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 08-01-2024 , and ending 07-31-2025
Name of foundation
ARGYROS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)949 SOUTH COAST DRIVE 600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COSTA MESA, CA92626
A Employer identification number

95-3421867
B Telephone number (see instructions)

(714) 481-5000
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$493,298,577J 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... 6,111,641 6,111,641  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,907,017
b Gross sales price for all assets on line 6a 46,364,491
7 Capital gain net income (from Part IV, line 2)... 6,638,704
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
280,243 245,606  
12 Total. Add lines 1 through 11........ 21,298,901 12,995,951  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 194,673 0   194,673
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,169 6,585   6,584
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
91,732 45,866   45,866
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
295,547 47,049   12,898
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,778 0   4,778
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,138,666 2,107,009   27,017
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,738,565 2,206,509   291,816
25 Contributions, gifts, grants paid....... 33,808,461 33,774,256
26 Total expenses and disbursements. Add lines 24 and 25 36,547,026 2,206,509   34,066,072
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,248,125
b Net investment income (if negative, enter -0-) 10,789,442
c Adjusted net income (if negative, enter -0-)...  
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............. 862,209 1,323,800 1,323,800
2 Savings and temporary cash investments......... 2,284,074 2,717,572 2,717,572
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) 7,575,755 Click to see attachment
List of Attached Documents:
// Content
9,676,251 		9,179,003
b Investments—corporate stock (attach schedule)....... 200,544,722 Click to see attachment
List of Attached Documents:
// Content
170,463,364 		284,425,288
c Investments—corporate bonds (attach schedule)....... 18,388,200 Click to see attachment
List of Attached Documents:
// Content
17,175,325 		17,729,521
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).......... 97,083,968 Click to see attachment
List of Attached Documents:
// Content
110,301,500 		177,923,393
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
165,125 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 326,904,053 311,657,812 493,298,577
Liabilities 17 Accounts payable and accrued expenses.......... 8,384 1,380
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)......... 8,384 1,380
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 326,895,669 311,656,432
29 Total net assets or fund balances (see instructions)..... 326,895,669 311,656,432
30 Total liabilities and net assets/fund balances (see instructions). 326,904,053 311,657,812
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
326,895,669
2
Enter amount from Part I, line 27a .....................
2
-15,248,125
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,888
4
Add lines 1, 2, and 3 ..........................
4
311,656,432
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
311,656,432
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 PUBLICLY TRADED SECURITIES P 2024-08-01 2025-07-31
b CAPITAL GAINS DIVIDENDS P 2024-08-01 2025-07-31
c CAPITAL GAIN/LOSS FROM FLOW-THRU K-1S P 2024-08-01 2025-07-31
d ANRP II (AIV-L DEE III A) DISPOSITION OF PARTNERSHIP INTEREST P 2024-08-01 2025-07-31
e RIVERVIEW STRATEGIC OPPORTUNITY FUND DISTRIBUTION IN EXCESS OF BASIS P 2024-08-01 2025-07-31
NAPIER PRK DEEP VALU CR FND CAYM DISTRIBUTION IN EXCESS OF BASIS P 2024-08-01 2025-07-31
NEXUS SPEC SITUATIONS II CAYMAN DISTRIBUTION IN EXCESS OF BASIS P 2024-08-01 2025-07-31
(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 45,275,827   38,846,895 6,428,932
b 336,238     336,238
c     878,601 -878,601
d     291 -291
e 62,439     62,439
300,051     300,051
389,936     389,936
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       6,428,932
b       336,238
c       -878,601
d       -291
e       62,439
      300,051
      389,936
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 6,638,704
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) 1 149,973
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........................... 3 149,973
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- ..... 5 149,973
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 248,502
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 258,502
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 10 108,529
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow108,529 Refundedright arrow 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 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. ...............................
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 arrowVARDEN AMLOYAN Telephone no.right arrow (714) 481-5000

Located atright arrow949 SOUTH COAST DRIVE 600COSTA MESACA ZIP+4right arrow92626
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
 
