2024-11-06T13:24:29-06:00 2023-12-31 411292716 COPELAND BUHL & COMPANY PLLP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 990PF 2023-01-01 411955405 B & H WAY FOUNDATION B&HW 6123163358 205 BUSHAWAY ROAD WAYZATA MN 55391 DAN KOCH TREASURER 9524751084 2024-06-06 1 0 MITCHELL GIESE P02249920 9524767100 2024-06-06 2023 2024-10-15 13:58:12Z X 4193004 X X 83492 83492 162839 774659 162839 246331 246331 0 0 0 3981 3981 0 17212 16351 861 2590 2590 0 25 25 0 23808 22947 861 285000 285000 308808 22947 285861 -62477 223384 72892 45295 45295 2216853 2162149 3775905 362017 385848 371804 2651762 2593292 4193004 0 4007 0 4007 X 2651762 2589285 2651762 2589285 2651762 2593292 2651762 -62477 0 2589285 0 2589285 PUBLICLY TRADED SECURITIES P 772186 611820 160366 160366 CAPITAL GAINS DIVIDENDS P 2473 2473 2473 162839 3105 0 3105 0 3105 5367 0 0 0 5367 0 2262 2262 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A DAN KOCH TREASURER 6124035180 205 BUSHAWAY ROAD WAYZATA MN 55391 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KRISTEN A BERG 718 SOUTH CORONA STREET DENVER CO 80209 PRESIDENT, DIRECTOR 1.00 0 0 0 MEGAN E NEISIUS 6856 INLAND LANE NORTH MAPLE GROVE MN 55311 VICE PRESIDENT, DIRECTOR 1.00 0 0 0 TY AMASS 718 SOUTH CORONA STREET DENVER CO 80209 DIRECTOR 1.00 0 0 0 JOHN BERG 721 EAST RICE STREET WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 DAN KOCH 205 BUSHAWAY ROAD WAYZATA MN 55391 TREASURER, DIRECTOR 1.00 0 0 0 NANCY BERG 721 EAST RICE STREET WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 CINTHIA KOCH 205 BUSHAWAY ROAD WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 MARK J NEISIUS 6856 INLAND LANE NORTH MAPLE GROVE MN 55311 DIRECTOR 1.00 0 0 0 SOPHIA KOCH 205 BUSHAWAY ROAD WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3961374 111380 0 4072754 0 0 4072754 61091 4011663 200583 200583 3105 3105 197478 0 197478 0 197478 285861 0 285861 197478 0 0 1978 45126 176848 246308 470260 285861 0 0 0 197478 88383 0 0 558643 0 0 0 0 0 0 1978 556665 45126 176848 246308 88383 X COMMONBOND COMMUNITIES 1080 MONTREAL AVENUE ST PAUL MN 55116 NONE 501 (C)3 GENERAL FUND 50000 COURTE OREILLES LAKE ASSOCIATION PO BOX 702 HAYWARD WI 54843 NONE 501 (C)3 GENERAL FUND 5000 CYCLEHEALTH 6545 FLYING CLOUD DR 200A EDEN PRAIRIE MN 55344 NONE 501 (C)3 GENERAL FUND 50000 INVEST IN KIDS 1775 SHERMAN STREET SUITE 1445 DENVER CO 80203 NONE 501 (C)3 GENERAL FUND 50000 IOCP HOUSING 1605 COUNTY RD 101 PLYMOUTH MN 55447 NONE 501 (C)3 GENERAL FUND 50000 THE GRIEF CLUB OF MINNESOTA 2025 COULTER BLVD SUITE 100 CHANHASSEN MN 55317 NONE 501 (C)3 GENERAL FUND 5000 YOUTHLINK 41 N 12TH ST MINNEAPOLIS MN 55403 NONE 501 (C)3 GENERAL FUND 50000 HAMMER RESIDENCES 1909 E WAYZATA BLVD WAYZATA MN 55391 NONE 501 (C)3 GENERAL FUND 25000 285000 0 14 83492 18 162839 0 246331 0 246331 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 3981 3981 0 APPLE INC 50061 49653 VANGUARD LONG TERM BOND ETF 33928 37290 VANGUARD SHORT TERM BOND ETF 131719 134785 VANGUARD TOTAL BOND MARKET INDEX-ADMIRAL CLASS 170140 150076 D R HORTON INC COM 49081 70671 AMEX ENERGY SELECT SPDR 42744 55586 BERKSHIRE HATHAWAY INC 50446 93088 BLACKROCK INC 28557 75497 S&P GLOBAL INC 69040 91188 JOHNSON & JOHNSON 13134 39812 RESMED INC 36877 45585 THERMO FISHER SCIENTIFIC INC 5954 92888 UNITEDHEALTH GROUP INC 56781 84235 ALPHABET INC CL C 19929 101470 AMPHENOL CORP CL A 8965 78709 APPLE INC 4381 105892 MASTERCARD INC 16416 89994 MICROSOFT CORP 6079 81977 ZEBRA TECHNOLOGIES CORP CL A 3588 44826 ACCENTURE PLC AIA GROUP LTD-SP 5318 78955 AIA GROUP LTD-SP 42043 38969 ASHTEAD GROUP PLC 46916 71063 ASML HOLDING N.V. 70839 68123 TAIWAN SEMICONDUCTOR MANUFACTU-ADR 5415 78000 UNILEVER PLC-ADR 29645 34518 FULLER & THALER BEHAVIORAL SMALL-CAP 45000 53264 ISHARES CORE S&P 500 ETF 654153 1160641 ISHARES CORE S&P MID-CAP ETF 127648 138575 ISHARES MSCI EMERGING MARKETS MULTIFACTOR ETF 117663 118894 ISHARES RUSSELL 2000 ETF 36894 40142 ISHARES S&P 500 VALUE ETF 101994 121723 VIRTUS KAR SMALL-CAP CORE FUND 50268 57442 ISHARES CORE MSCI EAFE ETF 302429 372712 WELLS FARGO & COMPANY COMMON STOCK 113952 191466 MN FILING FEE 25 25 0 DUE TO AFFILIATE 0 4007 WELLS FARGO BANK,NA - INVESTMENT FEES 17212 16351 861 FOREIGN TAXES 2590 2590 0