2025-09-22T10:23:16-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990PF 2024-01-01 113656127 MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION MICH 2625674990 1780 EXECUTIVE DRIVE OCONOMOWOC WI 53066 MICHAEL R BRUNO II TREASURER 2625674990 2025-09-17 1 0 KRISTEN DONLEVY P01670215 4144761880 2025-09-17 2024 2025-03-06 01:10:19Z X 667938 X X 12343 12343 5042 130350 5042 17385 17385 0 0 0 1596 798 798 2338 2338 0 108 0 0 4042 3136 798 22500 22500 26542 3136 23298 -9157 14249 1 44261 23417 23417 468713 463005 502001 139472 156868 142520 652447 643290 667938 0 0 X 0 0 0 0 652447 643290 652447 643290 652447 643290 652447 -9157 0 643290 0 643290 PUBLICLY TRADED SECURITIES 25047 22519 2528 2528 PUBLICLY TRADED SECURITIES 94026 102789 -8763 -8763 CAPITAL GAINS DIVIDENDS P 11277 11277 11277 5042 198 0 198 0 198 0 0 0 0 0 0 198 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 SECRETARY AND TREASURER 0.10 0 0 0 MICHAEL R BRUNO II 1780 EXECUTIVE DRIVE OCONOMOWOC WI 53066 DIRECTOR 0.10 0 0 0 MATT BRUNO 1780 EXECUTIVE DRIVE OCONOMOWOC WI 53066 PRESIDENT 0.10 0 0 0 NONE 0 NONE 0 0 620932 43152 0 664084 0 0 664084 9961 654123 32706 32706 198 198 32508 0 32508 0 32508 23298 0 23298 32508 21575 0 0 23298 21575 0 0 1723 0 0 0 0 0 0 0 0 30785 0 0 0 CATHERINE ANDRUS MICHAEL R BRUNO II MATT BRUNO 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. ALEXIS OLSON W320 S3581 SQUIRE ROAD WAUKESHA WI 53189 NONE N/A EDUCATION 1000 CARISSA ALERS 32 OXFORD DRIVE FRANLKIN MA 02038 NONE N/A EDUCATION 1000 WCTC FOUNDATION 327 E BROADWAY WAUKESHA WI 53186 PC EDUCATION 17500 MADYSON LACOMBE 153 GAUL RD DOUSMAN WI 53118 NONE N/A EDUCATION 1000 ANNELISE ECKMANN W305N7005 LINDA ANN DR HARTLAND WI 53029 NONE N/A EDUCATION 1000 LUIS H AVILA VETTA W2249 COUNTY RD CW WATERTOWN WI 53094 NONE N/A EDUCATION 1000 22500 0 14 12343 18 5042 0 17385 0 17385 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1596 798 798 ALLSPRING 37375 32745 DODGE & COX 36424 32955 GUGGENHEIM 37985 32913 T ROWE PRICE (TBSIX) 45084 43907 CONESTOGA 25420 24901 FEDERATED HERMES 23821 24799 FIDELITY 68125 74397 FIDELITY ADVISOR 20273 18618 T ROWE PRICE (TRLGX) 73212 84402 TOUCHSTONE 11856 15751 VANGUARD 96911 118846 VICTORY 27365 24789 VIRTUS KAR 10141 8120 WCM 31191 26546 ARTISAN 50954 53947 NUVEEN 23736 26885 INVESTMENT MANAGEMENT FEES 2338 2338 0 TAX FEE 108 0 0