2024-04-14T19:44:33-05:00 2023-11-30 200134357 MAHONEY & MAHONEY CPAS PA 400 VILLAGE SQUARE CROSSING STE 3J PALM BEACH GARDENS FL 33410 990PF 2022-12-01 953870520 TRAUB-BRITTAN FAMILY FOUNDATION TRAU 3105530105 9949 SANTA MONICA BLVD BEVERLY HILLS CA 90212 MAYNARD BRITTAN CHAIRMAN 3105530105 2024-04-14 1 MAYNARD BRITTAN 999009999 0 EDWARD MAHONEY P01054511 3103511019 2024-04-14 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2383098 X 295000 6334 6334 39773 39773 19067 146765 19067 970 970 361144 66144 0 0 0 4000 4000 0 252 252 0 12285 12285 0 16537 16537 0 372633 372633 389170 16537 372633 -28026 49607 110125 87772 87772 2685 2686 2685 2685 1499252 1493042 2290641 2200 200 2000 2000 2000 1614063 1585499 2383098 0 0 X 253420 253420 0 0 1360643 1332079 1614063 1585499 1614063 1585499 1614063 -28026 0 1586037 538 1585499 255 SHS BLACKSTONE INC P 2020-08-19 2023-04-20 23906 13038 10868 10868 14 SHS SHERWIN WILLIAMS CO P 2021-12-30 2023-04-20 3249 4905 -1656 -1656 0.854 SHS GLB X EMRG MRKT GRT CNSUMR P 2021-02-26 2023-06-22 21 38 -17 -17 410 SHS BANK OF AMERICA CORP P 2022-04-06 2023-06-22 11492 16273 -4781 -4781 20 SHS COMCAST CORP-CL A P 2011-03-14 2023-06-22 812 244 568 568 25 SHS AON PLC P 2023-08-18 2023-08-18 8088 5617 2471 2471 70 SHS EDWARDS LIFESCIENCES CORP P 2017-01-25 2023-08-18 5331 2240 3091 3091 55 SHS OLD DOMINION FREIGHT LINE INC P 2021-04-07 2023-08-18 21462 13435 8027 8027 95 SHS AMERICAN EXPRESS CO P 2022-01-06 2023-09-22 14622 16424 -1802 -1802 15 SHS ADOBE INC P 2015-04-27 2023-10-03 7648 1153 6495 6495 26 SHS VERALTO CORPORATION P 2016-09-22 2023-10-05 1900 707 1193 1193 224.99 SHS CNR FIXED INCOME OPPPORT CL N 1236 P 2015-05-05 2023-10-12 4220 6005 -1785 -1785 0.6667 SHS VERALTO CORPORATION P 2016-09-22 2023-10-13 48 18 30 30 223.836 SHS CNR FIXED INCOME OPPORT CL N 1236 P 2015-05-05 2023-10-24 4201 5976 -1775 -1775 400 SHS COTERRA ENERGY INC P 2022-07-01 2022-12-22 9777 10331 -554 -554 50 SHS TRANSUNION P 2021-12-29 2022-12-22 2786 5946 -3160 -3160 120 SHS TRANSUNION P 2020-10-07 2022-12-27 6685 10539 -3854 -3854 51 SHS SHERWIN WILLIAMS CO P 2020-11-30 2023-04-20 11837 12630 -793 -793 72 SHS COMCAST CORP-CL A P 2009-06-01 2023-06-22 2923 503 2420 2420 44 SHS COMCAST CORP-CL A P 2009-06-30 2023-06-22 1787 316 1471 1471 4 SHS COMCAST CORP-CL A P 2010-08-09 2023-06-22 162 38 124 124 50 SHS EDWARDS LIFESCIENCES CORP P 2016-02-12 2023-08-18 3808 1322 2486 2486 19067 690 0 690 0 690 0 0 0 0 0 40 730 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MAYNARD BRITTAN 3105530105 9949 SANTA MONICA BLVD BEVERLY HILLS CA 90212 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MAYNARD BRITTAN 9949 SANTA MONICA BOULEVARD BEVERLY HILLS CA 90212 CHAIRMAN 0.00 0 0 0 LINDA BRITTAN 9949 SANTA MONICA BOULEVARD BEVERLY HILLS CA 90212 SECRETARY 0.00 0 0 0 GRAYDON BRITTAN 9949 SANTA MONICA BOULEVARD BEVERLY HILLS CA 90212 CFO/VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 2020623 69666 2000 2092289 0 0 2092289 31384 2060905 103045 103045 690 690 102355 0 102355 0 102355 372633 0 372633 102355 0 0 205991 177307 76850 162855 317203 940206 372633 0 0 0 102355 270278 0 0 1210484 0 0 0 0 0 0 205991 1004493 177307 76850 162855 317203 270278 MAYNARD BRITTAN CHAIRMAN-CO TRAUB-B 9949 SANTA MONICA BLVD BEVERLY HILLS CA 90212 3105530105 NO SPECIFIC APPLICATION. ALL PERTINENT INFORMATION SHOULD BE INCLUDED. NO NO AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 EXEMPT NOT FOR PROFI CHARITABLE 4000 ANTI-DEFAMATION LEAGUE 10495 SANTA MONICA BLVD LOS ANGELES CA 90025 EXEMPT NOT FOR PROFI CHARITABLE 1000 BEVERLY HILLS FIREFIGHTERS