2025-02-21T18:48:05-06:00 2024-11-30 201732004 KISINGER ACCOUNTANCY CORPORATION 1475 WEST PARK AVENUE REDLANDS CA 923738178 990PF 2023-12-01 770018844 THE JOHN AND MILDRED MEDIC WUCHENICH FOUNDATION JOHN 9097987122 248 GRANDVIEW DRIVE REDLANDS CA 92373 DANIELLE E WUCHENICH PRESIDENT 9097987122 2025-02-18 1 0 RONALD A KISINGER CPA P00119274 9097938225 2025-02-20 2023 2025-03-06 01:10:19Z X 3388689 X 37548 349 349 93282 93282 529865 1482157 529865 661044 623496 0 0 0 6385 0 0 24582 0 0 6846 0 0 37813 0 0 128407 128407 166220 0 128407 494824 623496 24836 12963 12963 2165758 2700186 3233255 170202 142471 142471 2360796 2855620 3388689 0 0 X 0 0 0 0 2360796 2855620 2360796 2855620 2360796 2855620 2360796 494824 0 2855620 0 2855620 380 SHRS SCE TRUST III VAR PFD CALLABLE P 2022-11-30 2024-11-29 9500 9544 -44 -44 5000 SHRS SPLUNK INC 1.125% 06/15/2027 CONVERTIBLE EXCHANGEABLE P 2023-03-07 2024-01-05 4842 4433 409 409 5000 SHRS US TREASURY BILL 04/23/2024 P 2024-01-03 2024-04-08 4990 4920 70 70 10000 SHRS US TREASURY BILL 04/23/2024 P 2024-01-03 2024-04-12 9988 9841 147 147 10000 SHRS US TREASURY BILL 04/23/2024 P 2024-01-03 2024-04-17 9993 9841 152 152 25000 SHRS US TREASURY BILL 04/23/2024 P 2022-11-30 2024-04-18 24985 24601 384 384 5000 SHRS US TREASURY BILL 05/07/2024 P 2024-03-26 2024-05-01 4996 4970 26 26 18000 SHRS US TREASURY BILL 07/30/2024 P 2024-05-07 2024-06-14 17887 17783 104 104 22000 SHRS US TREASURY BILL 07/30/2024 P 2024-05-07 2024-06-21 21885 21734 151 151 30000 SHRS US TREASURY BILL 07/30/2024 P 2024-05-07 2024-07-08 29909 29638 271 271 15000 SHRS US TREASURY BILL 07/30/2024 P 2024-05-07 2024-07-09 14957 14819 138 138 5000 SHRS US TREASURY BILL 11/19/2024 P 2024-09-12 2024-10-23 4983 4955 28 28 12000 SHRS US TREASURY BILL 11/19/2024 P 2024-09-12 2024-10-29 11969 11891 78 78 35000 SHRS US TREASURY BILL 11/19/24 P 2024-09-12 2024-11-04 34938 34683 255 255 200 SHRS ALLY FINL INC P 2022-11-30 2024-01-19 7055 4752 2303 2303 50 SHRS ANDERSONS INC P 2019-10-08 2023-12-07 2593 962 1631 1631 80 SHRS ANDERSONS INC P 2019-10-08 2023-12-11 4250 1539 2711 2711 55 SHRS ANDERSONS INC P 2019-10-08 2023-12-12 2911 1058 1853 1853 174 SHRS ANDERSONS INC P 2022-11-30 2023-12-28 10153 3079 7074 7074 600 SHRS ARCOS DORADOS HLDGS A P 2021-11-15 2023-12-27 7662 3177 4485 4485 400 SHRS ASANA INC A P 2023-12-28 2024-01-02 7276 7750 -474 -474 180 SHRS ARDMORE SHIPPING CO P 2022-11-30 2024-05-09 3674 978 2696 2696 210 SHRS ARDMORE SHIPPING CO P 2022-11-30 2024-06-12 4706 973 