2025-11-12T15:45:32-06:00 2024-12-31 TAXPAYERS QUALIFY FOR THE IRS AND FTB TAX RELIEF FOR TAXPAYERS IMPACTED BY WILDFIRES IN CALIFORNIA. 953661421 UNITED STATES X ADVISORS CALIFORNIA LLC 12100 WILSHIRE BLVD SUITE 1150 LOS ANGELES CA 90025 990PF 2024-01-01 811934120 THE ALLEN & DARIAN SHAPIRO FOUNDATION ALLE 3108262060 12100 WILSHIRE BLVD 1150 LOS ANGELES CA 90025 ALLEN SHAPIRO PRESIDENT 3108262060 2025-11-11 1 1 NANCY ASAKURA P01267977 3108262060 2024 2025-03-06 01:10:19Z X 899058 X 154920 5716 5716 27184 27184 88314 300240 88314 276134 121214 0 0 0 153 0 0 75 0 0 59456 59422 0 59684 59422 0 97600 97600 157284 59422 97600 118850 61792 8877 13628 13628 101105 167908 167908 2400 2400 50843 0 0 411684 366921 617456 0 97666 97666 572509 648523 899058 0 0 X 572509 648523 572509 648523 572509 648523 572509 118850 0 691359 42836 648523 1 SH AMGEN 2016-04-11 2024-06-24 315 7 308 308 79 SH AMGEN 2016-04-11 2024-06-24 24884 532 24352 24352 SCHWAB GOVERNMENT MONEY 2024-05-20 2024-09-11 50000 50000 0 0 52,000 SH US TREASURY 2023-08-10 2024-01-11 52000 52000 0 0 53,000 SH US TREASURY 2024-01-22 2024-05-20 53000 53000 0 0 55,000 SH US TREASURY 2024-06-18 2024-12-12 55000 55000 0 0 206 SH AMGEN 2016-04-11 2024-05-03 65041 1387 63654 63654 88314 859 0 859 0 859 1127 0 0 0 1127 0 268 268 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A THE ALLEN AND DARIAN SHAPIRO FOUNDATION 3108262060 12100 WILSHIRE BLVD 1150 LOS ANGELES CA 90025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEN SHAPIRO 12100 WILSHIRE BLVD STE 1150 LOS ANGELES CA 90025 CHIEF EXECUTIVE OFFICER 0.00 0 0 0 MICHAEL MAHAN 12100 WILSHIRE BLVD STE 1150 LOS ANGELES CA 90025 SECRETARY 0.00 0 0 0 ALLEN SHAPIRO 12100 WILSHIRE BLVD STE 1150 LOS ANGELES CA 90025 CHIEF FINANCIAL OFFICER 0.00 0 0 0 NONE 0 NONE 0 0 796358 136363 0 932721 0 0 932721 13991 918730 45937 45937 859 859 45078 0 45078 0 45078 97600 0 97600 45078 0 0 28688 15241 52811 96740 97600 0 0 0 45078 52522 0 0 149262 0 0 0 0 0 0 0 149262 28688 15241 52811 52522 ALLEN SHAPIRO X JEWISH COMMUNITY FOUNDATION OF THE JEWISH FEDERATION COUNCIL OF GR LA 6505 WILSHIRE BLVD SUITE 1200 LOS ANGELES CA 90048 N/A PUBLIC CHARITY GENERAL CHARITABLE 17600 BURNING MAN PROJECT 660 ALABAMA ST SAN FRANCISCO CA 94110 N/A PUBLIC CHARITY GENERAL CHARITABLE 15000 YOUNG EISNER SCHOLARS PO BOX 3085 INGLEWOOD CA 90304 N/A PUBLIC CHARITY GENERAL CHARITABLE 25000 THE PEOPLE'S MUSIC SCHOOL 931 W EASTWOOD AVENUE CHICAGO IL 60640 N/A PUBLIC CHARITY GENERAL CHARITABLE 15000 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 N/A PUBLIC CHARITY GENERAL CHARITABLE 10000 OXFAM AMERICA 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 N/A PUBLIC CHARITY GENERAL CHARITABLE 10000 HILLCREST COUNTRY CLUB CHARITABLE FUND 10000 PICO BLVD LOS ANGELES CA 90064 N/A PUBLIC CHARITY GENERAL CHARITABLE 5000 97600 0 14 5716 14 27184 18 88314 0 121214 0 121214 3 OTHER 4 OTHER 8 OTHER 0 0 0 0 0 0 0 0 0 0 X X 1 ALLEN SHAPIRO 12100 WILSHIRE BLVD SUITE 1150 LOS ANGELES CA 90025 154920 X INVESTMENT 366921 617456 INVESTMENT IN BROWN SUGAR BOURBON AT COST 97666 97666 LEGAL FEES 153 0 0 CHANGE IN UNREALIZED GAIN 42836 FILING FEES 20 0 0 FEDERAL EXCISE TAX 1127 0 0 FEDERAL EXCISE TAX - REFUND -1127 0 0 ROYALTY LOSS FROM K-1 - BROWN SUGAR BOURBON 59422 59422 0 N/D EXPENSES FROM K-1 - BROWN SUGAR BOURBON 14 0 0 STATE TAXES 75 0 0