HARRY & YVONNE LENART CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HARRY & YVONNE LENART CHARITABLE FOUNDATION (EIN 95-3905760)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2014-12-22
- IRS object ID
- 201423569349100107
- Schema version
- 2013v3.0
- 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
- Gain Loss Sale Other Assets 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-22T19:30:33-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | 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 AN ACCTY CORP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD 200 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 904032376 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 FOUNDATION | BusinessNameLine1 |
| 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 NO 200 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90403 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H GIVEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108287547 | PhoneNum |
| Signature | 2014-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,366,867 | 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 |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,061,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,896 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $266,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,316 | 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 | $6,860 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,430 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,430 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,308 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,654 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,654 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,687 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,982 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,105 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,105 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $30,497 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,875 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,951 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,045,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,042,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,440,097 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $505,955 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $524,557 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $572,754 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,161,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,187,783 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,270,960 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $549 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,758,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,839,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,366,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,758,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,839,319 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,758,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,839,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,758,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,839,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,758,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,839,319 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,839,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (137 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| IDENIX PHARM INC | P | 2013-06-24 | 2013-10-04 | $7,645 | $5,552 | $2,093 | $2,093 |
| ILLUMINA INC | P | 2013-06-24 | 2013-10-23 | $6,678 | $5,949 | $729 | $729 |
| EDWARDS LIFESCIENCES CORP | P | 2013-06-24 | 2013-11-04 | $4,768 | $4,782 | -$14 | -$14 |
| EDWARDS LIFESCIENCES CORP | P | 2013-07-19 | 2013-11-04 | $1,059 | $1,085 | -$26 | -$26 |
| NEOGEN CORP | P | 2013-06-24 | 2013-11-21 | $23 | $18 | $5 | $5 |
| VIROPHARMA INC | P | 2013-06-24 | 2014-01-24 | $14,500 | $8,356 | $6,144 | $6,144 |
| SANGAMO BIOSCIENCES INC | P | 2013-06-24 | 2014-02-12 | $4,569 | $1,804 | $2,765 | $2,765 |
| HAEMONETICS CORP MASS | P | 2013-06-24 | 2014-02-12 | $7,899 | $8,582 | -$683 | -$683 |
| NOVAVAX INC | P | 2013-06-24 | 2014-02-12 | $5,955 | $2,301 | $3,654 | $3,654 |
| ALKERMES PLC | P | 2013-06-24 | 2014-03-28 | $5,236 | $3,272 | $1,964 | $1,964 |
| MERRIMACK PHARMACEUTICAL INC | P | 2013-10-18 | 2014-03-28 | $3,080 | $2,088 | $992 | $992 |
| INSULET CORP | P | 2013-06-24 | 2014-03-28 | $5,455 | $3,455 | $2,000 | $2,000 |
| ANALOGIC CORP | P | 2014-02-07 | 2014-04-30 | $6,915 | $8,695 | -$1,780 | -$1,780 |
| MERRIMACK PHARMACEUTICAL INC | P | 2013-10-18 | 2014-05-07 | $5,321 | $2,973 | $2,348 | $2,348 |
| LEXICON PHARMACEUTICALS INC | P | 2013-08-29 | 2014-05-09 | $1,134 | $2,080 | -$946 | -$946 |
| LEXICON PHARMACEUTICALS INC | P | 2013-08-30 | 2014-05-09 | $983 | $1,785 | -$802 | -$802 |
| LEXICON PHARMACEUTICALS INC | P | 2013-08-30 | 2014-05-12 | $910 | $1,676 | -$766 | -$766 |
| LEXICON PHARMACEUTICALS INC | P | 2014-03-25 | 2014-05-12 | $1,543 | $2,024 | -$481 | -$481 |
| CHEVRON CORP | P | 2011-06-10 | 2013-10-08 | $6,511 | $5,477 | $1,034 | $1,034 |
| CHEVRON CORP | P | 2011-06-22 | 2013-10-08 | $8,878 | $7,674 | $1,204 | $1,204 |
| CHEVRON CORP | P | 2011-07-12 | 2013-10-08 | $5,919 | $5,249 | $670 | $670 |
| DOUBLELINE TOTAL RETURN BOND FD | P | 2012-12-31 | 2013-11-15 | $24,184 | $25,000 | -$816 | -$816 |
| UNITEDHEALTH GROUP INC | P | 2010-07-15 | 2013-11-25 | $1,078 | $464 | $614 | $614 |
| UNITEDHEALTH GROUP INC | P | 2012-08-07 | 2013-11-25 | $18,696 | $13,712 | $4,984 | $4,984 |
| CNR CORPORATE BOND FD | P | 2011-06-16 | 2013-11-26 | $15,036 | $15,120 | -$84 | -$84 |
| CNR GOVT BD FD | P | 2011-06-16 | 2013-11-26 | $6,306 | $6,396 | -$90 | -$90 |
| ARES CAPITALCORP | P | 2012-08-08 | 2013-11-26 | $19,403 | $18,340 | $1,063 | $1,063 |
| AMERICAN ELECTRIC POWER CO INC | P | 2012-12-14 | 2013-12-23 | $9,273 | $8,577 | $696 | $696 |
| MERCK & CO INC | P | 2012-01-31 | 2013-12-23 | $9,968 | $7,923 | $2,045 | $2,045 |
| MERCK & CO INC | P | 2012-02-13 | 2013-12-23 | $16,290 | $12,792 | $3,498 | $3,498 |
| MYLAN INC | P | 2011-06-10 | 2013-12-23 | $6,806 | $3,548 | $3,258 | $3,258 |
| MYLAN INC | P | 2011-06-22 | 2013-12-23 | $5,530 | $2,985 | $2,545 | $2,545 |
| MYLAN INC | P | 2011-07-12 | 2013-12-23 | $638 | $364 | $274 | $274 |
| TARGET CORP | P | 2011-10-25 | 2013-12-23 | $15,830 | $13,656 | $2,174 | $2,174 |
| THERMO FISHER CORP | P | 2012-11-27 | 2013-12-23 | $13,761 | $8,120 | $5,641 | $5,641 |
| AGCO CORP | P | 2009-03-23 | 2013-12-30 | $5,852 | $1,974 | $3,878 | $3,878 |
| AGCO CORP | P | 2009-07-10 | 2013-12-30 | $3,511 | $1,512 | $1,999 | $1,999 |
