2026-01-19T11:30:01-06:00 2025-06-30 391628949 JOHNSON BLOCK & CO INC 9701 BRADER WAY SUITE 202 MIDDLETON WI 53562 990PF 2024-07-01 390857592 WISCONSIN RURAL OPPORTUNITIES FOUNDATION ATTENTION MARCY HEIM WISC 6087726577 2679 FAHEY GLEN MADISON WI 53711 SAM MILLER TREASURER 9208581350 2026-01-15 1 1 ELLEN MCGUIRE P01355374 6082742002 2024 2025-03-06 01:10:19Z X 6454480 X 23606 X 1051 1051 170612 170612 111012 1261817 111012 3069 3069 309350 285744 36704 24592 12112 19375 5813 13562 8514 8514 0 9511 0 0 22581 0 22581 96685 38919 48255 219000 219000 315685 38919 267255 -6335 246825 211515 216676 216676 2859 8207 2859 2859 72152 0 102932 72152 72152 2794033 3053065 3053065 680510 125998 125998 2349447 2982236 2982236 1396 1494 1494 6148040 6454480 6454480 12477 1848 12477 1848 X 393738 441247 5741825 6011385 6135563 6452632 6148040 6454480 6135563 -6335 323404 6452632 0 6452632 PUBLICLY TRADED STOCKS & BONDS 2023-07-01 2024-06-30 438098 416126 21972 21972 PUBLICLY TRADED STOCKS & BONDS 2023-07-01 2024-06-30 463719 374679 89040 89040 PUBLICLY TRADED STOCKS & BONDS 2023-07-01 2024-06-30 360000 360000 0 0 111012 3431 0 3431 0 3431 5240 0 0 0 5240 36 1773 1773 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.WROF.ORG NICK CURRAN 6088072321 821 E WASHINGTON AVE 2ND FLOOR MADISON WI 53703 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN BEHR 6041 REBECCA WAY MCFARLAND WI 53558 PRESIDENT 2.00 0 0 0 JAMES CALDWELL PO BOX 177 WHITEWATER WI 53190 VICE PRESIDENT 2.00 0 0 0 PAT DUFFY PO BOX 250 COLUMBUS WI 53925 SECRETARY 2.00 0 0 0 MICHELLE LIVANOS PO BOX 46522 MADISON WI 53744 MARKETING DIRECTOR 2.00 0 0 0 CHARLES CRAVE W11550 TORPY ROAD WATERLOO WI 53594 DIRECTOR 2.00 0 0 0 ALIESHA CROWE 1900 COLLEGE DRIVE RICE LAKE WI 54868 DIRECTOR 2.00 0 0 0 JERRY GASKA W11236 BREYER ROAD COLUMBUS WI 53925 DIRECTOR 2.00 0 0 0 SAM MILLER 914 N FOX ST APPLETON WI 54911 TREASURER 2.00 0 0 0 BRETT RENK 6809 WILBURN RD SUN PRAIRIE WI 53590 DIRECTOR 2.00 0 0 0 SUE SCHULTZ W3024 ST CHARLES ROAD CHILTON WI 53014 DIRECTOR 2.00 0 0 0 MARCY HEIM 2679 FAHEY GLEN FITCHBURG WI 53711 EXECUTIVE DIRECTOR 10.00 36704 0 0 NONE 0 NONE 0 THE WISCONSIN RURAL OPPORTUNITIES FOUNDATION (WROF) FOSTERS THE VITALITY OF RURAL WISCONSIN, PRIMARILY THROUGH THE PROMOTION OF EDUCATIONAL OPPORTUNITIES, AS WELL AS THE IMPROVEMENT OF HEALTH CARE SERVICES, CULTURAL EXPERIENCES, AND SUPPORT OF THE RURAL ECONOMIC BASE. DURING THE 2023-2024 YEAR, WROF PROVIDED GRANTS TO SEVERAL ORGANIZATIONS TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO MET SPECIFIC REQUIREMENTS. 93000 WROF MADE A CONTRIBUTION TO A DONOR-ADVISED FUND. FUND IS USED TO SUPPORT HIGHER EDUCATION FOR STUDENTS FROM RURAL WISCONSIN. 126000 WROF PROVIDES LOANS TO STUDENTS AT THE UNIVERSITY OF WISCONSIN-MADISON. A PORTION OF THE LOAN IS FORGIVEN EACH YEAR THE STUDENT PRACTICES IN A RURAL AREA OF WISCONSIN 0 THE WISCONSIN RURAL OPPORTUNITIES FOUNDATION PROVIDES LOANSTO VETERINARY STUDENTS AT THE UNIVERSITY OFWISCONSIN-MADISON SCHOOL OF VETERINARY MEDICINE. AFTERGRADUATION, A PORTION OF THE LOAN IS FORGIVEN EACH YEAR THESTUDENT PRACTICES IN WISCONSIN FOCUSING ON LARGE ANIMALS. 