2025-05-15T14:38:22-05:00 2024-12-31 200472826 BGM CPA LLC 7900 INTERNATIONAL DR STE 800 BLOOMINGTON MN 554251581 990PF 2024-01-01 416022591 BAKER FOUNDATION BAKE 9524747481 5250 VERNON AVE S 114 EDINA MN 55436 SANDRA B SHERMAN PRESIDENT 9524747481 2025-05-13 1 0 DANIEL BOECKERMANN P00100782 9528442500 2025-05-13 2024 2025-03-06 01:10:19Z X 2543483 X X 78974 78974 85636 781219 85636 164610 164610 84000 0 84000 15180 0 15180 21621 21621 0 791 766 25 7963 0 7238 129555 22387 106443 43500 43500 173055 22387 149943 -8445 142223 41650 62761 62761 1804469 1824913 2345816 170000 120000 134906 2016119 2007674 2543483 0 0 X 1182641 1182641 0 0 833478 825033 2016119 2007674 2016119 2007674 2016119 -8445 0 2007674 0 2007674 VARIOUS STOCK P 2024-12-31 781219 695583 85636 85636 85636 1977 0 1977 0 1977 340 0 0 0 340 12 1649 0 0 0 0 0 0 0 0 0 0 0 1 MN 1 0 0 0 0 1 N/A SANDRA B SHERMAN 6123327479 5250 VERNON AVE S EDINA MN 55436 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SANDRA B SHERMAN 5250 VERNON AVE S EDINA MN 55436 PRES/TREAS & DIRECTOR 40.00 84000 0 0 LAURA S DECKER 136 NE FIRST AVE B DELRAY BEACH FL 33444 SEC & DIRECTOR 0.00 0 0 0 WILLIAM J SHERMAN 241 MAPLE HILL RD HOPKINS MN 55303 V. PRES & DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 2450272 52207 0 2502479 0 0 2502479 37537 2464942 123247 123247 1977 1977 121270 0 121270 0 121270 149943 0 149943 121270 0 0 4360 61231 50892 10963 127446 149943 0 0 0 121270 28673 0 0 156119 0 0 0 0 0 0 0 156119 4360 61231 50892 10963 28673 X SANDRA SHERMAN 5250 VERNON AVE S EDINA MN 55436 9524747481 SANDRABSHERMAN@GMAIL.COM N/A N/A N/A CHILDREN'S MINNESOTA FOUNDATION 5901 LINCOLN DRIVE EDINA MN 55436 NONE 501(C)3 CHARITABLE 3000 CREATE A MEMORY 80 S 8TH ST MINNEAPOLIS MN 55402 NONE 501(C)3 CHARITABLE 5000 FRIENDS OF HENNEPIN COUNTY LIBRARY 300 NICOLLET MALL MINNEAPOLIS MN 55401 NONE 501(C)3 CHARITABLE 10000 CAN DO CAININES 9440 SCIENCE CENTER DR NEW HOPE MN 55428 NONE 501(C)3 CHARITABLE 5000 GUILD SERVICES 122 WABASHA ST S SAINT PAUL MN 55107 NONE 501(C)3 CHARITABLE 1000 ALBRIGHT FOUNDATION 4916 MAPLE RD EDINA MN 55424 NONE 501(C)3 CHARITABLE 5000 CONSTELLATION FUND 323 N WASHINGTON AVE MINNEAPOLIS MN 55401 NONE 501(C)3 CHARITABLE 7000 UCSF FOUNDATION UCSF BOX 0248 SAN FRANCISCO CA 94143 NONE 501(C)3 CHARITABLE 7500 43500 0 14 78974 18 85636 0 164610 0 164610 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15180 0 15180 CITGROUP INC. VAR 40000 39680 GS FIN CORP MEDIUM 40000 55240 BOFA FIN LLC VAR 31 04/22/31 - 09711BQX7 40000 39986 INVESCO BULLETSHARES 522414 527977 WISDOMTREE YIELD ENHNC 187228 195071 SPDR S&P 500 ETF TR 82311 304762 ISHARS EDG MSCI USA 143978 282435 WISDOMTREE US QLT DIV 179870 230731 NUVEEN PREFERRED SEC 159545 152314 VANGAURD INTER TERM BOND ETF 81386 85566 DFA INTL CORE EQTY PORT 132845 156617 SCHWAB US DIVIDEND 35690 57372 DFA US SMALL CAP VALUE 30890 57943 DFA EMERGING MKTS SMALL 26543 30278 VANGUARD SHORT-TERM BOND ETF 47074 48680 ISHARES MSCI EAFE 19656 27220 VANGUARD FTSE EMERGING MARKETS 21686 30035 ISHARES S&P 100 EFT 63179 65858 SCHWAB US BROAD MARKET EFT 90618 92957 PAYROLL FEES 710 0 710 PAYROLL EXPENSES 6528 0 6528 EXCISE TAX 725 0 0 SCHWAB 21621 21621 0 ANNUAL FEE 25 0 25 FOREIGN TAXES 766 766 0