2025-06-23T09:25:25-05:00 2024-12-31 DAVID S MALLITZ CPA 3820 NORTHDALE BLVD STE 100B TAMPA FL 33624 990PF 2024-01-01 810740828 THE SHINEMAKER FOUNDATION SHIN 4153848696 10 E BLITHEDALE AVE MILL VALLEY CA 94941 TIFFANIE DEBARTOLO PRESIDENT 8139088400 2025-06-16 1 1 DAVID S MALLITZ P01456580 8139088400 2025-06-16 X 2024 2025-03-06 01:10:19Z X 6848310 X 0 X 1651 1651 101020 101020 279829 1007560 279829 382500 382500 0 0 0 75323 0 0 56081 0 0 393 0 0 8222 0 0 8204 0 0 428 0 0 54434 48439 0 203085 48439 0 340345 340345 543430 48439 340345 -160930 334061 524794 191648 191648 3286650 3496060 6656662 6843 6843 3811444 3687708 6848310 64294 102605 64294 102605 X 0 0 0 0 3747150 3585103 3747150 3585103 3811444 3687708 3747150 -160930 53 3586273 1170 3585103 1 SH ABBOTT LAB 2024-09-10 2024-09-10 117 108 9 9 2.258 SH ABBOTT LAB 2024-09-10 2024-09-10 263 242 21 21 1.46 SH ABBOTT LAB 2024-07-10 2024-07-10 149 156 -7 -7 2.259 SH ABBOTT LAB 2024-07-10 2024-07-10 231 247 -16 -16 4 SH ABBOTT LAB 2024-07-10 2024-07-10 409 508 -99 -99 0.969 SH ACCENTURE PLC 2024-07-10 2024-07-10 284 307 -23 -23 8.227 SH ACUSHNET HOLDINGS 2024-08-09 2024-08-09 554 497 57 57 59.229 SH ACUSHNET HOLDINGS 2024-08-09 2024-08-09 3987 1393 2594 2594 15 SH ACUSHNET HOLDINGS 2024-08-09 2024-08-09 1010 352 658 658 13.771 SH ACUSHNET HOLDINGS 2024-04-12 2024-04-12 859 324 535 535 15 SH ACUSHNET HOLDINGS 2024-04-12 2024-04-12 936 392 544 544 14 SH AMBARELLA INC 2024-09-10 2024-09-10 714 608 106 106 1000 SH AMGEN INC 2024-11-14 2024-11-14 296894 149737 147157 147157 2.84 SH APPLE INC 2024-11-19 2024-11-19 652 628 24 24 0.484 SH ARISTA NETWORKS 2024-12-04 2024-12-04 51 6 45 45 3.242 SH ARISTA NETWORKS 2024-07-10 2024-07-10 1177 156 1021 1021 6.997 SH ARISTA NETWORKS 2024-04-12 2024-04-12 1906 337 1569 1569 19.092 SH ARISTA NETWORKS 2024-04-12 2024-04-12 5200 1023 4177 4177 37 SH AT&T INC 2024-09-10 2024-09-10 802 773 29 29 17 SH AT&T INC 2024-07-10 2024-07-10 318 389 -71 -71 5 SH AT&T INC 2024-07-10 2024-07-10 94 104 -10 -10 148 SH AT&T INC 2024-04-12 2024-04-12 2426 3387 -961 -961 26 SH BUNGE GLOBAL SA 2024-08-09 2024-08-09 2521 1380 1141 1141 19 SH BUNGE GLOBAL SA 2024-08-09 2024-08-09 1842 887 955 955 13 SH BUNGE GLOBAL SA 2024-04-12 2024-04-12 1354 690 664 664 5 SH BUNGE GLOBAL SA 2024-04-12 2024-04-12 521 267 254 254 7 SH BUNGE GLOBAL SA 2024-04-12 2024-04-12 729 727 2 2 1.993 SH CHARTER 2024-09-10 2024-09-10 644 653 -9 -9 13.349 SH COGNIZANT TECH 2024-08-09 2024-08-09 992 898 94 94 