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
TRIESCHMANN FOUNDATION
MICHEAL TRIESCHMANN
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 427
  Room/suite
City or town
MELLEN
State or province
WI
Country  
ZIP or foreign postal code
54546
A Employer identification number

36-2532691
B Telephone number (see instructions)

7156810038
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)$1,097,003J 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 519 519 519
4 Dividends and interest from securities... 26,230 26,230 26,230
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
42,679
b Gross sales price for all assets on line 6a 418,898
7 Capital gain net income (from Part IV, line 2)... 56
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........ 69,428 26,805 26,749
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
1,250 1,250 1,250 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,000 17,000 17,000 17,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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
9,238 9,238 9,238 9,238
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,488 27,488 27,488 27,488
25 Contributions, gifts, grants paid....... 39,850 39,850
26 Total expenses and disbursements. Add lines 24 and 25 ................ 67,338 27,488 27,488 67,338
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,090
b Net investment income (if negative, enter -0-) 0
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......... 12,202 28,618 28,618
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)....... 1,010,543 Click to see attachment
List of Attached Documents:
// Content
1,068,385 		1,068,385
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)..........      
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) 1,022,745 1,097,003 1,097,003
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
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........... 1,022,745 1,097,003
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)..... 1,022,745 1,097,003
30 Total liabilities and net assets/fund balances (see instructions). 1,022,745 1,097,003
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
1,022,745
2
Enter amount from Part I, line 27a .....................
2
2,090
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
72,168
4
Add lines 1, 2, and 3 ..........................
4
1,097,003
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,097,003
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.)
1a
b
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
b
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
b
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 56
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 0
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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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 ofMICHEAL TRIESCHMANN Telephone no. (715) 681-0038

Located atPO BOX 427MELLENWI ZIP+454546
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
 
 
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
MICHEAL TRIESCHMANN TRUSTEE
5.00 		0 0 0
PO BOX 427
MELLEN,WI54546
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...................  
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
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
1,039,464
b
Average of monthly cash balances.......................
1b
20,410
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,059,874
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,059,874
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,898
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,043,976
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
52,199
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
52,199
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
52,199
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
52,199
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
52,199
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
67,338
b
Program-related investments—total from Part VIII-B..................
1b
 
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
67,338
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 52,199
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 4,961
c From 2022...... 6,427
d From 2023......  
e From 2024...... 19,938
f Total of lines 3a through e ........ 31,326
4Qualifying distributions for 2025 from Part
XI, line 4: $ 67,338
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 52,199
e Remaining amount distributed out of corpus 15,139
5 Excess distributions carryover applied to 2025.    
(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 46,465
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		46,465
10 Analysis of line 9:
a Excess from 2021 .... 4,961
b Excess from 2022 .... 6,427
c Excess from 2023 ....  
d Excess from 2024 .... 19,938
e Excess from 2025 .... 15,139
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

