2025-09-30T14:10:08-07:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 237204615 Arata Brothers Trust ARAT 6508155573 5151 Arden Way 6 Carmichael CA 95608 Dorothy Matson Sewell Treasurer 2025-09-30 false true Carol Duffield P01257136 4159830200 2024 2025-03-06 01:10:19Z X 7347129 X X 11 11 140064 140064 196000 196000 178531 3473897 5957047 3473897 2690 3812662 3809972 90000 90000 3240 3240 17820 17820 5359 8109 8109 9722 9390 332 134250 35319 93572 347525 347525 481775 35319 441097 3330887 3774653 477889 285543 285543 356647 812985 812985 2646310 5885660 6248601 97740 3578586 6984188 7347129 0 X 3578586 6984188 3578586 6984188 3578586 6984188 3578586 3330887 74715 6984188 6984188 Capital Gain Distributions P 2000-01-01 2024-12-31 23163 23163 23163 Sale of Publicly Traded Securities P 2000-01-01 2024-12-31 2233884 2184324 49560 49560 Folsom Blvd, Sacramento CA 95816 D 1969-01-01 2024-10-25 3700000 841113 1139939 3401174 3401174 3473897 52468 52468 52468 4720 52000 56720 X 19 4233 4233 false false false false false false false true true CA true false false false false true aratabrotherstrust.org Dorothy Matson Sewell 6508155573 5151 Arden Way 6 Carmichael CA 95608 false false false true true false false false false false false false false false false false false false false false false false Dorothy Matson Sewell 5151 Arden Way 6 Carmichael CA 95608 Trustee 50.00 50000 August Sewell 5151 Arden Way 6 Carmichael CA 95608 Trustee 10.00 20000 Lisa Malvini 5151 Arden Way 6 Carmichael CA 95608 Trustee 10.00 20000 NONE NONE 3650325 794274 0 4444599 0 4444599 66669 4377930 218897 218897 52468 52468 166429 166429 166429 441097 441097 166429 578532 170160 161388 133696 69302 1113078 441097 0 166429 274668 1387746 0 578532 809214 170160 161388 133696 69302 274668 Matson Sewell 5151 Arden Way 6 Carmichael CA 95608 6508155573 Info@aratabrotherstrust.org Submission information on website None Sacramento Region 916 Ink 3301 37th Avenue Sacramento CA 95824 N/A PC Read On! Reading tutor program support 59250 Sierra Nevada Journeys 190 East Liberty St Reno NV 89501 N/A PC Grizzly Creek Ranch 50000 916 Ink 3301 37th Avenue Sacramento CA 95824 N/A PC Read On! Reading tutor program support 59250 Improve Your Tomorrow 1901 Royal Oaks Dr Suite 200 Sacramento CA 95815 N/A PC IYT Scholars building redevelopment 100000 Yolo Basin Foundation P O Box 943 Davis CA 95617 N/A PC Discover the Flyaway school program 10000 Womens Empowerment 1590 A Street Sacramento CA 95811 N/A PC Workforce prep for homeless women 25000 Soil Born Farms 2140 Chase Drive Rancho Cordova CA 95670 N/A PC Support of school garden program in underserved schools in Sacramento 30000 Marshall Foundation P O Box 1996 Placerville CA 95667 N/A PC Reach out and Read pediatrician program launch at Marshall Medical Center 14025 347525 14 11 14 140064 16 178531 18 3473897 Refund 2690 3792503 2690 3795193 11a Refund of excise tax overpayment. false false false false false false false false false false Tax Preparation 3240 0 0 3240 Chiller - Folsom 2008-10-01 78005 58503 SL 20.0000 3250 3250 HVAC - Folsom 2013-01-01 116618 99002 SL 20.0000 4859 4859 Invesco S&P 500, 4,584.007 Sh AT COST 172720 229017 Pacer US Cash, 1,873.487Sh AT COST 99023 105815 SPDR S&P 500, 1,197.892 Sh AT COST 565916 702061 Aristotle Strategic Income, 145,618.1 Sh AT COST 1513241 1528991 Performance Trust Strat Bd, 40,607.88 Sh AT COST 786000 791854 Touchstone Mid Cap, 3,922.992 Sh AT COST 203929 216628 Aristotle Floating Rate, 96,887.295 Sh AT COST 922367 922367 Capital Group Growth, 18,510.864 Sh AT COST 562416 688049 Columbia Small Cap, 2,197.164 Sh AT COST 111203 112758 Invesco S&P 500, 2,215 Sh AT COST 212313 216893 SPDR Bloomberg 1-3 Mo, 6,209 Sh AT COST 567534 567689 Washington Mutual, 2,707.863 Sh AT COST 168998 166479 Bank Fee 30 30 Filing Fees 100 100 Postage & Delivery 232 232 Rental Expenses 9360 9360 Refund 2690 Cost Basis Adjustment 74715 Investment Management 17820 17820 0 0 Federal Excise Tax 5359