2025-11-12T11:45:33-05:00 2024-12-31 IR-2025-10 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990PF 2024-01-01 474821139 Wurwand Foundation % VALERIE LOPEZ WURW 8187891179 16830 Ventura Blvd Suite 501 Encino CA 91436 Raymond Wurwand President 3107344346 2025-11-15 true true KIMBERLY M RAVENELL P00108547 9492612808 2024 2025-03-06 01:10:19Z X 74028673 X 5000000 X 2454157 2454157 2454157 645190 23354115 645190 54 54 54 8099401 3099401 2454211 169230 169230 4544 34618 17309 0 17309 85784 85784 18802 558182 219510 325157 871160 322603 0 511696 2485253 2485253 3356413 322603 0 2996949 4742988 2776798 2454211 980976 5857416 5857416 13319025 13966430 13700387 5510522 5526782 5601266 43577205 42767788 48718520 138984 151084 151084 63526712 68269500 74028673 200 0 200 0 X 63526512 68269500 63526512 68269500 63526712 68269500 63526512 4742988 68269500 68269500 CITY NATIONAL BANK SHORT TERM SALES P 12071494 11774825 296669 296669 CITY NATIONAL BANK LONG TERM SALES P 11282621 10934100 348521 348521 645190 38597 38597 38597 84000 0 84000 45403 45403 false false false false false false false true true CA NV true false false false true true VALERIE LOPEZ 2132205814 1026 MONTANA AVENUE Santa Monica CA 90403 false false false false true false false false false false false false false false false false false false false false false false Raymond L Wurwand 16830 Ventura Blvd Suite 501 Encino CA 91436 President 1.0 0 0 0 Jane D Wurwand 16830 Ventura Blvd Suite 501 Encino CA 91436 Secretary 5.0 0 0 0 Marsha Olson 1026 Montana Avenue Santa Monica CA 90403 Director of Community Part 40.0 169230 4544 0 Blank Space 1026 Montana Avenue SANTA MONICA CA 90403 Consulting Services 40808 Molly Wurwand 1026 Montana Avenue SANTA MONICA CA 90403 Consulting Services 131810 Lucy Wurwand 1026 Montana Avenue SANTA MONICA CA 90403 Consulting Services 126973 Cecilia Martinez Bello 1026 Montana Avenue SANTA MONICA CA 90403 Consulting Services 3011 Ghost Bird Films 1026 Montana Avenue SANTA MONICA CA 90403 Consulting Services 21778 66922702 2025142 0 68947844 0 68947844 1034218 67913626 3395681 3395681 38597 38597 3357084 3357084 3357084 2996949 0 0 0 0 2996949 3357084 2994961 2022 2021 2020 0 0 2996949 2994961 1988 0 0 0 0 3355096 0 0 RAYMOND L WURWAND JANE D WURWAND X Allies in Arts PO BOX 39875 LOS ANGELES CA 90039 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 ALMA Backyard Farms 801 E REDONDO BEACH COMPTON CA 90220 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2500 Chicano Latino Youth Leadership Project Inc 1130 K St LL80 Sacramento CA 95814 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Child Development Institute 18050 Vanowen St Reseda CA 91335 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Children's Burn Foundation 5000 Van Nuys Blvd Suite 210 Sherman Oaks CA 91403 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2500 CSUN Foundation 18111 Nordhoff Street University Hall Northridge CA 913308296 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 25000 Direct Relief 6100 Wallace Becknell Road Santa Barbara CA 93117 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 25000 Entrepreneurship Funders Network 22 Aurora Street Hudson OH 44236 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2500 Everychild Foundation PO Box 1808 Pacific Palisades CA 90272 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 6450 Fractured Atlas PO Box 55 Hartsdale NY 10530 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Hope of the Valley Rescue Mission 16641 Roscoe Place North Hills CA 91343 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 7500 Inner-City Arts 720 Kohler Street Los Angeles CA 90021 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2500 Jewish Center for Justice 11960 Sunset Blvd Los Angeles CA 90049 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 85000 Los Angeles Jewish Home For The Aging 6505 Wilshire Blvd Suite 1200 Los Angeles CA 90048 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Loving Hands Children's Home PO Box 48004 Los Angeles CA 90048 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2000 Multicultural Women Exec Leadership Foundation 5042 Wilsher Blvd 32104 Los Angeles CA 90036 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 30000 Our House 1663 Sawtelle Blvd Suite 300 Los Angeles CA 90025 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2500 PFLAG Los Angeles 1760 N Vermont Avenue Los Angeles CA 90027 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 500 Pico Union Project 1153 Valencia St Los Angeles CA 90015 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Saban Community Clinic 8405 Beverly Blvd Los Angeles CA 90048 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 50000 Share Our Strength 1030 15th Street NW Suite 1100 W Washington DC 20005 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2500 Skirball Cultural Center 2701 N Sepulveda Blvd Los Angeles CA 90049 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 10000 StartOut Los Angeles Four Embarcadero Center Suite 1400 San Francisco CA 94111 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 The Jewish Federation 6505 Wilshire Blvd 100RB Los Angeles CA 90048 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 6000 The Sam Initiative 221 S Figueroa St 400 Los Angeles CA 90012 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 6000 TSC Alliance 8737 Colesville Road 400 Silver Spring MD 20910 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 UCLA Foundation 10920 Wilshire Blvd Suite 900 Los Angeles CA 90024 