2025-07-24T13:49:41-05:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990PF 2024-01-01 954394293 PETER & MASHA PLOTKIN FOUNDATION PETE 3109783082 2121 AVENUE OF THE STARS 2200 LOS ANGELES CA 90067 SHELBY SCHULTE TREASURER 3109783082 2025-07-22 1 1 KATY BROWN P00650274 9257902600 2025-07-22 2024 2025-03-06 01:10:19Z X 3420737 X X 17 17 17 134912 124857 124857 32282 1499233 78096 8290 931 931 931 168142 203901 134095 184080 0 0 184080 1500 0 0 1500 35168 8792 8792 24660 26709 11709 11709 15000 2550 1 1 50 12493 0 12493 74782 0 0 33920 1755 0 0 1755 33790 2066 2066 31724 372827 22568 35061 292689 148000 148000 520827 22568 35061 440689 -352685 181333 99034 5195 38062 21827 21827 1089 2698 2698 758259 139328 139328 916111 925228 925228 146362 561486 561486 1403298 1453349 1453349 611069 294248 329314 316821 316821 3597690 3420737 3420737 5697 14775 5697 14775 X 14780 14780 0 0 3577213 3391182 3591993 3405962 3597690 3420737 3591993 -352685 166654 3405962 0 3405962 PUBLICLY TRADED SECURITIES P 1490554 1421137 69417 69417 CAPITAL GAIN DISTRIBUTIONS P 389 389 389 CAPITAL GAIN DISTRIBUTIONS P 8290 8290 8290 78096 8290 2521 0 2521 0 2521 1260 0 3500 0 4760 X 0 2239 2239 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.THEPLOTKINFOUNDATION.ORG MACIAS GINI & O'CONNELL LLP 3109783082 2121 AVENUE OF THE STARS 2200 LOS ANGELES CA 90067 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREW PLOTKIN 2121 AVENUE OF THE STARS SUITE 2200 LOS ANGELES CA 90067 PRESIDENT 30.00 99840 0 0 GREG MALONEY 2121 AVENUE OF THE STARS SUITE 2200 LOS ANGELES CA 90067 VICE PRESIDENT 10.00 21840 0 0 SHELBY SCHULTE 2121 AVENUE OF THE STARS SUITE 2200 LOS ANGELES CA 90067 TREASURER 20.00 62400 0 0 LARRY PLOTKIN 2121 AVENUE OF THE STARS SUITE 2200 LOS ANGELES CA 90067 SECRETARY 1.00 0 0 0 KEVIN BREWERTON 2121 AVENUE OF THE STARS SUITE 2200 LOS ANGELES CA 90067 DIRECTOR 1.00 0 0 0 THOMAS FLINTOFT 2121 AVENUE OF THE STARS SUITE 2200 LOS ANGELES CA 90067 DIRECTOR 1.00 0 0 0 JEFF MILLER 2121 AVENUE OF THE STARS SUITE 2200 LOS ANGELES CA 90067 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 ART MUSEUM AND MEETING PLACE FOR OTHER NON-PROFIT ORGANIZATIONS. PROMOTION OF ARTS EDUCATION. 292689 0 3130375 63201 0 3193576 0 0 3193576 47904 3145672 157284 X 440689 0 440689 1993-05-15 X 99034 71667 77519 49919 298139 84179 60917 65891 42431 253418 440689 448182 384448 373266 1646585 148000 148000 136500 150000 582500 292689 300182 247948 223266 1064085 0 0 104856 110256 122191 134657 471960 0 0 0 0 X INNER-CITY ARTS 720 KOHLER STREET LOS ANGELES CA 90021 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 31000 KIDSINGERS 3947 E LA PALMA AVE ANAHEIM CA 92807 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 10000 HUMA HOUSE INC 610 SANTA MONICA BLVD STE 216 SANTA MONICA CA 90401 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 12000 CHILDREN CAN ACHIEVE 7899 LA TIJERA BLVD LOS ANGELES CA 90045 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 15000 LOS ANGELES LEADERSHIP FOUNDATION 2670 GRIFFIN AVENUE LOS ANGELES CA 90031 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 10000 ENCORE THEATRE GROUP 700 W 9TH STREET 1818 LOS ANGELES CA 90015 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 2500 EXCEPTIONAL CHILDREN'S FOUNDATION 5350 MACHADO ROAD CULVER CITY CA 90230 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 2500 APA MUSIC THEATER GUILD FUND 1905 MAIN ST HUNTINGTON BEACH CA 92648 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 10000 IRVINE HIGH SCHOOL 4321 WALNUT AVE IRVINE CA 92604 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 