Civic Intelligence

Lakeshore Community Foundation Inc

EIN 27-0978059 • 501(c)3 • Manitowoc, WI

Profile

Lakeshore community foundation's mission is to gather, grow and give charitable financial resources to benefit the communities it serves now and for the future.

915 Memorial DriveManitowoc, WI 54220

www.lakeshorecommunityfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.34x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

2.32x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

11th percentile

$119,853

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

89th percentile

46%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$115,562,778

Up $24,357,306 (+27%) from 2023

Liabilities

Up

$39,061,976

Up $7,322,976 (+23%) from 2023

Net Assets

Up

$76,500,802

Up $17,034,330 (+29%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin98th percentile

Revenue

Up

$16,802,979

Up $3,185,463 (+23%) from 2023

Expenses

Up

$1,980,681

Up $189,532 (+11%) from 2023

Net Income

Up

$14,822,298

Up $2,995,931 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $25,023Liabilities 2010: $0Net Assets 2010: $25,0232010Assets 2011: $878,262Liabilities 2011: $290,323Net Assets 2011: $587,9392011Assets 2012: $5,790,965Liabilities 2012: $711,464Net Assets 2012: $5,079,5012012Assets 2013: $10,415,224Liabilities 2013: $939,165Net Assets 2013: $9,476,0592013Assets 2014: $20,404,980Liabilities 2014: $3,005,327Net Assets 2014: $17,399,6532014Assets 2015: $20,814,076Liabilities 2015: $5,178,507Net Assets 2015: $15,635,5692015Assets 2016: $26,523,457Liabilities 2016: $7,406,325Net Assets 2016: $19,117,1322016Assets 2017: $31,105,421Liabilities 2017: $8,814,523Net Assets 2017: $22,290,8982017Assets 2018: $33,795,235Liabilities 2018: $9,421,322Net Assets 2018: $24,373,9132018Assets 2019: $43,299,229Liabilities 2019: $11,983,431Net Assets 2019: $31,315,7982019Assets 2020: $53,091,226Liabilities 2020: $14,253,198Net Assets 2020: $38,838,0282020Assets 2021: $63,225,360Liabilities 2021: $18,917,159Net Assets 2021: $44,308,2012021Assets 2022: $68,694,276Liabilities 2022: $26,011,862Net Assets 2022: $42,682,4142022Assets 2023: $91,205,472Liabilities 2023: $31,739,000Net Assets 2023: $59,466,4722023Assets 2024: $115,562,778Liabilities 2024: $39,061,976Net Assets 2024: $76,500,8022024

Highlighted filing

2024

Assets$115,562,778
Liabilities$39,061,976
Net Assets$76,500,802
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $75,501Expenses 2010: $50,478Net Income 2010: $25,0232010Expenses 2011: $162,3692011Expenses 2012: $172,9462012Revenue 2013: $3,968,690Expenses 2013: $395,849Net Income 2013: $3,572,8412013Revenue 2014: $8,018,586Expenses 2014: $681,313Net Income 2014: $7,337,2732014Revenue 2015: $2,524,651Expenses 2015: $3,715,276Net Income 2015: -$1,190,6252015Revenue 2016: $4,785,961Expenses 2016: $1,802,696Net Income 2016: $2,983,2652016Revenue 2017: $6,253,929Expenses 2017: $1,760,139Net Income 2017: $4,493,7902017Revenue 2018: $6,212,603Expenses 2018: $1,840,671Net Income 2018: $4,371,9322018Revenue 2019: $4,685,331Expenses 2019: $1,555,210Net Income 2019: $3,130,1212019Revenue 2020: $5,804,864Expenses 2020: $1,745,009Net Income 2020: $4,059,8552020Revenue 2021: $5,447,906Expenses 2021: $2,442,942Net Income 2021: $3,004,9642021Revenue 2022: $7,908,496Expenses 2022: $2,163,783Net Income 2022: $5,744,7132022Revenue 2023: $13,617,516Expenses 2023: $1,791,149Net Income 2023: $11,826,3672023Revenue 2024: $16,802,979Expenses 2024: $1,980,681Net Income 2024: $14,822,2982024

