2024-04-24T15:39:58-05:00 2023-12-31 990PF 2023-01-01 330757689 GARY BROAD FOUNDATION GARY 3109545026 300 SOUTH GRAND AVE 1800 LOS ANGELES CA 90071 JULIE BAKER TRUSTEE 3109545026 2024-04-24 JULIE BAKER 999009999 0 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 15185234 X X 286223 286223 0 286223 286223 0 0 0 7675 7570 105 5279 84 5195 12954 7654 5300 710000 710000 722954 7654 715300 -436731 278569 3311 14511 14511 978113 526682 526682 6965327 6965327 14644041 7946751 7506520 15185234 0 0 X 4130194 4130194 0 0 3816557 3376326 7946751 7506520 7946751 7506520 7946751 -436731 0 7510020 3500 7506520 3872 0 3872 0 3872 4768 0 0 0 4768 0 896 896 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JULIE BAKER 3109545026 300 SOUTH GRAND AVE SUITE 1800 LOS ANGELES CA 90071 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY BROAD 300 SOUTH GRAND AVE SUITE 1800 LOS ANGELES CA 90071 TRUSTEE 1.00 0 0 0 JULIE BAKER 300 SOUTH GRAND AVE SUITE 1800 LOS ANGELES CA 90071 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 13642448 1076180 0 14718628 0 0 14718628 220779 14497849 724892 724892 3872 3872 721020 0 721020 0 721020 715300 0 715300 721020 0 0 21297 26033 47330 715300 0 0 0 715300 0 5720 5720 41610 0 0 0 0 0 0 0 41610 15577 26033 GARY BROAD X ACCESS YOUTH ACADEMY 704 EUCLID AVE SAN DIEGO CA 92114 NONE PUBLIC CHARITY SUPPORT FOR CHILDREN'S PROGRAMS. 20000 ALLIES FOR EVERY CHILD 12120 WAGNER ST CULVER CITY CA 90230 NONE PUBLIC CHARITY SUPPORT FOR CHILDREN'S MENTAL HEALTH SERVICES. 30000 ANIMAL SAMARITANS SPCA 72-307 RAMON RD THOUSAND PALMS CA 92276 NONE PUBLIC CHARITY SUPPORT FOR ANIMAL WELFARE. 40000 ASPCA 520 8TH AVE 7TH FL NEW YORK NY 10018 NONE PUBLIC CHARITY SUPPORT FOR ANIMAL WELFARE. 20000 BOYS & GIRLS CLUB OF COACHELLA 42-600 COOK ST 120 PALM DESERT CA 92211 NONE PUBLIC CHARITY SUPPORT FOR CHILDREN'S ACTIVITIES AND PROGRAMS. 40000 CALIFORNIA PAWS RESCUE 73650 DINAH SHORE DR PALM DESERT CA 92211 NONE PUBLIC CHARITY SUPPORT FOR ANIMAL WELFARE. 10000 CALIFORNIA RETIREMENT MGT ACCT 285 W HUNTINGTON DR ARCADIA CA 91007 NONE PUBLIC CHARITY SUPPORT FOR RETIRED RACE HORSES. 10000 EDWIN J GREGSON FOUNDATION 285 W HUNTINGTON DR ARCADIA CA 91066 NONE PUBLIC CHARITY SUPPORT FOR COLLEGE SCHOLARSHIPS. 30000 EISENHOWER MEDICAL CENTER 39000 BOB HOPE DR RANCHO MIRAGE CA 92270 NONE PUBLIC CHARITY SUPPORT FOR HOSPITAL & MEDICAL SERVICES. 35000 HAZELDEN BETTY FORD CENTER FOUNDATION 41990 COOK ST STE C-301 PALM DESERT CA 92211 NONE PUBLIC CHARITY SUPPORT FOR ADDICTION TREATMENT PROGRAMS. 20000 HELEN WOODWARD ANIMAL 6461 EL APAJO RD PO BOX 6E RANCHO SANTA FE CA 92067 NONE PUBLIC CHARITY SUPPORT FOR ANIMAL WELFARE. 30000 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD STE H WARRINGTON PA 18976 NONE PUBLIC CHARITY SUPPORT FOR GUIDE DOG SERVICES FOR THE BLIND. 25000 JEWISH FAMILY SERVICE 801 E TAHQUITZ CANYON WAY PALM SPRINGS CA 92262 NONE PUBLIC CHARITY SUPPORT FOR SOCIAL SERVICES, COUNSELING AND ASST. 30000 KIDS & HORSES 2869 ESAW ST MINDEN NV 89423 NONE PUBLIC CHARITY SUPPORT FOR HORSE RIDING EXPERIENCES FOR CHILDREN. 