2024-07-01T12:57:32-05:00 2023-12-31 990PF 2023-01-01 954211410 THE CAPSTONE FOUNDATION CAPS 3103142421 2716 OCEAN PARK BLVD STE 2025 SANTA MONICA CA 90405 NADINE I WATT PRESIDENT 3103142413 2024-07-01 NADINE WATT 999009999 1 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 2428965 X 474677 371 371 31920 31920 -160584 1377665 191366 6578 0 352962 223657 0 0 0 100 0 0 29228 0 0 29328 0 0 790300 790300 819628 0 790300 -466666 223657 559715 458516 458516 1975717 1610250 1970449 7162 7162 0 2542594 2075928 2428965 0 0 X 0 0 0 0 2542594 2075928 2542594 2075928 2542594 2075928 2542594 -466666 0 2075928 0 2075928 73 SHS ALPHABET INC D 2022-07-18 2023-03-10 6607 4176 2431 2431 195 SHS ALPHABET INC D 2022-07-18 2023-10-31 24156 11156 13000 13000 100 SHS ALPHABET INC P 2022-08-19 2023-10-31 12388 11746 642 642 86 SHS AMAZON.COM D 2022-06-06 2023-03-10 7820 7184 636 636 346 SHS AMAZON.COM D 2022-06-06 2023-03-22 34551 28904 5647 5647 319 SHS APPLE INC D 2020-03-26 2023-03-10 47321 24004 23317 23317 128 SHS APPLE INC D 2020-03-26 2023-10-31 21853 9632 12221 12221 272 SHS APPLE INC D 2022-08-18 2023-10-31 46439 5286 41153 41153 320 SHS BANK OF AMERICA P 2022-03-14 2023-03-10 9592 13159 -3567 -3567 1280 SHS BANK OF AMERICA P 2022-03-14 2023-03-22 35924 52636 -16712 -16712 96 SHS BLACSTONE GROUP INC D 2020-03-19 2023-03-10 7696 5036 2660 2660 220 SHS BLACSTONE GROUP INC D 2020-03-19 2023-10-31 20307 11541 8766 8766 164 SHS BLACSTONE GROUP INC P 2022-08-19 2023-10-31 15138 16948 -1810 -1810 20 SHS COSTCO WHOLESALE D 2019-01-04 2023-03-10 9399 4858 4541 4541 28 SHS HOME DEPOT D 2016-06-08 2023-03-10 7986 3696 4290 4290 65 SHS HOME DEPOT D 2016-06-08 2023-09-26 19689 8581 11108 11108 50 SHS HOME DEPOT P 2022-08-19 2023-09-26 15145 16109 -964 -964 1000 SHS ISHARES TRUST P 2023-02-23 2023-10-31 28548 32742 -4194 -4194 229 SHS INNOVATIVE INDUSTRIAL D 2020-10-13 2023-02-07 20868 30997 -10129 -10129 100 SHS INNOVATIVE INDUSTRIAL D 2020-10-13 2023-02-23 8367 13536 -5169 -5169 1000 SHS ISHARES FLOATING RATE P 2023-02-23 2023-09-26 50850 50710 140 140 256 SHS JP MORGAN CHASE & CO D 2010-04-29 2023-09-26 36998 15794 21204 21204 1900 SHS JP MORGAN ULTRA SHORT INCOME P 2022-12-13 2023-03-10 95351 95428 -77 -77 1300 SHS JP MORGAN ULTRA SHORT INCOME P 2022-12-13 2023-03-22 65338 65293 45 45 800 SHS JP MORGAN ULTRA SHORT INCOME P 2022-12-13 2023-04-18 40192 40180 12 12 4000 SHS JP MORGAN ULTRA SHORT INCOME P 2023-02-07 2023-04-18 200958 200869 89 89 1500 SHS JP MORGAN ULTRA SHORT INCOME P 2023-02-23 2023-04-18 75359 75443 -84 -84 209 SHS MACY'S INC D 2020-05-26 2023-03-10 4082 1226 2856 2856 836 SHS MACY'S INC D 2020-05-26 2023-09-26 9224 4904 4320 4320 20 SHS MASTERCARD INC D 2014-02-07 2023-03-10 6915 1511 5404 5404 60 SHS MICROSOFT CORP D 2020-06-17 2023-03-10 14913 11697 3216 3216 279 SHS MICRON TECHNOLOGY P 2021-09-29 2023-03-10 15277 19986 -4709 -4709 617 SHS MICRON TECHNOLOGY P 2021-09-29 2023-03-22 36122 44198 -8076 -8076 500 SHS MICRON TECHNOLOGY