2024-02-08T14:33:49-06:00 2023-11-30 201732004 KISINGER ACCOUNTANCY CORPORATION 1475 WEST PARK AVENUE REDLANDS CA 923738178 990PF 2022-12-01 770018844 THE JOHN AND MILDRED MEDIC WUCHENICH FOUNDATION JOHN 9097987122 248 GRANDVIEW DRIVE REDLANDS CA 92373 DANIELLE E WUCHENICH PRESIDENT 9097987122 2024-02-07 1 DANIELLE WUCHENICH 999009999 0 RONALD A KISINGER CPA P00119274 9097938225 2024-02-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2791060 X 67173 306 306 83581 83581 252431 1136721 252431 403491 336318 0 0 0 5750 0 0 21832 0 0 3169 0 0 19924 0 0 50675 0 0 93220 93220 143895 0 93220 259596 336318 4381 24836 24836 1992642 2165758 2596022 104177 170202 170202 2101200 2360796 2791060 0 0 X 0 0 0 0 2101200 2360796 2101200 2360796 2101200 2360796 2101200 259596 0 2360796 0 2360796 3650 SHRS AEGON LTD ADR ADR P 2023-11-17 19583 16669 2914 2914 1500 SHRS AEGON N V ADR P 2023-02-09 8371 9197 -826 -826 1000 SHRS AEGON N V ADR P 2023-07-18 5252 5979 -727 -727 890 SHRS ALLY FINL INC P 2023-03-13 20927 25019 -4092 -4092 92 SHRS ALPHABET INC A P 2022-09-21 2023-10-12 12953 9228 3725 3725 120 SHRS ANDERSONS INC P 2023-10-03 6022 3912 2110 2110 120 SHRS ANDERSONS INC P 2023-11-07 6253 3068 3185 3185 100 SHRS ANDERSONS INC P 2019-09-05 2023-11-20 5127 2211 2916 2916 90 SHRS ANDERSONS INC P 2023-11-21 4679 1961 2718 2718 270 SHRS ADRMORE SHIPPING CO P 2022-12-02 4329 1976 2353 2353 230 SHRS ARDMORE SHIPPING CO P 2023-01-10 3143 1537 1606 1606 360 SHRS ARGO GROUP INTL HLDG A P 2023-08-09 10699 8226 2473 2473 220 SHRS ARGO GROUP INTL HLDG A P 2023-08-11 6537 4602 1935 1935 180 SHRS ARGO GROUP INTL HLDG A P 2023-08-14 5346 3537 1809 1809 35 SHRS AUTONATION INC P 2017-04-03 2023-07-11 6140 1448 4692 4692 1 SHRS AUTOZONE INC P 2021-02-11 2023-04-19 2678 1147 1531 1531 2 SHRS AUTOZONE INC P 2021-02-11 2023-07-14 5126 2293 2833 2833 3 SHRS AUTOZONE INC P 2021-02-12 2023-11-10 8040 3434 4606 4606 2 SHRS AUTOZONE INC P 2021-02-12 2023-11-20 5257 2289 2968 2968 480 SHRS BAYER AG P 2023-04-20 32123 24835 7288 7288 185 SHRS CALIFORNIA RESOURCES P 2023-07-18 8784 7901 883 883 400 SHRS CAREER EDUCATION COR P 2021-05-28 2023-09-27 6992 4844 2148 2148 400 SHRS CAREER EDUCATION COR P 2021-05-28 2023-11-29 7040 4844 2196 2196 70 SHRS CAREER EDUCATION COR P 2021-05-28 2023-11-30 1222 848 374 374 150 SHRS CENTRAL VLY CMNTY BK P 2014-04-22 2023-02-27 3830 1729 2101 2101 243 SHRS CHEMOURS CO P 2023-07-10 9022 5263 3759 3759 120 SHRS COCA-COLA EUROPACIFI P 2022-03-07 2023-05-05 7862 5340 2522 2522 1380 SHRS CONS COMMUNICATIONS P 2023-11-10 5797 15233 -9436 -9436 700 SHRS CONS COMMUNICATIONS P 2023-11-22 2953 3646 -693 -693 150 SHRS DONNELLEY FINL SOLUT P 2023-01-03 5834 1466 4368 4368 110 SHRS DONNELLEY FINL SOLUT P 2020-01-29 2023-01-20 4629 1012 3617 3617 90 SHRS DONNELLEY FINL SOLUT P 2020-01-29 2023-01-23 3848 828 3020 3020 100 SHRS DONNELLEY FINL SOLUT P 2022-04-29 2023-11-01 5469 2918 2551 2551 100 SHRS DONNELLEY FINL SOLUT P 2020-01-29 2023-11-02 5582 920 4662 4662 300 SHRS ELANCO