2025-08-01T13:50:49-07:00 2024-12-31 330886231 Massey Wehr & Company LLP 7814 Ivanhoe Avenue La Jolla CA 92037 990PF 2024-01-01 336176612 Arms Family Foundation Tr ARMS 3104290332 1740 Pine Street Santa Monica CA 90405 Emily Arms Trustee 2025-08-01 true true Gregory A Wehr P00115156 8585510169 2024 2025-03-06 01:10:19Z X X 667796 X X 17 17 15958 15958 53331 277874 53331 69306 69306 32 32 13265 13265 13297 13297 0 50125 50125 63422 13297 50125 5884 56009 2388 10215 10215 500 500 500 4869 22149 22149 356380 288198 288198 286912 346734 346734 650549 667796 667796 0 X 650549 667796 650549 667796 650549 667796 650549 5884 11363 667796 667796 Capital Gain Distributions P 2022-01-01 2024-12-31 11964 11964 11964 UBS #08699 - ST Covered P 2024-01-01 2024-07-01 42932 40493 2439 2439 UBS #08699 - LT Covered P 2022-01-01 2024-07-01 222978 184050 38928 38928 53331 779 779 779 727 1000 1727 X 2 946 946 false false false false false false false true true CA true false false false false true N/A Emily Arms 3104290332 1740 Pine Street Santa Monica CA 904052731 false false false false false false false false false false false false false false false false false false false false false false Emily Arms 1740 Pine Street Santa Monica CA 904052731 Trustee 0.00 0 NONE NONE 652621 6301 0 658922 0 658922 9884 649038 32452 32452 779 779 31673 31673 31673 50125 50125 31673 2809 2616 22960 16286 44671 50125 0 31673 18452 63123 0 63123 2809 2616 22960 16286 18452 X St Pauls Lutheran Church 1376 Felspar Street San Diego CA 92210 None Exempt General Support 10000 Santa Monica Education Fdn 1645 16th Street Santa Monica CA 90404 None Exempt General Support 12125 SMAPA JAMS Theatre 2425 16th Street Santa Monica CA 90405 None Exempt General Support 5000 LA Opera 135 North Grand Avenue Los Angeles CA 90012 None Exempt General Support 16000 Santa Monica HS Samohi Choir 601 Pico Blvd Santa Monica CA 90405 None Exempt General Support 2500 ICEF Public Schools 3855 W Slauson Avenue Los Angeles CA 90043 None Exempt General Support 2500 The Music Center 135 North Grand Avenue Los Angeles CA 90012 None Exempt General Support 1000 CBB4Life 5917 Cozzens Street San Diego CA 92122 NONE Exempt General 1000 50125 14 17 14 15958 18 53331 69306 69306 false false false false false false false false false false Fidelity Advisors Intl Cap Apprec Fd C 20213 20213 JP Morgan Equity Prem Inc ETF 27672 27672 Columbia Dividend Income Fund 41444 41444 Fuller & Thaler Behav Sm Cap Eq Fd 22728 22728 Janus Henderson Enterprise Fd Cl I 28373 28373 T. Rowe Price Dividend Growth Fund The Growth Fund of America Fd Cl F2 14876 14876 American Funds Internat'l Vantage Fuller & Thaler Behav Md-Cp Val Instl F JP Morgan Large Cap Growth Fd 27564 27564 Value Line Mid Cap Focused 19893 19893 Value Line Small Opp Fd 20688 20688 Dodge & Cox Stock Fund 20823 20823 Invesco Small Cap Value Fund 14846 14846 T Rowe Price All-Cap Opportunities Fund 29078 29078 22149 22149 Miller Intermediate Bond Fund Cl I FMV 35290 35290 Ishares 20+ Year Treas Bond ETF FMV 25238 25238 JP Morgan Strategic Inc Opp FMV 86525 86525 Calamos Market Neutral Inc Fund Cl I FMV 43059 43059 Catalyst/Millburn Hedge Strategy Fd FMV 44304 44304 Janus Henderson Balanced Fd Cl I FMV 43701 43701 JP Morgan Hedged Equity Fd FMV 68617 68617 Investment Fees 6265 6265 Travel Reimbursement & Exec Dir Fees 7000 7000 Foreign Tax Expense 32 32