2024-05-13T16:00:41-05:00 2023-12-31 954610626 KALLMANLOGAN & COMPANY LLP 125 S BARRINGTON PLACE LOS ANGELES CA 90049 990PF 2023-01-01 956995937 VIRGINIA FRIEDHOFER CHARITABLE TRUST VIRG 3104669411 809 N BEDFORD DR BEVERLY HILLS CA 90210 JOAN SEIDEL TRUSTEE 3104669411 2024-05-09 1 JOAN SEIDEL 999009999 0 ABRAHAM MIZRAHI CPA P01081084 3109091900 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 15172409 X X 349295 349295 426580 1107846 426580 2013 2013 777888 777888 187975 41354 146621 380 84 296 14000 3080 10920 4374 4374 0 146208 32166 114042 352937 81058 271879 497500 497500 850437 81058 769379 -72549 696830 126867 84988 84988 5245353 5165774 15012009 25000 73909 75067 345 345 345 5397565 5325016 15172409 0 0 X 0 0 0 0 5397565 5325016 5397565 5325016 5397565 5325016 5397565 -72549 0 5325016 0 5325016 FRK RISING ADVS P 2022-12-16 2023-12-12 4287 2373 1914 1914 FRK RISING ADVS P 2022-12-21 2023-12-12 275 152 123 123 FRK RISING ADVS P 2023-04-21 2023-12-12 365 202 163 163 FRK RISING ADVS P 2023-10-23 2023-12-12 405 201 204 204 FRK RISING ADVS P 2023-07-21 2023-12-12 363 224 139 139 LORD ABB ULT SHT BD P 2023-01-23 2023-12-12 50000 49846 154 154 CHURCH & DWIGHT COMPANY P 2018-01-23 2023-11-06 175042 100636 74406 74406 CORTEVA INC P 2021-11-19 2023-12-12 33690 35801 -2111 -2111 CORTEVA INC P 2022-01-05 2023-12-12 33690 35742 -2052 -2052 WALT DISNEY CO P 2015-01-28 2023-01-19 39719 38258 1461 1461 WALT DISNEY CO P 2019-01-16 2023-01-19 9930 11312 -1382 -1382 WALT DISNEY CO P 2019-01-29 2023-01-19 19860 22564 -2704 -2704 DOLLAR TREE INC P 2019-06-24 2023-01-19 23174 23010 164 164 FRK RISING ADVS P 2022-01-01 2023-12-31 107118 56292 50826 50826 ILLUMINA INC P 2017-02-17 2023-02-27 39411 32932 6479 6479 INTEL CORP P 2012-12-21 2023-12-12 88101 42019 46082 46082 MERCK & COMPANY P 2015-08-03 2023-11-20 51324 28630 22694 22694 NEWMONT CORP P 2021-07-23 2023-11-20 18327 30514 -12187 -12187 NEWMONT CORP P 2021-08-20 2023-11-20 54982 85681 -30699 -30699 AUTOMATIC DATA PROC INC P 2010-04-16 2023-11-06 109766 19731 90035 90035 HAWAIIAN ELEC INDS INC P 1993-05-13 2023-08-14 31690 23113 8577 8577 HAWAIIAN ELEC INDS INC P 1995-01-05 2023-08-18 27476 30818 -3342 -3342 NUVEEN PFD & INCM OPPTYS P 2011-04-06 2023-11-07 2 3 -1 -1 SMUCKER JM COMPANY NEW P 2002-09-06 2023-12-13 24052 7066 16986 16986 AFLAC INC P 2022-01-01 2023-11-20 81536 1926 79610 79610 AFLAC INC P 2022-01-01 2023-11-21 82257 1926 80331 80331 KONINKLIJKE PHILIPS NEW P 2022-01-01 2023-05-18 2 2 2 SMUCKER JM COMPANY NEW P 2022-01-01 2023-12-13 1002 294 708 708 426580 9686 0 9686 0 9686 7361 0 0 0 7361 0 2325 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JOAN SEIDEL 