2020-10-13T17:21:20-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990PF 2019-01-01 956094639 BROTMAN FOUNDATION OF CALIFORNIA C/O CLIFTONLARSONALLEN LLP BROT 3102732501 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 TONI WALD PRESIDENT 3102732501 2020-10-01 1 KALINA GRAYSON P01685489 3102732501 2020-10-01 67.137.57.251 2020-10-01 17:25:34 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3A465463246CAB47AC9B8E6BAB7D61E35C80069E 2019 2021-04-22 16:20:28Z X 5602465 X X 130853 130853 575732 1709112 575732 706585 706585 118400 11840 106560 28671 2867 25804 24094 11 85 53453 32762 20040 224618 47480 152489 255150 255150 479768 47480 407639 226817 659105 117692 20401 20401 83400 197564 197564 581615 581616 595701 1967324 1556700 2781159 1269844 1905393 1922486 100000 85018 85154 4119875 4346692 5602465 0 0 X 4119875 4346692 4119875 4346692 4119875 4346692 4119875 226817 0 4346692 0 4346692 PUBLICLY TRADED SECURITIES 1706828 1133380 573448 573448 CAPITAL GAINS DIVIDENDS P 2284 2284 2284 575732 0 389067 5382787 0.072280 588423 5645396 0.104231 588554 5716867 0.102950 438186 6083378 0.072030 357726 6276409 0.056995 0.408486 0.081697 5392567 440557 6591 447148 407639 13182 0 13182 0 13182 12000 10000 0 22000 172 8646 8646 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CLIFTONLARSONALLEN LLP 3102732501 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL B SHERMAN 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 PRESIDENT & TREASURER 5.00 22200 0 0 TONI BROTMAN WALD 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 DIRECTOR 5.00 24050 0 0 ALEXIS WALD 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 SECRETARY 5.00 24050 0 0 ALISON ROVEN 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 DIRECTOR 5.00 24050 0 0 LENA WALD 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 DIRECTOR 5.00 24050 0 0 NONE 0 NONE 0 0 5322637 152050 0 5474687 0 0 5474687 82120 5392567 269628 269628 13182 13182 256446 0 256446 0 256446 407639 0 407639 0 407639 256446 0 0 50510 138433 305245 311433 131874 937495 407639 0 0 0 256446 151193 0 0 1088688 0 0 0 0 0 0 50510 1038178 138433 305245 311433 131874 151193 TONI BROTMAN WALD ALEXIS WALD ALISON ROVEN LENA WALD TONI WALD CO BROTMAN FOUNDATION OF 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 3102732501 SUBMISSIONS@THEBROTMANFOUNDATION.COM OUTLINE OF PROJECT & LETTER OF SUBMISSION. IF ADDITIONAL INFORMATION IS NEEDED, IT WILL BE REQUESTED. NONE - ACCEPTED ANYTIME. FAVOR SO. CALIFORNIA AREA AND GRANTS RELATING TO CHILDREN, ARTS, EDUCATION, MEDICAL, AND THE ENVIRONMENT. AWARDS LIMITED TO IRC SECTION 501(C)(3) ORGANIZATIONS. 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PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 SPONSORS FOR EDUCATIONAL OPPORTUNITY INC 55 EXCHANGE PLACE STE 601 NEW YORK NY 10005 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 1000 STUDENTS RUN LA 5252 CREBS AVE TARZANA CA 91356 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 THE BREAST CANCER RESEARCH FOUNDATION PO BOX 102104 PASADENA CA 91189 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 15000 THE INADCURE FOUNDATION 4300 EL CAMINO REAL STE 201 LOS ALTOS CA 94022 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 10000 THE PAINTED TURTLE 1300 4TH ST STE 300 SANTA MONICA CA 90401 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 2500 THE RAPE FOUNDATION 1223 WILSHIRE BLVD STE 410 SANTA MONICA CA 90403 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 