2025-03-13T12:25:50-04:00 2024-12-31 454570537 MARJTAX INCORPORATED 3542 FRUITVALE- AVE PMB 227 OAKLAND CA 94602 990PF 2024-01-01 872271068 BRAUNER FAMILY FOUNDATION BRAU 6198655254 4846 VISTA ARROYO LA MESA CA 91941 DAVID BRAUNER PRESIDENT 6198655254 2025-03-12 true false MARJORIE WILLIAMS-JONES P00564614 5104826204 2025-03-12 X 2024 2025-03-06 01:10:19Z X 996287 X 1213 X 39 39 24788 24788 45389 304886 45389 71429 70216 5409 4760 650 408 408 5817 5168 650 49677 49677 55494 5168 50327 15935 65048 20766 10305 10305 614465 656288 656288 309248 329694 329694 944479 996287 996287 2724 3600 2724 3600 X 941755 992687 941755 992687 944479 996287 941755 15935 34997 992687 992687 5-SHS-ABBVIE INC COM USD0.01 ABBV 00 P 2020-03-31 2024-03-18 894 377 517 517 45.659-SHS-FIDELITY OVERSEAS FOSFX 3 P 2022-09-21 2024-11-19 2931 2100 831 831 14-SHS-PAYCHEX INC COM USD0.01 PAYX P 2020-03-31 2024-08-16 1755 895 860 860 82.884-SHS-FIDELITY VALUE DISCOVERY P 2023-03-21 2024-03-18 3021 2803 218 218 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8.73-SHS-J P MORGAN EXCHANGE TRADED P 2024-03-18 2024-11-15 530 541 -11 -11 790.372-SHS-WESTERN ASSET CORE BOND P 2024-05-23 2024-09-30 8631 8228 403 403 44.165-SHS-FIDELITY INTL SMALL CAP O P 2020-04-01 2024-11-19 916 684 232 232 850.838-SHS-OAKMARK INTL INVESTOR CL P 2022-09-21 2024-11-19 21671 17655 4016 4016 104.214-SHS-CAUSEWAY EMERGING MRKTS P 2024-04-22 2024-05-23 1202 1110 92 92 7.69-SHS-J P MORGAN EXCHANGE TRADED P 2024-06-12 2024-11-15 467 494 -27 -27 45389 4071 904 904 904 X 18 922 false false false false false false false true true CA true false false false false true N/A PAM BRAUNER 6198655254 4846 VISTA ARROYO LA MESA CA 91941 false false false false true false false false false false false false false false false false false false false false false DAVID BRAUNER 4846 VISTA ARROYO LA MESA CA 91941 PRESIDENT 5.00 0 0 0 PAM BRAUNER 4846 VISTA ARROYO LA MESA CA 91941 SECRETARY/TR 5.00 0 0 0 NONE NONE N/A 970415 12202 0 982617 982617 14739 967878 48394 48394 904 904 47490 47490 47490 50327 50327 47490 41937 50327 41937 8390 39100 DAVID BRAUNER X ACLU OF SOUTHERN CALIFORNIA 1313 W 8TH ST LOS ANGELES CA 90017 NONE 501C3 CHARITABLE DONATION 1012 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 NONE 501C3 CHARITABLE DONATION 500 AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 NONE 501C3 CHARITABLE DONATION 500 ANERA 1111 14TH STREET NW STE WASHINGTON DC 20005 NONE 501C3 CHARITABLE DONATION 500 ANGELS FOSTER FAMILY NETWORK 9295 FARNHAM STREET SUIT SAN DIEGO CA 92123 NONE 501C3 CHARITABLE DONATION 520 BETHANY CHRISTIAN SERVICES 901 EASTERN AVE NE GRAND RAPIDS MI 49501 NONE 501C3 CHARITABLE DONATION 500 BOYS TOWN 14100 CRAWFORD ST BOYS TOWN NE 68010 NONE 501C3 CHARITABLE DONATION 500 CATHOLIC CHARITIES DIOCESE OF SAN D 3888 PADUCAH DR SAN DIEGO CA 92117 NONE 501C3 CHARITABLE DONATION 515 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 NONE 501C3 CHARITABLE DONATION 500 CHARITY NAVIGATOR 299 MARKET ST SADDLE BROOK NJ 07663 NONE 501C3 CHARITABLE DONATION 100 COLINA DE LUZ PO BOX 2969 CHULA VISTA CA 91912 NONE 501C3 CHARITABLE DONATION 500 DOCTORS WITHOUT BORDERSDIRECT 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE 501C3 CHARITABLE DONATION 1500 FAMILY RADIO 4057 RURAL PLAINS CIRCLE FRANKLIN TN 37064 NONE 501C3 CHARITABLE DONATION 515 FEEDING AMERICA 161 NORTH CLARK ST STE CHICAGO IL 60601 NONE 501C3 CHARITABLE DONATION 500 FEEDING SAN DIEGO 9477 WAPLES ST STE 100 SAN DIEGO CA 92121 NONE 501C3 CHARITABLE DONATION 500 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 317093543 NONE 501C3 CHARITABLE DONATION 500 INNOCENCE PROJECT SO CALIF 225 CEDAR