SUPERIOR RIVERS WATERSHED ASSOCIATI

ON FILE
ON FILE,WI54806 		    DONATION 500

WI WETLANDS ASSOC

ON FILE
ON FILE,WI54806 		    DONATION 1,175

WI WETLANDS ASSOC

ON FILE
ON FILE,WI54806 		    DONATION 175

FRIENDS OF COPPER FALLS STATE PARK

ON FILE
ON FILE,WI54806 		    DONATION 100

SHOWER CHAIR GROUP

ON FILE
ON FILE,WI54806 		    DONATION 100

SAINT MARTINDO PORRES HS

ON FILE
ON FILE,WI54806 		    DONATION 2,000

WINNETKA HISTORICAL SOCIETY

ON FILE
ON FILE,WI54806 		    DONATION 2,000

KEISER UNIVERSITY ATHLETICS

ON FILE
ON FILE,WI54806 		    DONATION 2,000

CUMBERLAND CLEAR KAYO & FAMILY

ON FILE
ON FILE,WI54806 		    DONATION 5,500

APPALACHIAN SOCIETY OF THE ARTS

ON FILE
ON FILE,WI54806 		    DONATION 500

CRISTO REY ST MARTIN COLLEGE PREP

ON FILE
ON FILE,WI54806 		    DONATION 2,000

I REACH GLOBAL

ON FILE
ON FILE,WI54806 		    DONATION 2,000

CAMP TRIDENT

ON FILE
ON FILE,WI54806 		    DONATION 500

LEAGUE OF ANIMAL PROTECTION

ON FILE
ON FILE,WI54806 		    DONATION 2,000

SUPERIOR RIVERS WATERSHED ASSOCIATI

ON FILE
ON FILE,WI54806 		    DONATION 1,000

IL ASSOCIATION OF FREE & CHARITABLE

ON FILE
ON FILE,WI54806 		    DONATION 1,000

CHICAGO PSYCHOANALYTIC INSTITUTE

ON FILE
ON FILE,WI54806 		    DONATION 1,000

ST JOSEPH FRANCIS XAVIER PARISH

ON FILE
ON FILE,WI54806 		    DONATION 500

THE CHICAGO COALITION FOR FAMILY BU

ON FILE
ON FILE,WI54806 		    DONATION 1,000

NORTHERN MENDOCINO ECOSYSTEM

ON FILE
ON FILE,WI54806 		    DONATION 500

INTER TRIBAL SINKONE WILDERNESS LAN

ON FILE
ON FILE,WI54806 		    DONATION 1,000

MEDOCINO HAND TRUST

ON FILE
ON FILE,WI54806 		    DONATION 500

AMERICAN RED CROSS

ON FILE
ON FILE,WI54806 		    DONATION 1,500

CANINE COMPANONS FOR INDEPENDENCE

ON FILE
ON FILE,WI54806 		    DONATION 500

CABLE NATURAL HISTORY MUSEUM

ON FILE
ON FILE,WI54806 		    DONATION 500

INTERNATIONAL CRANE FOUNDATION

ON FILE
ON FILE,WI54806 		    DONATION 500

WI PUBLIC RADIO

ON FILE
ON FILE,WI54806 		    DONATION 250

THE NATURE CONSERVANCE

ON FILE
ON FILE,WI54806 		    DONATION 250

WISCONSIN WETLANDS ASSOC

ON FILE
ON FILE,WI54806 		    DONATION 500

HOLDEN FOREST & GARDENS

ON FILE
ON FILE,WI54806 		    DONATION 300

REBUILDING TOGETHER

ON FILE
ON FILE,WI54806 		    DONATION 1,000

CHICAGO PSYCHOANALYTIC INSTITUTE

ON FILE
ON FILE,WI54806 		    DONATION 1,000

WINGS FOR HEROES

ON FILE
ON FILE,WI54806 		    DONATION 2,000

RAINBOW ANIMAL SANCTUARY

ON FILE
ON FILE,WI54806 		    DONATION 1,000

CHURCH OF THE WHITE EAGLE LODGE

ON FILE
ON FILE,WI54806 		    DONATION 1,000

NORTHERN ARIZONA UNIVERSITY

ON FILE
ON FILE,WI54806 		    DONATION 1,000

YOUTH JOB CENTER

ON FILE
ON FILE,WI54806 		    DONATION 1,000

FRIENDS OF COPPER FALLS STATE PARK

ON FILE
ON FILE,WI54806 		    DONATION 500
Total ................................. 3a 39,850
bApproved for future payment
Total ................................. 3b  
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 ........... 		        519
4 Dividends and interest from securities ....         26,230
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 ............ 		        42,679
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) ..     69,428
13Total. Add line 12, columns (b), (d), and (e)..................
13
69,428
(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:
TRIESCHMANN FOUNDATION
 
MICHEAL TRIESCHMANN
EIN:
36-2532691
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 1,250 1,250 1,250 1,250

