2014-05-13T16:03:56-05:00 2013-12-31 952483169 JESS S MORGAN & COMPANY INC 5900 WILSHIRE BLVD SUITE 2300 LOS ANGELES CA 90036 990PF 2013-01-01 954279684 THE JESS AND PALMA MORGAN FOUNDATION JESS 3236342400 5900 WILSHIRE BOULEVARD SUITE 2300 LOS ANGELES CA 90036 SUSAN J OLLWEILER SECRETARY 3236342400 2014-05-12 1 TIMOTHY D BODNER P00396713 3236342400 2013 2015-12-30 17:16:21Z X 143109 X 96961 1 935 935 32976 56210 32976 130873 33911 0 0 0 72 12 0 72 12 0 106550 106550 106622 12 106550 24251 33899 58887 2275 2275 45018 75600 75600 0 50281 65234 103905 128156 143109 0 0 X 0 0 0 0 103905 128156 103905 128156 103905 128156 103905 24251 0 128156 0 128156 FIRST TRUST ADVISORS P 2013-05-31 2013-05-31 195 195 195 20SHS ISHARES RUSSELL 3000 P 2013-03-07 2013-06-06 1904 1842 62 62 7SHS ISHARES US INDUSTRIAL P 2013-03-07 2013-08-08 614 568 46 46 10SHS SELECT SECTOR SPDR HEALTHCARE P 2013-03-07 2013-08-08 502 447 55 55 11SHS SELECT SECTOR SPDR CONS STPLS P 2013-03-07 2013-08-08 449 426 23 23 10SHS SPDR TECHNOLOGY SECTOR P 2013-03-07 2013-08-08 313 304 9 9 100SHS ISHARES RUSSELL 3000 P 2013-03-07 2013-08-12 2116 1934 182 182 100SHS AMGEN, INC P 1990-01-17 2013-12-06 11398 5414 5984 5984 100SHS CELGENE CORP P 2011-02-01 2013-12-06 16544 5940 10604 10604 300SHS GILEAD SCIENCES, INC P 2010-05-28 2013-12-06 22175 6359 15816 15816 32976 0 142000 59888 2.371093 20245 35284 0.573773 52068 71356 0.729693 40354 104985 0.384379 64558 220017 0.293423 4.352361 0.870472 78164 68040 339 68379 106550 X 339 0 339 0 339 0 339 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JESS S MORGAN COMPANY INC 3236342400 5900 WILSHIRE BLVD SUITE 2300 LOS ANGELES CA 900363697 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PALMA S MORGAN 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 PRESIDENT & DIRECTOR 0.00 0 0 0 GARY LEVENSTEIN 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 CFO & DIRECTOR 0.00 0 0 0 SUSAN J OLLWEILER 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 SECRETARY & DIRECTOR 0.00 0 0 0 GENE TORNCELLO 5900 WILSHIRE BLVD 2300 LOS ANGELES CA 90036 VICE PRESIDENT & DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 33156 46198 0 79354 0 0 79354 1190 78164 3908 3908 339 339 3569 0 3569 0 3569 106550 0 106550 339 106211 3569 0 0 53681 35167 48772 18591 139006 295217 106550 0 0 0 3569 102981 0 0 398198 0 0 0 0 0 0 53681 344517 35167 48772 18591 139006 102981 PALMA S MORGAN PAMLA S MORGAN 5900 WILSHIRE BLVD SUITE 2300 LOS ANGELES CA 90036 3236342400 APPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSE NONE NONE FOOTHILL PRESBYTERIAN HOSPITAL 1115 S SUNSET AVE WEST COVINA CA 91790 NONE PUBLIC CHARITY GENERAL 25000 FEED THE CHILDREN PO BOX 36 OKLAHOMA CITY OK 73101 NONE PUBLIC CHARITY GENERAL 250 UCLA FOUNDATION 924 WESTWOOD BLVD SUITE 1000 LOS ANGELES CA 90024 NONE PUBLIC CHARITY GENERAL 10000 ST PAUL THE APOSTLE PARISH 10750 OHIO AVENUE LOS ANGELES CA 90024 NONE PUBLIC CHARITY GENERAL 250 STANDFORD GRADUATE SCHOOL OF BUSINESS 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY GENERAL 50000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PUBLIC CHARITY GENERAL 50 USC - MARSHALL SCHOOL OF BUSINESS CITIGROUP CENTER LOS ANGELES CA 900898201 NONE PUBLIC CHARITY GENERAL 20000 THE CHURCH OF THE GOOD SHEPHERD 505 N BEDFORD DR BEVERLY HILLS CA 90210 NONE PUBLIC CHARITY GENERAL 1000 106550 STANDFORD GRADUATE SCHOOL OF BUSINESS 326 GALVEZ STREET STANFORD CA 943056105 NONE PUBLIC CHARITY GENERAL 100000 USC - MARSHALL SCHOOL OF BUSINESS CITIGROUP CENTER LOS ANGELES CA 900898201 NONE PUBLIC CHARITY GENERAL 40000 140000 14 1 14 935 18 32976 0 33912 0 33912 0 0 0 0 0 0 0 0 0 0 X X 1 PALMA S MORGAN 5900 WILSHIRE BLVD STE 2300 LOS ANGELES CA 90036 8122 X 2 PALMA S MORGAN 5900 WILSHIRE BLVD STE 2300 LOS ANGELES CA 90036 7722 X 3 PALMA S MORGAN 5900 WILSHIRE BLVD STE 2300 LOS ANGELES CA 90036 7292 X 4 PALMA S MORGAN 5900 WILSHIRE BLVD STE 2300 LOS ANGELES CA 90036 3825 X 5 PALMA S MORGAN 5900 WILSHIRE BLVD STE 2300 LOS ANGELES CA 90036 70000 X 1 150SHS AMGEN, INC 17118 2013-12-06 2 130SHS CELGENE CORP 21636 2013-12-06 3 344SHS GILEAD SCIENCES, INC 25453 2013-12-06 4 325SHS ISHARES US HOME CONSTRUCTION 7348 2013-12-06 CORPORATE STOCK 50281 65234 FRANCHISE TAX BOARD 60 0 0 FOREIGN TAXES 12 12 0