2022-04-15T19:49:18-07:00 2021-12-31 RANDALL S GROBE CPA 3404 CIRCLE CLOSE MADISON WI 53705 990PF 2021-01-01 330998350 MARVIN P VERHULST FOUNDATION INC MARV 6088314177 6616 N CHICKAHAUK TRAIL MIDDLETON WI 53562 MARY S BURBACH PRESIDENT/TREASURER 6088314177 2022-03-20 true MARY BURBACH XXX-XX-XXXX RANDALL S GROBE P01211811 6082176115 2022-03-20 X 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 5558696 X X 119317 119317 307806 787574 307806 0 0 427123 427123 0 2100 1050 1050 0 4155 1322 0 29468 29468 35723 31840 1050 223000 223000 258723 31840 224050 168400 395283 53384 53384 102403 0 0 19422 19422 224925 0 3636625 3854625 5280387 0 0 0 0 3758450 3927431 5558696 0 0 0 0 0 X 3758450 3927431 3758450 3927431 3758450 3927431 3758450 168400 1338 3928188 757 3927431 PUBLICLY TRADED SECURITIES P 2020-12-30 2021-12-31 787574 0 479768 307806 0 0 0 307806 307806 5494 0 5494 0 5494 1600 1600 1600 X 0 3894 0 false false false false false false false true true WI true false false false false true N/A MARY S BURBACH 6088314177 6616 N CHICKAHAUK TRL MIDDLETON WI 53562 false false false false false false false false false false false false false false false false false false false false false false MARY S BURBACH 6616 N CHICKAHAUK TRL MIDDLETON WI 53562 PRESIDENT 1.00 0 0 0 KENNETH M BURBACH 6616 N CHICKAHAUK TRL MIDDLETON WI 53562 SECRETARY 1.00 0 0 0 PATRICIA DORFMAN 6616 N CHICKAHAUK TRL MIDDLETON WI 53562 DIRECTOR 1.00 0 0 0 BRIAN BURBACH 6616 N CHICKAHAUK TRL MIDDLETON WI 53562 DIRECTOR 1.00 0 0 0 SARAH BRUCH 6616 N CHICKAHAUK TRL MIDDLETON WI 53562 DIRECTOR 1.00 0 0 0 ROBERT DORFMAN 6616 N CHICKAHAUK TRL MIDDLETON WI 53562 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 5362862 81630 0 5444492 0 5444492 81667 5362825 268141 268141 5494 5494 262647 262647 262647 224050 0 224050 262647 230180 0 0 2982 17790 6481 27253 224050 224050 0 0 27253 27253 0 0 0 6130 235394 0 0 0 0 0 0 0 NONE NONE X MARY S BURBACH 6616 N CHICKSAHAUK TRAIL MIDDLETON WI 53562 N/A N/A N/A NORTH HUDSON ELEMENTARY SCHOOL 510 LEMON ST NORTH HUDSON WI 54016 GOVT PROGRAM SUPPORT 13000 ST MARKS EPISCOPAL SCHOOL 3395 BURNS ROAD PALM BEACH GARDENS FL 33410 PC PROGRAM SUPPORT 10000 THE PHIPPS CENTER FOR ART 109 LOCUST ST HUDSON WI 54016 PC PROGRAM SUPPORT 5000 SUSTAIN HUDSON INC 10 BIRKMOSE PARK LANE HUDSON WI 54016 PC PROGRAM SUPPORT 4000 OSPREY WILDS ENV LEARNING CTR 54165 AUDUBON DR SANDSTONE MN 55072 PC PROGRAM SUPPORT 32000 BPS FREE CLINIC 1409 EMIL ST MADISON WI 53713 PC PROGRAM SUPPORT 5000 OLBRICH BOTANICAL GARDENS 3330 ATWOOD AVE MADISON WI 53704 PC PROGRAM SUPPORT 15000 THE SHARING TREE INC 218 E 3RD AVE TALLAHASSEE FL 32303 PC PROGRAM SUPPORT 3000 CHICAGO NORTHWEST HIST SOCIETY 3634 SPRINGFIELD DR OMAHA NE 68114 PC PROGRAM SUPPORT 5000 MAKING EVERY DAY COUNT 501 S FLAGLER DR WEST PALM BEACH FL 33401 PC PROGRAM SUPPORT 30000 VOLUNTEERS IN MEDICINE 41 E DUVAL ST JACKSONVILLE FL 32202 PC PROGRAM SUPPORT 20000 MADISON CHILDRENS MUSEUM 100 N HAMILTON ST MADISON WI 53703 PC PROGRAM SUPPORT 50000 ST CROIX BIKE & PEDESTRIAN TRAILS 1230 OAKWOOD LANE HUDSON WI 54016 PC PROGRAM SUPPORT 4000 ST CROIX VALLEY FOOD BANK 1231 INDUSTRIAL ST STE 400 HUDSON WI 54016 PC PROGRAM SUPPORT 10000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 PC PROGRAM SUPPORT 15000 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS ROAD ITHACA NY 14850 PC PROGRAM SUPPORT 2000 223000 0 14 119317 18 307806 427123 427123 false false false false false false false false false false RANDALL GROBE, CPA TAX PREPARATION 2100 1050 1050 NONE 0 PUBLICLY TRADED STOCKS 620635 479768 140867 CAPITAL GAIN DISTRIBUTIONS 166939 166939 ABBOTT LABORATORIES 4295 70370 ABBVIE, INC. 4658 67700 PEPSICO, INC. 10469 86855 AMERICAN FDS STRATEGIC BOND FUND 240000 240627 FIRST TRUST PREF SECURITIES & INCOME ETF 123705 121920 CAPITAL WORLD GROWTH & INCOME FD 130000 163064 DFA US SMALL CAP PORTFOLIO 54836 108748 DFA US CORE EQUITY 1 PORTFOLIO 426485 764533 FIDELITY ADV STK SELECTOR - MIDCAP FD 76414 180685 FIDELITY ADV NEW INSIGHTS FD 26683 55991 FUNDAMENTAL INVESTORS 185745 363643 GROWTH FUND OF AMERICA 34951 117038 PRIME CAP ODYSSEY GROWTH FD 139950 213544 WASHINGTON MUTUAL INV FD 229739 382081 DFA EMERGING MARKETS PORTFOLIO 115230 156307 DFA INTL CORE EQUITY PORTFOLIO 107892 150525 DFA INTL LARGE CAP GROWTH 100000 158363 DODGE & COX INTL STOCK FUND 79429 120895 EUROPACIFIC GROWTH FUND 53971 107092 SMALLCAP WORLD FD 42580 136523 BLACKROCK STRATEGIC INCOME OPTIONS PORT. 276357 278589 DODGE & COX INCOME FD 493454 502656 BLACKROCK EVENT DRIVEN EQUITY FD 120000 124035 PGIM TOTAL RETURN BOND FD 103741 106457 WESTERN ASSET CORE PLUS BOND FD 498463 508193 ARTISAN PARTNERS HIGH INCOME FD 195000 218878 MISCELLANEOUS 757 INV PROGRAM FEES 29468 29468 NON-DIVIDEND DISTRIBUTIONS 1338 FOREIGN TAXES 1322 1322 FEDERAL INCOME TAXES 2833