STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

FAMILY OFFICE FOUNDATION INCORPORATED: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FAMILY OFFICE FOUNDATION INCORPORATED (EIN 47-2788229)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202413209349314351
Schema version
2023v5.1
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)
Return2024-11-15T13:00:53-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680300457PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MACIAS GINI & O'CONNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 PACIFICA SUITE 300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472788229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAMILY OFFICE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAMIBusinessNameControlTxt
Phone9495104850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 TOWN CENTER DRIVE 890AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIM VOORHEESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9495104850PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADFORD HALLPreparerPersonNm
PTINP00175123PTIN
Phone9499104255PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTIM VOORHEESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 TOWN CENTER DRIVE SUITE 890AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,348GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.FAMILYOFFICEFOUNDATION.COM/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionFINANCIAL ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS DESCRIBED IN IRC 501(C)(3).ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$69NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$15,165PYInvestmentIncomeAmt
CY Investment Income$1,348CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,165PYTotalRevenueAmt
CY Total Revenue$1,348CYTotalRevenueAmt
PY Grants And Similar Paid$2,514,127PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,944,768CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$83,594PYOtherExpensesAmt
CY Other Expenses$127,805CYOtherExpensesAmt
PY Total Expenses$2,597,721PYTotalExpensesAmt
CY Total Expenses$4,072,573CYTotalExpensesAmt
PY Revenues Less Expenses-$2,582,556PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,071,225CYRevenuesLessExpensesAmt
Total Assets BOY$92,378,063TotalAssetsBOYAmt
Total Assets EOY$90,667,083TotalAssetsEOYAmt
Total Liabilities BOY$277,203TotalLiabilitiesBOYAmt
Total Liabilities EOY$506,584TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$92,100,860NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$90,160,499NetAssetsOrFundBalancesEOYAmt
MissionTHE SPECIFIC PURPOSE OF THE CORPORATION IS TO PROVIDE ASSISTANCE TO THER CHARITABLE ORGANIZATIONS DESCRIBED IN IRC 501(C)(3).MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,947,692ExpenseAmt
Grant$3,944,768GrantAmt
DescFINANCIAL SUPPORT TO APPROVED IRC 501(C)3 CHARITIES THAT FURTHER EDUCATIONAL, RELIGIOUS, OR OTHER CAUSES CONSISTENT WITH THE DONORS' PHILANTHROPIC DESIRES.Desc
Total Program Service Expenses$3,947,692TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTIM VOORHEESPersonNm
Phone9495104850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 TOWN CENTER DRIVE SUITE 890AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TIM VOORHEES
PRESIDENT/TREASURER5.00Yes (X)Yes (X)$0$0$0
DARRYL SOPATA
