2024-11-13T16:55:32-06:00 2023-12-31 330737981 CBIZ ADVISORS LLC 10474 SANTA MONICA BLVD SUITE 200 LOS ANGELES CA 90025 990PF 2023-04-17 921269392 NANCY A JOSEPHSON CHARITABLE TRUST U ART FOURTH NANC 3102682000 10474 SANTA MONICA BLVD 200 LOS ANGELES CA 90025 NANCY JOSEPHSON SANITSKY TRUSTEE 3102682000 2024-11-12 1 0 CHERYL A CALHOUN P00842323 3102682000 2023 2024-10-15 13:58:12Z X X 949640 X 1000000 20868 20868 -338 48038 0 1020530 20868 0 0 0 0 0 2852 2852 0 2852 19 19 0 19 2871 2871 0 2871 114100 114100 116971 2871 0 116971 903559 17997 0 10900 10900 11462 11462 0 881197 927278 0 903559 949640 0 0 X 0 0 0 0 0 903559 0 903559 0 903559 0 903559 0 903559 0 903559 AMERICAN EXPRESS CO 2023-05-02 2023-09-21 2323 2409 -86 -86 AON PLC 2023-05-02 2023-08-09 634 639 -5 -5 BANK OF AMERICA CORP COMMON 2023-05-02 2023-06-15 1022 977 45 45 BECTON DICKINSON 2023-05-02 2023-11-29 4029 4627 -598 -598 CHUBB LTD 2023-05-02 2023-11-29 3372 3070 302 302 CNR FIXED INCOME OPPORT CL N 1236 2023-05-02 2023-11-30 25000 24598 402 402 COMCAST CORP-CL A 2023-05-02 2023-11-29 5201 5378 -177 -177 EDWARDS LIFESCIENCES CORP 2023-05-02 2023-11-29 1346 1669 -323 -323 OLD DOMINION FREIGHT LINE INC 2023-05-02 2023-08-09 1607 1251 356 356 STARBUCKS CORP 2023-05-02 2023-11-29 3018 3184 -166 -166 VERALTO CORPORATION 2023-05-02 2023-10-05 438 516 -78 -78 VERALTO CORPORATION 2023-09-27 2023-10-13 48 58 -10 -10 -338 250 0 250 0 250 0 0 0 0 0 0 250 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A CBIZ ADVISORS LLC 3102682000 10474 SANTA MONICA BLVD 200 LOS ANGELES CA 90025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY A JOSEPHSON SANITSKY 10474 SANTA MONICA BLVD 200 LOS ANGELES CA 90025 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 396013 162500 0 558513 0 0 558513 8378 550135 19518 19518 250 250 19268 0 19268 0 19268 116971 0 116971 19268 0 0 0 116971 0 0 0 19268 97703 0 0 97703 0 0 0 0 0 0 0 97703 97703 X FRIENDS OF ISRAEL DEFESENSE FORCES PO BOX 4224 NEW YORK NY 10163 501(C)(3) MEMORY OF MARVIN JOSEPHSON/MATCH BY SABAN 10000 UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK CAMPUS ALM 2ND FLR MC0461 LOS ANGELES CA 900894017 501(C)(3) SANITSKY FAMILY ENDOWED SCHOLARSHIP FUND 10000 UCLA FOUNDATION 10889 WILSHIRE BLVD 1100 LOS ANGELES CA 90024 501(C)(3) INTERVENTIONAL CARDIOVASCULAR DISEASE PROGRAM 10000 FRIENDS OF UNITED HATZALAH INC 442 5TH AVE STE 1866 NEW YORK NY 10018 501(C)(3) ISRAEL UNDER ATTACK-EMERGENCY MEDICAL SERVICES 1800 JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY 17TH FLR NEW YORK NY 10004 501(C)(3) OPERATION SWORDS OF IRON-HELPING VICTIMS OF TERROR, REBUILDING INFRASTRCTURE, PROVIDING OTHER ASSISTANCE 5000 FRIENDS OF ISRAEL DEFESENSE FORCES PO BOX 4224 NEW YORK NY 10163 501(C)(3) EMERGENCY FUND 5000 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 501(C)(3) EMERGENCY FUND 1800 RONAL REAGAN UCLA MEDICAL CENTER BOARD STRATEGIC FUND PO BOX 7175 PASADENA CA 91109 501(C)(3) STRATEGIC FUND 25000 AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 75284 501(C)(3) CENTENNIAL FIGHTING CARDIOVASCULAR DISEASE 12500 FRIENDS OF UNITED HATZALAH INC 442 5TH AVE STE 1866 NEW YORK NY 10018 501(C)(3) ISRAEL UNDER ATTACK-EMERGENCY MEDICAL SERVICES 2500 CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 501(C)(3) BOARD OF GOVERNORS -ADVANCING MEDICAL KNOWLEDGE THROUGH FORWARD LOOKING RESEARCH 2000 FRIENDS OF THE SABAN COMMUNITY CLINIC 8405 BEVERLY BLVD LOS ANGELES CA 90048 501(C)(3) PROVIDES MEDICAL, DENTAL, AND MENTAL HEALTH CARE TO LOW INCOME RESIDENTS OF LOS ANGELES 1000 LOS ANGELES JEWISH FEDERATION PO BOX 524269 LOS ANGELES CA 90054 501(C)(3) COMBATTING HATE AND ANTISEMITISM, ADDRESSING POVERTY & NEED, BUILDING BRIDGES, DEVELOPING LEADERS, SUPPORTING GLOBAL JEWRY 25000 JEWISH STORY PARTNERS 357 S FAIRFAX AVE SUITE 406 LOS ANGELES CA 90036 501(C)(3) STIMULATES AND SUPPORTS DOCUMENTARY FILMS THAT EXPAND THE JEWISH STORY 2500 114100 0 20868 -338 0 0 20530 20530 1 TO MAINTAIN ASSETS TO SUPPORT CHARITABLE AND PHILANTHROPIC 2 CAUSES AND ORGANIZATIONS 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF MARVIN JOSEPHSON PER LAST C/O 10474 SANTA MONICA BLVD 200 LOS ANGELES CA 90025 1000000 X CITY NATIONAL SECURITES AT COST 881197 927278 INVESTMENT FEES-CITY NATIONAL SECURITIES 2852 2852 0 2852 FOREIGN TAXES ON INVESTMENT INCOME 19 19 0 19