No
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
KEVIN HAUBER PRESIDENT
10.00 		0 0 0
949 S COAST DR SUITE 600
COSTA MESA,CA92626
BRENT LAW SECRETARY, CIO & DIRECTOR
10.00 		0 0 0
949 S COAST DR SUITE 600
COSTA MESA,CA92626
STEPHANIE ARGYROS CO-CEO & DIRECTOR
10.00 		0 0 0
949 S COAST DR SUITE 600
COSTA MESA,CA92626
MELISSA ARGYROS CO-CEO & DIRECTOR
10.00 		0 0 0
949 S COAST DR SUITE 600
COSTA MESA,CA92626
VARDEN AMLOYAN CFO & TREASURER
10.00 		0 0 0
949 S COAST DR SUITE 600
COSTA MESA,CA92626
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
WENDY CANTOR EXECUTIVE DIRECTOR
40.00 		194,674 0 0
949 S COAST DR SUITE 600
COSTA MESA,CA92626
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  
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
313,814,269
b
Average of monthly cash balances.......................
1b
2,711,280
c
Fair market value of all other assets (see instructions)................
1c
159,705,444
d
Total (add lines 1a, b, and c).........................
1d
476,230,993
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
476,230,993
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,143,465
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
469,087,528
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
23,454,376
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
23,454,376
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
149,973
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
6,616
c
Add lines 2a and 2b............................
2c
156,589
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
23,297,787
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
23,297,787
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
23,297,787
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
34,066,072
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
34,066,072
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 23,297,787
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...... 571,438
c From 2021...... 325,774
d From 2022...... 7,435,720
e From 2023...... 14,386,646
f Total of lines 3a through e ........ 22,719,578
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 34,066,072
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..... 23,297,787
e Remaining amount distributed out of corpus 10,768,285
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 33,487,863
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 ...... 		33,487,863
10 Analysis of line 9:
a Excess from 2020.... 571,438
b Excess from 2021.... 325,774
c Excess from 2022.... 7,435,720
d Excess from 2023.... 14,386,646
e Excess from 2024.... 10,768,285
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).)
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 e-mail address of the person to whom applications should be addressed:
WENDY CANTOR
949 SOUTH COAST DRIVE SUITE 600
COSTA MESA,CA92626
(714) 481-5000
bThe form in which applications should be submitted and information and materials they should include:
1) IDENTITY & HISTORICAL BACKGROUND OF REQUESTING ORGANIZATION, 2) STATEMENT AS TO THE INTENDED USE OF THE CONTRIBUTION, 3) FEDERAL IDENTIFICATION NUMBER, AND 4) COPY OF THE IRS DETERMINATION LETTER INDICATING THE ORGANIZATION IS EXEMPT UNDER CODE SECTION 501(C)(3).
cAny submission deadlines:
JUNE 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE TYPICALLY PAID FOR SPECIAL PROJECTS & SITUATIONS.
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

