2024-11-08T16:51:33-06:00 2023-12-31 390758449 WIPFLI LLP PO BOX 8010 WAUSAU WI 54402 990PF 2023-01-01 874299253 SCOTT AND MARY TURNER FOUNDATION INC SCOT 7152979611 303 ROSS AVE SCHOFIELD WI 54476 SCOTT TURNER DIRECTOR 7152979611 2024-11-06 1 0 CRAIG S SCHESSLER CPA P01386878 7158453111 2024-11-04 2023 2024-10-15 13:58:12Z X 2981650 X X 169365 169365 -3160 1556245 0 166205 169365 0 0 0 15483 7742 7742 15483 7742 7742 1865431 1865431 1880914 7742 1873173 -1714709 161623 3975905 2742539 2742539 111824 0 0 509064 164412 164412 63655 74699 74699 4660448 2981650 2981650 0 0 X 4660448 2981650 4660448 2981650 4660448 2981650 4660448 -1714709 35911 2981650 0 2981650 BAIRD MIDCAP FUND 2022-12-01 2023-12-18 238 238 238 BALL CORP COM 2022-06-01 2023-06-09 9093 12558 -3465 -3465 FIDELITY IMM TREAS CLASS I FD 2022-12-01 2023-12-31 1401298 1401298 0 0 FLORIDA ST DEPT OF TRANS RIGHT OF 2020A 2022-05-23 2023-06-09 55063 55107 -44 -44 ILLINOIS TOOL WKS INC COM 2023-01-01 2023-04-11 14123 12931 1192 1192 JANUS HENDERSON SMALL CAP VALUE 2022-12-01 2023-12-13 481 481 481 LOWES COS INC COM 2021-05-10 2023-06-09 2521 2553 -32 -32 AMERICAN FUNDS NEW WORLD FUND 2022-12-01 2023-12-18 115 115 115 UNION PAC COPR COM 2022-06-01 2023-06-09 18230 19872 -1642 -1642 WASHINGTON ST VAR PURP GO BDS 2020A 2022-05-23 2023-06-09 55083 55086 -3 -3 -3160 2247 0 2247 0 2247 0 0 0 0 0 X 4 2251 0 0 0 0 0 0 0 0 0 0 0 1 WI 1 0 0 0 0 1 N/A MARCO ESPINOZA 7152979611 303 ROSS AVE SCHOFIELD WI 54476 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT TURNER 303 ROSS AVE SCHOFIELD WI 54476 DIRECTOR 0.00 0 0 0 MARCO ESPINOZA 303 ROSS AVE SCHOFIELD WI 54476 DIRECTOR 0.00 0 0 0 ROBERT A GREENHECK 303 ROSS AVE SCHOFIELD WI 54476 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 528923 3352520 0 3881443 0 0 3881443 58222 3823221 191161 191161 2247 2247 188914 0 188914 0 188914 1873173 0 1873173 188914 0 0 534097 534097 1873173 0 0 0 188914 1684259 0 0 2218356 0 0 0 0 0 0 0 2218356 534097 1684259 SCOTT TURNER X GREENHECK TURNER COMMUNITY CENTER 6400 ALDERSON ST WESTON WI 54476 NONE PUBLIC CHARITY TO FUND GENERAL OPERATIONS 337547 GREENHECK TURNER COMMUNITY CENTER 6400 ALDERSON ST WESTON WI 54476 NONE PUBLIC CHARITY FUND GREENHECK TURNER COMMUNITY CENTER CAPITAL CAMPAIGN 1388163 WISCONSIN AMATEUR HOCKEY ASSOCIATION 10134 N PORT WASHINGTON RD MEQUON WI 53092 NONE PUBLIC CHARITY TO FUND GENERAL OPERATIONS 114721 UNITED WAY OF MARATHON COUNTY 705 S 24TH AVE 400B WAUSAU WI 54401 NONE PUBLIC CHARITY TO FUND GENERAL OPERATIONS 25000 1865431 0 14 169365 18 -3160 0 166205 0 166205 0 0 0 0 0 0 0 0 0 0 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2021. ALPHABET INC CAP STK CL A 2515 2515 ALPHABET INC CAP STK CL C 2537 2537 APPLE INC 4621 4621 APPLIED MATERIALS INC 2593 2593 BERKSHIRE HATHAWAY INC CL B 7490 7490 CHEVRON CORP 746 746 COSTCO WHOLESALE CORP 2640 2640 GENERAL DYNAMICS CORP 14801 14801 GOLDMAN SACHS GROUP INC 2700 2700 HOME DEPOT INC 15248 15248 HONEYWELL INTERNATIONAL INC 13841 13841 JOHNSON & JOHNSON 30564 30564 JPMORGAN CHASE & CO 5443 5443 MICROCHIP TECHNOLOGY INC 16232 16232 MICROSOFT CORP 7521 7521 NIKE INC CL B 4560 4560 NORTHROP GRUMMAN CORP COM 13108 13108 PEPSICO INC 4076 4076 STARBUCKS CORP 2208 2208 UNITEDHEALTH GROUP INC 4738 4738 VERISK ANALYTICS INC 2389 2389 WALMART INC 2050 2050 WASTE MANAGEMENT INC 1791 1791 AMERICAN FUNDS NEW WORLD FUND - F3 #736 FMV 9389 9389 BAIRD MIDCAP FUND FMV 10724 10724 JANUS HENDERSON SMALL CAP GROWTH FUND CL L #3907 FMV 10864 10864 JPMORGAN SMALL CAP GROWTH FUND CL L #3907 FMV 11085 11085 MFS INTERNATIONAL EQUITY FUND CL R6 #403 FMV 20100 20100 VANGUARD MID CAP VALUE INDEX FUND ADM #5835 FMV 12537 12537 UNREALIZED GAINS/LOSSES 35911 INVESTMENT MANAGEMENT FEES 15483 7742 7742