2024-11-13T02:31:51-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990PF 2023-01-01 954317077 THE CARUSO FAMILY FOUNDATION CARU 3239008195 101 THE GROVE DRIVE LOS ANGELES CA 90036 RICK CARUSO PRESIDENT 3239008195 2024-11-12 1 1 MATTHEW PETROSKI P00853132 3107455755 2024-11-12 2023 2024-10-15 13:58:12Z X 203982 X 4347606 1887 1887 -1319 1903497 1736566 4348174 1738453 0 0 0 20 10 10 29275 14638 14637 581 481 100 200 0 200 450 0 450 2351 0 2351 32877 15129 17748 4213817 4213817 4246694 15129 4231565 101480 1723324 5646 72723 72723 2833 2846 2846 455 455 49572 49572 127958 58051 125596 203982 0 0 X 0 0 0 0 58051 125596 58051 125596 58051 125596 58051 101480 0 159531 33935 125596 PUBLICLY TRADED SECURITIES D 2013-01-24 2023-12-21 1903497 166931 1736566 1736566 1736566 23954 0 23954 0 23954 19265 0 20000 0 39265 0 15311 15311 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 CARUSO.COM/FAMILY-FOUNDATION RICK CARUSO 3239008100 101 THE GROVE DRIVE LOS ANGELES CA 90036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICK J CARUSO 101 THE GROVE DRIVE LOS ANGELES CA 90036 PRESIDENT/TRUSTEE 0.00 0 0 0 CHRISTINA J CARUSO 101 THE GROVE DRIVE LOS ANGELES CA 90036 VICE PRESIDENT/TRUSTEE 0.00 0 0 0 MARC A CARUSO 101 THE GROVE DRIVE LOS ANGELES CA 90036 VICE PRESIDENT/TRUSTEE 0.00 0 0 0 TINA P CARUSO 101 THE GROVE DRIVE LOS ANGELES CA 90036 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 114408 61300 0 175708 0 0 175708 2636 173072 8654 8654 23954 23954 0 0 0 0 0 4231565 0 4231565 0 0 0 3317106 7385529 3888225 2091839 236737 16919436 4231565 0 0 4231565 0 0 0 0 21151001 0 0 0 0 0 4347606 0 16803395 6355029 3888225 2091839 236737 4231565 RICK J CARUSO RICK CARUSO 101 THE GROVE DRIVE LOS ANGELES CA 90036 3239008100 NONE NONE NONE A CHANCE FOR CHILDREN FOUNDATION PO BOX 514 MALIBU CA 90065 N/A PC CATERING FOR EVENT 48116 ALTAMED HEALTH SERVICES CORPORATION 2040 CAMFIELD AVE LOS ANGELES CA 90040 N/A PC SUMMER DREAMS FESTIVAL EVENT 5000 AMERICAN FRIENDS OF MAGEN DAVID ADORN 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 N/A PC GENERAL OPERATIONS 58282 AVAS HEART INC 9461 CHARLEVILLE BLVD 589 BEVERLY HILLS CA 90212 N/A PC GENERAL OPERATIONS 25000 BABY2BABY 5830 W JEFFERSON BLVD LOS ANGELES CA 90016 N/A PC MAUI WILDFIRE DONATION AND GENERAL DONATIONS 110000 BEYOND DIFFERENCES PO BOX 9070 SAN RAFAEL CA 94912 N/A PC GENERAL OPERATIONS 50000 CANCER SUPPORT COMMUNITY LOS ANGELES 1990 S BUNDY DR STE 100 LOS ANGELES CA 90025 N/A PC GENERAL OPERATIONS 1000 CATHOLIC EDUCATION FOUNDATION HOLY CROSS HALL 520 S EVANSVILLE IN 47714 N/A PC GENERAL OPERATIONS 142852 CHURCHES IN FOR ACTION PO BOX 17001 ANTHEM CA 92817 N/A PC CHAPLAIN'S BANQUET 10000 COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 N/A PC GENERAL OPERATIONS 10000 CORO SOUTHERN CALIFORNIA PO BOX 861591 LOS ANGELES CA 90086 N/A PC CORO CRYSTAL EAGLE AWARDS GALA 25000 COUNTY OF SANTA BARBARA 1100 ANACAPA ST SANTA BARBARA CA 93101 N/A GOV DEBRIS FLOW ANNIVERSARY CATERING 1178 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 