2026-09-02T16:23:31-05:00 2025-12-31 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990PF 2025-01-01 274326602 BERMAN FAMILY FOUNDATION INC BERM 6082312427 PO BOX 5427 MADISON WI 53705 BARRY BERMAN DIRECTOR 6082312427 2026-05-13 1 RACHEL MCALEXANDER P01529682 6088318181 2025 X 268472 X X 8795 8795 10140 52760 10140 18935 18935 0 0 0 2450 1225 1225 2830 2830 0 122 0 0 5402 4055 1225 31350 31350 36752 4055 32575 -17817 14880 6493 7590 7590 52431 52431 49497 175045 156431 211385 233969 216452 268472 0 300 0 300 X 0 0 0 0 233969 216152 233969 216152 233969 216452 233969 -17817 0 216152 0 216152 SCHWAB LT STOCK P 2024-06-30 2025-10-20 19687 17935 1752 1752 SCHWAB LT STOCK P 2024-06-30 2025-12-22 29859 24685 5174 5174 CAPITAL GAINS DIVIDENDS P 3214 3214 3214 10140 207 0 207 0 207 0 0 207 0 207 0 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A BARRY BERMAN 6082312427 PO BOX 5427 MADISON WI 53705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARRY L BERMAN PO BOX 5427 MADISON WI 53705 DIRECTOR 1.00 0 0 0 DEBRA G BERMAN PO BOX 5427 MADISON WI 53705 DIRECTOR 1.00 0 0 0 ANDREW BERMAN PO BOX 5427 MADISON WI 53705 DIRECTOR 1.00 0 0 0 LEAH BERMAN PO BOX 5427 MADISON WI 53705 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 278196 6271 0 284467 0 0 284467 4267 280200 14010 14010 207 207 13803 0 13803 0 13803 32575 0 32575 13803 0 0 7166 8332 14040 16541 16109 62188 32575 0 0 0 13803 18772 0 0 80960 0 0 0 0 0 0 7166 73794 8332 14040 16541 16109 18772 X ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583560 NONE PC DEFENDING DEMOCRACTIC IDEALS AND ELIMINATING ANTI-SEMITISM AND BIGOTRY IN THE UNITED STATES AND AROUND THE WORLD, WHILE PROVIDING KNOWLEDGEABLE LEADERSHIP ON A NATIONAL LEVEL FOR THE AMERICAN JEWISH COMMUNITY. 1025 JEWISH FEDERATION OF MADISON 6434 ENTERPRISE LANE MADISON WI 537191117 NONE PC TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE THE SURVIVAL, WELL BEING AND CONTINUITY OF THE JEWISH PEOPLE IN THIS AREA. 22000 MUSEUM OF ARTS AND DESIGN 2 COLUMBUS CIRCLE NEW YORK NY 10019 NONE PC GENERAL OPERATIONS. 1500 OVERTURE CENTER FOR THE ARTS 201 STATE ST MADISON WI 53703 NONE PC TO SUPPORT THE ARTS 300 PBS WISCONSIN 821 UNIVERSITY AVENUE MADISON WI 537052280 NONE PC TO SUPPORT EDUCATIONAL, CULTURAL AND COMMUNITY BROADCASTING SERVICES OF WISCONSIN PUBLIC TELEVISION 1500 TEMPLE OF BETH EL 2702 ARBOR DR MADISON WI 53711 NONE PC TO SUPPORT TEMPLE OF BETH EL CONGREGATION. 2500 WAISMAN CENTER 1500 HIGHLAND AVE MADISON WI 537052280 NONE PC TO SUPPORT THE WAISMAN CENTER. 525 WI CHAMBER ORCHESTRA 321 E MAIN ST MADISON WI 53703 NONE PC TO SUPPORT WISCONSIN ORCHESTRA 300 WISCONSIN PUBLIC RADIO ASSOCIATION INC 821 UNIVERSITY AVENUE MADISON WI 53706 NONE PC TO SUPPORT WISCONSIN PUBLIC RADIO. 1500 UNIVERSITY OF MICHIGAN 500 S STATE ST ANN ARBO MI 48109 NONE PC TO SUPPORT UNIVERSITY OF MICHIGAN 200 31350 0 14 8795 14 18 10140 0 18935 0 18935 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES - SVA 2450 1225 1225 PIMIX - 3350.237 PIMCO INCOME INSTL 40383 36819 TSIIX - 1092.916 THORNBURG STRATEGIC INCOME I 12048 12678 DODFX - 887.748 DODGE & COX INTERNATIONAL STOCK I AT COST 9100 14612 DSTL - 329 DISTILLATE US FUNDM STAB AT COST 17303 19378 FMIUX - 98.212 FMI COMMON STOCK INSTITUTIONAL AT COST 2886 3281 FTHSX - 205.302 FULLERTHALER BEHAVIORAL SM-CP EQ INST AT COST 4533 10290 GQEIX - 350.3610 GQG PARTNERS US SELECT QUALITY EQ INSTL AT COST 6093 7035 IEF - 234 ISHARES 7-10 YEAR TRERY AT COST 12424 12597 IGIB - 276 ISHARES TRT IS 5-10 INV AT COST 14994 14871 IJR - 52 ISHARES CORE S&P SMALL AT COST 3046 6249 JMTG - 680 JPMORGAN MORTGAGE-BACKED AT COST 32854 34721 PNAIX - 120.6160 T ROWE PRICE ALL-CAP OPPORTUNITIES-I AT COST 6851 9524 QLTY - 204 GMO U S QUALITY ETF AT COST 7498 7846 RCIRX - 1259.395 REGAN TOTAL RETURN INCOME INSTITUTIONAL AT COST 12080 12027 SCHM - 357 CHARLES SCHWAB US MC AT COST 5313 10735 SCHX - 972 SCHWAB US LARGE CAP ETF AT COST 8526 26157 VXUS - 151 VANGUARD TOTAL AT COST 7649 11391 WCMIX - 428.906 WCM FOCUSED INTERNATIONAL GROWTH INSTL AT COST 5281 10671 LOAN FROM 2947 0 300 ADVISOR FEE- CHARLES SCHWAB 2785 2785 0 TRANSACTION FEES - CHARLES SCHWAB 45 45 0 TAXES 122 0 0