| 2025 | The Emerich Scholarship Charitable Trust | 990PF | Fiduciary | 0 | $0 | $0 | View return |
| 2024 | Bridges-Larson Foundation Charitable Tr 03301993 | 990PF | Trustee | 7 | $140,672 | - | View return |
| 2024 | Frances Schermer Charitable Trust 41-46496008 | 990PF | Co-Trustee | 10 | $14,373 | - | View return |
| 2024 | Jeanne Myerson and John Cate Family Foundation | 990PF | Co-Trustee | 10 | $5,897 | - | View return |
| 2024 | Trust Ua Louis Skalny Foundation 67-38369910 | 990PF | Current Trustee | 0 | $1,638 | - | View return |
| 2024 | Lillian Schermer Charitable Trust 41-46497004 | 990PF | Co-Trustee | 5 | $1,044 | - | View return |
| 2024 | Orange County Museum of Art Foundation | 990 | Trustee | - | $0 | $0 | View return |
| 2024 | The Emerich Scholarship Charitable Trust | 990PF | Fiduciary | 0 | $0 | $0 | View return |
| 2024 | Goldberg Family Foundation Inc. | 990PF | Agent | 2 | $0 | - | View return |
| 2023 | Bridges-Larson Foundation Charitable Tr 03301993 | 990PF | Trustee | 7 | $130,372 | - | View return |
| 2023 | Joseph & Irene Skalny Char Tr (Live) 38370010 | 990PF | Trustee | 0 | $21,802 | - | View return |
| 2023 | Frances Schermer Charitable Trust 41-46496008 | 990PF | Co-Trustee | 10 | $12,883 | - | View return |
| 2023 | Jeanne Myerson and John Cate Family Foundation | 990PF | Co-Trustee | 10 | $5,157 | - | View return |
| 2023 | Trust Ua Louis Skalny Foundation 67-38369910 | 990PF | Current Trustee | 0 | $1,505 | - | View return |
| 2023 | Lillian Schermer Charitable Trust 41-46497004 | 990PF | Co-Trustee | 5 | $841 | - | View return |
| 2023 | The Emerich Scholarship Charitable Trust | 990PF | Fiduciary | 0 | $0 | $0 | View return |
| 2023 | Goldberg Family Foundation Inc. | 990PF | Agent | 2 | $0 | - | View return |
| 2022 | Goldberg Family Foundation Inc. | 990PF | Agent | 2 | $75,812 | - | View return |
| 2022 | Bridges-Larson Foundation Charitable Tr 03301993 | 990PF | Trustee | 7 | $53,366 | - | View return |
| 2022 | Joseph & Irene Skalny Char Tr (Live) 38370010 | 990PF | Trustee | 0 | $15,682 | - | View return |
| 2022 | Frances Schermer Charitable Trust 41-46496008 | 990PF | Co-Trustee | 10 | $12,504 | - | View return |
| 2022 | Orange County Museum of Art Foundation | 990 | - | - | $2,672 | $0 | View return |
| 2022 | Jeanne Myerson and John Cate Family Foundation | 990PF | Co-Trustee | 10 | $2,576 | - | View return |
| 2022 | Trust Ua Louis Skalny Foundation 67-38369910 | 990PF | Current Trustee | 0 | $1,559 | - | View return |
| 2022 | Lillian Schermer Charitable Trust 41-46497004 | 990PF | Co-Trustee | 5 | $781 | - | View return |
| 2022 | The Emerich Scholarship Charitable Trust | 990PF | Fiduciary | 0 | $0 | $0 | View return |
| 2021 | Goldberg Family Foundation Inc. | 990PF | Agent | 2 | $33,527 | - | View return |
| 2021 | Joseph & Irene Skalny Char Tr (Live) 38370010 | 990PF | Trustee | 0 | $21,335 | - | View return |
| 2021 | Frances Schermer Charitable Trust 41-46496008 | 990PF | Co-Trustee | 10 | $14,559 | - | View return |
| 2021 | Trust Ua Louis Skalny Foundation 67-38369910 | 990PF | Current Trustee | 0 | $1,711 | - | View return |
| 2021 | Lillian Schermer Charitable Trust 41-46497004 | 990PF | Co-Trustee | 5 | $894 | - | View return |
| 2021 | The Emerich Scholarship Charitable Trust | 990PF | Fiduciary | 0 | $0 | $0 | View return |
| 2020 | Bridges-Larson Foundation Charitable Tr 03301993 | 990PF | Trustee | 7 | $59,136 | - | View return |
