2025-04-23T16:48:58-05:00 2024-12-31 274279115 BD & ASSOCIATES CPAS PLLC 1671 W HORIZON RIDGE PKWY STE 220 HENDERSON NV 89012 990PF 2024-01-01 861966596 DDA FAMILY FOUNDATION DDAF 7029383048 11 SHADOW CREEK DR N LAS VEGAS NV 89081 D DIANE ANDERSON DIRECTOR 7029383048 2025-04-21 1 0 JONATHAN D WALKER CPA P02252319 7022022255 2025-04-21 2024 2025-03-06 01:10:19Z X 1334986 X X 28674 27875 23247 116915 23485 51921 51360 0 0 0 1250 0 1250 9648 9648 0 13 13 0 3313 716 0 52 0 52 14276 10377 1302 95338 95338 109614 10377 96640 -57693 40983 29147 9892 9892 1308488 1325094 1325094 1337635 1334986 1334986 0 0 X 0 0 0 0 1337635 1334986 1337635 1334986 1337635 1334986 1337635 -57693 55044 1334986 0 1334986 BRISTOL-MYERS SQUIBB CO 2023-02-13 2024-01-16 300 436 -136 -136 BRISTOL-MYERS SQUIBB CO 2023-02-13 2024-01-17 444 654 -210 -210 CDW CORP/DE 2024-06-27 2024-11-20 348 447 -99 -99 CDW CORP/DE 2024-06-28 2024-11-20 174 224 -50 -50 CME GROUP INC 2024-04-25 2024-09-24 216 214 2 2 COMCAST CORP 2023-02-13 2024-02-13 250 234 16 16 EVERSOURCE ENERGY 2023-02-13 2024-01-30 164 241 -77 -77 EVERSOURCE ENERGY 2023-02-13 2024-01-31 165 241 -76 -76 GRAIL INC 2023-10-04 2024-09-06 2 3 -1 -1 INTERNATIONAL BUSINESS MACHINES CORP 2023-12-08 2024-10-08 228 161 67 67 MERCK & CO INC 2024-01-16 2024-11-05 203 237 -34 -34 MICROSOFT CORP 2023-10-24 2024-03-26 423 331 92 92 MICROCHIP TECHNOLOGY INC 2023-02-13 2024-01-30 86 84 2 2 MICROCHIP TECHNOLOGY INC 2023-12-08 2024-01-30 172 172 0 0 NIKE CLASS B 2024-01-30 2024-07-16 73 73 0 0 NIKE CLASS B 2024-01-31 2024-07-16 73 73 0 0 UNITED PARCEL SERVICE INC 2024-01-30 2024-08-27 256 291 -35 -35 UNITED PARCEL SERVICE INC 2024-01-31 2024-08-27 128 144 -16 -16 VISA INC 2024-04-25 2024-09-24 277 276 1 1 EATON CORP PLC 2023-02-13 2024-01-30 251 174 77 77 EATON CORP PLC 2023-05-09 2024-04-26 321 171 150 150 TRANE TECH PUB LTD CO 2023-08-16 2024-01-30 258 204 54 54 ANTHEM INC 2023-02-13 2024-12-05 1184 1487 -303 -303 BECTON DICKINSON AND CO 2023-02-13 2024-08-27 474 496 -22 -22 BECTON DICKINSON AND CO 2023-02-13 2024-10-08 237 248 -11 -11 BLACKROCK GLOBAL 2021-08-17 2024-01-11 9165 10000 -835 -835 BLACKROCK GLOBAL 2021-08-20 2024-01-11 836 904 -68 -68 BROADCOM INC 2023-02-13 2024-10-22 537 179 358 358 BROADCOM INC 2023-02-13 2024-12-24 949 239 710 710 CONESTOGA SMALL CAP FUND 2021-08-25 2024-08-06 494 593 -99 -99 CONESTOGA SMALL CAP FUND 2021-10-13 2024-08-06 1664 2000 -336 -336 CONESTOGA SMALL CAP FUND 2021-11-02 2024-08-06 7841 10000 -2159 -2159 