVILLE,TN37204     		N/A PC INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM 500,000
    LUTHERAN URBAN MISSION INITIATIVE INC
    8242 N GRANVILLE RD
    MILWAUKEE,WI53224     		N/A PC OPERATING EXPENSES 25,000
    MARQUETTE UNIVERSITY
    1250 W WISCONSIN AVE
    MILWAUKEE,WI53233     		N/A PC KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 240,000
    MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC
    5001 N OAK TRAFFICWAY
    KANSAS CITY,MO64118     		N/A PC GROW APDP 123,000
    MILWAUKEE RESCUE MISSION
    830 NORTH 19TH STREET
    MILWAUKEE,WI53233     		N/A PC OPERATING EXPENSES 25,000
    MILWAUKEE SCHOOL OF ENGINEERING
    1025 NORTH BROADWAY
    MILWAUKEE,WI52303     		N/A PC CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; RESIDENCE HALL EXPANSION; EM FACULTY DEVELOPMENT TRAINING 5,610,000
    MISSION TO NORTH AMERICA
    PO BOX 890233
    CHARLOTTE,NC28289     		N/A PC OPERATING EXPENSES 25,000
    MONTANA STATE UNIVERSITY
    201 MONTANA HALL PO BOX 172440
    BOZEMAN,MT59717     		N/A GOV ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    MONTROSE FOUNDATION INC
    29 NORTH STREET
    MEDFIELD,MA02052     		N/A PC SUPPORT PRACTICAL WISDOM PROTOCOLS 150,000
    MTF FUND
    10901 LOWELL AVE SUITE 130
    OVERLAND PARK,KS66210     		N/A SO SUPPORT THE GROWTH AND IMPACT OF MTF 5,496,047
    NATIONAL COLLEGIATE INVENTORS & INNOVATORS ALLIANCE
    100 VENTURE WAY
    HADLEY,MA01035     		N/A PC SUPPORT EM AND SUSTAINABILITY FACULTY DEVELOPMENT WORKSHOPS 119,500
    NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING
    1801 WEST END AVENUE SUITE 920
    NASHVILLE,TN37203     		N/A PC ACCELERATING CHARACTER EDUCATION FOR LEADERS 1,226,867
    NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY
    3939 GENTILLY BLVD
    NEW ORLEANS,LA70126     		N/A PC IMPLEMENT APDP 90,000
    NORTH AMERICAN BAPTIST SEMINARY AKA SIOUX FALLS SEMINARY
    2100 SOUTH SUMMIT AVENUE
    SIOUX FALLS,SD57105     		N/A PC IMPLEMENT APDP 65,000
    NORTH CENTRAL COLLEGE
    30 NORTH BAINARD ST
    NAPERVILLE,IL60540     		N/A PC CHARACTER EDUCATION PROJECT 650,000
    NORTHERN BAPTIST THEOLOGICAL SEMINARY
    410 WARRENVILLE RD
    LISLE,IL60532     		N/A PC IMPLEMENT APDP 99,117
    OHIO NORTHERN UNIVERSITY
    525 SOUTH MAIN STREET
    ADA,OH45810     		N/A PC INFUSE EM INTO PROGRAMMING; ADVANCE KEEN NETWORK 260,000
    OHIO STATE UNIVERSITY FOUNDATION
    281 W LANE AVE
    COLUMBUS,OH43210     		N/A PC ENHANCE KEEN APPLICATION; INNOVATION FELLOWS 541,700
    PALM BEACH ATLANTIC UNIVERSITY INC
    901 S FLAGLER DR
    WEST PALM BEACH,FL33401     		N/A PC GROW APDP 111,000
    PARENT CHOICE INC
    350 BISHOPS WAY SUITE 104
    BROOKFIELD,WI53005     		N/A SO OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE 295,000
    PBS FOUNDATION
    2100 CRYSTAL DRIVE
    ARLINGTON,VA22202     		N/A SO DEVELOPMENT OF KEN BURNS FILM; NATIONAL PBS KIDS CHARACTER EDUCATION AWARENESS CAMPAIGN; PBS KIDS CONTENT 1,003,518
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		N/A PC OPERATING SUPPORT; SUPPORT FOR CONVENING ON PHILANTHROPY IN MEDICAL EDUCATION 150,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 415649
    BOSTON,MA02241     		N/A PC HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS 783,866
    PROJECT LEAD THE WAY INC
    3939 PRIORITY WAY SOUTH DRIVE SUITE
    400
    INDIANAPOLIS,IN46240     		N/A PC CURRICULUM MAP 100,000
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA
    351 MCCORMICK RD BOX 400235
    CHARLOTTESVILLE,VA22904     		N/A PC EMBED CHARACTER FORMATION INTO UVA LAUNCHPAD 150,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
    UNIVERSITY OF CALIFORNIA BERKELEY
    MC 6070
    BERKELEY,CA94720     		N/A PC SUPPORT FOR THE GREATER GOOD SCIENCE CENTER 250,000
    RELAY GRADUATE SCHOOL OF EDUCATION
    25 BROADWAY 3RD FLOOR
    NEW YORK,NY10004     		N/A PC EXPAND UPON PROGRAM OFFERINGS VIA THE EDUCATOR SUMMIT; REGIONAL LEADERSHIP SUPPORT 624,082
    ROCHESTER INSTITUTE OF TECHNOLOGY
    1 LOMB MEMORIAL DR
    ROCHESTER,NY14623     		N/A PC KEEN IMPLEMENTATION 110,000
    ROSE-HULMAN INSTITUTE OF TECHNOLOGY
    5500 WABASH AVENUE
    TERRE HAUTE,IN47803     		N/A PC TOOLS/RESOURCES TO PROMOTE EM 83,920
    ROWAN UNIVERSITY FOUNDATION INC
    201 MULLICA HILL RD
    GLASSBORO,NJ08028     		N/A PC EM DIRECT ASSESSMENT TOOL; KEEN IMPLEMENTATION 142,180
    SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY
    PO BOX 1889
    WAKE FOREST,NC27588     		N/A PC GROW APDP 82,437
    ST MARY'S UNIVERSITY OF MINNESOTA
    700 TERRACE HEIGHTS
    WINONA,MN55987     		N/A PC SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM 668,960
    ST AUGUSTINE PREPARATORY ACADEMY INC
    2607 S 5TH STREET
    MILWAUKEE,WI53207     		N/A PC OPERATING EXPENSES 25,000
    ST LOUIS UNIVERSITY
    221 N GRAND BLVD
    ST LOUIS,MO63103     		N/A PC EM IN CORE SCIENCE/MATH PROGRAMMING 180,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		N/A PC SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING 850,000
    THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
    6823 ST CHARLES AVE
    NEW ORLEANS,LA70118     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    THE CEDARVILLE UNIVERSITY
    251 N MAIN STREET
    CEDARVILLE,OH45314     		N/A PC GROW APDP 83,000
    THE GOSPEL COALITION INC
    2065 HALF DAY RD
    DEERFIELD,IL60015     		N/A PC SUPPORT FWE CONTENT 200,000
    THE MEDICAL COLLEGE OF WISCONSIN INC
    8701 WATERTOWN PLANK ROAD
    MILWAUKEE,WI53226     		N/A PC KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK 3,450,000
    THE UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVENUE
    KNOXVILLE,TN37921     		N/A PC INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP 183,282
    TRINITY BIBLE COLLEGE INC
    50 SIXTH AVE S
