2018-05-11T14:52:01-07:00 2017-12-31 RANDALL S GROBE CPA 3404 CIRCLE CLOSE MADISON WI 537051409 990PF 2017-01-01 330998350 MARVIN P VERHULST FOUNDATION INC MARV 6088314177 6616 N CHICKAHAUK TRAIL MIDDLETON WI 53562 MARY S BURBACH PRESIDENT/TREASURER 6088314177 2018-04-15 true RANDALL S GROBE P01211811 6082176115 2018-05-10 X 2017 2022-09-23 18:48:47Z X 4859782 X X 117668 117668 156015 326488 156015 273683 273683 4524 2262 2262 3972 920 48 48 8544 3230 2262 215000 215000 223544 3230 217262 50139 270453 35417 30609 30609 38698 19422 136850 3907283 3987123 4692323 3981398 4037154 4859782 0 X 3981398 4037154 3981398 4037154 3981398 4037154 3981398 50139 5617 4037154 4037154 PUBLICLY TRADED SECURITIES 326488 0 170473 156015 0 0 0 156015 156015 true 0 0 5409 0 5409 5409 3052 3052 3052 2357 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 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 0 0 0 4691707 55373 0 4747080 4747080 71206 4675874 233794 233794 5409 5409 228385 228385 228385 217262 217262 217262 228385 210392 217262 210392 6870 6870 6870 221515 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 9000 ST MARKS EPISCOPAL CHURCH 3395 BURNS ROAD PALM BEACH GARDENS FL 33410 PC PROGRAM SUPPORT 5000 THE FOUND OF CHILDREN'S HOSP & CLINICS OF MN 5901 LINCOLN DRIVE EDINA MN 55436 PC PROGRAM SUPPORT 15000 HUDSON WI YMCA 2211 VINE ST HUDSON WI 54016 PC PROGRAM SUPPORT 2500 HIGH POINT UNIVERSITY 833 MONTLIEU AVE HIGH POINT NC 27268 PC PROGRAM SUPPORT 20000 ST CROIX VALLEY SEXUAL ASSAULT RESPONSE 1343 N MAIN ST RIVER FALLS WI 54022 PC PROGRAM SUPPORT 8000 MAKING EVERY DAY COUNT 501 SOUTH FLAGLER DR WEST PALM BEACH FL 33401 PC PROGRAM SUPPORT 10000 THE SHARING TREE INC 218 E 3RD AVE TALLAHASSEE FL 32303 PC PROGRAM SUPPORT 2500 MINNESOTA JUNIOR CYCLING 4277 ROSEMARY CT EGAN MN 55123 PC PROGRAM SUPPORT 10000 CYPRESS LAKE PRESBYTERIAN CHURCH 8260 CYPRESS LAKE DR FORT MYERS FL 33919 PC PROGRAM SUPPORT 6000 AMER FAMILY CHILDREN'S HOSPITAL 1675 HIGHLAND AVE MADISON WI 53792 PC PROGRAM SUPPORT 100000 OPEN DOOR MENTORING FOR TEEN MOTHERS INC 3395 BURNS ROAD PALM BEACH GARDENS FL 33410 PC PROGRAM SUPPORT 10000 BELLA'S ANGELS PO BOX 1562 JUPITER FL 33468 PC PROGRAM SUPPORT 5000 WINGS FOUNDATION 1625A 230TH AVE LUCK WI 54853 PC PROGRAM SUPPORT 2000 TURNING POINT 117 N MAIN ST RIVER FALLS WI 54022 PC PROGRAM SUPPORT 5000 ECHO 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 PC PROGRAM SUPPORT 5000 0 215000 14 117668 18 156015 273683 273683 false false false false false false false false false false GRANT THORNTON TAX PREPARATION 4524 2262 2262 NONE PUBLICY TRADED SECURITIES 211889 170473 41416 TOTAL CAPITAL GAIN DISTRIBUTIONS 114599 114599 ABBOTT LABORATORIES 4295 28535 ABBVIE, INC. 4658 48355 PEPSICO, INC. 10469 59960 FIDELITY ADV MID CAP FUND 113369 224025 FUNDAMENTAL INVESTORS 81843 170372 GROWTH FUND OF AMERICA 46462 95830 INVESTMENT COMPANY OF AMERICA 227428 294221 LORD ABBETT DIVIDEND GROWTH 76234 114648 SMALL CAP WORLD 60985 115692 WASHINGTON MUTUAL INV FUND 113224 158366 EUROPACIFIC GROWTH 46898 87998 + 113594 208454 AMERICAN HIGH INCOME 768771 698639 INTERMEDIATE BOND FUND OF AMERICA 123620 120893 CAPITAL WORLD BOND FUND 414855 444593 CAPITAL INCOME BUILDER 313882 386679 INVESCO EQUITY AND INCOME 178337 215793 OPPENHEIMER MAIN STREET MID CAP 168736 186901 BOND FUND OF AMERICA 305102 304709 FIDELITY ADV NEW INSIGHTS 69669 107330 FIDELITY ADVISORS SMALL CAP-M 17483 16099 JOHN HANCOCK FUNDS II 322103 306940 PIMCO FUNDS 181958 176076 FIDELITY ADVISORS SMALL CAP-C 92010 81112 INT'L GROWTH & INCOME FUND 47761 50292 INCOME FUND OF AMERICA 48825 57040 OPPENHEIMER MAIN STREET SMALL CAP 53974 69621 WIRE FEE 40 40 INVESTMENT FEE 8 8 NON-TAXABLE DISTRIBUTIONS 4783 TIMING DIFFERENCE 834 ESTIMATED TAX PAYMENTS 3052 FOREIGN TAXES 920 920