85.547 SH COGNIZANT TECH 2024-08-09 2024-08-09 6356 5319 1037 1037 900 SH COMCAST CORP 2024-11-14 2024-11-14 38942 24780 14162 14162 13.451 SH CROWDSTRIKE HLDGS 2024-08-09 2024-08-09 3264 4182 -918 -918 1.519 SH CROWDSTRIKE HLDGS 2024-07-10 2024-07-10 566 472 94 94 1.533 SH CYBERARK SOFTWARE 2024-11-19 2024-11-19 474 415 59 59 0.565 SH DEERE & CO 2024-11-19 2024-11-19 226 198 28 28 1.765 SH DEERE & CO 2024-04-12 2024-04-12 706 722 -16 -16 0.635 SH DEERE & CO 2024-04-12 2024-04-12 254 267 -13 -13 10.727 SH DEERE & CO 2024-04-12 2024-04-12 4292 1737 2555 2555 3 SH DEERE & CO 2024-04-12 2024-04-12 1200 499 701 701 2.38 SH DIGITAL REALTY TRUST 2024-09-10 2024-09-10 369 357 12 12 0.861 SH ELI LILLY & CO 2024-08-09 2024-08-09 772 395 377 377 1.333 SH ELI LILLY & CO 2024-07-10 2024-07-10 1254 611 643 643 2.875 SH ELI LILLY & CO 2024-04-12 2024-04-12 2168 1319 849 849 1100 SH EMERSON ELECTRIC 2024-04-17 2024-04-17 120792 91032 29760 29760 18.819 SH EQUIFAX INC 2024-08-09 2024-08-09 5254 4632 622 622 1.959 SH EQUIFAX INC 2024-08-09 2024-08-09 547 469 78 78 2.804 SH EQUINIX INC 2024-08-09 2024-08-09 2287 2159 128 128 0.218 SH EQUINIX INC 2024-08-09 2024-08-09 178 163 15 15 1.268 SH EQUINIX INC 2024-07-10 2024-07-10 976 976 0 0 1.928 SH EQUINIX INC 2024-04-12 2024-04-12 1472 1485 -13 -13 0.545 SH EQUINIX INC 2024-04-12 2024-04-12 416 434 -18 -18 14.123 SH FORTINET INC 2024-09-10 2024-09-10 1067 840 227 227 8.096 SH FORTINET INC 2024-09-10 2024-09-10 612 561 51 51 69.652 SH FORTINET INC 2024-09-10 2024-09-10 5264 1056 4208 4208 49 SH FORTINET INC 2024-04-12 2024-04-12 3274 817 2457 2457 10.348 SH FORTINET INC 2024-04-12 2024-04-12 691 157 534 534 21.232 SH GARMIN LTD 2024-11-19 2024-11-19 4415 2216 2199 2199 11 SH GARMIN LTD 2024-11-19 2024-11-19 2287 978 1309 1309 29.768 SH GARMIN LTD 2024-04-12 2024-04-12 4262 3107 1155 1155 5 SH GARMIN LTD 2024-04-12 2024-04-12 716 635 81 81 4 SH GARMIN LTD 2024-04-12 2024-04-12 573 444 129 129 4.473 SH GILEAD SCIENCE 2024-08-09 2024-08-09 327 306 21 21 8 SH GILEAD SCIENCE 2024-08-09 2024-08-09 584 594 -10 -10 20 SH GILEAD SCIENCE 2024-08-09 2024-08-09 1460 1384 76 76 17 SH GILEAD SCIENCE 2024-08-09 2024-08-09 1241 1027 214 214 1 SH GILEAD SCIENCE 2024-08-09 2024-08-09 73 70 3 3 7 SH GILEAD SCIENCE 2024-08-09 2024-08-09 511 479 32 32 10 SH GILEAD SCIENCE 2024-08-09 2024-08-09 730 574 156 156 1.465 SH GILEAD SCIENCE 2024-08-09 2024-08-09 107 114 -7 -7 3.825 SH GILEAD SCIENCE 2024-08-09 2024-08-09 279 295 -16 -16 7.545 SH