P 2021-09-29 2023-10-31 33467 35817 -2350 -2350 437 SHS VICI PROPERTIES P 2020-03-19 2023-03-10 13893 4805 9088 9088 752 SHS VICI PROPERTIES P 2020-03-19 2023-09-26 22019 8269 13750 13750 1000 SHS VICI PROPERTIES P 2023-02-07 2023-09-26 29280 34535 -5255 -5255 320 SHS MGM RESORTS INTL D 2020-03-19 2023-03-10 13648 2537 11111 11111 141 SHS NVIDIA CORP P 2021-07-20 2023-03-10 32384 20303 12081 12081 320 SHS PARAMOUNT GLOBAL D 2022-02-28 2023-03-10 6332 7127 -795 -795 156 SHS PARAMOUNT GLOBAL D 2022-02-28 2023-09-26 1956 3474 -1518 -1518 1124 SHS PARAMOUNT GLOBAL P 2022-08-19 2023-09-26 14090 29094 -15004 -15004 100 SHS INNOVATIVE INDUSTRIAL P 2022-08-19 2023-02-23 8367 10097 -1730 -1730 37 SHS SALESFORCE.COM D 2017-02-27 2023-03-10 6410 4415 1995 1995 50 SHS SALESFORCE.COM D 2017-02-27 2023-09-26 10099 5967 4132 4132 100 SHS SALESFORCE.COM P 2022-08-19 2023-09-26 20199 18322 1877 1877 14 SHS THERMO FISHER SCIENTIFIC D 2017-01-05 2023-03-10 7599 2033 5566 5566 57 SHS THERMO FISHER SCIENTIFIC D 2017-01-05 2023-10-31 25436 8277 17159 17159 202 SHS TESLA D 2020-09-04 2023-10-31 40811 27475 13336 13336 198 SHS TESLA D 2020-12-23 2023-10-31 40007 24586 15421 15421 CAPITAL GAIN DISTRIBUTION P 2023-01-01 2023-12-31 295 295 295 191366 3109 0 3109 0 3109 7000 0 0 0 7000 X 0 3891 3891 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A NADINE I WATT 3103142413 2716 OCEAN PARK BLVD STE 2025 SANTA MONICA CA 90405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NADINE I WATT 2716 OCEAN PARK BLVD SUITE 2025 SANTA MONICA CA 90405 PRESIDENT 0.75 0 0 0 RAYMOND WATT II 2716 OCEAN PARK BLVD SUITE 2025 SANTA MONICA CA 90405 VICE PRESIDENT 0.75 0 0 0 J SCOTT WATT 2716 OCEAN PARK BLVD SUITE 2025 SANTA MONICA CA 90405 SECRETARY 0.75 0 0 0 KATHLEEN M WATT 2716 OCEAN PARK BLVD SUITE 2025 SANTA MONICA CA 90405 TREASURER 0.75 0 0 0 BAMBI A WATT 2716 OCEAN PARK BLVD SUITE 2025 SANTA MONICA CA 90405 BOARD MEMBER 0.75 0 0 0 ANDREW JAMESON 2716 OCEAN PARK BLVD SUITE 2025 SANTA MONICA CA 90405 BOARD MEMBER 0.75 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 1781115 587017 0 2368132 0 0 2368132 35522 2332610 116631 116631 3109 3109 113522 0 113522 0 113522 790300 0 790300 113522 0 0 370912 362813 413261 343341 586946 2077273 790300 0 0 0 113522 676778 0 0 2754051 0 0 0 0 0 0 370912 2383139 362813 413261 343341 586946 676778 NADINE I WATT 2716 OCEAN PARK BLVD STE 2025 SANTA MONICA CA 90405 3103142413 CALL OR WRITE TO REQUEST APPLICATION NONE NONE ACTION 4001 MISSION OAKS BLVD STE S CAMARILLO CA 93012 NONE PUBLIC CHRISTIAN MINISTRIES 5000 BEVERLY HILLS PRESBYTERIAN CHURCH 505 N RODEO BEVERLY HILLS CA 90210 NONE PUBLIC CHRISTIAN MINISTRY 5000 BRENTWOOD SCHOOL 100 S BARRINGTON PL LOS ANGELES CA 90049 NONE PUBLIC EDUCATION 10300 CALTHORP SCHOOL 438 SAN VICENTE BLVD SANTA MONICA CA 90402 NONE PUBLIC EDUCATION 7500 CAPITOL MINISTRIES PO BOX 30994 PHOENIX AZ 85046 NONE PUBLIC CHRISTIAN MINISTRY 95000 CEDARS SINAI 6500 WILSHIRE BLVD 1600 LOS ANGELES CA 90048 