2024-04-24T12:22:56-05:00 2023-12-31 952107355 RICHARD H O'HARA & CO CPA'S 503 WEST PALM DRIVE PLACENTIA CA 928702421 990PF 2023-01-01 330822925 OTTO AND MARIANNE WOLMAN FOUNDATION C/O RICHARD H O'HARA & CO OTTO 7145729787 503 WEST PALM DRIVE PLACENTIA CA 928702400 RUTH WOLMAN PRESIDENT 7145729787 2024-04-19 1 RUTH WOLMAN 999009999 1 JOY LYNN FINCH CPA P00038242 7145729787 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7301263 X 100000 290 290 184263 184263 108540 152352 108540 196 196 393289 293289 0 0 0 10536 7926 2610 17 17 0 3455 1374 100 42548 42548 0 56556 51865 2710 325300 325300 381856 51865 328010 11433 241424 557771 621561 621561 2390343 2390343 3926951 1720252 1667895 2752751 4668366 4679799 7301263 0 0 X 0 0 0 0 4668366 4679799 4668366 4679799 4668366 4679799 4668366 11433 0 4679799 0 4679799 RTS CBRE CLARION GLOBAL REAL ESTATE P 2020-08-18 2023-03-31 230 230 230 FIRST TR NYSE ARCA BIOTEC INDEX FD P 2015-07-14 2023-09-28 22076 19300 2776 2776 FIRST TRUST EUROPE ALPHADEX FD ETF P 2015-03-17 2023-12-21 28981 24512 4469 4469 CAPITAL GAINS DIVIDENDS P 101065 101065 101065 108540 3356 0 3356 0 3356 3320 0 0 0 3320 0 36 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A RICHARD H O'HARA CO CPA'S 7145729787 503 WEST PALM DRIVE PLACENTIA CA 92870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RUTH E WOLMAN 503 WEST PALM DRIVE PLACENTIA CA 92870 PRESIDENT 5.00 0 0 0 LAURENCE DAVID HARRIS 503 WEST PALM DRIVE PLACENTIA CA 92870 SECRETARY AND TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 6364874 621118 0 6985992 0 0 6985992 104790 6881202 344060 344060 3356 3356 340704 0 340704 0 340704 328010 0 328010 340704 325264 0 0 328010 325264 0 0 2746 0 0 0 0 0 0 0 0 337958 0 0 0 MS RUTH WOLMAN CO RICHARD H O'HARA 503 W PALM DR PLACENTIA CA 92870 7145729787 ANY FORM NO DEADLINES THE ORGANIZATION PROVIDES AWARDS TO IMPROVE THE ENVIRONMENT RESULTING FROM PROVERTY, WAR AND ABUSES OF HUMAN RIGHTS, TO PROVIDE EDUCATIONAL BENEFITS FOR CHILDREN, YOUTH AND SENIOR CITIZENS, TO FUND MEDICAL RESEARCH, TO SUPPORT CHARITABLE ORGANIZATIONS IN THE STATE OF ISRAEL AND TO SUPPORT EDUCATIONAL, RELIGIOUS AND OTHER CHARITABLE ORGANIZATIONS. AMERICAN FRIENDS OF SOCIETY FOR ADVANCEMENT OF EDUCATION IN ISRAEL 204 ROUTE 18 STE 300 EAST BRUNSWICK NJ 08816 NONE PUBLIC CHARITY DONOR ADVISED:"ENCOUNTER" DIALOGUE PROGRAM FOR SINDIANA & MAE BOYAR HIGH SCHOOL, WHEN AGAIN POSSIBLE. EMERGENCY THERAPEUTIC SUPPORT FOR STUDENTS, STAFF, PARENTS IN SAE SCHOOLS DURING CURRENT NATIONAL CRISIS. 25000 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH ST 10TH FLOOR NEW YORK NY 10018 NONE PUBLIC CHARITY DONOR ADVISED: PROJECTS IN CENTRAL AMERICA THAT ADDRESS LAND, WATER AND CLIMATE JUSTICE. 