2024-05-13T13:08:24-05:00 2023-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990PF 2023-01-01 854224305 PATRICK & MARYSUE MICHELS FAMILY FOUNDATION PATR 9205833132 POST OFFICE BOX 128 BROWNSVILLE WI 53006 PATRICK D MICHELS TRUSTEE 9205833132 2024-05-13 1 PATRICK MICHELS 999009999 0 SCOTT THOMPSETT P00741490 2125990100 2024-05-13 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4629224 X 200000 89197 89197 -13295 1828176 0 -3320 93 0 272582 89290 0 0 0 0 0 7736 3868 0 3868 1232 1232 0 0 321 321 0 0 37 25 0 0 9326 5446 0 3868 262500 262500 271826 5446 0 266368 756 83844 0 18842 93581 93581 464239 308239 308239 49465 291945 295877 2550654 2788635 3677435 271216 279888 254092 402038 0 0 3756454 3762288 4629224 0 0 X 0 0 0 0 3756454 3762288 3756454 3762288 3756454 3762288 3756454 756 5078 3762288 0 3762288 CAPITAL GAIN DISTRIBUTIONS P 209 209 209 PUBLICLY TRADED SECURITIES P 1683969 1626699 57270 57270 LONG TERM LOSS FROM LP INVESTMENT P 2022-01-01 2023-12-31 -589 -589 LONG TERM CAPITAL LOSS UPON DISPOSAL OF LP INVESTMENT P 2021-03-03 2023-05-10 143998 218186 -74188 -74188 -17298 1165 0 1165 0 1165 5408 0 0 0 5408 0 4243 4243 0 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 N/A SUSAN P KAISER 9205833132 PO BOX 128 BROWNSVILLE WI 53006 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICK D MICHELS POST OFFICE BOX 128 BROWNSVILLE WI 53006 TRUSTEE 1.00 0 0 0 MARYSUE MICHELS POST OFFICE BOX 128 BROWNSVILLE WI 53006 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3864945 394093 80640 4339678 0 0 4339678 65095 4274583 213729 213729 1165 1165 212564 0 212564 0 212564 266368 0 266368 212564 0 2021 2020 2019 0 47765 150609 198374 266368 0 0 0 212564 53804 0 0 252178 0 0 0 0 0 0 0 252178 47765 150609 53804 PATRICK D MICHELS MARYSUE MICHELS X ALL SAINTS CATHOLIC CHURCH PO BOX 269 BERLIN WI 54923 NONE PC GENERAL SUPPORT 10000 ARCHDIOCESE OF MILWAUKEE 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 NONE PC CATHOLIC STEWARDSHIP APPEAL 10000 BADGERLAND YOUTH FOR CHRIST 303 E 9TH STREET FOND DU LAC WI 54935 NONE PC GENERAL SUPPORT 50000 CAMP MANITOQUA AND RETREAT CENTER 8122 W SAUK TRAIL FRANKFORT IL 60423 NONE PC GENERAL SUPPORT 5000 CHARIS PREGNANCY & FAMILY HELP CENTER 207 N MAIN STREET FOND DU LAC WI 54935 NONE PC GENERAL SUPPORT 10000 COPS FOR KIDS FOUNDATION 126 N MAIN STREET FOND DU LAC WI 54935 NONE PC GENERAL SUPPORT 5000 FOND DU LAC AREA FOUNDATION 1020 S MAIN ST SUITE E FOND DU LAC WI 54935 NONE PC DAVIG G. COOK SCHOLARSHIP FUND 10000 FOND DU LAC SYMPHONIC BAND PO BOX 1483 FOND DU LAC WI 549361483 NONE PC GENERAL SUPPORT 2000 FONDY FOOD PANTRY INC PO BOX 492 FOND DU LAC WI 549360492 NONE PC GENERAL SUPPORT 5000 FOREST ATHLETIC CLUB NEWCORP INC PO BOX 104 MT CALVARY WI 53057 NONE PC GENERAL SUPPORT 1000 HEART OF THE NATION CATHOLIC MASS PO BOX 14428 MILWAUKEE WI 53214 NONE PC GENERAL SUPPORT 1000 HOLY FAMILY CATHOLIC COMMUNITY 271 FOURTH STREET WA FOND DU LAC WI 54937 NONE PC GENERAL SUPPORT AND WARMING SHELTER CAMPAIGN 30000 LOVE ONE ANOTHER PO BOX 070912 MILWAUKEE WI 53207 NONE PC THE CATHOLIC CAMPAIGN 30000 LUMEN CHRISTI CATHOLIC CHURCH 2750 W MEQUON ROAD MEQUON WI 53092 NONE PC GENERAL SUPPORT 10000 MORAINE PARK TECHNICAL COLLEGE PO BOX 1940 FOUND DU LAC WI 549361940 NONE PC GENERAL SUPPORT 1000 SOLUTION CENTER SHELTER & SUPPORT SERVICES INC 39 SOPHIA STREET FOND DU LAC WI 54935 NONE PC GENERAL SUPPORT 5000 ST FRANCIS XAVIER SCHOOL PO BOX 150 SARTELL WI 56377 NONE PC GENERAL SUPPORT 5000 ST KATHERINE DREXEL SHELTER 358 N PETERS AVENUE FOND DU LAC WI 54935 NONE PC GENERAL SUPPORT 10000 ST MARY'S CATHOLIC CHURCH 653 MILWAUKEE STREET LOMIRA WI 53048 NONE PC GENERAL SUPPORT 20000 ST MARY'S CATHOLIC SCHOOL 28 NABER STREET MAYVILLE WI 53050 NONE PC GENERAL SUPPORT 5000 ST MARY'S SPRINGS ACADEMY 255 COUNTY ROAD K FOND DU LAC WI 54937 NONE PC GENERAL SUPPORT 10000 THE ARC FOND DU LAC 500 N PARK AVENUE FOND DU LAC WI 54935 NONE PC GENERAL SUPPORT 25000 THE STACY FUSON FOUNDATION PO BOX 14942 SCOUTTSDATE AZ 85267 NONE PC GENERAL SUPPORT 2500 262500 0 14 89197 901101 4002 18 -17297 ORDINARY INCOME - LP 901101 -3413 01 93 0 589 71993 0 72582 0 0 0 0 0 0 0 0 0 0 X X 1 PATRICK MARYSUE MICHELS PO BOX 190 BROWNSVILLE WI 53006 200000 X TAX PREPARATION FEES 7736 3868 0 3868 PUBLICLY TRADED BONDS 279888 254092 PUBLICLY TRADED SECURITIES 1616311 2317090 EXCHANGE TRADED FUNDS 1172324 1360345 291945 295877 0 0 BANK FEES 25 25 0 0 NON-DEDUCTIBLE EXPENSES FROM LP INVESTMENT 12 0 0 0 ORDINARY INCOME - LP -3320 93 0 TIMING DIFFERENCE 5078 FOREIGN TAXES 321 321 0 0