2021-05-10T01:04:56-00:00 2020-12-31 Hilker & Associates PO Box 511454 Milwaukee WI 53203 990PF 2020-01-01 204617210 STEPHENS FAMILY FOUNDATION INC STEP 4148993454 4230 N OAKLAND AVENUE No 317 SHOREWOOD WI 53211 Kathy Eurich Treasurer 4148993454 2021-05-10 true Andrew Stephens 999009999 David L Hilker P00776200 4142645330 2021-05-03 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 11591141 X 400 X 2073 2073 199929 199929 503083 2771942 503083 -35046 -35046 670439 670039 400 400 2642 2642 2000 5042 2642 400 563424 563424 568466 2642 563824 101973 667397 2963976 1007580 1007580 6807394 10583561 10583561 9771370 11591141 11591141 0 X 8408204 8408604 1363166 3182537 9771370 11591141 9771370 11591141 9771370 101973 1717798 11591141 11591141 2000sh Virtu Financial Inc P 2018-05-10 2020-03-19 37752 59610 -21858 -21858 17000sh Vanguard Total World Stock Fund P 2020-11-09 2020-11-12 1248971 1508415 -259444 -259444 26903.417sh Artisan Global Opportunities Fund D 2017-12-28 2020-11-11 1000000 700834 299166 299166 503083 -259444 9277 9277 9277 4327 4327 4327 X 4950 false false false false false false false true true VT WI false false false false false true NONE KATHERINE EURICH 4148993454 4230 N OAKLAND AVENUE No 317 SHOREWOOD WI 53211 false false false false false false false false false false false false false false false false false false false false false ANDREW C STEPHENS 4230 N OAKLAND AVE No 317 SHOREWOOD WI 53211 CO-PRESIDENT 000.25 0 JANE E KIM 4230 N OAKLAND AVE No 317 SHOREWOOD WI 53211 CO-PRESIDENT 002.00 0 KATHERINE A EURICH 4230 N OAKLAND AVE No 317 SHOREWOOD WI 53211 TREAS/ASST SEC 002.00 0 SUNHEE LEE 4230 N OAKLAND AVE No 317 SHOREWOOD WI 53211 SECRETARY 000.25 0 CONTRIBUTIONS TO QUALIFIED CHARITIES 563424 8664609 1834081 0 10498690 10498690 157480 10341210 517061 517061 9277 9277 507784 507784 507784 563824 563824 563824 507784 311049 563824 311049 252775 255009 ANDREW STEPHENS JANE KIM NONE KATHERINE EURICH 4230 N OAKLAND AVENUE No 317 SHOREWOOD WI 53211 4148993454 OPEN LETTER FORMAT NONE NONE Messengers of Mercy 25W560 Geneva Road Carol Stream IL 60188 Religious/General Fund 10000 University School of Milwaukee 2100 Fairy Chasm Road Mequon WI 53092 Education/Common Bond 100000 University School of Milwaukee 2100 Fairy Chasm Road Mequon WI 53092 Education/Scholarships 167424 Big Brothers Big Sisters of Milwaukee 788 N Jefferson Street Milwaukee WI 53202 Mentor 2.0 Program 20000 Danceworks 1661 N Water Street Milwaukee WI 53202 Madhot Ballroom Tap 5000 Fox Point Lutheran Church 7510 N Santa Monica Blvd Fox Point WI 53217 Religious/General Fund 11000 United Performing Arts Fund 301 W Wisconsin Avenue Milwaukee WI 53203 First Stage Theatre 20000 Malaika Early Learning Center 125 W Auer Avenue Milwaukee WI 53212 Early Childhood Education 5000 First Stage Theatre 325 W Walnut Street Milwaukee WI 53212 General Campaign 25000 Milwaukee Institute of Art & Design 273 E Erie Street Milwaukee WI 53202 Education 30000 All In Milwaukee 135 W Wells Street suite 100 Milwaukee WI 53202 Education Assistance 10000 Milwaukee Excellence Academy 4950 N 24th Street Milwaukee WI 53209 Education 25000 United Community Center 1028 S 9th Street Milwaukee WI 53204 Education 50000 Boys & Girls Club of Milwaukee 1558 N 6th Street Milwaukee WI 53212 Youth Development Programs 20000 Smith College 10 Elm Street Northampton MA 01063 Smith Fund Scholarships 15000 United Way 225 W Vine Street Milwaukee WI 53212 General Campaign 25000 Cristo Rey Jesuit High School 1215 S 45th Street West Milwaukee WI 53214 Education 25000 563424 14 2073 14 199929 18 503083 Short Dividends Paid 14 -35046 670039 670039 false false false false false false false false false false X Hilker Associates 400 400 NOT REQUIRED BY THE STATE OF WISCONSIN 15103 shares of ARTISAN GLOBAL OPPORTUNITY FUND 544011 544011 44312 shares of ARTISAN MIDCAP FUND 2462435 2462435 147666 shares of ARTISAN GLOBAL OPPORTUNITY FUND 5416393 5416393 MONEY MARKET FUNDS UBS 2160722 2160722 Short Dividends Paid -35046 -35046 CHANGE IN UNREALIZED APPRECIATION 1717798 Short Rebate Fees 2642 2642 Excise Tax on Investment Income 2000