2025-10-14T10:51:36-00:00 2024-11-30 990PF 2023-12-01 391426785 CLEARY-KUMM FOUNDATION INC % Haley R Ondell CLEA 6087837500 509 2nd Street North STE 201 La Crosse WI 54601 Sandra G Cleary Vice President 6087837500 2025-10-09 false 2023 2025-03-06 01:10:19Z X 20740065 X 36550 36550 457535 457535 1083945 2054948 1083945 1578030 1578030 17300 105001 82495 22505 122301 82495 22505 828910 828910 951211 82495 851415 626819 1495535 5586 4509 4509 35609 101620 101620 5218809 5472485 16857069 2733039 3041248 3776867 7993043 8619862 20740065 0 7993043 8619862 7993043 8619862 7993043 8619862 7993043 626819 8619862 8619862 Loomis Sayles Growth CL Y P 2015-12-28 2024-03-18 94056 42082 51974 51974 Loomis Sayles Growth CL Y P 2016-04-12 2024-03-18 13084 5788 7296 7296 Loomis Sayles Growth CL Y P 2022-12-23 2024-03-18 17655 11094 6561 6561 Loomis Sayles Growth CL Y P 2022-12-23 2024-03-18 26 17 9 9 Touchstone Sands Cap Select CL R6 P 2020-04-27 2024-05-23 58918 49319 9599 9599 Touchstone Sands Cap Select CL R6 P 2020-12-10 2024-05-23 8865 10784 -1919 -1919 Touchstone Sands Cap Select CL R6 P 2021-12-10 2024-05-23 9471 11595 -2124 -2124 Touchstone Sands Cap Select CL R6 P 2022-03-22 2024-05-23 19906 18762 1144 1144 Federated Hermes MDT Small Cap Core Instl CL P 2018-01-18 2024-09-26 948 747 201 201 Oakmark Intl Instl CL P 2009-10-01 2024-09-26 33345 19024 14321 14321 Oakmark Intl Instl CL P 2020-03-23 2024-09-26 30999 14807 16192 16192 Oakmark Intl Instl CL P 2022-12-07 2024-09-26 14890 12661 2229 2229 Oakmark Intl Instl CL P 2022-12-16 2024-09-26 2618 2149 469 469 Oakmark Intl Instl CL P 2023-07-13 2024-09-26 6714 6716 -2 -2 Vanguard Value Index Admiral P 2023-07-13 2024-09-26 2216 1832 384 384 Virtus Kar Intl Small Mid Cap Cl I P 2020-01-16 2024-09-26 6466 6008 458 458 Virtus Kar Intl Small Mid Cap Cl I P 2020-12-23 2024-09-26 268 294 -26 -26 Virtus Kar Intl Small Mid Cap Cl I P 2020-12-23 2024-09-26 60 65 -5 -5 Virtus Kar Intl Small Mid Cap Cl I P 2021-12-23 2024-09-26 1429 1546 -117 -117 Virtus Kar Intl Small Mid Cap Cl I P 2021-12-23 2024-09-26 659 713 -54 -54 Virtus Kar Intl Small Mid Cap Cl I P 2021-12-23 2024-09-26 290 313 -23 -23 SPDR SP 500 ETF P 2011-09-22 2023-12-14 309990 78553 231437 231437 Vanguard Short Term Bond Index P 2017-12-01 2023-12-13 125110 132722 -7612 -7612 Accenture PLC Ireland Class A P 2011-09-22 2024-01-12 451001 70171 380830 380830 Accenture PLC Ireland Class A P 2011-09-22 2024-01-16 418737 65158 353579 353579 Blackrock Science Technology Trust II P 2019-06-26 2024-08-27 21967 16506 5461 5461 Blackrock ESG Capital Allocation Trust P 2017-09-28 2024-08-28 26301 26600 -299 -299 Blackrock Science Technology Trust II P 2019-06-26 2024-11-26 24132 17409 6723 6723 Loomis Sayles Growth CL Y P 2023-07-13 2024-03-18 12312 11074 1238 1238 Loomis Sayles Growth CL Y P 2023-12-21 2024-03-18 8391 7420 971 971 Federated Hermes MDT Small Cap Core Instl CL P 2023-12-29 2024-09-26 277 248 29 29 Oakmark Intl Instl CL P 2023-12-15 2024-09-26 1880 1789 91 91 T Rowe Price Large Cap Growth CL I P 2024-03-18 2024-09-26 32437 28997 3440 3440 Nuveen Large Cap Growth Index LC R6 P 2024-05-23 2024-09-26 14350 13072 1278 1278 Vanguard Value Index Admiral