GANAHI FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GANAHI FAMILY FOUNDATION (EIN 20-5924646)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-30
IRS object ID
202612119349100531
Schema version
2025v4.2
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)
Return2026-07-30T12:56:58-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205924646EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ganahl Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlGANABusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPeter GannahlPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-07-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,297,474FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$782,463ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,329InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,329InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$112,852DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,852DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,607NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$218,838GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$96,700CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$954,264TotalRevAndExpnssAmt
Total Net Invst Incm$216,894TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$78,494OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$78,494OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,200TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$37,127OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$37,127OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$120,821TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,494TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,127TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$357,006ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$357,006ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$477,827TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,494TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$394,133TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$476,437ExcessRevenueOverExpensesAmt
Net Investment Income$138,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$348,842SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$516,918SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$516,918SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,054,597CorporateStockBOYAmt
Corporate Stock EOY$4,362,958CorporateStockEOYAmt
Corporate Stock EOYFMV$8,780,556CorporateStockEOYFMVAmt
Total Assets BOY$4,403,439TotalAssetsBOYAmt
Total Assets EOY$4,879,876TotalAssetsEOYAmt
Total Assets EOYFMV$9,297,474TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,403,439RetainedEarningBOYAmt
Retained Earning EOY$4,879,876RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,403,439TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,879,876TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,403,439TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,879,876TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,403,439TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$476,437ExcessRevenueOverExpensesAmt
Subtotal$4,879,876SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,879,876TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$218,838GrossSalesPriceAmt
Cost Or Other Basis$122,138CostOrOtherBasisAmt
Gain Or Loss$96,700GainOrLossAmt
Gains Minus Excess Or Losses$96,700GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$96,700CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,924InvestmentIncomeExciseTaxAmt
Subtotal$1,924SubtotalAmt
Tax Based On Investment Income$1,924TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,276EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,276TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,352OverpaymentAmt
Applied To ES Tax$1,352AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ali Ganahl
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Barbara Ganahl
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Lisa Ganahl
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Mark Ganahl
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Pete Ganahl
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Peter J Ganahl
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Merrill LynchBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 Newport Center Dr 19th FlAddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment MgmtServiceTypeTxt
Compensation$78,494CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,838,212AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$218,768AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,056,980TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,056,980AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$120,855CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,936,125NetVlNoncharitableAssetsAmt
Minimum Investment Return$396,806MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$396,806MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,924TaxBasedOnInvestmentIncomeAmt
Total Tax$1,924TotalTaxAmt
Distributable Before Adj$394,882DistributableBeforeAdjAmt
Distributable Before Ded$394,882DistributableBeforeDedAmt
Distributable As Adjusted$394,882DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$394,133ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$394,133QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$394,882DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr5$83,541ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$57,934ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$141,475TotalExcessDistributionCyovAmt
