2024-04-23T01:59:09-04:00 2023-12-31 990PF 2023-01-01 391415821 TED AND GRACE BACHHUBER FOUNDATION INC % JoAnn Bachhuber TEDA 9203875554 PO BOX 228 MAYVILLE WI 530500228 BRETT HELMBRECHT TREASURER DIRECTOR 2024-04-23 2023 2023-04-26 12:10:37Z X 45275870 X X 371132 371132 813350 785352 0 2565152 27964189 2565152 0 0 0 0 0 0 0 0 3749634 3721636 0 199958 53364 0 146594 0 0 0 0 27553 6888 0 20665 0 0 0 0 0 0 0 0 51939 50814 0 1125 0 0 0 0 22996 1286 0 35 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6288 709 0 5579 308734 113061 0 173998 5859381 5859381 6168115 113061 0 6033379 -2418481 3608575 0 1804 2297 2297 11746896 10436427 10433627 0 0 0 0 1445339 1245629 1100551 9226199 8517265 32156061 1974517 1774656 1583334 0 0 0 0 0 0 24394755 21976274 45275870 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24394755 21976274 24394755 21976274 24394755 21976274 24394755 -2418481 21976274 21976274 Public Traded Securities 27964189 0 25399037 2565152 0 0 0 2565152 2565152 50159 50159 50159 60000 0 0 60000 9841 9841 0 false false false 0 0 0 false false false false true true WI true false false false false true N/A BRETT HELMBRECHT 9207458806 PO BOX 228 MAYVILLE WI 530500228 false false false false true false false false false false false false false false false false false false false false false false JOANN BACHHUBER PO BOX 228 MAYVILLE WI 53050 PRESIDENT EXECUTIVE DIRECTOR 20.00 105000 10500 0 MARCIA K KRIESER PO BOX 228 MAYVILLE WI 53050 VICE PRESIDENT DIRECTOR 2.00 12000 0 0 JOHN A ST PETER PO BOX 228 MAYVILLE WI 53050 SECRETARY DIRECTOR 2.00 6000 0 0 BRETT E HELMBRECHT PO BOX 228 MAYVILLE WI 53050 TREASURER DIRECTOR 16.00 51458 5083 0 CARL N BACHHUBER PO BOX 228 MAYVILLE WI 53050 DIRECTOR 2.00 6000 0 0 LEO R FISHER PO BOX 228 MAYVILLE WI 53050 DIRECTOR 2.00 7500 0 0 GEORGE F OLSON PO BOX 228 MAYVILLE WI 53050 DIRECTOR 2.00 4500 0 0 GLEN V HELMBRECHT PO BOX 228 MAYVILLE WI 53050 DIRECTOR 2.00 7500 0 0 NONE NONE 0 36385595 9809511 0 46195106 0 0 46195106 3813369 42381737 2119087 2119087 50159 0 50159 2068928 0 2068928 0 2068928 6033379 0 0 0 0 6033379 2068928 1931298 0 6033379 1931298 2068928 2033153 2033153 0 0 0 0 0 0 2033153 2033153 NONE NONE TED AND GRACE BACHHUBER FOUNDATION PO BOX 228 MAYVILLE WI 53050 9203875554 THE FOUNDATION DOES NOT HAVE A FORM TO BE FILLED OUT BY A GRANT APPLICANT. ANY REQUETS FOR GRANTS SHOULD BE MADE IN WRITING SPECIFYING THE PURPOSE OF THE GRANT IN PARTICULAR DETAIL. THIS WRITTEN REQUEST SHOULD INCLUDE: 1. A NARRATIVE PROPOSAL DESCRIBING: THE PLAN OR DESIGN FOR THE PROGRAM INCLUDING ACTIVITIES TO BE CARRIED OUT AND OBJECTIVES TO BE ACHIEVED; AND THE PLAN FOR CONTINUING THE PROJECT AFTER THE TERMINATION OF FOUNDATION SUPPORT 2. AN ITEMIZED BUDGET SHOWING: TOTAL PROJECT COST AND THE AMOUNT REQUESTED FROM THE FOUNDATION; AND SOURCES AMOUNTS AND NATURE OF RESOURCES CONTRIBUTED BY THE APPLICANT AND OTHER SUPPORTERS OF THE PROJECT 3. A LIST OF ANY OTHER GRANT-MAKING AGENCIES TO WHICH THE APPLICATION FOR SUPPORT HAS BEEN MADE 4. A COPY OF THE RULING GRANTING FEDERAL TAX EXEMPTION UNDER 501C3 OF THE INTERNAL REVENUE CODE. ORGANIZATIONS MUST BE CLASSIFIED 509A1 OR 509A2 5. A LIST OF THE MEMBERS OF THE GOVERNING BOARD. NONE THE TED AND GRACE BACHHUBER FOUNDATION SEEKS TO SUPPORT PROGRAMS AND ORGANIZATIONS THAT IMPROVE THE QUALITY OF LIFE IN THE MAYVILLE AREA. GRANTS MADE BY THE FOUNDATION