2024-08-09T15:24:47-07:00 2023-09-30 202294868 Agle and Associates 22600-B Lambert St Ste 803 Lake Forest CA 92630 990PF 2022-10-01 330399736 McBETH FOUNDATION MCBE 9495513172 15375 NANTES CIR IRVINE CA 92604 Martin L DeKarver Trustee 2024-08-09 true true Travis L Agle P01298524 9499518088 2022 2024-08-08 14:25:15Z X 38596415 X 62 X 6641 6641 6641 373856 373856 373856 784662 8687878 784662 -62943 -62943 1102278 1102216 380497 200000 60000 140000 765 765 1975 988 987 412620 337620 75000 8683 8683 5583 5583 4574 3173 1401 634200 410464 223736 1970000 1970000 2604200 410464 2193736 -1501922 691752 380497 28976 111174 341174 33460 30031 30031 17196213 15598608 37243110 435875 452789 982100 17694524 16192602 38596415 0 X 17694524 16192602 17694524 16192602 17694524 16192602 17694524 -1501922 16192602 16192602 10000 Astronics P 2022-02-08 2022-11-08 81798 122959 -41161 -41161 1000 Nvidia P 2022-02-08 2022-11-08 143957 249925 -105968 -105968 20000 Porsche Auto P 2022-08-09 2022-11-08 113198 144999 -31801 -31801 2000 Taiwan Semi P 2021-11-09 2022-11-08 129641 242425 -112784 -112784 3000 Activision Blizzard P 2022-02-08 2023-02-07 225816 237422 -11606 -11606 422 Brown Adv Sm Cap P 2022-02-07 2023-02-07 9671 11188 -1517 -1517 3000 Crowdstrike P 2022-05-10 2023-02-07 340882 489240 -148358 -148358 2122 Goldman Sachs Sm Cap P 2022-02-07 2023-02-07 44452 49290 -4838 -4838 1000 Analog Devices P 2022-08-09 2023-05-09 180039 171110 8929 8929 500 Costco P 2022-11-08 2023-05-09 250396 245731 4665 4665 1000 Mondelez P 2022-11-08 2023-05-09 77870 63740 14130 14130 2000 Devon Energy P 2022-11-08 2023-08-08 101239 143240 -42001 -42001 6000 Heritage Crystal Clear P 2022-11-08 2023-08-08 275984 202656 73328 73328 5000 Roche Hldgs P 2023-02-07 2023-08-08 189898 193939 -4041 -4041 10000 Triumph Grp P 2023-02-07 2023-08-08 89297 126109 -36812 -36812 2000 Medtronic P 2022-11-08 2023-08-08 163816 160657 3159 3159 2000 Darling Ingredients P 2022-11-08 2023-08-08 136214 131251 4963 4963 2000 Dorsey Wright Adv P 2020-01-28 2022-10-06 91758 108818 -17060 -17060 600 Adobe P 2021-05-11 2022-11-08 180458 145106 35352 35352 8000 Dorsey Wright Adv P 2020-01-28 2022-11-08 385111 435280 -50169 -50169 300 Bio Rad Labs P 2021-02-09 2022-11-08 114229 191565 -77336 -77336 9551 Virtus Income & Growth P 2020-05-15 2022-11-08 100000 101197 -1197 -1197 367 Virtus Income & Growth P 2020-05-15 2022-12-01 4000 3885 115 115 2722 Virtus Income & Growth P 2020-05-15 2023-01-06 28857 28844 13 13 3105 Brown Adv Sm Cap P 2021-11-09 2023-02-07 67898 100000 -32102 -32102 1689 Goldman Sachs Sm Cap P 2021-11-09 2023-02-07 35395 100000 -64605 -64605 1500 Johnson & Johnson P 2020-05-05 2023-02-07 244315 225712 18603 18603 36134 Virtus Income & Growth P 2020-05-15 2023-02-07 400000 382849 17151 17151 1000 Danaher P 2021-05-11 2023-05-09 234649 256976 -22327 -22327 2000 Home Depot P 2017-08-01 2023-02-09 580099 384691 195408 195408 2000 Qualcomm P 2021-05-11 2023-05-09 211874 255800 -43926 -43926 3500 Target P 2020-05-05 2023-05-09 550732 516912 33820 33820 2353 Virtus Income & Growth P 2020-05-15 2023-07-07 26000 24930 1070 1070 4000 BHP Group