2025-11-17T12:06:17-06:00 2024-12-31 271984870 PICKETT CHEN AND COMPANY INC 9831 IRVINE CENTER DRIVE SUITE 200 IRVINE CA 92618 990PF 2024-01-01 461443126 SCHWARZBEIN GRAHAM FAMILY FOUNDATION SCHW 9495843417 31331 S COAST HIGHWAY LAGUNA BEACH CA 92651 RICHARD GRAHAM PRESIDENT 9495843417 2025-11-11 1 0 KWONG HOWARD CHEN P00846425 9497271885 2025-11-11 2024 2025-03-06 01:10:19Z X 2241254 X X 19574 19574 19123 19123 -23787 0 38697 38697 0 0 0 4950 4950 0 5897 5897 0 23787 23787 0 34634 34634 0 303750 303750 338384 34634 303750 -299687 4063 1041964 33563 33563 504478 703511 933273 1243149 1752103 1274418 2789591 2489177 2241254 0 0 X 0 0 0 0 2789591 2489177 2789591 2489177 2789591 2489177 2789591 -299687 0 2489904 727 2489177 56 0 56 0 56 160 0 0 0 160 0 104 104 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A RICHARD GRAHAM 9495843417 31331 D COAST HIGHWAY LAGUNA BEACH CA 92651 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD GRAHAM 31331 S COAST HIGHWAY LAGUNA BEACH CA 92651 PRESIDENT 2.00 0 0 0 AUDREY SCHWARZBEIN 31331 S COAST HIGHWAY LAGUNA BEACH CA 92651 VICE-PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 CASH GRANTS WERE MADE TO VARIOUS ORGANIZATIONS - DETAILS PROVIDED IN PART XV. 0 0 56339 43415 0 99754 0 0 99754 1496 98258 4913 4913 56 56 4857 0 4857 0 4857 303750 0 303750 4857 0 0 100473 119646 376913 597032 303750 0 0 0 4857 298893 0 0 895925 0 0 0 0 0 0 100473 795452 119646 376913 298893 RICHARD GRAHAM AUDREY SCHWARZBEIN X AMERICA'S MIGHTY WARRIORS PO BOX 8114 SURPRISE AZ 85374 NONE SEC 501(C)3 GRANT TOWARDS ORGANIZATION'S PROGRAMS. 10000 AYN RAND INSTITUTE 2121 ALTON PARKWAY SUITE 250 IRVINE CA 92606 NONE SEC 501(C)3 DIGITAL STRATEGY INITIATIVE. 87500 UNIVERSITY OF UTAH 540 ARAPEEN DRIVE SUITE 250 SALT LAKE CITY UT 84108 NONE GRAHAM ENDOWED SCHOLARSHIP IN THE SCHOOL OF MEDICINE. 150000 RX BALLROOM DANCE 28 AGAVE COURT LADERA RANCH CA 92694 NONE SEC 501(C)3 GRANT TOWARDS ORGANIZATION'S PROGRAMS. 10000 OCEAN INSTITUTE 24200 DANA POINT HARBOR DR DANA POINT CA 92629 NONE SEC 501(C)3 GRANT TOWARDS ORGANIZATION'S MISSION TO PROMOTE OCEAN EDUCATION. 5000 THE SHEA CENTER 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 NONE SEC 501(C)3 GRANT TOWARDS ORGANIZATION'S PROGRAMS. 500 MARBELLA SCHOLARSHIP FOUNDATION 30800 GOLF CLUB DRIVE SAN JUAN CAPISTRANO CA 92675 NONE SEC 501(C)3 GRANT TOWARDS ORGANIZATION'S SCHOLARSHIP PROGRAMS. 2000 ARTISTS IN MOTION 590 HERNDON PARKWAY SUITE 140 HERNDON VA 20170 NONE SEC 501(C)3 GRANT TOWARDS ORGANIZATION'S PROGRAMS. 25000 CARPE DIEM ARTS 9207 LONG BRANCH PARKWAY SILVER SPRINGS MD 20901 NONE SEC 501(C)3 GRANT TOWARDS ORGANIZATION'S PROGRAMS. 13750 303750 0 19574 19123 -23787 0 0 14910 14910 3 INTEREST EARNED FROM BROKERAGE ACCOUNT AND FROM PASSTHROUGH ENTITY 4 DIVIDENDS EARNED FROM BROKERAGE ACCOUNT 7 INDIVIDUAL INVESTMENTS PROVIDE FOR THE ADVANCEMENT OF THE STATED GOALS OF THE FOUNDATION BY FURTHERING COMMERCIAL ACTIVITIES WHICH PROMOTE EDUCATIONAL, SCIENTIFIC, TECHNOLOGICAL DEVELOPMENTS AND HUMANITARIAN INTERESTS. THESE DEVELOPMENTS ARE FUNDAMENTAL TO THE ADVANCEMENT OF THE CULTURAL VALUES ESPOUSED BY THE FOUNDATION. ALSO, THESE SAME ENTITIES ARE KNOWN TO BE CONTRIBUTORS TO OTHER CHARITABLE 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB 703511 933273 SILA REALTY TRUST AT COST 685825 426913 GPB COLD STORAGE, LP AT COST 305667 290050 AMERICAN STRATEGIC INV CO AT COST 245987 42831 VERTIMASS LLC FUND AT COST 514624 514624 VARIANCE - COST BASIS ADJUSTMENT TO BALANCE 727 GBP COLD STORAGE, LP SCH K-1 RENTAL LOSS 23787 23787 0 TAX PREPARATION 4950 4950 0 REGISTRY OF CHARITABLE TRUSTS 200 200 0 IRS 5697 5697 0