2025-05-14T19:34:24-04:00 2024-12-31 208169085 Mark Halversen CPA PO Box 23499 Pleasant Hill CA 945230499 990PF 2024-01-01 680467243 THE DAVID S AND BRENDA K CARLSON FO % DAVID S CARLSON DAVI 9259377285 889 MOHICAN COURT WALNUT CREEK CA 94598 DAVID S CARLSON CEO 9254484554 2025-05-12 false true MARK HALVERSEN P01243703 9256871040 2025-05-14 X 2024 2025-03-06 01:10:19Z X 3014621 X 265686 73208 148774 487668 0 400 850 150 1050 80 2530 0 0 180000 0 182530 0 0 305138 0 0 69118 24796 24796 328092 331369 584943 95542 195344 171432 1353572 1596608 2233450 1846324 2148117 3014621 0 0 X 1846324 2148117 1846324 2148117 1846324 2148117 1846324 305138 2151462 3345 2148117 0 0 0 0 false false false false false false false true true CA true false false false false false DAVID S CARLSON 9254484554 889 MOHICAN CT WALNUT CREEK CA 94598 false false false false false false false false true false false false false false false false false false DAVID S CARLSON 889 MOHICAN CT WALNUT CREEK CA 94598 CEO 0.00 0 0 0 BRENDA K CARLSON 889 MOHICAN CT WALNUT CREEK CA 94598 CFO AND SECR 0.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 X 0 DAVID CARLSON BRENDA CARLSON NONE X NORTH PARK UNIVERSITY 3225 W FOSTER AVE CHICAGO IL 60625 NONE NC PRIVATE UNIVERSITYEVANGELICAL COVENANT 70000 LOAVES AND FISHES OF CONTRA COSTA 835 FERRY ST MARTINEZ CA 94553 NON PC FEEDING THE POOR 10000 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE PC PROVIDING ASSISTANCE TO THE POOR 20000 ST JOHNS LUTHERAN CHURCH 1360 E TREGA42695 WASHINGTONLLAS RD Palm Desert CA 92211 NONE PC RELIGIOUS MINISTERING 15000 JOHN MUIR HEALTH FOUNDATION 1400 TREAT BLVD WALNUT CREEK CA 94597 NONE POF SUPPORT FOR HOSPITAL PATIENT CARE 15000 SHRINERS FOR CHILDREN HOSPITAL 2900 N ROCKY POINT DR TAMPA FL 33607 NONE POF PATIENT CARE RESEARCH AND EDUCATION 20000 UCSF FOUNDATION RHEUMATOLOGY 10 KORET WAY SAN FRANCISCO CA 94143 NONE POF MEDICAL RESEARCH AND TRAINING 20000 HENRY KNUEPPEL SCHOOL ENDOWMENT FUN 4939 W MONTROSE AVE CHICAGO IL 60641 NONE NC PRIVATE SCHOOL SPONSORED BY ST JOHNS LUTHERAN 10000 180000 0 523000 73208 14 73208 523000 148746 14 148746 221954 221954 443908 false false false false false false false false false false X X 1 DAVID S AND BRENDA K CARLSON 889 MOHICAN CT WALNUT CREEK CA 94598 265686 X X 1 300 COSCO 88562 PER SHARE 265686 2024-09-24 ACCOUNING 850 0 0 0 BONDS 195344 171432 SECURITIES 331369 584943 MUTUAL FUNDS 1323023 1896552 CLOSED END FUNDS AND ETF 273585 336898 LEGAL 400 0 0 0 FEES AND PENALTIES 2450 OTHER ADJUSTMENT 895 UBS MANAGEMENT FE 80 0 0 0 CAPITAL GAINS FROM MUTUAL FUND 148774 0 0 OTHER PROFESSIONAL 150 0 0 0 STATE OF CALIFORNIA 1050 0 0 0 FRANCHISE TAX BOARD 0 0 0 0