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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
GEORGE KRESS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 19017
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREEN BAY, WI543019017
A Employer identification number

39-6050768
B Telephone number (see instructions)

(920) 433-5192
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$26,598,419J 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) 5,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 648,350 648,350  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 743,264
b Gross sales price for all assets on line 6a 6,098,799
7 Capital gain net income (from Part IV, line 2)... 743,264
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........ 6,391,614 1,391,614  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
101,441 101,441   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,222 2,222   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48 0   48
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,711 103,663   48
25 Contributions, gifts, grants paid....... 4,649,618 4,649,618
26 Total expenses and disbursements. Add lines 24 and 25 4,765,329 103,663   4,649,666
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,626,285
b Net investment income (if negative, enter -0-) 1,287,951
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 17,707 7,660 7,660
2 Savings and temporary cash investments......... 337,349 662,110 662,110
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) 1,953,978 Click to see attachment
List of Attached Documents:
// Content
1,569,265 		1,553,208
b Investments—corporate stock (attach schedule)....... 7,431,554 Click to see attachment
List of Attached Documents:
// Content
6,726,439 		13,464,920
c Investments—corporate bonds (attach schedule)....... 8,641,136 Click to see attachment
List of Attached Documents:
// Content
11,040,368 		10,910,521
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)..........      
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) 18,381,724 20,005,842 26,598,419
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........ 18,381,724 20,005,842
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 18,381,724 20,005,842
30 Total liabilities and net assets/fund balances (see instructions). 18,381,724 20,005,842
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
18,381,724
2
Enter amount from Part I, line 27a .....................
2
1,626,285
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,008,009
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,167
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,005,842
Form 990-PF (2024)
Form 990-PF (2024)
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 CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,997,489   5,355,535 641,954
b 101,310     101,310
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       641,954
b       101,310
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 743,264
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 17,903
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 17,903
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 17,903
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 12,871
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,871
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 24,968
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow24,968 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowMICHELLE HANSEN Telephone no.right arrow (920) 433-5192

Located atright arrowPO BOX 19017GREEN BAYWI ZIP+4right arrow543019017
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MICHELLE HANSEN PRESIDENT
35.00 		0 0 0
PO BOX 19017
GREEN BAY,WI543019017
JOHN KRESS CHAIRMAN
1.00 		0 0 0
PO BOX 19017
GREEN BAY,WI543019017
INGRID KRESS SECRETARY/TREASURER
1.00 		0 0 0
PO BOX 19017
GREEN BAY,WI543019017
WILLIAM KRESS TRUSTEE
1.00 		0 0 0
PO BOX 19017
GREEN BAY,WI543019017
DANIEL WICKMAN TRUSTEE
1.00 		0 0 0
PO BOX 19017
GREEN BAY,WI543019017
TERRY WICKMAN VICE PRESIDENT
1.00 		0 0 0
PO BOX 19017
GREEN BAY,WI543019017
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 (2024)
Form 990-PF (2024)
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
ASSOCIATED TRUST COMPANY NA INVESTMENT MANAGEMENT 101,441
PO BOX 12800
GREEN BAY,WI54307
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
26,255,684
b
Average of monthly cash balances.......................
1b
292,362
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
26,548,046
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
26,548,046
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
398,221
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,149,825
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,307,491
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
1,307,491
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,903
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,903
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,289,588
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,289,588
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
1,289,588
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
4,649,666
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
4,649,666
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,289,588
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 3,053,782
b From 2020...... 2,653,949
c From 2021...... 2,150,536
d From 2022...... 2,366,262
e From 2023...... 2,465,388
f Total of lines 3a through e ........ 12,689,917
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,649,666
a Applied to 2023, 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 2024 distributable amount..... 1,289,588
e Remaining amount distributed out of corpus 3,360,078
5 Excess distributions carryover applied to 2024. 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 16,049,995
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		3,053,782
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		12,996,213
10 Analysis of line 9:
a Excess from 2020.... 2,653,949
b Excess from 2021.... 2,150,536
c Excess from 2022.... 2,366,262
d Excess from 2023.... 2,465,388
e Excess from 2024.... 3,360,078
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ACHIEVE BROWN COUNTY

