2022-09-13T12:42:52-05:00 2021-12-31 203250475 ESMOND & ASSOCIATES INC 23901 CALABASAS RD SUITE 1010 CALABASAS CA 91302 990PF 2021-01-01 954332470 THE EDWIN W PAULEY FOUNDATION EDWI 3105570008 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 STEPHEN PAULEY TREASURER 3105570008 2022-09-13 1 STEPHEN PAULEY 999009999 LYNNE LEAVITT CPA P00146565 8186102900 2022-09-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 2234477 X X 83 83 60329 60329 23865 880348 23865 21513 21513 105790 105790 38400 19200 19200 8500 4250 4250 26305 26305 0 81 81 0 585 560 25 5530 2765 2765 6877 5609 1268 86278 58770 27508 133000 133000 219278 58770 160508 -113488 47020 5718 30237 37533 37533 125257 0 0 613515 831380 1280182 1100275 889241 916762 1875002 1758154 2234477 27000 2000 262364 284004 289364 286004 X 0 0 19778144 19778144 -18192506 -18305994 1585638 1472150 1875002 1758154 1585638 -113488 0 1472150 0 1472150 NEUBERGER BERMAN P 2020-12-31 2021-01-22 2727 2578 149 149 TEMPLETON INCOME TR P 6219 6241 -22 -22 WELLS 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29722 29722 WELLS FARGO ADVISORS #8861 (COVERED) P 2021-02-05 2021-11-24 10158 9052 1106 1106 WELLS FARGO ADVISORS #8861 (COVERED) P 2015-03-10 2021-12-31 49979 32948 17031 17031 GENERAL ELECTRIC CO NEW P 2021-08-02 2021-08-02 63 63 63 WELLS FARGO ADVISORS #1695 COVERED) RETURN OF PRINCIPAL P 2021-01-01 2021-12-31 26595 26595 0 0 CAPITAL GAINS DIVIDENDS P 11283 11283 11283 23865 654 0 654 0 654 320 0 0 0 320 6 340 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A THE FOUNDATION 3105570008 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN M PAULEY 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 PRESIDENT/CHAIRMAN 2.00 12000 0 0 KEVIN PAULEY HILLYER 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 VICE PRESIDENT 2.00 12000 0 0 MATTHEW V PAULEY 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 TREASURER 2.00 12000 0 0 TANYA HENDRIX 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 SECRETARY 2.00 2400 0 0 NONE 0 NONE 0 0 2177543 41582 1004782 3223907 0 0 3223907 48359 3175548 158777 158777 654 654 158123 0 158123 0 158123 160508 0 160508 158123 0 0 83727 280577 34844 1311 400459 160508 0 0 0 158123 2385 0 0 402844 0 0 0 0 0 0 83727 319117 280577 34844 1311 2385 STEPHEN M PAULEY MD 23901 CALABASAS ROAD STE 1010 CALABASAS CA 913023308 3239543131 WRITTEN REQUESTS INCLUDING DESCRIPTION OF ORGANIZATION, TAX IDENTIFICATION NUMBER, AND WHETHER THE ORGANIZATION IS TAX EXEMPT OR NON EXEMPT NONE GIFTS ARE PRIMARILY FOR EDUCATIONAL PURPOSES CHATHAM BAROQUETHE ICE HOUSE 100 FORTY-THIRD ST PITTSBURGH PA 15201 NONE OTHER PUBLIC CHARITY MUSIC PROGRAMS 40000 CROSSROADS SCHOOL 1714 21ST STREET SANTA MONICA CA 90404 NONE OTHER PUBLIC CHARITY EDUCATION PROGRAMS 10000 DAWG SQUAD 11209 NATIONAL BLVD 246 LOS ANGELES CA 90064 NONE OTHER PUBLIC CHARITY PROGRAM SERVICES 5000 NATIONAL FOREST FOUNDATION FORT MISSOUIA RD BLDG 27 STE 3 MISSOULA MT 59804 NONE OTHER PUBLIC CHARITY MEDICAL RESEARCH & PROGRAMS 2500 PALASADES CHARTER HIGH SCHOOL 15777 BOWDOIN STREET PACIFIC PALISADES CA 90272 NONE OTHER PUBLIC CHARITY SECONDARY EDUCATION PROGRAMS 2500 PALISADES HIGH SCHOOL BOOSTER CLUB PO BOX 223 PACIFIC PALISADES CA 90272 NONE OTHER PUBLIC CHARITY SECONDARY EDUCATION PROGRAMS 2500 BOWDOIN COLLEGE 4100 COLLEGE STATION BRUNSWICK ME 040118432 NONE OTHER PUBLIC CHARITY COLLEGE EDUCATION PROGRAMS 10000 SUN VALLEY MUSIC FESTIVAL PO BOX 1914 SUN VALLEY ID 83353 NONE OTHER PUBLIC CHARITY PROGRAM SERVICES 12500 WESTERN LOS ANGELES CITY COUNCIL BSA 16525 SHERMAN WAY UNIT C-B VAN NUYS CA 90140 NONE OTHER PUBLIC CHARITY PROGRAM SERVICES 5000 WINDWARD SCHOOL 11350 PALMS BLVD LOS ANGELES CA 90066 NONE OTHER PUBLIC CHARITY EDUCATION PROGRAMS 20000 LAS MADRINAS DEPARTMENT 6778 LOS ANGELES CA 900846778 NONE OTHER PUBLIC CHARITY MEDICAL PROGRAMS AT CHILDRENS HOSPITAL 3000 UCLA FOUNDATION 10889 WILSHIRE BLVD 1100 LOS ANGELES CA 90024 NONE OTHER PUBLIC CHARITY ENVIRONMENTAL STUDIES 20000 133000 0 14 83 14 60329 14 21513 18 23865 0 105790 0 105790 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 8500 4250 4250 CORPORATE STOCK 831380 1280182 MINERAL RIGHTS AT COST 4782 4782 OPEN END MONEY FUNDS AT COST 884459 911980 INSURANCE 1408 704 704 OFFICE EXPENSES 854 427 427 DELIVERY & MESSENGER 273 136 137 PREMIUM/DISCOUNT/AMORTIZATION 4342 4342 0 B.C. & R. LTD PARTNERSHIP INCOME 7256 7256 7256 B.C. & R. LTD PARTNERSHIP ND EXP 19690 19690 19690 MOKU O LO'E BOOK - ROYALTIES 31 31 31 FEDERAL EXCISE TAX REFUND 1792 1792 1792 BC&R PARTNERSHIP (NEGATIVE CAPITAL) 262364 284004 INVESTMENT MANAGEMENT FEES 26305 26305 0 FOREIGN TAXES 560 560 0 STATE TAXES 25 0 25