Private foundation
MEDFORD, WICity and state as stated on its FY2025 returnEIN Website
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $706,156 | $11,146,510 | $11,126,380 | $0 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 7% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| MEDFORD SCHOOL DISTRICTMEDFORD, WI | HYDROPONIC TRELLIS SYSTEM, REDBOX VR PICO NEO3 KITS, DECODEABLE READERS, BOUCY BANDS, PRESSURE CANNER, KITCHEN KNIVES, COOKWARE, BOWLS, CUTTING BOARDS, DJ INTIMIDATOR BEAM LIGHT | $6,714 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ron Bakken | PRESIDENT | 1.00 | $0 |
| Melisa Hansen | VICE PRESIDENT | 1.00 | $0 |
| James Uhlir | SECRETARY/TREASURER | 1.00 | $0 |
| Erik Langfoss | MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $0 |
| FY2024 | 990-PF | $669,148 | $530,034 | $489,963 | $10,454,766 | $10,454,766 |
| FY2023 | 990-PF | $870,315 | $469,895 | $437,228 | $9,539,080 | $9,539,080 |
| FY2022 | 990-PF | $12,949 | $123,701 | $188,547 | $8,768,070 | $8,768,070 |
| FY2022 | 990-PF | $1,136,314 | $486,058 | $459,624 | $9,334,676 | $9,334,676 |
| FY2021 | 990-PF | $562,766 | $314,078 | $284,244 | $10,352,479 | $10,352,479 |
| GLENWOOD CITY SCHOOL DISTRICTGLENWOOD CITY, WI |
| READING INTERVENTION, FINE MOTOR TOOLS, WRIST HEART RATE MONITORS, OSCILLATING SPINDLE SANDER |
| $6,549 |
| 2024 |
| NEW RICHMOND SCHOOL DISTRICTNEW RICHMOND, WI | SENSASOFT RAINBOW PLAYSET/FLOOR MAT, EARLY LANGUAGE FOLDER GAMES, WOODEN COUNTING PEG BOARD, GUIDED READING, WIKI STICKS, BOOKS | $6,371 | 2024 |
| NEW RICHMOND SCHOOL DISTRICTNEW RICHMOND, WI | LEVELED LIBRARY INTERVENTION SYSTEM, SOLAR PANELS AND INVERTER, CALMING AND SENSORY ITEMS, FIDGETS, LEVEL 2 READERS | $6,121 | 2023 |
| YMCA CHIPPEWA VALLEYEAU CLAIRE, WI | MAGNETIC KITS, ENGINEERING BUILDING KITS, DASH ROBOTS, MBOT ULTIMATE ROBOT, FINCH ROBOT, TABLES FOR ACTIVITIES, LEARNITURE ACTIVE LEARNING STOOLS, RUGS | $6,100 | 2025 |
| PHILLIPS YOUTH BASEBALLPHILLIPS, WI | BUILDING MATERIALS | $6,000 | 2021 |
| PHILLIPS SCHOOL DISTRICTPHILLIPS, WI | GROW BEDS AND LIGHTING, PLUMBING FOR CONNECTING SYSTEM, | $6,000 | 2022 |
| UW STOUTMENOMONIE, WI | SCHOLARSHIP | $6,000 | 2021 |
| NORTHWOODS PLAYERS KIDSPHILLIPS, WI | SHURE SXXD14D WIRELESS BODYPACK SYSTEM, SHURE UA844 WIDEBAND ANTENNA | $6,000 | 2024 |
| ELK LAKE SPLASH PARKPHILLIPS, WI | PLAYGROUND EQUIPMENT AND WALKWAY | $6,000 | 2024 |
| BOYCEVILLE SCHOOL DISTRICTBOYCEVILLE, WI | ACTIVE CORE ENGAGEMENT CHAIRS AND FLEXIBLE SEATING STOOLS, STEM KITS, AIRPEN SCANNERS, BOOKS | $5,979 | 2022 |
