﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.irs.gov/efile" returnVersion="2023v6.0">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-05-05T11:32:40-05:00</ReturnTs>
    <TaxPeriodEndDt>2024-06-30</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>390758449</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>WIPFLI LLP</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>1502 LONDON ROAD SUITE 200</AddressLine1Txt>
        <CityNm>DULUTH</CityNm>
        <StateAbbreviationCd>MN</StateAbbreviationCd>
        <ZIPCd>55812</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2023-07-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>392003427</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>DUDLEY FOUNDATION INC</BusinessNameLine1Txt>
      </BusinessName>
      <BusinessNameControlTxt>DUDL</BusinessNameControlTxt>
      <PhoneNum>7158495729</PhoneNum>
      <USAddress>
        <AddressLine1Txt>500 FIRST STREET 2</AddressLine1Txt>
        <CityNm>WAUSAU</CityNm>
        <StateAbbreviationCd>WI</StateAbbreviationCd>
        <ZIPCd>54403</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>JEFF STUBBE</PersonNm>
      <PersonTitleTxt>TREASURER</PersonTitleTxt>
      <PhoneNum>7158495729</PhoneNum>
      <SignatureDt>2025-05-05</SignatureDt>
      <DiscussWithPaidPreparerInd>1</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>1</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>MICHAEL J PETERSON CPA</PreparerPersonNm>
      <PTIN>P01833529</PTIN>
      <PhoneNum>2187224705</PhoneNum>
      <PreparationDt>2025-05-05</PreparationDt>
    </PreparerPersonGrp>
    <TaxYr>2023</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="13">
    <IRS990PF documentId="RetDoc1235000001" referenceDocumentId="RetDoc2258700001">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>9993465</FMVAssetsEOYAmt>
      <MethodOfAccountingAccrualInd>X</MethodOfAccountingAccrualInd>
      <AnalysisOfRevenueAndExpenses>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <DividendsRevAndExpnssAmt>169952</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>169952</DividendsNetInvstIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt>667975</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>4275162</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>667975</CapGainNetIncmNetInvstIncmAmt>
        <OtherIncomeRevAndExpnssAmt referenceDocumentId="RetDoc2001500001">606</OtherIncomeRevAndExpnssAmt>
        <OtherIncomeNetInvstIncmAmt>606</OtherIncomeNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>838533</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>838533</TotalNetInvstIncmAmt>
        <CompOfcrDirTrstRevAndExpnssAmt>45000</CompOfcrDirTrstRevAndExpnssAmt>
        <CompOfcrDirTrstNetInvstIncmAmt>4500</CompOfcrDirTrstNetInvstIncmAmt>
        <CompOfcrDirTrstDsbrsChrtblAmt>40500</CompOfcrDirTrstDsbrsChrtblAmt>
        <AccountingFeesRevAndExpnssAmt referenceDocumentId="RetDoc2002200001">44852</AccountingFeesRevAndExpnssAmt>
        <AccountingFeesNetInvstIncmAmt>8970</AccountingFeesNetInvstIncmAmt>
        <AccountingFeesChrtblPrpsAmt>35882</AccountingFeesChrtblPrpsAmt>
        <OtherProfFeesRevAndExpnssAmt referenceDocumentId="RetDoc2002300001">48842</OtherProfFeesRevAndExpnssAmt>
        <OtherProfFeesNetInvstIncmAmt>48842</OtherProfFeesNetInvstIncmAmt>
        <OtherProfFeesDsbrsChrtblAmt>0</OtherProfFeesDsbrsChrtblAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="RetDoc2002500001">60250</TaxesRevAndExpnssAmt>
        <TaxesNetInvstIncmAmt>856</TaxesNetInvstIncmAmt>
        <TaxesDsbrsChrtblAmt>3099</TaxesDsbrsChrtblAmt>
        <TravConfMeetingRevAndExpnssAmt>4114</TravConfMeetingRevAndExpnssAmt>
        <TravConfMeetingNetInvstIncmAmt>823</TravConfMeetingNetInvstIncmAmt>
        <TravConfMeetingDsbrsChrtblAmt>3291</TravConfMeetingDsbrsChrtblAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="RetDoc2003200001">24484</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesNetInvstIncmAmt>4897</OtherExpensesNetInvstIncmAmt>
        <OtherExpensesDsbrsChrtblAmt>19587</OtherExpensesDsbrsChrtblAmt>
        <TotOprExpensesRevAndExpnssAmt>227542</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>68888</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>102359</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>293433</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>312383</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>520975</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>68888</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>414742</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>317558</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>769645</NetInvestmentIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <CashBOYAmt>94186</CashBOYAmt>
        <CashEOYAmt>51704</CashEOYAmt>
        <CashEOYFMVAmt>51704</CashEOYFMVAmt>
        <SavAndTempCashInvstBOYAmt>260103</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>537556</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>537556</SavAndTempCashInvstEOYFMVAmt>
        <AcctRcvblBOYAmt>85</AcctRcvblBOYAmt>
        <PrepaidExpensesBOYAmt>7560</PrepaidExpensesBOYAmt>
        <PrepaidExpensesEOYAmt>3780</PrepaidExpensesEOYAmt>
        <PrepaidExpensesEOYFMVAmt>3780</PrepaidExpensesEOYFMVAmt>
        <USGovernmentObligationsBOYAmt>560811</USGovernmentObligationsBOYAmt>
        <USGovernmentObligationsEOYAmt referenceDocumentId="RetDoc2210400001">776702</USGovernmentObligationsEOYAmt>
        <USGovtObligationsEOYFMVAmt>776702</USGovtObligationsEOYFMVAmt>
        <CorporateStockBOYAmt>6439158</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="RetDoc2018900001">6222343</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>6222343</CorporateStockEOYFMVAmt>
        <CorporateBondsBOYAmt>2240138</CorporateBondsBOYAmt>
        <CorporateBondsEOYAmt referenceDocumentId="RetDoc2044400001">2401380</CorporateBondsEOYAmt>
        <CorporateBondsEOYFMVAmt>2401380</CorporateBondsEOYFMVAmt>
        <InvstLandCostOrOtherBasisAmt>11200</InvstLandCostOrOtherBasisAmt>
        <InvstLandAccumDepreciationAmt>11200</InvstLandAccumDepreciationAmt>
        <OtherAssetsBOYAmt referenceDocumentId="RetDoc2046600001">6424</OtherAssetsBOYAmt>
        <OtherAssetsEOYAmt referenceDocumentId="RetDoc2046600001">0</OtherAssetsEOYAmt>
        <OtherAssetsEOYFMVAmt referenceDocumentId="RetDoc2046600001">0</OtherAssetsEOYFMVAmt>
        <TotalAssetsBOYAmt>9608465</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>9993465</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>9993465</TotalAssetsEOYFMVAmt>
        <AccountsPayableBOYAmt>4828</AccountsPayableBOYAmt>
        <AccountsPayableEOYAmt>2512</AccountsPayableEOYAmt>
        <GrantsPayableBOYAmt>137500</GrantsPayableBOYAmt>
        <GrantsPayableEOYAmt>6050</GrantsPayableEOYAmt>
