2026-08-10T08:01:34-05:00 2026-03-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2025-04-01 391410324 EMORY T CLARK FAMILY FOUNDATION EMOR 8882657962 PO BOX 64193 EAGAN MN 55164 US BANK NA TRUSTEE 8882657962 2026-07-29 true ALLISON J VALENTY P00963824 4123556000 2026-07-29 X 2025 2025-03-06 01:10:19Z X 9092687 X 271970 265739 238099 1599668 238099 0 295 295 510364 504133 86335 66684 19650 0 0 0 2202 0 0 2202 0 0 0 7285 4344 0 0 0 0 0 0 0 21734 21734 117556 71028 0 43586 399000 399000 516556 71028 0 442586 -6192 433105 0 17790 22596 22596 304393 294159 294159 0 0 0 6915360 6912257 8775932 7237543 7229012 9092687 0 X 7237543 7229012 7237543 7229012 7237543 7229012 7237543 -6192 8 7231359 2347 7229012 2615.527 VANGUARD EQUITY INCOME ADM 2022-07-05 2025-05-01 228152 219730 8422 8422 601.813 PRICE T ROWE GROWTH STK FD INC 2005-12-02 2025-07-23 68528 17452 51076 51076 718.984 VANGUARD EQUITY INCOME ADM 2022-07-05 2025-07-23 68656 60402 8254 8254 14407.987 BAIRD ULTRA SHORT BOND INSTITUTIONAL 2022-07-05 2025-08-20 146241 143792 2449 2449 29037.183 BAIRD AGGREGATE BOND FD INSTL 2015-04-06 2025-08-20 286887 318137 -31250 -31250 1836.193 BAIRD AGGREGATE BOND FD INSTL 2015-06-25 2025-08-20 18142 19703 -1561 -1561 3556.979 BAIRD AGGREGATE BOND FD INSTL 2015-05-26 2025-08-20 35143 38412 -3269 -3269 3664.883 BAIRD AGGREGATE BOND FD INSTL 2015-12-28 2025-08-20 36209 38895 -2686 -2686 8605.606 BAIRD AGGREGATE BOND FD INSTL 2018-02-26 2025-11-10 85884 91102 -5218 -5218 1413.702 BARON EMERGING MARKETS INSTITUTIONAL 2020-01-30 2025-11-10 27709 20541 7168 7168 436. BOSTON TRUST WALDEN SMALL CAP FUND 2023-05-24 2025-11-10 7586 6701 885 885 1540.444 FEDERATED HERMES INSTL HI YLD BD IS 2021-02-17 2025-11-10 13895 15374 -1479 -1479 441. MONDRIAN INTERNATIONAL VALUE EQUITY 2023-05-24 2025-11-10 8150 6117 2033 2033 1246.034 HARDING LOEVNER INTERNATIONAL EQUITY 2023-05-24 2025-11-10 38041 31201 6840 6840 58. ISHARES CORE S P SMALL CAP ETF 2020-11-16 2025-11-10 6936 4822 2114 2114 692. OBERWEIS INTERNATIONAL OPPS INSTL 2017-05-16 2025-11-10 7820 8020 -200 -200 95. PRICE T ROWE GROWTH STK FD INC 2005-12-02 2025-11-10 11844 2755 9089 9089 836. CONGRESS MID CAP GROWTH INS 2023-05-24 2025-11-10 19169 19387 -218 -218 285. SCHWAB U S TIPS ETF 2025-08-20 2025-11-10 7631 7610 21 21 1163. STONE RIDGE HY REINSUR-I 2023-08-28 2025-11-10 10758 10386 372 372 173.877 VANGUARD EQUITY INCOME ADM 2022-07-05 2025-11-10 17083 14607 2476 2476 290. VANGUARD MIDCAP VALUE INDEX ADMIRAL 2023-05-24 2025-11-10 26216 19363 6853 6853 200. VANGUARD REAL ESTATE ETF 2021-06-02 2025-11-10 18011 20315 -2304 -2304 128. VANGUARD 500 INDEX ADMIRAL 2023-06-09 2025-11-10 80792 50925 29867 29867 6585. SCHWAB U S TIPS ETF 2025-08-20 2025-12-05 175794 175820 -26 -26 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 CAPITAL