15000 APPLE HILL CENTER FOR CHAMBER MUSIC PO BOX 217 SULLIVAN NH 03445 NONE PUBLIC CHARITY DONOR ADVISED: PROVIDE PLAYING FOR PEACE SCHOLARSHIPS FOR MIDDLE EASTERN MUSICIANS TO ATTEND APPLE HILL. 25000 AVODAH THE JEWISH SERVICE CORPS 195 MONTAGUE ST 14TH FLOOR WEWORK OFFICE 1249 BROOKLYN NY 11201 NONE PUBLIC CHARITY SUPPORT YOUTH WHO WORK FOR SOCIAL CHANGE, ECONOMIC JUSTICE & COMMUNITY BUILDING IN AREAS OF POVERTY WITHIN U.S. CITIES. 20000 CULTIVALA 1723 JAMES M WOOD BLVD UNIT 112 LOS ANGELES CA 90015 NONE PUBLIC CHARITY DEVELOP COMMUNITY GARDENS IN LOS ANGELES AREAS OF FOOD INSECURITY, PROVIDE WORKSHOPS THAT TEACH HEALTHY DIETS. PROVIDE EMERGENCY FOOD DISTRIBUTION. 10000 ENCOUNTER 1 WEST 4TH ST NEW YORK NY 10012 NONE PUBLIC CHARITY BRING INFLUENTIAL JEWISH LEADERS FROM ISRAEL & U.S. TO THE WEST BANK FOR DIRECT CONTACT WITH PALESTINIAN LEADERS IN NON-VIOLENCE, ACTIVISM, BUSINESS, MEDIA, EDUCATION AND POLITICS, WITH GOAL OF CONFLICT TRANSFORMATION. 25000 FAMILIES FORWARD LEARNING CENTER 980 N FAIR OAKS AVE PASADENA CA 91103 NONE PUBLIC CHARITY PROVIDE FREE EDUCATION AND SOCIAL SERVICES TO LOW-INCOME FAMILIES WITH CHILDREN FROM BIRTH TO FIVE YEARS OLD. 5000 FAMILY-TO-FAMILY PO BOX 255 HASTINGS TO HASTINGS NY 10706 NONE PUBLIC CHARITY SUPPORT SPONSOR A HOLOCAUST SURVIVOR PROGRAM IN L.A. & SAN FRANCISCO; ALSO, FOOD FOR SURVIVORS IN NEED. 10000 FRIENDS IN DEED 444 E WASHINGTON BLVD PASADENA CA 91104 NONE PUBLIC CHARITY PROVIDE SUPPORTIVE AND HOMELESS PREVENTION SERVICES, OUTREACH TO THE ALREADY HOMELESS; OPERATE FOOD PANTRY. 25000 HOMEBOY INDUSTRIES 130 BRUNO ST LOS ANGELES CA 90012 NONE PUBLIC CHARITY DONOR ADVISED: PROVIDE THERAPEUTIC SERVICES TO FORMERLY GANG-INVOLVED AND PREVIOUSLY INCARCERATED MEN & WOMEN. 20000 JUST VISION 1835 7TH STREET NW 110 WASHINGTON DC 20001 NONE PUBLIC CHARITY SUPPORT ISRAELI AND PALESTINIAN NON-VIOLENT CIVIC PEACE BUILDING THROUGH MEDIA (FILM & ON-LINE NEWS) AND EDUCATION. 30000 MULTITUDE FILMS CO WOMEN MAKE MOVIES 231 W 29TH ST STE 1006 NEW YORK NY 10001 NONE PUBLIC CHARITY SUPPORT PRODUCTION OF DOCUMENTARIES WITH SOCIAL CHANGE ORIENTATION AND IMPACT STRATEGY, BY AND ABOUT UNDERREPRESENTED VOICES. 10000 NEWGROUND A MUSLIM-JEWISH PARTNERSHIP FOR CHANGE 3183 WILSHIRE BLVD STE 196 C9 LOS ANGELES CA 90010 NONE PUBLIC CHARITY SUPPORT COMMUNITY BUILDING PROGRAMS THAT CREATE, CONNECT AND EMPOWER JEWISH AND MUSLIM CHANGE-MAKERS, ALSO THE WIDER COMMUNITY. DONOR ADVISED: CONTINUATION OF LA VOICE/SENIOR LEADERSHIP COHORT AND TRAINING OF ADDITIONAL FACILITATORS FOR PROGRAMS. 25000 NEW ISRAEL FUND 101 14TH ST SIXTH FLOOR WASHINGTON DC 20005 NONE PUBLIC CHARITY DONOR ADVISED: STANDING TOGETHER - SUPPORT JEWISH & ARAB ISRAELI ACTIVISTS WORKING TO PROMOTE MORE INCLUSIVE, EQUAL & SOCIALLY JUST SOCIETY FOR ALL. ALLIANCE FOR ISRAEL'S FUTURE - SUPPORT FELLOWSHIP PROGRAM FOR EMERGING JEWISH AND ARAB LEADERS WORKING TOGETHER TOWARD SHARED SOCIETY. 30000 PASADENA COMMUNITY ORCHESTRA PO BOX 92917 PASADENA CA 91109 NONE PUBLIC CHARITY SUPPORT COMMUNITY ORCHESTRA. 