2025-04-03T15:32:48-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990PF 2024-01-01 800322569 THE BRUCE KRIER CHARITABLE FOUNDATION BRUC 9209942469 670 JOSEPH CT PORT WASHINGTON WI 53074 BETH HEINEN TREASURER 9209942469 2025-03-24 1 1 STEVEN CRONK CPA P01288895 4147775500 2025-03-24 2024 2025-03-06 01:10:19Z X 29545426 X X 764629 764629 1431379 7446390 1431379 1742 1742 2197750 2197750 0 0 0 3570 1785 1785 170228 170228 0 38568 0 0 1615 0 1615 213981 172013 3400 2014125 2014125 2228106 172013 2017525 -30356 2025737 1600256 1333735 1333735 26618 0 0 14965464 14280300 20611998 6559289 6915497 6937243 0 591739 662450 23151627 23121271 29545426 0 0 X 0 0 0 0 23151627 23121271 23151627 23121271 23151627 23121271 23151627 -30356 0 23121271 0 23121271 PUBLICLY TRADED SECURITIES BAIRD (0553) 759 13247 -12488 -12488 PUBLICLY TRADED SECURITIES BAIRD (9127) 1694299 1463515 230784 230784 PUBLICLY TRADED SECURITIES CHARLES SCHWAB 5751332 4538249 1213083 1213083 1431379 28158 0 28158 0 28158 27500 0 0 0 27500 X 195 853 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 BRUCEKRIERFOUNDATION.ORG BETH HEINEN 9209942469 670 JOSEPH CT PORT WASHINGTON WI 53074 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN RASSEL 670 JOSEPH CT PORT WASHINGTON WI 53074 PRESIDENT 0.10 0 0 0 KEVIN SCHEIBEL 670 JOSEPH CT PORT WASHINGTON WI 53024 VICE PRESIDENT 0.10 0 0 0 DAVID KARRELS 670 JOSEPH CT PORT WASHINGTON WI 53074 SECRETARY 0.10 0 0 0 BETH HEINEN 670 JOSEPH CT PORT WASHINGTON WI 53074 TREASURER 0.10 0 0 0 NONE 0 NONE 0 0 27902859 1558763 0 29461622 0 0 29461622 441924 29019698 1450985 1450985 28158 28158 1422827 0 1422827 0 1422827 2017525 0 2017525 1422827 1213511 0 0 2017525 1213511 0 0 804014 0 0 0 0 0 0 0 0 618813 0 0 0 DAVID KARRELS SECRETARY PO BOX 307 RANDOM LAKE WI 53075 9209942469 BRUCEKRIERFOUNDATION@GMAIL.COM INCLUDE IRS DETERMINATION LETTER, ORGANIZATION'S CURRENT YEAR OPERATING BUDGET, PROJECT BUDGET, LIST OF BOARD MEMBERS, AND LATEST AUDITED FINANCIAL STATEMENT OR FORM 990 WITH APPLICATION ON WEBSITE. ONLINE APPLICATION IS AVAILABLE FROM JANUARY 1 TO FEBRUARY 28. THE FOUNDATION WORKS TO FULFILL THE PHILANTHROPIC INTERESTS ESTABLISHED BY BRUCE KRIER IN SUPPORT OF LOCAL EDUCATION AND ENVIRONMENTAL CAUSES. THE FOUNDATION LIMITS ITS GIVING TO WISCONSIN-BASED ORGANIZATIONS, PRINCIPALLY BUT NOT LIMITED TO THE COUNTIES OF SHEBOYGAN AND OZAUKEE, AND DISTRIBUTES GRANTS ONLY TO ORGANIZATIONS THAT QUALIFY AS 501(C)(3) CHARITABLE ORGANIZATION ACCORDING TO IRS CODE. IN ADDITION, THE FOUNDATION IS GUIDED BY THE FOLLOWING LIMITATIONS: BKCF PROVIDES GRANTS ONLY TO CHARITABLE ORGANIZATIONS THAT SPEND 25% OR LESS OF ITS ANNUAL EXPENSES ON ADMINISTRATIVE AND FUNDRAISING ACTIVITIES COMBINED. BKCF DOES NOT PROVIDE GRANTS TO INDIVIDUALS, TO INFLUENCE ELECTION OUTCOMES, OR TO CONDUCT VOTER REGISTRATION DRIVES. OUTSIDE OF ITS COLLEGE SCHOLARSHIP PROGRAM, BKCF PREFERS TO PROVIDE MATCHING GRANTS TO ORGANIZATIONS TO INSPIRE OTHERS TO INVEST IN IMPORTANT OPPORTUNITIES. CEDAR GROVE - BELGIUM SCHOLARSHIP FUND PO BOX 257 CEDAR GROVE WI 53013 N/A GOV SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 38000 DIVINE SAVIOR CATHOLIC SCHOOL 423 FREMONT STREET KIEL WI 53042 N/A PC SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 64125 NORTHERN OZAUKEE SCHOOL DISTRICT 401 HIGHLAND DRIVE FREDONIA WI 53201 N/A GOV WARRIOR FLEX ROOM - FOSTERING INNOVATION, COLLABORATION, AND CONNECTION. 39500 NORTHERN OZAUKEE SCHOOL DISTRICT 401 HIGHLAND DRIVE FREDONIA WI 53201 N/A GOV SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 90000 OOSTBERG CHRISTIAN SCHOOL 101 S 7TH ST OOSTBERG WI 53070 N/A PC SCHOOL BUILDING EXPANSION 459000 OOSTBURG SCHOOL DISTRICT 410 NEW YORK AVENUE OOSTBURG WI 53070 N/A GOV SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 119500 OZAUKEE CHRISTIAN SCHOOL 1214 HIGHWAY 33 WEST BEND WI 53095 N/A PC SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 115000 RANDOM LAKE SCHOOL DISTRICT 605 RANDOM LAKE ROAD RANDOM LAKE WI 53075 N/A GOV SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 394000 ST MARCUS SCHOOL 2215 N PALMER STREET MILWAUKEE WI 53212 N/A PC SCHOLARSHIP FUND - INDIVIDUAL GRANT RECIPIENTS CHOSEN BY SCHOOL. 695000 2014125 0 14 764629 14 1742 18 1431379 0 2197750 0 2197750 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 3570 1785 1785 BAIRD CORE PLUS BOND FUND CLASS INSTITUTIONAL 3402667 3421150 BAIRD ULTRA SHORT BOND FUND INSTITUTIONAL CLASS 3512830 3516093 ROBERT W BAIRD (9127) CORPORATE STOCK 4361894 7543855 CHARLES SCHWAB (7025) EQUITIES 9918406 13068143 ESSEX PROPERTY TRUST INC REIT AT COST 181359 224070 PUBLIC STORAGE REIT AT COST 410380 438380 ANNUAL FILING FEE 50 0 50 WEB HOSTING FEE 1529 0 1529 POSTAGE FOR GRANT MAILINGS 36 0 36 CLASS ACTION LAWSUIT INCOME 1742 1742 1742 BAIRD ASSET MANAGEMENT FEE 73370 73370 0 CHARLES SCHWAB ADVISORY FEES 96858 96858 0 FEDERAL EXCISE TAXES 38568 0 0