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STANLEY E HANSON FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STANLEY E HANSON FOUNDATION (EIN 27-1104044)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202513149349102941
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T18:49:35-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118500 VON KARMAN AVE 10TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271104044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STANLEY E HANSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTANBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ANONYMOUS LLC 23091 MILL CREEK DRAddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92653ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES KILKOWSKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN YACKERPreparerPersonNm
PTINP00401346PTIN
Phone9492222999PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,838,975FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,543,096DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,540,511DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,965,762NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,258,533GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,965,762CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$92,141OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$92,141OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,600,999TotalRevAndExpnssAmt
Total Net Invst Incm$3,598,414TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$252,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$252,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,488LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$744LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$744LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$41,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$20,775AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,775AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$627,031OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$507,031OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$120,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$58,523TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,327TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$4,655TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$58,017OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$379OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$57,638OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,038,609TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$533,256TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$455,812TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,022,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,022,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,061,409TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$533,256TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,478,612TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$460,410ExcessRevenueOverExpensesAmt
Net Investment Income$3,065,158NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$193,666CashBOYAmt
Cash EOY$270,390CashEOYAmt
Cash EOYFMV$270,390CashEOYFMVAmt
Sav And Temp Cash Invst BOY$575,061SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,390,220SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,390,220SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$800,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$721,995OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$800,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$800,000OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$65,212USGovernmentObligationsBOYAmt
US Government Obligations EOY$66,011USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$66,011USGovtObligationsEOYFMVAmt
Corporate Stock BOY$22,268,041CorporateStockBOYAmt
Corporate Stock EOY$20,333,843CorporateStockEOYAmt
Corporate Stock EOYFMV$20,333,843CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,951,078CorporateBondsBOYAmt
