Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
MANITOWOC
State or province
WI
Country  
ZIP or foreign postal code
542202962
A Employer identification number

39-6056375
B Telephone number (see instructions)

9206846110
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$145,351,527J 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 .................
3 Interest on savings and temporary cash investments 1,291 1,291  
4 Dividends and interest from securities... 1,856,040 1,812,765  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,000,287
b Gross sales price for all assets on line 6a 42,352,433
7 Capital gain net income (from Part IV, line 2)... 14,000,287
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
2,427 2,427  
12 Total. Add lines 1 through 11........ 15,860,045 15,816,770  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 135,333 13,533   121,800
14 Other employee salaries and wages...... 364,840 8,742   356,098
15 Pension plans, employee benefits....... 75,584 646   74,938
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,350 2,635   23,715
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
381,864 1,221   33,147
19 Depreciation (attach schedule) and depletion... 77,843 1,785  
20 Occupancy.............. 22,127 827   21,300
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 2,313 231   2,082
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
594,196 456,592   137,604
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,680,450 486,212   770,684
25 Contributions, gifts, grants paid....... 5,266,958 3,586,885
26 Total expenses and disbursements. Add lines 24 and 25 ................ 6,947,408 486,212   4,357,569
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,912,637
b Net investment income (if negative, enter -0-) 15,330,558
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 1,131,661 3,869,813 3,869,813
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 122,401,707 Click to see attachment
List of Attached Documents:
// Content
139,996,294 		139,996,294
14 Land, buildings, and equipment: basis 2,850,004
Less: accumulated depreciation (attach schedule) 1,517,998 1,283,017 1,332,006 1,332,006
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
101,784 		Click to see attachment
List of Attached Documents:
// Content
153,414 		Click to see attachment
List of Attached Documents:
// Content
153,414
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 124,918,169 145,351,527 145,351,527
Liabilities 17 Accounts payable and accrued expenses.......... 13,180 52,108
18 Grants payable.................   1,683,670
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 ) Click to see attachment
List of Attached Documents:
// Content
650,964 		Click to see attachment
List of Attached Documents:
// Content
823,316
23 Total liabilities (add lines 17 through 22)......... 664,144 2,559,094
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 124,254,025 142,792,433
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 124,254,025 142,792,433
30 Total liabilities and net assets/fund balances (see instructions). 124,918,169 145,351,527
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
124,254,025
2
Enter amount from Part I, line 27a .....................
2
8,912,637
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
9,625,771
4
Add lines 1, 2, and 3 ..........................
4
142,792,433
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
142,792,433
Form 990-PF (2025)
Form 990-PF (2025)
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 PERSHING LLC P   2025-12-31
b NATIONAL FINANCIAL SERVICES LLC P   2025-12-31
c NATIONAL FINANCIAL SERVICES LLC P   2025-12-31
d CHARLES SCHWAB P   2025-12-31
e CHARLES SCHWAB P   2025-12-31
PERSHING LLC P   2025-12-31
(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 433,808   385,691 48,117
b 4,735,731   4,087,667 648,064
c 11,213,690   6,568,739 4,644,951
d     110,551 -110,551
e 24,159,069   16,714,099 7,444,970
1,810,135   485,399 1,324,736
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       48,117
b       648,064
c       4,644,951
d       -110,551
e       7,444,970
      1,324,736
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 14,000,287
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 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) 1 213,095
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........................... 3 213,095
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- ..... 5 213,095
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 150,809
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.............. 7 150,809
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....... 9 62,286
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
WI
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 2025 or the taxable year beginning in 2025? 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 addressWWW.WESTFOUNDATION.US
14
The books are in care ofMS PHYLLIS SCHIPPERS Telephone no. (920) 684-6110