3733 3733 35 SHRS AMERICAN EXPRESS CO P 2023-07-24 2024-01-16 6322 5862 460 460 105 SHRS AMERICAN EXPRESS CO P 2022-11-30 2024-03-07 23455 17247 6208 6208 1 SHR AUTOZONE INC P 2021-02-12 2024-10-22 3163 1145 2018 2018 125 SHRS BROOKFIELD ASSET MAN A P 2022-11-30 2023-12-20 4926 1906 3020 3020 50 SHRS BANK OF NY MELLON CO P 2022-03-18 2024-01-02 2605 2591 14 14 170 SHRS BANK OF NY MELLON CO P 2022-11-30 2024-07-22 10602 8254 2348 2348 210 SHRS BANK OF NY MELLON CO P 2022-11-30 2024-11-08 16267 9453 6814 6814 38 SHRS BERKSHIRE HATHAWAY B P 2010-01-13 2024-02-15 15209 2516 12693 12693 54 SHRS BERKSHIRE HATHAWAY B P 2022-11-30 2024-05-06 21791 3237 18554 18554 40 SHRS BERKSHIRE HATHAWAY B P 2006-02-16 2024-11-11 18582 2326 16256 16256 242 SHRS CHEMOURS CO P 2015-09-25 2023-12-26 7750 1750 6000 6000 80 SHRS COCA-COLA EUROPACIFI P 2022-11-30 2024-09-04 6463 3496 2967 2967 270 SHRS CARLYLE GROUP INC P 2023-05-04 2023-12-14 11323 6987 4336 4336 400 SHRS CLEANSPARK INC P 2023-12-27 2023-12-28 5320 5158 162 162 75 SHRS C N A FINL CORP P 2022-11-30 2024-07-29 3780 2609 1171 1171 70 SHRS C N A FINL CORP P 2022-11-30 2024-08-02 3431 1666 1765 1765 290 SHRS C N A FINL CORP P 2022-11-30 2024-08-09 14240 3577 10663 10663 124 SHRS C N A FINL CORP P 2009-03-11 2024-08-14 6007 848 5159 5159 76 SHRS C N A FINL CORP P 2009-03-11 2024-08-15 3718 519 3199 3199 60 SHRS C N A FINL CORP P 2009-03-11 2024-08-16 2947 410 2537 2537 1000 SHRS DIAMOND OFFSHR DRILL P 2022-11-30 2024-09-05 5650 2013 3637 3637 275 SHRS ELANCO ANIMAL HEALTH P 2023-05-24 2023-12-11 3501 2302 1199 1199 30 SHRS FEDEX CORP P 2022-11-30 2023-12-15 8484 6858 1626 1626 28 SHRS FEDEX CORP P 2022-11-30 2024-09-03 8246 5326 2920 2920 14 SHRS FEDEX CORP P 2018-12-26 2024-09-17 4160 2143 2017 2017 38 SHRS FEDEX CORP P 2022-11-30 2024-11-19 11103 8359 2744 2744 37 SHRS FEDEX CORP P 2024-09-20 2024-11-26 11170 9426 1744 1744 680 SHRS FIRST HORIZON CORP P 2022-11-30 2024-11-26 14503 11850 2653 2653 6 SHRS FAIRFAX FINL HL P 2013-12-12 2024-05-13 6845 2292 4553 4553 12 SHRS FAIRFAX FINL HL P 2022-11-30 2024-09-03 14413 3743 10670 10670 6 SHRS FAIRFAX FINL HLDGS L P 2020-04-30 2024-11-25 8451 1661 6790 6790 340 SHRS FORWARD AIR CORP P 2022-11-30 2024-08-26 11030 17253 -6223 -6223 210 SHRS FORWARD AIR CORP P 2022-11-30 2024-09-20 7674 9354 -1680 -1680 130 SHRS GREIF INC A P 2020-02-25 2023-12-13 8532 5542 2990 2990 185 SHRS GILEAD SCIENCES INC P 2022-11-30 2024-11-08 17781 12915 4866 4866 93 SHRS GILEAD SCIENCES INC P 2022-11-30 