California Files

Simon J. Frankel › Form 700

Simon J. Frankel: 2025 Annual statement

Annual 2025
Judge, San Francisco County Superior Court · due 2026-03-02
Filed
2026-02-14 · signed 02/14/2026 06:45 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (15 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 32

NameBusinessValue
1500 Chicago Avenue LLC · from the PDF
partnership income over $500		Owns apartment building · Partnership$100,001–$1,000,000
Abbott LaboratoriesPharmaceuticals$100,001–$1,000,000
Accenture PLCConsulting$10,001–$100,000
Alphabet Inc.Internet$100,001–$1,000,000
Apple Inc.Computers$100,001–$1,000,000
Applied MaterialsComputer equipment$10,001–$100,000
disposed 2025-06-10
Avery Dennison CorpSupplies$10,001–$100,000
Berkshire Hathaway IncConglomerate$100,001–$1,000,000
Canadian Nat'l Railway CoRailroads$10,001–$100,000
Comcast CorpCable$10,001–$100,000
disposed 2025-06-11
Gibraltar IndustriesRenewable energy$10,001–$100,000
disposed 2025-09-04
Illinois Tool WorksEquipment$10,001–$100,000
disposed 2025-09-04
Johnson &JohnsonConsumer products$10,001–$100,000
disposed 2025-09-04
JP Morgan Chase &CoBanking$10,001–$100,000
Kroger Co.Supermarkets$10,001–$100,000
Lowes Companies IncSupplies$10,001–$100,000
MastercardCredit card processing$10,001–$100,000
McKesson CorpPharmaceutical distribution$100,001–$1,000,000
Merck &Co. IncPharmaceuticals$10,001–$100,000
disposed 2025-01-23
Microsoft CorpComputers$100,001–$1,000,000
Nextera Energy IncEnergy$10,001–$100,000
Nike IncShoes$10,001–$100,000
disposed 2025-10-09
Pepsico IncBeverages$10,001–$100,000
Pfizer IncPharmaceuticals$10,001–$100,000
Philip Morris Int'lTobacco$10,001–$100,000
Procter &GambleConsumer products$10,001–$100,000
PulteGroup Inc.Homes$10,001–$100,000
disposed 2025-06-10
Visa IncCredit cards$100,001–$1,000,000
Walmart IncMarkets$100,001–$1,000,000
Eaton Corp.Power management$10,001–$100,000
acquired 2025-09-04
Goldman SachsInvestment advising$10,001–$100,000
acquired 2025-09-04
Waste Management Inc.Waste$10,001–$100,000
acquired 2025-10-27

Schedule A-2 · Businesses & trusts (10% or more) 4

Frankel Weaver Living Trust trust · from the PDF

2 20th Avenue, San Francisco, CA 94121

Value — · gross income over $100,000

Holds: The Frankel Partners; 1500 Chicago Avenue LLC; Abbott Laboratories; Alphabet Inc; Apple Inc; Comcast Corp; JPMorgan Chase & Co; Lowes Companies Inc; Microsoft Corp; Nextera Energy Inc; Nike Inc; Pepsico Inc; Pfizer Inc; Philip Morris Int'l; Procter & Gamble; Visa Inc.; Kroger Co.; Mastercard; Gibraltar Industries; Illinois Took Works; McKesson Corp.; PulteGroup Inc. (Various) · over $1,000,000 · Stock

J&L Frankel GST Trust FBO Simon J. Frankel UAD 03/07/08 trust · from the PDF

2 20th Avenue, San Francisco, CA 94121

Value — · gross income $10,001–$100,000

Holds: Frankel Investment Co; Sunrise Park Co; The Frankel Partners; Trio B Vineyards, LLC; Accenture PLC; Alphabet Inc; Avery Dennison Corp; Berkshire Hathaway Cl B; Canadian Nat'l Railway Co; Walmart Inc (Various) · over $1,000,000 · Partnership

J&L Frankel Non-Exempt Trust FBO Simon J. Frankel UAD 03/07/08 trust · from the PDF

2 20th Avenue, San Francisco, CA 94121

Value — · gross income $10,001–$100,000

Holds: Frankel Investment Co; Trio C Vineyards, LLC; Apple Inc (Various properties) · $100,001–$1,000,000 · Partnership

The Frankel Partners Partnership · from the PDF

Owns portion of an apartment building · 2 20th Avenue, San Francisco, CA 94121 · Managing Partner

Value over $1,000,000 · gross income over $100,000

Holds: 2991 College Avenue, Livermore, CA 94550 (Apartment building) · over $1,000,000 · Property Ownership/Deed of Trust

Schedule C · Income and business positions 2

SourceIncome
1500 Chicago Avenue LLC
Owns apartment building · LLC member · 708 Church Street, Suite 211, Evanston, IL 60201		$10,001–$100,000
Partnership
Stanford Law School
Law School · Lecturer · Stanford, California		$1,001–$10,000
Salary

Schedule D · Gifts 3

FromGiftsTotal
Pryor Cashman · from the PDF
7 Times Square, 40th floor, New York, NY 10036
2025-05-01 · Dinner at museum law conference · $150
$150
Covington & Burling LLP · from the PDF
415 Mission Street, San Francisco, CA
2025-06-04 · Dinner · $75
$75
Lauren Curry · from the PDF
City Attorney's Office, City Hall, San Francisco, CA
2025-05-01 · Pass to museum law conferenced that included certain meals (value of educational seminars not reported per instructions) · $150
$150

Schedule E · Travel paid by others 1

Paid byTripAmount
Sedona Conference · 501(c)(3)
301 E Bethany Home Rd Suite C-297, Phoenix, AZ		Atlanta--reimbursement of travel expenses · 2025-10-06 to 2025-10-07 · made a speech / panel · Gift$981