2026-08-13T16:38:53-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 1188 PADRE DRIVE STE 101 SALINAS CA 93901 990PF 2024-10-01 770456779 TANIMURA FAMILY FOUNDATION TANI 8314553660 PO BOX 4070 SALINAS CA 939124070 GARY TANIMURA DIRECTOR 8314553660 2026-08-11 1 1 KIELY HOLCOMB CPA P01430569 8317596300 2026-08-11 2024 2025-03-06 01:10:19Z X 21594733 X 24437 140783 140783 338253 338253 564184 3329476 564184 3371 3371 1071028 1046591 0 0 0 31702 15851 15851 138421 138421 0 15748 41 0 751 0 751 186622 154313 16602 426500 398500 613122 154313 415102 457906 892278 433674 952445 952445 1544502 1713451 1713451 11354734 14622074 14622074 6749319 4306763 4306763 20082229 21594733 21594733 350000 378000 350000 378000 X 0 0 0 0 19732229 21216733 19732229 21216733 20082229 21594733 19732229 457906 1026598 21216733 0 21216733 PUBLICLY TRADED SECURITIES P 3329476 2765292 564184 564184 564184 12403 0 12403 0 12403 13360 0 0 0 13360 X 204 753 753 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CHRIS WIEDENSOHLER 8314553660 1 HARRIS ROAD SALINAS CA 93908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD YOKOTA PO BOX 4070 SALINAS CA 93912 PRESIDENT 1.00 0 0 0 KELLY TANIMURA PO BOX 4070 SALINAS CA 93912 VICE PRESIDENT 1.00 0 0 0 SHEILA C TANIMURA PO BOX 4070 SALINAS CA 93912 VICE PRESIDENT 1.00 0 0 0 KEN MORISHITA PO BOX 4070 SALINAS CA 93912 CFO/TREASURER 1.00 0 0 0 BONITA AT YOKOTA PO BOX 4070 SALINAS CA 93912 SECRETARY 1.00 0 0 0 KERRY VARNEY PO BOX 4070 SALINAS CA 93912 EXECUTIVE DIR. 1.00 0 0 0 GARY K TANIMURA PO BOX 4070 SALINAS CA 93912 DIRECTOR 1.00 0 0 0 KEITH TANIMURA PO BOX 4070 SALINAS CA 93912 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 19616719 740487 0 20357206 0 0 20357206 305358 20051848 1002592 1002592 12403 12403 990189 0 990189 0 990189 415102 0 415102 990189 0 0 334853 334853 415102 0 0 0 415102 0 334853 334853 0 0 0 0 0 240234 0 0 0 X EL SISTEMA USA SALINAS INC 820 PARK ROW 672 SALINAS CA 93901 PC FUND OPERATIONS 2500 MONTEREY MUSEUM OF ART 559 PACIFIC STREET MONTEREY 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LEARNING 40140 BEST RANCH ROAD WOODLAND CA 95776 PC FUND OPERATIONS 25000 JAPANESE AMERICAN NATIONAL MUSEUM 100 NORTH CENTRAL AVENUE LOS ANGELES CA 90012 PC SUPPORT THE SUMMER WORKSHOPS FOR EDUCATOR'S PROGRAM 26000 VENTANA WILDLIFE SOCIETY 9699 BLUE LARKSPUR LANE 105 MONTEREY CA 93940 PC SUPPORT CHILDREN ON TOURS TO THE WILDERNESS 30000 CASA OF MONTEREY COUNTY 945 S MAIN STREET STE 107 SALINAS CA 93901 PC FUND OPERATIONS 50000 AMERICAN RED CROSS 1663 MARKET STREET SAN FRANCISCO CA 94103 PC FUND OPERATIONS 50000 AMERICAN HEART ASSOCIATION 816 S FIGUEROA STREET LOS ANGELES CA 90017 PC FUND OPERATIONS 50000 AMERICAN CANCER SOCIETY 1534 N MAIN STREET SALINAS CA 93906 PC FUND OPERATIONS 50000 398500 CENTRAL CALIFORNIA FOOD BANK 4010 E AMENDOLA DR FRESNO CA 93725 PC GENERAL OPERATIONS 