P 2021-11-09 2023-08-08 237359 212891 24468 24468 4000 Devon Energy P 2021-11-09 2023-08-08 202479 175830 26649 26649 5000 Mastercard P 2015-02-03 2023-08-08 1962659 887565 1075094 1075094 2000 RTX Corp P 2021-11-09 2023-08-08 171721 182001 -10280 -10280 5000 Total Energies P 2020-08-04 2023-08-08 304117 196483 107634 107634 784662 -431713 9615 9615 9615 39872 39872 X 30257 30257 false false false false false false false false true CA true false false false false true MCBETHFOUNDATION.COM Martin L DeKarver 9495513172 15375 Nantes Cir Irvine CA 92604 false false false false false false false false false false false false false false false false false false false false false false Martin L DeKarver 15375 Nantes Cir Irvine CA 92604 Trustee 5.00 100000 Norm Timmons 3017 Rockdale Lane San Diego CA 91977 Board Member 2.00 50000 Skye Woods P O Box 1161 Cedar Glen CA 92321 Board Member 2.00 50000 Tim Metcalf 520 Newport Center Dr Ste 150 Newport Beach CA 92660 Board Member 4.00 0 Amy Leite 520 Newport Center Dr Ste 150 Newport Beach CA 92660 Board Member 3.00 0 NONE Stifel 520 Newport Center Dr Ste 1500 Newport Beach CA 92660 FINANCIAL 411283 37557705 84494 0 37642199 0 37642199 564633 37077566 1853878 1853878 9615 9615 1844263 1844263 1844263 2193736 2193736 1844263 195127 246668 236186 379172 382264 1439417 2193736 0 1844263 349473 1788890 0 195127 1593763 246668 236186 379172 382264 349473 Amy Holmes PO Box 11177 Newport Beach CA 92658 9492525661 Applications should be submitted in the format shown on the Foundation's website and should include: a description of the entity including it's history and it's charitable purpose, the purpose for the request, relationship of the request to the entity's total budget, affiliated entities, contact information, copy of IRS ruling letter. May 31st. Awards are generally restricted to the purposes defined on the Foundation's website and to geographical areas where the Foundation has a presence - primarily Southern California. UNIVERSITY OF CAL - DAVIS ONE SHIELDS AVE DAVIS CA 95616 NONE PUBLIC RESEARCH EQUINE HEALTH 50000 ZOOLOLOGICAL SOCIETY SD P O BOX 120551 SAN DIEGO CA 92112 NONE PUBLIC ANIMAL CARE AND CONSERVATION 75000 SOUTH COAST SYMPHONY 13642 WINTHROPE STREET SANTA ANA CA 92705 NONE PUBLIC FAMILY CONCERT PLAN, MARKETING, YOUNG STARS CONCERT. 80000 LAGUNA ART MUSEUM 307 CLIFF DRIVE LAGUNA BEACH CA 92651 NONE PUBLIC ART EDUCATION & PROGRAMS 70000 LAGUNA COLLEGE OF ART 2222 LAGUNA CANYON RD LAGUNA BEACH CA 92651 NONE PUBLIC VISUAL COMMUNICATIONS STUDIOS 125000 PACIFIC MARINE MAMMAL CENTER 20612 LAGUNA CANYON ROAD LAGUNA BEACH CA 92651 NONE PUBLIC FOOD, MEDICATION, EMERGENCY CARE 110000 BEYOND BLINDNESS 18542-B VANDERLIP AVE SANTA ANA CA 92705 NONE PUBLIC EARLY INTERVENTION PROGRAM 95000 SANTA ANA ZOO 1801 E CHESTNUT AVE SANTA ANA CA 92701 NONE PUBLIC REMOVE AND REPLACE WATER FEATURE 75000 UNITED CEREBRAL PALSY OF SAN DIEGO 8525 GIBBS DR 100 SAN DIEGO CA 92123 NONE PUBLIC MOBIL TOY AND SOFTWARE LIBRARY, PROJECT COLLEGE 100000 NEW VISTA SCHOOL 23092 MILL CREEK RD LAGUNA HILLS CA 92630 NONE PUBLIC COMPUTER TRAINING FOR AUTISTIC STUDENTS 100000 