2020-11-05T02:04:47-06:00 2019-12-31 453269313 YH ADVISORS INC 5882 BOLSA AVENUE SUITE 100 HUNTINGTON BEACH CA 92649 990PF 2019-01-01 330758237 THE SAMUELI FOUNDATION SAMU 9497604300 2101 E COAST HIGHWAY NO 300 CORONA DEL MAR CA 92625 MICHAEL SCHULMAN SECRETARY & TREASURER 9494604300 2020-11-05 1 BRIAN YACKER P00401346 3109822803 38.98.172.90 2020-11-05 00:01:39 PS P CF83E5C490003369155472C97745BD4117DF37AD CF83E5C490003369155472C97745BD4117DF37AD 2019 2021-04-22 16:20:28Z X 402610 X 1751054 492 492 -4757 246297 189828 1746789 190320 101637 0 81310 262797 0 210238 39883 0 31906 76079 19020 30432 4000 1000 1600 96980 4800 84980 1 1 0 29960 0 22669 4479 0 225941 0 206866 77566 0 77566 74606 0 8373 993929 24821 755940 492894 492894 1486823 24821 1248834 259966 165499 146769 146769 140243 244841 244841 48165 37165 3473 11000 11000 143716 402610 402610 4102 3030 4102 3030 X 0 0 0 0 139614 399580 139614 399580 143716 402610 139614 259966 0 399580 0 399580 11,580 SHARES ANTERO RESOURCES D 2019-03-05 2019-03-06 99819 25583 74236 74236 1,001 SHARES SPOTIFY TECHNOLOGY D 2019-12-04 2019-12-04 146478 30886 115592 115592 189828 0 1831965 232163 7.890857 1523655 166873 9.130626 906809 354973 2.554586 870175 383397 2.269645 896190 269260 3.328344 25.174058 5.034812 224860 1132128 1655 1133783 1248834 X 1655 0 1655 0 1655 1790 0 0 1790 0 135 135 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.SAMUELI.ORG MICHAEL SCHULMAN 9497604300 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 926251941 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN SAMUELI 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 926251941 PRESIDENT 5.00 0 0 0 HENRY SAMUELI 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 926251941 VICE PRESIDENT 1.00 0 0 0 MICHAEL SCHULMAN 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 926251941 SECRETARY & TREASURER 1.00 0 0 0 GERALD SOLOMON 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 926251941 EXECUTIVE DIRECTOR 8.00 101637 2740 0 MICHELLE FREEMAN 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 92625 PROGRAM MANAGER 40.00 136295 5412 0 WAYAN KAUFMAN 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 92625 EXECUTIVE ASSISTANT 40.00 76271 763 0 VICTORIA TORRES 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 92625 PROGRAM MANAGER 40.00 51231 0 0 0 H&S VENTURES 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 92625 PROFESSIONAL MANAGEMENT SERVICES 124422 0 0 0 217284 11000 228284 0 0 228284 3424 224860 11243 11243 1655 1655 9588 0 9588 0 9588 1248834 0 1248834 1655 1247179 9588 0 0 888102 862906 902267 1519741 1826147 5999163 1248834 0 0 0 9588 1239246 0 0 7238409 0 0 0 0 0 0 888102 6350307 862906 