2024-10-24T14:42:26-05:00 2023-12-31 330221239 THE BUSCH FIRM 2532 DUPONT DRIVE IRVINE CA 92612 990 2023-01-01 330881739 THE BEALL FAMILY FOUNDATION BEAL 9497186333 1200 NEWPORT CENTER DR 220 NEWPORT BEACH CA 92660 JEFFREY R BEALL CHAIRMAN 9497186343 2024-10-24 1 1 GREGORY BUSCH P00156481 9494747368 2023 2024-10-15 13:58:12Z JEFFREY R BEALL 1200 NEWPORT CENTER DR 220 NEWPORT BEACH CA 92660 1506624 0 X NONE X 1999 CA TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION 8 8 0 0 88021 86998 0 0 0 0 622432 145695 -120010 98034 502422 243729 2186120 1242635 0 0 0 0 0 0 0 181321 177009 2367441 1419644 -1865019 -1175915 7947088 6797037 0 0 7947088 6797037 TO PROVIDE CHARITABLE CONTRIBUTIONS AND SUPPORT TO VARIOUS LOCAL AND NATIONAL CHARITIES AND FOUNDATIONS. 0 0 1242635 1242635 CASH DONATIONS WERE MADE TO CHARITABLE ORGANIZATIONS TO SUPPORT VARIOUS LOCAL AND NATIONAL CHARITIES AND FOUNDATIONS. 1242635 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X KENNETH L BEALL 9497186343 1200 NEWPORT CENTER DR STE 220 NEWPORT BEACH CA 92660 X JEFFREY R BEALL CHAIRMAN/PRESIDENT/DIRECTOR 1.00 X X 0 0 0 KENNETH L BEALL VP/CFO/SECRETARY/TREASURER 1.00 X X 0 0 0 SHELLEY HOSS DIRECTOR 1.00 X 0 0 0 MICHAEL E RAKESTRAW DIRECTOR 1.00 X 0 0 0 CAROL FERGUSON DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 59666 253 59413 87773 0 87773 87773 87775 -2 1348924 1262895 86029 86029 86029 OTHER INCOME FROM K-1S 900099 47887 0 47887 ORDINARY INCOME/(LOSS) FROM K-1S 900099 -3426 0 -3426 CAPITAL GAIN/(LOSS) FROM K-1S 900099 -34200 -7 -34193 10261 243729 0 88021 155708 1242635 1242635 20074 20074 STATE TAX PAYMENTS 8500 8500 OTHER DED(FROM K-1'S) 130811 130811 INVT MGMT FEES-VARIOUS 17260 17260 FOREIGN TAXES PAID 264 264 100 100 1419644 1242635 177009 0 258441 141190 138804 46157 1734314 457999 5706097 6058421 109432 93270 7947088 6797037 0 0 X 0 0 0 0 7947088 6797037 7947088 6797037 7947088 6797037 X -1175915 50864 -25000 X 0 0 0 X X 1 ORANGE COUNTY COMMUNITY FOUNDATION 330378778 10 0 27500 0 1 27500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ALTAIR CLO EQUITY FUND LTD 177437 F ALTAIR CMBS FUND LLC 292253 F ALTAIR DIRECT LENDING FUND, LLC 113887 F CROSSLAYER CAPITAL FUND I, LP 141226 F FNE HOLDINGS, LLC 44435 F HARBOR VILLAGE ASSOCIATES, LTD 600000 F KAIROS VENTURE OPPORTUNITIES I, LP 904167 F KAIROS VENTURE PARTNERS II AIV, LP -2089 F KAIROS VENTURE PARTNERS II, LP 563161 F MONTAUK TRIGUARD FUND IV, LP 28311 F MREP INT'L II LP 110564 F SPECIAL OPPORTUNITIES FUND IV (CAYMAN), LP 94904 F VERTICAL VENTURE PARTNERS GROWTH FUND II, LP 144260 F VERTICAL VENTURE PARTNERS GROWTH FUND, LP 297609 F VERTICAL VENTURE PARTNERS II, LP 373096 F VERTICAL VENTURE PARTNERS III, LP 160738 F VISIONARY VENTURE FUND II (QP), LP 842188 F VISIONARY VENTURE FUND, LP 75465 F VVP IGNITE, LP 20434 C WOODMONT INVESTMENTS LIMITED 1076375 F 6058421 0 UNIVERSITY OF PITTSBURGH OFFICE OF INSTINL ADVCMNT 128 N CRAIG ST PITTSBURGH PA 15260 82500 0 SUPPORT DONALD R. BEALL CHAIR IN STRATEGIC MANAGEMENT HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS 99 CANAL CENTER PLAZA STE 320 ALEXANDRIA VA 22314 131669975 30000 0 GENERAL SUPPORT MONTEREY MUSEUM OF ART 559 PACIFIC STREET MONTEREY CA 93940 941534563 501(C)(3) 6000 0 GENERAL SUPPORT ORANGE COUNTY MUSEUM OF ART 1661 W SUNFLOWER AVE SANTA ANA CA 92704 951660847 501(C)(3) 100000 0 GENERAL SUPPORT LIBERTY HILL FOUNDATION 1001 WILSHIRE BLVD LOS ANGELES CA 90017 510181191 