ST SAN DIEGO CA 92101 NONE 501C3 CHARITABLE DONATION 500 INNOCENCE PROJECT 40 WORTH ST RM 701 NEW YORK NY 100132994 NONE 501C3 CHARITABLE DONATION 540 INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 20090 NONE 501C3 CHARITABLE DONATION 500 JUST IN TIME FOR FOSTER YOUTH PO BOX 601627 SAN DIEGO CA 92106 NONE 501C3 CHARITABLE DONATION 1135 KCBS 865 BATTERY STREET SAN FRANCISCO CA 94111 NONE 501C3 CHARITABLE DONATION 253 KITCHENS FOR GOOD 2799 HEALTH CENTER DR SAN DIEGO CA 92123 NONE 501C3 CHARITABLE DONATION 535 MAKE A WISH FOUNDATION OF SAN DIEGO 4995 MURPHY CANYON RD SAN DIEGO CA 92123 NONE 501C3 CHARITABLE DONATION 500 MARCH OF DIMES PO BOX 8972 TOPEKA KS 66608 NONE 501C3 CHARITABLE DONATION 1000 MEALS ON WHEELS AMERICA 1550 CRYSTAL DRIVE ARLINGTON VA 22202 NONE 501C3 CHARITABLE DONATION 500 MEALS ON WHEELS GREATER SAN DIEGO 9590 CHESAPEAKE DRIVE SAN DIEGO CA 92123 NONE 501C3 CHARITABLE DONATION 1000 MONARCH SCHOOL 1625 NEWTON AVE SAN DIEGO CA 92113 NONE 501C3 CHARITABLE DONATION 1000 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 NONE 501C3 CHARITABLE DONATION 500 PRESBYTERIAN HUNGER MISSION 100 WITHERSPOON STREET LOUISVILLE KY 40202 NONE 501C3 CHARITABLE DONATION 1000 PRISON FELLOWSHIP 44180 RIVERSIDE PARKWAY LANDSDOWN VA 20176 NONE 501C3 CHARITABLE DONATION 500 RONALD MCDONALD HOUSE 2929 CHILDRENS WAY SAN DIEGO CA 92123 NONE 501C3 CHARITABLE DONATION 525 SALVATION ARMY 825 7TH AVE SAN DIEGO SAN DIEGO CA 92101 NONE 501C3 CHARITABLE DONATION 1541 SAN DIEGO FOOD BANK 950 DISTRIBUTION AVE SAN DIEGO CA 92121 NONE 501C3 CHARITABLE DONATION 2064 SAN DIEGO FOSTER ANGELS 4462 SAPPHIRE LANE OCEANSIDE CA 92056 NONE 501C3 CHARITABLE DONATION 1020 SAN DIEGO MILITARY OUTREACH MINISTR 4426 HARBISON AVE LA MESA CA 91942 NONE 501C3 CHARITABLE DONATION 250 SAN DIEGO RESCUE MISSION 120 ELM ST SAN DIEGO CA 92101 NONE 501C3 CHARITABLE DONATION 2060 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST S FAIRFIELD CT 06825 NONE 501C3 CHARITABLE DONATION 500 SHRINERS HOSPITAL FOR CHILDREN PO BOX 1525 RANSON WV 25438 NONE 501C3 CHARITABLE DONATION 1200 SMILETRAINORG 633 THIRD AVE 9TH FLOOR NEW YORK NY 10017 NONE 501C3 CHARITABLE DONATION 529 ST JUDE 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501C3 CHARITABLE DONATION 500 ST VINCENT DE PAULFATHER JOE'S VI 3350 E ST SAN DIEGO CA 92102 NONE 501C3 CHARITABLE DONATION 1050 STL JOSEPH INDIAN SCHOOL 1301 NORTH MAIN ST CHAMERBLAIN SD 57325 NONE 501C3 CHARITABLE DONATION 500 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 NONE 501C3 CHARITABLE DONATION 1046 UNITED WAY 701 N FAIRFAX STREET ALEXANDRIA VA 22314 NONE 501C3 CHARITABLE DONATION 500 WESTMINSTER PRES 3598 TALBOT ST SAN DIEGO CA 92106 NONE 501C3 CHARITABLE DONATION 14700 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 NONE 501C3 CHARITABLE DONATION 1543 WORLD FOOD PROGRAM GIVING BASKET 1750 H ST NW WASHINGTON DC 20090 NONE 501C3 CHARITABLE DONATION 500 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 NONE 501C3 CHARITABLE DONATION 512 YOUTH ASSISTANCE COALITION 1848 COMMERCIAL ST SAN DIEGO CA 92113 NONE 501C3 CHARITABLE DONATION 512 49677 14 39 14 24788 14 7341 38048 32168 38048 70216 false false false false false false false false false false FIDELITY BOND FUNDS 329694 329694 FIDELITY STOCK FUNDS 309978 309978 FIDELITY EXCHANGE TRADED PRODUCTS 291722 291722 FIDELITY STOCKS 41011 41011 FIDELITY SIMON PROPERTY GROUP 1550 1550 FIDELITY GOVT CASH RESERVES 9261 9261 FIDELITY INVESTMENT YE CREDIT BALANC 2766 2766 UNREALIZED GAINS ON SECURITITIES 34997 FIDELITY BROKERAGE INVESTMENT FE 4109 4110 TAX - ACCOUNTING 1300 650 650 IRS TAX 340 340 FOREIGN INVESTMENT TAX 42 42 CA AG 26 26