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Village 10000 NUTRITIONFACTS ORG INC PO BOX 11400 TAKOMA PARK MD 20913 N/A PC General & Unrestricted 700 REMERGE OF OK COUNTY INC 823 N VILLA AVE OKLAHOMA CITY OK 73107 N/A PC General & Unrestricted 2500 RESCUE PINK INC 17802 MOUND RD APT 21110 CYPRESS TX 77433 N/A PC General & Unrestricted 80000 SANTA MARIA HOSTEL INC 2605 PARKER RD HOUSTON TX 77093 N/A PC General & Unrestricted 6500 SURFRIDER FOUNDATION PO BOX 73550 SAN CLEMENTE CA 92673 N/A PC Texas Coastal Bend Chapter 1000 WILLIAMSON COUNTY CHILDRENS ADVOCACY CENTER INC 1811 SE INNER LOOP GEORGETOWN TX 78626 N/A PC General & Unrestricted 10000 230000 14 70406 14 84988 18 5863 161257 161257 false false false false false false false false false false ABBVIE INC - 3.800% - 03/15/20 23595 23957 ABBVIE INC NOTE CALL MAKE WHOL 21618 21608 AMERICAN EXPRESS CO - 3.950% - 21698 21912 AMERICAN EXPRESS CO - 4.200% - 23742 23944 AMERICAN HONDA FIN - 1.500% - 22773 23974 AMGEN INC - 3.125% - 05/01/202 21216 21878 AON PLC NOTE - 3.875% - 12/15/ 23482 23819 ASTRAZENECA PLC NOTE - 3.375% 21453 21784 BANK NOVA SCOTIA - 5.450% - 06 22027 22068 BANK OF AMERICA CORP - 3.875% 31484 31842 BANK OF MONTREAL SER F - 1.850 20939 21795 BANK OF MONTREAL SER F MTN - 1 21311 21982 BANK OF NOVA SCOTIA NOTE - 2.2 21403 21944 CANADIAN IMPERIAL BANK - 3.945 22608 22910 CANADIAN IMPERIAL BK SR NTS - 22010 22956 CARMAX AUTO OWN TR 2021-4 - 1. 19127 19282 CITIGROUP - 3.700% - 01/12/202 21677 21779 CITIGROUP INC BND - 3.300% - 0 21213 21894 DISCOVER CARD EXE NT TR 2022-3 29755 29846 ENTERPRISE PROD - 3.750% - 02/ 21400 21968 FORD CR AUT OWN TR - 0.799% - 14371 14976 FORD CR AUTO - 0.700% - 10/15/ 13962 14875 FORD CREDIT AUTO 2023-B - 6.43 20420 20388 GENERAL MOT FIN CO INC NOTE M/ 21582 21931 GENERAL MOTORS - 6.050% - 10/1 13034 13112 GENERAL MOTORS FINANCIAL COMPA 9835 9971 GILEAD - 3.500% - 02/01/2025 21573 21970 GOLDMAN SACHS GROUP INC NOTE - 23765 23735 GOLDMAN SACHS GROUP INC NOTE - 21602 21920 HONDA AUTO REC - 1.140% - 06/2 18995 19730 JOHN DEERE OWNER TR SER 2022 C 19511 19703 JP MORGAN CHASE - 3.125% - 01/ 21590 21976 JPMORGAN CHASE & CO - 3.300% - 21764 21665 KINDER MORGAN - 4.300% - 06/01 23464 23945 LOWES COS INC NOTE CALL - 2.50 23402 23387 ORACLE CORP - 5.800% - 11/10/2 22263 22219 ORACLE CORP NOTE CALL MAKE WHO 5778 5785 PFIZER INVT - 4.650% - 05/19/2 21915 22009 PHILLIP MORRIS INTL - 2.750% - 23481 23484 ROYAL BANK OF CANADA - 1.600% 20838 21965 ROYAL BK CDA SUSTAINABL SER I 22906 23061 STATE STR CORP - 3.550% - 08/1 21549 21868 STATE STREET CORP - 2.650% - 0 3902 3902 SUMITOMO MITSUI FIN GRP - 3.78 21786 21774 TD BANK - 0.750% - 09/11/2025 20829 21415 TORONTO DOMINION BANK ONT - 1. 20865 20961 TOYOTA MOTOR CRE - 4.450% - 05 22053 21968 TOYOTA MTR CR CORP SER B NOTE 18652 18900 WELLS FARGO - 3.000% - 02/19/2 23560 23945 WELLS FARGO - 3.550% - 09/29/2 21804 21826 SPDR S&P 500 ETF TRUST 2567293 3364099 41648 41855 Administrative Fees 21456 21456 Bank Charges 75 75 Payroll Processing Fees 230 230 State or Local Filing Fees 25 25 Investment Management Services 2686 2686 990-PF Estimated Tax for 2024 2100 990-PF Excise Tax for 2023 988