FAMILY OFFICE FOUNDATION INCORPORATED: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FAMILY OFFICE FOUNDATION INCORPORATED (EIN 47-2788229)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349317010
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:07:26-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680300457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 PACIFICA SUITE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472788229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY OFFICE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 9495104850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 TOWN CENTER DRIVE 890 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM VOORHEES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9495104850 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADFORD HALL | PreparerPersonNm |
| PTIN | P00175123 | PTIN |
| Phone | 9499104255 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM VOORHEES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 TOWN CENTER DRIVE SUITE 890 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,387 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.FAMILYOFFICEFOUNDATION.COM/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FINANCIAL ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS DESCRIBED IN IRC 501(C)(3). | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,348 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,387 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,348 | PYTotalRevenueAmt |
| CY Total Revenue | $30,387 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,944,768 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,595,140 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $127,805 | PYOtherExpensesAmt |
| CY Other Expenses | $67,084 | CYOtherExpensesAmt |
| PY Total Expenses | $4,072,573 | PYTotalExpensesAmt |
| CY Total Expenses | $4,662,224 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,071,225 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,631,837 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,667,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,473,977 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $506,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $434,145 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,160,499 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,039,832 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SPECIFIC PURPOSE OF THE CORPORATION IS TO PROVIDE ASSISTANCE TO THER CHARITABLE ORGANIZATIONS DESCRIBED IN IRC 501(C)(3). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,596,914 | ExpenseAmt |
| Grant | $4,595,140 | GrantAmt |
| Desc | FINANCIAL 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 | $4,596,914 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM VOORHEES | PersonNm |
| Phone | 9495104850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 TOWN CENTER DRIVE SUITE 890 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TIM VOORHEES | ||||||
| PRESIDENT/TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DARRYL SOPATA | ||||||
| DIRECTOR/ANALYST | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ED COTNEY | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID CASTOR | ||||||
| DIRECTOR/ATTORNEY | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,387 | TotalRevenueColumnAmt |
| Exclusion | $30,387 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,387 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,387 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,595,140 | TotalAmt |
| Program Services | $4,595,140 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,335 | TotalAmt |
| Management And General | $57,335 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,618 | TotalAmt |
| Management And General | $5,618 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| TAXES AND LICENSES | $2,357 | $2,357 | |
| OTHER ADMINISTRATION EX | $1,774 | $1,774 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,662,224 | TotalAmt |
| Program Services | $4,596,914 | ProgramServicesAmt |
| Management And General | $65,310 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,462 | BOYAmt |
