2026-06-17T15:11:23-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2025-01-01 411911630 FRANCES & FRANK WILKINSON FOUNDATION FRAN 9129404989 25 PARK LANE MINNEAPOLIS MN 55416 FRANCES WILKINSON PRESIDENT 9129404989 2026-06-08 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-06-08 2025 2025-03-06 01:10:19Z X 2095617 X X 57331 57331 98274 697741 98274 155605 155605 0 0 0 15165 15165 0 8 8 0 1500 0 0 163 0 0 16836 15173 0 163328 163328 180164 15173 163328 -24559 140432 124931 302253 302253 1661283 1459828 1793364 1786214 1762081 2095617 0 0 X 1445878 1446304 0 0 340336 315777 1786214 1762081 1786214 1762081 1786214 -24559 426 1762081 0 1762081 PUBLICLY TRADED SECURITIES P 697741 599467 98274 98274 98274 1952 0 1952 0 1952 2237 0 0 0 2237 X 4 281 281 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A FRANCES WILKINSON 6123737080 25 PARK LANE MINNEAPOLIS MN 55416 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANK S WILKINSON JR 25 PARK LANE 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MN 55415 N/A PC GENERAL SUPPORT 10000 CORAL REEF ALLIANCE 1330 BROADWAY SUITE 600 OAKLAND CA 94612 N/A PC GENERAL SUPPORT 100 DAVIDSON COLLEGE 405 NORTH MAIN STREET DAVIDSON NC 28036 N/A PC GENERAL SUPPORT 3000 ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK NY 10010 N/A PC GENERAL SUPPORT 100 FAMILY TREE CLINIC 1919 NICOLLET AVENUE MINNEAPOLIS MN 55403 N/A PC GENERAL SUPPORT 500 FRIENDS OF THE HENNEPIN COUNTY LIBRARY 300 NICOLLET MALL SUITE N-290 MINNEAPOLIS MN 55401 N/A PC GENERAL SUPPORT 100 FRIENDS OF THE HIGH LINE 820 WASHINGTON ST NEW YORK NY 10014 N/A PC GENERAL SUPPORT 250 GENDER JUSTICE 663 UNIVERSITY AVE W SUITE 200 ST PAUL MN 55104 N/A PC GENERAL SUPPORT 1500 GEORGE GORDON BATTLE CEMETERY TRUST 412 S CHERRY ST RICHMOND VA 23220 N/A PC GENERAL SUPPORT 1050 GREATER TWIN CITIES UNITED WAY 404 S 8TH STREET MINNEAPOLIS MN 55404 N/A PC GENERAL SUPPORT 5000 GUTHRIE THEATER 818 2ND STREET MINNEAPOLIS MN 55415 N/A PC GENERAL SUPPORT 10000 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 N/A PC GENERAL SUPPORT 100 MACPHAIL CENTER FOR MUSIC 501 S 2ND ST MINNEAPOLIS MN 55401 N/A PC GENERAL SUPPORT 253 MACULAR DEGENERATION FOUNDATION BOX 515 NORTHAMPTON MA 010610515 N/A PC GENERAL SUPPORT 250 MADRE 121 WEST 27TH ST 604 NEW YORK NY 10001 N/A PC GENERAL SUPPORT 100 METRO MEALS ON WHEELS 1200 WASHINGTON AVE S SUITE 380 MINNEAPOLIS MN 55415 N/A PC GENERAL SUPPORT 100 METROPOLITAN MUSEUM OF ART 1000 5TH AVE NEW YORK NY 10028 N/A PC GENERAL SUPPORT 250 MINNEAPOLIS INSTITUTE OF ART 2400 THIRD AVENUE SOUTH MINNEAPOLIS MN 55404 N/A PC GENERAL SUPPORT 2500 MINNEAPOLIS PARKS FOUNDATION 4800 MINNEHAHA AVE MINNEAPOLIS MN 55417 N/A PC GENERAL SUPPORT 10000 MINNESOTA PUBLIC RADIO 480 CEDAR ST ST PAUL MN 55101 N/A PC GENERAL SUPPORT 500 MORGAN LIBRARY AND MUSEUM 225 MADISON AVE NEW YORK NY 10016 N/A PC GENERAL SUPPORT 250 MSP FILM SOCIETY 115 SE MAIN ST SUITE 300 MINNEAPOLIS MN 55414 N/A PC GENERAL SUPPORT 7000 MUSEUM OF MODERN ART 11 W 53RD ST NEW YORK NY 10019 N/A PC GENERAL SUPPORT 1500 NATIONAL TRUST OF HISTORIC PRESERVATION 600 14TH ST NW STE 500 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 100 NATIONAL URBAN LEAGUE 80 PINE STREET 9TH FLOOR NEW YORK NY 10005 N/A PC GENERAL SUPPORT 100 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH ST STE NEW YORK NY 10011 N/A PC GENERAL SUPPORT 100 