2026-09-11T18:28:08-05:00 2025-10-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990PF 2024-11-01 954078354 THE LOWELL MILKEN FAMILY FOUNDATION LOWE 3105704800 1250 FOURTH STREET 520 SANTA MONICA CA 90401 RICHARD YEE TREASURER 3105704800 2026-09-10 1 0 LIZBETH G NEVAREZ P01399668 3108731600 2026-09-10 2024 X 221867829 X 6000389 634336 634336 698102 698102 4448086 8003241 4427823 6569495 6652801 18350408 12413062 0 0 0 307204 0 307204 58720 0 58720 58643 0 58643 151715 73907 75858 339876 86430 253446 226752 16688 24096 69206 0 64567 0 64567 172342 4343 167999 1449025 181368 1010533 10892050 10892050 12341075 181368 11902583 6009333 12231694 23872 40482 40482 16170098 21628183 21628183 8371769 8946739 53127785 118630714 112558237 146413869 793737 136810 152536 656927 656927 167 583 583 143349156 143831151 221867829 0 0 X 143349156 143831151 143349156 143831151 143349156 143831151 143349156 6009333 0 149358489 5527338 143831151 PUBLICLY TRADED SECURITIES 2024-11-01 2025-10-31 6803295 2990757 3812538 3812538 ACT ONE VENTURES II LP P 2024-11-01 2025-10-31 78261 -78261 -78261 ACT ONE VENTURES LP P 2024-11-01 2025-10-31 49527 -49527 -49527 APOLLO CO-INVESTORS VIII (E), L.P. P 2024-11-01 2025-10-31 116896 -116896 -116896 APOLLO CO-INVESTORS VIII (EH-E), L.P. P 2024-11-01 2025-10-31 14 14 14 APOLLO INVESTMENT FUND VI, LP P 2024-11-01 2025-10-31 2231 2231 2231 CANYON LAUREL INVESTMENT FUND II (B) LP P 2024-11-01 2025-10-31 1095 1095 1095 CM-NP LLC P 2024-11-01 2025-10-31 286969 286969 286969 GREEN EQUITY INVESTORS SIDE VII, LP P 2024-11-01 2025-10-31 736339 57 736282 736282 GREEN EQUITY SIDE VII - SIDE CF III-B SELLING AIV, LP P 2024-11-01 2025-10-31 20 -20 -20 MARCH CAPITAL OPPORTUNITY FUND LP P 2024-11-01 2025-10-31 37520 37520 37520 MARCH CAPITAL PARTNERS FUND I LP P 2024-11-01 2025-10-31 2158 -2158 -2158 NP1 LLC P 2024-11-01 2025-10-31 23856 149927 -126071 -126071 NSE CARAMEL LLC P 2024-11-01 2025-10-31 29136 29136 29136 NSE GULL LLC P 2024-11-01 2025-10-31 115310 -115310 -115310 NSE PEANUT LLC P 2024-11-01 2025-10-31 4071 4071 4071 RANGER INVESTMENT MASTER FUND, LP P 2024-11-01 2025-10-31 72505 -72505 -72505 RFG-HAZEL LLC P 2024-11-01 2025-10-31 78715 78715 78715 4427823 170021 0 170021 0 170021 209897 0 0 0 209897 0 39876 39876 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.LOWELLMILKEN.ORG RICHARD YEE 3105704800 1250 FOURTH ST SUITE 520 SANTA MONICA CA 90401 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 LOWELL MILKEN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 