2025-11-19T11:13:58-05:00 2024-12-31 264513576 Wasserman Shuff & Co LLC 8375 S Howell Ave Ste 202 Oak Creek WI 531548344 990PF 2024-01-01 474195868 BERTSCH FAMILY FOUNDATION % JAN BERTSCH BERT 2487663266 12602 E COCHISE DR SCOTTSDALE AZ 852595232 JAN BERTSCH DIRECTOR 2487663266 2025-11-19 false true JEREMY MORITZ CPA P01633485 4147647020 2025-11-19 2024 2025-03-06 01:10:19Z X 301486 X X 431 431 1636 35633 1636 2067 2067 630 315 630 0 315 0 30258 30258 30888 0 315 30258 -28821 2067 0 244971 301486 301486 244971 301486 301486 0 0 X 244971 301486 244971 301486 244971 301486 244971 -28821 85336 301486 301486 PIMCO INCOME FUND CL A MF P 2024-02-02 2024-02-09 892 966 -74 -74 LORD ABBETT GROWTH LEADERS FUND CL P 2016-01-04 2024-01-05 4000 3919 81 81 PIMCO INCOME FUND CL A MF P 2016-01-04 2024-02-09 8868 9602 -734 -734 PUTNAM FOCUSED EQUITY FUND CL A MF P 2016-01-04 2024-02-09 15000 19510 -4510 -4510 LT CAPITAL GAIN DISTRIB P 2016-01-04 2024-12-06 6873 6873 6873 1636 -74 29 0 29 0 29 705 705 676 676 false false false false false false false true true false false false false false true JAN A BERTSCH 2487663266 12602 E COCHISE DR SCOTTSDALE AZ 852595232 false AMANDA BERTSCH 12602 E COCHISE DR SCOTTSDALE AZ 852595232 PRESIDENT 0.50 0 0 0 JAN A BERTSCH 12602 E COCHISE DR SCOTTSDALE AZ 852595232 DIRECTOR 0.50 0 0 0 ROBERT F BERTSCH 12602 E COCHISE DR SCOTTSDALE AZ 852595232 DIRECTOR 0.50 0 0 0 NONE 0 NONE NONE 0 0 273229 0 0 273229 0 0 273229 0 273229 13661 13661 29 29 13632 13632 13632 30258 30258 13632 3626 4170 1535 2152 7832 19315 30258 13632 16626 35941 0 3626 32315 4170 1535 2152 7832 16626 JAN BERTSCH NONE JAN BERTSCH 12602 E COCHISE DR SCOTTSDALE AZ 85259 2487663266 JANBERTSCH57@GMAIL.COM NONE NONE NONE EMERSON SCHOOL 5425 SCIO CHURCH RD ANN ARBOR MI 48103 NONE PC EDUCATIONAL INSTITUTION 30000 MUSICAL INSTRUMENT MUSEUM 4725 E MAYO BLVD Phoenix AZ 85050 NONE PC EDUCATIONAL 258 30258 0 14 431 18 1636 2067 2067 4 CHARITABLE FOUNDATION false false false false false false false false false false ACCOUNTING FEES 630 0 315 0 UNREALIZED GAINS IN INVESTMENTS 85336