ANIMAL HEALTH P 2023-05-12 2023-07-21 3618 2569 1049 1049 550 SHRS ELANCO ANIMAL HEALTH P 2023-11-29 6720 4717 2003 2003 243 SHRS ESAB CORP P 2023-01-03 11567 6303 5264 5264 50 SHRS FAIRFAX FINL HL P 2022-12-21 29407 22638 6769 6769 6 SHRS FAIRFAX FINL HL P 2021-11-05 2023-02-10 3904 2552 1352 1352 4 SHRS FAIRFAX FINL HL P 2023-02-13 2604 1658 946 946 19 SHRS FAIRFAX FINL HL P 2013-12-12 2023-11-27 17252 7257 9995 9995 30 SHRS FEDEX CORP P 2021-08-18 2023-07-06 7445 8204 -759 -759 5 SHRS FEDEX CORP P 2021-01-07 2023-07-20 1318 1242 76 76 40 SHRS FEDEX CORP P 2023-07-26 10621 9663 958 958 100 SHRS GOLDMAN SACHS GROUP P 2023-03-13 31919 22846 9073 9073 400 SHRS GREAT LAKES DREDGE P 2022-11-08 2023-08-01 3709 2668 1041 1041 258 SHRS GREEN PLAINS INC P 2023-02-08 9563 1337 8226 8226 170 SHRS HUDSON PAC PPTYS INC 4.75% PFD CALLABLE P 2023-05-10 2023-08-31 1999 1377 622 622 70 SHRS HUDSON PAC PPTYS INC 4.75% PFD CALLABLE P 2023-05-10 2023-09-01 827 567 260 260 160 HUDSON PAC PPTYS INC 4.75% PFD CALLABLE P 2023-05-10 2023-11-09 1864 1296 568 568 90 SHRS HUDSON PAC PPTYS INC 4.75% PFD CALLABLE P 2023-05-11 2023-11-14 1047 723 324 324 100 SHRS HUDSON PAC PPTYS INC 4.75% PFD CALLABLE P 2023-05-12 2023-11-15 1162 784 378 378 500 SHRS ITERIS INC P 2019-04-12 2023-04-03 2351 2088 263 263 200 SHRS ITOCHU CORP P 2014-12-10 2023-06-02 7126 2186 4940 4940 39 SHRS JOHNSON & JOHNSON P 2023-07-10 6236 5370 866 866 100 SHRS JPMORGAN CHASE & CO P 2023-07-17 15093 10475 4618 4618 1200 SHRS LIBERTY GLOBAL INC C P 2023-11-10 20276 24749 -4473 -4473 150 SHRS MOLSON COORS BEVERAG B P 2021-08-03 2023-05-02 9671 7334 2337 2337 140 SHRS MOLSON COORS BEVERAG B P 2021-08-03 2023-06-07 9147 6845 2302 2302 215 SHRS MOLSON COORS BEVERAG B P 2023-08-18 13488 10500 2988 2988 900 SHRS NEUBERGER BERMN ENRG INFR INC NAV CF P 2020-02-21 2023-07-26 6279 5548 731 731 300 SHRS NEUBERGER BERMN ENRG INFR INC NAV CF P 2023-07-31 2130 1061 1069 1069 0.07700 SHRS NEW YORK CMNTY BANCO P 2021-06-14 2022-12-02 1 1 0 0 3179 SHRS NEW YORK CMNTY BANCO P 2023-03-13 20433 31928 -11495 -11495 350 SHRS O-I GLASS INC P 2023-02-10 7624 8945 -1321 -1321 250 O-I GLASS INC P 2023-02-13 5501 5443 58 58 0.66667 OAKTREE SPECIALTY LE P 2018-02-05 2023-01-24 13 9 4 4 370 SHRS OAKTREE SPECIALTY LE P 2023-07-21 7434 5003 2431 2431 800 SHRS OMNIAB INC P 2023-08-11 4505 3252 1253 1253 1100 SHRS OMNIAB INC P 2023-08-21 6416 4290 2126 2126 60 SHRS PENSKE AUTOMOTIVE GR P 2023-05-26 8555 1342 7213 7213 75 SHRS PENSKE AUTOMOTIVE GR P 2011-04-19 2023-06-27 12269 1434 10835 10835 55 SHRS PENSKE AUTOMOTIVE GR P 2011-04-19 2023-08-02 9638 1052 8586 8586 3000 SHRS REDWOOD TRUST INC 4.75% 08/15/2023 CONVERTIBLE EXCHANGEABLE P 2020-05-13 2023-08-15 3000 3000 0 0 173 SHRS RESOLUTE FOREST PROD P 2023-01-03 3727 432 3295 3295 140 SHRS RESOLUTE FOREST PROD P 2020-04-06 2023-01-04 3013 193 2820 2820 100 SHRS RUSH ENTERPRISES B P 2015-05-26 2022-12-27 5658 1638 4020 4020 50 SHRS RUSH ENTERPRISES B P 2015-05-26 2023-02-14 3068 819 2249 2249 