2024-04-07T18:21:38-05:00 2023-05-31 953416914 GIVEN & COMPANY 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 990PF 2022-06-01 957120701 THE GWLADYS AND JOHN ZURLO CHARITABLE FOUNDATION GWLA 3108287547 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 ROBERT H GIVEN PRESIDENT 3108287547 2024-03-31 1 ROBERT GIVEN 999009999 0 PETER GOLDBERG P00020952 3108287547 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 8481357 X X 218410 218410 338211 1539169 338211 556621 556621 0 0 0 160896 40000 120896 323 323 0 33158 32833 325 194377 73156 121221 672500 672500 866877 73156 793721 -310256 483465 78943 12353 12353 17345 22374 17345 4021227 3509485 6569217 1572618 1835665 1510478 300000 300000 371964 5990133 5679877 8481357 0 0 X 0 0 0 0 5990133 5679877 5990133 5679877 5990133 5679877 5990133 -310256 0 5679877 0 5679877 CNB 202617 244111 -41494 -41494 CNB 1336502 956847 379655 379655 LEHMAN BROS HOLDING P 50 50 50 338211 6720 0 6720 0 6720 6184 0 7000 0 13184 0 6464 6464 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 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 200 SANTA MONICA CA 90403 PRESIDENT 2.00 0 0 0 SUZI GIVEN 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 8652852 93609 0 8746461 0 0 8746461 131197 8615264 430763 430763 6720 6720 424043 0 424043 0 424043 793721 0 793721 424043 110432 0 0 793721 110432 0 0 424043 259246 0 0 259246 0 0 0 0 0 0 0 259246 259246 X ALL SAINTS EPISCOPAL CHURCH 504 N CAMDEN DR BEVERLY HILLS CA 90210 NONE PUBLIC CHARITY GENERAL SUPPORT 100000 AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 NONE PUBLIC CHARITY GENRAL SUPPORT 5000 ASANTE FOUNDATION 2600 SISKIYOU BLVD MEDFORD OR 97504 NONE PUBLIC CHARITY GENERAL SUPPORT 80000 AUTOIMMUNE ENCEPHALITIS ALLIANCE 2530 MERIDIAN PARKWAY 300 DURHAM NC 27713 NONE PUBLIC CHARITY MEDICAL SUPPORT 21500 CALIFORNIA STATE UNIVERSITY NORTHRIDGE 18111 NORDHOFF ST NORTHRIDGE CA 913308236 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 CARE USA P O BOX 1870 MERRIFIELD VA 22116 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 CEDARS SINAI HOSPITAL 8700 BEVERLY BLVD 2416 LOS ANGELES CA 90048 NONE PUBLIC CHARITY MEDICAL SUPPORT 16500 CONSERVATION LANDS FOUNDATION 835 E 2ND AVE 314 DURANGO CA 81301 NONE PUBLIC CHARITY ENVIRONMENTAL 5000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE 1100N BETHESDA MD 20814 NONE PUBLIC CHARITY MEDICAL SUPPORT 12000 DENNIS DOLIN MEMORIAL FUND 5732 LUBAO AVE WOODLAND HILLS CA 91367 NONE PUBLIC CHARITY GENERAL SUPPORT 7000 DOCTORS WITHOUT BORDERS P O BOX 5030 HAGERSTOWN MD 21741 NONE PUBLIC CHARITY MEDICAL SUPPORT 4500 GOOD SAMARITAN HOSPITAL 12401 WASHINGTON BLVD WHITTIER CA 90602 NONE PUBLIC CHARITY PUBLIC HEALTH 50000 GREENSPRINGS FIRE & RESCUE 9980 OLD HYATT PRAIRIE RD ASHLAND OR 97520 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 HILLSIDES HOME FOR CHILDREN 940 AVENUE 64 PASADENA CA 91105 NONE PUBLIC CHARITY GENERAL SUPPORT 50000 IRC INTERNATIONAL RESCUE COMMITTEE 122 E 42ND ST 12TH FLOOR NEW YORK NY 101681289 NONE PUBLIC CHARITY