2024-04-08T08:35:55-05:00 2023-12-31 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990PF 2023-01-01 943381823 THE PRAISNER FAMILY FOUNDATION PRAI 6503870440 1456 PADRE LANE PEBBLE BEACH CA 93953 JAN A PRAISNER PRESIDENT 6503870440 2024-04-01 1 JAN PRAISNER 999009999 1 LEENA GUPTA CPA P01228597 4082006400 2024-04-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 556874 X X 1653 1653 8501 8501 28842 55735 28842 38996 38996 0 0 0 3675 919 2756 5262 5262 0 34 34 0 40 15 25 9011 6230 2781 58455 58455 67466 6230 61236 -28470 32766 30605 13504 13504 137572 143969 438966 128784 111109 87836 3872 3872 16191 468 377 377 301301 272831 556874 0 0 X 0 0 0 0 301301 272831 301301 272831 301301 272831 301301 -28470 0 272831 0 272831 SECURITIES SALES P 55296 26893 28403 28403 CAPITAL GAIN DISTRIBUTION P 439 439 439 28842 455 0 455 0 455 107 0 0 0 107 0 348 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JAN A PRAISNER 6508391920 1456 PADRE LANE PEBBLE BEACH CA 93953 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAN PRAISNER 1456 PADRE LANE PEBBLE BEACH CA 93953 DIRECTOR/PRESIDENT 2.00 0 0 0 MICHAEL PRAISNER 1456 PADRE LANE PEBBLE BEACH CA 93953 DIRECTOR/VICE-PRESIDENT 0.25 0 0 0 CHRISTOPHER TODD PRAISNER 4851 TWIN VALLEY DRIVE AUSTIN TX 78731 DIRECTOR/TREASURER 0.25 0 0 0 MIA P MOSHER 477 WALSH ROAD ATHERTON CA 94027 DIRECTOR/SECRETARY 0.25 0 0 0 NONE 0 NONE 0 0 513496 22448 0 535944 0 0 535944 8039 527905 26395 26395 455 455 25940 0 25940 0 25940 61236 0 61236 25940 0 0 13291 31812 21519 20181 29570 116373 61236 0 0 0 25940 35296 0 0 151669 0 0 0 0 0 0 13291 138378 31812 21519 20181 29570 35296 JAN PRAISNER X AIM FOR MENTAL HEALTH PO BOX 4235 CARMEL CA 93921 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 1000 RAFAEL HOUSE HOMELESS SUPPORT SAN FRANCISCO 1065 SUTTER ST SAN FRANCISCO CA 94109 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 505 CARMEL VALLEY WOMEN'S CLUB SCHOLARSHIP 407 W CARMEL VALLEY RD CARMEL VALLEY CA 93924 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 100 COMMUNITY FOUNDATION OF MONTEREY PENINSULA FOR MEALS ON WHEELS 2354 GARDEN ROAD MONTEREY CA 93940 PC TO BUILD ADDTIONAL KITCHEN AND FACILITIES FOR VETERANS 30000 MEALS ON WHEELS 2142 JERROLD AVE SAN FRANCISCO CA 94124 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 100 JDRF 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 25000 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 1000 CARMEL LIBRARY CORNER OF OCEAN AVE LINCOLN ST CARMEL CA 93921 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 250 BOYS & GIRLS CLUB OF SANTA CRUZ 543 CENTER STREET SANTA CRUZ CA 95062 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 250 BAY AREA FRIENDSHIP CIRCLE 3921 FABIAN WAY A023 PALO ALTO CA 94303 PC TO SUPPORT THE ORGANIZATION'S GENERAL PROGRAMS 250 58455 0 14 1653 14 8501 18 28842 0 38996 0 38996 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 3675 919 2756 METROPOLITAN WEST TOTAL RETURN BOND FUND 111109 87836 SHERWIN WILLIAMS 2139 23392 CELANESE CORP COMMON 4916 11653 AMAZON 5768 24310 HOME DEPOT INC 5318 22526 NIKE INC-CLASS B 2323 16285 MCDONALDS CORP 5791 7413 CONSTELLATION BRANDS 7618 12088 UNITED HEALTH GROUP INC 1703 18426 THERMO FISHER SCIENTIFIC INC 3933 15924 ABBOTT LABS 6950 11007 EOG RES INC 6355 5443 WILLIAMS COS INC 4066 4180 BLACKSTONE INC 7035 22911 BERKSHIRE HATHAWAY INC-CI B 2417 17833 ROPER TECHNOLOGIES 2505 16355 MICROSOFT CORP 3757 26323 APPLE INC 517 23104 ACCENTURE PLC CL A 1440 22809 MASTERCARD INC CL A 796 21325 ADOBE INC 5048 20881 NVIDIA CORP 16192 17333 ALPHABET INC CL A 2427 23049 ARTISAN INTL VALUE FUND-INS 20000 24240 GQG PART EMERG MKTS EQ-INST 10119 12430 INFINITY Q DIVERS ALPHA-INST 10456 39 CBRE GROUP INC 4380 17687 REAL ESTATE INVESTMENT TRUSTS AT COST 3872 16191 2023 RECORDED DIVIDEND PAYABLE IN 2024 468 377 377 STATE FILING FEE 25 0 25 OTHER INVESTMENT FEE 15 15 0 INVESTMENT MANAGEMENT FEE 5262 5262 0 FOREIGN TAX 34 34 0