2025-06-02T16:13:32-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 7098 E COCHISE RD STE 100 SCOTTSDALE AZ 85253 990PF 2024-01-01 866148404 HERBERT K CUMMINGS CHARITABLE TRUST HERB 4804831170 PO BOX 653 PACIFIC PALISADES CA 90272 JAMES CUMMINGS TRUSTEE 4804831170 2025-05-16 1 1 KELSEY L PHILLIPS CPA P01766074 4804831170 2025-05-15 2024 2025-03-06 01:10:19Z X 4569991 X X 69645 69645 134971 150487 134971 204616 204616 0 0 0 4738 2369 2369 4702 48 0 3627 1813 1814 294 147 147 13361 4377 4330 258157 258157 271518 4377 262487 -66902 200239 54683 115609 115609 49 16 16 1350892 1474645 4266558 128658 122697 160947 27835 26861 26861 1562117 1739828 4569991 206 0 206 0 X 1921472 1921472 0 0 -359561 -181644 1561911 1739828 1562117 1739828 1561911 -66902 244833 1739842 14 1739828 WELLS FARGO ADVISORS P 150487 15501 134986 134986 ENTERPRISE PRODUCTS PARTNERS P 15 -15 -15 134971 2783 0 2783 0 2783 2800 0 0 0 2800 X 0 17 17 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 1 1 NA BAKER TILLY ADVISORY GROUP LP 4804831170 7098 E COCHISE ROAD SUITE 100 SCOTTSDALE AZ 85253 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES J CUMMINGS PO BOX 1633 PACIFIC PALISADES CA 90272 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4350102 85171 83980 4519253 0 0 4519253 67789 4451464 222573 222573 2783 2783 219790 0 219790 0 219790 262487 0 262487 219790 0 0 1561 1439 22006 25006 262487 0 0 0 219790 42697 0 0 67703 0 0 0 0 0 0 1561 66142 1439 22006 42697 X JEWISH COMMUNITY FOUNDATION 6505 WILSHIRE BLVD STE 1200 LOS ANGELES CA 90048 NONE PUBLIC CHARITY CHARITABLE PURPOSE 258157 258157 0 14 69645 18 134971 0 204616 0 204616 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4738 2369 2369 ABBOTT LABORATORIES 39837 124421 ABBVIE INC 67443 248780 ALPHABET INC CL A 17378 283950 ALPHABET INC CL C 17323 285660 APPLE INC 4826 300504 APPLIED MATERIALS INC 76191 105384 BERKSHIRE HATHAWAY INC 51207 271968 CIGNA CORP 47792 83947 COCA-COLA COMPANY 41713 89032 CUMMINS INC 45985 244020 ELI LILLY & CO 32564 308800 GOLDMAN SACHS INVESTOR MONEY MARKET FUND CL I 325000 325000 GRAINGER W W INC 36702 287756 JOHNSON & JOHNSON 98072 108465 JP MORGAN CHASE & CO 37779 239710 MCCORMICK & CO INC 72411 91488 MICROSOFT CORP 76335 102846 MONDELEZ INTL INC 39488 96464 NATIONAL HEALTH INVS INC 127558 137907 O'REILLY AUTOMOTIVE INC 8792 271548 SEMPRA ENERGY 57704 96492 ORACLE CORP 76327 97151 NXP SEMICONDUCTORS NV 76218 65265 16 16 0 0 ENTERPRISE PRODUCTS PARTNERS AT COST 12697 78400 GIGAWATT GLOBAL AT COST 110000 82547 SUSPENDED LOSSES FROM PTP ENTERPRISE PRODUCTS PARTNERS 24563 25318 25318 DIVIDENDS RECEIVABLE 3272 1543 1543 PARTNERSHIP NONDEDUCTIBLES/NONTAXABLE 14 POSTAGE BOX FEE 294 147 147 DIFFERENCE IN FAIR MARKET VALUE AND COST BASIS OF STOCK GRANTED 244833 JAMES CUMMINGS 206 0 FEDERAL TAXES 4654 0 0 FOREIGN TAX 48 48 0