2026-04-23T12:49:07-07:00 2025-12-31 RANDALL S GROBE CPA 3404 CIRCLE CLOSE MADISON WI 53705 990PF 2025-01-01 330998350 MARVIN P VERHULST FOUNDATION INC MARV 5613716563 104 MUIRFIELD DRIVE PONTE VEDRA BEACH FL 32082 MARY S BURBACH PRESIDENT 5613716563 2026-01-26 true RANDALL GROBE P01211811 6082176115 2026-04-23 X 2025 2025-03-06 01:10:19Z X 5533188 X X 159537 159537 116188 1040110 116188 0 0 275725 275725 0 2600 1300 1300 0 4372 2030 0 28959 28959 35931 32289 1300 240000 240000 275931 32289 241300 -206 243436 6397 60526 60526 467675 135947 135947 0 0 1008585 566404 579471 5372 3581 70756 0 2292965 3011604 4686488 0 0 0 0 3780994 3778062 5533188 0 0 0 0 0 X 3780994 3778062 3780994 3778062 3780994 3778062 3780994 -206 113 3780901 2839 3778062 PUBLICLY TRADED SECURITIES P 2024-12-30 2025-12-31 1040110 0 923922 116188 0 0 0 116188 116188 3384 0 3384 0 3384 2400 2400 2400 984 0 false false false false false false false true true WI true false false false false true N/A PATRICIA DORFMAN 5613716563 104 MUIRFIELD DR PONTE VEDRA BEACH FL 32082 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 250 BIRNAM OAK DR UNIT L308 PONTE VEDRA BEACH FL 32082 PRESIDENT 1.00 0 0 0 KENNETH M BURBACH 250 BIRHAM OAK DR UNIT L308 PONTE VEDRA BEACH FL 32082 SECRETARY 1.00 0 0 0 PATRICIA DORFMAN 104 MUIRFIELD DRIVE PONTE VEDRA BEACH FL 32082 DIRECTOR 1.00 0 0 0 BRIAN BURBACH 507 5TH ST HUDSON WI 54016 DIRECTOR 1.00 0 0 0 SARAH BRUCH 507 5TH ST HUDSON WI 54016 DIRECTOR 1.00 0 0 0 ROBERT DORFMAN 104 MUIRFIELD DR PONTE VEDRA BEACH FL 32082 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 5318835 30282 0 5349117 0 5349117 80237 5268880 263444 263444 3384 3384 260060 260060 260060 241300 0 241300 260060 223140 0 0 0 0 0 0 241300 223140 0 18160 0 0 0 0 0 241900 0 0 0 0 0 0 0 NONE NONE X MARY S BURBACH 104 MUIRFIELD DRIVE PONTE VEDRA BEACH FL 32082 N/A N/A N/A MAKING EVERY DAY COUNT 4455 MILITARY TRL STE 201 JUPITER FL 33458 PC PROGRAM SUPPORT 20000 WOUNDED WARRIORS PROJECT PO BOX 758516 TOPEKA KS 66675 PC PROGRAM SUPPORT 30000 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE ST NEW ORLEANS LA 70130 PC PROGRAM SUPPORT 20000 HUDSON CHAMBER OF COMMERCE 219 2ND ST HUSDSON WI 54016 PC PROGRAM SUPPORT 5000 BEAM PO BOX 702 CULVER CITY CA 90232 PC PROGRAM SUPPORT 20000 CYCLE PROJECT 625 WOODLAKE ROAD KOHLER WI 53044 PC PROGRAM SUPPORT 5000 HABITAT FOR HUMANITY 7 HOPKINS ST ST AUGUSTINE FL 32084 PC PROGRAM SUPPORT 10000 PLANTATION FOUNDATION 101 PLANTATION DR PONTE VEDRA BEACH FL 32082 PC PROGRAM SUPPORT 10000 COOKIE CART 1119 W BROADWAY AVE MINNEAPOLIS MN 55411 PC PROGRAM SUPPORT 5000 NORTH HUDSON ELEM SCHOOL 510 LEMON ST NORTH HUDSON WI 54016 GOV PROGRAM SUPPORT 15000 HUDSON BLUE LINE CLUB 1820 HANLEY ROAD HUDSON WI 54016 PC PROGRAM SUPPORT 10000 VOLUNTEERS IN MEDICINE 3728 PHILIPS HWY STE 34 JACKSONVILLE FL 32207 PC PROGRAM SUPPORT 20000 PBS TWIN CITIES 172 E 4TH ST ST PAUL MN 55101 PC PROGRAM SUPPORT 5000 AMERICAN BRAIN TUMOR ASSN 8550 WBRYN MAWR AVE 550 CHICAGO IL 60631 PC PROGRAM SUPPORT 5000 RONALD MCDONALD HOUSE ONE KROC DRIVE OAK BROOK IL 60523 PC PROGRAM SUPPORT 5000 CARE NET PREGNACY CENTER 44180 RIVERSIDE PARKWAY LANSDOWNE VA 20176 PC PROGRAM SUPPORT 15000 OSPREY WILDS 54165 AUDUBON DR SANDSTONE MN 55072 PC PROGRAM SUPPORT 10000 HOLES FORE HOPE FOUNDATION 8646 EAGLE CREEK CIR 107 SAVAGE MN 55378 PC PROGRAM SUPPORT 10000 VICARS LANDING 1000 VICARS LANDING WAY PONTE VEDRA BEACH FL 32082 PC PROGRAM SUPPORT 20000 240000 0 14 159537 18 116188 275725 275725 false false false false false false false false false false RANDALL GROBE, CPA TAX PREPARATION 2600 1300 1300 NONE 0 PUBLICLY TRADED STOCKS 917267 923922 -6655 CAPITAL GAIN DISTRIBUTIONS 122843 122843 ABBOTT LABORATORIES 1718 25058 ABBVIE, INC. 1863 45698 566404 579471 SMALL CAP WORLD FUND 34240 103437 DFA EMERGING MARKETS 76525 129198 DFA INTL CORE EQUITY 107895 189699 DFA INTL LARGE CAP GROWTH 100001 176349 DODGE & COX INTL STOCK FD 58651 124287 DFA US CORE EQUITY 426485 1040353 DODGE & COX GLOBAL STOCK FD 50000 51802 NEW PERSPECTIVE FUND 50000 52254 DIMENSIONAL EMERGING CORE EQUITY MKT FD 27938 39084 PRIME CAP ODYSSEY STOCK FD 53960 68056 WASHINGTON MUTUAL INVESTORS FD 229739 411681 FIDELITY ADV STK SELECTOR MID CAP FD 48118 115966 DIMENSIONAL US SMALL CAP ETF 18536 42692 BLACKROCK STRATEGIC INCOME OPTIONS PORT 213284 214685 ARTISAN PARTNERS HIGH INCOME FD ADVISOR SHS 100650 112886 AMERICAN STRATEGIC BOND FD 156196 155746 DODGE & COX INCOME FD 621042 632640 DIMENSIONAL INTL CORE EQITY MKT FD 106648 144818 FUNDAMENTAL INVESTORS FD 185745 440003 GROWTH FUND OF AMERICA FD 34951 126599 DODGE & COX GLOBAL BOND FD 311000 314253 ACCRUED INTEREST INCOME 2839 INV PROGRAM FEES 28959 28959 NON-DIVIDEND DISTRIBUTIONS 113 FOREIGN TAXES 2030 2030 FEDERAL INCOME TAXES 2342