WOOD RIVER HIGH SCHOOL

1250 FOX ACRES ROAD
HAILEY,ID83313 		NONE GOV EDUCATION 10,000

TESORO HIGH SCHOOL

ONE TESORO CREEK ROAD
LAS FLORES,CA92688 		NONE GOV EDUCATION 20,000

PLAYERS PHILANTHROPY FUND

1122 KENILWORTH DR STE 201
TOWSON,MD21204 		NONE PC PUBLIC CHARITY 10,250

PEDIATRIC CANCER RESEARCH FOUNDATION

17932 SKY PARK CIR SUITE E
IRVINE,CA92614 		NONE PC PUBLIC CHARITY 101,509

PACIFIC SYMPHONY ASSOCIATION

17620 FITCH 100
IRVINE,CA92614 		NONE PC PUBLIC CHARITY 35,000

PACIFIC MARINE MAMMAL CENTER

20612 LAGUNA CANYON ROAD
LAGUNA BEACH,CA92651 		NONE PC PUBLIC CHARITY 50,000

PACIFIC BATTLESHIP CENTER - BATTLESHIP USS IOWA MUSEUM

250 S HARBOR BLVD
LOS ANGELES,CA90731 		NONE PC PUBLIC CHARITY 50,000

OUR LADY QUEEN OF ANGELS CATHOLIC CHURCH

2100 MAR VISTA DRIVE
NEWPORT BEACH,CA92660 		NONE PC RELIGIOUS 20,000

ORANGE COUNTY YOUTH SPORTS FOUNDATION

PO BOX 9323
ANAHEIM,CA92812 		NONE PC PUBLIC CHARITY 5,000

ORANGE COUNTY SHERIFF'S ADVISORY COUNCIL

PO BOX 241
SANTA ANA,CA92702 		NONE PC PUBLIC CHARITY 15,000

PROJECT HOPE ALLIANCE

1954 PLACENTIA AVE SUITE 202
COSTA MESA,CA92627 		NONE PC PUBLIC CHARITY 25,000

SHERMAN LIBRARY & GARDENS

2647 EAST COAST HIGHWAY
CORONA DEL MAR,CA92625 		NONE PC PUBLIC CHARITY 500,409

SEGERSTROM CENTER FOR THE ARTS

600 TOWN CENTER DRIVE
COSTA MESA,CA92626 		NONE PC ARTS 24,675

SAN FRANCISCO SOLANO CATHOLIC CHURCH HELP

22082 ANTONIO PKWY
RANCHO SANTA MARGARITA,CA92688 		NONE PC RELIGIOUS 25,000

SADDLEBACK MEMORIAL FOUNDATION

24451 HEALTH CENTER DRIVE
LAGUNA HILLS,CA92653 		NONE PC MEDICAL 20,000

RONALD REAGAN PRESIDENTIAL FOUNDATION

40 PRESIDENTIAL DRIVE
SIMI VALLEY,CA93065 		NONE PC PUBLIC CHARITY 125,000

RIVIERA HALL LUTHERN SCHOOL

330 PALOS VERDES BLVD
REDONDO BEACH,CA90277 		NONE PC EDUCATION 10,000

ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION

1010 NORTH MAIN STREET
SANTA ANA,CA92701 		NONE PC EDUCATION 25,000

MILKEN INSTITUTE

1250 FOURTH STREET
SANTA MONICA,CA90401 		NONE PC PUBLIC CHARITY 2,551,156

MAULI OLA FOUNDATION

1003 SOUTH COAST HWY
LAGUNA BEACH,CA92651 		NONE PC PUBLIC CHARITY 10,000

MISSING PERSONS FOUNDATION

23016 LAKE FOREST DRIVE SUITE 147
LAKE FOREST,CA92653 		NONE PC PUBLIC CHARITY 50,000

MARINERS CHURCH

5001 NEWPORT COAST DRIVE
IRVINE,CA92603 		NONE PC RELIGIOUS 15,000

MAGNOLIA BAPTIST CHURCH

720 S MAGNOLIA AVE
ANAHEIM,CA92804 		NONE PC RELIGIOUS 10,000

LOS ANGELES POLICE FOUNDATION

633 W 5 ST SUITE 960
LOS ANGELES,CA90071 		NONE PC PUBLIC CHARITY 50,000

LOS ANGELES FIRE DEPARTMENT FOUNDATION

1700 STADIUM WAY 100
LOS ANGELES,CA90012 		NONE PC PUBLIC CHARITY 1,000,000

ORANGE CATHOLIC FOUNDATION

13280 CHAPMAN AVE SUITE 430
GARDEN GROVE,CA92840 		NONE PC RELIGIOUS 20,000

ONE HEART BULGARIA

165 N MAIN
PROVIDENCE,UT84332 		NONE PC PUBLIC CHARITY 20,000

OLIVE CREST

2130 EAST FOURTH STREET SUITE 200
SANTA ANA,CA92705 		NONE PC PUBLIC CHARITY 13,500

MUSICAL THEATRE ACADEMY OF ORANGE COUNTY

3935 SW BIRCH STREET
NEWPORT BEACH,CA92660 		NONE PC ARTS 50,250

NEWPORT BEACH POLICE FOUNDATION

2549 EASTBLUFF DR 358
NEWPORT BEACH,CA92660 		NONE PC PUBLIC CHARITY 25,000

NEWPORT BEACH FIRE DEPARTMENT FOUNDATION

23 CORPORATE PLAZA SUITE 150
NEWPORT BEACH,CA92660 		NONE PC PUBLIC CHARITY 50,000

NEWPORT BEACH CHAMBER FOUNDATION

4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE PC PUBLIC CHARITY 50,000

OCEAN INSTITUTE

24200 DANA POINT HARBOR DRIVE
DANA POINT,CA92629 		NONE PC EDUCATION 10,000

SIGMA ALPHA MU FOUNDATION MU THETA SAM USC CHAPTER EDUCATIONAL FUND

8701 FOUNDERS RD
INDIANAPOLIS,IN46268 		NONE PC PUBLIC CHARITY 2,500

SIGMA NU EDUCATIONAL FOUNDATION