Highlighted filing

2024

Revenue$16,802,979
Expenses$1,980,681
Net Income$14,822,298
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,562,778
Liabilities
$39,061,976
Net assets
$76,500,802
Revenue
$16,802,979
Expenses
$1,980,681
Net income
$14,822,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$116$39.1$76.5$16.8$1.98$14.8
2023Detailed filing. Detailed filing data is available for this year.$91.2$31.7$59.5$13.6$1.79$11.8
2022Detailed filing. Detailed filing data is available for this year.$68.7$26.0$42.7$7.91$2.16$5.74
2021Detailed filing. Detailed filing data is available for this year.$63.2$18.9$44.3$5.45$2.44$3.00
2020Detailed filing. Detailed filing data is available for this year.$53.1$14.3$38.8$5.80$1.75$4.06
2019Detailed filing. Detailed filing data is available for this year.$43.3$12.0$31.3$4.69$1.56$3.13
2018Detailed filing. Detailed filing data is available for this year.$33.8$9.42$24.4$6.21$1.84$4.37
2017Detailed filing. Detailed filing data is available for this year.$31.1$8.81$22.3$6.25$1.76$4.49
2016Detailed filing. Detailed filing data is available for this year.$26.5$7.41$19.1$4.79$1.80$2.98
2015Detailed filing. Detailed filing data is available for this year.$20.8$5.18$15.6$2.52$3.72$1.19
2014Detailed filing. Detailed filing data is available for this year.$20.4$3.01$17.4$8.02$0.68$7.34
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.94$9.48$3.97$0.40$3.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.71$5.08$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.29$0.59$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.08$0.05$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$17,780,417
Mission and Program Overview

Mission

To gather, grow and give charitable financial resources in order to build stronger more vibrant communities now and into the future.

To gather, grow and give charitable financial resources to benefit the communities it serves now and for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$89,232,493$113,443,483▲ $24,210,990
Cash and Non-Interest-Bearing Accounts$87,630$63,042▼ $24,588
Prepaid Expenses and Deferred Charges$4,648$13,062▲ $8,414
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$91,205,472$115,562,778▲ $24,357,306
Other Assets Total$1,880,701$2,043,191▲ $162,490
Liabilities
Other Liabilities$31,700,748$39,019,290▲ $7,318,542
Accounts Payable and Accrued Expenses$38,252$42,686▲ $4,434
Total Liabilities$31,739,000$39,061,976▲ $7,322,976
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,585,771$74,457,611▲ $16,871,840
Net Assets With Donor Restrictions$1,880,701$2,043,191▲ $162,490
Total Net Assets Fund Balance$59,466,472$76,500,802▲ $17,034,330
Total Liabilities and Net Assets / Fund Balance$91,205,472$115,562,778▲ $24,357,306

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$4,345$4,345
Equipment$0$1,200$1,200
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel WiegertChief Executive OfficerFT$145,000$4,350$149,350

Board Members and Trustees

NameTitle
Thomas AschenbrennerChairman
James VopatVice President
Alex AllieDirector
Grant PaulyDirector
Pamela LanganDirector
Randall OlmDirector
Richard BalgeDirector
Jane PfefferSecretary
Thomas BareTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,031,849
Program Service Revenue
$110,127
Investment Income
$3,661,003
Other Revenue
$0
All Other Contributions
$13,031,849
Change in Net Assets
$14,822,298

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded11$2,145,371Average of High & Low
Total Noncash Contributions11$2,145,371-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,695,795
Revenue Not Reported on Financial Statements
$107,184
Revenue Not Reported on Form 990
$2,224,032
Total Revenue per Audited Statements
$18,919,827
Total Revenue per Form 990
$16,802,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,570,376
Salaries, Compensation, and Employee Benefits$248,647
Other Expenses$161,658
Total Fundraising Expense$28,768
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,570,376--$1,570,376
Current Officers, Directors, Trustees, and Key Employees$74,675$59,740$14,935$149,350
Fees for Service Investment Mgmnt Fees-$107,184-$107,184
Other Salaries and Wages$32,867$26,293$6,573$65,733
Other Employee Benefits$8,722$6,978$1,744$17,444
Payroll Taxes$8,060$6,448$1,612$16,120
Fees for Services Accounting-$14,627-$14,627
Fees for Services Other-$11,155-$11,155
Fees for Services Legal-$9,182-$9,182
Office Expenses$3,280$2,227$1,054$6,561
Insurance$2,730$2,184$546$5,460
Travel$1,565-$1,566$3,131
All Other Expenses$1,022$818$205$2,045
Other Expenses$780$624$156$1,560
Information Technology$217-$217$434
Advertising$136-$136$272
Conferences and Meetings$23-$24$47
Total Functional Expenses$1,704,453$247,460$28,768$1,980,681