N/A PC GENERAL OPERATIONS 25400 DOWNTOWN WOMEN'S CENTER 409 S MONROE ST AMARILLO TX 79101 N/A PC GALA SPONSORSHIP 10000 FRIENDS OF MARQUEZ PO BOX 1320 PACIFIC PALISADES CA 90272 N/A PC MARQUEZ CHARTER ELEMENTARY SCHOOL AUCTION 5000 FRIENDS OF UNITED HATZALAH INC 442 5TH AVE SUITE 1866 NEW YORK NY 10018 N/A PC DONATION FOR AMBUCAR 74621 GEORGE LOPEZ FOUNDATION 21731 VENTURA BLVD STE 300 WOODLAND HILLS CA 91364 N/A PC SPONSORSHIP OF GOLF CLASSIC AND PRE PARTY CELEBRATION 25000 HOAG HOSPITAL FOUNDATION 330 PLANCENTIA AVE SUITE 100 NEWPORT BEACH CA 92663 N/A PC GENERAL OPERATIONS 100000 KERING FOUNDATION IN THE AMERICAS INC 65 BLEECKER ST FL 2 NEW YORK NY 10012 N/A PC CARING FOR WOMEN EVENT 100000 LADMC FOUNDATION 1711 W TEMPLE ST SUITE 8135 LOS ANGELES CA 90026 N/A PC SPONSORSHIP FOR GALA 2500 LEARNING RIGHTS LAW CENTER 1625 W OLYMPIC BLVD SUITE 500 LOS ANGELES CA 90015 N/A PC GENERAL OPERATIONS 10000 LINCOLN HEIGHTS TUTORIAL PROGRAM 2618 WORKMAN ST 13 LOS ANGELES CA 90031 N/A PC HOLIDAY PARADE & FESTIVAL 1000 LITTLE ITALY OF LOS ANGELES ASSOCIATION 638 S BEACON ST RM 601 SAN PEDRO CA 90731 N/A PC 2023 ITALY RUN 5K SPONSORSHIP 1500 LOS ANGELES BOYS AND GIRLS CLUB 2635 PASADENA AVE LOS ANGELES CA 90031 N/A PC SPONSORSHIP OF DRIVING DREAMS EVENT 10000 LOS ANGELES FIRE DEPARTMENT FOUNDATION 1700 STADIUM WAY SUITE 100 LOS ANGELES CA 90012 N/A PC GENERAL OPERATIONS 22000 LOS ANGELES ITALIAN AMERICAN GOLF ASSOCIATION 1560 NEWBURY RD STE 1 PMB 194 NEWBURY PARK CA 91320 N/A PC GOLD SPONSORSHIP FOR BOYS & GIRLS CLUB 1000 LOYOLA HIGH SCHOOL OF LOS ANGELES 1901 VENICE BLVD LOS ANGELES CA 90006 N/A PC GENERAL OPERATIONS 250000 NATIONWIDE CHILDRENS HOSPITAL FOUNDATION 700 CHILDRENS DR COLUMBUS OH 43205 N/A PC BENEFIT RAISING AWARENESS FOR MENTAL HEALTH 1000 OPERATION PROGRESS STUDENT ASSISTANCE FOUNDATION 10221 COMPTON AVE SUITE 102 LOS ANGELES CA 90002 N/A PC GENERAL OPERATIONS 275000 OUR LADY OF GUADALUPE SCHOOL 4522 BROWNE AVE LOS ANGELES CA 90032 N/A PC SUPPORT COLOR RUN AND FIELD TRIP 2250 PARA LOS NINOS 5000 HOLLYWOOD BLVD LOS ANGELES CA 90027 N/A PC GENERAL OPERATIONS 256151 PARENTS OF WATTS WORKING WITH YOUTH AND ADULTS INC 10828 LOU DILLON AVE LOS ANGELES CA 90059 N/A PC GENERAL OPERATIONS 10000 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 N/A PC GENERAL OPERATIONS 2204845 SAINT BENEDICT'S ITALIAN CATHOLIC 967 N SCOTT STREET MONTEBELLO CA 90640 N/A PC SUPPORT SAINT JOSEPH'S TABLE EVENT 1000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 N/A PC GENERAL OPERATIONS 26122 SEARCH TO INVOLVE PILIPINO AMERICANS 3200 W TEMPLE ST SUITE 100 LOS ANGELES CA 90026 N/A PC GENERAL OPERATIONS 5000 SIMON WIESENTHAL CENTER INC 1399 ROXBURY DR FL 2 LOS ANGELES CA 90035 N/A PC GENERAL OPERATIONS 50000 ST LAWRENCE OF BRINDISI CHURCH 10044 COMPTON AVE LOS ANGELES CA 90002 N/A PC GENERAL OPERATIONS 106000 ST MONICA SCHOOLS 1039 7TH ST SANTA MONICA CA 90403 N/A PC GENERAL OPERATIONS 100000 STRIVE FOUNDATION 9124 MAIN ST LOS ANGELES CA 90003 N/A PC GENERAL OPERATIONS 