DIRECTOR/ANALYST5.00Yes (X)$0$0$0
ED COTNEY
SECRETARY5.00Yes (X)Yes (X)$0$0$0
DAVID CASTOR
DIRECTOR/ATTORNEY5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,348TotalRevenueColumnAmt
Exclusion$1,348ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,348TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,348ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,944,768TotalAmt
Program Services$3,944,768ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$110,895TotalAmt
Management And General$110,895ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,182TotalAmt
Management And General$11,182ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OTHER ADMINISTRATION EX$2,924$2,924
TAXES AND LICENSES$2,804$2,804

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,072,573TotalAmt
Program Services$3,947,692ProgramServicesAmt
Management And General$124,881ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$388,071BOYAmt
EOY$124,462EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,268BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,410,391EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$91,965,724BOYAmt
EOY$89,132,230EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,378,063BOYAmt
EOY$90,667,083EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,145BOYAmt
EOY$50EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$56,193BOYAmt
EOY$35,120EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$210,865BOYAmt
EOY$471,414EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$277,203BOYAmt
EOY$506,584EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$92,100,860BOYAmt
EOY$90,160,499EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,100,860BOYAmt
EOY$90,160,499EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,378,063BOYAmt
EOY$90,667,083EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,071,225ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,190,850NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$940,014PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,380,633CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,665,796CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$14,046,429TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,380,633CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,665,796CurrentTaxYearMinus3YearsAmt
Total$14,046,429TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$14,046,429PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,910,292CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$921,846CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,165CurrentTaxYearMinus1YearAmt
Current Tax Year$1,348CurrentTaxYearAmt
Total$8,857,750TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,508CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$1,331CurrentTaxYearMinus3YearsAmt
Current Tax Year$1,069CurrentTaxYearAmt
Total$9,246TotalAmt
FieldValueIRS element (for citing)
Total Support$22,913,425TotalSupportAmt
Public Support CY1700.61300PublicSupportCY170Pct
Public Support PY1700.79720PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN CHARITABLE LLCDesc
Book Value$89,132,230BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$89,132,230TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$1,192,198TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,190,850NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,190,850RevenueNotReportedAmt