902267 1519741 1826147 1239246 SUSAN SAMUELI HENRY SAMUELI X 4GIRLS PO BOX 41452 LONG BEACH CA 90853 NONE PC SOCIAL SERVICES 10000 AIM HEALTH INSTITUTE 908 NEW HAMPSHIRE AVENUE NW SUITE 200 WASHINGTON DC 20037 NONE PC HEALTH 10000 AMERICAN ACADEMY OF ARTS & SCIENCES 136 IRVING STREET CAMBRIDGE MA 021381996 NONE PC EDUCATION 5000 AMERICAN COLLEGE OF PERIOPERATIVE MEDICINE 3334 E COAST HIGHWAY 201 CORONA DEL MAR CA 92625 NONE PC HEALTH 7500 ANAHEIM COMMUNITY FOUNDATION 200 S ANAHEIM BLVD SUITE 433 ANAHEIM CA 92805 NONE PC SOCIAL SERVICES 1000 BLOOM FOUNDATION 14271 JEFFREY ROAD 282 IRVINE CA 92620 NONE PC SOCIAL SERVICES 10000 CASA TERESA PO BOX 429 ORANGE CA 92856 NONE PC SOCIAL SERVICES 10000 CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE CA 92866 NONE PC HEALTH 10000 CHARITABLE VENTURES OF ORANGE COUNTY 4041 MACARTHUR BLVD SUITE 510 NEWPORT BEACH CA 92660 NONE PC SOCIAL SERVICES 5000 COMMUNITY PARTNERS 1000 NORTH ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 NONE PC HEALTH 5000 CROSSOVER DOWNTOWN OUTREACH MINISTRY 401 W COURT STREET FLINT MI 40803 NONE PC SOCIAL SERVICES 10000 CRYSTAL COVE CONSERVANCY 5 CRYSTAL COVE NEWPORT BEACH CA 92657 NONE PC EDUCATION 10000 EVERY MONDAY MATTERS 321 PASS AVENUE SUITE 152 BURBANK CA 91505 NONE PC EDUCATION 5000 FAMILY MEDICINE EDUCATION CONSORTIUM 7795 RAINTREE ROAD DAYTON CA 45459 NONE PC HEALTH 15000 FRIENDS OF IR DAVID 1300 FLATBUSH AVENUE BROOKLYN NY 11210 NONE PC RELIGIOUS 25000 GEORGETOWN UNIVERSITY 4000 RESERVOIR RD NW BUILDING D SUITE 120 WASHINGTON DC 20057 NONE PC HEALTH 10000 GIRL SCOUTS OF ORANGE COUNTY 9500 TOLEDO WAY SUITE 100 IRVINE CA 92618 NONE PC SOCIAL SERVICES 10000 GLOBAL GLOW 2321 E 4TH STREET SUITE C PMB 616 SANTA ANA CA 92705 NONE PC SOCIAL SERVICES 10000 GRANDMA'S HOUSE OF HOPE 1505 E 17TH STREET 116 SANTA ANA CA 92705 NONE PC SOCIAL SERVICES 10000 GRANTMAKERS OF EDUCATION 720 SW WASHINGTON ST SUITE 605 PORTLAND OR 97205 NONE PC EDUCATION 250 HARBOR VIEW PARENT FACULTY ORGANIZATION 900 GOLDENROD AVENUE CORONA DEL MAR CA 92626 NONE PC EDUCATION 3000 INNOVATE EDUCATE PO BOX 9919 SANTA FE NM 87504 NONE PC EDUCATION 10000 JF SHEA THERAPEUTIC RIDING CENTER 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92765 NONE PC SOCIAL SERVICES 12000 JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 NONE PC RELIGIOUS 3600 JUVENILE DIABETES RESEARCH FOUNDATION 2 CORPORATE PARK SUITE 106 IRVINE CA 92606 NONE PC HEALTH 500 MAGNET EDUCATIONAL CHOICE ASSOCIATION 1450 NE 2ND AVE ROOM 352 MIAMI CA 33032 NONE PC EDUCATION 1080 MARCONI FOUNDATION FOR KIDS 1302 INDUSTRIAL DRIVE TUSTIN CA 92780 NONE PC SOCIAL SERVICES 6500 MARCONI SOCIETY 127 UNIVERSITY AVE BERKELEY CA 94710 NONE PC