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
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
 
Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601
A Employer identification number

39-1857836
B Telephone number (see instructions)

(608) 782-1148
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$4,795,445J 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) 134,856
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 114,928 114,928  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,997
b Gross sales price for all assets on line 6a 975,321
7 Capital gain net income (from Part IV, line 2)... 8,997
8 Net short-term capital gain......... 0
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
7,869 7,199  
12 Total. Add lines 1 through 11........ 266,650 131,124  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,819 27,819    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,198 2,198   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
866 866   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,908 30,883 0 2,025
25 Contributions, gifts, grants paid....... 217,000 217,000
26 Total expenses and disbursements. Add lines 24 and 25 249,908 30,883 0 219,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,742
b Net investment income (if negative, enter -0-) 100,241
c Adjusted net income (if negative, enter -0-)... 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......... 79,090 50,239 50,239
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 4,313,238 4,360,454 4,745,206
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,392,328 4,410,693 4,795,445
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
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........ 4,392,328 4,410,693
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)..... 4,392,328 4,410,693
30 Total liabilities and net assets/fund balances (see instructions). 4,392,328 4,410,693
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
4,392,328
2
Enter amount from Part I, line 27a .....................
2
16,742
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,294
4
Add lines 1, 2, and 3 ..........................
4
4,411,364
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
671
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,410,693
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 23. AGREE REALTY CORP   2021-08-12 2023-02-02
b 22. AMERICAN WOODMARK CORP   2021-08-12 2023-02-02
c 13. CTS CORP   2021-08-12 2023-02-02
d 34. CNX RESOURCES CORP   2021-08-03 2023-02-02
e 40. CERTARA INC   2021-10-29 2023-02-02
46. DEFINITIVE HEALTHCARE CORP   2022-07-18 2023-02-02
9. DORMAN PRODUCTS INC   2021-08-12 2023-02-02
25. ENSIGN GROUP INC   2022-01-03 2023-02-02
16. FORWARD AIR CORP   2021-08-03 2023-02-02
8. FRESHPET INC   2022-01-03 2023-02-02
180. G-III APPAREL GROUP LTD   2021-08-12 2023-02-02
16. GLAUKOS CORP   2021-12-09 2023-02-02
13. GOOSEHEAD INSURANCE INC   2021-06-30 2023-02-02
6. GRAND CANYON EDUCATION INC   2015-09-17 2023-02-02
37. GRID DYNAMICS HOLDINGS INC   2022-01-03 2023-02-02
367.836 OAKMARK INTERNATIONAL R6   2021-10-29 2023-02-02
14. HESKA CORP   2022-11-29 2023-02-02
3. HESKA CORP   2018-04-26 2023-02-02
11. LGI HOMES   2021-12-09 2023-02-02
