TY 2023 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)	8,278,647
2	Check .............
3	Interest on savings and temporary cash investments	285,234	285,234	285,234
4	Dividends and interest from securities...	80,702	80,702	80,702
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		519,285
b	Gross sales price for all assets on line 6a 3,988,188
7	Capital gain net income (from Part IV, line 2)...		519,285
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........	9,163,868	885,221	365,936
	13	Compensation of officers, directors, trustees, etc.	33,600	7,142	7,142	26,458
14	Other employee salaries and wages......	27,840			27,840
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	10,918	10,918	10,918
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,930	1,120	1,120	3,810
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	46,551	28,173	28,173	18,378
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	123,839	47,353	47,353	76,486
25	Contributions, gifts, grants paid.......	229,600			229,600
26	Total expenses and disbursements. Add lines 24 and 25	353,439	47,353	47,353	306,086
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	8,810,429
b	Net investment income (if negative, enter -0-)		837,868
c	Adjusted net income (if negative, enter -0-)...			318,583

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	370,282	127,393	128,172
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)		List of Attached Documents: // Content 10,146,347	10,225,806
	b	Investments—corporate stock (attach schedule).......	911,881
	c	Investments—corporate bonds (attach schedule).......	181,148
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,463,311	10,273,740	10,353,978
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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	2,729,970	2,729,970
	28	Retained earnings, accumulated income, endowment, or other funds	-1,266,659	7,543,770
	29	Total net assets or fund balances (see instructions).....	1,463,311	10,273,740
	30	Total liabilities and net assets/fund balances (see instructions).	1,463,311	10,273,740

(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	SALE OF SECURITIES INVESTMENT	D	2023-01-01	2023-12-31
b	SALE OF SECURITIES INVESTMENT	P	2023-01-01	2023-12-31
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	519,285
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 ...................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	11,646
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
3	Add lines 1 and 2...........................	3	11,646
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	11,646
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	600
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	11,046
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	11,646
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
JESSE GROSSMAN	President 4.00	16,800
P O BOX 863 LA HABRA,CA906330863
JOHN J BARCAL	Secretary 4.00	16,800
P O BOX 863 LA HABRA,CA906330863

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	1A. ETIQUETTE ST LUCY'S HIGH SCHOOL MAY 2023 - GLENDORA, CA = $14,9811B. ETIQUETTE WORKSHOPS - ETIQUETTE IN A BOX OCTOBER 2023 - ORANGE COUNTY,CA = $9,0351C. ETIQUETTE WORKSHOPS - ETIQUETTE IN A BOX OCTOBER 2023 - ORANGE COUNTY,CA = $9,035	33,051
2	2A. ETIQUETTE REFRESHER OCTOBER 2023 - LOS ANGELES, CA = $8,4842B. ETIQUETTE REFRESHER NOVEMBER 2023 - SAN DIEGO, CA = $8,4842C. ETIQUETTE REFRESHER DECEMBER 2023 - WASHINGTON STATE = $8,484	25,452
3	3A. WORKSHOP - SOCIAL AND DINING SKILLS ETIQUETTE OCTOBER 2023 - FULLERTON, CA = $10,4483B. READING AND WRITING FOR COLLEGE 1/1/23 TO 12/31/23 - ONLINE = $7,535	17,983
4	4. SCHOLARSHIP AWARDS (62 TOTAL) = $228,6005. DONATION = $1,000	229,600

