2020-11-16T11:00:49-06:00 2019-12-31 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2019-01-01 954712282 MARK C LEMONS FOUNDATION MARK 3108287547 3029 WILSHIRE BLVD NO 200 SANTA MONICA CA 90403 MARK C LEMONS TRUSTEE 3108287547 2020-11-11 1 PETER GOLDBERG P00020952 3108287547 69.63.82.150 2020-11-11 19:09:32 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A321294CE95BA6A6CCFC4948B73E4CECBE996DED 2019 2021-04-22 16:20:28Z X 8163845 X 236000 180872 180872 58008 11580 58008 111003 1422298 111003 50414 50411 636297 353866 35000 1750 33250 17619 12000 5619 24550 1735 2543 50082 49942 140 127251 65427 41552 322000 322000 449251 65427 363552 187046 288439 19405 7157 7157 726150 717200 717200 310 310 310 1846114 1923335 3166367 1812877 1819806 1946025 2074245 2174312 2326786 6479101 6642120 8163845 0 0 X 0 0 0 0 6479101 6642120 6479101 6642120 6479101 6642120 6479101 187046 0 6666147 24027 6642120 RBC 461 76549 85409 -8860 -8860 RBC 461 80869 46649 34220 34220 RBC 449 52584 52745 -161 -161 RBC 697 773847 733106 40741 40741 RBC 697 230425 191355 39070 39070 RBC 469 9197 9097 100 100 RBC 469 198294 192934 5360 5360 OAKTREE CAPITAL GROUP LLC P 97 97 97 OAKTREE CAPITAL GROUP LLC P 17 17 17 MWREIF IV P 220 220 220 CAPITAL GAINS DIVIDENDS P 199 199 199 111003 0 471731 7283589 0.064766 384760 6953619 0.055332 315747 6345624 0.049758 269029 6380160 0.042166 221432 5478295 0.040420 0.252442 0.050488 7596318 383523 2884 386407 363552 5769 0 5769 0 5769 5617 0 0 5617 0 152 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A MARK C LEMONS 3108287547 C/O GIVEN CO 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK C LEMONS 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 TRUSTEE 15.00 35000 0 0 NONE 0 NONE 0 0 5675272 694282 1342444 7711998 0 0 7711998 115680 7596318 379816 379816 5769 8041 13810 366006 0 366006 0 366006 363552 0 363552 0 363552 366006 83293 0 0 363552 83293 0 0 280259 0 0 0 0 0 0 0 0 85747 0 0 0 MARK C LEMONS X CHILDREN'S BUREAU 1910 MAGNOLIA AVENUE LOS ANGELES CA 900071220 NONE PUBLIC CHARITY SOCIAL SERVICES 15000 CITY OF LAFAYETTE AQUATICS PO BOX 61812 LAFAYETTE LA 705961812 NONE PUBLIC GOVERNMENTAL GENERAL SUPPORT 1000 EGYPTIAN THEATER 328 MAIN STREET PARK CITY UT 84060 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 FORMAN SCHOOL PO BOX 80 LITCHFIELD CT 067590080 NONE PUBLIC CHARITY EDUCATION 15000 LA BLANCA SCHOOL 14125 PALOMA DRIVE SANTA BARBARA CA 93110 NONE EDUCATIONAL GENERAL SUPPORT 15000 NATUREBRIDGE 28 GEARY STREET - SUITE 650 SAN FRANCISCO CA 94108 NONE PUBLIC CHARITY OUTDOOR EDUCATION 10000 PARK CITY COMMUNITY FDN PO BOX 681499 PARK CITY UT 84068 NONE PUBLIC CHARITY GENERAL SUPPORT 153000 PARK CITY DAY SCHOOL 3120 PINEBROOK ROAD PARK CITY UT 84098 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 