| AGCO CORP | P | 2011-06-10 | 2013-12-30 | $4,096 | $3,302 | $794 | $794 |
| AGCO CORP | P | 2011-06-22 | 2013-12-30 | $3,511 | $2,901 | $610 | $610 |
| A T & T INC | P | 2013-02-27 | 2013-12-30 | $17,396 | $17,733 | -$337 | -$337 |
| APPLE INC | P | 2011-06-10 | 2014-01-09 | $21,712 | $13,104 | $8,608 | $8,608 |
| CNR CORPORATE BOND FD | P | 2011-06-16 | 2014-01-10 | $45,000 | $45,720 | -$720 | -$720 |
| CNR GOVT BD FD | P | 2011-06-16 | 2014-01-10 | $20,000 | $20,421 | -$421 | -$421 |
| CISCO SYSTEMS INC | P | 2013-09-27 | 2014-01-28 | $14,531 | $15,017 | -$486 | -$486 |
| ORACLE CORP | P | 2011-06-10 | 2014-01-28 | $4,385 | $3,618 | $767 | $767 |
| WALT DISNEY COMPANY | P | 2012-11-21 | 2014-02-03 | $24,315 | $16,568 | $7,747 | $7,747 |
| 3M COMPANY | P | 2013-01-30 | 2014-02-12 | $21,465 | $16,702 | $4,763 | $4,763 |
| M & T BANK CORP | P | 2013-12-30 | 2014-02-12 | $15,796 | $16,273 | -$477 | -$477 |
| CABLEVISION SYSTEMS CORP CL A | P | 2013-01-29 | 2014-02-12 | $10,937 | $10,363 | $574 | $574 |
| CABLEVISION SYSTEMS CORP CL A | P | 2013-05-21 | 2014-02-12 | $9,609 | $9,312 | $297 | $297 |
| CABLEVISION SYSTEMS CORP CL A | P | 2013-05-21 | 2014-02-13 | $32 | $31 | $1 | $1 |
| EMC CORP MASS | P | 2011-07-12 | 2014-02-26 | $14,271 | $15,374 | -$1,103 | -$1,103 |
| EMC CORP MASS | P | 2012-06-14 | 2014-02-26 | $4,205 | $3,953 | $252 | $252 |
| TRAVELERS COMPANIES, THE | P | 2013-02-01 | 2014-02-26 | $13,372 | $12,832 | $540 | $540 |
| CASEY'S GEN STORES INC | P | 2013-03-01 | 2014-03-06 | $11,679 | $9,940 | $1,739 | $1,739 |
| OPPENHEIMER DEVELOPING MKTS CL I | P | 2013-08-23 | 2014-03-06 | $84,451 | $80,000 | $4,451 | $4,451 |
| CASEY'S GEN STORES INC | P | 2013-03-01 | 2014-03-07 | $4,555 | $3,770 | $785 | $785 |
| WAL MART STORES INC | P | 2013-01-28 | 2014-03-12 | $11,909 | $11,120 | $789 | $789 |
| WAL MART STORES INC | P | 2013-01-31 | 2014-03-12 | $6,699 | $6,301 | $398 | $398 |
| AMAZON.COM INC | P | 2014-01-29 | 2014-04-10 | $9,508 | $11,655 | -$2,147 | -$2,147 |
| AMAZON.COM INC | P | 2014-01-31 | 2014-04-10 | $4,754 | $5,477 | -$723 | -$723 |
| ALLERGAN INC | P | 2013-06-26 | 2014-04-25 | $25,353 | $13,526 | $11,827 | $11,827 |
| NOW INC | P | 2013-10-03 | 2014-06-02 | $16 | $16 | $0 | $0 |
| GILEAD SCIENCES INC | P | 2011-06-10 | 2014-06-23 | $3,551 | $910 | $2,641 | $2,641 |
| VERITIV CORP | P | 2013-12-18 | 2014-07-01 | $27 | $27 | $0 | $0 |
| NOW INC | P | 2013-10-03 | 2014-07-25 | $1,238 | $1,180 | $58 | $58 |
| PEPSICO INC | P | 2011-08-04 | 2014-07-25 | $1,338 | $968 | $370 | $370 |
| BIOGEN IDEC INC | P | 2013-11-20 | 2014-07-25 | $1,522 | $1,232 | $290 | $290 |
| GOOGLE INC CL C | P | 2011-06-22 | 2014-07-25 | $5,944 | $2,450 | $3,494 | $3,494 |
| QUALCOMM INC | P | 2011-10-14 | 2014-07-25 | $1,225 | $811 | $414 | $414 |
| INTERNATIONAL PAPER CO | P | 2013-12-18 | 2014-07-25 | $1,179 | $1,218 | -$39 | -$39 |
| INTERNATIONAL PAPER CO | P | 2013-12-18 | 2014-08-19 | $13,149 | $13,401 | -$252 | -$252 |
| CNR CORPORATE BOND FD | P | 2011-06-16 | 2014-08-20 | $5,000 | $5,033 | -$33 | -$33 |
| CNR GOVT BD FD | P | 2011-06-16 | 2014-08-20 | $2,000 | $2,030 | -$30 | -$30 |
| COMCAST CORP NEW CL A | P | 2012-02-22 | 2014-08-20 | $2,181 | $1,169 | $1,012 | $1,012 |
| DIRECTV COM | P | 2012-12-26 | 2014-08-20 | $2,116 | $1,241 | $875 | $875 |
| HOME DEPOT INC | P | 2011-06-10 | 2014-08-20 | $3,128 | $1,178 | $1,950 | $1,950 |
