2026-04-21T11:03:52-05:00 2025-11-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2024-12-01 392043572 BRAND FAMILY FOUNDATION BRAN 6082572535 2 E MIFFLIN ST 901 MADISON WI 53703 NATHAN F BRAND TRUSTEE 6082572535 2026-04-20 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-04-20 2024 2025-03-06 01:10:19Z X 19697598 X 3427150 314634 314634 0 3741784 314634 0 0 0 3090 1545 1545 5 5 0 3095 1550 1545 1505000 1505000 1508095 1550 1506545 2233689 313084 4102346 2330671 2330671 1577390 3469606 17155802 70652 70651 211125 5750388 5870928 19697598 0 0 X 0 0 0 0 5750388 5870928 5750388 5870928 5750388 5870928 5750388 2233689 0 7984077 2113149 5870928 4352 0 4352 0 4352 23810 0 0 0 23810 X 0 19458 19458 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A MR NATHAN S BRAND 6082572535 2 EAST MIFFLIN STREET SUITE 901 MADISON WI 53703 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DORA S BRAND 2 EAST MIFFLIN STREET MADISON WI 53703 TRUSTEE (THRU JAN '25) 1.00 0 0 0 NATHAN S BRAND 2 EAST MIFFLIN STREET MADISON WI 53703 TRUSTEE 1.00 0 0 0 DOROTHEA B KENNEDY 2 EAST MIFFLIN STREET MADISON WI 53703 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 13030124 3849404 0 16879528 0 0 16879528 253193 16626335 831317 831317 4352 4352 826965 0 826965 0 826965 1506545 0 1506545 826965 0 0 1695383 605170 520301 787272 1011603 4619729 1506545 0 0 0 826965 679580 0 0 5299309 0 0 0 0 0 0 1695383 3603926 605170 520301 787272 1011603 679580 DORA S BRAND NATHAN S BRAND DOROTHEA B KENNEDY X AGRACE FOUNDATION INC 5395 E CHERYL PARKWAY MADISON WI 53711 PC MEMORIALS 1000 BALANCE AND BELIEVE FOUNDATION INC 3606 BLACKHAWK DR MADISON WI 53705 PC UW CARBONE CANCER CENTER 10000 COCONUT GROVE CARES INC 3870 GRAND AVE MIAMI FL 33133 PC PROGRAM SUPPORT 2000 FIRST TEE SOUTH CENTRAL WISCONSIN 2819 ROYAL AVE MADISON WI 53713 PC GENERAL DONATION2025 FIRST TEE CUP 55000 MADISON CHILDREN'S MUSEUM 100 N HAMILTON ST MADISON WI 53703 PC PROGRAM SUPPORT 50000 UNITED WAY OF MIAMI-DADE INC 3250 SOUTHWEST THIRD AVENUE MIAMI FL 33129 PC COMMUNITY PROGRAMSCOCONUT GROVE CARES INC 10000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 PC FOOTBALL INDOOR PRACTICE FACILITY FUND, CAPITAL PROJECTS RESERVE FUND, CHAZEN MUSEUM OF ART EXCELLENCE FUND, PAUL SHAIN GRADUATE SCHOLARSHIP FUND IN BUSINESS, ODYSSEY PROJECT FUND, ANDY NORTH AND FRIENDS CANCER FUND, SPECIAL EVENT ENTERTAINMENT FUND 1027000 VARSITY COLLECTIVE CHARITABLE FUND INC 150 E GILMAN ST STE 5000 MADISON WI 53703 PC MEN AND WOMEN'S BASKETBALL 350000 1505000 0 14 314634 0 314634 0 314634 0 0 0 0 0 0 0 0 0 0 X X 1 DORA S BRAND 2 E MIFFLIN ST STE 901 MADISON WI 53703 3427150 X X 1 5000 SHARES MICROSOFT CORP 2127150 2024-12-30 ACCOUNTING FEES 3090 1545 1545 ABBOT LABORATORIES 15234 90230 ABBVIE INC 16520 159390 AMER ELECTRIC PWR CO 16952 61885 APPLIED MATERIALS 528200 7012550 ASSOCIATED BANK CORP 24609 44378 CONAGRA BRANDS INC 19052 17850 ELI LILLY AND CO 185914 1613205 EPLUS INC 68400 1075200 FEDEX CORP 148691 275680 FLEXSTEEL INDUSTRIES 20875 213462 INTEL CORP 23601 48672 JOHNSON & JOHNSON 25430 82768 JP MORGAN CHASE & CO 72205 626160 LAMB WESTON HOLDINGS 5612 19667 MEDTRONIC PLC 27548 37708 MERCK & CO INC 65182 146762 MICROSOFT CORP 42039 2952060 MONDELEZ INTL 9401 28785 NISOURCE INC HOLDING 7602 61782 PHILIP MORRIS INTL 23944 78740 PROCTER & GAMBLE 31909 74080 SECURITY NATIONAL FIN 99852 84275 SYSCO CORPORATION 22177 60960 TE CONNECTIVITY LTD 19562 84806 UGI CORPORATION 20440 47460 UNITED COMMUNITY BANKS 28376 87952 VERIZON COMMUNICATION 21736 32888 W T B FINL CORP 421495 517720 WILLIS LEASE FIN CORP 1364153 1190287 XCEL ENERGY INC 92895 328440 STATE STREET SPDR S&P AT COST 70651 211125 COST BASIS ADJUSTMENT FOR DONATED STOCK 2113149 OTHER CONSULTING FEES 5 5 0