2025-11-18T12:35:54-06:00 2024-12-31 DISASTER CODE 157 - LA FIRES 954835865 GOEHNER ACCOUNTANCY CORPORATION 251 S LAKE AVENUE SUITE 730 PASADENA CA 91101 990PF 2024-01-01 954210203 THE MCKELVEY DAUGHERTY FAMILY FOUNDATION MCKE 9494133790 2702 HILLSIDE DRIVE NEWPORT BEACH CA 92660 PAUL MCKELVEY PRESIDENT 9494133790 2025-11-18 1 1 KRISTIN CREIGHTON P00216922 6264496321 2025-11-18 2024 2025-03-06 01:10:19Z X 702913 X X 24140 24140 7011 24308 7011 31151 31151 0 0 0 5570 3343 0 3762 3762 0 314 0 0 155 105 0 9801 7210 0 35004 35004 44805 7210 35004 -13654 23941 6851 809 809 17953 26594 26594 623762 607509 675510 648566 634912 702913 0 0 X 199645 199645 0 0 448921 435267 648566 634912 648566 634912 648566 -13654 0 634912 0 634912 PUBLICLY TRADED SECURITIES P 2023-06-02 2024-10-30 10853 6196 4657 4657 PUBLICLY TRADED SECURITIES P 2023-03-31 2024-10-30 13455 11101 2354 2354 7011 333 0 333 0 333 0 0 0 0 0 0 333 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 0 N/A THE FOUNDATION 9494133790 2702 HILLSIDE DRIVE NEWPORT BEACH CA 92660 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL MCKELVEY 2702 HILLSIDE DRIVE NEWPORT BEACH CA 92660 PRESIDENT 0.50 0 0 0 LYNN GASPARINO 2702 HILLSIDE DRIVE NEWPORT BEACH CA 92660 VICE PRESIDENT & SECRETARY 0.50 0 0 0 CARLA HEER 2702 HILLSIDE DRIVE NEWPORT BEACH CA 92660 TREASURER 0.50 0 0 0 NONE 0 NONE 0 0 473074 21336 213073 707483 0 0 707483 10612 696871 34844 34844 333 333 34511 0 34511 0 34511 35004 0 35004 34511 0 0 1061 1061 35004 0 0 0 34511 493 0 0 1554 0 0 0 0 0 0 0 1554 1061 493 X ALS ASSOCIATION 1275 K STREET NW STE 250 WASHINGTON DC 20005 N/A PC OPERATIONS 2445 ALZHEIMERS ASSOCIATION 225 N MICHIGAN FLOOR 17 CHICAGO IL 60601 N/A PC OPERATIONS 1000 BREAKAWAY RANCH FOUNDATION 3298 N GLASSFORD HILL ROAD 945 PRESCOTT VALLEY AZ 86314 N/A PC OPERATIONS 5834 BTN COMMUNITY OUTREACH FOUNDATION 2109 SOUTH WRIGHT STREET SUITE C SANTA ANA CA 92705 N/A PC OPERATIONS 2917 EISENHOWER MEDICAL CENTER FUND 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 N/A PC OPERATIONS 2917 FATHER JOE'S VILLAGE 3350 E ST SAN DIEGO CA 92102 N/A PC OPERATIONS 1458 FOOD FORWARD 7412 FULTON AVE 3 NORTH HOLLYWOOD CA 91605 N/A PC OPERATIONS 2917 HORSES WITH HEART AZ 2750 S STATE ROUTE 89 CHINO VALLEY AZ 86323 N/A PC OPERATIONS 2917 GRAND CANYON YOUTH 2131 N 1ST ST FLAGSTAFF AZ 86004 N/A PC OPERATIONS 1445 HUMANE SOCIETY OF THE TREASURE COAST 4100 SOUTHWEST LEIGHTON FARM AVENUE PALM CITY FL 34990 N/A PC OPERATIONS 2334 PROSTATE CANCER FOUNDATION 1250 4TH ST SANTA MONICA CA 90401 N/A PC OPERATIONS 1000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC OPERATIONS 1458 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC OPERATIONS 2917 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 N/A PC OPERATIONS 2000 REDWOOD REGION AUDUBON SOCIETY PO BOX 1054 EUREKA CA 95502 N/A PC OPERATIONS 1445 35004 0 14 24140 18 7011 0 31151 0 31151 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5570 3343 0 PACKERLAND - MUTUTAL FUNDS AT COST 258329 274237 NORTH AMERICAN ANNUITY AT COST 180000 213073 PACKERLAND - EQUITIES AT COST 169180 188200 BANK CHARGE 105 105 0 SECRETARY OF STATE FILING FEES 50 0 0 INVESTMENT FEES 3762 3762 0 EXCISE TAX 314 0 0