2025-05-30T11:27:43-05:00 2024-12-31 450310328 BRADY MARTZ & ASSOCIATES PC PO BOX 14296 GRAND FORKS ND 582084296 990PF 2024-01-01 261584651 THE HAL AND KATHLEEN GERSHMAN FAMILY FOUNDATION HALA 7017800902 PO BOX 13662 GRAND FORKS ND 58208 HAROLD GERSHMAN DIRECTOR, PRESIDENT 7017800902 2025-05-27 1 1 ANTHONY WEISSER P01060451 7017754685 2025-05-27 2024 2025-03-06 01:10:19Z X 1065196 X 250000 15661 15661 12451 12451 41767 346699 41767 21 21 319900 69900 0 0 0 2900 2320 580 2177 1742 435 914 12 0 923 923 0 6914 4997 1015 18000 18000 24914 4997 19015 294986 64903 488 488 58120 52050 52050 95149 139579 124455 309535 438167 519127 61057 89808 86242 121210 175639 164308 75937 121059 114281 5041 4245 4245 726049 1021035 1065196 0 0 X 0 0 0 0 726049 1021035 726049 1021035 726049 1021035 726049 294986 0 1021035 0 1021035 PUBLICLY TRADED SECURITIES 258955 235879 23076 23076 PUBLICLY TRADED SECURITIES 83939 69053 14886 14886 CAPITAL GAINS DIVIDENDS P 3805 3805 3805 41767 902 0 902 0 902 4515 0 0 0 4515 0 3613 3613 0 0 0 0 0 0 0 0 0 0 0 1 1 ND 1 0 0 0 0 1 N/A THE FOUNDATION 7017800902 PO BOX 13662 GRAND FORKS ND 58208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD GERSHMAN PO BOX 13662 GRAND FORKS ND 58208 PRESIDENT 1.00 0 0 0 KATHY GERSHMAN PO BOX 13662 GRAND FORKS ND 58208 SECRETARY 1.00 0 0 0 LEONORA GERSHMAN 5250 HERMOSA AVE LOS ANGELES CA 90041 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 903813 66727 0 970540 0 0 970540 14558 955982 47799 47799 902 902 46897 0 46897 0 46897 19015 0 19015 46897 0 0 11277 10205 1072416 25359 1119257 19015 0 0 0 19015 0 27882 27882 1091375 0 0 0 0 0 0 0 1091375 1066016 25359 HAROLD GERSHMAN KATHY GERSHMAN X ALTRU HEALTH FOUNDATION PO BOX 6002 GRAND FORKS ND 582066002 NONE SO I FOR KID'S HEALTH AT ALTRU 10000 EMPIRE ARTS CENTER 415 DEMERS AVE GRAND FORKS ND 58102 NONE PC FURTHERANCE OF 501(C)(3)S CHARITABLE PURPOSE 1000 GLOBAL FRIENDS COALITION 600 DEMERS AVE SUITE 406A GRAND FORKS ND 58201 NONE PC FURTHERANCE OF 501(C)(3)S CHARITABLE PURPOSE 7000 18000 0 14 15661 14 12451 14 21 18 41767 0 69900 0 69900 0 0 0 0 0 0 0 0 0 0 X X 1 HAL AND KATHLEEN GERSHMAN 517 REEVES DR GRAND FORKS ND 58201 250000 X PROFESSIONAL FEES 2900 2320 580 ALERUS FINANCIAL - CORPORATE BONDS 89808 86242 ALERUS FINANCIAL - EQUITIES 438167 519127 139579 124455 0 0 ALERUS FINANCIAL - MUTUAL FUND BONDS AT COST 121059 114281 INTEREST & DIVIDENDS RECEIVABLE 526 632 632 PREPAID FEDERAL EXCISE TAX 4515 3613 3613 AMORTIZATION 923 923 0 MISC INV INCOME 21 21 21 TRUSTEE FEES 2177 1742 435 FOREIGN TAXES WITHHELD 12 12 0 FOUNDATION EXCISE TAX 902 0 0