2023-11-16T13:00:58-06:00 2022-12-31 330690020 LAVINE LOFGREN MORRIS & ENGELBERG LLP 4180 LA JOLLA VILLAGE DR STE 300 LA JOLLA CA 92037 990PF 2022-01-01 471152264 G A FOWLER FAMILY FOUNDATION GAFO 9493992500 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 JOSEPH A CLARK DIRECTOR/TREASURER 9493992500 2023-11-16 1 JOSEPH CLARK 999009999 0 DALE SNEAD CPA P00367663 8584551200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 35206130 X 0 X 71236 71236 71236 -9 78 0 0 431636 431636 431636 502863 502872 502872 0 0 0 0 18800 0 0 18800 65936 0 0 65936 484031 0 0 484031 568767 0 0 568767 1901442 1901442 2470209 0 0 2470209 -1967346 502872 502872 466959 50569 50569 49269549 35104111 35104111 51851 51450 51450 49788359 35206130 35206130 2775000 4575000 2775000 4575000 X 0 0 0 0 47013359 30631130 47013359 30631130 49788359 35206130 47013359 -1967346 8410 45054423 14423293 30631130 M&T BANK CORP - .4070 SHS 2022-02-16 2022-04-06 66 73 -7 -7 WARNER BROTHERS DISCOVER - .4534 SHS 2021-05-04 2022-04-11 12 14 -2 -2 -9 -9 6990 0 6990 0 6990 24800 0 0 0 24800 0 17810 17810 0 0 0 0 0 0 0 0 0 0 0 0 1 CA DE 1 1 1 0 0 1 N/A JOSEPH A CLARK 9493992500 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL EARL 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 PRESIDENT 10.00 0 0 0 NANCY DUBONNET 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 DIRECTOR/SECRETARY 10.00 0 0 0 JOSEPH A CLARK 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 DIRECTOR/TREASURER 10.00 0 0 0 ANDREW H CUMMINS 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 DIRECTOR 5.00 0 0 0 STEPHEN E LEFKOVITS 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 PROPERTY MANAGEMENT INTERNSHIP PROGRAM HELPING STUDENTS DEVELOP REAL LIFE TRANSFERABLE SKILLS IN REAL ESTATE. 483622 PROPERTY MANAGEMENT SPECIALIZATION PROGRAM BY DESIGNING AND SPONSORING COLLEGE AND UNIVERSITY PROGRAMS FOR STUDENTS WHO ASPIRE TO BECOME FUTURE LEADERS IN PROPERTY OR ASSET MANAGEMENT. 1021439 COMMITMENT TO CREATING A PEACEFUL WORLD THROUGH SUSTAINABLE AND PRODUCTIVE OPPORTUNITIES IN HEALTH CARE. 445000 SUPPORTING EDUCATION AND ENVIRONMENTAL CONSERVATION CONCERNING THE NATURAL WORLD AND THE HUMAN IMPACT ON IT. 435003 0 1831614 387201 35155561 37374376 0 0 37374376 560616 36813760 1840688 X 2470209 0 2470209 2014-05-27 X 502872 1768967 1214003 910962 4396804 427441 1503622 1031903 774318 3737283 2470209 2395268 2123582 1508076 8497135 0 0 0 0 0 2470209 2395268 2123582 1508076 8497135 0 0 1227125 1617986 1609763 607308 5062182 0 0 0 0 X 1 FOR THE PLANET 50 LAKESIDE AVENUE 341 BURLINGTON VT 05401 N/A PUBLIC CHARITY PROMOTING EDUCATION 5000 AFRICAN WOMEN RISING 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 20000 ALL SAINTS BY THE SEA EPISCOPAL CHURCH 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 BONNEVILLE ENVIRONMENTAL FOUNDATION 1500 SW 1ST AVENUE SUITE 885 PORTLAND OR 97201 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 50003 BOYS AND GIRLS CLUB OF SANTA BARBARA 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 100000 BREAKTHROUGH NEW YORK 123 WILLIAM STREET 4TH FLOOR NEW YORK NY 10038 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 5000 CALIFORNIA STATE UNIVERSITY 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 75000 CALM 1236 CHAPALA STREET SANTA BARBARA CA 93101 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 75000 CARPINTERIA CHILDREN'S PROJECT 5201 8TH STREET SUITE 100 CARPINTERIA CA 93013 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 CASA PACIFICA 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 20000 CHILD NEUROLOGY FOUNDATION 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 500 CHILDRENS HOSPITAL OF COLORADO FOUNDATIONN 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 2000 CITYNET 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 5000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 50000 DOCTORS WITHOUT BORDERS 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 25000 DREAM FOUNDATION 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 N/A PUBLIC CHARITY PROMOTING EDUCATION 5000 ENDOWMENT FOR YOUTH COMMITTEE 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 40000 FIRE CHIEFS ASSOCIATION 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 30000 FOODBANK OF SANTA BARBARA COUNTY 4554 HOLLISTER AVE SANTA BARBARA CA 93110 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 100000 FORCE BLUE 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 4863 FREEDOM 4 YOUTH 187 S PATTERSON AVE SUITE A SANTA BARBARA CA 93111 N/A PUBLIC CHARITY PROMOTING EDUCATION 100000 GIRLS INC 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 HEAL THE OCEAN 1430 CHAPALA STREET SANTA BARBARA CA 93101 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 50000 HOSPICE OF SANTA BARBARA INC 2050 ALAMEDA PADRE SERRA SUITE 100 SANTA BARBARA CA 93103 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 10000 HUMAN RIGHTS WATCH 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 25000 IAN BURKHART FOUNDATION 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 1000 IEFT 16192 COASTAL HIGHWAY LEWES DE 19958 N/A PUBLIC CHARITY PROMOTING EDUCATION 15000 KULTURECITY 