2025-10-09T12:03:34-05:00 2024-11-30 200134357 MAHONEY & MAHONEY CPAS PA 725 N HWY A1A STE C210 JUPITER FL 33477 990PF 2023-12-01 953870520 TRAUB-BRITTAN FAMILY FOUNDATION TRAU 3105530105 9949 SANTA MONICA BLVD BEVERLY HILLS CA 90212 MAYNARD BRITTAN CHAIRMAN 3105530105 2025-10-06 1 0 EDWARD MAHONEY P01054511 3103511019 2025-10-06 X 2023 2025-03-06 01:10:19Z X 3037842 X 212986 9455 9455 40604 40604 65413 431314 65413 328458 115472 0 0 0 4000 4000 0 281 281 0 15097 15097 0 19378 19378 0 152184 152184 171562 19378 152184 156896 96094 87772 124860 124860 1485 2685 1485 1485 1493042 1612600 2909497 2200 200 2000 2000 2000 1585499 1740945 3037842 0 0 X 253420 253420 0 0 1332079 1487525 1585499 1740945 1585499 1740945 1585499 156896 0 1742395 1450 1740945 224.716 CNR FIXED INCOME OPPORT P 2015-05-05 2023-12-06 4355 6000 -1645 -1645 75 EDWARDS LIFESCIENCES CORP P 2016-02-12 2023-12-22 5662 1983 3679 3679 175 STARBUCKS CORP P 2020-08-19 2023-12-22 16687 13710 2977 2977 30 CHUBB LTD P 2022-12-22 2024-01-04 6857 6504 353 353 224.718 CNR FIXED INCOME OPPORT P 2015-05-05 2024-01-09 4366 6000 -1634 -1634 65 BECTON DICKINSON P 2022-01-06 2024-01-11 15351 15896 -545 -545 224.415 CNR FIXED INCOME OPPORT P 2015-05-05 2024-01-30 4417 5992 -1575 -1575 250 GILEAD SCIENCES INC P 2022-07-07 2024-03-14 18620 15707 2913 2913 120 GILEAD SCIENCES INC P 2022-09-01 2024-03-14 8937 7707 1230 1230 643.777 BARON EMERGING MARKETS P 2021-03-02 2024-04-18 9000 12875 -3875 -3875 750.056 CNR FIXED INCOME OPPORT P 2015-05-05 2024-04-18 14634 20026 -5392 -5392 23.399 CNR FIXED INCOME OPPORT P 2015-06-25 2024-04-18 457 619 -162 -162 251.66 CNR FIXED INCOME OPPORT P 2017-11-08 2024-04-18 4910 6495 -1585 -1585 220.264 TOUCHSTONE SANDS P 2021-03-02 2024-04-18 3000 5035 -2035 -2035 120 GLB X EMR MRKT P 2021-03-02 2024-04-18 3011 5418 -2407 -2407 140 ISHARES CORE S&P SMALL CAP P 2021-12-31 2024-04-18 14305 16068 -1763 -1763 40 SPDR S&P DIVIDEND ETF P 2021-12-30 2024-04-18 5017 5161 -144 -144 34.909 CNR FIXED INCOME OPPORT P 2015-09-25 2024-05-17 686 886 -200 -200 54.002 CNR FIXED INCOME OPPORT P 2015-12-28 2024-05-17 1062 1320 -258 -258 23.02 CNR FIXED INCOME OPPORT P 2016-03-24 2024-05-17 453 556 -103 -103 34.681 CNR FIXED INCOME OPPORT P 2016-06-24 2024-05-17 682 854 -172 -172 107.712 CNR FIXED INCOME OPPORT P 2016-07-21 2024-05-17 2118 2721 -603 -603 402.282 BARON EMERGING MARKETS P 2021-02-26 2024-05-20 6070 7921 -1851 -1851 61.601 BARON EMERGING MARKETS P 2021-03-02 2024-05-20 930 1232 -302 -302 30 CINTAS CORP P 2016-09-22 2024-05-17 20569 3455 17114 17114 52 ACCENTURE PLC CL A P 2018-04-13 2024-05-20 15942 7843 8099 8099 33 ACCENTURE PLC CL A P 2018-06-29 2024-05-20 10117 5449 4668 4668 25 STARBUCKS CORP P 2020-08-19 2024-05-20 1936 1959 -23 -23 70 STARBUCKS CORP P 2021-12-30 2024-05-20 5421 8147 -2726 -2726 0.702 EXXON MOBIL CORP P 2022-05-18 2024-05-23 81 81 0 0 220 ANHEUSER-BUSCH INBEV SPONS ADR P 2022-05-13 2024-05-24 14351 12230 2121 2121 52 COMCAST CORP