| MAGNA INTERNATIONAL INC | P | 2012-12-26 | 2014-08-20 | $2,840 | $1,238 | $1,602 | $1,602 |
| POLARIS INDS INC | P | 2013-12-18 | 2014-08-20 | $1,493 | $1,394 | $99 | $99 |
| PULTE GROUP INC | P | 2013-11-26 | 2014-08-20 | $1,714 | $1,713 | $1 | $1 |
| STARBUCKS CORP | P | 2014-02-07 | 2014-08-20 | $1,561 | $1,488 | $73 | $73 |
| COSTCO WHOLESALE CORP | P | 2013-01-31 | 2014-08-20 | $1,803 | $1,536 | $267 | $267 |
| CVS/CAREMARK CORP | P | 2012-10-17 | 2014-08-20 | $2,380 | $1,402 | $978 | $978 |
| WHITEWAVE FOODS CO CL A | P | 2013-02-28 | 2014-08-20 | $1,747 | $730 | $1,017 | $1,017 |
| CONOCOPHILLIPS COM | P | 2010-04-30 | 2014-08-20 | $6,891 | $2,164 | $4,727 | $4,727 |
| CONOCOPHILLIPS COM | P | 2011-07-12 | 2014-08-20 | $401 | $294 | $107 | $107 |
| CONOCOPHILLIPS COM | P | 2012-02-13 | 2014-08-20 | $6,330 | $4,744 | $1,586 | $1,586 |
| CONTINENTAL RESOURCES INC | P | 2013-09-27 | 2014-08-20 | $2,934 | $2,152 | $782 | $782 |
| EXXON MOBILE CORP | P | 2011-06-10 | 2014-08-20 | $2,479 | $2,003 | $476 | $476 |
| HALLIBURTON COMPANY | P | 2012-04-09 | 2014-08-20 | $7,498 | $3,570 | $3,928 | $3,928 |
| ACE LIMITED | P | 2011-06-10 | 2014-08-20 | $2,075 | $1,326 | $749 | $749 |
| AMERICAN EXPRESS CO | P | 2013-01-07 | 2014-08-20 | $2,205 | $1,494 | $711 | $711 |
| GOLDMAN SACHS GROUP INC | P | 2012-10-16 | 2014-08-20 | $2,591 | $1,881 | $710 | $710 |
| JP MORGAN CHASE & CO | P | 2011-06-10 | 2014-08-20 | $2,305 | $1,649 | $656 | $656 |
| WELLS FARGO & CO | P | 2011-06-10 | 2014-08-20 | $3,300 | $1,718 | $1,582 | $1,582 |
| CELGENE CORP COM | P | 2013-03-01 | 2014-08-20 | $2,319 | $1,321 | $998 | $998 |
| COVIDIEN PLC | P | 2013-12-18 | 2014-08-20 | $1,763 | $1,343 | $420 | $420 |
| GILEAD SCIENCES INC | P | 2011-06-10 | 2014-08-20 | $3,580 | $708 | $2,872 | $2,872 |
| MYLAN INC | P | 2011-07-12 | 2014-08-20 | $1,176 | $607 | $569 | $569 |
| THERMO FISHER CORP | P | 2012-11-27 | 2014-08-20 | $1,827 | $937 | $890 | $890 |
| CUMMINS ENGINE INC | P | 2013-12-30 | 2014-08-20 | $1,461 | $1,398 | $63 | $63 |
| DANAHER CORP | P | 2012-04-10 | 2014-08-20 | $1,919 | $1,331 | $588 | $588 |
| HERTZ GLOBAL HOLDINGS INC | P | 2014-02-11 | 2014-08-20 | $1,671 | $1,590 | $81 | $81 |
| TEXTRON INC | P | 2013-05-21 | 2014-08-20 | $1,348 | $992 | $356 | $356 |
| UNION PACIFIC CORP | P | 2011-06-10 | 2014-08-20 | $2,102 | $1,003 | $1,099 | $1,099 |
| UNITED TECHNOLOGIES CORP | P | 2013-01-30 | 2014-08-20 | $2,182 | $1,790 | $392 | $392 |
| WABTEC CORP | P | 2013-01-31 | 2014-08-20 | $2,109 | $1,171 | $938 | $938 |
| APPLE INC | P | 2011-06-10 | 2014-08-20 | $7,526 | $3,510 | $4,016 | $4,016 |
| APPLIED MATERIALS INC | P | 2014-08-14 | 2014-08-20 | $1,325 | $1,274 | $51 | $51 |
| FACEBOOK INC | P | 2014-01-23 | 2014-08-20 | $1,874 | $1,407 | $467 | $467 |
| MASTERCARD INC CL A | P | 2013-01-07 | 2014-08-20 | $3,813 | $2,593 | $1,220 | $1,220 |
| MICROSOFT CORP | P | 2007-12-19 | 2014-08-20 | $1,806 | $1,406 | $400 | $400 |
| MICROSOFT CORP | P | 2008-01-24 | 2014-08-20 | $1,355 | $968 | $387 | $387 |
| VISA INC CL A | P | 2014-01-06 | 2014-08-20 | $1,074 | $1,102 | -$28 | -$28 |
| VERIZON COMMUNICATIONS | P | 2011-05-23 | 2014-08-20 | $1,216 | $923 | $293 | $293 |
| VERIZON COMMUNICATIONS | P | 2011-06-10 | 2014-08-20 | $730 | $529 | $201 | $201 |
| AMERICAN WTR WKS CO INC | P | 2011-08-04 | 2014-08-20 | $1,242 | $699 | $543 | $543 |
| ISHARES CORE S & P MIDCAP | P | 2011-06-10 | 2014-08-20 | $4,956 | $3,282 | $1,674 | $1,674 |
