TY 2024 Form 990PF

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	448,598
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	35,494
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	35,494
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	35,494
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	50,800
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	50,800
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8	947
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	14,359
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax14,359	Refunded	11	0

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BRIAN RIORDAN	TRUSTEE 0.10	0	0	0
C/O 4811 S 76TH STREET SUITE 211 GREENFIELD,WI53220
SUSAN L RIORDAN	TRUSTEE 0.10	0	0	0
C/O 4811 S 76TH STREET SUITE 211 GREENFIELD,WI53220


STIFEL NICOLAUS & COMPANY INCORPORATED	INVESTMENT MANAGEMENT SERVICES	142,583
501 NORTH BROADWAY ST LOUIS,MO63102
REALTY MANAGEMENT CONSULTANTS INC	ACCOUNTING/MANAGEMENT SERVICES	82,500
4811 S 76TH ST STE 211 MILWAUKEE,WI53220
RAYMOND JAMES & ASSOCIATES	INVESTMENT MANAGEMENT SERVICES	78,286
120 S RIVERSIDE PLZ STE 700 CHICAGO,IL60606

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ANA'S FRIENDS GUARDIAN AD LITEM FOUNDATION 11691 GATEWAY BLVD STE 102 FORT MYERS,FL33913	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
ABOVE THE CLOUDS PO BOX 16122 MILWAUKEE,WI53216	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
ABUSE COUNSELING AND TREATMENT INC PO BOX 60401 FORT MYERS,FL33906	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
ACTS HOUSING - MILWAUKEE 2614 W VLIET STREET MILWAUKEE,WI53205	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
ALL KIDS CAN LEARN INTERNATIONAL INC 224 N WASHINGTON ST HAVRE DE GRACE,MD21078	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
ALVERNO COLLEGE 3400 SOUTH 43RD STREET MILWAUKEE,WI53219	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
AMERICAN RED CROSS WISC CHAPTER 2600 W WISCONSIN AVE MILWAUKEE,WI53233	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
ANIMAL LEGAL DEFENSE FUND 525 EAST COTATI AVENUE COTATI,CA94931	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
ARTS AT LARGE INC 1100 S 5TH STREET MILWAUKEE,WI53204	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
AWE ARTISTS WORKING IN EDUCATION 4315 W VLIET STREET MILWAUKEE,WI53208	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
BAY VIEW COMMUNITY CENTER OF MILWAUKEE INC 1320 E OKLAHOMA AVE MILWAUKEE,WI532072457	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
BENEDICT CENTER 1849 N DOCTOR MLK JR DRIVE SUITE 101 MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
BETTER TOGETHER 15270 COLLIER BLVD SUITE 201-284 NAPLES,FL34119	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
BIG BROTHERS & BIG SISTERS OF METRO MILWAUKEE INC 788 NORTH JEFFERSON STREET SUITE 600 MILWAUKEE,WI532023739	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
BOYS & GIRLS CLUB OF COLLIER COUNTY 7500 DAVIS BOULEVARD NAPLES,FL34104	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
BOYS & GIRLS CLUBS OF GREATER MILWAUKEE 1558 N 6TH STREET MILWAUKEE,WI532123845	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
BREAD OF HEALING CLINIC 1821 N 16TH STREET MILWAUKEE,WI53205	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
CAMP FOR KIDS CO GREATER MILWAUKEE FOUNDATION 101 W PLEASANT ST SUITE 210 MILWAUKEE,WI532023157	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
CATHEDRAL CENTER 710 N PLANKINTON AVE 803 MILWAUKEE,WI53203	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
CENTER FOR GREAT APES P O BOX 488 WAUCHULA,FL33873	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
CENTER FOR VETERANS ISSUES 3400W WISCONSIN AV MILWAUKEE,WI53208	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
CENTER FOR WORKING FAMILIES INC 12605 W NORTH AVE 130 BROOKFIELD,WI530054629	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
CHIX 4 A CAUSE PO BOX 871 WEST BEND,WI53095	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
CHOSEN INC 400 TRAVIS LANE 30 WAUKESHA,WI53186	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
CITY ON A HILL 2224 W KILBOURN AVE MILWAUKEE,WI53233	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
COMMUNITY WAREHOUSE 521 S 9TH STREET MILWAUKEE,WI53204	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
CONSERVANCY OF SW FLORIDA 1495 SMITH PRESERVE WAY NAPLES,FL34102	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
CONVERGENCY RESOURCE CENTER 7961 N 76TH STREET MILWAUKEE,WI53223	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS ROAD ITHACA,NY14850	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
DEFENDERS OF WILDLIFE 1130 17TH STREET NW WASHINGTON,DC20036	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
DOG IS MY COPILOT PO BOX 3399 JACKSON,WY83001	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
DOMINICAN CENTER FOR WOMEN INC 2470W LOCUST ST MILWAUKEE,WI53206	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
EBENEZER STONEE MINISTRIES P O BOX 341591 MILWAUKEE,WI53234	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
EISENHOWER CENTER 4425 W WOOLWORTH AVE MILWAUKEE,WI53218	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
EQUAMORE SANCTUARY FOUNDATION 4723 HWY 66 ASHLAND,OR97520	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