CONESTOGA SMALL CAP FUND 2021-08-20 2024-08-07 136 163 -27 -27 CONESTOGA SMALL CAP FUND 2021-08-25 2024-08-07 4864 5907 -1043 -1043 EOG RESOURCES INC 2023-02-13 2024-12-24 240 267 -27 -27 FACEBOOK INC 2022-02-14 2024-01-19 383 219 164 164 FACEBOOK INC 2022-02-14 2024-02-05 463 219 244 244 FACEBOOK INC 2022-02-14 2024-02-05 463 219 244 244 FACEBOOK INC 2022-02-14 2024-02-06 456 219 237 237 FACEBOOK INC 2022-02-14 2024-02-15 485 219 266 266 FACEBOOK INC 2022-02-14 2024-04-08 527 219 308 308 GRAIL INC 2022-02-14 2024-07-25 12 42 -30 -30 GRAIL INC 2022-02-14 2024-09-06 2 8 -6 -6 GRAIL INC 2022-05-09 2024-09-06 2 6 -4 -4 GRAIL INC 2023-01-10 2024-09-06 2 5 -3 -3 GRAIL INC 2023-06-28 2024-09-06 2 5 -3 -3 GRAIL INC 2023-07-28 2024-09-06 2 5 -3 -3 INTERNATIONAL BUSINESS MACHINES CORP 2023-02-13 2024-10-08 228 137 91 91 JP MORGAN CHASE & CO 2023-07-18 2024-09-24 212 154 58 58 KLA-TENCOR CORP 2023-02-13 2024-06-27 815 403 412 412 LAM RESH CORP 2023-02-13 2024-12-24 368 254 114 114 LAM RESH CORP 2023-02-13 2024-12-26 73 51 22 22 MERCK & CO INC 2023-02-13 2024-11-05 203 217 -14 -14 MERCK & CO INC 2023-02-13 2024-12-05 308 326 -18 -18 MICROSOFT CORP 2023-02-13 2024-06-04 414 273 141 141 MICROCHIP TECHNOLOGY INC 2023-02-13 2024-09-24 466 503 -37 -37 MICROCHIP TECHNOLOGY INC 2023-02-13 2024-09-25 535 587 -52 -52 NIKE CLASS B 2023-02-13 2024-07-16 145 145 0 0 NIKE CLASS B 2023-06-07 2024-07-16 145 145 0 0 NVIDIA CORP 2022-02-14 2024-01-10 542 247 295 295 NVIDIA CORP 2022-02-14 2024-01-22 599 247 352 352 NVIDIA CORP 2022-02-14 2024-02-02 661 247 414 414 NVIDIA CORP 2022-02-14 2024-02-12 724 247 477 477 NVIDIA CORP 2022-02-14 2024-02-23 792 247 545 545 NVIDIA CORP 2022-02-14 2024-03-04 862 247 615 615 NVIDIA CORP 2022-02-14 2024-03-25 955 247 708 708 PARKER-HANNIFIN CORP 2023-02-13 2024-03-26 550 352 198 198 PHILIP MORRIS INTERNATIONAL INC 2023-02-13 2024-04-09 455 518 -63 -63 PHILIP MORRIS INTERNATIONAL INC 2023-02-13 2024-04-10 536 621 -85 -85 T ROW PRICE EMERGING MARKETS STOCK FUND 2022-12-14 2024-02-26 25416 25979 -563 -563 T ROW PRICE EMERGING MARKETS STOCK FUND 2022-12-14 2024-05-15 21 21 0 0 SANDOZ GROUP AG 2022-02-14 2024-01-17 33 22 11 11 SANDOZ GROUP AG 2022-02-14 2024-01-19 33 22 11 11 SANDOZ GROUP AG 2022-02-14 2024-01-22 27 18 9 9 SANDOZ GROUP AG 2022-07-21 2024-01-22 7 4 3 3 TESLA MTRS INC 2022-03-29 2024-12-26 1368 1107 261 261 TESLA MTRS INC 2022-03-30 2024-12-27 432 364 68 68 UNDISCOVERED MANAGERS BEHAVIORAL 2021-11-02 2024-08-06 9819 10000 -181 -181 UNDISCOVERED