2024-11-14T08:48:08-06:00 2023-12-31 871353108 EISNER ADVISORY GROUP LLC 2501 WAYZATA BLVD MINNEAPOLIS MN 55405 990PF 2023-01-01 836372665 BERT FAMILY FOUNDATION BERT 6514919303 5829 WOODLANE BAY WOODBURY MN 55129 JACK BERT TRUSTEE 6514919303 2024-11-13 1 0 STACIE USEM P00051908 6123774404 2024-11-12 2023 2024-10-15 13:58:12Z X 1000366 X 250698 15049 15049 6224 6224 3777 478803 3777 275748 25050 0 0 0 0 0 66 0 0 0 1019 994 0 25 1085 994 0 25 4200 4200 5285 994 0 4225 270463 24056 0 507383 96546 96546 234348 915648 903820 741731 1012194 1000366 0 0 X 0 0 0 0 741731 1012194 741731 1012194 741731 1012194 741731 270463 0 1012194 0 1012194 CHARLES SCHWAB (7295) P 2019-01-08 2023-07-10 24730 25026 -296 -296 US BANCORP (4822) P 2023-03-02 2023-08-31 450000 450000 0 0 CHARLES SCHWAB (7295) CAPITAL GAIN DISTRIBUTION P 2022-06-15 2023-12-31 4073 4073 4073 3777 334 0 334 0 334 0 0 0 0 0 0 334 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A JACK BERT 6126323428 5829 WOODLANE BAY WOODBURY MN 55125 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACK M BERT 5829 WOODLANE BAY WOODBURY MN 55129 TRUSTEE 0.01 0 0 0 MARY L BERT 5829 WOODLANE BAY WOODBURY MN 55129 TRUSTEE 0.01 0 0 0 NONE 0 NONE 0 N/A 0 0 0 546479 191436 0 737915 0 0 737915 11069 726846 36342 36342 334 334 36008 0 36008 0 36008 4225 0 4225 36008 0 0 14745 11151 6656 6979 2294 41825 4225 0 0 0 4225 0 31783 31783 10042 0 0 0 0 0 0 0 10042 769 6979 2294 JACK M BERT MARY L BERT X ATHLETES COMMITTED TO EDUCATING STUDENTS 1115 E HENNEPIN AVE MINNEAPOLIS MN 55414 NONE PUBLIC CHARITABLE 1000 KING OF KINGS CHURCH 1583 RADIO DRIVE WOODBURY MN 55125 NONE PUBLIC CHARITABLE 2000 MN SHERIFF'S ASSOCIATION 100 EMPIRE DR 222 ST PAUL MN 55103 NONE CHARITABLE -450 ORTHO EDUCATION AND RESEARCH FOUNDATION 9440 WEST HIGGINS ROAD STE 215 ROSEMOUNT IL 60018 NONE PUBLIC CHARITABLE 1000 SCIENCE MUSEUM OF MINNESOTA 120 W KELLOGG BLVD ST PAUL MN 55102 NONE PUBLIC CHARITABLE 100 THE NATURE CONSERVANCY 1101 W RIVER PARKWAY STE 200 MINNEAPOLIS MN 55415 NONE PUBLIC CHARITABLE 50 TWIN CITIES PBS 172 4TH ST E ST PAUL MN 55101 NONE PUBLIC CHARITABLE 100 HOPI 5110 E LAFAYETTE BLVD PHOENIX AZ 85018 NONE PUBLIC CHARITABLE 400 4200 0 14 15049 14 6224 18 3777 0 25050 0 25050 0 0 0 0 0 0 0 0 0 0 X X 1 JACK AND MARY BERT 5829 WOODLANE BAY WOODBURY MN 55125 250698 X N/A 0 CHARLES SCHWAB (7295) AT COST 515702 497297 US BANCORP AT COST 399946 406523 INVESTMENT MANAGEMENT FEES 994 994 0 0 MN ANNUAL FEE 25 0 0 25 FEDERAL EXISE TAX 66 0 0 0