2025-08-04T12:29:42-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990PF 2024-01-01 261473302 FLAX FAMILY FOUNDATION FLAX 5052435116 3120 LA MANCHA PL NW ALBUQUERQUE NM 871043012 JANE FLAX PRESIDENT 5052435116 2025-08-01 1 1 STEPHEN LIVINGSTON P00317845 5058428290 2025-07-31 2024 2025-03-06 01:10:19Z X 1446369 X 79000 2469 2469 32154 32154 18111 278836 18111 131734 52734 0 0 0 158 0 158 9748 4874 4874 12774 12774 0 575 575 0 43 43 0 23298 18266 5032 66500 66500 89798 18266 71532 41936 34468 164654 146831 146831 711756 707885 1107999 135715 199764 191539 1012125 1054480 1446369 0 0 X 1012125 1054480 1012125 1054480 1012125 1054480 1012125 41936 419 1054480 0 1054480 PUBLICLY TRADED SECURITIES-3186 226336 208218 18118 18118 PUBLICLY TRADED SECURITIES-8685 52500 52507 -7 -7 18111 479 0 479 0 479 1506 0 0 0 1506 0 1027 1027 0 0 0 0 0 0 0 0 0 0 0 1 1 NM 1 0 0 0 0 1 N/A THE FOUNDATION 5052435116 3120 LA MANCHA PL NW ALBUQUERQUE NM 871043012 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE FLAX 3120 LA MANCHA PL NW ALBUQUERQUE NM 87104 PRESIDENT 1.00 0 0 0 MICHAEL G FLAX MD 3120 LA MANCHA PL NW ALBUQUERQUE NM 87104 SECRETARY/TREASURER 1.00 0 0 0 REBECCA FLAX 3120 LA MANCHA PL NW ALBUQUERQUE NM 87104 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1293071 78395 0 1371466 0 0 1371466 20572 1350894 67545 67545 479 479 67066 0 67066 0 67066 71532 0 71532 67066 365 0 0 71532 365 0 0 67066 4101 0 0 4101 0 0 0 0 0 0 0 4101 4101 JANE FLAX MICHAEL G FLAX MD X BIXBY SCHOOL 4760 TABLE MESA DR BOULDER CO 80305 PC PROMOTES EDUCATION. 10000 COLORADO ROCKY MOUNTAIN SCHOOL 500 HOLDEN WAY CARBONDALE CO 81623 PC TO PROVIDE EDUCATION 500 CONG BNAI ISRAEL 253 PROSPECT STREET NORTHAMPTON MA 01060 PC TO MAINTAIN A SYNAGOGUE, RELIGIOUS SCHOOL, A CEMETERY, AND SUCH ADDITIONAL EDUCATIONAL, RELIGIOUS, SOCIAL, AND RECREATIONAL ACTIVITIES AS WILL TEND TO STRENGTHEN JEWISH LIFE. 10000 EXPLORA 1701 MOUNTAIN ROAD NW ALBUQUERQUE NM 87104 PC TO PROVIDE SCIENCE EDUCATION TO CHILDREN 10000 GARY SINISE FOUNDATION PO BOX 368 WOODLAND HILLS CA 91365 PC TO CREATE PROGRAMS TO EDUCATE, ENTERTAIN, INSPIRE, STRENGTHEN, AND BUILD COMMUNITIES BY HONORING OUR DEFENDERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND THOSE IN NEED. 6000 JENIFER RIORDAN FOUNDATION 11024 MONTGOMERY BLVD NE 193 ALBUQUERQUE NM 87111 PC TO HONOR THE LEGACY OF JENNIFER RIORDAN AND SUPPORT THE CAUSES SHE CARED ABOUT, INCLUDING ALBUQUERQUE VITALITY, FINANCIAL LITERACY, CHILDHOOD EDUCATION, AND WOMEN'S EMPOWERMENT. 