2024-11-13T15:43:23-06:00 2023-12-31 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2023-01-01 237018415 TAMKIN FOUNDATION INC TAMK 3108287547 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 STEVEN TAMKIN PRESIDENT 3108287547 2024-11-11 1 0 PETER GOLDBERG P00020952 3108287547 2023 2024-10-15 13:58:12Z X 3999688 X X 48543 48471 1092 883 -21155 436340 0 126837 0 155317 48471 0 0 0 270 0 270 397 397 0 15 0 0 1545 1518 0 28589 28205 175 30816 30120 445 105000 105000 135816 30120 105445 19501 18351 35577 118940 118940 20158 106521 106521 423070 411520 418458 1854871 1770887 2472104 938305 883665 883665 3271981 3291533 3999688 0 0 X 0 0 0 0 3271981 3291533 3271981 3291533 3271981 3291533 3271981 19501 51 3291533 0 3291533 MORGAN STANLEY 186993 191812 -4819 -4819 MORGAN STANLEY 247579 265683 -18104 -18104 WASH SALE ADJUSTMENT 530 530 530 WASH SALE ADJUSTMENT 1238 1238 1238 -21155 255 0 255 0 255 3354 0 0 0 3354 0 3099 3099 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 TAMKIN.FOUNDATION STEVEN TAMKIN 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 STEVEN M TAMKIN 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 PRESIDENT 0.50 0 0 0 DOUGLAS TAMKIN 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 SECRETARY/TREASURER 0.20 0 0 0 NONE 0 NONE 0 0 2669896 558982 200000 3428878 0 0 3428878 51433 3377445 168872 168872 255 20 275 168597 0 168597 0 168597 105445 0 105445 168597 102184 0 0 105445 102184 0 0 3261 0 0 0 0 0 0 0 0 165336 0 0 0 X CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE PUBLIC CHARITY GENERAL SUPPORT 50000 FRIENDS OF MALIBU URGENT CARE CENTER PO BOX 6836 MALIBU CA 90265 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 ARC MASSACHUSETTS INC 217 SOUTH STREET WALTHAM MA 02453 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 REACH INC 20 MIDDLE STREET PLYMOUTH MA 02360 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 NEW ENGLAND VILLAGE INC 664 SCHOOL ST PEMBROKE MA 02359 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 105000 0 14 48543 531190 -110 531190 993 531190 212 18 -21155 TAMKIN LP - NON TAXABLE DISTRIBUTION FROM SCH K-1 01 126625 1095 154013 0 155108 0 0 0 0 0 0 0 0 0 0 SCH K-1 ACCT FEES 397 397 0 INVESCO QQQ 538099 870230 ISHARES CORE S&P 500 549466 899377 ISHARES MSCI EMERGING MKRS 377449 358713 ISHARES RUSSELL 2000 GROWTH 126657 149314 THE FINANCIAL SEL SECT SPDR 179213 194467 DUFF & PHELPS GLB UTILITIES 5790 3 3 411520 418458 0 0 MORGAN STANLEY MM/CASH 5790 AT COST 240182 240182 TAMKIN FAMILY LP AT COST 643474 643474 FIRST TRUST AT COST 9 9 EVANS AND ROSEN 270 0 270 INVESTMENT FEES 27591 27591 0 SCH K-1 DEDUCTIONS/LOSSES 614 614 0 CA DEPT OF JUSTICE 175 0 175 TAMKIN FAMILY LP - WHITE OAK FORMER PROPERTY OWNED 110 0 0 TAMKIN FAMILY LP - TF LLC FORMERLY PROPERTY OWNED 99 0 0 TAMKIN LP - PASS THRU 212 0 212 TAMKIN LP - NON TAXABLE DISTRIBUTION FROM SCH K-1 126625 126625 MISC ADJUSTMENT 51 FRANCHISE TAX BOARD/OTHER STATE TAXES 27 0 0 FOREIGN TAXES MS 591 1518 1518 0