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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BRUCE AND CAROLYN COSTIN MARTIN
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)29066 CLIFFSIDE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MALIBU, CA90265
A Employer identification number

84-3808773
B Telephone number (see instructions)

(310) 924-1703
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$0J Accounting method:
MODIFIED CASH BASI
(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) 550,431
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 122,974 120,109  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 308,219
b Gross sales price for all assets on line 6a 3,725,150
7 Capital gain net income (from Part IV, line 2)... 308,219
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)....... Click to see attachment
List of Attached Documents:
// Content
205,946 0 205,946
12 Total. Add lines 1 through 11........ 1,187,570 428,328 205,946
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,500 0 100,500 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
34,922 0 0 34,922
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,500 0 0 46,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,003 26,578 14,918 38,507
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,817 751 8,066 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 27,207 0 0 27,207
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,747 432 43,915 1,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 358,696 27,761 167,399 148,536
25 Contributions, gifts, grants paid....... 212,750 212,750
26 Total expenses and disbursements. Add lines 24 and 25 571,446 27,761 167,399 361,286
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 616,124
b Net investment income (if negative, enter -0-) 400,567
c Adjusted net income (if negative, enter -0-)... 38,547
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 135,696    
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 2,300,872 0 0
c Investments—corporate bonds (attach schedule).......      
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).......... 2,198,201 0 0
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) 4,634,769 0 0
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........... 4,634,769 0
25 Net assets with donor restrictions............    
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)..... 4,634,769 0
30 Total liabilities and net assets/fund balances (see instructions). 4,634,769 0
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
4,634,769
2
Enter amount from Part I, line 27a .....................
2
616,124
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,250,893
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,250,893
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
0
Form 990-PF (2024)
Form 990-PF (2024)
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 ABBOTT LABORATORIES COM - 200 SHS     2024-03-15
b AIR LIQUIDE-UNSPONSORED ADR - 0.1 SHS   2024-06-04 2024-07-09
c AMPHENOL CORP-CL A - 36 SHS   2024-06-04 2024-06-20
d APTIV PLC - 24 SHS   2024-06-04 2024-11-13
e ARCADIUM LITHIUM PLC - 17 SHS   2024-06-04 2024-11-13
ARCADIUM LITHIUM PLC - 115 SHS   2024-06-04 2024-11-13
ARCADIUM LITHIUM PLC - 56 SHS   2024-06-04 2024-11-13
ARES MANAGEMENT CORP - A - 9 SHS   2024-06-04 2024-10-24