    ELLENDALE,ND58436     		N/A PC IMPLEMENT APDP 100,000
    TRINITY INTERNATIONAL UNIVERSITY
    2065 HALF DAY RD
    DEERFIELD,IL60015     		N/A PC OIKONOMIA NETWORK SUPPORT 570,000
    TRUSTEES OF BOSTON UNIVERSITY
    ONE SILBER WAY
    BOSTON,MA02215     		N/A PC NETWORK DEVELOPMENT 236,270
    UNCOMMON SCHOOLS INC
    RHF 826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003     		N/A PC DEAN OF STUDENTS CURRICULUM 130,000
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK
    DAYTON,OH45469     		N/A PC CURRICULUM CREATION; PILOT FOR NETWORK DISSEMINATION 200,000
    UNIVERSITY OF MISSOURI
    201 EDUCATION ADMIN BLDG 7800
    NATURAL BRIDGE RD
    ST LOUIS,MO63121     		N/A GOV PHD LEVEL CHARACTER DEVELOPMENT SCHOLAR; SUPPORT CHARACTER EDUCATION FOR K-12 LEADER 1,615,549
    UNIVERSITY OF NEW HAVEN
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    148 ROSENAU HALL CB 7431
    CHAPEL HILL,NC27599     		N/A PC CONVENE EMERGING/NEW ENGINEERING PROGRAMS 200,000
    UNIVERSITY OF NORTHERN IOWA FOUNDATION
    213 EAST BARTLETT HALL
    CEDAR FALLS,IA50614     		N/A PC ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION 150,000
    UNIVERSITY OF PORTLAND
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    UNIVERSITY OF SAN DIEGO
    5998 ALCALA PARK
    SAN DIEGO,CA92110     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    UNIVERSITY OF ST THOMAS
    2115 SUMMIT AVENUE
    SAINT PAUL,MN55105     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    UNIVERSITY OF TENNESSEE
    302 BAILEY EDUCATION COMPLEX 1126
    VOLUNTEER BOULEVARD
    KNOXVILLE,TN37996     		N/A GOV PRINCIPAL DEVELOPMENT FOR RURAL LEADERS 147,591
    VALOR COLLEGIATE ACADEMIES
    4527 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		N/A PC CODIFICATION & IMPLEMENTATION OF COMPASS CURRICULA 280,000
    VANDERBILT UNIVERSITY
    110 MAGNOLIA CIRCLE
    NASHVILLE,TN37203     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    VILLANOVA UNIVERSITY
    800 LANCASTER AVENUE
    VILLANOVA,PA19085     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    WAKE FOREST UNIVERSITY
    1834 WAKE FOREST ROAD
    WINSTONSALEM,NC27106     		N/A PC KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 320,000
    WARTBURG COLLEGE
    100 WARTBURG COLLEGE
    WAVERLY,IA50677     		N/A PC IMPLEMENT APDP 130,000
    WESTERN NEW ENGLAND UNIVERSITY
    1215 WILBRAHAM ROAD
    SPRINGFIELD,MA01119     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    WGU ADVANCEMENT
    4001 S 700 EAST 700
    SALT LAKE CITY,UT84107     		N/A SO SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING FOR EDUCATIONAL LEADERS AND TEACHERS 1,275,705
    WHEATON COLLEGE
    501 COLLEGE AVENUE
    WHEATON,IL60188     		N/A PC FWE PROGRAMMING 100,000
    WICHITA STATE UNIVERSITY
    1845 FAIRMOUNT ST
    WICHITA,KS67260     		N/A GOV ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    WILLIAM JESSUP UNIVERSITY
    2121 UNIVERSITY AVENUE
    ROCKLIN,CA95765     		N/A PC IMPLEMENT APDP 133,120
    WINDRIDER INSTITUTE INC
    PO BOX 1640
    EAGLE,ID83616     		N/A POF CONTENT CREATION 151,000
    WISCONSIN INSTITUTE FOR LAW & LIBERTY INC
    330 E KILBOURN SUITE 725
    MILWAUKEE,WI53202     		N/A PC OPERATING EXPENSES 695,000
    WORCESTER POLYTECHNIC INSTITUTE
    100 INSTITUTE ROAD WASHBURN 216 C
    WORCESTER,MA01609     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    Total .................................bullet 3a 54,070,664
    bApproved for future payment
    ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
    300 E UNIVERSITY DR
    TEMPE,AZ85281     		N/A PC EMBEDDING EM INSTITUTIONALLY; THRIVECAST PROGRAMMING; ADVANCING CHARACTER EDUCATION 800,000
    ASSEMBLIES OF GOD THEOLOGICAL SEMINARY
    1435 NORTH GLENSTONE AVENUE
    SPRINGFIELD,MO65802     		N/A PC GROW APDP 355,000
    AUGSBURG UNIVERSITY
    2211 RIVERSIDE AVE
    MINNEAPOLIS,MN55454     		N/A PC IMPLEMENT APDP 229,454
    AZUSA PACIFIC UNIVERSITY
    PO BOX 7000 901 E ALOSTA AVENUE
    AZUSA,CA91702     		N/A PC GROW APDP 405,833
    BIOLA UNIVERSITY INC
    13800 BIOLA AVE
    LA MIRADA,CA90639     		N/A PC GROW APDP 585,112
    BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA
    PO BOX 870142
    TUSCALOOSA,AL35487     		N/A PC SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING 1,586,846
    BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC
    575 MADISON AVE STE 1006
    NEW YORK,NY10022     		N/A PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 1,507,420
    CALIFORNIA BAPTIST UNIVERSITY
    8432 MAGNOLIA AVE
    RIVERSIDE,CA92504     		N/A PC IMPLEMENT APDP 384,000
    CENTER FOR URBAN TEACHING INC
    2600 W WISCONSIN AVENUE
    MILWAUKEE,WI53233     		N/A PC SUPPORT LEADERSHIP DEVELOPMENT PROGRAM 360,000
    CONCORDIA COLLEGE AT BRONXVILLE
    171 WHITE PLAINS RD
    BRONXVILLE,NY10708     		N/A PC IMPLEMENT APDP 45,137
    CONCORDIA UNIVERSITY
    1530 CONCORDIA WEST
    IRVINE,CA92612     		N/A PC IMPLEMENT APDP 239,000
    CROWN COLLEGE
    8700 COLLEGE VIEW DRIVE
    ST BONIFACIUS,MN55375     		N/A PC GROW APDP 200,000
    DUKE UNIVERSITY
    146 LANGFORD BUILDING PO BOX 90968
    DURHAM,NC27708     		N/A PC IMPLEMENT APDP; STUDENT DESIGN PROJECTS 2,195,000
    EMMANUEL EVANGELICAL LUTHERAN CHURCH
    777 MOORING LINE DR
    NAPLES,FL34102     		N/A PC IMPLEMENT APDP 239,000
    ERSKINE COLLEGE
    2 WASHINGTON ST
    DUE WEST,SC29639     		N/A PC IMPLEMENT APDP 292,800
    FLORIDA INSTITUTE OF TECHNOLOGY INC
    150 WEST UNIVERSITY BOULEVARD
    MELBOURNE,FL32901     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; TOOLS FOR "PROTOTYPING WITH A PURPOSE" 145,000
    GORDON COLLEGE
    255 GRAPEVINE ROAD
    WENHAM,MA01984     		N/A PC IMPLEMENT APDP 456,000
    GRACE SCHOOLS
    200 SEMINARY DR
    WINONA LAKE,IN46590     		N/A PC IMPLEMENT APDP 205,000
