2025-11-14T11:04:24-06:00 2024-12-31 952302617 SINGERLEWAK LLP 2010 MAIN ST STE 300 IRVINE CA 92614 990PF 2024-01-01 954716815 BORSTEIN FAMILY FOUNDATION BORS 3105821991 11766 WILSHIRE BOULEVARD SUITE 820 LOS ANGELES CA 90025 LOREN S BORSTEIN TRUSTEE 3105821991 2025-11-11 1 1 JONATHAN P SCHUBERT CPA P00103314 9492618600 2025-11-10 2024 2025-03-06 01:10:19Z X 41303763 X 1754718 871330 871330 1450447 8316442 1450447 3832 3161 0 4080327 2324938 0 0 0 0 0 51615 10207 0 41409 14284 3397 0 0 159524 159324 0 200 225423 172928 0 41609 327000 1489500 552423 172928 0 1531109 3527904 2152010 0 41927 240224 240224 261887 712272 712272 2928707 2934609 2973180 14857992 21389984 34166654 266499 266499 248563 2748982 2855864 2896429 27102 66441 66441 21133096 28465893 41303763 0 0 X 0 0 0 0 21133096 28465893 21133096 28465893 21133096 28465893 21133096 3527904 3804893 28465893 0 28465893 FREEDOM FINANCIAL DEBT P 2024-01-01 2024-12-31 25 -25 -25 50 SHARES ZOETIS INC P 2016-02-16 2024-11-22 8861 2021 6840 6840 50 SHARES GOLDMAN SACHS GROUP INC P 2021-01-14 2024-03-18 19294 15323 3971 3971 260 SHARES ZOETIS INC P 2016-02-16 2024-02-26 50935 10511 40424 40424 180 SHARES AMGEN INC P 2014-01-03 2024-02-26 51402 20576 30826 30826 1300 SHARES VERIZON COMMUNICATIONS P 2021-11-05 2024-02-26 52899 68104 -15205 -15205 666 SHARES VERALTO CORP P 2009-10-01 2024-03-18 58425 5847 52578 52578 150 SHARES MASTERCARD INC P 2021-02-08 2024-03-18 71797 50673 21124 21124 300 SHARES CHARTER COMMUNICATIONS INC-A P 2020-03-02 2024-02-26 88393 62168 26225 26225 1000 SHARES MORGAN STANLEY P 2020-07-17 2024-03-18 88414 52516 35898 35898 625 SHARES PROCTER AND GAMBLE CO P 2013-03-06 2024-02-27 100401 45902 54499 54499 2100 SHARES AMEX UTILITIES SPDR P 2019-06-04 2024-03-18 132321 122509 9812 9812 775 SHARES PROCTER & GAMBLE CO P 2010-06-30 2024-11-22 134261 48404 85857 85857 5300 SHARES PFIZER INC P 2010-01-26 2024-02-26 146156 78020 68136 68136 3700 SHARES VERIZON COMMUNICATIONS P 2021-11-05 2024-06-20 146830 177562 -30732 -30732 2500 SHARES COCA COLA CO P 2021-02-08 2024-11-22 158646 120770 37876 37876 4000 SHARES CISCO SYSTEMS INC P 2018-05-17 2024-06-20 182175 144521 37654 37654 620 SHARES AMGEN INC P 2014-01-03 2024-06-24 192103 69394 122709 122709 1250 SHARES JOHNSON AND JOHNSON P 2012-09-19 2024-02-27 202030 82986 119044 119044 4200 SHARES CISCO SYSTEMS INC P 2019-11-14 2024-02-26 203860 186934 16926 16926 2120 SHARES WALT DISNEY CO P 2007-06-13 2024-03-05 237258 52651 184607 184607 4100 SHARES AMEX UTILITIES SPDR P 2020-06-17 2024-02-26 252088 239867 12221 12221 900 SHARES DEERE & CO P 2020-12-16 2024-06-20 342157 127385 214772 214772 1775 SHARES AUTOMATIC DATA PROCESSING INC P 2014-10-16 2024-06-20 434017 120920 313097 313097 1500000 SHARES US TREASURY BILL P 