2024-05-13T09:03:42-05:00 2023-12-31 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990PF 2023-01-01 274326602 BERMAN FAMILY FOUNDATION INC BERM 6082312427 PO BOX 5427 MADISON WI 53705 BARRY BERMAN DIRECTOR 6082312427 2024-05-09 1 BARRY BERMAN 999009999 0 RACHEL MCALEXANDER P01529682 6088318181 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 279995 X X 9036 9036 5816 49938 5816 14852 14852 0 0 0 2300 1150 1150 3000 3000 0 57 0 0 5357 4150 1150 29525 29525 34882 4150 30675 -20030 10702 15919 10131 10131 113979 108261 93909 145947 137423 175955 275845 255815 279995 0 0 X 0 0 0 0 275845 255815 275845 255815 275845 255815 275845 -20030 0 255815 0 255815 SCHWAB LT STOCK P 2016-11-22 2023-12-21 26437 21713 4724 4724 SCHWAB ST STOCK P 2022-09-28 2023-12-21 22421 22409 12 12 CAPITAL GAINS DIVIDENDS P 1080 1080 1080 5816 149 0 149 0 149 0 0 0 0 0 0 149 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A BARRY BERMAN 6082312427 PO BOX 5427 MADISON WI 53705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARRY L BERMAN PO BOX 5427 MADISON WI 53705 DIRECTOR 1.00 0 0 0 DEBRA G BERMAN PO BOX 5427 MADISON WI 53705 DIRECTOR 1.00 0 0 0 ANDREW BERMAN PO BOX 5427 MADISON WI 53705 DIRECTOR 1.00 0 0 0 LEAH BERMAN PO BOX 5427 MADISON WI 53705 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 274112 15889 0 290001 0 0 290001 4350 285651 14283 14283 149 149 14134 0 14134 0 14134 30675 0 30675 14134 0 0 7570 7613 7166 8332 14040 44721 30675 0 0 0 14134 16541 0 0 61262 0 0 0 0 0 0 7570 53692 7613 7166 8332 14040 16541 X ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583560 NONE PC DEFENDING DEMOCRACTIC IDEALS AND ELIMINATING ANTI-SEMITISM AND BIGOTRY IN THE UNITED STATES AND AROUND THE WORLD, WHILE PROVIDING KNOWLEDGEABLE LEADERSHIP ON A NATIONAL LEVEL FOR THE AMERICAN JEWISH COMMUNITY. 975 FRIENDS OF THE WAISMAN CENTER 1500 HIGHLAND AVE ROOM 239 MADISON WI 537052280 NONE PC TO SUPPORT THE WAISMAN CENTER 500 FRIENDS OF WI PUBLIC TELEVISION INC 821 UNIVERSITY AVENUE MADISON WI 53706 NONE PC TO SUPPORT EDUCATIONAL, CULTURAL AND COMMUNITY BROADCASTING SERVICES OF WISCONSIN PUBLIC TELEVISION 1400 JEWISH FEDERATION OF MADISON 6434 ENTERPRISE LANE MADISON WI 537191117 NONE PC TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE THE SURVIVAL, WELL BEING AND CONTINUITY OF THE JEWISH PEOPLE IN THIS AREA. 20000 MUSEUM OF ARTS AND DESIGN 2 COLUMBUS CIRCLE NEW YORK NY 10019 NONE PC GENERAL OPERATIONS. 1500 OVERTURE CENTER FOR THE ARTS 201 STATE ST MADISON WI 53703 NONE PC TO SUPPORT THE ARTS 250 WI CHAMBER ORCHESTRA 321 E MAIN ST MADISON WI 53703 NONE PC TO SUPPORT WISCONSIN ORCHESTRA 250 WISCONSIN PUBLIC RADIO ASSOCIATION INC 821 UNIVERSITY AVENUE MADISON WI 53706 NONE PC TO SUPPORT WISCONSIN PUBLIC RADIO. 1400 TEMPLE OF BETH EL 2702 ARBOR DR MADISON WI 53711 NONE PC TO SUPPORT TEMPLE OF BETH EL CONGREGATION. 2250 JEWISH FEDERATION FOR UKRAINE RELIEF 42 EAST 69TH STREET NEW YORK NY 10021 NONE PC HELPING REFUGEES FIND SAFETY - BOTH EMOTIONALLY AND PHYSICALLY - AS WELL AS SETTING THEM UP FOR A SUCCESSFUL FUTURE DURING THIS TUMULTUOUS TIME. 1000 29525 0 14 9036 14 18 5816 0 14852 0 14852 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES - SVA 2300 1150 1150 3847.96 SHS DOUBLELINE TOTAL RETURN 40993 34016 3350.237 SHS PIMCO INCM INST 40383 35580 1462.5 COLUMBIA MORTGAGE OPPORTUNITY 14837 11876 1092.916 THORNBURG STRATEGIC INCO 12048 12437 119 SHS CHARLES SCHWAB US MC AT COST 5313 8963 487 SHS SCHWAB US LARGE CAP ETF AT COST 12815 27467 643.305 SHS AMG YACKTMAN FD AT COST 13454 15015 221.937 SHS DODGE & COX INTL STOCK AT COST 9100 10910 428.906 SHS WCM FOCUSED INTL GROWTH AT COST 5281 9762 284 VANGUARD TOTAL INTERNTL AT COST 14659 16461 205.302 FULLER & THALER AT COST 4534 8539 52 ISHARES CORE S&P SMALL AT COST 3046 5629 885.367 GQG PARTNERS US SELECT QUALITY EQ INSTL AT COST 15472 16246 187 VANGUARD INTERMEDIATE AT COST 13913 14283 183.843 T ROWE PRICE ALLCAP OP AT COST 10442 11749 245.055 FMI COMMON STOCK INSTITU AT COST 7200 8376 234 ISHARES 7-10 YEAR TRERY AT COST 22194 22555 ADVISOR FEE- CHARLES SCHWAB 2973 2973 0 TRANSACTION FEES - CHARLES SCHWAB 27 27 0 TAXES 57 0 0