2025-04-25T11:09:37-05:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990PF 2023-07-01 391410323 EC STYBERG FOUNDATION INC ECST 2626379301 1600 GOOLD STREET RACINE WI 53404 KAREN FANTL TREASURER 2626379301 2025-04-24 1 1 SCOTT THOMPSETT P00741490 2125990100 2025-04-23 2023 2025-03-06 01:10:19Z X 3603431 X X 121821 118637 -7367 848921 0 114454 118637 0 0 0 12272 6136 6136 3000 0 0 45 45 0 15317 6181 6136 425393 661449 440710 6181 667585 -326256 112456 38799 17482 17482 885462 205931 205931 1878149 1131559 1283439 666368 1787550 2096579 3468778 3142522 3603431 0 0 X 0 0 0 0 3468778 3142522 3468778 3142522 3468778 3142522 3468778 -326256 0 3142522 0 3142522 CAPITAL GAIN DISTRIBUTIONS P 21696 21696 21696 PUBLICLY TRADED SECURITIES P 827225 856288 -29063 -29063 -7367 1563 0 1563 0 1563 5986 0 0 0 5986 0 4423 4423 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A KAREN FANTL TREASURER 2626379301 1600 GOOLD STREET RACINE WI 53404 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BERNICE M STYBERG 1600 GOOLD STREET RACINE WI 53404 PRESIDENT 1.00 0 0 0 MICHAEL BUDISH 1600 GOOLD STREET RACINE WI 53404 VICE PRESIDENT 2.00 0 0 0 KAREN FANTL 1600 GOOLD STREET RACINE WI 53404 TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 3598264 152964 0 3751228 0 0 3751228 56268 3694960 184748 184748 1563 1563 183185 0 183185 0 183185 667585 0 667585 183185 0 0 3646307 328214 504832 495059 203237 5177649 667585 0 0 0 183185 484400 0 0 5662049 0 0 0 0 0 0 3646307 2015742 328214 504832 495059 203237 484400 BERNICE M STYBERG MICHAEL BUDISH 1600 GOOLD STREET RACINE WI 53404 2626379301 NONE ACCEPTED ANY TIME WITH NOTICE OF APPROVAL, REJECTION, OR REQUEST FOR ADDITIONAL INFO WITHIN 90 DAYS. AWARDS PRINCIPALLY ARE MADE TO NON-PROFIT ORGANIZATIONS WHICH SERVE PERSONS IN SOUTHEASTERN WISCONSIN. ADULT AND TEEN CHALLENGE WISCONSIN 9236 WEST APPLETON AVENUE MILWAUKEE WI 53225 N/A PC GENERAL SUPPORT 2500 ALLIANCE FAMILY SERVICES 2915 60TH ST KENOSHA WI 531403806 N/A PC GENERAL SUPPORT 2500 ANCHOR MINISTRIES 4900 SPRING STREET SUITE 203 RACINE WI 53406 N/A PC GENERAL SUPPORT 10000 AUDIO & BRAILLE LITERARY ENHANCEMENT 803 WEST WELLS STREET MILWAUKEE WI 53233 N/A PC GENERAL SUPPORT 1000 AURORA HEALTH CARE FOUNDATION INC PO BOX 341880 MILWAUKEE WI 532341880 N/A PC GENERAL SUPPORT 49944 AVOW FOUNDATION INC 1095 WHIPPOORWILL LANE NAPLES FL 34105 N/A PC GENERAL SUPPORT 2500 CENTER FOR DEAF-BLIND PERSONS INC 3195 S SUPERIOR STREET MILWAUKEE WI 53207 N/A PC GENERAL SUPPORT 5000 CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC PO BOX 1997 MS 3050 MILWAUKEE WI 53201 N/A PC GENERAL SUPPORT 4837 CHRISTIAN RECORD SERVICES FOR THE BLIND 5900 S 58TH ST SUITE M LINCOLN NE 68516 N/A PC GENERAL SUPPORT 1000 COMMUNITY PROJECTS FOR SENIORS 3073 S CHASE AVENUE SUITE 210 MILWAUKEE WI 53207 N/A PC GENERAL SUPPORT 5000 COVENANT HARBOR 1724 W MAIN STREET LAKE GENEVA WI 53147 N/A PC GENERAL SUPPORT 1000 DOWNS SYNDROME ASSOCIATION