2025-11-17T17:55:00-06:00 2023-12-31 952793752 Poole Foster & Dul an Accountancy Corp 12241 Newport Ave Ste 100 North Tustin CA 92705 990PF 2023-01-01 330142851 Edgar E & Elizabeth S Pankey Foundation EDGA 7145581921 12241 Newport Ave STE 100 North Tustin CA 92705 Cynthia Foster President 7145581921 2025-11-17 1 0 Cynthia M Foster P00428574 7145581921 2025-11-14 2023 2025-03-06 01:10:19Z X X 10471570 X X 1365 1365 237996 237996 -81522 4222056 0 157839 239361 0 0 0 330 0 330 6212 6000 212 70 0 70 24415 24415 0 31027 30415 612 1800000 1800000 1831027 30415 1800612 -1673188 208946 67886 61273 61273 17640 17640 0 9667448 10392657 67886 9746361 10471570 31763 10034252 31763 10034252 X 0 0 0 0 36123 -287891 36123 -287891 67886 9746361 36123 -1673188 1349174 -287891 0 -287891 310 shs Bristol Myers Squibb 2023-04-03 2023-04-18 21698 17772 3926 3926 600 shs Constellation Brands 2023-04-03 2023-04-18 135473 129054 6419 6419 14977 shs Calavo Growers 2023-04-03 2023-04-19 441748 579310 -137562 -137562 6090.678 shs T. Rowe Price 2023-05-08 2023-08-01 424557 401000 23557 23557 United States Treasury Notes 2023-04-14 2023-05-31 1800000 1790442 9558 9558 11239.862 shs Vanguard Div Growth Investor 2023-05-08 2023-08-01 409669 401000 8669 8669 5092.208 shs Baron Discovery 2023-05-08 2023-11-15 126976 125000 1976 1976 5000 shs Vanguard Equity Income 2023-04-14 2023-11-15 417376 419500 -2124 -2124 5310.351 shs Vanguard Equity Income 2023-05-08 2023-12-22 444559 440500 4059 4059 -81522 2904 0 2904 0 2904 0 0 4375 0 2566 168 506 0 0 0 0 0 0 0 0 1 1 0 0 1 CA 1 0 0 0 0 1 N/A Poole Foster & Dul 7145581921 12241 Newport Ave Ste 100 North Tustin CA 92705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cynthia M Foster 12241 Newport Avenue STE 100 North Tustin CA 92705 President 10.00 0 0 0 Bruce J Gary 12241 Newport Avenue STE 100 North Tustin CA 92705 Secretary 10.00 0 0 0 James H Pankey PO Box 200 Shandon CA 93461 Director 2.00 0 0 0 Peter S Pankey 3501 Mall View Rd 115-395 Bakersfield CA 93306 Vice-President, Treasurer 2.00 0 0 0 Roberta P Sweet 121 N Post Oak Lane 1302 Houston TX 77024 Director 2.00 0 0 0 David A Poole 3012 Bear Valley Pkwy 206 Escondido CA 92025 Director 1.00 0 0 0 NONE 0 NONE 0 0 8610369 214194 0 8824563 0 0 8824563 132368 8692195 434610 434610 2904 283117 286021 148589 0 148589 0 148589 1800612 0 1800612 148589 0 0 30000 30000 1800612 0 0 0 148589 1652023 0 0 1682023 0 0 0 0 0 0 0 1682023 30000 1652023 Cynthia Foster 12241 Newport Avenue Suite 100 North Tustin CA 92705 7145581921 Letter of request No submission deadline Exempt organizations exclusively for charitable, religious, scientific, literary or educational purposes American Council on Science and Health PO Box 1791 New York NY 10156 General 120000 Boy Scouts Las Padres Council 4000 Modoc Rd Santa Barbara CA 93310 General 40000 Boy Scouts Orange County Council 2 Irvine Park Road Orange CA 92869 General 30000 Boys and Girls Club of Tustin 580 W Sixth St Tustin CA 92780 General 15000 California Policy Center 18002 Irivine Blvd Ste 108 Tustin CA 92780 General 70000 Canine Companions PO Box 446 Santa Rosa CA 954020446 General 50000 Cato PO Box 97128 Washington DC 200777449 General 50000 Texas Hearing Institute 3100 Shenandoah St Houston TX 77027 General 