GAIN DIVIDENDS P 148391 238099 6020 0 6020 0 6020 4844 0 0 4844 0 1176 0 0 false false false false false false false true true WI true false false false false true US BANK NA 8882657962 60 LIVINGSTON AVE SAINT PAUL MN 55107 false false false false true false false false false false false false false false false true false false false false false false false WENDY GAHN-ACKLEY N61 W29181 PARKSIDE PLACE HARTLAND WI 53029 TRUSTEE 1 0 KATHRYN MULDOON C/O US BANK PO BOX 64193 EAGAN MN 55164 TRUSTEE 1 0 JENNELLE TORGERSEN C/O US BANK PO BOX 64193 EAGAN MN 55164 EXECUTIVE DIRECTOR 40 11917 MARTHA HANSEN 411 E WISCONSIN AVE MILWAUKEE WI 532024461 TRUSTEE 1 0 US BANK N A PO BOX 64193 EAGAN MN 55164 TRUSTEE 1 74418 NONE 0 NONE 0 8903390 244342 0 9147732 0 0 9147732 137216 9010516 450526 450526 6020 6020 444506 0 444506 0 444506 442586 0 0 0 0 442586 444506 0 0 1255 0 41142 0 8938 51335 442586 0 0 0 442586 0 1920 1920 49415 0 0 0 0 0 0 0 49415 0 40477 0 8938 NONE NONE LINDA HANSEN 125 N EXECUTIVE DR STE 363 BROOKFIELD WI 530056070 4147655118 APPLICATIONS SHOULD INCLUDE A DESCRIPTION OF THE AGENCY AND A BRIEF SUMMARY OF THE PROJECT FOR WHICH FUNDS ARE REQUESTED. INCLUDE EVIDENCE THE ORGANIZATION IS TAX EXEMPT UNDER SEC 501(C)(3) NONE GRANTS TO ORGANIZATIONS DESCRIBED IN SEC 501(C)(3) AND NO PRIVATE NONOPERATING FOUNDATIONS LIFESTRIDERS S11 W29667 SUMMIT AVE WAUKESHA WI 53188 NONE PC GENERAL OPERATING 35000 DISCOVERY WORLD 500 NORTH HARBOR DRIVE MILWAUKEE WI 53202 NONE PC GENERAL OPERATING 20000 HUNGER TASK FORCE 201 S HAWLEY CT MILWAUKEE WI 53214 NONE PC GENERAL OPERATING 30000 TEENS GROW GREENS 4215 N GREEN BAY AVE MILWAUKEE WI 53209 NONE PC GENERAL OPERATING 8000 CAMP ONE 200 S EXECUTIVE DR 101 BROOKFIELD WI 53005 NONE PC GENERAL OPERATING 10000 SHARP LITERACY 5775 N GLEN PARK RD 202 MILWAUKEE WI 53209 NONE PC GENERAL OPERATING 15000 NEIGHBORHOOD HOUSE OF MILWAUKEE 2819 W RICHARDSON PLACE MILWAUKEE WI 53208 NONE PC GENERAL OPERATING 10000 SHEPHERDS COLLEGE 1805 15TH AVE UNION GROVE WI 53182 NONE PC GENERAL OPERATING 20000 PENFIELD CHILDREN'S CENTER 833 N 26TH ST MILWAUKEE WI 53233 NONE PC GENERAL OPERATING 20000 CREATIVE COMMUNITY LIVING SERVICES 500 EAST MAIN ST WATERTOWN WI 53094 NONE PC GENERAL OPERATING 10000 SCHLITZ AUDUBON NATURE CENTER 1111 E BROWN DEER RD MILWAUKEE WI 53217 NONE PC GENERAL OPERATING 5000 THE WOMEN'S CENTER INC 505 N EAST AVE WAUKESHA WI 53186 NONE PC GENERAL OPERATING 15000 HOPE CENTER INC 502 N EAST AVE WAUKESHA WI 53186 NONE PC GENERAL OPERATING 6000 WISCONSIN ADAPTIVE SPORTS ASSOCIATION 715 TALON TRL BROOKFIELD WI 53045 NONE PC GENERAL OPERATING 5000 EXCEPTIONAL EQUESTRIANS COMPANY 1130 ORLANDO DR DE PERE WI 54115 NONE PC GENERAL OPERATING 10000 ZOOLOGICAL SOCIETY OF MILWAUKEE 10005 W BLUEMOUND RD MILWAUKEE WI 53226 NONE PC GENERAL OPERATING 20000 ST