5000 RANCHO CIELO 710 OLD STAGE ROAD SALINAS CA 93908 PC FUND OPERATIONS 10000 YAMATO CEMETERY CORPORATION 6 QUAIL RUN CIRCLE 201 SALINAS CA 93907 PC SUPPORT OF THE TREES AND IRRIGATION PROJECT 13000 28000 14 140783 14 338253 14 3371 18 564184 0 1046591 0 1046591 0 0 0 0 0 0 0 0 0 0 X X 1 TOM TANIMURA PO BOX 4070 SALINAS CA 93912 19316 X 2 MONTEREY INTERFAITH PO BOX 4070 SALINAS CA 93912 5121 X ACCOUNTING FEES 31702 15851 15851 BANK OF NOVA SCOTIA 63393 63393 BLACKROCK FDS V 185763 185763 ISHARES TRUST 38391 38391 ISHARES TRUST 305527 305527 ISHARES TRUST 74978 74978 PGIM HIGH YIELD FUND 79842 79842 PIMCO INCOME FD 78911 78911 PIMCO SHORT TERM FUND 76922 76922 VANGUARD BOND INDEX FD 266254 266254 VANGUARD CHARLOTTE FDS 631216 631216 VANGUARD EMERGING MARKETS 38668 38668 VANGUARD INTERMEDIATE 192528 192528 VANGUARD TOTAL BOND 817326 817326 VANGUARD TOTAL 1343729 1343729 BARCLAYS PLC 58666 58666 ROYALTY PHARMA PLC 24979 24979 AERCAP IRELAND CAP/GLOBA 29670 29670 ALPHABET INC 206635 206635 ALPHABET INC 221630 221630 APPLE INC 407408 407408 BERKSHIRE HATHAWAY INC DEL 201096 201096 COSTCO WHSL CORP NEW 185126 185126 ISHARES RUSSELL 1000 GROWTH ETF 730720 730720 J P MORGAN CHASE & CO 259599 259599 MICROSOFT CORP 362565 362565 VANGUARD DIVIDEND APPRECIATION 813313 813313 VANGUARD 500 INDEX FUND 1171483 1171483 PRINCIPAL MIDCAP BLEND FUND 952620 952620 VANGUARD INDEX FDS MID-CAP GROWTH INDEX 1156945 1156945 ISHARES RUSSELL 2000 978728 978728 NEUBERGER BERMAN INTL FUND 446364 446364 VANGUARD FTSE EMERGING MKTS ETF 419895 419895 ABBVIE INC 16902 16902 ALPHABET INC CLASS C 33610 33610 AMAZON.COM INC 43255 43255 AMERICAN EXPRESS COMPANY 11293 11293 APPLE INC 50417 50417 ASML HOLDING N V 6777 6777 BANK OF AMERICA CORP 14961 14961 BLACKROCK INDEX FDS INC 147462 147462 BOOKING HOLDINGS INC 16198 16198 BOSTON SCIENTIFIC CORP 10056 10056 BROADCOM INC 22434 22434 CADENCE DESIGN SYSTEM 5620 5620 CANADIAN PAC KANS CITY 8566 8566 CONOCO PHILLIPS 5770 5770 COSTCO WHOLESALE CORP-NEW 5554 5554 EATON CORPORATION PLC 11976 11976 ECOLAB INC 8490 8490 ELI LILLY & CO 7630 7630 EXXON MOBIL CORP 13981 13981 FIDELITY SALEM STR TR 628929 628929 FIDELITY SALEM STR TR 36160 36160 GALLAGHER ARTHUR J & CO 9292 9292 HILTON WORLDWIDE 8302 8302 HOWMET AEROSPACE INC 11185 11185 INTUIT INC 5463 5463 ISHARES INC 43634 43634 J P MORGAN EXCHANGE 135294 135294 J P MORGAN EXCHANGE 84735 84735 J P MORGAN EXCHANGE 380140 380140 J P MORGAN EXCHANGE 100143 100143 JOHNSON & JOHNSON 13165 13165 LINDE PLC 11400 11400 LOWES COMPANIES INC 12817 12817 MARTIN MARIETTA 10715 10715 MASTERCARD INCORPORATED 22184 22184 MCDONALDS CORP 13067 13067 META PLATFORMS INC 44063 44063 MICROSOFT CORP 72513 72513 MONDELEZ INTERNATIONAL 5747 5747 MORGAN STANLEY UNSECD 16691 16691 NEXTERA ENERGY INC 8153 8153 NVIDIA CORP 83961 83961 OLD DOMINION FREIGHT 4505 4505 PEPSICO INC 7865 7865 PROGRESSIVE