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
RUTH ST JOHN & JOHN DUNHAM WEST
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)915 MEMORIAL DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANITOWOC, WI542202962
A Employer identification number

39-6056375
B Telephone number (see instructions)

(920) 684-6110
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$124,918,169J 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 1,130 1,130  
4 Dividends and interest from securities... 1,677,260 1,678,480  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,829,808
b Gross sales price for all assets on line 6a 37,928,059
7 Capital gain net income (from Part IV, line 2)... 12,829,808
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
10,303 10,303  
12 Total. Add lines 1 through 11........ 14,518,501 14,519,721  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 126,000 12,600   113,400
14 Other employee salaries and wages...... 333,943 6,889   327,054
15 Pension plans, employee benefits....... 66,063 517   65,547
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,851 2,585   23,266
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
361,695 1,009   30,055
19 Depreciation (attach schedule) and depletion... 73,734 1,624  
20 Occupancy.............. 20,915 789   20,126
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 2,253 225   2,028
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
620,434 492,168   128,266
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,630,888 518,406   709,742
25 Contributions, gifts, grants paid....... 4,775,836 4,838,720
26 Total expenses and disbursements. Add lines 24 and 25 6,406,724 518,406   5,548,462
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,111,777
b Net investment income (if negative, enter -0-) 14,001,315
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......... 839,102 1,131,661 1,131,661
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 104,660,844 Click to see attachment
List of Attached Documents:
// Content
122,401,707 		122,401,707
14 Land, buildings, and equipment: basis right arrow2,728,800
Less: accumulated depreciation (attach schedule) right arrow1,445,783 1,266,034 1,283,017 1,283,017
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
103,151 		Click to see attachment
List of Attached Documents:
// Content
101,784 		Click to see attachment
List of Attached Documents:
// Content
101,784
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 106,869,131 124,918,169 124,918,169
Liabilities 17 Accounts payable and accrued expenses.......... 3,123 13,180
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) Click to see attachment
List of Attached Documents:
// Content
490,616 		Click to see attachment
List of Attached Documents:
// Content
650,964
23 Total liabilities (add lines 17 through 22)......... 493,739 664,144
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........... 106,375,392 124,254,025
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 106,375,392 124,254,025
30 Total liabilities and net assets/fund balances (see instructions). 106,869,131 124,918,169
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
106,375,392
2
Enter amount from Part I, line 27a .....................
2
8,111,777
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,766,856
4
Add lines 1, 2, and 3 ..........................
4
124,254,025
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
124,254,025
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 AINTREE CAPITAL INVESTMENTS P   2024-12-31
b AINTREE CAPITAL INVESTMENTS P   2024-12-31
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 5,968,589   5,179,608 788,981
b 31,959,470   19,918,643 12,040,827
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       788,981
b       12,040,827
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 12,829,808
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) 1 194,618
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........................... 3 194,618
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- ..... 5 194,618
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 170,283
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 170,283
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 24,335
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 arrowWWW.WESTFOUNDATION.US
14
The books are in care ofright arrowMS PHYLLIS SCHIPPERS Telephone no.right arrow (920) 684-6110

