2025-06-02T18:43:18-07:00 2024-12-31 472654796 SULLIVAN & ASSOCIATES 7848 STEWART AVE LOS ANGELES CA 90045 990PF 2024-01-01 261532246 THE RAFAEL AND SHARYL MENDEZ FAMILY FOUNDATION RAFA 3104409516 421 CALLE DE ARAGON REDONDO BEACH CA 90277 RAFAEL S MENDEZ CFO 2025-05-29 true true ROBERT C SULLIVAN P00137201 3105523422 2024 2025-03-06 01:10:19Z X 8894611 X X 5172 5172 5172 573258 573258 573258 198561 2115127 198561 776991 776991 578430 50000 9000 9000 5827 5827 250 250 65077 15077 0 789400 789400 854477 15077 789400 -77486 761914 578430 265514 404911 413911 7808684 7586670 8480700 8074198 7991581 8894611 5000 616 418 5616 418 X 8068582 7991163 8068582 7991163 8074198 7991581 8068582 -77486 67 7991163 7991163 1845.4720 AMERICAN NEW WORLD FUND P 2012-12-27 2024-11-13 150000 99642 50358 50358 4464.799 FIRST EAGLE GLOBAL FD P 2012-12-27 2024-11-13 320000 216409 103591 103591 41079.7368 EATON VNCE RCHRD BRSTN ALL ASET STRAT P 2019-04-16 2024-06-05 605000 585159 19841 19841 28898.165 PIMCO INCOME FUND CL A P 2018-11-30 2024-11-13 305127 349239 -44112 -44112 8100.324 MFS GLOBAL EQUITY FUND P 2017-08-03 2024-06-05 405000 343718 61282 61282 14637.636 BLACKROCK GLOBAL ALLOCATION FD P 2012-12-27 2024-06-05 285000 287922 -2922 -2922 654.831 AMERICAN CAP INC BLDR FD P 2012-12-27 2024-06-05 45000 34477 10523 10523 198561 10591 10591 10591 19843 19843 9252 9252 false false false false false false false true true CA true false false false false true N/A SULLIVAN ASSOCIATES APC 3105523422 7848 STEWART AVE LOS ANGELES CA 90045 false false false false false false false false false false false false false false false false false false false false false false RAFAEL S MENDEZ 421 CALLE DE ARAGON REDONDO CA 90277 CEO 10.00 50000 NICOLE MENDEZ PINKERTON 9290 FORDHAM DRIVE BRENTWOOD TN 37027 Secretary 2.00 0 RAFAEL S MENDEZ 421 CALLE DE ARAGON REDONDO BEACH CA 90277 CFO 1.00 0 NONE NONE 9022849 149308 0 9172157 0 9172157 137582 9034575 451729 451729 10591 10591 441138 441138 441138 789400 789400 441138 234451 276112 510563 789400 0 441138 348262 858825 0 858825 234451 276112 348262 RAFAEL S MENDEZ 421 CALLE DE ARAGON REDONDO BEACH CA 90277 3104409516 raf_men@msn.com ALL REQUIRED FORMS REQUIRED BY FOUNDATION BYLAWS 12-31 NONE MENDEZ NATIONAL INSTITUTE OF TRANSP 2600 WEST OLIVE AVEUNE SUITE 500 BURBANK CA 91505 MEDICAL RESEARCH AND EDUCATION 150000 WESTWOOD WARD CHURCH OF JESSE CHRIS 10740 OHIO AVE WESTWOOD CA 96137 SUPPORT OF THE CHURCH 74400 SUMMIT BRASS 1292 W LYNX WAY CHANDLER AZ 85248 MUSIC EDUCATION 100000 THE AOPA FOUNDATION INC 421 AVIATION WAY FREDERICK MD 21701 AVIATION SAFETY 75000 KIPP SOCAL PUBLIC SCHOOLS 1933 BROADWAY 1144 LOS ANGELES CA 90007 SUPPORT OF EDUCATION FOR THE UNDERSERVED STUDENTS OF LOS ANGELES 35000 AVA'S HEART 9461 CHARLEVILLE BLVD 589 BEVERLY HILLS CA 90212 ASSISTANCE TO ORGAN TRANSPLANT PATIENTS 105000 CHILDRENS HOSPITAL MEDICAL CENTER F 4650 SUNSET BLVD LOS ANGELES CA 90027 501 (C) (3) RESEARCH AND MEDICAL CARE OF CHILDREN 250000 789400 14 5172 14 573258 198561 578430 198561 776991 false false false false false false false false false false ACCOUNTING FEES 9000 9000 0 0 AMERICAN CAPITAL INC BLDR-10,344.7410 FMV 523391 668216 AMERICAN NEW PERSPECTIVE 19,824.6810 SH FMV 710183 1231311 AMERICAN NEW WORLD FUND7,992.8450 SHARES FMV 336454 473778 BLACKROCK GLOBAL 53,929.0700 FMV 780851 728070 FIRST EAGLE GLOBAL-28,302.1080 SHARES FMV 1266671 1597576 MFS GLOBAL EQUITY FUND CL A-24,358.548SH FMV 690406 701380 EATON VNCE RCHRD BRSTY-108,030.42 SHARES FMV 983264 976967 FRANKLIN INCOME-272,985.3860 SHARES FMV 657339 677835 PIMCO INCOME FUND CL A-28,898.1650 FMV DAVIS OPPORTUNITY FUND FMV 1138111 941918 FRANKLIN SMALL MID CAP FMV 250000 242678 FRANKLIN SMALL CAP GROWTH FMV 250000 240971 SHARYL MENDEZ 20205 418 5 YEARS WORKING CAPITAL DEPARTMENT OF JUSTICE 100 100 FEE-MERRILL LYNCH 150 150 ADJUST COST BASIS 67 PAYROLL TAX EXPENSES 4045 4045 TAX ON DIVIDEND 1782 1782