2025-11-04T13:04:08-08:00 2024-12-31 454763073 PAYNE FINANCIAL CONSULTING INC 1900 SO NORFOLK ST SUITE 350 SAN MATEO CA 94403 990PF 2024-01-01 472072111 Kung Guerra Foundation KUNG 6502185864 PO Box 59 Los Altos CA 94023 Lisa Guerra President 2025-11-04 true true Mark W Payne EA CFPR P01277223 6503720114 2024 2025-03-06 01:10:19Z X 59757317 X X 107708 107708 107708 346557 346557 346557 4565637 12429188 5461169 78087 1519 5021421 5915434 532352 17585 17585 67673 67673 67673 89279 1130 1130 1855 1855 177522 67673 67673 20570 1572500 1572500 1750022 67673 67673 1593070 3271399 5847761 464679 242811 546758 546758 4954 458903 14411432 13877438 53943344 1158239 5135249 5159046 114545 4001 108169 108169 16394885 19667614 59757317 1330 1330 X 16394885 19666284 16394885 19666284 16394885 19667614 16394885 3271399 19666284 19666284 Covered ST Sales in 203 P 2024-01-01 2024-12-31 374737 330072 44665 44665 Covered LT Sales in 203 P 2023-01-01 2024-12-31 625222 418397 206825 206825 Covered ST Sales in 256 P 2024-01-01 2024-12-31 3245481 3216303 29178 29178 Covered LT Sales in 256 P 2023-01-01 2024-12-31 4630 4538 92 92 Covered ST Sales in 257 P 2024-01-01 2024-12-31 33225 34000 -775 -775 Covered LT Sales in 257 P 2023-01-01 2024-12-31 975709 1044665 -68956 -68956 Covered ST Sales in 258 P 2024-01-01 2024-12-31 606976 574120 32856 32856 Covered LT Sales in 258 P 2023-01-01 2024-12-31 1350293 1316354 33939 33939 9,800 Shs Meta Platforms Inc P 2009-12-23 2024-12-31 5211305 123 5211182 5211182 Wash Sale Adj/Basis Adj P 2024-01-01 2024-12-31 1610 1610 1610 Accrued Market Discount Adjustment P 2024-01-01 2024-12-31 29447 -29447 -29447 5461169 78087 81284 81284 81284 79951 2500 82451 X 1167 1167 false false false false false false false true true CA true false false false false true N/A Lisa Guerra 6503720114 PO Box 59 Los Altos CA 940230059 false false false false false false false false false false false false false false false false false false false false false false Charles Kung PO Box 59 Los Altos CA 94023 Secretary/Treas 10.00 0 Lisa Guerra PO Box 59 Los Altos CA 94023 President 10.00 0 NONE NONE Investment in KitSwitch PBC. KitSwitch PBC focuses on housing affordability and sustainability through ready-to-install interior kits. 100000 100000 52331980 335751 0 52667731 0 52667731 790016 51877715 2593886 2593886 81284 81284 2512602 2512602 2512602 1593070 100000 1693070 2512602 1492812 1693070 1492812 0 200258 2312344 Charles Kung Lisa Guerra X UC Berkeley Foundation 1995 University Ave Ste 400 Berkeley CA 94704 None PC Sustainability and Engineering Student Center Renovation 367500 Khan Academy PO Box 1630 Mountain View CA 94042 None PC General Operating Support - Education 250000 Village Enterprise 1180 San Carlos Avenue 222 San Carlos CA 94070 None PC General Operating Support 115000 Somos Mayfair 1695 Alum Rock Ave Ste 10 San Jose CA 95116 None PC General Operating Support 30000 Environmental Defense Fund 257 Park Avenue S New York NY 10010 None PC US Climate Change Efforts 175000 Learning Equality 9700 Gilman Drive PMB 323 La Jolla CA 92093 None PC General Operating Support 225000 Mercy Corps PO Box 37800 Boone IA 50037 None PC Mercy Corps Ventures 150000 Silicon Valley Social Venture Fund 350 Twin Dolphin Drive Suite 103 Redwood City CA 94065 None PC General Operating Support 50000 Northeastern University 402 Columbus Place Boston MA 02115 None PC Sustainability 70000 Upward Scholars 855 Jefferson Aveue Box 506 Redwood City CA 94064 None PC General Operating Support 20000 Center for Climate and Energy Solut 3100 Clarendon Blvd Suite 800 Arlington VA 22201 None PC General Operating Support 70000 Streetcode Academy PO Box 51867 East Palo Alto CA 94303 None PC General Operating Support 10000 Waterorg 117 West 20th Street Suite 203 Kansas City MO 64108 None PC General Operating Support 10000 University of Michigan 3003 S State St Suite 8000 Ann Arbor MI 48109 None PC Entrepreneurship and Innovation Funds 20000 MIT Solve 600 Technology Square 3rd Floor Cambridge MA 02139 None PC Solve Innovation Future 10000 1572500 14 107708 14 346557 1519 4565637 5021421 5021421 false false false false false false false false false false Accounting Fees 17585 0 0 17585 Dividends Receivable 4001 8169 8169 Bank Fees/ADR Fees 1056 1056 Licenses & Permits 220 220 Postage 282 282 Software Fees 297 297 Other Investment Income 1519 Federal Tax Payable 1330 Investment Management Fees 67673 67673 67673 0 Federal Taxes Paid 81284 Foreign Tax on Dividend Income 7995