2026-03-16T15:07:18-05:00 2025-04-30 953309779 GURSEY SCHNEIDER LLP 2121 AVENUE OF THE STARS SUITE 1300 LOS ANGELES CA 90067 990PF 2024-05-01 953625640 THE JUDY AND BERNARD BRISKIN FOUNDATION JUDY 3102751144 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 JUDITH BRISKIN TRUSTEE 3102751144 2026-03-14 1 0 NAZ AFSHAR P00441843 3105520960 2024 2025-03-06 01:10:19Z X 3183647 X X 19982 19982 74938 74938 52964 1004300 52964 147884 147884 0 0 0 3218 1609 1609 17529 8764 8765 6876 6876 0 35707 925 0 63330 18174 10374 658000 658000 721330 18174 668374 -573446 129710 41343 53395 53395 28205 14017 14017 2983471 2419167 2681023 430994 435212 435212 3484013 2921791 3183647 0 0 X 501 501 0 0 3483512 2921290 3484013 2921791 3484013 2921791 3484013 -573446 11224 2921791 0 2921791 ISHARES MSCI EAFE ETF 2023-12-19 2025-04-02 71194 65292 5902 5902 ISHARES MSCI EAFE ETF 2024-12-12 2025-04-02 12097 11760 337 337 ISHARES RUSSELL 1000 GROWTH ETF 2023-12-19 2025-04-02 32912 27266 5646 5646 ISHARES RUSSELL 1000 VALUE ETF 2023-12-19 2025-04-02 49933 43643 6290 6290 ISHARES S&P 500 INDEX FUND CLASS G 2023-12-19 2025-04-02 6000 5050 950 950 INGERSOLL-RAND LUXEMBOURG FINA 3.55% 11/01/2024 CTSY CHASE MANHATTAN 2024-01-05 2024-10-18 20975 20989 -14 -14 ISHARES MSCI EAFE ETF 2024-09-26 2025-04-02 1880 1939 -59 -59 COSTCO WHOLESALE CORP 1.75% 04/20/2032 2024-01-05 2025-04-03 5918 5911 7 7 U.S. TREASURY BOND 4.500000% 02/15/2036 2024-01-05 2025-04-03 35574 35757 -183 -183 SPECTRA ENERGY PARTNERS 3.375% 10/15/2026 2024-01-05 2025-04-03 12783 12721 62 62 SIMON PROPERTY GROUP INC 1.375% 01/15/2027 2024-01-05 2025-04-03 5700 5680 20 20 PHILIP MORRIS INTERNATIONAL IN 2.75% 02/25/2026 2024-01-05 2025-04-03 17710 17665 45 45 SPDR BLOOMBERG HIGH YIELD BOND ETF 2019-10-04 2025-04-02 4275 4841 -566 -566 SPDR BLOOMBERG HIGH YIELD BOND ETF 2023-12-19 2025-04-02 4845 4809 36 36 SPDR BLOOMBERG HIGH YIELD BOND ETF 2024-07-17 2025-04-02 2945 2961 -16 -16 DOMINION RESOURCES, INC. 5.95% 06/15/2035 2024-01-05 2025-04-03 6310 6243 67 67 VANGUARD FTSE EMERGING MKTS ETF 2019-09-13 2025-04-02 7929 7383 546 546 XTRACKERS MSCI EAFE HEDGED EQUITY ETF 2023-12-19 2025-04-02 49897 42506 7391 7391 XTRACKERS MSCI EAFE HEDGED EQUITY ETF 2024-09-26 2025-04-02 5093 5002 91 91 LOWE'S COMPANIES, INC. 4.8% 04/01/2026 2024-01-05 2025-04-03 7014 6987 27 27 U.S. TREASURY NOTE 1.750000% 01/31/2029 2024-01-05 2025-04-03 26060 25811 249 249 AIR LEASE CORPORATION 2.2% 01/15/2027 2024-01-05 2025-04-03 20162 19897 265 265 AMERICAN ELECTRIC POWER 3.2% 11/13/2027 2024-10-18 2025-04-03 10686 10611 75 75 COMCAST CORPORATION 4.4% 08/15/2035 2024-10-18 2025-04-03 5690 5768 -78 -78 VANGUARD FTSE EMERGING MKTS ETF 2023-12-19 2025-04-02 8065 7177 888 888 U.S. TREASURY NOTE 0.625000% 12/31/2027 2024-01-05 2025-04-03 88376 87661 715 715 ISHARES RUSSELL 1000 GROWTH ETF 2023-12-19 2024-07-17 10290 8483 1807 1807 U.S. TREASURY NOTE 3.875000% 01/15/2026 JJ CTSY CHASE MANHATTAN 2024-07-19 2024-10-18 24928 24765 163 163 ISHARES RUSSELL 2000 VALUE ETF 2023-12-19 2024-07-17 845 769 76 76 ISHARES RUSSELL 1000 GROWTH ETF 2024-09-26 2024-12-12 2074 1873 201 201 ISHARES RUSSELL 1000 GROWTH ETF 2023-12-19 2024-12-12 15349 11209 4140 4140 ISHARES RUSSELL 1000 VALUE 2023-12-19 2024-12-12 3091 2635 456 456 ISHARES S&P 500 INDEX FUND 2024-09-26 2024-12-12 9433 9000 433 433 ISHARES S&P 500 INDEX FUND 2023-12-19 2024-12-12 16458 12992 3466 3466 ISHARES RUSSELL 1000 VALUE 2021-09-20 2024-07-17 4021 3427 594 594 ISHARES RUSSELL 2000 VALUE ETF 2021-09-20 2024-07-17 1690 1555 135 135 