2023-10-10T18:09:51-05:00 2022-12-31 330221239 THE BUSCH FIRM 2532 DUPONT DRIVE IRVINE CA 92612 990 2022-01-01 330881739 THE BEALL FAMILY FOUNDATION BEAL 9497186333 1200 NEWPORT CENTER DR 220 NEWPORT BEACH CA 92660 DONALD R BEALL CHAIRMAN 9497186343 2023-10-10 1 DONALD BEALL XXX-XX-XXXX 1 GREGORY BUSCH P00156481 9494747368 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD R BEALL 1200 NEWPORT CENTER DR 220 NEWPORT BEACH CA 92660 1855582 0 X NONE X 1999 CA TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION 8 8 0 0 110497 109294 0 0 0 0 798716 622432 -105776 -120010 692940 502422 3470750 2186120 0 0 0 0 0 0 0 219444 181321 3690194 2367441 -2997254 -1865019 11056532 7947088 0 0 11056532 7947088 TO PROVIDE CHARITABLE CONTRIBUTIONS AND SUPPORT TO VARIOUS LOCAL AND NATIONAL CHARITIES AND FOUNDATIONS. 0 0 2186120 2186120 CASH DONATIONS WERE MADE TO CHARITABLE ORGANIZATIONS TO SUPPORT VARIOUS LOCAL AND NATIONAL CHARITIES AND FOUNDATIONS. 2186120 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X KENNETH L BEALL 9497186343 1200 NEWPORT CENTER DR STE 220 NEWPORT BEACH CA 92660 X DONALD R BEALL CHAIRMAN/DIRECTOR 1.00 X X 0 0 0 JEFFREY R BEALL PRESIDENT 1.00 X X 0 0 0 JOAN F BEALL VICE PRESIDENT/DIRECTOR 1.00 X X 0 0 0 KENNETH L BEALL CFO/SECRETARY/TREASURER 1.00 X X 0 0 0 CHER S BEALL VICE PRESIDENT 1.00 X X 0 0 0 SHELLEY HOSS DIRECTOR 1.00 X 0 0 0 MICHAEL E RAKESTRAW DIRECTOR 1.00 X 0 0 0 CAROL FERGUSON DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 87748 234 87514 108286 0 108286 108286 110272 -1986 1887844 1353160 534684 534684 534684 OTHER INCOME FROM K-1S 900099 56745 0 56745 ORDINARY INCOME/(LOSS) FROM K-1S 900099 -1723 -9 -1714 CAPITAL GAIN/(LOSS) FROM K-1S 900099 -283318 0 -283318 -228296 502422 0 110497 391925 2186120 2186120 17180 17180 STATE TAX PAYMENTS 8000 8000 OTHER DED(FROM K-1'S) 134923 134923 INVT MGMT FEES-VARIOUS 20251 20251 FOREIGN TAXES PAID 942 942 25 25 2367441 2186120 181321 0 259982 258441 221460 138804 4333217 1734314 6131597 5706097 110276 109432 11056532 7947088 0 0 X 0 0 0 0 11056532 7947088 11056532 7947088 11056532 7947088 X -1865019 -1217425 -27000 X 0 0 0 X X 1 ORANGE COUNTY COMMUNITY FOUNDATION 330378778 10 0 37500 0 1 37500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ALTAIR CLO EQUITY FUND LTD 181785 F ALTAIR CMBS FUND LLC 274720 F ALTAIR DIRECT LENDING FUND, LLC 112860 F FNE HOLDINGS, LLC 30873 F HARBOR VILLAGE ASSOCIATES, LTD 600000 F KAIROS VENTURE OPPORTUNITIES I, LP 918517 F KAIROS VENTURE PARTNERS II AIV, LP -1866 F KAIROS VENTURE PARTNERS II, LP 580664 F MONTAUK TRIGUARD FUND IV, LP 47743 F MREP INT'L II LP 113650 F SPECIAL OPPORTUNITIES FUND IV 103501 F TCW CRESCENT MEZZANINE PARTNERS VB, LP 20397 F VERTICAL VENTURE PARTNERS GROWTH FUND, LP 303696 F VERTICAL