2024-11-14T17:35:07-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVE 17TH FLOOR WOODLAND HILLS CA 91367 990PF 2023-01-01 477214164 MAX AND KAREL GUEFEN FOUNDATION MAXA 3108590000 8548 WASHINGTON BLVD CULVER CITY CA 90232 ERIC GUEFEN TRUSTEE 3108590000 2024-11-14 1 1 THOMAS OHLGREN P00394262 8189950090 2024-11-13 2023 2024-10-15 13:58:12Z X 5871210 X 779575 1027 1027 121628 121628 -190515 1885894 0 711715 122655 0 0 0 6133 0 0 1334 527 0 21971 21862 0 29438 22389 0 256950 256950 286388 22389 256950 425327 100266 1752152 1923500 1923500 1709329 2144082 2144082 1486102 1803628 1803628 4947583 5871210 5871210 0 0 X 0 0 0 0 4947583 5871210 4947583 5871210 4947583 5871210 4947583 425327 498300 5871210 0 5871210 1394 0 1394 0 1394 1200 0 0 0 1200 0 194 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A MARLENE KOURY 3108590000 8548 WASHINGTON BLVD CULVER CITY CA 90232 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERIC GUEFEN 8548 WASHINGTON BLVD CULVER CITY CA 90232 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 4090640 1140512 0 5231152 0 0 5231152 78467 5152685 257634 257634 1394 1394 256240 0 256240 0 256240 256950 0 256950 256240 6655 0 0 256950 6655 0 0 250295 0 0 0 0 0 0 0 0 5945 0 0 0 X BLUE MARINE FOUNDATION SOMERSET HOUSE LONDON UK WC2R 1LA NONE PC MARINE CONSERVATION 2500 COMMUNITY PARTNERS 100 CORPORATION POINTE WALK LOS ANGELES CA 90012 NONE PC CHARITABLE CONTRIBUTION TO PROMOTE IDEAS INTO ACTION TO ADVANCE THE PUBLIC GOOD. 23750 COMMUNITY PARTNERS 1000 N ALEMEDA STREET STE 240 LOS ANGELES CA 90012 NONE PC CHARITABLE CONTRIBUTION TO PROMOTE IDEAS INTO ACTION TO ADVANCE THE PUBLIC GOOD. 93200 INVICTUS GAMES FOUNDATION 24 OLD BOND STREET LONDON UK W1S 4AP NONE PC NETWORKS AND GRANT FUNDING THROUGH SPORTS DEVELOPMENTS 2500 KIDSAVE INTERNATIONAL 100 CORPORATION POINTE WALK CULVER CITY CA 90230 NONE PC ADOPTION SERVICES 100000 MY FRIEND'S PLACE 5850 HOLLYWOOD BLVD LOS ANGELES CA 90028 NONE PC ASSISTING AND INSPIRING HOMELESS YOUTH TO BUILD SELF-SUFFICIENT LIVES. 35000 256950 0 14 1027 14 121628 18 -190515 0 -67860 0 -67860 0 0 0 0 0 0 0 0 0 0 X X 1 GUEFEN FAMILY CHARITABLE LEAD ANNUITY TRUST 8548 WASHINGTON BLVD CULVER CITY CA 90232 779575 X ACCOUNTING FEES 6133 0 0 CHARLES SCHWAB #7831 2023-01 PURCHASED 2023-12 881366 865760 COST 0 15606 CHARLES SCHWAB #7831 2023-01 PURCHASED 2023-12 563392 739109 COST 0 -175717 AMERITRADE #4491 2023-01 PURCHASED 2023-12 66979 71625 COST 0 -4646 AMERITRADE #4491 2023-01 PURCHASED 2023-12 374157 399915 COST 0 -25758 AMERITRADE - BONDS 1803628 1803628 AMERITRADE - EQUITIES 2144082 2144082 CA SOS FEES 100 0 0 AMERITRADE ADVISORY FEE 16062 16062 0 CHARLES SCHWAB ADVISORY FEE 5768 5768 0 CHARLES SCHWAB ADR 32 32 0 POSTAGE 9 0 0 BOOK TO TAX ADJUSTMENT DUE TO ASSETS FMV RECORDED IN BOOKS 498300 FOREIGN TAXES 527 527 0 FEDERAL TAXES 807 0 0