2024-11-14T16:15:15-08:00
2023-12-31
330269071
Montagna & Associates Inc
1101 Dove St Suite 190
Newport Beach
CA
92660
990PF
2023-01-01
844116363
The Clemons Family Foundation
CLEM
9496978366
1200 Newport Center Drive 295
Newport Beach
CA
92660
V Gordon Clemons III aka Jr
President & CEO
9496978366
2024-11-14
true
true
Gregory M Montagna Sr
P00122331
9498332371
2023
2024-10-15 13:58:12Z
X
X
14351056
X
16200
3522
3522
58343
58343
104945
104945
-64996
3490400
3508601
3490400
3673410
3657210
287
287
6896
6896
1090
1090
18385
-762
10034
10034
177431
177431
214123
194976
0
430929
430929
645052
194976
430929
3028358
3462234
202743
2492042
2492042
38706
35624
6414903
692609
1621783
1629211
2720500
21107
2697426
2699393
3814900
3631484
6848842
14351056
10250
10250
0
X
3621234
6848842
3621234
6848842
3631484
6848842
3621234
3028358
199250
6848842
6848842
Publicly Traded Securities
P
3508601
18201
3490400
3490400
3490400
3490400
48125
48125
48125
14552
45000
59552
11427
11427
false
false
false
false
false
false
false
true
true
CA
true
false
true
false
false
true
N/A
V Gordon Clemons III aka Jr
9496978366
1200 Newport Center Dr 295
Newport Beach
CA
926600926
false
false
false
false
false
false
false
false
false
false
false
false
false
false
false
false
false
false
false
false
false
false
V Gordon Clemons III aka Jr
1200 Newport Center Dr 295
Newport Beach
CA
926600926
CEO
0.00
0
Anne Marie Thomas
1200 Newport Center Dr 295
Newport Beach
CA
926600926
Secretary
0.00
0
NONE
NONE
6326717
976941
3000000
10303658
0
10303658
154555
10149103
507455
507455
48125
48125
459330
459330
459330
430929
430929
459330
395013
2021
11145
430929
395013
11145
0
24771
434559
X
Hoag Hospital Foundation
330 Placentia Avenue Suite 100
Newport Beach
CA
92663
None
PC
To provide exceptional and innovative health care to our community and beyond.
125000
Santa Margarita Eagle Foundation
22062 Antonio Parkway
Rancho Santa Marg
CA
92688
None
PC
To assist Santa Margarita Catholic High School in achieving its overall mission and strategic goals.
50499
Mariner's Elementary School Foundat
PO Box 3158
Newport Beach
CA
92659
None
PC
To provide funding for personnel support, school programs, and activities.
10000
Andersen DEANs Foundation
1900 Port Seabourne Way
Newport Beach
CA
92660
None
PC
To provide academic and enrichment support to supplement what is provided by the school district.
30100
The UCI Foundation
100 Theory Suite 250
Irvine
CA
92617
None
PC
To provide education for diverse and talented students, advancing healthcare and life-changing research, and fostering creativity and critical thinking.
5000
California Gamma Foundation
5395 Emerson Way
Indianapolis
IN
46226
None
PC
To maintain chapter housing properties to be healthy and safe facilities that promote learning, character-building, close friendships, and loyalty to the organization and institution.
2500
Roy O Andersen Elementary PTA
1900 Port Seabourne Way
Newport Beach
CA
92660
None
PC
To provide funding for personnel support, school programs, and activities.
5000
Morgantown Mission Inc
PO Box 580
Morgantown
KY
42261
None
PC
To serve the community by providing support and food to needy families and disadvantaged children.
2500
Hoag Hospital Foundation
330 Placentia Avenue Suite 100
Newport Beach
CA
92663
None
PC
To provide exceptional and innovative healthcare to our community and beyond.
200330
430929
14
3522
14
58343
16
-64996
18
3490400
3487269
3487269
false
false
false
false
false
false
false
false
false
false
X
X
1
Marie E Clemons
36 Via Coralle
Newport Coast
CA
926571614
1802800
X
2
Marie E Clemons
36 Via Coralle
Newport Coast
CA
926571614
1002750
X
1
10,000 shares CorVel Corporation common stock, adjusted cost basis of which is $1.08 per share, or $
1802800
2023-02-28
2
5,000 shares CorVel Corporation common stock, adjusted cost basis of which is $1.08 per share, or $5
1002750
2023-11-02
Accounting and Tax Preparation
6896
6896
0
0
Building
2021-11-18
270560
11069
SL
9838
9838
9838
Water Heater
2022-12-23
2900
4
SL
105
105
HVAC Unit
2023-10-29
12000
SL
91
91
CorVel Corporation, 25,500 shs.
27539
6303855
Glaukos Corporation, 1,397 shs.
8085
111048
Pimco Flexible Credit Income, 74,294 shs
FMV
500000
507428
PrideCo Private Mortgage Loan Fund II LP
FMV
584666
584666
Vody LLC
FMV
485500
485500
Crosslink Ventures X, L.P., .4439%
FMV
51617
51617
Machinery and Equipment
14900
200
14700
14900
Buildings
270560
20907
249653
500000
Land
2435040
2435040
3300000
General Legal Services
287
287
0
0
Dues and Subscriptions
195
195
General and Admin., PrideCo K-1
16
16
Management, etc. - Crosslink K-1
17313
17313
Rental Expenses
159907
159907
FMV in excess of cost basis of stock contribution made
199250
V Gordon Clemons Jr
8011 Wicklow Hall Drive
Matthews
NC
281048067
Marie E Clemons
36 Via Coralle
Newport Coast
CA
926571614
Department of Justice
75
75
Federal Taxes
19147
State Taxes - PrideCo
7
7
State Taxes - Refund
844
-844