2024-09-13T13:15:48-05:00 2024-04-30 391210538 SCRIBNER COHEN AND COMPANY SC 756 NORTH MILWAUKEE ST 300 MILWAUKEE WI 53202 990PF 2023-05-01 396059626 EARL AND EUGENIA QUIRK FOUNDATION INC EARL 9205455477 516 LAC LA BELLE DR OCONOMOWOC WI 53066 KRISTIN LYSAKER PRESIDENT 9205455477 2024-09-11 1 1 KELLY K MILLER CPA P00562808 4142711700 2024-09-11 2023 2024-08-08 14:25:15Z X X 4627655 X X 97338 97338 64898 963477 64898 162236 162236 0 0 0 2613 2613 0 17956 17956 0 5171 0 5171 25740 20569 5171 201623 201623 227363 20569 206794 -65127 141667 69763 80798 80798 1818274 1849592 3443415 1215511 1108031 1103442 3103548 3038421 4627655 0 0 X 0 0 0 0 3103548 3038421 3103548 3038421 3103548 3038421 3103548 -65127 0 3038421 0 3038421 PUBLICLY TRADED SECURITIES P 934279 898579 35700 35700 CAPITAL GAINS DIVIDENDS P 29198 29198 29198 64898 1969 0 1969 0 1969 2384 0 0 0 2384 0 415 415 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A THE FOUNDATION 9205455477 516 LAC LA BELLE DR OCONOMOWOC WI 53066 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KRISTIN M LYSAKER 5139 S FRONTENAC ST SEATTLE WA 98118 DIRECTOR AND PRESIDENT 1.00 0 0 0 MARGARET PRIEBE 364 RAILROAD AVE NORWOOD MA 02062 DIRECTOR AND VICE PRESIDENT 1.00 0 0 0 TAMARA C GOGIN N52W34999 LAKE DR OKAUCHEE WI 53069 DIRECTOR AND SECRETARY 1.00 0 0 0 CAREY CONLEY 7020 ERICA CIRCLE WEST HILLS CA 91307 DIRECTOR AND TRESURER 1.00 0 0 0 DREW CONLEY 8501 W FREISTADT RD MEQUON WI 53097 DIRECTOR (BEGINNING NOV 2023) 1.00 0 0 0 DARBY QUIRK 7316 TANBARK WAY RALEIGH NC 27615 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4344700 79120 0 4423820 0 0 4423820 66357 4357463 217873 217873 1969 1969 215904 0 215904 0 215904 206794 0 206794 215904 199750 0 0 206794 199750 0 0 7044 0 0 0 0 0 0 0 0 208860 0 0 0 X BIG BROTHERS BIG SISTERS OF SOUTH CENTRAL WI 1545 HOBBS DR DELAVAN WI 53115 PC OPERATING EXPENSES 15000 GLACIAL COMMUNITY YMCA 415 S 8TH STREET WATERTOWN WI 53094 PC CAPITAL CAMPAIGN 120000 HERITAGE MILITARY MUSIC FOUNDATION INC 504 SOUTH FOURTH STREET WATERTOWN WI 53094 PC FACILITIES REPAIRS 2455 JEFFERSON COUNTY LITERACY COUNCIL INC 218 S WISCONSIN DRIVE SUITE 9 JEFFERSON WI 53549 PC PROGRAM SUPPORT 5358 ROCK RIVER COALITION 864 COLLINS ROAD JEFFERSON WI 53549 PC PROGRAM SUPPORT 7310 ROCK RIVER COMMUNITY CLINIC 415 S 8TH STREET WATERTOWN WI 53094 PC OPERATING EXPENSES 10000 WATERTOWN HUMANE SOCIETY INC 418 WATER TOWER COURT WATERTOWN WI 53094 PC PROGRAM SUPPORT 10000 WATERTOWN PUBLIC LIBRARY 100 SOUTH WATER STREET WATERTOWN WI 53094 GOV CHILDREN'S SUMMER READING CHALLENGE 3000 WATERTOWN FAMILY CONNECTIONS INC 100 SOUTH WATER STREET WATERTOWN WI 53094 PC PROGRAM SUPPORT 5500 JEFFERSON COUNTY PARKS AND RECREATION 311 S CENTER AVE JEFFERSON WI 53549 GOV PROGRAM SUPPORT 20000 WATERTOWN MAIN STREET PROGRAM 519 E MAIN STREEET WATERTOWN WI 53094 PC ADAPTIVE RAMP FOR SANTA HOUSE 3000 201623 0 14 97338 18 64898 0 162236 0 162236 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2613 2613 0 853 SHARES OF ISHARES TIPS BOND ETF 94698 90017 437 SHARES OF SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 20076 30704 13247.47 SHARES OF VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND 133887 133799 5626 SHARES OF I SHARES 1-3 TREASURY BOND ETF 457351 456550 29,411.77 SHARES OF FEDERATED HERMES TOTAL RETURN BOND FUND 275294 269706 12378.05 SHARES OF VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 126725 122666 600 SHARES OF ALPHABET INC 32547 97668 392 SHARES OF AMAZON.COM INC 36537 68600 588 SHARES OF APPLE INC 23750 100154 1881 SHARES OF AT&T INC 37381 31770 1022 SHARES OF BANK OF AMERICA CORP 21082 37824 100 SHARES OF BERKSHIRE HATHAWAY INC 17079 39673 30 SHARES OF BLACKROCK INC 14633 22639 170 SHARES OF CHEVRON CORP 14545 27416 580 SHARES OF CISCO SYSTEMS INC 20941 27248 90 SHARES OF COSTCO WHOLESALE CORP 26824 65061 780 SHARES OF DELTA AIR LINES INC 18094 39055 2111.2 SHARES OF DODGE & COX INTERNATIONAL STOCK FUND 35574 105602 95 SHARES OF ENBRIDGE INC 3842 3376 75 SHARES OF FREEPORT MCMORAN INC 2620 3746 100 SHARES OF GOLDMAN SACHS GROUP INC/THE 14557 42671 90 SHARES OF HOME DEPOT INC/THE 15162 30080 350 SHARES OF INVESCO QQQ TRUST SERIES 1 75064 148607 224 SHARES OF ISHARES RUSSELL 2000 ETF 30155 43882 10155.44 SHARES OF JOHN HANCOCK FUNDS III - 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