2026-03-17T11:14:14-05:00 2025-11-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990PF 2024-12-01 396043684 VICTOR F BRAUN FOUNDATION INC VICT 2627515636 37236 INDIAN MOUND RD OCONOMOWOC WI 53066 COLE BRAUN PRESIDENT 2627515636 2026-03-17 1 1 ADAM M UPDIKE P01801943 4142711451 2026-03-17 2024 2025-03-06 01:10:19Z X 5209004 X X 153 153 69673 69673 559378 4871734 559378 629204 629204 0 0 0 32017 32017 0 1699 1 0 57726 0 0 91442 32018 0 310000 310000 401442 32018 310000 227762 597186 226735 160838 160838 2404132 4050657 4050657 11647 0 0 2043638 997509 997509 4686152 5209004 5209004 0 0 X 4523482 4686152 0 0 162670 522852 4686152 5209004 4686152 5209004 4686152 227762 295090 5209004 0 5209004 MERRILL CAPITAL GAINS P 4869403 4312356 557047 557047 MERRILL CAPITAL GAINS DISTRIBUTIONS P 2331 2331 2331 559378 8301 0 8301 0 8301 1698 0 0 0 1698 0 6603 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A COLE M BRAUN 2627515636 37236 INDIAN MOUND ROAD OCONOMOWOC WI 53066 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COLE BRAUN 37236 INDIAN MOUND ROAD OCONOMOWOC WI 53066 PRESIDENT 1.00 0 0 0 JEFFREY V BRAUN 602 COUNTRY RD 672 OVALO TX 79541 VICE PRESIDENT 1.00 0 0 0 JENNIFER BRAUN 37236 INDIAN MOUND ROAD OCONOMOWOC WI 53066 SECRETARY 1.00 0 0 0 DIANE BRAUN 602 COUNTRY RD 672 OVALO TX 79541 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 4886458 147360 0 5033818 0 0 5033818 75507 4958311 247916 247916 8301 8301 239615 0 239615 0 239615 310000 0 310000 239615 0 0 38549 38549 310000 0 0 0 239615 70385 0 0 108934 0 0 0 0 0 0 0 108934 38549 70385 X MORO VOLUNTEER FIRE DEPARTMENT 2718 CO RD 184 OVALO TX 79541 NONE NC SUPPORT FOR OPERATIONS 20000 BEN RICHEY BOYS RANCH PO BOX 6839 ABILENE TX 79608 NONE PC SUPPORT FOR OPERATIONS 110000 THRASHER OPERA HOUSE 506 MILL ST GREEN LAKE WI 54941 NONE PC SUPPORT FOR OPERATIONS 10000 DIVINE REDEEMER LUTHERAN CHURCH 31385 HILL ROAD HARTLAND WI 53029 NONE PC SUPPORT FOR OPERATIONS 5000 LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MKE 10427 W LICOLN AVE WEST ALLIS WI 53227 NONE PC SUPPORT FOR OPERATIONS 117000 ASSOCIATION OF LUTHERAN SECONDARY SCHOOLS 10427 W LICOLN AVE WEST ALLIS WI 53227 NONE PC SUPPORT FOR OPERATIONS 48000 310000 0 14 153 14 69673 18 559378 0 629204 0 629204 0 0 0 0 0 0 0 0 0 0 AFRM 17525 17525 AEM 10291 10291 ABNB 21877 21877 ALC 25459 25459 GOOGL 94773 94773 AMZN 119875 119875 AME 63721 63721 AON 32915 32915 APG 59419 59419 ARES 20704 20704 AUR 7291 7291 CADENCE DESIGN 20893 20893 COR 16233 16233 CHIPOTLE 5627 5627 CLH 63262 63262 NET 33235 