2025-02-19T09:18:28-06:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2023-10-01 396060552 FRANK G & FRIEDA K BROTZ FAMILY FOUNDATION INC FRAN 9204582121 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 STUART BROTZ PRESIDENT 9204582121 2025-02-06 1 1 KIMBERLY ANDERSON P00188889 6086628600 2025-02-06 2023 2025-03-06 01:10:19Z X 23346349 X X 368 368 546117 546117 736656 736656 736656 1283141 1283141 0 0 0 12000 6000 6000 47117 47117 0 19188 0 0 6048 3024 3024 84353 56141 9024 1912115 1912115 1996468 56141 1921139 -713327 1227000 39740 39740 690664 16845 16845 5945008 6093852 5653294 9327030 8925505 17636470 15962702 15075942 23346349 165097 165097 0 X 0 0 0 0 15797605 15075942 15797605 15075942 15962702 15075942 15797605 -713327 0 15084278 8336 15075942 PUBLICLY TRADED SECURITES P 725930 725930 725930 CAPITAL GAINS DIVIDENDS P 10726 10726 10726 736656 17055 0 17055 0 17055 17200 0 0 0 17200 38 107 107 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A JESSE R BROTZ 9204582121 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STUART W BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 PRESIDENT & SECRETARY 5.00 0 0 0 JESSE R BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 TREASURER 1.00 0 0 0 ADAM T BROTZ 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 VICE PRESIDENT 1.00 0 0 0 STUART W BROTZ II 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 TRUSTEE 1.00 0 0 0 JEFFREY T MOHR 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 21518054 107384 0 21625438 0 0 21625438 324382 21301056 1065053 1065053 17055 17055 1047998 0 1047998 0 1047998 1921139 0 1921139 1047998 0 0 888366 738086 102806 298907 584326 2612491 1921139 0 0 0 1047998 873141 0 0 3485632 0 0 0 0 0 0 888366 2597266 738086 102806 298907 584326 873141 GRANTS COMMITTEE 3518 LAKESHORE ROAD SHEBOYGAN WI 53083 9204582121 A WRITTEN LETTER GIVING DETAILS OF THE APPLICANT, ITS PURPOSE, ITS INTENDED USE OF ANY GRANT, EVIDENCE THAT SHOWS THE APPLICANT IS QUALIFIED UNDER SECTION 170(C) OF THE INTERNAL REVENUE CODE. NONE, THE GRANTS COMMITTEE OF THIS PRIVATE FOUNDATION MEETS PERIODICALLY. THIS PRIVATE FOUNDATION'S GRANTS ARE MADE TO PUBLIC SUPPORTED 170(C) INTERNAL REVENUE CODE QUALIFIED ORGANIZATIONS; PRIMARILY IN WISCONSIN. NO GRANTS TO INDIVIDUALS OR ORGANIZATIONS THAT REQUIRE "EXPENDITURE RESPONSIBILITY UNDER TREASURY REGULATIONS". 