2024-05-13T17:10:20-07:00 2023-12-31 201816369 POSADA ADELMAN INC 14011 Ventura Blvd Suite 221 Sherman Oaks CA 91423 990PF 2023-01-01 953311102 RICHARD C SEAVER 1978 TRUST RICH 3109790298 12400 WILSHIRE BLVD 1240 LOS ANGELES CA 90025 Victoria S Dean Trustee 2024-05-14 true Victoria S Dean 999009999 true Deborah A Posada CPA CFP P00116463 8189869720 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 27786499 X X 2457 2457 700180 700180 748441 2112953 748441 1451078 1451078 8012 7912 102498 102498 110510 110410 0 1300000 1300000 1410510 110410 1300000 40568 1340668 188174 86733 86733 411892 414335 17693930 17436069 27258734 16225 26697 26697 17898329 17961391 27786499 0 X 17898329 17961391 17898329 17961391 17898329 17961391 17898329 40568 22494 17961391 17961391 Schwab #1402 ST Covered P 2023-01-01 2023-12-31 109080 131108 -22028 -22028 Schwab #1402 LT Covered P 2022-01-01 2023-12-31 1504277 1179950 324327 324327 Schwab #1402 LT non Covered P 2022-01-01 2023-12-31 497736 53454 444282 444282 SCHWAB #1402 LT CAPITAL GAIN DISTRIBUTIO P 2022-01-01 2023-12-31 1860 1860 1860 748441 18635 18635 18635 12369 12369 X 235 6501 0 false false false false false false false true true CA true false false false false true N/A VICTORIA DEAN 3109790298 12400 WILSHIRE BLVD LOS ANGELES CA 90025 false false false false false false false false false false false false false false false false false false false false false false Victoria S Dean 12400 Wilshire Blvd Ste 1240 Los Angeles CA 90025 Trustee 0.00 0 R Carlton Seaver 12400 Wilshire Blvd Ste 1240 Los Angeles CA 90025 Trustee 0.00 0 Patrick T Seaver 12400 Wilshire Blvd Ste 1240 Los Angeles CA 90025 Trustee 0.00 0 Christopher Seaver 12400 Wilshire Blvd Ste 1240 Los Angeles CA 90025 Trustee 0.00 0 Martha Seaver 12400 Wilshire Blvd Ste 1240 Los Angeles CA 90025 Trustee 0.00 0 NONE CORNERSTONE CAPITAL INC 200 HOMER AVE PALO ALTO CA 94301 INVESTMENT ADVISORY 102498 26130286 521398 0 26651684 0 26651684 399775 26251909 1312595 1312595 18635 18635 1293960 1293960 1293960 1300000 1300000 1293960 51248 73659 306075 430982 1300000 0 1293960 6040 437022 0 51248 385774 73659 306075 6040 X Delta College 5151 Pacific Ave Stockton CA 95207 NONE PC Education 5000 Harvard Westlake School 3700 Coldwater Canyon Ave Studio City CA 91604 NONE PC Education 10000 Heartbeat Opera 804 West 180th St Apt 63 New York NY 10033 NONE PC Charitable 95000 Jewel Theatre PO Box 1080 Santa Cruz CA 95061 NONE PC Charitable 50000 LA Opera 135 N Grand Ave Los Angeles CA 90012 NONE PC Charitable 50000 Meher Mount 9902 Sulphur Mountain Rd Ojai CA 93023 NONE PC RELIGION 10000 Scripps College 1030 Columbia Ave Claremont CA 91711 NONE PC Education 5000 Smith College 7 College Lane Northhampton MA 01063 NONE PC Education 110000 St John's Health Center Foundation 2221 Santa Monica Blvd Santa Monica CA 90404 NONE PC HEALTH CARE 10000 The Huntington 1151 Oxford Rd San Marino CA 91108 NONE PC Charitable 