Corporate Bonds EOY$1,908,502CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,908,502CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$342,231InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$342,231LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$342,231LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,200,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$12,311,149OtherInvestmentsBOYAmt
Other Investments EOY$12,678,993OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,678,993OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$191,016OtherAssetsEOYAmt
Other Assets EOYFMV$191,016OtherAssetsEOYFMVAmt
Total Assets BOY$38,428,433TotalAssetsBOYAmt
Total Assets EOY$37,981,206TotalAssetsEOYAmt
Total Assets EOYFMV$38,838,975TotalAssetsEOYFMVAmt
Accounts Payable EOY$36,078AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,078TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$38,428,433RetainedEarningBOYAmt
Retained Earning EOY$37,945,128RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$38,428,433TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,945,128TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,428,433TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,981,206TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,428,433TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$460,410ExcessRevenueOverExpensesAmt
Other Increases$279,597OtherIncreasesAmt
Subtotal$38,247,620SubtotalAmt
Other Decreases$302,492OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,945,128TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$12,258,533GrossSalesPriceAmt
Cost Or Other Basis$10,292,771CostOrOtherBasisAmt
Gain Or Loss$1,965,762GainOrLossAmt
Gains Minus Excess Or Losses$1,965,762GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,965,762CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42,606InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$42,606SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$42,606TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,280EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$30,280TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$12,326TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ANONYMOUS LLC 23091 MILL CREEK DRAddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92653ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES KILKOWSKI
ANONYMOUS LLC 23091 MILL CREEK DRLAGUNA HILLSCA92653PRESIDENT10.00$180,000$0$0
CHRIS JONES
ANONYMOUS LLC 23091 MILL CREEK DRLAGUNA HILLSCA92653BOARD MEMBER5.00$72,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PROVENIO CAPITAL MGMT LLC
4400 MACARTHUR BLVD STE 300NEWPORT BEACHCA92660INVESTMENT MANAGEMENT$134,810
ANONYMOUS PHILANTHROPY
436 MAIN STREET SUITE 200FRANKLINTN37064CONSULTING$120,000
WALTERS BAILEY ASSOCIATES
470 NORRISTOWN ROAD SUITE 101BLUE BELLPA19422INVESTMENT MANAGEMENT$112,097
MGO WEALTH ADVISORS LLC
111 PACIFICA STE 300IRVINECA92618INVESTMENT MANAGEMENT$73,679
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,081,571AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,115,365AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,200,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,396,936TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$38,396,936AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$575,954CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,820,982NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,891,049MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,891,049MinimumInvestmentReturnAmt
Tax Based On Investment Income$42,606TaxBasedOnInvestmentIncomeAmt
Total Tax$42,606TotalTaxAmt
Distributable Before Adj$1,848,443DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,848,443DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,848,443DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,478,612ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,478,612QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,848,443DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$948,172ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,544,007ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,020,908ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$828,004ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$481,865ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,822,956TotalExcessDistributionCyovAmt
