2025-12-01T12:16:34-06:00 2025-06-30 341854260 CBIZ ADVISORS LLC 4600 S ULSTER ST SUITE 900 DENVER CO 80237 990PF 2024-07-01 850418759 THE GOLD FAMILY FOUNDATION GOLD 3039997331 45 S CLERMONT STREET DENVER CO 80246 WILLIAM GOLD III PRESIDENT 3039997331 2025-11-18 1 0 SARAH J JACKSON CPA P00385332 7202007000 2025-11-18 2024 2025-03-06 01:10:19Z X 3412428 X 100000 3299 3299 86855 86855 166265 935666 166265 356419 256419 0 0 0 3400 3400 0 29438 29438 0 2444 149 0 75 75 0 35357 33062 0 175000 175000 210357 33062 175000 146062 223357 133345 101637 101637 1272057 1370896 2660671 548510 627441 650120 1953912 2099974 3412428 5000 5000 5000 5000 X 1948912 2094974 1948912 2094974 1953912 2099974 1948912 146062 0 2094974 0 2094974 APPLE INC. 2024-07-19 10472 943 9529 9529 BERKSHIRE HATTHAWAY 2024-07-19 4016 412 3604 3604 PUBLIC STORAGE 2024-07-19 9410 6369 3041 3041 CREDIT SUISSE COMMODITY RETURN 2024-08-05 82394 88326 -5932 -5932 PUBLIC STORAGE 2024-08-05 5538 3637 1901 1901 INVESCO S P 500 EQUAL WEIGHT 2024-09-17 63942 59418 4524 4524 ISHARES CORE US AGGREGATE BOND 2024-11-25 6960 7140 -180 -180 ISHARES CORE US AGGREGATE BOND 2024-11-25 167037 171607 -4570 -4570 ISHARES 20 YEAR TREASURY BOND 2025-05-01 31345 31700 -355 -355 WESTERN ASSET P 2025-05-01 62416 63417 -1001 -1001 BROADCOM INC. P 2025-05-01 8402 2218 6184 6184 CLEARBRIDGE INTERNATIONAL GROWTH P 2025-05-01 3208 2727 481 481 ISHARES CORE MSCI EAFE P 2025-05-01 14714 13010 1704 1704 ISHARES MSCI EAFE VALUE 2025-05-01 12561 10581 1980 1980 ISHARES RUSSELL MID CAP 2025-05-01 30501 29849 652 652 ISHARES RUSSELL MID CAP 2025-05-01 45430 39057 6373 6373 ISHARES RUSSELL 2000 2025-05-01 82822 79737 3085 3085 PHILLIP MORRIS INTL 2025-05-01 8186 2220 5966 5966 PROCTOR GAMBLE CO 2025-05-01 8256 2568 5688 5688 ROYAL CARIBBEAN GROUP 2025-05-01 8284 2833 5451 5451 VANGUARD MID CAP INDEX 2025-05-01 164938 106242 58696 58696 VANGUARD SMALL CAP INDEX FUND 2025-05-01 60188 40584 19604 19604 VISA INC. 2025-05-01 32744 1812 30932 30932 YUM BRANDS 2025-05-01 11902 2994 8908 8908 166265 3105 0 3105 0 3105 0 0 0 0 0 113 3218 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A THE ORGANIZATION 3039997331 45 S CLERMONT STREET DENVER CO 80246 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEI-LEE GOLD 5400 E DAKOTA DENVER CO 80246 VICE-PRESIDENT 0.00 0 0 0 ELIZABETH GOLD DUGGAL TAGHIPOUR 4546 CATHEDRAL AVE NW WASHINGTON DC 20016 VICE-PRESIDENT 0.00 0 0 0 KATHERINE GOLD 610 VINE STREET DENVER CO 80216 SECRETARY 0.00 0 0 0 WILLIAM GOLD III 45 SOUTH CLERMONT DENVER CO 80246 PRESIDENT/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 3153265 110053 0 3263318 0 0 3263318 48950 3214368 160718 160718 3105 3105 157613 0 157613 0 157613 175000 0 175000 157613 99397 0 0 175000 99397 0 0 75603 0 0 0 0 0 0 0 0 82010 0 0 0 WILLIAM GOLD III 45 S CLERMONT STREET DENVER CO 80246 3039997331 GENERAL LETTER CONTAINING PURPOSE AND INTENT & IRS EXEMPTION LETTER NONE NONE CORNELL UNIVERSITY 616 THURSTON AVE ITHICA NY 14853 PC GENERAL PURPOSE 55000 KENT DENVER 4000 E QUINCY AVE ENGLEWOOD CO 80113 PC GENERAL PURPOSE 5000 MERIDIAN INTERNATIONAL CENTER 1630 CRESCENT PL NW WASHINGTON DC 20009 PC GENERAL PURPOSE 35000 ROSE COMMUNITY FOUNDATION 600 CHERRY STREET DENVER CO 80246 PC GENERAL PURPOSE 50000 TEMPLE EMMANUEL 51 GRAPE ST DENVER CO 80220 PC GENERAL PURPOSE 3500 THE WASHINGTON BALLET 4546 CATHERDRAL AVE NW WASHINGTON DC 20016 PC GENERAL PURPOSE 1000 TURQUOISE MOUNTAIN 1634 I ST STE 205 WASHINGTON DC 20006 PC GENERAL PURPOSE 5000 UNIVERSITY OF COLORADO 1800 GRANT STREET DENVER CO 80203 PC GENERAL PURPOSE 500 UNIVERSITY OF DENVER 2601 EAST COLORADO AVENUE DENVER CO 80208 PC GENERAL PURPOSE 10000 COLUMBIA ALUMNI CENTER 622 WEST 113 STREET NEW YORK NY 10025 PC GENERAL PURPOSE 10000 175000 0 14 3299 14 86855 18 166265 0 256419 0 256419 8 CAPITAL GAINS ARE USED TO HELP FUND THE GRANTS PAID. 0 0 0 0 0 0 0 0 0 0 X X 1 GOLD INC - 100 FAMILY OWNED 45 S CLERMONT ST DENVER CO 802461034 100000 X ACCOUNTING FEES 3400 3400 0 US BANK CORPORATE BONDS 627441 650120 US BANK STOCK 1370896 2660671 BANK CHARGES & FEES 75 75 0 TRUSTEE FEES 29438 29438 0 FOREIGN TAX 149 149 0 EXCISE TAXES 2295 0 0