2024-03-15T12:17:33-05:00 2023-12-31 954476506 STUART M ROSS AN ACCOUNTANCY CORP 5355 QUAKERTOWN AVE WOODLAND HILLS CA 913643542 990PF 2023-01-01 263692176 BERCHIN FAMILY FOUNDATION BERC 3233567244 4905 MAYTIME LANE CULVER CITY CA 90230 MARION BERCHIN TRUSTEE 3233567244 2024-03-09 1 MARION BERCHIN 999009999 0 STUART ROSS P00174338 8185129191 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 60579 X 30914 X 805 805 25228 69626 25228 56947 26033 0 0 0 0 0 750 0 0 0 118 118 0 0 3 3 0 0 9 0 0 0 880 121 0 0 1150 1150 2030 121 0 1150 54917 25912 0 15754 0 10203 10203 0 50376 50376 15754 60579 60579 0 0 X 0 0 0 0 15754 60579 15754 60579 15754 60579 15754 54917 0 70671 10092 60579 212 SH ISHARES TR MSCI ACWIETF P 2017-07-21 2023-09-25 19758 14234 5524 5524 54 SH COSCO WHOLESALE P 2018-11-16 2023-09-25 49756 30164 19592 19592 CAPITAL GAINS DIVIDENDS P 112 112 112 25228 360 0 360 0 360 0 0 0 0 0 0 360 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 1 0 0 1 N/A JEFFREY BERCHIN 3233567244 4905 MAYTIME LANE CULVER CITY CA 90230 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY BERCHIN 4905 MAYTIME LANE CULVER CITY CA 90230 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 30003 2240 0 32243 0 0 32243 484 31759 1588 1588 360 360 1228 0 1228 0 1228 2300 0 2300 1228 0 0 1083 907 500 1200 3690 2300 0 0 0 1228 1072 0 0 4762 0 0 0 0 0 0 1083 3679 907 500 1200 1072 JEFFREY BERCHIN X STEP UP ON SECOND1 1460 4TH ST SUITE 200 SANTA MONICA CA 90401 PC HEALTH 100 AMERICAN CANCER SOCIETY PO BOX 840692 DALLAS TX 75284 PC HEALTH 100 BRAIN & BEHAVIOR RESEARCH FUND 747 3RD AVENUE 33RD FLOOR NEW YORK NY 10017 PC HEALTH 650 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 PC HEALTH 100 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 31709 PC HOUSING ASSISTANCEHOUSING 100 AMERICAN HEART ASSOCIATION PO BOX 840962 DALLAS TX 75284 PC HEALTH 100 1150 0 805 25228 0 0 26033 26033 4 DIVIDENDS AND INTEREST ON SECURITIES INCREASES AMOUNTS AVAILABLE FOR EXEMPT PURPOSES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 750 0 0 0 JEFFREY BERCHIN 4905 MAYTIME LANE CULVER CITY CA 90230 1000 ADDITIONAL CHARITABLE DONATIONS JEFFREY BEERCHIN ELECTS TO MAKE ANY ADDITIONAL LOAN TO COVER ANY SHORTAGE IN REQUIRED DISTRIBUTION 50376 50376 10203 10203 0 0 CHANGE IN INVESTMENT VALUE 10092 FINANCIAL ADVISOR FEES 118 118 0 0 JEFFREY BERCHIN 4905 MAYTIME LANE CULVER CITY CA 90230 IRS 9 0 0 0