33235 COIN 1091 1091 CSX 10537 10537 DHR 79373 79373 DDOG 20481 20481 DASH 13092 13092 ECL 21187 21187 GALLAGHER 26991 26991 GE 21190 21190 GENL DYNAMICS 10249 10249 ICE 38539 38539 INTU 37411 37411 ISRG 26380 26380 KKR 29966 29966 MLM 66687 66687 MRVL 22976 22976 MELI 8287 8287 MSFT 190408 190408 MSTR 8150 8150 MPWR 24132 24132 NVDA 160362 160362 PANW 23386 23386 PG 18520 18520 PGR 40267 40267 RBLX 13874 13874 ROIV 8241 8241 ROST 26278 26278 RPRX 15328 15328 IOT 24301 24301 SHOP 29824 29824 SNOW 33917 33917 TSM 39937 39937 TSLA 43447 43447 TMO 21270 21270 TTD 4905 4905 TJX 13825 13825 UBER 23111 23111 VLTO 16094 16094 VRSK 18231 18231 V 73911 73911 WST 24675 24675 ABBV 25275 25275 ALL 12992 12992 AXP 6210 6210 APH 29730 29730 APPL 105405 105405 APP 17984 17984 ADI 9022 9022 AZN 5563 5563 T 26983 26983 BK 21299 21299 BMNR 2683 2683 BLK 45034 45034 BSX 20011 20011 AVGO 89457 89457 COF 42500 42500 CARR 23544 23544 CAT 13818 13818 CBRE 40619 40619 COP 11796 11796 CNM 4109 4109 COST 23753 23753 CRWD 4582 4582 DELL 22136 22136 DKS 11981 11981 DLR 12009 12009 ETN 7264 7264 LLY 50547 50547 DT 14972 14972 EMR 12938 12938 ETR 17554 17554 EFX 20812 20812 XOM 55294 55294 FICO 36117 36117 FNMA 5856 5856 RACE 15284 15284 FCX 7951 7951 GILD 16359 16359 GS 27259 27259 HPE 14959 14959 HLT 14822 14822 HD 27840 27840 HWM 21277 21277 HPQ 4542 4542 IBM 16663 16663 IONQ 8085 8085 JCI 21168 21168 JPM 70130 70130 KMI 14999 14999 LYV 11305 11305 MCD 13096 13096 MDT 15273 15273 META 35637 35637 NFLX 25819 25819 INC 1355 1355 PH 38777 38777 PEP 7883 7883 PRMB 44999 44999 PFG 8058 8058 PEG 15451 15451 PWR 35331 35331 QXO 10582 10582 O 10024 10024 RTX 10670 10670 SPGI 20452 20452 HSIC 80834 80834 SCHW 29674 29674 STX 6364 6364 NOW 20310 20310 SPGI 16582 16582 SLM 30882 30882 SGI 44204 44204 SPOT 23955 23955 SARO 41714 41714 STE 47398 47398 SYF 14002 14002 TPG 5435 5435 TFC 16926 16926 UNP 15764 15764 VZ 18294 18294 WMT 40447 40447 WFC 19488 19488 WELL 81622 81622 WMB 78783 78783 WDC 20906 20906 XEL 17243 17243 MAFIX FMV 39680 39680 ABYIX FMV 130977 130977 ADAIX FMV 94129 94129 AQMIX FMV 32947 32947 BGCIX FMV 37378 37378 BILPX FMV 93732 93732 PBAIX FMV 36684 36684 BDMIX FMV 37394 37394 MBXIX FMV 38382 38382 EGRIX FMV 78070 78070 GARIX FMV 39290 39290 GINDX FMV 21560 21560 JDJIX FMV 80478 80478 JHQDX FMV 39462 39462 NLSIX FMV 113213 113213 PUCPX FMV 38923 38923 CBHIX FMV 19379 19379 ASFYX FMV 25831 25831 TAX PENALTIES AND INTEREST 57726 0 0 UNREALIZED GAINS 295090 INVESTMENT EXPENSES 32017 32017 0 FOREIGN TAXES PAID 1 1 0 FEDERAL TAXES 1698 0 0