2024-11-29 8622 5957 2665 2665 69 SHRS ALPHABET INC A P 2022-11-30 2024-05-13 11540 6770 4770 4770 2400 SHRS GRUPO FINC INBURSA P 2019-02-12 2023-12-27 6484 3411 3073 3073 1200 SHRS GRUPO FINC INBURSA P 2019-02-12 2023-12-28 3198 1705 1493 1493 160 SHRS MARINEMAX INC P 2022-11-30 2024-07-30 5897 4711 1186 1186 160 SHRS INTL FLAVORS& FRAGRA P 2022-11-30 2024-04-22 13443 12371 1072 1072 100 SHRS INTERNTNL SEAWAY P 2022-11-30 2024-06-12 5891 1661 4230 4230 850 SHRS ITERIS INC P 2022-11-30 2024-08-09 5936 3344 2592 2592 850 SHRS ITERIS INC P 2022-11-30 2024-08-28 6010 2369 3641 3641 300 SHRS ITOCHU CORP P 2014-12-10 2023-12-21 12060 3279 8781 8781 200 SHRS ITOCHU CORP P 2015-02-12 2023-12-22 8110 2128 5982 5982 400 SHRS INVESTOR AKTIEBOLAG B P 2016-10-23 2024-09-03 11889 4207 7682 7682 400 SHRS INVESTOR AKTIEBOLAG B P 2018-10-23 2024-09-16 11894 4207 7687 7687 400 SHRS JEFFERIES FINL P 2022-11-30 2024-07-12 21668 9846 11822 11822 200 SHRS JEFFERIES FINL GROUP P 2013-06-20 2024-09-17 12274 4865 7409 7409 240 SHRS JEFFERIES FINL GROUP P 2022-11-30 2024-11-06 17288 5838 11450 11450 115 SHRS JPMORGAN CHASE & CO P 2022-11-30 2024-02-26 21162 5657 15505 15505 58 SHRS J P MORGAN CHASE & C P 2012-07-05 2024-09-03 12959 2005 10954 10954 29 SHRS JPMORGAN CHASE & CO P 2022-11-30 2024-11-26 7226 883 6343 6343 500 SHRS WK KELLOGG CO P 2022-11-30 2024-04-29 11889 4934 6955 6955 250 SHRS WK KELLOGG CO P 2023-10-16 2024-11-27 5338 2467 2871 2871 2700 SHRS KEPPEL CORP LTD A P 2022-11-30 2024-02-01 14289 10694 3595 3595 540 SHRS KEPPEL REIT P 2023-11-07 2024-01-03 380 329 51 51 230 SHRS LIBERTY BROADBAND CO A P 2022-11-30 2024-11-07 22092 14826 7266 7266 2000 SHRS LUMEN TECHNOLOGIES I P 2022-11-30 2024-07-30 6041 19688 -13647 -13647 940 SHRS MARTINREA INTL INC P 2022-11-30 2023-12-14 9475 8300 1175 1175 0.60000 SHRS NOBLE CORP PLC P 2024-02-29 2024-09-05 21 22 -1 -1 380 SHRS NEUBERGER BERMN ENRG INFR INC NAV CF P 2020-09-23 2024-07-19 3057 845 2212 2212 210 SHRS NEUBERGER BERMN ENRG INFR INC NAV CF P 2020-09-23 2024-07-22 1700 467 1233 1233 100 SHRS NEUBERGER BERMN ENRG INFR INC NAV CF P 2020-09-23 2024-07-23 810 222 588 588 110 SHRS NEUBERGER BERMN ENRG INFR INC NAV CF P 2020-09-23 2024-07-29 881 245 636 636 190 SHRS NINTENDO CO LTD P 2022-11-30 2024-01-17 10330 7928 2402 2402 190 SHRS NINTENDO CO LTD P 2022-11-30 2024-08-06 9182 7965 1217 1217 70 SHRS NEXSTAR MEDIA GROUP P 2022-11-30 2024-05-24 11085 7984 3101 3101 55 SHRS NEXSTAR MEDIA GROUP P 2018-06-28 2024-07-01 9195 4100 5095 