2024-04-19T17:07:58-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2023-01-01 396096022 COL L C CHRISTENSEN CHARITABLE AND RELIGIOUS FOUNDATION INC COLL 2626327541 840 LAKE AVENUE 300 RACINE WI 53403 STEPHEN SMITH SECRETARY 2626327541 2024-04-17 1 STEPHEN SMITH 999009999 1 LAURA SCHWEITZER CPA P01760010 6086628600 2024-04-17 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3793087 X X 71 71 75941 77018 139931 778176 139931 215943 217020 15100 7550 7550 2319 1159 1160 3623 1811 1812 16516 16516 0 4476 231 0 3327 0 3327 45361 27267 13849 162500 162500 207861 27267 176349 8082 189753 42633 209729 209729 105557 177342 175412 1919284 1837743 3147979 233158 177361 175038 168414 83896 82958 10936 1993 1971 2479982 2488064 3793087 0 0 X 2479982 2488064 0 0 0 0 2479982 2488064 2479982 2488064 2479982 8082 0 2488064 0 2488064 PUBLIC SECURITIES - SHORT TERM 288409 287312 1097 1097 PUBLIC SECURITIES - LONG TERM 489767 350933 138834 138834 139931 2638 0 2638 0 2638 3280 0 0 0 3280 0 642 642 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A KELLY BUCHHOLTZ 7155773582 N6428 906TH ST ELK MOUND WI 54739 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROL J CHRISTENSEN 840 LAKE AVENUE RACINE WI 53403 DIRECTOR 1.00 2200 0 0 HAROLD K CHRISTENSEN JR 840 LAKE AVENUE RACINE WI 53403 PRESIDENT 1.00 2200 0 0 STEPHEN SMITH 840 LAKE AVENUE RACINE WI 53403 SECRETARY 1.00 2200 0 0 MARY TURNER 840 LAKE AVENUE RACINE WI 53403 DIRECTOR 1.00 2200 0 0 KELLY BUCHHOLTZ 840 LAKE AVENUE RACINE WI 53403 TREASURER 1.00 5200 0 0 ANDREA OPPMANN 840 LAKE AVENUE RACINE WI 53403 DIRECTOR 1.00 1100 0 0 NONE 0 NONE 0 0 3451885 114338 0 3566223 0 0 3566223 53493 3512730 175637 175637 2638 2638 172999 0 172999 0 172999 176349 0 176349 172999 161479 0 0 176349 161479 0 0 14870 0 0 0 0 0 0 0 0 158129 0 0 0 STEPHEN J SMITH CO HOSTAK HENZL BIC 840 LAKE AVENUE SUITE 300 RACINE WI 53403 2626327541 NO SPECIAL FORM BUT ALL APPLICATIONS MUST BE SUBMITTED IN WRITING. YOU MUST SUBMIT SIX COPIES OF YOUR LETTER REQUESTING A GRANT AND EACH ATTACHMENT THAT IS SENT WITH THE LETTER. NO PARTICULAR DEADLINES NO PARTICULAR RESTRICTIONS, ALTHOUGH GRANTS ARE NORMALLY MADE ONLY TO CHARITABLE ORGANIZATIONS IN RACINE, WI OR ABBOTSFORD, WI AREAS HAROLD K CHRISTENSEN JR CC TO ATTOR 840 LAKE AVENUE RACINE WI 53403 7152236345 NO SPECIAL FORM BUT ALL APPLICATIONS MUST BE SUBMITTED IN WRITING. YOU MUST SUBMIT SIX COPIES OF YOUR LETTER REQUESTING A GRANT AND EACH ATTACHMENT THAT IS SENT WITH THE LETTER. NO PARTICULAR DEADLINES NO PARTICULAR RESTRICTIONS, ALTHOUGH GRANTS ARE NORMALLY MADE ONLY TO CHARITABLE ORGANIZATIONS IN RACINE, WI OR ABBOTSFORD, WI AREAS ABBOTSFORD BOY SCOUTS PO BOX 400 ABBOTSFORD WI 54405 NONE PC GENERAL SUPPORT 1000 ABBOTSFORD CUB SCOUTS PO BOX 400 ABBOTSFORD WI 54405 NONE PC GENERAL