9 NORTH LEWIS ST
LEXINGTON,VA24450 		NONE PC EDUCATION 1,000

THE SACRED MILITARY CONSTANTINIAN ORDER

301 NJ 17 STE 831
RUTHERFORD,NJ07070 		NONE PC PUBLIC CHARITY 15,000

TROJAN SIG FOUNDATION

10960 WILSHIRE BLVD 1510
LOS ANGELES,CA90024 		NONE PC PUBLIC CHARITY 50,000

UC IRVINE FOUNDATION

100 THEORY 250
IRVINE,CA92697 		NONE PC EDUCATION 758,530

UC REGENTS

19722 MACARTHUR BOULEVARD
IRVINE,CA92697 		NONE PC EDUCATION 21,315

UNITED WAY OF ORANGE COUNTY

18012 MITCHELL SOUTH
IRVINE,CA92614 		NONE PC EDUCATION 7,500

UNIVERSITY OF LA VERNE

1950 THIRD STREET
LA VERNE,CA91750 		NONE PC EDUCATION 50,000

UNIVERSITY OF SOUTHERN CALIFORNIA

840 W 34TH STREET
LOS ANGELES,CA90089 		NONE PC EDUCATION 4,015,451

WORD OF HONOR FUND

PO BOX 777
BELLEVUE,ID83313 		NONE PC PUBLIC CHARITY 53,473

WOMEN OF CHAPMAN - CHAPMAN UNIVERSITY

ONE UNIVERSITY DRIVE
ORANGE,CA92866 		NONE PC EDUCATION 10,000

WESTCOAST SPORTS ASSOCIATES INC

8939 S SEPULVEDA BLVD STE 110716
LOS ANGELES,CA90045 		NONE PC PUBLIC CHARITY 1,500

VICTORY FORMATION FOUNDATION

24711 CORDOVA DR APT B
DANA POINT,CA92629 		NONE PC PUBLIC CHARITY 4,000

USC-MARSHALL SCHOOL OF BUSINESS

3670 TROUSDALE PKWY
LOS ANGELES,CA90089 		NONE PC EDUCATION 500,000

USC HILLEL

3300 S HOOVER ST
LOS ANGELES,CA90007 		NONE PC EDUCATION 5,000

USC - THORNTON SCHOOL OF MUSIC

840 W 34TH ST MUS 408D
LOS ANGELES,CA90089 		NONE PC EDUCATION 25,000

UNLIMITED POSSIBILITIES

19200 VON KARMAN AVE SUITE 700
IRVINE,CA92612 		NONE PC PUBLIC CHARITY 100,000

USC-SCHOOL OF DRAMATIC ARTS

817 W 34TH STREET
LOS ANGELES,CA90089 		NONE PC PUBLIC CHARITY 500,000

THE NEW MAJORITY FOUNDATION

2350 KERNER BLVD 250
SAN RAFAEL,CA94901 		NONE PC PUBLIC CHARITY 26,500

SOUTH COAST REPERTORY

655 TOWN CENTER DRIVE PO BOX 2197
COSTA MESA,CA92628 		NONE PC ARTS 267,329

SOUTH COUNTY WATERMAN'S CLUB

22 JUNCTION COURT
TRABUCO CANYON,CA92679 		NONE PC PUBLIC CHARITY 10,000

SPECIAL OLYMPICS SOUTHERN CALIFORNIA

1600 FORBES WAY 200
LONG BEACH,CA90810 		NONE PC PUBLIC CHARITY 500

SPECIAL OPERATIONS WARRIOR FOUNDATION

1137 MARBELLA PLAZA DR
TAMPA,FL33619 		NONE PC PUBLIC CHARITY 2,500

SPIRIT ATHLETICS INC

PO BOX 531
DANVILLE,IN46122 		NONE PC EDUCATION 3,000

ST BALDRICK'S FOUNDATION

1333 MAYFLOWER AVE 400
MONROVIA,CA91016 		NONE PC RELIGIOUS 1,000

ST MARY'S SCHOOL

7 PURSUIT
ALISO VIEJO,CA92656 		NONE PC RELIGIOUS 25,000

STARS AND STRIPES CHILDREN'S FOUNDATION

PO BOX 7572
LAGUNA NIGUEL,CA92607 		NONE PC PUBLIC CHARITY 83,500

SUN VALLEY COMMUNITY SCHOOL

1 COMMUNITY SCHOOL DR
SUN VALLEY,ID83353 		NONE PC EDUCATION 25,000

SUN VALLEY PERFORMING ARTS CENTER

120 S MAIN STREET
KETCHUM,ID83340 		NONE PC ARTS 1,752,009

SUN VALLEY SYMPHONY

PO BOX 1914
SUN VALLEY,ID83353 		NONE PC ARTS 31,120

THE LIVING DESERT

47900 PORTOLA AVE
PALM DESERT,CA92260 		NONE PC PUBLIC CHARITY 25,000

THE ECOLOGY CENTER

32701 ALIPAZ STREET
SAN JUAN CAPISTRANO,CA92675 		NONE PC PUBLIC CHARITY 10,000

THE BUNNY MUSEUM

2605 LAKE AVE
ALTADENA,CA91001 		NONE PC PUBLIC CHARITY 10,000

SUN VALLEY WRITERS CONFERENCE

300 DOLLAR RD
SUN VALLEY,ID83353 		NONE PC PUBLIC CHARITY 40,000

LITERACY PROJECT FOUNDATION

3334 EAST COAST HIGHWAY SUITE 177
CORONA DEL MAR,CA92625 		NONE PC PUBLIC CHARITY 7,500

LAURA'S HOUSE

999 CORPORATE DRIVE SUITE 225
LADERA RANCH,CA92694 		NONE PC PUBLIC CHARITY 250,111

CDM FOUNDATION

2549 EASTBLUFF DRIVE SUITE 529
NEWPORT BEACH,CA92660 		NONE PC EDUCATION 26,000

CHAPMAN UNIVERSITY

ONE UNIVERSITY DRIVE
ORANGE,CA92866 		NONE PC EDUCATION 1,050,227

CHILD HELP USA

PO BOX 2954
NEWPORT BEACH,CA92659 		NONE PC PUBLIC CHARITY 25,000

CHILDREN'S MUSEUM OF ORANGE COUNTY

