2025-10-09T12:57:41-05:00 2024-12-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990PF 2024-01-01 943355399 THE JOSEPH KEITH BURGESS FOUNDATION JOSE 5597903268 PO BOX 73344 PHOENIX AZ 85050 JAMES SLAUGHTER SECRETARY 5597903268 2025-10-01 1 1 KELLY L MELTZER CPA P00633511 5203214600 2025-10-01 2024 2025-03-06 01:10:19Z X 2843691 X X 46 46 46145 46145 24415 207338 24415 70606 70606 0 0 0 4000 2000 2000 26371 26371 0 3119 0 0 2525 0 2525 36015 28371 4525 100500 100500 136515 28371 105025 -65909 42235 8124 28980 28980 105378 106787 106787 2325990 2707924 2707924 2439492 2843691 2843691 0 0 X 0 0 0 0 2439492 2843691 2439492 2843691 2439492 2843691 2439492 -65909 470108 2843691 0 2843691 315 ISHARES GLOBAL 2021-02-18 2024-06-28 50629 50677 -48 -48 200 NIKE 2021-02-22 2024-06-28 15061 27306 -12245 -12245 310 SPDR S&P RETAIL ETF 2021-02-09 2024-08-01 23702 25670 -1968 -1968 200 SONY GROUP CORP ADR 2021-02-23 2024-09-25 19181 21045 -1864 -1864 180 BLACKSTONE 2021-05-05 2024-12-04 33320 15916 17404 17404 310 BNY MELLON US LARGE CORP 2021-02-18 2024-12-04 35954 23042 12912 12912 245 GOLDMAN SACHS ACTVBET 2021-03-01 2024-12-04 29491 19267 10224 10224 24415 587 0 587 0 587 1560 0 0 0 1560 0 973 973 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JAMES SLAUGHTER 6029301356 PO BOX 73344 PHOENIX AZ 85050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN BURGESS PO BOX 73344 PHOENIX AZ 85050 PRESIDENT 2.00 0 0 0 JAMES SLAUGHTER PO BOX 73344 PHOENIX AZ 85050 SECRETARY 4.00 0 0 0 NONE 0 NONE 0 0 2674820 21082 0 2695902 0 0 2695902 40439 2655463 132773 132773 587 587 132186 0 132186 0 132186 105025 0 105025 132186 0 0 30751 30751 105025 0 0 0 105025 0 27161 27161 3590 0 0 0 0 0 0 0 3590 3590 X CENTRAL HIGH SCHOOL 4525 N CENTRAL AVE PHOENIX AZ 85012 GOV EDUCATION 18000 FRESNO SKATEBOARD SALVAGE 575 E LOCUST AVE STE 102 FRESNO CA 93711 PC INVOLVE KIDS INTO SKATEBOARDING 10000 HOHOKAM ELEMENTARY PTO 8451 E OAK ST SCOTTSDALE AZ 85257 PC EDUCATION 16500 LILLY'S VOICE 185 W HALPIN STREET MERIDIAN ID 83646 PC IPADS WITH AN APPLICATION THAT ALLOWS NON-VERBAL PEOPLE TO COMMUNICATE 30000 MOM'S PANTRY 13440 N CAVE CREEK RD PHOENIX AZ 85022 PC PROVIDES FOOD AND HYGIENE ITEMS FOR THOSE IN NEED 5000 SOCIETY OF ST VINCENT DE PAUL - ST JOSEPH CONFERENCE 11001 N 40TH STREET PHOENIX AZ 85028 PC FOOD, CLOTHING, BASIC LIVING NECESSITIES AND FINANCIAL ASSISTANCE TO PEOPLE IN NEED 10000 ST JUDE 501 ST JUDE PLACE MEMPHIS TN 38105 PC PROVIDES VERY SICK CHILDREN WITH FREE MEDICAL CARE 6000 CENTRAL UNIFIED SCHOOL DISTRICT 5652 W GETTYSBURG FRESNO CA 93722 GOV EDUCATION 5000 100500 0 14 46 14 46145 18 24415 0 70606 0 70606 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4000 2000 2000 THE FOUNDATION IS MAKING THE ELECTION TO APPLY CURRENT YEAR QUALIFYING DISTRIBUTIONS TO THE 2020 UNDISTRIBUTED AMOUNT OF $2,379 AND THE 2021 UNDISTRIBUTED AMOUNT OF $94,748 PRIOR TO APPLYING CURRENT YEAR QUALIFYING DISTRIBUTIONS TO THE CURRENT YEAR DISTRIBUTABLE AMOUNT. ALPHABET INC 94650 94650 ALPHABET INC 95220 95220 AMAZON.COM INC 70205 70205 APPLE INC 97664 97664 BERKSHIRE HATHAWAY 92922 92922 BLACKSTONE INC 68968 68968 BNY MELLON US LARGE CAP 112060 112060 CARLYLE GROUP INC 65637 65637 CARLYLE TACTICAL PRIVATE 132325 132325 COMMUNICAT SVS SLCT SEC 67767 67767 COSTCO WHOLESALE CO 91627 91627 DEERE & CO 59318 59318 GOLDMAN SACHS ACTVBETA 115180 115180 GOLDMAN SACHS GROUP 88756 88756 HOME DEPOT INC 58349 58349 ILLINOIS TOOL WORKS 60854 60854 INVSC DIVIDEND ACHIEVERS 68790 68790 ISHARES MSCI USA VALUE 50693 50693 JPMORGAN ACTIVE GROWTH 25119 25119 JPMORGAN CARBON 15922 15922 JPMORGAN DIVRSIFD RTRN 65043 65043 JPMORGAN EQUITY FOCUS 24831 24831 JPMORGAN U.S. QUALITY 78460 78460 JPMORGAN U.S. VALUE 60480 60480 LINDE PLC 66987 66987 MASTERCARD INC 73720 73720 MICROSOFT CORP 88515 88515 NVIDIA CORP 67145 67145 S&P GLOBAL INC 72214 72214 SONY GROUP CORP 31740 31740 SPDR FUND CONSUMER 67305 67305 SPDR S AND P 500 ESG 70600 70600 SPDR S&P 500 VALUE ETF 61368 61368 SPDR S&P SEMICONDUCTOR 24845 24845 SPDR S&P SOFTWARE 64245 64245 UNITED RENTALS INC 105666 105666 VISA INC 75850 75850 WISDOMTREE US QLT DIV 76884 76884 LICENSES AND FEES 75 0 75 OFFICE SUPPLIES 2450 0 2450 UNREALIZED GAIN ON SECURITIES 470108 INVESTMENT FEES 26371 26371 0 FEDERAL TAXES 3119 0 0