        <OtherLiabilitiesBOYAmt referenceDocumentId="RetDoc2065700001">0</OtherLiabilitiesBOYAmt>
        <OtherLiabilitiesEOYAmt referenceDocumentId="RetDoc2065700001">43156</OtherLiabilitiesEOYAmt>
        <TotalLiabilitiesBOYAmt>142328</TotalLiabilitiesBOYAmt>
        <TotalLiabilitiesEOYAmt>51718</TotalLiabilitiesEOYAmt>
        <OrganizationFollowsFASB117Ind>X</OrganizationFollowsFASB117Ind>
        <NoDonorRstrNetAssestsBOYAmt>9466137</NoDonorRstrNetAssestsBOYAmt>
        <NoDonorRstrNetAssestsEOYAmt>9941747</NoDonorRstrNetAssestsEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>9466137</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>9941747</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>9608465</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>9993465</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>9466137</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>317558</ExcessRevenueOverExpensesAmt>
        <OtherIncreasesAmt referenceDocumentId="RetDoc2049700001">158052</OtherIncreasesAmt>
        <SubtotalAmt>9941747</SubtotalAmt>
        <OtherDecreasesAmt>0</OtherDecreasesAmt>
        <TotNetAstOrFundBalancesEOYAmt>9941747</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PUBLICLY TRADED SECURITIES</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>4275162</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3607187</CostOrOtherBasisAmt>
          <GainOrLossAmt>667975</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>667975</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>667975</CapitalGainNetIncomeAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>10698</InvestmentIncomeExciseTaxAmt>
        <TaxUnderSection511Amt>0</TaxUnderSection511Amt>
        <SubtotalAmt>10698</SubtotalAmt>
        <SubtitleATaxAmt>0</SubtitleATaxAmt>
        <TaxBasedOnInvestmentIncomeAmt>10698</TaxBasedOnInvestmentIncomeAmt>
        <EstimatedPlusOvpmtIncmTxAmt>5729</EstimatedPlusOvpmtIncmTxAmt>
        <ExemptFrgnOrgTaxWthldAtSrceAmt>0</ExemptFrgnOrgTaxWthldAtSrceAmt>
        <ExtsnRequestIncomeTaxPaidAmt>0</ExtsnRequestIncomeTaxPaidAmt>
        <BackupWithholdingWithheldAmt>0</BackupWithholdingWithheldAmt>
        <TotalPaymentsAndCreditsAmt>5729</TotalPaymentsAndCreditsAmt>
        <Form2220AttachedInd referenceDocumentId="RetDoc1192000001">X</Form2220AttachedInd>
        <EsPenaltyAmt>212</EsPenaltyAmt>
        <TaxDueAmt>5181</TaxDueAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>0</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>0</MoreThan100SpentInd>
        <Form1120POLFiledInd>0</Form1120POLFiledInd>
        <Section4955OrganizationTaxAmt>0</Section4955OrganizationTaxAmt>
        <Section4955ManagersTaxAmt>0</Section4955ManagersTaxAmt>
        <TaxReimbursedAmt>0</TaxReimbursedAmt>
        <ActivitiesNotPreviouslyRptInd>0</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>0</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>0</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>0</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>1</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>1</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>WI</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>1</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>0</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>0</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>0</OwnControlledEntityInd>
        <DonorAdvisedFundInd>0</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>1</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>DUDLEYFOUNDATIONWAUSAU.ORG</WebsiteAddressTxt>
        <PersonsWithBooksName>
          <BusinessNameLine1Txt>ANDREW DUDLEY SHANNON</BusinessNameLine1Txt>
        </PersonsWithBooksName>
        <PhoneNum>7158495729</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
          <CityNm>WAUSAU</CityNm>
          <StateAbbreviationCd>WI</StateAbbreviationCd>
          <ZIPCd>54403</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>0</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>0</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>0</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>0</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>1</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>0</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>0</PaymentToGovernmentOfficialInd>
        <ActsFailToQlfyAsExceptionsInd>0</ActsFailToQlfyAsExceptionsInd>
        <UncorrectedPriorActsInd>0</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>0</UndistributedIncomePYInd>
        <UndistrIncmSect4942a2NotAppInd>0</UndistrIncmSect4942a2NotAppInd>
        <BusinessHoldingsInd>0</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>0</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>0</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>0</InfluenceLegislationInd>
        <InfluenceElectionInd>0</InfluenceElectionInd>
        <GrantsToIndividualsInd>0</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>0</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>0</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>0</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>0</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>0</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>0</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>MARY C DUDLEY</PersonNm>
          <USAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </USAddress>
          <TitleTxt>CHAIRMAN</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>2.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ANN D SHANNON</PersonNm>
          <USAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </USAddress>
          <TitleTxt>PRESIDENT</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>10.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>JEFFREY STUBBE</PersonNm>
          <USAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </USAddress>
          <TitleTxt>TREASURER</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>2.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>PAUL C SCHLINDWIEN II</PersonNm>
          <USAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </USAddress>
          <TitleTxt>SECRETARY</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>2.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>JOHN D DUDLEY</PersonNm>
          <USAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>2.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ROBERT J DUDLEY II</PersonNm>
          <USAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>2.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>CHAD D KANE</PersonNm>
          <USAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>2.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ANDREW DUDLEY SHANNON</PersonNm>
          <USAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </USAddress>
