2026-07-13T10:39:42-07:00 2025-12-31 330886231 Massey Wehr & Company LLP 7814 Ivanhoe Avenue La Jolla CA 92037 990PF 2025-01-01 336176612 Arms Family Foundation Tr ARMS 3104290332 1740 Pine Street Santa Monica CA 90405 Emily Arms Trustee 2026-07-13 true Gregory A Wehr P00115156 8585510169 2025 2025-03-06 01:10:19Z X 666512 X X 39 39 13298 13298 31328 220398 31328 44665 44665 780 780 1068 68 6796 6796 8644 7644 0 53500 53500 62144 7644 53500 -17479 37021 10215 14624 14624 500 22149 6578 6578 288198 308395 308395 26550 26550 346734 310365 310365 667796 666512 666512 0 X 667796 666512 667796 666512 667796 666512 667796 -17479 16195 666512 666512 Capital Gain Distributions P 2022-01-01 2025-12-31 18609 18609 18609 UBS #08699 - ST Covered P 2025-01-01 2025-07-01 26497 27156 -659 -659 UBS #08699 - LT Covered P 2022-01-01 2025-07-01 175292 161914 13378 13378 31328 515 515 515 946 300 1246 731 731 false false false false false false false true true CA true false false false false true N/A Emily Arms 3104290332 1740 Pine Street Santa Monica CA 904052731 false false false false false false false false false false false false false false false false false false false false false false Emily Arms 1740 Pine Street Santa Monica CA 904052731 Trustee 0.00 0 NONE NONE 654484 12419 0 666903 0 666903 10004 656899 32845 32845 515 515 32330 32330 32330 53500 53500 32330 2809 2616 22960 16286 18452 63123 53500 0 32330 21170 84293 0 2809 81484 2616 22960 16286 18452 21170 X St Pauls Lutheran Church 1376 Felspar Street San Diego CA 92210 None PC General Support 5000 Santa Monica Education Fdn 1645 16th Street Santa Monica CA 90404 None PC General Support 10000 SMAPA JAMS Theatre 2425 16th Street Santa Monica CA 90405 None PC General Support 5000 LA Opera 135 North Grand Avenue Los Angeles CA 90012 None PC General Support 30000 Santa Monica HS Samohi Choir 601 Pico Blvd Santa Monica CA 90405 None PC General Support 2500 The Music Center 135 North Grand Avenue Los Angeles CA 90012 None PC General Support 1000 53500 14 39 14 13298 18 31328 44665 44665 false false false false false false false false false false MasseyWehr & Company 780 780 0 0 JP Morgan Income Fund 26550 26550 Fidelity Advisors Intl Cap Apprec Fd C 20507 20507 JP Morgan Equity Prem Inc ETF 40125 40125 Columbia Dividend Income Fund 48013 48013 Fuller & Thaler Behav Sm Cap Eq Fd 25459 25459 Janus Henderson Enterprise Fd Cl I 35897 35897 The Growth Fund of America Fd Cl F2 17875 17875 JP Morgan Large Cap Growth Fd 27993 27993 Value Line Mid Cap Focused Value Line Small Opp Fd Dodge & Cox Stock Fund Invesco Small Cap Value Fund 18239 18239 T Rowe Price All-Cap Opportunities Fund 38794 38794 Capital Group International Equity Prem 6685 6685 VictoryShares Free Cash Flow 7522 7522 BNY Mellon Dynamic Value 21286 21286 6578 6578 Miller Intermediate Bond Fund Cl I FMV 28640 28640 Ishares 20+ Year Treas Bond ETF FMV JP Morgan Strategic Inc Opp FMV 53188 53188 Calamos Market Neutral Inc Fund Cl I FMV 41861 41861 Catalyst/Millburn Hedge Strategy Fd FMV 26522 26522 Janus Henderson Balanced Fd Cl I FMV 45592 45592 JP Morgan Hedged Equity Fd FMV 100642 100642 American Balanced Fund FMV 13920 13920 Bank Fees 69 69 Investment Fees 6727 6727 Federal Taxes Paid 1000 Foreign Tax Expense 18 18 Registry of Charitable Trusts 50 50