1907 CLUB 2908 NORTH 21ST STREET SHEBOYGAN WI 53083 NONE PC RECONSTRUCT PARKING LOT - PHAE 1 67490 A MILLION DREAMZ 415 EUCLID AVENUE SHEBOYGAN WI 53083 NONE PC $200,000/4-YR. (50/50/50/50) - CAPITAL CAMPAIGN - RENOVATION OF EXISTING BUILDING 50000 AAUW WISCONSIN FOUNDATION INC - SHEBOYGAN BRANCH (FORMERLY WITH UW-SHEBOY 1306 NORTH 3RD STREET SHEBOYGAN WI 53081 NONE PC STEM CONFERENCE - 2024 1000 ABOVE & BEYOND CHILDREN'S MUSEUM (SHEBOYGAN WI)) 902 NORTH 8TH STREET SHEBOYGAN WI 53081 NONE PC $30,000/3-YR. PLEDGE (10/10/10) CAPITAL IMPROVEMENTS 10000 ARCHDIOCESE OF MILW-CATHOLIC STEWARDSHIP 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 53207 NONE PC 2023 CATHOLIC STEWARDSHIP APPEAL 25000 ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 53207 NONE PC LOVE ONE ANOTHER CAMPAIGN 100000 AVIATION HERITAGE CENTER OF WISCONSIN N6191 RESOURCE DRIVE SHEBOYGAN FALLS WI 53085 NONE PC EDUCATION PROGRAMS 10000 BIG BROTHERS & BIG SISTERS WI SHORELINE (SHEBOYGAN & MANITOWOC COUNTIES) 632 NORTH 8TH STREET UNIT 2 SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 10000 BIG BROTHERS & BIG SISTERS WI SHORELINE (SHEBOYGAN & MANITOWOC COUNTIES) 632 NORTH 8TH STREET UNIT 2 SHEBOYGAN WI 53081 NONE PC MENTORING PROGRAMS AND TRAINING 25000 BOOKWORM GARDENS 1415 CAMPUS DRIVE SHEBOYGAN WI 53081 NONE PC NAUTILUS DESIGN - NEW EXPLORATION GARDEN 30000 BOYS & GIRLS CLUB OF SHEBOYGAN COUNTY 107 CEDAR STREET SHEBOYGAN FALLS WI 53085 NONE PC CONTINUED SUPPORT 10000 CAMP ANOKIJIG W5639 ANOKIJIG LANE PLYMOUTH WI 53073 NONE PC BRIDGE TO THE FUTURE PROJECT 125000 CAMP EVERGREEN 712 RIVERFRONT DRIVE SUITE 301 SHEBOYGAN WI 53081 NONE PC POOL NATATORIUM PROJECT 100000 CATHOLIC CHARITIES OF SHEBOYGAN (ARCHDIODESE OF MKE) 3501 S LAKE DRIVE PO BOX 070912 MILWAUKEE WI 532070912 NONE PC SUPPORT BEHAVIORAL HEALTH COUNSELING & OUTREACH/CASE MANAGEMENT IN SHEBOYGAN COUNTY 25000 CHILDREN'S HOSPITAL FOUNDATION MS 3050 PO BOX 1997 MILWAUKEE WI 532019770 NONE PC MILWAUKEE CAMPUS IMPROVEMENT 100000 CHOLANGIOCARCINOMA FOUNDATION 5526 WEST 13400 SOUTH 510 HERRIMAN WI 84096 NONE PC MEMORIAL GIFT - MELISSA BROTZ 10000 CROSSROADS COMMUNITY CHURCH 4321 COUNTY ROAD A SHEBOYGAN WI 53081 NONE PC INSTALL TWO AUTOMATIC DOOR OPENERS 10000 DOGS2DOGTAGS INC PO BOX 262 SHEBOYGAN FALLS WI 53085 NONE PC $200,000, 4 YR PLEDGE (50/50/50/50) - CAPITAL CAMPAIGN - NEW BUILDING/PROPERTY IMPROVEMENT PROJECT 50000 DOMINICAN SISTERS OF SINSINAWA 585 COUNTY ROAD Z SINSINAWA WI 538249701 NONE PC RESTORATION OF STAINED GLASS WINDOWS 10000 ELEVATE INC N169 W21005 MEADOW LANE JACKSON WI 53037 NONE PC $100,000/2-YR. (50/50) - RENOVATE SHEBOYGAN FACILITY 50000 FOUNDATION FOR RELIGIOUS RETIREMENT 3221 S LAKE DRIVE ST FRANCIS WI 532353799 NONE PC CONTINUED SUPPORT 1000 GOOD NEWS JAIL & PRISON MINISTRY 2923 SOUTH 31ST STREET SHEBOYGAN WI 53081 NONE PC MINISTRY EXPENSES 20000 