2024-09-05T19:32:20-05:00 2024-03-31 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2023-04-01 954039919 BENJAMIN FAMILY FOUNDATION BENJ 3108287547 3029 WILSHIRE BOULEVARD 200 SANTA MONICA CA 90403 ROBERT GIVEN TREASURER/CHIEF FIN OFFICER 3108287547 2024-08-28 1 0 PETER GOLDBERG P00020952 3108287547 2023 2024-08-08 14:25:15Z X 824236 X X 17733 17733 35877 185796 35877 53610 53610 0 0 0 6150 3075 3075 573 73 0 3420 3375 45 10143 6523 3120 75500 75500 85643 6523 78620 -32033 47087 6599 24404 24404 9273 8443 8443 319796 311997 614310 193880 154447 129333 34439 32663 47746 563987 531954 824236 0 0 X 0 0 0 0 563987 531954 563987 531954 563987 531954 563987 -32033 0 531954 0 531954 CNB- SHORT TERM 7098 6668 430 430 CNB- LONG TERM 178698 143251 35447 35447 35877 655 0 655 0 655 824 0 0 0 824 1 168 168 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 768803 24607 0 793410 0 0 793410 11901 781509 39075 39075 655 655 38420 0 38420 0 38420 78620 0 78620 38420 0 0 110634 110634 78620 0 0 0 38420 40200 0 0 150834 0 0 0 0 0 0 0 150834 110634 40200 X BOULDER BRIDGE HOUSE 5345 ARAPAHOE AUITE 5 BOULDER CO 80303 PUBLIC CHARITY GENERAL SUPPORT 2500 BOULDER COMMUNITY FOUNDATION 1123 SPRUCE STREET BOULDER CO 80302 PUBLIC CHARITY GENERAL SUPPORT 5000 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 COMMUNITY FOOD SHARE 650 S TAYLOR AVE LOUISVILLE CO 80027 PUBLIC CHARITY GENERAL SUPPORT 2500 EMERGENCY FAMILY ASSISTANCE ASSOCIATION 1575 YARMOUTH AVE BOULDER CO 80304 PUBLIC CHARITY GENERAL SUPPORT 10000 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 IMPACT ON EDUCATION 721 FRONT ST STE A LOUISVILLE CO 80027 PUBLIC CHARITY EDUCATIONAL 20000 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 1500 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 75500 0 14 17733 18 35877 0 53610 0 53610 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6150 3075 3075 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. $6150 WAS PAID TO GIVEN & COMPANY IN THIS FISCAL YEAR. BLACKROCK ULTRA SHORT-TERM BOND ETF 9514 9606 CITY NATIONAL ROCHDALE FIXED INC OPPT 120202 94265 FEDERATED HERMES INST HIGH YIELD 5827 5917 ISHARES 0-5 HIGH YIELD 8864 9148 ISHARES BOXX HY 2329 2332 ISHARES JP MORGAN EM BOND 2376 2421 PIMCO INCOME 5335 5644 ACCENTURE 2247 5199 ADOBE SYSTEMS 1008 7569 ALPHABET A 3654 18866 ALPHABET C 3632 19032 AMAZON.COM 13780 18038 AMERICAN TOWER 7959 7904 AMERICAN WATERWORKS 2173 6110 AMGEN 6650 7108 ANHEUSER-BUSCH INBEV SPONS ADR 8435 9421 APPLE 4399 40298 ASML HOLDING 2847 9705 BERKSHIRE CL B 4164 10513 CINTAS 1624 10305 CME GROUP 3922 8612 COSTCO WAREHOUSE 3163 18316 CSX 3580 3522 DANAHER 5882 7492 DISNEY 12662 15907 EOG RES INC 4782 6392 EXXON MOBIL CORP 3680 4068 GLOBAL LISTED REAL ESTATE 20551 18444 HCA HEALTHCARE INC 4071 11673 HOME DEPOT 3095 15344 JPMORGAN CHASE 4249 15023 LINDE PLC 4556 6036 LOCKHEED MARTIN 2397 4549 MARCH & MCELLAN 4926 5150 MASTERCARD 2298 14447 MCDONALDS 1954 4229 MICROSOFT 3418 37865 NEXTERA ENERGY 5716 7669 NORDO NORDISK 8728 8988 NORTHROP 2211 4787 NVIDIA 8945 16264 NXP SEMCONDUCTORS 3786 6194 OCCIDENTAL PETE CORP 4442 4874 PARKER HANNIFER 5599 8337 PEPSICO 4365 7875 PIONEER NATURAL RESOURCES CO 2530 2625 QUANTA SERVICES INC 5295 10392 ROPER TECHNOLOGIES 3878 6169 S&P GLOBAL INC 3428 4255 SALESFORCE 5783 7530 SCHUMBERGER 5564 5481 STARBUCKS CORP 2372 2742 THERMO FISHER 1721 8718 T-MOBILE 4205 8161 TRANE TECHNOLOGIES 1606 7505 UNITED HEALTHCARE 4052 14841 VANGUARD MID-CAP VALUE 10619 11693 VANGUARD VALUE ETF (VTV) 44782 52115 VERIZON COMM 2600 2308 VERTEX PHARMACEUTICALS INC 9112 11286 VISA INC 2794 13954 WALMART 4908 9026 ZOETIC 1198 3384 CITY NATIONAL ROCHDALE SELECT STRATEGIES AT COST 30000 42794 EQUINIX INC REIT AT COST 2663 4952 INVESTMENT ADVISOR FEES/MISC 3375 3375 0 DEPARTMENT OF JUSTICE ANNUAL REGISTRATION FEE 25 0 25 MISCELLANEOUS 20 0 20 FOREIGN TAX 73 73 0 IRS 500 0 0