2024-10-15T08:52:10-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 852573604 Park L Loughlin Charitable Foundation PARK 5304487519 PO Box 2049 Olympic Valley CA 96146 Christopher Loughlin Chairman / President 5304487519 2024-10-15 1 0 Kurt Coburn P01638285 7134395739 2024-10-15 2023 2024-10-15 13:58:12Z X 39932984 X 3000000 3598 3598 690368 690368 2388271 29133471 2388271 51338 0 6133575 3082237 24000 0 24000 2580 0 2580 18500 9250 9250 188860 151360 37500 17069 53 0 7464 0 7464 258473 160663 80794 1163750 1163750 1422223 160663 1244544 4711352 2921574 4189 1140476 4356881 4400761 29793889 31292623 35532223 30938554 35649504 39932984 402 402 0 X 30938152 35649504 30938152 35649504 30938554 35649504 30938152 4711352 0 35649504 0 35649504 Publicly traded securities 29133471 26745200 2388271 2388271 2388271 40610 0 40610 0 40610 8408 0 36000 0 44408 0 3798 3798 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A Daniel P Trump 4155637200 2001 Union St Ste 482 Francisco CA 94123 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Christopher Loughlin PO Box 2049 Olympic Valley CA 96146 Chair / President 10.00 0 0 0 Kerri Loughlin PO Box 2049 Olympic Valley CA 96146 Secretary / Director 5.00 24000 0 0 Avinash Patil PO Box 2049 Olympic Valley CA 96146 Director 0.00 0 0 0 NONE 0 KCM Investment Advisors LLC 300 Drakes Landing Rd Ste 210 Greenbrae CA 94904 Investment advisory 138860 0 0 33554636 2507968 0 36062604 0 0 36062604 540939 35521665 1776083 1776083 40610 40610 1735473 0 1735473 0 1735473 1244544 0 1244544 1735473 0 0 98874 338910 437784 1244544 0 0 0 1244544 0 437784 437784 0 0 0 0 0 53145 0 0 0 X Adventure Risk Challenge PO Box 3208 Truckee CA 96160 N/A PC General Support 200000 Bolinas Museum PO Box 450 Bolinas CA 94924 N/A PC General Support 30000 Canine Companions for Independence 2965 Dutton Avenue Santa Rosa CA 95407 N/A PC General Support 100000 Friends of Tahoe Truckee Waldorf School PO Box 10822 Truckee CA 96162 N/A PC General Support 75000 Hanaeleh Horse Sanctuary PO Box 291 Trabuco Canyon CA 92678 N/A PC General Support 50000 Humane Society of TruckeeTahoe 10961 Stevens Lane Truckee CA 96161 N/A PC General Support 50000 Institute for Wildlife Studies (True Wild) PO Box 1104 Arcata CA 95518 N/A PC General Support 20000 National Forest Foundation 27 Fort Missoula Rd Ste 3 Missoula MT 59804 N/A PC Restricted - Alpine Meadows and Olympic Valley 28750 Nevada Boxer Rescue dba Boxers and Buddies PO Box 895 Virginia City NV 89440 N/A PC General Support 10000 Operation Recovery 23781 Hwy 27 Ste 412 Lake Wales FL 33859 N/A PC Restricted - Afganistan allies evacuation, Americans from Israel evacuation 200000 Safe Embrace 220 S Rock Blvd Ste 7 Reno NV 89502 N/A PC General Support 50000 Send-it Foundation 10075 W River St 204 Truckee CA 96161 N/A PC General support 100000 SPCA of Northern Nevada 4950 Spectrum Blvd Reno NV 89512 N/A PC Todd's medical fund 100000 Stifel Charitable Inc 501 N Broadway St Louis MO 63102 N/A PC Restricted - Dennis C. Schroeder Charitable Fund 50000 Tahoe Truckee Community Foundation 11071 Donner Pass Road Truckee CA 96161 N/A PC Restricted - Tahoe Cross Country Lodge Project 50000 United States Foundation for the Commemoration of the World Wars 1455 Pennsylvania Ave NW 40 Washington DC 20004 N/A PC World War I Memorial 50000 1163750 0 14 3598 14 690368 18 2388271 Federal tax refund 01 51338 0 3133575 0 3133575 0 0 0 0 0 0 0 0 0 0 X X 1 The Estate of Park L Loughlin 2201 Walnut Ave Ste 290 Fremont CA 94538 3000000 X Audit and tax compliance 18500 9250 9250 0 0 0 2,003 Berkshire Hathaway 461620 714390 3,099 Charles Schwab Corp 178085 213210 1,486 Merck & Co. Inc. 109780 162004 1,576 Oracle Corp 97597 166158 1,304 Procter & Gamble 168355 191088 3,530 Wells Fargo & Co 107171 173747 16,092 Select Sector Health 2074728 2194627 27,363 Vanguard Communication 2892099 3221290 2,530 Vanguard Consumer 716344 770512 5,746 Vanguard Consumer 1075440 1097256 14,064 Vanguard Energy Etf 1427281 1649426 13,138 Vanguard Financials Etf 1113650 1212112 7,405 Vanguard Health Care 1761064 1856434 4,861 Vanguard Industrials 856098 1071510 6,284 shs Vanguard Information Technology ETF 2361806 3041456 1,116 Vanguard Materials Etf 190492 211973 13,206 Vanguard Real Estate 1124948 1166882 2,070 Vanguard Utilities Etf 302629 283735 17,980 Communicat Svs Slct Sec 1027444 1306427 7,420 Select Sector Uti Select 509512 469909 6,773 Spdr Fund Materials 540947 579362 25,445 Technology Select Sector 3913736 4897654 19,060 Select Sector Industria 2011563 2172649 77,336 Select Str Financial 2683446 2907834 14,103 Spdr Fund Consumer 2270225 2521757 17,754 Spdr Fund Consumer 1316563 1278821 State registration 1000 0 1000 Payroll processing 964 0 964 Grants Management Software 5500 0 5500 Federal tax refund 51338 51338 Investment management fees 138860 138860 0 Foundation management 50000 12500 37500 Foreign taxes paid 53 53 0 Federal excise tax 17016 0 0