2024-09-09T10:09:28-05:00 2023-10-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990PF 2022-11-01 391715108 THE SUZANNE AND RICHARD PIEPER FAMILY FOUNDATION LTD SUZA 4148311250 400 N BROADWAY STREET 303 MILWAUKEE WI 53202 RICHARD R PIEPER SR PRESIDENT 4148311250 2024-09-05 1 1 MITCH DAVIS P01273382 6082744020 2024-06-25 2022 2024-08-08 14:25:15Z X 9798368 X 0 X 32172 32172 -20258 227602 0 117126 0 129040 32172 0 0 0 101046 0 101046 173 0 173 9185 1671 7514 10518 10503 15 16141 0 28600 0 28600 18557 0 18557 1995 0 1995 53731 0 53731 239946 12174 211631 102000 102000 341946 12174 313631 -212906 19998 28828 69394 69394 13327 95034 95034 187499 5031 5760 5760 1469811 1469811 8061945 978371 798073 985288 557769 110797 459836 446972 446972 104871 133975 133975 3247574 3019019 9798368 27687 12038 27687 12038 X 3219887 3006981 3219887 3006981 3247574 3019019 3219887 -212906 0 3006981 0 3006981 SECURITIES 227030 247860 -20830 -20830 CAPITAL GAINS DIVIDENDS P 572 572 572 -20258 278 0 278 0 278 1616 0 0 0 1616 0 1338 1338 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 SRPIEPERFAMILYFOUNDATION.COM RICHARD R PIEPER SR 4148311250 400 N BROADWAY STE 303 MILWAUKEE WI 53202 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD R PIEPER SR 400 N BROADWAY STE 303 MILWAUKEE WI 532025510 PRESIDENT 2.00 0 0 0 BOB SMICKLEY 400 N BROADWAY STE 303 MILWAUKEE WI 532025510 TREASURER 0.50 0 0 0 JOHN EMANUEL 400 N BROADWAY STE 303 MILWAUKEE WI 532025510 DIRECTOR 0.50 0 0 0 MARY MEEHAN MD 400 N BROADWAY STE 303 MILWAUKEE WI 532025510 DIRECTOR 0.50 0 0 0 DARLYNE BAILEY PHD 400 N BROADWAY STE 303 MILWAUKEE WI 532025510 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 18 GRANTS WERE AWARDED TO NONPROFIT ORGANIZATIONS DURING THE YEAR ENDED OCTOBER 31, 2023 TO PROMOTE CHARACTER EDUCATION AND SERVANT LEADERSHIP. 102000 THE FOUNDATION CONTINUED TO PROVIDE SERVICES AND ACTIVITIES RELATED TO CHARACTER EDUCATION AND SERVANT LEADERSHIP. 23023 0 8686946 134216 104871 8926033 0 0 8926033 133890 8792143 439607 439607 278 278 439329 0 439329 0 439329 313631 0 313631 439329 0 0 62483 62483 313631 0 0 0 313631 0 62483 62483 0 0 0 0 0 63215 0 0 0 RICHARD R PIEPER SR RICHARD R PIEPER SR 11602 N SHORECLIFF LN MEQUON WI 530923528 2622410527 NO SPECIFIC FORM NONE REQUESTS SHOULD BE RELATED TO CHARACTER EDUCATION AND SERVANT LEADERSHIP. BRYN MAWR COLLEGE 101 N MERION AVE BRYN MAWR PA 19010 N/A PC GENERAL SUPPORT 1450 MILWAUKEE RESCUE MISSION 830 N 19TH STREET MILWAUKEE WI 53233 N/A PC GENERAL SUPPORT 25000 DMAX FOUNDATION PO BOX 274 BRYN MAWR PA 19010 N/A PC GENERAL SUPPORT 250 ROBERT K GREENLEAF CENTER FOR SERVANT LEADERSHIP 133 PEACHTREE STREET NE