HARRY & YVONNE LENART CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRY & YVONNE LENART CHARITABLE FOUNDATION (EIN 95-3905760)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-13
- IRS object ID
- 202542259349100634
- Schema version
- 2023v6.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T18:37:58-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | 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 | 2023-10-01 | 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 | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER GOLDBERG | PreparerPersonNm |
| PTIN | P00020952 | PTIN |
| Phone | 3108287547 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,922,916 | 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 | $44,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,073,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,484 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $203,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,642 | 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 | $11,975 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,975 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,401 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,701 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $331 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,788 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,688 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $391,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$188,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $317,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $368,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $368,514 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $839,197 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $724,879 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $696,572 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,256,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,149,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,602,671 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,624 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,454 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,237 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $105,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $105,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $105,302 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $144,341 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $126,967 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $144,620 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,887 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,668,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,484,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,922,916 | 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 | $2,668,282 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,484,530 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,668,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,484,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,668,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,484,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,668,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$188,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,685 | OtherIncreasesAmt |
| Subtotal | $2,484,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,484,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CNAM | P | $147,695 | $132,675 | $15,020 | $15,020 |
| CNAM | P | $534,825 | $373,997 | $160,828 | $160,828 |
| CALDWELL SUTTER | P | $376,391 | $393,101 | -$16,710 | -$16,710 |
| CALDWELL SUTTER | P | $15,000 | $15,654 | -$654 | -$654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,484 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,143 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,143 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,017 | OverpaymentAmt |
| Applied To ES Tax | $6,017 | 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 | $3,564,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $246,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,811,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,811,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,754,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,126 | TotalTaxAmt |
| Distributable Before Adj | $185,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $185,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $185,576 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $335,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $97,209 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,466 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $127,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,840 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $419,645 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $150,199 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $569,844 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $569,844 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,209 | ExcessFromYear4Amt |
| Excess From Year3 | $76,466 | ExcessFromYear3Amt |
| Excess From Year2 | $127,130 | ExcessFromYear2Amt |
| Excess From Year1 | $118,840 | ExcessFromYear1Amt |
| Excess From Current Year | $150,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOUNDATION | |||||||
| 1149 S HILL ST | LOS ANGELES | CA | 90015 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| AMERICAN TECHION SOCIETY | |||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ARTHRITIS FOUNDATION | |||||||
| 800 W SIXTH ST 1010 | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $107,500 |
| AUTOIMMUNE ENCEPHALITIS ALLIANCE | |||||||
