2023-04-10T13:57:55-05:00 2022-12-31 813071614 TALLEY LLP 1100 TOWN COUNTRY RD STE 1111 ORANGE CA 92868 990PF 2022-01-01 956136231 CARL E WYNN FOUNDATION WYNN 8776869215 444 SOUTH FLOWER ST 1700 LOS ANGELES CA 900712901 MELVYN T MASUDA CHIEF EXECUTIVE OFFICER 8776869215 2023-04-07 1 MELVYN MASUDA 999009999 0 KENNETH D SIMON P01452879 7148672200 2023-04-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 29561446 X X 591595 591595 584010 15691494 584010 7887 7887 1183492 1183492 200000 60000 140000 43525 0 43525 206018 206018 0 3651 3651 0 4134 0 4134 457328 269669 187659 1446065 1446065 1903393 269669 1633724 -719901 913823 2 2 1651905 782667 782667 0 5690538 5692097 13121824 10075131 18360476 7531556 5037046 4726204 1172 1172 22305285 21585384 29561446 0 0 X 22305285 21585384 22305285 21585384 22305285 21585384 22305285 -719901 0 21585384 0 21585384 PUBLICLY TRADED SECURITIES P 2021-01-01 2022-12-31 8233070 8268690 -35620 -35620 PUBLICLY TRADED SECURITIES P 2021-01-01 2022-12-31 7446712 6838794 607918 607918 CAPITAL GAINS DIVIDENDS P 11712 11712 11712 584010 12702 0 12702 0 12702 21309 0 0 0 21309 X 0 8607 8607 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CARL E WYNN FOUNDATION 8776869215 444 SO FLOWER ST SUITE 1700 LOS ANGELES CA 900712901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOROTHY L FREY 444 SOUTH FLOWER ST SUITE 1700 LOS ANGELES CA 900712901 SECRETARY-TREASURER/TRUSTE 20.00 70000 0 0 MELVYN A MASUDA 444 SOUTH FLOWER ST SUITE 1700 LOS ANGELES CA 900712901 PRESIDENT 20.00 100000 0 0 JAKI FISCHER 444 SOUTH FLOWER ST SUITE 1700 LOS ANGELES CA 900712901 VICE PRESIDENT/TRUSTEE 20.00 10000 0 0 NEREIDA I CLAUDIUS 13714 SOFTWOOD COURT CORONA CA 92880 ASSISTANT SECRETARY/TRUSTEE 20.00 10000 0 0 SHARON LINCOLN 53755 OTTER DR LA PINE OR 97739 ASSISTANT TREASURER/TRUSTEE 20.00 10000 0 0 NONE 0 WEST OAK CAPITAL LLC 2801 TOWNSGATE RD SUITE 112 WESTLAKE VILLAGE CA 91361 INVESTMENT MANAGEMENT 206018 0 0 29233420 1865401 0 31098821 0 0 31098821 466482 30632339 1531617 1531617 12702 12702 1518915 0 1518915 0 1518915 1633724 0 1633724 1518915 1446065 0 0 1633724 1446065 0 0 187659 0 0 0 0 0 0 0 0 1331256 0 0 0 MELVYN A MASUDA CEO CARL E WYNN FOU 444 SOUTH FLOWER ST SUITE 1700 LOS ANGELES CA 900712901 8776869215 FULL APPLICATION SHOULD BE RECEIVED BETWEEN MAY 1-15. NONE NONE A PLACE CALLED HOME 2830 S CENTRAL AVE LOS ANGELES CA 90011 PROVIDES AT-RISK TEENAGERS SERVICES 4000 AGINGNEXT (FKA COMMUNITY SENIOR SERVICES) 141 SPRING ST CLAREMONT CA 91711 TO ENRICH THE LIVES OF OLDER ADULTS BY PROVIDING SENIOR-TYPE SERVICES. 