2026-05-27T12:50:17-07:00 2025-12-31 814693463 Platform Family Office Advisors 16255 Ventura Blvd Ste 800 Encino CA 91436 990PF 2025-01-01 954509070 Hall Family Foundation IRRV TR HALL 8187899090 16255 Ventura Blvd Suite 800 Encino CA 91436 Sharon Hall Trustee 2026-05-27 true Steven B Berson P00129656 8187899090 2025 2025-03-06 01:10:19Z X 4030882 X X 180302 161004 52778 1920700 52778 16344 16344 249424 230126 30000 30000 10004 10004 5 5 528 528 727 727 4071 4071 45335 45335 0 258165 258165 303500 45335 258165 -54076 184791 420579 87467 87467 246392 243985 279830 132575 408474 519834 1590041 1156764 1201861 1164857 1714577 1941492 199 398 398 3554643 3611665 4030882 17687 20176 17687 20176 X 3536956 3591489 3536956 3591489 3554643 3611665 3536956 -54076 108609 3591489 3591489 UBS 6803 LT Covered P 2010-01-01 2025-12-31 127887 148781 -20894 -20894 7500 HSBC USA INC L/0 SOT-AN RTY SPX P 2025-09-10 2025-09-10 3158 3158 3158 2500 BANK OF NOVA SCOTIA L/O TA-CYN P 2024-08-08 2025-02-12 25000 25000 3500 CANADIAN IMPERAL BANK TA-CYN SPX P 2025-02-27 2025-08-29 35000 35000 5000 ROYAL BANK OF CANADA TA-CYN SPX P 2024-08-05 2025-02-07 50000 50000 2500 CITIGROUP GLOBAL MARKETS T-AN RTY P 2024-01-05 2025-01-16 27390 25000 2390 2390 7500 JP MORGAN CHASE FINANCIAL T-AN P 2024-05-10 2025-05-20 80775 75000 5775 5775 5000 JP MORGAN CHASE FINANCIAL T-IDN P 2024-08-09 2025-12-01 55750 50000 5750 5750 2500 UBS AG TA-CYN GM P 2022-01-07 2025-01-10 25000 25000 2500 UBS AG T-AN RTY P 2024-08-16 2025-08-26 27263 25000 2263 2263 GNMA PL 002305M P 2010-01-01 2025-12-31 38 38 GNMA PL 412487X P 2010-01-01 2025-12-31 16 16 75000 WELLS FARGO & CO B/E P 2015-10-20 2025-06-15 75000 75000 UBS 6803 - Capital Gain Distribution P 2010-01-01 2025-12-31 697 697 697 UBS 2595 - Capital Gain Distributions P 2010-01-01 2025-12-31 9531 9531 9531 UBS 2595 ST Covered P 2025-01-01 2025-12-31 318732 332991 -14259 -14259 UBS 2595 LT Covered P 2010-01-01 2025-12-31 973213 951096 22117 22117 5000 ROYAL BANK OF CANADA TAR-SS SPX P 2022-09-19 2025-12-10 86250 50000 36250 36250 52778 -11101 2569 2569 2569 481 2900 3381 X 63 749 749 false false false false false false false true true CA true false false false false true N/A Platform Family Office Advisor 8187899090 16255 Ventura Blvd Ste 800 Encino CA 91436 false false false false false false false false false false false false false false false false false false false false false false Sharon Hall 6126 Barrows Drive Los Angeles CA 90048 Trustee 1.00 10000 Richard Hall 3017 Greenfield Ave Los Angeles CA 90034 Trustee 1.00 10000 Joanna Gleason 2232 Redding Road Fairfield CT 06824 Trustee 1.00 10000 NONE NONE 3835132 70151 0 3905283 0 3905283 58579 3846704 192335 192335 2569 2569 189766 189766 189766 258165 258165 189766 183562 258165 183562 0 74603 115163 X ACLU 125 Broad Street 18th Floor New York NY 10004 None PC General Purpose 3535 Alzheimers Disease Fund PO BOX 1897 Merrified VA 22116 None PC Research in medical research 2000 American Jewish World Service 45 West 36th Street New York NY 10018 None PC General Purpose 556 Broadway Cares Equity Fights Aids 165 West 46th Street Suite 1300 New York NY 10036 None PC General Purpose 5160 Doctors Without Borders 40 Rector St 16TH Floor New York NY 10006 None PC Medical and healthcare 3500 FINCAFnd For Intl Com Asst 1201 15th Street NW 8th Floor Washington DC 20005 None PC General Purpose 4000 Gods Love We Deliver Inc 166 6th Ave New York NY 10013 None PC General Purpose 5000 Heifer Intl 1 World Ave Little Rock AR 72202 None PC General Purpose 4000 Ready to Succeed 1000 North Alameda Street 240 Los Angeles CA 90012 None PC General Purpose 25000 Southern Poverty Law Center 400 Washington Ave Montgomery AL 36104 None PC General Purpose 1030 The Oxy Fund 1600 Campus Road Los Angeles CA 90041 None PC General Purpose 5000 University of Manitoba Foundation Room 190 Extended Education Complex Manitoba Univ of Manitoba CA R3T 2N2 None PC General Purpose 5000 WSHU Public Radio in CT 5151 Park Avenue Fairfield CT 06825 None