ARES MANAGEMENT CORP - A - 268 SHS     2024-12-19
ARES MANAGEMENT CORP - A - 47 SHS   2024-06-04 2024-12-19
ASTRAZENECA PLC-SPONS ADR - 37 SHS   2024-06-04 2024-10-24
ASTRAZENECA PLC-SPONS ADR - 242 SHS   2024-06-04 2024-11-07
AVANTOR INC - 14 SHS   2024-06-04 2024-06-25
AVANTOR INC - 13 SHS   2024-06-04 2024-06-25
AVANTOR INC - 7 SHS   2024-06-04 2024-06-25
BAE SYS PLC SPONS ADR - 15 SHS   2024-06-04 2024-09-24
CHARLES RIVER LABORATORIES - 13 SHS   2024-06-04 2024-10-29
CHARLES RIVER LABORATORIES - 2 SHS   2024-06-04 2024-10-29
CINTAS CORP - 3 SHS   2024-06-04 2024-06-26
CINTAS CORP - 1 SHS   2024-06-04 2024-07-10
CME GROUP INC - 9 SHS   2024-03-20 2024-10-24
COPART INC COM - 25 SHS   2024-06-04 2024-06-26
CROWDSTRIKE HOLDINGS INC - A - 11 SHS   2024-06-04 2024-06-10
CROWDSTRIKE HOLDINGS INC - A - 3 SHS   2024-06-04 2024-06-24
BERKSHIRE HATHAWAY INC CL B - 473 SHS   2024-03-14 2024-03-15
BLACKSTONE INC - 22 SHS   2024-03-20 2024-10-24
BLACKSTONE INC - 70 SHS   2024-06-04 2024-12-19
BLACKSTONE INC - 612 SHS     2024-12-19
BLUE OWL CAPITAL INC - 1252 SHS     2024-12-19
BROADCOM INC COM - 230 SHS     2024-08-05
BROOKFIELD CORP - 33 SHS   2024-06-04 2024-10-24
CADENCE DESIGN SYS INC - 2 SHS   2024-06-04 2024-07-10
CROWDSTRIKE HOLDINGS INC - A - 2 SHS   2024-06-04 2024-07-10
CROWDSTRIKE HOLDINGS INC - A - 2 SHS   2024-06-04 2024-07-18
CROWDSTRIKE HOLDINGS INC - A - 1 SHS   2024-06-04 2024-07-18
CROWDSTRIKE HOLDINGS INC - A - 4 SHS   2024-07-22 2024-06-04
DANAHER CORP COM - 12 SHS   2024-06-04 2024-06-11
DEXCOM INC - 16 SHS     2024-10-16
EDENRED SA-UNSP ADR - 53 SHS   2024-06-04 2024-11-25
EDENRED SA-UNSP ADR - 105 SHS   2024-06-04 2024-11-26
EDWARDS LIFESCIENCES CORP - 23 SHS   2024-06-04 2024-08-28
EDWARDS LIFESCIENCES CORP - 1 SHS   2024-06-04 2024-11-01
EDWARDS LIFESCIENCES CORP - 17 SHS   2024-06-04 2024-11-01
EDWARDS LIFESCIENCES CORP - 22 SHS   2024-06-04 2024-11-04
EDWARDS LIFESCIENCES CORP - 26 SHS   2024-06-04 2024-11-05
ENERGY SELECT SECTOR SPDR - 1107 SHS   2024-03-14 2024-03-15
ENTEGRIS INC - 10 SHS     2024-10-16
FIVE BELOW - 9 SHS   2024-06-04 2024-07-18
FIVE BELOW - 9 SHS   2024-06-04 2024-07-18
FTAI AVIATION LTD - 27 SHS   2024-06-04 2024-10-24
HUMANA INC - 7 SHS   2024-06-04 2024-09-13
ICON PLC - 10 SHS   2024-06-04 2024-06-25
IRON MOUNTAIN INC - 17 SHS   2024-06-04 2024-10-24
IRON MOUNTAIN INC - 497 SHS     2024-12-19
KLA CORP - 2 SHS   2024-06-04 2024-06-24
LAMB WESTON HOLDINGS INC - 15 SHS   2024-06-04 2024-07-29
LILLY, ELI & CO. - 32 SHS   2024-06-04 2024-07-26
MAGNERA CORP - 11 SHS   2024-06-04 2024-11-07
MAGNERA CORP - .3285 SHS   2024-06-04 2024-11-14
MARSH & MCLENNAN COS - 481 SHS     2024-03-15
MERCADOLIBRE INC - 1 SHS   2024-06-04 2024-09-24
MICROCHIP TECHNOLOGY INC - 12 SHS   2024-06-04 2024-06-24
MICROCHIP TECHNOLOGY INC - 164 SHS     2024-10-23
MICROSOFT CORP - 200 SHS     2024-03-15
MORGAN STANLEY 1.164% 21 OCT 2025 - 50000 SHS   2024-04-09 2024-10-21
PINTEREST INC- CLASS A - 24 SHS     2024-09-13
PROCORE TECHNOLOGIES INC - 7 SHS   2024-07-22 2024-10-15
PROCORE TECHNOLOGIES INC - 9 SHS     2024-10-15
RECKITT BENCKISER-SPON ADR - 202 SHS   2024-06-04 2024-07-16
ROBERT HALF INTERNATIONAL INC - 217 SHS     2024-08-09
S&P GLOBAL INC - 6 SHS   2024-06-04 2024-08-07
SCHWAB (CHARLES) CORP - 24 SHS   2024-05-14 2024-10-24
SHISEIDO LTD-SPONSORED ADR - 10 SHS   2024-06-04 2024-12-05
