J STANLEY AND MARY W JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J STANLEY AND MARY W JOHNSON FAMILY FOUNDATION (EIN 33-0809657)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202543029349101319
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T16:56:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953288054 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FORD YOUNG & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16140 SAND CANYON AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330809657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J STANLEY & MARY W JOHNSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JSTA | BusinessNameControlTxt |
| Phone | 9496451422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2280 UNIVERSITY DRIVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926603327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD P JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9496451422 | PhoneNum |
| Signature | 2025-10-28 | 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 | RYAN WORKING CPA | PreparerPersonNm |
| PTIN | P00892285 | PTIN |
| Phone | 9499102727 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,077,407 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $484 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $484 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $280,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,865,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,535,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,865,143 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,146,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,138,841 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,673 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,911 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,459 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,282 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $802,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $802,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $939,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,282 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $809,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,206,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,037,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $537,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $734,038 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $734,038 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,958,730 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,107,842 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,343,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,496,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,841,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,077,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,496,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,841,880 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,496,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,841,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,496,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,841,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,496,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,206,306 | ExcessRevenueOverExpensesAmt |
| Other Increases | $139,373 | OtherIncreasesAmt |
| Subtotal | $9,841,880 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,841,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GROUP | P | 2024-01-01 | 2024-12-31 | $1,520,135 | $1,562,837 | -$42,702 | -$42,702 |
| CAPITAL GROUP | P | 2024-01-01 | 2024-12-31 | $2,046,962 | $1,473,718 | $573,244 | $573,244 |
| CAPITAL GROUP | P | 2024-01-01 | 2024-12-31 | $1,967,341 | $634,190 | $1,333,151 | $1,333,151 |
| CAPITAL GROUP | P | 2024-01-01 | 2024-12-31 | $1,342 | $1,342 | $1,342 | |
| CAPITAL GAINS DIVIDENDS | P | $108 | $108 | $108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,865,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,621 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,621 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $317 | EsPenaltyAmt |
| Tax Due | $18 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD P JOHNSON | IndividualWithBooksNm |
| Phone | 9496541422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2280 UNIVERSITY DRIVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD JOHNSON | ||||||||
| 2280 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT JOHNSON | ||||||||
| 2280 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | SEC-TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH JOHNSON | ||||||||
