2025-07-16T10:49:08-05:00 2024-12-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990PF 2024-01-01 826636006 JOHN & CAROLYN DAVIS FAMILY FOUNDATION JOHN 5209714862 4930 W MONTE CARLO DRIVE TUCSON AZ 85745 JOHN DAVIS TRUSTEE 5209714862 2025-07-14 1 1 MONICA A VERA CPA P01456278 5203214600 2025-07-14 2024 2025-03-06 01:10:19Z X X 308192 X 20000 30 30 4826 4826 23771 67530 23771 48627 28627 0 0 0 1500 750 750 1 1 0 87 22 0 1588 773 750 22250 22250 23838 773 23000 24789 27854 12954 21566 21566 123526 156494 156494 125833 130132 130132 262313 308192 308192 60 38 60 38 X 262253 308154 262253 308154 262313 308192 262253 24789 21112 308154 0 308154 .11 SH AEROVIRONMENT INC 2024-05-29 2024-11-20 24 24 0 0 2 SHS ALTERYX INC 2023-12-27 2024-03-20 97 94 3 3 .55 SH AMERICAN FUNDS CAPITAL INCOME 2024-06-03 38 35 3 3 2 SHS AMERICAN FUNDS EUROPACIFIC GROW 2024-08-14 164 164 0 0 .01 SH CACI INTL INC 2024-05-29 2024-11-20 6 6 0 0 .01 SH CURTISS WRIGHT CORP 2024-05-29 2024-11-20 5 4 1 1 390 SHS FRANKLIN INCOME ADV 2024-04-04 894 882 12 12 .02 SH HEICO CORP NEW 2024-05-29 2024-11-20 7 5 2 2 .01 SH LEIDOS HLDGS INC 2024-05-29 2024-11-20 2 2 0 0 .02 SH LEONDARDO DRS INC 2024-05-29 2024-11-20 1 1 0 0 .03 SH LOCKHEED MARTIN CORP 2024-05-29 2024-11-20 20 17 3 3 .48 SH MERCURY SYS INC 2024-05-29 2024-11-20 19 15 4 4 .01 SH MOOG INC 2024-05-29 2024-11-20 2 2 0 0 .27 SH RTX CORP 2024-05-29 2024-01-12 32 28 4 4 .08 SH SCIENCE APPLICATIONS INT 2024-05-29 2024-11-20 10 11 -1 -1 .37 SH SPLUNK INC 2023-12-27 2024-03-18 58 57 1 1 .34 SH V2X INC 2024-05-29 2024-11-20 21 16 5 5 200 SHS AES CORP 2019-03-06 2024-06-10 4085 3514 571 571 1 SH AMERICAN FUNDS CAPITAL INCOME BLD 2024-06-03 126 119 7 7 9 SHS AMERICAN FUNDS EUROPACIFIC GROW 2024-08-14 566 566 0 0 2,237 SHS FRANKLIN INCOME ADV 2024-04-04 5124 5055 69 69 100 SHS SIGNET JEWLERS LIMITED 2019-07-25 2024-11-25 10500 1847 8653 8653 400 SHS SIRIUS XM HLDGS INC 2019-01-09 2024-08-21 1400 2429 -1029 -1029 50 SHS SPDR FUND CONSUMER 2021-05-11 2024-07-31 9389 8581 808 808 1 SH SPDR S&P 500 HIGH 2019-02-28 2024-06-10 40 38 2 2 132 SHS SPDR S&P 500 HIGH 2019-02-28 2024-07-08 5285 4969 316 316 100 SHS SIGNET JEWLERS LIMITED 2019-07-25 2024-06-03 11055 1847 9208 9208 13 SHS AMERICAN FUNDS CAPITAL INCOME BL 2018-08-31 2024-06-03 914 1617 -703 -703 40 SHS AMERICAN FUNDS EUROPACIFIC GRO 2018-08-31 2024-08-14 2293 2157 136 136 4,213 SHS FRANKLIN INCOME ADV 2018-04-30 2024-04-04 9649 9649 0 0 .09 SH MICROSTRATEGY INC 2023-12-27 2024-08-08 13 6 7 7 .61 SH WIPRO LTD ADR 2024-03-13 2024-12-11 2 2 0 0 CAPITAL GAINS DIVIDENDS P 5689 5689 5689 23771 387 0 387 0 387 0 0 0 0 0 0 387 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A JOHN DAVIS 5209714862 4930 W MONTE CARLO DRIVE TUCSON AZ 85745 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN DAVIS 4930 W MONTE CARLO DRIVE TUCSON AZ 85745 TRUSTEE 5.00 0 0 0 CAROLYN DAVIS 4930 W MONTE CARLO DRIVE TUCSON AZ 85745 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 269934 15312 0 285246 0 0 285246 4279 280967 14048 14048 387 387 13661 0 13661 0 13661 23000 0 23000 13661 0 0 6353 14921 11800 9650 42724 23000 0 0 0 13661 9339 0 0 52063 0 0 0 0 0 0 6353 45710 14921 11800 9650 9339 JOHN DAVIS CAROLYN DAVIS X AMPHI FOUNDATION 701 W WETMORE ROAD TUCSON AZ 85705 UNRELATED PC GENERAL SUPPORT 5000 COUSE FOUNDATION PO BOX 1436 TAOS NM 87571 UNRELATED PC GENERAL SUPPORT 250 INTERFAITH COMMUNITY SERVICES 2820 W INA ROAD TUCSON AZ 85741 UNRELATED PC SINGLE MOTHERS SCHOLAR PROGRAM 12000 MUSEUM OF INDIGENOUS PEOPLE 147 N ARIZONA AVENUE PRESCOTT AZ 86801 UNRELATED PC GENERAL SUPPORT 1500 NORTHERN ARIZONA UNIVERSITY FOUNDATION 1900 KNOLES DRIVE FLAGSTAFF AZ 86011 UNRELATED PC L.E.A.F. PROGRAM 1000 TREASURES 4 TEACHERS 6800 N CAMINO MARTIN 24 TUCSON AZ 85741 UNRELATED PC GENERAL SUPPORT 2500 22250 0 14 30 14 4826 18 23771 0 28627 0 28627 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN AND CAROLYN DAVIS 4930 W MONTE CARLO DRIVE TUCSON AZ 85745 20000 X ACCOUNTING FEES 1500 750 750 ACCENTURE PLC IRELAND 135 135 ADOBE INC 158 158 AEROVIRONMNET INC 59 59 AIRBNB INC 78 78 AKAMAI TECHNOLOGIES INC 53 53 ALIBABA GROUP HLDG LTD F 187 187 ALPHABET INC 402 402 AMAZON.COM INC 22811 22811 AMBARELLA INC 62 62 AMERICAN EXPRESS CO 217 217 AMPLITUDE INC 28 28 APPLE INC 12521 12521 BAIDU INC 88 88 BANK OF NY MELLON CO 127 127 BANK OF AMERICA CORP 8790 8790 BITFARMS LTD 79 79 BLOCK INC 144 144 BOEING CO 260 260 BOOKING HOLDINGS INC 111 111 BUMBLE INC 37 37 BWX TECHNOLOGIES INC 81 81 CACI INTL INC 55 55 CANAAN INC 55 55 CAPITAL ONE FC 230 230 CBOE GLOBAL MKTS INC 76 76 CERENCE INC 11 11 CEVA INC 28 28 CIPHER MNG INC 154 154 COINBASE GLOBAL INC 610 610 CURTISS WRIGHT CORP 113 113 CVS HEALTH CORP 4489 4489 C3 AI INC 139 139 DISNEY WALT CO 275 275 DOMO INC 24 24 ELASTIC N V 74 74 ELECTRONIC ARTS INC 188 188 ENDEAVOR GROUP HOLDINGS 153 153 ETSY INC 35 35 EXL SERVICE HOLDINGS 75 75 EXPEDIA GROUP INC 78 78 FAIR ISAAC INTL CORP 142 142 FORD MOTOR CO 3960 3960 FUBOTV INC 21 21 FUNKO INC 