2025-11-17T10:19:07-06:00 2024-12-31 MICHAEL BERRY CPA PO BOX 5045 CULVER CITY CA 902315045 990PF 2024-01-01 352676634 SPECIALTY FAMILY FOUNDATION SPEC 3105359000 2260 E MAPLE AVE EL SEGUNDO CA 90245 JOSEPH B WOMAC PRESIDENT 3105359000 2025-11-17 1 0 MICHAEL BERRY P00179412 3108382204 X 2024 2025-03-06 01:10:19Z X 78554925 X X 5464 5464 875289 875289 17520377 77850470 17520744 149334 210319 18550464 18611816 376981 0 376981 251648 0 251648 69299 0 69299 703 0 703 113375 26760 84615 338506 256982 81524 216938 0 36152 847 0 12645 0 12645 25160 0 25160 93793 0 80151 1499895 283742 1018878 2491728 2285944 3991623 283742 3304822 14558841 18328074 129866 183944 183944 3554142 476740 476740 24 67564396 76398675 76398675 73918 63265 11500 10653 10653 39648 1484913 1484913 71299576 78554925 78554925 40517 47761 509798 720781 333487 330855 883802 1099397 X 70415774 77455528 70415774 77455528 71299576 78554925 70415774 14558841 0 84974615 7519087 77455528 K-1S -NON UBIT P 2024-01-02 2024-12-31 178392 178392 178392 K-1S -NON UBIT P 2023-01-01 2024-12-31 693665 693665 693665 CHARLES SCHWAB 2024-01-02 2024-12-31 21259230 21028169 231061 231061 CHARLES SCHWAB 2023-01-01 2024-12-31 39207998 31558348 7649650 7649650 HARDMAN JOHNSTON INTERNATIONAL P 2023-01-01 2024-12-31 72828 -72828 -72828 AKO GLOBAL LONG FUND LTD P 2023-01-01 2024-12-31 3795821 2000000 1795821 1795821 DAVIDSON KEMPNER INTN LTD. P 2023-01-01 2024-12-31 4358286 1868510 2489776 2489776 ELLIOT INTERNATIONAL LIMITED P 2023-01-01 2024-12-31 1316646 750000 566646 566646 EMINENCE FUND LONG, LTD. P 2023-01-01 2024-12-31 3522595 920792 2601803 2601803 SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND LTD 2 P 2023-01-01 2024-12-31 2390396 1155991 1234405 1234405 VARDE CAPITAL PARTNERS OFFSHORE P 2023-01-01 2024-12-31 1124215 972960 151255 151255 CAPITAL GAINS DIVIDENDS P 1098 1098 1098 17520744 254760 0 254760 0 254760 196845 0 0 0 196845 X 2283 60198 0 0 0 0 0 0 0 0 1 1 0 1 1 DE CA 0 0 0 0 0 1 HTTP://WWW.SPECIALTYFAMILYFOUNDATION.ORG/ GRANT NIMAN 3105359000 2260 E MAPLE AVE EL SEGUNDO CA 90245 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 DEBORAH A ESTES 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR/CHAIR 30.00 0 0 0 JAMES B PETER JR 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR 1.00 0 0 0 KAREN MARIE PETER CANE 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR 1.00 0 0 0 CHRISTINE MARY PETER 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR 1.00 0 0 0 ARTHUR PETER 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR/TREASURER 1.00 0 0 0 REGINA PETER 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR, SECRETARY 1.00 0 0 0 JOSEPH B WOMAC 2260 E MAPLE AVE EL SEGUNDO CA 90245 PRESIDENT 40.00 376981 43258 0 MICHAEL ESTES 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR, VICE PRESIDENT 1.00 0 0 0 SEAN GARD 