2025-08-13T18:37:58-05:00 2024-09-30 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2023-10-01 953905760 HARRY & YVONNE LENART CHARITABLE FOUNDATION HARR 3108287547 3029 WILSHIRE BLVD 200 200 SANTA MONICA CA 90403 ROBERT H GIVEN TRUSTEE 3108287547 2025-08-13 1 0 PETER GOLDBERG P00020952 3108287547 2023 2025-03-06 01:10:19Z X 3922916 X X 44574 44158 158484 1073911 158484 203058 202642 0 0 0 11975 4000 7975 63401 31701 31700 6331 331 0 13788 13688 100 95495 49720 39775 296000 296000 391495 49720 335775 -188437 152922 317260 368514 368514 839197 724879 696572 1256860 1149829 2602671 5624 5454 5237 105000 105000 105302 144341 126967 144620 0 3887 0 2668282 2484530 3922916 0 0 X 0 0 0 0 2668282 2484530 2668282 2484530 2668282 2484530 2668282 -188437 4685 2484530 0 2484530 CNAM P 147695 132675 15020 15020 CNAM P 534825 373997 160828 160828 CALDWELL SUTTER P 376391 393101 -16710 -16710 CALDWELL SUTTER P 15000 15654 -654 -654 158484 2126 0 2126 0 2126 4143 0 4000 0 8143 0 6017 6017 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 SUITE 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 SUITE 200 SANTA MONICA CA 90403 CO-TRUSTEE 0.20 0 0 0 STANFORD RUBIN 10100 SANTA MONICA BLVD LOS ANGELES CA 90024 CO-TRUSTEE 0.05 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 N/A 0 N/A 0 N/A 0 N/A 0 0 0 3564539 246659 0 3811198 0 0 3811198 57168 3754030 187702 187702 2126 2126 185576 0 185576 0 185576 335775 0 335775 185576 0 0 97209 76466 127130 118840 419645 335775 0 0 0 185576 150199 0 0 569844 0 0 0 0 0 0 0 569844 97209 76466 127130 118840 150199 X ALLIANCE FOUNDATION 1149 S HILL ST LOS ANGELES CA 90015 N/A PUBLIC CHARITY COMMUNITY SERVICE 2500 AMERICAN TECHION SOCIETY 55 EAST 59TH ST NEW YORK NY 10022 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 AMNESTY INTERNATIONAL USA PO BOX 61420 STATEN ISLAND NY 10306 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 ARTHRITIS FOUNDATION 800 W SIXTH ST 1010 LOS ANGELES CA 90017 N/A PUBLIC CHARITY MEDICAL RESEARCH 107500 AUTOIMMUNE ENCEPHALITIS ALLIANCE 811 9TH STREET 120-101 DURHAM NC 27705 N/A PUBLIC CHARITY MEDICAL RESEARCH 4000 BRENNAN CENTER FOR JUSTICE 120 BROADWAY SUITE 1750 NEW YORK NY 10271 N/A PUBLIC CHARITY COMMUNITY SERVICE 5000 CROHN'S & COLITIS FOUNDATION 10350 SANTA MONICA BLVD 120 LOS ANGELES CA 90025 N/A PUBLIC CHARITY MEDICAL RESEARCH 1000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PUBLIC CHARITY COMMUNITY SERVICE 2500 FRIENDS OF ELNET 10573 W PICO BLVD 369 LOS ANGELES CA 90064 N/A PUBLIC CHARITY COMMUNITY SERVICE 5000 GREENSPRINGS FIRE & RESCUE 9980 OLD HYATT PRAIRIE RD ASHLAND OR 97520 N/A PUBLIC CHARITY COMMUNITY SERVICE 10000 HOLLY THEATREJEFFERSON PUBLIC RADIO 226 W 6TH STREET MEDFORD OR 97501 N/A PUBLIC CHARITY COMMUNITY SERVICE 25000 LOS ANGELES ZOO ASSOCIATION 5333 ZOO DR LOS ANGELES CA 90027 N/A PUBLIC CHARITY COMMUNITY SERVICE 2500 MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 N/A PUBLIC CHARITY MEDICAL RESEARCH 2500 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 N/A PUBLIC CHARITY MEDICAL RESEARCH 40000 OPTIONS FOR HELPING RESIDENTS OF ASHLAND PO BOX 1133 ASHLAND OR 97520 N/A PUBLIC CHARITY COMMUNITY SERVICE 10000 OREGON CENTER FOR CREATIVE LEARNING 413 W MAIN ST MEDFORD OR 97501 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 OREGON SHAKESPEARE FESTIVAL 15 S PIONEER ST ASHLAND OR 97520 N/A PUBLIC CHARITY GENERAL SUPPORT 20000 PALISADES CHARTER HIGH SCHOOL 15777 BOWDOIN ST PACIFIC PALISADES CA 90272 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 PALISADES HIGH SCHOOL BOOSTER CLUB PO BOX 223 PACIFIC PALISADES CA 90272 