2024-09-05T11:26:08-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990PF 2023-01-01 263539749 WOCHINSKE FAMILY FOUNDATION INC WOCH 9203360008 1981 HAWTHORNE HEIGHTS DE PERE WI 541153333 KATHRYN WOCHINSKE PRESIDENT 9203360008 2024-08-14 1 0 MICHELLE MULLOY P01241748 9204367800 2024-08-14 2023 2024-08-08 14:25:15Z X 3032302 X 125000 81921 81921 5490 317760 5490 212411 87411 0 0 0 2830 1415 1415 18979 18979 0 552 552 0 60 60 0 22421 21006 1415 166000 166000 188421 21006 167415 23990 66405 153191 161014 161014 148405 148405 146344 1366283 1397384 1698852 1045237 1043074 1026092 18539 0 0 2731655 2749877 3032302 0 0 X 0 0 0 0 2731655 2749877 2731655 2749877 2731655 2749877 2731655 23990 0 2755645 5768 2749877 PUBLICLY TRADED STOCKS 315432 312270 3162 3162 CAPITAL GAINS DIVIDENDS P 2328 2328 2328 5490 923 0 923 0 923 2035 0 0 0 2035 0 1112 1112 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A KATHRYN WOCHINSKE 9203360008 1981 HAWTHORNE HEIGHTS DEPERE WI 541153333 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHRYN WOCHINSKE 1981 HAWTHORNE HEIGHTS DEPERE WI 541153333 PRESIDENT 2.00 0 0 0 KELLY WOCHINSKE 1806 E THOMAS AVENUE MILWAUKEE WI 53211 VICE PRESIDENT/SECRETARY 2.00 0 0 0 JAMES WOCHINSKE 1981 HAWTHORNE HEIGHTS DEPERE WI 541153333 TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 2711302 189718 0 2901020 0 0 2901020 43515 2857505 142875 142875 923 923 141952 0 141952 0 141952 167415 0 167415 141952 0 0 49798 23827 7571 26231 107427 167415 0 0 0 141952 25463 0 0 132890 0 0 0 0 0 0 0 132890 49798 23827 7571 26231 25463 KATHRYN WOCHINSKE KELLY WOCHINSKE JAMES WOCHINSKE KATHRYN WOCHINSKE 1981 HAWTHORNE HEIGHTS DE PERE WI 541153333 9203360008 NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. NONE NONE BELLIN COLLEGE OF NURSING 3201 EATON RD GREEN BAY WI 54311 NONE PC ACHIEVING NEW HEIGHTS PROGRAM SUPPORT 10000 BIG BROTHERS BIG SISTERS OF NORTHEASTERN WISCONSIN 1345 W MASON STREET GREEN BAY WI 54303 NONE PC MENTORING FOR AT-RISK YOUTH 3500 BROWN COUNTY LIBRARY 515 PINE STREET GREEN BAY WI 543015194 NONE PC PROVIDE COMMUNITY PROGRAMMING AND BOOKS 5000 BROWN COUNTY UNITED WAY 112 NORTH ADAMS ST STE 201 GREEN BAY WI 54301 NONE PC GENERAL SUPPORT 5000 CASA ALBA MELANIE HISPANIC COMMUNITY RESOURCE CENTER 314 S MADISON STREET GREEN BAY WI 54301 NONE PC RESOURCES FOR LOCAL HISPANIC COMMUNITY 2000 CP INC 2801 S WEBSTER AVE GREEN BAY WI 54301 NONE PC SERVICES FOR INDIVIDUALS WITH CEREBRAL PALSY 2500 CURATIVE CONNECTIONS 2900 CURRY LANE GREEN BAY WI 54308 NONE PC SERVICES FOR SENIORS AND DISABLED INDIVIDUALS 2500 DE PERE RECREATION SCHOLARSHIP FUND PO BOX 131 DE PERE WI 54115 NONE PC PROVIDE COMMUNITY BASEBALL PROGRAM 2500 ENCOMPASS EARLY EDUCATION AND CARE INC PO BOX 1627 GREEN BAY WI 543051627 NONE PC EARLY EDUCATION AND CHILDCARE 5000 FAMILY SERVICES OF NORTHEAST WISCONSIN 300 CROOKS STREET GREEN BAY WI 543051627 NONE PC COUNSELING AND OTHER SERVICES FOR FAMILIES IN