2025-10-28T11:10:35-07:00 2024-12-31 391395261 DONALD H STURM CPA 6214 WASHINGTON AVENUE SUITE C-8 RACINE WI 53406 990PF 2024-01-01 391934819 THE J VERNON STEINLE & ELMYRA K STEINLE FOUNDATION INC JVER 2626199000 5605 WASHINGTON AVENUE RACINE WI 534064056 ERIC J MARKUSEN SECRETARY/TREASURER 2626199000 2025-04-15 true DONALD H STURM P00184946 2628849480 2025-10-28 X 2024 2025-03-06 01:10:19Z X 1726416 X X 61524 61524 61524 132661 388351 132661 75 0 0 194185 194185 61599 3885 3885 3885 4950 4950 4950 0 0 0 12512 12512 12512 21347 21347 21347 0 277500 277500 298847 21347 21347 277500 -104662 172838 40252 27616 34529 34529 0 0 554435 469908 1027937 687131 660083 663950 0 0 0 0 0 0 1269182 1164520 1726416 0 0 0 0 0 X 1269182 1164520 1269182 1164520 1269182 1164520 1269182 -104662 1164520 1164520 COMMON STOCK, 8 SHS. ABBVIE INC P 2024-02-06 2024-12-10 1406 0 1385 21 0 0 0 21 COMMON STOCK, 44 SHS. ABBOTT LABS P 1998-03-30 2024-08-02 4877 0 560 4317 0 0 0 4317 COMMON STOCK, 7 SHS. ACCENTURE PLC IRELAND P 2024-01-05 2024-12-10 2520 0 2359 161 0 0 0 161 COMMON STOCK, 73 SHS. ALPHABET INC A P 2010-05-10 2024-08-19 12881 0 954 11927 0 0 0 11927 COMMON STOCK, 6 SHS. AMAZON.COM INC P 2023-08-07 2024-07-16 1156 0 852 304 0 0 0 304 COMMON STOCK, 33 SHS. AMAZON.COM INC P 2009-09-11 2024-12-10 7195 0 1646 5549 0 0 0 5549 COMMON STOCK, 40 SHS. APPLE INC P 2010-12-20 2024-12-10 9682 0 460 9222 0 0 0 9222 COMMON STOCK, 10 SHS. BERKSHIRE HATHAWAY P 2022-05-24 2024-12-10 4547 0 2398 2149 0 0 0 2149 COMMON STOCK, 28 SHS. CHEVRON CORP P 2022-10-21 2024-07-26 4429 0 4830 -401 0 0 0 -401 COMMON STOCK, 87 SHS. CHIPOLTLE MEXICAN GRILL A P 2022-08-05 2024-08-13 4785 0 2783 2002 0 0 0 2002 COMMON STOCK, 16 SHS. CONOCOPHILLIPS P 2021-02-04 2024-12-10 1685 0 712 973 0 0 0 973 COMMON STOCK, 40 SHS. COPART INC P 2023-02-21 2024-12-10 2349 0 1383 966 0 0 0 966 COMMON STOCK, 8 SHS. COSTCO WHOLESALE CORP P 2009-12-28 2024-12-10 7497 0 487 7010 0 0 0 7010 COMMON STOCK, 6 SHS. DANAHER CORP P 2024-08-02 2024-12-10 1416 0 1654 -238 0 0 0 -238 COMMON STOCK, 6 SHS. DANAHER CORP P 2006-10-25 2024-07-16 1460 0 143 1317 0 0 0 1317 COMMON STOCK, 54 SHS. DISNEY WALT CORP P 2024-02-16 2024-08-07 4672 0 6104 -1432 0 0 0 -1432 COMMON STOCK, 4 SHS. META PLATFORMS INC A P 2024-09-20 2024-12-10 2474 0 2212 262 0 0 0 262 COMMON STOCK, 2 SHS. META