2024-11-15T10:52:24-08:00 2023-12-31 843213536 Esther K Huang CPA 99 Pasadena Ave Ste 10A South Pasadena CA 91030 990PF 2023-01-01 200661236 NAUHEIMSTRAUS CHARITABLE FOUNDATION INC NAUH 7147386112 PO BOX 843 LA HABRA CA 90633 JOHN J BARCAL President 2024-11-14 true true Esther Huang P02159575 6262007214 X 2023 2024-10-15 13:58:12Z X 5626518 X 8000 47276 47276 47276 66029 66029 66029 7551 338664 7551 128856 120856 113305 70110 4714 65396 48960 48960 12703 12703 7716 1783 5933 39751 2254 37497 179240 21454 157786 96315 96315 275555 21454 254101 -146699 99402 113305 1130208 355064 355064 847178 1470846 1336867 1252054 1256832 3895227 56423 56423 39360 5674 5674 3318 2000 2000 3291181 3141165 5626518 0 X 3291181 3141165 3291181 3141165 3291181 3141165 3291181 -146699 3144482 3317 3141165 FHR 2426 GJ D 2023-01-01 2023-12-31 1551 1551 FHR 3391 Z D 2023-01-01 2023-12-31 18224 19576 -1352 -1352 FNMA POOL AL3019 P 2023-01-01 2023-12-31 1364 1487 -123 -123 FNMA 93 82-H D 2023-01-01 2023-12-31 25 25 GNMA POOL MA3524 P 2023-01-01 2023-12-31 4080 4546 -466 -466 GNMA POOL MA3739 P 2023-01-01 2023-12-31 3442 3833 -391 -391 GNMA POOL MA4966 P 2023-01-01 2023-12-31 6313 6986 -673 -673 GNMA POOL MA5335 P 2023-01-01 2023-12-31 10590 11847 -1257 -1257 GNR 2004-18 P 2023-01-01 2023-12-31 1498 1624 -126 -126 GNR 2008-33 P 2023-01-01 2023-12-31 3329 3376 -47 -47 FHR 3391Z D 2023-01-01 2023-12-31 4995 4995 4995 FNR 2006-16HZ D 2023-01-01 2023-12-31 4149 4149 4149 US TREASURY NOTE P 2023-01-12 2023-05-01 250000 250000 UBS - CAP GAIN DISTRIBUTION P 2023-01-01 2023-12-31 4182 4182 4182 FNMA POOL AH0969 P 2023-01-01 2023-12-31 14822 15097 -275 -275 FNR 2006-16HZ D 2023-01-01 2023-12-31 10100 11165 -1065 -1065 7551 1382 1382 1382 177 700 877 X 67 572 0 false false false false false false false true true CA DE true true true false false true N/A JOHN J BARCAL 7147385821 P O BOX 843 LA HABRA CA 906330843 false false false false true false false false false false false false false false false true false false false false false false false JOHN J BARCAL PO BOX 843 LA HABRA CA 906330843 President 12.00 37710 JOHN J BARCAL PO BOX 843 LA HABRA CA 906330843 Director 4.00 10800 RONALD REZEK PO BOX 843 LA HABRA CA 906330843 Director 4.00 10800 THOMAS J LORR PO BOX 843 LA HABRA CA 906330843 Director 4.00 10800 NONE NONE ONLINE WORKSHOP FOR COLLEGE STUDENTS - READING WRITING FOR COLLEGE $26,713ONLINE WORKSHOP FOR COLLEGE STUDENTS - READING WRITING FOR COLLEGE $28,213 54926 ETIQUETTE WORKSHOP - APRIL 2023, FULLERTON CA $27,333ETIQUETTE WORKSHOP - FALL 2023, FULLERTON CA $25,963ETIQUETTE WORKSHOP - APRIL 2023, HACIENDA HEIGHTS CA $31,633ETIQUETTE WORKSHOP - FALL 2023, HACIENDA HEIGHTS CA $26,548 111477 SCHOLARSHIPS $85,815 87815 4753686 571570 0 5325256 0 5325256 79879 5245377 262269 X 254101 254101 2004-03-09 X 113305 80185 105108 107780 406378 96309 68157 89342 91613 345421 254101 277554 253266 249530 1034451 254101 277554 253266 249530 1034451 174846 168054 165197 162854 670951 NAUHEIMSTRAUS CHARITABLE FOUNDATION PO BOX 843 LA HABRA CA 906330863 7147385821 SEE ATTACHMENT SEE ATTACHMENT SEE ATTACHMENT JACQUELINE Q ALLEN - UC DAVIS ONE SHIELDS AVE DAVIS CA 95616 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 MATTHEW ALLEN - UC DAVIS ONE SHIELDS AVE DAVIS CA 95616 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 ALEJANDRO AMBRIZ - CSU SAN MARCOS 333 S TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 3000 CAROLYN L BAKER - USC 700 CHILDS WAY JHH 325 LOS ANGELES CA 90089 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 AILINE BECERRA - CSU SAN MARCOS 355 S TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 3500 ADALYNE B BELLOWS - MARINERS CHRIST 