2024-03-08T16:58:46-06:00 2023-05-31 952156485 LOCKE KASAL FERRIS & CO LLP 3435 WILSHIRE BLVD SUITE 1020 LOS ANGELES CA 900101911 990PF 2022-06-01 208026913 THE MUHS FAMILY FOUNDATION MUHS 5624135099 80 W SIERRA MADRE BLVD 343 SIERRA MADRE CA 91024 DAVID C MUHS PRESIDENT 5624135099 2024-02-26 1 DAVID MUHS 999009999 0 PETER G FERRIS P00019487 2133834144 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3427442 X 120411 336 336 61367 61367 254670 550840 254670 436784 316373 0 0 0 2357 1179 1178 19616 19616 0 1195 0 0 145 145 0 23313 20940 1178 181500 181500 204813 20940 182678 231971 295433 3 3 74290 115331 115331 1759348 1950275 3129828 193614 193614 182280 2027252 2259223 3427442 0 0 X 0 0 0 0 2027252 2259223 2027252 2259223 2027252 2259223 2027252 231971 0 2259223 0 2259223 ABBVIE INC (200 SHARES) D 2006-12-18 2022-12-05 32788 5004 27784 27784 ABBVIE INC (100 SHARES) D 2007-12-18 2022-12-05 16394 2983 13411 13411 ABBVIE INC (100 SHARES) D 2013-12-30 2022-12-05 16394 5255 11139 11139 ABBVIE INC (100 SHARES) D 2013-12-30 2022-12-05 16394 5255 11139 11139 ABBVIE INC (86 SHARES) D 2020-05-11 2022-12-05 14099 7243 6856 6856 ABBVIE INC (173 SHARES) D 2020-05-11 2022-12-05 28362 14570 13792 13792 EXXON MOBILE CORP (200 SHARES) D 2007-12-18 2023-02-22 22128 18058 4070 4070 MCKESSON CORP (300 SHARES) P 2017-01-31 2022-12-05 114828 41213 73615 73615 SCHLUMBERGER LTD (200 SHARES) P 2009-12-22 2023-02-22 10599 12867 -2268 -2268 SCHLUMBERGER LTD (200 SHARES) P 2012-04-19 2023-02-22 10599 14055 -3456 -3456 SCHLUMBERGER LTD (100 SHARES) P 2014-12-17 2023-02-22 5299 8403 -3104 -3104 UNITED HEALTH GROUP (200 SHARES) D 2018-12-21 2023-02-22 98376 47668 50708 50708 UNITED HEALTH GROUP (100 SHARES) P 2019-05-03 2023-02-22 49188 23185 26003 26003 APPLE INC (690 SHARES) D 2022-12-23 2023-04-20 115392 90411 24981 24981 254670 4107 0 4107 0 4107 2890 0 0 0 2890 0 1217 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A THE MUHS FAMILY FOUNDATION 5624135099 80 WSIERRA MADRE BLVD 343 SIERRA MADRE CA 91024 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID C MUHS 80 W SIERRA MADRES BLVD 343 SIERRA MADRE CA 91024 PRESIDENT 2.00 0 0 0 JILL A MUHS 80 W SIERRA MADRES BLVD 343 SIERRA MADRE CA 91024 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION'S ONLY ACTIVITY IS MAKING CHARITABLE CONTRI- BUTIONS FROM ITS ASSETS. 