2024-05-13T12:26:03-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990PF 2023-01-01 113656127 MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION MICH 2625674990 1780 EXECUTIVE DRIVE OCONOMOWOC WI 53066 MICHAEL R BRUNO II TREASURER 2625674990 2024-05-01 1 MICHAEL BRUNO II 999009999 0 JAMES J ANDREUCCI P00616716 4144761880 2024-04-26 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 620681 X X 10547 10547 -769 71755 0 9778 10547 0 0 0 1449 724 725 2088 2088 0 70 0 0 3607 2812 725 20000 20000 23607 2812 20725 -13829 7735 1 1 62795 44261 44261 498159 468713 449422 105322 139472 126997 666276 652447 620681 0 0 X 0 0 0 0 666276 652447 666276 652447 666276 652447 666276 -13829 0 652447 0 652447 PUBLICLY TRADED SECURITIES 12063 11877 186 186 PUBLICLY TRADED SECURITIES 54803 60647 -5844 -5844 CAPITAL GAINS DIVIDENDS P 4889 4889 4889 -769 108 0 108 0 108 0 0 0 0 0 0 108 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A MICHAEL R BRUNO II 2625674990 1780 EXECUTIVE DRIVE OCONOMOWOC WI 53066 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CATHERINE ANDRUS 1780 EXECUTIVE DRIVE OCONOMOWOC WI 53066 DIRECTOR 0.10 0 0 0 MICHAEL R BRUNO II 1780 EXECUTIVE DRIVE OCONOMOWOC WI 53066 TREASURER 0.10 0 0 0 NONE 0 NONE 0 0 528598 61685 0 590283 0 0 590283 8854 581429 29071 29071 108 108 28963 0 28963 0 28963 20725 0 20725 28963 13337 0 0 20725 13337 0 0 7388 0 0 0 0 0 0 0 0 21575 0 0 0 CATHERINE ANDRUS MICHAEL R BRUNO II MICHAEL BEVERLY BRUNO FAMILY FOUNDA 1780 EXECUTIVE DRIVE OCONOMOWOC WI 53066 2625674990 MICHAEL & BEVERLY BRUNO FAMILY FOUNDATION SCHOLARSHIP APPLICATION; OFFICIAL TRANSCRIPTS FROM ALL SCHOOLS ATTENDED WITHIN THE THREE PREVIOUS YEARS, PERSONAL LETTER OF RECOMMENDATION, EDUCATIONAL LETTER OF RECOMMENDATION, AND A PERSONAL ESSAY ON EITHER OF THE FOLLOWING TOPICS: 1. NAME SPECIFIC VOLUNTEER, EDUCATION, OR JOB SKILLS YOU HAVE GAINED AND EXPLAIN HOW YOU BELIEVE THESE SKILLS WILL BE OF VALUE TO YOU IN THE FUTURE; OR 2. WHAT ARE YOUR CAREER GOALS? EXPLAIN HOW YOUR EDUCATION WILL ASSIST IN PREPARING YOU TO MEET THOSE ASPIRATIONS. ALL APPLICATIONS AND SUPPORTIVE MATERIALS MUST BE RECEIVED NO LATER THAN MAY 31. THE APPLICANT'S PARENT OR LEGAL GUARDIAN MUST BE ACTIVELY EMPLOYED AT BRUNO INDEPENDENT LIVING AIDS, INC. THE APPLICANT MUST BE A HIGH SCHOOL GRADUATE AND SEEKING HIGHER EDUCATION WITHIN SIX MONTHS OF THE SCHOLARSHIP APPLICATION. THE SCHOLARSHIP MUST BE USED FOR THE PURPOSES INTENDED OR IS REQUIRED TO BE REPAID WITHIN FORTY-FIVE DAYS OF RECEIPT. CARISSA ALERS 32 OXFORD DRIVE FRANLKIN MA 02038 NONE N/A EDUCATION 1000 MAXWELL FINGER 1431 CLEARWATER DRIVE S OCONOMOWOC WI 53066 NONE N/A EDUCATION 1000 RACHEL LOPEZ 1245 DORCHESTER DR OCONOMOWOC WI 53066 NONE N/A EDUCATION 1000 JAMISON OLSON W320 S3581 SQUIRE ROAD WAUKESHA WI 35189 NONE N/A EDUCATION 1000 ALEXIS OLSON W320 S3581 SQUIRE ROAD WAUKESHA WI 53189 NONE N/A EDUCATION 1000 WCTC FOUNDATION 327 E BROADWAY WAUKESHA WI 53186 PC EDUCATION 15000 20000 0 14 10547 18 -769 0 9778 0 9778 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1449 724 725 ALLSPRING 33135 29431 DODGE & COX 32516 29745 GUGGENHEIM 34099 29588 T ROWE PRICE (TBSIX) 39722 38233 CONESTOGA 23540 21090 FEDERATED HERMES 24779 22497 FIDELITY 66438 64498 FIDELITY ADVISOR 10729 10346 LOOMIS SAYLES 38824 36475 OAKMARK 24651 24130 T ROWE PRICE (TRLGX) 39459 37694 TOUCHSTONE 49834 37505 VANGUARD 99421 107727 VICTORY 23424 21625 VIRTUS KAR 12972 9948 WCM 28156 24821 ARTISAN 26486 31066 INVESTMENT MANAGEMENT FEES 2088 2088 0 TAX FEE 70 0 0