2025-12-08T13:18:52-06:00 2025-06-30 952771605 LSL LLP 500 TECHNOLOGY DRIVE STE 350 IRVINE CA 92618 990PF 2024-07-01 953197021 HILGENFELD FOUNDATION FOR MORTUARY EDUCATION HILG 7145354105 120 E BROADWAY ANAHEIM CA 92805 REBECCA AREIAS PRESIDENT 7145354105 2025-12-04 1 0 JEFFREY L BOXX CPA P00850649 9498298299 2025-12-04 2024 2025-03-06 01:10:19Z X 244401 X X 4532 4532 17421 34517 17421 21953 21953 0 0 0 3465 1733 1732 3398 2669 25 6863 4402 1757 17500 17500 24363 4402 19257 -2410 17551 7665 7474 7474 186238 184019 236927 193903 191493 244401 0 0 X 0 0 0 0 193903 191493 193903 191493 193903 191493 193903 -2410 0 191493 0 191493 JPMORGAN LARGE CAP GROWTH R6 P 2023-12-16 2025-02-06 3071 1246 1825 1825 MFS VALUE R6 P 2023-12-16 2025-02-06 1867 1735 132 132 MFS VALUE R6 P 2024-09-26 2025-02-06 133 141 -8 -8 AMERICAN NEW PERSPECTIVE F3 P 2023-12-16 2025-02-06 2000 1538 462 462 PRIMECAP ODYSSEY GROWTH P 2023-12-16 2025-02-06 4000 4142 -142 -142 AMERICAN BALANCED F3 P 2024-12-16 2025-05-21 900 912 -12 -12 JPMORGAN LARGE CAP GROWTH R6 P 2018-12-12 2025-05-21 297 124 173 173 JPMORGAN LARGE CAP GROWTH R6 P 2024-12-16 2025-05-21 203 211 -8 -8 MFS VALUE R6 P 2024-03-26 2025-05-21 137 138 -1 -1 MFS VALUE R6 P 2024-12-16 2025-05-21 1063 1055 8 8 AMERICAN NEW PERSPECTIVE F3 P 2024-12-16 2025-05-21 1000 944 56 56 AMERICAN NEW WORLD F3 P 2023-12-16 2025-05-21 1358 1263 95 95 AMERICAN NEW WORLD F3 P 2024-12-19 2025-05-21 42 39 3 3 PRIMECAP ODYSSEY GROWTH P 2018-12-17 2025-05-21 500 523 -23 -23 JPMORGAN LARGE CAP GROWTH R6 P 2018-12-12 2025-06-13 2100 854 1246 1246 AMERICAN NEW PERSPECTIVE F3 P 2016-12-16 2025-06-13 3353 1911 1442 1442 AMERICAN NEW PERSPECTIVE F3 P 2024-12-19 2025-06-13 347 320 27 27 CAPITAL GAIN DIVIDENDS P 2023-12-16 2025-12-31 12146 12146 12146 17421 244 0 244 0 244 0 0 244 0 244 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A HILGENFELD FOUNDATION 7145354105 120 E BROADWAY ANAHEIM CA 92805 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REBECCA AREIAS 120 E BROADWAY ANAHEIM CA 92805 VICE PRESIDENT 0.00 0 0 0 REBECCA AREIAS 120 E BROADWAY ANAHEIM CA 92805 PRESIDENT 8.00 0 0 0 JOLENA GRANDE 120 E BROADWAY ANAHEIM CA 92805 DIRECTOR 0.00 0 0 0 JAMES AREIAS 120 E BROADWAY ANAHEIM CA 92805 SECRETARY/TREASURER 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 236132 3985 194 240311 0 0 240311 3605 236706 11835 11835 244 244 11591 0 11591 0 11591 19257 0 19257 11591 0 0 5626 4187 5298 54 15165 19257 0 0 0 11591 7666 0 0 22831 0 0 0 0 0 0 5626 17205 4187 5298 54 7666 X REBECCA AREIAS 120 E BROADWAY ANAHEIM CA 92805 7145354105 REQUEST FORM FROM FOUNDATION FOR SAMPLE FORM OF FINANCIAL ASSISTANCE FOR ORGANIZATIONS. APPLICATIONS MAY BE RECEIVED ANY TIME, BUT THEY RECEIVE FORMAL CONSIDERATION ONLY DURING THE MONTH O QUALIFIED ORGANIZATIONS WITH APPROPRIATE INTERESTS AND OBJECTIVES ARE ENCOURAGED TO APPLY. IT IS PLANNED THAT SLIGHTLY MORE THAN HALF OF THE GRANTS WILL BE MADE TO ORGANIZATIONS IN SOUTHERN CALIFORNIA. AMERICAN BOARD OF FUNERAL SERVICE EDUCATION (ABFSE) 3432 ASHLAND AVE SUITE U ST JOSEPH MO 64506 N/A PUBLIC SCHOLARSHIP GRANT 6500 CYPRESS COLLEGE FOUNDATION 9200 VALLEY VIEW STREET CYPRESS CA 90630 N/A PUBLIC SCHOLARSHIP GRANT 5500 ST CATHERINES ACADEMY 215 N HARBOR BLVD ANAHEIM CA 92805 N/A PUBLIC SCHOLARSHIP GRANT 5500 17500 0 14 4532 18 17421 18 0 21953 0 21953 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3465 1733 1732 EDWARD JONES (255-16133-1-4) AT COST 184019 236927 INVESTMENT FEES 2669 2669 0 LICENSES & PERMITS 25 0 25 MISCELLANEOUS 704 0 0