2024-11-15T13:57:48-08:00 2023-12-31 273279795 STADIG JOHNSON 18312 MINNETONKA BLVD STE 200 WAYZATA MN 55391 990PF 2023-01-01 812273523 Mark Walk Wolfinger Foundation MARK 9524766382 18312 Minnetonka Boulevard 200 Wayzata MN 55391 Charles Wolfinger Chairman 2024-11-15 true true Lindsey Pearson P02180530 9524766382 2023 2024-10-15 13:58:12Z X 1789956 X 489623 305 305 41058 41058 255330 949707 255330 192 786508 296693 6570 6170 6170 3358 358 214 16312 6528 0 386000 386000 402312 6528 386000 384196 290165 6124 11100 11100 22143 518054 518054 902850 677343 886447 484245 415824 374355 1415362 1622321 1789956 0 X 1415362 1622321 1415362 1622321 1415362 1622321 1415362 384196 917 1800475 178154 1622321 Capital Gain Distributions 2890 2890 2890 Publicly Traded Securities 946817 694377 252440 252440 255330 255330 4033 4033 4033 3000 3000 6000 X 1967 1967 false false false false false false false true true WY true false false false false true N/A Stadig Johnson 9524766382 18312 Minnetonka Boulevard Suite 20 Wayzata MN 55391 false false false false false false false false false false false false false false false false false false false false false false Charles Wolfinger c/o 18312 Minnetonka Blvd Ste 200 Wayzata MN 55391 Chairman 0.00 0 Charles Wolfinger c/o 18312 Minnetonka Blvd Ste 200 Wayzata MN 55391 Director 0.00 0 Cynthia Walk c/o 18312 Minnetonka Blvd Ste 200 Wayzata MN 55391 Secretary 0.00 0 Cynthia Walk c/o 18312 Minnetonka Blvd Ste 200 Wayzata MN 55391 Director 0.00 0 Eric Wolfinger c/o 18312 Minnetonka Blvd Ste 200 Wayzata MN 55391 Treasurer 0.00 0 Eric Wolfinger c/o 18312 Minnetonka Blvd Ste 200 Wayzata MN 55391 Director 0.00 0 NONE NONE 1525182 11540 0 1536722 0 1536722 23051 1513671 75684 75684 4033 4033 71651 71651 71651 386000 386000 71651 840870 840870 386000 0 71651 314349 1155219 0 1155219 840870 314349 Cynthia Walk X UC San Diego Foundation 9500 Gilman Drive 0940 La Jolla CA 92093 N/A PC Contribution to the Functional Surfing Reefs Research Fund 386000 386000 14 305 14 41058 14 192 18 255330 296885 296885 false false false false false false false false false false X X 1 Cynthia Walk 5959 Waverly Avenue La Jolla CA 92037 65100 X 2 Cynthia Walk 5959 Waverly Avenue La Jolla CA 92037 419523 X 3 Cynthia Walk 5959 Waverly Avenue La Jolla CA 92037 5000 X 2 25,394.863 shares of Lazard US Equity Concentrated Portfolio Institutional (LEVIX) 419523 2023-08-15 BLACKROCK TOTAL RETURN INSTL MAHQX 79866 71507 DODGE & COX INCOME DODIX 168379 158995 DOUBLELINE TOT RET BOND FD CL I DBLTX 167579 143853 ARTISAN INTL VALUE FUND INSTL APHKX 86872 120222 WCM FOCUSED INTL GROWTH FD INST WCMIX 78887 120094 LAZARD US EQTY CON PRT INST SHS LEVIX LAZARD US EQTY CON PRT INST SHS LEVIX ISHARES CORE S&P 500 ETF IVV 265069 375417 GQG PARTNERS EMERG MARKETS EQ INSTL 114614 135358 VANGUARD RUSSELL 2000 ETF 131901 135356 Stadig Johnson 6570 0 0 0 2023 Dividends Paid in 2024 904 FMV to Cost Basis Adj. of Noncash Contributions 177248 Rounding 2 Bank Fees 24 State Annual Renewal Fee 27 Tax Software 118 Wire Fees 45 Other Investment Income 192 2023 Dividends Paid in 2023 917 Evoke Advisor Fees 6170 6170 0 0 2023 990PF Estimated Tax Payment 3000 Foreign Tax - Natl Finan Servs LLC 358 358