2019-11-15T12:32:19-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990PF 2018-01-01 956094639 BROTMAN FOUNDATION OF CALIFORNIA C/O CLIFTONLARSONALLEN LLP BROT 3103128221 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 MICHAEL B SHERMAN PRESIDENT 3103128221 2019-11-13 1 ELIZA MINASSIAN P00729023 3102732501 2019-11-12 67.137.57.251 2019-11-13 18:20:24 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5CFB7C935E07FEDB0B66B3FC2C923ED09AEC6E0A 2018 2020-03-31 21:24:44Z X 5083904 X X 124692 124692 518670 2154008 518670 643362 643362 0 111000 11100 0 99900 5550 555 0 4995 1082 1082 0 0 36972 33315 0 3657 154604 46052 0 108552 280515 280515 435119 46052 0 389067 208243 597310 0 18977 117692 117692 140704 83400 83400 0 581615 586244 1857089 1967324 2954170 1468474 1269844 1242854 426388 100000 99544 3911632 4119875 5083904 0 0 X 3911632 4119875 3911632 4119875 3911632 4119875 3911632 208243 0 4119875 0 4119875 PUBLICLY TRADED SECURITIES 2147093 1635338 511755 511755 CAPITAL GAINS DIVIDENDS P 6915 6915 6915 518670 0 588423 5645396 0.104231 588554 5716867 0.102950 438186 6083378 0.072030 357726 6276409 0.056995 409281 6048044 0.067672 0.403878 0.080776 5382787 434800 5973 440773 389067 11946 0 11946 0 11946 669 0 0 669 72 11349 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CLIFTONLARSONALLEN LLP 3103128221 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 9255 DOHENY ROAD 2001 LOS ANGELES CA 90069 DIRECTOR 5.00 22200 0 0 ALEXIS WALD 1014 N DOHENY DRIVE 4 WEST HOLLYWOOD CA 90069 SECRETARY 5.00 22200 0 0 ALISON ROVEN 1356 MARIANNA ROAD PASADENA CA 91105 VICE PRESIDENT 5.00 22200 0 0 LENA WALD 8033 SUNSET BLVD 989 LOS ANGELES CA 90046 DIRECTOR 5.00 22200 0 0 NONE 0 NONE 0 0 5250358 214400 0 5464758 0 0 5464758 81971 5382787 269139 269139 11946 11946 257193 0 257193 0 257193 389067 0 389067 0 389067 257193 0 0 113559 50510 138433 305245 311433 919180 389067 0 0 0 257193 131874 0 0 1051054 0 0 0 0 0 0 113559 937495 50510 138433 305245 311433 131874 TONI BROTMAN WALD MICHAEL SHERMAN CO BROTMAN FOUNDATI 1925 CENTURY PARK EAST 16TH FL LOS ANGELES CA 90067 3103128221 PREFER INITIAL LETTER OF SUBMISSION OR REQUEST OUTLINING THE PROJECT. 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. A SENSE OF HOME 4712 ADMIRALTY WAY STE 1203 MARINA DEL REY CA 90292 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 ALEX'S LEMONADE STAND FOUNDATION 111 PRESIDENTIAL BLVD STE 203 BALA CYNWOOD PA 19004 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 2500 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FL NEW YORK NY 10004 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 22500 SPONSORS FOR EDUCATIONAL OPPORTUNITYINC 55 EXCHANGE PLACE STE 601 NEW YORK NY 10005 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 2500 BABY 2 BABY 6435 WILSHIRE BLVD LOS ANGELES CA 90048 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 CHILDREN MENDING HEARTS 13741 VENTURA BLVD SHERMAN OAKS CA 91423 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 1000 CHILDREN OF THE NIGHT 14530 SYLVAN STREET VAN NUYS CA 91411 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 10000 DREAM CENTER 2301 BELLEVUE AVE LOS ANGELES CA 90026 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 EVERY MOTHER COUNTS 180 VARICK ST STE 1116 NEW YORK NY 10014 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 GEFFEN PLAYHOUSE 10886 LE CONTE AVE LOS ANGELES CA 90024 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 GENESIS 9595 WILSHIRE BLVD 700 BEVERLY HILLS CA 90212 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 25000 GOOD FOUNDATION 4005 W JEFFERSON BLVD LOS ANGELES CA 90016 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 1500 GREATER LOS ANGELES ZOO ASSOCIATION 5333 ZOO DRIVE LOS ANGELES CA 90027 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 HAMMER MUSEUM 10899 WILSHIRE BLVD LOS ANGELES CA 90024 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 10000 HEART OF LOS