2024-05-15T12:59:39-05:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2022-07-01 392003427 DUDLEY FOUNDATION INC DUDL 7158495729 500 FIRST STREET 2 WAUSAU WI 54403 JEFF STUBBE TREASURER 7158495729 2024-04-22 1 JEFF STUBBE 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-04-22 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 9608473 X X 170294 170294 -44125 3285679 0 126169 170294 43100 4310 38790 38244 7649 30595 47167 47167 0 8968 1357 2967 312 0 23527 4705 18822 161318 65188 91174 217460 417460 378778 65188 508634 -252609 105106 317964 94186 94186 260103 260103 85 85 85 7560 7560 669828 560811 560811 5460558 6586094 6586098 2422845 2093202 2093206 11200 11200 312 6424 6424 6424 8877931 9608465 9608473 3150 4828 215888 137500 219038 142328 X 8658893 9466137 8658893 9466137 8877931 9608465 8658893 -252609 1068965 9475249 9112 9466137 PUBLICLY TRADED SECURITIES 3285679 3329804 -44125 -44125 -44125 1461 0 1461 0 1461 7280 0 0 0 7280 X 78 5741 5741 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 DUDLEYFOUNDATIONWAUSAU.ORG ANDREW DUDLEY SHANNON 7158495729 500 FIRST STREET SUITE 2 WAUSAU WI 54403 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY C DUDLEY 500 FIRST STREET SUITE 2 WAUSAU WI 54403 CHAIRMAN 2.00 0 0 0 ANN D SHANNON 500 FIRST STREET SUITE 2 WAUSAU WI 54403 PRESIDENT 10.00 0 0 0 JOHN D DUDLEY 500 FIRST STREET SUITE 2 WAUSAU WI 54403 VICE PRESIDENT 2.00 0 0 0 JEFFREY STUBBE 500 FIRST STREET SUITE 2 WAUSAU WI 54403 TREASURER 2.00 0 0 0 PAUL C SCHLINDWIEN II 500 FIRST STREET SUITE 2 WAUSAU WI 54403 SECRETARY 2.00 0 0 0 ROBERT J DUDLEY II 500 FIRST STREET SUITE 2 WAUSAU WI 54403 DIRECTOR 2.00 0 0 0 CHAD D KANE 500 FIRST STREET SUITE 2 WAUSAU WI 54403 DIRECTOR 2.00 0 0 0 ANDREW DUDLEY SHANNON 500 FIRST STREET SUITE 2 WAUSAU WI 54403 EXECUTIVE DIRECTOR 30.00 43100 0 0 NONE 0 NONE 0 0 8667238 466329 0 9133567 0 0 9133567 137004 8996563 449828 449828 1461 1461 448367 0 448367 0 448367 508634 0 508634 448367 456428 0 0 508634 456428 0 0 52206 0 0 0 0 0 0 0 0 396161 0 0 0 ANN D SHANNON JOHN D DUDLEY MARY C DUDLEY ROBERT J DUDLEY II ANDREW DUDLEY SHANNON DUDLEY FOUNDATION ATTN ANDREW DUDLE 500 FIRST STREET SUITE 2 WAUSAU WI 54403 7158495729 ELECTRONICALLY VIA OUR WEBSITE: HTTPS://DUDLEYFOUNDATIONWAUSAU.ORG/ GRANT APPLICATION DEADLINES ARE ON THE 1ST OF SEPTEMBER, DECEMBER, MARCH, AND JUNE. AN APPLICANT MUST BE A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND SHOULD NOT BE A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE IRS CODE. THE DUDLEY FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR PRIVATE BUSINESSES. THE DUDLEY FOUNDATION FUNDS NONPROFITS IN WAUSAU, MARATHON COUNTY, AND WISCONSIN. WE DO