17. MEDPACE HOLDINGS INC   2021-11-02 2023-02-02
19. MODEL N INC   2021-06-02 2023-02-02
39. MOVADO GROUP INC   2021-08-12 2023-02-02
33. NATIONAL VISION HOLDINGS INC   2021-06-16 2023-02-02
42. OAK STREET HEALTH   2022-04-29 2023-02-02
36. PRA GROUP INC   2022-01-03 2023-02-02
13. PACIRA PHARMACEUTICALS INC   2021-10-29 2023-02-02
46. PEGASYSTEMS INC   2022-11-29 2023-02-02
15. PEGASYSTEMS INC   2014-09-15 2023-02-02
20. PHREESIA INC   2021-06-02 2023-02-02
8126.517 PIMCO INCOME FUND I   2021-06-30 2023-02-02
62. PROS HOLDINGS   2022-01-03 2023-02-02
354. SCHWAB MID CAP ETF   2022-01-03 2023-02-02
34. SQUARESPACE INC   2021-12-09 2023-02-02
24. STIFEL FINANCIAL CORP   2021-12-09 2023-02-02
13. US PHYSICAL THERAPY INC   2021-12-09 2023-02-02
358. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2023-02-02
1724.778 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2023-02-03
14. AMEDISYS INC   2021-10-29 2023-02-03
160.511 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2023-02-03
110.283 ARTISAN HIGH INCOME I   2021-06-02 2023-02-03
19. BPR GROUP INC   2022-05-13 2023-02-03
381.258 DWS RREEF REAL ASSETS STRATEGY   2021-08-03 2023-02-03
70.181 DODGE & COX STOCK FUND CLASS I   2022-07-18 2023-02-03
66.084 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-10 2023-02-03
408.975 FIDELITY U.S. BOND INDEX FUND   2020-07-07 2023-02-03
257.335 GLENMEDE SECURED OPTIONS I   2021-08-12 2023-02-03
9. INTEGER HOLDINGS CORP   2021-12-09 2023-02-03
16. NATIONAL INSTRUMENTS CORP   2022-01-03 2023-02-03
24. NEOGEN CORP   2020-08-24 2023-02-03
16. SPS COMMERCE INC   2021-08-12 2023-02-03
41. SCHWAB MID CAP ETF   2016-09-28 2023-02-03
14. SUPERNUS PHARMACEUTICALS INC   2021-08-17 2023-02-03
54.99991 VANGUARD LARGE CAP ETF   2022-01-03 2023-02-03
15.00009 VANGUARD LARGE CAP ETF   2022-01-03 2023-02-03
66. OAK STREET HEALTH   2022-04-29 2023-03-31
11. ADDUS HOMECARE CORPORATION   2022-08-03 2023-04-18
30. AGREE REALTY CORP   2021-08-12 2023-04-18
19. AMERICAN WOODMARK CORP   2021-08-12 2023-04-18
7614.237 ARTISAN HIGH INCOME I   2022-01-03 2023-04-18
55. ATLANTIC UNION BANKSHARES CO   2021-08-12 2023-04-18
81. AVANOS MEDICAL INC   2021-10-29 2023-04-18
36. BPR GROUP INC   2022-05-13 2023-04-18
13. BALCHEM CORP   2021-08-12 2023-04-18
42. BARNES GROUP   2021-08-12 2023-04-18
30. BENCHMARK ELECTRONICS INC   2021-08-12 2023-04-18
57. BLACKBAUD INC   2022-01-03 2023-04-18
24. BOOT BARN HOLDINGS INC   2021-08-12 2023-04-18
7. CSW INDUSTRIALS INC   2021-08-12 2023-04-18
39. CTS CORP   2021-08-12 2023-04-18
104. CNX RESOURCES CORP   2021-08-03 2023-04-18
16. CASS INFORMATION SYSTEMS INC   2021-08-12 2023-04-18
4. CHESAPEAKE COM   2021-08-12 2023-04-18
5. COCACOLA CONSOLIDATED   2021-08-12 2023-04-18
18. COMFORT SYSTEMS USA   2021-08-12 2023-04-18
32. DIODES INC   2021-08-12 2023-04-18
1167.575 DODGE & COX STOCK FUND CLASS I   2022-07-18 2023-04-18
19. DORMAN PRODUCTS INC   2021-08-12 2023-04-18
72. EASTERLY GOVERNMENT PROPERTIES   2021-08-12 2023-04-18
12. ENERSYS INC   2022-01-03 2023-04-18
18. ENPRO INDS INC   2022-03-18 2023-04-18
76.659 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-10 2023-04-18
7. EXLSERVICE HOLDINGS INC   2021-08-12 2023-04-18