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 N/A PC GENERAL 150 NEW YORK PUBLIC LIBRARY 445 FIFTH AVENUE 4TH FLOOR NEW YORK NY 10016 N/A PC GENERAL SUPPORT 250 PAGE EDUCATION FOUNDATION 901 N 3RD ST SUITE 355 MINNEAPOLIS MN 55401 N/A PC GENERAL SUPPORT 100 PARK AND TRAILS 6070 MAPLETON RD BAXTER MN 56425 N/A PC GENERAL SUPPORT 100 PESTICIDE ACTION NETWORK 3438 SNELLING AVE MINNEAPOLIS MN 55406 N/A PC GENERAL SUPPORT 100 PLANNED PARENTHOOD 123 WILLIAM ST 10 FL NEW YORK NY 10038 N/A PC GENERAL SUPPORT 100 PLOUGHSHARES FUND 315 BAY STREET SUITE 400 SAN FRANCISCO CA 94133 N/A PC GENERAL SUPPORT 250 POPULATION CONNECTION 2120 L ST NW STE 500 WASHINGTON DC 20037 N/A PC GENERAL SUPPORT 100 PROJECT SUCCESS 1 GROVELAND TERRACE SUITE 300 MINNEAPOLIS MN 55403 N/A PC GENERAL SUPPORT 2000 PUBLIC CITIZEN 1600 20TH ST NW WASHINGTON DC 20009 N/A PC GENERAL SUPPORT 300 PUBLIC THEATER 425 LAFAYETTE ST NEW YORK NY 10003 N/A PC GENERAL SUPPORT 72500 ROSIE'S THEATER KIDS 445 WEST 45TH STREET NEW YORK NY 10036 N/A PC GENERAL SUPPORT 500 SAVE THE REDWOODS 111 SUTTER ST SAN FRANCISCO CA 94104 N/A PC GENERAL SUPPORT 100 SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 N/A PC GENERAL SUPPORT 100 SIERRA CLUB FOUNDATION 2327 E FRANKLIN AVE STE 1 MINNEAPOLIS MN 55406 N/A PC GENERAL SUPPORT 250 ST MARKS CATHEDRAL CHURCH 519 OAK GROVE STREET MINNEAPOLIS MN 55403 N/A PC GENERAL SUPPORT 5000 ST PAUL CHAMBER ORCHESTRA 408 SAINT PETER ST STE 300 ST PAUL MN 55102 N/A PC GENERAL SUPPORT 500 ST BONAVENTURE INDIAN MISSION AND SCHOOL PO BOX 610 THOREAU NM 87323 N/A PC GENERAL SUPPORT 250 THEATER LATTE DA 345 13TH AVE NE MINNEAPOLIS MN 55413 N/A PC GENERAL SUPPORT 2000 TRADEMARK THEATER 2285 UNIVERSITY AVE W ST PAUL MN 55114 N/A PC GENERAL SUPPORT 500 TRUST FOR PUBLIC LAND 2610 UNIVERSITY AVENUE SUITE 300 ST PAUL MN 55114 N/A PC GENERAL SUPPORT 7500 TWIN CITIES PUBLIC TELEVISION 172 E 4TH ST ST PAUL MN 55101 N/A PC GENERAL SUPPORT 1000 UNICEF USA 125 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 N/A PC GENERAL SUPPORT 100 UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE STE 500 MINNEAPOLIS MN 55455 N/A PC GENERAL SUPPORT 200 WALKER ART CENTER 725 VINELAND PL MINNEAPOLIS MN 55403 N/A PC PEROFRMING ARTS AND SCULPTURE GARDEN 12000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT ST NEW YORK NY 10014 N/A PC GENERAL SUPPORT 275 WOMEN'S FOUNDATION OF MINNESOTA 105 5TH AVE S MINNEAPOLIS MN 55401 N/A PC GENERAL SUPPORT 100 163328 0 14 57331 18 98274 0 155605 0 155605 0 0 0 0 0 0 0 0 0 0 AVANTIS INTERNATIONAL SML ETF AT COST 94551 142083 BAIRD AGGREGATE BOND INS AT COST 136466 138346 CHAUTAUQUA INTERNATIONAL GROWTH INSTL AT COST 82886 111303 DIAMOND HILL CORE BOND INS AT COST 137106 138278 FULLER & THALER BEHAVIORAL SM-CP EQ INST AT COST 129421 212264 GOLDMAN SACHS GQG PTNRS AT COST 101245 129572 HARTFORD INTERNATIONAL VALUE I AT COST 97291 123530 ISHARES CORE S&P SMALL CAP ETF AT COST 72265 103235 ISHARES RUSSELL 2000 AT COST 2929 2954 ISHARES TR S&P MIDCAP 400 AT COST 63690 81510 SCHWAB US BROAD MARKET AT COST 159135 175793 VANGUARD EUROPEAN ETF AT COST 34278 39631 VANGUARD SHORT TERM AT COST 145504 147844 VANGUARD VALUE ETF AT COST 132142 171891 WCM INTERNATIONAL VALUE AT COST 70919 75130 INTUIT 163 0 0 OUTSTANDING CHECKS FROM PRIOR YEARS NOT CLEARED IN 2025 426 INVESTMENT MANAGEMENT FEES 15165 15165 0 ESTIMATED EXCISE TAX 1500 0 0