2026-09-24T11:04:18-04:00 2025-12-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 W OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 990PF 2025-01-01 306069840 LADY'S SECRET FOUNDATION % HOLTHOUSE CARLIN & VAN TRI LADY 3104704987 10430 WILSHIRE BLVD APT 1804 LOS ANGELES CA 900244655 JOYCE F KLEIN TRUSTEE TRUSTEE 3104704987 2026-11-16 true Atikah Bholat P00861904 3105661900 2026-11-16 2025 X 1087456 X 0 X 44899 44899 448 448 448 45347 45347 0 78 78 39 39 117 117 0 41530 41530 41647 117 41530 3700 45230 0 25523 37325 37325 8072 8072 8072 357330 356719 643819 70145 70127 56043 376013 375625 342197 7000 0 0 844083 847868 1087456 0 0 X 844083 847868 844083 847868 844083 847868 844083 3700 85 847868 847868 CAPITAL GAIN DIVIDENDS P 448 448 629 629 629 959 0 959 330 330 0 false false false false false false false true true CA true false false false false true N/A HOLTHOUSE CARLIN & VAN TRIGT 3105661900 11444 W OLYMPIC BLVD FL 11 LOS ANGELES CA 90064 false false false false false false false false false false false false false false false false false false false false false false JOYCE F KLEIN 10430 WILSHIRE BLVD APT 1804 LOS ANGELES CA 90024 TRUSTEE 1.0 0 0 0 0 0 1031338 38929 0 1070267 0 1070267 16054 1054213 52711 52711 629 629 52082 52082 52082 41530 0 0 0 0 41530 52082 0 2023 2022 2021 0 24557 2791 27348 41530 0 41530 0 10552 10552 16796 0 0 0 0 16796 14005 2791 JOYCE F KLEIN NONE X JVS SCHOLARSHIP PROGRAM 6505 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90048 NONE PC TO ASSIST YOUTH IN ACHIEVING THEIR FULL POTENTIAL THROUGH INNOVATIVE, IMPACTFUL PROGRAMS THAT FACILITATE LASTING MENTORING RELATIONSHIPS AND SUPPORT POSITIVE DEVELOPMENT. 5000 PLANNED PARENTHOOD 400 WEST 30TH ST LOS ANGELES CA 90007 NONE PC TO PROVIDE CONVENIENT AND AFFORDABLE ACCESS TO A COMPREHENSIVE RANGE OF QUALITY REPRODUCTIVE HEALTH CARE AND SEXUAL HEALTH INFORMATION, THROUGH PATIENT SERVICES, EDUCATION, AND ADVOCACY 5000 Harriett Buhai Center For Family Law 3250 Wilshire Blvd 710 Los Angeles CA 90010 NONE PC to protect victims of domestic violence and improve the well-being of children living in poverty. 5000 Rady Children's Hospital 3020 Childrens Way MC 5005 San Diego CA 92123 NONE PC TO HELP FUND THE HIGHEST QUALITY CARE, THE LATEST TECHNOLOGY, AND INNOVATIVE RESEARCH AT RADY CHILDREN'S. 5000 Vista Del Mar 3200 Motor Ave Los Angeles CA 90034 NONE PC to combat the growing social, emotional, and educational struggles our youth face 1000 Public Broadcasting Service (PBS) Foundation 1225 South Clark Street Arlington VA 22202 NONE PC For philanthropic support of public broadcasting and to ensure that PBS continues to be an excellent provider of outstanding programs and services. 500 St Jude Children's Research Hospital 201 Sandpointe Ave 300 Santa Ana CA 92707 NONE PC To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. 