SHISEIDO LTD-SPONSORED ADR - 85 SHS   2024-06-04 2024-12-06
SPROUTS FARMERS MARKET INC - 13 SHS   2024-06-04 2024-06-10
ST MICROELECTRONICS N V SHS ADR - 36 SHS   2024-06-04 2024-08-28
ST MICROELECTRONICS N V SHS ADR - 10 SHS   2024-06-04 2024-08-28
SYSCO CORP - 15 SHS   2024-03-20 2024-05-23
SYSCO CORP - 69 SHS   2024-03-20 2024-05-23
T-MOBILE US INC - 12 SHS   2024-06-04 2024-06-11
T-MOBILE US INC - 8 SHS   2024-06-04 2024-08-07
T-MOBILE US INC - 8 SHS   2024-06-04 2024-10-22
TOKIO MARINE HOLDINGS-ADR - 18 SHS   2024-06-04 2024-11-25
TOYOTA MOTOR CORP ADR - 11 SHS   2024-06-04 2024-07-16
TRANSDIGM GROUP INC - 37 SHS     2024-12-19
TREASURY BILL 12 SEP 2024 - 35200 SHS   2024-06-12 2024-08-16
ULTA BEAUTY INC - 10 SHS   2024-06-04 2024-09-20
ULTA BEAUTY INC - 3 SHS   2024-06-04 2024-10-15
UNION PACIFIC CORP - 201 SHS     2024-03-15
VESTAS WIND SYSTEMS-UNSP ADR - 304 SHS   2024-06-04 2024-11-22
VICI PROPERTIES INC - 128 SHS   2024-06-04 2024-10-23
VICI PROPERTIES INC - 128 SHS   2024-06-04 2024-12-19
VICI PROPERTIES INC - 1592 SHS     2024-12-19
WALT DISNEY COMPANY/THE 1.75% 30 AUG 202 - 50000 SHS   2024-04-09 2024-08-30
YUM CHINA HOLDINGS INC - 83 SHS   2024-06-04 2024-07-16
ABBVIE INC - 127 SHS     2024-06-04
ACCENTURE PLC-CL A - 13 SHS     2024-03-25
ACCENTURE PLC-CL A - 85 SHS     2024-06-04
ACCENTURE PLC-CL A - 46 SHS   2020-02-05 2024-06-14
AGILENT TECHNOLOGIES INC 272 SHS   2022-12-19 2024-06-04
AGILENT TECHNOLOGIES INC - 20 SHS   2022-12-19 2024-06-18
AMERICAN TOWER CORPORATION - 19 SHS   2021-11-02 2024-06-04
AMERICAN TOWER CORPORATION - 1 SHS   2021-11-02 2024-06-04
ANALOG DEVICES INC - 226 SHS     2024-06-04
APPLE INC COM - 18 SHS   2023-01-31 2024-06-04
BANK OF NEW YORK MELLON CORP - 739 SHS   2022-12-19 2024-06-04
BEST BUY CO INC - 361 SHS   2022-12-19 2024-06-04
BROADRIDGE FINANCIAL SOLUTIO - 82 SHS     2024-06-04
BROADRIDGE FINANCIAL SOLUTIO - 7 SHS   2022-12-19 2024-10-24
CDW CORP/DE - 194 SHS     2024-06-04
CISCO SYSTEMS INC - 523 SHS     2024-06-04
COMCAST CORP-CLASS A - 705 SHS     2024-06-04
CONESTOGA SMALL CAP-INST - 1602.844 SHS   2022-12-19 2024-06-04
DODGE & COX INCOME-I - 42280.318     2024-04-03
EATON CORP PLC - 204 SHS   2022-12-19 2024-06-04
ELEVANCE HEALTH INC - 6 SHS   2022-12-19 2024-06-04
ESTEE LAUDER COMPANIES-CL A - 145 SHS     2024-06-04
FLEXSHARES GLOBAL UPSTREAM N - 1350 SHS   2022-12-19 2024-06-04
HOME DEPOT INC. - 29 SHS     2024-05-10
HONEYWELL INTL INC - 147 SHS     2024-06-04
HONEYWELL INTL INC - 18 SHS   2020-02-05 2024-11-13
INTERCONTINENTAL EXCHANGE IN - 15 SHS   2023-01-31 2024-06-04
INTERNATIONAL BUSINESS MACHINES - 147 SHS     2024-06-04
INTERNATIONAL BUSINESS MACHINES - 6 SHS   2023-03-01 2024-10-24
INVENOMIC FUND-INST - 4301.975 SHS   2022-12-19 2024-10-07
ISHARES PREFERRED & INCOME S - 1600 SHS   2022-12-19 2024-06-04
ISHARES RUSSELL 2000 VALUE E - 905 SHS   2022-12-19 2024-06-04
J.P. MORGAN CHASE & CO. - 33 SHS     2024-06-04
KROGER CO - 729 SHS   2023-04-06 2024-06-04
L3HARRIS TECHNOLOGIES INC - 41 SHS   2022-12-19 2024-06-04
MARSH & MCLENNAN COS - 298 SHS   2015-12-03 2024-06-04
MASCO CORP - 792 SHS     2024-06-04
MEDTRONIC PLC SHS - 548 SHS     2024-06-04
MNSTY MCKY H/Y CORP BND-I - 16768.5 SHS     2024-06-04
MONDELEZ INTERNATIONAL INC-A - 408 SHS     2024-06-04
NEXTERA ENERGY INC - 23 SHS   2023-01-31 2024-10-24
ORACLE CORP - 341 SHS   2022-12-19 2024-06-04