PARK CITY PERFORMANCES PO BOX 3119 PARK CITY UT 84060 NONE PUBLIC CHARITY GENERAL SUPPORT 7500 ROD DEDEAUX FOUNDATION 1430 S EASTMAN AVE LOS ANGELES CA 90023 NONE PUBLIC CHARITY GENERAL SUPPORT 13000 SUMMIT LAND CONSERVANCY PO BOX 1775 PARK CITY UT 84060 NONE PUBLIC CHARITY GENERAL SUPPORT 50000 THACHER SCHOOL 5025 THACHER ROAD OJAI CA 93023 NONE PUBLIC CHARITY EDUCATIONAL 2500 USSSA FDN (SKI AND SNOWBOARD) 1 VICTORY LAND PARK CITY UT 84060 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 NONE EDUCATIONAL GENERAL SUPPORT 5000 YOUTH SPORTS ALLIANCE 1665 BONANZA DRIVE PARK CITY UT 84060 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 322000 0 14 180872 531120 46428 16 11580 525990 3 14 50411 18 111003 46431 353866 0 400297 0 0 0 0 0 0 0 0 0 0 X X 1 MARK C LEMONS CHARITABLE LEAD UNITRUST 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 236000 X ACCOUNTING 17619 12000 5619 RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE 300000 327600 RBC 469 TAXABLE FIXED INCOME 805395 836164 RBC 449 FIXED INCOME 48595 64005 RBC 351 FIXED INCOME 665816 718256 RBC 461 EQUINIX 8371 9339 RBC 697 US EQUITIES 567328 622061 RBC 697 SBA COMM 17087 17351 RBC 697 INTERNATIONAL EQUITIES 17767 16179 RBC 461 US EQUITIES 589594 1013650 RBC 461 INTERNATIONAL EQUITIES 55430 69455 RBC 461 CAMDEN PROPERTY TRUST 8578 8488 RBC 461 AMERICOLD REALTY 12849 16128 RBC 461 AMERICAN CAMPUS COMM 14631 15520 RBC 449 US EQUITIES 391743 1092492 RBC 449 INTERNATIONAL EQUITIES 154135 202169 RBC 351 INTERNATIONAL EQUITIES 85822 83535 RMA CORE PLUS RE FUND I-R LLC AT COST 153071 153071 RBC 566 RBC BARRIER ENHANCED RETURN NOTE AT COST 150000 156420 RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE AT COST 150000 149475 RBC 461 CYRUSONE AT COST 14212 37295 RBC 461 AMERICAN TOWER AT COST 31635 76990 RBC 449 HOST HOTELS & RESORTS AT COST 14510 16695 RBC 351 SARATOGA ADVANTAGE AT COST 100000 99578 RBC 351 GLOBAL X FUNDS AT COST 69448 55160 RBC 351 GATEWAY TR AT COST 332989 401895 MWFEIF IV HOLDINGS LLC AT COST 281193 281193 IRONWOOD MULTI-STRATEGY AT COST 422373 444785 4C GPS 3 LP AT COST 41580 41580 4C GPS 1 LP AT COST 399987 399987 RBC 449 SIMON PROPERTY GROUP AT COST 13314 12662 MISCELLANEOUS ADJUSTMENTS 24027 BANK CHARGES 65 0 65 RBC ADR, PROGRAM, AND MISC FEES 29127 29127 0 CALIF REGISTRY CHARITABLE TRUST 75 0 75 SCH K-1 PASS-THRU MWREIF IV HOLDINGS 8513 8513 0 4C GPS 1 LP 8000 8000 0 4C GPS 3 LP 611 611 0 RMA CORE PLUS RE FUND - ORDINARY LOSS/EXPENSES (SCH K-1) 3658 3658 0 OAKTREE CAPITAL SCH K-1 33 33 0 OAKTREE CAPITAL SCH K-1 5 5 5 4CGPS 1 LP GUARANTEED PAYMENT 48000 48000 48000 OAKTREE CAPITAL SCH K-1 3 0 3 4CGPS 3 LP GUARANTEED PAYMENT 2406 2406 2406 FOREIGN TAX 1061 1601 0 FEDERAL 20707 0 0 PAYROLL TAXES 2677 134 2543 FRANCHISE TAX BOARD 105 0 0