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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
J J KELLER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3003 BREEZEWOOD LANE PO BOX 368
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEENAH, WI549570368
A Employer identification number

39-1683437
B Telephone number (see instructions)

(920) 720-7872
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$89,791,565J 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 right arrow.............
3 Interest on savings and temporary cash investments 109,055 109,055  
4 Dividends and interest from securities... 1,789,487 1,772,638  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,916,987
b Gross sales price for all assets on line 6a 11,150,617
7 Capital gain net income (from Part IV, line 2)... 1,916,987
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,815,529 3,798,680  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 175,000 1,750   173,250
14 Other employee salaries and wages...... 93,659 937   92,723
15 Pension plans, employee benefits....... 8,646 86   8,560
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,338 11,504   3,835
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
173,127 172,352   0
17 Interest............... 46 46   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
49,635 6,034   17,601
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,304 0   5,304
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
101,197 63,162   37,206
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 621,952 255,871   338,479
25 Contributions, gifts, grants paid....... 4,023,547 4,023,547
26 Total expenses and disbursements. Add lines 24 and 25 4,645,499 255,871   4,362,026
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -829,970
b Net investment income (if negative, enter -0-) 3,542,809
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,924,740 5,727,633 5,727,633
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) 3,136,257 Click to see attachment
List of Attached Documents:
// Content
3,259,687 		3,053,365
b Investments—corporate stock (attach schedule)....... 6,913,891 Click to see attachment
List of Attached Documents:
// Content
7,245,230 		8,993,753
c Investments—corporate bonds (attach schedule)....... 3,991,432 Click to see attachment
List of Attached Documents:
// Content
3,941,428 		3,771,195
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).......... 43,878,621 Click to see attachment
List of Attached Documents:
// Content
41,840,993 		68,245,619
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) 62,844,941 62,014,971 89,791,565
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 62,844,941 62,014,971
29 Total net assets or fund balances (see instructions)..... 62,844,941 62,014,971
30 Total liabilities and net assets/fund balances (see instructions). 62,844,941 62,014,971
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
62,844,941
2
Enter amount from Part I, line 27a .....................
2
-829,970
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
62,014,971
5
Decreases not included in line 2 (itemize) right arrow
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
62,014,971
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b FRONTIER MKT SEL FD II      
c HUNTER STREET MASTER FD II      
d CAPITAL GAINS DIVIDENDS P    
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 10,698,388   9,232,349 1,466,039
b 19,466     19,466
c     1,281 -1,281
d 432,763     432,763
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       1,466,039
b       19,466
c       -1,281
d       432,763
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 1,916,987
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 49,245
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 49,245
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 49,245
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 24,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,880
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 24,365
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 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2023 or the taxable year beginning in 2023? 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
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.JJKELLERFOUNDATION.ORG
14
The books are in care ofright arrowJENNIFER PEETERS Telephone no.right arrow (920) 967-6030

Located atright arrowPO BOX 368NEENAHWI ZIP+4right arrow549570368
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
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
MARNE L KELLER-KRIKAVA DIRECTOR/PRESIDENT
1.00 		0 0 0
3003 BREEZEWOOD LANE
NEENAH,WI54957
JAMES J KELLER DIRECTOR/VP/TREASURER/SECY
1.00 		0 0 0
3003 BREEZEWOOD LANE
NEENAH,WI54957
ROBERT L KELLER DIRECTOR
1.00 		0 0 0
3003 BREEZEWOOD LANE
NEENAH,WI54957
BRIAN J KELLER DIRECTOR
1.00 		0 0 0
3003 BREEZEWOOD LANE
NEENAH,WI54957
MONICA N STAGE EXECUTIVE DIRECTOR
40.00 		175,000 5,400 0
3003 BREEZEWOOD LANE
NEENAH,WI54957
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 THE FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES. 0
2  
3  
4  
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 (2023)
Form 990-PF (2023)
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
81,777,995
b
Average of monthly cash balances.......................
1b
3,944,973
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
85,722,968
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
85,722,968
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,285,845
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
84,437,123
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,221,856
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
4,221,856
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
49,245
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
49,245
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,172,611
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,172,611
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
4,172,611
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
4,362,026
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
4,362,026
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,172,611
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 367,264
c From 2020......  
d From 2021...... 52,503
e From 2022......  
f Total of lines 3a through e ........ 419,767
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,362,026
a Applied to 2022, 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 2023 distributable amount..... 4,172,611
e Remaining amount distributed out of corpus 189,415
5 Excess distributions carryover applied to 2023. 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 5 609,182
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		609,182
10 Analysis of line 9:
a Excess from 2019.... 367,264
b Excess from 2020....  
c Excess from 2021.... 52,503
d Excess from 2022....  
e Excess from 2023.... 189,415
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 (2023)
Form 990-PF (2023)
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

