2022-09-09T08:03:56-00:00 2022-06-30 990PF 2021-07-01 391948321 The Van Deuren Donovan Family Foundation JOAN 4142981000 1303 Lake Worth Ln North Palm Beach FL 33408 Susan Donovan President 4142981000 2022-09-06 true Susan Donovan XXX-XX-XXXX Charles A Konkol CPA P00963843 4145432337 2022-09-09 X 2 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 359658 X 5 5 16164 16164 0 16169 16169 1500 2736 2736 1612 1612 5848 4348 0 4575 4575 10423 4348 4575 5746 11821 21268 27015 27015 281927 281521 275459 67442 67442 57184 370637 375978 359658 0 X 963049 -592412 375978 370637 375978 370637 375978 370637 5746 376383 405 375978 164 164 164 164 false false false false false false false true true WI true false false false false true N/A Susan Donovan 5616303464 1303 Lake Worth Ln North Palm Beach FL 33408 false false false false false false false false false false false false false false false false false false false false false Susan V Donovan 1303 Lake Worth Ln N Palm Beach FL 33408 President 000.00 0 Susan V Donovan 1303 Lake Worth Ln N Palm Beach FL 33408 Secretary 000.00 0 Kaitlin D Gannett 1800 West Dean Road River Hills WI 53217 Treasurer 000.00 0 MacKenzie D Kiefer 9170 N Range Line Rd River Hills WI 53217 Vice President 000.00 0 Kelly D Stevenson 9231 West Bonniwell Road Mequon WI 53097 Vice President 000.00 0 NONE 0 382143 0 0 382143 382143 5732 376411 18821 18821 164 164 18657 18657 18657 4575 4575 18657 287938 287938 4575 4575 14082 14082 273856 0 273856 273856 NONE NONE X Lost Tree Foundation 8 Church Lane North Palm Beach FL 33408 unrestricted 3500 Women's Club of Wisconsin Foundation 813 E Kilbourn Ave Milwaukee WI 53202 unrestricted 250 Smith College 10 Elm Street Northhampton MA 01063 unrestricted 100 University School USM Fund 2100 W Fairy Chasm Road Milwaukee WI 53217 unrestricted 500 Play for Pink 28 W 44th St Ste 609 New York NY 10036 unrestricted 225 4575 5 14 16164 14 18 Federal tax refund 16169 16169 false false false false false false false false false false Charles A. Konkol CPA 1500 MetLife Core Plus MF 36717 31302 Vanguard Interm Treasury Index Fund MF 14989 13531 Principal Spectrum Pref Capt Sec MF 5245 4440 Legg Mason Western Asset Macro Opp 10491 7911 81 shares of Conestoga Small Cap MF 6251 4928 4214 shares of DFA Large Cap Growth MF 96261 94322 57 shares of iShares Russell 3000 Index ETF 12587 12391 159 shares of Undiscovered Mgrs Behavioral Value MF 10001 12210 729 shares of Harding Loevner Intl Equity MF 20195 16629 274 shares of JOHCM Emg Mkt Opport-I MF 3366 2821 206 shares of Oberweis Intl Opp Fund MF 3366 1720 939 shares of Pear Tree Polaris Foreign Value Fund 20195 18035 452 shares of SPDR MSCI ACWI Ex-US Index ETF 13271 10749 220 shares of TRANSAMERICA INTL SMALL CAP VALUE CL I 3646 2601 256 shares of VIRTUS VONTOBEL EMERGING MKTS OPPS I 3366 2092 1277 shares of Franklin K2 Alternative Strategies MF 15736 14012 827 shares of Otter Creek Long/Short OppMF 10491 11367 572 shares of Vaneck Merk Gold Trust ETF 10500 10027 317 shares of DFA Global Real Estate Securities MF 3305 3435 407 shares of USQ Core Real Estate Fund 9705 12524 633 shares of Direxion Auspice Brd Commodity ETF 15679 19620 820 shares of Lazard Global Listed Infrastructure MF 11800 13194 1022 shares of MainStay CBRE Global Infrastructure Fund MF 11800 12782 Adjustment to cost basis 405 Investment management fees 2736 2736 Income tax 1612 1612