FAITH HOPE & LOVE 1718 LAYARD AVENUE RACINE,WI53404	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
FEEDING AMERICA EASTERN WI 1700 W FOND DU LAC AVENUE MILWAUKEE,WI53205	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	200,000
FOSTERING SUCCESS 3050 HORSESHOE DR NORTH UNIT 260 NAPLES,FL34104	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
HARRY CHAPIN FOOD BANK - NAPLES 3940 PROSPECT AVENUE NAPLES,FL34104	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	200,000
HEAR WISCONSIN 10243 W NATIONAL AVENUE WEST ALLIS,WI53227	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
HEARTLOVE PLACE INC 2207 N 2ND STREET MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
HMONG AMERICAN PEACE ACADEMY 4601 N 84TH ST MILWAUKEE,WI53225	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
HOPE CENTER 502 N EAST AVENUE WAUKESHA,WI53186	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
HOPE HOUSE OF MILWAUKEE INC 209 W ORCHARD MILWAUKEE,WI53204	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
HUMANE SOCIETY OF NAPLES 370 AIRPORT-PULLING RD N NAPLES,FL34104	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
HUNGER TASK FORCE OF MILWAUKEE 201 S HAWLEY CT MILWAUKEE,WI532141966	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	200,000
IMPACT ALCOHOL & OTHER DRUG ABUSE SERVICES INC 6737 W WASHINGTON AV SUITE 2225 MILWAUKEE,WI53214	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	75,000
INDIAN COMMUNITY SCHOOL OF MILWAUKEE INC 10405 WEST ST MARTINS ROAD FRANKLIN,WI53132	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 1595 SPRING HILL ROAD SUITE 550 VIENNA,VA22182	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
JOBSWORK MKE INC PO BOX 12360 MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
JOURNEY HOUSE 2110 W SCOTT ST MILWAUKEE,WI53204	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
JUSTICE POINT INC 205 W HIGHLAND AVE SUITE 509 MILWAUKEE,WI53203	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
JUNIOR ACHIEVEMENT OF WISCONSIN 11111 W LIBERTY DR MILWAUKEE,WI53224	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
KINSHIP COMMUNITY FOOD CENTER 317 W NATIONAL AVE MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
LA CAUSA CRISIS NURSERY PROGRAM PO BOX 04188 MILWAUKEE,WI532040188	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
LAD LAKE INC PO BOX 158 DOUSMAN,WI53118	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
LEAD2CHANGE 5215 N IRONWOOD ROAD SUITE 200 MILWAUKEE,WI53217	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
LIFE NAVIGATORS 7203 W CENTER STREET WAUWATOSA,WI53210	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
LIFELINE PILOTS INC 4507 N STERLING AVE SUITE 402 PEORIA,IL61615	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
LOTUS LEGAL CLINIC 130 W BRUCE STREET SUITE 450 MILWAUKEE,WI53204	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
MBHS MACCANON BROWN HOMELESS SANCTUARY PO BOX 80165 MILWAUKEE,WI53208	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
MILWAUKEE CENTER FOR CHILDREN AND YOUTH 2004 N DR MARTIN LUTHER KING DR MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
MILWAUKEE HOMELESS VETERANS INITIATIVE PO BOX 14575 WEST ALLIS,WI53214	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	30,000
MILWAUKEE RESCUE MISSION 830 19TH STREET MILWAUKEE,WI532331616	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
MILWAUKEE YOUTH SYMPHONY ORCHESTRA 325 W WALNUT ST MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
MILWAUKEE DIAPER MISSION 9600 S FRANKLIN DR FRANKLIN,WI53132	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
NATIONAL ANTI-VIVISECTION SOCIETY 53 WEST JACKSON BOULEVARD NO 1552 CHICAGO,IL60604	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
NATIONAL WILDLIFE FEDERATION P O BOX 1583 MERRIFIELD,VA221161583	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
NATIVITY JESUIT ACADEMY - SOUTHSIDE HISPANIC YOUTH 1515 SOUTH 29TH STREET MILWAUKEE,WI53215	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
NEIGHBORHOOD HOUSE OF MILWAUKEE 2819 W RICHARDSON PLACE MILWAUKEE,WI53208	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
NEXT DOOR FOUNDATION INC 2545 N 29TH STREET MILWAUKEE,WI53224	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC 18011 S TAMIAMI TRAIL 16-106 FORT MEYERS,FL33908	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
PACE CENTER FOR GIRLS INC ONE WEST ADAMS STREET SUITE 301 JACKSONVILLE,FL32202	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
PATHFINDERS MILWAUKEE INC 4200 N HOLTON AVENUE 400 MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
PATHWAYS EARLY EDUCATION CENTER 4060 TAMIAMI TRAIL N UNIT 1 NAPLES,FL34103	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
PETA 501 FRONT STREET NORFOLK,VA23510	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
PETER STATHAS DANCE INC P O BOX 11410 SHOREWOOD,WI53211	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE 5100 WISCONSIN AVENUE NW 400 WASHINGTON,DC20016	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
PINE VIEW WILDLIFE REHABILITATION AND EDUCATION CENTER W4953 HIGHWAY H FREDONIA,WI530219725	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAMS STREET NEW YORK,NY10038	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