PIMCO INCOME FUND-INS - 13307.985 SHS   2022-12-19 2024-04-03
POOL CORP - 102 SHS     2024-06-04
PRIMERICA INC - 189 SHS     2024-06-04
PROCTOR & GAMBLE CO. - 277 SHS     2024-06-04
QUEST DIAGNOSTICS INC - 336 SHS     2024-06-04
UNION PACIFIC CORP - 154 SHS   2016-01-20 2024-06-04
VISA INC-CLASS A SHARES - 6 SHS   2017-03-14 2024-06-04
ZOETIS INC - 126 SHS   2022-12-19 2024-06-04
ENTERPRISE PRODUCTS PARTNERS - 118 SHS   2024-03-20 2024-10-24
APPLE INC COM - 131 SHS     2024-06-04
APPLE INC COM - 2 SHS   2015-10-12 2024-06-04
APPLE INC COM - 10 SHS   2015-10-12 2024-10-24
HOME DEPOT INC. - 2 SHS   2015-12-17 2024-05-10
HOME DEPOT INC. - 117 SHS   2015-12-17 2024-06-04
HOME DEPOT INC. - 8 SHS   2015-12-17 2024-10-11
NTERCONTINENTAL EXCHANGE IN - 314 SHS   2017-03-14 2024-06-04
NEXTERA ENERGY INC - 3 SHS   2017-10-05 2024-06-04
NEXTERA ENERGY INC - 7 SHS   2017-10-05 2024-09-20
VALERO ENERGY CORP - 423 SHS   2020-08-12 2024-06-04
NEXTERA ENERGY INC - 32 SHS   2017-10-05 2024-09-20
ASHMORE EMRG MRKTS EQ-INST - 14830.799 SHS     2024-06-04
CAPITAL GAINS DIVIDENDS P    
(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 22,784   23,819 -1,035
b 4   4 0
c 2,479   2,340 139
d 1,345   2,023 -678
e 90   72 18
608   490 118
294   239 55
1,522   1,210 312
35,682   35,280 402
6,344   6,274 70
2,816   2,947 -131
15,579   19,275 -3,696
309   339 -30
288   315 -27
155   170 -15
1,017   1,075 -58
2,385   2,705 -320
367   416 -49
2,116   2,034 82
712   678 34
2,069   1,936 133
1,367   1,329 38
4,194   3,385 809
1,140   923 217
190,946   192,137 -1,191
3,737   2,708 1,029
8,242   8,178 64
73,826   73,136 690
24,529   24,089 440
31,939   29,221 2,718
1,798   1,419 379
637   570 67
741   615 126
680   615 65
346   308 38
1,065   1,231 -166
3,156   3,145 11
1,103   1,867 -764
833   1,277 -444
1,650   2,531 -881
1,579   2,008 -429
68   87 -19
1,151   1,484 -333
1,464   1,921 -457
1,727   2,270 -543
101,900   101,423 477
1,028   1,317 -289
658   1,241 -583
669   1,241 -572
3,851   2,148 1,703
2,257   2,533 -276
3,131   3,190 -59
2,148   1,365 783
39,715   39,597 118
1,599   1,494 105
838   1,299 -461
25,977   26,555 -578
206   203 3
6   6 0
99,966   99,987 -21
2,117   1,631 486
1,073   1,145 -72
12,258   15,718 -3,460
83,411   84,582 -1,171
50,000   48,751 1,249
691   1,025 -334
441   486 -45
566   625 -59
2,244   2,357 -113
13,085   15,555 -2,470
2,878   2,579 299
1,732   1,843 -111
181   332 -151
1,544   2,823 -1,279
981   1,026 -45
1,113   1,531 -418
312   425 -113
1,097   1,225 -128
5,051   5,635 -584
2,156   2,107 49
1,528   1,405 123
1,759   1,405 354
673   638 35
2,267   2,316 -49
47,083   46,195 888
34,733   34,733 0
4,031   3,943 88
1,120   1,183 -63
49,247   50,070 -823
1,378   2,833 -1,455
4,194   3,686 508
3,697   3,686 11
45,700   45,561 139
50,000   49,339 661
2,589   2,949 -360
20,567   18,003 2,564
4,327   3,414 913
24,236   21,199 3,037
13,139   9,724 3,415
35,767   40,234 -4,467
2,672   2,958 -286
3,792   5,357 -1,565
199   282 -83
52,081   38,648 13,433
3,493   2,585 908
43,812   32,870 10,942
31,493   28,949 2,544
16,311   12,123 4,188
1,522   934 588
43,257   35,381 7,876
24,484   27,400 -2,916
27,797   30,410 -2,613
112,904   95,337 17,567
523,008   538,781 -15,773
65,472   31,740 33,732
3,244   3,025 219
18,042   32,099 -14,057
55,675   57,686 -2,011
10,019   7,196 2,823
30,180   28,165 2,015
