2025-07-24T11:04:03-07:00 2024-12-31 464201609 PERLE GAUTSCHI & COMPANY INC 2429 West Coast Highway STE 201 Newport Beach CA 92663 990PF 2024-01-01 931095950 BRUTOCAO FAMILY FOUNDATION BRUT 9497531233 27272 VIEWPOINT CIRCLE SAN JUAN CAPISTRANO CA 92675 RUDOLF L BRUTOCO CEO 2025-07-24 true true Philip W Gautschi CPA P01057525 9497525400 2024 2025-03-06 01:10:19Z X 835760 X 133129 5 5 5 18865 18865 18865 190745 865020 190745 6742 342744 209615 25612 296 3618 333 366 256 149 114 5132 0 0 13754 13754 18886 0 13754 323858 209615 25612 21602 68766 68766 409013 685707 720994 46000 46000 46000 476615 800473 835760 0 X 476615 800473 476615 800473 476615 800473 476615 323858 800473 800473 22,228.567 SHRS WELLS FARGO-GOLDMAN SACHS TR P 2023-04-20 2024-04-02 22250 22250 1,306.80 SHRS WELLS FARGO-ALLSPRING P 2023-11-01 2024-04-02 1307 1307 AXOS ADVISORS-S/T P 2024-12-01 2024-12-31 224812 218070 6742 6742 AXOS ADVISORS-L/T P 2023-01-01 2024-12-31 610786 432648 178138 178138 Capital Gain Dividends 5865 190745 6742 2914 2914 2914 X 16 2930 0 false false false false false true false false true true CA true false false false false true N/A RUDOLF L BRUTOCO 9497531233 27272 VIEWPOINT CIRCLE SAN JUAN CAPISTRANO CA 92675 false false false false false false false false false false false false false false false false false false false false false false RUDOLF L BRUTOCO MD 27272 VIEWPOINT CIRCLE SAN JUAN CAPISTRANO CA 92675 CEO/CFO 1.00 0 JULIANA BRUTOCO BIANCHI 27312 VIEWPOINT CIRCLE SAN JUAN CAPISTRANO CA 92675 Director 1.00 0 DIANA BRUTOCO 27272 VIEWPOINT CIRCLE SAN JUAN CAPISTRANO CA 92675 Director 1.00 0 NONE NONE SEE ATTACHED LIST OF GRANTS 0 0 0 0 0 0 0 0 0 0 2914 2914 2914 2914 0 13754 13754 0 49153 47612 43940 41487 33203 215395 13754 0 13754 229149 0 49153 179996 47612 43940 41487 33203 13754 RUDOLF L BRUTOCO MD DIANA BRUTOCO X SANTA CLARA UNIVERISTY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A EXEMPT EDUCATIONAL PURPOSES 2563 MISSION SAN JUAN CAPISTRANO 26801 ORTEGA HWY SAN JUAN CAPISTRANO CA 92675 N/A EXEMPT CHURCH 600 BONDI MINISTRIES PO BOX 759 SAN JUAN CAPISTRANO CA 92693 N/A EXEMPT EDUCATION 5000 IMPACT 100 OC 2532 DUPONT DR IRVINE CA 92612 N/A EOF TO TRANSFORM LIVES 5000 LEUKEMIA LYMPHOMA SOCIETY 1201 15TH STREET NW SUITE 410 WASHINGTON DC 20005 N/A EOF MEDICAL RESEARCH 591 13754 14 5 14 18865 5865 184880 5865 18870 184880 209615 false false false false false false false false false false X X 1 RUDOLF L BRUTOCO 27272 VIEWPOINT CIRCLE SAN JUAN CAPISTRANO CA 92675 131629 X 1 2,395 SHARES FIDELITY LARGE CAP STOCK 131629 2024-12-19 ACCOUNTING 296 0 0 0 SCULPTURE OF HOLY FAMILY 46000 46000 46000 BANK CHARGES 20 FEES 78 OFFICE EXPENSE 16 ADVISORY FEES 3618 0 0 0 CA REGISTRATION/RENEWAL FEE 50 OTHER TAXES 283