2025-11-17T19:23:00-06:00 2024-12-31 952156485 LOCKE KASAL FERRIS & CO LLP 3435 WILSHIRE BLVD SUITE 1020 LOS ANGELES CA 900101911 990PF 2024-01-01 822766296 THE CARMELO 3 FOUNDATION CARM 6505752625 61 OLIVE COURT MOUNTAIN VIEW CA 94041 LAURIE BIROS TREASURER / CFO 6505752625 2025-11-14 1 0 PETER G FERRIS CPA P00019487 2133834144 2024 2025-03-06 01:10:19Z X 989696 X X 215 215 9836 9836 35612 79421 35612 45663 45663 0 0 0 7000 3500 3500 7032 7032 0 413 0 0 14707 0 0 1359 0 0 30511 10532 3500 56349 56349 86860 10532 59849 -41197 35131 18942 32929 32929 714 714 714 714 559235 515425 958726 6682 6682 0 0 -2673 578891 549068 989696 11374 0 11374 X 781492 781492 0 0 -202601 -243798 578891 537694 578891 549068 578891 -41197 0 537694 0 537694 FT US EQ OPPTYS ETF (69 SHS) P 2019-03-04 2024-04-26 6979 4987 1992 1992 FT CAP STRENGTH ETF (49 SHS) P 2019-03-07 2024-04-26 4039 2582 1457 1457 FT VAL LINE DIV INDEX ETF (103 SHS) P 2019-03-04 2024-04-26 4219 3310 909 909 FT D WRIGHT FOC 5 ETF (156 SHS) P 2019-03-04 2024-04-26 8534 4610 3924 3924 ISHS CORE S&P 500 ETF (30 SHS) P 2019-03-04 2024-04-26 15355 8428 6927 6927 ISHS CORE S&P 500 ETF (40 SHS) P 2019-03-04 2024-11-06 23729 11237 12492 12492 ISHS RUSS 2000 GRW ETF (3 SHS) P 2019-03-07 2024-04-26 761 581 180 180 ISHS CORE S&P US GRW ETF (138 SHS) P 2019-03-07 2024-04-26 15805 8074 7731 7731 35612 488 0 488 0 488 0 0 0 0 0 0 488 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A LAURIE BIROS 6505752625 61 OLIVE COURT MOUNTAIN VIEW CA 94041 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE PARKER 7236 MARGERUM AVE SAN DIEGO CA 92120 PRESIDENT & CEO 0.25 0 0 0 LAURIE BIROS 61 OLIVE COURT MOUNTAIN VIEW CA 94041 TREASURER & CFO 0.50 0 0 0 AMANDA BROOKS 7 HOPE ST NEWBURYPORT MA 01950 VICE PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 922366 30269 714 953349 0 0 953349 14300 939049 46952 46952 488 488 46464 0 46464 0 46464 59849 0 59849 46464 37724 0 0 59849 37724 0 0 22125 0 0 0 0 0 0 0 0 24339 0 0 0 LAURIE BIROS 61 OLIVE COURT MOUNTAIN VIEW CA 94041 6505752625 CARMELO3FOUNDATION@GMAIL.COM SUBMIT IN WRITING; INCLUDE A DESCRIPTION OF CHARITABLE ACTIVITIES; PURPOSE OR REQUEST; LA DEPT OF SOCIAL SERVICES CAMPAIGN VERIFICATION; ANY OTHER INFORMATION AS REQUESTED BY THE FOUNDATION. 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