    GRAND CANYON UNIVERSITY
    3300 W CAMELBACK RD
    PHOENIX,AZ85017     		N/A PC IMPLEMENT APDP 2,160,000
    GREATHEARTS FOUNDATION
    4801 EAST WASHINGTON ST STE 250
    PHOENIX,AZ85034     		N/A SO SUPPORT THE VIRTUE LEADERSHIP PROGRAM 898,218
    HOPE INSTITUTE
    800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		N/A PC ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY 390,000
    INDIANA WESLEYAN UNIVERSITY
    4201 S WASHINGTON STREET
    MARION,IN46953     		N/A PC GROW APDP 1,609,500
    LATIN AMERICAN BIBLE INSTITUTE COLLEGE
    14209 E LOMITAS
    LA PUENTE,CA91746     		N/A PC IMPLEMENT APDP 124,000
    LEGATUM INSTITUTE FOUNDATION
    11 CHARLES STREET
    LONDON,LONDONW1J 5DW
    UK     		N/A PC FORUM US PILOT 100,000
    LIPSCOMB UNIVERSITY
    ONE UNIVERSITY PARK DRIVE
    NASHVILLE,TN37204     		N/A PC INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM 991,970
    MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC
    5001 N OAK TRAFFICWAY
    KANSAS CITY,MO64118     		N/A PC GROW APDP 77,000
    MILWAUKEE SCHOOL OF ENGINEERING
    1025 NORTH BROADWAY
    MILWAUKEE,WI52303     		N/A PC CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; RESIDENCE HALL EXPANSION; EM FACULTY DEVELOPMENT TRAINING 550,000
    NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING
    1801 WEST END AVENUE SUITE 920
    NASHVILLE,TN37203     		N/A PC ACCELERATING CHARACTER EDUCATION FOR LEADERS 620,122
    NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY
    3939 GENTILLY BLVD
    NEW ORLEANS,LA70126     		N/A PC IMPLEMENT APDP 216,500
    NORTH AMERICAN BAPTIST SEMINARY AKA SIOUX FALLS SEMINARY
    2100 SOUTH SUMMIT AVENUE
    SIOUX FALLS,SD57105     		N/A PC IMPLEMENT APDP 195,000
    NORTH CENTRAL COLLEGE
    30 NORTH BAINARD ST
    NAPERVILLE,IL60540     		N/A PC CHARACTER EDUCATION PROJECT 1,279,523
    NORTHERN BAPTIST THEOLOGICAL SEMINARY
    410 WARRENVILLE RD
    LISLE,IL60532     		N/A PC IMPLEMENT APDP 198,234
    OHIO NORTHERN UNIVERSITY
    525 SOUTH MAIN STREET
    ADA,OH45810     		N/A PC INFUSE EM INTO PROGRAMMING; ADVANCE KEEN NETWORK 250,000
    PALM BEACH ATLANTIC UNIVERSITY INC
    901 S FLAGLER DR
    WEST PALM BEACH,FL33401     		N/A PC GROW APDP 333,000
    PARENT CHOICE INC
    350 BISHOPS WAY SUITE 104
    BROOKFIELD,WI53005     		N/A SO OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE 250,000
    PBS FOUNDATION
    2100 CRYSTAL DRIVE
    ARLINGTON,VA22202     		N/A SO DEVELOPMENT OF KEN BURNS FILM; NATIONAL PBS KIDS CHARACTER EDUCATION AWARENESS CAMPAIGN; PBS KIDS CONTENT 3,003,518
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 415649
    BOSTON,MA02241     		N/A PC HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS 1,133,037
    PROJECT LEAD THE WAY INC
    3939 PRIORITY WAY SOUTH DRIVE SUITE
    400
    INDIANAPOLIS,IN46240     		N/A PC CURRICULUM MAP 300,000
    RELAY GRADUATE SCHOOL OF EDUCATION
    25 BROADWAY 3RD FLOOR
    NEW YORK,NY10004     		N/A PC EXPAND UPON PROGRAM OFFERINGS VIA THE EDUCATOR SUMMIT; REGIONAL LEADERSHIP SUPPORT 1,248,164
    ROWAN UNIVERSITY FOUNDATION INC
    201 MULLICA HILL RD
    GLASSBORO,NJ08028     		N/A PC EM DIRECT ASSESSMENT TOOL; KEEN IMPLEMENTATION 367,461
    SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY
    PO BOX 1889
    WAKE FOREST,NC27588     		N/A PC GROW APDP 82,437
    ST MARY'S UNIVERSITY OF MINNESOTA
    700 TERRACE HEIGHTS
    WINONA,MN55987     		N/A PC SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM 675,183
    ST LOUIS UNIVERSITY
    221 N GRAND BLVD
    ST LOUIS,MO63103     		N/A PC EM IN CORE SCIENCE/MATH PROGRAMMING 212,226
    THE CEDARVILLE UNIVERSITY
    251 N MAIN STREET
    CEDARVILLE,OH45314     		N/A PC GROW APDP 255,000
    THE GOSPEL COALITION INC
    2065 HALF DAY RD
    DEERFIELD,IL60015     		N/A PC SUPPORT FWE CONTENT 228,866
    THE UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVENUE
    KNOXVILLE,TN37921     		N/A PC INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP 307,595
    TRINITY INTERNATIONAL UNIVERSITY
    2065 HALF DAY RD
    DEERFIELD,IL60015     		N/A PC OIKONOMIA NETWORK SUPPORT 180,000
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK
    DAYTON,OH45469     		N/A PC CURRICULUM CREATION; PILOT FOR NETWORK DISSEMINATION 450,000
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    148 ROSENAU HALL CB 7431
    CHAPEL HILL,NC27599     		N/A PC CONVENE EMERGING/NEW ENGINEERING PROGRAMS 199,965
    UNIVERSITY OF NORTHERN IOWA FOUNDATION
    213 EAST BARTLETT HALL
    CEDAR FALLS,IA50614     		N/A PC ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION 88,940
    WAKE FOREST UNIVERSITY
    1834 WAKE FOREST ROAD
    WINSTONSALEM,NC27106     		N/A PC KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 257,140
    WARTBURG COLLEGE
    100 WARTBURG COLLEGE
    WAVERLY,IA50677     		N/A PC IMPLEMENT APDP 271,403
    WGU ADVANCEMENT
    4001 S 700 EAST 700
    SALT LAKE CITY,UT84107     		N/A SO SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING FOR EDUCATIONAL LEADERS AND TEACHERS 3,542,915
    WILLIAM JESSUP UNIVERSITY
    2121 UNIVERSITY AVENUE
    ROCKLIN,CA95765     		N/A PC IMPLEMENT APDP 169,036
    WINDRIDER INSTITUTE INC
    PO BOX 1640
    EAGLE,ID83616     		N/A POF CONTENT CREATION 259,000
    Total .................................bullet 3b 33,705,555
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 3,990,683  
    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 32,756,095  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		900099 -907,633 14 7,325,334  
    bPRIOR YEAR GRANT REFUND         315,944
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -907,633 44,072,112 315,944
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    43,480,423
    (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.)