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,980,681
Total Expenses per Audited Statements$1,885,497
Expenses per Audited Statements$1,873,497
Expenses Not Reported on Financial Statements$107,184
Expenses Not Reported on Form 990$12,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roncalli Catholic SchoolsManitowoc, WI501(c)(3)$1,000 - RONCALLI HIGH SCHOOL, $88,720 - 2024 DISTRIBUTION RONCALLI HIGH SCHOOL, $27,000 - RONCALLI HIGH SCHOOL, $31,000 - RONCALLI ELEMENTARY SCHOOL$147,720
Manitowoc Public School District FoundationManitowoc, WI501(c)(3)$4,000 - 4 $1,000 SCHOLARSHIPS TO LINCOLN HIGH SCHOOL GRADUATES, $94,520 2024 DISTRIBUTION LINCOLN HIGH SCHOOL, $24,013 - 2024 DISTRIBUTION LINCOLN HIGH SCHOOL SCHOLARSHIPS$122,533
SAMARITAN'S PURSEBoone, NC501(c)(3)Unrestricted$80,000
Lakeshore First Robotics ProgramManitowoc, WI501(c)(3)Unrestricted$75,000
Lakeshore Technical College Foundation IncCleveland, WI501(c)(3)$30,000 - JOHN AND KATE MILLER IMPACT FUND: ACADEMIC YEAR 2023-2024, $685 - SCHOLARSHIPS FOR STUDENTS IN CRIMINAL JUSTICE - LAW ENFORCEMENT PROGRAM, $32,000 - JOHN AND KATE MILLER IMPACT FUND: ACADEMIC YEAR 2024-2025, $9,500 - CHEST TUBE SIMULATOR$72,185
United Way of Sheboygan CountySheboygan, WI501(c)(3)$40,000 - UNRESTRICTED, $15,000 - ON BEHALF OF JOAN RAVANELLI MILLER$55,000
Compassion InternationalColorado Springs, CO501(c)(3)Unrestricted$45,000
University of Wisconsin FoundationMilwaukee, WI501(c)(3)$10,000 - TO THE PULMONARY FIBROSIS PATIENT ASSISTANCE FUND, $27,100 - TO HELP HIRE A RESEARCH COORDINATOR FOR THE PULMONARY FIBROSIS RESEARCH TEAM, $3,300 - HIPPITY HOP FUND - XXX-XX-XXXX$40,400
Sheboygan Public Education Foundation IncSheboygan, WI501(c)(3)Scholarships$40,000
Sheboygan County Food Bank IncSheboygan, WI501(c)(3)$18,000 - UNRESTRICTED, $15,000 - FOOD FOR THOUGHT WEEKEND BACKPACK PROGRAM, $1,000 - FOOD FOR THOUGHT 2024, $5,000 - OPERATIONS$39,000
Manitowoc County Domestic Violence Center IncManitowoc, WI501(c)(3)$15,000 - UNRESTRICTED, $10,000 - DONOR'S PARAMETERS IN THE ACCOMPANYING GRANT LETTER, $7,100 - TO SUPPORT CASE MANAGEMENT AND ADVOCACY FOR VICTIMS OF ABUSE.$32,100
Marquette UniversityMilwaukee, WI501(c)(3)$10,000 - LAW SCHOOL'S MARK A. AND JOAN RAVANELLI MILLER ENDOWED SCHOLARSHIP, $20,000 - CIVIC DIALOGUE PROGRAM CURRENT USE FUND$30,000
Treehouse Theatre IncManitowoc, WI501(c)(3)Funding for 26 Students to Attend the Junior Theatre Festival in Atlanta, Georgia$26,000
The Haven of Manitowoc County IncManitowoc, WI501(c)(3)$8,800 - UNRESTRICTED, $16,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $900 - DISTRIBUTION 2024$25,700
Woodland Dunes Nature Center IncTwo Rivers, WI501(c)(3)$2,500 - UNRESTRICTED, $2,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $11,200 - DISTRIBUTION 2024, $10,000 - FORGET-ME-NOT CREEK PROJECT$25,700
The Medical College of Wisconsin IncMilwaukee, WI501(c)(3)Lebahn Pancreatic Cancer Program$25,000
University of Wisconsin River Falls FoundationRiver Falls, WI501(c)(3)Farley Coaching Fund$25,000
The Crossing of Manitowoc County IncManitowoc, WI501(c)(3)$4,000 - UNRESTRICTED, $16,000 - DONOR'S PARAMETERS OUTLINED IN THE ACCOMPANYING GRANT LETTER, $4,400 - TO REPLENISH THE PANTRY STOCK FOR THE EARN WHILE YOU LEARN PROGRAM$24,400
CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INCMilwaukee, WI501(c)(3)JOHN AND BRIGID MILLER FAMILY FUND - TO SUPPORT THE CHILDREN'S CENTER FOR CHILD DEVELOPMENT$20,000
Teen Challenge International Inc Milwaukee WiMilwaukee, WI501(c)(3)Unrestricted$20,000
City of ManitowocManitowoc, WIGovernment$400 - K-9 PRESERVATION FUND, $685 - TO SUPPORT TRAINING OF, AND PURCHASE OF EQUIPMENT FOR THE K-9 UNITS, $18,000 - PURCHASE OF K-9 ROLLO AND ASSOCIATED TRAINING NEEDS AND EQUIPMENT$19,085
Manitowoc Symphony Orchestra Association IncManitowoc, WI501(c)(3)$11,200 - DISTRIBUTION 2024, $7,100 - EDUCATIONAL PROGRAM FOR MANITOWOC PUBLIC SCHOOL DISTRICT MIDDLE SCHOOL ORCHESTRA STUDENTS$18,300
St Peter the Fisherman ParishTwo Rivers, WI501(c)(3)Unrestricted$17,975
Lakeshore Humane Society IncManitowoc, WI501(c)(3)$10,500 - UNRESTRICTED, $4,600 0 TO BUILD A NEW ANIMAL SHELTER$15,100
Capitol Civic Centre IncManitowoc, WI501(c)(3)$2,800 - UNRESTRICTED, $12,100 - DISTRIBUTION 2024$14,900
Smile Train IncWashington, DC501(c)(3)Unrestricted$14,650
Blessed Sacrament CongregationMadison, WI501(c)(3)Unrestricted$14,475
Sacred Heart Catholic ChurchLacombe, LA501(c)(3)Unrestricted$14,475
St Francis of Assisi ParishManitowoc, WI501(c)(3)Unrestricted$14,475
John Michael Kohler Arts Center IncSheboygan, WI501(c)(3)$6,000 - UNRESTRICTED, $5,000 - OPERATIONS$11,000
Two Rivers Public School DistrictTwo Rivers, WIGovernment$4,000 - 4 $1,000 SCHOLARSHIPS TO TWO RIVERS HIGH SCHOOL GRADUATES, $5,050 - 2024 DISTRIBUTION TWO RIVERS HIGH SCHOOL, $1,064.23 - FOR TEACHER'S REQUESTS FOR EQUIPMENT, MATERIALS AND/OR SCHOOL PROGRAMMING THAT SUPPORT STUDENTS AND/OR TEACHERS OF THE TWO RIVERS SCHOOL DISTRICT WITH INDIVIDUAL GRANTS NOT EXCEEDING $300$10,114
St Thomas the Apostle Catholic CommunityNewton, WI501(c)(3)$5,100 RELIGIOUS EDUCATION PROGRAM, $5,000 YOUTH MISSION PROGRAM$10,100
Dementia Innovations IncSheboygan, WI501(c)(3)Innovation Village Project$10,000
Good Shepherd ParishChilton, WI501(c)(3)Chilton Area Catholic School$10,000
Lutheran High School Association of the Greater Sheboygan Area IncSheboygan, WI501(c)(3)Scholarships$10,000
Planned Parenthood of Wisconsin IncMilwaukee, WI501(c)(3)Unrestricted$10,000
United Way Manitowoc County IncManitowoc, WI501(c)(3)Unrestricted$10,000
Wisconsin Bankers Foundation IncMadison, WI501(c)(3)Contribution to the Leaders in Banking Excellence Wall Honoring Bill Censky$10,000
Ascend Services IncManitowoc, WI501(c)(3)$4,500 UNRESTRICTED, $5,100 TO CREATE NUTRITIOUS COOKING PROGRAM TAILORED FOR THE YOUTH WHO ARE SERVED BY ASCEND SERVICES$9,600
Boys & Girls Club of Sheboygan CountySheboygan Falls, WI501(c)(3)$7,500 - UNRESTRICTED, $2,000 - OPERATIONS$9,500
Lester Public Library Foundation IncTwo Rivers, WI501(c)(3)$3,500 - UNRESTRICTED, $5,000 - MISCELLANEOUS EXPENSES FOR THE WORLD ON THE MOVE EXHIBIT$8,500
Earl O Vits Memorial TrustTwo Rivers, WI501(c)(3)Camp Sinawa$8,300
ST MARY'S HOME FOR THE AGED INCManitowoc, WI501(c)(3)$500 - AREA OF GREATEST NEED, $3,406 - FELICIAN VILLAGE CORNERSTONE ENDOWMENT FUND FOR THE POOR, $1,650 - PATIO FURNITURE, $2,600 - DEMENTIA TRAINING AND EDUCATION FOR FELICIAN VILLAGE STAFF$8,156
Camp Evergreen CorporationSheboygan, WI501(c)(3)$3,000 - UNRESTRICTED, $5,000 - NATATORIUM PROJECT$8,000
