2026-09-09T08:36:39-05:00 2025-10-31 990 2024-11-01 956034304 DAVID X MARKS FOUNDATION DAVI 2138211900 UNIVERSITY GARDENS BLDG 205 LOS ANGELES CA 900898006 JAMES EDDY III TREASURER 2138211900 2026-09-08 0 2024 STEPHEN DEL GUERCIO UNIVERSITY GARDENS BLDG 205 LOS ANGELES CA 900898006 11107489 0 X N/A X 1952 CA TO PROVIDE SUPPORT TO THE UNIVERSITY OF SOUTHERN CALIFORNIA FOR ATHLETIC AND BAND SCHOLARSHIPS. 7 4 0 0 0 0 0 0 0 0 3505087 3728349 0 0 3505087 3728349 1671582 1655196 0 0 0 0 0 0 0 11000 11000 1682582 1666196 1822505 2062153 36925930 38501972 601018 404553 36324912 38097419 THIS CORPORATION IS FORMED FOR THE PURPOSE OF BENEFITING THE UNIVERSITY OF SOUTHERN CALIFORNIA AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF SOUTHERN CALIFORNIA. 0 0 1655196 1655196 SUPPORT ORGANIZATION OF THE UNIVERSITY OF SOUTHERN CALIFORNIA, CONTRIBUTIONS FOR THE YEAR ENDED 10/31/2025. 1655196 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 CA X UNIVERSITY OF SOUTHERN CALIFORNIA 2138211900 UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 STEPHEN DEL GUERCIO PRES / DIRECTOR 0.25 0.00 X X 0 0 0 BRUCE FURNISS SEC / DIRECTOR 0.25 0.00 X X 0 0 0 SUZANNE NORA JOHNSON DIRECTOR 0.25 2.00 X 0 0 0 ERIK BRINK DIRECTOR 0.25 50.00 X 0 1261153 252727 DAVID WRIGHT DIRECTOR 0.25 50.00 X 0 849392 77587 JENNIFER COHEN DIRECTOR 0.25 50.00 X 0 2600937 95672 JAMES EDDY III TREAS / DIRECTOR 0.25 0.00 X X 0 0 0 0 4711482 425986 0 0 1 0 0 949192 949192 10158297 7379140 2779157 2779157 2779157 3728349 0 0 3728349 1655196 1655196 11000 11000 1666196 1655196 11000 0 974513 784268 32404 93867 35919013 37623837 36925930 38501972 601018 404553 601018 404553 X 36324912 38097419 36324912 38097419 36925930 38501972 2062153 -289646 0 X 0 1 X 1 0 X X 1 UNIVERSITY OF SOUTHERN CALIFORNIA 951642394 2 1 1655196 0 1 1655196 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 36324912 3438703 1655196 11000 38097419 30021663 7985831 1671582 11000 36324912 31765168 815504 2549009 10000 30021663 37308072 -3901304 1631600 10000 31765168 27356919 11485876 1524723 10000 37308072 0 1 1 0 COMMON AND PREFERRED STOCKS 28770448 F MUTUAL FUNDS 8853389 F 37623837 ACCOUNTS PAYABLE 47000 CONTRIBUTION PAYABLE 357553 404553 3438703 -289646 -289646 3728349 0 3728349 1666196 0 1666196 0 1666196 1 UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 951642394 501(C)(3) 1655196 0 PROGRAM SUPPORT 1 Part I, Line 2: DAVID X MARKS FOUNDATION TRANSFERS MONIES TO THE UNIVERSITY OF SOUTHERN CALIFORNIA WHICH ASSUMES RESPONSIBILITY FOR ACTUAL DISBURSEMENT CRITERIA BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE GRANT. 