2025-11-17T11:59:16-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2024-01-01 843749068 DICKINSON FAMILY INC FOUNDATION DICK 7157358108 W1534 WAGNER ROAD MARINETTE WI 54143 STEPHEN P DICKINSON PRESIDENT 7157358108 2025-11-11 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-11-11 2024 2025-03-06 01:10:19Z X 970685 X X 26496 26496 68632 495944 68632 95128 95128 0 0 0 6467 6467 0 823 823 0 7290 7290 0 52000 52000 59290 7290 52000 35838 87838 32608 31169 31169 448773 537861 611224 352765 315626 290800 54803 40174 37492 888949 924830 970685 0 0 X 0 0 0 0 888949 924830 888949 924830 888949 924830 888949 35838 43 924830 0 924830 PUBICLY TRADED SECURITIES 489512 427312 62200 62200 CAPITAL GAINS DIVIDENDS P 6432 6432 6432 68632 1221 0 1221 0 1221 0 0 2000 0 2000 X 20 759 759 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A PAUL DICKINSON 7157358108 W1534 WAGNER ROAD MARINETTE WI 54143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN P DICKINSON PO BOX 198 MARINETTE WI 54143 PRESIDENT 0.50 0 0 0 AMY BERGSTROM PO BOX 198 MARINETTE WI 54143 TREASURER 0.50 0 0 0 HEATHER DICKINSON PO BOX 198 MARINETTE WI 54143 SECRETARY 0.50 0 0 0 STEPHEN A DICKINSON PO BOX 198 MARINETTE WI 54143 CHAIRMAN 0.50 0 0 0 NONE 0 NONE 0 0 941840 31590 0 973430 0 0 973430 14601 958829 47941 47941 1221 1221 46720 0 46720 0 46720 52000 0 52000 46720 0 0 984 984 52000 0 0 0 46720 5280 0 0 6264 0 0 0 0 0 0 0 6264 984 5280 STEPHEN P DICKINSON AMY BERGSTROM HEATHER DICKINSON STEPHEN A DICKINSON X CASA MENOMINEE COUNTY PO BOX 456 MENOMINEE MI 49858 N/A PC GENERAL SUPPORT 3500 ST VINCENT DE PAUL FOOD PANTRY 2701 18TH STREET MENOMINEE MI 49858 N/A PC GENERAL SUPPORT 9250 M&M CHILDRENS MUSEUM INC 425 1ST ST MENOMINEE MI 49858 N/A PC GENERAL SUPPORT 11750 MENOMINEE ANIMAL SHELTER N184 HAGGERSON CT MENOMINEE MI 49858 N/A PC GENERAL SUPPORT 12250 ABUNDANT LIFE MISSION 1406 10TH AVE MENOMINEE MI 49858 N/A PC GENERAL SUPPORT 15250 52000 0 14 26496 18 68632 0 95128 0 95128 0 0 0 0 0 0 0 0 0 0 FEDERATED HERMES TOTAL RETURN BOND 84486 76305 VOYA INTERMEDIATE BOND 84794 76402 FEDERATED HERMES INSTL HIGH YIELD BOND 40550 38153 LORD ABBETT HIGH YIELD 40988 38051 PGIM HIGH YIELD FUND 41006 38110 FEDERATED HERMES GOVT ULTRASHORT BOND 23802 23779 VANGUARD INTL GROWTH FUND ADM 49091 49001 GOLDMAN SACHS EMERGING MKTS EQUITY INISGHTS 10740 9523 BLACKROCK MID-CAP GROWTH EQUITY 30411 43713 VANGUARD MID CAP VALUE INDEX FD 39054 54632 AMERICAN BEACON SMALL CAP VALUE 28243 30621 WM BLAIR EMERGING MKTS EX-CHINA GROWTH 9070 8995 JPMORGAN ACTIVE GROWTH ETF 152534 177456 JPMORGAN ACTIVE VALUE ETF 197807 216233 DFA US SMALL CAP GROWTH PORTFOLIO 20911 21050 GLOBAL UPSTREAM NATURAL RESOURCES ETF AT COST 21560 18507 DWS GLOBAL INFRASTRUCTURE FUND AT COST 18614 18985 BROKER BASIS ADJUSTMENT 43 FIDUCIARY FEES 6467 6467 0 FOREIGN TAX PAID 240 240 0 EXCISE TAX PAID 583 583 0