2024-05-14T14:39:51-04:00 2023-12-31 873834167 LUCIDA ADVISORS LLC 20633 WATERTOWN COURT BROOKFIELD WI 53186 990PF 2023-01-01 391967691 MARY ALICE YAKICH EDUCATIONAL FOUNDATION INC MARY 4143697829 321 N 121ST STREET SUITE 100 WAUWATOSA WI 53226 JAN DRZEWIECKI PRESIDENT/CHAIRMAN 4143697829 2024-05-14 true JAN DRZEWIECKI XXX-XX-XXXX true ERIC MELKA CPA P00474890 2628601724 2024-05-14 2023 2023-04-26 12:10:37Z X 5381697 X 1100 X 1511 1511 1511 101543 101543 101543 118461 841500 118461 490 222615 221515 103544 60000 60000 4590 4590 4915 4915 25469 25469 1583 1546 37 17526 17526 114083 27015 87068 178500 178500 292583 27015 265568 -69968 194500 103544 -3 1 147354 260770 260770 4612104 4427716 5120927 4759455 4688487 5381697 2512 1512 2512 1512 X 4756943 4686975 4756943 4686975 4759455 4688487 4756943 -69968 4686975 4686975 CAP INC BUILDER P 2023-05-30 2023-06-01 8601 8586 15 15 EUROPACIFIC P 2023-05-30 2023-06-01 14069 14021 48 48 NEW WORLD P 2022-12-16 2023-05-30 3609 3388 221 221 WASHINTON MUTUAL P 2022-12-19 2023-06-01 7059 6853 206 206 BOND FD OF AMERICA P 2016-10-21 2023-06-01 49898 56896 -6998 -6998 CAP INC BLDR P 2016-10-21 2023-06-01 7537 7886 -349 -349 GRW OF AMER P 2016-10-21 2023-06-01 69273 66629 2644 2644 INVT OF AMERICA P 2021-10-27 2023-06-01 121576 130098 -8522 -8522 JH DSCP VAL MDCP P 2021-10-27 2023-06-01 57837 63264 -5427 -5427 NEW WORLD F2 P 2021-10-27 2023-05-30 224974 239666 -14692 -14692 WASHINGTON MUTUAL P 2021-10-27 2023-06-01 141557 125752 15805 15805 118461 490 2704 2704 2704 2526 2526 178 false false false false false false false true true WI true false false false false true HTTP://WWW.YAKICHFOUNDATION.ORG/ JAN DRZEWIECKI 4143697829 321 N 121ST ST SUITE 100 WAUWATOSA WI 53226 false false false false false false false false false false false false false true false false false false false false false JAN DRZEWIECKI 4983 S 22ND PL MILWAUKEE WI 53221 PRESIDENT/CH 000.00 60000 0 0 JAY YAKICH 1100 CHEROKEE ST APT 703 DENVER CO 80204 VICE PRESIDE 000.00 0 0 0 JAMES DUQUAINE 8220 HARWOOD AVE APT 717 WAUWATOSA WI 53213 TREASURER 000.00 0 0 0 NONE NONE N/A 4806021 247258 0 5053279 5053279 75799 4977480 248874 248874 2704 2704 246170 246170 246170 265568 265568 246170 54060 4223 58283 265568 246170 19398 77681 0 77681 54060 4223 19398 MARY ALICE YAKICH EDUCATIONAL FOUND 321 N 121ST ST SUITE 100 WAUWATOSA WI 53226 INFO@YAKICHFOUNDATION.ORG SEE ATTACHED EXHIBIT A APRIL 1 THE FOUNDATION PROVIDES SCHOLARSHIPS TO STUDENTS WHO DISPLAY ACADEMIC EXCELLENCE, SERVICE IN THE COMMUNITY, AND FINANCIAL NEED PRIMARILY TO ATTEND CATHOLIC SCHOOLS. THE FOUNDATION ALSO SUPPORTS OTHER EDUCATIONAL ENDEAVORS IN THE COMMUNITY INCLUDING EXEMPLARY TEACHERS AS WELL AS UNIQUE EDUCATIONAL PROJECTS. KASSIDY DANIELS 149 S 77TH ST MILWAUKEE WI 53214 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 KAY KISOLEK 6926 N 44TH ST MILWAUKEE WI 53223 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 MADYSEN JACOBS 2402 S 93RD ST WEST ALLIS WI 53227 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 CATHERINE MILLS 6514 W LLOYD ST WAUWATOSA WI 53213 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 4000 GRACE MENDENHALL 3469 S 37TH ST MILWAUKEE WI 53215 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 4000 RYAN CONWAY 1321 N 119TH ST WAUWATOSA WI 53226 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3500 SANTIAGO CRUZ 4222 W BARNARD AVE GREENFIELD WI 53221 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 ANTHONY EHLINGER 416 W WISCONSIN AVE PEWAUKEE WI 53072 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 JENNIFER KASAL 7312 W LINCOLN AVE WEST ALLIS WI 53219 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 