2024-11-06T15:26:25-05:00 2024-08-31 391342388 BECKER AND KUMM CPAS 320 WEST GRAND AVENUE SUITE 301 WISCONSIN RAPIDS WI 54495 990PF 2023-09-01 391778665 ROBERT W CLARK CHARITABLE FOUNDATION INC ROBE 7154211200 PO BOX 1326 WISCONSIN RAPIDS WI 54495 ROBERT W CLARK PRES/TREAS 2024-11-01 true DAVID W KUMM P01385972 7154235720 2024-11-01 2023 2024-10-15 13:58:12Z X 1235995 X X 26274 26274 22274 148468 22274 48548 48548 2750 1375 1375 8313 6235 2078 1049 292 12112 7902 3453 54000 54000 66112 7902 57453 -17564 40646 9097 48988 48988 111600 112128 110223 471118 448423 911128 201862 165777 164859 797 797 793677 776113 1235995 0 X 793677 776113 793677 776113 793677 776113 793677 -17564 776113 776113 PUBLICLY TRADED P 3407 2671 736 736 PUBLICLY TRADED P 139631 123523 16108 16108 22274 736 565 565 565 650 650 85 85 false false false false false false false true true WI true false false false false true N/A FRANCIS J PODVIN 7154211200 PO BOX 1326 WISCONSIN RAPIDS WI 54495 false false false false false false false false false false false false false false false false false false false false ROBERT W CLARK PO BOX 1326 WISCONSIN RAPIDS WI 54495 PRES/TREAS 000.00 0 0 0 FRANCIS J PODVIN PO BOX 1326 WISCONSIN RAPIDS WI 54495 V PRES/SECRE 000.00 0 0 0 DAVID W KUMM PO BOX 1326 WISCONSIN RAPIDS WI 54495 VICE PRES 000.00 0 0 0 KRISTYN TAYLOR PO BOX 1326 WISCONSIN RAPIDS WI 54495 ASST SECRETA 000.00 0 0 0 NONE NONE N/A 1128561 50811 0 1179372 1179372 17691 1161681 58084 58084 565 565 57519 57519 57519 57453 57453 57519 48909 57453 48909 8544 48975 ROBERT W CLARK X ASSUMPTION HIGH SCHOOL 445 CHESTNUT STREET WISCONSIN RAPIDS WI 54494 PC OPERATIONS 1000 BOYS & GIRLS CLUB 501 17TH STREET SOUTH WISCONSIN RAPIDS WI 54494 PC OPERATIONS 5000 BOYS & GIRLS CLUB 501 17TH STREET SOUTH WISCONSIN RAPIDS WI 54494 PC ENDOWMENT FUND 2000 HALE MAKUA HEALTH SERVICES 472 KAULANA STREET KAHULUI HI 96732 PC OPERATIONS 5000 INCOURAGE COMMUNITY FOUNDATION 478 E GRAND AVE WISCONSIN RAPIDS WI 54494 PC RC SCHOLARSHIP FUND 1000 MARSHFILED AREA COMM FOUNDATION 211 E 2ND ST SUITE 2 MARSHFIELD WI 54449 PC SCHOLARSHIP FUND 500 MAUI UNITED WAY 270 HO OKAHI STREET STE WAILUKU HI 96793 PC YOUTH PROGRAMS 7500 OPPORTUNITY DEVELOPMENT CENTERS IN 1191 HUNTINGTON AVE WISCONSIN RAPIDS WI 54494 PC ENDOWMENT FUND 2500 PITTSVILLE SCHOOL DISTRICT 5459 ELEMENTARY AVE STE PITTSVILLE WI 54466 GOV OUTDOOR CLASSROOM 2500 ST JUDE CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PC OPERATIONS 1000 THE FAMILY CENTER 500 25TH STREET NORTH WISCONSIN RAPIDS WI 54494 PC OPERATIONS 7500 UNITED WAY OF SOUTH WOOD & ADAMS CO 351 OAK STREET WISCONSIN RAPIDS WI 54494 PC OPERATIONS 5000 WEST MAUI IMPROVEMENT