| 2280 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,359,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $977,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,336,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,336,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $290,055 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,046,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $952,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $952,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,322 | TotalTaxAmt |
| Distributable Before Adj | $924,025 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $924,025 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $924,025 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $809,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $809,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $924,025 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $789,266 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $809,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $789,266 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $904,266 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE ARTHRITIS FOUNDATION | ||||||||
| PO BOX 96280 | WASHINGTON | DC | 98225 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 1801 EAST EDINER AVE | SANTA ANA | CA | 92705 | N/A | PC | GENERAL OPERATIONS | $15,000 | |
| CALTROUT | ||||||||
| 435 PACIFIC AVE | SAN FRANCISCO | CA | 94133 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| CATALINA ISLAND CONSERVANCY | ||||||||
| 320 GOLDEN SHORE | LONG BEACH | CA | 90802 | N/A | PC | GENERAL OPERATIONS | $500 | |
| CIELO | ||||||||
| 1515 17TH STREET | SANTA ANA | CA | 92706 | N/A | PC | GENERAL OPERATIONS | $25,000 | |
| CLAREMONT MCKENNA COLLEGE | ||||||||
| 400 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | N/A | PC | GENERAL OPERATIONS | $92,000 | |
| CLASSICAL KUSC | ||||||||
| BOX 80354 | LOS ANGELES | CA | 90015 | N/A | PC | GENERAL OPERATIONS | $2,000 | |
| COLLEGE OF ST SCHOLASTICA | ||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | N/A | PC | GENERAL OPERATIONS | $6,000 | |
| COURT APPOINTED SPECIAL ADVOCATE | ||||||||
| 765 THE CITY DRIVE SOUTH SUITE 300 | ORANGE | CA | 92868 | N/A | PC | GENERAL OPERATIONS | $16,000 | |
| CRYSTAL COVE CONSERVANCY | ||||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | N/A | PC | GENERAL OPERATIONS | $2,000 | |
| DOCTORS WITHOUT BOARDERS USA | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL OPERATIONS | $40,000 | |
| FRIENDSHIP SHELTER | ||||||||
| PO BOX 4252 | LAGUNA BEACH | CA | 92652 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| HARVARD BUSINESS SCHOOL FUND | ||||||||
| 124 MOUNT AUBUS STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATIONS | $2,500 | |
| HIGH SCHOOL INC ACADEMIES FOUNDATION | ||||||||
| 18017 SKY PARK CIRCLE | IRVINE | CA | 92614 | N/A | PC | GENERAL OPERATIONS | $7,000 | |
| HOAG HOSPITAL FOUNDATION | ||||||||
| 330 PLACENTA AVE SUITE 100 | NEWPORT BEACH | CA | 92663 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| HOPE BUILDERS | ||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92706 | N/A | PC | GENERAL OPERATIONS | $7,000 | |
| ILLUMINATION FOUNDATION | ||||||||
| 2871 PULLMAN STREET | SANTA ANA | CA | 92705 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| KIDWORKS | ||||||||
| 1902 WEST CHESTNUT AVE | SANTA ANA | CA | 92703 | N/A | PC | GENERAL OPERATIONS | $15,000 | |
| LAGUNA PLAYHOUSE | ||||||||
| 606 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | N/A | PC | GENERAL OPERATIONS | $500 | |
| LAGUNA ART MUSEUM | ||||||||
| 307 CLIFF DRIVE | LAGUNA BEACH | CA | 92651 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| LAGUNA FOOD PANTRY | ||||||||
| 20652 LAGUNA CANYON ROAD UNIT B | LAGUNA BEACH | CA | 92651 | N/A | PC | GENERAL OPERATIONS | $3,000 | |
| LEWIS & CLARK COLLEGE | ||||||||
| 615 SOUTH PALATINE HILL ROAD | PORTLAND | OR | 97219 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| MIDLAND SCHOOL | ||||||||
| 5100 FIGUEROA MOUNTAIN ROAD | LOS OLIVOS | CA | 93441 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| MUSEUM OF CONTEMPORARY ART SAN DIEGO | ||||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| NEWPORT BAY CONSERVANCY | ||||||||
| 2301 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | N/A | PC | GENERAL OPERATIONS | $500 | |
| OCEANNA | ||||||||
| 1025 CONNECTICUT AVE SUITE 200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||||
| 19200 VON KARMAN AVE SUITE 700 | IRVINE | CA | 92612 | N/A | PC | GENERAL OPERATIONS | $39,500 | |
