2025-11-17T16:22:34-06:00 2024-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990PF 2024-01-01 475550417 B QUEST C/O KARA BALLESTER BQUE 6192286274 2405 BANCROFT ST SAN DIEGO CA 92104 KARA BALLESTER PRESIDENT 6193013132 2025-11-17 1 1 KAREN L PECK CPA P00487608 4803151040 2025-11-17 2024 2025-03-06 01:10:19Z X 36412275 X 1996734 236649 236649 4439200 14660510 4439200 8551 67936 6681134 4743785 0 0 0 277135 0 277135 61505 6151 55355 72779 42871 29908 75984 0 20984 445 0 445 34601 0 34601 522449 49022 418428 1827297 1827297 2349746 49022 2245725 4331388 4694763 192976 803843 803843 946026 1089573 1089573 25722909 0 10082539 25722909 25722909 913929 1486289 1490000 4665340 2990460 4825515 3036890 0 0 1422659 2480435 2480435 21260359 34573509 36412275 10000000 0 10000000 X 21260359 24573509 21260359 24573509 21260359 34573509 21260359 4331388 674591 26266338 1692829 24573509 PUBLICLY TRADED SECURITIES P 2021-03-15 2023-12-31 14660510 10221310 4439200 4439200 4439200 65257 0 65257 0 65257 70001 0 30000 0 100001 X 85 34659 34659 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 BQUESTFOUNDATION.ORG KARA BALLESTER 6193013132 2405 BANCROFT ST SAN DIEGO CA 92104 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KARA BALLESTER 2405 BANCROFT ST SAN DIEGO CA 92104 PRESIDENT 25.00 0 0 0 ANDREW BALLESTER 2405 BANCROFT ST SAN DIEGO CA 92104 TREASURER/SECRETARY 5.00 0 0 0 BEVERLY MEAD 2405 BANCROFT ST SAN DIEGO CA 92104 CHIEF IMPACT OFFICER 30.00 180000 0 0 JENNY PERILLO 2405 BANCROFT ST SAN DIEGO CA 92104 PROGRAM MANAGER 30.00 97135 0 0 0 NONE 0 COLLECTIVE SUNB QUEST PROVIDED A LOAN TO COLLECTIVESUN TO SUPPORT PHILANTHROPIC FINANCING FOR NONPROFITS TO GO SOLAR. 6402517 TERI INC.B QUEST PROVIDED A LOAN TO SUPPORT A SOLAR INSTALLATION FOR SAN DIEGO-BASED NONPROFIT TERI INC., WHOSE MISSION IS TO CHANGE THE WAY THE WORLD SEES, HELPS, AND EMPOWERS INDIVIDUALS WITH SPECIAL NEEDS. 3189108 8659732 18251357 7391589 3339246 0 10730835 0 0 10730835 160963 10569872 528494 528494 65257 65257 463237 3243280 3706517 0 3706517 2245725 18251357 20497082 3706517 0 0 4223085 2476815 3166278 4958707 14824885 20497082 0 0 0 3706517 16790565 0 0 31615450 0 0 0 0 0 0 0 31615450 4223085 2476815 3166278 4958707 16790565 KARA BALLESTER ANDREW BALLESTER X BETHEL AME SAN DIEGO SOLAR 3085 K ST SAN DIEGO CA 92102 PC SUPPORT AFFORDABLE HOUSING PROJECT 57816 BIODIVERSITY FUNDERS GROUP PO BOX 29361 SAN FRANCISCO CA 94129 PC GENERAL OPERATING SUPPORT 2000 BUILDING ELECTRIFICATION INSTITUTE SAN