2025-09-10T11:46:36-05:00 2024-10-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990PF 2023-11-01 391715108 THE SUZANNE AND RICHARD PIEPER FAMILY FOUNDATION LTD SUZA 4148311250 400 N BROADWAY STREET 303 MILWAUKEE WI 53202 RICHARD R PIEPER SR PRESIDENT 4148311250 2025-09-09 1 1 MITCH DAVIS CPA P01273382 6082744020 2025-09-09 2023 2025-03-06 01:10:19Z X 11675006 X 16055 24598 24598 37635 166702 37635 141744 0 220032 62233 0 0 0 81170 0 81170 5923 0 5923 2195 0 2195 10276 1857 8420 50854 10484 25840 15747 0 30254 0 0 61628 0 33028 604 0 0 99394 0 31638 358045 12341 188214 75000 75000 433045 12341 263214 -213013 49892 69394 28009 28009 95034 62234 62234 5760 1469811 1458231 9879780 798073 694202 1128047 557769 126545 446972 431224 431224 133975 145712 145712 3019019 2819612 11675006 12038 25644 12038 25644 X 3006981 2793968 3006981 2793968 3019019 2819612 3006981 -213013 0 2793968 0 2793968 SECURITIES 165506 129067 36439 36439 CAPITAL GAINS DIVIDENDS P 1196 1196 1196 37635 693 0 693 0 693 1338 0 0 0 1338 0 645 645 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 0 0 1 SRPIEPERFAMILYFOUNDATION.COM RICHARD R PIEPER SR 4148311250 400 N BROADWAY STE 303 MILWAUKEE WI 53202 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD R PIEPER SR 400 N BROADWAY ST STE 303 MILWAUKEE WI 53202 PRESIDENT 2.00 0 0 0 BOB SMICKLEY 400 N BROADWAY ST STE 303 MILWAUKEE WI 53202 TREASURER THRU AUGUST 0.50 0 0 0 JOHN EMANUEL 400 N BROADWAY ST STE 303 MILWAUKEE WI 53202 DIRECTOR 0.50 0 0 0 MARY MEEHAN MD 400 N BROADWAY ST STE 303 MILWAUKEE WI 53202 DIRECTOR 0.50 0 0 0 DARLYNE BAILEY PHD 400 N BROADWAY ST STE 303 MILWAUKEE WI 53202 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 TEN GRANTS WERE AWARDED TO NONPROFIT ORGANIZATIONS DURING THE YEAR ENDED OCTOBER 31, 2024 TO PROMOTE CHARACTER EDUCATION AND SERVANT LEADERSHIP. 75000 THE FOUNDATION CONTINUED TO PROVIDE SERVICES AND ACTIVITIES RELATED TO CHARACTER EDUCATION AND SERVANT LEADERSHIP. 74178 0 10177639 134860 104871 10417370 0 0 10417370 156261 10261109 513055 513055 693 693 512362 0 512362 0 512362 263214 0 263214 512362 63215 0 0 263214 63215 0 0 199999 0 0 0 0 0 0 0 0 312363 0 0 0 RICHARD R PIEPER SR RICHARD R PIEPER SR 11602 N SHORECLIFF LN MEQUON WI 530923528 2622410527 NO SPECIFIC FORM NONE REQUESTS SHOULD BE RELATED TO CHARACTER EDUCATION AND SERVANT LEADERSHIP. AMERICAN LUNG ASSOCIATION 55 W WACKER DR STE 1150 CHICAGO IL 60601 N/A PC GENERAL SUPPORT 7500 BEYOND VISION 1540 S 108TH ST WEST ALLIS WI 53214 N/A PC GENERAL SUPPORT 10000 BRYN MAWR COLLEGE 101 N MERION AVE BRYN MAWR PA 19010 N/A PC SUPPORT THE SOCIAL JUSTICE INITIATIVE 9500 BRYN MAWR COLLEGE 101 N MERION AVE BRYN MAWR PA 19010 N/A PC SUPPORT THE SOCIAL WORK GRADUATE FUND AT THE GRADUATE SCHOOL OF SOCIAL WORK AND SOCIAL RESEARCH 250 LORAS COLLEGE 1450 ALTA VISTA ST DUBUQUE IA 52001 N/A PC GENERAL SUPPORT 10000 MALAIKA EARLY LEARNING CENTER 125 W AUER AVE MILWAUKEE WI 53212 N/A PC GENERAL SUPPORT 7500 SALEM STATE UNIVERSITY FOUNDATION INC 352 LAFAYETTE STREET SALEM MA 01970 N/A PC SUPPORT THE SOCIAL WORK REFLECTIONS JOURNAL 15000 ST JOSEPH'S HEALTH FOUNDATION 703 MAIN ST PATERSON NJ 07503 N/A PC GENERAL SUPPORT 5000 THE GREENLEAF CENTER 1622 YORK ST DES MOINES IA 50316 N/A PC GENERAL SUPPORT 10000 THE PENNSYLVANIA GESTALT CENTER 1434 TREE LINE DR MALVERN PA 19355 N/A PC GENERAL SUPPORT 250 75000 0 MANAGEMENT FEES 141744 14 24598 18 37635 0 62233 141744 203977 1A THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO A NON-PROFIT ORGANIZATION THAT FURTHERS THE EXEMPT PURPOSE OF THE SUZANNE AND RICHARD PIEPER FAMILY FOUNDATION. 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD R PIEPER SR 400 N BROADWAY STE 303 MILWAUKEE WI 53202 16055 X ACCOUNTING 7426 1857 5570 TAX PREPARATION FEES 2850 0 2850 OFFICE CONDO 381867 68340 SL 0.000000000000 9547 0 OFFICE CONDO IMPROVEMENTS 167270 37595 SL 0.000000000000 4967 0 FURNITURE 8632 4863 SL 0.000000000000 1233 0 STOCK HELD IN PRIVATELY OWNED COMPANY 1001740 8898104 EXCHANGE TRADED FUNDS 456491 981676 MUTUAL FUNDS FMV 694202 1128047 OFFICE CONDO 381867 77887 303980 303980 OFFICE CONDO IMPROVEMENTS 167270 42562 124708 124708 FURNITURE 8632 6096 2536 2536 LEGAL 2195 0 2195 SCULPTURE: CROSS OF THE MILLENNIUM 39871 39871 39871 PAINTING: WISHES IN THE WIND 65000 65000 65000 DUE FROM LEGACY INVESTMENT FOR A VIRTUOUS SOCIETY, INC. 29104 40841 40841 OFFICE EXPENSES 7798 0 1658 MEMBERSHIP DUES 8469 0 3669 MISCELLANEOUS EXPENSES 2387 0 2387 MEDIA VIDEOGRAPHY/EDITING/SUPPORT 46340 0 16340 RESEARCH STUDIES 22869 0 153 INFORMATION TECHNOLOGY 10378 0 7378 INSURANCE 1153 0 53 MANAGEMENT FEES 141744 141744 INVESTMENT FEES 10484 10484 0 ADMINISTRATIVE SERVICES 40370 0 25840 RICHARD R PIEPER SR 400 N BROADWAY STREET STE 303 MILWAUKEE WI 53202