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 25000 Village for Vets 149 S Barrington Ave 640 Los Angeles CA 90049 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 5000 Imagine LA 1418 N Spring St Suite 102 Los Angeles CA 90012 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 10000 Anti-Defamation League 605 tHIRD AVENUE NEW YORK NY 10158 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 25000 Beit T'Shuvah 8831 Venice Blvd LOS ANGELES CA 90034 NONE PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 15000 Santa Barbara Foundation 1111 Chapala Street Suite 200 Santa Barbara CA 93101 NONE PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Brave Trails PO Box 691300 Los Angeles CA 90069 NONE PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 First Star Inc 2049 Century Park East 4320 Los Angeles CA 90067 NONE PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 50000 Holocaust Museum LA 100 The Grove Dr los angeles CA 90036 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2500 Jewish Big Brothers Big Sisters Los Angeles 6505 WILSHIRE BLVD STE 600 Los Angeles CA 90048 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Jewish Community Foundation 6505 Wilshire Blvd Suite 1200 Los Angeles CA 90048 none PC Donor advised fund to be used to contribute to charitable organizations. 1200000 Jewish Family Service of Los Angeles 330 N Fairfax Avenue Los Angeles CA 90036 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 MLK Community Health Foundation 2251 west rosecrans avenue suite 18 compton CA 90222 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 50000 Princes Trust USA 45 W 27th Street Floor 11 New York NY 10001 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 100000 The RightWay Foundation 3650 W Martin Luther King Jr Blvd Los Angeles CA 90008 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 100000 Women's Economic Ventures 21 east canon perdido suite 301 Santa Barbara CA 93101 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 120000 BRENTWOOD COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND 590 S BURLINGAME AVE Los Angeles CA 90049 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Animal Welfare League of Arlington 2650 S Arlington Mill Dr Arlington VA 22206 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 California Association for Microenterprise Opport Two Embarcadero Center 8th Floor San Francisco CA 94111 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 15000 Capitol Hill Arts Workshop 545 7th Street SE Washington DC 20003 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Las Fotos Project 2210 Cesar E Chavez Avenue Los Angeles CA 90033 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 500 Downtown Women's Center 442 S SAN PEDRO STREET Los Angeles CA 90013 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 50000 Fulcrum Arts 145 North Raymond Avenue Pasadena CA 91103 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 7500 Grid110 Inc 360 E 2nd Street 800 Los Angeles CA 90012 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 100000 Hillel at the Claremont Colleges 915 W Foothill Blvd Suite C-120 Claremont CA 91711 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 25000 Impact Personal Safety PO Box 931541 Los Angeles CA 90093 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Los Angeles Cleantech Incubator 525 S Hewitt Street Los Angeles CA 90013 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 25000 Montecito Trails Foundation PO BOX 5481 Santa Barbara CA 93150 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Santa Barbara Botanic Garden 1212 Mission Canyon Santa Barbara CA 93105 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 2150 Safe Place for Youth 578 Washington Blvd 398 Marina del Rey CA 90292 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 5000 St Joseph Center 204 Hampton Drive Venice CA 90291 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 75000 Baltimore Animal Rescue and Care Shelter 2490 Giles Road Baltimore MD 21225 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 The Petey Greene Program 22 Stockton Street Princeton NJ 08540 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 Santa Barbara Bucket Brigade PO BOX 50640 Santa Barbara CA 93150 none TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 TMC Community Capital 1611 Telegraph Ave Suite 504 Oakland CA 94612 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 125103 UNIVERSITY OF SOUTHERN CALIFORNIA USC OFFICE OF ADMISSION 3601 SOUTH FLOWER ROOM 112 Los Angeles CA 90089 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 50000 Public Health Institute 560 Moreno Ave Los Angeles CA 90049 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 5000 Nurse-Family Partnership 1801 California Street Suite 2400 Denver CO 80202 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 1000 St Genevieve High School 1026 Montana Avenue Santa Monica CA 90403 none PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 3050 Plan C c/o Possibility Labs 1410 Franklin San Francisco CA 94109 None PC TO FURTHER THE AGENDA OF THE ORGANIZATION. 5000 2485253 14 2454157 14 54 18 2454211 2454211 false false false false false false false false false false ACCOUNTING FEES 34618 17309 17309 CORPORATE BONDS 5167019 5235360 OTHER CORPORATE BONDS 359763 365906 13966430 13700387 EQUITY SECURITIES AT COST 33537918 40978119 MUTUAL FUNDS AT COST 9229870 7740401 EARNED INTEREST IN TRANSIT 138984 151084 151084 INVESTMENT MANAGEMENT FEES 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