ANGELES 701 WILSHIRE BLVD STE 100 LOS ANGELES CA 90057 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 15000 HERMANDAD MEXICAN NACIONAL 2714 W PICO BLVD LOS ANGELES CA 90006 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 HOMEBOY INDUSTRIES 130 W BRUNO ST LOS ANGELES CA 90012 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 10000 INSIDEOUT WRITERS 1212 N VERMONT AVE LOS ANGELES CA 90029 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 1000 INTERNATIONAL SCHOOL OF LOS ANGELES 1105 W RIVERSIDE DR BURBANK CA 91506 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 JEWISH FAMILY SERVICES OF LA 3580 WILSHIRE BLVD STE 700 LOS ANGELES CA 90010 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 2500 MALIBU FOUNDATION 947 4TH AVE STE E SANTA MONICA CA 90403 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FL NEW YORK NY 10011 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 10000 NEW VILLAGE CHARTER SCHOOL 147 NORTH OCCIDENTAL BLVD LOS ANGELES CA 90026 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 NOTRE DAME HIGH SCHOOL 13645 RIVERSIDE DR SHERMAN OAKS CA 91423 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 7500 PALISADES CHARTER HIGH SCHOOL 15777 BOWDOIN ST PACIFIC PALISADES CA 90272 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 PLANNED PARENTHOOD LOS ANGELES 400 W 30TH ST LOS ANGELES CA 90007 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5265 PROJECT ANGEL FOOD 922 VINE ST LOS ANGELES CA 90038 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 PROJECT GRAD 10200 SEPULVEDA BLVD STE 255 MISSION HILLS CA 91345 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 SHOES THAT FIT 1420 N CLAREMONT BLVD STE 204A CLAREMONT CA 91711 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 ST JUDE CHLDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 10000 STUDENTS RUN LA 5252 CREBS AVE TARZANA CA 91356 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 TAHIRIH JUSTICE CENTER 6402 ARLINGTON BLVD STE 300 FALLS CHURCH VA 22042 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 THE PAINTED TURTLE 1300 4TH ST STE 300 SANTA MONICA CA 90401 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 6000 THE RAPE FOUNDATION 1223 WILSHIRE BLVD STE 410 SANTA MONICA CA 90403 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 10000 THE WAVERLY SCHOOL 67 W BELLEVUE DR PASADENA CA 91105 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 8750 THE WOMEN'S CANCER RESEARCH FUND 4900 SAN FERNANDO RD GLENDALE CA 91204 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 15000 UCLA FOUNDATION - WOWS 10945 LE CONTE AVENUE STE 3132 LOS ANGELES CA 90095 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 1000 WAYFINDER FAMILY SERVICES 5300 ANGELES VISTA BLVD LOS ANGELES CA 90043 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 WESTSIDE FOOD BANK 1710 22ND ST SANTA MONICA CA 90404 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 FRIENDS OF LA ANIMAL SHELTERS 1110 WILSHIRE BLVD SANTA MONICA CA 90401 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 1000 REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES 5121 CRESTWAY DRIVE 105 SAN ANTONIO TX 78239 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 5000 UJA FEDERATION OF NEW YORK 130 E 59TH ST SUITE 964 NEW YORK NY 10022 NONE PUBLIC CHARITY PUBLIC SUPPORT OF ORGANIZATION MISSION 2500 280515 0 14 124692 18 518670 0 643362 0 643362 1 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5550 555 0 4995 CORPORATE BONDS - SEE ATTACHED SCHEDULE 1269844 1242854 CORPORATE STOCK - SEE ATTACHED SCHEDULE 1551343 2473540 EXCHANGE TRADED FUNDS (EQUITY) - SEE ATTACHED SCHEDULE 121546 97048 MUTUAL FUNDS (EQUITY) - SEE ATTACHED SCHEDULE 294435 383582 581615 586244 0 0 CDS AND BAS - SEE ATTACHED SCHEDULE AT COST 100000 99544 INVESTMENT EXPENSES 32908 32908 0 0 OFFICE EXPENSES 3037 304 0 2733 INSURANCE 1027 103 0 924 FILING FEES 155 155 0 0 FOREIGN TAXES ON DIVIDENDS 927 927 0 0