2026-04-24T15:42:29-05:00 2025-12-31 954885412 EUGENE LEWIS & ASSOCIATES 44 E FOOTHILL BLVD 100 ARCADIA CA 91006 990PF 2025-01-01 300100019 THE CAROL AND JAMES COLLINS FOUNDATION CARO 3106450113 2444 WILSHIRE BOULEVARD 406 SANTA MONICA CA 90403 CATHLEEN C HESSION PRESIDENT 3106450113 2026-04-24 1 WADE E STEVENS P01750790 6264629280 2025 2025-03-06 01:10:19Z X X 31212609 X X 353 353 655400 655400 1297129 6442614 1297129 15 15 0 1952897 1952897 0 60008 6001 0 54007 30498 3050 0 27448 1488 372 0 1116 47260 11815 0 35445 63345 63345 0 0 7565 843 0 6722 2981 0 0 2981 22653 3446 0 19207 235798 88872 0 146926 2006060 2006060 2241858 88872 0 2152986 -288961 1864025 0 681182 732726 732726 17626207 18692743 18692743 11420593 11746748 11746748 14977 40392 40392 29742959 31212609 31212609 15000 0 15000 X 30514549 32258160 0 0 -771590 -1060551 29742959 31197609 29742959 31212609 29742959 -288961 1777445 31231443 33834 31197609 CAPITAL GAIN DISTRIBUTIONS - CHARLES SCHWAB P 2024-12-31 2025-12-31 248669 248669 248669 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB P 2024-12-31 2025-12-31 4397977 3567437 830540 830540 PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X4002 P 2024-12-31 2025-12-31 563488 352385 211103 211103 PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X5009) P 2024-12-31 2025-12-31 831325 884873 -53548 -53548 PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X1007) P 2024-12-31 2025-12-31 251923 248263 3660 3660 PUBLICLY TRADED SECURITIES - JP MORGAN (A/C X1007) P 2024-12-31 2025-12-31 149232 92527 56705 56705 1297129 25910 0 25910 0 25910 40051 0 0 0 40051 X 0 14141 14141 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CAROL JAMES COLLINS FOUNDATION 3106450113 2444 WILSHIRE BLVD 406 SANTA MONICA CA 90403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHLEEN C HESSION 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 PRES, SEC, TREAS 40.00 60008 0 981 KELLY L COLLINS 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 500 MELISSA COLLINS GUDIM 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 500 MELANIE BUSWELL 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 500 ALEXANDER GUDIM 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 0 TREVOR GUDIM 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 500 NATALIE HESSION 11911 SAN VICENTE BLVD 320 LOS ANGELES CA 90049 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 29831101 517914 38371 30387386 0 0 30387386 455811 29931575 1496579 1496579 25910 25910 1470669 0 1470669 0 1470669 2152986 0 2152986 1470669 0 0 16815 147674 109102 138362 234885 646838 2152986 0 0 0 1470669 682317 0 0 1329155 0 0 0 0 0 0 16815 1312340 147674 109102 138362 234885 682317 CATHLEEN C HESSION X 826LA 1714 W Sunset Blvd Los Angeles CA 90026 N/A PC General operating support 40000 A Place Called Home 2830 South Central Ave Los Angeles CA 90011 N/A PC General operating support 40000 Alliance College-Ready Public Schools PO Box 86609 Los Angeles CA 90086 N/A PC General operating support 45000 Angel City Chorale PO Box 642118 Los Angeles CA 90064 N/A PC General operating support 2000 Boys & Girls Club of the LA Harbor 1200 S Cabrillo Ave San Pedro CA 90731 N/A PC General operating support 41000 Boys & Girls Club of W San Gabriel Valley and Eastside 328 South Ramona Avenue Monterey Park CA 91754 N/A PC To support Power Hour 30000 Boys & Girls Clubs of Metro Los Angeles 5029 Vermont Avenue Los Angeles CA 90037 N/A PC General operating support 185000 California Restaurant Association Educational Foundation 621 Capitol Mall Suite 2000 Sacramento