2025-03-09T19:01:41-07:00 2024-12-31 David R Ramos CPA 260 Bolla Ave Alamo CA 94507 990PF 2024-01-01 943267087 URBANEK FAMILY FOUNDATION URBA 9259156020 PO BOX 7812 MENLO PARK CA 94026 LIDA URBANEK CEO 2025-03-09 true true David R Ramos P00125619 9259156020 X 2024 2025-03-06 01:10:19Z X 16834137 X X 538823 538823 538823 291105 2056275 291105 49390 829928 829928 588213 12500 6250 6250 136042 136042 2154 1077 1077 200 200 150896 143369 7527 520000 520000 670896 143369 527527 159032 686559 588213 349766 508749 508748 256000 256000 19982 30439 30439 1743410 882408 882408 8334034 8918875 15156542 10447192 10596471 16834137 0 X 10447192 10596471 10447192 10596471 10447192 10596471 10447192 159032 10606224 9753 10596471 95 PALO ALTO NETWORKS P 2022-11-04 2024-01-19 32016 13364 18652 18652 20 UNITED RENTALS INC P 2022-10-28 2024-01-25 13098 6043 7055 7055 4818 NEW YORK CMNTY BANCO P 2022-10-28 2024-03-01 17610 44711 -27101 -27101 4818 NEW YORK CMNTY BANCO P 2022-10-28 2024-03-04 13978 44711 -30733 -30733 2409 NEW YORK CMNTY BANCO P 2022-10-28 2024-03-05 7348 22356 -15008 -15008 2410 NEW YORK CMNTY BANCO P 2022-10-28 2024-03-07 8921 22365 -13444 -13444 .358 EXXON MOBIL CORP P 2022-10-28 2024-05-06 42 40 2 2 917.743 EXXON MOBIL CORP P 2023-06-26 2024-06-26 104312 80081 24231 24231 1235 3M CO P 2022-10-28 2024-07-29 154878 130432 24446 24446 240 3M CO P 2023-06-26 2024-07-29 30098 20418 9680 9680 1540 SL GREEN REALTY P 2022-10-17 2024-07-30 102304 61921 40383 40383 772 SL GREEN REALTY P 2022-10-17 2024-08-05 46222 31041 15181 15181 773 SL GREEN REALTY P 2022-10-17 2024-08-06 48141 31081 17060 17060 308 SOLVENTUM CORP P 2022-10-28 2024-08-09 18695 23904 -5209 -5209 60 SOLVENTUM CORP P 2023-06-26 2024-08-09 3642 3751 -109 -109 360 CARRIER GLOBAL CORP P 2022-10-28 2024-09-20 28944 13957 14987 14987 400 IBM CORP P 2001-01-01 2024-10-24 92797 49442 43355 43355 495 WILLIAMS COS P 2001-01-01 2024-10-29 25880 16043 9837 9837 65 AMERICAN EXPRESS CO P 2001-01-01 2024-11-18 18709 9657 9052 9052 4692 B & G FOODS P 2001-01-01 2024-11-20 29861 76057 -46196 -46196 5683 B & G FOODS P 2001-01-01 2024-11-21 35768 84239 -48471 -48471 5984 KOHLS CORP P 2001-01-01 2024-11-27 91661 170319 -78658 -78658 565 INTEL CORP P 2001-01-01 2024-12-03 14032 15711 -1679 -1679 3405 KINDER MORGAN P 2001-01-01 2024-12-31 93307 59911 33396 33396 655 ONEOK INC P 2001-01-01 2024-12-31 66153 38357 27796 27796 260 WILLIAMS COS P 2001-01-01 2024-12-31 14148 8427 5721 5721 3100 ETFMG PRIME CYBER P 2001-01-01 2024-01-09 187641 99391 88250 88250 30 CALL KLA P 2024-12-20 2024-12-20 178179 153020 25159 25159 1103.257 EXXON MOBIL CORP P 2022-10-28 2024-06-26 125398 124516 882 882 3295 IRONB MTN INC NEW REIT P 2022-10-28 2024-01-02 226939 164219 62720 62720 .75 SOLVENTUM CORP P 2022-10-28 2024-04-01 49 58 -9 -9 190 UBER TECH P 2022-10-28 2024-01-03 11081 5050 6031 6031 40 UNITED RENTALS INC P 2022-10-28 2024-01-03 22120 12085 10035 10035 2320 SEAGATE TECHNOLOGY P 2022-10-06 2024-01-02 192303 128492 63811 63811 