2024-10-28T12:41:39-07:00 2024-06-30 882803390 PFS TAX LLC 556 N DIAMOND BAR BLVD 101 DIAMOND BAR CA 91765 990PF 2023-07-01 330210203 THE LEWIS FAMILY CHARITABLE FOUNDATION LEWI 9497229088 2464 BAYSHORE DRIVE NEWPORT BEACH CA 92663 JEFFREY LEWIS President 2024-10-28 true true Richard E Yorke CPA P00082624 9092947372 2023 2024-10-15 13:58:12Z X 4970750 X X 30097 30097 30097 119283 119283 119283 76625 2576437 78001 3325 1167 227172 227381 152705 591 13256 1093 39650 54590 0 0 1741650 1741650 1796240 0 1741650 -1569068 227381 152705 5438220 3869152 4970750 5438220 3869152 4970750 0 X 5438220 3869152 5438220 3869152 5438220 3869152 5438220 -1569068 3869152 3869152 MORGAN STANLEY 5902 P 2023-07-01 2024-03-31 229344 226059 3285 3285 MORGAN STANLEY 5902 P 2022-01-01 2024-06-30 388202 329202 59000 59000 MORGAN STANLEY 5730 P 2022-01-01 2024-06-30 666732 663534 3198 3198 MORGAN STANLEY 5589 P 2022-01-01 2024-06-30 400000 330787 69213 69213 MORGAN STANLEY 5735 P 2024-01-01 2024-06-30 135498 135458 40 40 MORGAN STANLEY 5735 P 2022-01-01 2024-06-30 756661 814772 -58111 -58111 Wash Sale 1376 78001 3325 3161 3161 3161 2073 2073 X 8 1096 0 false false false false false false false true true CA true false false false false true N/A RICHARD E YORKE 9092947372 556 N DIAMOND BAR BLVD 101 DIAMOND BAR CA 91765 false false false false false false false false false false false false false false false false false false false false false false JEFFREY LEWIS 2464 BAYSHORE DRIVE NEWPORT BEACH CA 92663 President 1.00 0 KATY LEWIS HANKE 2464 BAYSHORE DRIVE NEWPORT BEACH CA 92663 Secretary 1.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 3161 3161 3161 3161 0 1741650 1741650 0 25090 613173 1230020 1255600 3123883 1741650 0 1741650 4865533 0 4865533 25090 613173 1230020 1255600 1741650 X HARBOR DAY SCHOOL 3443 PACIFIC VIEW DRIVE CORONA DEL MAR CA 92625 PROVIDE STUDENTS WITH AN EXCELLENT PRIMARY EDUCATION WHICH WILL SET THEFOUNDATION FOR FURTHER ACADEMIC ACHIEVEMENT 200000 FAMILY RESEARCH COUNCIL 801 G STREET NW WASHINGTON DC 20001 TO ADVANCE FAITH,FAMILY, AND FREEDOM IN PUBLIC POLICY AND THE CULTURE FROM ABIBLICAL WORLDVIEW. 37500 SALAVATION ARMY 10200 PIONEER ROAD TUSTIN CA 92782 DIASTER RELIEF 150000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 FORMULATE AND PROMOTE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREEENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONALAMERICAN VALUES, AND A STRONG NATIONAL DEFENSE 62500 PACIFICA CHRISTIAN HIGH SCHOOL 883 W 15TH ST NEWPORT BEACH CA 92663 TEACH YOUNG MEN AND WOMEN FROM ALL NEIGHBORHOODS TO THINK CRITICALLY AND WISELY, INSTILLING HEARTFELT JOY AND INTEREST IN LEARNING, WHILEENCOURAGING LIVES OF FAITH, CHARACTER, AND SERVICE TO THE GLORY OF GOD 10000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 IDENTIFY, EDUCATE, TRAIN AND ORGANIZE STUDENTS TO PROMOTE THE PRINCIPLES OF FISCAL RESPONSIBILITY, FREE MARKETS AND LIMITEDGOVERNMENT 110000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD STE 300 JACKSONVILLE FL 32256 RAISE PUBLIC AWARENESS AND PROVIDE AID TO INJURED SERVICE MEMBERS 10000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 BUILD MORTGAGE-FREE HOMES FOR OUR MOST CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS 10000 AMERICAN FIRST POLICY INSTITUTE PO BOX 2646 ARLINGTON VA 22202 TO ADVANCE POLICIES THAT PUT THE AMERICAN PEOPLE FIRST. OUR GUIDINGPRINCIPLES ARE LIBERTY, FREE ENTERPRISE, NATIONAL GREATNESS, AMERICANMILITARY SUPERIORITY, FOREIGN-POLICY ENGAGEMENT IN THE AMERICAN INTEREST, AND THE PRIMACY OF AMERICAN WORKERS, FAMILIES, ANDCOMMUNITIES IN ALL WE DO 87500 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 ACCELERATE GLOBAL RESEARCH, DRIVE RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZE QUALITY CARE AND SUPPORT. 