2022-09-12T10:17:58-07:00 2022-06-30 814529486 Landon C Scott PLLC 8985 33rd St N Lake Elmo MN 55042 990PF 2021-07-01 205193741 ISORA WELLS FOUNDATION ISOR 6123289924 12231 ACADEMY ROAD NE Suite 301-322 ALBUQUERQUE NM 87111 Wendy Wells President 6123289924 2022-09-12 true Wendy Wells JULIE R RICHARDSON CPA P01567137 6517748785 2022-09-12 3 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z X 7688147 X X 114477 114477 1008741 3923756 1008741 0 0 1123218 1123218 4500 4500 0 7500 7500 91167 51167 40000 9224 0 3071 3071 115462 51167 55071 430000 430000 545462 51167 485071 577756 1072051 43267 73974 73974 498754 603252 603252 0 0 4386913 3948220 4394756 1870167 2751411 2616165 0 0 0 0 0 0 6799101 7376857 7688147 0 0 0 0 0 X 6799101 7376857 6799101 7376857 6799101 7376857 6799101 577756 7376857 7376857 SECURITIES SALES P 2021-06-01 2022-06-20 3923756 0 2915015 1008741 0 0 0 1008741 1008741 14902 0 14902 0 14902 8752 8752 8752 X 57 6207 0 false false false false false false false true true NM true false false false false true ISORAFOUNDATION.ORG Kerrie Blevins Consulting 6123289924 1330 LAGOON AVE FLOOR 4 MINNEAPOLIS MN 55408 false false false false false false false false false false false false false false false false false false false false false Alexander Moller 12231 Academy Road NE Suite 301-322 Albuquerque NM 87111 Director 1.00 1500 0 0 William King 12231 Academy Road NE Suite 301-322 Albuquerque NM 87111 Secretary 2.00 1500 0 0 Marika Wells 12231 Academy Road NE Suite 301-322 Albuquerque NM 87111 VP/Treasurer 1.00 1500 0 0 Wendy Wells 12231 Academy Road NE Suite 301-322 Albuquerque NM 87111 President 2.00 0 0 0 NONE 0 STIFFEL NICOLAUS & COMPANY ONE FINANCIAL PLAZA 501 N BROADWAY SAINT LOUIS MO 63102 INVESTMENT ADVISORY FEE 51167 1 8331943 799510 0 9131453 0 9131453 136972 8994481 449724 449724 14902 14902 434822 434822 434822 485071 485071 434822 0 0 45172 9003 8838 63013 485071 0 434822 50249 113262 0 0 0 0 0 113262 0 45172 9003 8838 50249 See Attachment 2 12231 ACADEMY ROAD NE SUITE 301-322 ALBUQUERQUE NM 87111 6123289924 See Attachment 2 See Attachment 2 See Attachment 2 SEE ATTACHMENT 3 12231 ACADEMY ROAD NE ALBUQUERQUE NM 87111 PC SEE ATTACHMENT 3 430000 430000 SEE ATTAHCMENT 3 12231 ACADEMY ROAD NE ALBUQUERQUE NM 87111 PC SEE ATTACHMENT 3 70000 70000 14 114477 18 1008741 1123218 1123218 false false false false false false false false false false LCS TAX PREP 2500 2500 LCS AUDIT FEE 5000 5000 SECURITIES SALES Purchased 3923756 2915015 1008741 SEE ATTACHMENT 1 2751411 2616165 SEE ATTACHMENT 1 3948220 4394756 DUES AND MEMBERSHIPS 1780 1780 SUPPLIES 646 646 WEBSITE 207 207 INSURANCE 413 413 FILING FEES 25 25 STIFFEL INVESTMENT ADVISORS 51167 51167 KERRIE BLEVINS CONSULTING MANAGEMENT SERVICES 40000 40000 EXCISE TAXES 9224