2014-11-14T13:26:42-06:00 2013-12-31 330690020 LAVINE LOFGREN MORRIS & ENGELBERG LLP 4180 LA JOLLA VILLAGE DR STE 300 LA JOLLA CA 92037 990PF 2013-01-01 352016508 THE STEP FAMILY FOUNDATION STEP 8587598958 PO BOX 8997 RANCHO SANTA FE CA 92067 EUGENE L STEP TRUSTEE 8587598958 2014-11-12 1 ROBERT E LOFGREN P00647580 8584551200 2013 2015-12-30 17:16:21Z X 2575650 X 11195 71413 71413 15601 24400 15601 23803 23803 122012 110817 0 0 0 3895 0 3895 196 196 0 500 0 500 4591 196 4395 84000 84000 88591 196 88395 33421 110621 21672 21672 385393 383894 2553978 385393 405566 2575650 13248 0 13248 0 X 0 0 0 0 372145 405566 372145 405566 385393 405566 372145 33421 0 405566 0 405566 ELI LILLY - 500 SHARES D 1992-02-07 2013-12-13 24400 8799 15601 15601 15601 0 103776 2032964 0.051047 99800 1651746 0.060421 92506 1467465 0.063038 92703 1364366 0.067946 92710 1766371 0.052486 0.294938 0.058988 2533166 149426 1106 150532 88395 2212 0 2212 0 2212 913 2700 3613 X 14 1387 1387 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A EUGENE L STEP 8587598958 PO BOX 8997 RANCHO SANTA FE CA 92067 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EUGENE L STEP PO BOX 8997 RANCHO SANTA FE CA 92067 TRUSTEE 0.96 0 0 0 HANNAH STEP PO BOX 8997 RANCHO SANTA FE CA 92067 TRUSTEE 0.38 0 0 0 STEVEN H STEP 22654 CALISA STREET WOODLAND HILLS CA 91367 TRUSTEE 0.08 0 0 0 MICHAEL D STEP PO BOX 676061 RANCHO SANTA FE CA 92067 TRUSTEE 0.08 0 0 0 JONATHAN A STEP 43 GREENWOOD LANE VALHALLA NY 10595 TRUSTEE 0.08 0 0 0 NONE 0 NONE 0 0 2544789 26953 0 2571742 0 0 2571742 38576 2533166 126658 126658 2212 2212 124446 0 124446 0 124446 88395 0 88395 0 88395 124446 0 0 11817 3953 15770 88395 0 0 0 88395 0 15770 15770 0 0 0 0 0 20281 0 0 0 EUGENE L STEP EUGENE L STEP PO BOX 8997 RANCHO SANTA FE CA 92067 8587598958 NO SPECIFIC FORM REQUIRED NONE NONE CHRISTEL HOUSE INTERNATIONAL 10 W MARKET ST 1990 INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 INDIANA UNIVERSITY FOUNDATION PO BOX 660245 INDIANAPOLIS IN 46266 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 UNITED JEWISH FEDERATION OF SAN DIEGO 4950 MURRAY CANYON ROAD SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL SUPPORT 80000 84000 0 14 71413 14 23803 18 15601 0 110817 0 110817 0 0 0 0 0 0 0 0 0 0 X X 1 EUGENE L STEP PO BOX 8997 RANCHO SANTA FE CA 92067 102995 X X 1 2,000 SHS OF ELI LILLY & CO. WITH A COST BASIS OF $3.65 PER SHARE 99100 2013-12-12 TAX PREPARATION 3895 0 3895 ELI LILLY & CO STOCK 383894 2553978 MORGAN STANLEY 23803 23803 23803 CASH OVERDRAFT 13248 0 FEDERAL TAXES 500 0 500