CA 95814 N/A PC To support ProStart Program at High Schools 15000 California YMCA Youth & Government 4301 W 3rd Street Los Angeles CA 90020 N/A PC General operating support, matching 1000 Challenged Athletes Foundation 9591 Waples St San Diego CA 92121 N/A PC General operating support 10000 Collins & Katz Family YMCA 1466 South Westgate Avenue Los Angeles CA 90025 N/A PC General Operating Support 162000 Communities in Schools of Los Angeles 7381 La Tijera Blvd Suite 451545 Los Angeles CA 90045 N/A PC General Operating Support 40000 Crystal Cove Conservancy 5 Crystal Cove Newport Coast CA 92657 N/A PC General Operating Support 3000 Da Vinci Schools 201 N Douglas St El Segundo CA 90245 N/A PC To support LifeLaunch Project 35000 Decorative Arts Society 300 Newport Center Drive Newport Beach CA 92660 N/A PC General Operating Support 3000 Discovery Cube Los Angeles 11800 Foothill Boulevard Sylmar CA 91342 N/A PC General Operating Support 50000 Educators for Excellence-Los Angeles 80 Pine Street 28th Floor New York NY 10005 N/A PC General Operating Support 35000 First Graduate 594 Howard Street San Francisco CA 94105 N/A PC General Operating Support 45500 Fringe Benefits 2669 1/4 Waverly Drive Los Angeles CA 90039 N/A PC General operating support 15000 Get Lit-Words Ignite Inc 672 S La Fayette Park Place 10 Los Angeles CA 90057 N/A PC General operating support 40000 Homeboy Industries 130 W Bruno Street Los Angeles CA 90012 N/A PC To support Youth Re-entry Programs 35000 LA County Department of Arts and Culture PO Box 86001 Los Angeles CA 90086 N/A PC General operating support 35000 LA Promise Fund 1933 S Broadway Street Suite 1108 Los Angeles CA 90007 N/A PC Support culinary arts program 42500 Mar Vista Family Center 5075 South Slauson Avenue Culver City CA 90230 N/A PC Support By Youth For Youth program 30000 Marlborough School 250 South Rossmore Ave Los Angeles CA 90004 N/A PC General operating support 4000 Minds Matter of Los Angeles Inc 19360 Rinaldi Street Suite 715 Los Angeles CA 90004 N/A PC General operating support 15000 Mount St Mary's University 10 Chester Place Los Angeles CA 90007 N/A PC Support Community Amassador Program 15000 New Earth Organization 12100 W Washington Blvd Los Angeles CA 90066 N/A PC General operating support 30000 One Voice 1228 15th Street Suite C Santa Monica CA 90404 N/A PC To support College Scholars program 25000 PF Bresee Foundation 184 S Bimini Place Los Angeles CA 90004 N/A PC General operating support 30000 PS Arts 2121 Temple Street Los Angeles CA 90026 N/A PC General operating support 40000 Para Los Ninos 5000 Hollywood Boulevard Los Angeles CA 90027 N/A PC General operating support 57500 Peer Health Exchange 1423 Broadway 1059 Oakland CA 94612 N/A PC To support PHE LA 30000 Ready to Succeed 1514 17th Street Santa Monica CA 90404 N/A PC General operating support 50000 Southern California Grantmakers 1000 North Alameda Street Suite 230 Los Angeles CA 90012 N/A PC General operating support, center for strategic partnership 25000 Spirit Series Inc 605 San Vicente Blvd Suite 310 Santa Monica CA 90402 N/A PC To support So Cal School Scholarship Fund 38060 Student Health Services Fund dba The LA trust for Children's Health 333 S Beaudry Avenue 29th Floor Los Angeles CA 90017 N/A PC General operating support 42000 Students Run America dba Students Run LA 5252 Crebs Avenue Tarzana CA 91356 N/A PC General operating support 40000 The M3nd Project 350 Forest Avenue 488 Laguna Beach CA 92651 N/A PC General operating support 30000 The SEED School of LA County 1990 South Bundy Drive Suite 