2025-10-15T13:22:14-05:00 2024-09-30 LA WILDFIRE-DR-4856-CA HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2023-10-01 474863975 BRAM & ELAINE GOLDSMITH FAMILY CHARITABLE TRUST % CORE BUSINESS MANAGEMENT BRAM 8053748555 9350 Wilshire Blvd 302 Beverly Hills CA 90212 RUSSELL GOLDSMITH TRUSTEE 8053748555 2025-10-15 true true P00365150 8053748555 2023 2025-03-06 01:10:19Z X 18932643 X 0 X 249105 249105 449029 449029 6418262 10487966 6466011 7116396 7164145 0 17139 8569 0 8570 14261 14261 113056 31371 75 690 690 145146 54201 0 9335 1077567 1077567 1222713 54201 0 1086902 5893683 7109944 4540467 6736744 6736744 249319 0 0 6050864 9927153 10840842 1283080 1353516 1355057 12123730 18017413 18932643 0 0 X 12123730 18017413 12123730 18017413 12123730 18017413 12123730 5893683 18017413 18017413 1,350 SHS BANK OF AMERICA D 49892 1 49891 49891 25,000 SHS ROYAL BANK OF CANADA D 2474320 263029 2211291 2211291 25,000 SHS ROYAL BANK OF CANADA D 2599319 263029 2336290 2336290 25,000 SHS ROYAL BANK OF CANADA D 2624267 803409 1820858 1820858 PUBLICLY TRADED SECURITIES P 2730824 2692487 38337 38337 CAPITAL GAIN DIVIDENDS P 9344 CAPITAL GAIN DIVIDENDS P 9344 CAPITAL GAIN DIVIDENDS P 9344 CAPITAL GAIN DIVIDENDS P 9344 CAPITAL GAIN DIVIDENDS P 9344 6466011 98828 98828 98828 81000 0 81000 X 17828 false false false false false false false true true CA true false false false false true N/A CORE BUSINESS MANAGEMENT 9168990573 9350 WILSHIRE BLVD 302 BEVERLY HILLS CA 90212 false false false false false false false false false false false false false false false false false false false false false RUSSELL D GOLDSMITH 9350 Wilshire Blvd 302 Beverly Hills CA 90212 TRUSTEE 1.0 0 0 0 BRIAN MACK GOLDSMITH 9350 Wilshire Blvd 302 Beverly Hills CA 90212 TRUSTEE 0.05 0 0 0 KATHRYN MACK GOLDSMITH 9350 Wilshire Blvd 302 Beverly Hills CA 90212 TRUSTEE 0.05 0 0 0 KAREN MACK GOLDSMITH 9350 Wilshire Blvd 302 Beverly Hills CA 90212 TRUSTEE 0.05 0 0 0 12035050 6203757 0 18238807 0 18238807 273582 17965225 898261 898261 98828 98828 799433 799433 799433 1086902 0 0 0 0 1086902 799433 851557 2021 2020 2019 0 0 1086902 851557 235345 0 0 0 0 564088 0 0 NONE NONE X CENTER FOR ART RESEARCH AND ALLIANCES INC 225 WEST 13TH STREET NEW YORK NY 10011 NONE PC GENERAL SUPPORT 10000 HANNAHS CLOSET NORTH 4079 N RANCHO DR LAS VEGAS NV 89130 NONE PC GENERAL SUPPORT 5000 WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BLVD LOS ANGELES CA 90010 NONE PC General Support 27567 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BLVD LOS ANGELES CA 90036 none PC general support 35000 WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BLVD LOS ANGELES CA 90010 NONE PC IMPROVEMENTS TO RELIGIOUS SCHOOL, TEACHER DEVELOPMENT, PROGRAMMING AND GOLDSMITH FACULTY DEVELOPMENT FUND. 1000000 1077567 14 249105 14 449029 18 6418262 IRS REFUND 01 7116396 7116396 false false false false false false false false false false ACCOUNTING FEES 17139 8569 8570 NONE 5,895.57 SHS CALVERT FLEXIBLE 90199 87310 CNB - SEE ATTACHED 5753 5715 350,000 SHS ING GROEP N.V NOTE 0 0 250,000 SHS DOMINION ENERGY 0 0 350,000 SHS FIVE CORNERS FDG 0 0 250,000 SHS CITIGROUP GLOBAL 0 0 500,000 SHS NEXTERA ENERGY CAP 502576 502105 250,000 SHS BANK OF AMERICA N/ 250000 251550 250,000 SHS GOLDMAN SACHS BK 250000 251608 250,000 SHS WELLS FARGO BANK N 250000 251778 CNB - SEE ATTACHED 4988 4991 523.5 SHS ROYAL BANK OF CA 55564 65296 3,230 SHS BANK OF AMERICA CORP 114245 128166 442 SHS ISHARES RUSSELL 1000 70170 83892 1,876 SHS ISHARES TRUST CORE 140149 146422 702 SHS VANGUARD INDEX FUNDS 280235 370424 1,563 SHS VANGUARD RUSSELL 140038 139670 CNB EQUITIES - SEE ATTACHED 3880735 4328340 6,878.762 SHS AB DISCOVERY 178642 168461 1,857.982 SHS ARTISAN INTL 38033 34540 5,649.717 SHS WCM FOCUSED 156384 148418 5,731 SHS VANGUARD INDEX 2708706 3024077 23,800 SHS BLACKSTONE SECD LEN 750935 697102 9,611.688 SHS BROWN ADVISORY S 500035 540850 CNB EQUITIES - SEE ATTACHED 355219 366318 CNB EQUITIES - SEE ATTACHED 558063 598866 0 0 BANK SERVICE FEE 690 690 IRS REFUND INVESTMENT MANAGEMENT FEES 14261 14261 FOREIGN TAXES PAID 31371 31371 FILING FEES 75 75 EXCISE TAX 81610