2024-02-07T16:16:34-06:00 2023-03-31 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2022-04-01 954039919 BENJAMIN FAMILY FOUNDATION BENJ 3108287547 3029 WILSHIRE BOULEVARD 200 SANTA MONICA CA 90403 ROBERT GIVEN TREASURER/CHIEF FIN OFFICER 3108287547 2024-02-02 1 ROBERT GIVEN 999009999 0 PETER GOLDBERG P00020952 3108287547 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 760180 X X 21795 21795 23440 276344 23440 45235 45235 0 0 0 1825 34 0 3832 3782 50 5657 3816 50 153500 153500 159157 3816 153550 -113922 41419 16393 6599 6599 5149 9273 9273 437256 319796 556460 184366 193880 143649 34439 34439 44199 677603 563987 760180 0 0 X 0 0 0 0 677603 563987 677603 563987 677603 563987 677603 -113922 306 563987 0 563987 CNB BROKERAGE 2022-01-01 2022-12-27 48092 53608 -5516 -5516 CNB BROKERAGE 2021-01-01 2022-12-27 228252 199296 28956 28956 23440 576 0 576 0 576 900 0 0 0 900 0 324 324 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ROBERT GIVEN 3108287547 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTHEW BENJAMIN 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 PRESIDENT 0.20 0 0 0 ROBERT H GIVEN 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 SECRETARY/TREASURER 0.20 0 0 0 GIVEN CO 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 SERVICE PROVIDER 0.00 0 0 0 NONE 0 NONE 0 0 828968 21588 0 850556 0 0 850556 12758 837798 41890 41890 576 576 41314 0 41314 0 41314 153550 0 153550 41314 1602 0 0 153550 1602 0 0 41314 110634 0 0 110634 0 0 0 0 0 0 0 110634 110634 X BOULDER JCC 6007 OREG AVE BOULDER CO 80303 PUBLIC CHARITY GENERAL SUPPORT 5000 BOULDER OPEN SPACE PO BOX 1765 BOULDER CO 80306 PUBLIC CHARITY CONSERVATION 2500 BRIDGE HOUSE 5345 ARAPAHOE AUITE 5 BOULDER CO 80303 PUBLIC CHARITY GENERAL SUPPORT 2500 COMMUNITY FOOD SHARE 650 S TAYLOR AVE LOUISVILLE CO 80027 PUBLIC CHARITY GENERAL SUPPORT 2500 COMMUNITY FOUNDATION 1123 SPRUCE STREET BOULDER CO 80302 PUBLIC CHARITY GENERAL SUPPORT 5000 EMERGENCY FAMILY ASSISTANCE ASSOCIATION 1575 YARMOUTH AVE BOULDER CO 80304 PUBLIC CHARITY GENERAL SUPPORT 10000 FEET FORWARD 1905 15TH STREET PO BOX 2044 BOULDER CO 80306 PUBLIC CHARITY GENERAL SUPPORT 1500 GARDEN TO TABLE 1220 CLAREMONT DR BOULDER CO 80305 PUBLIC CHARITY GENERAL SUPPORT 10000 I HAVE A DREAM FOUNDATION 5390 MANHATTAN CIRCLE 200 BOULDER CO 80303 PUBLIC CHARITY GENERAL SUPPORT 3000 IDAHO CONSERVATION LEAGUE P O BOX 844 BOISE ID 83701 PUBLIC CHARITY ENVIRONMENTAL 65000 MOTHER HOUSE 2041 PEARL ST BOULDER CO 80303 PUBLIC CHARITY GENERAL SUPPORT 1500 OUT BOULDER COUNTY PO BOX 1018 BOULDER CO 80306 PUBLIC CHARITY GENERAL SUPPORT 11500 TGTHR 1440 PINE ST SUITE B BOULDER CO 80302 PUBLIC CHARITY GENERAL SUPPORT 2000 