2024-05-15T18:15:59-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990PF 2022-07-01 959013325 PHOENIX FOUNDATION TRUST FUND MOST WORSHIPFUL GRAND LODGE F&AM OF AZ PHOE 6022521924 PO BOX 2059 GILBERT AZ 85299 RONALD W RICHARDS GRAND TREASURER 6022521924 2024-05-14 1 RONALD RICHARDS XXX-XX-XXXX 1 WAYNE M HUNTER P01073139 6022662248 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 798154 X 0 X 35911 35911 -15191 191704 0 20720 35911 0 0 0 221 0 0 8295 4147 4148 2193 2193 0 423 0 0 2684 1342 1342 13816 7682 5490 40000 40000 53816 7682 45490 -33096 28229 10461 3228 3228 24119 22826 22826 858440 831787 746127 0 25973 25973 893020 883814 798154 0 0 X 893020 883814 893020 883814 893020 883814 893020 -33096 23890 883814 0 883814 PUBLICLY TRADED SECURITIES 2023-06-30 36058 42013 -5955 -5955 PUBLICLY TRADED SECURITIES 2023-06-30 150075 161065 -10990 -10990 PUBLICLY TRADED SECURITIES 2022-12-31 5571 3817 1754 1754 -15191 392 0 392 0 392 255 0 0 0 255 0 137 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A RONALD W RICHARDS GRAND TREASURER 6022521924 PO BOX 2059 GILBERT AZ 85299 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JIM BAKER PO BOX 2059 GILBERT AZ 85299 GRAND MASTER 0.10 0 0 0 GREGORY A VASQUEZ PO BOX 2059 GILBERT AZ 85299 GRAND SECRETARY 0.10 0 0 0 RONALD W RICHARDS PO BOX 2059 GILBERT AZ 85299 GRAND TREASURER 0.10 0 0 0 RANDAL SCOTT JAGER PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE 0.10 0 0 0 EARL L WUNDER PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE 0.10 0 0 0 WILLIAM E WILKINSON PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE 0.10 0 0 0 CRAIG GROSS PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 866895 9142 0 876037 0 0 876037 13141 862896 43145 43145 392 392 42753 0 42753 0 42753 45490 0 45490 42753 0 0 2990 11300 14290 45490 0 0 0 42753 2737 0 0 17027 0 0 0 0 0 0 0 17027 2990 11300 2737 GRAND SECRETARY PO BOX 2059 GILBERT AZ 85299 6022521924 AZGND_TREA@AZMASONS.ORG LETTER DESCRIBING SCHOLARSHIP NEEDS WITH AN APPLICATION OBTAINED FROM ANY MASONIC LODGE. FEBRUARY 1ST FOR THE FOLLOWING SCHOOL YEAR. SCHOLARSHIPS TO PUBLIC COLLEGES AND UNIVERSITIES IN ARIZONA. COLEMAN CLARK C/O ARIZONA STATE UNIVERSITY PO BOX 870412 TEMPE AZ 852870412 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 ZOYA KHAN C/O ARIZONA STATE UNIVERSITY PO BOX 870412 TEMPE AZ 852870412 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 TRISTEN MELENDEZ C/O ARIZONA STATE UNIVERSITY PO BOX 870412 TEMPE AZ 852870412 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 1000 HAILEY SONNETT C/O ARIZONA STATE UNIVERSITY PO BOX 870412 TEMPE AZ 852870412 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 1000 MAYCEE MICHAELS CO COCHISE COLLEGE 901 COLOMBO AVE SIERRA VISTA AZ 85635 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 EMMA ALMODOBA C/O EMBRY-RIDDLE AERONAUTICAL UNIVERSITY 3700 WILLOW CREEK ROAD PRESCOTT AZ 86301 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 HALEY CHILDRESS C/O EMBRY-RIDDLE AERONAUTICAL UNIVERSITY 3700 WILLOW CREEK ROAD PRESCOTT AZ 86301 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 WILLIAM WALLACE C/O EMBRY-RIDDLE AERONAUTICAL UNIVERSITY 3700 WILLOW CREEK ROAD PRESCOTT AZ 86301 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 SAMANTHA MORIN C/O GRAND CANYON UNIVERSITY 3300 W CAMELBACK PHOENIX AZ 85017 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES 2000 KYLE ROHRBACHER C/O GRAND CANYON UNIVERSITY 3300 W CAMELBACK PHOENIX AZ 85017 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 1000 ZACHERY BROWN C/O NORTHERN ARIZONA UNIVERSITY P O BOX 4108 FLAGSTAFF AZ 86011 