2024-05-08T16:48:08-05:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP 101 WEST 29TH STREET SUITE 101 MARSHFIELD WI 544495250 990PF 2023-01-01 391543060 UMHOEFER FOUNDATION INC UMHO 7153897281 400 S CHESTNUT AVE MARSHFIELD WI 54449 DANIEL UMHOEFER PRESIDENT 7153897281 2024-05-03 1 DANIEL UMHOEFER XXX-XX-XXXX 1 JILL R WRENSCH EA P01252789 7153871131 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7358462 X 109090 101914 101914 41909 291555 41909 252913 143823 0 21843 16383 0 5460 1600 1600 0 0 858 858 0 0 24301 18841 0 5460 319485 319485 343786 18841 0 324945 -90873 124982 0 44919 72050 72050 2806868 2718127 7286412 2851787 2790177 7358462 0 0 X 2851787 2790177 0 0 0 0 2851787 2790177 2851787 2790177 2851787 -90873 29360 2790274 97 2790177 500.0 VANGUARD TOTAL MKT INX ADM 2023-11-20 2023-11-29 54830 54545 285 285 ASSOCIATED TRUST COMPANY COVERED- 2012 2023-12-31 214108 194945 19163 19163 1.722 DODGE & COX STOCK FD COM 2003-05-09 2023-03-23 362 156 206 206 CAPITAL GAINS DIVIDENDS P 22255 22255 22255 41909 1737 0 1737 0 1737 3412 0 0 0 3412 0 1675 1675 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A ASSOCIATED TRUST COMPANY NA 7153897281 400 S CHESTNUT AVE MARSHFIELD WI 54449 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL UMHOEFER 306 HAWTHORN AVENUE MARSHFIELD WI 54449 PRESIDENT 1.00 0 0 0 RICHARD UMHOEFER 518 WEST PARK STREET MARSHFIELD WI 54449 VICE PRESIDENT 1.00 0 0 0 THOMAS UMHOEFER 1000 WEST STATE STREET MARSHFIELD WI 54449 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 6696811 94436 0 6791247 0 0 6791247 101869 6689378 334469 334469 1737 1737 332732 0 332732 0 332732 324945 0 324945 332732 319485 0 0 324945 319485 0 0 5460 0 0 0 0 0 0 0 0 327272 0 0 0 UMHOEFER FOUNDATION CO ASSOCIATED T PO BOX 510 MARSHFIELD WI 54449 7153897281 THERE IS NO FORMAL APPLICATION. THERE ARE NO SUBMISSION DEADLINES. THERE ARE NO RESTRICTIONS OR LIMITATIONS. CHESTNUT AVENUE CENTER FOR THE ARTS PO BOX 613 MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 2500 CHILDRENS WISCONSIN MARSHFIELD 503 S CHERRY AVE 4 MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 10000 COLUMBUS CATHOLIC SCHOOLS 710 S COLUMBUS AVENUE MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 37000 COMPASSUS LIVING FOUNDATION 303 W UPHAM ST 200 MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 1000 LUCILLE TACK CENTER FOR THE ARTS 300 N SCHOOL STREET SPENCER WI 54474 NONE PC PROGRAM SUPPORT 2500 MARSHFIELD AREA COMMUNITY FOUNDATION PO BOX 868 MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 20485 MARSHFIELD AREA HABITAT FOR HUMANITY PO BOX 784 MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 8000 MARSHFIELD AREA UNITED WAY 156 SOUTH CENTRAL AVENUE MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 12000 MARSHFIELD CLINIC HEALTH SYSTEM FDN 630 S CENTRAL AVE MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 5000 MID-STATE TECHNICAL COLLEGE FDN INC 500 32ND STREET N WISCONSIN RAPIDS WI 54494 NONE PC PROGRAM SUPPORT 5000 N CENTRAL COMMUNITY ACTION PROGRAM 111 E 4TH ST SUITE 5 MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 10000 NATIONAL BRAIN TUMOR SOCIETY 55 CHAPEL STREET SUITE 200 NEWTON MA 02458 NONE PC PROGRAM SUPPORT 2000 OPPORTUNITY DEVELOPMENT CENTER 1191 HUNTINGTON AVENUE WISCONSIN RAPIDS WI 54494 NONE PC PROGRAM SUPPORT 80000 PERSONAL DEVELOPMENT CENTER INC 505 E DEPOT ST MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 10000 SAINT JOHN'S UNIVERSITY 8000 UTOPIA PARKWAY JAMAICA NY 11439 NONE PC PROGRAM SUPPORT 500 SCHOOL SISTERS OF NOTRE DAME 13105 WATERTOWN PLANK ROAD ELM GROVE WI 53122 NONE PC PROGRAM SUPPORT 1000 SHIRLEY'S HOUSE OF HOPE PO BOX 207 MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 5000 SOUP OR SOCKS PO BOX 146 MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 55000 ST VINCENT DEPAUL 169 N CENTRAL AVENUE MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 35000 THE HANNAH CENTER INC 212 E THIRD STREET MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 5000 UW STEVENS POINT AT MARSHFIELD 2000 W 5TH STREET MARSHFIELD WI 54449 NONE PC PROGRAM SUPPORT 12500 319485 0 14 101914 18 41909 0 143823 0 143823 0 0 0 0 0 0 0 0 0 0 X X 1 DANIEL J UMHOEFER 306 HAWTHORN AVENUE MARSHFIELD WI 54449 109090 X ATTORNEY, ACCOUNTANT AND RETURN PREPARER FEES 500 500 0 0 HAWKINS ASH CPAS LLP 1100 1100 0 0 PUBLICLY TRADED SECURITIES HELD IN ASSOCIATED TRUST COMPANY, NA 2718127 7286412 MUTUAL FUND ADJUSTMENT 97 WASH SALE ADJUSTMENTS 5237 VANGUARD CARRYING VALUE ADJUSTMENT 24123 FOREIGN TAXES ON DIVIDENDS 858 858 0 0