2025-09-04T12:30:55-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990PF 2024-01-01 710992594 KAMINSKY FAMILY FOUNDATION KAMI 8587597775 965 ARNELE AVE EL CAJON CA 92020 GARY KAMINSKY DIRECTOR 8587597775 2025-09-02 1 0 JANE COLEMAN P01391326 8586271400 2024 2025-03-06 01:10:19Z X 2024851 X 460000 58082 58082 5808 147607 5808 5500 0 0 529390 63890 0 0 0 0 0 9300 800 0 8500 12735 12735 0 0 988 988 0 0 100 0 0 100 23123 14523 0 8600 105000 105000 128123 14523 0 113600 401267 49367 0 104687 366233 366233 1485452 1658618 1658618 1590139 2024851 2024851 0 0 X 1590139 2024851 1590139 2024851 1590139 2024851 1590139 401267 33445 2024851 0 2024851 ST COVERED P 2024-06-30 2024-12-31 145746 141799 3947 3947 LT CAPITAL GAIN DISTRIBUTIONS P 2023-01-01 2024-12-31 1861 1861 1861 5808 3947 686 0 686 0 686 1256 0 500 0 1756 X 0 1070 1070 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KIM KAMINSKY 8587597775 965 ARNELE AVE EL CAJON CA 92020 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIM G KAMINSKY 965 ARNELE AVE EL CAJON CA 92020 CEO/DIRECTOR 1.00 0 0 0 GREGORY S KAMINSKY 965 ARNELE AVE EL CAJON CA 92020 SECRETARY/CFO/DIRECTOR 1.00 0 0 0 GARY M KAMINSKY 965 ARNELE AVE EL CAJON CA 92020 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1596929 258382 0 1855311 0 0 1855311 27830 1827481 91374 91374 686 686 90688 0 90688 0 90688 113600 0 113600 90688 0 0 16312 12550 28862 113600 0 0 0 90688 22912 0 0 51774 0 0 0 0 0 0 0 51774 16312 12550 22912 X THE BISHOP'S SCHOOL 7607 LA JOLLA BLVD LA JOLLA CA 92037 NONE PC GENERAL SUPPORT 10000 UNIVERSITY OF SOUTHERN CALIFORNIA 1150 SOUTH OLIVE STREET 25TH FLOOR LOS ANGELES CA 90015 NONE PC GENERAL SUPPORT 60000 OUR RESCUE 81 S 9TH ST STE 420 MINNEAPOLIS MN 554023284 NONE PC GENERAL SUPPORT 5000 RADY CHILDREN'S HOSPITAL 3020 CHILDRENS WAY SAN DIEGO CA 92123 NONE PC GENERAL SUPPORT 10000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 322566033 NONE PC GENERAL SUPPORT 5000 SCRIPPS HEALTH FOUNDATION PO BOX 2669 LA JOLLA CA 92038 NONE PC GENERAL SUPPORT 5000 CATHEDRAL CATHOLIC HIGH 5555 DEL MAR HEIGHTS RD SAN DIEGO CA 92130 NONE PC GENERAL SUPPORT 10000 105000 0 14 58082 14 5500 18 5808 0 69390 0 69390 0 0 0 0 0 0 0 0 0 0 X X 1 TOYOTA OF EL CAJON 965 ARNELE AVE EL CAJON CA 92020 220000 X 2 HONDA OF EL CAJON 889 ARNELE AVE EL CAJON CA 92020 120000 X 3 PUENTE HILLS TOYOTA 17070 GALE AVE CITY OF INDUSTRY CA 91748 120000 X ACCOUNTING 9300 800 0 8500 COMM SERV SELECT SECTOR SPDR (XLC) 19459 19459 CONS DISCRET SEL SECT SPDR FD (XLY) 22884 22884 CONS STAPLES SEL SECT SPDR FD (XLP) 37969 37969 ENERGY SEL SECT SPDR FD (XLE) 13106 13106 HEALTH CARE SEL SECT SPDR FD (XLV) 70161 70161 INDUSTRIAL SEL SEC SPDR FD (XLI) 23190 23190 INVESCO CHINA TECHNOLOGY ETF (CQQQ) 17248 17248 ISHARES MSCI CHINA ETF (MCHI) 80412 80412 ISHARES MSCI EAFE ETF (EFA) 278623 278623 MATERIALS SEL SECT SPDR FD (XLB) 6058 6058 REAL ESTATE SELECT SECT SPDR (XLRE) 9435 9435 THE FINANCIAL SEL SECT SPDR FD (XLF) 43739 43739 THE TECHNOLOGY SEL SEC SPDR FD (XLK) 53712 53712 UTILITIES SEL SECT SPDR FUND (XLU) 10672 10672 VANGUARD FTSE DEVELOPED MKTS E (VEA) 79429 79429 VANGUARD LONG-TERM GOVERNMENT (VGLT) 80811 80811 AMERICAN BD FD OF AMERICA F2 (ABNFX) 273068 273068 AMERICAN STRATEGIC BOND F2 (ANBFX) 269799 269799 CALVERT SMALL CAP I (CSVIX) 16171 16171 EV RBERN ALL ASSET STRAT I (EIRAX) 84315 84315 FULLER&THALER BHV SMCP EQ INST (FTHSX) 24539 24539 PIMCO EM MKT LOC CUR & BD I2 (PELPX) 17398 17398 PIMCO INTL BD UNHEDGED I2 (PFUPX) 17480 17480 VICTORY TRIVLNT INTL SML CP I (MISIX) 37363 37363 W S MLP & ENERGY INFRA INST (SMLPX) 71577 71577 FILING FEES 100 0 0 100 OTHER INVESTMENT INCOME 5500 0 0 UNREALIZED GAIN/LOSS 33445 INVESTMENT MANAGEMENT FEES 12735 12735 0 0 FOREIGN TAXES 988 988 0 0