2026-07-13T08:33:57-07:00 2025-12-31 391913401 B Harvey & Associates Inc 625 N 8th St Sheboygan WI 53081 990PF 2025-01-01 814540830 WALDHART FAMILY FOUNDATION INC WALD 8002427666 1629 BRIARWOOD ROAD SHEBOYGAN WI 53083 WALLY WALDHART PRESIDENT 8002427666 2026-05-06 true BRUCE HARVEY P01080082 9204516800 2026-05-26 X 2025 2025-03-06 01:10:19Z X 62065 X X 0 0 3418 23888 3418 0 0 0 3418 3418 0 0 0 0 1054 0 0 1054 0 0 15000 0 16054 0 0 -12636 3418 0 201 0 0 0 0 0 0 0 74500 62065 62065 74701 62065 62065 0 0 0 0 0 X -876 -12636 75577 74701 74701 62065 74701 62065 74701 -12636 62065 62065 81.096sh FID Advisor Leverage P 2024-10-22 2025-04-04 2444 0 3182 -738 0 0 0 -738 28.682sh Lord Abbett Affiliated P 2024-06-27 2025-04-04 489 0 564 -75 0 0 0 -75 436.671sh FID Advisor Leverage P 2009-09-15 2025-04-04 13161 0 10789 2372 0 0 0 2372 457.124sh Lord Abbett Affiliated P 2006-02-14 2025-04-04 7794 0 5935 1859 0 0 0 1859 3418 -813 2016-12-08 48 0 48 0 48 0 0 0 48 0 false false false false false false false false false true true true false false false true N/A WALLY WALDHART 9209808194 1629 BRIARWOOD ROAD SHEBOYGAN WI 530832151 false false false false false false false false false false false false false false false false false false false false WALLY WALDHART 1629 BRIARWOOD ROAD SHEBOYGAN WI 530832151 OFFICER/DIRECTOR 10.00 0 0 0 TRACY ANN WALDHART 1629 BRIARWOOD ROAD SHEBOYGAN WI 530832151 DIRECTOR 5.00 0 0 0 STEVEN WALDHART 301 ROYAL OAK COURT SLINGER WI 530869238 DIRECTOR 5.00 0 0 0 REBECCA SMITH 425 SOUTH HILLS DRIVE PLYMOUTH WI 530734061 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 FOUNDATION FUNDED 5 SCHOLARSHIPS IN 2025. 15000 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 2016-12-08 X 0 0 0 0 0 0 0 0 0 0 0 0 0 WALLY WALDHART INITIAL DONATION TO ROUGHLY 4560000 TO FUND EDUCATIONAL X CAROLYN VAN DEVENTER 233 HURON AVENUE SHEBOYGAN WI 53081 NONE NC EDUCATION SCHOLARSHIP 5000 JACKSON KIEL 4221 WHITE OAK LANE SHEBOYGAN WI 53083 NONE NC EDUCATION SCHOLARSHIP 2000 NOAH VERHASSELT 5009 WAGON WHEEL ROAD MANITOWOC WI 54220 NONE NC EDUCATION SCHOLARSHIP 2000 CLAIRE MIKKELSON 4328 REDWING DRIVE SHEBOYGAN WI 53083 NONE NC EDUCATION SCHOLARSHIP 3000 ANNA ADAMAVICH 2221 SCHINKER CREEK ROAD SHEBOYGAN WI 53081 NONE NC EDUCATION SCHOLARSHIP 3000 15000 0 523000 0 14 0 DIVIDENDS & INTEREST 523000 1035 14 -1035 0 CAPITAL GAINS 523000 1502 14 -1502 0 2537 -2537 0 0 4 AS INVESTMENTS GROW, THE MONEY ALLOWS FOR THE FOUNDATION 4 TO FUND EDUCATIONAL SCHOLARSHIPS FOR DESERVING STUDENTS 4 EACH YEAR. false false false false false false false false false false LORD ABBETT AFFILIATED & EQUITIES 19633 2073 2073 FIDELITY ADVISOR LEVERAGED 16243 0 0 AMERICAN FUNDAMENTAL INVESTORS 13968 20579 20579 ISHARES CORE S&P 500 18635 26328 26328 HP INC COMMON 6021 4613 4613 FIDELITY GOVERNMENT CASH RESERVES 0 8472 8472 TAX PREPARATION & ADVISOR FEES 1054