25000 UCSC Foundation 1156 High Street Santa Cruz CA 95064 NONE PC Education 140000 University of Houston 4888 Loop Central Dr Houston TX 77004 NONE PC Education 100000 Yale University 135 Prospect St New Haven CT 06520 NONE PC Education 135000 Hoover Institution 434 Galvez Mall Stanford CA 94305 NONE PC EDUCATION 25000 Library Foundation of Los Angeles 630 W 5th St Los Angeles CA 90071 NONE PC PUBLIC LIBRARY 10000 Union Rescue Mission 545 San Pedro St Los Angeles CA 90013 NONE PC Charitable 10000 JUVENILE DIABETES FOUNDATION 200 VESSEY ST 28TH FLOOR NEW YORK NY 10281 NONE PC MEDICAL RESEARCH 2500 USA WRESTLING 6155 LEHMAN DR COLORADO SPRINGS CO 80918 NONE PC CHARITABLE 10000 MARLBOROUGH SCHOOL 250 S ROSSMORE AVE LOS ANGELES CA 90004 NONE PC EDUCATION 30000 university of washington foundation 407 gerberding hall box 351210 seattle WA 98195 NONE PC EDUCATION 26000 childrens hospital los angeles 4650 sunset blvd los angeles CA 90027 NONE PC HEALTHCARE 75000 st johns cathedral 514 adams blvd los angeles CA 90007 NONE PC RELIGION 1500 california state parks foundation 33 new montgomery street san francisco CA 94105 NONE PC RECREATION 2500 yosemite conservancy po box 230 el portal CA 95318 NONE PC charitable 2500 princeton university one washington road princeton NJ 08544 NONE PC EDUCATION 45000 LONG BEACH OPERA 115 PINE AVENUE LONG BEACH CA 90802 NONE PC CHARITABLE 60000 AMERICAN UNIVERSITY CAIRO ONE ROCKEFELLER PLAZA NEW YORK NY 10020 NONE PC EDUCATION 35000 UCI FOUNDATION 5141 CALIFORNIA IRVINE CA 92617 NONE PC EDUCATION 5000 USC ARCADIA HOSPITAL FOUNDATION 300 W HUNTINGTON DR ARCADIA CA 91007 NONE PC HEALTHCARE 10000 CALIFORNIA COMMUNITY FOUNDATION 717 W TEMPLE STREET LOS ANGELES CA 90012 NONE PC CHARITABLE 60000 CALIFORNIA ART CLUB 65 S GRAND AVE PASADENA CA 91105 NONE PC CHARITABLE 5000 THE AUTRY MUSEUM 4700 WESTERN HERITAGE WAY LOS ANGELES CA 90027 NONE PC CHARITABLE 5000 WESTSIDE FOOD BANK 1710 22ND ST SANTA MONICA CA 90404 NONE PC CHARITABLE 5000 COMMUNITY ARTS EMPOWERMENT 240 MAPLE AVE WATSONVILLE CA 95076 NONE PC CHARITABLE 20000 SANTA BARBARA MUSEUM OF NATURAL HIS 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 NONE PC CHARITABLE 10000 CHILDRENS DISCOVERY MUSEUM OF SAN J 180 WOZ WAY SAN JOSE CA 95110 NONE PC CHARITABLE 25000 FIRE FOUNDATION FOR INDIVIDUAL RIGH 510 WALNUT STREET PHILADELPHIA PA 19019 NONE PC CHARITABLE 10000 CATALINA ISLAND CONSERVANCY 320 GOLDEN SHORE SUITE 220 LONG BEACH CA 90802 NONE PC CHARITABLE 55000 POMONA COLLEGE 140 W 6TH ST CLAREMONT CA 91711 NONE PC EDUCATION 10000 1300000 14 2457 14 700180 18 748441 1451078 1451078 false false false false false false false false false false CORNERSTONE CAPITAL INC INVESTMENT ADVISORY Dividends Receivable 16225 26697 26697 Advisor Fees 102498 102498 RETURN OF CAPITAL - NON-DIVIDEND DISTRIB-CS#1402 21959 RETURN OF CAPITAL - NON-DIVIDEND DISTRIB-CS#5956 535 CHARITY OF REGISTERED TRUSTS 100 Foreign Tax Withheld 7912 7912