2025-04-21T18:02:23-05:00 2024-12-31 390934985 Michael Best & Friedrich LLP 790 N Water Street Suite 2500 Milwaukee WI 53202 990PF 2024-01-01 710985492 James E Dutton Foundation Inc c/o Dean W Fenske JAME 4146400523 6655 Rainbow Drive Merrill WI 54452 Dean W Fenske President 4146400523 2025-04-17 1 1 Rose M Sadlon P00631138 4142716560 2024 2025-03-06 01:10:19Z X 3455633 X X 91968 91968 259588 942814 259588 448 448 352004 352004 65900 6590 59310 11362 1136 10226 13455 13455 0 922 922 0 4081 0 4081 1963 0 1963 97683 22103 75580 164190 164190 261873 22103 239770 90131 329901 23843 44449 44449 53135 54695 54695 4740 4740 18131 2552057 2620646 3286795 12727 13175 51563 2646502 2737705 3455633 0 0 X 2646502 2737705 0 0 0 0 2646502 2737705 2646502 2737705 2646502 90131 1072 2737705 0 2737705 194.29 shs Blackrock Low Dur Bd 2024-11-21 1758 1768 -10 -10 2568.141 shs Blackrock Low Dur Bd 2024-11-21 23242 25070 -1828 -1828 135.058 shs Dbline Total Return 2024-06-24 1180 1192 -12 -12 2726.498 shs Dbline Total Return 2024-06-24 23820 29287 -5467 -5467 558.724 shs Dbline Total Return 2024-11-21 4883 4876 7 7 13,372.458 shs Dbline Total Return 2024-11-21 116866 141380 -24514 -24514 282.205 shs Dodge & Cox 2019-08-01 2024-08-01 75000 53184 21816 21816 1025.215 shs Edgewood Grwth 2016-06-10 2024-08-01 50000 21858 28142 28142 637.559 shs Eaton Vance Fltg 2024-11-21 5348 5354 -6 -6 6951.061 shs Eaton Vance Fltg 2024-11-21 58310 51213 7097 7097 1054.384 shs JOHCM Intl Select 2021-12-23 2024-11-27 25000 31391 -6391 -6391 2471.666 shs Jackson Sq Midcap 2024-08-01 45098 57668 -12570 -12570 317 shs Schwab US Divd Equity 2021-03-15 2024-06-24 25119 22810 2309 2309 39.788 shs Vanguard 500 Index 2019-09-09 2024-08-01 20000 10979 9021 9021 545.562 shs Vanguard 500 Index 2024-11-21 300000 139418 160582 160582 313.605 shs Vanguard Midcp Value 2024-05-13 25000 16340 8660 8660 95 shs Vanguard Grwth 2022-12-02 2024-08-01 34401 22057 12344 12344 2205.072 shs Blackrock Low Dur Bd 2021-03-15 2024-11-27 20000 21526 -1526 -1526 648.431 shs Invesco Dev Mkts 2024-11-27 25000 25855 -855 -855 Capital Gains Dividends P 62789 62789 62789 259588 4586 0 4586 0 4586 2241 0 0 0 2241 X 0 2345 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 jameseduttonfoundation.org Dean W Fenske 4146400523 6655 Rainbow Drive Merrill WI 54452 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dean W Fenske 6655 Rainbow Drive Merrill WI 54452 President/Treas 7.00 43900 0 0 John Dutton 176 King Carter Lane Weems VA 22576 Vice President 1.00 8800 0 0 J Lewis Perlson 790 North Water Street Ste 2500 Milwaukee WI 53202 Secretary 1.00 13200 0 0 NONE 0 NONE 0 0 3342826 77818 51563 3472207 0 0 3472207 52083 3420124 171006 171006 4586 4586 166420 0 166420 0 166420 239770 0 239770 166420 92993 0 0 239770 92993 0 0 146777 0 0 0 0 0 0 0 0 19643 0 0 0 James E Dutton Foundation 6655 Rainbow Dr Merrill WI 54452 4146400523 silvercreek.fenske@gmail.com There is no formal application form. Grant requests should include 1) description of organization and its mission, 2) description of project/program for which a grant is being requested, and 3) grant budget and time schedule. Grants may extend over two years or more dependent on the request. None Projects/programs that benefit wildlife, animal causes, environmental preservation and outdoors education. Once a grant is awarded grantees will be required to provide additional information about their organization and to file a grant report on the results achieved through the grant. Aldo Leopold Nature Center 330 Femrite Drive Monona WI 53716 None Public CompanionCare Hub Program 10000 American Bird Conservancy Po Box 249 The Plains VA 20198 None Public Forestry for Wisconsin Birds Program 5000 Blue Lotus Center 5501 County Road M West Bend WI 53095 None Public Accessible Trail Construction 2500 Carroll University 100 N East Ave Waukesha WI 53186 None Public Animal Behavior Program 7500 Center for Community Stewardship (Get Kids Outside) 2145 East Washington Ave Madison WI 53704 None Public Outdoor Education Program 7500 Domestic Animal Wellness Center and Wildlife Rescue 24647 State Road 35/70 Siren WI 54872 None Public Diagnostic, Preventive and Wildlife Care 3000 Door County Land Trust PO Box 65 Sturgeon Bay WI 54235 None Public Indoor/Outdoor Classroom and Troop House at Camp Cuesta 10000 Fetch Foster and Rescue Inc 5820 N 35th Avenue Wausau WI 54401 None Public Lost Dog Efforts 5000 For the Love of