Fidelity Investments Charitable Gift FundCincinnati, OH501(c)(3)BJP GIFT FUND #60373$8,000
USA Water Ski and Wake Sports IncManitowoc, WI501(c)(3)$500 - 2024 EMS LICENSES FOR AMERICAN BAREFOOT CLUB MEMBERS, $1,500 - LOC HOSTING IN 2024 US BAREFOOT NATIONALS (ROCKY MOUNTAIN BAREFOOT CLUB), UP TO $3,000 TO PAY FOR CODING NEEDS OF THE AMERICAN BAREFOOT CLUB TO THE LION SCORING PROGRAM AND ANY REMAINING FUNDS TO GO THE AMERICAN BAREFOOT CLUB UNRESTRICTED. $3,000 - SOUTHERN REGION OF THE AMERICAN BAREFOOT CLUB, A DIVISION OF USA WATER, FOR HOSTING THE 2024 IWWF WORLD OPEN, JUNIOR AND UNDER BAREFOOT CHAMPIONSHIPS$8,000
Mental Health America Lakeshore IncPlymouth, WI501(c)(3)Unrestricted$7,000
First United Lutheran ChurchSheboygan, WI501(c)(3)$1,000 - ASP FUND (YOUTH MISSION TRIP), $5,500 - UNRESTRICTED$6,500
Rcs Empowers IncSheboygan, WI501(c)(3)$2,000 - UNRESTRICTED, $1,500 - SHINE ON EVENT, $3,000 - THE OUTDOOR GARDEN$6,500
Manitowoc County Historical SocietyManitowoc, WI501(c)(3)$3,000 - UNRESTRICTED, $400 - MANITOWOC COUNTY HISTORICAL SOCIETY ENDOWMENT FUND, $2,765 - FUNDING FOR ITEMS ON THE WISH LIST IN HONOR OF BOB FAY'S EXCEPTIONAL AND ENGAGING HISTORICAL ARTICLES.$6,165
Lakeshore Regional Child Advocacy Center IncSaukville, WI501(c)(3)$1,000 - UNRESTRICTED, $5,000 - CHILD ADVOCACY CENTER IN SHEBOYGAN COUNTY$6,000
Safe Harbor of Sheboygan County IncSheboygan, WI501(c)(3)Unrestricted$6,000
Trinity Lutheran ChurchSheboygan, WI501(c)(3)$2,000 - SCHOOL, $4,000 - REGULAR CHURCH GIVING$6,000
Big Brothers Big Sisters Wi Shoreline IncSheboygan, WI501(c)(3)$500 - UNRESTRICTED, $5,000 A MATCH MADE AT DINNER EVENT$5,500
Hope House of Manitowoc County IncManitowoc, WI501(c)(3)Unrestricted$5,500
Humane Society of Sheboygan CountySheboygan, WI501(c)(3)$3,000 - UNRESTRICTED, $2,500 - OPERATIONS$5,500
Brillion Public SchoolsBrillion, WIGovernment2024 Distribution - Brillion High School$5,280
Valders Area School DistrictValders, WIGovernmentValders High School$5,050
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$39,019,290
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The draft form 990 is reviewed by the ceo. Any areas in question are discussed with cla and a revised copy, if necessary, is sent to the ceo for review. The ceo makes the form 990 available to the board members at the foundation's secure board portal for their review. The form 990 is formally reviewed at a board meeting in which cla representatives are present to discuss it and answer any questions. The form 990 is then approved at that board meeting, and cla is notified when it is approved so it can be filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Annually, at the foundation's annual meeting, the board reviews and approves the conflict of interest policy. Each director completes a "written acceptance of conflicts of interest policy and a "conflict of interest disclosure statement". These completed documents are kept on file and referenced throughout the year as needed. At each board meeting when new funds and grants are approved, the board members are reminded to abstain if they have a direct or indirect relationship with the funds and grants presented for approval.”