| PHILHARMONIC SOCIETY OF ORANGE COUNTY | ||||||||
| 1124 MAIN STREET SUITE B | IRVINE | CA | 92614 | N/A | PC | GENERAL OPERATIONS | $500 | |
| PLANNED PARENTHOOD OF ORANGE AND SAN BERNARDINO COUNTIES | ||||||||
| 501 EAST KATELLA AVENUE | ANAHEIM | CA | 92805 | N/A | PC | GENERAL OPERATIONS | $100,000 | |
| SALLY'S FUND | ||||||||
| 380 THIRD STREET | LAGUNA BEACH | CA | 92651 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| SCRIPPS COLLEGE | ||||||||
| 1030 CLUMBIA AVENUE | CLAREMONT | CA | 91711 | N/A | PC | GENERAL OPERATIONS | $40,000 | |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | ||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | N/A | PC | GENERAL OPERATIONS | $3,000 | |
| SHARE OURSELVES | ||||||||
| 1550 SUPERIOR AVENUE | COSTA MESA | CA | 92627 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | GENERAL OPERATIONS | $1,000 | |
| THE STANFORD FUND | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | GENERAL OPERATIONS | $6,000 | |
| THE TEEN PROJECT INC | ||||||||
| 8140 SUNLAND BOULEVARD | SUN VALLEY | CA | 91352 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| THE THACHER SCHOOL | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | PC | GENERAL OPERATIONS | $25,000 | |
| THE WOODEN FLOOR | ||||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| THE YOSEMITE FOUNDATION | ||||||||
| 101 MONTGOMERY ST | SAN FRN | CA | 94104 | N/A | PC | GENERAL OPERATIONS | $1,000 | |
| TROUT UNLIMITTED | ||||||||
| 3154 GLENDALE BLVD | LOS ANGELES | CA | 90039 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| UCI INSTITUTE AND MUSEUM OF CALIF ART | ||||||||
| 18881 VON KARMAN AVE SUITE 100 | IRVINE | CA | 92612 | N/A | PC | GENERAL OPERATIONS | $3,000 | |
| UCI MIND INST FOR MEMORY IMPAIRMENTS | ||||||||
| 1100 GOTTSCHALK MEDICAL PLAZA | IRVINE | CA | 92697 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| UNIVERSITY OF MINN FDN - SCHOOL OF NURSING | ||||||||
| 308 HARVARD STREET SE | MINNEAPOLIS | MN | 55455 | N/A | PC | GENERAL OPERATIONS | $4,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATIONS | $45,000 | FLOOR |
| WORLD FOOD PROGRAM | ||||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATIONS | $40,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | GENERAL OPERATIONS | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $802,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,865,143 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,146,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,146,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,825 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (105 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBOTT LABS COM | AT COST | $198,654 | $250,539 |
| ABBVIE INC COM | AT COST | $148,407 | $171,836 |
| ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 | AT COST | $208,601 | $222,683 |
| AIRBUS GROUP ADR NCE & SPACE CO ISIN#US0092791005 | AT COST | $42,257 | $100,583 |
| ALNYLAM PHARMACEUTICALS INC COM | AT COST | $36,544 | $52,004 |
| ALPHABET INC CAP STK CL C | AT COST | $409,400 | $932,966 |
| ALPHABET INC CL A | AT COST | $344 | $10,222 |
| AMAZON COM INC COM | AT COST | $393,327 | $661,461 |
| AMETEK INC NEW COM | AT COST | $68,707 | $140,062 |
| AMGEN INC COM | AT COST | $71,384 | $63,857 |
| ANALOG DEVICES INC COM | AT COST | $61,271 | $77,335 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | AT COST | $54,327 | $49,669 |
| AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54 | AT COST | $7,259 | $53,156 |
| APPLE INC COM | AT COST | $108,508 | $706,685 |
| APPLIED MATLS INC COM | AT COST | $75,645 | $76,761 |
| ARAMARK COM | AT COST | $35,833 | $50,630 |
| ASML HLDG N V N Y REGISTRY SHS NEW 2012 | AT COST | $12,555 | $85,249 |
| ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 | AT COST | $64,285 | $128,550 |
| ATI INC COM | AT COST | $108,092 | $105,897 |
| ATLASSIAN CORP CL A | AT COST | $156,927 | $223,179 |
| BRISTOL MYERS SQUIBB CO COM | AT COST | $50,173 | $53,280 |
| BROADCOM INC COM | AT COST | $124,255 | $1,379,448 |
| BURLINGTON STORES INC COM | AT COST | $34,081 | $80,102 |
| CAPITAL ONE FINL CORP COM | AT COST | $58,876 | $78,282 |
| CARRIER GLOBAL CORP COM | AT COST | $100,126 | $154,472 |
| CENTERPOINT ENERGY INC COM | AT COST | $55,449 | $78,437 |
| CHARTER COMMUNICATIONS INC NEW CL A | AT COST | $65,416 | $120,312 |
| CHIPOTLE MEXICAN GRILL INC COM | AT COST | $46,311 | $299,269 |
| CHURCH & DWIGHT INC COM | AT COST | $96,840 | $112,249 |
| COMCAST CORP NEW CL A | AT COST | $44,053 | $133,419 |
| CONOCOPHILLIPS COM | AT COST | $109,475 | $230,868 |
| CONSTELLATION ENERGY CORP COM | AT COST | $221,093 | $489,925 |