441 S JACKSON STREET SUITE 201
GREEN BAY,WI54301 		N/A PC PROGRAM SUPPORT 10,000

ADULT & TEEN CHALLENGE NORTHEASTERN WISCONSIN

999 N MILITARY AVENUE
GREEN BAY,WI54303 		N/A PC RESIDENTIAL RECOVERY PROGRAM FOR MEN (PAYMENT 2 OF 2) 100,000

ALDO LEOPOLD COMMUNITY SCHOOL

622 ELIZA SREET
GREEN BAY,WI54301 		N/A PC EXPERIENTIAL EDUCATION AT ALDO LEOPOLD COMMUNITY SCHOOL 2,500

ARKANSAS COMMUNITY FOUNDATION

PO BOX 51110
LITTLE ROCK,AR72202 		N/A PC MEMORIAL 5,000

ARKANSAS COMMUNITY FOUNDATION CONWAY COUNTY SCHOOL COUNTS

PO BOX 282
MORRILTON,AR72110 		N/A PC PROVIDING EDUCATION FOR STUDENTS (PAYMENT 2 OF 3) 33,000

ASHWAUBENON PERFORMING ARTS CENTER - ASHWAUBENON SCHOOL DISTRICT

2391 SOUTH RIDGE ROAD
GREEN BAY,WI54304 		N/A GOV SPONSORSHIP TO SUPPORT PERFORMING ARTS 10,000

ASHWAUBENON YOUTH BASEBALL

900 ANDERSON DRIVE
ASHWAUBENON,WI54304 		N/A PC MEMORIAL 250

ASPIRO

1673 DOUSMAN STREET
GREEN BAY,WI54303 		N/A PC MATCHING GIFT SPONSOR 3,000

AWAKEN

PO BOX 956
GREEN BAY,WI54305 		N/A PC PROGRAM SUPPORT 5,000

BELLIN HEALTH FOUNDATION

PO BOX 23400
GREEN BAY,WI54305 		N/A PC IN FULL EMBRACE-NICU CAMPAIGN (3 OF 4) 250,000

BELLIN HEALTH FOUNDATION

PO BOX 23400
GREEN BAY,WI543053400 		N/A PC BELLIN RUN GOLD SPONSOR 12,000

BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN

613 N 5TH STREET SUITE 203
WAUSAU,WI54403 		N/A PC BOWL FOR KIDS SAKE 2,500

BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN

520 N BROADWAY SUITE 220
GREEN BAY,WI54303 		N/A PC MISSION PARTNER 15,000

BIRDER STUDIO OF PERFORMING ARTS FUND

125 S BROADWAY
DEPERE,WI54115 		N/A PC ARTS EDUCATION FOR UNDERSERVED STUDENTS 5,000

BOY SCOUTS OF AMERICA BAY-LAKES COUNCIL

PO BOX 267
APPLETON,WI549120267 		N/A PC GOLDEN EAGLE SPONSORSHIP 2,750

BOYS & GIRLS CLUB OF GREATER GREEN BAY

1451 UNIVERSITY AVENUE
GREEN BAY,WI54302 		N/A PC PROGRAM SUPPORT 25,000

BOYS & GIRLS CLUB OF THE WAUSAU AREA

1710 N 2ND ST
WAUSAU,WI54403 		N/A PC CAREER & WORKFORCE DEVELOPMENT 10,000

BRAIN CENTER OF GREEN BAY INC

2801 S WEBSTER
GREEN BAY,WI54301 		N/A PC OUTREACH PROGRAMS/EVENT SPONSOR/LEGACY FUND 50,000

BRIDGE HOSPICE

950 W WOOSTER STREET
BOWLING GREEN,OH43402 		N/A PC MEMORIAL 1,000

BRIDGES TO A NEW DAY

16151 WEBER ROAD SUITE LL 60
CREST HILL,IL60403 		N/A PC COUNSELING SERVICES FOR FAMILIES AND CHILDREN 1,000

BROWN COUNTY CIVIC MUSIC ASSOCIATION

1150 HILL DR
HOBART,WI54155 		N/A PC CHANTICLEER CONCERT PRESENTED BY BROWN COUNTY CIVIC MUSIC ASSOCIATION 12,500

BROWN COUNTY CIVIC MUSIC ASSOCIATION

1150 HILL DR
HOBART,WI54155 		N/A PC BROWN COUNTY CIVIC MUSIC 20,000

BROWN COUNTY UNITED WAY

PO BOX 1593
GREEN BAY,WI54305 		N/A PC UNITED WAY ANNUAL CAMPAIGN 75,000

CELLCOM GREEN BAY MARATHON

PO BOX 22490
GREEN BAY,WI54305 		N/A PC CELLCOM GREEN BAY MARATHON SPONSOR 15,000

CESA 7

595 BAETEN ROAD
GREEN BAY,WI54304 		N/A PC SUPPORTING CHILDREN WITH LITERACY DEVELOPMENT. 50,000

CLEAN WATER ACTION COUNCIL OF NORTHEASTERN WISCONSIN INC

PO BOX 9144
GREEN BAY,WI54308 		N/A PC MATCHING GRANT FOR OPERATING EXPENSES. 3,940