EDUCATION 10000 MEOWWZRESQ 960 N TUSTIN ST 200 ORANGE CA 92867 NONE PC ANIMAL RESCUE 5500 NATIONAL ACADEMY OF INVENTORS 3702 SPECTRUM BLVD SUITE 165 TAMPA FL 33612 NONE PC EDUCATION 10000 OC COMMUNITY FOUNDATION 4041 MACARTHUR BLVD 510 NEWPORT BEACH CA 92660 NONE PC SOCIAL SERVICES 150 OC SAFEHOMES 1000 QUAIL STREET 100 NEWPORT BEACH CA 92660 NONE PC SOCIAL SERVICES 10000 ONEOC 1901 E FOURTH STREET SUITE 100 SANTA ANA CA 92705 NONE PC EDUCATION 30000 ORANGE COUNTY BIRD OF PREY CENTER 25422 TRABUCO ROAD 105-541 LAKE FOREST CA 926302797 NONE PC EDUCATION 1000 ORANGE COUNTY CONSERVATION CORPS 1853 NORTH RAYMOND AVENUE ANAHEIM CA 92801 NONE PC SOCIAL SERVICES 10000 ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION 1010 N MAIN STREET SANTA ANA CA 92701 NONE PC EDUCATION 10000 ORANGEWOOD FOUNDATION 1575 EAST 17TH STREET SANTA ANA CA 92705 NONE PC SOCIAL SERVICES 8703 PAST FOUNDATION 1003 KINNEAR ROAD COLUMBUS OH 43212 NONE PC HEALTH 30294 PEDIATRIC THERAPY NETWORK 1815 W 213TH ST SUITE 100 TORRANCE CA 90501 NONE PC HEALTH 1000 PHILANTHROPY ROUNDTABLE 1120 20TH STREET NW SUITE 550 SOUTH WASHINGTON DC 20036 NONE PC EDUCATION 500 PROGRAM FOR TORTURE VICTIMS 3550 WILSHIRE BLVD STE 1906 LOS ANGELES CA 90010 NONE PC SOCIAL SERVICES 5000 PROJECT SCIENTIST PO BOX 515 LAGUNA BEACH CA 92652 NONE PC SOCIAL SERVICES 10000 QUAN AM BUDDHIST MEDITATION 12670 18TH STREET REDLANDS CA 92373 NONE PC RELIGIOUS 2000 SCHOOLPOWER-LAGUNA BEACH EDUCATION FOUNDATION 733 ST ANNS DRIVE LAGUNA BEACH CA 92651 NONE PC EDUCATION 10000 SHADY CANYON GOLF CLUB CHARITABLE FOUNDATION 100 SHADY CANYON DRIVE IRVINE CA 92603 NONE PC SOCIAL SERVICES 5000 SOUTHERN CALIFORNIA GRANTMAKERS 1000 NORTH ALAMEDA STREET SUITE 230 LOS ANGELES CA 90012 NONE PC EDUCATION 8167 SOUTHERN CALIFORNIA PUBLIC RADIO 474 S RAYMOND AVE PASADENA CA 91105 NONE PC ARTS 1000 SOUTHERN SYNCHRO SKIERS PO BOX 3200 TELLURIDE CO 81435 NONE PC SOCIAL SERVICES 6000 ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL 31641 LA NOVIA AVE SAN JUAN CAPISTRANO CA 92675 NONE PC EDUCATION 25000 STARS AND STRIPES CHILDREN'S FOUNDATION PO BOX 7572 LAGUNA NIGUEL CA 92067 NONE PC SOCIAL SERVICES 25000 SUZANNE SOMERS FOUNDATION PO BOX 1787 CANYON COUNTRY CA 91386 NONE PC HEALTH 10000 THE 1939 CLUB 8950 W OLYMPIC BLVD SUITE 437 BEVERLY HILLS CA 90211 NONE PC RELIGIOUS 650 THE CHILDREN'S CENTER AT CALTECH 1200 E CALIFORNIA BLVD MAIL CODE 1-133 PASADENA CA 91125 NONE PC EDUCATION 5000 THE FOUNDATION FOR NEW EDUCATION INITIATIVES 1450 NE 2ND AVE STE 776 MIAMI FL 33132 NONE PC EDUCATION 5000 THE PEGASUS SCHOOL 19692 LEXINGTON LANE HUNTINGTON BEACH CA 92646 NONE PC EDUCATION 10000 TIDES CENTER PO BOX 29907 SAN FRANCISCO CA 94129 NONE