2026-07-23T16:14:02-05:00 2025-12-31 953288054 WRIGHT FORD YOUNG & CO 16140 SAND CANYON AVENUE IRVINE CA 92618 990PF 2025-01-01 454445454 MASSEN GREENE LAND TRUST FOUNDATION FIRST AMERICAN TRUST FSB #1030478500 MASS 7142508239 5 FIRST AMERICAN WAY MS-7 SANTA ANA CA 92707 FIRST AMERICAN TRUST CO-TRUSTEE 7142508239 2026-07-14 1 RYAN WORKING CPA P00892285 9499102727 2026-07-14 2025 2025-03-06 01:10:19Z X 8358212 X X 106417 106028 370872 370872 145441 53841 989973 53841 531130 530741 43589 39231 4358 6395 3198 3198 802 677 0 86410 86410 139121 139021 0 276317 268537 7556 396830 396830 673147 268537 404386 -142017 262204 123857 155968 155968 1175070 1097463 1529186 1359822 1349711 1373058 3451799 1601081 1937128 1850718 5300000 4595877 4453860 8358212 0 0 X 0 0 0 0 4595877 4453860 4595877 4453860 4595877 4453860 4595877 -142017 0 4453860 0 4453860 PUBLICLY TRADED SECURITIES 2024-06-30 2025-12-31 989973 936132 53841 53841 53841 3645 0 3645 0 3645 125 0 5000 0 5125 0 1480 1480 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A FIRST AMERICAN TRUST 7142508239 5 FIRST AMERICAN WAY MS-7 SANTA ANA CA 92707 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH O SOLOMON 24881 ALICIA PKWY STE 349 LAGUNA HILLS CA 92653 CO-TRUSTEE 5.00 17144 0 0 LARRY VINCE 24881 ALICIA PKWY STE 349 LAGUNA HILLS CA 92653 CO-TRUSTEE 5.00 17144 0 0 FIRST AMERICAN TRUST 5 FIRST AMERICAN WAY SANTA ANA CA 92707 CO-TRUSTEE 40.00 9301 0 0 NONE 0 NONE 0 0 2841235 265051 5300000 8406286 0 0 8406286 126094 8280192 414010 414010 3645 3645 410365 0 410365 0 410365 404386 0 404386 410365 396830 0 0 404386 396830 0 0 7556 0 0 0 0 0 0 0 0 402809 0 0 0 X MASSEN GREENE FOUNDATION 24881 ALICIA PARKWAY STE E 349 LAGUNA HILLS CA 92653 POF GENERAL 396830 396830 0 14 106417 16 145441 18 53841 0 305699 0 305699 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6395 3198 3198 140 17TH ST 2008-03-12 2075000 891172 SL 39.000000000000 53205 53205 154 E. 17TH ST. 2008-03-12 1200000 515375 SL 39.000000000000 30769 30769 MONUMENT SIGN 2014-07-31 4016 2008 200DB 7.000000000000 0 0 LADDER & INSTALL 2014-08-22 1500 750 200DB 7.000000000000 0 0 PARKING LOT LIGHTS 2014-02-11 1155 577 200DB 7.000000000000 0 0 PARKING LOT REPAVING AND STRIPING - 154 E. 17TH ST. 2017-06-21 6163 1716 150DB 15.000000000000 182 411 PARKING LOT REPAVING AND STRIPING - 140 E. 17TH ST. 2017-06-02 37598 10474 150DB 15.000000000000 1110 2507 REAR FENCING DOOR - 140 E. 17TH STREET 2017-06-15 625 174 150DB 15.000000000000 18 42 SKYLIGHT - 140 E. 17TH STREET 2017-01-11 4552 931 SL 39.000000000000 117 117 LANDSCAPING PROJECT DRAWINGS #1 - 140 E. 17TH STREET 2017-05-16 8500 2368 150DB 15.000000000000 251 567 LANDSCAPING PROJECT DRAWINGS #2 - 140 E. 17TH STREET 2017-05-26 8500 2368 150DB 15.000000000000 251 567 PATIO DEMOLITION AND INSTALLATION - 140 E. 17TH STREET 2017-08-28 6168 1718 150DB 15.000000000000 182 411 EAST AND SOUTH PATIOS DEMOLITION AND INSTALLATION - 140 E. 17TH STREET 2017-09-08 8728 2432 150DB 15.000000000000 258 582 LANDSCAPING PROJECT 2018-07-26 17000 L 0 0 LEASEHOLD IMPROVEMENTS 2019-12-17 17680 150DB 15.000000000000 0 1179 LANDSCAPING PROJECT 2019-05-20 9000 L 0 0 LEASEHOLD IMPROVEMENTS 2020-01-29 20184 150DB 15.000000000000 0 1346 LANDSCAPING PROJECT 2020-09-18 12200 L 0 0 LANDSCAPING PROJECT 2021-12-15 9290 L 0 0 GRANITE PLANTERS REPAIR 2023-07-13 3940 114 150DB 15.000000000000 67 263 CORPORATE BONDS 1349711 1373058 CORPORATE STOCK 855005 1196973 INTERNATIONAL STOCKS 174750 241870 OTHER ALTERNATIVES 67708 90343 140 17TH ST 2075000 944377 1130623 154 E. 17TH ST. 1200000 546144 653856 MONUMENT SIGN 4016 4016 0 LADDER & INSTALL 1500 1500 0 PARKING LOT LIGHTS 1155 1155 0 PARKING LOT REPAVING AND STRIPING - 154 E. 17TH ST. 6163 4980 1183 PARKING LOT REPAVING AND STRIPING - 140 E. 17TH ST. 37598 30383 7215 REAR FENCING DOOR - 140 E. 17TH STREET 625 505 120 SKYLIGHT - 140 E. 17TH STREET 4552 1048 3504 LANDSCAPING PROJECT DRAWINGS #1 - 140 E. 17TH STREET 8500 6869 1631 LANDSCAPING PROJECT DRAWINGS #2 - 140 E. 17TH STREET 8500 6869 1631 PATIO DEMOLITION AND INSTALLATION - 140 E. 17TH STREET 6168 4984 1184 EAST AND SOUTH PATIOS DEMOLITION AND INSTALLATION - 140 E. 17TH STREET 8728 7054 1674 LANDSCAPING PROJECT 17000 0 17000 LEASEHOLD IMPROVEMENTS 17680 17680 0 LANDSCAPING PROJECT 9000 0 9000 LEASEHOLD IMPROVEMENTS 20184 20184 0 LANDSCAPING PROJECT 12200 0 12200 LANDSCAPING PROJECT 9290 0 9290 GRANITE PLANTERS REPAIR 3940 3333 607 STATE FILING FEES 100 0 0 INSURANCE 3101 3101 0 REPAIRS & MAINTENANCE 67495 67495 0 PROFESSIONAL FEES 15455 15455 0 MANAGEMENT FEES 52970 52970 0 FOREIGN TAXES 677 677 0 FEDERAL EXCISE TAX 125 0 0