2024-11-06T12:45:07-06:00 2023-12-31 452411503 HOWARD M KESSELMAN PLC PO BOX 746 PRESCOTT AZ 86302 990PF 2023-01-01 813517395 THE JACK INGEBRITSON FOUNDATION INC JACK 6029802726 7356 E VAQUERO DRIVE SCOTTSDALE AZ 852582097 RON COLEMAN PRESIDENT 6029802726 2024-10-27 1 0 HOWARD KESSELMAN P00280439 6027704009 2024-10-27 2023 2024-10-15 13:58:12Z X 16062070 X 400000 X 46268 46268 330738 330738 354537 2784857 354537 1131543 731543 0 0 0 3924 0 0 148 148 0 13507 6219 0 126839 125802 0 144418 132169 0 1607187 1607187 1751605 132169 1607187 -620062 599374 726895 466554 466554 1057715 614844 576328 9372085 9460232 14870156 135297 149032 149032 11291992 10690662 16062070 18732 0 18732 X 0 0 -398963 -398963 11690955 11070893 11291992 10671930 11291992 10690662 11291992 -620062 0 10671930 0 10671930 GA57873 ST GAINS D 2023-03-01 2023-12-31 1091 1002 89 89 GA57873 LT LOSS D 2022-03-01 2023-12-31 88920 93140 -4220 -4220 GA57878 ST GAINS D 2023-03-01 2023-12-31 15253 15027 226 226 GA57878 LT GAINS D 2022-03-01 2023-12-31 204400 108750 95650 95650 GA59494 ST GAINS D 2023-03-01 2023-12-31 33890 29355 4535 4535 GA59494 LT GAINS D 2022-03-01 2023-12-31 163116 149476 13640 13640 GA59495 ST GAINS D 2023-03-01 2023-12-31 13226 11538 1688 1688 GA59495 LT GAINS D 2022-03-01 2023-12-31 317484 230992 86492 86492 GA59496 ST GAINS D 2023-03-01 2023-12-31 196779 184727 12052 12052 GA59496 LT GAINS D 2022-03-01 2023-12-31 257680 244882 12797 12797 GA59498 ST LOSS D 2023-03-01 2023-12-31 11061 11269 -208 -208 GA59498 LT GAINS D 2022-03-01 2023-12-31 110164 101587 8577 8577 GA61912 ST LOSS D 2023-03-01 2023-12-31 9221 10322 -1101 -1101 GA61912 LT GAINS D 2022-03-01 2023-12-31 264221 245795 18426 18426 GA55716 LT GAIN D 2022-03-01 2023-12-31 501035 441503 59532 59532 GA57879 ST GAIN D 2023-03-01 2023-12-31 7652 6828 824 824 GA57879 LT GAIN D 2022-03-01 2023-12-31 251338 178786 72552 72552 GA59497 ST LOSS D 2023-03-01 2023-12-31 1085 1134 -49 -49 GA59497 LT GAIN D 2022-03-01 2023-12-31 21116 20561 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CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 FEEDING MATTERS 7227 N 16TH ST 110 PHOENIX AZ 85020 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 FIRST PLACE PHOENIX 3001 N 3RD STREET PHOENIX AZ 85012 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 30000 FRIENDS OF ISRAELI DEFENSE FORCE PO BOX 4224 NEW YORK NY 10163 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 10000 GCU YOUNG LIFE 839 W LINGER LANE PHOENIX AZ 85021 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 HARMONY AND HOPE HORSE HAVEN PO BOX 173 RODEO NM 88056 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 10000 HONOR HEALTHCARE 8125 N HAYDEN ROAD SCOTTSDALE AZ 85258 501(C)(3) CHARITABLE CONTRIBUTION FO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 HUSHABYE NURSERY 3003E MCDOWELL RD PHOENIX AZ 85008 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 10000 KID IN THE CORNER 6929 N HAYDEN ROAD SCOTTSDALE AZ 852507978 501(C)(3) CHARITABLE CONTRIBTUION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 LAUNCHPAD TEEN CENTER 302 GROVE AVE PRESCOTT AZ 86301 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 LOCAL FIRST ARIZONA FOUNDATION (LFAF) 407 E ROOSEVELT STREET PHOENIX AZ 85004 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 MCDOWELL SONORAN CONSERVANCY 7729 E GREENWAY RD 100 SCOTTSDALE AZ 85260 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 25000 MUSEUM OF INDIGENOUS PEOPLE PO BOX 10224 147 N ARIZONA AVE PRESCOTT AZ 86304 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 20000 NEIGHBORHOOD MINISTRIES 1918 W VAN BUREN ST PHOENIX AZ 85009 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 PHOENIX CHILDRENS