1000 GENERATIONS INC

PO BOX 213
ELKHORN,WI53121 		  PC GENERAL CHARITABLE 25,000

5-STONES

P O BOX 2163
APPLETON,WI54912 		  PC GENERAL CHARITABLE 1,250

ACHIEVE BROWN COUNTY

340 N BROADWAY STE 400
GREEN BAY,WI54303 		  PC GENERAL CHARITABLE 5,000

ALTERNATIVE CENTER FOR EDUCATION

101 W EDISON AVE STE 115
APPLETON,WI64915 		  PC GENERAL CHARITABLE 10,000

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY NW STE
200
KENNESAW,GA30144 		  PC GENERAL CHARITABLE 165

AMERICAN DIABETES ASSOCIATION

P O BOX 7023
MERRIFIELD,VA22116 		  PC GENERAL CHARITABLE 460

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST FL 11
NEW YORK,NY10038 		  PC GENERAL CHARITABLE 1,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		  PC GENERAL CHARITABLE 347

AMERICAN RED CROSS - NORTHEAST WISCONSIN

2905 UNIVERSAL ST SUITE LL5
OSHKOSH,WI54904 		  PC GENERAL CHARITABLE 20,000

APPLETON COMMUNITY EVANG FREE CHURCH

2490 W CAPITAL DR
APPLETON,WI54914 		  PC GENERAL CHARITABLE 5,000

APPLETON COMMUNITY MUSIC INC

PO BOX 1674
APPLETON,WI54912 		  PC GENERAL CHARITABLE 500

AUTISM SOCIETY OF AMERICA

P O BOX 266
LITTLE CHUTE,WI54140 		  PC GENERAL CHARITABLE 153

BASIC NEEDS GIVING PARTNERSHIP

340 N BROADWAY STE 400
GREEN BAY,WI54303 		  PC GENERAL CHARITABLE 800,000

BATTLE ON BAGO FOUNDAION INC

P O BOX 3965
OSHKOSH,WI54903 		  PC GENERAL CHARITABLE 50,000

BEAMING INC

P O BOX 524
NEENAH,WI54957 		  PC GENERAL CHARITABLE 5,000

BEST YEAR YET FOUNDATION

P O BOX 740223
ARVADA,CO80006 		  PC GENERAL CHARITABLE 8,465

BIG BROTHERSBIG SISTERS OF EAST CENTRAL WI

1331 AMERICAN DRIVE
NEENAH,WI54956 		  PC GENERAL CHARITABLE 80,000

BIG BROTHERSBIG SISTERS OF NORTHEASTERN WI

520 N BROADWAY ST SUITE 220
GREEN BAY,WI54303 		  PC GENERAL CHARITABLE 10,000

BOY SCOUTS OF AMERICA BAY LAKES COUNCIL

P O BOX 267
APPLETON,WI54912 		  PC GENERAL CHARITABLE 413

BOYS & GIRLS BRIGADE

109 W COLUMBIAN AVE
NEENAH,WI54956 		  PC GENERAL CHARITABLE 1,000

BOYS & GIRLS CLUBS OF FOX VALLEY

160 S BADGER AVE
APPLETON,WI54914 		  PC GENERAL CHARITABLE 80,000

BOYS & GIRLS CLUBS OF GREEN BAY

1451 UNIVERSITY AVE
GREEN BAY,WI54302 		  PC GENERAL CHARITABLE 65,750

BOYS & GIRLS CLUBS OF OSHKOSH

501 E PARKWAY AVE
OSHKOSH,WI54903 		  PC GENERAL CHARITABLE 45,000

BROWN COUNTY UNITED WAY

PO BOX 1593
GREEM BAY,WI54305 		  PC GENERAL CHARITABLE 1,852

BUFFALO STRING WORKS

187 ANDERSON PLACE
BUFFALO,NY14222 		  PC GENERAL CHARITABLE 200

BUILDING FOR KIDS

100 W COLLEGE AVE
APPLETON,WI54911 		  PC GENERAL CHARITABLE 55,000

CAMPUS CRUSADE FOR CHRIST

100 LAKE HART DR
ORLANDO,FL32832 		  PC GENERAL CHARITABLE 2,500

CAP SERVICES INC

2900 HOOVER ROAD
STEVENS POINT,WI54481 		  PC GENERAL CHARITABLE 30,000

CASA BROWN COUNTY

414 E WALNUT ST
GREEM BAY,WI54301 		  PC GENERAL CHARITABLE 51,250

