2026-02-25T17:17:52-05:00 2025-12-31 391184176 LICHTSINN & HAENSEL SC 111 E WISCONSIN AVE STE 1800 MILWAUKEE WI 53202 990PF 2025-01-01 391892888 GEIGER FAMILY FOUNDATION INC GEIG 4142763400 111 EAST WISCONSIN AVE SUITE 1800 MILWAUKEE WI 53202 WILLARD G NEARY PRES/DIRECTOR 4142763400 2026-01-03 WILLARD NEARY P00111688 4142763400 2026-02-25 2025 2025-03-06 01:10:19Z X 3291431 X X 12937 12937 30994 30994 123052 289901 123052 166983 166983 62500 5191 5191 1141 1141 15238 15238 7842 7842 91912 29412 0 156000 156000 247912 29412 156000 -80929 137571 207903 124873 124873 223256 322983 328616 948310 898917 2578715 273371 273371 258727 50236 500 500 1703076 1620644 3291431 0 X 1703076 1622147 1703076 1622147 1703076 1622147 1703076 -80929 1622147 1622147 TRUIST FINL 5.25 P 2025-01-14 39068 49736 -10668 -10668 STARBUCKS P 2025-02-05 30212 2148 28064 28064 FORTIVE CORP P 2025-04-03 40575 13921 26654 26654 US BANCORP 5.5% P 2025-04-03 11473 9676 1797 1797 US BANCORP 5.5% P 2025-05-28 31546 40746 -9200 -9200 ANSYS/SYNPOSYS P 2025-07-18 88664 5544 83120 83120 PAYPAL HOLDINGS P 2025-09-26 48363 45078 3285 3285 123052 1912 1912 1912 5000 5000 3088 3088 false false false false false false false true true WI true false false false false true NONE WILLARD G NEARY 4142763400 111 EAST WISCONSIN AVE SUITE 1800 MILWAUKEE WI 53202 false false false false false false false false false false false false false false false false false false false false WILLARD G NEARY 111 EAST WISCONSIN AVE SUITE 1800 MILWAUKEE WI 53202 PRES/DIRECTO 2.00 25000 0 0 THERESA KENT 111 EAST WISCONSIN AVE SUITE 1800 MILWAUKEE WI 53202 VICE PRES/DI 2.00 25000 0 0 DONAL DEMET 111 EAST WISCONSIN AVE SUITE 1800 MILWAUKEE WI 53202 DIRECTOR 1.00 12500 0 0 NONE NONE N/A 3154171 180315 500 3334986 3334986 50025 3284961 164248 164248 1912 1912 162336 162336 162336 156000 156000 162336 5471 5811 10807 22089 156000 156000 6336 6336 15753 0 15753 4946 10807 X CATHOLIC MEMORIAL HIGH SCHOOL 601 EAST COLLEGE WAUKESHA WI 53186 PC GENERAL 7500 CITY OF WAUWATOSA VFW 2915 S LENOX MILWAUKEE WI 53207 PC GENERAL 2000 DIVINE SAVIOR HOLY ANGELS HS 4257 N 100TH STREET MILWAUKEE WI 53222 PC GENERAL 3000 HAPPY ENDING NO KILL CAT 5349 W FOREST HOME AVE MILWAUKEE WI 53220 PC GENERAL 10000 LA CASA DE ESPERANZA 410 ARCADIAN AVENUE WAUKESHA WI 53186 PC GENERAL 10000 LUKE HOMAN FOUNDATION 16520 DEER CREEK PARKWAY BROOKFIELD WI 53005 PC GENERAL 5000 MARQUETTE HIGH SCHOOL 3401 WEST WISCONSIN AVE MILWAUKEE WI 53208 PC GENERAL 7500 MARQUETTE UNIV LAW SCHOOL 1103 W WISCONSIN AVE MILWAUKEE WI 53201 PC GENERAL 7500 MILW FIREFIGHTERS CHARIT FDN 5625 W WISCONSIN AVE MILWAUKEE WI 53215 PC GENERAL 10000 MILWAUKEE RESCUE MISSION 830 N 19TH STREET MILWAUKEE WI 53233 PC GENERAL 2500 NICOLE ELLIS FOUNDATION PO BOX 569 HOLLAND IL 60473 PC GENERAL 2500 PIUS XI HIGH SCHOOL 135 N 76TH STREET MILWAUKEE WI 53213 PC GENERAL 5000 SILVER SPRING NEIGHBORHOOD CTR 5460 N 64TH STREET MILWAUKEE WI 53218 PC GENERAL 2500 SOABT INC W188 S6757 GOLD DRIVE MUSKEGO WI 53150 PC GENERAL 5000 SOUTH SHORE SAILING FDN 2300 E NOCK STREET MILWAUKEE WI 53207 PC GENERAL 43500 ST ROBERT'S SCHOOL 4019 N FARWELL AVE SHOREWOOD WI 53211 PC GENERAL 15000 WISCONSIN ADAPTIVE SPORTS ASSN 715 TALON TRAIL BROOKFIELD WI 53045 PC GENERAL 2500 MILWAUKEE BASEBALL CLUB INC 1623 S 38TH STREET MILWAUKEE WI 53215 PC GENERAL 5000 ST LEO UNIVERSITY 33701 COUNTY ROAD 52 ST LEO FL 33574 PC GENERAL 10000 156000 ACACIA THEATRE COMPANY 2224 W KILBOURN AVE MILWAUKEE WI 53233 PC GENERAL 1500 1500 14 12937 14 30994 123052 43931 123052 166983 false false false false false false false false false false TAX PREPARATION FEES 1141 1141 INDEX BOND FUNDS 273371 258727 STOCK PORTFOLIO 898917 2578715 322983 328616 LICHTSINN & HAENSEL, S.C. 5191 5191 TRUIST FIN C 5.25% 49736 MINERAL RIGHTS 500 500 500 INVESTMENT MANAGEMENT 15238 15238 2025 ESTIMATED TAX PAYMENT 5000 5000 BALANCE DUE ON 2024 990 PF 2842 2842