5095 55 SHRS NEXSTAR MEDIA GROUP P 2022-11-30 2024-07-15 9597 5438 4159 4159 0.33333 SHRS NEW YORK CMNTY BANCO P 2024-01-31 2024-07-12 4 7 -3 -3 500 SHRS ORGANON & CO P 2022-11-30 2024-05-30 10469 15291 -4822 -4822 280 SHRS OLD NTNL BANK P 2022-11-30 2024-07-29 5649 4688 961 961 280 SHRS OLD NTNL BANK P 2022-11-30 2024-07-30 5630 4249 1381 1381 410 SHRS OLD NATL BANCORP IND P 2022-11-30 2024-11-19 8606 5764 2842 2842 730 SHRS OLD NATL BANCORP IND P 2022-11-30 2024-11-25 16920 9727 7193 7193 60 SHRS PENSKE AUTOMOTIVE GR P 2022-11-30 2024-01-10 9089 1367 7722 7722 125 SHRS PROSPERITY BANCSHARE P 2022-11-30 2024-11-26 10574 8181 2393 2393 250 SHRS PIEDMONT OFFICE RLTY A REIT P 2022-05-02 2024-10-25 2669 3952 -1283 -1283 450 SHRS PARK HOTELS & RESORT REIT P 2022-11-30 2024-02-29 7532 5881 1651 1651 135 SHRS PINNACLE FINL PARTNER P 2022-11-30 2023-12-26 11699 9893 1806 1806 142 SHRS PINNACLE FINL PARTNR P 2022-11-30 2024-07-29 13659 10173 3486 3486 85 SHRS PINNACLE FINL PARTNR P 2022-11-30 2024-09-03 8369 5833 2536 2536 64 SHRS PINNACLE FINL PARTNE P 2022-11-30 2024-11-19 7842 4163 3679 3679 64 SHRS PINNACLE FINL PARTNE P 2023-03-09 2024-11-25 8339 4030 4309 4309 80 SHRS CAREER EDUCATION COR P 2021-05-28 2023-12-01 1400 969 431 431 1400 SHRS PROSPECT CAPITAL CO P 2024-08-29 2024-09-03 7293 7036 257 257 800 SHRS REPAY HOLDINGS CORP A P 2023-10-11 2024-07-01 8339 5150 3189 3189 200 SHRS SILVERBOW RESOURCES P 2023-12-28 2024-01-02 5877 5809 68 68 7000 SHRS SHARECARE INC A P 2023-11-28 2024-07-22 9554 6516 3038 3038 7000 SHRS SHARECARE INC A P 2022-11-30 2024-08-09 9614 4528 5086 5086 0.45000 SHRS SEATRIUM LIMITED P 2023-03-01 2024-05-14 1 1 0 0 360 SHRS SUNRISE COMMUNICATIO A ADR P 2022-11-30 2024-11-25 16750 16750 16750 130 SHRS SOUTHSTATE CORP P 2022-11-30 2023-12-26 11126 9678 1448 1448 130 SHRS SOUTHSTATE CORP P 2022-11-30 2024-11-26 14454 8573 5881 5881 250 SHRS SUMITOMO CORP P 2022-11-30 2023-12-22 5336 3159 2177 2177 42 SHRS SCORPIO TANKERS INC P 2021-12-29 2024-05-09 3242 536 2706 2706 5 SHRS SUN CMNTYS INC REIT P 2023-07-18 2024-09-10 706 658 48 48 50 SHRS SUN CMNTYS INC REIT P 2022-11-30 2024-09-16 7348 6224 1124 1124 40 SHRS SUN CMNTYS INC REIT P 2022-11-30 2024-09-25 5492 4869 623 623 300 SHRS MOLSON COORS BEVERAG B P 2022-11-30 2024-11-11 18231 14588 3643 3643 175 SHRS TELEPHONE & DATA SYS P 2022-11-30 2023-12-14 3410 3157 253 253 440 SHRS TELEPHONE & DATA SYS P 2022-11-30 2024-07-09 9049 7430 1619 1619 685 SHRS TELEPHONE & DATA SYS P 2022-11-30 2024-07-11 