2024-11-15T21:23:20-06:00 2023-12-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2023-01-01 475149323 BELLDEGRUN FAMILY FOUNDATION INC % AZZEDINE FINLEY BELL 3104710457 10100 Santa Monica Blvd Floor 15 LOS ANGELES CA 90067 JOSH BRADLEY CFO 3104710457 2024-11-15 true true GREGGORY J HUTCHINS P00365150 8053748555 2023 2024-10-15 13:58:12Z X X 37875512 X 3989633 567435 523659 1804803 8360725 1574185 16 -100682 6361887 1997162 0 645 0 0 645 76704 38352 0 38352 445614 458531 2604 3817 104 510 510 526077 500700 0 39611 1650600 1650600 2176677 500700 0 1690211 4185210 1496462 303043 134132 134132 384549 733560 733560 15751673 20039395 20039395 6994109 7161337 7161337 8419924 9807088 9807088 31853298 37875512 37875512 0 0 X 31853298 37875512 31853298 37875512 31853298 37875512 31853298 4185210 1837004 37875512 37875512 PUBLICLY TRADED SECURITIES P 1135666 1104630 31036 31036 PUBLICLY TRADED SECURITIES P 5146458 5100489 45969 45969 WASH SALE LOSS DISALLOWED P 9514 0 9514 9514 PUBLICLY TRADED SECURITIES D 2069087 581421 1487666 1487666 1574185 20801 20801 20801 11639 0 60000 71639 50838 50838 false false false false false false false true true CA true false false false false true N/A AZZEDINE FINLEY 3104714372 10100 SANTA MONICA BLVD FLOOR 15 LOS ANGELES CA 90067 false false false false false false false false false true false false false false false false false false false false false false Dr Rebecka Belldegrun 10100 Santa Monica Blvd Floor 15 LOS ANGELES CA 90067 Director and President 2.0 0 0 0 Dr Arie Belldegrun 10100 Santa Monica Blvd Floor 15 LOS ANGELES CA 90067 Director and Vice-President 2.0 0 0 0 JOSH BRADLEY 10100 Santa Monica Blvd Floor 15 LOS ANGELES CA 90067 CFO and Secretary 2.0 0 0 0 AVIS BOHLEN 10100 Santa Monica Blvd Floor 15 LOS ANGELES CA 90067 Secretary 0.0 0 0 0 0 Bellco Capital Advisors Inc 2049 Century Park East Ste 1940 LOS ANGELES CA 90067 CONSULTING 406250 Holthouse Carlin & Van Trigt LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 Accounting 63666 0 25039309 616069 8835817 34491195 0 34491195 517368 33973827 1698691 1698691 20801 20801 1677890 1677890 1677890 1690211 0 0 0 0 1690211 1677890 0 2021 2020 2019 0 0 110897 110897 1690211 0 1677890 12321 123218 0 0 0 0 123218 0 110897 12321 ARIE S REBECKA R BELLDEGRUN NONE X BRENTWOOD SCHOOL 100 SOUTH BARRINGTON PLACE LOS ANGELES CA 90049 NONE PC GENERAL OPERATING SUPPORT 500000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC GENERAL OPERATING SUPPORT 225000 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BLVD LOS ANGELES CA 90036 NONE PC GENERAL OPERATING SUPPORT 115000 CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 EAST CALIFORNIA BLVD 234-6 PASADENA CA 91125 NONE PC GENERAL OPERATING SUPPORT 25000 Mass General Brigham Incorporated 399 revolution drive no 645 somerville MA 02145 NONE PC GENERAL OPERATING SUPPORT 25000 UCLA FOUNDATION 10889 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90024 NONE PC GENERAL OPERATING SUPPORT 125000 AMERICAN FRIENDS OF SOROKA MEDICAL CENTER INC PO BOX 184-H SCARSDALE