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
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 425
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STURGEON BAY, WI542350425
A Employer identification number

20-2058965
B Telephone number (see instructions)

(262) 501-8633
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$17,724,908J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 99,014 99,014  
4 Dividends and interest from securities... 186,501 186,501  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,723,651
b Gross sales price for all assets on line 6a 6,841,908
7 Capital gain net income (from Part IV, line 2)... 1,723,651
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
180,234 23,510  
12 Total. Add lines 1 through 11........ 2,189,400 2,032,676  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,000 12,000   36,000
14 Other employee salaries and wages...... 48,000 12,000   36,000
15 Pension plans, employee benefits....... 7,344 1,836   5,508
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,155 0   1,155
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,187 11,094   11,093
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
217,080 217,080   0
17 Interest............... 78 78   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
53,981 28,949   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
78,375 72,343   2,131
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 476,200 355,380   91,887
25 Contributions, gifts, grants paid....... 2,119,125 2,119,125
26 Total expenses and disbursements. Add lines 24 and 25 2,595,325 355,380   2,211,012
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -405,925
b Net investment income (if negative, enter -0-) 1,677,296
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.............      
2 Savings and temporary cash investments......... 232,286 459,477 459,477
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,155,019 Click to see attachment
List of Attached Documents:
// Content
1,685,535 		2,366,373
c Investments—corporate bonds (attach schedule)....... 3,780,000 Click to see attachment
List of Attached Documents:
// Content
3,965,000 		4,404,764
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).......... 7,365,709 Click to see attachment
List of Attached Documents:
// Content
8,017,077 		10,494,294
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) 14,533,014 14,127,089 17,724,908
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,533,014 14,127,089
29 Total net assets or fund balances (see instructions)..... 14,533,014 14,127,089
30 Total liabilities and net assets/fund balances (see instructions). 14,533,014 14,127,089
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
14,533,014
2
Enter amount from Part I, line 27a .....................
2
-405,925
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,127,089
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,127,089
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 - PWM      
b PUBLICLY TRADED SECURITIES - PUT WRITING      
c PUBLICLY TRADED SECURITIES - CAPITAL GP      
d PUBLICLY TRADED SECURITIES - JENNISON      
e PUBLICLY TRADED SECURITIES - VAUGHN NELSON      
PUBLICLY TRADED SECURITIES - DIAMOND HILL      
CAPITAL GAIN DIVIDENDS      
LITIGATION RECOVERY GAINS P    
FROM PASSTHROUGH - MOUNT KELLET P    
FROM PASSTHROUGH - WELLINGTON P    
FROM PASSTHROUGH - DYNAMIC OFFSHORE P    
FROM PASSTHROUGH - WEST STREET 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 2,601,911   2,056,793 545,118
b 109,842     109,842
c 628,323   474,129 154,194
d 1,057,833   769,858 287,975
e 1,199,029   1,079,310 119,719
817,852   674,864 142,988
44     44
599     599
    32,901 -32,901
84,159     84,159
342,316     342,316
    30,402 -30,402
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       545,118
b       109,842
c       154,194
d       287,975
e       119,719
      142,988
      44
      599
      -32,901
      84,159
      342,316
      -30,402
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,723,651
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 23,314
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 23,314
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 23,314
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 12,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 432
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 8,454
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,454 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowCHRISTINE MILLER Telephone no.right arrow (262) 796-1177

Located atright arrowPO BOX 425STURGEON BAYWI ZIP+4right arrow542350425
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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)
Yes
 
