2026-04-21T08:46:43-04:00 2025-12-31 990PF 2025-01-01 391415821 TED AND GRACE BACHHUBER FOUNDATION INC TEDA 9209795543 PO BOX 228 MAYVILLE WI 530500228 BRETT HELMBRECHT TREASURER DIRECTOR 9207458806 2026-04-22 2025 2025-03-06 01:10:19Z X 54364977 X X 479365 479365 822736 799649 0 2668467 11333728 2668467 0 0 0 0 0 0 0 0 3970568 3947481 0 216417 56354 0 160063 0 0 0 0 31719 7930 0 23789 0 0 0 0 0 0 0 0 65757 63662 0 2095 0 0 0 0 57441 1388 0 35 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11129 1443 0 9686 382463 130777 0 195668 1561991 1561991 1944454 130777 0 1757659 2026114 3816704 0 1501 4864 4864 10930658 12718901 12722401 300 0 0 300 300 0 0 0 0 1245629 1245629 1107388 7840690 7604475 37626427 2608597 3079661 2903597 0 0 0 0 0 0 22627075 24653830 54364977 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22627075 24653830 22627075 24653830 22627075 24653830 22627075 2026114 19409 24672598 18768 24653830 Public Traded Securities 11333728 0 8665261 2668467 2668467 2668467 53052 53052 53052 70000 0 0 70000 16948 16948 0 false false false 0 0 0 false true false false true true WI true false false false false true N A BRETT HELMBRECHT 9207458806 PO BOX 228 MAYVILLE WI 530500228 false false false false true false false false false false false false false false false false false false false false false false MARCIA KRIESER PO BOX 228 MAYVILLE WI 53050 PRESIDENT EXECUTIVE DIRECTOR 20.00 66667 6167 0 JOANN BACHHUBER PO BOX 228 MAYVILLE WI 53050 VICE PRESIDENT DIRECTOR 8.00 53333 5833 0 BRETT HELMBRECHT PO BOX 228 MAYVILLE WI 53050 TREASURER DIRECTOR 16.00 60417 5917 0 JOHN ST PETER PO BOX 228 MAYVILLE WI 53050 SECRETARY DIRECTOR 2.00 7500 0 0 LEO FISHER PO BOX 228 MAYVILLE WI 53050 DIRECTOR 2.00 9000 0 0 GLEN HELMBRECHT PO BOX 228 MAYVILLE WI 53050 DIRECTOR 2.00 7500 0 0 CARL BACHHUBER PO BOX 228 MAYVILLE WI 53050 DIRECTOR 2.00 6000 0 0 GEORGE OLSON PO BOX 228 MAYVILLE WI 53050 DIRECTOR 2.00 6000 0 0 NONE Sterling Capital Management Inc 17160 W North Ave Suite 200 Brookfield WI 53005 Investment Advisory 62500 NONE NONE 0 42455988 9112027 0 51568015 0 0 51568015 773520 50794495 2539725 2539725 53052 0 53052 2486673 0 2486673 0 2486673 1757659 0 0 0 0 1757659 2486673 0 2033153 314599 2347752 1757659 1757659 729014 729014 1618738 0 0 0 0 1618738 1304139 314599 NONE NONE TED AND GRACE BACHHUBER FOUNDATION PO BOX 228 MAYVILLE WI 53050 9209795543 THE TED AND GRACE BACHHUBER FOUNDATION DOES NOT HAVE A FORM TO BE FILLED OUT BY A GRANT APPLICANT. ANY REQUETS FOR GRANTS SHOULD BE MADE IN WRITING SPECIFYING THE PURPOSE OF THE GRANT IN PARTICULAR DETAIL. THIS WRITTEN REQUEST SHOULD INCLUDE: 1. A NARRATIVE PROPOSAL DESCRIBING: THE PLAN OR DESIGN FOR THE PROGRAM INCLUDING ACTIVITIES TO BE CARRIED OUT AND OBJECTIVES TO BE ACHIEVED; AND THE PLAN FOR CONTINUING THE PROJECT AFTER THE TERMINATION OF FOUNDATION SUPPORT 2. AN ITEMIZED BUDGET SHOWING: TOTAL PROJECT COST AND THE AMOUNT REQUESTED FROM THE FOUNDATION; AND SOURCES AMOUNTS AND NATURE OF RESOURCES CONTRIBUTED BY THE APPLICANT AND OTHER SUPPORTERS OF THE PROJECT 3. A LIST OF ANY OTHER GRANT-MAKING AGENCIES TO WHICH THE APPLICATION FOR SUPPORT HAS BEEN MADE 4. A COPY OF THE RULING GRANTING FEDERAL TAX EXEMPTION UNDER 501C3 OF THE INTERNAL REVENUE CODE. ORGANIZATIONS MUST BE CLASSIFIED 509A1 OR 509A2 5. A LIST OF THE MEMBERS OF THE GOVERNING BOARD. NONE THE TED AND GRACE BACHHUBER FOUNDATION SEEKS TO SUPPORT PROGRAMS AND ORGANIZATIONS