FOUNDATION 181 LAHAINALUNA RD I LAHAINA HI 96761 PC OPERATIONS 10000 WINONA STATE UNIVERSITY FOUNDATION PO BOX 5838 WINONA MN 55987 PC SCHOLARSHIPS 3500 54000 14 26274 18 22274 48548 48548 false false false false false false false false false false ACCOUNTING FEES 2750 1375 1375 AMAZON 1.65% 13646 12850 APPLE INC 3.250% 15410 15446 BAIRD INTERM BOND FUND BLACKROCK HIGH YEILD FUND BLACKROCK INC 2.400% 13275 13576 BRISTOL MYERS 2.950% 13785 14375 COCA-COLA CO 3.375% DODGE & COX INCOME FUND FISERV INC 2.250% 14361 13211 GILEAD SCIENCES INC 3.50% 14003 13905 HOME DEPOT INC. 2.500% 13658 12474 INTERCONTINENTAL EXCH 4.60% 14277 14957 JP MORGAN CHASE & CO 3.625% JPMORGAN CORE BOND FUND META PLATFORMS 3.85% 11890 12453 PFIZER INC 2.750% RTX CORPORATION 2.250% 14372 15065 TEMPLETON GLOBAL BOND FUND US BANCORP 3.100% 13221 12679 VANGUARD ST INV GRADE FUND WELLS FARGO CO MTN 3.000% 13879 13868 ALPHABET INC CL A 868 9313 ALPHABET INC CL C 870 9411 AM FUNDS NEW WORLD FD AMAZON.COM INC 5007 10175 AMERICAN EXPRESS CO 1157 5949 AMG YACKTMAN FUND 45128 58542 APPLE INC 513 27022 APPLIED MATLS INC 3829 9863 BAIRD MIDCAP FUND 10840 12578 BERKSHIRE HATHAWAY INC 2089 21892 CHEVRON CORP 1062 3255 COSTCO WHOLESALE CORP 1379 24987 CVS HEALTH CORP DEERE & CO 6266 6172 DISNEY WALT CO 1542 3706 DODGE & COX STOCK FUND 42458 67140 FIDELITY SPARTAN 500 INDEX 32297 104297 GENERAL DYNAMICS CORP 2050 4191 GOLDMAN SACHS GROUP INC 3003 7654 HOME DEPOT INC 5427 11055 HONEYWELL INTL INC 1899 3950 ISHARES MSCI EAFE 34968 53356 ISHARES RUSSELL 2000 GROWTH 5042 21622 ISHARES RUSSELL 2000 VALUE 6747 19960 JANUS HENDERSON SMALL VALUE 17951 27196 JOHNSON & JOHNSON 6864 11942 JP MORGAN CHASE & CO 1689 10790 JPMORGAN SM GROWTH FD 10116 16322 KROGER CO 1904 2128 MFS INSTL INTL EQUITY FD 22367 30509 MICROCHIP TECH INC 4134 4272 MICROSOFT CORP 3515 27531 NIKE INC 1301 5083 NORTHROP GRUMMAN CORP 1168 3662 OAKMARK INTL FUND 26544 30078 PAYPAL HOLDINGS INC 2642 1811 PEPSICO INC 3818 9854 PFIZER INC 5058 3887 SALESFORCE.COM INC 5880 10622 SEAFARER OVERSEAS GROWTH 17072 17723 SELECT SECTOR SPDR HEALTH 3198 3458 STARBUCKS CORP 1430 2081 UNITEDHEALTH GROUP INC 5945 14165 VANGUARD FTSE EMERG MKT ETF 8714 9883 VANGUARD INTL STOCK INDEX 19725 29437 VANGUARD MID CAP GROWTH ETF 5184 27111 VANGUARD MID CAP VAL INDEX 8216 21506 VANGUARD MID CAP VALUE ETF 5880 22686 VERISK ANALYTICS INC 3846 6002 WALMART INC 1862 3707 WASTE MANAGEMENT INC 1008 7633 WILLIAM BLAIR LARGE CAP GRW FD 36951 53959 112128 110223 INTEREST AND DIVIDENDS RECEIVABLE 797 797 PURCASED ACCRUED INTEREST ACCRUED INTEREST CARRYOVER INVESTMENT MANAGEMENT FEES 8313 6235 2078 EXCISE TAX ON INVESTMENT INCOME 757 FOREIGN TAXES 292 292