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 PEOPLE FOR THE AMERICAN WAY FOUNDATION 1101 15TH ST NW 600 WASHINGTON DC 200055002 N/A PUBLIC CHARITY COMMUNITY SERVICE 2500 ST JOHNS HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 TALENT MAKER CITY 304 E MAIN STREET TALEN OR 97540 N/A PUBLIC CHARITY COMMUNITY SERVICE 10000 WAYFINDER FAMILY SERVICES 1900 AVENUE OF THE STARS 2400 LOS ANGELES CA 90067 N/A PUBLIC CHARITY COMMUNITY SERVICE 2500 WELLS BRING HOPE 16563 PARK LANE LOS ANGELES CA 90049 N/A PUB\ GENERAL SUPPORT 1000 296000 0 14 44574 18 158484 0 203058 0 203058 0 0 0 0 0 0 0 0 0 0 GIVEN & COMPANY 63401 31701 31700 N/A 0 REPORTABLE SERVICES PROVIDED TO THE FOUNDATION FORM 990-PF PART VIII PAGE 6 LINE 1 THE FOUNDATION PAID GIVEN & COMPANY, INC, THE SUM OF $63401 FOR VARIOUS ACCOUNTING SERVICES PERFORMED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION, BOOKKEEPING, AND OTHER TRUST ADMINISTRATIVE FUNCTIONS. ROBERT H. GIVEN, A TRUSTEE OF THE FOUNDATION, IS AN EMPLOYEE OF GIVEN & COMPANY AND AS AN EMPLOYEE RECEIVED COMPENSATION FOR HIS SERVICES. THE FOUNDATION PAID LOEB & LOEB, A LIMITED LIABILITY COMPANY, THE SUM OF $11,975 FOR VARIOUS SERVICES TO THE FOUNDATION. THESE SERVICES INCLUDED LEGAL AND TRUST ADMINISTRATIVE FUNCTIONS FOR THE FOUNDATION. STANFORD K. RUBIN, A TRUSTEE OF THE FOUNDATION, IS A PARTNER OF LOEB & LOEB, LLP AND AS SUCH RECEIVED COMPENSATION BY LOEB & LOEB, LLP FOR HIS SERVICES. NO COMPENSATION WAS DIRECTLY PAID BY THE FOUNDATION TO ROBERT H. GIVEN OR STANFORD K. RUBIN IN THEIR CAPACITY AS TRUSTEES OR OFFICERS OF THE FOUNDATION. LEE MEM HEALTH SYS FLA HOSP A 7.281% 04/01/2027 5454 5237 ADOBE SYSTEMS 4368 33656 ALPHABET INC CL A 16441 140973 ALPHABET INC CL C 919 12539 AMAZON.COM INC 54909 81054 AMERICAN TOWER CORP REIT 29645 34884 AMERICAN WTR WKS CO INC 5454 28517 AMGEN INC 30599 37054 ANHEUSER BUSCH 20383 24859 APPLE INC 8792 175915 ASML HOLDING NV SPONS ADR 12813 37496 BERKSHIRE HATHAWAY INC CL B 17490 48327 BROADCOM INC 28464 37088 CAPITAL ONE FINANCIAL CORP 33830 35935 CINTAS CORP 12510 65882 CME GROUP INC 14708 33098 COSTCO WHOLESALE CORP 10796 75354 CSX CORP 26404 25034 DANAHER CORP 1597 12511 DISNEY WALT COMPANY 45987 49057 EOG RES INC 18555 23848 EXXON MOBIL 32209 34580 HCA HOLDINGS INC 17446 60965 HOME DEPOT INC 5082 60780 JP MORGAN CHASE & CO 10650 61149 KIA CORP 11865 13165 LINDE PLC 19462 26227 LOCKHEED MARTIN CORP 8389 20460 MARSH & MCLENNAN COS INC 17735 20078 MASTERCARD INC CL A 6224 59256 MCDONALDS CORP 8468 19793 META PLATFORMS INC CL A 41273 51520 MICROSOFT CORP 11342 146302 NEXTERA ENERGY INC 21156 39306 NORTHROP GRUMMAN CORP 8843 21123 NOVO NORDISK AS SPONS ADR 33665 32149 NVIDA CORP 60288 125690 NXP SEMICONDUCTORS NV 32340 40802 OCCIDENTAL PETE CORP 15099 13142 PARKER HANNFIN 20670 34750 PEPSICO INC 13254 28909 QUANTA SERCIES 15225 34287 ROPER TECHNOLOGIES INC 12339 19475 S & P GLOBAL INC 13711 20665 SALESFORCE 19661 23265 SCHLUMBERGER 17572 13424 THERMO FISHER CORP 4373 43300 T-MOBILE US INC 16143 40240 TRANE TECHNOLOGIES PLC 7386 44704 UNITEDHEALTH GROUP INC 14578 67238 VANGUARD VALUE 160866 198137 VERIZON COMMUNICATIONS 7151 8982 VERTEX PARMACEUTICALS 35503 48833 VISA INC CL A 10467 52241 WALMART INC 19079 48046 ZOETIS INC 5651 16607 0 0 724879 696572 ALAMEDA CORRIDOR TRANSIT AUTH CA SER C AT COST 22985 22118 GNMA POOL #439040 AT COST 104 103 VANGUARD MID-CAP VALUE INDEX AT COST 103878 122399 LOEB & LOEB 11975 4000 7975 ACCRUED INTEREST PAID ON BOND PURCHASED 3887 REGISTRY OF CHARITABLE TRUST 100 0 100 INVESTMENT FEES - CNAM 13688 13688 0 BROKERAGE ACCOUNT ADJUSTMENTS 4685 FOREIGN TAXES PAID 331 331 0 IRS 6000 0 0