2026-01-15T17:44:11-05:00 2025-08-31 391342388 BECKER AND KUMM CPAS 320 WEST GRAND AVENUE SUITE 301 WISCONSIN RAPIDS WI 54495 990PF 2024-09-01 391778665 ROBERT W CLARK CHARITABLE FOUNDATION INC ROBE 7154211200 PO BOX 1326 WISCONSIN RAPIDS WI 54495 ROBERT W CLARK PRES/TREAS 2025-10-14 true DAVID W KUMM P01385972 7154235720 2025-10-14 2024 2025-03-06 01:10:19Z X 1286149 X X 26837 26837 156905 322935 156905 183742 183742 2675 1337 1338 8534 6401 2133 849 199 12058 7937 3471 51000 51000 63058 7937 54471 120684 175805 48988 62995 62995 112128 112817 111077 448423 513267 902400 165777 207139 209098 797 579 579 776113 896797 1286149 0 X 776113 896797 776113 896797 776113 896797 776113 120684 896797 896797 PUBLICLY TRADED P 21234 19078 2156 2156 PUBLICLY TRADED P 288286 146952 141334 141334 156905 2156 2444 2444 2444 735 735 1709 false false false false false false false true true WI true false false false false true N/A FRANCIS J PODVIN 7154211200 PO BOX 1326 WISCONSIN RAPIDS WI 54495 false false false false false false false false false false false false false false false false false false false false ROBERT W CLARK PO BOX 1326 WISCONSIN RAPIDS WI 54495 PRES/TREAS 000.00 0 0 0 FRANCIS J PODVIN PO BOX 1326 WISCONSIN RAPIDS WI 54495 V PRES/SECRE 000.00 0 0 0 DAVID W KUMM PO BOX 1326 WISCONSIN RAPIDS WI 54495 VICE PRES 000.00 0 0 0 KRISTYN TAYLOR PO BOX 1326 WISCONSIN RAPIDS WI 54495 ASST SECRETA 000.00 0 0 0 NONE NONE N/A 1191413 65087 0 1256500 1256500 18848 1237652 61883 61883 2444 2444 59439 59439 59439 54471 54471 59439 48975 54471 48975 5496 53943 ROBERT W CLARK X ASSUMPTION HIGH SCHOOL 445 CHESTNUT STREET WISCONSIN RAPIDS WI 54494 PC OPERATIONS 1000 BOYS & GIRLS CLUB 501 17TH STREET SOUTH WISCONSIN RAPIDS WI 54494 PC OPERATIONS 3000 BOYS & GIRLS CLUB 501 17TH STREET SOUTH WISCONSIN RAPIDS WI 54494 PC ENDOWMENT FUND 2000 HALE MAKUA HEALTH SERVICES 472 KAULANA STREET KAHULUI HI 96732 PC OPERATIONS 5000 INCOURAGE COMMUNITY FOUNDATION 478 E GRAND AVE WISCONSIN RAPIDS WI 54494 PC RC SCHOLARSHIP FUND 1000 MAUI UNITED WAY 270 HO OKAHI STREET STE WAILUKU HI 96793 PC YOUTH PROGRAMS 7500 OPPORTUNITY DEVELOPMENT CENTERS IN 1191 HUNTINGTON AVE WISCONSIN RAPIDS WI 54494 PC ENDOWMENT FUND 1000 ST JUDE CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PC OPERATIONS 2000 THE FAMILY CENTER 500 25TH STREET NORTH WISCONSIN RAPIDS WI 54494 PC OPERATIONS 10000 UNITED WAY OF SOUTH WOOD & ADAMS CO 351 OAK STREET WISCONSIN RAPIDS WI 54494 PC OPERATIONS 5000 WEST MAUI IMPROVEMENT FOUNDATION 181 LAHAINALUNA RD I LAHAINA HI 96761 PC OPERATIONS 10000 WINONA STATE UNIVERSITY FOUNDATION