2024-11-13T11:40:11-06:00 2023-12-31 954537885 SINGER BURKE ZIMMER & KOGAN LLP 6345 BALBOA BLVD STE 375 ENCINO CA 91316 990PF 2023-01-01 680526427 JOHN AND MARILYN WELLS FAMILY FOUNDATION JOHN 8187741000 CO SINGER 6345 BALBOA BL 375 ENCINO CA 91316 JOHN M WELLS CO-CHAIRMAN 8187741000 2024-11-11 1 1 MATTHEW A BURKE P00061657 8187741000 2024-11-11 2023 2024-10-15 13:58:12Z X 13774230 X 2103664 632 632 482427 482427 76895 8997003 1161397 1497 1497 2665115 1645953 0 0 0 96565 0 0 39752 0 0 47468 0 0 183785 0 0 1780425 1780425 1964210 0 1780425 700905 1645953 25765 35725 35725 96348 42893 42893 4143631 4345067 4095351 3568550 3794667 6510850 798076 1021695 989114 2070057 2095396 2100297 10702427 11335443 13774230 1030 2577 1030 2577 X 0 0 0 0 10701397 11332866 10701397 11332866 10702427 11335443 10701397 700905 0 11402302 69436 11332866 SCHWAB #1344 - ST P 2023-01-01 2023-12-31 3882563 3917022 -34459 -34459 SCHWAB #1344 - LT P 2022-01-01 2023-12-31 641179 497705 143474 143474 COLLINS CAP P 2022-01-01 2023-12-31 1782 756 1026 1026 SCHWAB #9186 - ST P 2023-01-01 2023-12-31 1433590 1444755 -11165 -11165 SCHWAB #9186 - LT P 2022-01-01 2023-12-31 892888 938434 -45546 -45546 MANZANITA - ST P 2023-01-01 2023-12-31 24937 -24937 -24937 MANZANITA - LT P 2022-01-01 2023-12-31 35309 35309 35309 DONATED STOCKS D 2022-01-01 2023-12-31 2108234 1010666 1097568 1097568 MANZANITA FUND P 2023-01-01 2023-12-31 1331 -1331 -1331 MANZANITA FUND P 2023-01-01 2023-12-31 1458 1458 1458 1161397 22879 0 22879 0 22879 21600 0 27000 0 48600 0 25721 25721 0 0 0 0 0 0 0 0 0 1 1 0 0 1 CA 1 0 1 0 0 1 N/A SINGER BURKE ZIMMER KOGAN LLP 8187741000 6345 BALBOA BLVD SUITE 375 ENCINO CA 91316 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN WELLS C/O SINGER BURKE 6345 BALBOA BLVD 375 ENCINO CA 91316 CO-CHAIRMAN 0.50 0 0 0 MARILYN WELLS C/O SINGER BURKE 6345 BALBOA BLVD 375 ENCINO CA 91316 CO-CHAIRMAN 0.50 0 0 0 NONE 0 NONE 0 0 10304268 181207 2100297 12585772 0 0 12585772 188787 12396985 619849 619849 22879 22879 596970 0 596970 0 596970 1780425 0 1780425 596970 0 0 1212393 1287111 987401 676555 2144579 6308039 1780425 0 0 0 596970 1183455 0 0 7491494 0 0 0 0 0 0 1212393 6279101 1287111 987401 676555 2144579 1183455 JOHN WELLS MARILYN WELLS X A NEW WAY OF LIFE RENTRY PROJECT PO BOX 875288 LOS ANGELES CA 90087 NONE PUBLIC CHARITY UNRESTRICTED 5000 ACLU FOUNDATION OF SOUTHERN CALIFORNIA 125 BROAD STREET 18TH FLR NEW YORK NY 10275 NONE PUBLIC CHARITY UNRESTRICTED 1000 ALEXANDRIA HOUSE 426 S ALEXANDRIA AVE LOS ANGELES CA 90020 NONE PUBLIC CHARITY