Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
NAVIGAGE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)849 FOOTHILL BLVD SUITE 8
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CANADA, CA91011
A Employer identification number

95-1660821
B Telephone number (see instructions)

(818) 421-4994
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,240,584J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 388,989 388,989  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 318,110
b Gross sales price for all assets on line 6a 3,020,053
7 Capital gain net income (from Part IV, line 2)... 318,110
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 707,099 707,099  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
87,199 0   87,199
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,101 6,051   6,051
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
180,176 135,176   45,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,376 0   6,376
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,145 0   37,145
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 322,997 141,227   181,771
25 Contributions, gifts, grants paid....... 712,836 712,836
26 Total expenses and disbursements. Add lines 24 and 25 1,035,833 141,227   894,607
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -328,734
b Net investment income (if negative, enter -0-) 565,872
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 11,492 20,493 20,493
2 Savings and temporary cash investments......... 374,715 219,060 219,060
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,064,397 Click to see attachment
List of Attached Documents:
// Content
2,070,703 		2,070,703
b Investments—corporate stock (attach schedule)....... 8,252,624 Click to see attachment
List of Attached Documents:
// Content
8,596,038 		8,596,038
c Investments—corporate bonds (attach schedule)....... 4,200,408 Click to see attachment
List of Attached Documents:
// Content
3,660,253 		3,660,253
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,461,288 Click to see attachment
List of Attached Documents:
// Content
2,674,037 		2,674,037
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,364,924 17,240,584 17,240,584
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 10,607,477 11,483,137
25 Net assets with donor restrictions............ 5,757,447 5,757,447
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 16,364,924 17,240,584
30 Total liabilities and net assets/fund balances (see instructions). 16,364,924 17,240,584
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,364,924
2
Enter amount from Part I, line 27a .....................
2
-328,734
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,204,394
4
Add lines 1, 2, and 3 ..........................
4
17,240,584
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,240,584
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES   2022-12-31 2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,020,053   2,701,943 318,110
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       318,110
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 318,110
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,866
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,866
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,866
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,094
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,094
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 26
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,798
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowEDWARD DEWAYNE MCMULLIN CPA Telephone no.right arrow (818) 421-4994

Located atright arrow849 FOOTHILL BLVD SUITE 8LA CANADACA ZIP+4right arrow91011
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES ROCK CHAIR
7.00 		0 0 0
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
JUDY VALLAS VICE CHAIR
7.00 		0 0 0
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
DEBORAH WEIRICK SECRETARY
4.00 		0 0 0
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
VICKIE HATOS BOARD MEMBER
4.00 		0 0 0
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
LINDA MCMENAMIN BOARD MEMBER
4.00 		0 0 0
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
TODD WALKLETT BOARD MEMBER
4.00 		0 0 0
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
SARAH ROCK BOARD MEMBER
4.00 		0 0 0
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
MARY WINNERS BOARD MEMBER
4.00 		0 0 0
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CERITY PARTNERS INVESTMENT MANAGAMENT 90,176
301 EAST COLORADO BLVD SUITE 830
PASADENA,CA91101
DEWAYNE MCMULLIN MANAGEMENT SERVICES 90,000
849 FOOTHILL BLVD SUITE 8
LA CANADA,CA91011
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,712,935
b
Average of monthly cash balances.......................
1b
189,213
c
Fair market value of all other assets (see instructions)................
1c
2,771,450
d
Total (add lines 1a, b, and c).........................
1d
16,673,598
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
16,673,598
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
250,104
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,423,494
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
821,175
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
821,175
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,866
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,866
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
813,309
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
813,309
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
813,309
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
894,607
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
894,607
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 813,309
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 11,850
d From 2021......  
e From 2022...... 329,518
f Total of lines 3a through e ........ 341,368
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 894,607
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
9,075
d Applied to 2023 distributable amount..... 813,309
e Remaining amount distributed out of corpus 72,223
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 422,666
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		9,075
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		413,591
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 2,775
c Excess from 2021....  
d Excess from 2022.... 329,518
e Excess from 2023.... 81,298
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AGINGNEXT