2023-08-10 2024-02-08 1460406 1460406 0 0 1500000 SHARES US TREASURY BILL P 2023-08-10 2024-09-03 1500000 1500000 0 0 2000000 SHARES US TREASURY NOTE P 2024-03-14 2024-06-17 2000000 2000000 0 0 CAPITAL GAINS DIVIDENDS P 1313 1313 1313 1450447 29913 0 29913 0 29913 10887 0 0 0 10887 419 19445 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ALAN S BORSTEIN 3105821991 11766 WILSHIRE BOULEVARD SUITE 820 LOS ANGELES CA 90025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN S BORSTEIN 11766 WILSHIRE BLVD STE 820 LOS ANGELES CA 90025 TRUSTEE 2.00 0 0 0 ERIC K BORSTEIN 11766 WILSHIRE BLVD STE 820 LOS ANGELES CA 90025 TRUSTEE 2.00 0 0 0 LOREN S BORSTEIN 11766 WILSHIRE BLVD STE 820 LOS ANGELES CA 90025 TRUSTEE 2.00 0 0 0 CRAIG J BORSTEIN 11766 WILSHIRE BLVD STE 820 LOS ANGELES CA 90025 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 35368170 11269832 275449 46913451 0 0 46913451 703702 46209749 2310487 2310487 29913 29913 2280574 0 2280574 0 2280574 1531109 0 1531109 2280574 1196611 0 0 1531109 1196611 0 0 334498 0 0 0 0 0 0 0 0 1946076 0 0 0 X MILKEN SCHOOL CAPITAL CAMPAIGN (EAST CAMPUS) 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 NONE 501(C)(3) FOR GENERAL FUND 25000 SAINT JOHNS HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD LOS ANGELES CA 90404 NONE 501(C)(3) ST. JOHNS MELANOMA CENTER 800000 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE 501(C)(3) DR. BUDDE-IMMUNOTHERAPY TARGETING CD33 FOR AACUTE MYELOID LEUKEMIA (AML) 100000 NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 NONE 501(C)(3) PULMONARY HYPERTENSION RESEARCH PROGRAM CONCEPTS 150000 THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 105737501 NONE 501(C)(3) PREDICTING RISK AND INDIVIDUALIZING THERAPY FOR LYMPHOMA 20000 JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES 6505 WILSHIRE BLVD STE 1000 LOS ANGELES CA 90048 NONE 501(C)(3) FOR GENERAL FUND 32500 RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA 4560 FOUNTAIN AVE LOS ANGELES CA 900291913 NONE 501(C)(3) OPERATIONAL SUPPORT FOR WLA & LA HOUSES 62500 CEDARS SINAI 8700 BEVERLY BLVD STE 2416 LOS ANGELES CA 900481804 NONE 501(C)(3) DR. STANLEY JODRAN - UNDERSTANDING ADAPTIVE IMMUNE RESPONSES TO SARS-COV-2 INFECTIONS AND VACCINES 50000 UCLA FOUNDATION 1920 WILSHIRE BLVD STE 900 LOS ANGELES CA 900246506 NONE 501(C)(3) UCLA PEDIATRIC CARDIOLOGY RESEARCH, FELLOWSHIP AND DIVISION SUPPORT 10000 THE UCLA FOUNDATION (STUART HOUSE) 10889 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90024 NONE 501(C)(3) GENERAL FUND 30000 CINCINNATI CHILDREN'S MEDICAL CENTER 3333 BURNET AVE CINCINNATI OH 452293039 NONE 501(C)(3) TOPICAL DELIVERY OF ANTI-INFLAMMATORY AGENTS TO THE ESOPHAGUS 25000 LOS ANGELES REGIONAL FOODBANK 1734 EAST 41ST ST LOS ANGELES CA 90058 NONE 