GREAT LAKES SPACEPORT EDUCATION FOUNDATION INC PO BOX 684 SHEBOYGAN WI 530820684 NONE PC 2024 ROCKETS FOR SCHOOLS EVENT 10000 GREAT MARRIAGES FOR SHEBOYGAN COUNTY 612 CENTER AVENUE SHEBOYGAN WI 53081 NONE GOV CONTINUED SUPPORT 10000 HABITAT FOR HUMANITY LAKESIDE PO BOX 973 SHEBOYGAN WI 530820973 NONE PC HOUSING PROGRAMS OR PROFESSIONAL DEVELOPMENT 10000 HEARTHSTONE OF WISCONSIN INC PO BOX 1444 SHEBOYGAN WI 530821444 NONE PC 2024 FUNDRAISING CARNIVAL 500 JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 NONE PC MEMORY OF RUTH KOHLER 50000 JUNIOR ACHIEVEMENT 1441 N TAYLOR DRIVE SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 2000 K2 ADVENTURES FOUNDATION 14354 N FRANK LLOYD WRIGHT BLVD SUITE 4 SCOTTSDALE WI 85260 NONE PC VETERAN PROGRAM 15000 K2 ADVENTURES FOUNDATION 14354 N FRANK LLOYD WRIGHT BLVD SUITE 4 SCOTTSDALE WI 85260 NONE PC WHITE HAT PROJECT 10000 KOHLER SCHOOL DISTRICT FOUNDATION INC 333 UPPER ROAD KOHLER WI 53044 NONE PC 16TH ANNUAL FALL FOLLIES 10000 LAKE COUNTRY ACADEMY 4101 TECHNOLOGY PARKWAY SHEBOYGAN WI 53083 NONE PC REMODELING 25000 LAKELAND UNIVERSITY W3718 SOUTH DRIVE PLYMOUTH WI 53073 NONE PC SCHOLARS PROGRAM 100000 LAKESHORE CHORAL PO BOX 36 SHEBOYGAN FALLS WI 53085 NONE PC MUSICIANS, MUSIC AND SCHOLARSHIPS - 2024 SEASON 3500 LAKESHORE TECHNICAL COLLEGE 1290 NORTH AVENUE CLEVELAND WI 53015 NONE PC CAMPAIGN FOR HEALTH CARE EXCELLENCE 100000 LAKESHORE TECHNICAL COLLEGE 1290 NORTH AVENUE CLEVELAND WI 53015 NONE PC SCHOLARSHIP CAMPAIGN 10000 LAKESHORE TROUT UNLIMITED PO BOX 304 SHEBOYGAN FALLS WI 53085 NONE PC MAINTAIN AND IMPROVE COLD-WATER HABITAT - SHEBOYGAN COUNTY 500 LEMONS OF LOVE 607 EASTERN AVENUE PLYMOUTH WI 53073 NONE PC PACKAGES, PROGRAMS AND SERVICES FOR THOSE IMPACTED BY CANCER - SHEBOYGAN COUNTY 4000 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 NONE PC CONTINUED SUPPORT 25000 MAKING SPIRITS BRIGHT PO BOX 441 SHEBOYGAN WI 530820441 NONE PC MAKING SPIRITS BRIGHT EVENT - 2024 5000 MARIAN UNIVERSITY 45 S NATIONAL AVENUE FOND DU LAC WI 549354699 NONE PC FINANCIAL ASST. TO SCHOLARS AND HIRE A FULL-TIME PROGRAM DIRECTOR 10000 MILWAUKEE COLLEGE PREP 1228 W LLOYD STREET MILWAUKEE WI 53205 NONE PC TAKE A STAND EVENT 2023 10000 MILWAUKEE COLLEGE PREP 1228 W LLOYD STREET MILWAUKEE WI 53205 NONE PC TAKE A STAND EVENT 2024 10000 MILWAUKEE SCHOOL OF ENGINEERING 1025 NORTH BROADWAY STREET MILWAUKEE WI 53202 NONE PC ANNUAL FUND 10000 NEW HOPE PREGNANCY CENTER OF SHEBOYGAN INC (ANCHOR OF HOPE) 1018 S TAYLOR DRIVE SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 10000 NOURISH FARMS INC 100 ALFRED MILEY AVENUE SHEBOYGAN