2024-10-29T08:51:19-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990PF 2023-01-01 856781091 ROSEMARY L & JOHN P MORTENSEN FOUNDATION ROSE 9204259805 1967 EAST TELEMARK CIRCLE GREEN BAY WI 54313 JOHN MORTENSEN PRESIDENT 9204259805 2024-10-22 1 0 JAMES A OLSON P00035071 9204367800 2024-10-15 2023 2024-10-15 13:58:12Z X 4556883 X X 1442 1442 55697 55697 318943 1941651 318943 376082 376082 0 0 0 3780 1890 1890 3679 0 0 30618 0 0 38077 1890 1890 96244 96244 134321 1890 98134 241761 374192 2006276 62852 62852 1414586 3025639 4494031 3420862 3088491 4556883 0 0 X 0 0 0 0 3420862 3088491 3420862 3088491 3420862 3088491 3420862 241761 0 3662623 574132 3088491 PUBLICLY TRADED SECURITIES P 1941651 1622708 318943 318943 318943 5201 0 5201 0 5201 21680 0 0 0 21680 54 16425 16425 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A JASON J KOHOUT 4143197053 1967 EAST TELEMARK CIRCLE GREEN BAY WI 54313 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN MORTENSEN 1967 EAST TELEMARK CIRCLE GREEN BAY WI 54313 PRESIDENT 1.00 0 0 0 ROSEMARY MORTENSEN 1967 EAST TELEMARK CIRCLE GREEN BAY WI 54313 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 3264274 242791 0 3507065 0 0 3507065 52606 3454459 172723 172723 5201 5201 167522 0 167522 0 167522 98134 0 98134 167522 35532 0 0 98134 35532 0 0 62602 0 0 0 0 0 0 0 0 104920 0 0 0 JOHN MORTENSEN ROSEMARY MORTENSEN ROSEMARY L AND JOHN P MORTENSEN FOU 1967 EAST TELEMARK CIRCLE GREEN BAY WI 54313 9204259805 APPLICATIONS SHOULD BE IN WRITING. 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NONE NONE ACTS 18 FOUNDATION 2145 S ONEIDA STREET GREEN BAY GREEN BAY WI 54304 PC PROVIDE FUNDING FOR RESEARCH 1000 ALZHEIMER'S ASSOCIATION 620 SOUTH 76TH STREET SUITE 160 MILWAUKEE WI 53214 PC PROVIDE FUNDING FOR RESEARCH 40 AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 75284 PC PROVIDE FUNDING FOR RESEARCH 409 COLLEGEREADY 715 SUPERIOR ROAD SUITE 102 GREEN BAY WI 54311 PC PROVIDE FUNDING FOR RESEARCH 6000 CP TELETHON 2801 S WEBSTER AVENUE GREEN BAY WI 54301 PC PROVIDE FUNDING FOR RESEARCH 15000 FEEDING AMERICA 1700 W FOND DU LAC AVENUE MILWAUKEE WI 53205 PC PROVIDE FUNDING FOR RESEARCH 100 FOUNDATIONS HEALTH & WHOLENESS INC - ETHICS IN ACTION 2022 1061 W MASON STREET GREEN BAY WI 54303 PC PROVIDE FUNDING FOR RESEARCH 15000 GOLDEN HOUSE 600 S WEBSTER AVE2 GREEN BAY WI 54302 PC PROVIDE FUNDING FOR RESEARCH 300 GREEN BAY SOUTHWEST HIGH SCHOOL 1331 PACKERLAND DRIVE GREEN BAY WI 54304 PC PROVIDE FUNDING FOR RESEARCH 810 KIWANIS CLUB OF DE PERE FOUNDATION PO BOX 5981 DE PERE WI 54115 PC PROVIDE FUNDING FOR RESEARCH 232 LEARNING GATE COMMUNITY SCHOOL 16215 HANNA RD LUTZ FL 33549 PC PROVIDE FUNDING FOR RESEARCH 350 MISSION EDUCATION INC 416 GEORGE STREET DE PERE WI 54115 PC PROVIDE FUNDING FOR RESEARCH 500 NICOLET NATIONAL BANK FOUNDATION 111 NORTH WASHINGTON STREET GREEN BAY WI 54305 PC PROVIDE FUNDING FOR RESEARCH 4000 PAN-MASS CHALLENGE 77 FOURTH AVENUE NEEDHAM MA 02494 PC PROVIDE FUNDING FOR RESEARCH 500 PAUL'S PANTRY 1513 LEO FRIGO WAY GREEN BAY WI 54302 PC PROVIDE FUNDING FOR RESEARCH 300 PREBLE GIRLS VOLLEYBALL BOOSTER CLUB 2222 DECKNER AVENUE GREEN BAY WI 54302 PC PROVIDE FUNDING FOR RESEARCH 250 ST BALDRICK'S FOUNDATION 1333 SOUTH MAYFLOWER AVENUE SUITE 400 MONROVIA CA 91016 PC PROVIDE FUNDING FOR RESEARCH 102 ST JOHN'S MINISTRIES PO BOX 1743 GREEN BAY WI 54305 PC PROVIDE FUNDING FOR RESEARCH 300 ST JUDE CHILDREN'S HOSPITAL 501 ST JUDE PLAC PLACE MEMPHIS TN 38105 PC PROVIDE FUNDING FOR RESEARCH 1350 AMERICAN RED