2025-03-17T15:38:55-05:00 2024-04-30 953309779 GURSEY SCHNEIDER LLP 2121 AVENUE OF THE STARS SUITE 1300 LOS ANGELES CA 90067 990PF 2023-05-01 953625640 THE JUDY AND BERNARD BRISKIN FOUNDATION JUDY 3102751144 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 JUDITH BRISKIN TRUSTEE 3102751144 2025-03-13 1 0 NAZ AFSHAR P00441843 3105520960 2023 2025-03-06 01:10:19Z X 3605692 X X 908 908 130225 130225 2318766 5155444 2318766 2449899 2449899 0 0 0 6895 3447 3448 13289 6645 6644 2742 2742 0 75 75 0 23001 12909 10092 3821475 3821475 3844476 12909 3831567 -1394577 2436990 121771 41343 41343 1778060 28205 28205 1000000 0 0 751727 0 0 831196 2983471 3105150 389517 430994 430994 4872271 3484013 3605692 0 0 X 501 501 0 0 4871770 3483512 4872271 3484013 4872271 3484013 4872271 -1394577 6319 3484013 0 3484013 EBAY INC. CMN 2008-07-22 2023-12-19 214801 52197 162604 162604 EBAY INC. CMN 2008-07-22 2023-12-19 424487 103164 321323 321323 EBAY INC. CMN 2008-07-22 2023-12-19 208834 50643 158191 158191 EBAY INC. CMN 2008-07-24 2023-12-19 147036 35949 111087 111087 EBAY INC. CMN 2008-07-24 2023-12-19 106548 26043 80505 80505 EBAY INC. CMN 2008-07-22 2023-12-19 102286 24863 77423 77423 EBAY INC. CMN 2008-07-24 2023-12-19 53274 13025 40249 40249 EBAY INC. CMN 2008-07-22 2023-12-19 4262 1034 3228 3228 EBAY INC. CMN 2008-07-24 2023-12-19 12786 3125 9661 9661 EBAY INC. CMN 2008-07-22 2023-12-19 4262 1034 3228 3228 ENERGY SELECT SECTOR SPDR FUND ETF 2022-05-10 2023-09-22 5286 4501 785 785 FEDERAL HOME LOAN BANK STEP 10/28/2026 2021-10-21 2024-01-02 937372 1000000 -62628 -62628 GS SHORT DURATION BOND FUND CLASS P 2019-12-16 2024-01-02 3363 3445 -82 -82 GS SHORT DURATION BOND FUND CLASS P 2021-09-20 2024-01-02 24210 25529 -1319 -1319 GS SHORT DURATION BOND FUND CLASS P 2019-11-25 2024-01-02 11520 11811 -291 -291 GS SHORT DURATION BOND FUND CLASS P 2019-10-04 2024-01-02 246752 254795 -8043 -8043 GS SHORT DURATION BOND FUND CLASS P 2023-03-30 2024-01-02 8144 7979 165 165 GS SHORT DURATION BOND FUND CLASS P 2023-09-22 2024-01-02 5316 5200 116 116 GS SHORT DURATION BOND FUND CLASS P 2019-12-23 2024-01-02 2306 2362 -56 -56 GS SHORT DURATION BOND FUND CLASS P 2020-01-03 2024-01-02 1244 1280 -36 -36 GS SHORT DURATION BOND FUND CLASS P 2022-12-06 2024-01-02 11328 10971 357 357 GS SHORT DURATION BOND FUND CLASS P 2019-09-13 2024-01-02 144573 147627 -3054 -3054 GS SHORT DURATION BOND FUND CLASS P 2023-10-16 2024-01-02 10257 10000 257 257 ISHARES CORE HIGH DIVIDEND ETF 2019-09-13 2023-12-19 16055 14921 1134 1134 ISHARES CORE HIGH DIVIDEND ETF 2019-12-02 2023-12-19 3293 3069 224 224 ISHARES CORE HIGH DIVIDEND ETF 2020-04-22 2023-12-19 1235 937 298 298 ISHARES GLOBAL INFRASTRUCTURE ETF 2023-02-02 2023-10-16 6597 7491 -894 -894 ISHARES MSCI EAFE ETF 2023-12-19 2024-02-26 38666 37480 1186 1186 ISHARES RUSSELL 1000 GROWTH ETF 2023-12-19 2024-02-26 44019 40292 3727 3727 ISHARES RUSSELL 1000 VALUE 2023-12-19 2024-02-26 30173 29150 1023 1023 ISHARES RUSSELL 2000 GROWTH ETF 2023-12-19 2024-02-26 8084 7716 368 368 ISHARES RUSSELL 2000 VALUE ETF 2023-12-19 2024-02-26 4540 4611 -71 -71 ISHARES S&P 500 INDEX FUND CLASS G 2023-12-19 2024-02-26 144000 135109 8891 8891 PAYPAL HOLDINGS, INC. CMN 2008-07-22 2023-12-19 311217 73939 237278 237278 PAYPAL HOLDINGS, INC. CMN 2008-07-24 2023-12-19 18525 4427 14098 14098 PAYPAL HOLDINGS, INC. CMN 2008-07-22 2023-12-19 302573 71736 230837 230837 PAYPAL HOLDINGS, INC. CMN 2008-07-24 2023-12-19 213036 50923 162113 162113 PAYPAL HOLDINGS, INC. CMN 2008-07-24 2023-12-19 154374 36890 117484 117484 PAYPAL HOLDINGS, INC. CMN 2008-07-22 2023-12-19 148199 35219 112980 112980 PAYPAL HOLDINGS, INC. CMN 2008-07-24 2023-12-19 77187 18450 58737 58737 PAYPAL HOLDINGS, INC. CMN 2008-07-22 2023-12-19 615025 146134 468891 468891 PAYPAL HOLDINGS, INC. CMN 