2024-02-01T16:42:10-06:00 2022-12-31 680300457 MACIAS GINI & O'CONNELL LLP 500 CAPITOL MALL SUITE 2200 SACRAMENTO CA 95814 990PF 2022-01-01 873633870 DSCW KENNEDY FOUNDATION DSCW 3107884160 6400 CORSINI PLACE RANCHO PALOS VERDES CA 902756448 DRAKE AND STEPHANE KENNEDY TRUSTEES 3107884160 2023-11-20 1 DRAKE AND STEPHANE KENNEDY 999009999 0 PRUDENCE PUGEDA P00444443 9169284600 2023-11-20 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 22084569 X 110375 501503 501503 4633497 25091951 4633497 5245375 5135000 0 0 0 77672 0 77672 56103 0 56103 48790 43790 5000 66069 66069 0 96790 9790 0 2815 0 2815 348239 119649 141590 200000 200000 548239 119649 341590 4697136 5015351 6546147 9407278 9407278 634297 634297 1277187 0 0 16257152 10385132 10385132 272197 1370290 1370290 722943 244037 244037 0 43535 43535 25075626 22084569 22084569 20734 34545 0 55279 X 25075626 22029290 25075626 22029290 25075626 22084569 25075626 4697136 32571 29805333 7776043 22029290 PUBLICLY TRADED SECURITIES D 2022-01-01 2022-12-31 25091918 20458454 4633464 4633464 CAPITAL GAINS DIVIDENDS P 33 33 33 4633497 69713 0 69713 0 69713 86620 0 0 0 86620 0 16907 16907 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A THE FOUNDATION 3107884160 6400 CORSINI PLACE RANCHO PALOS VERDES CA 902756448 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DRAKE KENNEDY 6400 CORSINI PLACE RANCHO PALOS VERDES CA 90275 TRUSTEE 5.00 0 0 0 STEPHANIE KENNEDY 6400 CORSINI PLACE RANCHO PALOS VERDES CA 90275 TRUSTEE 5.00 0 0 0 NONE 0 MCDERMOTT WILL & EMERY 415 MISSION ST STE 5600 SAN FRANCISCO CA 94105 LEGAL 77672 MACIAS GINI & O'CONNELL 500 CAPITOL MALL STE 2200 SACRAMENTO CA 95814 ACCOUNTING 45053 0 0 17935414 4973871 0 22909285 0 0 22909285 343639 22565646 1128282 1128282 69713 69713 1058569 0 1058569 0 1058569 341590 0 341590 1058569 125732 0 0 341590 125732 0 0 215858 0 0 0 0 0 0 0 0 842711 0 0 0 DRAKE KENNEDY STEPHANIE KENNEDY X CATALINA ISLAND HUMANE SOCIETY PO BOX 1584 AVALON CA 90704 N/A PC TO HELP SUPPORT THEIR TRAP-NEUTER-RELEASE PROGRAM FOR ISLAND CATS, PET ADOPTIONS, FERAL CAT COLONY MONITORING, COMMUNITY AND SCHOOL SEMINARS AND MORE. 15000 COLORADO HORSE RESCUE 10386 N 65TH STREET LONGMONT CO 80503 N/A PC TO HELP SAVE HORSES FROM UNCERTAIN FATE AT LOCAL LIVESTOCK AUCTION. 25000 ELEPHANT AID INTERNATIONAL PO BOX 283 ATTAPULGUS GA 39815 N/A PC TO HELP SUPPORT THE BEST POSSIBLE CARE FOR THEIR ELEPHANT RESIDENTS. 25000 GENTLE BARN 15825 SIERRA HIGHWAY SANTA CLARITA CA 91390 N/A PC TO HELP SUPPORT ITS MISSION OF TEACHING PEOPLE KINDNESS AND COMPASSION TO ANIMALS, EACH OTHER AND OUR PLANET. 