2025-10-14T03:46:24-05:00 2024-12-31 862173932 THE LAW OFFICE OF CHRISTOPHER K POLING 2901 W COAST HIGHWAY SUITE 200 NEWPORT BEACH CA 92663 990PF 2024-01-01 680643307 THE FOUNDATION FOR ST CYRIL SCHOOL FOUN 2137009535 16350 VENTURA BOULEVARD D-101 ENCINO CA 91436 JAMES FITZGERALD PRESIDENT 2137009535 2025-10-14 1 0 CHRIS POLING P01968178 9492707450 X 2024 2025-03-06 01:10:19Z X 956443 X 10000 X 64 64 64 24947 24947 24947 25464 329139 29648 60475 54659 25011 0 0 0 0 6770 0 0 6770 4583 4583 0 0 50 0 0 50 851 0 0 851 12254 4583 0 7671 55451 55451 67705 4583 0 63122 -7230 50076 25011 19180 123917 123917 21529 0 0 572912 487004 785967 19995 17585 46559 839 0 0 634455 628506 956443 0 0 X 0 0 0 0 634455 628506 634455 628506 634455 628506 634455 -7230 2381 629606 1100 628506 40.000 AMGEN INC (AMGN) 2017-06-28 2024-03-05 11136 6952 4184 4184 5.000 BROADCOM INC (AVGO) 2022-09-08 2024-03-05 6814 2546 4268 4268 100.000 ONEOK INC (OKE) 2021-12-07 2024-03-05 7789 6318 1471 1471 50.000 QUALCOMM INC (QCOM) 2022-03-24 2024-03-05 8164 7871 293 293 25.000 WILLIAMS SONOMA (WSM) 2021-12-07 2024-03-05 5986 4592 1394 1394 25.000 FIRST SOLAR INC (FSLR) 2023-12-14 2024-04-19 4412 3995 417 417 50.000 NEXTERA ENERGY INC (NEE) 2024-03-05 2024-04-19 3220 2814 406 406 100.000 PFIZER INC (PFE) 2023-05-30 2024-04-19 2563 3705 -1142 -1142 25.000 WILLIAMS SONOMA (WSM) 2021-12-07 2024-03-27 7783 4592 3191 3191 25.000 BOEING CO. (BA) 2018-11-08 2024-04-19 4285 9260 -4975 -4975 250.000 CLEVELAND CLIFFS INC (CLF) 2022-05-10 2024-04-19 5207 5518 -311 -311 50.000 PFIZER INC (PFE) 2019-07-23 2024-04-19 1282 2037 -755 -755 50.000 FIRST SOLAR INC (FSLR) 2023-12-14 2024-05-29 14142 7991 6151 6151 300.000 CVS HEALTH CORP (CVS) 2023-03-28 2024-05-29 16046 21952 -5906 -5906 25.000 QUALCOMM INC (QCOM) 2022-03-24 2024-05-29 5239 3935 1304 1304 25.000 FIRST SOLAR INC (FSLR) 2023-12-14 2024-06-13 7253 3995 3258 3258 10.000 BROADCOM INC (AVGO) 2022-09-08 2024-06-13 16794 5092 11702 11702 300.000 DOW INC (DOW) 2023-01-01 2024-06-13 16852 14582 2270 2270 50.000 NEXTERA ENERGY INC (NEE) 2024-03-05 2024-09-09 4042 2814 1228 1228 750.000 CAMPING WORLD HLDGS INC (CWH) 2024-05-30 2024-09-16 18382 14876 3506 3506 42.000 AMERICAN ELEC PWR CO INC (AEP) 2018-11-08 2024-09-09 4357 3118 1239 1239 250.000 CAMPING WORLD HLDGS INC (CWH) 2022-03-23 2024-09-09 5451 7331 -1880 -1880 25.000 DIGITAL RLTY TR INC (DLR) 2016-12-12 2024-09-09 3724 2410 1314 1314 45.000 IBM CORP (IBM) 2018-04-17 2024-09-09 9143 6850 2293 2293 250.000 CAMPING WORLD HLDGS INC (CWH) 2022-06-15 2024-09-18 6127 6241 -114 -114 125.000 BOEING (BA) 2024-01-01 2024-10-31 19423 20345 -922 -922 1,750.000 CLEVELAND CLIFFS INC (CLF) 2024-01-01 2024-11-12 22231 33462 -11231 -11231 1250.000 FORD MTR CORP (F) 2023-01-01 2024-12-12 12941 16748 -3807 -3807 25.000 IBM CORP (IBM) 2023-01-01 2024-12-12 5795 3736 2059 2059 150.000 ONEOK (OKE) 2023-01-01 2024-12-12 15659 9468 6191 