ATLANTA GA 30303 N/A PC GENERAL SUPPORT 10000 THE GOOD PEOPLE FUND 384 WYOMING AVE MILBURN NJ 07041 N/A PC GENERAL SUPPORT 250 RIPON COLLEGE 300 W SEWARD STREET RIPON WI 54971 N/A PC GENERAL SUPPORT 25000 ST PAUL OUTREACH 5814 BLACKSHIRE PATH INNER GROVE MN 55076 N/A PC GENERAL SUPPORT 5000 LAFAYETTE COLLEGE 730 SULLIVAN ROAD EASTON PA 18042 N/A PC GENERAL SUPPORT 1200 NATIONAL ALLIANCE ON MENTAL ILLNESS 4301 WILSON BLVD STE 300 ARLINGTON VA 22203 N/A PC GENERAL SUPPORT 100 ALLIANCE OF LEADERSHIP FELLOWS 5534 BORDLEY DRIVE HOUSTON TX 77056 N/A PC GENERAL SUPPORT 1000 NATIONAL HUMAN SERVICES ASSEMBLY 1501 SIXTEENTH STREET NW WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 1000 SOCIAL JUSTICE INITIATIVE 824 W 53RD STREET KANSAS CITY MO 64112 N/A PC GENERAL SUPPORT 3000 THE PENNSYLVANIA GESTALT CENTER 1434 TREE LINE DR MALVERN PA 19355 N/A PC GENERAL SUPPORT 250 SALEM STATE UNIVERSITY FOUNDATION INC 352 LAFAYETTE STREET SALEM MA 01970 N/A PC GENERAL SUPPORT 12000 THE ST JOSEPH COMMUNITY HEALTH FOUNDATION INC 347 W BERRY ST STE 101 FORT WAYNE IN 46802 N/A PC GENERAL SUPPORT 10000 CLEVELAND STATE UNIVERSITY 2121 EUCLID AVENUE CLEVELAND OH 45115 N/A GOV GENERAL SUPPORT 3500 MARQUETTE UNIVERSITY 1250 W WISCONSIN AVE MILWAUKEE WI 53233 N/A PC GENERAL SUPPORT 2000 THE PRESERVE CHESTER SPRINGS 2127 FLOWERING SPRINGS ROAD CHESTER SPRINGS PA 19425 N/A PC GENERAL SUPPORT 1000 102000 0 MANAGEMENT FEES 117126 14 32172 18 -20258 0 11914 117126 129040 1A THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO A NON-PROFIT ORGANIZATION THAT FURTHERS THE EXEMPT PURPOSE OF THE SUZANNE AND RICHARD PIEPER FAMILY FOUNDATION. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6685 1671 5014 TAX PREPARATION FEES 2500 0 2500 OFFICE CONDO 381867 58792 SL 0.000000000000 9547 0 OFFICE CONDO IMPROVEMENTS 167270 32039 SL 0.000000000000 5556 0 FURNITURE 8632 3825 SL 0.000000000000 1038 0 STOCK HELD IN PRIVATELY OWNED COMPANY 1001740 7288740 EXCHANGE TRADED FUNDS 468071 773205 MUTUAL FUNDS FMV 798073 985288 OFFICE CONDO 381867 68339 313528 313528 OFFICE CONDO IMPROVEMENTS 167270 37595 129675 129675 FURNITURE 8632 4863 3769 3769 LEGAL 173 0 173 SCULPTURE: CROSS OF THE MILLENNIUM 39871 39871 39871 PAINTING: WISHES IN THE WIND 65000 65000 65000 DUE FROM LEGACY INVESTMENT FOR A VIRTUOUS SOCIETY, INC. 0 29104 29104 OFFICE EXPENSES 4596 0 4596 MEMBERSHIP DUES 3437 0 3437 MISCELLANEOUS EXPENSES 3687 0 3687 ADVERTISING 1920 0 1920 MEDIA VIDEOGRAPHY/EDITING/SUPPORT 20558 0 20558 RESEARCH STUDIES 11788 0 11788 INFORMATION TECHNOLOGY 6606 0 6606 INSURANCE 1139 0 1139 MANAGEMENT FEES 117126 117126 INVESTMENT FEES 10503 10503 0 INFORMATION TECHNOLOGY 15 0 15