2025-09-10T16:37:29-04:00 2024-12-31 472525015 HEDRICK STODGHILL LLP 5935 GRANITE LAKE DR 120 GRANITE BAY CA 95746 990PF 2024-01-01 943172761 PFUND FAMILY FOUNDATION C/O JAMES D COYLE III PFUN 9164022201 420 LARCH LANE SACRAMENTO CA 95864 JAMES D COYLE III TRUSTEE 9164022201 2025-08-19 true KYLE NICKEL CPA P02011010 9169852975 2025-09-10 2024 2025-03-06 01:10:19Z X 3194717 X X 37570 37570 37570 74479 74479 74479 225135 1400755 225135 11597 337184 337184 123646 34348 17174 17174 1293 647 646 1545 772 773 616 308 308 75 38 37 37877 18939 18938 137500 137500 175377 18939 156438 161807 318245 123646 1017670 1001034 1001035 1268292 1446735 2193682 2285962 2447769 3194717 0 X 2285962 2447769 2285962 2447769 2285962 2447769 2285962 161807 2447769 2447769 CALIF WATER SVC GP DEL P 2011-04-18 2024-12-16 28896 11560 17336 17336 CAPITAL ONE BK US P 2022-07-07 2024-07-15 90000 90000 GOLDMAN SACHS P 2022-03-24 2024-04-08 120000 120000 GOLDMAN SACHS P 2022-05-02 2024-05-13 80000 80000 MORGANSTANLEY P 2022-07-07 2024-01-16 95000 95000 MORGANSTANLEY P 2023-04-03 2024-10-07 130000 130000 SALLIE MAE BK CD P 2021-07-12 2024-07-15 150000 150000 CALIF WATER SVC GP DEL P 2000-03-17 2024-12-16 19264 4973 14291 14291 ST COVERED SUMMARY P 226132 214535 11597 11597 LT COVERED SUMMARY P 247617 158378 89239 89239 LT NON-COVERED SUMMARY P 213794 121174 92620 92620 225135 11597 4424 4424 4424 2180 2180 2244 false false false false false false false true true CA true false false false false true N/A JAMES D COYLE III 9164022201 420 LARCH LN SACRAMENTO CA 95864 false false false false false false false false false false false false false false false false false false false false false false DAWN CORNELIUS 1721 2ND STREET STE 201 SACRAMENTO CA 95811 TRUSTEE 1.00 7300 0 0 GEORGE L COOK JR 1719 38TH STREET SACRAMENTO CA 95816 TRUSTEE 1.00 7300 0 0 JAMES D COYLE III 420 LARCH LN SACRAMENTO CA 95864 TRUSTEE 2.00 11048 0 0 WILLIAM SCHAW 1385 THIRD AVENUE SACRAMENTO CA 95818 TRUSTEE 1.00 8700 0 0 NONE NONE N/A 2229595 1044142 0 3273737 3273737 49106 3224631 161232 161232 4424 4424 156808 156808 156808 156438 156438 156808 124154 156438 124154 32284 124524 X BOYS AND GIRLS CLUB - EL DORADO 2840 MALLARD LN PLACERVILLE CA 95667 NONE N/A GENERAL SUPPORT 5000 BOYS AND GIRLS CLUB - SACRAMENTO 5215 LEMON HILL AVE SACRAMENTO CA 95824 NONE N/A GENERAL SUPPORT 5000 CASA - EL DORADO 347 MAIN STREET PLACERVILLE CA 95667 NONE N/A GENERAL SUPPORT 5000 CASA FOR CHILDREN - SACRAMENTO PO BOX 278383 SACRAMENTO CA 95827 NONE N/A GENERAL SUPPORT 5000 CHRISTO REY HIGH SCHOOL 8475 JACKSON RD SACRAMENTO CA 95826 NONE N/A GENERAL SUPPORT 5000 CITY YEAR SACRAMENTO 2331 ALHAMBRA BLVD STE 30 SACRAMENTO CA 95617 NONE N/A GENERAL SUPPORT 5000 FAIRYTALE TOWN 3901 LAND PARK DR