NONE PUBLIC MEDICAL RESEARCH 25000 COMMUNITAS INTERNATIONAL 2221 E ARAPAHOE RD 3338 CENTENNIAL CO 80161 NONE PUBLIC CHRISTIAN MINISTRY 15000 EPISCOPAL ACTORS GUILD 1 EAST 29TH STREET NEW YORK NY 10016 NONE PUBLIC COMBAT POVERTY 500 FREEDOM X 11500 OLYMPIC BLVD STE 400 LOS ANGELES CA 90064 NONE PUBLIC PROTECTING CONSERVATIVE & RELIGIOUS FREEDOM OF EXPRESSION 10000 FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVE PASADENA CA 91182 NONE PUBLIC CHRISTIAN MINISTRY 25000 GLOBAL TRAINING NETWORK 7558 THUNDERBIRD RD STE 1 PEORIA AZ 85381 NONE PUBLIC CHRISTIAN MINISTRY 70000 HARVESTIME CHURCH MISSION SOCIETY 425 NW 19TH COURT POMPANO BEACH FL 33060 NONE PUBLIC CHRISTIAN MINISTRY 2200 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DR STE 200 RYE BROOK NY 10573 NONE PUBLIC MEDICAL RESEARCH 300 MARTY HENNESSY INSPIRING CHILDREN FOUNDATION 1101 COLORADO ST 60953 BOULDER CITY NV 89005 NONE PUBLIC EDUCATION 5000 NAVY SEAL FOUNDATION 1619 D ST BLDG 5326 VIRGINIA BEACH VA 23459 NONE PUBLIC VETERAN ASSISTANCE 2500 SALVATION ARMY 16941 KEEGAN AVE CARSON CA 90746 NONE PUBLIC COMBAT POVERTY 12500 SCHOLARLEADERS INTERNATIONAL 2065 HALF DAY ROAD T-2992 DEERFIELD IL 60015 NONE PUBLIC CHRISTIAN MINISTRY 10000 SHEILA KAR HEALTH FOUNDATION 150 N ROBERTSON BLVD STE 115 BEVERLY HILLS CA 90211 NONE PUBLIC MEDICAL ASSISTANCE 500 UNION RESCUE MISSION 545 S SAN PEDRO ST LOS ANGELES CA 90013 NONE PUBLIC HOMELESS SHELTER 205000 UNIVERSITY OF MIAMI PO BOX 248073 CORAL GABLES FL 33124 NONE PUBLIC EDUCATION 75000 USC ASSOCIATES 3551 TROUSDALE PKWY LOS ANGELES CA 90007 NONE PUBLIC EDUCATION 1500 WESTMARK SCHOOL 5461 LOUISE AVE ENCINO CA 91316 NONE PUBLIC EDUCATION 82500 WORLD MONUMENTS FUND 600 FIFTH AVE 25TH FLOOR NEW YORK NY 10020 NONE PUBLIC CULTURAL PRESERVATION 15000 WORLD SPORTS INC PO BOX 2607 BONITA SPRINGS FL 34133 NONE PUBLIC CHRISTIAN MINISTRY 75000 WORLD VISION PO BOX 78481 TACOMA WA 98481 NONE PUBLIC CHRISTIAN MINISTRY 35000 790300 0 14 371 14 31920 14 6578 -160584 0 38869 -160584 -121715 8 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES SCOTT WATT 2716 OCEAN PARK BLVD STE 2025 SANTA MONICA CA 90405 172243 X 2 JAMES SCOTT WATT 2716 OCEAN PARK BLVD STE 2025 SANTA MONICA CA 90405 50613 X 3 JAMES SCOTT WATT 2716 OCEAN PARK BLVD STE 2025 SANTA MONICA CA 90405 49611 X 4 JAMES SCOTT WATT 2716 OCEAN PARK BLVD STE 2025 SANTA MONICA CA 90405 202209 X 1 640 SHRS NVIDIA CORP 172243 2023-03-22 2 202 SHRS TESLA 50613 2023-09-29 3 198 SHRS TESLA 49611 2023-09-29 4 802 SHRS TESLA 202209 2023-10-17 NONE 0 DFA ONE-YEAR FIXED INCOME PORTFOLIO AT COST 18943 18641 DFA JAPANESE SMALL CO. PORTFOLIO AT COST 19208 22878 LPL FINANCIAL AT COST 1572099 1928930 ORGANIZATION COSTS 7162 7162 0 BROKERAGE FEES 12167 0 0 PROFESSIONAL FEES 5000 0 0 FEDERAL INCOME TAXES 12045 0 0 BANK CHARGES 16 0 0 NON TAXABLE DIVIDEND 687 0 687 FEDERAL TAX REFUND 2020 5891 0 5891 JAMES SCOTT WATT 2716 OCEAN PARK BLVD STE 2025 SANTA MONICA CA 90405 REGISTRY OF CHARITABLE TRUSTS 100 0 0