2026-05-27T13:59:28-05:00 2025-11-30 201732004 KISINGER ACCOUNTANCY CORPORATION 1475 WEST PARK AVENUE REDLANDS CA 923738178 990PF 2024-12-01 770018844 THE JOHN AND MILDRED MEDIC WUCHENICH FOUNDATION JOHN 9097987122 248 GRANDVIEW DRIVE REDLANDS CA 92373 DANIELLE E WUCHENICH PRESIDENT 9097987122 2026-05-19 1 0 RONALD A KISINGER CPA P00119274 9097938225 2026-05-22 2024 2025-03-06 01:10:19Z X 3496215 X 201143 73 73 52783 52783 306542 1235803 306542 560541 359398 0 0 0 290 0 0 6465 0 0 26985 0 0 12787 0 0 16851 0 0 136 0 0 63514 0 0 195761 195761 259275 0 195761 301266 359398 12963 18494 18494 2700186 3070352 3409681 142471 68040 68040 2855620 3156886 3496215 0 0 X 0 0 0 0 2855620 3156886 2855620 3156886 2855620 3156886 2855620 301266 0 3156886 0 3156886 260 SHRS AMERICAN NTNL GROUP 9.987% PFD CALLABLE P 2025-10-06 6500 6435 65 65 460 SHRS ARGO GROUP INTL HLDG 7% PFD CALLABLE P 2025-09-15 11500 10637 863 863 2000 SHRS PARK-OHIO INDUSTRIES 6.625% 04/15/2027 CALLABLE P 2022-05-10 2025-08-15 2000 1765 235 235 210 SHRS SCORPIO TANKERS INC. 7% 06/30/2025 PFD CALLABLE P 2025-03-03 5250 5288 -38 -38 5000 SHRS US TREASURY BILL 01/30/2025 P 2024-11-26 2025-01-13 4991 4961 30 30 10000 SHRS US TREASURY BILL 01/30/2025 P 2024-11-26 2025-01-15 9984 9921 63 63 5000 SHRS US TREASURY BILL 01/30/2025 P 2024-11-26 2025-01-17 4995 4961 34 34 35000 SHRS US TREASURY BILL 01/30/2025 P 2024-11-26 2025-01-21 34967 34725 242 242 20000 SHRS US TREASURY BILL 01/30/2025 P 2024-11-26 2025-01-27 19995 19843 152 152 5000 SHRS US TREASURY BILL 04/03/2025 P 2025-01-30 2025-02-10 4970 4964 6 6 7000 SHRS US TREASURY BILL 04/03/25 P 2025-01-30 2025-02-27 6972 6949 23 23 15000 SHRS US TREASURY BILL 04/03/25 P 2025-01-30 2025-03-03 14947 14891 56 56 8000 SHRS US TREASURY BILL 04/03/2025 P 2025-01-30 2025-03-04 7973 7942 31 31 8000 SHRS US TREASURY BILL 04/03/2025 P 2025-01-30 2025-03-07 7977 7942 35 35 4000 SHRS US TREASURY BILL 04/03/2025 P 2025-01-30 2025-03-11 3990 3971 19 19 5000 SHRS US TREASURY BILL 04/03/25 P 2025-01-30 2025-03-19 4992 4964 28 28 3000 SHRS US TREASURY BILL 04/03/2025 P 2025-01-30 2025-03-21 2996 2978 18 18 35000 SHRS US TREASURY BILL 04/03/25 P 2025-01-30 2025-03-26 34971 34746 225 225 40000 SHRS US TREASURY BILL 08/28/25 P 2025-07-01 39727 39638 89 89 10000 SHRS US TREASURY BILL 06/17/2025 P 2025-04-03 2025-04-07 9919 9914 5 5 15000 SHRS US TREASURY BILL 06/17/2025 P 2025-04-03 2025-04-14 14889 14872 17 17 10000 SHRS US TREASURY BILL 06/17/2025 P 2025-04-03 2025-04-17 9933 9914 19 19 35000 SHRS US TREASURY BILL 06/17/2025 P 2025-04-03 2025-04-21 34769 34700 69 69 2000 SHRS US TREASURY BILL 06/17/25 P 2025-04-03 2025-05-08 1991 1983 8 8 8000 SHRS US TREASURY BILL 06/17/2025 P 2025-04-03 2025-06-02 7987 7932 55 55 20000 SHRS US TREASURY BILL 06/17/2025 P 2025-04-03 2025-06-03 19970 19829 141 141 15000 SHRS US TREASURY BILL 06/17/2025 P 2025-04-03 2025-06-04 14979 14872 107 107 95000 SHRS US TREASURY BILL 11/13/2025 P 2025-10-30 94868 94331 537 537 40 SHRS