          <TitleTxt>EXECUTIVE DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>30.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>45000</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <OtherEmployeePaidOver50kCnt>0</OtherEmployeePaidOver50kCnt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
        <ContractorPaidOver50kCnt>0</ContractorPaidOver50kCnt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SumOfProgramRelatedInvstGrp>
        <TotalAmt>0</TotalAmt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>9185670</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>493854</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>9679524</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AcquisitionIndebtednessAmt>0</AcquisitionIndebtednessAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>9679524</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>145193</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>9534331</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>476717</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>476717</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>10698</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>10698</TotalTaxAmt>
        <DistributableBeforeAdjAmt>466019</DistributableBeforeAdjAmt>
        <RecoveriesQualfiedDistriAmt>2500</RecoveriesQualfiedDistriAmt>
        <DistributableBeforeDedAmt>468519</DistributableBeforeDedAmt>
        <DeductionFromDistributableAmt>0</DeductionFromDistributableAmt>
        <DistributableAsAdjustedAmt>468519</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>414742</ExpensesAndContributionsAmt>
        <ProgramRelatedInvstTotalAmt>0</ProgramRelatedInvstTotalAmt>
        <QualifyingDistributionsAmt>414742</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>468519</DistributableAsAdjustedAmt>
        <UndistributedIncomePYAmt>396161</UndistributedIncomePYAmt>
        <TotalForPriorYearsAmt>0</TotalForPriorYearsAmt>
        <TotalExcessDistributionCyovAmt>0</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>414742</QualifyingDistributionsAmt>
        <AppliedToYear1Amt>396161</AppliedToYear1Amt>
        <AppliedToPriorYearsAmt>0</AppliedToPriorYearsAmt>
        <TreatedAsDistriFromCorpusAmt>0</TreatedAsDistriFromCorpusAmt>
        <AppliedToCurrentYearAmt>18581</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>0</RemainingDistriFromCorpusAmt>
        <ExcessDistriCyovAppCYCorpusAmt>0</ExcessDistriCyovAppCYCorpusAmt>
        <ExcessDistributionCyovAppCYAmt>0</ExcessDistributionCyovAppCYAmt>
        <TotalCorpusAmt>0</TotalCorpusAmt>
        <PriorYearUndistributedIncmAmt>0</PriorYearUndistributedIncmAmt>
        <PriorYearDeficiencyOrTaxAmt>0</PriorYearDeficiencyOrTaxAmt>
        <Taxable1Amt>0</Taxable1Amt>
        <Taxable2Amt>0</Taxable2Amt>
        <UndistributedIncomeCYAmt>449938</UndistributedIncomeCYAmt>
        <CorpusDistri170b1EOr4942g3Amt>0</CorpusDistri170b1EOr4942g3Amt>
        <ExcessDistriCyovFromYr5Amt>0</ExcessDistriCyovFromYr5Amt>
        <ExcessDistriCyovToNextYrAmt>0</ExcessDistriCyovToNextYrAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>MARY C DUDLEY</ContributingManagerNm>
        <ContributingManagerNm>ANN D SHANNON</ContributingManagerNm>
        <ContributingManagerNm>JOHN D DUDLEY</ContributingManagerNm>
        <ContributingManagerNm>ROBERT J DUDLEY II</ContributingManagerNm>
        <ContributingManagerNm>ANDREW DUDLEY SHANNON</ContributingManagerNm>
        <ApplicationSubmissionInfoGrp>
          <RecipientPersonNm>DUDLEY FOUNDATION ATTN ANDREW DUDLE</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>500 FIRST STREET SUITE 2</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientPhoneNum>7158495729</RecipientPhoneNum>
          <FormAndInfoAndMaterialsTxt>ELECTRONICALLY VIA OUR WEBSITE: HTTPS://DUDLEYFOUNDATIONWAUSAU.ORG/</FormAndInfoAndMaterialsTxt>
          <SubmissionDeadlinesTxt>GRANT APPLICATION DEADLINES ARE ON THE 1ST OF SEPTEMBER, DECEMBER, MARCH, AND JUNE.</SubmissionDeadlinesTxt>
          <RestrictionsOnAwardsTxt>AN APPLICANT MUST BE A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND SHOULD NOT BE A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE IRS CODE. THE DUDLEY FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR PRIVATE BUSINESSES. THE DUDLEY FOUNDATION FUNDS NONPROFITS IN WAUSAU, MARATHON COUNTY, AND WISCONSIN. WE DO NOT FUND ANY REQUEST OUTSIDE OF THE STATE OF WISCONSIN AS PER THE INTENTION OF OUR FOUNDER, DICK DUDLEY, A PROUD NATIVE SON OF THE STATE.</RestrictionsOnAwardsTxt>
        </ApplicationSubmissionInfoGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>A WALK IN THEIR SHOES</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 264</AddressLine1Txt>
            <CityNm>MAGNOLIA</CityNm>
            <StateAbbreviationCd>DE</StateAbbreviationCd>
            <ZIPCd>19962</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>I AM NOT INVISIBLE; OVERCOMING OBSTACLES TO INSPIRE SUCCESS</GrantOrContributionPurposeTxt>
          <Amt>9500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ALANO CLUB OF WAUSAU</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>711 MCCLELLAN ST</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>WATER MAIN AND CONCRETE REPAIR</GrantOrContributionPurposeTxt>
          <Amt>3300</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>AMERICAN HEART ASSOCIATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>275 W WISCONSIN AVE SUITE 230</AddressLine1Txt>
            <CityNm>MILWAUKEE</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53203</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>NATION OF LIFESAVERS</GrantOrContributionPurposeTxt>
          <Amt>4000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>BOYS &amp; GIRLS CLUB OF THE WAUSAU AREA INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1710 N 2ND STREET</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>CAREER &amp; WORKFORCE DEVELOPMENT INITIATIVE</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CHILDCARING INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>850 STATE HIGHWAY 153 STE F</AddressLine1Txt>
            <CityNm>MOSINEE</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54455</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GOOD START GRANT</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>COMMUNITY PARTNERS CAMPUS INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>360 GRAND AVE</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SOLAR ENERGY</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>4693 N LYNNDALE DR</AddressLine1Txt>
            <CityNm>APPLETON</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54913</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>REACHING OUT IN MARATHON COUNTY GRANT</GrantOrContributionPurposeTxt>