COMMUNITY SUPPORT 2000 KLAMATH BIRD OBSERVATORY P O BOX 758 ASHLAND OR 97520 NONE PUBLIC CHARITY ENVIRONMENTAL 3000 KS WILD P O BOX 102 ASHLAND OR 97520 NONE PUBLIC CHARITY ENVIRONMENTAL 5000 MAYO CLINIC 200 FIRST ST ROCHESTER MN 55905 NONE PUBLIC CHARITY MEDICAL 25000 NATURE BRIDGE 28 GEARY ST 650 SAN FRANCISCO CA 94108 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 NEIGHBORHOOD YOUTH ASSOCIATION 1016 PLEASANT VIEW AVE VENICE CA 90291 NONE PUBLIC CHARITY GENERAL SUPPORT 75000 OHRA COMMUNITY RESOURCE CENTER PO BOX 1133 ASHLAND OR 97520 NONE PUBLIC CHARITY SOCIAL SERVICE 25000 OREGON WILD 5825 N GREELEY AVE PORTLAND OR 97217 NONE PUBLIC CHARITY ENVIRONMENTAL 15000 PACIFIC CREST TRAIL ASSOCIATION 2150 RIVER PLAZA DRIVE STE 155 SACRAMENTO CA 95833 NONE PUBLIC CHARITY GENERAL SUPPORT 4000 PAWS FOR PURPLE HEARTS 5860 LABATH AVENUE SUITE A ROHNERT PARK CA 94928 NONE PUBLIC CHARITY GENERAL SUPPORT 22500 PLANNED PARENTHOOD LOS ANGELES 400 WEST 30TH STREET LOS ANGELES CA 90007 NONE PUBLIC CHARITY GENERAL SUPPORT 75000 ROGUE ADVOCATES PO BOX 624 ASHLAND OR 97520 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 SAVE THE CHILDREN 501 KINGS HIGHWAY E 400 FAIRFIELD CT 06825 NONE PUBLIC CHARITY EMERGENCY FOOD BANK 2500 SOUTHERN OREGON LAND CONSERVATORY PO BOX 954 ASHLAND OR 97520 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 THE CREST AT WILLOW WITT 658 SHALE CITY ROAD ASHLAND OR 97520 NONE PUBLIC CHARITY CONSERVATION, RESTORATION, EDUCATION 10000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE CAMBRIDGE MA 021383780 NONE PUBLIC CHARITY COMMUNITY SUPPORT 3000 WESTERN ENVIRONMENTAL LAW CENTER 120 SHELTON MCMURPHEY BLVD 340 EUGENE OR 97401 NONE PUBLIC CHARITY ENVIRONMENTAL 10000 WORLD VISON PO BOX 70102 TACOMA WA 98481 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 672500 0 14 218410 18 338211 0 556621 0 556621 0 0 0 0 0 0 0 0 0 0 ACCOUNTING (2 YEARS) 160896 40000 120896 REPORTABLE SERVICES PROVIDED TO THE FOUNDATION FORM 990 PF PART VIII PAGE 6 LINE 1 THE FOUNDATION PAID GIVEN & COMPANY, AN ACCOUNTANCY CORPORATION, THE SUM OF $160896 FOR VARIOUS MANAGEMENT SERVICES PERFORMED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION, BOOKKEEPING, FINANCIAL SERVICES, REVIEWING GRANTS TO QUALIFYING CHARITIES, AND GENERAL FOUNDATION MANAGEMENT SERVICES. ROBERT H. GIVEN, AN OFFICER AND DIRECTOR OF THE FOUNDATION, IS AN EMPLOYEE OF GIVEN & COMPANY AND AS AN EMPLOYEE RECEIVED COMPENSATION FOR HIS SERVICES ON FOUNDATION MATTERS. NO COMPENSATION WAS PAID BY THE FOUNDATION TO ITS OFFICERS OR DIRECTORS. CITY NATIONAL MUTUAL FUNDS - ROCHDALE FIXED INCOME OPPORTUNITIES 1681687 1355775 BLACKROCK ULTRA SHORT TERM BOND ETF 153978 154703 CITY NATIONAL CLOSED END FUNDS 740642 721775 CITY NATIONAL EQUITIES 2683991 5670185 REXFORD IND REALTY(REXFORD IND FUND IV) 84852 177257 CITY NATIONAL MUTUAL FUNDS - ROCHDALE SELECT STRATEGIES AT COST 300000 371964 INVESTMENT FEES CNB 32833 32833 0 MISCELLANEOUS 200 0 200 CALIF ATTORNEY GENERAL - ANNUAL REGISTRATION FEE 125 0 125 CNAM - FOREIGN 323 323 0