2015-05-05T12:50:27-05:00 2014-12-31 330688067 ALLEN HAIGHT & MONAGHAN LLP 2603 MAIN ST SUITE 600 IRVINE CA 92614 990PF 2014-01-01 954262373 BOAND FAMILY FOUNDATION BOAN 5625314404 13440 PARAMOUNT BLVD NO B SOUTH GATE CA 90280 TERESA EVANS DIRECTOR 5625314404 2015-04-30 1 R LEE HAIGHT P00087020 9498529433 2014 2016-03-07 17:11:31Z X X 2856522 X X 276 276 107792 107792 27443 910172 27443 186 186 135697 135697 0 0 0 6650 4185 0 2390 224 0 11670 11502 0 20710 15911 0 664100 664100 684810 15911 664100 -549113 119786 10448 4551 4551 634082 354827 348655 700653 657806 943435 1654947 1425682 1496131 26907 35058 63750 3027037 2477924 2856522 0 0 X 0 0 0 0 3027037 2477924 3027037 2477924 3027037 2477924 3027037 -549113 0 2477924 0 2477924 90SHRS CHEVRON CORP 2011-06-08 2014-02-06 10009 9001 1008 1008 55SHRS INTL BUSINESS MACHINE 2011-06-08 2014-02-06 9604 9015 589 589 200SHRS MCDONALDS CORP 2008-01-23 2014-02-06 19027 12722 6305 6305 107SHRS BRITISH AMN TOBACCO 2012-03-02 2014-03-04 11720 10927 793 793 203SHRS ROGERS COMMUNICATIONS 2012-12-04 2014-03-04 7853 8958 -1105 -1105 231SHRS JPMORGAN CHASE & CO 2013-05-02 2014-05-05 12528 9987 2541 2541 247SHRS WHOLE FOODS MKT INC 2013-07-02 2014-06-03 9204 12987 -3783 -3783 111SHRS FOREST LABS INC 2014-02-06 2014-07-01 2849 7473 -4624 -4624 408SHRS NU SKIN ENTERPRS 2012-07-26 2014-10-06 18983 21916 -2933 -2933 317SHRS ORACLE CORP 2011-06-08 2014-10-06 12380 9968 2412 2412 210SHRS SOUFUN HOLDINGS 2014-02-07 2014-10-06 2147 3296 -1149 -1149 344SHRS COCA COLA ENTERPRISES 2014-02-06 2014-11-05 14774 15438 -664 -664 100000SHRS METLIFE INC 2011-03-30 2014-02-06 100000 101264 -1264 -1264 1400SHRS CITIGROUP CAPITAL XI 2005-04-05 2014-04-28 35000 34091 909 909 162SHRS KINDER MORGAN ENERGY 2014-02-07 2014-12-02 16527 11869 4658 4658 50000SHRS CD SALLE MAE BANK 2012-07-31 2014-08-08 50000 50000 0 0 40000SHRS MERRILL LYNCH 5.00% 2009-12-15 2014-12-23 40239 21042 19197 19197 100000SHRS CD GE CAPITAL BANK 2012-07-31 2014-12-22 100114 100000 114 114 100000SHRS AFLAC INC 2011-03-29 2014-12-22 101301 102160 -859 -859 100000SHRS CISCO SYSTEM INC 2011-03-31 2014-12-23 104302 100855 3447 3447 100000SHRS HSBC FINANCE CORP 2011-04-11 2014-12-22 101811 100000 1811 1811 130000SHRS CD SYNCHRONY BK 2012-07-31 2014-12-22 129800 130000 -200 -200 ENERGY TRANSFER PARTNERS K-1 P 231 231 PLAINS ALL AMERICAN K-1 P 9 9 27443 0 163850 3238827 0.050589 158000 3218312 0.049094 575908 3004970 0.191652 67528 1420642 0.047533 60733 1303996 0.046575 0.385443 0.077089 3295530 254049 1198 255247 