2025-11-17T18:58:08-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990PF 2024-01-01 263867156 THE CARDINAL FOUNDATION CARD 5053799310 6524 LOWELL NE ALBUQUERQUE NM 87111 CHARLES W TRAVELSTEAD SECRETARY/TREASURER 5053799310 2025-11-14 1 1 MARVIN KIESOW P00216019 5058787200 2025-11-13 2024 2025-03-06 01:10:19Z X 140886 X X 21 21 1634 1634 6687 59436 6687 8342 8342 0 0 0 3891 1946 1945 1266 1266 0 4 4 0 30 30 0 5191 3246 1945 15050 15050 20241 3246 16995 -11899 5096 11109 11109 28744 28744 166730 101033 101033 166730 140886 140886 20293 0 20293 0 X 0 0 0 0 146437 140886 146437 140886 166730 140886 146437 -11899 6348 140886 0 140886 PUBLICLY TRADED SECURITIES 57502 52749 4753 4753 CAPITAL GAINS DIVIDENDS P 1934 1934 1934 6687 71 0 71 0 71 0 0 0 0 0 0 71 0 0 0 0 0 0 0 0 0 0 1 1 NM 1 0 0 0 0 1 N/A CHARLES W TRAVELSTEAD 5055634785 6524 LOWELL NE ALBUQUERQUE NM 87111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN E TRAVELSTEAD 6524 LOWELL NE ALBUQUERQUE NM 87111 PRESIDENT/DIRECTOR 0.50 0 0 0 CHRISTOPHER C TRAVELSTEAD 6524 LOWELL NE ALBUQUERQUE NM 87111 VICE PRESIDENT/DIRECTOR 0.25 0 0 0 BENJAMIN G J TRAVELSTEAD 6524 LOWELL NE ALBUQUERQUE NM 87111 VICE PRESIDENT/DIRECTOR 0.25 0 0 0 CHARLES W TRAVELSTEAD 6524 LOWELL NE ALBUQUERQUE NM 87111 SECRETARY/TREASURER 0.25 0 0 0 NONE 0 NONE 0 0 124303 21208 0 145511 0 0 145511 2183 143328 7166 7166 71 71 7095 0 7095 0 7095 16995 0 16995 7095 0 0 14618 658 11424 7628 34328 16995 0 0 0 7095 9900 0 0 44228 0 0 0 0 0 0 14618 29610 658 11424 7628 9900 ANN E TRAVELSTEAD CHARLES W TRAVELSTEAD X ALBUQUERQUE MUSEUM FOUNDATION PO BOX 7006 ALBUQUERQUE NM 87194 NONE PC FURTHER CULTURAL/EDUCATION PROGRAMS 500 ARCA 11300 LOMAS BLVD NE ALBUQUERQUE NM 87112 NONE PC TO OPEN DOORS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES 500 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLZ OMAHA NE 68178 NONE PC ELLYN THOMPSON MEMORIAL SCHOLARSHIP FUND 7500 JOY JUNCTION PO BOX 27693 ALBUQUERQUE NM 87125 NONE PC TO STRENGTHEN FAMILIES AND EMPOWER INDIVIDUALS TO RE-ENTER THE WORKFORCE, BREAKING THE CYCLE OF HOMELESSNESS 500 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HWY PENNGROVE CA 94951 NONE PC TO SUPPORT VETERANS. 500 RIO GRANDE FOUNDATION PO BOX 40336 ALBUQUERQUE NM 87196 NONE PC INCREASING LIBERTY & PROSPERITY 1000 SPECIAL OLYMPICS NEW MEXICO 6600 PALOMAS NE STE 207 ALBUQUERQUE NM 87109 NONE PC TO PROVIDE SPORTS TRAINING AND COMPETITION FOR PEOPLE WITH MENTAL CHALLENGES 500 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER 750 UNIVERSITY OF WYOMING FOUNDATION 222 SOUTH 22ND STREET LARAMIE WY 82070 NONE PC TO SUPPORT FOUNDATION'S SHANE C SIEGFRIED MEMORIAL SCHOLARSHIP FUND 300 UNM LOBO CLUB 1414 UNIVERSITY BLVD SE ALBUQUERQUE NM 87106 NONE PC ATHLETIC SCHOLARSHIPS FOR STUDENTS 2000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD JACKSONVILLE FL 32256 NONE PC TO HONOR AND EMPOWER WOUNDED WARRIORS 1000 15050 0 14 21 14 1634 18 6687 0 8342 0 8342 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3891 1946 1945 FIDELITY ADVISOR GROWTH 19363 19363 EVENTIDE GILDEAD FUND 13852 13852 COLUMBIA DIVIDEND INCOME FUND 15982 15982 PIMCO RAE US SMALL FUND 16743 16743 AMERICAN CENTURY SMALL CAP GROWTH FUND 3778 3778 CALVERT CORE BOND FUND 13474 13474 JANUS HENDERSON OVERSEAS FUND CL I 3492 3492 ALLSPRING SPECIAL MID CAP VALUE FD CL I 14349 14349 BANK FEES 30 30 0 UNREALIZED GAIN 6348 CASH OVERDRAFT 20293 0 BROKER FEES 1266 1266 0 FOREIGN TAX 4 4 0