          <Amt>3500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>GOOD NEWS PROJECT INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1106 N 5TH ST</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>LOADING DOCK UPGRADES</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>HMONG AMERICAN CENTER INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1109 N 6TH ST</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>HMOOB ZAJ DAB NEEG AKA THE HMONG STORY PROGRAM</GrantOrContributionPurposeTxt>
          <Amt>7500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ICE AGE TRAIL ALLIANCE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2110 MAIN ST</AddressLine1Txt>
            <CityNm>CROSS PLAINS</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53528</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>MAINTAINING THE PLOVER RIVER SEGMENT OF THE ICE AGE TRAIL</GrantOrContributionPurposeTxt>
          <Amt>12500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>JUNIOR ACHIEVEMENT OF WISCONSIN - NORTHCENTRAL WISCONSIN</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>11111 WEST LIBERTY DRIVE</AddressLine1Txt>
            <CityNm>MILWAUKEE</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53224</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>2023-2024 PROGRAMMING</GrantOrContributionPurposeTxt>
          <Amt>15250</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MARATHON COUNTY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>500 FOREST ST</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>GOV</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>50TH ANNUAL CHILDREN'S FESTIVAL; MOVIE IN THE PARK SUMMER SERIES AT THE 400 BLOCK</GrantOrContributionPurposeTxt>
          <Amt>4110</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MARATHON COUNTY HISTORICAL SOCIETY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>410 MCINDOE ST</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OBSOLETE MEDIA DATA RESCUE CENTER PROJECT; TELLING OUR STORIES: THE NEXT 50 YEARS - 1ST INSTALLMENT</GrantOrContributionPurposeTxt>
          <Amt>52500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MONK BOTANICAL GARDENS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1800 N 1ST AVENUE</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54401</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <GrantOrContributionPurposeTxt>VISITOR AND EDUCATION CENTER PHASE 1</GrantOrContributionPurposeTxt>
          <Amt>25000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1000 W CAMPUS DR</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54401</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>RICHARD D. DUDLEY FAMILY ENDOWED SCHOLARSHIP - 2024</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>PERFORMING ARTS FOUNDATION INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>401 N 4TH ST</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>2024 PERFORMING ARTS FUND DRIVE</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>RIB MOUNTAIN BOWMEN</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>14320 N 27TH AVE</AddressLine1Txt>
            <CityNm>MERRILL</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54452</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ADDITION WITH ADA COMPLIANT ENTRY, BATHROOMS AND KITCHEN</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>RIVER VALLEY JAZZ SOCIETY LTD</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>518 SOUTH 7TH AVE</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54401</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>JAZZ ON THE RIVER</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ROGERS BEHAVIORAL HEALTH FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>34700 VALLEY RD</AddressLine1Txt>
            <CityNm>OCONOMOWOC</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53066</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ROGERS IN WAUSAU</GrantOrContributionPurposeTxt>
          <Amt>50000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SOCIETY OF ST VINCENT DE PAUL CABRINI CONFERENCE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>131 WEST THOMAS ST</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54401</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ST. VINCENT DE PAUL THRIFT STORE PARKING LOT RENOVATION</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SOUTH BEACH CHAMBER ENSEMBLE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1350 EUCLID AVENUE</AddressLine1Txt>
            <CityNm>MIAMI BEACH</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33139</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SOUTH BEACH UP NORTH</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SUMMIT PLAYERS THEATER INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>3383 KINNICKINNICK AVE</AddressLine1Txt>
            <CityNm>MILWAUKEE</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53207</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUMMIT PLAYERS THEATRE 2024 SEASON - A MIDSUMMER NIGHT'S DREAM</GrantOrContributionPurposeTxt>
          <Amt>2000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>THE COMMUNITY THEATRE OF WAUSAU INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>136 SUMMER ST</AddressLine1Txt>
            <CityNm>SCHOFIELD</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54476</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>THEATER ON THE SIDE</GrantOrContributionPurposeTxt>
          <Amt>5623</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>THE LANDING AT THE WOODSON YMCA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>707 N 3RD ST</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>THE LANDING SENIOR PROM; ANNUAL DANCE PARTY</GrantOrContributionPurposeTxt>
          <Amt>6600</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>THE NEIGHBORS' PLACE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>360 GRAND AVENUE SUITE 200</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SHARE YOUR HOLIDAYS/THE BABIES PLACE</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>THE SALVATION ARMY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>202 CALLON STREET</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54401</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>2023 SHARE YOUR HOLIDAYS</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WAUSAU AMERICAN LEGION POST 10</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1001 GOLF CLUB ROAD</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>CHALLENGE GRANT FUNDING</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WAUSAU CONSERVATORY OF MUSIC INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 606</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54402</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>INTERNATIONAL MUSIC CONCERT &amp; LECTURE SERIES</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WAUSAU FESTIVAL OF THE ARTS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 1763</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54402</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>2024 WAUSAU FESTIVAL OF THE ARTS WEEKEND</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WAUSAU FREE CLINIC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>360 GRAND AVE</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54403</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>WEBSITE DESIGN UPGRADE</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WAUSAU NORDIC SKI CLUB</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 1813</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54402</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>COMMUNITY OUTREACH SKI EXPANSION</GrantOrContributionPurposeTxt>