CASA ESTER

320 N WEBSTER AVE
OMRO,WI54963 		  PC GENERAL CHARITABLE 10,000

CASA OF THE FOX CITIES

1500 N CASALOMA DR STE 401
APPLETON,WI54913 		  PC GENERAL CHARITABLE 55,000

CATALPA HEALTH INC

4635 W COLLEGE AVENUE
APPLETON,WI54914 		  PC GENERAL CHARITABLE 176,250

CHILDFUND INTERNATIONAL

2821 EMERYWOOD PARKWAY
RICHMOND,VA23294 		  PC GENERAL CHARITABLE 396

CHRIST THE ROCK COMMUNITY CHURCH

W6254 HWY 10-114
MENASHA,WI54952 		  PC GENERAL CHARITABLE 16,000

CHRISTINE ANN DOMESTIC ABUSE SERVICES INC

206 ALGOMA BLVD
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 35,000

COMMUNITY BENEFIT TREE

W1734 KEN DALE DRIVE
KAUKAUNA,WI54130 		  PC GENERAL CHARITABLE 10,000

COMMUNITY CLOTHES CLOSET INC

1465B OPPORTUNITY WAY
MENASHA,WI54952 		  PC GENERAL CHARITABLE 63,750

COMMUNITY FOR HOPE OF GREATER OSHKOSH

2700 W 9 AVE STE 100
OSHKOSH,WI54904 		  PC GENERAL CHARITABLE 15,000

COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION

4455 W LAWRENCE ST
APPLETON,WI54914 		  PC GENERAL CHARITABLE 2,500

COMPASSION INTERNATIONAL

12290 VOYAGER PARKWAY
COLORADO SPRINGS,CO80921 		  PC GENERAL CHARITABLE 425

CONNECTHER

12301 ZELLER LANE
AUSTIN,TX78753 		  PC GENERAL CHARITABLE 11,000

COTS INC

P O BOX 1645
APPLETON,WI54912 		  PC GENERAL CHARITABLE 75,000

CROSSCUT MOUNTAIN SPORTS CENTER INC

16621 BRIDGER CANYON RD
BOZEMAN,MT59715 		  PC GENERAL CHARITABLE 17,500

DAY BY DAY WARMING SHELTER

420 CEAPE AVENUE
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 40,000

DOOR COUNTY LAND TRUST

217 N 4TH AVENUE
STURGEON BAY,WI54235 		  PC GENERAL CHARITABLE 300

DOWN SYNDROME ASSOCIATION OF WISCONSIN

11709 W CLEVELAND AVENUE STE 2
WEST ALLIS,WI53227 		  PC GENERAL CHARITABLE 1,000

DYSLEXIA READING CONNECTION

2935 N BALLARD STE 1
APPLETON,WI54911 		  PC GENERAL CHARITABLE 3,000

EMERGENCY ASSISTANCE FOUNDATION

700 S DIXIE HWY STE 200
WEST PALM BEACH,FL33401 		  PC GENERAL CHARITABLE 30,000

EMPOWERED TUTORING

2631 N MEADE ST STE 203
APPLETON,WI54911 		  PC GENERAL CHARITABLE 18,000

FAMILY SERVICES OF NE WISCONSIN

300 CROOKS STREET
GREEN BAY,WI54301 		  PC GENERAL CHARITABLE 30,150

FEED THE BODY FEED THE SOUL

2307 OREGON STREET
OSHKOSH,WI54902 		  PC GENERAL CHARITABLE 5,000

FEEDING AMERICA

161 N CLARK STREET
CHICAGO,IL60601 		  PC GENERAL CHARITABLE 250

FEEDING AMERICA EASTERN WISCONSIN

2911 W EVERGREEN DR
APPLETON,WI54912 		  PC GENERAL CHARITABLE 186,000

FISHING FOR THE HEART

12602 HAMPTON AVE
BUTLER,WI53007 		  PC GENERAL CHARITABLE 5,000

FOUNDATIONS FOR LIVING

1421 CHURCHILL ST
WAUPACA,WI54981 		  PC GENERAL CHARITABLE 31,500

FOUNDATIONS HEALTH & WHOLENESS

1061 W MASON ST
GREEN BAY,WI54303 		  PC GENERAL CHARITABLE 40,000

FOX VALLEY HUMANE ASSOCIATION

N115 TWO MILE ROAD
APPLETON,WI54914 		  PC GENERAL CHARITABLE 500

