2026-05-11T13:18:06-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990PF 2025-01-01 436882508 WILLIAM F AND MARY LOUISE WISCHMEYER FAMILY FOUNDATION WILL 4805756625 10178 E FILAREE LANE SCOTTSDALE AZ 85262 NANCY BESEMER TRUSTEE 4805756625 2026-05-08 1 KALEE LAPPE P01952077 3149254300 2026-05-08 2025 2025-03-06 01:10:19Z X 3713988 X X 99270 92660 150583 610364 150583 554 554 250407 243797 0 0 0 3754 1000 2754 12433 12433 0 4614 2293 0 20801 15726 2754 161500 161500 182301 15726 164254 68106 228071 72312 75432 75432 153438 153439 155899 1339558 1403939 2461177 1010195 1017148 1021480 2575503 2649958 3713988 0 0 X 619378 619378 0 0 1956125 2030580 2575503 2649958 2575503 2649958 2575503 68106 6349 2649958 0 2649958 PUBLICLY TRADED SECURITIES P 542572 459781 82791 82791 CAPITAL GAINS DIVIDENDS P 67792 67792 67792 150583 3170 0 3170 0 3170 2360 0 0 0 2360 0 810 0 0 0 0 0 0 0 0 0 0 1 1 MO AZ 1 0 0 0 0 1 N/A NANCY L BESEMER 4805756625 10178 E FILAREE LANE SCOTTSDALE AZ 85262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY L BESEMBER 10178 E FILAREE LANE SCOTTSDALE AZ 85262 CO-TRUSTEE 0.20 0 0 0 DOUGLAS P BESEMER 10178 E FILAREE LANE SCOTTSDALE AZ 85262 CO-TRUSTEE 0.10 0 0 0 AMANDA OLSEN 245 WEYBRIDGE DRIVE ST LOUIS MO 631416625 CO-TRUSTEE 0.10 0 0 0 MICHAEL BESEMER 1528 BRIANNA PHOENIX AZ 85085 CO-TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 3470750 89174 0 3559924 0 0 3559924 53399 3506525 175326 175326 3170 3170 172156 0 172156 0 172156 164254 0 164254 172156 164213 0 0 164254 164213 0 0 41 0 0 0 0 0 0 0 0 172115 0 0 0 X ACTIVE MINDS 2001 S STREET NW SUITE 700 WASHINGTON DC 20009 N/A PC SCHOOL PROGRAMS WITH A FOCUS ON MENTAL HEALTH IN YOUNG ADULTS NATIONWIDE 2000 ARIZONA CHRISTIAN SCHOOL TUITION ORGANIZATION INC PO BOX 6580 CHANDLER AZ 85246 N/A PC SCHOLARSHIPS FOR THE NAVAJO CHRISTION PREPARATORY ACADEMY 3000 CHRIST THE LORD LUTHERAN CHURCH 9203 E CAVE CREEK RD PO BOX 2539 CAREFREE AZ 85377 N/A PC TO FOSTER CHRISTIAN FELLOWSHIP AND LOVE AND EXTEND A HELPING HAND TO THOSE IN NEED 20500 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 N/A PC TO PROVIDE INTERNATIONAL HEALTH CARE 2000 FEEDING AMERICA 161 NORTH CLARK ST SUITE 700 CHICAGO IL 60601 N/A PC NATIONWIDE FOOD BANK NETWORK 2000 FOLDS HONOR 5800 N PATRIOT DR OWASSO OK 74055 N/A PC SCHOLARSHIPS/ FINANCIAL ASSISTANCE TO CHILDREN OF FALLEN SOLDIERS AND DISABLED VETERANS 2000 FOOTHILLS CARING CORPS 7275 EASY ST STE 104 CAREFREE AZ 85377 N/A PC PROMOTE INDEPENDENCE AND ENHANCE QUALITY OF LIFE FOR HOMEBOUND RESIDENTS IN THE COMMUNITY. 2000 HAZELDEN PHILANTHROPY - BETTY FORD FOUNDATION 1375 ST ANTHONY AVE SUITE 200 ST PAUL MN 55104 N/A PC TO PROVIDE SUPPORT FOR MENTAL HEALTH 2500 HUMANE SOCIETY OF MISSOURI 1201 MACKLIND AVE ST LOUIS MO 63110 N/A PC PROVIDE VETERINARY CARE & RESCUE AND REHABILITATE ANIMALS TO PLACE IN PERMANENT HOMES 2000 LUTHERAN FAMILY & CHILDREN'S SERVICES 9666 OLIVE BLVD STE 400 ST LOUIS MO 63132 N/A PC TO HELP FAMILIES, CHILDREN, AND INDIVIDUALS EXPERIENCE GREATER HOPE AND WHOLENESS OF LIFE THROUGH JESUS CHRIST 27000 LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 2502 E UNIVERSITY STE 125 PHOENIX AZ 85034 N/A PC HEALTH AND HUMAN SERVICES 29500 LUTHERAN WORLD RELIEF PO BOX 17061 BALTIMORE MD 90017 N/A PC TO SAVE AND IMPROVE LIVES IN THE POOREST PARTS OF THE WORLD 7500 MISSOURI MILITARY ACADEMY 204 NORTH GRAND STREET MEXICO MO 65265 N/A PC SCHOLARSHIP FOUNDATION 10000 NATIONAL PARK TRUST 401 EAST JEFFERSON ST SUITE 207 ROCKVILLE MD 20850 N/A PC TO PROVIDE SUPPORT TO THE NATIONAL PARKS 2000 NAVAJO EVANGELICAL LUTHERAN MISSION INC ONE MISSION LANE PO BOX 354 HWY 191 ROCK POINT AZ 86545 N/A PC MISSION AND SCHOOL FOR NATIVE AMERICANS 3000 OPERARTION FOOD SEARCH 1644 LOTSIE BLVD ST LOUIS MO 63132 N/A PC TO PROVIDE SUPPORT FOR FOOD FOR THE NEEDY 2000 OUTREACH INTERNATIONAL 112 W 18TH ST KANSAS CITY MO 64108 N/A PC INTERNATIONAL ASSISTANCE TO COMMUNITY LEADERS TO FIND SOLUTIONS FOR HEALTH CARE, EDUCATION AND POVERTY 2000 READING IS FUNDAMENTAL 750 FIRST ST NE WASHINGTON DC 20002 N/A PC LITERACY SERVICES AND PROGRAMS FOR CHILDREN 2000 ROBERT SOPER FOUNDATION 5743 N 24TH PLACE PHOENIX MO 85016 N/A PC HONOR THE LIFE OF ROB BY PROVIDING SUPPORT OF THOSE PURSUING TRADE-BASED CAREER AND ORGS TO BECOME BETTER FATHERS 1000 SALVATION ARMY OF PHOENIX 628 N 3RD AVE PHOENIX AZ 85003 N/A PC TO PROVIDE SUPPORT TO THE COMMUNITY 15500 STEALING HEARTS RESCUE 4008 W CAMINO DEL RIO GLENDALE AZ 85310 N/A PC TO PROVIDE CARE FOR ANIMALS IN THE SHELTER 10000 THE HUNGER PROJECT 110 WEST 30TH ST 6TH FLOOR NEW YORK NY 10001 N/A PC INTERNATIONAL FOOD BANK NETWORK, EDUCATION IN FARMING AND SUSTAINABILITY 2000 TUNNELS TO TOWERS FOUNDATION 2361 HALAN BLVD STATEN ISLAND NY 10306 N/A PC TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER WHO LAID DOWN HIS LIFE TO SAVE OTHERS ON 9/11/2001 5000 US VETS 800 W 6TH ST LOS ANGELES CA 90017 N/A PC TO PROVIDE SUPPORT TO VETERANS IN PHOENIX, AZ 5000 161500 0 14 99270 14 554 18 150583 0 250407 0 250407 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3754 1000 2754 THE TAXPAYER HEREBY ELECTS TO TREAT THE TOTAL CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS AS MADE OUT OF THE UNDISTRIBUTED INCOME FOR SUCH PRIOR TAXABLE YEAR(S) PER REGULATION 53.4942(A)-3(D)(2). ALLY BANK SANDU UT CD 3.45% 59780 59921 MANUFACTURERS AND TRADERS TRUS CD 4.00% 169680 170643 MORGAN STANLEY BK NA SALT LAKE CITY 4.3% 98408 99281 SALLIE MAE BK SALT LAKE CITY 1.00% 99620 98509 STATE BK INDIA NEW YORK NY 1.10% 68720 67761 TOYOTA FINL SAVI 4.15% CD 100386 101086 UNITED FIDELITY B 4.50% CD 134683 137514 MERRICK BANK 58057 58273 MORGAN STANLEY PRIVATE BANK NATIONAL CD 3.90% 105740 106102 MORGAN STANLEY PRIVATE BANK NATIONAL CD 3.95% 122074 122390 AQR LARGE CAP MULTI STYLE FD CL R6 (QCERX) 147418 194952 BRIDGEWAY OMNI SMALL CAP VALUE (BOSVX) 315059 488973 DFA EMERGING MRKTS CORE EQU PORTF (DFCEX) 124748 189769 DFA GLOBAL REAL ESTATE SECURITIES (DFGEX) 8000 8226 DFA INTERNATIONAL CORE EQUITY (DFIEX) 17135 44223 DFA INTERNATIONAL VALUE PORT III (DFVIX) 108172 230249 DFA INT'L SMALL CAP VALUE (DISVX) 107258 259292 DFA REAL ESTATE SEC PRTF INSTL (DFREX) 10103 29529 DFA US CORE EQUITY (DFQTX) 160510 542773 DFA US SMALL CAP VALUE PRTF INSTL (DFSVX) 1736 6085 VANGUARD INDEX FDS VANGUARD REIT (VNQ) 35199 57519 VANGUARD INTERMEDIATE TERM TREASURY ETF LONG TERM (VGIT) 213139 199986 VANGUARD TOTAL INTL STOCK INDEX (VXUS) 56715 102561 AQR DIVERSIFYING STRATEGIES R6 (QDSRX) 98747 107040 153439 155899 0 0 RETURN OF CAPITAL 554 554 554 COST BASIS ADJUSTMENT 6349 INVESTMENT MANAGEMENT FEES 12433 12433 0 FOREIGN TAXES 2293 2293 0 EXCISE TAX 2321 0 0