2026-06-15T15:40:52-07:00 2025-12-31 952982890 GOODRICH THOMAS CANNON & REEDS LLP 3200 PARK CENTER DR STE 1170 COSTA MESA CA 92626 990PF 2025-01-01 956818523 FRANCIS H CLOUGHERTY CHARITABLE TRUST FRAN 3233652651 102 S ORANGE GROVE BLVD UNIT 107 PASADENA CA 91105 JOSEPH D CLOUGHERTY Trustee 2026-06-01 true LORILEE ROBERSON-GRACE P01424339 7145460755 2025 2025-03-06 01:10:19Z X 13779128 X X 313563 313563 676682 1074849 676682 2003 2003 992248 992248 5690 2845 2845 23207 2478 113277 113177 100 142174 118500 2945 675000 675000 817174 118500 677945 175074 873748 79767 108301 108301 3539786 3360367 4723990 6261412 6583912 8946837 9880965 10052580 13779128 0 X 9880965 10052580 9880965 10052580 9880965 10052580 9880965 175074 10056039 3459 10052580 CS PUBLICLY TRADED SECURITIES P 2010-10-10 2025-12-31 396054 286662 109392 109392 POPLAR FOREST FUND, LP - S/T LOSS P 2025-01-01 2025-12-31 111505 -111505 -111505 POPLAR FOREST FUND, LP - L/T GAIN P 2001-01-01 2025-12-31 678795 678795 678795 676682 -111505 12145 12145 12145 11560 635 12195 X 50 0 0 false false false false false false false true true CA true false false false false true N/A JOSEPH CLOUGHERTY 9496446609 102 S ORANGE GROVE BLVD UNIT 107 PASADENA CA 91105 false false false false false false false false false false false false false false false false false false false false false false JOSEPH D CLOUGHERTY 102 S ORANGE GROVE BLVD 107 PASADENA CA 91105 Trustee 3.00 0 BERNARD J CLOUGHERTY 944 LINDA VISTA AVE PASADENA CA 91103 Trustee 3.00 0 ANTHONY P CLOUGHERTY 3606 LOMBARDY ROAD PASADENA CA 91107 Foundation Mgr. 3.00 0 KATHLEEN C REGAN 1370 ST ALBANS ROAD SAN MARINO CA 91108 Foundation Mgr. 3.00 0 NONE NONE 4491743 135040 8946837 13573620 0 13573620 203604 13370016 668501 668501 12145 12145 656356 656356 656356 677945 677945 656356 342 56423 69394 1997 128156 677945 0 656356 21589 149745 0 342 149403 56423 69394 1997 21589 JOSEPH D CLOUGHERTY BERNARD J CLOUGHERTY X JOSEPH CLOUGHERTY 102 S ORANGE GROVE BLVD UNIT 107 PASADENA CA 91105 3233652651 LOYOLA MARYMOUNT UNIVERSITY 1 LOYOLA MARYMOUNT UNIVERSITY DR LOS ANGELES CA 90045 PC SUPPORT EDUCATION 10000 BLIND-VISUALLY IMPAIRED EARLY SVCS 104 EAST PARK DRIVE SUITE 100 BRENTWOOD TN 37027 PC SUPPORT CHARITY 135000 ST JOACHIM CATHOLIC SCHOOL 1964 ORANGE AVENUE COSTA MESA CA 92627 PC SUPPORT CHARITY 5000 SANTA TERESITA 819 BUENA VISTA STREET DUARTE CA 91010 PC SUPPORT CHARITY 20000 MAYFIELD SENIOR SCHOOL 500 BELLEFONTAINE ST PASADENA CA 91105 PC SUPPORT EDUCATION 100500 MAYFIELD JUNIOR SCHOOL 405 S EUCLID AVE PASADENA CA 91101 PC SUPPORT EDUCATION 90000 LOYOLA HIGH SCHOOL 1901 VENICE BLVD LOS ANGELES CA 90006 PC SUPPORT EDUCATION 92000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 PC SUPPORT EDUCATION 25000 DOLORES MISSION SCHOOL 170 SOUTH GLESS STREET LOS ANGELES CA 90033 PC SUPPORT EDUCATION 10000 SAINTS FELICITAS PERPETUA CHURCH 1190 PALOMAR ROAD SAN MARINO CA 91108 PC SUPPORT CHARITY 10000 HOLY ANGELS CHURCH OF THE DEAF 4433 S SANTA FE AVE VERNON CA 90058 PC SUPPORT CHARITY 10000 NOTRE DAME ACADEMY 2851 OVERLAND AVE LOS ANGELES CA 90064 PC SUPPORT EDUCATION 15000 USC UNIVERSITY ADVANCEMENT 1150 SOUTH OLIVE ST 25TH FLOOR LOS ANGELES CA 90015 PC USC FETAL SURGERY PROGRAM FUND 25000 ST PHILIP THE APOSTLE SCHOOL 1363 CORDOVA ST PASADENA CA 91106 PC SUPPORT CHARITY 10000 MATER DOLOROSA PASSIONIST RETREAT C 700 N SUNNYSIDE AVE SIERRA MADRE CA 91024 PC SUPPORT CHARITY 10000 ST ANDREW CATHOLIC CHURCH 311 N RAYMOND AVENUE PASADENA CA 91103 PC SUPPORT CHARITY 20000 IMMACULATE HEART 5515 FRANKLIN AVENUE LOS ANGELES CA 90028 PC SUPPORT EDUCATION 10000 LA SALLE COLLEGE PREPATORY 3880 E SIERRA MADRE BLVD PASADENA CA 91107 NONE PC COLLEGE PREPARATORY 10000 LA FOOD BANK 1734 E 41ST STREET LOS ANGELES CA 90058 NONE PC FOOD BANK 10000 MATER DEI HIGH SCHOOL 1202 W EDINGER AVE SANTA ANA CA 92707 NONE PC EDUCATION 2500 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 PC BREAST CANCER 20000 PASADENA COMMUNITY FOUNDATION FIRES 301 E COLORADO BLVD SUITE 810 PASADENA CA 91101 NONE PC long-term recovery & rebuilding of Altadena after Eaton Fire. 35000 675000 14 313563 18 676682 POPLAR FOREST FUND, L.P. 14 2003 992248 992248 false false false false false false false false false false GOODRICH, THOMAS, CANNON & REEDS, LLP 5690 2845 0 2845 RIVERVIEW START OPP I OFF 36055 36055 310.2750 SH - VANGUARD GROWTH INDEX AD 47120 77922 1740.000 SH - ISHARES MSCI JAPAN ETF 115828 140488 11350.0000 SH - SCHWAB US LARGE CAP 265620 370237 3,373.0000 SH - VANGUARD FTSE EUROPE 222722 282017 110.0000 SH - VANGUARD GROWTH ETF 33090 53665 1,930.0000 SH - VANGUARD MEGA CAP GROWTH 500228 796646 745.0000 SH - VANGUARD S&P 500 ETF 286999 467212 7,490.0000 SH -VANGUARD TOTAL 458843 565046 7320.0000 SH - VANGUARD TOTAL WORLD 739616 1032559 15880.0000 SH - ST STRT SPDR PRTFL S&P 654246 902143 POPLAR FOREST FUND AT COST 6583912 8946837 MORGAN STANLEY UNREALIZED LOSSES 3459 ADVISOR FEES 34441 34441 FILING FEES 100 100 POPLAR PORTFOLIO EXPENSES 78736 78736 POPLAR FOREST FUND, L.P. 2003 2003 FEDERAL EXCISE TAXES 20729 FOREIGN TAXES 2478 2478