0 1 0 0 0 0 0 0 0 JENNIFER COHEN DIRECTOR 0 1905878 0 575000 0 120059 0 34500 0 61172 0 2696609 0 0 ERIK BRINK DIRECTOR 0 1058890 0 48750 0 153513 0 159500 0 93227 0 1513880 0 0 DAVID WRIGHT DIRECTOR 0 534373 0 200000 0 115019 0 34500 0 43087 0 926979 0 0 FORM 990, SCHEDULE J, PART II NONE OF THE OFFICERS AND DIRECTORS OF THIS ORGANIZATION RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION DURING 2024. DURING 2024, THE INDIVIDUALS REPORTED ON SCHEDULE J, PART II WERE EMPLOYEES OF THE UNIVERSITY OF SOUTHERN CALIFORNIA ("USC"), A RELATED ORGANIZATION. FORM 990, SCHEDULE J, PART 1, LINE 4B ERIK BRINK: UNDER HIS EMPLOYMENT AGREEMENT EFFECTIVE SEPTEMBER 13, 2023, THE CFO OF USC WAS ENTITLED TO A SIGNING BONUS OF $250,000 (ACCRUING AT $125,000 PER YEAR) SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, WHICH VESTED AND WAS PAID IN 2025. FOR CALENDAR YEAR 2024 A RATABLE ACCRUAL OF $125,000 HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C). Form 990, Part VI, Section A, line 2 THE FOLLOWING WERE EMPLOYEES AT THE UNIVERSITY OF SOUTHERN CALIFORNIA (USC) DURING FY25 - DAVID WRIGHT, ERIK BRINK, JENNIFER COHEN Form 990, Part VI, Section A, line 6 PURSUANT TO ARTICLE II, SECTION 1 OF THE BYLAWS OF THE CORPORATION, THE TOTAL NUMBER OF AUTHORIZED MEMBERS MUST BE 7. Form 990, Part VI, Section A, line 7a PURSUANT TO ARTICLE II, SECTION 2 OF THE BYLAWS, (i) THE USC CHAIRMAN OF THE BOARD OF TRUSTEES, (ii) THE PRESIDENT OR HIS OR HER DESIGNEE, (iii) THE DIRECTOR OF INTERCOLLEGIATE ATHLETICS AND (iv) THE SENIOR VICE PRESIDENT SELECTED BY THE BOARD OF TRUSTEES SHALL BE EX-OFFICIO MEMBERS OF THE CORPORATION. THE REMAINDER OF THE MEMBERS SHALL BE SELECTED BY THE WRITTEN ASSENT OR MAJORITY VOTE OF THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, line 11b DAVID X MARKS FOUNDATION'S FORM 990 IS REVIEWED AT SEVERAL LEVELS AND THE FORM IS PROVIDED TO EACH MEMBER OF THE GOVERNING BOARD PRIOR TO FILING. Form 990, Part VI, Section B, line 12 RELATED ORGANIZATIONS OF USC FOLLOW THE UNIVERSITY'S POLICIES. PURSUANT TO THE CONFLICT OF INTEREST POLICY, IF AN INDIVIDUAL BELIEVES OR SUSPECTS THAT A CONFLICT OF INTEREST MAY EXIST, IT SHOULD BE DISCLOSED TO THE CHAIRMAN OF THE BOARD. DAVID X MARKS FOUNDATION FOLLOWS USC'S WRITTEN DOCUMENT RETENTION AND WHISTLEBLOWER POLICIES. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY CAN BE FOUND ON THE UNIVERSITY'S WEBSITE. UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 951642394 EDUCATION CA 501(C) 0 USC CARE MEDICAL GROUP INC 1510 SAN PABLO STREET LOS ANGELES CA 900334613 954540991 MANAGED CARE CA 501(C) 1 ICT PRODUCTIONS INC UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 954843260 EDUC. MEDIA CA 501(C) 1 SURVIVORS OF THE SHOAH VISUAL HISTORY FOUNDATION UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 954474965 EDUC. MEDIA CA 501(C) 1 USC VERDUGO HILLS HOSPITAL FOUNDATION 1812 VERDUGO BLVD GLENDALE CA 91208 953247823 USC SUPPORT CA 501(C) 1 ALBEDO INSURANCE COMPANY