COLLEGEREADY

715 SUPERIOR ROAD SUITE 102
GREEN BAY,WI54311 		N/A PC LAMP OF KNOWLEDGE 15,000

COON RAPIDS ROTARY FOUNDATION

PO BOX 48905
COON RAPIDS,MN55448 		N/A PC COON RAPIDS SAMPLER OCTOBERFEST 1,000

COURT APPOINTED SPECIAL ADVOCATES (CASA) OF BROWN COUNTY

414 E WALNUT STREET SUITE 170
GREEN BAY,WI54301 		N/A PC CASA OF BROWN COUNTY - PROGRAM SUPPORT 10,000

CP INC

2801 S WEBSTER AVE
GREEN BAY,WI54301 		N/A PC CP TELETHON PROGRAM SUPPORT & CENTER UPDATES 262,500

CURATIVE CONNECTIONS

2900 CURRY LANE PO BOX 8027
GREEN BAY,WI543028027 		N/A PC YESTER YEAR VILLAGE CAMPAIGN (3 OF 3) 80,000

DOOR COUNTY BOOKMOBILE INC

7590 SUNNY POINT RD
EGG HARBOR,WI54209 		N/A PC PROGRAM SUPPORT 5,000

DOOR COUNTY MARITIME MUSEUM & LIGHTHOUSE PRESERVATION SOCIETY INC

120 NORTH MADISON AVENUE
STURGEON BAY,WI54235 		N/A PC DOOR COUNTY MARITIME MUSEUM ARCHIVES BUILDING 500,000

DOWNTOWN GREEN BAY CHARITIES INC

130 E WALNUT STREET SUITE 501
GREEN BAY,WI54301 		N/A PC ARTFEST GREEN BAY CO-SPONSORSHIP 17,500

DOWNTOWN GREEN BAY CHARITIES INC

130 E WALNUT STREET SUITE 501
GREEN BAY,WI54301 		N/A PC HEART OF THE CITY 3,500

DOWNTOWN GREEN BAY CHARITIES INC

130 E WALNUT STREET SUITE 501
GREEN BAY,WI54301 		N/A PC LEADERSHIP GREEN BAY -KAYAK RENTAL KIOSK 5,000

EAST HIGH GRIDIRON INC

709 S ROOSEVELT STREET
GREEN BAY,WI54301 		N/A PC GREEN BAY EAST HIGH SCHOOL FOOTBALL CLUB 5,000

EMILY'S NINJAS LLC

2503 REMINGTON ROAD
GREEN BAY,WI54302 		N/A PC EMILY'S NINJAS 500

ENCOMPASS EARLY EDUCATION & CARE INC

PO BOX 1627 1823 S WEBSTER AVE
GREEN BAY,WI543051627 		N/A PC THE BIG EVENT 5,000

ENVISION GREATER GREEN BAY

PO BOX 625
GREEN BAY,WI54305 		N/A PC WORLD FUTURES DAY 3,000

FAITH LUTHERAN CHURCH

2335 SOUTH WEBSTER AVENUE
GREEN BAY,WI54301 		N/A PC MEMORIAL 2,000

FAMILY SERVICES OF NORTHEAST WI

PO BOX 22308
GREEN BAY,WI54305 		N/A PC GREEN & GOLD GALA 30,000

FATHER ALLOUEZ CATHOLIC SCHOOL

2575 S WEBSTER AVENUE
GREEN BAY,WI54301 		N/A PC ROARING TWENTIES PROGRAM SUPPORT 1,000

FIDELITY INVESTMENTS CHARITABLE GIFT FUND - SPIRIT OF CHILDREN

6826 BLACK HORSE PIKE
EGG HARBOR TOWNSHIP,NJ082344197 		N/A PC SPIRIT OF CHILDREN 1026012 15,000

FINE ARTS INSTITUTE OF EAST HIGH

1415 E WALNUT STREET
GREEN BAY,WI54301 		N/A PC EAST HIGH FINE ARTS 500

FOOD ON THE MOVE INC

PO BOX 1626
TULSA,OK74101 		N/A PC FOOD ON THE MOVE 15,000

FOUNDATIONS HEALTH & WHOLENESS INC

1061 W MASON STREET
GREEN BAY,WI54303 		N/A PC ETHICS IN ACTION HONORS EVENT 25,000

FREEDOM HOUSE MINISTRIES INC

2997 ST ANTHONY DRIVE
GREEN BAY,WI54311 		N/A PC ANNUAL PROGRAM SUPPORT 15,000

FRIENDS OF BAY BEACH INC

1740 COFRIN DRIVE
GREEN BAY,WI54302 		N/A PC BAY BEACH ALL-INCLUSIVE PLAYGROUND (PAYMENT 2 OF 2) 500,000

FRIENDS OF PALS YOUTH AND FAMILIES INC

PO BOX 1202
GREEN BAY,WI543051202 		N/A PC BROWN COUNTY FAMILY CENTER 75,000

FRIENDS WISCONSIN STATE PARKS

S2815 BRIAR BLUFF RD
REEDSBURG,WI53959 		N/A PC UPGRADE FOX RIVER TRAIL (PAYMENT 2 OF 2) 50,000

GOLDEN HOUSE

1120 UNIVERSITY AVENUE PO BOX 727
GREEN BAY,WI543050727 		N/A PC SHOW OF STRENGTH 7,500