| EOY | $200,664 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $177,401 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,410,391 | BOYAmt |
| EOY | $1,657,647 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,132,230 | BOYAmt |
| EOY | $79,438,265 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,667,083 | BOYAmt |
| EOY | $81,473,977 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50 | BOYAmt |
| EOY | $29 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,120 | BOYAmt |
| EOY | $28,383 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,414 | BOYAmt |
| EOY | $405,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,584 | BOYAmt |
| EOY | $434,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,160,499 | BOYAmt |
| EOY | $81,039,832 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,160,499 | BOYAmt |
| EOY | $81,039,832 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,667,083 | BOYAmt |
| EOY | $81,473,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,631,837 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$63,213 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,425,617 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,665,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,665,796 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,665,796 | CurrentTaxYearMinus4YearsAmt |
| Total | $2,665,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,665,796 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $921,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,387 | CurrentTaxYearAmt |
| Total | $977,845 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$1,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $1,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$3,223 | CurrentTaxYearAmt |
| Total | -$3,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,640,156 | TotalSupportAmt |
| Public Support CY170 | 0.73230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN CHARITABLE LLC | Desc |
| Book Value | $79,438,265 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $79,438,265 | TotalBookValueOtherAssetsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (97 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF COLORADO INC | |||||||||||||
| 303 E 17TH AVE STE 350 | DENVER | CO | 80203 | 237028224 | 501(C)(3) | $17,000 | $0 | GENERAL ASSISTANCE | |||||
| ADVENTIST HEALTH INTERNATIONAL | |||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | 330940020 | 501(C)(3) | $15,000 | $0 | GENERAL ASSISTANCE | |||||
| ALL NATIONS SOCCER INC | |||||||||||||
| 7106 EMSLEY CIRCLE | JACKSONVILLE | FL | 32258 | 873690829 | 501(C)(3) | $24,000 | $0 | GENERAL ASSISTANCE | |||||
| ANGEL CHARITY FOR CHILDREN INC | |||||||||||||
| 3132 NORTH SWAN ROAD | TUCSON | AZ | 85712 | 860472794 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| ANTIOCH BIBLE CHURCH | |||||||||||||
| 8271 154TH AVENUE NE SUITE 100 | REDMOND | WA | 98052 | 911268526 | 501(C)(3) | $12,000 | $0 | GENERAL ASSISTANCE | |||||
| AUSTIN RIDGE BIBLE CHURCH | |||||||||||||
| 9300 BEE CAVES ROAD | AUSTIN | TX | 78733 | 742132967 | 501(C)(3) | $50,000 | $0 | GENERAL ASSISTANCE | |||||
| BIBLE STUDY FELLOWSHIP | |||||||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | 941514010 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| BIG TABLE | |||||||||||||
| PO BOX 90893 | SAN DIEGO | CA | 92169 | 208931223 | 501(C)(3) | $8,000 | $0 | GENERAL ASSISTANCE | |||||
| BIGHORN INSTITUTE | |||||||||||||
| PO BOX 262 | PALM DESERT | CA | 92261 | 953700081 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | 134092050 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| BOYS & GIRLS CLUBS OF THE LOS ANGELES HARBOR | |||||||||||||
| 1200 SOUTH CABRILLO AVENUE | SAN PEDRO | CA | 90731 | 951661682 | 501(C)(3) | $6,000 | $0 | GENERAL ASSISTANCE | |||||
| CAL POLY POMONA PHILANTHROPIC FOUNDATION | |||||||||||||
| PO BOX 3121 | POMONA | CA | 91769 | 832300241 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| CALIMESA SEVENTH-DAY ADVENTIST CHURCH | |||||||||||||
| PO BOX 647 | CALIMESA | CA | 92320 | 330389761 | 501(C)(3) | $25,800 | $0 | GENERAL ASSISTANCE | |||||
| CALVARY SOUTH OC | |||||||||||||
| 1311 CALLE BATIDO | SAN CLEMENTE | CA | 92673 | 330624917 | 501(C)(3) | $35,700 | $0 | GENERAL ASSISTANCE | |||||
