HARRY & YVONNE LENART CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARRY & YVONNE LENART CHARITABLE FOUNDATION (EIN 95-3905760)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-07-27
- IRS object ID
- 202302089349101015
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-27T18:56:06-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953416914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVEN & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953905760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY & YVONNE LENART CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 3108287547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD 200 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H GIVEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108287547 | PhoneNum |
| Signature | 2023-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | GIVEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER GOLDBERG | PreparerPersonNm |
| PTIN | P00020952 | PTIN |
| Phone | 3108287547 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,467,846 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $93,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $843,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,950 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $216,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,234 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,234 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,312 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,615 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,771 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $361,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $331,641 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,418 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,005,024 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $814,285 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $714,697 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $920,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $674,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,542,247 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $249,345 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $189,670 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $186,989 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $717,046 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,039,501 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $968,495 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,917,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,773,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,467,846 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,917,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,773,331 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,917,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,773,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,917,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,773,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,917,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,773,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,773,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CNB | 2021-10-01 | 2022-09-30 | $101,148 | $120,471 | -$19,323 | -$19,323 |
| CNB | 2020-10-01 | 2022-09-30 | $623,179 | $468,605 | $154,574 | $154,574 |
| CAP GAIN DISTRIB - LONG TERM | 2020-10-01 | 2022-09-30 | $973 | $973 | $973 | |
| CAP GAIN DISTRIB - SHORT TERM | 2021-10-01 | 2022-09-30 | $473 | $473 | $473 | |
| CALDWELL SUTTER | 2020-10-01 | 2022-09-30 | $117,518 | $130,265 | -$12,747 | -$12,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,950 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,667 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,667 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,050 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,050 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,383 | OverpaymentAmt |
| Applied To ES Tax | $1,383 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT H GIVEN | IndividualWithBooksNm |
| Phone | 3108287547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD SUITE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | N/A | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | N/A | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,102,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,186,357 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,186,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,123,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,667 | TotalTaxAmt |
