2024-08-09T12:08:44-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990PF 2023-01-01 473885242 ANDIS FOUNDATION INC ANDI 2628842600 1800 RENAISSANCE BLVD STURTEVANT WI 53177 LAURA ANDIS BISHOP PRESIDENT 2628842600 2024-07-17 1 1 JASON FELTZ P00611475 9202315890 2024-06-24 2023 2024-08-08 14:25:15Z X 2954483 X X 6627 6627 63537 63537 19682 987139 19682 89846 89846 0 0 0 1010 0 1010 6555 3278 3277 60962 40562 20400 1257 1257 0 1223 0 1223 851 426 425 71858 45523 26335 138635 138635 210493 45523 164970 -120647 44323 13691 76736 76736 186313 53655 53655 1492673 1178388 1360979 812175 1138430 1092311 460386 396592 370802 2965238 2843801 2954483 0 0 X 0 0 0 0 2965238 2843801 2965238 2843801 2965238 2843801 2965238 -120647 0 2844591 790 2843801 JP MORGAN 3009 868503 858452 10051 10051 JP MORGAN 9000 107742 109005 -1263 -1263 CAPITAL GAINS DIVIDENDS P 10894 10894 10894 19682 616 0 616 0 616 6331 0 0 0 6331 0 5715 5715 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.ANDIS.ORG LAURA ANDIS BISHOP 2628842600 1800 RENAISSANCE BLVD STURTEVANT WI 53177 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 LAURA ANDIS BISHOP 1800 RENAISSANCE BLVD STURTEVANT WI 53177 PRESIDENT AND SECRETARY 5.00 0 0 0 MATTHEW K ANDIS 1800 RENAISSANCE BLVD STURTEVANT WI 53177 VICE PRESIDENT AND TREASURER 0.50 0 0 0 NATHAN JOHNSON 1800 RENAISSANCE BLVD STURTEVANT WI 53177 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 2755740 124381 0 2880121 0 0 2880121 43202 2836919 141846 141846 616 616 141230 0 141230 0 141230 164970 0 164970 141230 0 0 168763 107060 150127 112042 148076 686068 164970 0 0 0 141230 23740 0 0 709808 0 0 0 0 0 0 168763 541045 107060 150127 112042 148076 23740 LAURA ANDIS BISHOP MATTHEW K ANDIS PAT WOEHRER PO BOX 1222 BROOKFIELD WI 53005 2627542799 FOUNDATION@ANDIS.ORG INTERESTED ORGANIZATIONS WHICH MAINTAIN A MISSION MATCHING THAT OF THE FOUNDATION SHOULD REMIT A LETTER OF INTENT INDICATING WHAT IS REQUESTED AND WHY, SUBMITTED TO FOUNDATION@ANDIS.ORG. IF INVITED, THE FOUNDATION WILL REQUEST A LETTER WITH THE ORGANZATION'S QUALIFICATIONS, CURRENT LIST OF BOARD OF DIRECTORS, TOTAL ORGANIZATIONAL BUDGET, FINANCIAL STATEMENTS, AND 501C3 LETTER FROM THE IRS. 2ND WEDNESDAY IN FEBRUARY AND AUGUST ORGANIZATIONS MUST MATCH THE FOUNDATION'S MISSION TO BUILD STRONG FAMILIES, DEVELOP THRIVING KIDS AND FOSTER VIBRANT COMMUNITY, WITH A FOCUS ON RACINE COUNTY AND SOUTHEASTERN WISCONSIN. UNITED WAY (RACINE WI) 2000 DOMANIK DR RACINE WI 53404 PC UNRESTRICTED OPERATING FUNDS 49500 TRINITY LUTHERAN SCHOOL 7900 NICHOLSON RD CALEDONIA WI 53108 PC EDUCATIONAL SCHOLARSHIP 250 THREE HARBORS COUNCIL BOY SCOUTS OF AMERICA 330 S 84TH ST MILWAUKEE WI 53214 PC MATCHING GIFT --UNRESTRICTED 200 ST JOSEPH'S PARISH 1532 N WISCONSIN AVE RACINE WI 53402 PC MATCHING GIFT --UNRESTRICTED 250 SECUREFUTURES FOUNDATION INC 710 N PLANKINTON AVE 1400 MILWAUKEE WI 53203 PC MONEY COACH RACINE 10000 RIVER BEND NATURE CENTER 3600 N GREEN BAY ROAD RACINE WI 53404 PC ANDIS CHICKADEE STORY TRAIL 5000 PAWSPERITY INC 5805 TROOST AVE KANSAS CITY MO 64110 PC UNRESTRICTED OPERATING FUNDS 15000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) RACINE COUNTY 4701 WASHINGTON AVE STE 255 RACINE WI 53406 PC ENDING THE SILENCE 10000 HOSPITALITY CENTER PO BOX 45179 RACINE WI 53404 PC MATCHING GIFT- CLOTHING CLOSET 250 HOMETOWN HEROES INC 1000 BADGER CIRCLE GRAFTON WI 53024 PC GENERAL OPERATIONS 5000 FEED MY STARVING CHILDREN 401 93RD AVE NW COON RAPIDS MN 55433 PC MATCHING GIFT- UNRESTRICTED 250 CYSTIC FIBROSIS FOUNDATION- WISCONSIN CHAPTER 