Qualifying Distributions$3,478,612QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,848,443AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,630,169RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,453,125TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$948,172ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,504,953ExcessDistriCyovToNextYrAmt
Excess From Year4$1,544,007ExcessFromYear4Amt
Excess From Year3$1,020,908ExcessFromYear3Amt
Excess From Year2$828,004ExcessFromYear2Amt
Excess From Year1$481,865ExcessFromYear1Amt
Excess From Current Year$1,630,169ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCGENERAL SUPPORT$5,000
ATLAS FREE
PO BOX 77KIRKLANDWA98083NONEPCGENERAL SUPPORT$35,000
BRAVE TRAILS
PO BOX 691300LOS ANGELESCA90069NONEPCGENERAL SUPPORT$2,500
CALIFORNIA INCLUSIVE SAILING
125 VIA WAZIERSNEWPORT BEACHCA92663NONEPCGENERAL SUPPORT$2,500
CANYON HILLS SOCCER ASSOCIATION
677 S SCOUT TRAILANAHEIMCA92807NONEPCGENERAL SUPPORT$5,800
CHARITIES AID FOUNDATION OF AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRAIVA22314NONEPCGENERAL SUPPORT$50,000
CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027NONEPCGENERAL SUPPORT$100,000
CURE SMA
925 BUSSE ROADELK GROVE VILLAGEIL60007NONEPCGENERAL SUPPORT$2,500
CYSTIC FIBROSIS FOUNDATION
3 CORPORATE PARK SUITE 260IRVINECA92606NONEPCGENERAL SUPPORT$10,000
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030 ATTN DONOR SERVICESHAGERSTOWNMD21741NONEPCGENERAL SUPPORT$5,000
DREAMCATCHER WILD HORSE AND BURRO
PO BOX 9RAVENDALECA96123NONEPCGENERAL SUPPORT$12,000
EAGLE ALDER
1256 LEWISBURG PIKEFRANKLINTN37064NONEPCGENERAL SUPPORT$60,000
EARLY ALERT CANINES
1641 CHALLENGE DR SUITE 300CONCORDCA94520NONEPCGENERAL SUPPORT$25,000
EMERIL LAGASSE FOUNDATION
3801 CANAL ST STE 300NEW ORLEANSLA701196082NONEPCGENERAL SUPPORT$50,000
EQUALITY CALIFORNIA INSTITUTE
1150 S OLIVE STREET 10TH FLOORLOS ANGELESCA90015NONEPCGENERAL SUPPORT$2,500
EVERFREE
308 W CHAPMAN 40ORANGECA92856NONEPCGENERAL SUPPORT$50,000
FREEDOM ALLIANCE
25 W PICCADILLY STREETWINCHESTERVA22601NONEPCGENERAL SUPPORT$150,000
FRIENDSHIP SHELTER INC
PO BOX 4252LAGUNA BEACHCA92652NONEPCGENERAL SUPPORT$2,500
FULFILLMENT FUND
1150 S OLIVE STREET SUITE 2050LOS ANGELESCA90015NONEPCGENERAL SUPPORT$25,000
FUZZY PED FOUNDATION - TFPF
2632 WILSHIRE BLVD STE 260SANTA MONICACA90403NONEPCGENERAL SUPPORT$2,500
GAY & LESBIAN COMMUNITY SERVICES CENTER OF ORANGE COUNTY
1605 N SPURGEON STREET ATTNSANTA ANACA92701NONEPCGENERAL SUPPORT$2,500DEVELOPMENT
GLAAD INC
1801 W OLYMPIC BLVD FILE 2334PASADENACA911992334NONEPCGENERAL SUPPORT$2,500
GLSEN INC
244 MADISON AVE 108NEW YORKNY10016NONEPCGENERAL SUPPORT$5,000
GOOD CEMETERIAN HISTORICAL PRESERVATION PROJECT
22811 RICHARDSON LNLAND O LAKESFL34639NONEPCGENERAL SUPPORT$25,000
IMPACT YOUTH OUTREACH INC
968 MADISON SQUAREMADISONTN37115NONEPCGENERAL SUPPORT$35,000
JESSIE REES FOUNDATION
9 STUDEBAKERIRVINECA92618NONEPCGENERAL SUPPORT$35,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC
PO BOX 7410167CHICAGOIL60674NONEPCGENERAL SUPPORT$2,500
LOVE ONE INTERNATIONAL
1749 MALLORY LANE SUITE 102BRENTWOODTN37027NONEPCGENERAL SUPPORT$30,000
MARY'S KITCHEN
790 E DEBRA LANEANAHEIMCA92805NONEPCGENERAL SUPPORT$2,500
NASHVILLE WINE AUCTION
2416 21ST AVENUE SOUTH SUITE 101NASHVILLETN37212NONEPCGENERAL SUPPORT$50,000
NO KID HUNGRY BY SHARE OUR STRENGTH
PO BOX 715475PHILADELPHIAPA191715475NONEPCGENERAL SUPPORT$50,000
ONE STEP CLOSER THERAPEUTIC RIDING
15770 FOOTHILL AVEMORGAN HILLCA95037NONEPCGENERAL SUPPORT$10,000
OPERATION SAFE HOUSE INC
9685 HAYES STRIVERSIDECA92503NONEPCGENERAL SUPPORT$2,500
ORANGEWOOD FOUNDATION
1575 E 17TH STREETSANTA ANACA92705NONEPCGENERAL SUPPORT$100,000
PACIFIC MARINE MAMMAL CENTER
20612 LAGUNA CANYON RDLAGUNA BEACHCA926511137NONEPCGENERAL SUPPORT$20,000
PARTNERS FOR PEDIATRIC VISION
6285 E SPRING STREET 370LONG BEACHCA90808NONEPCGENERAL SUPPORT$40,000
PARTY PEPPER UPPERS INC
3315 4TH AVECORONA DEL MARCA92625NONEPCGENERAL SUPPORT$5,000
PFLAG NATIONAL
1625 K STREET NORTHWESTWASHINGTONDC20006NONEPCGENERAL SUPPORT$7,500
PHILANTHROPIC IMPACT FOUNDATION
