Civic Intelligence

The Beall Family Foundation

EIN 33-0881739 • 501(c)3 • Newport Beach, CA

Profile

To provide charitable contributions and support to various local and national charities and foundations.

1200 Newport Center Dr 220Newport Beach, CA 92660

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

27th percentile

-4.0%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.1%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

886%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$6,589,680

Down $207,357 (-3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,589,680

Down $207,357 (-3.1%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin27th percentile

Revenue

Up

$2,402,276

Up $2,158,547 (+886%) from 2023

Expenses

Up

$2,497,173

Up $1,077,529 (+76%) from 2023

Net Income

Up

-$94,897

Up $1,081,018 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2012: $12,341,371Liabilities 2012: $0Net Assets 2012: $12,341,3712012Assets 2013: $13,421,316Liabilities 2013: $0Net Assets 2013: $13,421,3162013Assets 2014: $13,024,116Liabilities 2014: $0Net Assets 2014: $13,024,1162014Assets 2015: $11,916,114Liabilities 2015: $0Net Assets 2015: $11,916,1142015Assets 2016: $12,448,722Liabilities 2016: $0Net Assets 2016: $12,448,7222016Assets 2017: $13,111,020Liabilities 2017: $0Net Assets 2017: $13,111,0202017Assets 2018: $22,093,432Liabilities 2018: $0Net Assets 2018: $22,093,4322018Assets 2019: $17,203,720Liabilities 2019: $0Net Assets 2019: $17,203,7202019Assets 2020: $13,569,516Liabilities 2020: $0Net Assets 2020: $13,569,5162020Assets 2021: $11,056,532Liabilities 2021: $0Net Assets 2021: $11,056,5322021Assets 2022: $7,947,088Liabilities 2022: $0Net Assets 2022: $7,947,0882022Assets 2023: $6,797,037Liabilities 2023: $0Net Assets 2023: $6,797,0372023Assets 2024: $6,589,680Liabilities 2024: $0Net Assets 2024: $6,589,6802024

Highlighted filing

2024

Assets$6,589,680
Liabilities$0
Net Assets$6,589,680
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2012: $1,089,2992012Revenue 2013: $1,830,588Expenses 2013: $987,924Net Income 2013: $842,6642013Revenue 2014: $713,009Expenses 2014: $1,591,972Net Income 2014: -$878,9632014Revenue 2015: $1,151,165Expenses 2015: $1,354,862Net Income 2015: -$203,6972015Revenue 2016: $2,189,886Expenses 2016: $1,402,511Net Income 2016: $787,3752016Revenue 2017: $855,990Expenses 2017: $1,595,045Net Income 2017: -$739,0552017Revenue 2018: $13,250,809Expenses 2018: $1,793,903Net Income 2018: $11,456,9062018Revenue 2019: $438,553Expenses 2019: $7,409,485Net Income 2019: -$6,970,9322019Revenue 2020: $128,404Expenses 2020: $4,596,189Net Income 2020: -$4,467,7852020Revenue 2021: $692,940Expenses 2021: $3,690,194Net Income 2021: -$2,997,2542021Revenue 2022: $502,422Expenses 2022: $2,367,441Net Income 2022: -$1,865,0192022Revenue 2023: $243,729Expenses 2023: $1,419,644Net Income 2023: -$1,175,9152023Revenue 2024: $2,402,276Expenses 2024: $2,497,173Net Income 2024: -$94,8972024

Highlighted filing

2024

Revenue$2,402,276
Expenses$2,497,173
Net Income-$94,897
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,589,680
Liabilities
$0
Net assets
$6,589,680
Revenue
$2,402,276
Expenses
$2,497,173
Net income
-$94,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.59$0.00$6.59$2.40$2.50$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.24$1.42$1.18
2022Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.50$2.37$1.87
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.69$3.69$3.00
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.13$4.60$4.47
2019Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.44$7.41$6.97
2018Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$13.3$1.79$11.5
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.86$1.60$0.74
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$2.19$1.40$0.79
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.15$1.35$0.20
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.71$1.59$0.88
2013Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.83$0.99$0.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.00$12.3$1.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$3,774,224
Mission and Program Overview

Mission

To provide charitable contributions and support to various local and national charities and foundations.