IC UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 851454978 USC SUPPORT VT 501(C) 1 USC CAPTIVE INSURANCE COMPANY UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 851454519 USC SUPPORT VT 501(C) 1 GENERAL LIABILITY DEFENSE IC UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 851472543 USC SUPPORT VT 501(C) 1 USC HEALTH SYSTEM 1510 SAN PABLO STREET LOS ANGELES CA 900334613 850666499 USC SUPPORT CA 501(C) 1 KECK MEDICAL CENTER OF USC 1510 SAN PABLO STREET LOS ANGELES CA 900334613 851644866 HOSPITAL CA 501(C) 1 USC VERDUGO HILLS HOSPITAL 1812 VERDUGO BLVD GLENDALE CA 91208 851634852 HOSPITAL CA 501(C) 1 USC ARCADIA HOSPITAL 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 951643336 HOSPITAL CA 501(C) 1 USC ARCADIA HOSPITAL FOUNDATION 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 953407027 FUNDRAISING CA 501(C) 1 ALDERSGATE MEDICAL SERVICES 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 953702057 SUPPORT ORG CA 501(C) 1 WOMEN'S AUXILIARY OF METHODIST HOSPITAL 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 954123357 HEALTHCARE CA 501(C) 0 CHATEAU LATOUR SPVI LLC 1501 COLORADO AVENUE SUITE B SANTA MONICA CA 90404 870998362 INVESTMENTS CA N/A 0 0 RF-PUMA CO-INVEST LP 1316 ADAMS STREET SUITE 400 NASHVILLE TN 37208 923342416 INVESTMENTS TN N/A 0 0 HM FUND II LP 150 EAST 58TH STREET 33RD FL N NEW YORK NY 10155 871030738 INVESTMENTS NY N/A 0 0 STRIPES V MEADOWS CO-INVEST LP 40 10TH AVE 5TH FLOOR NEW YORK NY 10014 862543648 INVESTMENTS NY N/A 0 0 BRICK CASTLE INVESTMENT LLC 421 S BEVERLY DRIVE FLOOR 8 BEVERLY HILLS CA 90212 823540717 INVESTMENTS CA N/A 0 0 RF-HARMONY CARES CO-INVEST II 1316 ADAMS STREET SUITE 400 NASHVILLE TN 37208 993821673 INVESTMENTS TN N/A 0 0 SUNRIVER LONG FUND LP 2 SOUND VIEW DRIVE 2ND FLOOR GREENWICH CT 06830 874087043 INVESTMENTS CT N/A 0 0 THE AFRICA PARTNERS FUND SPC 94 SOLARIS AVENUE CAMANA BAY CJ KYI-1108 981789937 INVESTMENTS CJ N/A 0 0 USC CHLA CELL THERAPY COLLABORATIVE LLC 1441 EAST LAKE AVENUE LOS ANGELES CA 90033 393605696 SCIENTIFIC R&D CA N/A 0 0 MAY ROBERTS DEWRIGHT TRUST UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 956284845 USC SUPPORT CA N/A T 1 INTEGRATED DIGITAL ASSET CORPORATION UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 954680904 3RD PARTY CON CA N/A C 1 CHARITABLE REMAINDER TRUSTS (187) UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 FUNDRAISING CA N/A T 1 POOLED INCOME FUND UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 FUNDRAISING CA N/A T 1 CHARITABLE REMAINDER TRUST (1) UNIVERSITY GARDENS BLDG STE 205 LOS ANGELES CA 900898006 INVESTMENT CA N/A T 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 PART IV, LINE 4 COLUMN (C) THE LEGAL DOMICILES OF THE CHARITABLE REMAINDER TRUSTS INCLUDE: CA, CO, IL, IN, MA, PA, AND WA.