2026-05-26T16:17:35-05:00 2025-12-31 900751149 FOCUS PARTNERS WEALTH LLC 540 COWPER STREET SUITE 100 PALO ALTO CA 94301 990PF 2025-01-01 810855380 BESHOFF FAMILY FOUNDATION INC BESH 4083542700 37 RANCHO SAN CARLOS ROAD CARMEL CA 939237714 LIZA A BESHOFF DIRECTOR, CFO, SECRETARY 4083542700 2026-05-20 1 ROBERT J EMENS P00621240 6506186388 2025 2025-03-06 01:10:19Z X 255269 X X 4028 4028 26969 46052 26969 30997 30997 0 0 0 3753 3753 0 409 409 0 25 25 0 4187 4187 0 17400 17400 21587 4187 17400 9410 26810 -6259 -4831 -4831 402 147 147 100000 100000 100000 170077 159953 159953 264220 255269 255269 0 0 X 0 0 0 0 264220 255269 264220 255269 264220 255269 264220 9410 0 273630 18361 255269 VDIGX GAIN DISTRIBUTION 2024-01-01 2025-01-01 23062 23062 23062 VDIGX SALE 2024-06-28 2025-08-07 22990 19083 3907 3907 26969 373 0 373 0 373 147 0 600 0 747 0 374 374 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A FOCUS PARTNERS WEALTH LLC 6506186388 540 COWPER STREET SUITE 100 PALO ALTO CA 94301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAYMOND L BESHOFF 37 RANCHO SAN CARLOS ROAD CARMEL CA 939237714 DIRECTOR, PRESIDENT 1.00 0 0 0 LIZA A BESHOFF 37 RANCHO SAN CARLOS ROAD CARMEL CA 939237714 DIRECTOR, CFO, SECRETARY 2.50 0 0 0 NONE 0 NONE 0 0 266989 -6958 0 260031 0 0 260031 3900 256131 12807 12807 373 373 12434 0 12434 0 12434 17400 0 17400 12434 0 0 13223 13223 17400 0 0 0 12434 4966 0 0 18189 0 0 0 0 0 0 0 18189 13223 4966 RAYMOND L BESHOFF LIZA A BESHOFF X RAYMOND L BESHOFF AND LIZA A BESHOF 540 COWPER STREET SUITE 100 PALO ALTO CA 94301 6506186388 N/A N/A N/A BOYS AND GIRLS CLUBS OF MONTEREY COUNTY FEIN 94-17002753 1332 LA SALLE SEASIDE CA 93955 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO INSPIRE AND EMPOWER YOUTH TO REALIZE THEIR FULL POTENTIAL AS RESPONSIBLE, HEALTHY, PRODUCTIVE, AND SUCCESSFUL CITIZENS. 5000 BRIGHTER BITES FEIN 47-4070026 PO BOX 25456 HOUSTON TX 77265 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO IMPROVE HEALTH OUTCOMES AMONG CHILDREN AND FAMILIES IN UNDER-RESOURCED COMMUNITIES THROUGH PROVIDING FRESH PRODUCE AND NUTRITION EDUCATION. 1200 MONTEREY BAY FC CHARITABLE FOUNDATION FEIN 39-2105579 4111 2ND AVE SEASIDE CA 93955 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO INCREASE PARTICIPATION & SPREAD THE BENEFITS OF BELONGING TO A SOCCER COMMUNITY THROUGH TRAINING, COACHING, EQUIPMENT ACQUISITION, OR ANY OUTREACH PROGRAM THAT PROMOTES THE LIFE SKILLS AND RESOURCES NEEDED FOR CONFIDENCE AND SUCCESS ON AND OFF THE PITCH. 5000 BREAST CANCER ASSISTANCE GROUP OF MONTEREY COUNTY FEIN 91-1972448 POO BOX 221582 CARMEL CA 93922 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES FACING HEREDITARY BREAST, OVARIAN, AND RELATED CANCERS. 5000 BEST BUDDIES INTERNATIONAL FEIN 52-1614576 100 SE 2ND ST STE 2200 MIAMI FL 33131 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO ESTABLISH A GLOBAL VOLUNTEER MOVEMENT THAT CREATES OPPORTUNITIES FOR ONE-TO-ONE FRIENDSHIPS, INTEGRATED EMPLOYMENT, LEADERSHIP DEVELOPMENT, INCLUSIVE LIVING, AND FAMILY SUPPORT FOR INDIVIDUALS WITH INELLECTUAL AND DEVELOPMENTAL DISABILITIES. 200 THE SANTA LUCIA CONSERVANCY FEIN 77-0411485 5240 CARMEL VALLEY RD CARMEL CA 93923 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO PROTECT AND STEWARD IN PERPETUITY THE UNIQUE NATURAL, CULTURAL, AND AESTHETIC RESOURCES OF THE PRESERVE, AND PROMOTE RESIDENTIAL COMMUNITIES THAT ARE ECOLOGICALLY SENSITIVE. 1000 17400 0 14 4028 18 26969 0 30997 0 30997 0 0 0 0 0 0 0 0 0 0 OPTIMUS OUTCOME INC 75000 75000 DAILY NUMBER INC 25000 25000 VANGUARD DIVIDEND GROWTH FUND FMV 159953 159953 LEGAL FEES 3753 3753 0 FAIR MARKET VALUE ADJUSTMENT 18361 STATE FEES 25 25 0