    11B PRIOR YEAR GRANT REFUND
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY98 FULTON STREET EAST
    GRAND RAPIDS,MI49503     		N/A PC FWE FOCUSED PROGRAMMING, CONFERENCES 2,106,000
    AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH1789 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		N/A PC SUPPORT THE FAITH AND PUBLIC LIFE PROGRAM 1,076,800
    AMERICAN SOCIETY FOR ENGINEERING EDUCATION1818 N STREET NW SUITE 600
    WASHINGTON,DC20036     		N/A PF SUPPORT PROGRAM ACTIVITIES TO ADVANCE EM RESOURCES FOR ASEE MEMBERS 150,000
    ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY300 E UNIVERSITY DR
    TEMPE,AZ85281     		N/A PC EMBEDDING EM INSTITUTIONALLY; THRIVECAST PROGRAMMING; ADVANCING CHARACTER EDUCATION 4,108,732
    ARTISTS IN CHRISTIAN TESTIMONYPO BOX 1649
    BRENTWOOD,TN37024     		N/A PC FWE FOCUSED CONTENT 71,000
    ASSEMBLIES OF GOD THEOLOGICAL SEMINARY1435 NORTH GLENSTONE AVENUE
    SPRINGFIELD,MO65802     		N/A PC GROW APDP 240,000
    ASSOCIATION OF THEOLOGICAL SCHOOLS10 SUMMIT PARK DRIVE
    PITTSBURGH,PA15275     		N/A SO SUPPORT ADOPTION OF ACCELERATED PASTORAL DEGREE PROGRAMS 77,500
    AUGSBURG UNIVERSITY2211 RIVERSIDE AVE
    MINNEAPOLIS,MN55454     		N/A PC IMPLEMENT APDP 90,000
    AZUSA PACIFIC UNIVERSITYPO BOX 7000 901 E ALOSTA AVENUE
    AZUSA,CA91702     		N/A PC GROW APDP 312,088
    BAYLOR UNIVERSITY1311 S 5TH ST
    WACO,TX76706     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    BES INC131 DARTMOUTH ST FLOOR 3
    BOSTON,MA02116     		N/A PC EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS 225,000
    BIOLA UNIVERSITY INC13800 BIOLA AVE
    LA MIRADA,CA90639     		N/A PC GROW APDP 85,165
    BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMAPO BOX 870142
    TUSCALOOSA,AL35487     		N/A PC SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING 516,299
    BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC575 MADISON AVE STE 1006
    NEW YORK,NY10022     		N/A PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 504,210
    BUCKNELL UNIVERSITY301 MARKET STREET STE 2
    LEWISBURG,PA17837     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    CALIFORNIA BAPTIST UNIVERSITY8432 MAGNOLIA AVE
    RIVERSIDE,CA92504     		N/A PC IMPLEMENT APDP 100,000
    CAMPBELL UNIVERSITY INC450 LESLIE CAMPBELL AVE
    BUIS CREEK,NC27506     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    CATHOLIC MEMORIAL HIGH SCHOOL OF WAUKESHA INC221 SOUTH HARTWELL AVENUE
    WAUKESHA,WI53186     		N/A PC OPERATING EXPENSES 25,000
    CENTER FOR URBAN TEACHING INC2600 W WISCONSIN AVENUE
    MILWAUKEE,WI53233     		N/A PC SUPPORT LEADERSHIP DEVELOPMENT PROGRAM 540,000
    CHARACTER LAB INC3675 MARKET STREET SUITE 200
    PHILADELPHIA,PA19104     		N/A PC CHARACTER FOCUSED CONTENT AND PROGRAMMING 242,094
    CHARTER FUND INC10901 W 120TH AVE SUITE 450
    BROOMFIELD,CO80021     		N/A POF IMPACT-CHARACTER-CTE INTEGRATION 6,000,000
    COLONIAL WILLIAMSBURG FOUNDATIONPO BOX 1776
    WILLIAMSBURG,VA23187     		N/A PC SUPPORT HISTORICAL CHARACTER ACTORS 200,000
    COMMON SENSE MEDIA650 TOWNSEND SUITE 375
    SAN FRANCISCO,CA94103     		N/A PC ENHANCE DIGITAL CITIZENSHIP CURRICULUM 400,000
    CONCORDIA COLLEGE AT BRONXVILLE171 WHITE PLAINS RD
    BRONXVILLE,NY10708     		N/A PC IMPLEMENT APDP 62,454
    CONCORDIA UNIVERSITY1530 CONCORDIA WEST
    IRVINE,CA92612     		N/A PC IMPLEMENT APDP 112,000
    CROWN COLLEGE8700 COLLEGE VIEW DRIVE
    ST BONIFACIUS,MN55375     		N/A PC GROW APDP 100,000
    DANIELSON GROUP INC1720 WEST DIVISION
    CHICAGO,IL60622     		N/A PC SUPPORT FOR UPDATING THE DANIELSON FRAMEWORK 168,000
    DORAL COLLEGE INC11100 NW 27TH ST BLDG C-109
    DORAL,FL33172     		N/A PC CREATE MODEL ON ETHICAL AND CHARACTER EDUCATION 334,500
    DUKE UNIVERSITY146 LANGFORD BUILDING PO BOX 90968
    DURHAM,NC27708     		N/A PC IMPLEMENT APDP; STUDENT DESIGN PROJECTS 754,887
    EDITORIAL PROJECTS IN EDUCATION INC6935 ARLINGTON ROAD SUITE 100
    BETHESDA,MD20814     		N/A PC EDUCATION WEEK TO ADVANCE PRACTICAL WISDOM 150,000
    EMMANUEL ACADEMIES INC777 MOORING LINE DR
    NAPLES,FL34102     		N/A PC FWE PROGRAMMING 25,000
    EMMANUEL EVANGELICAL LUTHERAN CHURCH777 MOORING LINE DR
    NAPLES,FL34102     		N/A PC IMPLEMENT APDP 50,000
    ERSKINE COLLEGE2 WASHINGTON ST
    DUE WEST,SC29639     		N/A PC IMPLEMENT APDP 97,600
    FLORIDA INSTITUTE OF TECHNOLOGY INC150 WEST UNIVERSITY BOULEVARD
    MELBOURNE,FL32901     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; TOOLS FOR "PROTOTYPING WITH A PURPOSE" 220,000
    FRANKLIN W OLIN COLLEGE OF ENGINEERING INC1000 OLIN WAY
    NEEDHAM,MA02492     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 48,000
    GEORGE FOX UNIVERSITY414 N MERIDIAN ST
    NEWBERG,OR97132     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 20,000
    GEORGIA TECH RESEARCH CORPORATION800 WEST PEACHTREE STREET NW-ROOM
    4428
    ATLANTA,GA30308     		N/A SO ENHANCE AND ADVANCE KEEN MISSION 25,000
    GORDON COLLEGE255 GRAPEVINE ROAD
    WENHAM,MA01984     		N/A PC IMPLEMENT APDP 114,000
    GPS EDUCATION PARTNERS INC20633 WATERTOWN CT SUITE 202
    BROOKFIELD,WI53186     		N/A PC OPERATING EXPENSES 25,000
    GRACE SCHOOLS200 SEMINARY DR
    WINONA LAKE,IN46590     		N/A PC IMPLEMENT APDP 102,500
    GRAND CANYON UNIVERSITY3300 W CAMELBACK RD
    PHOENIX,AZ85017     		N/A PC IMPLEMENT APDP 540,000
    GREATHEARTS FOUNDATION4801 EAST WASHINGTON ST STE 250
    PHOENIX,AZ85034     		N/A SO SUPPORT THE VIRTUE LEADERSHIP PROGRAM 672,444
    HOPE INSTITUTE800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		N/A PC ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY 270,000
    HYDE PARK INSTITUTE1407 E 60THSTREET
