2026-04-15T09:43:24-05:00 2025-12-31 611568635 BEGALKE & ASSOCIATES LLC 2024 KOHLER MEMORIAL DRIVE SHEBOYGAN WI 53081 990PF 2025-01-01 391807639 HUGH & RUTH V ROSS CHARITABLE FUND INC HUGH 9204574331 310 ST CLAIR AVENUE SHEBOYGAN WI 53081 HUGH ANDREW ROSS TREASURER 9204579426 2026-04-13 1 DAVID R BEGALKE CPA P00359045 9204583591 2026-04-13 2025 2025-03-06 01:10:19Z X 9631091 X 7700267 2874 2874 80814 80814 27739 667439 27739 7811694 111427 0 0 0 2343 0 0 31004 31004 0 616 0 0 517 517 0 712 712 0 35192 32233 0 331000 331000 366192 32233 331000 7445502 79194 36913 155805 155805 0 457316 482009 334818 3053602 3847430 90056 89998 86001 77883 3941303 5059846 539670 7698024 9631091 340000 340000 0 X 199670 7698024 0 0 0 0 199670 7698024 539670 7698024 199670 7445502 52852 7698024 0 7698024 EDWARD LIFE SCIENCES CORP 16264 14939 1325 1325 FORMENTAL ECONOMICO MEXICANO 18301 21113 -2812 -2812 FRANKLIN TEMPLETON ETF 22699 22986 -287 -287 GENERAL MOTORS CROP 5819 4650 1169 1169 JOHNSON AND JOHNSON 65090 62920 2170 2170 NIKE INC 18434 13901 4533 4533 SOLSTICE ADVANCE MINERALS 12 12 0 0 UNILVER PLC ADR 32747 35079 -2332 -2332 WARNER BROTHERS DISCOVERY 1116 1116 1116 WELLS FARGO 429685 403509 26176 26176 WELLS FARGO 41520 34341 7179 7179 PUBLIC FIN AUTH WI 4.75% 5000 4462 538 538 WIS CENTER TAX DIST 5.25% 10000 10200 -200 -200 FRONTLINE PLC 752 11588 -10836 -10836 27739 1101 0 1101 0 1101 0 0 0 0 0 X 16 1117 0 0 0 0 0 0 0 0 0 0 0 1 WI 1 0 0 0 0 1 N/A HUGH ANDREW ROSS 9204579426 310 ST CLAIR AVENUE SHEBOYGAN WI 53081 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARLA ROSS 321 ST CLAIR AVE SHEBOYGAN WI 53081 PRESIDENT 1.00 0 0 0 HUGH ANDREW ROSS 310 ST CLAIR AVENUE SHEBOYGAN WI 53081 SECRETARY &TREASURER 1.00 0 0 0 MAEVE ANNE QUINN 310 ST CLAIR AVENUE SHEBOYGAN WI 53081 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 6281251 213982 0 6495233 0 0 6495233 97428 6397805 319890 319890 1101 1101 318789 0 318789 0 318789 331000 0 331000 318789 0 0 81332 10496 91828 331000 0 0 0 318789 12211 0 0 104039 0 0 0 0 0 0 81332 22707 10496 12211 HUGH A ROSS 310 ST CLAIR AVE SHEBOYGAN WI 53081 9204579426 HUGH.ROSS@SBCGLOBAL.NET WRITTEN NONE NONE FAMILY CONNECTIONS INC 2508 S 8TH STREET SHEBOYGAN WI 53081 NONE PC OPERATIONAL 2000 FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY LITERACY COUNCIL PROJECT 1209A EASTERN AVE PLYMOUTH WI 53073 NONE PC OPERATIONAL 2000 FIRST CONGREGATIONAL CHURCH 310 BLUFF AVENUE SHEBOYGAN WI 53083 NONE PC ENDOWMENT 101000 JM KOHLER ARTS CENTER ENDOWMENT 608 NEW YORK AVE SHEBOYGAN WI 53081 NONE PC OPERATIONAL 101000 MEAD PUBLIC LIBRARY 710 NORTH 8TH ST SHEBOYGAN WI 530814563 NONE PC OPERATIONAL 4000 PLANNED PARENTHOOD OF WISCONSIN INC 302 N JACKSON ST MILWAUKEE WI 53202 NONE PC OPERATIONAL 101000 SAFE HARBOR OF SHEBOYGAN COUNTY INC P O BOX 582 SHEBOYGAN WI 530820582 NONE PC OPERATIONAL 4000 SHEBOYGAN COUNTY INTERFAITH ORGANIZATION-BRIDGWAY HOUSE P O BOX 73 SHEBOYGAN WI 53082 NONE PC OPERATIONAL 4000 SHEBOYGAN PUBLIC EDUCATION FOUNDATION 605 NORTH 8TH STREET SHEBOYGAN WI 53081 NONE PC EDUCATIONAL 4000 SHEBOYGAN SYMPHONY ORCHESTRA 921 NORTH 8TH ST SUITE 208 SHEBOYGAN WI 53081 NONE PC OPERATIONAL 4000 UNIVERSITY WISCONSIN ARTS SCHOLAR ONE UNIVERSITY DRIVE SHEBOYGAN WI 53081 NONE PC OPERATIONAL 4000 331000 0 14 2874 14 80814 18 27739 0 111427 0 111427 0 0 0 0 0 0 0 0 0 0 X X 1 JANET ROSS MARITAL TRUST P0 BOX 209 SHEBOYGAN WI 53083 7265709 X 2 JANET ROSS MARITAL TRUST P0 BOX 209 SHEBOYGAN WI 53083 93942 X 3 JANET ROSS MARITAL TRUST P0 BOX 209 SHEBOYGAN WI 53083 340616 X 1 STOCKS AND BONDS 7265709 2025-05-08 3 LOAN BALANCE AND INTEREST 340616 2025-04-24 RETURN PREPARATION 2343 0 0 HC DENSION-CORPORATE BONDS 89998 86001 HC DENISON-COMMON STOCK 3053602 3847430 0 0 457316 482009 HC DENISON-MUTUAL FUNDS/ETF'S FMV 3941303 5059846 BOND AMORTIZTION 712 712 0 BOOK/TAX BASIS DIFFERENCE 31600 TAX EXEMPT INTEREST NET OF AMORTIZATION 21252 INVESTMENT ADVISOR FEES 31004 31004 0 FOREIGN TAX 190 190 0 990 PF TAX 327 327 0