(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
 
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
 
 
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
DUANE H BLUEMKE PRESIDENT
5.00 		0 0 0
P O BOX 425
STURGEON BAY,WI54235
DOROTHY M BLUEMKE VICE PRESIDENT
10.00 		0 0 0
P O BOX 425
STURGEON BAY,WI54235
CHRISTINE A MILLER DIRECTOR
15.00 		48,000 0 0
P O BOX 425
STURGEON BAY,WI54235
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
GOLDMAN SACHS & CO LLC INVESTMENT MANAGEMENT 141,605
200 WEST STREET
NEW YORK,NY10282
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
8,907,495
b
Average of monthly cash balances.......................
1b
459,515
c
Fair market value of all other assets (see instructions)................
1c
9,051,626
d
Total (add lines 1a, b, and c).........................
1d
18,418,636
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
18,418,636
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
276,280
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,142,356
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
907,118
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
907,118
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
23,314
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
23,769
c
Add lines 2a and 2b............................
2c
47,083
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
860,035
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
860,035
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
860,035
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
2,211,012
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
2,211,012
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 7 860,035
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...... 32,346
b From 2020...... 361,554
c From 2021...... 265,208
d From 2022...... 361,847
e From 2023...... 394,197
f Total of lines 3a through e ........ 1,415,152
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,211,012
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..... 860,035
e Remaining amount distributed out of corpus 1,350,977
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 2,766,129
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) ... 		32,346
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,733,783
10 Analysis of line 9:
a Excess from 2020.... 361,554
b Excess from 2021.... 265,208
c Excess from 2022.... 361,847
d Excess from 2023.... 394,197
e Excess from 2024.... 1,350,977
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).)
DUANE H BLUEMKE
DOROTHY M BLUEMKE
CHRISTINE A MILLER
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 e-mail address of the person to whom applications should be addressed:
SUSAN GETZEL
PO BOX 425
STURGEON BAY,WI542380425
(262) 796-1177
SUZANGETZEL@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
A PAPER COPY OF APPLICATION SHOULD BE SUBMITTED TO THE SUPPORT SERVICE MAIN OFFICE AT NATHAN HALE HIGH SCHOOL IN WEST ALLIS, WISCONSIN. THE SUPPORT SERVICE MAIN OFFICE THEN MAILS ALL THE APPLICATIONS TO THE FOUNDATION'S PO BOX. THE APPLICATION REQUESTS INFORMATION REGARDING COLLEGES APPLIED TO, ACT AND SAT TEST SCORES, HIGH SCHOOL PARTICIPATION IN EXTRA-CURRICULAR ACTIVITIES, COMMUNITY INVOLVEMENT, AND AWARDS. AN OFFICIAL HIGH SCHOOL TRANSCRIPT AND STUDENT ESSAY MUST BE ATTACHED TO THE APPLICATION.
cAny submission deadlines:
APPLICATIONS ARE DUE BY THE FIRST MONDAY IN APRIL EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE STUDENT MUST BE ACCEPTED AND ENROLLED IN A 4-YEAR UNIVERSITY OF WISCONSIN CAMPUS FOR THE FALL SEMESTER FOLLOWING HIGH SCHOOL GRADUATION FROM NATHAN HALE HIGH SCHOOL AND ELECT A SCIENCE, TECHNOLOGY, ENGINEERING OR MATHEMATICS MAJOR WHICH WILL LEAD TO A BACHELOR OF SCIENCE IN 4 YEARS PROVIDING A CUMULATIVE 3.0 GPA IS MAINTAINED EACH SEMESTER.
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

