2026-09-16T14:48:51-04:00 2026-06-30 390888608 MILLER BRUSSELL EBBEN & GLAESKE LLC 611 E WISCONSIN ST PORTAGE WI 539012453 990 2025-07-01 146268845 PORTAGE AREA COMMUNITY CHARITABLE TRUST PORT 6087428841 PO BOX 715 PORTAGE WI 53901 RICHARD JACOBSON PRESIDENT 6087425601 2026-08-05 true JOSEPH R PETERSON P00604533 6087422103 2026-09-16 2025 POSITIVELY PORTAGE RICHARD JACOBSON 1036 SADDLE RIDGE PORTAGE WI 53901 143280 false X POSITIVELYPORTAGE.ORG X 2005 WI THE PURPOSE OF THE TRUST IS TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARLY IN, AND FOR THE BENEFIT OF THE PEOPLE OF THE METROPOLITAN AREA OF PORTAGE, WI. 5 5 0 0 130349 124709 0 18371 18571 0 148720 143280 63718 89441 0 0 0 0 8505 4868 72223 94309 76497 48971 803394 1013298 0 803394 1013298 X THE PURPOSE OF THE TRUST IS TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARLY IN, AND FOR THE BENEFIT OF THE PEOPLE OF THE METROPOLITAN AREA OF PORTAGE, WI. false false 33000 33000 GRANT/DONATION TO HAITI INTERNATIONAL RELIEF FUND 56441 56441 GRANTS/DONATIONS TO OTHER CHARITABLE ORGANIZATIONS IN GREATER PORTAGE, WI. 56441 56441 89441 true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false 0 0 false 0 false false false false false false false false X 5 5 false false false false false false false true true false false false false false false false false false WI X SHANE SCHMIDT 6087425601 240 W COOK ST PORTAGE WI 53901 X MIKE HURD BOARD MEMBER 2.00 X 0 0 0 ED STECK BOARD MEMBER 2.00 X 0 0 0 RICHARD JACOBSON PRESIDENT 5.00 X 0 0 0 SHANE SCHMIDT TREASURER 2.00 X 0 0 0 AMANDA WEYH-MEISSNER VICE-PRESIDE 2.00 X 0 0 0 false false false 124709 124709 18571 18571 143280 18571 89441 89441 2200 2200 1870 1870 348 348 450 450 94309 89441 4868 0 148671 137641 654723 875657 803394 1013298 0 0 X 803394 1013298 803394 1013298 803394 1013298 X 48971 160933 X false false X 284200 102420 181770 130349 124709 823448 284200 102420 181770 130349 124709 823448 823448 8136 13567 15500 18371 18571 74145 897593 2000 0.91740 0.93820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false HAITI 1088 SADDLE RIDGE PORTAGE WI 53901 33000 CHARITABLE DONATION SUMMER LUNCH PROGRAM 301 E COLLINS ST PORTAGE WI 53901 6685 CHARITABLE DONATION CENTER OF THE ARTS 301 E COOK ST PORTAGE WI 53901 7205 CHARITABLE DONATION FLOURISHING FUTURES PO BOX 715 PORTAGE WI 53901 10000 CORO MEDICAL 1001 FLAGP0LE COURT BRENTWOOD TN 37027 19850 1 1 FORM 990, PAGE 1, ITEM C POSITIVELY PORTAGE FORM 990, PAGE 2, PART III, LINE 4D GRANTS/DONATIONS TO OTHER CHARITABLE ORGANIZATIONS IN GREATER PORTAGE, WI. FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PAGE 6, PART VI, LINE 19 A COPY OF THE GOVERNING DOCUMENTS WILL BE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9 UNREALIZED GAIN - BROADCOM 26,788 UNREALIZED GAIN - MANULIFE 4,448 UNREALIZED GAIN - TEXAS INSTRUMENTS 3,917 UNREALIZED GAIN - ABBIE 8,525 UNREALIZED GAIN - ALL STATE 4,385 UNREALIZED GAIN - COCA COLA 5,506 UNREALIZED GAIN - VERIZON 1,057 UNREALIZED GAIN - ABBIE HALASZ 4,618 UNREALIZED GAIN - ENBRIDGE HALASZ 2,578 UNREALIZED GAIN - SHELL HALASZ 1,049 UNREALIZED GAIN - DUKE ENERGY 1,837 UNREALIZED GAIN - JP MORGAN 4,194 UNREALIZED GAIN - SOLVENTUM 143 UNREALIZED GAIN - ENBRIDGE 7,279 UNREALIZED GAIN - EVERY 6,615 UNREALIZED GAIN - ILLINOIS TOOL 1,513 UNREALIZED GAIN - JOHNSON & JOHNSON 9,100 UNREALIZED GAIN - NUTRIENT 501 UNREALZIED GAIN - STARBUCKS 1,761 UNREALIZED GAIN - US BANCORP 4,545 UNREALIZED GAIN - BCE 448 UNREALIZED GAIN - INTEL 27,253 UNREALIZED GAIN - KONTOOR 2,800 UNREALIZED GAIN - MERCK 7,632 UNREALIZED GAIN - SHELL 1,943 UNREALIZED GAIN - VJ CORP 829 UNREALIZED GAIN - ALTRIA GROUP 1,917 UNREALIZED GAIN - VALERO ENERGY 4,270 UNREALIZED GAIN - MUTUAL FUNDS KIWANIS 526 UNREALIZED GAIN - MUTUAL FUNDS SKATE PARK 507 UNREALIZED GAIN - MUTUAL FUNDS - BEASLEY 2,725 UNREALIZED GAIN - MUTUAL FUNDS - LIBRARY 1,534 UNREALIZED GAIN - MUTUAL FUNDS - SWIM TEAM 520 UNREALIZED GAIN - EFT'S BEASLEY 1,519 UNREALIZED GAIN - EFT'S LIBRARY 11,589 UNREALIZED LOSS - GENERAL MILLS -2,031 UNREALIZED LOSS - HOME DEPOT -696 UNREALIZED LOSS - IBM -2,711 UNREALIZED LOSS - SHELL HALASZ 0 TOTAL 160,933