2025-05-12T09:03:37-05:00 2024-12-31 391774588 VOGEL CONSULTING GROUP SC 3415 GATEWAY ROAD BROOKFIELD WI 53045 990PF 2024-01-01 472605358 AMICUS FOUNDATION AMIC 4066823906 PO BOX 286 CAMERON MT 59720 JOHN LAKE PRESIDENT 4066823906 2025-05-07 1 1 SHANNON M ZUR P00366024 2627904960 2024 2025-03-06 01:10:19Z X 23954942 X 6363139 314 314 773897 773897 2214545 6470959 2214545 1310 3439 9353205 2992195 0 0 0 3985 0 0 11614 0 0 10745 0 0 46314 2814 0 67705 67705 0 140363 70519 0 78050 78050 218413 70519 78050 9134792 2921676 50018 577286 577286 6461093 10283828 15664767 2708552 7128230 7712889 9219663 17989344 23954942 5400 10500 5400 10500 X 0 0 0 0 9214263 17978844 9214263 17978844 9219663 17989344 9214263 9134792 0 18349055 370211 17978844 SCHWAB 8701 P 2023-01-01 2024-12-31 1909367 1846979 62388 62388 SCHWAB 8701 P 2024-01-01 2024-12-31 3008540 1497873 1510667 1510667 SCHWAB 9819 P 2023-01-01 2024-12-31 199380 193708 5672 5672 SCHWAB 9819 P 2024-01-01 2024-12-31 1340299 697468 642831 642831 BOLTHOUSE EQUITY P 2023-01-01 2024-12-31 3506 3506 3506 BOLTHOUSE EQUITY P 2024-01-01 2024-12-31 17717 -17717 -17717 BOLTHOUSE FIXED P 2023-01-01 2024-12-31 2658 -2658 -2658 BOLTHOUSE FIXED P 2024-01-01 2024-12-31 9699 9699 9699 SECTION 1231 GAIN P 2024-01-01 2024-12-31 11 -11 -11 SECTION 1250 GAIN P 2024-01-01 2024-12-31 168 168 168 2214545 40611 0 40611 0 40611 43397 0 0 0 43397 X 0 2786 2786 0 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 1 1 N/A VOGEL CONSULTING GROUP SC 2627904960 3415 GATEWAY ROAD BROOKFIELD WI 53045 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN LAKE 1511 US HIGHWAY 287 NORTH CAMERON MT 59720 DIRECTOR & PRESIDENT 5.00 0 0 0 SHEILA LAKE 1511 US HIGHWAY 287 NORTH CAMERON MT 59720 DIRECTOR & SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 17534792 197029 2346024 20077845 0 0 20077845 301168 19776677 988834 988834 40611 40611 948223 0 948223 0 948223 78050 0 78050 948223 0 0 362650 900617 1263267 78050 0 0 0 78050 0 870173 870173 393094 0 0 0 0 0 0 0 393094 393094 X BAKERSFIELD ROTARY PO BOX 1628 BAKERSFIELD CA 93302 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2500 CAHP WIDOWS & ORPHANS TRUST FUND PO BOX 161209 SACRAMENTO CA 958161209 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 1500 ENNIS BOOSTER CLUB 223 S CHARLES STREET ENNIS MT 59729 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 1000 GRACES MEMORIAL HIGH SCHOOL 2800 LOMA LINDA DRIVE BAKERSFIELD CA 93305 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 7500 GUIDEPOSTS FOUNDATION 100 RESERVE ROAD SUITE E200 DANBURY CT 06810 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 300 MONTANA NONPROFIT ASSOCIATION 7 W 6TH AVE SUITE 610 HELENA MT 59624 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 250 NATIONAL CHRISTIAN FOUNDATION 1150 SANCTUARY PARKWAY SUITE 350 ALPHARETTA GA 30009 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 50000 RIVERLAKES CHURCH 4301 CALLOWAY DRIVE BAKERSFIELD CA 93312 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 4500 SEEDCORE BEYOND MEASURE 5001 CALIFORNIA AVENUE SUITE 214 BAKERSFIELD CA 93309 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 10000 WREATHS ACROSS AMERICA PO BOX 249 COLUMBIA FALLS ME 04623 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 500 78050 0 14 314 14 773897 01 3439 18 2214545 ENERGY TRANSFER ORDINARY 14 -1939 ENTERPRISE ORDINARY 14 -115 ENERGY TRANSFER NET RENTAL REAL ESTATE 14 -75 0 2990066 0 2990066 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN LAKE 1511 US HIGHWAY 287 NORTH CAMERON MT 59720 6353054 X 1 MARKETABLE SECURITIES 6353054 ACCOUNTING FEES 11614 0 0 EQUITIES 10283828 15664767 MUTUAL FUNDS AT COST 5352763 5366865 PARTNERSHIPS AT COST 1775467 2346024 CHANGE IN UNREALIZED BUILT IN GAIN ON CONTRIBUTED ASSETS 370211 OTHER DEDUCTIONS 67705 67705 0 OTHER PORTFOLIO INCOME 2719 2719 2719 TAX EXEMPT INCOME 720 720 720 ENERGY TRANSFER ORDINARY -1939 -1939 ENTERPRISE ORDINARY -115 -115 ENERGY TRANSFER NET RENTAL REAL ESTATE -75 -75 OUTSTANDING CHECKS 5400 10500 CONSULTING FEES 10745 0 0 OTHER BUSINESS EXPENSE 0 0 0 FEDERAL TAXES 43500 0 0 FOREIGN TAXES 2814 2814 0