2026-08-12T13:27:02-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990PF 2025-01-01 363526690 SAUNDERS FAMILY FOUNDATION SAUN 6128041076 4736 10TH AVENUE SOUTH MINNEAPOLIS MN 55407 CHRISTINA SAUNDERS PRESIDENT 6128041076 2026-08-08 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-08-08 2025 2025-03-06 01:10:19Z X 2161390 X X 56996 56996 11927 350643 11927 68923 68923 3000 900 2100 2554 1277 1277 15409 15409 0 4872 0 0 2042 0 0 1106 25 1081 28983 17611 4458 122000 122000 150983 17611 126458 -82060 51312 42922 37670 37670 2038534 1961726 2123720 2081456 1999396 2161390 0 0 X 0 0 0 0 2081456 1999396 2081456 1999396 2081456 1999396 2081456 -82060 0 1999396 0 1999396 PUBLICLY TRADED SECURITIES P 350284 338716 11568 11568 CAPITAL GAINS DIVIDENDS P 359 359 359 11927 713 0 713 0 713 3400 0 0 0 3400 X 0 2687 2687 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A THE FOUNDATION 6128041076 4736 10TH AVENUE SOUTH MINNEAPOLIS MN 55407 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINA SAUNDERS 4736 10TH AVENUE SOUTH MINNEAPOLIS MN 55407 PRESIDENT 1.00 3000 0 0 JACKSON SAUNDERS 5600 COVINGTON ROAD EXCELSIOR MN 55331 TREASURER 1.00 0 0 0 ALYSSA BIGHAM 2632 WEBSTER AVENUE SOUTH ST LOUIS PARK MN 55416 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 2043340 30588 0 2073928 0 0 2073928 31109 2042819 102141 102141 713 713 101428 0 101428 0 101428 126458 0 126458 101428 0 0 11194 15132 35030 42441 26663 130460 126458 0 0 0 101428 25030 0 0 155490 0 0 0 0 0 0 11194 144296 15132 35030 42441 26663 25030 X BANYAN COMMUNITY 2529 13TH AVE S MINNEAPOLIS MN 55404 N/A PC GENERAL SUPPORT 17000 DUNWOODY COLLEGE OF TECHNOLOGY 818 DUNWOODY BOULEVARD MINNEAPOLIS MN 55403 N/A PC GENERAL SUPPORT 20000 THE BLAKE SCHOOL 110 BLAKE ROAD SOUTH HOPKINS MN 55343 N/A PC GENERAL SUPPORT 5000 TRUSTEES OF TUFTS COLLEGE 169 HOLLAND ST SOMERVILLE MA 02144 N/A PC GENERAL SUPPORT 20000 WEBSTER HIGH SCHOOL PO BOX 9 WEBSTER WI 54893 N/A GOV GENERAL SUPPORT 60000 122000 0 14 56996 18 11927 0 68923 0 68923 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2554 1277 1277 FIRST TR EXCHANGE-TRADED FS IV FIRST TR TACTICAL HIGH YIELD ETF 93346 93808 FIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETF 22785 23267 FIRST TR EXCHANGE TRADED FD IV LONG DURATION 34075 34972 FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES 67968 70436 FIRST TR EXCHANGE-TRADED FD INTERMEDIATE DURATION INVT GRADE CORPORATE ETF 34474 35192 FIRST TR EXCHANGE TRADED FD IV LTD DURATION INVT GRADE CORPORATE ETF 45489 46862 FIRST TR EXCHANGE-TRADED FD III EMERGING MARKETS LOCAL CURRENCY BD ETF 10702 11801 FIRST TR EXCHANGE TRADED FD VIII TCW OPPORTUNISTIC FXD 75994 77161 FIRST TR EXCHANGE-TRADED FD IV CORE INVESTMENT GRADE ETF 72633 74581 INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP MOMENTUM ETF 60615 99276 ISHARES TR SEMICONDUCTOR ETF 46947 65651 ISHARES TR MSCI INTL QUALITY FACTOR ETF 168786 199935 JP MORGAN EXCHANGE-TRADED FD TR US QUALITY FACTOR ETF 133076 140891 ISHARES TR MSCI EAFE SMALL CAP ETF 113340 125133 SPDR INDEX SHS FDS S&P EMERGING MKTS ETF 29076 40257 SPDR SER TR S&P 600 SMALL CAP VALUE ETF 142844 158470 SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF 137796 162154 SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 240656 227011 SELECT SECTOR SPDR TR STATE STREET FINL 56312 59425 SELECT SECTOR SPDR TR STATE STREET UTILITIES 52654 54814 SELECT SECTOR SPDR TR STATE STREET ENERGY 60056 56871 VANGUARD INDEX FDS VANGUARD MID-CAP ETF 180718 183578 VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF 81384 82174 MINNESOTA SECRETARY OF STATE FILING FEES 25 0 25 MISCELLANEOUS 1056 0 1056 BANK FEES 25 25 0 INVESTMENT ADVISOR FEES 15409 15409 0 ESTIMATED TAXES 3400 0 0 TAX PAYMENTS 1472 0 0