To support the orange county community foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,797,037$6,589,680▼ $207,357
Investments Other Securities$6,058,421$5,093,412▼ $965,009
Investments in Publicly Traded Securities$457,999$1,091,973▲ $633,974
Cash and Non-Interest-Bearing Accounts$141,190$246,647▲ $105,457
Savings and Temporary Cash Investments$46,157$65,072▲ $18,915
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,797,037$6,589,680▼ $207,357
Other Assets Total$93,270$92,576▼ $694
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,797,037$6,589,680▼ $207,357
Total Liabilities and Net Assets / Fund Balance$6,797,037$6,589,680▼ $207,357

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$493,984--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Jeffrey R BeallChairman/president/directo
Carol FergusonDirector
Michael E RakestrawDirector
Shelley HossDirector
Kenneth L BeallVP/CFO/secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,017,101
Program Service Revenue
$0
Investment Income
$86,576
Other Revenue
$298,599
All Other Contributions
$2,017,101
Change in Net Assets
$-94,897

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$2,017,101AVE HI/LOW DAY'S Fair Market Value (FMV)
Total Noncash Contributions1$2,017,101-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,003,030
Other Expenses$494,143
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,003,030--$2,003,030
Fees for Services Accounting-$20,837-$20,837
Other Expenses-$10,658-$10,658
Fees for Services Legal-$2,679-$2,679
All Other Expenses-$1,746-$1,746
Total Functional Expenses$2,003,030$494,143$0$2,497,173
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of California Irvine FdnIrvine, CA501(c)(3)Support Uci Beall Applied Innovation$600,000
University of California Irvine FdnIrvine, CA501(c)(3)Support Merage School of Business$200,000
Hoover InstitutionStanford, CA-Support Working Group on Middle East and Islamic World$100,000
The Wooden FloorSanta Ana, CA501(c)(3)General Support$100,000
University of California Irvine FdnIrvine, CA501(c)(3)Support Claire Trevor School of the Arts$100,000
University of California Irvine FdnIrvine, CA-Support Mind$100,000
University of PittsburghPittsburgh, PA501(c)(3)Support Donald R. Beall Chair in Strategic Management$97,500
University of California Irvine FdnIrvine, CA-Support School of Physical Sciences$60,000
Naval Postgraduate School Foundation IncMonterey, CA-Support Donald Beall Defense Fellows Program$59,200
University of California Irvine FdnIrvine, CA-Support Henry Samueli School of Engineering$50,000
Center for Strategic and International StudiesWashington, DC-General Support$30,000
Horatio Alger Association of Distinguished AmericansAlexandria, VA501(c)(3)General Support$30,000
Orange County Community FoundationNewport Beach, CA501(c)(3)General Support$27,500
Carmel Ideas FoundationCarmel, CA501(c)(3)General Support$25,000
Hoag Hospital FoundationNewport Beach, CA-Hoag Family Cancer Institute$25,000
Mind Research InstituteIrvine, CA501(c)(3)General Support$25,000
Montage Health FoundationMonterey, CA501(c)(3)General Support$25,000
Orange County Museum of ArtSanta Ana, CA501(c)(3)General Support$25,000
Smithsonian InstitutionWashington, DC-National Air & Space Museum Bldg Transformation Fund$25,000
University of California Irvine FdnIrvine, CA-Support Ics Annual Support$25,000
American Enterprise InstituteWashington, DC-General Support$20,000
Star Rock MinistriesSan Clememte, CA501(c)(3)General Support$20,000
Davidson College of EngineeringSan Jose, CA501(c)(3)Support San Jose State Univ Mechanical & Aerospace Engineering$19,000
Arthur a Collins Legacy AssociationRobins, IA-General Support$15,000
Caltech AssociatesPasadena, CA501(c)(3)Support Donald Beall Endowment Pledge$15,000
Sigma Alpha Epsilon FoundationEvanston, IL501(c)(3)General Support$15,000
University of California Irvine FdnIrvine, CA-Support Road to Reinvention$15,000
San Jose State UniversitySan Jose, CA-General Support$11,000
American Red CrossSanta Ana, CA-General Support$10,000
Pbs So CalWhittier, CA-General Support$10,000
Segerstrom Center for the ArtsCosta Mesa, CA501(c)(3)General Support$10,000
The Basic FundOakland, CA-General Support$10,000
The National Academy of SciencesWashington, DC-General Support$10,000
Mce Social CapitalSan Francisco, CA-General Support$8,510
Gigafact FoundationRedwood City, CA-General Support$7,500
Pebble Beach Company FoundationPebble Beach, CA-General Support$6,470
Monterey Museum of ArtMonterey, CA501(c)(3)General Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jeffrey beall, who is the current chairman and president, is also the brother of kenneth beall who is the current vice president, chief financial officer and secretary”

