2024-10-11T03:40:20-00:00 2023-11-30 391631129 Cleary Management Corporation 509 2nd Street North Suite 201 La Crosse WI 54601 990PF 2022-12-01 391426785 CLEARY-KUMM FOUNDATION INC % Haley R Ondell CLEA 6087837500 509 2nd Street North STE 201 La Crosse WI 54601 Sandra G Cleary Vice President 6087837500 2024-10-11 false Sandra G Cleary XXX-XX-XXXX 6087837500 2024-10-11 2022 2024-10-15 13:58:12Z X 17434241 X 23341 23341 489516 489516 1111700 2482722 1111700 1624557 1624557 14551 87257 71147 11591 101808 71147 11591 882045 882045 983853 71147 893636 640704 1553410 -461423 5406 5406 532746 35609 35609 4579225 5218809 14415564 2701611 2733039 2977662 7352159 7992863 17434241 0 7352159 7992863 7352159 7992863 7352159 7992863 7352159 640704 7992863 7992863 3.219 shares of Conestoga Small Cap Instl CL P 2022-12-06 2022-12-07 198 203 -5 -5 115.431 shares of Fidelity Mid Cap Index Instl Premium CL P 2021-12-20 2022-12-07 3088 3565 -477 -477 65.732 shares of Fidelity Mid Cap Index Instl Premium CL P 2021-12-20 2022-12-07 1758 2030 -272 -272 38.706 shares of Fidelity Mid Cap Index Instl Premium CL P 2021-12-20 2022-12-07 1035 1195 -160 -160 233.071 shares of Fidelity Mid Cap Index Instl Premium CL P 2022-03-22 2022-12-07 6235 7015 -780 -780 182.942 shares of Mainstay Epoch US Equity Yield CL I P 2022-03-22 2022-12-07 3628 3739 -111 -111 129.133 shares of T Rowe Price Instl Intl Concentrated Equity P 2021-12-20 2022-12-07 1401 1515 -114 -114 93.915 shares of T Rowe Price Instl Intl Concentrated Equity P 2021-12-20 2022-12-07 1019 1102 -83 -83 61.18 shares of T Rowe Price Dividend Growth CL I P 2022-03-22 2022-12-07 4101 4300 -199 -199 1.002 shares of T Rowe Price Dividend Growth CL I P 2022-03-30 2022-12-07 67 72 -5 -5 24 shares of Sector Energy Select Sector SPDR ETF P 2022-06-22 2022-12-07 2061 1770 291 291 27 shares of Select Utilities Select Sector SPDR ETF P 2022-03-22 2022-12-07 1930 1911 19 19 40.85 shares of Vanguard Value Index Admiral CL P 2022-06-23 2022-12-07 2268 2072 196 196 40.387 shares of Vanguard Value Index Admiral CL P 2022-09-23 2022-12-07 2242 2033 209 209 190 shares of Select Utilities Select Sector SPDR ETF P 2022-03-22 2023-02-07 12872 13451 -579 -579 670 shares of Neogen Corp P 2022-08-26 2023-01-27 13239 13727 -488 -488 28 shares of Call SPDR SP Midcap 400 475 Exp 03-17-23 P 2023-01-09 2023-03-17 28434 28434 28434 61 shares of Call Ishares Russell 185 Exp 06-16-23 P 2023-04-27 2023-01-09 61104 6244 54860 54860 38 shares of Call SPDR Dow Jones Ind 350 Exp 06-16-23 P 2023-01-09 2023-06-16 46284 46284 46284 36 shares of Call Verizon commns Inc 37 Exp 06-16-23 P 2023-05-02 2023-06-16 5584 5584 5584 36.964 shares of Conestoga Small Cap Instl CL P 2022-12-06 2023-07-13 2648 2329 319 319 15.452 shares of Mainstay Epoch US Equity Yield CL I P 2022-10-03 2023-07-13 304 268 36 36 35.507 shares of Mainstay Epoch US Equity Yield CL I P 2022-10-13 2023-07-13 699 699 16.044 shares of Mainstay Epoch US Equity Yield CL I P 2022-12-13 2023-07-13 316 316 13.435 shares of Mainstay Epoch US Equity Yield CL I P 2023-04-03 2023-07-13 265 254 11 11 13.559 shares of Mainstay Epoch US Equity Yield CL I P 2023-07-03 2023-07-13 267 265 2 2 2.564 shares of T Rowe Price Dividend Growth CL I P 2022-09-29 2023-07-13 175 157 18 18 18.242 shares of T Rowe Price Dividend Growth CL I P 2022-12-14 2023-07-13 1243 1209 34 34 2.761 shares of T Rowe Price Dividend Growth CL I P 2022-12-14 2023-07-13 188 183 5 5 97.483 shares of T Rowe Price Dividend Growth CL I P 2023-02-07 2023-07-13 6643 6506 137 137 2.55 shares of T Rowe Price Dividend Growth CL I P 2023-03-30 2023-07-13 174 163 11 11 2.887 shares of T Rowe Price Dividend Growth CL I P 2023-06-29 2023-07-13 197 193 4 4 75 shares of Sector Energy Select Sector SPDR ETF P 2023-02-07 2023-07-13 6293 6463 -170 -170 20 shares of Call Ecolab170 Expire 07-21-23 P 2023-07-21 2023-01-04 13023 38431 -25408 -25408 15 shares of Call Ecolab170 Expire 07-21-23 P 2023-07-21 2023-01-09 9628 28824 -19196 -19196 200000 shares of Stifel Smart Rate Stifel Bank Trust P 2023-04-17 2023-09-15 200000 200000 0.38 shares of Stifel Smart Rate Stifel Bank Trust P 2023-04-26 2023-09-15 192.96 shares of Stifel Smart Rate Stifel Bank Trust P 2023-04-26 2023-09-15 193 193 725.63 shares of Stifel Smart Rate Stifel Bank Trust P 2023-05-26 2023-09-15 726 726 703.99 shares of Stifel Smart Rate Stifel Bank Trust P 2023-06-26 2023-09-15 704 704 779.36 shares of Stifel Smart Rate Stifel Bank Trust P 2023-07-26 2023-09-15 779 779 835.12 shares of Stifel Smart Rate Stifel Bank Trust P 2023-08-28 2023-09-15 835 835 35 shares of Call Invesco QQQ Ser I 290 Exp 09-15-23 P 2023-09-15 2023-01-09 68700 283030 -214330 -214330 19 shares of Call Ishares SP 100 ETF 191 Esp 09-15-23 P 2023-09-15 2023-05-03 15945 36215 -20270 -20270 61 shares of Call Ishares Russell 180 Exp 10-20-23 2000 Index Fund P 2023-09-26 2023-04-28 55515 12200 43315 43315 15 shares of Call Boeing Company 240 Exp 11-17-23 - 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except contributions are not made directly to individuals Alex's Lemonade Stand Foundatio for Childhood Cancer Wynnewood PA 19096 PC Donation 1000 Alzheimer's Association 7900West 78th Street Suite 100 Minneapolis MN 55439 PC Donation 2000 American Players Theatre PO Box 819 Spring Green WI 53588 PC Annual Gift 250 American Red Cross 4860 Sheboygan Ave Madison WI 53705 PC Memory La Vonne Zietlow 500 American Red Cross 4860 Sheboygan Ave Madison WI 53705 PC Donation 35000 American Red Cross 4860 Sheboygan Ave Madison WI 53705 PC Donation 15000 American Red Cross 4860 Sheboygan Ave Madison WI 53705 PC Donation 11000 APTIV Foundation 3000 South Avenue La Crosse WI 54601 PC Donation for Oktoberfest Team 1000 Aquinas Foundation 315 11th St S La Crosse WI 54601 PC Memorial - Elaine Bonsack 300 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 PC 27th Annual Lawn Social 1000 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 PC Enchanted Forest Welcome Sponsorship 250 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 PC 20th Annual Golf Outing for Scouting Sponsorship 1000 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 PC Operating Expenses 10000 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 PC Honor Hometown Heroes 515 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 PC Troop 11 1000 Boys & Girls Club of Milwaukee 1558 N 6th St Milwaukee WI 53212 PC Donation 1000 Other Contributions PO Box 91 La Crosse WI 54601 PC 2023 Wall of Fame 150 Other Contributions PO Box 91 La Crosse WI 54601 PC Hole Sponsor 250 Boys & Girls Club of La Crosse PO Box 91 La Crosse WI 54601 PC Donation 1000 -SPLIT- PO Box 91 La Crosse WI 54601 PC Donation 30000 Other Contributions PO Box 91 La Crosse WI 54601 PC Onalaska Boys Girls Club 150000 Operating Budget PO Box 91 La Crosse WI 54601 PC Donation 15000 Other Contributions 207 5th Avenue South La Crosse WI 54601 PC Operating Expense 10000 Children Museum of La Crosse 207 5th Avenue South La Crosse WI 54601 PC Donation 1000 Clean Wisconsin 634 W Main St 300 Madison WI 53703 PC Donation 1000 Coulee Region Humane Society 911 Critter Court Onalaska WI 54650 PC Memorial - Lewis S. Reingold 500 Coulee Region Humane Society 911 Critter Court Onalaska WI 54650 PC Donation 1000 Coulee Region Humane Society 911 Critter Court Onalaska WI 54650 PC Donation 10000 Coulee Region RSVP 2920 East Avenue S Ste 104 La Crosse WI 54601 PC Donation 1000 DARE and GREAT 400 La Crosse Street La Crosse WI 54601 PC Donation 5000 Delta Zeta Foundation PO Box 6491 Dept 327 Indianapolis IN 462066491 PC Donation 250 Drift Share Inc c/o Jacob Sciammas La Crosse WI 54602 PC Donation 10000 English Lutheran Church 1509 King Street La Crosse WI 54601 PC Memorial - John H Monson 500 Family & Childrens Center 1707 Main Street La Crosse WI 54601 PC Matching Challenge Grant 10000 Operating Budget 233 West Avenue South La Crosse WI 54601 PC Donation - Gail Cleary 20000 Operating Budget 233 West Avenue South La Crosse WI 54601 PC Donation - Sandra Cleary 5000 Operating Budget 233 West Avenue South La Crosse WI 54601 PC Donation - Kristine Cleary 1000 Florida Oceanographic Society 890 NE Ocean Boulevard Stuart FL 34996 PC Membership 250 Franciscan Spirituality Center 920 Market Street La Crosse WI 54601 PC 6th Annual Art Dash 500 French Island Lion's Club c/o Jane Brian Hanson La Crosse WI 54603 PC 21st Annual Run/Walk Fundraiser Sponsor 200 Friends of McGilvray Road PO Box 2976 La Crosse WI 546022976 PC Donation 1000 Friends of Riverside Park Found c/o Kate Kroll Parks Recreation Dep La Crosse WI 54601 PC Memorial - Jim Webb 500 Friends of Riverside Park Found c/o Kate Kroll Parks Recreation Dep La Crosse WI 54601 PC 07-13-23 Moon Tunes Solid Gold Sponsorship 2500 Friends of Riverside Park Found c/o Kate Kroll Parks Recreation Dep La Crosse WI 54601 PC Hilltop Pavilion Shelter 25000 Girl Scouts of Wis Badgerland Attn Development Madison WI 53718 PC Donation 2000 Great Rivers United Way Inc 1855 E Main Street Onalaska WI 54650 PC Annual Gift 17000 Great Rivers United Way Inc 1855 E Main Street Onalaska WI 54650 PC Annual Gift 16500 Great Rivers United Way Inc 1855 E Main Street Onalaska WI 54650 PC Annual Gift 16500 Grow La Crosse PO Box 1241 La Crosse WI 54602 PC Donation 500 Other Contribtuion 1836 South Avenue La Crosse WI 54601 PC Drive for Hope Eagle Sponsor 1000 Other Contribtuion 1836 South Avenue La Crosse WI 54601 PC Memory - Donald W DeBoer 500 Stepping Out in Pink 1836 South Avenue La Crosse WI 54601 PC Steppin Out in Pink-Platinum Sponsorship 7000 Stepping Out in Pink 1836 South Avenue La Crosse WI 54601 PC Steppin Out in Pink/Breast Cancer Research 1000 Other Contribtuion 1836 South Avenue La Crosse WI 54601 PC Gratefully Gundersen 80 Horsesense Special Riders PO Box 906 La Crosse WI 54602 PC Scholarship Program 1000 Impact 100 Greater Milwaukee PO Box 1061 Brookfield WI 53008 PC Annual Membership Dues 1100 International Owl Center 126 E Cedar St Houston MN 55943 PC World Owl Converence 300 Irishfest La Crosse WI PO Box 215 La Crosse WI 546020215 PC Sponsorship - Celtic Club 200 Jane's Journey Home for Dogs E12367 County W Baraboo WI 53913 PC Donation 500 Jane's Journey Home for Dogs E12367 County W Baraboo WI 53913 PC Donation 1000 Joe Was Just Joe Foundation 2026 Barnabee Road La Crosse WI 54601 PC Donation 500 Kellogg E M B A Program Office of Advancement Evanston IL 60201 PC Donation - Kristine Cleary 2500 La Crosse City Vision Found PO Box 175 La Crosse WI 546020175 PC Lamplight Investor/Membership 1000 Other Contributions 401 Main Street La Crosse WI 54601 PC La Crosse Jazz Orchestra 200 La Crosse County Historical Soc 145 West Avenue South La Crosse WI 54601 PC Heritage Circle Membership 1000 La Crosse Kiwanis Club PO Box 61 La Crosse WI 546020061 PC Special Day for Special People 500 La Crosse Promise Foundation PO Box 2394 La Crosse WI 546022394 PC La Crosse High School Future Center Support 5000 La Crosse Public Library 800 Main Street La Crosse WI 54601 PC Memorial-William James Chamberlain 100 La Crosse Skyrockers PO Box 2223 La Crosse WI 54602 PC Donation 1000 La Crosse Symphony Orchestra 201 Main Street Suite 230 La Crosse WI 54601 PC Conductor Wannabe Contest 2023 500 La Crosse Symphony Orchestra 201 Main Street Suite 230 La Crosse WI 54601 PC Conductor Wannabe Contest 2023 500 La Crosse Symphony Orchestra 201 Main Street Suite 230 La Crosse WI 54601 PC Conductor Wannabe Contest 2023 500 La Crosse Thanksgiving Dinner PO Box 662 La Crosse WI 546020662 PC Donation 5000 Living for Liz 1415 Cedar Drive La Crescent MN 55947 PC Donation 1000 Logan High School Yearbook Attn Principal La Crosse WI 54603 PC Yearbooks 500 Lurie Children's Foundation Attn Lurie Childrens Marathon Team Chicago IL 606112991 PC Donation 1000 Regular Contribution 700 College Drive Decorah IA 521011043 PC Donation 5000 Marquette High School jAttn Donations Milwaukee WI 53208 PC Memory of Greg Ruidl 250 Marquette Law Women Scholarship PO Box 1881 Milwaukee WI 532011881 PC Marquette Law Womens Scholarship 15000 Mayo Clinic Mayo Clinic Rochester MN 55905 PC Annual Donation 40000 Milwaukee Homeless Veterans Ini c/o The Sigma Group Milwaukee WI 53233 PC Milwaukee Urban Eco-athlon 300 Milwaukee Rep Associated Bank Theater Center Milwaukee WI 53202 PC Donation 5000 Minnesota Public Radio Membership Saint Paul MN 554860294 PC Annual Membership 100 Mississippi Valley Conservancy PO Box 2611 La Crosse WI 54602 PC Annual Membership Renewal 500 Mobile Meals of La Crosse 2600 Quarry Road La Crosse WI 54601 PC Donation 500 National Fire Safety Council La Crosse Fire Department La Crosse WI 54601 PC Fire Safety Education 250 Natural Res Defense Council Natural Resources Defense Council Merrifield VA 221168030 PC Annual Membership 500 New Horizons Shelter & Outreach Executive Director La Crosse WI 54601 PC Galentines Brunch 300 Norskedalen PO Box 235 Coon Valley WI 54623 PC Annual Donation 500 North Presbyterian Church 1327 N Salem Road La Crosse WI 54601 PC Memorial-Rev. Allan W. Townsend 250 Northwestern Athletic Departmen Alumni Relations and Development Evanston IL 602084410 PC Annual Alumni Gift - Sara Coffey 1500 Oktoberfest USA Gemutlichkeit PO Box 1716 La Crosse WI 546021716 PC Memorial - Al Becker 300 Oktoberfest USA Gemutlichkeit PO Box 1716 La Crosse WI 546021716 PC Memorial-Rev. Allan W. Townsend 250 Oktoberfest USA Gemutlichkeit PO Box 1716 La Crosse WI 546021716 PC Memorial - Donna Guepfer 750 Oktoberfest USA Gemutlichkeit PO Box 1716 La Crosse WI 546021716 PC Miss La Crosse Oktoberfest Scholarship 500 PBS Wisconsin-Public Television Friends of PBS Wisconsin Inc Madison WI 53708 PC Annual Membership 500 Preservation Alliance of LaX 119 King Street La Crosse WI 54601 PC 50 - Landmark Ornaments 800 Preservation Alliance of LaX 119 King Street La Crosse WI 54601 PC Membership 250 Pump House Regional Arts Center 119 King Street La Crosse WI 54601 PC Art Angel Membership 1000 Raise the Roof UCC United Community Center Milwaukee WI 53204 PC Donation 10000 Riverfest Inc Attn Sponsorship Director La Crosse WI 546021745 PC Commander Level Sponsorship 1500 Rotary International Foundation 14280 Collections Center Drive Chicago IL 60693 PC Donation 1000 Rotary Lights PO Box 215 La Crosse WI 546020215 PC Donation 2500 Schlitz Audubon Nature Center 111 East Brown Deer Road Milwaukee WI 53217 PC Donation 100 Second Harvest Foodbank of Sout 2802 Dairy Drive Madison WI 53718 PC Donation 1000 St Jude Children's Hospital 501 St Jude Place Memphis TN 38105 PC Donation 1000 Stephen's College Stephens College Columbia MO 652019955 PC Annual Support 1000 Sugar Creek Bible Camp 13141 Sugar Creek Bible Camp Rd Ferryville WI 54628 PC Memory of Janice Brudos 200 TColin Campbell Center for Nut PO Box 365 Webster NY 14580 PC Donation 1000 The Charles E Kubly Foundation 1341 W Mequon Road 220 Mequon WI 53092 PC Navy Level Sponsorship 1000 The Hunger Task Force of La Cro 1240 Clinton Street La Crosse WI 54603 PC A Taste of the Garden Fund Raiser 300 The Nature Conservancy Suite 111 Madison WI 53703 PC Donation 4000 The Nature Conservancy Suite 111 Madison WI 53703 PC TNC Columbia 50000 The Parenting Place 1500 Green Bay Street La Crosse WI 54601 PC Buddy Sponsor 500 The Salvation Army PO Box 156 La Crosse WI 546020156 PC Donation 50000 The Salvation Army PO Box 156 La Crosse WI 546020156 PC Donation 11000 Utd Community CtrBGuadalupe 1028 S 9th Street Milwaukee WI 53204 PC Donation 5000 United Fund for Arts & Humanity 119 King Street La Crosse WI 54601 PC Guarantors Contirbutions 1000 University of Wis Foundation US Bank Lockbox 78807 Milwaukee WI 532780807 PC Great World Texts Keynote Speaker 15000 Urban Ecology Center Ken Leinbach Milwaukee WI 53211 PC Donation 1000 UW-L Other Gifts & Sponsorships Cleary Alumni Friends Center La Crosse WI 54601 PC Murphy Library Endowment Fund 500 UW-M Forward US Bank Lockbox Milwaukee WI 532780236 PC School of Business Fund 10000 UWL Alumni & Friends Foundation 615 East Ave N La Crosse WI 54601 PC Donation 1000 UWL Alumni & Friends Foundation 615 East Ave N La Crosse WI 54601 PC Scholarships 5000 Villanova University University Advancement Villanova PA 190859971 PC Alumni Gift - Megan Coffey - Scholarship Fund 2500 Viterbo University 900 Viterbo Drive La Crosse WI 54601 PC Viterbo Golf Scramble 600 Our Chalet Guides AND Girl Scouts Inc Indianapolis IN 46206 PC Donation 1000 Other Contributions Attn Foundation La Crosse WI 54602 PC Western Scholarship Golf Sponsor 650 Other Contributions Attn Foundation La Crosse WI 54602 PC Volleyball Team Gear 500 Friends of Cameroon Attn Foundation La Crosse WI 54602 PC Friends of Cameroon 500 WTC Cert Exam Scholarship Attn Foundation La Crosse WI 54602 PC Donation 1000 Other Contributions Attn Foundation La Crosse WI 54602 PC Donation 25000 Wisconsin Historical Foundation PO Box 260050 Madison WI 53726 PC Annual Membership 1500 Wisconsin Historical Foundation PO Box 260050 Madison WI 53726 PC Annual Membership 1500 Wisconsin Historical Foundation PO Box 260050 Madison WI 53726 PC Annual Membership 1500 Wisconsin Historical Foundation PO Box 260050 Madison WI 53726 PC Wisconsin History Center 100000 WIAA 5516 Vern Holmes Drive Stevens Point WI 544828833 PC 2nd Year of 5Yr Pledge 10000 WisCorps Inc-Myrick Park dba The Nature Place La Crosse WI 54601 PC Project 3-The Nature Place 15000 Women's Clothes Closet PO Box 97 La Crosse WI 546020097 PC Donation 500 Women's Fund (La Crosse) PO Box 654 La Crosse WI 546020654 PC Annual Fall Womens Fund Luncheon 1000 882045 Wisconsin Interscholastic Athletic Association 5516 Vern Holmes Drive Stevens Point WI 544828833 PC State Track Tournament 20000 20000 14 23341 14 489516 14 1111697 1624554 1624554 false false false false false false false false false false Baird Stifel 2733039 2977662 825799 shares of Stifel 5218809 14415564 CMC Admin Expenses 82089 71147 11591 Brokers Fee 5047 Globetax Relief Fee 121 Estimated Payments for 2023 Year 13817 Tax Due with 2022 Return Year 734