PREVENT BLINDNESS WISCONSIN 731 N JACKSON SUITE 405 MILWAUKEE,WI53202	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
PRIMATES INC P O BOX 7384 MADISON,WI53707	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
PROFESSIONAL FIREFIGHTERS OF WI CHARITABLE FOUNDATION 321 EAST MAIN ST STE 200 MADISON,WI53703	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
PROJECT CHIMPS P O BOX 2140 BLUE RIDGE,GA30513	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
PROVIDENCE HOUSE P O BOX 128 NAPLES,FL34106	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
REDEEM AND RESTORE CENTER PO BOX 342 PEWAUKEE,WI53072	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
REPAIRERS OF THE BREACH 1335 W VLIET STREET PO BOX 05648 MILWAUKEE,WI53205	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
REVITALIZE MILWAUKEE INC 700 W VIRGINIA STREET SUITE 306 MILWAUKEE,WI53204	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
RONALD MCDONALD HOUSE CHARITIES 8948 WATERTOWN PLANK ROAD MILWAUKEE,WI53226	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
RUNNING REBELS COMMUNITY ORGANIZATION 225 W CAPITAL DRIVE MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	40,000
SEA TURTLE CONSERVANCY 4581 NW 6TH STREET SUITE A GAINESVILLE,FL32609	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
SEEDS OF HEALTH INC 1445S 32ND ST MILWAUKEE,WI53215	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
SERVING OLDER ADULTS OF SE WI 4420 W VLIET STREET MILWAUKEE,WI53208	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
SHELDRICK WILDLIFE TRUST USA 25283 CABOT ROAD SUITE 101 LAGUNA HILLS,CA92653	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
SHELTER FOR ABUSED WOMEN & CHILDREN PO BOX 10102 NAPLES,FL34101	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
SILVER SPRING NEIGHBORHOOD CENTER 5460 W 64TH ST MILWAUKEE,WI53218	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
SOJOURNER FAMILY PEACE CENTER 619 W WALNUT ST MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
ST MARCUS SCHOOL 2215 NORTH PALMER STREET MILWAUKEE,WI53212	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
ST ANN'S INTERGENERATIONAL CARE CENTER 2801 E MORGAN AVE MILWAUKEE,WI532073771	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
STREET ANGELS PO BOX 342435 MILWAUKEE,WI53234	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
SWFL REGIONAL HUMAN TRAFFICKING COALITION 6900-29 DANIELS PARKWAY 338 FORT MYERS,FL33912	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
TEENS GROW GREENS 322 E MICHIGAN ST SUITE 204 MILWAUKEE,WI53202	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
THE ABILITY CENTER 10300 W WISCONSIN AV WAUWATOSA,WI53226	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
THE ELEPHANT SANCTUARY IN TENNESSEE PO BOX 393 HOHENWALD,TN38462	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	30,000
THE FIRST TEE OF SE WISCONSIN 11350 W THEODORE TRECKER WAY WEST ALLIS,WI53214	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	15,000
THE FONDY FOOD CENTER 1655 N MAYFAIR RD PO BOX 26607 WAUWATOSA,WI53226	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
THE SUNLIGHT HOME P O BOX 9194 NAPLES,FL34101	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
THE WALER SCHROEDER AQUATIC CENTER 9240 N GREEN BAY ROAD BROWN DEER,WI532091104	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
THE WOMENS CENTER 505 NORTH EAST AVENUE WAUKESHA,WI53186	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
URBAN ECOLOGY CENTER INC 1500 E PARK PLACE MILWAUKEE,WI53211	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
VERSITI BLOOD RESEARCH INSTITUTE FOUNDATION 8733 W WATERTOWN PLANK ROAD MILWAUKEE,WI53226	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
WISCONSIN VETERANS NETWORK 6317 W GREENFIELD AVE WEST ALLIS,WI53214	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
VETERANS OUTREACH OF WISCONSIN 1624 YOUT STREET RACINE,WI53404	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
VICTIMS OF VIOLENCE BURIAL FUND 11414 W PARK PLACE STE 202 MILWAUKEE,WI53223	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
VISION FORWARD 912 NORTH HAWLEY ROAD MILWAUKEE,WI53213	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	75,000
WALKER'S POINT YOUTH AND FAMILY CENTER 1123 N WATER ST SUITE 400 MILWAUKEE,WI53202	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
WAR MEMORIAL CENTER 750 N LINCOLN MEMORIAL DRIVE MILWAUKEE,WI53202	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	10,000
WARM UP WINTER 2972 SOUTH SUPERIOR ST MILWAUKEE,WI53207	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	5,000
WISCONSIN ADAPTIVE SPORTS ASSOCIATION 715 TALON DRIVE BROOKFIELD,WI53045	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
WILDLIFE IN NEED CENTER LTD W349 S1480 WATERVILLE RD SUITE B OCONOMOWOC,WI53066	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	25,000
WISCONSIN HUMANE SOCIETY 4500 W WISCONSIN AVENUE MILWAUKEE,WI532083156	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	50,000
YOUTH HAVENSW FL SHELTER 5867 WHITAKER ROAD NAPLES,FL34112	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
ZOOLOGICAL SOCIETY OF MILWAUKEE CTY 10005 W BLUEMOUND ROAD MILWAUKEE,WI53226	NONE	PUBLIC CHARITY	GENERAL OPERATING PURPOSES	20,000
Total ................................. 3a				3,090,000

