2024-05-09T14:33:22-05:00 2023-12-31 FOLEY & LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 990PF 2023-01-01 396511776 PHYLLIS & WALTER MALZAHN CHARITABLE TRUST C/O GEORGE DIONISOPOULOS FOLEY & LARDNER LLP % GEORGE A DIONISOPOULOS PHYL 4142975750 777 E WISCONSIN AVE SUITE 3500 MILWAUKEE WI 532025367 GEORGE DIONISOPOULOS TRUSTEE 4142712400 2024-05-09 true GEORGE DIONISOPOULOS XXX-XX-XXXX true EMMALINE S JURGENA P02299102 4142712400 2024-05-08 3 2023 2023-04-26 12:10:37Z X 1920870 X 0 X 1461 1461 42444 42444 -5868 215188 0 38037 43905 10500 10500 728 728 195 195 11423 728 10695 111000 111000 122423 728 121695 -84386 43177 122 27950 26517 26517 725430 634347 1329295 637198 645450 565058 1390700 1306314 1920870 0 0 X 1390700 1306314 1390700 1306314 1390700 -84386 1306314 1306314 PRUDENTIAL GLOBAL TOTAL RETURN P 2022-02-16 2023-02-09 21725 26510 -4785 -4785 SEE ATTACHED SCHEDULE P 2020-01-01 2023-12-31 189961 194546 -4585 -4585 CAPITAL GAIN DIVIDENDS P 3502 CAPITAL GAIN DIVIDENDS P 3502 -5868 600 600 600 1773 0 1773 1173 1173 false false false false false false false true true WI true false false false false true GEORGE A DIONISOPOULOS 4142975750 777 E WISCONSIN AVENUE MILWAUKEE WI 532025306 false false false false false false false false false false false false false false false false false false false GEORGE A DIONISOPOULOS 777 E WISCONSIN AVE SUITE 3500 MILWAUKEE WI 532025306 TRUSTEE 0 10500 0 0 1852098 32899 0 1884997 0 1884997 28275 1856722 92836 92836 600 600 92236 92236 92236 121695 0 0 0 0 121695 92236 0 2021 2020 2019 0 3668 96266 99934 121695 0 92236 29459 129393 0 0 0 0 129393 3668 96266 29459 NONE NONE X SEE ATTACHED SCHEDULE C/O FOLEY LARDNER LLP 777 E WISCONSIN AVE SUITE 3500 MILWAUKEE WI 53202 NONE PC UNRESTRICTED 111000 111000 14 1461 14 42444 18 -5868 38037 38037 false false false false false false false false false false SEE ATTACHED SCHEDULE 645450 565058 SEE ATTACHED SCHEDULE 634347 1329295 REIMB. OF ATTY DISBURSEMENTS 195 195 2002 EXCISE TAX REFUND INVESTMENT COUNSEL FEE 728 728 EXCISE TAXES - BALANCE DUE EXCISE TAXES - ESTIMATE