2024-11-15T18:42:07-06:00 2023-12-31 953276792 IB MANAGEMENT INC 11150 W OLYMPIC BLVD STE 860 LOS ANGELES CA 90064 990PF 2023-01-01 330078919 UEBERROTH FAMILY FOUNDATION UEBE 3104737317 11150 W OLYMPIC BLVD SUITE 860 LOS ANGELES CA 900641839 VICKI BOOTH PRESIDENT 3104737317 2024-11-15 0 ISAAC BARANOWICZ P00587679 3104737317 2023 2024-10-15 13:58:12Z X 53405944 X 1000000 1042381 1042381 1042381 1089957 1932979 1089957 125776 125776 125776 3258114 2258114 1168157 195000 0 0 0 9700 9700 9700 0 62935 0 62935 0 1613 0 1613 0 494210 475050 494210 0 763458 484750 568458 0 2783225 2783225 3546683 484750 568458 2783225 -288569 1773364 599699 1 1 1 2275196 1694294 1694294 755377 376828 1233700 34727368 35391947 50477949 37757942 37463070 53405944 6735 1704 6735 1704 X 0 0 0 0 37751207 37461366 37751207 37461366 37757942 37463070 37751207 -288569 0 37462638 1272 37461366 THROUGH PARTNERSHIPS P 2022-01-01 2023-12-31 381746 381746 381746 CHARLES SCHWAB INVESTMENTS P 2022-01-01 2023-12-31 1388538 689492 699046 699046 SCHWAB PARAMETRIC INVESTMENTS P 2022-01-01 2023-12-31 162695 153530 9165 9165 1089957 0 24650 0 24650 0 24650 53268 0 0 0 53268 0 28618 28618 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 WWW.UEBERROTH.ORG ISAAC BARANOWICZ CPA 3104737317 11150 W OLYMPIC BLVD SUITE 860 LOS ANGELES CA 90064 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VIRGINIA UEBERRROTH PO BOX 37 CORONA DEL MAR CA 92625 CHAIRMAN 3.00 0 0 0 VICKI BOOTH PO BOX 37 CORONA DEL MAR CA 92625 PRESIDENT 40.00 195000 0 0 KERI UEBERROTH PO BOX 37 CORONA DEL MAR CA 92625 DIRECTOR 1.00 0 0 0 HEIDI UEBERROTH PO BOX 37 CORONA DEL MAR CA 92625 DIRECTOR 1.00 0 0 0 PETER UEBERROTH PO BOX 37 CORONA DEL MAR CA 92625 DIRECTOR 1.00 0 0 0 PAUL HEESCHEN PO BOX 37 CORONA DEL MAR CA 92625 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 49802173 1263440 0 51065613 0 0 51065613 765984 50299629 2514981 2514981 24650 24650 2490331 0 2490331 0 2490331 2783225 0 2783225 2490331 0 0 585244 1040797 322712 361066 408059 2717878 2783225 0 0 0 2490331 292894 0 0 3010772 0 0 0 0 0 0 585244 2425528 1040797 322712 361066 408059 292894 VIRGINIA UEBERRROTH VICKI BOOTH PO BOX 37 CORONA DEL MAR CA 92625 9497209646 STANDARD SOLICITATION FORMS NONE NONE ALS TDIAUGIE'S QUEST 300 TECHNOLOGY SQUARE STE 400 CAMBRIDGE MA 021393515 NONE FOUNDATION GOAL 20000 ALZHEIMERS ORANGE COUNTY 17771 COWAN SUITE 200 IRVINE CA 92614 NONE FOUNDATION GOAL 25000 BEYOND BLINDNESS 18542-B VANERLIP AVE SANTA ANA CA 92705 NONE FOUNDATION GOAL 25000 BIG BROTHERS BIG SISTERS OF OC 1801 E EDINGER AVE SUITE 101 SANTA ANA CA 92705 NONE FOUNDATION GOAL 75000 ANAHEIM EDUCATION FOUNDATION 1001 S EAST ST ANAHEIM CA 92805 NONE FOUNDATION GOAL 50000 BOYS & GIRLS CLUB OF LAGUNA BEACH 1085 LAGUNA CANYON RD LAGUNA BEACH CA 92651 NONE FOUNDATION GOAL 10000 BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST 17701 COWAN SUITE 110 IRVINE CA 92614 NONE FOUNDATION GOAL 100000 BOYS HOPEGIRLS HOPE 1041 W 18TH ST SUITE 101A COSTA MESA CA 92627 NONE FOUNDATION GOAL 25000 BRACKENS KITCHEN 13941 NAUTILUS DRIVE GARDEN GROVE CA 92843 NONE FOUNDATION GOAL 50000 CASA 1505 E 17TH ST 214 SANTA ANA CA 92705 NONE FOUNDATION GOAL 50000 CASA TERESA PO BOX 429 ORANGE CA 92856 NONE FOUNDATION GOAL 50000 CASA YOUTH SHELTER PO BOX 216 LOS ALAMITOS CA 90720 NONE FOUNDATION GOAL 25000 CATERINA'S CLUB 341 E CENTER ST ANAHEIM CA 92805 NONE FOUNDATION GOAL 20000 CANCER RESEARCH INSTITUTE 29 BROADWAY FL 4 NEW YORK NY 10006 NONE FOUNDATION GOAL 25000 CHILD CREATIVITY LAB 1901 CARNEGIE AVE 1A SANTA ANA CA 92705 NONE FOUNDATION GOAL 15000 CHOC CHILDREN'S FOUNDATION 1201 WEST LA VETA AVE ORANGE CA 92868 NONE FOUNDATION GOAL 50000 CHOCPROVIDENCE SPEECH & HEARING 1201 WEST LA VETA AVE ORANGE CA 92868 NONE FOUNDATION GOAL 25000 CIELO 16787 BEACH BLVD STE 233 HUNTINGTON BEACH CA 92647 NONE FOUNDATION GOAL 55000 COUNCIL ON AGING 2 EXECUTIVE CIRCLE STE 175 IRVINE CA 92614 NONE FOUNDATION GOAL 25000 CANARY FOUNDATION 3155 PORTER DR PALO ALTO CA 94304 NONE FOUNDATION GOAL 10000 JAMES B LEE SCHOLARSHIP FUND PO BOX 1366 SOUTHAMPTON NY 11969 NONE FOUNDATION GOAL 2000 EL SOL ACADEMDY 1010 N BROADWAY ST SANTA ANA CA 92701 NONE FOUNDATION GOAL 100000 FAMILIES FORWARD 9221 IRVINE BLVD IRVINE CA 92618 NONE FOUNDATION GOAL 75000 PLANNED PARENTHOOD 801 E KATELLA AVE ANAHEIM CA 92805 NONE FOUNDATION GOAL 50000 GIRLS INC 1801 EDINGER AVE STE 255A SANTA ANA CA 92705 NONE FOUNDATION GOAL 100000 GOODWILL INDUSTRIES OF OC 410 N FAIRVIEW SANTA ANA CA 92703 NONE FOUNDATION GOAL 75000 HEALTHY SMILES 10602 CHAPMAN AVE STE 200 GARDEN GROVE CA 92840 NONE FOUNDATION GOAL 25000 SANDY HOOK PROMISE 13 CHURCH HILL RD NEWTOWN CT 06470 NONE FOUNDATION GOAL 35000 HOAG HOSPITAL FOUNDATION PO BOX 6100 NEWPORT BEACH CA 926586100 NONE FOUNDATION GOAL 50225 HOPE BUILDERS 801 NORTH BROADWAY SANTA ANA CA 92701 NONE FOUNDATION GOAL 100000 HSE ACADEMY 151 INNOVATION DR IRVINE CA 92617 NONE FOUNDATION GOAL 15000 HUMAN OPTIONS PO BOX 53745 IRVINE CA 92619 NONE FOUNDATION GOAL 75000 LESTONNAC FREE CLINIC 1215 E CHAPMAN AVE ORANGE CA 92866 NONE FOUNDATION GOAL 25000 JAMES C FERRER EDUCATION FUND 200 TUCKAHOE RD SOUTHAMPTON NY 11968 NONE FOUNDATION GOAL 1000 KIDWORKS 1902 W CHESTNUT AVE SANTA ANA CA 92703 NONE FOUNDATION GOAL 110000 LAGUNA BEACH COMMUNITY CLINIC 362 3RD ST LAGUNA BEACH CA 92651 NONE FOUNDATION GOAL 80000 LAGUNA CANYON FOUNDATION PO BOX 4895 LAGUNA BEACH CA 92652 NONE FOUNDATION GOAL 15000 LAGUNA FOOD PANTRY 20652 LAGUNA CANYON ROAD LAGUNA BEACH CA 92651 NONE FOUNDATION GOAL 30000 LAGUNA PLAYHOUSE 606 LAGUNA CANYON RD LAGUNA BEACH CA 92652 NONE FOUNDATION GOAL 10000 LAURA'S HOUSE 999 CORPORATE