VENTURE PARTNERS II, LP 402635 F VISIONARY VENTURE FUND II (QP), LP 716399 F VISIONARY VENTURE FUND, LP 81301 F WOODMONT INVESTMENTS LIMITED 937493 F VERTICAL VENTURE PARTNERS GROWTH FUND II, LP 87976 F VERTICAL VENTURE PARTNERS III, LP 109297 F CROSSLAYER CAPITAL FUND I, LP 86117 F VVP IGNITE, LP -1661 C 5706097 0 UNIVERSITY OF PITTSBURGH OFFICE OF INSTINL ADVCMNT 128 N CRAIG ST PITTSBURGH PA 15260 115000 0 SUPPORT DONALD R. BEALL CHAIR IN STRATEGIC MANAGEMENT HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS 99 CANAL CENTER PLAZA STE 320 ALEXANDRIA VA 22314 131669975 30000 0 GENERAL SUPPORT ORANGE COUNTY MUSEUM OF ART 1661 W SUNFLOWER AVE SANTA ANA CA 92704 951660847 501(C)(3) 100000 0 GENERAL SUPPORT LIBERTY HILL FOUNDATION 1001 WILSHIRE BLVD LOS ANGELES CA 90017 510181191 501(C)(3) 35000 0 GENERAL SUPPORT CALTECH ASSOCIATES 1200 E CALIFORNIA BLVD PASADENA CA 91125 951643307 501(C)(3) 10000 0 SUPPORT DONALD BEALL ENDOWMENT PLEDGE UNIVERSITY OF CALIFORNIA LOS ANGELES FOUNDATION 10889 WILSHIRE BLVD STE 1000 LOS ANGELES CA 90024 501(C)(3) 5500 0 SUPPORT GEFFEN ACADEMY AT UCLA FUND THE WOODEN FLOOR 1810 NORTH MAIN STREET SANTA ANA CA 92706 330299356 100300 0 GENERAL SUPPORT ORANGE COUNTY COMMUNITY FOUNDATION 4041 MACARTHUR BLVD STE 510 NEWPORT BEACH CA 92660 330378778 501(C)(3) 37500 0 GENERAL SUPPORT CARMEL IDEAS FOUNDATION PO BOX 509 CARMEL CA 93953 010903800 501(C)(3) 25000 0 GENERAL SUPPORT SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DRIVE COSTA MESA CA 92626 237287150 501(C)(3) 25000 0 GENERAL SUPPORT SIGMA ALPHA EPSILON FOUNDATION 1856 SHERIDAN ROAD EVANSTON IL 60201 501(C)(3) 15000 0 GENERAL SUPPORT MONTAGE HEALTH FOUNDATION 40 RYAN COURT STE 200 MONTEREY CA 93940 812889645 501(C)(3) 25000 0 GENERAL SUPPORT STAR ROCK MINISTRIES PO BOX 996 SAN CLEMEMTE CA 92674 208594584 501(C)(3) 30000 0 GENERAL SUPPORT MIND RESEARCH INSTITUTE 5281 CALIFORNIA AVE STE 300 IRVINE CA 92617 330798804 501(C)(3) 25000 0 GENERAL SUPPORT DAVIDSON COLLEGE OF ENGINEERING ONE WASHINGTON SQUARE SAN JOSE CA 95192 20000 0 SUPPORT SAN JOSE STATE UNIV MECHANICAL & AEROSPACE ENGINEERING MONTEREY PENINSULA FOUNDATION - THE FIRST TEE OF MONTEREY COUNTY 1551 BEACON HILL SALINAS CA 93905 260015069 501(C)(3) 15000 0 GENERAL SUPPORT UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 15000 0 SUPPORT CYBERSECURITY POLICY RESEARCH INSTITUTE UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 40000 0 SUPPORT ALZHEIMER'S DISEASE RESEARCH UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 25000 0 SUPPORT GRADUATE FELLOWSHIP IN COMPUTER SCIENCES UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 60000 0 SUPPORT PHY SCI FACULTY INNOVATION FUND UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 15000 0 SUPPORT CENTER FOR DIGITAL