30 SHRS RUSH ENTERPRISES B P 2015-05-26 2023-02-15 1836 492 1344 1344 0.59126 SHRS SEMBCORP MARINE LTD P 2023-03-01 2023-02-23 0 0 55 SHRS SHIFT4 PMTS INC A P 2022-07-06 2022-12-22 2916 1744 1172 1172 55 SHRS PENSKE AUTOMOTIVE GR P 2022-07-06 2023-01-17 3485 1744 1741 1741 300 SHRS SIRIUSPOINT LTD P 2021-06-14 2023-04-12 2784 3168 -384 -384 1700 SHRS SIRIUSPOINT LTD P 2023-08-11 17591 17552 39 39 800 SHRS SIRIUSPOINT LTD P 2023-08-24 8305 7746 559 559 463 SHRS SIRIUSPOINT LTD P 2021-10-22 2023-08-30 5186 4347 839 839 537 SHRS SIRIUSPOINT LTD P 2023-09-18 5650 4897 753 753 400 SHRS SPDR BLMBG 1-3 MTH T-BILL ETF P 2023-03-13 2023-06-05 36585 36650 -65 -65 190 SHRS STELLAR BANCORP INC P 2022-12-29 5626 5539 87 87 10 SHRS STELLAR BANCORP INC P 2022-04-01 2022-12-29 296 314 -18 -18 1200 SHRS SUMITOMO CORP P 2023-06-05 23560 15617 7943 7943 140 SHRS TELEPHONE & DATA SYS P 2015-03-30 2023-08-07 1996 3505 -1509 -1509 60 SHRS TELEPHONE & DATA SYS P 2015-03-30 2023-08-08 901 1502 -601 -601 1000 SHRS TELEPHONE & DATA SYS P 2023-08-09 16653 23123 -6470 -6470 375 SHRS TELEPHONE & DATA SYS P 2023-08-11 6477 7152 -675 -675 140 SHRS TENET HEALTHCARE P 2023-07-11 11656 5961 5695 5695 1100 SHRS TEVA PHARMACEUTICAL ADR P 2023-10-09 9949 33841 -23892 -23892 360 SHRS UNIVAR SOLUTIONS INC P 2023-06-02 12861 8808 4053 4053 400 SHRS UNVL TECH INSTITUTE P 2023-11-16 4429 2703 1726 1726 280 SHRS US CELLUL P 2023-08-14 11186 8745 2441 2441 320 SHRS US CELLUL P 2023-08-22 12819 9519 3300 3300 230 SHRS US CELLUL P 2023-08-24 9203 6653 2550 2550 270 SHRS US CELLUL P 2023-08-25 10681 5464 5217 5217 20000 SHRS US TREASURY BILL 03/23/2023 P 2023-02-17 2023-03-10 19975 19926 49 49 10000 SHRS US TREASURY BILL 05/18/2023 P 2023-03-23 2023-03-31 9940 9936 4 4 15000 SHRS US TREASURY BILL 051823 P 2023-03-23 2023-04-11 14934 14903 31 31 16000 SHRS US TREASURY BILL 05/18/2023 P 2023-03-23 2023-05-05 15981 15896 85 85 9000 SHRS US TREASURY BILL 05/18/23 P 2023-03-23 2023-05-15 8998 8942 56 56 10000SHRS US TREASURY BILL 07/13/2023 P 2023-02-17 2023-05-25 9934 9814 120 120 5000 SHRS US TREASURY BILL 02/17/2023 P 2023-02-17 2023-05-30 4970 4907 63 63 10000 SHRS US TREASURY BILL 07/13/2023 P 2023-05-22 2023-05-30 9932 9919 13 13 6000 SHRS US TREASURY BILL 10/03/2023 P 2023-09-26 5995 5902 93 93 10000 SHRS US TREASURY BILL 10/03/2023 P 2023-06-07 2023-09-27 9992 9832 160 160 12000 SHRS US TREASURY BILL 10/24/2023 P 2023-08-18 2023-10-17 11990 11889 101 101 13000 SHRS US TREASURY BILL 10/24/2023 P 2023-08-18 2023-10-18 12991 12880 111 111 35000 SHRS US TREASURY BILL 11/28/2023 P 2023-11-03 34886 34530 356 356 58 SHRS V S E CORP P 2022-04-21 2023-07-27 3131 2374 757 757 360 SHRS VERITONE INC P 2022-06-22 2023-02-02 3615 2265 1350 1350 300 SHRS VERITONE INC P 2022-06-22 2023-02-06 3090 1887 1203 1203 300 SHRS VERITONE INC P 2023-02-15 2927 1772 1155 1155 0.00094 SHRS VITESSE ENERGY INC P 2014-03-17 2023-01-17 0 0 600 SHRS VONTIER CORP P 2023-11-24 20056 18156 1900 1900 400 SHRS WARNER BROTHERS DISC