2024-05-29T10:41:55-05:00 2023-12-31 311304859 BURRIS & COMPANY CPAS INC 4380 TONAWANDA TRAIL DAYTON OH 45430 990PF 2023-01-01 510530585 THE PUSKAR FAMILY FOUNDATION PUSK 9374777619 496 RUE MARSEILLE KETTERING OH 45429 BOB PUSKAR TRUSTEE 9374777619 2024-05-09 1 BOB PUSKAR 999009999 0 EDSELL T BURRIS P00015770 9374271000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1636319 X X 33865 33865 62853 255400 62853 96718 96718 0 0 0 1740 1740 0 15554 15554 0 159 159 0 536 336 200 17989 17789 200 83000 83000 100989 17789 83200 -4271 78929 95276 24576 24576 297473 245773 243298 512561 643411 818476 520220 507499 549969 1425530 1421259 1636319 0 0 X 1425530 1421259 0 0 0 0 1425530 1421259 1425530 1421259 1425530 -4271 0 1421259 0 1421259 PUBLICLY TRADED SECURITIES P 24904 26449 -1545 -1545 PUBLICLY TRADED SECURITIES P 230468 166098 64370 64370 CAPITAL GAINS DIVIDENDS P 28 28 28 62853 1097 0 1097 0 1097 2219 0 0 0 2219 0 1122 1122 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A CYNTHIA PUSKAR 9374777619 496 RUE MARSEILLE KETTERING OH 45429 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CYNTHIA A PUSKAR 496 RUE MARSEILLE KETTERING OH 45429 PRESIDENT/SECRETARY 0.00 0 0 0 ROBERT J PUSKAR 496 RUE MARSEILLE KETTERING OH 45429 VP/TREASURER 0.00 0 0 0 BRYAN M PUSKAR 1026 SE LINN STREET PORTLAND OR 97202 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1500409 59925 0 1560334 0 0 1560334 23405 1536929 76846 76846 1097 1097 75749 0 75749 0 75749 83200 0 83200 75749 0 0 18812 19657 39997 39673 12458 130597 83200 0 0 0 75749 7451 0 0 138048 0 0 0 0 0 0 18812 119236 19657 39997 39673 12458 7451 CYNTHIA A PUSKAR ROBERT J PUSKAR X CONVERGENCE RESOURCE CENTER 7961 N 76TH STREET MILWAUKEE WI 53223 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 13000 LIBRARY FOR AFRICA P O BOX 208 ENGLEWOOD OH 45322 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 10000 MIRACLE FEET 107 CONNER DRIVE SUITE 230 CHAPEL HILL NC 27514 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 10000 NOVA UKRAINE 963 MEARS CT STANFORD CA 94305 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 13000 PATH HOME 6220 SE 92ND AVENUE PORTLAND OR 97266 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 3000 RIVERWEST FOOD PANTRY 2610 N DR MARTIN LUTHER KING JR DRIVE MILWAUKEE WI 53212 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 13000 TORNADO SURVIVORS PATHWAY TO HOME OWNERSHIP C/O DAYTON FOUNDATION 14015 MAIN ST DAYTON OH 45409 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 5000 MACULAR DEGENERATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 3000 THE WHITE FEATHER FOUNDATION (CYNTHIA LENNON SCHOLARSHIP FOR GIRLS) 1334 PARKVIEW AVE SUITE 100 MANHATTAN BEACH CA 90266 NONE PC TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE 13000 83000 0 14 33865 18 62853 0 96718 0 96718 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1740 1740 0 ACENTURE PLC IRELAND CL A 11056 12282 ALPHABET INC 20340 33526 AMAZON COM INC 32928 30388 APPLE INC 18199 50058 ASML HOLDING NV NY 16345 14381 BLACKROCK INC 23741 32472 CATERPILLER INC 10545 17445 COSTCO WHOLESALE CORP 9484 11881 GOLDMAN SACHS GRP INC 18685 19674 HOME DEPOT INC 18276 21833 JAMES HARDIE INDS SE 3951 7347 JP MORGAN CHASE 15803 17010 LINDE PLC 8229 11500 LOCKHEED MARTIN CORP 9753 9971 MASTERCARD INC CL A 32769 42651 MCDONALDS CORP 16174 17791 MICROSOFT CORP 42708 64679 NUCOR CORPORATION 6893 8702 NVIDIA CORPORATIOON 16198 36151 PROCTOR & GAMBLE 12609 16119 PROLOGIS INC COM 24704 19995 SEMPRA 8425 7473 T-MOBILE US INC 7227 8016 UNION PACIFIC CORP 12072 12281 VALERO ENERGY CP DELA NEW 14639 26000 WALMART INC 16207 23490 ABBVIE INC COM 9454 9918 AMEREN CORP 7864 7451 BERKSHIRE HATHAWAY CL-B NEW 9055 9986 BROADCOM 8882 15627 CADENCE DESIGN SYSTEMS 7827 8443 COMCAST CORP 7813 7805 CONOCPHILLIPS 8626 8241 EATON CORP PLC 9365 10355 ENCORE WIRE CORP 9442 10680 GALLAGHER ARTHUR 7712 7421 INSIGHT ENTERPRISES 7856 9391 JABIL CIRCUIT 10922 14141 M/I HOMES INC 8303 15565 MATADOR RES CO 8739 8188 META PLATFORMS 13988 15220 NOVA LTD 8660 10029 NOVA NORDISK A/S ADR 9503 9828 PEPSICO INC 8450 7813 THERMO FISHER SCIENTIFIC 9244 10085 UNITED RENTALS INC 9325 12042 UNITED HEALTH GP INC 8964 8950 ZOETIS INC CLASS 9447 10658 CONS DISCRET SEL SFCT 16010 17523 245773 243298 0 0 HEALTH CARE SEL SECT SPDR FD AT COST 29368 43642 INVESCO 10-20 YR TREASU BD ETF AT COST 24974 23709 INVESCO 20+ YR TREASU BD ETF AT COST 49634 45880 ISHARES 3-7 TREASURY BD ETF AT COST 35618 35139 ISHARES BARCLAYS 1-3 YR TSY BD AT COST 60364 57428 ISHARES GLOBAL ENERGY ETF AT COST 9239 15292 ISHARES GOLD TRUST AT COST 21588 27321 ISHARES RUSSELL TOP 200 G ETF AT COST 26970 35044 ISHARES SILVER SHARES AT COST 21622 30492 SCHWAB EMERGING MARKETS EQUITY AT COST 36597 29748 VANGUARD INTERMEDIATE TERM COR AT COST 50030 51125 VANGUARD SHORT-TERM CORPORATE AT COST 50006 51064 VANGUARD SM CAP VALUE ETF AT COST 40602 53991 VANGUARD LONG-TERM CORPORATE AT COST 50887 50094 ANNUAL REGISTRATION FEE 200 0 200 PO BOX RENTAL 336 336 0 CONSULTING/ADVISORY FEES 15554 15554 0 FOREIGN TAX 159 159 0