PLATFORMS INC A P 2023-08-01 2024-12-10 1237 0 645 592 0 0 0 592 COMMON STOCK, 45 SHS. FASTENAL CO P 2020-09-22 2024-12-10 3424 0 2212 1212 0 0 0 1212 COMMON STOCK, 7 SHS. GE AEROSPACE P 2024-09-20 2024-12-10 1204 0 1310 -106 0 0 0 -106 COMMON STOCK, 6 SHS. HOME DEPOT INC P 2012-03-13 2024-12-10 2491 0 295 2196 0 0 0 2196 COMMON STOCK, 230 SHS. ISHS GOLD TRUST NEW ETF P 2020-05-13 2024-12-10 11414 0 7558 3856 0 0 0 3856 COMMON STOCK, 8 SHS. ILLINOIS TOOL WORKS INC P 2017-03-14 2024-12-10 2153 0 1072 1081 0 0 0 1081 COMMON STOCK, 3 SHS. INTERCONTINENTAL EXCH P 2024-07-17 2024-12-10 475 0 447 28 0 0 0 28 COMMON STOCK, 9 SHS. INTERCONTINENTAL EXCH P 2013-07-16 2024-12-10 1425 0 328 1097 0 0 0 1097 COMMON STOCK, 1 SHARE INTUIT INC P 2023-02-03 2024-07-16 662 0 425 237 0 0 0 237 COMMON STOCK, 15 SHS. JPMORGAN CHASE & CO P 2008-03-10 2024-12-10 3556 0 569 2987 0 0 0 2987 COMMON STOCK, 59 SHS. JOHNSON & JOHNSON P 2022-09-20 2024-11-25 9239 0 9892 -653 0 0 0 -653 COMMON STOCK, 2 SHS. ELI LILLY & CO P 2024-08-02 2024-12-10 1608 0 1597 11 0 0 0 11 COMMON STOCK, 7 SHS. LINDE PLC NEW P 2004-08-13 2024-12-10 3119 0 0 3119 0 0 0 3119 COMMON STOCK, 15 SHS. MARSH & MCLENNAN COS INC P 2014-01-24 2024-12-10 3250 0 702 2548 0 0 0 2548 COMMON STOCK, 13 SHS. MASTERCARD INC A P 2009-04-01 2024-12-10 6513 0 207 6306 0 0 0 6306 COMMON STOCK, 7 SHS. MCDONALDS CORP P 2017-05-22 2024-12-10 1970 0 1044 926 0 0 0 926 COMMON STOCK, 29 SHS. MICROSOFT CORP P 2002-12-10 2024-12-10 12940 0 789 12151 0 0 0 12151 COMMON STOCK, 25 SHS. MICROCHIP TECH INC P 2024-05-16 2024-12-06 1482 0 2363 -881 0 0 0 -881 COMMON STOCK, 82 SHS. MICROCHIP TECH INC P 2023-09-18 2024-12-06 4861 0 6382 -1521 0 0 0 -1521 COMMON STOCK, 75 SHS. NVIDIA CORP P 2020-04-01 2024-12-10 10176 0 466 9710 0 0 0 9710 COMMON STOCK, 135 SHS. NEXTERA ENERGY INC P 2018-10-25 2024-01-05 8362 0 7291 1071 0 0 0 1071 COMMON STOCK, 65 SHS. NIKE INC B P 2016-11-28 2024-02-29 6756 0 3345 3411 0 0 0 3411 COMMON STOCK, 3 SHS. O REILLY AUTOMOTIVE NEW P 2019-10-25 2024-12-10 3578 0 1317 2261 0 0 0 2261 COMMON STOCK, 13 SHS. POOL CORP P 2022-01-13 2024-05-03 4756 0 5647 -891 0 0 0 -891 COMMON STOCK, 3 SHS. PROCTER & GAMBLE P 2023-11-07 2024-07-16 499 0 452 47 0 0 0 47 COMMON STOCK, 11 SHS. PROCTER & GAMBLE P 2023-01-31 2024-12-10 1894 0 1577 317 0 0 0 317 COMMON STOCK, 5 