2024-08-22T14:20:29-07:00 2023-12-31 800143419 California CPA Group Inc 5850 Canoga Ave 302 Woodland Hills CA 91367 990PF 2023-01-01 133310453 The Jay Chiat Foundation Inc co Greg B Nathan JAYC 3105023300 5850 Canoga Ave 302 Woodland Hills CA 91367 Marc Chiat President 2024-08-22 true true Robert A Bianchi P00241133 8182060868 2023 2024-08-08 14:25:15Z X 2379377 X X 2018 2018 2018 34969 34969 34969 234119 512940 234119 271106 271106 36987 2250 2250 19218 19218 25 25 250 250 374 374 22117 22117 0 324000 324000 346117 22117 324000 -75011 248989 36987 6588 66981 66981 37840 49390 49390 35320 35548 1102002 82087 579089 856952 967630 680739 680739 680739 1827169 1771469 2379377 0 X 1827169 1771469 1827169 1771469 1827169 1771469 1827169 -75011 19311 1771469 1771469 375 iShares 0-5 Year TIps P 2022-05-04 2023-03-30 37115 38647 -1532 -1532 200 Vanguard High Dvd Yield ETF P 2022-05-04 2023-03-30 31396 32696 -1300 -1300 417 Vanguard High Dvd Yield ETF P 2022-12-19 2023-08-03 45551 44672 879 879 100 Alphabet Inc Cl A P 2011-09-01 2023-12-01 13141 1332 11809 11809 50 Amgen P 2014-04-02 2023-09-07 12666 6303 6363 6363 1801 DFA International Core Equity P 2017-02-03 2023-01-25 26391 21996 4395 4395 4464 Eaton Vance Floating Rate P 2022-02-15 2023-03-30 36868 39055 -2187 -2187 400 iShares 0-5 Year TIps P 2022-03-22 2023-03-30 39590 42333 -2743 -2743 75 Nike Incorporated Class B P 2018-04-25 2023-09-07 7336 4997 2339 2339 120 Tractor Supply Co P 2018-09-20 2023-08-10 26671 10725 15946 15946 200 Vanguard High Dvd Yield ETF P 2022-03-22 2023-03-30 20931 22442 -1511 -1511 125 Vanguard High Dvd Yield ETF P 2022-05-04 2023-08-03 13654 13623 31 31 1 Trust 5258 Noncovered P 2022-01-01 2023-01-02 198560 198560 198560 Capital Gain Dividends 3070 234119 -1953 3461 3461 3461 2205 2205 X 49 1305 0 false false false false false false false true true NY true false false false false false N/A Marc Chiat 3105023300 5850 Canoga Ave Ste 302 Woodland Hills CA 91367 false false false false false false false false false false false false false false false false false false false false false false Elyse Chiat-Rosales 710 Old King Rd Petaluma CA 94952 Vice President 0.00 0 Marc Chiat 5850 Canoga Ave Ste 302 Woodland Hills CA 91367 President 0.00 0 Debra Chiat D'Angelo 5850 Canoga Ave Ste 302 Woodland Hills CA 91367 Treasurer 0.00 0 NONE NONE 1706801 80400 680739 2467940 0 2467940 37019 2430921 121546 121546 3461 3461 118085 118085 118085 324000 324000 118085 95708 110375 93716 32485 332284 324000 0 118085 205915 538199 0 538199 95708 110375 93716 32485 205915 X Share co Greg Nathan 5850 Canoga Ave Ste 302 Woodland Hills CA 91367 None PC Human life projects in Africa and Asia 214000 Fostering Early Learning Inst 311 Professional Center Dr 100 Rohnent Park CA 94928 None PC Providing and promoting developmental services, education and support to the youth 100000 Good Energy Project Inc 8395 Selma Ave Pendido Beach AL 36530 None PC Community involvment through access to clean energy 10000 324000 14 2018 14 34969 18 234119 271106 271106 false false false false false false false false false false 2250 2250 0 0 Union Pac Corp 8245 17193 Amazon Inc 9430 30388 Home Depot Inc 11525 34655 Nike Inc 4997 8143 Costco Wholesale Corp 7125 89111 Unitedhealth Group Inc 12940 42118 Visa Inc Cl A 3949 52070 Apple Inc 4363 96265 Microsoft Corp 6450 112812 Alphabet Inc Cl C 3995 42279 Alphabet Inc Cl A 3995 41907 Nextera Energy Inc 5073 12148 35320 35548 Carillon Reams Unconstrained Bond Fd AT COST 268731 271394 iShares Barclays 1-3 Year TR ETF AT COST 120251 120435 iShares US Treasury Bond ETF AT COST 34848 34560 iShares 1-5 Year Investment Grade Corpor AT COST 186648 192281 DFA International Value Portfolio AT COST 27000 28110 Eaton vance Atlanta Capital Smid-Cap AT COST 18928 44959 Invesco S&P 500 Equal Weight ETF AT COST 59085 61226 iShares Core S&P Small Cap AT COST 11744 11366 JOHCM International Select FD CL AT COST 50618 65330 SPDR S&P Dividend ETF AT COST 16622 40615 SPDR S&P 500 ETF Trust AT COST 2267 2852 T Rowe Price Large Cap Growth Fd AT COST 60210 94502 Artwork 680739 680739 680739 Advertising 170 170 Bank Service Charges 204 204 Truist 5258 Advisory Fees 19218 19218 0 0 New York State Dept of Law 250 250