FOX VALLEY LITERACY COALITION

130 E FRANKLIN ST
APPLETON,WI54911 		  PC GENERAL CHARITABLE 60,000

FOX VALLEY MEMORY PROJECT

1800 APPLETON RD
MENASHA,WI54952 		  PC GENERAL CHARITABLE 15,000

FRIENDS OF PBS WISCONSIN

821 UNIVERSITY AVE
MADISON,WI53706 		  PC GENERAL CHARITABLE 70

FRIENDS OOF APPLETON LIBRARY INC

P O BOX 1971
APPLETON,WI54912 		  PC GENERAL CHARITABLE 1,000

FRIENDSHIP PLACE

220 N COMMERCIAL
NEENAH,WI54956 		  PC GENERAL CHARITABLE 1,250

FUTURE ANGLER FOUNDATION

8410 CURVE RD
FORESTVILLE,WI54213 		  PC GENERAL CHARITABLE 5,000

FUTURE URBAN LEADERS

11933 W BURLEIGH ST
WAUWATOSA,WI53222 		  PC GENERAL CHARITABLE 1,000

GREATER FOX CITIES AREA HABITAT FOR HUMANITY

921 MIDWAY ROAD
MENASHA,WI54952 		  PC GENERAL CHARITABLE 162,050

GREEN BAY BOTANICAL GARDEN

2600 LARSEN RD
GREEM BAY,WI54303 		  PC GENERAL CHARITABLE 350

HABITAT FOR HUMANITY OSHKOSH

P O BOX 1021
OSHKOSH,WI54904 		  PC GENERAL CHARITABLE 85,000

HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC

720 W 5TH ST
APPLETON,WI54914 		  PC GENERAL CHARITABLE 3,000

HOOAH WISCONSIN

P O BOX 12361
GREEN BAY,WI54307 		  PC GENERAL CHARITABLE 500

HOUSE OF HOPE

1660 CHRISTIANA ST
GREEN BAY,WI54303 		  PC GENERAL CHARITABLE 28,250

HOWE COMMUNITY RESOURCE CENTER

526 S MONROE AVE
GREEN BAY,WI54301 		  PC GENERAL CHARITABLE 10,100

JDRF INTERNATIONAL

200 VESEY ST 28TH FLOOR
NEW YORK,NY10281 		  PC GENERAL CHARITABLE 500

JUNIOR ACHIEVEMENT OF THE FOX CITIES

11111 LIBERTY DR
MILWAUKEE,WI53224 		  PC GENERAL CHARITABLE 50

LEARN 2 FISH WITH US

1976 E MURDOCK AVE
OSHKOSH,WI54901 		  OC GENERAL CHARITABLE 5,000

LEAVEN

1475 OPPORTUNITY WAY
MENASHA,WI54952 		  PC GENERAL CHARITABLE 10,200

LIFEFLIGHT FOUNDATION

P O BOX 899
CAMDEN,ME04843 		  PC GENERAL CHARITABLE 1,000

LIGHTHOUSE YOUTH CENTER

5641 N 68TH ST
MILWAUKEE,WI53218 		  PC GENERAL CHARITABLE 500

LOAVES AND FISHES OF THE FOX VALLEY

213 E WISCONSIN AVE
APPLETON,WI54911 		  PC GENERAL CHARITABLE 15,000

LUPUS FOUNDATION OF AMERICA

2600 N MAYFAIR RD STE 320
MILWAUKEE,WI53226 		  PC GENERAL CHARITABLE 50

MARQUETTE UNIVERSITY

PO BOX 1881
MILWAUKEE,WI53201 		  PC GENERAL CHARITABLE 20,000

MIDWEST HORSE WELFARE FOUNDATION

10990 STATE HWY 73
PITTSVILLE,WI54466 		  PC GENERAL CHARITABLE 2,500

MIRACLE FOUNDATION

1506 W 6TH ST
AUSTIN,TX78703 		  PC GENERAL CHARITABLE 5,000

MISSION MYELOMA

PO BOX 103
KIMBERLY,WI54136 		  PC GENERAL CHARITABLE 350

MISSION OF HOPE HOUSE OF WISCONSIN

520 N SHAWANO ST
NEW LONDON,WI54961 		  PC GENERAL CHARITABLE 20,000

MOORING PROGRAMS INCORPORATED

1010 STROHMEYER DRIVE
NEENAH,WI54956 		  PC GENERAL CHARITABLE 57,500

NAMI FOX VALLEY

211 E FRANKLIN ST
APPLETON,WI54911 		  PC GENERAL CHARITABLE 52,000

NEENAH HISTORICAL SOCIETY

343 SMITH ST