SHS. S&P GLOBAL INC P 2015-07-30 2024-12-10 2513 0 514 1999 0 0 0 1999 COMMON STOCK, 8 SHS. SALESFORCE INC P 2023-07-13 2024-12-10 2608 0 1801 807 0 0 0 807 COMMON STOCK, 3 SHS. SERVICENOW INC P 2020-03-12 2024-12-10 3013 0 817 2196 0 0 0 2196 COMMON STOCK, 5 SHS. SHERWIN WILLIAMS CO P 2022-05-09 2024-12-10 1821 0 1391 430 0 0 0 430 COMMON STOCK, 23 SHS. VERALTO CORP P 2006-10-25 2024-01-05 1769 0 218 1551 0 0 0 1551 COMMON STOCK, 24 SHS. TEXAS INSTRUMENTS INC P 2016-03-04 2024-02-16 4040 0 1324 2716 0 0 0 2716 COMMON STOCK, 5 SHS. THERMO FISHER SCIENTIFIC P 2019-09-05 2024-12-10 2717 0 1476 1241 0 0 0 1241 COMMON STOCK, 9 SHS. UNION PACIFIC CORP P 2017-03-14 2024-12-10 2150 0 1339 811 0 0 0 811 COMMON STOCK, 9 SHS. UNITEDHEALTH GROUP INC P 2016-02-19 2024-12-10 5030 0 1062 3968 0 0 0 3968 COMMON STOCK, 11 SHS. VALERO ENERGY CORP P 2010-12-11 2024-12-10 1500 0 652 848 0 0 0 848 COMMON STOCK, 10 SHS. VISA INC CL A P 2016-08-22 2024-12-10 2942 0 813 2129 0 0 0 2129 COMMON STOCK, 12 SHS. ZOETIS INC CL A P 2018-11-14 2024-12-10 2147 0 1119 1028 0 0 0 1028 ISHS CORE MSCI EMERGING MKTS ETF, 60.0 P 2023-01-09 2024-12-10 3310 0 2982 328 0 0 0 328 ISHS MSCI EAFE VALUE ETF, 35.0 SHS. P 2024-07-16 2024-12-10 1923 0 1925 -2 0 0 0 -2 ISHS MSCI EAFE VALUE ETF, 45.0 SHS. P 2020-03-12 2024-12-10 2472 0 1544 928 0 0 0 928 ISHS CORE S&P SMCP ETF, 20.0 SHS. P 2024-07-16 2024-12-10 2495 0 2323 172 0 0 0 172 ISHS CORE S&P SMCP ETF, 44.0 SHS. P 2020-06-02 2024-12-10 5488 0 2982 2506 0 0 0 2506 ISHS RUSSELL MIDCAP INDEX ETF, 20.0 SHS. P 2024-07-16 2024-12-10 1869 0 1702 167 0 0 0 167 ISHS RUSSELL MIDCAP INDEX ETF, 120.0 SHS. P 2009-12-28 2024-12-10 11213 0 2515 8698 0 0 0 8698 WCM FOCUSED INTL GROWTH I, 85.0 SHS. P 2020-06-05 2024-07-16 2198 0 1650 548 0 0 0 548 WCM FOCUSED INTL GROWTH I, 220.0 SHS. P 2024-12-09 2024-12-10 5045 0 5159 -114 0 0 0 -114 MFS INTL INTRINSIC VAL CL I, 230.920 SHS. P 2023-12-20 2024-12-10 10372 0 9200 1172 0 0 0 1172 MFS INTL INTRINSIC VAL CL I, 64.080 SHS. P 2012-03-30 2024-12-10 2866 0 1726 1140 0 0 0 1140 PRINCIPAL MIDCAP R6, 44.941 SHS. P 2023-12-14 2024-07-16 1952 0 1708 244 0 0 0 244 PRINCIPAL MIDCAP R6, 310.059 SHS. P 2020-02-04 2024-12-10 14848 0 10113 4735 0 0 0 4735 SELECT SECTOR TR RE SPDR ETF, 105.0 SHS. P 2024-07-16 2024-12-10 4543 0 4251 292 0 0 0 292 SELECT SECROR TR RE SPDR