NY 10583 NONE PC GENERAL OPERATING SUPPORT 100000 TRUSTEE OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET SUITE ROOM 305 PHILADELPHIA PA 19104 NONE PC GENERAL OPERATING SUPPORT 190000 WILSHIRE BOULEVARD TEMPLE 3663 Wilshire Blvd Los Angeles CA 90010 NONE PC GENERAL OPERATING SUPPORT 20000 Park East Synagogue CONGREGATION ZICHRON EPHRAIM 164 E NEW YORK NY 10065 NONE PC GENERAL OPERATING SUPPORT 13600 Society for Immunotherapy of Cancer Inc 555 E WELLS STREET MILWAUKEE WI 53202 NONE PC GENERAL OPERATING SUPPORT 40000 American Academy of Dermatology 9500 bryn mawr ave 500 rosemont IL 60018 NONE PC GENERAL OPERATING SUPPORT 2000 NEW YORK CONSOLIDATED INC 225 WEST 13TH STREET NEW YORK NY 10011 NONE PC GENERAL OPERATING SUPPORT 10000 NEW YORK-PRESBYTERIAN FUND INC 525 EAST 68TH STREET BOX 156 NEW YORK NY 10065 NONE PC GENERAL OPERATING SUPPORT 250000 THE LEUKEMIA & LYMPHOMA SOCIETY INC 3 INTERNATIONAL DRIVE RYE BROOK NY 10573 NONE PC GENERAL OPERATING SUPPORT 10000 1650600 14 567435 18 1804803 OTHER INVESTMENT INCOME 01 16 2372254 2372254 false false false false false false false false false false X X 1 ARIE S REBECKA R BELLDEGRUN 10100 Santa Monica Blvd Floor 15 LOS ANGELES CA 90067 3989633 X 1 324 SHS ADVANCED MICRO DEVICES, INC. 75 SHS AERCAP HOLDINGS NV 498 SHS AMERICAN INTL GROUP, INC. 85105 2023-12-31 1 54 SHS AMERIPRISE FINANCIAL, INC. 450 SHS AMPHENOL CORP 172 SHS APOLLO GLOBAL MANAGEMENT INC. 81019 2023-12-31 1 2,685 SHS APPLE INC. 145 SHS ARCH CAPITAL GROUP LTD. 240 SHS ARISTA NETWORKS, INC. 586876 2023-12-31 1 620 SHS ASSURED GUARANTY LTD. 25 SHS AUTOZONE, INC. 402 SHS BAKER HUGHES CO 124458 2023-12-31 1 60 SHS BRIXMOR PROPERTY GROUP 158 SHS BROADCOM INC. 95 SHS CADENCE DESIGN SYSTEMS INC. 206078 2023-12-31 1 195 SHS CARNIVAL CORPORATION 335 SHS CARRIER GLOBAL CORPORATION 60 SHS CHEMOURS COMPANY 24793 2023-12-31 1 90 SHS CHENIERE ENERGY, INC. 20 SHS CINTAS CORPORATION 30 SHS CONCENTRIX CORPORATION 30510 2023-12-31 1 220 SHS CONOCOPHILLIPS 8 SHS CONSTELLATION ENERGY CORP 472 SHS COPART, INC. 50220 2023-12-31 1 36 SHS DEERE & COMPANY 135 SHS DELL TECHNOLOGIES INC. 266 SHS DEVON ENERGY CORPORATION 37173 2023-12-31 1 60 SHS DIAMONDBACK ENERGY INC. 40 SHS DISCOVER FINANCIAL SERVICES 5 SHS EAGLE MATERIALS INC. 15002 2023-12-31 1 61 SHS EATON CORP 533 SHS ELI LILLY & CO 100 SHS ENTEGRIS, INC. 330933 2023-12-31 1 45 SHS EQT CORPORATION 26 SHS ESAB CORPORATION 45 SHS EVERCORE INC. 11714 2023-12-31 1 50 SHS EXPEDIA GROUP INC. 385 SHS EXXON MOBIL CORPORATION 1,370 SHS FORD MOTOR COMPANY 64268 2023-12-31 1 345 SHS FORTINET, INC. 661 SHS FREEPORT-MCMORAN INC. 2,041 SHS GAP INC. 92720 2023-12-31 1 65 SHS GARTNER, INC. 224 SHS GENERAL ELECTRIC COMPANY 755 SHS HALLIBURTON COMPANY 85543 2023-12-31 1 45 SHS HCA HEALTHCARE, INC. 150 SHS HESS CORPORATION 377 SHS HOWMET AEROSPACE INC. 54822 2023-12-31 1 65 SHS INTUIT INC. 560 SHS KKR & CO. INC. 45 SHS KLA CORP 113036 2023-12-31 1 246 SHS LENNAR CORPORATION 25 SHS LINCOLN ELECTRIC HOLDINGS INC. 125 SHS LIVE NATION ENTERTAINMENT I 53494 2023-12-31 1 20 