P 2011-03-14 2024-06-26 1963 635 1328 1328 54 COMCAST CORP P 2011-03-28 2024-06-26 2038 664 1374 1374 26 COMCAST CORP P 2011-09-16 2024-06-26 981 296 685 685 118 COMCAST CORP P 2012-01-13 2024-06-26 4454 1489 2965 2965 68 COMAST CORP P 2013-06-07 2024-06-26 2567 1395 1172 1172 66 COMCAST CORP P 2013-10-08 2024-06-26 2491 1476 1015 1015 24 COMCAST CORP P 2014-05-13 2024-06-26 906 602 304 304 22 COMCAST CORP P 2014-07-17 2024-06-26 830 599 231 231 40 COMAST CORP P 2014-12-12 2024-06-26 1510 1115 395 395 20 COMCAST CORP P 2015-02-06 2024-06-26 755 573 182 182 100 ISHARES DJ SELECT DIV P 2022-05-18 2024-06-26 12036 12691 -655 -655 95 DISNEY WALT CO NEW P 2014-07-09 2024-08-14 8176 8226 -50 -50 20 QUANTA SERVICES INC P 2022-04-06 2024-08-14 5237 2586 2651 2651 15 ADOBE INC P 2015-04-27 2024-11-04 7192 1153 6039 6039 45 CINTAS CORP P 2016-09-22 2024-11-04 9296 1295 8001 8001 10 COSTCO WHOLESALE CORP P 2016-05-06 2024-11-04 8839 1461 7378 7378 11 MICROSOFT CORP P 2009-06-30 2024-11-04 4476 262 4214 4214 67 MICROSOFT CORP P 2010-08-09 2024-11-04 27263 1724 25539 25539 30 MICROSOFT CORP P 2011-03-14 2024-11-04 12207 766 11441 11441 2 MICROSOFT CORP P 2011-03-28 2024-11-04 814 51 763 763 30 TRANE TECHNOLOGIES P 2017-04-20 2024-11-04 11277 1928 9349 9349 130.48 BARON EMERGING MARKETS P 2021-03-02 2024-11-15 1972 2610 -638 -638 2093.105 BARON EMERGING MARKETS P 2021-03-16 2024-11-15 31627 40835 -9208 -9208 845.823 BARON EMERGING MARKETS P 2021-03-24 2024-11-15 12780 15774 -2994 -2994 429.861 BARON EMERGING MARKETS P 2021-03-29 2024-11-15 6495 8141 -1646 -1646 0.855 GLB X EMRG MRKT P 2021-02-26 2024-11-15 22 38 -16 -16 96.4778 GLB X EMRG MRKT P 2021-02-26 2024-11-15 2528 4276 -1748 -1748 3.4225 GLB X EMRG MRKT P 2021-03-02 2024-11-15 90 155 -65 -65 302.181 GLB X EMRG MRKT P 2021-03-16 2024-11-15 7918 13476 -5558 -5558 122.9529 GLB X EMRG MRKT P 2021-03-24 2024-11-15 3222 5258 -2036 -2036 63.019 GLB X EMRG MRKT P 2021-03-29 2024-11-15 1651 2714 -1063 -1063 10.0918 GLB X EMRG MRKT P 2021-12-28 2024-11-15 264 350 -86 -86 154.405 TOUCHSTONE SANDS P 2021-02-26 2024-11-15 2291 3452 -1161 -1161 23.498 TOUCHSTONE SANDS P 2021-03-02 2024-11-15 349 537 -188 -188 612.268 TOUCHSTONE SANDS P 2021-03-16 2024-11-15 9086 13476 -4390 -4390 255.005 TOUCHSTONE SANDS P 2021-03-24 2024-11-15 3784 5258 -1474 -1474 129.601 TOUCHSTONE SANDS P 2021-03-29 2024-11-15 1923 2714 -791 -791 65413 1336 0 1336 0 1336 720 0 0 0 720 0 616 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 2347489 84799 2000 2434288 0 0 2434288 36514 2397774 119889 119889 1336 1336 118553 0 118553 0 118553 152184 0 152184 118553 0 0 177307 76850 162855 317203 270278 1004493 152184 0 0 0 118553 33631 0 0 1038124 0 0 0 0 0 0 177307 860817 76850 162855 317203 270278 33631 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 AISH LOS ANGELES 1458 S ROBERTSON BLVD LOS ANGELES CA 90035 EXEMPT NOT FOR PROFI CHARITABLE 2500 AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC 122 E 