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	637
2	Check .............
3	Interest on savings and temporary cash investments	98,578		98,578
4	Dividends and interest from securities...	2,313,091		2,308,542
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		448,598
b	Gross sales price for all assets on line 6a 23,893,805
7	Capital gain net income (from Part IV, line 2)...			448,598
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	12,808	12,808
12	Total. Add lines 1 through 11........	2,873,712		2,868,526
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	17,795	8,897	8,898
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	303,372	303,372	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	47,126	150	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	3,145	2,604	541
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	371,438		315,023	9,439
25	Contributions, gifts, grants paid.......	3,090,000			3,090,000
26	Total expenses and disbursements. Add lines 24 and 25	3,461,438		315,023	3,099,439
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-587,726
b	Net investment income (if negative, enter -0-)			2,553,503
c	Adjusted net income (if negative, enter -0-)...

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	0
	2	Savings and temporary cash investments.........	2,848,981	206,816	206,816
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........		14,359	14,359
	10a	Investments—U.S. and state government obligations (attach schedule)	35,316,996	List of Attached Documents: // Content 25,582,339	26,621,152
	b	Investments—corporate stock (attach schedule).......	9,583,470	List of Attached Documents: // Content 12,814,374	22,285,172
	c	Investments—corporate bonds (attach schedule).......	5,069,503	List of Attached Documents: // Content 13,265,309	13,172,012
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	100,000	List of Attached Documents: // Content 1,108,126	1,119,866
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 8,554,772	List of Attached Documents: // Content 8,478,078	List of Attached Documents: // Content 8,478,078
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	61,473,722	61,469,401	71,897,455
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	61,473,722	61,469,401
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	61,473,722	61,469,401
	30	Total liabilities and net assets/fund balances (see instructions).	61,473,722	61,469,401

