2017-09-05T14:53:32-05:00 2016-12-31 453269313 YH ADVISORS INC 7755 CENTER AVENUE SUITE 1225 HUNTINGTON BEACH CA 92647 990PF 2016-01-01 237015087 THE CORWIN D DENNEY FOUNDATION DENN 5624368800 232 PINE AVENUE LONG BEACH CA 90802 M LAWRENCE LALLANDE SECRETARY 5624368800 2017-08-23 1 BRIAN YACKER P00401346 3109822803 38.98.172.90 2017-08-23 10:38:24 PD P C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35 C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35 2016 2021-01-29 14:40:06Z X 7398363 X X 34169 12169 138973 133189 50866 535251 50866 159327 159327 383335 355551 96000 48000 28800 828 661 107 13200 10560 1716 58736 58736 0 10 0 0 2424 1212 727 2190 0 2115 173388 119169 33465 440800 440800 614188 119169 474265 -230853 236382 368131 222176 222176 223595 211850 211850 500 577163 555672 555672 407404 407508 407508 634426 1173357 634426 634426 5027832 5366731 5366731 7777982 7398363 7398363 0 0 X 0 0 0 0 7777982 7398363 7777982 7398363 7777982 7398363 7777982 -230853 388050 7935179 536816 7398363 PUBLICLY TRADED SECURITIES 535251 484385 50866 50866 50866 0 385289 8070308 0.047742 483897 8899208 0.054375 507814 7462946 0.068045 472153 7293335 0.064738 550484 7308286 0.075323 0.310223 0.062045 7324811 454468 2364 456832 474265 X 2364 0 2364 0 2364 9082 9082 6718 6718 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 NONE YH ADVISORSINC 3109822806 7755 CENTER AVE STE 1225 HUNTINGTON BEACH CA 92647 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 NANCI DENNEY BERGIN 232 PINE AVENUE LONG BEACH CA 90802 PRESIDENT 1.00 0 0 0 K DUANE DENNEY 232 PINE AVENUE LONG BEACH CA 90802 VICE PRESIDENT 1.00 0 0 0 L ANDREW GIFFORD 232 PINE AVENUE LONG BEACH CA 90802 CFO/TREASURER 5.00 24000 0 0 M LAWRENCE LALLANDE 232 PINE AVENUE LONG BEACH CA 90802 SECRETARY / FOUNDATION MAN 15.00 72000 0 0 KARINA N LALLANDE 232 PINE AVENUE LONG BEACH CA 90802 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 6139774 662156 634426 7436356 0 0 7436356 111545 7324811 366241 366241 2364 2364 363877 1825 365702 0 365702 474265 0 474265 2364 471901 365702 0 0 187239 110322 140565 52820 490946 474265 0 0 0 365702 108563 0 0 599509 0 0 0 0 0 0 187239 412270 110322 140565 52820 108563 NANCI DENNEY BERGIN X AMERICAN RED CROSS 2025 E STREET WASHINGTON DC 20006 NONE PC TO SUPPORT CHARITABLE OPERATIONS 25000 BLUE RIBBON MUSIC CENTER 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 NONE PC TO SUPPORT CHARITABLE OPERATIONS 25000 CALVARY CHAPEL COSTA MESA 3800 SOUTH FAIRVIEW STREET SANTA ANA CA 92704 NONE PC TO SUPPORT CHARITABLE OPERATIONS 1750 CASA FOUNDATION 18655 WEST BERNARDO DRIVE SAN DIEGO CA 92127 NONE PC TO SUPPORT CHARITABLE OPERATIONS 1000 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BOULEVARD LOS ANGELES CA 90027 NONE PC TO SUPPORT CHARITABLE OPERATIONS 126875 CONSUMER ATTORNEY'S PUBLIC INTEREST FOUNDATION 770 L STREET SUITE 