2026-06-08T15:38:05-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990PF 2025-01-01 263539749 WOCHINSKE FAMILY FOUNDATION INC WOCH 9203360008 1981 HAWTHORNE HEIGHTS DE PERE WI 541153333 KATHRYN WOCHINSKE PRESIDENT 9203360008 2026-06-08 1 MICHELLE MULLOY P01241748 9204367800 2026-06-08 2025 2025-03-06 01:10:19Z X 3505189 X 50000 112481 112481 39104 382930 39104 201585 151585 0 0 0 3194 1597 1597 19566 19566 0 1559 490 0 284 0 284 24603 21653 1881 179500 179500 204103 21653 181381 -2518 129932 170552 140922 140922 100000 50000 49783 1099851 1135885 1746664 1504439 1539336 1567820 2874842 2866143 3505189 0 0 X 0 0 0 0 2874842 2866143 2874842 2866143 2874842 2866143 2874842 -2518 0 2872324 6181 2866143 PUBLICLY TRADED STOCK 374649 343826 30823 30823 CAPITAL GAINS DIVIDENDS P 8281 8281 8281 39104 1806 0 1806 0 1806 0 0 0 0 0 93 1899 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A KATHRYN WOCHINSKE 9203360008 1981 HAWTHORNE HEIGHTS DEPERE WI 541153333 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHRYN WOCHINSKE 1981 HAWTHORNE HEIGHTS DEPERE WI 541153333 PRESIDENT 2.00 0 0 0 KELLY WOCHINSKE 1806 E THOMAS AVENUE MILWAUKEE WI 53211 VICE PRESIDENT/SECRETARY 2.00 0 0 0 JAMES WOCHINSKE 1981 HAWTHORNE HEIGHTS DEPERE WI 541153333 TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 3224603 199433 0 3424036 0 0 3424036 51361 3372675 168634 168634 1806 1806 166828 0 166828 0 166828 181381 0 181381 166828 0 0 23827 7571 26231 25463 25578 108670 181381 0 0 0 166828 14553 0 0 123223 0 0 0 0 0 0 23827 99396 7571 26231 25463 25578 14553 KATHRYN WOCHINSKE KELLY WOCHINSKE JAMES WOCHINSKE KATHRYN WOCHINSKE 1981 HAWTHORNE HEIGHTS DE PERE WI 541153333 9203360008 NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. NONE NONE ASPIRO 1673 DOUSMAN STREET GREEN BAY WI 54303 NONE PC EMPLOYMENT AND SERVICES FOR INDIVIDUALS WITH DISABILITIES 30000 BELLIN COLLEGE OF NURSING 3201 EATON RD GREEN BAY WI 54311 NONE PC CAPITAL/BUILDING FUND/OTHER 10000 BIG BROTHERS BIG SISTERS OF NORTHEASTERN WISCONSIN 1345 W MASON STREET GREEN BAY WI 54303 NONE PC MENTORING FOR AT-RISK YOUTH 3500 BROWN COUNTY LIBRARY 515 PINE STREET GREEN BAY WI 543015194 NONE PC PROVIDE COMMUNITY PROGRAMMING AND BOOKS 8000 BROWN COUNTY UNITED WAY 112 NORTH ADAMS ST STE 201 GREEN BAY WI 54301 NONE PC GENERAL SUPPORT 5000 CASA ALBA MELANIE HISPANIC COMMUNITY RESOURCE CENTER 314 S MADISON STREET GREEN BAY WI 54301 NONE PC RESOURCES FOR LOCAL HISPANIC COMMUNITY 2000 CITY OF DE PERE PARK RECREATION & FORESTRY DEPARTMENT 600 GRANT STREET DE PERE WI 54115 NONE PC RECREATION SCHOLARSHIP FUND 2500 CP INC 2801 S WEBSTER AVE GREEN BAY WI 54301 NONE PC SERVICES FOR INDIVIDUALS WITH CEREBRAL PALSY 2500 CURATIVE CONNECTIONS 2900 CURRY LANE GREEN BAY WI 54308 NONE PC SERVICES FOR SENIORS AND DISABLED INDIVIDUALS 2500 ENCOMPASS EARLY EDUCATION AND CARE INC PO BOX 1627 GREEN BAY WI 543051627 NONE PC EARLY EDUCATION AND CHILDCARE 5000 FAMILY SERVICES OF NORTHEAST WISCONSIN 300 CROOKS STREET GREEN BAY WI 543051627 NONE PC COUNSELING AND OTHER SERVICES FOR FAMILIES IN CRISIS 2500 FEEDING AMERICA EASTERN WISCONSIN 2911 W EVERGREEN DR APPLETON WI 54913 NONE PC STOCK THE SHELVES 1500 FOUNDATIONS HEALTH & WHOLENESS 