2026-02-13T19:27:11-06:00 2025-09-30 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2024-10-01 474863975 BRAM & ELAINE GOLDSMITH FAMILY CHARITABLE TRUST % CORE BUSINESS MANAGEMENT BRAM 8053748555 9350 Wilshire Blvd 302 Beverly Hills CA 90212 RUSSELL GOLDSMITH TRUSTEE 8053748555 2026-02-16 true true GREGGORY J HUTCHINS P00365150 8053748555 2024 2025-03-06 01:10:19Z X 20237852 X 0 X 137644 137644 462705 462705 225235 5257162 225235 825584 825584 0 16052 8026 0 8026 39328 39328 35078 2250 90458 49604 0 8026 607600 607600 698058 49604 0 615626 127526 775980 0 6736744 745836 745836 0 499648 502150 9927153 14807511 16860177 1353516 2091944 2129689 18017413 18144939 20237852 0 0 X 18017413 18144939 18017413 18144939 18017413 18144939 18017413 127526 18144939 18144939 PUBLICLY TRADED SECURITIES P 5252199 5031927 220272 220272 CAPITAL GAIN DIVIDENDS P 4963 225235 10786 10786 10786 15000 0 15000 X 4214 4214 false false false false false false false true true CA true false false false false true N/A CORE BUSINESS MANAGEMENT 9168990573 9350 WILSHIRE BLVD 302 BEVERLY HILLS CA 90212 false false false false false false false false false false false false false false false false false false false false false RUSSELL D GOLDSMITH 9350 Wilshire Blvd 302 Beverly Hills CA 90212 TRUSTEE 1.0 0 0 0 BRIAN MACK GOLDSMITH 9350 Wilshire Blvd 302 Beverly Hills CA 90212 TRUSTEE 0.05 0 0 0 KATHRYN MACK GOLDSMITH 9350 Wilshire Blvd 302 Beverly Hills CA 90212 TRUSTEE 0.05 0 0 0 KAREN MACK GOLDSMITH 9350 Wilshire Blvd 302 Beverly Hills CA 90212 TRUSTEE 0.05 0 0 0 18018432 1752906 0 19771338 0 19771338 296570 19474768 973738 973738 10786 10786 962952 962952 962952 615626 0 0 0 0 615626 962952 564088 2022 2021 2020 0 0 615626 564088 51538 0 0 0 0 911414 0 0 NONE NONE X WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BLVD LOS ANGELES CA 90010 NONE PC IMPROVEMENTS TO RELIGIOUS SCHOOL, TEACHER DEVELOPMENT, PROGRAMMING AND GOLDSMITH FACULTY DEVELOPMENT FUND. 5000 UNITED WAY OF GREATER LOS ANGELES 1150 S OLIVE STREET SUITE T500 LOS ANGELES CA 90015 NONE PC GENERAL SUPPORT 5000 JEWISH FEDERATION COUNCIL OF GREATER LA 6505 WILSHIRE BLVD LOS ANGELES CA 90048 NONE PC GENERAL SUPPORT 155000 URBAN INSTITUTE 500 LEnfant Plaza SW Washington DC 20024 NONE PC GENERAL SUPPORT 5000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 NONE PC GENERAL SUPPORT 5000 BABY2BABY 5830 W JEFFERSON BLVD LOS ANGELES CA 90016 NONE PC GENERAL SUPPORT 67600 WEIZMANN INSTITUTE OF SCIENCE PO BOX 26 REHOVOT IS 7610001 NONE PC GENERAL SUPPORT 250000 WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS 9390 NORTH SANTA MONICA BLVD BEVERLY HILLS CA 90210 NONE PC GENERAL SUPPORT 50000 FOCUSING PHILANTHROPY INC 11693 SAN VICENTE BLVD NO 255 LOS ANGELES CA 90049 NONE PC GENERAL SUPPORT 25000 BRENT SHAPIRO FOUNDATION FOR DRUG AWARENESS 10250 CONSTELLATION BLVD 19TH FL LOS ANGELES CA 90067 NONE PC GENERAL SUPPORT 2500 HOLOCAUST MUSEUM LA 100 THE GROVE DRIVE LOS ANGELES CA 90036 NONE PC GENERAL SUPPORT 22500 THE JOHN THOMAS DYE SCHOOL 11414 CHALON ROAD LOS ANGELES CA 90049 NONE PC GENERAL SUPPORT 5000 EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC PO Box 4184 New York NY 10163 NONE PC GENERAL SUPPORT 10000 607600 14 137644 14 462705 18 225235 825584 825584 false false false false false false false false false false ACCOUNTING FEES 16052 8026 8026 NONE 5,895.57 SHS CALVERT FLEXIBLE 0 0 CNB - SEE ATTACHED 68294 68619 500,000 SHS NEXTERA ENERGY CAP 0 0 250,000 SHS BANK OF AMERICA N/ 0 0 250,000 SHS GOLDMAN SACHS BK 0 0 250,000 SHS WELLS FARGO BANK N 0 0 CNB - SEE ATTACHED 73470 74047 65,229 SHS PIMCO INCOME FUND 700090 709692 117,401.779 SHS PIMCO INCOME 1250090 1277331 523.5 SHS ROYAL BANK OF CA 55564 77122 3,230 SHS BANK OF AMERICA CORP 114245 166636 442 SHS ISHARES RUSSELL 1000 70170 89987 1,876 SHS ISHARES TRUST CORE 140149 163794 702 SHS VANGUARD INDEX FUNDS 280235 429891 1,563 SHS VANGUARD RUSSELL 140038 152893 CNB EQUITIES - SEE ATTACHED 3521271 4263121 6,878.762 SHS AB DISCOVERY 0 0 27,703.229 SHS ARTISAN INTL 535402 558220 5,649.717 SHS WCM FOCUSED 0 0 7,921 SHS VANGUARD INDEX 3958542 4850662 31,740 SHS BLACKSTONE SECD LEN 1000881 827462 9,611.688 SHS BROWN ADVISORY S 0 0 CNB EQUITIES - SEE ATTACHED 872957 879590 CNB EQUITIES - SEE ATTACHED 906054 961299 11,125 SHS BLACKSTONE SECD LEN 350169 290029 5,143 SHS VANGUARD S&P 500 ETF 2861834 3149471 499648 502150 INVESTMENT MANAGEMENT FEES 39328 39328 FOREIGN TAXES PAID 2250 2250 EXCISE TAX 32828