NEENAH,WI54956 		  PC GENERAL CHARITABLE 2,000

NEENAH MENASHA EMERGENCY SOCIETY

PO BOX 744
NEENAH,WI54957 		  PC GENERAL CHARITABLE 5,000

NEENAH QUARTERBACK CLUB INC

1275 TULLAR RD
NEENAH,WI54956 		  PC GENERAL CHARITABLE 3,500

NEENAH WRESTLING BOOSTER CLUB

500 ROCKET WAY
NEENAH,WI54956 		  PC GENERAL CHARITABLE 300

NEWVOICES

111 W COLLEGE AVE
APPLETON,WI54911 		  PC GENERAL CHARITABLE 1,000

NORTHEAST WISCONSIN LAND TRUST

14 TRI PARK WAY BLDG 1 STE 1
APPLETON,WI54914 		  PC GENERAL CHARITABLE 2,500

ONRAMP

312 AGATE DRIVE
COLLEGE STATION,TX77845 		  PC GENERAL CHARITABLE 1,000

OPENCOLLECTIVE FOUNDATION

340 S LEMON AVE 3717
WALNUT,CA91789 		  PC GENERAL CHARITABLE 20,000

OSHKOSH AREA COMMUNITY FOUNDATION

230 OHIO STREET
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 5,625

OSHKOSH AREA COMMUNITY PANTRY

2551 JACKSON ST
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 65,000

OSHKOSH AREA HUMANE SOCIETY

1925 SHELTER CT
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 470

OSHKOSH AREA UNITED WAY

16 WASHINGTON AVE
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 5,513

OSHKOSH KIDS FOUNDATION

PO BOX 1433
OSHKOSH,WI54903 		  PC GENERAL CHARITABLE 50

PAN - MASSACHUSETTS CHALLENGE TRUST

77 4TH AVE
NEEDHAM,MA02494 		  PC GENERAL CHARITABLE 200

PARTNERSHIP COMMUNITY HEALTH CENTER

119 N MCCARTHY ROAD STE S
MENASHA,WI54913 		  PC GENERAL CHARITABLE 2,000

PEACEFUL PURPOSE

3505 COMMERCE CT
APPLETON,WI54911 		  PC GENERAL CHARITABLE 100

PEOPLE OF PROGRESSION INC

611 N LYNNDALE DR STE 140
APPLETON,WI54911 		  PC GENERAL CHARITABLE 5,000

PILLARS

605 E HANCOCK ST
APPLETON,WI54911 		  PC GENERAL CHARITABLE 180,500

RAWHIDE YOUTH SERVICES

E7475 RAWHIDE RD
NEW LONDON,WI54961 		  PC GENERAL CHARITABLE 56,000

REACH COUNSELING SERVICES

1509 S COMMERCIAL ST
NEENAH,WI54956 		  PC GENERAL CHARITABLE 38,000

REBUILDING TOGETHER FOX VALLEY

100 W COLLEGE AVE
APPLETON,WI54911 		  PC GENERAL CHARITABLE 71,500

REHABILITATION HOUSE

107 PROFESSIONAL PLAZA
NEENAH,WI54956 		  PC GENERAL CHARITABLE 10,000

SAFE HAVEN PET SANCTUARY

151 N BROADWAY
GREEN BAY,WI54303 		  PC GENERAL CHARITABLE 300

SAMARITAN COUNSLING CENTER OF FOX VALLEY

1205 PROVINCE TERRACE
MENASHA,WI54952 		  PC GENERAL CHARITABLE 85,000

SHARE THE DREAM INC

N250 EASTOWNE LANE
APPLETON,WI54915 		  PC GENERAL CHARITABLE 5,000

SOAR FOX CITIES

211 E FRANKLIN ST STE A
APPLETON,WI54911 		  PC GENERAL CHARITABLE 3,000

SOLUTIONS RECOVERY

621 EVANS ST
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 54,000

SPIERINGS CANCER FOUNDATION

700 HARVEST TRAIL
APPLETON,WI54913 		  PC GENERAL CHARITABLE 200

ST JOSEPH FOOD PROGRAM

1465 OPPORTUNITY WAY
MENASHA,WI54952 		  PC GENERAL CHARITABLE 145,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38105 		  PC GENERAL CHARITABLE 250

