2026-08-12T14:46:09-05:00 2025-12-31 332394145 RM ADVISORY LLC 12100 WILSHIRE BLVD SUITE 1150 LOS ANGELES CA 90025 990PF 2025-01-01 872454838 FOX FAMILY KALB FOUNDATION DBA FOX FOUNDATION FOXF 8183886450 12100 WILSHIRE BLVD SUITE 1150 LOS ANGELES CA 90025 LAURA LIVINGSTON FOX PRESIDENT & DIRECTOR 8183886450 2026-08-07 1 ABHI PARIKH P01445116 3108262060 2026-08-07 2025 2025-03-06 01:10:19Z X 19892065 X X 149329 140051 890571 890571 -536 5770986 0 1039364 1030622 256526 0 230873 6970 5576 0 20625 16500 0 41331 0 13395 478 0 30215 0 30215 182624 0 0 538769 22076 274483 3822550 3822550 4361319 22076 4097033 -3321955 1008546 1147466 722790 722790 5329742 0 0 481507 0 0 16107131 19147274 19147274 34925 12924 25479 22001 22001 23091325 19892065 19892065 0 0 X 23091325 19892065 23091325 19892065 23091325 19892065 23091325 -3321955 122695 19892065 0 19892065 MS 2233 - ST COVERED 2024-06-11 2025-04-21 252704 252618 86 86 MS 2233 - LT COVERED 2024-12-31 2025-12-31 4150331 4150148 183 183 MS 2627 - LT COVERED 2022-01-28 2025-12-31 476000 476000 0 0 MS 2627 - LT COVERED 2024-12-31 2025-12-31 891842 892756 -914 -914 CAPITAL GAINS DIVIDENDS P 109 109 109 -536 14019 0 14019 0 14019 16000 0 0 0 16000 X 0 1981 1981 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A SYDNEY SPATARO 8183901285 PO BOX 466 LA CANADA FLINTRIDGE CA 910120466 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAURA LIVINGSTON FOX PO BOX 466 LA CANADA FLINTRIDGE CA 910120466 PRESIDENT & DIRECTOR 1.00 0 0 0 BENNET VAN DE BUNT PO BOX 466 LA CANADA FLINTRIDGE CA 910120466 DIRECTOR 1.00 0 0 0 KRISTEN GREER-PAGLIA 4066 ROSABELL STREET LOS ANGELES CA 90066 EXECUTIVE DIRECTOR 40.00 256526 0 0 NONE 0 NONE 0 0 10343309 11349551 0 21692860 0 0 21692860 325393 21367467 1068373 1068373 14019 14019 1054354 0 1054354 0 1054354 4097033 0 4097033 1054354 0 0 132500 1046011 1162794 2196729 4538034 4097033 0 0 0 1054354 3042679 0 0 7580713 0 0 0 0 0 0 0 7580713 132500 1046011 1162794 2196729 3042679 LAURA LIVINGSTON FOX BENNET VAN DE BUNT X ACUMEN FUND INC 40 WORTH STREET SUITE 303 NEW YORK NY 10013 NONE PC GENERAL CHARITABLE 10000 AFTER INNOCENCE 5230 BOYD AVE OAKLAND CA 94618 NONE PC GENERAL CHARITABLE 75000 ALLIANCE COLLEGE READY PUBLIC SCHOOLS PO BOX 86609 LOS ANGELES CA 90086 NONE PC GENERAL CHARITABLE 125000 ALTASEA AT THE PORT OF LA 2451 SIGNAL STREET SAN PEDRO CA 90731 NONE PC GENERAL CHARITABLE 50000 ANGEL CITY ALLIANCE 6060 CENTER DRIVE 10TH FL 17 LOS ANGELES CA 90045 NONE PC GENERAL CHARITABLE 5000 ARTS BRIDGING THE GAP 815 SOUTH SHERBOURNE DRIVE 6 LOS ANGELES CA 90035 NONE PC GENERAL CHARITABLE 50000 BANK OF AMERICA CHARITABLE GIFT FUND 100 FEDERAL STREET MA5-100-10-21 BOSTON MA 02110 NONE PC GENERAL CHARITABLE 10000 BOY & GIRLS CLUB OF PASADENA 3230 E DEL MAR BLVD PASADENA CA 91107 NONE PC GENERAL CHARITABLE 10000 CALIFORNIA DANCE INSTITUTE 11152 ROLKEL PLACE PROTER RANCH CA 91326 NONE PC GENERAL CHARITABLE 2500 CAMP ONE STEP 213 W INSTITUTE PLACE CHICAGO IL 60610 NONE PC GENERAL CHARITABLE 2500 CANTWELL-SACRED HEART OF MARY COLLEGE PREPARATORY HIGH SCHOOL 329 NORTH GARFIELD AVENUE MONTEBELLO CA 90640 NONE PC GENERAL CHARITABLE 30000 CEDARS SINAI 6500 WILSHIRE BLVD SUITE 1600 LOS ANGELES CA 90048 NONE PC GENERAL CHARITABLE 755000 CHILDREN'S ACTION NETWORK 2999 OVERLAND AVE SUITE 207A LOS ANGELES CA 90064 NONE PC GENERAL CHARITABLE 1850 CHILDRENS HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 NONE PC GENERAL CHARITABLE 10000 CITY YEAR INC 287 COLUMBUS AVE BOSTON MA 02116 NONE PC GENERAL CHARITABLE 300000 COMPUTERS FOR A CAUSE 3248 SELIG PLACE LOS ANGELES CA 90031 NONE PC GENERAL CHARITABLE 10000 CREATE CA 85 S GRAND AVE PASADENA CA 91105 NONE PC GENERAL CHARITABLE 15000 DEFY VENTURES INC PO BOX 102117 PASADENA CA 91189 NONE PC GENERAL CHARITABLE 15000 FIND YOUR LIGHT FOUNDATION PO BOX 48290 LOS ANGELES CA 90048 NONE PC GENERAL CHARITABLE 10000 FOUNDATION FOR WOMEN'S CANCER 1440 W TAYLOR ST STE 4299 CHICAGO IL 60607 NONE PC GENERAL CHARITABLE 5000 FULCRUM ARTS 500 WEST TEMPLE STREET B-79-2 LOS ANGELES CA 90012 NONE PC GENERAL CHARITABLE 10000 GIRLS INC OF LOS ANGELES 4821 LANKERSHIM BLVD SUITE F 110 NORTH HOLLYWOOD CA 91601 NONE PC GENERAL CHARITABLE 15000 HALE COUNTY HEALTH CARE AUTHORITY 508 GREENE STREET GREENSBORO AL 36744 NONE PC GENERAL CHARITABLE 75000 INCLUSIVE ACTION 2900 E CESAR E CHAVEZ AVENUE LOS ANGELES CA 90033 NONE PC GENERAL CHARITABLE 50000 LIFT - LOS ANGELES 1910 MAGNOLIA AVENUE SUITE 404 LOS ANGELES CA 90007 NONE PC GENERAL CHARITABLE 15000 LOS ANGELES DODGERS FOUNDATION 1000 VIN SCULLY AVE LOS ANGELES CA 90012 NONE PC GENERAL CHARITABLE 55000 MEXICAN AMERICAN LEGAL DEFENSE 634 S SPRING STREET 12TH FL LOS ANGELES CA 90014 NONE PC GENERAL CHARITABLE 1650 NATIONAL DOMESTIC WORKERS ALLIANCE 45 BROADWAY SUITE 2240 NEW YORK NY 10006 NONE PC GENERAL CHARITABLE 30000 NEW VENTURE FUND 1828 L STREET NW SUITE 300-A WASHINGTON DC 20036 NONE PC GENERAL CHARITABLE 150000 OTIS COLLEGE OF ART AND DESIGN 9045 LINCOLN BLVD LOS ANGELES CA 90045 NONE PC GENERAL CHARITABLE 155000 PS ARTS 2947 S SEPULVEDA BLVD LOS ANGELES CA 90064 NONE PC GENERAL CHARITABLE 35000 PACIFIC JAZZ ORCHESTRA 345 N MAPLE DRIVE SUITE 208 BEVERLY HILLS CA 90210 NONE PC GENERAL CHARITABLE 10000 PARA LOS NINOS 5000 HOLLYWOOD BOULEVARD LOS ANGELES CA 90027 NONE PC GENERAL CHARITABLE 2500 PASADENA PLAYHOUSE 39 S EL MOLINO AVENUE PASADENA CA 91101 NONE PC GENERAL CHARITABLE 10000 PATH PARTNERS 340 N MADISON AVENUE LOS ANGELES CA 90004 NONE PC GENERAL CHARITABLE 25000 PHASE ONE FOUNDATION 11726 SAN VICENTE BLVD STE 560 LOS ANGELES CA 90049 NONE PC GENERAL CHARITABLE 2500 PROJECT HORSESHOE FARM 1202 MAIN STREET GREENSBORO AL 36744 NONE PC GENERAL CHARITABLE 1000000 PROYECTO PASTORAL 135 N MISSION RD LOS ANGELES CA 90033 NONE PC GENERAL CHARITABLE 10000 READY TO SUCCEED 1514 17TH ST SUITE 201 SANTA MONICA CA 90404 NONE PC GENERAL CHARITABLE 10000 REDISCOVER CENTER 12958 W WASHINGTON BLVD LOS ANGELES CA 90066 NONE PC GENERAL CHARITABLE 31800 SEEN & HEARD 8601 LINCOLN BLVD STE 180 151 LOS ANGELES CA 90045 NONE PC GENERAL CHARITABLE 25000 SOUTHERN CALIFORNIA GRANTMAKERS 1000 NORTH ALAMEDA STREET SUITE 230 LOS ANGELES CA 90012 NONE PC GENERAL CHARITABLE 19000 SPRING OF EVOLUTION INC PO BOX 504 ACTON CA 93510 NONE PC GENERAL CHARITABLE 2500 ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 NONE PC GENERAL CHARITABLE 5000 THE AMERICAN FOUNDATION FOR THE IYARI SCHOOL 150 S LOS ROBLES AVENUE SUITE 860 PASADENA CA 91101 NONE PC GENERAL CHARITABLE 10000 THE LAUNDRY TRUCK LA 340 S AVENUE 17 SUITE B LOS ANGELES CA 90031 NONE PC GENERAL CHARITABLE 5000 THE PAD PROJECT 10573 WEST PICO BLVD SUITE 73 LOS ANGELES CA 90064 NONE PC GENERAL CHARITABLE 5000 THE UCLA FOUNDATION 10920 WILSHIRE BLVD SUITE 900 LOS ANGELES CA 90024 NONE PC GENERAL CHARITABLE 106500 THE UNIVERSITY OF CHICAGO 5235 SOUTH HARPER COURT SUITE 450 CHICAGO IL 60615 NONE PC GENERAL CHARITABLE 25000 UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 NONE PC GENERAL CHARITABLE 275000 UNIVERSITY OF SOUTHERN CALIFORNIA 2250 ALCAZAR ST LOS ANGELES CA 90007 NONE PC GENERAL CHARITABLE 53250 UNUCYN CIVIC ARTS 560 TOYOPA DRIVE PACIFIC PALISADES CA 90272 NONE PC GENERAL CHARITABLE 10000 US SKI & SNOWBOARD 1 VICTORY LANE PARK CITY UT 84060 NONE PC GENERAL CHARITABLE 56000 VISIONARY WOMEN 9663 SANTA MONICA BLVD 851 BEVERLY HILLS CA 90210 NONE PC GENERAL CHARITABLE 15000 YOUTH BUSINESS ALLIANCE 8200 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90211 NONE PC GENERAL CHARITABLE 25000 3822550 0 14 149329 14 890571 18 -536 0 1039364 0 1039364 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6970 5576 0 WEBSITE DESIGN 2024-01-31 26250 4813 60.000000000000 5250 0 10063 LOGO DESIGN 2024-01-31 3000 550 60.000000000000 600 0 1150 WEBSITE DEVELOPMENT 2025-09-22 3000 60.000000000000 150 0 150 COMPUTERS 2023-05-01 2675 1083 150DB 5.000000000000 478 0 MORGAN STANLEY MUTUAL FUNDS FMV 4069192 4069192 MORGAN STANLEY ETFS AND CEFS FMV 15078082 15078082 COMPUTERS 2675 1561 1114 WEBSITE DESIGN 26250 10063 16187 LOGO DESIGN 3000 1150 1850 WEBSITE DEVELOPMENT 3000 150 2850 INVESTMENT MANAGEMENT FEES 126548 0 0 INSURANCE 13801 0 0 OFFICE EXPENSES 31737 0 0 GOODS RECEIVED 4518 0 0 ENTITY FEES 20 0 0 AMORTIZATION 6000 0 0 NET UNREALIZED GAIN/LOSS 122695 PROFESSIONAL FEES 20625 16500 0 INTERNAL REVENUE SERVICE 25534 0 0 FOREIGN TAXES PAID 914 0 0 PAYROLL TAXES 14883 0 13395