2024-11-14T16:15:46-08:00 2023-12-31 860975987 PACKARD APPLEBY & ROGERS PC 2158 N Gilbert Rd Suite 117 Mesa AZ 85203 990PF 2023-01-01 208112510 THOMAS J BEATSON JR FOUNDATION INC THOM 4808343550 2158 N GILBERT ROAD SUITE 117 MESA AZ 85203 ROBERT L PACKARD President 2024-11-14 true true ROBERT L PACKARDCPA P00161106 4808343550 2023 2024-10-15 13:58:12Z X 48750483 X X 1266866 1266866 1406016 26194865 1406016 2672882 2672882 229800 34470 114900 11985 2996 1199 347611 328611 19000 34503 19503 9427 719 634045 385580 135099 1882950 1882950 2516995 385580 2018049 155887 2287302 2113855 1330770 1330770 698451 2372151 2392525 17465796 20311431 23732994 2423323 5768951 5700800 19757613 12831622 15593394 42459038 42614925 48750483 0 X 42459038 42614925 42459038 42614925 42459038 42614925 42459038 155887 42614925 42614925 PUBLICLY TRADED SECURITIES P 26193393 24788849 1404544 1404544 Capital Gain Dividends 1472 1406016 1404544 31793 31793 31793 32528 10000 42528 X 144 10591 10591 false false false false false false false true true AZ false false false false false true N/A ROBERT L PACKARD 4808343550 2158 N GILBERT ROAD SUITE 117 MESA AZ 85203 false false false false false false false false false false false false false false false false false false false false false false JAMES G LECHEMINANT 2426 E IVY ST MESA AZ 85213 Director 7.00 69000 ROBERT L PACKARD 664 W ESTRELLA DRIVE GILBERT AZ 85233 President 7.00 80400 BRENT D ELLSWORTH 4445 E HOLMES AVE SUITE 106 MESA AZ 85206 VP/SECRETARY 7.00 80400 NONE NONE 44489251 2318587 0 46807838 0 46807838 702118 46105720 2305286 2305286 31793 31793 2273493 2273493 2273493 2018049 2018049 2273493 361982 361982 2018049 0 2018049 255444 255444 106538 0 106538 106538 X JOSLIN DIABETES CENTER ONE JOSLIN PLACE BOSTON MA 02215 PC DIABETES RESEARCH 870000 PHOENIX CHILDREN'S HOSPITAL FOUNDAT 2929 E CAMELBACK RD 122 PHOENIX AZ 85016 PC SUPPORT THE HIGH RISK TYPE I DIABETES PROGRAM 270450 UNIVERSITY OF COLORADO DENVER 13001 E 17TH PLACE ROOM W1124 AURORA CO 80045 PC DIABETES RESEARCH 110000 LUNDQUIST INSTITUTE - UCLA MEDICAL 1124 W CARSON ST TORRANCE CA 90502 PC DIABETES RESEARCH 110000 WASHINGTON UNIVERSITY 660 SOUTH EUCLID AVENUE ST LOUIS MO 63130 PC DIABETES RESEARCH 110000 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 PC DIABETES RESEARCH 137500 ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVENUE BRONX NY 10461 PC DIABETES RESEARCH 137500 UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 2ND AVE SOUTH BIRMINGTON AL 35294 PC DIABETES RESEARCH 137500 1882950 14 1266866 18 1406016 2672882 2672882 false false false false false false false false false false PACKARD, APPLEBY & ROGERS, P.C. 11985 2996 0 1199 NOT REQUIRED IN ARIZONA MERRILL LYNCH A/C #412-03276 398446 371508 MERRILL LYNCH A/C #412-03277 2068882 1955171 CHARLES SCHWAB A/C #3089-3602 3301623 3374121 MERRILL LYNCH A/C #412-02469 MERRILL LYNCH A/C #412-03270 3175716 3086745 MERRILL LYNCH A/C #412-03271 2030980 3188726 MERRILL LYNCH A/C #412-03272 954948 1137031 MERRILL LYNCH A/C #412-03273 317354 372251 MERRILL LYNCH A/C #412-03274 806427 1025024 MERRILL LYNCH A/C #412-03275 843786 960023 AMERITRADE A/C #960-182172 CHARLES SCHWAB A/C #2409-2019 12182220 13963194 2372151 2392525 MERRILL LYNCH A/C #412-02469 AT COST 11609392 14610472 MERRILL LYNCH A/C #412-03276 AT COST 1188745 948330 AMERITRADE A/C #960-182172 AT COST AMERITRADE A/C #960-182172 AT COST MERRILL LYNCH A/C #412-03273 AT COST 33485 34592 AZ CORPORATION COMMISSION FEE 10 BANK FEES 109 WEBSITE DESIGN 600 ADVISORY BOARD 19000 0 0 19000 INVESTMENT ADVISORY FEES 328611 328611 0 0 ESTIMATED TAX PAYMENTS 15000 FOREIGN TAXES PAID 19503 19503