AGNES TABLE & COMMUNITY CENTER INC

26 WEST GRAND AVE
CHIPPEWA FALLS,WI54729 		N/A PC FOR GENERAL OPERATIONS 2,000

AMERICAN RED CROSS

2600 WEST WISCONSIN AVE
MILWAUKEE,WI53233 		N/A PC FOR DISASTER RELIEF 55,000

AMERICANS FOR PROSPERITY FOUNDATION

1126 S 70TH ST S410
MILWAUKEE,WI53214 		N/A PC FOR EDUCATION ON PUBLIC POLICY 5,000

AOPA FOUNDATION INC

421 AVIATION WAY
FREDRICK,MD21701 		N/A PC FOR AVIATION SAFETY PROGRAMS 2,500

BADGER BOYS STATE INC

2930 AMERICAN LEGION DR
PORTAGE,WI53901 		N/A PC FOR EDUCATION ON CIVIC PROCESSES 1,000

BADGER INSTITUTE INC

700 W VIRGINIA ST
MILWAUKEE,WI53204 		N/A PC FOR PUBLIC POLICY RESEARCH 3,000

BIG BROTHERS BIG SISTERS OF MILW

788 N JEFFERSON ST STE 6
MILWAUKEE,WI53202 		N/A PC FOR MENTORING SERVICES 2,500

BIG BROTHERS BIG SISTERS OF ST LUCIE INDIAN RIVER & OKEECHOBEE

1846 18TH AVE
VERO BEACH,FL32960 		N/A PC FOR MENTORING SERVICES 2,500

BLESSED SAVIOR LUTHERAN CHURCH

15250 W CLEVELAND AVE
NEW BERLIN,WI53151 		N/A PC FOR GENERAL OPERATIONS 20,000

BONE HEALTH AND OSTEOPOROSIS FOUNDATION

251 18TH ST S 630
ARLINGTON,VA22202 		N/A PC FOR GENERAL OPERATIONS 5,000

BOYS & GIRLS CLUB OF CHICAGO

2102 W MONROE ST
CHICAGO,IL60612 		N/A PC FOR MENTORING SERVICES 1,000

BROOM TREE MINISTRIES

PO BOX 180681
DELAFIELD,WI53018 		N/A PC FOR GENERAL OPERATIONS 30,000

CAMP HAVEN MINISTRIES

3256 US HWY 1
VERO BEACH,FL32960 		N/A PC FOR ASSISTANCE TO HOMELESS INDIVIDUALS 2,000

CAPITAL RESEARCH CENTER

1513 16TH STREET NW
WASHINGTON,DC20036 		N/A PC FOR PUBLIC POLICY RESEARCH 3,000

CHILDREN'S DYSLEXIA CENTERS INC (CDC-M)

33 MARRETT ROAD
LEXINGTON,MA02421 		N/A PC FOR TREATMENT OF LEARNING DISABILITIES IN CHILDREN 1,000

CHILDREN'S HOSPITAL WISCONSIN FOUNDATION

PO BOX 1997
MILWAUKEE,WI532011997 		N/A PC FOR ASSISTANCE TO ILL CHILDREN 55,000

CHRISTMAS CLEARING COUNCIL OF WAUKESHA

500 RIVERVIEW AVE
WAUKESHA,WI53188 		N/A PC FOR GENERAL OPERATIONS 500

COA YOUTH & FAMILY CENTERS

909 E NORTH AVE
MILWAUKEE,WI53212 		N/A PC FOR GENERAL OPERATIONS 2,500

CONCORDIA UNIVERSITY FOUNDATION

12800 N LAKE SHORE DR
MEQUON,WI53097 		N/A PC FOR STUDENT DEVELOPMENT 10,000

CROHN'S COLITIS FOUNDATION OF AMERICA

733 THIRD AVE STE 510
NEW YORK,NY10017 		N/A PC FOR RESEARCH 3,000

DOXOLOGY

3415 TALL OAKS DR
BROOKFIELD,WI53045 		N/A PC FOR STABILITY OF MINISTRY 30,000

ECONOMIC OPPORTUNITY COUNCIL OF IRC

2455 ST LUCIE AVE
VERO BEACH,FL32960 		N/A PC FOR GENERAL OPERATIONS 2,000

ERAS SENIOR NETWORK

210 NW BARSTOW ST 101
WAUKESHA,WI53188 		N/A PC FOR FAITH IN ACTION PROGRAM 3,000

FEED OUR RURAL KIDS INC

4887 ECHO RIDGE DR
EAGLE RIVER,WI54521 		N/A PC FOR ASSISTANCE TO HUNGRY CHILDREN 2,000

FEEDING AMERICA EASTERN WI

1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		N/A PC FOR ASSISTANCE TO HUNGRY FAMILIES 7,500

FIRST IMMANUEL LUTHERAN CHURCH

W67N622 EVERGREEN BLVD
CEDARBURG,WI53012 		N/A PC FOR SUSTAINABILITY OF THE MINISTRY 5,000

HAITI PARTNERS

PO BOX 2865
VERO BEACH,FL32961 		N/A PC FOR EDUCATIONAL PROGRAMS 50,000

HEBRON HOUSE SERVICES

111 E MAIN ST
WAUKESHA,WI53186 		N/A PC FOR ASSISTANCE TO INDIGENT FAMILIES 4,000

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI49242 		N/A PC FOR EDUCATION 1,000

