2025-08-27T11:40:37-05:00 2024-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990PF 2024-01-01 460696000 ULLA & BERTIL BRUNK FOUNDATION INC ULLA 2622492412 W3647 HARTSHORNE LN LAKE GENEVA WI 53147 ANNE E BRUNK PETERSON PRESIDENT 2622492412 2025-08-20 1 1 STEPHANIE HAMILTON CPA P01233633 4144319300 2025-08-20 2024 2025-03-06 01:10:19Z X 1363676 X X 42 42 38831 38831 22788 61709 22788 61661 61661 0 0 0 5607 5607 0 768 768 0 6375 6375 0 68000 68000 74375 6375 68000 -12714 55286 6770 6940 6940 228661 225940 459239 352651 358079 329331 502643 487052 568166 1090725 1078011 1363676 0 0 X 0 0 0 0 1090725 1078011 1090725 1078011 1090725 1078011 1090725 -12714 0 1078011 0 1078011 PUBLICLY TRADED SECURITIES P 61709 38921 22788 22788 22788 768 0 768 0 768 2983 0 0 0 2983 X 0 2215 2215 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A ANNE E BRUNK PETERSON 2622492412 W3647 HARTSHORNE LN LAKE GENEVA WI 53147 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ULLA BRUNK 1225 SAGE STREET LAKE GENEVA WI 53147 CHAIRPERSON 1.00 0 0 0 ANNE E BRUNK PETERSON 1225 SAGE STREET LAKE GENEVA WI 53147 PRESIDENT 1.00 0 0 0 JAIME M WARD 1225 SAGE STREET LAKE GENEVA WI 53147 DIRECTOR 1.00 0 0 0 MICHAEL BLACK 1225 SAGE STREET LAKE GENEVA WI 53147 SECRETARY/TREASURER 1.00 0 0 0 LARS E BRUNK 1225 SAGE STREET LAKE GENEVA WI 53147 DIRECTOR 1.00 0 0 0 ANNETTE SEABERG 1225 SAGE STREET LAKE GENEVA WI 53147 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1341696 13395 0 1355091 0 0 1355091 20326 1334765 66738 66738 768 768 65970 0 65970 0 65970 68000 0 68000 65970 57195 0 0 68000 57195 0 0 10805 0 0 0 0 0 0 0 0 55165 0 0 0 ULLA BRUNK X SWEDISH AMERICAN MUSEUM 5211 N CLARK ST CHICAGO IL 60640 N/A PUBLIC CHARITY PROGRAM SUPPORT 22500 HOLIDAY HOME CAMP 100 HOLIDAY HOME CAMP RD WILLIAMS BAY WI 53191 N/A PUBLIC CHARITY PROGRAM SUPPORT 12500 OPEN ARMS FREE CLINIC PO BOX 678 ELKHORN WI 53121 N/A PUBLIC CHARITY PROGRAM SUPPORT 10000 TREE HOUSE CHILD AND FAMILY CENTER INC W4063 COUNTY ROAD NN ELKHORN WI 53121 N/A PUBLIC CHARITY PROGRAM SUPPORT 8000 NEW BEGINNINGS APFV INC 20 NORTH CHURCH STREET ELKHORN WI 53121 N/A PUBLIC CHARITY PROGRAM SUPPORT 5000 THE WALWORTH COUNTY FOOD PANTRY INC 205 E COMMERCE CT - UNIT 2 ELKHORN WI 53121 N/A PUBLIC CHARITY PROGRAM SUPPORT 5000 GENEVA LAKES FAMILY YMCA 203 S WELLS ST LAKE GENEVA WI 53147 N/A PUBLIC CHARITY PROGRAM SUPPORT 2500 VIP SERVICES INC 811 E GENEVA ST ELKHORN WI 53121 N/A PUBLIC CHARITY PROGRAM SUPPORT 2500 68000 0 14 42 14 38831 18 22788 0 61661 0 61661 0 0 0 0 0 0 0 0 0 0 DFA INVESTMENT GRADE 104229 90070 DODGE & COX INCOME FUND 136509 121791 SPDR SHORT TERM CORPORATE BOND ETF 47984 48672 VANGUARD INTRMDIAT TRM TRSRY ETF 4516 4466 VANGUARD SCOTTSDALE FDS INTERMEDIATE-TERM BND INX FD ETF 4493 4575 VANGUARD TOTAL BOND MARKET ETF 60348 59757 SCHWAB S&P 500 INDEX FD 82303 313347 VANGUARD INTERM-TERM INV 143637 145892 AVANTIS EMERGING MARKETS AT COST 66113 72018 AVANTIS INTERNATIONAL AT COST 30783 29949 AVANTIS INTERNATNL SML AT COST 43531 43278 AVANTIS US EQUITY ETF AT COST 104455 140936 AVANTIS US SMALL CAP AT COST 72015 94696 ISHARES CORE S&P SMALL AT COST 30719 32377 REAL ESTATE SELECT SCTR AT COST 18537 19603 SCHWAB INTERNATIONAL EQUITY ETF AT COST 120899 135309 INVESTMENT ADVISOR FEES 5607 5607 0 FOREIGN TAXES PAID 768 768 0