2026-09-11T12:47:36-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990PF 2025-01-01 872515474 SPENUZZA-VELASTEGUI FAMILY FOUNDATION SPEN 9496619098 24040 CAMINO DEL AVION E225 MONARCH BEACH CA 92629 PETER SPENUZZA DIRECTOR AND PRESIDENT 9496619098 2026-09-01 1 CHARLIE MAURER P01884090 9492214000 2026-09-01 2025 X 3823455 X X 188640 188640 5356 1183277 5356 4463 4463 198459 198459 0 0 0 13650 10238 3413 7057 7057 0 4317 0 0 1150 1150 29436 26174 18445 32849 573662 573662 599836 18445 606511 -401377 180014 4140666 3823455 3823455 4140666 3823455 3823455 0 29438 0 29438 X 4140666 3794017 4140666 3794017 4140666 3823455 4140666 -401377 54728 3794017 0 3794017 SHORT TERM REALIZED LOSS P 2025-01-01 2025-12-31 1166185 1177921 -11736 -11736 CAPITAL GAIN DISTRIBUTION P 2025-01-01 2025-12-31 17092 17092 17092 5356 2502 0 2502 0 2502 955 0 0 0 955 X 63 1610 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A PETER SPENUZZA 9496619098 24040 CAMINO DEL AVION E225 MONARCH BEACH CA 92629 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER SPENUZZA 24040 CAMINO DEL AVION E225 MONARCH BEACH CA 92629 DIRECTOR AND PRESIDENT 1.00 0 0 0 CECILIA SPENUZZA 24040 CAMINO DEL AVION E225 MONARCH BEACH CA 92629 DIRECTOR; SECRETARY; TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 0 4131725 0 4131725 0 0 4131725 61976 4069749 203487 203487 2502 2502 200985 0 200985 0 200985 606511 0 606511 200985 0 0 5381 269025 337212 611618 606511 0 0 0 200985 405526 0 0 1017144 0 0 0 0 0 0 0 1017144 5381 269025 337212 405526 PETER SPENUZZA CECILIA SPENUZZA X ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL 31641 LA NOVIA AVE SAN JUAN CAPISTRANO CA 92675 N/A PC TO EDUCATE YOUNG PEOPLE'S HEARTS AND MINDS FOR LIVES OF LEARNING, LEADERSHIP, AND SERVICE. 173816 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 N/A PC PROVIDE PUBLIC PERFORMING ARTS PORGRAMS. 110100 DISCOVERY SCIENCE CENTER OF ORANGE COUNTY 2500 N MAIN ST SANTA ANA CA 92705 N/A PC PROVIDE SCIENCE PROGRAMS FOR CHILDREN AND PUBLIC. 62800 PHILHARMONIC SOCIETY OF ORANGE COUNTY 1124 MAIN STREET B IRVINE CA 92614 N/A PC TO FOSTER AN APPRECIATION FOR MUSIC BY PRESENTING PERFORMANCES AND MUSIC EDUCATION PROGRAMS. 52145 ORANGE COUNTY MUSEUM OF ART 3333 AVENUE OF THE ARTS COSTA MESA CA 92626 N/A PC SUPPORT PUBLIC ART PROGRAMS. 49200 UNIVERSITY OF CALIFORNIA IRVINE 111 THEORY 200 IRVINE CA 92617 N/A PC TO RAISE AND MANAGE PRIVATE FUNDS TO SUPPORT UCI'S BROADER MISSION OF EXCELLENCE IN TEACHING, RESEARCH AND PUBLIC SERVICE. 45000 MISSION PRESERVATION FOUNDATION 26801 OLD MISSION ROAD SAN JUAN CAPISTRANO CA 92675 N/A PC TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO. 25000 NAPA VALLEY FESTIVAL ASSOCIATION 1350 TREAT BLVD SUITE 430 WALNUT CREEK CA 94597 N/A PC TO ENRICH THE ECONOMIC AND CULTURAL VITALITY OF THE REGION AND MAKE THE ARTS ACCESSIBLE TO ALL. 24000 PACIFIC SYMPHONY 17620 FITCH 100 IRVINE CA 92614 N/A PC TO PERFORM INSPIRING, ENTERTAINING, AND HEALING MUSIC, CONNECT COMMUNITIES THROUGH DIVERSE PROGRAMMING, INSPIREYOUTH, PROVIDE THERAPEUTIC BENEFIT, & PROMOTE THE WELL-BEING. 10500 THE ORDER OF CONSTANTINIAN ANGELIC KNIGHTS OF ST GEORGE 301 NJ 17 SUITE 810 RUTHERFORD NJ 07070 N/A PC TO PROMOTE RELIGIOUS PRINCIPLES AMOUNG PEOPLE BY CONTRIBUTING TO HOSPITALS AND ORGANIZATIONS THAT ASSIST THE POOR. 7034 SECOND HARVEST FOOD BANK 8014 MARINE WAY IRVINE CA 92618 N/A PC TO END FOOD INSECURITY BY PROVIDING DIGNIFIED, EQUITABLE & CONSISTENT ACCESS TO NUTRITIOUS FOOD. 5579 MISSION HOSPITAL FOUNDATION 1801 LIND AVE SW RENTON WA 98057 N/A PC TO SERVE ALL, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. 3150 FRIENDSHIP SHELTER INC PO BOX 4252 LAGUNA BEACH CA 92652 N/A PC TO HELP HOMELESS ADULTS ACHIEVE SELF-SUFFICIENCY AND BECOME MORE PRODUCTIVE MEMBERS OF THE COMMUNITY. 2338 OLD MISSION SAN JUAN CAPISTRANO 26801 OLD MISSION ROAD SAN JUAN CAPISTRANO CA 92675 N/A PC TO RAISE FUNDS FOR SPECIALIZED AND COMPREHENSIVE PRESERVATION WORK FOR MISSION SAN JUAN CAPISTRANO. 1000 LAGUNA ART MUSEUM 307 CLIFF DRIVE LAGUNA BEACH CA 92651 N/A PC TO ENLIGHTEN AND ENGAGE PEOPLE OF ALL AGES THROUGH ART THAT EMBODIES AND PRESERVES THECALIFORNIA EXPERIENCE. 1000 EPISCOPAL DIOCESE OF LA 840 ECHO PARK AVE LOS ANGELES CA 90026 N/A PC TO HELP RESTORE ALL PEOPLE TO UNITY WITH GOD AND EACH OTHER IN CHRIST. 1000 573662 0 14 188640 15 4463 18 5356 0 198459 0 198459 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 13650 10238 3413 OTHER FEES 1150 1150 0 ACCRUAL TO CASH AJE 0 0 29436 CREDIT CARD REWARDS 4463 4463 4463 UNREALIZED GAIN 51585 CREDIT CARD REWARDS 3143 CREDIT CARD PAYABLE 0 29438 MANAGEMENT FEES 7057 7057 0 IRS TAX PAYMENT 3790 0 0 CA ANNUAL FEE 75 0 0 FOREIGN TAX 452 0 0