| 2020 | Joseph & Irene Skalny Char Tr (Live) 38370010 | 990PF | Trustee | 0 | $23,209 | - | View return |
| 2020 | Frances Schermer Charitable Trust 41-46496008 | 990PF | Co-Trustee | 10 | $12,485 | - | View return |
| 2020 | Jeanne Myerson and John Cate Family Foundation | 990PF | Co-Trustee | 10 | $2,222 | - | View return |
| 2020 | Trust Ua Louis Skalny Foundation 67-38369910 | 990PF | Current Trustee | 0 | $1,364 | - | View return |
| 2020 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 0.05 | $865 | $0 | View return |
| 2020 | Lillian Schermer Charitable Trust 41-46497004 | 990PF | Co-Trustee | 5 | $751 | - | View return |
| 2020 | The Emerich Scholarship Charitable Trust | 990PF | Fiduciary | 1 | $0 | $0 | View return |
| 2019 | Joseph & Irene Skalny Char Tr (Live) 38370010 | 990PF | Trustee | 0 | $18,771 | - | View return |
| 2019 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 0.05 | $905 | $0 | View return |
| 2019 | D W Hearst Jr Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2018 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 0.05 | $850 | $0 | View return |
| 2018 | D W Hearst Jr Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2018 | D W Hearst Jr Foundation | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2017 | Bridges-Larson Foundation Charitable Tr 03301993 | 990PF | Trustee | 7 | $115,840 | $0 | View return |
| 2017 | Temple Israel Cemetery Trust C/O City National Bank | 990 | Trustee | 2 | $1,700 | $0 | View return |
| 2016 | Bridges-Larson Foundation Charitable Tr 03301993 | 990PF | Trustee | 7 | $107,014 | $0 | View return |
| 2016 | Temple Israel Cemetery Trust C/O City National Bank | 990 | Trustee | 2 | $1,500 | $0 | View return |
| 2016 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 0.05 | $882 | $0 | View return |
| 2015 | Bridges-Larson Foundation Charitable Tr 03301993 | 990PF | Trustee | 7 | $21,316 | $0 | View return |
| 2015 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 0.05 | $882 | $0 | View return |
| 2014 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 0.05 | $919 | $0 | View return |
| 2013 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 1 | $924 | $0 | View return |
| 2012 | Judge Raymond Fuller Charitable Testamentary Trust | 990PF | Co-Trustee | 10 | $12,975 | $0 | View return |
| 2012 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 1 | $957 | $0 | View return |
| 2011 | Robert C & Mary E Lolmaugh Trust Foundation | 990PF | Trustee | 10 | $29,453 | $0 | View return |
| 2011 | Judge Raymond Fuller Charitable Testamentary Trust | 990PF | Co-Trustee | 10 | $12,736 | $0 | View return |
| 2011 | Lillian Schermer Charitable Trust 41-46497004 | 990PF | Co-Trustee | 5 | $1,730 | - | View return |
| 2011 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 1 | $969 | $0 | View return |
| 2010 | Robert C & Mary E Lolmaugh Trust Foundation | 990PF | Trustee | 10 | $29,586 | $0 | View return |
| 2010 | Judge Raymond Fuller Charitable Testamentary Trust | 990PF | Co-Trustee | 10 | $12,549 | $0 | View return |
| 2010 | Lillian Schermer Charitable Trust 41-46497004 | 990PF | Co-Trustee | 5 | $1,712 | - | View return |
| 2010 | The Lee J and Billie Barron Woods Memorial Scholarship Trust | 990PF | Trustee | 1 | $965 | $0 | View return |
| 2009 | Lillian Schermer Charitable Trust 41-46497004 | 990PF | Co-Trustee | 5 | $1,652 | - | View return |