THAT IMPROVE THE QUALITY OF LIFE IN THE MAYVILLE AREA. GRANTS MADE BY THE FOUNDATION REFLECT THE BOARDS INTENTION TO ASSIST THE MAYVILLE AREA THROUGH THE FINANCIAL PROMOTION OF EDUCATIONAL CHARITABLE AND OTHER WORTHWHILE AND VIABLE PROJECTS. THESE PROJECTS MUST OFFER OPPORTUNITIES FOR ENRICHED LIFE TO A SUBSTANTIAL NUMBER OF PEOPLE OR PROVIDE MEMBERS OF THE COMMUNITY WITH SKILLS KNOWLEDGE AND ASSISTANCE TO ACCOMPLISH POSITIVE SOCIAL GOALS. GRANTS WILL BE MADE ONLY TO ORGANIZATIONS OR TO CAUSES WHOSE OBJECTIVES ARE CLEARLY DEFINED. GRANTS WILL NOT BE MADE TO POLITICAL ORGANIZATIONS OR FOR POLITICAL PURPOSES. GRANTS WILL NOT BE MADE TO INDIVIDUALS. CHRISTIAN LIFE FELLOWSHIP 113 N CLARK STREET MAYVILLE WI 53050 No Relationship PC Support for Mayville food pantry. 20000 CITY OF MAYVILLE 15 S SCHOOL STREET MAYVILLE WI 53050 No Relationship GOV Support for community Rock & Boom festival. 1000 CITY OF MAYVILLE 15 S SCHOOL STREET MAYVILLE WI 53050 No Relationship GOV Support for community TAG Center - membership subsidies. 51369 CITY OF MAYVILLE 15 S SCHOOL STREET MAYVILLE WI 53050 No Relationship GOV Support for community TAG Center - Infrastructure & Equipment 138935 EAA AVIATION FOUNDATION INC 3000 POBEREZNY ROAD OSHKOSH WI 54902 No Relationship PC Promote aviation education. 25000 MAIN STREET MAYVILLE INC 10 S MAIN STREET MAYVILLE WI 53050 No Relationship PC Promote economic growth and development. 20000 MAYVILLE HISTORICAL SOCIETY INC PO BOX 82 MAYVILLE WI 53050 No Relationship PC Support historical building maintenance. 15000 MAYVILLE LIMESTONE SCHOOL MUSEUM INC PO BOX 102 MAYVILLE WI 53050 No Relationship PC Support historical building maintenance. 15000 MAYVILLE PUBLIC SCHOOLS 259 OAK STREET MAYVILLE WI 53050 No Relationship GOV Provide scholarships. 469000 MORAINE PARK FOUNDATION INC 235 N NATIONAL AVENUE FOND DU LAC WI 54936 No Relationship PC Provide scholarships. 25500 ST JOHNS CHURCH 450 BRIDGE STREET MAYVILLE WI 53050 No Relationship PC Provide financial assistance for Investing in Children Building Project 500000 ST JOHNS CHURCH 450 BRIDGE STREET MAYVILLE WI 53050 No Relationship PC Provide financial assistance. 25000 ST JOHNS SCHOOL 520 BRIDGE STREET MAYVILLE WI 53050 No Relationship PC Provide financial assistance for technology maintenance equipment curriculum and scholarships. 120000 ST MARY CHURCH PO BOX 22 MAYVILLE WI 53050 No Relationship PC Provide financial assistance. 25000 ST MARY SCHOOL 28 NABER STREET MAYVILLE WI 53050 No Relationship PC Provide financial assistance for technology maintenance equipment curriculum and scholarships. 55000 TED & GRACE BACHHUBER MEMORIAL LIBRARY 234 N JOHN STREET MAYVILLE WI 53050 No Relationship GOV Support the purchase of additional library materials. 30000 VETERANS MEMORIAL OF MAYVILLE INC PO BOX 263 MAYVILLE WI 53050 No Relationship PC Honor members of the military by having their names engraved on a memorial. 1337 WINGS OVER WISCONSIN INC 8 S MAIN STREET MAYVILLE WI 53050 No Relationship PC Provide financial assistance for fish pond project. 