ISHARES S&P 500 INDEX FUND 2021-09-20 2024-07-17 33000 26054 6946 6946 VANGUARD FTSE EMERGING MKTS ETF 2020-01-03 2024-07-17 90 90 0 0 U.S. TREASURY NOTE 1.250000% 12/31/2026 JD CTSY BMO NESBITT BUR 2024-01-05 2025-04-03 132188 131489 699 699 VANGUARD FTSE EMERGING MKTS ETF 2020-01-03 2024-07-17 448 455 -7 -7 XTRACKERS MSCI EAFE HEDGED EQUITY ETF 2019-12-02 2024-07-17 2179 1733 446 446 ISHARES S&P 500 INDEX FUND 2021-09-20 2024-12-12 7109 5196 1913 1913 SHIRE ACQUISITIONS INVESTMENTS 3.2% 09/23/2026 USD SR LIEN 2024-01-05 2024-07-12 20321 20307 14 14 BUNGE LIMITED FINANCE CORP. 3.25% 08/15/2026 USD CTSY CITIBANK, AG 2024-01-05 2024-10-18 16674 16503 171 171 EBAY INC 2.7% 03/11/2030 USD CTSY BARCLAYS CAPITA 2024-01-05 2024-10-18 20999 20657 342 342 FOX CORP 3.5% 04/08/2030 USD CTSY WACHOVIA 2024-01-05 2024-10-18 16968 16690 278 278 MORGAN STANLEY HYBRID MTN 07/20/2027 USD CTSY MORGAN 2024-01-05 2024-10-18 32243 31592 651 651 STATE STREET CORP HYBRID 11/21/2029 USD CTSY WACHOVIA 2024-01-05 2024-10-18 19841 19457 384 384 TRUIST FINANCIAL CORPORATION HYBRID MTN 03/02/2027 USD CTSY CITIBANK, AG 2024-01-05 2024-10-18 17193 16841 352 352 U.S. TREASURY NOTE 1.250000% 12/31/2026 JD CTSY BMO NESBITT BUR 2024-01-05 2024-10-18 31167 31055 112 112 VANGUARD FTSE EMERGING MKTS ETF 2019-09-13 2024-07-17 627 591 36 36 U.S. TREASURY NOTE 1.500000% 02/15/2030 2024-01-05 2025-04-03 45051 44588 463 463 52964 1803 0 1803 0 1803 2115 0 0 0 2115 X 0 312 312 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 3300461 45871 431486 3777818 0 0 3777818 56667 3721151 186058 186058 1803 1803 184255 0 184255 0 184255 668374 0 668374 184255 0 0 62551 1419843 3550679 5033073 668374 0 0 0 184255 484119 0 0 5517192 0 0 0 0 0 0 62551 5454641 1419843 3550679 484119 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 PUBLIC CHARITIES PERPETUATE EXEMPT ACTIVITIES 5000 THE VENKATRAMAN MEMORIAL TRUST 12 WESTBOURNE GARDENS HOVE BN3 5PP UK NONE PUBLIC CHARITIES PERPETUATE EXEMPT ACTIVITIES 3000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE PUBLIC CHARITIES PERPETUATE EXEMPT ACTIVITIES 550000 THE PEOPLE CONCREN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES CA 90018 NONE PUBLIC CHARITIES PERPETUATE EXEMPT ACTIVITIES 100000 658000 0 01 19982 01 74938 01 52964 0 147884 0 147884 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 17529 8764 8765 THE VENKATRAMAN MEMORIAL TRUST 12 WESTBOURNE GARDENS HOVE UK BN3 5PP 2024-12-19 3000 TO FULLY FUND A THREE YEAR UNIVERSITY DEGREE FOR ONE STUDENT IN THE INDIANFISHING VILLAGE OF KOVALAM. 3000 N/A AUGUST 21, 2024 2024-08-21 THE FOUNDATION MADE A $1,000 CONTRIBUTION TO THE VENKATRAMAN MEMORIAL TRUSTON DECEMBER 19, 2022 TO FUND THE BUILDING OF A NEW CLASSROOM IN KOVALAM,INDIA. PHOTOS AND REPORTS OF THE BUILT CLASSROOM WERE PROVIDED TO THEFOUNDATION BY THE FOUNDER OF THE VENKATRAMAN MEMORIAL TRUST, SYLVIA HOLDER,ON OCTOBER 6, 2023. A $3,000 CONTRIBTUION WAS MADE ONDECEMBER 5, 2023 TO FULLY FUND A THREE YEAR UNIVERSITY DEGREE FOR ONE OFTHE STUDENTS. SUBSEQUENTLY, AN ADDITIONAL $3,000 CONTRIBUTION WAS MADE ON DECEMBER 19, 2024 TO FULLLY FUND ANOTHER THREE YEAR UNIVERSITY DEGREE FOR ONE OF THE STUDENTS. GOLDMAN SACHS-PUBLIC EQUITY AT COST 891336 1143937 GOLDMAN SACHS-FIXED INCOME AT COST 1527831 1537086 LEGAL FEES 3218 1609 1609 PROPT USED TO CARRY OUT EXEMPT PURPOSE 430097 433097 433097 PREPAID FEDERAL TAX 897 2115 2115 ADJUSTMENT TO TRUST CORPUS 11224 MANAGEMENT FEES 6876 6876 0 DEPARTMENT OF JUSTICE FILING 200 200 0 FEDERAL TAXES 34782 0 0 FOREIGN TAXES 725 725 0