ASSOCIATION 269 SOUTH BEVERLY DR STE 755 BEVERLY HILLS CA 90212 EXEMPT NOT FOR PROFI CHARITABLE 1500 BEVERLY HILLS POLICE ASSOCIATION 9663 SANTA MONICA BLVD 786 BEVERLY HILLS CA 90210 EXEMPT NOT FOR PROFI CHARITABLE 1500 CARDIOVASCULAR RESEARCH FOUNDATION 414 N CAMDEN DRIVE STE 1100 BEVERLY HILLS CA 90210 EXEMPT NOT FOR PROFI CHARITABLE 10000 CEDARS SINAI 6500 WILSHIRE BLVD STE 1600 LOS ANGELES CA 90048 EXEMPT NOT FOR PROFI CHARITABLE 2000 CENTER THEATRE GROUP 601 W TEMPLE STREET LOS ANGELES CA 90012 EXEMPT NOT FOR PROFI CHARITABLE 18000 CHARITY FAIR HORSE SHOW PO BOX 67-5312 RANCHO SANTA FE CA 92067 EXEMPT NOT FOR PROFI CHARITABLE 1000 CHILRDREN'S BURN FOUNDATION 5000 VAN NUYS BLVD STE 210 SHERMAN OAKS CA 91403 EXEMPT NOT FOR PROFI CHARITABLE 7500 COLUMBIA UNIVERSITY 622 WEST 113TH STREET MC 4520 NEW YORK NY 10025 EXEMPT NOT FOR PROFI CHARITABLE 15000 DANA POINT 5TH MARINE REGIMENT PO BOX 471 DANA POINT CA 92629 EXEMPT NOT FOR PROFI CHARITABLE 4000 J PAUL GETTY TRUST 200 S BARRINGTON AVENUE LOS ANGELES CA 90049 EXEMPT NOT FOR PROFI CHARITABLE 9113 LA FIRE DEPARTMENT FOUNDATION 1700 STADIUM WAY STE 100 LOS ANGELES CA 90012 EXEMPT NOT FOR PROFI CHARITABLE 5000 LACMA 5905 WILSHIRE BLVD LOS ANGELES CA 90036 EXEMPT NOT FOR PROFI CHARITABLE 3000 LOS ANGELES PHILHARMONIC 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 EXEMPT NOT FOR PROFI CHARITABLE 10000 MACCABI WORLD UNION INC 520 EIGHT AVENUE 4TH FLOOR NEW YORK NY 10018 EXEMPT NOT FOR PROFI CHARITABLE 25000 MARINE CORPS HERITAGE FOUNDATION PO BOX 96628 WASHINGTON DC 20090 EXEMPT NOT FOR PROFI CHARITABLE 500 MILKEN COMMUNITY SCHOOL 15800 ZELDINS WAY LOS ANGELES CA 90049 EXEMPT NOT FOR PROFI CHARITABLE 10000 POLO PONY RESCUE 34747 FLORENCELL AVENUE ACTON CA 93510 EXEMPT NOT FOR PROFI CHARITABLE 30000 POLO TRAINING FOUNDATION 825 E ROAD LOXAHATCHEE FL 33470 EXEMPT NOT FOR PROFI CHARITABLE 500 REGENERATIVE MEDICINE INSTITUTE 127 S SAN VICENTE BLVD STE A 8404 LOS ANGELES CA 90048 EXEMPT NOT FOR PROFI CHARITABLE 25000 SINAI TEMPLE 10400 WILSHIRE BLVD LOS ANGELES CA 90024 EXEMPT NOT FOR PROFI CHARITABLE 69755 TEEN CANCER 11845 W OLYMPIC BLVD STE 775W LOS ANGELES CA 90064 EXEMPT NOT FOR PROFI CHARITABLE 2500 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20077 EXEMPT NOT FOR PROFI CHARTIABLE 1250 THE JEWISH FEDERATION 6505 WILSHIRE BLVD LOS ANGELES CA 90048 EXEMPT NOT FOR PROFI CHARITABLE 65000 THE LIBRARY FOUNDATION 630 WEST FIFTH STREET LOS ANGELES CA 90071 EXEMPT NOT FOR PROFI CHATITABLE 12000 THE MAPLE COUNSELING CENTER 439 N CANON DRIVE STE 209 BEVERLY HILLS CA 90210 EXEMPT NOT FOR PROFI CHARITABLE 5000 THE MUSIC CENTER 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 EXEMPT NOT FOR PROFI CHARITABLE 8000 THE REAGAN FOUNDATION 40 PRESIDENTIAL DRIVE STE 200 SIMI VALLEY CA 93065 EXEMPT NOT FOR PROFI CHARITABLE 515 TOWER CANCER RESEARCH FOUNDATION 8767 WILSHIRE BLVD STE 401 BEVERLY HILLS CA 90211 EXEMPT NOT FOR PROFI CHARITABLE 15000 WILL ROGERS POLO CLUB INC 10947 BLOOMFIELD STREET 109 STUDIO CITY CA 91602 EXEMPT NOT FOR PROFI CHARITABLE 10000 372633 0 14 6334 14 39773 14 970 18 19067 0 66144 0 66144 0 0 0 0 0 0 0 0 0 0 X X 1 ALEXANDRA BRITTAN-SIEMONS PO BOX 1345 BEVERLY HILLS CA 90213 75000 X 2 MAYNARD BRITTAN PO BOX 1345 BEVERLY HILLS CA 90213 175000 X 3 GRAYDON BRITTAN PO BOX 1345 BEVERLY HILLS CA 90213 45000 X ACCOUNTING FEES 4000 4000 0 SECURITIES 1338042 2135641 BONDS 155000 155000 EQUESTRIAN EQUIPMENT 200 200 0 HORSE 2000 0 2000 TAX FREE BASIS ADJUSTMENT 538 MISCELLANEOUS EXPENSES 125 125 0 INVESTMENT FEES 12160 12160 0 STATE TAX REFUND 970 970 970 FOREIGN WITHHOLDING TAXES 252 252 0