5000 ALZHEIMER'S GREATER LOS ANGELES 4221 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90010 RESEARCH 3000 ANIMALS RULE PLACEMENT FOUNDATION 305 N HARBOR BLVD SAN PEDRO CA 90731 RESCUE STRAY, NEGLECTED, ABANDONED OR ABUSED DOGS. 15000 AZUSA PACIFIC UNIVERSITY 901 E ALOSTA AVE PO BOX 7000 AZUSA CA 91702 ENDOWMENT FOR THE MAINTENANCE AND REPAIR OF THE WYNN ACADEMIC CENTER. 40000 BLANKETS FOR SOLDIERS 4614 MAYOR DR TORRANCE CA 90505 PROVIDES COMFORT & SUPPORT TO MEMBERS OF US ARMED FORCES. ALL VOLUNTEERS. 25000 BEYOND BLIND (FKA BLIND CHILDREN'S LEARNING CENTER) 18542-B VANDERLIP AVE SANTA ANA CA 92705 SERVICES FOR THE BLIND - RESTRICTED FOR ADDITIONAL TEACHERS TRAINING 45000 BEACON LIGHT MISSION 525 N BROAD AVE WILMINGTON CA 90744 SERVICE THE HOMELESS IN THE SOUTH BAY - RESTRICTED FOR PART-TIME MENTAL HEALTH CLINICIAN. 35000 CALIFORNIA BOTANIC GARDEN(FKA RANCHO SANTA ANA BOTANIC GARDEN AT CLAREMONT) 1500 N COLLEGE AVE CLAREMONT CA 917113157 FUNDS TO BE USED FOR THE KIOSK PROJECT. 5000 C5 YOUTH FOUNDATION OF SOUTHERN CALIFORNIA 3100 N BROADWAY LOS ANGELES CA 90031 PREPARES AT-RISK YOUTH FROM UNDER-RESOURCED ENVIORNMENTS IN LOS ANGELES COUNTY FOR COLLEGE, WORK AND LIFE. 10000 CAMP RONALD MCDONALD FOR GOOD TIMES 1250 LYMAN PL LOS ANGELES CA 900291905 PROVIDES FUN-FILLED, MEDICALLY SUPERVISED, COST-FREE YEAR-ROUND CAMP PROGRAMS FOR CANCER PATIENTS. 4000 CANCER SUPPORT COMMUNITY 76 E DEL MAR BLVD 215 PASADENA CA 91105 SUPPORT AND KNOWLEDGE FOR CANCER PATIENTS. 15000 CANINE COMPANIONS FOR INDEPENDENCE 124 RANCHO DE ORO DR OCEANSIDE CA 920577344 ENHANCES THE LIVES OF PEOPLE WITH DISABILITIES BY PROVIDING ASSISTANCE DOGS. 15000 CARING HOUSE 2842 EL DORADO ST TORRANCE CA 90503 PROVIDES END OF LIFE CARE FOR LOW INCOME FAMILIES. FOR GENERAL FUND USE. 40000 CASA OF ORANGE COUNTY 1505 E 17TH ST SUITE 214 SANTA ANA CA 927058520 ADVOCATES FOR TROUBLED YOUTHS. 10000 CASA OF LOS ANGELES 201 CENTRE PLAZA DR ROOM 1100 MONTEREY PARK CA 917542142 MOBILIZE COMMUNITY VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN 10000 CENTER FOR ALASKAN COASTAL STUDIES 708 SMOKEY BAY WAY HOMER AK 99603 CARL E. WYNN NATURE CENTER WILDLIFE PROJECT ($100,000). NORTHWYNNS 1 ($35,000). 135000 CENTER FOR ALASKAN COASTAL STUDIES 708 SMOKEY BAY WAY HOMER AK 99603 FOR IMPROVEMENTS AND RESTORATION OF NORTHWYNNS II (FORMERLY KNOW AS HUME PROPERTY). 90000 CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA ORANGE COUNTY DIVISION 50 S ANAHEIM BLVD SUITE 241 ANAHEIM CA 92805 PREVENTION AND TREATMENT OF ABUSED CHILDREN. 