Revenue Subtotal$1,348RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,348TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,072,573TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,072,573ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,072,573TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (80 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ADVENTIST HEALTH INTERNATIONAL
11060 ANDERSON STLOMA LINDACA92350330940020501(C)(3)$15,000$0GENERAL ASSISTANCE
ADVOCATES FOR CITIZENS' RIGHTS
3024 E CHAPMAN AVE 415ORANGECA92869843974679501(C)(3)$7,500$0GENERAL ASSISTANCE
ALL NATIONS SOCCER INC
7106 EMSLEY CIRCLEJACKSONVILLEFL32258873690829501(C)(3)$20,000$0GENERAL ASSISTANCE
AMERICAN ENDOWMENT FOUNDATION FBO CUCCI HERITAGE FOUNDATION
5700 DARROW RD STE 118HUDSONOH44236341747398501(C)(3)$27,900$0GENERAL ASSISTANCE
AUSTIN RIDGE BIBLE CHURCH
9300 BEE CAVES ROADAUSTINTX78733742132967501(C)(3)$60,000$0GENERAL ASSISTANCE
BAY AREA SCHOOL OF MINISTRY
2245 EATON AVESAN CARLOSCA94070834365073501(C)(3)$15,000$0GENERAL ASSISTANCE
BIBLE STUDY FELLOWSHIP
19001 HUEBNER ROADSAN ANTONIOTX78258941514010501(C)(3)$17,000$0GENERAL ASSISTANCE
BIG TABLE
PO BOX 90893SAN DIEGOCA92169208931223501(C)(3)$8,000$0GENERAL ASSISTANCE
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087134092050501(C)(3)$7,000$0GENERAL ASSISTANCE
BOB HOOVER ACADEMY
265 SAN BENANCIO RDSALINASCA93908453418556501(C)(3)$6,000$0GENERAL ASSISTANCE
BOYS & GIRLS CLUB OF LA HABRA
1211 FAHRINGER WAYLA HABRACA90631951922180501(C)(3)$12,000$0GENERAL ASSISTANCE
CAL POLY POMONA PHILANTHROPIC FOUNDATION
PO BOX 3121POMONACA91769832300241501(C)(3)$15,000$0GENERAL ASSISTANCE
CALIMESA SEVENTH-DAY ADVENTIST CHURCH
PO BOX 647CALIMESACA92320330389761501(C)(3)$20,000$0GENERAL ASSISTANCE
CALVARY SOUTH OC
1311 CALLE BATIDOSAN CLEMENTECA92673330624917501(C)(3)$14,000$0GENERAL ASSISTANCE
COMMUNITY PRESBYTERIAN CHURCH
222 WEST EL PINTADO RDDANVILLECA94526941375814501(C)(3)$5,800$0GENERAL ASSISTANCE
CRESTVIEW PREPARATORY SCHOOL
140 FOOTHILL BLVDLA CAADACA91011954064778$15,000$0GENERAL ASSISTANCE
DAMIEN HIGH SCHOOL
2280 DAMIEN AVELA VERNECA92750952044453501(C)(3)$10,000$0GENERAL ASSISTANCE
ESENCIA K-8 PTSA
5 APRENDERRANCHO MISSION VIEJOCA92694901188253501(C)(3)$9,000$0GENERAL ASSISTANCE
FAIRMONT PARENT ASSOCIATION-SJC
26333 OSO ROADSAN JUAN CAPISTRANOCA92675330576063501(C)(3)$6,600$0GENERAL ASSISTANCE
FAITH LUTHERAN HIGH SCHOOL
PO BOX 138WARDATX78960811247636501(C)(3)$6,000$0GENERAL ASSISTANCE
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129440610626501(C)(3)$6,000$0GENERAL ASSISTANCE
FLINTRIDGE PREPARATORY SCHOOL
4543 CROWN AVELA CAADA FLINTRIDGECA91011951643324501(C)(3)$15,000$0GENERAL ASSISTANCE
FRIENDS OF CASITA LINDA AC
PO BOX 514EAST FALMOUTHMA02536821522035501(C)(3)$20,450$0GENERAL ASSISTANCE
FRIENDS OF THE CHILDREN'S MUSEUM AT LA HABRA
301 S EUCLID STLA HABRACA90631330244625501(C)(3)$13,000$0GENERAL ASSISTANCE
GLOBAL VILLAGE INSTITUTE
184 SCHOOLHOUSE ROADSUMMERTOWNTN38483621220750501(C)(3)$20,000$0GENERAL ASSISTANCE
GOOD SAMARITAN FOUNDATION
375 DIXMYTH AVENUECINCINNATIOH45220311206047501(C)(3)$10,000$0GENERAL ASSISTANCE
GRACE PRESBYTERIAN CHURCH
305 N CALIFORNIA AVEPALO ALTOCA94301943375692501(C)(3)$15,000$0GENERAL ASSISTANCE
GRAND CANYON UNIVERSITY