1200 SACRAMENTO CA 95814 NONE PC TO SUPPORT CHARITABLE OPERATIONS 5000 COTTAGE HOSPITAL FOUNDATION PO BOX 1395 NEW YORK NY 100081395 NONE PC TO SUPPORT CHARITABLE OPERATIONS 27000 DAV CHARITABLE SERVICE TRUST 3725 ALEXANDRIA PIKE COLD SPRINGS KY 41076 NONE PC TO SUPPORT CHARITABLE OPERATIONS 5000 DIRECT RELIEF 27 SOUTH LA PATERA LANE GOLETA CA 93117 NONE PC TO SUPPORT CHARITABLE OPERATIONS 10000 DOG ADOPTION AND WELFARE GROUP 5480 OVERPASS ROAD SANTA BARBARA CA 93111 NONE PC TO SUPPORT CHARITABLE OPERATIONS 5000 ELIZABETH HOSPICE SAN DIEGO 500 LA TERRAZA BLVD SUITE 130 ESCONDIDO CA 92025 NONE PC TO SUPPORT CHARITABLE OPERATIONS 1000 ENSEMBLE THEATRE COMPANY PO BOX 2307 SANTA BARBARA CA 93120 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2500 ENVIRONMENTAL DEFENSE CENTER 906 GARDEN STREET SANTA BARBARA CA 93101 NONE PC TO SUPPORT CHARITABLE OPERATIONS 3375 FAYETTE COUNTY FAMILY YMCA 100 CIVIC DRIVE WASHINGTON COURT HOUSE OH 43160 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2000 GIRLS INC OF GREATER SANTA BARBARA PO BOX 236 SANTA BARBARA CA 93102 NONE PC TO SUPPORT CHARITABLE OPERATIONS 10000 HOSPICE OF SANTA BARBARA INC 2050 ALAMEDA PADRE SERRA SUITE 100 SANTA BARBARA CA 931031704 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2500 LITTLE COMPANY OF MARY HOSPITAL 4101 TORRANCE BLVD TORRANCE CA 90503 NONE PC TO SUPPORT CHARITABLE OPERATIONS 1000 LOS ANGELES TRIAL LAWYERS' CHARITIES 15216 BURBANK BLVD SUITE 103 SHERMAN OAKS CA 914113561 NONE PC TO SUPPORT CHARITABLE OPERATIONS 22500 LOYOLA LAW SCHOOL 919 ALBANY STREET LOS ANGELES CA 90015 NONE PC TO SUPPORT CHARITABLE OPERATIONS 10000 MIAMI UNIVERSITY ADVANCEMENT 926 CHESTNUT LANE OXFORD OH 45056 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2500 MUSIC CENTER FOUNDATION 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 NONE PC TO SUPPORT CHARITABLE OPERATIONS 4250 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE STREET NEW ORLEANS LA 70130 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2500 PEDIATRIC CANCER RESEARCH FOUNDATION 9272 JERONIMO ROAD SUITE 122 IRVINE CA 92618 NONE PC TO SUPPORT CHARITABLE OPERATIONS 10000 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 NONE PC TO SUPPORT CHARITABLE OPERATIONS 31000 PIERRE CLAEYSSENS VETERANS MUSEUM 1187 COAST VILLAGE ROAD SANTA BARBARA CA 93108 NONE PC TO SUPPORT CHARITABLE OPERATIONS 5000 PUBLIC JUSTICE FOUNDATION 1825 K STREET NEW SUITE 200 WASHINGTON DC 20006 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2000 PUPPIES BEHIND BARS 263 WEST 38TH STREET 4TH FLOOR NEW YORK NY 10018 NONE PC TO SUPPORT CHARITABLE OPERATIONS 6000 REDONDO BEACH ELKS LODGE 315 ESPLANADE REDONDO BEACH CA 90277 NONE TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT CARE AND SHARE. 