OF WISCONSIN 11709 W CLEVELAND AVENUE SUITE 2 WEST ALLIS WI 53227 N/A PC GENERAL SUPPORT 3000 DOWNTOWN RACINE CORPORATION 425 MAIN STREET RACINE WI 534031030 N/A PC GENERAL SUPPORT 1000 EAA CHAPTER 838 OF RACINE WI INC 333 N GREEN BAY RD RACINE WI 53404 N/A PC AVIATION FOUNDATION SCHOLARSHIP 3000 FAITH HOPE & LOVE INC 740 COLLEGE AVENUE RACINE WI 53403 N/A PC GENERAL SUPPORT 2000 FRIENDS OF CAMP ANOKIJIG INC W5639 ANOKIJIG LN PLYMOUTH WI 53703 N/A PC GENERAL SUPPORT 35352 FROEDTERT HOSPITAL FOUNDATION 8800 W DOYNE AVE MILWAUKEE WI 53226 N/A PC CANCER CENTER 24929 GARRETT-EVANGELICAL THEOLOGICAL SEMINARY 2121 SHERIDAN ROAD EVANSTON IL 60201 N/A PC GENERAL SUPPORT 25336 GATHERING WATERS CONSERVANCY 211 SOUTH PETERSON ST STE 270 MADISON WI 53703 N/A PC GENERAL SUPPORT 5000 GENEVA LAKE ASSOCIATION INC PO BOX 412 LAKE GENEVA WI 53147 N/A PC GENERAL SUPPORT 1500 GENEVA LAKE CONSERVANCY INC 398 MILL STREET PO BOX 588 FONTANA WI 53125 N/A PC GENERAL SUPPORT 12040 GENEVA LAKE ENVIRONMENTAL AGENCY 350 CONSTANCE BOULEVARD WILLIAMS BAY WI 53191 N/A GOV GENERAL SUPPORT 1000 GENEVA LAKE MUSEUM 255 MILL STREET LAKE GENEVA WI 531470522 N/A PC GENERAL SUPPORT 1000 GENEVA LAKE WATER SAFETY COMMITTEE INC PO BOX 548 WILLIAMS BAY WI 53191 N/A PC GENERAL SUPPORT 1500 GLA ENVIRONMENTAL EDUCATION FOUNDATION PO BOX 244 FONTANA WI 53125 N/A PC GENERAL SUPPORT 1000 HALO INC 2000 DEKOVEN AVENUE NO 1 RACINE WI 53403 N/A PC GENERAL SUPPORT 1000 HOPES CENTER OF RACINE 521 SIXTH STREET RACINE WI 53403 N/A PC GENERAL SUPPORT 3000 HOSPICE ALLIANCE FOUNDATION 10220 PRAIRIE RIDGE BOULEVARD PLEASANT PRAIRIE WI 53158 N/A PC GENERAL SUPPORT 2500 JOHN XXIII EDUCATIONAL CENTER 1500 VINE STREET HUDSON WI 54016 N/A PC GENERAL SUPPORT 3000 LAKE GENEVA FRESH AIR ASSOCIATION PO BOX 10 WILLIAMS BAY WI 53191 N/A PC GENERAL SUPPORT 5000 LAKESIDE CURATIVE SERVICES 2503 LINCOLNWOOD COURT RACINE WI 53403 N/A PC GENERAL SUPPORT 1000 LINC MINISTRIES INTERNATIONAL INC PO BOX 4338 MILWAUKEE WI 53204 N/A PC GENERAL SUPPORT 2500 MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 N/A PC GENERAL SUPPORT 49792 MIDWEST THERAPEUTIC RIDING PROGRAM INC PO BOX 282 SOMERS WI 53171 N/A PC GENERAL SUPPORT 1000 MILWAUKEE INSTITUTE OF ART AND DESIGN 273 E ERIE ST MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 48859 MILWAUKEE PUBLIC TELEVISION 700 WEST STATE ST NO S214 MILWAUKEE WI 53233 N/A PC GENERAL SUPPORT 1000 MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 30487 MISSIO DEI FELLOWSHIP 5214 47TH AVE KENOSHA WI 53144 N/A PC IMAGO DEI CLASSICAL SCHOOL 25000 NCH HEALTHCARE FOUNDATION 3060 W SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 N/A PC GENERAL SUPPORT 7500 RACINE ART MUSEUM 411 MAIN STREET RACINE WI 53401 N/A PC GENERAL SUPPORT 1000 RACINE COUNTY OPPORTUNITY CENTER INC 4214 SHERIDAN ROAD RACINE WI 53403 N/A PC GENERAL SUPPORT 2000 RACINE FRIENDSHIP CLUBHOUSE INC 2000 17TH STREET RACINE WI 53403 N/A PC GENERAL SUPPORT 1000 