2025-06-16T10:19:30-07:00 2024-12-31 201575967 MCGOVERN PLANESI & WALTERS LLP 9156 Elk Grove BLVD ELK GROVE CA 95624 990PF 2024-01-01 946092306 BRODOVSKY FOUNDATION BROD 9164568800 3126 O STREET SACRAMENTO CA 95816 ALAN BRODOVSKY Secretary 2025-06-01 true true ROBERT L PLANESI P00054129 9166861040 2024 2025-03-06 01:10:19Z X 4200700 X X 18951 18951 96821 96821 -377 471 336308 471 175 175 116418 116418 2100 2100 252 252 606 606 2958 2958 0 187094 187094 190052 2958 187094 -73634 113460 29195 38788 38788 99565 138325 138325 7050 3590904 3474370 4023587 3726714 3651483 4200700 0 X 3726714 3651483 3726714 3651483 3726714 3651483 3726714 -73634 1 3653081 1598 3651483 FREEPORT FARMS K-1 P 2001-01-01 2024-01-01 1605 -1605 -1605 UBS FINANCIAL SERVICES P 2001-01-01 2024-01-01 22848 33086 -10238 -10238 FIDELITY INVESTMENTS P 2024-01-01 2024-01-01 6854 6854 FIDELITY INVESTMENTS P 2001-01-01 2024-01-01 299104 287242 11862 11862 PG&E CORP P 2001-01-01 2024-01-01 7502 7050 452 452 471 1577 1577 1577 1600 1600 X 3 20 20 false false false false false false false true true CA true false false false false true N/A ALAN BRODOVSKY 9164568800 3126 O STREET SACRAMENTO CA 95816 false false false false false false false false false false false false false false false false false false false false false false WILLIAM BRODOVSKY 3126 O STREET SACRAMENTO CA 95816 President 2.00 0 ALAN BRODOVSKY 3126 O STREET SACRAMENTO CA 95816 SECTY/TREAS. 2.00 0 RICHARD BRODOVSKY 3126 O STREET SACRAMENTO CA 95816 VICE PRES. 2.00 0 NONE NONE 3788325 162880 75000 4026205 0 4026205 60393 3965812 198291 198291 1577 1577 196714 196714 196714 187094 187094 196714 182050 187094 182050 0 5044 191670 X MOSIAC LAW CONGREGATION 2300 SIERRA BLVD SACRAMENTO CA 95825 NONE PC RELIGIOUS 33144 ARTHRITIS FOUNDATION 1851 HERITAGE LN SACRAMENTO CA 95815 NONE PC TO AID IN THE RESEARCH FOR AND TREATMENT OF ARTHRITIS 1000 HILLEL FOUNDATION OF DAVIS 800 EIGHTH ST NW WASHINGTON DC 20001 NONE PC TO HELP JEWISH STUDENTS AROUND THE WORLD PRACTICE JUDAISM WHILE AWAY AT SCHOOL 1800 WORLD JEWISH CONGRESS 501 MADISON AVE NEW YORK NY 10022 NONE PC TO PROTECT AND ADVANCE THE RIGHTS OF JEWISH PEOPLE THROUGHOUT THE WORLD 1000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC TO AID IN FIGHTING HEART DISEASE 1000 JEWISH BRAILLE INSTITUTE 110 EAST 30TH ST NEW YORK NY 10016 NONE PC TO HELP FUND THE EFFORTS OF THE JEWISH BRAILLE INSTITUTE 500 MEMSLOANKETTERING CANCER CTR 1275 YORK AVE NEW YORK NY 10065 NONE PC TO HELP FUND CANCER RESEARCH, TREATMENT AND EDUCATION 1000 AMERICAN CANCER SOCIETY PO BOX 22718 OKLAHOMA CITY OK 73123 NONE PC TO HELP FUND CANCER RESEARCH AND EDUCATION 1000 SACRAMENTO CHILDRENS RECEIVING HOME 3555 AUBURN BLVD SACRAMENTO CA 95821 NONE PC PROVIDE SERVICES FOR CHILDREN AND THEIR FAMILIES SUFFERING THE EFFECTS OF ABUSE AND NEGLECT 500 CHABAD OF SACRAMENTO 945 EVELYN LN