Qualifying Distributions$394,133QualifyingDistributionsAmt
Applied To Current Year$394,133AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$749ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$749ExcessDistributionCyovAppCYAmt
Total Corpus$140,726TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$82,792ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$57,934ExcessDistriCyovToNextYrAmt
Excess From Year1$57,934ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBarbara GanahlContributingManagerNm
Contributing ManagerPeter J GanahlContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA YOUTH SHELTER
10911 REAGAN STLOS ALAMITOSCA90720N/APCGeneral & Unrestricted$3,000
CHARITY ON WHEELS INC
3152 E LA PALMA AVE STE EANAHEIMCA92806N/APCGeneral & Unrestricted$5,000
CHILDHELP INC
6730 N SCOTTSDALE RD STE 150PHOENIXAZ85253N/APCCharitable Event$5,000
FOOD FOR THE POOR INC
6401 LYONS RDCOCONUT CREEKFL33073N/APCGeneral & Unrestricted$5,000
GLOBAL OPERATIONS AND DEVELOPMENT
8332 COMMONWEALTH AVEBUENA PARKCA90621N/APCGeneral & Unrestricted$10,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242N/APCGeneral & Unrestricted$2,000
LINCOLN MEDIA FOUNDATION INC
2525 MAIN ST STE 100IRVINECA92614N/APCGeneral & Unrestricted$25,000
ORANGE COUNTY RESCUE MISSION INC
1 HOPE DRTUSTINCA92782N/APCGeneral & Unrestricted$1,000
OREGON STATE UNIVERSITY FOUNDATION
4238 SW RESEARCH WAYCORVALLISOR97333N/APCDean's Fund for Excellence & Innovation in the College of Forestry$10,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403N/APCGeneral & Unrestricted$40,000
ST CATHERINE'S MILITARY ACADEMY
215 N HARBOR BLVDANAHEIMCA92805N/APCMother Pia, Raymond Alcaide, and Nathan Pham scholarship fund$37,006
ST CATHERINE'S MILITARY ACADEMY
215 N HARBOR BLVDANAHEIMCA92805N/APCGeneral & Unrestricted$133,000
THE LINCOLN INSTITUTE
2525 MAIN ST STE 100IRVINECA92614N/APCGeneral & Unrestricted$25,000
THE RICHARD NIXON FOUNDATION
18001 YORBA LINDA BLVDYORBA LINDACA92886N/APCGeneral & Unrestricted$10,000
TURNING POINT USA INC
4940 EAST BEVERLY RDPHOENIXAZ85044N/APCGeneral & Unrestricted$45,000
UNION RESCUE MISSION
545 S SAN PEDRO STLOS ANGELESCA90013N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$357,006TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,329ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,852ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$51,607ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION LAWSUIT PROCEEDSDesc
Exclusion01ExclusionCd
Exclusion$13ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$171,801ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$171,801TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
John Ganahl
17231 E Lewis AvenueOrangeCA92869$249,463Yes (X)
Peter J Ganahl
23 Hermitage LaneNewport BeachCA92660$533,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyBROADCOM INC AVGO, 730 sh.NoncashPropertyDesc
Fair Market Value$249,463FairMarketValueAmt
Received2025-12-22ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE SYSTEMS, INC$10,489$10,850
ALPHABET INC CL C$106,517$473,838
AMAZON COM$281,616$592,284
AMETEK INC$21,966$38,598
APPLE INC$158,056$304,483
ARISTA NETWORKS$69,034$297,962
AUTOZONE INC$5,240$6,783
BLACKROCK GLOBAL ALLOC INSTL$287,840$301,480
BLACKROCK INC$80,938$125,230
BOEING CO$5,017$3,257
BOOKING HOLDINGS INC$25,024$96,396
BROADCOM INC$311,444$890,515
CADENCE DESIGN SYSTEMS INC$35,627$81,583
CINTAS CRP$28,689$50,403
COSTCO WHOLESALE CORPORATION$52,113$79,335
CROWDSTRIKE HOLDINGS, INC$27,473$55,782
DAVIS NEW YORK VENTURE INSTL C$570,629$543,804
EDWARDS LIFESCIENCES$32,919$55,327
FISERV, INC$4,987$2,149
FORTINET INC$11,434$11,435
FRANKLIN CUSTODIAN FDS INC ADV$276,336$293,564
GENERAL ELECTRIC CO$7,199$8,625
GOLDMAN SACHS GROUP$14,084$21,096
HOME DEPOT INC$73,410$108,736
INCOME FUND OF AMERICA FD CL F$568,571$675,710
INTUIT$20,780$33,121
INTUITIVE SURGICAL$94,164$314,330
JABIL CIRCUIT INC$7,330$8,437
JP MORGAN CHASE$8,633$11,600
LABCORP HLDGS INC (LABORATORY$3,444$3,512
LOCKHEED MARTIN CORP$13,880$19,830
MERCADOLIBRE, INC$27,586$58,414
META PLATFORMS INC$41,934$177,564
MICROSOFT CORP$34,547$74,961
NETFLIX INC$28,112$86,259
NVIDIA CORP$538,817$1,785,925
O'REILLY AUTOMOTIVE INC$41,459$171,019
ORACLE CORP$4,058$7,017
PALANTIR TECHNOLOGIES INC$13,325$53,147
PALO ALTO NETWORKS INC$88,934$301,351
QUANTA SVCS INC$6,270$6,331
REPUBLIC SVCS INC$17,680$20,557
SALESFORCE.COM$81,629$174,311
SERVICE NOW$38,909$61,276
SYNOPSYS, INC$18,478$27,244
TESLA MOTORS INC$18,505$26,983
TRANE TECHNOLOGIES PLC$14,944$18,682
UBER$1,554$1,389
VEEVA SYSTEMS INC$14,017$25,895
VERTIV CL A$6,318$6,318
VISA INC$77,106$134,673
WAL-MART STORES INC$8,893$13,481
WESTINGHOUSE AIR BRAKE TECHNOL$7,111$7,684
WORKDAY INC$4,971$4,725
ZSCALER INC$12,918$15,295

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$37,102$37,102
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescClass Action Lawsuit ProceedsDesc
Revenue And Expenses Per Books$13RevenueAndExpensesPerBooksAmt
Net Investment Income$13NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$78,494Amt
Net Investment Income$78,494NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$3,200
990-PF Extension for 2024$2,000

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