0 THE WISCONSIN RURAL OPPOTUNITIES FOUNDATION PROVIDES LOANS TO STUDENTS AT THE UNIVERSITY OF WISCONSIN-MADISON SCHOOL OF MEDICINE AND PUBLIC HEALTH'S ACADEMY FOR RURAL MEDICINE. AFTER RESIDENCY IS COMPLETED, A PORTION OF THE LOAN IS FORGIVEN EACH YEAR THE STUDENT PRACTICES MEDICINE IN A RURAL AREA IN WISCONSIN. 0 0 0 6174971 125660 0 6300631 0 0 6300631 94509 6206122 310306 310306 3431 3431 306875 0 306875 0 306875 267255 0 267255 306875 263688 0 0 267255 263688 0 0 3567 0 0 0 0 0 0 0 0 303308 0 0 0 X AABP 1130 EAST MAIN STREET STE 302 ASHLAND OH 44805 NONE PC SCHOLARSHIPS 10000 EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DR MADISON WI 53711 NONE PC SCHOLARSHIPS 5000 PROFESSIONAL DAIRY PRODUCERS FOUNDATION 820 N MAIN ST STE D JUNEAU WI 53039 NONE PC SCHOLARSHIPS 5500 RURAL SUMMER SCIENCE CAMP - WARF 610 WALNUT ST MADISON WI 53726 NONE PC SCHOLARSHIPS 5000 UNIVERISTY OF WISCONSIN MADISON SCHOOL OF NURSING 701 HIGHLAND AVE MADISON WI 53705 NONE GOV SCHOLARSHIPS 8000 UNIVERISTY OF WISCONSIN MADISON VET SCHOOL 2015 LINDEN DR MADISON WI 53706 NONE GOV SCHOLARSHIPS 4000 UNIVERSITY OF WISCONISN MADISON - CALS 1450 LINDEN DR MADISON WI 53706 NONE GOV SCHOLARSHIPS 6000 UNIVERSITY OF WISCONISN MADISON - PHYSICIAN ASSISTANT 750 HIGHLAND AVE MADISON WI 53705 NONE GOV SCHOLARSHIPS 4500 UNIVERSITY OF WISCONSIN EAU CLAIRE 105 GARFIELD AVE EAU CLARIE WI 54701 NONE GOV SCHOLARSHIPS 4000 UNIVERSITY OF WISCONSIN GREEN BAY 2420 NICOLET DR GREEN BAY WI 54301 NONE GOV SCHOLARSHIPS 3000 UNIVERSITY OF WISCONSIN MILWAUKEE SCHOOL OF NURSING 1440 E NORTH AVE MILWAUKEE WI 53202 NONE GOV SCHOLARSHIPS 4000 UNIVERSITY OF WISCONSIN OSHKOSH 800 ALGOMA BLVD N/E 424 OSHKOSH WI 54901 NONE GOV SCHOLARSHIPS 3000 UNIVERSITY OF WISCONSIN PLATTEVILLE 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 NONE GOV SCHOLARSHIPS 8000 UNIVERSITY OF WISCONSIN RIVER FALLS 410 S 3RD ST RIVER FALLS WI 53818 NONE GOV SCHOLARSHIPS 10000 UNIVERSITY OF WISCONSIN STEVENS POINT 2100 MAIN ST RM 134 STEVENS POINT WI 54481 NONE GOV SCHOLARSHIPS 3000 UNIVERSITY OF WISCONSIN WHITEWATER 800 W MAIN ST WHITEWATER WI 53190 NONE GOV SCHOLARSHIPS 1000 US CHARITABLE GIFT TRUST 8910 PURDUE RD INDIANAPOLIS IN 46268 NONE PC SCHOLARSHIPS 126000 WI FFA FOUNDATION 1241 JOHN Q HAMMONS DR MADISON WI 53717 NONE PC SCHOLARSHIPS 2000 LAKESHORE COLLEGE 1290 NORTH AVE CLEVELAND WI 53015 NONE GOV SCHOLARSHIPS 1000 NICOLET COLLEGE 5364 COLLEGE DR RHINELANDER WI 54501 NONE GOV SCHOLARSHIPS 1000 MORAINE PARK TECHNICAL COLLEGE 535 N NATIONAL AVE A-120 FON DU LAC WI 54935 NONE GOV SCHOLARSHIPS 1000 MADISON COLLEGE 1701 WRIGHT ST MADISON WI 53704 NONE GOV SCHOLARSHIPS 1000 WAUKESHA TECHNICAL COLLEGE 327 E BROADWAY WAUKESHA WI 53186 NONE GOV SCHOLARSHIPS 1000 NE WI TECHNICAL COLLEGE 2740 W MASON ST GREEN BAY WI 54235 NONE GOV SCHOLARSHIPS 1000 WESTERN TECHNICAL COLLEGE 400 7TH ST LA CROSSE WI 54601 NONE GOV SCHOLARSHIPS 1000 219000 0 14 1051 14 170612 01 3069 14 111012 0 285744 0 285744 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING FEES 9050 2715 6335 ACCOUNTING FEES 10325 3098 7227 IN ORDER TO SUPPORT THE ECONOMY OF RURAL AREAS IN