291105 49390 9543 9543 9543 39982 39982 X 30439 30439 false false false false false false false true true CA true false false false false true N/A David R Ramos CPA 9259156020 260 Bolla Ave Alamo CA 94507 false false false false false false false false false false false false false false false false false false false false false false IRENE URBANEK RUIZ PO BOX 7812 MENLO PARK CA 94026 Secretary 1.00 0 LIDA URBANEK PO BOX 7812 MENLO PARK CA 94026 CEO 1.00 0 KAREL URBANEK PO BOX 7812 MENLO PARK CA 94026 CFO 1.00 0 ANDREW URBANEK PO BOX 7812 MENLO PARK CA 94026 Director 1.00 0 MATTHEW URBANEK PO BOX 7812 MENLO PARK CA 94026 Director 1.00 0 NONE NONE 16904439 288879 275982 17469300 0 17469300 262040 17207260 860363 860363 9543 9543 850820 850820 850820 527527 527527 850820 517654 527527 517654 0 9873 840947 LIDA URBANEK X LEAGUE TO SAVE LAKE TAHOE 955 EMERALD BAY ROAD SOUTH LAKE TAHOE CA 96150 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 20000 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94301 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 30000 EASTSIDE COLLEGE PREPARATORY SCHOOL 1041 MYRTLE STREET EAST PALO ALTO CA 94303 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 30000 SAMARITAN HOUSE 1511 S CLAREMONT STREET SAN MATEO CA 94402 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 30000 SAN DIEGO CANYONLANDS 3552 BANCROFT STREET SAN DIEGO CA 92104 NONE 509(A)(1) UNRESTRICTED CHARITABLE DONATION 30000 PREUSS SCHOOL 9500 GILMAN DRIVE LA JOLLA CA 92093 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 25000 LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 50000 CHARLOTTE MAXWELL CLINIC 610 16TH STREET SUITE 426 OAKLAND CA 94612 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 25000 FOOTHILL DEANZA FOUNDATION 12345 S EL MONTE ROAD LOS ALTOS CA 94022 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 50000 JOBTRAIN 1200 OBRIEN DRIVE MENLO PARK CA 94025 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 25000 WOODSIDE HIGH SCHOOL FOUNDATION 199 CHURCHILL AVENUE WOODSIDE CA 94062 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 20000 SMCCC FOUNDATION 3401 CSM DRIVE SAN MATEO CA 94402 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 30000 PENINSULA BRIDGE 457 KINGSLEY AVENUE PALO ALTO CA 94301 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 15000 INNOVATIVE PUBLIC SCHOOLS 1485 BAYSHORE BLVD SUITE 438 SAN FRANCISCO CA 94124 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 10000 ECUMENICAL HUNGER PROGRAM 2411 PULGAS AVENUE EAST PALO ALTO CA 94303 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 30000 BOYS AND GIRLS CLUB OF THE PENINSUL 401 PIERCE ROAD MENLO PARK CA 94025 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 40000 ABLE WORKS 1836 BAY ROAD EAST PALO ALTO CA 94303 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 20000 HEALTHY CITIES TUTORING PO BOX 653 SAN CARLOS CA 94070 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 20000 CHILDREN'S HOSPITAL OF COLORADO FOU