1061 W MASON STREET GREEN BAY WI 54303 NONE PC MENTAL HEALTH AND FOSTER CARE SERVICES 2500 FRIENDS OF PALS YOUTH & FAMILIES PO BOX 1202 GREEN BAY WI 54305 NONE PC CHILD PROTECTIVE SERVICES, FAMILY SUPPORT, FOSTER CARE, SHELTER CARE 15000 GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 543051627 NONE PC SHELTER AND SERVIES FOR DOMESTIC ABUSE VICTIMS 2500 GREAT LAKES HEMOPHILIA FOUNDATION 638 NORTH 18TH STREET MILWAUKEE WI 53233 NONE PC EDUCATION AND ADVOCACY FOR BLEEDING DISORDERS 2000 GREATER GREEN BAY COMMUNITY FOUNDATION 400 S WASHINGTON ST GREEN BAY WI 54301 NONE PC WOMEN'S FUND OF GREATER GREEN BAY 1500 GREATER GREEN BAY HABITAT FOR HUMANITY 1967 ALLOUEZ AVE GREEN BAY WI 54311 NONE PC MATERIALS, SUPPLIES, AND LABOR FOR HOME BUILDING 5000 GREEN BAY BOTANICAL GARDEN 2600 LARSEN RD GREEN BAY WI 54303 NONE PC CONNECT PEOPLE WITH PLANTS 2500 HOUSE OF HOPE 1660 CHRISTIANA ST GREEN BAY WI 54303 NONE PC SHELTER FOR HOMELESS PARENTS AND CHILDREN 2000 HOWE COMMUNITY RESOURCE CENTER 526 S MONROE AVE GREEN BAY WI 54301 NONE PC CHILDREN'S PROGRAMS 2500 INDEPENDENCE FIRST 5140 SOUTH 1ST STREET MILWAUKEE WI 532041605 NONE PC INCLUSION AND INDEPENDENT LIVING FOR INDIVIDUALS WITH DIABILITIES 3500 LA CAUSA INC PO BOX 04188 MILWAUKEE WI 53204 NONE PC SHELTER RESOURCES 3000 LITERACY GREEN BAY 424 S MONROE AVENUE GREEN BAY WI 54301 NONE PC READING EDUCATION FOR ADULTS AND CHILDREN 2000 MILWAUKEE PUBLIC LIBRARY FOUNDATION 814 W WISCONSIN AVENUE MILWAUKEE WI 53233 NONE PC PROVIDE COMMUNITY PROGRAMMING AND BOOKS 10000 NEIGHBORWORKS GREEN BAY 437 S JACKSON ST GREEN BAY WI 54301 NONE PC AFFORDABLE HOUSING AND HOMEOWNER RESOURCES 2500 NEW ZOOLOGICAL SOCIETY INC PO BOX 12647 GREEN BAY WI 543072647 NONE PC ANIMAL CARE AND ZOO MAINTENANCE 2500 NORTHEAST WISCONSIN LAND TRUST 14 TRI-PARK WAY STE 1 APPLETON WI 54914 NONE PC ENVIRONMENTAL PRESERVATION 1500 ORAL HEALTH PARTNERSHIP 1245 MAIN STREET GREEN BAY WI 54302 NONE PC HELP PROMOTE HEALTHY SMILES AND DENTAL HYGINE SERVICES 2000 PAUL'S PANTRY 1529 LEO FRIGO WAY GREEN BAY WI 543021163 NONE PC FOOD FOR COMMUNITY MEMBERS IN NEED 5000 RAWHIDE E7475 RAWHIDE ROAD NEW LONDON WI 549619052 NONE PC COUNSELING AND OTHER SERVICES FOR AT-RISK YOUTH 4000 SAINT JOHN'S MINISTRIES 411 ST JOHN ST GREEN BAY WI 54301 NONE PC ASSIST HOMELESS OR THOSE EXPERIENCING HOUSING INSTABILITY 3000 THE SALVATION ARMY 626 UNION COURT GREEN BAY WI 54303 NONE PC COMMUNITY SUPPORT AND SERVICES 5000 UW-GREEN BAY FOUNDATION 2420 NICOLET DRIVE GREEN BAY WI 54311 NONE PC IGNITE THE FUTURE CAMPAIGN FUND 20000 YWCA GREATER GREEN BAY AREA 230 S MADISON STREET GREEN BAY WI 54301 NONE PC COMMUNITY PROGRAMMING AND SERVICES 5000 179500 0 14 112481 18 39104 0 151585 0 151585 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES AND KATHRYN WOCHINSKE 1981 HAWTHORNE HEIGHTS DEPERE WI 541153333 50000 X CLIFTONLARSONALLEN LLP 3194 1597 1597 THE PRIVATE FOUNDATION IS ELECTING UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS IN THE CURRENT CALENDAR YEAR TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2013. BANK OF NOVA SCOTIA 47617 51170 CENTERPOINT ENERGY RESOURCES CORP 27374 29728 CIGNA GROUP 41293 45293 COMCAST CORP-CL A 24560 24602 ELEVANCE