REFLECT THE BOARD'S INTENTION TO ASSIST THE MAYVILLE AREA THROUGH THE FINANCIAL PROMOTION OF EDUCATIONAL CHARITABLE AND OTHER WORTHWHILE AND VIABLE PROJECTS. THESE PROJECTS MUST OFFER OPPORTUNITIES FOR ENRICHED LIFE TO A SUBSTANTIAL NUMBER OF PEOPLE OR PROVIDE MEMBERS OF THE COMMUNITY WITH SKILLS KNOWLEDGE AND ASSISTANCE TO ACCOMPLISH POSITIVE SOCIAL GOALS. GRANTS WILL BE MADE ONLY TO ORGANIZATIONS OR TO CAUSES WHOSE OBJECTIVES ARE CLEARLY DEFINED. THE RECIPIENT OF THE GRANT MUST MEET THE REQUIREMENTS OF BEING A "QUALIFYING DISTRIBUTEE" FOR INTERNAL REVENUE PURPOSES. GRANTS WILL NOT BE MADE TO POLITICAL ORGANIZATIONS OR FOR POLITICAL PURPOSES. GRANTS WILL NOT BE MADE TO INDIVIDUALS. CHRISTIAN LIFE FELLOWSHIP 113 N CLARK STREET MAYVILLE WI 53050 No Relationship PC Support for Mayville food pantry. 20000 CITY OF MAYVILLE 15 S SCHOOL STREET MAYVILLE WI 53050 No Relationship GOV Support for community Rock & Boom festival. 1000 EAA AVIATION FOUNDATION INC 3000 POBEREZNY ROAD OSHKOSH WI 54901 No Relationship PC Promote aviation education. 25000 MAIN STREET MAYVILLE INC 10 S MAIN STREET MAYVILLE WI 53050 No Relationship PC Promote economic growth and development. 20000 MARAIS PLAYERS INC PO BOX 261 MAYVILLE WI 53050 No Relationship PC Provide financial assistance for equipment. 10000 MAYVILLE HISTORICAL SOCIETY INC PO BOX 82 MAYVILLE WI 53050 No Relationship PC Support historical building maintenance. 15000 MAYVILLE LIMESTONE SCHOOL MUSEUM INC PO BOX 102 MAYVILLE WI 53050 No Relationship PC Support historical building maintenance. 15000 MAYVILLE PUBLIC LIBRARY 234 N JOHN STREET MAYVILLE WI 53050 No Relationship GOV Support the purchase of additional library materials. 30000 MAYVILLE PUBLIC LIBRARY 234 N JOHN STREET MAYVILLE WI 53050 No Relationship GOV Provide financial assistance for constructing new library building. 5000000 MAYVILLE PUBLIC SCHOOLS 259 OAK STREET MAYVILLE WI 53050 No Relationship GOV Provide scholarships. 469000 MORAINE PARK FOUNDATION INC 235 N NATIONAL AVENUE FOND DU LAC WI 54936 No Relationship PC Provide scholarships. 25500 ST JOHN'S CHURCH 450 BRIDGE STREET MAYVILLE WI 53050 No Relationship PC Provide financial assistance. 25000 ST JOHN'S SCHOOL 520 BRIDGE STREET MAYVILLE WI 53050 No Relationship PC Provide financial assistance for maintenance equipment curriculum and scholarships. 120000 ST MARY CHURCH PO BOX 22 MAYVILLE WI 53050 No Relationship PC Provide financial assistance. 25000 ST MARY SCHOOL 28 NABER STREET MAYVILLE WI 53050 No Relationship PC Provide financial assistance for maintenance equipment curriculum and scholarships. 55000 VETERANS MEMORIAL OF MAYVILLE INC PO BOX 263 MAYVILLE WI 53050 No Relationship PC Honor members of the military by having their names engraved on a memorial. 1881 WMC FOUNDATION INC DBA WMC BUSINESS WORLD 501 E WASHINGTON AVENUE MADISON WI 53703 No Relationship PC Provide scholarships. 