2026-08-24T13:50:19-07:00 2025-12-31 850964542 Conor P Donnelley CPA 12730 High Bluff Dr Ste 120 San Diego CA 92130 990PF 2025-01-01 721590152 LIVINGSTON FAMILY FOUNDATION LIVI 8583954500 11234 EL CAMINO REAL SAN DIEGO CA 92130 CARDER B LIVINGSTON Trustee 2026-08-24 true CONOR P DONNELLEY P00695730 8582993854 X 2025 2025-03-06 01:10:19Z X X 16074864 X X 40 40 330307 330307 1296311 5653138 1296311 13275 971 1639933 1627629 61731 6173 55558 10400 5200 5200 81915 81915 13058 7958 5100 15480 15480 12192 395 11797 194776 101641 93135 563333 563333 758109 101641 656468 881824 1525988 418730 51581 51581 148778 1526815 1526815 1901636 2038627 2056129 6933770 6501174 10846339 506472 503809 477751 1079383 1247237 1116249 10988769 11869243 16074864 150 1200 1350 0 X 10987419 11869243 10987419 11869243 10988769 11869243 10987419 881824 11869243 11869243 VARIOUS CHARLES SCHWAB ST 5661 P 2025-01-01 2025-12-31 1767551 1613321 154230 154230 ISHARES BITCOIN ETF P 2025-01-01 2025-12-05 63 63 63 VARIOUS CHARLES SCHWAB LT 5661 P 2024-01-01 2025-12-31 3162452 2271722 890730 890730 900 SH ALPHABET INC P 2023-12-26 2025-03-04 156263 124115 32148 32148 305 SH MICROSOFT CORP P 2023-12-26 2025-04-28 118096 113433 4663 4663 2,142 SH PHILIP MORRIS INTL INC P 2024-01-01 2025-05-23 353157 135937 217220 217220 VARIOUS CHARLES SCHWAB LT 3097 P 2024-01-01 2025-12-31 95556 98299 -2743 -2743 1296311 21211 21211 21211 5217 16100 21317 106 106 false false false false false false false false true CA true false false false false true N/A LORI ANN MCKAY 9497153336 2511 VISTA DRIVE NEWPORT CA 92663 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 PO BOX 1870 RANCHO SANTA FE CA 92067 Trustee 2.00 0 LORI ANN MCKAY 2511 VISTA DRIVE NEWPORT CA 92663 Trustee 4.00 0 PATT CONCANNON 23412 PACIFIC PARK DRIVE 21C ALISO VIEJO CA 92656 OFFICE MANAGER 40.00 61731 FIRST FOUNDATION ADVISORS 18101 VON KARMAN AVE STE 700 IRVINE CA 92612 ADVISORY FEES 71028 14076890 1215318 0 15292208 0 15292208 229383 15062825 753141 753141 21211 21211 731930 731930 731930 656468 656468 731930 560356 656468 560356 0 96112 635818 X CASA OF OC 1505 E 17TH ST 214 SANTA ANA CA 92705 NONE PC CONTRIBUTION FOR HOLIDAY LUNCHEON 25000 ORANGEWOOD FOUNDATION 1575 E 17TH ST SANTA ANA CA 92705 NONE PC CONTRIBUTION FOR AMBASSADOR LUNCHEON 50000 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 1500 SFSU GUARDIAN SCHOLARS 1600 HOLLOWAY AVE SSB201 SAN FRANCISCO CA 94132 NONE PC GUARDIAN SCHOLARS PROGRAM 7500 CSUSM ACE SCHOLARS 333 SOUTH TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 NONE PC GUARDIAN SCHOLARS PROGRAM 1500 CSUMB GUARDIAN SCHOLARS 100 CAMPUS CENTER AVE SEASIDE CA 93955 NONE PC GUARDIAN SCHOLARS PROGRAM 3000 CSU FULLERTON PHILANTHROPIC FOUNDAT PO BOX 843730 LOS ANGELES CA 90084 NONE PC GUARDIAN SCHOLARS PROGRAM 1500 SCRIPPS HEALTH FOUNDATION PO BOX 2669-CP217 LA JOLLA CA 92027 NONE PC CONTRIBUTION TO GENERAL FUND 60000 SEGERSTROM CENTER FOR THE ARTS 500 TOWN CENTER DR COSTA MESA CA 92626 NONE PC CONTRIBUTION TO GENERAL FUND 15000 PROJECT HOPE ALLIANCE 1954 PLACENTIA AVE STE 202 COSTA MESA CA 92627 NONE PC CONTRIBUTION TO GENERAL FUND 30000 SAMUELI ACADEMY 1901 N FAIRVIEW ST SANTA ANA CA 92706 NONE PC CONTRIBUTION TO GENERAL FUND 5000 MARINE CORP SCHOLARSHIP 909 N WASHINGTON ST STE 400 ALEXANDRIA VA 22314 NONE PC CONTRIBUTION TO GENERAL FUND 5000 SPECIAL OLYMPICS 1133 19TH ST NW WASHINGTON DC 20036 NONE PC CONTRIBUTION TO GENERAL FUND. CONTRIBUTION TO AMBASSADOR LUNCHEON. 