2025-09-09T08:48:28-07:00 2024-12-31 850964542 Conor P Donnelley CPA 12730 High Bluff Dr Ste 120 San Diego CA 92130 990PF 2024-01-01 721590152 LIVINGSTON FAMILY FOUNDATION LIVI 9497153336 105 CRESCENT BAY DR STE H LAGUNA BEACH CA 92651 LORI ANN MCKAY Trustee 2025-09-09 true true CONOR P DONNELLEY P00695730 8582993854 X 2024 2025-03-06 01:10:19Z X 14507473 X 2661630 400 400 277092 277092 22911 3981206 22911 4419 2475 2966452 302878 77123 7712 69410 7250 3625 3625 76764 76764 1 1 11721 6975 4746 9713 9713 118 118 19957 6260 13697 202647 101336 101310 248698 248698 451345 101336 350008 2515107 201542 741113 418730 418731 148778 148778 2563655 1901636 1940301 3740422 6933770 10442799 509957 506472 480711 917165 1079383 1076153 8472312 10988769 14507473 150 1200 1350 X 8472312 10987419 8472312 10987419 8472312 10988769 8472312 2515107 10987419 10987419 VARIOUS CHARLES SCHWAB LT 3097 P 2023-01-01 2024-12-31 160352 288571 -128219 -128219 112 SH BROOKFIELD RENEW COR P 2022-07-20 2024-11-26 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DR STE H LAGUNA BEACH CA 92651 false false false false false false false false false false false false false false false false false false false false false false CARDER B LIVINGSTON 105 CRESCENT BAY DR STE H LAGUNA BEACH CA 92651 Trustee 2.00 0 LORI ANN MCKAY 105 CRESCENT BAY DR STE H LAGUNA BEACH CA 92651 Trustee 4.00 0 PATT CONCANNON 23412 PACIFIC PARK DRIVE 21C ALISO VIEJO CA 92656 OFFICE MANAGER 40.00 77123 FIRST FOUNDATION ADVISORS 18101 VON KARMAN AVE STE 700 IRVINE CA 92612 ADVISORY FEES 70694 13053528 633423 0 13686951 0 13686951 205304 13481647 674082 674082 2801 2801 671281 671281 671281 350008 350008 671281 239083 350008 239083 0 110925 560356 X CASA OF OC 1505 E 17TH ST 214 SANTA ANA CA 92705 NONE PC CONTRIBUTION FOR HOLIDAY LUNCHEON 10000 ORANGEWOOD FOUNDATION 1575 E 17TH ST SANTA ANA CA 92705 NONE PC CONTRIBUTION FOR AMBASSADOR LUNCHEON 36000 KIDWORKS 1902 W CHESTNUT AVE SANTA ANA CA 92703 NONE PC CONTRIBUTION TO GENERAL FUND 40000 SHARE OUR SELVES 1650 SUPERIOR AVE SANTA ANA CA 92703 NONE PC CONTRIBUTION TO GENERAL FUND 5000 SAN DIEGO STATE GUARDIAN SCHOLARS 5500 CAMPANILE DR SAN DIEGO CA 92182 NONE PC GUARDIAN SCHOLARS PROGRAM 1000 SFSU GUARDIAN SCHOLARS 1600 HOLLOWAY AVE SSB201 SAN FRANCISCO CA 94132 NONE PC GUARDIAN SCHOLARS PROGRAM 2000 CSUSM ACE SCHOLARS 333 SOUTH TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 NONE PC GUARDIAN SCHOLARS PROGRAM 2000 CSUMB GUARDIAN SCHOLARS 100 CAMPUS CENTER AVE SEASIDE CA 93955 NONE PC GUARDIAN SCHOLARS PROGRAM 1000 CSU FULLERTON PHILANTHROPIC FOUNDAT PO BOX 843730 LOS ANGELES CA 90084 NONE PC GUARDIAN SCHOLARS PROGRAM 1000 SCRIPPS HEALTH FOUNDATION PO BOX 2669-CP217 LA JOLLA CA 92027 NONE PC CONTRIBUTION TO GENERAL FUND 5000 SEGERSTROM CENTER FOR THE ARTS 500 TOWN CENTER DR COSTA MESA CA 92626 NONE PC CONTRIBUTION TO GENERAL FUND 15000 MARINE CORP SCHOLARSHIP 909 N WASHINGTON ST STE 400 ALEXANDRIA VA 22314 NONE PC CONTRIBUTION TO GENERAL FUND 2000 JUST IN TIME PO BOX 601627 SAN DIEGO CA 92160 NONE PC CONTRIBUTION TO GENERAL FUND 50000 SCGA JUNIOR GOLF FOUNDATION 3740 CAHUENGA BLVD NORTH HOLLYWOOD CA 91609 NONE PC CONTRIBUTION TO GENERAL FUND 41500 HOAG HOSPITAL FOUNDATION 330 PLACENTIA STE 100 NEWPORT BEACH CA 92663 NONE PC CONTRIBUTION TO GENERAL FUND 7500 BOYS HOPEGIRLS HOPE 17701 COWAN AVENUE-STE 1500 IRVINE CA 92614 NONE PC CONTRIBUTION TO GENERAL FUND 8000 PEDIATRIC CANCER RESEARCH FOUNDATIO 2151 MICHELSON DR STE 180 IRVINE CA 92612 NONE PC CONTRIBUTION TO DRIBBLE FOR THE CAUSE 250 CUREBOUND 9605 SCRANTON RD STE 120 SAN DIEGO CA 92121 NONE PC CONTRIBUTION TO GENERAL FUND 1050 LEARNING TO SUCCEED PROGRAM 105 CRESCENT BAY DR STE N LAGUNA BEACH CA 92651 NONE I CONTRIBUTION FOR LEARNING TO SUCCEED PROGRAM FOR STUDENT EXPENSES, SCHOLARSHIPS AND HOUSING 9398 POSITIVE COACHING ALLIANCE 66 FRANKLIN ST STE 300 OAKLAND CA 94607 NONE PC CONTRIBUTION TO GENERAL FUND 5000 STANBRIDGE UNIVERSITY FOUNDATION 2041 BUSINESS CENTER DR IRVINE CA 92612 NONE PC CONTRIBUTION TO GENERAL FUND 6000 248698 14 400 14 277092 2475 18 22911 TAX-EXEMPT INTEREST 1944 302878 1944 304822 false false false false false false false false false false X X 1 RS LIVINGSTON REVOCABLE TRUST 105 CRESCENT BAY DR STE H LAGUNA BEACH CA 92651 2661630 X X 1 SECURITIES 2599588 2024-02-28 CONOR P. DONNELLEY 7250 3625 0 3625 FIXED INCOME FUNDS - CORPORATE BONDS 506472 480711 EQUITIES 6933770 10442799 1901636 1940301 MUTUAL FUNDS FMV 563899 496089 EXCHANGE TRADED FUNDS FMV 432008 488987 PUBLICLY TRADED PARTNERSHIPS FMV 83476 91077 ADMINISTRATION 130 130 ANNUAL REGISTRATION 200 200 BROKERAGE FEES 6260 6260 DUES & SUBSCRIPTIONS 1603 1603 GIFTS 1092 1092 INSURANCE 2428 2428 POSTAGE 404 404 SUPPLIES 3881 3881 TELEPHONE & INTERNET 3959 3959 Other Investment Income 2475 2475 TAX-EXEMPT INTEREST 1944 CREDIT CARD PAYABLE 1200 ASSET MANAGEMENT 76764 76764 0 0 FOREIGN TAXES 6448 6448 PAYROLL TAXES 5273 527 4746