14326 8804 5522 5522 563 SHRS TELEPHONE & DATA SYS P 2022-11-30 2024-11-25 19086 5776 13310 13310 450 SHRS TEVA PHARMACEUTICAL ADR P 2021-03-08 2024-08-30 8424 4788 3636 3636 60 SHRS TENET HEALTHCARE P 2022-11-30 2024-05-10 7687 853 6834 6834 100 SHRS TENET HEALTHCARE P 2017-08-09 2024-06-03 13476 1381 12095 12095 50 SHRS TENET HEALTHCARE P 2017-08-09 2024-08-23 8162 690 7472 7472 25 SHRS TENET HEALTHCARE P 2017-08-09 2024-09-03 4154 345 3809 3809 8800 SHRS TRILOGY INTERNTNL PA P 2022-11-30 2024-04-03 616 4380 -3764 -3764 500 SHRS UNITED NAT FOODS INC P 2022-11-30 2024-10-01 10592 8607 1985 1985 170 SHRS UNITED NAT FOODS INC P 2020-02-26 2024-10-02 3649 1132 2517 2517 380 SHRS UNITED NAT FOODS INC P 2022-11-30 2024-11-12 7980 4068 3912 3912 410 SHRS UNITED NAT FOODS INC P 2022-11-30 2024-11-20 9043 4567 4476 4476 410 SHRS UNITED NAT FOODS INC P 2022-11-30 2024-11-25 9785 3915 5870 5870 400 SHRS UNVL TECH INSTITUTE P 2022-08-11 2023-12-01 4756 2703 2053 2053 298 SHRS UNVL TECH INSTITUTE P 2022-09-01 2023-12-28 3788 2004 1784 1784 402 SHRS UNVL TECH INSTITUTE P 2022-09-01 2024-02-08 6307 2704 3603 3603 500 SHRS US CELLULAR CORP 5.5% 03/01/2070 PFC P 2022-11-30 2024-05-29 10717 6756 3961 3961 400 SHRS VERITONE INC P 2022-11-30 2024-03-26 2403 1962 441 441 116 SHRS VALERO ENERGY CORP P 2022-11-30 2024-03-13 18445 2285 16160 16160 109 SHRS VALERO ENERGY CORP P 2022-11-30 2024-03-19 18197 2057 16140 16140 300 SHRS VORNADO REALTY TRUST REIT P 2022-11-30 2023-12-14 9220 19285 -10065 -10065 300 SHRS VORNADO REALTY TRUST REIT P 2022-11-30 2024-01-02 8517 12717 -4200 -4200 350 SHRS VORNADO RLTY TR REIT P 2022-11-30 2024-10-17 14816 8680 6136 6136 440 SHRS VONTIER CORP P 2022-11-30 2023-12-26 15164 10865 4299 4299 172 SHRS V S E CORP P 2022-11-30 2023-12-26 10926 6443 4483 4483 340 SHRS VESTIS CORP P 2022-11-30 2023-12-28 7210 5091 2119 2119 153 SHRS VITESSE ENERGY INC P 2022-11-30 2024-04-01 3598 1366 2232 2232 400 SHRS VERIZON COMMUNICATIO P 2022-11-30 2024-09-30 18043 21119 -3076 -3076 57 SHRS WEST FRASER TIMBER P 2022-06-23 2024-03-19 4610 4117 493 493 600 SHRS WIDEOPENWEST INC P 2023-08-25 2024-07-23 3121 4480 -1359 -1359 400 SHRS WIDEOPENWEST INC P 2023-11-10 2024-07-26 2070 1147 923 923 500 SHRS WIDEOPENWEST INC P 2023-11-10 2024-07-29 2645 1434 1211 1211 228 SHRS WESTROCK CO P 2022-11-30 2024-02-29 10368 5311 5057 5057 227 SHRS WESTROCK CO P 2022-11-30 2024-06-24 11525 6197 5328 5328 529865 8667 0 8667 0 8667 4680 0 0 0 4680 0 3987 