2025-06-20T15:22:58-05:00 2024-02-29 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2023-03-01 208248129 ELIZABETH G MAUGHAN CHARITABLE FOUNDATION ELIZ 3108287547 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 ROBERT H GIVEN PRESIDENT 3108287547 2025-06-18 1 0 GEOFFREY C GIVEN P00365222 3108287547 2023 2025-03-06 01:10:19Z X 4410782 X X 97259 97259 78518 766651 78518 175777 175777 0 0 0 19652 9827 9825 37800 18900 18900 266 266 0 17331 17008 323 75049 46001 29048 194000 194000 269049 46001 223048 -93272 129776 31374 9651 9651 33126 1924 1924 2715904 2675469 4399207 2780404 2687044 4410782 0 0 X 0 0 0 0 2780404 2687044 2780404 2687044 2780404 2687044 2780404 -93272 0 2687132 88 2687044 BLACKSTONE INC P 2020-08-18 2023-03-02 18627 10299 8328 8328 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2017-12-07 2023-10-24 15036 20848 -5812 -5812 ZOETIS INC CL A P 2017-05-17 2023-10-16 881 300 581 581 WALMART INC COM P 2017-12-21 2023-10-16 2420 1473 947 947 VERIZON 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INC CAP STK CL A P 2014-02-21 2023-03-02 904 302 602 602 DANAHER CORPORATION COM P 2012-04-10 2023-03-02 2469 402 2067 2067 APPLE INC COM P 2011-06-08 2023-03-02 5777 474 5303 5303 SHERWIN WILLIAMS CO P 2020-11-20 2023-03-02 18878 20595 -1717 -1717 COMCAST CORP NEW CL A P 2012-02-22 2023-06-15 2474 876 1598 1598 ADOBE SYSTEMS INCORPORATED COM P 2014-09-22 2023-09-01 13595 1680 11915 11915 COMCAST CORP NEW CL A P 2018-02-13 2023-06-15 2062 1943 119 119 VERALTO CORP COM SHS P 2012-04-10 2023-10-05 1461 281 1180 1180 AMERICAN EXPRESS CO COM P 2022-01-06 2023-09-21 24780 27757 -2977 -2977 HCA HEALTHCARE INC COM P 2020-06-09 2023-10-16 2397 1163 1234 1234 GILEAD SCIENCES INC COM P 2022-06-27 2023-10-16 2365 1888 477 477 EOG RES INC COM P 2022-01-06 2023-10-16 1999 1435 564 564 DISNEY WALT CO COM P 2014-09-25 2023-10-16 426 442 -16 -16 CINTAS CORP COM P 2016-07-28 2023-10-16 2583 541 2042 2042 COSTCO WHSL CORP NEW COM P 2013-01-31 2023-10-16 2856 512 2344 2344 COMCAST CORP NEW CL A P 2012-02-22 2023-10-16 661 219 442 442 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR P 2022-05-11 2023-10-16 2169 2197 -28 -28 CME GROUP INC COM P 2016-06-01 2023-10-16 3299 1471 1828 1828 BECTON DICKINSON & CO COM P 2022-01-06 2023-10-16 1307 1227 80 80 ASML HOLDING N V N Y REGISTRY SHS P 2020-03-03 2023-10-16 2999 1424 1575 1575 AMAZON COM INC COM P 2018-10-03 2023-10-16 3297 2446 851 851 ACCENTURE PLC IRELAND SHS CLASS A P 2018-04-11 2023-10-16 1530 749 781 781 APPLE INC COM P 2010-09-03 2023-10-16 4446 205 4241 4241 VERALTO CORP COM SHS P 2022-08-19 2023-10-13 48 68 -20 -20 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2017-12-07 2023-10-12 29970 35752 -5782 -5782 VERALTO CORP COM SHS P 2022-08-19 2023-10-05 1899 2664 -765 -765 BERKSHIRE HATHAWAY INC DEL CL B NEW P 2017-04-06 2023-10-16 1738 833 905 905 GILEAD SCIENCES INC COM P 2022-08-19 2024-02-22 18137 16357 1780 1780 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 2281 787 1494 1494 GILEAD SCIENCES INC COM P 2022-06-27 2024-02-22 29020 25177 3843 3843 BECTON DICKINSON & CO COM P 2023-01-27 2024-02-22 18267 18930 -663 -663 BECTON DICKINSON & CO COM P 2022-01-06 2024-02-22 2436 2452 -16 -16 