THE SEGERSTROM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE SEGERSTROM FOUNDATION (EIN 33-0269599)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-12
- IRS object ID
- 202612249349100701
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T02:45:46-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DR SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330269599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEGERSTROM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEGE | BusinessNameControlTxt |
| Phone | 7145460110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 FAIRVIEW ROAD | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENT TARAVELLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7145460110 | PhoneNum |
| Signature | 2026-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA KARANTONIS | PreparerPersonNm |
| PTIN | P00969387 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,792,904 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $477 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $477 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $343,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $343,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $631,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,194,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $631,538 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $975,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $975,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,636 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,318 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,459 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,982 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $672,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $672,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $766,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $682,059 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $208,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $924,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,391 | CashBOYAmt |
| Cash EOY | $41,632 | CashEOYAmt |
| Cash EOYFMV | $41,632 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $93,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,674 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,674 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,917,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,813,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,813,019 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $823,915 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $860,836 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $860,836 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $27,760 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,743 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,743 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,876,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,792,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,792,904 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,263 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $69,220 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $46,263 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $69,220 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,830,474 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,723,684 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,830,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,723,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,876,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,792,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,830,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $208,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,684,232 | OtherIncreasesAmt |
| Subtotal | $16,723,684 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,723,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,194,273 | GrossSalesPriceAmt |
| Cost Or Other Basis | $562,735 | CostOrOtherBasisAmt |
| Gain Or Loss | $631,538 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $631,538 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $631,538 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,649 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,649 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,803 | OverpaymentAmt |
| Applied To ES Tax | $18,803 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRENT TARAVELLA | IndividualWithBooksNm |
| Phone | 7145460110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 FAIRVIEW ROAD | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRENT TARAVELLA | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | PRESIDENT | 0.55 | $0 | $0 | $0 |
| NANCY WEST | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | VP-GRANTS | 0.55 | $0 | $0 | $0 |
| JOHN FIELDS | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | VP-TREASURER | 0.10 | $0 | $0 | $0 |
| MARY WESTBROOK | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | SECRETARY | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,801,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,743 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,835,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,835,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,598,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $779,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $779,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,846 | TotalTaxAmt |