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A JOHN D WUCHENICH 9097987122 248 GRANDVIEW DRIVE REDLANDS CA 92373 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 PRESIDENT 2.00 0 0 0 JOHN D WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 SECRETARY-TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 2823340 0 0 2823340 0 0 2823340 42350 2780990 139050 139050 8667 8667 130383 0 130383 0 130383 128407 0 128407 130383 121936 0 0 128407 121936 0 0 6471 0 0 0 0 0 0 0 0 123912 0 0 0 DANIELLE E WUCHENICH JOHN D WUCHENICH X ANCHOR OF HOPE CHARITIES (ANCHOR ORPHANAGE COLLEGE-ZAMBIA) 103108 STORMHAVEN WAY INDIANAPOLIS IN 46256 N/A CHARITY-SCHOOL SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 29325 LAUREL LAKE CAMP AND RETREAT CENTER 76 LODGE ROAD ROSSITER PA 15772 N/A PUBLIC CHARITY SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 10000 LIFELINE HUMANITARIAN ORGANIZATION (KOVIN PSYCHIATRIC HOSPITAL) 200 N MICHIGAN AVE STE 502 CHICAGO IL 60601 N/A PUBLIC CHARITY SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALSSUPPORT OF THE ORGANIZATIONS CHARITABLE GOALSSUPPORT ORPHANAGES IN SERBIA 73346 NORTH AMERICAN DIVISION OF SDA CHURCH 9705 PATUXENT WOODS DRIVE COLUMBIA MD 210461565 N/A CHARITY-CHURCH SPONS SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 15000 PINE SPRINGS RANCH CHRISTIAN YOUTH CAMP & RETREAT CENTER 58000 APPLE CANYON RD MOUNTAIN CENTER CA 92561 N/A CHARITY-CHURCH SPONS SUPPORT OF THE ORGANIZATIONS CHARITABLE GOALSSUPPORT OF THE ORGANIZATIONS CHARITABLE GOALS 736 128407 0 14 349 14 93282 18 529865 0 93631 529865 623496 3 INTEREST IS RECEIVED ON TEMPORARY INVESTMENTS MADE IN SAVINGS ACCOUNTS 4 DIVIDENDS ARE RECEIVED ON INVESTMENTS IN STOCKS. 8 GAINS OR (LOSSES) RESULT FROM SALES OF STOCKS THAT ARE MADE TO IMPROVE THE STOCK PORTFOLIO SO THAT STOCK DIVIDEND INCOME WILL CONTINUE TO PROVIDE INCOME FOR THE ORGANIZATION'S EXEMPT PURPOSES. 0 0 0 0 0 0 0 0 0 0 X X 1 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 10158 X 2 JOHN G WUCHENICH 451 SUMMIT AVE REDLANDS CA 92373 22390 X 3 VALERIE WUCHENICH NELSON C/O 248 GRANDVIEW DRIVE REDLANDS CA 92373 5000 X ACCOUNTING FEES 6385 0 0 COMMON STOCKS 2700186 3233255 CASH AND EQUIVALENTS FMV 142471 142471 BROKERAGE/INVESTMENT COSTS 24582 0 0 DANIELLE E WUCHENICH 248 GRANDVIEW DRIVE REDLANDS CA 92373 JOHN G WUCHENICH 451 SUMMIT AVENUE REDLANDS CA 92373 VALERIE WUCHENICH NELSON C/O 248 GRANDVIEW DRIVE REDLANDS CA 92373 FORM RRF-1 100 0 0 FORIEGN TAX PAID ON INVESTMENTS 391 0 0 FEDERAL INCOME TAX 6355 0 0