2024-05-01T10:18:43-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2023-01-01 391948530 THE WAHLIN FOUNDATION INC WAHL 6088732582 416 S ACADEMY ST PO BOX 328 STOUGHTON WI 535890328 ELIZABETH MCCLIMON TREASURER 6088732582 2024-04-25 1 ELIZABETH MCCLIMON XXX-XX-XXXX 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-04-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 9919030 X X 316816 308370 842937 2019565 842937 1159753 1151307 68641 0 68641 3500 1750 1750 4935 1620 0 1146 45 0 78222 3415 70391 402766 402766 480988 3415 473157 678765 1147892 156568 179960 179960 4083801 4437667 8666606 129234 142810 395129 353086 632832 677335 957 957 4722689 5393269 9919030 0 0 X 0 0 0 0 4722689 5393269 4722689 5393269 4722689 5393269 4722689 678765 0 5401454 8185 5393269 PUBLICLY TRADED SECURITIES 2003183 1176628 826555 826555 CAPITAL GAINS DIVIDENDS P 16382 16382 16382 842937 15956 0 15956 0 15956 6630 0 0 0 6630 X 495 9821 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.WAHLINFOUNDATION.ORG BETSY MCCLIMON 6088732582 416 S ACADEMY ST STOUGHTON WI 53589 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ELIZABETH W MCCLIMON 416 S ACADEMY ST STOUGHTON WI 535890328 TREASURER/DIRECTOR 20.00 66141 0 0 MARGARET W BLANCHARD 416 S ACADEMY ST STOUGHTON WI 535890328 DIRECTOR 1.00 500 0 0 WILLIAM D WAHLIN 416 S ACADEMY ST STOUGHTON WI 535890328 DIRECTOR 1.00 500 0 0 KATHRYN W SCHIELDT 416 S ACADEMY ST STOUGHTON WI 535890328 DIRECTOR 1.00 500 0 0 DANIEL D WAHLIN 416 S ACADEMY ST STOUGHTON WI 535890328 TREASURER/DIRECTOR 1.00 500 0 0 DONALD D WAHLIN 416 S ACADEMY ST STOUGHTON WI 535890328 CEO/DIRECTOR 1.00 500 0 0 NONE 0 NONE 0 0 9022530 330759 0 9353289 0 0 9353289 140299 9212990 460650 460650 15956 15956 444694 0 444694 0 444694 473157 0 473157 444694 457267 0 0 473157 457267 0 0 15890 0 0 0 0 0 0 0 0 428804 0 0 0 DONALD D WAHLIN THE WAHLIN FOUNDATION CO BETSY MCCL 416 S ACADEMY ST PO BOX 328 STOUGHTON WI 53589 6088732582 GRANT APPLICATION NONE THE FOUNDATION PRIMARILY CONSIDERS REQUESTS THAT SERVE LOCAL COMMUNITIES IN AND AROUND THE MANUFACTURING PLANTS OF THE FAMILY OWNED BUSINESS, STOUGHTON TRAILERS, LLC. RESTRICTIONS: 1. GRANTS THAT GO AGAINST THE ETHICAL BELIEFS OF THE BOARD OF DIRECTORS. 2. THE FOUNDATION WILL NOT PROVIDE FUNDS TO LOBBY OR INFLUENCE PUBLIC ELECTIONS. BADGER HONOR FLIGHT 5559 COUNTY ROAD F MAZOMANIE WI 53560 N/A PC FLIGHT SPONSOR 2500 BOSTON UNIVERSITY 25 BUICK STREET SUITE 130 BOSTON MA 02215 N/A UNIV SCHOLARSHIP 5000 CITY OF EVANSVILLE 31 S MADISON ST EVANSVILLE WI 53536 N/A GOV AQUATIC CENTER CAPITOL CAMPAIGN 100000 FRIENDS OF STOUGHTON YOUTH CENTER 309 RANDOLPH ST STOUGHTON WI 53589 N/A PC PROGRAMMING AND STAFFING 39952 HOST A FAMILY PO BOX 295 STOUGHTON WI 53589 N/A PC GIFTS FOR NEEDY AT CHRISTMAS/STOUGHTON AREA 2500 MADISON AREA CHILDRENS DYSLEXIA CENTER 301 WISCONSIN AVE MADISON WI 53703 N/A PC INSTRUCTOR SUPPORT 20000 MADISON COLLEGE 