2025-02-03T10:55:28-06:00 2024-06-30 330783700 PDM LLP 3460 TORRANCE BLVD STE 200 TORRANCE CA 90503 990PF 2023-07-01 454598238 THE CASE FAMILY FOUNDATION CASE 7149969960 1249 E IMPERIAL HIGHWAY SUITE A PLACENTIA CA 928701795 ROBERT CASE OFFICER 7149969960 2025-01-14 1 1 ERI O TAKATA CPA P00491290 3105404118 2023 2025-03-06 01:10:19Z X 816945 X 102139 59422 59422 59692 540729 59692 221253 119114 2000 0 0 3400 0 3400 5443 5443 0 3273 0 3273 14116 5443 6673 111900 111900 126016 5443 118573 95237 113671 66177 27469 27469 43800 28288 28288 629357 712221 761188 739334 767978 816945 0 0 X 0 0 0 0 739334 767978 739334 767978 739334 767978 739334 95237 0 834571 66593 767978 BANK OF AMERICA CORP 2023-07-05 2023-07-06 86369 20955 65414 65414 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-04-03 2023-07-18 1000 1000 0 0 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-04-03 2023-07-26 30000 30000 0 0 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-07-07 2023-07-26 29000 29000 0 0 CROWDSTRIKE HLDGS INC CL A 2023-07-26 2023-08-04 7566 7597 -31 -31 NEXTERA ENERGY INC 2023-07-26 2023-09-28 12100 15105 -3005 -3005 VERIZON COMMUNICATIONS COM 2018-05-11 2023-10-31 13978 19483 -5505 -5505 DANAHER CORP 2023-07-26 2023-11-21 12900 13891 -991 -991 VERALTO CORPORATION 2023-07-26 2023-11-24 1480 1833 -353 -353 BLACKSTONE GROUP INC 2023-10-19 2023-12-14 18300 14138 4162 4162 COHEN & STEERS REAL ESTATE OPPORTUNITIES 2023-01-05 2023-12-01 13400 13650 -250 -250 ESSEX PROPERTY TRUST INC REIT 2023-01-04 2023-12-29 12487 10675 1812 1812 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-04-03 2023-12-18 4000 4000 0 0 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-07-07 2023-12-18 6000 6000 0 0 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-07-07 2023-12-22 20000 20000 0 0 PUBLIC STORAGE INC REIT 2023-04-14 2023-12-13 13725 14750 -1025 -1025 FORD MOTOR CO 6.5% PFD 2022-08-08 2023-12-13 36675 37500 -825 -825 INVESCO TR II ETF TAXABLE MUN BD 2022-08-04 2023-12-14 53700 56560 -2860 -2860 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-12-14 2024-03-14 25000 25000 0 0 PARTNERRE LTD 4.875% PFD 2024-01-08 2024-03-22 21900 18400 3500 3500 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-12-14 2024-04-16 35000 35000 0 0 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-12-14 2024-05-06 25000 25000 0 0 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-12-14 2024-05-16 25000 25000 0 0 FLAHERTY & CRUMRINE PFD INCOME OPPORTUNITY FUND INC 2022-12-27 2024-06-03 9314 9469 -155 -155 FLAHERTY & CRUMRINE PFD INCOME OPPORTUNITY FUND INC 2022-12-28 2024-06-03 11835 12031 -196 -196 FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS 2023-04-03 2023-08-04 15000 15000 0 0 59692 1580 0 1580 0 1580 0 0 1700 0 1700 96 24 24 0 0 0 0 0 0 0 0 0 0 0 0 1 CA DE 1 0 1 0 0 1 CASEFAMILYFOUNDATION.ORG ROBERT CASE 7149969960 1249 E IMPERIAL HWY STE A PLACENTIA CA 92870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PHILLIP H CASE 1249 E IMPERIAL HWY PLACENTIA CA 92870 PRESIDENT 2.00 500 0 0 ROBERT CASE 1249 E IMPERIAL HWY PLACENTIA CA 92870 OFFICER 2.00 500 0 0 JEFFREY CASE 1249 E IMPERIAL HWY PLACENTIA CA 92870 BOARD MEMBER 1.00 500 0 0 PHILLIP A CASE 1249 E IMPERIAL HWY PLACENTIA CA 92870 BOARD MEMBER 1.00 500 0 0 NONE 0 NONE 0 0 731172 16751 0 747923 0 0 747923 11219 736704 36835 36835 1580 1580 35255 0 35255 0 35255 118573 0 118573 35255 0 0 156266 157679 150023 36483 109776 610227 118573 0 0 0 35255 83318 0 0 693545 0 0 0 0 0 0 156266 537279 157679 150023 36483 109776 83318 X ANAHEIM FIREFIGHTERS ASSOCIATION 1293 N PATT ST ANAHEIM CA 92801 NONE PC ADVOCATE FOR FIREFIGHTERS 600 BOYS & GIRLS CLUB OF STANTON 11050 CEDAR ST STANTON CA 90680 NONE PC ENABLE YOUTH 10000 CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE CA 92866 NONE PC EDUCATION 12000 HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVE NEWPORT BEACH CA 92663 NONE PC HEALTH 50000 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 NONE PC EDUCATION 15000 LEUKEMIA & LYMPHOMA SOCIETY PO BOX 4072 PITTSFIELD MA 01202 NONE PC CANCER RESEARCH 250 ORANGE COUNTY FIREFIGHTERS ASSOCIATION 14252 CULVER DR A144 IRVINE CA 92604 NONE PC ADVOCATE FOR FIREFIGHTERS 385 PATRICK'S PURPOSE FOUNDATION 2041 PORT BRISTOL CIRCLE NEWPORT BEACH CA 92660 NONE PC BRING AWARENESS TO TEEN MENTAL HEALTH 2500 ST JOHN THE BAPTIST CATHOLIC SCHOOL 1021 BAKER STREET COSTA MESA CA 92626 NONE PC EDUCATION 20000 GARDEN OF THE GODS 3320 MESA ROAD COLORADO SPRINGS CO 80904 NONE PC EDUCATION 165 CHAPMAN GOLF TOURNAMENT 12442 TUSTIN RANCH ROAD TUSTIN CA 92782 NONE PC EDUCATION 1000 111900 0 14 59422 18 59692 0 119114 0 119114 0 0 0 0 0 0 0 0 0 0 X X 1 PHILLIP H CASE 1249 E IMPERIAL HWY PLACENTIA CA 92870 102139 X ACCOUNTING 3400 0 3400 WELLS FARGO ADVISOR AT COST 712221 761188 ADJUST DONATED STOCK TO DONOR BASIS 66593 ADVISORY FEES 5443 5443 0 PHILLIP CASE 1249 E IMPERIAL HWY STE A PLACENTIA CA 92870 FORM 990PF 2524 0 2524 REGISTRY OF CHARITABLE TRUSTS 100 0 100 DE FEES 649 0 649