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

TY 2025 GainLossSaleOtherAssetsSch
Name:
TRIESCHMANN FOUNDATION
 
MICHEAL TRIESCHMANN
EIN:
36-2532691
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PAYCHEX INC COM USD0.01 2024-07 PURCHASE 2025-02   753 592     161  
PAYCHEX INC COM USD0.01 2024-07 PURCHASE 2025-01   1,401 1,184     217  
TJX COMPANIES INC 2024-07 PURCHASE 2025-02   614 566     48  
PNC FINANCIAL SERVICES GROUP COM USD 2025-10 PURCHASE 2025-12   20,112 18,260     1,852  
PNC FINANCIAL SERVICES GROUP COM USD 2025-10 PURCHASE 2025-11   926 913     13  
MARSH COMMON STOCK 2024-07 PURCHASE 2025-02   1,168 1,080     88  
CISCO SYSTEMS INC 2025-02 PURCHASE 2025-11   714 644     70  
CISCO SYSTEMS INC 2024-07 PURCHASE 2025-02   11,885 9,336     2,549  
SYSCO CORP 2024-07 PURCHASE 2025-02   742 709     33  
AMGEN INC 2024-07 PURCHASE 2025-01   1,344 1,622     -278  
CORNING INC 2024-07 PURCHASE 2025-01   2,322 2,247     75  
WASTE MANAGEMENT INC 2024-07 PURCHASE 2025-01   1,033 1,059     -26  
CUMMINS INC 2024-07 PURCHASE 2025-01   1,801 1,403     398  
MCDONALD S CORP 2024-07 PURCHASE 2025-01   1,415 1,263     152  
GILEAD SCIENCES INC COM USD0.001 2024-11 PURCHASE 2025-11   1,208 897     311  
GILEAD SCIENCES INC COM USD0.001 2024-11 PURCHASE 2025-02   1,116 897     219  
JPMORGAN CHASE &CO. COM 2024-07 PURCHASE 2025-02   24,288 20,772     3,516  
TARGET CORP 2024-07 PURCHASE 2025-05   6,867 10,458     -3,591  
TARGET CORP 2024-07 PURCHASE 2025-05   4,905 7,664     -2,759  
TARGET CORP 2024-07 PURCHASE 2025-02   1,274 1,533     -259  
STARBUCKS CORP COM USD0.001 2024-11 PURCHASE 2025-02   569 485     84  
PEPSICO INC 2024-07 PURCHASE 2025-02   784 812     -28  
PEPSICO INC 2024-07 PURCHASE 2025-01   722 812     -90  
EXXON MOBIL CORP COM 2025-01 PURCHASE 2025-11   1,206 1,120     86  
STANLEY BLACK & DECKER INC 2024-12 PURCHASE 2025-11   678 845     -167  
STANLEY BLACK & DECKER INC 2024-12 PURCHASE 2025-02   442 422     20  
NEWMONT CORP COM ISIN US6516391066 2024-07 PURCHASE 2025-04   11,014 9,236     1,778  
NEWMONT CORP COM ISIN US6516391066 2024-07 PURCHASE 2025-01   391 462     -71  
AT&T INC COM USD1 2025-09 PURCHASE 2025-11   1,133 1,266     -133  
AT&T INC COM USD1 2025-01 PURCHASE 2025-09   4,398 3,338     1,060  
MICROSOFT CORP 2024-07 PURCHASE 2025-01   2,083 2,273     -190  
TEXAS INSTRUMENTS INC COM USD1.00 2024-07 PURCHASE 2025-02   1,011 1,012     -1  
TEXAS INSTRUMENTS INC COM USD1.00 2024-07 PURCHASE 2025-01   1,907 2,024     -117  
NETAPP INC 2024-07 PURCHASE 2025-01   1,144 1,332     -188  
PROLOGIS INC. COM 2024-08 PURCHASE 2025-02   614 606     8  
PROLOGIS INC. COM 2024-08 PURCHASE 2025-01   1,570 1,817     -247  
UNITED PARCEL SERVICE INC CL B 2024-07 PURCHASE 2025-01   625 691     -66  
MONDELEZ INTL INC COM NPV 2024-10 PURCHASE 2025-02   328 358     -30  
MONDELEZ INTL INC COM NPV 2024-10 PURCHASE 2025-01   562 717     -155  
ISHARES TR PFD AND INCM SEC 2024-07 PURCHASE 2025-01   464 477     -13  
CALL (SYY) SYSCO CORP MAY 16 25 80 2025-05 PURCHASE 2025-02   81       81  
CALL (GSK) GSK PLC SPON ADS JUN 20 2 2025-06 PURCHASE 2025-04   151       151  
DOLLAR GEN CORP NEW COM 2025-05 PURCHASE 2025-11   509 509        
DUKE ENERGY CORP NEWCOM NEW ISIN US 2025-04 PURCHASE 2025-11   1,240 1,206     34  
