HARRY & YVONNE LENART CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARRY & YVONNE LENART CHARITABLE FOUNDATION (EIN 95-3905760)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-12
- IRS object ID
- 202620439349101267
- Schema version
- 2024v5.5
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-12T19:07:02-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 | 2024-10-01 | 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 | 2026-02-11 | 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 | 2024 | 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 | $4,071,206 | 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 | $77,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $195,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,069,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $195,460 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,277 | 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 | $19,248 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,624 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,624 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,224 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,612 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,612 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $304 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,321 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,506 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $368,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $397,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $397,322 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $724,879 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $856,774 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $839,529 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,149,829 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,067,698 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,621,094 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,454 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $105,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $126,967 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $199,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $213,261 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,887 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,484,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,520,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,071,206 | 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 | $2,484,530 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,520,796 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,484,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,520,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,484,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,520,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,484,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,522,806 | SubtotalAmt |
| Other Decreases | $2,010 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,520,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CNAM | $202,921 | $203,351 | -$430 | -$430 |
| CNAM | $553,140 | $336,500 | $216,640 | $216,640 |
| CALDWELL | $274,906 | $295,478 | -$20,572 | -$20,572 |
| CALDWELL | $38,325 | $38,503 | -$178 | -$178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $195,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,017 | 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 | $6,017 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,773 | OverpaymentAmt |
| Applied To ES Tax | $2,773 | 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 | 0.20 | $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 | $3,675,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $274,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,950,252 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,950,252 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,890,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,244 | TotalTaxAmt |
| Distributable Before Adj | $191,306 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,306 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,306 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,506 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,506 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $97,209 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,466 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,840 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $150,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $569,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,506 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $191,306 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $200 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $570,044 | 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 | $97,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $472,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,466 | ExcessFromYear4Amt |
| Excess From Year3 | $127,130 | ExcessFromYear3Amt |
| Excess From Year2 | $118,840 | ExcessFromYear2Amt |
| Excess From Year1 | $150,199 | ExcessFromYear1Amt |
| Excess From Current Year | $200 | 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 |
|---|---|---|---|---|---|---|---|
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $10,000 |
| PLANNED PARENTHOOD LA | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW 600 | WASHINGTON | DC | 200055002 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| TALENT MAKER CITY | |||||||
| 304 E MAIN STREET | TALEN | OR | 97540 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $22,695 |
| PBS SOCAL | |||||||
| PO BOX 6009 | WHITTIER | CA | 90607 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| MILKEN COMMUNITY SCHOOL | |||||||