ST VINCENT DE PAUL SOCIETY OF APPLETON

1924 W COLLEGE AVE
APPLETON,WI54914 		  PC GENERAL CHARITABLE 30,000

STONEY RIDGE WILDLIFE RAHAB

4321 STONEY RIDGE TRAIL
OSHKOSH,WI54904 		  PC GENERAL CHARITABLE 500

TRI-COUNTY COMMUNITY DENTAL CLINIC

9 TRI-PARK WAY
APPLETON,WI54914 		  PC GENERAL CHARITABLE 110,000

TRUST YOUTH & CHILD LEADERSHIP

509 W 12 ST APT 611
NEW YORK,NY10027 		  PC GENERAL CHARITABLE 29,000

UNITED WAY FOX CITIES

1455 MIDWAY ROAD
MENASHA,WI54952 		  PC GENERAL CHARITABLE 24,687

UPLIFT FOUNDATION

7235 MORAINE VALLEY CT
STEVENS POINT,WI54482 		  PC GENERAL CHARITABLE 5,000

US 2 BEHAVIORAL HEALTH

119 N MCCARTHY RD STE P
APPLETON,WI54913 		  PC GENERAL CHARITABLE 25,000

UW OSHKOSH FOUNDATION

800 ALGOMA BLVD
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 41,500

UW WISCONSIN FOUNDATION

1948 UNIVERSITY AVE
MADISON,WI53726 		  PC GENERAL CHARITABLE 10,000

UW-FOX VALLEY FOUNDATION

1478 MIDWAY ROAD
MENASHA,WI54952 		  PC GENERAL CHARITABLE 5,000

VALLEY PACKAGING INC

110 N KENSINGTON DR
APPLETON,WI54914 		  PC GENERAL CHARITABLE 15,000

VIDA

526 W WISCONSIN AVENUE
APPLETON,WI54911 		  PC GENERAL CHARITABLE 24,675

VOLUNTEER CENTER INC

984 9TH ST
GREEN BAY,WI54304 		  PC GENERAL CHARITABLE 5,000

WE WANT THE LAND COALITION

PO BOX 11
ARLINGTON,IL60006 		  PC GENERAL CHARITABLE 1,000

WINNEBAGO AREA LITERACY COUNCIL

106 WASHINGTON AVE
OSHKOSH,WI54901 		  PC GENERAL CHARITABLE 40,000

WINNECONNE YOUTH DIAMOND CLUB

PO BOX 92
WINNECONNE,WI54986 		  PC GENERAL CHARITABLE 50,000

WISCONSIBS

211 E FRANKLIN STREET
APPLETON,WI54911 		  PC GENERAL CHARITABLE 2,750

WISCONSIN CENTER FOR INVESTIGATIVE JOURNALISM

821 UNIVERSITY AVE
MADISON,WI53706 		  PC GENERAL CHARITABLE 1,000

WISCONSIN EQUAL JUSTICE FUND

P O BOX 46103
MADISON,WI53744 		  PC GENERAL CHARITABLE 5,000

WISCONSIN INTERNATIONAL YOUTH SOCCER CLUB

123 RIVER OAKS DR
SHEBOYGAN FALLS,WI53085 		  PC GENERAL CHARITABLE 427

WISCONSIN PUBLIC RADIO

821 UNIVERSITY AVE
MADISON,WI53706 		  PC GENERAL CHARITABLE 204

WISCONSIN RIGHT TO LIFE EDUCATION FUND

9730 W BLUEMOUND RD
MILWAUKEE,WI53226 		  PC GENERAL CHARITABLE 5,000

WOMEN IN TECHNOLOGY WISCONSIN

434 N PINE GROVE LN
HORTONVILLE,WI54914 		  PC GENERAL CHARITABLE 1,000

WOMEN'S FUND FOR THE FOX VALLEY REGION

4455 W LAWRENCE ST
APPLETON,WI54914 		  PC GENERAL CHARITABLE 24,000

WOOF LODGE & RESCUE

N4299 COUNTY RD E
KAUKAUNA,WI54130 		  PC GENERAL CHARITABLE 100

WORD OF HOPE MINISTRIES

2677 N 40TH ST
MILWAUKEE,WI53210 		  PC GENERAL CHARITABLE 3,000

YMCA FOX CITIES

218 E LAWRENCE
APPLETON,WI54911 		  PC GENERAL CHARITABLE 150
Total .................................right arrow 3a 4,023,547
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 109,055  
4 Dividends and interest from securities ....     14 1,789,487  
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 1,916,987  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,815,529 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,815,529
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
J J KELLER FOUNDATION INC
EIN:
39-1683437
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE 4.25 111428 97,447 99,471
APPLE INC 1.65 051130 135,082 115,448
BANK AMERICA 3.248 102127 126,499 123,689
BANK NOVA SCOTIA 2.70 080326 125,775 118,453
BB&T CORP 3.70 060525 114,069 107,471
CHEVRON 3.85 011528 135,764 123,277
COMCAST 3.95 101525 111,432 108,493
CUMMINS 1.5 090130 102,004 104,241
DISNEY WALT 1.85 073026 104,766 102,882
DOLLAR GENERAL 5.45 070533 98,653 101,782
ENTERPRISE PROD 4.15 101628 100,394 93,795
FIFTH THIRD BANCORP 2.55 050527 102,115 92,238
GOLDMAN SACHS 3.85 012627 121,539 121,565
JPMORGAN CHASE 3.20 061526 127,859 125,436
KEURIG DR PEPPER 3.2 050130 80,163 73,546
KIMBERLY CLARK 3.1 032630 132,448 116,602
KINDER MORAGAN 5.2 060133 96,674 99,398
LAM RESEARCH 4.00 031529 106,471 98,668
LOWES COS 3.65 040529 99,652 86,746
MARKLE CORP 3.50 110127 101,663 95,004
NRISTOL MYERS SQUIBB 5.9 111533 138,366 141,639
PEPSICO 2.75 043025 98,533 97,389
PFIZER 3.45 031529 114,441 120,439
PNC FINANCIAL 3.45 042329 116,276 118,347
PRICELINE GROUP 3.55 031528 95,934 96,588
PURCHASED INTEREST 1,359 1,359
ROPER IND 3.80 121526 97,523 97,794
ROYAL BANK OF CANADA 2.25 110124 115,710 112,101
SALESFORCE 3.7 041128 141,003 127,380
SOUTHERN CO 3.25 070126 100,344 101,289
STATE STREET CORP 2.40 012430 120,781 102,643
TARGET CORP 2.65 091530 128,270 111,899
TMOBIL USA 3.875 041530 95,679 94,830
TORONTO DOMINION BANK 3.5 071923 147,777 124,759
US BANCORP 2.375 072226 114,910 117,337
WELLS FARGO 4.15 012429 94,053 97,197