CORP-OHIO 14817 14817 S&P GLOBAL INC 7787 7787 SERVICENOW INC 7362 7362 SHERWIN WILLIAMS CO 3809 3809 SOUTHERN CO 14689 14689 SPDR S&P 500 ETF TRUST 597564 597564 STRYKER CORP 7763 7763 TAIWAN SEMICONDUCTOR MFG 9775 9775 TEXAS INSTRUMENTS 14147 14147 THERMO FISHER SCIENTIFIC 7760 7760 TJX COMPANIES INC NEW 7083 7083 TRANE TECHNOLOGIES PLC 10127 10127 UNITEDHEALTH GROUP INC 14157 14157 VANGUARD INDEX TR 814975 814975 WALMART INC 6802 6802 WALT DISNEY CO 9160 9160 WASTE CONNECTIONS INC 6329 6329 WELLS FARGO & CO 18189 18189 NEXTERA ENERGY CAPITAL 42788 42788 GOLDMAN SACHS GROUP INC 34899 34899 FREDDIE MACMUL CMO 2017 97722 97722 TOYOTA AUTO REC ABS 2023 23957 23957 NATIONAL RURAL UTIL COOP GLB 15278 15278 MERCEDES-BENZ AABS2023 61675 61675 JPMORGAN CHASE & CO 66172 66172 TARGA RESOURCES PARTNERS 26338 26338 PNC FINANCIAL SERVICES 56993 56993 AMERICAN EXPRES ABS 2024 99389 99389 BROADCOM INC 25378 25378 HUNTINGTON BANCSHARES 20613 20613 WELLS FARGO & COMPANY 25865 25865 HCA INC 51598 51598 DELL INT LLC/ EMCCORP 30971 30971 AT&T INC 33849 33849 CHARLES SCHWAB CORP 16053 16053 CHARLES SCHWAB CORP 16339 16339 UBER TECHNOLOGIES INC 25047 25047 RIO TINTO FIN USA PLC 25762 25762 AMEREN CORP 25668 25668 DIAMONDBACK ENERGY INC 25665 25665 COMCAST CORP 25705 25705 FNMA P735580 05%2035 596 596 FNMA P735676 05%2035 854 854 MORGAN STANLEY 56752 56752 BAT CAPITAL CORP 25975 25975 FNMA PAE0115 0550%2035 2575 2575 CAPITAL ONE FINANCIAL CO 25934 25934 FNMA P745275 05%2036 1243 1243 FNMA P745343 0550%2036 44 44 FNMA PMA4303 02%2036 63562 63562 FNMA P745418 0550%2036 277 277 FNMA P903812 0550%2036 52 52 FNMA P972295 0550%2038 36 36 FNMA P889579 06%2038 1111 1111 FNMA P995018 0550%2038 431 431 FNMA P889982 0550%2038 626 626 FHLMC A8 6522 04 50%2039 2938 2938 FNMA PMA5556 04%2039 94590 94590 FNMA P932638 05%2040 9791 9791 FNMA PAB1248 0450%2040 172 172 FHLMC A933160450%2040 1027 1027 FNMA PAB1389 0450%2040 2018 2018 FNMA PCA7109 02%2040 114644 114644 FNMA PAH2367 04%2041 2776 2776 FNMA PAE0949 04%2041 3743 3743 FNMA PAE0984 0450%2041 4092 4092 FNMA PAH5583 0450%2041 1878 1878 FNMA PAI1969 0450%2041 361 361 FNMA PAI8831 0450%2041 6320 6320 FHLMC G6 02820450%2042 27805 27805 FHLMC Q0 9005 03 50%2042 14755 14755 FNMA PAL3322 04%2043 4384 4384 GS MORTGAGE SEC CMO 2014 20161 20161 CFCRE COMMERCIA CMO 2016 74990 74990 FNMA PMA3937 03%2050 25699 25699 FNMA PCA7737 0250%2050 65552 65552 FNMA PFS0590 03%2051 73643 73643 FNMA PFS1108 0250%2051 76724 76724 FHLMC SD 8189 02 50%2052 119815 119815 FHLMC RA7128 03 50%2052 139206 139206 FNMA PFS2703 03 50%2052 142926 142926 FNMA PCB4798 05%2052 154503 154503 FNMA PFS5348 04%2052 86272 86272 1713451 1713451 0 0 OTHER EXPENSES 751 0 751 OTHER INVESTMENT INCOME 3371 3371 3371 UNREALIZED GAIN/LOSS ON INVESTMENTS 1026598 INVESTMENT EXPENSES 138421 138421 0 FOREIGN TAX ON DIVIDENDS 41 41 0 EXCISE TAX 15707 0 0