3300 W CAMELBACK ROADPHOENIXAZ85017472507725501(C)(3)$12,300$0GENERAL ASSISTANCE
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813990261283501(C)(3)$28,600$0GENERAL ASSISTANCE
HEARTWOOD FOUNDATION
24232 BARK STLAKE FORESTCA92630881343560501(C)(3)$21,000$0GENERAL ASSISTANCE
HELP FOR BRAIN INJURED CHILDREN INC
981 N EUCLID STLA HABRACA90631952758212501(C)(3)$8,000$0GENERAL ASSISTANCE
HINDU TEMPLE OF ANTELOPE VALLEY
40441 MILAN DRPALMDALECA93551800491354501(C)(3)$9,100$0GENERAL ASSISTANCE
HINDU TEMPLE OF ANTELOPE VALLEY
42102 30TH ST WESTLANCASTERCA93536801291354501(C)(3)$19,201$0GENERAL ASSISTANCE
HUMANITY & HOPE FOUNDATION INC
PO BOX 1594WARSAWIN46581274084348501(C)(3)$10,000$0GENERAL ASSISTANCE
JOURNEY CHURCH
61303 S HWY 97BENDOR97702271504760501(C)(3)$40,600$0GENERAL ASSISTANCE
JSERRA CATHOLIC HIGH SCHOOL
26351 JUNIPERO SERRA ROADSAN JUAN CAPISTRANOCA92675330901351501(C)(3)$7,100$0GENERAL ASSISTANCE
KACCOC
5300 BEACH BLVD SUITE 110-601BUENA PARKCA90621881523506501(C)(3)$30,000$0GENERAL ASSISTANCE
KALYAN SEWA ASHRAM OF USA INC
1419 W MAIN ST 114BATTLE GROUNDWA98604208922567501(C)(3)$18,200$0GENERAL ASSISTANCE
KOREA TOWN SENIOR AND COMMUNITY CENTER INC
965 S NORMANDIE AVE 200LOS ANGELESCA90006202761167501(C)(3)$10,000$0GENERAL ASSISTANCE
KYUNG HEE INTERNATIONAL FOUNDATION
158 LINWOOD PLAZA SUITE 315FORT LEENJ07024134151290501(C)(3)$17,000$0GENERAL ASSISTANCE
LET THEM HEAR FOUNDATION
844 PORTOLA ROADPORTOLA VALLEYCA94028020630432501(C)(3)$30,000$0GENERAL ASSISTANCE
LOMA LINDA UNIVERSITY HEALTH
11175 MOUNTAIN VIEW AVENUE SUITE ALOMA LINDACA92354951816009$10,000$0GENERAL ASSISTANCE
MARY STAR OF THE SEA HIGH SCHOOL
2500 N TAPER AVESAN PEDROCA90731952308249501(C)(3)$12,900$0GENERAL ASSISTANCE
MISSION LUTHERAN CHURCH
24360 YOSEMITE RDLAGUNA NIGUELCA92677953216406501(C)(3)$10,000$0GENERAL ASSISTANCE
MONTE VISTA BLUE JAYS INC
100 TODA VISTAMONTEREYCA93940833950655501(C)(3)$10,500$0GENERAL ASSISTANCE
MT OLIVE LUTHERAN CHURCH
1343 OCEAN PARK BLVDSANTA MONICACA90405951757256501(C)(3)$10,000$0GENERAL ASSISTANCE
MURRIETA SPRINGS SEVENTH-DAY ADVENTIST CHRISTIAN CHURCH
PO BOX 159WILDOMARCA92595680538812501(C)(3)$27,000$0GENERAL ASSISTANCE
NATURAL RESOURCES DEFENSE COUNCIL (NRDC)
40 WEST 20TH STREETNEW YORKNY10011132654926501(C)(3)$7,000$0GENERAL ASSISTANCE
NEW COVENANT ACADEMY
3119 W 6TH STREETLOS ANGELESCA90020954834735501(C)(3)$42,500$0GENERAL ASSISTANCE
OHEL CHANA
7659 BEVERLY BLVDLOS ANGELESCA90036462869189501(C)(3)$10,000$0GENERAL ASSISTANCE
ONEOC
1901 E 4TH STREET SUITE 100SANTA ANACA92705952021700501(C)(3)$10,000$0GENERAL ASSISTANCE
PACIFIC LEGAL FOUNDATION
555 CAPITOL MALL SUITE 1290SACRAMENTOCA95814942197343501(C)(3)$15,000$0GENERAL ASSISTANCE
PARENT EDUCATION RESOURCE CENTER (PERC)
58 N STATE STOREMUT84057273962166501(C)(3)$5,650$0GENERAL ASSISTANCE
PATH OF HOPE FOUNDATION
200 MERIWETHER BLVDNASHVILLETN37221208807382501(C)(3)$12,500$0GENERAL ASSISTANCE
PROVERBS 226
3919 PROVIDENCE ROAD SUITE B 114WAXHAWNC28173454417763501(C)(3)$6,000$0GENERAL ASSISTANCE
RADY CHILDRENS HOSPITAL AUXILIARY-NCU
3020 CHILDRENS WAY MC 5005SAN DIEGOCA92123330170626501(C)(3)$10,000$0GENERAL ASSISTANCE
RADY CHILDRENS HOSPITAL FOUNDATION
3020 CHILDRENS WAY MC 5005SAN DIEGOCA92123330170626501(C)(3)$20,000$0GENERAL ASSISTANCE
RED OAK HOPE
4301 W WILLIAM CANNON DRIVE SUITEAUSTINTX78749822014196501(C)(3)$25,000$0GENERAL ASSISTANCEB150 185