DUKE ENERGY CORP NEWCOM NEW ISIN US 2024-07 PURCHASE 2025-04   2,325 2,079     246  
DUKE ENERGY CORP NEWCOM NEW ISIN US 2024-11 PURCHASE 2025-04   20,925 20,196     729  
DUKE ENERGY CORP NEWCOM NEW ISIN US 2024-11 PURCHASE 2025-01   2,125 2,244     -119  
ABBVIE INC COM USD0.01 2025-03 PURCHASE 2025-12   16,412 14,304     2,108  
GSK PLC SPON ADS EACH REP 2 ORD SHS 2025-04 PURCHASE 2025-11   1,207 919     288  
CALL (CMCSA) COMCAST CORP JAN 17 25 2025-01 PURCHASE 2024-09   187       187  
BROADCOM INC COM 2024-07 PURCHASE 2025-01   21,582 15,371     6,211  
CALL (CSCO) CISCO SYSTEMS INC JAN 17 2025-01 PURCHASE 2024-10   259 727     -468  
CALL (CVX) CHEVRON CORP NEW COMJAN 1 2025-01 PURCHASE 2024-09   156       156  
CALL (DUK) DUKE ENERGY CORP NEWJAN 1 2025-01 PURCHASE 2024-11   269       269  
CALL (JNJ) JOHNSON &JOHNSON COMJAN 1 2025-01 PURCHASE 2024-08   709       709  
CALL (LYB) LYONDELLBASELL JAN 17 25 2025-01 PURCHASE 2024-09   114       114  
CALL (MRK) MERCK &CO. INC COM JAN 17 2025-01 PURCHASE 2024-10   194       194  
CALL (PRU) PRUDENTIAL FINANCIALJAN 1 2025-01 PURCHASE 2024-09   114       114  
CALL (NEE) NEXTERA ENERGY INC JAN 17 2025-01 PURCHASE 2024-10   163       163  
CALL (PG) PROCTER AND GAMBLE JAN 17 2025-01 PURCHASE 2024-10   182       182  
CALL (SBUX) STARBUCKS CORP COM JAN 1 2025-01 PURCHASE 2024-11   73       73  
CALL (XOM) EXXON MOBIL CORP JUN 20 2 2025-06 PURCHASE 2025-01   141       141  
CALL (TXN) TEXAS INSTRUMENTS JAN 17 2025-01 PURCHASE 2024-10   164       164  
CALL (WM) WASTE MANAGEMENT INCJAN 17 2025-01 PURCHASE 2024-10   192       192  
CALL (NEM) NEWMONT CORP COM JAN 17 2 2025-01 PURCHASE 2024-09   139       139  
CALL (GILD) GILEAD SCIENCES INC JAN 2025-01 PURCHASE 2024-11   70       70  
CALL (MRK) MERCK &CO. INC COM DEC 19 2025-12 PURCHASE 2025-10   67 161     -94  
CALL (MRK) MERCK &CO. INC COM DEC 19 2025-11 PURCHASE 2025-10   67 35     32  
CALL (MDLZ) MONDELEZ INTL INC JAN 17 2025-01 PURCHASE 2024-10   129       129  
CALL (MSFT) MICROSOFT CORP JUN 20 25 2025-06 PURCHASE 2025-02   455 1,532     -1,077  
CALL (MSFT) MICROSOFT CORP DEC 19 25 2025-12 PURCHASE 2025-09   2,608       2,608  
CALL (TJX) TJX COMPANIES INC JAN 17 2025-01 PURCHASE 2024-10   141       141  
CALL (TGT) TARGET CORP JUN 20 25 16 2025-05 PURCHASE 2025-02   194 3     191  
CALL (NEE) NEXTERA ENERGY INC SEP 19 2025-09 PURCHASE 2025-06   177       177  
CALL (AAPL) APPLE INC SEP 19 25 230 2025-09 PURCHASE 2025-06   422 1,403     -981  
CALL (TXN) TEXAS INSTRUMENTS APR 17 2025-04 PURCHASE 2025-01   155       155  
CALL (CMCSA) COMCAST CORP JAN 16 26 2025-10 PURCHASE 2025-10   145 124     21  
CALL (KMI) KINDER MORGAN INC JUN 20 2025-06 PURCHASE 2025-03   275       275  
CALL (CSCO) CISCO SYSTEMS INC SEP 19 2025-09 PURCHASE 2025-06   125       125  
CALL (LYB) LYONDELLBASELL JUN 20 25 2025-06 PURCHASE 2025-03   109       109  
CALL (MS) MORGAN STANLEY COM JAN 16 2025-11 PURCHASE 2025-10   3,131 3,296     -165  
CALL (PRU) PRUDENTIAL FINANCIALJUN 2 2025-06 PURCHASE 2025-01   133       133  
CALL (ABBV) ABBVIE INC COM JUN 20 25 2025-06 PURCHASE 2025-03   270       270  
CALL (NTAP) NETAPP INC MAR 21 25 14 2025-03 PURCHASE 2024-12   288       288  
CALL (CMCSA) COMCAST CORP JUN 20 25 2025-06 PURCHASE 2025-01   262       262  