| CSX CORP COM | AT COST | $27,238 | $53,730 |
| DANAHER CORP COM | AT COST | $65,484 | $232,993 |
| DARDEN RESTAURANTS INC COM | AT COST | $14,508 | $46,299 |
| DISCOVER FINL SVCS COM | AT COST | $50,370 | $70,851 |
| EDISON INTL COM | AT COST | $63,864 | $75,209 |
| ELECTRONIC ARTS INC COM | AT COST | $73,219 | $91,145 |
| ELEVANCE HEALTH INC COM | AT COST | $107,598 | $121,368 |
| ENTERGY CORP NEW COM | AT COST | $88,738 | $130,259 |
| EQUIFAX INC COM | AT COST | $74,856 | $78,494 |
| EQUINIX INC COM PAR $0 001 | AT COST | $39,121 | $91,460 |
| EXXON MOBIL CORP COM | AT COST | $65,937 | $71,534 |
| FEDEX CORP COM | AT COST | $127,340 | $141,228 |
| GALLAGHER ARTHUR J & CO COM | AT COST | $61,357 | $154,414 |
| GE VERNOVA INC COM | AT COST | $148,928 | $204,266 |
| GENERAL ELEC CO COM NEW | AT COST | $79,891 | $154,614 |
| HEICO CORP NEW CL A | AT COST | $15,045 | $27,912 |
| HEICO CORP NEW COM | AT COST | $9,612 | $32,570 |
| HENRY JACK & ASSOC INC COM | AT COST | $18,234 | $96,766 |
| HILTON WORLDWIDE HLDGS INC COM NEW | AT COST | $92,271 | $169,552 |
| INGERSOLL RAND INC COM | AT COST | $190,620 | $192,408 |
| ITT INC COM | AT COST | $78,504 | $121,734 |
| JPMORGAN CHASE & CO COM | AT COST | $42,021 | $343,984 |
| KKR & CO INC COM | AT COST | $46,376 | $98,952 |
| KLA CORP COM | AT COST | $127,750 | $281,034 |
| LILLY ELI & CO COM | AT COST | $23,891 | $213,844 |
| LINDE PLC NEW SHS ISIN#IE000S9YS762 | AT COST | $211,178 | $353,776 |
| MARRIOTT INTL INC NEW CL A | AT COST | $56,040 | $76,709 |
| MARSH & MCLENNAN COS INC COM | AT COST | $78,868 | $562,674 |
| MASTERCARD INC CL A | AT COST | $50,306 | $70,034 |
| META PLATFORMS INC CL A | AT COST | $259,183 | $427,422 |
| MICRON TECHNOLOGY INC COM | AT COST | $61,835 | $76,081 |
| MICROSOFT CORP COM | AT COST | $140,364 | $1,291,898 |
| MONDELEZ INTL INC CL A | AT COST | $33,922 | $44,200 |
| MORGAN STANLEY COM NEW | AT COST | $71,293 | $102,462 |
| MSCI INC COM | AT COST | $20,061 | $66,601 |
| NETFLIX INC COM | AT COST | $73,727 | $71,306 |
| NORTHROP GRUMMAN CORP COM | AT COST | $58,498 | $133,278 |
| NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR | AT COST | $65,289 | $121,374 |
| NVIDIA CORP COM | AT COST | $72,283 | $111,729 |
| PG&E CORP COM | AT COST | $56,925 | $74,262 |
| PHILIP MORRIS INTL INC COM | AT COST | $153,213 | $256,105 |
| PNC FINL SVCS GROUP INC COM | AT COST | $135,264 | $191,307 |
| PROGRESSIVE CORP OH COM | AT COST | $59,240 | $116,450 |
| REGENERON PHARMACEUTICALS INC COM | AT COST | $217,504 | $204,439 |
| ROYAL CARIBBEAN GROUP ISIN#LR0008862868 | AT COST | $135,703 | $207,160 |
| RTX CORP COM | AT COST | $82,543 | $135,161 |
| S&P GLOBAL INC COM | AT COST | $74,348 | $85,163 |
| SAFRAN S A ADR ISIN#US7865841024 | AT COST | $62,348 | $72,812 |
| SAIA INC COM | AT COST | $30,254 | $31,901 |
| SALESFORCE INC COM | AT COST | $216,530 | $316,276 |
| SAREPTA THERAPEUTICS INC COM | AT COST | $25,573 | $28,209 |
| SEMPRA COM | AT COST | $56,989 | $107,106 |
| SERVICENOW INC COM | AT COST | $164,201 | $338,178 |
| SHERWIN-WILLIAMS CO COM | AT COST | $20,183 | $76,144 |
| STATE STR CORP COM | AT COST | $72,192 | $108,063 |
| TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 | AT COST | $53,013 | $56,087 |
| TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM | AT COST | $65,563 | $103,453 |
| TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076 | AT COST | $52,948 | $73,605 |
| TEXAS INSTRS INC COM | AT COST | $54,653 | $58,503 |
| TJX COS INC NEW COM | AT COST | $73,182 | $95,440 |
| TOAST INC CL A | AT COST | $81,918 | $138,218 |
| TRACTOR SUPPLY CO COM | AT COST | $110,065 | $136,630 |
| TRANSDIGM GROUP INC COM | AT COST | $31,005 | $216,705 |
| TRUIST FINL CORP COM | AT COST | $130,219 | $140,464 |
| UNION PAC CORP COM | AT COST | $37,243 | $36,942 |
| UNITED AIRLS HLDGS INC COM | AT COST | $66,909 | $142,154 |
| UNITEDHEALTH GROUP INC COM | AT COST | $104,898 | $281,764 |
| VERALTO CORP COM | AT COST | $46,496 | $59,990 |
| VISA INC COM CL A | AT COST | $106,204 | $678,854 |
| WASTE CONNECTIONS INC COM ISIN#CA94106B1013 | AT COST | $84,626 | $332,344 |
| WELLS FARGO & CO NEW COM | AT COST | $66,443 | $116,669 |
| WELLTOWER INC COM | AT COST | $101,729 | $100,572 |
| YUM BRANDS INC COM | AT COST | $23,623 | $46,688 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $150 | $150 | $0 |
| CA FILING FEE | $200 | $0 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $139,373 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $98,673 | Amt |
| Net Investment Income | $98,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $29,452 | $0 | $0 |
| FOREIGN TAX | $2,459 | $2,459 | $0 |