Located at915 MEMORIAL DRIVEMANITOWOCWI ZIP+454220
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
20.00 		70,000 3,662 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
JOHN JAGEMANN VICE PRESIDENT, VICE CHAIRMAN
1.00 		14,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
BERNADINE ZIMMER TREASURER
1.00 		14,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
AMY MOLEPSKE SECRETARY
1.00 		14,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
THOMAS J BARE PAST PRESIDENT
1.00 		14,000 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
JUSTIN GERLACH DIRECTOR
1.00 		9,333 0 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
KAREN ROHRER ASSISTANT SECRETARY - TREASURER
30.00 		53,019 1,591 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
TOBY FROELICH GROUNDSKEEPER AND ME
40.00 		56,100 48,210 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
AARON PUMPHREY HEAD HORTICULTURIST
40.00 		69,000 10,850 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
MIROSLAWA JONES ASST HORTICULTURIST
40.00 		50,100 1,147 0
915 MEMORIAL DRIVE
MANITOWOC,WI54220
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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. 552,520
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
129,586,371
b
Average of monthly cash balances.......................
1b
1,687,318
c
Fair market value of all other assets (see instructions)................
1c
124,680
d
Total (add lines 1a, 1b, and 1c).......................
1d
131,398,369
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
131,398,369
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,970,976
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
129,427,393
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
6,471,370
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,471,370
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
213,095
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
213,095
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,258,275
4
Recoveries of amounts treated as qualifying distributions................
4
3,597
5
Add lines 3 and 4............................
5
6,261,872
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
6,261,872
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, line 26, column (d) ..........
1a
4,357,569
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
86,963
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,444,532
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 6,261,872
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 89,534
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 4,444,532
a Applied to 2024, but not more than line 2a 89,534
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 2025 distributable amount..... 4,354,998
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,906,874
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 & BEYOND CHILDREN'S MUSEUM

902 N 8TH STREET
SHEBOYGAN,WI53081 		NONE   RESTRICTED 25,000

ALZHEIMER'S ASSOCIATION INC

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

ASCEND SERVICES INC

2818 MEADOW LANE
MANITOWOC,WI54220 		NONE   RESTRICTED 100,000

BELLIN COLLEGE

3201 EATON RD
GREEN BAY,WI54331 		NONE   RESTRICTED 120,000

BOYS & GIRLS CLUB OF THE FOX VALLEY INC FOR THE MANITOWOC CLUB

3651 DEWEY STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

CAPITOL CIVIC CENTRE INC

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

CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION DBA CHILDREN'S WISCONSIN

