2026-05-04T12:19:15-05:00 2025-09-30 390974031 WEGNER CPAS LLP PO BOX 150 BARABOO WI 539130150 990 2024-10-01 391423225 ALDO LEOPOLD FOUNDATION INC ALDO 6083550279 E13701 LEVEE ROAD BARABOO WI 53913 WELLINGTON B HUFFAKER IV EXECUTIVE DIRECTOR & PRESIDENT 6083550279 2026-05-01 1 1 JASON STEPHENS CPA P01263225 6083563966 2026-04-30 2024 2025-03-06 01:10:19Z WELLINGTON B HUFFAKER IV E13701 LEVEE ROAD BARABOO WI 53913 4490660 0 X ALDOLEOPOLD.ORG X 1982 WI FOSTERING A LAND ETHIC THROUGH THE LEGACY OF ALDO LEOPOLD. 14 14 45 95 0 0 2030249 3510923 69549 68242 57680 224020 262229 234475 2419707 4037660 645 100451 0 0 1313761 1382540 0 0 292702 1210291 1214777 2524697 2697768 -104990 1339892 12202685 14063371 575611 726879 11627074 13336492 X THE ALDO LEOPOLD FOUNDATION'S MISSION IS TO FOSTER A LAND ETHIC THROUGH THE LEGACY OF ALDO LEOPOLD. 0 0 1909641 100451 68242 STEWARDSHIP, EDUCATION AND OUTREACH - INCLUDES THE FOLLOWING RELATED PROGRAM ACTIVITIES:STEWARDSHIP - THE FOUNDATION OWNS AND MANAGES THE ORIGINAL ALDO LEOPOLD SHACK AND 600 SURROUNDING ACRES AND COORDINATES THE CONSERVATION PLANNING AND MONITORING ACROSS THE 12,000 ACRE LEOPOLD-PINE ISLAND IMPORTANT BIRD AREA. LAND STEWARDSHIP INITIATIVES DEMONSTRATE ACTIVITIES AND PRACTICES THAT PROMOTE AND ENCOURAGE ECOLOGICAL AND ETHICAL USE OF PRIVATE AND PUBLIC LAND AND AN UNDERSTANDING OF THE TOTAL LAND COMMUNITY.EDUCATION - AS THE PRIMARY ADVOCATE AND INTERPRETER OF THE LEOPOLD LEGACY, THE FOUNDATION SERVES NEARLY 10,000 VISITORS ON-SITE EACH YEAR, IN ADDITION TO MANY THOUSANDS MORE THROUGH OUR WEBSITE, NEWSLETTER, AND OUTREACH PROGRAMMING. AS THE PRIMARY ADVOCATE AND INTERPRETER OF THE LEOPOLD LEGACY, THE FOUNDATION ALSO SERVES AS THE EXECUTOR OF ALDO LEOPOLD'S LITERARY ESTATE, ENCOURAGES SCHOLARSHIP ON ALDO LEOPOLD, AND SERVES AS A CLEARINGHOUSE FOR INFORMATION REGARDING ALDO LEOPOLD, HIS WORK, AND HIS IDEAS.ALDO LEOPOLD LEGACY CENTER - THE FOUNDATION'S HEADQUARTERS ARE LOCATED IN THE LEOPOLD LEGACY CENTER, LOCATED LESS THAN ONE MILE FROM THE LEOPOLD SHACK. OPENED IN 2007, THE LEOPOLD LEGACY CENTER WAS BUILT USING PINES THE LEOPOLD FAMILY PLANTED IN THE 1930S AND 1940S AND IMPLEMENTS A WIDE SPECTRUM OF GREEN BUILDING TECHNIQUES AND TECHNOLOGIES. 1909641 1 1 0 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X WELLINGTON B HUFFAKER IV 6083550279 E13701 LEVEE RD BARABOO WI 53913 JACK SALZWEDEL CHAIR 1.00 X X 0 0 0 JAY LOEWI VICE CHAIR 1.00 X X 0 0 0 ANNE ROSS SECRETARY 1.00 X X 0 0 0 GAIL HANSON TREASURER 1.00 X X 0 0 0 RON KUEHN DIRECTOR 1.00 X 0 0 0 SUSAN FLADER DIRECTOR 1.00 X 0 0 0 CHLORIS LOWE DIRECTOR 1.00 X 0 0 0 STEVE BABLITCH DIRECTOR 1.00 X 0 0 0 ANNE NEAL PETRI DIRECTOR 1.00 X 0 0 0 GREG PFLUGER DIRECTOR 1.00 X 0 0 0 MARSHA LINDSAY DIRECTOR 1.00 X 0 0 0 EDUARDO SANTANA-CASTELLON DIRECTOR 1.00 X 0 0 0 J BAIRD CALLICOTT DIRECTOR 1.00 X 0 0 0 HEATHER BOYER DIRECTOR 1.00 X 0 0 0 WELLINGTON B HUFFAKER IV EXECUTIVE DIRECTOR & PRESIDENT 40.00 X 103993 0 5385 103993 0 5385 1 0 0 0 0 296136 3214787 178985 3510923 EDUCATION PROGRAMS 611600 68242 68242 68242 150760 150760 47726 47726 17873 0 17873 17873 17873 419473 5600 351813 0 67660 5600 73260 73260 196703 101187 95516 95516 