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-02-07 60000 74043 -14043 -14043 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 638 793 -155 -155 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 6716 8346 -1630 -1630 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 3148 3913 -765 -765 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 1110 1380 -270 -270 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 3278 4075 -797 -797 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 1503 1870 -367 -367 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 9347 11618 -2271 -2271 CITY NATL ROCHDALE FDS FXD INC OPP FD N P 2019-11-04 2024-01-30 3825 4755 -930 -930 CHUBB LIMITED COM P 2023-02-28 2023-11-29 10116 9608 508 508 LINDE PLC NEW SHS P 2023-02-28 2023-10-16 1905 1752 153 153 OCCIDENTAL PETE CORP DEL COM P 2023-02-28 2023-10-16 650 592 58 58 SCHLUMBERGER LTD COM P 2023-08-09 2023-10-16 297 300 -3 -3 EXXON MOBIL CORP COM P 2022-12-22 2023-10-16 1096 1051 45 45 CHUBB LIMITED COM P 2022-12-22 2023-11-29 12364 11881 483 483 COMCAST CORP NEW CL A P 2023-01-27 2023-11-29 9570 9199 371 371 78518 1804 0 1804 0 1804 5574 0 0 0 5574 0 3770 3770 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 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 GEOFFREY C GIVEN 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 3947224 40426 120859 4108509 0 0 4108509 61628 4046881 202344 202344 1804 1804 200540 0 200540 0 200540 223048 0 223048 200540 96311 0 0 223048 96311 0 0 126737 0 0 0 0 0 0 0 0 73803 0 0 0 X FRIENDS OF CASCADE - SISKIYOU NATIONAL MONUMENT PO BOX 3495 ASHLAND OR 97520 PUBLIC CHARITY TO FUND ENVIRONMENTAL EDUCATIONAL PROGRAMS 35000 OREGON WILD 5825 N GREELEY AVE PORTLAND OR 97217 PUBLIC CHARITY TO FUND THE PRESERVATION OF WILDLIFE AND THEIR HABITATS THROUGHOUT OREGON 25000 PACIFIC FOREST TRUST 1001-A OREILLY AVENUE SAN FRANCISCO CA 94129 PUBLIC CHARITY TO FUND CONSERVATION OF FOREST LANDSCAPES 80000 SOUTHERN OREGON PBS 28 SOUTH FIR STREET SUITE 200 MEDFORD OR 97501 PUBLIC CHARITY TO FUND TELEVISION PROGRAMMING FOR COMMUNITY-BUILDING EFFORTS 25000 ST MARY'S SCHOOL 816 BLACK OAK DR MEDFORD OR 97504 PUBLIC CHARITY TO FUND ENVIRONMENTAL EDUCATION 6000 TALENT MAKER CITY PO BOX 164 TALENT OR 97540 PUBLIC CHARITY TO FUND STEAM-BASED LEARNING 18000 THE CREST AT WILLOW WITT PO BOX 189 ASHLAND OR 97520 PUBLIC CHARITY TO FUND ENVIRONMENTAL EDUCATION 5000 194000 0 14 97259 14 78518 0 175777 0 175777 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 8699 4350 4349 TAX PREPARATION 10953 5477 5476 REPORTABLE SERVICES PROVIDED TO THE FOUNDATION FORM 990PF PART VIII PAGE 6, LINE 1 THE FOUNDATION PAID GIVEN & COMPANY, INC., THE SUM OF $46,106 FOR VARIOUS SERVICES PERFORMED BY ITS EMPLOYEES. THE SERVICES INCLUDED TAX PREPARATION, BOOKKEEPING, FINANCIAL SERVICES, AND GENERAL FOUNDATION MANAGEMENT. ROBERT GIVEN AND GEOFFREY GIVEN, OFFICERS OF THE FOUNDATION, ARE EMPLOYEES OF GIVEN & COMPANY, INC. REXFORD INDUSTRIAL REALTY, INC. 56068 110460 CITY NATIONAL BANK INVESTMENTS 2619401 4288747 COST BASIS ADJUSTMENTS - CITY NATIONAL BANK INVESTMENTS 88 INVESTMENT FEES 16920 16920 0 FILING FEES 323 0 323 ADR FEES 88 88 0 FOUNDATION ADMINISTRATION 37800 18900 18900 FOREIGN TAXES 266 266 0