2019-08-15T16:39:31-05:00 2018-12-31 473391350 JCJ LLP 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 990PF 2018-01-01 261293640 TEDDY EBERSOL'S FAMILY FOUNDATION TEDD 3104464700 10866 WILSHIRE BLVD NO 300 LOS ANGELES CA 90024 DICK EBERSOL PRESIDENT 3104464700 2019-07-31 1 JOEL JACOBSON P01039830 3104464700 174.127.13.110 2019-07-31 17:20:48 PD P 634D8FDD048A645E0EF1F84AE9893CD77A01C669 C9C924F5B4EB1A906799C7508E4B294D923E63D4 2018 2019-02-21 02:37:17Z X 1115523 X 0 X 14614 14614 19104 190142 19104 9 9 0 33727 33727 0 0 0 0 0 394 0 0 0 4329 0 0 0 1085 0 0 0 5808 0 0 0 229000 229000 234808 0 0 229000 -201081 33727 0 480279 294 294 348513 259320 259320 13 13 13 13 39217 43705 43705 110536 405639 405639 333732 406552 406552 1312290 1115523 1115523 0 0 X 0 0 0 0 1312290 1115523 1312290 1115523 1312290 1115523 1312290 -201081 4314 1115523 0 1115523 RBC WEALTH MGMT P 4298 4617 -319 -319 RBC MANAGED ACCOUNT P 57488 60282 -2794 -2794 RBC MANAGED ACCOUNT P 61573 47866 13707 13707 HAYS ADVISORY GROUP-RBC P 16175 18751 -2576 -2576 HAYS ADVISORY GROUP-RBC P 49365 39522 9843 9843 RBC MANAGED ACCOUNT-CAP GAINS P 1243 1243 1243 19104 0 274000 1356582 0.201978 570740 837038 0.681857 750618 835378 0.898537 398999 901807 0.442444 865538 964561 0.897339 3.122155 0.624431 1098790 686119 337 686456 229000 675 0 675 0 675 0 0 0 0 X 22 697 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A JCJ LLP 3104464700 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DICK EBERSOL C/O JCJ LLP 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 PRESIDENT 0.00 0 0 0 SUSAN SAINT JAMES EBERSOL C/O JCJ LLP 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 SECRETARY/CFO 0.00 0 0 0 SUNSHINE LUCAS C/O JCJ LLP 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 DIRECTOR 0.00 0 0 0 HARMONY LUCAS C/O JCJ LLP 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 DIRECTOR 0.00 0 0 0 CHARLES EBERSOL C/O JCJ LLP 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 DIRECTOR 0.00 0 0 0 WILLIAM EBERSOL C/O JCJ LLP 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 0 0 1115523 1115523 0 0 1115523 16733 1098790 54940 54940 675 675 54265 0 54265 0 54265 229000 0 229000 0 229000 54265 0 0 818234 354711 709613 529408 206721 2618687 229000 0 0 0 54265 174735 0 0 2793422 0 0 0 0 0 0 818234 1975188 354711 709613 529408 206721 174735 DICK EBERSOL SUSAN SAINT JAMES EBERSOL X AFS-USA INC 120 WALL STREET 4TH FLOOR NEW YORK NY 10005 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 5000 EDDIE'S HOUSE 260 S 51ST STREET PHILADELPHIA PA 19139 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 5000 JOE TORRE SAFE AT HOME FOUNDATION 55 WEST 39TH STREET SUITE 600 NEW YORK NY 10018 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 5000 MARTIN RICHARD FOUNDATION 1452 DORCHESTER AVENUE 4TH FLOOR DORCHESTER MA 02122 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 50000 PREP FOR PREP 328 WEST 71ST STREET NEW YORK NY 10023 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 2500 TELLURIDE FOUNDATION 220 E COLORADO AVE SUITE 106 PO BOX 4222 TELLURIDE CO 81435 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 35000 NOTRE DAME - DPAC UNIVERSITY OF NOTRE DAME NOTRE DAME IN 46556 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 50000 LARC 314 MAIN STREET TORRINGTON CT 06790 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 50000 WASHINGTON MONTESSORI SCHOOL 240 LITCHFIELD TURNPIKE NEW PRESTON CT 06777 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 25000 CONNECTICUT WOMEN'S HALL OF FAME 320 FITCH STREET NEW HAVEN CT 06515 PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. 1500 229000 0 14 14614 14 9 18 17861 1243 0 32484 1243 33727 4 INVESTMENT INCOME FROM SECURITIES HELD FOR THE ACCOMPLISHMENT 8 OF THE FOUNDATION'S EXEMPT PURPOSES 0 0 0 0 0 0 0 0 0 0 RBC #311-15349 405639 405639 RBC #311-15349 43705 43705 RBC #314-01346 AT COST 217911 217911 RBC #314-01363 AT COST 188641 188641 LEGAL FEES 394 0 0 0 RBC MANAGED ACCOUNT 9 9 PARTNERSHIP ACTIVITY & PRIOR YEAR ADJ. 4314 INVESTMENT FEES 4329 0 0 0 DICK EBERSOL 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 SUSAN SAINT JAMES EBERSOL 10866 WILSHIRE BLVD 300 LOS ANGELES CA 90024 TAXES 1085 0 0 0