TY 2023 InvestmentsCorpStockSchedule
Name:
J J KELLER FOUNDATION INC
EIN:
39-1683437
Name of Stock End of Year Book Value End of Year Fair Market Value
89BIO INC 29,199 36,571
ACCEL ENTERTAINMENT 85,716 85,426
ACUITY BRANDS 61,537 93,812
AIR LEASE CORP 108,164 150,565
AMERICAN EAGLE 88,141 124,844
AMERICAN WOODMARK 134,134 150,417
API GROUP CORP 40,402 66,086
ARCHBEST CORP 41,696 48,084
ARMSTRONG WORLD IND 88,092 99,303
ARROW ELECTRONICS 66,420 82,763
AVITA MEDICAL INC 51,639 43,835
BLACKBAUD INC 38,655 44,477
BRIGHTVIEW HOLDINGS 67,960 50,571
BWX TECHNOLOGIES 58,877 85,938
CARPENTER TECHNOLOGY 59,230 120,643
CHART INDUSTRIES 55,822 62,166
CHEESECAKE FACTORY 37,558 40,156
COLUMBIA BANKING SYS 124,727 128,277
COMMERCE BANCSHARES 106,915 131,284
COPA HOLDINGS 69,038 114,071
DARLING INGREDIANTS 41,485 63,347
DENTSPLY SIRONA INC 122,408 138,445
DMC GLOBAL INC 160,833 88,642
DOCGO 46,237 37,755
DOUBLEVERIFY HOLDINGS 66,588 82,240
DRAFTKINGS INC 21,264 69,725
DREAM FINDERS HOMES 54,159 118,777
DYNATRACE INC 22,665 52,557
EMERALD HOLDINGS 37,202 44,587
ENERPAC TOOL GROUP 74,383 114,411
ESAB CORPORATION 33,478 88,872
ESSENT GROUP LTD 69,950 135,542
EVOLV TECHNOLOGIES HLDGS 35,675 38,274
EXACT SCIENCES 88,265 128,873
FERROGLOBE 22,992 60,491
FIRSTCASH HOLDINGS INC 25,917 47,692
FLOWERS FOODS INC 79,930 68,093
GATES INDUSTRIAL 96,357 110,849
GENERAL RESTAURANT GROUP 16,044 10,469
GENIUS SPORTS LTD 67,792 86,495
GENTEX CORP 87,840 100,201
GILDAN ACTIVEWEAR 98,300 156,043
GLACIER BANCORP 161,323 188,130
GORMAN RUPP CO 38,516 45,834
GREEN THIMB IND 57,246 42,733
GRID DYNAMICS HLDGS 50,779 59,652
GUIDEWIRE SOFTWARE INC 38,089 42,417
HANESBRANDS 125,459 51,602
HANOVER INS GROUP INC 38,894 37,397
HASBRO INC 55,174 64,846
HELEN OF TROY LTD 175,425 148,596
HERITAGE GLOBAL INC 38,492 34,772
I3 VERTICALS INC 43,034 40,414
INGREDION 60,247 71,630
INTEGER HOLDINGS CORP 107,909 135,740
INTEGRA LIFESCI HLDGS 124,177 110,182
INTRA CELLULAR THERAPIES 83,014 104,565
JEFFRIES FINL GROUP INC 58,270 63,888
KOHLS CORP 55,310 58,765
KURA ONCOLOGY 60,612 60,367
LANTHEUS HOLDINGS 68,943 68,386
LATTICE SEMICONDUCTOR CORP 38,890 41,187
LIVENT CORP 40,774 73,071
MAGNITE INC 41,131 43,599
MALIBU BOATS INC 97,780 114,574
MASTEC INC 40,085 43,690
MATRIX SVC CO 39,968 73,849
MKS INSTRUMENTS 92,928 112,128
MODINE MANUFACTURING 41,702 52,894
NAVITAS SEMICONDUCTOR CORP 39,628 41,908
NEWPARK RES INC 46,401 45,577
PERION NETWORK 92,198 128,481
PERMIAN RESOURCES CORP 65,679 91,976
PERRIGO CO PLC 126,804 107,803
PGT INNOVATIONS 36,409 126,170
PINNACLE FINL PARTNERS 37,110 55,210
PIPER SANDLER COMPANIES 39,781 46,166
POWERSCHOOL HOLDINGS 59,287 91,908
PRIMORIS SVCS CORP 59,807 78,309
PURECYCLE TECHNOLOGIES 75 4,390
QUIDELORTHO CORP 80,904 72,005
RENAISSANCERE HOLDINGS 118,688 131,320
RESERVOIR MEDIA 11,277 6,273
RINGCENTRAL INC 42,033 50,008
RUSH ENTERPRISES INC 40,375 112,571
SEACOAST BKG CORP 47,356 63,580
SHARKNINJA INC 28,825 33,772
SHIFT4 PMTS INC 30,927 31,446
SHIMMICK CORP 49,742 46,900
SKECHERS USA INC 36,481 60,158
SM ENERGY CORP 47,201 103,963
SMART GLOBAL HLDGS 84,691 95,048
SPROUT SOCIAL INC 42,364 43,438
STEELCASE INC 88,835 92,612
STERLING INFRASTRUCTURE 55,397 206,372
STEWART INFO SERVICES CORP 65,965 92,238
STIFEL FINL CORP 63,570 67,974
STONERIDGE INC 78,217 80,041
SYMBIOTIC INC 1,813 9,342
TECNOGLASS INC 167,196 194,542
UNIVERSAL DISPLAY 42,009 63,307
VAREX IMAGING 119,455 105,575
VERITEX HOLDINGS 94,772 110,067
VERONA PHARMA PLC 43,278 68,347
WILLIAMS HOLDINGS LTD 57,045 48,411
WINNEBAGO INDUSTRIES 117,033 207,708
WOODWARD INC 85,744 143,753
WSFS FINANCIAL CORP 125,215 116,203
XPONENTIAL FITNESS INC 55,993 50,181
ZETA GLOBAL HOLDINGS 61,793 82,123