Form 990, Part VI, Section B, Line 15A

“The board of directors, representing independent persons, sets the ceo compensation during executive session. The ceo's performance is reviewed along with the council on foundation's current grantmakers salaries & benefits survey. The board of directors considers the ceo base salary range for community foundations with comparable assets under management. Additionally, the board of directors is aware of, and compliant with, irs guidance on executive compensation involving public charities.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lakeshore Community Foundation Inc
EIN
27-0978059
Phone
9206825222
Address
915 MEMORIAL DRIVE, MANITOWOC, WI 54220

Signing Officer

Name
Rachel E Wiegert
Title
Chief Executive Officer
Phone
9206820715
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel E Wiegert
Formed
2009
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
100 MARITIME DRIVE SUITE 2B, MANITOWOC, WI 54220
Preparer
Lacey Silbernagel
Phone
9206845500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in trust 162,490.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in trust 162,490.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt038252
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt042686
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO GATHER, GROW AND GIVE CHARITABLE FINANCIAL RESOURCES TO BENEFIT THE COMMUNITIES IT SERVES NOW AND FOR FUTURE GENERATIONS.
IRS990/AdvertisingGrp/FundraisingAmt0136
IRS990/AdvertisingGrp/ProgramServicesAmt0136
IRS990/AdvertisingGrp/TotalAmt0272
IRS990/AllOtherContributionsAmt013031849
IRS990/AllOtherExpensesGrp/FundraisingAmt0205
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0818
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01022
IRS990/AllOtherExpensesGrp/TotalAmt02045
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RACHEL WIEGERT
IRS990/BooksInCareOfDetail/PhoneNum09206825222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0915 MEMORIAL DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MANITOWOC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054220
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt087630
IRS990/CashNonInterestBearingGrp/EOYAmt063042
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt014935
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt059740
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt074675
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0149350
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt024
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt023
IRS990/ConferencesMeetingsGrp/TotalAmt047
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013031849
IRS990/CYGrantsAndSimilarPaidAmt01570376
IRS990/CYInvestmentIncomeAmt03661003
IRS990/CYOtherExpensesAmt0161658
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0110127
IRS990/CYRevenuesLessExpensesAmt014822298
IRS990/CYSalariesCompEmpBnftPaidAmt0248647
IRS990/CYTotalExpensesAmt01980681
IRS990/CYTotalFundraisingExpenseAmt028768
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016802979
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0LAKESHORE COMMUNITY FOUNDATION, INC. IS A TAX EXEMPT PUBLIC CHARITY ORGANIZED TO PROMOTE AND MANAGE ENDOWMENT FUNDS PRIMARILY FOR THE BENEFIT OF SHEBOYGAN AND MANITOWOC COUNTIES. THE FOUNDATION RECEIVES, ADMINISTERS, AND DISTRIBUTES GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE LONG TERM BENEFIT OF THE COUNTIES IT SERVES. DURING 2024, THE FOUNDATION ADDED NINE NEW FUNDS TO ITS PORTFOLIO, AND CLOSED TWO, FOR A TOTAL OF 105 FUNDS WITH AN AGGREGATE MARKET VALUE OF $113.1 MILLION AT YEAR END. AVERAGE FUND SIZE WAS $1.1 MILLION. DURING 2024, GROWTH IN GIFTS TO NEW AND EXISTING FUNDS WAS $18.3 MILLION. THE FOUNDATION ISSUED 294 GRANTS DURING 2024 TOTALING $2.6 MILLION. SINCE THE FIRST FUND WAS ESTABLISHED IN MAY 2011, THE FOUNDATION HAS DISTRIBUTED $24.9 MILLION IN GRANTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01880701
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02043191
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01704453
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014627
IRS990/FeesForServicesAccountingGrp/TotalAmt014627
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09182
IRS990/FeesForServicesLegalGrp/TotalAmt09182
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011155
IRS990/FeesForServicesOtherGrp/TotalAmt011155
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0107184
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0107184
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt950.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt94350
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS ASCHENBRENNER
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES VOPAT
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS BARE