| 15800 ZELDINS WAY | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MERCY SHIPS | |||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,000 |
| IMBCR | |||||||
| 9201 SUNSET BLVD SUITE 300 | WEST HOLLYWOOD | CA | 90069 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 |
| BY GRACE TRUST | |||||||
| PO BOX 1631 | LA MIRADA | CA | 90637 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| AMERICANS UNITED | |||||||
| PO BOX 96033 | WASHINGTON | DC | 20077 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| RESCUE RANCH | |||||||
| 2216 OBERLIN ROAD | YREKA | CA | 96097 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| POLLINATOR PROJECT ROGUE VALLEY | |||||||
| 312 N MAIN ST SUTIE B | PHOENIX | OR | 97535 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| COMMUNITY WORKS | |||||||
| 2594 E BARNETT RD SUITE C | MEDFORD | OR | 97504 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| WAYFINDER FAMILY SERVICES | |||||||
| 1900 AVENUE OF THE STARS 2400 | LOS ANGELES | CA | 90067 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| USA FOR UNHCR | |||||||
| 1310 L STREET STE 450 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| SANTA MONICA EDUCATION FOUNDATION | |||||||
| 1717 4TH STREET | SANTA MONICA | CA | 90401 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $3,000 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| AUTOIMMUNE ENCEPHALITIS ALLIANCE | |||||||
| 811 9TH STREET 120-101 | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 |
| ASPCA | |||||||
| 1850 W 60TH ST | LOS ANGELES | CA | 90047 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| ARTHRITIS FOUNDATION | |||||||
| 800 W SIXTH ST 1010 | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $50,000 |
| JVS SOCAL WOMEN'S LEADERSHIP NETWORK | |||||||
| 6505 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| SHEBA MEDICAL CENTER | |||||||
| 6505 WILSHIRE BLVD SUITE 615 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,195 | 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 | $77,183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $195,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $272,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,643 | 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 | $29,224 | Amt |
| Net Investment Income | $14,612 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,612 | 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 $29,224 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 $19,248 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS | $3,696 | $19,401 |
| ADVANCED MICRO DEVICES INC | $24,308 | $33,167 |
| ALPHABET INC CL A | $14,394 | $196,911 |
| ALPHABET INC CL C | $490 | $9,742 |
| AMAZON.COM INC | $59,649 | $98,807 |
| AMERICAN WTR WKS CO INC | $5,175 | $25,750 |
| AMGEN INC | $26,551 | $28,220 |
| APPLE INC | $8,152 | $178,241 |
| ASML HOLDING NV SPONS ADR | $9,966 | $33,883 |
| BANK OF AMERICA | $22,046 | $25,795 |
| BERKSHIRE HATHAWAY INC CL B | $15,824 | $47,760 |
| BROADCOM INC | $27,085 | $67,632 |
| CAPITAL ONE FINANCIAL CORP | $31,011 | $46,768 |
| CHEVRON CORPORATION | $17,973 | $17,858 |
| CINTAS CORP | $6,091 | $46,184 |
| CME GROUP INC | $9,316 | $25,668 |
| COSTCO WHOLESALE CORP | $6,145 | $55,538 |
| CSX CORP | $24,143 | $23,614 |
| DANAHER CORP | $1,242 | $6,939 |
| DISNEY WALT COMPANY | $25,059 | $32,633 |
| EOG RES INC | $17,216 | $20,182 |
| EQUINIX INC REIT | $16,737 | $16,448 |
| EXXON MOBIL | $30,340 | $31,570 |
| HCA HOLDINGS INC | $8,141 | $29,834 |
| HOME DEPOT INC | $3,535 | $42,545 |
| IRON MOUNTAIN INC REIT | $28,171 | $28,034 |
| JP MORGAN CHASE & CO | $9,855 | $85,166 |
| KIA CORP | $10,470 | $16,179 |
| LINDE PLC | $17,577 | $23,750 |
| LOCKHEED MARTIN CORP | $7,190 | $14,976 |
| MASTERCARD INC CL A | $5,705 | $62,569 |
| MCDONALDS CORP | $7,165 | $16,714 |
| META PLATFORMS INC CL A | $36,687 | $58,750 |
| MICROSOFT CORP | $7,770 | $165,744 |
| NEXTERA ENERGY INC | $18,214 | $31,328 |
| NORTHROP GRUMMAN CORP | $7,738 | $21,326 |
| NVIDA CORP | $77,639 | $213,634 |
| NXP SEMICONDUCTORS NV | $15,559 | $14,802 |
| PARKER HANNFIN | $16,796 | $34,117 |
| PEPSICO INC | $11,759 | $21,768 |
| QUANTA SERCIES | $13,239 | $41,442 |
| ROPER TECHNOLOGIES INC | $8,813 | $12,467 |
| S & P GLOBAL INC | $11,997 | $17,035 |
| SALESFORCE | $30,829 | $29,625 |
| SCHLUMBERGER | $16,314 | $10,483 |
| THERMO FISHER CORP | $3,748 | $29,101 |
| T-MOBILE US INC | $14,901 | $43,088 |
| TRANE TECHNOLOGIES PLC | $6,744 | $44,306 |
| UNITEDHEALTH GROUP INC | $12,505 | $34,530 |
| VANGUARD VALUE | $133,902 | $150,124 |
| VERIZON COMMUNICATIONS | $6,250 | $7,691 |
| VERTEX PARMACEUTICALS | $31,972 | $37,206 |
| VISA INC CL A | $9,641 | $59,742 |
| WALMART INC | $17,443 | $56,168 |
| ZOETIS INC | $4,493 | $10,974 |
| INTEL CORP | $22,584 | $37,408 |
| LILLY ELI & CO | $29,743 | $29,757 |
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 | $856,774 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $839,529 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALAMEDA CORRIDOR TRANSIT AUTH CA SER C | AT COST | $22,427 | $21,162 |
| GNMA POOL #439040 | AT COST | $61 | $61 |
| VANGUARD MID-CAP VALUE INDEX | AT COST | $60,950 | $75,069 |
| VANGUARD SMALL-CAP ETF | AT COST | $115,564 | $116,969 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB | CategoryTxt |
| Legal Fees | $19,248 | LegalFeesAmt |
| Net Investment Income | $9,624 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,624 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID ON BOND PURCHASED | Desc |
| BOY Book Value | $3,887 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE ACCOUNT ADJUSTMENTS | Desc |
| Amt | $2,010 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUST | $75 | $0 | $75 |
| INVESTMENT FEES - CNAM | $14,301 | $14,301 | $0 |
| INVESTMENT FEES - CALDWELL | $20 | $20 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $304 | $304 | $0 |
| IRS | $4,000 | $0 | $0 |
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