2024-11-14T13:21:13-06:00 2023-12-31 843576516 Hansen CPA's 724 S Pearl Street Denver CO 80209 990PF 2023-01-01 846039406 William F Marlar Memorial Foundation Inc WILL 3032824355 4880 S Dillon St Aurora CO 80015 Thomas M Almon Trustee 3032824355 2024-11-14 1 1 Josh Hansen CPA P02419962 3037538200 2023 2024-10-15 13:58:12Z X 706534 X X 8930 8930 11554 11554 -18711 112004 0 1773 20484 0 0 0 2700 1350 0 16744 11944 0 201 76 0 19645 13370 0 40000 40000 59645 13370 40000 -57872 7114 11462 4041 4041 25399 10614 10614 375964 346382 545514 164175 153087 146365 4406 9410 0 581406 523534 706534 0 0 X 606803 606803 0 0 -25397 -83269 581406 523534 581406 523534 581406 -57872 0 523534 0 523534 CROWN CASTLE INC COM 2023-02-23 2023-09-13 489 665 -176 -176 SVB FINANCIAL GROUP COM 2023-02-23 2023-03-29 13 5987 -5974 -5974 ALPHABET INC CAP STKCL A 2018-04-17 2023-12-05 521 216 305 305 AMAZON.COM INC 2018-05-30 2023-12-05 882 488 394 394 APPLE INC 2018-04-17 2023-12-05 1157 268 889 889 BROADCOM INC COM 2018-04-17 2023-12-05 915 253 662 662 COSTCO WHOLESALE CORP COM USD0.01 2018-05-30 2023-12-05 603 201 402 402 CROWN CASTLE INC COM 2019-08-15 2023-02-23 1664 2280 -616 -616 DIGITAL REALTY TRUSTINC 2019-08-02 2023-02-23 3450 3716 -266 -266 DISNEY WALT CO COM 2021-04-17 2023-03-28 3339 4471 -1132 -1132 FIRST REPUBLIC BANK SAN FRANCISCO COM US 2020-12-14 2023-03-10 2224 4122 -1898 -1898 INTUIT INC 2018-04-17 2023-12-05 1140 358 782 782 LOWES COS INC NOTE 3.87500% 9/15/2023 2016-12-30 2023-09-15 20000 20000 0 0 MICROSOFT CORP 2020-03-19 2023-12-05 1485 568 917 917 OREILLY AUTOMOTIVE INC COM 2018-05-30 2023-12-05 1923 546 1377 1377 OREILLY AUTOMOTIVE INC NOTE 3.85000% 06/ 2018-08-15 2023-06-15 25000 25000 0 0 PALO ALTO NETWORKS INC COM USD0.0001 2022-11-04 2023-12-05 873 421 452 452 PULTE GROUP INC COM USD0.01 2022-01-31 2023-12-05 912 522 390 390 SALESFORCE INC COM 2020-01-30 2023-02-23 3073 3505 -432 -432 SALEFORCE INC NOTE 3.25000% 04/11/2023 2018-04-18 2023-04-11 25000 24987 13 13 SVB FINANCIAL GROUP NOTE CALL MAKE WHOLE 2022-01-04 2023-03-14 12355 25873 -13518 -13518 UNITEDHEALTH GROUP INC 2018-05-30 2023-12-05 1100 491 609 609 VERIZON COMMUNICATIONS INC 2018-11-15 2023-04-18 3862 5777 -1915 -1915 Capital Gains Dividends P 24 24 24 -18711 99 0 99 0 99 908 0 0 0 908 0 809 809 0 0 0 0 0 0 0 0 0 0 0 0 1 CO 1 0 0 0 0 1 N/A Thomas M Almon 3032824355 4880 South Dillon St Aurora CO 80015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Thomas M Almon 4880 S Dillon St Aurora CO 80015 Trustee 1.00 0 0 0 George D Almon 910 Olive St Denver CO 80220 Trustee 0.50 0 0 0 NONE 0 NONE 0 0 656631 43197 0 699828 0 0 699828 10497 689331 34467 34467 99 99 34368 0 34368 0 34368 40000 0 40000 34368 0 0 12654 6181 7250 3649 7687 37421 40000 0 0 0 34368 5632 0 0 43053 0 0 0 0 0 0 12654 30399 6181 7250 3649 7687 5632 X California Institute of Technology 1200 E California Blvd Pasadena CA 91125 Grant Aeronautics Fellowships 10000 Massachusetts Institute of Technology 77 Massachusetts Ave Building 4-204 Cambridge MA 02139 Grant Faculty Lounge Fund 10000 University of Colorado 1440 15th Street Boulder CO 80309 Grant Human Spaceflight Fund 20000 40000 0 14 8930 14 11554 14 -18711 0 1773 0 1773 0 0 0 0 0 0 0 0 0 0 Tax Preparation 2700 1350 0 Corporate Bonds 153087 146365 Corporate Stock 346382 545514 Accrued Interest 4406 9410 Fidelity Account Fees 7144 7144 0 Trustee Fees 9600 4800 0 Foreign Tax Paid 76 76 0 Federal Income Tax 125 0 0