2025-09-04T11:05:42-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990PF 2024-01-01 911511475 GIUS FOUNDATION GIUS 5096635622 PO BOX 13793 MILL CREEK WA 980821793 DAVID THOMSEN ADVISORY COMM 5097874513 2025-09-03 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-09-03 2024 2025-03-06 01:10:19Z X X 8586493 X X 235085 235085 387158 627393 387158 -197 -197 622046 622046 0 0 0 13865 6933 6932 4262 4262 0 20 20 20 18147 11215 6952 455000 455000 473147 11215 461952 148899 610831 637109 634650 634650 78712 74075 79649 1594830 1648845 2700819 450253 389268 399726 3302377 3450727 4771649 6063281 6197565 8586493 0 0 X 0 0 0 0 6063281 6197565 6063281 6197565 6063281 6197565 6063281 148899 0 6212180 14615 6197565 PUBLICLY TRADED SECURITIES 320012 240235 79777 79777 CAPITAL GAINS DIVIDENDS P 307381 307381 307381 387158 8491 0 8491 0 8491 0 0 0 0 0 362 8853 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A KEVIN TOMALTY 5096649630 517 N MISSION STE STE B WENATCHEE WA 98801 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOUGLAS SPAULDING PO BOX 13793 MILL CREEK WA 980821793 ADVISORY COMM 12.00 0 0 0 KEVIN TOMALTY PO BOX 13793 MILL CREEK WA 980821793 ADVISORY COMM 1.00 0 0 0 ROBERT R SIDERIUS JR 2600 CHESTER KIMM RD WENATCHEE WA 98801 ADVISORY COMM 0.50 0 0 0 MARIE H GIUS PO BOX 13793 MILL CREEK WA 980821793 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 7801130 596833 0 8397963 0 0 8397963 125969 8271994 413600 413600 8491 8491 405109 0 405109 0 405109 461952 0 461952 405109 103913 0 0 461952 103913 0 0 358039 0 0 0 0 0 0 0 0 47070 0 0 0 DOUGLAS SPAULDING ROBERT R SIDERIUS JR MARIE H GIUS X CENTRAL COLUMBIA SENIOR LIVING DBA THE CAMBRIDGE 301 H ST SW QUINCY WA 98848 N/A PC BUILDING MAINTENANCE 10000 COLUMBIA BASIN FOUNDATION 234 1ST AVE NW STE B EPHRATA WA 98823 N/A PC TO PROVIDE 2 AG SCHOLARSHIPS 80000 GRANT COUNTY ANIMAL OUTREACH 6725 RANDOLPH RD NE MOSES LAKE WA 98837 N/A PC ANIMAL SHELTER FOOD AND SUPPLIES 20000 PAWS PO BOX 1037 LYNNWOOD WA 98046 N/A PC ANIMAL SHELTER FOOD AND SUPPLIES 10000 ST TIMOTHY LUTHERAN CHURCH 5124 164TH ST SW EDMONDS WA 98026 N/A PC MAINTENANCE 85000 ST VINCENT DE PAUL 625 S ELLIOTT AVE WENATCHEE WA 98801 N/A PC FOOD/SUPPLIES FOR WENATCHEE FOOD BANK 120000 ST PAUL LUTHERAN CHURCH 130 S 10TH ST SAINT MARIES ID 83861 N/A PC MAINTENANCE 10000 ST PIUS CATHOLIC CHURCH 625 HAYCRAFT AVE COEUR DALENE ID 83815 N/A PC REMODELING FOR ROOF AND BUILDING MAINTENANCE 80000 WENATCHEE VALLEY SENIOR ACTIVITY CENTER 1312 MAPLE ST WENATCHEE WA 98801 N/A PC GENERAL DONATION 10000 WEST COAST AQUATICS 15622 COUNTRY CLUB DR BOTHELL WA 98012 N/A PC SUPPLIES 30000 455000 0 14 235085 18 387158 ENERGY TRANSFER PARTNERSHIP INCOME 14 -197 0 622046 0 622046 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13865 6933 6932 GENERAL ELEC CAP CORP 45257 56774 CHS FIXED TO FLOAT 80435 79296 CHS 7.875% 111839 108240 WELLS FARGO 115842 119431 ZIONS BANCORP FLTR 35895 35985 ABBVIE INC 85730 155370 ALTRIA GROUP INC 115225 182570 CHEVRON CORPORATION 119864 200083 DIGITAL BRIDGE GROUP INC 2419 902 DOW INC 128327 98638 ENBRIDGE INC 78681 130507 GENERAL MILLS INC 159927 212474 GLAXOSMITHKLINE PLAC-ADR 10919 8117 HALEON PLC-ADR 2404 2862 HOLLYFRONTIER CROP 48722 56080 JOHNSON & JOHNSON 97463 289279 MERCK & CO INC NEW 12802 39792 ORGANON & CO 641 597 PHILIP MORRIS INTERNATIONAL INC 71919 181689 PHILLIPS 66 45152 156523 TOTAL SE ADR 87785 106194 VERIZON COMMUNICATIONS 77000 84279 WALMART INC 45322 271050 WELLS FARGO & CO 174537 179147 ENERGY TRANSFER LTD 10959 15672 EXXON MOBIL CORP 63306 97886 US BANCORP DE 64452 85662 CHS INC CL B CUML REDEEM PFD SER 3 FXD/VAR PERPTL 59914 59472 CHS INC CL B CUML REDEEMABLE PFD SER 1 PERPTL 61148 64944 HF SINCLAIR CORP 24227 21030 74075 79649 0 0 CAPITAL WORLD GROWTH & INCOME FD INC CLASS A AT COST 633593 954861 EUROPACIFIC GROWTH FD CLASS A AT COST 120091 144758 FUNDAMENTAL INVS INC CLASS A AT COST 795621 1241234 WASH MUTL INVS FD INC CLASS A AT COST 940817 1195972 CHS INC 7.50% CUMULATIVE PERP AT COST 100163 102680 GROWTH FUND OF AMERICA AT COST 419184 597333 INCOME FUND OF AMERICA AT COST 370109 443692 SMALL CAP WORLD CLASS A AT COST 71149 91119 UNREALIZED GAIN/LOSS 14615 OTHER EXPENSE 20 20 20 ENERGY TRANSFER PARTNERSHIP INCOME -197 -197 -197 FOREIGN TAXES 4262 4262 0