2024-10-30T08:51:31-07:00 2023-12-31 391395261 DONALD H STURM CPA 6214 WASHINGTON AVENUE SUITE C-8 RACINE WI 53406 990PF 2023-01-01 391934819 THE J VERNON STEINLE & ELMYRA K STEINLE FOUNDATION INC JVER 2626199000 5605 WASHINGTON AVENUE RACINE WI 53406 ERIC J MARKUSEN SECRETARY/TREASURER 2626199000 2024-04-22 true DONALD H STURM P00184946 2628849480 2024-10-30 X 2023 2024-10-15 13:58:12Z X 1810194 X X 50093 50093 50093 57630 1028155 57630 0 0 0 107723 107723 50093 2260 2260 2260 4950 4950 4950 0 3283 3283 3283 0 13802 13802 13802 24295 24295 24295 0 277500 277500 301795 24295 24295 277500 -194072 83428 25798 19438 27616 27616 0 0 643727 554435 1083950 800089 687131 698628 0 0 0 0 0 0 1463254 1269182 1810194 0 0 0 0 0 X 1463254 1269182 1463254 1269182 1463254 1269182 1463254 -194072 1269182 1269182 COMMON STOCK, 6 SHS. ABBVIE INC P 2023-01-06 2023-12-14 928 0 999 -71 0 0 0 -71 COMMON STOCK, 32 SHS. ABBOTT LABS P 1998-03-30 2023-12-14 3474 0 522 2952 0 0 0 2952 COMMON STOCK, 4 SHS. ACCENTURE IRL PLC P 2023-05-31 2023-12-14 1373 0 1230 143 0 0 0 143 COMMON STOCK, 87 SHS. ALPHABET INC A P 2010-05-10 2023-12-14 10621 0 1137 9484 0 0 0 9484 COMMON STOCK, 13 SHS. AMAZON.COM INC P 2009-09-11 2023-01-17 1266 0 55 1211 0 0 0 1211 COMMON STOCK, 20 SHS. AMAZON.COM INC P 2023-08-07 2023-12-14 2949 0 2840 109 0 0 0 109 COMMON STOCK, 56 SHS. APPLE INC P 2010-12-20 2023-12-14 11083 0 644 10439 0 0 0 10439 COMMON STOCK, 10 SHS. ASML HOLDING NV NY P 2021-01-29 2023-09-18 5966 0 5395 571 0 0 0 571 COMMON STOCK, 272 SHS. BANK AMERICA CORP P 2017-08-11 2023-06-21 7884 0 6521 1363 0 0 0 1363 COMMON STOCK, 13 SHS. BERKSHIRE HATHAWAY P 2022-03-01 2023-12-14 4655 0 4108 547 0 0 0 547 COMMON STOCK, 9 SHS. CHEVRON CORP P 2022-10-21 2023-12-14 1343 0 1552 -209 0 0 0 -209 COMMON STOCK, 1 SH. CHIPOTLE MEXICAN GRILL A P 2022-08-05 2023-12-14 2288 0 1599 689 0 0 0 689 COMMON STOCK, 125 SHS. CONOCOPHILLIPS P 2021-01-15 2023-02-21 13301 0 6066 7235 0 0 0 7235 COMMON STOCK, 30 SHS. COPART INC P 2023-02-21 2023-12-14 1478 0 1037 441 0 0 0 441 COMMON STOCK, 14 SHS. COSTCO WHLSE CORP P 2009-12-28 2023-12-14 8275 0 852 7423 0 0 0 7423 COMMON STOCK, 17 SHS. DANAHER CORP P 2006-10-25 2023-12-14 3876 0 406 3470 0 0 0 3470 COMMON STOCK, 30 SHS. DOLLAR GENL CORP NEW P 2022-12-27 2023-03-24 6149 0 7417 -1268 0 0 0 -1268 COMMON STOCK, 40 SHS. ESTEE LAUDER CO INC P 2018-05-04 2023-11-01 4204 0 5465 -1261 0 0 0 -1261 COMMON STOCK, 6 SHS. META PLATFORMS INC A P 2023-08-01 2023-12-14 2000 0 1935 65 0 0 0 65 COMMON STOCK, 65 SHS. FASTENAL CO P 2022-01-28 2023-12-14 4171 0 3585 586 0 0 0 586 COMMON STOCK, 11 SHS. HOME DEPOT INC P 2012-03-13 2023-12-14 