PC General Purpose 2000 Brave Trails PO Box 691300 Los Angeles CA 90069 None PC General Purpose 5300 Cottage Health PO Box 689 Annt Finance Dept Santa Barbara CA 93102 None PC General Purpose 2500 Foodbank of Santa Barbara 4554 Hollister Avenue Santa Barbara CA 93110 None PC General Purpose 500 Girls Incorporated 120 Wall Street New York NY 10005 None PC General Purpose 364 JQ International 801 Larrabee Street West Hollywood CA 90069 None PC General Purpose 185 KPCC Southern California Public Rad 474 South Raymond Avenue Pasadena CA 91105 None PC Public broadcasting of news and information programs 960 Team Rubicon 6171 W Century Blvd No 310 Los Angeles CA 90045 None PC General Purpose 500 Arc Stages 147 Wheeler Avenue Pleasantville NY 10570 None PC General Purpose 3500 Cultural Alliance of Fairfield County 301 West Avenue Norwalk CT 06850 None PC General Purpose 1000 IKAR Temple 1737 S La Cienega Blvd Los Angeles CA 90035 None PC General Purpose 24549 First Place for Youth 426 17th Street No 100 Oakland CA 94612 None PC General Purpose 518 Entertainment Community Fund 729 Seventh Ave 10th Fl New York NY 10019 None PC Support for Artists 5000 Public Media Group of So Cal aka KC 2900 W Alameda Ave 600 Burbank CA 91505 None PC Public broadcasting programs 300 Legal Aid Foundation of LA 1550 West 8th Street Los Angeles CA 90017 None PC Provide legal aid to the disadvantaged in various communities 3500 Aegis America Inc 20 Greenway Plaza 450 Houston TX 77046 None PC Humanitarian 63475 New Israel Fund 1320 19th Street 400 Washington DC 20036 None PC Humanitarian 500 Southeast Asia Medical Outreach 2314 Oak Street Santa Monica CA 90405 None PC Humanitarian 10000 World Central Kitchen Incorporated 200 Massachusetts Ave NY 7th FLR Washington DC 20001 None PC Humanitarian 4178 Human Rights Campaign Inc 1640 Rhode Island Avenue NW Washington DC 20036 None NC Social welfare 1050 805 Undocufund 1010 North H Street STE 40 Lompoc CA 93436 None PC Social Welfare 535 American National Red Cross 431 18th Street NW Washington DC 20006 None PC Humanitarian 5000 Creative Vision 18820 Pacific Coast Highway STE 201 Malibu CA 90265 None PC Humanitarian 32500 CT Food Share 2 Research Parkway Wallingford CT 06492 None PC Humanitarian 2000 Ensemble Studio 545 West 52nd ST New York NY 10019 None PC Social Welfare 335 Fairfield CIty Community Foundation 162 East Main St Lancaster OH 43130 None PC Humanitarian 3000 Glioblastoma Research ORG 2045 Biscayne BLVD 189 Miami FL 33137 None PC Humanitarian 522 Albert Einstein Healthcare Network 1101 Market Street Suite 2004 Philadelphia PA 19107 None PC Humanitarian 176 The Obama Foundation 5235 South Harper Court No 1140 Chicago IL 60615 None PC Social Welfare 265 Origin Project 828 Greenwich Street New York NY 10014 None PC Social Welfare 100 Pledgeling Foundation 2261 Market Street 5055 San Francisco CA 94114 None PC General Purposes 115 Santa Barbara Symphony 1330 State Street STE 102 Santa Barbara CA 93101 None PC Arts 150 Los Angeles LGBT Center 1118 N McCadden Place Los Angeles CA 90038 None PC Social Welfare 260 UCLA Foundation 10889 Wilshire BLVD STE 150 Los Angeles CA 90024 None PC Education 22 Fund for Israel's Tommorow 7777 Bonhomme Avenue STE 2001 ST Louis MO 63105 None PC Humanitarian 2000 Clover Ave Elementary 3126 S Sepulveda BLVD Suite 160 Los Angeles CA 90034 None PC Education 10000 Feed the Children 333 N Meridian Oklahoma CIty OK 73107 None PC Humanitarian 5000 GO Fund Me ORG 8605 Santa Monica BLVD 88639 West Hollywood CA 90069 None PC Social Welfare 1025 ActBlue Civics INC ONE BOSTON PLACE 2603 BOSTON MA 02108 None POF Social Welfare 1500 258165 14 180302 52778 Misc Income from Investments 14 16344 196646 52778 249424 false false false false false false false false false false Accounting 10004 10004 0 0 Mortgage Backed Security Due from RH 199 398 398 Bank charges 25 25 Investment Fees 4046 4046 Misc Income from Investments 16344 UBS CC 3296 17687 19477 Reimbursement Payable 699 Foreign Taxes 453 453 Other Taxes 75 75