2017-11-14T10:37:36-06:00 2016-12-31 453269313 YH ADVISORS INC 7755 CENTER AVENUE SUITE 1225 HUNTINGTON BEACH CA 92647 990PF 2016-01-01 205146083 KIRBY FOUNDATION C/O MNAT-T PULSIFER KIRB 8056179692 1201 N MARKET ST 18TH FL WILMINGTON DE 19801 KRISTIN KIRBY CFO 8056179692 2017-11-06 1 BRIAN YACKER P00401346 3109822803 38.98.172.90 2017-11-06 12:32:24 PS P C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35 C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35 2016 2017-02-10 21:41:12Z X 8836264 X X 194544 194544 87564 1025164 87564 282108 282108 25000 0 22500 26485 25164 1189 14780 0 5202 5000 0 4500 71265 25164 33391 1000000 1000000 1071265 25164 1033391 -789157 256944 100353 64790 64791 138456 138456 474509 6242735 5489141 8296964 6481544 5692387 8836264 0 0 X 0 0 0 0 6481544 5692387 6481544 5692387 6481544 5692387 6481544 -789157 0 5692387 0 5692387 SHORT TERM CAPITAL LOSS P 2016-12-31 106241 108960 -2719 -2719 LONG TERM CAPITAL GAIN P 2016-12-31 918923 828640 90283 90283 87564 0 1027043 9326537 0.110121 1026993 7488260 0.137147 580006 10564010 0.054904 535210 9545814 0.056068 542176 9635276 0.056270 0.414510 0.082902 8841214 732954 2569 735523 1033391 X 2569 0 2569 0 2569 11797 1501 13298 10729 10729 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A KRISTIN KIRBY 8056179692 POST OFFICE BOX 1347 WILMINGTON DE 198991347 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAUREL FRANCIS POST OFFICE BOX 1347 WILMINGTON DE 19899 PRESIDENT 5.00 5000 0 0 KRISTIN KIRBY POST OFFICE BOX 1347 WILMINGTON DE 19899 DIRECTOR 5.00 5000 0 0 ROBIN KIRBY POST OFFICE BOX 1347 WILMINGTON DE 19899 SECRETARY 5.00 5000 0 0 LISA GIBBS POST OFFICE BOX 1347 WILMINGTON DE 19899 DIRECTOR 5.00 5000 0 0 SCOTT KIRBY POST OFFICE BOX 1347 WILMINGTON DE 19899 DIRECTOR 5.00 5000 0 0 ROBERT KIRBY DECEASED POST OFFICE BOX 1347 WILMINGTON DE 19899 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 8804338 171514 0 8975852 0 0 8975852 134638 8841214 442061 442061 2569 2569 439492 0 439492 0 439492 1033391 0 1033391 2569 1030822 439492 0 0 16867 56598 660676 565470 1299611 1033391 0 0 0 439492 593899 0 0 1893510 0 0 0 0 0 0 0 1893510 16867 56598 660676 565470 593899 ROBERT KIRBY DECEASED X COMMUNITY FOUNDATION OF THE OZARKS 425 EAST TRAFFICWAY STREET SPRINGFIELD MO 65806 UNRELATED PC GENERAL OPERATING SUPPORT 200000 EAST BAY COMMUNITY FOUNDATION 200 FRANK H OGAWA PLAZA OAKLAND CA 94612 UNRELATED PC GENERAL OPERATING SUPPORT 200000 GREATER WORCESTER COMMUNITY FOUNDATION 370 MAIN STREET 650 WORCESTER MA 01608 UNRELATED PC GENERAL OPERATING SUPPORT 200000 OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL ST 100 PORTLAND OR 97205 UNRELATED PC GENERAL OPERATING SUPPORT 200000 SANTA BARBARA FOUNDATION 1111 CHAPALA STREET 200 SANTA BARBARA CA 93101 UNRELATED PC GENERAL OPERATING SUPPORT 200000 1000000 0 14 194544 18 87564 0 282108 0 282108 0 0 0 0 0 0 0 0 0 0 CORPORATE STOCK (SCHWAB) 138456 474509 CORPORATE STOCK (CAP GROUP) AT COST 5489141 8296964 INSURANCE 900 0 810 OFFICE EXPENSE 4100 0 3690 INVESTMENT MANAGEMENT 25164 25164 0 OTHER 1321 0 1189 PAYROLL 5780 0 5202 FEDERAL TAX 9000 0 0