2026-08-31T09:07:59-07:00 2025-12-31 364587059 Clarity Group Financial 27141 Aliso Creek Rd Ste 205 Aliso Viejo CA 92656 990PF 2025-01-01 331286196 GleicherChen Family Foundation co Damon Chen Trustee GLEI 9493947281 10161 Park Run Drive 150 Las Vegas NV 89145 Damon Chen Trustee 2026-08-31 true Jill C Griffith P00520493 9493409643 2025 X 3532163 X 2118934 27 27 90059 90059 105844 4298697 619864 2314864 709950 26310 26310 3025 3025 1500 1500 1559 1559 2547 2547 7374 7374 42315 7374 34941 219130 219130 261445 7374 254071 2053419 702576 1400005 65091 65091 3467072 3467072 1400005 3532163 3532163 0 X 1400005 3532163 1400005 3532163 1400005 3532163 1400005 2053419 284255 3737679 205516 3532163 Fidelity Trades D 2025-05-05 2025-07-11 1600000 1027706 572294 572294 Bank of America Trades P 2025-06-30 2025-07-01 2476606 2476580 26 26 Bank of America Trades P 2025-06-30 2025-07-01 174075 174547 -472 -472 Capital Gains Dividends P 48016 48016 48016 619864 9766 9766 9766 7600 2500 10100 X 392 58 0 false false false false false false false false true true false false false false true N/A M Distefano CPA retired 7144018201 PO Box 3865 Tustin CA 92781 false false false false false false false false false false false false false false false false false false false false false false Damon Chen 16 Aristotle Irvine CA 92603 Trustee 2.00 0 Howard Gleicher 16 Aristotle Irvine CA 92603 Trustee 2.00 0 NONE NONE 2472336 143798 0 2616134 0 2616134 39242 2576892 128845 128845 9766 9766 119079 119079 119079 254071 254071 119079 97001 97001 254071 0 119079 134992 231993 0 231993 97001 134992 Damon Chen Howard Gleicher X Radiant Health Centers 17982 Skypark Circle J Irvine CA 92614 none PC Qualifying Charitable Distribution 100000 City Year Inc 606 S Olive Street Los Angeles CA 90014 none PC Qualifying Charitable Distribution 5000 Segerstrom Center 600 Town Center Drive Costa Mesa CA 92626 none PC Qualifying Charitable Distribution 5000 Center Theater Group 601 W Temple Steet Los Angeles CA 90012 none PC Qualifying Charitable Distribution 8000 Chabad Center for Jewish Life 2240 University Drive Newport Beach CA 92660 none PC Qualifying Charitable Distribution 35000 Kaleidoscope Child Foundation 2470 Pine Cove Drive Tucker GA 30084 none PC Qualifying Charitable Distribution 5000 Apla Health 611 S Kingsley Drive Los Angeles CA 90005 none PC Qualifying Charitable Distribution 25000 Crohns Colitis Foundation 733 Third Avenue New York NY 10017 none PC Qualifying Charitable Distribution 1000 Simon Wiesenthal Center 1399 S Roxbury Drive Los Angeles CA 90035 none PC Qualifying Charitable Distribution 6000 Jewish Federation of OC 1 Federation Way Irvine CA 92603 none PC Qualifying Charitable Distribution 1750 Neuroendocrine Tumor Research Fndn 100 Hancock Street Quincy MA 02171 none PC Qualifying Charitable Distribution 880 Skirball Cultural Center 2701 N Sepulveda Blvd Los Angeles CA 90049 none PC Qualifying Charitable Distribution 25000 Irvine Barclay Theater 4199 Campus Drive Irvine CA 92612 none PC Qualifying Charitable Distribution 500 American Film Institute 2021 N Western Avenue Los Angeles CA 90027 none PC Qualifying Charitable Distribution 1000 219130 14 27 14 90059 14 105844 195930 195930 false false false false false false false false false false X X 1 Howard Gleicher and Damon Chen 16 Aristotle Irvine CA 92603 2118934 X 1 49,710 SHS AIQQX; 72,310 SHS AIFFX 2118934 2025-05-05 Accounting 3025 0 0 3025 Bank of America AT COST 2429846 2429846 Fidelity AT COST 1037226 1037226 Legal 26310 0 0 26310 Deferred Gains 205516 Asset Mgmt Fees 7374 7374 Federal Taxes 1500 1500