HOPE CENTER

502 N EAST AVE
WAUKESHA,WI53186 		N/A PC FOR ASSISTANCE TO INDIGENT FAMILIES 7,500

JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY

10 E DOTY ST STE 800
MADISON,WI53703 		N/A PC FOR EDUCATION ON PUBLIC POLICY 3,000

LUTHERAN COUNSELING & FAMILY SERVICES OF WI

3800 N MAYFAIR RD
WAUWATOSA,WI53222 		N/A PC FOR SUSTAINABILITY OF MINISTRY 25,000

LUTHERAN HOME FOUNDATION

7500 W NORTH AVE
WAUWATOSA,WI53213 		N/A PC FOR ASSISTING THE ELDERLY 100,000

LUTHERAN HOMES OF OCONOMOWOC INC

PO BOX 208
OCONOMOWOC,WI53066 		N/A PC FOR ASSISTING THE ELDERLY 100,000

LUTHERAN WOMEN'S MISSIONARY LEAGUE

801 SEMINARY PL STE L010
SAINT LOUIS,MO63105 		N/A PC FOR GENERAL OPERATIONS 5,000

MARGIES SMILE INC

6480 WEST RIVER POINTE DR
FRANKLIN,WI53132 		N/A PC FOR MAINTAINING GARDEN 10,000

MARQUETTE UNIVERSITY

PO BOX 1881
MILWAUKEE,WI53201 		N/A PC FOR EDUCATION PROGRAMS 10,000

MEDICAL COLLEGE OF WI

8701 WATERTOWN PLANK RD
MILWAUKEE,WI53226 		N/A PC FOR MEDICAL RESEARCH, EDUCATION 10,000

MERCY CHEFS INC

711 WASHINGTON ST
PORTSMOUTH,VA23704 		N/A PC FOR PROVIDING FOOD DURING DISASTERS 5,000

MILWAUKEE RESCUE MISSION

830 N 19TH ST
MILWAUKEE,WI53233 		N/A PC FOR ASSISTANCE TO INDIGENT FAMILIES 25,000

OZAUKEE CHRISTIAN SCHOOL INC

1214 HIGHWAY 33
WEST BEND,WI53095 		N/A PC FOR EDUCATION 2,500

PARKINSON'S DISEASE FOUNDATION

1359 BROADWAY STE 1509
NEW YORK,NY10018 		N/A PC FOR PARKINSON'S RESEARCH 5,000

PROVIDENCE ACADEMY

15100 SCHMID LAKE RD
PLYMOUTH,MN55446 		N/A PC FOR EDUCATION 2,000

RED CROSS - SOUTH FL REGION

1250 NORTHPOINT PARKWAY
WEST PALM BEACH,FL33407 		N/A PC FOR ASSISTANCE TO STORM VICTIMS 25,000

ROGERS MEMORIAL HOSPITAL FOUNDATION

34700 VALLEY RD
OCONOMOWOC,WI53066 		N/A PC FOR MEDICAL RESEARCH 35,000

RONALD MCDONALD HOUSE CHARITIES

8948 WATERTOWN PLANK RD
MILWAUKEE,WI53226 		N/A PC FOR ASSISTANCE TO ILL CHILDREN 5,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		N/A PC FOR GENERAL OPERATIONS 25,000

SOUTHERN LAKES AREA LOVE INC

480 S PINE ST
BURLINGTON,WI53105 		N/A PC FOR GENERAL OPERATIONS 1,000

THE HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		N/A PC FOR GENERAL OPERATIONS 2,000