HEALTH IN 52461 47694 ERP OPERATING LP 46960 50267 FEDERATED HERMES ULTRASHORT BOND FUND 205000 209020 FLORIDA POWER & LIGHT 66827 69664 GENERAL DYNAMICS CORP 78484 75147 HARTFORD TOTAL RETURN BOND FUND 59933 61282 HP INC 44268 48589 INDIANA UNIV REVENUES 25082 24657 INTERCONTINENTAL EXCHANGE 50010 49362 ISHARES 1-3 YEAR TREASURY BOND ETF 198375 200424 ISHARES CORE U.S. AGGREGATE BOND ETF 150331 154414 NATIONAL RURAL UTIL COOP 5% 49770 51637 PHOENIX AZ CIVIC IMPT CORP 75578 69500 VIRGINIA ELECTRIC & POWER CO 49105 49613 KROGER CO/THE 28920 30217 MARYLAND ST STADIUM AUTH REVEN TXBL-BASEBALL STADIUM ISSUE 50665 50708 SIMON PROPERTY GROUP LP 37294 39876 T-MOBILE USA INC 38509 40818 TORONTO-DOMINION BANK/THE 40321 41774 YONKERS NY TXBL-SER D 27 SEP 2024 50599 50369 INFINITY Q DIVERSIFIED ALPHA SPECIAL RESERVE 0 1995 ADVANCED MICRO DEVICES 2979 7496 ALPHABET INC CL C 11530 34430 AMAZON.COM INC 9915 24236 APPLE INC 4951 39963 ARTISAN HIGH INCOME FUND 70000 63513 ARTISAN INTERNATIONAL SMALL-MID FUND 17023 24154 AT&T INC 10325 13041 BANK OF AMERICA CORP. 4312 11825 BERKSHIRE HATHAWAY INC 6633 15080 BLACKROCK STRATEGIC INCOME OPPORTUNITIES 64586 68065 BLACKSTONE INC. 2996 6166 CHEVRON CORPORATION 6335 8383 CITIGROUP INC 5031 11086 COSTCO WHOLESALE GROUP 4312 12935 DELTA AIR LINES 5976 11451 ELI LILY & CO 1516 5373 EXXON MOBIL CORP 5142 6017 FREEPORT-MCMORAN INC 4860 7619 GILEAD SCIENCES INC 7817 11660 GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF 38116 49845 GOLDMAN SACHS GROUP 4113 17580 HOME DEPOT 3373 5162 INFINITY Q DIVERSIFIED ALPHA FUND 10652 0 ISHARES CORE MSCI EMERGING MARKETS ETF 26625 38652 ISHARES MSCI EAFE ETF 35316 51440 JOHNSON & JOHNSON 5143 8278 LOCKHEED MARTIN CORP 4969 7255 MADISON MID CAP FUND 40365 37900 MARRIOTT INTERNATIONAL 4073 9307 MICROSOFT CORP 2718 26115 MORGAN STANLEY 4380 11539 NETFLIX INC 3635 14064 NEUBERGER BERMAN LONG SHORT FUND 18702 21985 NEXTERA ENERGY 4667 6422 NISOURCE INC 4031 6264 NVIDIA CORP 2843 41030 ORACLE CORP 12096 21440 PALANTIR TECHNOLOGIES INC 5179 22219 PALO ALTO NETWORKS INC. 6445 10131 PARKER HENNIFIN CORP 5532 13184 PROLOGIS INC 5746 5106 SEGALI BRYANT & HAMILL SMALL CAP VALUE FUND 26426 29944 SHOPIFY INC 3042 14487 SIMON PROPERTY GROUP 1515 5553 SPOTIFY TECHNOLOGY SA 4648 8711 STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND 30000 29601 THERMO FISCHER SCIENTIFIC INC 2784 5795 TJX COS INC 4411 8449 UBER TECHNOLOGIES INC. 7249 10622 VANGUARD DEVELOPED MARKETS INDEX FUND 65414 100141 VANGUARD EXTENDED MARKET INDEX FUND 55864 137276 VANGUARD INSTITUTIONAL INDEX FUND 88865 191600 VANGUARD SHORT-TERM INVESTMENT GRADE FUND 215883 212579 VANGUARD SMALL CAP INDEX FUND 55790 74568 VISA INC 2861 8066 WAL MART STORES INC 3951 11141 WASTE MANAGEMENT 1773 4394 QUANTA SERVICES INC 3863 6331 TESLA INC 7805 8994 PNC FINANCIAL SERVICES GROUP INC/THE 3948 5218 PROGRESSIVE CORP/THE 3981 3416 UNITEDHEALTH GROUP INC 12580 9903 BROADCOM INC 9197 19036 MFS INSTITUTIONAL TRUST - MFS INTERNATIONAL EQUITY FUND 14044 14215 DODGE & COX EMERGING MARKETS STOCK FUND 15033 19213 0 0 50000 49783 BASIS ADJUSTMENT 6181 CHECK FEE 284 0 284 BROKER MANAGEMENT FEES 19566 19566 0 FOREIGN TAX 490 490 0 EXCISE TAX 1069 0 0