2024-02-07T16:16:34-06:00 2023-09-30 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2022-10-01 954664672 BOUDJAKDJI FOUNDATION BOUD 3108287547 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 ANISSA B BALSON SECRETARY/TREASURER 3108287547 2024-02-02 1 ANISSA BALSON XXX-XX-XXXX 0 PETER GOLDBERG P00020952 3108287547 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2617406 X X 66 66 32089 32089 47399 131849 47399 79554 79554 0 0 0 19418 19418 0 441 0 0 15 0 0 19874 19418 0 129300 129300 149174 19418 129300 -69620 60136 4012 5888 5888 13386 26340 26340 181189 181189 701001 797825 713375 1884177 996412 926792 2617406 50 50 50 50 X 0 0 0 0 996362 926742 996362 926742 996412 926792 996362 -69620 0 926742 0 926742 300SHS ISARES CORE S&P MID CAP 2018-02-05 2023-09-19 76814 56095 20719 20719 900SHS INVESCO S & P 500 LOW 2013-09-25 2023-09-19 55035 28355 26680 26680 47399 836 0 836 0 836 1040 0 0 0 1040 0 204 204 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A GIVEN COMPANY 3108287547 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANISSA BALSON 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 CO-PRESIDENT 0.20 0 0 0 CHERIF BOUDJAKDJI 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 CO-PRESIDENT 0.10 0 0 0 SAMIA STAEHLE 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 CO-PRESIDENT 0.10 0 0 0 GEOFFREY C GIVEN 3029 WILSHIRE BLVD 200 SANTA MONICA CA 90403 SECRETARY/TREASURER 0.10 0 0 0 NONE 0 NONE 0 0 2678348 27743 0 2706091 0 0 2706091 40591 2665500 133275 133275 836 836 132439 0 132439 0 132439 129300 0 129300 132439 0 0 1925 2832 4757 129300 0 0 0 129300 0 3139 3139 1618 0 0 0 0 0 0 0 1618 1618 X ALL HANDS AND HEARTS 6 COUNTY ROAD STE 6 MATTAPOISETT MA 02739 PUBLIC NATURAL DISASTER RELIEF 8000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PUBLIC MEDICAL 2000 AMERICAN RED CROSS PO BOX 37243 WASHINGTON DC 20013 PUBLIC MEDICAL 3000 ARTHRITIS FOUNDATION 4311 WILSHIRE BLVD STE 530 LOS ANGELES CA 900103775 PUBLIC RESEARCH 5500 CALIFORNIA ONCOLOGY RESEARCH INSTITUTE 1158 26TH STREET 106 SANTA MONICA CA 90403 PUBLIC RESEARCH 4000 CASCADES-SISKIYOU NATIONAL MONUMENT 3040 BIDDLE ROAD MEDFORD OR 97504 PUBLIC EDUCATIONALENVIRONMENTAL 1000 CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD STE 2416 LOS ANGELES CA 90048 PUBLIC MEDICAL 3000 CHILDRENS HOSPITAL - LA 4650 SUNSET BLVD MAIL STOP 29 LOS ANGELES CA 90027 PUBLIC RESEARCH 5000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE FL 2 NEW YORK NY 100015004 PUBLIC SOCIAL SERVICE 5500 HABITAT FOR HUMANITY INC 121 HABITAT ST AMERICUS GA 317093498 PUBLIC COMMUNITY SERVICE 10500 LIBRARY FOUNDATION 630 W FIFTH ST LOS ANGELES CA 90071 PUBLIC EDUCATIONAL 