PO BOX 5838 WINONA MN 55987 PC SCHOLARSHIPS 3500 51000 14 26837 18 156905 183742 183742 false false false false false false false false false false ACCOUNTING FEES 2675 1337 1338 AMAZON 1.65% 13731 13230 APPLE INC 3.250% 15519 15662 BAIRD INTERM BOND FUND 13715 13754 BLACKROCK HIGH YEILD FUND 2286 2302 BLACKROCK INC 2.400% 13531 13940 BRISTOL MYERS 2.950% 14016 14597 DODGE & COX INCOME FUND 11429 11510 FISERV INC 2.250% 14242 13564 GILEAD SCIENCES INC 3.50% HOME DEPOT INC. 2.500% 13440 12718 IBM INTL CAP 4.90% 13671 14029 INTERCONTINENTAL EXCH 4.60% 14333 14994 JPMORGAN CORE BOND FUND 6858 6884 META PLATFORMS 3.85% 12006 12564 PFIZER INVT ENT 4.75% 13638 14028 RTX CORPORATION 2.250% 14754 15543 TEMPLETON GLOBAL BOND FUND 2286 2292 US BANCORP 3.100% 13112 12898 VANGUARD ST INV GRADE FUND 4572 4589 WELLS FARGO CO MTN 3.000% ALPHABET INC CL A 2238 10007 ALPHABET INC CL C 346 4911 AMAZON.COM INC 6115 14198 AMERICAN EXPRESS CO 755 4969 AMG YACKTMAN FUND 43386 54206 APPLE INC 168 9518 APPLIED MATLS INC 5426 9324 BAIRD MIDCAP FUND 12417 13520 BERKSHIRE HATHAWAY INC 984 14586 CHEVRON CORP 2297 4818 COSTCO WHOLESALE CORP 246 4717 DEERE & CO 3525 4308 DISNEY WALT CO 5961 9352 DODGE & COX STOCK FUND 26254 45349 FIDELITY SPARTAN 500 INDEX 25146 103739 GENERAL DYNAMICS CORP 2369 4869 GOLDMAN SACHS GROUP INC 1201 4472 HOME DEPOT INC 2118 4881 HONEYWELL INTL INC 2334 4609 IDEXX LABS INC COM 3062 4530 ISHARES MSCI EAFE 73550 97243 ISHARES RUSSELL 2000 GROWTH 4452 20924 ISHARES RUSSELL 2000 VALUE 7081 21062 JANUS HENDERSON SMALL VALUE 9295 13927 JOHNSON & JOHNSON 7944 13819 JP MORGAN CHASE & CO 885 9645 JPMORGAN SM GROWTH FD 7765 13894 KROGER CO MFS INSTL INTL EQUITY FD 20970 30752 MICROCHIP TECH INC MICROSOFT CORP 686 14187 NIKE INC 5936 9439 NORTHROP GRUMMAN CORP 1766 4720 OAKMARK INTL FUND 23201 30884 PAYPAL HOLDINGS INC 10147 9546 PEPSICO INC 4567 9216 PFIZER INC 11064 9062 SALESFORCE.COM INC 5309 9737 SEAFARER OVERSEAS GROWTH 51639 54390 SELECT SECTOR SPDR HEALTH STARBUCKS CORP 4084 4586 UNITEDHEALTH GROUP INC 8078 9606 VANGUARD FTSE EMERG MKT ETF 33086 35865 VANGUARD INTL STOCK INDEX 3229 20529 VANGUARD MID CAP GROWTH ETF VANGUARD MID CAP VAL INDEX ADM 3775 13501 VANGUARD INDEX MID CAP VIPER 4985 20218 VANGUARD MID CAP VALUE ETF 4110 4745 VERISK ANALYTICS INC 2972 4558 WALMART INC 1745 4364 WASTE MANAGEMENT INC 560 4528 WILLIAM BLAIR LARGE CAP GRW FD 54038 76570 85563 84563 INTEREST AND DIVIDENDS RECEIVABLE 797 579 579 PURCASED ACCRUED INTEREST ACCRUED INTEREST CARRYOVER INVESTMENT MANAGEMENT FEES 8534 6401 2133 EXCISE TAX ON INVESTMENT INCOME 650 FOREIGN TAXES 199 199