CALL (MDT) MEDTRONIC PLC JUN 20 25 2025-06 PURCHASE 2025-02   388       388  
CALL (NEE) NEXTERA ENERGY INC JUN 20 2025-06 PURCHASE 2025-01   215       215  
CALL (MDLZ) MONDELEZ INTL INC JUN 20 2025-06 PURCHASE 2025-01   135 311     -176  
CALL (TJX) TJX COMPANIES INC JUN 20 2025-06 PURCHASE 2025-01   200       200  
CALL (NTAP) NETAPP INC JUN 20 25 11 2025-06 PURCHASE 2025-03   347       347  
CALL (MSFT) MICROSOFT CORP SEP 19 25 2025-09 PURCHASE 2025-06   2,061 2,098     -37  
CALL (WM) WASTE MANAGEMENT INCJUN 20 2025-06 PURCHASE 2025-04   570       570  
CALL (PEP) PEPSICO INC MAR 21 25 18 2025-03 PURCHASE 2024-10   260       260  
CALL (NEM) NEWMONT CORP COM JUN 20 2 2025-03 PURCHASE 2025-01   144 187     -43  
CALL (MDT) MEDTRONIC PLC FEB 21 25 2025-02 PURCHASE 2024-11   931 97     834  
CALL (SYY) SYSCO CORP FEB 21 25 80 2025-02 PURCHASE 2024-11   80       80  
CALL (GLW) CORNING INC JUN 20 25 55 2025-06 PURCHASE 2025-03   483       483  
CALL (PLD) PROLOGIS INC. COM FEB 21 2025-02 PURCHASE 2024-11   123       123  
CALL (GLW) CORNING INC NOV 21 25 60 2025-11 PURCHASE 2025-06   192 4,411     -4,219  
CALL (GLW) CORNING INC NOV 21 25 60 2025-11 PURCHASE 2025-06   96 2,782     -2,686  
CALL (GLW) CORNING INC NOV 21 25 60 2025-08 PURCHASE 2025-06   289 2,042     -1,753  
CALL (AVGO) BROADCOM INC COM FEB 21 2025-02 PURCHASE 2024-10   272       272  
CALL (AVGO) BROADCOM INC COM FEB 21 2025-01 PURCHASE 2024-10   272 829     -557  
CALL (LYB) LYONDELLBASELL MAR 21 25 2025-03 PURCHASE 2024-12   56       56  
CALL (LYB) LYONDELLBASELL MAR 21 25 2025-03 PURCHASE 2025-01   49       49  
CALL (KMI) KINDER MORGAN INC MAR 21 2025-03 PURCHASE 2024-11   298       298  
CALL (MSFT) MICROSOFT CORP FEB 21 25 2025-02 PURCHASE 2024-10   524       524  
CALL (JNJ) JOHNSON &JOHNSON COMAPR 1 2025-04 PURCHASE 2025-01   115 418     -303  
CALL (PG) PROCTER AND GAMBLE APR 17 2025-04 PURCHASE 2025-01   121       121  
CALL (MS) MORGAN STANLEY COM APR 17 2025-04 PURCHASE 2025-01   3,868       3,868  
CALL (AAPL) APPLE INC FEB 21 25 270 2025-02 PURCHASE 2024-10   494       494  
CALL (MRK) MERCK &CO. INC COM APR 17 2025-04 PURCHASE 2025-01   125       125  
CALL (SBUX) STARBUCKS CORP COM APR 1 2025-04 PURCHASE 2025-01   77       77  
CALL (SWK) STANLEY BLACK & APR 17 25 2025-04 PURCHASE 2024-12   137       137  
CALL (T) AT&T INC COM USD1 APR 17 25 2025-04 PURCHASE 2025-01   265 1,828     -1,563  
CALL (WM) WASTE MANAGEMENT INCAPR 17 2025-04 PURCHASE 2025-01   178 420     -242  
CALL (MS) MORGAN STANLEY COM FEB 21 2025-01 PURCHASE 2024-10   1,380 3,608     -2,228  
CALL (TGT) TARGET CORP FEB 21 25 18 2025-02 PURCHASE 2024-10   185       185  
CALL (MDT) MEDTRONIC PLC SEP 19 25 2025-09 PURCHASE 2025-06   170 374     -204  
CALL (PRU) PRUDENTIAL FINANCIALSEP 1 2025-09 PURCHASE 2025-06   138       138  
CALL (MS) MORGAN STANLEY COM JUL 18 2025-07 PURCHASE 2025-04   233 2,425     -2,192  
CALL (GILD) GILEAD SCIENCES INC MAY 2025-05 PURCHASE 2025-01   121       121  
CALL (XOM) EXXON MOBIL CORP COMSEP 1 2025-09 PURCHASE 2025-06   122       122  
CALL (PLD) PROLOGIS INC. COM MAY 16 2025-05 PURCHASE 2025-02   127       127  
CALL (LYB) LYONDELLBASELL SEP 19 25 2025-08 PURCHASE 2025-06   80 28     52  
CALL (MDLZ) MONDELEZ INTL INC SEP 19 2025-09 PURCHASE 2025-06   489       489  