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........
4Qualifying distributions for 2023 from Part
XI, line 4: $
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2023.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........
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) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
JACQUELINE Q ALLEN - UC DAVIS 1100 DUTTON HALL ONE SHIELDS AVE DAVIS,CA95616	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,750
JENNA P GOLDSMITH - USC 700 CHILDS WAY JHH 325 LOS ANGELES,CA90089	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,750
VALERIE HERRERA - CAL STATE NORTHRI 18111 NORDHOFF STREET NORTHRIDGE,CA91330	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	5,500
HADLEY JOHNSON - UNIVERSITY OF MINN 106 PLEASANT ST SE MINNEAPOLIS,MN55455	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	6,050
LEAH JOHNSON - UNIVERSITY OF WASHIN PO BOX 24967 SEATTLE,WA98124	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
JOSH KLEIN - GEFFEN ACADEMY AT UCLA 11000 KINROSS AVE LOS ANGELES,CA90025	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	5,500
CARLY T LIPSCHITZ - UCLA 405 HILGARD AVENUE LOS ANGELES,CA90095	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
AMORETTE MARCUS - EMORY UNIVERSITY 200 DOWMAN DRIV STE 300 ATLANTA,GA30322	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,750
THERESA PERRY - CALSTATE FULLERTON PO BOX 6808 FULLERTON,CA92834	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
ADEN ZAIDI - HIGH POINT ACADEMY 1720 KINNELOA CANYON RD PASADENA,CA91107	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,750
RHEIS CHANG - USC 700 CHILDS WAY JHH 325 LOS ANGELES,CA90089	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,850
AMANDA ESTERSON - UC DAVIS 1100 DUTTON HALL DAVIS,CA95616	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
LOGAN A KAZARIAN - UNIV OF OREGON 1278 UNIVERSITY OF OREGON EUGENE,OR97403	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
MOLLY KELLER - OVERLAKE SCHOOL 20301 NE 108TH STREET REDMOND,WA98053	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
AUTUMN LY - ST MARK'S LUTHERAN SCHO 2323 LAS LOMITAS DR HACIENDA HEIGHTS,CA91745	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
MATTHEW X ALLEN - UC DAVIS 1100 DUTTON HALL ONE SHIELDS AVE DAVIS,CA95616	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
CAROLYN L BAKER - USC 700 CHILDS WAY JHH 325 LOS ANGELES,CA90089	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,750
SONNY S BHATIA - SERVITE HIGH SCHOO 1952 W LA PALMA AVE ANAHEIM,CA92801	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
MANAS S BRAHMBHATT - THE WEBB SCHOO 1175 W BASELINE RD CLAREMONT,CA91711	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
PAL S BRAHMBHATT - ST MARK'S LUTHER 2323 LAS LOMITAS DR HACIENDA HEIGHTS,CA91745	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
RUSSELL CHANG - UCI 228 ALDRICH HALL IRVINE,CA92697	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,750
JACOB CHO - FAIRMONT PREPARATORY AC PO BOX 54228 LOS ANGELES,CA90054	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
MARCUS CHO - FAIRMONT PRIVATE SCHOO PO BOX 54228 LOS ANGELES,CA90054	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
ANGELA J JIMINEZ RODRIGUEZ - NOTRE 13645 RIVERSIDE DR SHERMAN OAKS,CA91423	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
CORINNE J JIMENEZ RODRIGUEZ-NOTRE D 13645 RIVERSIDE DR SHERMAN OAKS,CA91423	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
ANDIE N KALINOWSKI - USC 700 CHILDS WAY JHH 325 LOS ANGELES,CA90089	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,750
NICHOLAS J NEAL - USC 700 CHILDS WAY JHH 325 LOS ANGELES,CA90089	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,750
NICOLE RAMIREZ - PACIFIC COLLEGE 3160 RED HILL AVE COSTA MESA,CA92626	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	5,500
KIANA REED - UCI 102 ALDRICH HALL IRVINE,CA92697	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
JUSTIN D SHAPIRO -UCLA 405 HILGARD AVENUE LOS ANGELES,CA90095	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
JEFFREY R WILLIAMS - AMERICAN MILIT 111 WEST CONGRESS ST CHARLES TOWN,WV25414	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
JOSEPH AGUILERA - FORDHAM UNIVERSIT 113 WEST 60TH STREET NEW YORK,NY10023	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
EMILE BADENER - REED COLLEGE 3203 SOUTHEAST WOODSTOCK BLVD PORTLAND,OR97202	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	5,500
NOAH BADENER - U COLORADO 2055 REGENT DR - 43 UCB BOULDER,CO80309	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
CHRISTINE BIRTJA - CAPELLA UNIVERSI 62762 COLLECTIONS CENTER DRIVE CHICAGO,IL60693	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	5,500
JESSICA GOLDBERG - CUNY SCHOOL OF L 2 CT SQUARE W QUEENS,NY11101	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	8,250
MORGAN HOFFBERG - CHAMINADE HS 7500 CHAMINADE AVE WEST HILLS,CA91304	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	7,700
ALLISON LIPSCHITZ - WESTERN U HEALT 309 E SECOND STREET POMONA,CA91766	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	11,000
ESPERANZA MAGANA - UCLA 1125 MURPHY HALL LOS ANGELES,CA90095	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	7,700
DAVID MIRANDA - CAL POLY POMONA 3801 W TEMPLE AVE POMONA,CA91768	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
GIOVANNI ROMAN - STANBRIDGE UNIVERS 2041 BUSINESS CENTER DR STE 107 IRVINE,CA92612	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	9,000
KAILEE SIN - WESTERN WASHINGTON U 516 HIGH STREET BELLINGHAM,WA98225	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
MEGAN ZAMILPA - USC 700 CHILDS WAY JHH 325 LOS ANGELES,CA90089	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	5,500
GLACOMO AMMAZZZALORSO - LOYOLA HS 1901 VENICE BLVD LOS ANGELES,CA90006	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
SAMUEL CHAPMAN - UCLA EXTENSION PO BOX 24901 LOS ANGELES,CA90024	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
ESTER COHEN - YALE SCHOOL OF MED PO BOX 208232 NEW HAVEN,CT06520	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	16,500
DARIAA KOVALENKO - CA LANGUAGE ACAD 444 WEST C STREET 420 SAN DEIGO,CA92101	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
VIKTORIIA KOVALENKO - CA LANGUAGE A 444 WEST C STREET 420 SAN DIEGO,CA92101	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
KATILYN ROMAN - GRAND CANYON UNIVER 3300 W CAMELBACK RD PHOENIX,AZ85017	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	4,000
JOSEPH JALOMA - CHRIST LUTHERAN BRE 820 W IMPERIAL HIGHWAY BREA,CA92821	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
NINA JALOMA - CHRIST LUTHERAN BREA 820 W IMPERIAL HIGHWAY BREA,CA92821	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
ADELIA OBERLIN - PRENTICE SCHOOL 18341 LASSEN DRIVE NORTH TUSTIN,CA92705	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
GAGE OBERLIN - PRENTICE SCHOOL 18341 LASSEN DRIVE NORTH TUSTIN,CA92705	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
CARTER OBERLIN - PRENTICE SCHOOL 18341 LASSEN DRIVE NORTH TUSTIN,CA92705	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	2,200
MATEO TORRES - ST JAMES SCHOOL 4625 GARNET ST TORRANCE,CA90503	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
LORENZO TORRES - ST JAMES SCHOOL 4625 GARNET ST TORRANCE,CA90503	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	1,650
MONISHA PATEL - WEST LA COLLEGE 9000 OVERLAND AVE CULVER CITY,CA90230	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
AVA GOLDSTEIN - UCSB 2103 SAASB SANTA BARBARA,CA93106	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
DOMINIQUE VITTI - GEORGIA TECH 225 NORTH AVENUE NW ATLANTA,GA30332	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	5,500
ADRIAN VITTI - CSUN 18111 NORDHOFF STREET NORTHRIDGE,CA91330	NONE	NC	SCHOLARSHIP EDUCATIONAL COSTS	3,300
CREATE AN IMPACT 1124 S OAKLAND AVE PASADENA,CA91106	NONE	PC	DONATION	1,000
Total ................................. 3a				229,600