TREASURE COAST CRIME STOPPERS

6200 20TH ST STE 860
VERO BEACH,FL32966 		N/A PC FOR GENERAL OPERATIONS 500

TURNING POINT USA

756 N MAIN ST
CROWN POINT,IN46307 		N/A PC FOR EDUCATION ON FISCAL RESPONSIBILITIES AND CAPITALISM 2,000

UNITED AGAINST POVERTY

2050 40TH AVE STE 9
VERO BEACH,FL32960 		N/A PC FOR ASSISTANCE TO HUNGRY FAMILIES 5,000

UNITED WAY OF INDIAN RIVER COUNTY

1836 14TH AVE
VERO BEACH,FL32961 		N/A PC FOR HEALTH AND HUMAN SERVICE PROGRAM 10,000

UNITED WAY OF MILWAUKEE & WAUKESHA COUNTY

225 WEST VINE ST
MILWAUKEE,WI53212 		N/A PC FOR HEALTH AND HUMAN SERVICE PROGRAM 30,000

UNIVERSITY OF WI MADISON - EVAN ODYA

333 E CAMPUS MALL
MADISON,WI53715 		NONE I STEM SCHOLAR - EVAN ODYA 7,536

UNIVERSITY OF WI MADISON - NICHOLAS BURGESS

333 E CAMPUS MALL
MADISON,WI53715 		NONE I STEM SCHOLAR - NICHOLAS BURGESS 6,086

UNIVERSITY OF WI MADISON - SPENCER LARSON

333 E CAMPUS MALL
MADISON,WI53715 		NONE I STEM SCHOLAR - SPENCER LARSON 11,404

UNIVERSITY OF WI PLATTEVILLE - RYAN BERGMAN

1 UNIVERSITY PLAZA
PLATTEVILLE,WI53818 		NONE I STEM SCHOLAR - RYAN BERGMAN 9,980

UNIVERSITY OF WI STEVENS POINT - RYAN SCHEUER

1108 FREMONT ST RM 003
STEVENS POINT,WI54481 		NONE I STEM SCHOLAR - RYAN SCHEUER 10,619

UNIVERSITY OF WISCONSIN FOUNDATION

1848 UNIVERSITY AVE
MADISON,WI53726 		N/A PC FOR EDUCATION 1,300,000

WISCONSIN INSTITUTE FOR LAW & LIBERTY

1139 E KNAPP ST
MILWAUKEE,WI53202 		N/A PC FOR EDUCATION ON PUBLIC POLICY 2,000

YOUNG AMERICA'S FOUNDATION

11480 COMMERCE PARK DR 600
RESTON,VA20191 		N/A PC FOR PROMOTION OF TRADITIONAL VALUES 10,000
Total .................................right arrow 3a 2,119,125
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 ........... 		    14 99,014  
4 Dividends and interest from securities ....     14 186,501  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,723,651  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNONTAXABLE DISTRIBUTIONS 		    18 288  
bDTS OPPORTUNITIES ACCESS OFFSHORE LP - UBTI 525990 74,434      
cREDBIRD CAPITAL PARTNERS IV 525990 -267      
dPRIVATE EQUITY MANAGERS 2020 OFFSHORE 525990 15,729      
eVINTAGE VIII OFFSHORE 525990 68,671      
fWEST STREET CAPITAL PARTNERS - NON UBTI     18 1,424  
gPRIVATE EQUITY MANAGERS - SECTION 988 CURRENCY LOSS     18 -1,943  
hWEST STREET CAPITAL PARTNERS - SECTION 988 CURRENCY GAIN     18 22,758  
iVINTAGE IX B OFFSHORE - SECTION 988 CURRENCY GAIN     18 1,129  
jGS CAPITAL GROUP - OTHER INVESTMENT INCOME     18 142  
kREDBIRD SERIES 2019 ACCESS OFFSHORE LP 525990 4,106      
lVINTAGE REAL ESTATE PARTNERS III 525990 -6,237      
12 Subtotal. Add columns (b), (d), and (e) .. 156,436 2,032,964 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,189,400
(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

TY 2024 AccountingFeesSchedule
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 22,187 11,094   11,093

TY 2024 InvestmentsCorpBondsSchedule
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Name of Bond End of Year Book Value End of Year Fair Market Value
CANADIAN IMPERIAL BANK OF COMM 500,000 597,986
ROYAL BANK OF CANADA 300,000 349,470
THE BANK OF NOVA SCOTIA 445,000 517,971
THE BANK OF NOVA SCOTIA 390,000 423,665
JP MORGAN CHASE & CO 390,000 425,217
THE BANK OF NOVA SCOTIA 350,000 335,909
CANADIAN IMPERIAL BANK OF COMM 350,000 337,566
JP MORGAN CHASE & CO 100,000 121,550
JP MORGAN CHASE & CO 500,000 593,350
JP MORGAN CHASE & CO 340,000 414,290
ROYAL BANK OF CANADA 300,000 287,790