SPIRIT LEAGUE 39198 AVENIDA LA CRESTA MURRIETA CA 92562 NONE PUBLIC SPORTS FOR LEARNING IMPAIRED 60000 CASA TERESA P O BOX 429 ORANGE CA 92856 NONE PUBLIC EMERGENCY MATERNITY SHELTER AND RESOURCE CENTER 100000 GROSSMONT HOSPITAL FOUNDATION P O BOX 158 LA MESA CA 91944 NONE PUBLIC EQUIPMENT FOR CLINICAL LAB. 75000 GUIDE DOGS OF THE DESERT P O BOX 1692 PALM SPRINGS CA 92263 NONE PUBLIC DOG TRAINING FOR BLIND & DISABLED AND DOG FOOD 55000 HELPING HAND WORLDWIDE 31121 HOLLY DRIVE LAGUNA BEACH CA 92651 NONE PUBLIC FOOD FOR NEEDY, SALARIES AND TRUCK MAINTENANCE & INSURANCE 75000 ORANGE COUNTY SCHOOL OF THE ARTS 1010 N MAIN STREET SANTA ANA CA 92701 NONE PUBLIC PERFORMING ARTS SCHOOL 30000 LAGUNA BEACH SENIOR CENTER 380 THIRD STREET LAGUNA BEACH CA 92651 NONE PUBLIC SENIOR PROGRAMS AND CARE 50000 ICEC 16269 LAGUNA CANYON RD IRVINE CA 92618 NONE PUBLIC EARLY CHILDHOOD DISABILITY INTERVENTION. 50000 BOYS GIRLS CLUB OF CENTRAL ORANGE C 17701 COWAN 110 IRVINE CA 92614 NONE PUBLIC UNDERPRIVILEDGED YOUTH PROGRAMS 50000 DISCOVERY CUBE 2500 MAIN STREET SANTA ANA CA 92705 NONE PUBLIC EDUCATIONAL OUTREACH PROGRAM 50000 SAN CLEMENTE VILLAGE PO BOX 5761 SAN CLEMENTE CA 92674 NONE PUBLIC FOOD, SHELTER FOR NEEDY 100000 TRACI'S PAWS 7922 BLUE JAY PL SAN DIEGO CA 92123 NONE PC ANIMAL RESCUE 15000 READING LEGACIES 2750 HISTORIC DECATUR RD 210 SAN DIEGO CA 92106 NONE PC FAMILY CONNECTIONS 50000 LAGUNA CANYON FOUNDATION PO BOX 4895 LAGUNA BEACH CA 92652 NONE PC ENVIRONMENTAL PROTECTION 75000 MAKE-A-WISH ORANGE COUNTY 3230 EL CAMINO REAL 100 IRVINE CA 92602 None PC WISHES FOR ILL CHILDREN 110000 NEW BEGINNINGS FOR ANIMALS PO BOX 2444 MISSION VIEJO CA 92690 None PC RESCUED ANIMAL MEDICAL 10000 AMERICAN CAREER COLLEGE EDUC FUND 151 INNOVATION DR IRVINE CA 92617 PC ADULT EDUCATION 25000 SAN DIEGO SAINTS YOUTH HOCKEY 3270 CAMINITO EASTBLUFF 95 LA JOLLA CA 92037 NC YOUTH SPORTS 10000 PRETEND CITY CHILDREN'S MUSEUM 29 HUBBLE IRVINE CA 92638 PC NEURODIVERGENT SUPPORT 15000 TERI INC 251 AIRPORT RD OCEANSIDE CA 92058 PC PERFORMING ARTS FOR SPECIAL NEEDS 50000 FRIENDSHIP SHELTER PO BOX 4252 LAGUNA BEACH CA 92652 PC SHELTER FOR THOSE IN NEED 20000 BIG BROTHERS AND SISTERS OF ORANGE 1801 E EDINGER AVE 101 SANTA ANA CA 92705 PC YOUTH MENTORING 10000 JUST4DUST FOUNDATION 3124 MAPLE ST SAN DIEGO CA 92104 PC STUDENT ATHLETIC SCHOLARSHIPS 5000 1970000 14 6641 14 373856 784662 ENERGY TRANSFER PARTNERS 14 -62943 317554 784662 1102216 8 Income provided from investments and the gains from the sale of investments is used for the purpose of making grants to qualified charitable organizations. The funds received from the sale of the investments was used to provide the grants shown on this return or to reinvest in other similar investments. false false false false false false false false false false Tax preparation 1975 988 0 987 Audit of financial statements Stifel Portfolio Management Legal fees 765 0 0 765 Bank and ADR Fees 3173 3173 Postage 361 361 Web development and maint 1040 1040 ENERGY TRANSFER PARTNERS -62943 -62943 Advisory Fees 411283 336283 0 75000 Tax Recovery Fee 1337 1337 0 0 Excise tax 5433 5433 Other taxes 3250 3250