PRESIDENT, DIRECTOR 35.00 0 0 0 RYAN MILKEN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 EXECUTIVE VICE PRESIDENT, DIRECTOR 30.00 0 0 0 DAVID MILKEN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 VICE PRESIDENT, DIRECTOR 10.00 0 0 0 JEREMY MILKEN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 VICE PRESIDENT, DIRECTOR 10.00 0 0 0 JEFF GREEN 1250 FOURTH ST 5TH FLOOR SANTA MONICA CA 90401 ASSISTANT SECRETARY, DIRECTOR 10.00 0 0 0 LANETTA WAHLGREN 1250 FOURTH ST 6TH FLOOR SANTA MONICA CA 90401 DIRECTOR 10.00 0 0 0 STAN MARON 1250 FOURTH ST 5TH FLOOR SANTA MONICA CA 90401 DIRECTOR 10.00 0 0 0 RICHARD YEE 1250 FOURTH ST 5TH FLOOR SANTA MONICA CA 90401 TREASURER & SECRETARY 15.00 0 0 0 ANTONIETTE GUGLIELMO 1250 FOURTH ST 4TH FLOOR SANTA MONICA CA 90401 EXECUTIVE DIRECTOR, 40.00 196900 23056 0 CONNOR WALDEN 1250 FOURTH ST 4TH FLOOR SANTA MONICA CA 90401 PROJECT MANAGER 40.00 77592 22676 0 0 EXHIBIT ASSOCIATES INC 1540 ATLANTIC AVE KANSAS CITY MO 64116 CONSTRUCTION 573595 MILKEN FAMILY FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 ACCOUNTING SERVICES 202756 EAGLEBACK CONSULTING 37139 ERRTHUM RD GUTTENBERG IA 52052 CONSULTING SERVICES 108220 0 0 56974044 15572189 146413868 218960101 0 0 218960101 3284402 215675699 10783785 10783785 170021 170021 10613764 0 10613764 0 10613764 11902583 0 11902583 10613764 0 0 335167 1082857 1418024 11902583 0 0 0 10613764 1288819 0 0 2706843 0 0 0 0 0 0 0 2706843 335167 1082857 1288819 LOWELL MILKEN X UNIVERSITY OF CALIFORNIA LOS ANGELES - SCHOOL OF LAW OFFICE OF THE DEAN 385 CHARLES E YOUNG DR EAST 2332 LOS ANGELES CA 900951476 PC HIGHER ED & RESEARCH INST. & PROGS 2850000 MILKEN COMMUNITY SCHOOL 15800 ZELDINS WAY AT MULHOLLAND DR LOS ANGELES CA 90049 PC PRESCHOOL - 12TH GRADE PROGRAMS 2600000 THE MILKEN INSTITUTE 1250 FOURTH ST SANTA MONICA CA 90401 PC CULTURAL, LIBRARIES & MUSEUMS 1250000 STEPHEN WISE TEMPLE 15500 STEPHEN S WISE DR LOS ANGELES CA 90077 PC COMMUNITY CENTERS & PROGRAMS 500000 ART CENTER COLLEGE OF DESIGN 1700 LIDA ST PASADENA CA 91103 PC HIGHER ED & RESEARCH INST. & PROGS 450000 JERUSALEM CENTER FOR SECURITY & FOREIGN AFFAIRS (THE CENTRAL FUND OF ISRAEL 429 CENTRAL AVENUE CEDARHURST NY 11516 PC COMMUNITY CENTERS & PROGRAMS 400000 JEWISH NEWS SERVICE INC 9450 SW GEMINI DR BEAVERTON OR 970087105 PC COMMUNITY CENTERS & PROGRAMS 400000 THE LAWFARE PROJECT 633 THIRD AVE 21ST FLOOR NEW YORK NY 10017 PC COMMUNITY CENTERS & PROGRAMS 400000 NAMI WESTSIDE LA 921 WESTWOOD BLVD 236 LOS ANGELES CA 90024 PC HUMAN SERVICE PROGRAMS 400000 LETTER