    CHICAGO,IL60637     		N/A PC SUPPORT OF SCHOLARS IN ETHICS AND MEDICINE, CHICAGO MORAL PHIL PROJ., VIRTUE AND THE GOOD LIFE 200,000
    IN MEDIAS RESPO BOX 400816
    CHARLOTTESVILLE,VA22904     		N/A PC SUPPORT A POSTDOCTORAL FELLOW AT THE ADVANCED STUDIES IN CULTURE FOUNDATION AT UVA 150,000
    INDIANA UNIVERSITY107 S INDIANA AVENUE
    BLOOMINGTON,IN47405     		N/A GOV EVALUATION OF FACULTY DEVELOPMENT 300,000
    INDIANA WESLEYAN UNIVERSITY4201 S WASHINGTON STREET
    MARION,IN46953     		N/A PC GROW APDP 26,500
    INSTITUTE FOR JUSTICE901 N GLEBE ROAD SUITE 900
    ARLINGTON,VA22203     		N/A PC OPERATING EXPENSES 500,000
    JAMES MADISON UNIVERSITY FOUNDATION INC1320 S MAIN STREET
    HARRISONBURG,VA22807     		N/A PC DEVELOP AND ENHANCE EM STUDENT EXPERIENCES 151,180
    JOHN JAY INSTITUTE FOR FAITH SOCIETY AND LAW INCPO BOX 28221
    PHILADELPHIA,PA19131     		N/A PC SCHOLAR SUPPORT 50,000
    LATIN AMERICAN BIBLE INSTITUTE COLLEGE14209 E LOMITAS
    LA PUENTE,CA91746     		N/A PC IMPLEMENT APDP 125,000
    LAWRENCE TECHNOLOGICAL UNIVERSITY21000 WEST TEN MILE ROAD
    SOUTHFIELD,MI48075     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    LEGATUM INSTITUTE FOUNDATION11 CHARLES STREET
    LONDON,LONDONW1J 5DW
    UK     		N/A PC FORUM US PILOT 100,000
    LIBERTAS SCHOOL3777 EDENBURG DR
    MEMPHIS,TN38127     		N/A PC SUPPORT THE EXPANSION OF THE LMTR PROGRAM 150,000
    LIPSCOMB UNIVERSITYONE UNIVERSITY PARK DRIVE
    NASHVILLE,TN37204     		N/A PC INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM 500,000
    LUTHERAN URBAN MISSION INITIATIVE INC8242 N GRANVILLE RD
    MILWAUKEE,WI53224     		N/A PC OPERATING EXPENSES 25,000
    MARQUETTE UNIVERSITY1250 W WISCONSIN AVE
    MILWAUKEE,WI53233     		N/A PC KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 240,000
    MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC5001 N OAK TRAFFICWAY
    KANSAS CITY,MO64118     		N/A PC GROW APDP 123,000
    MILWAUKEE RESCUE MISSION830 NORTH 19TH STREET
    MILWAUKEE,WI53233     		N/A PC OPERATING EXPENSES 25,000
    MILWAUKEE SCHOOL OF ENGINEERING1025 NORTH BROADWAY
    MILWAUKEE,WI52303     		N/A PC CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; RESIDENCE HALL EXPANSION; EM FACULTY DEVELOPMENT TRAINING 5,610,000
    MISSION TO NORTH AMERICAPO BOX 890233
    CHARLOTTE,NC28289     		N/A PC OPERATING EXPENSES 25,000
    MONTANA STATE UNIVERSITY201 MONTANA HALL PO BOX 172440
    BOZEMAN,MT59717     		N/A GOV ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    MONTROSE FOUNDATION INC29 NORTH STREET
    MEDFIELD,MA02052     		N/A PC SUPPORT PRACTICAL WISDOM PROTOCOLS 150,000
    MTF FUND10901 LOWELL AVE SUITE 130
    OVERLAND PARK,KS66210     		N/A SO SUPPORT THE GROWTH AND IMPACT OF MTF 5,496,047
    NATIONAL COLLEGIATE INVENTORS & INNOVATORS ALLIANCE100 VENTURE WAY
    HADLEY,MA01035     		N/A PC SUPPORT EM AND SUSTAINABILITY FACULTY DEVELOPMENT WORKSHOPS 119,500
    NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING1801 WEST END AVENUE SUITE 920
    NASHVILLE,TN37203     		N/A PC ACCELERATING CHARACTER EDUCATION FOR LEADERS 1,226,867
    NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY3939 GENTILLY BLVD
    NEW ORLEANS,LA70126     		N/A PC IMPLEMENT APDP 90,000
    NORTH AMERICAN BAPTIST SEMINARY AKA SIOUX FALLS SEMINARY2100 SOUTH SUMMIT AVENUE
    SIOUX FALLS,SD57105     		N/A PC IMPLEMENT APDP 65,000
    NORTH CENTRAL COLLEGE30 NORTH BAINARD ST
    NAPERVILLE,IL60540     		N/A PC CHARACTER EDUCATION PROJECT 650,000
    NORTHERN BAPTIST THEOLOGICAL SEMINARY410 WARRENVILLE RD
    LISLE,IL60532     		N/A PC IMPLEMENT APDP 99,117
    OHIO NORTHERN UNIVERSITY525 SOUTH MAIN STREET
    ADA,OH45810     		N/A PC INFUSE EM INTO PROGRAMMING; ADVANCE KEEN NETWORK 260,000
    OHIO STATE UNIVERSITY FOUNDATION281 W LANE AVE
    COLUMBUS,OH43210     		N/A PC ENHANCE KEEN APPLICATION; INNOVATION FELLOWS 541,700
    PALM BEACH ATLANTIC UNIVERSITY INC901 S FLAGLER DR
    WEST PALM BEACH,FL33401     		N/A PC GROW APDP 111,000
    PARENT CHOICE INC350 BISHOPS WAY SUITE 104
    BROOKFIELD,WI53005     		N/A SO OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE 295,000
    PBS FOUNDATION2100 CRYSTAL DRIVE
    ARLINGTON,VA22202     		N/A SO DEVELOPMENT OF KEN BURNS FILM; NATIONAL PBS KIDS CHARACTER EDUCATION AWARENESS CAMPAIGN; PBS KIDS CONTENT 1,003,518
    PHILANTHROPY ROUNDTABLE1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036     		N/A PC OPERATING SUPPORT; SUPPORT FOR CONVENING ON PHILANTHROPY IN MEDICAL EDUCATION 150,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGEPO BOX 415649
    BOSTON,MA02241     		N/A PC HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS 783,866
    PROJECT LEAD THE WAY INC3939 PRIORITY WAY SOUTH DRIVE SUITE
    400
    INDIANAPOLIS,IN46240     		N/A PC CURRICULUM MAP 100,000
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA351 MCCORMICK RD BOX 400235
    CHARLOTTESVILLE,VA22904     		N/A PC EMBED CHARACTER FORMATION INTO UVA LAUNCHPAD 150,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEYUNIVERSITY OF CALIFORNIA BERKELEY
    MC 6070
    BERKELEY,CA94720     		N/A PC SUPPORT FOR THE GREATER GOOD SCIENCE CENTER 250,000
    RELAY GRADUATE SCHOOL OF EDUCATION25 BROADWAY 3RD FLOOR
    NEW YORK,NY10004     		N/A PC EXPAND UPON PROGRAM OFFERINGS VIA THE EDUCATOR SUMMIT; REGIONAL LEADERSHIP SUPPORT 624,082
    ROCHESTER INSTITUTE OF TECHNOLOGY1 LOMB MEMORIAL DR
    ROCHESTER,NY14623     		N/A PC KEEN IMPLEMENTATION 110,000
    ROSE-HULMAN INSTITUTE OF TECHNOLOGY5500 WABASH AVENUE
    TERRE HAUTE,IN47803     		N/A PC TOOLS/RESOURCES TO PROMOTE EM 83,920
    ROWAN UNIVERSITY FOUNDATION INC201 MULLICA HILL RD
    GLASSBORO,NJ08028     		N/A PC EM DIRECT ASSESSMENT TOOL; KEEN IMPLEMENTATION 142,180
    SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARYPO BOX 1889
    WAKE FOREST,NC27588     		N/A PC GROW APDP 82,437
    ST MARY'S UNIVERSITY OF MINNESOTA700 TERRACE HEIGHTS
    WINONA,MN55987     		N/A PC SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM 668,960
    ST AUGUSTINE PREPARATORY ACADEMY INC2607 S 5TH STREET
    MILWAUKEE,WI53207     		N/A PC OPERATING EXPENSES 25,000
    ST LOUIS UNIVERSITY221 N GRAND BLVD
    ST LOUIS,MO63103     		N/A PC EM IN CORE SCIENCE/MATH PROGRAMMING 180,000
    TEACH FOR AMERICA INC25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		N/A PC SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING 850,000
    THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND6823 ST CHARLES AVE
    NEW ORLEANS,LA70118     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    THE CEDARVILLE UNIVERSITY251 N MAIN STREET
    CEDARVILLE,OH45314     		N/A PC GROW APDP 83,000
    THE GOSPEL COALITION INC2065 HALF DAY RD
    DEERFIELD,IL60015     		N/A PC SUPPORT FWE CONTENT 200,000
    THE MEDICAL COLLEGE OF WISCONSIN INC8701 WATERTOWN PLANK ROAD
    MILWAUKEE,WI53226     		N/A PC KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK 3,450,000
    THE UNIVERSITY OF TENNESSEE FOUNDATION INC1525 UNIVERSITY AVENUE
    KNOXVILLE,TN37921     		N/A PC INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP 183,282
    TRINITY BIBLE COLLEGE INC50 SIXTH AVE S
    ELLENDALE,ND58436     		N/A PC IMPLEMENT APDP 100,000
    TRINITY INTERNATIONAL UNIVERSITY2065 HALF DAY RD
    DEERFIELD,IL60015     		N/A PC OIKONOMIA NETWORK SUPPORT 570,000
    TRUSTEES OF BOSTON UNIVERSITYONE SILBER WAY
    BOSTON,MA02215     		N/A PC NETWORK DEVELOPMENT 236,270
    UNCOMMON SCHOOLS INCRHF 826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003     		N/A PC DEAN OF STUDENTS CURRICULUM 130,000
    UNIVERSITY OF DAYTON300 COLLEGE PARK
    DAYTON,OH45469     		N/A PC CURRICULUM CREATION; PILOT FOR NETWORK DISSEMINATION 200,000
    UNIVERSITY OF MISSOURI201 EDUCATION ADMIN BLDG 7800
    NATURAL BRIDGE RD
    ST LOUIS,MO63121     		N/A GOV PHD LEVEL CHARACTER DEVELOPMENT SCHOLAR; SUPPORT CHARACTER EDUCATION FOR K-12 LEADER 1,615,549
    UNIVERSITY OF NEW HAVEN300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL148 ROSENAU HALL CB 7431
    CHAPEL HILL,NC27599     		N/A PC CONVENE EMERGING/NEW ENGINEERING PROGRAMS 200,000
    UNIVERSITY OF NORTHERN IOWA FOUNDATION213 EAST BARTLETT HALL
    CEDAR FALLS,IA50614     		N/A PC ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION 150,000
    UNIVERSITY OF PORTLAND5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    UNIVERSITY OF SAN DIEGO5998 ALCALA PARK
    SAN DIEGO,CA92110     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    UNIVERSITY OF ST THOMAS2115 SUMMIT AVENUE
    SAINT PAUL,MN55105     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    UNIVERSITY OF TENNESSEE302 BAILEY EDUCATION COMPLEX 1126
    VOLUNTEER BOULEVARD
    KNOXVILLE,TN37996     		N/A GOV PRINCIPAL DEVELOPMENT FOR RURAL LEADERS 147,591
    VALOR COLLEGIATE ACADEMIES4527 NOLENSVILLE PIKE
    NASHVILLE,TN37211     		N/A PC CODIFICATION & IMPLEMENTATION OF COMPASS CURRICULA 280,000
    VANDERBILT UNIVERSITY110 MAGNOLIA CIRCLE
    NASHVILLE,TN37203     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    VILLANOVA UNIVERSITY800 LANCASTER AVENUE
    VILLANOVA,PA19085     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    WAKE FOREST UNIVERSITY1834 WAKE FOREST ROAD
    WINSTONSALEM,NC27106     		N/A PC KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 320,000
    WARTBURG COLLEGE100 WARTBURG COLLEGE
    WAVERLY,IA50677     		N/A PC IMPLEMENT APDP 130,000
    WESTERN NEW ENGLAND UNIVERSITY1215 WILBRAHAM ROAD
    SPRINGFIELD,MA01119     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    WGU ADVANCEMENT4001 S 700 EAST 700
    SALT LAKE CITY,UT84107     		N/A SO SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING FOR EDUCATIONAL LEADERS AND TEACHERS 1,275,705
    WHEATON COLLEGE501 COLLEGE AVENUE
    WHEATON,IL60188     		N/A PC FWE PROGRAMMING 100,000
    WICHITA STATE UNIVERSITY1845 FAIRMOUNT ST
    WICHITA,KS67260     		N/A GOV ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    WILLIAM JESSUP UNIVERSITY2121 UNIVERSITY AVENUE
    ROCKLIN,CA95765     		N/A PC IMPLEMENT APDP 133,120
    WINDRIDER INSTITUTE INCPO BOX 1640
    EAGLE,ID83616     		N/A POF CONTENT CREATION 151,000
    WISCONSIN INSTITUTE FOR LAW & LIBERTY INC330 E KILBOURN SUITE 725
    MILWAUKEE,WI53202     		N/A PC OPERATING EXPENSES 695,000
    WORCESTER POLYTECHNIC INSTITUTE100 INSTITUTE ROAD WASHBURN 216 C
    WORCESTER,MA01609     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 10,000
    Total ...............................bullet 3a 54,070,664
    bApproved for future payment
    ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY300 E UNIVERSITY DR
    TEMPE,AZ85281     		N/A PC EMBEDDING EM INSTITUTIONALLY; THRIVECAST PROGRAMMING; ADVANCING CHARACTER EDUCATION 800,000
    ASSEMBLIES OF GOD THEOLOGICAL SEMINARY1435 NORTH GLENSTONE AVENUE
    SPRINGFIELD,MO65802     		N/A PC GROW APDP 355,000
    AUGSBURG UNIVERSITY2211 RIVERSIDE AVE
    MINNEAPOLIS,MN55454     		N/A PC IMPLEMENT APDP 229,454
    AZUSA PACIFIC UNIVERSITYPO BOX 7000 901 E ALOSTA AVENUE
    AZUSA,CA91702     		N/A PC GROW APDP 405,833
    BIOLA UNIVERSITY INC13800 BIOLA AVE
    LA MIRADA,CA90639     		N/A PC GROW APDP 585,112
    BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMAPO BOX 870142
    TUSCALOOSA,AL35487     		N/A PC SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING 1,586,846
    BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC575 MADISON AVE STE 1006
