2025-06-06T11:43:47-04:00 2024-09-30 474447807 AFFINITY ACCOUNTING 759 N MILWAUKEE ST STE 203 MILWAUKEE WI 53202 990PF 2023-10-01 462384558 MAJERUS FAMILY FOUNDATION INC MAJE 4144038928 1313 N FRANKLIN PLACE APT 1405 MILWAUKEE WI 53202 JOETTE D MAJERUS PRESIDENT 4144038928 2025-06-15 true VICTORIA HAAS P01497892 4145338100 2025-06-05 2023 2025-03-06 01:10:19Z X 457127 X X 12212 12212 34716 399712 837 837 47765 13049 3735 3735 4120 4120 717 717 8572 4120 4452 0 288000 288000 296572 4120 4452 288000 -248807 8929 51184 34064 34064 406112 291544 291544 203652 131519 131519 660948 457127 457127 0 X 660948 457127 660948 457127 660948 457127 660948 -248807 69986 482127 25000 457127 124 124 124 2786 2786 2662 2662 false false false false false false false true true WI true false false false false true HTTP://MAJERUSFAMILYFOUNDATION.ORG/ JOETTE MAJERUS 4144038928 6421 BETSY ROSS PLACE WAUWATOSA WI 53213 false false false false false false false false false false false false false false false false false false false false JOETTE D MAJERUS 6421 BETSY ROSS PLACE WAUWATOSA WI 53213 PRESIDENT 000.00 0 0 0 LORI HOCH 929 N ASTOR ST 1901 MILWAUKEE WI 53202 DIRECTOR 000.00 0 0 0 NONE NONE GIFTING TO SUPPORT HIGHER EDUCATION. GIFTING TO SUPPORT EDUCATION TUITION TO SEVERAL STUDENTS EACH YEAR MAKING COLLEGE EDUCATION ACCESSIBLE. GIFTING TO SUPPORT COMMUNITY DEVELOPMENT THROUGH EDUCATION,YOUTH DEVELOPMENT, WORKFORCE READINESS AND FAMILY ENGAGEMENT PROGRAMS. GIFTING TO SUPPORT THE EXPANSION OF CANCER RESEARCH. N/A 340508 87603 178663 606774 606774 9102 597672 29884 29884 124 124 29760 29760 29760 288000 288000 29760 12232 34097 34570 439453 520352 288000 29760 258240 778592 0 12232 766360 34097 34570 439453 258240 X CARROLL UNIVERSITY 100 N EAST AVENUE WAUKESHA WI 53186 NONE PC EDUCATIONAL PROGRAMS 5000 COLLEGE OF ST JOSEPH THE WORKER 424 WASHINGTON STREET STEUBENVILLE OH 43952 NONE PC EDUCATIONAL PROGRAMS 5000 LUKE HOMAN FOUNDATION 16520 DEER CREEK PARKWAY BROOKFIELD WI 53005 NONE PC EDUCATIONAL PROGRAMS 3000 SAINT LOUIS UNIVERSITY 1 N GRAND BLVD ST LOUIS MO 63103 NONE PC EDUCATIONAL PROGRAMS 35000 ST THOMAS MORE HIGH SCHOOL 2601 E MORGAN AVENUE MILWAUKEE WI 53207 NONE PC EDUCATIONAL PROGRAMS 200000 UNIVERSITY OF ALABAMA 203 STUDENT SERVICES CENT BOX 870132 TUSCALOOSA AL 354870312 NONE PC EDUCATIONAL PROGRAMS 5000 UNIVERSITY OF WISCONSIN MADISON 1308 W DAYTON STREET 329 UNION SOUTH MADISON WI 537151149 NONE PC EDUCATIONAL PROGRAMS 10000 UNIVERSITY OF WISCONSIN LA CROSSE 1725 STATE STREET LA CROSSE WI 54601 NONE PC EDUCATIONAL PROGRAMS 10000 UNIVERSITY OF WISCONSIN OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 NONE PC EDUCATIONAL PROGRAMS 5000 UNIVERSITY OF WISCONSIN WHITEWATER 800 W MAIN ST WHITEWATER WI 53190 NONE PC EDUCATIONAL PROGRAMS 5000 