2026-02-17T18:36:42-06:00 2025-09-30 341854260 CBIZ ADVISORS LLC 90 S CASCADE AVE SUITE 200 COLORADO SPRINGS CO 80903 990PF 2024-10-01 841246148 JEROME V BRUNI FOUNDATION JERO 7195759880 1528 N TEJON COLORADO SPRINGS CO 80907 JOHN R BROCK EXEC DIRECTOR 7195759880 2026-02-17 1 1 PHILIP J ERICKSON P00362260 7195310445 2026-02-17 2024 2025-03-06 01:10:19Z X 31621358 X 525300 78 78 761579 761579 1053975 2809387 1932020 2340932 2693677 0 0 0 2950 2950 0 73451 4136 0 2465 2465 0 78866 9551 0 1171574 1171574 1250440 9551 1171574 1090492 2684126 1026 17822 17822 6134862 4581770 4581770 12594355 15688039 27021766 1646930 1180034 0 20377173 21467665 31621358 0 0 X 0 0 0 0 20377173 21467665 20377173 21467665 20377173 21467665 20377173 1090492 0 21467665 0 21467665 BROOKFIELD ASSET MGMT LTD 2010-05-18 2024-10-24 28576 4768 23808 23808 CAPITAL ONE FINL CORP 2014-04-24 2025-05-19 192 55 137 137 CIGNA GROUP 2013-02-16 2025-08-29 85671 51788 33883 33883 CIGNA GROUP 2013-03-01 2025-08-29 46936 28373 18563 18563 DISCOVER FINANCIAL SVCS 2014-04-21 2024-10-24 111458 43721 67737 67737 DISCOVER FINANCIAL SVCS 2014-04-21 2025-02-11 140085 40753 99332 99332 LKQ CORP 2017-09-28 2025-03-17 8425 7106 1319 1319 LKQ CORP 2017-12-18 2025-03-17 134804 129859 4945 4945 LKQ CORP 2018-04-27 2025-03-17 67402 51837 15565 15565 LKQ CORP 2018-12-21 2025-03-17 42126 24073 18053 18053 LKQ CORP 2018-12-24 2025-03-17 101103 57362 43741 43741 MASTEC 2020-07-20 2024-10-23 162467 52636 109831 109831 MASTEC 2020-07-20 2025-02-11 137058 39718 97340 97340 MASTEC 2020-07-20 2025-02-18 92162 27281 64881 64881 MASTEC 2020-08-05 2025-02-18 76441 24642 51799 51799 MASTEC 2020-08-05 2025-05-06 140210 42205 98005 98005 MASTEC 2020-08-05 2025-06-05 57366 15729 41637 41637 NUSCALE PWR CORP 2023-10-20 2025-03-19 534904 114156 420748 420748 QUANTA 2020-08-21 2025-05-06 842001 121305 720696 720696 1932020 37309 0 37309 0 37309 67240 0 0 0 67240 0 29931 29931 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A JEROME V BRUNI 7195759880 1528 N TEJON COLORADO SPRINGS CO 80907 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEROME V BRUNI 1528 N TEJON COLORADO SPRINGS CO 80907 DIRECTOR 1.00 0 0 0 PAMELA S BRUNI 1528 N TEJON COLORADO SPRINGS CO 80907 DIRECTOR 1.00 0 0 0 JOHN R BROCK 1528 N TEJON COLORADO SPRINGS CO 80907 EXEC DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 29049243 18019 0 29067262 0 0 29067262 436009 28631253 1431563 1431563 37309 37309 1394254 0 1394254 0 1394254 1171574 0 1171574 1394254 0 0 19678 133319 613369 766366 1171574 0 0 0 1171574 0 222680 222680 543686 0 0 0 0 0 0 0 543686 543686 JEROME V BRUNI X AIR FORCE ACEDEMY FOUNDATION 3116 ACADEMY DRIVE USAF ACADEMY CO 80840 501(C)(3) EDUCATION 