2026-03-10T12:01:01-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 80 E RIO SALADO PARKWAY SUITE 200 TEMPE AZ 85281 990PF 2024-07-01 959013325 PHOENIX FOUNDATION TRUST FUND MOST WORSHIPFUL GRAND LODGE F&AM OF AZ PHOE 6022521924 PO BOX 2059 GILBERT AZ 852992059 RONALD W RICHARDS GRAND TREASURER 6022521924 2026-02-25 1 1 WAYNE M HUNTER P01073139 6022662248 2026-02-25 2024 2025-03-06 01:10:19Z X 943047 X 0 X 50178 50178 -4223 40147 0 1000 0 46955 50178 0 0 0 10190 5095 5095 2296 2296 0 1301 0 0 8100 1800 6300 21887 9191 11395 21825 21825 43712 9191 33220 3243 40987 4584 17426 17426 21933 22970 22970 870851 902651 902651 897368 943047 943047 0 0 X 897368 943047 897368 943047 897368 943047 897368 3243 42436 943047 0 943047 PUBLICLY TRADED SECURITIES 2025-06-30 19854 20239 -385 -385 PUBLICLY TRADED SECURITIES 2024-12-31 2229 2145 84 84 PUBLICLY TRADED SECURITIES 2025-01-14 18064 21986 -3922 -3922 -4223 570 0 570 0 570 0 0 0 0 0 21 591 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A RONALD W RICHARDS GRAND TREASURER 6022521924 PO BOX 2059 GILBERT AZ 85299 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MICHAEL DALE PO BOX 2059 GILBERT AZ 85299 GRAND MASTER (LEFT 06/07/25) 0.10 0 0 0 GREGORY A VASQUEZ PO BOX 2059 GILBERT AZ 85299 GRAND SECRETARY 0.10 0 0 0 RONALD W RICHARDS PO BOX 2059 GILBERT AZ 85299 GRAND TREASURER 0.10 0 0 0 RANDAL SCOTT JAGER PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE 0.10 0 0 0 LEIGH CREIGHTON PO BOX 2059 GILBERT AZ 85299 GRAND MASTER (STARTED 06/07/25) 0.10 0 0 0 CRAIG GROSS PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE 0.10 0 0 0 JIM BAKER PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE 0.10 0 0 0 GEORGE RUSK PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE (STARTED 06/07/25) 0.10 0 0 0 DAVID SAHADY PO BOX 2059 GILBERT AZ 85299 GRAND TRUSTEE (LEFT 06/07/25) 0.10 0 0 0 NONE 0 NONE 0 0 914236 6028 0 920264 0 0 920264 13804 906460 45323 45323 570 570 44753 1000 45753 0 45753 33220 0 33220 45753 0 0 11300 2737 16654 30691 33220 0 0 0 33220 0 12533 12533 18158 0 0 0 0 0 0 0 18158 1504 16654 GRAND SECRETARY PO BOX 2059 GILBERT AZ 85299 6022521924 AZGND_SEC@AZMASONS.ORG LETTER DESCRIBING SCHOLARSHIP NEEDS WITH AN APPLICATION OBTAINED FROM ANY MASONIC LODGE. FEBRUARY 1ST FOR THE FOLLOWING SCHOOL YEAR. SCHOLARSHIPS TO PUBLIC COLLEGES AND UNIVERSITIES IN ARIZONA. ADRIANA THROOP C/O EASTERN ARIZONA COLLEGE 615 N STADIUM AVE THATCHER AZ 85552 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES 2425 ALEXANDER LOWERY C/O UNIVERSITY OF ARIZONA PO BOX 210066 TUCSON AZ 85721 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2425 ALEXANDER SAMUEL C/O UNIVERSITY OF ARIZONA PO BOX 210066 TUCSON AZ 85721 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2425 ELIZABETH THROOP C/O UNIVERSITY OF ARIZONA PO BOX 210066 TUCSON AZ 85721 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2425 EMMA ALMODOBA C/O EMBRY-RIDDLE AERONAUTICAL UNIVERSITY 3700 WILLOW CREEK ROAD PRESCOTT AZ 86301 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2425 HALEY CHILDRESS C/O EMBRY-RIDDLE AERONAUTICAL UNIVERSITY 3700 WILLOW CREEK ROAD PRESCOTT AZ 86301 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2425 JO MIKRONIS C/O UNIVERSITY OF ARIZONA PO BOX 210066 TUCSON AZ 85721 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2425 MADISON O'HALLORAN C/O ARIZONA STATE UNIVERSITY PO BOX 870412 TEMPE AZ 852870412 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2425 PARKER BUSLER C/O GRAND CANYON UNIVERSITY 3300 W CAMELBACK PHOENIX AZ 85017 NONE I SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. 2425 21825 0 14 50178 18 -4223 RECOVERY OF SCHOLARSHIP 900099 1000 0 46955 0 46955 0 0 0 0 0 0 0 1 0 1b(6) 4500 MOST WORSHIPFUL GRAND LODGE FREE & ACCEPTED MASONS OF AZ ADMINISTRATION OF THE SCHOLARSHIP PROGRAM 1 MOST WORSHIPFUL GRAND LODGE FREE & ACCEPTED MASONS OF AZ 501(C)(10) COMMON TRUSTEES ACCOUNTING FEES 10190 5095 5095 AMERICAN BALANCED FUND CLASS F-2 49695 49695 AMERICAN MUTUAL FUND CLASS F-2 42929 42929 FIDELITY ADVISOR BALANCED FUND CLASS I 47734 47734 FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS I 20666 20666 FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I 33925 33925 FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND 19953 19953 FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND CLASS I 32350 32350 FIDELITY ADVISOR MEGA CAP STOCK FUND CLASS I 29483 29483 FIDELITY ADVISOR TOTAL BOND FUND CLASS I 64065 64065 FIDELITY ADVISOR MULTI ASSET INCOME FUND CLASS I 36873 36873 JPMORGAN INCOME BUILDER FUND CLASS I 35822 35822 PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS 48236 48236 PIMCO INCOME FUND INSTITUTIONAL CLASS 82492 82492 PGIM TOTAL RETURN BOND FUND CLASS Z 43569 43569 VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES 41671 41671 VOYA STRATEGIC INCOME OPPORTUNITIES FUND CLASS I 62230 62230 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND CLASS I 22687 22687 AMERICAN INCOME FUND OF AMERICA CLASS F2 37851 37851 AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 38987 38987 PIMCO LOW DURATION INCOME FUND INSTITUTIONAL CLASS 54908 54908 PGIM STRATEGIC BOND FUND CLASS Z 17368 17368 PGIM ABSOLUTE RETURN BOND FUND CLASS Z 25349 25349 T. ROWE PRICE CAPITAL APPRECIATION FUND 13808 13808 22970 22970 0 0 ADMINISTRATIVE SERVICES 8100 1800 6300 RECOVERY OF SCHOLARSHIP 1000 1000 UNREALIZED GAIN 42436 INVESTMENT FEES 2296 2296 0 INCOME TAXES PAID 1301 0 0