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
WOCHINSKE FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 1981 HAWTHORNE HEIGHTS
  Room/suite
City or town
DE PERE
State or province
WI
Country  
ZIP or foreign postal code
541153333
A Employer identification number

26-3539749
B Telephone number (see instructions)

9203360008
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)$3,505,189J 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) 50,000
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 112,481 112,481  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,104
b Gross sales price for all assets on line 6a 382,930
7 Capital gain net income (from Part IV, line 2)... 39,104
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 201,585 151,585  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,194 1,597   1,597
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,566 19,566   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,559 490   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
284 0   284
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,603 21,653   1,881
25 Contributions, gifts, grants paid....... 179,500 179,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 204,103 21,653   181,381
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,518
b Net investment income (if negative, enter -0-) 129,932
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............. 170,552 140,922 140,922
2 Savings and temporary cash investments.........      
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) 100,000 Click to see attachment
List of Attached Documents:
// Content
50,000 		49,783
b Investments—corporate stock (attach schedule)....... 1,099,851 Click to see attachment
List of Attached Documents:
// Content
1,135,885 		1,746,664
c Investments—corporate bonds (attach schedule)....... 1,504,439 Click to see attachment
List of Attached Documents:
// Content
1,539,336 		1,567,820
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,874,842 2,866,143 3,505,189
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,874,842 2,866,143
29 Total net assets or fund balances (see instructions)..... 2,874,842 2,866,143
30 Total liabilities and net assets/fund balances (see instructions). 2,874,842 2,866,143
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
2,874,842
2
Enter amount from Part I, line 27a .....................
2
-2,518
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,872,324
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
6,181
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,866,143
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 PUBLICLY TRADED STOCK      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 374,649   343,826 30,823
b 8,281     8,281
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       30,823
b       8,281
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 39,104
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 1,806
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,806
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,806
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 93
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,899
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 addressN/A
14
The books are in care ofKATHRYN WOCHINSKE Telephone no. (920) 336-0008

Located at1981 HAWTHORNE HEIGHTSDEPEREWI ZIP+4541153333
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
KATHRYN WOCHINSKE PRESIDENT
2.00 		0 0 0
1981 HAWTHORNE HEIGHTS
DEPERE,WI541153333
KELLY WOCHINSKE VICE PRESIDENT/SECRETARY
2.00 		0 0 0
1806 E THOMAS AVENUE
MILWAUKEE,WI53211
JAMES WOCHINSKE TREASURER
2.00 		0 0 0
1981 HAWTHORNE HEIGHTS
DEPERE,WI541153333
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................... 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  
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
3,224,603
b
Average of monthly cash balances.......................
1b
199,433
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,424,036
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
3,424,036
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
51,361
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,372,675
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
168,634
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
168,634
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,806
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,806
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
166,828
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
166,828
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
166,828
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
181,381
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
181,381
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 7 166,828
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 23,827
b From 2021...... 7,571
c From 2022...... 26,231
d From 2023...... 25,463
e From 2024...... 25,578
f Total of lines 3a through e ........ 108,670
4Qualifying distributions for 2025 from Part
XI, line 4: $ 181,381
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 166,828
e Remaining amount distributed out of corpus 14,553
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 5 123,223
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		23,827
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		99,396
10 Analysis of line 9:
a Excess from 2021 .... 7,571
b Excess from 2022 .... 26,231
c Excess from 2023 .... 25,463
d Excess from 2024 .... 25,578
e Excess from 2025 .... 14,553
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).)
KATHRYN WOCHINSKE
KELLY WOCHINSKE
JAMES WOCHINSKE
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:
KATHRYN WOCHINSKE
1981 HAWTHORNE HEIGHTS
DE PERE,WI541153333
(920) 336-0008
bThe form in which applications should be submitted and information and materials they should include:
NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