300 FISCHER AVENUE COSTA MESA CA 92626 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 DOMINIC BENEDETTO - ST MARK'S LUTHE 2323 LAS LOMITAS DR HACIENDA HEIGHTS CA 91745 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 8615 SONNY S BHATIA - SERVITE HIGH SCHOO 1952 W LA PALMA AVE ANAHEIM CA 92801 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1000 CHISTINE BIRTJA - CAPELLA UNIVERSIT 225 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 ISABELLA BORZONI - SONOMA ST UNIVER 1801 EAST COTATI AVE ROHNERT PARK CA 94928 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 MANAS S BRAHMBHATT - THE WEBB SCHOO 1175 W BASELINE RD CLAREMONT CA 91711 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 750 PAL S BRAHMBHATT - ST MARK'S LUTHER 2323 LAS LOMITAS DR HACEIENDA HEIGHTS CA 91745 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 750 RHEIS CHANG - USC 700 CHILDS WAY JHH 325 LOS ANGELES CA 90089 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 RUSSEL J CHANG - UCI 102 ALDRICH HALL IRVINE CA 92697 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 JACOB CHO - FAIRMONT PREP ACADEMY PO BOX 54228 LOS ANGELES CA 90054 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1100 MARCUS CHO - FAIRMONT PRIVATE SCHOO PO BOX 54228 LOS ANGELES CA 90054 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1100 AMANDA N ESTERSON - UC DAVIS ONE SHIELDS AVE DAVIS CA 95616 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 JENNA P GOLDSMITH - USC 700 CHILDS WAY JHH 325 LOS ANGELES CA 90089 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 ANGELA J RODRIGUEZ - NOTRE DAME HS 13645 RIVERSIDE DR SHERMAN OAKS CA 91423 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 CORINNE J RODRIGUEZ - NOTRE DAME HS 13645 RIVERSIDE DR SHERMAN OAKS CA 91423 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 HADLEY W JOHNSON - U OF MINNESOTA 420 DELAWARE ST SE MINNEAPOLIS MN 55455 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 4000 LEAH M JOHNSON - U OF WASHINGTON PO BOX 24967 SEATTLE WA 98124 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 ANDIE N KALINOWSKI - USC 700 CHILDS WAY JHH 325 LOS ANGELES CA 90089 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2500 LOGAN KAZARIAN - UNIVERSITY OF OREG 1278 UNIVERSITY OF OREGON EUGENE OR 97403 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 MOLLY R KELLER - THE OVERLAKE SCHOO 20301 NE 108TH ST REDMOND WA 98053 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2500 ALLISON LIPSCHITZ - WESTERN UNIVERS 309 E SECOND STREET POMONA CA 91766 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 4000 CARLY T LIPSCHITZ - UCLA 1125 MURPHY HALL BOX 957089 LOS ANGELES CA 90095 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 AUTUMN LY - ST MARK'S LUTHERAN SCHO 2323 LAS LOMITAS DR HACIENDA HEIGHTS CA 91745 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1000 ESPERANZA MAGANA - UCLA 1125 MURPHY HALL BOX 957089 LOS ANGELES CA 90095 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 6000 AMORETTE MARCUS - EMORY UNVIERSITY 200 DOWMAN DR STE 300 ATLANTA GA 30322 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 NICHOLAS J NEAL - USC 700 CHILDS WAY JHH 325 LOS ANGELES CA 90089 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 THERESA PERRY - CSU FULLERTON CASHIERS PO BOX 6808 FULLERTON CA 92834 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 NICOLE RAMIREZ - PACIFIC COLLEGE 3160 RED HILL AVE COSTA MESA CA 92626 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 KIANA REED - UCI 102 ALDRICH HALL IRVINE CA 92697 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 ROMAN GIOVANNI - STANBRIDGE UNIVERS 2041 BUSINESS CENTER DR STE 107 IRVINE CA 92612 