2025-01-31T15:02:32-06:00 2024-06-30 411292716 COPELAND BUHL & COMPANY PLLP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 990PF 2023-07-01 411543321 MARK AND MURIEL WEXLER FOUNDATION MARK 6128341533 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 STEVEN WEXLER OFFICER 6128341533 2025-01-31 1 0 MITCHELL GIESE P02249920 9524767100 2025-01-31 2023 2025-03-06 01:10:19Z X 6389869 X X 569 569 150149 150149 81021 695798 81021 231739 231739 0 0 0 7818 5863 1955 3596 2697 899 2238 0 0 1025 1025 0 14677 9585 2854 310000 310000 324677 9585 312854 -92938 222154 1996 3816 3816 18599 20072 20072 4514782 4991286 4991286 1423933 1374695 1374695 5959310 6389869 6389869 0 0 X 0 0 0 0 5959310 6389869 5959310 6389869 5959310 6389869 5959310 -92938 523497 6389869 0 6389869 PUBLICLY TRADED SECURITIES 695798 614777 81021 81021 81021 3088 0 3088 0 3088 0 0 3227 0 3227 X 139 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A STEVEN WEXLER 6128341533 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN WEXLER 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 ED WINTHROP 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 DAN WEXLER 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 PAUL SCHMECK 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 ELIZABETH WEXLER 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 ROSS WEXLER 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 MATTHEW WEXLER 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 ISAAC WEXLER MANN 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 SARAH WEXLER MANN 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 JADE WEXLER 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 DEBORAH WEXLER 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 6175637 17297 0 6192934 0 0 6192934 92894 6100040 305002 305002 3088 3088 301914 0 301914 0 301914 312854 0 312854 301914 0 0 11623 11623 312854 0 0 0 301914 10940 0 0 22563 0 0 0 0 0 0 0 22563 11623 10940 STEVEN WEXLER 6897 GRENADIER BOULEVARD 1501 NAPLES FL 34108 6128341533 WRITTEN REQUEST SPECIFYING CHARITABLE PURPOSE NONE NONE ANTI-DEFAMATION LEAGUE UPPER MIDWEST 120 SOUTH LA SALLE STREET CHICAGO IL 60603 NONE 501 (C)3 GENERAL PURPOSE 20000 GREATER TWIN CITIES UNITED WAY 404 SOUTH 8TH STREET MINNEAPOLIS MN 55404 NONE 501 (C)3 GENERAL PURPOSE 45000 JEWISH FAMILY & CHILDREN'S SERVICE OF MINNEAPOLIS 5905 GOLDEN VALLEY ROAD GOLDEN VALLEY MN 55422 NONE 501 (C)3 GENERAL PURPOSE 25000 MINNEAPOLIS JEWISH FEDERATION 4330 CEDAR LAKE ROAD SOUTH MINNEAPOLIS MN 55416 NONE 501 (C)3 GENERAL PURPOSE 15000 NAMI MINNESOTA 1919 UNIVERSITY AVEUNE WEST 400 ST PAUL MN 55104 NONE 501 (C)3 GENERAL PURPOSE 25000 NATIONAL MULTIPLE SCLEROSIS SOCIETY UPPER MIDWEST CHAPTER 2829 UNIVERSITY AVENUE SE SUITE 900 MINNEAPOLIS MN 55414 NONE 501 (C)3 GENERAL PURPOSE 25000 PLANNED PARENTHOOD OF MINNESOTA 671 VANDALIA STREET ST PAUL MN 55114 NONE 501 (C)3 GENERAL PURPOSE 60000 SECOND HARVEST HEARTLAND 7101 WINNETKA AVENUE NORTH BROOKLYN PARK MN 55428 NONE 501 (C)3 GENERAL PURPOSE 60000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SOUTHEAST OAK STREET SUITE 500 MINNEAPOLIS MN 55455 NONE 501 (C)3 GENERAL PURPOSE 20000 FRIENDS OF THE MISSISSIPPI RIVER 106 WEST WATER STREET SUITE 600 ST PAUL MN 55107 NONE 501 (C)3 GENERAL PURPOSE 15000 310000 0 14 569 14 150149 18 81021 0 231739 0 231739 0 0 0 0 0 0 0 0 0 0 COPELAND BUHL 7818 5863 1955 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO 19878 19878 AB GLOBAL BOND FUND 19971 19971 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO 663343 663343 AB GLOBAL BOND FUND CL ADVISOR 671503 671503 AB SMALL CAP GROWTH 1215 1215 AB SMALL CAP VALUE PORTFOLIO 1229 1229 ISHARES CORE S&P 500 10945 10945 ISHARES TR CORE MSCI TOTAL INTERNATIONAL STOCK 2838 2838 AB CAP FD INC GLBL CORE EQI PORTFOLIO ADV CL 4725 4725 AB INTERNATIONAL LOW VOLTLY EQUITY PORTFOLIO 2119 2119 AB SUSTAINABLE GLOBAL THEMEMATIC FUND 1771 1771 ISHARES CORE MSCI EMERGING MARKETS ETF 1713 1713 AB PRIVATE CREDIT INVESTORS CORPORATION 227446 227446 AB COMMERCIAL REAL ESTATE PRIVATE DEBT FUND 80645 80645 FUNDED CAPITAL CALL 17250 17250 AB SMALL CAP GROWTH 239666 239666 AB SMALL CAP VALUE PORTFOLIO 240554 240554 ISHARES CORE S&P 500 1902617 1902617 ISHARES TR CORE MSCI TOTAL INTERNATIONAL STOCK 506970 506970 AB CAP FD INC GLBL CORE EQI PORTFOLIO ADV CL 617031 617031 ISHARES CORE MSCI EMERGING MARKETS 188586 188586 AB SUSTAINABLE GLOBAL THEMEMATIC FUND 265852 265852 AB GOVERNMENT MONEY MARKET PORTFOLIO CL1 384448 384448 AB INTERNATIONAL LOW VOLTLY EQUITY PORTFOLIO 293666 293666 BANK CHARGES 112 112 0 MN FILING FEE 25 25 0 MISCELLANEOUS EXPENSE 888 888 0 UNREALIZED GAIN 523497 BOOKEEPING FEES 3596 2697 899 FEDERAL TAXES 2238 0 0