WEAVER FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WEAVER FAMILY PRIVATE FOUNDATION (EIN 37-1423304)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349103886
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T20:35:42-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 883643118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOGNOCCHI & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 ROOSEVELT RD BLDG E STE 210 | AddressLine1Txt |
| City | GLEN ELLYN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371423304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER FAMILY PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEAV | BusinessNameControlTxt |
| Phone | 8478584440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 ALLVIEW PLACE | AddressLine1Txt |
| City | LAGUNA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92651 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILTON WEINBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8478584440 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFIO C TOGNOCCHI | PreparerPersonNm |
| PTIN | P00442406 | PTIN |
| Phone | 8479986675 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,039,540 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $607 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $607 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,175 | GrossSalesPriceAmt |
| Total Rev And Expnss | $193,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,461 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,396 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,396 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,578 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,360 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $165 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $74,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $571,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $646,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$452,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,465 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $326,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $397,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $472,267 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $5,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $5,145,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,624,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,567,273 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,477,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,022,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,039,540 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,182 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,182 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,472,195 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,022,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,472,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,022,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,477,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,022,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,472,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$452,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,585 | OtherIncreasesAmt |
| Subtotal | $5,022,981 | SubtotalAmt |
| Other Decreases | $927 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,022,054 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,022 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,022 | SubtotalAmt |
| Tax Based On Investment Income | $2,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,178 | OverpaymentAmt |
| Applied To ES Tax | $3,178 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HILTON WEINBERG | IndividualWithBooksNm |
| Phone | 8478584440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 ALLVIEW PLACE | AddressLine1Txt |
| City | LAGUNA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HILTON WEINBERG | ||||||||
| 607 ALLVIEW PLACE | LAGUNA BEACH | CA | 92651 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LESLIE A WEAVER | ||||||||
| 607 ALLVIEW PLACE | LAGUNA BEACH | CA | 92651 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANNAMARIE WEAVER | ||||||||
| 257 E DELAWARE PLACE 9TH FLOOR | CHICAGO | IL | 60611 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RIVERSIDE PLAZA | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST ADVISOR | ServiceTypeTxt |