DIEGO 3422 PALM ST SAN DIEGO CA 92104 PC GENERAL OPERATING SUPPORT 250000 CASA FAMILIAR 119 W HALL AVE SAN YSIDRO CA 92173 PC SOLAR INSTALLATION 50000 CENTER FOR CLIMATE INTEGRITY 1201 CONNECTICUT AVE NW STE 600 WASHINGTON DC 20036 PC GENERAL OPERATING SUPPORT 300000 CLIMATE ACTION CAMPAIGN 3900 CLEVELAND AVE SUITE C SAN DIEGO CA 92103 PC SUPPORT POLICY ACTION IN SAN DIEGO AND CA 250000 CLIMATE ACTION CAMPAIGN 3900 CLEVELAND AVE SUITE C SAN DIEGO CA 92103 PC SUPPORT THE NEXUS SAN DIEGO CLIMATE SUMMIT 5000 CLIMATE ACTION CAMPAIGN 3900 CLEVELAND AVE SUITE C SAN DIEGO CA 92103 PC GENERAL OPERATING SUPPORT 5000 GOFUNDMEORG 855 JEFFERSON AV REDWOOD CITY CA 94063 PC WEATHER RESILIENCE FUND 25000 GRID ALTERNATIVES SAN DIEGO 930 GATEWAY CENTER WAY SAN DIEGO CA 92102 PC GENERAL OPERATING SUPPORT 25000 HAMMOND CLIMATE SOLUTIONS 7354 EADS AVE SAN DIEGO CA 92037 PC GENERAL OPERATING SUPPORT 25000 INSPIRATION TRANSPORTATION 7081 N MARKS AVE STE 104 PMB 195 FRESNO CA 93711 PC TO SUPPORT THE DEVELOPMENT OF SUSTAINABLE TRANSPORTATION TO UNDERSERVED COMMUNITIES. 19000 KOINONIA FARM INC 1324 GA-49 AMERICUS GA 31719 PC SUPPORT SOLAR PROJECT 25000 LANDS SAKE INC 27 CRESCENT ST WESTON MA 02493 PC SUPPORT SOLAR PROJECT 20000 LIFE SERVICES ALTERNATIVES 260 W HAMILTON AVE CAMPBELL CA 95008 PC SUPPORT SOLAR PROJECT 23000 MAAC 1355 THIRD AVENUE CHULA VISTA CA 91911 PC SUPPORT OF NEXT LEVEL PROJECT 150000 MAAC 1355 THIRD AVENUE CHULA VISTA CA 91911 PC SUPPORT OF EV ACCESS PROJECT 175000 MIRACOSTA COLLEGE FOUNDATION 1 BARNARD DR MS7 OCEANSIDE CA 92056 PC SUPPORT STUDENTS - HOUSING STABILITY 25000 NORTHERN CALIFORNIA LAND TRUST 3120 SHATTUCK AVE BERKELEY CA 94705 PC SUPPORT FOR AN EMERGENCY REPLACEMENT FUND 7500 OAKHURST PRESBYTERIAN CHURCH 118 SECOND AVE DECATUR GA 30030 PC SUPPORT SOLAR PROJECT 25000 REGENTS OF THE UNIVERSITY OF CALIFORNIA 111 FRANKLIN ST 12TH FLOOR OAKLAND CA 94607 PC SUPPORT CLIMATE RELATED RESEARCH 16618 SAN DIEGO CHILDREN'S DISCOVERY 320 N BROADWAY ESCONDIDO CA 92025 PC SUPPORT OF NATURE NIGHT AT THE MUSEUM 5000 SAN YSIDRO HEALTH 1601 PRECISION PARK LANE SAN DIEGO CA 92173 PC EV CHARGER INSTALLATION 81363 SANDIEGO350 3900 CLEVELAND AVE SUITE A SAN DIEGO CA 92103 PC GENERAL OPERATING SUPPORT 50000 SHARIA'S CLOSET 6244 EL CAJON BLVD 5 SAN DIEGO CA 92115 PC GENERAL OPERATING SUPPORT 25000 SHERMAN HEIGHTS COMMUNITY CENTER 2258 ISLAND AVE SAN DIEGO CA 92012 PC SUPPORT SOLAR PROJECT 25000 THE CHILDRENS INITIATIVE 625 RUFFIN RD STE 100 SAN DIEGO CA 92123 PC GENERAL