| CARITAS OF AUSTIN | |||||||||||||
| PO BOX 1947 | AUSTIN | TX | 78767 | 741909670 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| CASA ORANGE COUNTY | |||||||||||||
| 765 THE CITY DRIVE SOUTH SUITE 300 | ORANGE | CA | 92868 | 330069334 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| CHANDLER SCHOOL | |||||||||||||
| 1005 ARMADA DR | PASADENA | CA | 91103 | 951983538 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| CHILDHOOD CANCER FOUNDATION OF SOUTHERN CALIFORNIA | |||||||||||||
| 11155 MOUNTAIN VIEW AVENUE SUITE | LOMA LINDA | CA | 92354 | 330536599 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | 105 | ||||
| CHP 11-99 FOUNDATION | |||||||||||||
| 31887 AIRWAY AVENUE STE C | COSTA MESA | CA | 92626 | 956530738 | 501(C)(3) | $6,000 | $0 | GENERAL ASSISTANCE | |||||
| COMMUNITY INITIATIVES | |||||||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 943255070 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| CRESTVIEW PREPARATORY SCHOOL | |||||||||||||
| 140 FOOTHILL BLVD | LA CANADA | CA | 91011 | 954064778 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| DAMIEN HIGH SCHOOL | |||||||||||||
| 2280 DAMIEN AVE | LA VERNE | CA | 92750 | 952044453 | 501(C)(3) | $15,000 | $0 | GENERAL ASSISTANCE | |||||
| ELEPHANT COOPERATION | |||||||||||||
| 110 E AVENIDA PALIZADA SUITE 301 | SAN CLEMENTE | CA | 92672 | 813209656 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| EQUATION COLLABORATION | |||||||||||||
| 5691 PALMER WAY STE K | ENCINITAS | CA | 92024 | 854081633 | 501(C)(3) | $11,000 | $0 | GENERAL ASSISTANCE | |||||
| FAITH LUTHERAN HIGH SCHOOL | |||||||||||||
| PO BOX 138 | WARDA | TX | 78960 | 811247636 | 501(C)(3) | $6,000 | $0 | GENERAL ASSISTANCE | |||||
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | 440610626 | 501(C)(3) | $6,000 | $0 | GENERAL ASSISTANCE | |||||
| FLINTRIDGE PREPARATORY SCHOOL | |||||||||||||
| 4543 CROWN AVE | LA CANADA FLINTRIDGE | CA | 91011 | 951643324 | 501(C)(3) | $15,000 | $0 | GENERAL ASSISTANCE | |||||
| FOUNDATION FOR RETINAL REGENERATION | |||||||||||||
| 42 WHITMAN COURT | IRVINE | CA | 92617 | 455306421 | 501(C)(3) | $26,500 | $0 | GENERAL ASSISTANCE | |||||
| FREEDOM WATCH INC | |||||||||||||
| 7050 W PALMETTO PARK RD SUITE | BOCA RATON | FL | 33433 | 521948015 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | 15-287 | ||||
| FRIENDS OF CASITA LINDA AC | |||||||||||||
| PO BOX 514 | EAST FALMOUTH | MA | 02536 | 821522035 | 501(C)(3) | $18,000 | $0 | GENERAL ASSISTANCE | |||||
| FRIENDS OF HONG KONG CHARITIES INC | |||||||||||||
| 300136665 | 501(C)(3) | $16,200 | $0 | GENERAL ASSISTANCE | ROOM 2003 20/F TIMES TOWER 928-930 | CHEUNG SHA WAN ROAD | HONG KONG | CH | |||||
| FRIENDS OF THE CHILDREN'S MUSEUM AT LA HABRA | |||||||||||||
| 301 S EUCLID ST | LA HABRA | CA | 90631 | 330244625 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| GOOD SAMARITAN FOUNDATION | |||||||||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | 311206047 | 501(C)(3) | $24,000 | $0 | GENERAL ASSISTANCE | |||||
| GRAND CANYON UNIVERSITY | |||||||||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | 472507725 | 501(C)(3) | $14,000 | $0 | GENERAL ASSISTANCE | |||||
| HAWAII COMMUNITY FOUNDATION | |||||||||||||
| 4268 RICE STREET SUITE K | LIHUE | HI | 96766 | 990261283 | 501(C)(3) | $12,600 | $0 | GENERAL ASSISTANCE | |||||
| HAWAI'I PUBLIC RADIO | |||||||||||||
| 738 KAHEKA STREET SUITE 101 | HONOLULU | HI | 96814 | 510191809 | 501(C)(3) | $8,000 | $0 | GENERAL ASSISTANCE | |||||
| HEARTWOOD FOUNDATION | |||||||||||||
| 24232 BARK ST | LAKE FOREST | CA | 92630 | 881343560 | 501(C)(3) | $23,500 | $0 | GENERAL ASSISTANCE | |||||
| HINDU TEMPLE OF ANTELOPE VALLEY | |||||||||||||
| 40441 MILAN DR | PALMDALE | CA | 93551 | 800491354 | 501(C)(3) | $9,100 | $0 | GENERAL ASSISTANCE | |||||
| HINDU TEMPLE OF ANTELOPE VALLEY INC | |||||||||||||
| 42102 30TH ST | WEST LANCASTER | CA | 93536 | 801291354 | 501(C)(3) | $18,003 | $0 | GENERAL ASSISTANCE | |||||
| INLAND FUTURES FOUNDATION-KVCR | |||||||||||||
| 701 S MT VERNON AVENUE | SAN BERNARDINO | CA | 92410 | 330880165 | 501(C)(3) | $8,000 | $0 | GENERAL ASSISTANCE | |||||
| INTERNATIONAL CHURCH OF THE FOURSQUARE GOSPEL | |||||||||||||
