2025-09-27T17:07:31-05:00 2024-05-31 DISASTER POSTPONEMENT CA-2025-01 450250958 EIDE BAILLY LLP 21515 HAWTHORNE BLVD STE 1250 TORRANCE CA 905036583 990PF 2023-06-01 542154515 FOUR RINGS MONTANA FAMILY FOUNDATION FOUR 3105405990 21515 HAWTHORNE BLVD 1250 TORRANCE CA 90503 JOSEPH C MONTANA DIRECTOR 3105405990 2025-09-24 1 1 TIMOTHY D PETTIT CPA P00393206 3105405990 2025-09-24 2023 2025-03-06 01:10:19Z X 649418 X X 14954 14954 528 100000 528 15482 15482 0 0 0 0 0 525 0 0 0 31 0 0 0 556 0 0 0 100000 100000 100556 0 0 100000 -85074 15482 0 0 6523 6026 6026 60079 60079 60079 659976 575399 583313 726578 641504 649418 0 0 X 726578 641504 0 0 0 0 726578 641504 726578 641504 726578 -85074 0 641504 0 641504 VANGUARD BALANCED INDEX ADM: VBIDZ P 2021-03-22 2024-05-16 25000 24124 876 876 VANGUARD BALANCED INDEX ADM: VBIDZ P 2021-03-22 2024-04-25 25000 25077 -77 -77 VANGUARD BALANCED INDEX ADM: VBIDZ P 2021-03-22 2024-04-04 10000 9826 174 174 VANGUARD BALANCED INDEX ADM: VBIDZ P 2021-03-22 2024-03-28 10000 9678 322 322 VANGUARD BALANCED INDEX ADM: VBIDZ P 2021-03-22 2024-01-26 20000 20105 -105 -105 VANGUARD BALANCED INDEX ADM: VBIDZ P 2021-03-22 2023-08-17 10000 10662 -662 -662 528 215 0 215 0 215 316 0 500 0 816 0 601 601 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A EIDE BAILLY LLP 3105405990 21515 HAWTHORNE BLVD STE 1250 TORRANCE CA 90503 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH C MONTANA JR 21515 HAWTHORNE BLVD STE 1250 TORRANCE CA 90503 DIRECTOR 5.00 0 0 0 JENNIFER S MONTANA 21515 HAWTHORNE BLVD STE 1250 TORRANCE CA 90503 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 317250 5800 378535 701585 0 0 701585 10524 691061 34553 34553 215 215 34338 0 34338 0 34338 100000 0 100000 34338 0 0 87336 14924 1967 1071 105298 100000 0 0 0 34338 65662 0 0 170960 0 0 0 0 0 0 0 170960 87336 14924 1967 1071 65662 JOSEPH C MONTANA JR JENNIFER S MONTANA X BOYS & GIRLS CLUB OF TRACY 753 W LOWELL AVE TRACY CA 953762935 N/A PC TO SUPPORT AND INSPIRE YOUTH FROM DISADVANTAGED CIRCUMSTANCES 10000 GOFUNDMEORG 8605 SANTA MONICA BLVD 88639 WEST HOLLYWOOD CA 90069 N/A PC TO ASSIST IN MAUI WILDFIRE RELIEF 10000 ST FRANCIS SOLANO 469 THIRD STREET WEST SONOMA CA 95476 N/A PC TO SUPPORT RELIGIOUS INSTITUTION REGULAR OPERATIONS AND EVENTS 20000 PART OF THE CLOUD 2290 N 1ST STREET STE 101 SAN JOSE CA 95131 N/A PC TO SUPPORT EFFORTS IN ALZHEIMER'S DISEASE TRANSLATIONAL RESEARCH 35000 CLEVELAND CLINIC PHILANTHROPY PO BOX 931517 CLEVELAND OH 44193 N/A PC TO SUPPORT PEDIATRIC CARE AND RESEARCH 25000 100000 0 14 14954 18 528 0 15482 0 15482 0 0 0 0 0 0 0 0 0 0 INVESTMENT IN LOANSNAP EARN LLC AT COST 318456 318456 5,686.0620 SHS VANGUARD BALANCED INDEX AT COST 256943 264857 OFFICE SUPPLIES 31 0 0 0 TAXES 525 0 0 0