ASPIRO

1673 DOUSMAN STREET
GREEN BAY,WI54303 		NONE   EMPLOYMENT AND SERVICES FOR INDIVIDUALS WITH DISABILITIES 30,000

BELLIN COLLEGE OF NURSING

3201 EATON RD
GREEN BAY,WI54311 		NONE   CAPITAL/BUILDING FUND/OTHER 10,000

BIG BROTHERS BIG SISTERS OF NORTHEASTERN WISCONSIN

1345 W MASON STREET
GREEN BAY,WI54303 		NONE   MENTORING FOR AT-RISK YOUTH 3,500

BROWN COUNTY LIBRARY

515 PINE STREET
GREEN BAY,WI543015194 		NONE   PROVIDE COMMUNITY PROGRAMMING AND BOOKS 8,000

BROWN COUNTY UNITED WAY

112 NORTH ADAMS ST STE 201
GREEN BAY,WI54301 		NONE   GENERAL SUPPORT 5,000

CASA ALBA MELANIE HISPANIC COMMUNITY RESOURCE CENTER

314 S MADISON STREET
GREEN BAY,WI54301 		NONE   RESOURCES FOR LOCAL HISPANIC COMMUNITY 2,000

CITY OF DE PERE PARK RECREATION & FORESTRY DEPARTMENT

600 GRANT STREET
DE PERE,WI54115 		NONE   RECREATION SCHOLARSHIP FUND 2,500

CP INC

2801 S WEBSTER AVE
GREEN BAY,WI54301 		NONE   SERVICES FOR INDIVIDUALS WITH CEREBRAL PALSY 2,500

CURATIVE CONNECTIONS

2900 CURRY LANE
GREEN BAY,WI54308 		NONE   SERVICES FOR SENIORS AND DISABLED INDIVIDUALS 2,500

ENCOMPASS EARLY EDUCATION AND CARE INC

PO BOX 1627
GREEN BAY,WI543051627 		NONE   EARLY EDUCATION AND CHILDCARE 5,000

FAMILY SERVICES OF NORTHEAST WISCONSIN

300 CROOKS STREET
GREEN BAY,WI543051627 		NONE   COUNSELING AND OTHER SERVICES FOR FAMILIES IN CRISIS 2,500

FEEDING AMERICA EASTERN WISCONSIN

2911 W EVERGREEN DR
APPLETON,WI54913 		NONE   STOCK THE SHELVES 1,500

FOUNDATIONS HEALTH & WHOLENESS

1061 W MASON STREET
GREEN BAY,WI54303 		NONE   MENTAL HEALTH AND FOSTER CARE SERVICES 2,500

FRIENDS OF PALS YOUTH & FAMILIES

PO BOX 1202
GREEN BAY,WI54305 		NONE   CHILD PROTECTIVE SERVICES, FAMILY SUPPORT, FOSTER CARE, SHELTER CARE 15,000

GOLDEN HOUSE

1120 UNIVERSITY AVENUE
GREEN BAY,WI543051627 		NONE   SHELTER AND SERVIES FOR DOMESTIC ABUSE VICTIMS 2,500

GREAT LAKES HEMOPHILIA FOUNDATION

638 NORTH 18TH STREET
MILWAUKEE,WI53233 		NONE   EDUCATION AND ADVOCACY FOR BLEEDING DISORDERS 2,000

GREATER GREEN BAY COMMUNITY FOUNDATION

400 S WASHINGTON ST
GREEN BAY,WI54301 		NONE   WOMEN'S FUND OF GREATER GREEN BAY 1,500

GREATER GREEN BAY HABITAT FOR HUMANITY

1967 ALLOUEZ AVE
GREEN BAY,WI54311 		NONE   MATERIALS, SUPPLIES, AND LABOR FOR HOME BUILDING 5,000

GREEN BAY BOTANICAL GARDEN

2600 LARSEN RD
GREEN BAY,WI54303 		NONE   CONNECT PEOPLE WITH PLANTS 2,500

HOUSE OF HOPE

1660 CHRISTIANA ST
GREEN BAY,WI54303 		NONE   SHELTER FOR HOMELESS PARENTS AND CHILDREN 2,000

HOWE COMMUNITY RESOURCE CENTER

526 S MONROE AVE
GREEN BAY,WI54301 		NONE   CHILDREN'S PROGRAMS 2,500

INDEPENDENCE FIRST

5140 SOUTH 1ST STREET
MILWAUKEE,WI532041605 		NONE   INCLUSION AND INDEPENDENT LIVING FOR INDIVIDUALS WITH DIABILITIES 3,500

