2026-06-25T13:08:52-07:00 2025-12-31 800143419 California CPA Group Inc 5850 Canoga Ave 302 Woodland Hills CA 91367 990PF 2025-01-01 133310453 The Jay Chiat Foundation Inc CO Marc and Anna Chiat JAYC 3105023300 710 Old King Rd Petaluma CA 94952 Marc Chiat President 2026-06-25 true Robert A Bianchi P00241133 8444225272 2025 2025-03-06 01:10:19Z X X 1704745 X X 3541 3541 3541 43883 43883 43883 111882 167432 111882 159306 159306 47424 2500 2500 18751 18751 21 21 4573 4573 540 540 26385 26385 0 114500 114500 140885 26385 114500 18421 132921 47424 25449 33335 31649 40755 40755 34192 33130 32372 56348 52463 578801 857806 873647 1052817 680739 680739 1686183 1714069 1704745 0 X 1686183 1714069 1686183 1714069 1686183 1714069 1686183 18421 9465 1714069 1714069 1 Truist 5258 LT Covered P 2024-01-01 2025-01-02 73640 50884 22756 22756 1 Truist 5258 LT Uncovered P 2024-01-01 2025-01-02 74821 4666 70155 70155 Capital Gain Dividends 18971 111882 1848 1848 1848 2400 2400 552 552 false false false false false false false true true NY true false false false false false N/A Marc Chiat 3105023300 5850 Canoga Ave Ste 302 Woodland Hills CA 91367 false false false false false false false false false false false false false false false false false false false false false false Elyse Chiat-Rosales 710 Old King Rd Petaluma CA 94952 Vice President 0.00 0 Marc Chiat 5850 Canoga Ave Ste 302 Woodland Hills CA 91367 President 0.00 0 Debra Chiat D'Angelo 5850 Canoga Ave Ste 302 Woodland Hills CA 91367 Treasurer 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 1848 1848 1848 1848 0 114500 114500 0 110375 93716 32485 205915 116000 558491 114500 0 114500 672991 0 110375 562616 93716 32485 205915 116000 114500 X Doctors without Borders 40 Rector St 16th Fl New York NY 10006 None PC Community involvment through access to clean energy 12000 Fostering Early Learning Institute 2300 Northpoint Pkwy Santa Rosa CA 94928 None PC Charitable Activities 100000 Brooklyn Inc 271 Hicks S Brooklyn NY 11201 None PC Charitable Activities 2500 114500 14 3541 14 43883 18971 92911 66395 92911 159306 false false false false false false false false false false Cal CPA Group 2500 2500 0 0 Union Pac Corp 8245 16192 Amazon Inc 9430 46164 Costco Wholesale Corp 3958 64676 Unitedhealth Group Inc 12940 26409 Visa Inc Cl A 3949 70142 Apple Inc 2504 81558 Microsoft Corp 3715 91888 Alphabet Inc Cl C 3861 91002 Alphabet Inc Cl A 3861 90770 33130 32372 Carillon Reams Unconstrained Bond Fd AT COST 268731 279591 iShares Barclays 1-3 Year TR ETF AT COST 155953 156570 iShares 1-5 Year Investment Grade Corpor AT COST 186648 198300 DFA International Value Portfolio AT COST 27000 40163 Eaton vance Atlanta Capital Smid-Cap AT COST 18928 43819 Invesco S&P 500 Equal Weight ETF AT COST 59085 74325 iShares Core S&P Small Cap AT COST 11744 12618 JOHCM International Select FD CL AT COST 66459 76041 SPDR S&P Dividend ETF AT COST 16622 45227 SPDR S&P 500 ETF Trust AT COST 2267 4092 T Rowe Price Large Cap Growth Fd AT COST 60210 122071 Artwork 680739 680739 Bank Service Charges 200 200 Licenses and permits 340 340 Investment Income and Expenses in Transit at Year-end 9465 Truist Bank 5258 Advisor Fees 18751 18751 0 0 2025 Federal Estimated Tax 2400 2400 Department of the Treasury - 24 2173 2173