2025-05-15T15:29:26-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990PF 2024-01-01 593761693 R L JOHNSON FAMILY FOUNDATION OF ARIZONA RLJO 4805638258 9820 E THOMPSON PARKWAY LOT 719 SCOTTSDALE AZ 85255 ALLISON FORSMAN OFFICER 4805638258 2025-05-14 1 1 MATTHEW R DUNSCOMBE P01534026 3149254300 2025-05-14 2024 2025-03-06 01:10:19Z X 13691771 X X 282077 270591 -14334 860412 0 267743 270591 84046 67237 16809 9125 8212 912 104774 104738 36 16963 14005 2958 214908 194192 20715 560000 560000 774908 194192 580715 -507165 76399 1666 1666 742368 435630 435630 0 125000 111500 5047361 4710111 13142975 5789729 5272407 13691771 0 0 X 0 0 0 0 5789729 5272407 5789729 5272407 5789729 5272407 5789729 -507165 0 5282564 10157 5272407 PUBLICLY TRADED SECURITIES 2024-03-12 204187 202572 1615 1615 PUBLICLY TRADED SECURITIES 2024-08-01 150000 150000 0 0 PUBLICLY TRADED SECURITIES 2024-09-17 350856 272174 78682 78682 PUBLICLY TRADED SECURITIES 2024-10-17 30369 125000 -94631 -94631 PUBLICLY TRADED SECURITIES 2024-11-20 125000 125000 0 0 -14334 1062 0 1062 0 1062 0 0 0 0 0 X 60 1122 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A ROBERT L JOHNSON 4805638258 9820 E THOMPSON PARKWAY LOT 719 SCOTTSDALE AZ 85255 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLISON FORSMAN 9820 EAST THOMPSON PEAK PKWY LOT 719 SCOTTSDALE AZ 85255 PRESIDENT 5.00 84046 0 0 ALICIA RENARD 9820 EAST THOMPSON PEAK PKWY LOT 719 SCOTTSDALE AZ 85255 SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 12320860 509894 0 12830754 0 0 12830754 192461 12638293 631915 631915 1062 1062 630853 0 630853 0 630853 580715 0 580715 630853 285312 0 0 580715 285312 0 0 295403 0 0 0 0 0 0 0 0 335450 0 0 0 X ROBERT L JOHNSON 9820 EAST THOMPSON PEAK PKWY LOT 719 SCOTTSDALE AZ 85255 4805638258 N/A N/A N/A GRACE CHRISTIAN ACADEMY 1200 E SOUTHERN AVE TEMPE AZ 85282 NONE PC TO PARTNER WITH FAMILIES IN GROWING STUDENTS WHO LIVE CHRIST-HONORING LIVES AND FLOURISH ACADEMICALLY. 45000 GRAND CANYON UNIVERSITY 3300 W CAMELBACK RD PHOENIX AZ 85017 NONE PC FUNDING FOR A CHRISTIAN BASED EDUCATION INCLUDING SCHOLARSHIPS 70000 NEW MINISTRIES INC 8010 E MORGAN TRAIL SUITE 7 SCOTTSDALE AZ 85258 NONE PC ASSIST WOMEN GOING THROUGH A SIGNIFICANT LIFE CHANGE OR UPROOTED BY A MOVE. 5000 NORTHWEST CHRISTIAN SCHOOL 16401 N 43RD AVE PHOENIX AZ 85053 NONE PC NCS MISSION AND PURPOSE IS TO PROVIDE AN EDUCATIONAL PROGRAM WHICH UPHOLDS HIGH STANDARDS OF SCHOLASTIC AND BEHAVIORAL EXCELLENCE AND FURNISHES INSTRUCTION IN BIBLE-BASED CHRISTIAN FAITH 45000 NOTRE DAME PREPARATORY SCHOOL 9701 E BELL ROAD SCOTTSDALE AZ 85260 NONE PC EDCUATE AND EMPOWER GIRLS IN GRADES 6-12 TO BECOME WOMEN WHO TRANSFORM THE WORLD 150000 PARADISE VALLEY CHRISTIAN PREPARATORY 11875 N 24TH STREET PHOENIX AZ 85028 NONE PC TO CREATE A COMMUNITY OF SPIRITUAL NURTURING AND ACADEMIC EXCELLENCE FOR STUDENTS FROM PRESCHOOL THROUGH UPPER SCHOOL 45000 PHOENIX SEMINARY 7901 E SHEA BLVD SCOTTSDALE AZ 85260 NONE PC TRAIN MEN AND WOMEN FOR CHRIST CENTERED MINISTRY 75000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC TO SUPPORT INTERNATIONAL DISASTER RELIEF 10000 SCOTTSDALE BIBLE CHURCH 7601 E SHEA BLVD SCOTTSDALE AZ 85260 NONE PC TO SUPPORT CHURCH ACTIVITIES AND OUTREACH PROGRAMS 15000 THRIVE AZ 14202 N 73RD AVE PEORIA AZ 85381 NONE PC TO PROVIDE HOPE AND RESOURCES FOR AT-RISK FAMILIES AND YOUTH TRANSITIONING OUT OF FOSTER CARE SO THAT THEY CAN THRIVE. 