Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$688,020,368J 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) 15,246,474
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 9,493,331 9,493,331  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,006,405
b Gross sales price for all assets on line 6a 97,528,849
7 Capital gain net income (from Part IV, line 2)... 11,006,405
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
List of Attached Documents:
// Content
8,305,079 8,033,177  
12 Total. Add lines 1 through 11........ 44,051,289 28,532,913  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,334,523 156,514   1,178,009
14 Other employee salaries and wages...... 2,563,611 30,839   2,532,772
15 Pension plans, employee benefits....... 1,224,947 43,854   1,181,093
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
9,401 0   9,401
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,754 19,377   19,377
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,975,174 2,751,319   223,855
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
472,752 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 34,260 0   34,260
21 Travel, conferences, and meetings....... 1,646,194 0   1,646,194
22 Printing and publications.......... 3,987 0   3,987
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,214,828 0   4,214,828
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,518,431 3,001,903   11,043,776
25 Contributions, gifts, grants paid....... 34,232,766 34,232,766
26 Total expenses and disbursements. Add lines 24 and 25 48,751,197 3,001,903   45,276,542
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,699,908
b Net investment income (if negative, enter -0-) 25,531,010
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 156,090 36,578 36,578
2 Savings and temporary cash investments......... 11,767,963 4,314,265 4,314,265
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 355,920,251 Click to see attachment
List of Attached Documents:
// Content
287,411,822 		287,411,822
c Investments—corporate bonds (attach schedule)....... 97,667,853 Click to see attachment
List of Attached Documents:
// Content
75,377,906 		75,377,906
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 293,870,183 Click to see attachment
List of Attached Documents:
// Content
320,879,797 		320,879,797
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 759,382,340 688,020,368 688,020,368
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 759,382,340 688,020,368
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 759,382,340 688,020,368
30 Total liabilities and net assets/fund balances (see instructions). 759,382,340 688,020,368
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
759,382,340
2
Enter amount from Part I, line 27a .....................
2
-4,699,908
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
754,682,432
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
66,662,064
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
688,020,368
Form 990-PF (2022)
Form 990-PF (2022)
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 86,820,061   86,522,444 297,617
b 10,708,788     10,708,788
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       297,617
b       10,708,788
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 11,006,405
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 354,881
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 354,881
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- ..... 5 354,881
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 125,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 225,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 9,250
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 139,131
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.KFFDN.ORG
14
The books are in care ofright arrowMR MICHAEL W SENSKE Telephone no.right arrow (262) 968-6838

Located atright arrowW305 S4239 BROOKHILL ROADWAUKESHAWI ZIP+4right arrow53189
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		345,288 59,224 0
W305 S4239 BROOKHILL ROAD
WAUKESHA,WI53189
GRABER RICHARD DIRECTOR
1.00 		2,000 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 		1,500 0 0
W305 S4239 BROOKHILL ROAD
WAUKESHA,WI53189
RAHN JAMES C DIRECTOR & PRESIDENT
40.00 		646,731 60,599 0
W305 S4239 BROOKHILL ROAD
WAUKESHA,WI53189
RAMIREZ AUSTIN DIRECTOR
1.00 		1,500 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 		329,504 62,794 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 		263,123 63,149 0
W305 S4239 BROOKHILL ROAD
WAUKESHA,WI53189
STAWSKI CHRISTOPHER PROGRAM DIRECTOR
40.00 		206,990 51,452 0
W305 S4239 BROOKHILL ROAD
WAUKESHA,WI53189
DOUG MELTON PROGRAM DIRECTOR
40.00 		198,269 47,661 0
W305 S4239 BROOKHILL ROAD
WAUKESHA,WI53189
KAREN WILKEN PROGRAM DIRECTOR
40.00 		176,215 48,750 0
W305 S4239 BROOKHILL ROAD
WAUKESHA,WI53189
ZWISLER STASIA PROGRAM DIRECTOR
40.00 		168,735 52,298 0
W305 S4239 BROOKHILL ROAD
WAUKESHA,WI53189
Total number of other employees paid over $50,000...................right arrow 23
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
RURAL SOURCING INC CONSULTING 553,116
817 W PEACHTREE ST NW SUITE M100
ATLANTA,GA30308
PGIM REAL ESTATE INVESTMENT ADVISORY 398,697
7 GIRALDA FARMS
MADISON,NJ07940
FRED ALGER MANAGEMENT INC INVESTMENT ADVISORY 305,416
111 FIFTH AVENUE
NEW YORK,NY10003
PGIM PRIVATE CAPITAL INVESTMENT ADVISORY 266,653
180 NORTH STETSON SUITE 5600
CHICAGO,IL60601
FIDUCIARY MANAGEMENT INC INVESTMENT ADVISORY 257,460
100 EAST WISCONSIN AVENUE SUITE
2200
MILWAUKEE,WI53202
Total number of others receiving over $50,000 for professional services.............right arrow16
Part VIII-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 FRANKLINCOVERY CLIENT SALES INC. - CONSULTING TO EXPAND THE LEADER IN ME NETWORK 2,500,000
2 MAINTENANCE AND ENHANCEMENT OF KEEN DIGITAL PLATFORM FOR USE BY THE THE KEEN NETWORK OF OVER 5,600 USERS 814,506
3 FACULTY DEVELOPMENT - 12 CONFERENCES CONVENED TO TRAIN FACULTY WITHIN THE KEEN NETWORK WITH 131 GRANTEES IN ATTENDANCE 789,937
4 FWE PROGRAM NETWORK CONFERENCES - HOSTED 8 EVENTS IN 2022 WITH A TOTAL OF 218 GRANTEES IN ATTENDANCE 495,876
Part VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
366,796,398
b
Average of monthly cash balances.......................
1b
104,725
c
Fair market value of all other assets (see instructions)................
1c
320,702,473
d
Total (add lines 1a, b, and c).........................
1d
687,603,596
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
687,603,596
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,314,054
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
677,289,542
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
33,864,477
Part X
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 IX, line 6..................
1
33,864,477
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
354,881
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
98
c
Add lines 2a and 2b............................
2c
354,979
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
33,509,498
4
Recoveries of amounts treated as qualifying distributions................
4
661,792
5
Add lines 3 and 4............................
5
34,171,290
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 XII, line 1 ...
7
34,171,290
Part XI
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
45,276,542
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
45,276,542
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 34,171,290
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 21,076,998
b From 2018...... 19,009,234
c From 2019...... 23,200,664
d From 2020...... 30,262,866
e From 2021...... 39,444,829
f Total of lines 3a through e ........ 132,994,591
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 45,276,542
a Applied to 2021, 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 2022 distributable amount..... 34,171,290
e Remaining amount distributed out of corpus 11,105,252
5 Excess distributions carryover applied to 2022. 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 5 144,099,843
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		21,076,998
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		123,022,845
10 Analysis of line 9:
a Excess from 2018.... 19,009,234
b Excess from 2019.... 23,200,664
c Excess from 2020.... 30,262,866
d Excess from 2021.... 39,444,829
e Excess from 2022.... 11,105,252
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

