2025-04-21T17:13:26-05:00 2024-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990PF 2024-01-01 860642616 GRACE FOUNDATION FOR THE PRESERVATION OF GRAC 4802317869 PO BOX 406 CAVE CREEK AZ 853270406 KARI KETTNER PRESIDENT 4802317869 2025-04-21 1 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2025-04-21 2024 2025-03-06 01:10:19Z X 66536447 X X 1058468 743468 1058468 1217966 20954493 1217966 116927 2276434 1961434 1175395 535298 69249 69249 466049 46848 4449 4449 42399 291267 7282 7282 283985 38796 29096 29096 9700 426085 268765 268765 157320 37216 4224 4224 32992 886905 0 0 886905 2262415 383065 383065 1879350 10000 10000 2272415 383065 383065 1889350 4019 1578369 792330 313303 189488 189488 1623025 1929114 1929114 18868282 13545762 13545762 17612633 36349121 36349121 3555589 3463181 3463181 7165315 0 0 6908486 6188290 6908486 11059781 55326437 62385152 66536447 0 0 X 0 0 0 0 55326437 62385152 55326437 62385152 55326437 62385152 55326437 4019 7054696 62385152 0 62385152 US GOVERNMENT OBLIG P 9370000 9268102 101898 101898 PUBLICLY TRADED SECURITIES P 11467566 10468425 999141 999141 PUBLICLY TRADED SECURITIES - NET STCG P 116927 116927 116927 1217966 116927 21939 0 21939 0 21939 31245 0 0 0 31245 0 9306 9306 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 1 0 0 0 1 N/A ORGANIZATION 4802317869 42088 N FLEMING SPRINGS RD CAVE CREEK AZ 85327 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KARI KETTNER PO BOX 406 CAVE CREEK AZ 85327 PRESIDENT / CEO 45.00 244321 14867 0 ANDREW KRYGIER PO BOX 406 CAVE CREEK AZ 85327 VICE PRESIDENT / CAO 40.00 163377 14654 0 JAKOB KRYGIER PO BOX 406 CAVE CREEK AZ 85327 SECRETARY / VOLUNTEER DIRECTOR 40.00 52800 8663 0 KAILEE KRYGIER PO BOX 406 CAVE CREEK AZ 85327 TREASURER / OUTREACH COOR 40.00 52800 8663 0 KRYSTEL MAZUR PO BOX 406 CAVE CREEK AZ 85327 DIRECTOR 20.00 11000 0 0 KELIA HUTCHINS PO BOX 406 CAVE CREEK AZ 85327 DIRECTOR 20.00 11000 0 0 NONE 0 TORNADO LANDSCAPING PO BOX 30987 PHOENIX AZ 85046 LANDSCAPING SERVICES 895590 JRS ON DUTY HOME WATCH 42625 N FLEMING SPRINGS ROAD CAVE CREEK AZ 85331 MANAGEMENT SERVICES 697156 PLATTNER SCHNEIDMAN SCHNEIDER & JEFFRIES 9141 E HIDDEN SPUR TRAIL SCOTTSDALE AZ 85255 LEGAL SERVICES 150828 ZWILLINGER WULKAN PLC 2020 N CENTRAL AVE STE 675 PHOENIX AZ 85004 LEGAL SERVICES 127778 0 OPERATING A PUBLIC HISTORICAL MUSEUM DEDICATED TO THEPRESERVATION OF AMERICANA - PROJECTED OPENING HAS BEEN EXTENDED TO 2026. AS THE FOUNDATION CONTINUES TO REPAIR EXTERNAL FEATURES LARGER PROBLEMS WITH THE "BONES" OF THE MUSEUM HAVE BEEN DISCOVERED. ONCE THE EXTERNAL FEATURES HAVE BEEN RESTORED (I.E. ROOF, LOAD BEARING WALLS, AND WATER DRAINAGE ISSUES, WELL RESTORATION), FOCUS WILL CENTER ON RESTORATION OF THE INSIDE OF THE MUSEUM. THAT BEING SAID, THE SALOON IS WELL ON ITS WAY WITH NEW FLOORS AND KITCHEN