TY 2023 InvestmentsGovtObligationsSch
Name:
J J KELLER FOUNDATION INC
EIN:
39-1683437
US Government Securities - End of Year Book Value:

2,215,971
US Government Securities - End of Year Fair Market Value:

2,089,729
State & Local Government Securities - End of Year Book Value:


1,043,716
State & Local Government Securities - End of Year Fair Market Value:


963,636


TY 2023 InvestmentsOtherSchedule2
Name:
J J KELLER FOUNDATION INC
EIN:
39-1683437
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK STRAT INC OPP PORT AT COST 2,400,615 2,355,105
COLUMBIA PYRFORD INTL STK AT COST 4,389,861 4,848,048
DFA EMERGING MKTS CORE EQ FD AT COST 1,323,753 1,554,052
DFA INTL SMALL CAP VALUE AT COST 2,471,611 2,785,384
FIDELITY 500 INDEX FD AT COST 1,696,515 2,826,275
FRONTIER MARKET SELECT FUND AT COST 822,765 1,078,325
GREENLIGHT MASTERS OFFSHORE ! LTD AT COST 1,000,000 2,435,410
HUNTER STREET MASTER FD I LP AT COST 903,562 1,244,682
HUNTER STREET MASTER FD II LP AT COST 823,722 826,135
MSIF NEXT GEN EMERG MKTS AT COST 1,071,365 951,873
PIMCO MOD DURATION FD AT COST 10,232,550 9,422,909
PLUSCIOS OFFSHORE FUND AT COST 1,000,000 1,624,324
VANGUARD INST INDEX FD AT COST 6,312,143 19,907,842
VANGUARD MID CAP INDEX FD AT COST 3,062,841 9,742,277
WCM FOCUSED INTL GRW FD AT COST 2,634,686 4,484,485
WCM INTL SM CAP GROWTH AT COST 1,695,004 2,158,493

TY 2023 LegalFeesSchedule
Name:
J J KELLER FOUNDATION INC
EIN:
39-1683437
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 15,338 11,504   3,835


TY 2023 OtherExpensesSchedule
Name:
J J KELLER FOUNDATION INC
EIN:
39-1683437
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER EXPENSE 16,537 0   16,537
CONSULTING EXPENSE 3,325 0   3,325
INSURANCE 6,055 61   5,994
INV EXPENSES - FRONTIER FUND 27,889 27,889   0
INV EXPENSES - HUNTER ST FUND I 18,867 18,867   0
INV EXPENSES - HUNTER ST FUND II 16,856 16,304   0
MISCELLANEOUS 6,397 0   6,119
PAYROLL FEES 2,352 24   2,328
SUBSCRIPTIONS 891 0   891
TELEPHONE 1,669 17   1,653
OFFICE SUPPLIES 359 0   359


TY 2023 OtherProfessionalFeesSchedule
Name:
J J KELLER FOUNDATION INC
EIN:
39-1683437
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES BMO FINANCIAL 98,127 97,352   0
INVESTMENT ADVISOR FEES 75,000 75,000   0


TY 2023 TaxesSchedule
Name:
J J KELLER FOUNDATION INC
EIN:
39-1683437
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 17,779 178   17,601
FEDERAL EXCISE TAX 26,000 0   0
FOREIGN TAX 5,856 5,856   0