16000 LOS ANGELES COUNTY ART MUSEUM 5905 WILSHIRE BLVD LOS ANGELES CA 90036 PUBLIC ART 5500 MARYMOUNT HIGH SCHOOL 10643 SUNSET BLVD LOS ANGELES CA 90077 PUBLIC EDUCATIONAL 3300 NATURAL HISTORY MUSEUM 900 EXPOSITION BLVD LOS ANGELES CA 90007 PUBLIC MUSEUM PROGRAMS 15000 NATUREBRIDGE 28 GEARY ST STE 650 SAN FRANCISCO CA 94108 PUBLIC EDUCATIONAL 2000 SAINT JOHN'S HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 PUBLIC RESEARCH 6000 SHASTA CASCADE HEALTH CENTERS PO BOX 1143 MCCLOUD CA 96057 PUBLIC MEDICAL 4000 SAINT JOHN'S HEALTH CENTER FOUNDATION 1328 TWENTY SECOND ST SANTA MONICA CA 904042091 PUBLIC MEDICAL 25000 UNICEF 333 EAST 38TH ST NEW YORK NY 10016 PUBLIC COMMUNITY SERVICE 4000 HEARST CASTLE PRESERVATION FOUNDATION 11040 BOLLINGER CANYON ROAD E183 SAN RAMON CA 94582 PUBLIC PRESERVATION 1000 129300 0 14 66 14 32089 18 47399 0 79554 0 79554 0 0 0 0 0 0 0 0 0 0 REPORTABLE SERVICES PROVIDED TO THE FOUNDATION FORM 990PF PART VIII PAGE 6, LINE 1 FORM 990PF PART VII-B, PAGE 5, LINE 1A(3) REPORTABLE SERVICES PROVIDED TO THE FOUNDATIONTHE FOUNDATION PAID BALSON CAPITAL MANAGEMENT, A REGISTERED INVESTMENT ADVISOR, THE SUM OF $19,418 FOR INVESTMENT SERVICES. THESE SERVICES INCLUDED MANAGEMENT OF FOUNDATION FUNDS. PAUL BALSON, THE PRINCIPAL OF BALSON CAPITAL MANAGEMENT, IS THE SPOUSE OF A FOUNDATION DIRECTOR.NO COMPENSATION WAS PAID BY THE FOUNDATION TO ITS OFFICERS OR DIRECTORS.THE FOUNDATION ENGAGES GIVEN & COMPANY, INC. FOR VARIOUS MANAGEMENT SERVICES PROFORMED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION, BOOKKEEPING, FINANCIAL SERVICES AND GENERAL FOUNDATION MANAGEMENT. GEOFFREY GIVEN, AN OFFICER AND DIRECTOR OF THE FOUNDATION, IS AN EMPLOYEE OF GIVEN & COMPANY AND AS AN EMPLOYEE RECEIVED COMPENSATION FOR HIS SERVICES ON FOUNDATION MATTERS. NO AMOUNT WAS PAID TO GIVEN & COMPANY, INC DURING THIS FISCAL YEAR. BERKSHIRE HATHAWAY INC DEL CL B 82745 350300 DISNEY WALT CO 40236 118407 PEPSICO INC 31689 119295 APPLE INC 26519 112999 ISHARES COHEN & STEERS AT COST 30331 75140 ISHARES RUSSELL 1000 AT COST 66457 140946 ISHARES TR RUSSELL 2000 AT COST 36019 141955 ISHARES US HEALTHCARE AT COST 51422 94525 INVESCO DIVID ACHIEVERS AT COST 18214 73060 INVESCO FTSE RAFI US AT COST 27717 63640 INVESCO QQQ TR SER 1 AT COST 53003 312411 SPDR DOW JONES INDUST AV AT COST 57304 187572 SPDR SP DIVID ETF AT COST 66543 119610 SPDR S&P 500 ETF TRUST AT COST 83762 216305 VANGUARD DIVIDEND AT COST 54712 133627 VANGUARD MID-CAP ETF AT COST 54833 124944 VANGUARD GROWTH ETF AT COST 87968 163386 VANGUARD MEGA CAP EFT AT COST 25090 37056 BANK CHARGES 15 0 0 PAYABLE - TRUSTEE 50 50 INVESTMENT EXPENSES 19418 19418 0 UNITED STATES TREASURY 441 0 0