2026-08-24T11:22:20-05:00 2025-12-31 954184303 COLDWELL SCLAFANI & COMPANY LLP 3239 NORTH VERDUGO ROAD GLENDALE CA 912081633 990PF 2025-01-01 956481575 THE ETHEL WILSON BOWLES AND ROBERT BOWLES MEMORIAL FUND ETHE 6267969123 301 EAST COLORADO BOULEVARD 900 PASADENA CA 91101 RITA M DIAZ CO-TRUSTEE 6267969123 2026-08-24 1 LOUIS SCLAFANI P00021890 8182492085 2025 2025-03-06 01:10:19Z X X 28320277 X X 262322 262322 564914 553554 664799 1153934 664799 1492035 1480675 201516 0 0 8484 4242 0 2435 1218 0 34684 0 0 442 0 0 247561 5460 0 1010102 1010102 1257663 5460 1010102 234372 1475215 11748 6932 6932 335709 327610 327610 3529736 3277064 25217139 2271452 2762235 2762235 7126 6361 6361 6155771 6380202 28320277 0 0 X 0 0 6843329 6833388 -687558 -453186 6155771 6380202 6155771 6380202 6155771 234372 0 6390143 9941 6380202 5,000 SHS INTEL CORP P 2011-10-06 2025-05-02 101146 110226 -9080 -9080 400 SHS PAYCHEX INC P 2017-05-09 2025-12-02 43396 23617 19779 19779 3,000 SHS UPS INC B P 2015-04-17 2025-12-02 283923 241424 42499 42499 500 SHS ACCENTURE PLC IRELD CL A P 2012-01-19 2025-12-02 130334 27350 102984 102984 1,500 SHS GENERAL MILLS INC P 1989-10-30 2025-05-12 80592 1645 78947 78947 7,000 SHS GENERAL MILLS INC P 1989-10-30 2025-12-02 319124 7679 311445 311445 185 SHS INTL BUSINESS MACHS CORP P 1989-10-30 2025-06-10 50379 2332 48047 48047 325 SHS JOHNSON & JOHNSON P 1989-10-30 2025-06-10 50399 513 49886 49886 1,000 SHS UPS INC B P 2005-06-02 2025-12-02 94641 74349 20292 20292 664799 20505 0 20505 0 20505 23520 0 0 0 20505 X 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A RITA M DIAZ 6267969123 301 EAST COLORADO BLVD 900 PASADENA CA 91101 0 0 0 0 0 0 0 0 1 2024 1 0 0 0 0 0 0 0 0 0 0 0 0 SALLY A TERRY 301 EAST COLORADO BLVD 900 PASADENA CA 91101 CO-TRUSTEE 1.00 100758 0 0 RITA M DIAZ 301 EAST COLORADO BLVD 900 PASADENA CA 91101 CO-TRUSTEE 1.00 100758 0 0 NONE 0 NONE 0 SEE LIST OF DONATIONS MADE BY THIS ORGANIZATON. THE PRIMARY PURPOSE OF THIS ORGANIZATION IS TO PROVIDE GRANTS TO CERTAIN 501(C)(3) ORGANIZATIONS FOR THE PURPOSE INDICATED ON THE ATTACHED LIST OF DONATIONS. 1140102 0 27009433 266126 0 27275559 0 0 27275559 409133 26866426 1343321 1343321 20505 20505 1322816 0 1322816 0 1322816 1010102 0 1010102 1322816 1140102 0 0 1010102 1010102 0 0 0 0 0 0 0 0 0 0 130000 1322816 0 0 0 X NO GRANTS ARE MADE TO INDIVIDUAL AP 301 EAST COLORADO BOULEVARD PASADENA CA 91101 6267969123 N/A N/A N/A CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BOULEVARD LOS ANGELES CA 90027 NONE PC MEDICAL PURPOSES 130000 CITY OF HOPE 208 WEST EIGHTH STREET LOS ANGELES CA 90014 NONE PC NEEDY PATIENTS 115000 HUNTINGTON MEDICAL RESEARCH INSTITUTE 686 S FAIR OAKS AVE PASADENA CA 91105 NONE PC MEDICAL RESEARCH 55000 HUNTINGTON MEMORIAL HOSPITAL 100 WEST CALIFORNIA BOULEVARD PASADENA CA 91101 NONE PC MEDICAL PURPOSES 120000 LUCILLE PACKARD CHILDREN'S HOSPITAL AT STANFORD 520 WILLOW ROAD PALO ALTO CA 94303 NONE PC MEDICAL PURPOSES 115000 REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN FRANCISCO MEDICAL CENTER 1111 FRANKLIN STREET OAKLAND CA 94607 NONE PC SUPPORT OF MEDICAL SCHOOL 110000 SHRINERS CHILDREN'S 2900 NROCKY POINT DR TAMPA FL 33607 NONE PC MEDICAL PURPOSES 30000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC MEDICAL RESEARCH 110000 UCLA FOUNDATON - UCLA OPERATION MEND 10945 LA CONTE AVE SUITE 3132 LOS ANGELES CA 90095 NONE PC MEDICAL CARE TO WOUNDED WARRIORS 130000 UNION STATION HOMELESS SERVICES 825 E ORANGE GROVE BLVD PASADENA CA 91104 NONE PC SUPPORT HOMELESS PEOPLE 25102 ISABEL'S CHANCE 1140 STRATFORD AVENUE SOUTH PASADENA CA 91030 NONE PC MEDICAL PURPOSES 20000 YOUNG & HEALTHY 136 W PEORIA ST PASADENA CA 91103 NONE PC MEDICAL PURPOSES 50000 1010102 0 14 262322 14 564914 18 664799 0 1492035 0 1492035 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2435 1218 0 CORPORATE SECURITIES 2943292 24898159 MUTUAL FUNDS 333772 318980 NOTES RECEIVABLE - RODRIGUEZ AT COST 162235 162235 NOTES RECEIVABLE - LANFEAR AT COST 2200000 2200000 NOTES RECEIVABLE - SHERTZER AT COST 200000 200000 NOTES RECEIVABLE - SEAMER/KRAMER AT COST 200000 200000 LEGAL 8484 4242 0 DUE FROM BROKER (DIVIDEND CARLYLE) 7126 6361 6361 ADJUSTMENT TO SECURITIES COST BASIS 9941 CA AG FILING FEE 200 0 0 BANK FEES 242 0 0 FEDERAL EXCISE TAX 34684 0 0