P 2023-12-21 2024-09-26 3116 2634 482 482 Vanguard Value Index Admiral P 2024-03-22 2024-09-26 2783 2588 195 195 Vanguard Value Index Admiral P 2024-06-28 2024-09-26 2846 2625 221 221 SPDR SP 500 ETF P 2023-12-13 2023-01-09 71589 149605 -78016 -78016 Atmus Filtration Technologies Inc P 2024-03-11 2024-03-14 31477 26660 4817 4817 Atmus Filtration Technologies Inc P 2024-03-11 2024-03-19 25 21 4 4 Call Ishares Russell 215 EXP 08/16/24 P 2024-08-16 2024-05-22 27615 27615 27615 Call SPDR SP MIDCP 400 570 EXP 09/20/24 P 2024-05-22 2024-09-19 28384 8045 20339 20339 Call Invesco QQQ SER 1 475 EXP 09/20/24 P 2024-05-23 2024-09-19 42194 31030 11164 11164 Call Ishares SP 100 ETF 265 EXP 09/20/24 P 2024-05-22 2024-09-20 5495 18255 -12760 -12760 Call US Bancorp Del 45 EXP 10/18/24 P 2024-05-22 2024-10-18 11595 43505 -31910 -31910 Call Boeing Company 200 EXP 10/18/24 P 2024-05-22 2024-10-01 16470 16470 16470 1083945 -34332 20788 20788 20788 23793 23793 23793 3005 3005 false false false false false false false true true true false false false false true Haley Ondell 6087837500 509 2nd Street North Suite 201 La Crosse WI 54601 false false false false false false false false false false false false false false false false false false false false false false false Kristine H Cleary 509 2nd Street North Suite 201 La Crosse WI 54601 Vice President Secretary 000.50 0 Sandra G Cleary 509 2nd Street North Suite 201 La Crosse WI 54601 Vice President Treasurer 000.50 0 NONE NONE NONE 0 NONE 18802959 243363 0 19046322 19046322 285695 18760627 938031 938031 20788 20788 917243 917243 917243 851415 851415 917243 821704 851415 821704 29711 887532 NONE Haley Ondell 509 2nd Street North Suite 201 La Crosse WI 54601 6087837500 hondellcmclax.com Letter outlining organizations needs and tax exempt qualifications and a brief resume of organizations past qualifying activities None None - except contributions are not made directly to individuals Alzheimer's Association 12701 Whitewater Drive Suite 290 Minnetonka MN 55343 Walk to End Alzheimers 2000 American Red Cross 4860 Sheboygan Ave Madison WI 53705 Donation 60000 Anne & Robert H Lurie Childrens 225 E Chicago Ave Chicago IL 60611 Donation 1000 Anne & Robert H Lurie Childrens 225 E Chicago Ave Chicago IL 60611 Donation 1000 APTIV Foundation 3000 South Avenue La Crosse WI 54601 Donation for Oktoberfest Team 1000 Audio & Braille Literacy Enhanc 803 W Wells St Milwaukee WI 53233 Donation 500 Boys & Girls Club of La Crosse PO Box 91 La Crosse WI 54601 Donation 1000 Boys & Girls Club of La Crosse PO Box 91 La Crosse WI 54601 Donation 1000 Boys & Girls Club of La Crosse PO Box 91 La Crosse WI 54601 Donation 50000 Boys & Girls Club of La Crosse PO Box 91 La Crosse WI 54601 Donation from Katherine Heise 1000 Brice Prairie Conservation Asso Steve Anderson Onalaska WI 54650 Lake Onalaska Dredging 5000 Children's Museum of La Crosse 207 5th Avenue South La Crosse WI 54601 Operating Expense 10000 City of Onalaska Rick Niemeier Onalaska WI 54650 Community Center Gymnasium 5000 Clean Wisconsin 634 W Main St 300 Madison WI 53703 Donation from Russell Heise 1000 Coulee Region Humane Society 911 Critter Court Onalaska WI 54650 Donation 