2026-09-04T11:07:51-05:00 2025-12-31 203250475 ESMOND & ASSOCIATES INC 23901 CALABASAS RD SUITE 1010 CALABASAS CA 91302 990PF 2025-01-01 954332470 THE EDWIN W PAULEY FOUNDATION EDWI 3105570008 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 STEPHEN M PAULEY MD PRESIDENT 3105570008 2026-07-06 1 LYNNE LEAVITT CPA P00146565 8186102900 2026-07-07 2025 X 1633054 X X 1297 1297 48731 48731 128043 711576 128043 23493 23493 201564 201564 38400 19200 19200 5760 2880 2880 20693 20693 0 7 7 0 4872 1094 3778 5100 2550 2550 4224 2112 2112 4564 2282 2282 83620 50818 32802 181500 181500 265120 50818 214302 -63556 150746 44993 47599 47599 14732 22205 22205 727621 783406 1056473 680301 490962 506777 1467647 1344172 1633054 182000 102000 309249 329330 491249 431330 X 0 0 19778144 19778144 -18801746 -18865302 976398 912842 1467647 1344172 976398 -63556 0 912842 0 912842 WELLS FARGO CLEARING SERVICES LLC A/C 0565 P 2015-03-05 2025-12-31 282447 276025 6422 6422 WELLS FARGO CLEARING SERVICES LLC A/C 1664 P 2024-10-31 2025-11-03 17680 21214 -3534 -3534 WELLS FARGO CLEARING SERVICES LLC A/C 1664 P 2015-03-15 2025-12-31 49916 37329 12587 12587 BWX TECHNOLOGIES CO P 2011-06-07 2025-08-11 1419 161 1258 1258 WELLS FARGO CLEARING SERVICES LLC A/C 5016 P 40283 41774 -1491 -1491 WELLS FARGO CLEARING SERVICES LLC A/C 5016 P 2019-04-22 2025-12-31 80607 54873 25734 25734 WELLS FARGO CLEARING SERVICES LLC A/C 8861 P 77890 71605 6285 6285 WELLS FARGO CLEARING SERVICES LLC A/C 8861 P 146938 80552 66386 66386 CAPITAL GAINS DIVIDENDS P 14396 14396 14396 128043 2095 0 2095 0 2095 2480 0 0 0 2480 0 385 385 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A THE FOUNDATION 3105570008 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN M PAULEY 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 PRESIDENT/CHAIRMAN 2.00 12000 0 0 KEVIN PAULEY HILLYER 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 VICE PRESIDENT 2.00 12000 0 0 MATTHEW V PAULEY 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 TREASURER 2.00 12000 0 0 TANYA HENDRIX 23901 CALABASAS ROAD 1010 CALABASAS CA 913023308 SECRETARY 2.00 2400 0 0 NONE 0 NONE 0 0 1623604 45142 0 1668746 0 0 1668746 25031 1643715 82186 82186 2095 2095 80091 0 80091 0 80091 214302 0 214302 80091 0 0 2385 44998 61302 108685 214302 0 0 0 80091 134211 0 0 242896 0 0 0 0 0 0 0 242896 2385 44998 61302 134211 STEPHEN M PAULEY MD 23901 CALABASAS ROAD STE 1010 CALABASAS CA 913023308 3239543131 WRITTEN REQUESTS INCLUDING DESCRIPTION OF ORGANIZATION, TAX IDENTIFICATION NUMBER, AND WHETHER THE ORGANIZATION IS TAX EXEMPT OR NON EXEMPT NONE GIFTS ARE PRIMARILY FOR EDUCATIONAL PURPOSES CHATHAM BAROQUETHE ICE HOUSE 100 FORTY-THIRD ST PITTSBURGH PA 15201 NONE PC MUSIC PROGRAMS 50000 DAWG SQUAD 11209 NATIONAL BLVD 246 LOS ANGELES CA 90064 NONE PC PROGRAM SERVICES 5000 HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 022419209 NONE PC ATHLETIC PROGRAM 15000 IDAHO DARK SKY ALLIANCE PO BOX 4903 KETCHUM ID 83340 NONE PC ENVIRONMENTAL PROGRAMS 35500 LAS MADRINAS DEPARTMENT 6778 LOS ANGELES CA 900846778 NONE PC MEDICAL PROGRAMS AT CHILDRENS HOSPITAL 15000 PALISADES CHARTER HIGH SCHOOL 15777 BOWDOIN STREET PACIFIC PALISADES CA 90272 NONE PC SECONDARY EDUCATION PROGRAMS 11000 PALISADES HIGH SCHOOL BOOSTER CLUB PO BOX 223 PACIFIC PALISADES CA 90272 NONE PC PROGRAM SERVICES 7500 VANDERBILT UNIVERSITY 2301 VANDERBUILG PLACE NASHVILLE TN 372407727 NONE PC EDUCATION PROGRAMS 25000 SUN VALLEYSUMMER PROGRAM PO BOX 1914 SUN VALLEY ID 83353 NONE PC PROGRAM SERVICES 12500 WINDWARD SCHOOL 11350 PALMS BLVD LOS ANGELES CA 90066 NONE PC EDUCATION PROGRAMS 5000 181500 0 14 1297 14 48731 14 23493 18 128043 0 201564 0 201564 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5760 2880 2880 CORPORATE STOCK 783406 1056473 MINERAL RIGHTS AT COST 4782 4782 OPEN END MONEY FUNDS AT COST 486180 501995 INSURANCE 1727 863 864 OFFICE EXPENSES 2626 1313 1313 OTHER INVESTMENT EXPENSES 1 1 0 COMPUTER EXPENSE 210 105 105 B.C. & R. LTD PARTNERSHIP INCOME 21422 21422 21422 B.C. & R. LTD PARTNERSHIP ND EXP 22034 22034 22034 MOKU O LO'E BOOK - ROYALTIES 88 88 88 OTHER INVESTMENT INCOME 1371 1371 1371 BC&R PARTNERSHIP (NEGATIVE CAPITAL) 309249 329330 INVESTMENT MANAGEMENT FEES 20693 20693 0 FOREIGN TAXES 1055 1055 0 FEDERAL TAXES 3703 0 3703 ATTORNEY GENERAL 75 0 75 STATE TAXES 39 39 0