Located atright arrow915 MEMORIAL DRIVEMANITOWOCWI ZIP+4right arrow54220
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PHYLLIS SCHIPPERS PRESIDENT, CHAIRMAN OF THE BOARD
30.00 		70,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
JOHN JAGEMANN VICE PRESIDENT, VICE CHAIRMAN
6.00 		14,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
BERNADINE ZIMMER TREASURER
6.00 		14,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
AMY MOLEPSKE SECRETARY
6.00 		14,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
THOMAS J BARE PAST PRESIDENT
3.00 		14,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 WEST OF THE LAKE GARDENS WAS ESTABLISHED BY JOHN AND RUTH WEST AS THEIR PRIVATE RESIDENCE IN 1934. OVER THE NEXT FIFTY YEARS MRS. WEST DEVELOPED THE ESTATE'S SIX ACRES TO INCLUDE NUMEROUS DISPLAY GARDENS AND MANICURED LAWNS. THE GARDENS RECEIVED NATIONAL ACCLAIM IN THE 1950S AND 1960S. BEGINNING IN 1957 THE GARDENS WERE OPENED TO THE PUBLIC EACH SUMMER AND INCLUDED AN ANNUAL GARDEN WALK AND GARDEN TEA, WHICH IS NO LONGER DONE. CURRENTLY WEST OF THE LAKE GARDENS IS OPEN DAILY FROM MID-MAY (WEATHER PERMITTING) UNTIL THE AREA'S FIRST FROST. LIMITED PARKING IS AVAILABLE ON THE GROUNDS. ACCORDING TO RUTH WEST'S WISHES, THE GARDENS REMAIN OPEN FREE OF CHARGE.THE PROPERTY ALSO INCLUDES FOUR GREENHOUSES, CONSTRUCTED BETWEEN 1950 AND 1991, AN EQUIPMENT GARAGE AND MULTI-PURPOSE BUILDING. VISITOR RESTROOMS WERE ADDED IN A CONVERTED GARAGE IN 2006. THE GARDENS ARE STAFFED BY THREE FULL-TIME GARDENERS AND PART-TIME SEASONAL HELP. 517,755
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
115,513,136
b
Average of monthly cash balances.......................
1b
2,386,915
c
Fair market value of all other assets (see instructions)................
1c
92,026
d
Total (add lines 1a, b, and c).........................
1d
117,992,077
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
117,992,077
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,769,881
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
116,222,196
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,811,110
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
5,811,110
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
194,618
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
194,618
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,616,492
4
Recoveries of amounts treated as qualifying distributions................
4
62,884
5
Add lines 3 and 4............................
5
5,679,376
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
5,679,376
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
5,548,462
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
89,380
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
5,637,842
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 5,679,376
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 48,000
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,637,842
a Applied to 2023, but not more than line 2a 48,000
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..... 5,589,842
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		89,534
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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 e-mail address of the person to whom applications should be addressed:
MS PHYLLIS SCHIPPERS
915 MEMORIAL DRIVE
MANITOWOC,WI54220
(920) 684-6110
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN NARRATIVE DESCRIBING ORGANIZATION AND ITS NEED FOR FUNDING.
cAny submission deadlines:
NONE - GRANTS ARE CONSIDERED MONTHLY AT BOARD MEETINGS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
QUALIFYING ORGANIZATIONS MAINLY IN MANITOWOC COUNTY, WI.
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

ABOVE AND BEYOND CHILDREN'S MUSEUM

902 N 8TH STREET
SHEBOYGAN,WI53081 		NONE   RESTRICTED 35,000

ALZHEIMER'S ASSOCIATION

4600 AMERICAN PARKWAY SITE 103
MADISON,WI54718 		NONE   RESTRICTED 2,000

AMERICAN HEART ASSOCIATION (HEART-A-RAMA)

1676 ATLANTA CIRCLE
MANITOWOC,WI54220 		NONE   RESTRICTED 2,500

ASCEND SERVICES INC

2818 MEADOW LANE
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

ASCEND SERVICES INC

2818 MEADOW LANE
MANITOWOC,WI54220 		NONE   RESTRICTED 150,000

ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED (ADD)

