2026-05-29T15:03:39-04:00 2025-12-31 208213206 ABEL KRIEGER & WILMETH CPA'S 73-350 EL PASEO SUITE 201 PALM DESERT CA 92260 990PF 2025-01-01 237029751 THE STEPHEN PHILIBOSIAN FOUNDATION STEP 7605683920 46-930 W ELDORADO DR INDIAN WELLS CA 92210 JOYCE P STEIN TRUSTEE 7605683920 2026-05-22 true ROBERT D WILMETH JR P00352073 7603467413 2026-05-20 2025 2025-03-06 01:10:19Z X 8576204 X X 37220 37220 37220 162035 162035 162035 216757 1139428 2 416012 199257 199255 10690 10690 56733 48613 8120 4202 4202 5000 5000 21063 21063 97688 52815 44873 471255 471255 568943 52815 516128 -152931 146442 199255 19951 13656 13656 404219 122380 122380 685598 687533 723577 2359825 2126589 3723695 2178183 2544644 2884781 1011638 1009957 1108115 6659414 6504759 8576204 0 X 6659414 6504759 6659414 6504759 6659414 6504759 6659414 -152931 6506483 1724 6504759 2 2036 2036 2036 7524 7524 5488 5488 false false false false false false false true true true false false false false true N/A JOYCE STEIN 7605683920 46-930 W EL DORADO DRIVE INDIAN WELLS CA 92210 false false false false false false false false false false false false false false false false false false false false JOYCE P STEIN 46-930 W EL DORADO DRIVE INDIAN WELLS CA 92210 TRUSTEE 000.00 0 0 0 THOMAS MOMJIAN 111 PRESIDENTIAL BLVD SUITE 233 BALA CYNWOOD PA 19004 TRUSTEE 000.00 0 0 0 LOUISE DANELIAN 75-600 BERYL LANE INDIAN WELLS CA 92210 TRUSTEE 000.00 0 0 0 STEPHANIE LANDES 46-650 E EL DORADO DRIVE INDIAN WELLS CA 92210 TRUSTEE 000.00 0 0 0 NONE NONE N/A 8306438 261428 0 8567866 8567866 128518 8439348 421967 421967 2036 2036 419931 419931 419931 516128 516128 419931 31151 629172 201348 96237 957908 516128 419931 96197 1054105 0 31151 1022954 629172 201348 96237 96197 X VARIOUS CHARITIES - LIST ATTACHED VARIOUS - SEE ATTACHED ATTACHED CA 92210 PC PHILANTHROPIC 471255 471255 14 37220 14 162035 14 2 216755 199257 216755 416012 false false false false false false false false false false TAX PREP - CPA (AFPS) 9925 9925 BOOKKEEPING - KATIE MILLER 765 765 CHARLES SCHWAB -0943 ST DET ON FILE PURCHASE 27991 27610 381 CHARLES SCHWAB -1565 LT DET ON FILE PURCHASE 224885 234594 -9709 CHARLES SCHWAB -1565 ST DET ON FILE PURCHASE 42452 40839 1613 CHARLES SCHWAB -3223 ST DET ON FILE PURCHASE 96210 102393 -6183 CHARLES SCHWAB -3223 LT DET ON FILE PURCHASE 331597 291460 40137 CHARLES SCHWAB -3719 ST DET ON FILE PURCHASE 562 569 -7 CHARLES SCHWAB -3719 LT DET ON FILE PURCHASE 415729 225206 190523 CHARLES SCHWAB - 3223: ETFS 1161643 1525375 CHARLES SCHWAB - 0943: ETFS 613089 638374 CHARLES SCHWAB - 1565 CORP BONDS 769912 721032 CHARLES SCHWAB - 0943: EQUITIES 30981 402857 CHARLES SCHWAB - 3223: EQUITIES 744097 940154 CHARLES SCHWAB - 3719: EQUITIES 1351511 2380684 687533 723577 CHARLES SCHWAB - 3223: REITS AT COST 290426 346857 CHARLES SCHWAB - 3719: REITS AT COST 19531 21544 CHARLES SCHWAB - 0943: REITS AT COST 700000 739714 PRINCIPAL DISTRIBUTIONS AND ADJUSTMENTS 1724 EXPENSES BANK FEES 74 74 OFFICE EXPENSES 10710 10710 DUES AND SUBSCRIPTIONS 80 80 INSURANCE-ALLIANCE MEMBER SER 1459 1459 MISC. CHARITY WORKS 2490 2490 LUNCHEON 2000 2000 HOSPITAL FUNDRAISING EVENT 1250 1250 RIBBON FOR THE MUSIC CENTER 3000 3000 SECRETARY - LAURA TRICKEY 1300 1300 ITT CONSULTING 6820 6820 INVESTMENT ADVISORY FEES 48613 48613 FOREIGN TAX -3719 3574 3574 FOREIGN TAX -3223 620 620 FOREIGN TAX-0943 8 8