2024-11-11T15:15:08-05:00 2024-06-30 391342388 BECKER AND KUMM CPAS 320 WEST GRAND AVENUE SUITE 301 WISCONSIN RAPIDS WI 54495 990PF 2023-07-01 261362096 JASPERSON FAMILY FOUNDATION INC JASP 7158863365 6134 HIGHWAY 173 W WISCONSIN RAPIDS WI 54495 JO ANN DETLEFSEN PRES 7158863365 2024-08-28 true true DAVID W KUMM P01385972 7154235720 2024-08-28 2023 2024-10-15 13:58:12Z X 3347513 X 945524 74519 74519 29339 95720 29339 1049382 103858 13331 12831 500 1613 513 14944 13344 500 60036 60036 74980 13344 60536 974402 90514 33878 157319 157319 1918689 2766634 3187178 3016 3016 1952567 2926969 3347513 0 X 1952567 2926969 1952567 2926969 1952567 2926969 1952567 974402 2926969 2926969 PUBLICLY TRADED P 80768 66381 14387 14387 29339 1258 1258 1258 1395 1395 137 137 false false false false false false false true true WI true false false false false true N/A BECKER AND KUMM CPAS 7154235720 320 WEST GRAND AVE SUITE 301 WISCONSIN RAPIDS WI 54495 false false false false false false false false false false false false false false false false false false false false JO ANN DETLEFSEN 6134 HIGHWAY 173 W WISCONSIN RAPIDS WI 54495 PRES 0.50 0 0 0 GUY ROBERT DETLEFSEN JR 6134 HIGHWAY 173 W WISCONSIN RAPIDS WI 54495 VICE PRES 0.25 0 0 0 KRISTEN HENSLIN 6134 HIGHWAY 173 W WISCONSIN RAPIDS WI 54495 SEC 0.25 0 0 0 ROBERT DETLEFSEN 6134 HIGHWAY 173 W WISCONSIN RAPIDS WI 54495 TREAS 0.25 0 0 0 DAVID W KUMM 6134 HIGHWAY 173 W WISCONSIN RAPIDS WI 54495 DIRECTOR 0.25 0 0 0 NONE NONE N/A 2485201 141424 0 2626625 2626625 39399 2587226 129361 129361 1258 1258 128103 128103 128103 60536 60536 128103 11722 60536 11722 48814 79289 X ALZHEIMER'S ASSOCIATION 2900 CURRY LN STE A GREEN BAY WI 54311 PC OPERATIONS 1000 ALZHEIMER'S FOUNDATION 322 EIGHTH AVENUE 16TH F NEW YORK NY 10001 PC SPONSORSHIP 1000 AMERICAN RED CROSS OF WOOD COUNTY 2111 JEFFERSON ST WISCONSIN RAPIDS WI 54495 PC OPERATIONS 2000 ASPIRUS RIVERVIEW HEALTH CARE FOUND 410 DEWEY ST WISCONSIN RAPIDS WI 54494 PC FUNDRAISER 1000 BOYS & GIRLS CLUB OF WISC RAPIDS AR PO BOX 1175 WISCONSIN RAPIDS WI 54495 PC OPERATIONS 1000 CENTRAL WISCONSIN CULTURAL CENTER I 2651 8TH ST S WISCONSIN RAPIDS WI 54494 PC OPERATIONS 1000 CUREPSP INC 1206 YORK ROAD SUITE L-4 LUTHERVILLE MD 21093 PC PSP RESEACH 2000 EASTER SEALS WISCONSIN 101 NOB HILL ROAD SUITE MADISON WI 53713 PC OPERATIONS 1000 FATHER FLANAGANS BOYS HOME DBA BOYS 14100 CRAWFORD ST BOYS TOWN NE 68010 PC OPERATIONS 1000 MARSHFIRLD AREA COMMUNITY FOUNDATIO 211 E 2ND ST SUITE 2 MARSHFIELD WI 54449 PC OPERATIONS 500 MARSHFIELD FIREFIGHTERS ASSOC 514 E 4TH ST MARSHFIELD WI 54449 PC OPERATIONS 500 MARSHFIELD PROFESSIONAL POLICE ASSO 110 W 1ST ST MARSHFIELD WI 54449 PC OPERATIONS 500 OPPORTUNITY DEVELOPMENT CENTERS INC 1191 HUNTINGTON AVE WISCONSIN RAPIDS WI 54494 PC OPERATIONS 1000 PARK NICOLLET FOUNDATION 6500 EXCELSIOR BLVD ST LOUIS PARK MN 55426 PC STRUTHERS PARKINSON CTR 2000 PORT EDWARDS SCHOOL DISTRICT 801 2ND ST PORT EDWARDS WI 54469 GOV OPERATIONS 9536 SALVATION ARMY 1600 BRIGGS ST STEVENS POINT WI 54481 PC OPERATIONS 1000 SHRINERS HOSPITALS FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 PC OPERATIONS 1000 SOUTH WOOD COUNTY HISTORICAL CORP 540 3RD ST S WISCONSIN RAPIDS WI 54494 PC OPERATIONS 1000 SOUTH WOOD COUNTY YMCA 601 W GRAND AVE WISCONSIN RAPIDS WI 54495 PC CAPITAL CAMPAIGN 10000 SOUTH WOOD EMERGING PANTRY SHELF IN 2511 8TH ST S 242 WISCONSIN RAPIDS WI 54494 PC FOOD PANTRY OPERATIONS 