    NEW YORK,NY10022     		N/A PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 1,507,420
    CALIFORNIA BAPTIST UNIVERSITY8432 MAGNOLIA AVE
    RIVERSIDE,CA92504     		N/A PC IMPLEMENT APDP 384,000
    CENTER FOR URBAN TEACHING INC2600 W WISCONSIN AVENUE
    MILWAUKEE,WI53233     		N/A PC SUPPORT LEADERSHIP DEVELOPMENT PROGRAM 360,000
    CONCORDIA COLLEGE AT BRONXVILLE171 WHITE PLAINS RD
    BRONXVILLE,NY10708     		N/A PC IMPLEMENT APDP 45,137
    CONCORDIA UNIVERSITY1530 CONCORDIA WEST
    IRVINE,CA92612     		N/A PC IMPLEMENT APDP 239,000
    CROWN COLLEGE8700 COLLEGE VIEW DRIVE
    ST BONIFACIUS,MN55375     		N/A PC GROW APDP 200,000
    DUKE UNIVERSITY146 LANGFORD BUILDING PO BOX 90968
    DURHAM,NC27708     		N/A PC IMPLEMENT APDP; STUDENT DESIGN PROJECTS 2,195,000
    EMMANUEL EVANGELICAL LUTHERAN CHURCH777 MOORING LINE DR
    NAPLES,FL34102     		N/A PC IMPLEMENT APDP 239,000
    ERSKINE COLLEGE2 WASHINGTON ST
    DUE WEST,SC29639     		N/A PC IMPLEMENT APDP 292,800
    FLORIDA INSTITUTE OF TECHNOLOGY INC150 WEST UNIVERSITY BOULEVARD
    MELBOURNE,FL32901     		N/A PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; TOOLS FOR "PROTOTYPING WITH A PURPOSE" 145,000
    GORDON COLLEGE255 GRAPEVINE ROAD
    WENHAM,MA01984     		N/A PC IMPLEMENT APDP 456,000
    GRACE SCHOOLS200 SEMINARY DR
    WINONA LAKE,IN46590     		N/A PC IMPLEMENT APDP 205,000
    GRAND CANYON UNIVERSITY3300 W CAMELBACK RD
    PHOENIX,AZ85017     		N/A PC IMPLEMENT APDP 2,160,000
    GREATHEARTS FOUNDATION4801 EAST WASHINGTON ST STE 250
    PHOENIX,AZ85034     		N/A SO SUPPORT THE VIRTUE LEADERSHIP PROGRAM 898,218
    HOPE INSTITUTE800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		N/A PC ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY 390,000
    INDIANA WESLEYAN UNIVERSITY4201 S WASHINGTON STREET
    MARION,IN46953     		N/A PC GROW APDP 1,609,500
    LATIN AMERICAN BIBLE INSTITUTE COLLEGE14209 E LOMITAS
    LA PUENTE,CA91746     		N/A PC IMPLEMENT APDP 124,000
    LEGATUM INSTITUTE FOUNDATION11 CHARLES STREET
    LONDON,LONDONW1J 5DW
    UK     		N/A PC FORUM US PILOT 100,000
    LIPSCOMB UNIVERSITYONE UNIVERSITY PARK DRIVE
    NASHVILLE,TN37204     		N/A PC INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM 991,970
    MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC5001 N OAK TRAFFICWAY
    KANSAS CITY,MO64118     		N/A PC GROW APDP 77,000
    MILWAUKEE SCHOOL OF ENGINEERING1025 NORTH BROADWAY
    MILWAUKEE,WI52303     		N/A PC CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; RESIDENCE HALL EXPANSION; EM FACULTY DEVELOPMENT TRAINING 550,000
    NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING1801 WEST END AVENUE SUITE 920
    NASHVILLE,TN37203     		N/A PC ACCELERATING CHARACTER EDUCATION FOR LEADERS 620,122
    NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY3939 GENTILLY BLVD
    NEW ORLEANS,LA70126     		N/A PC IMPLEMENT APDP 216,500
    NORTH AMERICAN BAPTIST SEMINARY AKA SIOUX FALLS SEMINARY2100 SOUTH SUMMIT AVENUE
    SIOUX FALLS,SD57105     		N/A PC IMPLEMENT APDP 195,000
    NORTH CENTRAL COLLEGE30 NORTH BAINARD ST
    NAPERVILLE,IL60540     		N/A PC CHARACTER EDUCATION PROJECT 1,279,523
    NORTHERN BAPTIST THEOLOGICAL SEMINARY410 WARRENVILLE RD
    LISLE,IL60532     		N/A PC IMPLEMENT APDP 198,234
    OHIO NORTHERN UNIVERSITY525 SOUTH MAIN STREET
    ADA,OH45810     		N/A PC INFUSE EM INTO PROGRAMMING; ADVANCE KEEN NETWORK 250,000
    PALM BEACH ATLANTIC UNIVERSITY INC901 S FLAGLER DR
    WEST PALM BEACH,FL33401     		N/A PC GROW APDP 333,000
    PARENT CHOICE INC350 BISHOPS WAY SUITE 104
    BROOKFIELD,WI53005     		N/A SO OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE 250,000
    PBS FOUNDATION2100 CRYSTAL DRIVE
    ARLINGTON,VA22202     		N/A SO DEVELOPMENT OF KEN BURNS FILM; NATIONAL PBS KIDS CHARACTER EDUCATION AWARENESS CAMPAIGN; PBS KIDS CONTENT 3,003,518
    PRESIDENT AND FELLOWS OF HARVARD COLLEGEPO BOX 415649
    BOSTON,MA02241     		N/A PC HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS 1,133,037
    PROJECT LEAD THE WAY INC3939 PRIORITY WAY SOUTH DRIVE SUITE
    400
    INDIANAPOLIS,IN46240     		N/A PC CURRICULUM MAP 300,000
    RELAY GRADUATE SCHOOL OF EDUCATION25 BROADWAY 3RD FLOOR
    NEW YORK,NY10004     		N/A PC EXPAND UPON PROGRAM OFFERINGS VIA THE EDUCATOR SUMMIT; REGIONAL LEADERSHIP SUPPORT 1,248,164
    ROWAN UNIVERSITY FOUNDATION INC201 MULLICA HILL RD
    GLASSBORO,NJ08028     		N/A PC EM DIRECT ASSESSMENT TOOL; KEEN IMPLEMENTATION 367,461
    SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARYPO BOX 1889
    WAKE FOREST,NC27588     		N/A PC GROW APDP 82,437
    ST MARY'S UNIVERSITY OF MINNESOTA700 TERRACE HEIGHTS
    WINONA,MN55987     		N/A PC SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM 675,183
    ST LOUIS UNIVERSITY221 N GRAND BLVD
    ST LOUIS,MO63103     		N/A PC EM IN CORE SCIENCE/MATH PROGRAMMING 212,226
    THE CEDARVILLE UNIVERSITY251 N MAIN STREET
    CEDARVILLE,OH45314     		N/A PC GROW APDP 255,000
    THE GOSPEL COALITION INC2065 HALF DAY RD
    DEERFIELD,IL60015     		N/A PC SUPPORT FWE CONTENT 228,866
    THE UNIVERSITY OF TENNESSEE FOUNDATION INC1525 UNIVERSITY AVENUE
    KNOXVILLE,TN37921     		N/A PC INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP 307,595
    TRINITY INTERNATIONAL UNIVERSITY2065 HALF DAY RD
    DEERFIELD,IL60015     		N/A PC OIKONOMIA NETWORK SUPPORT 180,000
    UNIVERSITY OF DAYTON300 COLLEGE PARK
    DAYTON,OH45469     		N/A PC CURRICULUM CREATION; PILOT FOR NETWORK DISSEMINATION 450,000
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL148 ROSENAU HALL CB 7431
    CHAPEL HILL,NC27599     		N/A PC CONVENE EMERGING/NEW ENGINEERING PROGRAMS 199,965
    UNIVERSITY OF NORTHERN IOWA FOUNDATION213 EAST BARTLETT HALL
