2024-11-08T10:23:34-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990PF 2023-07-01 261385752 GEOFF AND KELLY CROWLEY FAMILY FOUNDATION INC GEOF 9204507545 2416 E HIGHPOND CROSSING APPLETON WI 54913 GEOFFREY T CROWLEY CHAIRMAN 9204507545 2024-10-25 1 1 RONALD ALTENBURG P00040624 9207318111 2024-10-24 2023 2024-10-15 13:58:12Z X 5091701 X 254954 138178 138178 104776 905103 342905 134 134 498042 481217 0 0 0 6365 3182 3183 15522 15522 0 5626 1533 0 27513 20237 3183 464400 464400 491913 20237 467583 6129 460980 80787 34853 34853 1259057 1230488 1185071 95342 173893 173455 2155977 2158058 3698322 3591163 3597292 5091701 0 0 X 3557711 3557711 0 0 33452 39581 3591163 3597292 3591163 3597292 3591163 6129 0 3597292 0 3597292 PUBLICLY TRADED SECURITIES 570563 522264 48299 48299 PUBLICLY TRADED SECURITIES 21840 23109 -1269 -1269 PUBLICLY TRADED SECURITIES 251924 16825 235099 235099 CAPITAL GAINS DIVIDENDS P 60776 60776 60776 342905 6408 0 6408 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LANPHEER-CROWLEY SARAH HEILIG X APPLETON EDUCATION FOUNDATION 122 E COLLEGE AVE STE 1-B APPLETON WI 54911 SO EDUCATION 20000 BIGHORN CARES 255 PALOWET DRIVE PALM DESERT CA 92260 PC FUNDS SPECIFIC PROJECTS OF LOCAL NON-PROFIT ORGANIZATIONS 15000 CASA OF THE FOX CITIES 1500 N CASALOMA DR STE 200 APPLETON WI 54913 PC TO ASSIST ABUSED AND NEGLECTED CHILDREN. 50000 COMMUNITY CLOTHES CLOSET 1465B OPPORTUNITY WAY MENASHA WI 54952 PC PROVIDES CLOTHING TO NEEDY FAMILIES. 10000 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION 4455 W LAWRENCE ST APPLETON WI 54914 PC ASSISTANCE TO AREA NONPROFITS 10000 GREATER FOX CITIES AREA HABITAT FOR HUMANITY 921 MIDWAY RD MENASHA WI 54952 PC PROVIDE HOUSING 25000 HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 W FIFTH STREET APPLETON WI 54914 PC ASSISTANCE TO FAMILIES 25000 LEAVEN INC 1475 OPPORTUNITY WAY MENASHA WI 54952 PC ASSISTANCE TO FAMILIES IN FINANCIAL NEED 5000 NEWVOICES INC 111 W COLLEGE AVE FL 4 APPLETON WI 54911 PC PROVIDE MUSIC TO THE PUBLIC 2500 OUTAGAMIE HISTORICAL SOCIETY 330 EAST COLLEGE AVENUE APPLETON WI 54911 PC EDUCATION 141000 PILLARS 605 E HANCOCK ST APPLETON WI 54911 PC PROVIDE SUPPORT FOR HOUSING PROGRAMS 25000 ST THOMAS MORE PARISH 1810 N MCDONALD ST APPLETON WI 54911 PC STEWARDSHIP APPEAL 5000 XAVIER CATHOLIC SCHOOLS 101 E NORTHLAND AVENUE APPLETON WI 54911 PC SCHOOL GENERAL EXPENSES 99900 SAVING PAWS ANIMAL RESCUE INC PO BOX 362 APPLETON WI 54912 PC ANIMAL RESCUE 10000 DAY BY DAY WARMING SHELTER INC 449 HIGH AVE OSHKOSH WI 54901 PC TEMPORARY SHELTER FOR VULNERABLE ADULTS 1000 CLAY STREET TABLE 1314 SW PARK AVENUE PORTLAND OR 97201 PC MEAL SERVICES 5000 THE LEUKEMIA AND LYMPHOMA SOCIETY INC 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PC ASSISTANCE FOR LEUKEMIA AND LYMPHOMA RESEARCH 10000 FOOD IN NEED OF DISTRIBUTION INC (DBA FIND FOOD BANK) 83775 CITRUS AVENUE INDIO CA 92201 PC TO FIGHT HUNGER 5000 464400 0 14 138178 14 134 18 104776 0 243088 0 243088 0 0 0 0 0 0 0 0 0 0 X X 1 GEOFFREY T CROWLEY 2416 E HIGHPOND CROSSING APPLETON WI 54913 254283 X X 1 14 SHRS AVGO, 128 SHRS ILY, 3 SHRS NTRS, 197 SHRS NVDA, 282 SHRS AAPL, 2 SHRS AZO, 19 SHRS DHI, 1 SH 254183 2023-11-09 ACCTG FEES 6365 3182 3183 MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD IBOXX 3 YR TARGET 74491 71690 MFC ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF 99402 101765 1230488 1185071 0 0 MFB NORTHERN FUNDS STOCK INDEX FD AT COST 640649 1704378 MFC ISHARES TR RUSSELL 1000 ETF AT COST 195075 252611 MFC SPDR S&P 500 ETF TRUST UNITS SER 1 S&P AT COST 87911 260432 MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX AT COST 144959 175441 MFB NORTHERN FUNDS SMALL CAP INDEX FD AT COST 61444 67168 MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP AT COST 64308 92721 MFC ETF I SHARES MSCI EAFE AT COST 200491 246740 MFO MFS INSTL INTL EQUITY FD AT COST 333192 375843 MFB NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX AT COST 51142 65391 MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS CORE EQUITY PORT AT COST 52382 71189 MFO FIDELITY ADVISOR SER VIII EMERGING MKTS FD CL I AT COST 55114 61895 MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX AT COST 68905 84519 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD AT COST 14296 26170 MFO DFA INVT DIMENSIONS GROUP INC REAL ESTATE SECS PORTFOLIO AT COST 39668 38332 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD AT COST 146524 175492 ACCRUED INCOME AT COST 1998 0 OTHER INCOME 134 134 134 INVESTMENT MANAGEMENT FEE 15522 15522 0 FEDERAL TAXES 4093 0 0 FOREIGN TAXES 1533 1533 0