2025-08-25T14:44:43-05:00 2024-12-31 954885412 EUGENE LEWIS & ASSOCIATES 44 E FOOTHILL BLVD 100 ARCADIA CA 91006 990PF 2024-01-01 300100019 THE CAROL AND JAMES COLLINS FOUNDATION CARO 3106450113 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 CATHLEEN C HESSION PRESIDENT 3106450113 2025-08-25 1 1 WADE E STEVENS P01750790 6264629280 2024 2025-03-06 01:10:19Z X 29742959 X X 448 448 834733 834733 1658602 11737986 1658602 2493783 2493783 0 60008 6001 0 54007 8730 2183 0 6547 58582 58582 0 0 4892 584 0 4308 8366 0 0 8366 13142 5296 0 7846 153720 72646 0 81074 1547670 1547670 1701390 72646 0 1628744 792393 2421137 0 234728 681182 681182 16521898 17626207 17626207 10527541 11420593 11420593 20000 14977 14977 27304167 29742959 29742959 0 0 X 28868150 30514549 0 0 -1563983 -771590 27304167 29742959 27304167 29742959 27304167 792393 1646399 29742959 0 29742959 CAPITAL GAIN DISTRIBUTIONS - CHARLES SCHWAB P 2023-12-31 2024-12-31 344229 344229 344229 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB P 2023-12-31 2024-12-31 9439218 8149627 1289591 1289591 PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X4002 P 2023-12-31 2024-12-31 348126 260380 87746 87746 PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X5009) P 2023-12-31 2024-12-31 1306042 1433966 -127924 -127924 PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X1007) P 2023-12-31 2024-12-31 110273 112031 -1758 -1758 PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X1007) P 2023-12-31 2024-12-31 190098 123380 66718 66718 1658602 33654 0 33654 0 33654 14885 0 56000 0 70885 X 180 37051 37051 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CAROL JAMES COLLINS FOUNDATION 3106450113 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHLEEN C HESSION 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 PRES, SEC, TREAS 40.00 60008 0 1366 JAMES COLLINS 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 FOUNDER 0.00 0 0 0 CAROL COLLINS 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 FOUNDER 0.00 0 0 0 KELLY L COLLINS 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 1500 MELISSA COLLINS GUDIM 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 1000 MELANIE BUSWELL 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 1500 ALEXANDER GUDIM 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 1500 TREVOR GUDIM 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 500 NATALIE HESSION 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 1000 NONE 0 NONE 0 0 28775593 194459 14977 28985029 0 0 28985029 434775 28550254 1427513 1427513 33654 33654 1393859 0 1393859 0 1393859 1628744 0 1628744 1393859 0 0 235774 16815 147674 109102 138362 647727 1628744 0 0 0 1393859 234885 0 0 882612 0 0 0 0 0 0 235774 646838 16815 147674 109102 138362 234885 CATHLEEN C HESSION X 826LA 1714 W Sunset Blvd Los Angeles CA 90026 N/A PC General operating support 30000 A Place Called Home 2830 South Central Ave Los Angeles CA 90011 N/A PC General operating support 30000 Alliance College-Ready Public Schools PO Box 86609 Los Angeles CA 90086 N/A PC General operating support 35000 Angel City Chorale PO Box 642118 Los Angeles CA 90064 N/A PC General operating support 1000 Balboa Island Museum Newport Beach 210 B Marine Avenue Balboa Island CA 92662 N/A PC General operating support 2500 Bling Bling Irene Cancer Foundation 10211 Meredith Dr Huntington Beach CA 92646 N/A PC General operating support 2000 Boys & Girls Club of the LA Harbor 1200 S Cabrillo Ave San Pedro CA 90731 N/A PC General operating support 40000 Boys & Girls Club of W San Gabriel Valley and Eastside 328 South Ramona Avenue Monterey Park CA 91754 N/A PC To support Power Hour 30000 Boys & Girls Clubs of Metro Los Angeles 5029 Vermont Avenue Los