3103607541 809 N BEDFORD DR BEVERLY HILLS CA 90210 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN SEIDEL 809 N BEDFORD DRIVE BEVERLY HILLS CA 90210 TRUSTEE 20.00 187975 0 0 NONE 0 NONE 0 0 14578147 102324 0 14680471 0 0 14680471 220207 14460264 723013 723013 9686 9686 713327 0 713327 0 713327 769379 0 769379 713327 584736 0 0 769379 584736 0 0 184643 0 0 0 0 0 0 0 0 528684 0 0 0 X AMERICAN FRIEDNS OF MAGEN DAVID ADOM 352 SEVENTH AVE SUITE 400 NEW YORK NY 10001 NONE EXEMPT GENERAL 25000 AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY 160 EAST 56TH STREET NEW YORK NY 10022 NONE EXEMPT GENERAL 10000 AMERICAN SOCIETY FOR TECHNION 55 E 59TH STREET NEW YORK NY 10022 NONE EXEMPT GENERAL 75000 BEIT T'SHUVAH 8831 VENICE BLVD LOS ANGELES CA 90034 NONE EXEMPT GENERAL 10000 CALIFORNIA SCIENCE CENTER 700 EXPOSITION PARK DRIVE LOS ANGELES CA 90037 NONE EXEMPT GENERAL 10000 CALTECH ASSOCIATES PO BOX 102963 PASADENA CA 91189 NONE EXEMPT GENERAL 2500 CANINE COMPANIONS 2965 DUTTON AVE SANTA ROSA CA 95407 NONE EXEMPT GENERAL 10000 CEDARS SINAI 2965 DUTTON AVE LOS ANGELES CA 90048 NONE EXEMPT GENERAL 50000 CENTER THEATRE GROUP 601 W TEMPLE ST LOS ANGELES CA 90012 NONE EXEMPT GENERAL 20000 CHILDREN'S BURN CENTER 5000 VAN NUYS BLVD SUITE 450 SHERMAN OAKS CA 91403 NONE EXEMPT GENERAL 10000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 NONE EXEMPT GENERAL 10000 GLAZA 5333 ZOO DRIVE LOS ANGELES CA 90027 NONE EXEMPT GENERAL 30000 HIAS PO BOX WASHINGTON DC 20090 NONE EXEMPT GENERAL 10000 LOS ANGELES FOOD BANK 17341 E 41ST STREET LOS ANGELES CA 90058 NONE EXEMPT GENERAL 25000 LOS ANGELES OPERA 135 N GRAND AVENUE LOS ANGELES CA 90012 NONE EXEMPT GENERAL 25000 MC BLUE RIBBON 135 N GRAND AVENUE LOS ANGELES CA 90012 NONE EXEMPT GENERAL 5000 METROPOLITAN OPERA THE LINCOLN CENTER NEW YORK NY 10023 NONE EXEMPT GENERAL 10000 MULTIPLE SCLEROSIS 10089 WILLOW CREEK ROAD SUITE 250 SAN DIEGO CA 92131 NONE EXEMPT GENERAL 10000 OSHMAN FAMILY JCC 3921 FABIAN WAY PALO ALTO CA 94303 NONE EXEMPT GENERAL 10000 OUR BIG KITCHEN LA 8657 W PICO BLVD LOS ANGELES CA 90035 NONE EXEMPT GENERAL 5000 PLANNED PARENTHOOD 400 WEST 30TH STREET LOS ANGELES CA 90007 NONE EXEMPT GENERAL 20000 SPECIAL OLYMPICS 1401 OLYMPIC BLVD SANTA MONICA CA 90404 NONE EXEMPT GENERAL 10000 THE MAPLE COUNSELING CENTER 9107 WILSHIRE BLVD LOWER LVL BEVERLY HILLS CA 90210 NONE EXEMPT GENERAL 10000 THEATER 40 PO BOX 5401 BEVERLY HILLS CA 90210 NONE EXEMPT GENERAL 10000 UNIVERSITY SOUTHERN CALIFORNIA UNIVERSITY PARK LOS ANGELES CA 90089 NONE EXEMPT GENERAL 50000 YOUNG MUSICIANS' FOUNDATION 195 S BEVERLY DRIVE 414 BEVERLY HILLS CA 90212 NONE EXEMPT GENERAL 20000 