| VANGUARD SMALL-CAP ETF | P | 2009-10-07 | 2014-08-20 | $5,175 | $2,494 | $2,681 | $2,681 |
| CONAGRA FOODS INC | P | 2012-01-11 | 2014-09-15 | $9,394 | $7,839 | $1,555 | $1,555 |
| CONOCOPHILLIPS COM | P | 2012-02-13 | 2014-09-15 | $9,490 | $7,266 | $2,224 | $2,224 |
| CONOCOPHILLIPS COM | P | 2012-05-03 | 2014-09-15 | $6,980 | $4,829 | $2,151 | $2,151 |
| GILEAD SCIENCES INC | P | 2011-06-10 | 2014-09-15 | $5,388 | $1,011 | $4,377 | $4,377 |
| GILEAD SCIENCES INC | P | 2011-06-22 | 2014-09-15 | $2,155 | $403 | $1,752 | $1,752 |
| HALLIBURTON COMPANY | P | 2012-04-09 | 2014-09-15 | $15,235 | $7,464 | $7,771 | $7,771 |
| HALLIBURTON COMPANY | P | 2012-06-14 | 2014-09-15 | $2,650 | $1,145 | $1,505 | $1,505 |
| UNITED TECHNOLOGIES CORP | P | 2013-01-30 | 2014-09-15 | $11,383 | $9,397 | $1,986 | $1,986 |
| VANGUARD FTSE DEVELOPED MARKETS | P | 2012-12-31 | 2014-09-16 | $82,288 | $70,223 | $12,065 | $12,065 |
| VANGUARD FTSE DEVELOPED MARKETS | P | 2013-08-08 | 2014-09-16 | $10,492 | $9,775 | $717 | $717 |
| EBAY INC | P | 2012-07-27 | 2014-09-25 | $12,841 | $11,141 | $1,700 | $1,700 |
| APPLE INC | P | 2011-06-10 | 2014-09-26 | $15,250 | $7,020 | $8,230 | $8,230 |
| VERISK ANALYTICS INC CL A | P | 2013-09-19 | 2014-09-26 | $11,262 | $11,931 | -$669 | -$669 |
| VERITIV CORP | P | 2013-12-18 | 2014-09-26 | $224 | $183 | $41 | $41 |
| DIRECTV COM | P | 2012-12-26 | 2014-09-26 | $17,323 | $9,925 | $7,398 | $7,398 |
| ATLANTA GA DOWNTOWN DEV 6.875% 02/01/21 | P | 2012-01-31 | 2014-02-03 | $5,000 | $6,039 | -$1,039 | -$1,039 |
| ONEOK INC NEW FIXED RT 4.250% 02/01/22 | P | 2013-10-11 | 2014-04-02 | $4,762 | $4,844 | -$82 | -$82 |
| ONEOK INC NEW FIXED RT 4.250% 02/01/22 | P | 2013-11-05 | 2014-04-02 | $2,857 | $2,926 | -$69 | -$69 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,896 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $126,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,024,579 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,084 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,775,647 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,833 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,160,911 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006747 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,574 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $763,352 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.198564 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,908 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $791,823 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065555 | DistributionYr5Rt |
| Total Distribution | 0.324874 | TotalDistributionRt |
| Average Distribution | 0.064975 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,372,691 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,141 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,392 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $221,533 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $160,084 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $45 | EsPenaltyAmt |
| Overpayment | $4,871 | OverpaymentAmt |
| Applied To ES Tax | $4,871 | 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 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90403 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,372,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,424,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,424,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,372,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,784 | TotalTaxAmt |
