2024-05-22T15:40:43-04:00 2023-12-31 391597990 MCMAHON - VELTUS SC 7033 WASHINGTON AVE STE 103 RACINE WI 534066524 990EZ 2023-01-01 391947746 CAROL M WILMER ENDOWMENT INC CARO 2627677409 344 TRAVELLERS RUN BURLINGTON WI 53105 DENNIS R LYNCH PRESIDENT 2627677409 2024-04-30 true DENNIS LYNCH XXX-XX-XXXX false ANTHONY JAROD POBST CPA P01875425 2628863536 2024-04-30 2023 2023-04-26 12:10:37Z X X N/A X X 28449 X 20000 8449 28449 28795 1030 79 29904 -1455 194422 13637 206604 X 185804 197625 8618 8979 194422 206604 194422 206604 X TO PROVIDE A PERPETUAL SOURCE OF FINANCIAL AID TO ST MARY'S GRADE SCHOOL, ST CHARLES GRADE SCHOOL AND ST JOHN'S GRADE SCHOOL, ALL OF BURLINGTON, WI.,THROUGH THE INCOME FROM THE CORPORATION'S INVESTMENTS PRIMARILY FOR THE PURPOSE OF FURNISHING SCHOLARSHIPS. TO PROVIDE A PERPETUAL SOURCE OF FINANCIAL AID TO ST MARY'S GRADE SCHOOL, ST CHARLES GRADE SCHOOL AND ST JOHN'S GRADE SCHOOL, ALL OF BURLINGTON, WI.,THROUGH THE INCOME FROM THE CORPORATION'S INVESTMENTS PRIMARILY FOR THE PURPOSE OF FURNISHING SCHOLARSHIPS. 28795 28795 DENNIS R LYNCH PRESIDENT 000.00 0 DAVID EDMUNDSON SECRETARY/TR 000.00 0 false false false false false false false false false LLOYD PHENICIE LYNCH & KELLY LLC 432 MILWAUKEE AVE BURLINGTON WI 53105 2627632451 false false false false false false false false false false false NONE NONE true X X 3 ST MARY'S GRADE SCHOOL ST MARY'S GRADE SCHOOL 390806246 2 true 2945 0 ST CHARLES GRADE SCHOOL ST CHARLES GRADE SCHOOL 390806372 2 true 2945 0 ST JOHN'S GRADE SCHOOL ST JOHN'S GRADE SCHOOL 390833614 2 true 2905 0 3 8795 0 true false false false false false false false false false false false false false false true true false 0 0 0 0 0 1174 0 0 179554 6250 9417 195221 0 0 195221 2928 192293 6730 0 6730 0 0 6730 6730 0 6730 0 0 0 0 0 0 0 0 6730 0.000000000000 6730 0 0 6690 8109 0 0 14799 0 6730 0 8069 0 0 0 0 0 8069 0 8069 0 0 0 FORM 990-EZ, PART I, LINE 16 EXPENSES 79 TOTAL 79 FORM 990-EZ, PART I, LINE 20 CHANGE IN UNREALIZED GAIN/LOSS 13,637 CHANGE IN UNREALIZED GAIN/LOSS 0 FORM 990-EZ, PART II, LINE 24 AXA ANNUITY 8,618 8,979 TOTAL 8,618 8,979 FORM 990-EZ, PART III TO PROVIDE A PERPETUAL SOURCE OF FINANCIAL AID TO ST MARY'S GRADE SCHOOL, ST CHARLES GRADE SCHOOL AND ST JOHN'S GRADE SCHOOL, ALL OF BURLINGTON, WI.,THROUGH THE INCOME FROM THE CORPORATION'S INVESTMENTS PRIMARILY FOR THE PURPOSE OF FURNISHING SCHOLARSHIPS. FORM 990-EZ, PART III, LINE 28 TO PROVIDE A PERPETUAL SOURCE OF FINANCIAL AID TO ST MARY'S GRADE SCHOOL, ST CHARLES GRADE SCHOOL AND ST JOHN'S GRADE SCHOOL, ALL OF BURLINGTON, WI.,THROUGH THE INCOME FROM THE CORPORATION'S INVESTMENTS PRIMARILY FOR THE PURPOSE OF FURNISHING SCHOLARSHIPS.