2024-06-13T07:55:24-07:00 2023-12-31 LEONARD BOSS 11020 RACKHURST AVE LAS VEGAS NV 89134 990PF 2023-01-01 256657059 RICHARD E FOX CHARITABLE FOUNDATION RICH 1995 EAST COALTON RD APT 4 LOUISVILLE CO 80027 LEONARD BOSS TRUSTEE 7029949667 2024-04-02 LEONARD BOSS XXX-XX-XXXX true LEONARD BOSS P00227012 7029949667 2024-04-02 2023 2023-04-26 12:10:37Z X 830147 X X 26684 26684 26684 -10129 268186 16555 26684 26684 48700 48700 48700 2000 2000 2000 3392 3392 3392 9581 9581 9581 63673 63673 63673 0 70000 0 133673 63673 63673 0 -117118 0 65558 41399 41399 779771 688812 788748 845329 730211 830147 0 X 845329 728211 845329 728211 845329 728211 845329 -117118 728211 728211 STOCKS AND BONDS P 2023-12-31 268186 278315 -10129 -10129 -10129 0 false false false false false false false false true true false false false false false MICHAEL PIVARNIK 9708465136 1995 EAST COALTON RD APT 4 102 LOUISVILLE CO 80027 false false false false false false false false false false false false false false false false false false false false false LEONARD BOSS 11020 RACKHURST AVE LAS VEGAS NV 89134 TRUSTEE 1 2540 MICHAEL PIVARNIK 1995 E COALTON RD APT 4 LOUISVILLE CO 80027 TRUSTEE 5 38540 WAYNE KABLACK 628 OAK ST INDIANA PA 15701 TRUSTEE 1 2540 JOSEPH KOLTER 4484 SOUTH BURMA CT GILBERT AZ 85297 TRUSTEE 1 2540 JASON KOLTER 18714 SE 45TH ST ISSAQUAH WA 98027 TRUSTEE 1 2540 NONE NONE NONE 825000 21000 0 846000 846000 12690 833310 41666 41666 41666 41666 41666 0 41666 36316 16331 9552 62199 41666 41666 20533 0 20533 10981 9552 X X FUND FOR AMERICAN STUDI 1706 NEW HAMPSHIRE AVE WASHINGTON DC 20009 EXEMPT EDUCATION 5000 AMERICAN INSTITUTE FOR 250 DIVISION ST BOX 100 GREAT BARRINGT MA 01230 EXEMPT EDUCATION 5000 MANHATTAN INSTITUTE 52 VANDERBILT AVE NEW YORK NY 10017 EXEMPT EDUCATION 5000 GROVE CITY COLLOEGE 100 CAMPUS DR GROVE CITY PA 16127 EXEMPT EDUCATION 5000 ACTON INSTITUTE 98 E FULTON ST GRAND RAPIDS MI 49503 EXEMPT EDUCATION 5000 VON MISES INSTITUTE 518 W MAGNOLIA AVE AUBURN AL 36832 EXEMPT EDUCATION 5000 STUDENTS FOR LIBERTY 1750 TYSONS BLVD MC LEAN VA 22102 EXEMPT EDUCATION 10000 HILLSDALE COLLEGE 33E COLLEGE DR HILLSDALE MI 49242 EXEMPT EDUCATION 10000 FOUNDATION FOR ECONOMIC 1776 PEACHTREE ST NW ATLANTA GA 30309 EXEMPT EDUCATION 10000 THE FUTURE OF FREEDOM F 11350 RANDOM HILL DR FAIRFAX VA 22030 EXEMPT EDUCATION 5000 65000 900001 26684 900001 -10129 16555 16555 false false false false false false false false false false STOCKS AND BONDS 2022-01 PURCHASE 2023-12 268186 278315 FIFO AMG GW & K SC CORE 1 14582 16089 BAIRD AGGRESSIVE BOND FUND 39302 39696 BROWN ADV SUBSTANIBLE GR INS 33052 44445 DODGE & COX INCOME FUND 132272 121230 DOUBLELINE FLEXIBLE INC 26515 24739 HARDING LOUVNER PORTFOLIO FUND 18830 15849 ISHARES S&P 500 INDEX FUND 130889 197833 ISHARES RUSSELL 2000 EFT 25573 20874 ISHARES CORE MSCI EAFE EFT 79286 89907 ISHARES MSCI USA QUALITY FACTOR EFT 30215 32959 MFS VALUE FUND 28536 42049 PRINCIPAL MID CAP 19980 29394 TCW EMERGING MARKETS INCOME 16166 12172 VANGUARD MIDCAP INDEX #5859 26081 28838 VANGUARD TOTAL BD MKT INDEX 39829 40134 WISDOMTREE US QUALITY DIVI 27704 32540