30000 LIVING DESERT RESERVE 47-900 PORTOLA AVE PALM DESERT CA 92260 NONE PUBLIC CHARITY SUPPORT FOR DESERT PRESERVATION & CONSERVATION. 20000 MUTTVILLE 255 ALABAMA ST SAN FRANCISCO CA 94103 NONE PUBLIC CHARITY SUPPORT FOR SENIOR DOG RESCUE 30000 PALM SPRINGS ART MUSEUM 101 MUSEUM DR PALM SPRINGS CA 92263 NONE PUBLIC CHARITY SUPPORT FOR THE ARTS. 20000 PEGASUS RIDING ACADEMY FOR THE HANDICAPPED 35-450B PEGASUS CT PALM DESERT CA 92211 NONE PUBLIC CHARITY SUPPORT FOR RESCUE & CARE OF THERAPEUTIC HORSES. 30000 RACE FOR EDUCATION 4063 IRON WORKS PKWY STE 2 LEXINGTON KY 40511 NONE PUBLIC CHARITY SUPPORT FOR COLLEGE SCHOLARSHIPS. 25000 RIDE TO FLY 50 NARCISSA DR RANCHO PALOS VERDES CA 90275 NONE PUBLIC CHARITY SUPPORT FOR HORSE RIDING EXPERIENCES FOR CHILDREN. 10000 SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVE SAN DIEGO CA 92121 NONE PUBLIC CHARITY SUPPORT FOR THE HUNGRY. 35000 SOUTHERN CALIFORNIA GOLDEN RETRIEVER RESCUE PO BOX 25698 LOS ANGELES CA 90025 NONE PUBLIC CHARITY SUPPORT FOR ANIMAL WELFARE. 20000 SPECIAL OLYMPICS KENTUCKY 105 LAKEVIEW CT FRANKFORT KY 40601 NONE PUBLIC CHARITY SUPPORT FOR ATHLETIC COMPETITION FOR PEOPLE WITH INTELLECTUAL DISABILITIES. 10000 ST VINCENT MEALS ON WHEELS 2222 OCEAN VIEW AVE STE 114 LOS ANGELES CA 90057 NONE PUBLIC CHARITY SUPPORT FOR MEALS FOR THE INFIRM OR ELDERLY. 25000 THRIVE ANIMAL RESCUE 13875 OLD EL CAMINO REAL SAN DIEGO CA 92130 NONE PUBLIC CHARITY SUPPORT FOR DOG RESCUE IN SAN DIEGO. 15000 UNIVERSITY OF HAWAI'I FOUNDATION 2444 DOLE ST HONOLULU HI 96822 NONE PUBLIC CHARITY SUPPORT FOR PUBLIC UNIVERSITY. 30000 WINDWARD SCHOOL 11350 PALMS BLVD LOS ANGELES CA 90066 NONE PUBLIC CHARITY SUPPORT FOR HIGH SCHOOL. 40000 WORLD WILDLIFE FUND 1250 TWENTY-FOURTH STREET NW WASHINGTON DC 20037 NONE PUBLIC CHARITY SUPPORT FOR CONSERVATION ON EARTH. 30000 710000 0 14 286223 0 286223 0 286223 0 0 0 0 0 0 0 0 0 0 AIG 4,109 SHS 93297 278385 CONOCOPHILLIPS 3,459 SHS 138127 401486 BP 4,221 SHS 220125 149423 CAMPBELL SOUP 4,295 SHS 134090 185673 EXXON MOBIL 3,149 SHS 224272 314837 GENERAL DYNAMICS 2,591 SHS 153335 672805 PROCTOR & GAMBLE 3,696 SHS 198032 541612 KB HOME 16,900 SHS 229164 1055574 CONOCOPHILLIPS 4,747 SHS 284962 550984 FEDEX 3,400 SHS 309604 860098 PHILLIPS 66 4,103 SHS 125736 546273 MERCK 7,000 SHS 318706 763140 SYSCO 9,300 SHS 334614 680109 SPDR GLD 18,500 SHS 2032225 3536645 ACCENTURE 6,512 SHS 999267 2285126 ORACLE 7,364 SHS 349274 776387 WALT DISNEY CO 3,248 SHS 349355 293262 OCCIDENTAL 2,548 SHS 117998 152141 CARRIER GLOBAL 3,100 SHS 62725 178095 OTIS 1,550 SHS 87727 138678 RAYTHEON 3,100 SHS 185154 260834 OCCIDENTAL WARRANTS 318 SHS 1574 12380 ORGANON & CO 700 SHS 15964 10094 NET FEDERAL TAX PAYMENTS 3500 BROKER FEES 84 84 0 MANAGEMENT FEES 5000 0 5000 OFFICE EXPENSES 195 0 195 FILING FEES 105 0 105 FOREIGN WITHHOLDING 7570 7570 0