2024-11-14T06:45:40-08:00 2023-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990PF 2023-01-01 454482686 M & T Foundation M&TF 8587500154 PO Box 676370 Rancho Santa Fe CA 92067 Gregory L Potenziani President 2024-11-14 true true Cheryl Rhode P00234939 6196155380 2023 2024-10-15 13:58:12Z X 24600118 X X 111581 111581 361955 361955 702791 6976590 702791 1176327 1176327 157917 126072 31845 30000 23906 6094 82779 78342 4437 28935 23148 5787 37966 35538 2428 617 617 26169 10991 15178 10094 8075 2019 265188 251345 13843 639665 558034 81631 1425000 1425000 2064665 558034 1506631 -888338 618293 47290 52887 52887 250000 250000 250000 250000 10024897 8544178 11353402 12937274 13524119 12940583 22688 21942 1363 746 746 2081 2500 2500 23262905 22374430 24600118 34150 34013 34150 34013 X 23228755 22340417 23228755 22340417 23262905 22374430 23228755 -888338 22340417 22340417 ALTERNATIVE INVESTMENT REALIZED LOSS P 2000-01-01 2023-12-31 183671 -183671 -183671 TD AMERITRADE P 2000-01-01 2023-12-31 4664767 4749890 -85123 -85123 CHARLES SCHWAB 4142 P 2000-01-01 2023-12-31 2249772 1297527 952245 952245 CHARLES SCHWAB 6965 FBO P 2000-01-01 2023-12-31 62051 42711 19340 19340 702791 8594 8594 8594 28179 28179 X 19585 19585 false false false false false false false true true CA NM true false false false false true N/A Greg Potenziani 8587500154 PO Box 676370 Rancho Santa Fe CA 920676370 false false false false false false false false false false false false false false false false false false false false false false Gregory L Potenziani PO Box 676370 Rancho Santa Fe CA 92067 President 40.00 130000 6500 21417 Frank A Potenziani PO Box 676370 Rancho Santa Fe CA 92067 Director 2.00 0 Fred G Botek PO Box 676370 Rancho Santa Fe CA 92067 Director 1.00 0 Patricia P Vick PO Box 676370 Rancho Santa Fe CA 92067 Director 1.00 0 Jason Vick PO Box 676370 Rancho Santa Fe CA 92067 Director 1.00 0 Darren Beckett PO Box 676370 Rancho Santa Fe CA 92067 Director 1.00 0 Matthew Bush PO Box 676370 Rancho Santa Fe CA 92067 Director 1.00 0 Kimberly Godoy PO Box 676370 Rancho Santa Fe CA 92067 Secretary 1.00 0 Matthew F Botek PO Box 676370 Rancho Santa Fe CA 92067 Director 1.00 0 James A Brenneis PO Box 676370 Rancho Santa Fe CA 92067 Director 1.00 0 NONE NONE Provide charitable funds for medical, educational & sociological pursuits. Volunteer for sociological activities. 1506631 13604347 513286 9933924 24051557 0 24051557 360773 23690784 1184539 1184539 8594 8594 1175945 1175945 1175945 1506631 1506631 1175945 189794 189794 1506631 0 1175945 330686 520480 0 520480 189794 330686 Greg Potenziani PO Box 676370 Rancho Santa Fe CA 92067 8587563858 Applications should be submitted in written letter form. N/A N/A SAINT THOMAS AQUINAS HIGH SCHOOL 1100 HOOD ROAD RIO RANCHO NM 87124 None GENERAL SUPPORT 25000 INTERNATIONAL BUSINESS COUNCIL 122 OAKES STREET SW APT 307 GRAND RAPIDS MI 49503 None GENERAL SUPPORT 50000 THE PHOENIX 2239 CHAMPA STREET DENVER CO 80205 None SAN DIEGO REGION 125000 SAINT PIUS X HIGH SCHOOL 5301 St Josephs Dr NW Albuquerque NM 87120 None GENERAL SUPPORT 25000 University of Notre Dame 2060 JENKINS NANOVIC HALLS NOTRE DAME IN 46617 None CON LAW 1100000 GILMOUR ACADEMY 34001 CEDAR ROAD GATES MILLS OH 44040 None GENERAL SUPPORT 25000 ENCINITAS EDUCATION FOUNDATION 1690 WANDERING ROAD ENCINITAS CA 92024 None GENERAL SUPPORT 25000 HONDURAN CHILDREN RESCUE FUND 2470 MIRAMAR BLVD UNIVERSITY HEIGHTS OH 44118 None GENERAL SUPPORT 25000 TEEN CHALLENGE INTERNATIONAL 5450 LEA STREET SAN DIEGO CA 92105 None GENERAL SUPPORT 25000 1425000 14 111581 14 361955 702791 473536 702791 1176327 false false false false false false false false false false INVESTMENTS 8544178 11353402 INVESTMENTS FMV 13524119 12940583 Furniture and Fixtures 5527 5527 Machinery and Equipment 17161 16415 746 746 DEPOSITS 2081 2500 2500 ACCRUAL TO CASH ADJUSTMENT 54781 54781 Insurance 9993 7994 1999 Investment Management fees 176706 176706 OFFICE EXPENSE 1324 1059 265 OTHER GRANT EXPENSE 8879 8879 Repairs and maintenance 1086 869 217 SUBSCRIPTIONS AND CONFERENCES 9206 7365 1841 UTILITIES 3213 2571 642 Credit Cards payable 2150 2013 Excise Tax 32000 32000 Monarca 250000 250000 0.0000 Line of Credit 28935 23148 0 5787 Payroll taxes 12464 10036 2428 TAXES 25502 25502