ABIGAIL ADAMS INSTITUTE INC

14 ARROW STREET SUITE G 10
CAMBRIDGE,MA02138 		NONE PC PILOT OF THE PRACTICAL WISDOM GROUP'S LCC'S LEADERSHIP EDUCATION PROGRAM AND A COMPANION HANDBOOK 150,000

ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY

98 FULTON STREET EAST
GRAND RAPIDS,MI49503 		NONE PC FWE FOCUSED PROGRAMMING, CONFERENCES 1,600,000

AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES

1818 R ST NW
WASHINGTON,DC20009 		NONE PC SUPPORT FOR THE CLTE 600,000

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY

300 E UNIVERSITY DR
TEMPE,AZ85281 		NONE PC IMPLEMENTING PRINCIPLED INNOVATION AS THE 9TH DESIGN PRINCIPLE AT ASU; EMBEDDING EM INSTITUTIONALLY 1,735,000

ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION INC

2626 ALUMNI BLVD
JONESBORO,AR72401 		NONE PC INTEGRATE CHARACTER WITHIN EDUCATION SCHOOL 150,000

ASSEMBLIES OF GOD THEOLOGICAL SEMINARY

1435 NORTH GLENSTONE AVENUE
SPRINGFIELD,MO65802 		NONE PC GROW APDP 130,000

AZUSA PACIFIC UNIVERSITY

PO BOX 7000 901 E ALOSTA AVENUE
AZUSA,CA91702 		NONE PC IMPLEMENT APDP 93,745

BAYLOR UNIVERSITY

1311 S 5TH ST
WACO,TX76706 		NONE PC EMBEDDING EM INSTITUTIONALLY 35,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212 		NONE PC INFUSE CHARACTER EDUCATION ACROSS BELMONT UNIVERSITY 400,000

BES INC

131 DARTMOUTH ST FLOOR 3
BOSTON,MA02116 		NONE PC EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS 480,000

BIOLA UNIVERSITY INC

13800 BIOLA AVE
LA MIRADA,CA90639 		NONE PC GROW APDP 53,385

BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA

PO BOX 870142
TUSCALOOSA,AL35487 		NONE GOV SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING 598,381

BOSTON COLLEGE TRUSTEES

140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		NONE PC SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) 500,000

BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC

575 MADISON AVE STE 1006
NEW YORK,NY10022 		NONE PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 605,726

BUCKNELL UNIVERSITY

235 DANA ENGINEERING BLDG
LEWISBURG,PA17837 		NONE PC EMBEDDING EM INSTITUTIONALLY 35,000

CAMPBELL UNIVERSITY

450 LESLIE CAMPBELL AVE
BUIS CREEK,NC27506 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

CATHOLIC MEMORIAL HIGH SCHOOL OF WAUKESHA INC

221 SOUTH HARTWELL AVENUE
WAUKESHA,WI53186 		NONE PC OPERATING EXPENSES 25,000

CENTER FOR URBAN TEACHING INC

2600 W WISCONSIN AVE
MILWAUKEE,WI53233 		NONE PC SUPPORT LEADERSHIP DEVELOPMENT PROGRAM 490,308

CHARACTER LAB INC

3675 MARKET STREET SUITE 200
PHILADELPHIA,PA19104 		NONE PC CHARACTER FOCUSED CONTENT AND PROGRAMMING 692,900

CITADEL FOUNDATION

171 MOULTRIE STREET
CHARLESTON,SC29409 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

CLARKSON UNIVERSITY

8 CLARKSON AVE
POTSDAM,NY13699 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

CONCORDIA UNIVERSITY

1530 CONCORDIA WEST
IRVINE,CA92612 		NONE PC IMPLEMENT APDP 580,000

CROWN COLLEGE

8700 COLLEGE VIEW DRIVE
ST BONIFACIUS,MN55375 		NONE PC GROW APDP 100,000

DR HOWARD FULLER COLLEGIATE ACADEMY INC

4030 NORTH 29TH STREET
MILWAUKEE,WI53216 		NONE PC OPERATING EXPENSES 25,000

DREXEL UNIVERSITY

3141 CHESTNUT STREET
PHILADELPHIA,PA19104 		NONE PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 80,000

DUKE UNIVERSITY

146 LANGFORD BUILDING PO BOX 90968
DURHAM,NC27708 		NONE PC EMBEDDING EM INSTITUTIONALLY 24,913

FLORIDA GULF COAST UNIVERSITY BOARD OF TRUSTEES

10501 FGCU BLVD S
FORT MYERS,FL33965 		NONE GOV EMBEDDING EM INSTITUTIONALLY 25,000

FLORIDA INSTITUTE OF TECHNOLOGY INC

150 WEST UNIVERSITY BOULEVARD
MELBOURNE,FL32901 		NONE PC EMBEDDING EM INSTITUTIONALLY 23,336

FOUNDATION FOR ECONOMIC EDUCATION INC

1718 PEACHTREE SUITE 1048
ATLANTA,GA30309 		NONE PC PROGRAM SUPPORT 362,500

FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC

510 WALNUT ST SUITE 1250
PHILADELPHIA,PA19106 		NONE PC CAPACITY BUILDING 250,000

FRANKLIN W OLIN COLLEGE OF ENGINEERING INC

1000 OLIN WAY
NEEDHAM,MA02492 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

FRESNO PACIFIC UNIVERSITY

1717 S CHESTNUT AVE
FRESNO,CA93702 		NONE PC IMPLEMENT APDP 137,750

GEORGE FOX UNIVERSITY

414 N MERIDIAN ST
NEWBERG,OR97132 		NONE PC IMPLEMENT A 5-YEAR BA/MDIV PROGRAM; EMBEDDING EM INSTITUTIONALLY 116,000

GEORGE WASHINGTON UNIVERSITY

2121 STREET NW
WASHINGTON,DC20052 		NONE PC EMBEDDING EM INSTITUTIONALLY 775,000

GEORGETOWN UNIVERSITY

37TH AND O STREETS NW
WASHINGTON,DC20057 		NONE PC INCORPORATE CHARACTER IN EDUNOMICS LAB MATERIALS 100,000

GEORGIA TECH FOUNDATION INC

760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		NONE SO III FI EMBEDDING EM INSTITUTIONALLY 25,000

GORDON COLLEGE

255 GRAPEVINE ROAD
WENHAM,MA01984 		NONE PC IMPLEMENT APDP 114,000

GPS EDUCATION PARTNERS INC

N19W24075 RIVERWOOD DRIVE SUITE 300
WAUKESHA,WI53188 		NONE PC OPERATING EXPENSES 25,000

GRACE SCHOOLS

200 SEMINARY DR
WINONA LAKE,IN46590 		NONE PC IMPLEMENT APDP 102,500

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		NONE PC IMPLEMENT APDP; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION; EMBEDDING EM INSTITUTIONALLY; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION 685,000

GREAT MN SCHOOLS

1330 LAGOON AVE 4TH FLOOR
MINNEAPOLIS,MN55408 		NONE PC DEEPEN THE UNDERSTANDING OF CHARACTER EDUCATION AND SERVANT LEADERSHIP 70,000

GREAT PUBLIC SCHOOLS FOR IOWA

666 WALNUT STREET SUITE 2000
DES MOINES,IA50309 		NONE PC SUPPORT THE LAUNCH OF A CHARTER AUTHORIZER IN IOWA 120,000

GREATHEARTS FOUNDATION

4801 EAST WASHINGTON ST STE 250
PHOENIX,AZ85034 		NONE SO I SUPPORT THE EXPANSION OF THE GREAT HEARTS SCHOOL NETWORK; SUPPORT THE VIRTUE LEADERSHIP PROGRAM 2,451,733

GREEN BAY AREA CATHOLIC EDUCATION INC

ST NORBERT COLLEGE 1087 KELLOGG ST
GREEN BAY,WI54303 		NONE PC DEVELOP PRE-K THROUGH 12 CATHOLIC SCHOOL VIRTUES BASED PROGRAM 24,400

HMONG AMERICAN PEACE ACADEMY LTD

4601 N 84TH ST
MILWAUKEE,WI53225 		NONE PC OPERATING EXPENSES 25,000

HOPE INSTITUTE

SAMFORD UNIVERSITY ORLEAN BEESON
SCHOOL OF EDUCATION ROOM 415 800 LA
BIRMINGHAM,AL35229 		NONE PC ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY 175,000

INDIANA WESLEYAN UNIVERSITY

4201 S WASHINGTON STREET
MARION,IN46953 		NONE PC GROW APDP 252,000

INSTITUTE FOR JUSTICE

901 N GLEBE ROAD SUITE 900
ARLINGTON,VA22203 		NONE PC OPERATING EXPENSES 250,000

JAMES MADISON UNIVERSITY FOUNDATION INC

1320 S MAIN STREET
HARRISONBURG,VA22807 		NONE PC DEVELOP AND ENHANCE EM STUDENT EXPERIENCES; EMBEDDING EM INSTITUTIONALLY 134,032

JOHN JAY INSTITUTE FOR FAITH SOCIETY AND LAW INC

PO BOX 28221
PHILADELPHIA,PA19131 		NONE PC SUPPORT EXPANSION OF THE FELLOWS PROGRAM 182,000

KINGDOM PREP LUTHERAN HIGH SCHOOL INC

2520 N WAUWATOSA AVENUE
WAUWATOSA,WI53213 		NONE PC OPERATING EXPENSES 25,000

LAWRENCE TECHNOLOGICAL UNIVERSITY

21000 WEST TEN MILE ROAD
SOUTHFIELD,MI48075 		NONE PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY 275,000

LEHIGH UNIVERSITY

27 MEMORIAL DRIVE WEST
BETHLEHEM,PA18015 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

LIPSCOMB UNIVERSITY

ONE UNIVERSITY PARK DRIVE
NASHVILLE,TN37204 		NONE PC IMPLEMENT APDP; INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM 415,000

LUTHERAN UNIVERSITY ASSOCIATION

1700 CHAPEL DR
VALPARAISO,IN46383 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

MICHIGAN TECH FUND

1400 TOWNSEND DRIVE
HOUGHTON,MI49931 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC

5001 N OAK TRAFFICWAY
KANSAS CITY,MO64118 		NONE PC GROW APDP 33,000

MILWAUKEE SCHOOL OF ENGINEERING

1025 NORTH BROADWAY
MILWAUKEE,WI52303 		NONE PC CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; EM FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY 1,375,000

MINNESOTA STATE UNIVERSITY MANKATO

131 TRAFTON SCIENCE CENTER NORTH
MANKATO,MN56001 		NONE GOV EMBEDDING EM INSTITUTIONALLY 25,000

MONTANA STATE UNIVERSITY

CULBERTSON HALL 100
BOZEMAN,MT59717 		NONE GOV EMBEDDING EM INSTITUTIONALLY 25,000

MONTCLAIR STATE UNIVERSITY FOUNDATION INC

UNIVERSITY HALL 4205 1 NORMAL AVE
MONTCLAIR,NJ07043 		NONE PC SUPPORT FOR POSTDOCTORAL FELLOW 150,000

MTF FUND

10901 LOWELL AVE STE 130
OVERLAND PARK,KS66210 		NONE SO I SUPPORT THE GROWTH AND IMPACT OF MTF; OPERATING EXPENSES 2,951,500

NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING

1801 WEST END AVENUE SUITE 920
NASHVILLE,TN37203 		NONE PC ACCELERATING CHARACTER EDUCATION AND DEVELOPMENT FOR LEADERS 620,122

NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY

3939 GENTILLY BLVD
NEW ORLEANS,LA70126 		NONE PC IMPLEMENT APDP 90,000

NEW SCHOOLS FOR ALABAMA

2 20TH ST N STE 1315
BIRMINGHAM,AL35203 		NONE PC SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA 905,000

NORTH AMERICAN BAPTIST SEMINARY

2100 SOUTH SUMMIT AVENUE
SIOUX FALLS,SD57105 		NONE PC GROW APDP 128,200

NORTH CAROLINA STATE UNIVERSITY

HOLLADAY HALL BOX 7001
RALEIGH,NC27695 		NONE GOV EMBEDDING EM INSTITUTIONALLY 170,000

NORTHERN BAPTIST THEOLOGICAL SEMINARY

410 WARRENVILLE RD
LISLE,IL60532 		NONE PC IMPLEMENT APDP 32,000

NORTHWEST NAZARENE UNIVERSITY INC

623 S UNIVERSITY BLVD
NAMPA,ID83686 		NONE PC IMPLEMENT APDP 111,000

OHIO NORTHERN UNIVERSITY

525 SOUTH MAIN STREET
ADA,OH45810 		NONE PC EMBEDDING EM INSTITUTIONALLY 45,000

OHIO STATE UNIVERSITY FOUNDATION

281 W LANE AVE
COLUMBUS,OH43210 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

OREGON TECH FOUNDATION INC

3201 CAMPUS DR
KLAMATH FALLS,OR97601 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

PALM BEACH ATLANTIC UNIVERSITY INC

901 S FLAGLER DR
WEST PALM BEACH,FL33401 		NONE PC IMPLEMENT APDP 111,000

PARENT CHOICE INC

350 BISHOPS WAY STE 104
BROOKFIELD,WI53005 		NONE SO I OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE 200,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 415649
BOSTON,MA02241 		NONE PC HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS 700,000

PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE

500 EL CAMINO REAL
SANTA CLARA,CA95053 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

UNIVERSITY OF CALIFORNIA BERKELEY
MC 6070
BERKELEY,CA94720 		NONE PC SUPPORT GREATER GOOD SCIENCE CENTER 234,275

ROCHESTER INSTITUTE OF TECHNOLOGY

1 LOMB MEMORIAL DR
ROCHESTER,NY14623 		NONE PC EMBEDDING EM INSTITUTIONALLY 55,000

ROSE-HULMAN INSTITUTE OF TECHNOLOGY

5500 WABASH AVENUE
TERRE HAUTE,IN47803 		NONE PC EMBEDDING EM INSTITUTIONALLY 45,000

ROWAN UNIVERSITY FOUNDATION INC

201 MULLICA HILL RD
GLASSBORO,NJ08028 		NONE PC EMBEDDING EM INSTITUTIONALLY 734,683

SEATTLE PACIFIC UNIVERSITY

STE 304 3307 3RD AVE WEST
SEATTLE,WA97119 		NONE PC IMPLEMENT APDP 21,614

SOUTH DAKOTA SCHOOL OF MINES & TECHNOLOGY

501 E ST JOSEPH ST
RAPID CITY,SD57701 		NONE GOV EMBEDDING EM INSTITUTIONALLY 25,000

SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY

PO BOX 1889
WAKE FOREST,NC27588 		NONE PC GROW APDP 82,437

SOUTHEASTERN UNIVERSITY INC

1000 LONGFELLOW BLVD
LAKELAND,FL33801 		NONE PC GROW APDP 700,000

ST MARYS UNIVERSITY OF MINNESOTA

700 TERRACE HEIGHTS
WINONA,MN55987 		NONE PC SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM 300,000

ST AUGUSTINE PREPARATORY ACADEMY INC

2607 S 5TH STREET
MILWAUKEE,WI53207 		NONE PC OPERATING EXPENSES 25,000

ST LOUIS UNIVERSITY

221 N GRAND BLVD
ST LOUIS,MO63103 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

TEACH FOR AMERICA INC

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING 400,000

THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND

6823 ST CHARLES AVENUE
NEW ORLEANS,LA70118 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

THE ASPEN INSTITUTE INC

2300 N STREET SUITE 700
WASHINGTON,DC20037 		NONE PC LAUNCH THE DIGITAL LEADERSHIP DEVELOPMENT INDEX ASSESSMENT TOOL 290,000

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS

PRESIDENTS OFFICE MC-346 506 S
WRIGHT ST
CHAMPAIGN,IL61801 		NONE PC EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 760,600

THE CEDARVILLE UNIVERSITY

251 N MAIN STREET
CEDARVILLE,OH45314 		NONE PC EXPAND ENROLLMENT, FORMATION, POST-GRADUATION MENTORING 84,000

THE MEDICAL COLLEGE OF WISCONSIN INC

8701 WATERTOWN PLANK ROAD
MILWAUKEE,WI53226 		NONE PC KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK; SUPPORT ENDOWED CHAIR OF BRAIN TRAUMA RESEARCH 600,000

THE UNIVERSITY OF TENNESSEE FOUNDATION INC

1525 UNIVERSITY AVENUE
KNOXVILLE,TN37921 		NONE PC INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP 134,221

THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA

101 E 13TH ST
HOLLAND,MI49423 		NONE PC IMPLEMENT APDP 68,735

UNION UNIVERSITY

1050 UNION UNIVERSITY DRIVE
JACKSON,TN38305 		NONE PC IMPLEMENT APDP 136,000

UNIVERSITY OF DAYTON

300 COLLEGE PARK
DAYTON,OH45469 		NONE PC EMBEDDING EM INSTITUTIONALLY 35,000

UNIVERSITY OF DENVER

2199 S UNIVERSITY BLVD
DENVER,CO80208 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

UNIVERSITY OF DETROIT MERCY

4001 WEST MCNICHOLS RD
DETROIT,MI48221 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

UNIVERSITY OF MISSOURI

201 EDUCATION ADMIN BLDG 7800
NATURAL BRIDGE RD
ST LOUIS,MO63121 		NONE GOV SUPPORT FOR POSTDOCTORAL FELLOW; SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC) 283,848