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR 1.00 0 0 0 DAVID FIELDS 2260 E MAPLE AVE EL SEGUNDO CA 90245 INDEPENDENT DIRECTOR 1.00 0 0 0 MADELEINE CANE 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR 1.00 0 0 0 CATALINA SAENZ 2260 E MAPLE AVE EL SEGUNDO CA 90245 INDEPENDENT DIRECTOR 1.00 0 0 0 JOSEPH M LUMARDA 2260 E MAPLE AVE EL SEGUNDO CA 90245 INDEPENDENT DIRECTOR 1.00 0 0 0 KEVIN MCCARDLE 2260 E MAPLE AVE EL SEGUNDO CA 90245 INDEPENDENT DIRECTOR 1.00 0 0 0 MEGAN GARD 2260 E MAPLE AVE EL SEGUNDO CA 90245 FAMILY DIRECTOR 1.00 0 0 0 DANIEL ESTES 2260 E MAPLE AVE EL SEGUNDO CA 90245 GRANTS MANAGER 40.00 120447 27807 0 CAROL ROWE 2260 E MAPLE AVE EL SEGUNDO CA 90245 GRANTS DIRECTOR 40.00 123344 180 0 0 ANGELES INVESTMENT 429 SANTA MONICA BLVD 600 SANTA MONICA CA 90401 INVESTMENT 256982 NIMAN & ASSOCIATES 2260 E MAPLE AVE EL SEGUNDO CA 90245 ACCOUNTING 66900 0 0 36988215 1425840 38474481 76888536 0 0 76888536 1153328 75735208 3786760 3786760 254760 254760 3532000 0 3532000 0 3532000 3304822 0 3304822 3532000 0 0 192080 1019680 98529 1310289 3304822 0 0 0 3304822 0 227178 227178 1083111 0 0 0 0 0 0 0 1083111 984582 98529 DEBORAH A ESTES JAMES B PETER JR KAREN MARIE PETER CANE CHRISTINE MARY PETER ARTHUR PETER X A SENSE OF HOME 3457 W EL SEGUNDO BLVD UNIT A HAWTHORNE CA 90250 NONE PUBLIC CHARITY GENERAL 58000 ALLIANCE FOR CATHOLIC EDUCATION 107 CAROLE SANDNER HALL NOTRE DAME IN 46556 NONE PUBLIC CHARITY GENERAL 600 AMERIGO EDUCATION 125 S WACKER DR SUITE 1850 CHICAGO IL 60606 NONE PUBLIC CHARITY GENERAL 7600 ARCHDIOCESE OF LA 3424 WILSHIRE BLVD 2ND FLOOR LOS ANGELES CA 90010 NONE RELIGIOUS GENERAL 468000 ART TREK INC 703 RANCHO CONEJO BLVD NEWBURY PARK CA 91320 NONE PUBLIC CHARITY GENERAL 40000 BEREA COLLEGE CPO 2216 BEREA KY 40404 NONE SCHOOL GENERAL 5000 CALIFORNIA YOUTH CONNECTION 1311 63RD STREET SUITE A EMERYVILLE CA 94608 NONE PUBLIC CHARITY SCHOLARSHIPS 2000 CATHOLIC CHARITIES USA 2050 BALLENGER AVENUE ALEXANDRIA VA 22314 NONE RELIGIOUS SCHOLARSHIPS 25000 CATHOLIC EDUCATION FOUNDATION 3424 WILSHIRE BLVD 3RD FLOOR LOS ANGELES CA 90010 NONE RELIGIOUS SCHOLARSHIPS 6375 COLLEGE MATCH LA 1000 N ALAMEDA ST STE 240 LOS ANGELES CA 90012 NONE PUBLIC CHARITY GENERAL 5000 COUNSELING PARTNERS LA 400 N TUSTIN AVE STE 36 SANTA ANA CA 92705 NONE PUBLIC CHARITY SCHOLARSHIPS 15000 DOMINICAN SISTERS VISION OF HOPE SCHOOLS 1555 34TH AVE OAKLAND CA 94601 NONE SCHOOL GENERAL 50000 FADICA INC PO BOX 33667 WASHINGTON DC 20033 NONE PUBLIC CHARITY GENERAL 50000 FUNDACION SCHOLAS OCCURRENTES USA 1411 N LAUREL AVE APT 7 WEST HOLLYWOOD CA 90046 NONE PUBLIC CHARITY SCHOLARSHIPS 15000 GABRIELENO TONGVA TRIBAL COUNCIL 203 E MISSION ROAD SAN GABRIEL CA 91776 NONE PUBLIC CHARITY GENERAL 25000 HAVEN NEIGHBORHOOD SERVICES 3655 S GRAND AVE 240 LOS ANGELES CA 90007 NONE PUBLIC CHARITY GENERAL 15000 HOMEBOY INDUSTRIES 130 W BRUNO ST LOS ANGELES CA 90012 NONE