2024-05-14T16:55:18-05:00 2023-12-31 450250958 EIDE BAILLY LLP 17501 17TH ST STE 100 TUSTIN CA 927807924 990PF 2023-01-01 842652195 WESCOMBE FAMILY FOUNDATION WESC 7145059000 1028 W WIND WAY NEWPORT BEACH CA 92660 GARY WESCOMBE PRESIDENT/DIRECTOR 7145059000 2024-05-13 1 GARY WESCOMBE 999009999 1 DAVID F EISENMAN CPA P00299911 7145059000 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1226082 X 17241 146 146 26138 23451 5130 5130 5130 48655 28727 0 0 0 0 0 3850 963 0 2887 1036 833 0 0 4886 1796 0 2887 34200 34200 39086 1796 0 37087 9569 26931 0 30812 23140 23140 665269 682510 1003548 247123 247123 199394 943204 952773 1226082 0 0 X 943204 952773 943204 952773 943204 952773 943204 9569 0 952773 0 952773 CAPITAL GAINS DIVIDENDS P 5130 5130 5130 5130 0 374 0 374 0 374 0 0 0 0 0 0 374 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A GARY WESCOMBE 7145059000 1028 WEST WIND WAY NEWPORT BEACH CA 92660 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY WESCOMBE 1028 WEST WIND WAY NEWPORT BEACH CA 92660 PRESIDENT/DIRECTOR 1.00 0 0 0 PATRICIA WESCOMBE 1028 WEST WIND WAY NEWPORT BEACH CA 92660 CHIEF EXECUTIVE OFFICER/DIRECTOR 1.00 0 0 0 NICOLE HOWARD 1028 WEST WIND WAY NEWPORT BEACH CA 92660 VICE PRESIDENT OF GOVERNANCE/DIRECTOR 1.00 0 0 0 NATALIE GRISWOLD 1028 WEST WIND WAY NEWPORT BEACH CA 92660 TREASURER/DIRECTOR 1.00 0 0 0 JACQUELINE HOPPE 1028 WEST WIND WAY NEWPORT BEACH CA 92660 SECRETARY/DIRECTOR 1.00 0 0 0 JOY STEPHENS 1028 WEST WIND WAY NEWPORT BEACH CA 92660 VICE PRESIDENT OF PROGRAMS/DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 936514 32866 0 969380 0 0 969380 14541 954839 47742 47742 374 374 47368 0 47368 0 47368 37087 0 37087 47368 22022 0 0 37087 22022 0 0 15065 0 0 0 0 0 0 0 0 32303 0 0 0 GARY WESCOMBE PATRICIA WESCOMBE X INTERVAL HOUSE 6615 E PACIFIC COAST HWY STE 170 LONG BEACH CA 90803 PC HOME FOR BATTERED WOMEN WITH CHILDREN 15200 THE LIFE CENTER OC 1920 E 17TH STREET SUITE 102 SANTA ANA CA 92705 PC EDUCATION ASSISTANCE FOR KIDS 1000 THE PRIORITY CENTER 1940 E DEERE AVENUE SUITE 100 SANTA ANA CA 92705 PC EDUCATION ASSISTANCE 8000 THE SHEA CENTER 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 PC PLACE FOR DISABLED CHILDREN TO RIDE HORSES 10000 34200 0 14 146 14 26138 14 5130 0 31414 0 31414 0 0 0 0 0 0 0 0 0 0 X X 1 GARY AND PATRICIA WESCOMBE 1028 WEST WIND WAY NEWPORT BEACH CA 92660 212963 X 1 SECURITIES- 3,705 SHS DIREXION DAILY TECHNO 212963 2023-11-01 ACCOUNTING FEES 3850 963 0 2887 9,459.493 SHS DOUBLE LINE TOTAL RETURN 102049 84417 5,429.864 SHS METROPOLITAN WEST TOTAL 60025 49900 8,418.697 SHS TEMPLETON GLOBAL BOND AD V 85049 65077 1,100 SHS ISHARES RUSSELL 3000 197450 301114 1,000 SHS VANGUARD FTSE DEVELOPED 43165 47900 200 SHS VANGUARD INTERMEDIATE 18018 15276 3,666.361 SHS AMERICAN FUNDS EUROPACIF 200025 200770 6,763.618 SHS HARTFORD BALANCED INCOME I 100050 96720 1,565.561 SHS VANGUARD WELLESLEY INCOM E ADMIRAL 106561 94607 3,705 SHS DIREXION DAILY TECHNO 17241 247161 FOREIGN TAXES 833 833 0 0 INTERNAL REVENUE SERVICES 129 0 0 0 DEPARTMENT OF JUSTICE 74 0 0 0