OF THE LAW - SHURAT HADIN ISRAEL LAW CENTER PO BOX 491 WOODMERE NY 11598 PC COMMUNITY CENTERS & PROGRAMS 250000 MEMRI - THE MIDDLE EAST MEDIA AND RESEARCH INSTITUTE 1411 K ST NW 11TH FLOOR WASHINGTON DC 20005 PC COMMUNITY CENTERS & PROGRAMS 200000 PROSTATE CANCER FOUNDATION 1250 FOURTH ST 360 SANTA MONICA CA 90401 PC PROSTATE CANCER RESEARCH 101000 AMERICAN FRIENDS OF AISH HATORAH-WESTERN REGION 1458 S ROBERTSON BLVD LOS ANGELES CA 90035 PC COMMUNITY CENTERS & PROGRAMS 100000 UNIVERSITY OF CALIFORNIA LOS ANGELES PO BOX 7145 PASADENA CA 911099903 PC GENERAL RESEARCH 100000 AMERICAN FRIENDS OF ARIEL 7870 LAGO DEL MAR DRIVE 123 BOCA RATON FL 33433 PC PRESCHOOL - 12TH GRADE PROGRAMS 100000 ISRAEL DEFENSE AND SECURITY FORUM (THE CENTRAL FUND OF ISRAEL) C/O JEFFREY GOLDFARB 244 MADISON AVE 348 NEW YORK NY 10017 PC COMMUNITY CENTERS & PROGRAMS 100000 ISRAEL GLOBAL INITIATIVE FUND 7234 N GREEN BAY AVE 203 GLENDALE WI 53209 PC COMMUNITY CENTERS & PROGRAMS 100000 PARKINSONS FOUNDATION 5757 WATERFORD DISTRICT DRIVE 310 MIAMI FL 33126 PC GENERAL RESEARCH 100000 MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH 111 W 33RD ST 10TH FLOOR NEW YORK NY 10120 PC GENERAL RESEARCH 100000 VAN LEER-JERUSALEM INSTITUTEMILKEN INNOVATION CENTER 630 THIRD AVE 15TH FLOOR NEW YORK NY 10017 PC COMMUNITY CENTERS & PROGRAMS 75000 ARIEL UNIVERSITY FOUNDATION C/O YAIR SEGEV 1500 WASHINGTON ST APT 11 R HOBOKEN NJ 07030 PC HIGHER ED & RESEARCH INST. & PROGS 50000 UCLA - GERIATRIC MEDICINE 10889 WILSHIRE BLVD 1000 LOS ANGELES CA 90024 PC GENERAL RESEARCH 50000 AMERICAN PARKINSON DISEASE ASSOCIATION 135 PARKINSON AVENUE STATEN ISLAND NY 10305 PC GENERAL RESEARCH 50000 TEACHERS OF PROMISE FOUNDATION PO BOX 4391 ROANOKE VA 24015 PC PRESCHOOL - 12TH GRADE PROGRAMS 25000 STANDWITHUS 6505 WILSHIRE BLVD 500 LOS ANGELES CA 90048 PC COMMUNITY CENTERS & PROGRAMS 25000 VARIETY CHILDRENS CHARITIES OF THE DESERT TENT 66 42600 COOK ST 150 PALM DESERT CA 92211 PC HUMAN SERVICE PROGRAMS 20000 RONALD REAGAN PRESIDENTIAL FOUNDATION & INSTITUTE 40 PRESIDENTIAL DR 200 SIMI VALLEY CA 930650600 PC CULTURAL, LIBRARIES & MUSEUMS 10000 VENICE FAMILY CLINIC 604 ROSE AVE VENICE CA 90291 PC HEALTH CARE 10000 AMERICAN CONFERENCE OF CANTORS 1375 REMINGTON RD SUITE M SCHAUMBURG IL 601734844 PC COMMUNITY CENTERS & PROGRAMS 5400 WOUNDED WARRIOR PROJECT INC PO BOX 758514 TOPEKA KS 666758514 PC HUMAN SERVICE PROGRAMS 5000 BRENT SHAPIRO FOUNDATION FOR DRUG AWARENESS 10250 CONSTELLATION BLVD 19TH FLOOR LOS ANGELES CA 90067 PC HUMAN SERVICE PROGRAMS 5000 