1000 Coulee Region Humane Society 911 Critter Court Onalaska WI 54650 Donation 500 Coulee Region RSVP 2920 East Avenue S Ste 104 La Crosse WI 54601 Donation 1000 DARE and GREAT 401 Main Street La Crosse WI 54601 Donation 4000 Delta Zeta Foundation PO Box 6491 Dept 327 Indianapolis IN 462066491 Donation 250 Drift Share Inc c/o Jacob Sciammas La Crosse WI 54602 Donation 11000 Family & Childrens Center 811 Monitor Street La Crosse WI 54603 Bridge Builder Giving Societies 10000 First Presbyterian Church 233 West Avenue South La Crosse WI 54601 Operating Budget 5000 First Presbyterian Church 233 West Avenue South La Crosse WI 54601 Operating Budget 5000 Florida Oceanographic Society 890 NE Ocean Boulevard Stuart FL 34996 Membership 175 French Island Lion's Club c/o Jane Brian Hanson La Crosse WI 54603 22nd Annual Run/Walk Fundraiser Sponsor 200 Friends of McGilvray Road PO Box 2976 La Crosse WI 546022976 Donation 1000 Girl Scouts of Wis Badgerland Attn Development Madison WI 53718 Donation 3000 Great Rivers United Way Inc 1855 E Main Street Onalaska WI 54650 Annual Gift - Kristine Cleary Peter Coffey 25000 Great Rivers United Way Inc 1855 E Main Street Onalaska WI 54650 Annual Gift 25000 Grow La Crosse PO Box 1241 La Crosse WI 54602 Donation 500 Gundersen Medical Foundation 1836 South Avenue La Crosse WI 54601 Drive for Hope Eagle Sponsor 1000 Gundersen Medical Foundation 1836 South Avenue La Crosse WI 54601 Steppin Out in Pink-Platinum Sponsorship 7000 Gundersen Medical Foundation 1836 South Avenue La Crosse WI 54601 Steppin Out in Pink-Survivor Social 1700 Gundersen Medical Foundation 1836 South Avenue La Crosse WI 54601 Memory - Mark V. Connelly 500 Habitat for Humanity La Crosse 3181 Berlin Drive La Crosse WI 54601 Package 4 Team Build Sponsor 2500 Horsesense Special Riders PO Box 906 La Crosse WI 54602 Scholarship Program 1000 Impact 100 Greater Milwaukee PO Box 1061 Brookfield WI 53008 Annual Membership Dues 1100 Irishfest La Crosse WI PO Box 215 La Crosse WI 546020215 Sponsorship - Celtic Club 200 Joe Was Just Joe Foundation 2026 Barnabee Road La Crosse WI 54601 Donation 500 Kellogg E M B A Program Office of Advancement Evanston IL 60201 Donation - Kristine Cleary 1000 La Crescent Community Foundatio PO Box 170 La Crescent MN 55947 Donation 1000 La Crosse City Vision Found PO Box 175 La Crosse WI 546020175 Lamplight Investor/Membership 1000 La Crosse City Vision Found PO Box 175 La Crosse WI 546020175 Brick Donation 1000 La Crosse Community Foundation 401 Main Street La Crosse WI 54601 La Crosse Jazz Orchestra 500 La Crosse Community Foundation 401 Main Street La Crosse WI 54601 Northside Senior Center 10000 La Crosse Community Theatre 428 Front Street S La Crosse WI 54601 Donation 500 La Crosse Community Theatre 428 Front Street S La Crosse WI 54601 Donation 750 La Crosse County Historical Soc 145 West Avenue South La Crosse WI 54601 Heritage Circle Membership 1000 La Crosse Kiwanis Club PO Box 61 La Crosse WI 546020061 Special Day for Special People 500 La Crosse Skyrockers PO Box 2223 La Crosse WI 54602 Donation 1000 La Crosse Thanksgiving Dinner PO Box 662 La Crosse WI 546020662 Donation 5000 Logan High School Yearbook Attn Principal