2026-06-03T16:10:43-05:00 2025-12-31 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2025-01-01 956050661 SAMUEL & RENA GIVEN FOUNDATION SAMU 3108287547 3029 WILSHIRE BOULEVARD 200 SANTA MONICA CA 90403 ROBERT H GIVEN DIRECTOR SECY/TREASURER 3108287547 2026-06-02 1 PETER GOLDBERG P00020952 3108287547 2025 2025-03-06 01:10:19Z X 199565 X X 5920 5920 787 10937 787 6707 6707 0 0 0 364 364 0 1908 1883 25 2272 2247 25 0 0 2272 2247 25 4435 4460 4724 1761 1761 46750 58905 58905 156 156 28436 28436 25476 56251 51380 113423 136317 140638 199565 0 0 X 0 0 0 0 136317 140638 136317 140638 136317 140638 136317 4435 0 140752 114 140638 SALESFORCE P 2025-03-01 2025-03-17 31 32 -1 -1 SALESFORCE P 2023-08-09 2025-03-17 5635 4121 1514 1514 PFIZER P 2003-10-31 2025-01-23 5271 5997 -726 -726 787 62 0 62 0 62 0 0 67 0 67 0 5 5 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 0 0 0 0 0 1 N/A ROBERT GIVEN 3108287547 3029 WILSHIRE BLVD SUITE 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 ROBERT GIVEN C/O 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 DIRECTOR SECY/TREASURER 0.10 0 0 0 CRISTINE GIVEN CARD C/O 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 DIRECTOR 0.05 0 0 0 GIVEN CO - SEE FOOTNOTE C/O 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 SERVICE PROVIDER 0.00 0 0 0 NONE 0 NONE 0 0 132073 58447 0 190520 0 0 190520 2858 187662 9383 9383 62 62 9321 0 9321 0 9321 25 0 25 9321 0 0 6794 10822 17616 25 0 0 0 25 0 9296 9296 8320 0 0 0 0 0 0 0 8320 8320 X 0 0 14 5920 18 787 0 6707 0 6707 0 0 0 0 0 0 0 0 0 0 REPORTABLE SERVICES PROVIDED FOUNDATION FORM 990-PF PART VIII LINE 1 THE FOUNDATION ENGAGES GIVEN & COMPANY, AN ACCOUNTANCY CORPORATION, FOR VARIOUS ACCOUNTING SERVICES PROVIDED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION, BOOKKEEPING, AND GENERAL FOUNDATION MANAGEMENT SERVICES. ROBERT GIVEN, AN OFFICER AND DIRECTOR OF THE FOUNDATION AND HIS SON GEOFFREY GIVEN ARE EMPLOYEES OF GIVEN & COMPANY. AS EMPLOYEES, THEY RECEIVE COMPENSATION FOR THEIR SERVICES ON FOUNDATION MATTERS. HOWEVER, NO COMPENSATION WAS PAID BY THE FOUNDATION TO GIVEN & COMPANY IN 2025. ABBOTT LABORATORIES 75 1719 9397 ALPHABET C 15 1940 4707 AMAZON 30 4294 6925 AT&T INC 231 5519 5745 BECTON DICKINSON 25 721 4852 CHARLES SCHWAB 82 4401 8317 CISCO 76 4128 6033 DELL TECHNOLOGIES 20 2867 2581 DUKE ENERGY 100 3849 11721 ENBRIDGE INC 391 6310 18702 GE HEALTH TECHNOLOGIES 25 1979 2056 HEALTHCARE REALTY TRUST 500 1109 8475 NVIDIA 50 2113 9331 PPL CORPORATION 200 5044 7004 ELI LILLY AND CO 5387 7577 28436 25476 0 0 MISC BROKER ADJUSTMENTS 114 INVESTMENT ADVISORS 1883 1883 0 REGISTRY OF CHARITABLE TRUSTS 25 0 25 IRS 100 100 0 FOREIGN TAX 264 264 0