The Jonathan E. Karesh Revocable Trust trust
400 County Center, Redwood City, CA 94063
Value — · gross income over $100,000
Sources of $10,000+: See schedule A-1.
Jonathan E Karesh › Form 700
Jonathan E Karesh: 2024 Annual statement
- Annual 2024
- Judge, San Mateo County Superior Court · due 2025-03-03
- Filed
- 2025-02-01 · signed 02/01/2025 01:30 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (7 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 5
| Name | Business | Value | |
|---|---|---|---|
| Carnival Corp. | Cruise Line | $2,000–$10,000 acquired 2024-01-22 | |
| iShares Gold Trust (IAU) | Gold sector fund · Sector fund | $2,000–$10,000 | |
| Janus Henderson Global Life Sciences Fund (JFNNX) | Healthcare sector fund · Sector fund | $2,000–$10,000 disposed 2024-11-18 | |
| Carnival Corp. | Cruise Line | $2,000–$10,000 acquired 2024-01-25 | |
| iShares Semiconductor ETF (SOXX) | Semiconductor sector fund · Sector fund | $2,000–$10,000 |
Schedule A-2 · Businesses & trusts (10% or more) 1
Schedule C · Income and business positions 5
| Source | Income | |
|---|---|---|
| Sean Ngo Partner in nail salon · My spouse is a silent partner in this business · 3928 Cedar Springs Road, Dallas, TX 75219 | $10,001–$100,000 Loan Repayment | |
| Linda Piazza Unemployed · Friend of my spouse who lent her money · 578 Southhill Blvd., Daly City, CA 94014 | $1,001–$10,000 Loan Repayment | |
| Stubhub Ticket reseller · I do not have a busisness position in this entity · 1209 Orange Street, Wilmington, DE 19801 | $1,001–$10,000 Sale of: Tickets | |
| Christopher Garigliano Information technology · He is a friend who paid me back for concert tickets · 3930 24th Street, Apt. 12 | $500–$1,000 Other: Reimbursement for concert tickets | |
| Janus Henderson Global Life Sciences Fund (JFNNX) Healthcare sector fund · I have no business position in this entity · 100 Bayview Circle, Ste. 670, San Diego, CA 92660 | $1,001–$10,000 Sale of: my shares in this healthcare sector fund |
Schedule D · Gifts 2
| From | Gifts | Total | |
|---|---|---|---|
| Steven Williams · from the PDF 114 Beach Street, Floral Park, NY 11001 | 2024-12-30 · Lunch · $65 | $65 | |
| San Mateo County Trial Lawyers Association · from the PDF 770 L Street, Suite 1200, Sacramento 95814 | 2024-10-09 · Dinner · $175 | $175 |
The filer's comments
A-2 Personal trust, which exists to avoid probate in the event of my death. My personal residence is also in this trust.