141 S SPRING ST
CLAREMONT,CA91711 		NONE PC MEMORY SUPPORT PROJECT 10,000

ALDERSLY SENIOR LIVING COMMUNITY

326 MISSION AVE
SAN RAFAEL,CA94901 		NONE PC ELEVATOR UPGRADE 25,000

ALZHEIMER'S LOS ANGELES

4221 WILSHIRE BLVD STE 400
LOS ANGELES,CA90010 		NONE PC PROGRAM SUPPORT - EXPAND SAN GABIAL VALLEY 45,000

ASHBY VILLAGE

1821 CATALINA AVE
BERKELEY,CA94707 		NONE PC COMMUNITY SENIOR EDUCATION PROGRAM 45,000

BREAD & ROSES

233 TAMALPAIS DRIVE STE 100
CORTE MADERA,CA94105 		NONE PC SENIOR CENTER CONCERT PROGRAM 15,000

METHUSELAH FOUNDATION

8021 FLINT ST
SPRINGFIELD,VA22153 		NONE PC BIO MARKERS CONFERENCE 25,000

PASADENA SENIOR CENTER

85 E HOLLY ST
PASADENA,CA91103 		NONE PC PROGRAM SUPPORT FOR EDUCATION & ELDERLY MEAL DELIVERY 100,000

PASADENA VILLAGE FOR COMMUNITY SENIORS

236 W MOUNTAIN ST 104
PASADENA,CA91103 		NONE PC COMMUNITY SENIOR EDUCATION PROGRAM 25,000

ST VINCENT DE PAUL

8345 TALBERT AVE
HUNTINGTON BEACH,CA92646 		NONE PC ELDERLY HOMELESS ASSISTANCE 50,000

THE BUCK INSTITUTE

8001 REDWOOD BLVD
NOVATO,CA94945 		NONE PC PHD RESEARCH IN AGE RELATED DISEASES 125,000

USC VERDUGO HILLS HOPSITAL FOUNDATION

1812 VERDUGO BLVD
GLENDALE,CA91208 		NONE PC COMMUNITY SENIOR RESOURCE CENTER 92,836

VIVALON

930 TAMALPAIS AVE
SAN RAFAEL,CA94901 		NONE PC NEW WELLNESS CENTER BUILDING (INCLUDED ELDERLY APTS) 150,000

YMCA OF THE FOOTHILLS

1930 FOOTHILL BLVD
LA CANADA FLINTRIDGE,CA91011 		NONE PC SENIOR CARE GIVER NIGHT OUT PROGRAM 5,000
Total .................................right arrow 3a 712,836
bApproved for future payment

ASHBY VILLAGE
1821 CATALINA AVE
BERKELEY,CA94707 		NONE PC COMMUNITY SENIOR EDUCATION PROGRAM 90,000

PASADENA VILLAGE FOR COMMUNITY SENIORS
236 W MOUNTAIN ST 104
PASADENA,CA91103 		NONE PC COMMUNITY SENIOR EDUCATION PROGRAM 25,000

STELLE CARVER FOUNDATION
PO BOX 5617
WHITTIER,CA90607 		NONE PC SENIOR HOUSING AND CARE SUPPORT 600,000

USC VERDUGO HILLS HOPSITAL FOUNDATION
1812 VERDUGO BLVD
GLENDALE,CA91208 		NONE PC COMMUNITY SENIOR RESOURCE CENTER 92,836
Total ................................. right arrow 3b 807,836
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 388,989  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 318,110  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 707,099 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
707,099
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 12,101 6,051   6,051

TY 2023 DistributionFromCorpusElection
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Election:
PURSUANT TO IRC SECTION 4942(G)(3) AND REG. 53.4942(A)-3(C), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.