SUPPORT 1000 ABBOTSFORD FIRE AND AMBULANCE SERV INC PO BOX 477 ABBOTSFORD WI 54405 NONE PC GENERAL SUPPORT 16000 ABBOTSFORD GIRL SCOUTS PO BOX 400 ABBOTSFORD WI 54405 NONE PC GENERAL SUPPORT 2000 ABBOTSFORD LIBRARY 203 N FIRST STREET ABBOTSFORD WI 54405 NONE GOV GENERAL SUPPORT 1500 ADULT LITERACY OF CLARK COUNTY N7309 STERLING AVENUE NEILLSVILLE WI 54456 NONE GOV GENERAL SUPPORT 2000 BETHANY APARTMENTS 806 WISCONSIN AVENUE RACINE WI 53403 NONE PC TO AID IN THEIR MISSION TO PROVIDE TRANSITIONAL HOUSING TO WOMEN AND CHILDREN WHO HAVE SUFFERED FROM DOMESTIC ABUSE 4000 CAMP HOPE INC PO BOX 84 AMHERST WI 54406 NONE PC GENERAL SUPPORT 2000 CHORAL ARTS SOCIETY INC 716 COLLEGE AVE STE 201 RACINE WI 53403 NONE PC GENERAL SUPPORT 1700 CHRIST LUTHERAN CHURCH 308 W LINDEN STREET ABBOTSFORD WI 54405 NONE PC GENERAL SUPPORT 4000 CITY OF ABBOTSFORD PO BOX 589 ABBOTSFORD WI 54405 NONE GOV BASEBALL FIELD CONCESSION STAND BUILDING AND UPGRADES TO H.K. CHRISTENSEN PARK 20000 COLBY PUBLIC LIBRARY 211 W SPENCE STREET COLBY WI 54421 NONE GOV STORY TIME PROGRAM SUPPORT 3300 COMMUNITY UNITED PANTRY W414 OAK ROAD COLBY WI 54421 NONE PC GENERAL SUPPORT 3500 HALO INC (HOMELESS ASSISTANCE LEADERSHIP ORG) 2000 DEKOVEN AVENUE RACINE WI 53403 NONE PC OPERATING EXPENSES 4000 HOLY COMMUNION LUTHERAN CHURCH 2000 W 6TH STREET RACINE WI 53405 NONE PC FOOD PANTRY SUPPORT 4000 HOLY COMMUNION LUTHERAN CHURCH 2000 W 6TH STREET RACINE WI 53405 NONE PC GENERAL SUPPORT 3000 INTERFAITH VOLUNTEER CAREGIVERS OF CLARK COUNTY INC 213 HILL STREET NEILLSVILLE WI 54456 NONE PC GENERAL SUPPORT 1000 LUTHER COLLEGE 700 COLLEGE DRIVE DECORAH IA 52101 NONE PC FOR SCHOLARSHIP ENDOWMENT FUND 10000 RACINE ART MUSEUM 441 MAIN ST RACINE WI 53403 NONE PC GENERAL SUPPORT 900 RACINE CHRISTIAN SCHOOL 912 VIRGINIA STREET RACINE WI 53405 NONE PC GENERAL SUPPORT 1000 RACINE CONCERT BAND ASSOCIATION 800 CENTER STREET ROOM 15 RACINE WI 53403 NONE PC GENERAL SUPPORT 500 RACINE HABITAT FOR HUMANITY 1501 VILLA STREET RACINE WI 53403 NONE PC GENERAL SUPPORT 9000 RACINE LITERACY COUNCIL 734 LAKE AVENUE RACINE WI 53403 NONE PC ADULT LITERACY PROGRAM SUPPORT 3000 RACINE LUTHERAN HIGH SCHOOL 251 LUEDTKE AVENUE RACINE WI 53405 NONE PC GENERAL SUPPORT 3000 RACINE SYMPHONY ORCHESTRA ASSOCIATION INC PO BOX 1874 RACINE WI 53401 NONE PC GENERAL SUPPORT 2000 RACINE THEATRE GUILD 2519 NORTHWESTERN AVE RACINE WI 53404 NONE PC GENERAL SUPPORT 600 RACINE YMCA 725 LAKE AVENUE RACINE WI 53403 NONE PC YOUTH PROGRAM 2500 RIVER BEND NATURE CENTER 3600 N GREEN BAY ROAD RACINE WI 53404 NONE PC GENERAL SUPPORT 1500 RONALD MCDONALD HOUSE - MARSHFIELD 803 W NORTH ST MARSHFIELD WI 54449 NONE PC GENERAL SUPPORT 3000 ROOT PIKE WATERSHED INITATIVE NETWORK INC 4116 12TH STREET KENOSHA WI 53144 NONE PC GENERAL SUPPORT 2000 SALVATION ARMY 1901 WASHINGTON