2024-03-02T07:34:45-06:00 2023-12-31 262464053 GOLDBERG & COMPANY 21800 OXNARD ST 420 WOODLAND HILLS CA 91367 990PF 2023-01-01 462069986 THE STEVE LAWRENCE & EYDIE GORME FDN C/O GOLDBERG & CO STEV 8189079700 21800 OXNARD STREET 420 WOODLAND HILLS CA 91367 DAVID LAWRENCE DIRECTOR 8189079700 2024-03-01 1 DAVID LAWRENCE XXX-XX-XXXX 1 JOSHUA GOLDBERG CPA P02176242 8189079700 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 1663400 X X 52681 52681 43543 43543 14160 282000 14160 110384 110384 0 0 0 2775 0 0 46465 0 0 50 0 0 10056 0 0 59346 0 0 25000 25000 84346 0 25000 26038 110384 23600 19878 19878 51676 185634 185634 1348245 1241525 1159873 420243 420243 298015 1843764 1867280 1663400 0 0 X 0 0 0 0 1843764 1867280 1843764 1867280 1843764 1867280 1843764 26038 0 1869802 2522 1867280 WELLS FARGO-9875-SHORT TERM P 2023-06-30 2023-12-31 164000 164000 0 0 WELLS FARGO-9875-LONG TERM P 2022-06-30 2023-12-31 118000 103840 14160 14160 14160 1534 0 1534 0 1534 1240 0 0 0 1240 0 294 0 0 0 0 0 0 0 0 0 0 0 1 NV 1 0 0 0 0 1 N/A GOLDBERG CO 8189079700 21800 OXNARD STREET 420 WOODLAND HILLS CA 91367 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID LAWRENCE 21800 OXNARD ST STE 420 WOODLAND HILLS CA 91367 DIRECTOR 10.00 0 0 0 NONE 0 NONE 0 0 1565574 51189 0 1616763 0 0 1616763 24251 1592512 79626 79626 1534 1534 78092 0 78092 0 78092 25000 0 25000 78092 0 0 0 25000 0 0 0 25000 0 0 0 0 0 0 0 0 53092 0 0 0 DAVID LAWRENCE X ALZHEIMER'S ASSOCATION 225 NORTH MICHIGAN AVE CHICAGO IL 60601 NONE EXEMPT CHARITABLE 2500 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 NONE EXEMPT CHARITABLE 2500 CARNEGIE HALL 881 SEVENTH AVENUE NEW YORK NY 10019 NONE EXEMPT CHARITABLE 5000 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 NONE EXEMPT CHARITABLE 2500 LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST LOS ANGELES CA 90058 NONE EXEMPT CHARITABLE 2500 KEEP MEMORY ALIVE 888 W BONNEVILLE AVE LAS VEGAS NV 89106 NONE EXEMPT CHARITABLE 2500 SAVE THE CHILDREN 501 KIGS HIGHWAY EAST ST 400 FAIRFIELD CT 06825 NONE EXEMPT CHARITABLE 2500 SIMON WIESENTHAL CENTER 1399 S ROXBURY DR LOS ANGELES CA 90035 NONE EXEMPT CHARITABLE 2500 THE LEUKEMIA AND LYMPHOMA SOCIETY DONOR SERVICES PO BOX 22324 NEW YORK NY 10087 NONE EXEMPT CHARITABLE 2500 25000 0 52681 43543 14160 0 0 110384 110384 3 INVESTMENTS HELD FOR INTEREST AND DIVIDEND INCOME 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING & ACCOUNTING 46465 0 0 INVESTMENT IN CORPORATE BONDS 1241525 1159873 INVESTMENT IN STOCKS AT COST 420243 298015 LEGAL EXPENSES 2775 0 0 DECREASE IN SECURITIES 2522 CREDIT CARD FEES 1766 0 0 RENT-EQUIPMENT 195 0 0 INVESTMENT FEES 8091 0 0 OFFICE EXPENSES 4 0 0 TAXES & LICENSES 50 0 0