LA CAUSA INC

PO BOX 04188
MILWAUKEE,WI53204 		NONE   SHELTER RESOURCES 3,000

LITERACY GREEN BAY

424 S MONROE AVENUE
GREEN BAY,WI54301 		NONE   READING EDUCATION FOR ADULTS AND CHILDREN 2,000

MILWAUKEE PUBLIC LIBRARY FOUNDATION

814 W WISCONSIN AVENUE
MILWAUKEE,WI53233 		NONE   PROVIDE COMMUNITY PROGRAMMING AND BOOKS 10,000

NEIGHBORWORKS GREEN BAY

437 S JACKSON ST
GREEN BAY,WI54301 		NONE   AFFORDABLE HOUSING AND HOMEOWNER RESOURCES 2,500

NEW ZOOLOGICAL SOCIETY INC

PO BOX 12647
GREEN BAY,WI543072647 		NONE   ANIMAL CARE AND ZOO MAINTENANCE 2,500

NORTHEAST WISCONSIN LAND TRUST

14 TRI-PARK WAY STE 1
APPLETON,WI54914 		NONE   ENVIRONMENTAL PRESERVATION 1,500

ORAL HEALTH PARTNERSHIP

1245 MAIN STREET
GREEN BAY,WI54302 		NONE   HELP PROMOTE HEALTHY SMILES AND DENTAL HYGINE SERVICES 2,000

PAUL'S PANTRY

1529 LEO FRIGO WAY
GREEN BAY,WI543021163 		NONE   FOOD FOR COMMUNITY MEMBERS IN NEED 5,000

RAWHIDE

E7475 RAWHIDE ROAD
NEW LONDON,WI549619052 		NONE   COUNSELING AND OTHER SERVICES FOR AT-RISK YOUTH 4,000

SAINT JOHN'S MINISTRIES

411 ST JOHN ST
GREEN BAY,WI54301 		NONE   ASSIST HOMELESS OR THOSE EXPERIENCING HOUSING INSTABILITY 3,000

THE SALVATION ARMY

626 UNION COURT
GREEN BAY,WI54303 		NONE   COMMUNITY SUPPORT AND SERVICES 5,000

UW-GREEN BAY FOUNDATION

2420 NICOLET DRIVE
GREEN BAY,WI54311 		NONE   IGNITE THE FUTURE CAMPAIGN FUND 20,000

YWCA GREATER GREEN BAY AREA

230 S MADISON STREET
GREEN BAY,WI54301 		NONE   COMMUNITY PROGRAMMING AND SERVICES 5,000
Total ................................. 3a 179,500
bApproved for future payment
Total ................................. 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 112,481  
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 39,104  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 151,585 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
151,585
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

26-3539749
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
WOCHINSKE FAMILY FOUNDATION INC
  		Employer identification number
26-3539749
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JAMES AND KATHRYN WOCHINSKE
 
1981 HAWTHORNE HEIGHTS
 
DEPERE, WI541153333

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WOCHINSKE FAMILY FOUNDATION INC
  		Employer identification number

26-3539749
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WOCHINSKE FAMILY FOUNDATION INC
  		Employer identification number

26-3539749
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLIFTONLARSONALLEN LLP 3,194 1,597   1,597

TY 2025 AppliedToPriorYearElection
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
Election:
THE PRIVATE FOUNDATION IS ELECTING UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS IN THE CURRENT CALENDAR YEAR TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2013.

TY 2025 InvestmentsCorpBondsSchedule
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF NOVA SCOTIA 47,617 51,170
CENTERPOINT ENERGY RESOURCES CORP 27,374 29,728
CIGNA GROUP 41,293 45,293
COMCAST CORP-CL A 24,560 24,602
ELEVANCE HEALTH IN 52,461 47,694
ERP OPERATING LP 46,960 50,267
FEDERATED HERMES ULTRASHORT BOND FUND 205,000 209,020
FLORIDA POWER & LIGHT 66,827 69,664
GENERAL DYNAMICS CORP 78,484 75,147
HARTFORD TOTAL RETURN BOND FUND 59,933 61,282
HP INC 44,268 48,589
INDIANA UNIV REVENUES 25,082 24,657
INTERCONTINENTAL EXCHANGE 50,010 49,362
ISHARES 1-3 YEAR TREASURY BOND ETF 198,375 200,424
ISHARES CORE U.S. AGGREGATE BOND ETF 150,331 154,414
NATIONAL RURAL UTIL COOP 5% 49,770 51,637
PHOENIX AZ CIVIC IMPT CORP 75,578 69,500
VIRGINIA ELECTRIC & POWER CO 49,105 49,613
KROGER CO/THE 28,920 30,217
MARYLAND ST STADIUM AUTH REVEN TXBL-BASEBALL STADIUM ISSUE 50,665 50,708
SIMON PROPERTY GROUP LP 37,294 39,876
T-MOBILE USA INC 38,509 40,818
TORONTO-DOMINION BANK/THE 40,321 41,774
YONKERS NY TXBL-SER D 27 SEP 2024 50,599 50,369
INFINITY Q DIVERSIFIED ALPHA SPECIAL RESERVE 0 1,995

