2024-05-03T12:37:06-07:00 2023-12-31 873834167 Lucida Advisors LLC 20633 Watertown Court Brookfield WI 53186 990PF 2023-01-01 453146831 Fox Woods Foundation Inc FOXW 6082835162 525 Junction Rd 2000 Johnson Bank Madison WI 53717 Marilynn Thompson President 2024-05-03 true Marilynn Thompson 999009999 true Janet Hartung Renfert CPA P00187848 6082338333 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 154735 X X 3549 3549 3549 3601 59784 3601 565 26 26 7176 7176 4114 1240 1240 1334 1334 42 42 2616 2616 0 9000 9000 11616 2616 9000 -4440 4560 4114 3400 3400 3400 11668 10551 10551 76646 72509 88228 53631 54445 52556 145345 140905 154735 1210 1210 1210 1210 X 144135 139695 144135 139695 145345 140905 144135 -4440 139695 139695 (A): Johnson Bank ST - details avail P 2023-01-01 2023-12-31 20248 19715 533 533 (D): Johnson Bank LT - details avail P 2020-01-01 2023-12-31 31852 30056 1796 1796 Capital Gain Distributions- Johnson Bank P 2020-01-01 2023-12-31 216 216 216 (A): Pershing LLC ST - details avail P 2023-01-01 2023-12-31 1866 1834 32 32 (D): Pershing LLC LT - details avail P 2020-01-01 2023-12-31 5020 4578 442 442 Capital Gain Distributions- Pershing LLC P 2020-01-01 2023-12-31 582 582 582 3601 565 63 63 63 747 747 684 684 false false false false false false false true true WI true false false false false true N/A Johnson Bank Wealth Management 6082033900 525 Junction Road Suite 2000 Madison WI 53717 false false false false false false false false false false false false false false false false false false false false false false Marilynn Thompson 525 Junction Rd Suite 2000 Madison WI 53717 President 1.00 0 Jennifer Thompson 525 Junction Rd Suite 2000 Madison WI 53717 Vice President 1.00 0 Oscar Seibel 525 Junction Rd Suite 2000 Madison WI 53717 Secretary 1.00 0 NONE NONE 144809 8668 0 153477 0 153477 2302 151175 7559 7559 63 63 7496 7496 7496 9000 9000 7496 760 917 500 982 3159 9000 0 7496 1504 4663 0 760 3903 917 500 982 1504 Marilynn Thompson X St Vincent De Paul 2033 Fish Hatchery Rd Madison WI 53725 None PC General Operations 5000 Madison Symphony Orchestra 222 W Washington Ave Madison WI 53703 None PC General Operations 1500 Our Lady Queen Of Peace Parish Scho 401 S Owen Dr madison WI 53711 None PC General Operations 2500 9000 14 3549 18 3601 Mutual Fund Income 14 26 7176 7176 false false false false false false false false false false Tax Prep Fees 1240 1240 0 0 Mutual Fund Income 26 26 Payable to M T 1210 1210 Asset Custody Fees- JB 1220 1220 0 0 Asset Custody Fees- Pershing 114 114 0 0 Foreign Taxes Paid 42 42