| 45-815 POOKELA ST | KANEOHE | HI | 96744 | 990224306 | 501(C)(3) | $20,900 | $0 | GENERAL ASSISTANCE | |||||
| JOURNEY CHURCH | |||||||||||||
| 61303 S HWY 97 | BEND | OR | 97702 | 271504760 | 501(C)(3) | $15,600 | $0 | GENERAL ASSISTANCE | |||||
| KALYAN SEWA ASHRAM OF USA INC | |||||||||||||
| 1419 W MAIN ST 114 | BATTLE GROUND | WA | 98604 | 208922567 | 501(C)(3) | $19,200 | $0 | GENERAL ASSISTANCE | |||||
| KOREA TOWN SENIOR AND COMMUNITY CENTER INC | |||||||||||||
| 965 S NORMANDIE AVE 200 | LOS ANGELES | CA | 90006 | 202761167 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| KPCC SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | 954765734 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| KYUNG HEE INTERNATIONAL FOUNDATION | |||||||||||||
| 158 LINWOOD PLAZA SUITE 315 | FORT LEE | NJ | 07024 | 134151290 | 501(C)(3) | $22,000 | $0 | GENERAL ASSISTANCE | |||||
| LIVE ACTION | |||||||||||||
| 2200 WISON BLVD SUITE 102 PMB 111 | ARLINGTON | VA | 22201 | 421764425 | 501(C)(3) | $11,000 | $0 | GENERAL ASSISTANCE | |||||
| LOMA LINDA UNIVERSITY HEALTH | |||||||||||||
| 11175 MOUNTAIN VIEW AVENUE SUITE A | LOMA LINDA | CA | 92354 | 951816009 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| LUBDAVITCH OF HOWARD COUNTY | |||||||||||||
| 6125 TULANE DRIVE | CLARKSVILLE | MD | 21029 | 521531329 | 501(C)(3) | $6,000 | $0 | GENERAL ASSISTANCE | |||||
| MARY STAR OF THE SEA HIGH SCHOOL | |||||||||||||
| 2500 N TAPER AVE | SAN PEDRO | CA | 90731 | 952308249 | 501(C)(3) | $10,200 | $0 | GENERAL ASSISTANCE | |||||
| MERCY CHEFS INC | |||||||||||||
| 711 WASHINGTON STREET | PORTSMOUTH | VA | 23704 | 205050449 | 501(C)(3) | $12,000 | $0 | GENERAL ASSISTANCE | |||||
| MESA GRANDE ACADEMY | |||||||||||||
| 975 FREMONT STREET | CALIMESA | CA | 92320 | 270000351 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| MT OLIVE LUTHERAN CHURCH | |||||||||||||
| 1343 OCEAN PARK BLVD | SANTA MONICA | CA | 90405 | 951757256 | 501(C)(3) | $12,000 | $0 | GENERAL ASSISTANCE | |||||
| MURRIETA SPRINGS SEVENTH-DAY ADVENTIST CHRISTIAN CHURCH | |||||||||||||
| PO BOX 159 | WILDOMAR | CA | 92595 | 680538812 | 501(C)(3) | $49,000 | $0 | GENERAL ASSISTANCE | |||||
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | |||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 132654926 | 501(C)(3) | $19,000 | $0 | GENERAL ASSISTANCE | |||||
| NEW COVENANT ACADEMY | |||||||||||||
| 3119 W 6TH STREET | LOS ANGELES | CA | 90020 | 954834735 | 501(C)(3) | $40,000 | $0 | GENERAL ASSISTANCE | |||||
| NORTH CENTRAL TEXAS ACADEMY | |||||||||||||
| 3846 N HWY 144 | GRANBURY | TX | 76048 | 510236530 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| NYKBI INC | |||||||||||||
| 16 W 32ND SREET SUITE 1106 | NEW YORK | NY | 10001 | 843183960 | 501(C)(3) | $12,000 | $0 | GENERAL ASSISTANCE | |||||
| OC RESCUE MISSION | |||||||||||||
| 1 HOPE DRIVE TUSTIN | TUSTIN | CA | 92782 | 952479552 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| ONEOC | |||||||||||||
| 1901 E 4TH STREET SUITE 100 | SANTA ANA | CA | 92705 | 952021700 | 501(C)(3) | $6,500 | $0 | GENERAL ASSISTANCE | |||||
| OPERATION FOR HOPE FOUNDATION | |||||||||||||
| 1140 WALL STREET SUITE 859 | LA JOLLA | CA | 92038 | 262030057 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| PACIFIC LEGAL FOUNDATION | |||||||||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | 942197343 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| PATH OF HOPE FOUNDATION | |||||||||||||
| 200 MERIWETHER BLVD | NASHVILLE | TN | 37221 | 208807382 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| PREGNANCY RESOURCE CENTER - SAN CLEMENTE | |||||||||||||
| 416 AVENDIA DE LA ESTRELLA | SAN CLEMENTE | CA | 92672 | 273302652 | 501(C)(3) | $11,000 | $0 | GENERAL ASSISTANCE | |||||
| PROVERBS 226 | |||||||||||||
| 8163 KENSINGTON DR SUITE C 114 | WAXHAW | NC | 28173 | 454417763 | 501(C)(3) | $6,000 | $0 | GENERAL ASSISTANCE | |||||
| RADY CHILDRENS HOSPITAL AUXILIARY-NCU | |||||||||||||
| 3020 CHILDRENS WAY MC 5005 | SAN DIEGO | CA | 92123 | 330170626 | 501(C)(3) | $8,000 | $0 | GENERAL ASSISTANCE | |||||
| RADY CHILDRENS HOSPITAL FOUNDATION | |||||||||||||
| 3020 CHILDRENS WAY MC 5005 | SAN DIEGO | CA | 92123 | 330170626 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| RONALD MCDONALD HOUSE - LOMA LINDA | |||||||||||||