DR 225 LADERA RANCH CA 92694 NONE FOUNDATION GOAL 50000 LEAP LEARNING CENTER 1221 WASS ST TUSTIN CA 92780 NONE FOUNDATION GOAL 15000 MOMS 1128 W SANTA ANA BLVD SANTA ANA CA 92703 NONE FOUNDATION GOAL 75000 PADRES UNIDOS PO BOX 1258 SANTA ANA CA 92702 NONE FOUNDATION GOAL 20000 MICHAEL J FOX FOUNDATION 162 WEST 56TH ST 405 NEW YORK NY 10019 NONE FOUNDATION GOAL 100000 MIRACLES FOR KIDS 3002 DOW AVE SUITE 126 TUSTIN CA 92780 NONE FOUNDATION GOAL 65000 PRETEND CITY 29 HUBBLE IRVINE CA 92618 NONE FOUNDATION GOAL 15000 NEW VISTA SCHOOL 23092 MILL CREEK DR LAGUNA HILLS CA 92653 NONE FOUNDATION GOAL 35000 OCCHC 501 N GOLDEN CIRCLE SUITE 200 SANTA ANA CA 92705 NONE FOUNDATION GOAL 25000 ONE MIND PO BOX 680 RUTHERFORD CA 94573 NONE FOUNDATION GOAL 15000 UNLIMITED POSSIBILITIES 1251 E DYER RD STE 150 SANTA ANA CA 92705 NONE FOUNDATION GOAL 10000 ORANGEWOOD CHILDRENS FOUNDATION 1575 E 17TH ST SANTA ANA CA 92705 NONE FOUNDATION GOAL 115000 PROJECT HOPE ALLIANCE 345 E ORANGE GROVE AVE ORANGE CA 92865 NONE FOUNDATION GOAL 75000 LGBTQ CENTER OF OC 1605 N SPURGEON ST SANTA ANA CA 92705 NONE FOUNDATION GOAL 5000 SALLY'S FUND PO BOX 1626 LAGUNA BEACH CA 92652 NONE FOUNDATION GOAL 25000 SECOND HARVEST FOOD BANK OF OC 8014 MARINE WAY IRVINE CA 92618 NONE FOUNDATION GOAL 100000 SHEA CENTER 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 NONE FOUNDATION GOAL 75000 SOUTH COUNTY OUTREACH 7 WHATNEY SUITE B IRVINE CA 92618 NONE FOUNDATION GOAL 25000 SPIRIT LEAGUE PO BOX 3766 MISSION VIEJO CA 92690 NONE FOUNDATION GOAL 10000 THE WOODEN FLOOR 1810 NORTH MAIN ST SANTA ANA CA 92706 NONE FOUNDATION GOAL 100000 THINK TOGETHER 2100 E 4TH ST STE 200 SANTA ANA CA 92705 NONE FOUNDATION GOAL 50000 TIYVA 505 N TUSTIN AVE SUITE 280 SANTA ANA CA 92705 NONE FOUNDATION GOAL 50000 UCI MIND 100 THEORY STE 250 IRVINE CA 92617 NONE FOUNDATION GOAL 25000 2783225 0 14 1042381 14 125776 18 1089957 0 2258114 0 2258114 0 0 0 0 0 0 0 0 0 0 X X 1 UEBERROTH FAMILY TRUST 668 N COAST HWY 250 LAGUNA BEACH CA 92651 1000000 X ACCOUNTING FEES 9700 9700 9700 0 CORPORATE STOCKS 376828 1233700 OTHER INVESTMENTS AT COST 20803051 34973258 OTHER PUBLICLY TRADED SECURITIES AT COST 14588896 15504691 NONDEDUCTIBLE PARTNERSHIP EXPENSES 1272 BROKERAGE ACCOUNT FEES 185285 185285 185285 0 CONSULTING 10862 0 10862 0 OFFICE EXPENSES 5515 0 5515 0 PARTNERSHIP PORTFOLIO EXP 220115 220115 220115 0 PAYROLL PROCESSING 1283 0 1283 0 TAXES PAID ON INVESTMENTS 63922 63922 63922 0 PROFESSIONAL MEMBERSHIPS 1500 0 1500 0 MISC. INVESTMENT EXPENSES 5728 5728 5728 0 PARTNERSHIP - RENTAL INCOME 28881 28881 28881 PARTNERSHIP - OTHER INCOME 52995 52995 52995 PARTNERSHIP - ORDINARY INCOME 43900 43900 43900 CREDIT CARD DEBT 6735 1704 UEBERROTH FAMILY TRUST 668 N COAST HWY 250 LAGUNA BEACH CA 92651 PAYROLL TAXES 12935 0 12935 0 FEDERAL TAXES 50000 0 50000 0