Poodles and Pooches 2496 Hill Stream Drive Rockville VA 23146 None Public Dog Rescue Program 5000 Friends of Willow River and Kinnickinnic State Park 1034 County Road A Hudson WI 54016 None Public Naturalist Position 5000 Friends of Wisconsin Camp Tapawingo 915 W Tapawingo Road Mishicot WI 54228 None Public Naturalist Intern and Development of Long-term Sustainable Program 7000 Green Bay Botanical Garden 2600 Larsen Street Green Bay WI 54303 None Public Invasive Species Removal and Native Wetland Plantings 5000 Keep Greater Milwaukee Beautiful 1313 W Mount Vernon Ave Milwaukee WI 53233 None Public Green and Growing Environmental Education Program 2000 Kickapoo Valley Forest School 301 W Adams Street La Farge WI 54639 None Public Classroom Microscopes 1535 Lincoln County Humane Society 310 N Memorial Drive Merrill WI 54452 None Public Spay and Neuter Program 5000 Milwaukee RiverKeeper 600 East Greenfield Ave Milwaukee WI 53204 None Public Water Quality Monitoring Program 10000 Natural Resource Foundation of Wisconsin 211 South Paterson St Ste 100 Madison WI 53703 None Public Nature for All Field Trip Program 5000 Pheasants Forever S8524 Giese Drive Plain WI 53577 None Public Milwaukee River Watershed Land Stweardship Coordinator 13412 Rock River Coalition 864 Collins Road Jefferson WI 53549 None Public Collaboration with Small Watershed and Producer-led Groups 8778 Sonoma Ecology Center PO Box 1486 Eldridge CA 95431 None Public Sonoma Overlook Trail Renovation 2500 Sonoma Valley Mentoring Alliance 276 East Napa Street Sonoma CA 95476 None Public Outdoor Programs 2500 The Nature Place 789 Myrick Park Drive La Crosse WI 54601 None Public Building Community through Garden Opportunities 12865 Wags of Wisconsin 900 South Foster Street Merrill WI 54452 None Public Dog Fostering Program 5000 Washburn County Area Humane Society PO Box 328 Spooner WI 54801 None Public Cowboy's House Hospice Program 3600 Wild Paws Midwest Animal Sanctuary PO Box 1027 Anoka MN 55303 None Public Midwest Native Wildlife Care Program 7000 Wings Over Wisconsin 8 S Main St Mayville WI 53050 None Public Pond Restoration 5000 Wisconsin Wetlands Association 214 N Hamilton St 201 Madison WI 53703 None Public WWA and TU Collaboration for 2025 Conference 2500 Wisconsin Zoological Society 10005 West Bluemound Road Milwaukee WI 53226 None Public Wild Birds Program 5000 164190 0 14 91968 16 448 18 259588 0 352004 0 352004 0 0 0 0 0 0 0 0 0 0 #1 14,342.159/25,215.235 shs Vanguard Bal Ind (#..7541) 1044894 1222435 #2 45.9231/46.7455 shs Vanguard Dividend Appr (#..7541) 5605 9154 #4 15,771.076/16,412.883 shs Baird Aggregate Bd (#0205) 176200 158384 #5 1210.859/8097.399 shs Blackrock Low Duration (#0205) 77270 73362 #6 9345.794 shs Cliffwater Corporate Lending (#0205) 100010 99252 #7 9443.8610 shs Diamond Hill St Dur S (#0205) 90000 93966 #8 1672.369/12,151.362 shs Dodge & Cox Income (#0205) 157034 150434 #9 9130.841 shs Neuberger Berman Strategies (#0205) 87940 90213 #9a 4405.286 shs Osterweis Strategic Inc (#0205) 50010 49383 #9b 1062.117 shs American Fds Europacif Grwth (#0205) 47371 57121 #9c 2904.607 shs Congress Mid Cap Grwth (#..0205) 44822 65993 #9d 745.791/463.586 shs Dodge & Cox Stock Fd (#..0205) 78090 119225 #9e 1866.295/841.080 shs Edgewood Growth Instl (#..0205) 17932 37277 #9f 822.8610 shs Invesco Developing Marke (#..0205) 31515 31302 #9g 4634.644/3580.26 shs JOHCM International Sel (#0205) 106590 81737 #9h 637.984 shs Vanguard Mid Cap Index Adm Fd (#..0205) 104590 208538 #9i 1154.702/841.097 shs Vanguard Mid Cap Value Index (#..0205) 37862 70476 #9j 721.904/731.776 shs Vanguard Small Cap Index (#..0205) 55267 84271 #9k 1283.356/698.006 shs Vanguard 500 Index Fd (#..0205) 135532 378850 #9l 0/690 shs iShares Core S&P Mid Cap (#0205) 41710 42994 #9m 1780.6385/1833.5659 shs Schwab Emerging Mkts (#0205) 47714 48828 #9n 1037/2160 shs Schwab US Dividend (#0205) 51808 59011 #9o 228/133 shs Vanguard Growth ETF (#0205) 30880 54589 #3 40 shs Berkshire Hathaway CL B (#..0205) 4740 18131 #9p 6.625% interest in Crawfish Road, LLC AT COST 13175 51563 Legal fees 11362 1136 10226 Supplies, postage, miscellaneous 443 0 443 Dept. of Financial Institution 25 0 25 US Bank - expenses 193 0 193 Computer and ink cartridges 821 0 821 Go Daddy 221 0 221 Checks 260 0 260 Rental Inc from Sch K-1 448 448 448 Miscellaneous basis adjustment 1072 Investment Fees - Schwab (Bronfman) 13455 13455 0 Charles Schwab foreign tax 922 922 0