35 35 GENERAL DYNAMICS CORP 293 293 GRINDR INC 130 130 HARMONIC INC 70 70 HASBRO INC 70 70 HEALTH CATALYST INC 16 16 HEICO CORP NEW 96 96 HOME DEPOT INC 19450 19450 HUNTINGTON INGALLS INDS 124 124 HUNTSMAN CORP 3606 3606 HUT 8 CORP 172 172 IBM CORP 189 189 INFORMATICA INC 55 55 INFOSYS LTD 169 169 INTEL CORP 62 62 INTERCONTINENTAL EXC 166 166 INTUIT 118 118 IRIDIUM COMMUNICATIONS 8706 8706 KBR INC 61 61 KRATOS DEFENSE & SEC SOL 124 124 LEIDOS HLDGS INC 179 179 LEONARDO DRS INC 141 141 LIVEPERSON INC 17 17 LOCKHEED MARTIN CORP 245 245 L3HARRIS TECHNOLOGIES INC 135 135 MARA HLDGS INC 204 204 MASTERCARD INC 369 369 MATCH GROUP INC NEW 85 85 MERCADOLIBRE INCE 119 119 MERCURY SYS INC 77 77 META PLATFORMS INC 916 916 MICROSOFT CORP 675 675 MICROSTRATEGY INC 969 969 MONGODB INC 67 67 MOOG INC 72 72 NANO DIMENSION LTD 15 15 NETFLIX INC 552 552 NICE LTD 30 30 NORTHROP GRUMMAN CORP 298 298 NVIDIA CORP 2052 2052 ON24 INC 10 10 ORACLE CORP 251 251 PAR TECHNOLOGY GROUP 63 63 PARSONS CORP DEL 125 125 PAYPAL HOLDINGS INCORPOR 182 182 PROGRESS SOFTWARE CO 33 33 PRUDENTIAL FINL 11853 11853 RIOT PLATFORMS INC 77 77 ROBINHOOD MKTS INC 625 625 ROBLOX CORP 169 169 ROKU INC 86 86 RTX CORP 319 319 RUMBLE 80 80 SALESFORCE INC 200 200 SAP SE 163 163 SAPIENS INTERNTNL CORP F 27 27 SCIENCE APPLICATIONS INT 40 40 SHUTTERSTOCK INC 14 14 SNAP INC 77 77 SNOWFLAKE INC 153 153 SOUNDHOUND AI INC 97 97 SYNAPTICS INC 24 24 TAKE TWO INTERACTV 232 232 TELEDYNE TECHNOLOGIES INC 109 109 TERADATA CORP 50 50 THE CIGNA GROUP 108 108 THOMSON REUTERS CORP 90 90 TRANSUNION 117 117 TRIPADVISOR INC 49 49 TTM TECHNOLOGIES INC 72 72 UIPATH INC 32 32 VERISK ANALYTICS INC 96 96 VIASAT INC 15 15 VIATRIS INC 1245 1245 VISA INC 326 326 V2X INC 24 24 WALMART INC 40658 40658 WIPRO LTD 80 80 WISDOMTREE INC 123 123 XOMETRY INC 43 43 8X8 INC 15 15 MOTLEY FOOL 100 INDEX FMV 18036 18036 SPDR S&P 500 ETF FMV 35165 35165 AMERICAN FUNDS AMCAP A FMV 8097 8097 AMERICAN FUNDS FUNDAMENTAL INVS A FMV 1832 1832 AMERICAN FUNDS FUNDAMENTAL INVS F1 FMV 9430 9430 AMERICAN FUNDS GLOBAL BALANCED A FMV 2200 2200 AMERICAN FUNDS INVMT CO OF AMER A FMV 2684 2684 AMERICAN FUNDS INVMT CO OF AMER F1 FMV 13301 13301 AMERICAN FUNDS NEW ECONOMY A FMV 11228 11228 AMERICAN FUNDS NEW WORLD FMV 2748 2748 AMERICAN FUNDS SMALLCAP WORLD A FMV 2644 2644 AMERICAN FUNDS WASHINGTON MUTUAL A FMV 9296 9296 AMERICAN FUNDS WASHINGTON MUTUAL F1 FMV 13471 13471 UNREALIZED GAIN 21112 INVESTMENT FEES 1 1 0 FOREIGN TAXES PAID 22 22 0 FEDERAL EXCISE TAX 65 0 0