15000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD 29 LOS ANGELES CA 90027 PEDIATRIC MEDICAL PROGRAMS - FOR RESEARCH GENETICS STUDIES. 30000 CHILDREN OF THE NIGHT 3450 CAHUENGA BLVD 602 LOS ANGELES CA 90068 HELP FOR CHILD PROSTITUTION AND TUTORING 30000 CITY OF HOPE 1055 WILSHIRE BLVD LOS ANGELES CA 90017 CANCER RESEARCH. 15000 DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO ST LOS ANGELES CA 90013 HOUSING AND MEALS FOR HOMELESS WOMEN. 15000 EXCEPTIONAL CHILDREN'S FOUNDATION 5350 MACHADO RD CULVER CITY CA 90230 PROVIDES SERVICES TO CHILDREN AND ADULTS WHO ARE CHALLENGED WITH DEVELOPMENTAL LEARNING. 10000 EXCEPTIONAL MINDS 13400 RIVERSIDE DR SUITE 211 SHERMAN OAKS CA 91423 PROGRAM FOR AMERICANS WITH AUTISM. 10000 THE FROSTIG CENTER 971 N ALTADENA DR PASADENA CA 91107 RESEARCH RE CAUSE/EFFECTS OF LEARNING DISABILITIES; OFFER SERVICES TO CHILDREN WITH LEARNING DISORDERS; PROVIDE PARENT, TUTOR, PROFESSIONAL; EDUCATOR TRAINING. 5000 FOOD BANK OF SOUTHERN CALIFORNIA 1444 SAN FRANCISCO AVE LONG BEACH CA 90813 FOOD FOR THE POOR. 20000 FOOTHILL FAMILY SERVICE (DBA FOOTHILL FAMILY) 2500 E FOOTHILL BLVD SUITE 300 PASADENA CA 91107 EMPOWER CHILDREN AND FAMILIES TO OVERCOME CHALLENGES AND ACHIEVE SUCCESS IN RELATIONSHIPS, SCHOOL, ETC. 10000 FRIENDS OF THE HOMER PUBLIC LIBRARY 500 HAZEL AVE HOMER AK 99603 VOLUNTEER SUPPORT FOR LIBRARY PROGRAMS AND SERVICES. 20000 FRISTERS 17815 SKY PARK CIRCLE SUITE H IRVINE CA 92614 SUPPORT AND EDUCATION TO YOUNG MOMS AGE 13-25. 5000 THE GIRLS AGAINST ABUSE FOUNDATION 41682 CROWN CANYON CT MURRIETA CA 92562 HELPS WOMEN AND YOUTH RECOVER FROM ABUSE AND MISTREATMENT. 10000 GUIDE DOGS OF AMERICA 13445 GLENOAKS BLVD SYLMAR CA 91342 PROVIDES GUIDE DOGS TO BLIND INDIVIDUALS 16 YEARS OR OLDER FREE OF CHARGE. 10000 GUIDE DOGS FOR THE BLIND 350 LOS RANCHITOS RD SAN RAFAEL CA 94903 EMPOWERS LIVES OF THE BLIND. 75000 HAYNES FAMILY OF PROGRAMS (FORMERLY LEROY HAYNES CENTER) 233 W BASELINE RD BOX 400 LA VERNE CA 91750 HOME FOR ABUSED/AT-RISK CHILDREN. 12000 HEAR CENTER 301 E DEL MAR BLVD PASADENA CA 91101 HELPS INDIVIDUALS WITH HEARING LOSS OR SPEECH AND LANGUAGE IMPAIRMENTS. 10000 HELPLINE YOUTH COUNSELING INC 14181 TELEGRAPH RD WHITTIER CA 90604 SERVICES TO YOUTH AND FAMILIES. 5000 HOMER SOCIETY OF NATURAL HISTORY INC PRATT MUSEUM 3779 BARTLETT ST HOMER AK 99603 OPERATING GRANT FOR THE PRATT MUSEUM. 