P 2023-02-28 6419 8223 -1804 -1804 115 SHRS WEST FRASER TIMBER P 2022-06-23 2023-07-10 9783 8306 1477 1477 58 SHRS WEST FRASER TIMBER P 2022-06-23 2023-07-27 5077 4189 888 888 370 SHRS WESTROCK CO P 2023-11-28 14245 12642 1603 1603 245 SHRS WESTROCK CO P 2023-11-30 10124 5716 4408 4408 STOCK SALE ADJ P 2023-11-30 68458 68458 68458 252431 4675 0 4675 0 4675 3000 0 0 0 3000 0 1675 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A JOHN D WUCHENICH 9097987122 248 GRANDVIEW DRIVE REDLANDS CA 92373 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 PRESIDENT 2.00 0 0 0 JOHN D WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 SECRETARY-TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 2681294 0 0 2681294 0 0 2681294 40219 2641075 132054 132054 4675 4675 127379 0 127379 0 127379 93220 0 93220 127379 87777 0 0 93220 87777 0 0 5443 0 0 0 0 0 0 0 0 121936 0 0 0 DANIELLE E WUCHENICH JOHN D WUCHENICH X ANCHOR OF HOPE CHARITIES (ANCHOR ORPHANAGE COLLEGE-ZAMBIA) 103108 STORMHAVEN WAY INDIANAPOLIS IN 46256 N/A CHARITY-SCHOOL SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 19565 LAUREL LAKE CAMP AND RETREAT CENTER 76 LODGE ROAD ROSSITER PA 15772 N/A PUBLIC CHARITY SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 20000 LIFELINE HUMANITARIAN ORGANIZATION (JJ SMAJ ORPHANANGE) 200 N MICHIGAN AVE STE 502 CHICAGO IL 60601 N/A PUBLIC CHARITY SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALSSUPPORT OF THE ORGANIZATIONS CHARITABLE GOALSSUPPORT ORPHANAGES IN SERBIA 48140 PINE SPRINGS RANCH CHRISTIAN YOUTH CAMP & RETREAT CENTER 58000 APPLE CANYON RD MOUNTAIN CENTER CA 92561 N/A CHARITY-CHURCH SPONS SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALSSUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 5515 93220 0 14 306 14 83581 18 252431 0 83887 252431 336318 3 INTEREST IS RECEIVED ON TEMPORARY INVESTMENTS MADE IN SAVINGS ACCOUNTS 4 DIVIDENDS ARE RECEIVED ON INVESTMENTS IN STOCKS. 8 GAINS OR (LOSSES) RESULT FROM SALES OF STOCKS THAT ARE MADE TO IMPROVE THE STOCK PORTFOLIO SO THAT STOCK DIVIDEND INCOME WILL CONTINUE TO PROVIDE INCOME FOR THE ORGANIZATION'S EXEMPT PURPOSES. 0 0 0 0 0 0 0 0 0 0 X X 1 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 21071 X 2 CHRISTOPHER M & MELANIE WUCHENICH JOBE 160 WEST HIGHLAND AVENUE REDLANDS CA 92373 20214 X 3 JOHN G WUCHENICH 451 SUMMIT AVE REDLANDS CA 92373 5888 X 4 DAVID WUCHENICH 3 LAUSSAT STREET SAN FRANCISCO CA 94102 20000 X ACCOUNTING FEES 5750 0 0 COMMON STOCKS 2165758 2596022 CASH AND EQUIVALENTS FMV 170202 170202 BANK SERVICE CHARGES 15 0 0 LIFELINE MISSION TRIP 2800 0 0 TRAVEL EXPENSES 17109 0 0 BROKERAGE/INVESTMENT COSTS 21832 0 0 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 CHRISTOPHER M MELANIE WUCHENICH JOB 160 WEST HIGHLAND AVENUE REDLANDS CA 92373 JOHN G WUCHENICH 451 SUMMIT AVENUE REDLANDS CA 92373 VALERIE WUCHENICH NELSON C/O 248 GRANDVIEW DRIVE REDLANDS CA 92373 DAVID WUCHENICH 3 LAUSSAT STREET SAN FRANCISCO CA 94102 FORM RRF-1 100 0 0 FEDERAL INCOME TAX 3069 0 0