GREATER GREEN BAY CHAMBER FOUNDATION

300 N BROADWAY SUITE 3A
GREEN BAY,WI54303 		N/A PC LEADERSHIP GREEN BAY 2024 5,000

GREATER GREEN BAY CHAMBER FOUNDATION

300 N BROADWAY SUITE 3A
GREEN BAY,WI54303 		N/A PC TEEN LEADERSHIP 2024 5,000

GREATER GREEN BAY CHAMBER FOUNDATION

300 N BROADWAY SUITE 3A
GREEN BAY,WI54303 		N/A PC GOLDEN APPLE AWARDS 2024 20,000

GREATER GREEN BAY COMMUNITY FOUNDATION

400 S WASHINGTON STREET
GREEN BAY,WI54301 		N/A PC GIVE BIG GREEN BAY 21,503

GREATER GREEN BAY COMMUNITY FOUNDATION

400 S WASHINGTON STREET
GREEN BAY,WI54301 		N/A PC WOMEN'S FUND 3,500

GREATER GREEN BAY COMMUNITY FOUNDATION

400 S WASHINGTON STREET
GREEN BAY,WI54301 		N/A PC CORNERSTONE COMMUNITY ICE CENTER 500,000

GREATER GREEN BAY HABITAT FOR HUMANITY

1967 ALLOUEZ AVENUE
GREEN BAY,WI54311 		N/A PC RESTORE TRUCK 50,000

GREATER GREEN BAY YMCA INC

235 N JEFFERSON ST
GREEN BAY,WI543015126 		N/A PC YMCA ANNUAL SUPPORT 30,000

GREEN BAY AREA PUBLIC SCHOOLS EDUCATION FOUNDATION

200 S BROADWAY
GREEN BAY,WI54303 		N/A PC GBAPS EDUCATION FOUNDATION 30,000

GREEN BAY BOTANICAL GARDENS

2600 LARSEN ROAD
GREEN BAY,WI54303 		N/A PC GARDEN OF LIGHTS 5,000

GREEN BAY BOTANICAL GARDENS

2600 LARSEN ROAD
GREEN BAY,WI54303 		N/A PC NATURE NURTURES CAMPAIGN (3 OF 4) 250,000

GREEN BAY BOTANICAL GARDENS

2600 LARSEN ROAD
GREEN BAY,WI54303 		N/A PC EDUCATION PROGRAMS & ACTIVITIES SPONSOR 2,500

GREEN BAY SAIL & PADDLE

101 BAY BEACH RD
GREEN BAY,WI54302 		N/A PC STEM CAMP SCHOLARSHIP 3,500

HOUSE OF HOPE GREEN BAY INC

1660 CHRISTIANA STREET
GREEN BAY,WI54303 		N/A PC TOUCHDOWNS FOR HOPE 5,000

INTERNATIONAL CORRUGATED PACKAGING FOUNDATION

500 PARK BOULEVARD SUITE 985
ITASCA,IL60143 		N/A PC CIRCLE OF DISTINGUISHED LEADERS-PROGRAM SUPPORT 10,000

JACK LINK'S AQUATIC & ACTIVITY CENTER

714 WEST HOKAH STREET
MINONG,WI54859 		N/A PC AQUATIC & ACTIVITY CENTER 10,000

JERRY PARINS CRUISE FOR CANCER FOUNDATION

1966 VELP AVENUE
GREEN BAY,WI54303 		N/A PC JERRY PARINS CRUISE FOR CANCER 1,000

JOURNEY TO ADULT SUCCESS

PO BOX 11301
GREEN BAY,WI54307 		N/A PC CONNECTING YOUNG ADULTS LEAVING FOSTER CARE 2,500

JUNIOR ACHIEVEMENT OF WI INC - GREATER GREEN BAY AREA

320 MAIN AVENUE SUITE 101
DE PERE,WI54115 		N/A PC JUNIOR ACHIEVEMENT GREATER GB 15,000

JUNIOR ACHIEVEMENT OF WISCONSIN NCW

300 3RD STREET SUITE L04
WAUSAU,WI54403 		N/A PC NORTHCENTRAL WI JUNIOR ACHIEVEMENT 3,500

JUNIOR ACHIEVEMENT OF WISCONSIN NCW

300 3RD STREET SUITE L04
WAUSAU,WI54403 		N/A PC NORTHCENTRAL WI JUNIOR ACHIEVEMENT 3,500

LAKELAND UNIVERSITY

W3718 SOUTH DRIVE
PLYMOUTH,WI53073 		N/A PC ANNUAL SCHOLARSHIPS 7,500

LEIGH YAWKEY WOODSON ART MUSEUM

700 NORTH 12TH STREET
WAUSAU,WI54403 		N/A POF WOMEN REFRAME AMERICAN LANDSCAPE: ACTIVITY GUIDES & ART KITS 1,500

LITERACY GREEN BAY INC

424 S MONROE AVENUE
GREEN BAY,WI54301 		N/A PC EVENT BUNDLE 5,000

MAKE A WISH WISCONSIN

200 E WASHINGTON STREET SUITE 2F
APPLETON,WI54911 		N/A PC MAKE A WISH-GOURMET WISHES 3,000

MARCH OF DIMES

PO BOX 18819