PO BOX 5585 DENVER CO 80217 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 15000 ALPHA PROJECT 3737 FIFTH AVENUE 203 SAN DIEGO CA 92103 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 5000 520000 538823 291105 829928 829928 false false false false false false false false false false Tax Prep Fees 12500 6250 0 6250 CISCO SYSTEMS INC. 222171 438080 COCA COLA 98967 174328 SPDR FUND MATERIALS 295183 496426 KLA-TENCOR 471224 2898552 PRIME CYBER SEC ISHARES TR US REGIONAL BANKS 249080 332376 KLA-TENCOR 419905 3213612 JP MORGAN CHASE & CO 95628 239710 PFIZER INC CALL KLA CORP 172112 78375 ABBVIE INC CHEMOURS CO 99542 60688 CLEVELAND-CLIFFS INC 451973 234060 IBM CORP 99503 176963 INTEL CORP QUALCOMM INC 150043 193715 AT&T ALBANY INTL CO 34224 30389 AMERICAN EXPRESS CO 17829 35615 APTIV PLC 39674 27821 ARDAGH METAL PACKAGING 165055 124042 B & G FOODS BRISTOL-MYERS SQUIBB 217466 249995 CARMAX 20775 26981 CARRIER GLOBAL CORP 17253 30376 CISCO SYSTEMS 31870 41736 CLEARWAY ENERGY INC 199768 173351 COMPASS DIVERSIFIED 148622 165253 DEVON ENERGY CORP 199929 170196 DOW INC 176080 149083 EVEREST RE GROUP LTD 20491 23560 FISERV INC 37008 73951 FOOT LOCKER INC FREEPORT-MORGAN INC 36975 44363 FTAI FIN HOLDCO LTD GXO LOGISTICS INC 32251 36409 HERCULES CAPITAL INC 127739 179605 JETBLUE AIRWAYS CORP 22961 23384 KINDER MORGAN INC 126771 193307 KOHLS CORP MARRIOTT INTL 27187 44630 MATERION CORP 29466 32136 MATIV HOLDINGS INC MEDTRONIC PLC 30282 28757 META PLATFORMS 6458 38058 NAVIENT CORP NEW YORK CITY CMNTY BANCO NEXTERA ENERG 5.279% 211630 191506 NORTHROP GRUMMAN CORP 35958 35197 ONEOK INC 112435 192768 PALO ALTO NETWORKS PIONEER NATURAL RES POSTAL REALTY TRUST INC 172080 152137 REGENERON PHARMS INC 28027 32055 ROSS STORES INC RXO INC SEAGATE TECHNOLOGY HLD STAR BULK CARRIERS 126692 105996 SYSCO CORP 34522 30966 TERADYNE INCORPORATE 22186 33998 THERMO FISHER SCNTFC 27910 28613 UBER TECHNOLOGIES INC 20887 37097 UMPQUA HOLDINGS CORP UNITED RENTALS INC 19011 35222 VERIZON COMMUNICATION 220713 222744 WALT DISNEY CO 31863 33962 WESTERN UNION CO 204217 166420 WILLIAMS COS INC 115542 192938 XPO INC 10912 45902 ZIMMER BIOMET HLDGS 15100 15316 3M CO EASTERLY GIVT PPTYS 283946 223735 IRON MTN INC LAMAR ADVERTISING 153285 200871 NNN REIT INC 188770 185663 SABRA HLTH CARRE 147108 191992 SL GREEN REALTY CORP UNUM GROUP CHARLES SCHWAB CORP 28549 39225 COLUMBIA BANKING SYS 164630 151580 DOCUSIGN 26854 57112 FLEX LNG LTD 221981 175835 ORGANON & CO 168751 126820 PFIZER INC 260724 214097 SKYWORKS SOLUTIONS 34222 25274 STANLEY BLACK & DECK 188940 186674 WHIRLPOOL CORP 232207 242125 CROWN CASTLE INC 207161 172898 VENTAS INC 34067 44462 GLOBAL X CYBERSECURITY 199193 221421 CONAGRA BRANDS INC 202644 210623 DOMINION ENERGY INC 135742 154847 KINETIK HLDGS INC 200790 282359 TRIPADVISOR INC 28172 29835 UNITED PARCEL SVC INC 154213 143124 882408 882408 FEDERAL TAX 9543 TIMING DIFFERENCES 210 FILING FEES 200 200 INVESTMENT MANAGEMENT FEES 136042 136042 0 0 OTHER TAX EXPENSE 2154 1077 1077