          <Amt>4000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WISCONSIN HISTORICAL FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>816 STATE ST</AddressLine1Txt>
            <CityNm>MADISON</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>53706</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>A NEW WISCONSIN HISTORY CENTER</GrantOrContributionPurposeTxt>
          <Amt>12500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>312383</TotalGrantOrContriPdDurYrAmt>
        <GrantOrContriApprvForFutGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>IRONBULL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 957</AddressLine1Txt>
            <CityNm>WAUSAU</CityNm>
            <StateAbbreviationCd>WI</StateAbbreviationCd>
            <ZIPCd>54402</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL SUPPORT</GrantOrContributionPurposeTxt>
          <Amt>6050</Amt>
        </GrantOrContriApprvForFutGrp>
        <TotalGrantOrContriApprvFutAmt>6050</TotalGrantOrContriApprvFutAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>169952</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <OtherInvestmentIncomeGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>606</ExclusionAmt>
        </OtherInvestmentIncomeGrp>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>667975</ExclusionAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <UnrelatedBusinessTaxblIncmAmt>0</UnrelatedBusinessTaxblIncmAmt>
          <ExclusionAmt>838533</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>0</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>838533</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>0</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>0</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>0</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>0</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>0</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>0</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>0</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>0</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>0</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>0</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc2002200001">
      <AccountingFeesDetail>
        <CategoryTxt>AUDIT AND ACCOUNTING FEES</CategoryTxt>
        <Amt>44852</Amt>
        <NetInvestmentIncomeAmt>8970</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>35882</DisbursementsCharitablePrpsAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <GeneralExplanationAttachment documentId="RetDoc2258700001">
      <GeneralExplanationGrp>
        <FormAndLineReferenceDesc>PART VII-B, LINE 1A(4) - COMPENSATION TO DISQUALIFIED PERSONS</FormAndLineReferenceDesc>
        <MediumExplanationTxt>DURING THE FISCAL YEAR ENDED 06/30/24, THE FOUNDATION PAID $45,000 TO ANDREW D. SHANNON FOR SERVICES AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THESE SERVICES ARE NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSE. THE AMOUNTS PAID ABOVE DO NOT CONSTITUTEUNREASONABLE OR EXCESSIVE AMOUNTS AND DO NOT CONSTITUTE SELF-DEALING PURSUANT TO REGULATION SECTION 53.4941(D)-3(C). ALL PAYMENTS WERE MADE AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS.</MediumExplanationTxt>
      </GeneralExplanationGrp>
    </GeneralExplanationAttachment>
    <InvestmentsCorpBondsSchedule documentId="RetDoc2044400001">
      <InvestmentsCorporateBondsGrp>
        <BondNm>ABBVIE INC SR GLBL</BondNm>
        <EOYBookValueAmt>48280</EOYBookValueAmt>
        <EOYFMVAmt>48280</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>AMAZON COM INC SR GLBL NT</BondNm>
        <EOYBookValueAmt>92640</EOYBookValueAmt>
        <EOYFMVAmt>92640</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>APPLE INC SR GLBL NT</BondNm>
        <EOYBookValueAmt>92696</EOYBookValueAmt>
        <EOYFMVAmt>92696</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>BAIRD INTERMEDIATE BOND FD INSTL #70</BondNm>
        <EOYBookValueAmt>33398</EOYBookValueAmt>
        <EOYFMVAmt>33398</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>BANK AMER CORP FR</BondNm>
        <EOYBookValueAmt>48461</EOYBookValueAmt>
        <EOYFMVAmt>48461</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K #340</BondNm>
        <EOYBookValueAmt>5548</EOYBookValueAmt>
        <EOYFMVAmt>5548</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>BLACKROCK INC SR GLBL</BondNm>
        <EOYBookValueAmt>96904</EOYBookValueAmt>
        <EOYFMVAmt>96904</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>BOEING CO SR NT</BondNm>
        <EOYBookValueAmt>47813</EOYBookValueAmt>
        <EOYFMVAmt>47813</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>BRISTOL MYERS SQUIBB CO SR GLBL NT</BondNm>
        <EOYBookValueAmt>51912</EOYBookValueAmt>
        <EOYFMVAmt>51912</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>BRISTOL MYERS SQUIBB CO SR GLBL NT</BondNm>
        <EOYBookValueAmt>90858</EOYBookValueAmt>
        <EOYFMVAmt>90858</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>CITIGROUP INC FR</BondNm>
        <EOYBookValueAmt>44139</EOYBookValueAmt>
        <EOYFMVAmt>44139</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>CROWN CASTLE INC SR GLBL</BondNm>
        <EOYBookValueAmt>50427</EOYBookValueAmt>
        <EOYFMVAmt>50427</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>DEERE JOHN CAPITAL CORP FR</BondNm>
        <EOYBookValueAmt>49121</EOYBookValueAmt>
        <EOYFMVAmt>49121</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>DODGE &amp; COX INCOME FUND CL I</BondNm>
        <EOYBookValueAmt>27800</EOYBookValueAmt>
        <EOYFMVAmt>27800</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>DOW CHEMICAL CO SR GLBL NT</BondNm>
        <EOYBookValueAmt>48910</EOYBookValueAmt>
        <EOYFMVAmt>48910</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>FISERV INC SR GLBL</BondNm>
        <EOYBookValueAmt>28605</EOYBookValueAmt>
        <EOYFMVAmt>28605</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>GALLAGHER ARTHUR J &amp; CO SR GLBL</BondNm>
