California Files

Simon J. Frankel › Form 700

Simon J. Frankel: 2024 Annual statement

Annual 2024
Judge, San Francisco County Superior Court · due 2025-03-03
Filed
2025-03-02 · signed 03/02/2025 03:35 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (14 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 36

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$100,001–$1,000,000
Alphabet Inc.Internet$100,001–$1,000,000
Analog Devices Inc.Software$10,001–$100,000
disposed 2024-05-13
Apple Inc.Computers$100,001–$1,000,000
Applied MaterialsComputer equipment$10,001–$100,000
Avery Dennison CorpSupplies$10,001–$100,000
Becton Dickinson &CoMedical technology$10,001–$100,000
disposed 2024-05-21
Berkshire Hathaway IncConglomerate$100,001–$1,000,000
Canadian Nat'l Railway CoRailroads$10,001–$100,000
Comcast CorpCable$10,001–$100,000
Costco Wholesale CorpMarkets$10,001–$100,000
disposed 2024-05-23
Diageo PLCSpirits$2,000–$10,000
disposed 2024-05-23
Gibraltar IndustriesRenewable energy$10,001–$100,000
Illinois Tool WorksEquipment$10,001–$100,000
Johnson &JohnsonConsumer products$10,001–$100,000
acquired 2024-05-23
JP Morgan Chase &CoBanking$10,001–$100,000
Juniper NetworksNetworking equipment$10,001–$100,000
disposed 2024-05-14
Lowes Companies IncSupplies$10,001–$100,000
MastercardCredit card processing$10,001–$100,000
Merck &Co. IncPharmaceuticals$10,001–$100,000
Mettler-Toledo Int'l IncEquipment$10,001–$100,000
disposed 2024-05-20
Microsoft CorpComputers$100,001–$1,000,000
Nextera Energy IncEnergy$10,001–$100,000
Nike IncShoes$10,001–$100,000
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
UnitedHealth Group IncHealth insurance$100,001–$1,000,000
disposed 2024-05-14
Visa IncCredit cards$100,001–$1,000,000
Walmart IncMarkets$100,001–$1,000,000
McKesson CorpPharmaceutical distribution$100,001–$1,000,000
acquired 2024-05-14
PulteGroup Inc.Homes$10,001–$100,000
acquired 2024-05-15
Kroger Co.Supermarkets$10,001–$100,000
acquired 2024-06-06

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; Accenture PLC; 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
Covington &Burling LLP
Law firm · Partner · 415 Mission Street, San Francisco, CA 94105		over $100,000
Partnership

Schedule D · Gifts 2

FromGiftsTotal
Pryor Cashman LLP · from the PDF
7 Times Square, 40th floor, New York, NY 10036
2024-05-01 · Dinner at museum law conference · $150
$150
Adine K. Varah · from the PDF
c/o SFMOMA, 151 3rd Street, San Francisco, CA 94103
2024-05-01 · Pass to museum law conference that included certain meals (value of educational seminars not reported per instructions) · $150
$150