2025-05-08T11:25:45-05:00 2024-12-31 203250475 ESMOND & ASSOCIATES INC 23901 CALABASAS RD SUITE 1010 CALABASAS CA 91302 990PF 2024-01-01 460493067 THE KATZ FAMILY FOUNDATION KATZ 3102478191 10877 WILSHIRE BLVD 1110 LOS ANGELES CA 90024 TODD KATZ SECRETARY 3102478191 2025-05-05 1 0 LENNY ESMOND CPA P00037472 8186102900 2025-05-05 2024 2025-03-06 01:10:19Z X 16166941 X 10000 549836 549836 549836 146289 143146 146289 159460 2320274 159460 865585 852442 696125 0 0 0 0 9400 0 0 0 5378 5253 0 0 9115 0 0 0 31419 25227 0 0 55312 30480 0 0 997115 997115 1052427 30480 0 997115 -186842 821962 696125 340082 332316 332316 10231494 9976742 9825904 4721940 4816022 6008721 15293516 15125080 16166941 0 0 X 0 0 0 0 15293516 15125080 15293516 15125080 15293516 15125080 15293516 -186842 18406 15125080 0 15125080 BOND SALES - JP MORGAN 2024-11-01 1737161 1667640 69521 69521 PUBLICLY TRADED SECURITIES - NORTHWESTERN MUTUAL 2022-11-16 2024-07-02 15095 14743 352 352 PUBLICLY TRADED SECURITIES - NORTHWESTERN MUTUAL 2024-08-07 563755 478431 85324 85324 CAPITAL GAINS DIVIDENDS P 4263 4263 4263 159460 352 11425 0 11425 0 11425 12359 0 0 0 12359 0 934 934 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JACK BAN 3102478191 10877 WILSHIRE BLVD SUITE 1110 LOS ANGELES CA 90024 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD KATZ 10877 WILSHIRE BLVD SUITE 1110 LOS ANGELES CA 90024 PRESIDENT, CFO 2.00 0 0 0 RANDY KATZ 10877 WILSHIRE BLVD SUITE 1110 LOS ANGELES CA 90024 DIRECTOR 1.00 0 0 0 TODD KATZ 10877 WILSHIRE BLVD SUITE 1110 LOS ANGELES CA 90024 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 14995252 457648 0 15452900 0 0 15452900 231794 15221106 761055 761055 11425 11425 749630 0 749630 0 749630 997115 0 997115 749630 618472 0 0 997115 618472 0 0 378643 0 0 0 0 0 0 0 0 370987 0 0 0 RONALD KATZ X COLLINS & KATZ FAMILY YMCA 1466 S WESTGATE AVENUE LOS ANGELES CA 90025 NONE PUBLIC CHARITY DOMESTIC NEEDS 21000 DUKE UNIVERSITY 2138 CAMPUS DRIVE DURHAM NC 27708 NONE PUBLIC CHARITY EDUCATION 500 HARVARD-WESTLAKE 700 N FANING RD LOAS ANGELES CA 90077 NONE PUBLIC CHARITY EDUCATION 500 HOLOCAUST MUSEUM LA 100 THE GROVE DRIVE LOS ANGELES CA 90036 NONE PUBLIC CHARITY DOMESTIC NEEDS 1000 JUSTIN TURNER FOUNDATION 13273 FIJI WAY UNIT 101 MARINA DEL REY CA 90292 NONE PUBLIC CHARITY DOMESTIC NEEDS 1000 LOS ANGELES JEWISH HOME FOR THE AGING 7150 TAMPA AVENUE RESEDA CA 91335 NONE PUBLIC CHARITY DOMESTIC NEEDS 250 NAISMITH MEMORIAL BASKETBALL HALL OF FAME 1000 HALL OF FAME AVE SPRINFIELD MA 01105 NONE PUBLIC CHARITY EDUCATION 3333 NEW HYTES PO BOX 2928 NEW HAVEN CT 06515 NONE PUBLIC CHARITY DOMESTIC