2025-04-09T09:31:27-05:00 2024-05-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990PF 2023-06-01 202901635 WIPFLI FOUNDATION INC WIPF 7158453111 PO BOX 8010 WAUSAU WI 544028010 STEPHANIE CAVADEAS OFFICER 7158453111 2025-04-07 1 1 AMANDA L ANDERSON CPA P01338572 6082741980 2025-04-07 2023 2025-03-06 01:10:19Z X 2763640 X 262670 74730 74730 954 16000 954 338354 75684 0 0 0 11793 11793 0 1430 0 0 239 0 239 13462 11793 239 259400 259400 272862 11793 259639 65492 63891 999109 98128 98128 347060 359580 815898 512832 512832 437309 358306 1312259 1412305 2217307 2282799 2763640 0 0 X 2217307 2282799 2217307 2282799 2217307 2282799 2217307 65492 0 2282799 0 2282799 PUBLICLY TRADED SECURITIES P 16000 15046 954 954 954 888 0 888 0 888 0 0 0 0 0 X 28 916 0 0 0 0 0 0 0 0 0 0 1 1 WI MN IL PA CA ID MT VA WA CO UT ME NH 1 0 0 0 0 1 N/A TARA GEISER 7158453111 500 N 1ST ST SUITE 7000 WAUSAU WI 54403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 DURWARD FERLAND 30 LONG CREEK DRIVE SOUTH PORTLAND ME 04106 PRESIDENT/DIRECTOR 0.20 0 0 0 STEPHANIE CAVADEAS 469 SECURITY BOULEVARD GREEN BAY WI 54313 TREASURER/DIRECTOR 0.20 0 0 0 MARYPAT DAVITZ 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 VICE PRESIDENT/DIRECTOR 0.20 0 0 0 JESSICA MACKLIN 100 TRI-STATE INTERNATIONAL SUITE 300 LINCOLNSHIRE IL 60069 DIRECTOR 0.20 0 0 0 AUDRA MONCUR 4949 HARRISON AVENUE SUITE 300 ROCKFORD IL 61108 DIRECTOR 0.20 0 0 0 SHEREEN MAHONEY 12110 SUNSET HILLS RD RESTON VA 20190 DIRECTOR 0.20 0 0 0 SHELLY WORREL 150 SOUTH 5TH STREET SUITE 2000 MINNEAPOLIS MN 55402 DIRECTOR 0.20 0 0 0 NONE 0 NONE 0 0 2471699 117596 0 2589295 0 0 2589295 38839 2550456 127523 127523 888 888 126635 0 126635 0 126635 259639 0 259639 126635 0 0 110132 120803 41788 270164 119305 662192 259639 0 0 0 126635 133004 0 0 795196 0 0 0 0 0 0 110132 685064 120803 41788 270164 119305 133004 DURWARD FERLAND 10000 INNOVATION DR SUITE 250 MILWAUKEE WI 53226 4144319303 GRANT APPLICATIONS SHOULD INCLUDE DETAILS ON THE ACTIVITY OR ORGANIZATION FOR WHICH THE SUPPORT IS REQUESTED, THE AMOUNT NEEDED, OTHER SOURCES OF FUNDING, AND DOCUMENTED EXEMPT STATUS OF THE ORGANIZATION. NONE SPECIFIED AT THIS TIME NONE SPECIFIED AT THIS TIME AICPA FOUNDATION 220 LEIGH FARM RD DURHAM NC 27707 NONE PUBLIC GENERAL FUNDING 5000 BETA ALPHA PSI (COLORADO) C/O JEREMIAH CONTRERAS BOULDER CO 80309 NONE PUBLIC GENERAL FUNDING 2500 BETA ALPHA PSI ZETA DELTA CHAPTER PO BOX 