8915 W CONNELL CT
MILWAUKEE,WI53226 		NONE   RESTRICTED 55,863

CITY OF MANITOWOC ON BEHALF OF THE FRIENDS OF THE MANITOWOC SKATEPARK

713 BUFFALO STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 100,000

CITY OF MANITOWOC ON BEHALF OF THE MANITOWOC POLICE DEPT

910 JAY ST
MANITOWOC,WI54220 		NONE   RESTRICTED 2,000

CITY OF MANITOWOC ON BEHALF OF THE RAHR WEST ART MUSEUM

610 N 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

CITY OF TWO RIVERS ON BEHALF OF THE TWO RIVERS FIRE DEPARTMENT

2122 MONROE STREET
TWO RIVERS,WI54241 		NONE   RESTRICTED 100,000

CITY OF TWO RIVERS ON BEHALF OF THE TWO RIVERS PARKS & REC DEPT

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

CONSERVATION EDUCATION INC OF MANITOWOC COUNTY

20021 COUNTY RD JJ
REEDSVILLE,WI54230 		NONE   RESTRICTED 15,000

EARL O VITS MEMORIAL TRUST DBA CAMP SINAWA

9113 SINAWA RD
VALDERS,WI54245 		NONE   RESTRICTED 100,000

EXODUS TRANSITIONAL CARE FACILITY INC

1421 FOND DU LAC AVE
KEWASKUM,WI53040 		NONE   RESTRICTED 5,000

FOUNDATIONS HEALTH & WHOLENESS ON BEHALF OF RAYS IN MANITOWOC COUNTY

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

FRANCISCAN CENTER INC

6751 CALUMET AVENUE
MANITOWOC,WI54220 		NONE   RESTRICTED 16,000

FRIENDS OF PBS WISCONSIN INC

821 UNIVERSITY AVE
MADISON,WI53706 		NONE   RESTRICTED 1,964

FROEDTERT HOSPITAL FOUNDATION INC

9200 W WISCONSIN AVE
MILWAUKEE,WI53226 		NONE   RESTRICTED 35,000

GLACIERLAND RESOURCE CONSERVATION AND DEVELOPMENT

PO BOX 11203
GREEN BAY,WI54307 		NONE   RESTRICTED 25,000

GROW IT FORWARD INC

1501 MARSHALL ST
MANITOWOC,WI54220 		NONE   RESTRICTED 59,612

GROW IT FORWARD INC

1501 MARSHALL ST
MANITOWOC,WI54220 		NONE   RESTRICTED 150,000

HOPE HOUSE OF MANITOWOC COUNTY INC

1000 35TH ST
MANITOWOC,WI54220 		NONE   RESTRICTED 50,000

HSHS ST VINCENT CHILDREN'S HOSPITAL

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

JOHN MICHAEL KOHLER ARTS CENTER

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

LAKELAND UNIVERSITY

W3718 SOUTH DRIVE
PLYMOUTH,WI53073 		NONE   RESTRICTED 35,000

LAKESHORE FIRST ROBOTICS PROGRAM

2814 WOLLMER ST
MANITOWOC,WI54220 		NONE   RESTRICTED 150,000

LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY INC

PO BOX 321
MANITOWOC,WI542210321 		NONE   RESTRICTED 125,000

LOTUS RECOVERY HOMES INC

1111 MARSHALL ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 35,000

MANITOWOC COUNTY HISTORICAL SOCIETY

924 PINECREST RD
MANITOWOC,WI54220 		NONE   RESTRICTED 110,000

MANITOWOC MARINE BAND ASSOCIATION INC

PO BOX 2224
MANITOWOC,WI54221 		NONE   RESTRICTED 4,944

MANITOWOC MARINE BAND ASSOCIATION INC

PO BOX 2224
MANITOWOC,WI54221 		NONE   RESTRICTED 17,175

MANITOWOC PUBLIC LIBRARY FOUNDATION INC

707 QUAY ST
MANITOWOC,WI54220 		NONE   RESTRICTED 200,000

MANITOWOC PUBLIC SCHOOL DISTRICT FOUNDATION ON BEHALF OF SCHOOL FOREST

2902 LINDBERGH DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 38,415

MANITOWOC SUNRISE ROTARY FOUNDATION INC ON BEHALF OF METRO JAM

907 S 8TH ST
MANITOWOC,WI54220 		NONE   RESTRICTED 3,500

MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC

PO BOX 606
MANITOWOC,WI54221 		NONE   RESTRICTED 15,000

MANITOWOC-TWO RIVERS AREA YMCA

205 MARITIME DR
MANITOWOC,WI54220 		NONE   RESTRICTED 30,000

MEALS ON WHEELS OF SHEBOYGAN COUNTY

1004 S TAYLOR DR
SHEBOYGAN,WI53081 		NONE   RESTRICTED 10,000

MISHICOT AREA GROWTH & IMPROVEMENT COMMITTEE INC (MAGIC)

511 E MAIN ST
MICHICOT,WI54228 		NONE   RESTRICTED 50,000

MISHICOT FFA ALUMNI

PO BOX 182
MICHICOT,WI54247 		NONE   RESTRICTED 15,000

NEIGHBORHOOD NETWORK LEARNING CENTER (SOUTHFIELD TOWNHOUSES)