17. FORWARD AIR CORP   2020-09-21 2023-04-18
12. FRANKLIN ELECTRIC CO INC   2021-08-12 2023-04-18
1793.765 GLENMEDE SECURED OPTIONS I   2016-04-26 2023-04-18
86. GRAY TELEVISION INC   2022-03-24 2023-04-18
119.064 OAKMARK INTERNATIONAL R6   2020-03-31 2023-04-18
13. ICF INTERNATIONAL INC   2021-08-12 2023-04-18
21. IDACORP INC   2021-08-12 2023-04-18
14. INTEGRA LIFESCIENCES HOLDINGS CORP   2021-08-12 2023-04-18
32. INTEGER HOLDINGS CORP   2021-12-09 2023-04-18
5. KADANT INC   2020-12-21 2023-04-18
27. KAISER ALUMINUM CORP   2021-08-12 2023-04-18
30. KFORCE INC   2021-08-12 2023-04-18
9. LGI HOMES   2021-08-17 2023-04-18
17. LA-Z-BOY CHAIR CO   2021-08-12 2023-04-18
42. MARCUS & MILLICHAP INC   2021-08-12 2023-04-18
39. MERCANTILE BANK CORP   2021-08-12 2023-04-18
36. MOELIS & CO   2021-08-12 2023-04-18
17. MONARCH CASINO & RESORT INC   2022-05-13 2023-04-18
78. MOVADO GROUP INC   2021-08-12 2023-04-18
36. NATIONAL INSTRUMENTS CORP   2021-12-09 2023-04-18
35. NORTHERN OIL AND GAS   2022-07-18 2023-04-18
26. OLLIE S BARGAIN OUTLET HOLDINGS   2021-10-29 2023-04-18
1. OMNICELL INC   2023-02-02 2023-04-18
23. OMNICELL INC   2022-01-03 2023-04-18
24. ONTO INNOVATION INC   2021-08-12 2023-04-18
22. PACIRA PHARMACEUTICALS INC   2021-10-29 2023-04-18
29. PATRICK INDUSTRIES INC   2021-08-12 2023-04-18
149. PERMIAN RESOURCES CORPORATION   2022-04-29 2023-04-18
282.065 PIMCO INCOME FUND I   2017-06-16 2023-04-18
34. SELECTIVE INSURANCE GROUP INC   2021-08-12 2023-04-18
31. SOUTH STATE CORP   2021-08-17 2023-04-18
22. STEWART INFORMATION SYSTEMS   2021-08-12 2023-04-18
100. SUNSTONE HOTEL INVESTORS INC   2021-12-09 2023-04-18
39. SUPERNUS PHARMACEUTICALS INC   2021-08-17 2023-04-18
28. UNITED BANKSHARES INC   2021-08-12 2023-04-18
45. VANGUARD LARGE CAP ETF   2015-04-17 2023-04-18
21. AMBARELLA INC   2021-08-12 2023-04-18
94. CAMBIUM NETWORKS CORPORATION   2021-10-29 2023-04-18
16. HESKA CORP   2022-11-29 2023-05-15
39. NATIONAL INSTRUMENTS CORP   2022-01-03 2023-05-15
4. COMFORT SYSTEMS USA   2021-08-12 2023-06-02
13. FRESHPET INC   2016-04-27 2023-06-02
152.161 GLENMEDE SECURED OPTIONS I   2016-04-26 2023-06-02
51. PRA GROUP INC   2021-12-09 2023-06-02
21. VANGUARD LARGE CAP ETF   2015-04-17 2023-06-02
54. LA-Z-BOY CHAIR CO   2022-01-03 2023-06-29
19. ADVANCED ENERGY INDUSTRIES INC   2022-04-29 2023-07-12
27. CTS CORP   2021-08-12 2023-07-12
34. CASS INFORMATION SYSTEMS INC   2022-01-03 2023-07-12
13. COMFORT SYSTEMS USA   2021-08-12 2023-07-12
4275.675 DWS RREEF REAL ASSETS STRATEGY   2021-02-18 2023-07-12
98. EASTERLY GOVERNMENT PROPERTIES   2021-08-12 2023-07-12
121. HEALTHCARE SERVICES GROUP INC   2021-07-15 2023-07-12
1127. ISHARES CORE 1-5 YEAR BOND ETF   2022-02-17 2023-07-12
20. ONTO INNOVATION INC   2021-08-12 2023-07-12
29. SELECTIVE INSURANCE GROUP INC   2021-08-12 2023-07-12
15. UMB FINANCIAL CORP   2021-08-12 2023-07-12
102. VANGUARD LARGE CAP ETF   2015-04-17 2023-07-12
15. GLOBANT SA   2017-07-13 2023-07-12
20. AMEDISYS INC   2023-06-02 2023-08-01
20. AMEDISYS INC   2022-02-16 2023-08-01
62. HEALTHCARE SERVICES GROUP INC   2021-07-15 2023-08-01
3. MEDPACE HOLDINGS INC   2023-04-18 2023-08-01
28. MEDPACE HOLDINGS INC   2021-08-12 2023-08-01
66. NATIONAL VISION HOLDINGS INC   2021-12-09 2023-08-01