15000 VALLEY CHRISTIAN SCHOOLS 6304 S PRICE ROAD TEMPE AZ 85283 NONE PC TO PROVIDE EDUCATION FOR ELEMENTARY, MIDDLE SCHOOL, SECONDARY, SPECIAL NEEDS AND STEM STUDENTS 85000 560000 0 14 282077 18 -14334 0 267743 0 267743 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9125 8212 912 ABBOTT LABORATORIES 34261 155639 ALPHABET INC CLASS A COMMON STOCK 53543 208230 ALPHABET INC CLASS C CAPITAL STOCK 42077 179014 ALPS ETF TRUST ALERIAN MLP ETF 110837 313040 AMAZON.COM INC 8546 140410 APOLLO GLOBAL MANAGEMENT INC CLASS A COMMON STOCK 63697 412900 APPLE INC 53068 400672 APPLIED MATERIALS INC 75573 308997 AUTOMATIC DATA PROCESSING INC 47555 136412 BLACKROCK INC 31837 180419 BLACKSTONE GROUP INC CLASS A COMMON STOCK 129389 732785 BROADCOM INC COMMON STOCK 26373 658426 CARLYLE GROUP INC (THE) COMMON STOCK 72286 201960 CARRIER GLOBAL CORPORATION COMMON STOCK 75123 204780 CATERPILLAR INC 78192 217656 CBRE GROUP INC CL A 63965 242887 CITIGROUP GMH INC 125000 119375 COLGATE PALMOLIVE COMPANY 62978 118183 CONOCOPHILLIPS COMMON STOCK 61744 119004 CSX CORPORATION COM 47367 232344 DEUTSCHE TELEKOM AG SPONSORED ADR 67801 134622 DIAGEO PLC-SPONSORED ADR REPSTG 4 ORD SHS 41367 63565 DOVER CORPORATION 67202 200732 EDISON INTERNATIONAL 58036 103792 ENBRIDGE INC 107410 127290 FEDEX CORP 90487 147698 ILLINOIS TOOL WORKS INC 39554 202848 INTERNATIONAL BUSINESS MACHINES CORP 92231 153881 INTUITIVE SURGICAL INC COM 16118 155022 ISHARES CORE S&P 500 ETF 149711 314944 ISHARES CORE S&P TOTAL US STOCK MARKET ETF 242668 492100 ISHARES SLECT DIVIDEND ETF 44203 101225 ISHARES TR CORE MSCI EAFE ETF 99061 119476 ISHARES US FINANCIAL SERVICES ETF 159608 297623 JOHNSON & JOHNSON COMMON STOCK 46973 101234 JPMORGAN CHASE & CO 50588 287652 KBR INC 71520 231720 KINDER MORGAN INC 55074 131520 KKR & CO INC COMMON STOCK 71621 539872 LAM RESEARCH CORP 48179 317812 MCDONALDS CORP 107630 289890 MICROSOFT CORP 103520 337200 NESTLE SA-SPONSORED ADR REPSTG REGD ORD 61900 82626 OTIS WORLDWIDE CORPORATINO COMMON STOCK 79849 120393 PARKER HANNIFIN CORP 60801 318015 PAYCHEX INC 23129 105165 PEPSICO INC COMMON STOCK 45379 106442 PNC FINANCIAL SVCS GROUP INC 45937 144638 REGENERON PHARMACEUTICALS INC 67631 142466 SELECT SECTOR SPDR FUND SHS BEN INT MATERIALS 53992 113337 TARGET CORP 71760 135180 UNION PACIFIC CORP 60410 125422 UNITED PARCEL SVC INC CL B 102727 126100 VERIZON COMMUNICATIONS 160281 139965 WALMART INC COMMON STOCK 62772 298155 WILLIAMS COMPANIES INC 67410 189420 RTX CORPORATION COMMON STOCK 121354 231440 WARNER BROS DISCOVERY INC SERIES A COMMON STOCK 283391 317100 VOLKSWAGEN AG UNSPONSORED ADR REPRESENT 109500 95420 INTEL CORP 110700 100250 IDEXX LABORATORIES CORP 27215 116590 125000 111500 0 0 ADJUSTED COST BASIS 10157 INVESTMENT MANAGEMENT FEES 104411 104411 0 ADP FEES 363 327 36 FOREIGN TAXES & ADR FEES 2173 2173 0 PAYROLL TAXES 14790 11832 2958