CALL (NTAP) NETAPP INC SEP 19 25 12 2025-09 PURCHASE 2025-06   226 43     183  
CALL (PAYX) PAYCHEX INC COM FEB 21 2 2025-02 PURCHASE 2024-11   1,944 2,016     -72  
CALL (DUK) DUKE ENERGY CORP NEWJUL 1 2025-07 PURCHASE 2025-04   239       239  
CALL (FAST) FASTENAL COM STK FEB 21 2025-02 PURCHASE 2024-11   160       160  
CALL (JNJ) JOHNSON &JOHNSON COMJUL 1 2025-07 PURCHASE 2025-04   623 449     174  
CALL (MRK) MERCK &CO. INC COM JUL 18 2025-07 PURCHASE 2025-04   151       151  
CALL (NEE) NEXTERA ENERGY INC DEC 19 2025-12 PURCHASE 2025-09   69       69  
CALL (NEE) NEXTERA ENERGY INC DEC 19 2025-11 PURCHASE 2025-09   69 427     -358  
CALL (PG) PROCTER AND GAMBLE JUL 18 2025-07 PURCHASE 2025-04   140       140  
CALL (PEP) PEPSICO INC JUL 18 25 16 2025-07 PURCHASE 2025-03   171       171  
CALL (SBUX) STARBUCKS CORP COM JUL 1 2025-07 PURCHASE 2025-04   106       106  
CALL (SWK) STANLEY BLACK & JUL 18 25 2025-07 PURCHASE 2025-04   79       79  
CALL (ABBV) ABBVIE INC COM AUG 15 25 2025-08 PURCHASE 2025-06   187 456     -269  
CALL (GLW) CORNING INC MAR 21 25 55 2025-03 PURCHASE 2024-12   330       330  
CALL (GLW) CORNING INC MAR 21 25 55 2025-01 PURCHASE 2024-12   55 38     17  
CALL (AAPL) APPLE INC JUN 20 25 285 2025-06 PURCHASE 2025-02   490       490  
CALL (AVGO) BROADCOM INC COM JUN 20 2025-06 PURCHASE 2025-02   339       339  
CALL (T) AT&T INC COM USD1 JUL 18 25 2025-07 PURCHASE 2025-04   2,016 2,819     -803  
CALL (AVGO) BROADCOM INC COM DEC 19 2025-12 PURCHASE 2025-09   3,526 3,513     13  
CALL (AVGO) BROADCOM INC COM SEP 19 2025-09 PURCHASE 2025-06   276 3,127     -2,851  
CALL (GILD) GILEAD SCIENCES INC AUG 2025-08 PURCHASE 2025-05   158       158  
CALL (ABBV) ABBVIE INC COM AUG 15 25 2025-08 PURCHASE 2025-08   607 622     -15  
CALL (JPM) JPMORGAN CHASE &CO. MAY 1 2025-05 PURCHASE 2025-02   210       210  
CALL (PLD) PROLOGIS INC. COM AUG 15 2025-08 PURCHASE 2025-05   123       123  
CALL (SYY) SYSCO CORP AUG 15 25 80 2025-08 PURCHASE 2025-05   73 243     -170  
CALL (KMI) KINDER MORGAN INC SEP 19 2025-09 PURCHASE 2025-06   347       347  
CALL (PAYX) PAYCHEX INC COM APR 17 2 2025-04 PURCHASE 2025-02   2,104 1,211     893  
CALL (CVX) CHEVRON CORP NEW COMAPR 1 2025-04 PURCHASE 2025-01   137       137  
CALL (DUK) DUKE ENERGY CORP NEWOCT 1 2025-10 PURCHASE 2025-07   184       184  
CALL (CMCSA) COMCAST CORP OCT 17 25 2025-10 PURCHASE 2025-06   154       154  
CALL (CSCO) CISCO SYSTEMS INC JUN 20 2025-06 PURCHASE 2025-02   151       151  
CALL (JNJ) JOHNSON &JOHNSON COMOCT 1 2025-08 PURCHASE 2025-07   546 1,458     -912  
CALL (MRK) MERCK &CO. INC COM OCT 17 2025-10 PURCHASE 2025-07   194       194  
CALL (PG) PROCTER AND GAMBLE OCT 17 2025-10 PURCHASE 2025-07   194       194  
CALL (PEP) PEPSICO INC OCT 17 25 16 2025-10 PURCHASE 2025-07   126       126  
CALL (SBUX) STARBUCKS CORP COM OCT 1 2025-10 PURCHASE 2025-07   131       131  
CALL (SWK) STANLEY BLACK & OCT 17 25 2025-10 PURCHASE 2025-07   90       90  
CALL (TJX) TJX COMPANIES INC OCT 17 2025-10 PURCHASE 2025-06   165 663     -498  
CALL (WM) WASTE MANAGEMENT INCOCT 17 2025-10 PURCHASE 2025-06   261       261  
CALL (DG) DOLLAR GEN CORP NEW AUG 15 2025-08 PURCHASE 2025-05   131       131  
CALL (ABBV) ABBVIE INC COM NOV 21 25 2025-10 PURCHASE 2025-08   692 2,297     -1,605  
