2025-08-22T14:29:53-07:00 2024-12-31 824075467 Modis Advisors PC 10620 Treena St Ste 230 San Diego CA 92131 990PF 2024-01-01 472199519 The W Wright Foundation WWRI 5206243000 33 N TUCSON BLVD TUCSON AZ 85716 MELINDA GRIFFITH Secretary 2025-08-21 true true Peter Kim P02051390 8583673576 X 2024 2025-03-06 01:10:19Z X 0 X X 3000 3000 3000 28033 28033 28033 304483 1293175 304483 6944 335516 335516 37977 2420 3008 985 6856 13269 0 0 96000 96000 109269 0 96000 226247 335516 37977 4652 6116 194820 365379 49283 129578 870956 617532 1119711 1118605 0 1 1 X 1119711 1118604 1119711 1118604 1119711 1118605 1119711 226247 1345958 227354 1118604 88.734 FRANKLIN GROWTH OPPOR A / XXX-XX-XXXX / FG P 2024-01-01 2024-05-29 4344 3513 831 831 20.429 JOHN HANCOCK INFRASTRUCTURE A / 47803P44 P 2024-01-01 2024-05-29 282 239 43 43 21.437 FRANKLIN MUTUAL SHARES A / XXX-XX-XXXX / T P 2024-01-01 2024-05-29 535 579 -44 -44 50 CATERPILLAR INC / XXX-XX-XXXX / CAT P 2020-03-13 2024-05-29 16686 4843 11843 11843 15.548 FRANKLIN EQUITY INCOME A / XXX-XX-XXXX / F P 2019-02-27 2024-05-29 491 397 94 94 618.165 FRANKLIN EQUITY INCOME A / XXX-XX-XXXX / F P 2023-01-01 2024-05-29 19509 15789 3720 3720 840.925 HARTFORD BALANCED INCOME A / XXX-XX-XXXX / P 2015-09-29 2024-05-29 12000 11159 841 841 963.171 JOHN HANCOCK INFRASTRUCTURE A / 47803P44 P 2023-01-01 2024-05-29 13272 11275 1997 1997 13 MICROSOFT CORP / XXX-XX-XXXX / MSFT P 2015-09-29 2024-05-29 5449 563 4886 4886 356.066 FRANKLIN MUTUAL SHARES A / XXX-XX-XXXX / T P 2023-01-01 2024-05-29 8887 9611 -724 -724 52 WARNER BROS DISCOVERY INC / XXX-XX-XXXX / P 2015-09-29 2024-05-29 389 1616 -1227 -1227 650.683 FRANKLIN GROWTH OPPOR A / XXX-XX-XXXX / FG P 2023-01-01 2024-05-29 31857 25763 6094 6094 247.629 INVESCO INTL SM-MID COMPANY R6 P 2024-08-29 2024-10-29 10571 11138 -567 -567 0.33971 APPLE INC P 2024-01-01 2024-08-28 77 66 11 11 0.87254 CATERPILLAR INC P 2024-01-01 2024-08-28 306 270 36 36 0.07288 CATERPILLAR INC P 2023-11-16 2024-08-28 26 18 8 8 30.419 FRANKLIN GROWTH A P 2024-01-01 2024-08-28 4330 2688 1642 1642 92.136 FRANKLIN EQUITY INCOME A P 2024-01-01 2024-08-28 3102 2357 745 745 146.642 FRANKLIN TOTAL RETURN A P 2024-01-01 2024-08-28 1244 1411 -167 -167 54.065 FRANKLIN RISING DIVIDENDS A P 2024-01-01 2024-08-28 5249 2969 2280 2280 29.123 JH FNDM LARGE CAP CORE A P 2024-01-01 2024-08-28 2086 1275 811 811 204.678 JH INVESTMENT GRADE BOND A P 2024-01-01 2024-08-28 1899 2174 -275 -275 198.191 JH BOND A P 2024-01-01 2024-08-28 2737 2767 -30 -30 68.61 JH INCOME A P 2024-01-01 2024-08-28 409 426 -17 -17 11.802 HARTFORD MIDCAP A P 2023-12-11 2024-08-28 302 330 -28 -28 318.525 HARTFORD TOTAL RETURN BOND A P 2024-01-01 2024-08-28 2985 3216 -231 -231 278.753 HARTFORD BALANCED INCOME A P 2024-01-01 2024-08-28 4201 3702 499 499 13.005 HARTFORD INTL EQUITY A P 2023-12-27 2024-08-28 165 129 36 36 57.735 HARTFORD WORLD BOND A P 2024-01-01 2024-08-28 585 604 -19 -19 0.75523 JPMORGAN CHASE & CO P 2024-01-01 2024-08-28 166 106 60 60 1.67158 JPMORGAN CHASE & CO P 2024-01-01 2024-08-28 367 323 44 44 58.485 JH DISCIPLINED VALUE A P 2024-01-01 2024-08-28 1552 1412 140 140 28.145 JH DISCIPLINED VAL MID CAP A P 2024-01-01 2024-08-28 801 492 309 309 324.171 FRANKLIN MUTUAL GLOBAL DISC A P 2024-01-01 2024-08-28 10435 9913 522 522 3376.14 TCW EMERG MKTS INCOME PLAN P P 2024-01-01 2024-10-29 22350 22486 -136 -136 5.785 TEMPLETON WORLD A P 