2025-11-10T06:50:15-06:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 100 W WALNUT STREET FL 7 PASADENA CA 91124 990PF 2024-01-01 832942732 M&P LEDBETTER FAMILY FOUNDATION M&PL 6265850666 1108 AUAHI ST 3801 OAHU HI 96814 PHAEDRA A LEDBETTER PRESIDENT 6265850666 2025-11-06 1 1 ERIC A GRONROOS P00025921 6265850666 2024 2025-03-06 01:10:19Z X 112599 X X 22087 22087 6601 72478 6601 28688 28688 0 0 0 6180 3090 3090 1032 864 0 7212 3954 3090 858214 858214 865426 3954 861304 -836738 24734 10972 45797 45797 11651 26740 0 0 173310 0 0 626934 66802 66802 849607 112599 112599 0 0 X 849607 112599 0 0 0 0 849607 112599 849607 112599 849607 -836738 99730 112599 0 112599 CAPITAL GAIN DISTRIBUTION P 2024-01-01 2024-12-31 1311 1311 1311 SALE OF INVESTMENT SECURITIES L/T P 2020-01-01 2024-12-31 71167 65877 5290 5290 6601 344 0 344 0 344 0 0 0 0 0 0 344 0 0 0 0 0 0 0 0 0 1 1 1 CA 1 0 0 0 0 1 N/A WEAVER TIDWELL LLP 6265850666 100 W WALNUT ST 7TH FL PASADENA CA 91124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PHAEDRA A LEDBETTER 100 WEST WALNUT STREET 7TH PASADENA CA 91124 PRESIDENT 0.00 0 0 0 MARK J LEDBETTER 100 W WALNUT ST 7TH FL PASADENA CA 91124 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 806333 26962 0 833295 0 0 833295 12499 820796 41040 41040 344 344 40696 0 40696 0 40696 861304 0 861304 40696 0 0 206714 52600 57130 19395 335839 861304 0 0 0 40696 820608 0 0 1156447 0 0 0 0 0 0 0 1156447 206714 52600 57130 19395 820608 X FRIENDS OF HONOLULU BOTANICAL GARDENS 180 N VINEYARD BLVD HONOLULU HI 96817 NONE PC GENERAL PROGRAM SUPPORT 1000 FRIENDS OF ROBINSON GARDENS 1008 ELDEN WAY BAVERLY HILLS CA 90210 NONE PC GENERAL PROGRAM SUPPORT 2000 HALEIWA ARTS FESTIVAL 62-449 KAMEHAMEHA HWY HALEIWA HI 96712 NONE PC GENERAL PROGRAM SUPPORT 2000 HAWAIIAN HUMANE SOCIETY 2700 WAIALAE AVE HONOLULU HI 96826 NONE PC GENERAL PROGRAM SUPPORT 45000 KOREAN PROTESTANT CHURCH 2042 VANCOUVER DRIVE HONOLULU HI 96822 NONE PC GENERAL PROGRAM SUPPORT 700 LUTHERAN CHURCH 1730 PUNAHOU ST HONOLULU HI 96822 NONE PC GENERAL PROGRAM SUPPORT 713 MANU O KE KAI KAMEHAMEHA HWY HONOLULU HI 96712 NONE PC GENERAL PROGRAM SUPPORT 1500 MYRIAD USA 551 5TH AVE SUITE 2400 NEW YORK NY 10176 NONE PC GENERAL PROGRAM SUPPORT 3500 PUNAHOU SCHOOL 1601 PUNAHOU STREET HONOLULU HI 96822 NONE PC GENERAL PROGRAM SUPPORT 775801 SCOUTING AMERICA ALOHA 42 PUIWA RD HONOLULU HI 96817 NONE PC GENERAL PROGRAM SUPPORT 1000 THE HUNTINGTON 1151 OXFORD ROAD SAN MARINO CA 91108 NONE PC GENERAL PROGRAM SUPPORT 25000 858214 0 14 22087 18 6601 0 28688 0 28688 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6180 3090 3090 PUNAHOU SCHOOL 1601 PUNAHOU STREET HONOLULU HI 96822 CASH GRANT TO A QUALIFIED ORGANIZATION 31163 PUNAHOU SCHOOL 1601 PUNAHOU STREET HONOLULU HI 96822 MARKETABLE SECURITIES DISTRIBUTED TO QUALIFIED ORGANIZATION1,335 SHARES OF ARES CAPITAL CORP (ARCC)385 SHARES OF ISHARES S&P 500 VALUE ETF (IVE)526 SHARES OF VANGUARD GROWTH ETF (VUG)186 SHARES OF VANGUARD MIDCAP GROWTH ETF (V1)330 SHARES OF VANGUARD MIDCAP VALUE ETF (VOE)4,077 SHARES OF FI'SE RAFI US 1000 ETF (PRF)BANK OF AMERICA 4.45% DUE MARCH 3, 2026VERIZON COMMUNICATIONS 4.016% DUE DECEMBER 3, 2029MORGAN STANLEY 5.00% DUE NOVEMBER 24, 2025EBAY 5.95% DUE NOVEMBER 22, 2027THE CLOROX COMPANY 3.90% DUE MAY 15, 20282,508.01 SHARES OF COHEA & STEERS PREFERRED SEC & INC I (CPXIX) 744638 EQUITY FUNDS FMV 66802 66802 DURING THE YEAR ENDED DECEMBER 31, 2024, THE BOARD OF THE FOUNDATION BEGAN TO CONSIDER TERMINATION OF THE FOUNDATION. THE FOUNDATION DISTRIBUTED CASH TO VARIOUS ORGANIZATIONS LISTED ON FORM 990-PF, PART XIV DURING THE YEAR IN THE AMOUNT OF $82,413 DURING ITS NORMAL COURSE. HOWEVER AT THE END OF 2024, THE FOUNDATION MADE A LARGE DONATION TO THE PUNAHOU SCHOOL. CASH $31,163 AND VARIOUS MARKETABLE SECURITIES VALUED AT $744,638. THIS RESULTED IN THE DISTRIBUTION OF MORE THAN 25% OF THE FAIR MARKET VALUE OF ITS ASSETS. DURING 2025 THE FOUNDATION WILL BEGIN THE FORMAL PROCESS OF LIQUIDATION, DISSOLUTION, AND FINAL DISTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS. THIS FILING IS ONLY REPORTING SUBSTANTIAL CONTRACTION AND THE FOUNDATION WILL INCLUDE THE DISSOLUTION DOCUMENTS, AND LIQUIDATION PLAN WHEN SUCH DISSOLUTION OCCURS. INVESTMENT EXPENSES 864 864 0 EXCISE TAX 168 0 0 UNREALIZED GAIN/LOSS 99730