ETF, 60.0 SHS. P 2022-06-22 2024-12-10 2596 0 2422 174 0 0 0 174 VANGUARD VALUE ETF, 55.0 SHS. P 2020-09-03 2024-12-10 9699 0 5918 3781 0 0 0 3781 $50,000 WALMART STORES 3.05% 070826 P 2020-10-29 2024-12-10 48861 0 56189 -7328 0 0 0 -7328 ISHS 7-10 YR TREASURY BOND, 158 SHS. P 2024-07-16 2024-12-10 14973 0 15006 -33 0 0 0 -33 ISHS 7-10 YR TREASURY BOND, 267 SHS. P 2023-12-04 2024-12-10 25303 0 24995 308 0 0 0 308 132661 75 2402 0 2402 0 2402 0 0 0 2402 0 false false false false false false false true true WI true true false false false true N/A DONALD H STURM CPA 2628849480 6214 WASHINGTON AVENE SUITE C-8 MT PLEASANT WI 534063986 false false false false false false false false false false false false false false false false false false false false false ROBERT F SIEGERT MD 5048 CITATION DRIVE RACINE WI 53402 PRESIDENT 2.00 0 0 0 CHRIS LEBERFING ONE MAIN STREET STE 300 RACINE WI 53403 VICE-PRESIDENT 2.00 0 0 0 ERIC J MARKUSEN 5605 WASHINGTON AVE STE 5 RACINE WI 53406 SEC-TREAS 2.00 0 0 0 MICHAEL A STURM 6214 WASHINGTON AVE STE C-8 MT PLEASANT WI 534063986 ASST SECRETARY 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MAKES GRANTS TO 501(C)(3)ORGANIZATIONS WHICH PAY MEDICAL BILLS OF RESIDENTS OF RACINE COUNTY WISCONSIN RESIDING EAST OF INTERSTATE HIGHWAY 94. 0 1922755 0 0 1922755 0 1922755 28841 1893914 94696 X 0 277500 277500 0 565000 272500 277500 277500 277500 1670000 277500 0 277500 1947500 0 0 0 0 565000 1382500 272500 277500 277500 277500 277500 X 40252 25798 29058 35818 130926 34214 21928 24699 30445 111286 277500 277500 277500 277500 1110000 277500 277500 277500 277500 1110000 63131 63554 71767 86361 284813 NONE NONE X ASCENSION ALL SAINTS HOSPITAL FDN 3801 SPRING STREET RACINE WI 53405 PUBLIC PROVIDE INDIVIDUALSMEDICAL BENEFITS 150000 HEALTHCARE NETWORK RACINE INC 904 STATE STREET RACINE WI 53404 PUBLIC PROVIDE INDIVIDUALSMEDICAL BENEFITS 125000 FOCUS ON COMMUNITY INC 510 COLLEGE AVENUE RACINE WI 53403 PUBLIC PROVIDE INDIVIDUALSMEDICAL BENEFITS 2500 277500 NONE 0 4 PROVIDES FUNDS FOR DISTRIBUTIONS TO CHARITIES. false false false false false false false false false false DONALD H STURM, CPA PREPARATION OF FORM 990-PF 4950 4950 4950 FOLEY SHANNON POWERS & RUSCH SC LEGAL SERVICES IN REGARD TO OPERATIONS 3885 3885 3885 INSURANCE 688 688 688 INVESTMENT ADVISORY FEES 11824 11824 11824