TY 2023 InvestmentsCorpBondsSchedule
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM, INC. 3.6%32 142,758 142,758
BANK OF AMERICA C VAR 29 143,196 143,196
BANK OF AMERICA C VAR 99 99,700 99,700
CITIGROUP INC VAR 28 141,191 141,191
CITIGROUP INC. VAR 99 73,875 73,875
COMCAST CORP 3.95%25 123,383 123,383
CVS HEALTH CORP 1.3%27 133,160 133,160
GENERAL MTRS FINL 5.1%24 149,855 149,855
GOLDMAN SACHS INT VAR 26 46,050 46,050
JPMORGAN CHASE & VAR 27 138,472 138,472
MORGAN STANLEY VAR 28 122,095 122,095
ORACLE CORP 2.95%30 135,027 135,027
ROYAL BANK OF C1.15%25F 142,200 142,200
SIMON PROPERTY GROU 2%24 146,397 146,397
STARBUCKS CORP 3.55%29 134,875 134,875
THE BANK OF NOVA 2.7%26F 142,058 142,058
THE TORONTO-DO4.693%27F 149,891 149,891
VERIZON COMMUNI 4.125%27 147,635 147,635
WELLS FARGO & CO 4.48%24 149,863 149,863
WELLS FARGO & CO VAR 28 137,226 137,226
ANHEUSER-BUSCH C 3.65%26 24,604 24,604
CVS HEALTH CORP 1.3%27 22,193 22,193
GENERAL MOTORS F1 5.1%24 24,976 24,976
JPMORGAN CHASE & 3.9%25 24,637 24,637
MORGAN STANLEY 4%25 24,661 24,661
STARBUCKS CORP 3.55%29 33,719 33,719
THE GOLDMAN SACH 3.85%24 19,804 19,804
THE TORONTO-DOM1.15%25F 18,936 18,936
WELLS FARGO & CO 3.9% 9,200 9,200
AMAZON.COM,INC. 3.6%32 47,586 47,586
BANK OF AMERICA C VAR 29 47,732 47,732
BANK OF AMERICA C VAR 99 49,850 49,850
CITIGROUP INC VAR 28 47,064 47,064
COMCAST CORP 3.95%25 49,353 49,353
CVS HEALTH CORP 1.3%27 44,387 44,387
GENERAL MTRS FINL 5.1%24 49,951 49,951
GOLDMAN SACHS INT VAR 26 46,050 46,050
JPMORGAN CHASE & VAR 27 46,157 46,157
MORGAN STANLEY VAR 28 48,838 48,838
ORACLE CORP 2.95%30 45,009 45,009
ROYAL BANK OF C1.15%25F 47,400 47,400
SIMON PROPERTY GROU 2%24 48,799 48,799
STARBUCKS CORP 3.55%29 48,170 48,170
THE BANK OF NOVA 2.7%26F 47,353 47,353
THE TORONTO-DO4.693%27F 49,963 49,963
VERIZON COMMUNI 4.125%27 49,212 49,212
WELLS FARGO & CO VAR 28 45,742 45,742