RONALD MCDONALD HOUSE - LOMA LINDA
11365 ANDERSON STREETLOMA LINDACA92354953167869501(C)(3)$10,000$0GENERAL ASSISTANCE
ROSE COMMUNITY FOUNDATION
4500 CHERRY CREEK DRIVE SOUTH SUITEDENVERCO80246840920862501(C)(3)$40,700$0GENERAL ASSISTANCE900
SADDLEBROOKE COMMUNITY OUTREACHINC
63675 E SADDLEBROOKE BLVD SUITE LSADDLEBROOKEAZ85739860843458501(C)(3)$10,000$0GENERAL ASSISTANCE
SAFE SURFIN' FOUNDATION
201 EAST MAIN ST STE 9FLOYDVA24091541987271501(C)(3)$50,000$0GENERAL ASSISTANCE
SCHOOL OF DENTISTRY - LLUSD
11175 MOUNTAIN VIEW AVENUE SUITE ALOMA LINDACA92354951816009501(C)(3)$75,000$0GENERAL ASSISTANCE
SECC OF SEVENTH-DAY ADVENTISTS
PO BOX 79990RIVERSIDECA92513951816050501(C)(3)$7,000$0GENERAL ASSISTANCE
SPIRIT FILLED HEARTS MINISTRY INC
19161 WOODFORD TERRACEIRVINECA92603471276072501(C)(3)$10,000$0GENERAL ASSISTANCE
ST JAMES EPISCOPAL SCHOOL
625 S ST ANDREWS PLACELOS ANGELESCA90005952858022501(C)(3)$25,000$0GENERAL ASSISTANCE
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105620646012501(C)(3)$126,100$0GENERAL ASSISTANCE
ST PAUL LUTHERAN CHURCH
1572 CR 211GIDDINGSTX78942741255645501(C)(3)$147,500$0GENERAL ASSISTANCE
TERRI SAVELLE FOY MINISTRIES INC
PO 1959ROCKWALLTX75087471045534501(C)(3)$20,700$0GENERAL ASSISTANCE
THE HAILEY MAYZ FOUNDATION INC
22431 ANTONIO PARKWAY SUITERANCHO SANTA MARGARITACA92688800459455501(C)(3)$7,000$0GENERAL ASSISTANCEB160-493
THE LOS ANGELES SPORTWALK OF FAME
28633 S WESTERN AVE STE 201RANCHO PALOS VERDESCA90275300274025501(C)(3)$30,000$0GENERAL ASSISTANCE
THE MEN'S ACADEMY
27636 YNEZ ROAD L-7139TEMECULACA92591262651572501(C)(3)$12,000$0GENERAL ASSISTANCE
THE STANFORD FUND
PO BOX 20466STANFORDCA94309941156365501(C)(3)$6,000$0GENERAL ASSISTANCE
TRUTH & BEAUTY PROJECT
154 SEMINOLE DRIVESPRINGFIELDIL62704843828784501(C)(3)$10,000$0GENERAL ASSISTANCE
UNIVERSITY OF IOWA
1 W PARK ROADIOWA CITYIA52242420796760501(C)(3)$15,000$0GENERAL ASSISTANCE
URBAN IMPACT MINISTRIES
7728 RAINIER AVE SSEATTLEWA98118911368333501(C)(3)$7,000$0GENERAL ASSISTANCE
VILLAGE CHRISTIAN SCHOOL
8930 VILLAGE AVENUESUN VALLEYCA91352951971148501(C)(3)$30,000$0GENERAL ASSISTANCE
VISION 2020 - COUNCILOR'S PROJECT
11175 MOUNTAIN VIEW AVE SUITE BLOMA LINDACA92354953804495501(C)(3)$25,500$0GENERAL ASSISTANCE
VISION CARE SERVICE WEST
680 WILSHIRE PLACE SUITE 303LOS ANGELESCA90005452994660501(C)(3)$5,600$0GENERAL ASSISTANCE
YOUNG LIFE
PO BOX 5184HARLANIA51593840385934501(C)(3)$25,000$0GENERAL ASSISTANCE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION BOARD REVIEWS REQUESTS AND DISBURSMENTS TO IRC 501(C)3 ORGANIZATIONS ONLY. THE ORGANIZATION DOES NOT SOLICIT GRANT REQUESTS.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
FAMILY OFFICE LAW LLP
ENTITY MORE THAN 35% OWNED BY CURRENT DIRECTOR$219,761LEGAL FEES FOR CLLC'S0
TAX EFFICIENT ASSET MANAGEMENT SOLUTION INC
ENTITY MORE THAN 35% OWNED BY CURRENT DIRECTOR$202,685PORTFOILIO ASSET MANAGEMENT0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
BEGINNING YEAR BALANCES RESTATEDTHE BEGINNING OF THE YEAR BALANCES HAVE BEEN RESTATED DUE TO RESTATED AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR ENDED DECEMBER 31, 2022. THE RETURN FOR 2022 WILL BE AMENDED.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION MAKES ITS 990 AVAILABLE UPON INSPECTION BY BOARD OF DIRECTORS. A REVIEWED OR AUDITED FINANCIAL STATEMENT ARE PREPARED ANNUALLY. .