        <EOYBookValueAmt>52907</EOYBookValueAmt>
        <EOYFMVAmt>52907</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>GALLAGHER ARTHUR J &amp; CO SR GLBL NT</BondNm>
        <EOYBookValueAmt>49591</EOYBookValueAmt>
        <EOYFMVAmt>49591</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>GILEAD SCIENCES INC SR GLBL</BondNm>
        <EOYBookValueAmt>92927</EOYBookValueAmt>
        <EOYFMVAmt>92927</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>HOME DEPOT INC SR NT</BondNm>
        <EOYBookValueAmt>28093</EOYBookValueAmt>
        <EOYFMVAmt>28093</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>INTEL CORP SR GLBL</BondNm>
        <EOYBookValueAmt>49261</EOYBookValueAmt>
        <EOYFMVAmt>49261</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>INTERCONTINENTAL EXCHANGE, INC SR</BondNm>
        <EOYBookValueAmt>42458</EOYBookValueAmt>
        <EOYFMVAmt>42458</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>INTERCONTINENTAL EXCHANGE, INC GLBL</BondNm>
        <EOYBookValueAmt>90728</EOYBookValueAmt>
        <EOYFMVAmt>90728</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>JACOBS ENGR GROUP INC SR GLBL</BondNm>
        <EOYBookValueAmt>49973</EOYBookValueAmt>
        <EOYFMVAmt>49973</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>JPMORGAN CHASE &amp; CO FR</BondNm>
        <EOYBookValueAmt>48973</EOYBookValueAmt>
        <EOYFMVAmt>48973</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>JPMORGAN CORE BOND FUND CLASS I #3720</BondNm>
        <EOYBookValueAmt>16650</EOYBookValueAmt>
        <EOYFMVAmt>16650</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>LENNOX INTL INC SR GLBL</BondNm>
        <EOYBookValueAmt>50556</EOYBookValueAmt>
        <EOYFMVAmt>50556</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>LOWES COS INC SR GLBL NT</BondNm>
        <EOYBookValueAmt>47704</EOYBookValueAmt>
        <EOYFMVAmt>47704</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>MARVELL TECHNOLOGY INC SR GLBL NT</BondNm>
        <EOYBookValueAmt>46800</EOYBookValueAmt>
        <EOYFMVAmt>46800</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>META PLATFORMS INC GLBL NT</BondNm>
        <EOYBookValueAmt>27889</EOYBookValueAmt>
        <EOYFMVAmt>27889</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>MICROSOFT CORP SR GLBL</BondNm>
        <EOYBookValueAmt>48230</EOYBookValueAmt>
        <EOYFMVAmt>48230</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>NIKE INC SR GLBL NT</BondNm>
        <EOYBookValueAmt>47144</EOYBookValueAmt>
        <EOYFMVAmt>47144</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>NORFOLK SOUTHN CORP GLBL NT</BondNm>
        <EOYBookValueAmt>49906</EOYBookValueAmt>
        <EOYFMVAmt>49906</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>ORACLE CORP</BondNm>
        <EOYBookValueAmt>49476</EOYBookValueAmt>
        <EOYFMVAmt>49476</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>RTX CORPORATION SR GLBL</BondNm>
        <EOYBookValueAmt>100778</EOYBookValueAmt>
        <EOYFMVAmt>100778</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>SOUTHWEST AIRLS CO SR NT</BondNm>
        <EOYBookValueAmt>47198</EOYBookValueAmt>
        <EOYFMVAmt>47198</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>STARBUCKS CORP ST GLBL NT</BondNm>
        <EOYBookValueAmt>43152</EOYBookValueAmt>
        <EOYFMVAmt>43152</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>SYSCO CORP SR GLBL NT</BondNm>
        <EOYBookValueAmt>41293</EOYBookValueAmt>
        <EOYFMVAmt>41293</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>TARGET CORP SR GLBL</BondNm>
        <EOYBookValueAmt>47989</EOYBookValueAmt>
        <EOYFMVAmt>47989</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>TEMPLETON GLOBAL BOND FUND-AD #616</BondNm>
        <EOYBookValueAmt>5235</EOYBookValueAmt>
        <EOYFMVAmt>5235</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>TREEHOUSE FOODS INC SR GLBL NT</BondNm>
        <EOYBookValueAmt>44905</EOYBookValueAmt>
        <EOYFMVAmt>44905</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>US BANCORP MTNS BK ENT FR</BondNm>
        <EOYBookValueAmt>27805</EOYBookValueAmt>
        <EOYFMVAmt>27805</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>UNION PAC CORP SR GLBL</BondNm>
        <EOYBookValueAmt>43757</EOYBookValueAmt>
        <EOYFMVAmt>43757</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>UNITEDHEALTH GROUP INC SR GLBL NT</BondNm>
        <EOYBookValueAmt>50651</EOYBookValueAmt>
        <EOYFMVAmt>50651</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>VANGUARD SHT TERM INVT GRADE ADM #539</BondNm>
        <EOYBookValueAmt>11133</EOYBookValueAmt>
        <EOYFMVAmt>11133</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>VISA INC SR GLBL NT</BondNm>
        <EOYBookValueAmt>48627</EOYBookValueAmt>
        <EOYFMVAmt>48627</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>WALMART INC SR GLBL</BondNm>
        <EOYBookValueAmt>47636</EOYBookValueAmt>
        <EOYFMVAmt>47636</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>WELLS FARGO CO MTN SR NT</BondNm>
        <EOYBookValueAmt>94443</EOYBookValueAmt>
        <EOYFMVAmt>94443</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
    </InvestmentsCorpBondsSchedule>
    <InvestmentsCorpStockSchedule documentId="RetDoc2018900001">
      <InvestmentsCorporateStockGrp>
        <StockNm>ADOBE INC.</StockNm>
        <EOYBookValueAmt>55554</EOYBookValueAmt>
        <EOYFMVAmt>55554</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ALPHABET INC CAP STK CL A</StockNm>
        <EOYBookValueAmt>185793</EOYBookValueAmt>
        <EOYFMVAmt>185793</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ALPHABET INC CAP STK CL C</StockNm>
        <EOYBookValueAmt>41453</EOYBookValueAmt>
        <EOYFMVAmt>41453</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AMAZON.COM INC COM</StockNm>
        <EOYBookValueAmt>253351</EOYBookValueAmt>
        <EOYFMVAmt>253351</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AMERICAN EXPRESS CO COM</StockNm>
        <EOYBookValueAmt>113922</EOYBookValueAmt>
        <EOYFMVAmt>113922</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AMETEK INC NEW COM</StockNm>
        <EOYBookValueAmt>66684</EOYBookValueAmt>
        <EOYFMVAmt>66684</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AON PLC SHS CL A</StockNm>
        <EOYBookValueAmt>58716</EOYBookValueAmt>
        <EOYFMVAmt>58716</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>APPLE INC COM</StockNm>
        <EOYBookValueAmt>140694</EOYBookValueAmt>
        <EOYFMVAmt>140694</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>APPLIED MATLS INC COM</StockNm>
        <EOYBookValueAmt>37522</EOYBookValueAmt>
        <EOYFMVAmt>37522</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>BAIRD MIDCAP FUND - INST</StockNm>
