2025-11-15T20:52:46-08:00 2024-12-31 461502001 Marc Harper CPA 18141 Joshua Lane Santa Ana CA 92705 990PF 2024-01-01 453958542 KUGELMAN FAMILY FOUNDATION KUGE 9493107611 1 PACIFIC MIST NEWPORT COAST CA 92657 Dulcie A Kugelman President 2025-11-15 true true Marc D Harper P01085533 7142693980 X 2024 2025-03-06 01:10:19Z X 446318 X 99780 527 527 527 9561 9561 9561 26084 125854 26084 135952 36172 10088 2531 3810 85 6426 0 0 105960 105960 112386 0 105960 23566 36172 10088 126960 153586 153586 6493 112094 112094 134951 124239 125567 125001 27178 29283 32780 396964 420530 446318 0 X 396964 420530 396964 420530 396964 420530 396964 23566 420530 420530 206 ISHARE CORE S&P 500 ETF P 2022-01-01 2024-12-19 124602 98497 26105 26105 35 ISHARES JPM EM LOCAL BD FD ETF P 2022-01-01 2024-06-26 1252 1273 -21 -21 26084 503 503 503 1344 1344 841 841 false false false false false false false true true CA true false false false false true N/A Dulcie Kugelman 9493107611 1 Pacific Mist Newport Coast CA 92657 false false false false false false false false false false false false false false false false false false false false false false Lawrence N Kugelman 1 Pacific Mist Newport Coast CA 92657 Treasurer 0.00 0 Dulcie A Kugelman 1 Pacific Mist Newport Coast CA 92657 President & CEO 10.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 503 503 503 503 0 105960 105960 0 89355 220790 166617 38399 133312 648473 105960 0 105960 754433 0 89355 665078 220790 166617 38399 133312 105960 Lawrence N Kugelman Dulcie A Kugelman X SHARE OUR SELVES 1550 Superior Ave Costa Mesa CA 92627 None GENERAL OPERATING SUPPORT 960 ST MARK PRESBYTERIAN CHURCH 2200 SAN JOAQUIN HILLS RD NEWPORT BEACH CA 92660 None GENERAL OPERATING SUPPORT 10000 UCI FOUNDATION 100 THEORY IRVINE CA 92617 None GENERAL OPERATING SUPPORT 3500 ST MARY'S SCHOOL 7 PURSUIT ALISO VIEJO CA 92656 NONE GENERAL OPERATING SUPPORT 5000 CENTER FOR INTL EXPERIENTIAL LEARNI 1312 1/2 MONTANA ST LOS ANGELES CA 90026 NONE GENERAL OPERATING SUPPORT 50000 LANA'I COMMUNITY ASSOCIATION 730 LANAI AVE STE 108 LANAI CITY HI 96763 NONE GENERAL OPERATING SUPPORT 25000 KENTFIELD SCHOOL FOUNDATION 750 COLLEGE AVE KENTFIELD CA 94904 NONE GENERAL OPERATING SUPPORT 10000 CHAPMAN UNIVERSITY ONE UNIVERSTIRY DR ORANGE CA 92866 NONE GENERAL OPERATING SUPPORT 1500 105960 14 527 14 9561 26084 10088 26084 36172 false false false false false false false false false false X X 1 Dulcie Kugelman 1 PACIFIC MIST NEWPORT COAST CA 92657 125000 X BNY MELLON CORPORATE BOND FUND 50700 51436 DOUBLELINE CORE FIXED INC FD 57850 56786 ISHARES EM MKTS LOCAL CURR BD BNY MELLON FLOATING RATE INC FD 14416 14187 TCW EMERGING MKTS INCOME FUND 2601 2592 ISHARES S&P 500 INDEX (IVV) 95514 117736 FID INTL SM CAP (FIQIX) 1000 1051 ISHARES CORE MSCI EAFE ETF (IEFA) 15580 16164 ISHARES TR S&P MIDCAP 400 INDEX (IJH) AT COST 15935 18693 ISHARES TR S&P SMALL CAP 600 (IJR) AT COST 5618 6337 ISHARES MSCI EM MKTS EX CHINA (EXMC) AT COST 2766 3050 GQG PTRS EM MKTS EQ FD (GQGIX) AT COST 2658 2894 BNY MELLON DEV MKTS RE SEC FUND AT COST 2306 1806 CHECK STOCK 85 INVESTMENT MANAGEMENT FEES 2531 0 0 0 CALIFORNIA PF TAX 10 FEDERAL EXCISE TAXES 3800