TY 2025 InvestmentsCorpStockSchedule
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
Name of Stock End of Year Book Value End of Year Fair Market Value
ADVANCED MICRO DEVICES 2,979 7,496
ALPHABET INC CL C 11,530 34,430
AMAZON.COM INC 9,915 24,236
APPLE INC 4,951 39,963
ARTISAN HIGH INCOME FUND 70,000 63,513
ARTISAN INTERNATIONAL SMALL-MID FUND 17,023 24,154
AT&T INC 10,325 13,041
BANK OF AMERICA CORP. 4,312 11,825
BERKSHIRE HATHAWAY INC 6,633 15,080
BLACKROCK STRATEGIC INCOME OPPORTUNITIES 64,586 68,065
BLACKSTONE INC. 2,996 6,166
CHEVRON CORPORATION 6,335 8,383
CITIGROUP INC 5,031 11,086
COSTCO WHOLESALE GROUP 4,312 12,935
DELTA AIR LINES 5,976 11,451
ELI LILY & CO 1,516 5,373
EXXON MOBIL CORP 5,142 6,017
FREEPORT-MCMORAN INC 4,860 7,619
GILEAD SCIENCES INC 7,817 11,660
GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF 38,116 49,845
GOLDMAN SACHS GROUP 4,113 17,580
HOME DEPOT 3,373 5,162
INFINITY Q DIVERSIFIED ALPHA FUND 10,652 0
ISHARES CORE MSCI EMERGING MARKETS ETF 26,625 38,652
ISHARES MSCI EAFE ETF 35,316 51,440
JOHNSON & JOHNSON 5,143 8,278
LOCKHEED MARTIN CORP 4,969 7,255
MADISON MID CAP FUND 40,365 37,900
MARRIOTT INTERNATIONAL 4,073 9,307
MICROSOFT CORP 2,718 26,115
MORGAN STANLEY 4,380 11,539
NETFLIX INC 3,635 14,064
NEUBERGER BERMAN LONG SHORT FUND 18,702 21,985
NEXTERA ENERGY 4,667 6,422
NISOURCE INC 4,031 6,264
NVIDIA CORP 2,843 41,030
ORACLE CORP 12,096 21,440
PALANTIR TECHNOLOGIES INC 5,179 22,219
PALO ALTO NETWORKS INC. 6,445 10,131
PARKER HENNIFIN CORP 5,532 13,184
PROLOGIS INC 5,746 5,106
SEGALI BRYANT & HAMILL SMALL CAP VALUE FUND 26,426 29,944
SHOPIFY INC 3,042 14,487
SIMON PROPERTY GROUP 1,515 5,553
SPOTIFY TECHNOLOGY SA 4,648 8,711
STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND 30,000 29,601
THERMO FISCHER SCIENTIFIC INC 2,784 5,795
TJX COS INC 4,411 8,449
UBER TECHNOLOGIES INC. 7,249 10,622
VANGUARD DEVELOPED MARKETS INDEX FUND 65,414 100,141
VANGUARD EXTENDED MARKET INDEX FUND 55,864 137,276
VANGUARD INSTITUTIONAL INDEX FUND 88,865 191,600
VANGUARD SHORT-TERM INVESTMENT GRADE FUND 215,883 212,579
VANGUARD SMALL CAP INDEX FUND 55,790 74,568
VISA INC 2,861 8,066
WAL MART STORES INC 3,951 11,141
WASTE MANAGEMENT 1,773 4,394
QUANTA SERVICES INC 3,863 6,331
TESLA INC 7,805 8,994
PNC FINANCIAL SERVICES GROUP INC/THE 3,948 5,218
PROGRESSIVE CORP/THE 3,981 3,416
UNITEDHEALTH GROUP INC 12,580 9,903
BROADCOM INC 9,197 19,036
MFS INSTITUTIONAL TRUST - MFS INTERNATIONAL EQUITY FUND 14,044 14,215
DODGE & COX EMERGING MARKETS STOCK FUND 15,033 19,213

TY 2025 InvestmentsGovtObligationsSch
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

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


50,000
State & Local Government Securities - End of Year Fair Market Value:


49,783


TY 2025 OtherDecreasesSchedule
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
Description Amount
BASIS ADJUSTMENT 6,181


TY 2025 OtherExpensesSchedule
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHECK FEE 284 0   284


TY 2025 OtherProfessionalFeesSchedule
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKER MANAGEMENT FEES 19,566 19,566   0


TY 2025 TaxesSchedule
Name:
WOCHINSKE FAMILY FOUNDATION INC
EIN:
26-3539749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 490 490   0
EXCISE TAX 1,069 0   0