8141 STATESBORO GA 30460 NONE PUBLIC GENERAL FUNDING 11600 CARLSON SCHOOL OF MANAGEMENT 321 NINETEEN AVENUE SOUTH MINNEAPOLIS MN 554550438 NONE PUBLIC GENERAL FUNDING 1500 CARROLL COLLEGE 100 N EAST AVE WAUKESHA WI 53186 NONE PUBLIC GENERAL FUNDING 2500 CLAYTON STATE UNIVERSITY 2000 CLAYTON STATE BLVD MORROW GA 30260 NONE PUBLIC GENERAL FUNDING 3000 COLORADO CHRISTIAN UNIVERSITY FUND ATTN DAVINA VANNICE LAKEWOOD CO 80226 NONE PUBLIC GENERAL FUNDING 4000 COLORADO STATE UNIVERSITY FOUNDATION PO BOX 1870 FORT COLLINS CO 80522 NONE PUBLIC GENERAL FUNDING 3000 CPA ENDOWMENT FUND OF ILLLINOIS 550 W JACKSON STE 900 CHICAGO IL 60661 NONE PUBLIC GENERAL FUNDING 4000 GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION DEPARTMENT OF ACCOUNTING CBX 15 MILLEDGEVILLE GA 31061 NONE PUBLIC GENERAL FUNDING 3000 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC PO BOX 8053 STATESBORO GA 304608053 NONE PUBLIC GENERAL FUNDING 1000 IDAHO STATE UNIVERSITY ACCOUNTING DEPT CATHERINEI RIDER POCATELLO ID 832098020 NONE PUBLIC GENERAL FUNDING 5000 IDAHO STATE UNIVERSITY BETA ALPHA PSI CLB 034 ATTN JUSTIN WOOD POCATELLO ID 832098020 NONE PUBLIC GENERAL FUNDING 3500 ISU ACCOUNTING CAREER VISION SYMPLIUM LACT 04 ATTN DR BOB PICARD POCATELLO ID 832098020 NONE PUBLIC GENERAL FUNDING 2000 KEENESAW STATE UNIVERSITY 3391 TOWN POINT DRIVE SUITE 1000 KEENESAW GA 30144 NONE PUBLIC GENERAL FUNDING 22000 MAINE SOCIETY OF CPAS PO BOX 17735 PORTLAND ME 04112 NONE 501C6 SUPPORTING SOCIETY'S CPA INITIATIVES TO FOCUS ON HIGH SCHOOL STUDENTS AND COLLEGE PROGRAMS TO EDUCATE AND ENCOURAGE THE ACCOUNTING PROFESSION TO STUDENTS OF MAINE. 5000 MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 532011881 NONE PUBLIC GENERAL FUNDING 10000 MNCPA FOUNDATION 1650 W 82ND STREET BLOOMINGTON MN 55431 NONE PUBLIC GENERAL FUNDING 5000 MOCPA EDUCATIONAL FOUNDATION 540 MARYVILLE CENTRE DRIVE ST LOUIS MO 63141 NONE PUBLIC GENERAL FUNDING 6250 MONTANA DECA PO BOX 11893 BOZEMAN MT 59719 NONE PUBLIC GENERAL FUNDING 1000 MONTANA STATE UNIVERSITY BILLINGS FOUNDATION 1500 UNIVERSITY DRIVE BILLINGS MT 59101 NONE PUBLIC GENERAL FUNDING 2350 MSU COLLEGE OF BUSINESS 1501 SOUTH 11TH AVENUE BOZEMAN MT 59715 NONE PUBLIC GENERAL FUNDING 1250 MTCPA LEGACY FOUNDATION PO BOX 138 HELENA MT 59624 NONE PUBLIC GENERAL FUNDING 2000 NORTH DAKOTA STATE FOUNDATION PO BOX 5144 FARGO ND 58102 NONE PUBLIC GENERAL FUNDING 4500 NORTHERN ILLINOIS UNIVERSITY