50000 HOPE HELPING OTHERS PREPARE FOR ETERNITY 11022 ACACIA PARKWAY SUITE C GARDEN GROVE CA 92840 PROVIDES A MYRIAD OF SERVICES TO ABANDONED OR ABUSED WOMEN AND CHILDREN. 6000 HOUSE OF RUTH PO BOX 459 CLAREMONT CA 91711 BATTERED WOMEN AND CHILDREN. 6000 JEWISH BIG BROTHERS & SISTERS 6505 WILSHIRE BLVD LOS ANGELES CA 90048 PROGRAMS FOR AT-RISK CHILDREN. 5000 JEWISH FAMILY & CHILDREN'S SERVICES 3801 E WILLOW SI LONG BEACH CA 90815 SOCIAL SERVICES AND HEALTH PROGRAMS. 5000 JOURNEY OUT 7136 HASKELL AVE SUITE 125 VAN NUYS CA 91406 PROVIDES SERICES & INTERVENTION FOR VICTIMS OF DOMESTIC TRAFFICKING & PROSTITUTION A NEW BEGINNING 5000 LA GOAL 4911 OVERLAND BLVD CULVER CITY CA 90230 EDUCATIONAL, VOCATIONAL, LIFE SKILLS, ARTS AND COUNSELING PROGRAMS. 5000 LAURA'S HOUSE 33 JOURNEY STE 150 ALISO VIEJO CA 926565364 SUPPORT FOR THOSE VICTIMS OF DOMESTIC VIOLENCE AND THEIR FAMILIES. 10000 LAUREL HOUSE INC 1 HOPE DR TUSTIN CA 92782 SUPPORTS TEENS AND FAMILIES IN CRISIS TO ENCOURAGE FAMILY RECONCILIATION BY PROVIDING TEMPORARY RESIDENTIAL CARE. 8000 LOS ANGELES REGIONAL FOODBANK 1734 EAST 41ST STREET LOS ANGELES CA 900581502 FOODBANK FOR THE NEEDY. 20000 NEIGHBORHOOD HOMEWORK HOUSE PO BOX 993 AZUSA CA 91702 NEIGHBORHOOD BASED LEARNING CENTER FOR AT-RISK CHILDREN. 15065 NEW VILLAGE GIRLS ACADEMY 147 N OCCIDENTAL BLVD LOS ANGELES CA 90026 CHARTER HIGH SCHOOL FOR SEVERELY CHALLENGED AT-RISK GIRLS FROM DOWNTOWN L.A. 10000 OLIVE CREST ABUSED CHILDREN'S FOUNDATION 2130 E FOURTH ST SUITE 200 SANTA ANA CA 92705 PROGRAM FOR ABUSED CHILDREN. 15000 OPERATION SAFE HOUSE 9685 HAYES ST RIVERSIDE CA 92503 PROGRAMS FOR ABUSED CHILDREN. 5000 ORANGEWOOD FOUNDATION 1575 EAST 17TH STREET SANTA ANA CA 92705 HOME FOR HOMELESS CHILDREN, SUPPORT FOR CHILDREN AGED-OUT OF FOSTER CARE. IN SUPPORT OF THE ORANGEWOOD RESOURCE CENTER, COMMUNITY DROP-IN CENTER. 15000 PF BRESEE FOUNDATION 184 S BIMINI PL LOS ANGELES CA 90004 COMMUNITY & YOUTH DEVELOPMENT, HEALTH SERVICES & URBAN LEADERSHIP TRAINING. 5000 PEPPERMINT RIDGE 825 MAGNOLIA AVE CORONA CA 917193129 RESIDENTIAL PROGRAM FOR DEVELOPMENT DISABLED IN MEMORY OF WESLEY E. BELLWOOD. MATCHING GIFT PROGRAM. 65000 PEPPERMINT RIDGE 825 MAGNOLIA AVE CORONA CA 917193129 WYNN HOME REPAIR FUND-$40,000, MAINTENANCE-$10,000, WYNN HOME RECREATIONAL FUND-$10,000. 60000 PETER MICHAEL FOUNDATION 1 GATE SIX ROAD BLDG B SUITE 201 SAUSALITO CA 94965 TOOLS AND TECHNOLOGIES FOR THE IDENTIFICATION, TREATMENT & EXPANSION OF PROSTATE CANCER. 4000 PATRONS OF THE PRATT SOCIETY (POPS) PO BOX 2305 HOMER AK 99603 FUNDS ARE TO BE USED FOR THE MUSEUM GARDEN RENOVATION PROJECT. 