SACRAMENTO CA 95864 NONE PC RELIGIOUS 15400 SHALOM SCHOOL 2320 SIERRA BLVD SACRAMENTO CA 95825 NONE PC HELP PROVIDE RELIGIOUS AND EDUCATIONAL SUPPORT 12000 AMERICAN DIABETES ASSOCIATION PO BOX 11454 ALEXANDRIA VA 22312 NONE PC TO AID IN FIGHTING DIABETES 1000 JEWISH FEDERATION SACRAMENTO 2130 21ST STREET SACRAMENTO CA 95818 NONE PC TO SERVE & ENRICH THE JEWISH COMMUNITY & THOSE WHO SUPPORT & IDENTIFY WITH IT 40000 UC DAVIS MIND INSTITUTE 2825 50TH STREET SACRAMENTO CA 95817 NONE PC EDUCATIONAL 3000 BIRTHRIGHT ISRAEL FOUNDATION 33 E 33RD ST 7TH FLOOR NEW YORK NY 10016 NONE PC PROVIDE EDUCATIONAL FIRST-TIME TRIPS TO ISRAEL FOR JEWISH YOUNG ADULTS 3500 FRIENDS OF THE ISRAEL DEFENSE FORCE 1430 BROADWAY NEW YORK NY 10018 NONE PC TO HELP SUPPORT SOLDIERS OF ISRAEL 22500 AMERICAN ASSOC BEN-GURION UNIVERSIT 1001 AVE OF THE AMERICAS 19TH FL NEW YORK NY 10018 NONE PC HELP PROVIDE RELIGIOUS AND EDUCATIONAL SUPPORT 1000 ANTIDEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PC TO HELP STOP THE DEFAMATION OF THE JEWISH PEOPLE 7000 JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 NONE PC ORGANIZATION SPECIALIZING IN DEVELOPMENT OF ISRAELI LAND AND INFRASTRUCTURE 1750 AMERICAN COMMITTEE WEIZMANN INSTITU 633 THIRD AVE NEW YORK NY 10017 NONE PC INTERNATIONAL CENTER OF SCIENTIFIC RESEARCH AND GRADUATE STUDY IN REHOVOT ISRAEL 1000 AMERICAN LEADERSHIP FORUM MT VALLEY 2495 NATOMAS PARK DR STE 200 SACRAMENTO CA 95833 NONE PC TO IMPROVE THE SOCIAL, ECONOMIC, AND POLITICAL FABRIC OF THE GREATER SACRAMENTO REGION 1000 KVIE 2030 W EL CAMINO AVE SACRAMENTO CA 95833 NONE PC PUBLIC TELEVISION 1000 KENESSET ISRAEL TORAH CTR 1165 MORSE AVE SACRAMENTO CA 95864 NONE PC FUNDING FOR THE CENTER OF TORAH LEARNING FOR THE COMMUNITY 500 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY LOS ANGELES CA 90035 NONE PC TO AID IN THE FIGHT AGAINST ANTI-SEMITISM 1000 SUTTER MEDICAL FOUNDATION 2700 GATEWAY OAKS DR STE 2200 SACRAMENTO CA 95834 NONE PC FUNDING FOR HEALTHY COMMUNITIES, ENHANCEMENT OF PATIENT CARE, AND HELP THE NEEDS OF THE GROWING COMMUNITY 1000 THE LEUKEMIA LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 NONE PC CANCER RESEARCH 1000 AMERICAN FRIENDS OF MAGEN DAVID ADO 352 SEVENTH AVE STE 400 NEW YORK NY 10001 NONE PC EMERGENCY RELIEF ORGANIZATION 12500 UC DAVIS HEALTH PO BOX 160186 SACRAMENTO CA 95816 NONE PC HEALTH CARE 2500 HOME OF PEACE 6200 STOCKTON BLVD SACRAMENTO CA 95824 NONE PC CEMETERY 2500 AMERICAN LEADERSHIP FORUM - NATIONA PO BOX 59612 SAN JOSE CA 95159 NONE PC TO IMPROVE THE SOCIAL, ECONOMIC, AND POLITICAL FABRIC OF THE NATION 750 CHABAD OF ROSEVILLE 945 EVELYN LN SACRAMENTO CA 95864 NONE PC RELIGIOUS 4000 COLEL CHABAD 806 EASTERN PKWY BROOKLYN NY 11213 NONE PC RELIGIOUS 2500 CENTER FOR FATHERS AND FAMILIES 920 DEL PASO BLVD SACRAMENTO CA 95815 NONE PC RESPONDING TO THE NEEDS OF FATHERS AND THEIR FAMILIES 500 