2025-03-20T07:17:06-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990PF 2024-01-01 391744801 MARY PAULY LACY FOUNDATION INC MARY 4143512337 1840 NORTH PROSPECT AVE 21D MILWAUKEE WI 53202 MARY E LACY PRESIDENT 4143512337 2025-03-19 1 1 ALLEN LACROSSE P01241703 4144761880 2025-03-19 2024 2025-03-06 01:10:19Z X 391659 X X 8719 8719 45799 141930 45799 54518 54518 0 0 0 3754 1877 1877 1196 1196 0 52 52 0 41 0 41 5043 3125 1918 65000 65000 70043 3125 66918 -15525 51393 9718 8175 8175 400 400 400 199275 196832 297238 104042 92503 85846 313435 297910 391659 0 0 X 0 0 0 0 313435 297910 313435 297910 313435 297910 313435 -15525 0 297910 0 297910 PUBLICLY TRADED SECURITIES P 134956 96131 38825 38825 CAPITAL GAINS DIVIDENDS P 6974 6974 6974 45799 714 0 714 0 714 0 0 0 0 0 39 753 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A MARY LACY 4143512337 1840 NORTH PROSPECT AVE APT 21D MILWAUKEE WI 53202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY E LACY 1840 NORTH PROSPECT DRIVE APT 21D MILWAUKEE WI 53202 PRESIDENT, DIRECTOR 0.50 0 0 0 SARA KATE KNIGHT 1087 OAK ST WINNETKA IL 60093 VICE PRESIDENT, DIRECTOR 0.50 0 0 0 THOMAS LACY 2929 N SHEPARD AVE MILWAUKEE WI 53211 SECRETARY, DIRECTOR 0.50 0 0 0 DAVID LACY 110 ACACIA AVE LARKSPUR CA 94939 TREASURER, DIRECTOR 0.50 0 0 0 MARGARET LACY MEYER 5751 S EDDY ST SEATTLE WA 98118 VICE PRESIDENT, DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 424694 9166 0 433860 0 0 433860 6508 427352 21368 21368 714 714 20654 0 20654 0 20654 66918 0 66918 20654 0 0 150490 20900 23782 69211 358906 623289 66918 0 0 0 20654 46264 0 0 669553 0 0 0 0 0 0 150490 519063 20900 23782 69211 358906 46264 MARY E LACY X ALZHIEMER'S ASSOCIATION WISCONSIN CHAPTER 620 S 76TH ST MILWAUKEE WI 53214 N/A PC ALZHIEMERS RESEARCH 2000 CATHOLIC CHARITIES OF MILWAUKEE 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 N/A PC PROVIDE TO THOSE IN NEED 1000 CATHOLIC STEWARDSHIP APPEAL PO BOX 78090 MILWAUKEE WI 53278 N/A PC GENERAL SUPPORT 1000 CRISTO REY JESUIT HIGH SCHOOL 1215 S 45TH STREET WEST MILWAUKEE WI 53214 N/A PC RELIGOUS EDUCATION 1000 FRIENDS OF LAKESHORE STATE PARK 500 N HARBOR DRIVE MILWAUKEE WI 53202 N/A PC TO SUPPORT LAKESHORE PARK FOR THE COMMUNITY TO ENJOY 1000 JESUITS USA MIDWEST PROVINCE PO BOX 6713 CAROL STREAM IL 60197 N/A PC RELIGOUS RETREAT 5000 KINSHIP COMMUNITY FOOD CENTER 924 E CLARKE ST MILWAUKEE WI 53212 N/A PC GENERAL SUPPORT 2000 MARQUETTE UNIVERSITY LAW SCHOOL 1215 W MICHIGAN ST MILWAUKEE WI 53233 N/A PC EDUCATION 1000 