2025-11-14T16:03:43-06:00 2024-12-31 954649521 MELONI HRIBAL TRATNER LLP 21600 OXNARD STREET 500 WOODLAND HILLS CA 91367 990PF 2024-01-01 826190843 LANCER FAMILY FOUNDATION LANC 8185873730 440 N RODEO DRIVE 3F BEVERLY HILLS CA 90210 HAROLD LANCER PRESIDENT 8185873730 2025-11-08 1 1 RITA GARCIA P01387585 8185873730 2025-11-08 2024 2025-03-06 01:10:19Z X 10867193 X 0 X 203083 203083 347315 2320558 347315 550398 550398 0 0 0 6173 6173 0 51499 51499 0 1027 1027 0 58699 58699 0 311275 311275 369974 58699 311275 180424 491699 7561 5924 5924 119574 77658 77658 7316635 7544688 10783611 7443770 7628270 10867193 10158 16406 10158 16406 X 0 0 0 0 7433612 7611864 7433612 7611864 7443770 7628270 7433612 180424 0 7614036 2172 7611864 MERRILL - PUBLICALLY TRADED P 2319931 1973243 346688 346688 CAPITAL GAINS DIVIDENDS P 627 627 627 347315 6835 0 6835 0 6835 37 0 9000 0 9037 92 2110 2110 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MELONI HRIBAL TRATNER LLP 8185873730 21600 OXNARD STREET SUITE 500 WOODLAND HILLS CA 91367 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD A LANCER 440 N RODEO DR 3F BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 10194692 133269 0 10327961 0 0 10327961 154919 10173042 508652 508652 6835 6835 501817 0 501817 0 501817 311275 0 311275 501817 306751 0 0 311275 306751 0 0 4524 0 0 0 0 0 0 0 0 497293 0 0 0 HAROLD A LANCER HAROLD A LANCER X BEHIND THE BLUE 8461 FARM ROAD STE 120-340 LAS VEGAS NV 89131 PC FOCUS EFFORTS TOWARDS ASSISSTING SOUTHERN NEVADA LAW ENFORCEMENT OFFICERS AND THEIR FAMILIERS WHO ARE DEALING WITH UNFORSEEN CATASTROPHIC HEALTH RELATED MATTERS. 50000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 021141101 PC PERSUE INNOVATIVE RESEARCH AND CLINICAL OPPORTUNITIES 4275 CLEVELAND CLINIC 9500 EUCLID AVENUE CLEVELAND OH 44195 PC SUPPORT BREAKTHROUGH RESEARCH, ADVANCE MEDICAL EDUCATION AND INNOVATE PATIENT CARE WORLDWIDE. 200000 BEVERLY HILLS POLICE FOUNDATION 464 NORTH REXFORD DRIVE BEVERLY HILLS CA 90210 PC TO PROVIDE RELIEF FUNDS TO THE EMPLOYEES AND FAMILIES OF THE BEVERLY HILLS POLICE DEPARTMENT IN THE EVENT OF DEATH, SERIOUS INJURY, CRITICAL ILLNESS OR WHEN NEED ARISES FROM ANY OTHER CATASTROPHIC CIRCUMSTANCES 50000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 PC TO PROVIDE SIMPLE CARE AND COMFORT ITEMS TO THE HOSPITAL BEDSIDES OF THE FIRST WOUNDED SERVICE MEMBERS RETURNING HOME FROM THE CONFLICTS OVERSEAS. 7000 311275 0 14 203083 18 347315 0 550398 0 550398 1 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6173 6173 0 ALPHABET INC SHS 120874 243440 AMAZON COM INC COM 84994 175731 AMERICAN BOND FD OF 216509 221382 AMPHENOL CORP CL A NEW 79764 114731 APPLE INC 170632 453010 BLACKROCK INC 100356 144541 BOSTON SCIENTIFIC CORP 80985 148628 BROADCOM INC 61458 165302 CONOCOPHILLIPS 30314 50775 COSTCO WHOLESALE CRP DEL 78705 173175 DIMENSIONAL US 128792 158353 ELI LILLY & CO 53593 94956 EXXON MOBIL CORP COM 138750 129299 FERRARI NV 55327 77746 FRT TRT VAL INDX 177566 209734 GUGGENHEIM TOTAL RETURN 216297 223076 HARTFORD STRATEGIC 187136 201324 HILTON WORLDWIDE 49823 93921 HOME DEPOT INC 88731 113196 HONEYWELL INTL INC DEL 54451 57602 ISHARES RUSSELL 1000 463830 913595 ISHARES RUSSELL 1000 301325 394142 JPMORGAN CHASE & CO 100540 190330 JPMORGAN INCOME 194378 202985 KENVUE INC 26103 27990 MCDONALDS CORP 78393 80300 MICROSOFT CORP 231880 416021 NETFLIX COM INC 53173 115872 NVIDIA 99525 384607 PALO ALTO NETWORKS INC 51373 90252 PARKER HANNIFIN CORP 72936 158371 PGIM TOTAL RETURN 171584 177652 PIMCO INCOME FUND CL 12 237644 244765 PIONEER BOND FUND 151042 155248 PROCTER & GAMBLE CO 108535 111823 PROGRESSIVE CRP OHIO 50503 105428 PROLOGIS INC 72160 74201 ROSS STORES INC COM 79043 90913 S&P GLOBAL INC 116718 137456 SCHLUMBERGER LTD 27790 25726 SERVICENOW INC 64903 126154 TESLA INC 48449 104191 UNION PACIFIC CORP 46528 51765 UNITED RENTALS INC COM 48163 70444 VANECK MORNINGSTAR WIDE 599838 956180 VANGUARD FTSE ALL WORLD 140857 143008 VANGUARD SMALL CAP 127063 168036 VISA INC CL A SHRS 126207 181407 WALMART INC 99553 175550 WELLTOWER INC 52853 80281 ZOETIS INC 77123 80976 ARISTOTLE CORE INCOME 178512 177032 COLUMBIA SHORT TERM BOND 133900 135146 FIRST TRUST RISING 74870 81199 PACER US CASH COWS100 199782 205644 ABBVIE INC SHS 124659 117637 AGNICO EAGLE MINES LTD 40040 49898 CENCORA INC 55875 53249 ENTERGY CORP NEW 81121 93865 HOWMET AEROSPACE INC 41737 81043 INTERCONTINENTAL 79622 76591 JOHNSON CONTROLS INTER 84543 87454 MARTIN MARIETTA MATLS 70628 60431 WSTN DIGITIAL CORP DEL 84330 78831 FMV OF DONATED PROPERTIES IN EXCESS OF BASIS 672 NON-DEDUCTIBLE TAX EXPENSES 1500 OTHER PAYABLES 10158 16406 MANAGEMENT FEES 51424 51424 0 TAX AND FEES 75 75 0 FOREIGN TAX 1027 1027 0