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation
1 a	PUBLICLY TRADED SECURITIES	P
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	23,876,278	23,445,207	431,071
b	17,527		17,527
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			431,071
b			17,527
c
d
e


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
STIFEL NICOLAUS & COMPANY INCORPORATED	INVESTMENT MANAGEMENT SERVICES	142,583
501 NORTH BROADWAY ST LOUIS,MO63102	INVESTMENT MANAGEMENT SERVICES	142,583
REALTY MANAGEMENT CONSULTANTS INC	ACCOUNTING/MANAGEMENT SERVICES	82,500
4811 S 76TH ST STE 211 MILWAUKEE,WI53220	ACCOUNTING/MANAGEMENT SERVICES	82,500
RAYMOND JAMES & ASSOCIATES	INVESTMENT MANAGEMENT SERVICES	78,286
120 S RIVERSIDE PLZ STE 700 CHICAGO,IL60606	INVESTMENT MANAGEMENT SERVICES	78,286

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					3,480,808
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......	555,883
c From 2021......	252,945
d From 2022......	287,042
e From 2023......
f Total of lines 3a through e ........		1,095,870
4Qualifying distributions for 2024 from Part
XI, line 4: $ 3,099,439
a Applied to 2023, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					3,099,439
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		381,369			381,369
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		714,501
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		714,501
10 Analysis of line 9:
a Excess from 2020....	174,514
b Excess from 2021....	252,945
c Excess from 2022....	287,042
d Excess from 2023....
e Excess from 2024....

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

bApproved for future payment

Total ................................. 3b				0

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	98,578
4 Dividends and interest from securities ....			14	2,313,091
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	12,808
8 Gain or (loss) from sales of assets other than inventory ............			18	448,598
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		2,873,075	0

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of Bond	End of Year Book Value	End of Year Fair Market Value
RAYMOND JAMES - FIXED INCOME	128,251	109,368
RAYMOND JAMES - FUNDS	324,705	302,827
STIFEL - FIXED INCOME	12,812,353	12,759,817

Name of Stock	End of Year Book Value	End of Year Fair Market Value
RAYMOND JAMES - STOCK	4,063,543	6,182,592
STIFEL - EQUITIES	8,196,203	15,567,751
STIFEL - PREFERREDS	554,628	534,829

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
RAYMOND JAMES - REAL ESTATE INVESTMENT TRUSTS	AT COST	32,953	32,306
STIFEL - MUTUAL FUNDS	AT COST	1,075,173	1,087,560

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Software ID:
Software Version:

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ARROW DIVERSIFIED ENTERPRISES INC. NOTE RECEIVABLE	8,507,128	8,418,126	8,418,126
WASHINGTON STS RE INVESTMENT	40,349	40,684	40,684
LCM FUNDS 20 LLC INVESTMENT	7,295	14,268	14,268
DUE FROM RMC	0	5,000	5,000

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
ADEI INSURANCE	2,063	2,063	0
BANK FEES	1,056	528	528
OFFICE EXPENSES	26	13	13

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
LCM FUNDS 20, LLC	9,223	9,223	9,223
WASHINGTON STS RE INVESTMENT	3,585	3,585	3,585

Category	Amount	Net Investment Income
INVESTMENT ADVISOR FEES - RAYMOND JAMES	78,289	78,289
MANAGEMENT FEES	82,500	82,500
INVESTMENT ADVISOR FEES - STIFEL	142,583	142,583

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD AT SOURCE	150	150		0
EXCISE TAXES PAID	46,976	0		0