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DR MILWAUKEE WI 53202 N/A PC PROMOTE ART 5000 MILWAUKEE BALLET 128 N JACKSON STREET MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 1000 MILWAUKEE PUBLIC MUSEUM 800 W WELLS STREET MILWAUKEE WI 53233 N/A PC GENERAL SUPPORT 2000 MILWAUKEE REPERTORY THEATRE 108 E WELLS ST MILWAUKEE WI 53202 N/A PC DEVELOPMENT DEPARTMENT 2000 MILWAUKEE SYMPHONY ORCHESTRA 1101 N MARKET ST MILWAUKEE WI 53202 N/A PC SUPPORT THE PERFORMING ARTS 5000 NATIVITY JESUIT ACADEMY 1515 S 29TH ST MILWAUKEE WI 53215 N/A PC EDUCATION 1000 NOTRE DAME MIDDLE SCHOOL OF MILWAUKEE 2604 W ORCHARD ST MILWAUKEE WI 53204 N/A PC YOUTH DEVELOPMENT, FAMILY ENRICHMENT, SPIRITUAL FORMATION AND SOCIAL JUSTICE AWARENESS 1000 RED CLOUD INDIAN SCHOOOL 100 MISSION DRIVE PINE RIDGE SD 57770 N/A PC BILL PAULY, CAPITAL CAMPAIGN 10000 SOJOURNER FAMILY PEACE CENTER 619 W WALNUT ST MILWAUKEE WI 53212 N/A PC SUPPORT THOSE AFFECTED BY RELATIONSHIP ABUSE. 1000 ST BEN'S COMMUNITY MEALCO CAPUCHIN COMMUNITY SERVICES PO BOX 5830 MILWAUKEE WI 53205 N/A PC IMPROVE THE LIVES OF THOSE AFFECTED BY DEPRESSION 1000 ST EUGENE SCHOOL 7600 N PORT WASHINGTON ROAD FOX POINT WI 53217 N/A PC EDUCATION 1000 ST JOHN'S COMMUNITY FOUNDATION 1840 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 5000 THREE HOLY WOMEN PARISH 1702 N HUMBOLDT AVE MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 10000 UNITED PERFORMING ARTS FUND 301 W WISCONSIN AVE 600 MILWAUKEE WI 53203 N/A PC SUPPORT PROMINENT PERFORMING ARTS GROUPS 3000 UNITED WAY 225 W VINE ST MILWAUKEE WI 53212 N/A PC GENERAL SUPPORT 3000 65000 0 14 8719 18 45799 0 54518 0 54518 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3754 1877 1877 ALLSPRING CORE BOND INSTL CL 16540 14170 BAIRD CORE PLUS BOND 15631 14160 DODGE & COX 15510 14014 T ROWE PRICE SHORT TERM BOND CL I 19879 18820 ARTISAN HIGH INCOME 2249 2478 BAIRD SHORT TERM BOND INSTL CL 6058 6014 BAIRD ULTRA SHORT BOND 2483 2513 COLUMBIA MORTGAGE OPPTYS 2888 2463 GUGGENHEIM MACRO OPPTYS 6235 6218 VANGUARD SHORT TERM CORP BOND 5030 4996 ARTISAN INTL VALUE 31971 34498 CONESTOGA SMALL CAP 8943 14057 FEDERATED MDT SMALL CAP CORE 7856 14146 FIDELITY INTL SMALL CAP 11693 12036 FIDELITY MID CAP INDEX 26704 42679 NUVEEN 13376 15229 T ROWE PRICE LARGE CAP GROWTH 29407 48023 TOUCHSTONE SANDS CAP SELECT GROWTH 4784 8887 VANGUARD VALUE INDEX 35818 71655 VICTORY SYCAMORE SMALL COMPANY 9942 14063 VIRTUS KAR INTL SMALL CAP 4898 5095 WCM FOCUSED INTL GROWTH 11440 16870 MISCELLANEOUS 41 0 41 INVESTMENT FEES 1196 1196 0 FOREIGN TAXES 52 52 0