CRISIS 3500 FOUNDATIONS HEALTH & WHOLENESS 1061 W MASON STREET GREEN BAY WI 54303 NONE PC MENTAL HEALTH AND FOSTER CARE SERVICES 2500 GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 543051627 NONE PC SHELTER AND SERVIES FOR DOMESTIC ABUSE VICTIMS 10000 GREAT LAKES HEMOPHILIA FOUNDATION 638 NORTH 18TH STREET MILWAUKEE WI 53233 NONE PC EDUCATION AND ADVOCACY FOR BLEEDING DISORDERS 1500 GREEN BAY BOTANICAL GARDEN 2600 LARSEN RD GREEN BAY WI 54303 NONE PC CONNECT PEOPLE WITH PLANTS 7000 HABITAT FOR HUMANITY PO BOX 10263 GREEN BAY WI 54307 NONE PC HOMES AND SERVICES FOR FAMILIES IN POVERTY 5000 HOUSE OF HOPE 1660 CHRISTIANA ST GREEN BAY WI 54303 NONE PC SHELTER FOR HOMELESS PARENTS AND CHILDREN 2000 HOWE COMMUNITY RESOURCE CENTER 526 S MONROE AVE GREEN BAY WI 54301 NONE PC CHILDREN'S PROGRAMS 2500 INDEPENDENCE FIRST 5140 SOUTH 1ST STREET MILWAUKEE WI 532041605 NONE PC INCLUSION AND INDEPENDENT LIVING FOR INDIVIDUALS WITH DIABILITIES 3500 LACAUSA PO BOX 04188 MILWAUKEE WI 53204 NONE PC ETHICAL CLOTHING MANUFACTURING 3000 LITERACY GREEN BAY 424 S MONROE AVENUE GREEN BAY WI 54301 NONE PC READING EDUCATION FOR ADULTS AND CHILDREN 2000 MILWAUKEE PUBLIC LIBRARY FOUNDATION 814 W WISCONSIN AVENUE MILWAUKEE WI 53233 NONE PC PROVIDE COMMUNITY PROGRAMMING AND BOOKS 7500 NEIGHBORWORKS GREEN BAY 437 S JACKSON ST GREEN BAY WI 54301 NONE PC AFFORDABLE HOUSING AND HOMEOWNER RESOURCES 5000 NEW ZOOLOGICAL SOCIETY INC PO BOX 12647 GREEN BAY WI 543072647 NONE PC ANIMAL CARE AND ZOO MAINTENANCE 5000 NORTHEAST WISCONSIN LAND TRUST 14 TRI-PARK WAY STE 1 APPLETON WI 54914 NONE PC ENVIRONMENTAL PRESERVATION 1500 NWTC EDUCATIONAL FOUNDATION INC 2740 WEST MASON STREET GREEN BAY WI 54307 NONE PC STUDENT SCHOLARSHIPS 4000 ORAL HEALTH PARTNERSHIP 1245 MAIN STREET GREEN BAY WI 54302 NONE PC HELP PROMOTE HEALTHY SMILES AND DENTAL HYGINE SERVICES 2000 RAWHIDE E7475 RAWHIDE ROAD NEW LONDON WI 549619052 NONE PC COUNSELING AND OTHER SERVICES FOR AT-RISK YOUTH 4000 SAINT JOHN'S MINISTRIES 411 ST JOHN ST GREEN BAY WI 54301 NONE PC ASSIST HOMELESS OR THOSE EXPERIENCING HOUSING INSTABILITY 10000 THE SALVATION ARMY 626 UNION COURT GREEN BAY WI 54303 NONE PC COMMUNITY SUPPORT AND SERVICES 5000 UW-GREEN BAY FOUNDATION 2420 NICOLET DRIVE GREEN BAY WI 54311 NONE PC STUDENT SCHOLARSHIPS AND UNIVERSITY IMPROVEMENT 35000 WOMEN'S FUND OF GREATER GREEN BAY 320 BROADWAY STREET STE 260 GREEN BAY WI 54303 NONE PC PROVIDE GRANTS FOR WOMEN AND GIRL'S EMPOWERMENT 1500 YWCA GREATER GREEN BAY AREA 230 S MADISON STREET GREEN BAY WI 54301 NONE PC COMMUNITY PROGRAMMING AND SERVICES 5000 166000 0 14 81921 18 5490 0 87411 0 87411 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES AND KATHRYN WOCHINSKE 1981 HAWTHORNE HEIGHTS DEPERE WI 541153333 75000 X 2 POMP'S TIRE SERVICE INC 1123 CEDAR STREET GREEN BAY WI 54305 50000 X CLIFTONLARSONALLEN LLP 2830 1415 1415 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. APPLE INC 73656 73473 