2516 S 21ST ST
MANITOWOC,WI54220 		NONE   RESTRICTED 70,000

PAINTING PATHWAYS CLUBHOUSE INC

1226 WASHINGTON ST
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

PAINTING PATHWAYS CLUBHOUSE INC

1226 WASHINGTON ST
MANITOWOC,WI54220 		NONE   RESTRICTED 5,000

SALVATION ARMY OF MANITOWOC COUNTY

415 NORTH 6TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 32,000

SHADY LANE HOME INC

1235 S 24TH ST
MANITOWOC,WI54220 		NONE   RESTRICTED 100,000

ST MARY'S HOME FOR THE AGED INC

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

ST MARY'S HOME FOR THE AGED INC

1635 S 21ST STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 35,000

THE CROSSING OF MANITOWOC COUNTY INC

PO BOX 2065
MANITOWOC,WI542212065 		NONE   RESTRICTED 18,700

THE FORST INN ARTS COLLECTIVE INC

PO BOX 216
TISCH MILLS,WI54240 		NONE   RESTRICTED 21,000

THE HAVEN OF MANITOWOC COUNTY INC

1003 MARSHALL STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 5,000

THE HAVEN OF MANITOWOC COUNTY INC

1003 MARSHALL STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 300,000

THE PRODUCTION FARM INC

9003 POLIFKA RD
WHITELAW,WI54247 		NONE   RESTRICTED 45,000

TREEHOUSE THEATER INC

PO BOX 1722
MANITOWOC,WI54221 		NONE   RESTRICTED 27,869

TWO RIVERS SNOW FESTIVAL

2111 PIERCE ST
TWO RIVERS,WI54241 		NONE   RESTRICTED 5,000

TWO RIVERS YOUTH SPORTS INC

4120 CLOVER ST
TWO RIVERS,WI54241 		NONE   RESTRICTED 50,000

UNIVERSITY OF WISCONSIN FOUNDATION (FOODWISE)

1848 UNIVERSITY AVE
MADISON,WI53726 		NONE   RESTRICTED 150,000

VAN DER BROHE ARBORETUM

3800 LINCOLN AVE
TWO RIVERS,WI54241 		NONE   RESTRICTED 91,500

VILLAGE OF CLEVELAND ON BEHALF OF CLEVELAND POLICE DEPT

1150 W WASHINGTON AVE
CLEVELAND,WI53015 		NONE   RESTRICTED 9,000

WESTERN GREAT LAKES BIRD & BAT OBSERVATORY INC DBA LAKE MICHIGAN BIRD OBSER

PO BOX 487
PORT WASHINGTON,WI53074 		NONE   RESTRICTED 40,000

WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES INC

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

WISCONSIN MARITIME MUSEUM INC

75 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 411,343

CITY OF KIEL FIRE DEPARTMENT & AMBULANCE SERVICE

99 FREMONT ST
KIEL,WI53042 		NONE   RESTRICTED 25,000

UW MADISON - MANITOWOC COUNTY (FOODWISE)

705 VIEBAHN STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 8,000
Total ................................. 3a 3,586,885
bApproved for future payment

ALZHEIMER'S ASSOCIATION INC
4600 AMERICAN PARKWAY SITE 103
MADISON,WI54718 		NONE   RESTRICTED 5,000

AMERICAN HEART ASSOCIATION
1676 ATLANTA CIRCLE
MANITOWOC,WI54220 		NONE   RESTRICTED 2,500

ASCEND SERVICES INC
2818 MEADOW LANE
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED OF MANITOWOC COUNTY INC
PO BOX 1302
TWO RIVERS,WI54221 		NONE   RESTRICTED 5,000

BIG BROTHERS BIG SISTERS WISCONSIN SHORELINE INC
205 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 35,000

BOYS & GIRLS CLUB OF THE FOX VALLEY INC FOR THE MANITOWOC CLUB
3651 DEWEY STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

CAPITOL CIVIC CENTRE INC
913 S 8TH STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

CAPITOL CIVIC CENTRE INC
913 S 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 25,000

CASA OF EAST CENTRAL WISCONSIN
PO BOX 751
MANITOWOC,WI54221 		NONE   UNRESTRICTED 20,000

CITY OF MANITOWOC K-9 FUND
PO BOX 751
MANITOWOC,WI54221 		NONE   RESTRICTED 5,000

CORE TREATMENT SERVICES INC
PO BOX 1823
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

