2026-08-27T21:32:31-07:00 2025-12-31 850850907 Dogwood CPA Firm 3020 Rockingham Dr NW Atlanta GA 303271233 990PF 2025-01-01 866052388 Demund Foundation DEMU 6784299075 1028 Mifflin Ave Pittsburgh PA 15221 Stephen Clarke President 2026-08-27 true John T Holmes P00393485 4049661311 2025 2025-03-06 01:10:19Z X 1136678 X X 121 121 37817 37817 20212 413048 20212 17068 17068 75218 75218 15000 15000 3500 3500 2375 2375 3135 3135 992 152 840 265 2848 2848 1658 1658 29773 3287 26221 86000 86000 115773 3287 112221 -40555 71931 42664 39168 39168 318303 329575 301925 223962 168362 224299 465643 474182 571286 2652 1613 1304 1039 1051876 1012326 1136678 0 X 1051876 1012326 1051876 1012326 1051876 1012326 1051876 -40555 1005 1012326 1012326 Barclays Bank PLC 06746R335 P 2024-08-07 2025-02-11 72000 72000 Barclays Bank PLC 06746R112 P 2025-01-29 2025-10-31 55050 55050 Barclays Bank PLC 06746R344 P 2025-02-26 2025-12-01 70000 70000 Canadian Imperial Bank 13608R745 P 2025-01-15 2025-10-17 50200 50200 GS Finance Corp 36268E860 P 2022-07-23 2025-01-28 55000 55000 Royal Bank of Canada 78016U366 P 2024-07-10 2025-01-14 50000 50000 Barclays Bank PLC 06746Q437 P 2024-11-21 2025-11-25 37000 37000 Broker summary public securities P 2023-01-01 2025-12-31 3124 3561 -437 -437 Broker summary public securities P 2025-01-01 2025-12-31 26 25 1 1 Capital Gain Dividends 20648 20212 1 1000 1000 1000 1000 0 false false false false false false false true true AZ true false false false false true N/A Stephen Clarke 6784299075 1028 Mifflin Ave Pittsburgh PA 15221 false false false false false false false false false false false false false false false false false false false false false false LAURIE CLARKE 1028 Mifflin Ave Pittsburgh PA 15221 Director 4.00 0 STEPHEN CLARKE 1028 Mifflin Ave Pittsburgh PA 15221 President 4.00 15000 Alexander Clarke 1040 Portland Street Pittsburgh PA 15206 Director 0.00 0 Connor Clarke 1028 Mifflin Ave Pittsburgh PA 15221 Director 0.00 0 NONE NONE 1097510 39530 0 1137040 0 1137040 17056 1119984 55999 55999 1000 1000 54999 54999 54999 112221 112221 54999 3427 4248 2787 10471 1637 22570 112221 0 54999 57222 79792 0 3427 76365 4248 2787 10471 1637 57222 X 1028 Mifflin Ave Pittsburgh PA 15221 6784299075 MARICOPA COMMUNITY COLLEGES FOUNDAT 2411 W 14TH ST TEMPE AZ 85721 PC GENERAL 4000 UNIVERSITY OF ARIZONA S SAN FRANCISCO ST FLAGSTAFF AZ 86011 PC GENERAL 15000 ALBRIGHT COLLEGE 1621 N 13TH ST READING PA 19604 PC GENERAL 17000 Northern Arizona University Foundat PO Box 4094 Flagstaff AZ 86011 PC GENERAL 50000 86000 14 121 14 37817 14 17068 18 20648 -436 75654 -436 75218 false false false false false false false false false false Tax Prep Fees 2375 0 0 2375 Dell Computer 2019-12-10 2652 1348 SL 10.0000 265 Common Stock 168362 224299 329575 301925 ETF AT COST 210328 275501 REIT AT COST 222175 238665 CEF AT COST 41679 57120 Machinery and Equipment 2652 1613 1039 Legal 3500 0 0 3500 Laptop 1460 1460 LLC Fees 159 159 Miscellaneous 39 39 Other Investment Income 17068 17068 Investment Management Fees 3135 3135 0 0 FOREIGN TAX 152 152 IRS 840 840