501(C)(3) PROGRAM OPERATING FUND 25000 PS SCIENCE 1000 W HILLCREST BLVD INGLEWOOD CA 90301 NONE 501(C)(3) ADVANCING EQUITY: HANDS-ON SCIENCE EDUCATION & ENRICHMENT 20000 USC LUSK BOARD MEMBERSHIP 650 CHILDS WAY RGL 331 LOS ANGELES CA 90086 NONE 501(C)(3) GENERAL OPERATING SUPPORT 12500 HOME AID LA (SHELTER PROVIDERS OF LOS ANGELES) 350 SOUTH BIXEL ST STE 201A LOS ANGELES CA 90017 NONE 501(C)(3) HOMEAID BUILDS PROGRAM 10000 LOS ANGELES JEWISH HEALTH (JEWISH HOME) 7150 TAMPA AVE RESEDA CA 91335 NONE 501(C)(3) GENERAL OPERATING SUPPORT 10000 OPERATION SMILE 3641 FACULTY BLVD VIRGINA BEACH VA 23453 NONE 501(C)(3) CLEFT LIP SURGERY FOR PATIENTS 10000 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE 501(C)(3) SPIRIT OF LIFE CELEBRATION 2024 100000 CROHNS & COLITIS FOUNDATION INC 733 THIRD AVE 510 NEW YORK NY 10017 NONE 501(C)(3) CROHN'S & COLITIS FOUNDATION RESEARCH PROGRAM 5000 UCLA FOUNDATION (OPERATION MEND) 10889 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90024 NONE 501(C)(3) GENERAL OPERATING SUPPORT 5000 UNITED WAY 523 W SIXTH STREET LOS ANGELES CA 90014 NONE 501(C)(3) GENERAL FUND 5000 ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE 501(C)(3) FOR GENERAL FUND 5000 MORE THAN WORDS INC 56 FELTON STREET WALTHAM MA 02453 NONE 501(C)(3) GENERAL FUND 2000 TEAM PHENOMENAL HOPE 2206 N MAIN ST WHEATON IL 60187 NONE 501(C)(3) FOR GENERAL FUND 25000 1539500 THE MICHAEL J FOX FOUNDATION 111 W 33RD ST NEW YORK NY 10001 NONE 501(C)(3) FOR GENERAL FUND 750000 TEAM PHENOMENAL HOPE 2206 N MAIN ST WHEATON IL 60187 NONE 501(C)(3) FOR GENERAL FUND 50000 MILKEN SCHOOL CAPITAL CAMPAIGN (EAST CAMPUS) 15600 MULHOLLAND DRIVE LOS ANGELES CA 90077 NONE 501(C)(3) FOR GENERAL FUND 75000 ARCHER SCHOOL CAPITAL CAMPAIGN 11725 SUNSET BOULEVARD LOS ANGELES CA 90049 NONE 501(C)(3) FOR GENERAL FUND 100000 UC BERKELEY - ALZHEIMER'S RESEARCH 1608 FOURTH STREET STE 201 BERKELEY CA 947101103 NONE 501(C)(3) DR. KAUFER - BLOOD-BRAIN BARRIER DYSFUNCTION AS A NOVEL MECHANISM OF AD 200000 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE 501(C)(3) FOR GENERAL FUND 450000 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE 501(C)(3) FOR GENERAL FUND 450000 RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA 4560 FOUNTAIN AVE LOS ANGELES CA 90029 NONE 501(C)(3) OPERATIONAL SUPPORT FOR WLA & LA HOUSES 62500 SAINT JOHNS HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD LOS ANGELES CA 90404 NONE 501(C)(3) FOR GENERAL FUND 1800000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE 501(C)(3) FOR GENERAL FUND 5000 CEDARS SINAI 8700 BEVERLY BLVD STE 2416 LOS ANGELES CA 900481804 NONE 501(C)(3) DR. STANLEY JODRAN - UNDERSTANDING ADAPTIVE IMMUNE RESPONSES TO SARS-COV-2 INFECTIONS AND VACCINES 150000 CINCINNATI CHILDREN'S MEDICAL CENTER 3333 