2026-07-01T16:15:23-05:00 2025-12-31 383657352 AMADO & ASSOCIATES CPAS PC 4810 E CAMP LOWELL DRIVE TUCSON AZ 85712 990PF 2025-01-01 300692755 RAYMOND & MARGARET VICKER TRUST RAYM 5207921181 3430 E SUNRISE DR 200 TUCSON AZ 857183236 K ALEXANDER HOBSON CO-TRUSTEE 5207921181 2026-06-22 1 JOHN F O'DOWD P00236311 5202960099 2025 2025-03-06 01:10:19Z X 3879651 X X 6231 3955 73302 69398 424413 1546319 424413 503946 497766 0 0 0 2500 1250 1250 63931 63931 0 4197 4197 0 7 7 0 70635 69385 1250 183000 183000 253635 69385 184250 250311 428381 310200 134786 134786 90839 90219 90317 2072269 2492974 3451643 34099 34099 36266 187645 193285 166639 4585 4585 0 2699637 2949948 3879651 0 0 X 0 0 0 0 2699637 2949948 2699637 2949948 2699637 2949948 2699637 250311 0 2949948 0 2949948 WELLS FARGO 7944-ST 178459 179823 -1364 -1364 WELLS FARGO 7944-LT 857245 595367 261878 261878 WELLS FARGO 8694-LT 236 236 236 WELLS FARGO 9798-ST 64518 47473 17045 17045 WELLS FARGO 9798-LT 445848 299243 146605 146605 CAPITAL GAINS DIVIDENDS P 13 13 13 424413 5954 0 5954 0 5954 2800 0 0 0 2800 50 3204 0 0 0 0 0 0 0 0 0 0 1 1 AZ 0 0 0 0 0 1 N/A K ALEXANDER HOBSON 5207921181 3430 E SUNRISE DR TUCSON AZ 857183236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 K ALEXANDER HOBSON 3430 E SUNRISE DR STE 200 TUCSON AZ 857183236 TRUSTEE 0.30 0 0 0 NONE 0 WELLS FARGO CLEARING SERVICES LLC 2801 MARKET STREET SAINT LOUIS MO 63103 INVESTMENT MANAGMENT 63931 0 0 3469760 274908 0 3744668 0 0 3744668 56170 3688498 184425 184425 5954 5954 178471 0 178471 0 178471 184250 0 184250 178471 48155 0 0 184250 48155 0 0 136095 0 0 0 0 0 0 0 0 42376 0 0 0 K ALEXANDER HOBSON 3430 E SUNRISE DR STE 200 TUCSON AZ 857183236 5207921181 LETTER NONE MUST BE A 501(C)(3) ORGANIZATION ARIZONA LAND & WATER TRUST 5049 E BROADWAY BLVD SUITE 117 TUCSON AZ 85711 NONE PC SUPPORT THE ORGANIZATION'S MISSION OF ARIZONA LAND AND WATER CONSERVATION 45000 CASA ADOBES ROTARY FOUNDATION POBOX 65716 TUCSON AZ 85728 NONE PC PROVIDE FUNDING FOR ROTARY CLUB LOCAL CHARITABLE PROJECTS 15000 CASA DE LOS NINOS INC 1120 N 5TH AVE TUCSON AZ 85705 NONE PC SUPPORT THE ORGANIZATION'S PROJECT IN ASSITING FAMILIES EXPOSED TO TRAUMA 5000 CASEYS CHILDREN 937 N 5TH AVENUE TUCSON AZ 85705 NONE PC PROVIDE FINANCIAL ASSITANCE TO LOCAL NEEDY FAMILIES 50000 CITIZENSHIP COALITION 199 COLWELL DR DEDHAM MA 02026 NONE PC SUPPORT THE ORGANIZATION'S CHARITABLE PROJECTS 10000 ESCUELA DE