2024-11-15T11:11:30-06:00 2023-12-31 953661421 SOBUL PRIMES & SCHENKEL CPAS APC 12100 WILSHIRE BLVD SUITE 1150 LOS ANGELES CA 90025 990PF 2023-01-01 202026185 KNEE FAMILY FOUNDATION KNEE 3103042254 CO COVALENT PO BOX 466 LA CANADA FLINTRIDGE CA 910120466 KEVIN KNEE PRESIDENT 3103042254 2024-11-15 1 0 KYLE WEBSTER P00148175 3108262060 2024-11-15 2023 2024-10-15 13:58:12Z X 20071386 X X 107366 107366 305046 305046 255435 8526517 255435 195559 195559 863406 863406 0 0 0 31565 31565 0 24864 24864 0 4999 4999 0 14278 9621 0 75706 71049 0 1047500 1047500 1123206 71049 1047500 -259800 792357 1723542 830371 830371 10020931 9756482 9756482 1431975 1268350 1268350 5484182 8216183 8216183 18660630 20071386 20071386 0 0 X 0 0 18660630 20071386 0 0 18660630 20071386 18660630 20071386 18660630 -259800 1670556 20071386 0 20071386 MORGAN STANLEY 4510 2020-01-01 2023-12-31 4296213 4012610 283603 283603 MORGAN STANLEY 4510 2023-01-01 2023-12-31 4229256 4258472 -29216 -29216 MORGAN STANLEY 4510 CAP GAIN 2020-01-01 2023-12-31 1048 1048 1048 255435 11014 0 11014 0 11014 4280 0 1100 0 5380 59 5693 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CARRIE SOROSKY 8183886450 PO BOX 466 LA CANADA FLINTRIDGE CA 910120466 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEVIN KNEE 41-550 ECLECTIC STREET PALM DESERT CA 92260 PRESIDENT 0.77 0 0 0 JOAN KNEE 41-550 ECLECTIC STREET PALM DESERT CA 92260 SECRETARY 0.77 0 0 0 NONE 0 NONE 0 0 17645896 1333607 0 18979503 0 0 18979503 284693 18694810 934741 934741 11014 11014 923727 0 923727 0 923727 1047500 0 1047500 923727 46060 0 0 1047500 46060 0 0 923727 77713 0 0 77713 0 0 0 0 0 0 0 77713 77713 KEVIN KNEE JOAN KNEE X CARMELITE SISTERS OF THE MOST SACRED HEART 920 EAST ALHAMBRA ROAD ALHAMBRA CA 91801 NONE PC GENERAL OPERATING SUPPORT 5000 CENTER FOR GREAT APES PO BOX 488 WAUCHULA FL 33873 NONE PC GENERAL OPERATING SUPPORT 20000 DESERT COMMUNITY FOUNDATION 75105 MERLE DR STE 300 300 PALM DESERT CA 92211 NONE PC GENERAL OPERATING SUPPORT 100000 SAINT FRANCIS UNIVERSITY PO BOX 600 LORETTO PA 15940 NONE PC GENERAL OPERATING SUPPORT 200000 WVU FOUNDATION INC PO BOX 1650 MORGANTOWN WV 26507 NONE PC GENERAL OPERATING SUPPORT 500000 AVIVA 7120 FRANKLIN AVENUE LOS ANGELES CA 90046 NONE PC GENERAL OPERATING SUPPORT 2500 EISENHOWER HEALTH FOUNDATION 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE PC GENERAL OPERATING SUPPORT 150000 TIP OF THE SPEAR FOUNDATION PO BOX 262085 PLANO TX 75026 NONE PC GENERAL OPERATING SUPPORT 10000 WE DEFY FOUNDATION 4100 ELDORADO PARKWAY STE 100-375 MCKINNEY TX 75070 NONE PC GENERAL OPERATING SUPPORT 50000 AMERICAN CANCER SOCIETY 270 PEACHTREE STREET STE 1300 ATLANTA GA 30303 NONE PC GENERAL OPERATING SUPPORT 5000 ANGEL FORCE USA 1451 QUAIL STREET 100 NEWPORT BEACH CA 92660 NONE PC GENERAL OPERATING SUPPORT 5000 1047500 0 14 107366 14 305046 14 195559 18 255435 0 863406 0 863406 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 31565 31565 0 CORPORATE BONDS 1268350 1268350 CORPORATE EQUITY 9756482 9756482 ALTERNATIVE INVESTMENTS FMV 2297174 2297174 FIXED INCOME FMV 4215172 4215172 EFT'S AND CEF'S FMV 1703837 1703837 MISCELLANEOUS INCOME - MORGAN STANLEY 2238 195559 195559 195559 NET UNREALIZED GAIN/LOSS 1670556 INVESTMENT MANAGEMENT 24864 24864 0 CA FRANCHISE TAX BOARD 25 0 0 FOREIGN TAXES 9621 9621 0 INTERNAL REVENUE SERVICE 4632 0 0