4,209   3,165 1,044
2,014   1,605 409
24,300   20,193 4,107
1,307   771 536
74,338   85,093 -10,755
50,879   49,920 959
139,195   124,410 14,785
6,563   4,575 1,988
37,936   35,229 2,707
9,242   8,414 828
61,923   61,923 0
53,833   37,375 16,458
45,240   48,040 -2,800
86,358   88,931 -2,573
27,607   26,970 637
1,937   1,701 236
40,598   27,505 13,093
140,532   140,000 532
36,067   40,945 -4,878
42,394   26,762 15,632
45,776   36,724 9,052
47,321   50,753 -3,432
35,111   49,207 -14,096
1,628   538 1,090
21,620   18,141 3,479
3,418   3,395 23
25,424     25,424
388     388
2,295     2,295
691     691
38,419     38,419
3,286     3,286
42,169     42,169
230     230
583     583
65,406     65,406
2,665     2,665
160,914   135,109 25,805
79     79
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       -1,035
b       0
c       139
d       -678
e       18
      118
      55
      312
      402
      70
      -131
      -3,696
      -30
      -27
      -15
      -58
      -320
      -49
      82
      34
      133
      38
      809
      217
      -1,191
      1,029
      64
      690
      440
      2,718
      379
      67
      126
      65
      38
      -166
      11
      -764
      -444
      -881
      -429
      -19
      -333
      -457
      -543
      477
      -289
      -583
      -572
      1,703
      -276
      -59
      783
      118
      105
      -461
      -578
      3
      0
      -21
      486
      -72
      -3,460
      -1,171
      1,249
      -334
      -45
      -59
      -113
      -2,470
      299
      -111
      -151
      -1,279
      -45
      -418
      -113
      -128
      -584
      49
      123
      354
      35
      -49
      888
      0
      88
      -63
      -823
      -1,455
      508
      11
      139
      661
      -360
      2,564
      913
      3,037
      3,415
      -4,467
      -286
      -1,565
      -83
      13,433
      908
      10,942
      2,544
      4,188
      588
      7,876
      -2,916
      -2,613
      17,567
      -15,773
      33,732
      219
      -14,057
      -2,011
      2,823
      2,015
      1,044
      409
      4,107
      536
      -10,755
      959
      14,785
      1,988
      2,707
      828
      0
      16,458
      -2,800
      -2,573
      637
      236
      13,093
      532
      -4,878
      15,632
      9,052
      -3,432
      -14,096
      1,090
      3,479
      23
      25,424
      388
      2,295
      691
      38,419
      3,286
      42,169
      230
      583
      65,406
      2,665
      25,805
      79
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 2 308,219
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 5,568
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 5,568
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 5,568
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,389
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 9,389
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,821
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 3,821
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see list of attachments
List of Attached Documents:
// Content
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 2024 or the taxable year beginning in 2024? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowBRUCE MARTIN Telephone no.right arrow (310) 924-1703