APPLE INC P 2020-04-06 2024-12-26 10346 2562 7784 7784 39 SHRS APPLE INC P 2020-04-06 2024-12-30 9850 2498 7352 7352 270 SHRS ALLY FINL INC P 2025-11-28 11109 7017 4092 4092 40 SHRS AUTONATION INC P 2025-08-22 8740 1631 7109 7109 40 SHRS AUTONATION INC P 2017-04-12 2025-10-13 8674 1607 7067 7067 76 SHRS ALIBABA GROUP HLDG L ADR P 2025-09-30 13766 16444 -2678 -2678 80 SHRS ALIBABA GROUP HLDG L ADR P 2025-10-06 14971 11386 3585 3585 300 SHRS BROOKFIELD BUSINESS A P 2022-05-17 2025-08-20 10032 7549 2483 2483 280 SHRS BRIGHTHOUSE FINL INC P 2025-02-14 17307 8665 8642 8642 235 SHRS BANK NEW YORK MELLON P 2025-10-08 25030 5572 19458 19458 55 SHRS BROOKFIELD CORP A P 2025-07-14 3479 1212 2267 2267 .50000 SHRS BROOKFIELD CORP A P 2016-12-02 2025-10-10 22 6 16 16 125 SHRS COCA-COLA EUROPACIFI P 2025-02-10 10042 4733 5309 5309 125 SHRS COCA-COLA EUROPACIFI P 2020-10-28 2025-04-03 11317 4659 6658 6658 200 SHRS CARLYLE GROUP INC P 2023-05-04 2023-07-18 12087 5175 6912 6912 200 SHRS CARLYLE GROUP INC P 2023-05-04 2025-07-28 12602 5175 7427 7427 320 SHRS CENTENE CORP DEL P 2025-07-29 2025-11-24 12545 8359 4186 4186 0.91360 SHRS CORENERGY INFRASTRUC P 2023-03-22 2025-01-20 6 140 -134 -134 640 SHRS ELANCO ANIMAL HEALTH P 2025-08-18 11430 8778 2652 2652 280 SHRS ELANCO ANIMAL HEALTH P 2025-08-19 4935 3767 1168 1168 620 SHRS ELANCO ANIMAL HEALTH P 2025-09-02 11114 6793 4321 4321 315 SHRS ELANCO ANIMAL HEALTH P 2025-10-06 6463 3972 2491 2491 473 SHRS ELANCO ANIMAL HEALTH P 2025-10-13 9547 5614 3933 3933 236 SHRS ELANCO ANIMAL HEALTH P 2025-11-26 5525 2733 2792 2792 197 SHRS FAIRFAX INDIA HLDGS P 2024-07-16 2025-04-21 3145 2831 314 314 303 SHRS FAIRFAX INDIA HLDGS P 2025-04-22 4878 4274 604 604 300 SHRS FAIRFAX INDIA HLDGS P 2025-05-05 4989 4168 821 821 300 SHRS FAIRFAX INDIA HLDGS P 2024-06-04 2025-10-29 5165 4138 1027 1027 510 SHRS FIRST HORIZON CORP P 2025-02-11 11348 7619 3729 3729 255 SHRS FIRST HORIZON CORP P 2025-10-08 5900 2818 3082 3082 255 SHRS FIRST HORIZON CORP P 2023-09-27 2025-10-13 5701 2810 2891 2891 3 SHRS FAIRFAX FINL HLDGS L P 2020-04-30 2025-07-28 5350 831 4519 4519 390 SHRS FTAI AVIATION LTD. VAR PFD CALLABLE P 2025-02-18 9750 9521 229 229 46 SHRS GILEAD SCIENCES INC P 2020-12-14 2025-02-03 4500 2759 1741 1741 46 SHRS GILEAD SCIENCES INC P 2025-03-04 5329 2737 2592 2592 520 SHRS GREAT LAKES DREDGE & P 2025-04-30 4721 3406 1315 1315 780 SHRS GREAT LAKES DREDGE & P 2025-09-22 9441 4808 4633 4633 35 SHRS ALPHABET INC A P 2024-12-12 6797 3272 3525 3525 34 SHRS ALPHABET INC A P 2025-08-04 6526 3044 3482 3482 115 SHRS MARINEMAX INC P 2025-08-29 3105 3384 -279 -279 430 SHRS INSPIRED ENTMT INC P 2024-03-07 2024-12-03 4106 3940 166 166 350 SHRS JARDINE MATHESON HLD P 2023-09-13 2025-11-24 22503 16406 6097 6097 70 SHRS JOHNSON & JOHNSON P 2024-04-18 2025-08-04 11777 10069 1708 1708 35 SHRS JOHNSON & JOHNSON P 2025-08-11 6080 4653 1427 1427 35 SHRS JOHNSON & JOHNSON P 2025-10-09 6704 4614 2090 2090 28 SHRS JPMORGAN CHASE & CO P 2011-10-05 2025-01-06 6820 849 5971 5971 250 SHRS WK KELLOGG CO P 2024-12-02 5213 2466 2747 2747 24 SHRS KROGER CO P 2020-12-14 2024-12-12 1516 751 765 765 180 SHRS LIBERTY BROADBAND CO A P 2025-06-09 16758 10481 6277 6277 1206 SHRS LIBERTY LATIN AMER L C P 2025-08-07 9578 20801 -11223 -11223 114 SHRS REALTY INCOME CORP REIT P 2025-01-02 2025-10-13 6676 6042 634 634 60 SHRS PITNEY BOWES INC. 6. 