MANAGERS BEHAVIORAL 2021-08-25 2024-08-07 2241 2233 8 8 UNDISCOVERED MANAGERS BEHAVIORAL 2022-02-01 2024-08-06 181 182 -1 -1 UNDISCOVERED MANAGERS BEHAVIORAL 2022-02-01 2024-08-07 4759 4818 -59 -59 UNION PACIFIC CORP 2023-02-13 2024-12-18 229 207 22 22 UNION PACIFIC CORP 2023-12-08 2024-12-18 229 230 -1 -1 UNITED PARCEL SERVICE INC 2023-02-13 2024-05-21 291 372 -81 -81 UNITED PARCEL SERVICE INC 2023-02-13 2024-06-04 272 372 -100 -100 UNITED PARCEL SERVICE INC 2023-02-13 2024-08-27 639 929 -290 -290 VISA INC 2023-05-09 2024-10-22 285 234 51 51 EATON CORP PLC 2023-02-13 2024-03-26 313 174 139 139 EATON CORP PLC 2023-02-13 2024-04-25 634 348 286 286 EATON CORP PLC 2023-02-13 2024-04-26 321 174 147 147 MEDTRONIC PLC 2023-02-13 2024-10-08 264 252 12 12 CAPITAL GAINS DIVIDENDS P 22281 22281 22281 23485 570 0 570 0 570 1360 0 0 0 1360 2 788 788 0 0 0 0 0 0 0 0 0 0 0 1 1 NV 1 0 0 0 0 1 N/A DDA FAMILY FOUNDATION 7029383048 11 SHADOW CREEK DR N LAS VEGAS NV 89081 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 D DIANE ANDERSON 11 SHADOW CREEK DRIVE NORTH LAS VEGAS NV 89081 TREASURER/DIRECTOR 2.00 0 0 0 HEATHER GAUGHAN 11 SHADOW CREEK DRIVE NORTH LAS VEGAS NV 89081 PRESIDENT/DIRECTOR 2.00 0 0 0 BRANDY VALDEZ 11 SHADOW CREEK DRIVE NORTH LAS VEGAS NV 89081 SECRETARY/DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 1241793 20616 0 1262409 0 0 1262409 18936 1243473 62174 62174 570 570 61604 0 61604 0 61604 96640 0 96640 61604 0 0 982799 11028 993827 96640 0 0 0 61604 35036 0 0 1028863 0 0 0 0 0 0 0 1028863 982799 11028 35036 D DIANE ANDERSON X THE MEND PROJECT 350 FOREST AVE SUITE 488 LAGUNA BEACH CA 92652 PC GENERAL PROGRAM 15338 THE RECOVERY FOUNDATION PO BOX 25091 LOS ANGELES CA 90025 PC GENERAL PROGRAM 20000 HARBOR DAY ENDOWMENT CORPORATION 3443 PACIFIC VIEW DRIVE CORONA DEL MAR CA 92625 PC HARBOR DAY SCHOOL'S EDUCATIONAL PROGRAM 50000 HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVENUE NEWPORT BEACH CA 92663 PC 2024 CIRCLE 1000 10000 95338 0 28674 23247 0 0 51921 51921 4 INT & DIV FROM INVESTMENTS FOR ONGOING CHARITABLE ACTIVITIES 8 GAIN ON INVESTMENTS FOR ONGOING CHARITABLE ACTIVITIES 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1250 0 1250 BANK OF AMERICA #0798 1227855 1189417 1189417 BANK OF AMERICA #0798 - UNREALIZED (GAIN)/LOSS 80633 135677 135677 LICENSES & PERMITS 52 0 52 UNREALIZED GAIN/LOSS ON MARKETABLE SECURITIES 55044 INVESTMENT MANAGEMENT - BOA #0798 9648 9648 0 FEDERAL INCOME TAXES 2597 0 0 FOREIGN TAX PAID 716 716 0