2025-11-03T15:04:16-05:00 2024-12-31 391625814 Engelson & Associates Ltd 3317 Mormon Coulee Road La Crosse WI 54601 990PF 2024-01-01 872711393 ORC Sheltered Friends Foundation % Robert Burg ORCS 6087817727 2700 Commerce Street La Crosse WI 54603 ROBERT BURG Treasurer 6087817727 2025-10-28 true true WILLIAM J SHERRY CPA P00231592 6087882181 2025-11-03 2024 2025-03-06 01:10:19Z X 19483445 X X 14 14 338764 338764 317584 12847310 317584 656362 656362 42 42 13855 36132 28906 7226 1735 845 890 51764 29751 8158 658478 658478 710242 29751 666636 -53880 626611 0 47188 5657 5657 10973 10987 10987 17140 23432 23432 12961873 10173095 10173095 4894164 9270274 9270274 17931338 19483445 19483445 8710 0 8710 X 17931338 19474735 17931338 19474735 17931338 19483445 17931338 -53880 1597277 19474735 19474735 TrustPoint Summary P 2024-09-01 2024-12-31 17720 18078 -358 -358 Bessemer Summary P 2021-11-15 2024-12-31 757219 679930 77289 77289 Vanguard Summary P 2021-11-15 2024-12-31 12072371 11831718 240653 240653 317584 -358 8710 0 8710 0 8710 8710 false false false false false false false true true WI true false false false false true ROBERT BURG 6087817727 2700 Commerce St La Crosse WI 54603 false false false false false false false false false false false false false false false false false false false false false Robert Burg 2700 Commerce St La Crosse WI 54603 Treasurer 1.00 0 0 0 Kelly Iverson 2700 Commerce Street La Crosse WI 54603 Chair 1.00 0 0 0 Joseph Connell 2700 Commerce Street La Crosse WI 54603 VP 1.00 0 0 0 Darla Krzoska 2700 Commerce Street La Crosse WI 54603 Secretary 1.00 0 0 0 Larry Vangen 2700 Commerce Street La Crosse WI 54603 Director 1.00 0 0 0 Richard Record 2700 Commerce Street La Crosse WI 54603 VP 1.00 0 0 0 Shirley Holman 2700 Commerce Street La Crosse WI 54603 VP 1.00 0 0 0 Brenda Stuhr 2700 Commerce Street La Crosse WI 54603 President 1.00 0 0 0 Chad Hill 2700 Commerce Street La Crosse WI 54603 Director 1.00 0 0 0 Julie Schroeder 2700 Commerce Street La Crosse WI 54603 Director 1.00 0 0 0 NONE 0 NONE Grants for disability services 356498 Grants for community services 151980 Grants for education 100000 Grants for economic development 50000 No program related investments were made in current year 0 0 18669989 37403 0 18707392 0 0 18707392 280611 18426781 921339 921339 8710 8710 912629 912629 182526 730103 666636 666636 730103 75613 21898 97511 666636 666636 63467 63467 34044 0 34044 12146 21898 NONE NONE KELLY IVERSON 2700 Commerce Street La Crosse WI 54603 6087817727 None None None Ability Building Community 63 N 3rd St La Crescent MN 55947 None PC Disability services 50000 Western Technical College Fdtn 617 Vine St La Crosse WI 54601 None PC Education 100000 La Crosse Area Development Corp 701 7th St N La Crosse WI 54601 None NC Economic development 50000 Paws With A Cause 4646 Division St Wayland MI 49348 None NC Disability services 32738 Big Heroes 5552 Dockberry Rd Brownsville TX 78521 None PC Disability services 243760 Disability Chamber of Commerce RGV 1000 W Moore Road Pharr TX 78577 None PC Disability Services 30000 Boys Girls Club 1331 Clinton St La Crosse WI 54603 None PC Community Services 76980 Outdoor Recreation Alliance 125 7th Street N La Crosse WI 54601 None PC Community Services 25000 CouleeCap 201 Melby St Westby WI 54667 None PC Community Services 50000 658478 0 14 14 14 338764 18 338778 338778 3 Used to fund grants 4 Used to fund grants false false false false false false false false false false Vanguard 0 0 Bessemer 1830702 1830702 TrustPoint 7439572 7439572 Vanguard 0 0 Bessemer 5731726 5731726 TrustPoint 4441369 4441369 23432 23432 Legal fees 42 0 0 42 Bank charges 45 0 0 45 Insurance 1690 845 0 845 Capital gain dividends reinvested 254935 Unrealized gains on investments 1342342 Form 990-PF 13855 0 0 0