Angeles CA 90037 N/A PC General operating support 35000 California Community Foundation 717 W Temple Street Los Angeles CA 90012 N/A PC To support LA Partnership for Early Childhood Investment 25000 California Restaurant Association Educational Foundation 621 Capitol Mall Suite 2000 Sacramento CA 95814 N/A PC To support ProStart Program at High Schools 15000 California YMCA Youth & Government 4301 W 3rd Street Los Angeles CA 90020 N/A PC General operating support, matching 2000 Camp Korey 224880 Brotherhood Road Mount Vernon WA 98274 N/A PC General operating support 5000 CASA of Los Angeles 201 Centre Plaza Drive Suite 1100 Monterey Park CA 91754 N/A PC General operating support 25000 The Center on Philanthropy & Public Policy USC 650 Childs Way RG 210 Los Angeles CA 90089 N/A PC To support Director's Circle 25000 Challenged Athletes Foundation 9591 Waples St San Diego CA 92121 N/A PC General operating support 1500 Charles R Drew University of Medicine & Science 1731 East 120th Street Building N Los Angeles CA 90059 N/A PC To support Saturday Science Academy II 30000 City Year 606 South Olive Street Floor 3 Los Angeles CA 90014 N/A PC General Operating Support 30000 College Track 3626 11th Avenue Los Angeles CA 90014 N/A PC General Operating Support 30000 Collins & Katz Family YMCA 1466 South Westgate Avenue Los Angeles CA 90025 N/A PC General Operating Support 7000 Communities in Schools of Los Angeles 7381 La Tijera Blvd Suite 451545 Los Angeles CA 90045 N/A PC General Operating Support 30000 Crystal Cove Conservancy 5 Crystal Cove Newport Coast CA 92657 N/A PC General Operating Support 3000 Da Vinci Schools 201 N Douglas St El Segundo CA 90245 N/A PC To support LifeLaunch Project 35000 Decorative Arts Society 300 Newport Center Drive Newport Beach CA 92660 N/A PC General Operating Support 3000 Discovery Cube Los Angeles 11800 Foothill Boulevard Sylmar CA 91342 N/A PC General Operating Support 40000 Educators for Excellence-Los Angeles 80 Pine Street 28th Floor New York NY 10005 N/A PC General Operating Support 35000 Exponent Philanthropy 1720 N Street NW Washington DC 20035 N/A PC General Operating Support 170 Fellowship of Christian Athletes PO Box 94 Palm Desert CA 92261 N/A PC General Operating Support 5000 First Graduate 594 Howard Street San Francisco CA 94105 N/A PC General Operating Support 35000 Fringe Benefits 2669 1/4 Waverly Drive Los Angeles CA 90039 N/A PC General operating support 15000 Get Lit-Words Ignite Inc 672 S La Fayette Park Place 10 Los Angeles CA 90057 N/A PC General operating support 35000 Girls Garage 1380 10th Street Berkeley CA 94710 N/A PC General operating support 2500 Homeboy Industries 130 W Bruno Street Los Angeles CA 90012 N/A PC To support Youth Re-entry Programs 35000 LA County Department of Arts and Culture PO Box 86001 Los Angeles CA 90086 N/A PC General operating support 35000 LA Promise Fund 1933 S Broadway Street Suite 1108 Los Angeles CA 90007 N/A PC Support culinary arts program 2500 Mar Vista Family Center 5075 South Slauson Avenue Culver City CA 90230 N/A PC Support By Youth For Youth program 31000 Marlborough School 250 South Rossmore Ave Los Angeles CA 90004 N/A PC General operating support 3000 Minds Matter of Los Angeles Inc 19360 Rinaldi Street Suite 715 Los Angeles CA 90004 N/A PC General operating support 10000 Mount St Mary's University 10 Chester Place Los Angeles CA 90007 N/A PC Support Community Amassador Program 15000 New Earth Organization 12100 W Washington Blvd Los Angeles CA 90066 N/A PC General operating support 30000 New Village Girls Academy 147 N Occidental Blvd Los Angeles CA 90026 N/A PC General operating support 30000 One Voice 1228 15th Street Suite C Santa Monica CA 90404 N/A PC To support College