CALL (GILD) GILEAD SCIENCES INC NOV 2025-11 PURCHASE 2025-08   175       175  
CALL (GSK) GSK PLC SPON ADS NOV 21 2 2025-11 PURCHASE 2025-06   226 1,413     -1,187  
CALL (GSK) GSK PLC SPON ADS NOV 21 2 2025-11 PURCHASE 2025-06   57 329     -272  
CALL (MDT) MEDTRONIC PLC NOV 21 25 2025-11 PURCHASE 2025-09   281 680     -399  
CALL (MDT) MEDTRONIC PLC NOV 21 25 2025-11 PURCHASE 2025-09   281 216     65  
CALL (SYY) SYSCO CORP NOV 21 25 82. 2025-11 PURCHASE 2025-08   322       322  
CALL (PLD) PROLOGIS INC. COM NOV 21 2025-11 PURCHASE 2025-08   130 127     3  
CALL (PAYX) PAYCHEX INC COM AUG 15 2 2025-08 PURCHASE 2025-04   1,359 615     744  
CALL (CVX) CHEVRON CORP NEW COMJUL 1 2025-07 PURCHASE 2025-04   150       150  
CALL (JPM) JPMORGAN CHASE &CO. DEC 1 2025-12 PURCHASE 2025-08   461       461  
CALL (DG) DOLLAR GEN CORP NEW NOV 21 2025-11 PURCHASE 2025-08   144       144  
CALL (TXN) TEXAS INSTRUMENTS NOV 21 2025-11 PURCHASE 2025-08   259       259  
CALL (NTAP) NETAPP INC DEC 19 25 14 2025-12 PURCHASE 2025-09   160       160  
CALL (NTAP) NETAPP INC DEC 19 25 14 2025-11 PURCHASE 2025-09   160 38     122  
CALL (FAST) FASTENAL COM STK JUN 20 2025-06 PURCHASE 2025-02   168       168  
CALL (JPM) JPMORGAN CHASE &CO. AUG 1 2025-08 PURCHASE 2025-05   249       249  
CALL (FAST) FASTENAL COM STK SEP 19 2025-09 PURCHASE 2025-06   186 892     -706  
CALL (FAST) FASTENAL COM STK NOV 21 2025-11 PURCHASE 2025-09   1,075       1,075  
CALL (PAYX) PAYCHEX INC COM NOV 21 2 2025-11 PURCHASE 2025-08   776       776  
CALL (MS) MORGAN STANLEY COM NOV 21 2025-10 PURCHASE 2025-07   2,631 6,064     -3,433  
CALL (XOM) EXXON MOBIL CORP COMNOV 2 2025-11 PURCHASE 2025-09   79       79  
CALL (ABBV) ABBVIE INC COM OCT 17 25 2025-08 PURCHASE 2025-08   793 797     -4  
CALL (CVX) CHEVRON CORP NEW COMOCT 1 2025-10 PURCHASE 2025-07   141       141  
CALL (JNJ) JOHNSON &JOHNSON COMNOV 2 2025-11 PURCHASE 2025-08   1,577 4,099     -2,522  
CALL (CSCO) CISCO SYSTEMS INC NOV 21 2025-11 PURCHASE 2025-09   62 293     -231  
CALL (CSCO) CISCO SYSTEMS INC NOV 21 2025-11 PURCHASE 2025-09   62 90     -28  
CALL (SBUX) STARBUCKS CORP COM DEC 1 2025-12 PURCHASE 2025-10   59       59  
CALL (PEP) PEPSICO INC DEC 19 25 16 2025-12 PURCHASE 2025-10   108       108  
CALL (T) AT&T INC COM USD1 DEC 19 25 2025-12 PURCHASE 2025-10   190       190  
CALL (T) AT&T INC COM USD1 DEC 19 25 2025-11 PURCHASE 2025-10   24 4     20  
CALL (DUK) DUKE ENERGY CORP NEWNOV 2 2025-11 PURCHASE 2025-10   43       43  
CALL (DUK) DUKE ENERGY CORP NEWNOV 2 2025-11 PURCHASE 2025-10   43 5     38  
CALL (MDLZ) MONDELEZ INTL INC NOV 21 2025-11 PURCHASE 2025-09   82       82  
CALL (KMI) KINDER MORGAN INC NOV 21 2025-11 PURCHASE 2025-09   145       145  
CALL (KMI) KINDER MORGAN INC NOV 21 2025-11 PURCHASE 2025-09   18 2     16  
CALL (WM) WASTE MANAGEMENT INCNOV 21 2025-11 PURCHASE 2025-10   136       136  
APPLE INC 2018-06 PURCHASE 2025-11   4,098 695     3,403  
APPLE INC 2018-06 PURCHASE 2025-01   3,507 695     2,812  
FASTENAL COM STK USD0.01 2024-07 PURCHASE 2025-11   1,035 805     230  
NEXTERA ENERGY INC COM USD0.01 2024-07 PURCHASE 2025-11   851 744     107  
PAYCHEX INC COM USD0.01 2024-07 PURCHASE 2025-11   559 592     -33  
CHEVRON CORP NEW COM 2024-07 PURCHASE 2025-11   1,574 1,565     9  
