2025-12-11T08:50:21-06:00 2025-05-31 860751928 MANSPERGER PATTERSON & MCMULLIN PLC 2151 E BROADWAY ROAD SUITE 220 TEMPE AZ 85282 990PF 2024-06-01 860788519 HOMA & IRENE WOOD FOUNDATION HOMA 4808319500 2151 E BROADWAY ROAD STE 220 TEMPE AZ 85282 DOUGLAS K COOK DIRECTOR 4808319500 2025-11-11 1 1 STEPHEN G HALE CPA P00740169 4808319500 2025-11-11 2024 2025-03-06 01:10:19Z X 12139923 X X 3608 3608 332710 332710 135540 320903 135540 205 205 472063 472063 52500 0 0 15533 15533 0 70113 70113 0 10101 10101 0 43200 43200 0 191447 138947 0 619955 619955 811402 138947 619955 -339339 333116 23406 52206 52206 367603 241525 242357 4005273 3838787 7985599 3390307 3338528 3326463 462225 438358 533298 8248814 7909404 12139923 751 680 751 680 X 0 0 0 0 8248063 7908724 8248063 7908724 8248814 7909404 8248063 -339339 0 7908724 0 7908724 SHORT TERM CAPITAL LOSS-NORTHERN TRUST P 2024-12-31 19781 19942 -161 -161 LONG TERM CAPITAL GAIN-NORTHERN TRUST P 2024-12-31 183283 148292 34991 34991 SHORT TERM CAPITAL GAIN-PE CORE FUND III P 2024-12-31 48 48 48 SHORT TERM CAPITAL GAIN-PE CORE FUND VI LP P 2024-12-31 265 265 265 SHORT TERM CAPITAL LOSS -PE CORE FUND VIII LP P 2024-12-31 63 -63 -63 LONG TERM CAPITAL LOSS-PE CORE FUND III LP P 2024-12-31 17066 -17066 -17066 LONG TERM CAPITAL GAIN-PE CORE FUND VI LP P 2024-12-31 94358 94358 94358 LONG TERM CAPITAL GAIN-PE CORE FUND VIII LP P 2024-12-31 23167 23167 23167 CAPITAL GAINS DIVIDENDS P 1 1 1 135540 4630 0 4630 0 4630 5960 0 3000 0 8960 8 4322 4322 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A STEPHEN G HALE 4808319500 2151 E BROADWAY RD STE 220 TEMPE AZ 85282 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOUGLAS K COOK 4147 E HALE CIRCLE MESA AZ 85205 DIRECTOR 4.00 14000 0 0 JEFFREY C MCMULLIN 2548 E PAGE CT GILBERT AZ 85234 TREASURER 4.00 14000 0 0 LYNETTE PETERSON 2851 E APPALOOSA ROAD GILBERT AZ 85296 DIRECTOR 4.00 14000 0 0 DENISE AREND 2229 N LEMA DR MESA AZ 85215 DIRECTOR 4.00 10500 0 0 NONE 0 NONE 0 0 11822381 270204 0 12092585 0 0 12092585 181389 11911196 595560 595560 4630 4630 590930 0 590930 0 590930 619955 0 619955 590930 0 0 2642 27314 79108 109064 619955 0 0 0 590930 29025 0 0 138089 0 0 0 0 0 0 2642 135447 27314 79108 29025 X ARIZONA STATE UNIVERSITY 1151 S FOREST AVE TEMPE AZ 85281 UNIVERSITY SCHOLARSHIPS 307000 BRIGHAM YOUNG UNIVERSITY 155 EAST 1230 NORTH PROVO UT 84602 UNIVERSITY SCHOLARSHIPS 18000 BRIGHAM YOUNG UNIVERSITY - IDAHO 525 S CENTER ST REXBURG ID 83460 UNIVERSITY SCHOLARSHIPS 6000 GRAND CANYON UNIVERSITY 3300 W CAMELBACK RD PHOENIX AZ 85017 UNIVERSITY SCHOLARSHIPS 27000 NORTHERN ARIZONA UNIVERSITY 1200 S BEAVER ST FLAGSTAFF AZ 86001 UNIVERSITY SCHOLARSHIPS 148000 UNIVERSITY OF ARIZONA 1103 E 2ND ST TUCSON AZ 85721 UNIVERSITY SCHOLARSHIP 62250 STUDENT SUPPORT 2151 E BROADWAY RD STE 220 TEMPE AZ 85282 STUDENT SUPPORT STUDENT SUPPORT - COMPUTERS AND BOOKS 41205 MESA COMMUNITY COLLEGE 1833 W SOUTHERN AVE MESA AZ 85202 COMMUNITY COLLEGE SCHOLARSHIPS 3000 GONZAGA UNIVERSITY 502 EAST BOONE AVENUE SPOKANE WA 99258 UNIVERSITY SCHOLARSHIPS 2500 CHANDLER GILBERT COMMUNITY COLLEGE 2626 E PECOS RD CHANDLER AZ 85225 COMMUNITY COLLEGE SCHOLARSHIPS 5000 619955 0 14 3608 14 332710 14 205 18 135540 0 472063 0 472063 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 15533 15533 0 GOVT & CORP ISSUES 3338528 3326463 NT-EQUITIES 3838787 7985599 COMMODITIES FMV 263860 327674 REAL ESTATE FMV 174498 205624 OFFICE EXPENSES/SUPPLIES 3952 3952 0 OUTSIDE SERVICES 17809 17809 0 PE CORE FUND III LP-INVESTMENT EXPENSE 3040 3040 0 PE CORE FUND VI LP-INVESTMENT EXPENSE 5597 5597 0 PE CORE FUND VI LP-INVESTMENT EXPENSE 12802 12802 0 NORTHERN TRUST 23-15260 205 205 205 NORTHERN TRUST FEES 70113 70113 0 TAXES 10101 10101 0