3876 0 541 3335 0 0 0 3335 COMMON STOCK, 180 SHS. ISHARES GOLD TR NEW ETF P 2020-05-13 2023-12-14 6842 0 5915 927 0 0 0 927 COMMON STOCK, 51 SHS. IDEX CORP P 2019-12-02 2023-09-18 11049 0 8182 2867 0 0 0 2867 COMMON STOCK, 9 SHS. ILLINOIS TOOL WORKS INC P 2017-03-14 2023-12-14 2333 0 1206 1127 0 0 0 1127 COMMON STOCK, 2 SHS. INTERCONTINENTAL EXCH P 2022-01-31 2023-01-17 215 0 251 -36 0 0 0 -36 COMMON STOCK, 5 SHS. INTERCONTINENTAL EXCH P 2013-07-16 2023-01-17 538 0 182 356 0 0 0 356 COMMON STOCK, 2 SHS. INTUIT INC P 2023-02-03 2023-12-14 1197 0 850 347 0 0 0 347 COMMON STOCK, 26 SHS. JPMORGAN CHASE P 2008-03-10 2023-12-14 4193 0 986 3207 0 0 0 3207 COMMON STOCK, 30 SHS. JOHNSON & JOHNSON P 2022-07-19 2023-05-31 4647 0 5259 -612 0 0 0 -612 COMMON STOCK, 30 SHS. JOHNSON & JOHNSON P 2022-06-16 2023-09-07 4779 0 5118 -339 0 0 0 -339 COMMON STOCK, 46 SHS. L3HARRIS TECH P 2022-04-27 2023-01-18 8868 0 11192 -2324 0 0 0 -2324 COMMON STOCK, 8 SHS. LINDE PLC NEW P 2022-04-21 2023-12-14 3276 0 2266 1010 0 0 0 1010 COMMON STOCK, 2 SHS. LINDE PLC P 2022-04-21 2023-01-17 671 0 323 348 0 0 0 348 COMMON STOCK, 3 SHS. MARSH & MCLENNAN COS INC P 2022-08-12 2023-01-17 519 0 517 2 0 0 0 2 COMMON STOCK, 13 SHS. MARSH & MCLENNAN COS P 2022-08-12 2023-12-14 2492 0 2076 416 0 0 0 416 COMMON STOCK, 17 SHS. MASTERCARD INC A P 2009-04-01 2023-12-14 7111 0 271 6840 0 0 0 6840 COMMON STOCK, 10 SHS. MCDONALDS CORP P 2017-05-22 2023-12-14 2845 0 1491 1354 0 0 0 1354 COMMON STOCK, 23 SHS. MICROSOFT CORP P 2002-12-10 2023-12-14 8143 0 625 7518 0 0 0 7518 COMMON STOCK, 10 SHS. MICROCHIP TECH INC P 2023-09-18 2023-12-14 928 0 778 150 0 0 0 150 COMMON STOCK, 4 SHS. NVIDIA CORP P 2023-10-06 2023-12-14 1926 0 1814 112 0 0 0 112 COMMON STOCK, 25 SHS. NVIDIA CORP P 2020-04-01 2023-05-03 6527 0 1553 4974 0 0 0 4974 COMMON STOCK, 50 SHS. NEXTERA ENERGY INC P 2022-08-12 2023-12-14 3142 0 4455 -1313 0 0 0 -1313 COMMON STOCK, 26 SHS. NIKE INC B P 2016-11-28 2023-12-14 3211 0 1337 1874 0 0 0 1874 COMMON STOCK, 2 SHS. OREILLY AUTO P 2019-10-25 2023-12-14 1905 0 878 1027 0 0 0 1027 COMMON STOCK, 5 SHS. POOL CORP P 2022-01-13 2023-12-14 1987 0 2544 -557 0 0 0 -557 COMMON STOCK, 9 SHS. PROCTER & GAMBLE CO P 2023-11-07 2023-12-14 1331 0 1386 -55 0 0 0 -55 COMMON STOCK, 30 SHS. PROCTER & GAMBLE CO P 2022-03-29 2023-12-14 4341 0 4702 -361 0 0 0 -361 COMMON STOCK, 6 SHS. PROLOGIS INC P 2022-03-10 2023-01-17 730 0 916 -186 0 0 0 -186 COMMON STOCK, 83 SHS. PROLOGIS INC P 2021-09-27 2023-08-01 10286 0 11054 -768 0 0 0 -768 COMMON STOCK, 9 SHS. S&P GLOBAL INC P 2015-07-30 2023-12-14 3936 0 925 3011 0 0 0 3011 COMMON STOCK, 4 SHS. SALESFORCE INC P 2023-07-13 