340 Los Angeles CA 90025 N/A PC General operating support 35000 The Unusual Suspects Theatre Company 300 S Raymond Avenue Suite 9 Pasadena CA 91105 N/A PC General operating support 35000 United Friends of the Children 1055 Wilshire Blvd 1550 Los Angeles CA 90017 N/A PC General operating support 40000 Young Storytellers Foundation 923 E 3rd St 307 Los Angeles CA 90013 N/A PC General operating support 25000 A Window Between Worlds 1210 Fernside Dr La Canada CA 90291 N/A PC General operating support 40000 Bob Baker Marionette Theater 4949 York Blvd Los Angeles CA 90042 N/A PC General operating support 40000 Boys & Girls Club of Northwest San Diego 533 Lomas Santa Fe Dr Solana Beach CA 92075 N/A PC General operating support 8000 Coalition For Humane Immigrants Rights 2533 West 3rd St 101 Los Angeles CA 90057 N/A PC General Operating Support 2500 Coro Southern California 1000 North Alameda Street 240 Los Angeles CA 90012 N/A PC General Operating Support 5000 Heart of Los Angeles Youth 2701 Wilshire Blvd Suite 100 Los Angeles CA 90057 N/A PC General operating support 50000 Immigrant Defenders Law Center 634 Spring St Los Angeles CA 90014 N/A PC General operating support 2500 Inner City Youth Orchestra of LA 6820 La Tijera Blvd Suite 108 Los Angeles CA 90045 N/A PC General operating support 30000 LA Pship for Early Childhood Investment 2355 Westwood Blvd 114 Los Angeles CA 90064 N/A PC General operating support 20000 National Center For Family Philanthropy 1101 Connecticut Ave NW Suite 220 Washington DC 20036 N/A PC General operating support 1000 New Village Charter School Inc 147 N Occidental Blvd Los Angeles CA 90026 N/A PC General operating support 30000 Our Children LA 2219 Main Street Unit 468 Santa Monica CA 90272 N/A PC General operating support 18000 Sherman Gardens 2647 E Coast Hwy Corona del Mar CA 92625 N/A PC General operating support 2500 The 30 Birds Foundation c/o Justin Hefter 2000 Broadway Street 903 San Francisco CA 94115 N/A PC General operating support 42500 The Change Reaction 15301 Ventura Blvd Ste B570 Sherman Oaks CA 91403 N/A PC General operating support 50000 The Westminster Community Playhouse 7272 Maple St Westminster CA 92683 N/A PC General operating support 5000 Two Bit Circus Foundation 634 Mateo St Los Angeles CA 90021 N/A PC General operating support 22500 Vision to Learn 12100 Wilshire Blvd Suite 1275 Los Angeles CA 90049 N/A PC General operating support 20000 Los Angeles Youth Network 1857 Taft Avenue Hollywood CA 90028 N/A PC General operating support 30000 2006060 0 14 353 14 655400 14 15 18 1297129 0 1952897 0 1952897 0 0 0 0 0 0 0 0 0 0 EUGENE LEWIS AND ASSOCIATES 47260 11815 0 35445 Payden Strategic Income Fund 895502 895502 Payden Core Bond Fund 5931119 5931119 JP Morgan Fixed Income 2254854 2254854 IShares 10-20 Year Treasuries 993828 993828 IShares 1-5 Year Corp Bonds 673170 673170 Invesco NASDAQ 100 998275 998275 Payden Value Leaders Fund 4883665 4883665 Schwab S&P 500 Index Fund 3672765 3672765 IShares S&P 500 Growth 3997953 3997953 JP Morgan Equities 6138360 6138360 LISA PIERSON WEINBERGER, PC 1488 372 0 1116 PREPAID EXCISE TAXES 14977 40051 40051 PAYROLL TAXES 0 341 341 EXCISE TAXES 33654 NONDEDUCTIBLE PENALTY - 2024 180 FILING FEES 908 0 0 908 PAYROLL PROCESSING 2568 257 0 2311 OFFICE EXPENSES 12936 68 0 12868 INSURANCE EXPENSE 2250 1125 0 1125 DUES AND SUBSCRIPTIONS 3941 1971 0 1970 BANK FEES 50 25 0 25 JP MORGAN X0969 15 15 UNREALIZED GAINS 1777348 PRIOR PERIOD ADJ 97 J.P. MORGAN 41715 41715 0 0 SCHWAB 21630 21630 0 0 PAYROLL TAXES 7469 747 0 6722 FOREIGN TAXES 96 96 0 0