24850 1561991 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 479365 0 0 14 799649 23087 0 0 0 0 0 0 0 0 0 0 0 0 0 18 2668467 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3947481 23087 3970568 4 INTEREST ON STATE AND LOCAL BONDS EXCLUDED FROM GROSS INCOME BY SECTION 103. false false false false false false false false false false ABBOTT LABS 98976 94446 BANK OF MONTREAL 235000 235000 BARCLAYS BANK 449965 443928 JPMORGAN 200000 194866 LACLEDE GAS CO 198503 212848 MERRILL LYNCH & CO. 100004 105462 MICROSOFT CORP 234064 232162 NATIONAL BANK OF CANADA 237000 237206 ROYAL BANK CANADA 100000 96352 VANG SCOTTSDALE FUND 290020 274927 VANG TOTAL CORPORATE BOND 936129 776400 ABBVIE INC 58083 114245 ADVANCED MICRO DEVICES 68703 214160 AFLAC INC 0 0 AGILENT TECHNOLOGIES 83207 472163 AIR PRODUCTS AND CHEMICALS INC 53924 49404 ALLIANT ENERGY CORP 307421 1384713 ALLSTATE CORP 160948 1061565 ALPHABET 52044 313799 AMAZON.COM INC. 100158 155804 AMCOR PLC 27353 42534 AMERICAN ELECTRIC POWER 43358 57655 AMERICAN WATER WORKS COMPANY INC 26363 26100 AMGEN INC 123937 163655 APPLE INC 58523 543720 ASHLAND GLOBAL HOLDINGS INC 63250 221890 AT&T INC COM 146409 248400 BAXTER INTL INC 74589 111832 BK OF AMERICA CORP 89778 110000 BK MONTREAL QUEBEC 119731 261008 BOEING CO 221185 946860 BORG WARNER AUTOMOTIVE INC 0 0 BP AMOCO PLC 98801 108635 BRISTOL MYERS SQB 151888 262796 CAPITAL ONE FINANCIAL CORPORATION 11283 432128 CARRIER GLOBAL CORP 47271 124650 CATERPILLAR INC 70299 2056603 CHEMOURS CO 0 0 CHEVRON TEXACO CORP 239168 1147647 COCA COLA CO 19093 34955 CONSOLIDATED EDISON INC 39189 49660 CORTEVA INC 47888 177361 CROWDSTRIKE HOLDINGS INC 50905 187504 DEERE & CO 53400 1163925 DISCOVER FINANCIAL SERVICES 0 0 DOW INC 0 0 DUPONT DE NEMOURS INC 66845 106369 DUKE ENERGY CORPORATION 50839 58605 EATON CORPORATION PLC 72159 159255 ELI LILLY AND COMPANY 99657 179472 EMERSON ELECTRIC CO 114965 265440 EXXON MOBIL CORP 119240 601700 FIRST CITIZENS BANCSHARES INC 78069 334804 HARTFRD FINL SVCS 148687 551476 HONEYWELL INTERNATL 119544 720467 INTEL 44312 184500 INTERNATIONAL BUSINESS MACHINES 225644 1925365 JOHNSON & JOHNSON 52582 206950 JOHNSON CONTROLS INTL 392934 1029850 KEYSIGHT TECHNOLOGIES 23707 352535 KIMBERLY CLARK CORP 108687 219940 KYNDRYL HOLDINGS INC. 12124 42496 LOCKHEED MARTIN CORP 99571 107375 MARATHON PETROLEUM CORP 80525 811524 MASTERCARD 50760 142720 MERCK & CO INC 246854 631560 MICROSOFT CORP 45191 1777303 MORGAN S DEAN WITTER DSC 55067 621355 NEXTERA ENERGY INC 49201 64224 NVIDIA CORP 113395 1587115 ORACLE CORPORATION 100152 91608 ORGANON & CO 0 0 OTIS WORLDWIDE CORP 66094 102986 PARKER HANNIFIN 105816 2140268 PEPSICO INC 74046 71760 PINNACLE WEST CAPITAL CORP 43185 44350 PROCTOR & GAMBLE 38623 71655 QNITY ELECTRONICS INC. 95771 108023 RAYTHEON TECHNOLOGIES CORP 139538 432641 ROCKWELL AUTOMATION 57646 1125969 SHOPIFY INC 101473 160970 SOLSTICE ADVANCED MATERIALS 7196 44839 T ROWE PRICE - CAP APPR 58959 104660 TEXAS INSTRS INC 52497 929906 TJX COS INC 9972 1170508 TRADE DESK INC 64358 37960 TRAVELERS CO INC 37017 410145 UNION PACIFIC CORP 116106 462640 VALVOLINE 69178 315272 VANGUARD - 500 PORTFOLIO 175000 1546296 VANGUARD - GLOBAL EQUITY 50000 82600 VANGUARD - HEALTHCARE 250000 413709 VANGUARD - MIDCAP GROWTH 250000 418632 VERIZON COMMUNICATION 289567 369136 VISA INC 48782 122748 WALMART INC 53850 1348284 WEC ENERGY GROUP INC 63438 527300 ZIMMER BIOMET HOLDINGS 7503 43791 1245629 1107388 1245629 1107388 Taxable Dividends Declared in 2025 Received in 2026 Reported in Income on 2025 990-PF 18768 Other Expenses 11129 1443 0 9686 Previously Taxed Dividends Declared in 2024 Received in 2025 Reported in Income on 2024 990-PF 19409 Other Professional Fees 65757 63662 0 2095 Foreign Tax 1388 1388 0 0 990-PF Excise Tax 56018 0 0 0 WI Business Registration Tax 35 0 0 35