UNRESTRICTED 200000 BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES INC 800 S FIGUEROA ST SUITE 620 LOS ANGELES CA 90017 NONE PUBLIC CHARITY UNRESTRICTED 2500 BIG SUNDAY 6111 MELROSE AVE LOS ANGELES CA 90038 NONE PUBLIC CHARITY UNRESTRICTED 5000 BRAVO VAIL 2271 N FRONTAGE RD W SUITE C VAIL CO 81657 NONE PUBLIC CHARITY UNRESTRICTED 1000 CASA OF LOS ANGELES 201 CENTRE PLAZA DR 3 MONTEREY PARK CA 91754 NONE PUBLIC CHARITY UNRESTRICTED 1000 CHILDREN'S ACTION NETWORK 11849 W OLYMPIC BLVD STE 101 LOS ANGELES CA 90064 NONE PUBLIC CHARITY UNRESTRICTED 1000 CIVICAS 560 TOYOPA DRIVE PACIFIC PALISADES CA 90272 NONE PUBLIC CHARITY UNRESTRICTED 350 CORPORATION FOR SUPPORTIVE HOUSING 61 BROADWAY SUITE 2300 NEW YORK NY 10006 NONE PUBLIC CHARITY UNRESTRICTED 45000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY UNRESTRICTED 1000 DOWNTOWN WOMENS CENTER 442 S SAN PEDRO ST LOS ANGELES CA 90013 NONE PUBLIC CHARITY UNRESTRICTED 5000 ENTERTAINMENT COMMUNITY FUND 5757 WILSHIRE BLVD STE 400 LOS ANGELES CA 90036 NONE PUBLIC CHARITY UNRESTRICTED 350000 EXTRORDINARY FAMILIES 5670 WILSHIRE BLVD SUITE 830 LOS ANGELES CA 90036 NONE PUBLIC CHARITY UNRESTRICTED 15000 FUNDERS TOGETHER TO END HOMELESSNESS 89 S ST STE 603 BOSTON MA 02111 NONE PUBLIC CHARITY UNRESTRICTED 1000 GIRLS INCORPORATED 10536 CULVER BLVD CULVER CITY CA 90232 NONE PUBLIC CHARITY UNRESTRICTED 5000 GO FOR PAS ALLIANCE 85115 S WILLAMETTE ST EUGENE OR 97405 NONE PUBLIC CHARITY UNRESTRICTED 50000 HABITAT FOR HUMANITY INTERNATIONAL 121 HABITAT ST AMERICUS GA 31709 NONE PUBLIC CHARITY UNRESTRICTED 1000 HEART AND SOUL CENTER 9327 S BUDLONG AVE LOS ANGELES CA 90044 NONE PUBLIC CHARITY UNRESTRICTED 1000 IMAGINE LA 672 SOUTH LAFAYETTE PARK PLACE UNIT 28 LOS ANGELES CA 90057 NONE PUBLIC CHARITY UNRESTRICTED 10000 KAUAI FOOD BANK 3285 WAAPA ROAD SUITE A LIHUE HI 96766 NONE PUBLIC CHARITY UNRESTRICTED 1000 KCRW FOUNDATION INC 1900 PICO BLVD SANTA MONICA CA 90405 NONE PUBLIC CHARITY UNRESTRICTED 1000 LIBERTY HILL FOUNDATION 6420 WILSHIRE BLVD 700 LOS ANGELES CA 90048 NONE PUBLIC CHARITY UNRESTRICTED 3500 LOS ANGELES PHILHARMONIC ASSOCIATION 151 S GRAND AVE LOS ANGELES CA 90012 NONE PUBLIC CHARITY UNRESTRICTED 50000 LOS ANGELES ROOM & BOARD 862 HILGARD AVE LOS ANGELES CA 90024 NONE PUBLIC CHARITY UNRESTRICTED 75000 MOTION PICTURE & TELEVISION FUND 23388 MULHOLLAND DR 220 WOODLAND HILLS CA 91364 NONE PUBLIC CHARITY UNRESTRICTED 250000 NATIONAL FOSTER YOUTH INSTITUTE 3550 WILSHIRE BLVD SUITE 1601 LOS ANGELES CA 90010 NONE PUBLIC CHARITY UNRESTRICTED 25000 NGA HANCOCK