HOPE MARTENS 2592 S 89TH ST WEST ALLIS WI 53227 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 MORGAN PARR S77 W18447 JANESVILLE RD MUSKEGO WI 53150 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3500 RILEY SULLIVAN 206 PRAIRIE DR WALWORTH WI 53184 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 TYLER KOTTKE-CHRISTENSEN W3769 PARKER DR LAKE GENEVA WI 53147 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 JAYDEN GARRATT 30820 JENNIE LANE BURLINGTON WI 53105 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 ALAN HOWELL N3184 VIOLET RD LAKE GENEVA WI 53147 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 LILY KEEKER 1033 S BEAUMONT AVE KANSASVILLE WI 53139 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 PAIGE KERKHOFF 280 SHENANDOAH CT BURLINGTON WI 53105 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 JOYLINE LAPLANDER 7612 N TICHIGAN RD WATERFORD WI 53185 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3500 TENLEY LOOS 29914 DURAND AVE BURLINGTON WI 53105 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3500 WILLIAM LEITING 23520 84TH PLACE SALEM WI 53168 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 MARLOWE WILSON 1125 E PINECREST LANE ELKHORN WI 53121 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 ABIGAIL LOWETZ 6925 SHAGBARK LANE BURLINGTON WI 53105 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 SOPHIA LOWETZ 6925 SHAGBARK LANE BURLINGTON WI 53105 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 MILO JOHNSON 9618 63RD ST KENOSHA WI 53142 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 CLAIRE GAGE 318 71ST ST KENOSHA WI 53143 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 GIANNA MANJARREZ 6518 25TH AVE KENOSHA WI 53143 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2750 ALEXIS SWANSON 6518 25TH AVE KENOSHA WI 53143 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2750 CHARLOTTE TOBALSKY 8440 82ND ST APT 107 PLEASANT PRARIE WI 53158 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 LUCAS JOHNSON 403 73RD ST KENOSHA WI 53143 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2666 LUCY JOHNSON 403 73RD ST KENOSHA WI 53143 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2667 KATHERINE JOHNSON 403 73RD ST KENOSHA WI 53143 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2667 ROSE AGNEW 4775 S 90TH ST GREENFIELD WI 53228 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3500 MARGARET WEINER 4679 N 108TH ST WAUWATOSA WI 53225 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3500 CAROLINA LOPEZ PENA 2736 S 15TH PLACE MILWAUKEE WI 53215 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 TRAVIS YAKICH 7833 STATE ROAD 38 CALEDONIA WI 53108 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 4000 ARTHUR MAHOLMES 4036 E ALLERTON AVE CUDAHY WI 53110 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 NADIA CHAMULAK 4305 S IOWA AVE SAINT FRANCIS WI 53235 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 STEVEN GUADALUPE 3151 S 24TH ST MILWAUKEE WI 53215 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 KAYLA KURTZ 2801 9TH AVE SOUTH MILWAUKEE WI 53172 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 4000 KENNEDY SCHULTZ 4140 S HERMAN ST MILWAUKEE WI 53207 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 ETHAN WENDORF 2507 LINCOLN RD KENOSHA WI 53143 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 JOSEPH WEINER 4679 N 108TH ST WAUWATOSA WI 53225 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 FERNANDA TEJEDA ESPINOSA 2913 S 9TH ST MILWAUKEE WI 53215 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 PAYTON TURCZYN 2801 9TH AVE SOUTH MILWAUKEE