2024-10-31T10:28:53-07:00 2023-12-31 472654796 SULLIVAN & ASSOCIATES 7848 STEWART AVE LOS ANGELES CA 90045 990PF 2023-01-01 261532246 THE RAFAEL AND SHARYL MENDEZ FAMILY FOUNDATION RAFA 3104409516 421 CALLE DE ARAGON REDONDO BEACH CA 90277 RAFAEL S MENDEZ CFO 2024-10-28 true true ROBERT C SULLIVAN P00137201 3105523422 2023 2024-10-15 13:58:12Z X 8966830 X X 8295 8295 8295 363871 363871 363871 -94871 480354 317 277295 372166 372483 50000 50000 16250 16250 6936 6936 1525 1525 74711 74711 0 709585 709585 784296 74711 709585 -507001 297455 372483 275314 265514 265514 8328964 7808684 8701316 8604278 8074198 8966830 14370 5000 2036 616 16406 5616 X 8587872 8068582 8587872 8068582 8604278 8074198 8587872 -507001 2269 8083140 14558 8068582 1267.444 TEMPLETION GLOBAL TOTAL RETURN FUND CL A P 2023-01-01 2023-03-31 9126 8809 317 317 6140.3510 FRANKLIN INCOME FUND CL A P 2019-10-04 2023-08-02 14000 13939 61 61 186.7160 AMERICAN NEW WORLD FUND P 2012-12-27 2023-08-02 14000 10081 3919 3919 22951.114 TEMPLETON GLOBAL TOTAL RETURN FUND CL A P 2019-04-16 2023-03-31 165248 222401 -57153 -57153 628.832 FIRST EAGLE GLOBAL FD P 2012-12-27 2023-08-02 40000 30479 9521 9521 8556.359 PIMCO COMMODITY REAL P 2018-04-19 2023-03-31 108580 172686 -64106 -64106 2433.628 EATON VNCE RCHRD BRSTN ALL ASET STRAT P 2019-04-16 2023-08-02 33000 34558 -1558 -1558 575.8160 PIMCO INCOME FUND CL A P 2017-08-03 2023-08-02 6000 6980 -980 -980 571.3120 MFS GLOBAL EQUITY FUND P 2017-08-03 2023-08-02 28000 24241 3759 3759 1250 BLACKROCK GLOBAL ALLOCATION FD P 2012-12-27 2023-08-02 22000 24588 -2588 -2588 238.2060 AMERICAN CAP INC BLDR FD P 2012-12-27 2023-08-02 15400 12542 2858 2858 448.1890 AMERICAN NEW PERSPECTIVE FD INC P 2012-12-27 2023-08-02 25000 13921 11079 11079 -94871 317 4135 4135 4135 23978 23978 19843 19843 false false false false false false false true true CA true false false false false true N/A SULLIVAN ASSOCIATES APC 3105523422 7848 STEWART AVE LOS ANGELES CA 90045 false false false false false false false false false false false false false false false false false false false false false false RAFAEL S MENDEZ 421 CALLE DE ARAGON REDONDO CA 90277 CEO 1.00 0 NICOLE MENDEZ PINKERTON 9290 FORDHAM DRIVE BRENTWOOD TN 37027 Secretary 2.00 0 RAFAEL S MENDEZ 421 CALLE DE ARAGON REDONDO BEACH CA 90277 CFO 10.00 50000 NONE NONE 8639294 246140 0 8885434 0 8885434 133282 8752152 437608 437608 4135 4135 433473 433473 433473 709585 709585 433473 234451 234451 709585 0 433473 276112 510563 0 510563 234451 276112 RAFAEL S MENDEZ 421 CALLE DE ARAGON REDONDO BEACH CA 90277 3104409516 raf_men@msn.com ALL REQUIRED FORMS REQUIRED BY FOUNDATION BYLAWS 12-31 NONE MENDEZ NATIONAL INSTITUTE OF TRANSP 2600 WEST OLIVE AVEUNE SUITE 500 BURBANK CA 91505 MEDICAL RESEARCH AND EDUCATION 105000 WESTWOOD WARD CHURCH OF JESSE CHRIS 10740 OHIO AVE WESTWOOD CA 96137 SUPPORT OF THE CHURCH 74400 SUMMIT BRASS 1292 W LYNX WAY CHANDLER AZ 85248 MUSIC EDUCATION 50000 THE AOPA FOUNDATION INC 421 AVIATION WAY FREDERICK MD 21701 AVIATION SAFETY 75000 CA HOSPITAL MEDICAL CENTER FOUNDATI 1401 S GRAND AVE LOS ANGELES CA 90015 PATIENT CARE SERVICES, EQUIPMENT AND BUILDING PROJECTS 250000 RONALD McDONALD HOUSE CHARTIES 4560 FOUNTAIN AVE LOS ANGELES CA 90029 SUPPORT OF FAMILIES IN THE COMMUNITIES WITH MEDICAL CONDITIONS. 125000 KIPP SOCAL PUBLIC SCHOOLS 1933 BROADWAY 1144 LOS ANGELES CA 90007 SUPPORT OF EDUCATION FOR THE UNDERSERVED STUDENTS OF LOS ANGELES 1056 ANGEL FLIGHT WEST 3161 DONALD DOUGLAS LOOP SOUTH SANTA MONICA CA 90405 SUPPORT OF AIR FLIGHTS FOR PEOPLE IN NEED OF TRAVEL ASSISTANCE. 1554 AVA'S HEART 9461 CHARLEVILLE BLVD 589 BEVERLY HILLS CA 90212 ASSISTANCE TO ORGAN TRANSPLANT PATIENTS 27575 709585 14 8295 14 363871 -94871 372166 -94871 277295 false false false false false false false false false false 16250 16250 0 0 AMERICAN CAPITAL INC BLDR-10,344.7410 FMV 557868 685029 AMERICAN NEW PERSPECTIVE 19,824.6810 SH FMV 710183 1108200 AMERICAN NEW WORLD FUND7,992.8450 SHARES FMV 436094 599703 BLACKROCK GLOBAL 53,929.0700 FMV 1068773 985823 FIRST EAGLE GLOBAL-28,302.1080 SHARES FMV 1483080 1785580 MFS GLOBAL EQUITY FUND CL A-24,358.548SH FMV 1034060 1129506 PIMCO COMMODITY REAL RETURN STRGY FMV EATON VNCE RCHRD BRSTY-108,030.42 SHARES FMV 1548347 1467250 FRANKLIN INCOME-272,985.3860 SHARES FMV 621040 633326 TEMPLETON GLOBAL TOTAL-23,905.4420 FMV PIMCO INCOME FUND CL A-28,898.1650 FMV 349239 306899 ADJUSTMENT 46 ADJUSTMENT-TEMPLETION GLOBAL TOTAL-COST BASIS 14512 DEPARTMENT OF JUSTICE 100 100 FEE-MERRILL LYNCH 150 150 SECRETARY OF STATE 25 25 SOFTWARE 1250 1250 NON DIVIDEND DISTRIBUTION 2269 PAYROLL TAX EXPENSES 4025 4025 TAX ON DIVIDENDS 2911 2911