40000 AMERICAN COUNCIL OF TRUSTEES AND ALUMNI 1730 M STREET NW SUITE 600 WASHINGTON DC 20036 501(C)(3) ECONOMIC RESEARCH AND EDUCATION 100000 AMERICAN RED CROSS - PIKES PEAK CHAPTER 1040 SOUTH 8TH ST COLORADO SPRINGS CO 80905 501(C)(3) HUMANITARIAN 4000 BOYS AND GIRLS CLUBS OF SOUTHERN MAINE 277 CUMBERLAND AVENUE PORTLAND ME 04112 501(C)(3) HUMANITARIAN 500000 CARE AND SHARE INC 2605 PREAMBLE POINT COLORADO SPRINGS CO 80915 501(C)(3) HUMANITARIAN 7000 CATHOLIC CHARITIES OF CENTRAL COLORADO - MARIAN HOUSE 228 N CASCADE AVE COLORADO SPRINGS CO 80903 501(C)(3) HUMANITARIAN 6250 COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY 241 EARL GARRETT STREET KERRVILLE TX 78028 501(C)(3) HUMANITARIAN 10000 COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT 2330 ROBINSON STREET COLORADO SPRINGS CO 80904 501(C)(3) HUMANITARIAN 6000 CONVOY OF HOPE 1 CONVOY DRIVE SPRIGFIELD MO 65802 501(C)(3) HUMANITARIAN 35000 EARLY CONNECTIONS LEARNING CENTERS 104 E RIO GRANDE COLORADO SPRINGS CO 80903 501(C)(3) HUMANITARIAN 5000 FOUNDATION FOR TEACHING ECONOMICS CO THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 501(C)(3) EDUCATION 25000 GRAND TETON MUSIC FESTIVAL 175 S KING STREET 200 JACKSON WY 83002 501(C)(3) HUMANITARIAN 1000 HOME FRONT MILITARY NETWORK 1120 NORTH CIRCLE DRIVE 230 COLORADO SPRINGS CO 80909 501(C)(3) HUMANITARIAN 5000 LOS ANGELES REGIONAL FOOD BANK 1734 EAST 41ST STREET LOS ANGELES CA 90058 501(C)(3) HUMANITARIAN 10000 LUTHERAN FAMILY SERICES - ROCKY MOUNTAINS 108 E ST VRAIN ST 21 COLORADO SPRINGS CO 80903 501(C)(3) HUMANITARIAN 5500 MAKE WAY FOR BOOKS 700 N STONE AVENUE TUCSON AZ 85705 501(C)(3) EDUCATION 5000 MERCY'S GATE 4360 MONTEBELLO DRIVE 300 COLORADO SPRINGS CO 80918 501(C)(3) HUMANITARIAN 4500 MOUNT CARMEL VETERANS SERVICE CENTER 530 COMMUNICATION CIRCLE COLORADO SPRINGS CO 80905 501(C)(3) HUMANITARIAN 4000 NAMI-COLORADO SPRINGS 1615 S MURRAY BLVD COLORADO SPRINGS CO 80916 501(C)(3) HUMANITARIAN 3000 PARTNERS IN HOUSING 455 GOLD PASS HEIGHTS COLORADO SPRINGS CO 80906 501(C)(3) HUMANITARIAN 39250 PEAK VISTA COMMUNITY HEALTH CENTERS FOUNDATION 3205 N ACADEMY BLVD SUITE 130 COLORADO SPRINGS CO 80917 501(C)(3) HUMANITARIAN 7000 PENROSE-ST FRANCIS HEALTH FOUNDATION 2222 N NEVADA AVENUE COLORADO SPRINGS CO 80919 501(C)(3) HUMANITARIAN 100000 PIKES PEAK STATE COLLEGE FOUNDATION 5675 SOUTH ACADEMY BLVD BOX C-68 COLORADO SPRINGS CO 80906 501(C)(3) EDUCATION 63574 PIKES PEAK HOSPICE & PALLIATIVE CARE 2550 TENDERFOOT HILL ST COLORADO SPRINGS CO 80906 501(C)(3) HUMANITARIAN 5000 SAFE PASSAGE 2335 ROBINSON STREET COLORADO SPRINGS CO 80904 501(C)(3) HUMANITARIAN 3000 SALVATION ARMY - COLO SPGS - EL PASO COUNTY 908 YUMA ST COLORADO SPRINGS CO 