AREAS. FURTHER, EQUIPMENT HAS BEEN PURCHASED IN ORDER TO EXPEDITE EXTERNAL REPAIRS AND WILL CONTINUE TO BE USED FOR FUTURE MAINTENANCE. WE CONTINUE TO REACH OUT TO OUR NEIGHBORS IN THE COMMUNITY WHO SHARE THE FOUNDATION'S MISSION TO PRESERVE THE SONORAN DESERT AND THE WILDLIFE THAT INHABIT IT. 1879350 0 50787649 3129839 0 53917488 0 0 53917488 808762 53108726 2655436 X 1889350 0 720196 2609546 X 792330 849470 345478 202096 2189374 673481 722050 293656 171782 1860968 2609546 2356266 1494883 988291 7448986 10000 10000 20000 0 40000 2599546 2346266 1474883 988291 7408986 0 0 1770291 1576255 805688 862132 5014366 0 0 0 0 X MARICOPA COUNTY SHERIFFS OFFICE JEEP POSSE INC 2627 S 35TH AVENUE PHOENIX AZ 85009 NONE PC UNIFORMS 10000 10000 0 14 1058468 18 1217966 0 2276434 0 2276434 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 38796 29096 29096 9700 ADOBE INC. 2.3%30 DUE 02/01/30 117210 117210 BANK OF AMERICA C VAR 28 DUE 07/21/28 241977 241977 THE BANK OF NEW Y 3.4%28 DUE 01/29/28 133875 133875 THE BANK OF NOVA4.5% 25F DUE 12/16/25 134331 134331 BERKSHIRE HATHAW 1.45%30 DUE 10/15/30 127795 127795 BP CAPITAL MARK 3.119%26 DUE 05/04/26 210144 210144 BRISTOL-MYERS SQ 2.95%32 DUE 03/15/32 222957 222957 COMCAST CORP 4.25%33 DUE 01/15/33 151090 151090 TWDC ENTERPRISES 3.7%27 DUE 03/23/27 170023 170023 GLAXOSMITHKLINE 3.875%28 DUE 05/15/28 133658 133658 THE HOME DEPOT, I 2.7%30 DUE 04/15/30 116963 116963 HORMEL FOODS CORP 1.8%30 DUE 06/11/30 118627 118627 INTEL CORP 3.9%30 DUE 03/25/30 111208 111208 JPMORGAN CHASE & VAR 29 DUE 04/23/29 237556 237556 MORGAN STANLEY VAR 28 DUE 01/21/28 213278 213278 PIEDMONT NATURAL 3.5%29 DUE 06/01/29 132853 132853 PUBLIC STORAGE 2.25%31 DUE 11/09/31 131284 131284 ROYAL BANK OF 0.875% 26F DUE 01/20/26 186722 186722 STATE STREET CORP VAR 28 DUE 02/07/28 140965 140965 3M CO 3.375%29 DUE 03/01/29 153583 153583 UNION PACIFIC CO 2.15%27 DUE 02/05/27 140803 140803 UNITEDHEALTH GR 3.375%27 DUE 04/15/27 136279 136279 INVESCO BULLETSHARS 2028CORP BD ETF 134146 134146 INVESCO BULLTSHR 2030 COR BND ETF 132679 132679 INVESCO BULLETSHS 2032 CORP BND ETF 256624 256624 FIRST TRUST SENIOR LOAN ETF 68481 68481 ISHARES HIGH YIELD SYS BND ETF 67365 67365 BNDBLXX BLMBRG 1 YR TRG US TR ETF 136086 136086 BNDBLXX BLMBRG 7 YR TRG US TR ETF 189157 189157 BNDBLXX BLMBRG 3 YR TRG US TR ETF 329198 329198 ABBOTT LABS 138899 138899 ABBVIE INC 204177 204177 ACCENTURE PLC 126996 126996 ADOBE INC 133849 133849 ADVANCED MICRO DEVICE IN 137338 137338 ALPHABET INC 1165331 1165331 AMAZON.COM INC 1478908 1478908 APPLE INC 2040422 2040422 ASML HLDG 360402 360402 ASTRAZENECA PLC 213399 213399 BANK OF AMERICA CORP 183535 183535 BERKSHIRE HATHAWAY 538497 538497 BROADCOM INC 605102 605102 CATERPILLAR INC 118260 118260 CHEVRON CORP NEW 152661 152661 CISCO SYS INC 143027 143027 COSTCO WHSL CORP NEW 