NOT FUND ANY REQUEST OUTSIDE OF THE STATE OF WISCONSIN AS PER THE INTENTION OF OUR FOUNDER, DICK DUDLEY, A PROUD NATIVE SON OF THE STATE. A WALK IN THEIR SHOES PO BOX 264 MAGNOLIA DE 19962 N/A PC THE POWER OF CHOICE 6000 DC EVEREST EDUCATION FOUNDATION PO BOX 114 SCHOFIELD WI 54476 N/A PC GREEN HECK TURNER COMMUNNITY CENTER 25000 NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION 1000 W CAMPUS DR WAUSAU WI 54401 N/A PC STUDIO-7 PROJECT (2ND INSTALLMENT) 100000 WAUSAUMARATHON COUNTY PARKS RECREATION & FORESTRY 212 RIVER DRIVE SUITE 2 WAUSAU WI 54403 N/A GOV CITY OF WAUSAU SKATE PARK CONSTRUCTION 5000 WAUSAU EVENTS 407 GRANT ST WAUSAU WI 54403 N/A PC WINGS OVER WAUSAU 2500 STABLE HANDS INC 225780 RIB MOUNTAIN DR PMB 243 WAUSAU WI 54401 N/A PC A STABLE STALL BARN 20000 NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION 1000 W CAMPUS DR WAUSAU WI 54401 N/A PC RICHARD D. DUDLEY FAMILY ENDOWED SCHOLARSHIP2023 1000 MIDSTATE INDEPENDENT LIVING CHOICES INC 3262 CHURCH ST STEVENS POINT WI 54481 N/A PC ADAPTIVE RECREATION EQUIPMENT AND PROGRAMMING EXPANSION 4000 INDIAN SOCIETY OF CENTRAL WISCONSIN 225520 RIB MOUNTAIN DR WAUSAU WI 54401 N/A PC DIWALI PARTY 2023 2500 HMONG AMERICAN CENTER INC 1109 N 6TH ST WAUSAU WI 54403 N/A PC HMONG WAUSAU FESTIVAL 2500 BOYS & GIRLS CLUB OF THE WAUSAU AREA INC 1710 2ND STREET WAUSAU WI 54403 N/A PC CAREER & WORKFORCE DEVELOPMENT INITIATIVE 15000 WAUSAU AMERICAN LEGION POST 10 1001 GOLF CLUB ROAD WAUSAU WI 54403 N/A PC 2023 VETERAN AVENUE OF HONOR 2500 PROGRESS ATHENS INC PO BOX 147 ATHENS WI 54411 N/A PC PURCHASE FORMER BANK OF ATHENS & ATHENS COMMUNITY HALL RENOVATIONS 5000 PERFORMING ARTS FOUNDATION INC 401 N 4TH ST WAUSAU WI 54403 N/A PC 2023 PERFORMING ARTS FUND DRIVE 15000 KIDS FROM WISCONSIN LTD 640 S 84TH ST MILWAUKEE WI 53214 N/A PC FORWARD TOGETHER FROM STAGE TO TABLE 500 GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4693 N LYNNDALE DR APPLETON WI 54913 N/A PC REACHING OUT PROGRAM FINANCIAL ASSISTANCE 2500 CENTER FOR THE VISUAL ARTS INC 427 N 4TH ST WAUSAU WI 54403 N/A PC CVA IN ACTION (CAPACITY BUILDING) 7660 CLEAR FOCUS MEDIA LLC (FILM GREEN BAY INC) PO BOX 28526 GREEN BAY WI 54324 N/A PC HONOR IN THE AIR: REMEMBERING CAPTAIN SCOTT ALWIN 1500 WAUSAU SCHOOL FOUNDATION INC 2607 N 18TH ST WAUSAU WI 54403 N/A PC WAUSAU SCHOOL FOREST ENVIRONMENTAL LEARNING CENTER 12500 WAUSAU CONSERVATORY OF MUSIC INC PO BOX 606 WAUSAU WI 54402 N/A PC PRESERVING INSTRUMENTS AND PROGRAMS, HVAC SYSTEMS AND CONTROLS 10000 THE SALVATION ARMY 202 CALLON STREET WAUSAU WI 54401 N/A PC 2022 SHARE YOUR HOLIDAYS 10000 THE NEIGHBORS' PLACE 360 GRAND AVENUE SUITE 200 WAUSAU WI 54403 N/A PC THE BABIES' PLACE 10000 SPECIAL