2024-04-01T16:54:24-05:00 2023-12-31 330713551 LEINENWEBER & ASSOCIATES CPAS INC 7755 FAY AVENUE SUITE D LA JOLLA CA 92037 990PF 2023-01-01 776235354 JOHNSON FAMILY TRUST C DTD 3281979 BRANDON SPIVACK SUCCESSOR TRUSTEE JOHN 8583955394 1255 TREAT BLVD 300 WALNUT CREEK CA 94597 BRANDON SPIVACK TRUSTEE 9099914850 2024-04-01 1 BRANDON SPIVACK 999009999 0 JILLIAN A LOMBARD CPA P00047217 8584596284 2024-04-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3629798 X X 2811 2811 2811 124018 124018 124018 198164 328793 198164 324993 324993 126829 13000 6500 0 6500 27656 13828 0 13828 6950 6950 0 0 132 132 0 0 1829 1829 0 0 49567 29239 0 20328 292000 292000 341567 29239 0 312328 -16574 295754 126829 124171 238226 238226 1147950 1017321 3391572 1272121 1255547 3629798 0 0 X 1272121 1255547 0 0 0 0 1272121 1255547 1272121 1255547 1272121 -16574 0 1255547 0 1255547 3230 SH EXXON MOBIL P 2006-01-01 2023-12-04 328793 130629 198164 198164 198164 0 4111 0 4111 0 4111 1480 0 0 0 1480 36 2667 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A BRANDON SPIVACK 9099914850 1255 TREAT BLVD SUITE 300 WALNUT CREEK CA 94597 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRANDON SPIVACK 1255 TREAT BLVD 300 WALNUT CREEK CA 94597 TRUSTEE 5.00 13000 0 0 NONE 0 NONE 0 0 3855795 172669 0 4028464 0 0 4028464 60427 3968037 198402 198402 4111 4111 194291 0 194291 0 194291 312328 0 312328 194291 180765 2021 107822 0 312328 180765 107822 0 23741 0 0 0 0 0 0 0 0 170550 0 0 0 X TEMPLE ADAT SHALOM 15905 POMERADO ROAD POWAY CA 92064 NONE PC GENERAL FUND 30000 NEW ENTRA CASA 3575 PERSHING AVE SAN DIEGO CA 92104 NONE PC GENERAL FUND 65000 RANCHO SANTA FE SENIOR CENTER PO BOX 223 RANCHO SANTA FE CA 92067 NONE PC GENERAL FUND 25000 SCRIPPS MEMORIAL HOSPITAL PO BOX 2669 LA JOLLA CA 92038 NONE PC GENERAL FUND 25000 ST VINCENT DE PAUL 3350 E ST SAN DIEGO CA 92102 NONE PC GENERAL FUND 65000 USD SCHOOL OF NURSING 5998 ALCALA PARK SAN DIEGO CA 92110 NONE PC GENERAL FUND 65000 RANCHO SANTA FE LIBRARY 17040 AVENIDA DE ACACIAS RANCHO SANTA FE CA 92067 NONE PC GENERAL FUND 17000 292000 0 14 2811 14 124018 18 198164 0 324993 0 324993 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6950 6950 0 0 THE TRUSTEE HEREBY ELECTS THAT, OF THE TOTAL DISTRIBUTIONS MADE IN 2023, $107,822 SHALL BE MADE FROM THE UNDISTRIBUTED INCOME FROM TAX YEAR 2021.ALSO, SEE STATEMENT 6 FOR ADDITIONAL INFORMATION RELATED TO THIS ELECTION. FORM 990-PF, PART XII, LINE 4B STATEMENT REGARDING UNDISTRIBUTED INCOME (PART XII, LINE 4(D))THE TRUSTEE REQUESTS ABATEMENT OF EXCISE TAX AND ANY RELATED PENALTIES FOR THE LATE DISTRIBUTION OF THE TRUST'S INCOME FROM THE TAX YEAR 2021 AS MORE FULLY EXPLAINED IN THE FOLLOWING PARAGRAPHS.THE TRUST WAS REQUIRED TO MAKE A DISTRIBUTION OF INCOME FOR THE TAX YEAR 2021 IN THE AMOUNT OF$107,822. THE INCOME WAS REQUIRED TO BE DISTRIBUTED ON OR BEFORE DECEMBER 31, 2022. THE PRIORTRUSTEE OF THE TRUST, BETTY SPIVACK, DIED ON AUGUST 12, 2022. MS. SPIVACK WAS NOT ABLE TO MAKETHE REQUIRED DISTRIBUTION OF 2021 INCOME BEFORE HER DEATH.MS. SPIVACK SUCCEEDED JOHN BROWN AS TRUSTEE AFTER HIS DEATH ON SEPTEMBER 15, 2020. THERE WERENO ADDITIONAL SUCCESSOR TRUSTEES NAMED IN THE TRUST DOCUMENT.BRANDON SPIVACK WAS NOMINATED AS TRUSTEE AND ACCEPTED THE OFFICE. THE FINANCIAL INSTITUTIONS WHICHHELD THE TRUST ASSETS, HOWEVER, REQUIRED COURT APPROVAL OF THE APPOINTMENT BEFORE THEY WOULD ACTON HIS ORDERS. MR. SPIVACK PROMPTLY PETITIONED THE PROBATE COURT IN SAN DIEGO FOR APPROVAL. DUETO DELAYS IN COURT SCHEDULING, INCLUDING DELAYS CAUSED BY THE COVID PANDEMIC, APPROVAL WASNOT GRANTED UNTIL AUGUST 11, 2023. MR. SPIVACK COMPLETED DISTRIBUTION OF THE 2021 INCOME ONNOVEMBER 30, 2023. MR. SPIVACK ALSO HAD THE 2022 TAX RETURNS FOR THE TRUST PREPARED AND MADETHE REQUIRED DISTRIBUTION OF 2022 INCOME ON OR BEFORE DECEMBER 31, 2023.MR. SPIVACK WAS THEREFORE PREVENTED, THROUGH NO FAULT OF HIS OWN, FROM MAKING THE REQUIREDDISTRIBUTION OF 2021 INCOME BEFORE THE DECEMBER 31, 2022 DEADLINE.BASED UPON THE CIRCUMSTANCES DESCRIBED ABOVE WE BELIEVE THAT THE LATE DISTRIBUTION WAS DUE TOREASONABLE CAUSE, NOT WILLFUL NEGLECT AND WAS CORRECTED AS SOON AS POSSIBLE. WE RESPECTFULLYREQUEST ABATEMENT OF THE EXCISE TAX AND ANY PENALTIES RELATED TO THE LATE DISTRIBUTION OF 2021 INCOME. CORPORATE STOCK 1017321 3391572 LEGAL 27656 13828 0 13828 STATE TAXES 75 75 0 0 FEDERAL TAXES 1754 1754 0 0