664100 X 1198 0 1198 0 1198 2040 2040 842 842 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A TERESA EVANS 5625314404 13440 PARAMOUNT BLVD SUITE B SOUTH GATE CA 90280 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERESA EVANS 21242 HILLSDALE LN HUNTINGTON BEACH CA 92646 DIRECTOR 1.00 0 0 0 LUCINDA MCDERMOTT 683 VISTA BONITA NEWPORT BEACH CA 92660 DIRECTOR 1.00 0 0 0 NICOLE BOAND 10965 NW WARREN ROAD SILVERDALE WA 98383 DIRECTOR 1.00 0 0 0 DERRICK MERCURIO 502 AVENIDA LUCIA NEWPORT BEACH CA 92660 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2704292 641424 0 3345716 0 0 3345716 50186 3295530 164777 164777 1198 1198 163579 0 163579 0 163579 664100 0 664100 1198 662902 163579 0 0 2962 2962 664100 0 0 0 163579 500521 0 0 503483 0 0 0 0 0 0 0 503483 2962 500521 X BOYS AND GIRLS CLUB OF HUNTINGTON VALLEY 16582 BROOKHURST STREET FOUNTAIN VALLEY CA 92708 NONE PC PUBLIC SUPPORT 30000 BRAILLE INSTITUTE OF AMERICA 527 N DALE AVENUE ANAHEIM CA 92801 NONE PC PUBLIC SUPPORT 25000 DREAM CATCHERSASSISTANCE LEAGUE OF HUNTINGTON BEACH 8071 SLATER AVE STE 105 HUNTINGTON BEACH CA 92647 NONE PC PUBLIC SUPPORT 10000 RANCHO CIELO DRUMMOND CULINARY INSTITUTE 710 OLD STAGE ROAD SALINAS CA 93912 NONE PC PUBLIC SUPPORT 15000 KITSAP HUMANE SOCIETY 9167 DICKEY ROAD NW SILVERDALE WA 98383 NONE PC PUBLIC SUPPORT 34000 LONG BEACH HEARTWELL FASTPITCH PO BOX 40 LAKEWOOD CA 90714 NONE PF PUBLIC SUPPORT 50 ORANGE COAST MEMORIAL FOUNDATION 18111 BROOKHURST STREET FOUNTAIN VALLEY CA 92708 NONE PC PUBLIC SUPPORT 5000 PLANNED PARENTHOOD OF THE GREAT NORTHWEST 2001 E MADISON SEATTLE WA 98122 NONE PC PUBLIC SUPPORT 20000 SURF CITY ROTARY 16535 ALGONQUIN STREET HUNTINGTON BEACH CA 92649 NONE PC PUBLIC SUPPORT 11000 GIRL SCOUT TROOP 4883 801 S GRAND AVE SUITE 300 LOS ANGELES CA 90017 NONE PC PUBLIC SUPPORT 50 MONTEREY COUNTY WEEKLY COMMUNITY FUND (PEACE OF MIND DOG RESCUE) 2354 GARDEN ROAD MONTEREY CA 93940 NONE PC PUBLIC SUPPORT 14000 KITSAP COMMUNITY FOUNDATION 9657 LEVIN ROAD NW SUITE 260 SILVERDALE WA 98383 NONE PC PUBLIC SUPPORT 500000 664100 0 14 276 14 107792 14 186 27443 0 108254 27443 135697 1 TO PROVIDE INCOME NECESSARY TO FUND THE PURPOSE OF THE FOUNDATION. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6650 4185 0 CORPORATE BONDS 1425682 1496131 CORPORATE STOCKS 657806 943435 PARTNERSHIPS AT COST 35058 63750 OFFICE EXPENSE 98 0 0 BROKERAGE FEES 9122 9122 0 SOS FILING FEE 70 0 0 PASSTHROUGH LOSS 2380 2380 0 MISCELLANEOUS OTHER 186 186 186 US TAX 2106 0 0 CA TAX 60 0 0 FOREIGN TAX 224 224 0