2026-05-15T08:04:36-05:00 2025-12-31 274507046 FRANKEL LOUGHRAN STARR & VALLONE LLP-WA 7900 SE 28TH ST - STE 226 MERCER ISLAND WA 98040 990PF 2025-01-01 453452143 TAMARA L HARRIS FOUNDATION INC TAMA 9736228210 3336 LA CIENEGA BLVD SUITE 119 LOS ANGELES CA 90016 TAMARA L HARRIS OFFICER 9736228210 2026-05-13 1 MATTHEW J CARACH P01254777 2062754600 2026-05-14 2025 2025-03-06 01:10:19Z X 5508398 X 75 X 28 28 168789 168789 281651 3962828 281651 2834 0 453377 450468 0 0 0 492 0 492 26050 6513 19538 31805 31805 0 7838 1929 75 50 0 0 66235 40247 20105 270000 270000 336235 40247 290105 117142 410221 53539 298344 298344 65 65 65 23658 23658 4490221 2154107 3000496 0 2164756 2166019 0 19972 19816 4543760 4660902 5508398 0 0 X 0 0 0 0 4543760 4660902 4543760 4660902 4543760 4660902 4543760 117142 0 4660902 0 4660902 PUBLICLY TRADED SECURITIES P 3925719 3681177 244542 244542 CAPITAL GAIN DISTRIBUTIONS P 37109 37109 37109 281651 5702 0 5702 0 5702 2834 0 0 0 2834 X 0 2868 0 0 0 0 0 0 0 0 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 5214228 210581 0 5424809 0 0 5424809 81372 5343437 267172 267172 5702 5702 261470 0 261470 0 261470 290105 0 290105 261470 0 0 30442 30442 290105 0 0 0 261470 28635 0 0 59077 0 0 0 0 0 0 0 59077 30442 28635 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 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 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. 25000 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. 30000 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. 30000 GRIFFITH OBSERVATORY FOUNDATION 2800 EAST OBSERVATORY ROAD LOS ANGELES CA 90027 NONE PC CHARITABLE CONTRIBUTION - TO SUPPORT & PROMOTE THE GRIFFITH OBSERVATORY. 40000 INSTITUTE FOR ENTREPRENEURIAL LEADERSHIP INC 550 BROAD STREET NEWARK NJ 07102 NONE PC CHARITABLE CONTRIBUTION - TO SUPPORT ECONOMIC DEVELOPMENT THROUGH ENTREPRENEURSHIP. 100000 270000 0 14 28 14 168789 18 281651 PRIOR YEAR TAX OVERPAYMENT 01 2834 0 453302 0 453302 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREP FEES 26050 6513 19538 90,000 - AIR LEASE CORP NTS B/E 05.850% 121527 DTD120522 92586 92542 88,000 - AMERICAN HONDA FIN NTS 05.050% 071031 DTD071024 90487 90462 100,000 - BK OF AMER CORP B/E 02.972% 020433 DTD020422 91511 91583 90,000 - BROADCOM INC NTS B/E 04.600% 071530 DTD071125 91481 91512 95,000 - CADENCE DESIGN SYS INC 04.300% 091029 DTD091024 95505 95558 90,000 - CANADIAN IMPERIAL BANK 04.580% 090831 DTD090825 90708 90767 92,000 - CITIGROUP INC NTS B/E 4.412% 033131 DTD033120 92033 92052 92,000 - COMCAST CORP NTS B/E 04.150% 101528 DTD100518 92484 92489 86,000 - CPTL ONE FINL CORP NTS 06.377% 060834 DTD060823 92993 93101 86,000 - DTE ENERGY CO B/E 05.850% 060134 DTD050324 91789 91866 88,000- GENL MOTORS FINL CO INC 05.950% 040434 DTD040424 92198 92237 56,000 - GOLDMAN SACHS GROUP INC 01.431% 030927 DTD030821 55668 55715 100,000 - GOLDMAN SACHS GROUP INC 02.615% 042232 DTD042221 91255 91266 88,000 - HCA INC B/E 05.450% 091534 DTD081224 90622 90712 85,000 - MERCK & CO INC B/E 04.950% 091535 DTD090925 86421 86470 92,000 - META PLATFORMS INC NTS 04.600% 111532 DTD110325 92771 92864 20,000 - MICRON TECHNOLOGY INC 05.875% 020933 DTD020923 21276 21293 88,000 - MITSUBISHI UFJ FIN GRP 03.741% 030729 DTD030719 87279 87254 88,000 - MORGAN STANLEY 05.173% 011630 DTD011824 90441 90394 96,000 - ORACLE CORP NTS B/E 05.200% 092635 DTD092625 91957 92193 96,000 - PAYPAL HOLDINGS INC NTS 02.850% 100129 DTD092619 91963 92014 78,000 - SOUTHERN CALIF GAS CO 02.950% 041527 DTD031422 77110 77158 94,000 - US BANCORP B/E 3.000% 073029 DTD072919 90595 90566 92,000 - VICI PROPERTIES LP NTS 05.125% 051532 DTD042922 92497 92771 88,000 - WELLS FARGO & CO NTS B/E 05.574% 072529 DTD072523 91126 91180 13 - ASTRANA HEALTH INC 210 323 9 - CRISPR THERAPEUTICS 927 472 2,813 - AB LARGE CAP GROWTH ADVISOR 212239 317718 5,406 - COHEN & STEERS GLOBAL INFRASTRUCTURE 118831 131252 533 - COLUMBIA EM CORE EX-CHINA ETF 19825 20446 11,823 - DFA INTERNATIONAL CORE EQUITY 2 FUND CLASS I 145809 239891 8,808 - DFA US LARGE COMPANY FUND CLASS I 162221 399961 1,901 - DFA US SMALL CAP 61708 99383 197 - GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF 9544 9415 161 - INVESCO QQQ TRUST ETF 99174 98904 412 - INVESCO S&P 500 EQUAL WEIGHT 79559 78923 617 - INVESCO S&P 500 HIGH DIVID LOW VOLATILITY ETF 29817 29616 3,711 - ISHARES CORE MSCI EMERGING 242977 249453 73 - ISHARES CORE S&P 500 ETF 49850 50001 442 - SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 19835 19629 1,449 - STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 79485 79362 128 - STATE STREET INDL SELECT SECTOR SPDR ETF 19887 19855 490 - STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 19852 19771 242 - STATE STREET SPDR S&P BIOTECH ETF 29790 29507 212 - STATE STREET SPDR S&P DIVID ETF 29846 29502 339 - VANGUARD MID-CAP ETF 99496 98385 825 - VANGUARD S&P 500 ETF 303379 517382 228 - VANGUARD SMALL-CAP ETF 59665 58813 296 - VANGUARD TOTAL STOCK MKT ETF 99418 99240 1,588 - VANGUARD VALUE ETF (VTV) 160763 303292 50 - SPDR GOLD SHARES ETF AT COST 19972 19816 LEGAL FEES 492 0 492 SERVICE FEE AND CHECK FEE 50 0 0 PRIOR YEAR TAX OVERPAYMENT 2834 2834 SCHWAB MANAGEMENT FEES 30745 30745 0 UBS MANAGEMENT FEES 1060 1060 0 EXCISE TAX REFUND APPLIED 2834 0 0 FOREIGN TAXES WITHHELD 1929 1929 0 PY CA RRF-1 ANNUAL REGISTRATION RENEWAL FEE 75 0 75 PY TAX PAYMENT MADE IN CY 3000 0 0