25000 THE PEOPLE CONCERN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES CA 90018 N/A PC GENERAL OPERATIONS 12000 THE WATTS 2 BOSTON FOUNDATION PO BOX 934 WESTWOOD MA 02090 N/A PC SUNDAYS' EVENT 2500 USC ALUMNI ASSOCIATION 3607 TROUSDALE PARKWAY TCC 305 LOS ANGELES CA 90089 N/A PC SPONSORSHIP OF ANNUAL ALUMNI AWARDS 12500 4213817 0 14 1887 18 -1319 0 568 0 568 0 0 0 0 0 0 0 0 0 0 X X 1 RICK CARUSO 101 THE GROVE DRIVE LOS ANGELES CA 90036 155000 X 2 USA AFFILIATED HOLDINGS LLC 101 THE GROVE DRIVE LOS ANGELES CA 90036 1904826 X 3 COMMONS AT CALABASAS INVESTMENT CO LLC 101 THE GROVE DRIVE LOS ANGELES CA 90036 2012780 X 4 CENTURY AFFILIATED HOLDINGS LLC 101 THE GROVE DRIVE LOS ANGELES CA 90036 275000 X 2 PUBLICLY TRADED SECURITIES 1904826 2023-12-31 3 PUBLICLY TRADED SECURITIES 2012780 2023-12-31 ACCOUNTING FEES 29275 14638 14637 SEE GENERAL EXPLANATION STATEMENT 10 990-PF, PART XII, LINE 7 ELECTION UNDER REGS. SECTION 53.4942(A)-3(C)(2)(IV) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUSPURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2)(IV), THE TAXPAYER HEREBY ELECTS TO TREAT AS CURRENT DISTRIBUTION OUT OF CORPUS AMOUNTS DISTRIBUTED IN PRIOR YEARS WHICH WERE TREATED AS A DISTRIBUTION OUT OF CORPUS. THE AMOUNTS ARE $3,317,106 FROM 2018 AND $1,030,500 FROM 2019 FOR A CUMULATIVE AMOUNT OF $4,347,606. THESE AMOUNTS HAVE NOT BEEN AVAILED OF FOR ANY OTHER PURPOSE, AND SUCH CORPUS DISTRIBUTIONS OCCURRED WITHIN THE PRECEDING 5 YEARS, AND SUCH AMOUNT WILL NOT BE AVAILED OF FOR ANY OTHER PURPOSE. THE TAXPAYER MADE QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN THE AMOUNT OF $4,347,606 WHICH IS THE AMOUNT REPORTED ON PART XII, LINE 7 AND THE TAXPAYER HAS NO UNDISTRIBUTED INCOME UNDER INTERNAL REVENUE CODE SECTION 4942(A). AS SUCH, THE TAXPAYER MEETS THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H) IN THAT (A) THE TAXPAYER HAD NO REMAINING UNDISTRIBUTED INCOME FROM ANY PRIOR TAX YEAR; (B) THE TAXPAYER DISTRIBUTED ALL OF IT DISTRIBUTABLE AMOUNT FOR TAX YEAR 2023; AND (C) THE TAXPAYER MADE AN ELECTION FOR QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN AN AMOUNT EQUAL TO 100 PERCENT OF ALL CONTRIBUTIONS RECEIVED BY THE TAXPAYER DURING TAX YEAR 2023. ADOBE SYSTEMS INC 1588 2983 ALPHABET INC CAP STK CL A 3362 8242 AMAZON.COM INC 1432 6989 APPLE INC 2449 29047 BERKSHIRE HATHAWAY INC 2658 4637 CISCO SYSTEMS INC 1590 3269 COSTCO WHOLESALE CORP 2018 8655 DISNEY WALT CO 3463 3228 META PLATFORMS INC 1964 5309 HOME DEPOT INC 915 3925 JOHNSON & JOHNSON 2779 3350 JPMORGAN CHASE & CO 912 2367 MICROSOFT CORP 2402 9865 MORGAN STANLEY COM 2415 5672 NIKE INC 1155 2380 PAYPAL HOLDINGS INC 3383 2027 PEPSICO INC 1565 2178 ROPER TECHNOLOGIES INC 1737 3420 SALESFORCE.COM 3651 6842 SCHWAB CHARLES CORP 1195 1831 STRYKER CORP 2153 3776 THERMO FISHER SCIENTIFIC INC 1445 2729 VISA INC 3341 5237 LEGAL FEES 20 10 10 EXCESS FMV OF DISTRIBUTED SECURITIES 33935 MISC. EXPENSES 2351 0 2351 INVESTMENT MANAGEMENT 381 381 0 CONSULTING FEES 200 100 100 CA RRF-1 FEE 200 0 200