29 HUBBLE
IRVINE,CA92618 		NONE PC PUBLIC CHARITY 9,000

CHILENO BAY FOUNDATION INC

14605 N 73RD ST
SCOTTSDALE,AZ85260 		NONE PC PUBLIC CHARITY 3,005,278

CITY OF HOPE

1500 EAST DUARTE ROAD
DUARTE,CA91010 		NONE PC MEDICAL 6,266,371

DECORATIVE ARTS SOCIETY

PO BOX 1414
NEWPORT BEACH,CA92659 		NONE PC PUBLIC CHARITY 10,000

DAVE THOMAS FOUNDATION FOR ADOPTION

4900 TUTTLE CROSSING BLVD
DUBLIN,OH43016 		NONE PC PUBLIC CHARITY 3,000

CSIS CENTER FOR STRATEGIC & INTERNATIONAL STUDIES

1800 K STREET NW
WASHINGTON,DC20006 		NONE PC EDUCATION 25,000

BRACKENS KITCHEN INC

13941 NAUTILUS DR
GARDEN GROVE,CA92843 		NONE PC PUBLIC CHARITY 25,000

CROSWELL OPERA HOUSE & FINE ARTS ASSOCIATION

129 EAST MAUMEE STREET
ADRIAN,MI49221 		NONE PC ARTS 100,000

CORAZON DE VIDA FOUNDATION

14252 CULVER DR A-800
IRVINE,CA92604 		NONE PC PUBLIC CHARITY 10,000

CONTACT FRONT

1545 KNOX BLVD
JACKSON,NE68743 		NONE PC PUBLIC CHARITY 2,500

COMMUNITY LIBRARY ASSOCIATION

PO BOX 2168
KETCHUM,ID83340 		NONE PC PUBLIC CHARITY 25,000

BOYS AND GIRLS CLUB OF CENTRAL ORANGE COAST

17701 COWAN
IRVINE,CA92614 		NONE PC PUBLIC CHARITY 75,000

ALZHEIMER'S ASSOCIATION ORANGE COUNTY CHAPTER

770 THE CITY DRIVE SOUTH SUITE 7400
ORANGE,CA92868 		NONE PC MEDICAL 570,148

ALLIANCE FOR COMPASSION & EDUCATION

9470 MICRON AVENUE
SACRAMENTO,CA95827 		NONE PC PUBLIC CHARITY 10,000

AMERICAN CAREER COLLEGE EDUCATIONAL FOUNDATION

151 INNOVATION DRIVE
IRVINE,CA92617 		NONE PC PUBLIC CHARITY 25,000

ACT OUT THEATRE COMPANY

3299 WALNUT AVE
SIGNAL HILL,CA90755 		NONE PC ARTS 40,000

54 FOUNDATION

PO BOX 2911
HAYDEN,ID83835 		NONE PC PUBLIC CHARITY 5,000

1D BREAKTHROUGH

PO BOX 5021
HAGERSTOWN,MD21741 		NONE PC MEDICAL 7,500

AFTER SCHOOL ALL STARS

6420 WILSHIRE BLVD SUITE 1250
LOS ANGELES,CA90048 		NONE PC EDUCATION 559,270

DELTA GAMMA FOUNDATION

3250 RIVERSIDE DR
COLUMBUS,OH43221 		NONE PC PUBLIC CHARITY 10,000

AMERICAN HEART ASSOCIATION

4600 CAMPUS DRIVE
IRVINE,CA92617 		NONE PC MEDICAL 30,000

BOYS & GIRLS CLUB OF CAPISTRANO VALLEY

ONE VIA POSITIVA
SAN JUAN CAPISTRANO,CA92675 		NONE PC PUBLIC CHARITY 15,000

BOY SCOUTS OF AMERICA FOUNDATION (BSA)

1325 WEST WALNUT HILL LANE
IRVING,TX75038 		NONE PC PUBLIC CHARITY 25,000

BLAIR HOUSE FOUNDATION

PO BOX 27208
WASHINGTON,DC20038 		NONE PC PUBLIC CHARITY 700,000

AMERICAN RED CROSS

431 18TH STREET NW
WASHINGTON,DC20006 		NONE PC MEDICAL 105,000

BLAINE COUNTY 4-H LEADERS

302 FIRST AVENUE SOUTH
HAILEY,ID83333 		NONE PC PUBLIC CHARITY 162,000

BALBOA ISLAND MUSEUM & HISTORICAL SOCIETY

210 B MARINE AVE
BALBOA ISLAND,CA92662 		NONE PC PUBLIC CHARITY 65,000

ASSISTANCE LEAGUE OF NEWPORT-MESA

2220 FAIRVIEW ROAD
COSTA MESA,CA92627 		NONE PC PUBLIC CHARITY 1,000

ANDERSEN DEANS FOUNDATION

1900 PORT SEABOURNE WAY
NEWPORT BEACH,CA92660 		NONE PC EDUCATION 20,000

GLORIA DEI LUTHERAN CHURCH

33501 STONEHILL DR
DANA POINT,CA92629 		NONE PC RELIGIOUS 10,000

GREATER GOOD CHARITIES

1700 7TH AVE SUITE 116
SEATTLE,WA98101 		NONE PC PUBLIC CHARITY 2,000

GUIDE DOGS FOR THE BLIND

PO BOX 151200
SAN RAFAEL,CA94915 		NONE PC PUBLIC CHARITY 10,000

HIGHER GROUND SUN VALLEY

160 7TH STREET W SUITE 2C
KETCHUM,ID83340 		NONE PC PUBLIC CHARITY 25,000

HOAG HOSPITAL FOUNDATION

500 SUPERIOR AVENUE SUITE 350
NEWPORT BEACH,CA92663 		NONE PC MEDICAL 1,727,513

HOOVER INSTITUTION

434 GALVEZ MALL
STANFORD,CA94305 		NONE PC EDUCATION 499,289

HORATIO ALGER ASSOC OF DISTING AMERICAN

99 CANAL CENTER PLAZA
ALEXANDRIA,VA22314 		NONE PC PUBLIC CHARITY 539,660

HOUSE OF VICTORY - USC NIL FUNDS

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		NONE PC PUBLIC CHARITY 500,000