6.7% 03/07/2043 PFD CALLABLE P 2022-12-22 2025-06-25 1143 917 226 226 60 SHRS PITNEY BOWES INC. 6. 6.7% 03/07/2043 PFD CALLABLE P 2022-12-22 2025-06-26 1139 917 222 222 1590 SHRS PATTERSON COS INC P 2025-03-10 49490 40353 9137 9137 150 SHRS PERDOCEO ED CORP P 2021-05-28 2025-10-06 5489 1817 3672 3672 70 SHRS Q E P INC P 2009-01-14 2025-02-05 3317 160 3157 3157 150 SHRS R.RILEY FINL, INC. 5% 12/31/2026 PFD CALLABLE P 2023-11-20 2025-08-14 2942 2392 550 550 250 SHRS B. RILEY FINL, INC. 5% 12/31/2026 PFD CALLABLE P 2023-11-20 2025-08-15 4932 3987 945 945 140 SHRS B. RILEY FINL, INC. 6% 01/31/28 PFD CALLABLE P 2025-01-15 2025-08-14 1914 1321 593 593 170 SHRS B. RILEY FINL, INC. 6% 01/31/2028 PFD CALLABLE P 2025-01-15 2025-08-15 2317 1604 713 713 90 SHRS B. RILEY FINL, INC. 5.25% 08/31/2028 PFD CALLABLE P 2025-10-10 1035 1188 -153 -153 100 SHRS B. RILEY FINL, INC. 5.25% 08/31/2028 PFD CALLABLE P 2024-02-20 2025-10-14 1158 1189 -31 -31 900 SHRS SIRIUSPOINT LTD P 2024-12-03 14040 6697 7343 7343 850 SHRS SIRIUSPOINT LTD P 2025-06-26 17617 5920 11697 11697 700 SHRS SUMITOMO CORP P 2025-11-14 22025 8787 13238 13238 192 SHRS STATE STR CORP P 2024-12-12 19204 13249 5955 5955 302 SHRS TELEPHONE & DATA SYS P 2023-05-25 2025-08-04 11516 2034 9482 9482 150 SHRS TELEPHONE & DATA SYS P 2023-05-25 2025-08-06 5713 1010 4703 4703 110 SHRS TELEPHONE & DATA SYS P 2023-05-25 2025-08-07 4177 741 3436 3436 540 SHRS TEVA PHARMACEUTICAL ADR P 2024-12-18 11359 5346 6013 6013 500 SHRS TEVA PHARMACEUTICAL ADR P 2025-09-10 9900 4382 5518 5518 250 SHRS TEVA PHARMACEUTICAL ADR P 2023-11-16 2025-11-13 6518 2165 4353 4353 10 SHRS TENET HEATLHCARE COR P 2017-08-09 2025-09-05 1963 138 1825 1825 1515 SHRS VERITONE INC P 2025-09-10 5952 5749 203 203 815 SHRS VERITONE INC P 2025-09-17 3315 2234 1081 1081 290 SHRS VERITONE INC P 2025-09-18 1218 605 613 613 410 SHRS VERITONE INC P 2023-11-13 2025-09-19 1978 679 1299 1299 150 SHRS VALERO ENERGY CORP N P 2025-11-18 27043 9347 17696 17696 50 SHRS VALERO ENERGY CORP N P 2010-11-03 2025-11-19 9002 826 8176 8176 220 SHRS VONTIER CORP P 2025-07-28 8738 4635 4103 4103 630 SHRS NCR VOYIX CORP P 2025-07-08 8533 7789 744 744 1790 SHRS WARNER BROS DISCOVER P 2025-07-28 24542 41138 -16596 -16596 1210 SHRS WARNER BROS DISCOVER P 2025-09-11 19383 17727 1656 1656 900 SHRS WARNER BROS DISCOVER P 2025-09-22 17579 8092 9487 9487 680 SHRS WARNER BROS DISCOVER P 2025-09-23 13400 5433 7967 7967 400 SHRS WARNER BROS DISCOVER P 2024-04-30 2025-11-18 9165 2962 6203 6203 190 SHRS W P CAREY INC REIT P 2025-11-18 12730 10324 2406 2406 306542 4996 0 4996 0 4996 18560 0 0 0 18560 0 13564 13564 