2024-11-14T16:06:24-06:00 2023-12-31 390758449 WIPFLI LLP PO BOX 12237 GREEN BAY WI 543072237 990PF 2023-01-01 208080585 EPPSTEIN UHEN TENNESSEN FOUNDATION INC EPPS 4142715350 333 EAST CHICAGO STREET MILWAUKEE WI 53202 ANGELA KING TREASURER 4142715350 2024-11-14 1 1 JARED HEIMERL CPA P01642148 9206620016 2024-11-14 2023 2024-10-15 13:58:12Z X 3026489 X 154706 22 22 77584 77584 14369 49402 14369 126315 0 372996 91975 0 0 0 2205 1103 1102 5393 5393 0 679 0 0 41473 0 41473 49750 6496 42575 106750 106750 156500 6496 149325 216496 85479 173334 311374 311374 332411 322023 322023 1270 1553 1270 1270 1125 975 975 990491 1040939 1182223 1209146 1247975 1208624 2708060 2924556 3026489 0 0 X 0 0 0 0 2708060 2924556 2708060 2924556 2708060 2924556 2708060 216496 0 2924556 0 2924556 CHARLES SCHWAB ST ISHARES RUSSELL 2022-07-29 2023-02-15 7304 6998 306 306 CHARLES SCHWAB LT ISHARES RUSSELL 2021-06-18 2023-02-15 24220 28035 -3815 -3815 CAPITAL GAINS DIVIDENDS P 17878 17878 17878 14369 1188 0 1188 0 1188 828 0 0 0 828 X 0 360 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 EUA.COM/BDBT/ EPPSTEIN UHEN ARCHITECTS CO ANGELA KING 4142715350 333 EAST CHICAGO STREET MILWAUKEE WI 53202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREG UHEN 333 EAST CHICAGO STREET MILWAUKEE WI 53202 PRESIDENT/DIRECTOR 0.50 0 0 0 SAM EPPSTEIN 333 EAST CHICAGO STREET MILWAUKEE WI 53202 DIRECTOR 0.50 0 0 0 RICH TENNESSEN 333 EAST CHICAGO STREET MILWAUKEE WI 53202 VICE PRESIDENT/DIRECTOR 0.50 0 0 0 ANGELA KING 333 EAST CHICAGO STREET MILWAUKEE WI 53202 TREASURER 0.50 0 0 0 NONE 0 NONE 0 0 2206531 512986 0 2719517 0 0 2719517 40793 2678724 133936 133936 1188 1188 132748 0 132748 0 132748 149325 0 149325 132748 0 0 96569 46737 28762 172068 149325 0 0 0 132748 16577 0 0 188645 0 0 0 0 0 0 96569 92076 46737 28762 16577 GREG UHEN SAM EPPSTEIN RICH TENNESSEN ANGELA KING X FOSTER THE VILLAGE 1440 DIVISION ST GREEN BAY WI 54303 NONE PC PROGRAM SUPPORT - GRANT 1 OF 2 10000 MAYDM 203 S PATERSON STREET SUITE 400 MADISON WI 53703 NONE PC PROGRAM SUPPORT - GRANT 1 OF 2 10000 UVM FOUNDATION INC 1440 E NORTH AVE MILWAUKEE WI 53202 NONE PC SCHOLARSHIP 4 OF 5 5000 GOODMAN COMMUNITY CENTER 149 WAUBESA ST MADISON WI 53704 NONE PC PLEDGE 5 OF 5 5000 SP MILWAUKEE PROPCOL LLC 1555 N RIVERCENTER DR SUITE 100 MILWAUKEE WI 53212 NONE PC PROGARM SUPPORT 6000 BOYS AND GIRLS CLUBS OF DANE COUNTY 5215 VERONA ROAD FITCHBURG WI 53713 NONE PC PROGRAM SUPPORT 15750 BOYS AND GIRLS CLUBS OF GREATER MILWAUKEE 1558 N 6TH ST MILWAUKEE WI 53212 NONE PC PROGRAM SUPPORT 35000 BOYS AND GIRLS CLUBS OF METRO DENVER 2017 W 9TH ST DENVER CO 80204 NONE PC PROGRAM SUPPORT 5000 BOYS AND GIRLS CLUBS OF THE BAY & LAKES REGION 1451 UNIVERSITY AVE GREEN BAY WI 54302 NONE PC PROGRAM SUPPORT 5000 BOYS & GIRLS CLUBS OF METRO ATLANTA 2880 DREDEN DRIVE CHAMBLEE GA 30341 NONE PC PROGRAM SUPPORT 5000 BOYS & GIRLS CLUBS OF THE FOX VALLEY 160 S BADGER AVE APPLETON WI 54914 NONE PC PROGRAM SUPPORT 5000 106750 0 14 22 14 77584 18 14369 01 126315 0 218290 0 218290 0 0 0 0 0 0 0 0 0 0 X X 1 EPPSTEIN UHEN ARCHITECTS INC 333 EAST CHICAGO STREET MILWAUKEE WI 53202 100000 X 2 RICH TENNESSEN N54W21027 CARTERS CROSSING CIR MENOMONEE FALLS WI 53051 11300 X 3 DOUG PAGE 1024 HOKS RIDGE LN DE PERE WI 54115 5000 X 4 TJ MORLEY AND RENEE KUBESH 1850 DYNNA DR GRAFTON WI 53024 10000 X TAX PREPARATION FEES 2205 1103 1102 DODGE & COX INCOME FUND 250513 233582 DOUBLELINE TOTAL RETURN BD FD 250899 213383 BAIRD AGGREGATE BOND INS 249985 220391 HARBOR LARGE CAP VALUE I 250418 277648 JPMORGAN HEDGED EQUITY A 120367 138480 TIAA-CREF REAL ESTATE SE 125793 125140 VANGUARD S&P 500 ETF 218312 302747 T ROWE PRICE INST LARGE CAP GWTH 56883 107809 T ROWE PRICE MID-CAP GROWTH 2640 5002 VANGUARD FTSE ALL WORLD 125056 139293 VANGUARD FTSE EMERGING 45053 38195 ISHARES RUSSELL 2000 35449 36697 AMERICAN FUNDS NEW WORLD 46195 39680 CONGRESS MID CAP GROWTH 73330 56442 DFA US SMALL CAP VALUE 37281 38542 DODGE & COX INTERNATIONAL 124630 136411 T ROWE PRICE MID-CAP VA 71876 66729 SCHWAB US DIVIDEND 204234 214676 BIKE RIKE FUNDRAISER: FOOD & ENTERTAINMENT 12351 0 12351 BIKE RIDE FUNDRAISER: EVENT LOCATION 975 0 975 BIKE RIDE FUNDRAISER: SUPPLIES 16038 0 16038 BIKE RIDE FUNDRAISER: SHIRTS & JERSEYS 10431 0 10431 BANK FEE 705 0 705 WEBSITE FEES 715 0 715 MISCELLANEOUS EXPENSES 258 0 258 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 126315 126315 INVESTMENT ADVISORY FEES 5393 5393 0 TAXES 679 0 0