2025-03-20T01:35:13-05:00 2024-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990PF 2024-01-01 956040539 SCOTT W ALEXANDER TRUST #1020000016 SCOT 5624370011 PO BOX 891 LONG BEACH CA 90801 FARMERS MERCHANTS TR CO OF LB TRUSTEE 5624370011 2025-03-18 1 1 KEVIN H WIEST CPA P00037191 9498529433 2025-03-18 2024 2025-03-06 01:10:19Z X 155601 X X 4791 4791 12760 21213 12760 17551 17551 1400 700 700 1500 750 750 600 600 0 843 43 0 4343 2093 1450 24927 24927 29270 2093 26377 -11719 15458 11597 8310 8310 46421 40031 91044 58500 56437 55912 320 335 335 116838 105113 155601 0 0 X 94310 94310 0 0 22528 10803 116838 105113 116838 105113 116838 -11719 0 105119 6 105113 DODGE & COX INTERNATIONAL STOCK FUND CL I 2008-02-12 2024-07-22 488 380 108 108 DODGE & COX INTERNATIONAL STOCK FUND CL I 2023-01-09 2024-07-22 3512 3000 512 512 T ROWE PRICE LARGE CAP GROWTH FUND I CLASS 2011-11-16 2024-05-07 4000 894 3106 3106 T ROWE PRICE LARGE CAP GROWTH FUND I CLASS 2011-11-16 2024-05-14 3000 668 2332 2332 TCW METWEST TOTAL RETURN BOND FUND CLASS 2023-12-22 2024-05-14 2000 2063 -63 -63 VANGUARD PRIMECAP CORE FUND IN V 2008-02-12 2024-05-07 4000 1448 2552 2552 CAPITAL GAINS DIVIDENDS P 4213 4213 4213 12760 215 0 215 0 215 0 0 0 0 0 0 215 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A FARMERS & MERCHANTS TR CO 5624370011 P O BOX 891 LONG BEACH CA 90801 X 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FARMERS MERCHANTS TR CO PO BOX 891 LONG BEACH CA 90801 TRUSTEE 1.00 1400 0 0 NONE 0 NONE 0 0 154898 6936 0 161834 0 0 161834 2428 159406 7970 7970 215 215 7755 0 7755 0 7755 26377 0 26377 7755 7770 2022 2021 2330 0 26377 7770 2330 0 7755 8522 0 0 8522 0 0 0 0 0 0 0 8522 8522 X FOURTH CHURCH OF CHRIST SCIENTIST 3629 ATLANTIC AVE LONG BEACH CA 90807 PC RELIGIOUS, CHARITABLE USES AND PURPOSES 24927 24927 0 14 4791 18 12760 0 17551 0 17551 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1500 750 750 SCOTT W. ALEXANDER TRUST #102000001695-6040539P.O. BOX 891LONG BEACH, CA 90801TAX YEAR ENDING DECEMBER 31, 2024SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF (CHECK ONE):X UNDISTRIBUTED INCOME FROM THE TAX YEAR(S) ENDING: TAX YEAR AMOUNT 2022 $1,490 2021 $840 METROPOLITAN WEST TOTAL RETURN BOND FUND CL I #512 17437 16867 PIMCO INCOME FUND - INST #1821 39000 39045 DODGE & COX INTERNATIONAL STOCK FUND CL I 5142 6271 DODGE & COX STOCK FUND CL I 13000 13786 AMERICAN EUROPACIFIC GROWTH FUND CLASS F2 #616 5000 4962 EXXON MOBIL CORP COM 1151 10757 T ROWE PRICE LARGE-CAP GROWTH FUND 5689 28211 VANGUARD PRIMECAP CORE FUND INV #1220 10049 27057 DIVIDEND RECEIVABLE 320 335 335 BASIS ADJUSTMENT 6 INVESTMENT FEES 600 600 0 FEDERAL TAX 800 0 0 FOREIGN TAX 43 43 0