| Distributable Before Adj | $163,851 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,851 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,084 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,084 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $160,084 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,163 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $5,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,084 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,084 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,767 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,767 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,396 | 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 | $1,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,396 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 6505 WILSHIRE BLVD 650 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 E 59TH ST | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | SCIENCE & TECHNOLOGY RESEARCH | $5,000 |
| ARTHRITIS FOUNDATION | |||||||
| 800 W SIXTH ST 1250 | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $24,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLD 2416 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 |
| COMMUNITY HEALTH CENTER | |||||||
| 19 MYRTLE ST | MEDFORD | OR | 97504 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 350 S BIXEL ST 160 | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| FAMILY NURTURING CENTER | |||||||
| 212 N OAKDALE | MEDFORD | OR | 97501 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| FRIENDS OF CASCADE-SISKIYOU NATIONAL MONUMENT | |||||||
| P O BOX 3495 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $13,500 |
| FRIENDS OF ELNET | |||||||
| 400 SKOKIE BLVD 800 | NORTHBROOK | IL | 60062 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| FRIENDS OF GREYSTONE | |||||||
| P O BOX 16938 | BEVERLY HILLS | CA | 902092938 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| FRIENDS OF ROBINSON GARDENS | |||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| GREENSPRINGS RURAL FIRE DISTRICT | |||||||
| 11471 GREENSPRINGS HWY 66 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $10,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | N/A | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| OREGON WILD | |||||||
| 5825 N GREELEY AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| PACIFIC CREST TRAIL | |||||||
| 1331 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | N/A | PUBLIC CHARITY | ENVIRONMENTAL | $2,000 |
| PACIFIC FOREST TRUST | |||||||
| 1001-A OREILLY AVE | SAN FRANCISCO | CA | 94129 | N/A | PUBLIC CHARITY | ENVIRONMENTAL | $7,000 |
| PLANNED PARENTHOOD LA | |||||||
| 3637 S LA BREA AVE | LOS ANGELES | CA | 90016 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 |
| SCIENCE WORKS HANDS-ON MUSEUM | |||||||
| 1500 E MAIN ST | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| SOUTHERN OREGON PUBLIC TELEVISION | |||||||
| 28 S FIRST 200 | MEDFORD | OR | 97501 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $15,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| UNIVERSITY SYNAGOGUE | |||||||