PUBLIC CHARITY GENERAL 20000 IMAGINE LA 1418 N SPRING ST LOS ANGELES CA 90012 NONE PUBLIC CHARITY GENERAL 30000 LA PARTNERSHIP FOR EARLY CHILDHOOD INVESTMENT 2355 WESTWOOD BLVD 114 LOS ANGELES CA 90064 NONE PUBLIC CHARITY SCHOLARSHIPS 16000 LACATHOLICSORG 3424 WILSHIRE BLVD 2ND FLOOR LOS ANGELES CA 90010 NONE RELIGIOUS SCHOLARSHIPS 5250 MAYORS FUND LOS ANGELES 1000 N ALAMEDA STREET STE 340 LOS ANGELES CA 90012 NONE PUBLIC CHARITY GENERAL 25000 MOUNT SAINT MARY'S UNIVERSITY 10 CHESTER PLACE LOS ANGELES CA 90007 NONE SCHOOL GENERAL 50000 NATIONAL CATHOLIC EDUCATION ASSOC 200 N GLEBE RD 730 ARLINGTON VA 22213 NONE RELIGIOUS GENERAL 10000 NOAHS FOUNDATION 506 S SPRING STREET 13308 SMB 10278 LOS ANGELES CA 90013 NONE PUBLIC CHARITY GENERAL 15000 NOTRE DAME ACADEMY ELEMENTARY SCHOOL 2911 OVERLAND AVE LOS ANGELES CA 900644298 NONE SCHOOL GENERAL 3000 OAK ROSE FUND 2624 S KRAMERIA STREET DENVER CO 80222 NONE PUBLIC CHARITY SCHOLARSHIPS 7500 OUR LADY QUEEN OF ANGELS HOUSING ALLIANCE 614 SAN VICENTE BLVD UNIT G SANTA MONICA CA 90402 NONE RELIGIOUS GENERAL 450000 OUTREACH CONCERN 400 N TUSTIN AVENUE SUITE 360 SANTA ANA CA 92705 NONE PUBLIC CHARITY GENERAL 6000 PARA LOS NINOS 5000 HOLLYWOOD BLVD LOS ANGELES CA 90027 NONE PUBLIC CHARITY GENERAL 20000 PARTNERS FOR CHILDREN SOUTH LA 301 N PRAIRIE AVENUE SUITE 515 INGLEWOOD CA 90301 NONE PUBLIC CHARITY GENERAL 80000 RESURRECTION CATHOLIC SCHOOL 3360 OPAL ST LOS ANGELES CA 90023 NONE SCHOOL SCHOLARSHIPS 6500 SAFE PLACE FOR YOUTH 2469 LINCOLN BLVD MARINA DEL REY CA 90292 NONE PUBLIC CHARITY GENERAL 50000 SEED HOUSE PROJECT 138 NORTH BRAND BOULEVARD STE 200 GLENDALE CA 91203 NONE PUBLIC CHARITY GENERAL 75000 SHIELDS FOR FAMILIES 11601 SOUTH WESTERN AVE LOS ANGELES CA 90047 NONE PUBLIC CHARITY SCHOLARSHIPS 43000 SMPREP 1011 7TH ST SANTA MONICA CA 90403 NONE SCHOOL GENERAL 5000 SOFESA 8726 S SEPULVEDA BLVD D2651 LOS ANGELES CA 90045 NONE PUBLIC CHARITY GENERAL 10000 SOUTHERN CALIFORNIA GRANTMAKERS 1000 N ALAMEDA ST STE 230 LOS ANGELES CA 90012 NONE PUBLIC CHARITY GENERAL 115000 ST FRANCIS CENTER 1835 S HOPE STREET LOS ANGELES CA 90015 NONE RELIGIOUS GENERAL 80000 ST GENEVIEVE PARISH SCHOOLS 14024 COMMUNITY ST PANORAMA CITY CA 91402 NONE SCHOOL GENERAL 5000 ST JEROME SCHOOL 5580 THORNBURN ST LOS ANGELES CA 90095 NONE SCHOOL GENERAL 10000 ST JOSEPH CENTER 204 HAMPTON DR VENICE CA 902418633 NONE RELIGIOUS SCHOLARSHIPS 130500 ST PIUS X - ST MATTHIAS ACADEMY 7851 GARDENDALE STREET DOWNEY CA 90242 NONE SCHOOL SCHOLARSHIPS 12964 ST RAYMOND ELEMENTARY SCHOOL 12320 PARAMOUNT BLVD DOWNEY CA 90242 NONE SCHOOL GENERAL 3000 STRIVE 9124 SOUTH MAIN ST LOS ANGELES CA 90006 NONE PUBLIC CHARITY GENERAL 25000 SUNNYSIDE BAPTIST CHURCH 9317 S BUDLONG AVE LOS ANGELES CA 90044 NONE RELIGIOUS GENERAL 10000 THE ASSOCIATION OF CATHOLIC STUDENT COUNCILS 530 SOUTH LAKE STREET STE 889 PASADENA CA 91101 NONE RELIGIOUS