2026-05-12T17:08:50-05:00 2025-12-31 990PF 2025-01-01 330757689 GARY BROAD FOUNDATION GARY 3109545026 300 SOUTH GRAND AVE 1800 LOS ANGELES CA 90071 JULIE BAKER TRUSTEE 3109545026 2026-05-12 2025 2025-03-06 01:10:19Z X 18314330 X X 267996 267996 354177 630303 630303 622173 898299 0 0 0 24989 9882 107 5546 316 5230 30535 10198 5337 835000 835000 865535 10198 840337 -243362 888101 12319 13866 13866 3650 33048 33048 6955264 6680957 18267416 6971233 6727871 18314330 0 0 X 4130194 4130194 0 0 2841039 2597677 6971233 6727871 6971233 6727871 6971233 -243362 0 6727871 0 6727871 CAMPBELL 4,295 SHS D 2009-08-25 2025-10-10 130370 130370 130370 SPDR GLD 1,293 SHS D 2015-12-17 2025-12-03 499933 499933 499933 630303 12345 0 12345 0 12345 15909 0 0 0 15909 0 3564 3564 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 1 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 17308000 149810 0 17457810 0 0 17457810 261867 17195943 859797 859797 12345 12345 847452 0 847452 0 847452 840337 0 840337 847452 0 0 26033 26033 840337 0 0 0 840337 0 7115 7115 18918 0 0 0 0 0 0 18918 0 GARY BROAD X ACCESS YOUTH ACADEMY 704 EUCLID AVE SAN DIEGO CA 92114 PC SUPPORT FOR EDUCATION AND YOUTH DEVELOPMENT PROGRAMS 20000 ALLIES FOR EVERY CHILD 12120 WAGNER ST CULVER CITY CA 90230 PC SUPPORT FOR EDUCATION AND YOUTH DEVELOPMENT PROGRAMS 30000 ANIMAL SAMARITANS SPCA 72-307 RAMON RD THOUSAND PALMS CA 92276 PC SUPPORT FOR ANIMAL WELFARE 40000 ASPCA 520 8TH AVE 7TH FL NEW YORK NY 10018 PC SUPPORT FOR ANIMAL WELFARE 40000 BOYS & GIRLS CLUB OF COACHELLA 42-600 COOK ST 120 PALM DESERT CA 92211 PC SUPPORT FOR EDUCATION AND YOUTH DEVELOPMENT PROGRAMS 40000 CALIFORNIA PAWS RESCUE 73650 DINAH SHORE DR PALM DESERT CA 92211 PC SUPPORT FOR ANIMAL WELFARE 10000 CALIFORNIA RETIREMENT MGT ACCT 285 W HUNTINGTON DR ARCADIA CA 91007 PC SUPPORT FOR ANIMAL WELFARE 20000 EDWIN J GREGSON FOUNDATION 285 W HUNTINGTON DR ARCADIA CA 91066 PC SUPPORT FOR EDUCATIONAL OPPORTUNITIES 30000 EISENHOWER MEDICAL CENTER 39000 BOB HOPE DR RANCHO MIRAGE CA 92270 PC SUPPORT FOR MEDICAL SERVICES 35000 HAZELDEN BETTY FORD CENTER FOUNDATION 41990 COOK ST STE C-301 PALM DESERT CA 92211 PC SUPPORT FOR MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS 20000 HELEN WOODWARD ANIMAL 6461 EL APAJO RD PO BOX 6E RANCHO SANTA FE CA 92067 PC SUPPORT FOR ANIMAL WELFARE 30000 ISRAEL GUIDE DOG CENTER FOR THE BLIND USA 968 EASTON RD STE H WARRINGTON PA 18976 PC SUPPORT FOR INCLUSIVE PROGRAMS TO BENEFIT PEOPLE WITH DISABILITIES 25000 JEWISH FAMILY SERVICE 801 E TAHQUITZ CANYON WAY PALM SPRINGS CA 92262 PC SUPPORT FOR COMMUNITY AND SOCIAL SERVICES 30000 KIDS & HORSES 2869 ESAW ST MINDEN NV 89423 PC SUPPORT FOR INCLUSIVE PROGRAMS