VICTORIA 6849 W INDIAN SCHOOL RD PHOENIX AZ 85033 NONE PC SUPPORT CHILDREN'S EDCUATIONAL PROGRAMS 25000 INTERNATIONAL SCHOOL OF TUCSON 1701 E SENECA ST TUCSON AZ 85719 NONE PC STEM GRANT 12000 PATRONATO SAN XAVIER PO BOX 522 TUCSON AZ 85702 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION OF MAINTIANING AND CONVEYING THE SIGNIFICANCE OF MISSION SAN XAVIER DEL BAC 5000 RINCON ROTARY CLUB FOUNDATION PO BOX 14433 TUCSON AZ 85732 NONE PC PROVIDE FUNDING FOR ROTARY CLUB LOCAL CHARITABLE PROJECTS 5000 THE CENTURIONS OF SOUTHERN ARIZONA CHARITABLE FOUNDATION PO BOX 30865 TUCSON AZ 85751 NONE PC SUPPORT THE ORGANIZATION'S LOCAL CHARITABLE PROJECTS FOR CHIDREN'S SERVICES 3500 TUCSON FESTIVAL OF BOOKS PO BOX 42466 TUCSON AZ 85733 NONE PC SUPPORT THE ORGANIZATIONS 2024/2025 PROGRAMS 2500 YOUTH ON THEIR OWN 1660 N ALVERNON WAY TUCSON AZ 85712 NONE PC SUPPORT THE ORGANZATION'S PROJECTS FOR HOMELESS YOUTH 5000 183000 0 14 6231 14 73302 18 424413 0 503946 0 503946 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2500 1250 1250 FOR TAX YEAR 2018 AND AFTER, TAX EXEMPT ORGANIZATIONS ARE NO LONGER REQUIRED TO FILE AN ARIZONA FORM OR PROVIDE A COPY OF THE FEDRAL EQUIVALENT TO THE STATE OF ARIZONA. IF A FEDERAL 990-T IS REQUIRED, AN ARIZONA 99-T IS REQUIRED TO BE FILED, THIS DOES NOT APPLY TO THIS ORGANIZATION FOR THIS TAX YEAR. THE SECRETARY OF STATE STILL REQUIRES VETERAN'S CHARITABLE ORGANIZATIONS TO REPORT CERTAIN ACTIVITIES RELATED TO FUNDRASING, THIS DOES NOT APPLY TO THIS ORGANIZATION. 35,000 SHS GE CAPITAL, 5.250%, DUE 04/15/2034 34099 36266 241 SHS ABBVIE INC 25522 55066 80 SHS ACCCENTURE PLC IRELAND SHARES CLASS A 15505 21464 179 SHS ALPHABET INC 32899 56027 239 SHS AMPHENOL CORP NEW 29853 32298 90 SHS ANALOG DEVICES INC 17111 24408 218 SHS APOLLO GLOBAL MGNT INC 26205 31558 110 SHS AVERY DENNISON CORP 24250 20007 252 SHS BROADCOM INC 9313 87217 225 SHS BROADRIDGE FINANCIAL SOLUTIONS 26536 50213 66 SHS CARLISLE COMPANIES INC 19851 21111 453 CARRIER GLOBAL CORP 30870 23937 117 SHS CBOE GLOBAL MARKETS INC 24971 29367 90 SHS CHEVERON CORPORATION 14631 13717 259 SHS CINTAS CORP 5576 48710 34 SHS CME GROUP INC 6687 9285 347 SHS CMS ENERGY CORP 22806 24266 93 SHS ELI LILLY & CO 15689 99945 223 SHS ENCOMPASS HEALTH CORP 23035 23669 50 SHS EVERCORE INC 5672 17013 38 SHS FERRARI NEW 16892 14043 330 SHS HARTFORD FINL SVCS GROUP INC 25564 45474 79 SHS HOME DEPOT INC 10315 27184 46 