11000 US JUSTICE FOUNDATION 41810 N VENTURE DR PHOENIX AZ 85086 dedicated to instruct, inform and educate the public 5000 CLAREMONT INSTITUTE 1317 W FOOTHILL BLVD SUITE 120 UPLAND CA 91786 RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL,PREEMINENT AUTHORITY IN OUR NATIONAL LIFE 50000 JUDICIAL WATCH 425 THIRD STREET SW SUITE 800 WASHINGTON DC 20024 EDUCATIONAL FOUNDATION, PROMOTES TRANSPARENCY, ACCOUNTABILITY ANDINTEGRITY IN GOVERNMENT, POLITICS AND THE LAW 62500 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 TO PROMOTE WHAT IS TRUE, WHAT 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CIVIL AND RELIGIOUS LIBERTY AND INTELLECTUAL PIETY 87500 OLD FRIENDS INC 1841 PAYNES DEPOT RD GEORGETOWN KY 40324 THOROGUHBRED RESCUE / RETIREMENT FACILITY SPECIALIZED IN ACCEPTING STALLIONS. 10000 HOAG HOSPITAL FOUNDATION 1 HOAG DRIVE NEWPORT BEACH CA 92663 CAPITAL PROJECT,INNOVATIVE PROGRAM DEVELOPMENT 170000 GRAYSON JOCKEY CLUB RESEARCH FOUNDA 821 CORPORATE DRIVE LEXINGTON KY 40503 FUND RESEARCH OF EQUINE HEALTH FOR ALL BREEDS TO LIVE HEALTHIER LIVES 10000 THE PHALANTHROPY ROUNDTABLE 1120 20TH STREET NW SUITE 55 WASHINGTON DC 20036 TO FOSTER EXCELLENCE IN PHILANTHROPY, PROTECT PHILANTHROPIC FREEDOM,AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONALRESPONSIBILITYCT PHILANTHROPIC FREEDOM, AND HELP DONORS ADVANCE LIBERTY, OPPORTUNITY,AND PERSONAL RESPONSIBILITY 5000 CENTER FOR AMERICAN LIBERTY PO Box 200942 PittsburgH PA 15251 dedicated to defending the civil liberties of Americans left behind by civil rights legacy organizations. 30000 NATIONAL CENTER FOR POLICE DEFENSE 10521 Judicial Drive Suite 200 FAIRFAX VA 22030 to help police officers who do their job the way they were trained and then the system that they protect and serve finds them guilty of a crime for doing their job the way they were trained to do it. 2500 INDEPENDENT INSTITUTE 100 Swan Way OAKLAND CA 94621 to boldly advance peaceful, prosperous, and free societies grounded in a commitment to human worth and dignity. 10000 YOUNG AMERICA'S FOUNDATION 11480 Commerce Park Drive Sixth Fl RESTON VA 20191 TO ENSURE that AN increasing numbers of young Americans understand and are inspired by the ideas of individual freedom, a strong national defense, free enterprise, and traditional values. 100000 NATIONAL REVIEW INSTITUTE 19 West 44th Street Suite 1701 NEW YORK NY 10036 to preserve and promote Buckleys legacy and advance the principles of a free society through educational and outreach programs 25000 2024 WASHBURN CHALLENGE 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 BICYCLE AND KAYAK FUNDRAISER TO 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TREATMENT, SUPPORT BEFORE, DURING AND AFTER CANCER 25000 AMERICAN RED CROSS 430 17TH ST NW WASHINGTON DC 20006 feeds and provides comfort to people affected by disasters; supplies about 40% of the nations blood; teaches skills that save lives; distributes international humanitarian aid; and supports veterans, military members and their families 10000 CO2 COALITION 1621 North Kent Street Suite 603 ARLINGTON VA 22209 UNDERSTAND AND ADDRESS COMPLEX PUBLIC POLICY LIKE CLIMATE CHANGE 20000 1741650 30097 119283 1167 76625 227172 227172 false false false false false false false false false false 13256 0 0 0 591 0 0 0 INVESTMENT MANAGEMENT FEES 39650 Other Investment Income 1167 DEPARTMENT OF JUSTICE 25 FEDERAL ESTIMATE FYE 06-30-23 1068