501(C)(3) 35000 0 GENERAL SUPPORT CALTECH ASSOCIATES 1200 E CALIFORNIA BLVD PASADENA CA 91125 951643307 501(C)(3) 10000 0 SUPPORT DONALD BEALL ENDOWMENT PLEDGE THE WOODEN FLOOR 1810 NORTH MAIN STREET SANTA ANA CA 92706 330299356 100000 0 GENERAL SUPPORT ORANGE COUNTY COMMUNITY FOUNDATION 4041 MACARTHUR BLVD STE 510 NEWPORT BEACH CA 92660 330378778 501(C)(3) 27500 0 GENERAL SUPPORT CARMEL IDEAS FOUNDATION PO BOX 509 CARMEL CA 93953 010903800 501(C)(3) 25000 0 GENERAL SUPPORT SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DRIVE COSTA MESA CA 92626 237287150 501(C)(3) 10000 0 GENERAL SUPPORT SIGMA ALPHA EPSILON FOUNDATION 1856 SHERIDAN ROAD EVANSTON IL 60201 501(C)(3) 20000 0 GENERAL SUPPORT MONTAGE HEALTH FOUNDATION 40 RYAN COURT STE 200 MONTEREY CA 93940 812889645 501(C)(3) 25000 0 GENERAL SUPPORT STAR ROCK MINISTRIES PO BOX 996 SAN CLEMEMTE CA 92674 208594584 501(C)(3) 30000 0 GENERAL SUPPORT MIND RESEARCH INSTITUTE 5281 CALIFORNIA AVE STE 300 IRVINE CA 92617 330798804 501(C)(3) 25000 0 GENERAL SUPPORT DAVIDSON COLLEGE OF ENGINEERING ONE WASHINGTON SQUARE SAN JOSE CA 95192 15000 0 SUPPORT SAN JOSE STATE UNIV MECHANICAL & AEROSPACE ENGINEERING UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 15000 0 SUPPORT CYBERSECURITY POLICY RESEARCH INSTITUTE UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 100000 0 SUPPORT MIND ARTHUR A COLLINS LEGACY ASSOCIATION 690 EASTVIEW DRIVE ROBINS IA 52328 15000 0 GENERAL SUPPORT THE BASIC FUND 1301 CLAY ST70450 OAKLAND CA 94612 10000 0 GENERAL SUPPORT NAVAL POSTGRADUATE SCHOOL FOUNDATION INC PO BOX 8626 MONTEREY CA 93943 237098726 501(C)(3) 239240 0 SUPPORT DONALD BEALL DEFENSE FELLOWS PROGRAM HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVE STE 100 NEWPORT BEACH CA 92663 953222343 30000 0 HOAG FAMILY CANCER INSTITUTE MCE SOCIAL CAPITAL 5758 GEARY BLVD STE 261 SAN FRANCISCO CA 94121 203154063 501(C)(3) 22945 0 GENERAL SUPPORT UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 501(C)(3) 15000 0 SUPPORT CENTER FOR DIGITAL TRANSFORMATION'S 2023 ROAD TO REINVENTION UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 501(C)(3) 25000 0 SUPPORT DONALD BREN SCHOOL OF INFORMATION & COMPUTER SCIENCES SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE CA 95192 830403915 501(C)(3) 60000 0 GENERAL SUPPORT SMITHSONIAN INSTITUTION PO BOX 37012 WASHINGTON DC 20013 530206027 20000 0 NATIONAL AIR & SPACE MUSEUM BLDG TRANSFORMATION FUND PBS SO CAL 7740 PAINTER AVE 100 WHITTIER CA 90602 952211661 501(C)(3) 10000 0 GENERAL SUPPORT COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 15000 0 GENERAL SUPPORT THE NATIONAL ACADEMY OF SCIENCES 2101 CONSTITUTION AVE NW WASHINGTON DC 20418 530196932 10000 0 GENERAL SUPPORT PROJECT X FOUNDATION FOR ART & CRITICISM PO BOX 41-437 LOS ANGELES CA 90041 421547728 501(C)(3) 20000 0 GENERAL SUPPORT MAKE A WISH FOUNDATION 3230 EL CAMINO REAL 100 IRVINE CA 92602 7500 0 GENERAL SUPPORT FORM 990, PART VI, SECTION A, LINE 2 DONALD BEALL, WHO IS THE CURRENT PRESIDENT IS ALSO THE FATHER OF KENNETH BEALL WHO IS THE CURRENT CHIEF FINANCIAL OFFICER AND SECRETARY FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY SIGNING OFFICER PRIOR TO SUBMITION TO FEDERAL AND STATE AUTHORITIES FOR PROCESSING FORM 990, PART VI, SECTION C, LINE 19 NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS WILL BE CONSIDERED BY THE BOARD. FORM 990, PART XI, LINE 9: 2022 FEDERAL EXTENSION PAYMENT IN 2023 -25,000.