THE WOMEN'S CANCER RESEARCH FUND 4900 SAN FERNANDO RD GLENDALE CA 91204 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 10000 WAYFINDER FAMILY SERVICES 5300 ANGELES VISTA BLVD LOS ANGELES CA 90043 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 WHITE HEART FOUNDATION PO BOX 1911 AGOURA HILLS CA 91376 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 255150 0 14 130853 18 575732 0 706585 0 706585 1 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 28671 2867 25804 BERKSHIRE HATHAWA 2.9%20 76846 75550 WALMART INC. 3.25%20 78347 75863 THE COCA-COLA CO 2.45%20 99916 100502 ORACLE CORP 2.8%21 75985 76077 INTERNTNL BUSINES 2.9%21 102449 101845 THE HOME DEPOT, 2.625%22 98125 101972 U.S. BANCORP 2.95%22 75804 76898 THE CHARLES SCH 3.225%22 77636 77355 BERKSHIRE HATHAWAY 3%23 25949 25869 APPLE INC. 2.85%23 76423 77011 PFIZER INC. 3%23 78235 77860 THE COCA-COLA CO 3.2%23 100000 104964 THE BANK OF NEW 3.65%24 75999 79455 APPLE INC. 3%24 49176 51749 3M CO 3.25%24 52385 52274 GLAXOSMITHKLINE CAP3%24F 103767 103660 U.S. BANCORP 2.4%24 25326 25304 ORACLE CORP 2.95%24 25952 25918 JPMORGAN CHASE 3.125%25 103670 104311 INTEL CORP 3.7%25 50642 54018 JPMORGAN ULTRA SHORT 252300 252150 DFA INTER TERM EXTENDED 200461 201881 ABBOTT LABORATORIES 10537 42127 ACCENTURE PLC 15561 45273 AIR PROD & CHEMICALS 6784 41123 ALPHABET INC. 32769 41448 AMAZON.COM INC 30300 40652 AMERICAN EXPRESS CO 15019 42327 AMERISOURCEBERGEN CORP 17659 39534 AMGEN INC 7200 44598 ANALOG DEVICES INC 11657 41594 APPLE INC 13370 46984 APTIV PLC 36028 37988 AUTO DATA PROCESSING 11608 44330 BOEING CO 43641 35834 BOSTON PROPERTIES 17209 17233 BROADCOM INC 37647 39503 CATERPILLAR INC 10881 40612 CHARLES SCHWAB CORP 14062 43993 CHEVRON CORP 20766 40371 CISCO SYSTEMS INC 35054 40047 CITIGROUP INC 35818 39945 COLGATE-PALMOLIVE CO 16433 41992 CONOCOPHILLIPS 42923 44546 COSTCO WHOLESALE CO 7090 39679 DANAHER CORP 3535 46044 ELANCO ANIMAL HEALTH INC 36118 39758 EMERSON ELECTRIC CO 17054 41943 EXXON MOBIL CORP 38810 38379 HOME DEPOT INC 6089 38217 HONEYWELL INTL INC 31947 38940 ILLUMINA INC 35705 38150 INTEL CORP 11068 41895 J P MORGAN CHASE & CO 11751 43214 JOHNSON & JOHNSON 15941 45220 LOCKHEED MARTIN CORP 4974 40885 MASTERCARD INC 28878 44789 MERCK & CO. INC. 28761 45475 MICROSOFT CORP 27296 44156 NEXTERA ENERGY INC 4581 38746 NORFOLK SOUTHERN CO 15048 39797 NORTHERN TRUST CORP 19474 40371 NOVARTIS AG 22658 43557 ORACLE CORP 17884 37881 PAYCHEX INC 27652 40829 PEPSICO INC 18835 41001 PFIZER INC 47584 41727 PROCTER & GAMBLE 37228 42466 QUALCOMM INC 17613 37939 RAYTHEON CO 25364 40652 SHERWIN WILLIAMS CO 18842 40848 TARGET CORP 13990 48079 TEXAS INSTRUMENTS 8279 42977 TIFFANY & CO 28112 40095 U S BANCORP 19587 40614 VERIZON COMMUNICATN 22613 39910 W E C ENERGY GROUP INC 23528 41504 WALT DISNEY CO 30794 38327 ISHARES CORE S&P SMALL 26046 25155 DFA EMERGING MKTS CORE 125959 139986 DFA LARGE CAP INTL PORT 147400 205244 DFA US MICRO CAP PORT 49686 114656 581616 595701 0 0 EQUITY RESIDENTIAL AT COST 16845 16184 MEDICAL PROPERTIES AT COST 17388 18999 MID AMERICA APARTMENT CO AT COST 16815 16483 PUBLIC STORAGE AT COST 17036 17037 VENTAS INC AT COST 16934 16451 INSURANCE 1027 103 924 INVESTMENT EXPENSES 32466 32466 0 OFFICE EXPENSES 1964 193 1770 WEBSITE AND SOCIAL MEDIA MAINTENANCE 7596 0 7596 EVENT TICKETS 10400 0 9750 ATTORNEY GENERAL'S REGISTRY FEE 75 0 75 FOREIGN TAXES ON DIVIDENDS 11 11 0 FTB FILING FEE 10 0 10 IRS PENALTIES 383 0 0 IRS TAX 23615 0 0