2023-12-14 1024 0 921 103 0 0 0 103 COMMON STOCK, 4 SHS. SERVICENOW INC P 2020-03-12 2023-12-14 2730 0 1089 1641 0 0 0 1641 COMMON STOCK, 2 SHS. SHERWIN WILLIAMS CO P 2022-05-09 2023-01-17 491 0 556 -65 0 0 0 -65 COMMON STOCK, 4 SHS. SHERWIN WILLIAMS CO P 2022-05-09 2023-12-14 1232 0 1113 119 0 0 0 119 COMMON STOCK, 0.667 SHS. VERALTO CORP P 2006-10-25 2023-10-05 50 0 6 44 0 0 0 44 COMMON STOCK, 15 SHS. TEXAS INSTR INC P 2016-03-04 2023-12-14 2556 0 827 1729 0 0 0 1729 COMMON STOCK, 4 SHS. TEXAS INSTR INC P 2023-02-17 2023-12-14 672 0 701 -29 0 0 0 -29 COMMON STOCK, 8 SHS. THERMO FISHER SCIENTIFIC P 2019-09-15 2023-12-14 4163 0 2361 1802 0 0 0 1802 COMMON STOCK, 4 SHS. UNION PACIFIC CORP P 2017-03-14 2023-01-17 857 0 421 436 0 0 0 436 COMMON STOCK, 7 SHS. UNION PACIFIC CORP P 2023-06-21 2023-12-14 1696 0 1423 273 0 0 0 273 COMMON STOCK, 9 SHS. UNITEDHEALTH GROUP INC P 2016-02-19 2023-12-14 4801 0 1062 3739 0 0 0 3739 COMMON STOCK, 45 SHS. VALERO ENERGY P 2020-12-11 2023-05-31 5302 0 2669 2633 0 0 0 2633 COMMON STOCK, 12 SHS. VISA INC CL A P 2016-08-22 2023-12-14 3105 0 975 2130 0 0 0 2130 COMMON STOCK, 68 SHS. WEC ENERGY GROUP P 2022-09-06 2023-10-12 5522 0 7006 -1484 0 0 0 -1484 COMMON STOCK, 19 SHS. ZOETIS INC A P 2018-11-14 2023-12-14 3802 0 1772 2030 0 0 0 2030 ISHARES CORE MSCI EMERGING MKTS, 60 SHS P 2023-01-09 2023-12-14 3034 0 2982 52 0 0 0 52 ISHARES MSCI EAFE, 31 SHS P 2020-03-12 2023-01-04 1449 0 1063 386 0 0 0 386 ISHARES MSCI EAFE VAL ETF, 135 SHS P 2020-03-12 2023-12-14 7055 0 4631 2424 0 0 0 2424 ISHARES CORE S&P SMALL CAP ETF, 36 SHS P 2023-12-07 2023-12-14 3833 0 3613 220 0 0 0 220 ISHARES CORE S&P SMALL CAP ETF, 44 SHS P 2022-08-15 2023-12-14 4720 0 4236 484 0 0 0 484 ISHARES RUSSELL MIDCAP INDEX ETF, 120 SHS P 2009-12-28 2023-12-14 9314 0 2515 6799 0 0 0 6799 WCM FOCUSED INTL GROWTH INSTL, 37.697 SHS P 2023-01-04 2023-12-14 849 0 783 66 0 0 0 66 WCM FOCUSED INTL GROWTH INSTL, 332.303 SHS P 2020-06-05 2023-12-14 7487 0 6648 839 0 0 0 839 MFS INTL INTRINSIC VALUE, 104 SHS P 2022-12-09 2023-01-17 4146 0 4019 127 0 0 0 127 MFS INTL INTRINSIC VALUE, 335 SHS P 2022-12-09 2023-12-14 14837 0 11655 3182 0 0 0 3182 PRINCIPAL MIDCAP INSTL, 30 SHS P 2022-12-14 2023-01-17 992 0 979 13 0 0 0 13 PRINCIPAL MIDCAP INSTL R6, 22.190 SHS P 2022-12-15 2023-12-14 846 0 725 121 0 0 0 121 PRINCIPAL MIDCAP INSTL R6, 302.810 SHS P 2020-02-04 2023-12-14 11546 0 9877 1669 0 0 0 1669 SELECT SECTOR TRUST RE SPDR, 12 SHS P 2022-06-22 2023-01-17 474 0 484 -10 0 0 0 -10 SELECT SECTOR TRUST RE SPDR, 90 SHS P 2022-06-22 2023-12-14 3645 0 3634 11 0 0 0 11 VANGUARD VALUE ETF, 42 SHARES P 2020-09-03 2023-12-14 6276 0 4519 