2025-11-17T18:17:30-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 4365 EXECUTIVE DRIVE 1600 SAN DIEGO CA 92121 990PF 2024-01-01 843696962 LAURIE C MCGRATH FOUNDATION LAUR 8589446990 4855 RUFFNER STREET SUITE B SAN DIEGO CA 92111 LAURIE C MCGRATH PRESIDENT 8582926000 2025-11-17 1 0 KELLEY L STEVENS P01538675 8585357200 2025-11-17 2024 2025-03-06 01:10:19Z X 69290366 X 1121785 X 263647 263647 1608657 1608657 -818523 8815317 0 2175566 1872304 0 0 0 311 0 311 2998 1499 1499 239440 239440 0 3186 3683 0 59248 0 59248 20048 0 20048 325231 244622 81106 2823688 2823688 3148919 244622 2904794 -973353 1627682 114950 77227 77227 4071944 3500825 3500825 7530 7073200 7709431 7260220 39375416 41289458 50496625 5346099 4298260 4060539 5219353 4219353 3894930 61208492 61094554 69290366 0 0 X 0 0 0 0 61208492 61094554 61208492 61094554 61208492 61094554 61208492 -973353 859420 61094559 5 61094554 CITY NATIONAL BANK 48557010 2024-01-01 2024-12-31 416063 441930 -25867 -25867 CITY NATIONAL BANK 48557010 2023-01-01 2024-12-31 4388697 4604596 -215899 -215899 CITY NATIONAL BANK 48557020 2024-01-01 2024-12-31 327041 497181 -170140 -170140 CITY NATIONAL BANK 48557020 2023-01-01 2024-12-31 3683516 4071330 -387814 -387814 CITY NATIONAL BANK 2023-01-01 2024-12-31 18803 -18803 -18803 -818523 22625 0 22625 0 22625 22252 0 0 0 22252 0 373 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A LAURIE C MCGRATH FOUNDATION 8589446990 4855 RUFFNER STREET STE B SAN DIEGO CA 92111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAURIE C MCGRATH 4855 RUFFNER STREET STE B SAN DIEGO CA 92111 PRESIDENT, DIRECTOR, SECRETARY 0.50 0 0 0 EDWARD A MENDIS 4855 RUFFNER STREET STE B SAN DIEGO CA 92111 CHIEF FINANCIAL OFFICER 0.50 0 0 0 NONE 0 CITY NATIONAL BANK 4275 EXECUTIVE SQUARE DRIVE SUITE 750 LA JOLLA CA 92037 INVESTMENT MANAGEMENT 239440 0 0 66053762 98432 0 66152194 0 0 66152194 992283 65159911 3257996 3257996 22625 22625 3235371 0 3235371 0 3235371 2904794 0 2904794 3235371 2731210 0 0 2904794 2731210 0 0 173584 0 0 0 0 0 0 0 0 3061787 0 0 0 LAURIE C MCGRATH X ABORTION CARE NETWORK 1300 I STREET NW SUITE 400E WASHINGTON DC 20005 NONE PC ASSISTANCE WITH ACCESS TO ABORTION & CHOICE BY DONATION OF 1,915 SHARES OF EMERSON ELECTRIC ON 12/12/24 (BOOK VALUE OF $176,685 - ORIGINAL COST METHOD, FMV OF $251,104 - HI/LOW METHOD) 251104 ANIMALS ASIACAF AMERICA 300 BROADWAY SUITE 32 SAN FRANCISCO CA 94133 NONE PC ASSISTANCE OF ANIMAL SANCTUARY BY DONATION OF 500 SHARES OF CONOCO PHILIPS ON 12/12/24 (BOOK VALUE OF $30,657 - ORIGINAL COST METHOD, FMV OF $50873 - HI/LOW METHOD) 50873 ANMIAL RECOVERY MISSION PO BOX 881805 PORT ST LUCIE FL 34988 NONE PC ELIMINATING EXTREME ANIMAL CRUELTY 5000 ARM SANCTUARY INC PO BOX 403344 MIAMI BEACH FL 33140 NONE PC ANIMAL SANCTUARY 10000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 NONE PC ASSITANCE WITH ANIMAL SANCTURAY BY DONATION OF 485 SHARES OF CONOCO PHILIPS ON 12/9/24 (BOOK VALUE OF $28,899 - ORIGINAL COST METHOD, FMV OF $50,423 - HI/LOW METHOD) 50423 BLACK