2015-05-22T20:07:28-05:00 2014-12-31 221478099 COHNREZNICK LLP 1900 AVE OF THE STARS FL 28 LOS ANGELES CA 90067 990PF 2014-04-01 465248312 SURENDRA AND KALA JAIN FOUNDATION SURE 3107145873 PO BOX 5106 PALOS VERDES PENINSULA CA 90274 ASHLEY JAIN SECRETARY 3107145873 2015-05-22 1 ARNOLD ANISGARTEN P00227735 3108439700 2014 2016-02-25 16:41:14Z X X X 186896 X 56455 2325 2325 152780 218472 152780 211560 155105 0 0 0 16811 0 16811 52 52 0 307 118 0 17170 170 16811 16652 16652 33822 170 33463 177738 154935 15463 15463 0 3836 13713 0 158360 157720 0 177659 186896 0 0 X 0 0 0 0 0 177659 0 177659 0 177659 0 177738 0 177738 79 177659 19.829 SH. BLACKROCK HEALTH P 2014-12-08 2014-12-18 1000 1066 -66 -66 88.968 SH. BLACKROCK MULTI P 2014-12-08 2014-12-18 1000 1010 -10 -10 222.965 SH. DELAWARE DIVERSIFIED P 2014-12-08 2014-12-18 2000 2011 -11 -11 187.617 SH. FIDELITY TOTAL BOND P 2014-12-08 2014-12-18 2000 2006 -6 -6 43.764 SH. MFS UTILITIES P 2014-12-08 2014-12-18 1000 1006 -6 -6 58.309 SH. NUVEEN PREFERRED SECURITIES P 2014-12-08 2014-12-18 1000 1011 -11 -11 97.182 SH. PRINCIPAL PREFERRED SECURITIES P 2014-12-08 2014-12-18 1000 1020 -20 -20 82.850 SH. OPPENHEIMERSTEELPATH P 2014-12-08 2014-12-18 1000 993 7 7 29.000 SH. ENTERPRISE PRODUCTS P 2014-12-08 2014-12-18 989 1021 -32 -32 26.000 SH. OMEGA HEALTHCARE P 2014-12-08 2014-12-18 990 996 -6 -6 13.000 SH. VENTAS INC P 2014-12-08 2014-12-18 922 933 -11 -11 7607.000 SH. CISCO SYS INC D 204272 52619 151653 151653 WASH SALE LOSS DISALLOWED P 2014-12-08 2014-12-18 49 49 49 CAPITAL GAINS DIVIDENDS P 1250 1250 1250 152780 3099 0 3099 0 3099 0 56 3155 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A SURENDRA AND KALA JAIN FOUNDATION 3107145873 PO BOX 5106 PALOS VERDES PENINSULA CA 90274 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KALA JAIN PO BOX 5016 PALOS VERDES PENINSULA CA 90274 CEO 10.00 0 0 0 SURENDRA JAIN PO BOX 5016 PALOS VERDES PENINSULA CA 90274 CFO 10.00 0 0 0 ASHLEY JAIN PO BOX 5016 PALOS VERDES PENINSULA CA 90274 SECRETARY 10.00 0 0 0 NONE 0 NONE 0 0 31530 4126 0 35656 0 0 35656 535 35121 1756 1756 3099 3099 0 0 0 0 0 33463 0 33463 0 33463 0 0 0 0 33463 0 0 0 0 33463 0 0 33463 0 0 0 0 0 0 0 33463 33463 KALA JAIN SURENDRA JAIN X JAINA 722 S MAIN ST MILPITAS CA 95035 N/A CHURCH UNRESTRICTED 1001 BIDADA INTERNATIONAL FOUNDATION 11403 TORTUGA ST CYPRESS CA 90630 N/A PC UNRESTRICTED 500 AKSHAYA PATRA FOUNDATION 92 MONTVALE AVENUE SUITE 2500 STONEHAM MA 02180 N/A PC UNRESTRICTED 1000 SAHARA 17100 PIONEER BLVD SUITE 260 ARTESIA CA 90701 N/A PC UNRESTRICTED 4000 PANCREATIC CANCER ACTION NETWORK 1500 ROSECRANS AVENUE SUITE 200 MANHATTAN BEACH CA 90266 N/A PC UNRESTRICTED 101 JAIN CENTER OF SO CALIFORNIA 8072 COMMONWEALTH AVENUE BUENA PARK CA 90621 N/A CHURCH UNRESTRICTED 9950 NAVKAR CENTER USA 23457 GOLDEN SPRINGS DR DIAMOND BAR CA 91765 N/A PC UNRESTRICTED 100 16652 0 14 2325 18 152780 0 155105 0 155105 0 0 0 0 0 0 0 0 0 0 X X 1 SURENDRA AND KALA JAIN PO BOX 5106 PALOS VERDES PENINSULA CA 90274 25331 X X 2 SURENDRA AND KALA JAIN PO BOX 5106 PALOS VERDES PENINSULA CA 90274 31124 X X 1 8,100 SHARES OF CISCO SYS INC STOCK 25331 2014-06-27 2 4,000 SHARES OF CISCO SYS INC STOCK 31124 2014-11-24 CISCO SYS INC 3836 13713 FIDELITY INVESTMENTS AT COST 158360 157720 LEGAL FEES 16811 0 16811 ADJUSTMENT TO AGREE TO 1099 YEAR END SUMMARY 79 LICENSE AND FEES 189 0 0 INVESTMENT FEES 118 118 0 SURENDRA AND KALA JAIN PO BOX 5106 PALOS VERDES PENNINSUL CA 90274