2000 PASADENA JEWISH TEMPLE & CENTER 1434 NORTH ALTADENA DR PASADENA CA 91107 NONE PUBLIC CHARITY PROVIDE FINANCIAL RESERVE FOR CANTOR'S DISCRETIONARY FUND. 17300 SARASA CHAMBER MUSIC ENSEMBLE 14 HIGH ST CAMBRIDGE MA 02138 NONE PUBLIC CHARITY BRING CHAMBER MUSIC TO CORRECTIONAL FACILITIES AND RETIREMENT HOMES. 13000 SUMMER SEARCH BOSTON 3840 WASHINGTON ST JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY PROVIDE LOW-INCOME HIGH SCHOOL STUDENTS WITH MENTORING, LIFE-CHANGING SUMMER EXPERIENCES, COLLEGE ADVISING AND ALUMNI SUPPORT. 13000 THE BLUE CARD 171 MADISON AVENUE STE 1405 NEW YORK NY 10016 NONE PUBLIC CHARITY PROVIDE FINANCIAL ASSISTANCE TO HOLOCAUST SURVIVORS IN NEED. 5000 325300 0 14 290 14 184263 14 196 18 108540 0 293289 0 293289 0 0 0 0 0 0 0 0 0 0 X X 1 RUTH WOLMAN 503 WEST PALM DRIVE PLACENTIA CA 92870 100000 X ACCOUNTING FEES 10536 7926 2610 ABBVIE INC COM 117658 278946 APPLE INC 37043 531768 AT&T INC 127937 129156 BANK OF AMER CORP 762139 408821 BRISTOL MYERS SQUIBB CO 76964 102620 CHARTER COMMUNICATIONS INC NEWCL A 4008 28374 CHEVRON CORP 86058 242385 COSTCO WHOLESALE CORP 48802 99012 DOW INC 6761 11681 ESCROW LEHMAN BROS HOLDINGS INC 52017 0 EXXON MOBIL CORP 80014 219956 HP INC 97650 150450 JOHNSON & JOHNSON COM 67080 156740 MERCK & CO INC NEW COM 5493 149030 MICROCHIP TECHNOLOGY INC 9593 54108 MORGAN STANLEY 49820 93250 NEXTERA ENERGY INC COM 15556 97184 NUCOR CORP 11682 46469 PROCTER & GAMBLE CO 50623 219810 SIMON PPTY GROUP INC SBI 98556 99848 SIRIUS XM HLDGS INC COM 40022 262560 STARWOOD PPTY TR INC 140194 174466 SUNCOR ENERGY INC NEW CAD 66513 83304 VERIZON COMMUNICATIONS INC 125434 124410 SL GREEN REALTY CORP 106648 56643 DUKE ENERGY CORP 53766 48520 ILLINOIS TOOL WORKS INC. 4881 15716 LINDE PLC EUR 8173 20535 WARNER BROS DISCOVERY INC. 39258 21189 CBRE CLARION GLOBAL REAL ESTAT AT COST 48547 43440 COHEN & STEERS INFRASTRUCTURE FUND INC AT COST 202182 215629 FT NASDAQ TECH DVD INDEX FUND ETF AT COST 121105 224315 ISHARES RUSSELL MIDCAP ETF AT COST 25050 45083 BNY MELLON TECHNOLOGY GROWTH FUND - CLASS I AT COST 112085 159125 GOLDMAN SACHS GQG PARTNERS INTERNATIONAL AT COST 120000 139018 JANUS HENDERSON FORTY FUND CLASS I SHARES AT COST 155042 243651 JANUS HENDERSON GLOBAL TECHNOLOGY FUND CLASS I AT COST 82412 128256 LOOMIS SAYLES GROWTH FUND CLASS Y AT COST 102799 134200 MFS GROWTH FUND CLASS I AT COST 106232 562518 MFS RESEARCH I AT COST 83837 234542 IMPAX SMALL CAP FUND AT COST 38578 44708 PGIM JENN HEALTH SCIENCES CL Z AT COST 177558 180254 PGIM JENNISON GROWTH CL Z AT COST 107060 177221 BROOKFIELD REAL ASSETS INC FD INC AT COST 26069 32012 NUVEEN REAL ASSET INCOME & GROWTH FD AT COST 132220 106875 INVESCO QQQ TRUST ETF AT COST 27119 81904 INV. MGT FEES 42548 42548 0 CENTURY TELE ENTERPRISES SETTLEMENT CREDIT 196 196 196 RUTH WOLMAN 503 WEST PALM DRIVE PLACENTIA CA 92870 CA REG. OF CHARITABLE TRUSTS 100 0 100 FED EXCISE TAX ON NET INV. INC. 1981 0 0 FOREIGN TAX 1374 1374 0