OPERATING SUPPORT 150000 WARREN-WALKER PROMISE FOUNDATION 4605 POINT LOMA AVE SAN DIEGO CA 92107 PC SUPPORT THE SCHOOL OF YOUNG ENTREPRENEURS 10000 1827297 0 14 236649 18 4439200 PROGRAM-RELATED INVESTMENT INTEREST 14 67936 PARTNERSHIP INCOME 01 -59385 0 4684400 0 4684400 0 0 0 0 0 0 0 0 0 0 X X 1 ANDREW AND KARA BALLESTER 2405 BANCROFT ST SAN DIEGO CA 92104 1996734 X X 1 8,471 SHARES OF ALPHABET INC STOCK AND 4,300 SHARES OF NVIDIA STOCK 1996734 2024-10-25 ACCOUNTING FEES 61505 6151 55355 SAN DIEGO HABITAT FOR HUMANITY B QUEST PROVIDED A LOAN TO HELP SAN DIEGO HABITAT FOR HUMANITY TO ACQUIRE 11 INCOME-RESTRICTED HOMES IN OCEANSIDE, CA TO SUPPORT THEIR MISSION OF HELPING FAMILIES IN NEED OF DECENT AND AFFORDABLE HOUSING. 2700000 COLLECTIVE ENERGY COMPANY (CEC) B QUEST PROVIDED A LOAN TO INSTALL SOLAR POWER AND/OR BATTERY ENERGY STORAGE SYSTEMS FOR COMMUNITY HEALTH CENTERS, CLINICS, AND OTHER NON-PROFITS 1000000 SHERMAN HEIGHTS COMMUNITY LOAN B QUEST PROVIDED A LOAN TO COVER A PORTION OF THE INSTALLATION OF A SOLAR AND STORAGE PROJECT. 55047 SUNNYVALE COMMUNITY SERVICES (SCS) B QUEST PROVIDED A LOAN TO REPLACE AND REMODEL BUILDING INFRASTRUCTURE AND INSTALL A SOLAR SYSTEM TO REDUCE SCS DEPENDENCE ON FOSSIL FUEL BASED POWER, AND REDUCE ADMINISTRATIVE EXPENSE THAT CAN BE REDIRECTED TO PROGRAMS AND SERVICES. 700000 PAUMA BAND OF LUISENO INDIAN LOAN B QUEST PROVIDED A LOAN TO INSTALL A 64.3 KW PVC SOLAR SYSTEM ON THE FIRE STATION (33.9 KW) AND THE GOVERNMENT OFFICES (30.4 KW) LOCATED AT 1010 PAUMA RESERVATION ROAD, PAUMA VALLEY, CA, 92061. 67015 PENNSYLVANIA BRIGHT SOLAR LLC LOAN B QUEST PROVIDED A LOAN TO DEPLOY A SOLAR SYSTEM TO BENEFIT LOW-TO MODERATE-INCOME HOUSEHOLDS IN PENNSYLVANIA. 1000000 SMITH'S SUPERMARKET LOAN B QUEST PROVIDED A LOAN TO INSTALL AMERICAN-MADE SOLAR PANELS WITH BATTERY SYSTEMS, DESIGNED TO GENERATE 253,851 KWH OF CLEAN ENERGY ANNUALLY. SMITH'S SUPERMARKET IS LEADING THE WAY FOR OTHER SMALL BUSINESSES IN RURAL COMMUNITIES TO BEGIN UTILIZING SUSTAINABLE ENERGY. 106253 CBM 96 LLC LOAN B QUEST PROVIDED A LOAN TO FINANCE THE BORROWER'S PURCHASE OF A POWERTREE SERVICES INC PV SOLAR SYSTEM. 563587 HABITAT FOR HUMANITY VIRGINIA B QUEST PROVIDED A LOAN TO INSTALL AT LEAST 110 KW OF SOLAR ELECTRIC SYSTEMS ON AT LEAST 25 HABITAT FOR HUMANITY HOMES, ACROSS THE COMMONWEALTH OF VIRGINIA. 150000 NAVAJO POWER RECOVERABLE GRANT & PREFERRED STOCK B QUEST PROVIDED A LOAN (RECOVERABLE GRANT) AND PURCHASED PREFERRED STOCK TO FINANCE THE DEVELOPMENT OF A UTILITY-SCALE SOLAR INSTALLATION WITHIN THE NAVAJO NATION. 