COMCAST CORP-CL A 24560 23829 FEDERATED ULTRASHORT BOND FUND 205000 205657 INTERCONTINENTAL EXCHANGE 50022 47501 MARSH & MCLENNAN COS INC DTD 05/30/2014 74394 74292 MORGAN STANLEY MEDIUM TERM NOTE 51274 49937 UNITEDHEALTH GROUP INC 4820 10529 VIRGINIA ELECTRIC & POWER CO 49105 47753 INDIANA UNIV REVENUES 25244 23017 GENERAL DYNAMICS CORP 81158 73678 PHOENIX AZ CIVIC IMPT CORP 75868 64946 ELEVANCE HEALTH IN 53634 45895 ERP OPERATING LP 46960 49075 BANK OF NOVA SCOTIA 47617 49914 CENTERPOINT ENERGY RESOURCES CORP 27374 29142 CIGNA GROUP 41293 42796 FLORIDA POWER & LIGHT 66827 67109 HP INC 44268 47549 ALPHABET INC CL C 6540 12572 AMAZON.COM INC 9925 17473 APPLE INC 8969 33115 ARTISAN DEVELOPING FUND 25298 34370 ARTISAN HIGH INCOME FUND 70000 62339 ARTISAN INTERNATIONAL SMALL-MID FUND 17023 21802 AT&T INC 9304 7803 BANK OF AMERICA CORP. 6318 10606 BERKSHIRE HATHAWAY INC 6633 10700 BLACKROCK INC 4101 8118 CHAMPLAIN MID CAP FUND 76910 116500 CHEVRON CORPORATION 3627 6712 CISCO SYSTEMS 4510 5052 COSTCO WHOLESALE GROUP 7684 16502 DELTA AIR LINES 4465 5833 DODGE & COX INCOME FUND 226931 207093 GOLDMAN SACHS GROUP 2223 5787 HOME DEPOT 3373 5196 ISHARES MSCI EAFE ETF 35316 40451 JOHCM INTERNATIONAL SELECT FUND 59979 47712 JOHNSON & JOHNSON 5143 6270 JPMORGAN CHASE & CO 5538 5953 LOCKHEED MARTIN CORP 4969 6799 LULULEMON ATHLETICA 1864 5113 MARRIOTT INTERNATIONAL 3432 9020 MICROSOFT CORP 6043 27827 MORGAN STANLEY 1763 5129 NETFLIX INC 11898 17041 NEXTERA ENERGY 2222 2430 NVIDIA CORP 4501 16342 PFIZER INC 5371 5038 SALESFORCE.COM 2760 5263 SIMON PROPERTY GROUP 1767 4992 THERMO FISCHER SCIENTIFIC INC 5567 10616 UNION PACIFIC CORP 2042 3684 VANGUARD DEVELOPED MARKETS INDEX FUND 46927 58158 VANGUARD EXTENDED MARKET INDEX FUND 60125 116133 VANGUARD INSTITUTIONAL INDEX FUND 79335 133359 VANGUARD SHORT-TERM INVESTMENT GRADE FUND 215883 206719 VISA INC 3482 7290 WAL MART STORES INC 1356 3153 WALT DISNEY CO 4879 4514 WASTE MANAGEMENT 2217 4477 TJX COS INC 5572 8443 BLACKROCK STRATEGIC INCOME OPPORTUNITIES 64861 65697 INFINITY Q DIVERSIFIED ALPHA FUND 21907 67 FREEPORT-MCMORAN INC 4675 6173 ENBRIDGE INC 7830 7024 DUPONT DE MENOURS INC 3840 4616 ELI LILY & CO 6778 11658 REGENERON PHARMACEUTICALS 2951 4391 ADVANCED MICRO DEVICES 7246 11793 PALO ALTO NETWORKS INC. 7671 11795 QUALCOMM INC. 3541 4339 SHOPIFY INC 7469 10516 PROLOGIS INC 5746 5332 SEGALI BRYANT & HAMILL SMALL CAP VALUE FUND 38436 40210 VANGUARD SMALL CAP INDEX FUND 55791 61662 ISHARES CORE MSCI EMERGING MARKETS ETF 20687 23520 DEERE & CO 8321 7997 PARKER HENNIFIN CORP 5532 6910 UBER TECHNOLOGIES INC. 3983 5541 CONSTELLATION BRANDS INC. 3633 3626 BLACKSTONE INC. 5202 7855 ABBOTT LABORATORIES 8046 8806 ORACLE CORP 10749 9489 NEUBERGER BERMAN LONG SHORT FUND 18704 19095 INFINITY Q DIVERSIFIED ALPHA SPECIAL RESERVE 0 11241 98405 98975 50000 47369 BASIS ADJUSTMENT 5768 STATE FILING FEE 60 60 0 BROKER MANAGEMENT FEES 18979 18979 0 FOREIGN TAX 552 552 0