CORE TREATMENT SERVICES INC
PO BOX 1823
MANITOWOC,WI54220 		NONE   RESTRICTED 10,000

CROSSFIRE RANCH INC
2209 RIVERVIEW LANE
REEDSVILLE,WI54230 		NONE   UNRESTRICTED 10,000

EARL O VITS MEMORIAL TRUST DBA CAMP SINAWA
9113 SINAWA RD
VALDERS,WI54245 		NONE   UNRESTRICTED 5,000

ETERNAL FLAME AND VETERANS MEMORIAL FUND
PO BOX 10
MANITOWOC,WI54221 		NONE   RESTRICTED 5,000

FRANCISCAN CENTER INC
6751 CALUMET AVENUE
MANITOWOC,WI54220 		NONE   UNRESTRICTED 15,000

FRIENDS OF PBS WISCONSIN INC
821 UNIVERSITY AVE
MADISON,WI53706 		NONE   UNRESTRICTED 15,000

GIRL SCOUTS OF MANITOU COUNCIL INC
5212 WINDWARD COURT
SHEBOYGAN,WI53083 		NONE   UNRESTRICTED 10,000

GIRL SCOUTS OF MANITOU COUNCIL INC
5212 WINDWARD COURT
SHEBOYGAN,WI53083 		NONE   RESTRICTED 30,000

GLACIAL LAKES CONSERVANCY INC
529 ONTARIO AVE
SHEBOYGAN,WI53081 		NONE   RESTRICTED 5,000

HAMILTON WOOD TYPE AND PRINTING MUSEUM INC
1816 10TH STREET
TWO RIVERS,WI54241 		NONE   UNRESTRICTED 20,000

HAMILTON WOOD TYPE AND PRINTING MUSEUM INC
1816 10TH STREET
TWO RIVERS,WI54241 		NONE   RESTRICTED 5,000

HOPE HOUSE OF MANITOWOC COUNTY INC
1000 35TH ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

ICE AGE TRAIL ALLIANCE INC
PO BOX 128 2110 MAIN STREET
CROSS PLAINS,WI53528 		NONE   UNRESTRICTED 5,000

KIDS FROM WISCONSIN LTD
640 S 84H ST
MILWAUKEE,WI53214 		NONE   RESTRICTED 5,000

LAKESHORE CAP INC OF WISCONSIN
PO BOX 2315
MANITOWOC,WI542212315 		NONE   UNRESTRICTED 20,000

LAKESHORE COLLEGE FOUNDATION INC
12900 NORTH AVE
CLEVELAND,WI53015 		NONE   RESTRICTED 20,000

LAKESHORE COLLEGE FOUNDATION INC
12900 NORTH AVE
CLEVELAND,WI53015 		NONE   RESTRICTED 10,000

LAKESHORE COMMUNITY HEALTH CARE INC
PO BOX 959
SHEBOYGAN,WI530820959 		NONE   RESTRICTED 25,000

LAKESHORE FIRST ROBOTICS PROGRAM
2814 WOLLMER ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 15,000

LAKESHORE FOSTER FAMILIES AND FRIENDS INC
1011 WASHINGTON STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 29,170

LAKESHORE FOSTER FAMILIES AND FRIENDS INC
1011 WASHINGTON STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 5,000

LAKESHORE HUMANE SOCIETY INC
1551 NORTH 8TH STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

LAKESHORE REGIONAL CHILD ADVOCACY CENTER INC
1817 N 8TH STREET
SHEBOYGAN,WI53015 		NONE   UNRESTRICTED 50,000

LAKESHORE WIND ENSEMBLE ASSOCIATION INC
705 VIEBAHN STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 10,000

LAKESHORE WIND ENSEMBLE ASSOCIATION INC
705 VIEBAHN STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

LESTER PUBLIC LIBRARY FOUNDATION INC
1001 ADAMS STREET
TWO RIVERS,WI54241 		NONE   UNRESTRICTED 30,000

LIGHTHOUSE RECOVERY COMMUNITY CENTER INC
721 PARK STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY INC
PO BOX 321
MANITOWOC,WI542210321 		NONE   UNRESTRICTED 10,000

LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY INC
PO BOX 321
MANITOWOC,WI542210321 		NONE   RESTRICTED 10,000

