2021-04-29T15:25:20-07:00 2020-12-31 RANDALL S GROBE CPA 3404 CIRCLE CLOSE MADISON WI 53705 990PF 2020-01-01 330998350 MARVIN P VERHULST FOUNDATION INC MARV 6088314177 6616 N CHICKAHAUK TRAIL MIDDLETON WI 53562 MARY S BURBACH PRESIDENT/TREASURER 6088314177 2021-04-04 true MARY BURBACH XXX-XX-XXXX RANDALL S GROBE P01211811 6082176115 2021-04-15 X 3 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 5156398 X X 100478 100478 13403 1666096 13403 0 0 113881 113881 0 2145 1073 1072 0 694 694 0 25159 25159 27998 26926 1072 231500 231500 259498 26926 232572 -145617 86955 95358 102403 102403 0 0 19422 19422 182470 0 3786585 3636625 4871525 0 0 0 0 3901365 3758450 5156398 0 0 0 0 0 X 3901365 3758450 3901365 3758450 3901365 3758450 3901365 -145617 2702 3758450 3758450 PUBLIC TRADED SECURITIES P 2019-12-30 2020-12-31 1666096 0 1652693 13403 0 0 0 13403 13403 1209 0 1209 0 1209 0 X 24 1233 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 4553301 144957 0 4698258 0 4698258 70474 4627784 231389 231389 1209 1209 230180 230180 230180 232572 0 232572 0 232572 230180 226091 0 0 0 2982 17790 20772 232572 226091 0 6481 27253 0 0 0 230180 0 27253 0 0 2982 17790 6481 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 12000 ST MARKS EPISCOPAL SCHOOL 3395 BURNS ROAD PALM BEACH GARDENS FL 33410 PC PROGRAM SUPPORT 10000 SPECIAL OLYMPICS 2310 CROSSROADS DRSTE 1000 MADISON WI 53718 PC PROGRAM SUPPORT 2000 THE CYCLE PROJECT INC 225 WOODLAKE ROAD KOHLER WI 53044 PC PROGRAM SUPPORT 1000 OSPREY WILDS ENV LEARNING CTR 54165 AUDUBON DR SANDSTONE MN 55072 PC PROGRAM SUPPORT 10000 PLACE OF HOPE 9078 ISAIAH LANE PALM BEACH GARDENS FL 33418 PC PROGRAM SUPPORT 20000 OLBRICH BOTANICAL GARDENS 3330 ATWOOD AVE MADISON WI 53704 PC PROGRAM SUPPORT 5000 THE SHARING TREE INC 218 E 3RD AVE TALLAHASSEE FL 32303 PC PROGRAM SUPPORT 2500 RONALD MCDONALD HOUSE CHARITIES INC ONE KROC DRIVE OAK BROOK IL 60523 PC PROGRAM SUPPORT 5000 MAKING EVERY DAY COUNT 501 S FLAGLER DR WEST PALM BEACH FL 33401 PC PROGRAM SUPPORT 20000 BENEVOLENT SPECIALIST PROJECT 2711 ALLEN BLVD STE 84 MIDDLETON WI 53562 PC PROGRAM SUPPORT 10000 ST GEORGE'S CENTER PO BOX 10584 RIVIERA BEACH FL 33419 PC PROGRAM SUPPORT 10000 MINNESOTA CHILDRENS FOUNDATION 5901 LINCOLN DR EDINA MN 55436 PC PROGRAM SUPPORT 10000 HUDSON HIGH SCHOOL (RAIDER GOLF GALLERY) 880 CANTERBURY COURT HUDSON WI 54016 PC PROGRAM SUPPORT 4000 CARPENTER NATURE CENTER 300 E COVE ROAD HUDSON WI 54016 PC PROGRAM SUPPORT 5000 MID CONTINENT RAILROAD HISTORICAL SOC PO BOX 358 NORTH FREEDOM WI 53951 PC PROGRAM SUPPORT 10000 SALVATION ARMY OF DANE COUNTY 3030 DARBO DRIVE MADISON WI 53714 PC PROGRAM SUPPORT 40000 SALVATION ARMY 328 N OCEAN ST JACKSONVILLE FL 32202 PC PROGRAM SUPPORT 40000 BOYS & GIRLS CLUB OF DANE COUNTY 1818 W BELTLINE HWY MADISON WI 53713 PC PROGRAM SUPPORT 15000 231500 0 14 100478 18 13403 113881 113881 false false false false false false false false false false RANDALL GROBE, CPA TAX PREPARATION 2145 1073 1072 NONE 0 PUBLICLY TRADED STOCKS 1616528 1652693 -36165 CAPITAL GAIN DISTRIBUTIONS 49568 49568 ABBOTT LABORATORIES 4295 54745 ABBVIE, INC. 4658 53575 PEPSICO, INC. 10469 74150 CAPITAL WORLD GROWTH & INCOME FD 130000 152137 DFA US SMALL CAP PORTFOLIO 81877 129325 DFA US CORE EQUITY 1 PORTFOLIO 429872 627468 FIDELITY ADV STK SELECTOR - MIDCAP FD 97929 206743 FIDELITY ADV NEW INSIGHTS FD 70606 121993 FUNDAMENTAL INVESTORS 249871 416491 GROWTH FUND OF AMERICA 34951 106418 PRIME CAP ODYSSEY GROWTH FD 139950 186991 WASHINGTON MUTUAL INV FD 229739 316872 DFA EMERGING MARKETS PORTFOLIO 134478 184550 DFA INTL CORE EQUITY PORTFOLIO 126157 159282 DFA INVT DIMENSIONS LARGE CAP GWTH PORT. 100000 140917 DODGE & COX INTL STOCK FD 79429 111717 EUROPACIFIC GROWTH FD 43914 104237 SMALLCAP WORLD FD 53693 155263 BLACKROCK STRATEGIC INCOME OPTIONS PORT. 176357 184531 DODGE & COX INCOME FD 393454 420288 TEMPLETON GLOBAL TOTAL RETURN FD 80000 78663 BLACKROCK EVENT DRIVEN EQUITY FD 120000 124910 PGIM TOTAL RETURN BOND FD 295885 315075 WESTERN ASSET CORE PLUS BOND FD 398463 430461 ARTISAN PARTNERS HIGH INCOME FD 170000 197193 INV PROGRAM FEES 25159 25159 NON-DIVIDEND DISTRIBUTIONS 2681 MISCELLANEOUS 21 FOREIGN TAXES 694 694