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 25000 LAGUNA BLANCA SCHOOL 4125 PALOMA DRIVE SANTA BARBARA CA 93110 N/A PUBLIC CHARITY PROMOTING EDUCATION 50000 LEADING FROM WITHIN PO BOX 806 SANTA BARBARA CA 93102 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 5000 LOMPOC TEEN CENTER 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 MAMA'S KITCHEN 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 MIDDLE TENNESSEE STATE UNIVERSITY 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 2500 MISSION SCHOLARS 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 15000 MOXI 125 STATE STREET SANTA BARBARA CA 93101 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 1000 MSS 900 OCEAN STREET SAINT PAUL MN 55106 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 1500 MUSIC ACADEMY OF THE WEST 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 61500 NATURE CONSERVANCY 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 150000 NICK JOHNSON MEMORIAL SCHOLARSHIP FUND 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 2500 NORTHERN ARIZONA UNIVERSITY 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 2500 OMNI CATERING INC 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 1826 ORKEESWA 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 30000 PATH OF SANTA BARBARA 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 PELLISSIPPI STATE COMMUNITY COLLEGE 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 2500 PEOPLE'S SELF HELP HOUSING 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 25000 PLANNED PARENTHOOD OF THE CENTRAL COAST 518 GARDEN ST SANTA BARBARA CA 93101 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 25000 ROCKY MOUNTAIN ELK FOUNDATION 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 SAN MANUEL BAND OF MISSION INDIANS 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 12000 SANTA BARBARA BOWL FOUNDATION 1122 N MILPAS ST SANTA BARBARA CA 93103 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 8500 SANTA BARBARA BUCKET BRIGADE 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 25000 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 50000 SANTA BARBARA FIREFIGHTERS ALLIANCE 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 25000 SANTA BARBARA MUSEUM OF ART 1130 STATE STREET SANTA BARBARA CA 93101 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 25000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 50000 SANTA BARBARA NEIGHBORHOOD CLINICS 915 N MILPAS ST SANTA BARBARA CA 93103 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 100000 SANTA BARBARA PUBLIC LIBRARY FOUNDATION POST OFFICE BOX 92137 SANTA BARBARA CA 93190 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 SCHOLARSHIP FOUNDATION OF SANTA BARBARA PO BOX 3620 SANTA BARBARA CA 93130 N/A PUBLIC CHARITY PROMOTING EDUCATION 3500 SHELTERBOX USA PO BOX 5055 SANTA BARBARA CA 93150 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 10000 SIEMPRE UNIDOS 1001 SMITH ROAD MILL VALLEY CA 94941 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 50000 THE FOUNDATION ROUNDTABLE PO BOX 60157 SANTA BARBARA CA 93160 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 6500 THE FUND FOR SANTA BARBARA 26 WEST ANAPAMU STREET SANTA BARBARA CA 93101 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 5000 THE LAND INSTITUTE 2440 E WATER WELL ROAD SALINA KS 67401 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 100000 THE PROJECT FOR RESILIENT COMMUNITIES 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 30000 ULI FOUNDATION 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 1000 UNIVERSITY OF MASSACHUSSETTS 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 2500 UNIVERSITY OF NORTHERN COLORADO 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 2500 USD BURNHAM-MOORES CENTER 5998 ALCALA PARK SAN DIEGO CA 92110 N/A PUBLIC CHARITY PROMOTING EDUCATION 10000 VIRGINIA TECH FOUNDATION INC 902 PRICES FORK ROAD BLACKSBURG VA 24061 N/A PUBLIC CHARITY PROMOTING EDUCATION 3250 WESTERN MICHIGAN UNIVERSITY 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 2500 WHITE BUFFALO LAND TRUST PO BOX 22 SUMMERLAND CA 93067 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 54000 WILDERNESS YOUTH PROJECT 5386 HOLLISTER AVE SANTA BARBARA CA 93111 N/A PUBLIC CHARITY PROMOTING CULTURAL AWARENESS 1000 WORLDREADERORG 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 N/A PUBLIC CHARITY PROMOTING EDUCATION 20000 YMCA RETIREMENT FUND 120 BROADWAY NEW YORK NY 10271 N/A PUBLIC CHARITY PROMOTING HEALTH AND WELLNESS 10000 1901442 0 14 14 71236 14 431636 14 -9 0 502863 0 502863 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 18800 0 0 18800 INVESTMENTS IN FUNDS FMV 14802275 14802275 INVESTMENTS - LAND FMV 20301836 20301836 PREPAID INCOME TAXES 30625 24800 24800 DISTRIBUTIONS RECEIVABLE 21226 26650 26650 VALUATION ADJUSTMENT - LAND 14423293 PROPERTY MANAGEMENT INTERNSHIP PROGRAM 483621 0 0 483621 LICENSES AND FEES 410 0 0 410 PARTNERSHIP INCOME 431636 431636 431636 BOOK/TAX INCOME TAX DIFFERENCES 8408 ROUNDING 2 GREGORY A FOWLER 2082 MICHELSON DRIVE 4TH FLOOR IRVINE CA 92612 PROPERTY TAXES 41422 0 0 41422 INCOME TAX 24514 0 0 24514