TY 2024 InvestmentsCorpStockSchedule
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Name of Stock End of Year Book Value End of Year Fair Market Value
13 SHS ADOBE INC 5,110 5,781
39 SHS ADVANCED MICRO DEVICES INC 2,676 4,711
58 SHS AIRBNB INC 7,930 7,622
72 SHS ALPHABET INC 2,780 13,630
72 SHS ALPHABET INC 8,129 13,712
303 SHS AMAZON.COM INC 35,767 66,475
21 SHS ANALOG DEVICES INC 4,273 4,462
210 SHS APPLE INC 34,129 52,588
9 SHS APPLOVIN CORPORATION 2,884 2,914
59 SHS BOEING COMPANY 11,259 10,443
181 SHS BROADCOM INC 10,261 41,963
44 SHS CADENCE DESGIN SYSTEMS INC 9,149 13,220
18 SHS COSTCO WHOLESALE CORPORATION 9,143 16,493
27 SHS CROWDSTRIKE HOLDINGS INC 4,596 9,238
50 SHS DATADOG INC 5,867 7,145
54 SHS DEXCOM INC 3,754 4,200
55 SHS EDWARDS LIFESCIENCES CORPORATION 4,109 4,072
26 SHS ELI LILLY & CO 7,629 20,072
45 SHS GE AEROSPACE 7,375 7,506
25 SHS HILTON WORLDWIDE HOLDINGS INC 5,289 6,179
16 SHS INTUITIVE SURGICAL INC 3,615 8,351
39 SHS KEYSIGHT TECHNOLOGIES INC 5,966 6,265
15 SHS MARRIOTT INTERNATIONAL INC 2,673 4,184
39 SHS MASTERCARD INCORPORATED 13,211 20,536
87 SHS META PLATFORMS INC 20,421 50,939
126 SHS MICROSOFT CORPORATION 34,402 53,109
16 SHS MOODYS CORPORATION 5,219 7,574
37 SHS NETFLIX INC 11,993 32,979
627 SHS NVIDIA CORPORATION 11,101 84,200
8 SHS OREILLY AUTOMOTIVE INC 7,531 9,486
30 SHS PALO ALTO NETWORKS INC 4,489 5,459
29 SHS SALESFORCE INC 7,308 9,696
13 SHS SERVICENOW INC 5,975 13,781
44 SHS SNOWFLAKE INC 7,658 6,794
63 SHS TESLA INC 18,034 25,442
17 SHS THE PROGRESSIVE CORPORATION 3,566 4,073
42 SHS TJX COMPANIES INC 2,539 5,074
74 SHS TRADE DESK INC 4,968 8,697
157 SHS UBER TECHNOLOGIES INC 4,151 9,470
28 SHS VERTEX PHARMACEUTICALS INCORP 7,980 11,276
52 SHS VERTIV HOLDINGS LLC 5,603 5,908
55 SHS VISA INC 8,694 17,382
146 SHS WALMART INC 11,604 13,191
117 SHS WALT DISNEY COMPANY 13,334 13,028
21 SHS THE HOME DEPOT INC 6,150 8,169
32 SHS ADIDAS AG ADR 4,267 3,923
114 SHS ASTRAZENECA PLC 7,790 7,469
21 SHS EATON CORP PLC 6,636 6,970
9 SHS FLUTTER ENTERTAINMENT PUBLIC L 2,412 2,326
120 SHS INDUSTRIA DE DISENO TEXTIL, S ADR 3,567 3,084
8 SHS MERCADOLIBRE INC 7,718 13,603
117 SHS NOVO-NORDISK AS 6,336 10,064
14 SHS SPOTIFY TECHNOLOGY S.A. 6,459 6,263
251 SHS ALPHABET INC 14,053 47,514
280 SHS AMAZON.COM INC 31,031 61,429
74 SHS BECTON DICKINSON AND COMPANY 17,515 16,788
20 SHS BERKSHIRE HATHAWAY INC 8,352 9,066
7 SHS COCA-COLA CONSOLIDATED INC 7,812 8,820
65 SHS COMFORT SYSTEMS USA INC 19,908 27,564
503 SHS CORTEVA INC 28,707 28,651
106 SHS DANAHER CORPORATION 23,305 24,332
172 SHS DOORDASH INC 19,130 28,853
234 SHS EXPAND ENGERGY CORP 22,966 23,295
258 SHS INTERCONTINENTAL EXCHANGE INC 19,460 38,445
43 SHS INTUIT INC 26,100 27,026
142 SHS JPMORGAN CHASE & CO 20,604 34,039
3,146 SHS KOSMOS ENERGY LTD 21,959 10,759
54 SHS META PLATFORMS INC 31,589 31,618
148 SHS MICROSOFT CORPORATION 39,702 62,382
59 SHS MONOLITHIC POWER SYSTEMS INC 29,339 34,910
493 SHS NVIDIA CORPORATION 5,839 66,205
25 SHS OREILLY AUTOMOTIVE INC 23,321 29,645
275 SHS ON SEMICONDUCTOR CORPORATION 20,609 17,339
71 SHS SAIA INC 16,491 32,357
35 SHS SERVICENOW INC 26,535 37,104
49 SHS SHERWIN-WILLIAMS CO 10,070 16,656
52 SHS TOPBUILD CORP 21,143 16,190
368 SHS WALT DISNEY COMPANY 34,361 40,977
209 SHS ZOETIS INC 37,868 34,052
1,322 SHS AGNC INVESTMENT CORP 12,983 12,176
80 SHS EATON CORP PLC 26,403 26,549
233 SHS TAIWAN SEMICONDUCTOR MFG ADS LTD 45,770 46,015
238 SHS ABBOTT LABORATORIES 26,169 26,920
42 SHS ABBVIE INC 6,383 7,463
27 SHS ALLSTATE CORPORATION 2,775 5,205
68 SHS AMAZON.COM INC 8,394 14,919
462 SHS AMERICAN INTL GROUP INC 27,563 33,634
598 SHS BANK OF AMERICA CORP 21,692 26,282
67 SHS BECTON DICKINSON AND COMPANY 16,304 15,200
59 SHS BERKSHIRE HATHAWAY INC 22,846 26,743
63 SHS BUILDERS FIRSTSOURCE INC 9,837 9,005
222 SHS CARMAX INC 13,631 18,151
37 SHS CATERPILLAR INC 7,943 13,422
152 SHS COLGATE-PALMOLIVE CO 14,149 13,818
284 SHS CONOCOPHILLIPS 30,153 28,164
31 SHS DEERE & COMPANY 11,791 13,135
101 SHS DIAMONDBACK ENERGY INC 15,727 16,547
167 SHS DOMINION ENERGY INC 8,155 8,995
67 SHS FERGUSON ENTERPRISES INC 9,506 11,629
261 SHS FREEPORT-MCMORAN INC 10,169 9,939
422 SHS GENERAL MOTORS COMPANY 15,443 22,480
97 SHS HARTFORD FINANCIAL SRVCS GROUP 6,945 10,612
46 SHS HCA HEALTHCARE INC 8,065 13,807
153 SHS INTERNATIONAL PAPER CO 5,965 8,234
708 SHS KEYCORP 9,952 12,135
50 SHS L3HARRIS TECHNOLOGIES INC 12,118 10,514
64 SHS LABCORP HOLDINGS INC 13,433 14,676
33 SHS LULULEMON ATHLETICA INC 8,880 12,620
18 SHS MARTIN MARIETTA MATERIALS INC 5,597 9,297
1 SHS NVR INC 4,445 8,179
168 SHS NASDAQ INC 8,584 12,988
11 SHS PARKER-HANNIFIN CORP 2,970 6,996
643 SHS PFIZER INC 20,542 17,059
75 SHS REGAL REXNORD CORP 8,954 11,635
206 SHS SS&C TECHNOLOGIES HOLDINGS INC 12,464 15,611
119 SHS STARBUCKS CORP 9,631 10,859
256 SHS SYSCO CORPORATION 20,173 19,574
98 TARGET CORPORATION 12,401 13,248
125 SHS TEXAS INSTRUMENTS INC 19,905 23,439
70 SHS UNION PACIFIC CORP 15,210 15,963
38 SHS VISA INC 6,007 12,010
75 SHS WASTE MANAGEMENT INC 6,887 15,134
125 SHS WELLS FARGO & CO 4,890 8,780
22 SHS THE HOME DEPOT INC 6,481 8,558
77 SHS EXTRA SPACE STORAGE INC 9,944 11,519
63 SHS SBA COMMUNICATIONS CORPORATION 12,979 12,839
21 SHS ACCENTURE PLC 7,091 7,388
47 SHS AON PUBLIC LIMITED COMPANY 16,221 16,880
153 SHS MEDTRONIC PUBLIC LIMITED COMPANY 11,767 12,221