NATIONAL PANCREATIC CANCER FOUNDATION PO BOX 189 BOX ELDER SD 57719 PC GENERAL RESEARCH 5000 LOS ANGELES YOUTH ORCHESTRA 4924 BALBOA BLVD 409 ENCINO CA 91316 PC CULTURAL, LIBRARIES & MUSEUMS 2500 CAMP RAMAH IN CALIFORNIA 6505 WILSHIRE BLVD 440 LOS ANGELES CA 90048 PC COMMUNITY CENTERS & PROGRAMS 2500 BREAKTHROUGH T1D 1391 WARNER AVE SUITE D TUSTIN CA 92780 PC GENERAL RESEARCH 2500 DENKAI ANIMAL SANCTUARY 970 COUNTY RD 126 HESPERUS CO 81326 PC COMMUNITY CENTERS & PROGRAMS 2000 FATHER FLANAGAN'S BOYS TOWN 200 FLANAGAN BLVD BOYS TOWN NE 680109988 PC HUMAN SERVICE PROGRAMS 2000 MICHELE R 102 CANTO DRIVE MORGANTOWN WV 26508 I APPROVED PROGRAM GRANT 1250 ROSEMARY Z 441 HARDY ROAD TROY MO 63379 I APPROVED PROGRAM GRANT 1250 ROSEMARY D 157 WILLOW DRIVE GUYTON GA 31312 I APPROVED PROGRAM GRANT 1250 REBECCA W 338 WILLOWBAY DRIVE BYRAM MS 39272 I APPROVED PROGRAM GRANT 1250 JENNIFER B 2336 S 12TH STREET ST LOUIS MO 63104 I APPROVED PROGRAM GRANT 1250 PNINA B 13025 KILLION STREET VAN NUYS CA 91401 I APPROVED PROGRAM GRANT 1250 MINDY S 105 W CHAPLINE 57 SHARPSBURG MD 21782 I APPROVED PROGRAM GRANT 1250 MICHAL A 206 S MILLER POTWIN KS 67123 I APPROVED PROGRAM GRANT 1250 MATT Y 5201 BRAND ROAD DUBLIN OH 43017 I APPROVED PROGRAM GRANT 1250 MARY M 925 LOVEJOY ROAD ASHVILLE AL 35953 I APPROVED PROGRAM GRANT 1250 KERI R 3120 WINDCHASE BLVD HOUSTON TX 77082 I APPROVED PROGRAM GRANT 1250 KATHRYN P 4220 N HUSON STREET TACOMA WA 98407 I APPROVED PROGRAM GRANT 1250 JENNIFER K 28653 CAMPBELL DRIVE WARREN MI 48093 I APPROVED PROGRAM GRANT 1250 AJA B 675 PELHAM ROAD F9 NEW ROCHELLE NY 10805 I APPROVED PROGRAM GRANT 1250 SAMANTHA F 100 AUGUSTUS DRIVE LEESBURG GA 31763 I APPROVED PROGRAM GRANT 1250 SARAH E 20 UNION PLACE ROOSEVELT NY 11575 I APPROVED PROGRAM GRANT 1250 SOUDABEH M 12442 BODEGA COURT SAN DIEGO CA 92128 I APPROVED PROGRAM GRANT 1250 ASHLI K 3211 ILFORD ROAD NE RIO RANCHO NM 87144 I APPROVED PROGRAM GRANT 1250 ERICA Q 8601 BRIARDALE DRIVE BISMARCK ND 58504 I APPROVED PROGRAM GRANT 1250 ARCHANA K 11 SILVER BIRCH COURT MONMOUTH JUNCTION NJ 08852 I APPROVED PROGRAM GRANT 1250 ELIZABETH D 4014 HILLSWIND STREET SAN ANTONIO TX 78217 I APPROVED PROGRAM GRANT 1250 DENISE W 182 MADDOX AVENUE TAYLORSVILLE KY 40071 I APPROVED PROGRAM GRANT 1250 CORINA A 850 E MAIN STREET APT 310 STAMFORD CT 06902 I APPROVED PROGRAM GRANT 1250 STEPHEN N 4267 HILDRETH STREET SE WASHINGTON DC 20019 I APPROVED PROGRAM GRANT 1250 BRIAN D 10 ROOSEVELT AVENUE GLEN HEAD NY 11545 I APPROVED PROGRAM GRANT 1250 ANNA A 1783 S GARTH AVENUE LOS ANGELES