2024-11-12T07:15:32-08:00 2023-12-31 390788266 STAFFORD ROSENBAUM LLP 1200 N MAYFAIR RD STE 430 MILWAUKEE WI 53226 990PF 2023-01-01 392012512 The Arden Foundation Inc ARDE 4149822850 c/o Stafford Rosenbaum LLP 1200 N M Milwaukee WI 532263282 Marie Kohler President 4149822850 2024-11-11 true true Margaret T Lund P01537318 4149822871 2024-11-12 2023 2024-10-15 13:58:12Z X 658557 X X 1358 1358 25197 25197 33328 226832 33328 0 0 0 59883 59883 0 9130 9130 0 17227 10837 6390 203 203 0 0 26560 11040 15520 134000 134000 160560 11040 149520 -100677 48843 0 173919 50973 50973 0 0 101999 129005 133524 474944 470207 474060 0 0 0 0 0 0 750862 650185 658557 0 0 0 0 0 X 750862 650185 750862 650185 750862 650185 750862 -100677 650185 650185 Publicly Traded Long Term Gains and Losses BMO (see Part IV schedule) P 2013-12-16 2023-02-23 6357 0 4463 1894 0 0 0 1894 Publicly Traded Short Term Gains and Losses BMO (see Part IV schedule) P 2022-04-08 2023-02-23 664 0 657 7 0 0 0 7 Publicly Traded Long Term Gains and Losses Schwab (see Part IV schedule) P 2013-10-23 2023-05-25 120772 0 88468 32304 0 0 0 32304 Publicly Traded Short Term Gains and Losses Schwab (see Part IV schedule) P 2022-05-27 2023-05-25 99039 0 99916 -877 0 0 0 -877 33328 -870 679 0 679 0 679 211 500 711 -711 X 23 9 9 false false false false false false false true true WI true false false false false true N/A Margaret T Lund Stafford Rosenbaum LLP 4149822871 1200 N Mayfair Rd 430 Milwaukee WI 532263282 false false false false false false false false false false false false false false false false false false false false false Marie H Kohler 2734 E Bradford Ave Milwaukee WI 53211 Dir./Pres./Treas. 3.00 0 0 0 Brian R Mani 2734 E Bradford Ave Milwaukee Milwaukee WI 53211 Dir./V.P./Sec. 3.00 0 0 0 Anne E MacDougald 5405 Warren Road Ann Arbor MI 48105 Director 1.00 0 0 0 Marie C Fox 638 Santa Ray Ave Oakland CA 94610 Director 1.00 0 0 0 Patricia R Hooper 6828 N Lakewood Ave Chicago IL 60626 Director 1.00 0 0 0 NONE 0 NONE 0 651390 73412 0 724802 0 724802 10872 713930 35697 35697 679 679 35018 35018 35018 149520 149520 35018 69128 77000 87420 94832 117595 445975 149520 0 35018 114502 560477 0 0 0 0 69128 491349 77000 87420 94832 117595 114502 Marie H Kohler Brian R Mani None Margaret T Lund Stafford Rosenbaum 1200 N Mayfair Rd Ste 430 Milwaukee WI 532263282 4149822871 No required format. No submission deadlines. Recipient must be a 501(c)(3) organization. See Attached Schedule A WI 53202 See Schedule See Schedule 134000 134000 14 1358 14 25197 14 33328 59883 59883 N/A N/A false false false false false false false false false false Long Term Sales (BMO) - Various Purchased 6357 4463 1894 Short Term Sales (BMO) - Various 664 657 7 Long Term Sales (Schwab) - Various 120772 88468 32304 Short Term Sales (Schwab) - Various 99039 99916 -877 Columbia Total Return Fund 260314 220398 TIAA-CREF Core Impact Fund 50868 51445 Vanguard Short-Term Investment Grade Fund 87564 84837 Brown Advisory Sustain Fund 50000 60781 Vanguard Mid Cap Index Fund 21461 56599 iShares ESG Aware US 50095 50604 Vanguard ESG Internation 78910 82920 Stafford Rosenbaum LLP Legal Services 9130 BMO Financial Group Agency/Investment Fees 2349 2349 Stafford Rosenbaum LLP Administrative Services 9129 2739 6390 Schwab (Beacon Pointe) Agency/Investment Fees 5749 5749 Foreign Tax - BMO 1 1 Foreign Tax - Schwab 202 202