2008-07-22 2023-12-19 6175 1465 4710 4710 PAYPAL HOLDINGS, INC. CMN 2008-07-22 2023-12-19 6175 1464 4711 4711 SPDR BLOOMBERG HIGH YIELD BOND ETF 2019-10-04 2024-02-26 10578 12048 -1470 -1470 U.S. TREASURY NOTE 0.625000% 12/31/2027 2024-01-05 2024-02-27 74655 75408 -753 -753 U.S. TREASURY NOTE 1.375000% 12/31/2028 2024-01-05 2024-02-27 81978 83088 -1110 -1110 U.S. TREASURY NOTE 1.750000% 01/31/2029 2024-01-05 2024-02-27 82450 83602 -1152 -1152 VANGUARD FTSE EMERGING MKTS ETF 2020-01-02 2024-02-26 6877 7551 -674 -674 VANGUARD FTSE EMERGING MKTS ETF 2021-09-20 2024-02-26 7664 9115 -1451 -1451 VANGUARD REIT INDEX FUND CMN DE DISCRETION EXERCISED 2020-04-22 2023-12-19 708 556 152 152 VANGUARD REIT INDEX FUND CMN DE DISCRETION EXERCISED 2019-09-13 2023-12-19 7343 7222 121 121 VANGUARD REIT INDEX FUND CMN DE DISCRETION EXERCISED 2023-10-16 2023-12-19 12740 11003 1737 1737 XTRACKERS MSCI EAFE HEDGED EQUITY ETF 2023-12-19 2024-02-26 31056 29085 1971 1971 2318766 33874 0 33874 0 33874 897 0 36000 0 36897 X 11 3012 3012 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JUDITH BRISKIN 3102751144 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 KENNETH GOLDMAN 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 JUDITH BRISKIN 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 JULIE HARELSON 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4337846 1663151 390113 6391110 0 0 6391110 95867 6295243 314762 314762 33874 33874 280888 0 280888 0 280888 3831567 0 3831567 280888 0 0 62551 1419843 1482394 3831567 0 0 0 280888 3550679 0 0 5033073 0 0 0 0 0 0 0 5033073 62551 1419843 3550679 JUDITH BRISKIN X JUDITH BRISKIN 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 3102751144 NONE NONE NONE THE MAPLE COUNSELING CENTER 439 N CANON DRIVE STE 209 BEVERLY HILLS CA 90210 NONE CURRENT PERPETUATE EXEMPT ACTIVITIES 2515000 THE VENKATRAMAN MEMORIAL TRUST 12 WESTBOURNE GARDENS HOVE BN3 5PP UK NONE CURRENT PERPETUATE EXEMPT ACTIVITIES 3000 THE PEOPLE CONCREN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES CA 90018 NONE CURRENT PERPETUATE EXEMPT ACTIVITIES 100000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE CURRENT PERPETUATE EXEMPT ACTIVITIES 550000 THE PEOPLE CONCREN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES CA 90018 NONE CURRENT PERPETUATE EXEMPT ACTIVITIES 100000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE CURRENT PERPETUATE EXEMPT ACTIVITIES 550000 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE CURRENT PERPETUATE EXEMPT ACTIVITIES 2935 DIDI HIRSCH MENTAL HEALTH SERVICES 4760 SEPULVEDA BLVD CULVER CITY CA 90230 NONE CURRENT PERPETUATE EXEMPT ACTIVITIES 540 3821475 0 01 908 01 130225 01 2318766 0 2449899 0 2449899 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13289 6645 6644 THE VENKATRAMAN MEMORIAL TRUST 12 WESTBOURNE GARDENS HOVE UK BN3 5PP 2023-12-05 3000 TO FULLY FUND A THREE YEAR UNIVERSITY DEGREE FOR ONE STUDENT IN THE INDIAN FISHING VILLAGE OF KOVALAM. 3000 N/A AUGUST 21, 2024 2024-08-21 THE FOUNDATION MADE A $1,000 CONTRIBUTION TO THE VENKATRAMAN MEMORIAL TRUST ON DECEMBER 19, 2022 TO FUND THE BUILDING OF A NEW CLASSROOM IN KOVALAM, INDIA. PHOTOS AND REPORTS OF THE BUILT CLASSROOM WERE PROVIDED TO THE FOUNDATION BY THE FOUNDER OF THE VENKATRAMAN MEMORIAL TRUST, SYLVIA HOLDER, ON OCTOBER 6, 2023. SUBSEQUENTLY, A $3,000 CONTRIBTUION WAS MADE ON DECEMBER 5, 2023 TO FULLY FUND A THREE YEAR UNIVERSITY DEGREE FOR ONE OF THE STUDENTS. GOLDMAN SACHS-PUBLIC EQUITY AT COST 1164834 1339052 GOLDMAN SACHS-FIXED INCOME AT COST 1818637 1766098 LEGAL FEES 6895 3447 3448 PREPAID FEDERAL TAX 1117 897 897 PROPT USED TO CARRY OUT EXEMPT PURPOSE 388400 430097 430097 ADJUISTMENT TO TRUST CORPUS 6319 MANAGEMENT FEES 2647 2647 0 BANK FEES 95 95 0 DEPARTMENT OF JUSTICE FILING 75 75 0