FOUNDATION 2929 E CAMELBACK RD 122 PHOENIX AZ 85016 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 25000 PHOENIX RESCUE MISSION 1540 W VAN BUREN ST PHOENIX AZ 85007 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 25000 PRESCOTT AREA SHELTER SERVICES 336 N RUSH ST PRESCOTT AZ 86301 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 PRESCOTT COMMUNITY CUPBOARD PO BOX 10123 PRESCOTT AZ 86304 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 25000 SALT RIVER WILD HORSES MANAGEMENT GROUP 4610 N 68TH ST 477 SCOTTSDALE AZ 85251 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 10000 SAVE THE FAMILY FOUNDATION 125 E UNIVERSITY DR MESA AZ 85201 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 SAVING AMY 3117 N 44TH STREET PHOENIX AZ 85018 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 10000 SCHOOL CONNECT AZ 14240 N 43RD AVE GLENDALE AZ 85306 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 SOUTHWEST KIDS CANCER FOUNDATION 20235 N CAVE CREEK ROAD PHOENIX AZ 85024 501(C)(3) HOMELESS YOUTH OUTREACH PROGRAM 25000 STARS (SCOTTSDALE TRAINING AND REHABILITATION SERVICES 7507 E OSBORN ROAD SCOTTSDALE AZ 85251 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 25000 STUDENT EXPEDITION PROGRAM (STEP) 5021 N 20TH STREET PHOENIX AZ 85016 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 SUNSHINE PT 1705 17TH AVE VERO BEACH FL 32960 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 SUPPORT MY CLUB 5070 N 40TH STREET PHOENIX AZ 85018 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 TEACH FOR AMERICA 3030 N CENTRAL AVE SUITE 900 PHOENIX AZ 85012 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 THE FOSTER ALLIANCE 3110 E THUNDERBIRD RD 100 PHOENIX AZ 85013 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 25000 TIA FOUNDATION PO BOX 36203 PHOENIX AZ 85067 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 TOGETHER CHANGE HAPPENS 215 W LODGE DRIVE TEMPE AZ 85283 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 20000 TREVORS VISION 2212 W KELLER CT ANTHEM AZ 85086 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 UNITED ANIMAL FRIENDS PO BOX 11133 PRESCOTT AZ 86304 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 20000 UNIVERSITY OF ARIZONA FOUNDATION 111 N CHERRY AVE TUCSON AZ 857210109 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THE JAMES 4H CAMP 25000 VALLEYWISE HEALTHCARE 2601 E ROOSEVELT PHOENIX AZ 85008 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 25000 WELCOME TO AMERICA PROJECT 1711 W UNIVERSITY DR 158 TEMPE AZ 85281 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) ORGANIZATION FOR THEIR EXEMPT PURPOSES 50000 YORK COUNTY SHELTER PROGRAMS INC PO BOX 1268 ALFRED ME 04002 501(C)(3) CHARITABLE CONTRIBUTION TO 501(C)(3) FOR BAKERY EQUIPMENT 20000 1607187 0 14 46268 14 330738 18 354537 0 0 731543 731543 8 NORMAL INVESTMENT INCOME 4 NORMAL INVESTMENT INCOME 3 NORMAL INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 TAX PREP HOWARD KESSELMAN 3924 0 0 ARIZONA NO LONGER REQUIRES A COPY TO THE ATTORNEY GENERAL SCHEDULE D AND RELATED FORMS ALL OF THE INVESTMENTS FOR THE FOUNDATION ARE HELD IN MANAGED ACCOUNTS AT UBS. THERE ARE NUMEROUS TRANSACTIONS IN EACH ACCOUNT EACH YEAR. THE ACCOUNT NUMBER AND GAINS OR LOSSES ARE SHOWN ON THE SCHEDULE D AS ALL OF THE TRANSACTIONS ARE REPORTED TO THE IRS BY UBS. THE PURCHASE AND SALE DATES ON THE TRANSACTIONS ARE NOT ACCURATE AS THE GAINS AND LOSSES ARE COMBINED IN EACH ACCOUNT AND HAVE BEEN REPORTED TO THE IRS BY ACCOUNT NUMBER. EQUITIES 9460232 14870156 0 0 614844 576328 OTHER FMV 147718 147718 MISC AT COST 1314 1314 INVESTMENT EXPENSES 117449 117449 0 FOREIGN TAXES WITHHELD 8353 8353 0 WASH SALE LOSSES 1037 0 0 FEDERAL 13507 6219 0