| 11365 ANDERSON STREET | LOMA LINDA | CA | 92354 | 953167869 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| ROSE COMMUNITY FOUNDATION | |||||||||||||
| 4500 CHERRY CREEK DRIVE SOUTH SUITE | DENVER | CO | 80246 | 840920862 | 501(C)(3) | $95,778 | $0 | GENERAL ASSISTANCE | 900 | ||||
| SADDLEBROOKE COMMUNITY OUTREACHINC | |||||||||||||
| 6 3675 E SADDLEBROOKE BLVD SUITE L | SADDLEBROOKE | AZ | 85739 | 860843458 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| SAFE SURFIN' FOUNDATION | |||||||||||||
| 201 EAST MAIN ST STE 9 | FLOYD | VA | 24091 | 541987271 | 501(C)(3) | $72,500 | $0 | GENERAL ASSISTANCE | |||||
| SAN JUAN CAPISTRANO LITTLE LEAGUE | |||||||||||||
| 56 ALIENTA LANE | RANCHO MISSION VIEJO | CA | 92694 | 237169788 | 501(C)(3) | $6,600 | $0 | GENERAL ASSISTANCE | |||||
| SAN PEDRO ATHLETIC COMPLEX | |||||||||||||
| 941 GATUN STREET | SAN PEDRO | CA | 90731 | 823986938 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| SCHOOL OF DENTISTRY - LLUSD | |||||||||||||
| 11175 MOUNTAIN VIEW AVENUE SUITE A | LOMA LINDA | CA | 92354 | 951816009 | 501(C)(3) | $145,000 | $0 | GENERAL ASSISTANCE | |||||
| SEASUN THEATRE ARTIST GROUP | |||||||||||||
| 2916 FRANCIS AVE | LOS ANGELES | CA | 90005 | 834190434 | 501(C)(3) | $9,000 | $0 | GENERAL ASSISTANCE | |||||
| SECC OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| PO BOX 79990 | RIVERSIDE | CA | 92513 | 951816050 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| SIGMA CHI FOUNDATION | |||||||||||||
| 1714 HINMAN AVENUE | EVANSTON | CA | 60201 | 362208386 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| SOLUTIONS FOR CHANGE | |||||||||||||
| 722 WEST CALIFORNIA AVENUE | VISTA | CA | 92083 | 330902617 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| SOUTH LEE COUNTY VFD | |||||||||||||
| 4240 FM 448 | GIDDINGS | TX | 78942 | 742327462 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| SOUTHERN CALIFORNIA HOSPICE FOUNDATION | |||||||||||||
| 3200 PARK CENTER DR SUITE 1250 | COSTA MESA | CA | 92626 | 043720198 | 501(C)(3) | $7,500 | $0 | GENERAL ASSISTANCE | |||||
| ST JAMES EPISCOPAL SCHOOL | |||||||||||||
| 625 S ST ANDREWS PLACE | LOS ANGELES | CA | 90005 | 952858022 | 501(C)(3) | $25,000 | $0 | GENERAL ASSISTANCE | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $13,000 | $0 | GENERAL ASSISTANCE | |||||
| ST MARY'S ACADEMY | |||||||||||||
| 701 GRACE AVE | INGLEWOOD | CA | 90301 | 952097145 | 501(C)(3) | $37,239 | $0 | GENERAL ASSISTANCE | |||||
| ST PAUL LUTHERAN CHURCH | |||||||||||||
| 1572 CR 211 | GIDDINGS | TX | 78942 | 741255645 | 501(C)(3) | $147,500 | $0 | GENERAL ASSISTANCE | |||||
| THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS | |||||||||||||
| 50 E NORTH TEMPLE ROOM 1521 | SALT LAKE CITY | UT | 84150 | 870234341 | 501(C)(3) | $27,434 | $0 | GENERAL ASSISTANCE | |||||
| THE LOS ANGELES SPORTSWALK OF FAME | |||||||||||||
| 28633 S WESTERN AVE STE 201 | RANCHO PALOS VERDES | CA | 90275 | 300274025 | 501(C)(3) | $25,000 | $0 | GENERAL ASSISTANCE | |||||
| THE MEN'S ACADEMY | |||||||||||||
| 27636 YNEZ ROAD L-7139 | TEMECULA | CA | 92591 | 262651572 | 501(C)(3) | $12,000 | $0 | GENERAL ASSISTANCE | |||||
| THE STANFORD FUND | |||||||||||||
| P O BOX 20466 | STANFORD | CA | 94309 | 941156365 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| TMC FOUNDATION | |||||||||||||
| 5301 EAST GRANT ROAD | TUSCON | AZ | 85712 | 860504015 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| TRUTH & BEAUTY PROJECT | |||||||||||||
| P O BOX 369 | MONTVALE | NJ | 07645 | 843828784 | 501(C)(3) | $10,000 | $0 | GENERAL ASSISTANCE | |||||
| TUNNELS TO TOWERS FOUNDATION | |||||||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | 020554654 | 501(C)(3) | $5,000 | $0 | GENERAL ASSISTANCE | |||||
| US IAS | |||||||||||||
| 4751 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | 521840679 | 501(C)(3) | $31,000 | $0 | GENERAL ASSISTANCE | |||||
| VILLAGE CHRISTIAN SCHOOL | |||||||||||||
| 8930 VILLAGE AVENUE | SUN VALLEY | CA | 91352 | 951971148 | 501(C)(3) | $40,000 | $0 | GENERAL ASSISTANCE | |||||
| VISION 2020 - COUNCILOR'S PROJECT | |||||||||||||
| 11175 MOUNTAIN VIEW AVE SUITE A | LOMA LINDA | CA | 92354 | 953804495 | 501(C)(3) | $25,300 | $0 | GENERAL ASSISTANCE | |||||