1000 JOY JUNCTION 2103 WYOMING BLVD NE ALBUQUERQUE NM 87112 PC TO PROVIDE SHELTER FOR HOMELESS IN NEW MEXICO 5000 JUNIOR LEAGUE OF ALBUQUERQUE 6121 INDIAN SCHOOL RD NE STE 120 ALBUQUERQUE NM 87110 PC TO PROMOTING VOLUNTARISM, DEVELOPING THE POTENTIAL OF WOMEN, AND IMPROVING THE COMMUNITY THROUGH THE EFFECTIVE ACTION AND LEADERSHIP OF TRAINED VOLUNTEERS 1000 NM HOLOCAUST MUSEUM 616 CENTRAL AVE SW ALBUQUERQUE NM 87102 PC PROVIDES EDUCATION CONCERNING THE HOLOCAUST AND OTHER GENOCIDES, HUMAN RIGHTS, AND SOCIAL JUSTICE ISSUES. 2500 ROADRUNNER FOOD BANK 5840 OFFICE BLVD NE ALBUQUERQUE NM 87109 PC TO PROVIDE EQUAL ACCESS TO HUNGER RELIEF 5000 SARANAM 1028 EUBANK BLVD NE ALBUQUERQUE NM 87112 PC TO EMPOWER FAMILIES TO END THEIR HOMELESSNESS AND POVERTY THROUGH HOUSING, EDUCATION, AND SUPPORTIVE COMMUNITIES. 5000 SNOW LION PRE SCHOOL 2580 IRIS AVE BOULDER CO 80304 PC PROMOTES EDUCATION. 10000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC TO PROVIDE MORTGAGE-FREE SMART HOMES TO OUR NATION'S CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS, AND MORTGAGE-FREE HOMES OR MORTGAGE PAYOFFS TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN. 500 66500 0 14 2469 14 32154 18 18111 0 52734 0 52734 0 0 0 0 0 0 0 0 0 0 X X 1 FLAX CHARITABLE LEAD ANNUITY TRUST 3120 LA MANCHA PLACE NW ALBUQUERQUE NM 87104 79000 X ACCOUNTING FEES 9748 4874 4874 244 SHS ABB LTD SPONS ADR 4863 13105 160 SHS ALCON INC 10222 13582 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43 SHS LANDSTAR SYSTEMS INC 3417 7390 25 SHS LINDE PLC 7590 10467 14 SHS MERCADOLIBRE INC 6630 15304 614 SHS NORDSTROM INC 12243 14828 63 SHS NOVARTIS AG 3671 6131 10 SHS O'REILLY AUTOMOTIVE INC 2246 11858 151 SHS ONE GAS INC 9751 10457 301 SHS ONEMAIN HOLDGS INC 8044 15691 93 SHS PEPSICO INC 10626 14142 178 SHS SANOFI ADR 8442 8585 127 SHS SCIENCE APPLICATIONS INTL CORP 11773 16432 258 SHS SELECT SECTOR SPDR ETF UTILITIES 16269 19528 237 SHS SELECT SECTOR SPDR ETF CONSUMER STAPLES 16348 18631 89 SHS SIEMENS AG ADR 4325 8605 305 SHS SOCIEDAD QUIMICA MINERAL DE CHILE S A SPONS 9874 11090 99 SHS SPDR GOLD TRUST 16895 23971 150 SHS TEREX CORP NEW 4594 6933 114 SHS TESLA INC 33908 75518 82 SHS TOYOTA MTR CORP 9947 15958 701 SHS VANGUARD SHORT TERM ETF 57008 54166 754 SHS VANGUARD SHORT TERM ETF CORP BOND 60638 58820 574 SHS WISDOMTREE TRUST EUROPE HEDGED 16241 25095 UNITED PARKS & RESORTS INC 3851 15621 CHART INDUSTRIES INC GTLS 11134 12595 521 SHS ISHARES ETF 7-10 TREAS BOND 38616 38363 3216.739 SHS DODGE & COX INC FD AT COST 84049 78344 3490.676 SHS LOOMIS SAYLES LTD TERM AT COST 41715 39195 FIDELITY AT COST 74000 74000 LEGAL FEES 158 0 158 ADR AND OTHER MISC INV FEES 43 43 0 OTHER MISC BOOK/TAX DIFFERENCES 419 ADVISORY FEES 12774 12774 0 FOREIGN TAXES PAID 575 575 0