.865 WILLSCOT MOBILE MINI HOLDINGS CORP   2017-08-29 2023-08-02
330.376 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2023-08-31
48. CNX RESOURCES CORP   2021-08-03 2023-08-31
4. FIVE BELOW INC   2014-06-19 2023-08-31
25. FORWARD AIR CORP   2021-08-03 2023-08-31
7. FRESHPET INC   2016-04-27 2023-08-31
5. GRAND CANYON EDUCATION INC   2015-09-17 2023-08-31
14. HARMONY BIOSCIENCES HOLDINGS   2022-11-29 2023-08-31
48. INTEGRA LIFESCIENCES HOLDINGS CORP   2021-08-12 2023-08-31
12. ORTHOPEDIATRICS CORP   2021-12-09 2023-08-31
7. RB GLOBAL INC   2010-11-23 2023-08-31
9. REPLIGEN   2023-08-01 2023-08-31
7. SPS COMMERCE INC   2012-04-03 2023-08-31
98. SCHWAB MID CAP ETF   2016-09-28 2023-08-31
41. UNITED BANKSHARES INC   2021-08-12 2023-08-31
22. VANGUARD LARGE CAP ETF   2015-04-17 2023-08-31
107. CAMBIUM NETWORKS CORPORATION   2022-01-03 2023-09-08
101. EASTERLY GOVERNMENT PROPERTIES   2022-03-24 2023-10-17
797.681 GLENMEDE SECURED OPTIONS I   2016-04-26 2023-10-17
33. HARMONY BIOSCIENCES HOLDINGS   2023-02-02 2023-10-17
33. OLLIE S BARGAIN OUTLET HOLDINGS   2022-02-16 2023-10-17
1384.115 VANGUARD SHORT TERM TREASURY ADM   2023-02-03 2023-10-17
54. HOSTESS BRANDS INC   2023-02-02 2023-11-07
42. HOSTESS BRANDS INC   2023-02-03 2023-11-07
.8819 SMUCKER J M CO SR NT   2023-11-08 2023-11-27
2. SMUCKER J M CO SR NT   2023-11-08 2023-12-22
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,706   1,695 11
b 1,317   1,702 -385
c 608   471 137
d 548   413 135
e 807   1,668 -861
642   1,123 -481
909   901 8
2,334   1,872 462
1,825   1,414 411
536   758 -222
3,092   5,434 -2,342
837   684 153
574   1,643 -1,069
703   229 474
517   1,445 -928
9,843   10,736 -893
1,310   1,385 -75
281   247 34
1,368   1,765 -397
3,991   3,324 667
745   644 101
1,412   1,317 95
1,433   1,589 -156
1,184   776 408
1,484   1,765 -281
547   753 -206
1,975   2,576 -601
644   320 324
779   1,029 -250
87,360   98,411 -11,051
1,762   2,200 -438
26,110   19,626 6,484
849   1,095 -246
1,618   1,714 -96
1,353   1,250 103
56,557   52,770 3,787
16,454   16,834 -380
1,296   2,351 -1,055
1,112   1,376 -264
979   1,133 -154
585   436 149
4,453   4,323 130
16,203   15,028 1,175
3,561   4,478 -917
4,282   5,157 -875
3,181   3,770 -589
665   761 -96
854   698 156
488   892 -404
2,316   1,826 490
2,994   1,784 1,210
577   342 235
10,358   12,175 -1,817
2,825   3,320 -495
2,552   1,219 1,333
1,200   1,031 169
2,007   2,211 -204
976   1,470 -494
66,320   76,802 -10,482
1,767   2,094 -327
2,409   2,550 -141
921   826 95
1,651   1,684 -33
1,689   2,093 -404
666   779 -113
3,803   3,987 -184
1,751   2,127 -376
955   924 31
1,755   1,412 343
1,659   1,085 574
602   711 -109
509   518 -9
2,674   2,060 614
2,373   1,384 989
2,717   2,898 -181
257,275   250,013 7,262
1,608   1,902 -294
1,002   1,407 -405
994   1,109 -115
1,766   1,948 -182
4,217   5,194 -977
1,165   840 325
1,848   934 914
1,067   990 77
22,960   20,987 1,973
704   2,017 -1,313
3,193   1,838 1,355
1,427   1,234 193
2,323   2,237 86
811   990 -179
2,546   2,492 54
965   699 266
1,774   3,451 -1,677
1,939   1,845 94
1,026   1,373 -347
477   619 -142
1,325   1,674 -349
1,124   1,291 -167
1,480   2,144 -664
1,280   1,171 109
2,075   2,633 -558
2,094   1,556 538
