2024-05-15T10:03:31-05:00 2023-06-30 860751218 DAVID S CUTLER CPA PC 5995 E GRANT RD STE 200 TUCSON AZ 857122355 990PF 2022-07-01 272546709 MILTON & HARRIET SIOLES FAMILY FOUNDATION MILT 5208866981 6021 E NAUMANN DR PARADISE VALLEY AZ 85253 ELYSE SIOLES SECRETARY 5208866981 2024-05-14 1 ELYSE SIOLES XXX-XX-XXXX 0 DAVID S CUTLER CPA P01294794 5208866981 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 3056662 X X 2083 2083 62475 62475 437408 1416412 437408 501966 501966 0 0 0 22457 22457 0 1607 1607 0 78636 78636 0 102700 102700 0 200000 200000 302700 102700 200000 199266 399266 364652 47828 47828 2345550 2861640 3008834 2710202 2909468 3056662 0 0 X 2710202 2909468 2710202 2909468 2710202 2909468 2710202 199266 0 2909468 0 2909468 FWTB #8023 2023-06-30 439195 483875 -44680 -44680 FWTB #8080 2022-09-30 273534 228758 44776 44776 CHARLES SCHWAB #0172 2023-06-14 28617 27626 991 991 CHARLES SCHWAB #0172 2023-06-14 675066 262575 412491 412491 CAPITAL GAINS DISTRIBUTIONS P 23830 23830 437408 5550 0 5550 0 5550 0 0 0 0 0 81 5631 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A DAVID S CUTLER CPA PC 5208866981 5995 E GRANT RD STE 200 TUCSON AZ 85712 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELYSE C SIOLES 6021 E NAUMANN DRIVE PARADISE VALLEY AZ 85253 DIRECTOR/SECRETARY 0.50 0 0 0 ROBERT M SIOLES 12875 N 83RD PL SCOTTSDALE AZ 85260 DIRECTOR/TREASURER 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 0 2833979 247127 0 3081106 0 0 3081106 46217 3034889 151744 151744 5550 5550 146194 0 146194 0 146194 200000 0 200000 146194 171402 0 0 200000 171402 0 0 28598 0 0 0 0 0 0 0 0 117596 0 0 0 X MAYO CLINIC 13400 E SHEA BLVD SCOTTSDALE AZ 85259 PC MEDICAL 100000 PHOENIX CHILDREN'S HOSPITAL FOUNDATION 2929 E CAMELBACK RD STE122 PHOENIX AZ 85016 PC MEDICAL 100000 200000 0 14 2083 14 62475 18 413578 23830 0 478136 23830 501966 8 PROCEEDS WILL BE USED FOR CHARITABLE CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 22457 22457 0 N/A 0 STOCKS & INVESTMENTS FMV 2861640 3008834 INVESTMENT MANAGEMENT FEES 7638 7638 0 PORTFOLIO FEES 17329 17329 0 BOOKKEEPING 18270 18270 0 OFFICE EXPENSES 2863 2863 0 OFFICE SUPPLIES 2086 2086 0 TAX PREPARATION 13322 13322 0 RECORDKEEPING 17128 17128 0 FOREIGN TAX PAID 24 24 0 EXCISE TAXES 1583 1583 0