2025-01-28T15:59:47-06:00 2024-06-30 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2023-07-01 452528579 THE LENART ART EDUCATION FOUNDATION LENA 3108287547 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 ROBERT H GIVEN TRUSTEE 3108287547 2025-01-24 1 1 GEOFFREY C GIVEN P00365222 3108287547 2023 2025-03-06 01:10:19Z X 2874769 X X 62293 62293 130443 528329 130443 192736 192736 0 0 0 22028 11014 11014 31719 15860 15860 1800 0 1800 167 117 50 3368 3368 0 59082 30359 28724 105000 105000 164082 30359 133724 28654 162377 197685 119892 119892 1930590 1971876 2753827 1050 1050 1050 2129325 2092818 2874769 0 0 X 0 0 0 0 2129325 2092818 2129325 2092818 2129325 2092818 2129325 28654 0 2157979 65161 2092818 GNMA PL #439040 P 2023-07-17 3 3 0 0 VANGUARD VALUE ETF P 2023-07-31 21342 20270 1072 1072 OLD DOMINION FREIGHT LINE INC P 2023-08-11 6027 3323 2704 2704 AON PLC P 2023-08-11 3172 2340 832 832 EDWARDS LIFESCIENCES CORP P 2023-08-11 3513 602 2911 2911 GNMA PL #439040 P 2023-08-15 3 3 0 0 ADOBE INC P 2023-08-29 2719 336 2383 2383 GNMA PL #439040 P 2023-09-01 3 3 0 0 AMERICAN EXPRESS CO P 2023-09-15 3097 3470 -373 -373 VERALTO CORPORATION P 2023-09-25 731 435 296 296 GNMA PL #439040 P 2023-10-11 3 3 0 0 AMAZON.COM INC P 2023-10-16 2546 3505 -959 -959 HOME DEPOT INC P 2023-10-25 1429 147 1282 1282 MCDONALDS CORP P 2023-10-25 2563 1303 1260 1260 STARBUCKS CORP P 2023-10-25 1893 1581 312 312 ANHEUSER-BUSCH INBEV SPONS ADR P 2023-10-25 1584 1648 -64 -64 PEPSICO INC P 2023-10-25 2405 959 1446 1446 WALMART INC P 2023-10-25 3220 1963 1257 1257 EOG RES INC P 2023-10-25 2618 1913 705 705 BERKSHIRE HATHAWAY INC-CL B P 2023-10-25 1685 833 852 852 CHUBB LTD P 2023-10-25 1032 1080 -48 -48 CME GROUP INC. 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CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 1000 WAYFINDER PO BOX 96503 WASHINGTON DC 20090 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 A WINDOW BETWEEN WORLDS 1029 1/2 W 24TH ST LOS ANGELES CA 90007 N/A OTHER PUBLIC CHARITY IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES 10000 105000 0 14 62293 18 130443 0 192736 0 192736 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 31719 15860 15860 REPORTABLE SERVICES PROVIDED TO THE FOUNDATION PART VI-B PAGE 5 LINE 1 ROBERT H. GIVEN IS A CO-TRUSTEE OF THE LENART ART EDUCATION FOUNDATION. ROBERT H. GIVEN WAS NOT COMPENSATED FOR HIS SERVICES AS CO-TRUSTEE. ROBERT H. GIVEN IS AN OFFICER OF GIVEN & COMPANY, INC. WHICH THE FOUNDATION PAID THE SUM OF $31,719 FOR TRUST ADMINISTRATION, TAX PREPARATION, AND BOOKKEEPING SERVICES RENDERED TO THE FOUNDATION.STANFORD K. RUBIN IS A CO-TRUSTEE OF THE LENART ART EDUCATION FOUNDATION. STANFORD K. RUBIN WAS NOT COMPENSATED FOR HIS SERVICES AS CO-TRUSTEE. STANFORD K. RUBIN IS A PARTNER OF LOEB & LOEB, LLP WHICH THE FOUNDATION PAID THE SUM OF $22,029 FOR TRUST ADMINISTRATION AND LEGAL SERVICES RENDERED TO THE FOUNDATION. CALDWELL SUTTER CAPITAL AT COST 1716650 2208614 CITY NATIONAL BANK AT COST 255226 545213 LEGAL 22028 11014 11014 DUE FROM OFFICER 1050 1050 1050 BOND AMORTIZATION PREMIUM 64161 PRIOR PERIOD ADJUSTMENT 1000 MANAGEMENT FEES 3368 3368 0 CONSULTING SERVICES 1800 0 1800 FOREIGN TAXES WITHHELD 117 117 0 DEPT OF JUSTICE 50 0 50