2024-05-08T11:12:22-07:00 2023-12-31 873834167 Lucida Advisors LLC 20633 Watertown Court Brookfield WI 53186 990PF 2023-01-01 203304142 Chase Family Foundation Inc CHAS 4144454250 4529 West Townsend Street Milwaukee WI 53216 Peggy Chase Drana Director 2024-05-08 true Peggy Chase Drana 999009999 true Mark D Krebsbach CPA P00493016 6082338333 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 6574457 X X 174083 174083 174083 187744 2439796 187744 10193 10193 372020 372020 174083 1500 750 1428 1428 53152 53152 3589 1819 59669 57149 0 310000 310000 369669 57149 310000 2351 314871 174083 17769 15999 15999 197311 181143 181143 2071273 1920080 2574850 1687513 1734269 1690637 1896307 2021033 2111828 5870173 5872524 6574457 1837 1837 1837 1837 X 5868336 5870687 5868336 5870687 5870173 5872524 5868336 2351 5870687 5870687 A) ST Johnson Bank - details avail P 2023-01-01 2023-12-31 46270 42054 4216 4216 D) LT Johnson Bank - details avail P 2022-01-01 2023-12-31 137760 152036 -14276 -14276 A) ST Pershing YAV-019171- Details Avail P 2023-01-01 2023-12-31 57081 64446 -7365 -7365 D) LT Pershing YAV-019171- Details Avail P 2022-01-01 2023-12-31 479614 318619 160995 160995 A) ST Pershing YAV-019163- Details Avail P 2023-01-01 2023-12-31 586816 588279 -1463 -1463 D) LT Pershing YAV-019163- Details Avail P 2022-01-01 2023-12-31 1112396 1086618 25778 25778 Capital Gain Distributions P 2022-01-01 2023-12-31 19859 19859 19859 187744 -4612 4377 4377 4377 X 98 4475 0 false false false false false false false true true WI true false false false false true N/A Peggy Chase Drana 4144454250 4529 West Townsend Street Milwaukee WI 53216 false false false false false false false false false false false false false false false false false false false false false false Sally Chase Polley W173 N5553 Ravenwood Drive Menomonee Falls WI 530517840 Director 1.00 500 Amy Chase Hefty 113 Hill Drive Castle Rock CO 80104 Director 1.00 500 Peggy Chase Drana 4529 West Townsend Street Milwaukee WI 53216 Director 1.00 500 NONE NONE 6228786 165619 0 6394405 0 6394405 95916 6298489 314924 314924 4377 4377 310547 310547 310547 310000 310000 310547 59251 52109 31736 69208 212304 310000 0 310000 547 547 211757 0 211757 58704 52109 31736 69208 X Porchlight Inc 306 North Brooks Street Madison WI 53715 None Charity Porchlight strives to decrease the Dane county homeless population by providing shelter, housing, supportive services, and a community in ways that empower residents and program participants to positively shape their lives. 25000 Douglas-Elbert Task Force 1638 Park Street Castle Rock CO 80109 None Charity The Douglas/Elbert Task Force strives to meet the immediate needs of residents of Douglas and Elbert County who are in financial distress and at risk of becoming homeless. They work directly with clients to help work through troublesome times by providing essential services with dignity, kindness and respect. 30000 Falls Area Food Pantry PO Box 238 Menomonee Falls WI 53052 None Charity Falls Area Food Pantry gathers and distributes food to those with acute or chronic need who live in the greater Menomonee Falls area. They strive to raise awareness of hunger in the community and provide volunteer opportunities for community members to serve one another. 15000 After Breast Cancer Diagnosis 5775 N Glen Park Road Suite 201 Glendale WI 53209 None Charity After Breast Cancer Diagnosis provides reliable accurate information, and personalized support and resources to patients, family members or survivors. 10000 CARE PO Box 1870 Merrifield VA 22116 None Charity CARE cuts poverty at its roots and provides change to the people must vulnerable to hunger, violence and disease. 25000 Milwaukee Symphony Orchestra MSO 1101 North Market Street Ste 100 Milwaukee WI 53202 None Charity MSO reaches out to diverse audiences through concert performances, education and outreach programs to comfort, educate, entertain and exhilarate the human soul through events of cultural significance, relevance and artistic challenge; to embrace, preserve and foster our musical heritage; and to enhance the vibrancy of our community. 