118 16TH AVE S STE 4 226NASHVILLETN372033763NONEPCGENERAL SUPPORT$1,400,000
POINT FOUNDATION
PO BOX 60108LOS ANGELESCA90060NONEPCGENERAL SUPPORT$5,000
PROJECT GIVING LIGHT
220 NEWPORT CENTER DR 11 SUITE 346NEWPORT BEACHCA92660NONEPCGENERAL SUPPORT$2,500
PROJECT HOPE ALLIANCE
1954 PLACENTIA AVENUE SUITE 202COSTA MESACA92627NONEPCGENERAL SUPPORT$2,500
SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAGE
PO BOX 22876NEW YORKNY100872876NONEPCGENERAL SUPPORT$5,000
SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC
PO BOX 13997PALM DESERTCA92255NONEPCGENERAL SUPPORT$2,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
1 MUSIC CIRCLE SOUTH SUITE 230NASHVILLETN37203NONEPCGENERAL SUPPORT$65,000
SURVIVOR MITZVAH PROJECT
2658 GRIFFITH PARK BL SUITE 299LOS ANGELESCA90039NONEPCGENERAL SUPPORT$30,000
TJ MARTELL FOUNDATION
2817 WEST END AVE STE 126 206NASHVILLETN37203NONEPCGENERAL SUPPORT$25,000
THE ECOLOGY CENTER
32701 ALIPAZ STREETSAN JUAN CAPISTRANOCA92675NONEPCGENERAL SUPPORT$25,000
THE MAPLE COUNSELING CENTER
1945 S LA CIENEGA BLVDLOS ANGELESCA90034NONEPCGENERAL SUPPORT$25,000
THE RED ROAD INC
725 COOL SPRINGS BLVD SUITE 370FRANKLINTN37067NONEPCGENERAL SUPPORT$25,000
THORN
222 PACIFIC COAST HIGHWAY 10THEL SEGUNDOCA90245NONEPCGENERAL SUPPORT$100,000FLOOR
THRIVE SCHOLARS
606 S OLIVE ST SUITE 12150LOS ANGELESCA90014NONEPCGENERAL SUPPORT$30,000
TIAS ARMS
3 WILD GOOSE CTNEWPORT BEACHCA92663NONEPCGENERAL SUPPORT$5,000
TODD ANGLIN HOME FOR CHILDREN
PO BOX 1551GARDEN GROVECA92842NONEPCGENERAL SUPPORT$15,000
UNCONDITIONAL RESCUE
PO BOX 483LAGUNA BEACHCA92652NONEPCGENERAL SUPPORT$2,500
UNITED WAY OF GREATER LOS ANGELES
1150 S OLIVE STREET SUITE T500LOS ANGELESCA90015NONEPCGENERAL SUPPORT$2,500
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
850 HEALTH SCIENCES DRIVEIRVINECA92617NONEPCGENERAL SUPPORT$2,500
VIETNAM VETERANS OF SAN DIEGO DBA VETERANS VILLAGE OF SAN DIEGO
4141 PACIFIC HIGHWAYSAN DIEGOCA92110NONEPCGENERAL SUPPORT$50,000
WATER BUFFALO CLUB INC
PO BOX 35463LOS ANGELESCA90035NONEPCGENERAL SUPPORT$30,000
WORLD CENTRAL KITCHEN INCORPORATED
PO BOX 96538WASHINGTONDC20090NONEPCGENERAL SUPPORT$100,000
YOUTH VILLAGES FOUNDATION INC
3320 BROTHER BLVDMEMPHISTN38133NONEPCGENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,022,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,543,096ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,965,762ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP INCOME01$80,836
SETTLEMENT INCOME01$1,064
ROYALTIES15$10,241

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,600,999ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,600,999TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$41,550Amt
Net Investment Income$20,775NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,775DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,908,502EOYBookValueAmt
EOYFMV$1,908,502EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$20,333,843EOYBookValueAmt
EOYFMV$20,333,843EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$66,011USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$66,011USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS - OTHERFMV$12,216,461$12,216,461
ESTATE WHOLE LIFE - NW MUTUALFMV$462,532$462,532

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,488LegalFeesAmt
Net Investment Income$744NetInvestmentIncomeAmt
Disbursements Charitable Prps$744DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
EOY Book Value$191,016EOYBookValueAmt
EOYFMV$191,016EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$302,492Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$379$379$0
INSURANCE$5,499$0$5,499
FEES$422$0$422
DUES & SUBSCRIPTIONS$51,717$0$51,717

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME$80,836$80,836$80,836
SETTLEMENT INCOME$1,064$1,064$1,064
ROYALTIES$10,241$10,241$10,241

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$279,597Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$120,000$0$120,000
INVESTMENT MANAGEMENT FEES$507,031$507,031$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$4,327$4,327$0
FEDERAL EXCISE TAX$49,541$0$0
PROPERTY TAXES$4,655$0$4,655

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