La Crosse WI 54603 Yearbooks 500 Luther College 700 College Drive Decorah IA 521011043 Donation Alumni - Kristine Cleary 5000 Marquette Law Women Scholarship PO Box 1881 Milwaukee WI 532011881 Marquette Law Womens Scholarship 15000 Mayo Clinic Mayo Clinic Rochester MN 55905 In Memory of Gary L. Gilbertson 1000 Mayo Clinic Mayo Clinic Rochester MN 55905 2024 Annual Fund 20000 Mayo Clinic Mayo Clinic Rochester MN 55905 La Crosse Mayo Donation 50000 Minnesota Public Radio Membership Saint Paul MN 554860294 Annual Membership 100 Mississippi Valley Conservancy PO Box 2611 La Crosse WI 54602 Annual Membership Renewal 500 Mississippi Valley Conservancy PO Box 2611 La Crosse WI 54602 Access Easement to Cliffwood Bluff 10000 Mobile Meals of La Crosse PO Box 1643 La Crosse WI 546021643 Donation 500 National Fire Safety Council La Crosse Fire Department La Crosse WI 54601 Fire Safety Education 250 National Speech & Debate Associ 401 Railroad Place West De Moines IA 502654730 Donation 1000 Natural Res Defense Council Natural Resources Defense Council Merrifield VA 221168030 Annual Membership 500 Norskedalen PO Box 235 Coon Valley WI 54623 Annual Membership - Gail Cleary Sandra Cleary 1000 North Presbyterian Church 1327 N Salem Road La Crosse WI 54601 In Loving Memory of Ann Barney 1000 North Presbyterian Church 1327 N Salem Road La Crosse WI 54601 In Loving Memory of Gail Cleary 5000 Northwestern Athletic Departmen Alumni Relations and Development Evanston IL 602084410 Annual Alumni Gift - Sara Coffey 3000 Oktoberfest USA Gemutlichkeit PO Box 1716 La Crosse WI 546021716 King Gambrinus 4950 Oktoberfest USA Gemutlichkeit PO Box 1716 La Crosse WI 546021716 Miss La Crosse Oktoberfest Scholarship 500 Outdoor Recreation Alliance c/o Smiths Bike Shop La Crosse WI 54601 Trails on HWY 33 150000 PBS Wisconsin-Public Television Friends of PBS Wisconsin Inc Madison WI 53708 Annual Membership 500 PBS Wisconsin-Public Television Friends of PBS Wisconsin Inc Madison WI 53708 Focus Fund for Education 1000 Preservation Alliance of LaX 119 King Street La Crosse WI 54601 Membership 250 Riverfest Inc Attn Sponsorship Director La Crosse WI 546021745 Commander Level Sponsorship 1500 Riverfest Inc Attn Sponsorship Director La Crosse WI 546021745 Admiral Level Sponsorship 3500 Riverfest Inc Attn Sponsorship Director La Crosse WI 546021745 Sponsorship 500 Rotary District 6250 Foundation c/o Treasurer Brian Watson Milton WI 53563 Ho-Chunk Garden 1000 Rotary District 6250 Foundation c/o Treasurer Brian Watson Milton WI 53563 Ho-Chunk Garden 25000 Rotary International Foundation 14280 Collections Center Drive Chicago IL 60693 Donation 1000 Rotary Lights PO Box 215 La Crosse WI 546020215 Donation - Super Star Level 5000 School District of La Crosse Hogan Administrative Center La Crosse WI 54601 Northside Greenhouse 18985 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 28th Annual Lawn Social 500 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 21st Annual Golf Outing for Scouting Sponsorship 850 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 Enchanted Forest King Size Sponsorship 1000 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 Operating Expenses 