WI 53172 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 KYLEE ZARATE 3049 S 57TH ST MILWAUKEE WI 53219 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 MIREYA ESPARZA 3636 MONICA DR FRANKSVILLE WI 53126 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 ALLYSON MILLS 344 W DAYTON ST MADISON WI 53703 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 5000 EVETTE CANNESTRA-ZENK 2934 N 122ND ST WAUWATOSA WI 53222 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 ABBEY DAVIS 1538 N MARSHALL MILWAUKEE WI 53202 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 LAILA JACKSON 1430 N 119TH ST WAUWATOSA WI 53226 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 MARSHALL JONES 8428 W KEEFE AVE MILWAUKEE WI 53222 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 NINA MADISON 4129 W MARTINTON DR FRANKLIN WI 53132 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 CHARLOTTE WENTWORTH N85 W17706 ANN AVE MENOMONEE FALLS WI 53051 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 TY GARRATT 30820 JENNIE LANE BURLINGTON WI 53105 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 WYATT LEITING 23520 84TH PLACE SALEM WI 53168 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 JACOB LOWETZ 6925 SHAGBARK LANE BURLINGTON WI 53105 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2000 MAUREEN VANDERWERFF 3725 SALEM RD SALEM WI 53168 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 3000 BRIANNA BOLES 2130 BIRCH RD UNIT 103 KENOSHA WI 53140 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 GIANA GRABOT 2202 25TH AVE KENOSHA WI 53140 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 ISAAC PURDY 2938 CORNERSTONE WAY MOUNT PLEASANT WI 53403 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 1500 LUCKY CHAY 5624 N 27TH ST MILWAUKEE WI 53209 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 HUNTER GOE 1101A W FAIRFIELD CT GLENDALE WI 53217 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 JUAN PARRA 6115 S 39TH ST GREENFIELD WI 53221 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 EMMA CIESLIK 357 E GAUER CIR MILWAUKEE WI 53207 NONE NC EDUCATIONAL/SCHOLARSHIP GRANT 2500 ST JOAN ANTIDA HIGH SCHOOL 134 N CASS ST MILWAUKEE WI 53202 NONE NC CAREER PATHWAYS PROGRAM 10000 178500 1511 101543 118461 221515 221515 3 INTEREST, DIVIDENDS AND MUTUAL FUND CAPITAL GAIN 4 DISTRIBUTION INCOME FROM INVESTMENT OF THE FOUNDATION'S 8 ASSETS PROVIDE SCHOLARSHIPS TO STUDENTS WHO DISPLAY ACADEMIC EXCELLENCE, SERVICE IN THE COMMUNITY AND FINANCIAL NEED PRIMARILY TO ATTEND CATHOLIC SCHOOLS. THE FOUNDATION ALSO SUPPORTS OTHER EDUCATIONAL ENDEAVORS IN THE COMMUNITY INCLUDING EXEMPLARY TEACHERS AS WELL AS UNIQUE EDUCATIONAL PROJECTS. false false false false false false false false false false ACCOUNTING FEES 4915 4915 CAPITAL INCOME BUILDER AT COST 374515 415285 SMALLCAP WORLD AT COST 417927 508022 INTERMEDIATE BOND FUND OF AMERICA AT COST 99616 95926 WASHINGTON MUTUAL INVESTORS AT COST 801521 1020166 GROWTH FUND OF AMERICA AT COST 553866 745874 INVESTMENT COMPANY OF AMERICA AT COST 579249 761369 BOND FUND OF AMERICA AT COST 678005 618748 NEW WORLD CL FUND AT COST 64238 81655 AMERICAN CORP BOND AT COST 64296 52040 JOHN HANCOCK DISCIPLINED AT COST 418795 439098 SECUITY DEPOSIT - RENTAL OFFICE AT COST 600 600 DIVIDEND RECEIVABLE AT COST 2683 2683 AMERICAN STRATEGIC BOND AT COST 71770 70746 EUROPACIFIC AT COST 300635 308715 EXPENSES OFFICE 111 111 RENT 14400 14400 INSURANCE 994 994 UTILITIES 970 970 POSTAGE 116 116 WEB HOSTING 678 678 PROMOTION 257 257 FEDERAL WITHHOLDING 2228 1228 STATE WITHHOLDING 284 284 ADVISORY FEES 25469 25469 FOREIGN TAX PAID 1546 1546 PERSONAL PROPERTY TAX 37 37