42ND ST 4507 NEW YORK NY 10168 EXEMPT NOT FOR PROFI CHARITABLE 500 ASPCA 424 EAST 92ND STREET NEW YORK NY 10128 EXEMPT NOT FOR PROFI CHARITABLE 1000 BEVERLY HILLS POLICE ASSOCIATION 9663 SANTA MONICA BLVD 786 BEVERLY HILLS CA 90210 EXEMPT NOT FOR PROFI CHARITABLE 500 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 EXEMPT NOT FOR PROFI CHARITABLE 1250 COLUMBIA UNIVERSITY 622 WEST 113TH STREET MC 4520 NEW YORK NY 10025 EXEMPT NOT FOR PROFI CHARITABLE 15000 DEVIL PUPS INC 1895 AVENIDA DEL ORO 4060 OCEANSIDE CA 92052 EXEMPT NOT FOR PROFI CHARITABLE 500 J PAUL GETTY TRUST 200 S BARRINGTON AVENUE LOS ANGELES CA 90049 EXEMPT NOT FOR PROFI CHARITABLE 10000 MACCABI WORLD UNION INC 520 EIGHT AVENUE 4TH FLOOR NEW YORK NY 10018 EXEMPT NOT FOR PROFI CHARITABLE 35000 PARKINSON RESEARCH FOUNDATION 5969 CATTLERIDGE BLVD STE 100 SARASOTA FL 34232 EXEMPT NOT FOR PROFI CHARITABLE 500 POLO PONY RESCUE 34747 FLORENCELL AVENUE ACTON CA 93510 EXEMPT NOT FOR PROFI CHARITABLE 12000 POLO TRAINING FOUNDATION 825 E ROAD LOXAHATCHEE FL 33470 EXEMPT NOT FOR PROFI CHARITABLE 1000 ROCK HARBOR CHURCH OF BAKERSFIELD CA 10904 SNOW RD BAKERSFIELD CA 93314 EXEMPT NOT FOR PROFI CHARITABLE 2500 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 EXEMPT NOT FOR PROFI CHARITABLE 500 SINAI TEMPLE 10400 WILSHIRE BLVD LOS ANGELES CA 90024 EXEMPT NOT FOR PROFI CHARITABLE 20850 SPCALA 5026 WEST JEFFERSON BLVD LOS ANGELES CA 90016 EXEMPT NOT FOR PROFI CHARITABLE 500 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 EXEMPT NOT FOR PROFI CHARITABLE 2500 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20077 EXEMPT NOT FOR PROFI CHARTIABLE 1750 THE MAPLE COUNSELING CENTER 439 N CANON DRIVE STE 209 BEVERLY HILLS CA 90210 EXEMPT NOT FOR PROFI CHARITABLE 7500 THE MUSIC CENTER 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 EXEMPT NOT FOR PROFI CHARITABLE 1000 THE WILLOWS COMMUNITY SCHOOL 8509 HIGUERA STREET CULVER CITY CA 90232 EXEMPT NOT FOR PROFI CHARITABLE 8334 UCLA FOUNDATION 10889 WILSHIRE BLVD 1100 LOS ANGELES CA 90024 EXEMPT NOT FOR PROFI CHARITABLE 1000 WILL ROGERS POLO CLUB INC 10947 BLOOMFIELD STREET 109 STUDIO CITY CA 91602 EXEMPT NOT FOR PROFI CHARITABLE 25000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE SIXTH FLOOR RESTON VA 20191 EXEMPT NOT FOR PROFI CHARITABLE 1000 152184 0 14 9455 14 40604 18 65413 0 115472 0 115472 0 0 0 0 0 0 0 0 0 0 X X 1 MAYNARD BRITTAN PO BOX 1345 BEVERLY HILLS CA 90213 200000 X 2 LINDA BRITTAN PO BOX 1345 BEVERLY HILLS CA 90213 12986 X 2 110 SHS MICROSOFT CORP 5104 2024-10-29 2 10 SHS COSTCO WHOLESALE CORP 1461 2024-10-29 2 30 SHS TRANE TECHNOLOGIES PLC 1928 2024-10-29 2 15 SHS ADOBE INC 1182 2024-10-29 2 65 SHS APPLE INC 2101 2024-10-29 2 45 SHS CINTAS CORP 1210 2024-10-29 ACCOUNTING FEES 4000 4000 0 SECURITIES 1357600 2654497 BONDS 255000 255000 EQUESTRIAN EQUIPMENT 200 200 0 HORSE 2000 0 2000 TAXES 1450 MISCELLANEOUS EXPENSES 150 150 0 INVESTMENT FEES 14947 14947 0 FOREIGN WITHHOLDING TAXES 281 281 0