2026-08-28T09:31:28-05:00 2025-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 3131 CAMINO DEL RIO NORTH - STE 1200 SAN DIEGO CA 92108 990PF 2025-01-01 472672726 MARK AND KATIE BOWLES FAMILY FOUNDATION MARK 8583498460 2545 ARDATH ROAD LA JOLLA CA 92037 KATHLEEN BOWLES VICE PRESIDENT 8583498460 2026-08-25 1 BRENT L GASTINEAU P00359737 6192827366 2026-08-25 2025 X 28739 X X 487 487 40310 66728 40310 40797 40797 0 0 0 3300 1500 1500 19 19 0 8 8 0 727 6 50 4054 1533 1550 65360 65360 69414 1533 66910 -28617 39264 2885 1357 1357 91558 10252 24701 10062 7381 3352 2681 2681 97795 14290 28739 0 0 X 97795 14290 97795 14290 97795 14290 97795 -28617 0 69178 54888 14290 PUBLICLY TRADED SECURITIES 66728 26418 40310 40310 40310 546 0 546 0 546 17 0 1200 0 1217 28 643 643 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KATHLEEN BOWLES 8583498460 2545 ARDATH ROAD LA JOLLA CA 92037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK V BOWLES 2545 ARDATH ROAD LA JOLLA CA 92037 DIRECTOR 1.00 0 0 0 KATHLEEN A BOWLES 2545 ARDATH ROAD LA JOLLA CA 92037 DIRECTOR 1.00 0 0 0 MILES BOWLES 2897 RANCHO RIO CHICO CARLSBAD CA 92009 DIRECTOR 1.00 0 0 0 MARSHAL BOWLES 4742 JUTLAND DRIVE SAN DIEGO CA 92117 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 45670 3893 0 49563 0 0 49563 743 48820 2441 2441 546 546 1895 0 1895 0 1895 66910 0 66910 1895 0 0 30158 49325 56127 7360 142970 66910 0 0 0 1895 65015 0 0 207985 0 0 0 0 0 0 30158 177827 49325 56127 7360 65015 MARK V BOWLES KATHLEEN A BOWLES X DEFY VENTURES INC 5 PENN PLAZA 19TH FLOOR NEW YORK NY 10001 N/A PC GENERAL SUPPORT 10000 KISS THE GROUND PO BOX 515381 PMB 63508 LOS ANGELES CA 900516681 N/A PC GENERAL SUPPORT 5000 LA JOLLA INSTITUTE ALLERGY & IMMUNOLOGY 9420 ATHENA CIR LA JOLLA CA 92037 N/A PC GENERAL SUPPORT 50000 WOMEN FOR WOMEN INTERNATIONAL 2000 M STREET NW SUITE 200 WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 360 65360 0 14 487 18 40310 0 40797 0 40797 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 3300 1500 1500 LEGAL FEES 2014-12-16 10062 6710 180.000000000000 671 0 7381 BERKLEY W R CORP 3851 9466 BOSTON SCIENTIFIC CORP 4975 11728 BRUNELLO CUCINELLI SPA 1426 3507 LEGAL FEES 10062 7381 2681 2681 PRIOR YEAR ADJUSTMENT DUE TO UNREALIZED GAIN/LOSS - NO INCOME TAX EFFECT 54888 ADVISORY FEE 6 6 0 STATE REGISTRATION RENEWAL 50 0 50 AMORTIZATION 671 0 0 FOREIGN TAX 8 8 0