| 11960 SUNSET BLVD | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $10,000 |
| WOMEN'S GUILD CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD 2416 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $266,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $266,746 | 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 | $13,308 | Amt |
| Net Investment Income | $6,654 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,654 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| OPPENHEIMER DEVELOPING MKTS CL I - LTCG DISTRIBUTION | PURCHASED | 2013-12 | $418 | $0 | $418 |
| CNR CORPORATE BOND FD - LTCG DISTRIBUTION | PURCHASED | 2013-12 | $2,526 | $0 | $2,526 |
| CNR HIGH YIELD BD FD - LTCG DISTRIBUTION | PURCHASED | 2013-12 | $250 | $0 | $250 |
| CNR FIXED INCOME OPPORT CL N - LTCG DISTRIBUTION | PURCHASED | 2013-12 | $116 | $0 | $116 |
| TWEEDY BROWNE GLOBAL VALUE FD #001 - LTCG DISTRIBUTION | PURCHASED | 2013-12 | $1,120 | $0 | $1,120 |
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, AN ACCOUNTANCY CORPORATION, THE SUM OF $13,308 FOR VARIOUS ACCOUNTING SERVICES PERFORMED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION AND BOOKKEEPING. 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 $6,860 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 |
|---|---|---|
| COPANO ENERGY 7.125% 04/01/21 | $8,174 | $7,788 |
| GENERAL ELEC CAP CORP GLOBAL FIXED 5.300% 02/11/21 | $114,090 | $123,974 |
| GENERAL ELEC CAP CORP INTERNOTES 5.900% 09/15/2020 | $4,652 | $4,613 |
| GENERAL ELEC CAP CORP MED TERM 5.550% 05/04/20 | $116,584 | $124,715 |
| GENERAL ELEC CAP CORP MED TERM 6.000% 08/07/2019 | $7,044 | $6,998 |
| GOLDMAN SACHS GLOBAL 5.25% 07/27/21 | $99,005 | $110,860 |
| JP MORGAN CHASE & CO 6.000% 01/15/18 | $53,048 | $56,276 |
| JP MORGAN CHASE & CO 6.300% 04/23/19 | $5,560 | $5,800 |
| LOWER COLO RIV AUTH TEX REV 6.000% 01/01/17 | $5,308 | $5,334 |
| MORGAN STANLEY GLOBAL MED TERM 6.625% 04/01/18 | $101,092 | $114,522 |
| ST LOUIS CNTY MO MTG 8.125% 08/01/2020 | $10,000 | $11,874 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACE LIMITED | $10,501 | $16,779 |
| ADOBE SYSTEMS | $11,761 | $12,108 |
| ADVAXIS INC | $2,034 | $2,217 |
| AERIE PHARMACEUTICALS INC | $9,797 | $10,759 |
| AFFIL MGRS GROUP INC | $18,709 | $20,036 |
| ALKERMES PLC | $6,816 | $10,717 |
| ALNYLAM PHARMACEUTICALS INC | $7,802 | $12,496 |
| AMERICAN EXPRESS CO | $23,796 | $28,888 |
| AMERICAN WTR WKS CO INC | $10,909 | $18,810 |
| APPLE INC | $28,080 | $58,435 |
| APPLIED MATERIALS INC | $18,788 | $19,125 |
| ARIAD PHARMACEUTICALS INC | $13,182 | $9,358 |
| ARRAY BIPHARMA INC | $9,197 | $6,819 |
| BIOGEN IDEC INC | $18,483 | $24,811 |
| BOEING COMPANY | $15,439 | $15,286 |
| CABOT OIL & GAS CORP | $17,055 | $16,508 |
| CELGENE CORP COM | $35,597 | $53,361 |
| CITIGROUP INC | $14,838 | $18,137 |
| COMCAST CORP NEW CL A | $11,394 | $20,974 |
| CONTINENTAL RESOURCES INC | $19,752 | $23,933 |
| COSTCO WHOLESALE CORP | $9,730 | $11,905 |
| COVIDIEN PLC | $14,435 | $18,599 |
| CUMMINS ENGINE INC | $18,874 | $17,817 |
| CVS/CAREMARK CORP | $22,258 | $35,019 |
| DANAHER CORP | $14,804 | $20,515 |
| EDWARDS LIFESCIENCES CORP | $20,953 | $26,559 |
| ENDOLOGIX INC | $10,324 | $8,268 |
| EXXON MOBILE CORP | $21,083 | $24,453 |
| FACEBOOK INC | $16,882 | $23,712 |
| GILEAD SCIENCES INC | $12,236 | $50,032 |
| GOLDMAN SACHS GROUP INC | $15,045 | $22,028 |
| GOOGLE INC CL A | $12,859 | $22,948 |