        <EOYBookValueAmt>170142</EOYBookValueAmt>
        <EOYFMVAmt>170142</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>BERKSHIRE HATHAWAY INC DEL CL B NEW</StockNm>
        <EOYBookValueAmt>92344</EOYBookValueAmt>
        <EOYFMVAmt>92344</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CHEVRON CORP NEW COM</StockNm>
        <EOYBookValueAmt>92757</EOYBookValueAmt>
        <EOYFMVAmt>92757</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>COCA COLA CO COM</StockNm>
        <EOYBookValueAmt>63650</EOYBookValueAmt>
        <EOYFMVAmt>63650</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>COSTAR GROUP INC COM</StockNm>
        <EOYBookValueAmt>29656</EOYBookValueAmt>
        <EOYFMVAmt>29656</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>COSTCO WHSL CORP NEW COM</StockNm>
        <EOYBookValueAmt>76499</EOYBookValueAmt>
        <EOYFMVAmt>76499</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>DEERE &amp; CO COM</StockNm>
        <EOYBookValueAmt>66132</EOYBookValueAmt>
        <EOYFMVAmt>66132</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>DEXCOM INC COM</StockNm>
        <EOYBookValueAmt>73697</EOYBookValueAmt>
        <EOYFMVAmt>73697</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>DISNEY WALT CO COM</StockNm>
        <EOYBookValueAmt>52723</EOYBookValueAmt>
        <EOYFMVAmt>52723</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ECOLAB INC COM</StockNm>
        <EOYBookValueAmt>83300</EOYBookValueAmt>
        <EOYFMVAmt>83300</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>EDWARDS LIFESCIENCES CORP COM</StockNm>
        <EOYBookValueAmt>27711</EOYBookValueAmt>
        <EOYFMVAmt>27711</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>EVOLENT HEALTH INC CL A</StockNm>
        <EOYBookValueAmt>28680</EOYBookValueAmt>
        <EOYFMVAmt>28680</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>FASTENAL CO COM</StockNm>
        <EOYBookValueAmt>62840</EOYBookValueAmt>
        <EOYFMVAmt>62840</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>FLYWIRE CORPORATION COM VTG</StockNm>
        <EOYBookValueAmt>32780</EOYBookValueAmt>
        <EOYFMVAmt>32780</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GENERAC HLDGS INC COM</StockNm>
        <EOYBookValueAmt>66110</EOYBookValueAmt>
        <EOYFMVAmt>66110</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GENERAL DYNAMICS CORP COM</StockNm>
        <EOYBookValueAmt>31045</EOYBookValueAmt>
        <EOYFMVAmt>31045</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GOLDMAN SACHS GROUP INC COM</StockNm>
        <EOYBookValueAmt>35281</EOYBookValueAmt>
        <EOYFMVAmt>35281</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>HOME DEPOT INC COM</StockNm>
        <EOYBookValueAmt>99830</EOYBookValueAmt>
        <EOYFMVAmt>99830</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>HONEYWELL INTERNATIONAL INC COM</StockNm>
        <EOYBookValueAmt>32672</EOYBookValueAmt>
        <EOYFMVAmt>32672</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>INTERCONTINENTAL EXCHANGE, INC. COM</StockNm>
        <EOYBookValueAmt>68445</EOYBookValueAmt>
        <EOYFMVAmt>68445</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>INTUITIVE SURGICAL INC COM NEW</StockNm>
        <EOYBookValueAmt>77849</EOYBookValueAmt>
        <EOYFMVAmt>77849</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>IRHYTHM TECHNOLOGIES INC COM</StockNm>
        <EOYBookValueAmt>72657</EOYBookValueAmt>
        <EOYFMVAmt>72657</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>JANUS HENDERSON SMALL CAP VALUE FUND CLASS N #1465</StockNm>
        <EOYBookValueAmt>182567</EOYBookValueAmt>
        <EOYFMVAmt>182567</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>JOHNSON &amp; JOHNSON COM</StockNm>
        <EOYBookValueAmt>136660</EOYBookValueAmt>
        <EOYFMVAmt>136660</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>JPMORGAN CHASE &amp; CO COM</StockNm>
        <EOYBookValueAmt>165449</EOYBookValueAmt>
        <EOYFMVAmt>165449</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>JPMORGAN SMALL CAP GROWTH FUND CL L #3907</StockNm>
        <EOYBookValueAmt>198060</EOYBookValueAmt>
        <EOYFMVAmt>198060</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>KROGER CO COM</StockNm>
        <EOYBookValueAmt>27561</EOYBookValueAmt>
        <EOYFMVAmt>27561</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>LILLY ELI &amp; CO COM</StockNm>
        <EOYBookValueAmt>158441</EOYBookValueAmt>
        <EOYFMVAmt>158441</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>LINDE PLC SHS</StockNm>
        <EOYBookValueAmt>43881</EOYBookValueAmt>
        <EOYFMVAmt>43881</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>LOWES COS INC COM</StockNm>
        <EOYBookValueAmt>66138</EOYBookValueAmt>
        <EOYFMVAmt>66138</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MFS INTERNATIONAL EQUITY FUND CL R6 #403</StockNm>
        <EOYBookValueAmt>280881</EOYBookValueAmt>
        <EOYFMVAmt>280881</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MICROCHIP TECHNOLOGY INC COM</StockNm>
        <EOYBookValueAmt>31567</EOYBookValueAmt>
        <EOYFMVAmt>31567</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MICROSOFT CORP COM</StockNm>
        <EOYBookValueAmt>210960</EOYBookValueAmt>
        <EOYFMVAmt>210960</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>NIKE INC CL B</StockNm>
        <EOYBookValueAmt>35801</EOYBookValueAmt>
        <EOYFMVAmt>35801</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>NORTHROP GRUMMAN CORP COM</StockNm>
        <EOYBookValueAmt>27901</EOYBookValueAmt>
        <EOYFMVAmt>27901</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>O REILLY AUTOMOTIVE INC NEW COM</StockNm>
        <EOYBookValueAmt>52803</EOYBookValueAmt>
        <EOYFMVAmt>52803</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>OAKMARK INTERNATIONAL FUND - INST #2886</StockNm>
        <EOYBookValueAmt>250538</EOYBookValueAmt>
        <EOYFMVAmt>250538</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PAYPAL HLDGS INC COM</StockNm>
        <EOYBookValueAmt>21297</EOYBookValueAmt>
        <EOYFMVAmt>21297</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PEPSICO INC COM</StockNm>
        <EOYBookValueAmt>59045</EOYBookValueAmt>
        <EOYFMVAmt>59045</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PFIZER INC COM</StockNm>
        <EOYBookValueAmt>115949</EOYBookValueAmt>
        <EOYFMVAmt>115949</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>POOL CORP COM</StockNm>
        <EOYBookValueAmt>23050</EOYBookValueAmt>
        <EOYFMVAmt>23050</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PROCTER &amp; GAMBLE CO COM</StockNm>
        <EOYBookValueAmt>49476</EOYBookValueAmt>
        <EOYFMVAmt>49476</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>RB GLOBAL INC</StockNm>