TY 2024 InvestmentsOtherSchedule2
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
REDBIRD SERIES 2019 ACCESS OFFSHORE LP AT COST 708,821 963,530
DST OPPORTUNITIES ACCESS OFFSHORE LP AT COST 110,107 275,987
VINTAGE VIII OFFSHORE SCSP AT COST 861,838 1,601,797
VINTAGE IX B OFFSHORE SCSP AT COST 352,671 529,764
PRIVATE EQUITY MANAGERS (2020) OFFSHORE LP AT COST 1,113,871 1,423,807
MOUNT KELLETT CAPITAL PARTNERS ACCESS AT COST 0 3,089
WEST STREET CAPITAL PARTNERS VIII - PARALLEL LP AT COST 699,820 833,029
REDBIRD CAPITAL PARTNERS IV AC AT COST 647,073 715,825
AEA INVESTORS III ACCESS OFFS AT COST 161,463 139,710
VINTAGE REAL ESTATE PARTERS III OFFSHORE AT COST 50,581 57,146
63,504 SHS GS SHORT TERM CONSERVATIVE INCOME FD AT COST 634,568 640,756
3,771 SHS DYNAMIC EQUITY MANAGERS PORTFOLIO 2 OFFSHORE LP AT COST 1,820,226 2,373,998
4,011 SHS WELLINGTON: NON-US EQUITY OFFSHORE AT COST 856,038 935,856

