2025-07-28T19:01:36-05:00 2025-03-31 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2024-04-01 954039919 BENJAMIN FAMILY FOUNDATION BENJ 3108287547 3029 WILSHIRE BOULEVARD 200 SANTA MONICA CA 90403 ROBERT GIVEN TREASURER/CHIEF FIN OFFICER 3108287547 2025-07-28 1 1 PETER GOLDBERG P00020952 3108287547 2024 2025-03-06 01:10:19Z X 1069819 X 302049 17498 17498 276617 377086 276617 596164 294115 0 0 0 11401 5700 5701 681 81 0 4210 4160 50 16292 9941 5751 94000 94000 110292 9941 99751 485872 284174 24404 18348 18348 8443 7858 7858 311997 585963 880904 154447 142151 116835 32663 30000 45874 531954 784320 1069819 0 0 X 0 0 0 0 531954 784320 531954 784320 531954 784320 531954 485872 0 1017826 233506 784320 CNB SECURITY SALES 376942 100469 276473 276473 CNB SELECT STRATEGIC FD DIVIDEND 144 144 144 276617 3950 0 3950 0 3950 768 0 0 0 768 0 3182 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 929687 29788 0 959475 0 0 959475 14392 945083 47254 47254 3950 3950 43304 0 43304 0 43304 99751 0 99751 43304 0 0 110634 40200 150834 99751 0 0 0 43304 56447 0 0 207281 0 0 0 0 0 0 0 207281 110634 40200 56447 X BOULDER BRIDGE HOUSE 5345 ARAPAHOE SUITE 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 10000 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 HAVEN RIDGE PO BOX 19589 BOULDER CO 80308 PUBLIC CHARITY GENERAL SUPPORT 1500 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 15000 IMPACT ON EDUCATION 721 FRONT ST STE A LOUISVILLE CO 80027 PUBLIC CHARITY EDUCATIONAL 7500 ROCKY MOUNTAIN EQUALITY PO BOX 1018 BOULDER CO 80306 PUBLIC CHARITY GENERAL SUPPORT 5000 TGTHR 1440 PINE ST SUITE B BOULDER CO 80302 PUBLIC CHARITY GENERAL SUPPORT 2000 WESTERN RESOUCE CENTER 2260 BASELINE RD BOULDER CO 80302 PUBLIC CHARITY GENERAL SUPPORT 7500 YELLOWSTONE FOREVER PO BOX 1857 BOZEMAN MT 59771 PUBLIC CHARITY CONSERVATION 10000 94000 0 14 17498 18 276617 0 294115 0 294115 0 0 0 0 0 0 0 0 0 0 X X 1 MATTHEW JESSICA BENJAMIN 2395 VASSAR DR BOULDER CO 80305 302049 X X 1 1314 APPLE 302049 2024-11-25 ACCOUNTING FEES 11401 5700 5701 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. $11,401WAS PAID TO GIVEN & COMPANY IN THIS FISCAL YEAR. CITY NATIONAL ROCHDALE FIXED INC OPPT 117420 91246 FEDERATED HERMES INST HY 5827 5937 ISHARES 0-5 HIGH YIELD 8864 9142 ISHARES BOXX HY 2329 2367 ISHARES JP MORGAN EM BOND 2376 2446 PIMCO INCOME 5335 5697 ADOBE SYSTEMS 3773 7671 ALPHABET A 13795 28299 ALPHABET C 3632 19529 AMAZON.COM 24033 28539 AMERICAN TOWER 10024 10880 AMERICAN WATERWORKS 4816 10326 AMGEN 10745 12462 ANHEUSER-BUSCH INBEV SPONS ADR 5160 5848 APPLE - PRE-4/1/24 7518 44426 ASML HOLDING 6418 9939 BANK OF AMERICA 8598 8137 BERKSHIRE CL B 8872 18640 BROADCOM 10621 12557 CAPITAL ONE 12898 15241 CINTAS 11722 21581 CME GROUP 6330 13264 COSTCO WAREHOUSE 8801 21753 CSX 9207 7505 DANAHER 5882 6150 DISNEY 18515 17766 EOG RES INC 7331 8977 EXXON MOBIL CORP 11638 12488 HCA HEALTHCARE INC 7691 13822 HOME DEPOT 7418 18325 JPMORGAN CHASE 10407 24530 KLA CORP 2792 2719 LINDE PLC 7705 9313 LOCKHEED MARTIN 2397 4467 MARCH & MCELLAN 6061 7321 MASTERCARD 7604 21925 MCDONALDS 1954 4686 META 14597 17291 MICROSOFT 16707 45047 NEXTERA ENERGY 8731 11342 NORDO NORDISK 12064 6944 NORTHROP 3630 6656 NVIDIA 40992 47687 NXP SEMCONDUCTORS 5884 4752 OCCIDENTAL PETE CORP 4442 3702 PARKER HANNIFER 9078 12157 PEPSICO 6759 8996 QUANTA SERVICES INC 7296 10167 ROPER TECHNOLOGIES 3878 6485 S&P GLOBAL INC 3428 5081 SALESFORCE 7610 8051 SCHUMBERGER 5564 4180 THERMO FISHER 7031 12440 T-MOBILE 9114 18670 TRANE TECHNOLOGIES 5752 11792 UNITED HEALTHCARE 9576 20950 VANGUARD MID-CAP VALUE 20648 21673 VANGUARD SMALL CAP 22610 19957 VANGUARD VALUE ETF (VTV) 16076 19865 VERIZON COMM 3236 3175 VERTEX PHARMACEUTICALS INC 12816 16989 VISA INC 7474 22780 WALMART 9705 17558 ZOETIC 2082 4116 APPLE - POST 4/1/24 3775 43315 APPLE - POST 4/1/24 FMV ADJUSTMENT 41050 0 CITY NATIONAL ROCHDALE SELECT STRATEGIES AT COST 30000 45874 FAIR MRK VALUE ADJ ON GIFTED SHARES SOLD 233506 INVESTMENT ADVISOR FEES/MISC 4156 4156 0 DEPARTMENT OF JUSTICE ANNUAL REGISTRATION FEE 50 0 50 MISCELLANEOUS 4 4 0 FOREIGN TAX 81 81 0 IRS 600 0 0