SACRAMENTO CA 95822 NONE N/A GENERAL SUPPORT 5000 FRIENDS OF FRONT STREET SHELTER PO BOX 22214 SACRAMENTO CA 95822 NONE N/A GENERAL SUPPORT 5000 MERCY PEDALERS 2419 L STREET SACRAMENTO CA 95816 NONE N/A GENERAL SUPPORT 2500 MOTHER THERSA MATERNITY HOME 3122 SACRAMENTO STREET PLACERVILLE CA 95667 NONE N/A GENERAL SUPPORT 5000 RIVER CITY FOOD BANK 1800 28TH STREET SACRAMENTO CA 95816 NONE N/A FOOD BANK 5000 SAC REG FAM JUSTICE CENTER FUND PO BOX 276511 SACRAMENTO CA 95827 NONE N/A GENERAL SUPPORT 10000 SACRAMENTO CHILDREN'S HOME 2750 SUTTERVILLE RD SACRAMENTO CA 95820 NONE N/A GENERAL SUPPORT 5000 SACRAMENTO CHORAL SOCIETY 4025 BRIDGE STREET FAIR OAKS CA 95628 NONE N/A GENERAL SUPPORT 5000 SACRAMENTO COTTAGE HOUSING INC 1726 PROFESSIONAL DRIVE SACRAMENTO CA 95825 NONE N/A GENERAL SUPPORT 5000 SACRAMENTO FOOD BANK 3333 3RD AVE SACRAMENTO CA 95817 NONE N/A GENERAL SUPPORT 5000 SACRAMENTO LOAVES AND FISHES PO BOX 2161 SACRAMENTO CA 95812 NONE N/A GENERAL SUPPORT 5000 SACRAMENTO PHILHARMONIC AND OPERA 1030 15TH ST STE 200 SACRAMENTO CA 95814 NONE N/A GENERAL SUPPORT 2500 SACRAMENTO SOCIETY FOR THE BLIND 1238 S STREET SACRAMENTO CA 95811 NONE N/A GENERAL SUPPORT 5000 SHRINER'S HOSPITAL SACRAMENTO 2425 STOCKTON BLVD SACRAMENTO CA 95817 NONE N/A GENERAL SUPPORT 5000 ST JOHN'S PROGRAM FOR REAL CHANGE 4410 POWER INN RD SACRAMENTO CA 95826 NONE N/A GENERAL SUPPORT 5000 WEAVE INC 1920 K STREET SACRAMENTO CA 95811 NONE N/A GENERAL SUPPORT 5000 WELLSPRING WOMENS CENTER 3414 4TH STREET SACRAMENTO CA 95817 NONE N/A GENERAL SUPPORT 5000 GLAUCOMA RESEARCH FOUNDATION 131 STEUART STREET 200 SAN FRANSCISCO CA 94105 NONE N/A GENERAL SUPPORT 5000 KVIE 2030 W EL CAMINO AVE SACRAMENTO CA 95833 NONE N/A GENERAL SUPPORT 5000 VOLUNTEERS OF AMERICA ARDEN-ARCADE ARDENARCADE CA 95821 NONE N/A GENERAL SUPPORT 5000 WOMEN'S EMPOWERMENT 1590 N A STREET SACRAMENTO CA 95811 NONE N/A GENERAL SUPPORT 5000 EMPOWER YOLO 175 WALNUT STREET WOODLAND CA 95695 NONE N/A GENERAL SUPPORT 2500 137500 14 37570 14 74479 14 52 225083 112101 225083 337184 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1293 647 646 200 SH PFIZER INC 120 SH RAYTHEON TECHNOLOGIES CORP 170 SH RAYTHEON TECHNOLOGIES INC 500 SH PFIZER INC 140 SH JOHNSON & JOHNSON 100 SH JOHNSON & JOHNSON 210 SH RAYTHEON TECHNOLOGIES CORP 300 SH AMERICAN ELECTRIC POWER CO IN 600 SH CA WATER SERVICE GROUP 600 SH CA WATER SERVICE GROUP 1300 SH PFIZER INC 1034 SH VERIZON COMMUNICATIONS 1036 SH VERIZON COMM 2400 SH AT&T INC 500 SH RAYTHEON TECHNOLOGIES INC 400 SH MERCK & CO INC 1476 SH ENBRIDGE INC 1476 SH ENBRIDGE INC 700 SH AMERICAN ELECTRIC POWER CO IN 500 SH JP MORGAN CHASE & CO 1505 SH NEXTERA ENERGY INC 970 SH MERCK & CO INC 740 SH CHEVRON CORP 1500 SH ISHARES SELECT DIV ETF 232 SH CATERPILLAR INC 3140 