| VISION CARE SERVICE WEST | |||||||||||||
| 680 WILSHIRE PLACE SUITE 303 | LOS ANGELES | CA | 90005 | 452994660 | 501(C)(3) | $5,400 | $0 | GENERAL ASSISTANCE | |||||
| DONOR ADVISED CHARITABLE GIVING - ROBERTS | |||||||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | 311640316 | 501(C)(3) | $1,563,621 | $0 | GENERAL ASSISTANCE | |||||
| QIAO YAN AND LILIAN H JIANG CHARITABLE FUND - DAF | |||||||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | 578972640 | 501(C)(3) | $6,460 | $0 | GENERAL ASSISTANCE | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 69 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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 DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FAMILY OFFICE LAW LLP | |||
| ENTITY MORE THAN 35% OWNED BY CURRENT DIRECTOR | $149,857 | LEGAL FEES FOR CLLC'S | 0 |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION INC | |||
| ENTITY MORE THAN 35% OWNED BY CURRENT DIRECTOR | $206,389 | PORTFOILIO ASSET MANAGEMENT | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 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 12C | THE BOARD OF DIRECTORS REVIEWS AND SIGNS AN ANNUAL CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ALL OF THE DOCUMENTS AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ACCOUNTING ERROR CORR 2023 DISTRIBUTION OF CORDOVA HOLDINGS AND HERITAGE 1,925,218. BOOK ADJUSTMENT ACCOUNTS RECEIVABLE TO MATCH WITH 2024 AGING SUMMARY REPORT 203,216. ADJUSTMENT IN UNREALIZED GAIN IN VALUATION OF LLCS RETURNED TO DONORS -6,554,051. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ABENDROTH LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 472560455 | INVESTMENT MANAGEMENT | NV | $39,074 | $1,915,019 | FAMILY OFFICE FOUNDATION |
| ALKO SANTRAM LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 814706045 | INVESTMENT MANAGEMENT | WY | $57,303 | $1,013,797 | FAMILY OFFICE FOUNDATION |
| ANASUYA AND P CHANDRASHEKAR FAMILY FOUNDATION LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 844058396 | INVESTMENT MANAGEMENT | WY | $62,724 | $873,998 | FAMILY OFFICE FOUNDATION |
| CORDOVA LEGACY LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 823811081 | INVESTMENT MANAGEMENT | WY | -$40,429 | $0 | FAMILY OFFICE FOUNDATION |
| DONGURI LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 810869106 | INVESTMENT MANAGEMENT | WY | -$46,608 | $1,276,733 | FAMILY OFFICE FOUNDATION |
| GALAXY COWBOY LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 472574854 | INVESTMENT MANAGEMENT | NV | $64,374 | $2,263,225 | FAMILY OFFICE FOUNDATION |
| OLVEL LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 844036000 | INVESTMENT MANAGEMENT | WY | $17,468 | $1,132,033 | FAMILY OFFICE FOUNDATION |
| SHAZAM LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 472644122 | INVESTMENT MANAGEMENT | NV | $6,549 | $171,811 | FAMILY OFFICE FOUNDATION |
| SHORELINE BRANHAM LLC | |||||||||
| 650 TOWN CENTER DRIVE 890 | COSTA MESA | CA | 92626 | 810881410 | INVESTMENT MANAGEMENT | NV | $11,106 | $568,076 | FAMILY OFFICE FOUNDATION |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMAYZING LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 842710465 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $9,995 | $1,398,492 | 0 | 0 | 0.99000 |
| ASAR LEGACY LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 462705851 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$12,200 | $309,757 | 0 | 0 | 0.99000 |
| ASK SEEK KNOCK LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 823621095 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $315,221 | $2,851,496 | 0 | 0 | 0.99000 |
| BRADBURY HERITAGE LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 814541484 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$36,295 | $2,018,561 | 0 | 0 | 0.99000 |
| BROFFT BENEVOLENCE FUND LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 472675810 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $5,610 | $382,784 | 0 | 0 | 0.99000 |
| CHANDRASHEKAR FAMILY FOUNDATION LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 814759567 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $38,114 | $461,263 | 0 | 0 | 0.99000 |
