2025-10-03T00:12:59-05:00 2024-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990PF 2024-01-01 611438237 THE DMK FOUNDATION DMKF 3104770450 2708 WILSHIRE BLVD 268 SANTA MONICA CA 90403 WARD BUKOFSKY ASSISTANT SECRETARY 3104770450 2025-10-01 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-10-01 2024 2025-03-06 01:10:19Z X 23609863 X 1000646 4067 4067 500079 494294 677213 6311201 1382416 22 22 2182027 1880799 0 0 0 36500 18250 18250 177238 177238 0 377 377 0 30529 529 0 200 0 200 244844 196394 18450 1100000 1100000 1344844 196394 1118450 837183 1684405 9649 42749 42749 169931 114145 114145 871027 0 0 15764316 18636889 18636889 3819139 3519612 3519612 0 1296468 1296468 20634062 23609863 23609863 0 0 X 0 0 0 0 20634062 23609863 20634062 23609863 20634062 23609863 20634062 837183 2138816 23610061 198 23609863 UBS 2024-12-31 5500681 4817936 682745 682745 UBS - DONATED SECURITIES 2024-12-31 810520 110849 699671 699671 1382416 23413 0 23413 0 23413 13976 0 36500 0 50476 X 208 26855 26855 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MOSS ADAMS LLP 3104770450 2708 WILSHIRE BLVD 268 SANTA MONICA CA 90403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WARREN HEILBRONNER 2708 WILSHIRE BOULEVARD 268 SANTA MONICA CA 90403 SECRETARY 1.00 0 0 0 WARD BUKOFSKY 2708 WILSHIRE BOULEVARD 268 SANTA MONICA CA 90403 ASST. SECRETARY 1.00 0 0 0 DAVID E KELLEY 2708 WILSHIRE BOULEVARD 268 SANTA MONICA CA 90403 TRUSTEE 1.00 0 0 0 MICHELLE KELLEY 2708 WILSHIRE BOULEVARD 268 SANTA MONICA CA 90403 TRUSTEE 1.00 0 0 0 NONE 0 UBS FINANCIAL SERVICES 2000 AVENUE OF THE STARS NORTH 7TH FLOOR LOS ANGELES CA 90067 INVESTMENT MANAGEMENT FEES 177238 0 0 22070186 324747 0 22394933 0 0 22394933 335924 22059009 1102950 1102950 23413 23413 1079537 0 1079537 0 1079537 1118450 0 1118450 1079537 0 0 22398 24636 16629 57029 120692 1118450 0 0 0 1079537 38913 0 0 159605 0 0 0 0 0 0 0 159605 22398 24636 16629 57029 38913 DAVID E KELLEY MICHELLE KELLEY X BELMONT HILL SCHOOL INC 350 PROSPECT STREET BELMONT MA 02478 PC EDUCATIONAL SUPPORT 25000 BODYTRAFFIC 3435 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90010 PC DANCER FUND GRANT 50000 COLBY COLLEGE CHARITABLE TR 4120 MAYFLOWER HILL WATERVILLE ME 04901 PC EDUCATIONAL SUPPORT 100000 DAVID LYNCH FOUNDATION 228 EAST 45TH STREET 15TH FLOOR NEW YORK NY 10017 PC TO KEEP TRANSCENDENTAL MEDITATION ACCESSIBLE TO THOSE UNDER EXTREME STRESS AND TRAUMA. 150000 EARTH JUSTICE 180 STEUART ST 194330 SAN FRANCISCO CA 94105 PC GENERAL SUPPORT 25000 ENTERTAINMENT COMMUNITY FUND (FKA THE ACTORS' FUND OF AMERICA) 5757 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90036 PC FOSTER STABILITY AND RESILIENCY AND PROVIDE A SAFETY NET FOR INDIVIDUALS WHO CONTRIBUTE TO OUR COUNTRY'S CULTURAL VIBRANCY. 