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

148 ROSENAU HALL CB 7431
CHAPEL HILL,NC27599 		NONE GOV EMBEDDING EM INSTITUTIONALLY 245,000

UNIVERSITY OF NORTHERN IOWA FOUNDATION

OFFICE OF RESEARCH AND SPONSORED
PROGRAMS 213 EAST BARTLETT HALL
CEDAR FALLS,IA50614 		NONE PC ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION 645,000

UNIVERSITY OF PORTLAND

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

UNIVERSITY OF SAN DIEGO

5998 ALCALA PARK
SAN DIEGO,CA92110 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

UNIVERSITY OF ST THOMAS

2115 SUMMIT AVENUE
SAINT PAUL,MN55105 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

UNIVERSITY OF TOLEDO

2801 BANCROFT ST
TOLEDO,OH43606 		NONE GOV EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 159,000

UNIVERSITY OF WEST ALABAMA FOUNDATION

STATION 200
LIVINGSTON,AL35470 		NONE PC TO DEVELOP RURAL LEADERS NETWORKS IN SOUTHERN AL 887,000

UPLIFT EDUCATION

3000 PEGASUS PARK DRIVE STE 1100
DALLAS,TX75247 		NONE PC TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE 353,000

UW-PLATTEVILLE FOUNDATION INC

1 UNIVERSITY PLAZA
PLATTEVILLE,WI53818 		NONE PC EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 475,000

VANDERBILT UNIVERSITY

110 MAGNOLIA CIRCLE
NASHVILLE,TN37203 		NONE PC EMBEDDING EM INSTITUTIONALLY 10,000

VILLANOVA UNIVERSITY

800 LANCASTER AVENUE
VILLANOVA,PA19085 		NONE PC EMBEDDING EM INSTITUTIONALLY 25,000

VOICES COLLEGE-BOUND LANGUAGE ACADEMIES

6840 VIA DEL ORO SUITE 160
SAN JOSE,CA95119 		NONE PC DEEPEN NETWORK-WIDE WORK WITH CHARACTER EDUCATION 150,000

WAKE FOREST UNIVERSITY

1834 WAKE FOREST ROAD
WINSTONSALEM,NC27106 		NONE PC TO SUPPORT THE PLACEMENT OF 1 POST-DOC FOR 2 YEARS; EMBEDDING EM INSTITUTIONALLY 184,430

WARTBURG COLLEGE

100 WARTBURG COLLEGE
WAVERLY,IA50677 		NONE PC IMPLEMENT APDP 39,502

WESLEYAN CHURCH CORPORATION

PO BOX 50434
INDIANAPOLIS,IN46250 		NONE PC IMPLEMENT APDP 99,550

WESTERN NEW ENGLAND UNIVERSITY

1215 WILBRAHAM ROAD
SPRINGFIELD,MA01119 		NONE PC EMBEDDING EM INSTITUTIONALLY 35,000

WICHITA STATE UNIVERSITY

1845 FAIRMOUNT ST
WICHITA,KS67260 		NONE GOV EMBEDDING EM INSTITUTIONALLY 35,000

WILLIAM JESSUP UNIVERSITY

2121 UNIVERSITY AVENUE
ROCKLIN,CA95765 		NONE PC IMPLEMENT APDP 68,440

WINDRIDER INSTITUTE INC

PO BOX 1640
EAGLE,ID83616 		NONE POF CONTENT CREATION 225,000

WISCONSIN INSTITUTE FOR LAW & LIBERTY INC

330 E KILBOURN SUITE 725
MILWAUKEE,WI53202 		NONE PC OPERATING EXPENSES 600,000

WORCESTER POLYTECHNIC INSTITUTE

100 INSTITUTE ROAD WASHBURN 216 C
WORCESTER,MA01609 		NONE PC EMBEDDING EM INSTITUTIONALLY 35,000

YERKES FUTURE FOUNDATION INC

PO BOX 346
WILLIAMS BAY,WI53191 		NONE PC BUILD PROGRAM CAPACITY 500,000

UNIVERSITY OF NEW HAVEN

300 BOSTON POST ROAD
WEST HAVEN,CT06516 		NONE PC EMBEDDING EM INSTITIONALLY 25,000
Total .................................right arrow 3a 34,232,766
bApproved for future payment

ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY
98 FULTON STREET EAST
GRAND RAPIDS,MI49503 		NONE PC FWE FOCUSED PROGRAMMING, CONFERENCES 1,600,000

AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES
1818 R ST NW
WASHINGTON,DC20009 		NONE PC SUPPORT FOR THE CLTE 1,200,000

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
300 E UNIVERSITY DR
TEMPE,AZ85281 		NONE PC IMPLEMENTING PRINCIPLED INNOVATION AS THE 9TH DESIGN PRINCIPLE AT ASU; EMBEDDING EM INSTITUTIONALLY 23,300,000

ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION INC
2626 ALUMNI BLVD
JONESBORO,AR72401 		NONE PC INTEGRATE CHARACTER WITHIN EDUCATION SCHOOL 150,000

ASSEMBLIES OF GOD THEOLOGICAL SEMINARY
1435 NORTH GLENSTONE AVENUE
SPRINGFIELD,MO65802 		NONE PC GROW APDP 70,000

AZUSA PACIFIC UNIVERSITY
PO BOX 7000 901 E ALOSTA AVENUE
AZUSA,CA91702 		NONE PC IMPLEMENT APDP 312,088

BELMONT UNIVERSITY
1900 BELMONT BLVD
NASHVILLE,TN37212 		NONE PC INFUSE CHARACTER EDUCATION ACROSS BELMONT UNIVERSITY 775,000

BES INC
131 DARTMOUTH ST FLOOR 3
BOSTON,MA02116 		NONE PC EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS 1,970,000