| Compensation | $65,049 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,246,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $647,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,894,194 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,894,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,655,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $782,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $782,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,022 | TotalTaxAmt |
| Distributable Before Adj | $780,767 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $780,767 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $780,767 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,223 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $582,223 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $780,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $571,105 | UndistributedIncomePYAmt |
| Qualifying Distributions | $582,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $571,105 | AppliedToYear1Amt |
| Applied To Current Year | $11,118 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $769,649 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ARC AMERICAN REFUGEE COMMITTEE ALIG | ||||||||
| 615 FIRST AVE NE | 615 FIRST AVE NE | MINNEAPOLIS | MN | 55413 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $5,300 |
| ASSISTANCE LEAGUE LAGUNA BEACH | ||||||||
| 547 CATALINA ST | 547 CATALINA ST | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $50,000 |
| BEREA COLLEGE | ||||||||
| CPO 2216 | CPO 2216 | BEREA | KY | 40404 | NONE | 501C3 | EDUCATIONAL SUPPORT | $25,000 |
| CALIFORNIA INSTUTUTE OF TECHNOLOGY | ||||||||
| 1200 E CALFORNIA BLVD | 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | 501C3 | EDUCATIONAL SUPPORT | $1,200 |
| COLLABROATIVE COURTS FDN | ||||||||
| PO BOX 633 | PO BOX 633 | LAGUNA BEACH | CA | 92652 | NONE | 501C3 | CULTURAL SUPPORT | $5,200 |
| COLUMBIA COLLEGE | ||||||||
| 600 S MICHIGAN AVE | 600 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | 501C3 | EDUCATIONAL SUPPORT | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE | 333 7TH AVE | NEW YORK | NY | 10001 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $3,500 |
| FRIENDSHIP SHELTER LAGUNA BEACH | ||||||||
| PO BOX 4252 | PO BOX 4252 | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $15,000 |
| GIGIS PLAYHOUSE | ||||||||
| 25282 MCINTYRE STREET | 25282 MCINTYRE STREET | LAGUNA HILLS | CA | 92653 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $10,000 |
| GLENWOOD HOUSE | ||||||||
| 2130 SCOAST HWY | 2130 S COAST HWY | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $1,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVE NW | 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $7,500 |
| HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | 1151 OXFORD ROAD | PASADENA | CA | 91108 | NONE | 501C3 | CULTURAL SUPPORT | $21,000 |
| JIT FOSTERYOUTH | ||||||||
| POBOX 601627 | PO BOX 601627 | SAN DIEGO | CA | 92160 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $5,000 |
| JUST DETENTION | ||||||||
| 3325 WILSHIRE BLVD | 3325 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $5,000 |
| KCRW NPR | ||||||||
| 1900 PICO BLVD | 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | 501C3 | CULTURAL SUPPORT | $1,500 |
| LAGUNA ART MUSEUM | ||||||||
| 307 CLIFF DR | 307 CLIFF DR | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | CULTURAL SUPPORT | $192,540 |
| LAGUNA COMMUNITY CLINIC | ||||||||
| 362 THIRD STREET | 362 THIRD STREET | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $21,000 |
| LAGUNA BEACH DANCE FESTIVAL | ||||||||
| PO BOX 897 | PO BOX 897 | LAGUNA BEACH | CA | 92652 | NONE | 501C3 | CULTURAL SUPPORT | $2,500 |
| LAGUNA COLLEGE LCAD | ||||||||
| 2222 LAGUNA CANYON RD | 2222 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | EDUCATION SUPPORT | $15,000 |
| LAGUNA FOOD PANTRY | ||||||||
| 20652 LAGUNA CANYON RD | 20652 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $15,000 |
| LAGUNA BEACH CULTURAL ART CENTER | ||||||||
| 235 FOREST AVE | 235 FOREST AVE | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | CULTURAL SUPPORT | $30,000 |
| LAGUNA BEACH LIVE | ||||||||
| POBOX 9336 | PO BOX 9336 | LAGUNA BEACH | CA | 92652 | NONE | 501C3 | CULTURAL SUPPORT | $2,500 |
| MALDEF MEXICANAMERICAN LEGAL DEFEN | ||||||||
| 634 S SPRING ST STE 1100 | 634 S SPRING ST STE 1100 | LOS ANGELES | CA | 90014 | NONE | 501C3 | SOCIAL SERVICES | $3,500 |
| MICHAEL JFOXPARKINSONS RESEARCH | ||||||||
| PO BOX 4777 | PO BOX 4777 | NEW YORK | NY | 10163 | NONE | 501C3 | MEDICAL RESEARCH | $5,150 |
| MISSION SAN JUAN CAPISTRANO | ||||||||
