2025-11-13T13:26:30-08:00 2024-12-31 390788266 STAFFORD ROSENBAUM LLP 1200 N MAYFAIR RD STE 430 MILWAUKEE WI 53226 990PF 2024-01-01 392012512 The Arden Foundation Inc ARDE 4149822850 c/o Stafford Rosenbaum LLP 1200 N M Milwaukee WI 532263282 Marie Kohler President 4149822850 2025-11-13 true true Margaret T Lund P01537318 4149822871 2025-11-13 2024 2025-03-06 01:10:19Z X 887497 X 402132 138 138 85940 85940 15929 0 0 488210 102007 7639 7639 0 14293 8946 5347 300 300 0 0 22232 9246 12986 166000 166000 188232 9246 178986 299978 92761 50973 53861 53861 0 0 50000 50000 129005 175728 177995 470207 670574 605641 0 0 0 0 0 0 650185 950163 887497 0 0 0 0 0 X 650185 950163 650185 950163 650185 950163 650185 299978 950163 950163 Vanguard Short-Term Investment-Grade ADM P 2023-12-01 2024-02-13 9985 0 10373 -388 0 0 0 -388 Vanguard Short-Term Investment-Grade ADM P 2023-12-01 2024-03-08 29985 0 31088 -1103 0 0 0 -1103 Vanguard Mid Cap Index Institutional P 2023-12-01 2024-03-11 59160 0 96858 -37698 0 0 0 -37698 iShares ESG Aware US Aggrgt Bnd ETF P 2023-12-01 2024-03-12 2833 0 2836 -3 0 0 0 -3 Vanguard Short-Term Investment-Grade ADM P 2023-12-01 2024-04-03 19985 0 20787 -802 0 0 0 -802 Columbia Total Return Bond Inst P 2023-12-01 2024-12-10 49985 0 59964 -9979 0 0 0 -9979 Vanguard Short-Term Investment-Grade ADM P 2023-12-01 2024-12-10 24913 0 25316 -403 0 0 0 -403 Nuveen Large Cap Responsible D 2024-11-26 2024-12-03 50000 0 15319 34681 0 0 0 34681 Nuveen Large Cap Responsible D 2024-11-26 2024-12-10 50000 0 18376 31624 0 0 0 31624 15929 1289 0 1289 0 1289 1209 0 1209 1209 X 36 116 0 false false false false false false false true true WI true false false false false true N/A Margaret T Lund Stafford Rosenbaum LLP 4149822871 1200 N Mayfair Rd 430 Milwaukee WI 532263282 false false false false false false false false false false false false false false false false false false false false false Marie H Kohler 2734 E Bradford Ave Milwaukee WI 53211 Dir./Pres./Treas. 3.00 0 0 0 Brian R Mani 2734 E Bradford Ave Milwaukee Milwaukee WI 53211 Dir./V.P./Sec. 3.00 0 0 0 Anne E MacDougald 5405 Warren Road Ann Arbor MI 48105 Director 1.00 0 0 0 Marie C Fox 638 Santa Ray Ave Oakland CA 94610 Director 1.00 0 0 0 Patricia R Hooper 6828 N Lakewood Ave Chicago IL 60626 Director 1.00 0 0 0 NONE 0 NONE 0 685943 24532 0 710475 0 710475 10657 699818 34991 34991 1289 1289 33702 33702 33702 178986 178986 33702 77000 87420 94832 117595 114502 491349 178986 0 33702 145284 636633 0 0 0 0 77000 559633 87420 94832 117595 114502 145284 Marie H Kohler Brian R Mani None Margaret T Lund Stafford Rosenbaum 1200 N Mayfair Rd Ste 430 Milwaukee WI 532263282 4149822871 No required format. No submission deadlines. Recipient must be a 501(c)(3) organization. See Attached Schedule A WI 53202 See Schedule See Schedule 166000 166000 14 138 14 85940 86078 86078 N/A N/A false false false false false false false false false false X X 1 Marie H Kohler 2754 E Bradford Ave Milwaukee WI 53211 402132 X 1 TICRX Nuveen Large Cap Responsible Fair Market Value = $402,132 Cost Basis = $123,161 402132 2024-11-26 Columbia Total Return Fund 200350 166027 Nuveen Core Impact Bond Fund 100867 99958 Brown Advisory Sustain Fund 50000 69475 Nuveen Large Cap Responsible Fund 279357 231680 Nuveen Large Cap Respons 40000 38501 iShares ESG Aware MSCI 28314 29435 iShares ESG Aware US 47260 46440 iShares Global Clean 21244 17070 Vanguard ESG International 78910 85050 50000 50000 Stafford Rosenbaum LLP Legal Services 7639 Stafford Rosenbaum LLP Administrative Services 7639 2292 5347 Schwab (Beacon Pointe) Agency/Investment Fees 6654 6654 Foreign Tax - Schwab 300 300