TRANSFORMATION AMERICAN RED CROSS 600 PARKCENTER DRIVE SANTA ANA CA 92705 530196605 501(C)(3) 20000 0 HURRICANE IAN AND KENTUCKY FLOODS ARTHUR A COLLINS LEGACY ASSOCIATION 690 EASTVIEW DRIVE ROBINS IA 52328 15000 0 GENERAL SUPPORT THE BASIC FUND 1301 CLAY ST70450 OAKLAND CA 94612 8000 0 GENERAL SUPPORT CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD STE 2416 LOS ANGELES CA 90048 951644600 25000 0 GENERAL SUPPORT THE NATIONAL ACADEMIES OF SCIENCES ENGINEERING & MEDICINE 500 FIFTH ST NW WASHINGTON DC 20001 10000 0 GENERAL SUPPORT NAVAL POSTGRADUATE SCHOOL FOUNDATION INC PO BOX 8626 MONTEREY CA 93943 237098726 501(C)(3) 68300 0 SUPPORT DONALD BEALL DEFENSE FELLOWS PROGRAM HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVE STE 100 NEWPORT BEACH CA 92663 953222343 30000 0 HOAG FAMILY CANCER INSTITUTE MCE SOCIAL CAPITAL 5758 GEARY BLVD STE 261 SAN FRANCISCO CA 94121 203154063 501(C)(3) 21120 0 GENERAL SUPPORT UNIVERSITY OF CALIFORNIA IRVINE FDN 100 THEORY STE 250 IRVINE CA 92617 952540117 501(C)(3) 10000 0 SUPPORT ANTI CANCER CHALLENGE FIELDSTONE LEADERSHIP NETWORK ORANGE COUNTY 14 CORPORATE PLAZA DR STE 200 NEWPORT BEACH CA 92660 330103025 10000 0 GENERAL SUPPORT HOAG CHARITY SPORTS 2081 BUSINESS CENTER DR STE 195 IRVINE CA 92612 452982422 501(C)(3) 7500 0 GENERAL SUPPORT SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE CA 95192 830403915 501(C)(3) 30000 0 GENERAL SUPPORT SMITHSONIAN INSTITUTION PO BOX 37012 WASHINGTON DC 20013 530206027 20000 0 NATIONAL AIR & SPACE MUSEUM BLDG TRANSFORMATION FUND PBS SO CAL 7740 PAINTER AVE 100 WHITTIER CA 90602 952211661 501(C)(3) 10000 0 GENERAL SUPPORT PROJECT X FOUNDATION FOR ART & CRITICISM PO BOX 41-437 LOS ANGELES CA 90041 421547728 501(C)(3) 20000 0 GENERAL SUPPORT CARE 151 ELLIS STREET NE ATLANTA GA 30303 131685039 10000 0 GENERAL SUPPORT HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 1000000 0 EDUCATING AMERICANS IN PUBLIC POLICY NOVA UKRAINE 963 MEARS CT STANFORD CA 94305 465335435 501(C)(3) 10000 0 GENERAL SUPPORT PGA TOUR FIRST TEE FOUNDATION 13000 SAWGRASS VILLAGE CIRCLE BLDG 4 PONTE VEDRA BEACH FL 32082 834186070 501(C)(3) 15000 0 GENERAL SUPPORT CEO LEADERSHIP ALLIANCE ORANGE COUNTY 668 N COAST HWY 319 LAGUNA BEACH CA 92651 10000 0 GENERAL SUPPORT FORM 990, PART VI, SECTION A, LINE 2 DONALD BEALL, WHO IS THE CURRENT PRESIDENT IS ALSO THE FATHER OF KENNETH BEALL WHO IS THE CURRENT CHIEF FINANCIAL OFFICER AND SECRETARY FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY SIGNING OFFICER PRIOR TO SUBMITION TO FEDERAL AND STATE AUTHORITIES FOR PROCESSING FORM 990, PART VI, SECTION C, LINE 19 NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS WILL BE CONSIDERED BY THE BOARD. FORM 990, PART XI, LINE 9: 2021 FEDERAL EXTENSION PAYMENT IN 2022 -27,000.