1757 0 0 0 1757 75,000 APPLE INC 2.85%, 022323 P 2018-06-20 2023-02-23 75000 0 74170 830 0 0 0 830 25,000 WALMART INC 3.05%, 070826 P 2020-10-29 2023-12-14 24211 0 28096 -3885 0 0 0 -3885 BAIRD AGGREGATE BOND INSTL CL, 1015.327 SHS P 2022-12-30 2023-12-04 9717 0 9725 -8 0 0 0 -8 BAIRD AGGREGATE BOND INSTL CL, 28818.417 SHS P 2017-02-16 2023-12-04 275792 0 308240 -32448 0 0 0 -32448 SPDR BLOOMBERG TBILL ETF, 412 SHS. P 2022-05-16 2023-01-09 37697 0 37716 -19 0 0 0 -19 VANGUARD TOTAL BOND MKT ETF, 1936 SHS. P 2022-04-19 2023-12-04 138079 0 148083 -10004 0 0 0 -10004 VANGUARD INTERMED T BOND ETF, 2374 SHS. P 2022-04-18 2023-12-04 138025 0 146272 -8247 0 0 0 -8247 57630 -1991 1160 0 1160 0 1160 0 0 0 1160 0 false false false false false false false true true WI true true false false false true N/A DONALD H STURM CPA 2628849480 6214 WASHINGTON AVENE SUITE C-8 MT PLEASANT WI 534063986 false false false false false false false false false false false false false false false false false false false false false ROBERT F SIEGERT MD 5048 CITATION DRIVE RACINE WI 53402 PRESIDENT 2.00 0 0 0 CHRIS LEBERFING ONE MAIN STREET STE 300 RACINE WI 53403 VICE-PRESIDENT 2.00 0 0 0 ERIC J MARKUSEN 5605 WASHINGTON AVE STE 5 RACINE WI 53406 SEC-TREAS 2.00 0 0 0 MICHAEL A STURM 6214 WASHINGTON AVE STE C-8 MT PLEASANT WI 534063986 ASST SECRETARY 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MAKES GRANTS TO 501(C)(3)ORGANIZATIONS WHICH PAY MEDICAL BILLS OF RESIDENTS OF RACINE COUNTY WISCONSIN RESIDING EAST OF INTERSTATE HIGHWAY 94. 0 1935638 0 0 1935638 0 1935638 29035 1906603 95330 X 0 277500 277500 0 149929 565000 272500 277500 277500 1542429 277500 0 277500 1819929 0 0 0 0 149929 1670000 565000 272500 277500 277500 277500 X 25798 29058 35818 45343 136017 21928 24699 30445 38542 115614 277500 277500 277500 272500 1105000 277500 277500 277500 272500 1105000 63554 71767 86361 81717 303399 NONE NONE X ASCENSION ALL SAINTS HOSPITAL FDN 3801 SPRING STREET RACINE WI 53405 PUBLIC PROVIDE INDIVIDUALSMEDICAL BENEFITS 150000 HEALTHCARE NETWORK RACINE INC 904 STATE STREET RACINE WI 53404 PUBLIC PROVIDE INDIVIDUALSMEDICAL BENEFITS 125000 FOCUS ON COMMUNITY INC 510 COLLEGE AVENUE RACINE WI 53403 PUBLIC PROVIDE INDIVIDUALSMEDICAL BENEFITS 2500 277500 NONE 0 4 PROVIDES FUNDS FOR DISTRIBUTIONS TO CHARITIES. false false false false false false false false false false DONALD H STURM, CPA PREPARATION OF FORM 990-PF 4950 4950 4950 FOLEY SHANNON POWERS & RUSCH SC LEGAL SERVICES IN REGARD TO OPERATIONS 2260 2260 2260 INSURANCE 688 688 688 INVESTMENT ADVISORY FEES 13114 13114 13114 FOREIGN TAXES WITHHELD 7 7 7 FEDERAL EXCISE TAX 3276 3276 3276