BIOLA UNIVERSITY INC
13800 BIOLA AVE
LA MIRADA,CA90639 		NONE PC GROW APDP 331,726

BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA
PO BOX 870142
TUSCALOOSA,AL35487 		NONE GOV SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING 396,998

BOSTON COLLEGE TRUSTEES
140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		NONE PC SUPPORT THE DEVELOPMENT OF PROFESSIONAL LEARNING COMMUNITIES (PLC'S) 500,000

BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC
575 MADISON AVE STE 1006
NEW YORK,NY10022 		NONE PC CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES 1,753,361

CENTER FOR URBAN TEACHING INC
2600 W WISCONSIN AVE
MILWAUKEE,WI53233 		NONE PC SUPPORT LEADERSHIP DEVELOPMENT PROGRAM 1,006,692

CHARACTER LAB INC
3675 MARKET STREET SUITE 200
PHILADELPHIA,PA19104 		NONE PC CHARACTER FOCUSED CONTENT AND PROGRAMMING 1,007,100

CONCORDIA UNIVERSITY
1530 CONCORDIA WEST
IRVINE,CA92612 		NONE PC IMPLEMENT APDP 659,000

DUKE UNIVERSITY
146 LANGFORD BUILDING PO BOX 90968
DURHAM,NC27708 		NONE PC EMBEDDING EM INSTITUTIONALLY 685,000

FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC
510 WALNUT ST SUITE 1250
PHILADELPHIA,PA19106 		NONE PC CAPACITY BUILDING 500,000

FRESNO PACIFIC UNIVERSITY
1717 S CHESTNUT AVE
FRESNO,CA93702 		NONE PC IMPLEMENT APDP 275,500

GEORGE FOX UNIVERSITY
414 N MERIDIAN ST
NEWBERG,OR97132 		NONE PC IMPLEMENT A 5-YEAR BA/MDIV PROGRAM; EMBEDDING EM INSTITUTIONALLY 66,000

GEORGE WASHINGTON UNIVERSITY
2121 STREET NW
WASHINGTON,DC20052 		NONE PC EMBEDDING EM INSTITUTIONALLY 1,274,000

GEORGIA TECH FOUNDATION INC
760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		NONE SO III FI EMBEDDING EM INSTITUTIONALLY 634,000

GORDON COLLEGE
255 GRAPEVINE ROAD
WENHAM,MA01984 		NONE PC IMPLEMENT APDP 228,000

GRAND CANYON UNIVERSITY
3300 W CAMELBACK RD
PHOENIX,AZ85017 		NONE PC IMPLEMENT APDP; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION; EMBEDDING EM INSTITUTIONALLY; SUPPORT TO DEVELOP THE GCU CENTER FOR CHARACTER EDUCATION 3,241,000

GREATHEARTS FOUNDATION
4801 EAST WASHINGTON ST STE 250
PHOENIX,AZ85034 		NONE SO I SUPPORT THE EXPANSION OF THE GREAT HEARTS SCHOOL NETWORK; SUPPORT THE VIRTUE LEADERSHIP PROGRAM 16,000,000

HOPE INSTITUTE
SAMFORD UNIVERSITY ORLEAN BEESON
SCHOOL OF EDUCATION ROOM 415 800 LA
BIRMINGHAM,AL35229 		NONE PC ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY 40,000

INDIANA WESLEYAN UNIVERSITY
4201 S WASHINGTON STREET
MARION,IN46953 		NONE PC GROW APDP 939,000

INSTITUTE FOR JUSTICE
901 N GLEBE ROAD SUITE 900
ARLINGTON,VA22203 		NONE PC OPERATING EXPENSES 500,000

JAMES MADISON UNIVERSITY FOUNDATION INC
1320 S MAIN STREET
HARRISONBURG,VA22807 		NONE PC DEVELOP AND ENHANCE EM STUDENT EXPERIENCES; EMBEDDING EM INSTITUTIONALLY 60,000

LAWRENCE TECHNOLOGICAL UNIVERSITY
21000 WEST TEN MILE ROAD
SOUTHFIELD,MI48075 		NONE PC ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY 150,000

LIPSCOMB UNIVERSITY
ONE UNIVERSITY PARK DRIVE
NASHVILLE,TN37204 		NONE PC IMPLEMENT APDP; INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM 1,015,970

MICHIGAN TECH FUND
1400 TOWNSEND DRIVE
HOUGHTON,MI49931 		NONE PC EMBEDDING EM INSTITUTIONALLY 208,500

MILWAUKEE SCHOOL OF ENGINEERING
1025 NORTH BROADWAY
MILWAUKEE,WI52303 		NONE PC CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; EM FACULTY DEVELOPMENT TRAINING; EMBEDDING EM INSTITUTIONALLY 1,121,000

MONTANA STATE UNIVERSITY
CULBERTSON HALL 100
BOZEMAN,MT59717 		NONE GOV EMBEDDING EM INSTITUTIONALLY 98,000

MTF FUND
10901 LOWELL AVE STE 130
OVERLAND PARK,KS66210 		NONE SO I SUPPORT THE GROWTH AND IMPACT OF MTF; OPERATING EXPENSES 2,882,500

NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY
3939 GENTILLY BLVD
NEW ORLEANS,LA70126 		NONE PC IMPLEMENT APDP 126,500

NEW SCHOOLS FOR ALABAMA
2 20TH ST N STE 1315
BIRMINGHAM,AL35203 		NONE PC SUPPORT CREATING AND OPERATING CHARTER SCHOOLS IN ALABAMA 1,355,000

NORTH AMERICAN BAPTIST SEMINARY
2100 SOUTH SUMMIT AVENUE
SIOUX FALLS,SD57105 		NONE PC GROW APDP 128,200

NORTHWEST NAZARENE UNIVERSITY INC
623 S UNIVERSITY BLVD
NAMPA,ID83686 		NONE PC IMPLEMENT APDP 304,000

PALM BEACH ATLANTIC UNIVERSITY INC
901 S FLAGLER DR
WEST PALM BEACH,FL33401 		NONE PC IMPLEMENT APDP 111,000

PARENT CHOICE INC
350 BISHOPS WAY STE 104
BROOKFIELD,WI53005 		NONE SO I OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE 200,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 415649
BOSTON,MA02241 		NONE PC HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS 1,380,500

