2025-09-11T13:09:44-07:00 2024-12-31 411402644 BRAGSTAD & BRAGSTAD LTD 6200 SHINGLE CREEK PKWY STE 340 MINNEAPOLIS MN 55430 990PF 2024-01-01 411857933 THE FRANK & TOBY BERMAN FAMILY FOUNDATION FRAN 6127705239 12700 SHERWOOD PLACE HOPKINS MN 55305 FRANK BERMAN Director 2025-09-11 true true Claude Bragstad P01020011 7635666750 X 2024 2025-03-06 01:10:19Z X 633728 X 2026 X 51 51 12796 12796 25605 78140 25605 626 40478 38452 626 1675 1675 8222 8222 530 166 25 10452 10063 0 34000 34000 44452 10063 34000 -3974 28389 626 8000 8000 14309 16804 16804 32296 25622 30831 94516 103085 94768 326294 309930 483325 467415 463441 633728 0 X 467415 463441 467415 463441 467415 463441 467415 -3974 463441 463441 46 ISHARES TR MSCI USA SMCP MN P 2023-12-08 2024-08-08 1775 1600 175 175 25 ISHARES TR CORE US AGGBD ET P 2017-06-29 2024-01-05 2457 2741 -284 -284 10 ISHARES TR 7-10 YR TRSY BD P 2022-08-11 2024-01-05 955 1036 -81 -81 36 ISHARES TR CORE S&P MCP ETF P 2017-06-29 2024-11-22 2393 1250 1143 1143 13 ISHARES TR CORE S&P SCP ETF P 2017-06-29 2024-11-22 1620 910 710 710 114 ISHARES TR MSCI USA MINN VOL P 2020-06-08 2024-08-08 9844 7226 2618 2618 38 ISHARES TR MSCI USA MMENTM P 2021-02-08 2024-11-22 8144 6674 1470 1470 20 ISHARES TR CORE MSCI EAFE P 2017-06-29 2024-01-05 1385 1216 169 169 19 ISHARES INCORPORATED CORE MSCI EMKT P 2017-06-29 2024-01-05 943 945 -2 -2 20 ISHARES TR MSCI USA SMCP MN P 2020-06-08 2024-01-05 703 613 90 90 418 ISHARES TR MSCI USA SMCP MN P 2020-06-08 2024-08-08 16126 12816 3310 3310 18 ISHARES TR MSCI USA SMCP MN P 2020-10-12 2024-08-08 694 556 138 138 10 VANGUARD INDES FUNDS S&P 500 ETF P 2017-06-29 2024-01-05 4295 2220 2075 2075 42 VANGUARD INDEX FUNDS S&P 500 ETF P 2017-06-29 2024-11-22 22978 9323 13655 13655 2 VANGUARD MID-CAP ETF P 2021-08-11 2024-01-05 455 487 -32 -32 12 VANGUARD MID-CAP ETF P 2024-08-11 2024-11-22 3373 2922 451 451 25605 626 395 395 395 395 0 false false false false false false false true true true false false false false true N/A FRANK BERMAN 6127705239 12700 SHERWOOD PLACE 103 HOPKINS MN 55305 false false false false false false false false false false false false false false false false false false false false false false FRANK BERMAN 12700 SHERWOOD PLACE HOPKINS MN 55305 Director 5.00 0 TOBY BERMAN 12700 SHERWOOD PLACE HOPKINS MN 55305 Director 5.00 0 NONE NONE 610000 15557 0 625557 0 625557 9383 616174 30809 30809 395 395 30414 30414 30414 34000 34000 30414 21376 34000 21376 0 12624 17790 X FRANK AND TOBY BERMAN FAMILY FOUNDA 12700 SHERWOOD PLACE 103 HOPKINS MN 55305 6127705239 ELECTRONIC NA BETH EL SYNAGOGUE 500 N JEROME AVE MARGATE NJ 08402 NONE PC GENERAL OPERATING SUPPORT 7200 ISRAEL GUIDE DOG CENTER 968 EASTON RD STE H WARRINGTON PA 18976 NONE PC GENERAL OPERATING SUPPORT 3600 JEWISH FAMILY CHILDREN'S SERVICE MP 5905 GOLDEN VALLEY RD GOLDEN VALLEY MN 55422 NONE PC GENERAL OPERATING SUPPORT 100 JEWISH FED OF PALM SPRINGS DESERT A 69710 HWY 11 RANCHO MIRAGE CA 92270 NONE PC GENERAL OPERATING SUPPORT 5000 JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 NONE PC GENERAL OPERATING SUPPORT 1800 MAYO CLINIC 200 FIRST ST SOUTHWEST ROCHESTER MN 55905 NONE PC GENERAL OPERATING SUPPORT 10000 SHOLOM ALLIENCE 740 KAY AVE ST PAUL MN 55102 NONE PC GENERAL OPERATION SUPPORT 500 MCCALLUM FOUNDATION 134 Middie st LOWELL MA 01852 NONE PC GENERAL OPERATION SUPPORT 1000 EISINHOWER HEALTH AND HOSPITAL 39000 Bob Hope Dr Rancho Mirage CA 92270 NONE PC GENERAL OPERATON SUPPORT 2500 MINNEAPOLIS JEWISH FEDERATION 4330 CEDAR LAKE ROAD MINNEAPOLIS MN 55416 NONE PC OPERATIONS 500 HAE EL CONGREGATION LYNDALE AVE S MINNEAPOLIS MN 55409 NONE PC GENERAL OPERATIONS 800 PALM SPRINGS MUSEUM 101 MUSEUM ROAD PALM SPRINGS CA 92262 NONE PC GENERAL OPERATIONS 1000 34000 901101 51 901101 12796 25605 12847 25605 38452 false false false false false false false false false false 1675 1675 0 0 ISHARES TR CORE US AGGBD ET 103085 94768 25622 30831 ISHARES TR CORE S&P MCP ETF AT COST 34131 47854 ISHARES TR CORE S&P SCP ETC AT COST 16711 26501 ISHARES TR MIN VOL USA ETF AT COST ISHARES TR CORE MSCI EAFE AT COST 49385 55943 ISHARES INCORPORATEC CORE MSCI EMKT AT COST 23290 24648 VANGAURD INDEX FUNDS S&P 500 ETF SHS NEW AT COST 115695 257551 ISHAERS TR MSCI USA MIN VOL AT COST VANGUARD MID-CAP ETF AT COST 30375 33016 ISHARES TR 7-10 YR TRSY BD AT COST 40343 37812 REGISTRATION 25 MANAGEMENT FEES 8222 8222 0 0 FOREIGN TAXES 166 166 TAXES 364