2024-11-14T19:09:49-06:00 2023-12-31 471854853 ALVAREZ TAX & ACCOUNTING LLP 12760 HIGH BLUFF DRIVE SUITE 250 SAN DIEGO CA 92130 990PF 2023-01-01 330940158 MERLE FISCHLOWITZ FAMILY FOUNDATION INC MERL 8587504200 5348 CARROLL CANYON ROAD SUITE 200 SAN DIEGO CA 92121 TERESA WHORTON DIRECTOR/CFO/TREASURER 8587504200 2024-11-11 1 0 JEFFREY L ALVAREZ P00589602 8583689122 2024-11-11 2023 2024-10-15 13:58:12Z X 271529 X X 39 39 4948 4948 342 5400 342 5329 5329 0 0 0 0 0 1850 1850 0 0 500 500 0 0 2104 2104 0 0 4454 4454 0 0 500 500 4954 4454 0 500 375 875 0 15077 7314 7314 97718 105856 264215 112795 113170 271529 0 0 X 114741 114741 0 0 -1946 -1571 112795 113170 112795 113170 112795 375 0 113170 0 113170 50 SHS WALT DISNEY CO P 2018-04-10 2023-02-16 5377 5058 319 319 CAPITAL GAINS DIVIDENDS P 23 23 23 342 12 0 12 0 12 0 0 0 0 0 0 12 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A TERESA WHORTON 8587504200 5348 CARROLL CANYON ROAD SAN DIEGO CA 92121 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MERLE FISCHLOWITZ 4999 KAHALA AVENUE 371 HONOLULU HI 96816 DIRECTOR 0.00 0 0 0 TERESA WHORTON 5348 CARROLL CANYON ROAD 200 SAN DIEGO CA 92121 DIRECTOR 0.00 0 0 0 DR SARA F DAVIS 741 ULUMIKA ST HONOLULU HI 96816 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 247596 7974 0 255570 0 0 255570 3834 251736 12587 12587 12 12 12575 0 12575 0 12575 500 0 500 12575 0 0 12825 14113 7367 34305 500 0 0 0 500 0 12075 12075 22230 0 0 0 0 0 0 0 22230 750 14113 7367 X TERESA WHORTON 5348 CARROLL CANYON RD STE 200 SAN DIEGO CA 92121 8587504200 N/A N/A N/A SAN DIEGO OPERA 3356 DALEY CENTER DRIVE 1312 SAN DIEGO CA 92123 GENERAL SUPPORT 500 500 0 14 39 14 4948 18 342 0 5329 0 5329 0 0 0 0 0 0 0 0 0 0 INCOME TAX PREPARATION 1850 1850 0 0 COMMON STOCK 105856 264215 INVESTMENT MANAGEMENT FEE 1963 1963 0 0 FILING FEES 25 25 0 0 FEDERAL TAXES 116 116 0 0 FIDUCIARY MANAGEMENT 500 500 0 0