2026-05-01T12:56:11-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 7098 E COCHISE RD STE 100 SCOTTSDALE AZ 85253 990PF 2025-01-01 205935203 MAUREEN AND PAUL RUBELI FOUNDATION INC MAUR 4804831170 7181 E CAMELBACK RD UNIT 1202 SCOTTSDALE AZ 85251 PAUL RUBELI PRESIDENT 4804831170 2026-04-29 1 KELSEY L PHILLIPS P01766074 4804831170 2026-04-29 2025 2025-03-06 01:10:19Z X 6251246 X X 141135 141135 436062 3206591 436062 577197 577197 0 0 0 376 188 188 4300 2150 2150 15553 15553 0 10799 1835 0 31028 19726 2338 311000 311000 342028 19726 313338 235169 557471 268956 646559 646559 224915 275636 275636 4609446 4308569 4308569 1082526 999472 999472 22040 21010 21010 6207883 6251246 6251246 0 0 X 6763344 6763344 0 0 -555461 -512098 6207883 6251246 6207883 6251246 6207883 235169 0 6443052 191806 6251246 PUBLICLY TRADED SECURITIES P 3173795 2770529 403266 403266 CAPITAL GAINS DIVIDENDS P 32796 32796 32796 436062 7749 0 7749 0 7749 6000 0 0 0 6000 X 0 1749 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A BAKER TILLY ADVISORY GROUP LP 4804831170 7098 E COCHISE ROAD SUITE 100 SCOTTSDALE AZ 85253 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL E RUBELI C/O BAKER TILLY US LLP 7098 E COCHISE RD 100 SCOTTSDALE AZ 85253 PRESIDENT, SECRETARY, TREASURER 5.00 0 0 0 NONE 0 NONE 0 0 5752990 323493 0 6076483 0 0 6076483 91147 5985336 299267 299267 7749 7749 291518 0 291518 0 291518 313338 0 313338 291518 170752 0 0 313338 170752 0 0 142586 0 0 0 0 0 0 0 0 148932 0 0 0 X 5 WAVES 69 BOGART AVE PORT WASHINGTON NY 11050 NONE PC SST PROGRAMS 7500 ACHILLES INTERNATIONAL 315 W 39TH ST 205 NEW YORK NY 10018 NONE PC ATHLETE DISABILITIES 5000 ALEXANDER DAWSON SCHOOL 10845 W DESERT INN RD LAS VEGAS NV 89135 NONE PC SCHOOL PROGRAMS 7500 ANDRE HOUSE OF HOSPITALITY PO BOX 2014 PHOENIX AZ 85001 NONE PC HOMELESS PROGRAMS 10000 ANDSON INC 5520 STEPHANIE STREET SUITE 200 LAS VEGAS NV 89122 NONE PC CHILDREN'S PROGRAMS 7500 ARCHBISHOP STEPINAC HIGH SCHOOL 950 MAMARONECK AVENUE WHITE PLAINS NY 10605 NONE PC SCHOLARSHIP PROGRAMS 10000 BLINDCONNECT INC 5165 W SUNSET ROAD LAS VEGAS NV 89118 NONE PC GENERAL FUNDS 5000 BOSTON ATHLETIC ASSOCIATION 699 HOYLSTAN STREET STE B0C BOSTON MA 02116 NONE PC CLIMATE PROGRAM 7500 BOYS & GIRLS CLUB OF BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC CHILDRENS PROGRAM 5000 BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE 10533 E LAKEVIEW DRIVE SCOTTSDALE AZ 85258 NONE PC CHILDREN'S PROGRAMS 10000 BROPHY COLLEGE PREPARATORY 4701 N CENTRAL AVE PHOENIX AZ 85012 NONE PC SCHOOL PROGRAM 5000 CARE DIMENSIONS 75 SYLVAN ST DANVERS MA 01923 NONE PC HOSPICE PROGRAM 7500 CASA FRANCISCANA OUTREACH PO BOX 15576 SCOTTSDALE AZ 85267 NONE PC POOR CHILDREN'S PROGRAMS 10000 COMFORT ZONE CAMP 6606 W BROAD ST 401 RICHMOND VA 23230 NONE PC GENERAL FUNDS 1000 DEL VAZ PROJECT 259 19TH STREET SANTA MONICA CA 90402 NONE PC GENERAL FUNDS 5000 DELIVERING DREAMS OF ARIZONA 9224 N 5TH STREET PHOENIX AZ 85020 NONE PC KIDS PROGRAM 5000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE PC GENERAL FUND 7500 FAIR OPPORTUNITY