BURNET AVE CINCINNATI OH 452293039 NONE 501(C)(3) TOPICAL DELIVERY OF ANTI-INFLAMMATORY AGENTS TO THE ESOPHAGUS 100000 THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 105737501 NONE 501(C)(3) PREDICTING RISK AND INDIVIDUALIZING THERAPY FOR LYMPHOMA 100000 NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 NONE 501(C)(3) PULMONARY HYPERTENSION RESEARCH PROGRAM CONCEPTS 650000 UCLA FOUNDATION 10889 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90024 NONE 501(C)(3) DR. MOORE - UCLA PEDIATRIC CARDIOLOGY RESEARCH, FELLOWSHIP AND DIVISION SUPPORT 10000 CROHNS & COLITIS FOUNDATION INC 733 THIRD AVE 510 NEW YORK NY 10017 NONE 501(C)(3) FOR GENERAL FUND 5000 HOME AID LA (SHELTER PROVIDERS OF LOS ANGELES) 350 SOUTH BIXEL ST STE 201A LOS ANGELES CA 90017 NONE 501(C)(3) HOMEAID BUILDS PROGRAM 10000 LOS ANGELES JEWISH HEALTH (JEWISH HOME) 7150 TAMPA AVE RESEDA CA 91335 NONE 501(C)(3) GENERAL OPERATING SUPPORT 10000 LOS ANGELES REGIONAL FOODBANK 1734 EAST 41ST ST LOS ANGELES CA 90058 NONE 501(C)(3) GENERAL OPERATING SUPPORT 50000 OPERATION SMILE 3641 FACULTY BLVD VIRGINA BEACH VA 23453 NONE 501(C)(3) CLEFT LIP SURGERY FOR PATIENTS 10000 PS SCIENCE 1000 W HILLCREST BLVD INGLEWOOD CA 90301 NONE 501(C)(3) ADVANCING EQUITY: HANDS-ON SCIENCE EDUCATION & ENRICHMENT 20000 THE UCLA FOUNDATION (STUART HOUSE) 10889 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90024 NONE 501(C)(3) FOR GENERAL FUND 30000 MORE THAN WORDS INC 56 FELTON STREET WALTHAM MA 02453 NONE 501(C)(3) FOR GENERAL FUND 4000 UCLA FOUNDATION (OPERATION MEND) 10889 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90024 NONE 501(C)(3) GENERAL OPERATING SUPPORT 10000 UNITED WAY 523 W SIXTH STREET LOS ANGELES CA 90014 NONE 501(C)(3) FOR GENERAL FUND 10000 USC 650 CHILDS WAY RGL 331 LOS ANGELES CA 90086 NONE 501(C)(3) FOR GENERAL FUND 25000 THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 105737501 NONE 501(C)(3) PREDICTING RISK AND INDIVIDUALIZING THERAPY FOR LYMPHOMA 20000 JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES 6505 WILSHIRE BLVD STE 1000 LOS ANGELES CA 90048 NONE 501(C)(3) FOR GENERAL FUND 37500 5194000 14 871330 14 3832 18 1450447 0 2325609 0 2325609 0 0 0 0 0 0 0 0 0 0 X X 1 ALAN S BORSTEIN 11766 WILSHIRE BLVD STE 820 LOS ANGELES CA 90025 954718 X 2 ALAN S BORSTEIN 11766 WILSHIRE BLVD STE 820 LOS ANGELES CA 90025 800000 X 1 7543 SHARES NVIDIA CORP 954718 2024-06-24 PRECISION CASTPARTS CORP 266499 248563 WELLS FARGO 21389984 34166654 2934609 2973180 0 0 FREEDOM FINANCIAL DEBT FUND I AT COST 1022200 1022200 BAIN CAPITAL MID MKT CREDIT 2014 (A) LP AT COST 63629 63629 ENERGY CAPITAL PARTNERS AT COST 424389 424389 ISHARES PREFERRED AND INCOME SEC AT COST 872451 732552 PROLOGIS, INC. 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