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P 2023-03-27 2791 2623 168 168 ZOETIS INC P 2023-03-27 799 300 499 499 GNMA PL #439040 7.000% 1/15/27 P 2023-04-17 3 3 0 0 GNMA PL #439040 7.000% 1/15/27 P 2023-05-15 3 3 0 0 CNR FIXED INCOME OPPORT CL N 1236 P 2023-06-13 18211 22438 -4227 -4227 BLACKROCK ULTRA SHORT-TERM BOND ETF P 2023-06-14 17290 17276 14 14 GNMA PL #439040 7.000% 1/15/27 P 2023-06-15 3 3 0 0 BANK OF AMERICA CORP P 2023-06-20 5256 7740 -2484 -2484 COMCAST CORP-CL A P 2023-06-20 3299 1169 2130 2130 DANAHER CORP P 2023-06-20 3620 603 3017 3017 ROUNDING ADJUSTMENT P 2023-06-30 8 -8 -8 23959 956 0 956 0 956 3118 0 0 0 3118 0 2162 2162 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ROBERT H GIVEN 3108287547 3029 WILSHIRE BLVD SUITE 200 SANTA MONICA CA 90403 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT H GIVEN 3029 WILSHIRE BLVD SUITE 200 SANTA MONICA CA 90403 CO-TRUSTEE 0.00 0 0 0 STANFORD K RUBIN 10100 SANTA MONICA BLVD SUITE 2200 LOS ANGELES CA 90067 CO-TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 2294412 126941 0 2421353 0 0 2421353 36320 2385033 119252 119252 956 956 118296 0 118296 0 118296 155249 0 155249 118296 0 0 0 155249 0 0 0 118296 36953 0 0 36953 0 0 0 0 0 0 0 36953 36953 X ALLIANCE FOUNDATION PO BOX 86609 LOS ANGELES CA 90086 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 7500 AMERICAN FRIENDS ISRAEL PHILHARMONIC 122 EAST 42ND ST SUITE 4507 NEW YORK NY 10168 OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 1000 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 16633 VENTURA BLVD 715 ENCINO CA 91436 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 2500 AMNESTY INTERNATIONAL 311 W 43RD STREET 7TH FLOOR NEW YORK NY 10036 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 2500 ARTHRITIS FOUNDATION 1355 PEACHTREE ST NE SUITE 600 ATLANTA GA 30309 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 7000 BRENNAN CENTER FOR JUSTICE 120 BROADWAY 1750 NEW YORK NY 10271 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 1000 C5 YOUTH FOUNDATION 3100 N BROADWAY LOS ANGELES CA 90031 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 1000 COMMUNITY PARTNERS FBO WRITE GIRL 1330 FACTORY PLACE F104 LOS ANGELES CA 90013 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 10000 CONCERN FOUNDATION 11111 W OLYMPIC BLVD SUITE 214 LOS ANGELES CA 90064 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 5000 DEVCON BY ETHEREUM FOUNDATION ZEUGHAUSGASSE 7A ZUG SZ 6300 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 3000 FACING HISTORY 89 SOUTH STREET SUITE 401 BOSTON MA 02111 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 5000 GREATER LOS ANGELES ZOO ASSOCIATION 5333 ZOO DRIVE LOS ANGELES CA 90027 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 2500 HOLOCAUST MUSEUM LA 100 THE GROVE DRIVE LOS ANGELES CA 90036 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 2500 JVS SCHOLARSHIP PROGRAM 6505 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90048 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 5000 LOS ANGELES PHILHARMONIC'S SYMPHONIES FOR SCHOOL ENDOWMENT 151 S GRAND AVENUE LOS ANGELES CA 90012 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 2500 OREGON CENTER FOR CREATIVE LEARNING 413 W MAIN ST MEDFORD OR 97501 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 5000 PALISADES CHARTER HIGH SCHOOL FUND 15777 BOWDOIN ST PACIFIC PALISADES CA 90272 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 8000 PALISADES HIGH SCHOOL BOOSTER CLUB P O BOX 223 PACIFIC PALISADES CA 90272 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 8000 PEOPLE FOR THE AMERICAN WAY FOUNDATION 1101 15TH STREET NW SUITE 600 WASHINGTON DC 20005 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 2500 REED FOUNDATION FOR AUTISM 25 POTASH ROAD OAKLAND NJ 07436 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 5000 SPCA 5026 W JEFFERSON BLVD LOS ANGELES CA 90016 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 1000 TALENT MAKER CITY 304 E MAIN ST TALENT OR 97540 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 25000 USC SCHOOL OF CINEMATIC ARTS -COOPER ENDOWMENT PROGRAM 900 WEST 34TH STREET DEANS SUITE SCA 465 LOS ANGELES CA 90089 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 2500 WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BLVD LOS ANGELES CA 90010 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 5000 120000 0 14 71262 18 23959 0 95221 0 95221 8 THE LENART ART EDUCATION FOUNDATION IS A PRIVATE FOUNDATION LOCATED IN SANTA MONICA, CALIFORNIA, THAT PRIMARILY FUNDS COMMUNITY SERVICE AND ART EDUCATION. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 32507 16253 16254 REPORTABLE SERVICES PROVIDED TO THE FOUNDATION PART VII-B PAGE 5 LINE 1 THE FOUNDATION PAID GIVEN & COMPANY, INC, THE SUM OF $32,507 FOR TAX PREPARATION AND BOOKKEEPING SERVICES. ROBERT H. GIVEN, A TRUSTEE OF THE FOUNDATION, IS THE SOLE OWNER OF GIVEN & COMPANY, AND AS AN EMPLOYEE RECEIVED COMPENSATION FROM GIVEN & COMPANY, INC. FOR HIS SERVICES.THE FOUNDATION PAID LOEB & LOEB, LLP, THE SUM OF $14,240 FOR VARIOUS SERVICES TO THE FOUNDATION. THESE SERVICES INCLUDED LEGAL AND TRUST ADMINISTRATIVE FUNCTIONS FOR THE FOUNDATION. STANFORD K. RUBIN, A TRUSTEE OF THE FOUNDATION, IS A PARTNER OF LOEB & LOEB, LLP, AND AS SUCH, RECEIVED COMPENSATION BY LOEB & LOEB, LLP FOR HIS SERVICES.NO COMPENSATION WAS DIRECTLY PAID BY THE FOUNDATION TO ROBERT H. GIVEN NOR STANFORD K. RUBIN IN THEIR CAPACITY AS TRUSTEES OR OFFICERS OF THE FOUNDATION. CALDWELL SUTTER CAPITAL AT COST 1544008 1562219 CITY NATIONAL BANK AT COST 386582 717741 LEGAL 14240 7120 7120 DUE FROM OFFICER 1050 1050 1050 ADR FEES 18 18 0 MANAGEMENT FEES 2970 2970 0 ROUNDING 6 CONSULTING SERVICES 11700 0 11700 FOREIGN TAXES WITHHELD 91 91 0 DEPT OF JUSTICE 175 0 175