| Distributable Before Adj | $767,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $767,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $767,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $682,059 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $682,059 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $767,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $16,362 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $33,306 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,119 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $682,059 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $682,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $84,996 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,996 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,123 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,123 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,123 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE SEGERSTROM FOUNDATION CO NANCY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 BRISTOL STREET | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7145460110 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION PREFERS TO RECEIVE A BRIEF LETTER OF INQUIRY THAT INCLUDES A MISSION STATEMENT OF DONEE ORGANIZATION, DESCRIPTION OF HOW REQUESTED GRANT WILL BE USED, AND COPY OF IRC SECTION 501(C)(3) DETERMINATION LETTER. IF THE REQUEST IS WITHIN THE FOUNDATION'S GRANT MAKING GUIDELINES A FORMAL SUBMITTAL WILL BE SOLICITED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROVIDES FINANCIAL SUPPORT PRIMARILY FOR PERFORMING AND CULTURAL ARTS ORGANIZATIONS LOCATED IN ORANGE COUNTY, CALIFORNIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | |||||||
| 2600 NUTWOOD AVE SUITE 580 | FULLERTON | CA | 92831 | NONE | PC | TO SUPPORT VARIOUS PROGRAMS | $20,000 |
| CHARITY GLOBAL INC | |||||||
| 230 FRANKLIN RD STE 11-CW | FRANKLIN | TN | 37064 | NONE | PC | TO SUPPORT VARIOUS PROGRAMS | $20,000 |
| FESTIVAL OF CHILDREN | |||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | NONE | PC | TO SUPPORT CURRENT PROGRAMS THAT ASSIST CHILDREN | $40,000 |
| LAGUNA ART MUSEUM | |||||||
| 307 CLIFF DRIVE | LAGUNA BEACH | CA | 92651 | NONE | PC | TO SUPPORT THE FREE CHILDREN'S ADMISSION PROGRAM | $30,000 |
| PACIFIC SYMPHONY | |||||||
| 17620 FITCH AVENUE SUITE 100 | IRVINE | CA | 92614 | NONE | PC | TO SUPPORT THE HEARTSTRINGS PROGRAM | $100,000 |
| PHILHARMONIC SOCIETY | |||||||
| 2082 BUSINESS CTR DRIVE 100 | IRVINE | CA | 92612 | NONE | PC | TO SUPPORT VIOLINS OF HOPE | $50,000 |
| SEGERSTROM CENTER FOR THE ARTS | |||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | PC | TO SUPPORT ENDOWMENT OF GREAT PERFORMANCES DANCE SERIES | $100,000 |
| SOUTH COAST REPERTORY | |||||||
| 655 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | PC | TO SUPPORT THE 2025 THEATER FOR YOUNG AUDIENCES SERIES | $125,000 |
| THE ALL AMERICAN BOYS CHORUS | |||||||
| PO BOX 1527 | COSTA MESA | CA | 92628 | NONE | PC | TO SUPPORT BUILDING NEW HEADQUARTERS | $10,000 |
| THE AMERICAN ORCHESTRA EUROPA FOUNDATION INC | |||||||
| 5064 SCHOLARSHIP | IRVINE | CA | 92612 | NONE | PC | TO SUPPORT CONCERT RECORDINGS | $10,000 |
| THE MUZEO FOUNDATION | |||||||
| 241 S ANAHEIM BLVD | ANAHEIM | CA | 92805 | NONE | PC | TO SUPPORT CURRENT PROGRAMS | $7,500 |
| THE WOODEN FLOOR | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | NONE | PC | TO SUPPORT THE SCHOOL MENTORING PROGRAM | $10,000 |
| TURNAROUND ARTS | |||||||
| 12541 BEATRICE ST | LOS ANGELES | CA | 90066 | NONE | PC | TO SUPPORT THE ARTS EDUCATION | $70,000 |
| UCI FOUNDATION | |||||||
| 100 THEORY 250 | IRVINE | CA | 92617 | NONE | PC | TO SUPPORT THE NEW SWAN SHAKESPEARE FESTIVAL | $20,000 |
| VANGUARD-SEGERSTROM CHARITABLE GIFT FUND | |||||||
| PO BOX 9509 | WARWICK | RI | 02889 | NONE | PC | TO SUPPORT VARIOUS PROGRAMS | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $672,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $477 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $343,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $631,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $975,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $975,453 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,636 | Amt |
| Net Investment Income | $6,318 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,459 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN (PIMCO FUND) | BondNm |
| EOY Book Value | $860,836 | EOYBookValueAmt |
| EOYFMV | $860,836 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $2,346,503 | $2,346,503 |
| DIAMOND HILL FDS | $3,020,305 | $3,020,305 |
| DOUBLE LINE TOTAL RETURN | $919,964 | $919,964 |
| EUROPACIFIC GROWTH FUND A | $2,402,357 | $2,402,357 |
| HOTCHKIS & WILEY HIGH YIELD | $262,069 | $262,069 |
| METROPOLITAN WEST FUNDS | $841,860 | $841,860 |
| NATIXIS VAUGHAN NEL S/C | $541,000 | $541,000 |
| PINNACLE FUND | $642,758 | $642,758 |
| VANGUARD RUSSELL 100 | $2,151,201 | $2,151,201 |
| ARISTOTLE FLOATING RATE INCOME | $256,160 | $256,160 |
| DODGE & COX INTERNATIONAL | $2,428,842 | $2,428,842 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST/DIV RECEIVABLE | $10,874 | $11,703 | $11,703 |
| DEFERRED TAX ASSET | $16,886 | $4,040 | $4,040 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $1,684,232 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPMORGAN CHASE BANK | $9,034 | $9,034 | $0 |
| INVESTMENT MANAGEMENT FEES | $35,948 | $35,948 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT AND DEFERRED INCOME TAX EXPENSE | CategoryTxt |
| Amt | $36,257 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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