WOMEN FOR WELLNESS PO BOX 292516 LOS ANGELES CA 90029 NONE PC ASSISTANCE WITH PRO-CHOICE AND WOMEN HEALTH BY DONATION OF 1,910 SHARES OF EMERSON ELECTRIC ON 12/13/24 (BOOK VALUE OF $169,571 - ORIGINAL COST METHOD, FMV OF $249,818 - HI/LOW METHOD) 249818 BOYS AND GIRLS CLUB OF EAST COUNTY 8820 TAMBERLY WAY SANTEE CA 92071 NONE PC AFTER SCHOOL PROGRAMS 10000 CENTER FOR A HUMANE ECONOMY 611 PENNSYLVANIA AVE SE 136 WASHINGTON DC 20003 NONE PC ASSISTANCE TO END ANIMAL TESTING BY DONATION OF 970 SHARES OF CONOCO PHILLIPS ON 12/9/24 (BOOK VALUE OF $54,507 - ORIGINAL COST METHOD, FMV OF $100,846 - HI/LOW METHOD) 100846 CENTER FOR GREAT APES PO BOX 488 WAUCHULA FL 33873 NONE PC ASSISTANCE OF ANIMAL SANCTUARY BY DONATION OF 325 SHARES OF MARATHON PETROLEUM CORP ON 12/10/24 (BOOK VALUE OF $20,970 - ORIGINAL COST METHOD, FMV OF $49329 - HI/LOW METHOD) 49329 CHIMP HAVEN 13600 CHIMPANZEE PLACE KEITHVILLE LA 71047 NONE PC ASSISTANCE OF ANIMAL SANCTUARY BY DONATION OF 575 SHARES OF CONOCO PHILIPS ON 12/9/24 (BOOK VALUE OF $33,441 - ORIGINAL COST METHOD, FMV OF $59,780 - HI/LOW METHOD) 59780 CHIMP HAVEN 13600 CHIMPANZEE PLACE KEITHVILLE LA 71047 NONE PC ASSISTANCE OF ANIMAL SANCTUARY BY DONATION OF 660 SHARES OF MARATHON PETROLEUM ON 12/9/24 (BOOK VALUE OF $41,800 - ORIGINAL COST METHOD, FMV OF $101399 - HI/LOW METHOD) 101399 EAST COUNTY ANIMAL RESCUE PO BOX 1754 EL CAJON CA 92022 NONE PC ANIMAL RESCUE AND SHELTER 5000 FARM SANCTUARY 3100 AIKENS ROAD WATKINS GLEN NY 14891 NONE PC ANIMAL RESCUE AND SANCTUARY 15000 FERAL CAT COALITION 9528 MIRAMAR ROAD PMB 160 SAN DIEGO CA 92126 NONE PC SPAY & NEUTER FOR HOMELESS CATS 2500 FRIENDS OF CATS 15587 OLDE HIGHWAY 80 EL CAJON CA 92021 NONE PC ANIMAL RESCUE 2500 GIRL SCOUTS OF AMERICA 1231 UPAS STREET SAN DIEGO CA 92103 NONE PC GIRL EMPOWERMENT & LEADERSHIP 5000 GREYHOUND ADOPTION CENTER PO BOX 2433 LA MESA CA 91943 NONE PC ANIMAL PROTECTION AND WELFARE 2500 HORSES OF TIR NA NOG PO BOX 19131 SAN DIEGO CA 92120 NONE PC HORSE & ANIMAL RESCUE 10000 JUNIOR ACHIEVMENT OF SAN DIEGO 4756 MISSION GORGE PLACE SAN DIEGO CA 92120 NONE PC ASSISTANCE WITH FINANCIAL EDUCATION BY DONATION OF 2,320 SHARES OF ARES CAPITAL ON 12/13/24 (BOOK VALUE OF $43,190 - ORIGINAL COST METHOD, FMV OF $50124,241 - HI/LOW METHOD) 50124 JUST IN TIME FOSTER YOUTH 4560 ALVARADO CANYON RD SUITE 2G SAN DIEGO CA 92120 NONE PC CHILDREN & FAMILY SERVICES 25000 LIONS TIGERS AND BEARS 24402 MARTIN WAY ALPINE CA 91901 NONE PC ANIMAL SANCTUARY 25000 MCGRATH FAMILY YMCA 12006 CAMPO ROAD SPRING VALLEY CA 91978 NONE PC YOUTH & FAMILY PROGRAMS 25000 MEALS ON WHEELS SAN DIEGO 9590 CHEASAPEAKE DR SAN DIEGO CA 92123 NONE PC SENIOR HUNGER AND ISOLATION 500 MERCY FOR ANIMALS 8033 SUNSET BLVD SUITE 864 LOS ANGELES CA 90046 NONE PC PREVENT CRUELTY TO FARM ANIMALS 10000 MISSION VALLEY YMCA 5505 FRIARS ROAD SAN DIEGO CA 92110 NONE PC YOUTH & FAMILY PROGRAMS 25000 NATIONAL ABILITY CENTER 1000 ABILITY WAY PARK CITY UT 84060 NONE PC ASSISTANCE TO PHYSICALLY CHALLENGED 25000 NATIONAL DISASTER SEARCH