2025-10-06T12:28:17-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 255 E RIVER PARK CIRCLE STE 220 FRESNO CA 93720 990PF 2024-01-01 464272631 CARL AND LULU MITCHELL FAMILY FOUNDATION CARL 5596969648 P O BOX 1631 CLOVIS CA 93613 CARL MITCHELL PRESIDENT 5596969648 2025-10-06 1 1 MICHAEL S HOLTERMANN P01489072 5593895700 2025-10-07 2024 2025-03-06 01:10:19Z X 10749847 X 7983 387527 387527 158979 158979 53013 2763013 53013 607502 599519 0 0 0 3880 1940 1940 4150 2075 2075 7500 5075 0 4103 2051 2052 19633 11141 6067 1037000 1037000 1056633 11141 1043067 -449131 588378 0 1277496 2076438 2076438 5758762 4362618 4363125 3227417 3378405 4310284 10263675 9817461 10749847 41067 41067 41067 41067 X 0 0 0 0 10222608 9776394 10222608 9776394 10263675 9817461 10222608 -449131 2917 9776394 0 9776394 BMO HARRIS BK NATL ASSN C/D P 2023-07-13 2024-01-29 200000 200000 0 0 BRADFORD NATL BK GREENVILLE C/D P 2023-07-25 2024-10-31 200000 200000 0 0 FINWISE BANK (UTAH) CD CLL P 2023-11-06 2024-11-15 200000 200000 0 0 FIRST BK HIGHLAND PK ILL CD P 2023-06-13 2024-12-23 220000 220000 0 0 FNB OXFORD BK OXFORD MS CD P 2023-07-31 2024-10-11 200000 200000 0 0 JPMORGAN CHASE BK N A C/D P 2023-02-16 2024-03-22 250000 250000 0 0 LEADER BK NATL ASSN CD CLL P 2024-04-26 2024-11-26 200000 200000 0 0 MORGAN STANLEY BK N A CD CLL P 2024-04-12 2024-10-29 240000 240000 0 0 NATIONAL BK COMM SUPERIOR WIS P 2023-07-05 2024-10-18 200000 200000 0 0 PACIFIC WESTERN BK BEVERLY C/D P 2023-03-14 2024-03-22 200000 200000 0 0 RBC CAPITAL - CAPITAL GAIN DISTRIBUTION P 2023-01-01 2024-12-31 53013 53013 53013 TEXAS EXCHANGE BK CROWLEY P 2023-08-10 2024-11-12 200000 200000 0 0 TOWNEBANK PORTSMOUTH VA P 2023-09-05 2024-01-17 200000 200000 0 0 WEBSTER FIVE CENTS SVGS BK MASS P 2023-09-13 2024-08-30 200000 200000 0 0 53013 8178 0 8178 0 8178 7281 0 10000 0 17281 0 9103 9103 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 9765281 1068969 0 10834250 0 0 10834250 162514 10671736 533587 533587 8178 8178 525409 0 525409 0 525409 1043067 0 1043067 525409 439759 0 0 1043067 439759 0 0 525409 77899 0 0 77899 0 0 0 0 0 0 0 77899 77899 CARL MITCHELL PO BOX 1631 CLOVIS CA 93613 5596969648 LETTER NONE NONE 3 ANGELS BROADCASTING NETWORK PO BOX 220 WEST FRANKFORT IL 62896 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 100000 CALIFORNIA 911 MEMORIAL 3485 NEVER FORGET LANE CLOVIS CA 93612 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 10000 COMMUNITY MEDICAL FOUNDATION 1530 E SHAW AVE SUITE 106 FRESNO CA 93710 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 100000 DOWN SYNDROME ASSOCIATION OF CENTRAL CALIFORNIA 1491 W SHAW AVE FRESNO CA 93711 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 10000 FRESNO CENTRAL SDA CHURCH 2980 E YALE AVE FRESNO CA 93703 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 3000 FRIENDS OF CLOVIS SENIOR ACTIVITY CENTER 850 4TH ST CLOVIS CA 93612 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 501000 GRACEBOUND PO BOX 3193 CLOVIS CA 93613 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 3000 MARJAREE MASON CENTER 1600 M ST FRESNO CA 93721 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 100000 POVERELLO HOUSE 412 F ST FRESNO CA 93706 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 VALLEY CHILDREN'S HEALTHCARE FOUNDATION 9300 VALLEY CHILDRENS PL MADERA CA 93636 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION 100000 1037000 0 14 387527 14 158979 14 53013 0 599519 0 599519 0 0 0 0 0 0 0 0 0 0 X X 1 CARLO MITCHELL PO BOX 1631 CLOVIS CA 93613 7983 X ACCOUNTING FEES 4150 2075 2075 BRISTOL MEYERS SQUIBB 56992 56560 COHEN & STEERS INFRASTRUCTURE 90315 96160 HANNON ARMSTRONG 33636 187810 INVESCO EXCHANGE 84212 96620 ISHARES S&P 500 VALUE ETF 104722 190880 JPMORGAN TR I 160203 278870 LAMAR ADVERTISING CO 97022 243480 MFS SER TR X INTL VALUE 279222 263799 MUTUAL FD SER 135738 164836 THORNBURG INVESTMENT INCOME 1431803 1683476 TOUCHSTONE FDS GROUP TR 206344 215286 VANGUARD INTL EQUITY INDEX FUND 176739 352440 VIRTUS INVT TR 521457 480067 4362618 4363125 0 0 LEGAL FEES 3880 1940 1940 INSURANCE EXPENSE 4103 2051 2052 CUMULATIVE STOCK BASIS ADJUSTMENTS 2917 FOREIGN TAXES PAID 0 5075 0 FEDERAL INCOME TAXES 7500 0 0