2024-10-15T12:25:59-05:00 2023-11-30 391774588 VOGEL CONSULTING GROUP SC 3415 GATEWAY ROAD BROOKFIELD WI 53045 990PF 2022-12-01 203995376 TREFFERT FAMILY FOUNDATION TREF 2627904960 3415 GATEWAY ROAD BROOKFIELD WI 53045 WILLIAM TREFFERT EXECUTIVE 2627904960 2024-10-15 1 0 RHONA E VOGEL P00365916 2627904960 2022 2024-10-15 13:58:12Z X 11722402 X 2452212 702 702 76265 76265 327914 910947 327914 34552 34552 2891645 439433 0 0 0 15366 2116 0 23615 23615 0 38981 25731 0 430000 430000 468981 25731 430000 2422664 413702 40688 185733 185733 5949909 6341649 11536669 5990597 6527382 11722402 0 0 X 1738 1738 3922251 3922251 2066608 2603393 5990597 6527382 5990597 6527382 5990597 2422664 0 8413261 1885879 6527382 AP ENERGY K-1 ST P 25780 25780 25780 AP ENERGY K-1 LT P 73163 73163 73163 AP ENERGY 1231 P 50 -50 -50 SCHWAB CAPITAL GAINS-VANGAURD P 149955 161035 -11080 -11080 SCHWAB CAPITAL GAINS-ARTISAN P 433520 421832 11688 11688 SCHWAB CAPITAL GAINS P 228422 228422 228422 SCHWAB CAPITAL GAINS-ARTISAN P 107 116 -9 -9 327914 5750 0 5750 0 5750 4500 0 6700 0 11200 76 5374 5374 0 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 N/A VOGEL CONSULTING GROUP SC 2627904990 3415 GATEWAY ROAD BROOKFIELD WI 53045 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM T TREFFERT 3415 GATEWAY ROAD BROOKFIELD WI 53045 PRESIDENT/SECRETARY 0.50 0 0 0 SELMA P TREFFERT 3415 GATEWAY ROAD BROOKFIELD WI 53045 VICE-PRESIDENT/TREASURER 1.00 0 0 0 DAWN MYERS 3415 GATEWAY ROAD BROOKFIELD WI 53045 DIRECTOR 0.50 0 0 0 TODD TREFFERT 3415 GATEWAY ROAD BROOKFIELD WI 53045 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 11417308 84212 0 11501520 0 0 11501520 172523 11328997 566450 566450 5750 6498 12248 554202 0 554202 0 554202 430000 0 430000 554202 0 0 5086 88037 144403 237526 430000 0 0 0 430000 0 124202 124202 113324 0 0 0 0 0 0 0 113324 113324 X WISCONSIN LUTHERAN HIGH SCHOOL 330 GLENVIEW AVENUE MILWAUKEE WI 53213 CHARITABLE GIFTING 100000 WISCONSIN LUTHERAN COLLEGE 8800 W BLUEMOUND ROAD WAUWATOSA WI 53226 CHARITABLE GIFTING 200000 WINNEBAGO LUTHERAN ACADEMY 475 E MERRILL AVENUE FOND DU LAC WI 54935 CHARITABLE GIFTING 100000 OUR SAVIOR LUTHERAN CHURCH W299N5782 COUNTY ROAD EAST HARTLAND WI 53029 CHARITABLE GIFTING 30000 430000 0 14 702 76265 34552 18 327914 0 328616 110817 439433 4 FUNDS USED TO CONTINUE CHARITABLE GIFTS. 7 FUNDS USED TO CONTINUE CHARITABLE GIFTS. 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND SELMA TREFFERT 230 AUDUBON BLVD NAPLES FL 34110 2452212 X 1 GENERAC STOCK 2452212 2022-12-19 CAUSEWAY INTL FMV 556218 635030 GENERAC HOLDINGS INC FMV 722033 4040437 AMAZON FMV 48194 222057 BERKSHIRE HATHWAY FMV 87251 323640 CHARTER COMMUNICATIONS INC. FMV 62647 96431 MICROSOFT CORP. COM FMV 58427 562681 CARILLON EAGLE MID CAP GROWTH FMV 241550 379117 EDGEWOOD GROWTH INSTL FMV 407171 572121 FMI LARGE CAP AT COST 901461 772365 HARBOR SMALL CAP VALUE FMV 243989 275927 OSTERWEIS STRATEGIC FMV 346888 327576 PERMANENT PORTFOLIO FMV 537775 588201 T ROWE PRICE GROWTH STOCK FMV 388500 636625 VANGUARD INTERNATIONAL GROWTH FMV 164604 202781 VANGUARD SHORT-TERM INVESTMENT GRADE ADM FMV 474941 449070 AT MLP FUND LLC FMV 500000 722365 SANDALWOOD OVERSEAS FD SPC FMV 600000 730245 OTHER 1885879 AP ENERGY K-1 INVESTMENT INTEREST EXPENSE 857 857 0 AP ENERGY K-1 OTHER DEDUCTIONS 22728 22728 0 BANK FEES (BMO) 30 30 0 FROM K-1S (ROYALTIES) 1934 1934 1934 FROM K-1S (RENTAL) -17 -17 -17 FROM K-1S (OTHER INCOME) 781 781 781 FROM K-1S (ORDINARY BUSINESS INCOME) 31854 31854 31854 FOREIGN TAXES 2116 2116 0 TAX PAYMENTS 13250 0 0