40000 PROJECT ACCESS 2100 W ORANGEWOOD AVE SUITE 230 ORANGE CA 92868 HEALTH, EDUCATION AND SOCIAL SERVICES SERVING FAMILIES LIVING IN LOW INCOME HOUSING. 5000 PROVIDENCE SPEECH AND HEARING CENTER 1301 PROVIDENCE AVE ORANGE CA 92868 SPECIALIZED PROGRAMS ADDRESSING AUDITORY, SPEECH AND LANGUAGE. 5000 THE RICHSTONE FAMILY CENTER 13620 CORDARY AVE HAWTHORNE CA 90250 PREVENTING AND TREATING CHILD ABUSE. 15000 SADDLEBACK CHURCH SADDLEBACK PARKWAY LAKE FOREST CA 92630 SPECIAL GIFT FOR THE UKRAINE RELIEF RESPONSE MAY 2022-$50,000; OCT 2022-$16,000. 66000 SECOND HARVEST FOOD DISTRIBUTION CENTER OF ORANGE COUNTY 8014 MARINE WAY IRVINE CA 92618 PROGRAMS TO FEED THE HUNGRY. 30000 SHOES THAT FIT 1420 N CLAREMONT BLVD SUITE 204-A CLAREMONT CA 91711 SHOES AND CLOTHING FOR INDIGENT SCHOOL CHILDREN. 15000 STAR INC PO BOX 1075 TORRANCE CA 90505 RESTRICTED FUNDS - $40,000 TO BE USED FOR HOME 5. $60,000 FOR MATCHING GIFT $20 PER HOUR STAFF WAGE INCREASE PROGRAM. 100000 UNION STATION HOMELESS SERVICES 825 E ORANGE GROVE BLVD PASADENA CA 91104 OFFERS HOMELESS INDIVIDUALS AND FAMILIES RESOURCES TO TRANSFORM THEIR LIVES. 5000 VENICE FAMILY CLINIC 604 ROSE AVE VENICE CA 90291 PROVIDE FREE, QUALITY HEALTH CARE TO PEOPLE IN NEED. 3000 VISITING NURSE ASSOCIATION & HOSPICE OF SOUTHERN CALIFORNIA 2151 CONVENTION CENTER WAY SUITE 100 ONTARIO CA 91764 PROVIDE CARE FOR THE ILL AND DISABLED IN THE COMMUNITY WHO ARE UNDER-INSURED AND/OR NOT COVERED AND HAVE NO MEANS TO PAY FOR CARE. 5000 VOLUNTEER CENTER SOUTH BAY-HARBOR-LONG BEACH 1230 CRAVENDS AVE TORRANCE CA 90501 VOLUNTEER PROGRAM- OPERATION TEDDY BEAR TO HELP DISADVANTAGED CHILDREN. 20000 WOMEN'S CANCER RESEARCH FOUNDATION (FKA NANCY YEARY WOMEN'S CANCER RESEARCH 699 DIAMOND ST LAGUNA BEACH CA 92951 WOMEN'S CANCER RESEARCH. 5000 YOUNG & HEALTHY 136 W PEORIA ST PASADENA CA 911093341 HEALTH CARE SERVICES FOR LOW INCOME AND UNDER OR UNINSURED CHILDREN. 5000 1446065 0 14 591595 14 7887 18 584010 0 1183492 0 1183492 0 0 0 0 0 0 0 0 0 0 LEGAL AND PROFESSIONAL FEES 43525 0 43525 FIXED INCOME - CORPORATE BONDS 4778676 4482338 FIXED INCOME - LONG TERM CD'S 258370 243866 EQUITIES 8662042 16253863 OTHERS - REITS, ETFS 573947 781653 FIXED INCOME - EXCHANGED TRADED FUNDS 839142 1324960 5690538 5692097 0 0 TELEPHONE 1501 0 1501 INSURANCE 1575 0 1575 POSTAGE 127 0 127 FILING FEES 200 0 200 OFFICE EXPENSE 487 0 487 OTHER EXPENSES 244 0 244 OTHER INCOME 7887 7887 7887 ADVISOR FEES 206018 206018 0 FOREIGN TAXES 1651 1651 0 FEDERAL TAXES 2000 2000 0