RACINE HABITAT FOR HUMANITY 1501 VILLA STREET RACINE WI 53403 N/A PC GENERAL SUPPORT 7000 RACINE HERITAGE MUSEUM 701 MAIN STREET RACINE WI 53403 N/A PC GENERAL SUPPORT 1000 RACINE LITERACY COUNCIL 734 LAKE AVENUE RACINE WI 53403 N/A PC GENERAL SUPPORT 10003 RACINE SYMPHONY ORCHESTRA PO BOX 1874 RACINE WI 53401 N/A PC GENERAL SUPPORT 1000 RACINE VOCATIONAL MINISTRY INC 214 SEVENTH STREET RACINE WI 53403 N/A PC GENERAL SUPPORT 10000 RACINE YMCA 725 LAKE AVENUE RACINE WI 53403 N/A PC GENERAL SUPPORT 11500 RACINE ZOOLOGICAL SOCIETY 2131 NORTH MAIN STREET RACINE WI 53402 N/A PC GENERAL SUPPORT 1500 RONALD MCDONALD HOUSE CHARITIES 8948 W WATERTOWN PLANK ROAD WAUWATOSA WI 53226 N/A PC GENERAL SUPPORT 5000 ROOT-PIKE WATERSHED INITIATIVE NETWORK PO BOX 044164 RACINE WI 53404 N/A PC GENERAL SUPPORT 2500 SALVATION ARMY - RACINE 1091 WASHINGTON AVENUE RACINE WI 53403 N/A PC GENERAL SUPPORT 5000 SECUREFUTURES FOUNDATION INC 710 N PLANKINTON AVE SUITE 1400 MILWAUKEE WI 532032418 N/A PC GENERAL SUPPORT 40000 SHALOM CENTER 1713 62ND ST KENOSHA WI 53143 N/A PC GENERAL SUPPORT 2000 SHEPHERD'S COLLEGE 1805 15TH AVENUE UNION GROVE WI 53182 N/A PC GENERAL SUPPORT 49602 SHEPHERD'S MINISTRIES 1805 15TH AVENUE UNION GROVE WI 53182 N/A PC GENERAL SUPPORT 50679 SIENA RETREAT CENTER 5635 ERIE STREET RACINE WI 53402 N/A PC GENERAL SUPPORT 500 SME EDUCATION FOUNDATION ONE SME DRIVE DEARBORN MI 48128 N/A PC GENERAL SUPPORT 5000 SPECIAL OLYMPICS - SE WISCONSIN 2310 CROSSROADS DR NO 1000 MADISON WI 53718 N/A PC GENERAL SUPPORT 5000 ST MESROB ARMENIAN CHURCH 4605 ERIE STREET RACINE WI 53402 N/A PC GENERAL SUPPORT 2500 ST MONICA'S SENIOR LIVING 3920 N GREEN BAY RD RACINE WI 53404 N/A PC GENERAL SUPPORT 4971 THE FRIENDS OF HAWTHORN HOLLOW INC 880 GREEN BAY RD KENOSHA WI 53144 N/A PC GENERAL SUPPORT 2000 THE NATURE CONSERVANCY - WI CHAPTER 633 WEST MAIN STTREET MADISON WI 53703 N/A PC GENERAL SUPPORT 1500 UNITED PERFORMING ARTS FUND INC 301 W WISCONSIN AVE NO 600 MILWAUKEE WI 53203 N/A PC GENERAL SUPPORT 3000 UNITED WAY OF RACINE COUNTY 2000 DOMANIK DRIVE RACINE WI 53404 N/A PC GENERAL SUPPORT 7500 VISION FORWARD 912 NORTH HAWLEY ROAD MILWAUKEE WI 532133292 N/A PC GENERAL SUPPORT 3000 VOLUNTEER CENTER OF RACINE INC 6216 WASHINGTON AVENUE G RACINE WI 53406 N/A PC GENERAL SUPPORT 1000 WAR MEMORIAL CENTER 750 NORTH LINCOLN MEMORIAL DRIVE MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 1000 WISCONSIN HISTORICAL SOCIETY 816 STATE STREET MADISON WI 53706 N/A PC GENERAL SUPPORT 1000 WISCONSIN HUMANE SOCIETY 4500 W WISCONSIN AVENUE MILWAUKEE WI 53208 N/A PC GENERAL SUPPORT 2500 YOUTH FOR CHRIST SOUTHEASTERN WISCONSIN 3001 CARPENTER AVENUE MOUNT PLEASANT WI 53403 N/A PC GENERAL SUPPORT 35618 661449 0 14 121821 18 -7367 0 114454 0 114454 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 12272 6136 6136 CORPORATE BONDS 1787550 2096579 PUBLICLY TRADED SECURITIES 1131559 1283439 BANK CHARGES 45 45 0 FEDERAL EXCISE TAXES 3000 0 0