Located atright arrow29066 CLIFFSIDE DRIVEMALIBUCA ZIP+4right arrow90265
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
CAROLYN COSTIN PRESIDENT
1.00 		0 0 0
29066 CLIFFSIDE DR
MALIBU,CA90265
BRUCE MARTIN SECRETARY/TREASURER
1.00 		0 0 0
29066 CLIFFSIDE DR
MALIBU,CA90265
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
CASSANDRA COPPERFIELD SLOSSER DIRECTOR OF OPERATIO
40.00 		0 0 0
23331 LOS ENCINOS WAY
WOODLAND HILLS,CA91367
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
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 THE CAROLYN COSTIN INSTITUTE LLC ENGAGES IN VARIOUS PROGRAMS TO PROVIDE EDUCATION TRAINING, CERTIFICATION, AND SUPPORT OF EATING DISORDER COACHES, MENTORS AND FAMILIES REGARDING THE TREATMENT OF EATING DISORDERS AND THEIR RELATIONSHIP OVERALL TO MENTAL HEALTH. 167,400
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 (2024)
Form 990-PF (2024)
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
4,636,171
b
Average of monthly cash balances.......................
1b
7,713
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,643,884
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
4,643,884
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,658
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,574,226
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
228,711
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
228,711
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,568
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,568
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
223,143
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
223,143
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
223,143
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
361,286
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
361,286
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 223,143
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 21,221
c From 2021...... 35,558
d From 2022...... 133,071
e From 2023...... 183,906
f Total of lines 3a through e ........ 373,756
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 361,286
a Applied to 2023, 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)........ 		0
d Applied to 2024 distributable amount..... 223,143
e Remaining amount distributed out of corpus 138,143
5 Excess distributions carryover applied to 2024. 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 5 511,899
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		511,899
10 Analysis of line 9:
a Excess from 2020.... 21,221
b Excess from 2021.... 35,558
c Excess from 2022.... 133,071
d Excess from 2023.... 183,906
e Excess from 2024.... 138,143
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
CAROLYN COSTIN
BRUCE MARTIN
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