FOUNDATION 231 NORTH ANNIE GLIDDEN ROAD DEKALB IL 60115 NONE PUBLIC GENERAL FUNDING 3400 PENNSYLVANIA CPA FOUNDATION 1801 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 NONE PUBLIC GENERAL FUNDING 5000 ST NORBERT COLLEGE 100 GRANT STREET DE PERE WI 54115 NONE PUBLIC GENERAL FUNDING 4500 SAINT LOUIS UNIVERSITY 1 N GRAND BLVD ST LOUIS MO 63103 NONE PUBLIC GENERAL FUNDING 3000 TEXAS WOMAN'S UNIVERSITY 304 ADMINISTRATION DRIVE DENTON TX 76204 NONE PUBLIC GENERAL FUNDING 3000 THOMAS COLLEGE 180 WEST RIVER ROAD WATERVILLE ME 04901 NONE PUBLIC GENERAL FUNDING 2500 UGA FOUNDATION - UNIVERSITY OF GEORGIA UNIVERSITY OF GEORGIA ATHENS GA 30602 NONE PUBLIC GENERAL FUNDING 2000 UNIVERSITY OF ILLINOIS FOUNDATION PO BOX 734500 CHICAGO IL 606734500 NONE PUBLIC GENERAL FUNDING 10000 UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 554552010 NONE PUBLIC GENERAL FUNDING 5500 UNIVERSITY OF MISSOURI - ST LOUIS 230 WOODS HALL SAINT LOUIS MO 63121 NONE PUBLIC GENERAL FUNDING 9000 UNIVERSITY OF MONTANA FOUNDATION PO BOX 7159 MISSOULA MT 59807 NONE PUBLIC GENERAL FUNDING 6750 UNIVERSITY OF NORTH DAKOTA FOUNDATION 3501 UNIVERSITY AVE STOP 8157 GRAND FORKS ND 58202 NONE PUBLIC GENERAL FUNDING 4700 UNIVERSITY OF NEW HAMPSHIRE FOUNDATION 9 EDGEWOOD RD DURHAM NH 03824 NONE PUBLIC GENERAL FUNDING 5000 UNIVERSITY OF NORTHERN COLORADO FOUNDATION 1620 RESERVOIR RD GREELEY CO 80631 NONE PUBLIC GENERAL FUNDING 1000 UNIVERSITY OF SOUTHERN CALIFORNIA FULLERTON FOUNDATION 315 N POMONA AVE FULLERTON CA 92832 NONE PUBLIC GENERAL FUNDING 3000 UNIVERSIY OF SOUTHERN MAINE FOUNDATION PO BOX 9300 PORTLAND ME 041049300 NONE PUBLIC GENERAL FUNDING 5000 UNIVERSITY OF ST THOMAS FOUNDATION 2115 SUMMIT AVENUE SAINT PAUL MN 55105 NONE PUBLIC GENERAL FUNDING 1000 UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION 105 GARFIELD AVENUE EAU CLAIRE WI 54702 NONE PUBLIC GENERAL FUNDING 14000 UNIVERSITY OF WISCONSIN - GREEN BAY FOUNDATION 2420 NICOLET DRVIE GREEN BAY WI 543117001 NONE PUBLIC GENERAL FUNDING 6600 UNIVERSITY OF WISCONSIN - LACROSSE FOUNDATION 615 EAST AVENUE NORTH LACROSSE WI 54601 NONE PUBLIC GENERAL FUNDING 3500 UNIVERSITY OF WISCONSIN - MILWAUKEE FOUNDATION 2200 KENWOOD BLVD MILWAUKEE WI 532010413 NONE PUBLIC GENERAL FUNDING 10500 UNIVERSITY OF WISCONSIN - OSHKOSH 842 ALGOMA BLVD OSHKOSH WI 549013511 NONE PUBLIC GENERAL FUNDING 1000 UNIVERSITY OF WISCONSIN - WHITEWATER FOUNDATION 800 W MAIN STREET