0 0 3378074 100382 0 3478456 0 0 3478456 52177 3426279 171314 171314 4107 4107 167207 0 167207 0 167207 182678 0 182678 167207 182464 0 0 182678 182464 0 0 214 0 0 0 0 0 0 0 0 166993 0 0 0 X 826LA 1714 W SUNSET BLVD LOS ANGELES CA 90026 NONE PUBLIC CHARITY CONTRIBUTION 1500 AG BELL ASSOCIATION 3417 VOLTA PLACE NW WASHINGTON DC 20007 NONE PUBLIC CHARITY CONTRIBUTION 1500 ARCHDIOCESE OF LA - CALLED TO RENEW 3424 WILSHIRE BLVD FL 5 LOS ANGELES CA 90010 NONE PUBLIC CHARITY CONTRIBUTION 40000 ARCHDIOCESE OF LA - TOGETHER IN MISSION 3424 WILSHIRE BLVD LOS ANGELES CA 90010 NONE PUBLIC CHARITY CONTRIBUTION 5000 ART CENTER COLLEGE OF DESIGN 1700 LIDA ST PASADENA CA 91103 NONE PUBLIC CHARITY CONTRIBUTION 1500 BOY SCOUTS OF AMERICA GLAAC 2333 SCOUT WAY LOS ANGELES CA 90026 NONE PUBLIC CHARITY CONTRIBUTION 7000 CAL POLY FOUNDATION 1 GRAND AVE SAN LUIS OBISPO CA 93407 NONE PUBLIC CHARITY CONTRIBUTION 1500 CALVARY PRESBYTERIAN CHURCH 1050 FREMONT AVE SOUTH PASADENA CA 91030 NONE PUBLIC CHARITY CONTRIBUTION 5000 CHURCH OF ST RITA 50 E ALEGRIA AVE SIERRA MADRE CA 91024 NONE PUBLIC CHARITY CONTRIBUTION 40000 COMPASSIONOW 981 W ARROW HWY 389 SAN DIMAS CA 91773 NONE PUBLIC CHARITY CONTRIBUTION 1000 DOLORES MISSION CHURCH 171 S GLESS ST LOS ANGELES CA 90030 NONE PUBLIC CHARITY CONTRIBUTION 2000 FLINTRIDGE SACRED HEART ACADEMY 440 ST KATHERINE DR LA CANADA FLINTRIDGE CA 91011 NONE PUBLIC CHARITY CONTRIBUTION 2000 FOOTHILL UNITY CENTER 790 W CHESTNUT AVE MONROVIA CA 91016 NONE PUBLIC CHARITY CONTRIBUTION 1500 FRIENDS IN DEED PO BOX 41125 PASADENA CA 91114 NONE PUBLIC CHARITY CONTRIBUTION 1000 HOMEBOY INDUSTRIES 130 W BRUNO ST LOS ANGELES CA 90012 NONE PUBLIC CHARITY CONTRIBUTION 2000 INSTITUTE FOR EDUCATION RESEARCH AND SCHOLARSHIP 10866 WILSHIRE BLVD FL4/PMB 264 LOS ANGELES CA 90024 NONE PUBLIC CHARITY CONTRIBUTION 1000 JOHN TRACY CENTER 2160 WADAMS BLVD LOS ANGELES CA 90018 NONE PUBLIC CHARITY CAPITAL CAMPAIGN 20000 JOHN TRACY CENTER 2160 WADAMS BLVD LOS ANGELES CA 90018 NONE PUBLIC CHARITY CONTRIBUTION 20000 MATER DOLOROSA PASSIONIST RETREAT CENTER 700 N SUNNYSIDE AVE SIERRA MADRE CA 91024 NONE PUBLIC CHARITY CONTRIBUTION 11000 MOUNT WILSON OBSERVATORY PO BOX 94146 PASADENA CA 91109 NONE PUBLIC CHARITY CONTRIBUTION 1000 NAMI GLENDALE 1540 E COLORADO ST GLENDALE CA 91205 NONE PUBLIC CHARITY CONTRIBUTION 1000 SAN GABRIEL VALLEY HABITAT FOR HUMANITY 400 SOUTH IRWINDALE AVE AZUSA CA 91702 NONE PUBLIC CHARITY CONTRIBUTION 10000 SIERRA MADRE COMMUNITY FOUNDATION PO BOX 716 SIERRA MADRE CA 91025 NONE PUBLIC CHARITY CONTRIBUTION 1500 SIERRA MADRE ROSE FLOAT ASSN PO BOX 603 SIERRA MADRE CA 91025 NONE PUBLIC CHARITY CONTRIBUTION 1000 SIERRA MADRE SEARCH AND RESCUE TEAM PO BOX 24 SIERRA MADRE CA 91025 NONE PUBLIC CHARITY CONTRIBUTION 1500 ST RITA SCHOOL 322 N BALDWIN AVE SIERRA MADRE CA 91024 NONE PUBLIC CHARITY CONTRIBUTION 1000 181500 0 336 61367 254670 0 0 316373 316373 3 INCOME FROM ACTIVITIES ON LINES 3, 4 AND 8 ARE DERIVED FROM 4 RETURNS ON INVESTMENT OF THE FOUNDATION'S ASSETS. IT IS THE 8 FOUNDATION'S ONLY SOURCE OF INCOME BESIDES THE CONTRIBUTIONS RECEIVED WHICH IT USES TO MAKE CHARITABLE CONTRIBUTIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID MUHS 80 W SIERRA MADRE BLVD 343 SIERRA MADRE CA 91024 60205 X X 2 JILL MUHS 80 W SIERRA MADRE BLVD 343 SIERRA MADRE CA 91024 60205 X X 1 SEE GENERAL EXPLANATION FOR DESCRIPTION OF NON CASH DONATION 45205 2022-12-23 2 SEE GENERAL EXPLANATION FOR DESCRIPTION OF NON CASH DONATION 45205 2022-12-23 ACCOUNTING 2357 1179 1178 DESCRIPTION OF NON-CASH PROPERTY GIVEN SCHEDULE B PART II LINE 1(B) & 2(B) DONOR 1 DAVID MUHSNON CASH CONTRIBUTIONS345.00 SHS OF APPLE INC $45,205.35 __________TOTAL NON CASH CONTRIBUTIONS DONOR 1 DAVID MUHS $45,205.35 DONOR 2 JILL MUHSNON CASH CONTRIBUTIONS345.00 SHS OF APPLE INC $45,205.35 __________TOTAL NON CASH CONTRIBUTIONS DONOR 2 JILL MUHS $45,205.35 VANGUARD CORP BOND ETF S/T CORP BOND (2,400 SHS/2,400 SHS) 193614 182280 A T & T INC (4,400 SHS / 4,400 SHS) 80636 69212 ALBEMARLE CORP (900 SHS/900 SHS) 69340 174177 ALPHABET INC CLASS A (50 SHS/50 SHS) 18700 122870 ALPHABET INC. CLASS C (50 SHS/50 SHS) 18641 123370 AMGEN INCORPORATED (350 SHS/350 SHS) 36177 77228 APPLE INC (2400 SHS/2400 SHS) 42041 425400 BANK OF NY MELLON CP NEW (1500 SHS/ 1500 SHS) 38016 60300 BERKSHIRE HATHAWAY CL B (450 SHS/450 SHS) 43531 144486 BP PLC ADR (1100 SHS/1100 SHS) 41286 37081 CARMAX INC (0 SHS/1500 SHS) 101580 108315 CHEVRON CORP (400 SHS/400 SHS) 30000 60248 CISCO SYSTEMS INC (700 SHS /700 SHS) 21497 34769 CONAGRA BRANDS INC (3,200 SHS /3,200 SHS) 102912 111584 CORTEVA INC (2400 SHS / 2400 SHS) 65496 128376 DODGE & COX INTL STOCK FUND (1046.525 SHS/ 1046.525 SHS) 36567 46675 DUPONT DE NEMOURS INC (1129 SHS/1129 SHS) 59860 75858 GILEAD SCIENCES INC (400 SHS / 400 SHS) 41058 30776 INTEL CORP (1600 SHS/1600 SHS) 79135 50304 INTL FLAVORS & FRAGRA (122 SHS/899 SHS) 92469 69561 INTUIT INC (600 SHS/600 SHS) 26319 251472 ISHARES MSCI EMERGING MARKETS (1000 SHS/1000 SHS) 43007 38190 JOHNSON CONTROLS INC (668 SHS / 668 SHS) 19677 39880 JPMORGAN CHASE & CO (600 SHS / 600 SHS) 54492 81426 META PLATFORMS INC (300 SHS / 300 SHS) 101783 79416 NIKE INC CLASS B (1600 SHS/1600 SHS) 52732 168416 NORDSTROM INC (1700 SHS / 1700 SHS) 66258 26010 PAYPAL HOLDINGS INC ( 0 SHS / 1500 SHS) 113515 92985 PFIZER INCORPORATED ODDLOT OFFER EXP 08/05/09 (747 SHS/747 SHS) 13175 28401 UNITED PARCEL SERVICE CLASS B (350 SHS/350 SHS) 29800 58450 VIATRIS INC (92 SHS/92 SHS) 713 842 VMWARE INC (550 SHS/550 SHS) 68140 74960 VODAFONE GROUP (3500 SHS/ 3500 SHS) 64437 33180 WALGREENS BOOTS (1200 SHS/ 1200 SHS) 64852 36444 WALT DISNEY CO.(0 SHS / 1000 SHS) 98130 87960 WARNER BROTHERS DISCOVER (2964 SHS/ 2964 SHS) 69792 33434 WELLS FARGO & CO (1200 SHS/1200 SHS) 44511 47772 INVESTMENT EXPENSE 145 145 0 INVESTMENT COUNSELING 19616 19616 0 UNITED STATES TREASURY 1120 0 0 CALIFORNIA-ATTORNEY GENERAL REGISTRATION FEE 75 0 0