OLYMPICS OF WISCONSIN 2310 CROSSROADS DRIVE MADISON WI 53718 N/A PC SPECIAL OLYMPICS WISCONSIN REGION 2 (NORTH CENTRAL WI) TRAVEL EXPENSES 1000 SOUTH BEACH CHAMBER ENSEMBLE 1350 EUCLID AVENUE MIAMI BEACH FL 33139 N/A PC SOUTH BEACH UP NORTH 500 MARATHON COUNTY 500 FOREST ST WAUSAU WI 54403 N/A GOV 49TH ANNUAL CHILDREN'S FESTIVAL 1000 JUNIOR ACHIEVEMENT OF WISCONSIN - NORTHCENTRAL WISCONSIN 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 N/A PC JUNIOR ACHIEVEMENT 2022-2023 PROGRAMMING 15000 BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN 227400 RIB MOUNTAIN DR STE G WAUSAU WI 54401 N/A PC BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WISCONSIN MENTORING CENTER 2500 CHILDCARING INC 850 STATE HIGHWAY 153 STE F MOSINEE WI 54455 N/A PC GOOD START GRANTS 2500 BADGER BOYS STATE INC 2930 AMERICAN LEGION DR PORTAGE WI 53901 N/A PC BADGER BOYS STATE 800 MARATHON COUNTY 4-H 212 RIVER DR STE 3 WAUSAU WI 54403 N/A GOV MARATHON COUNTY EXPLORANDO 4-H 1000 LEIGH YAWKEY WOODSON ART MUSEUM 700 N 12TH ST WAUSAU WI 54403 N/A PC GLASS BOX STUDIO (INSTALLMENT 1 OF 2) 12500 KATS INC 1115 HILLCREST AVE WAUSAU WI 54401 N/A PC MAINTAINING KATS MISSION IN INFLATIONARY TIMES 2500 AMERICAN RED CROSS MARATHON COUNTY CHAPTER 330 GRAND AVE SUITE 104 WAUSAU WI 54403 N/A PC COMMUNITY EMERGENCY VEHICLES: DELIVERING LIFESAVING BLOOD WHEN PATIENTS NEED IT MOST 5000 LEIGH YAWKEY WOODSON ART MUSEUM 700 N 12TH ST WAUSAU WI 54403 N/A PC GLASS BOX STUDIO (INSTALLMENT 2 OF 2) 12500 NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION 1000 W CAMPUS DR WAUSAU WI 54401 N/A PC STUDIO 7 PROJECT FINAL INSTALLMENT 100000 417460 MONK BOTANICAL GARDENS 1800 N 1ST AVENUE WAUSAU WI 54401 N/A PC VISITOR AND EDUCATION CENTER PHASE I 25000 25000 14 170294 18 -44125 0 126169 0 126169 0 0 0 0 0 0 0 0 0 0 AUDIT AND ACCOUNTING FEES 38244 7649 30595 PART VII-B, LINE 1A(4) - COMPENSATION TO DISQUALIFIED PERSONS DURING THE FISCAL YEAR ENDED 06/30/23, THE FOUNDATION PAID $43,100 TO ANDREW D. SHANNON FOR SERVICES AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THESE SERVICES ARE NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSE. THE AMOUNTS PAID ABOVE DO NOT CONSTITUTEUNREASONABLE OR EXCESSIVE AMOUNTS AND DO NOT CONSTITUTE SELF-DEALING PURSUANT TO REGULATION SECTION 53.4941(D)-3(C). ALL PAYMENTS WERE MADE AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS. ABBOTT LABS SR NT 3.40% DTD 11/22/2016 DUE 11/30/2023 CALLABLE 24778 24778 ABBVIE INC SR GLBL 3.20% DTD 05/12/2016 DUE 05/14/2026 CALLABLE 47388 47388 AMAZON COM INC SR GLBL NT 1.65% DTD 05/12/2021 DUE 05/12/2028 CALLABLE 63738 63738 APPLE INC SR GLBL NT 3.25% DTD 08/08/2022 DUE 08/08/2029CALLABLE 65671 