CA 90035 I APPROVED PROGRAM GRANT 1250 CHERYL L 16010 PUSKITA TRAIL JACKSONVILLE FL 32218 I APPROVED PROGRAM GRANT 1250 MAUREEN B 4961 CARIBEE DRIVE ST LOUIS MO 63128 I APPROVED PROGRAM GRANT 1250 JAMES L 25 COPPERSMITH ROAD LEVITTOWN NY 11756 I APPROVED PROGRAM GRANT 1250 MONICO V 1010 S FLORES STREET 104 SAN ANTONIO TX 78204 I APPROVED PROGRAM GRANT 1250 SUSANNAH V 1601 OSBORN ROAD LANSING MI 48915 I APPROVED PROGRAM GRANT 1250 SUSAN V 13 N PEARSON DRIVE WARWICK RI 02888 I APPROVED PROGRAM GRANT 1250 SUSAN G KOMEN BREAST CANCER FOUNDATION INC PO BOX 738901 DALLAS TX 753738901 PC GENERAL RESEARCH 1150 CREATE CA 85 S GRAND AVE PASADENA CA 91105 PC PRESCHOOL - 12TH GRADE PROGRAMS 1000 AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION 1300 WILSON BLVD 600 ARLINGTON VA 22209 PC GENERAL RESEARCH 1000 KESHET CHAIM DANCE ENSEMBLE 4155 DIXIE CANYON BLVD SHERMAN OAKS CA 91423 PC CULTURAL, LIBRARIES & MUSEUMS 1000 10892050 MILKEN COMMUNITY SCHOOL 15800 ZELDINS WAY AT MULHOLLAND DR LOS ANGELES CA 90049 PC PRESCHOOL - 12TH GRADE PROGRAMS 7500000 UNIVERSITY OF CALIFORNIA LOS ANGELES - SCHOOL OF LAW OFFICE OF THE DEAN 385 CHARLES E YOUNG DR EAST 2332 LOS ANGELES CA 900951476 PC HIGHER ED & RESEARCH INST. & PROGS 1300000 THE MILKEN INSTITUTE 1250 FOURTH ST SANTA MONICA CA 90401 PC CULTURAL, LIBRARIES & MUSEUMS 1250000 NAMI WESTSIDE LA 921 WESTWOOD BLVD 236 LOS ANGELES CA 90024 PC HUMAN SERVICE PROGRAMS 800000 STEPHEN WISE TEMPLE 15500 STEPHEN S WISE DR LOS ANGELES CA 90077 PC COMMUNITY CENTERS & PROGRAMS 250000 KECK MEDICINE OF USC 1150 S OLIVE STREET 25TH FLOOR LOS ANGELES CA 90015 PC HEALTH CARE 150000 AMERICAN FRIENDS OF ARIEL 7870 LAGO DEL MAR DRIVE 123 BOCA RATON FL 33433 PC PRESCHOOL - 12TH GRADE PROGRAMS 100000 ISRAEL AMERICA ACADEMIC EXCHANGE 8383 WILSHIRE BLVD 400 BEVERLY HILLS CA 90211 PC HIGHER ED & RESEARCH INST. & PROGS 50000 TEACHERS OF PROMISE FOUNDATION PO BOX 4391 ROANOKE VA 24015 PC PRESCHOOL - 12TH GRADE PROGRAMS 25000 11425000 14 634336 14 698102 14 6569495 18 4448086 0 12350019 0 12350019 0 0 0 0 0 0 0 0 0 0 X X 1 ELMVIEW FINANCIAL LLC 1250 4TH ST 5TH FLOOR SANTA MONICA CA 90401 1479410 X 2 BAYSIDE PARTNERS LLC 1250 4TH ST 5TH FLOOR SANTA MONICA CA 90401 4520979 X 1 DONATED STOCK 1479410 2024-12-27 2 DONATED STOCK 4520979 2024-12-30 ACCOUNTING 151715 73907 75858 DOMESTIC CORPORATE STOCKS 4013539 41804018 FOREIGN STOCK 4933200 11323767 ACT ONE VENTURES I, L.P. FMV 1001067 1819143 ACT ONE VENTURES II, L.P. FMV 661258 1200384 ACT ONE VENTURES III, L.P. FMV 562657 627356 APOLLO