IRS990/Form990PartVIISectionAGrp/PersonNm3JANE PFEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD BALGE
IRS990/Form990PartVIISectionAGrp/PersonNm5RANDALL OLM
IRS990/Form990PartVIISectionAGrp/PersonNm6GRANT PAULY
IRS990/Form990PartVIISectionAGrp/PersonNm7ALEX ALLIE
IRS990/Form990PartVIISectionAGrp/PersonNm8PAMELA LANGAN
IRS990/Form990PartVIISectionAGrp/PersonNm9RACHEL WIEGERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9145000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF EXECUTIVE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02030319
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt01570376
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01570376
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01570376
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03007757
IRS990/GrossReceiptsAmt017780417
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0217
IRS990/InformationTechnologyGrp/ProgramServicesAmt0217
IRS990/InformationTechnologyGrp/TotalAmt0434
IRS990/InsuranceGrp/FundraisingAmt0546
IRS990/InsuranceGrp/ManagementAndGeneralAmt02184
IRS990/InsuranceGrp/ProgramServicesAmt02730
IRS990/InsuranceGrp/TotalAmt05460
IRS990/InvestmentIncomeGrp/ExclusionAmt01630684
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01630684
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt089232493
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0113443483
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05545
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt05545
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0977438
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MISSION STATEMENT: TO GATHER, GROW, AND GIVE ENDOWED CHARITABLE FINANCIAL RESOURCES TO BUILD STRONGER, MORE VIBRANT COMMUNITIES NOW AND INTO THE FUTURE.VALUE STATEMENT:WE ARE COMMITTED TO MANAGING OUR CLIENTS' PHILANTHROPIC ENDOWMENTS IN PERPETUITY, WITH A FOCUS ON MINIMIZING COSTS AND FEES TO MAXIMIZE THEIR IMPACT ON THE GRANTEES THEY CARE ABOUT MOST. OUR PRIORITY REMAINS SOLELY ON SUPPORTING OUR CLIENTS' CHARITABLE GOALS, THEREBY STRENGTHENING OUR COMMUNITIES THROUGHOUT THE LAKESHORE AREA AND BEYOND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt059466472
IRS990/NetAssetsOrFundBalancesEOYAmt076500802
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02030319
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02030319
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02049542
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt057585771
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt074457611
IRS990/NoncashContributionsAmt02145371
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01054
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02227
IRS990/OfficeExpensesGrp/ProgramServicesAmt03280
IRS990/OfficeExpensesGrp/TotalAmt06561
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01880701
IRS990/OtherAssetsTotalGrp/EOYAmt02043191
IRS990/OtherChangesInNetAssetsAmt0162490
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01744
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06978
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08722
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017444
IRS990/OtherExpensesGrp/Desc0DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt0156
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0624
IRS990/OtherExpensesGrp/ProgramServicesAmt0780
IRS990/OtherExpensesGrp/TotalAmt01560
IRS990/OtherLiabilitiesGrp/BOYAmt031700748
IRS990/OtherLiabilitiesGrp/EOYAmt039019290
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06573
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026293
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt032867
IRS990/OtherSalariesAndWagesGrp/TotalAmt065733
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01612
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06448
IRS990/PayrollTaxesGrp/ProgramServicesAmt08060
IRS990/PayrollTaxesGrp/TotalAmt016120
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04648
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013062
IRS990/PrincipalOfficerNm0RACHEL E WIEGERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0110127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0110127
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011525190
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01475103
IRS990/PYInvestmentIncomeAmt02000565
IRS990/PYOtherExpensesAmt0130309
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt091761
IRS990/PYRevenuesLessExpensesAmt011826367
IRS990/PYSalariesCompEmpBnftPaidAmt0185737
IRS990/PYTotalExpensesAmt01791149
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013617516
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt014822298
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0110127