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF DIRECTORS REVIEWS AND SIGNS AN ANNUAL CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ALL OF THE DOCUMENTS AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ABENDROTH LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626472560455INVESTMENT MANAGEMENTNV$22,939$1,867,516FAMILY OFFICE FOUNDATION
ALKO SANTRAM LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626814706045INVESTMENT MANAGEMENTWY$51,276$956,493FAMILY OFFICE FOUNDATION
ANASUYA AND P CHANDRASHEKAR FAMILY FOUNDATION LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626844058396INVESTMENT MANAGEMENTWY$57,446$811,275FAMILY OFFICE FOUNDATION
CORDOVA LEGACY LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626823811081INVESTMENT MANAGEMENTWY$19,412$994,486FAMILY OFFICE FOUNDATION
DONGURI LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626810869106INVESTMENT MANAGEMENTWY-$8,916,281$1,323,341FAMILY OFFICE FOUNDATION
GALAXY COWBOY LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626472574854INVESTMENT MANAGEMENTNV$57,580$2,198,851FAMILY OFFICE FOUNDATION
OLVEL LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626844036000INVESTMENT MANAGEMENTWY-$38,252$1,114,565FAMILY OFFICE FOUNDATION
SHAZAM LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626472644122INVESTMENT MANAGEMENTNV$6,297$165,261FAMILY OFFICE FOUNDATION
SHORELINE BRANHAM LLC
695 TOWN CENTER DRIVE 700COSTA MESACA92626810881410INVESTMENT MANAGEMENTNV$20,940$556,969FAMILY OFFICE FOUNDATION

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (51 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
VORHEES INTELLECTUAL PROPERTY (VIP)
695 TOWN CENTER DRIVECOSTA MESACA92626262454985INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT-$30,725$109,935000.99000
WTS HERITAGE LLC
5900 RIVERVIEW BLVDBRADENTONFL34209810694240INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$14,843$238,148000.40000
NEPTUNE - BELL FAMILY FOUNDATION LLC
1642 FINECROFT DRIVECLAREMONTCA91711474174627INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$2,898$254,684000.99000
MCGRATH LEGACY LLC
690 MAIN ST 1190SAFETY HARBORFL90048832820283INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$38,435$274,783000.99000
CHHOGORI LLC
11221 LOOKOUT RDLONGMONTCO80504814759567INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$9,747$299,899000.99000
ASAR LEGACY LLC
1839 SANTIAGO DRIVENEWPORT BEACHCA92660462705851INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$150,154$323,989000.99000
SPARKY'S ANGELS LLC
27453 ORTEGA HWYSAN JUAN CAPISTRANOCA92649471710081INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$1,177$325,254000.99000
BROFFT BENEVOLENCE FUND LLC
32 CROW HILL ROADFT THOMASKY41075472675810INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$28,453$377,175000.99000
Y3 LEGACY LLC
29216 GOLDEN MEADOW DRRANCHO PALOS VERDESCA90275823740989INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$67,283$396,986000.99000
CHANDRASHEKAR FAMILY FOUNDATION LLC
2355 WEST AVENUE OPALMDALECA93551832855819INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$19,103$423,150000.99000
DODDANNA KRISHNA LEGACY LLC
44215 15TH STREET WEST 211LANCASTERCA93534832819888INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$2,545$445,905000.99000
PROJECT AWARENESS LLC
2836 S 2300 E CIRCLEST GEORGEUT84770810880468INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$37,105$457,274000.99000
LEGADO DE ALAJUELA LLC
209 KELLOG AVENUEFULLERTONCA90630814705831INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$6,471$466,913000.99000
MURRAY LEGACY LLC
61072 EAST ARBOR BASIN ROADORACLEAZ85623823741036INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$558,801$549,095000.99000
PUTNAM PHILANTHROPIC FOUNDATION LLC
5068 BREEDERS CUP CIRCLELIBERTY TOWNSHIPOH45040472675447INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$40,267$559,224000.99000
HERITAGE HAUS LLC
3 CALLE DE LA LUNASAN CLEMENTECA92673464136474INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$18,850$583,081000.99000
DOROTHEA ENTERPRISES LLC
1874 DOROTHEA RDLA HABRA HGTSCA90631471486920INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT-$5,228$613,156000.49000
TKLVN LLC
13841 A BETTER WAYGARDEN GROVECA92743320426914INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$42,470$641,619000.99000
JWP NOTW LLC
33 DEL CAMBREAIRVINECA92714463881700INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$35,234$649,941000.99000
KAM TAM LEGACY LLC
2857 MAGNOLIA BLVD WSEATTLEWA92037844036327INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$428,352$655,357000.99000
YAN HERITAGE LLC