251058 251058 ELI LILLY AND CO 365156 365156 EXXON MOBIL CORP 246120 246120 GE AEROSPACE 112083 112083 HOME DEPOT INC 261401 261401 JOHNSON & JOHNSON 229078 229078 JPMORGAN CHASE & CO 462401 462401 LINDE PLC F 141929 141929 LVMH MOET HENNESSY LOU 256283 256283 MASTERCARD INC 266971 266971 MCDONALDS CORP 124363 124363 MERCK & CO. INC. 153199 153199 META PLATFORMS INC 890561 890561 MICROSOFT CORP 1830153 1830153 NESTLE 265198 265198 NETFLIX INC 229961 229961 NOVARTIS 228873 228873 NOVO-NORDISK 406272 406272 NVIDIA CORP 1693397 1693397 ORACLE CORP 171473 171473 PEPSICO INC 126058 126058 PROCTER & GAMBLE CO 239572 239572 SALESFORCE INC 218652 218652 SAP SE 298899 298899 SHELL PLC 320204 320204 TAIWAN SEMICONDUCTOR 1137542 1137542 TESLA INC 710355 710355 THE COCA-COLA CO 146249 146249 THERMO FISHER SCIENTIFIC 129537 129537 TOYOTA MTR CORP 303981 303981 UNITEDHEALTH GROUP INC 301493 301493 VERIZON COMMUNICATIONS I 117091 117091 VISA INC CLASS A 316988 316988 WALMART INC 229399 229399 ABBVIE INC 150157 150157 ACCENTURE 509040 509040 ADOBE INC 365082 365082 AMAZON.COM INC 532679 532679 ARES MGMT CORP 556759 556759 BROADCOM INC 938952 938952 CATERPILLAR INC 391781 391781 CHEVRON CORP NEW 397006 397006 COSTCO WHSL CORP NEW 507614 507614 EXXON MOBIL CORP 317332 317332 FIDELITY NATL FINL INC 289402 289402 GENERAL MLS INC 231485 231485 GILEAD SCIENCES INC 369018 369018 HOME DEPOT INC 297577 297577 IBM CORP 262037 262037 ING GROEP ADR 322363 322363 PAYCHEX INC 263614 263614 PEPSICO INC 221247 221247 SANOFI 254413 254413 SOUTHERN CO 277830 277830 TEXAS INSTRS INC 255951 255951 THOMSON REUTERS 355562 355562 UNILEVER PLC 303912 303912 ALPS SECTOR DIVIDEND DOGS ETF 357154 357154 ISHARES CORE MSCI EMERGING ETF 582775 582775 ISHARES CORE MSCI EAFE ETF 1222521 1222521 ISHARES CORE S&P SMALL CAP ETF 762756 762756 ISHARES CURRENCY HEDG MSCI EAFE ETF 1284360 1284360 SCHWAB INTERNATIONAL EQUITY ETF 411514 411514 WISDOMTREE US MIDCAP DIVIDEND ETF 557867 557867 DIGITAL RLTY TR INC REIT 302348 302348 LAMAR ADVERTISING CO NEWREIT 260524 260524 7464936 7464936 6080826 6080826 BUILDING & IMPROVEMENTS 2512070 0 2512070 2512070 ROOF 110500 0 110500 110500 GARAGE 549272 0 549272 549272 CURATED ASSETS 366726 0 366726 366726 FURNITURE & FIXTURES 35658 0 35658 35658 OTHER 209072 0 209072 209072 MAINTENANCE VEHICLES 137451 0 137451 137451 IMPROVEMENTS 1417032 0 1417032 1417032 LAND 1570705 0 1570705 5722000 LEGAL FEES 291267 7282 7282 283985 INSURANCE 4050 0 0 4050 OFFICE EXPENSE 12649 0 0 12649 MISCELLANEOUS EXPENSE 1445 0 0 1445 LAND MAINTENANCE 781480 0 0 781480 GENERAL MAINTENANCE 76438 0 0 76438 UTILITIES 9638 0 0 9638 DUES/SUBSCRIPTION 1205 0 0 1205 UNREALIZED GAINS/(LOSS) 7054696 CONTRACT SERVICES 157320 0 0 157320 INVESTMENT MANAGEMENT FEES 268765 268765 268765 0 PAYROLL TAX EXPENSE 37216 4224 4224 32992