5000 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 40000 HOAG HOSPITAL FOUNDATION 330 PLACENTIA STE 100 NEWPORT BEACH CA 92663 NONE PC CONTRIBUTION TO GENERAL FUND 1500 BOYS AND GIRLS CLUB OF NW COLORADO PO BOX 776410 STEAMBOAT SPRINGS CO 80477 NONE PC CONTRIBUTION TO GENERAL FUND 5000 EDIFY DEPT 2410 PO BOX 986500 BOSTON MA 02298 NONE PC CONTRIBUTION TO GENERAL FUND 10000 SOLANA BEACH PRESBYTERIAN CHURCH 120 STEVENS AVE SOLANA BEACH CA 92075 NONE PC CONTRIBUTION TO GENERAL FUND 10000 CARRINGTON CHARITABLE FOUNDATION 1700 E PUTNAM AVE 5TH FL OLD GREENWICH CT 06870 NONE PC CONTRIBUTION TO GENERAL FUND 10000 POSITIVE COACHING ALLIANCE 66 FRANKLIN ST STE 300 OAKLAND CA 94607 NONE PC CONTRIBUTION TO GENERAL FUND 10000 STANBRIDGE UNIVERSITY FOUNDATION 2041 BUSINESS CENTER DR IRVINE CA 92612 NONE PC CONTRIBUTION TO GENERAL FUND 6000 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 NONE PC CONTRIBUTION TO GENERAL FUND 10000 CALIFORNIA COMMUNITY FOUNDATION 717 W TEMPLE ST LOS ANGELES CA 90012 NONE PC CONTRIBUTION TO GENERAL FUND 10000 ENSIGN INTERMEDIATE SCHOOL 2000 CLIFF DR NEWPORT BEACH CA 92663 NONE PC CONTRIBUTION TO GENERAL FUND 500 HOPE IGNITES 5257 SHAW AVE STE 202 ST LOUIS MO 63110 NONE PC CONTRIBUTION TO GENERAL FUND 12000 LAFD FOUNDATION 1700 STADIUM WAY STE 100 LOS ANGELES CA 90012 NONE PC CONTRIBUTION TO GENERAL FUND 10000 LA REGIONAL FOOD BANK 1734 E 41ST ST VERNON CA 90058 NONE PC CONTRIBUTION TO GENERAL FUND 5000 PASADENA COMMUNITY FOUNDATION 301 E COLORADO BLVD STE 810 PASADENA CA 91101 NONE PC CONTRIBUTION TO GENERAL FUND 10000 THE SHERMAN FOUNDATION 7502 SHADYVILLA LN HOUSTON TX 77055 NONE PF CONTRIBUTION TO GENERAL FUND 83333 WOUNDED WARRIORS 1790 HUGHES LANDING BLVD STE 400 THE WOODLANDS TX 77380 NONE PC CONTRIBUTION TO GENERAL FUND 5000 YMCA OF SAN DIEGO COUNTY 3708 RUFFIN RD SAN DIEGO CA 92123 NONE PC CONTRIBUTION TO GENERAL FUND 10000 MBA OPEN DOORS FOUNDATION 1919 M ST NW 5TH FL WASHINGTON DC 20036 NONE PC CONTRIBUTION TO GENERAL FUND 10000 563333 14 40 14 330307 13275 18 1296311 TAX-EXEMPT INTEREST 1639933 1639933 false false false false false false false false false false CONOR P. DONNELLEY 10400 5200 0 5200 FIXED INCOME FUNDS - CORPORATE BONDS 503809 477751 EQUITIES 6501174 10846339 2038627 2056129 MUTUAL FUNDS FMV 563899 355870 EXCHANGE TRADED FUNDS FMV 562892 645966 PUBLICLY TRADED PARTNERSHIPS FMV 120446 114413 ANNUAL REGISTRATION 200 200 BROKERAGE FEES 310 310 EQUIPMENT 1003 1003 GIFTS 2820 2820 INSURANCE 2236 2236 INVESTMENT EXPENSES 85 85 SUPPLIES 4521 4521 TELEPHONE & INTERNET 1017 1017 Other Investment Income 13275 971 ASSET MANAGEMENT 81915 81915 0 0 FOREIGN TAXES 7391 7391 PAYROLL TAXES 5667 567 5100