ATLANTA,GA31126 		N/A PC MARCH FOR BABIES-PROGRAM SUPPORT 2,500

MARTIN LUTHER COLLEGE

1995 LUTHER COURT
NEW ULM,MN56073 		N/A PC MEMORIAL 250

MYTEAM TRIUMPH WISCONSIN

1307 BROOKFIELD AVE
GREEN BAY,WI54313 		N/A PC PROGRAM SUPPORT 4,500

NASHVILLE COACHING COALITION

2416 21ST AVE SOUTH SUITE 203A
NASHVILLE,TN37212 		N/A PC NASHVILLE COACHING COALITION 10,000

NATIONAL FIRE SAFETY COUNCIL INC

100 N JEFFERSON ST ROOM 403
GREEN BAY,WI54301 		N/A PC FIRE SAFETY 1,500

NATIONAL MS SOCIETY

PO BOX 306
CONSHOHOCKEN,PA19428 		N/A PC EAST WEST LABEL-MS WALK 1,000

NATIONAL RAILROAD MUSEUM INC

2285 SOUTH BROADWAY STREET
GREEN BAY,WI543044832 		N/A PC FULL STEAM AHEAD (PAYMENT 1 OF 4) 250,000

NEVILLE PUBLIC MUSEUM FOUNDATION

PO BOX 325
GREEN BAY,WI54305 		N/A PC NEVILLE PUBLIC MUSEUM FOUNDATION - 2025 EXHIBITS AND PROGRAMS 30,000

NEW COMMUNITY SHELTER INC

301 MATHER STREET
GREEN BAY,WI54303 		N/A PC PROGRAM SUPPORT - MEAL PROGRAM 10,000

NEW NORTH

2740 W MASON STREET
GREEN BAY,WI54303 		N/A PC INVEST IN COLLABORATION 10,000

NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION

1000 W CAMPUS DRIVE
WAUSAU,WI54401 		N/A PC NTC FOUNDATION SCHOLARSHIP PROGRAM-GREEN BAY PACKAGING, INC. SCHOLARSHIP 2,000

NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATIONAL FOUNDATION INC

2740 WEST MASON STREET
GREEN BAY,WI54307 		N/A PC MAKING COLLEGE POSSIBLE 50,000

NORTHEAST WISCONSIN TECHNICAL COLLEGE EDUCATIONAL FOUNDATION INC

2740 WEST MASON STREET
GREEN BAY,WI54307 		N/A PC BROWN COUNTY GOLF CLASSIC - SCHOLARSHIP SUPPORT 3,000

ON BROADWAY INC

340 N BROADWAY STE 165
GREEN BAY,WI54303 		N/A PC THE PUBLIC MARKET CAMPAIGN 250,000

ONE MILE LEADERSHIP

3281 MAVERICK DRIVE
WICKENBURG,AZ85390 		N/A PC TEAM ONE MILE-OPERATION HEALING HEARTS 2,500

PAUL'S PANTRY

1513 LEO FRIGO WAY
GREEN BAY,WI54302 		N/A PC HURRICANE RELIEF EFFORTS 1,500

PRESBYTERIAN PANTRY OF GREEN BAY WI

200 S ASHLAND AVENUE
GREEN BAY,WI54303 		N/A PC PANTRY SUPPORT 1,000

PROJECT BUBALOO

3945 SUNSET HILL ROAD
HUBERTUS,WI53033 		N/A PC MEMORIAL 2,000

PULP & PAPER SAFETY ASSOCIATION

15 TECHNOLOGY PARKWAY S SUITE 115
PEACHTREE CORNERS,GA30092 		N/A NC PPSA AWARD SPONSOR 3,500

RAWHIDE BOYS RANCH

E7475 RAWHIDE ROAD
NEW LONDON,WI549619025 		N/A PC RAWHIDE YOUTH SERVICES 10,000

RC MEMORIAL FOUNDATION

PO BOX 5553
DE PERE,WI54115 		N/A PC SUPPORT CHILDREN WITH CANCER 2,500

RED SMITH SCHOOL

2675 SUSSEX ROAD
GREEN BAY,WI54311 		N/A GOV SCHOOL PROJECTS 7,000

RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC

8948 WATERTOWN PLANK ROAD
MILWAUKEE,WI53226 		N/A PC ROOM SPONSORSHIP 2,500

ROTARY FOUNDATION OF GREEN BAY INC

PO BOX 5
GREEN BAY,WI543050005 		N/A PC FEA, SCHOLARSHIPS, AND GRANTS 10,000

ST JOSEPH HOME

10722 WYSCARVER ROAD
CINCINNATI,OH45241 		N/A PC MEMORIAL 500

ST NORBERT COLLEGE

100 GRANT STREET
DE PERE,WI54115 		N/A PC YOUTH AND COMMUNITY ARTS CONSORTIUM OF ST. NORBERT COLLEGE FEATURING THE GREEN BAY BOY AND GIRL YOUTH CHOIRS, THE YOUTH ORCHESTRA PROGRAM, THE KNIGHTS ON BROADWAY, AND THE DUDLEY BIRDER CHORALE 10,000