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
UNIVERSITY OF CALIFORNIA BERKELEY
MC 6070
BERKELEY,CA94720 		NONE PC SUPPORT GREATER GOOD SCIENCE CENTER 243,725

ROCHESTER INSTITUTE OF TECHNOLOGY
1 LOMB MEMORIAL DR
ROCHESTER,NY14623 		NONE PC EMBEDDING EM INSTITUTIONALLY 125,000

ROSE-HULMAN INSTITUTE OF TECHNOLOGY
5500 WABASH AVENUE
TERRE HAUTE,IN47803 		NONE PC EMBEDDING EM INSTITUTIONALLY 157,500

ROWAN UNIVERSITY FOUNDATION INC
201 MULLICA HILL RD
GLASSBORO,NJ08028 		NONE PC EMBEDDING EM INSTITUTIONALLY 295,000

SOUTHEASTERN UNIVERSITY INC
1000 LONGFELLOW BLVD
LAKELAND,FL33801 		NONE PC GROW APDP 700,000

TEACH FOR AMERICA INC
25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING 550,000

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
PRESIDENTS OFFICE MC-346 506 S
WRIGHT ST
CHAMPAIGN,IL61801 		NONE PC EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 1,170,000

THE CEDARVILLE UNIVERSITY
251 N MAIN STREET
CEDARVILLE,OH45314 		NONE PC EXPAND ENROLLMENT, FORMATION, POST-GRADUATION MENTORING 171,000

THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK ROAD
MILWAUKEE,WI53226 		NONE PC KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK; SUPPORT ENDOWED CHAIR OF BRAIN TRAUMA RESEARCH 50,600,000

THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA
101 E 13TH ST
HOLLAND,MI49423 		NONE PC IMPLEMENT APDP 432,265

UNION UNIVERSITY
1050 UNION UNIVERSITY DRIVE
JACKSON,TN38305 		NONE PC IMPLEMENT APDP 83,000

UNIVERSITY OF MISSOURI
201 EDUCATION ADMIN BLDG 7800
NATURAL BRIDGE RD
ST LOUIS,MO63121 		NONE GOV SUPPORT FOR POSTDOCTORAL FELLOW; SUPPORT THE CENTER FOR CHARACTER & CITIZENSHIP (CCC) 281,152

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
148 ROSENAU HALL CB 7431
CHAPEL HILL,NC27599 		NONE GOV EMBEDDING EM INSTITUTIONALLY 356,000

UNIVERSITY OF NORTHERN IOWA FOUNDATION
OFFICE OF RESEARCH AND SPONSORED
PROGRAMS 213 EAST BARTLETT HALL
CEDAR FALLS,IA50614 		NONE PC ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION 1,288,000

UNIVERSITY OF PORTLAND
5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		NONE PC EMBEDDING EM INSTITUTIONALLY 120,500

UNIVERSITY OF WEST ALABAMA FOUNDATION
STATION 200
LIVINGSTON,AL35470 		NONE PC TO DEVELOP RURAL LEADERS NETWORKS IN SOUTHERN AL 887,000

UPLIFT EDUCATION
3000 PEGASUS PARK DRIVE STE 1100
DALLAS,TX75247 		NONE PC TO BUILD UPON THE STUDENT AND STAFF WELL-BEING INITIATIVE 353,000

UW-PLATTEVILLE FOUNDATION INC
1 UNIVERSITY PLAZA
PLATTEVILLE,WI53818 		NONE PC EMBEDDING EM INSTITUTIONALLY; KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING 362,000

WAKE FOREST UNIVERSITY
1834 WAKE FOREST ROAD
WINSTONSALEM,NC27106 		NONE PC TO SUPPORT THE PLACEMENT OF 1 POST-DOC FOR 2 YEARS; EMBEDDING EM INSTITUTIONALLY 6,593,000

WESLEYAN CHURCH CORPORATION
PO BOX 50434
INDIANAPOLIS,IN46250 		NONE PC IMPLEMENT APDP 199,100

WISCONSIN INSTITUTE FOR LAW & LIBERTY INC
330 E KILBOURN SUITE 725
MILWAUKEE,WI53202 		NONE PC OPERATING EXPENSES 1,000,000

YERKES FUTURE FOUNDATION INC
PO BOX 346
WILLIAMS BAY,WI53191 		NONE PC BUILD PROGRAM CAPACITY 500,000
Total ................................. right arrow 3b 135,022,877
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 9,493,331  
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 11,006,405  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		  -389,890 14 8,033,177  
bPRIOR YEAR GRANT REFUND         661,792
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -389,890 28,532,913 661,792
13Total. Add line 12, columns (b), (d), and (e)..................
13
28,804,815
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE ROBERT D AND PATRICIA E KERN
FAMILY FOUNDATION INC
Employer identification number

39-1923558
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE ROBERT D AND PATRICIA E KERN
FAMILY FOUNDATION INC 		Employer identification number
39-1923558
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ROBERT D KERN PRIVATE REVOCABLE TRUST
 
W305 S4239 BROOKHILL ROAD
 
WAUKESHA, WI53189

$ 15,246,474


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE ROBERT D AND PATRICIA E KERN
FAMILY FOUNDATION INC 		Employer identification number

39-1923558
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INVESTMENTS IN MULTIPLE INVESTMENT FUNDS $ 15,246,474 2022-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE ROBERT D AND PATRICIA E KERN
FAMILY FOUNDATION INC 		Employer identification number

39-1923558
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 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 38,754 19,377   19,377

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TY 2022 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
WINDRIDER INSTITUTE INC
  		PO BOX 1640
EAGLE,ID83616 		2022-02-08 225,000 SUPPORT WINDRIDER CONTENT CREATION 225,000 NONE 1/10/2023   FURTHER VERIFICATION NOT REQUIRED. THE FOUNDATION ACCEPTS THE RESULTS OF THE GRANTEE REPORTING.