HUDSON RIVER MARITIME MUSEUM

50 RONDOUT LANDING
KINGSTON,NY12401 		NONE PC PUBLIC CHARITY 53,473

HUNTSMAN CANCER FOUNDATION

1950 CIR OF HOPE DR
SALT LAKE CITY,UT84112 		NONE PC MEDICAL 20,000

KRISTIN CHENOWETH ARTS & EDUCATION FUND

21700 OXNARD ST SUITE 2030
WOODLAND HILLS,CA91367 		NONE PC ARTS 50,000

KETCHUM & SUN VALLEY VOLUNTEER ASSOCIATION

PO BOX 1262
KETCHUM,ID83340 		NONE PC PUBLIC CHARITY 1,000

GIRLS INCORPORATED OF ORANGE COUNTY

1801 E EDINGER AVE
SANTA ANA,CA92705 		NONE PC PUBLIC CHARITY 20,000

JEWISH STUDENT CENTER USC CHABAD

2713 SEVERANCE STREET
LOS ANGELES,CA90007 		NONE PC RELIGIOUS 10,000

JESSIE REESE FOUNDATION

9701 RESEARCH DRIVE STE 150
IRVINE,CA92618 		NONE PC PUBLIC CHARITY 10,000

JACOB'S HOUSE

31525 JEDEDIAH SMITH RD
TEMECULA,CA92592 		NONE PC PUBLIC CHARITY 5,000

JOHN TRACY CENTER

2160 W ADAMS BLVD
LOS ANGELES,CA90018 		NONE PC MEDICAL 100,000

GIRL SCOUTS OF ORANGE COUNTY

9500 TOLEDO WAY 100
IRVINE,CA92618 		NONE PC PUBLIC CHARITY 25,750

GERMAN SHEPERD RESCUE OF ORANGE COUNTY

120 TUSTIN AVE
TUSTIN,CA92663 		NONE PC PUBLIC CHARITY 5,000

ETERNAL WORD TELEVISION NETWORK INC

5817 OLD LEEDS ROAD
IRONDALE,AL35210 		NONE PC RELIGIOUS 20,000

EMMA ALYSON & KATE HANCE FAMILY FOUNDATION

PO BOX 20795
FLORAL PARK,NY11002 		NONE PC PUBLIC CHARITY 10,000

ELEPHANT CLUB

110 EAST AVENIDA PALIZADA SUITE 301
SAN CLEMENTE,CA92672 		NONE PC PUBLIC CHARITY 190,000

EL SOL ACADEMY FOUNDATION

328 W HALESWORTH ST
SANTA ANA,CA92701 		NONE PC PUBLIC CHARITY 3,000

EDISON SOFTBALL BOOSTERS

PO BOX 5353
HUNTINGTON BEACH,CA92615 		NONE PC EDUCATION 10,000

DOMINGUEZ-ROTH INTEGRATIVE MEDICAL FOUNDATION

27405 PUERTA REAL 200
MISSION VIEJO,CA92691 		NONE PC MEDICAL 15,000

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DR
RANCHO MIRAGE,CA92270 		NONE PC MEDICAL 2,009,594

GEORGE W BUSH PRESIDENTIAL CENTER

2943 SMU BLVD
DALLAS,TX75205 		NONE PC PUBLIC CHARITY 1,048,596

FOSTER LOVE-A PROJECT OF TOGETHER WE RISE CORP

560 W LAMBERT RD
BREA,CA92821 		NONE PC PUBLIC CHARITY 30,000

FIRST LOVE MINISTRIES USA

56 CORNFLOWER
IRVINE,CA92620 		NONE PC RELIGIOUS 20,000

FILM INDEPENDENT INC

9911 WEST PICO BOULEVARD 11TH FLOOR
LOS ANGELES,CA90035 		NONE PC ARTS 100,000

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS RD
KANSAS CITY,MO64129 		NONE PC PUBLIC CHARITY 10,000
Total .................................right arrow 3a 33,774,256
bApproved for future payment

PEDIATRIC CANCER RESEARCH FOUNDATION
17932 SKY PARK CIR SUITE E
IRVINE,CA92614 		NONE PC RESEARCH ON CHILDHOOD CANCER 148,492

ORANGE COUNTY SHERIFF'S ADIVSORY COUNCIL
PO BOX 241
SANTA ANA,CA92702 		NONE PC S.T.A.R FACILITY 2,000,000

SHERMAN FOUNDATION
2647 EAST COAST HIGHWAY
CORONA DEL MAR,CA92625 		NONE PC BELL TOWER 499,591

RICHARD NIXON FOUNDATION
18001 YORBA LINDA BOULEVARD
YORBA LINDA,CA92886 		NONE PC NEW BUILDING CONSTRUCTION 10,000,000

UNIVERSITY OF SOUTHERN CALIFORNIA
840 W 34TH STREET
LOS ANGELES,CA90089 		NONE PC SUPPORT THE UNIVERSAL MENTAL HEALTH SCREENING FUND AND WEST CAMPUS ATHLETICS FACILITIES PROJECT 10,484,549

UNLIMITED POSSIBILITIES
19200 VON KARMAN AVE SUITE 700
IRVINE,CA92612 		NONE PC SUPPORT THE MULTIPLE MYELOMA RESEARCH ACCELERATOR FUND 150,000

CITY OF HOPE
1500 EAST DUARTE ROAD
DUARTE,CA91010 		NONE PC MEDICAL 749,254

LAURA'S HOUSE
999 CORPORATE DRIVE SUITE 225
LADERA RANCH,CA92694 		NONE PC PROGRAM SUPPORT 249,889
Total ................................. right arrow 3b 24,281,775
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
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 6,111,641  
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 .....     14 15,228  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 14,907,017  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aP/S INCOME(LOSS) 		900001 34,636 01 230,378  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 34,636 21,264,264 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
21,298,900
(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 (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