STOUT UNIVERSITY FOUNDATION

320 SOUTH BROADWAY PO BOX 790
MENOMONIE,WI547510790 		N/A PC 2024-2025 SCHOLARSHIP SUPPORT 1,375

THE AVENUE 911

PO BOX 2577
APPLETON,WI54912 		N/A PC PROGRAM SUPPORT 5,000

THE CHERRY STREET MISSION

PO BOX 9100
TOLEDO,OH436979100 		N/A PC PROGRAM SUPPORT 2,500

THE CHILDREN'S MUSEUM OF GREEN BAY

1230 BAY BEACH ROAD
GREEN BAY,WI54302 		N/A PC REACHING NEW HEIGHTS CAMPAIGN 250,000

THE CHILDREN'S MUSEUM OF GREEN BAY

1230 BAY BEACH ROAD
GREEN BAY,WI54302 		N/A PC BEYOND WONDERLAND 5,000

THE GATEWAY COLLECTIVE

PO BOX 158
GREEN BAY,WI54305 		N/A PC THE GATEWAY COLLECTIVE 100,000

THE GATEWAY COLLECTIVE

PO BOX 158
GREEN BAY,WI54305 		N/A PC THE GATEWAY COLLECTIVE (PAYMENT 1 OF 3) 100,000

THE MARY KAY FOUNDATION

PO BOX 799044
DALLAS,TX75379 		N/A PC MARY KAY CHARITY GOLF CLASSIC - GOLF TUMBLER SPONSOR 5,250

THE MILITARY OFFICERS CLUB OF NORTHEASTERN WISCONSIN INC

4168 MERRIMAC WAY
ONEIDA,WI54155 		N/A NC VETERAN PROGRAM SUPPORT 10,000

THE NEIGHBOR'S PLACE

360 GRAND AVENUE SUITE 200
WAUSAU,WI54403 		N/A PC PEOPLE HELPING PEOPLE 2,500

THE SALVATION ARMY OF GREATER GREEN BAY

626 UNION COURT
GREEN BAY,WI54303 		N/A PC THE SALVATION ARMY'S PATHWAY OF HOPE 5,000

THE VOLUNTEER CENTER OF BROWN COUNTY

984 NINTH STREET
GREEN BAY,WI54304 		N/A PC WPS VOLUNTEER AWARDS 3,500

THE WOMEN'S COMMUNITY

3200 HILLTOP AVE
WAUSAU,WI54401 		N/A PC PROGRAM SUPPORT 2,500

TREES FOR TOMORROW INC

PO BOX 609 519 E SHERIDAN ST
EAGLE RIVER,WI54521 		N/A PC TREES FOR TOMORROW-EXPLORING SCIENCE 7,500

TULSA AREA UNITED WAY

1430 S BOULDER AVENUE
TULSA,OK74119 		N/A PC 2024 ANNUAL CAMPAIGN 3,000

US VENTURE OPEN

425 BETTER WAY
APPLETON,WI54915 		N/A PC U.S. VENTURE OPEN 15,000

UNITED WAY KALAMAZOO

709 S WESTNEDGE AVENUE
KALAMAZOO,MI49007 		N/A PC 2024 CAMPAIGN SUPPORT 14,000

UNITED WAY OF MARATHON COUNTY

705 S 24TH AVENUE
WAUSAU,WI54401 		N/A PC UNITED WAY ANNUAL CAMPAIGN 10,000

UNITED WAY SANDUSKY

826 W STATE STREET
FREMONT,OH43420 		N/A PC ANNUAL CAMPAIGN SUPPORT 5,000

UNIVERSITY OF WISCONSIN FOUNDATION

1848 UNIVERSITY AVENUE
MADISON,WI53726 		N/A PC ORGAN AND TISSUE DONATION 2,500

UNIVERSITY OF WISCONSIN STEVENS POINT PAPER SCIENCE FOUNDATION INC

D 284 SCIENCE BUILDING 2001 FOURTH
AVE
STEVENS POINT,WI54481 		N/A PC UWSP SCHOLARSHIPS AWARD 5,000

VALLEY KID'S FOUNDATION INC

501 S NICOLET ROAD
APPLETON,WI54914 		N/A PC MAKING KIDS' DREAMS A REALITY 1,500

VIETNAM VETERANS OF AMERICA CHAPTER 224

3551 FINGER ROAD
GREEN BAY,WI54311 		N/A NC PEARLY GATES VETERANS BENEFIT 1,000

WALTER'S CHILDREN CHARITIES

3213 ADAMS STREET
RIVERSIDE,CA92504 		N/A PC CHILDREN'S HOSPITAL-HELPING HEAL CHILDREN 7,500

WILLOW TREE CORNERSTONE CHILD ADVOCACY CENTER OF FAMILY SERVICES

503 S MONROE AVENUE
GREEN BAY,WI54305 		N/A PC CHILD ADVOCACY 5,000

WISCONSIN HUMANE SOCIETY

1830 RADISSON STREET
GREEN BAY,WI54302 		N/A PC CRITICAL ANIMAL CARE 30,000

WISCONSIN PARKINSON ASSOCIATION

13400 BISHOPS LANE SUITE 120
BROOKFIELD,WI53005 		N/A PC PITCHING FOR PARKINSON 1,000

WISCONSIN POLICY FORUM

633 W WISCONSIN AVENUE SUITE 406
MILWAUKEE,WI53203 		N/A PC IMPARTIAL PUBLIC POLICY RESEARCH FOR WI 4,300

YWCA GREEN BAY

230 S MADISON STREET
GREEN BAY,WI54301 		N/A PC WOMEN OF VISION LUNCHEON 5,000
Total .................................right arrow 3a 4,649,618
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 648,350  
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 ............ 		    18 743,264  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,391,614 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,391,614
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
GEORGE KRESS FOUNDATION INC
 
Employer identification number

39-6050768
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
GEORGE KRESS FOUNDATION INC
  		Employer identification number
39-6050768
Part I
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
GREEN BAY PACKAGING INC
 
1700 N WEBSTER COURT
 
GREEN BAY, WI54302

$ 5,000,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
GEORGE KRESS FOUNDATION INC
  		Employer identification number

39-6050768
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
GEORGE KRESS FOUNDATION INC
  		Employer identification number

