2025-11-07T16:52:48-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2024-01-01 911999241 JOHN AND WAUNA HARMAN FOUNDATION JOHN 2122862600 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 JULIE BERREY PRESIDENT 2122862600 2025-11-07 1 1 MICHAEL R KOENECKE CPA P02100881 2122862600 2025-11-04 2024 2025-03-06 01:10:19Z X 7208368 X X 26 26 148627 148627 400239 1905383 400239 548892 548892 146678 0 146678 56965 0 56965 10746 0 10746 23951 21476 2475 2961 0 2961 21618 0 21618 6476 0 6476 269395 21476 247919 1657100 1657100 1926495 21476 1905019 -1377603 527416 90340 222516 222516 7034152 150492 931490 0 5373881 6054362 7124492 5746889 7208368 0 0 X 7124492 5746889 7124492 5746889 7124492 5746889 7124492 -1377603 0 5746889 0 5746889 SALES OF PUBLICLY TRADED SECURITIES P 1763789 1505144 258645 258645 CAPITAL GAINS DIVIDENDS P 141594 141594 141594 400239 7331 0 7331 0 7331 9744 0 0 0 9744 0 2413 2413 0 0 0 0 0 0 0 0 0 0 0 1 1 WA CA 1 0 0 0 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2024-08-02 100000 FOR A COMMUNITY OF PRACTICE FOR END-OF-LIFE CARE PROFESSIONALS 100000 NONE TO OUR KNOWLEDGE 4/11/25 BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 2,055.000 SHRS 150492 931490 SPDR GOLD TR GOLD SHS (GLD) 1,614.000 SHRS AT COST 258803 390798 VANGUARD FTSE DEVELOPED MKTS E (VEA) 4,735.000 SHRS AT COST 197649 226428 AB SMALL CAP GRW ADV (QUAYX) 4,735.294 SHRS AT COST 437115 348091 BAIRD CORE PLUS BOND INSTL (BCOIX) 18,983.289 SHRS AT COST 208247 190023 BLACKROCK HIGH YIELD PTF INST (BHYIX) 76,373.972 SHRS AT COST 535922 542255 COHEN & STEERS REAL EST SECS I (CSDIX) 19,404.916 SHRS AT COST 293805 334929 E V SHT DURATION GOVT INC I (EILDX) 12,401.723 SHRS AT COST 99471 88920 HARTFORD CORE EQUITY I (HGIIX) 6,253.555 SHRS AT COST 152067 330063 HARTFORD SCHRODERS INTL STK I (SCIEX) 38,099.603 SHRS AT COST 662933 671696 JANUS HENDERSON DEV WORLD BD I (HFAIX) 38,280.749 SHRS AT COST 361224 295527 JOHN HANCOCK DISC VAL MDCP I (JVMIX) 26,627.948 SHRS AT COST 337642 717623 JPMORGAN GOVERNMENT BOND I (HLGAX) 9,179.087 SHRS AT COST 100327 86283 JPMORGAN GROWTH ADVANTAGE I (JGASX) 10,432.253 SHRS AT COST 376917 420420 MACQUARIE SMALL CAP CORE INST (DCCIX) 16,698.811 SHRS AT COST 335856 507477 NUANCE MID CAP VALUE INST (NMVLX) 3,902.938 SHRS AT COST 47265 48006 PIMCO INTL BD USD HEDGED I2 (PFBPX) 55,948.504 SHRS AT COST 599841 555569 WESTERN ASSET CORE PLUS BD I (WACPX) 33,104.070 SHRS AT COST 368797 300254 OFFICE EXPENSES 2177 0 2177 INSURANCE 2239 0 2239 FILING FEES 173 0 173 PAYROLL PROCESSING FEES 1887 0 1887 INVESTMENT MANAGEMENT FEES 21476 21476 0 GRANT STRATEGY CONSULTING 2475 0 2475