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        <ContributingManagerNm>LINDA KATZ</ContributingManagerNm>
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          <RecipientFoundationStatusTxt>EOF</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>EDUCATIONAL / SCHOLARSHIPS</GrantOrContributionPurposeTxt>
          <Amt>10250</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CITY OF HOPE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1500 E DUARTE RD</AddressLine1Txt>
            <CityNm>DUARTE</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>91010</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>EOF</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>CANCER RESEARCH</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>GUIDE DOGS OF AMERICA</BusinessNameLine1Txt>
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          <RecipientUSAddress>
            <AddressLine1Txt>13445 GLENOAKS BLVD</AddressLine1Txt>
            <CityNm>SYLMAR</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>91342</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>TRAINING OF SEEING EYE DOGS FOR THE BLIND</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>FRIENDS OF THE DAVID SHELDRICK WILDLIFE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>25283 CABOT RD SUITE 101</AddressLine1Txt>
            <CityNm>LAGUNA HILLS</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>92653</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>ANIMAL RESCUE / REHABILITATION</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>BETA GAMMA SIGMA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>11814 BORMAN DRIVE</AddressLine1Txt>
            <CityNm>ST LOUIS</CityNm>
            <StateAbbreviationCd>MO</StateAbbreviationCd>
            <ZIPCd>63146</ZIPCd>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>EDUCATIONAL LEADERSHIP PROGRAMS</GrantOrContributionPurposeTxt>
          <Amt>250</Amt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>HOMES4FAMILIES</BusinessNameLine1Txt>
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          <RecipientUSAddress>
            <AddressLine1Txt>21031 VENTURA BLVD SUITE 610</AddressLine1Txt>
            <CityNm>WOODLAND HILLS</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>91364</ZIPCd>
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          <RecipientFoundationStatusTxt>EOF</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>VETERAN HOUSING</GrantOrContributionPurposeTxt>
          <Amt>9750</Amt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>JVS SO CALIF</BusinessNameLine1Txt>
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          <RecipientUSAddress>
            <AddressLine1Txt>6505 WILSHIRE BLVD 200</AddressLine1Txt>
            <CityNm>LOS ANGELES</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>90048</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>EOF</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SUPPORT FOR ISRAEL</GrantOrContributionPurposeTxt>
          <Amt>720</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>JERRY &amp; LINDA KATZ DONOR ADVISED FUND</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>8888 KEYSTONE CROSSING SUITE 1222</AddressLine1Txt>
            <CityNm>INDIANAPOLIS</CityNm>
            <StateAbbreviationCd>IN</StateAbbreviationCd>
            <ZIPCd>46240</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>SCHOLARSHIPS</GrantOrContributionPurposeTxt>
          <Amt>25022</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>AMERICAN HEART FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>4600 CAMPUS DRIVE</AddressLine1Txt>
            <CityNm>IRVINE</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>92617</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>250</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ELLIS ISLAND FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>17 BATTERY PARK SUITE 210</AddressLine1Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10004</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>EOF</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UNRESSTRICTED</GrantOrContributionPurposeTxt>
          <Amt>500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>JEWISH NATIONAL FUND</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>42 E 69TH ST</AddressLine1Txt>
            <CityNm>NEW YORK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10021</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>EOF</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>720</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>83237</TotalGrantOrContriPdDurYrAmt>
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        <IntOnSavAndTempCashInvstGrp>
          <ExclusionAmt>7</ExclusionAmt>
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        <DividendsAndInterestFromSecDtl>
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        <OtherInvestmentIncomeGrp>
          <ExclusionAmt>2</ExclusionAmt>
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        <GainSalesAstOthThanInvntryGrp>
          <RelatedOrExemptFunctionIncmAmt>176711</RelatedOrExemptFunctionIncmAmt>
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        <SubtotalsIncmProducingActyGrp>
          <UnrelatedBusinessTaxblIncmAmt>19</UnrelatedBusinessTaxblIncmAmt>
          <ExclusionAmt>14079</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>176711</RelatedOrExemptFunctionIncmAmt>
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        <TotalIncomeProducingActyAmt>190809</TotalIncomeProducingActyAmt>
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      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
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      <OtherExpensesScheduleGrp>
        <Desc>DUES</Desc>
        <RevenueAndExpensesPerBooksAmt>695</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>695</NetInvestmentIncomeAmt>
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      <OtherExpensesScheduleGrp>
        <Desc>MORGANSTANLEY</Desc>
        <RevenueAndExpensesPerBooksAmt>7587</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>7587</NetInvestmentIncomeAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>UBS</Desc>
        <RevenueAndExpensesPerBooksAmt>10085</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>10085</NetInvestmentIncomeAmt>
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    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="OtherIncomeSchedule2" softwareId="24020490" softwareVersionNum="2024v5.2">
      <OtherIncomeDetail>
        <RevenueAndExpensesPerBooksAmt>19</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>19</NetInvestmentIncomeAmt>
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      <OtherIncomeDetail>
        <Desc>Other Investment Income</Desc>
        <RevenueAndExpensesPerBooksAmt>2</RevenueAndExpensesPerBooksAmt>
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    <TaxesSchedule documentId="TaxesSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
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        <CategoryTxt>FOREIGN TAXES</CategoryTxt>
        <Amt>12</Amt>
        <NetInvestmentIncomeAmt>12</NetInvestmentIncomeAmt>
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      <TaxesDetail>
        <CategoryTxt>FOREIGN TAXES</CategoryTxt>
        <Amt>188</Amt>
        <NetInvestmentIncomeAmt>188</NetInvestmentIncomeAmt>
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      <TaxesDetail>
        <CategoryTxt>FRANCHISE TAX</CategoryTxt>
        <Amt>25</Amt>
        <NetInvestmentIncomeAmt>25</NetInvestmentIncomeAmt>
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    </TaxesSchedule>
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</Return>