2020-04-28T15:52:22-07:00 2019-12-31 RANDALL S GROBE CPA 3404 CIRCLE CLOSE MADISON WI 537051409 990PF 2019-01-01 330998350 MARVIN P VERHULST FOUNDATION INC MARV 6088314177 6616 N CHICKAHAUK TRAIL MIDDLETON WI 53562 MARY S BURBACH PRESIDENT/TREASURER 6088314177 2020-04-16 true RANDALL S GROBE P01211811 6082176115 2020-04-18 X 104.159.208.171 2020-04-28 15:52:14 PD P D1252202CE05E05089DD51B7670CC4A468E81F50 D1252202CE05E05089DD51B7670CC4A468E81F50 2019 2021-01-29 14:40:06Z X 4854418 X 1374 X 125300 125300 114253 463816 114253 0 0 240927 239553 0 1995 998 997 0 1908 1908 0 25218 25218 29121 28124 997 249800 249800 278921 28124 250797 -37994 211429 167928 95358 95358 0 0 19422 19422 156035 0 3752409 3786585 4603025 0 0 0 0 3939759 3901365 4854418 0 0 0 0 0 X 3939759 3901365 3939759 3901365 3939759 3901365 3939759 -37994 3901765 400 3901365 PUBLICLY TRADED SECURITIES 463816 0 349563 114253 0 0 0 114253 114253 true 0 0 4229 0 4229 0 4229 2853 2853 2853 1376 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 4591693 84856 0 4676549 0 4676549 70148 4606401 230320 230320 4229 4229 226091 226091 226091 250797 0 250797 0 250797 226091 233007 0 0 0 0 2982 2982 250797 233007 0 17790 20772 0 0 0 226091 0 20772 0 0 0 2982 17790 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 35000 0 0 HIGH POINT UNIVERSITY 833 MONTLIEU AVE HIGH POINT NC 27268 PC PROGRAM SUPPORT 20000 AUDUBON CENTER OF THE NORTHWOODS INC PO BOX 530 SANDSTONE MN 55072 PC PROGRAM SUPPORT 10000 MAKING EVERY DAY COUNT 501 SOUTH FLAGLER DR WEST PALM BEACH FL 33401 PC PROGRAM SUPPORT 20000 THE SHARING TREE INC 218 E 3RD AVE TALLAHASSEE FL 32303 PC PROGRAM SUPPORT 5000 RONALD MCDONALD HOUSE CHARITIES INC ONE KROC DRIVE OAK BROOK IL 60523 PC PROGRAM SUPPORT 2500 0 WI HOCKEY COACHES ASSN 5117 SOUTH HILL DR MADISON WI 53705 PC PROGRAM SUPPORT 5000 0 CARROLL UNIVERSITY 100 N EAST AVE WAUKESHA WI 53186 PC PROGRAM SUPPORT 5000 SUSTAIN HUDSON INC 413 BROOKWOOD DR HUDSON WI 54016 PC PROGRAM SUPPORT 18000 SECOND HARVEST FOODBANK 2802 DAIRY DR MADISON WI 53718 PC PROGRAM SUPPORT 10000 ST VINCENT DE PAUL 2033 FISH HATCHERY RD MADISON WI 53713 PC PROGRAM SUPPORT 10000 CAP'S FUND INC 30 GRAND ST KINGSTON NY 12401 PC PROGRAM SUPPORT 5000 ATTIC ANGEL ASSOCIATION 640 JUNCTION ROAD MADISON WI 53717 PC PROGRAM SUPPORT 1300 AVENUE FOR HOMELESS YOUTH 1708 OAK PARK AVE MINNEAPOLIS MN 55411 PC PROGRAM SUPPORT 5000 NORTHSTAR DEVELOP CYCLING 8841 FRAIZER ST NE BLAINE MN 55014 PC PROGRAM SUPPORT 10000 BOYS & GIRLS CLUB OF DANE COUNTY 1818 W BELTLINE HWY MADISON WI 53713 PC PROGRAM SUPPORT 20000 HABITAT FOR HUMANITY LEE COUNTY FL 1288 N TAMIAMI TRAIL NORTH FT MYERS FL 33903 PC PROGRAM SUPPORT 55000 249800 0 14 125300 18 114253 239553 239553 false false false false false false false false false false RANDALL GROBE, CPA TAX PREPARATION 1995 998 997 NONE 0 PUBLICLY TRADED SECURITIES 359411 349563 9848 TOTAL CAPITAL GAIN DISTRIBUTIONS 104405 104405 ABBOTT LABORATORIES 4295 43430 ABBVIE, INC. 4658 44270 PEPSICO, INC. 10469 68335 DFA US SMALL CAP PORTFOLIO 100000 119109 DFGA US CORE EQUITY 1 PORTFOLIO 379872 483558 FIDELITY ADV STK SELECTOR - MIDCAP FD 111714 209071 FIDELITY ADV NEW INSIGHTS FD 61657 98412 FUNDAMENTAL INVESTORS 294557 421366 GROWTH FUND OF AMERICA 48019 100305 PRIME CAP ODYSSEY GROWTH FD 150000 178881 WASHINGTON MUTUAL INV FD 298305 380893 DFA EMERGING MARKETS CORE EQUITY FD 100000 114158 DFA INTL CORE EQUITY PORTFOLIO 200000 239341 DFA INVT DIMENSIONS LARGE CAP GWTH PORT. 100000 124820 DODGE & COX GLOBAL STOCK FD 250000 292318 EUROPACIFIC GROWTH FD 43564 83316 SMALLCAP WORLD FD 58368 119168 BLACKROCK STRATEGIC INCOME OPTIONS PORT. 154192 157533 DODGE & COX INCOME FD 273454 286311 FED GOVT ULTRASHORT DURATION FD 54833 54833 FIDELITY ADVISOR STRATEGIC INCOME FD 156748 159957 JOHN HANCOCK STRATEGIC INCOME OPPORT FD 156289 161253 PGIM TOTAL RETURN BOND FD 276550 282254 PIMCO LOW DURATION INCOME FD 100000 100351 WESTERN ASSET CORE PLUS BOND FD 278463 293933 ARTISAN PARTNERS HIGH INCOME FD 140000 141884 PRIOR PERIOD ADJUSTMENT 400 INV PROGRAM FEES 25218 25218 FOREIGN TAXES 1908 1908