25000 ENVIRONMENTAL WORKING GROUP 1436 U STREET NW NO 100 WASHINGTON DC 20009 PC DRIVE CONSUMER CHOICE AND CIVIC ACTION 50000 GIFT OF LIFE MARROW REGISTRY 5901 BROKEN SOUND PARKWAY NW SUITE 600 BOCA RATON FL 33487 PC GENERAL SUPPORT 18000 GOOD SHEPHERD SHELTER CATHOLIC CHARITIES 1531 JAMES M WOOD BLVD LOS ANGELES CA 90015 PC SUPPORT HEALING AND EMPOWERMENT FOR MOTHERS AND CHILDREN AFFECTED BY DOMESTIC VIOLENCE 5000 INSTITUTE ON AGING 3575 GEARY BOULEVARD SAN FRANCISCO CA 94118 PC GENERAL SUPPORT 4000 LAGUNA DANCE FESTIVAL PO BOX 897 LAGUNA BEACH CA 92652 PC TO BRING DANCE TO AS MANY AS 3,000+ PER YEAR 25000 LIBERTY HILL FOUNDATION 915 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90017 PC GENERAL SUPPORT 50000 OCEAN DEFENDERS ALLIANCE 19744 BEACH BLVD BOX 446 HUNTINGTON BEACH CA 92648 PC TO AIM FOR A DEBRIS FREE SEA 50000 OCEANA 1025 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20036 PC TO RESTORE AND PROTECT OCEAN ABUDANCE 200000 PACIFIC SALMON FOUNDATION 320-1385 W 8TH AVE VANCOUVER BRITISH COLUMBIA CA V6H 3V9 PC PERCY WALKUS HATCHERY 25000 PRINCETON UNIVERSITY 701 CARNEGIE CENTER SUITE 445 PRINCETON NJ 08540 PC ANNUAL FUND 25000 PRINCETON UNIVERSITY 701 CARNEGIE CENTER SUITE 445 PRINCETON NJ 08540 PC HOBEY BAKER '14 HEAD MEN'S HOCKEY 30000 JABBERWOCKY THEATER COMPANCY 7657 MELROSE AVE LOS ANGELES CA 90046 PC JOHN FLYNN PREMIERE FUND 10000 THE FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION PO BOX 220 NEW YORK NY 10150 PC TO SUPPORT ALZHEIMER'S RESEARCH AND RAISE AWARENESS. 23000 THE HENRY STREET SETTLEMENT 265 HENRY ST NEW YORK NY 10002 PC PROVIDE HOPE AND OPPORTUNITY FOR NEW YORKERS IN NEED. 5000 THE SURFRIDER FOUNDATION PO BOX 73550 SAN CLEMENTE CA 92673 PC TO PROTECT THE WORLD'S OCEANS 25000 TOBIE'S SMALL DOG RESCUE 411 N CENTRAL AVENUE STE 600 GLENDALE CA 91203 PC GENERAL SUPPORT 5000 WILD SALMON CENTER 721 NW 9TH AVENUE NO 300 PORTLAND OR 972093446 PC TO PROMOTE THE CONSERVATION AND SUSTAINABLE USE OF WILD SALMON ECOSYSTEMS 175000 1100000 0 14 4067 14 500079 01 22 18 677213 0 1181381 0 1181381 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID E AND MICHELLE M KELLEY 2708 WILSHIRE BOULEVARD 268 SANTA MONICA CA 90403 1000646 X 1 2,432 SHARES - ISHARES RUSSEL 1000 GROWTH ETF (IWF) 1000646 2024-12-23 ACCOUNTING FEES 36500 18250 18250 UBS HOLDINGS 3519612 3519612 UBS HOLDINGS 18636889 18636889 UBS HOLDINGS AT COST 1296468 1296468 PRIOR PERIOD ADJUSTMENTS 198 FILING FEES 200 0 200 MISCELLANEOUS INCOME 22 22 22 UNREALIZED GAIN ON INVESTMENTS 2138816 INVESTMENT MANAGEMENT FEES 177238 177238 0 TAXES - FEDERAL 30000 0 0 TAXES - FOREIGN 529 529 0