2024-10-28T12:25:31-05:00 2023-11-30 455297192 RYAN GUNSAULS & O'DONNELL LLC 5590 E YALE AVE SUITE 201 DENVER CO 80222 990PF 2022-12-01 841443222 THE ROD N MCDONALD FAMILY FOUNDATION RODN 3037774044 PO BOX 4593 GREENWOOD VILLAGE CO 80155 ROD N MCDONALD PRESIDENT 3037774044 2024-10-25 1 0 DOUGLAS A BARR CPA P00474175 3037585558 2024-10-25 2022 2024-10-15 13:58:12Z X 755284 X X 83 83 26533 26533 2979 247181 2979 29595 29595 0 0 0 1585 792 793 4119 4119 0 1017 1017 0 6721 5928 793 23900 23900 30621 5928 24693 -1026 23667 1 1 19942 45649 45649 450732 459310 558618 193713 162058 151016 664387 667018 755284 0 0 X 0 0 0 0 664387 667018 664387 667018 664387 667018 664387 -1026 3657 667018 0 667018 BLACKROCK MULTI ASSET INCOME 2016-04-16 2023-03-22 66878 74932 -8054 -8054 GOLDMAN SACHS INCOME BUILDER INSTL 2017-06-01 2023-03-22 67666 66389 1277 1277 GOLDMAN SACHS US EQUITY DIV & PREM INTSL 2017-06-01 2023-09-20 82603 71226 11377 11377 VANGUARD INTERMEDIATE TERM CORP BOND ETF 2022-05-23 2023-11-16 30034 31655 -1621 -1621 2979 329 0 329 0 329 0 0 0 0 0 0 329 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A ROD N MCDONALD 3032217254 P O BOX 4593 GREENWOOD VILLAGE CO 80155 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RODERICK N MCDONALD P O BOX 4593 GREENWOOD VILLAGE CO 80155 PRESIDENT 0.50 0 0 0 JANICE M MCDONALD P O BOX 4593 GREENWOOD VILLAGE CO 80155 SEC/TREAS 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 745063 7841 0 752904 0 0 752904 11294 741610 37081 37081 329 329 36752 0 36752 0 36752 24693 0 24693 36752 0 0 331 4181 4923 9435 24693 0 0 0 24693 0 9435 9435 0 0 0 0 0 2624 0 0 0 RODERICK N MCDONALD RODERICK N MCDONALD JANICE M MCDONALD X BROTHER WOLF PO BOX 8195 ASHEVILLE NC 28814 NONE 501(C)3 CHARITABLE 300 CANINE COMPANIONS FOR INDEPENDENCE PO BOX 446 SANTA ROSA CA 95402 NONE 501(C)3 CHARITABLE 6000 CHALLENGED ATHLETES FOUNDATION P O BOX 910769 SAN DIEGO CA 92191 NONE 501(C)3 CHARITABLE 1000 DENVER DUMB FRIENDS LEAGUE 2080 S QUEBEC ST DENVER CO 80231 NONE 501(C)3 CHARITABLE 500 DESERT COMMUNITY FOUNDATION 75-105 MERLE ST STE 300 PALM DESERT CA 92211 NONE 501(C)3 CHARITABLE 1500 EISENHOWER MEDICAL CTR FOUNDATION 3900 BOB HOPE DR RANCHO MIRAGE CA 92270 NONE 501(C)3 CHARITABLE 2000 NATIONAL ALLIANCE ON MENTAL HEALTH PO BOX 49104 BALTIMORE MD 21297 NONE 501(C)3 CHARITABLE 500 NATIONAL MS SOCIETY PO BOX 4594 NEW YORK NY 10163 NONE 501(C)3 CHARITABLE 1000 NOURISH MEALS ON WHEELS 92 E ARAPAHOE ROAD LITTLETON CO 80122 NONE 501(C)3 CHARITABLE 5900 SOLDIERS ORGANIZED SERVICES 57539 SANTA ROSA TRAIL LA QUINTA CA 92253 NONE 501(C)3 CHARITABLE 1000 WILD ANIMAL SANCTUARY 1946 COUNTY RD 53 KEENESBURG CO 80643 NONE 501(C)3 CHARITABLE 3000 WOUNDED WARRIOR PROJECT PO BOX 758541 TOPEKA KS 66675 NONE 501(C)3 CHARITABLE 500 HAYWOOD STREET CONGREGATION 297 HAYWOOD STREET ASHEVILLE NC 28801 NONE 501(C)3 CHARITABLE 400 COLBY'S CREW PO BOX 69922 CHARLOTTESVILLE VA 22906 NONE 501(C)3 CHARTIABLE 300 23900 0 14 83 14 26533 180000 2979 2979 26616 0 29595 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 1585 792 793 VANGUARD INTERMEDIATE TERM CORP BOHND 1194.00 61240 63265 VANGUARD TOTAL BOND MARKET 1228.49 100818 87751 VANGUARD DEVELOPED MARKETS 2115.00 79088 97205 VANGUARD HIGH DIVIDEND YIELD 1477.00 145475 213267 WISDOM TREE EMERGING MARKETS 1090.00 83643 82871 ISHARES SELECT DIVIDEND TOTAL 323.00 42927 53974 DFA INTL SM CO INSTAL 27190 27340 DFA US SM CAP VALUE INSTL 25336 27676 SPDR PORTFOLIO ST CORP BD EFT 21388 21511 VANGUARD INTERMEDIATE TERM TREASURY ETF 9255 9067 WISDOM TREE SM CAP DIV 25008 25707 MISC 3657 PROFESSIONAL ADVISORY FEES 4119 4119 0 FOREIGN TAXES PAID 718 718 0 FEDERAL TAX 299 299 0