2025-05-12T13:15:06-05:00 2024-12-31 203250475 ESMOND & ASSOCIATES INC 23901 CALABASAS RD SUITE 1010 CALABASAS CA 91302 990PF 2024-01-01 954332470 THE EDWIN W PAULEY FOUNDATION EDWI 3105570008 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 STEPHEN PAULEY TREASURER 3105570008 2025-05-05 1 0 LYNNE LEAVITT CPA P00146565 8186102900 2025-05-06 2024 2025-03-06 01:10:19Z X 1715382 X X 1410 1410 54664 54664 143091 918660 143091 29381 29381 228546 228546 39400 19700 19700 5500 2750 2750 21970 21970 0 10 0 10 3073 836 2198 6979 3490 3490 3997 2858 1139 80929 51604 29287 117000 117000 197929 51604 146287 30617 176942 6884 44993 44993 23418 14732 14732 959430 727621 988513 518002 680301 667144 1507734 1467647 1715382 262000 182000 299953 309249 561953 491249 X 0 0 19778144 19778144 -18832363 -18801746 945781 976398 1507734 1467647 945781 30617 0 976398 0 976398 EATON VANCE STRATEGIC INCOME FUND P 2023-04-28 2024-04-11 3210 3199 11 11 WELLS FARGO 0565 P 2021-01-22 2024-12-31 287660 347330 -59670 -59670 WELLS FARGO 1664 P 2023-12-01 2024-11-05 42663 41767 896 896 WELLS FARGO 1664 P 2020-03-02 2024-11-19 83845 53509 30336 30336 WELLS FARGO 5016 P 2023-11-01 2024-06-04 62734 52621 10113 10113 WELLS FARGO 5016 P 2018-08-23 2024-12-31 209636 128146 81490 81490 WELLS FARGO 8861 P 2023-11-21 2024-04-18 26400 28761 -2361 -2361 WELLS FARGO 8861 P 2019-09-26 2024-12-01 191201 116550 74651 74651 WELLS FARGO 1664 P 2008-09-15 2024-11-20 9660 3686 5974 5974 CAPITAL GAINS DIVIDENDS P 1651 1651 1651 143091 2459 0 2459 0 2459 1240 0 0 0 1240 4 1223 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 3400 0 0 NONE 0 NONE 0 0 1720739 54770 0 1775509 0 0 1775509 26633 1748876 87444 87444 2459 2459 84985 0 84985 0 84985 146287 0 146287 84985 0 0 1311 2385 44998 48694 146287 0 0 0 84985 61302 0 0 109996 0 0 0 0 0 0 1311 108685 2385 44998 61302 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 JOHN TRACY CLINIC 2160 WEST ADAMS ST LOS ANGELES CA 90018 NONE OTHER PUBLIC CHARITY PROGRAM SERVICES 2500 LAS MADRINAS DEPARTMENT 6778 LOS ANGELES CA 900846778 NONE OTHER PUBLIC CHARITY MEDICAL PROGRAMS AT CHILDRENS HOSPITAL 25000 PALISADES CHARTER HIGH SCHOOL 15777 BOWDOIN STREET PACIFIC PALISADES CA 90272 NONE OTHER PUBLIC CHARITY SECONDARY EDUCATION PROGRAMS 6000 PALISADES HIGH SCHOOL BOOSTER CLUB PO BOX 223 PACIFIC PALISADES CA 90272 NONE OTHER PUBLIC CHARITY PROGRAM SERVICES 6000 SUN VALLEYSUMMER PROGRAM PO BOX 1914 SUN VALLEY ID 83353 NONE OTHER PUBLIC CHARITY PROGRAM SERVICES 12500 DAWG SQUAD 11209 NATIONAL BLVD 246 LOS ANGELES CA 90064 NONE OTHER PUBLIC CHARITY PROGRAM SERVICES 10000 HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 022419209 NONE OTHER PUBLIC CHARITY ATHLETIC PROGRAM 15000 117000 0 14 1410 14 54664 14 29381 18 143091 0 228546 0 228546 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5500 2750 2750 CORPORATE STOCK 727621 988513 MINERAL RIGHTS AT COST 4782 4782 OPEN END MONEY FUNDS AT COST 675519 662362 INSURANCE 1503 752 751 OFFICE EXPENSES 776 388 388 OTHER INVESTMENT EXPENSES 1718 1718 0 B.C. & R. LTD PARTNERSHIP INCOME 28826 28826 28826 B.C. & R. LTD PARTNERSHIP ND EXP 29265 29265 29265 MOKU O LO'E BOOK - ROYALTIES 116 116 116 BC&R PARTNERSHIP (NEGATIVE CAPITAL) 299953 309249 INVESTMENT MANAGEMENT FEES 21970 21970 0 FOREIGN TAXES 836 836 0 FEDERAL TAXES 2123 0 2123 ATTORNEY GENERAL 75 0 75 STATE TAXES 39 0 0