80909 501(C)(3) HUMANITARIAN 5500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 501(C)(3) HUMANITARIAN 25000 SILVER KEY SENIOR SERVICES 1625 S MURRAY BLVD COLORADO SPRINGS CO 80916 501(C)(3) HUMANITARIAN 5500 TEAM RUBICON 5230 PACIFIC CONCOURSE DRIVE 200 LOS ANGELES CA 90045 501(C)(3) HUMANITARIAN 20000 TESSA 435 GOLD PASS HEIGHTS COLORADO SPRINGS CO 80906 501(C)(3) HUMANITARIAN 4000 THE PLACE 423 EAST CUCHARRAS ST COLORADO SPRINGS CO 80903 501(C)(3) HUMANITARIAN 4000 THE RESOURCE EXCHANGE 6385 CORPORATE DR STE 301 COLORADO SPRINGS CO 80919 501(C)(3) HUMANITARIAN 5500 TOUCH OF LOVE INTERNATIONAL 5785 N UNION BLVD COLORADO SPRINGS CO 80918 501(C)(3) HUMANITARIAN 10000 TRI LAKES CARES 235 JEFFERSON ST UNIT B MONUMENT CO 80132 501(C)(3) HUMANITARIAN 5500 IC HEALTH MEMORIAL HOSPITAL FOUNDATION 1400 E BOULDER ST 2N2019 COLORADO SPRINGS CO 80909 501(C)(3) HUMANITARIAN 50000 UNIVERSITY OF COLORADO COLORADO SPRINGS ADVANCEMENTDEVELOPMEN 1420 AUSTIN BLUFFS PARKWAY COLORADO SPRINGS CO 80918 501(C)(3) EDUCATION 32000 WESTSIDE CARES 2808 W COLORADO AVE COLORADO SPRINGS CO 80904 501(C)(3) HUMANITARIAN 4500 YMCA - SOUTHEAST FAMILY CENTERARMED SERVICES 2190 JET WING DR COLORADO SPRINGS CO 80916 501(C)(3) HUMANITARIAN 6000 1171574 0 78 761579 1053975 0 0 1815632 1815632 3 GOOD STEWARDSHIP OF THE RESOURCES BY INVESTING 4 GOOD STEWARDSHIP OF THE RESOURCES BY INVESTING 8 GOOD STEWARDSHIP OF THE RESOURCES BY INVESTING 0 0 0 0 0 0 0 0 0 0 X X 1 JEROME V BRUNI 1528 N TEJON COLORADO SPRINGS CO 80907 525300 X 1 30,000 SHS OF SMR STOCK 525300 2025-03-17 ACCOUNTING 2950 2950 0 A E S CORP 935516 862638 AERCAP HOLDINGS NV 289472 302500 AFFILATED MANAGERS GROUP 365721 1621324 ALLY FINANCIAL 776711 962752 ALTICE USA INC. 420117 121223 BALLARD POWER SYSTEMS 246778 40800 BROOKFIELD ASSET MANAGEMENT LTD 97946 457798 BROOKFIELD CORPORATION 613565 2736342 BROOKFIELD WEALTH SOLUTIONS 10737 17533 CAPITAL ONE FINL CORP 514441 1793750 CHECK PT SOFTWARE 801704 958821 CIGNA CORP 389259 605325 CITIZENS FINANCIAL GROUP 885383 1433087 EQUITABLE HLDGS 1085168 1033982 INTEL CORP 541718 402600 IQVIA HOLDGS 446671 423566 KINDER MORGAN INC 692008 1208837 MASTEC 81179 385186 NEXSTAR MEDIA GROUP 817203 943220 NICE LTD 1427666 1214125 OAKTREE SPECIALTY LENDING CORP 1029492 922635 PENSKE AUTOMOTIVE GROUP INC 227526 886941 PRIMORIS SERVICES CORP 447836 1868776 RADIAN GROUP 196639 1992100 ROCKET COMPANIES CORP 661036 923302 RYMAN HOSPITALITY PPTYS 555201 976000 TAYLORMORRISON HOME CORP 566711 1485225 WARNER BROS. DISCOVER 564635 441378 NET UNREALIZED APPRECIATION 1646930 1180034 PY DIVIDEND RECLASSIFICATION 2465 2465 0 FEDERAL TAX PAID 50430 0 0 FOREIGN TAX WITHHELD 4136 4136 0 PRIOR YEAR TAX 18885 0 0