FRANCIS CHILDRENS CENTER 6700 N PORT WASHINGTON RD MILWAUKEE WI 53217 NONE PC GENERAL OPERATING 10000 COLLEGE POSSIBLE 755 PRIOR AVE N STE 210 SAINT PAUL MN 551041064 NONE PC GENERAL OPERATING 5000 RONALD MCDONALD HOUSE CHARITIES OF THE HEART OF AMERICA KANSAS CITY MO 641082750 NONE PC GENERAL OPERATING 10000 ZACHARIAHS ACRES INC 16575 PATRICIA LN BROOKFIELD WI 530055523 NONE PC GENERAL OPERATING 20000 ABOVE THE CLOUDS INC 125 ACCESS RD NORWOOD MA 020625239 NONE PC GENERAL OPERATING 5000 JOBSWORK MKE 2153 N MARTIN LUTHER KING DR 1100 MILWAUKEE WI 53212 NONE PC GENERAL OPERATING 20000 ST AUGUSTINE PREPARATORY ACADEMY 2607 SOUTH 5TH ST MILWAUKEE WI 53207 NONE PC GENERAL OPERATING 20000 CARROLL UNIVERSITY 20225 SUTTER CREEK DR BROOKFIELD WI 530453916 NONE PC GENERAL OPERATING 25000 PROFESSIONAL FIREFIGHTERS OF WI 321 E MAIN ST MADISON WI 53703 NONE PC GENERAL OPERATING 5000 BREAD OF HEALING 1821 N 16TH ST MILWAUKEE WI 53205 NONE PC GENERAL OPERATING 5000 CHIX 4 A CAUSE LTD PO BOX 871 WEST BEND WI 53095 NONE PC GENERAL OPERATING 10000 MEDICAL COLLEGE OF WISCONSIN PO BOX 26509 MILWAUKEE WI 532260509 NONE PC GENERAL OPERATING 25000 399000 14 271970 18 238099 OTHER INCOME 1 295 510364 510364 11 0 false false false false false false false false false false 464287804 ISHARES CORE S P SMA AT COST 108235 165457 31420B300 FEDERATED HERMES INS AT COST 169254 151928 412295107 HARDING LOEVNER INTE AT COST 242491 308723 46432F842 ISHARES CORE MSCI EA AT COST 333103 547163 06828M876 BARON EMERGING MARKE AT COST 151187 253058 46434G103 ISHARES CORE MSCI EM AT COST 277730 384671 921937694 VANGUARD MIDCAP VALU AT COST 339499 638700 922908710 VANGUARD 500 INDEX A AT COST 829127 1787183 74316J458 CONGRESS MID CAP GRO AT COST 325989 373770 057071854 BAIRD AGGREGATE BOND AT COST 278213 260052 74440B884 PGIM TOTAL RETURN BO AT COST 1082559 878872 36381Y108 MONDRIAN INTERNATION AT COST 137121 180201 101156602 BOSTON TRUST WALDEN AT COST 136046 163042 922908553 VANGUARD REAL ESTATE AT COST 264209 228314 921921300 VANGUARD EQUITY INCO AT COST 167640 187957 56064L298 NYLI CBRE GLOBAL INF AT COST 183404 199152 057071722 BAIRD ULTRA SHORT BO 04314H568 ARTISAN HIGH INCOME AT COST 160000 160179 674375795 OBERWEIS INTERNATION AT COST 148125 178890 861728400 STONE RIDGE HY REINS AT COST 239272 238736 464287226 ISHARES CORE U.S. AG AT COST 819877 819970 741479406 PRICE T ROWE GROWTH AT COST 60828 210247 72201F490 PIMCO INCOME FUND IN AT COST 182505 179344 922042742 VANGUARD TOTAL WORLD AT COST 183226 191297 922908629 VANGUARD MID CAP ETF AT COST 92617 89026 ROC ON CY SALES 93 PY RETURN OF CAPITAL ADJUSTMENT 176 PAYROLL ADJUSTMENT 2078 SECRETARIAL SERVICES 21734 0 21734 OTHER INCOME 295 295 ROUNDING 8 FOREIGN TAXES 2455 2455 0 FEDERAL ESTIMATES - PRINCIPAL 2941 0 0 FOREIGN TAXES ON NONQUALIFIED 1889 1889 0