SHS HUBBELL INC 19094 20429 110 SHS JPMORGAN CHASE & CO 21225 35444 167 SHS KKR & CO INC 17232 21289 21 SHS LINDE PLC NEW 8870 8954 94 SHS L3HARRIS TECHNOLOGIES INC 21913 27596 91 SHS MARSH & MC LENNAN COMPANIES INC 9245 16882 68 SHS META PLATFORMS INC 37877 44886 79 SHS MICROSOFT CORP 38745 38206 674 SHS MONDELEZ INTL INC 40809 36281 160 SHS MOTOROLA SOLUTIONS INC 32226 61331 457 SHS NEXTERA ENERGY INC 15791 36688 65 SHS ORACLE CORPORATION 11222 12669 40 SHS PARKER-HANNIFIN CORP 28782 35158 120 SHS PROCTER & GAMBLE CO 16435 17197 192 SHS REINSURANCE GROUP OF AMERICA INC 39547 39064 295 SHS SEMPRA ENERGY 18220 26046 90 SHS SNAP-ON INC 28624 31014 330 SHS TAIWAN SEMICONDUCTOR 68020 100284 220 SHS TARGA RESOURCES CORP 23026 40590 437 TJX COS INC NEW 33473 67128 119 SHS TRAVELERS COS INC 24333 34517 116 SHS UNITED HEALTH GROUP INC 39852 38293 316 SHS VICTORY CAPITAL HOLDINGS 20873 19936 221 SHS WALMART INC 19884 24622 185 SHS WASTE MGMT INC DEL 28642 40646 222 SHS WESTERN DIGITAL CORP 12633 38244 720 SHS WILLIAMS COMPANIES INC 27799 43279 189 SHS ALPHABET INC 32648 59157 244 SHS APPLE INC 32353 66334 269 SHS APPLIED MATERIALS INC 44508 69130 101 SHS BERKSHIRE HATHAWAY INC 47404 50768 342 SHS CHEVRON CORPORATION 49030 52124 133 SHS HOME DEPOT INC 36222 45765 112 SHS INTERANTIONAL BUSINESS MACHINE CORP 21405 33176 298 SHS INVESCO QQQ ETF 163270 183064 171 SHS JPMORGAN CHASE & CO 20820 55100 99 SHS MICROSOFT CORP 17661 47878 459 SHS PRUDENTIAL FINANCIAL INC 47497 51812 108 SHS SPDR GOLD TRUST 16450 42801 1,151 SHS VANGUARD FTSE ETF DEV MKTS 65360 71903 289 SHS VANGUARD INDEX FDS ETF S&P 500 163671 181240 994 SHS VANGUARD INTL EQUITY ETY INDEX 49049 53437 1,335 SHS VANGUARD MUN BD FDS ETF TAX EXEMPT 65342 67137 1,334 SHS VANGUARD TOTAL BOND ETF MARKET 104772 98809 1,898 SHS VANGUARD TOTAL INTL ETF STOCK INDEX FUND 100862 143185 925 SHS VANGUARD VALUE ETF 163540 176666 2,047 SHS WISDOMTREE S/C DVD ETF FD 54419 68472 1,958 SHS WISDOMTREE US MIDCAP ETF DIVIDEND FUND 62546 101033 18715 14323 71504 75994 15,987.091 SHS LORD ABBETT SHORT DURATION INCOME FUND AT COST 70900 62190 6,815.46 SHS BLACKROCK INFLATION PROTECTED BOND FUND AT COST 75586 64951 3,846 SHS ABRDN NATIONAL MUNICIPAL INCOME AT COST 46799 39498 PENDING BASIS ADJUSTMENTS 4585 4585 INVESTMENT EXPENSE 7 7 0 INVESTMENT FEES 63931 63931 0 FOREIGN TAXES 743 743 0 ESTIMATED TAX PAYMENTS 2800 2800 0 FEDERAL TAX EXPENSE 654 654 0