2025-03-14T11:30:36-04:00 2024-12-31 EDMONDS & EDMONDS LLP 519 30th St NEWPORT BEACH CA 92663 990PF 2024-01-01 856464574 THE MARCIA & KENT VELDE FOUNDATION % MARCIA VELDE THEM 9492209404 3424 N SHEPARD AVENUE MILWAUKEE WI 53211 KENT VELDE OFFICER 9492209404 2025-02-18 true true BARBARA L EDMONDS P00002723 9492209404 2024 2025-03-06 01:10:19Z X 3208595 X 0 X 77822 77822 48613 48613 92187 251144 92187 218622 218622 0 5800 0 0 5800 8720 8720 2374 2374 213 213 17107 8720 0 8387 184500 184500 201607 8720 0 192887 17015 209902 25782 83605 83605 2170041 1165914 1165914 0 998330 1000156 901780 870009 958920 3097603 3117858 3208595 0 0 0 X 3097603 3117858 3097603 3117858 3097603 3117858 3097603 17015 3250 3117868 10 3117858 13.9744 SHS FMI COMMON STOCK INSTITUTIONAL 2024-05-30 510 291 219 219 3,156.5066 SHS FMI COMMON STOCK INSTITUTIONAL 2024-05-30 115172 65648 49524 49524 999.9920 SHS FMI INTERNATIONAL INSTITUTIONAL 2024-05-30 36270 25014 11256 11256 4,951.886 SHS FMI LARGE CAP INSTITUTIONAL 2024-05-30 78824 68004 10820 10820 CAPITAL GAIN DIVIDENDS P 20368 CAPITAL GAIN DIVIDENDS P 20368 CAPITAL GAIN DIVIDENDS P 20368 CAPITAL GAIN DIVIDENDS P 20368 92187 2918 2918 2918 1544 0 1544 1374 false false false false false false false true true WI true false false false false true MARCIA VELDE 4148039089 3424 N SHEPARD AVENUE MILWAUKEE WI 53211 false false false false false false false false false false false false false false false false false false false false false false false W KENT VELDE 3424 N SHEPARD AVENUE MILWAUKEE WI 53211 TRUSTEE 0 0 0 0 MARCIA FERGUSON VELDE 3424 N SHEPARD AVENUE MILWAUKEE WI 53211 TRUSTEE 0 0 0 0 2632563 631290 0 3263853 0 3263853 48958 3214895 160745 160745 2918 2918 157827 157827 157827 192887 0 0 0 0 192887 157827 0 2022 2021 2020 0 20280 51357 71637 192887 0 157827 35060 106697 0 0 0 0 106697 20280 51357 35060 KENT AND MARCIA VELDE X SILVER SPUR THERAPEUTIC RIDING CENTER PO BOX 644 NEW HARMONY UT 84757 NONE PC CHARITABLE 500 MARY'S CHOICE RVA PO BOX 17321 RICHMOND VA 23226 NONE PC CHARITABLE 1000 NOTRE DAME SCHOOL OF MILWAUKEE 1420 W SCOTT STREET MILWAUKEE WI 53204 NONE PC CHARITABLE 55000 FORMATION FOUNDATION PO BOX 6007 SOUTH BEND IN 46660 NONE PC CHARITABLE 5000 ST ROBERT SCHOOL 2200 E CAPITOL DRIVE SHOREWOOD WI 53211 NONE PC CHARITABLE 2500 MEDICAL COLLEGE OF WISCONSIN 8701 W WATERTOWN PLANK RD WAUWATOSA WI 53226 NONE PC CHARITABLE 5000 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DRIVE MILWAUKEE WI 53202 NONE PC CHARITABLE 5000 MILWAUKEE REPERTORY THEATER 108 E WELLS STREET MILWAUKEE WI 53202 NONE PC CHARITABLE 20000 WOMEN'S CARE CENTER 1441 N FARWELL AVE MILWAUKEE WI 53202 NONE PC CHARITABLE 5000 CATHEDRAL OF THE SACRED HEART 917 N 49TH ST MILWAUKEE WI 53208 NONE PC CHARITABLE 26000 ST GERTRUDE HIGH SCHOOL 12829 RIVER ROAD RICHMOND VA 23238 NONE PC CHARITABLE 2500 OUR LADY OF JOY CHURCH 36811 N PIMA RD CAREFREE AZ 85377 NONE PC CHARITABLE 1000 BRIDGE TO BRIGHTER 14730 JUNEAU BLVD ELM GROVE WI 53122 NONE PC CHARITABLE 2500 ST AUGUSTINE PREPARATORY ACADEMY 2607 S 5TH ST MILWAUKEE WI 53207 NONE PC CHARITABLE 25000 DIVINE SAVIOR HOLY ANGEL HIGH SCHOOL 4257 N 100TH STREET MILWAUKEE WI 53222 NONE PC CHARITABLE 5000 MARQUETTE UNIVERSITY HIGH SCHOOL 3401 W WISCONSIN AVE MILWAUKEE WI 53208 NONE PC CHARITABLE 5000 NATIVITY JESUIT ACADEMY 1515 S 29TH STREET MILWAUKEE WI 53215 NONE PC CHARITABLE 2500 ST MARCUS LUTHERAN SCHOOL 2215 N PALMER ST MILWAUKEE WI 53212 NONE PC CHARITABLE 15000 LAKE PARK FRIENDS PO BOX 71197 MILWAUKEE WI 53211 NONE PC CHARITABLE 1000 184500 14 77822 14 48613 18 92187 218622 218622 false false false false false false false false false false ACCOUNTING FEES 5800 5800 3,170.481 SHS FMI COMMON 0 0 999.992 SHS FMI INTL 0 0 4,951.88 SHS FMI LARGE CAP INV 0 0 1581 SHS ISHARES GOLD 55020 78275 1706 SHS ISHARES SILVER TRUST 40062 44919 3,996.934 SHS AMG SOUTHERN SUN 112974 101242 4,433.022 SHA JOHCM INTL 120216 101206 5532 SHS FIRST TRUST ENERGY 61548 107819 1,313.198 SHS DODGE &COX INT'L 60010 65529 518.246 SHS DODGE & COX STOCK 112880 133283 2,000.00 SHS FIRST TRUST NORTH 47279 71300 16,321.185 SHS BAIRD AGGREGATE 160020 157499 5,010.020 SHS DIAMOND HILL SHO 50000 49850 2,2988.643 SHS GUGGENHEIM CORE 50000 47998 998330 1000156 PRIOR YEAR ADJUSTMENT 10 MISCELLANEOUS EXPENSE 213 213 INVESCO DB BASE METALS FUND K-1 FMI LARGE CAP INSTITUTIONAL COST ADJUSTM 1666 AMG SMALL SOUTHERN SUN COST ADJUSTMENT 1563 DODGE & COX STOCK COST ADJUSTMENT 21 PUT 18 SHS ISHARE MSCI @53 PUT 18 SHS ISHARE MSCI @56 PUT 17 SHS ISHARE MSCI @60 PUT 10 SHS ISHARE MSCI @270 PUT 9 SHS ISHARE MSCI @285 PUT 9 SHS ISHARE MSCI @303 CHARLES SCHWAB ADVISOR FEES 8720 8720 FEDERAL TAXES 2023 830 830 FEDERAL TAXES 2024 1544 1544