2000 5859381 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 371132 0 0 14 785352 27998 0 0 0 0 0 0 0 0 0 0 0 0 0 18 2565152 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3721636 27998 3749634 4 INTEREST ON STATE AND LOCAL BONDS EXCLUDED FROM GROSS INCOME BY SECTION 103. false false false false false false false false false false Specifically identified cash held for contributions for new library construction plus 1.5% of the remaining amount on Part IX line 3. BARCLAYS BANK 50000 40369 JPMORGAN 200000 179676 LACLEDE GAS CO 198503 214248 MERRILL LYNCH & CO. 100004 107726 PFIZER 0 0 TOYOTA 0 0 VANG SCOTTSDALE FUND 290020 266415 VANG TOTAL CORPORATE BOND 936129 774900 ABBVIE INC 58083 77485 ADVANCED MICRO DEVICES 68703 147410 AFLAC INC 28252 41250 AGILENT TECHNOLOGIES 83207 482434 AIR PRODUCTS AND CHEMICALS INC 53924 54760 ALLIANT ENERGY CORP 307421 1092690 ALLSTATE CORP 205950 913509 ALPHABET 52044 140930 AMAZON.COM INC. 100158 102559 AMCOR PLC 27353 49164 AMERICAN ELECTRIC POWER 43358 40610 AMERICAN WATER WORKS COMPANY INC 26363 26398 AMGEN INC 123937 144010 APPLE INC 58523 385060 ASHLAND GLOBAL HOLDINGS INC 63250 318860 AT&T INC COM 146409 167800 BAXTER INTL INC 74589 226238 BK OF AMERICA CORP 89778 67340 BK MONTREAL QUEBEC 119731 198968 BLOCK INC. 45516 46410 BOEING CO 253594 1303300 BORG WARNER AUTOMOTIVE INC 22162 17925 BP AMOCO PLC 98801 110731 BRISTOL MYERS SQB 151888 249982 CARRIER GLOBAL CORP 63545 135525 CATERPILLAR INC 117100 1768107 CHEMOURS CO 24406 50464 CHEVRON TEXACO CORP 239168 1123175 COCA COLA CO 19093 29465 CONSOLIDATED EDISON INC 39189 45485 CORTEVA INC 47888 126796 CROWDSTRIKE HOLDINGS INC 50905 102128 DEERE & CO 66750 1249594 DISCOVER FINANCIAL SERVICES 11287 196700 DOCUSIGN INC 63146 17835 DOW INC 102767 145107 DUPONT DE NEMOURS INC 162616 203557 DUKE ENERGY CORPORATION 50839 48520 EATON CORPORATION PLC 72159 120410 ELI LILLY AND COMPANY 99657 97348 EMERSON ELECTRIC CO 114965 194660 ETSY INC 29680 16210 EXXON MOBIL CORP 119240 499900 FIRST CITIZENS BANCSHARES INC 78069 221359 FIVERR INTERNATIONAL LTD 18186 2722 FORD MTR CO 42345 42616 HARTFRD FINL SVCS 148687 321681 HONEYWELL INTERNATL 142356 869877 INTEL 44312 251250 INTERNATIONAL BUSINESS MACHINES 277716 1308400 JOHNSON & JOHNSON 52582 156740 JOHNSON CONTROLS INTL 392934 495704 KEYSIGHT TECHNOLOGIES 23707 276021 KIMBERLY CLARK CORP 108687 264892 KYNDRYL HOLDINGS INC. 12124 33248 LOCKHEED MARTIN CORP 99571 100619 MARATHON PETROLEUM CORP 86410 890160 MASTERCARD 50760 106628 MERCK & CO INC 246854 654120 MICROSOFT CORP 55336 1692180 MORGAN S DEAN WITTER DSC 55067 326375 NEXTERA ENERGY INC 49201 48592 NVIDIA CORP 153054 594265 ORGANON & CO 12022 8652 OTIS WORLDWIDE CORP 45420 105485 PARKER HANNIFIN 146881 1557166 PEPSICO INC 74046 84920 PHINIA INC 2986 3029 PINNACLE WEST CAPITAL CORP 43185 35920 PLUG POWER INC 37190 3150 PROCTOR & GAMBLE 38623 73270 RAYTHEON TECHNOLOGIES CORP 134115 198486 ROCKWELL AUTOMATION 72187 1125180 SELECT SECTOR SPDR TRUST 32873 31665 SHOPIFY INC 101473 77900 T ROWE PRICE - CAP APPR 58959 99274 TEXAS INSTRS INC 76396 1329588 TJX COS INC 13086 938100 TRADE DESK INC 64358 71960 TRAVELERS CO INC 37017 269353 UNION PACIFIC CORP 116106 491240 VALVOLINE 99466 586210 VANGUARD - 500 PORTFOLIO 175000 1076784 VANGUARD - GLOBAL EQUITY 50000 70397 VANGUARD - HEALTHCARE 250000 422918 VANGUARD - MIDCAP GROWTH 250000 391846 VERIZON COMMUNICATION 289567 341675 VISA INC 48782 91122 WALMART INC 53850 635960 WALGREEN BOOTS ALLIANCE 106278 261100 WARNER BROS. DISCOVERY INC. 45147 27528 WEC ENERGY GROUP INC 63438 420850 XCEL ENERGY INC 35772 30955 ZIMMER BIOMET HOLDINGS 7503 59268 ZIMVIE INC. 187 852 1445339 1100551 1245629 1100551 Other Expenses 6288 709 0 5579 Other Professional Fees 51939 50814 0 1125 Excise Tax 21675 0 0 0 Foreign Tax 1286 1286 0 0 WI Business Registration Tax 35 0 0 35