| GOOGLE INC CL C | $10,367 | $16,743 |
| HALLIBURTON COMPANY | $7,440 | $16,772 |
| HERTZ GLOBAL HOLDINGS INC | $23,054 | $22,089 |
| HOME DEPOT INC | $12,982 | $33,944 |
| INCYTE CORP | $4,738 | $4,169 |
| INSULET CORP | $10,522 | $12,345 |
| INTUITIVE SURGICAL INC | $14,450 | $18,473 |
| ISIS PHARMACEUTICALS INC | $8,963 | $12,969 |
| JP MORGAN CHASE & CO | $20,153 | $30,421 |
| KERYX BIOPHARMACEUTICALS INC | $11,603 | $10,725 |
| LIONS GATE ENTERTAINMENT CORP | $16,904 | $16,650 |
| MAGNA INTERNATIONAL INC | $9,900 | $18,982 |
| MASTERCARD INC CL A | $10,373 | $14,784 |
| MERCK & CO INC | $5,136 | $14,522 |
| MICROSOFT CORP | $14,233 | $25,034 |
| MYLAN INC | $8,866 | $18,196 |
| NATIONAL OILWELL VARCO INC | $10,636 | $11,415 |
| NEOGEN CORP | $8,484 | $9,164 |
| NEWLINK GENETICS CORP | $12,438 | $11,781 |
| NOVAVAX INC | $5,158 | $10,467 |
| NXP SEMICONDUCTORS NV | $16,652 | $16,081 |
| OCCIDENTAL PETROLEUM CORP | $10,381 | $12,499 |
| ORACLE CORP | $17,938 | $21,437 |
| ORGANOVA HOLDINGS INC | $7,842 | $8,600 |
| PEPSICO INC | $6,774 | $9,774 |
| POLARIS INDS INC | $20,906 | $22,469 |
| PRUDENTIAL FINANCIAL INC | $19,317 | $28,581 |
| PTC THERAPEUTICS INC | $9,421 | $18,044 |
| PULTE GROUP INC | $23,000 | $20,574 |
| QUALCOMM INC | $10,815 | $14,954 |
| SANGAMO BIOSCIENCES INC | $8,642 | $12,403 |
| SCHLUMBERGER LTD N A ADR | $14,059 | $17,796 |
| STARBUCKS CORP | $15,998 | $16,224 |
| TEXTRON INC | $10,488 | $13,316 |
| THERMO FISHER CORP | $12,493 | $24,340 |
| UNION PACIFIC CORP | $10,174 | $21,684 |
| UNITED TECHNOLOGIES CORP | $14,152 | $15,840 |
| VERIZON COMMUNICATIONS | $11,787 | $15,747 |
| VISA INC CL A | $17,629 | $17,070 |
| WABTEC CORP | $14,759 | $25,528 |
| WALT DISNEY COMPANY | $17,256 | $17,361 |
| WELLS FARGO & CO | $15,893 | $30,344 |
| WHITEWAVE FOODS CO CL A | $16,810 | $28,374 |
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 | $23,875 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $22,951 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CNR CORPORATE BOND FD | AT COST | $324,847 | $322,198 |
| CNR EMERGING MKTS FD CL N | AT COST | $135,000 | $152,661 |
| CNR FIXED INCOME OPPORT CL N | AT COST | $109,000 | $108,216 |
| CNR GOVT BD FD | AT COST | $141,054 | $138,674 |
| CNR HIGH YIELD BD FD | AT COST | $108,900 | $115,301 |
| EATON VANCE FL RATE ADV FD CL I | AT COST | $10,000 | $9,838 |
| ISHARES CORE S & P MIDCAP | AT COST | $37,767 | $53,329 |
| PIMCO COMMODITY PLUS STRAT-INS | AT COST | $15,000 | $13,950 |
| TWEEDY BROWNE GLOBAL VALUE FD #001 | AT COST | $162,950 | $164,469 |
| VANGUARD HIGH DIVIDEND YIELD | AT COST | $75,971 | $89,654 |
| VANGUARD SMALL-CAP ETF | AT COST | $52,294 | $88,504 |
| VOYA GLOBAL REAL ESTATE FUND | AT COST | $15,000 | $14,166 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB | CategoryTxt |
| Legal Fees | $6,860 | LegalFeesAmt |
| Net Investment Income | $3,430 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,430 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY TRANSACTIONS PENDING SETTLEMENT | Desc |
| BOY Book Value | $549 | BOYBookValueAmt |
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 | $50 | $0 | $0 |
| INVESTMENT FEES | $12,982 | $12,982 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $2,629 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| FOREIGN TAXES PAID | $48 | $48 | $0 |
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