2025-09-10T09:40:32-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP PO BOX 7398 MADISON WI 537077398 990PF 2024-01-01 856574540 THE MEHRING FAMILY FOUNDATION MEHR 6082825163 3158 WAUCHEETA TRAIL MADISON WI 537115952 KEVIN T MEHRING TRUSTEE 6082825163 2025-09-07 1 1 BRIGID ELLIOTT-BOGER P00089494 6082496622 2025-09-06 2024 2025-03-06 01:10:19Z X 926182 X 101914 20980 20980 262439 1031198 262439 385333 283419 0 0 0 4250 2125 2125 3262 3262 0 304 304 0 100 0 100 7916 5691 2225 680496 680496 688412 5691 682721 -303079 277728 26538 16692 16692 31090 237594 237594 1156130 513498 513498 117262 157156 157156 2449 1242 1242 1333469 926182 926182 0 0 X 0 0 0 0 1333469 926182 1333469 926182 1333469 926182 1333469 -303079 0 1030390 104208 926182 PUBLICLY TRADED SECURITIES P 1024019 768759 255260 255260 CAPITAL GAINS DIVIDENDS P 7179 7179 7179 262439 3860 0 3860 0 3860 803 0 7000 0 7803 0 3943 3943 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A KEVIN T MEHRING 6082825163 3158 WAUCHEETA TRAIL MADISON WI 53711 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEVIN T MEHRING 3158 WAUCHEETA TRAIL MADISON WI 53711 TRUSTEE 3.00 0 0 0 MICHELLE L MEHRING 3158 WAUCHEETA TRAIL MADISON WI 53711 TRUSTEE 3.00 0 0 0 NONE 0 NONE 0 0 1061680 90275 0 1151955 0 0 1151955 17279 1134676 56734 56734 3860 3860 52874 0 52874 0 52874 682721 0 682721 52874 0 0 209562 640402 513056 379990 1743010 682721 0 0 0 52874 629847 0 0 2372857 0 0 0 0 0 0 0 2372857 209562 640402 513056 379990 629847 KEVIN T MEHRING MICHELLE L MEHRING X 100 MEN 3158 WAUCHEETA TRAIL MADISON WI 537115952 N/A PC UNRESTRICTED CHARITABLE GRANT 2000 365 MEDIA FOUNDATION PO BOX 842 MADISON WI 53701 N/A PC UNRESTRICTED CHARITABLE GRANT 2000 BRIDGE TO BRIGHTER INC 3158 WAUCHEETA TRAIL MADISON WI 53711 N/A PC UNRESTRICTED CHARITABLE GRANT 35000 CLEAN LAKE ALLIANCE 150 E GILMAN ST STE 2600 MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 CURE LOCAL 3158 WAUCHEETA TRAIL MADISON WI 537115952 N/A PC UNRESTRICTED CHARITABLE GRANT 2000 DOXA CHURCH 2700 NOVATION PKWY MADISON WI 53713 N/A PC UNRESTRICTED CHARITABLE GRANT 2500 FEED MY STARVING CHILDREN 401 93RD AVE NW COON RAPIDS MN 55433 N/A PC ELIMINATE CHILD MALNUTRITION 438 GARDING AGAINST CANCER RESEARCH FUND UW FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 GLOBAL LEADERSHIP NETWORK 67 E ALGONQUIN ROAD S BARRINGTON IL 60010 N/A PC UNRESTRICTED CHARITABLE GRANT 19500 IMPACT CHRISTIAN SCHOOL 7702 OLD SAUK RD MADISON WI 53717 N/A PC UNRESTRICTED CHARITABLE GRANT 311250 LIVING HOPE INTERNATIONAL PO BOX 116 WEST BEND WI 53095 N/A PC UNRESTRICTED CHARITABLE GRANT 17060 MADISON ROTARY FOUNDATION COMMUNITY GRANTS 2 S CARROLL STREET SUITE 255 MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 700 MADISON TIGERS N4880 MESSER ROAD MERRIMAC WI 53561 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 MARQUETTE UNIVERSITY HIGH SCHOOL 3401 W WISCONSIN AVENUE MILWAUKEE WI 53208 N/A PC UNRESTRICTED CHARITABLE GRANT 15000 PATHWAYS HIGH SCHOOL 3022 W WISCONSIN AVE MILWAUKEE WI 53208 N/A PC UNRESTRICTED CHARITABLE GRANT 3000 ST MARCUS SCHOOL 2215 N PALMER ST MILWAUKEE WI 53212 N/A PC UNRESTRICTED CHARITABLE GRANT 25350 THE VARSITY COLLECTIVE 150 E GILMAN ST STE 5000 MADISON WI 53703 N/A PC UNRESTRICTED CHARITABLE GRANT 56400 UNIVERSITY OF NORTHWESTERN - ST PAUL PO BOX 130517 SAINT PAUL MN 55113 N/A PC UNRESTRICTED CHARITABLE GRANT 250 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 N/A PC UNRESTRICTED CHARITABLE GRANT 183000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 N/A PC UNRESTRICTED CHARITABLE GRANT 2048 680496 0 14 20980 18 262439 0 283419 0 283419 0 0 0 0 0 0 0 0 0 0 X X 1 KEVIN AND MICHELLE MEHRING 3158 WAUCHEETA TRAIL MADISON WI 53711 101914 X 1 PUBLICLY TRADED SECURITIES 101914 2024-03-19 BAKER TILLY US, LLP - TAX PREPARATION 4250 2125 2125 GS CORE FIXED INCOME FUND 157156 157156 BLACKROCK ADVANTAGE SMALL CAP CORE FUND 69308 69308 GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND 72559 72559 NASDAQ 100 INDEX FUND (INVESCO) 99690 99690 S&P 500 INDEX FUND (SPDR) 271941 271941 DIVIDENDS IN TRANSIT 2449 1242 1242 UNREALIZED GAIN 19287 BROKER ADJUSTMENTS TO BASIS 538 ADJUST DONATED STOCK TO COST BASIS 84383 BANK FEES 100 0 100 GOLDMAN SACHS - INVESTMENT FEES 3262 3262 0 GOLDMAN SACHS - FOREIGN TAXES PAID 304 304 0