2025-11-17T14:26:37-06:00 2024-12-31 274507046 FRANKEL LOUGHRAN STARR & VALLONE LLP-WA 7900 SE 28TH ST - STE 226 MERCER ISLAND WA 98040 990PF 2024-01-01 453452143 TAMARA L HARRIS FOUNDATION INC TAMA 9736228210 3336 LA CIENEGA BLVD SUITE 119 LOS ANGELES CA 90016 TAMARA L HARRIS OFFICER 9736228210 2025-11-16 1 1 MATTHEW J CARACH P01254777 2062754600 2025-11-12 2024 2025-03-06 01:10:19Z X 5109921 X 75 X 12 12 175254 175254 20631 773607 20631 2170 0 198142 195897 0 0 0 13673 0 13673 3975 994 2981 25303 24764 539 4328 2083 75 34 0 0 47313 27841 17268 190000 190000 237313 27841 207268 -39171 168056 85814 53539 53539 4497117 4490221 5056382 4582931 4543760 5109921 0 0 X 0 0 0 0 4582931 4543760 4582931 4543760 4582931 4543760 4582931 -39171 0 4543760 0 4543760 PUBLICLY TRADED SECURITIES P 721838 752976 -31138 -31138 CAPITAL GAIN DISTRIBUTIONS P 51769 51769 51769 20631 2336 0 2336 0 2336 2170 0 3000 0 5170 0 2834 2834 0 0 0 0 0 0 0 0 1 0 0 1 1 NJ CA 1 0 0 0 0 1 N/A TAMARA L HARRIS 9736228210 3336 LA CIENEGA BLVD SUITE 119 LOS ANGELES CA 900163115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TAMARA L HARRIS 3336 LA CIENEGA BLVD SUITE 119 LOS ANGELES CA 90016 TRUSTEE, PRESIDENT, AND TREASURER 1.00 0 0 0 SUSAN PENN 3336 LA CIENEGA BLVD SUITE 119 LOS ANGELES CA 90016 TRUSTEE 1.00 0 0 0 PAIGE ROBINSON 3336 LA CIENEGA BLVD SUITE 119 LOS ANGELES CA 90016 TRUSTEE AND SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 4976486 191910 0 5168396 0 0 5168396 77526 5090870 254544 254544 2336 2336 252208 0 252208 0 252208 207268 0 207268 252208 0 0 28677 46705 75382 207268 0 0 0 207268 0 44940 44940 30442 0 0 0 0 0 0 0 30442 30442 TAMARA L HARRIS X LOS ANGELES PHILHARMONIC ASSOCIATION 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 NONE PC CHARITABLE CONTRIBUTION - TO PERFORM, PRESENT, AND PROMOTE MUSIC IN ITS MANY VARIED FORMS AT THE HIGHEST LEVEL OF EXCELLENCE TO A LARGE & DIVERSE AUDIENCE. 10000 THE MUSEUM OF CONTEMPORARY ART INC 250 SOUTH GRAND AVENUE LOS ANGELES CA 90012 NONE PC CHARITABLE CONTRIBUTION - TO MAKE CONTEMPORARY ART ACCESSIBLE TO DIVERSE AUDIENCES- ESPECIALLY UNDERSERVED POPULATIONS BY EXPLORING THE ART OF OUR TIME AND ITS RELATIONSHIP TO A BROADER CULTURAL CONTEXT. 10000 CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION 18111 NORDHOFF STREET NORTHRIDGE CA 913308296 NONE PC CHARITABLE CONTRIBUTION - TO SUPPORT AND ENHANCE THE VISION, MISSION, AND VALUES OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. 10000 PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA 2900 WEST ALAMEDA AVE 500 BURBANK CA 91505 NONE PC CHARITABLE CONTRIBUTION - TO STRENGTHEN THE CIVIC FABRIC OF SOUTHERN CALIFORNIA, SHARE DISTINCTIVE PERSPECTIVE WITH THE REST OF THE NATION, AND PROVIDE THE COMMUNITY WITH AN ESSENTIAL CONNECTION TO A WIDER WORLD. 10000 CORPORATE COUNSEL WOMEN OF COLOR INC RADIO CITY STATION PO BOX 2095 NEW YORK NY 101012095 NONE PC CHARITABLE CONTRIBUTION - TO PROMOTE AND ADVANCE THE PROFESSIONAL DEVELOPMENT OF MINORITY WOMEN IN THE LEGAL PROFESSION. 15000 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8TH ST MARC 531 MIAMI FL 331992516 NONE PC CHARITABLE CONTRIBUTION - TO ENCOURAGE, SOLICIT, RECEIVE, AND ADMINISTER GIFTS AND BEQUESTS OF PROPERTY AND FUNDS FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES FOR FIU AND ITS OBJECTIVES. 35000 INSTITUTE FOR ENTREPRENEURIAL LEADERSHIP INC 550 BROAD STREET NEWARK NJ 07102 NONE PC CHARITABLE CONTRIBUTION - TO SUPPORT ECONOMIC DEVELOPMENT THROUGH ENTREPRENEURSHIP. 100000 190000 0 14 12 14 175254 18 20631 PRIOR YEAR TAX OVERPAYMENT 01 2170 0 198067 0 198067 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREP FEES 3975 994 2981 13 - ASTRANA HEALTH INC 210 410 9 - CRISPR THERAPEUTICS 927 354 12,034 - AMERICAN FUNDS BOND FUND 138500 134062 42,861 - BLACKROCK STRAT INCM 425975 405894 47,284 - DOUBLELINE TOTAL RETURN 501825 409949 27,872 - PIMCO INCOME INSTL 316868 293210 20,710 - RIVERNORTH DOUBLELINE 213146 181835 46,502 - SCHWAB US AGGREGATE BOND 407068 408287 21,039 - TCW EMRG MKTS INCM FD CL 168368 136124 2,564 - AB LARGE CAP GROWTH ADVISOR 183974 280511 4,975 - COHEN & STEERS GLOBAL INFRASTRUCTURE 108455 114434 19,287 - DFA INTL CORE EQTY PORT 243402 297402 8,371 - DFA LARGE CAP INTL PORT 175550 223761 8,711 - DFA US LARGE COMPANY 158082 339634 3,415 - DFA US SMALL CAP PORT 125783 167116 18,081 - DOUBLELINE SHILLER ENHANCED 270437 276815 8,392 - FULLER & THALER BEHAVIOR 296052 377472 8,985 - GOLDMAN SACHS GQG PTNRS 145083 175745 3,666 - ISHARES CORE MSCI 240396 191459 613 - VANGUARD S&P 500 (VOO) 179150 330093 1,842 - VANGUARD VALUE ETF (VTV) 190970 311815 LEGAL FEES 13673 0 13673 SERVICE FEE AND CHECK FEE 34 0 0 PRIOR YEAR TAX OVERPAYMENT 2170 2170 SCHWAB MANAGEMENT FEES 24764 24764 0 REGISTERED AGENT FEE 539 0 539 EXCISE TAX REFUND APPLIED 2170 0 0 CHARLES SCHWAB - FOREIGN TAXES 2083 2083 0 PY CA RRF-1 ANNUAL REGISTRATION RENEWAL FEE 75 0 75