2024-07-01T17:16:57-04:00 2023-12-31 208213206 ABEL KRIEGER & WILMETH CPA'S 74-900 US HIGHWAY 111 STE 115 INDIAN WELLS CA 92210 990PF 2023-01-01 237029751 THE STEPHEN PHILIBOSIAN FOUNDATION STEP 7605683920 46-930 W ELDORADO DR INDIAN WELLS CA 92210 JOYCE P STEIN TRUSTEE 7605683920 2024-06-27 true JOYCE P STEIN 999009999 true ROBERT D WILMETH JR P00352073 7603467413 2024-06-26 2023 2023-04-26 12:10:37Z X 7748740 X X 50631 50631 50631 155176 153458 155176 479885 2383715 685692 204089 205807 64010 44760 19250 17583 4577 13006 2032 2032 12684 12684 96309 49337 46972 473718 473718 570027 49337 520690 115665 154752 205807 26400 26695 26695 91436 109246 109246 208753 555550 562619 2634083 2854056 3890361 1578237 2067830 2023458 1902722 1000556 1136361 6441631 6613933 7748740 0 X 2956367 3485264 6613933 6441631 6613933 6441631 6613933 6441631 115665 56637 6613933 6613933 2151 2151 2151 12000 12000 X 22 9827 9827 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 1.00 0 0 0 THOMAS MOMJIAN 111 PRESIDENTIAL BLVD SUITE 233 BALA CYNWOOD PA 19004 TRUSTEE 1.00 0 0 0 LOUISE DANELIAN 75-600 BERYL LANE INDIAN WELLS CA 92210 TRUSTEE 1.00 0 0 0 STEPHANIE LANDES 46-650 E EL DORADO DRIVE INDIAN WELLS CA 92210 TRUSTEE 1.00 0 0 0 NONE NONE N/A 6400894 126889 0 6527783 6527783 97917 6429866 321493 321493 2151 2151 319342 319342 319342 520690 520690 319342 294059 167776 31151 629172 1122158 520690 319342 201348 1323506 0 294059 1029447 167776 31151 629172 201348 X VARIOUS CHARITIES - LIST ATTACHED VARIOUS - SEE ATTACHED ATTACHED CA 92210 PHILANTHROPIC 473718 473718 14 50631 14 155176 479885 205807 479885 685692 false false false false false false false false false false CHARLES SCHWAB -3223 ST DET ON FILE PURCHASE 410896 414103 -3207 CHARLES SCHWAB -3223 LT DET ON FILE PURCHASE 1185002 923425 261577 CHARLES SCHWAB -0943 ST DET ON FILE PURCHASE 39299 36753 2546 CHARLES SCHWAB -0943 LT DET ON FILE PURCHASE 244648 87054 157594 CHARLES SCHWAB -1656 ST DET ON FILE PURCHASE 55020 54435 585 CHARLES SCHWAB -1656 LT DET ON FILE PURCHASE 250053 271913 -21860 CHARLES SCHWAB -3719 ST DET ON FILE PURCHASE 19853 19870 -17 CHARLES SCHWAB -3719 LT DET ON FILE PURCHASE 178944 96277 82667 VARIOUS CORP BONDS - DETAIL ON FILE CHARLES SCHWAB - 3223: ETFS 619002 697011 CHARLES SCHWAB - 0943: ETFS 108624 110910 CHARLES SCHWAB - 1565 CORP BONDS 1340204 1215537 VARIOUS STOCKS - DETAIL AVAILABLE CHARLES SCHWAB - 3223: EQUITIES 1167379 1308108 CHARLES SCHWAB - 3719: EQUITIES 1315618 1936649 CHARLES SCHWAB - 0943: EQUITIES 371059 645604 VARIOUS INVESTMENTS - DETAIL ON FILE CHARLES SCHWAB - 3223: REITS AT COST 291390 325362 CHARLES SCHWAB - 3719: REITS AT COST 9166 14494 CHARLES SCHWAB - 0943: REITS AT COST 700000 796505 EXPENSES BANK FEES 52 52 OFFICE EXPENSES 12552 12552 DUES AND SUBSCRIPTIONS 80 80 ADJUSTMENT TO BEGINNING BALANCES 56637 SECRETARY - LAURA TRICKEY 1300 1300 ITT CONSULTING 5650 5650 BOOKKEEPING - KATIE MILLER 300 300 TAX PREP - CPA (AFPS) 12000 12000 INVESTMENT ADVISORY FEES 44760 44760 FOREIGN TAX -3223 1258 1258 FOREIGN TAX -3719 3319 3319 CA RRF-1 FEDERAL INCOME TAX FORM 990PF 20 13006 13006