2025-06-11T10:43:10-05:00 2024-12-31 954538174 MILAM KNECHT & WARNER LLP 535 N BRAND BLVD SUITE 600 GLENDALE CA 91203 990PF 2024-01-01 336017847 JAMES L WHITE FOUNDATION JAME 9098994011 74924 COUNTRY CLUB DR UNIT 150 PALM DESERT CA 92260 PAUL M STODDARD TRUSTEE TRUSTEE 9098994011 2025-06-11 1 0 MICHAEL MILAM P00361224 8185509991 2025-06-11 2024 2025-03-06 01:10:19Z X 609589 X 15000 33089 33089 33089 -22033 201635 0 26056 33089 33089 15000 7500 7500 0 15067 7534 7534 0 19 8 8 0 30086 15042 15042 0 75000 75000 105086 15042 15042 75000 -79030 18047 18047 117986 105520 105520 73168 56436 78330 505077 455245 425739 696231 617201 609589 0 0 X 1297026 1297026 0 0 -600795 -679825 696231 617201 696231 617201 696231 -79030 0 617201 0 617201 SHORT-TERM CAPITAL LOSS 2024-12-31 20756 20834 -78 -78 LONG-TERM CAPITAL LOSS 2024-12-31 180879 202834 -21955 -21955 -22033 -78 251 0 251 0 251 438 0 0 0 438 0 187 187 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A CITIZEN'S BUSINESS BANK 9094568127 PO BOX 2549 RANCHO CUCAMONGA CA 91729 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL M STODDARD ASSOCIATES 74924 COUNTRY CLUB DR UNIT 150 PALM DESERT CA 92260 TRUSTEE 5.00 15000 0 0 NONE 0 NONE 0 0 527640 112272 0 639912 0 0 639912 9599 630313 31516 31516 251 251 31265 0 31265 0 31265 75000 0 75000 31265 0 0 19867 7399 18300 18155 22060 85781 75000 0 0 0 31265 43735 0 0 129516 0 0 0 0 0 0 19867 109649 7399 18300 18155 22060 43735 PAUL STODDARD 74924 COUNTRY CLUB DR UNIT 150 PALM DESERT CA 92260 9098994011 THE FOLLOWING SHOULD BE SUBMITTED: 1) COPIES OF ORGANIZATIONAL DOCUMENTS 2) 501(C) STATUS 3) MISSION STATEMENT 4) FINANCIAL STATEMENTS 5) WRITTEN REQUEST MAY 15TH & NOVEMBER 15TH INLAND EMPIRE GEOGRAPHICAL AREA AGINGNEXT INC 141 S SPRING ST CLAREMONT CA 91711 NONE 501C3 GENERAL GIFT 3000 CHAFFEY COMMUNITY OF ARTS 217 S LEMON AVENUE ONTARIO CA 91761 NONE 501C3 GENERAL GIFT 7000 CROSSROADS INC 250 W 1ST ST 254 CLAREMONT CA 91711 NONE 501C3 GENERAL GIFT 2000 FOOTHILL FAMILY SHELTER 1501 W NINTH STREET SUITE D UPLAND CA 91786 NONE 501C3 GENERAL GIFT 3000 HOUSE OF RUTH INC 599 N MAIN ST POMONA CA 91768 NONE 501C3 GENERAL GIFT 2000 INLAND VALLEY HOPE PARTNERS 1753 N PARK AVE POMONA CA 91786 NONE 501C3 GENERAL GIFT 3000 MEGAN'S WINGS INC 1042 N MOUNTAIN AVE UPLAND CA 91786 NONE 501C3 GENERAL GIFT 3000 ONTARIO CHRISTIAN SCHOOL 931 W PHILADELPHIA ST ONTARIO CA 91762 NONE 501C3 GENERAL GIFT 5000 OPARC 9029 VERNON AVE MONTCLAIR CA 91763 NONE 501C3 GENERAL GIFT 7000 SAN ANTONIO REGIONAL HOSPITAL WOMENS BREAST & IMAGING CENTER 901 SAN BERNANDINO RD SUITE 300 UPLAND CA 91786 NONE 501C3 GENERAL GIFT 10000 VNA HOSPICE & PALLIATIVE CARE OF SOUTHERN CALIFORNIA 2151 E CONVENTION CENTER WAY SUITE 100 ONTARIO CA 91764 NONE 501C3 GENERAL GIFT 5000 WEST END AUXILIARY OF CHILDREN'S FUND PO BOX 134 CLAREMONT CA 91711 NONE 501C3 GENERAL GIFT 5000 FRIENDS OF ONTARIO CHAFFEY COMMUNITY SHOW BAND PO BOX 1512 ONTARIO CA 91762 NONE 501C3 GENERAL GIFT 10000 SERVICE CENTER FOR INDEPENDENT LIFE 107 S SPRING ST CLAREMONT CA 91711 NONE 501C3 GENERAL GIFT 2000 SHOES THAT FIT 150 W 1ST ST 170 CLAREMONT CA 91711 NONE 501C3 GENERAL GIFT 5000 LEAVEN PROGRAMS PO BOX 46 FAIRFIELD CA 94533 NONE 501C3 GENERAL GIFT 3000 75000 0 14 33089 14 -22033 0 11056 0 11056 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES WHITE TRUST 74924 COUNTRY CLUB DR UNIT 150 PALM DESERT CA 92260 15000 X TRUST ACCOUNTING 10000 5000 5000 0 TAX PREPARATION FEE 5067 2534 2534 0 CORPORATE COMMON STOCK 56436 78330 BOND FUNDS AT COST 455245 425739 POSTAGE 19 8 8 0