INVESTMENT FUND IV, L.P. FMV 1708 465 APOLLO INVESTMENT FUND VI, L.P. FMV 186501 67848 APOLLO INVESTMENT FUND VIII, L.P. FMV 353333 475278 BRYN PHARMA LLC FMV 66491 0 CANYON LAUREL INVESTMENT FUND II-B, LP FMV 1080676 1179331 CM-NP, LLC FMV 69502035 90307026 GREEN EQUITY INVESTMENT VII FMV 1037408 1405002 LNSP, LLC (FCI II) FMV 778145 1580779 MARCH CAPITAL PARTNERS I, L.P. FMV 708203 1551474 NP1,LLC FMV 29275020 36404445 NSE CARAMEL LLC FMV 2506331 3629191 NSE GULL LLC FMV 1368441 1894678 NSE PEANUT LLC FMV 767613 678287 RANGER SMALL CAP FUND, L.P. FMV 0 146057 RFG-NP, LLC FMV 382172 1133009 MCC - BUCKLE, LP FMV 1812281 1807219 MCC - RANGER FMV 506897 506897 FURNITURE AND FIXTURES 691467 101142 590325 590325 TENANT IMPROVEMENTS 87270 31168 56102 56102 SOFTWARE 15000 4500 10500 10500 LEGAL 58643 0 58643 DEPOSITS 167 583 583 DIFFERENCE BETWEEN TAX AND ACCOUNTING BASIS OF CONTRIBUTED ASSETS 5527338 BANK CHARGES 283 255 28 DUES & SUBSCRIPTIONS 16454 0 16454 EMPLOYMENT/RECRUITING 221 0 221 EQUIPMENT RENTAL 3835 0 3835 HONORARIUM 4000 0 4000 POSTAGE/MESSENGER 30419 0 30419 PUBLIC RELATIONS 6896 0 6896 REPAIRS & MAINTENANCE - EQUIPMENT 1763 0 1763 SUPPLIES 60838 0 60838 TAX & LICENSE FEES 2153 0 2153 TELEPHONE 690 0 690 TEMPORARY HELP 6050 0 6050 VIDEO 3054 0 3054 WEBSITE 27000 0 27000 EXHIBITION SPACE 3038 0 3038 INSURANCE 1560 0 1560 CUSTODY/SAFEKEEPING FEES 4088 4088 0 ACT ONE VENTURES II LP -25878 -25878 -25878 ACT ONE VENTURES III LP -30427 -30427 -30427 ACT ONE VENTURES LP 1050594 1050594 1050594 APOLLO CO-INVESTORS VIII (E), LP 12340 12340 12340 APOLLO CO-INVESTORS VIII (EH-E), LP 24 24 24 APOLLO INVESTMENT FUND IV, L.P. -813 -813 -813 APOLLO INVESTMENT FUND VI, LP 70 70 70 BRYN PHARMA LLC -376105 -376105 -376105 CANYON LAUREL INVESTMENT FUND II (B) LP 70591 70591 70591 CM-NP LLC 3574355 3652538 3574355 GREEN EQUITY INVESTORS SIDE VII, LP -1776 -1578 -1776 LSNP (FCI II) -1025 -1025 -1025 MARCH CAPITAL OPPORTUNITY FUND LP -12904 -12904 -12904 MARCH CAPITAL PARTNERS FUND I LP 16694 16694 16694 NP1 LLC 1442368 1447293 1442368 NSE CARAMEL LLC -32044 -32044 -32044 NSE GULL LLC 10261 10261 10261 NSE LEMON LLC -6087 -6087 -6087 NSE PEANUT LLC 1746 1746 1746 RANGER INVESTMENT MASTER FUND, LP 817396 817396 817396 RFG-HAZEL LLC -7816 -7816 -7816 RFG-NP LLC 67931 67931 67931 CONSULTING 225091 0 225091 OTHER PROFESSIONAL FEES 28083 0 28083 INVESTMENT ADVISORY FEES 86430 86430 0 PAYROLL FEES 272 0 272 FEDERAL EXCISE TAX 185000 0 0 FOREIGN TAXES 16688 16688 0 PAYROLL TAX 24096 0 24096 FILING FEES 968 0 0