FISCAL AGENT ADMIN INC 561000 22500 22500 INSURANCE CLAIM 900099 12128 12128 38732 38732 73360 4037660 68242 0 458495 100451 100451 146556 107150 19876 19530 968623 708178 131367 129078 26547 19409 3600 3538 143027 104569 19398 19060 97787 71494 13262 13031 8129 8129 79667 79667 13500 13500 281420 269280 2632 9508 17821 10543 7278 163468 89137 36776 37555 64616 42557 11269 10790 89278 68338 13778 7162 25157 15566 2283 7308 17545 11914 3306 2325 13032 7710 5322 300193 175320 95985 28888 58578 44625 12784 1169 PROGRAM SUPPLIES 78290 63208 11541 3541 MEMBERSHIP DUES 3758 3539 219 325 192 133 2697768 1909641 495425 292702 17402 103579 828149 490829 90027 257334 13191 7941 152330 149482 31860 36316 9245058 3367485 6109102 5877573 4148326 4340666 152410 48556 50973 0 608915 2751095 12202685 14063371 101711 85479 0 100000 0 67500 473900 473900 575611 726879 X 8309830 7507341 3317244 5829151 11627074 13336492 12202685 14063371 X 1339892 297863 71663 X 0 1 X 1 0 X 1774730 1709243 1821223 2030249 3510923 10846368 1774730 1709243 1821223 2030249 3510923 10846368 940909 9905459 95046 121728 146181 157334 216359 736648 6 146 152 12128 12128 11595296 1269000 0.85430 0.85720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE CLAIM - 2024 AMOUNT: $ 12,128. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 13.00 0 0 0 1 1 4.00 0 X X X 0 1 1 X 4308368 2027435 588318 1304144 13500 5606477 3599734 873991 145874 19483 4308368 3372904 385840 139759 19251 3599734 4104369 10000 -703750 18063 19652 3372904 3539251 668120 89405 13597 4104369 0.00000 0.67980 0.32020 1 0 1596726 1596726 6817850 2713755 4104095 763509 600849 162660 66973 52881 14092 5877573 BENEFICIAL INTEREST IN ASSETS HELD BY CFSCW 2100375 BENEFICIAL INTEREST IN ASSETS HELD BY MCF 600720 ASSETS HELD FOR SALE 50000 2751095 4337623 297863 15600 -13500 299963 4037660 0 4037660 2699868 15600 15600 2684268 13500 13500 2697768 PART II, LINE 9: ACQUISITION EXPENSES RELATED TO CONSERVATION EASEMENTS ARE RECORDED AS PROGRAM SERVICE EXPENSES WHEN INCURRED. CONSERVATION EASEMENTS ARE NOT CONSIDERED TO HAVE ANY VALUE AS A LONG-TERM ASSET AND ARE NOT RECORDED ON THE BALANCE SHEET. PART III, LINE 1A: COLLECTION ITEMS CONSIST OF ART AND LEOPOLD FAMILY HISTORICAL OBJECTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND KEPT UNENCUMBERED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH NET ASSETS WITHOUT DONOR RESTRICTIONS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES WOULD BE REFLECTED ON THE STATEMENT OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. IF COLLECTION ITEMS ARE SOLD, THE PROCEEDS FROM THE SALE ARE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. PART III, LINE 4: COLLECTION ITEMS CONSIST OF ART AND LEOPOLD FAMILY HISTORICAL OBJECTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND KEPT UNENCUMBERED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTION ITEMS BEING AVAILABLE TO THE PUBLIC HELP MEET THE MISSION OF THE ORGANIZATION TO FOSTER A LAND ETHIC THROUGH THE LEGACY OF ALDO LEOPOLD. PART IV, LINE 2B: THE FOUNDATION PERIODICALLY RECEIVES CASH THAT IT HOLDS ON BEHALF OF THIRD PARTIES IN CONNECTION WITH ITS PROGRAM ACTIVITIES. AMOUNTS HELD FOR