YELLOWSTONE ASSOCIATION P O BOX 117 YELLOWSTONE NP WY 82190 PUBLIC CHARITY ENVIRONMENTAL 10000 IMPACT ON EDUCATION 721 FRONT ST STE A LOUISVILLE CO 80027 PUBLIC CHARITY EDUCATIONAL 1500 WILD BEAR NATURE CENTER 20 LAKEVIEW DRIVE UNIT 107 NEDERLAND CO 80466 PUBLIC CHARITY ENVIRONMENTAL 20000 153500 0 14 21795 18 23440 0 45235 0 45235 0 0 0 0 0 0 0 0 0 0 REPORTABLE SERVICES PROVIDED FOUNDATION FORM 990-PF PART VIII LINE 1 THE FOUNDATION PAYS GIVEN & COMPANY, AN ACCOUNTANCY CORPORATION, FOR VARIOUS ACCOUNTING SERVICES. THESE SERVICES INCLUDE TAX PREPARATION, BOOKKEEPING, AND GENERAL FOUNDATION MANAGEMENT SERVICES. ROBERT GIVEN, AN OFFICER AND DIRECTOR OF THE FOUNDATION IS AN EMPLOYEE OF GIVEN & COMPANY. AS AN EMPLOYEE, HE RECEIVED COMPENSATION FOR HIS SERVICES ON FOUNDATION MATTERS. NO COMPENSATION WAS PAID BY THE FOUNDATION TO ITS OFFICERS OR DIRECTORS. NO AMOUNT WAS PAID IN THIS FISCAL YEAR. CITY NATIONAL ROCHDALE FIXED INC OPPT 184366 134101 BLACKROCK ULTRA SHORT-TERM BOND ETF 9514 9548 ACCENTURE 2995 5716 ADOBE SYSTEMS 1680 9634 ALPHABET A 3947 14004 ALPHABET C 3924 14040 AMAZON.COM 17286 12395 AMERICAN WATERWORKS 2845 9522 AON 2340 3153 APPLE 4773 42050 ASML HOLDING 2847 6807 BERKSHIRE CL B 4997 9263 CINTAS 2166 9254 CME GROUP 4412 8618 COMCAST 7195 8909 COSTCO WAREHOUSE 3895 14906 DANAHER 6986 10082 DISNEY 10477 9012 EDWARDS LIFE SCIENCES 936 5791 HOME DEPOT 3897 14756 JPMORGAN CHASE 5099 11728 LOCKHEED MARTIN 2397 4727 MASTERCARD 2685 12719 MCDONALDS 2606 5592 MICROSOFT 4227 30272 NEXTERA ENERGY 3244 6552 NORTHROP 2211 4617 PEPSICO 5176 9662 ROPER TECHNOLOGIES 3878 4848 THERMO FISHER 2315 11527 T-MOBILE 5643 9415 TRANE TECHNOLOGIES 1927 5519 UNITED HEALTHCARE 5340 18094 VERIZON COMM 2600 2139 VISA INC 3357 13528 WALMART 5890 8847 ZOETIC 1498 4161 HCA HEALTHCARE INC 5234 11866 NXP SEMCONDUCTORS 4543 5594 OLD DOMINON FREIGHT LINE INC 3323 5113 STARBUCKS CORP 5535 7289 S&P GLOBAL INC 3428 3448 AMERICAN EXPRESS CO 5205 4949 BANK OF AMERICA CORP 6020 4004 BECTON DICKINSON 8694 8664 EOG RES INC 5739 6878 QUANTA SERVICES INC 5958 7499 GLOBAL LISTED REAL ESTATE 20551 18276 VANGUARD MID-CAP VALUE 10619 10055 ANHEUSER-BUSCH INBEV SPONS ADR 10083 12345 CHUBB LTD 4295 3884 EXXON MOBIL CORP 3680 3838 GILEAD SCIENCES INC 8005 10371 LINDE PLC 5257 5332 OCCIDENTAL PETE CORP 4442 4682 VERTEX PHARMACEUTICALS INC 2049 2205 VANGUARD VALUE ETF (VTV) 46915 46267 PIONEER NATURAL RESOURCES CO 2530 2042 CITY NATIONAL ROCHDALE SELECT STRATEGIES AT COST 30000 36989 EQUINIX INC REIT AT COST 4439 7210 INVESTMENT ADVISOR FEES/MISC 3782 3782 0 DEPARTMENT OF JUSTICE ANNUAL REGISTRATION FEE 50 0 50 MISCELLANOUS ACCT ADJUSTMENTS 306 FOREIGN TAX 34 34 0 IRS 1791 0 0