| CHHOGORI LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 814759567 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $15,019 | $314,919 | 0 | 0 | 0.99000 |
| CORDOVA HERITAGE LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 823792621 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$14,201 | $1,079,786 | 0 | 0 | 0.99000 |
| DARNELS LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 474996972 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $511,332 | $3,904,803 | 0 | 0 | 0.99000 |
| DODDANNA KRISHNA LEGACY LLC | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 832819888 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$9,764 | $436,140 | 0 | 0 | 0.99000 |
| DOROTHEA ENTERPRISES LLC | |||||||||||||
| 1874 DOROTHEA ROAD | LA HABRA HGTS | CA | 90631 | 471486920 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $185,679 | $1,387 | 0 | 0 | 0.49000 |
| FOREVER 4 LLC | |||||||||||||
| 10835 WICKS ST | SHADOW HILLS | CA | 91040 | 832772000 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $87,362 | $4,312,379 | 0 | 0 | 0.99000 |
| GILLIAM FAMILY CHARITABLE COMPANY LLC | |||||||||||||
| 4508 UNITY CIRCLE | AUSTIN | TX | 78733 | 823465422 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $221,048 | $1,585,289 | 0 | 0 | 0.99000 |
| HARTIN HERITAGE LLC | |||||||||||||
| 3895 N WHIPTAIL WASH | TUCSON | AZ | 85749 | 814638242 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $7,200 | $854,326 | 0 | 0 | 0.99000 |
| HERITAGE HAUS LLC | |||||||||||||
| 3 CALLE DE LA LUNA | SAN CLEMENTE | CA | 92673 | 464136474 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $26,632 | $609,713 | 0 | 0 | 0.99000 |
| HERRON HERITAGE LLC | |||||||||||||
| 1767 E BIRCH ROAD | CORTLAND | NE | 68331 | 814760145 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $111,552 | $2,121,592 | 0 | 0 | 0.99000 |
| JK1 LLC | |||||||||||||
| 3785 WILSHIRE BLVD APT PH5 | LOS ANGELES | CA | 90010 | 832772234 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $43,683 | $1,253,542 | 0 | 0 | 0.99000 |
| JUNG & C LLC | |||||||||||||
| 211 W ELM CT 4D | LOS ANGELES | CA | 90067 | 823584196 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$39,565 | $2,683,425 | 0 | 0 | 0.99000 |
| JWP NOTW LLC | |||||||||||||
| 33 DEL CAMBREA | IRVINE | CA | 92714 | 463881700 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $18,562 | $668,504 | 0 | 0 | 0.99000 |
| KAM TAM LEGACY LLC | |||||||||||||
| 2857 MAGNOLIA BLVD W | SEATTLE | WA | 98199 | 844036327 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $414,090 | $1,069,447 | 0 | 0 | 0.99000 |
| KUNIHIRA LEGACY LLC | |||||||||||||
| 25522 ALLEN WAY | LOMA LINDA | CA | 923543736 | 475377524 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$4,705,654 | $3,721,500 | 0 | 0 | 0.99000 |
| KVR HERITAGE LLC | |||||||||||||
| 8 DELPHINIUS | IRVINE | CA | 926035705 | 465059380 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | -$47,149 | $1,359,825 | 0 | 0 | 0.99000 |
| LACHINA HERITAGE LLC | |||||||||||||
| 11476 CULEBRA | CYPRESS | CA | 90630 | 463819258 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $38,038 | $1,423,561 | 0 | 0 | 0.99000 |
| LEGADO DE ALAJUELA LLC | |||||||||||||
| 209 KELLOG AVENUE | FULLERTON | CA | 92833 | 814705831 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$43,006 | $423,908 | 0 | 0 | 0.99000 |
| LEVLO LEGACY LLC | |||||||||||||
| 29911 NIGUEL ROAD 7238 | LAGUNA NIGUEL | CA | 92607 | 810830775 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $195,581 | $3,906,700 | 0 | 0 | 0.99000 |
| MAD HERITAGE LLC | |||||||||||||
| 928 AVENIDA PRESIDIO | SAN CLEMENTE | CA | 92672 | 472596110 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $845,946 | $5,483,380 | 0 | 0 | 0.99000 |
| MCGRATH LEGACY LLC | |||||||||||||
| 690 MAIN ST 1190 | SAFETY HARBOR | FL | 34695 | 832820283 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$9,100 | $265,683 | 0 | 0 | 0.99000 |
| MITCHELL LEGACY LLC | |||||||||||||
| 6095 W HOOVER LANE | LITTLETON | CO | 80123 | 810890280 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $45,117 | $934,027 | 0 | 0 | 0.99000 |
| MITSCHKE LEGACY LLC | |||||||||||||
| 1314 PRIVATE ROAD 2131 | GIDDINGS | TX | 78942 | 823465359 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $71,733 | $3,154,813 | 0 | 0 | 0.99000 |