OTHERS ARE RECORDED AS A LIABILITY AND INCLUDED IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. SUCH FUNDS ARE MAINTAINED IN CASH ACCOUNTS AND ARE NOT AVAILABLE FOR THE FOUNDATION'S GENERAL OPERATING PURPOSES. FUNDS HELD FOR OTHERS ARE GENERALLY EXPECTED TO BE REMITTED OR DISBURSED WITHIN ONE YEAR OF THE DATE OF THE STATEMENT OF FINANCIAL POSITION. PART V, LINE 4: ALDO LEOPOLD FOUNDATION ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT THE OPERATIONS OF THE FOUNDATION. THE FUTURE LEADERS ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE FELLOWSHIPS PROGRAMMING AT THE FOUNDATION. THE FOUNDATION ESTABLISHED THE ESTELLA B. LEOPOLD PRESIDENTIAL ENDOWMENT FUND TO HELP ENSURE QUALITY EXECUTIVE MANAGEMENT OF THE FOUNDATION INTO THE FUTURE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -13,500. 0 METROPOLITAN GROUP LLC 733 SW OAK ST SUITE 100 PORTLAND OR 97205 931308687 100000 0 GENERAL SUPPORT 0 1 PART I, LINE 2: ONCE GRANT FUNDS ARE DISBURSED, THE ORGANIZATION DOES NOT HAVE ANY PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS. X 3 111708 SELLING PRICE X WINCHESTER MODEL 21 GRAND AMERICAN 1 50000 OPINIONS OF EXPERTS X SUPPLIES 6 17277 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 4 DURING THE FISCAL YEAR THE ORGANIZATION AMENDED THEIR BYLAWS FOR THE FOLLOWING: LIFETIME DIRECTORS AND THEIR RIGHTS WERE REMOVED FROM THE BYLAWS. INSTEAD LANGUAGE REGARDING LEOPOLD FAMILY HERITAGE AND ONGOING PARTICIPATION LANGUAGE WAS ADDED. ACTION WITHOUT MEETING - INSTEAD OF ALL DIRECTORS REQUIRING ACTION WITHOUT MEETING; TWO-THIRDS DIRECTORS ARE NOW INSTEAD REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS FIRST REVIEWED BY THE MANAGEMENT (THE FOUNDATION'S BUSINESS MANAGER AND EXECUTIVE DIRECTOR) AND FINANCE COMMITTEE CHAIR. THE FOUNDATION THEN EMAILS ALL MEMBERS OF ITS GOVERNING BODY A COPY OF THE FORM 990 BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS ALL OF ITS DIRECTORS AND KEY EMPLOYEES (OPERATIONAL LEADERSHIP TEAM). ANY DIRECTOR OR EMPLOYEE IS CONSIDERED AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE GOVERNING BODY CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE MUST LEAVE THE MEETING WHILE A DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THE REMAINING DIRECTORS WILL DECIDE IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CAN BE OBTAINED FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNING BODY CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR AND PRESIDENT. THE MEMBERS OF THE GOVERNING BODY REVIEW COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS AND APPROVE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND PRESIDENT DURING AN EXECUTIVE SESSION OF THE GOVERNING BODY. THE COMPENSATION AND THE BASIS FOR DETERMINING THE COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY. THIS PROCESS WAS LAST UNDERTAKEN IN NOVEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MADE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS OWN WEB SITE AND UPON REQUEST. THE FOUNDATION MADE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 49,262. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY CFSCW 72,940. LOSS ON IMPAIRMENT OF ASSETS -50,539.