    CEDAR FALLS,IA50614     		N/A PC ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION 88,940
    WAKE FOREST UNIVERSITY1834 WAKE FOREST ROAD
    WINSTONSALEM,NC27106     		N/A PC KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 257,140
    WARTBURG COLLEGE100 WARTBURG COLLEGE
    WAVERLY,IA50677     		N/A PC IMPLEMENT APDP 271,403
    WGU ADVANCEMENT4001 S 700 EAST 700
    SALT LAKE CITY,UT84107     		N/A SO SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING FOR EDUCATIONAL LEADERS AND TEACHERS 3,542,915
    WILLIAM JESSUP UNIVERSITY2121 UNIVERSITY AVENUE
    ROCKLIN,CA95765     		N/A PC IMPLEMENT APDP 169,036
    WINDRIDER INSTITUTE INCPO BOX 1640
    EAGLE,ID83616     		N/A POF CONTENT CREATION 259,000
    Total ................................bullet 3b 33,705,555

    TY 2020 AccountingFeesSchedule
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BAKER TILLY 34,955 17,478 0 17,477

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    CHARTER SCHOOL GROWTH FUND
          		10901 W 120TH AVE SUITE 450
    BROOMFIELD,CO80021     		2019-08-14   GENERAL OPERATIONS 1,989,028 NONE 4/30/21 2021-04-30 NONE
    MTF FUND
          		10901 LOWELL AVE SUITE 130
    OVERLAND PARK,KS66210     		2019-05-03   GENERAL OPERATIONS 137,261 NONE VARIOUS 2020-12-31 NONE
    WINDRIDER INSTITUTE INC
          		PO BOX 1640
    EAGLE,ID83616     		2020-12-31 151,000 GENERAL OPERATIONS 109,000 NONE VARIOUS 2020-12-31 NONE
    AMERICAN SOCIETY OF ENGINEERING
          		1818 N STREET NW SUITE 600
    WASHINGTON,DC20036     		2020-05-21 150,000 GENERAL OPERATIONS 150,000 NONE 7/16/21 2021-07-16 NONE

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BAIRD ADVISORS 29,118,656 29,118,656
    PACIFIC ASSET MANAGEMENT BANK 32,346,479 32,346,479
    TCW EM DEBT 20,029,842 20,029,842

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FMI INTERNATIONAL 40,498,729 40,498,729
    FRED ALGER 61,457,297 61,457,297
    OFI GLOBAL 40,293,263 40,293,263
    VANGUARD S&P 500 INDEX 64,895,946 64,895,946
    VANGUARD RUSSELL 2000 GROWTH 12,125,405 12,125,405
    ACADIAN ASSET MANAGEMENT 32,457,847 32,457,847
    EUROPEAN GROWTH FUND 38,574,130 38,574,130
    FIDUCIARY MANAGEMENT 58,728,531 58,728,531

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABERDEEN PRIVATE EQUITY AT COST 49,494,626 49,494,626
    ANGELO GORDON ENERGY AT COST 544,662 544,662
    CLAIRION LION PROPERTIES FUND AT COST 23,661,462 23,661,462
    NIS AT COST 29,023,022 29,023,022
    PARAMETRIC AT COST 43,229,643 43,229,643
    PINEHURST INSTITUTIONAL LTD AT COST 26,050,462 26,050,462
    PORTFOLIO ADVISORS AT COST 3,449,598 3,449,598
    PRISA III AT COST 29,955,741 29,955,741
    PRUDENTIAL CAPITAL PARTNERS AT COST 26,242,947 26,242,947
    RREEF INSTITUTIONAL AT COST 17,818,183 17,818,183
    SUMMIT PARTNERS CREDIT AT COST 20,617,428 20,617,428
    CRESCENT PRIVATE CREDIT PARTNERS AT COST 8,700,397 8,700,397

    TY 2020 LegalFeesSchedule
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    QUARLES & BRADY 23,861 0 0 15,057


    TY 2020 OtherExpensesSchedule
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGES 5,513 0 0 5,513
    COMPUTER TECHNOLOGY 63,029 0 0 63,029
    DUES & SUBSCRIPTIONS 12,710 0 0 12,710
    FURNITURE 182 0 0 182
    RECRUITMENT EXPENSES 0 0 0 0
    MEMORIALS/MISC -2,944 0 0 -2,944
    OFFICE SUPPLIES 15,966 0 0 15,966
    POSTAGE & DELIVERY 487 0 0 487
    KEEN DIGITAL ENGAGEMENT PLATFORM (DCA) 2,373,322 0 0 2,373,322
    KEEN FACULTY DEVELOPMENT (DCA) 454,530 0 0 454,530


    TY 2020 OtherIncomeSchedule2
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 6,417,701 7,325,334 6,417,701
    PRIOR YEAR GRANT REFUND 315,944   315,944


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Description Amount
    CY UNREALIZED GAIN 23,540,597


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AARON JAGDFELD - INVESTMENT CONSULTING 3,000 3,000 0 0
    ACADIAN - INVESTMENT ADVISORY SERVICES 111,760 111,760 0 0
    BANK OF AMERICA - CUSTODY SERVICES 41,718 41,718 0 0
    BETTER PARTNERS, LLC - CONSULTING 14,663 0 0 0
    CARION LION - INVESTMENT ADVISORY SERVICES 240,842 240,842 0 0
    FIDUCIARY MANAGEMENT - INVESTMENT ADVISORY SERVICES 253,588 253,588 0 0
    FRED ALGER - INVESTMENT ADVISORY SERVICES 389,839 389,839 0 0
    GARY LATO - INVESTMENT CONSULTING 3,000 3,000 0 0
    JP MORGAN - INVESTMENT ADVISORY SERVICES 0 0 0 0
    MARQUETTE ASSOCIATES - INVESTMENT ADVISORY SERVICES 137,000 137,000 0 0
    NIS - INVESTMENT ADVISORY SERVICES 313,426 313,426 0 0
    OFI GLOBAL - INVESTMENT ADVISORY SERVICES 307,687 307,687 0 0
    PARAMETRIC - INVESTMENT ADVISORY SERVICES 126,655 126,655 0 0
    PRISA III - INVESTMENT ADVISORY SERVICES 670,654 670,654 0 0
    - INVESTMENT ADVISORY SERVICES 473,645 473,645 0 0
    GERALD DIMSDALE - CONSULTING 24,463 0 0 24,463
    RREEF - INVESTMENT ADVISORY SERVICES 200,136 200,136 0 0
    WISDOM FOR GOOD - CONSULTING 95,095 0 0 95,095
    BAKER TILLY VIRCHOW KRAUSE, LLP - CONSULTING 58,005 0 0 58,005
    WARREN PIERSON - INVESTMENT CONSULTING 2,500 2,500 0 0
    PEOPLEFIRST HR SOLUTIONS INC. - CONSULTING 2,975 0 0 2,975
    MARK NAGURKA - CONSULTING 42 0 0 42
    GEOFFREY HSU - CONSULTING 757 0 0 757
    MADE TO FLOURISH (MTF) - CONSULTING 4,200 0 0 4,200
    JASON HILES - CONSULTING 1,588 0 0 1,588
    MICHAEL STRAIN - CONSULTING 35,000 0 0 35,000
    THOMAS KEPPELER - CONSULTING 47,215 0 0 47,215
    RICHARD REEVES - CONSULTING 35,000 0 0 35,000
    EDDY SHIGLEY - CONSULTING 20,373 0 0 20,373


    TY 2020 TaxesSchedule
    Name:
    THE ROBERT D AND PATRICIA E KERN
     
    FAMILY FOUNDATION INC
    EIN:
    39-1923558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX PAYMENT 344,333 0 0 0
    STATE INCOME TAX PAYMENT 18,347 0 0 0