2025-04-18T16:08:49-04:00 2024-12-31 954770856 BARTON CPA 787 N PALM CANYON DR PALM SPRINGS CA 922625507 990PF 2024-01-01 827054823 RALPH FINGERLE EDUCATIONAL AWARD RALP 7608310053 67831 JANE LANE CATHEDRAL CITY CA 92234 RICHARD CLAPP TRUSTEE 7608310053 2025-04-05 true false GREGORY D BARTON CPA P00653434 7609696499 2025-04-05 2024 2025-03-06 01:10:19Z X 593662 X X 4306 4306 4306 19170 17879 19170 14767 386742 6026 38243 28211 23476 72000 5500 12 74 4265 81851 0 0 276500 276500 358351 0 276500 -320108 28211 23476 11458 10949 10949 146886 205303 205303 67896 66686 66686 635815 310724 310724 862055 593662 593662 0 X 862055 593662 862055 593662 862055 593662 862055 -320108 51715 593662 593662 EDWARD JONES - 21254- 1-1 P 838 838 838 EDWARD JONES - 21483-1-4 P 5188 5188 5188 6026 392 392 392 392 false false false false false false false true true true true false false false true N/A RICHARD CLAPP 7608310053 67831 JANE LANE CATHEDRAL CITY CA 92234 false false false false false false false false false false false false false false false false false false false false JAMES MACOMBER 67831 JANE LANE CATHEDRAL CITY CA 92234 TRUSTEE 20.00 30000 0 0 RICHARD CLAPP 67831 JANE LANE CATHEDRAL CITY CA 92234 TRUSTEE 20.00 30000 0 0 CHARLES STEBBINS 67831 JANE LANE CATHEDRAL CITY CA 92234 TRUSTEE 8.00 12000 0 0 NONE NONE THE GOAL OF THE TRUST IS TO PROVIDE MONEY TO PROMISING STUDENTS, TO PURSUE THEIR EDUCATIONAL GOALS AND WILL MAKE A CONTRIBUTION TO THEIR COMMUNITIES AND SOCIETY. 276500 N/A 727859 11204 0 739063 739063 11086 727977 36399 X 276500 276500 276500 276500 276500 2018-04-08 X 23476 24049 27303 46566 121394 19955 20442 23208 39581 103186 276500 310856 478360 372000 1437716 276500 310856 478360 372000 1437716 24266 32751 57017 X PALM SPRINGS HIGH SCHOOL 2404 E BARISTO RD PALM SPRINGS CA 92262 NONE PC PER MISSION STATEMENT 163000 CATHEDRAL CITY HIGH SCHOOL 69250 DINAH SHORE DR CATHEDRAL CITY CA 92234 NONE PC PER MISSION STATEMENT 113500 276500 4306 19170 14767 38243 38243 false false false false false false false false false false 5500 SHORT TERM COVERED-4183 2024-01 PURCHASE 2024-10 10513 10082 431 WASH SALE ADJUSTMENT-4183 2024-01 PURCHASE 2024-10 5 5 LONG TERM COVERED-4183 2023-01 PURCHASE 2024-10 137214 124040 13174 WASH SALE ADJUSTMENT-4183 2023-01 PURCHASE 2024-10 607 607 SHORT TERM COVERED-1254 2024-01 PURCHASE 2024-10 7250 7108 142 LONG TERM COVERED-1254 2023-01 PURCHASE 2024-10 225127 230745 -5618 66686 66686 CORPORATE STOCK 205303 205303 MUTUAL FUNDS FMV 242185 242185 EXCHANGE TRADED FUNDS FMV 18363 18363 PUBILICY TRADED LIMITED PARTNERSHIP FMV 50176 50176 EXPENSES BROKERAGE FEES 4265 UNREALIZED GAINS 51715 FOREIGN TAXES 74