1,179   863 316
1,601   1,743 -142
58   60 -2
1,329   3,733 -2,404
1,922   1,747 175
948   1,140 -192
2,000   2,535 -535
1,612   1,177 435
2,939   3,405 -466
3,255   2,848 407
2,106   1,594 512
906   1,312 -406
980   1,178 -198
1,405   952 453
946   1,011 -65
8,501   4,321 4,180
1,418   2,098 -680
1,477   2,706 -1,229
1,872   961 911
2,265   1,692 573
618   308 310
796   106 690
2,004   1,780 224
1,053   2,294 -1,241
4,106   2,016 2,090
1,567   1,974 -407
2,165   1,664 501
1,166   977 189
1,322   1,452 -130
2,158   1,000 1,158
47,930   47,546 384
1,433   2,039 -606
1,749   3,688 -1,939
52,599   55,732 -3,133
2,171   1,456 715
2,733   2,429 304
941   1,412 -471
20,835   9,794 11,041
2,769   630 2,139
1,830   1,710 120
1,830   3,175 -1,345
775   1,916 -1,141
763   574 189
7,126   4,754 2,372
1,437   3,125 -1,688
42   10 32
3,195   3,224 -29
1,072   583 489
694   159 535
1,769   1,875 -106
530   57 473
590   191 399
505   810 -305
2,042   3,394 -1,352
460   720 -260
432   140 292
1,554   1,518 36
1,310   89 1,221
7,046   4,263 2,783
1,231   1,480 -249
4,551   2,112 2,439
868   2,882 -2,014
1,142   2,093 -951
10,721   9,333 1,388
769   1,649 -880
2,391   2,004 387
13,384   13,813 -429
1,800   1,227 573
1,400   960 440
98   98  
250   222 28
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
      4,722
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       11
b       -385
c       137
d       135
e       -861
      -481
      8
      462
      411
      -222
      -2,342
      153
      -1,069
      474
      -928
      -893
      -75
      34
      -397
      667
      101
      95
      -156
      408
      -281
      -206
      -601
      324
      -250
      -11,051
      -438
      6,484
      -246
      -96
      103
      3,787
      -380
      -1,055
      -264
      -154
      149
      130
      1,175
      -917
      -875
      -589
      -96
      156
      -404
      490
      1,210
      235
      -1,817
      -495
      1,333
      169
      -204
      -494
      -10,482
      -327
      -141
      95
      -33
      -404
      -113
      -184
      -376
      31
      343
      574
      -109
      -9
      614
      989
      -181
      7,262
      -294
      -405
      -115
      -182
      -977
      325
      914
      77
      1,973
      -1,313
      1,355
      193
      86
      -179
      54
      266
      -1,677
      94
      -347
      -142
      -349
      -167
      -664
      109
      -558
      538
      316
      -142
      -2
      -2,404
      175
      -192
      -535
      435
      -466
      407
      512
      -406
      -198
      453
      -65
      4,180
      -680
      -1,229
      911
      573
      310
      690
      224
      -1,241
      2,090
      -407
      501
      189
      -130
      1,158
      384
      -606
      -1,939
      -3,133
      715
      304
      -471
      11,041
      2,139
      120
      -1,345
      -1,141
      189
      2,372
      -1,688
      32
      -29
      489
      535
      -106
      473
      399
      -305
      -1,352
      -260
      292
      36
      1,221
      2,783
      -249
      2,439
      -2,014
      -951
      1,388
      -880
      387
      -429
      573
      440
       