15000 OCEAN DEFENDERS 19744 BEACH BLVD 446 HUNTINGTON BEACH CA 92648 N/A PC TO HELP SUPPORT THE CLEANUP CREWS GOING FROM DEBRIS SITE TO DEBRIS SITE. 25000 PAW PARENT INC 48234 224TH STREET WEST LANCASTER CA 93536 N/A PC TO HELP SUPPORT THEIR MISSION TO SAVE MORE ANIMALS. 15000 REINS OF HOPE PO BOX 1156 OJAI CA 93024 N/A PC TO HELP PROVIDE EQUINE ASSISTED PSYCHOTHERAPY (EAP) FOR MILITARY PERSONNEL, VETERANS, AT-RISK YOUTH AND THEIR FAMILY MEMBERS, AND FIRST RESPONDERS AT NO-COST. 15000 THE CLOUD FOUNDATION 107 S 7TH ST COLORADO SPRINGS CO 80905 N/A PC TO HELP SUPPORT THEIR WORK TO PROTECT AMERICA'S WILD HORSES AND BURROS ON PUBLIC LANDS. 25000 WILD ANIMAL SANCTUARY 1946 WCR 53 KEENESBURG CO 80643 N/A PC TO HELP SUPPORT THE REFUGE DRONE 25000 WILDLIFE HAVEN 2659 STATE ROUTE 598 CRESTINE OH 44827 N/A PC TO HELP THEIR FUTURE PLANS FOR NEW FOX PEN THAT WILL GIVE MORE SECURE HOUSING AND MORE ENRICHMENT OPPORTUNITIES. 15000 200000 0 14 501503 14 4633497 0 5135000 0 5135000 0 0 0 0 0 0 0 0 0 0 X X 1 DRAKE AND STEPHANIE KENNEDY 6400 CORSINI PL RANCHO PALOS VERDES CA 90275 110375 X X 1 PUBLICLY TRADED SECURITIES 97554 2022-01-10 ACCOUNTING 56103 0 56103 AMENDED RETURN FORM 990PF PART I LINE 6A AMENDED RETURN (GAIN ON SALE OF INVESTMENTS) AMENDED RETURN FILED TO REPORT COST OF INVESTMENTS NOT AVAILABLE ON THE DUE DATE OF THE RETURN. RETURN WAS FILED WITH $0 COST TO BE ABLE TO FILE TIMELY AND THE COST OF SECURITIES ONCE RESEARCHED WAS INCLUDED IN THE AMENDED RETURN. THE ORIGINAL RETURN REPORTED $826,883 SELLING PRICE & GAIN ($0 COST) AND THE AMENDED RETURN REPORTS THE $844,859 COST (WITH A REALIZED LOSS OF $17,976). THE NET CHANGE IN INCOME IS $844,859 ($826,883+$17,976). THE FOUNDATION IS REQUESTING THAT THE AMENDED RETURN TOTAL OVERPAYMENT BE APPLIED TO THE 2023 ESTIMATED TAX (SIMILAR TREATMENT WITH THE ORIGINAL RETURN OVERPAYMENT). JP MORGAN FIXED INCOME CORP BONDS (DETAIL AVAIL UPON REQUEST) 1370290 1370290 JP MORGAN EQUITY INVEST (DETAIL AVAIL UPON REQUEST) 10385132 10385132 JP MORGAN OTHER (DETAIL AVAIL UPON REQUEST) AT COST 244037 244037 LEGAL FEES 77672 0 77672 INTEREST & DIVIDEND RECEIVABLE 43535 43535 UNREALIZED LOSS INVESTMENTS (FS) 1724161 TAX & GAAP REAL GAIN/LOSS DIFF 6031148 ACCRUAL AP ACCTG FEES 20734 OFFICE SUPPLES 1880 0 1880 SHIPPING & POSTAGE 354 0 354 STORAGE 446 0 446 TELEPHONE 135 0 135 ACCRUAL INCOME & TAX EXEMPT INCOME 32571 INVEST FEES 43790 43790 0 TRUSTEE FEES 5000 0 5000 FOREIGN TAXES PAID 9790 9790 0 FEDERAL TAXES 87000 0 0