PC SOCIAL SERVICES 10000 VOCATIONAL VISIONS 26041 PALA MISSION VIEJO CA 92691 NONE PC SOCIAL SERVICES 1500 YMCA OF ORANGE COUNTY 13821 NEWPORT AVENUE SUITE 200 TUSTIN CA 927807803 NONE PC SOCIAL SERVICES 1000 YWCA OF ORANGE COUNTY 215 E COMMONWEALTH AVENUE SUITE F FULLERTON CA 92832 NONE PC SOCIAL SERVICES 10000 492894 0 14 492 18 -4757 0 -4265 0 -4265 0 0 0 0 0 0 0 0 0 0 X X 1 H&S INVESTMENTS LP 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 926251941 1500000 X 2 HS MANAGEMENT LP 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 926251941 104683 X 3 HS MANAGEMENT LP 2101 E COAST HIGHWAY SUITE 300 CORONA DEL MAR CA 926251941 146371 X 2 11,580 SHARES ANTERO RESOURCES 104683 2019-03-05 3 1,001 SHARES SPOTIFY TECHNOLOGY 146371 2019-12-04 ACCOUNTING FEES 4000 1000 1600 SOFTWARE - WEBSITE 2008-01-11 14700 14700 SL 3.000000000000 0 0 SOFTWARE - IOS APP 2012-12-01 6000 6000 SL 3.000000000000 0 0 GRANTMAKING WEBSITE 2013-09-30 3500 3500 SL 3.000000000000 0 0 GRANTMAKING WEBSITE 2013-10-03 3695 3695 SL 3.000000000000 0 0 LAPTOP 2016-01-29 1273 1238 SL 3.000000000000 35 0 LAPTOP 2016-02-24 1205 1172 SL 3.000000000000 33 0 LAPTOP 2016-08-23 1081 841 SL 3.000000000000 240 0 LAPTOP 2016-09-12 2652 2062 SL 3.000000000000 590 0 LAPTOP 2017-07-21 1900 951 SL 3.000000000000 633 0 LAPTOP 2018-03-28 2437 813 SL 3.000000000000 812 0 DELL COMPUTERS WK & MF - DESKTOP 2019-01-11 2463 SL 3.000000000000 821 0 DELL MARKETING - DELL DESKTOP GERALD 2019-04-02 1213 SL 3.000000000000 303 0 SURFACE LAPTOP - VICTORIA TORRES 2019-05-10 1723 SL 3.000000000000 383 0 TV SCREENS 2019-06-03 3233 SL 3.000000000000 629 0 BLACKBAUD SOFTWARE 2019-12-31 1688 SL 0.000000000000 0 0 BLACKBAUD SOFTWARE 2019-12-31 1688 SL 0.000000000000 0 0 SOFTWARE - WEBSITE 14700 14700 0 0 SOFTWARE - IOS APP 6000 6000 0 0 GRANTMAKING WEBSITE 3500 3500 0 0 GRANTMAKING WEBSITE 3695 3695 0 0 LAPTOP 1273 1273 0 0 LAPTOP 2652 2652 0 0 LAPTOP 1900 1584 316 316 LAPTOP 2437 1625 812 812 DELL COMPUTERS WK & MF - DESKTOP 2463 821 1642 1642 DELL MARKETING - DELL DESKTOP GERALD 1213 303 910 910 SURFACE LAPTOP - VICTORIA TORRES 1723 383 1340 1340 TV SCREENS 3233 629 2604 2604 BLACKBAUD SOFTWARE 1688 0 1688 1688 BLACKBAUD SOFTWARE 1688 0 1688 1688 LEGAL FEES 76079 19020 30432 OFFICE 39101 0 0 TELEPHONE AND INTERNET 9646 0 4995 INSURANCE 6535 0 0 PAYROLL PROCESSING 2194 0 1755 DUES AND SUBSCRIPTIONS 500 0 500 POSTAGE 14862 0 0 BENEFIT PLAN ADMINISTRATION 798 0 638 CUSTODIAL FEES 500 0 250 ADVERTISING 470 0 235 PAYROLL LIABILITIES 4102 3030 CONSULTING FEES 84980 0 84980 MANAGEMENT FEES 12000 4800 0 PAYROLL TAX 28312 0 22650 FEDERAL TAX 650 0 0 STATE TAX 810 0 0 TAXES & LICENSES 150 0 0 PROPERTY TAXES 38 0 19