TY 2023 InvestmentsCorpStockSchedule
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 132,084 132,084
ACCENTURE PLC 105,273 105,273
ALPHABET INC. 211,395 211,395
AMAZON .COM INC 182,328 182,328
APPLE INC 173,277 173,277
BLACKROCK INC 142,065 142,065
BLACKROCK TCP CAPITAL CO 46,160 46,160
BOEING CO 104,264 104,264
CHARLES SCHWAB CORP 123,840 123,840
CHEVRON CORP 119,328 119,328
CHUBB LTD 135,600 135,600
CONOCOPHILLIPS 150,891 150,891
CONSTELLATION BRAND 96,700 96,700
COSTCO WHOLESALE CO 148,518 148,518
CVS HEALTH CORP 78,960 78,960
HOME DEPOT INC 138,620 138,620
INTUIT INC 218,761 218,761
J P MORGAN CHASE & CO 127,575 127,575
L3HARRIS TECHNOLOGIES IN 73,717 73,717
MICROSOFT CORP 188,020 188,020
MORGAN STANL 6.875%PFD 100,080 100,080
NEXTERA ENERGY INC 145,776 145,776
NIKE INC 119,427 119,427
NOVO-NORDISK A S F 150,003 150,003
PEPSICO INC 135,872 135,872
STRYKER CORP 119,784 119,784
TAIWAN SEMICONDUCTR F 156,000 156,000
THERMO FISHER SCNTFC 132,698 132,698
TJX COMPANIES INC 168,858 168,858
TRUIST FINL CORP 73,840 73,840
UNION PACIFIC CORP 147,372 147,372
UNITED PARCEL SRVC 117,922 117,922
UNITEDHEALTH GRP INC 131,617 131,617
VISA INC 143,192 143,192
GLOBAL X EMERGING MKT 66,954 66,954
ISHARES CORE S&P SMALL 443,825 443,825
VANGUARD FTSE DEVELOPED 407,150 407,150
VANGUARD FTSE EMERGING 205,500 205,500
PIMCO INCM INST CL 83,770 83,770
ABBOTT LABORATORIES 8,255 8,255
ACCENTURE PLC F 14,036 14,036
ADOBE INC 11,932 11,932
ALPHABET INC. 14,093 14,093
AMAZON.COM INC 12,155 12,155
ANALOG DEVICES INC 9,928 9,928
APPLE INC 19,253 19,253
BANK OF AMERICA CORP 8,418 8,418
BLACKROCK INC 12,177 12,177
BLACKROCK TCP CAPITAL CO 2,597 2,597
BOEING CO 6,517 6,517
CHARLES SCHWAB CORP 13,760 13,760
CHEVRON CORP 7,458 7,458
CONOCOPHILLIPS 5,803 5,803
CONSTELLATION BRAND 12,087 12,087
COSTCO WHOLESALE CO 16,502 16,502
CVS HEALTH CORP 2,764 2,764
DANAHER CORP 11,567 11,567
FEDEX CORP 6,324 6,324
HOME DEPOT INC 12,129 12,129
J P MORGAN CHASE & CO 12,758 12,758
JOHNSON & JOHNSON 6,270 6,270
KLA CORP 14,532 14,532
L3HARRIS TECHNOLOGIES IN 10,531 10,531
META PLATFORMS INC 8,849 8,849
MICROSOFT CORP 18,802 18,802
MONDELEZ INTL 10,865 10,865
NEXTERA ENERGY INC 6,074 6,074
NIKE INC 8,143 8,143
NOVO-NORDISK A S F 20,690 20,690
PEPSICO INC 8,492 8,492
QUALCOMM INC 7,231 7,231
RAYTHEON CO 6,815 6,815
SALESFORCE COM 13,157 13,157
SEMPRA ENERGY 3,737 3,737
STRYKER CORP 14,973 14,973
TAIWAN SEMICONDUCTR F 13,000 13,000
THERMO FISHER SCNTFC 13,270 13,270
TJX COMPANIES INC 14,071 14,071
TRACTOR SUPPLY COMP 10,751 10,751
UNION PACIFIC CORP 6,141 6,141
UNITED PARCEL SRVC 5,503 5,503
UNITEDHEALTH GRP INC 13,162 13,162
VERALTO CORP 1,316 1,316
VERIZON COMMUNICATN 5,655 5,655
VISA INC 13,018 13,018
ISHARES CORE S&P SMALL 21,650 21,650
ISHARES MSCI EAFE ETF 18,837 18,837
VANGUARD FTSE EMERGING 16,440 16,440
ABBOTT LABORATORIES 49,532 49,532
ACCENTURE PLC F 87,728 87,728
ALPHABET INC. 98,651 98,651
AMAZON .COM INC 60,776 60,776
APPLE INC 67,386 67,386
BLACKROCK INC 60,885 60,885
BOEING CO 26,066 26,066
CHARLES SCHWAB CORP 68,800 68,800
CHEVRON CORP 44,748 44,748
CHUBB LTD 50,850 50,850
CONOCOPHILLIPS 58,035 58,035
CONSTELLATION BRAND 36,263 36,263
COSTCO WHOLESALE CO 99,012 99,012
CVS HEALTH CORP 21,714 21,714
HOME DEPOT INC 69,310 69,310
INTUIT INC 109,380 109,380
J P MORGAN CHASE & CO 68,040 68,040
MICROSOFT CORP 75,208 75,208
MONDELEZ INTL 36,215 36,215
NEXTERA ENERGY INC 48,592 48,592
NIKE INC 48,856 48,856
NOVO-NORDISK A S F 77,587 77,587
PEPSICO INC 42,460 42,460
REGIONS FINL 6.375% PFD 27,648 27,648
ROCHE HLDG AG F 28,984 28,984
RTZ CORP 29,449 29,449
STRYKER CORP 67,378 67,378
TAIWAN SEMICONDUCTR F 67,600 67,600
THERMO FISHER SCNTFC 53,079 53,079
TJX COMPANIES INC 46,905 46,905
UNITED PARCEL SRVC 51,100 51,100
UNITEDHEALTH GRP INC 92,132 92,132
VERIZON COMMUNICATN 28,275 28,275
VISA INC 65,088 65,088
ISHARES CORE S&P SMALL 86,600 86,600
VANGUARD FTSE DEVELOPED 119,750 119,750
VANGUARD FTSE EMERGING 61,650 61,650
VANGUARD FTSE EUROPE 32,240 32,240
PIMCO INCOME INSTL 52,562 52,562

TY 2023 InvestmentsGovtObligationsSch
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
US Government Securities - End of Year Book Value:

2,070,703
US Government Securities - End of Year Fair Market Value:

2,070,703
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
9% BENEFICIARY OF THE HELEN BRAME TRUST FMV 212,498 212,498
50% BENEFICIARY OF THE PHELPS TRUST FMV 2,461,539 2,461,539

TY 2023 LegalFeesSchedule
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 87,199 0   87,199


TY 2023 OtherExpensesSchedule
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OPERATING EXPENSES 19,846 0   19,846
INSURANCE 14,558 0   14,558
MISCELLANEOUS 2,741 0   2,741


TY 2023 OtherIncreasesSchedule
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Description Amount
UNREALIZED GAINS (LOSSES) 910,932
CHANGE IN VALUE FOR TRUSTS 293,462


TY 2023 OtherProfessionalFeesSchedule
Name:
NAVIGAGE FOUNDATION
EIN:
95-1660821
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 90,176 90,176   0
MCMULLIN MANAGEMENT SERVICES 90,000 45,000   45,000