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A JOHN D WUCHENICH 9097987122 248 GRANDVIEW DRIVE REDLANDS CA 92373 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 PRESIDENT 2.00 0 0 0 JOHN D WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 SECRETARY-TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 3175917 0 0 3175917 0 0 3175917 47639 3128278 156414 156414 4996 4996 151418 0 151418 0 151418 195761 0 195761 151418 123912 0 0 195761 123912 0 0 71849 0 0 0 0 0 0 0 0 79569 0 0 0 DANIELLE E WUCHENICH JOHN D WUCHENICH X ANCHOR OF HOPE CHARITIES (ANCHOR ORPHANAGE COLLEGE-ZAMBIA) 103108 STORMHAVEN WAY INDIANAPOLIS IN 46256 N/A CHARITY-SCHOOL SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 20070 PENNSYLVANIA CONFERENCE OF SEVENTH-DAY ADVENTISTS 720 MUSEUM ROAD READING PA 19526 N/A CHARITY-CHURCH SPONS SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 67832 LIFELINE HUMANITARIAN ORGANIZATION (KOVIN PSYCHIATRIC HOSPITAL) 200 N MICHIGAN AVE STE 502 CHICAGO IL 60601 N/A PUBLIC CHARITY SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALSSUPPORT OF THE ORGANIZATIONS CHARITABLE GOALSSUPPORT ORPHANAGES IN SERBIA 66200 BLUE MOUNTAIN ACADEMY 45 WOODLAND TER HAMBURG PA 19526 N/A PUBLIC CHARITY-SCHOO SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 38000 SIMS FOUNDATION PO BOX 2152 AUSTIN TX 78768 N/A PUBLIC CHARITY SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 850 OTHER CHARITIES C/O 248 GRANDVIEW DRIVE REDLANDS CA 92373 N/A PUBLIC CHARITY SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 2809 195761 0 14 73 14 52783 18 306542 0 52856 306542 359398 3 INTEREST IS RECEIVED ON TEMPORARY INVESTMENTS MADE IN SAVINGS ACCOUNTS 4 DIVIDENDS ARE RECEIVED ON INVESTMENTS IN STOCKS. 8 GAINS OR (LOSSES) RESULT FROM SALES OF STOCKS THAT ARE MADE TO IMPROVE THE STOCK PORTFOLIO SO THAT STOCK DIVIDEND INCOME WILL CONTINUE TO PROVIDE INCOME FOR THE ORGANIZATION'S EXEMPT PURPOSES. 0 0 0 0 0 0 0 0 0 0 X X 1 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 160333 X 2 JOHN G WUCHENICH 451 SUMMIT AVE REDLANDS CA 92373 20526 X 3 VALERIE WUCHENICH NELSON C/O 248 GRANDVIEW DRIVE REDLANDS CA 92373 10000 X 4 CHRISTOPHER M MELANIE WUCHENICH JOB 160 WEST HIGHLAND AVENUE REDLANDS CA 92373 10284 X 1 39 SHARES APPLE STOCK/580 SHARES APPLE STOCK 160333 2 6000 SHARES BUTTERFLY STOCK 20526 4 40 SHARES APPLE STOCK 10284 ACCOUNTING FEES 6465 0 0 BROCKERAGE ACCOUNTS (EQUITIES AND OTHER ASSETS) 3070352 3409681 CASH AND EQUIVALENTS FMV 68040 68040 LEGAL FEES 290 0 0 BANK SERVICE CHARGES 60 0 0 MEALS 76 0 0 BROKERAGE/INVESTMENT COSTS 26985 0 0 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 JOHN G WUCHENICH 451 SUMMIT AVENUE REDLANDS CA 92373 VALERIE WUCHENICH NELSON C/O 248 GRANDVIEW DRIVE REDLANDS CA 92373 CHRISTOPHER M MELANIE WUCHENICH JOB 160 WEST HIGHLAND AVENUE REDLANDS CA 92373 SECRETARY OF STATE (STMT OF INFO) 20 0 0 FORM 199 TAX 0 0 0 FORM RRF-1 100 0 0 FEDERAL INCOME TAX 12667 0 0 FORIEGN TAX PAID ON INVESTMENTS 0 0 0