2025-06-12T15:48:46-04:00 2024-12-31 208213206 ABEL KRIEGER & WILMETH CPA'S 73-350 EL PASEO SUITE 201 PALM DESERT CA 92260 990PF 2024-01-01 237029751 THE STEPHEN PHILIBOSIAN FOUNDATION STEP 7605683920 46-930 W ELDORADO DR INDIAN WELLS CA 92210 JOYCE P STEIN TRUSTEE 7605683920 2025-05-29 true true ROBERT D WILMETH JR P00352073 7603467413 2025-06-12 2024 2025-03-06 01:10:19Z X 8119559 X X 47192 47192 47192 165031 165031 165031 299027 1818086 6498 511250 218721 212223 65981 48440 17541 4567 4567 14837 14837 85385 53007 32378 388411 388411 473796 53007 420789 37454 165714 212223 26695 19951 19951 109246 404219 404219 555550 685598 604426 2854056 2359825 3577008 2067830 2178183 2352118 1000556 1011638 1161837 6613933 6659414 8119559 0 X 6613933 6659414 6613933 6659414 6613933 6659414 6613933 37454 8027 6659414 6659414 6498 2303 2303 2303 9827 9827 7524 7524 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 6356618 280026 0 6636644 6636644 99550 6537094 326855 326855 2303 2303 324552 324552 324552 420789 420789 324552 167776 31151 629172 201348 1029447 420789 324552 96237 1125684 0 167776 957908 31151 629172 201348 96237 X VARIOUS CHARITIES - LIST ATTACHED VARIOUS - SEE ATTACHED ATTACHED CA 92210 PHILANTHROPIC 388411 388411 14 47192 14 165031 14 6498 292529 218721 292529 511250 false false false false false false false false false false CHARLES SCHWAB -3223 ST DET ON FILE PURCHASE 126876 120226 6650 CHARLES SCHWAB -3223 LT DET ON FILE PURCHASE 860419 708861 151558 CHARLES SCHWAB -0943 LT DET ON FILE PURCHASE 27805 27824 -19 CHARLES SCHWAB -1565 LT DET ON FILE PURCHASE 384526 418093 -33567 CHARLES SCHWAB -3719 ST DET ON FILE PURCHASE 9492 7062 2430 CHARLES SCHWAB -3719 LT DET ON FILE PURCHASE 402470 236993 165477 CHARLES SCHWAB - 3223: ETFS 1167406 1322154 CHARLES SCHWAB - 0943: ETFS 88666 112471 CHARLES SCHWAB - 1565 CORP BONDS 922111 917493 CHARLES SCHWAB - 0943: EQUITIES 380981 707703 CHARLES SCHWAB - 3223: EQUITIES 751764 852798 CHARLES SCHWAB - 3719: EQUITIES 1227080 2016507 685598 604426 CHARLES SCHWAB - 3223: REITS AT COST 293454 348402 CHARLES SCHWAB - 3719: REITS AT COST 18184 20445 CHARLES SCHWAB - 0943: REITS AT COST 700000 792990 EXPENSES BANK FEES 106 106 OFFICE EXPENSES 13261 13261 DUES AND SUBSCRIPTIONS 80 80 INSURANCE-ALLIANCE MEMBER SER 1250 1250 ARMENIAN FOOD FESTIVAL-FOOD 140 140 PRINCIPAL DISTRIBUTIONS AND ADJUSTMENTS 8027 SECRETARY - LAURA TRICKEY 1000 1000 ITT CONSULTING 7485 7485 TAX PREP - CPA (AFPS) 7500 7500 INVESTMENT ADVISORY FEES 48440 48440 BOOKKEEPING - KATIE MILLER 300 300 ED ORETH 175 175 ELIAS JARESIAN 1081 1081 FOREIGN TAX -3719 3198 3198 FOREIGN TAX -3223 1369 1369 CA RRF-1