| Distributable Before Adj | $203,511 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,511 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,511 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $331,641 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $331,641 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,511 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,713 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $97,209 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,466 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $198,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $331,641 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,511 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $127,130 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $325,433 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $22,713 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $302,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,915 | ExcessFromYear4Amt |
| Excess From Year2 | $97,209 | ExcessFromYear2Amt |
| Excess From Year1 | $76,466 | ExcessFromYear1Amt |
| Excess From Current Year | $127,130 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 900102798 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| THE JOHN G SHEDD INSTITUTE FOR THE ARTS | |||||||
| 868 HIGH STREET | EUGENE | OR | 97401 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| TALENT MAKER CITY | |||||||
| 304 E MAIN STREET | TALEN | OR | 97540 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $25,000 |
| ROGUE COMMUNITY HEALTH | |||||||
| 1000 E MAIN ST | MEDFORD | OR | 97504 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 |
| PINEHURST SCHOOL FOUNDATION | |||||||
| 15337 HIGHWAY 66 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| 15 S PIONEER ST | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| OREGON COMMUNITY FOUNDATION | |||||||
| 1221 SW YAMHILL ST 100 | PORTLAND | OR | 97205 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $15,000 |
| OPTIONS FOR HELPING RESIDENTS OF ASHLAND | |||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $15,000 |
| OPERATION SMILE | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| NATURAL RESOURCES & DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| MULTIPLE SCLEROSIS | |||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $25,000 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1735 EAST 41ST ST | LOS ANGELES | CA | 90058 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| JEWISH VOCATIONAL SERVICES | |||||||
| 6505 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HOLOCAUST MUSEUM LA | |||||||
| 100 THE GROVE DR | LOS ANGELES | CA | 90036 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HOLLY THEATREJEFFERSON PUBLIC RADIO | |||||||
| 226 W 6TH STREET | MEDFORD | OR | 97501 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 317093543 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $7,500 |
| GREENSPRINGS FIRE & RESCUE | |||||||
| 9980 OLD HYATT PRAIRIE RD | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $25,000 |
| GREATER LOS ANGELES ZOO ASSOCIATION | |||||||
| 5333 ZOO DR | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $4,000 |
| FRIENDS OF ELNET | |||||||
| 10573 W PICO BLVD 369 | LOS ANGELES | CA | 90064 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | ENVIRONMENTAL | $5,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| CHORDOMA FOUNDATION | |||||||
| PO BOX 2127 | DURHAM | NC | 27702 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD 2416 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 |
| CALIFORNIA STATE UNIVERSITY LOS ANGELES | |||||||
| 5151 STATE UNIVERSITY DR | LOS ANGELES | CA | 90032 | N/A | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE 400 | NEW YORK | NY | 20002 | N/A | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| ASANTE FOUNDATION | |||||||
| 2600 SISKIYOU BLVD 100 | MEDFORD | OR | 97504 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $15,000 |
| ARTHRITIS FOUNDATION | |||||||
| 800 W SIXTH ST 1010 | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $58,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 1624 FRANKLIN STREET 520 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $7,500 |
| AMERICAN TECHION SOCIETY | |||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,016 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,950 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $216,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,966 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIVEN & COMPANY | CategoryTxt |
| Amt | $18,623 | Amt |
| Net Investment Income | $9,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,312 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REPORTABLE SERVICES PROVIDED TO THE FOUNDATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART VIII PAGE 6 LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION PAID GIVEN & COMPANY, INC, THE SUM OF $46,889 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 $29,633 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. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC 3.250% 02/23/2026 | $24,571 | $23,989 |