GILEAD SCIENCE 2024-04-12 2024-04-12 514 586 -72 -72 3.908 SH HUB GROUP INC CL A 2024-04-12 2024-04-12 159 156 3 3 27.046 SH HUB GROUP INC CL A 2024-04-12 2024-04-12 1102 783 319 319 0.954 SH HUB GROUP INC CL A 2024-01-29 2024-01-29 43 28 15 15 0.561 SH INTUITIVE SURGICAL 2024-08-09 2024-08-09 259 184 75 75 1.075 SH INTUITIVE SURGICAL 2024-07-10 2024-07-10 477 353 124 124 0.947 SH INTUITIVE SURGICAL 2024-04-12 2024-04-12 365 311 54 54 2235 SH ISHARES N AMERICAN 2024-05-31 2024-05-31 170750 126658 44092 44092 265 SH ISHARES N AMERICAN 2024-05-30 2024-05-30 20696 15018 5678 5678 4.7 SH KEYSIGHT TECHNOLOGIES 2024-04-12 2024-04-12 733 798 -65 -65 2.99 SH KKR & CO INC CL A 2024-08-09 2024-08-09 337 294 43 43 1.99 SH MARTIN MARIETTA 2024-08-09 2024-08-09 1061 1083 -22 -22 10.23 SH MARTIN MARIETTA 2024-08-09 2024-08-09 5457 4513 944 944 2.477 SH MARTIN MARIETTA 2024-04-12 2024-04-12 1498 1093 405 405 0.728 SH MASTERCARD 2024-09-10 2024-09-10 354 268 86 86 2.161 SH MASTERCARD 2024-04-12 2024-04-12 1003 797 206 206 7.287 SH MEDTRONIC PLC 2024-08-09 2024-08-09 596 559 37 37 26 SH MEDTRONIC PLC 2024-08-09 2024-08-09 2126 2376 -250 -250 2 SH MEDTRONIC PLC 2024-08-09 2024-08-09 164 178 -14 -14 7 SH MEDTRONIC PLC 2024-08-09 2024-08-09 572 682 -110 -110 6 SH MEDTRONIC PLC 2024-08-09 2024-08-09 491 615 -124 -124 1 SH MEDTRONIC PLC 2024-08-09 2024-08-09 82 103 -21 -21 2.55 SH MEDTRONIC PLC 2024-08-09 2024-08-09 208 275 -67 -67 6 SH MEDTRONIC PLC 2024-08-09 2024-08-09 491 517 -26 -26 7 SH MEDTRONIC PLC 2024-08-09 2024-08-09 572 565 7 7 10.45 SH MEDTRONIC PLC 2024-04-12 2024-04-12 844 1126 -282 -282 17.781 SH METLIFE INC 2024-07-10 2024-07-10 1263 955 308 308 10.912 SH METLIFE INC 2024-04-12 2024-04-12 764 480 284 284 31 SH METLIFE INC 2024-04-12 2024-04-12 2170 2273 -103 -103 37.091 SH MICRON TECH 2024-08-09 2024-08-09 3457 5032 -1575 -1575 4.496 SH MICROSOFT CORP 2024-07-10 2024-07-10 2089 1906 183 183 4.517 SH NIKE INC B 2024-04-12 2024-04-12 419 497 -78 -78 12 SH NVIDIA CORPORATION 2024-11-19 2024-11-19 1724 1255 469 469 2 SH NVIDIA CORPORATION 2024-11-19 2024-11-19 287 214 73 73 37.359 SH NVIDIA CORP 2024-07-10 2024-07-10 5035 3336 1699 1699 0.231 SH NVIDIA CORP 2024-06-10 2024-06-10 28 21 7 7 3.824 SH PALO ALTO NETWORKS 2024-09-10 2024-09-10 1317 1255 62 62 14.983 SH PALO ALTO NETWORKS 2024-09-10 2024-09-10 5159 1000 4159 4159 1.518 SH PALO ALTO NETWORKS 2024-07-10 2024-07-10 507 101 406 406 1.274 SH PALO ALTO NETWORKS 2024-04-12 2024-04-12 357 314 43 