SACRAMENTO TREE FOUNDATION 6011 MIDWAY ST SACRAMENTO CA 95828 NONE PC STEWARD THE URBAN FOREST THROUGHOUT ITS WHOLE LIFECYCLE 500 ST JOHN'S PROGRAM FOR REAL CHANGE 2443 FAIR OAKS BLVD 369 SACRAMENTO CA 95825 NONE PC RESIDENTIAL PROGRAM FOCUSED ON MOTHER-LED FAMILIES STRUGGLING WITH HOMELESSNESS 500 ZAKA TEL AVIV INC 39 BRYANT DR JACKSON TOWNSHIP NJ 08527 NONE PC EMERGENCY RESPONSE UNIT OFFERING IMMEDIATE AID AND DIGNITY TO THOSE AFFECTED BY ATTACKS, DISASTERS, AND TRAGEDIES IN ISRAEL 2500 CAPITAL AIRSHOW GROUP 10425 NORDEN AVE SACRAMENTO CA 95655 NONE PC HONOR SACRAMENTO'S RICH AVIATION HERITAGE AND VETERANS USING FLIGHT TO INSPIRE YOUNG PEOPLE. 1000 SACRAMENTO CHILDREN'S HOME 2750 SUTTERVILLE RD SACRAMENTO CA 95820 NONE PC PROVIDE SERVICES FOR CHILDREN AND THEIR FAMILIES SUFFERING THE EFFECTS OF ABUSE AND NEGLECT 500 THOMAS JEFFERSON UNIVERSITY 901 WALNUT ST PHILADELPHIA PA 19107 NONE PC UNIVERSITY EDUCATION 1500 KAV L'NOAR FOUNDATION 348 BROOK AVE PASSAIC NJ 07055 NONE PC SUPPORT FOR THE EMOTIONAL HEALTH LANDSCAPE IN ISRAEL 750 187094 14 18951 14 96821 16 -377 18 471 BANK FEES REFUNDED 175 115866 175 116041 false false false false false false false false false false ACCOUNTING FEES 2100 2100 0 0 GP INTEREST - FREEPORT FARMS DEV. CO. AT COST 96333 75000 STATE OF ISRAEL BONDS AT COST 400000 400000 ARK ETF TR ISRAEL INOVATE AT COST PITNEY BOWES AT COST 40968 24400 MYLAN NOTES AT COST 31738 26870 ETF MANAGERS TR BLUESTAR ISRAEL AT COST ISHARES S&P MIDCAP 400 INDEX AT COST 94035 115274 SPDR S&P500 ETF TRUST AT COST 159470 234432 SPDR PORTFOLIO S&P 600 SMALL AT COST 126200 143744 INVESCO EXCH TRD SLF IDX AT COST 59518 53533 ISHARES IBONDS DEC 2024 AT COST ISHARES IBONDS DEC 2025 AT COST 65374 65932 ISHARES IBONDS 2028 TERM AT COST 105104 105159 ISHARES IBONDS DEC 2028 AT COST 65575 64541 ISHARES IBONDS 2026 TERM AT COST 90268 90980 ISHARES IBONDS 24 TRM HG AT COST ISHARES IBONDS 25 TRM HG AT COST 108963 109713 ISHARES IBONDS 27 ETF AT COST 84621 83860 ISHARES IBONDS 27 TERM AT COST 90835 91184 ISHARES IBONDS DEC 2026 AT COST 84230 84245 ISHARES S&P 500 GROWTH ETF AT COST 147706 213213 VANGUARD INDEX FDS VAL AT COST 175511 220090 VANGUARD TAX MGD INTL AT COST 39391 40647 ETF MGRS TR BLUESTAR ISRAEL AT COST ISHARES S&P MIDCAP 400 AT COST 256951 311550 SPDR PORTFOLIO S&P 600 AT COST 42280 44920 SPDR S&P 500 ETF AT COST 857377 1172160 VANGUARD TAX MGD INTL AT COST 50373 47820 ISHARES IBONDS DEC 2029 AT COST 68026 68400 ISHARES IBONDS 29 TR HI AT COST 98165 99662 ISHARES IBONDS DEC 2030 AT COST 21317 21360 GLOBAL XFDS ARTIFICIAL ETF AT COST 6854 7728 ISHARES IBONDS 2030 TERM AT COST 2615 2604 ISHARES IBONDS 2027 TERM AT COST 2036 2035 ISHARES IBONDS 2031 TERM AT COST 2536 2531 FEDERAL INCOME TAX 1598 FILING FEES 75 75 PORTFOLIO EXPENSES 154 154 Rental Expenses 377 377 BANK FEES REFUNDED 175 175 ROUNDING 1 FOREIGN 252 252