2026-04-04T23:08:26-05:00 2025-12-31 EDMONDS & EDMONDS LLP 519 30TH STREET NEWPORT BEACH CA 92663 990PF 2025-01-01 856464574 THE MARCIA & KENT VELDE FOUNDATION % MARCIA VELDE MARC 9492209404 3424 N SHEPARD AVENUE MILWAUKEE WI 53211 KENT VELDE OFFICER 9492209404 2026-02-28 true BARBARA L EDMONDS P00002723 9492209404 2025 2025-03-06 01:10:19Z X 3291621 X 0 X 44780 44780 79972 79972 58181 376178 49948 182933 174700 0 6100 0 0 6100 4158 4158 4158 4294 4294 14552 4158 0 14552 205000 205000 219552 4158 0 219552 -36619 170542 0 83605 68778 68778 1165914 2100359 2100359 998330 0 0 870009 912081 1122484 3117858 3081218 3291621 0 0 X 3117858 3081218 3117858 3081218 3117858 3081218 3117858 -36619 3081239 21 3081218 71 SHS JOHCM INTERNATIONAL SELECT 2025-01-31 1607 1699 -92 -92 115.401 SHS DODGE & COX STOCK 2025-01-31 30000 26121 3879 3879 2143.792 SHS JOHCM INTERNATIONAL SELECT 2025-01-31 48393 63708 -15315 -15315 486.103 SHS DODGE & COX INTERNATIONAL STOCK 2025-01-31 25000 22214 2786 2786 222.193 SHS DODGE & COX STOCK 2025-01-31 60000 47905 12095 12095 2911 SHS FT ENERGY INCM PARTNR ENHNCD 2025-12-31 60634 32387 28247 28247 1070.634 SHS JOHCM INTERNATIONAL SELECT 2025-01-31 25000 30464 -5464 -5464 1879.369 SHS SOUTHERNSUN SMALL CAP 2025-01-31 50000 55091 -5091 -5091 416 SHS ISHARES GOLD ETF 2025-04-30 26029 14918 11111 11111 525 SHS ISHARES SILVER TRUST ETF 2025-04-30 15500 12578 2922 2922 288 SHS ISHARES GOLD ETF 2025-09-30 20003 10328 9675 9675 368 SHS ISHARES SILVER TRUST ETF 2025-09-30 14012 8817 5195 5195 49948 2371 2371 2371 2920 0 2920 549 549 0 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 1984728 1305723 0 3290451 0 3290451 49357 3241094 162055 162055 2371 2371 159684 159684 159684 219552 0 0 0 0 219552 159684 0 2023 2022 2021 0 20280 51357 35060 106697 219552 0 159684 59868 166565 0 0 0 0 166565 20280 51357 35060 59868 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 6500 MILWAUKEE REPERTORY THEATER 108 E WELLS STREET MILWAUKEE WI 53202 NONE PC CHARITABLE 10000 WOMEN'S CARE CENTER 1441 N FARWELL AVE MILWAUKEE WI 53202 NONE PC CHARITABLE 2500 CATHEDRAL OF THE SACRED HEART 917 N 49TH ST MILWAUKEE WI 53208 NONE PC CHARITABLE 1000 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 90000 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 5000 ST FRANCIS DE SALES SEMINARY 3257 S LAKE DR ST FRANCIS WI 53235 NONE PC CHARITABLE 1000 ACTS HOUSING 270 E KILLBOURN AVE 5TH FLOOR MILWAUKEE WI 53202 NONE PC CHARITABLE 2500 ST ROBERT CHURCH 2200 E CAPITOL DRIVE SHOREWOOD WI 53211 NONE PC CHARITABLE 1500 205000 14 44780 14 79972 18 58181 182933 182933 false false false false false false false false false false ACCOUNTING FEES 6100 6100 1371 SHS ISHARES GOLD 54705 111284 1732 SHS ISHARES SILVER TRUST 43622 111575 2218.016 SHS AMG SOUTHERN SUN 60466 56315 1184.845 SHA JOHCM INTL 25369 32939 2621 SHS FIRST TRUST ENERGY 29161 52079 3308.380 SHS DODGE &COX INT'L 37796 54456 3182.862 SHS DODGE & COX STOCK 43674 52804 2,000.00 SHS FIRST TRUST NORTH 47279 75740 16,321.185 SHS BAIRD AGGREGATE 159999 162233 13034.092 SHS DIAMOND HILL SHO 130000 130211 7969.963 SHS GUGGENHEIM CORE 130000 131584 15806.112 SHS BAIRD ST BOND 150010 151264 0 0 BAIRD AGGREGATE BOND INS COST ADJUSTMENT 21 INVESCO DB BASE METALS FUND K-1 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 4158 4158 4158 FEDERAL TAXES 2024 1374 1374 FEDERAL TAXES 2025 2920 2920