400 S EXECUTIVE DR STE 109 BROOKFIELD WI 53005 PC MATCHING GIFT- UNRESTRICTED 250 BIG SISTERS OF GREATER RACINE INC 840 LAKE AVENUE STE 250 RACINE WI 53403 PC MATCHING GIFT- UNRESTRICTED 250 AMERICAN HEART ASSOCIATION CO PRAIRIE SCHOOL 4050 LIGHTHOUSE DRIVE WIND POINT WI 53402 PC MATCHING GIFT- UNRESTRICTED 250 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC MATCHING GIFT- UNRESTRICTED 185 WISCONSIN 4-H FOUNDATION INC 702 LANGDON ST MADISON WI 537061420 PC LIVESTOCK JUDGING PROGRAMS 10000 YOUNG MENS CHRISTIAN ASSOCIATION (RACINE) 245 MAIN STREET RACINE WI 53403 PC GEO BRAY NEIGHBORHOOD CENTER OPERATIONS 20000 SAMANTHA BOETTCHER 13924 EVANS LANE STURTEVANT WI 53177 NONE I EDUCATIONAL SCHOLARSHIP 5000 BRETT BROHELDEN 4101 21ST ST RACINE WI 53405 NONE I EDUCATIONAL SCHOLARSHIP 5000 JEANNIE SHACKETT 8460 S 20TH ST OAK CREEK WI 53154 NONE I EDUCATIONAL SCHOLARSHIP 2000 138635 A CHANGE IS COMING SCHOLARSHIP FUND 741 NORA LANE DESOTO TX 75115 PC GENERAL SCHOLARSHIP FUND 10000 SAN DIEGO HUMANE SOCIETY AND SPCA 5500 GAINES ST SAN DIEGO CA 92110 PC SUPPORT TO FAMILIES IN NEED 1000 REDROVER PO BOX 188890 SACRAMENTO CA 95818 PC GENERAL PROGRAMS 10000 RACINE ZOOLOGICAL SOCIETY 200 GOOLD STREET RACINE WI 53404 PC YOUTH SUMMER CAMP 5000 26000 14 6627 14 63537 18 19682 0 89846 0 89846 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6555 3278 3277 AIR PRODUCTS AND CHEMICALS 7838 7897 AMAZON.COM INC 11102 11123 AMERN EXPRESS CO 7847 7939 APPLE INC 10840 10967 ASTRAZENECA FIN LLC 10521 10787 BK OF AMER CORP 12622 12969 BK OF NY MELLON CORP 7843 7915 BLACKROCK INC 6906 6970 BOOKING HOLDINGS INC 7572 7727 BP CAP MARKETS AMER 7810 7951 BURLINGTON NORTH SANTA FE 7829 7899 CENCORA INC 7544 7707 CHEVRON CORP 7270 7424 CHUBB INA HOLDINGS INC 6765 6845 CHURCH AND DWIGHT CO INC 7602 7658 CIGNA GROUP 7450 7710 CITIGROUP INC 9664 9766 COMCAST CORP 8787 8831 COMWLTH EDISON CO 7488 7615 EIDP INC 7894 7969 ELEVANCE HEALTH INC 7807 7893 FL PWR AND LT CO 7082 7155 GILEAD SCIENCES INC 7888 7962 GOLDMAN SACHS GROUP INC 9789 9943 HOME DEPOT INC 8618 8865 IL TOOL WORKS INC 7534 7640 INTUIT INC 7325 7538 JOHN DEERE CAP CORP 7375 7518 META PLATFORMS INC 7661 7790 MID-AMERICA APARTMENTS 7873 8161 MORGAN STANLEY 11749 11927 PAYPAL HOLDINGS INC 7479 7598 PEPSICO INC 10119 10089 PHILIP MORRIS INTL INC. 6975 6990 PHILLIPS 66 7744 7951 PIMCO INCOME FUND-INS 24214 23636 RLTY INCOME CORP 6937 6994 RTX CORP 7012 7028 SIX CIRCLES CREDIT OPPORT 50453 47144 SIX CIRCLES GLOBAL BOND 378761 344918 SIX CIRCLES ULTR SHRT DUR 23189 23402 ST STR CORP 6922 6967 THERMO FISHER SCIENTIFIC 7568 7745 TJX COS INC 7416 7556 TWDC ENTERPRISES 18 CORP 7715 7784 UNITEDHEALTH GROUP INC 7156 7238 UTD PARCELS SVC 7546 7660 VANGUARD INT-TERM CORPORATE 59619 61285 VANGUARD LONG-TERM TREASURY ETF 24203 25289 VANGUARD MORTGAGE-BACKED SEC 51676 46777 VANGUARD TOTAL BOND MARKET 134579 122167 VERIZON COMMUNICATIONS 8148 8363 VISA INC 8670 8781 WALMART INC 10693 10867 WASTE MGMT INC 6821 7030 WELLS FARGO AND CO 6920 6991 FIDELITY 500 INDEX-INST PRM 510688 668877 JP MORGAN BETABUILDERS CANADA 43149 49693 JP MORGAN BETABUILDERS EUROPE ETF 34313 36784 JP MORGAN BETABUILDERS JAPAN ETF 77562 71480 JP MORGAN BTABLDRS DEV ASIA X-JPM 40741 35944 SIX CIRCLES INTL UNCON EQ 188512 193364 SIX CIRCLES US UNCONSTR EQ 283423 304837 TORONTO-DOMINION BK AT COST 7758 7871 VANGUARD TOTAL INTL BOND ETF AT COST 388834 362931 LEGAL FEES 1010 0 1010 COST ADJUSTMENTS 790 INSURANCE 851 426 425 ADVISORY FEES 20162 20162 0 MANAGEMENT FEES 40800 20400 20400 FOREIGN TAX PAID 1257 1257 0