50000 Children's Hospital Colorado 13123 E 16th Avenue Aurora CO 80045 None Charity Children's Hospital Colorado seeks to provide children access to the highest quality care through commitment to safety and consistency, and endeavors to take pediatric medicine and family-centered care to new heights. 20000 Sunset Playhouse 700 Wall Street Elm Grove WI 53122 None Charity Sunset Playhouse is a not-for-profit community theater group, incorporated in 1954. It was the first theater in Wisconsin to be built entirely by a community theater group. 10000 Heifer International 1 World Avenue Little Rock AR 72202 None Charity Heifer International works to empower families by training people in sustainable farming, helping farmers gain access to the market, and empowering women by developing leadership skills. 5000 Meta House 2625 N Weil Street Milwaukee WI 53212 None PC Meta House ends the generational cycle of addiction by healing women and strengthening families. 2500 Able Charities 803 West Wells Street Milwaukee WI 53233 None PC Able Charities improves the quality of life for people with a specific focus on assisting orphans, widows and their children by offering medical services, education and vocational activities. 4000 Keokuk Community School Foundation PO Box 431 Keokuk IA 52632 None PC The Foundation exists as a vehicle of financial support and assistance for the Keokuk Community School District. 5000 ACLU of Wisconsin 207 E Buffalo Street Suite 325 Milwaukee WI 53202 None PC The ACLU of Wisconsin is dedicated to defending the civil liberties and rights of all Wisconsin residents. 10000 Colorado Horse Rescue Network 38705 Big Springs Road Rush CO 80833 None PC CHRN's mission is to actively rescue horses from a variety of situations to prevent them from entering the slaughter pipeline or entering into abusive or neglectful homes. 10000 Planned Parenthood Federation of Am PO Box 97166 Washington DC 20090 None Charity Planned Parenthood provides affordable quality and confidential sexual and reproductive health care services. 26500 The Trevor Project PO Box 69232 West Hollywood CA 90069 None Charity The Trevor Project is a suicide prevention and crisis intervention organization for LGBTQ young people. 3000 World Central Kitchen 200 Massachusetts Ave NW 7th floor Washington DC 20001 None Charity To advocate for more hunger relief and better nutrition. train aspiring chefs in skills and safety to build their careers and the food economy. 5000 Milwaukee French Immersion FDN 2360 N 52nd Street Milwaukee WI 53210 None Charity Milwaukee French Immersion School is a committed to making French language immersion education accessible to ALL students 4000 Diverse Resilient 2439 N Holton St Milwaukee WI 53212 None Charity To achieve health equity and improve the safety and well-being of LGBTQ people and communities in Wisconsin. 23000 White Earth Land Recovery Project 607 Main Ave Callaway MN 56521 None Charity To facilitate the recovery of the original land base of the White Earth Indian Reservation while preserving and restoring traditional practices of sound land stewardship, language fluency, community development, and strengthening our spiritual and cultural heritage. 7000 Courage MKE 1322 S 10th St Milwaukee WI 53204 None Charity Licensed group home for displaced LGBTQ+ youth. Supports all aspects of their identities including gender, sexual orientation, and race. 5000 Center for Carbon Removal PO Box 67385 Newark NJ 07101 Charity to design and champion equitable, science-based policies that bring carbon removal solutions to gigaton scale. 10000 American Red Cross 4860 Sheboygan Ave Madison WI 53705 Charity The American Red Cross prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors.? 2500 American Heart Association PO Box 840692 Dallas TX 75284 Charity Donation to help fight heart disease and stroke, funding research, educational programs and advocacyefforts in the community. 2500 310000 14 174083 18 187744 Miscellaneous Income 14 1149 Mutual Fund Income 14 244 Non Dividend Distributions 14 8800 372020 372020 false false false false false false false false false false Porter & Sack, CPAs, S.C.- Tax prep 1428 1428 0 0 Miscellaneous Income 1149 1149 Mutual Fund Income 244 244 Non Dividend Distributions 8800 8800 Other Liability 1837 1837 Allocable Agency Fees 53152 53152 0 0 Due on prior return 1770 Foreign Taxes 1819 1819