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 NONE EXEMPT GENERAL 15000 497500 0 14 349295 15 2013 18 426580 0 777888 0 777888 ALL THE ENTIRE FOUNDATION EXISTS FOR THE PURPOSE OF BENEFITTING SCIENTIFIC ALL AND EDUCATIONAL NONPROFIT ACTIVITIES. ALL FUNDS ARE INVESTED IN VARIOUS SECURITIES TO EARN SUFFICIENT REVENUES ALL TO CARRY OUT THIS PURPOSE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 14000 3080 10920 MERCK & COMPANY INC 25000 25872 PEPSICO 48909 49195 ABBVIE INC 7045 201461 ABERMARLE 55775 108360 AFLAC INC 8668 371250 AIR PRODUCTS AND CHEMICALS 73271 68450 AMERICAN EXPRESS 8899 187340 APPLE INC 131025 693108 ATMOS ENERGY CORP 41028 115900 BERKSHIRE HATHWAY INC 73368 356660 BLACKROCK 110547 150183 BOEING COMPANY 81859 156396 CHEVRON TEXACO CORP 19963 193908 CHUBB LTD 126411 226000 CIGNA CORP 7444 299450 CISCO SYSTEMS 110841 252600 COCA COLA CO 48849 253399 COLGATE PALMOLIVE CO 59687 159420 COLUMBIA ULTRA SHORT TERM 200227 200884 COMCAST CORP 27709 87700 CONAGARA BRANDS INC 85195 71650 CONSOLIDATED EDISON 118886 181940 CONSTELLATION ANERGY CORP 33124 116890 COSTCO WHOLESALE 50544 330040 CVS HEALTH 153207 181608 DOLLAR GENERAL CORP 88806 95165 DUKE ENERGY CORP 167368 189228 EDISON INTERNATIONAL 76526 142980 ELBIT SYSTEMS 110540 277225 EXELON CORP 78624 107700 EXXON MOBIL 88716 199960 GENERAL MILLS 15388 130280 GLOBAL X US INFRASTRUCTURE 107671 137840 INTEL CORP 45203 100500 JOHNSON & JOHNSON 25372 313480 JP MORGAN CHASE 81275 221130 KELLOGG COMPANY/KELLANOVA 54660 100638 KIMBERLY CLARK CORP 36341 133661 KONNKLUKE PHILIPS ELEC 8625 49716 KRAFT HENZ CO 52045 55470 LOCKHEED MARTIN 115763 203958 LORD ABBET ULTRA SHORT TERM 192319 193301 MANULIFE FINANCIAL 142745 176800 MCDONALDS CORP 128584 177906 MERCK 95005 179883 MICROSOFT 117429 300832 MILLS MUSIC 25300 22781 MONDELEZ INTERNATIOAL 46767 108645 MOSAIC CO 92015 107190 NIKE INC 78024 217140 NUVEEN QUALITY 41626 33421 ORGANON INC 98510 43260 PEPSICO INC 55482 84920 PFIZER INC 76910 57580 PGIM SHORT TERM 100107 102450 PPL CORP 88564 75880 PRINCIPAL FINANCIAL GROUP 76854 118005 PROCTER & GAMBLE 88920 263772 ROYAL BANK OF CANADA 125986 202260 ROYAL DUTCH SHELL 54699 177660 SEMPRA ENERGY 35016 224190 SMUCKER JM COMPANY 70306 202208 SOUTHERN COMPANY 106386 140240 SPDR GOLD TRUST 55406 57351 THERMO FISHER 79671 265395 TRAVELERS COMPANIES 95909 171441 UNITED PARCEL SERVICE 110614 157230 WALMART STORES 70294 145826 WATSON LAND 23822 3575000 WATSON OILD AND GAS 1 1 WK KELLOG 6008 5913 COIN COLLECTION AT COST 345 345 LEGAL FEES 380 84 296 TAXES & LICENSES 100 22 78 INVESTMENT EXPENSE 146108 32144 113964 OTHER INVESTMENT INCOME 2013 2013 2013 FOREIGN TAXES ON INVESTMENT INCOME 4374 4374 0