2026-03-20T11:37:28-04:00 2025-12-31 208213206 ABEL KRIEGER & WILMETH CPA'S 73-350 EL PASEO SUITE 201 PALM DESERT CA 92260 990PF 2025-01-01 946074770 MALCOLM CRAVENS FOUNDATION MALC 7608407884 PO BOX 725 CARDIFF CA 92007 CHRISTINA T GUTMAN VICE PRESIDENT 7608407884 2026-03-12 DAVID L ABEL P00352074 7603467413 2026-03-12 2025 2025-03-06 01:10:19Z X 1647739 X X 31 31 31 31330 31330 31330 138015 183047 53652 135 135 135 169511 85148 31496 30000 2250 1700 1700 1375 1375 326 326 33401 5651 0 83000 83000 116401 5651 83000 53110 79497 31496 1537 55010 55010 14217 640388 654242 1592729 656142 709252 1647739 0 X 279232 279232 376910 430020 656142 709252 656142 709252 656142 53110 709252 709252 53652 1105 1105 1105 840 840 265 false false false false false false false true true CA true false false false false true N/A CHRISTINA GUTMAN GUTMAN CPA 7608407884 725 CARDIFF CA 92007 false false false false false false false false false false false false false false false false false false false false CAROL C CRAVENS PO BOX 725 CARDIFF CA 92207 PRESIDENT 000.00 0 0 0 MARTHA B CRAVENS PO BOX 725 CARDIFF CA 92207 VICE PRESIDE 000.00 0 0 0 SUSAN C GOOD PO BOX 725 CARDIFF CA 92207 VICE PRESIDE 000.00 0 0 0 JOAN C TAYLOR PO BOX 725 CARDIFF CA 92207 VICE PRESIDE 000.00 0 0 0 MARTHA CRAVENS PO BOX 725 CARDIFF CA 92207 VICE PRESIDE 000.00 0 0 0 CHRISTINA T GUTMAN PO BOX 725 CARDIFF CA 92207 VICE PRESIDE 000.00 30000 0 0 NONE NONE N/A 1621112 29693 0 1650805 1650805 24762 1626043 81302 81302 1105 1105 80197 80197 80197 83000 83000 80197 5289 7331 5887 4098 7066 29671 83000 80197 2803 32474 0 5289 27185 7331 5887 4098 7066 2803 CHRISTINA T GUTMAN PO BOX 725 CARDIFF CA 92007 7608407884 CG@GUTMANCPA.COM IN WRITING ONGOING CHARITABLE SEE ATTACHED STATEMENT VARIOUS ATTACHED VARIOUS ATTACHED VARIOUS ATTACHED CA 94103 PC CHARITABLE 83000 83000 14 31 14 31330 14 135 138015 31496 138015 169511 false false false false false false false false false false ACCOUNTING & TAX PREP 1700 1700 BLACKROCK GLOBAL ALLOCATION FN 2010-05 PURCHASE 2025-09 20002 17883 2119 CIGNA GROUP 1957-08 PURCHASE 2025-09 50003 213 49790 LINCOLN NATL CORP 1980-07 PURCHASE 2025-09 20100 2785 17315 AMER FUNDS NEW WORLD 2010-05 PURCHASE 2025-01 39290 24151 15139 UBS COMMON STOCK 13620 696604 UBS CLOSED END FUNDS 70319 81262 UBS MUTUAL FUNDS 472909 711906 UBS MUTUAL FUNDS OTHER 97394 102957 EXPENSES UBS ANNUAL ACCOUNT FEE 175 175 UBS INVESTMENT EXPENSE 151 151 NON TAXABLE DISTRIBUTION 135 135 135 US TREASURY 75 75 FOREIGN TAX PAID (UBS) 246 246 FEDERAL IBUSINESS TO BUSINESS SECRETARY OF STATE 25 25 FEDERAL INCOME TAX/2024 BALANCE 189 189 FEDERAL EST TAX FORM 990/2025 840 840