NEEDS 1000 NORTH VALLEY YMCA 11336 CORBIN AVENUE NORTHRIDGE CA 91326 NONE PUBLIC CHARITY DOMESTIC NEEDS 4000 ONE SEA STAR 2911- 4TH STREET 1115 SANTA MONICA CA 90405 NONE PUBLIC CHARITY DOMESTIC NEEDS 500 RETT SYNDROME RESEARCH TRUST 67 UNDER CLIFF RD TRUMBULL CT 06611 NONE PUBLIC CHARITY RESEARCH 1000 SAN FRANCISCO PUBLIC PRESS 44 PAGE STREET 504 SAN FRANCISCO CA 94102 NONE PUBLIC CHARITY DOMESTIC NEEDS 500 STEPHEN S WISE TEMPLE 15500 STEPHEN S WISE DRIVE LOS ANGELES CA 90077 NONE PUBLIC CHARITY RELIGIOUS 68405 SUGAR & STILETTOS CHARITABLE FOUNDATION 269 S BEVERLY DRIVE SUITE 338 BEVERLY HILLS CA 90212 NONE PUBLIC CHARITY DOMESTIC NEEDS 250 THE JEWISH FEDERATION 6505 WILSHIRE BLVD LOS ANGELES CA 90048 NONE PUBLIC CHARITY DOMESTIC NEEDS 5000 THE LEUKEMIA & LYMPHOMA SOCIETY 757 WESTWOOD PLAZA LOS ANGELES CA 90095 NONE PUBLIC CHARITY RESEARCH 1000 THE UCLA FOUNDATION 10920 WILSHIRE BLVD SUITE 900 LOS ANGELES CA 90024 NONE PUBLIC CHARITY EDUCATION 316500 THE UCLA FOUNDATION - WOODEN ATHLETIC FUND 405 HILGARD AVENUE LOS ANGELES CA 90099 NONE PUBLIC CHARITY DOMESTIC NEEDS 45300 TOWER CANCER RESEARCH FOUNDATION 8767 WILSHIRE BLVD SUITE 401 BEVERLY HILLS CA 90211 NONE PUBLIC CHARITY RESEARCH 18500 UCLA'S JONSSON COMPREHENSIVE CANCER CENTER PO BOX 951781 LOS ANGELES CA 90095 NONE PUBLIC CHARITY RESEARCH 26000 WISE READERS TO LEADERS 15500 STEPHEN S WISE DRIVE LOS ANGELES CA 90077 NONE PUBLIC CHARITY DOMESTIC NEEDS 5000 YALE UNIVERSITY PO BOX 208241 NEW HAVEN CT 06520 NONE PUBLIC CHARITY EDUCATION 68727 YMCA OF METROPOLITAN LOS ANGELES 625 S NEW HAMPSHIRE AVENUE LOS ANGELES CA 90005 NONE PUBLIC CHARITY DOMESTIC NEEDS 400500 LONE WARRIOR FOUNDATION 2357 JADESTONE COURT JACKSONVILLE FL 32246 NONE PUBLIC CHARITY DOMESTIC NEEDS 1200 LOS ANGELES JEWISH HEALTH 7150 TAMPA AVENUE RESEDA CA 91335 NONE PUBLIC CHARITY DOMESTIC NEEDS 150 PAUL S VENEKLASEN RESEARCH FOUNDATION 11623 TALAUD STREET CYPRUS CA 90630 NONE PUBLIC CHARITY RESEARCH 5000 NO KID HUNGRY PO BOX 715475 PHILADELPHIA PA 19171 NONE PUBLIC CHARITY DOMESTIC NEEDS 500 UCSF FOUNDATION PO BOX 45339 SAN FRANCISCO CA 94145 NONE PUBLIC CHARITY EDUCATION 500 997115 0 14 549836 14 146289 18 159460 0 855585 0 855585 0 0 0 0 0 0 0 0 0 0 X X 1 RONALD A KATZ 10877 WILSHIRE BLVD SUITE 1110 LOS ANGELES CA 90024 10000 X ACCOUNTING 9400 0 0 0 VARIOUS PUBLICALY TRADED STOCK HOLDINGS 4816022 6008721 0 0 9976742 9825904 OFFICE SUPPLIES & EXPENSES 168 0 0 0 OVERHEAD 3000 0 0 0 INVESTMENT FEES 25227 25227 0 0 MEALS 3014 0 0 0 BANK SERVICE CHARGES 10 0 0 0 CAPITAL LOSS BOOK/TAX DIFFERENCE 18406 LICENSES 125 0 0 0 FOREIGN TAXES 5253 5253 0 0