PORJECT 821 E WASHINGTON AVE MADISON WI 53703 NONE PC GENERAL FUNDS 2000 FEMINIST CENTER FOR CREATIVE WORK 3053 ROSSLYN ST LOS ANGELES CA 90065 NONE PC SELENITE RECORDS PROJECT 7500 FRANCISCAN RENEWAL CENTER 5802 E LINCOLN DRIVE SCOTTSDALE AZ 85253 NONE PC CHURCH PROGRAMS 10000 GIGI'S PLAYHOUSE 1535 W WARM SPRINGS RD HENDERSON NV 89014 NONE PC DOWN SYNDROME PROGRAMS 5000 GILCREASE ORCHARD FOUNDATION 7800 N TENAYE WAY LAS VEGAS NV 89131 NONE PC PRESERVE THE GILCREASE ORCHARD 7500 HUMANAS 239 CENTRAL PARK WEST APT 12E NEW YORK NY 10024 NONE PC POOR CHILDREN'S SCHOLARSHIPS 10000 JOYFUL HEART FOUNDATION 320 7TH AVENUE 161 BROOKLYN NY 11215 NONE PC GENERAL FUNDS 1000 JUDITH CENTER 1933 S BROADWAY 1244 LOS ANGELES CA 90007 NONE PC GENERAL FUNDS 7500 LOS ENCINOS SCHOOL 17100 VENTURA BLVD ENCINO CA 91316 NONE PC NONSECTARIAN ELEMENTARY SCHOOL 10000 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 NONE PC CANCER RESEARCH 10000 MINDFUL YOUTH FOUNDATION 17550 N PERIMETER DR STE 100 SCOTTSDALE AZ 85255 NONE PC MENTAL HEALTH PROGRAM 5000 MISSION OF MERCY 326 E CORONADO ROAD 200 PHOENIX AZ 85004 NONE PC HEALTH PROGRAMS 5000 OAKWOOD SCHOOL 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 NONE PC SCHOOL PROGRAM 10000 PATHFINDER RANCH 35510 PATHFINDER ROAD MOUNTAIN CENTER CA 92561 NONE PC CHILDRENS' PROGRAMS 7500 PROJECT ANGEL FOOD 922 VINE STREET LOS ANGELES CA 90038 NONE PC MEAL PROGRAMS 7500 SCOTTSDALE TRAINING & REHABILITATION SERVICES 7507 E OSBORN ROAD SCOTTSDALE AZ 85251 NONE PC HANDICAP TRAINING PROGRAMS 10000 SOJOURNER CENTER PO BOX 20156 PHOENIX AZ 85036 NONE PC DOMESTIC ABUSE PROGRAMS 10000 SOUTHERN NEVADA CENTER FOR INDEPENDENT LIVING 2950 S RAINBOW BLVD 220 LAS VEGAS NV 89146 NONE PC BLIND PROGRAM 2500 SPARK SHOP 2023 W CARROLL AVE STE C-206 CHICAGO IL 60612 NONE PC GENERAL FUNDS 2000 ST BRIGID PARISH 2001 MASSACHUSETTS AVE LEXINGTON MA 02421 NONE PC CHURCH PROGRAM 5000 ST JOSEPH THE WORKER PO BOX 13503 PHOENIX AZ 85002 NONE PC HOMELESS JOBS PROGRAMS 10000 ST MARY'S FOOD BANK ALLIANCE 2831 N 31ST AVENUE PHOENIX AZ 85009 NONE PC FOOD ASSISTANCE PROGRAMS 10000 THE ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 NONE PC GENERAL FUNDS 2500 THE CHILDREN'S ROOM 1210 MASSACHUSETTS AVE ARLINGTON MA 02476 NONE PC HOPE AND HEALING TO CHILDREN 15000 VISIONARY WOMEN 9663 SANTA MONICA BLVD BEVERLY HILLS CA 90210 NONE PC GENERAL FUNDS 5000 WEST FORK VOLUNTEER FIRE DPT PO BOX 541 DOLORES CO 81323 NONE PC FIRE PROTECTION SERVICE 2500 WILDFLOWER INC 271 LINCOLN ST STE 12 LEXINGTON MA 02421 NONE PC CAMP FOR BEREAVED CHILDREN 7500 YOUTH OF THE NATION FOUNDATION 668 SAN JOSE COURT CHULA VISTA CA 91914 NONE PC GENERAL FUNDS 7500 311000 0 14 141135 18 436062 0 577197 0 577197 0 0 0 0 0 0 0 0 0 0 BAKER TILLY US LLP 4300 2150 2150 FIXED INCOME - CORPORATE 999472 999472 EQUITIES 4308569 4308569 200523 200523 75113 75113 ALTERNATIVES FMV 21010 21010 LEGAL FEES 376 188 188 BOOK VALUE TO FAIR MARKET VALUE ADJUSTMENT 191806 INVESTMENT MANAGEMENT FEES 15553 15553 0 FOREIGN TAXES 1835 1835 0 FEDERAL EXCISE TAX PAYMENTS 8964 0 0