2025-03-27T10:26:25-05:00 2024-06-30 411292716 COPELAND BUHL & COMPANY PLLP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 990PF 2023-07-01 020700309 STANLEY & SYLVIA STROUP FAMILY FOUNDATION STAN 9524767100 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 STANLEY STROUP PRESIDENT 9524767100 2025-03-26 1 0 MITCHELL GIESE P02249920 9524767100 2023 2025-03-06 01:10:19Z X X 1207479 X X 23637 23637 13919 75337 13919 37556 37556 0 0 0 5401 5401 0 3388 184 0 52 27 25 8841 5612 25 75000 75000 83841 5612 75025 -46285 31944 37771 27958 27958 595394 586770 1080761 85809 77359 71512 36772 17374 27248 755746 709461 1207479 0 0 X 0 0 0 0 755746 709461 755746 709461 755746 709461 755746 -46285 0 709461 0 709461 PUBLICLY TRADED SECURITIES P 73273 61418 11855 11855 CAPITAL GAINS DIVIDENDS P 2064 2064 2064 13919 444 0 444 0 444 2099 0 0 0 2099 0 1655 1655 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A COPELAND BUHL 9524767100 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STANLEY STROUP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 PRESIDENT 1.00 0 0 0 STACIE STROUP HUNT 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 DIRECTOR 0.25 0 0 0 STEPHEN F STROUP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 DIRECTOR 0.25 0 0 0 SARAH E LEVERENZ 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1105762 27199 0 1132961 0 0 1132961 16994 1115967 55798 55798 444 444 55354 0 55354 0 55354 75025 0 75025 55354 45477 0 0 75025 45477 0 0 29548 0 0 0 0 0 0 0 0 25806 0 0 0 X ALICES KIDS PO BOX 60 MOUNT VERNON VA 22121 NONE 501(C)(3) GENERAL FUND 10000 PUT ME IN 414 36TH STREET SAN FRANCISCO CA 94121 NONE 501(C)(3) GENERAL FUND 10000 SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION 100 HOSPITAL DRIVE SUITE 41 BENNINGTON VT 05201 NONE 501(C)(3) GENERAL FUND 20000 NORTHSHIRE DAY SCHOOL 5484 MAIN STREET MANCHESTER CENTER VT 05255 NONE 501(C)(3) GENERAL FUND 10000 BOYS & GIRLS CLUB OF HILTON HEAD PO BOX 22267 HILTON HEAD ISLAND SC 29925 NONE 501(C)(3) GENERAL FUND 25000 75000 0 14 23637 18 13919 0 37556 0 37556 0 0 0 0 0 0 0 0 0 0 VANGAURD SHORT TERM BOND ETF 14737 14573 VANGAURD TOTAL BOND MARKET INDEX 62622 56939 D R HORTON INC 4107 8456 STARBUCKS CORP 621 15570 BERKSHIRE HATHAWAY INC 4722 22374 BLACKROCK INC 3229 15746 GALLAGHER ARTHUR J & CO 7745 10891 S&P GLOBAL INC 5422 18286 CENCORA INC 7944 12166 JOHNSON & JOHNSON 4421 11547 RESMED INC 6858 11868 THERMO FISHER SCIENTIFIC INC 1633 26544 UNITEDHEALTH GROUP INC 9624 20370 ALPHABET INC CL C 4959 33016 AMPHENOL CORP CL A 2163 24657 APPLE INC 860 22747 MASTERCARD INC CL A 3959 22499 MICROSOFT CORP 14825 22348 ZEBRA TECHNOLOGIES CORP CL A 6339 10195 ACCENTURE PLC 1442 18508 ASML HOLDING N.V. 14486 21477 BHP GROUP LTD 19562 18269 HDFC BANK LTD 5752 7398 TAIWAN SEMICONDUCTOR MANUFACTU 917 23464 UNILEVER PLC 7159 9623 ISHARES CORE S & P 500 ETF 190748 369380 ISHARES CORE S&P MID-CAP ETF 25493 29260 ISHARES EMERGING MARKETS EQUITY FACTOR ETF 43989 46670 ISHARES SELECT DIVIDEND ETF 43598 48392 VIRTUS KAR SMALL-CAP CORE FUND 46730 59184 ISHARES CORE MSCI EAFE ETF 97463 119856 TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN FUND AT COST 17374 27248 MN FILING FEE 25 0 25 INVESTMENT FEES - ADR FEES 27 27 0 WELLS FARGO - INVESTMENT MANAGEMENT 5401 5401 0 FOREIGN TAXES 184 184 0 FEDERAL TAXES 3204 0 0