2017-05-10T12:21:24-05:00 2016-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990PF 2016-01-01 330998350 Marvin P Verhulst Foundation Inc % MARY S BURBACH MARV 6088314177 6616 N Chickahauk Trl Middleton WI 53562 MARY S BURBACH President/Treasurer 6088314177 2017-05-09 true Michelle L Weber P00556798 4142898200 38.84.128.189 39529020171305000000 2017-05-10 P CB08D785F62ADE9BABB832FE1B8C2D8F2D70060D CB08D785F62ADE9BABB832FE1B8C2D8F2D70060D 2016 2021-01-29 14:40:06Z X 4492271 X 0 X 103746 103746 47272 308781 47272 151018 151018 0 4056 2028 0 2028 7262 587 90 90 11408 2705 0 2028 241400 241400 252808 2705 0 243428 -101790 148313 22701 35418 35418 38698 38698 130865 4019154 3907283 4325988 4080553 3981399 4492271 0 0 X 4080553 3981398 4080553 3981398 4080553 3981398 4080553 -101790 2635 3981398 3981398 PUBLICLY TRADED SECURITIES 260000 261509 -1509 -1509 CAPITAL GAIN DIVIDENDS P 48781 47272 true 2966 2966 2966 4618 4618 1652 1652 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/TREASURER 1.0 0 0 0 KENNETH M BURBACH 6616 N Chickahauk Trl Middleton WI 53562 SECRETARY 1.0 0 0 0 PATRICIA DORFMAN 6616 N Chickahauk Trl Middleton WI 53562 DIRECTOR 1.0 0 0 0 BRIAN BURBACH 6616 N Chickahauk Trl Middleton WI 53562 DIRECTOR 1.0 0 0 0 SARAH BRUCH 6616 N Chickahauk Trl Middleton WI 53562 DIRECTOR 1.0 0 0 0 ROBERT DORFMAN 6616 N Chickahauk Trl Middleton WI 53562 DIRECTOR 1.0 0 0 0 N/A NONE 4420421 77405 0 4497826 0 4497826 67467 4430359 221518 221518 2966 2966 218552 218552 218552 243428 0 0 0 0 243428 243428 218552 223770 2014 2013 2012 11498 0 0 0 0 0 243428 223770 11498 8160 0 0 0 0 210392 0 0 0 0 0 NONE NONE X NORTH HUDSON ELEMENTARY SCHOOL 510 LEMON STREET NORTH HUDSON WI 54016 NONE GOV PROGRAM SUPPORT 7400 St Marks Episcopal Church 3395 Burns Road Palm Beach Gardens FL 33410 NONE PC PROGRAM SUPPORT 10000 ST CROIX VALLEY HABITAT FOR HUMANITY 116 E ELM STREET RIVER FALLS WI 54022 NONE PC PROGRAM SUPPORT 10000 Audubon Center of the Northwoods Inc PO Box 530 Sandstone MN 55072 NONE PC PROGRAM SUPPORT 10000 High Point University 833 Montlieu Avenue High Point NC 27268 NONE PC Program Support 20000 Bean Team Cycling Inc 20351 Summerlin Rd Unit 114 Fort Myers FL 33908 NONE PC Program Support 47000 Making Every Day Count 501 South Flagler Drive West Palm Beach FL 33401 NONE PC Program Support 10000 The Sharing Tree Inc 218 E 3RD AVE TALLAHASSEE FL 32303 NONE PC PROGRAM SUPPORT 2000 Place of Hope 9078 ISAIAH LANE PALM BEACH GARDENS FL 33418 NONE PC PROGRAM SUPPORT 10000 Cypress Lake Presbyterian Church 8260 CYPRESS LAKE DR FORT MYERS FL 33919 NONE PC PROGRAM SUPPORT 15000 Mid-Continent Railway Historical Society Inc PO BOX 358 NORTH FREEDOM WI 53951 NONE PC PROGRAM SUPPORT 60000 Palm Beach Children's Hospital 901 45th St West Palm Beach FL 33407 NONE PC PROGRAM SUPPORT 5000 New Horizon of Southwest Florida PO Box 111833 Naples FL 34108 NONE PC PROGRAM SUPPORT 5000 The Salvation Army of Miami-Dade 1907 NW 38th St Miami FL 33142 NONE PC PROGRAM SUPPORT 5000 Attic Angel Association 640 Junction Road Madison WI 53717 NONE PC PROGRAM SUPPORT 5000 Better Bites St Croix Valley 1417 Northridge Drive Hudson WI 54016 NONE PC PROGRAM SUPPORT 5000 Ronald McDonald House Charities Inc One Kroc Drive Oak Brook IL 60523 NONE PC PROGRAM SUPPORT 5000 Meals on Wheels of the Palm Beaches Inc PO Box 247 West Palm Beach FL 33402 NONE PC PROGRAM SUPPORT 10000 241400 14 103746 18 47272 151018 151018 false false false false false false false false false false TAX PREPARATION 4056 2028 2028 NONE A FORM 4720 WAS FILED IN MAY 2016 TO REMIT THE SECTION 4942 EXCISE TAXES ON THE 2014 UNDISTRIBUTED INCOME OF $11,498. $11,498 OF THE 2016 DISTRIBUTED FUNDS ARE IN SERVICE OF THAT DEFICIENCY. ABBOTT LABORATORIES 4295 19205 BRITISH PETROLEUM 19276 28035 PEPSICO INC 10469 52315 ABBVIE INC 4658 31310 FIDELITY ADV MID CAP FUND AT COST 104125 187336 FUNDAMENTAL INVESTORS AT COST 93274 165255 GROWTH FUND OF AMERICA AT COST 65821 116615 INVESTMENT COMPANY OF AMERICA AT COST 207280 245740 LORD ABBETT DIVIDEND GROWTH AT COST 68139 96811 SMALL CAP WORLD AT COST 56025 91215 WASHINGTON MUTUAL INV FUND AT COST 102082 131762 EUROPACIFIC GROWTH AT COST 42943 67314 HENDERSON INTERNATIONAL OPPORT AT COST 111612 172006 AMERICAN HIGH INCOME AT COST 788102 702134 INTERMEDIATE BOND FUND AMERICA AT COST 121575 119036 CAPITAL WORLD BOND FUND AT COST 407877 414501 CAPITAL INCOME BUILDER AT COST 296354 338459 INVESCO EQUITY AND INCOME AT COST 164609 194615 OPPENHEIMER MAIN STREET MID AT COST 145084 162970 BOND FUND OF AMERICA AT COST 299409 295069 FIDELITY ADV NEW INSIGHTS AT COST 104965 128143 FIDELITY ADVISORS SMALL CAP C AT COST 79256 71828 JOHN HANCOCK FDS II AT COST 314809 293260 PIMCO FDS AT COST 175346 166180 FIDELITY ADVISORS SMALL CAP T AT COST 15359 14183 INTERNATIONAL GROWTH AT COST 46843 39889 INCOME FUND OF OF AMERICA AT COST 46087 50311 OPPENHEIMER MAIN STR SMALL AT COST 50307 61356 WIRE FEE 75 75 INVESTMENT FEE 15 15 NONTAXABLE DISTRIBUTIONS 2137 TIMING DIFFERENCE 498 FOREIGN TAXES 587 587 ESTIMATED TAX PAYMENT 3150 FEDERAL FORM 4720 PAYMENT 3449 PENALTY PAYMENTS 76