        <EOYBookValueAmt>76360</EOYBookValueAmt>
        <EOYFMVAmt>76360</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>RESMED INC COM</StockNm>
        <EOYBookValueAmt>76568</EOYBookValueAmt>
        <EOYFMVAmt>76568</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ROCKWELL AUTOMATION INC COM</StockNm>
        <EOYBookValueAmt>68820</EOYBookValueAmt>
        <EOYFMVAmt>68820</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>S&amp;P GLOBAL INC COM</StockNm>
        <EOYBookValueAmt>66900</EOYBookValueAmt>
        <EOYFMVAmt>66900</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SALESFORCE INC</StockNm>
        <EOYBookValueAmt>104897</EOYBookValueAmt>
        <EOYFMVAmt>104897</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SCHWAB CHARLES CORP NEW COM</StockNm>
        <EOYBookValueAmt>88428</EOYBookValueAmt>
        <EOYFMVAmt>88428</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SEAFARER OVERSEAS GROWTH AND INCOME FUND</StockNm>
        <EOYBookValueAmt>184904</EOYBookValueAmt>
        <EOYFMVAmt>184904</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SELECT SECTOR SPDR TR HEALTH CARE</StockNm>
        <EOYBookValueAmt>22008</EOYBookValueAmt>
        <EOYFMVAmt>22008</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SPROUT SOCIAL INC COM CL A</StockNm>
        <EOYBookValueAmt>28544</EOYBookValueAmt>
        <EOYFMVAmt>28544</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>STARBUCKS CORP COM</StockNm>
        <EOYBookValueAmt>71311</EOYBookValueAmt>
        <EOYFMVAmt>71311</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>STRYKER CORP COM</StockNm>
        <EOYBookValueAmt>68050</EOYBookValueAmt>
        <EOYFMVAmt>68050</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>TRANSDIGM GROUP INC COM</StockNm>
        <EOYBookValueAmt>95821</EOYBookValueAmt>
        <EOYFMVAmt>95821</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>UBER TECHNOLOGIES INC COM</StockNm>
        <EOYBookValueAmt>90850</EOYBookValueAmt>
        <EOYFMVAmt>90850</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>UNITEDHEALTH GROUP INC COM</StockNm>
        <EOYBookValueAmt>60602</EOYBookValueAmt>
        <EOYFMVAmt>60602</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VANGUARD MID CAP VALUE INDEX FUND ADM #5835</StockNm>
        <EOYBookValueAmt>182600</EOYBookValueAmt>
        <EOYFMVAmt>182600</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VERISK ANALYTICS INC COM</StockNm>
        <EOYBookValueAmt>40163</EOYBookValueAmt>
        <EOYFMVAmt>40163</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>WABTEC CORP COM</StockNm>
        <EOYBookValueAmt>94830</EOYBookValueAmt>
        <EOYFMVAmt>94830</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>WALMART INC.</StockNm>
        <EOYBookValueAmt>120456</EOYBookValueAmt>
        <EOYFMVAmt>120456</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>WASTE MANAGEMENT INC COM</StockNm>
        <EOYBookValueAmt>32641</EOYBookValueAmt>
        <EOYFMVAmt>32641</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>WORKDAY INC CL A</StockNm>
        <EOYBookValueAmt>67068</EOYBookValueAmt>
        <EOYFMVAmt>67068</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ZOETIS INC CL A</StockNm>
        <EOYBookValueAmt>52008</EOYBookValueAmt>
        <EOYFMVAmt>52008</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsGovtObligationsSch documentId="RetDoc2210400001">
      <USGovtObligationsBookVlEOYAmt>776702</USGovtObligationsBookVlEOYAmt>
      <USGovtObligationsEOYFMVAmt>776702</USGovtObligationsEOYFMVAmt>
      <StateLocalSecBookVlEOYAmt>0</StateLocalSecBookVlEOYAmt>
      <StateLocalSecEOYFMVAmt>0</StateLocalSecEOYFMVAmt>
    </InvestmentsGovtObligationsSch>
    <OtherAssetsSchedule documentId="RetDoc2046600001">
      <OtherAssetsScheduleGrp>
        <Desc>PREPAID EXCISE TAX</Desc>
        <BOYBookValueAmt>6424</BOYBookValueAmt>
        <EOYBookValueAmt>0</EOYBookValueAmt>
        <EOYFMVAmt>0</EOYFMVAmt>
      </OtherAssetsScheduleGrp>
    </OtherAssetsSchedule>
    <OtherExpensesSchedule documentId="RetDoc2003200001">
      <OtherExpensesScheduleGrp>
        <Desc>DUES AND SUBSCRIPTIONS</Desc>
        <RevenueAndExpensesPerBooksAmt>3621</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>724</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>2897</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>INSURANCE</Desc>
        <RevenueAndExpensesPerBooksAmt>4959</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>992</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>3967</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>INTEREST</Desc>
        <RevenueAndExpensesPerBooksAmt>45</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>9</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>36</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>OFFICE EXPENSE</Desc>
        <RevenueAndExpensesPerBooksAmt>15859</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>3172</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>12687</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="RetDoc2001500001">
      <OtherIncomeDetail>
        <Desc>OTHER INCOME</Desc>
        <RevenueAndExpensesPerBooksAmt>606</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>606</NetInvestmentIncomeAmt>
        <AdjustedNetIncomeAmt>606</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherIncreasesSchedule documentId="RetDoc2049700001">
      <OtherIncreasesDetail>
        <Desc>UNREALIZED GAINS</Desc>
        <Amt>158052</Amt>
      </OtherIncreasesDetail>
    </OtherIncreasesSchedule>
    <OtherLiabilitiesSchedule documentId="RetDoc2065700001">
      <OtherLiabilitiesDetail>
        <Desc>DEFERRED TAX LIABILITY</Desc>
        <BOYBookValueAmt>0</BOYBookValueAmt>
        <EOYBookValueAmt>38184</EOYBookValueAmt>
      </OtherLiabilitiesDetail>
      <OtherLiabilitiesDetail>
        <Desc>EXCISE TAX LIABILITY</Desc>
        <BOYBookValueAmt>0</BOYBookValueAmt>
        <EOYBookValueAmt>4972</EOYBookValueAmt>
      </OtherLiabilitiesDetail>
    </OtherLiabilitiesSchedule>
    <OtherProfessionalFeesSchedule documentId="RetDoc2002300001">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>INVESTMENT ADVISOR FEES</CategoryTxt>
        <Amt>48842</Amt>
        <NetInvestmentIncomeAmt>48842</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="RetDoc2002500001">
      <TaxesDetail>
        <CategoryTxt>PAYROLL TAXES</CategoryTxt>
        <Amt>3443</Amt>
        <NetInvestmentIncomeAmt>344</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>3099</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FEDERAL EXCISE TAXES</CategoryTxt>
        <Amt>56295</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FOREIGN AND PROPERTY TAXES</CategoryTxt>
        <Amt>512</Amt>
        <NetInvestmentIncomeAmt>512</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>