2025-11-12T09:23:30-06:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990PF 2024-01-01 330925151 HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION HALA 9496753490 3315 FAIRVIEW ROAD COSTA MESA CA 92626 SANDRA SEGERSTROM DANIELS TREASURER 9496753490 2025-11-10 1 1 KATY BROWN P00650274 9257902600 2025-11-10 2024 2025-03-06 01:10:19Z X 3698254 X 400000 12 12 85038 85655 321703 1642905 321080 806753 406747 0 0 0 0 0 1600 800 0 800 16775 16775 0 0 501 2586 0 0 18876 20161 0 800 1000000 1000000 1018876 20161 0 1000800 -212123 386586 0 95397 562507 562507 2746446 2067212 3135747 1589 0 0 2843432 2629719 3698254 0 0 X 0 0 0 0 2843432 2629719 2843432 2629719 2843432 2629719 2843432 -212123 0 2631309 1590 2629719 PUBLICLY TRADED SECURITIES P 1638627 1321825 316802 316802 CAPITAL GAIN DIVIDENDS P 4278 4278 4278 321080 5374 0 5374 0 5374 2800 0 0 0 2800 116 2690 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A SANDRA SEGERSTROM DANIELS 9496753490 3315 FAIRVIEW ROAD COSTA MESA CA 92626 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THEODORE WALTER SEGERSTROM 3315 FAIRVIEW ROAD COSTA MESA CA 92626 PRESIDENT 1.00 0 0 0 SALLY EILEEN SEGERSTROM 3315 FAIRVIEW ROAD COSTA MESA CA 92626 VICE PRESIDENT 1.00 0 0 0 SANDRA SEGERSTROM DANIELS 3315 FAIRVIEW ROAD COSTA MESA CA 92626 TREASURER 1.00 0 0 0 SUSAN J SEGERSTROM PERRY 3315 FAIRVIEW ROAD COSTA MESA CA 92626 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3673091 250904 0 3923995 0 0 3923995 58860 3865135 193257 193257 5374 5374 187883 0 187883 0 187883 1000800 0 1000800 187883 0 0 358183 802600 371373 409197 1941353 1000800 0 0 0 187883 812917 0 0 2754270 0 0 0 0 0 0 358183 2396087 802600 371373 409197 812917 X HAL AND JEANETTE SEGERSTROM FAMILY 3315 FAIRVIEW ROAD COSTA MESA CA 92626 9496753490 LETTER OF INQUIRY THAT INCLUDES A MISSION STATEMENT DESCRIPTION OF HOW THE GRANT WILL BE USED AND A COPY OG THE IRC 501C(3) DETERMINATION LETTER. FORMAL SUBMITTAL WILL BE REQUIRED IF THE FOUNDATION'S GUIDELINES ARE MET. NONE. INDIVIDUALS AND INSTITUTIONS ENGAGED IN PROVIDING MUSIC AND MUSIC TRAINING AND IN THE PERFORMING ARTS AND TRAINING, WHICH HAVE ESTABLISHED THEIR TAX EXEMPT STATUS UNDER SECTION 501C(3) OF THE INTERNAL REVENUE CODE. PACIFIC SYMPHONY ORCHESTRA 17620 FITCH STE 100 IRVINE CA 92614 N/A IRC 509 (A)(3) SPONSORSHIP OF CLASSIC SERIES 1000000 1000000 0 14 12 14 85038 18 321703 0 406753 0 406753 0 0 0 0 0 0 0 0 0 0 X X 1 SALLY SEGERSTROM 3315 FAIRVIEW ROAD COSTA MESA CA 92626 100000 X 2 SANDRA DANIELS 3315 FAIRVIEW ROAD COSTA MESA CA 92626 100000 X 3 STEVEN AND SUSAN PERRY 3315 FAIRVIEW ROAD COSTA MESA CA 92626 100000 X 4 THEODORE SEGERSTROM 3315 FAIRVIEW ROAD COSTA MESA CA 92626 100000 X ACCOUNTING FEES 1600 800 0 800 BOFA PRIVATE BANK - EQUITIES FMV 1128317 2093435 BOFA PRIVATE BANK - FIXED INCOME FMV 504506 511995 BOFA PRIVATE BANK - HEDGE FUNDS FMV 358225 397145 BOFA PRIVATE BANK - TANGIBLE ASSETS FMV 76164 133172 ACCRUED INCOME 943 0 0 ACCRUED INTEREST PAID 646 0 0 PY ACCRUED INCOME & INTEREST 1590 INVESTMENT MGMT FEES 16775 16775 0 0 STATE TAXES 501 2279 0 0 FOREIGN TAXES 0 307 0 0