2024-11-06T10:33:23-06:00 2023-12-31 910189318 MOSS ADAMS LLP 255 E RIVER PARK CIRCLE STE 220 FRESNO CA 93720 990PF 2023-01-01 464272631 CARL AND LULU MITCHELL FAMILY FOUNDATION CARL 5596969648 P O BOX 1631 CLOVIS CA 93613 CARL MITCHELL PRESIDENT 5596969648 2024-11-04 1 1 MICHAEL S HOLTERMANN P01489072 5593895700 2024-11-05 2023 2024-10-15 13:58:12Z X 10917036 X 9660 275832 275832 139424 139424 99591 287492 99591 3264 3264 527771 518111 0 0 0 5557 2778 2779 3950 1975 1975 1 1 0 5000 2549 0 4811 2759 2052 19319 10062 6806 439500 439500 458819 10062 446306 68952 508049 3153409 1277496 1277496 3750000 5758762 5764013 3193220 3227417 3875527 92146 0 0 10188775 10263675 10917036 41067 41067 41067 41067 X 0 0 0 0 10147708 10222608 10147708 10222608 10188775 10263675 10147708 68952 5948 10222608 0 10222608 BROOKFIELD INFRASTRUCTURE CORP P 2020-01-01 2023-05-02 20170 11860 8310 8310 BROOKFIELD INFRASTRUCTURE PARTNERS P 2020-01-01 2023-05-02 152344 99400 52944 52944 VANGUARD SPECIALIZED FUNDS P 2020-01-01 2023-03-10 80997 76641 4356 4356 RBC CAPITAL - CAPITAL GAIN DISTRIBUTION P 2020-01-01 2023-12-31 33981 33981 33981 99591 7062 0 7062 0 7062 6843 0 7500 0 14343 0 7281 7281 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CARL MITCHELL 5596969648 P O BOX 1631 CLOVIS CA 93613 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARLO MITCHELL PO BOX 1631 CLOVIS CA 93613 PRESIDENT 1.00 0 0 0 ERLINDA MITCHELL PO BOX 1631 CLOVIS CA 93613 SEC/TREASURER 1.00 0 0 0 JULIE NOVIELLI 13460 E JEFFERSON AVE DEL REY CA 93616 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 9013874 1749960 0 10763834 0 0 10763834 161458 10602376 530119 530119 7062 7062 523057 0 523057 0 523057 446306 0 446306 523057 363008 0 0 446306 363008 0 0 83298 0 0 0 0 0 0 0 0 439759 0 0 0 CARL MITCHELL PO BOX 1631 CLOVIS CA 93613 5596969648 LETTER NONE NONE GRACEBOUND PO BOX 3193 CLOVIS CA 93613 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 2000 BREAK THE BARRIERS 8555 N CEDAR AVE FRESNO CA 93720 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 25000 COMMUNITY MEDICAL FOUNDATION 1530 E SHAW AVE SUITE 106 FRESNO CA 93710 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 100000 FRESNO CENTRAL SDA CHURCH 2980 E YALE AVE FRESNO CA 93703 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 2500 MARJAREE MASON CENTER 1600 M ST FRESNO CA 93721 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 100000 VALLEY CHILDREN'S HEALTHCARE FOUNDATION 9300 VALLEY CHILDRENS PL MADERA CA 93636 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 100000 SPECIAL OLYMPICS NORTHERN CA 3480 BUSKIRK AVE SUITE 340 PLEASANT HILL CA 94523 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 10000 3 ANGELS BROADCASTING NETWORK PO BOX 220 WEST FRANKFORT IL 62896 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 100000 439500 0 14 275832 14 139424 14 3264 14 99591 0 518111 0 518111 0 0 0 0 0 0 0 0 0 0 X X 1 CARLO MITCHELL PO BOX 1631 CLOVIS CA 93613 9660 X ACCOUNTING FEES 3950 1975 1975 VANGUARD INTL EQUITY INDEX FUND 176739 308640 TOUCHSTONE FDS GROUP TR 193194 192553 THORNBURG INVESTMENT INCOME 1343312 1488085 MUTUAL FD SER 133297 166547 MFS SER TR X INTL VALUE 253272 250365 VIRTUS INVT TR 500052 432268 LAMAR ADVERTISING CO 97022 212560 ISHARES S&P 500 VALUE ETF 104722 173890 INVESCO EXCHANGE 84212 84820 HANNON ARMSTRONG 34277 193060 COHEN & STEERS INFRASTRUCTURE 91546 84960 JPMORGAN TR I 158780 236469 BRISTOL MEYERS SQUIBB 56992 51310 5758762 5764013 0 0 LEGAL FEES 5557 2778 2779 BROOKFIELD K-1 708 708 0 INSURANCE EXPENSE 4103 2051 2052 RBC CAPITAL 3264 3264 3264 CUMULATIVE STOCK BASIS ADJUSTMENTS 5948 BROKER FEES 1 1 0 FOREIGN TAXES PAID 0 2549 0 FEDERAL INCOME TAXES 5000 0 0