2026-06-02T16:15:27-04:00 2025-12-31 334166661 STRATEGIC VISION ADVISORY GROUP PLLC 343 FOUTCH DR COOKEVILLE TN 38501 990PF 2025-01-01 954603488 THE MARJORIE & EDWARD ILLIG FAMILY FOUNDATION MARJ 9313197654 3567 PINEWOOD DRIVE COOKEVILLE TN 38501 MICHAELA M BUSH PRESIDENT 9313197654 2026-04-14 LOU ALICE FUNK CPA P01207030 9315267041 2026-06-02 2025 2025-03-06 01:10:19Z X 2271085 X X 1852 1852 52233 52233 67742 990354 39782 121827 93867 2035 9624 9624 2919 1068 284 14862 10692 0 113300 113300 128162 10692 113300 -6335 83175 12305 18334 18334 691322 618406 626551 1336832 1416897 1626200 2040459 2053637 2271085 0 X 2040459 2053637 2040459 2053637 2040459 2053637 2040459 -6335 19513 2053637 2053637 39782 1156 1156 1156 1460 1460 304 304 false false false false false false false true true CA true false false false false true N/A MICHAELA M BUSH 9313197654 3567 PINEWOOD DR COOKEVILLE TN 38501 false false false false false false false false false false false false false false false false false false false false MICHAELA M BUSH 3567 PINEWOOD DR COOKEVILLE TN 38501 PRESIDENT 000.00 0 0 0 ADAM LIEBELT 444 E 4TH ST 605 ESCONDIDO CA 92025 VICE PRESIDE 000.00 0 0 0 MEGAN L LIEBELT 1935 WASHINGTON BLVD 1 PASADENA CA 91104 SECRETARY 000.00 0 0 0 ANNA M CLINE 6909 TUMBLING TRAIL FORT WORTH TX 76116 TREASURER & 000.00 0 0 0 RITA M LIEBELT 3540 FALLEN LEAF PLACE GLENDALE CA 91206 DIRECTOR 000.00 0 0 0 KATHERINE I SCHNEIDER 3832 SAN AUGUSTINE DRIVE GLENDALE CA 91206 DIRECTOR 000.00 0 0 0 JOHN E SCHNEIDER 3832 SAN AUGUSTINE DRIVE GLENDALE CA 91206 DIRECTOR 000.00 0 0 0 NONE NONE N/A 2163342 50895 0 2214237 2214237 33214 2181023 109051 109051 1156 1156 107895 107895 107895 113300 113300 107895 4367 918 4803 10088 113300 107895 5405 15493 0 4367 11126 918 4803 5405 X MICHAELA BUSH 3567 PINEWOOD DRIVE COOKEVILLE TN 38501 9313197654 ILLIGFAMILYFOUNDATION@GMAIL.COM PLEASE SEND LETTER OF REQUEST WITH A BRIEF CASE STATEMENT. OCTOBER 1 - OCTOBER 31 PRIMARILY CATHOLIC EDUCATIONAL AND WELFARE PROGRAMS. ORGANIZATION MUST BE A QUALIFIED IRC SECTION 501(C)(3) ORGANIZATION. GOOD SHEPHERD SHELTER CATHOLIC CHARITIES OF LOS ANGELES INC P O BOX 15095 LOS ANGELES CA 900150095 PC DOMESTIC VIOLENCE SHELTER 15000 SISTERS OF SOCIAL SERVICE 4316 LANAI ROAD ENCINO CA 91436 PC REGIS HOUSE YOUTH PROGRAM 15000 THOMAS AQUINAS COLLEGE 10000 OJAI ROAD SANTA PAULA CA 93060 PC EDUCATIONAL PROGRAMS 15000 MEND-MEET EACH NEED WITH DIGNITY 10641 N SAN FERNANDO ROAD PACOIMA CA 91331 PC SOCIAL WELFARE PROGRAMS 10000 ST THOMAS AQUINAS CHURCH 421 N WASHINGTON AVE COOKEVILLE TN 38501 PC YOUTH PROGRAMS 2800 CALIFORNIA MISSIONS FOUNDATION P O BOX 23035 SANTA BARBARA CA 93121 PC ALL ABOARD THE BUS 5000 DOMINICAN SISTES OF ST CECILIA 801 DOMINICAN DR NASHVILLE TN 372281909 PC CATHOLIC EDUCATION/MINISTRY 8000 DOMINICAN SISTERS OF MISSION SAN JO 43326 MISSION CIRCLE FREMONT CA 94539 PC ROSARY BUILDING 5000 CATHOLIC BIG BROTHERS AND SISTERS 1530 JAMES M WOOD LOS ANGELES CA 90015 PC MENTORING UNDERSERVED YOUTH 7500 PREP MINISTRY OF ARCHDIOCESE OF LA PO BOX 77850 LOS ANGELES CA 90007 PC INMATE CORRESONDENCE COURSE 10000 ST JOHN'S SEMINARY 5012 SEMINARY ROAD CAMARILLO CA 93012 PC GENERAL SUPPORT TO MINISTRY 2500 CARMELITE SISTERS OF MSH OF LA 920 EAST ALHAMBRA ROAD ALHAMBRA CA 91801 PC GENERAL SUPPORT 2500 EQUESTRIAN ORDER OF HOLY SEPULCHRE WESTERN USA LIEUTENANCY 555 W TEMPLE STREET LOS ANGELES CA 90012 PC HOLY LAND'S HUMANITARIAN FUND 10000 RACHEL'S VINEYARD OF BOWLING GREEN 1357 NEIL ROAD CHAPEL HILL TN 37034 PC SOCIAL WELFARE 5000 113300 1852 14 52233 14 66758 984 118991 2836 121827 false false false false false false false false false false INDIRECT ACCOUNTING FEES 2035 FIRST WESTERN TRUST PURCHASE 930630 903654 26976 FIRST WESTERN TRUST PURCHASE 19942 18958 984 POOLED EQUITY FUNDS 1100157 1310444 OTHER SECURITIES AND ETF 315756 315756 984 EXPENSES BANK FEES 60 LICENCES & REGISTRATIONS 97 SUPPLIES 127 BASIS ADJUSTMENT TO SECURITIES 19513 INVESTMENT MANAGEMENT FEES 9624 9624 FOREIGN TAX PAID 1068 1068 ESTIMATED PAYMENTS 1851