2024-11-01T14:40:17-05:00 2023-12-31 454116011 JEANNE C MINNERLY A PROF ACCTCY CORP 1175 IDAHO ST STE 101 REDLANDS CA 92374 990PF 2023-01-01 810939146 GNANADEV FAMILY FOUNDATION GNAN 9095803360 550 MANZANITA ROAD REDLANDS CA 923737267 DEV GNANADEV PRESIDENT 9095803360 2024-11-01 1 1 JEANNE C MINNERLY P00158237 9097936600 2024-11-01 2023 2024-10-15 13:58:12Z X 2388589 X 400000 453 453 44173 44173 108735 468001 108735 553361 153361 0 0 0 3350 0 0 15 0 0 329 0 0 3694 0 0 367169 367169 370863 0 367169 182498 153361 17329 413974 413974 295967 2230 2230 1431732 1811322 1972385 1745028 2227526 2388589 300000 0 300000 X 1202461 1202461 0 0 542567 725065 1745028 1927526 1745028 2227526 1745028 182498 0 1927526 0 1927526 TD AMERITRADE ST COVERED P 161366 107185 54181 54181 TD AMERITRADE LT COVERED P 305707 252081 53626 53626 CAPITAL GAINS DIVIDENDS P 928 928 928 108735 2132 0 2132 0 2132 2044 0 0 0 2044 0 88 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A DEV GNANADEV 9095806170 550 MANZANITA RD REDLANDS CA 92373 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEV GNANADEV 550 MANZANITA RD REDLANDS CA 92373 PRESIDENT 6.30 0 0 0 MONICA GNANADEV 550 MANZANITA RD REDLANDS CA 92373 SECRETARY 0.00 0 0 0 ROSARIA GNANADEV 550 MANZANITA RD REDLANDS CA 92373 OFFICER 0.00 0 0 0 YAMUNA GNANADEV 550 MANZANITA RD REDLANDS CA 92373 OFFICER 0.00 0 0 0 RAJA GNANADEV 550 MANZANITA RD REDLANDS CA 92373 OFFICER 0.00 0 0 0 NONE 0 NONE 0 0 1567658 231158 0 1798816 0 0 1798816 26982 1771834 88592 88592 2132 2132 86460 0 86460 0 86460 367169 0 367169 86460 78613 0 0 367169 78613 0 0 86460 202096 0 0 202096 0 0 0 0 0 0 0 202096 202096 X ARMC FOUNDATION 400 NORTH PEPPER AVE COLTON CA 92324 PC THE PURPOSE OF THE CONTRIBUTION IS TO PROVIDE SUPPORT TO THE MEDICAL RESIDENTS AT THE COUNTY HOSPITAL. 317169 ARMC FOUNDATION 400 NORTH PEPPER AVE COLTON CA 92324 PC THE PURPOSE OF THE CONTRIBUTION IS TO PROVIDE SUPPORT TO THE MEDICAL RESIDENTS AT THE COUNTY HOSPITAL. 50000 367169 0 453 44173 108735 0 0 153361 153361 3 $453 INTEREST RECEIVED ON CASH BALANCES HELD IN THE PRIVATE FOUNDATION WHILE THE FOUNDATION WAS ASSESSING GRANT ELIGIBLITY IN 2023. 4 $44,173 DIVIDEND RECEIVED ON SECURITIES HELD IN THE PRIVATE FOUNDATION WHILE THE FOUNDATION WAS ASSESSING GRANT ELIGIBLITY IN 2023. 8 THE FOUNDATION USED EXCESS FUNDS TO PURCHASE/SELL SECURITIES IN 2023 IN ORDER TO TAKE ADVANTAGE OF THE MARKET FLUXUATIONS AND PROVIDE MORE FUNDS TO PROVIDE SCHOLARSHIPS AND GRANTS TO ORGANIZATIONS FURTHERING THE EDUCATION OF PHYSICIANS IN THE INLAND EMPIRE OF CALIFORNIA. 0 0 0 0 0 0 0 0 0 0 X X 1 DEV GNANADEV 550 MANZANITA DR REDLANDS CA 92373 400000 X ACCOUNTING AND TAX FEES 3350 0 0 ALPHABET INC COM CL A 1500 SHS 154838 209535 AT&T INC COM - 768.783 SHS 16978 12900 BALLARD POWER SYSTEMS INC COM 400 SHS 5068 1480 CITIGROUP INC COM - 3269.312 SHS 158001 168173 DIGITALOCEAN HLDGS INC COM 250 SHS 17021 9173 EDITAS MEDICINE INC - 800 SHS 41449 8104 GOLDMAN SACHS GROUP INC COM 227.956 SHS 71194 87939 FRANKLIN TEMPLETON INVESTMENTS DYNATECH A - 697.312SHS 92017 93252 INVESCO EXCHANGE TRADED FD TR BUYBACK - 311.234 SHS 19471 30818 JP MORGAN CHASE & CO COM 512.471 SHS 67209 87171 LIBERTY ALL STAR EQUITY FUND - 2341.697 SHS 15417 14940 LIGHTSPEED COMMERCE INC COM 300 SHS 11890 6297 LOOP INDUSTRIES COMMERCE INC COM 2961 SHS 17532 11193 LUCID GROUP INC COM 200 SHS 4809 842 MATTERPORT INC COM CL A 1400 SHS 18248 3766 PAYPAL HOLDINGS INC COM 100 SHS 9410 6141 PIMCO CORPORATE & INCOME - 7106.54 SHS 103951 94091 PIMCO DYNAMIC INCOME - 2282.203 SHS 46003 40966 PLUG POWERINC COM 1000 SHS 17775 4500 PROTERRA INC - 1,300 SHS 23845 24 REGENCY CENTERS CORP - 449.328 SHS 20600 30105 SEA LIMITED ADR 760 SHS 70590 30780 SELECT SECTOR SPDR TRUST FINANCIAL ETF - 1830.075 SHS 46332 68811 SELECT SECTOR SPDR TRUST TECHNOLOGY - 666.231 SHS 69008 128236 SENTINELONE INC COM CL A 350 SHS 10493 9604 SHOPIFY INC COM CL A 500 SHS 16944 38950 SKILLZ INC - 45 SHS 15872 281 SOFI TECHNOLOGIES INC CO 7000 SHS 51420 69650 UPSTART HLDGS INC COM 1,050 SHS 13621 42903 US BANKCORP - 3637.104 SHS 125731 157414 VANGUARD S&P 500 - 188.615 SHS 60247 82387 VIR BIOTECHNOLOGY INC - 800 SHS 31192 8048 WALGREENS BOOTS ALLIANCE INC - 612.549 SHS 24803 15994 WARNER BROS DISCOVERY INC COM 266 SHS 6254 3027 AMAZON COM INC 100 SHS 9112 15194 BANK OF AMERICA 2071.804 SHS 59647 69758 CVB FINANCIAL COM 3818.132 SHS 59927 77088 DOUBLELINE YEILD OPPORTUNITIES 2391.894 SHS 34071 35567 INVESCO QQQ TRUST UNIT 65.092 SHS 23772 26656 JP MORGAN ETF TRUST EQUITY PREM INC ETF 309.234 SHS 17091 17002 SCHWAB CORP 658.741 SHS 33168 45321 TARGET CORP 610.237 SHS 79222 86910 WALT DISNEY COMPANY 100 SHS 8780 9029 EPR PROPERTIES 255.206 SHS 11299 12365 MISCELLANEOUS BROKERAGE EXP 329 0 0 INVESTMENT EXPENSE 15 0 0