2025-11-17T13:43:02-06:00 2024-12-31 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990PF 2024-01-01 330605566 THE LEVECKE FAMILY FOUNDATION C/O FIRST FOUNDATION LEVE 8779686328 18101 VON KARMAN AVENUE 750 IRVINE CA 92612 MARY JOYCE ARMEN PRESIDENT 8779686328 2025-11-14 1 0 BRAD GRAVES P00334125 9494506200 2024 2025-03-06 01:10:19Z X 13842609 X X 520 520 2151935 2151935 206002 4309425 206002 65899 65899 0 2424356 2424356 0 12000 6000 0 6000 32826 16413 0 16413 12346 6173 0 6173 88929 88929 0 0 3146 2990 0 0 8254 4127 0 4127 157501 124632 0 32713 7474845 7474845 7632346 124632 0 7507558 -5207990 2299724 0 73226 1022910 1022910 56176 127848 127848 4363339 0 0 4276742 3246110 3246110 279606 0 0 9648822 9445741 9445741 18697911 13842609 13842609 0 0 X 18697911 13842609 18697911 13842609 18697911 13842609 18697911 -5207990 352688 13842609 0 13842609 CHARLES SCHWAB #1018 - STCG P 2024-01-01 2024-12-31 2378974 2317252 61722 61722 CHARLES SCHWAB #1018 - LTCG P 2024-01-01 2024-12-31 1921812 1786171 135641 135641 CAPITAL GAINS DIVIDENDS P 2024-01-01 2024-12-31 8639 8639 8639 206002 31966 0 31966 0 31966 9409 0 0 0 9409 X 0 22557 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A JOYCE ARMEN CO FIRST FOUNDATION 8779686328 18101 VON KARMAN AVENUE SUITE 750 IRVINE CA 92612 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN R LEVECKE 18101 VON KARMAN AVENUE SUITE 750 IRVINE CA 92612 SECRETARY 1.00 12000 0 0 KATHRYN A WILSON 18101 VON KARMAN AVENUE SUITE 750 IRVINE CA 92612 TREASURER 1.00 0 0 0 MARY JOYCE ARMEN 18101 VON KARMAN AVENUE SUITE 750 IRVINE CA 92612 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 THE PRINCIPAL ACTIVITY OF THE FOUNDATION IS TO MAKE GRANTS TO CHARITABLE ORGANIZATIONS TO HELP PROMOTE THEIR CHARITABLE PURPOSES. 0 0 13080291 583003 5128550 18791844 0 0 18791844 281878 18509966 925498 925498 31966 31966 893532 0 893532 0 893532 7507558 0 7507558 893532 0 0 3831 144413 823157 476455 547091 1994947 7507558 0 0 0 893532 6614026 0 0 8608973 0 0 0 0 0 0 3831 8605142 144413 823157 476455 547091 6614026 X CHOC FOUNDATION 1201 WEST LA VETA AVENUE ORANGE CA 92868 501(C)(3) CHARITABLE PURPOSES 400000 HYDROCEPHALUS ASSOCIATION 4340 EAST WEST HIGHWAY SUITE 905 BETHESDA MD 20814 501(C)(3) CHARITABLE PURPOSES 20000 CATHOLIC CHARITIES OF ORANGE COUNTY 12141 S LEWIS ST 11TH FLOOR GARDEN GROVE CA 92840 501(C)(3) CHARITABLE PURPOSES 1000000 CATHOLIC CHARITIES OF ORANGE COUNTY 12141 S LEWIS ST 11TH FLOOR GARDEN GROVE CA 92840 501(C)(3) CHARITABLE PURPOSES 6054845 7474845 0 14 520 14 2151935 65899 206002 0 2152455 271901 2424356 8 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7150 3575 0 3575 BOOKKEEPING EXPENSES 5196 2598 0 2598 CORPORATE STOCK 3246110 3246110 OTHER ALTERNATIVE INVESTMENTS AT COST 9443929 9443929 PAAMCO PRISMA TALF II FUND LP AT COST 1812 1812 LEGAL FEES 32826 16413 0 16413 COMPUTER & SOFTWARE 2500 1250 0 1250 LICENSES & REGISTRATIONS 100 50 0 50 BAD DEBTS 5654 2827 0 2827 GAIN FROM ALTERNATIVE INVESTMENTS 6626 6626 INVESTMENT INCOME 59273 59273 UNREALIZED GAIN ON INVESTMENTS 352688 INVESTMENT MANAGEMENT FEES 88929 88929 0 0 STATE INCOME TAXES 156 0 0 0 FOREIGN TAX PAID 2990 2990 0 0