43 4.211 SH PALO ALTO NETWORKS 2024-04-12 2024-04-12 1181 317 864 864 1.499 SH PALO ALTO NETWORKS 2024-04-12 2024-04-12 421 100 321 321 6 SH PALO ALTO NETWORKS 2024-04-12 2024-04-12 1683 448 1235 1235 13.913 SH PAYPAL HLDGS 2024-08-09 2024-08-09 902 816 86 86 38 SH PAYPAL HLDGS 2024-08-09 2024-08-09 2464 3602 -1138 -1138 12 SH PAYPAL HLDGS 2024-08-09 2024-08-09 778 1233 -455 -455 21.092 SH PAYPAL HLDGS 2024-08-09 2024-08-09 1368 2241 -873 -873 11.007 SH PAYPAL HLDGS 2024-04-12 2024-04-12 716 1170 -454 -454 0.431 SH PRUDENTIAL FIN 2024-11-19 2024-11-19 54 43 11 11 10.684 SH PRUDENTIAL FIN 2024-04-12 2024-04-12 1175 1054 121 121 2.664 SH QUALCOMM INC 2024-08-09 2024-08-09 439 555 -116 -116 4.14 SH QUALCOMM INC 2024-08-09 2024-08-09 682 596 86 86 25 SH QUALCOMM INC 2024-08-09 2024-08-09 4118 3197 921 921 16 SH QUALCOMM INC 2024-08-09 2024-08-09 2636 2001 635 635 28.86 SH QUALCOMM INC 2024-04-12 2024-04-12 4952 4154 798 798 19 SH QUALCOMM INC 2024-04-12 2024-04-12 3260 3272 -12 -12 5 SH QUALCOMM INC 2024-04-12 2024-04-12 858 720 138 138 2000 SH SCHLUMBERGER LTD 2024-01-31 2024-01-31 97422 93549 3873 3873 3.828 SH SPDR BLOOMBERG 2024-11-19 2024-11-19 351 351 0 0 1.099 SH STRYKER CORP 2024-11-19 2024-11-19 430 369 61 61 1.758 SH STRYKER CORP 2024-04-12 2024-04-12 600 356 244 244 1.435 SH STRYKER CORP 2024-04-12 2024-04-12 489 272 217 217 2 SH STRYKER CORP 2024-04-12 2024-04-12 682 415 267 267 2.125 SH TESLA INC 2024-09-10 2024-09-10 473 557 -84 -84 3.604 SH TESLA INC 2024-07-10 2024-07-10 952 1027 -75 -75 13.44 SH TESLA INC 2024-07-10 2024-07-10 3552 3524 28 28 12 SH THE MOSAIC COMPANY 2024-07-10 2024-07-10 320 289 31 31 11 SH THE MOSAIC COMPANY 2024-07-10 2024-07-10 293 237 56 56 76 SH THE MOSAIC COMPANY 2024-07-10 2024-07-10 2025 900 1125 1125 3 SH THE MOSAIC COMPANY 2024-07-10 2024-07-10 80 56 24 24 26 SH THE MOSAIC COMPANY 2024-07-10 2024-07-10 693 1236 -543 -543 20 SH THE MOSAIC COMPANY 2024-07-10 2024-07-10 533 686 -153 -153 15 SH THE MOSAIC COMPANY 2024-04-12 2024-04-12 468 713 -245 -245 12.115 SH TRANSUNION 2024-08-09 2024-08-09 1024 772 252 252 50 SH TRANSUNION 2024-08-09 2024-08-09 4227 3117 1110 1110 25.885 SH TRANSUNION 2024-04-12 2024-04-12 1918 1650 268 268 7 SH TRANSUNION 2024-04-12 2024-04-12 519 476 43 43 23 SH TRANSUNION 2024-04-12 2024-04-12 1704 1639 65 65 14 SH TRANSUNION 2024-04-12 2024-04-12 1037 1054 -17 -17 0.774 SH UNITEDHEALTH GP 2024-09-10 2024-09-10 466 197 269 269 1.855 SH UNITEDHEALTH GP 2024-08-09 2024-08-09 1040 471 