SCHOLARSHIPS 6000 THE PEOPLE CONCERN 2116 ARLINGTON AVENUE STE 100 LOS ANGELES CA 90018 NONE PUBLIC CHARITY SCHOLARSHIPS 50000 THE RIGHTWAY FOUNDATION 3650 W MARTIN LUTHER KING JR BLVD 195 LOS ANGELES CA 90008 NONE PUBLIC CHARITY GENERAL 10000 UCLA INTEGRATED SUBSTANCE ABUSE PROGRAM 10911 WEYBURN AVE SUITE 200 LOS ANGELES CA 90024 NONE PUBLIC CHARITY GENERAL 2500 UPWARD BOUND HOUSE 1104 WASHINGTON AVENUE SANTA MONICA CA 90403 NONE PUBLIC CHARITY GENERAL 30000 US VETS - 1887 FUND 800 W SIXTH ST STE 1505 LOS ANGELES CA 90017 NONE PUBLIC CHARITY GENERAL 5000 USCCB SUBCOMMITTEE FOR AFRICAN AMERICAN 3211 FOURTH ST NE WASHINGTON DC 20017 NONE PUBLIC CHARITY GENERAL 15000 VENICE COMMUNITY HOUSING 200 LINCOLN BLVD VENICE CA 90291 NONE PUBLIC CHARITY GENERAL 15000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE PUBLIC CHARITY GENERAL 20000 VERBUM DEI HIGH SCHOOL 11100 SOUTH CENTRAL AVENUE LOS ANGELES CA 900591199 NONE SCHOOL SCHOLARSHIPS 11155 WHITE HALL ARTS ACADEMY 3301 W 77TH ST LOS ANGELES CA 90043 NONE SCHOOL GENERAL 15000 2285944 ARCHDIOCESE OF LA 3424 WILSHIRE BLVD 2ND FLOOR LOS ANGELES CA 90010 NONE RELIGIOUS GENERAL 200000 PARTNERS FOR CHILDREN SOUTH LA 301 N PRAIRIE AVENUE SUITE 515 INGLEWOOD CA 90301 NONE PUBLIC CHARITY GENERAL 130000 DOMINICAN SISTERS VISION OF HOPE SCHOOLS 1555 34TH AVE OAKLAND CA 94601 NONE SCHOOL GENERAL 100000 FADICA INC PO BOX 33667 WASHINGTON DC 20033 NONE PUBLIC CHARITY GENERAL 50000 SAFE PLACE FOR YOUTH 2469 LINCOLN BLVD MARINA DEL REY CA 90292 NONE PUBLIC CHARITY GENERAL 100000 CATHOLIC CHARITIES USA 2050 BALLENGER AVENUE ALEXANDRIA VA 22314 NONE RELIGIOUS SCHOLARSHIPS 25000 A SENSE OF HOME 3457 W EL SEGUNDO BLVD UNIT A HAWTHORNE CA 90250 NONE PUBLIC CHARITY GENERAL 50000 ST JOSEPH CENTER 204 HAMPTON DR VENICE CA 902418633 NONE RELIGIOUS SCHOLARSHIPS 50000 ART TREK INC 703 RANCHO CONEJO BLVD NEWBURY PARK CA 91320 NONE PUBLIC CHARITY GENERAL 20000 MOUNT SAINT MARY'S UNIVERSITY 10 CHESTER PLACE LOS ANGELES CA 90007 NONE SCHOOL GENERAL 50000 775000 14 5464 14 875289 901101 -367 18 17520744 K-1'S NON UBIT 14 210319 K-1'S UBIT 901101 -60985 -61352 18611816 0 18550464 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 113375 26760 84615 COMPUTER EQUIPMENT 2015-12-29 30913 30913 SL 3.000000000000 0 0 FURNITURE 2014-12-12 24072 24072 SL 5.000000000000 0 0 PHONE SYSTEM 2015-09-01 6234 6234 SL 5.000000000000 0 0 LH IMPROVEMENTS 2022-07-14 12699 1199 SL 15.000000000000 847 0 DELAWARE DOES NOT REQUIRE A COPY OF FORM 990-PF. A COPY HAS BEEN PROVIDED TO CALIFORNIA. K-1S UBIT 2024-01 PURCHASED 2024-12 2495 COST 0 -2495 K-1S UBIT 2023-01 PURCHASED 2024-12 2128 COST 0 2128 CAPITAL GAINS FORM 990-PF, PART IV THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES, CAPITAL GAINS BOTH FROM PASS THROUGH ENTITIES AND FROM CERTAIN PRIVATE INVESTMENT FUNDS DURING THE YEAR THAT IS SUMMARIZED ON PART IV OF FORM 