2026-07-14T16:21:44-05:00 2025-12-31 954046751 KATZ CASSIDY AN ACCOUNTANCY CORPORATION 11400 W OLYMPIC BLVD SUITE 1050 LOS ANGELES CA 90064 990PF 2025-01-01 843362661 ROBERT P WILSON FOUNDATION INC ROBE 3102544041 637 N DOHENY DRIVE BEVERLY HILLS CA 90210 ROBERT P WILSON PRESIDENT 3102544041 2026-06-25 1 GARY OSTERHOUT P00851733 3104776300 2026-06-22 2025 2025-03-06 01:10:19Z X 1423269 X 40000 38178 38178 1906 1906 1906 80084 40084 0 0 0 15230 15230 0 26 26 0 15256 15256 0 56503 56503 71759 15256 56503 8325 24828 15345 20693 20693 498961 354553 354553 774994 1048023 1048023 1289300 1423269 1423269 0 0 X 1289300 1423269 0 0 0 0 1289300 1423269 1289300 1423269 1289300 8325 128081 1425706 2437 1423269 CAPITAL GAINS DIVIDENDS P 1906 1906 1906 1906 345 0 345 0 345 0 0 345 0 345 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A KATZ CASSIDY ACCOUNTING CORP 3104776300 11400 W OLYMPIC BLVD 1050 LOS ANGELES CA 90064 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT P WILSON 637 N DOHENY DR BEVERLY HILLS CA 90210 PRESIDENT 1.00 0 0 0 STEVE MALOUF 637 N DOHENY DR BEVERLY HILLS CA 90210 SECRETARY 1.00 0 0 0 JOANNE WEBB 637 N DOHENY DR BEVERLY HILLS CA 90210 TREASURER 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 1347861 25436 0 1373297 0 0 1373297 20599 1352698 67635 67635 345 345 67290 0 67290 0 67290 56503 0 56503 67290 56503 0 0 56503 56503 0 0 0 0 0 0 0 0 0 0 0 67290 0 0 0 ROBERT P WILSON X COMMUNITY SERVICE AGENCY 1750 W CAMERON AVE WEST COVINA CA 91790 NONE PC CHARITABLE 25000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC CHARITABLE 31503 56503 0 14 38178 14 14 1906 0 40084 0 40084 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT P WILSON 637 N DOHENY DR BEVERLY HILLS CA 90210 40000 X 354553 354553 0 0 EXCHANGE-TRADED & CLOSED-END FUNDS - MORGAN STANLEY MANAGED ACCOUNT #9544 FMV 978239 978239 OPEN-END MUTUAL FUNDS - MORGAN STANLEY MANAGED ACCOUNT #9544 FMV 69784 69784 DIVIDENDS PER 2024 FORM 1099 RECEIVED IN 2025 645 U.S. TREASURY NOTE ADJUSTMENTS 1792 CHANGE IN UNREALIZED GAIN 127397 DIVIDENDS PER 2025 FORM 1099 RECEIVED IN PRIOR YEAR 684 INVESTMENT ADVISOR FEES 15230 15230 0 0 0 0 FOREIGN TAX 26 26 0