569 569 0.608 SH UNITEDHEALTH GP 2024-08-09 2024-08-09 341 327 14 14 2.451 SH UNITEDHEALTH GP 2024-08-09 2024-08-09 1374 1177 197 197 0.667 SH UNITEDHEALTH GP 2024-08-09 2024-08-09 374 321 53 53 0.858 SH UNITEDHEALTH GP 2024-07-10 2024-07-10 427 461 -34 -34 0.534 SH UNITEDHEALTH GP 2024-04-12 2024-04-12 235 287 -52 -52 6009.617 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 43990 50781 -6791 -6791 35.296 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 258 314 -56 -56 26.981 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 198 300 -102 -102 23.982 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 176 285 -109 -109 66.624 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 488 653 -165 -165 170.96 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 1251 1675 -424 -424 9.163 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 67 106 -39 -39 107.582 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 788 1245 -457 -457 13.107 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 96 152 -56 -56 41.592 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 304 538 -234 -234 72.243 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 529 719 -190 -190 1042.501 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 7631 10373 -2742 -2742 413.964 SH VIRTUS SGA EMG 2024-11-15 2024-11-15 3030 4119 -1089 -1089 1.377 SH VISA INC 2024-09-10 2024-09-10 392 360 32 32 2.528 SH VISA INC 2024-04-12 2024-04-12 697 547 150 150 52.921 SH VOYA FINL INC 2024-08-09 2024-08-09 3466 2584 882 882 12 SH VOYA FINL INC 2024-08-09 2024-08-09 786 498 288 288 3 SH VOYA FINL INC 2024-08-09 2024-08-09 196 139 57 57 7.079 SH VOYA FINL INC 2024-04-12 2024-04-12 484 346 138 138 22 SH VOYA FINL INC 2024-04-12 2024-04-12 1503 1179 324 324 2.866 SH VOYA FINL INC 2024-04-12 2024-04-12 196 175 21 21 31.53 SH WABTEC CORP 2024-08-09 2024-08-09 4873 4627 246 246 CAPITAL GAINS DIVIDENDS P 21 21 21 279829 4643 0 4643 0 4643 0 0 0 0 0 X 118 4761 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.SHINEMAKER.ORG RICHARD SOLOMINE 4155694130 10 E BLITHEDALE AVE MILL VALLEY CA 94941 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIFFANIE L DEBARTOLO 10 E BLITHEDALE AVE MILL VALLEY CA 94941 DIRECTOR/PRESIDENT 0.00 0 0 0 SCOTT D SCHUMAKER 10 E BLITHEDALE AVE MILL VALLEY CA 94941 DIRECTOR/VP/CFO/SECRETARY 0.00 0 0 0 KIRA SIEBERT 10 E BLITHEDALE AVE MILL VALLEY CA 94941 DIRECTOR 0.00 0 0 0 DAVID S MALLITZ 3820 NORTHDALE BLVD STE 100B TAMPA FL 33624 ASSISTANT