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 KAILEE SIN - WESTERN WASHINGTON UNI 516 HIGH STREET BELLINGHAM WA 98225 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 JEFFREY R WILLIAMS - AMERICAN MILIT 111 WEST CONGRESS ST CHARLES TOWN WV 25414 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 ADEN ZAIDI - HIGH POINT ACADEMY 1720 KINNELOA CANYON ROAD PASADENA CA 91107 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 MEGAN ZAMILPA - USC 700 CHILDS WAY JHH 325 LOS ANGELES CA 90089 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 JUSTIN D SHAPIRO - UCLA 1125 MURPHY HALL BOX 957089 LOS ANGELES CA 90095 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 2000 ADELIA OBERLIN - THE PRENTICE SCHOO 18341 LASSEN DR NORTH TUSTIN CA 92705 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1000 GAGE OBERLIN - THE PRENTICE SCHOOL 18341 LASSEN DR NORTH TUSTIN CA 92705 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1000 CARTER OBERLIN - THE PRENTICE SCHOO 18341 LASSEN DR NORTH TUSTIN CA 92705 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1000 SAMUEL CHAPMEN - UCLA PO BOX 24901 LOS ANGELES CA 90024 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 GIACOMO AMMAZZALORSO - LOYOLA HS 1901 VENICE BLVD LOS ANGELES CA 90006 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1000 MATEO TORRES - ST JAMES SCHOOL 4625 GARNET ST TORRANCE CA 90503 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1000 LORENZO TORRES - ST JAMES SCHOOL 4625 GARNET ST TORRANCE CA 90503 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1000 KAITLYN ROMAN - GRAND CANYON UNIV 3300 W CAMELBACK RD PHOENIX AZ 85017 NONE NC SCHOLARSHP - EDUCATIONAL COSTS 1500 96315 14 47276 14 66029 18 7551 120856 120856 false false false false false false false false false false X X 1 STEPHEN AND MARY BIRCH FOUNDATION 103 FOULK ROAD SUITE 200 WILMINGTON DE 19803 8000 X 12703 12703 0 0 CORTS TRUST FOR BELLSOUT PFD STK 50817 35424 CORTS TRUST FOR BELLSOUT ORIGINAL 5606 3936 AFFILIATED MANAGERS CORP 62716 75710 ALTRIA GROUP INC 54513 80680 ANNALY CAPITAL MGMT INC 35595 11138 ACCENTURE PLC 12379 70182 APPLE INC 7023 539084 AUTOMATIC DATA PROC 32246 186376 BERKSHIRE HATHAWAY INC 36242 178330 BOEING COMPANY 42270 260660 BROWN FORMAN CORP 32828 133728 CIGNA CORP 44269 72766 CISCO SYSTEMS INC 23150 50520 COCA COLA COM 42233 70716 FREEPORT MCMORAN INC 60545 51084 HUGOTON ROYALTY 29089 570 INTL BUSINESS MACHINES 63518 114485 JOHNSON & JOHNSON 46987 109718 KKR & CO INC 23435 84507 KYNDRYL HOLDINGS INCORP 2628 2909 ELI LILY & CO 78352 874380 SHELL PLC 44875 39480 TERADATA CORP 11949 8702 3M COMPANY 48228 65592 UNITEDHEALTH GROUP INC 23783 210588 VERIZON COMMUNICATIONS 44242 45240 ISHARES PREFERRED & INC SEC ETF 39688 31190 AMGEN INC 30037 46083 BCE INC NEW 30795 25597 CELESTICA INC 1667 4392 MARVELL TECHNOLOGY 4564 12846 MTI TECHNOLOGY CORP 19875 PENSKE AUTOMOTIVE GROUP INC 30718 92293 QUALCOMM INC 41604 86778 WHIRPOOL CORP 29994 21310 WOODSIDE ENERGY GROUP 5229 5125 COLUMBIA LARGE CAP GROWTH FUND A 31667 79218 GOLDMAN SACHS US EQUITY INSIGHTS FUND 26796 58050 PROCTER & GAMBLE CO 30645 49091 BHP GROUP INC 30458 46109 1470846 1336867 Machinery and Equipment 5674 5674 DUE FROM BANK 2000 2000 PRIOR ACCUMULATED DEPRECIATION ADJUSTMENT 3317 CLERICAL 10630 10630 LICENSES/COURSES 75 75 MISC. EXPENSES 1026 199 827 OFFICE SUPPLIES 7335 1980 5355 PAYROLL PROCESSING/BANK CHARGE 2348 2348 POSTAGE 132 132 RETURN OF PRIOR YEAR SCHOLARSHIP AWARD -8500 -8500 SEMINAR MATERIAL FEE 9430 9430 SPEAKER FEE 16675 16675 TELEPHONE 600 600 STEPHEN AND MARY BIRCH FOUNDATION 103 FOULK ROAD SUITE 200 WILMINGTON DE 19803 FEDERAL TAX 428 -428 FOREIGN TAX 463 463 PAYROLL TAX 7681 1748 5933