2024-11-13T12:55:44-05:00 2023-12-31 954377414 FLOYD AND ASSOCIATES 3849 E BROADWAY BLVD NO 315 Tucson AZ 85716 990PF 2023-01-01 330432347 THE NEGRI FOUNDATION NEGR 2275 HUNTINGTON DRIVE STE 432 SAN MARINO CA 911082640 JEFFREY A BUCKNER PRESIDENT 6265780012 2024-11-13 true true DAN B FLOYD P01449774 5208497460 2024-11-13 X 2023 2024-10-15 13:58:12Z X 2399752 X 118658 1 1 1 56577 56577 56577 -75909 2991088 99327 56578 56578 79700 79700 79700 4364 4364 4364 29220 29220 29220 438 438 438 7534 7534 7534 28 28 28 9756 9756 9756 131040 131040 131040 0 132250 132250 263290 131040 131040 132250 -163963 0 0 4371 13733 13733 1077861 226059 226059 1342533 2069191 2145960 14000 14000 14000 2438765 2322983 2399752 0 0 X 2438765 2322983 2438765 2322983 2438765 2322983 2438765 -163963 48181 2322983 2322983 TD AMERITRADE TOTAL STCG P 2023-06-30 394491 415493 -21002 -21002 TD AMERITRADE TOTAL LTCG P 2023-06-30 38437 36921 1516 1516 RAYMOND JAMES TOTAL STCG P 2023-06-30 2094739 2130871 -36132 -36132 RAYMOND JAMES TOTAL LTCG P 2023-06-30 240420 258760 -18340 -18340 MORGAN STANKLEY TOTAL STCG P 2023-06-30 200001 199997 4 4 MORGAN STANKLEY TOTAL LTCG P 2023-06-30 23000 24955 -1955 -1955 -75909 -57130 0 0 0 0 false false false false false false false true true CA true false false false false true JEFFREY A BUCKNER PRESIDENT 6265780012 2275 HUNTINGTON DRIVE SU 432 SAN MARINO CA 91108 false false false false false false false false false false false false false false false false false false false false false false JEFFREY A BUCKNER PRESIDENT 2275 HUNTINGTON DRIVE SU 432 SAN MARINO CA 91108 PRESIDENT 30.00 79700 4364 0 NONE 0 NONE FOUNDATION CONTRIBUTES TO OTHER QUALIFIED CHARIITIES FOR THEIR USE MAJOR AREAS OF BENEFIT ARE HOMELESS DISADVANTAGED YOUTH AND ENVIRONMENT PRESERVATION 0 2100000 250000 14000 2364000 0 2364000 35460 2328540 116427 116427 116427 116427 116427 132250 132250 116427 128740 132250 128740 31414 116427 NA NA X CHRONICLES GROUP 800 S PACIFIC COAST HWY 328 REDONDO BEACH CA 90277 NONE PC CLIMATE CRISIS 10000 BOYS GIRLS CLUB OF SOUTH BAY 1200 S CABRILLO SAN PEDRO CA 90731 NONE PC YOUTH SUPPORT 15000 CAMINO REAL COMMUNITY THEATER 31776 EL CAMINO REAL SAN JUAN CAPISTRANO CA 92675 NONE POF SUPPORT FOR COMMUNITY ARTS 4000 HUNTINGTON MUSEUM LIBRARY 1151 OXFORD ROAD SAN MARINO CA 91108 NONE PC BOTANICAL RESEARCH 2500 BEAT THE STREETS 515 S FIGUEROA STREET 16TH FL LOS ANGELES CA 90071 NONE PC URGENT YOUTH SOCIAL NEEDS 7000 ASSISTANCE LEAGUE OF SAN PEDRO 1441 W 8TH STREET SAN PEDRO CA 90732 NONE EOF COMMUNITY PROGRAMS FOR THE POOR 7500 ACTORS GANG PRISON PRJCT 9070 VENICE BLVD CULVER CITY CA 90232 