990-PF. FOR PURPOSES OF SUCH STATEMENT AND DUE TO TAX SOFTWARE LIMITATIONS, THE ACQUISITION DATES SHOWN ARE JANUARY 2, 2024 AND JANUARY 1, 2023 FOR SHORT- TERM AND LONG- TERM TRANSACTIONS RESPECTIVELY. FOR SALES DATE, DECEMBER 31,2024 IS BEING SHOWN FOR BOTH SHORT AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST. SELF DEALING PART VI-B, LINE 1B DE MINIMIS PAYMENTS TOTALING $34 WERE INADVERTENTLY MADE TO A DISQUALIFIED PERSON. THE $34 WAS REFLECTED AS A LOAN BUT WAS REPAID IN FULL BEFORE THE END OF 2024. FORM 4720 HAS NOT BEEN FILED AS THE EXCISE TAX MEASURED BY USE OF MONEY FOR A LOAN WOULD BE LESS THAN $.30 WHICH WHEN ROUNDED WOULD BE ZERO.THE FOUNDATION ALSO RECEIVES SERVICES FROM DISQUALIFIED PERSONS THROUGH THEIR VOLUNTEER POSITIONS, PAYS REASONABLE COMPENSATION TO DISQUALIFIED PERSONS AND IS A LESSEE PAYING NO CONSIDERATION TO THE LESSOR WHO IS A DISQUALIFIED PARTY. ALL SUCH ACTS FALL WITHIN THE SELF-DEALING EXCEPTIONS. INVESTMENTS FORM 990-PF, PART II PART II AND RELATED STATEMENT 10 OF FORM 990-PF IS A LISTING OF OTHER INVESTED ASSETS AND INCLUDES A LINE FOR MUTUAL FUNDS HELD AT CHARLES SCHWAB. SUCH LINE ITEM IS THE SUMMARY AMOUNT OF ALL SUCH MUTUAL FUNDS. DETAILS AS TO INDIVIDUAL FUNDS ARE AVAILABLE UPON REQUEST. CHARLES SCHWAB- MUTUAL FUNDS FMV 36645217 36645217 ABRAMS CAPITAL PARTNERS II, LP FMV 611407 611407 AG REALTY FUND VI FMV 2137 2137 CENTERBRIDGE CREDIT PARTNERS TE, L.P. FMV 6935 6935 ELLIOTT INTERNATIONAL LIMITED FMV 1397476 1397476 FARALLON CAPITAL INSTITUTIONAL PARTNERS, L.P. FMV 998387 998387 VARDE INVESTMENT PARTNERS, L.P. FMV 391968 391968 ANGELES PRIVATE CREDIT FUND 3 FMV 403933 403933 ANGELES DIRECT EQUITY FUND 2 FMV 3294935 3294935 ANGELES PRIVATE MARKETS FUND 5 FMV 1224707 1224707 ANGELES PRIVATEREALASSETS FUND1 FMV 626128 626128 WHEELOCK STREET LT VALUE FUND FMV 1021038 1021038 ANGELES REAL ASSETS FUND 2 FMV 462156 462156 SPT LLC FMV 34 34 ANGELES GLOBAL EQUITY OPP. FUND FMV 29312217 29312217 COMPUTER EQUIPMENT 30913 30913 0 FURNITURE 24072 24072 0 PHONE SYSTEM 6234 6234 0 LH IMPROVEMENTS 12699 2046 10653 LEGAL 703 0 703 OTHER PREPAIDS 39648 51210 51210 REDEMPTION RECEIVABLES 1433703 1433703 CHANGE IN UNREALIZED GAINS(LOSSES) 7519087 MEALS 12291 0 12291 PARKING 521 0 521 INFORMATION TECHNOLOGY 27817 0 27817 TELEPHONE & INTERNET 6360 0 6360 POSTAGE AND DELIVERY 2067 0 2067 OFFICE SUPPLIES AND PRINTING 3558 0 3558 GIFTS AND PROMOTION 1105 0 1105 AUTO 3024 0 3024 DUES AND MEMBERSHIPS 21875 0 21875 INSURANCE 13707 0 13707 K-1 EXPENSES-OTHER 340 0 0 ACCRUAL TO CASH 0 0 -13302 BOARD AND EMPLOYEE EXPENSES 1128 0 1128 K-1'S NON UBIT 210319 210319 210319 K-1'S UBIT -60985 -60985 INVESTMENT FEES PAYABLE 62072 58596 SALARIES PAYABLE 55348 56192 DEFERRED TAXES 216067 216067 CONSULTANTS 81524 0 81524 INVESTMENT 256982 256982 0 PAYROLL 35902 0 35902 EXCISE AND FEDERAL UBIT 180000 0 0 OTHER 1036 0 250