2025-11-07T11:18:21-06:00 2025-06-30 411292716 COPELAND BUHL & COMPANY PLLP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 990PF 2024-07-01 411543321 MARK AND MURIEL WEXLER FOUNDATION MARK 6128341533 1395 GREAT EGRET TRAIL NAPLES FL 34105 STEVEN WEXLER OFFICER 6128341533 2025-11-03 1 0 MICHAEL PESTKA P00185941 9524767100 2025-11-03 2024 2025-03-06 01:10:19Z X X 6824211 X X 501 501 195074 195074 249731 355603 249731 445306 445306 0 0 0 12032 9024 3008 6198 4648 1550 6322 0 0 143 143 0 24695 13815 4558 305000 305000 329695 13815 309558 115611 431491 3816 19446 19446 20072 23360 23360 4991286 5218215 5231715 1374695 1549690 1549690 6389869 6810711 6824211 0 0 X 0 0 0 0 6389869 6810711 6389869 6810711 6389869 6810711 6389869 115611 305231 6810711 0 6810711 PUBLICLY TRADED SECURITIES 329777 105872 223905 223905 CAPITAL GAINS DIVIDENDS P 25826 25826 25826 249731 5998 0 5998 0 5998 3120 0 0 0 3120 X 11 2889 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A STEVEN WEXLER 6128341533 1395 GREAT EGRET TRAIL NAPLES FL 34105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN WEXLER 1395 GREAT EGRET TRAIL NAPLES FL 34105 TREASURER 1.00 0 0 0 ED WINTHROP 1395 GREAT EGRET TRAIL NAPLES FL 34105 DIRECTOR 1.00 0 0 0 DAN WEXLER 1395 GREAT EGRET TRAIL NAPLES FL 34105 SECRETARY 1.00 0 0 0 PAUL SCHMECK 1395 GREAT EGRET TRAIL NAPLES FL 34105 DIRECTOR 1.00 0 0 0 ELIZABETH WEXLER 1395 GREAT EGRET TRAIL NAPLES FL 34105 DIRECTOR 1.00 0 0 0 ROSS WEXLER 1395 GREAT EGRET TRAIL NAPLES FL 34105 DIRECTOR 1.00 0 0 0 MATTHEW WEXLER 1395 GREAT EGRET TRAIL NAPLES FL 34105 DIRECTOR 1.00 0 0 0 ISAAC WEXLER MANN 1395 GREAT EGRET TRAIL NAPLES FL 34105 PRESIDENT 1.00 0 0 0 SARAH WEXLER MANN 1395 GREAT EGRET TRAIL NAPLES FL 34105 DIRECTOR 1.00 0 0 0 JADE WEXLER 1395 GREAT EGRET TRAIL NAPLES FL 34105 DIRECTOR 1.00 0 0 0 DEBORAH WEXLER 1395 GREAT EGRET TRAIL NAPLES FL 34105 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 6713660 17606 0 6731266 0 0 6731266 100969 6630297 331515 331515 5998 5998 325517 0 325517 0 325517 309558 0 309558 325517 0 0 11623 10940 22563 309558 0 0 0 309558 0 15959 15959 6604 0 0 0 0 0 0 0 6604 6604 STEVEN WEXLER 1395 GREAT EGRET TRAIL NAPLES FL 34105 6128341533 WRITTEN REQUEST SPECIFYING CHARITABLE PURPOSE NONE NONE ANTI-DEFAMATION LEAGUE UPPER MIDWEST 605 THIRD AVENUE NEW YORK NY 10158 NONE 501 (C)3 GENERAL PURPOSE 5000 FRIENDS OF THE MISSISSIPPI RIVER 106 WEST WATER STREET SUITE 600 ST PAUL MN 55107 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 30000 MINNEAPOLIS JEWISH FEDERATION 111 CHESHIRE LANE SUITE 50 MINNETONKA MN 55305 NONE 501 (C)3 GENERAL PURPOSE 10000 NAMI MINNESOTA 1919 UNIVERSITY AVEUNE WEST 400 ST PAUL MN 55104 NONE 501 (C)3 GENERAL PURPOSE 32500 NATIONAL MULTIPLE SCLEROSIS SOCIETY UPPER MIDWEST CHAPTER 2829 UNIVERSITY AVENUE SE SUITE 900 MINNEAPOLIS MN 55414 NONE 501 (C)3 GENERAL PURPOSE 30000 PLANNED PARENTHOOD OF MINNESOTA 671 VANDALIA STREET ST PAUL MN 55114 NONE 501 (C)3 GENERAL PURPOSE 67500 SECOND HARVEST HEARTLAND 7101 WINNETKA AVENUE NORTH BROOKLYN PARK MN 55428 NONE 501 (C)3 GENERAL PURPOSE 65000 305000 0 14 501 14 195074 18 249731 0 445306 0 445306 0 0 0 0 0 0 0 0 0 0 COPELAND BUHL 12032 9024 3008 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO 17313 17313 AB GLOBAL BOND FUND 17402 17402 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO 830756 830756 AB GLOBAL BOND FUND CL ADVISOR 684219 684219 AB SMALL CAP GROWTH 1253 1253 AB SMALL CAP VALUE PORTFOLIO 1209 1209 ISHARES CORE S&P 500 9314 9314 ISHARES TR CORE MSCI TOTAL INTERNATIONAL STOCK 2319 2319 AB CAP FD INC GLBL CORE EQI PORTFOLIO ADV CL 4312 4312 AB INTERNATIONAL LOW VOLTLY EQUITY PORTFOLIO 2623 2623 ISHARES CORE MSCI EMERGING MARKETS ETF 1381 1381 AB PRIVATE CREDIT INVESTORS CORPORATION 233715 233715 AB COMMERCIAL REAL ESTATE PRIVATE DEBT FUND 93105 93105 FUNDED CAPITAL CALL 0 13500 AB SMALL CAP GROWTH 262394 262394 AB SMALL CAP VALUE PORTFOLIO 250162 250162 ISHARES CORE S&P 500 2158869 2158869 ISHARES TR CORE MSCI TOTAL INTERNATIONAL STOCK 580134 580134 AB CAP FD INC GLBL CORE EQI PORTFOLIO ADV CL 705627 705627 AB INTERNATIONAL LOW VOLTLY EQUITY PORTFOLIO 360016 360016 ISHARES CORE MSCI EMERGING MARKETS 211486 211486 AB CARVAL CR OPPORTUNITIES 291308 291308 AB ULTRA SHORT INCOME ETF 48988 48988 BANK CHARGES 118 118 0 MN FILING FEE 25 25 0 UNREALIZED GAIN 305231 BOOKEEPING FEES 6198 4648 1550 FEDERAL TAXES 6322 0 0