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 ISABELLA COUTURE C/O NORTHERN ARIZONA UNIVERSITY P O BOX 4108 FLAGSTAFF AZ 86011 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 JACKSON COX C/O NORTHERN ARIZONA UNIVERSITY P O BOX 4108 FLAGSTAFF AZ 86011 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 EMMA DEKORTE C/O NORTHERN ARIZONA UNIVERSITY P O BOX 4108 FLAGSTAFF AZ 86011 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 MAKAYLA GRAHAM C/O NORTHERN ARIZONA UNIVERSITY P O BOX 4108 FLAGSTAFF AZ 86011 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 AMANDA MACHOLL C/O NORTHERN ARIZONA UNIVERSITY P O BOX 4108 FLAGSTAFF AZ 86011 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 MYA ZAHN C/O NORTHERN ARIZONA UNIVERSITY P O BOX 4108 FLAGSTAFF AZ 86011 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 1000 ALEXANDER HULSTROM C/O NORTHERN MICHIGAN UNIVERSITY 1401 PRESQUE ISLE AVE MARQUETTE MI 49855 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 ALEXANDER SAMUEL C/O PIMA COMMUNITY COLLEGE FOUNDATION 4905C E BROADWAY BLVD TUCSON AZ 857091320 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 1000 ALEXANDER ASHELY C/O UNIVERSITY OF ARIZONA PO BOX 210066 TUCSON AZ 85721 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 HANNAH CANDELA C/O UNIVERSITY OF ARIZONA PO BOX 210066 TUCSON AZ 85721 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 JO MIKRONIS C/O UNIVERSITY OF ARIZONA PO BOX 210066 TUCSON AZ 85721 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2000 KIERA RATJE C/O UNIVERSITY OF ARIZONA PO BOX 210066 TUCSON AZ 85721 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 1000 40000 0 14 35911 18 -15191 0 20720 0 20720 0 0 0 0 0 0 0 1 0 1b(6) 2579 MOST WORSHIPFUL GRAND LODGE FREE & ACCEPTED MASONS OF AZ ADMINISTRATION OF THE SCHOLARSHIP PROGRAM 1 MOST WORSHIPFUL GRAND LODGE FREE & ACCEPTED MASONS OF AZ 501(C)(10) COMMON TRUSTEES ACCOUNTING FEES 8295 4147 4148 AMERICAN BALANCED FUND CLASS F-2 37325 37325 AMERICAN MUTUAL FUND CLASS F-2 32432 32432 CAPITAL INCOME BUILDER FUND CLASS F-2 29831 29831 FIDELITY ADVISOR BALANCED FUND CLASS I 38026 38026 FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS I 12223 12223 FIDELITY ADVISOR (FOCUS) HEALTH CARE FUND CLASS I 15768 15768 FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I 31665 31665 FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND 14530 14530 FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND CLASS I 27867 27867 FIDELITY ADVISOR MEGA CAP STOCK FUND CLASS I 27544 27544 FIDELITY ADVISOR TOTAL BOND FUND CLASS I 60950 60950 FIDELITY ADVISOR MULTI ASSET INCOME FUND CLASS I 20847 20847 FRANKLIN INCOME FUND ADVISOR CLASS 12380 12380 JPMORGAN INCOME BUILDER FUND CLASS I 29467 29467 JPMORGAN CORE PLUS BOND FUND CLASS I 17755 17775 PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS 52661 52661 PIMCO INVESTMENT GRADE CREDIT BOND FUND INSTL CLASS 85680 0 PIMCO INCOME FUND INSTITUTIONAL CLASS 52623 52623 PGIM GLOBAL TOTAL RETURN FUND CLASS Z 19760 19760 PGIM TOTAL RETURN BOND FUND CLASS Z 42809 42809 VANGUARD HEALTH CARE FUND ADMIRAL SHARES 16063 16063 VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES 35505 35505 VOYA STRATEGIC INCOME OPPORTUNITIES FUND CLASS I 59444 59444 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND CLASS I 20730 20730 AMERICAN INCOME FUND OF AMERICA CLASS F2 29232 29232 PIMCO TRENDS MANAGED FUTURES STRATEGY FUND INSTITUTIONAL CLASS 8670 8670 22826 22826 0 0 WELLS FARGO SIOUX FALLS D CTF DEP FMV 25973 25973 LEGAL FEES 221 0 0 ADMINISTRATIVE SERVICES 2684 1342 1342 UNREALIZED LOSS 23890 INVESTMENT FEES 2193 2193 0 INCOME TAXES PAID 423 0 0