Form 990, Part VI, Section B, Line 11B

“The return is reviewed by signing officer prior to submition to federal and state authorities for processing”

Form 990, Part VI, Section C, Line 19

“Not generally available to the public. Requests will be considered by the board.”

Filing and Contact Details

Filer

Filer Name
The Beall Family Foundation
EIN
33-0881739
Phone
9497186333
Address
1200 NEWPORT CENTER DR 220, NEWPORT BEACH, CA 92660

Signing Officer

Name
Jeffrey R Beall
Title
Chairman
Phone
9497186343
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey R Beall
Formed
1999
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
The Busch Firm
Address
2532 DUPONT DRIVE, IRVINE, CA 92612
Preparer
Gregory Busch
Phone
9494747368
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“2023 federal extension payment in 2024 -20,000.”

Raw XML AppendixShowing 400 of 769 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION
IRS990/AllOtherContributionsAmt02017101
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01746
IRS990/AllOtherExpensesGrp/TotalAmt01746
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KENNETH L BEALL
IRS990/BooksInCareOfDetail/PhoneNum09497186343
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 NEWPORT CENTER DR STE 220
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0141190
IRS990/CashNonInterestBearingGrp/EOYAmt0246647
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02017101
IRS990/CYGrantsAndSimilarPaidAmt02003030
IRS990/CYInvestmentIncomeAmt086576
IRS990/CYOtherExpensesAmt0494143
IRS990/CYOtherRevenueAmt0298599
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-94897
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02497173
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02402276
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CASH DONATIONS WERE MADE TO CHARITABLE ORGANIZATIONS TO SUPPORT VARIOUS LOCAL AND NATIONAL CHARITIES AND FOUNDATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02003030
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020837
IRS990/FeesForServicesAccountingGrp/TotalAmt020837
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02679
IRS990/FeesForServicesLegalGrp/TotalAmt02679
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY R BEALL
IRS990/Form990PartVIISectionAGrp/PersonNm1KENNETH L BEALL
IRS990/Form990PartVIISectionAGrp/PersonNm2SHELLEY HOSS
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL E RAKESTRAW
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL FERGUSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/PRESIDENT/DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP/CFO/SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt030118
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt02003030
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02003030
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02003030
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01402066
IRS990/GrossReceiptsAmt03774224
IRS990/GrossRentsGrp/RealAmt074623
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt056327
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056458
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0131
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06058421
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05093412
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0457999
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01091973
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01371948
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE CHARITABLE CONTRIBUTIONS AND SUPPORT TO VARIOUS LOCAL AND NATIONAL CHARITIES AND FOUNDATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06797037
IRS990/NetAssetsOrFundBalancesEOYAmt06589680
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030118
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030118
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt074623
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt074623
IRS990/NetUnrelatedBusTxblIncmAmt073754
IRS990/NetUnrlzdGainsLossesInvstAmt0-92460
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02017101
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt093270
IRS990/OtherAssetsTotalGrp/EOYAmt092576
IRS990/OtherChangesInNetAssetsAmt0-20000
IRS990/OtherExpensesGrp/Desc0STATE TAX PAYMENTS
IRS990/OtherExpensesGrp/Desc1CAPITAL LOSSES FROM K-1
IRS990/OtherExpensesGrp/Desc2OTHER DEDUCTIONS FROM K
IRS990/OtherExpensesGrp/Desc3INVT MGMT FEES-VARIOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1328814
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2120909
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310658
IRS990/OtherExpensesGrp/TotalAmt08500
IRS990/OtherExpensesGrp/TotalAmt1328814
IRS990/OtherExpensesGrp/TotalAmt2120909
IRS990/OtherExpensesGrp/TotalAmt310658
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0CAPITAL GAIN FROM K-1S
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME FROM K-1S
IRS990/OtherRevenueMiscGrp/ExclusionAmt0204730
IRS990/OtherRevenueMiscGrp/ExclusionAmt119246
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0204730
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt119246
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0223976
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY R BEALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01242635
IRS990/PYInvestmentIncomeAmt0145695
IRS990/PYOtherExpensesAmt0177009
IRS990/PYOtherRevenueAmt098034
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1175915
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01419644
