2025-10-31T13:04:17-05:00 2024-12-31 873838451 WENDLER PLLC 820 GESSNER RD STE 650 HOUSTON TX 77024 990PF 2024-01-01 352470384 WIZARD ISLAND FOUNDATION WIZA 7136518800 PO BOX 1471 HOUSTON TX 77251 EDWARD R NAUMES TREASURER 7136518800 2025-10-31 1 0 ALLEN W WENDLER P00804505 7133517100 2024 2025-03-06 01:10:19Z X 420261 X X 303 303 14726 14726 0 15682 15682 30711 30711 0 0 0 1187 594 593 2500 0 2500 71 71 0 3758 665 3093 17608 17608 21366 665 20701 9345 30046 102971 52849 52849 95034 95034 171476 0 41809 41600 154328 171986 154336 352333 361678 420261 0 0 X 0 0 0 0 352333 361678 352333 361678 352333 361678 352333 9345 0 361678 0 361678 418 0 418 0 418 1346 0 0 0 1346 0 928 928 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A EDWARD R NAUMES 7136518800 PO BOX 1471 HOUSTON TX 77251 0 0 0 0 0 0 0 0 1 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 MICHELE L NAUMES PO BOX 1471 HOUSTON TX 77251 PRESIDENT & DIRECTOR 1.00 0 0 0 NATASHA D LOVENESS PO BOX 1471 HOUSTON TX 77251 VICE PRESIDENT & DIRECTOR 0.00 0 0 0 KATHRYN E NAUMES PO BOX 1471 HOUSTON TX 77251 VICE PRESIDENT & DIRECTOR 0.00 0 0 0 EDWARD R NAUMES PO BOX 1471 HOUSTON TX 77251 SEC/TREAS & DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 332882 77910 0 410792 0 0 410792 6162 404630 20232 20232 418 418 19814 0 19814 0 19814 20701 0 20701 19814 19504 2022 4392 0 20701 19504 1197 0 0 0 0 0 0 3195 0 3195 0 19814 0 0 0 X BETHLEHEM INN 3705 N HWY 97 BEND OR 97708 PC EMERGENCY SHELTER FOR HOMELESS 1000 DESCHUTES LAND TRUST 210 NW IRVING AVENUE SUITE 102 BEND OR 97703 PC CONSERVE AND PROTECT LANDS AND WATERWAYS IN CENTRAL OREGON 5000 EUGENE PARKS FOUNDATION PO BOX 11618 EUGENE OR 97440 PC ENHANCE QUALITY OF PARK SYSTEMS AND ACCESSIBILITY 1500 FIRST CONGREGATIONAL CHURCH 1050 E 23RD AVENUE EUGENE OR 97405 PC RELIGIOUS 1500 FRIENDS OF BUFORD PARK & MT PISGAH PO BOX 5266 EUGENE OR 97405 PC ENHANCE NATIVE HABITATS 1500 LAVA BEAR YOUTH SPORTS FOUNDATION 155 NE WEBSTER AVE BEND OR 97701 PC YOUTH RECREATION AND SPORTS -1000 MAGDALENE HOME PO BOX 255 MEDFORD OR 97501 PC ASSIST HOMELESS TEENS WHO ARE PREGNANT OR A PARENT 1500 MCKENZIE RIVER TRUST 120 SHELTON MCMURPHEY BLVD STE 270 EUGENE OR 97401 PC PROTECT CRITICAL HABITATS AND SCENIC LANDS IN THE MACKENZIE BASIN 1500 OREGON HEALTH & SCIENCES UNIVERSITY 2020 SW 4TH AVE STE 900 PORTLAND OR 97201 PC EDUCATION 1500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC PROVIDE SPIRITUAL AND PHYSICAL AID TO PEOPLE IN NEED AROUND THE WORLD 2608 CALDERA JR WOLFPACK BASEBALL 61148 AMBASSADOR DR BEND OR 97702 PC TEACH BASEBALL FUNDAMENTALS AND LIFE SKILLS TO YOUTHS 1000 17608 0 14 303 14 14726 14 15682 0 30711 0 30711 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1187 594 593 TAXPAYER ELECTS TO APPLY THE DISTRIBUTION IN THE AMOUNT OF $3,195 MADE DURING TAX YEAR 2024 TO UNDISTRIBUTED INCOME FOR TAX YEAR 2022. THIS ELECTION IS MADE PURSUANT TO IRS SECTION 53.4942(A)-3(D)(2). BANK OF AMERICA CORP 4.75% 41809 41600 EXXON MOBIL CORP 15044 21514 CHEVRON CORP 36145 72420 CISCO SYSTEMS INC 21459 29600 JPMORGAN CHASE & CO 22386 47942 LTC REALTY PARTNERS II LP AT COST 4535 4530 ALERIAN MLP ETF AT COST 25803 33712 ISHARES RUSSELL 1000 VALUE AT COST 30436 37026 FC COMMERCIAL FUND I LP AT COST 111212 79068 LTC REALTY PARTNERS II LP - OTHER DEDUCTIONS 66 66 0 FC COMMERICAL FUND I LP - OTHER EXPENSES 5 5 0 LTC REALTY PARTNERS II LP - ORDINARY INCOME 608 608 608 FC COMMERICIAL FUND I LP - ORDINARY INCOME 15074 15074 15074 EXCISE TAXES 2500 0 2500