AVE RACINE WI 53403 NONE PC AFTER SCHOOL MEALS FOR IMPOVERISHED STUDENTS & KIDS HEALTHY DINER PROGRAM 12500 SCHOOL DISTRICT OF ABBOTSFORD 510 WEST HEMLOCK STREET ABBOTSFORD WI 54405 NONE GOV ROLLING CABINET FOR THE AGRICULTURE ROOM 2500 SCHOOL DISTRICT OF ABBOTSFORD 510 WEST HEMLOCK STREET ABBOTSFORD WI 54405 NONE GOV IPADS, BLUETOOTH MICROPHONES AND NEW FOOTBALL PRESS BOX SOUND SYSTEM 7000 ST BERNARD'S CATHOLIC CHURCH 101 W CEDAR STREET ABBOTSFORD WI 54405 NONE PC ABBOTSFORD MOBILE FOOD PANTRY 3000 ST CATHERINE'S HIGH SCHOOL 1200 PARK AVENUE RACINE WI 53403 NONE PC GENERAL SUPPORT 4000 ST MARY'S CATHOLIC SCHOOL 209 S 2ND STREET COLBY WI 54421 NONE PC GENERAL SUPPORT 3000 ST MONICA'S SENIOR CITIZENS HOME 3920 N GREEN BAY ROAD RACINE WI 53404 NONE PC GENERAL SUPPORT 10000 ST PAUL'S LUTHERAN CHURCH 1131 N MERIDIAN STREET CURTISS WI 54422 NONE PC GENERAL SUPPORT 3000 TOYS FOR TOTS 18251 QUANTICO GTWY DR TRIANGLE VA 22172 NONE PC GENERAL SUPPORT 1500 ZION LUTHERAN CHURCH 301 N 2ND STREET COLBY WI 54421 NONE PC COMMUNITY UNITED PANTRY SUPPORT & EQUIPMENT UPGRADE 3000 162500 0 14 71 14 75941 18 139931 0 215943 0 215943 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3623 1811 1812 BANK AMER CORP NOTE 50388 49244 FIDELITY ADVISOR INV GRADE BOND CL Z 101957 100844 THE CHARLES SCHWAB CORP NOTE 25016 24950 ACCENTURE PLC 44388 56847 ALPHABET INC CAP STK CL C 35690 126837 AMAZON.COM INC 44223 137050 AMERICAN INTERNATIONAL GROWTH AND INCOME 69998 73826 ANALOG DEVICES INC COM 26553 63936 APPLE INC 16337 177898 BERKSHIRE HATHAWAY INC 23937 51359 BLACKROCK INC 46075 95792 BROADCOM INC COM 81640 145113 COSTCO WHOLESALE CO 39760 46866 DISNEY WALT CO 69890 55438 ELI LILLY AND CO 28467 123579 GOLDMAN SACHS GQG PARTNERS INTL STOCK FUND 70300 81920 GRAINGER W W INC COM 46226 54694 HOME DEPOT INC 18608 56488 HONEYWELL INTL INC 30348 53476 INTERCONTINENTAL EXCHANGE INC COM 34120 43666 INVESCO EXCH TRADED FD TR II TAXABLE MUN 30424 33288 ISHARES TR ISHS 1-5 YR INVS 215264 220226 ISHARES TR US TREAS BD EFT 185822 193398 JP MORGAN SMALL CAP BLEND CL I STOCK FUND 62200 63289 JPMORGAN CHASE 40561 62087 MCDONALDS CORP 16209 51593 MICROSOFT CORP 30941 263228 NEXTERA ENERGY INC 28145 54302 PEPSICO INC 24100 67936 PROCTER & GAMBLE CO 36021 63745 ROPER TECHNOLOGIES INC. 27819 38707 SCHWAB FUNDAMENTAL US LARGE COMPANY 86838 99166 SPDR INDEX SHS FDS S&P NORTH AMER 103037 100160 STRYKER CORPORATION 70488 90437 THERMO FISHER SCIENTIFIC INC. 36389 42994 UNION PACIFIC CORP COM 22254 54036 UNITED HEALTH GROUP INC. 67969 115823 VISA INC 26702 88779 177342 175412 0 0 FIDELITY ADVISOR INV GRADE BOND CL Z AT COST 1993 1971 LEGAL FEES 2319 1159 1160 INSURANCE 2831 0 2831 OFFICE EXPENSE 243 0 243 TRAVEL 253 0 253 INVESTMENT EXPENSE 16516 16516 0 FOREIGN TAXES 231 231 0 FEDERAL TAXES 4245 0 0