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0243729
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-94897
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt074623
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02402276
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06797037
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06589680
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046157
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065072
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330378778
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt027500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ORANGE COUNTY COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt027500
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0139243
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1267157
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt276934
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3205133
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt442969
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5538394
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6859627
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7-2603
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8469506
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt915805
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1079677
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11140373
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12213145
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13377814
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14211376
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15859746
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1676813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1728319
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt18493984
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTAIR CLO EQUITY FUND LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ALTAIR CMBS FUND LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ALTAIR DIRECT LENDING FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CROSSLAYER CAPITAL FUND I, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FNE HOLDINGS, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc5HARBOR VILLAGE ASSOCIATES, LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc6KAIROS VENTURE OPPORTUNITIES I, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc7KAIROS VENTURE PARTNERS II AIV, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc8KAIROS VENTURE PARTNERS II, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc9MONTAUK TRIGUARD FUND IV, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc10SPECIAL OPPORTUNITIES FUND IV (CAYMAN), LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc11VERTICAL VENTURE PARTNERS GROWTH FUND II, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc12VERTICAL VENTURE PARTNERS GROWTH FUND, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc13VERTICAL VENTURE PARTNERS II, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc14VERTICAL VENTURE PARTNERS III, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc15VISIONARY VENTURE FUND II (QP), LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc16VISIONARY VENTURE FUND, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc17VVP IGNITE, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc18WOODMONT INVESTMENTS LIMITED
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd16F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd17F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd18F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05093412
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt097500
IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt415000
IRS990ScheduleI/RecipientTable/CashGrantAmt5100000
IRS990ScheduleI/RecipientTable/CashGrantAmt627500
IRS990ScheduleI/RecipientTable/CashGrantAmt725000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt915000
IRS990ScheduleI/RecipientTable/CashGrantAmt1025000
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1225000
IRS990ScheduleI/RecipientTable/CashGrantAmt1319000
IRS990ScheduleI/RecipientTable/CashGrantAmt14600000
IRS990ScheduleI/RecipientTable/CashGrantAmt15200000
IRS990ScheduleI/RecipientTable/CashGrantAmt16100000
IRS990ScheduleI/RecipientTable/CashGrantAmt17100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1860000
IRS990ScheduleI/RecipientTable/CashGrantAmt1915000
IRS990ScheduleI/RecipientTable/CashGrantAmt2025000
IRS990ScheduleI/RecipientTable/CashGrantAmt2150000
IRS990ScheduleI/RecipientTable/CashGrantAmt2210000
IRS990ScheduleI/RecipientTable/CashGrantAmt2315000
IRS990ScheduleI/RecipientTable/CashGrantAmt2410000
IRS990ScheduleI/RecipientTable/CashGrantAmt2559200
IRS990ScheduleI/RecipientTable/CashGrantAmt2625000
IRS990ScheduleI/RecipientTable/CashGrantAmt276470
IRS990ScheduleI/RecipientTable/CashGrantAmt288510
IRS990ScheduleI/RecipientTable/CashGrantAmt2911000
IRS990ScheduleI/RecipientTable/CashGrantAmt3025000
IRS990ScheduleI/RecipientTable/CashGrantAmt3110000
IRS990ScheduleI/RecipientTable/CashGrantAmt3210000
IRS990ScheduleI/RecipientTable/CashGrantAmt33100000
IRS990ScheduleI/RecipientTable/CashGrantAmt347500
IRS990ScheduleI/RecipientTable/CashGrantAmt3520000
IRS990ScheduleI/RecipientTable/CashGrantAmt3630000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt140
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt160

Document Assets

No mirrored PDF or thumbnail assets are attached yet.