      28
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 8,997
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 1,393
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 1,393
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 1,393
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 688
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 688
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 705
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 arrow0 Refundedright arrow 11 0
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrow  
14
The books are in care ofright arrowTRUST POINT INC Telephone no.right arrow (608) 782-1148

Located atright arrow230 FRONT STREET NORTHLA CROSSEWI ZIP+4right arrow54601
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
MICHAEL R BURTON PRESIDENT & TREASURER
1 		1,500    
9255 NORTH THRUSH LANE
BAYSIDE,WI53217
FRANCES M BURTON VICE PRESIDENT
1 		0    
832 LINCOLN PLACE
BOULDER,CO80302
CAROLYN BURTON SECRETARY
1 		500    
9255 NORTH THRUSH LANE
BAYSIDE,WI53217
TRUST POINT INC INVESTMENT MANAGER
1 		25,319    
230 FRONT STREET NORTH
LA CROSSE,WI54601
ALISON FAULKNER BOOKKEEPER
1 		500    
16010 PLUM DRIVE
URBANDALE,IA50323
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  
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 arrow  
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
4,690,692
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,690,692
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
4,690,692
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
70,360
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,620,332
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
231,017
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
231,017
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,393
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,393
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
229,624
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
229,624
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
229,624
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
219,025
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
219,025
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 7 229,624
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 215,276
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 219,025
a Applied to 2022, but not more than line 2a 215,276
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..... 3,749
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		225,875
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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 e-mail address of the person to whom applications should be addressed:
CAROLYN BURTON
8221 NORTH LINKS WAY
FOX POINT,WI53217
(414) 247-1255
bThe form in which applications should be submitted and information and materials they should include:
PROPOSAL LETTER NOT EXCEEDING TWO PAGES. WRITE TO ABOVE ADDRESS FOR BROCHURE OUTLINING GRANT PROCESS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIMARILY ORGANIZATIONS IN DOOR COUNTY AND MILWAUKEE, WI FOCUSING ON HISTORIC PRESERVATION, CULTURAL ACTIVITIES AND ENVIRONMENTAL ISSUES.
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