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,199,339	2,375,875	-176,536
b	1,788,849	1,093,028	695,821
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			-176,536
b			695,821
c
d
e

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
NONE

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	(e) Total
	318,583	42,911	68,821	68,896	499,211
b 85% (0.85) of line 2a .........	270,796	36,474	58,498	58,562	424,330
c Qualifying distributions from Part XI, line 4 for each year listed .....	306,086	191,728	176,548	162,825	837,187
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 ....	306,086	191,728	176,548	162,825	837,187
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 ..	276,699	76,615	80,656	78,624	512,594
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

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	285,234
4 Dividends and interest from securities ....			14	80,702
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	519,285
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) ..				885,221


(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...................

bApproved for future payment

Total ................................. 3b

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of organization BRINNEGAR CHARITABLE FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	PHYLLIS CARLIN ADMINISTRATIVE TRUST 1301 EAST ROAD LA HABRA HEIGHTS, CA90631	$ 8,278,647	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization BRINNEGAR CHARITABLE FOUNDATION INC		Employer identification number 20-2729668

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	MARKETABLE SECURITIES	$ 2,237,926	2023-04-03
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)


Name of organization BRINNEGAR CHARITABLE FOUNDATION INC			Employer identification number 20-2729668
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
AGENT FEE	278	205	205	73
CA FORM 199 - FEES	50	50	50
INVESTMENT SERVICE FEE	10,114	10,114	10,114
PAYROLL PROCESSING FEE	2,020	650	650	1,370
POSTAGE	354	354	354
PRIOR DIR. EMERITUS	16,800	16,800	16,800
SEMINAR MATERIAL FEE	14,053			14,053
SPEAKER FEES	2,693			2,693
SUPPLIES	189			189

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL TAXES	1,442	-1,442	-1,442
FOREIGN TAXES	1,336	1,336	1,336
PAYROLL TAXES	5,036	1,226	1,226	3,810

Software ID:	23017517
Software Version:	2023v5.0