10000 IRVINE VALLEY COLLEGE FOUNDATION 5500 IRVINE CENTER DRIVE IRVINE CA 92618 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 10000 LAGUNA COLLEGE OF ART AND DESIGN 2222 LAGUNA CANYON ROAD LAGUNA BEACH CA 92651 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 10000 LAGUNA HILLS HIGH SCHOOL ART PROGRAM 25401 PASEO DE VALENCIA LAGUNA HILLS CA 92653 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 10000 TRABUCO HILLS HIGH SCHOOL 27501 MUSTANG RUN MISSION VIEJO CA 92691 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 10000 VISTAMAR SCHOOL 737 HAWAII STREET EL SEGUNDO CA 90245 N/A PC TO BENEFIT YOUTH ARTS PROGRAMS 5000 148000 0 14 17 14 134912 18 32282 OTHER INCOME 18 931 0 168142 0 168142 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 35168 8792 8792 24660 LAND 1992-12-31 190000 L 0 0 0 BUILDING 1992-12-31 301423 242380 SL 39.000000000000 7729 0 7729 FURNITURE AND FIXTURES 1993-12-31 2000 2000 SL 7.000000000000 0 0 0 MACHINERY AND EQUIPMENT 1994-07-01 8873 8873 SL 7.000000000000 0 0 0 IMPROVEMENTS 2014-12-31 16968 15884 SL 7.000000000000 1084 0 1084 COMPUTER 2020-01-24 555 555 SL 5.000000000000 0 0 0 IMPROVEMENTS 2020-12-04 91250 12063 SL 39.000000000000 3680 0 3680 CION ARES DIVERSIFIED CREDIT 64729 64729 COUNTERPOINT TACTICAL INCOME 165794 165794 LORD ABBETT SHORT DURATION INCOME 165808 165808 LORD ABBETT ULTRA SHORT BOND 82582 82582 PIONEER MULTI-ASSET ULTRASHORT INCOME 82573 82573 MEDTRONIC PLC SHS (MDT) 15974 15974 ABBVIE INC 46024 46024 AIR PROD & CHEM INC (APD) 12762 12762 ALPHABET INC CAP STK CL A 14198 14198 AMAZON COM INC 12505 12505 BEST BUY CO (BBY) 12870 12870 BROADCOM INC 104328 104328 CMS ENERGY CORP 11664 11664 CHEVRON CORP (CVX) 21726 21726 COCA-COLA CO 46695 46695 COSTCO WHOLESALE CORP 91627 91627 DOMINION ENERGY INC 11849 11849 EOG RESOURCES INC (EOG) 10542 10542 EXXON MOBIL CORP 55291 55291 JOHNSON & JOHNSON (JNJ) 14462 14462 JPMORGAN CHASE & CO 77906 77906 MCDONALDS CORP (MCD) 44353 44353 MICROSOFT CORP 13067 13067 MORGAN STANLEY (MS) 14584 14584 NEXTERA ENERGY INC (NEE) 12546 12546 NVIDIA CORPORATION 26858 26858 PEPSICO INC 38015 38015 PFIZER INC (PFE) 19898 19898 PHILIP MORRIS INTERNATIONAL 13479 13479 PUBLIC SVC ENTERPRISE GRP 14025 14025 SHELL PLC SPON ADS EA REP 2 ORD SHS 46988 46988 VERIZON COMMUNICATIONS INC 80539 80539 VISA INC 40453 40453 139328 139328 0 0 APOLLO DIVERSIFIED RE FD CL I FMV 35395 35395 AVANTIS CORE FIXED INCOME FMV 162280 162280 BLACKSTONE REAL ESTATE INCOME FMV 113646 113646 CAPITAL GRP FIXED INCM ETF TR CORE FMV 167429 167429 CLIFFWATER ENHANCED LENDING FUND INSTL (CELFX) FMV 65093 65093 FIMM TREASURY PORTFOLIO FMV 277122 277122 FIRST TR VALUE LINE DIVID INDE FMV 84007 84007 FIRST TRUST ALTER OPPORTUNITIES FMV 50318 50318 ISHARES CORE HIGH DIVIDEND ETF FMV 67356 67356 ISHARES SELECT DIVIDEND ETF FMV 131290 131290 ISHARES ULTRA SHORT-TERM BOND FMV 126075 126075 VANECK ETF TRUST MRNGSTR WDE MOAT FMV 46363 46363 VANGUARD INDEX FDS VANGUARD VALUE FMV 126975 126975 LAND 190000 0 190000 BUILDING 301423 250109 51314 FURNITURE AND FIXTURES 2000 2000 0 MACHINERY AND EQUIPMENT 8873 8873 0 IMPROVEMENTS 16968 16968 0 COMPUTER 555 555 0 IMPROVEMENTS 91250 15743 75507 LEGAL FEES 1500 0 0 1500 ADVERTISING/WEBSITE 11400 0 0 11400 BANK CHARGES 2066 2066 2066 0 EVENT EXPENSES 9732 0 0 9732 INSURANCE 10592 0 0 10592 OTHER INCOME 931 931 931 NET UNREALIZED GAIN ON INVESTMENTS 166654 PROGRAM ASSISTANTS 0 0 0 0 EVENT DIRECTOR 15000 0 0 15000 INVESTMENT MANAGEMENT FEES 11709 11709 11709 0 SECTION 4940 EXCISE TAX 2500 0 0 0 FOREIGN TAX PAID 0 1 1 0 CA RRF-1 FEE 50 0 0 50