FRIENDS OF LAKESHORE PARK

500 N HARBOUR DR
MILWAUKEE,WI53202 		NONE PUBLIC EDUCATIONAL 2,500

TRICKLEBEE CAFE

4424 W NORTH AVE
MILWAUKEE,WI53208 		NONE PUBLIC HEALTH & COMMUNITY 10,000

BIRCH CREEK MUSIC PERFORMANCE CENTER

PO BOX 230
EGG HARBOR,WI54209 		NONE PUBLIC STUDENT SCHOLARSHIPS 5,000

UNIVERSITY OF WISCONSIN FOUNDATION

1207 SEMINOLE HIGHWAY
MADISON,WI53711 		NONE PUBLIC EDUCATION 5,000

MILWAUKEE YOUTH SYMPHONY ORCHESTRA

325 W WALNUT STREET
MILWAUKEE,WI53212 		NONE PUBLIC COMMUNITY PARTNERSHIP 7,500

SKYLIGHT THEATER

158 N BROADWAY
MILWAUKEE,WI53202 		NONE PUBLIC ENLIGHTEN PROGRAM 5,000

MILWAUKEE BALLET COMPANY INC

128 N JACKSON STREET
MILWAUKEE,WI53202 		NONE PUBLIC PERFORMING ARTS 5,000

HISTORIC MILWAUKEE

235 E MICHIGAN STREET
MILWAUKEE,WI53202 		NONE PUBLIC TOURS AND PROGRAMS 10,000

Present Music Inc

1120 NORTH MARKET STREET
Milwaukee,WI53202 		NONE PUBLIC EDUCATION 3,750

OLD WORLD WISCONSIN FOUNDATION

PO BOX 347
Elkhorn,WI53212 		NONE PUBLIC HERITAGE BREED LIVESTOCK 5,000

LATINO ARTS INC

1028 N JACKSON ST
MILWAUKEE,WI53226 		NONE PUBLIC CULTURAL AND ETHNIC 5,000

DOOR COUNTY LAND TRUST INC

PO BOX 65
STURGEON BAY,WI54235 		NONE PUBLIC NATURAL RESOUCE 10,000

Hope Center Inc

502 NORTH EAST AVENUE
Waukesha,WI53186 		NONE PUBLIC EDUCATION 5,000

Milwaukee Public Library Foundation

814 WEST WISCONSIN AVENUE
Milwaukee,WI53233 		NONE PUBLIC LIBRARY 10,000

DOOR COUNTY MEMORIAL HOSPITAL FOUNDATION
INC
PO BOX 230
STURGEON BAY,WI54235 		NONE PUBLIC HUMANITARIAN 10,000

URBAN ECOLOGY CENTER

1500 EAST PARK PLACE
MILWAUKEE,WI53211 		NONE PUBLIC EDUCATION 7,500

MILWAUKEE PUBLIC MUSEUM

800 W WELLS STREET
MILWAUKEE,WI53233 		NONE PUBLIC EARLY LEARNING PROGRAMS 10,000

DANCEWORKS INC

1661 N WATER STREET
MILWAUKEE,WI53202 		NONE PUBLIC ARTS 5,000

OPTIMIST THEATRE

2010 N 1ST STREET
MILWAUKEE,WI53212 		NONE PUBLIC HUMANITARIAN 3,000

ARTISTS WORKING IN EDUCATION INC

4315 W VILET STREET
MILWAUKEE,WI53208 		NONE PUBLIC EDUCATIONAL 5,000

Door County Public Library Foundation

222 N 3RD AVENUE
STURGEON BAY,WI54235 		NONE PUBLIC EDUCATIONAL 1,000

Milwaukee Symphony Orchestra

212 WEST WISCONSIN AVENUE
Milwaukee,WI53202 		NONE PUBLIC EDUCATION 5,000

Zoological Society of Milwaukee

10005 W BLUEMOUND AVENUE
Milwaukee,WI53226 		NONE PUBLIC ENVIRONMENTAL 1,500

Boulder Opera

2015 GRAPE AVENUE
Boulder,CO80304 		NONE PUBLIC EDUCATION 2,000

Namur Belgian Heritage Foundation

PO BOX 173
Brussels,WI54204 		NONE PUBLIC CULTURAL, ETHNIC AWARENESS 9,000

Boulder Museum of Contemporary Art

1750 13TH STREET
Boulder,CO80302 		NONE PUBLIC EDUCATION 5,000

International Hearing Dog

5901 EAST 89TH AVENUE
Henderson,CO80640 		NONE PUBLIC HUMAN SERVICE ORGANIZATION 10,000

COLORADO HORSE RESCUE

10386 N 65TH STREET
LONGMONT,CO80503 		NONE PUBLIC ANIMAL CARE 1,250

WILD ANIMAL SANCTUARY

1946 COUNTY ROAD 53
KEENESBURG,CO80643 		NONE PUBLIC ENVIRONMENTAL 10,000

Wild Bear Nature Center

PO BOX 3017
Nederland,CO80466 		NONE PUBLIC NATURAL EDUCATION AND 25,000

Nederland Community Library Foundation

CU REGENT ADMINISTRATIVE CENTER
Boulder,CO80309 		NONE PUBLIC EDUCATION 5,000

Cycling Without Age - Door County Inc

PO BOX 375
Sister Bay,WI54234 		NONE PUBLIC MEDICAL 8,000

OPEN DOOR BIRD SANCTUARY

4114 COUNTY ROAD I
STURGEON BAY,WI54235 		NONE PUBLIC SLOP SINK, OUTDOOR LIGHTS, 5,000
Total .................................right arrow 3a 217,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 114,928  
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 8,997  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAGREE REALTY CORP 		    14 6  
bAMERICAN BEACON DE     14 392  
cEASTERLY GOVERNMEN     14 90  
dMOELIS & CO     14 182  
e
12 Subtotal. Add columns (b), (d), and (e) ..   131,794  
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,794
(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
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
2023
Name of the organization
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
 
Employer identification number

39-1857836
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
  		Employer identification number
39-1857836
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
S WILLIAM G MAY REV TRUST ESTATE
 
N PARK DRIVE STE 100
 
LAFAYETTE, CO800263494

$ 134,856


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
  		Employer identification number

39-1857836
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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
  		Employer identification number

39-1857836
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

TY 2023 OtherDecreasesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Description Amount
NONDIVIDEND DISTRIBUTIONS 671


TY 2023 OtherExpensesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 25 0   25


TY 2023 OtherIncomeSchedule2
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 7,199 7,199  
AGREE REALTY CORP 6 0  
AMERICAN BEACON DEVELOPING WORLD INCOME 392 0  
EASTERLY GOVERNMENT PROPERTIES 90 0  
MOELIS & CO 182 0  


TY 2023 OtherIncreasesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Description Amount
ACCRUED INCOME/LOSS ADJUSTMENT 2,294


TY 2023 OtherProfessionalFeesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 2,198 2,198    


TY 2023 TaxesSchedule
Name:
MAIHAUGEN FOUNDATION INC AGENCY 1045002262
EIN:
39-1857836
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 56 56   0
FOREIGN TAXES ON QUALIFIED FOR 810 810   0