65671 AUTOZONE INC NT 3.125% DTD 04/29/2013 DUE 07/15/2023 CALLABLE 49950 49950 BANK AMER CORP FR 3.50% DTD 04/19/2016 DUE 04/19/2026 CALLABLE 47963 47963 BLACKROCK INC SR GLBL 2.40% DTD 01/27/2020 DUE 04/30/2030 CALLABLE 68359 68359 BOEING CO SR NT 2.60% DTD 10/29/2015 DUE 10/30/2025 CALLABLE 46510 46510 CITIGROUP INC FR 3.00% DTD 08/30/2019 DUE 08/30/2029 CALLABLE 42312 42312 DEERE JOHN CAPITAL CORP FR 2.05% DTD 01/09/2020 DUE 01/09/2025 NON-CALLABLE 47608 47608 ELANCO ANIMAL HEALTH INC CR SEN SR GLBL STEP CPN DTD 02/28/2019 DUE 08/28/20 49742 49742 FISERV INC SR GLBL 3.80% DTD 09/25/2018 DUE 10/01/2023CALLABLE 49750 49750 GILEAD SCIENCES INC SR GLBL 3.50% DTD 11/17/2014 DUE 02/01/2025 CALLABLE 63996 63996 INTEL CORP SR GLBL 3.40% DTD 03/25/2020 DUE 03/25/2025 CALLABLE 48454 48454 JPMORGAN CHASE & CO FR 5.45% DTD 06/23/2023 DUE 06/23/2028 CALLABLE 49743 49743 JPMORGAN CHASE & CO NT 3.625% DTD 05/13/2014 DUE 05/13/2024 64833 64833 LOWES COS INC SR GLBL NT 3.35% DTD 03/24/2022 DUE 04/01/2027 CALLABLE 47220 47220 MARVELL TECHNOLOGY INC SR GLBL NT 1.65% DTD 04/12/2021 DUE 04/15/2026 CALLAB 45035 45035 MICROSOFT CORP SR GLBL 3.30% DTD 02/06/2017 DUE 02/06/2027 CALLABLE 48083 48083 NIKE INC SR GLBL NT 2.375% DTD 10/21/2016 DUE11/01/2026 CALLABLE 46446 46446 ORACLE CORP 2.95% DTD 11/09/2017 DUE 11/15/2024 CALLABLE 48283 48283 PFIZER INC SR NT 2.75% DTD 06/03/2016 DUE 06/03/2026 CALLABLE 63314 63314 RAYTHEON TECHNOLOGIES CORP SR GLBL NT 2.25% DTD 05/18/2020 DUE 07/01/2030 CA 71696 71696 ROSS STORES INC SR GLBL NT 0.875% DTD 10/21/2020 DUE 04/15/2026 CALLABLE 44167 44167 SOUTHWEST AIRLS CO SR NT 3.00% DTD 11/04/2016 DUE 11/15/2026 CALLABLE 45935 45935 STRYKER CORP SR NT 3.375% DTD 05/01/2014 DUE 05/15/2024 CALLABLE 49046 49046 TREEHOUSE FOODS INC SR GLBL NT 4.00% DTD 09/09/2020 DUE 09/01/2028 CALLABLE 43072 43072 VERIZON COMMUNICATIONS INC SR GLBL NT 0.75% DTD 03/22/2021 DUE03/22/2024 CA 48256 48256 VISA INC SR GLBL NT 3.15% DTD 12/14/2015 DUE 12/14/2025 CALLABLE 47927 47927 WALMART INC SR GLBL 4.10% DTD 04/18/2023 DUE 04/15/2033 CALLABLE 48548 48548 WELLS FARGO CO MTN SR NT 3.00% DTD 02/19/2015 DUE 02/19/2025 NON-CALLABLE 64305 64305 BAIRD INTERMEDIATE BOND FD INSTL #70 166830 166830 BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K #340 27862 27862 DODGE & COX INCOME FUND CL I 139341 139341 JPMORGAN CORE BOND FUND CLASS I #3720 83581 83581 TEMPLETON GLOBAL BOND FUND-AD #616 27853 27853 VANGUARD SHT TERM INVT GRADE ADM #539 55607 55611 ADOBE INC. 48899 48899 ALPHABET INC CAP STK CL A 146034 146034 ALPHABET INC CAP STK CL C 31452 31452 AMAZON.COM INC COM 226826 226826 AMERICAN EXPRESS CO COM 132915 132915 AMETEK INC NEW COM 64752 64752 AON