| 811 9TH STREET 120-101 | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $4,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 10350 SANTA MONICA BLVD 120 | LOS ANGELES | CA | 90025 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| FRIENDS OF ELNET | |||||||
| 10573 W PICO BLVD 369 | LOS ANGELES | CA | 90064 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| GREENSPRINGS FIRE & RESCUE | |||||||
| 9980 OLD HYATT PRAIRIE RD | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $10,000 |
| HOLLY THEATREJEFFERSON PUBLIC RADIO | |||||||
| 226 W 6TH STREET | MEDFORD | OR | 97501 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $25,000 |
| LOS ANGELES ZOO ASSOCIATION | |||||||
| 5333 ZOO DR | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $40,000 |
| OPTIONS FOR HELPING RESIDENTS OF ASHLAND | |||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $10,000 |
| OREGON CENTER FOR CREATIVE LEARNING | |||||||
| 413 W MAIN ST | MEDFORD | OR | 97501 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| 15 S PIONEER ST | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| PALISADES CHARTER HIGH SCHOOL | |||||||
| 15777 BOWDOIN ST | PACIFIC PALISADES | CA | 90272 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| PALISADES HIGH SCHOOL BOOSTER CLUB | |||||||
| PO BOX 223 | PACIFIC PALISADES | CA | 90272 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW 600 | WASHINGTON | DC | 200055002 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| ST JOHNS HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| TALENT MAKER CITY | |||||||
| 304 E MAIN STREET | TALEN | OR | 97540 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $10,000 |
| WAYFINDER FAMILY SERVICES | |||||||
| 1900 AVENUE OF THE STARS 2400 | LOS ANGELES | CA | 90067 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| WELLS BRING HOPE | |||||||
| 16563 PARK LANE | LOS ANGELES | CA | 90049 | N/A | PUB\ | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,000 | 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 | $44,574 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $203,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,058 | 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 | $63,401 | Amt |
| Net Investment Income | $31,701 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,700 | 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 $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. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LEE MEM HEALTH SYS FLA HOSP A 7.281% 04/01/2027 | BondNm |
| EOY Book Value | $5,454 | EOYBookValueAmt |
| EOYFMV | $5,237 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS | $4,368 | $33,656 |
| ALPHABET INC CL A | $16,441 | $140,973 |
| ALPHABET INC CL C | $919 | $12,539 |
| AMAZON.COM INC | $54,909 | $81,054 |
| AMERICAN TOWER CORP REIT | $29,645 | $34,884 |
| AMERICAN WTR WKS CO INC | $5,454 | $28,517 |
| AMGEN INC | $30,599 | $37,054 |
| ANHEUSER BUSCH | $20,383 | $24,859 |
| APPLE INC | $8,792 | $175,915 |
| ASML HOLDING NV SPONS ADR | $12,813 | $37,496 |
| BERKSHIRE HATHAWAY INC CL B | $17,490 | $48,327 |
| BROADCOM INC | $28,464 | $37,088 |
| CAPITAL ONE FINANCIAL CORP | $33,830 | $35,935 |
| CINTAS CORP | $12,510 | $65,882 |
| CME GROUP INC | $14,708 | $33,098 |
| COSTCO WHOLESALE CORP | $10,796 | $75,354 |
| CSX CORP | $26,404 | $25,034 |
| DANAHER CORP | $1,597 | $12,511 |
| DISNEY WALT COMPANY | $45,987 | $49,057 |
| EOG RES INC | $18,555 | $23,848 |
| EXXON MOBIL | $32,209 | $34,580 |
| HCA HOLDINGS INC | $17,446 | $60,965 |
| HOME DEPOT INC | $5,082 | $60,780 |
| JP MORGAN CHASE & CO | $10,650 | $61,149 |
| KIA CORP | $11,865 | $13,165 |
| LINDE PLC | $19,462 | $26,227 |
| LOCKHEED MARTIN CORP | $8,389 | $20,460 |
| MARSH & MCLENNAN COS INC | $17,735 | $20,078 |
| MASTERCARD INC CL A | $6,224 | $59,256 |
| MCDONALDS CORP | $8,468 | $19,793 |
| META PLATFORMS INC CL A | $41,273 | $51,520 |
| MICROSOFT CORP | $11,342 | $146,302 |
| NEXTERA ENERGY INC | $21,156 | $39,306 |
| NORTHROP GRUMMAN CORP | $8,843 | $21,123 |
| NOVO NORDISK AS SPONS ADR | $33,665 | $32,149 |
| NVIDA CORP | $60,288 | $125,690 |
| NXP SEMICONDUCTORS NV | $32,340 | $40,802 |
| OCCIDENTAL PETE CORP | $15,099 | $13,142 |
| PARKER HANNFIN | $20,670 | $34,750 |
| PEPSICO INC | $13,254 | $28,909 |
| QUANTA SERCIES | $15,225 | $34,287 |
| ROPER TECHNOLOGIES INC | $12,339 | $19,475 |
| S & P GLOBAL INC | $13,711 | $20,665 |
| SALESFORCE | $19,661 | $23,265 |
| SCHLUMBERGER | $17,572 | $13,424 |
| THERMO FISHER CORP | $4,373 | $43,300 |
| T-MOBILE US INC | $16,143 | $40,240 |
| TRANE TECHNOLOGIES PLC | $7,386 | $44,704 |
| UNITEDHEALTH GROUP INC | $14,578 | $67,238 |
| VANGUARD VALUE | $160,866 | $198,137 |
| VERIZON COMMUNICATIONS | $7,151 | $8,982 |
| VERTEX PARMACEUTICALS | $35,503 | $48,833 |
| VISA INC CL A | $10,467 | $52,241 |
| WALMART INC | $19,079 | $48,046 |
| ZOETIS INC | $5,651 | $16,607 |
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 | $724,879 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $696,572 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALAMEDA CORRIDOR TRANSIT AUTH CA SER C | AT COST | $22,985 | $22,118 |
| GNMA POOL #439040 | AT COST | $104 | $103 |
| VANGUARD MID-CAP VALUE INDEX | AT COST | $103,878 | $122,399 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB | CategoryTxt |
| Legal Fees | $11,975 | LegalFeesAmt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,975 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID ON BOND PURCHASED | Desc |
| EOY Book Value | $3,887 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUST | $100 | $0 | $100 |
| INVESTMENT FEES - CNAM | $13,688 | $13,688 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE ACCOUNT ADJUSTMENTS | Desc |
| Amt | $4,685 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $331 | $331 | $0 |
| IRS | $6,000 | $0 | $0 |
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