2024-11-15T17:39:23-05:00 2023-12-31 472391598 KDA 4 CENTERPOINTE DR STE 310 LA PALMA CA 90623 990PF 2023-01-01 843831680 TRINITY PEAK FOUNDATION TRIN 8584054243 12881 INDIAN TRAIL ROAD POWAY CA 92064 REBEKAH HALL PRESIDENT 8012323796 2024-11-15 false LAURETTA LLOYD P00125790 8008784051 2024-11-14 2023 2024-10-15 13:58:12Z X 315578 X 39260 16 16 3473 3473 -10196 98272 32553 3489 115 65 50 66819 66819 10741 10741 8670 1426 7244 86345 1491 84854 0 0 86345 1491 84854 -53792 1998 200 2926 1547 1547 195840 158680 195840 195840 207491 118191 118191 369297 315578 315578 73 73 X 369297 315505 369297 315505 369297 315578 369297 -53792 315505 315505 28 28 28 28 false false false false false false false true true CA true false false false false true N/A REBEKAH HALL 8584054243 12881 INDIAN TRAIL ROAD POWAY CA 92064 false false false false false false false false false false false false false false false false false false false false REBEKAH HALL 12881 INDIAN TRAIL ROAD POWAY CA 92064 PRESIDENT 000.00 0 0 0 JESSICA ENGEL 12881 INDIAN TRAIL ROAD POWAY CA 92064 VICE PRESIDE 000.00 0 0 0 AIDEN COX 12881 INDIAN TRAIL ROAD POWAY CA 92064 SECRETARY 000.00 0 0 0 NONE NONE N/A 162841 2236 0 165077 165077 2476 162601 8130 8130 28 28 8102 8102 8102 84854 84854 8102 15276 23533 38809 84854 8102 76752 115561 0 115561 15276 23533 76752 X 2 16 2 3473 -10196 3489 -10196 -6707 false false false false false false false false false false X X 1 JEFFREY SUWAY 7308 BORLA PLACE CARLSBAD CA 92009 33162 X MERRILL 2432 2023-01 PURCHASE 2023-12 6815 6975 -160 MERRILL 2432 2022-01 PURCHASE 2023-12 91457 101493 -10036 MUTUAL FUNDS AT COST 118191 118191 EXPENSES MARKETING 521 521 OFFICE SUPPLIES 1216 1216 EDUCATION 4338 4338 BANK FEES 1169 1169 BROKER FEES 1426 1426 PAYPAL 73 LOAN TO OFFICER 194709 LOAN TO DURAN 1131 LICENSES & FEES 50 50 FOREIGN TAXES 65 65