39-6050768
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

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

TY 2024 ExpenditureResponsibilityStmt
Name:
GEORGE KRESS FOUNDATION INC
EIN:
39-6050768
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
LEIGH YAWKEY WOODSON ART MUSEUM
  		700 NORTH 12TH STREET
WAUSAU,WI54403 		2024-01-30 1,500 SUPPORT THE MUSEUM'S CHARITABLE OPERATIONS, SPECIFICALLY THE DEVELOPMENT AND DISTRIBUTION OF ART KITS. 1,500 NONE KNOWN 11/04/2025 2025-11-04 GRANT WAS USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE, NO AMOUNT WAS DIVERTED.
PULP & PAPER SAFETY ASSOCIATION
  		15 TECHNOLOGY PARKWAY S SUITE 115
PEACHTREE CORNERS,GA30092 		2024-04-30 3,500 THE DONATED FUNDS WERE SPECIFICALLY ALLOCATED TO SUPPORT SAFETY EDUCATION INITIATIVES AND RECOGNITION, INCLUDING TRAINING PROGRAMS, RESOURCE DEVELOPMENT, AND OUTREACH EFFORTS TO REDUCE WORKPLACE INJURIES AND IMPROVE SAFETY STANDARDS ACROSS MEMBER ORGANIZATIONS. 3,500 NONE KNOWN 11/01/25 2025-11-01 GRANT WAS USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE, NO AMOUNT WAS DIVERTED.
THE MILITARY OFFICERS CLUB OF NORTHEASTERN WISCONSIN
  		4168 MERRIMAC WAY
ONEIDA,WI54155 		2024-06-04 10,000 THE MILITARY OFFICERS CLUB OF NORTHEASTERN WISCONSIN CONTRIBUTED 100% OF THE DONATION TO VETERAN 501(C)(3) ENTITIES. THE DONATION WAS PART OF DONATIONS TOTALING $82,000 AND WAS AWARDED THROUGH GRANTS FOR SPECIFIC VETTED PROGRAMS THAT DIRECTLY BENEFITED VETERANS. ELEVEN VETERAN SERVICE ORGANIZATION PROGRAMS IN NORTHEASTERN WISCONSIN WERE VETTED FOR PROVIDING DIRECT, MEASURABLE, AND QUANTIFIABLE RESULTS FOR VETERANS WITH NONE OF THE GRANTS GOING TOWARD ADMINISTRATIVE COSTS. 10,000 NONE KNOWN 10/29/25 2025-10-29 GRANT WAS USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE, NO AMOUNT WAS DIVERTED.
VIETNAM VETERANS OF AMERICA CHAPTER 224
  		3551 FINGER ROAD
GREEN BAY,WI54311 		2024-01-30 1,000 THE FUNDS WERE USED TO PROMOTE VETERAN CAUSES. 1,000 NONE KNOWN 11/04/25 2025-11-04 GRANT WAS USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE, NO AMOUNT WAS DIVERTED.

TY 2024 InvestmentsCorpBondsSchedule
Name:
GEORGE KRESS FOUNDATION INC
EIN:
39-6050768
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR PRODUCTS & CHEMICALS 339,829 347,421
APPLE INC 2.75 01/13/2025 CALLABLE 199,292 199,888
BANK OF NY MELLON CORP 3.850 04/26/2029 CALLABLE 197,672 193,190
BRISTOL-MYERS SQUIBB CO 2.950 3/15/2032 110122-DU-9 307,752 304,773
CHEVRON CORP 2.236 05/11/2030 CALLABLE 179,934 176,150
CISCO SYSTEMS INC 354,400 351,257
COMCAST CORP 3.950 10/15/2025 20030N-CS-8 203,372 198,960
CUMMINS INC 289,167 292,919
ENTERPRISE PRODUCTS OPERATING LLC 2.800 01/31/2030 29379V-BX-0 308,199 316,407
EXXON MOBIL CORP 2.275 8/16/2026 30231G-BD-3 337,481 338,387
META PLAFORMS INC 3.850 08/15/2032 330,575 325,269
HOME DEPOT INC 2.000 9/14/2027 437076-BT-8 338,341 335,356
JP MORGAN CHASE 2.95 10/01/2026 CALLABLE 195,948 194,860
ELI LILLY 4.700 02/27/2033 308,650 313,635
MASTERCARD INC 4.850 03/09/2033 354,200 347,004
MERCK & CO INC 1.700 06/10/2027 199,172 187,512
NORTHERN TRUST CORP 1.950 05/01/2030 CALLABLE 178,322 172,690
ORACLE CORP 3.250 11/15/2027 CALLABLE 08/15/2027 200,744 192,292
PNC FINANCIAL SERVICES 205,614 189,256
PEPSICO INC 1.950 10/21/2031 295,060 291,063
SALESFORCE.COM INC 3.7 04/11/2028 79466L-AF-1 214,918 194,762
CHARLES SCHWAB CORP 3.450 02/13/2026 200,126 197,064
STATE STREET CORP 3.55 08/18/2025 857477-AT-0 201,102 198,792
TORONTO DOMINION BANK 2.800 03/10/2027 194,200 191,840
US BANCORP 2.375 07/22/2026 CALLABLE 199,766 193,336
WALMART INC 3.700 06/26/2028 931142-EE-9 343,924 337,089
VANGUARD SHORT-TERM INVESTMENT GRADE ADMIRAL SHARES 922031-83-6 4,362,608 4,329,349

