2025-09-30T15:17:25-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990PF 2024-01-01 856456699 SKYLIGHT CHARITABLE TRUST SKYL 4802066522 23233 N PIMA RD 113-164 SCOTTSDALE AZ 85255 BARTON BENTZIN PRESIDENT & CHAIRMAN OF THE BOARD 4802066522 2025-09-29 1 0 COLETTE KAMPS P00367616 4808394900 2025-09-29 2024 2025-03-06 01:10:19Z X 113170078 X X 2947771 2947771 1388708 53645937 1388708 4336479 4336479 225000 0 225000 9629 4814 0 716466 569570 146896 95194 37975 17219 4947 0 4947 1051236 612359 394062 7444345 7444345 8495581 612359 7838407 -4159102 3724120 4972412 1610570 1610570 16419930 14280919 12629320 40133475 49244755 58015105 11818313 14159702 13151627 37002120 26901211 27763456 110346250 106197157 113170078 0 0 X 0 0 0 0 110346250 106197157 110346250 106197157 110346250 106197157 110346250 -4159102 10009 106197157 0 106197157 PUBLICLY TRADED SECURITIES 15067195 14157814 909381 909381 PUBLICLY TRADED SECURITIES 38567252 38099415 467837 467837 CAPITAL GAINS DIVIDENDS P 11490 11490 11490 1388708 51765 0 51765 0 51765 42304 0 10000 0 52304 0 539 539 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A BARTON BENTZIN 4802066522 23233 N PIMA RD STE 113-164 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 BARTON BENTZIN 23233 N PIMA RD SUITE 113-164 SCOTTSDALE AZ 85255 PRESIDENT & CHAIRMAN OF THE BOARD 40.00 175000 0 0 SARAH BENTZIN 23233 N PIMA RD SUITE 113-164 SCOTTSDALE AZ 85255 VICE PRESIDENT & SECRETARY 15.00 50000 0 0 JOSEPH BLAYLOCK 23233 N PIMA RD SUITE 113-164 SCOTTSDALE AZ 85255 MEMBER 1.00 0 0 0 NONE 0 THE PGK GROUP - MERRILL LYNCH 450 N STEPHANIE ST SUITE 600 HENDERSON NV 89014 INVESTMENT MANAGEMENT FEES 519874 FOUNDATION SOURCE 55 WALLS DR 302 FAIRFIELD CT 06824 ADMINISTRATION 142152 0 0 108405672 4443406 0 112849078 0 0 112849078 1692736 111156342 5557817 5557817 51765 51765 5506052 0 5506052 0 5506052 7838407 0 7838407 5506052 4263242 0 0 7838407 4263242 0 0 3575165 0 0 0 0 0 0 0 0 1930887 0 0 0 X AMERICAN BRAIN FOUNDATION 201 CHICAGO AVENUE MINNEAPOLIS MN 554151126 N/A PC GENERAL SUPPORT 150000 AMERICAN BRAIN FOUNDATION 201 CHICAGO AVENUE MINNEAPOLIS MN 554151126 N/A PC PSP GENOMICS INITIATIVE 357356 AMERICAN BRAIN FOUNDATION 201 CHICAGO AVENUE MINNEAPOLIS MN 554151126 N/A PC NEURAL INFLAMMATION PROJECT FUND STUDY 625000 AMERICAN BRAIN FOUNDATION 201 CHICAGO AVENUE MINNEAPOLIS MN 554151126 N/A PC LEWY BODY DEMENTIA RESEARCH STUDY 1000000 AMERICAN BRAIN FOUNDATION 201 CHICAGO AVENUE MINNEAPOLIS MN 554151126 N/A PC NEXT GENERATION RESEARCH PROGRAM 377167 CMT RESEARCH FOUNDATION INC 4062 PEACHTREE ROAD A209 ATLANTA GA 303193021 N/A PC GENERAL SUPPORT 550000 CMT RESEARCH FOUNDATION INC 4062 PEACHTREE ROAD A209 ATLANTA GA 303193021 N/A PC GENERAL SUPPORT FOR TYPE 1A RESEARCH 300000 CUREPSP INC 325 HUDSON ST FL 4 NEW YORK NY 100131045 N/A PC GENERAL SUPPORT 550000 CUREPSP INC 325 HUDSON ST FL 4 NEW YORK NY 100131045 N/A PC PSP GENOMICS INITIATIVES 250000 MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH GRAND CENTRAL STATION PO BOX 4777 NEW YORK NY 10163 N/A PC GENERAL SUPPORT 250000 UNVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVE TUCSON AZ 85731 N/A PC NEUROTROPIC VIRAL INFECTION AND THE ANTIVIRAL RESPONSE IN AMYOTROPHIC LATERAL SCLEROSIS 234822 WATERTOWN AREA COMMUNITY FOUNDATION PO BOX 351 WATERTOWN WI 530940351 N/A PC REIMAGINE THE FIRST KINDERGARTEN VISITOR EXPERIENCE 100000 WATERTOWN AREA COMMUNITY FOUNDATION PO BOX 351 WATERTOWN WI 530940351 N/A PC YMCA POOL BUILDING FOUNDATION AND WALLS 1000000 WATERTOWN AREA COMMUNITY FOUNDATION PO BOX 351 WATERTOWN WI 530940351 N/A PC WATERTOWN FIRE DEPARTEMENT TRAINING TOWER 700000 WATERTOWN AREA COMMUNITY FOUNDATION PO BOX 351 WATERTOWN WI 530940351 N/A PC YMCA CAPITAL CAMPAIGN 1000000 7444345 0 14 2947771 18 1388708 0 4336479 0 4336479 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/TAX FEES 9629 4814 0 FIXED INCOME- CORPORATE BONDS 14159702 13151627 EQUITIES 49244755 58015105 14280919 12629320 0 0 MUTUAL FUNDS AT COST 26901211 27763456 MISCELLANEOUS ADJUSTMENT 10009 INVESTMENT FEES 569570 569570 0 OTHER PROFESSIONAL FEES & ADMINISTRATION 146896 0 146896 FOREIGN TAXES 37975 37975 0 PAYROLL TAXES 17219 0 17219 INCOME TAXES 40000 0 0