PO BOX 1302
TWO RIVERS,WI54221 		NONE   UNRESTRICTED 5,000

AURORA HEALTH FOUNDATION

5000 MEMORIAL DRIVE
TWO RIVERS,WI54241 		NONE   RESTRICTED 25,750

BIG BROTHERS BIG SISTERS WISCONSIN SHORELINE INC

205 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   UNRESTRICTED 10,000

BIG BROTHERS BIG SISTERS WISCONSIN SHORELINE INC

205 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

BIG BROTHERS BIG SISTERS WISCONSIN SHORELINE INC

205 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 65,090

BOYS AND GIRLS CLUBS OF THE FOX VALLEY - MANITOWOC CLUB

3651 DEWEY STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 15,000

BOYS AND GIRLS CLUBS OF THE FOX VALLEY - MANITOWOC CLUB

3651 DEWEY STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

BRILLION NATURE STUDY CENTER

W1135 DEERVIEW ROAD PO BOX 85
BRILLION,WI54110 		NONE   RESTRICTED 3,166

CAMP SINAWA

9113 SINAWA RD
VALDERS,WI54245 		NONE   UNRESTRICTED 5,000

CAPITOL CIVIC CENTRE

913 S 8TH STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

CAPITOL CIVIC CENTRE

913 S 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 21,000

CAPITOL CIVIC CENTRE

913 S 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 30,000

CASA OF EAST CENTRAL WISCONSIN

PO BOX 751
MANITOWOC,WI54221 		NONE   UNRESTRICTED 20,000

CASA OF EAST CENTRAL WISCONSIN

PO BOX 751
MANITOWOC,WI54221 		NONE   RESTRICTED 50,000

CITY OF KIEL POLICE DEPARTMENT

619 PAINE ST
KIEL,WI53042 		NONE   RESTRICTED 6,000

CITY OF MANITOWOC - FAMILY AQUATIC CENTER

900 QUAY ST
MANITOWOC,WI54220 		NONE   RESTRICTED 4,500

CITY OF MANITOWOC - K9 MEMORIAL PROJECT

PO BOX 751
MANITOWOC,WI54221 		NONE   RESTRICTED 5,000

CITY OF MANITOWOC K-9 FUND

PO BOX 751
MANITOWOC,WI54221 		NONE   RESTRICTED 5,000

CITY OF TWO RIVERS PARKS AND REC DEPARTMENT

1520 17TH ST PO BOX 87
TWO RIVERS,WI54241 		NONE   RESTRICTED 100,000

CORE TREATMENT SERVICES INC

PO BOX 1823
MANITOWOC,WI54220 		NONE   RESTRICTED 10,000

CORE TREATMENT SERVICES INC

PO BOX 1823
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

CROSSFIRE RANCH INC

2209 RIVERVIEW LANE
REEDSVILLE,WI54230 		NONE   UNRESTRICTED 5,000

CROSSFIRE RANCH INC

2209 RIVERVIEW LANE
REEDSVILLE,WI54230 		NONE   RESTRICTED 15,000

DEMENTIA INNOVATIONS INC

627 N 8TH STREET
SHEBOYGAN,WI53081 		NONE   RESTRICTED 250,000

DOMESTIC VIOLENCE CENTER DBA INCOURAGE

300 E REED AVE
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

ETERNAL FLAME AND VETERANS MEMORIAL FUND

PO BOX 10
MANITOWOC,WI542210010 		NONE   RESTRICTED 10,000

EXCEPTIONAL EQUESTRIANS

1130 ORLANDO DRIVE
DE PERE,WI54115 		NONE   RESTRICTED 100,000

FALL PREVENTION ALLIANCE OF NORTHEAST WI INC

3390 DAVIES AVE
GREEN BAY,WI54311 		NONE   RESTRICTED 5,107

FOUNDATIONS HELATH AND WHOLENESS ONBEHALF OF RAYS

1061 W MASON ST
GREEN BAY,WI54304 		NONE   RESTRICTED 15,000

FRANCISCAN CENTER INC AKA HOLY FAMILY CONSERVATORY OF MUSIC

6751 CALUMET AVENUE
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

FRANCISCAN CENTERFOR MUSIC

6751 CALUMET AVENUE
MANITOWOC,WI54220 		NONE   UNRESTRICTED 15,000

FRIENDS OF POINT BEACH INC

9400 COUNTY RD O 162
TWO RIVERS,WI54241 		NONE   RESTRICTED 18,000

GIRL SCOUTS OF MANITOU COUNCIL

5212 WINDWARD COURT
SHEBOYGAN,WI53083 		NONE   UNRESTRICTED 10,000

GIRL SCOUTS OF MANITOU COUNCIL

5212 WINDWARD COURT
SHEBOYGAN,WI53083 		NONE   RESTRICTED 30,000

GLACIAL LAKES CONSERVANCY

529 ONTARIO AVE
SHEBOYGAN,WI53081 		NONE   RESTRICTED 2,500

GLACIAL LAKES CONSERVANCY

529 ONTARIO AVE
SHEBOYGAN,WI53081 		NONE   RESTRICTED 3,264

GROW IT FORWARD INC

1501 MARSHALL ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

GROW IT FORWARD INC

1501 MARSHALL ST
MANITOWOC,WI54220 		NONE   RESTRICTED 22,719

GROW IT FORWARD INC

1501 MARSHALL ST
MANITOWOC,WI54220 		NONE   RESTRICTED 50,000

HAMILTON WOOD TYPE AND PRINTING MUSEUM

1816 10TH STREET
TWO RIVERS,WI54241 		NONE   UNRESTRICTED 15,000

HAMILTON WOOD TYPE AND PRINTING MUSEUM

1816 10TH STREET
TWO RIVERS,WI54241 		NONE   RESTRICTED 48,000

HAMILTON WOOD TYPE AND PRINTING MUSEUMSPIRIT OF THE RIVERS

1816 10TH STREET
TWO RIVERS,WI54241 		NONE   RESTRICTED 5,000

HMONG HEALTH AND COMMUNITY DEVELOPMENT INC

1308 WASHINGTON STREET SUITE 211
TWO RIVERS,WI54241 		NONE   RESTRICTED 30,000

HOLY FAMILY CONSERVATORY OF MUSIC

6751 CALUMET AVENUE
MANITOWOC,WI54220 		NONE   UNRESTRICTED 5,000

HOLY FAMILY CONSERVATORY OF MUSIC

6751 CALUMET AVENUE
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

HOPE HOUSE OF MANITOWOC COUNTY INC

1000 35TH ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

HOPE HOUSE OF MANITOWOC COUNTY INC

1000 35TH ST
MANITOWOC,WI54220 		NONE   RESTRICTED 75,000

HSHS ST VINCENT CHILDREN'S HOSPITAL

835 VAN BUREN STREET
GREEN BAY,WI54913 		NONE   UNRESTRICTED 10,000

HYGEIA CORP

12112 FISHERSVILLE RD
CATO,WI54230 		NONE   RESTRICTED 25,000

ICE AGE TRAIL ALLIANCES INC

PO BOX 128 2110 MAIN STREET
CROSS PLAINS,WI53528 		NONE   UNRESTRICTED 5,000

ICE AGE TRAIL ALLIANCES INC

PO BOX 128 2110 MAIN STREET
CROSS PLAINS,WI53528 		NONE   RESTRICTED 8,000

JOHN MICHAEL KOHLER ARTS CENTER

608 NEW YORK AVENUE
SHEBOYGAN,WI53081 		NONE   RESTRICTED 25,000

JUNIOR ACHIEVEMENT OF WISCONSIN - NE REGION

11 TRI-PARK WAY
APPLETON,WI54914 		NONE   RESTRICTED 10,000

KIDS FROM WISCONSIN

640 S 84H ST
MILWAUKEE,WI53214 		NONE   RESTRICTED 3,000

LAKELAND UNIVERSITY

W3718 SOUTH DRIVE
PLYMOUTH,WI53073 		NONE   RESTRICTED 35,000

LAKESHORE CAP INC

PO BOX 2315
MANITOWOC,WI542212315 		NONE   UNRESTRICTED 20,000

LAKESHORE COMMUNITY HELATH CENTER

PO BOX 959
SHEBOYGAN,WI530820959 		NONE   UNRESTRICTED 20,000

LAKESHORE FIRST ROBOTICS

2814 WOLLMER ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 15,000

LAKESHORE FIRST ROBOTICS

2814 WOLLMER ST
MANITOWOC,WI54220 		NONE   RESTRICTED 95,000

LAKESHORE FOSTER FAMILIES & FRIENDS

1011 WASHINGTON STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 5,000

LAKESHORE HUMANE SOCIETY

1551 NORTH 8TH STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

LAKESHORE HUMANE SOCIETY

1551 NORTH 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 250,000

LAKESHORE REGIONAL CHILD ADVOCACY CENTER

1817 N 8TH STREET
SHEBOYGAN,WI53015 		NONE   RESTRICTED 100,000

LAKESHORE TECHNICAL COLLEGE FOUNDAATION INC

1290 NORTH AVENUE
CLEVELAND,WI53015 		NONE   RESTRICTED 10,000

LAKESHORE TECHNICAL COLLEGE FOUNDAATION INC

1290 NORTH AVENUE
CLEVELAND,WI53015 		NONE   RESTRICTED 150,000

LAKESHORE WIND ENSEMBLE

705 VIEBAHN STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 10,000

LAKESHORE WIND ENSEMBLE

705 VIEBAHN STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

LAWRENCE UNIVERSITY OF WISCONSIN

711 E BOLDT WAY
APPLETON,WI54911 		NONE   RESTRICTED 150,000

LESTER PUBLIC LIBRARY

1001 ADAMS STREET
TWO RIVERS,WI54241 		NONE   RESTRICTED 15,000

LESTER PUBLIC LIBRARY

1001 ADAMS STREET
TWO RIVERS,WI54241 		NONE   RESTRICTED 30,000

LIGHTHOUSE COMMUNITY RECOVERY CENTER INC

721 PARK STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 250,000

LIGHTHOUSE RECOVERY COMMUNITY CENTER INC

721 PARK STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

LIGHTHOUSE RECOVERY COMMUNITY CENTER INC

721 PARK STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 40,000

LINCOLN PARK ZOOLOGICAL SOCIEY

PO BOX 321
MANITOWOC,WI542210321 		NONE   RESTRICTED 10,000

LINCOLN PARK ZOOLOGICAL SOCIEY

PO BOX 321
MANITOWOC,WI542210321 		NONE   UNRESTRICTED 10,000

LINCOLN PARK ZOOLOGICAL SOCIEY

PO BOX 321
MANITOWOC,WI542210321 		NONE   RESTRICTED 15,000

LTC SCHOLARSHIPS

PO BOX 28
LA VALLE,WI53941 		NONE   RESTRICTED 20,000

MAGIC - MISHICOT COMMUNITY ATHLETIC COMPLEX

511 EAST MAIN STREET
MISHICOT,WI54228 		NONE   RESTRICTED 75,000

MANITOWOC CHIEFS FOOTBALL INC

2301 CLAY PIT ROAD
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

MANITOWOC COUNTY CRIMESTOPPERS INC

1025 9TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 5,000

MANITOWOC COUNTY DOMESTIC VIOLENCE CENTER

300 E REED AVENUE
MANITOWOC,WI54220 		NONE   RESTRICTED 43,780

MANITOWOC COUNTY HISTORICAL SOCIETY

924 PINECREST ROAD
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

MANITOWOC COUNTY HISTORICAL SOCIETY

924 PINECREST RD
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

MANITOWOC COUNTY HISTORICAL SOCIETY

924 PINECREST RD
MANITOWOC,WI54220 		NONE   RESTRICTED 130,000

MANITOWOC COUNTY MARKET ANIMAL SALE COMMITTEE INC

705 VIEBAHN ST
MANITOWOC,WI54220 		NONE   RESTRICTED 12,541

MANITOWOC COUNTY YOUTH HOCKEY ASSOCIATION

PO BOX 1943
MANITOWOC,WI542211943 		NONE   UNRESTRICTED 5,000

MANITOWOC COUNTY YOUTH SPORTS

PO BOX 5
ST NAZIANZ,WI54232 		NONE   UNRESTRICTED 5,000

MANITOWOC PROFESSIONAL POLICE ASSOCIATION - SHOP WITH A COP

910 JAY ST
MANITOWOC,WI54220 		NONE   RESTRICTED 1,000

MANITOWOC PUBLIC LIBRARY

707 QUAY ST
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

MANITOWOC PUBLIC LIBRARY

707 QUAY ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 30,000

MANITOWOC PUBLIC SCHOOL DISTRICT FOUNDATION

2902 LINDBERGH DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 300,000

MANITOWOC SUNRISE ROTARY FOUNDATION INC

PO BOX 1281
MANITOWOC,WI54221 		NONE   RESTRICTED 10,000

MANITOWOC SYMPHONY ORCHESTRA

PO BOX 606
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

MANITOWOC-TWO RIVERS YMCA

205 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 10,000

MANITOWOC-TWO RIVERS YMCA

205 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

MANITOWOC-TWO RIVERS YMCA

205 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 35,000

MASQUERS

616 N 8TH ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 10,000

NAMI INC OF MANITOWOC COUNTY

2135 SOUTH 11TH STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 15,000

NORTHEASTERN WISCONSIN AREA HEALTH EDUCATION CENTER INC

925 S 15TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 50,000

PAINTING PATHWAYS

1226 WASHINGTON STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

PAINTING PATHWAYS

1226 WASHINGTON ST
MANITOWOC,WI54220 		NONE   RESTRICTED 30,000

PAINTING PATHWAYS CLUBHOUSE INC

1227 WASHINGTON STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 5,000

PAWS 4 LAWS

PO BOX 2152
MANITOWOC,WI54221 		NONE   RESTRICTED 10,000

PETER QUINCE PERFORMING COMPANY LTD

PO BOX 1653
MANITOWOC,WI542211652 		NONE   UNRESTRICTED 5,000

PETER'S PANTRY

843 SOUTH 21ST STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

PRODUCTION FARM

9003 POLIFKA RD
WHITELAW,WI54247 		NONE   UNRESTRICTED 15,000

PRODUCTION FARM

9003 POLIFKA RD
WHITELAW,WI54247 		NONE   RESTRICTED 76,800

RAHR WEST ART MUEUM CHARITABLE FOUNDATION

610 N 8THSTREET
MANITOWOC,WI54220 		NONE   RESTRICTED 5,000

RAHR WEST ART MUEUM CHARITABLE FOUNDATION

610 N 8THSTREET
MANITOWOC,WI54220 		NONE   RESTRICTED 11,885

RAHR WEST ART MUEUM CHARITABLE FOUNDATION

610 N 8THSTREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

RAHR WEST ART MUEUM CHARITABLE FOUNDATION

610 N 8THSTREET
MANITOWOC,WI54220 		NONE   RESTRICTED 25,000

REEDSVILLE AREA YOUTH SPORTS INC ON BEHALF OF REEDSVILLE SCHOOL DISTRICT

350 PARK STREET
REEDSVILLE,WI54320 		NONE   RESTRICTED 25,000

ROGERS STREET FISHING VILLAGE INC

PO BOX 33
TWO RIVERS,WI54241 		NONE   UNRESTRICTED 10,000

ROGERS STREET FISHING VILLAGE INC

PO BOX 33
TWO RIVERS,WI54241 		NONE   RESTRICTED 100,000

RONALD MCDONALD HOUSE CHARITIES OF EASTERN WI

8948 WATERTOWN PLANK RD
WAUWATOSA,WI53226 		NONE   UNRESTRICTED 2,000

SALVATION ARMY OF MANITOWOC

415 NORTH 6TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 5,000

SALVATION ARMY OF MANITOWOC

415 NORTH 6TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 25,000

SHARON S RICHARDSON COMMUNITY HOSPICE

W2850 STATE OAD 28
SHEBOYGAN FALLS,WI53085 		NONE   RESTRICTED 22,342

ST MARY'S HOME FOR THE AGED INC

1635 S 21ST STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 50,000

ST VINCENT DEPAUL - MANITOWOC

PO BOX 73
TWO RIVERS,WI54241 		NONE   RESTRICTED 20,000

ST VINCENT DEPAUL - TWO RIVERS

911 CHICAGO STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

TAKE NOTE STUDIO

502 N 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 5,000

THE CROSSING

PO BOX 2065
MANITOWOC,WI542212065 		NONE   UNRESTRICTED 10,000

THE CROSSING

PO BOX 2065
MANITOWOC,WI542212065 		NONE   RESTRICTED 10,000

THE HAVEN OF MANITOWOC COUNTY INC

1003 MARSHALL STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

THE HAVEN OF MANITOWOC COUNTY INC

1003 MARSHALL STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

THE MASQUERS INC

616 NORTH 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 34,000

TREEHOUSE THEATER

PO BOX 1722
MANITOWOC,WI542211722 		NONE   RESTRICTED 9,500

TREEHOUSE THEATER

PO BOX 1722
MANITOWOC,WI542211722 		NONE   RESTRICTED 15,000

TREEHOUSE THEATER

PO BOX 1722
MANITOWOC,WI542211722 		NONE   UNRESTRICTED 35,000

TWO RIVERS ECUMENICAL PANTRY

1902 22ND STREET
TWO RIVERS,WI54241 		NONE   RESTRICTED 20,000

TWO RIVERS HISTORICAL SOCIETY

PO BOX 527
TWO RIVERS,WI54241 		NONE   UNRESTRICTED 15,000

TWO RIVERS HISTORICAL SOCIETY

PO BOX 527
TWO RIVERS,WI54241 		NONE   RESTRICTED 18,576

TWO RIVERS MAIN STREET INC

PO BOX 417
TWO RIVERS,WI54241 		NONE   RESTRICTED 7,800

UNIVERSITY OF WISCONSIN GREEN BAY - MANITOWOC CAMPUS

705 VIEBAHN ST
MANITOWOC,WI54220 		NONE   RESTRICTED 9,900

UNIVERSITY OF WISCONSIN GREEN BAY - MANITOWOC CAMPUS

2420 NICOLET DRIVE
GREEN BAY,WI54311 		NONE   RESTRICTED 75,000

WISCONSIN AGRICULTURE EDUCATION CENTER (WAEC)

7001 GASS LAKE ROAD
MANITOWOC,WI54220 		NONE   RESTRICTED 12,500

WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (WAICU)

122 WEST WASHINGTON AVE SUITE 700
MADISON,WI53703 		NONE   RESTRICTED 60,000

WISCONSIN MARITIME MUSEUM

75 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

WOODLAND DUNES

PO BOX 486
TWO RIVERS,WI542410486 		NONE   RESTRICTED 20,000

WOODLAND DUNES

PO BOX 486
TWO RIVERS,WI542410486 		NONE   RESTRICTED 100,000

ASSOCIATES FOR COLLABORATIVE EDUCATION INC

595 BAETEN ROAD
GREEN BAY,WI54304 		NONE   RESTRICTED 50,000

WISCONSIN GARDEN CLUB FEDERATION

709 BROOKSTONE CREST
MOUNT HOREB,WI53572 		NONE   RESTRICTED 500
Total .................................right arrow 3a 4,838,720
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 1,130  
4 Dividends and interest from securities ....     14 1,677,260  
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 12,829,808  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		      10,303  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 14,518,501 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,518,501
(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.)
8 GAIN ON ASSETS USED FOR THE ORGANIZATIONS EXEMPT PURPOSE
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:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 25,851 2,585   23,266

TY 2024 InvestmentsOtherSchedule2
Name:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AINTREE CAPITAL INVESTMENTS FMV 122,401,707 122,401,707

TY 2024 OtherAssetsSchedule
Name:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED DIVIDENDS AND INTEREST 50,810 49,590 49,590
PREPAID EXPENSE 24,341 24,194 24,194
PREPAID DIRECTOR FEES 28,000 28,000 28,000


TY 2024 OtherExpensesSchedule
Name:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 10,670 1,067   9,603
INVESTMENT FEES 486,856 486,856   0
MISCELLANEOUS EXPENSE 12,179 1,218   10,961
REPAIRS 8,349 835   7,514
CONSULTING 21,924 2,192   19,732
GARDENS - PLANTS, SHRUBS,.... 27,129 0   27,129
GARDENS - MAINTENANCE & REPAIRS 28,844 0   28,844
GARDENS - INSURANCE 12,456 0   12,456
GARDEN - SUPPLIES 8,295 0   8,295
GARDENS - TRAVEL, TRAINING,... 3,732 0   3,732


TY 2024 OtherIncomeSchedule2
Name:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 10,303 10,303 10,303


TY 2024 OtherIncreasesSchedule
Name:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Description Amount
UNREALIZED DEPRECIATION OF SECURITIES 9,766,856


TY 2024 OtherLiabilitiesSchedule
Name:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 490,616 626,629
EXCISE TAX PAYABLE 0 24,335


TY 2024 TaxesSchedule
Name:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 10,088 1,009   9,079
PYROLL TAX - GARDENS 20,976 0   20,976
FEDERAL EXCISE TAX 330,631 0   0