WHITEWATER WI 53190 NONE PUBLIC GENERAL FUNDING 14000 UNIVERSITY OF WISCONSIN FOUNDATION 975 UNIVERSITY AVENUE MADISON WI 537061323 NONE PUBLIC GENERAL FUNDING 4000 WEST CHESTER UNIVERSITY FOUNDATION 202 CARTER DRIVE WEST CHESTER PA 19382 NONE PUBLIC GENERAL FUNDING 13500 WICPA EDUCATIONAL FOUNDATION W233N2080 RIDGEVIEW PARKWAY STE 201 WAUKESHA WI 53188 NONE PUBLIC GENERAL FUNDING 2500 WOMEN IN BUSINESS - CARLSON SCHOOL OF MANAGEMENT 321 19TH AVE S 4-300 MINNEAPOLIS MN 55455 NONE PUBLIC GENERAL FUNDING 4500 259400 0 14 74730 18 954 0 75684 0 75684 0 0 0 0 0 0 0 0 0 0 X X 1 WIPFLI LLP PO BOX 8010 WAUSAU WI 54402 259900 X MAINE SOCIETY OF CPAS PO BOX 17735 PORTLAND ME 04112 2023-12-21 5000 SUPPORTING SOCIETY'S CPA INITIATIVES TO FOCUS ON HIGH SCHOOL STUDENTS AND COLLEGE PROGRAMS TO EDUCATE AND ENCOURAGE THE ACCOUNTING PROFESSION TO STUDENTS OF MAINE. SPECIFICALLY, THE MECPA HELD AN EVENT IN MAY 2024 ON THE CAMPUS OF ST. JOSEPH'S COLLEGE OF MAINE TO RAISE AWARENESS ABOUT THE ACCOUNTING PROFESSION AND THE MANY CAREER PATHWAYS AVAILABLE TO STUDENTS WHO PURSUE BUSINESS MAJOR, IN PARTICULAR AN ACCOUNTING DEGREE, IN COLLEGE. 5000 NO 04/07/25 2024-05-31 DFA INVESTMENT GRADE I 154347 132144 DODGE & COX INCOME I 176389 156277 PIMCO TOTAL RETURN INSTL 182096 148888 DFA EMERGING MARKETS CORE EQUITY I 56453 73025 DFA INTERNATIONAL SMALL COMPANY I 21392 24453 DFA INTERNATIONAL VALUE I 75468 111707 DFA US LARGE CAP VALUE I 36633 85314 DFA US MICRO CAP I 6176 7433 SCHWAB S&P 500 INDEX 130393 431791 VANGUARD INTERNATIONAL GROWTH ADMIN 19995 44243 VANGUARD SMALL CAP GROWTH INDEX ADMIRAL 13070 37932 AVANTIS EMERGING MARKETS AT COST 15357 13512 AVANTIS INTERNATIONAL AT COST 62147 63205 AVANTIS INTERNATNL SML AT COST 50121 51885 AVANTIS US EQUITY ETF AT COST 7123 8655 AVANTIS US SMALL CAP AT COST 87677 105240 !SHARES CORE MSCI AT COST 84950 94399 !SHARES CORE MSCI INTRL AT COST 12465 12346 !SHARES CORE S&P SMALL AT COST 12802 12390 !SHARES CORE S&P 500 AT COST 78336 99103 REAL ESTATE SELECT SCTR AT COST 120841 128114 SPDR PORTFOLIO S&P 400 AT COST 146583 182073 SPDR SHORT TERM AT COST 96948 97264 VANGUARD FTSE DEVELOPED AT COST 50699 57922 VANGUARD INTERMEDIATE AT COST 44701 44999 VANGUARD INTRMDIAT TRM AT COST 44647 43430 VANGUARD TOTAL BOND AT COST 342374 335848 WSDMTREE EMRG MKTS AT COST 54488 61920 STATIONERY AND SUPPLIES 239 0 239 MANAGEMENT FEES 11793 11793 0 EXCISE TAX 1000 0 0 STATE TAXES 430 0 0