6191 25.000 WILLIAMS SONOMA (WSM) 2023-01-01 2024-12-12 4763 2296 2467 2467 63185.250 TREASURY OBLIG MO NEY INV (SNOXX) 2023-01-01 2024-12-12 63185 63185 0 0 CAPITAL GAINS DIVIDENDS P 85 85 85 29648 1671 696 0 696 0 696 0 0 0 0 0 24 720 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 0 N/A JAMES FITZGERALD 2137009535 16350 VENTURA BOULEVARD D-101 ENCINO CA 91436 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KHALED ABDELWAHED 16350 VENTURA BLVD SUITE D-101 ENCINO CA 91436 PRESIDENT/DIRECTOR 3.00 0 0 0 JONATHAN O'BRIEN 16350 VENTURA BLVD SUITE D-101 ENCINO CA 91436 TREASURER/DIRECTOR 3.00 0 0 0 JAMES FITZGERALD 16350 VENTURA BLVD SUITE D-101 ENCINO CA 91436 SECRETARY/DIRECTOR 3.00 0 0 0 MICHELLE ESTRELLADO 16350 VENTURA BLVD SUITE D-101 ENCINO CA 91436 DIRECTOR 1.00 0 0 0 EVA COHEN 16350 VENTURA BLVD SUITE D-101 ENCINO CA 91436 DIRECTOR 1.00 0 0 0 TONY PASTOORS 16350 VENTURA BLVD SUITE D-101 ENCINO CA 91436 DIRECTOR 1.00 0 0 0 FABIOLA CARENNO 16350 VENTURA BLVD SUITE D-101 ENCINO CA 91436 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 905041 22730 0 927771 0 0 927771 13917 913854 45693 45693 696 696 44997 0 44997 0 44997 63122 0 63122 44997 0 0 7161 29591 36752 63122 0 0 0 44997 18125 0 0 54877 0 0 0 0 0 0 7161 47716 29591 18125 X SAINT CYRIL OF JERUSALEM SCHOOL 4548 HASKELL AVENUE ENCINO CA 91436 PC TO FUND AND SUPPORT EDUCATION PROGRAMS 55451 55451 0 14 64 14 24947 18 25464 0 50475 0 50475 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6770 0 0 6770 250.000 SH AMER ELECTRIC PWR CO (AEP) 18261 23058 120.000 SH AMGEN (AMGN) 20155 31277 1000.000 SH BANK OF AMERICA (BAC) 31324 43950 100.000 SH CATERPILLAR INC (CAT) 8860 36276 200.000 SH CHEVRON CORP (CVX) 20693 28968 550.000 SH CISCO SYSTEMS INC (CSCO) 13520 32560 80.000 SH DEERE & CO (DE) 6308 33896 210.000 SH DUKE ENERGY CORP (DUK) 18759 22625 175.000 SH IBM CORP (IBM) 25746 38470 200.000 SH JOHNSON & JOHNSON (JNJ) 13099 28924 250.000 SH JPMORGAN CHASE & CO (JPM) 14789 59928 279.000 SH MEDTRONIC PLC (MDT) 23397 22287 275.000 SH MERCK & CO INC (MRK) 8503 27357 175.000 SH PEPSICO INC (PEP) 20361 26611 750.000 SH PFIZER INC (PFE) 14708 19898 300.000 SH PRUDENTIAL FINL (PRU) 25789 35559 350.000 SH ONEOK INC (OKE) 21532 35140 200.000 SH QUALCOMM INC (QCOM) 26346 30724 175.000 SH WILLIAMS SONOMA (WSM) 13619 32407 100.000 AMAZON INC (AMZN) 18748 21939 175.000 ADVANCED MICRO DEVICE (AMD) 27206 21138 150.000 BROADCOM INC (AVGO) 7638 34776 100.00 EATON CORP PLC (ETN) 28972 33187 150.000 FIRST SOLAR INC. (FSLR) 26270 26436 1000.000 FORD <TR CP DE: (F) 11575 9900 400.000 SH NEXTERA ENERGY INC (NEE) 20826 28676 300.000 INVESCO DYNAMIC ETF (PBE) AT COST 5856 19959 150.000 DIGITAL REALTY TRUST REIT (DLR) AT COST 11729 26600 ACCRUED INCOME 839 0 0 IRS PAYMENT 1100 WEBSITE 406 0 0 406 OFFICE EXPENSES 445 0 0 445 ADJUST INVENTORY COST BASIS 2381 INVESTMENT ADVISOR FEES 4583 4583 0 0 CALIFORNIA STATE TAX 50 0 0 50