NONE PC IN PRISON REHABILITATION 7500 YOUNG LIVES 420 N CASCADE AVENUE COLORADO SPRINGS CO 80903 NONE POF GUIDANCE AND EDUCATION FOR YOUNG WOMEN 2500 CRAINS FORESIGHT ANALYSIS 4415 EUCLID AVE CLEVELAND OH 44103 NONE PF ENVIRONMENTAL NEEDS GLOBAL WARMING 9000 W0MEN AT THE WELL 2852 COPLEY AVE UNIT 3 SAN DIEGO CA 92116 NONE PC RESOURCES FOE WOMEN 9250 PALOS VERDESV LAND CONSV 6118 PV DRIVE S RANCHO PALOS VERDES CA 90275 NONE PC ENV LAND PROTECT 5000 DFMCF 1900 NE 3RD STREET BEND OR 97701 NONE PC CANCER PATIENT SUPPORT 8000 UNION RESCUE MISSION 545 S SAN PEDRO ST LOS ANGELES CA 90010 NONE PC HOMELESS 300 BONITA HISTORICAL SOC 4355 BONITA ROAD COMPTON CA 90220 NONE PC COMMUNITY SUPPORT 6000 ALMAS BACKYARD FARMS 801 E REDONDO BLVD COMPTON CA 90220 NONE PC FOOD SUPPORT 10000 DELIVERING GOOD 266 W 37TH STREET 22ND FLOOR NEW YORK NY 10018 NONE PC URGENT LOCAL NEEDS 3000 TOBERMAN HOUSE 131 N GRAND AVENUE SAN PEDRO CA 90731 NONE PC DISADV SUPPORT 3500 RAINBOW SERVICES 453 W 77TH STREET SAN PEDRO CA 90731 NONE PC ABUSED SUPPORT 3000 ECOLOGY CENTER 32701 ALIPAZ STREET SAN JUAN CAPISTRANO CA 92675 NONE PC FOOD FOR THE COMMUNITY 10000 LIONS CLUB 9860 LARSON AVENUE GARDEN GROVE CA 92844 NONE PC COMMUNITY SUPPORT 1200 OCEANSIDE MUSEUM OF ART 704 PIER VIEW WAY RIVERSIDE CA 92504 NONE PC ARTS 8000 132250 0 14 1 14 56577 56578 56578 false false false false false false false false false false X X 1 MARYMOUNT CALIFORNIA UNIVERSITY 30800 PALOS VERDES DRIVE EAST RANCHO PALOS VERDES CA 90275 118658 X JEFFREY A BUCKNER PRESIDENT BENEFIT PLAN IS REIMBURSEMENT OF MEDICAL PLAN PREMIUMS AMERITRADE STOCK HOLDINGS 280731 319249 RAYMOND JAMESCAPITAL WEALTH 73776 69986 MORGAN STANLEY STOCK 157233 196702 RAYMOND JAMES MUTUAL FUNDS 302646 290989 RAYMOND JAMES ETP 897616 883797 MORGAN STANLEY OPEN END FUNDS 90923 114498 MORGAN STANLEY ETFCLOSED FDS 9716 10198 MORGAN STANLEY TREASURIES 132836 135136 MORGAN STANLEY CORPORATE BONDS 24372 26031 R JAMESCAP WEALTH TREASURIES 99342 99374 ARTWORK 14000 14000 SUPPLIES 1122 1122 1122 0 COMMUNICATIONS 938 938 938 0 BANK FEES 52 52 52 0 INSURANCE 958 958 958 0 FINANCIAL INFO AND LETTERS 167 167 167 0 ENTERTAINMENT 869 869 869 0 OFFICE EQUIPMENT 120 120 120 0 POSTAGE AND PO BOX 348 348 348 0 MISCELLANEOUS 182 182 182 0 ACCOUNTING FEES 5000 5000 5000 0 LIMITED PARTNERSHIP PASS THROUGHS 48181 RAYMOND JAMES INV FEES 24252 24252 24252 0 TD AMERITRADE EXPENSES 41 41 41 0 RAYMOND JAMES OTHER FEES 169 169 169 0 ETF FEES 0 0 0 0 MORGAN STANLEY 4758 4758 4758 0 SOCIAL SECURITYMEDICARE MATCH 6097 6097 6097 0 STATE EDD 600 600 600 0 MISC FEDERAL TAXES 520 520 520 0 FOREIGN TAXES 317 317 317 0