TY 2024 AccountingFeesSchedule
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 91,732 45,866   45,866

TY 2024 InvestmentsCorpBondsSchedule
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 3.20 % DUE MAY 14, 2026 720,571 758,103
AMERICAN EXPRESS 5.282 % DUE JUL 27, 2029 725,129 753,593
APPLE INC 2.90 % DUE SEP 12, 2027 494,801 513,753
ASTRAZENECA PLC 0.70 % DUE APR 8, 2026 529,086 586,552
AT&T INC 2.55 % DUE DEC 1, 2033 722,282 791,920
AUTOZONE INC 4.50 % DUE FEB 1, 2028 499,510 512,540
BANK OF AMERICA C 5.288 % DUE APR 25, 2034 722,662 764,354
BERKSHIRE HATHAWA 2.875 % DUE MAR 15, 2032 721,586 765,275
CISCO SYSTEMS INC 5.05 % DUE FEB 26, 2034 760,118 780,122
CLOROX CO/THEY 3.90 % DUE MAY 15, 2028 498,122 508,456
COMCAST CORP 3.55 % DUE MAY 1, 2028 774,938 693,685
DUKE ENERGY CAROL 2.85 % DUE MAR 15, 2032 718,480 770,012
GENERAL DYNAMICS 1.15 % DUE JUN 1, 2026 495,886 537,024
HONEYWELL INTERNA 2.50 % DUE NOV 1, 2026 499,000 521,313
JOHN DEERE CAPITA 5.15 % DUE SEP 8, 2033 734,934 750,537
METLIFE INC 4.55 % DUE MAR 23, 2030 715,581 752,870
NEXTERA ENERGY CA 3.55 % DUE MAY 1, 2027 495,785 511,562
PEPSICO INC 4.80 % DUE JUL 17, 2034 766,661 776,369
PFIZER INVESTMENT 4.75 % DUE MAY 19, 2033 719,189 733,030
PNC BANK NA 3.10 % DUE OCT 25, 2027 391,521 343,286
PNC FINANCIAL SER 6.875 % DUE OCT 20, 2034 716,496 750,102
PROCTER & GAMBLE 4.55 % DUE JAN 29, 2034 732,562 728,601
STARBUCKS CORP 3.80 % DUE AUG 15, 2025 516,425 508,556
T-MOBILE USA INC 4.70 % DUE JAN 15, 2035 769,906 795,088
TORONTO-DOMINION 4.456 % DUE JUN 8, 2032 727,693 769,915
UNION PACIFIC COR 4.50 % DUE JAN 20, 2033 503,835 509,340
WALMART INC 1.05 % DUE SEP 17, 2026 502,566 543,563

TY 2024 InvestmentsCorpStockSchedule
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD INDEX FDS S&P 500 ETF 51,995,231 90,087,151
FIDELITY 500 INDEX (FUND) 41,180,661 57,454,445
ISHARES CORE MSCI EAFE ETF 922,483 1,125,713
VANGUARD INST INDEX-INST 13,932,540 31,873,011
ISHARES GOLD TRUST ISHARES NEW 9,910,941 17,285,908
ISHARES S&P MIDCAP 400 INDEX 8,113,415 10,468,023
ISHARES RUSSELL 2000 ETF 2,720,617 3,265,181
S & P 500 INDEX FUND 5,465,721 14,791,265
ISHARES RUSSELL 3000 ETF 3,327,403 6,052,066
AMERIPRISE FINCL INC 834,473 1,436,423
AUTOZONE INC 465,162 463,511
BANCO SANTANDER S.A. 644,770 655,548
CBRE GROUP INC 1,321,615 1,506,940
COSTCO WHOLESALE CORP NEW 753,035 1,572,018
CRH PLC ORD SHS .32 EACH ORD EUR 917,814 1,714,473
ELI LILLY & CO 378,656 307,129
FERRARI 767,552 1,494,224
JPMORGAN CHASE & CO 1,025,588 2,020,949
LPL FINANCIAL 771,746 1,114,771
MASTERCARD INC CL A 645,986 866,160
MICROSOFT CORP 884,460 2,173,479
MIZUHO FNCL INC SPONS ADR 826,392 1,042,135
NETFLIX INC 830,520 1,926,923
NVIDIA CORPORATION 810,251 3,215,890
PROGRESSIVE CORP OHIO 1,181,101 1,721,631
SUMITOMO MITSUI FINL GROUP INC 652,784 587,265
TAIWAN SMCNDCTR MFG CO LTD ADR 714,326 1,972,827
TENCENT HLDGS LTD UNSPON ADR 1,671,670 2,045,063
UNITED RENTALS INC 352,535 814,954
WASTE MGMT INC (DELA) 765,826 1,085,760
ALPHABET INC CL A 673,252 1,093,830
AMAZON COM INC 762,717 1,528,738
AMRIZE AG USD0.01 SHORT 305,622 306,028
BERKSHIRE HATHAWAY CL-B NEW 645,083 674,788
CAPITAL ONE FINANCIAL CORP 838,542 895,475
EATON CORP PLC SHS 650,973 796,370
EXPAND ENERGY CORP 465,595 498,229
EXXON MOBIL CORP 438,325 446,002
FACEBOOK INC CL-A 1,032,112 1,303,246
INTERCONTINENTALEXCHANGE GROUP 411,643 671,857
JPMORGAN CHASE & CO 497,498 983,517
MICROSOFT CORP 701,312 1,840,575
MONDELEZ INTL INC COM 380,124 404,313
MONOLITHIC POWER 456,688 693,459
MOTOROLA SOLUTIONS INC 628,770 636,521
NVIDIA CORPORATION 223,330 1,635,515
O REILLY AUTOMOTIVE INC 540,796 799,342
SERVICENOW INC 502,516 630,004
SHERWIN WILLIAMS COMPANY OHIO 444,898 547,606
SPOTIFY TECHNOLOGY SA 571,596 679,796
TAIWAN SMCNDCTR MFG CO LTD ADR 1,078,613 1,351,864
TOPBUILD CORP COM 628,660 640,844
TRANSDIGM GROUP INC 516,176 585,479
UNITED RENTALS INC 796,106 1,010,966
WALT DISNEY CO HLDG CO 396,049 516,342
XYLEM INC COM 556,634 663,806
ZOETIS INC CLASS-A 534,460 449,940