TY 2022 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 31,675,845 31,675,845
PACIFIC ASSET MANAGEMENT BANK 25,801,287 25,801,287
TCW EM DEBT 17,900,774 17,900,774

TY 2022 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 41,647,987 41,647,987
FRED ALGER 39,577,790 39,577,790
OFI GLOBAL 25,871,112 25,871,112
VANGUARD S&P 500 INDEX 53,848,319 53,848,319
VANGUARD RUSSELL 2000 GROWTH 9,068,254 9,068,254
ACADIAN ASSET MANAGEMENT 34,592,739 34,592,739
EUROPACIFIC GROWTH FUND 30,438,204 30,438,204
FIDUCIARY MANAGEMENT 52,367,417 52,367,417

TY 2022 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 FMV 83,446,209 83,446,209
ANGELO GORDON ENERGY FMV 516,606 516,606
CLAIRION LION PROPERTIES FUND FMV 21,480,933 21,480,933
NIS FMV 25,988,657 25,988,657
PARAMETRIC FMV 39,551,012 39,551,012
PORTFOLIO ADVISORS FMV 2,157,033 2,157,033
PRISA III FMV 44,502,287 44,502,287
PRUDENTIAL CAPITAL PARTNERS FMV 31,318,324 31,318,324
RREEF INSTITUTIONAL FMV 15,849,073 15,849,073
SUMMIT PARTNERS CREDIT FMV 19,313,712 19,313,712
CRESCENT PRIVATE CREDIT PARTNERS FMV 10,946,653 10,946,653
CORBIN CAPITAL PARTNERS FMV 221,621 221,621
PIMCO TACTICAL OPPORTUNITIES FMV 25,048,065 25,048,065
ARTEMIS REAL ESTATE PARTNERS FMV 539,612 539,612

TY 2022 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 5,113 0   5,113
C3 LEGAL 4,288 0   4,288


TY 2022 OtherDecreasesSchedule
Name:
THE ROBERT D AND PATRICIA E KERN
 
FAMILY FOUNDATION INC
EIN:
39-1923558
Description Amount
UNREALIZED GAIN/LOSS 66,662,064


TY 2022 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 7,644 0   7,644
COMPUTER TECHNOLOGY 72,414 0   72,414
DUES & SUBSCRIPTIONS 7,661 0   7,661
FURNITURE 915 0   915
RECRUITMENT EXPENSES 9,728 0   9,728
MEMORIALS/MISC 312 0   312
OFFICE SUPPLIES 11,449 0   11,449
POSTAGE & DELIVERY 262 0   262
KEEN DIGITAL ENGAGEMENT PLATFORM (DCA) 814,506 0   814,506
KEEN FACULTY DEVELOPMENT (DCA) 789,937 0   789,937
FRANKLINCOVEY CLIENT SALES INC. (DCA) 2,500,000 0   2,500,000


TY 2022 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 7,643,287 8,033,177 7,643,287
PRIOR YEAR GRANT REFUND 661,792   661,792


TY 2022 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 1,500 1,500   0
ACADIAN - INVESTMENT ADVISORY SERVICES 112,355 112,355   0
BANK OF AMERICA - CUSTODY SERVICES 57,641 57,641   0
BETTER PARTNERS, LLC - CONSULTING 675 0   675
CLARION LION - INVESTMENT ADVISORY SERVICES 205,543 205,543   0
FIDUCIARY MANAGEMENT - INVESTMENT ADVISORY SERVICES 257,460 257,460   0
FRED ALGER - INVESTMENT ADVISORY SERVICES 305,416 305,416   0
GARY LATO - INVESTMENT CONSULTING 2,000 2,000   0
MARQUETTE ASSOCIATES - INVESTMENT ADVISORY SERVICES 144,000 144,000   0
NIS - INVESTMENT ADVISORY SERVICES 137,262 137,262   0
OFI GLOBAL - INVESTMENT ADVISORY SERVICES 225,486 225,486   0
PARAMETRIC - INVESTMENT ADVISORY SERVICES 147,187 147,187   0
PRISA III - INVESTMENT ADVISORY SERVICES 398,697 398,697   0
PRUDENTIAL REAL ESTATE - INVESTMENT ADVISORY SERVICES 266,653 266,653   0
SCOTT CORMODE - CONSULTING 5,000 0   5,000
RREEF - INVESTMENT ADVISORY SERVICES 153,066 153,066   0
BRENT PETERSON - CONSULTING 6,000 0   6,000
WARREN PIERSON - INVESTMENT CONSULTING 2,000 2,000   0
JENNIFER GRAFFIUS - CONSULTING 11,500 0   11,500
SARAH ESTELLE - CONSULTING 6,000 0   6,000
CHRISTINA LAKE - CONSULTING 6,000 0   6,000
EDDY SHIGLEY - CONSULTING 8,000 0   8,000
JOHN SEEL CONSULTING LLC - CONSULTING 8,822 0   8,822
BETH JONES - CONSULTING 6,000 0   6,000
JOEL ROSARIO - CONSULTING 11,300 0   11,300
OAK ROSE GROUP, LLC - CONSULTING 9,000 0   9,000
SHARON KOENINGS - CONSULTING 52,900 0   52,900
NATHAN HELLING - CONSULTING 5,500 0   5,500
MARY MURPHY - CONSULTING 36,158 0   36,158
JASON HILES - CONSULTING 5,500 0   5,500
ARTEMSI - INVESTMENT CONSULTING 253,556 253,556   0
PIMCO - INVESTMENT CONSULTING 81,497 81,497   0
JONATHAN GRENZ - CONSULTING 5,500 0   5,500
RACHEL FERGUSON - CONSULTING 1,000 0   1,000
CHARLES E. SELF - CONSULTING 6,000 0   6,000
CHRIS ADAMS - CONSULTING 5,000 0   5,000
MICHAELA O'DONNELL - CONSULTING 5,000 0   5,000
BRENT WATERS - CONSULTING 6,000 0   6,000
GREG FORSTER - CONSULTING 5,000 0   5,000
SEVENSIDED CONSULTING 6,000 0   6,000
W. JAY MOON 6,000 0   6,000


TY 2022 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 472,654 0   0
STATE INCOME TAX PAYMENT 98 0   0