| MURRAY LEGACY LLC | |||||||||||||
| 61072 EAST ARBOR BASIN ROAD | ORACLE | AZ | 85623 | 823741036 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $9,007 | $558,102 | 0 | 0 | 0.99000 |
| NEPTUNE-BELL FAMILY FOUNDATION LLC | |||||||||||||
| 1642 FINECROFT DRIVE | CLAREMONT | CA | 91711 | 474174627 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$6,754 | $247,929 | 0 | 0 | 0.99000 |
| OMG CHARITY LLC | |||||||||||||
| 2505 ROSEMARY COURT | ENCINITAS | CA | 92024 | 472609454 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | -$321,915 | $2,064,942 | 0 | 0 | 0.99000 |
| PEDERSEN LEGACY LLC | |||||||||||||
| 18 LA VISTA VERDE DRIVE | RANCHO PALOS VERDES | CA | 902756345 | 814731933 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $116,333 | $2,997,125 | 0 | 0 | 0.99000 |
| PROJECT AWARENESS LLC | |||||||||||||
| 2836 S 2300 E CIRCLE | ST GEORGE | UT | 84790 | 810880468 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $40,570 | $497,844 | 0 | 0 | 0.99000 |
| PUTNAM PHILANTHROPIC FOUNDATION LLC | |||||||||||||
| 5068 BREEDERS CUP CIRCLE | LIBERTY TOWNSHIP | OH | 45011 | 472675447 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $8,929 | $568,153 | 0 | 0 | 0.99000 |
| ROBERSON LEGACY LLC | |||||||||||||
| 104 NINE BARK WAY | SUNSET | SC | 296852316 | 810827304 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$931,330 | $6,242,525 | 0 | 0 | 0.99000 |
| SMITH FAMILY FOUNDATION LLC | |||||||||||||
| 24822 SAUCO | MISSION VIEJO | CA | 926922629 | 812047451 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $5,464 | $1,061,112 | 0 | 0 | 0.99000 |
| SPARKY'S ANGELS LLC | |||||||||||||
| 27453 ORTEGA HWY | SAN JUAN CAPISTRANO | CA | 92675 | 471710081 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | -$4,842 | $320,411 | 0 | 0 | 0.99000 |
| STEPHANIAN HERITAGE LLC | |||||||||||||
| 5131 PEBBLEBROOK DRIVE | DALLAS | TX | 75229 | 810857466 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $232,643 | $6,228,414 | 0 | 0 | 0.99000 |
| STEWARD HERITAGE LLC | |||||||||||||
| 825 STONEWALL RIDGE LANE | AUSTIN | TX | 78746 | 823465474 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$48,230 | $1,928,458 | 0 | 0 | 0.99000 |
| TATEVOSSIAN HERITAGE LLC | |||||||||||||
| 4377 COMMONWEALTH AVENUE | LA CANADA FLINTRIDGE | CA | 91011 | 813245075 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$46,144 | $840,857 | 0 | 0 | 0.99000 |
| THE J & M CHRISPENS FAMILY LEGACY LLC | |||||||||||||
| 13194 OAK CREST DRIVE | YUCAIPA | CA | 92399 | 832772437 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $129,773 | $3,047,236 | 0 | 0 | 0.99000 |
| THIRKETTLE HERITAGE LLC | |||||||||||||
| 11355 ESTATE COURT | RIVERSIDE | CA | 92503 | 813503101 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $72,906 | $1,981,087 | 0 | 0 | 0.99000 |
| THOUSAND HILLS FOUNDATION LLC | |||||||||||||
| 2287 NW LAKESIDE PLACE | BEND | OR | 97703 | 823792786 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $106,341 | $3,549,459 | 0 | 0 | 0.99000 |
| TKLVN LLC | |||||||||||||
| 13841 A BETTER WAY 10-C | GARDEN GROVE | CA | 92743 | 320426914 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $46,594 | $688,213 | 0 | 0 | 0.99000 |
| WTS HERITAGE LLC | |||||||||||||
| 5900 RIVERVIEW BLVD | BRADENTON | FL | 34209 | 810694240 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$70,135 | $292,973 | 0 | 0 | 0.40000 |
| WW LEGACY LLC | |||||||||||||
| 2610 E CEDAR AVENUE | DENVER | CO | 80209 | 823756841 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $950,657 | $6,384,462 | 0 | 0 | 0.99000 |
| Y3 LEGACY LLC | |||||||||||||
| 29216 GOLDEN MEADOW DRIVE | RANCHO PALOS VERDES | CA | 90275 | 823740989 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | $94,067 | $491,052 | 0 | 0 | 0.99000 |
| YAN HERITAGE LLC | |||||||||||||
| 2833 RAINFIELD AVENUE | WESTLAKE VILLAGE | CA | 913625154 | 832872677 | INVESTMENT MANAGEMENT | WY | FAMILY OFFICE FOUNDATION | INVESTMENT | -$176,267 | $313,117 | 0 | 0 | 0.99000 |
| VOORHEES INTELLECTUAL PROPERTY (VIP) | |||||||||||||
| 650 TOWN CENTER DRIVE SUITE 890 | COSTA MESA | CA | 92626 | 262454985 | INVESTMENT MANAGEMENT | NV | FAMILY OFFICE FOUNDATION | INVESTMENT | $3,914 | $113,849 | 0 | 0 | 0.99000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |