2024-04-14T19:15:09-07:00 2023-12-31 391913401 B Harvey & Associates Inc 625 N 8th St Sheboygan WI 53081 990PF 2023-01-01 814540830 WALDHART FAMILY FOUNDATION INC WALD 8002427666 1629 BRIARWOOD ROAD SHEBOYGAN WI 53083 WALLY WALDHART PRESIDENT 8002427666 2024-04-03 true WALLY WALDHART XXX-XX-XXXX true BRUCE HARVEY EA P01080082 9204516800 2024-04-09 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 75577 X 25390 16 1254 0 0 0 0 26660 0 0 0 400 741 113 0 0 1254 0 0 12000 0 13254 0 0 13406 0 0 5065 4020 4020 0 0 0 0 0 57106 71557 71557 62171 75577 75577 0 0 0 0 0 X 62171 75577 62171 75577 62171 75577 62171 13406 75577 75577 10.148sh LORD ABBETT AFFILIATED D 2022-06-29 2023-04-21 156 0 158 -2 0 0 0 -2 101.165sh LORD ABBETT AFFILIATED D 2022-11-22 2023-04-21 1558 0 1622 -64 0 0 0 -64 9.871sh LORD ABBETT AFFILIATED D 2022-12-28 2023-04-21 152 0 153 -1 0 0 0 -1 658.04sh LORD ABBETT AFFILIATED D 2006-08-17 2023-04-21 10134 0 10377 -243 0 0 0 -243 -310 -67 2016-12-08 0 0 0 0 0 0 0 false false false false false false false false false true true false false false false true N/A WALLY WALDHART 9209808194 1629 BRIARWOOD ROAD SHEBOYGAN WI 530832151 false false false false false false false false false false false false false false false false false false false false WALLY WALDHART 1629 BRIARWOOD ROAD SHEBOYGAN WI 530832151 OFFICER/DIRECTOR 10.00 0 0 0 TRACY ANN WALDHART 1629 BRIARWOOD ROAD SHEBOYGAN WI 530832151 DIRECTOR 5.00 0 0 0 STEVEN WALDHART 301 ROYAL OAK COURT SLINGER WI 530869238 DIRECTOR 5.00 0 0 0 REBECCA SMITH 425 SOUTH HILLS DRIVE PLYMOUTH WI 530734061 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 FOUNDATION FUNDED 3 SCHOLARSHIPS IN 2023. 12000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WALLY WALDHART INITIAL DONATION TO ROUGHLY 4560000 TO FUND EDUCATIONAL X KAILEY KALTENBRUN 2716 COLUMBUS AVENUE SHEBOYGAN WI 53083 NONE N/A EDUCATION SCHOLARSHIP 5000 LUKE GOTWALD 510 EVERGREEN PARKWAY SHEBOYGAN WI 53083 NONE N/A EDUCATION SCHOLARSHIP 5000 NOAH VERHASSELT 5009 WAGON WHEEL ROAD MANITOWOC WI 54220 NONE N/A EDUCATION SCHOLARSHIP 2000 MOLLY McCONNAHA 110 FAIRVIEW DRIVE PLYMOUTH WI 53073 NONE N/A EDUCATION SCHOLARSHIP 0 12000 14 16 523000 0 14 1254 CAPITAL GAINS 14 2304 0 3574 3574 4 AS INVESTMENTS GROW, THE MONEY ALLOWS FOR THE FOUNDATION 4 TO FUND EDUCATIONAL SCHOLARSHIPS FOR DESERVING STUDENTS 4 EACH YEAR. false false false false false false false false false false X X 1 WALLY WALDHART 1629 BRIARWOOD ROAD SHEBOYGAN WI 53083 20000 X LORD ABBETT AFFILIATED & EQUITIES 0 18906 18906 FIDELITY ADVISOR LEVERAGED 0 15587 15587 AMERICAN FUNDAMENTAL INVESTORS 0 13404 13404 ISHARES CORE S&P 500 0 17882 17882 HP INC COMMON 0 5778 5778 TOTAL PORTFOLIO HOLDINGS 57106 0 0 IRS TAX PAYMENT 113