2025-11-17T01:54:02-06:00 2024-12-31 954051410 Sedgwick & Company 2718 Wilshire Boulevard Santa Monica CA 90403 990PF 2024-01-01 830635898 Bagnard Family Foundation BAGN 3103958655 co Sedgwick 2718 Wilshire Blvd Santa Monica CA 90403 William W Bagnard Trustee 3103958655 2025-11-13 1 0 Olesya Kurnosova P00567869 3103958655 2025-11-13 2024 2025-03-06 01:10:19Z X 15545986 X 11767 2 2 494372 494372 213164 11062017 213164 27342 2986 746647 710524 75000 0 75000 26504 797 200 136593 119393 0 238097 120190 75200 621000 621000 859097 120190 696200 -112450 590334 110800 535900 535900 13764 21900 21900 426844 560561 560561 5675120 5860614 5860614 1617248 1801006 1801006 7251971 6766005 6766005 15095747 15545986 15545986 0 0 X 0 0 0 0 15095747 15545986 15095747 15545986 15095747 15545986 15095747 -112450 562689 15545986 0 15545986 Fidelity Brokerage Services LLC (6607)-publicly traded securities P 2022-01-01 2024-12-31 333726 250008 83718 83718 Fidelity Brokerage Services LLC (6608)-publicly traded securities P 2024-01-10 2024-12-31 3135327 3113380 21947 21947 Fidelity Brokerage Services LLC (6608)-publicly traded securities P 2021-01-01 2024-12-31 4065898 3989468 76430 76430 Fidelity Brokerage Services LLC (6609)-publicly traded securities P 2024-01-10 2024-12-31 1084832 1081310 3522 3522 Fidelity Brokerage Services LLC (6609)-publicly traded securities P 2024-01-10 2024-12-31 142379 136941 5438 5438 Fidelity Brokerage Services LLC (6609)-publicly traded securities P 2022-01-01 2024-12-31 347742 378028 -30286 -30286 Fidelity Brokerage Services LLC (6609)-publicly traded securities P 2021-01-01 2024-12-31 116778 118732 -1954 -1954 Fidelity Brokerage Services LLC (7871)-publicly traded securities P 2024-01-10 2024-12-31 282273 269020 13253 13253 Fidelity Brokerage Services LLC (7871)-publicly traded securities P 2022-01-01 2024-12-31 342181 337350 4831 4831 Fidelity Brokerage Services LLC (7873)-publicly traded securities P 2024-01-10 2024-12-31 451713 433562 18151 18151 Fidelity Brokerage Services LLC (7873)-publicly traded securities P 2022-01-01 2024-12-31 713157 741054 -27897 -27897 Return of capital P 2022-12-30 2024-12-31 9514 9514 9514 Capital Gains Dividends P 36497 36497 36497 213164 8206 0 8206 0 8206 27934 0 0 0 27934 0 19728 19728 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 n/a Sedgwick & Company 3103958655 2718 Wilshire Blvd Santa Monica CA 90403 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 William W Bagnard c/o Sedgwick 2718 Wilshire Blvd Santa Monica CA 90403 Trustee 1.00 0 0 0 Tamara L Bagnard c/o Sedgwick 2718 Wilshire Blvd Santa Monica CA 90403 Trustee, Executive Director 6.00 75000 0 0 NONE 0 NONE 0 0 15513760 221671 0 15735431 0 0 15735431 236031 15499400 774970 774970 8206 711 8917 766053 0 766053 0 766053 696200 0 696200 766053 676323 0 0 696200 676323 0 0 19877 0 0 0 0 0 0 0 0 746176 0 0 0 X A Place Called Home 2830 S Central Avenue Los Angeles CA 90011 None Public Charity To support an organization that provides a safe environment for gang-affected youth in the South Central LA 100000 Harvard-Westlake High School 700 N Faring Rd Los Angeles CA 90077 None Public Charity To provide emergency aid to students impacted by personal hardships 150000 Leukemia Lymphoma SOC 3 International Drive Ste 200 Rye Brook NY 10573 None Public Charity To support the organization that conducts a research for every type of blood cancer 5000 Urban TXT Teens Exploring 3655 S Grand Ave Ste 220 Los Angeles CA 90007 None Public Charity To support a nationally recognized not for profit organization focused on inspiring young men of color to become confident leaders. 50000 Verbum Dei Jesuit High School 11100 S Central Ave Los Angeles CA 90059 None Public Charity To support a school that combines innovative education with real-world work experience. 5000 Westside Guild of Children's Hospital 4650 Sunset Blvd MS 4 Los Angeles CA 90027 None Public Charity To support an organization that increases awareness and raises funds for Children's Hospital 1000 St Raphael Catholic School 924 West 70th Street Los Angeles CA 90044 None Public Charity To support a Catholic parish school committed to developing Christian leaders who live by Gospel values. 25000 Youth Champions Inc 1201 N Main St Los Angeles CA 90012 None Public Charity To support an organization that provides high school students with unique workshops that harness them with a variety of skills that go beyond their school curriculum. 50000 Harmony Project 2410 Beverly Blvd Los Angeles CA 90057 None Public Charity To support nation's most effective arts-based youth development programs. 100000 ArtCenter College of Design 1700 Lida St Pasadena CA 91103 None Public Charity To support a college that creates a new model for Art and Design education in the 21st century. 25000 Ready to Succeed 11726 San Vicente Blvd 212 Los Angeles CA 90049 None Public Charity To support an organization that helps foster youth to get into higher education. 25000 Little Dolphins by the Sea 1812 Stanford St Santa Monica CA 90404 None Public Charity To support an organization with the unique multicultural learning curriculum where students have profound cultural encounters. 25000 The People Concern 2116 Arlington Ave Suite 100 Los Angeles CA 90018 None Public Charity To provide housing for the most vulnerable citizens 10000 School on Wheels 600 East 7th Street Ste 109 Los Angeles CA 90021 None Public Charity To support an organization that tutors children that experiencing homelessness in California. 50000 621000 0 14 2 14 494372 523000 24356 14 2986 18 213164 24356 710524 0 734880 0 0 0 0 0 0 0 0 0 0 X X 1 Bagnard Health and Education Trust c/o Sedgwick 2718 Wilshire Blvd Santa Monica CA 90403 11767 X Corporate Bonds-see attached schedule for details 1801006 1801006 Corporate Stocks-see attached schedule for details 5860614 5860614 560561 560561 0 0 Mutual Funds, ETFs, etc.-see attached schedule for details FMV 5429210 5429210 Investment in Sands Capital Global Innovation Fund II,LP(EIN 98-1587432) FMV 393580 393580 Investment in Pathstone Income(EIN 88-0920280) FMV 397889 397889 Investment in Pathstone 2021-B(EIN 86-3412561) FMV 375919 375919 Investment in Sands Aggregator(EIN 92-2881492) FMV 36474 36474 Sands Capital Global Fund II-AN(EIN 99-3522446) FMV 132933 132933 Bank and brokerage service fees 108787 108787 0 Investment expenses from pass through investments 27806 10606 0 Various investment income from pass thru investments 24356 0 24356 Various investment income from pass thru investments 2986 2986 2986 Unrealized gain on marketable securities 562689 Foreign taxes withheld on investments 542 547 0 Federal income and excise taxes 25506 0 0 State and local taxes 456 250 200