2024-03-20T14:27:16-05:00 2023-12-31 954610626 KALLMANLOGAN & COMPANY LLP 125 S BARRINGTON PLACE LOS ANGELES CA 90049 990PF 2023-01-01 237007566 CHET & JON LAPPEN FOUNDATION DBA LAPPEN FAMILY FOUNDATION CHET 4242295742 865 VIA DE LA PAZ AVE 201 PACIFIC PALISADES CA 90272 JONATHAN LAPPEN TRUSTEE 4242295742 2024-03-20 1 JONATHAN LAPPEN 999009999 0 GREGG R WIND CPA P00037056 3109091900 2024-03-20 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2097318 X X 22083 22083 22083 230997 292181 230997 253080 253080 22083 0 0 0 0 100 100 0 0 2630 2630 0 0 16507 16507 0 0 25 0 0 25 1204 939 265 0 20466 20176 265 25 89652 89652 110118 20176 265 89677 142962 232904 21818 57456 55516 55516 609128 754030 2041802 666584 809546 2097318 0 0 X 783335 783335 0 0 -116751 26211 666584 809546 666584 809546 666584 142962 0 809546 0 809546 200 SH. ALPHABET INC P 2018-09-19 2023-09-20 27006 11694 15312 15312 150 SH. ALPHABET INC P 2014-06-19 2023-12-15 20083 4157 15926 15926 140 SH. APPLE INC P 2013-06-19 2023-01-24 19926 2118 17808 17808 110 SH. APPLE INC P 2013-06-19 2023-12-15 21775 1664 20111 20111 200 SH. ABBOTT LABORATORIES P 2002-05-29 2023-12-15 21403 1912 19491 19491 40 SH. COSTCO WHOLESALE CO P 2001-07-30 2023-01-24 19633 1693 17940 17940 35 SH. COSTCO WHOLESALE CO P 2001-07-30 2023-12-15 23136 1481 21655 21655 120 SH. JOHNSON & JOHNSON P 2008-11-13 2023-01-24 20220 7561 12659 12659 300 SH. JOHNSON & JOHNSON P 2008-11-13 2023-08-23 48971 17462 31509 31509 430 SH. JOHNSON & JOHNSON P 2008-11-13 2023-09-20 70028 11442 58586 58586 230997 0 3237 0 3237 0 3237 0 0 0 0 0 1 3238 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JONATHAN LAPPEN 4242295742 865 VIA DE LA PAZ AV PACIFIC PALISADES CA 90272 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREA LAPPEN 1225 WALNUT ST BERKELEY CA 94709 TRUSTEE 0.50 0 0 0 JONATHAN B LAPPEN 865 VIA DE LA PAZ AV PACIFIC PALISADES CA 90272 TRUSTEE 5.00 0 0 0 SALLY LAPPEN 1449 OXFORD ST BERKELEY CA 94709 TRUSTEE 0.50 0 0 0 TIMOTHY LAPPEN 1713 ELM AVENUE MANHATTAN BEACH CA 90266 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 UNSOLICITED DONATIONS TO VARIOUS PUBLIC CHARITIES- SEE PART XIV OF THIS RETURN 89652 0 1825087 61547 0 1886634 0 0 1886634 28300 1858334 92917 92917 3237 3237 89680 0 89680 0 89680 89677 0 89677 89680 0 0 40655 3068 5456 22684 71863 89677 0 0 0 89677 0 3 3 71860 0 0 0 0 0 0 0 71860 40652 3068 5456 22684 X 24TH STREET THEATRE 1117 W 24TH STREET LOS ANGELES CA 90007 N/A N/A CHARITY/GENERAL 1000 ALAMEDA COUNTY COMMUNITY FOOD BANK 7900 EDGEWATER DR OAKLAND CA 94621 N/A N/A CHARITY/GENERAL 2000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 N/A N/A CHARITY/GENERAL 500 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 N/A N/A CHARITY/GENERAL 500 BOYS & GIRLS CLUB OF SANTA MONICA 1238 LINCOLN BLVD SANTA MONICA CA 90401 N/A N/A PUBLIC CHARITY 5200 CALIFORNIA STATE PARKS FOUNDATION 33 NEW MONTGOMERY ST 520 SAN FRANCISCO CA 94105 N/A N/A CHARITY/GENERAL 1000 CAMPBELL HALL SCHOOL 4533 LAUREL CANYON BL NHOLLYWOOD CA 91607 N/A N/A CHARITY/GENERAL 4000 CENTER FOR CHILDHOOD 1900 AVENUE OF THE STARS 7TH FL LOS ANGELES CA 90067 N/A N/A CHARITY/GENERAL 23975 CHABAD OF PACIFIC PALISADES 17315 SUNSET BLVD PACIFIC PALISADES CA 90272 N/A N/A CHARITY/GENERAL 500 CHABAD OF PORTER RANCH 19043 RINALDI STREET PORTER RANCH CA 91326 N/A N/A CHARITY/GENERAL 1000 COLORADO ACADEMY 3800 S PIERCE ST DENVER CO 80235 N/A N/A