2024-11-13T17:22:36-05:00 2023-12-31 953428257 HOWARD M SCHULMAN CPA 25044 PEACHLAND AVENUE SUITE 204 SANTA CLARITA CA 91321 990PF 2023-01-01 812945933 THE J W AND SANDRA L MITCHELL FOUNDATION JWAN 9492162200 4695 MACARTHUR COURT SUITE 1500 NEWPORT BEACH CA 92660 RICHARD C GOODMAN TRUSTEE 9492162200 2024-11-05 true false HOWARD M SCHULMAN P01216032 6612558993 2024-11-11 X 2023 2024-10-15 13:58:12Z X X 21012048 X X 124518 124518 619069 619069 597175 5196062 10973 37184 37184 1377946 791744 90000 45000 45000 5565 5565 5178 5078 100 88325 88325 189068 138403 50665 0 1035510 1035510 1224578 138403 50665 1035510 153368 653341 46080 50946 50946 94308 71276 71276 4604 18711725 18882259 20889826 18856717 19004481 21012048 0 X 18856717 19004481 18856717 19004481 18856717 19004481 18856717 153368 19010085 5604 19004481 10973 9081 9081 9081 5604 5604 3477 false false false false false false false true true CA true false false false false true N/A THE WHITTIER TRUST COMPANY 9496896265 4695 MACARTHUR COURT STE 1500 NEWPORT BEACH CA 92660 false false false false false false false false false false false false false false false false false false false false SANDRA L MITCHELL DECEASED 2-10-24 75 ARGONAUT SUITE A ALISO VIEJO CA 92626 TRUSTEE 000.00 0 0 0 RICHARD C GOODMAN 18 CYPRESS PT LN NEWPORT BEACH CA 92660 TRUSTEE 000.00 30000 0 0 HOWARD M SCHULMAN 25044 PEACHLAND AVENUE SUITE 204 SANTA CLARITA CA 91321 TRUSTEE 000.00 30000 0 0 JOHN J SWIGART JR 2500 HOLLY LANE NEWPORT BEACH CA 92663 TRUSTEE 000.00 30000 0 0 NONE NONE DONATIONS TO PUBLIC CHARITIES 1035510 N/A 20356303 175965 0 20532268 20532268 307984 20224284 1011214 1011214 9081 9081 1002133 1002133 1002133 1035510 1035510 1002133 1035510 1035510 1035510 1002133 SANDRA L MITCHELL X CASA TERESA PO BOX 429 ORANGE CA 92856 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 100000 CIRCLE 1000 HOAG FAMILY CANCER INSTITUTE 330 PLACENTIA AVENUE SUITE 100 NEWPORT BEACH CA 92663 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 100000 BOYS HOPE GIRLS HOPE 17701 COWAN AVENUE SUITE 150 IRVINE CA 92614 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 100000 SHARE OURSELVES 1550 SUPERIOR AVENUE COSTA MESA CA 92627 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 100000 DOCTORS WITHOUT BORDERS USA PO BOX 5023 HAGERSTOWN MD 21741 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 40000 SUSAN G KOMEN PO BOX 650309 DALLAS TX 75265 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 36000 SALVATION ARMY ORANGE COUNTY 10200 PIONEER ROAD TUSTIN CA 92782 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 46000 PBS SOCAL PO BOX 25113 SANTA ANA CA 92799 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 20000 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 66675 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 22000 ANIMAL GUARDIANS HORSE RESCUE PO BOX 941494 SIMI VALLEY CA 93094 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 25000 AMERICAN BRAIN TUMOR ASSOCIATION 8550 W BRYN MAWR AVENUE SUITE 550 CHICAGO IL 60631 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 22000 CANINE COMPANIONS FOR INDEPENDENCE 124 RANCHO DEL ORO DRIVE OCEANSIDE CA 92057 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 25000 CHILDRENS HOSPITAL OF ORANGE COUNTY 1201 W LA VETA AVENUE ORANGE CA 92868 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 65000 OUR LADY QUEEN OF ANGELS 2046 MAR VISTA DRIVE NEWPORT BEACH CA 92660 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 5000 ASPCA 424 EAST 92ND STREET NEW YORK NY 10128 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 22510 CHARTER 100 8 VANDERBILT SUITE 200 IRVINE CA 92618 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 37000 SENECA FAMILY OF AGENCIES 1801 PARK COURT PLACE SUITE H SANTA ANA CA 92701 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 60000 MARIPOSA WOMEN & FAMILY COUNSELING CENTER 200 E KATELLA AVENUE ORANGE CA 928674804 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 57000 ST JUDE CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PUBLIC CHAR TO AID IN CHARITABLE ACTIVITIES 67000 SHRINERS CHILDREN'S HOSPITAL SOUTHERN CALIFORNIA 909 SOUTH FAIR OAKS AVE PASADENA CA 91105 NONE PC TO AID IN CHARITABLE ACTIVITIES 24000 THOMAS HOUSE SHELTER P O BOX 2737 GARDEN GROVE CA 92842 NONE PC TO AID IN CHARITABLE ACTIVITIES 16000 MAKE A WISH FOUNDATION IRVINE & INLAND EMPIRE 3230 EL CAMINO REAL SUITE 300 IRVINE CA 92602 NONE PC TO AID IN CHARITABLE ACTIVITIES 23000 HEALTHY SMILES FOR KIDS OF ORANGE COUNTY 17511 ARMSTRONG AVENUE 2ND FLOOR IRVINE CA 92602 NONE PC TO AID IN CHARITABLE ACTIVITIES 23000 1035510 124518 619069 37184 597175 1377946 1377946 8 ALL INCOME IS EARNED FROM INVESTMENT OF FOUNDATION ASSETS IN MARKETABLE SECURITIES. MANAGEMENT IS RESPONSIBLE FOR DEVELOPING SOUND INVESTMENT STRATEGIES TO ENABLE THE FOUNDATION TO MAXIMIZE ITS RETURN ON INVESTMENT FOR THE PURPOSE OF FUNDING ITS CHARITABLE ACTIVITIES false false false false false false false false false false INDIRECT ACCOUNTING FEES 5565 5565 CHARLES SCHWAB-VARIOUS 2023-07 PURCHASE 2023-12 395945 356376 39569 CHARLES SCHWAB-VARIOUS 2022-07 PURCHASE 2023-12 1986267 1599382 386885 CITY NATIONAL BANK -VARIOUS 2022-07 PURCHASE 2023-12 2802877 2643129 159748 MARKETABLE SECURITIES 18882259 20889826 EXCISE TAX ON INVESTMENT INCOME 5604 EXPENSES ADVISORY FEES 88325 88325 ITE RAIL FUND LP 37184 37184 CA FRANCHISE TAX 100 100 FOREIGN INCOME TAXES 5078 5078