TY 2024 InvestmentsCorpStockSchedule
Name:
GEORGE KRESS FOUNDATION INC
EIN:
39-6050768
Name of Stock End of Year Book Value End of Year Fair Market Value
SELECT SECTOR SPDR TR MATERIALS 81369Y-10-0 122,161 123,938
ALPHABET INC CL A COM 02079K-30-5 105,482 765,151
META PLATFORMS INC CL A COM 95,053 108,905
NETFLIX INC COM 97,584 135,480
COMM SERV SELECT SECTOR SPDR ETF 81369Y-85-2 67,204 125,369
AMAZON.COM INC COM 023135-10-6 39,538 534,873
LOWES COS INC COM 548661-10-7 38,652 141,663
MCDONALDS CORP COM 580135-10-1 72,735 108,129
TJX COMPANIES INC COM NEW 872540-10-9 68,156 122,018
MONDELEZ INTERNATIONAL INC COM 609207-10-5 90,879 136,244
PEPSICO INC COM 713448-10-8 97,459 105,377
PROCTER & GAMBLE CO COM 742718-10-9 56,053 128,252
WALMART INC COM 931142-10-3 104,879 199,402
EXXON MOBIL CORP COM 30231G-10-2 134,946 230,630
PHILLIPS 66 COM 42,616 73,029
WOODSIDE ENERGY GROUP LTD 980228-30-8 83,225 50,481
ALLSTATE CORP COM 020002-10-1 28,187 115,481
AMERIPRISE FINANCIAL INC COM 03076C-10-6 57,813 169,313
BANK OF AMERICA CORP COM 060505-10-4 64,872 92,734
BERKSHIRE HATHAWAY INC CL B COM 084670-70-2 57,459 172,700
DISCOVER FINANCIAL SERVICES COM 254709-10-8 45,628 137,371
FISERV INC COM 148,052 296,010
JPMORGAN CHASE & CO COM 46625H-10-0 61,265 263,681
MASTERCARD INC CL A COM 12,626 117,425
SCHWAB CHARLES CORP COM 808513-10-5 94,091 127,223
MEDTRONIC PLC G5960L-10-3 77,988 71,093
ABBOTT LABS COM 002824-10-0 68,559 80,308
BOSTON SCIENTIFIC CORP COM 101137-10-7 63,948 186,321
BRISTOL-MYERS SQUIBB CO COM 110122-10-8 36,137 31,617
CIGNA CORP COM 125523-10-0 67,410 103,552
CVS HEALTH CORP COM 126650-10-0 64,275 36,944
IQVIA HOLDINGS INC COM 46266C-10-5 107,860 143,059
LILLY ELI & CO COM 532457-10-8 124,119 161,348
MERCK & CO INC NEW COM 58933Y-10-5 73,117 94,804
SPDR S&P BIOTECH ETF 78464A-87-0 162,024 163,099
STRYKER CORP COM 74,894 78,131
THERMO FISHER SCIENTIFIC INC 883556-10-2 109,241 144,104
APPLE INC COM 037833-10-0 63,819 688,154
LAM RESEARCH CORP COM 512807-10-8 74,152 371,334
MICROSOFT CORP COM 594918-10-4 65,160 745,212
NVIDIA CORP COM 67066G-10-4 130,481 933,450
SERVICENOW INC COM 81762P-10-2 135,132 719,821
EATON CORP PLC ORD G29183-10-3 87,069 180,869
CUMMINS INC COM 116,448 168,722
NORTHROP GRUMMAN CORP COM 666807-10-2 88,307 127,178
PAYCOM SOFTWARE INC COM 100,862 125,032
RTX CORP COM 118,925 150,320
UNION PAC CORP COM 907818-10-8 48,783 110,371
SELECT SECTOR SPDR TR UTILITIES 81369Y-88-6 232,612 244,251
VANGUARD REAL ESTATE ETF 922908-55-3 179,484 194,283
INVESCO DEVELOPING MARKETS FUND - R6 154,623 155,476
AMERICAN BEACON SMALL CAP VALUE FUND - R5 395,735 426,722
BAIRD MIDCAP FUND-INST 057071-81-3 598,575 788,555
AM FUNDS EUROPACIFIC GROWTH FUND F-3 135,910 156,736
VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6 681,071 773,970
WASATCH SMALL CAP GROWTH FUND - INST 936793-67-8 403,104 529,205

TY 2024 InvestmentsGovtObligationsSch
Name:
GEORGE KRESS FOUNDATION INC
EIN:
39-6050768
US Government Securities - End of Year Book Value:

1,569,265
US Government Securities - End of Year Fair Market Value:

1,553,208
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 OtherDecreasesSchedule
Name:
GEORGE KRESS FOUNDATION INC
EIN:
39-6050768
Description Amount
BROKER ADJUSTMENTS TO BASIS 2,167


TY 2024 OtherExpensesSchedule
Name:
GEORGE KRESS FOUNDATION INC
EIN:
39-6050768
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 48 0   48


TY 2024 OtherProfessionalFeesSchedule
Name:
GEORGE KRESS FOUNDATION INC
EIN:
39-6050768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 101,441 101,441   0


TY 2024 TaxesSchedule
Name:
GEORGE KRESS FOUNDATION INC
EIN:
39-6050768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,222 2,222   0
EXCISE TAX 12,000 0   0