WISCONSIN, THE WISCONISN RURAL OPPORUNITIES FOUNDATION INVESTS IN FSA-GUARANTEED LOANS TO LOCAL FARMERS 0 FNMA 10-81 AP REMIC MULTICLASS CMO CPN 2.500% DUE 07/25/40 1485 1485 CAPITAL ONE NA CD MCLEAN VA ACT/365 FDIC INSD CPN 3.300% DUE 08/18/25 74888 74888 CAPITAL ONE NA CD MCLEAN VA ACT/365 FDIC INSD CPN 3.350% DUE 08/17/26 49625 49625 ALPHABET INC 6741 6741 CROWDSTRIKE HLDGS INC 10186 10186 DEVON ENERGY CORP 10943 10943 FIDELITY NATIONAL INFORMATION SVCS 16119 16119 FIRST TR ETF VI ETF SMID CAP RISING DIVID ACHIEVERS 53590 53590 FIRST TR VALUE LINE ETF 21948 21948 ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF 44242 44242 ISHARES S&P MIDCAP ETF 400 VALUE 23851 23851 ISHARES S&P 500 VALUE ETF 40452 40452 PACER FDS TR US CASH COWS 100 ETF 41711 41711 PALO ALTO NETWORKS PANW 12278 12278 PAYPAL HOLDINGS INC 7506 7506 PFIZER INCORPORATED 5963 5963 PHILLIPS 66 PSX 9544 9544 SOUTHERN COMPANY 10101 10101 VIATRIS INC 412 412 AMERICAN ELECTRIC POWER INC 10376 10376 APPLE INC 20517 20517 DUKE ENERGY CORP 35400 35400 ENERGY CORP NEW 33248 33248 ISHARES S&P 100 60870 60870 MERCK & CO INC 31664 31664 PFIZER INCORPORATED 9696 9696 FIRST TRUST LARGE ETF CAP VALUE OPPORTUNITIES FTA 180849 180849 ISHARES ETF S&P 100 121740 121740 SELECT SECTOR SPDR T ETF UTUILITIES SELECT SECTOR XLU 81660 81660 SPDR S&P DIVIDEND ETF 339325 339325 SPDR S&P 500 TRUST ETF 494280 494280 VANGUARD DIVIDEND ETF APPRECIATION VIG 360015 360015 WISDOMTREE ETF US LARGECAP FUND EPS 480075 480075 WISDOMTREE TOTAL DIV ETF DTD 381696 381696 ADOBE SYSTEMMS INC 9672 9672 GE HEALTHCARE TECHS INC 9481 9481 JANUS DETROIT STR TR ETF 8628 8628 RAMBUS INC DEL 13700 13700 SCHWAB US DIVIDEND ETF 16642 16642 SPDR PORTFOLIO ETF LARGE CAP 37944 37944 CALAMOS MARKET NEUTRAL INCOME FUND CLASS I FMV 18274 18274 CALAMOS INVT TR NEW EVOLVING WORLD GROWTH FD CLASS I FMV 14871 14871 DODGE & COX STOCK FUND CLASS I FMV 60595 60595 FIDELITY ADVISOR INTL GROWTH CLASS I FMV 26938 26938 AMERICAN FUNDS NEW PERSPECTIVE FUND CL F2 FMV 38228 38228 MFS SER TR II GROWTH FD CL I FMV 72975 72975 MFS INTERNATIONAL DIVERSIFICATION FUND CLASS I FMV 44399 44399 ALLSPRING 100% TREASURY MONEY MKT FND CLASS INSTL WOTXX FMV 54492 54492 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORT INSTITUTIONAL CL FMV 35474 35474 PIMCO FUNDS LONG DURATION TOTAL RETURN FUND INSTL FMV 46451 46451 PIMCO FDS INCOME FD INSTL CL PIMIX FMV 45077 45077 VANGUARD INDEX VANGUARD 500 INDEX FD ADMIRAL SHS FMV 923965 923965 ALLSPRING TREASURY PLUS MONEY MKT FUND CLASS INSTL FMV 304674 304674 FIRST TRUST ENHANCED EQUITY INCOME FD CALL FUND FMV 20480 20480 ALLSPRING TREASURY PLUS MONEY MKT FUND CLASS INSTL PISXX ACQUIRED 03/20/24 FMV 868023 868023 ALLSPRING TREASURY PLUS MONEY MKT FUND CLASS INSTL PISXX ACQUIRED 03/21/24 FMV 407320 407320 PREPAID EXPENSES 1396 1494 1494 OFFICE 1694 0 1694 MARKETING 15216 0 15216 FUNDRAISING 266 0 266 DUES 1613 0 1613 LOAN PROGRAM FEES 1659 0 1659 MEETING 1242 0 1242 POSTAGE 465 0 465 MISCELLANEOUS 426 0 426 MISCELLANEOUS 2113 2113 2113 INTEREST FROM STUDENT LOANS 956 956 956 UNREALIZED GAIN 323404 INVESTMENT MANAGEMENT 8514 8514 0 EXCISE TAX 9511 0 0