WISCONSIN LUTHERAN COLLEGE 8800 BLUEMOUND ROAD WAUWATOSA WI 53226 NONE PC EDUCATIONAL PROGRAMS 5000 288000 12212 34716 ROYALTY INCOME 837 47765 47765 false false false false false false false false false false AFFINITY ACCOUNTING 3735 3735 PTP FIDELITY - 5791 LT CAP LOSS DIST PURCHASE 3546 3546 PTP FIDELITY - 5791 STCAP LOSS DISTR PURCHASE 105 105 PTP FIDELITY - 5791 PURCHASE 2023-11 54970 55127 30 -187 PTP FIDELITY - 5791 PURCHASE 2023-11 44428 39089 5339 PTP FIDELITY - 5791 PURCHASE 2023-11 4524 4515 9 PTP FIDELITY - 5791 PURCHASE 2023-11 9991 10015 -24 PTP FIDELITY - 5791 PURCHASE 2023-11 12877 13461 -584 PTP FIDELITY - 5791 PURCHASE 2023-11 10230 10793 -563 PTP FIDELITY - 5791 PURCHASE 2023-11 15988 15953 35 PTP FIDELITY - 5791 PURCHASE 2024-06 79 69 10 PTP FIDELITY - 5791 PURCHASE 2024-06 6554 5523 1031 PTP FIDELITY - 5791 PURCHASE 2024-06 10000 9450 550 PTP FIDELITY - 5791 PURCHASE 2024-06 9446 8180 1266 PTP FIDELITY - 5791 PURCHASE 2024-06 10302 8249 30 2023 PTP FIDELITY - 5791 PURCHASE 2024-06 358 313 45 PTP FIDELITY - 5791 PURCHASE 2024-06 7232 6730 502 PTP FIDELITY - 5791 PURCHASE 2024-06 1055 1021 34 PTP FIDELITY - 5791 PURCHASE 2024-06 2410 2395 15 PTP FIDELITY - 5791 PURCHASE 2024-06 1102 1092 10 PTP FIDELITY - 5791 PURCHASE 2024-06 6910 6828 82 PTP FIDELITY - 5791 PURCHASE 2024-06 10000 8361 1639 PTP FIDELITY - 5791 PURCHASE 2024-06 6000 5608 392 PTP FIDELITY - 5791 PURCHASE 2024-06 4000 3912 88 PTP FIDELTIY - 5791 PURCHASE 2024-06 6000 4855 1145 PTP FIDELITY - 5791 PURCHASE 2024-06 74970 73817 30 1123 PTP FIDELITY - 5791 PURCHASE 2024-06 7244 5779 30 1435 PTP FIDELITY - 5791 PURCHASE 2024-06 74 73 1 PTP FIDELITY - 5791 PURCHASE 2024-06 9970 7545 30 2395 PTP FIDELITY - 5791 PURCHASE 2024-06 35000 29355 5645 PTP FIDELITY - 5791 PURCHASE 2024-06 15344 12919 2425 PTP FIDELITY - 5791 PURCHASE 2024-06 19003 13819 5184 BAIRD SHORT TERM BD FD INSTL 73375 73375 GOLDMAN SACHS SHORT TERM CONS BAIRD INTER BOND FD INSTL CL 58144 58144 CHAMPLAIN MID CAP CLASS EDGEWOOD GROWTH FUND INSTL 7426 7426 FIDELITY 500 INDEX FUND FIDELITY SMALL CAP INDEX FUND 6813 6813 FIDELITY TOTAL MARKET INDEX FUND 77060 77060 ISHARES CORE S&P SMALL-CAP E ISHARES CORE S&P TOTAL US ETF ISHARES RUSSELL MID-CAP VALUE 13225 13225 ISHARES TR RUS MID CAP ETF 4692 4692 ISHARES CORE S&P SMALL-CAP 5380 5380 ISHARES TR 3 7 YR TREAS BD 5980 5980 ISHARES TR RUS TP 200 GR ETF 79878 79878 ISHARES TR RUS TP 200 VL ETF 37790 37790 JENSON QUALITY GROWTH FD CL 8262 8262 JOHN HANCOCK DISCIPLINED VALUE MID C 11008 11008 JP MORGAN DIVERS MID CAP GROWTH 7261 7261 NEUBERGER BERMAN LARGE CAP VALUE 9034 9034 PUTNAM LARGE CAP VAL FUND CL Y 17735 17735 NONDEDUCTIBLE EXPENSES 25000 EXPENSES WEBSITE 717 717 ROYALTY INCOME 837 837 UNREALIZED GAIN ON INVESTMENTS 69986 ADVISOR FEES 4120 4120