2024-11-15T12:58:03-05:00 2023-12-31 832854302 SKINNER CLOUSE GROUP PLLC 2129 E WARNER RD STE 101 TEMPE AZ 85284 990PF 2023-01-01 456795510 THE PITRE FAMILY FOUNDATION PITR 4802514094 7181 E CAMELBACK RD 1302 SCOTTSDALE AZ 85251 SARAH SVORINIC SCHALL TRUSTEE 4802514094 2024-11-14 true false TYSON WEEKES P01025114 4803983898 2024-11-14 2023 2024-10-15 13:58:12Z X 44273533 X X 44101 44101 985405 985405 7234140 13635485 7234140 8263646 8263646 20585 20585 695275 695275 4034 4034 719894 719894 0 2110000 2110000 2829894 719894 2110000 5433752 7543752 187542 1188874 1188874 3307280 38355124 33085006 33085006 9999653 9999653 41849946 44273533 44273533 0 X 43584448 40574283 -1734502 3699250 41849946 44273533 41849946 44273533 41849946 5433752 47283698 3010165 44273533 SHORT TERM - COVERED P 2023-01-11 2023-11-30 1695558 1626370 69188 69188 SHORT TERM - WASH P 2023-01-11 2023-11-30 50475 -50475 -50475 LONG TERM - COVERED P 2015-09-22 2023-11-02 5987671 2794107 3193564 3193564 LONG TERM - NOT COVERED SEE ATTACHED P 2010-05-07 2023-08-10 5952256 1930393 4021863 4021863 7234140 18713 104858 104858 104858 60704 60704 X 949 45103 false false false false false false false true true AZ false false false false true N/A SARAH SVORINIC SCHALL 4802514094 9493 E DESERT PARK DRIVE SCOTTSDALE AZ 85255 false false false false false false false false true false false false false false false false false false false false false SARAH SVORINIC SCHALL 9493 E DESERT PARK DRIVE SCOTTSDALE AZ 85255 TRUSTEE 1.00 0 0 0 DOMINIC SVORINIC 9493 E DESERT PARK DRIVE SCOTTSDALE AZ 85255 TRUSTEE 1.00 0 0 0 NONE LEGACY CAPITAL MANAGMENT INC 9493 E DESERT PARK DRIVE SCOTTSDALE AZ 85255 INVSTMNT MANAGE 637326 N/A 41529933 433277 0 41963210 41963210 629448 41333762 2066688 2066688 104858 104858 1961830 1961830 1961830 2110000 2110000 1961830 8968 8968 2110000 1961830 148170 157138 0 157138 8968 148170 X CYSTIC FIBROSIS 2777 E CAMELBACK RD PHOENIX AZ 85016 N/A N/A RESEARCH AND SUPPORT 5000 FOREST HIGHLANDS FOUNDATION 2425 WILLIAM PALMER FLAGSTAFF AZ 86005 N/A N/A ENVIROMENTAL CONSERVATION 5000 NOTRE DAME PREPARATORY 9701 E BELL RD SCOTTSDALE AZ 85260 N/A N/A EDUCATION AND ACADEMIC PROGRAMS 500000 SOCIETY OF ST VINCENT DEPAUL PO BOX 13600 PHOENIX AZ 85002 N/A N/A ASSISTANCE AND COMMUNITY SUPPORT 1500000 OUR LADY OF PERPETUAL HELP 7655 E MAIN STREET SCOTTSDALE AZ 85251 N/A N/A RELIGIOUS AND SPIRITUAL SUPPORT 25000 SAN FRANCISCO DE ASIS CHURCH 1600 HISTORIC RTE 66 FLAGSTAFF AZ 86001 N/A N/A RELIGIOUS AND SPIRITUAL SUPPORT 25000 ST JOHN PAUL II HIGH SCHOOL 3120 N 137TH AVE AVONDALE AZ 85392 N/A N/A EDUCATION AND ACADEMIC PROGRAMS 50000 2110000 14 44101 14 985405 25 7234140 8263646 8263646 false false false false false false false false false false ACCOUNTING FEES 20585 20585 SARAH SVORINIC SCHALL TRUSTEE PROVIDES ADMINISTRATIVE AND INVESTMENT SERVICES AS AN EMPLOYEE OF LEGACY CAPITAL MANAGEMENT, INC., A RELATED ENTITY. THE TRUSTEE'S BASE COMPENSATION IN THE RELATED ENTITY IS 120,000 PER YEAR WITH NO BONUS INCOME. DOMINIC SVORINIC TRUSTEE PROVIDES ADMINISTRATIVE AND INVESTMENT SERVICES AS AN EMPLOYEE OF LEGACY CAPITAL MANAGEMENT, INC., A RELATED ENTITY. THE TRUSTEE'S BASE COMPENSATION IN THE RELATED ENTITY IS 150,000 PER YEAR. LEGACY CAPITAL MANAGMENT INC INVESTMENT MANAGEMENT SCHWAB VALUE ADV. SNAXX 1005342 1005342 ALPHABET INC 1338835 1338835 AMAZON.COM INC AMER ELECTRIC PWR CO 527930 527930 AMERICAN EXPRESS CO 1423784 1423784 APPLE INC 3658070 3658070 BANK AMERICA CORP 639730 639730 BERKSHIRE HATHAWAY 1497972 1497972 BRISTOL-MYERS SWUIBB 769650 769650 BROADCOM INC 781375 781375 CHEVRON CORP 596640 596640 CISCO SYSTEMS INC 606240 606240 CITIGROUP INC 565840 565840 COSTCO WHOLESALE CO 660080 660080 EMERSON ELECTRIC CO 583980 583980 EXXON MOBIL CORP 599880 599880 FORD MOTOR CO 560740 560740 GENERAL MOTORS CO 718400 718400 GOLDMAN SACHS GROUP 617232 617232 HOME DEPOT INC 1386200 1386200 IBM CORP 408875 408875 INTEL CORP 452250 452250 JOHNSON & JOHNSON 783700 783700 JP MORGAN CHASE & CO 1105650 1105650 KIMBERLY CLARK CORP 486040 486040 LOCKHEED MARTIN CORP 362592 362592 MASTERCARD INC 511812 511812 MERCK & CO. INC. 872160 872160 META PLATFORMS INC MICROSOFT CORP 2707488 2707488 NEXTERA ENERGY INC 728880 728880 ORGANON & CO PEPSICO INC 679360 679360 PFIZER INC 604590 604590 PHILLIPS 66 532560 532560 PROCTER & GAMBLE 732700 732700 THE COCA-COLA CO 589300 589300 UNITEDHEALTH GRP INC 631764 631764 VERIZON COMMUNICATN 565500 565500 VISA INC 650875 650875 WALMART INC 504480 504480 WALT DISNEY CO 270870 270870 ISHARES US REAL ESTATE 365640 365640 ATLAS KIERLAND INVESTMENT FMV 9999653 9999653 CHANGE IN VALUE OF INVESTMENTS 2965782 INCOME REINVESTED 44383 INVESTMENT FEES 347 347 MANAGEMENT FEES 57602 57602 LEGACY MANAGEMENT EXPENSE 637326 637326