84160 50 SH JP MORGAN CHASE CO 4884 11986 30 SH HONEYWELL INTL INC 5014 6777 200 SH AMEREN CORP 5159 17828 500 SH AT&T INC 9320 11385 300 SH FIRSTENERGY CORP 9655 11934 277.7 SH DUKE ENERGY CORP 13105 29919 500 SH AMEREN CORP 13632 44570 600 SH FIRSTENERGY CORP 15116 23868 800 SH DOMINION ENERGY INC 19372 43088 600 SH EXELON CORP 21223 22584 500 SH CHEVRON CORP 21834 72420 200 SH HONEYWELL INTERNATIONAL INC 22830 45178 522.3 SH DUKE ENERGY CORP 23777 56273 1000 SH EXELON CORP 24242 37640 1000 SH NEWMONT MINING CORP 26562 37220 1000 SH NEXTERA ENERGY INC 29856 71690 2000 SH AT&T INC 32007 45540 800 SH AMERICAN ELEC PWR CO INC 33112 73784 270 SH PROCTER & GAMBLE 33427 45266 1000 SH FIRSTENERGY CORP 33472 39780 380 SH LOWES COMPANIES INC 34358 93784 500 SH JOHNSON & JOHNSON 34469 72310 150 SH AMGEN INC 34736 39096 270 SH PROCTER & GAMBLE 34986 45266 350 SH JP MORGAN CHASE & CO 35325 83899 2000 SH ENBRIDGE INC 36446 84860 275 SH ABBVIE INC 39661 48868 400 SH CVS HEALTH CORP 40944 17956 1700 SH VERIZON COMMUNICATIONS 46283 67983 800 SH RTX CORPORATION 58671 92576 800 SH MERCK & CO INC 60419 79584 600 SH CROWN CASTLE INTL CORP 75837 54456 90.8 SH ABBVIE INC COM 15386 16135 66.69 SH ALPHABET INC CL A 12004 12625 34.112 SH AMGEN INC 10023 8891 81.57 SH ANALOG DEVICES INC 18725 17331 368 SH AT&T INC 8310 8379 615 SH BANK OF AMERICA CORP 21246 27029 109 SH BANK OF NEW YORK MELLON CORP 8374 8374 19.575 SH BLACKROCK INC 15294 20067 33.999 SH CHENIERE ENERGY INC NEW 5827 7305 41.5 SH CHUBB LTD 10236 11471 51.7 SH CME GROUP INC 10701 12016 157 SH COLGATE PALMOLIVE CO 13278 14273 30.97 SH CONSTELLATION ENERGY CORP 6152 6929 153 SH CROWN CASTLE INC 16738 13886 76.058 SH DELL TECHNOLOGIES INC CL C 8320 8765 32.38 SH EATON CORP PLC SHS 11592 10747 200 SH EXXON MOBIL CORP 20742 21514 147 SH FREEPORT-MCMORAN CL B 7629 5598 39.01 SH GENL DYNAMICS CORP 11566 10281 49.99 SH GOLDMAN SACHS GRP INC 20678 28627 65.24 SH HOME DEPOT INC 23322 25378 137 SH HONEYWELL INTL INC 27766 30947 168 SH JOHNSON & JOHNSON 18188 24296 139 SH JP MORGAN CHASE & CO 15453 33320 65.996 SH M&T BANK CORP 11403 12408 30.655 SH MC DONALDS CORP 8395 8887 101 SH MERCK & CO INC NEW COM 11649 10047 152 SH NEXTERA ENERGY INC 4538 10897 23.45 SH NORTHROP GRUMMAN CP 10556 11008 98.11 SH PROCTER & GAMBLE 15726 16448 143 SH PROLOGIS INC COM 18141 15115 205 SH SCHLUMBERGER LTD 9793 7860 166 SH SEMPRA 12305 14562 57.535 SH SHERMIN WILLIAMS COMPANY 17595 19558 93.223 SH STARBUCKS CORP WASHINGTON 8353 8507 65.57 SH T-MOBILE US INC 10582 14474 33.62 SH UNITEDHEALTH GP INC 17321 17007 32.094 SH SPDR BLOOMBERG ETF 2943 2934 200 SH ISHARES SELECT DIVIDEND ETF 17011 26258 EXPENSES FILING FEE 75 38 37 INSURANCE FOREIGN TAX ON DIVIDENDS 801 400 401 TAX ON INVESTMENT INCOME 744 372 372