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: CASH AND STOCK DONATION DATE: 02/08/22 AMOUNT: 4256653.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE LAKESHORE COMMUNITY FOUNDATION RECEIVES AND HOLDS FUNDS FOR OTHER TAX-EXEMPT ORGANIZATIONS. AS SUCH, LAKESHORE COMMUNITY FOUNDATION REPORTS CONTRIBUTIONS OF SUCH PROPERTY ON SCHEDULE A, PART II, LINE 1. HOWEVER, CONTRIBUTIONS OF SUCH PROPERTY ARE NOT INCLUDED IN REVENUE ON FORM 990, PART VIII.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART II, LINE 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018298597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013883830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013096093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06164757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04728271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt056171548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01630684
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01124675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0844520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0741749
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0588305
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04929933
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0379633
IRS990ScheduleA/PublicSupportCY170Pct00.87970
IRS990ScheduleA/PublicSupportPY170Pct00.80410
IRS990ScheduleA/PublicSupportTotal170Amt053750595
IRS990ScheduleA/SubstantialContributorsTotAmt02420953
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018298597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013883830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013096093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06164757
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04728271
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt056171548
IRS990ScheduleA/TotalSupportAmt061101481
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012000
IRS990ScheduleD/DonatedServicesUseFcltsAmt012000
IRS990ScheduleD/DonorAdvisedFundsContriAmt012732550
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01261131
IRS990ScheduleD/DonorAdvisedFundsHeldCnt033
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt055084511
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01200
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01200
IRS990ScheduleD/ExpensesNotReportedAmt012000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0107184
IRS990ScheduleD/ExpensesSubtotalAmt01873497
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0274301
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0309644
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt031
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt019030676
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0107184
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0107184
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02049542
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04345
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt039019290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherRevenueAmt0162490
IRS990ScheduleD/RevenueNotReportedAmt02224032
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0107184
IRS990ScheduleD/RevenueSubtotalAmt016695795
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFICIAL INTEREST IN TRUST 162,490.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01980681
IRS990ScheduleD/TotalLiabilityAmt039019290
IRS990ScheduleD/TotalRevenuePerForm990Amt016802979
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018919827
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01885497
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt09600
IRS990ScheduleI/RecipientTable/CashGrantAmt15500
IRS990ScheduleI/RecipientTable/CashGrantAmt214475
IRS990ScheduleI/RecipientTable/CashGrantAmt39500
IRS990ScheduleI/RecipientTable/CashGrantAmt45280
IRS990ScheduleI/RecipientTable/CashGrantAmt58000
IRS990ScheduleI/RecipientTable/CashGrantAmt614900
IRS990ScheduleI/RecipientTable/CashGrantAmt720000
IRS990ScheduleI/RecipientTable/CashGrantAmt819085
IRS990ScheduleI/RecipientTable/CashGrantAmt945000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt118300
IRS990ScheduleI/RecipientTable/CashGrantAmt128000
IRS990ScheduleI/RecipientTable/CashGrantAmt136500
IRS990ScheduleI/RecipientTable/CashGrantAmt1410000
IRS990ScheduleI/RecipientTable/CashGrantAmt155500
IRS990ScheduleI/RecipientTable/CashGrantAmt165500
IRS990ScheduleI/RecipientTable/CashGrantAmt1711000
IRS990ScheduleI/RecipientTable/CashGrantAmt1875000
IRS990ScheduleI/RecipientTable/CashGrantAmt1915100
IRS990ScheduleI/RecipientTable/CashGrantAmt206000
IRS990ScheduleI/RecipientTable/CashGrantAmt2172185
IRS990ScheduleI/RecipientTable/CashGrantAmt228500
IRS990ScheduleI/RecipientTable/CashGrantAmt2310000

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