PROJECT HEAL

PO BOX 160185
BROOKLYN,NY11216 		N/A PC UNRESTRICTED CONTRIBUITION 15,000

WILDAID

333 PINE STREET SUITE 300
SAN FRANCISCO,CA94104 		N/A PC UNRESTRICTED CONTRIBUTION 39,250

LEADING HARVEST

6011 CALIFORNIA AVE SW 100A
SEATTLE,WA98136 		N/A PC UNRESTRICTED CONTRIBUTION 25,000

CHICO UNIVERSITY FOUNDATION

400 W FIRST STREET
CHICO,CA95929 		N/A PC UNRESTRICTED CONTRIBUTION 26,000

SHELDRICK WILDLIFE TRUST USA

25283 CABOT ROAD SUITE 101
LAGUNA HILLS,CA92653 		N/A PC UNRESTRICTED CONTRIBUTION 35,000

OAKLAND LITERACY COALITION

2744 E 11TH ST SUITE A10
OAKLAND,CA94601 		  PC UNRESTRICTED CONTRIBUTION 10,000

MARCH FOR OUR LIVES FOUNDATION

PO BOX 3417
NEW YORK,NY10008 		N/A PC UNRESTRICTED CONTRIBUTION 12,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 350
WASHINGTON,DC20006 		N/A PC UNRESTRICTED CONTRIBUTION 1,000

CIVIC NATION

1025 VERMONT AVE NW SUITE 1120
WASHINGTON,DC20005 		N/A PC UNRESTRICTED CONTRIBUTION 10,000

CENTER FOR FARMWORKER FAMILIES

PO BOX 957
FELTON,CA95018 		N/A PC UNRESTRICTED CONTRIBUTION 2,500

HIJAS DEL CAMPO

279 BAYVIEW DR
OAKLEY,CA94561 		N/A PC UNRESTRICTED CONTRIBUTION 2,500

FRIENDS OF BALLONA WETLANDS

211 CULVER BLVD
PLAYA DEL RAY,CA90293 		N/A PC UNRESTRICTED CONTRIBUTION 5,000

OFFICE OF

3360 NORTH SAN FERNANDO ROAD 1024
LOS ANGELES,CA90039 		N/A PC UNRESTRICTED CONTRIBUTION 12,000

CA HOSPITAL MEDICAL FDN (HOPE STREET)

1600 SOUTH HOPE STREET
LOS ANGELES,CA90015 		N/A PC UNRESTRICTED CONTRIBUTION 7,500

WOMEN MAKE MOVIES

231 W 29TH ST SUITE 1006
NEW YORK,NY10001 		N/A PC UNRESTRICTED CONTRIBUTION 10,000
Total .................................right arrow 3a 212,750
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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
aTUITION FEES         189,450
bTRAINING FOR TREATMENT CENTERS         2,374
cCONTINUING EDUCATION COURSES         5,725
dCERTIFICATE RENEWALS         3,675
eOTHER INCOME         4,722
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 ....     14 122,974  
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 ............ 		    18 308,219  
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) .. 0 431,193 205,946
13Total. Add line 12, columns (b), (d), and (e)..................
13
637,139
(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.)
1 TUITION/FEES SUPPORT THE COSTS OF THE CAROLYN COSTIN INSTITUTE LLC. SEE PART VIII-A FOR DESCRIPTION OF ACTIVITIES AND RELATED EXPENSES.
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE BRUCE AND CAROLYN COSTIN MARTIN
CHARITABLE FOUNDATION
Employer identification number

84-3808773
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE BRUCE AND CAROLYN COSTIN MARTIN
CHARITABLE FOUNDATION 		Employer identification number
84-3808773
Part I
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
BRUCE MARTIN AND CAROLYN COSTIN
29066 CLIFFSIDE DRIVE
 
MALIBU, CA90265

$ 23,819


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BRUCE MARTIN AND CAROLYN COSTIN
29066 CLIFFSIDE DRIVE
 
MALIBU, CA90265

$ 191,792


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
BRUCE MARTIN AND CAROLYN COSTIN
29066 CLIFFSIDE DRIVE
 
MALIBU, CA90265

$ 84,581


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
BRUCE MARTIN AND CAROLYN COSTIN
29066 CLIFFSIDE DRIVE
 
MALIBU, CA90265

$ 99,615


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
BRUCE MARTIN AND CAROLYN COSTIN
29066 CLIFFSIDE DRIVE
 
MALIBU, CA90265

$ 101,418


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
BRUCE MARTIN AND CAROLYN COSTIN
29066 CLIFFSIDE DRIVE
 
MALIBU, CA90265

$ 49,206


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE BRUCE AND CAROLYN COSTIN MARTIN
CHARITABLE FOUNDATION 		Employer identification number