| PHILLIPS SCHOOL DISTRICTPHILLIPS, WI | READING LIT, UPDATED FITNESS EQUIPMENT, SOFT SERVE ICE CREAM MACHINE | $5,960 | 2022 |
| EAU CLAIRE SCHOOL DISTRICTEAU CLAIRE, WI | STEM ROBOTS, DRAWING TABLETS, SENSORY ITEMS, BOOGY BOARDS, CALMING ITEMS | $5,959 | 2024 |
| PRENTICE SCHOOL DISTRICTPRENTICE, WI | DASH ROBOTS AND KIBO 21 ROBOT KITS | $5,940 | 2022 |
| HUDSON SCHOOL DISTRICTHUDSON, WI | BIO-RAD CLONING AND AND SEQUENCING EXPLORATION, INDUCTION RANGES, DECODABLE TEXT | $5,778 | 2023 |
| MCDONELL AREA CATHOLIC SCHOOLSCHIPPEWA FALLS, WI | FLINN SPECTROPHOTOMETERS, LAMPS AND TEST TUBES, HOTPLATE, STIRRERS, RODS, AND RETRIEVER PKG | $5,745 | 2022 |
| HUDSON SCHOOL DISTRICTHUDSON, WI | BIOTEC LAB SUPPLIES, PORTION OF AUTO LIFT | $5,733 | 2021 |
| PHILLIPS SCHOOL DISTRICTPHILLIPS, WI | STEAM PROJECT LANDSCAPING, VINYL COMMUNICATION BOARDS, PHONICS KITS | $5,731 | 2023 |
| MENOMONIE SCHOOL DISTRICTMENOMONIE, WI | TI 30XS CLASSROOM KIT, YAMAHA DIGITAL PIANO, KILN, CLAY, AIR FILTER SYSTEM | $5,725 | 2022 |
| RIVER FALLS SCHOOL DISTRICTRIVER FALLS, WI | STORY WALK SUPPLIES, EMBROIDERY MACHINE AND ACCESSORY BUNDLE | $5,648 | 2023 |
| NEW RICHMOND SCHOOL DISTRICTNEW RICHMOND, WI | INTERNET HOTSPOTS, BOOKS, STEM TOOL KITS, IPAD, CHROMEBOOK CASES | $5,578 | 2021 |
| MEDFORD SCHOOL DISTRICTMEDFORD, WI | PLTW, BOOK SETS, GLASS SLIDING DOOR MERCHANDISER | $5,565 | 2022 |
| PHILLIPS SCHOOL DISTRICTPHILLIPS, WI | PHANTOM 4PRO DRONE, IPADS, | $5,500 | 2022 |
| BOYCEVILLE SCHOOL DISTRICTBOYCEVILLE, WI | REAL CARE BABY EXPERIENCE | $5,455 | 2022 |
| REGIS CATHOLIC SCHOOLSEAU CLAIRE, WI | CALMING CORNER, SCHOLASTIC READERS, ROBOTICS CURRICULUM, PH TEST STRIPS, MULTIPLICATION POP ITS, CLASSROOM ROCKS, SCALE AND STUDY KIT, FLEXGUARD MAKERS SPACE STEM TABLE AND TRAYS | $5,426 | 2024 |
| 1.00 |
| $0 |
| Al Leonard | MEMBER | 1.00 | $0 |
| Suzy Ocker | MEMBER | 1.00 | $0 |
| Larry Gee | MEMBER | 1.00 | $0 |
| Peggy Larson | MEMBER | 1.00 | $0 |
Only shared inboxes and organization phone lines that appear in public filings are shown here. Contact details for named individuals are never published, even though the filing itself is public.
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202413549349100906
Form 990-PF · FY2023 · period ending Jun 30, 2023
Filing id 202343189349102084
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202320819349100902
Form 990-PF · FY2022 · period ending Apr 30, 2022IRS bulk XML
Filing id 202232559349100508
Form 990-PF · FY2021 · period ending Apr 30, 2021
Filing id 202210119349100101
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.