CROSS OF NORTHEAST WISCONSIN 121 N BADER STREET GREEN BAY WI 54302 PC PROVIDE FUNDING FOR RESEARCH 5000 BOYS AND GIRL CLUB OF GREATER GREEN BAY 1451 UNIVERSITY AVE GREEN BAY WI 54302 PC PROVIDE FUNDING FOR RESEARCH 27 CHALLENGED ATHLETES FOUNDATION 9591 WAPLES ST SAN DIEGO CA 92121 PC PROVIDE FUNDING FOR RESEARCH 75 CHILD CRISIS OF ARIZONA 817 N COUNTRY CLUB DR MESA AZ 85201 PC PROVIDE FUNDING FOR RESEARCH 300 CHILDREN'S OF WISCONSIN 8915 W CONNELL CT PO BOX 1997 MILWAUKEE WI 53226 PC PROVIDE FUNDING FOR RESEARCH 100 COREWELL (SPECTRUM) HEALTH FOUNDATION 701 S GREENVILLE WEST DRIVE SUITE 1 GREENVILLE MI 48838 PC PROVIDE FUNDING FOR RESEARCH 1000 COTTONWOOD CREEK CHURCH 1015 SAM SAYBURN TOLLWAY ALLEN TX 75013 PC PROVIDE FUNDING FOR RESEARCH 300 DEPERE CENTRAL LACROSSE CLUB 1700 CHICAGO STREET DE PERE WI 54115 PC PROVIDE FUNDING FOR RESEARCH 250 DISABLED AMERICAN VETERANS 1253 SCHEURING RD SUITE A DE PERE WI 54115 PC PROVIDE FUNDING FOR RESEARCH 100 ECUMENICAL PARTNERSHIP OF HOUSING PO BOX 524 GREEN BAY WI 54305 PC PROVIDE FUNDING FOR RESEARCH 15200 ESSENTIA HEALTH FOUNDATION 400 EAST THIRD STREET DULUTH MN 55805 PC PROVIDE FUNDING FOR RESEARCH 1000 EXCEPTIONAL EQUESTRAINS 1130 ORLANDO DRIVE DE PERE WI 54115 PC PROVIDE FUNDING FOR RESEARCH 1000 GIVE BIG GREEN BAY 400 S WASHINGTON STREET GREEN BAY WI 54301 PC PROVIDE FUNDING FOR RESEARCH 13975 GREEN BAY BOY CHOIR & GIRL CHOIR 321 SOUTH MADISON GREEN BAY WI 54301 PC PROVIDE FUNDING FOR RESEARCH 250 HOUSE OF HOPE 1660 CHRISTIANA ST GREEN BAY WI 54303 PC PROVIDE FUNDING FOR RESEARCH 100 JDRF ONE WALK 1800 APPLETON ROAD SUITE 2 MENASHA WI 54952 PC PROVIDE FUNDING FOR RESEARCH 83 MAUI STRONG FUND 827 FORT STREET MALL HONOLULU HI 96813 PC PROVIDE FUNDING FOR RESEARCH 300 MS SOCIETY PO BOX 91891 WASHINGTON DC 20090 PC PROVIDE FUNDING FOR RESEARCH 20 NEIGHBORWORKS GREEN BAY 437 S JACKSON STREET GREEN BAY WI 54301 PC PROVIDE FUNDING FOR RESEARCH 3000 NEW COMMUNITY SHELTER 301 MATHER ST GREEN BAY WI 54303 PC PROVIDE FUNDING FOR RESEARCH 103 SEEDS OF HOPE PO BOX 28555 GREEN BAY WI 53424 PC PROVIDE FUNDING FOR RESEARCH 750 SERVING FROM THE HEART (LLS) 2875 HILLCREST COURT GREEN BAY WI 54313 PC PROVIDE FUNDING FOR RESEARCH 1000 SMITHSONIAN INSITITUTION PO BOX 37012 WASHINGTON DC 20013 PC PROVIDE FUNDING FOR RESEARCH 1000 SYBLE HOPP SCHOOL 755 SCHEURING ROAD D DE PERE WI 54115 PC PROVIDE FUNDING FOR RESEARCH 500 THE SALVATION ARMY 626 UNION COURT GREEN BAY WI 54303 PC PROVIDE FUNDING FOR RESEARCH 1000 THE WIND 6469 PARKLAND DR SARASOTA FL 34243 PC PROVIDE FUNDING FOR RESEARCH 360 THORN 222 N PACIFIC COAST HIGHWAY 10TH FLOOR EL SEGUNDO CA 90245 PC PROVIDE FUNDING FOR RESEARCH 108 TIM TEBOW FOUNDATION 2220 COUNTY RD 210 W STE 108 PMB 317 JACKSONVILLE FL 32259 PC PROVIDE FUNDING FOR RESEARCH 200 TRINI FOUNDATION PO BOX 1257 WORTHINGTON OH 43085 PC PROVIDE FUNDING FOR RESEARCH 300 VETERANS BENEFIT 1983 PAINT HORSE TRAIL DE PERE WI 54115 PC PROVIDE FUNDING FOR RESEARCH 1000 WISCONSIN HUMANE SOCIETY 4500 W WISCONSIN AVE MILWAUKEE WI 53208 PC PROVIDE FUNDING FOR RESEARCH 1000 ZION LUTHERAN WAYSIDE CHURCH 8378 COUNTY W GREENLEAF WI 54126 PC PROVIDE FUNDING FOR RESEARCH 300 96244 0 14 1442 900099 55697 18 318943 55697 320385 0 376082 0 0 0 0 0 0 0 0 0 0 CLIFTONLARSONALLEN 3780 1890 1890 BROADCOM 1141723 2232500 AUTOZONE INC 248000 258561 GENERAL ELECTRIC CO 120250 127630 NVIDIA CORP 500610 495220 BONDBLOXX CCC RTD USD HG 365639 386200 TESLA INC 649417 993920 REVERSE PRIOR YEAR BASIS ADJUSTMENT 574132 FEDERAL TAXES 30618 0 0