PARK 6345 BALBOA BLVD375 ENCINO CA 91316 NONE PUBLIC CHARITY UNRESTRICTED 5000 PROVIDENCE ST JOSEPH FOUNDATION 501 SOUTH BUENA VISTA ST BURBANK CA 91505 NONE PUBLIC CHARITY UNRESTRICTED 5000 SAFE PLACE FOR YOUTH 2469 S LINCOLN BLVD VENICE CA 90291 NONE PUBLIC CHARITY UNRESTRICTED 2500 SOCIAL JUSTICE PARTNERS LA 360 3 2ND ST STE 800 LOS ANGELES CA 90012 NONE PUBLIC CHARITY UNRESTRICTED 1000 SOUTHERN CA PUBLIC RADIO 474 S RAYMOND AVE PASADENA CA 91105 NONE PUBLIC CHARITY UNRESTRICTED 2500 SOUTHERN CALIFORNIA GRANTMAKERS 1000 N ALMEDA ST SUITE 230 LOS ANGELES CA 90012 NONE PUBLIC CHARITY UNRESTRICTED 25575 ST JAMES FOOD PANTRY 3903 WILSHIRE BLVD LOS ANGELES CA 90010 NONE PUBLIC CHARITY UNRESTRICTED 2500 SUNNYSIDE BAPTIST CHURCH 9317 S BUDLONG AVE LOS ANGELES CA 90044 NONE PUBLIC CHARITY UNRESTRICTED 75000 THE DIANE FOSSEY GORILLA FUND INTERNATIONAL 800 CHEROKEE AVE SE ATLANTA GA 303151470 NONE PUBLIC CHARITY UNRESTRICTED 2500 THE EPISCOPAL SCHOOL OF LOS ANGELES PO BOX 691404 LOS ANGELES CA 90069 NONE EDUCATIONAL INSTITUT UNRESTRICTED 5000 THE RAPE FOUNDATION 1223 WILSHIRE BLVD410 SANTA MONICA CA 90403 NONE PUBLIC CHARITY UNRESTRICTED 25000 THE WRITERS GUILD FOUNDATION 7000 W 3RD ST LOS ANGELES CA 90048 NONE PUBLIC CHARITY UNRESTRICTED 2500 UNIVERSITY OF SOUTHERN CALIFORNIA-SCHOOL OF CINEMATIC ART 900 W 34TH STREET LOS ANGELES CA 90089 NONE EDUCATIONAL INSTITUT UNRESTRICTED 500000 USC CENTER ON PHILANTHROPY AND PUBLIC POLICY 650 CHILDS WAY RGL 210 LOS ANGELES CA 90089 NONE EDUCATIONAL INSTITUT UNRESTRICTED 10000 WILSHIRE SPORTS ASSOCIATION 600 S MCCADDEN LOS ANGELES CA 90005 NONE PUBLIC CHARITY UNRESTRICTED 10000 1780425 0 14 632 900001 477 14 481950 14 1497 900001 127 76768 MANZANITA UBTI - ORDINARY 900001 0 604 484079 76768 561451 8 SALE OF SECURITIES PROVIDED THE FOUNDATION WITH LIQUIDITY AT THE TIME TO MAKE GRANTS TO OTHER SECTION 501(C)(3) ORGANIZATIONS 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN AND MARILYN WELLS C/O SINGER 6345 BALBOA BLVD 375 ENCINO CA 91316 2103664 X 1 LISTED SECURITIES 2103664 2023-12-01 CORPORATE BONDS 1021695 989114 EQUITY FUNDS & CORPORATE STOCKS 3794667 6510850 4345067 4095351 0 0 PARTNERSHIP INVESTMENTS AT COST 2095396 2100297 PY ADJUSTMENT PER AUDITED FINANCIALS 69436 ACCOUNTING 4697 0 0 DUES AND SUBCRIPTIONS 5065 0 0 INSURANCE 4194 0 0 LEGAL FEES 14070 0 0 OFFICE EXPENSES 19442 0 0 OTHER INCOME 1497 1497 1497 JOHN MARILYN WELLS C/O SINGER BURKE 6345 BALBOA BL375 ENCINO CA 91316 STATE TAXES 200 0 0 EXCISE TAX 26899 0 0 PAYROLL TAXES 7604 0 0 FOREIGN TAXES 5049 0 0