| BANK OF AMERICA CORP 4.125% 01/22/2024 | $25,088 | $25,796 |
| CVS HEALTH CORP 4.300% 03/25/2028 | $5,910 | $5,659 |
| GOLDMAN SACHS MTN 4.000% 03/03/2024 | $24,751 | $24,632 |
| JP MORGAN CHASE & CO 3.300% 04/01/2026 | $24,268 | $23,463 |
| LEE MEM HEALTH SYS FLA HOSP A 7.281% 04/01/2027 | $5,789 | $5,411 |
| MORGAN STANLEY MTN 4.000% 07/23/2025 | $14,789 | $14,519 |
| NORTHROP GRUMMAN 3.250% 08/01/2023 | $14,937 | $14,865 |
| SHELL INTERNATIONAL 3.250% 05/11/2025 | $24,667 | $24,010 |
| SOUTHERN CO 2.950% 07/01/2023 | $14,877 | $14,826 |
| TARGET CORP 3.500% 07/01/2024 | $10,023 | $9,819 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC CL A | $12,730 | $21,871 |
| ADOBE SYSTEMS | $6,385 | $26,144 |
| ALPHABET INC CL A | $17,976 | $84,172 |
| ALPHABET INC CL C | $1,041 | $8,173 |
| AMAZON.COM INC | $53,747 | $44,635 |
| AMERICAN WTR WKS CO INC | $7,133 | $33,191 |
| AON PLC | $8,191 | $9,375 |
| APPLE INC | $12,649 | $149,947 |
| ASML HOLDING NV SPONS ADR | $14,237 | $20,677 |
| BERKSHIRE HATHAWAY INC CL B | $21,654 | $34,713 |
| BLACKSTONE GROUP INC CL A | $18,208 | $28,877 |
| CHARLES RIV LABORATORIES INTL INC | $9,745 | $34,937 |
| CME GROUP INC | $18,140 | $32,769 |
| COMCAST CORP NEW CL A | $10,663 | $21,411 |
| COSTCO WHOLESALE CORP | $15,586 | $63,756 |
| DANAHER CORP | $20,123 | $40,035 |
| DISNEY WALT COMPANY | $39,626 | $36,317 |
| EDWARDS LIFESCIENCES CORP | $3,678 | $22,723 |
| EQUINIX INC REIT | $13,316 | $17,065 |
| FACEBOOK INC META PLATFORMS | $5,064 | $12,211 |
| HCA HOLDINGS INC | $20,935 | $33,082 |
| HOME DEPOT INC | $6,494 | $52,429 |
| JP MORGAN CHASE & CO | $14,984 | $41,278 |
| LOCKHEED MARTIN CORP | $10,785 | $17,383 |
| MASTERCARD INC CL A | $7,780 | $42,651 |
| MCDONALDS CORP | $11,073 | $19,613 |
| MICROSOFT CORP | $11,005 | $102,476 |
| NEXTERA ENERGY INC | $14,120 | $29,012 |
| NORTHROP GRUMMAN CORP | $11,054 | $23,516 |
| NXP SEMICONDUCTORS NV | $16,659 | $16,226 |
| OLD DOMINION FREIGHT LINE INC | $18,829 | $21,145 |
| PEPSICO INC | $19,330 | $37,550 |
| ROPER TECHNOLOGIES INC | $17,627 | $17,982 |
| S & P GLOBAL INC | $18,852 | $16,794 |
| SHERWIN WILLIAMS CO | $16,960 | $14,333 |
| STARBUCKS CORP | $23,722 | $25,278 |
| THERMO FISHER CORP | $5,622 | $45,647 |
| T-MOBILE US INC | $22,200 | $35,555 |
| TRANE TECHNOLOGIES PLC | $8,670 | $19,549 |
| TRANSUNION | $16,419 | $11,303 |
| UNITEDHEALTH GROUP INC | $20,106 | $78,281 |
| VERIZON COMMUNICATIONS | $8,465 | $8,923 |
| VISA INC CL A | $13,222 | $42,636 |
| WALMART INC | $23,661 | $31,777 |
| ZOETIS INC | $5,991 | $14,829 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $814,285 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $714,697 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CNR FIXED INCOME OPPORT CL N | AT COST | $167,819 | $118,547 |
| CNR SELECT STRAT FUND | AT COST | $120,000 | $152,458 |
| GLOBAL LISTED REAL ESTATE I | AT COST | $22,217 | $18,126 |
| GNMA POOL #439040 | AT COST | $182 | $180 |
| SPDR S & P BIOTECH ETF | AT COST | $19,856 | $19,830 |
| VANGUARD MID-CAP VALUE INDEX | AT COST | $35,245 | $30,443 |
| VANGUARD SHORT-TERM GOV BND | AT COST | $151,027 | $144,186 |
| BLACKROCK ULTRA SHORT TERM | AT COST | $33,299 | $33,257 |
| AMERICAN EXPRESS | AT COST | $22,553 | $17,538 |
| ANHEUSER BUSCH | AT COST | $43,673 | $36,128 |
| BANK OF AMERICA | AT COST | $25,799 | $18,120 |
| DECTON DICKINSON | AT COST | $22,085 | $22,055 |
| CONTERRA ENERGY | AT COST | $17,160 | $16,456 |
| EOG RES INC | AT COST | $23,911 | $27,932 |
| GILEAD SCIENCES | AT COST | $33,770 | $32,696 |
| PIONEER NATURAL RESOURCES | AT COST | $11,384 | $9,744 |
| QUANTA SERCIES | AT COST | $22,507 | $21,656 |
| VANGUARD VALUE | AT COST | $51,024 | $45,070 |
| SAN RAMON VLY USD 6.654% | AT COST | $5,459 | $5,266 |
| SAN BUENAVENTURA CA WTR REV | AT COST | $9,261 | $8,494 |
| WALNUT C ENERGY CTR 6.23% | AT COST | $16,337 | $15,678 |
| ALAMEDA CORR 6.62 | AT COST | $24,047 | $21,855 |
| SONOMA CNTY 6.0% | AT COST | $5,397 | $5,138 |
| CONSUMMNES CMNTY SERVICES 5.0% | AT COST | $6,108 | $4,939 |
| CALIF ST PUB WKS 8.361% | AT COST | $44,381 | $37,512 |
| IDAHO HOUSING 7.0% | AT COST | $105,000 | $105,191 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB | CategoryTxt |
| Legal Fees | $22,234 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,234 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUST | $75 | $0 | $75 |
| INVESTMENT FEES - CALDWELL | $60 | $60 | $0 |
| INVESTMENT FEES - CNAM | $15,711 | $15,711 | $0 |
| BANK CHARGES | $20 | $0 | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $115 | $0 | $0 |
| IRS | $4,500 | $0 | $0 |
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