DOG FOUNDATION 501 EAST OJAI AVE OJAI CA 93023 NONE PC TRAIN RESCUE DOGS 25000 PEACE HOUSE 1960 SIDEWINDER DR 208 PARK CITY UT 84060 NONE PC ABUSED WOMEN & CHILDREN 250 PEACE HOUSE 1960 SIDEWINDER DR 208 PARK CITY UT 84060 NONE PC ABUSED WOMEN & CHILDREN 5000 PEACE HOUSE 1960 SIDEWINDER DR 208 PARK CITY UT 84060 NONE PC ABUSED WOMEN & CHILDREN 6350 PEACE HOUSE 1960 SIDEWINDER DR 208 PARK CITY UT 84060 NONE PC ABUSED WOMEN & CHILDREN 20000 PETA 1536 16TH ST NW WASHINGTON DC 20036 NONE PC ASSISTANCE WITH ANIMAL RESCUE AND SHELTER BY DONATION OF 4,650 SHARES OF ARES CAPITAL ON 12/13/24 (BOOK VALUE OF $85,099 - ORIGINAL COST METHOD, FMV OF $100,463 - HI/LOW METHOD) 100463 PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE 5100 WISCONSIN AVE NW STE 400 WASHINGTON DC 20016 NONE PC ALTERNATVIE ANTI-BODIES 5000 PLANNED PARENTHOOD LOS ANGELES 400 WEST 30TH STREET LOS ANGELES CA 90007 NONE PC ASSISTANCE WITH ACCESS TO ABORTION & WOMEN'S HEALTH BY DONATION OF 5,065 SHARES OF CISCO SYSTEMS ON 12/12/24 (BOOK VALUE OF $262,909 - ORIGINAL COST METHOD, FMV OF $299772 - HI/LOW METHOD) 299772 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVENUE DALLAS TX 75231 NONE PC ASSISTANCE WITH SEX EDUCATION & ACCESS TO ABORTION BY DONATION OF 1,533 SHARES OF EMERSON ELECTRIC ON 12/12/24 (BOOK VALUE OF $150,213 - ORIGINAL COST METHOD, FMV OF $201,015 - HI/LOW METHOD) 201015 PROJECT CHIMPS PO BOX 2140 BLUE RIDGE GA 30513 NONE PC ASSISTANCE WITH ANIMAL SANCTUARY BY DONATION OF 2,280 SHARES OF ARES CAPITAL ON 12/9/24 (BOOK VALUE OF $42,445 - ORIGINAL COST METHOD, FMV OF $50,935 - HI/LOW METHOD) 50935 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 NONE PC PROMOTE APPRECIATION OF ART 15000 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 NONE PC SPONSOR ART ALIVE 50000 SAN DIEGO MUSICAL THEATER 4650 MERCURY STREET SAN DIEGO CA 92111 NONE PC SUPPORT COMMUNITY THEATER 10000 SAVE THE CHIMPS PO BOX 12220 FORT PIERCE FL 34979 NONE PC ASSISTANCE WITH ANIMAL SANCTUARY BY DONATION OF 2,280 SHARES OF ARES CAPITAL ON 12/9/24 (BOOK VALUE OF $42,445 - ORIGINAL COST METHOD, FMV OF $50,935 - HI/LOW METHOD) 50935 SHARP HEALTHCARE FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 NONE PC ASSISTANCE WITH SHARP HEALTHCARE HOSPITAL TOWER BY DONATION OF 4,140 SHARES OF HARTFORD FINANCIAL GROUP ON 12/9/24 (BOOK VALUE OF $263,747 - ORIGINAL COST METHOD, FMV OF $487,174 - HI/LOW METHOD) 487175 SHARP HOSPICE CARE 4000 RUFFIN ROAD SUITE D SAN DIEGO CA 92123 NONE PC END OF LIFE SUPPORT 10000 SOI DOG FOUNDATION 2010 15TH STREET SAN FRANCISCO CA 94114 NONE PC ASSISTANCE TO IMPROVE LIVES OF DOGS AND CATS IN ASIA BY DONATION OF 2,280 SHARES OF ARES CAPITAL ON 12/12/24 (BOOK VALUE OF $42,445 - ORIGINAL COST METHOD, FMV OF $50,935 - HI/LOW METHOD) 50525 SOUTH FLORIDA WILDLIFE CENTER 3200 SW 4TH AVE FORT LAURDERDALE FL 33315 NONE PC ANIMAL RESCUE & SANCTUARY 10000 ST GERMAINE CHILDREN'S CHARITY PO BOX 2141 LA JOLLA CA 92038 NONE PC CHILD ABUSE 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