LINCOLN PARK ZOOLOGICAL SOCIETY OF MANITOWOC COUNTY INC
PO BOX 321
MANITOWOC,WI542210321 		NONE   RESTRICTED 15,000

MANITOWOC COUNTY CRIMESTOPPERS INC
1025 9TH STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 5,000

MANITOWOC COUNTY DOMESTIC VIOLENCE CENTER DBA INCOURAGE
300 E REED AVENUE
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

MANITOWOC COUNTY HISTORICAL SOCIETY
924 PINECREST ROAD
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

MANITOWOC COUNTY HISTORICAL SOCIETY
924 PINECREST RD
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

MANITOWOC COUNTY YOUTH HOCKEY ASSOCIATION INC
PO BOX 1943
MANITOWOC,WI542211943 		NONE   UNRESTRICTED 5,000

MANITOWOC COUNTY YOUTH SPORTS INC
PO BOX 5
ST NAZIANZ,WI54232 		NONE   UNRESTRICTED 5,000

MANITOWOC PUBLIC LIBRARY FOUNDATION INC
707 QUAY ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 30,000

MANITOWOC SUNRISE ROTARY FOUNDATION INC ON BEHALF OF METRO JAM
907 S 8TH ST
MANITOWOC,WI54220 		NONE   RESTRICTED 2,500

MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC
PO BOX 606
MANITOWOC,WI54221 		NONE   RESTRICTED 20,000

MANITOWOC SYMPHONY ORCHESTRA ASSOCIATION INC
PO BOX 606
MANITOWOC,WI54221 		NONE   RESTRICTED 18,000

MANITOWOC-TWO RIVERS AREA YMCA
205 MARITIME DR
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

MANITOWOC-TWO RIVERS AREA YMCA
205 MARITIME DR
MANITOWOC,WI54220 		NONE   RESTRICTED 15,000

NAMI INC OF MANITOWOC COUNTY
2135 SOUTH 11TH STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 10,000

NATIONAL FIRE SAFETY COUNCIL ON BEHALF OF MANITOWOC FIRE DEPT
911 FRANKLIN ST
MANITOWOC,WI54220 		NONE   RESTRICTED 1,000

PAINTING PATHWAYS CLUBHOUSE INC
1226 WASHINGTON ST
MANITOWOC,WI54220 		NONE   RESTRICTED 20,000

PAINTING PATHWAYS CLUBHOUSE INC
1226 WASHINGTON ST
MANITOWOC,WI54220 		NONE   UNRESTRICTED 20,000

PAWS 4 LAWS
PO BOX 2152
MANITOWOC,WI542212152 		NONE   RESTRICTED 5,000

PETER QUINCE PERFORMING COMPANY LTD
PO BOX 1653
MANITOWOC,WI542211652 		NONE   RESTRICTED 5,000

PETER'S PANTRY INC
843 SOUTH 21ST STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 50,000

PETER'S PANTRY INC
843 SOUTH 21ST STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 40,000

RAHR WEST ART MUSEUM CHARITABLE FOUNDATION INC
610 N 8THSTREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 25,000

RAHR WEST ART MUSEUM CHARITABLE FOUNDATION INC
610 N 8THSTREET
MANITOWOC,WI54220 		NONE   RESTRICTED 25,000

ROGERS STREET FISHING VILLAGE INC
PO BOX 33
TWO RIVERS,WI54241 		NONE   UNRESTRICTED 10,000

RONALD MCDONALD HOUSE CHARITIES OF EASTERN WI
8948 WATERTOWN PLANK RD
WAUWATOSA,WI53226 		NONE   UNRESTRICTED 2,000

SALVATION ARMY OF MANITOWOC COUNTY
415 NORTH 6TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 50,000

ST VINCENT DE PAUL MANITOWOC
PO BOX 73
TWO RIVERS,WI54241 		NONE   RESTRICTED 50,000

ST VINCENT DE PAUL TWO RIVERS
911 CHICAGO STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 50,000

TAKE NOTE STUDIO INC
502 N 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 4,000

