2026-06-15T12:26:56-05:00 2025-12-31 934792291 Sorren Inc 877 Executive Center Dr W Suite 100 St Petersburg FL 33702 990PF 2025-01-01 752765658 Edward C Raymund Charitable Foundation EDWA 9726443634 1136 North Cottonwood Richardson TX 750803762 Patricia Raymund President 9726443634 2026-05-11 1 Monica Cunningham CPA P00096165 7278889200 2026-05-11 2025 2025-03-06 01:10:19Z X 1604584 X X 76 76 24619 25831 50545 67062 50545 75240 76452 0 0 0 0 0 7910 7910 0 0 513 513 0 0 1118 1118 0 0 9541 9541 0 0 56200 56200 65741 9541 0 56200 9499 66911 0 15728 22929 22929 3958 11326 11326 741 356712 353876 1570329 377139 388131 1604584 202 19901 21192 19901 21394 X 357238 366737 357238 366737 377139 388131 357238 9499 0 366737 0 366737 JP Morgan 5003 Short Term 2025-12-31 5356 5322 34 34 JP Morgan 5003 Long Term 2025-12-31 11672 7996 3676 3676 JP Morgan 8004 Long Term 2025-12-31 36975 3164 33811 33811 Apple Inc 2004-10-01 2025-09-15 11847 35 11812 11812 Capital Gains Dividends P 1212 1212 1212 50545 34 930 0 930 0 930 461 0 0 0 461 0 469 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Patricia A Raymund 9726443634 1136 North Cottonwood Dr Richardson TX 750803762 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Patricia A Raymund 1136 North Cottonwood Dr Richardson TX 750803762 President/Director 0.00 0 0 0 Ruth Heming 411 Tico Road Ojai CA 93023 Director 0.00 0 0 0 James Jenning 9 Ladbrook Grove Cota de Caza CA 92679 Director 0.00 0 0 0 Matthew Raymund 1136 North Cottonwood Dr Richardson TX 750803762 Director 0.00 0 0 0 NONE 0 NONE 0 Direct contributions to qualifying organizations. See attached list. 0 0 1481648 24693 0 1506341 0 0 1506341 22595 1483746 74187 74187 930 930 73257 0 73257 0 73257 56200 0 56200 73257 0 0 7720 1225 8945 56200 0 0 0 56200 0 8945 8945 0 0 0 0 0 8112 0 0 0 Patricia A Raymund 1136 North Cottonwood Dr Richardson TX 75080 9726443634 All information concerning past performance and proposed use of the requested contribution, grant, gift etc. There are no submissions deadlines There are no such restrictions Arapaho United Methodist Church 1400 W Arapaho Rd Richardson TX 75080 PC Church 1700 Mission Hospital 27700 Medical Center Rd Mission Viejo CA 92691 PC Hospital 8000 Otra Mas 27252 Calle Arroyo San Juan Capistrano CA 92675 PC Rehabilitate Retired Horses 5500 University of Southern California 837 Downey Way STO-B Los Angeles CA 90089 NC Education 19000 Kontrapunktus Neo-Baroque Chamber 140 Linden Ave 553 Long Beach CA 90802 PC Arts & Culture 1000 Living Success 1560 brookhollow Drive Suite 216 Santa Ana CA 92705 PC Mental Health Services 1100 Acres of Love 31920 Del Obispo St Ste 150 San Juan Capistrano CA 92675 PC Rescue Orphans 1200 Boys and Girls Club 1 Via Positiva San Juan Capistrano CA 92675 PC Education 2500 American Parkinson PO Box 61420 Staten Island NY 10306 PC Research 5000 Homefront America 27375 Paseo La Serna San Juan Capistrano CA 92675 PC Military Family Support 5000 San Juan Capistrano Mission 26801 Old Mission Rd San Juan Capistrano CA 92675 NC Church 5000 San Juan Capistrano Historical Society 31831 Los Rios St San Juan Capistrano CA 92675 PC Perserve History 1200 56200 0 14 76 14 24619 18 50545 0 75240 0 75240 0 0 0 0 0 0 0 0 0 0 Accounting Fees 7910 7910 0 0 Abbott Laboratories 1850 6265 Alphabet Inc Cl A 5528 93900 Alphabet Inc Cl C 5068 87864 Altria Group 3261 5766 American Express 8746 64741 American Tower Corp 10887 26336 American Water Works 8508 35888 Apple Inc 452 176709 Berkshire Hathaway Cl B 3988 25133 Blackstone Alt Multi-Strat-Y 1804 1853 Bristol-Myers Squibb 9563 18879 Caterpillar Inc 9186 85931 Coca-Cola Co 9938 22720 Costco Wholesale 8471 107793 Cummins Inc 5066 25523 CVS Health Corporation 6669 9920 Deere & Co 8932 46557 Diageo PLC 8610 8627 Ecolab Inc 10828 39378 Edwards Lifesciences 5673 40494 Equinix Inc 4617 19154 Exxon Mobil Corp 11110 15043 Fidelity 500 Index Fd-AI 21617 56024 Fidelity International Index Fd 2677 4002 Ford Motor Company 7832 13120 Home Depot Inc 8139 51615 Intl Business Machine 12703 19254 JPMorgan Betabuilders Dev Asia 1869 2139 JPMorgan Betabuilders Canada ETF 1615 3162 JPMorgan Betabuilders Japan ETF 3404 4218 Lockheed Martin Corp 6537 36275 Lord Abbett Shrt Dur Inc-F3 2531 2402 McDonalds Corp 1770 15282 Mid-America Apartment Comm 2189 5001 Nestle SA 12337 22226 Neuberger Berman Long 1123 1303 Pfizer Inc 8557 7470 PIMCO Dynamic Mortgage Bond 641 647 Prudential Financial 11337 22576 Qualcomm Inc 10607 29934 Sherwin Williams Co 3760 24302 Six Circles Credit Opportunity 2522 2657 Six Circles Global Bond 5932 5368 Six Circles Intl Unconstrained Eq Fd 8573 12384 Six Circles US Unconstrained Eq Fd 12098 20375 Union Pacific Corp 12873 69396 Vanguard Mortgage-Backed 1292 1318 Vanguard Total Bond Market Index Fd 1228 1259 Vanguard Total Intl Bnd 5290 5219 Visa Inc Cl A 6499 105213 Walt Disney Co 7814 19910 Wells Fargo & Co 10747 32620 Six Circles Multi-Strat 3826 3808 JPMorgan Betabuilders Europe ETF 2661 2785 Vanguard Int-Term Corporate 1182 1256 IShare US Treasury Bond EFT 1339 1335 Investment Mgmt Fees-5003 500 500 0 0 Investment Mgmt Fees-8004 13 13 0 0 Foreign Tax Paid 8004 124 124 0 0 Excise Tax Expense 943 943 0 0 Foreign Tax Paid 5003 51 51 0 0