2025-08-28T08:49:25-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990PF 2024-01-01 473885242 ANDIS FOUNDATION INC ANDI 2628842600 1800 RENAISSANCE BLVD STURTEVANT WI 53177 LAURA ANDIS BISHOP PRESIDENT 2628842600 2025-08-13 1 1 JASON FELTZ P00611475 9202315890 2025-08-13 2024 2025-03-06 01:10:19Z X 2991685 X 350 X 15908 15908 88963 88963 45986 849400 45986 151207 150857 0 0 0 4888 0 4888 6930 3465 3465 61486 41086 20400 1026 1026 0 851 426 425 75181 46003 29178 208600 208600 283781 46003 237778 -132574 104854 76736 15017 15017 53655 47091 47091 1178388 1179343 1526283 1138430 1139475 1102507 396592 319820 300787 2843801 2700746 2991685 0 0 X 0 0 0 0 2843801 2700746 2843801 2700746 2843801 2700746 2843801 -132574 0 2711227 10481 2700746 JP MORGAN 3009 538262 502994 35268 35268 JP MORGAN 9000 306307 300420 5887 5887 CAPITAL GAINS DIVIDENDS P 4831 4831 4831 45986 1457 0 1457 0 1457 5715 0 0 0 5715 0 4258 4258 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 2960134 79369 0 3039503 0 0 3039503 45593 2993910 149696 149696 1457 1457 148239 0 148239 0 148239 237778 0 237778 148239 0 0 107060 150127 112042 148076 23740 541045 237778 0 0 0 148239 89539 0 0 630584 0 0 0 0 0 0 107060 523524 150127 112042 148076 23740 89539 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. A GIVING HEART FOUNDATION 25 E SUPERIOR 3005 CHICAGO IL 60611 NONE PC LEADING WITH HEART 2500 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC MATCHING GIFT- UNRESTRICTED 250 BIG BROTHERS BIG SISTERS OF METROPOLITAN MILWAUKEE INC 788 N JEFFERSON ST STE 600 MILWAUKEE WI 53202 NONE PC GENERAL PROGRAMS 7500 BIG SISTERS OF GREATER RACINE INC 840 LAKE AVENUE STE 250 RACINE WI 53403 NONE PC MATCHING GIFT- UNRESTRICTED 250 CARLOS AVALOS 1915 LATHROP AVE RACINE WI 53404 NONE I EDUCATIONAL SCHOLARSHIP - CUTZ BARBER ACADEMY 3000 VICTORIA NUNO 1921 HOWE ST RACINE WI 53403 NONE I EDUCATIONAL SCHOLARSHIP - GATEWAY TECHNICAL COLLEGE 5000 HOMETOWN HEROES INC 1000 BADGER CIRCLE GRAFTON WI 53024 NONE PC REUNITE PROGRAM 5000 HOSPITALITY CENTER PO BOX 45179 RACINE WI 53404 NONE PC SALON PROGRAM 5000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 1050 N POST OAK RD STE 240 HOUSTON TX 77055 NONE PC MATCHING GIFT- UNRESTRICTED 200 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) RACINE COUNTY 4701 WASHINGTON AVE STE 255 RACINE WI 53406 NONE PC YOUTH, TEEN AND FAMILY PROGRAMS 10000 OPEN ARMS MISSION NFP 1548 MAIN ST ANTIOCH IL 60002 NONE PC MATCHING GIFT- UNRESTRICTED 250 PAWSPERITY INC 5805 TROOST AVE KANSAS CITY MO 64110 NONE PC GENERAL OPERATIONS & PROGRAMS 25000 RACINE ASSEMBLY OF GOD (ROYAL FAMILY KIDS) 1325 AIRLINE ROAD RACINE WI 53406 NONE PC ROYAL FAMILY KIDS CAMP EXPENSES 1000 UNITED ANIMAL NATIONS DBA REDROVER PO BOX 188890 SACRAMENTO CA 95818 NONE PC PROGRAMS 10000 SAN DIEGO HUMANE SOCIETY AND SPCA 5500 GAINES ST SAN DIEGO CA 92110 NONE PC SUPPORT TO FAMILIES IN NEED 1000 SECUREFUTURES FOUNDATION INC 710 N PLANKINTON AVE 1400 MILWAUKEE WI 53203 NONE PC MONEY COACH RACINE 10000 SOUTHEASTERN WISCONSIN YOUTH FOR CHRIST 3001 CARPENTER AVENUE MOUNT PLEASANT WI 53403 NONE PC PARENT LIFE PROGRAM 6500 ST LUCY'S CONGREGATION 3101 DREXEL AVE RACINE