2026-06-08T10:43:10-04:00 2025-12-31 411655635 CMA TAX & ACCOUNTING INC 7900 XERXES AVE SOUTH STE 500 BLOOMINGTON MN 55431 990PF 2025-01-01 205716699 WILLIAM DOUGLAS SUTTON FOUNDATION WILL 9529213994 6909 DAKOTA TRL EDINA MN 55439 LAURA LB BECKER TRUSTEE 9529213994 2026-05-27 DAVID SENNESS P02165619 9528930107 2026-06-08 2025 2025-03-06 01:10:19Z X 2596210 X X 12 12 76331 76331 217150 313276 217150 293493 293493 2400 1200 12365 12365 25 14790 13565 0 150000 150000 164790 13565 150000 128703 279928 12967 10542 10542 58782 121009 121009 1571508 1640384 2464659 1643257 1771935 2596210 0 X 1643257 1771935 1643257 1771935 1643257 1771935 1643257 128703 1771960 25 1771935 BOSTON SCIENTIFIC P 1991-03-11 2025-07-23 150206 4783 145423 145423 BLACKROCK P 43704 46343 -2639 -2639 LORD ABBETT P 2022-11-15 2025-07-23 45587 45000 587 587 217150 3891 3891 3891 1309 589 1898 X 1 1994 false false false false false false false true true MN true false false false false true N/A LAURA LB BECKER 9529213994 6909 DAKOTA TRAIL EDINA MN 55439 false false false false false false false false false false false false false false false false false false false false TERRY BECKER 6909 DAKOTA TRAIL EDINA MN 55439 TRUSTEE 000.00 0 0 0 LAURA LB BECKER 6909 DAKOTA TRAIL EDINA MN 55439 TRUSTEE 000.00 0 0 0 NONE NONE N/A 2463833 99570 0 2563403 2563403 38451 2524952 126248 126248 3891 3891 122357 122357 122357 150000 150000 122357 83608 150000 83608 66392 55965 X MAYO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC BRAIN CANCER & ALZHEIMERS' RESEARCH 125000 CHILDREN'S CANCER RESEARCH FUND 7301 OHMS LANE SUITE 355 MINNEAPOLIS MN 55439 NONE PC PEDIATRIC BRAIN TUMOR RESEARCH 25000 150000 14 12 14 76331 18 217150 293493 293493 false false false false false false false false false false TAX RETURN FEE 2400 1200 PIMCO INCOME FD I 179066 167744 FIRST EAGLE GLOBAL 302990 501138 AMG YACKTMAN FD I 203926 213899 AMER FUNDS NEW WORLD 154996 256813 T ROWE PRICE MID-CAP GROWTH I 85144 85335 VANGUARD WELLESLEY INCOME 89588 90627 BOND FUND OF AMERICA 159000 165729 FIDELITY REAL ESTATE INC FD 103233 100878 EATON VANCE SHORT DR GVT IN I FIRST EAGLE OVERSEAS EATON VANCE FLOATING 89859 94870 CALVERT ULTRA-SHORT DURATION INCOME BLACKROCK HIGH YIELD BOND FD SVC AMANA MUT FD TR GROWTH INSTL 45684 94732 MAIRS AND POWER SMALL CAP FUND 45502 53879 ALPS BOWN CAPITAL SMALL COMPANY TEMPLETON GLOBAL TOTAL RETURN FEDERATED INSTL PRIME VALUE OBLIGS BOSTON SCIENTIFIC 13989 452436 EATON VANCE EM DEBT OPPORTUNITIES 67944 63584 PARNASSUS MID CAP INSTL LORD ABBETT FUNDS SCHWAB FUNDS TREAS OBLIG MONEY INV VANGUARD EXPLORER ADMIRAL 36466 40545 RUNNING OAK EFT 62997 82450 TIMING DIFFERENCE 25 EXPENSES MINNESOTA REGISTRATION FEE 25 ADVISORY FEES 12365 12365 ADMINISTRATIVE SERVICES