TO BENEFIT PEOPLE WITH DISABILITIES 30000 LIVING DESERT RESERVE 47-900 PORTOLA AVE PALM DESERT CA 92260 PC SUPPORT FOR WILDLIFE AND HABITAT CONSERVATION 20000 MUTTVILLE 255 ALABAMA ST SAN FRANCISCO CA 94103 PC SUPPORT FOR ANIMAL WELFARE 30000 PALM SPRINGS ART MUSEUM 101 MUSEUM DR PALM SPRINGS CA 92263 PC SUPPORT FOR THE ARTS 30000 PEGASUS RIDING ACADEMY FOR THE HANDICAPPED 35-450B PEGASUS CT PALM DESERT CA 92211 PC SUPPORT FOR INCLUSIVE PROGRAMS TO BENEFIT PEOPLE WITH DISABILITIES 30000 RACE FOR EDUCATION 4063 IRON WORKS PKWY STE 2 LEXINGTON KY 40511 PC SUPPORT FOR EDUCATIONAL OPPORTUNITIES 30000 RIDE TO FLY 50 NARCISSA DR RANCHO PALOS VERDES CA 90275 PC SUPPORT FOR INCLUSIVE PROGRAMS TO BENEFIT PEOPLE WITH DISABILITIES 20000 SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVE SAN DIEGO CA 92121 PC SUPPORT FOR HUNGER RELIEF 50000 SAN DIEGO HUMANE SOCIETY 5500 GAINES ST SAN DIEGO CA 92110 PC SUPPORT FOR ANIMAL WELFARE 20000 SOUTHERN CALIFORNIA GOLDEN RETRIEVER RESCUE PO BOX 25698 LOS ANGELES CA 90025 PC SUPPORT FOR ANIMAL WELFARE 30000 SPECIAL OLYMPICS KENTUCKY 105 LAKEVIEW CT FRANKFORT KY 40601 PC SUPPORT FOR INCLUSIVE PROGRAMS TO BENEFIT PEOPLE WITH DISABILITIES 10000 ST VINCENT MEALS ON WHEELS 2222 OCEAN VIEW AVE STE 114 LOS ANGELES CA 90057 PC SUPPORT FOR HUNGER RELIEF 25000 THRIVE ANIMAL RESCUE 13875 OLD EL CAMINO REAL SAN DIEGO CA 92130 PC SUPPORT FOR ANIMAL WELFARE 20000 UNIVERSITY OF HAWAI'I FOUNDATION 2444 DOLE ST HONOLULU HI 96822 PC SUPPORT FOR HIGHER EDUCATION 40000 WINDWARD SCHOOL 11350 PALMS BLVD LOS ANGELES CA 90066 PC SUPPORT FOR EDUCATION PROGRAMS 40000 WORLD WILDLIFE FUND 1250 TWENTY-FOURTH STREET NW WASHINGTON DC 20037 PC SUPPORT FOR WILDLIFE AND HABITAT CONSERVATION 40000 835000 0 14 267996 18 354177 0 622173 0 622173 0 0 0 0 0 0 0 0 0 0 ACCENTURE 6,512 SHS 999267 1747170 AIG 4,130 SHS 95116 353321 BP 4,221 SHS 220125 146595 CARRIER GLOBAL 3,100 SHS 62725 163804 CONOCOPHILLIPS 3,207 SHS 128064 300207 CONOCOPHILLIPS 4,747 SHS 284962 444367 EXXON MOBIL 3,149 SHS 224272 378951 FEDEX 3,400 SHS 309604 982124 GENERAL DYNAMICS 2,591 SHS 153335 872286 KB HOME 16,900 SHS 229164 953329 MERCK 7,000 SHS 318706 736820 OCCIDENTAL 2,548 SHS 117998 104774 OCCIDENTAL WARRANTS 318 SHS 1574 6127 ORACLE 7,364 SHS 349274 1435317 ORGANON & CO 700 SHS 15964 5019 OTIS 1,550 SHS 87727 135392 PHILLIPS 66 4,103 SHS 125736 529451 PROCTOR & GAMBLE 3,696 SHS 198032 529674 RAYTHEON 3,100 SHS 185154 568540 SPDR GLD 18,500 SHS 1890189 6819306 SYSCO 9,300 SHS 334614 685317 WALT DISNEY CO 3,248 SHS 349355 369525 BROKER FEES 316 316 0 PROFESSIONAL SERVICE FEES 5230 0 5230 FILING FEES 107 0 107 FOREIGN WITHHOLDING 9882 9882 0 FEDERAL TAXES 15000 0 0