10000 Chapman University One University Drive Orange CA 92866 General 15000 Charity Navigatororg 299 Market Ste 250 Saddlebrook NJ 07663 General 1000 Clare Boothe Luce Policy Institute 112 Elden Street Suite P Herndon VA 20170 General 80000 Consumer Reports 101 Truman Avenue Yonkers NY 10703 General 5000 Dell Children's Foundation 4900 Mueller Blvd Austin TX 78723 General 10000 Faith in Practice 7500 Beechnut Street Ste 208 Houston TX 77074 General 10000 Foundation for Economic Education 1776 Peachtree St NW ste 7105 Atlanta GA 303092311 General 20000 Heartland Institute 39339 N Wilke Rd Arlington Heights IL 60004 General 50000 Heritage Foundation 214 Massachusetts Avenue NE Washington DC 20002 General 10000 Hillsdale College 33 East College Street Hillsdale MI 49242 General 140000 Houston Christian High School 2700 W Sam Houston Parkway N Houston TX 77043 General 200000 Institute for Justice 901 N Glebe Rd Ste 900 Arlington VA 22203 General 100000 K9s for Warriors 114 Camp K9 Road Ponte Vedra FL 32081 General 50000 Leadership Institute 1101 North Highland Street Arlington VA 22201 General 40000 Mountain States Legal Foundation 2596 Lewis Way Lakewood CO 80227 General 20000 National Right to Work Legal Defense Foundation 8001 Braddock Road Springfield VA 22160 General 100000 New Life K9s PO Box 4412 San Luis Obispo CA 93403 General 50000 Olive Crest 2130 E Fourth st Suite 200 Santa Ana CA 92705 General 20000 Pacific Legal Foundation 555 Capitol Mall Suite 1290 Sacramento CA 95814 General 110000 Patriot Paws Service Dogs 254 Ranch Trail Rockwall TX 75032 General 50000 Cottey College 1000 W Austin Nevada MO 64772 General 10000 Reason Foundation 5737 Mesmer Ave Los Angeles CA 902309873 General 120000 Salvation Army USA PO Box 3007 Santa Ana CA 927030007 General 10000 San Luis Obispo County Agricultural Education Commitee PO Box 1916 Templeton CA 93465 General 25000 Trinity Lutheran School 940 Creston Road Paso Robles CA 93446 General 39000 Tustin Area Council for Fine Arts PO Box 145 Tustin CA 92781 General 10000 Tustin Area Historical Society 395 El Camino Real Tustin CA 92780 General 10000 Tustin Community Preschool 225 W Main Street Tustin CA 92780 General 10000 World Affairs Concil of Orange County 2102 Business Center Drive Irvine CA 92612 General 10000 Wounded Warrior Project PO Box 758541 Topeka KS 666758541 General 10000 Young America's Foundation 11480 Commerce Park Drive Sixth Floor Reston VA 20191 General 50000 Freedoms Foundation PO Box 67 Valley Forge PA 19481 General 30000 1800000 0 14 1365 14 237996 18 -81522 0 157839 0 157839 0 0 0 0 0 0 0 0 0 0 Accounting 6212 6000 212 AMENDED RETURN EXPLANATION PAGE 1 OF FORM 990-PF The return as originally filed erroneously excluded the K-1 from the Edgar & Elizabeth Pankey Trust. Dividend and interest income from investments was understated by $34,473.00. Distributions were erroenously recorded as contributions received which overstated contributions by $11,386,136 Ordinary business and ordinary rental income included on this K-1 has been filed on Form 990-T. Charles Schwab 9667448 10392657 Legal 330 0 330 Management fees 24415 24415 0 UBTI 1349174 Funds Held For Trust - Non Vested Interest 31763 10034252 Department of Justice 50 0 50 CA Secretary of State 20 0 20