TY 2024 InvestmentsGovtObligationsSch
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
US Government Securities - End of Year Book Value:

2,100,497
US Government Securities - End of Year Fair Market Value:

2,117,182
State & Local Government Securities - End of Year Book Value:


7,575,754
State & Local Government Securities - End of Year Fair Market Value:


7,061,821


TY 2024 InvestmentsOtherSchedule2
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
APOLLO NATURAL RESOURCES II AT COST 969,537 1,270,309
BDT FUND III AT COST 6,478,982 9,128,791
BLUE SAGE CAPITAL IV AT COST 877,800 502,890
BOW RIVER III AT COST 2,106,921 2,772,282
ELLIOTT ASSOCIATES AT COST 40,591,491 46,927,327
FORTRESS CREDIT OPPORTUNITY FUND V AT COST 2,720,915 3,498,190
FUND 3 TE SPIRITS LP AT COST 197,503 0
FUSE VENTURE PARTNERS II AT COST 1,385,432 1,842,562
GALAXY VENTURES FUND I AT COST 2,348,838 3,486,253
HEADLANDS CAPITAL SECONDARY FUND II AT COST 990,615 1,272,712
HEADLANDS CAPITAL SECONDARY FUND III AT COST 1,804,769 6,066,075
HEADLANDS CAPITAL SECONDARY FUND IV AT COST 3,707,038 7,096,179
KAIROS INVESTORS FUND II, LP AT COST 3,529,294 17,693,581
KAIROS HQ III AT COST 3,279,149 4,142,332
MILLENNIUM STRATEGIC CAPITAL AT COST 11,753,053 24,144,188
MONTAGE VENTURES III AT COST 3,482,335 3,944,663
NEXUS SPECIAL SITUATIONS II, LP AT COST 0 1,726,723
OKAPI VENTURES AT COST 142,313 96,751
PETERSHILL OFFSHORE II AT COST 1,164,342 1,744,935
PIMCO BRAVO FUND II AT COST 730,010 240,818
PRIMARY VENTURE PARTNERS IV AT COST 2,476,824 4,790,889
PRIME STORAGE FUND III AT COST 5,596,440 6,399,522
RIVERVIEW STRATEGIC OPPORTUNITIES FUND AT COST 0 234,971
RLH INVESTORS IV AT COST 4,292,051 6,891,847
SHARP ALPHA II AT COST 558,339 579,585
SHERIDAN CAPITAL PARTNERS III AT COST 2,079,595 4,133,453
SSC PARTNERS I, LP AT COST 1,087,623 2,201,769
SSC PARTNERS II, LP AT COST 1,778,769 4,948,781
TAMARACK GLOBAL II AT COST 2,671,522 8,222,885
VERTICAL VENTURE PARTNERS IV AT COST 1,500,000 1,922,130

TY 2024 LegalFeesSchedule
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 13,169 6,585   6,584


TY 2024 OtherAssetsSchedule
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SSC PARTNERS I, LP 165,125    


TY 2024 OtherExpensesSchedule
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LICENSES & FEES 1,020 0   0
PORTFOLIO EXPENSES 59,792 59,792   0
MEALS 3,882 1,941   0
MANAGEMENT FEES 248,437 248,437   0
PAYROLL OVERHEAD 19,031 0   19,031
OFFICE EXPENSE 5,050 5,050   0
INSURANCE 7,986 0   7,986
PORTFOLIO EXPENSES FROM K-1S 1,791,789 1,791,789   0
NON-DEDUCTIBLE EXPENSES FROM K-1S 1,679 0   0


TY 2024 OtherIncomeSchedule2
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 15,228 15,228 15,228
P/S INCOME(LOSS) 265,015 230,378 265,014


TY 2024 OtherIncreasesSchedule
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Description Amount
BOOK/TAX DIFFERENCE FROM FLOW THRU INVESTMENTS 8,888


TY 2024 TaxesSchedule
Name:
ARGYROS FAMILY FOUNDATION
EIN:
95-3421867
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 47,049 47,049   0
PAYROLL TAX 12,898 0   12,898
EXCISE TAX 235,400 0   0
CA UNREALTED BUSINESS INCOME TAX 200 0   0