SECRETARY 0.00 0 0 0 RICHARD SOLIMINE 10 E BLITHEDALE AVE MILL VALLEY CA 94941 EXECUTIVE DIRECTOR 40.00 0 0 0 NONE 0 NONE 0 0 6391067 401836 0 6792903 0 0 6792903 101894 6691009 334550 334550 4643 4643 329907 0 329907 0 329907 340345 0 340345 329907 0 0 137896 86547 27539 41918 116720 410620 340345 0 0 0 329907 10438 0 0 421058 0 0 0 0 0 0 137896 283162 86547 27539 41918 116720 10438 TIFFANIE L DEBARTOLO RICHARD SOLIMINE 10 E BLITHEDALE AVE MILL VALLEY CA 94941 4153848696 RACE@SHINEMAKER.ORG NO SPECIFIC FORM IS REQUIRED AT THIS TIME NO SPECIFIC DEADLINES AT THIS TIME NONE AT THIS TIME BACK TO EARTH NATURE CONNECTION INC 1925 VINE STREET BERKELEY CA 94709 NONE GENERAL DONATION TO PUBLIC CHARITY 20000 BELIEVE RANCH AND RESCUE 5176 BASELINE AVE SANT YNEZ CA 93460 NONE GENERAL DONATION TO PUBLIC CHARITY 15000 COMMUNITY FOUNDATION OF JACKSON HOLE PO BOX 574 JACKSON WY 83001 NONE GENERAL DONATION TO PUBLIC CHARITY 20000 EB RESEARCH PARTNERSHIP 132 E 43RD ST SUITE 432 NEW YORK NY 10017 NONE GENERAL DONATION TO PUBLIC CHARITY 30000 EMPOWERMENT WORKS INC 1187 COAST VILLAGE RD SANTA BARBARA CA 93108 NONE GENERAL DONATION TO PUBLIC CHARITY -10000 EVERY MOTHER COUNTS 180 VARICK STREET 1116 NEW YORK NY 10014 NONE GENERAL DONATION TO PUBLIC CHARITY 75000 GLOBAL FOREST GENERATION PO BOX 407 THE PLAINS VA 20198 NONE GENERAL DONATION TO PUBLIC CHARITY 20000 NORTHERN LIGHT SCHOOL 3710 DORIDA AVENUE OAKLAND CA 94605 NONE GENERAL DONATION TO PUBLIC CHARITY 20000 ROAD RECOVERY FOUNDATION PO BOX 1680 RADIO CITY STATION NEW YORK NY 101011680 NONE GENERAL DONATION TO PUBLIC CHARITY 32685 THE ETHERIDGE FOUNDATION 15821 VENTURA BLVD STE 370 ENCINO CA 91436 NONE GENERAL DONATION TO PUBLIC CHARITY 50000 THE FOUNDATION FOR TOMORROW PO BOX 470836 CHARLOTTE NC 28247 NONE GENERAL DONATION TO PUBLIC CHARITY 6750 VALENTINO ACHAK DENG FOUNDATION 849 VALENCIA STREET SAN FRANCISCO CA 94110 NONE GENERAL DONATION TO PUBLIC CHARITY 30000 WILD TOMORROW FUND 413 W 48TH ST NEW YORK NY 10036 NONE GENERAL DONATION TO PUBLIC CHARITY 30910 340345 0 14 1651 14 101020 18 279829 0 382500 0 382500 0 0 0 0 0 0 0 0 0 0 MARKETABLE SECURITIES 3496060 6656662 PROFESSIONAL FEES - LEGAL 393 0 0 NONDEDUCTIBLE PENALTY 248 BROKERAGE ACTIVITY TIMING 922 TELEPHONE 3203 0 0 FILING FEES 200 0 0 BROKERAGE FEES 48439 48439 0 OFFICE SUPPLIES 1938 0 0 POSTAGE 128 0 0 MEALS 510 0 0 MERCHANT SERVICE FEES 16 0 0 NON-DIVIDEND DISTRIBUTIONS 53 PAYROLL TAXES 5889 0 0 FOREIGN TAX PAID 169 0 0 FEDERAL INCOME TAX 2164 0 0