TY 2024 LegalFeesSchedule
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,155 0   1,155


TY 2024 OtherExpensesSchedule
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE EXPENSES 71,421 71,279   0
OTHER FEES 469 469   0
PAYROLL FEES 1,975 494   1,481
POSTAGE 348 0   348
WORKERS COMP INSURANCE 403 101   302
PENALTIES 3,759 0   0


TY 2024 OtherIncomeSchedule2
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONTAXABLE DISTRIBUTIONS 288   288
DTS OPPORTUNITIES ACCESS OFFSHORE LP - UBTI 74,434   74,434
REDBIRD CAPITAL PARTNERS IV -267   -267
PRIVATE EQUITY MANAGERS 2020 OFFSHORE 15,729   15,729
VINTAGE VIII OFFSHORE 68,671   68,671
WEST STREET CAPITAL PARTNERS - NON UBTI 1,424 1,424 1,424
PRIVATE EQUITY MANAGERS - SECTION 988 CURRENCY LOSS -1,943 -1,943 -1,943
WEST STREET CAPITAL PARTNERS - SECTION 988 CURRENCY GAIN 22,758 22,758 22,758
VINTAGE IX B OFFSHORE - SECTION 988 CURRENCY GAIN 1,129 1,129 1,129
GS CAPITAL GROUP - OTHER INVESTMENT INCOME 142 142 142
REDBIRD SERIES 2019 ACCESS OFFSHORE LP 4,106   4,106
VINTAGE REAL ESTATE PARTNERS III -6,237   -6,237


TY 2024 OtherProfessionalFeesSchedule
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 217,080 217,080   0


TY 2024 TaxesSchedule
Name:
DUANE & DOROTHY BLUEMKE FOUNDATION LTD
EIN:
20-2058965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 2,017 2,017   0
TN FRANCHISE TAX 258 258   0
PY WI TAX EXTENSION ON UBTI 18,925 18,925   0
PY 990-PF EXCISE TAX EXTENSION 19,594 0   0
CY FEDERAL ESTIMATED TAX ON UBTI 5,438 0   0
CY WI ESTIMATED TAX ON UBTI 7,749 7,749   0