3000 MR HOLLAND'S OPUS FOUNDATION 4370 Tujunga AveSuite 330 STUDIO CITY CA 91604 NONE PC TO KEEP MUSIC IN SCHOOLS BY DONATING MUSICAL INSTRUMENTS TO UNDER-FUNDED MUSIC PROGRAMS, AND VITAL SUPPORT SERVICES TO SCHOOL DISTRICTS NATIONWIDE 2500 AMERICAN PARKINSON DISEASE ASSOCIATION PO Box 61420 Staten Island NY 10306 NONE PC To provide the support, education, research, and community that helps everyone impacted by Parkinson's disease live life to the fullest. 5000 Communities in Schools Los Angeles 2000 Ave of the Stars LOS ANGELES CA 90067 NONE PC TO PROVIDE STUDENTS THE TOOLS TO GRADUATE HIGH SCHOOL AND ESTABLISH A PATH TO REAL WORLD SUCCESS - COLLEGE, SKILLS AND WORKFORCE TRAINING. 2500 CHARITYWATCH PO Box 578460 CHICAGO IL 60657 NONE PC to maximize the effectiveness of every dollar contributed to charity by providing donors with the information they need to make more informed giving decisions 500 MEALS ON WHEELS OF WEST LA 343 SO CHURCH LANE LOS ANGELES CA 90067 NONE PC TO PROVIDE NUTRITIOUS MEALS AND FRIENDSHIP TO INDIVIDUALS WHO ARE UNABLE TO PLAN, SHOP, OR PREPARE MEALS FOR THEMSELVES DUE TO ILLNESS, DISABILITY, OR ADVANCED AGE. 500 Healdsburg Community Nursery School 444 First Street Healdsburg CA 95448 NONE PC to teach, inspire and nurture healthy children and families through a partnership of professional teachers, parents, and students. 1000 CALIFORNIA STATE PARKS FOUNDATION 235 Montgomery StreetSuite 1202 San Francisco CA 94104 NONE PC To protect and preserve the California state park system, for the benefit of all. 500 AARP Foundation 601 E St NW WASHINGTON DC 20049 NONE PC To strengthen financial resilience for and with older adults by empowering individuals and improving systems. 500 CROHN'S & COLITIS FOUNDATION 733 THIRD AVENUE SUITE 510 NEW YORK NY 10017 none PC to find cures for Crohn's disease and ulcerative colitis, and improve the quality of life of children and adults affected by these diseases. 2500 Give Lively Foundation Co Jscm 888 7th Avenue 40th Fl NEW YORK CITY NY 10106 NONE PC To build and support powerful and practical fundraising solutions that are free for nonprofits and intuitive for donors. 1530 41530 14 44899 448 45347 45347 false false false false false false false false false false STIFEL FINANCIAL CORP 5.2% 24167 19447 QEST CORP 6.5% 25248 18780 AT&T INC 5.35% 20712 17816 ABBOTT LABORATORIES 12188 62645 ABBVIE INC COM 13217 114245 AT&T INC 36195 37260 BRANDYWINE REALTY TR SBI NEW 16527 4380 HIGHWOODS PROPERTIES 16355 12910 INTEL CORP 9344 18450 JOHNSON & JOHNSON 29504 103475 KIMBERLY CLARK CORP 31950 50445 LEGGETT & PLATT INC 44059 22000 NATIONAL GRID PLC SPON ADR 21823 35426 PAYCHEX INC 15535 56090 PFIZER INC 8492 12450 SOUTHERN CO 18709 43600 VERIZON COMMUNICATIONS 54192 56615 DIVERSIFIED HEALTHCARE TR BEN 17547 3395 WARNER BROS DISCOVERY INC SER 11082 10433 ALERIAN MLP ETF AT COST 13372 11285 INVESCO ZACKS MULTI-ASSET INC AT COST 49321 61674 ISHARES INTL SELECT DIV ETF AT COST 20224 23670 ISHARES PREFERRED & INCOME S AT COST 72585 61920 KAYNE ANDERSON ENERGY INFRSTR AT COST 23478 12380 FT-PREFERRED SECUR & INC ETF AT COST 196645 171268 LOAN RECEIVABLE 7000 0 0 INVESTMENT EXPENSES 14 14 LICENSES FEES 25 25 CONTRIBUTIONS 85 FOREIGN TAX 78 78