FALLS WI 53085 NONE PC COMMUNITY AND SCHOOL PROGRAMS 25000 NOURISH FARMS INC 100 ALFRED MILEY AVENUE SHEBOYGAN FALLS WI 53085 NONE PC MEMORIAL - AUSTEN VONKAAS BEMIS 10000 PARTNERS FOR COMMUNITY DEVELOPMENT INC 1407 SOUTH 13TH STREET SHEBOYGAN WI 53081 NONE PC REDEVELOPMENT / RENOVATION OF FOUR HOMES 7000 PRODUCTION FARM (THE) 621 BROADWAY STREET SHEBOYGAN FALLS WI 53085 NONE PC PROGRAM AND OPERATIONAL SUPPORT 1000 RAWHIDE INC E7475 RAWHIDE ROAD NEW LONDON WI 549619052 NONE PC CONTINUED SUPPORT 10000 REBUILDING TOGETHER SHEBOYGAN COUNTY INC PO BOX 1012 SHEBOYGAN WI 530821012 NONE PC OPERATING SUPPORT 2000 REINS INC W2647 COUNTY ROAD O SHEBOYGAN FALLS WI 53085 NONE PC SPONSOR THREE HOURSES FOR 2024 SEASON 6525 ROGERS BEHAVIORAL HEALTH FOUNDATION 1108 S WILDWOOD AVENUE SHEBOYGAN WI 53081 NONE PC ADDICTION RECOVERY SUPPORT SERVICES - SHEBOYGAN 50000 RONCALLI CATHOLIC SCHOOLS 2000 MIRRO DRIVE MANITOWOC WI 542206799 NONE PC TRANSPORTATION PROGRAM 10000 SAILING EDUCATION ASSOCIATION OF SHEBOYGAN SUPERIOR AVENUE SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 25000 SAINT JOSAPHAT BASILICA FOUNDATION 620 W LINCOLN AVENUE MILWAUKEE WI 53215 NONE PC DOME LIGHTING PROJECT 500 SAINT NORBERT COLLEGE 100 GRANT STREET DE PERE WI 541152099 NONE PC SAINT NORBERT FUND 10000 SHARON S RICHARDSON COMMUNITY HOSPICE W2850 STATE ROAD 28 SHEBOYGAN FALLS WI 53085 NONE PC 2024 SPONSORSHIP 25000 SHEBOYGAN AREA SCHOOL DISTRICT - COMMUNITY RECREATION DEPARTMENT 3330 STAHL ROAD SHEBOYGAN WI 53081 NONE PC 2024 BACK TO SCHOOL BASICS 1600 SHEBOYGAN AREA SCHOOL DISTRICT - COMMUNITY RECREATION DEPARTMENT 3330 STAHL ROAD SHEBOYGAN WI 53081 NONE PC 2024 SUMMER AND FALL EVENTS 500 SHEBOYGAN COUNTY CONSERVATION ASSOCIATION INC PO BOX 522 SHEBOYGAN WI 530820522 NONE PC 42ND ANNUAL FUNDRAISING 500 SHEBOYGAN COUNTY FOOD BANK 3115 NORTH 21ST STREET STE 1 SHEBOYGAN WI 53083 NONE PC CONTINUED SUPPORT 20000 SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER 518 WATER STREET SHEBOYGAN FALLS WI 53085 NONE PC COMMERCIAL INDUSTRIAL SHELVING 2500 SHEBOYGAN COUNTY INTERFAITH ORGANIZATION 1251 GEELE AVENUE SHEBOYGAN WI 53083 NONE PC PROGRAMMING AND OPERATIONAL COSTS 10000 SHEBOYGAN COUNTY YMCA 812 BROUGHTON DRIVE SHEBOYGAN WI 53081 NONE PC PARTNER WITH YOUTH CAMPAIGN - 2023 10000 SHEBOYGAN FOOD PANTRY 1946 N 15TH STREET SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 5000 SHEBOYGAN SERVICE CLUB PO BOX 226 SHEBOYGAN WI 530820226 NONE PC SPONSORSHIP - 2023 10000 SHEBOYGAN SYMPHONY ORCHESTRA 830 NORTH 8TH STREET SHEBOYGAN WI 53081 NONE PC CONTINUED SUPPORT 40000 SHEBOYGAN THEATRE COMPANY (THE) 3330 STAHL RAOD SHEBOYGAN WI 53081 NONE PC 2024-2025 SEASON 3000 SHEBOYGAN VISUAL ARTISTS LTD 1207 ERIE AVENUE SHEBOYGAN WI 53081 NONE PC OPERATING SUPPORT 5000 SHEBOYGAN YOUTH SAILING CLUB INC 619 BROUGHTON DRIVE PO BOX 471 SHEBOYGAN WI 530820471 NONE PC 420 FLEET CAPITAL CAMPAIGN 125000 SHEBOYGAN YOUTH SAILING CLUB INC 619 BROUGHTON DRIVE PO BOX 471 SHEBOYGAN WI 530820471 NONE PC CONTINUED SUPPORT 25000 ST PAUL LUTHERAN CHURCH 730 COUNTY RD PPP SHEBOYGAN FALLS WI 53085 NONE PC NIGHT TO SHINE - 2024 SPONSORSHIP 2000 WEILL CENTER FOUNDATION INC 826 N 8TH STREET SHEBOYGAN WI 53081 NONE PC REPAIRS AND MAINTENANCE 50000 WISCONSIN MARITIME MUSEUM INC 75 MARITIME DRIVE MANITOWOC WI 542206823 NONE PC CAPITAL PROJECTS - DRY DOCK USS COBIA AND TRANSFORM PROPERTY 10000 WISCONSIN RIGHT TO LIFE 5317 NORTH 118TH COURT MILWAUKEE WI 53225 NONE PC EDUCATION FUND-EXPAND PROGRAMS 5000 ST NICHOLAS HOSPITAL FOUNDATION (HSHS) 301 CHURCH STREET MOUNT CALVARY WI 53057 NONE PC CAPITAL CAMPAIGN 125000 1912115 CAMP ANOKIJING W5639 ANOKIJIG LANE PLYMOUTH WI 53073 NONE PC BRIDGE TO THE FUTURE PROJECT 125000 CAMP EVERGREEN CORPORATION 712 RIVERFRONT DRIVE SUITE 301 SHEBOYGAN WI 53081 NONE PC POOL NATATORIUM PROJECT 100000 LOVE INC 807 FOREST AVENUE SHEBOYGAN FALLS WI 53085 NONE PC CONTINUED SUPPORT 50000 MILWAUKEE SCHOOL OF ENGINEERING 1025 NORTH BROADWAY STREET MILWAUKEE WI 532023109 NONE PC ANNUAL FUND 30000 NOURISH FARMS 100 ALFRED MILEY AVENUE SHEBOYGAN FALLS WI 53085 NONE PC COMMUNITY AND SCHOOL PROGRAMS 50000 WISCONSIN MARITIME MUSEUM INC 75 MARITIME DRIVE MANITOWOC WI 542206823 NONE PC CAPITAL PROJECTS-DRY DOCK USS COBIA AND TRNSFORM PROPERTY 20000 LAKELAND UNIVERSITY W3718 SOUTH DRIVE PLYMOUTH WI 53073 NONE PC SCHOLARS PROGRAM 400000 ST NICHOLAS HOSPITAL FOUNDATION (HSHS) 301 CHURCH STREET MOUNT CALVARY WI 53057 NONE PC CAPITAL CAMPAIGN 375000 1150000 14 368 14 546117 18 736656 0 1283141 0 1283141 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 12000 6000 6000 VAN- INTERMEDIATE-TERM INV GRADE ADMIRAL 998160 913367 VAN - SHORT-TERM INV GRADE ADMIRAL 1271204 1249202 VAN - TOTAL BOND MARKET INDEX FUND ADMIRAL 2383046 2181492 VAN - TOTAL INTERNATIONAL BOND INDEX FUND ADM 1441442 1309233 VAN - REIT INDEX FUND ADMIRAL AT COST 727949 952180 VAN - TOTAL STOCK MARKET INDEX FUND AT COST 3785496 10128351 VAN - INTERNATIONAL GROWTH FUND ADMIRAL AT COST 995939 1548446 VAN - INTERNATIONAL VALUE FUND AT COST 1117355 1649647 VAN- TOTAL INTERNATIONAL STOCK INDEX ADMIRAL AT COST 2298766 3357846 NET ASSET ADJUSTMENT 8336 SOFTWARE FEES 6048 3024 3024 BROKERAGE FEES 47117 47117 0 EXCISE TAXES 19188 0 0