WI 53403 NONE PC MATCHING GIFT --UNRESTRICTED 200 ST JOSEPH'S PARISH 1532 N WISCONSIN AVE RACINE WI 53402 NONE PC MATCHING GIFT --UNRESTRICTED 250 STRONGER FAMILIES PO BOX 40584 BELLEVUE WA 98015 NONE PC GENERAL PROGRAMS 10000 UNITED WAY (RACINE WI) 2000 DOMANIK DR RACINE WI 53404 NONE PC LIFT 20000 UNITED WAY (RACINE WI) 2000 DOMANIK DR RACINE WI 53404 NONE PC UNRESTRICTED OPERATING FUNDS 45500 WISCONSIN 4-H FOUNDATION INC 702 LANGDON ST MADISON WI 537061420 NONE PC LIVESTOCK JUDGING PROGRAMS 15000 YOUNG MENS CHRISTIAN ASSOCIATION (RACINE) 245 MAIN STREET RACINE WI 53403 NONE PC GEO BRAY NEIGHBORHOOD CENTER OPERATIONS 20000 BELLE CITY BRASSWORKS 525 73RD STREET KENOSHA WI 53143 NONE PC MATCHING GIFT - UNRESTRICTED 200 RACINE ZOOLOGICAL SOCIETY 200 GOOLD STREET RACINE WI 53402 NONE PC YOUTH SUMMER CAMP 5000 208600 0 14 15908 14 88963 18 45986 0 150857 0 150857 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6930 3465 3465 WELLS FARGO AND CO 5066 5076 HONEYWELL INTL 3997 4024 DH EUROPE FIN II 3667 3618 PNC FINL SERVICES 4116 4056 PHILIP MORRIS INTL INC. 2040 2048 GOLDMAN SACHS GROUP INC 4726 4809 ELEVANCE HEALTH INC 4100 4022 AMERN EXPRESS CO 4043 4043 COMCAST CORP 4882 4990 CHUBB INA HOLDINGS INC 2899 2990 BROWN-FORMAN CORP 3936 3985 MORGAN STANLEY 6149 6267 CITIGROUP INC 5798 5971 INTUIT INC 3662 3924 TWDC ENTERPRISES 18 CORP 3857 3960 VERIZON COMMUNICATIONS 4526 4833 AMAZON.COM INC 6027 6034 VISA INC 4817 4943 RLTY INCOME CORP 2973 2998 ST STR CORP 2967 3000 RTX CORP 3003 3010 AMPHENOL CORP 3978 4002 EIDP INC 3947 3996 COMWLTH EDISON CO 3744 3885 BK OF NY MELLON CORP 3922 3989 MID-AMERICA APARTMENTS 4374 4710 TJX COS INC 3708 3856 PAYPAL HOLDINGS INC 3739 3874 IL TOOL WORKS INC 3767 3884 ADOBE INC 3713 3818 CIGNA GROUP/THE 3716 3890 JOHN DEERE CAP CORP 3687 3817 COCA-COLA CO/THE 4848 4896 CHEVRON CORP 3635 3782 CHURCH AND DWIGHT CO INC 3801 3870 META PLATFORMS INC 3830 3910 UTD PARCELS SVC 5659 5767 CENCORA INC 3772 3871 BK OF AMER CORP 6311 6674 UNITEDHEALTH GROUP INC 3052 3046 BOOKING HOLDINGS INC 3786 3868 WASTE MGMT INC 5116 5369 FL PWR AND LT CO 3027 3029 WALMART INC 5833 5862 S&P GLOBAL INC 3988 4006 PUB SVC ELEC 3926 3847 HOME DEPOT INC 4309 4470 BP CAP MARKETS AMER 3905 3916 TOYOTA MTR CR CORP 3963 3974 ANHEUSER-BUSH INBEV WOR 3067 2999 CISCO SYS INC 4009 4024 PEPSICO INC 5511 5442 MARSH & MCLENNAN COS INC 1960 1964 SIX CIRCLES ULTR SHRT DUR 27290 27778 PIMCO INCOME FUND-INS 27927 27026 ISHARES US TREASURY BOND ETF 27914 28059 VANGUARD TOTAL BOND MARKET 123588 110813 VANGUARD MORTGAGE-BACKED SEC 86439 82201 VANGUARD INT-TERM CORPORATE 51275 51854 SIX CIRCLES GLOBAL BOND 465442 442768 SIX CIRCLES CREDIT OPPORT 112746 111100 FIDELITY 500 INDEX-INST PRM 554734 834039 SIX CIRCLES US UNCONSTR EQ 260356 324673 JP MORGAN BETABUILDERS CANADA 33628 42636 SIX CIRCLES INTL UNCON EQ 215420 217586 JP MORGAN BETABUILDERS JAPAN ETF 69001 66691 ASIA EX-JAPAN EQUITY 46204 40658 TORONTO-DOMINION BK AT COST 3879 3985 VANGUARD TOTAL INTL BOND ETF AT COST 315941 296802 LEGAL FEES 4888 0 4888 COST ADJUSTMENTS 10481 INSURANCE 851 426 425 ADVISORY FEES 20686 20686 0 MANAGEMENT FEES 40800 20400 20400 FOREIGN TAX PAID 1026 1026 0