2026-07-24T16:13:49-05:00 2025-11-30 390859910 BAKER TILLY ADVISORY GROUP LP 255 E RIVER PARK CIRCLE STE 220 FRESNO CA 93720 990PF 2024-12-01 942738016 PETE P PETERS FOUNDATION PETE 5592695456 4638 S FOWLER AVENUE FRESNO CA 937259326 DENNIS PETERS DIRECTOR 5592695456 2026-07-24 1 1 SHAD R WINTERS P01556189 5593895700 2026-07-24 2024 2025-03-06 01:10:19Z X 980411 X X 2126 2126 21987 21987 -30294 260504 0 -6181 24113 0 0 0 8464 8464 0 173 173 0 8637 8637 0 20000 20000 28637 8637 20000 -34818 15476 57177 104791 104791 586444 501706 875620 643621 606497 980411 0 0 X 0 0 0 0 643621 606497 643621 606497 643621 606497 643621 -34818 0 608803 2306 606497 CAPITAL GAIN DISTRIBUTIONS P 2000-11-01 2025-11-30 8393 8393 8393 PUBLICLY TRADED SECURITIES P 2000-11-01 2025-11-30 252111 290798 -38687 -38687 -30294 215 0 215 0 215 0 0 215 0 215 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A DENNIS PETERS 5592695456 4638 S FOWLER AVENUE FRESNO CA 937259326 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK RUOF 489 E SHEPHERD FRESNO CA 93720 CFO 1.00 0 0 0 RONALD D PETERS 4742 S FOWLER AVENUE FRESNO CA 93725 VICE PRESIDENT 1.00 0 0 0 EDWARD J HASHIM 1696 W BIRCH FRESNO CA 93711 DIRECTOR 1.00 0 0 0 ALEX A NEUSS 26162 HITCHING RAIL LAGUNA HILLS CA 92653 DIRECTOR 1.00 0 0 0 DENNIS PETERS 4638 S FOWLER AVENUE FRESNO CA 93725 PRESIDENT 1.00 0 0 0 ELAINE NEUSS 26162 HITCHING RAIL LAGUNA HILLS CA 92653 CHAIRMAN 1.00 0 0 0 LORRAINE WILSON 123 BAY STREET HERCULES CA 94547 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 878467 22384 0 900851 0 0 900851 13513 887338 44367 44367 215 215 44152 0 44152 0 44152 20000 0 20000 44152 0 0 32126 68139 74622 84718 259605 20000 0 0 0 20000 0 24152 24152 235453 0 0 0 0 0 0 7974 227479 68139 74622 84718 DENNIS OR RON PETERS 4638 S FOWLER AVE FRESNO CA 937259326 5599940543 N/A APPLICANTS MUST SUBMIT A LETTER REQUESTING GRANTS. NONE NONE STATE CENTER COMMUNITY COLLEGE DISTRICT 1525 E WELDON AVE FRESNO CA 93704 NONE PC FUNDS FOR OPERATION AND ADMINISTRATION. 20000 20000 0 14 2126 14 21987 18 -30294 0 -6181 0 -6181 0 0 0 0 0 0 0 0 0 0 J P MORGAN EXCHANGE TRADED FUND TRUST 50250 49224 J P MORGAN EXCHANGE-TRADED FD 49246 52929 INTERNATIONAL BUSINESS MACHINES CORP 28430 61716 MICROSOFT CORP 25431 49201 PFIZER INC 29633 25740 PROFESSIONALLY MANAGED PORT 68789 92153 QUALCOMM INC 26774 84045 SELECT SECTOR SPDR TRUST 49154 114488 SPDR S&P 500 ETF TRUST 20919 34169 VANGUARD S&P 500 ETF 48172 94262 VANGUARD SECTOR INDEX FDS 28568 43208 SPDR S&P DIVIDEND ETF 44069 70375 WELLTOWER INC 32271 104110 CUMULATIVE STOCK BASIS ADJUSTMENT 2306 BROKER FEES 8464 8464 0 FEDERAL TAX 173 173 0