Scholars program 25000 Our Community LA PO Box 676 Pacific Palisades CA 90272 N/A PC General operating support 14000 PF Bresee Foundation 184 S Bimini Place Los Angeles CA 90004 N/A PC General operating support 30000 PS Arts 2121 Temple Street Los Angeles CA 90026 N/A PC General operating support 35000 Para Los Ninos 5000 Hollywood Boulevard Los Angeles CA 90027 N/A PC General operating support 45000 Peer Health Exchange 1423 Broadway 1059 Oakland CA 94612 N/A PC To support PHE LA 25000 Positive Coaching Alliance 66 Franklin Street Suite 300 Oakland CA 94607 N/A PC To support California programs 40000 Proyecto Pastoral 135 N Mission Road Los Angeles CA 90033 N/A PC General operating support 40000 PS Science 1000 W Hillcrest Boulevard Inglewood CA 90301 N/A PC General operating support 25000 Reading Partners Los Angeles 5410 Wilshire Blvd 400 Los Angeles CA 90036 N/A PC General operating support 25000 Ready to Succeed 1514 17th Street Santa Monica CA 90404 N/A PC General operating support 40000 SBCS Corporation 430 F Street Chula Vista CA 91910 N/A PC General operating support 6000 Southern California Grantmakers 1000 North Alameda Street Suite 230 Los Angeles CA 90012 N/A PC General operating support, center for strategic partnership 35000 Spirit Series Inc 605 San Vicente Blvd Suite 310 Santa Monica CA 90402 N/A PC To support So Cal School Scholarship Fund 25000 Student Health Services Fund dba The LA trust for Children's Health 333 S Beaudry Avenue 29th Floor Los Angeles CA 90017 N/A PC General operating support 41000 Students Run America dba Students Run LA 5252 Crebs Avenue Tarzana CA 91356 N/A PC General operating support 40000 Sustainable Conservation 98 Battery Street 302 San Francisco CA 94111 N/A PC General operating support 3000 T Silent P Inc 79202 Palmar Lane Indio CA 92203 N/A PC General operating support 5000 The Edible Schoolyard Project 1517 Shattuck Avenue Berkeley CA 94709 N/A PC General operating support 2500 The HeArt Project dba artworxLA 3787 S Vermont Avenue Los Angeles CA 90007 N/A PC General operating support 30000 The M3nd Project 350 Forest Avenue 488 Laguna Beach CA 92651 N/A PC General operating support 30000 The SEED School of LA County 1990 South Bundy Drive Suite 340 Los Angeles CA 90025 N/A PC General operating support 30000 The Unusual Suspects Theatre Company 300 S Raymond Avenue Suite 9 Pasadena CA 91105 N/A PC General operating support 30000 Tunnels to Towers Foundation 2361 Hylan Boulevard Staten Island NY 10306 N/A PC General operating support 5000 United Friends of the Children 1055 Wilshire Blvd 1550 Los Angeles CA 90017 N/A PC General operating support 30000 UNITE-LA PO Box 841903 Los Angeles CA 90084 N/A PC To support STEAM career pathways 35000 Young Storytellers Foundation 923 E 3rd St 307 Los Angeles CA 90013 N/A PC General operating support 25000 1547670 0 14 448 14 834733 18 1658602 0 2493783 0 2493783 0 0 0 0 0 0 0 0 0 0 EUGENE LEWIS AND ASSOCIATES 8730 2183 0 6547 Payden Strategic Income Fund 1137468 1137468 Payden Core Bond Fund 5152076 5152076 JP Morgan Fixed Income 2359217 2359217 IShares 10-20 Year Treasuries 1077714 1077714 IShares 1-5 Year Corp Bonds 563160 563160 Invesco NASDAQ 100 1130958 1130958 Payden Value Leaders Fund 3160570 3160570 Schwab S&P 500 Index Fund 5169376 5169376 IShares S&P 500 Growth 3781294 3781294 JP Morgan Equities 5514967 5514967 PREPAID EXCISE TAXES 20000 14977 14977 FILING FEES 730 0 0 730 PAYROLL PROCESSING 2276 228 0 2048 OFFICE EXPENSES 1210 605 0 605 INSURANCE EXPENSE 2250 1125 0 1125 DUES AND SUBSCRIPTIONS 6676 3338 0 3338 UNREALIZED GAINS 1645106 TIMING DIFFERENCES 1293 J.P. MORGAN 38010 38010 0 0 SCHWAB 20572 20572 0 0 PAYROLL TAXES 4787 479 0 4308 FOREIGN TAXES 105 105 0 0