10000 Boy Scouts of America (Gateway) Gateway Area Council La Crosse WI 54601 Troop 11 - Wreaths Garland 1000 The Parenting Place 1111 7th Street South La Crosse WI 54601 Diaper Bank 200 St Monica School 5635 N Santa Monica Blvd Whitefish Bay WI 53217 Donation 15000 Stephen's College Stephens College Columbia MO 652019955 Annual Support 1000 TColin Campbell Center for Nut PO Box 365 Webster NY 14580 Donation 1000 The Good Fight Community Center 118 6th St N La Crosse WI 54601 Donation 1000 The Hunger Task Force of La Cro 1240 Clinton Street La Crosse WI 54603 A Taste of the Garden Fund Raiser - Greenhouse Sponsorship 1000 The Nature Conservancy Suite 111 Madison WI 53703 TNC Columbia 25000 The Parenting Place 1500 Green Bay Street La Crosse WI 54601 Donation 500 The Salvation Army PO Box 156 La Crosse WI 546020156 Shelter Plus - New Building in La Crosse 100000 Shrine of Our Lady of Guadalupe 5250 Justin Rd La Crosse WI 54601 In Memory of Earl L. Bonsack 300 Utd Community CtrBGuadalupe 1028 S 9th Street Milwaukee WI 53204 Donation - Kristine Cleary 5000 United Fund for Arts & Humanity 119 King Street La Crosse WI 54601 Annual Contribution 1000 University of Wis Foundation US Bank Lockbox 78807 Milwaukee WI 532780807 Great World Texts Keynote Speaker 15000 Urban Ecology Center Ken Leinbach Milwaukee WI 53211 Donation - Kristine Cleary Peter Coffey 2000 UW-M Forward US Bank Lockbox Milwaukee WI 532780236 School of Business Fund - William Coffey, Kate Heise Russell Heise 10000 UWL Alumni & Friends Foundation 615 East Ave N La Crosse WI 54601 Annual Donation - Sandra Cleary 5000 UWL Alumni & Friends Foundation 615 East Ave N La Crosse WI 54601 Annual Donation - Sandra Cleary 1000 VA Medical Center 4000 State Road 16 La Crosse WI 546011809 Donation 1000 Valley View Rotary PO Box 545 La Crosse WI 546020545 Moon Tunes Solid Gold Sponsorship 2500 Villanova University University Advancement Villanova PA 190859971 Alumni Gift - Megan Coffey - Scholarship Fund 3000 Viterbo University 900 Viterbo Drive La Crosse WI 54601 Viterbo Golf Scramble 1000 WAFER-Food for People in Need 1603 George Street La Crosse WI 54603 Donation for Operations 10000 WAGGGS Guides AND Girl Scouts Inc Indianapolis IN 46206 Donation 1000 Western Technical College Foundation Western Techinical College La Crosse WI 546029995 Western Scholarship Golf Sponsor 650 Wisconsin Historical Foundation PO Box 260050 Madison WI 53726 Annual Membership - Sandra Cleary 2000 WIAA 5516 Vern Holmes Drive Stevens Point WI 544828833 3rd Year of 5Yr Pledge 10000 Women's Clothes Closet PO Box 97 La Crosse WI 546020097 Donation 500 Women's Fund (La Crosse) PO Box 654 La Crosse WI 546020654 Annual Fall Womens Fund Luncheon 1000 828910 Wisconsin Interscholastic Athletic Association 5516 Vern Holmes Drive Stevens Point WI 544828833 State Track Tournament 10000 10000 14 36550 14 457535 14 1083945 1578030 1578030 false false false false false false false false false false Baird Stifel 3041248 3776867 825799 shares of Stifel 5472485 16857069 CMC Admin Expenses 96048 82495 13552 Brokers Fee 5792 5792 Globetax Relief Fee 35 35 Miscellaneous 1884 1884 Legal Fees 1242 1242 Estimated Payments for 2023 Year 17300