TAKE NOTE STUDIO INC
502 N 8TH STREET
MANITOWOC,WI54220 		NONE   RESTRICTED 2,500

THE CROSSING OF MANITOWOC COUNTY INC
PO BOX 2065
MANITOWOC,WI542212065 		NONE   UNRESTRICTED 10,000

THE CROSSING OF MANITOWOC COUNTY INC
PO BOX 2065
MANITOWOC,WI542212065 		NONE   RESTRICTED 10,000

THE HAVEN OF MANITOWOC COUNTY INC
1003 MARSHALL STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 10,000

THE MASQUERS INC
616 NORTH 8TH STREET
MANITOWOC,WI54220 		NONE   UNRESTRICTED 5,000

THE PRODUCTION FARM INC
9003 POLIFKA RD
WHITELAW,WI54247 		NONE   UNRESTRICTED 10,000

TREEHOUSE THEATER INC
PO BOX 1722
MANITOWOC,WI54221 		NONE   RESTRICTED 10,000

TREEHOUSE THEATER INC
PO BOX 1722
MANITOWOC,WI54221 		NONE   UNRESTRICTED 15,000

TWO RIVERS ECUMENICAL PANTRY
1902 22ND STREET
TWO RIVERS,WI54241 		NONE   RESTRICTED 50,000

TWO RIVERS HISTORICAL SOCIETY
PO BOX 527
TWO RIVERS,WI54241 		NONE   UNRESTRICTED 10,000

WEILL CENTER FOUNDATION INC
826 N 8TH ST
SHEBOYGAN,WI53081 		NONE   RESTRICTED 200,000

WISCONSIN GARDEN CLUB FEDERATION
709 BROOKSTONE CREST
MOUNT HOREB,WI53572 		NONE   UNRESTRICTED 1,000

WISCONSIN MARITIME MUSEUM INC
75 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 25,000

WISCONSIN MARITIME MUSEUM INC
75 MARITIME DRIVE
MANITOWOC,WI54220 		NONE   RESTRICTED 100,000

WOODLAND DUNES NATURE CENTER AND PRESERVE INC
PO BOX 486
TWO RIVERS,WI542410486 		NONE   RESTRICTED 20,000

MANITOWOC PROFESSIONAL POLICY ASSOCIATION
910 JAY ST
MANITOWOC,WI54220 		NONE   RESTRICTED 1,000
Total ................................. 3b 1,683,670
Form 990-PF (2025)
Form 990-PF (2025)
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 1,291  
4 Dividends and interest from securities ....     14 1,856,040  
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 14,000,287  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		      2,427  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,860,045 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,860,045
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 26,350 2,635   23,715

TY 2025 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
CHARLES SCHWAB FMV 139,996,294 139,996,294

TY 2025 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 49,590 92,865 92,865
PREPAID EXPENSE 24,194 25,549 25,549
PREPAID DIRECTOR FEES 28,000 35,000 35,000


TY 2025 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 11,357 1,136   10,221
INVESTMENT FEES 451,041 451,041   0
MISCELLANEOUS EXPENSE 7,122 712   6,410
REPAIRS 7,274 727   6,547
CONSULTING 29,761 2,976   26,785
GARDENS - PLANTS, SHRUBS,.... 35,190 0   35,190
GARDENS - MAINTENANCE & REPAIRS 25,001 0   25,001
GARDENS - INSURANCE 12,714 0   12,714
GARDEN - SUPPLIES 9,675 0   9,675
GARDENS - TRAVEL, TRAINING,... 5,061 0   5,061


TY 2025 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 2,427 2,427 2,427


TY 2025 OtherIncreasesSchedule
Name:
RUTH ST JOHN & JOHN DUNHAM WEST
 
FOUNDATION INC
EIN:
39-6056375
Description Amount
UNREALIZED DEPRECIATION OF SECURITIES 9,625,771


TY 2025 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 626,629 761,030
EXCISE TAX PAYABLE 24,335 62,286


TY 2025 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 12,210 1,221   10,989
PYROLL TAX - GARDENS 22,158 0   22,158
FEDERAL EXCISE TAX 347,496 0   0