| 31520 CAMINO CAPISTRANO | 31520 CAMINO CAPISTRANO | SAN JUAN CAPISTRANO | CA | 92675 | NONE | 501C3 | CULTURAL SUPPORT | $2,500 |
| PACIFIC MARINE MAMMAL CENTER | ||||||||
| 20612 LAGUNA CANYON RD | 20612 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT OF ANIMALS | $5,150 |
| PBS SOCAL KCET | ||||||||
| PO BOX 33816 | PO BOX 33816 | LOS ANGELES | CA | 90033 | NONE | CULTURAL SUPPORT | $1,500 | |
| PITZER COLLEGE | ||||||||
| 1050 N MILLS AVE | 1050 N MILLS AVE | CLAREMONT | CA | 91711 | NONE | 501C3 | EDUCATIONAL SUPPORT | $15,000 |
| PIVEN THEATRE WORKSHOP | ||||||||
| 927 NOYES ST | 927 NOYES ST | EVANSTON | IL | 60201 | NONE | 501C3 | EDUCATIONAL SUPPORT | $1,200 |
| PLANNED PARENTHOOD OF OCSB | ||||||||
| 700 STUSTIN ST | 700 S TUSTIN ST | ORANGE | CA | 92866 | NONE | 501C3 | SOCIAL SERVICES | $10,000 |
| SOUTH COAST REPERTORY | ||||||||
| 655 TOWN CENTER DRIVE | 655 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | 501C3 | CULTURAL SUPPORT | $3,000 |
| SUSI Q SENIOR CENTER | ||||||||
| 380 THIRD STREET | 380 THIRD STREET | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $5,200 |
| TU NIDITO CHILDREN | ||||||||
| 3922 NMOUNTAIN AVE | 3922 N MOUNTAIN AVE | TUCSON | AZ | 85719 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $1,000 |
| UNSILENCED | ||||||||
| 30767 GATEWAY PLACE | 30767 GATEWAY PLACE | RANCHO MISSION VIEJO | CA | 92694 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $1,074 |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DRIVE | 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | 501C3 | SUPPORT FOR SOCIAL SERVICES | $75,000 |
| KX935 LAGUNA BEACH | ||||||||
| 1833 S COAST HIGHWAY | 1833 S COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT PUBLIC RADIO | $2,100 |
| XELA AID | ||||||||
| 16585 PACIFIC COAST HWY | 16885 PACIFIC COAST HWY | SUNSET BEACH | CA | 90742 | NONE | 501C3 | SUPPORT FOR SELF-RELIANCE | $531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,645 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $607 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$23,034 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $216,461 | ExclusionAmt |
| Related Or Exempt Function Incm | -$23,034 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,427 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TOGNOCCHI & ASSOCIATES | CategoryTxt |
| Amt | $5,396 | Amt |
| Net Investment Income | $5,396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,578 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AON PLC | 2021-10 | PURCHASE | 2024-01 | $295,136 | $311,379 | -$16,243 |
| CHUBB LIMITED | 2016-01 | PURCHASE | 2024-01 | $38,005 | $17,217 | $20,788 |
| VERIZON COMMUNICATIONS | 2017-12 | PURCHASE | 2024-06 | $165,034 | $192,613 | -$27,579 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $229,876 | $799,650 |
| ACCENTURE PLC IRELAND | $6,004 | $74,931 |
| ALPHABET INC CLASS C | $199,529 | $1,294,992 |
| AMAZON.COM INC | $145,122 | $1,733,181 |
| AMERICAN TOWER CORPORATION REIT | $161,020 | $366,820 |
| AON PLC | ||
| APPLE INC | $110,437 | $2,203,696 |
| BLACKROCK INC | $194,889 | $676,573 |
| CHUBB CORP | ||
| COLGATE PALMOLIVE COMPANY | $84,858 | $140,910 |
| COSTAR GROUP INC | $241,036 | $286,360 |
| COSTCO WHOLESALE CORP | $446,754 | $824,643 |
| EATON CORPORATION PLC | $194,726 | $995,610 |
| FISERVE INC | $457,392 | $1,088,726 |
| HOME DEPOT INC | $171,765 | $894,677 |
| IDEXX LABORATORIES CORP | $112,845 | $773,133 |
| MERCK & CO INC | $160,676 | $298,440 |
| PACCAR INC | $221,557 | $546,105 |
| POOL CORP | $235,727 | $238,658 |
| PROCTER & GAMBLE CO | $81,651 | $184,080 |
| RTX CORPORATION | $63,996 | $115,720 |
| SELECT SECTOR SPDR TR FINANCIAL | $134,041 | $169,155 |
| SERVICENOW INC | $307,539 | $1,166,132 |
| SMUCKER J M COMPANY | $239,706 | $247,770 |
| VERIZON COMMUNICATIONS | ||
| VISA INC CL A COM STOCK | $186,358 | $1,137,744 |
| ZOETIS INC | $236,783 | $309,567 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $927 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MISC EXPENSE | $75 | $75 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $3,585 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RECEIVABLE HILTON | BusinessNameLine1Txt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $65,049 | $65,049 |
| LEGAL FEES | $311 | $311 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $3,585 | |
| FEDERAL EXCISE TAX 990T | ||
| CALIFORNIA FILING FEE | $50 | $50 |
| IL CHARITY BUREAU | $15 | $15 |
| DEPT OF JUSTICE | $100 | $100 |
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