2026-04-21T11:35:32-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990PF 2025-01-01 391744801 MARY PAULY LACY FOUNDATION INC MARY 4143512337 1840 NORTH PROSPECT AVE 21D MILWAUKEE WI 53202 MARY E LACY PRESIDENT 4143512337 2026-04-09 1 ALLEN LACROSSE P01241703 4144761880 2026-04-09 2025 2025-03-06 01:10:19Z X 376264 X X 8606 8606 23907 74255 23907 32513 32513 0 0 0 3971 1986 1986 1128 1128 0 766 46 0 1149 0 410 7014 3160 2396 57000 57000 64014 3160 59396 -31501 29353 8175 5504 5504 400 196832 175055 288625 92503 85850 82135 297910 266409 376264 0 0 X 0 0 0 0 297910 266409 297910 266409 297910 266409 297910 -31501 0 266409 0 266409 PUBLICLY TRADED SECURITIES P 64394 50348 14046 14046 CAPITAL GAINS DIVIDENDS P 9861 9861 9861 23907 408 0 408 0 408 0 0 0 0 0 0 408 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A MARY LACY 4143512337 1840 NORTH PROSPECT AVE APT 21D MILWAUKEE WI 53202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY E LACY 1840 NORTH PROSPECT DRIVE APT 21D MILWAUKEE WI 53202 PRESIDENT, DIRECTOR 0.50 0 0 0 SARA KATE KNIGHT 1087 OAK ST WINNETKA IL 60093 VICE PRESIDENT, DIRECTOR 0.50 0 0 0 THOMAS LACY 2929 N SHEPARD AVE MILWAUKEE WI 53211 SECRETARY, DIRECTOR 0.50 0 0 0 DAVID LACY 110 ACACIA AVE LARKSPUR CA 94939 TREASURER, DIRECTOR 0.50 0 0 0 MARGARET LACY MEYER 5751 S EDDY ST SEATTLE WA 98118 VICE PRESIDENT, DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 398052 9434 0 407486 0 0 407486 6112 401374 20069 20069 408 408 19661 0 19661 0 19661 59396 0 59396 19661 0 0 20900 23782 69211 358906 46264 519063 59396 0 0 0 19661 39735 0 0 558798 0 0 0 0 0 0 20900 537898 23782 69211 358906 46264 39735 MARY E LACY X ALZHIEMER'S ASSOCIATION WISCONSIN CHAPTER 620 S 76TH ST MILWAUKEE WI 53214 N/A PC ALZHIEMERS RESEARCH 1000 CATHOLIC CHARITIES OF MILWAUKEE 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 N/A PC PROVIDE TO THOSE IN NEED 1000 CATHOLIC STEWARDSHIP APPEAL PO BOX 78090 MILWAUKEE WI 53278 N/A PC GENERAL SUPPORT 1000 CRISTO REY JESUIT HIGH SCHOOL 1215 S 45TH STREET WEST MILWAUKEE WI 53214 N/A PC RELIGOUS EDUCATION 1000 JESUITS USA MIDWEST PROVINCE PO BOX 6713 CAROL STREAM IL 60197 N/A PC RELIGOUS RETREAT 4000 KINSHIP COMMUNITY FOOD CENTER 924 E CLARKE ST MILWAUKEE WI 53212 N/A PC GENERAL SUPPORT 2000 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DR MILWAUKEE WI 53202 N/A PC PROMOTE ART 5000 MILWAUKEE PUBLIC MUSEUM 800 W WELLS STREET MILWAUKEE WI 53233 N/A PC GENERAL SUPPORT 1000 MILWAUKEE REPERTORY THEATRE 108 E WELLS ST MILWAUKEE WI 53202 N/A PC DEVELOPMENT DEPARTMENT 2000 MILWAUKEE SYMPHONY ORCHESTRA 1101 N MARKET ST MILWAUKEE WI 53202 N/A PC SUPPORT THE PERFORMING ARTS 5000 NATIVITY JESUIT ACADEMY 1515 S 29TH ST MILWAUKEE WI 53215 N/A PC EDUCATION 1000 NOTRE DAME MIDDLE SCHOOL OF MILWAUKEE 2604 W ORCHARD ST MILWAUKEE WI 53204 N/A PC YOUTH DEVELOPMENT, FAMILY ENRICHMENT, SPIRITUAL FORMATION AND SOCIAL JUSTICE AWARENESS 1000 RED CLOUD INDIAN SCHOOOL 100 MISSION DRIVE PINE RIDGE SD 57770 N/A PC BILL PAULY, CAPITAL CAMPAIGN 10000 SOJOURNER FAMILY PEACE CENTER 619 W WALNUT ST MILWAUKEE WI 53212 N/A PC SUPPORT THOSE AFFECTED BY RELATIONSHIP ABUSE. 2000 ST BEN'S COMMUNITY MEALCO CAPUCHIN COMMUNITY SERVICES PO BOX 5830 MILWAUKEE WI 53205 N/A PC IMPROVE THE LIVES OF THOSE AFFECTED BY DEPRESSION 1000 ST EUGENE CONGREGATION 7600 N PORT WASHINGTON ROAD FOX POINT WI 53217 N/A PC GENEARL FUND AND UGANDA PROJECT 1000 ST JOHN'S COMMUNITY FOUNDATION 1840 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 5000 THREE HOLY WOMEN PARISH 1702 N HUMBOLDT AVE MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 8000 UNITED WAY 225 W VINE ST MILWAUKEE WI 53212 N/A PC GENERAL SUPPORT 3000 WISCONSIN CONSERVATORY OF MUSIC 1584 N PROSPECT AVE MILWAUKEE WI 53202 N/A PC GENERAL SUPPORT 2000 57000 0 14 8606 18 23907 0 32513 0 32513 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3971 1986 1986 ALLSPRING CORE BOND INSTL CL 14520 12898 BAIRD CORE PLUS BOND 13746 12923 DODGE & COX 13693 12918 T ROWE PRICE SHORT TERM BOND CL I 17628 16942 ARTISAN HIGH INCOME 2430 2687 BAIRD SHORT TERM BOND INSTL CL 6327 6354 BAIRD ULTRA SHORT BOND 2599 2633 COLUMBIA MORTGAGE OPPTYS 3037 2755 GUGGENHEIM MACRO OPPTYS 6615 6692 VANGUARD SHORT TERM CORP BOND 5255 5333 ARTISAN INTL VALUE 26650 33967 CONESTOGA SMALL CAP 8219 10739 FEDERATED MDT SMALL CAP CORE 6101 11175 FIDELITY INTL SMALL CAP 9134 11723 FIDELITY MID CAP INDEX 30239 50238 NUVEEN 11119 14193 T ROWE PRICE LARGE CAP GROWTH 26210 45480 TOUCHSTONE SANDS CAP SELECT GROWTH 4042 8590 VANGUARD VALUE INDEX 30842 69565 VICTORY SYCAMORE SMALL COMPANY 8013 11155 VIRTUS KAR INTL SMALL CAP 4404 5036 WCM FOCUSED INTL GROWTH 10082 16764 MISCELLANEOUS 410 0 410 OTHER EXPENSE 739 0 0 INVESTMENT FEES 1128 1128 0 FOREIGN TAXES 46 46 0 IRS TAX PAYMENT 720 0 0