2025-11-03T20:01:50-08:00 2024-12-31 952982890 GOODRICH THOMAS CANNON & REEDS LLP 3200 PARK CENTER DR STE 1170 COSTA MESA CA 92626 990PF 2024-01-01 956818523 FRANCIS H CLOUGHERTY CHARITABLE TRUST FRAN 3233652651 102 S ORANGE GROVE BLVD UNIT 107 PASADENA CA 91105 JOSEPH D CLOUGHERTY Trustee 2025-10-22 true true ROBERT B GOODRICH P00165013 7145460755 2024 2025-03-06 01:10:19Z X 11915901 X X 308879 308879 640999 1467899 640999 377 377 950255 950255 17000 8500 8500 2096 2096 108784 108684 100 127880 119280 8600 585000 585000 712880 119280 593600 237375 830975 73798 79767 79767 3693023 3539786 4221290 5875857 6261412 7614844 9642678 9880965 11915901 0 X 9642678 9880965 9642678 9880965 9642678 9880965 9642678 237375 912 9880965 9880965 CS PUBLICLY TRADED SECURITIES - SHORT TERM P 2024-01-02 2024-12-31 21492 20797 695 695 CS PUBLICLY TRADED SECURITIES - LONG TERM P 2001-01-01 2024-12-31 917840 806103 111737 111737 POPLAR FOREST FUND, LP - S/T GAIN P 2024-01-01 2024-12-31 8432 8432 8432 POPLAR FOREST FUND, LP - L/T GAIN P 2001-01-01 2024-12-31 520135 520135 520135 640999 9127 11551 11551 11551 2411 13000 15411 X 29 3831 3831 false false false false false false false true true CA true false false false false true N/A JOSEPH CLOUGHERTY 9496446609 102 S ORANGE GROVE BLVD UNIT 107 PASADENA CA 91105 false false false false false false false false false false false false false false false false false false false false false false JOSEPH D CLOUGHERTY 102 S ORANGE GROVE BLVD 107 PASADENA CA 91105 Trustee 3.00 0 BERNARD J CLOUGHERTY 944 LINDA VISTA AVE PASADENA CA 91103 Trustee 3.00 0 ANTHONY P CLOUGHERTY 3606 LOMBARDY ROAD PASADENA CA 91107 Foundation Mgr. 3.00 0 KATHLEEN C REGAN 1370 ST ALBANS ROAD SAN MARINO CA 91108 Foundation Mgr. 3.00 0 NONE NONE 4202982 146112 7897688 12246782 0 12246782 183702 12063080 603154 603154 11551 11551 591603 591603 591603 593600 593600 591603 342 56423 69394 126159 593600 0 591603 1997 128156 0 128156 342 56423 69394 1997 JOSEPH D CLOUGHERTY BERNARD J CLOUGHERTY X JOSEPH CLOUGHERTY 102 S ORANGE GROVE BLVD UNIT 107 PASADENA CA 91105 3233652651 LOYOLA MARYMOUNT UNIVERSITY 1 LOYOLA MARYMOUNT UNIVERSITY DR LOS ANGELES CA 90045 PC SUPPORT EDUCATION 10000 BLIND-VISUALLY IMPAIRED EARLY SVCS 725 HILL ROAD BRENTWOOD TN 37027 PC SUPPORT CHARITY 137000 ST JOACHIM CATHOLIC SCHOOL 1964 ORANGE AVENUE COSTA MESA CA 92627 PC SUPPORT CHARITY 5000 CARMELITE SISTERS 215 E ALHAMRA RD ALHAMBRA CA 91801 PC SUPPORT CHARITY 20000 MAYFIELD SENIOR SCHOOL 500 BELLEFONTAINE ST PASADENA CA 91105 PC SUPPORT EDUCATION 85000 MAYFIELD JUNIOR SCHOOL 405 S EUCLID AVE PASADENA CA 91101 PC SUPPORT EDUCATION 90000 LOYOLA HIGH SCHOOL 1901 VENICE BLVD LOS ANGELES CA 90006 PC SUPPORT EDUCATION 80000 DOLORES MISSION SCHOOL 170 SOUTH GLESS STREET LOS ANGELES CA 90033 PC SUPPORT EDUCATION 10000 SAINTS FELICITAS PERPETUA CHURCH 1190 PALOMAR ROAD SAN MARINO CA 91108 PC SUPPORT CHARITY 5000 CHURCH OF THE DEAF 4433 S SANTA FE AVE VERNON CA 90058 PC SUPPORT CHARITY 3000 NOTRE DAME ACADEMY 2851 OVERLAND AVE LOS ANGELES CA 90064 PC SUPPORT EDUCATION 15000 USC KECK FETAL THERAPY 1975 ZONAL AVE LOS ANGELES CA 90033 PC SUPPORT CHARITY 25000 ST THERESA TX 4311 SMALL DR AUSTIN TX 78731 PC SUPPORT CHARITY 5000 ST PHILIP THE APOSTLE SCHOOL 1363 CORDOVA ST PASADENA CA 91106 PC SUPPORT CHARITY 10000 MATER DOLOROSA PASSIONIST RETREAT C 700 N SUNNYSIDE AVE SIERRA MADRE CA 91024 PC SUPPORT CHARITY 10000 HEART OF LOS ANGELES 2701 WILSHIRE BLVD SUITE 100 LOS ANGELES CA 90057 PC SUPPORT CHARITY 22500 FRIENDS IN DEED PO BOX 41125 PASADENA CA 91104 PC SUPPORT CHARITY 22500 ST ANDREW CATHOLIC CHURCH 311 N RAYMOND AVENUE PASADENA CA 91103 PC SUPPORT CHARITY 20000 IMMACULATE HEART 5515 FRANKLIN AVENUE LOS ANGELES CA 90028 PC SUPPORT EDUCATION 10000 585000 14 308879 18 640999 POPLAR FOREST FUND, L.P. 14 377 950255 950255 false false false false false false false false false false ANDERSEN TAX 9500 4750 0 4750 GOODRICH, THOMAS, CANNON & REEDS, LLP 7500 3750 0 3750 RIVERVIEW START OPP I OFF 44112 44112 310.2750 SH - VANGUARD GROWTH INDEX AD 47120 65536 1,910.0000 SH - ISHARES MSCI JAPAN ETF 127145 128161 14,220.0000 SH - SCHWAB US LARGE CAP 334046 396311 15,040.0000 SH - SPDR S&P 500 VAULE ETF 612576 769146 2,453.0000 SH - VANGUARD FTSE EUROPE 154283 155692 470.0000 SH - VANGUARD GROWTH ETF 141383 192907 1,930.0000 SH - VANGUARD MEGA CAP GROWTH 500228 662781 785.0000 SH - VANGUARD S&P 500 ETF 301493 422966 8,030.0000 SH -VANGUARD TOTAL 493424 473208 7,750.0000 SH - VANGUARD TOTAL WORLD 783976 910470 POPLAR FOREST FUND AT COST 6261412 7614844 ADVISOR FEES 33879 33879 FILING FEES 100 100 POPLAR PORTFOLIO EXPENSES 74805 74805 POPLAR FOREST FUND, L.P. 377 377 MORGAN STANLEY UNREALIZED GAINS 912 FOREIGN TAXES 2096 2096