SHS LPL FINANCIAL HOLDINGS INC. 305 SHS MACY'S INC. 705 SHS MARATHON PETROLEUM CORPORATION 117862 2023-12-31 1 313 SHS MARRIOTT INTERNATIONAL, INC. 25 SHS MARTIN MARIETTA MATERIALS,INC. 118 SHS MASTERBRAND INC. 84133 2023-12-31 1 91 SHS MCKESSON CORPORATION 1,075 SHS META PLATFORMS INC. 95 SHS MGIC INVESTMENT CORP 424968 2023-12-31 1 327 SHS MGM RESORTS INTERNATIONAL 48 SHS MICROSOFT CORPORATION 128 SHS NETFLIX, INC. 95457 2023-12-31 1 507 SHS NEWS CORPORATION 35 SHS NEXSTAR MEDIA GROUP INC. 180 SHS NUCOR CORPORATION 50413 2023-12-31 1 1,355 SHS NVIDIA CORPORATION 2 SHS N V R INC. 44 SHS OLD DOMINION FREIGHT LINE, INC. 700065 2023-12-31 1 525 SHS ON SEMICONDUCTOR CORPORATION 15 SHS ONEMAIN HOLDINGS, INC. 78 SHS O'REILLY AUTOMOTIVE, INC. 118946 2023-12-31 1 100 SHS OVINTIV INC. 203 SHS PHILLIPS 66 76 SHS PIONEER NATURAL RESOURCES CO 49523 2023-12-31 1 473 SHS PRINCIPAL FINANCIAL GROUP, INC. 221 SHS PULTEGROUP INC. 100 SHS PURE STORAGE INC. 63815 2023-12-31 1 90 SHS RAYMOND JAMES FINANCIAL, INC. 36 SHS REGENERON PHARMACEUTICAL INC. 236 SHS ROYAL CARIBBEAN GR 71040 2023-12-31 1 15 SHS SNAP-ON INC. 90 SHS TARGA RESOURCES CORP 30 SHS TD SYNNEX CORP 15448 2023-12-31 1 180 SHS TEMPUR SEALY INTERNATIONAL INC. 30 SHS TEXTRON INC. 435 SHS THE WILLIAMS COMPANIES, INC. 26893 2023-12-31 1 220 SHS TOLL BROTHERS, INC. 50 SHS TRADE DESK, INC. 46 SHS UNITED RENTALS, INC. 53173 2023-12-31 1 15 SHS US FOODS HOLDING CORP 115 SHS VALERO ENERGY CORPORATION 22 SHS W.W. GRAINGER INC. 34237 2023-12-31 1 75 SHS WESTINGHOUSE AIR BRAKE TECHNOL 185 SHS WESTLAKE CORP 35893 2023-12-31 ACCOUNTING FEES 76704 38352 38352 ELECTION TO AMORTIZE BOND PREMIUM FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C) BELLDEGRUN FAMILY FOUNDATION, INC. HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). FEDERATED HIGH YIELD BOND FUND 277008 277008 GOLDMAN SACHS - SEE STMT ATTAC 0 0 GOLDMAN SACHS - SEE STMT ATTAC 6884329 6884329 GS HIGH YIELD FLOATING RATE 0 0 2,428.44 SHS ARTISIAN: DYNAMIC 1150034 1150034 GS GQG PARTNERS INTERNATIONAL 1662940 1662940 MSCI EAFE HEDGED EQUITY INDEX 1946664 1946664 MSCI US REIT INDEX FUND (VANGU 0 0 RUSSELL 2000 INDEX FUND (ISHA 768318 768318 ISHARES S&P 500 INDEX FUND 11205310 11205310 RUSSELL 1000 VALUE INDEX FUND 617869 617869 BLACKROCK ADVANTAGE SMALL CAP 759676 759676 S&P ENERGY SELECT SECTOR INDEX 0 0 GOLDMAN SACHS - SEE STMT ATTAC 1928584 1928584 WEST STREET STRATEGIC SOLUTION FMV 602004 602004 D1 CAPITAL PARTNERS FMV 3504547 3504547 GORDONMD LONG BIASED OFFSHORE FMV 1854623 1854623 ECOR1 CAPITAL OFFSHORE FUND FMV 1789724 1789724 WEST STREET MEZZANINE PARTNERS FMV 369267 369267 8478 MELROSE AVENUE LLC FMV 500000 500000 SHAMROCK CAPITAL FMV 0 0 DRAGONEER OPP. OFFSHORE FEEDER FMV 687267 687267 SYMBIOTIC CAPITAL LIFE SCIENCE FMV 499656 499656 LEGAL FEES 645 645 BANK FEES 510 510 PARTNERSHIP LOSS 0 -100698 Other Investment Income 16 16 UNREALIZED GAIN ON INVESTMENTS 1837004 CONSULTING 406250 406250 INVESTMENT MANAGEMENT FEES 39364 52281 FOREIGN TAXES 0 3817 STATE TAXES 104 104 FEDERAL EXCISE TAX 2500