2025-11-26T16:29:56-06:00 2024-12-31 853389378 LIANG & QUINLEY TAX MANAGEMENT INC 5675 RUFFIN ROAD SUITE 260 SAN DIEGO CA 92123 990EZ 2024-01-01 270064555 TELCO RETIREES ASSOCIATION INC C/O JUDI MORRIS TELC 6194016877 2717 WEST HALEY DRIVE ANTHEM AZ 850864901 JUDI MORRIS TREASURER 6194016877 2025-11-07 1 1 NICOLA BRUNO P00140422 8582873388 2025-10-31 2024 2025-03-06 01:10:19Z X X WWW.TELCORETIREES.ORG X X 15424 X 1006 10688 3715 15 15 0 15409 5903 1963 5531 13397 2012 115600 -43349 74263 X 2683 1384 112917 72879 115600 74263 0 0 115600 74263 X TO REPRESENT RETIRED EMPLOYEES OF PACIFIC BELL, NEVADA BELL AND SBC WEST COMPANIES. TO REPRESENT RETIRED EMPLOYEES OF PACIFIC BELL, NEVADA BELL AND SBC WEST COMPANIES. 0 7738 7738 JUDI MORRIS TREASURER 18.00 0 0 0 JANE BANFIELD VICE PRESIDENT 20.00 0 0 0 MONTE BAGGS PRESIDENT 3.00 0 0 0 LEE BROWN DIRECTOR 5.00 0 0 0 CAROLE HANSEN DIRECTOR 15.00 0 0 0 NORMA WILLOGHBY COMSA SECRETARY 0.00 0 0 0 ANNE BURKART DIRECTOR 12.00 0 0 0 TED MAZZELLA DIRECTOR 10.00 0 0 0 JOHN TUCCIARONE CONSULTANT 12.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 CA JUDI MORRIS 2717 WEST HALEY DRIVE ANTHEM AZ 85806 6194016877 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME - EDWARD JONES. AMOUNT: 1. DESCRIPTION: DIVIDEND INCOME - EDWARD JONES. AMOUNT: 923. DESCRIPTION: INTEREST INCOME - SCHWAB. AMOUNT: 5. DESCRIPTION: DIVIDEND INCOME -SCHWAB. AMOUNT: 2,786. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,715. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INTERNET. AMOUNT: 866. DESCRIPTION: TELEPHONE. AMOUNT: 360. DESCRIPTION: BANK FEES. AMOUNT: 160. DESCRIPTION: LICENSES AND FEES. AMOUNT: 125. DESCRIPTION: DUES. AMOUNT: 2,195. DESCRIPTION: INSURANCE. AMOUNT: 1,825. TOTAL TO FORM 990-EZ, LINE 16: 5,531. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: FMV COST BASIS DIFFERENCE. AMOUNT: -43,349. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: AT&T STOCK. BEG. OF YEAR AMOUNT: 57,722. END OF YEAR AMOUNT: 62,800. DESCRIPTION: VERIZON STOCK. BEG. OF YEAR AMOUNT: 52,117. END OF YEAR AMOUNT: 10,079. DESCRIPTION: AB GOVERNMENT MONEY MARKET A. BEG. OF YEAR AMOUNT: 3,078. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.