2024-06-25T13:31:58-07:00 2023-12-31 941683129 M Green and Company LLP 3900 W Caldwell Visalia CA 93277 990PF 2023-01-01 770472647 DWELLE FAMILY FOUNDATION INC DWEL 5596510210 9301 W AIRPORT DR VISALIA CA 93277 STEPHEN B DWELLE Director 2024-06-24 true STEPHEN B DWELLE 999009999 true ROBERT IAN PARKER CPA P01553629 5596273900 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 3446314 X X 97838 97838 97838 -68638 1625362 29200 97838 97838 35133 35133 2096 950 950 38179 36083 0 180000 180000 218179 36083 180000 -188979 61755 97838 315053 92661 44012 44012 28230 244824 2325733 2643980 2821600 774104 774104 3425489 3236510 3446314 0 X 3425489 3236510 3425489 3236510 3425489 3236510 3425489 -188979 3236510 3236510 4,938 BOX INC P 2023-02-02 2023-02-17 161929 170846 -8917 -8917 2,095 FIRST TRUST INTERNET INDEX P 2023-01-01 2023-10-01 318733 353963 -35230 -35230 6,494 FIRST TRUST MORNINGSTAR DIV LD P 2022-01-23 2023-02-17 242810 244824 -2014 -2014 2,384 ISHARES MSCI EAFE P 2023-02-17 2023-08-21 167021 169013 -1992 -1992 878 ISHARES RUSSELL 2000 P 2023-02-17 2023-05-19 154632 168978 -14346 -14346 1,521 ISHARES S&P 500 VALUE P 2023-02-01 2023-02-17 234974 239573 -4599 -4599 238 TRANSDIGM GROUP INC P 2023-02-02 2023-02-17 175783 169850 5933 5933 1,237 VANGUARD VALUE P 2023-02-17 2023-05-18 169480 176953 -7473 -7473 -68638 -66624 858 858 858 X 50 908 0 false false false false false false false true true CA true false false false false true N/A STEPHEN B DWELLE 5596510210 9301 AIRPORT DR VISALIA CA 93277 false false false false false false false false false true 2019 2021 false false false false false false false false false false false false false STEPHEN B DWELLE 1 CLUB LANE VISALIA CA 93291 Director 1.00 0 WALTER A DWELLE 2912 KEOGH VISALIA CA 93291 Director 1.00 0 THOMAS A DWELLE 1420 SHADOW MOUNTAIN CT AUBURN CA 95602 Director 1.00 0 DAVID W DWELLE 147 PALM AVE AUBURN CA 95603 Director 1.00 0 NONE NONE MAKES DIRECT CONTRIBUTIONS TO APPROXIMATELY 48 501(C)(3) CHARITIES (SEE ATTACHED LIST) 0 3266912 203857 0 3470769 0 3470769 52062 3418707 170935 170935 858 858 170077 170077 170077 180000 180000 170077 179270 2021 2019 7117 180000 179270 0 730 7117 7117 169347 X SEE ATTACHED LIST VARIOUS VARIOUS CA 93277 NONE SEE ATTACHED LIST 180000 180000 3 97838 -68638 97838 -68638 29200 false false false false false false false false false false ACCOUNTING 5606 5606 0 0 INVESTMENT MANAGEMENT FEES 29527 29527 0 0 CORPORATE STOCKS 2325733 2643980 44012 28230 TREASURY OBLIGATIONS AT COST 774104 774104 INVESTMENT SUBSCRIPTIONS 950 950 FRANCHISE TAX BOARD 95 INTERNAL REVENUE SERVICE 2001