2833 RAINFIELD AVEWESTLAKE VILLAGECA913625154832872677INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$70,158$734,992000.99000
CUCCI HERITAGE LLC
3147WEST28THAVEDENVERCO80211810906129INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$103,679$836,832000.99000
HARTIN HERITAGE LLC
3895 N WHIPTAIL WASHTUSCONAZ85749814638242INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$3,622$847,126000.99000
TATEVOSSIAN HERITAGE LLC
4377 COMMONWEALTH AVENUELA CANADA FLINTRIDGECA91011813245075INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$200,674$887,001000.99000
MITCHELL LEGACY LLC
6095 W HOOVER LANELITTLETONCO80123810890280INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$34,081$888,910000.99000
SMITH FAMILY FOUNDATION LLC
24822 SAUCOMISSION VIEJOCA92692812047451INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$8,387$1,031,517000.99000
CORDOVA HERITAGE LLC
4930 FOX ST ADENVERCO80216823792621INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$50,063$1,093,987000.99000
JK1 LLC
3785 WILSHIRE BLVD APT PH5LOS ANGELESCA90010832772234INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$41,119$1,209,859000.99000
GILLIAM FAMILY CHARITABLE COMPANY LLC
7800 JESTER BLVDAUSTINTX78755823465422INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$245,287$1,364,241000.99000
AMAYZING LLC
12 LAS PLUMASRANCHO SANTA MARGARITACA92688842710465INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$38,019$1,382,260000.99000
LACHINA HERITAGE LLC
11476 CULEBRACYPRESSCA90630463819258INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$37,020$1,385,523000.99000
KVR HERITAGE LLC
8 DELPHINIUSIRVINECA92603465059380INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT-$171,426$1,406,974000.99000
THIRKETTLE HERITAGE LLC
4050 FLAT ROCK DRIVERIVERSIDECA92505813503101INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$1,586$1,908,181000.99000
STEWARD HERITAGE LLC
825 STONEWALL RIDGE LANEAUSTINTX78746823465474INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$136,794$1,976,688000.99000
HERRON HERITAGE LLC
1767 E BIRCH RDCORTLANDNE68331814760145INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$85,180$2,010,041000.99000
BRADBURY HERITAGE LLC
568 HIGH DRIVELAGUNA BEACHCA92651814541484INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$409,818$2,058,717000.99000
OMG CHARITY LLC
2505 ROSEMARY COURTENCINITASCA92024472609454INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT-$599,458$2,386,857000.99000
ASK SEEK KNOCK LLC
2365 SOMMERSET DRIVEBREACA92821823621095INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$99,072$2,536,275000.99000
JUNG & C LLC
211 ELM CT 4DLOS ANGELESCA90015823584196INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$131,490$2,722,990000.99000
PEDERSEN LEGACY LLC
18 LA VISTA VERDE DRIVERANCHO PALOS VERDESCA90275814731933INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$164,033$2,880,792000.99000
THE J & M CHRISPENS FAMILY LEGACY LLC
13194 OAK CREST DRIVEYUCAIPACA92399832772437INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$358,667$2,917,463000.99000
MITSCHKE LEGACY LLC
1314 PRIVATE ROAD 2131GIDDINGSTX78960823465359INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$242,450$3,083,081000.99000
THOUSAND HILLS FOUNDATION LLC
2287 NW LAKESIDE PLACEBENDOR28270823792786INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$150,209$3,443,118000.99000
LEVLO LEGACY LLC
29911 NIGUEL ROAD 7238LAGUNA NIGUELCA92607810830775INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT-$34,476$3,721,020000.99000
FOREVER 4 LLC
5310 ANGELES CREST HWYLA CAADA FLINTRIDGECA910111803832772000INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$361,199$4,225,017000.99000
DARNELS LLC
39655 BORDEAUX PLACEMURRIETACA92562474996972INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$291,789$4,284,471000.99000
MAD HERITAGE LLC
928 AVENIDA PRESIDIOSAN CLEMENTECA92672472596110INVESTMENT MANAGEMENTNVFAMILY OFFICE FOUNDATIONINVESTMENT$644,701$4,637,434000.99000
WW LEGACY LLC
2610 E CEDAR AVENUEDENVERCO80209823756841INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$1,181,506$5,433,805000.99000
STEPHANIAN HERITAGE LLC
5131 PEBBLEBROOK DRIVEDALLASTX75201810857466INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$111,570$5,995,771000.99000
ROBERSON LEGACY LLC
4020 ORME STREETPALO ALTOCA94306810827304INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$125,080$7,566,048000.99000
KUNIHIRA LEGACY LLC
25522 ALLEN WAYLOMA LINDACA92354475377524INVESTMENT MANAGEMENTWYFAMILY OFFICE FOUNDATIONINVESTMENT$3,452,367$8,427,154000.99000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd