2025-11-14T15:52:11-06:00 2024-12-31 942590397 KARLSSON & LANE AN ACCOUNTANCY CORP 4725 FIRST ST STE 226 PLEASANTON CA 94566 990PF 2024-01-01 943334424 ROBERT AND RUTH HALPERIN FOUNDATION ROBE 4158349934 ONE LOMBARD STREET 305 SAN FRANCISCO CA 94111 PHILIP W HALPERIN PRESIDENT 4158349934 2025-11-13 1 1 PENNY L LANE CPA P00743411 9252715519 2024 2025-03-06 01:10:19Z X 151374008 X X 3821345 3815362 5022923 56416472 5057290 181106 0 9025374 8872652 1592 478 1114 418630 0 418630 98244 1862 96382 23000 17250 5750 628480 525948 102532 184488 69710 0 123144 0 123144 57955 0 405 1535533 615248 747957 7810042 7810042 9345575 615248 8557999 -320201 8257404 105581 273997 273997 3880434 1978722 1978722 104662 21134 21134 138732116 140437580 140437580 17623914 0 0 4243764 8662575 8662575 36786 0 0 164727257 151374008 151374008 14218 191464 506212 325106 520430 516570 X 164206827 150857438 164206827 150857438 164727257 151374008 164206827 -320201 0 163886626 13029188 150857438 CHARLES SCHWAB P 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SUPPORT EDUCATION PROGRAMS 1500 LOYOLA MARYMOUNT UNIVERSITY 1 LMU DRIVE U-HALL 4900 LOS ANGELES CA 90045 N/A PC TO SUPPORT EDUCATION PROGRAMS 100000 OAKLAND PUBLIC EDUCATION FUND PO BOX 71005 OAKLAND CA 94612 N/A PC TO SUPPORT EDUCATION PROGRAMS 6192 SPARK SF PUBLIC SCHOOLS 135 VAN NESS AVE RM 119 SAN FRANCISCO CA 94102 N/A PC TO SUPPORT EDUCATION PROGRAMS 375000 THE EDUCATION TRUST-WEST 580 2ND ST OAKLAND CA 94607 N/A PC TO SUPPORT EDUCATION PROGRAMS 100000 7810042 0 14 3821345 18 5022923 DEFERRED TAX BENEFIT 01 181106 0 9025374 0 9025374 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23000 17250 5750 CORPORATE STOCK 140437580 140437580 LIMITED PARTNERSHIPS AT COST 8662575 8662575 DIVIDENDS/INTEREST RECEIVABLE 36786 0 0 UNREALIZED LOSS ON INVESTMENTS 13029188 OTHER EXPENSES 405 0 405 OTHER EXPENSES-FROM PASSTHROUGHS 57550 0 0 DEFERRED TAX BENEFIT 181106 181106 DEFERRED EXCISE TAX 506212 325106 INVESTMENT FEES AND EXPENSES 525948 525948 0 CONSULTANTS 102532 0 102532 FOREIGN TAXES 69710 69710 0 EXCISE TAX 114778 0 0