1000 SPECIAL OLYMPICS OF WISCONSIN 2310 CROSSROADS DR MADISON WI 53718 PC SPONSORSHIP 2000 SPRING CREEK CHURCH N35W22000 W CAPITOL DR PEWAUKEE WI 53072 CHURCH OPERATIONS 500 ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 PC OPERATIONS 2000 THE SMILE TRAIN PO BOX 96231 WASHINGTON DC 20090 PC OPERATIONS 1000 UNITED WAY OF SOUTH WOOD COUNTY 351 OAK ST WISCONSIN RAPIDS WI 54494 PC OPERATIONS 2000 UNIVERSITY OF WISCONSIN FOUNDATION PO BOX 8860 MADISON WI 53708 PC OPHTHAMOLOGY 2000 WIS AGRI AND LIFE SCIENCE ALUM ASSO PO BOX 5177 MADISON WI 53705 PC OPERATIONS 1000 WISCONSIN NARCOTICS OFFICERS ASSOC PO BOX 471 GRAFTON WI 53024 PC OPERATIONS 500 WISCONSIN RAPIDS FAMILY CENTER INC 500 25TH ST N WISCONSIN RAPIDS WI 54494 PC OPERATIONS 1000 WISCONSIN RAPIDS SCHOOL DISTRICT 510 PEACH STREET WISCONSIN RAPIDS WI 54494 GOV VARIOUS EXTRACIRRICULAR ACTIVITIES 6500 WISCONSIN SHERIFF'S & DEPUTY SHERIF 6737 W WASHINGTON ST 421 MILWAUKEE WI 53214 PC OPERATIONS 500 WISCONSIN STATE FRATERNAL ORDER OF PO BOX 206 WEST BEND WI 53095 PC OPERATIONS 500 WISCONSIN TROOPERS BENEVOLENT FUND 4230 EAST TOWNE BLVD 28 MADISON WI 53704 PC OPERATIONS 500 WOOD COUNTY CRIME STOPPERS INC PO BOX 8095 WISCONSIN RAPIDS WI 54495 PC OPERATIONS 1000 60036 14 74519 18 29339 103858 103858 false false false false false false false false false false X X 1 WILLIAM H JASPERSON ESTATE 6134 HIGHWAY 173 W WISCONSIN RAPIDS WI 54495 942496 X X 1 PUBLICLY TRADED SECURITIES 445498 2024-01-30 BAIRD INTERM BOND FUND 512664 487588 BLACKROCK HIGH YIELD FUND 80637 80757 DODGE & COX INCOME FUND 423394 392292 JPMORGAN CORE BOND FUND 257109 230560 TEMPLETON GLOBAL BOND FUND 101597 70829 VANGUARD ST INV GRADE FUND 174956 168878 AMERICAN FUNDS NEW WORLD FUND AMG YACKTMAN FUND 139723 172173 BAIRD MIDCAP FUND 36928 39925 DODGE & COX STOCK FUND 114813 162749 FIDELITY 500 INDEX 64112 282334 JANUS HENDERSON SMALL VALUE FUND 55565 69732 JPMORGAN SMALL CAP GROWTH FUND 47041 62536 MFS INSTL INTL EQUITY FUND 57473 75545 OAKMARK INTERNATIONAL FUND 52235 68141 SEAFARER OVERSEAS GROWTH AND INCOME 79404 78243 VANGUARD MID CAP VAL INDEX 12521 48963 WILLIAM BLAIR LARGE CAP GROWTH FUND 110962 163578 ALPHABET INC CAP STK CL A 5379 7286 ALPHABET INC CAP STK CL C 5419 7337 AMAZON.COM INC 14939 22997 AMERICAN EXPRESS 4990 7873 APPLE INC 10792 13058 APPLIED MATLS INC 5419 9204 BERKSHIRE HATHAWAY INC DEL CL B 15485 18306 BLACK STALLION OIL & GAS INC 482 CHANGING TECHNOLOGIES INC 903 CHEVRON CORP 5391 5162 COSTCO WHSL CORP 10823 16150 GENERAL DYNAMICS CORP 5240 6963 GOLDMAN SACHS GROUP INC 5227 7690 HOME DEPOT INC 5245 6197 HONEYWELL INTERNATIONAL INC 5061 5979 JOHNSON & JOHNSON 16019 14908 JP MORGAN CHASE & CO 10583 14967 KROGER CO 5034 5642 MICROCHIP TECHNOLOGY INC 5174 6130 MICROSOFT CORP 16189 22794 NIKE INC CL B 8713 6859 NORTHROP GRUMMAN CORP 5064 5231 PEPSICO INC 10024 10061 PFIZER INC 9120 7639 SALESFORCE INC 10418 13369 STARBUCKS CORP 5065 4282 UNITEDHEALTH GROUP INC 11326 11204 VERISK ANALYTICS INC 5258 5930 WALMART INC 5440 6906 WASTE MANAGEMENT INC 10657 14720 ISHARES MSCI EAFE ETF 90733 105119 ISHARES RUSSELL 2000 GROWTH ETF 29786 35967 ISHARES RUSSELL 2000 VALUE ETF 29841 34724 VANGUARD INDEX FDS MID-CAP GROWTH 30304 36500 VANGUARD INDEX FDS MID-CAP VALUE 29957 35201 MUTUAL FUND DIVIDEND RECEIVABLE 3016 3016 INVESTMENT MANAGEMENT / TRUST FE 13331 12831 500 FOREIGN TAX WITHHELD ON DIVIDEND 513 513 EXCISE TAX ON INVESTMENT INCOME 1100