TJX COMPANIES INC 2024-07 PURCHASE 2025-11   1,459 1,131     328  
JOHNSON &JOHNSON COM 2016-07 PURCHASE 2025-11   1,908 1,231     677  
JOHNSON &JOHNSON COM 2016-07 PURCHASE 2025-02   829 616     213  
PROCTER AND GAMBLE CO COM 2016-07 PURCHASE 2025-11   735 424     311  
PROCTER AND GAMBLE CO COM 2016-07 PURCHASE 2025-02   865 424     441  
SYSCO CORP 2024-07 PURCHASE 2025-11   748 709     39  
MERCK &CO. INC COM 2016-07 PURCHASE 2025-11   897 568     329  
CORNING INC 2024-07 PURCHASE 2025-11   874 449     425  
CORNING INC 2024-07 PURCHASE 2025-11   13,429 7,190     6,239  
CORNING INC 2024-07 PURCHASE 2025-08   18,086 12,582     5,504  
MORGAN STANLEY COM USD0.01 2024-07 PURCHASE 2025-11   4,976 3,154     1,822  
WASTE MANAGEMENT INC 2024-07 PURCHASE 2025-11   1,013 1,059     -46  
AT&T INC COM USD1 2024-07 PURCHASE 2025-09   1,277 842     435  
AT&T INC COM USD1 2015-12 PURCHASE 2025-09   5,674 4,854     820  
AT&T INC COM USD1 2017-08 PURCHASE 2025-09   14,186 14,186        
TEXAS INSTRUMENTS INC COM USD1.00 2024-07 PURCHASE 2025-11   1,604 2,060     -456  
TEXAS INSTRUMENTS INC COM USD1.00 2024-07 PURCHASE 2025-07   18,155 18,155        
NETAPP INC 2024-07 PURCHASE 2025-11   1,105 1,332     -227  
MICROSOFT CORP 2024-07 PURCHASE 2025-11   5,026 4,546     480  
PROLOGIS INC. COM 2024-08 PURCHASE 2025-11   1,258 1,211     47  
STARBUCKS CORP COM USD0.001 2024-11 PURCHASE 2025-11   867 971     -104  
UNITED PARCEL SERVICE INC CL B 2024-07 PURCHASE 2025-10   6,255 8,981     -2,726  
MONDELEZ INTL INC COM NPV 2024-10 PURCHASE 2025-11   570 717     -147  
PRUDENTIAL FINANCIALINC 2018-08 PURCHASE 2025-11   1,074 995     79  
PRUDENTIAL FINANCIALINC 2018-08 PURCHASE 2025-02   555 497     58  
ISHARES TR PFD AND INCM SEC 2024-07 PURCHASE 2025-11   780 796     -16  
COMCAST CORP 2024-07 PURCHASE 2025-10   11,611 15,158     -3,547  
LYONDELLBASELL INDUSTRIES N V COM EU 2024-07 PURCHASE 2025-08   5,777 10,833     -5,056  
LYONDELLBASELL INDUSTRIES N V COM EU 2024-08 PURCHASE 2025-08   4,270 8,236     -3,966  
KINDER MORGAN INC COM USD0.01 2024-11 PURCHASE 2025-11   1,213 1,087     126  
ABBVIE INC COM USD0.01 2016-07 PURCHASE 2025-12   7,034 1,885     5,149  
ABBVIE INC COM USD0.01 2016-07 PURCHASE 2025-11   2,224 628     1,596  
ABBVIE INC COM USD0.01 2016-07 PURCHASE 2025-03   21,079 6,284     14,795  
ABBVIE INC COM USD0.01 2016-07 PURCHASE 2025-01   1,766 628     1,138  
MEDTRONIC PLC 2024-07 PURCHASE 2025-11   950 779     171  
BROADCOM INC COM 2024-07 PURCHASE 2025-11   3,524 1,708     1,816  

TY 2025 InvestmentsCorpStockSchedule
Name:
TRIESCHMANN FOUNDATION
 
MICHEAL TRIESCHMANN
EIN:
36-2532691
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY BROKERAGE ACCOUNT 1,068,385 1,068,385

TY 2025 OtherExpensesSchedule
Name:
TRIESCHMANN FOUNDATION
 
MICHEAL TRIESCHMANN
EIN:
36-2532691
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE SUPPLIES 1,000 1,000 1,000 1,000
INVESTMENT FEES 8,213 8,213 8,213 8,213
WI BUSINESS LICENSE 25 25 25 25


TY 2025 OtherIncreasesSchedule
Name:
TRIESCHMANN FOUNDATION
 
MICHEAL TRIESCHMANN
EIN:
36-2532691
Description Amount
UNREALIZED GAIN 72,168


TY 2025 OtherProfessionalFeesSchedule
Name:
TRIESCHMANN FOUNDATION
 
MICHEAL TRIESCHMANN
EIN:
36-2532691
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUSTEE FEES PAID 17,000 17,000 17,000 17,000