1701 WRIGHT ST MADISON WI 53589 N/A UNIV SCHOLARSHIPS 6000 SOUTHERN WI COMMUNITY ACTION PROGRAM 149 N IOWA ST DODGEVILLE WI 53533 N/A PC BROADHEAD FOOD PROGRAM 5000 ST ANN CHURCH AND SCHOOL 323 N VAN BUREN ST STOUGHTON WI 53589 N/A PC FUNDRAISER SPONSOR & FACILITY UPKEEP 31750 SHALOM HOLISTIC HEALTH-NEIGHBORHOOD FREE CLINIC 1520 VERNON ST STOUGHTON WI 53589 N/A PC SUPPORT FOR CLINIC OPERATIONS 10000 SPECIAL OLYMPICS WISCONSIN 2310 CROSSROADS DRIVE SUITE 1000 MADISON WI 53718 N/A PC JANESVILLE SPECIAL OLYMPICS JERSEYS 3064 STOUGHTON RESETTLEMENT PROGRAM 116 N FEW ST MADISON WI 53703 N/A PC REFUGEE ASSISTANCE 2000 STOUGHTON AREA COMMUNITY FOUNDATION PO BOX 84 STOUGHTON WI 53589 N/A PC AMERICAN LEGION 5000 STOUGHTON HOSPITAL FOUNDATION 900 RIDGE ST DODGEVILLE WI 53589 N/A PC HOSPITAL CAPITOL CAMPAIGN 100000 UNITED WAY OF DANE COUNTY 2059 ATWOOD AVE MADISON WI 53704 N/A PC ANNUAL CAMPAIGN 10000 UNIVERSITY OF WISCONSIN - WHITEWHATER PO BOX 88 WHITEWATER WI 53190 N/A UNIV SCHOLARSHIP 5000 UNIVERSITY OF WISCONSIN FOUNDATION - WHITEWATER 800 W MAIN ST WHITEWATER WI 53190 N/A UNIV BUSINESS SCHOOL SUPPORT 50000 UNIVERSITY OF WISCONSIN - BURSARS 333 E CAMPUS MALL 10501 MADISON WI 53715 N/A UNIV SCHOLARSHIP 5000 402766 0 14 316816 18 842937 0 1159753 0 1159753 0 0 0 0 0 0 0 0 0 0 ACCOUNTING SERVICES 3500 1750 1750 AKRE FOCUS FUND RETAIL 142810 395129 ADVANCED MICRO DEVICES INC 49936 57490 ALPHABET INC. CAP STK CL C 94100 140930 ALTRIA GROUP 1190139 1114594 AMAZON.COM INC 101175 151940 APPLE INC 246490 1912593 BOWFLEX INC COM 78400 3850 INTEL CORP COM USD0.001 191420 301500 INVESCO QQQ TR UNIT SER 1 20067 40952 ISHARES RUSSELL 2000 ETF(IWM) 48353 100355 ISHARES RUSSELL 3000 ETF(IWV) 47893 136870 ISHARES RUSSELL MIDCAP GROWTH 27008 62676 KRAFT HEINZ CO COM 81230 110940 MAGNA INTL INC 13508 23632 MICROSOFT CORP 55032 55654 NYVIDIA CORPORATION COM 54881 57941 OLD REPUBLIC INTERNATIONAL CORP 65600 117600 OXFORD LANE CAPITAL CORP 122698 123500 PRICE T ROWER GROUPS COM USD0.20 121780 107690 PROSPECT CAP CORP COM 102000 119800 QURATE RETAIL INC NT CAL 31 111300 107880 RMR GROUP INC CL A 511 1214 SELECT SECTOR SPDR TRUST 23493 34646 SELECT SECTOR SPDR TRUST INDL 23990 25077 SNAP INC CL A 104063 152370 SPDR S&P 500 ETF TRUST UNIT SER 1 303775 1014787 SPDR SER TR S&P 600 SMCP GRW 19763 21326 TC ENERGY CORPORATION 74210 82089 TG THERAPEUTICS INC 358200 444080 VANGUARD INDEX FDS MIDCAP 46322 131742 VANGUARD INDEX FDS VANGUARD 530845 1767289 VERIZON COMMUNICATIONS INC 99660 113100 VERTIV HOLDINGS CO COM CL A 29825 30499 ANNALY CAPITAL MANAGEMENT INC COM AT COST 187093 184015 ARBOR REALTY TRUST INC COM AT COST 130080 182160 OFFICE PROPERTIES INCOME TRUST COM AT COST 83880 65880 OMEGA HEALTHCARE INC AT COST 231779 245280 COST BASIS ADJUSTMENT 8185 WEBSITE/ADVERTISING 875 0 0 POSTAGE AND DELIVERY 226 0 0 TRANSACTION FEES 45 45 0 FOREIGN TAXES 1620 1620 0 FEDERAL ESTIMATED TAXES 3315 0 0