PLC SHS CL A 86300 86300 APPLE INC COM 151297 151297 APPLIED MATLS INC COM 45964 45964 BERKSHIRE HATHAWAY INC DEL CL B NEW 99231 99231 CHEVRON CORP NEW COM 164116 164116 COCA COLA CO COM 78286 78286 COSTCO WHSL CORP NEW COM 71066 71066 CVS HEALTH CORPORATION 23988 23988 DEERE & CO COM 40519 40519 DEXCOM INC COM 102808 102808 DISNEY WALT CO COM 38658 38658 ECOLAB INC COM 93345 93345 EDWARDS LIFESCIENCES CORP COM 28299 28299 EVOLENT HEALTH INC CL A 75750 75750 FASTENAL CO COM 73738 73738 FLYWIRE CORPORATION COM VTG 62080 62080 GENERAL DYNAMICS CORP COM 29045 29045 GOLDMAN SACHS GROUP INC COM 29029 29029 HOLOGIC INC COM 80970 80970 HOME DEPOT INC COM 90396 90396 HONEYWELL INTERNATIONAL INC COM 33200 33200 INTERCONTINENTAL EXCHANGE, INC. COM 56540 56540 INTUITIVE SURGICAL INC COM NEW 76937 76937 IRHYTHM TECHNOLOGIES INC COM 78240 78240 JOHNSON & JOHNSON COM 171313 171313 JPMORGAN CHASE & CO COM 151985 151985 KROGER CO COM 29610 29610 LILLY ELI & CO COM 187592 187592 LINDE PLC SHS 95270 95270 LOWES COS INC COM 67710 67710 MICROCHIP TECHNOLOGY INC COM 38255 38255 MICROSOFT CORP COM 198535 198535 NIKE INC CL B 52426 52426 NORTHROP GRUMMAN CORP COM 33273 33273 O REILLY AUTOMOTIVE INC NEW COM 95530 95530 PAYPAL HLDGS INC COM 16482 16482 PEPSICO INC COM 70939 70939 PFIZER INC COM 41962 41962 POOL CORP COM 28098 28098 PROCTER & GAMBLE CO COM 45522 45522 RB GLOBAL INC 90000 90000 RESMED INC COM 87400 87400 ROCKWELL AUTOMATION INC COM 82363 82363 S&P GLOBAL INC COM 73764 73764 SALESFORCE INC 125066 125066 SCHWAB CHARLES CORP NEW COM 79352 79352 SPROUT SOCIAL INC COM CL A 36928 36928 STARBUCKS CORP COM 93909 93909 STRYKER CORP COM 76273 76273 TRANSDIGM GROUP INC COM 89417 89417 UBER TECHNOLOGIES INC COM 86340 86340 UNITEDHEALTH GROUP INC COM 59119 59119 VERISK ANALYTICS INC COM 40007 40007 WABTEC CORP COM 82253 82253 WALMART INC. 116470 116470 WASTE MANAGEMENT INC COM 69541 69541 WORKDAY INC CL A 67767 67767 ZOETIS INC CL A 68884 68884 AMERICAN FUNDS NEW WORLD FUND - F3 #736 184423 184423 BAIRD MIDCAP FUND - INST 195895 195895 JANUS HENDERSON SMALL CAP VALUE FUND CLASS N #1465 170898 170898 JPMORGAN SMALL CAP GROWTH FUND CL L #3907 186216 186216 MFS INTERNATIONAL EQUITY FUND CL R6 #403 290022 290022 OAKMARK INTERNATIONAL FUND - INST #2886 280650 280650 VANGUARD MID CAP VALUE INDEX FUND ADM #5835 167955 167959 560811 560811 0 0 PREPAID EXCISE TAX 6424 6424 6424 GRANTS PAYABLE DISCOUNT 9112 MEMBERSHIP DUES 1090 218 872 INSURANCE 4716 943 3773 OFFICE EXPENSE 17180 3436 13744 MISCELLANEOUS 541 108 433 UNREALIZED GAINS 1068965 INVESTMENT ADVISOR FEES 47167 47167 0 PAYROLL TAXES 3297 330 2967 FEDERAL EXCISE TAXES 4644 0 0 FOREIGN AND PROPERTY TAXES 1027 1027 0