2023-12-20 2024-08-28 101 79 22 22 86.607 TEMPLETON FOREIGN A P 2023-12-20 2024-08-28 742 534 208 208 30.205 TEMPLETON GBL SMALLER COS A P 2023-12-20 2024-08-28 307 246 61 61 175 VNG FTSE DEV MKT P 2024-08-29 2024-10-29 8866 9152 -286 -286 45 VNG LARGE CAP P 2024-08-29 2024-10-29 11998 11562 436 436 0.16763 ZIMMER BIOMET HOLDINGS INC P 2024-01-01 2024-08-28 19 18 1 1 0.38 ZIMMER BIOMET HOLDINGS INC P 2024-01-01 2024-08-28 44 45 -1 -1 0.43238 AT&T INC P 2015-09-29 2024-08-28 9 11 -2 -2 216 AT&T INC P 2015-09-29 2024-08-28 4257 5292 -1035 -1035 31 ADOBE INC P 2018-11-29 2024-08-28 17615 7825 9790 9790 60 AMAZON.COM INC P 2018-02-13 2024-08-28 10420 4270 6150 6150 0.3022 APPLE INC P 2019-05-14 2024-08-28 69 14 55 55 67 APPLE INC P 2023-01-01 2024-08-28 15270 3398 11872 11872 6000 BANK OF AMERICA CORP P 2015-09-29 2024-08-28 5584 5850 -266 -266 17.12746 CATERPILLAR INC P 2023-01-01 2024-08-28 6005 2176 3829 3829 65 COCA-COLA CO P 2015-09-29 2024-08-28 4657 2569 2088 2088 230.494 FRANKLIN DYNATECH A P 2023-01-01 2024-08-28 37142 11675 25467 25467 477.936 FRANKLIN GROWTH A P 2023-01-01 2024-08-28 68034 42227 25807 25807 1633.322 FRANKLIN EQUITY INCOME A P 2023-01-01 2024-08-28 54994 41780 13214 13214 3978.139 FRANKLIN TOTAL RETURN A P 2023-01-01 2024-08-28 33735 38271 -4536 -4536 1159.519 FRANKLIN RISING DIVIDENDS A P 2023-01-01 2024-08-28 112578 63667 48911 48911 319.453 JH US GLOBAL LEADERS GROWTH A P 2023-01-01 2024-08-28 22790 18645 4145 4145 436.697 JH FNDM LARGE CAP CORE A P 2023-01-01 2024-08-28 31276 19125 12151 12151 5149.118 JH INVESTMENT GRADE BOND A P 2023-01-01 2024-08-28 47784 54680 -6896 -6896 4798.612 JH BOND A P 2023-01-01 2024-08-28 66269 66992 -723 -723 1778.887 JH INCOME A P 2023-01-01 2024-08-28 10602 11052 -450 -450 323.797 HARTFORD SMALL COMPANY A P 2023-01-01 2024-08-28 6421 6390 31 31 477.229 HARTFORD MIDCAP A P 2023-01-01 2024-08-28 12231 13332 -1101 -1101 7979.793 HARTFORD TOTAL RETURN BOND A P 2023-01-01 2024-08-28 74771 80556 -5785 -5785 7096.936 HARTFORD BALANCED INCOME A P 2023-01-01 2024-08-28 106951 94239 12712 12712 634.957 HARTFORD INTL EQUITY A P 2023-01-01 2024-08-28 8064 6310 1754 1754 1673.475 HARTFORD WORLD BOND A P 2023-01-01 2024-08-28 16952 17520 -568 -568 96.32842 JPMORGAN CHASE & CO P 2023-01-01 2024-08-28 21165 10320 10845 10845 874.634 JH DISCIPLINED VALUE A P 2023-01-01 2024-08-28 23204 21121 2083 2083 703.674 JH DISCIPLINED VAL MID CAP A P 2023-01-01 2024-08-28 20034 12296 7738 7738 0.84879 MICROSOFT CORP P 2015-09-29 2024-08-28 352 37 315 315 110 MICROSOFT CORP P 2015-09-29 2024-08-28 45650 4764 40886 40886 93 PEPSICO INC P 2015-09-29 2024-08-28 16324 8634 7690 7690 0.63403 PEPSICO INC P 2015-09-29 2024-08-28 111 59 52 52 50000 PRUDENTIAL FINL INC INTERNOTES P 2015-09-29 2024-08-28 45665 48860 -3195 -3195 52 SALESFORCE INC P 2022-04-21 2024-08-28 13619 9676 3943 3943 904.739 TEMPLETON WORLD A P 2023-01-01 2024-08-28 15770 12324 3446 3446 3498.099 TEMPLETON FOREIGN A P 2023-01-01 2024-08-28 29979 21579 8400 8400 2719.321 TEMPLETON GBL SMALLER COS A P 2023-01-01 2024-08-28 27656 22191 5465 5465 183 VERIZON COMMUNICATIONS P 2015-09-29 2024-08-28 7593 7992 -399 -399 0.11141 VERIZON COMMUNICATIONS P 2015-09-29 2024-08-28 5 5 72 VISA INC CL A P 2015-09-29 2024-08-28 19506 4892 14614 14614 0.12005 VISA INC CL A P 2015-09-29 2024-08-28 33 8 25 25 64.62 ZIMMER BIOMET HOLDINGS INC P 2023-01-01 2024-08-28 7413 8813 -1400 -1400 Capital Gain Dividends 12893 304483 6944 4664 4664 4664 8916 8916 X 51 4201 4201 false false false false false false false true true true false false false false true N/A EDWARD J LABER 5206243000 33 N TUCSON BLVD TUCSON AZ 85716 false false false false false false false false false false false false false false false false false false false false false false MELINDA GRIFFITH 8290 E Brookwood Dr TUCSON AZ 85750 Secretary 0.00 0 CARO PATTERSON 1820 N CAMINO DE OESTE TUCSON AZ 85745 President 0.00 0 SHANELLE SCHMITZ 5405 E Broadway Suite 101 TUCSON AZ 85704 Director 0.00 0 AUDRIANA HURBON 3901 E Weymouth St Tucson AZ 85716 Director 0.00 0 AMBER FEHRS-BATTEY 5133 W Camino de Manana TUCSON AZ 85742 Director 0.00 0 HEYLIE EIGEN 13822 N Javelina Springs Pl Tuscon AZ 85755 Director 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 4664 4664 4664 4664 0 96000 96000 0 68760 66750 74500 78000 89500 377510 96000 0 96000 473510 0 68760 404750 66750 74500 78000 89500 96000 Mindy Griffith 33 N TUCSON BLVD TUCSON AZ 85716 5206243000 mindygriffith13@gmail.com SCHOLARSHIP APPLICATION AND INCOME INFORMATION May 21, 2024 None Nina Greene 312 Warner Street Apt 1 Cincinnati OH 45219 Applicant I Scholarship 11000 Alyssa Sonya Monique Therlonge 1500 N Patterson St Valdosta GA 31698 Applicant I Scholarship 11000 Livia Lee LaMarca 139 University Place Pittsburgh PA 15260 Applicant I Scholarship 9000 Caitlyn Elizabeth Kowalski 8 Fern Way Hillsborough NJ 08844 Applicant I Scholarship 9000 Olivya Broodie 7430 Second Ave Unit 208 Detroit MI 48202 Applicant I Scholarship 5000 Helena Nafziger 1103 Dices Spring Road Weyers Cave VA 24486 Applicant I Scholarship 5000 Alondra Leann Flores 334 Shalloway Dr NE Kennesaw GA 30144 Applicant I Scholarship 4000 Heather Yandell 29 Mace Rd 205 Medford OR 97501 Applicant I Scholarship 4000 Elle Miriah Stowers 760 E Bean Drive Washington IN 47501 Applicant I Scholarship 4000 Jasmine Katherine Khan 14433 E Placita Loma Alta Tucson AZ 85747 Applicant I Scholarship 4000 Julia Braun 6810 Ulster Ct Alpharetta GA 30005 Applicant I Scholarship 4000 Katherine Wallace 2431 Red Marshall Road Pelham NC 27311 Applicant I Scholarship 4000 Elle Berry 1820 Walnut Ave Fruitland ID 83619 Applicant I Scholarship 4000 Jaida Butler 2270 Ring Road South Unit 2090 Kalamazoo MI 49006 Applicant I Scholarship 2000 Farjana Yesmin Neha 12622 Gallagher St Detroit MI 48212 Applicant I Scholarship 2000 Maria D Ramirez-Millan 24935 Whitman St33 E Hayward CA 94544 Applicant I Scholarship 2000 Brooke Kelly Wagner PO Box 407 Avery CA 95224 Applicant I Scholarship 2000 Kendra Cragun 4898 S 3975 W Roy UT 84067 Applicant I Scholarship 2000 Julia Shellard 58 Briar Hill Drive Cranston RI 02921 Applicant I Scholarship 2000 Kaitlynn Elizabeth Lopez 3081 Basswood Avenue Chino CA 91710 Applicant I Scholarship 2000 Ruba Makrai 2775 South Delaware Street Apt 216 San Mateo CA 94403 Applicant I Scholarship 2000 Gabrielle Kurtz 2716 Ellendale Place Unit 27163 Los Angeles CA 90007 Applicant I Scholarship 2000 96000 3000 28033 304483 335516 335516 false false false false false false false false false false Accounting Fee 2420 0 0 0 Bonds 129578 Stocks 365379 Mutual Funds FMV 617532 Net Unrealized Gains or Losses on Investments 227354 Database/Software 5565 Insurance 1291 Rounding 1 Investment Management Fee 3008 0 0 0 IRS Tax Payment 985