7500 REDONDO BEACH VETERANS MEMORIAL 415 DIAMOND STREET REDONDO BEACH CA 90277 NONE PC TO SUPPORT CHARITABLE OPERATIONS 1000 RIVERA UNITED METHODIST CHURCH 375 PALOS VERDES BLVD REDONDO BEACH CA 90277 NONE PC TO SUPPORT CHARITABLE OPERATIONS 10000 SHRINERS HOSPITAL FOR CRIPPLED CHILDREN 1115 CHAPALS ST SUITE 200 SANTA BARBARA CA 93101 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2500 STATE STREET BALLET 2285 LAS POSITAS ROAD SANTA BARBARA CA 93105 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2000 THE DIADAMES 470 WARNER AVE LOS ANGELES CA 90024 NONE PC TO SUPPORT CHARITABLE OPERATIONS 1000 THE LEAGUE FOR CHILDREN 3160 GENEVA STREET LOS ANGELES CA 900201117 NONE PC TO SUPPORT CHARITABLE OPERATIONS 10000 THE LIBRARY FOUNDATION OF LOS ANGELES 1910 MAGNOLIA AVENUE LOS ANGELES CA 90007 NONE PC TO SUPPORT CHARITABLE OPERATIONS 15000 TOWER CANCER RESEARCH FOUNDATION 8767 WILSHIRE BLVD SUITE 401 BEVERLY HILLS CA 90211 NONE PC TO SUPPORT CHARITABLE OPERATIONS 5000 UC REGENTS 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 NONE PC TO SUPPORT CHARITABLE OPERATIONS 3000 UNIVERSITY OF MICHIGAN LAW SCHOOL 1111 FRANKLIN STREET 12TH FLOOR LOS ANGELES CA 900951738 NONE PC TO SUPPORT CHARITABLE OPERATIONS 2500 VETERANS LEGAL INSTITUTE 2100 NORTH BROADWAY SUITE 209 SANTA ANA CA 92706 NONE PC TO SUPPORT CHARITABLE OPERATIONS 500 WESTMONT COLLEGE 109 E MADISON SUITE 300 ANN ARBOR MI 48104 NONE PC TO SUPPORT CHARITABLE OPERATIONS 5000 WISH COMMUNITY ASSOCIATION 6550 WEST 80TH STREET LOS ANGELES CA 90045 NONE PC TO SUPPORT CHARITABLE OPERATIONS 9000 WOMEN'S FUND OF SANTA BARBARA 15 EAST CARRILLO STREET SANTA BARBARA CA 93101 NONE PC TO SUPPORT CHARITABLE OPERATIONS 3000 WOOD RIVER ABILITY PROGRAM PO BOX 800 SUN VALLEY ID 83353 NONE PC TO SUPPORT CHARITABLE OPERATIONS 3000 YMCA OF GREATER LONG BEACH PO BOX 90995 LONG BEACH CA 90809 NONE PC TO SUPPORT CHARITABLE OPERATIONS 11050 440800 0 14 34169 14 138973 15 159327 18 50866 0 383335 0 383335 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 13200 10560 1716 REDONDO BEACH ELKS LODGE 315 ESPLANADE REDONDO BEACH CA 90277 2016-12-19 7500 TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT CARE AND SHARE. 7500 NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. ALTHOUGH NO INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS WAS REQUIRED UNDER REG. 53.4945-5(C), THE ORGANIZATION THROUGH ITS VICE PRESIDENT CONDUCTED VARIOUS SITE REVIEWS THROUGHOUT 2016 AND WILL CONTINUE TO DO SO IN 2017. THAT REVIEW DISCLOSED THAT THE GRANTEE HAD COMPLIED WITH THE TERMS OF THE GRANT. INVESTMENTS - CORPORATE BONDS 407508 407508 555672 555672 0 0 INVESTMENTS - EQUITIES FMV 5366731 5366731 LEGAL FEES 828 661 107 CHANGE IN BASIS FOR OIL GAS AND MINERAL INVESTMENTS 536816 DUES 75 0 0 MISCELLANEOUS 2115 0 2115 ROYALTY INCOME 159327 159327 CURRENT YEAR UNREALIZED GAIN 386225 GRANT RECOVERIES 1825 REAL ESTATE EXPENSE 16135 16135 0 INVESTMENT MANAGEMENT 42601 42601 0 CALIFORNIA FILING FEE 10 0 0