1250000 THE BROTHER BENNO FOUNDATION B QUEST PROVIDED A LOAN TO SUPPORT THE BROTHER BENNO CENTER IN FINANCING A 67.2 KW SOLAR SYSTEM AT THEIR FACILITY. 93322 AUBURN - CLIMATE IMPACT NOTE B QUEST PROVIDED A LOAN TO EXPAND THE INSTALLATION OF ELECTRIC VEHICLE CHARGING EQUIPMENT IN UNDERSERVED COMMUNITIES. 25000 VISTA COMMUNITY CLINIC HORNE ST B QUEST PROVIDED A LOAN TO SUPPORT VISTA COMMUNITY CLINIC (VCC) AT 517 N HORNE ST, OCEANSIDE, CA 92054. VCC IS PIONEERING SOME OF THE MOST INNOVATIVE MODELS OF PRIMARY CARE DELIVERY. 16884 VISTA COMMUNITY CLINIC PIER VIEW B QUEST PROVIDED A LOAN THAT WILL BE BE UTILIZED FOR A SOLAR PV INSTALLATION AT THE VISTA COMMUNITY CLINIC'S PIER VIEW LOCATION. 27562 ENERGY RESILIENCE FUND (GRID ALTERNATIVES FUND) B QUEST PROVIDED A BRIDGE LOAN TO GRID ALTERNATIVES TO ESTABLISH A FUND TO HELP AFFORDABLE MULTIFAMILY HOUSING OWNERS IN CALIFORNIA INSTALL SOLAR DEVELOPED AND CONSTRUCTED BY NONPROFIT SOLAR INSTALLER GRID ALTERNATIVES. 525062 MDF FUND B QUEST PROVIDED A LOAN TO HABITAT FOR HUMANITY TO INCREASE THEIR SCALE OF HOME-BUILDING. 380000 ABBOTTLABS 14492 20586 ABBVIEINCSHS 15075 20969 ACCENTUREPLCSHS 15993 26736 ACUITYBRANDSINC 6075 7011 ADOBEINC 21418 27125 AGILENTTECHNOLOGIESINC 20618 26868 AIRPRODUCTS&CHEM 9560 11022 ALLEGIONPLCSHS 8443 7971 ALLEGROMICROSYSTEMSINC 10395 11411 ALLYFINLINC 6992 6806 ALPHABETINCSHS 170094 636260 AMEREXPRESSCOMPANY 11125 14246 AMERICANTOWERREITINC 15797 21459 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BRIGHT SUN COMMUNITY SOLAR (RTH SOLAR) AT COST 48855 48855 COUNTRYSIDE SOLAR PORTFOLIO AT COST 15990 15990 IMPACT SCIENCE VENTURES AT COST 781120 781120 LARGE CITIES HOUSING - FIRST AMERICAN TITLE AT COST 1000000 1000000 SHAKESPEARE THEATRE (TREX SOLAR) AT COST 112000 112000 SHIFTING GEARS TO SOLAR AT COST 9955 9955 SOLAR FOR DEBRA'S FAMILY FARM AT COST 12515 12515 SUN WEALTH SOLAR AT COST 500000 500000 ANDREW BALLESTER KARA BALLESTER-TRU 10000000 10000000 2024-12 ON DEMAND, 30-DAY WRITTEN NOTICE 0.000000000000 NONE OPERATING CAPITAL CASH 10000000 BUILT-IN-GAIN ON NONCASH CONTRIBUTION 1692829 OFFICE EXPENSE 29754 0 29754 MEMBERSHIP DUES 3387 0 3387 PROCESSING FEES 1460 0 1460 PROGRAM-RELATED INVESTMENT INTEREST 67936 67936 67936 PARTNERSHIP INCOME -59385 -59385 PRIOR PERIOD ADJUSTMENT 674591 INVESTMENT MANAGEMENT FEES 42871 42871 0 GRANT CONSULTING FEES 28708 0 28708 CONTRACT SERVICES 1200 0 1200 EXCISE TAX 55000 0 0 PAYROLL TAXES 20984 0 20984