84-3808773
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
 200 SHARES ABBOTT LABORATORIES (ABT) $ 23,819 2024-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 473 SHARES BERKSHIRE HATHAWAY INC (BRK/B) $ 191,792 2024-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 200 SHARES MICROSOFT CORP (MSFT) $ 84,581 2024-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 481 SHARES MARSH & MCLENNAN COS INC (MMC) $ 99,615 2024-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 1107 SHARES ENERGY SELECT SECTOR SPDR FUND (XLE) $ 101,418 2024-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 201 SHARES UNION PACIFIC CORP (UNP) $ 49,206 2024-03-14
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE BRUCE AND CAROLYN COSTIN MARTIN
CHARITABLE FOUNDATION 		Employer identification number

84-3808773
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.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 46,500 0 0 46,500

TY 2024 DissolutionStmt
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Dissolution Name Dissolution Address Explanation Dissolution Amount
THE BRUCE AND CAROLYN COSTIN MARTIN CHARITABLE FOUNDATION 29066 CLIFFSIDE DRIVE
MALIBU,CA90265 		THE FOUNDATION ENTERED INTO AN AGREEMENT AND PLAN OF MERGER WITH THE BRUCE AND CAROLYN COSTIN MARTIN CHARITABLE FOUNDATION (A DELAWARE NONPROFIT NONSTOCK CORPORATION), EIN 92-3702907 EFFECTIVE 4/24/2023. PURSUANT TO THIS AGREEMENT, ALL ASSETS OF THE FOUNDATION WERE TRANSFERRED TO THE ACQUIRING ORGANIZATION IN DECEMBER, 2024. 5,031,006


TY 2024 LiquidationExplanationStmt
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Statement:
THE FOUNDATION ENTERED INTO AN AGREEMENT AND PLAN OF MERGER WITH THE BRUCE AND CAROLYN COSTIN MARTIN CHARITABLE FOUNDATION (A DELAWARE NONPROFIT NONSTOCK CORPORATION), EIN 92-3702907 EFFECTIVE 4/24/2023. PURSUANT TO THIS AGREEMENT, ALL ASSETS OF THE FOUNDATION WERE TRANSFERRED TO THE ACQUIRING ORGANIZATION IN DECEMBER, 2024.


TY 2024 LegalFeesSchedule
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 34,922 0 0 34,922


TY 2024 OtherDecreasesSchedule
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Description Amount
UNREALIZED GAIN 595,274
TRANSFER OF NET ASSETS PURSUANT TO MERGER AGREEMENT 4,655,619


TY 2024 OtherExpensesSchedule
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE 12,977 0 11,777 1,200
FILING FEES 200 0 0 200
BANK FEES 555 432 123 0
ADVERTISING 28,767 0 28,767 0
INSURANCE 1,186 0 1,186 0
PAYROLL FEES 2,062 0 2,062 0


TY 2024 OtherIncomeSchedule2
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
TUITION FEES 189,450   189,450
TRAINING FOR TREATMENT CENTERS 2,374   2,374
CONTINUING EDUCATION COURSES 5,725   5,725
CERTIFICATE RENEWALS 3,675   3,675
OTHER INCOME 4,722   4,722


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 53,425 0 14,918 38,507
INVESTMENT MANAGEMENT FEES 26,578 26,578 0 0


TY 2024 SubstantialContributorsSch
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Name Address
BRUCE MARTIN 29066 CLIFFSIDE DRIVE
MALIBU,CA90265
CAROLYN COSTIN 29066 CLIFFSIDE DRIVE
MALIBU,CA90265


TY 2024 TaxesSchedule
Name:
THE BRUCE AND CAROLYN COSTIN MARTIN
 
CHARITABLE FOUNDATION
EIN:
84-3808773
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 15,000 0 0 0
FOREIGN TAXES WITHHELD 751 751 0 0
PAYROLL TAXES 8,066 0 8,066 0