CHARITY/GENERAL 2500 DOCTORS WITHOUT BORDERS 40 RECTOR ST NEW YORK NY 10006 N/A N/A PUBLIC CHARITY 1000 DOWNTOWN DOG RESCUE 1309 E 7TH STREET LOS ANGELES CA 90021 N/A N/A PUBLIC CHARITY 350 DYSTONIA MEDICAL RESEACH 1 E WACKER DR STE 1730 CHICAGO IL 60601 N/A N/A CHARITY/GENERAL 250 ELEPHANT SANCTUARY PO BOX 849 GALT CA 95632 N/A N/A CHARITY/GENERAL 1000 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 N/A N/A CHARITY/GENERAL 1500 GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON SAN FRANCISCO CA 94123 N/A N/A CHARITY/GENERAL 1000 HABITAT FOR HUMANITY 1071 SOUTH LA BREA AVENUE LOS ANGELES CA 90019 N/A N/A CHARITY/GENERAL 1000 HAWAI'I COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 N/A N/A CHARITY/GENERAL 1500 HIRSHBERG FOUNDATION 2990 S SEPULVEDA BLVD 300C LOS ANGELES CA 90064 N/A N/A CHARITY/GENERAL 1500 JANE GOODALL INSTITUTE 1595 SPRING HILL RD STE 550 VIENNA VA 22182 N/A N/A CHARITY/GENERAL 1000 KALW - PUBLIC RADIO 500 MANSELL ST SAN FRANCISCO CA 94134 N/A N/A CHARITY/GENERAL 500 KEHILLA COMMUNITY SYNAGOGUE 1300 GRAND AVE OAKLAND CA 94610 N/A N/A CHARITY/GENERAL 3000 KQED PUBLIC RADIO 2601 MARIPOSA ST SAN FRANCISCO CA 94110 N/A N/A CHARITY/GENERAL 1000 LA REGIONAL FOODBANK 1734 E 41ST ST LOS ANGELES CA 90058 N/A N/A CHARITY/GENERAL 5000 MADD 4629 WHITNEY 7 SACRAMENTO CA 95821 N/A N/A CHARITY/GENERAL 500 MARINE MAMMAL CENTER 2000 BUNKER RD SAUSALITO CA 94965 N/A N/A CHARITY/GENERAL 100 NATIONAL PARK CONSERVATION ASSOCIATION 777 6TH ST NW STE 700 WASHINGTON DC 20001 N/A N/A CHARITY/GENERAL 500 NATIONAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 N/A N/A CHARITY/GENERAL 1000 OAKLAND INTERFAITH 655 13TH STREET SUITE 301 OAKLAND CA 94612 N/A N/A CHARITY/GENERAL 250 PALESTINE CHILDREN'S RELIEF FUND PO BOX 861716 LOS ANGELES CA 90086 N/A N/A CHARITY/GENERAL 1250 PALM SPRINGS ART MUSEUM 101 MUSEUM DRIVE PALM SPRINGS CA 92262 N/A N/A CHARITY/GENERAL 1160 PD ACTIVE PO BOX 9246 BERKELEY CA 94709 N/A N/A CHARITY/GENERAL 500 PLANNED PARENTHOOD 518 GARDEN STREET SAN BARBARA CA 93101 N/A N/A CHARITY/GENERAL 2000 PSYCHOTHERAPY INSTITUTE 2232 CARLETON ST BERKELEY CA 94704 N/A N/A CHARITY/GENERAL 500 SAVE THE CHIMPS PO BOX 12220 FORT PIERCE FL 34979 N/A N/A CHARITY/GENERAL 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 N/A N/A CHARITY/GENERAL 1000 TEMPLE ISRAEL OF LONG BEACH 269 LOMA AVENUE LONG BEACH CA 90803 N/A N/A CHARITY/GENERAL 1500 THE PHILANTHROPIC INITATIVE 75 ARLINGTON STREET BOSTON MA 02116 N/A N/A CHARITY/GENERAL 2000 UCLA SCHOOL OF LAW 385 CHARLES E YOUNG DR E LOS ANGELES CA 90095 N/A N/A EDUCATION 2500 UNION OF CONCERNED SCIENTISTS 500 12TH STREET SUITE 340 OAKLAND CA 94607 N/A N/A EDUCATION 1000 UNIVERSITY HIGH EDUCATION FOUNDATION PO BOX 491953 LOS ANGELES CA 90049 N/A N/A CHARITY/GENERAL 4000 UNIVERSITY OF SOUTHERN CALIFORNIA 635 CHILDS WAY LOS ANGELES CA 90089 N/A N/A EDUCATION 1000 VAR ORGANIZED CHARITIES VAR CONTRIBS 250 SANTA MONICA CA 90403 N/A N/A CHARITY/GENERAL 5117 WORKING AMERICA EDUCATION FUND 815 16TH STREET NW WASHINGTON DC 20006 N/A N/A EDUCATION 1000 89652 0 14 22083 14 230997 0 253080 0 253080 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2630 2630 0 0 CHARLES SCHWAB-EQUITY INVESTS. 754030 2041802 LEGAL FEES 100 100 0 0 BROKERAGE-ADR/INVEST/OTHER FEES 11 11 0 0 FOREIGN TAXES 928 928 0 0 BANK CHARGES 265 0 265 0 INVESTMENT ADVISOR FEES 16507 16507 0 0 ANNUAL FILING FEES-STATE FORMS 25 0 0 25