2025-04-08T21:44:42-05:00 2024-12-31 330639599 Stephens Reidinger & Beller LLP 1301 Dove Street Suite 890 Newport Beach CA 92660 990PF 2024-01-01 842652195 Wescombe Family Foundation WESC 7145059000 1028 W Wind Way Newport Beach CA 92660 Gary Wescombe President 7145059000 2025-04-03 1 0 David R Stephens P00339728 9497527400 2024 2025-03-06 01:10:19Z X 1550161 X 9702 114 114 28913 28913 72366 75273 72366 111095 101393 0 0 0 0 0 4158 1040 0 3118 3500 875 0 2625 399 0 0 0 8057 1915 0 5743 37700 37700 45757 1915 0 43443 65338 99478 0 23140 21846 21846 682510 749142 1343057 247123 247123 185258 952773 1018111 1550161 0 0 X 952773 1018111 952773 1018111 952773 1018111 952773 65338 0 1018111 0 1018111 625 Sh Direxion Daily Techno D 2016-11-17 2024-12-03 59811 2907 56904 56904 Capital Gains Dividends P 15462 15462 15462 72366 0 1383 0 1383 0 1383 0 0 0 0 0 78 1461 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A Gary Wescombe 7145059000 1028 West Wind Way 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 Gary Wescombe 1028 West Wind Way Newport Beach CA 92660 President/Director 1.00 0 0 0 Patricia Wescombe 1028 West Wind Way Newport Beach CA 92660 Chief Executive Officer/Director 1.00 0 0 0 Nichole Howard 1028 West Wind Way Newport Beach CA 92660 Vice Predident of Governance/Director 1.00 0 0 0 Natalie Griswold 1028 West Wind Way Newport Beach CA 92660 Treasurer/Director 1.00 0 0 0 Jacqueline Hoppe 1028 West Wind Way Newport Beach CA 92660 Secretary/Director 1.00 0 0 0 Joy Stephens 1028 West Wind Way Newport Beach CA 92660 Vice President of Programs/Director 1.00 0 0 0 NONE 0 NONE 0 0 1365628 22494 0 1388122 0 0 1388122 20822 1367300 68365 68365 1383 1383 66982 0 66982 0 66982 43443 0 43443 66982 32303 0 0 43443 32303 0 0 11140 0 0 0 0 0 0 0 0 55842 0 0 0 Gary Wescombe Patricia Wescombe X Carmelite Sisters of Los Angeles 920 East Alhambra Road Alhambra CA 91801 PC Good works in education and healthcare 500 Newport Bay Conservancy PO Box 10804 Newport Beach CA 92658 PC Saving the wetlands of Upper Newport Bay 200 Red Cross 431 18th Street NW Washington DC 20006 PC Assist North Carolina hurricane victims 1000 Interval House 6615 E Pacific Coast Hwy Ste 170 Long Beach CA 90803 PC Home for battered women with children 15000 The Shea Center 26284 Oso Road San Juan Capistrano CA 92675 PC Place for disabled children to ride horses 15000 The Life Center 1920 E 17th Street Suite 102 Santa Ana CA 92705 PC Educaiton assistance for Kids 5000 Foster Love 560 W Lambert Rd Brea CA 92821 PC Assistace to children in foster care 1000 37700 0 14 114 14 28913 14 72366 0 101393 0 101393 0 0 0 0 0 0 0 0 0 0 X X 1 Gary and Patricia Wescombe 1028 West Wind Way Newport Beach CA 92660 213754 X 1 Securities- 2085 Shares Direxion Daily Techno 213754 2024-12-03 Accounting fees 4158 1040 0 3118 9,459.493 Shs Double Line Total Return 102049 82794 5429.864 Shs Metropolitan West Total 60025 48163 8,418.697 Shs Templeton Global Bond Adv 85049 54301 1100 Shs IShares Russell 3000 197450 367675 144 Shs IShares Russell 3000 49867 48132 3080 Shs Direxion Daily Techno 14333 278894 2085 Shs Direxion Daily Techno 9702 188797 200 Shs Vanguard Intermediate 18018 14946 131 Shs Vanguard Intermediate 9971 9790 1,000 Shs Vanguard FTSE Developed 43165 47820 3,666.361 Shs American Funds Europacific 200025 197177 6763.618 Shs Hartford Balanced Income I 100050 95908 1565.561 Shs Vanguard Wellesley Income Admiral 106561 93918 Advisory fee 3500 875 0 2625 Internal Revenue Service 374 0 0 0 Department of Justice 25 0 0 0