2025-06-09T15:31:47-07:00 2024-12-31 951566304 Kahan Seltzer and Eckstein 15233 Ventura Blvd Suite 600 Sherman Oaks CA 91403 990PF 2024-01-01 911989466 SMOTRICH FAMILY FOUNDATION SMOT 3104747038 11158 OPHIR DR LOS ANGELES CA 90024 MARVIN SMOTRICH CO-TRUSTEE 2025-06-05 true true WILLIAM BRENDEN P00009911 8187841323 2024 2025-03-06 01:10:19Z X 3477387 X 500 X 11396 11396 11396 96795 96795 96795 63549 335965 63549 3680 172240 171740 111871 2300 2906 2906 16784 11721 551 535 22541 15162 0 655336 655336 677877 15162 655336 -505637 156578 111871 126187 142600 142600 292394 1087654 855130 2810067 322470 322470 322470 424720 90090 92958 100000 1918795 1413158 3477387 0 X 1918795 1413158 1918795 1413158 1918795 1413158 1918795 -505637 1413158 1413158 0.50 SABA CAPITAL INCOME P 1991-02-20 2024-06-25 4 8 -4 -4 SCHWAB COVERED P 2024-01-01 2024-12-31 27395 23715 3680 3680 SCHWAB COVERED P 2021-01-01 2024-12-31 308566 248693 59873 59873 63549 3680 2176 2176 2176 1320 1320 856 0 false false false false false false false false true true false false false false true N/A MARVIN SMOTRICH 3104747038 11158 OPHIR DR LOS ANGELES CA 900241945 false false false false false false false false false false false false false false false false false false false false false false MARVIN SMOTRICH 11158 OPHIR DR LOS ANGELES CA 900241945 CO-TRUSTEE 0.00 0 THOMAS SMOTRICH 72789 CATSPAW COURT RANCHO MIRAGE CA 922703279 CO-TRUSTEE 0.00 0 NONE NONE 2872807 206619 0 3079426 0 3079426 46191 3033235 151662 151662 2176 2176 149486 149486 149486 655336 655336 149486 14388 14388 655336 0 149486 505850 520238 0 520238 14388 505850 X BETH JACOB CONGREGATION 9030 W OLYMPIC BLVD BEVERLY HILLS CA 90211 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 13000 DESERT OUTREACH SYNAGOGUE PO BOX 982 RANCHO MIRAGE CA 92270 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 5000 EISENHOWER MEDICAL CENTER 1637 MALCOLM AVE 2 LOS ANGELES CA 90024 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 1000 GETTY PATRON SOCIETY 200 S BARRINGTON AVE LOS ANGELES CA 90049 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 1000 JEWISH NATIONAL FUND 42 E 69TH ST NEW YORK NY 10021 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 1000 VISTA DEL MAR CHILD AND FAMILY SERV 3200 MOTOR AVE LOS ANGELES CA 90034 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 1000 SINAI TEMPLE 10400 WILSHIRE BLVD LOS ANGELES CA 90024 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 3336 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 5000 BIKUR CHOLIM OF PALM SPRINGS PO BOX 2934 PALM SPRINGS CA 92203 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 5000 FRIENDS OF THE IDF PO BOX 4224 NEW YORK NY 10163 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 600000 PRAGER UNIVERSITY 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 5000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 NONE PC RELIGIOUS AND EDUCATIONAL PURPOSES 15000 655336 14 11396 14 96795 63549 108191 63549 171740 false false false false false false false false false false KAHAN SELTZER & ECKSTEIN 2300 0 0 0 ROYAL BANK OF CANADA 160295 1349591 ALLIANCEBERNSTEIN GLOBAL HIGH 12697 10730 XCEL ENERGY INC 26275 67520 SEMPRA ENERGY 46278 439126 SABA CAPITAL INCOME 29627 17468 EASTGROUP PROPERTIES 17735 160490 CONSOLIDATED EDISON INC 88625 178460 EDISON INTERNATIONAL 29094 79840 VERIZON COMMUNICATIONS 53431 48788 GSK PLC ADR 91303 54112 MORTHWEST NATURAL GAS 20039 29670 HALEON PLC 20260 19080 AVANTIS US EQUITY ETF 25330 35961 WISDOMTREE US QLT DIVIDEND GROWTH 12504 30996 DIMENSIONAL US CORE 24212 35996 FT RISING DIVIDEND 8531 17742 ISHARES MSCI INTL QUALITY 28495 30030 JPMORGAN US QUALITY 12661 25142 DIMENSIONAL INTERN CORE 32537 37522 PACER US CASH COWS 100 15201 17565 AVANTIS US SMALL CAP 11554 14383 DIMENSIONAL EMERG CORE 11865 13421 FIRST TRUST TECHNOLOGY 16029 20797 SCHWAB US DIVIDEND 10755 12075 WISDOMTREE US QUALITY 26684 37979 INVSC S P 500 MOMENTUM 11328 12731 VICTORYSHARES FREE CASH 11785 12852 Land 322470 322470 424720 EL CENTRO HOLDING LLC FMV 92958 100000 CHECK FEES 16 DEPOSITORY FEES 107 107 EL CENTRO HOLDING LLC 428 428 SCHWAB ADVISOR 2906 2906 0 0 CALIFORNIA TAXES 75 FEDERAL TAXES 1074 FOREIGN TAXES 11721 11721 PROPERTY TAXES 3914