2024-10-31T15:12:02-05:00 2024-08-31 461588286 TUSHAUS & ASSOCIATES LLC 10400 W INNOVATION DR STE 110 MILWAUKEE WI 53226 990PF 2023-09-01 367368506 JEROME J AND DOROTHY H HOLZ FAMILY FOUNDATION C/O DONALD TUSHAUS JERO 4147741031 10400 INNOVATION DRIVE 110 MILWAUKEE WI 53226 JEROME J WEIS PRESIDENT 4147682347 2024-10-31 1 0 JARED KNOKE CPA P01670645 4147741031 2024-10-30 2023 2024-10-15 13:58:12Z X 18994104 X X 701462 701462 27792 5605850 27792 729254 729254 0 5600 0 0 5600 11450 0 0 11450 109625 109625 0 0 16902 0 0 0 3415 0 0 3415 146992 109625 0 20465 880382 880382 1027374 109625 0 900847 -298120 619629 0 806089 269024 269024 10840874 12952170 12952170 319697 2006304 2006304 5547261 3766606 3766606 17513921 18994104 18994104 0 0 X 17513921 18994104 17513921 18994104 17513921 18994104 17513921 -298120 1778303 18994104 0 18994104 SCHWAB SHORT TERM 908676 1010591 -101915 -101915 SCHWAB LONG TERM 4697174 4567467 129707 129707 27792 8613 0 8613 0 8613 20320 0 0 0 20320 0 11707 11707 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.HOLZFAMILYFOUNDATION.COM JARED KNOKE 4147741031 10400 INNOVATION DRIVE SUITE 110 MILWAUKEE WI 53226 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEROME J WEIS 141 N WATER STREET UNIT 43 MILWAUKEE WI 53202 TRUSTEE-PRESIDENT 2.00 700 0 0 BARBARA HOLZ WEIS S75 W13361 COURTLAND LN MUSKEGO WI 53150 TRUSTEE-VICE PRESIDENT 2.00 700 0 0 JUDITH HOLZ STATHAS W136 S7646 FAIRFIELD DR MUSKEGO WI 53150 TRUSTEE-SECRETARY 2.00 700 0 0 TRACI S WEIS 105 DAMP CRANE LANE BILTMORE LAKE NC 28715 TRUSTEE 2.00 700 0 0 DAVID WEIS S75 W13361 COURTLAND LN MUSKEGO WI 53150 TRUSTEE 2.00 700 0 0 WILLIAM STATHAS W136 S7646 FAIRFIELD DR MUSKEGO WI 53150 TRUSTEE 2.00 700 0 0 DONALD H TUSHAUS 1209 E SWEETBRIAR LN HARTLAND WI 53029 TRUSTEE-TREASURER 2.00 700 0 0 LOUIS WHITEHEART 105 DAMP CRANE LANE BILTMORE LAKE NC 28715 TRUSTEE 2.00 700 0 0 NONE 0 DONALDSON CAPITAL MGMT LLC 20 NW FIRST ST 5TH FLOOR EVANSVILLE IN 47708 INVESTMENT ADVISORS 109625 0 0 18228969 385775 0 18614744 0 0 18614744 279221 18335523 916776 916776 8613 8613 908163 0 908163 0 908163 900847 0 900847 908163 878692 0 0 900847 878692 0 0 22155 0 0 0 0 0 0 0 0 886008 0 0 0 JEROME J DOROTHY H HOLZ FAMILY FOUN PO BOX 487 HALES CORNERS WI 53130 4147682347 HOLZFAMILYFOUNDATION@GMAIL.COM NAME, ADDRESS, PHONE NUMBER, AND EMAIL ADDRESS OF APPLICANT ORGANIZATION. 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